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Morgan Stanley Direct Lendin (MSDL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Generali Asset Management SPA SGR
UNCHANGED
Shares1,829,964 from 1,829,964
Change0 (0%)
Value$24.9M (-$2.7M)
Filed 2026-10-26
Lunate Capital Ltd
INCREASED
Shares1,319,110 from 1,103,814
Change+215,296 (+20%)
Value$18.0M (+$1.3M)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares1,092,790 from 1,061,802
Change+30,988 (+3%)
Value$14.9M (-$1.2M)
Filed 2026-11-06
Muzinich & Co., Inc.
INCREASED
Shares885,128 from 838,899
Change+46,229 (+6%)
Value$12.1M (-$619.9K)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares626,116 from 616,116
Change+10,000 (+2%)
Value$8.5M (-$781.7K)
Filed 2026-10-29
TT Capital Management LLC
INCREASED
Shares411,059 from 343,317
Change+67,742 (+20%)
Value$5.6M (+$411.8K)
Filed 2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares326,802 from 315,801
Change+11,001 (+3%)
Value$4.5M (-$320.6K)
Filed 2026-10-13
Americana Partners, LLC
DECREASED
Shares260,714 from 262,611
Change-1,897 (-1%)
Value$3.6M (-$417.2K)
Filed 2026-10-28
Cullen T Bankers, Inc.
UNCHANGED
Shares184,080 from 184,080
Change0 (0%)
Value$2.5M (-$274.3K)
Filed 2026-10-28
GraniteShares Advisors LLC
INCREASED
Shares166,952 from 164,369
Change+2,583 (+2%)
Value$2.3M (-$209.7K)
Filed 2026-10-29
Adams Asset Advisors, LLC
DECREASED
Shares145,210 from 148,696
Change-3,486 (-2%)
Value$2.0M (-$269.1K)
Filed 2026-10-08
Legacy Capital Wealth Partners, LLC
INCREASED
Shares116,535 from 110,870
Change+5,665 (+5%)
Value$1.6M (-$88.0K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares111,781 from 92,091
Change+19,690 (+21%)
Value$1.5M (+$131.2K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares99,857 from 96,296
Change+3,561 (+4%)
Value$1.4M (-$94.9K)
Filed 2026-10-16
Shikiar Asset Management Inc
DECREASED
Shares90,850 from 112,750
Change-21,900 (-19%)
Value$1.2K (-$1.7M)
Filed 2026-10-20
Arlington Capital Management Inc
NEW
Shares73,829
Change+73,829
Value$1.0M
Filed 2026-10-30
Confluence Investment Management LLC
INCREASED
Shares68,882 from 67,513
Change+1,369 (+2%)
Value$938.9K (-$81.9K)
Filed 2026-10-01
Activest Wealth Management
DECREASED
Shares68,455 from 88,943
Change-20,488 (-23%)
Value$933.0K (-$411.8K)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares55,982 from 25,943
Change+30,039 (+116%)
Value$763.0K (+$363.8K)
Filed 2026-11-04
Hourglass Capital, LLC
UNCHANGED
Shares48,672 from 48,672
Change0 (0%)
Value$663.4K (-$72.5K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares42,113 from 40,856
Change+1,257 (+3%)
Value$574.0K (-$43.7K)
Filed 2026-10-30
Closed-End Fund Advisors, Inc.
DECREASED
Shares32,921 from 40,516
Change-7,595 (-19%)
Value$448.7K (-$163.9K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares28,726 from 22,993
Change+5,733 (+25%)
Value$391.5K (+$43.9K)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares26,574 from 25,821
Change+753 (+3%)
Value$362 (-$389.6K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares24,416 from 15,254
Change+9,162 (+60%)
Value$333 (-$230.7K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,352 from 21,027
Change+3,325 (+16%)
Value$332 (-$317.7K)
Filed 2026-11-02
Global Strategic Investment Solutions, LLC
INCREASED
Shares23,060 from 21,927
Change+1,133 (+5%)
Value$314.3K (-$17.2K)
Filed 2026-10-16
Cowa, LLC
INCREASED
Shares20,852 from 19,720
Change+1,132 (+6%)
Value$284.2K (-$13.9K)
Filed 2026-10-30
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares20,722 from 20,722
Change0 (0%)
Value$313.3K ($0)
Filed 2026-10-15
Obsidian CIO, LLC
INCREASED
Shares18,810 from 18,269
Change+541 (+3%)
Value$256.4K (-$19.8K)
Filed 2026-11-05
Creekside Partners
NEW
Shares17,969
Change+17,969
Value$244.9K
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares17,780 from 22,410
Change-4,630 (-21%)
Value$242.3K (-$96.5K)
Filed 2026-10-26
Eagle Global Advisors LLC
INCREASED
Shares15,795 from 15,525
Change+270 (+2%)
Value$215.3K (-$19.5K)
Filed 2026-11-02
Clear Harbor Asset Management, LLC
UNCHANGED
Shares15,610 from 15,610
Change0 (0%)
Value$212.8K (-$23.3K)
Filed 2026-11-05
Commerce Advisors, LLC
DECREASED
Shares12,991 from 13,891
Change-900 (-6%)
Value$177.1K (-$33.0K)
Filed 2026-10-19
Sapient Capital LLC
UNCHANGED
Shares12,987 from 12,987
Change0 (0%)
Value$182.9K (-$19.4K)
Filed 2026-10-08
Simplex Trading, LLC
INCREASED
Shares12,685 from 9,360
Change+3,325 (+36%)
Value$172.9K (+$31.4K)
Filed 2026-11-04
True North Advisors, LLC
NEW
Shares11,514
Change+11,514
Value$162.1K
Filed 2026-10-22
GFS Advisors, LLC
INCREASED
Shares11,050 from 2,900
Change+8,150 (+281%)
Value$151.0K (-$1.5M)
Filed 2026-11-03
Sweeney & Michel, LLC
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$147.8K (-$14.2K)
Filed 2026-10-16
Larson Financial Group LLC
NEW
Shares10,340
Change+10,340
Value$140.9K
Filed 2026-11-05
Reicon Wealth Advisors, LLC
DECREASED
Shares10,192 from 17,646
Change-7,454 (-42%)
Value$138.9K (-$127.9K)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares10,000 from 24,000
Change-14,000 (-58%)
Value$136.3K (-$226.6K)
Filed 2026-11-06
Kelleher Financial Advisors
DECREASED
Shares7,131 from 8,048
Change-917 (-11%)
Value$97.2K (-$24.5K)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares3,555 from 3,555
Change0 (0%)
Value$48.5K (-$5.3K)
Filed 2026-11-04
State of Alaska, Department of Revenue
NEW
Shares3,359
Change+3,359
Value$45
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares3,168 from 3,458
Change-290 (-8%)
Value$43.2K (-$9.1K)
Filed 2026-11-06
Clayton Financial Group LLC
NEW
Shares2,073
Change+2,073
Value$28.3K
Filed 2026-10-13
Parallel Advisors, LLC
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$23.4K (-$2.6K)
Filed 2026-11-03
Golden State Wealth Management, LLC
NEW
Shares1,209
Change+1,209
Value$16.5K
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares1,020
Change+1,020
Value$13.9K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$15.1K ($0)
Filed 2026-11-06
Citigroup Inc
NEW
Shares482
Change+482
Value$6.6K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares460
Change+460
Value$6.3K
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$4 ($0)
Filed 2026-11-04
Roxbury Financial LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$2.2K (-$243)
Filed 2026-10-01
Savant Capital, LLC
CLOSED
Shares0 from 10,293
Change-10,293 (-100%)
Value$0 (-$149.7K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,129
Change-1,129 (-100%)
Value$0 (-$17.2K)
Filed 2026-11-02
Fifth Third Bancorp
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-05
Barclays PLC
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$47)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 15,723,274
Change-15,723,274 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,581,090
Change-2,581,090 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,014,119
Change-2,014,119 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 893,188
Change-893,188 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 775,128
Change-775,128 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 748,000
Change-748,000 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 650,437
Change-650,437 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 631,500
Change-631,500 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 539,662
Change-539,662 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 515,964
Change-515,964 (-100%)
Value—
DG Capital Management, LLC
N/A
Shares— from 475,537
Change-475,537 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 456,469
Change-456,469 (-100%)
Value—
CAZ Investments LP
N/A
Shares— from 399,455
Change-399,455 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 296,078
Change-296,078 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 240,374
Change-240,374 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 238,437
Change-238,437 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 205,200
Change-205,200 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 204,770
Change-204,770 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 204,517
Change-204,517 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 176,534
Change-176,534 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 165,873
Change-165,873 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 159,722
Change-159,722 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 148,087
Change-148,087 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 145,746
Change-145,746 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 141,101
Change-141,101 (-100%)
Value—
State Street Corp
N/A
Shares— from 124,279
Change-124,279 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 107,947
Change-107,947 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 95,023
Change-95,023 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 84,112
Change-84,112 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 82,946
Change-82,946 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 73,595
Change-73,595 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 69,269
Change-69,269 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 60,609
Change-60,609 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 59,442
Change-59,442 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 53,542
Change-53,542 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 52,862
Change-52,862 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 51,910
Change-51,910 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 49,345
Change-49,345 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 48,337
Change-48,337 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 46,340
Change-46,340 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 41,334
Change-41,334 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 35,119
Change-35,119 (-100%)
Value—
NewGen Asset Management Ltd
N/A
Shares— from 34,300
Change-34,300 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 33,858
Change-33,858 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 33,724
Change-33,724 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 29,955
Change-29,955 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 29,333
Change-29,333 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 29,001
Change-29,001 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 28,198
Change-28,198 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,154
Change-28,154 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 27,425
Change-27,425 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 27,394
Change-27,394 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 27,058
Change-27,058 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,690
Change-24,690 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 24,668
Change-24,668 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,089
Change-24,089 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,435
Change-23,435 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 20,303
Change-20,303 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,283
Change-20,283 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 18,547
Change-18,547 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 17,928
Change-17,928 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,669
Change-17,669 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,247
Change-16,247 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 14,964
Change-14,964 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 14,451
Change-14,451 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,026
Change-14,026 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 13,881
Change-13,881 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 11,577
Change-11,577 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 11,205
Change-11,205 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,550
Change-10,550 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 6,483
Change-6,483 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,618
Change-5,618 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Jones Road Capital Management, L.P.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 920
Change-920 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 227
Change-227 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 210
Change-210 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Status
Generali Asset Management SPA SGR
UNCHANGED1,829,9641,829,96400%$27.7M$24.9M-$2.7M2026-10-26
Lunate Capital Ltd
INCREASED1,319,1101,103,814+215,296+20%$16.7M$18.0M+$1.3M2026-11-05
Russell Investments Group, Ltd.
INCREASED1,092,7901,061,802+30,988+3%$16.1M$14.9M-$1.2M2026-11-06
Muzinich & Co., Inc.
INCREASED885,128838,899+46,229+6%$12.7M$12.1M-$619.9K2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED626,116616,116+10,000+2%$9.3M$8.5M-$781.7K2026-10-29
TT Capital Management LLC
INCREASED411,059343,317+67,742+20%$5.2M$5.6M+$411.8K2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED326,802315,801+11,001+3%$4.8M$4.5M-$320.6K2026-10-13
Americana Partners, LLC
DECREASED260,714262,611-1,897-1%$4.0M$3.6M-$417.2K2026-10-28
Cullen T Bankers, Inc.
UNCHANGED184,080184,08000%$2.8M$2.5M-$274.3K2026-10-28
GraniteShares Advisors LLC
INCREASED166,952164,369+2,583+2%$2.5M$2.3M-$209.7K2026-10-29
Adams Asset Advisors, LLC
DECREASED145,210148,696-3,486-2%$2.2M$2.0M-$269.1K2026-10-08
Legacy Capital Wealth Partners, LLC
INCREASED116,535110,870+5,665+5%$1.7M$1.6M-$88.0K2026-10-21
LPL Financial LLC
INCREASED111,78192,091+19,690+21%$1.4M$1.5M+$131.2K2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED99,85796,296+3,561+4%$1.5M$1.4M-$94.9K2026-10-16
Shikiar Asset Management Inc
DECREASED90,850112,750-21,900-19%$1.7M$1.2K-$1.7M2026-10-20
Arlington Capital Management Inc
NEW73,829—+73,829——$1.0M—2026-10-30
Confluence Investment Management LLC
INCREASED68,88267,513+1,369+2%$1.0M$938.9K-$81.9K2026-10-01
Activest Wealth Management
DECREASED68,45588,943-20,488-23%$1.3M$933.0K-$411.8K2026-10-15
Lido Advisors, LLC
INCREASED55,98225,943+30,039+116%$399.2K$763.0K+$363.8K2026-11-04
Hourglass Capital, LLC
UNCHANGED48,67248,67200%$735.9K$663.4K-$72.5K2026-10-26
Truist Financial Corp
INCREASED42,11340,856+1,257+3%$617.7K$574.0K-$43.7K2026-10-30
Closed-End Fund Advisors, Inc.
DECREASED32,92140,516-7,595-19%$612.6K$448.7K-$163.9K2026-11-04
Commonwealth Equity Services, LLC
INCREASED28,72622,993+5,733+25%$347.7K$391.5K+$43.9K2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED26,57425,821+753+3%$390.0K$362-$389.6K2026-10-22
Park Avenue Securities LLC
INCREASED24,41615,254+9,162+60%$231.0K$333-$230.7K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED24,35221,027+3,325+16%$318.0K$332-$317.7K2026-11-02
Global Strategic Investment Solutions, LLC
INCREASED23,06021,927+1,133+5%$331.5K$314.3K-$17.2K2026-10-16
Cowa, LLC
INCREASED20,85219,720+1,132+6%$298.2K$284.2K-$13.9K2026-10-30
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED20,72220,72200%$313.3K$313.3K$02026-10-15
Obsidian CIO, LLC
INCREASED18,81018,269+541+3%$276.2K$256.4K-$19.8K2026-11-05
Creekside Partners
NEW17,969—+17,969——$244.9K—2026-11-04
Oppenheimer & Co Inc
DECREASED17,78022,410-4,630-21%$338.8K$242.3K-$96.5K2026-10-26
Eagle Global Advisors LLC
INCREASED15,79515,525+270+2%$234.7K$215.3K-$19.5K2026-11-02
Clear Harbor Asset Management, LLC
UNCHANGED15,61015,61000%$236.0K$212.8K-$23.3K2026-11-05
Commerce Advisors, LLC
DECREASED12,99113,891-900-6%$210.0K$177.1K-$33.0K2026-10-19
Sapient Capital LLC
UNCHANGED12,98712,98700%$202.2K$182.9K-$19.4K2026-10-08
Simplex Trading, LLC
INCREASED12,6859,360+3,325+36%$141.5K$172.9K+$31.4K2026-11-04
True North Advisors, LLC
NEW11,514—+11,514——$162.1K—2026-10-22
GFS Advisors, LLC
INCREASED11,0502,900+8,150+281%$1.7M$151.0K-$1.5M2026-11-03
Sweeney & Michel, LLC
UNCHANGED10,50010,50000%$162.0K$147.8K-$14.2K2026-10-16
Larson Financial Group LLC
NEW10,340—+10,340——$140.9K—2026-11-05
Reicon Wealth Advisors, LLC
DECREASED10,19217,646-7,454-42%$266.8K$138.9K-$127.9K2026-11-04
Clearstead Advisors, LLC
DECREASED10,00024,000-14,000-58%$362.9K$136.3K-$226.6K2026-11-06
Kelleher Financial Advisors
DECREASED7,1318,048-917-11%$121.7K$97.2K-$24.5K2026-10-30
Creative Financial Designs Inc
UNCHANGED3,5553,55500%$53.8K$48.5K-$5.3K2026-11-04
State of Alaska, Department of Revenue
NEW3,359—+3,359——$45—2026-10-15
PNC Financial Services Group, Inc.
DECREASED3,1683,458-290-8%$52.3K$43.2K-$9.1K2026-11-06
Clayton Financial Group LLC
NEW2,073—+2,073——$28.3K—2026-10-13
Parallel Advisors, LLC
UNCHANGED1,7131,71300%$25.9K$23.4K-$2.6K2026-11-03
Golden State Wealth Management, LLC
NEW1,209—+1,209——$16.5K—2026-11-02
Latitude Advisors, LLC
NEW1,020—+1,020——$13.9K—2026-10-27
Allworth Financial LP
UNCHANGED1,0001,00000%$15.1K$15.1K$02026-11-06
Citigroup Inc
NEW482—+482——$6.6K—2026-11-04
Nova Financial LLC
NEW460—+460——$6.3K—2026-11-04
Avion Wealth
UNCHANGED30030000%$4$4$02026-11-04
Roxbury Financial LLC
UNCHANGED16316300%$2.5K$2.2K-$2432026-10-01
Savant Capital, LLC
CLOSED010,293-10,293-100%$149.7K$0-$149.7K2026-11-06
International Assets Investment Management, LLC
CLOSED01,129-1,129-100%$17.2K$0-$17.2K2026-11-02
Fifth Third Bancorp
CLOSED0306-306-100%$4.6K$0-$4.6K2026-11-05
Barclays PLC
CLOSED0147-147-100%$2.2K$0-$2.2K2026-11-06
JFS Wealth Advisors, LLC
CLOSED03-3-100%$47$0-$472026-11-03
Morgan Stanley
N/A—15,723,274-15,723,274-100%$237.7M———
UBS Group AG
N/A—2,581,090-2,581,090-100%$39.0M———
Van Eck Associates Corp
N/A—2,014,119-2,014,119-100%$30.5M———
Two Sigma Investments, LP
N/A—893,188-893,188-100%$13.5M———
Ares Management LLC
N/A—775,128-775,128-100%$11.7M———
Ensign Peak Advisors, Inc
N/A—748,000-748,000-100%$11.3M———
Altshuler Shaham Ltd
N/A—650,437-650,437-100%$9.8M———
American Financial Group Inc
N/A—631,500-631,500-100%$9.5M———
Brown Brothers Harriman & Co
N/A—539,662-539,662-100%$8.2M———
Wells Fargo & Company
N/A—515,964-515,964-100%$7.8M———
DG Capital Management, LLC
N/A—475,537-475,537-100%$7.2M———
Franklin Resources Inc
N/A—456,469-456,469-100%$6.9M———
CAZ Investments LP
N/A—399,455-399,455-100%$6.0M———
Trexquant Investment LP
N/A—296,078-296,078-100%$4.5M———
Fosun International Ltd
N/A—240,374-240,374-100%$3.6M———
HighTower Advisors, LLC
N/A—238,437-238,437-100%$3.6M———
P.A.W. Capital Corp
N/A—205,200-205,200-100%$3.1M———
Liberty Mutual Group Asset Management Inc.
N/A—204,770-204,770-100%$3.1M———
Millennium Management LLC
N/A—204,517-204,517-100%$3.1M———
Naviter Wealth, LLC
N/A—176,534-176,534-100%$2.7M———
Rockefeller Capital Management L.P.
N/A—165,873-165,873-100%$2.5M———
Sfmg, LLC
N/A—159,722-159,722-100%$2.4M———
Neuberger Berman Group LLC
N/A—148,087-148,087-100%$2.2M———
Raymond James Financial Inc
N/A—145,746-145,746-100%$2.2M———
Focus Partners Wealth
N/A—141,101-141,101-100%$2.1M———
State Street Corp
N/A—124,279-124,279-100%$1.9M———
Royal Bank of Canada
N/A—107,947-107,947-100%$1.6M———
Callodine Capital Management, LP
N/A—100,000-100,000-100%$1.5M———
Stifel Financial Corp
N/A—95,023-95,023-100%$1.4M———
LM Advisors LLC
N/A—84,112-84,112-100%$1.3K———
Ilex Capital Partners (UK) LLP
N/A—82,946-82,946-100%$1.3M———
Citadel Advisors LLC
N/A—73,595-73,595-100%$1.1M———
Victory Capital Management Inc
N/A—69,269-69,269-100%$1.0M———
Goldman Sachs Group Inc
N/A—60,609-60,609-100%$916.4K———
Balyasny Asset Management L.P.
N/A—59,442-59,442-100%$898.8K———
Susquehanna International Group, LLP
N/A—53,542-53,542-100%$809.6K———
Denali Advisors LLC
N/A—52,862-52,862-100%$799.3K———
Cetera Investment Advisers
N/A—51,910-51,910-100%$784.9K———
Captrust Financial Advisors
N/A—49,345-49,345-100%$746.1K———
Steward Partners Investment Advisory, LLC
N/A—48,337-48,337-100%$730.9K———
Engineers Gate Manager LP
N/A—46,340-46,340-100%$700.7K———
HRT Financial LP
N/A—41,334-41,334-100%$624.0K———
Scotia Capital Inc.
N/A—40,000-40,000-100%$604.8K———
Invesco Ltd.
N/A—35,119-35,119-100%$531.0K———
NewGen Asset Management Ltd
N/A—34,300-34,300-100%$518.6K———
Guggenheim Capital LLC
N/A—33,858-33,858-100%$511.9K———
Fiduciary Group, LLC
N/A—33,724-33,724-100%$509.9K———
Texas Yale Capital Corp.
N/A—29,955-29,955-100%$452.9K———
Belpointe Asset Management LLC
N/A—29,333-29,333-100%$443.5K———
Infrastructure Capital Advisors, LLC
N/A—29,001-29,001-100%$438.5K———
XTX Topco Ltd
N/A—28,198-28,198-100%$426.4K———
Envestnet Asset Management Inc
N/A—28,154-28,154-100%$425.7K———
Squarepoint Ops LLC
N/A—27,425-27,425-100%$414.7K———
Northern Trust Corp
N/A—27,394-27,394-100%$414.2K———
O'rourke & Company, Inc
N/A—27,058-27,058-100%$409.1K———
Osaic Holdings, Inc.
N/A—24,690-24,690-100%$373.3K———
Virtus Investment Advisers, LLC
N/A—24,668-24,668-100%$373.0K———
National Bank of Canada
N/A—24,089-24,089-100%$364.2K———
Bank of America Corp
N/A—23,435-23,435-100%$354.3K———
Pathstone Holdings, LLC
N/A—20,303-20,303-100%$307.0K———
JPMorgan Chase & Co
N/A—20,283-20,283-100%$317.2K———
Almitas Capital LLC
N/A—20,000-20,000-100%$302.4K———
Everpar Advisors LLC
N/A—18,547-18,547-100%$280.4K———
Icon Wealth Advisors, LLC
N/A—17,928-17,928-100%$271.1K———
Sanctuary Advisors, LLC
N/A—17,669-17,669-100%$267.2K———
AQR Capital Management LLC
N/A—16,247-16,247-100%$245.6K———
CFO4Life Group, LLC
N/A—14,964-14,964-100%$226.3K———
Entropy Technologies, LP
N/A—14,451-14,451-100%$218.5K———
Mercer Global Advisors Inc
N/A—14,026-14,026-100%$212.1K———
DRW Securities, LLC
N/A—13,881-13,881-100%$209.9K———
Gilbert & Cook, Inc.
N/A—12,131-12,131-100%$183.4K———
Centiva Capital, LP
N/A—11,577-11,577-100%$175.0K———
Osbon Capital Management LLC
N/A—11,205-11,205-100%$169.4K———
Janney Montgomery Scott LLC
N/A—10,550-10,550-100%$160.0K———
Black Maple Capital Management LP
N/A—10,000-10,000-100%$151.2K———
Group One Trading LLC
N/A—6,700-6,700-100%$101.3K———
Quantbot Technologies LP
N/A—6,483-6,483-100%$98.0K———
Harbour Investments, Inc.
N/A—5,618-5,618-100%$84.9K———
BNP Paribas Financial Markets
N/A—5,300-5,300-100%$80.1K———
Federation des caisses Desjardins du Quebec
N/A—4,098-4,098-100%$62.0K———
Ameritas Advisory Services, LLC
N/A—3,388-3,388-100%$51.2K———
Rhumbline Advisers
N/A—3,183-3,183-100%$48.1K———
Jones Road Capital Management, L.P.
N/A—2,000-2,000-100%$30.2K———
Northwestern Mutual Wealth Management Co
N/A—1,850-1,850-100%$28.0K———
Hollencrest Capital Management
N/A—1,287-1,287-100%$19.5K———
Tower Research Capital LLC (TRC)
N/A—920-920-100%$13.9K———
Bartlett & Co. Wealth Management LLC
N/A—900-900-100%$14.0K———
BFC Planning, Inc.
N/A—227-227-100%$3.4K———
Atlantic Union Bankshares Corp
N/A—210-210-100%$3.2K———
Allied Private Wealth LLC
N/A—120-120-100%$1.8K———
Showing 151 of 151 institutions