MSC Income Fund Inc (MSIF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Sanders Morris Harris LLC

INCREASED

Shares2,908,143 from 2,263,426

Change+644,717 (+28%)

Value$35.5M (+$9.3M)

Filed 2026-10-14

LPL Financial LLC

DECREASED

Shares413,689 from 444,595

Change-30,906 (-7%)

Value$4.9M (-$274.8K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares246,235 from 274,435

Change-28,200 (-10%)

Value$2.9K (-$3.2M)

Filed 2026-11-02

Riverbridge Partners LLC

INCREASED

Shares197,050 from 114,945

Change+82,105 (+71%)

Value$2.3M (+$989.4K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

DECREASED

Shares191,488 from 202,156

Change-10,668 (-5%)

Value$2.3M (-$85.1K)

Filed 2026-11-05

Sigma Planning Corp

DECREASED

Shares170,597 from 182,577

Change-11,980 (-7%)

Value$2.0M (-$104.5K)

Filed 2026-10-23

Aviso Wealth Management

INCREASED

Shares130,864 from 114,250

Change+16,614 (+15%)

Value$1.5M (+$218.4K)

Filed 2026-11-04

Diversify Wealth Management, LLC

DECREASED

Shares104,196 from 106,159

Change-1,963 (-2%)

Value$1.2M (+$12.0K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares104,196 from 106,159

Change-1,963 (-2%)

Value$1.2M (+$12.0K)

Filed 2026-10-20

Merit Financial Group, LLC

INCREASED

Shares91,729 from 90,722

Change+1,007 (+1%)

Value$1.1M (+$30.0K)

Filed 2026-11-06

Rockport Wealth LLC

DECREASED

Shares76,372 from 97,151

Change-20,779 (-21%)

Value$898.9K (-$225.1K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares58,737 from 75,281

Change-16,544 (-22%)

Value$691.3K (-$179.7K)

Filed 2026-11-02

Confluence Investment Management LLC

INCREASED

Shares55,294 from 54,422

Change+872 (+2%)

Value$650.8K (+$21.1K)

Filed 2026-10-01

BOS Asset Management, LLC

UNCHANGED

Shares55,290 from 55,290

Change0 (0%)

Value$650.8K (+$11.1K)

Filed 2026-10-09

Prospera Financial Services Inc

INCREASED

Shares50,208 from 47,824

Change+2,384 (+5%)

Value$596.1K (+$42.7K)

Filed 2026-11-04

Meridian Investment Counsel Inc.

INCREASED

Shares48,350 from 47,950

Change+400 (+1%)

Value$569.1K (+$14.3K)

Filed 2026-10-14

Joel Isaacson & Co., LLC

INCREASED

Shares46,862 from 46,174

Change+688 (+1%)

Value$551.6K (+$17.3K)

Filed 2026-11-05

RFG Advisory, LLC

DECREASED

Shares45,794 from 56,664

Change-10,870 (-19%)

Value$539.0K (-$116.6K)

Filed 2026-11-03

Beacon Financial Advisory LLC

INCREASED

Shares42,006 from 41,917

Change+89 (+0%)

Value$494.4K (+$9.4K)

Filed 2026-10-16

Triumph Capital Management

UNCHANGED

Shares40,773 from 40,773

Change0 (0%)

Value$479.9K (+$8.2K)

Filed 2026-10-14

CoreCap Advisors, LLC

DECREASED

Shares37,881 from 40,381

Change-2,500 (-6%)

Value$445.9K (-$21.3K)

Filed 2026-10-08

Perigon Wealth Management, LLC

DECREASED

Shares35,025 from 36,460

Change-1,435 (-4%)

Value$412.2K (-$9.6K)

Filed 2026-10-22

Simplicity Wealth,LLC

INCREASED

Shares34,098 from 34,048

Change+50 (+0%)

Value$401.3K (+$7.4K)

Filed 2026-10-23

LSV Asset Management

NEW

Shares33,200

Change+33,200

Value$391

Filed 2026-11-06

Eagle Global Advisors LLC

INCREASED

Shares31,765 from 26,345

Change+5,420 (+21%)

Value$373.9K (+$69.1K)

Filed 2026-11-02

Quaker Wealth Management, LLC

UNCHANGED

Shares29,849 from 29,849

Change0 (0%)

Value$351.3K (+$6.0K)

Filed 2026-10-22

Shepherd Financial Partners LLC

UNCHANGED

Shares28,187 from 28,187

Change0 (0%)

Value$331.8K (+$5.6K)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares27,403 from 27,403

Change0 (0%)

Value$317.1K ($0)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares27,194 from 24,973

Change+2,221 (+9%)

Value$320.1K (+$31.1K)

Filed 2026-11-02

Tcfg Investment Advisors, LLC

DECREASED

Shares26,901 from 31,281

Change-4,380 (-14%)

Value$315.6K (-$47.8K)

Filed 2026-10-20

Intrua Financial, LLC

UNCHANGED

Shares24,047 from 24,047

Change0 (0%)

Value$283.0K (+$4.8K)

Filed 2026-10-28

Independent Financial Group, LLC

DECREASED

Shares22,683 from 26,699

Change-4,016 (-15%)

Value$267.0K (-$41.9K)

Filed 2026-10-13

Tsfg, LLC

INCREASED

Shares21,426 from 18,315

Change+3,111 (+17%)

Value$252 (-$211.7K)

Filed 2026-10-23

Independent Solutions Wealth Management, LLC

UNCHANGED

Shares20,939 from 20,939

Change0 (0%)

Value$246.5K (+$4.2K)

Filed 2026-10-28

Global Assets Advisory, LLC

DECREASED

Shares20,155 from 20,437

Change-282 (-1%)

Value$238.6K (-$3.6K)

Filed 2026-10-28

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares19,889 from 28,496

Change-8,607 (-30%)

Value$234.1K (-$95.6K)

Filed 2026-10-16

Creative Planning

DECREASED

Shares19,637 from 34,450

Change-14,813 (-43%)

Value$231.1K (-$167.5K)

Filed 2026-11-02

MacKenzie Financial Corp

INCREASED

Shares18,978 from 18,424

Change+554 (+3%)

Value$223.4K (+$10.2K)

Filed 2026-11-02

Princeton Global Asset Management LLC

UNCHANGED

Shares17,121 from 17,121

Change0 (0%)

Value$201.5K (+$3.4K)

Filed 2026-10-21

Brookstone Capital Management

UNCHANGED

Shares15,888 from 15,888

Change0 (0%)

Value$187.0K (+$3.2K)

Filed 2026-10-22

Childress Capital Advisors, LLC

UNCHANGED

Shares15,679 from 15,679

Change0 (0%)

Value$184.5K (+$3.1K)

Filed 2026-10-28

BostonPremier Wealth LLC

INCREASED

Shares15,227 from 15,033

Change+194 (+1%)

Value$179.2K (+$5.3K)

Filed 2026-10-16

Prime Capital Investment Advisors, LLC

INCREASED

Shares14,719 from 14,626

Change+93 (+1%)

Value$173.2K (+$4.0K)

Filed 2026-10-20

MQS Management LLC

INCREASED

Shares14,578 from 11,080

Change+3,498 (+32%)

Value$171.6K (+$43.4K)

Filed 2026-11-06

BridgePort Financial Solutions, LLC

UNCHANGED

Shares14,302 from 14,302

Change0 (0%)

Value$168.3K (+$2.9K)

Filed 2026-11-02

Tactive Advisors, LLC

DECREASED

Shares12,740 from 15,240

Change-2,500 (-16%)

Value$150.0K (-$26.4K)

Filed 2026-10-08

Lido Advisors, LLC

DECREASED

Shares12,570 from 12,999

Change-429 (-3%)

Value$147.9K (-$2.4K)

Filed 2026-11-04

Truist Financial Corp

NEW

Shares11,521

Change+11,521

Value$135.6K

Filed 2026-10-30

Independent Wealth Network Inc.

INCREASED

Shares11,294 from 11,286

Change+8 (+0%)

Value$132.9K (+$2.4K)

Filed 2026-10-19

WealthCare Investment Partners, LLC

DECREASED

Shares11,125 from 11,869

Change-744 (-6%)

Value$130.9K (-$6.4K)

Filed 2026-11-05

Closed-End Fund Advisors, Inc.

NEW

Shares11,090

Change+11,090

Value$130.5K

Filed 2026-11-04

CX Institutional

DECREASED

Shares10,247 from 10,327

Change-80 (-1%)

Value$121 (+$2)

Filed 2026-10-02

Pinkerton Wealth, LLC

DECREASED

Shares10,123 from 14,073

Change-3,950 (-28%)

Value$119.1K (-$52.3K)

Filed 2026-10-29

True Freedom Investing, LLC

DECREASED

Shares10,123 from 14,073

Change-3,950 (-28%)

Value$119.1K (-$52.3K)

Filed 2026-10-29

Bison Wealth, LLC

DECREASED

Shares10,044 from 12,399

Change-2,355 (-19%)

Value$119.2K (-$24.9K)

Filed 2026-10-13

United Financial Planning Group LLC

UNCHANGED

Shares8,363 from 8,363

Change0 (0%)

Value$98.4K (+$1.7K)

Filed 2026-11-04

Raleigh Capital Management Inc.

INCREASED

Shares6,016 from 5,843

Change+173 (+3%)

Value$70.8K (+$3.2K)

Filed 2026-10-28

Westside Investment Management, Inc.

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$70.6K (+$1.2K)

Filed 2026-11-02

Golden State Wealth Management, LLC

INCREASED

Shares4,475 from 3,638

Change+837 (+23%)

Value$52.7K (+$10.6K)

Filed 2026-11-02

Chilton Capital Management LLC

UNCHANGED

Shares4,432 from 4,432

Change0 (0%)

Value$52.2K (+$886)

Filed 2026-10-28

Tounjian Advisory Partners, LLC

INCREASED

Shares2,665 from 2,589

Change+76 (+3%)

Value$31.4K (+$1.4K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$29.4K (+$500)

Filed 2026-10-27

Essential Investment Partners LLC

UNCHANGED

Shares2,183 from 2,183

Change0 (0%)

Value$25.7K (+$437)

Filed 2026-10-27

Wolff Wiese Magana LLC

UNCHANGED

Shares2,076 from 2,076

Change0 (0%)

Value$24.4K (+$415)

Filed 2026-10-15

Nfsg Corp

UNCHANGED

Shares2,072 from 2,072

Change0 (0%)

Value$24.4K (+$414)

Filed 2026-10-15

IFP Advisors, Inc

DECREASED

Shares1,973 from 2,088

Change-115 (-6%)

Value$23.2K (-$936)

Filed 2026-10-16

State of Alaska, Department of Revenue

NEW

Shares1,934

Change+1,934

Value$22

Filed 2026-10-15

Larson Financial Group LLC

DECREASED

Shares1,639 from 2,893

Change-1,254 (-43%)

Value$19.3K (-$14.2K)

Filed 2026-11-05

Trust Co

UNCHANGED

Shares856 from 856

Change0 (0%)

Value$10.1K (+$171)

Filed 2026-10-09

Farther Finance Advisors, LLC

DECREASED

Shares629 from 1,260

Change-631 (-50%)

Value$7.4K (-$7.2K)

Filed 2026-10-08

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares538 from 538

Change0 (0%)

Value$6.3K (+$108)

Filed 2026-10-15

Kozak & Associates, Inc.

UNCHANGED

Shares280 from 280

Change0 (0%)

Value$3.3K (+$5)

Filed 2026-10-29

IFS Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1.2K (+$20)

Filed 2026-10-14

Archer Investment Corp

INCREASED

Shares29 from 28

Change+1 (+4%)

Value$337 (+$16)

Filed 2026-11-05

Citigroup Inc

NEW

Shares1

Change+1

Value$12

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

DECREASED

Shares1 from 5

Change-4 (-80%)

Value$12 (-$46)

Filed 2026-10-29

Barclays PLC

CLOSED

Shares0 from 142,933

Change-142,933 (-100%)

Value$0 (-$1.7M)

Filed 2026-11-06

Garrett Wealth Advisory Group, LLC

CLOSED

Shares0 from 90,038

Change-90,038 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-22

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 46,402

Change-46,402 (-100%)

Value$0 (-$536.9K)

Filed 2026-10-21

Fisher Asset Management, LLC

CLOSED

Shares0 from 23,632

Change-23,632 (-100%)

Value$0 (-$273.4K)

Filed 2026-11-06

Carmel Capital Partners, LLC

CLOSED

Shares0 from 14,452

Change-14,452 (-100%)

Value$0 (-$167.2K)

Filed 2026-11-03

Money Concepts Capital Corp

CLOSED

Shares0 from 13,772

Change-13,772 (-100%)

Value$0 (-$159.3K)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 12,960

Change-12,960 (-100%)

Value$0 (-$149.9K)

Filed 2026-10-16

Savant Capital, LLC

CLOSED

Shares0 from 11,427

Change-11,427 (-100%)

Value$0 (-$135.7K)

Filed 2026-11-06

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 3,643

Change-3,643 (-100%)

Value$0 (-$42.2K)

Filed 2026-10-05

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,824

Change-1,824 (-100%)

Value$0 (-$21.5K)

Filed 2026-11-02

Halbert Hargrove Global Advisors, LLC

CLOSED

Shares0 from 1,075

Change-1,075 (-100%)

Value$0 (-$12.4K)

Filed 2026-10-16

Lanark Financial, Inc.

CLOSED

Shares0 from 834

Change-834 (-100%)

Value$0 (-$9.6K)

Filed 2026-10-26

Ares Management LLC

N/A

Shares— from 1,267,910

Change-1,267,910 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,006,541

Change-1,006,541 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 915,670

Change-915,670 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 783,888

Change-783,888 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 779,528

Change-779,528 (-100%)

Value—

North Ground Capital

N/A

Shares— from 537,600

Change-537,600 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 318,804

Change-318,804 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 258,741

Change-258,741 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 223,256

Change-223,256 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 211,898

Change-211,898 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 210,296

Change-210,296 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 206,254

Change-206,254 (-100%)

Value—

Clayton Partners LLC

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 174,876

Change-174,876 (-100%)

Value—

Alpine Global Management, LLC

N/A

Shares— from 152,492

Change-152,492 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 134,600

Change-134,600 (-100%)

Value—

Intrinsic Edge Capital Management LLC

N/A

Shares— from 130,000

Change-130,000 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 112,619

Change-112,619 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 106,794

Change-106,794 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 95,647

Change-95,647 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 89,913

Change-89,913 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 81,941

Change-81,941 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 81,253

Change-81,253 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 77,877

Change-77,877 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 71,950

Change-71,950 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 68,599

Change-68,599 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 57,511

Change-57,511 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 57,101

Change-57,101 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 53,836

Change-53,836 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 49,405

Change-49,405 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 42,946

Change-42,946 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 41,700

Change-41,700 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 39,937

Change-39,937 (-100%)

Value—

First Financial Bankshares Inc

N/A

Shares— from 38,435

Change-38,435 (-100%)

Value—

Varcov Co.

N/A

Shares— from 33,753

Change-33,753 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 33,217

Change-33,217 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 31,992

Change-31,992 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 31,801

Change-31,801 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 31,648

Change-31,648 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 31,357

Change-31,357 (-100%)

Value—

Strategic Financial Partners, Ltd.

N/A

Shares— from 28,320

Change-28,320 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 28,182

Change-28,182 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 25,196

Change-25,196 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 19,570

Change-19,570 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 17,468

Change-17,468 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 16,866

Change-16,866 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 16,479

Change-16,479 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 16,185

Change-16,185 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 15,885

Change-15,885 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 15,412

Change-15,412 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 14,846

Change-14,846 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 14,746

Change-14,746 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 14,689

Change-14,689 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 14,240

Change-14,240 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 13,286

Change-13,286 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 13,151

Change-13,151 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 12,034

Change-12,034 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 11,797

Change-11,797 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 11,797

Change-11,797 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 11,547

Change-11,547 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 11,432

Change-11,432 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 11,408

Change-11,408 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 11,362

Change-11,362 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 10,870

Change-10,870 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 10,771

Change-10,771 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 10,620

Change-10,620 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,002

Change-9,002 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 7,887

Change-7,887 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 5,976

Change-5,976 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,349

Change-4,349 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 3,250

Change-3,250 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 3,139

Change-3,139 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 2,955

Change-2,955 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 2,654

Change-2,654 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,490

Change-2,490 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 2,485

Change-2,485 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 1,428

Change-1,428 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,296

Change-1,296 (-100%)

Value—

Silicon Valley Capital Partners

N/A

Shares— from 1,209

Change-1,209 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,201

Change-1,201 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,174

Change-1,174 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 621

Change-621 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 603

Change-603 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 81

Change-81 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

	Status
Sanders Morris Harris LLC	INCREASED	2,908,143	2,263,426	+644,717	+28%	$26.2M	$35.5M	+$9.3M	2026-10-14
LPL Financial LLC	DECREASED	413,689	444,595	-30,906	-7%	$5.1M	$4.9M	-$274.8K	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	246,235	274,435	-28,200	-10%	$3.2M	$2.9K	-$3.2M	2026-11-02
Riverbridge Partners LLC	INCREASED	197,050	114,945	+82,105	+71%	$1.3M	$2.3M	+$989.4K	2026-11-05
J.W. Cole Advisors, Inc.	DECREASED	191,488	202,156	-10,668	-5%	$2.3M	$2.3M	-$85.1K	2026-11-05
Sigma Planning Corp	DECREASED	170,597	182,577	-11,980	-7%	$2.1M	$2.0M	-$104.5K	2026-10-23
Aviso Wealth Management	INCREASED	130,864	114,250	+16,614	+15%	$1.3M	$1.5M	+$218.4K	2026-11-04
Diversify Wealth Management, LLC	DECREASED	104,196	106,159	-1,963	-2%	$1.2M	$1.2M	+$12.0K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	104,196	106,159	-1,963	-2%	$1.2M	$1.2M	+$12.0K	2026-10-20
Merit Financial Group, LLC	INCREASED	91,729	90,722	+1,007	+1%	$1.0M	$1.1M	+$30.0K	2026-11-06
Rockport Wealth LLC	DECREASED	76,372	97,151	-20,779	-21%	$1.1M	$898.9K	-$225.1K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	58,737	75,281	-16,544	-22%	$871.0K	$691.3K	-$179.7K	2026-11-02
Confluence Investment Management LLC	INCREASED	55,294	54,422	+872	+2%	$629.7K	$650.8K	+$21.1K	2026-10-01
BOS Asset Management, LLC	UNCHANGED	55,290	55,290	0	0%	$639.7K	$650.8K	+$11.1K	2026-10-09
Prospera Financial Services Inc	INCREASED	50,208	47,824	+2,384	+5%	$553.5K	$596.1K	+$42.7K	2026-11-04
Meridian Investment Counsel Inc.	INCREASED	48,350	47,950	+400	+1%	$554.8K	$569.1K	+$14.3K	2026-10-14
Joel Isaacson & Co., LLC	INCREASED	46,862	46,174	+688	+1%	$534.2K	$551.6K	+$17.3K	2026-11-05
RFG Advisory, LLC	DECREASED	45,794	56,664	-10,870	-19%	$655.6K	$539.0K	-$116.6K	2026-11-03
Beacon Financial Advisory LLC	INCREASED	42,006	41,917	+89	+0%	$485.0K	$494.4K	+$9.4K	2026-10-16
Triumph Capital Management	UNCHANGED	40,773	40,773	0	0%	$471.7K	$479.9K	+$8.2K	2026-10-14
CoreCap Advisors, LLC	DECREASED	37,881	40,381	-2,500	-6%	$467.2K	$445.9K	-$21.3K	2026-10-08
Perigon Wealth Management, LLC	DECREASED	35,025	36,460	-1,435	-4%	$421.8K	$412.2K	-$9.6K	2026-10-22
Simplicity Wealth,LLC	INCREASED	34,098	34,048	+50	+0%	$393.9K	$401.3K	+$7.4K	2026-10-23
LSV Asset Management	NEW	33,200	—	+33,200	—	—	$391	—	2026-11-06
Eagle Global Advisors LLC	INCREASED	31,765	26,345	+5,420	+21%	$304.8K	$373.9K	+$69.1K	2026-11-02
Quaker Wealth Management, LLC	UNCHANGED	29,849	29,849	0	0%	$345.4K	$351.3K	+$6.0K	2026-10-22
Shepherd Financial Partners LLC	UNCHANGED	28,187	28,187	0	0%	$326.1K	$331.8K	+$5.6K	2026-11-03
Allworth Financial LP	UNCHANGED	27,403	27,403	0	0%	$317.1K	$317.1K	$0	2026-11-06
Kestra Advisory Services, LLC	INCREASED	27,194	24,973	+2,221	+9%	$288.9K	$320.1K	+$31.1K	2026-11-02
Tcfg Investment Advisors, LLC	DECREASED	26,901	31,281	-4,380	-14%	$363.4K	$315.6K	-$47.8K	2026-10-20
Intrua Financial, LLC	UNCHANGED	24,047	24,047	0	0%	$278.2K	$283.0K	+$4.8K	2026-10-28
Independent Financial Group, LLC	DECREASED	22,683	26,699	-4,016	-15%	$308.9K	$267.0K	-$41.9K	2026-10-13
Tsfg, LLC	INCREASED	21,426	18,315	+3,111	+17%	$212.0K	$252	-$211.7K	2026-10-23
Independent Solutions Wealth Management, LLC	UNCHANGED	20,939	20,939	0	0%	$242.3K	$246.5K	+$4.2K	2026-10-28
Global Assets Advisory, LLC	DECREASED	20,155	20,437	-282	-1%	$242.2K	$238.6K	-$3.6K	2026-10-28
Y-Intercept (Hong Kong) Ltd	DECREASED	19,889	28,496	-8,607	-30%	$329.7K	$234.1K	-$95.6K	2026-10-16
Creative Planning	DECREASED	19,637	34,450	-14,813	-43%	$398.6K	$231.1K	-$167.5K	2026-11-02
MacKenzie Financial Corp	INCREASED	18,978	18,424	+554	+3%	$213.2K	$223.4K	+$10.2K	2026-11-02
Princeton Global Asset Management LLC	UNCHANGED	17,121	17,121	0	0%	$198.1K	$201.5K	+$3.4K	2026-10-21
Brookstone Capital Management	UNCHANGED	15,888	15,888	0	0%	$183.8K	$187.0K	+$3.2K	2026-10-22
Childress Capital Advisors, LLC	UNCHANGED	15,679	15,679	0	0%	$181.4K	$184.5K	+$3.1K	2026-10-28
BostonPremier Wealth LLC	INCREASED	15,227	15,033	+194	+1%	$173.9K	$179.2K	+$5.3K	2026-10-16
Prime Capital Investment Advisors, LLC	INCREASED	14,719	14,626	+93	+1%	$169.2K	$173.2K	+$4.0K	2026-10-20
MQS Management LLC	INCREASED	14,578	11,080	+3,498	+32%	$128.2K	$171.6K	+$43.4K	2026-11-06
BridgePort Financial Solutions, LLC	UNCHANGED	14,302	14,302	0	0%	$165.5K	$168.3K	+$2.9K	2026-11-02
Tactive Advisors, LLC	DECREASED	12,740	15,240	-2,500	-16%	$176.3K	$150.0K	-$26.4K	2026-10-08
Lido Advisors, LLC	DECREASED	12,570	12,999	-429	-3%	$150.4K	$147.9K	-$2.4K	2026-11-04
Truist Financial Corp	NEW	11,521	—	+11,521	—	—	$135.6K	—	2026-10-30
Independent Wealth Network Inc.	INCREASED	11,294	11,286	+8	+0%	$130.6K	$132.9K	+$2.4K	2026-10-19
WealthCare Investment Partners, LLC	DECREASED	11,125	11,869	-744	-6%	$137.3K	$130.9K	-$6.4K	2026-11-05
Closed-End Fund Advisors, Inc.	NEW	11,090	—	+11,090	—	—	$130.5K	—	2026-11-04
CX Institutional	DECREASED	10,247	10,327	-80	-1%	$119	$121	+$2	2026-10-02
Pinkerton Wealth, LLC	DECREASED	10,123	14,073	-3,950	-28%	$171.4K	$119.1K	-$52.3K	2026-10-29
True Freedom Investing, LLC	DECREASED	10,123	14,073	-3,950	-28%	$171.4K	$119.1K	-$52.3K	2026-10-29
Bison Wealth, LLC	DECREASED	10,044	12,399	-2,355	-19%	$144.1K	$119.2K	-$24.9K	2026-10-13
United Financial Planning Group LLC	UNCHANGED	8,363	8,363	0	0%	$96.8K	$98.4K	+$1.7K	2026-11-04
Raleigh Capital Management Inc.	INCREASED	6,016	5,843	+173	+3%	$67.6K	$70.8K	+$3.2K	2026-10-28
Westside Investment Management, Inc.	UNCHANGED	6,000	6,000	0	0%	$69.4K	$70.6K	+$1.2K	2026-11-02
Golden State Wealth Management, LLC	INCREASED	4,475	3,638	+837	+23%	$42.1K	$52.7K	+$10.6K	2026-11-02
Chilton Capital Management LLC	UNCHANGED	4,432	4,432	0	0%	$51.3K	$52.2K	+$886	2026-10-28
Tounjian Advisory Partners, LLC	INCREASED	2,665	2,589	+76	+3%	$30.0K	$31.4K	+$1.4K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	2,500	2,500	0	0%	$28.9K	$29.4K	+$500	2026-10-27
Essential Investment Partners LLC	UNCHANGED	2,183	2,183	0	0%	$25.3K	$25.7K	+$437	2026-10-27
Wolff Wiese Magana LLC	UNCHANGED	2,076	2,076	0	0%	$24.0K	$24.4K	+$415	2026-10-15
Nfsg Corp	UNCHANGED	2,072	2,072	0	0%	$24.0K	$24.4K	+$414	2026-10-15
IFP Advisors, Inc	DECREASED	1,973	2,088	-115	-6%	$24.2K	$23.2K	-$936	2026-10-16
State of Alaska, Department of Revenue	NEW	1,934	—	+1,934	—	—	$22	—	2026-10-15
Larson Financial Group LLC	DECREASED	1,639	2,893	-1,254	-43%	$33.5K	$19.3K	-$14.2K	2026-11-05
Trust Co	UNCHANGED	856	856	0	0%	$9.9K	$10.1K	+$171	2026-10-09
Farther Finance Advisors, LLC	DECREASED	629	1,260	-631	-50%	$14.6K	$7.4K	-$7.2K	2026-10-08
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	538	538	0	0%	$6.2K	$6.3K	+$108	2026-10-15
Kozak & Associates, Inc.	UNCHANGED	280	280	0	0%	$3.3K	$3.3K	+$5	2026-10-29
IFS Advisors, LLC	UNCHANGED	100	100	0	0%	$1.2K	$1.2K	+$20	2026-10-14
Archer Investment Corp	INCREASED	29	28	+1	+4%	$321	$337	+$16	2026-11-05
Citigroup Inc	NEW	1	—	+1	—	—	$12	—	2026-11-04
Caitong International Asset Management Co., Ltd	DECREASED	1	5	-4	-80%	$58	$12	-$46	2026-10-29
Barclays PLC	CLOSED	0	142,933	-142,933	-100%	$1.7M	$0	-$1.7M	2026-11-06
Garrett Wealth Advisory Group, LLC	CLOSED	0	90,038	-90,038	-100%	$1.0M	$0	-$1.0M	2026-10-22
Wealthcare Advisory Partners LLC	CLOSED	0	46,402	-46,402	-100%	$536.9K	$0	-$536.9K	2026-10-21
Fisher Asset Management, LLC	CLOSED	0	23,632	-23,632	-100%	$273.4K	$0	-$273.4K	2026-11-06
Carmel Capital Partners, LLC	CLOSED	0	14,452	-14,452	-100%	$167.2K	$0	-$167.2K	2026-11-03
Money Concepts Capital Corp	CLOSED	0	13,772	-13,772	-100%	$159.3K	$0	-$159.3K	2026-11-06
Concurrent Investment Advisors, LLC	CLOSED	0	12,960	-12,960	-100%	$149.9K	$0	-$149.9K	2026-10-16
Savant Capital, LLC	CLOSED	0	11,427	-11,427	-100%	$135.7K	$0	-$135.7K	2026-11-06
MassMutual Private Wealth & Trust, FSB	CLOSED	0	3,643	-3,643	-100%	$42.2K	$0	-$42.2K	2026-10-05
International Assets Investment Management, LLC	CLOSED	0	1,824	-1,824	-100%	$21.5K	$0	-$21.5K	2026-11-02
Halbert Hargrove Global Advisors, LLC	CLOSED	0	1,075	-1,075	-100%	$12.4K	$0	-$12.4K	2026-10-16
Lanark Financial, Inc.	CLOSED	0	834	-834	-100%	$9.6K	$0	-$9.6K	2026-10-26
Ares Management LLC	N/A	—	1,267,910	-1,267,910	-100%	$14.7M	—	—	—
UBS Group AG	N/A	—	1,006,541	-1,006,541	-100%	$11.6M	—	—	—
Van Eck Associates Corp	N/A	—	915,670	-915,670	-100%	$10.6M	—	—	—
Two Sigma Investments, LP	N/A	—	783,888	-783,888	-100%	$9.1M	—	—	—
Franklin Resources Inc	N/A	—	779,528	-779,528	-100%	$9.0M	—	—	—
North Ground Capital	N/A	—	537,600	-537,600	-100%	$6.2M	—	—	—
Marshall Wace, LLP	N/A	—	318,804	-318,804	-100%	$3.7M	—	—	—
Cetera Investment Advisers	N/A	—	258,741	-258,741	-100%	$3.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	223,256	-223,256	-100%	$2.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	211,898	-211,898	-100%	$2.5M	—	—	—
Centaurus Financial, Inc.	N/A	—	210,296	-210,296	-100%	$2.4M	—	—	—
FJ Capital Management LLC	N/A	—	206,254	-206,254	-100%	$2.4M	—	—	—
Clayton Partners LLC	N/A	—	200,000	-200,000	-100%	$2.3M	—	—	—
BlackRock, Inc.	N/A	—	174,876	-174,876	-100%	$2.0M	—	—	—
Alpine Global Management, LLC	N/A	—	152,492	-152,492	-100%	$1.8M	—	—	—
Morgan Stanley	N/A	—	134,600	-134,600	-100%	$1.6M	—	—	—
Intrinsic Edge Capital Management LLC	N/A	—	130,000	-130,000	-100%	$1.5M	—	—	—
Atom Investors LP	N/A	—	112,619	-112,619	-100%	$1.3M	—	—	—
Arax Advisory Partners	N/A	—	106,794	-106,794	-100%	$1.2M	—	—	—
Arkadios Wealth Advisors	N/A	—	95,647	-95,647	-100%	$1.1M	—	—	—
Private Advisor Group, LLC	N/A	—	89,913	-89,913	-100%	$1.0M	—	—	—
Harbour Investments, Inc.	N/A	—	81,941	-81,941	-100%	$948.1K	—	—	—
Magnetar Financial LLC	N/A	—	81,253	-81,253	-100%	$940.1K	—	—	—
XTX Topco Ltd	N/A	—	77,877	-77,877	-100%	$901.0K	—	—	—
Legacy Wealth Managment, LLC	N/A	—	71,950	-71,950	-100%	$832.5K	—	—	—
Millennium Management LLC	N/A	—	68,599	-68,599	-100%	$793.7K	—	—	—
Neuberger Berman Group LLC	N/A	—	57,511	-57,511	-100%	$665.4K	—	—	—
Captrust Financial Advisors	N/A	—	57,101	-57,101	-100%	$660.7K	—	—	—
Royal Bank of Canada	N/A	—	53,836	-53,836	-100%	$623.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	49,405	-49,405	-100%	$571.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	42,946	-42,946	-100%	$496.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	41,700	-41,700	-100%	$482.5K	—	—	—
Raymond James Financial Inc	N/A	—	39,937	-39,937	-100%	$462.1K	—	—	—
First Financial Bankshares Inc	N/A	—	38,435	-38,435	-100%	$444.7K	—	—	—
Varcov Co.	N/A	—	33,753	-33,753	-100%	$390.5K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	33,217	-33,217	-100%	$384.3K	—	—	—
Advisory Alpha, LLC	N/A	—	31,992	-31,992	-100%	$370.1K	—	—	—
WCG Wealth Advisors LLC	N/A	—	31,801	-31,801	-100%	$367.9K	—	—	—
MML Investors Services, LLC	N/A	—	31,648	-31,648	-100%	$366.2K	—	—	—
HRT Financial LP	N/A	—	31,357	-31,357	-100%	$362.0K	—	—	—
Strategic Financial Partners, Ltd.	N/A	—	28,320	-28,320	-100%	$327.7K	—	—	—
Mariner, LLC	N/A	—	28,182	-28,182	-100%	$326.1K	—	—	—
Summit Financial, LLC	N/A	—	25,196	-25,196	-100%	$291.5K	—	—	—
Harvest Investment Services, LLC	N/A	—	19,570	-19,570	-100%	$226.4K	—	—	—
Jane Street Group, LLC	N/A	—	17,468	-17,468	-100%	$202.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	16,866	-16,866	-100%	$195.1K	—	—	—
Savvy Advisors, Inc.	N/A	—	16,479	-16,479	-100%	$190.7K	—	—	—
IHT Wealth Management, LLC	N/A	—	16,185	-16,185	-100%	$187.3K	—	—	—
SageView Advisory Group, LLC	N/A	—	15,885	-15,885	-100%	$186.7K	—	—	—
Focus Partners Wealth	N/A	—	15,412	-15,412	-100%	$178.3K	—	—	—
PFG Investments, LLC	N/A	—	14,846	-14,846	-100%	$171.8K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	14,746	-14,746	-100%	$170.6K	—	—	—
Price T Rowe Associates Inc	N/A	—	14,689	-14,689	-100%	$170.0K	—	—	—
Pure Financial Advisors, LLC	N/A	—	14,240	-14,240	-100%	$164.8K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	13,286	-13,286	-100%	$153.7K	—	—	—
Bank of America Corp	N/A	—	13,151	-13,151	-100%	$152.2K	—	—	—
Ameriprise Financial Inc	N/A	—	12,034	-12,034	-100%	$139.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	11,797	-11,797	-100%	$136.5K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	11,797	-11,797	-100%	$136.5K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	11,547	-11,547	-100%	$133.6K	—	—	—
Kovack Advisors, Inc.	N/A	—	11,432	-11,432	-100%	$134.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	11,408	-11,408	-100%	$132.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	11,362	-11,362	-100%	$131.5K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	10,870	-10,870	-100%	$125.8K	—	—	—
Entropy Technologies, LP	N/A	—	10,771	-10,771	-100%	$124.6K	—	—	—
EP Wealth Advisors, LLC	N/A	—	10,620	-10,620	-100%	$122.9K	—	—	—
Nomura Holdings Inc	N/A	—	10,000	-10,000	-100%	$115.7K	—	—	—
JPMorgan Chase & Co	N/A	—	9,002	-9,002	-100%	$105.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	7,887	-7,887	-100%	$91.3K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	5,976	-5,976	-100%	$69.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,349	-4,349	-100%	$50.3K	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	3,250	-3,250	-100%	$37.6K	—	—	—
IFG Advisory, LLC	N/A	—	3,139	-3,139	-100%	$36.3K	—	—	—
PlanVest Financial, Inc	N/A	—	2,955	-2,955	-100%	$34.2K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	2,654	-2,654	-100%	$30.7K	—	—	—
BFC Planning, Inc.	N/A	—	2,490	-2,490	-100%	$28.8K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	2,485	-2,485	-100%	$28.8K	—	—	—
Nomura Asset Management Co LTD	N/A	—	1,428	-1,428	-100%	$16.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,296	-1,296	-100%	$15.0K	—	—	—
Silicon Valley Capital Partners	N/A	—	1,209	-1,209	-100%	$14.0K	—	—	—
Wells Fargo & Company	N/A	—	1,201	-1,201	-100%	$13.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,174	-1,174	-100%	$13.6K	—	—	—
HFM Investment Advisors, LLC	N/A	—	621	-621	-100%	$7.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	603	-603	-100%	$7.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	81	-81	-100%	$937	—	—	—
Allied Private Wealth LLC	N/A	—	20	-20	-100%	$229	—	—	—

Showing 174 of 174 institutions