MacKenzie Rlty Cap Inc

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

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

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Concorde Asset Management, LLC

NEW

Shares23,880

Change+23,880

Value$120.0K

Filed 2025-11-14

Osaic Holdings, Inc.

DECREASED

Shares2,750 from 14,653

Change-11,903 (-81%)

Value$1.6K (-$8.3K)

Filed 2025-11-14

Armistice Capital, LLC

CLOSED

Shares0 from 1,243,735

Change-1,243,735 (-100%)

Value$0 (-$833.3K)

Filed 2025-11-17

Vanguard Group Inc

CLOSED

Shares0 from 247,105

Change-247,105 (-100%)

Value$0 (-$163.1K)

Filed 2025-11-07

Geode Capital Management, LLC

CLOSED

Shares0 from 158,105

Change-158,105 (-100%)

Value$0 (-$104.3K)

Filed 2025-11-12

Legacy Wealth Managment, LLC

CLOSED

Shares0 from 125,366

Change-125,366 (-100%)

Value$0 (-$84.0K)

Filed 2025-11-12

Savvy Advisors, Inc.

CLOSED

Shares0 from 87,133

Change-87,133 (-100%)

Value$0 (-$58.4K)

Filed 2025-11-06

Brookstone Capital Management

CLOSED

Shares0 from 83,745

Change-83,745 (-100%)

Value$0 (-$56.1K)

Filed 2025-10-15

Ameriprise Financial Inc

CLOSED

Shares0 from 80,221

Change-80,221 (-100%)

Value$0 (-$53.7K)

Filed 2025-11-14

LPL Financial LLC

CLOSED

Shares0 from 46,508

Change-46,508 (-100%)

Value$0 (-$44.6K)

Filed 2025-11-12

Arkadios Wealth Advisors

CLOSED

Shares0 from 36,030

Change-36,030 (-100%)

Value$0 (-$24.1K)

Filed 2025-10-29

BlackRock, Inc.

CLOSED

Shares0 from 35,165

Change-35,165 (-100%)

Value$0 (-$23.6K)

Filed 2025-11-12

Tcfg Wealth Management, LLC

CLOSED

Shares0 from 32,682

Change-32,682 (-100%)

Value$0 (-$21.9K)

Filed 2025-11-21

Advisors Capital Management, LLC

CLOSED

Shares0 from 25,775

Change-25,775 (-100%)

Value$0 (-$17.3K)

Filed 2025-11-07

Creative Planning

CLOSED

Shares0 from 24,359

Change-24,359 (-100%)

Value$0 (-$16.3K)

Filed 2025-11-14

Pineridge Advisors LLC

CLOSED

Shares0 from 24,197

Change-24,197 (-100%)

Value$0 (-$16.2K)

Filed 2025-11-04

Brookwood Investment Group LLC

CLOSED

Shares0 from 22,760

Change-22,760 (-100%)

Value$0 (-$15.2K)

Filed 2025-10-21

Focus Partners Wealth

CLOSED

Shares0 from 19,866

Change-19,866 (-100%)

Value$0 (-$13.3K)

Filed 2025-11-14

World Equity Group, Inc.

CLOSED

Shares0 from 18,278

Change-18,278 (-100%)

Value$0 (-$12.2K)

Filed 2025-10-24

25 LLC

CLOSED

Shares0 from 18,120

Change-18,120 (-100%)

Value$0 (-$12.1K)

Filed 2025-10-16

Meridian Wealth Management, LLC

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$10.1K)

Filed 2025-11-04

HRT Financial LP

CLOSED

Shares0 from 12,832

Change-12,832 (-100%)

Value$0 (-$8)

Filed 2025-11-14

Northern Trust Corp

CLOSED

Shares0 from 12,674

Change-12,674 (-100%)

Value$0 (-$8.5K)

Filed 2025-11-14

Ground Swell Capital, LLC

CLOSED

Shares0 from 11,904

Change-11,904 (-100%)

Value$0 (-$7.9K)

Filed 2025-11-06

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 10,867

Change-10,867 (-100%)

Value$0 (-$7)

Filed 2025-10-22

UBS Group AG

CLOSED

Shares0 from 8,114

Change-8,114 (-100%)

Value$0 (-$5.4K)

Filed 2025-11-13

Raymond James Financial Inc

CLOSED

Shares0 from 7,500

Change-7,500 (-100%)

Value$0 (-$5.0K)

Filed 2025-11-14

Kozak & Associates, Inc.

CLOSED

Shares0 from 5,291

Change-5,291 (-100%)

Value$0 (-$3.5K)

Filed 2025-11-18

Morgan Stanley

CLOSED

Shares0 from 4,684

Change-4,684 (-100%)

Value$0 (-$3.1K)

Filed 2026-05-27

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 3,428

Change-3,428 (-100%)

Value$0 (-$2.3K)

Filed 2025-11-14

Bank of America Corp

CLOSED

Shares0 from 2,787

Change-2,787 (-100%)

Value$0 (-$1.9K)

Filed 2026-02-03

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 1,300

Change-1,300 (-100%)

Value$0 (-$858)

Filed 2025-10-23

Legacy Investment Solutions, LLC

N/A

Shares— from 125,366

Change-125,366 (-100%)

Value—

Clarity Capital Partners LLC

N/A

Shares— from 34,947

Change-34,947 (-100%)

Value—

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Concorde Asset Management, LLC	NEW	23,880	—	+23,880	—	—	$120.0K	—	2025-11-14
Osaic Holdings, Inc.	DECREASED	2,750	14,653	-11,903	-81%	$9.8K	$1.6K	-$8.3K	2025-11-14
Armistice Capital, LLC	CLOSED	0	1,243,735	-1,243,735	-100%	$833.3K	$0	-$833.3K	2025-11-17
Vanguard Group Inc	CLOSED	0	247,105	-247,105	-100%	$163.1K	$0	-$163.1K	2025-11-07
Geode Capital Management, LLC	CLOSED	0	158,105	-158,105	-100%	$104.3K	$0	-$104.3K	2025-11-12
Legacy Wealth Managment, LLC	CLOSED	0	125,366	-125,366	-100%	$84.0K	$0	-$84.0K	2025-11-12
Savvy Advisors, Inc.	CLOSED	0	87,133	-87,133	-100%	$58.4K	$0	-$58.4K	2025-11-06
Brookstone Capital Management	CLOSED	0	83,745	-83,745	-100%	$56.1K	$0	-$56.1K	2025-10-15
Ameriprise Financial Inc	CLOSED	0	80,221	-80,221	-100%	$53.7K	$0	-$53.7K	2025-11-14
LPL Financial LLC	CLOSED	0	46,508	-46,508	-100%	$44.6K	$0	-$44.6K	2025-11-12
Arkadios Wealth Advisors	CLOSED	0	36,030	-36,030	-100%	$24.1K	$0	-$24.1K	2025-10-29
BlackRock, Inc.	CLOSED	0	35,165	-35,165	-100%	$23.6K	$0	-$23.6K	2025-11-12
Tcfg Wealth Management, LLC	CLOSED	0	32,682	-32,682	-100%	$21.9K	$0	-$21.9K	2025-11-21
Advisors Capital Management, LLC	CLOSED	0	25,775	-25,775	-100%	$17.3K	$0	-$17.3K	2025-11-07
Creative Planning	CLOSED	0	24,359	-24,359	-100%	$16.3K	$0	-$16.3K	2025-11-14
Pineridge Advisors LLC	CLOSED	0	24,197	-24,197	-100%	$16.2K	$0	-$16.2K	2025-11-04
Brookwood Investment Group LLC	CLOSED	0	22,760	-22,760	-100%	$15.2K	$0	-$15.2K	2025-10-21
Focus Partners Wealth	CLOSED	0	19,866	-19,866	-100%	$13.3K	$0	-$13.3K	2025-11-14
World Equity Group, Inc.	CLOSED	0	18,278	-18,278	-100%	$12.2K	$0	-$12.2K	2025-10-24
25 LLC	CLOSED	0	18,120	-18,120	-100%	$12.1K	$0	-$12.1K	2025-10-16
Meridian Wealth Management, LLC	CLOSED	0	15,000	-15,000	-100%	$10.1K	$0	-$10.1K	2025-11-04
HRT Financial LP	CLOSED	0	12,832	-12,832	-100%	$8	$0	-$8	2025-11-14
Northern Trust Corp	CLOSED	0	12,674	-12,674	-100%	$8.5K	$0	-$8.5K	2025-11-14
Ground Swell Capital, LLC	CLOSED	0	11,904	-11,904	-100%	$7.9K	$0	-$7.9K	2025-11-06
Commonwealth Equity Services, LLC	CLOSED	0	10,867	-10,867	-100%	$7	$0	-$7	2025-10-22
UBS Group AG	CLOSED	0	8,114	-8,114	-100%	$5.4K	$0	-$5.4K	2025-11-13
Raymond James Financial Inc	CLOSED	0	7,500	-7,500	-100%	$5.0K	$0	-$5.0K	2025-11-14
Kozak & Associates, Inc.	CLOSED	0	5,291	-5,291	-100%	$3.5K	$0	-$3.5K	2025-11-18
Morgan Stanley	CLOSED	0	4,684	-4,684	-100%	$3.1K	$0	-$3.1K	2026-05-27
Tower Research Capital LLC (TRC)	CLOSED	0	3,428	-3,428	-100%	$2.3K	$0	-$2.3K	2025-11-14
Bank of America Corp	CLOSED	0	2,787	-2,787	-100%	$1.9K	$0	-$1.9K	2026-02-03
Nisa Investment Advisors, LLC	CLOSED	0	1,300	-1,300	-100%	$858	$0	-$858	2025-10-23
Legacy Investment Solutions, LLC	N/A	—	125,366	-125,366	-100%	$84.0K	—	—	—
Clarity Capital Partners LLC	N/A	—	34,947	-34,947	-100%	$23.4K	—	—	—
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 35 of 35 institutions