New Mountain Finance Corp (NMFC)

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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LSV Asset Management

INCREASED

Shares3,087,318 from 3,000,718

Change+86,600 (+3%)

Value$21.4K (-$21.5M)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares1,425,503 from 1,383,171

Change+42,332 (+3%)

Value$9.9M (-$52.9K)

Filed 2026-11-06

Muzinich & Co., Inc.

INCREASED

Shares878,605 from 850,170

Change+28,435 (+3%)

Value$6.1M (-$15.8K)

Filed 2026-10-22

Sumitomo Mitsui Trust Group, Inc.

UNCHANGED

Shares688,578 from 688,578

Change0 (0%)

Value$4.8M (-$172.1K)

Filed 2026-10-29

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares389,692 from 483,324

Change-93,632 (-19%)

Value$2.7M (-$768.8K)

Filed 2026-10-13

GraniteShares Advisors LLC

INCREASED

Shares387,410 from 303,327

Change+84,083 (+28%)

Value$2.7M (+$506.0K)

Filed 2026-10-29

Tranquility Partners, LLC

INCREASED

Shares290,807 from 284,229

Change+6,578 (+2%)

Value$2.0M (-$25.5K)

Filed 2026-10-20

Confluence Investment Management LLC

INCREASED

Shares283,303 from 277,609

Change+5,694 (+2%)

Value$2.0M (-$30.0K)

Filed 2026-10-01

Farther Finance Advisors, LLC

INCREASED

Shares147,836 from 115,100

Change+32,736 (+28%)

Value$1.0M (+$197.8K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares93,868 from 93,524

Change+344 (+0%)

Value$650 (-$670.4K)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares76,514 from 110,508

Change-33,994 (-31%)

Value$529.5K (-$262.9K)

Filed 2026-11-06

BI Asset Management Fondsmaeglerselskab A/S

INCREASED

Shares49,728 from 48,505

Change+1,223 (+3%)

Value$344 (-$347.7K)

Filed 2026-10-22

State of Wyoming

NEW

Shares48,784

Change+48,784

Value$337.6K

Filed 2026-10-28

Concurrent Investment Advisors, LLC

NEW

Shares46,433

Change+46,433

Value$321.3K

Filed 2026-10-16

Spire Wealth Management

UNCHANGED

Shares45,600 from 45,600

Change0 (0%)

Value$315.6K (-$11.4K)

Filed 2026-10-30

Nordwand Advisors, LLC

UNCHANGED

Shares41,800 from 41,800

Change0 (0%)

Value$289.3K (-$10.5K)

Filed 2026-11-05

MacKenzie Financial Corp

INCREASED

Shares33,511 from 33,498

Change+13 (+0%)

Value$231.9K (-$8.3K)

Filed 2026-11-02

Oppenheimer & Co Inc

INCREASED

Shares30,992 from 30,292

Change+700 (+2%)

Value$214.5K (-$2.7K)

Filed 2026-10-26

First Affirmative Financial Network

NEW

Shares29,135

Change+29,135

Value$201.6K

Filed 2026-10-21

TrueMark Investments, LLC

NEW

Shares26,991

Change+26,991

Value$186.8K

Filed 2026-11-05

Generali Investments CEE, investicni spolecnost, a.s.

UNCHANGED

Shares25,251 from 25,251

Change0 (0%)

Value$181.1K ($0)

Filed 2026-10-15

SMH Capital Advisors Inc

NEW

Shares25,169

Change+25,169

Value$174.2K

Filed 2026-10-29

Catalyst Capital Advisors LLC

UNCHANGED

Shares25,169 from 25,169

Change0 (0%)

Value$174.2K (-$6.3K)

Filed 2026-11-02

CenterStar Asset Management, LLC

UNCHANGED

Shares24,400 from 24,400

Change0 (0%)

Value$169.2K (-$5.6K)

Filed 2026-10-09

International Assets Investment Management, LLC

DECREASED

Shares21,121 from 31,098

Change-9,977 (-32%)

Value$148.5K (-$75.1K)

Filed 2026-11-02

Genesee Capital Advisors, LLC

INCREASED

Shares20,141 from 16,447

Change+3,694 (+22%)

Value$139.4K (+$21.5K)

Filed 2026-10-20

HB Wealth Management, LLC

INCREASED

Shares19,481 from 12,206

Change+7,275 (+60%)

Value$134.8K (+$47.3K)

Filed 2026-10-23

Apella Capital, LLC

UNCHANGED

Shares17,525 from 17,525

Change0 (0%)

Value$118.1K (-$5.4K)

Filed 2026-10-08

Glenview Trust Co

UNCHANGED

Shares17,500 from 17,500

Change0 (0%)

Value$121.1K (-$4.4K)

Filed 2026-10-28

Closed-End Fund Advisors, Inc.

DECREASED

Shares17,367 from 25,888

Change-8,521 (-33%)

Value$120.2K (-$65.4K)

Filed 2026-11-04

Sanders Morris Harris LLC

UNCHANGED

Shares16,375 from 16,375

Change0 (0%)

Value$114.3K (-$3.1K)

Filed 2026-10-14

StoneX Group Inc.

NEW

Shares15,235

Change+15,235

Value$109.0K

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares14,330 from 16,309

Change-1,979 (-12%)

Value$99.2K (-$17.8K)

Filed 2026-10-29

Creative Planning

INCREASED

Shares13,858 from 13,826

Change+32 (+0%)

Value$95.9K (-$3.2K)

Filed 2026-11-02

Sunbeam Capital Management, LLC

UNCHANGED

Shares12,300 from 12,300

Change0 (0%)

Value$85.1K (-$3.1K)

Filed 2026-11-05

Joel Isaacson & Co., LLC

UNCHANGED

Shares10,620 from 10,620

Change0 (0%)

Value$73.5K (-$2.7K)

Filed 2026-11-05

Verity & Verity, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$69.2K (-$2.5K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

DECREASED

Shares9,219 from 9,519

Change-300 (-3%)

Value$63.8K (-$4.5K)

Filed 2026-11-06

Simplex Trading, LLC

NEW

Shares9,165

Change+9,165

Value$63.4K

Filed 2026-11-04

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$41.5K (-$1.5K)

Filed 2026-10-23

Union Bancaire Privee, UBP SA

UNCHANGED

Shares5,193 from 5,193

Change0 (0%)

Value$5.7M (-$193.5K)

Filed 2026-11-04

State of Alaska, Department of Revenue

DECREASED

Shares3,950 from 4,895

Change-945 (-19%)

Value$27 (-$35.0K)

Filed 2026-10-15

Fifth Third Bancorp

INCREASED

Shares3,619 from 3,078

Change+541 (+18%)

Value$25.0K (+$3.0K)

Filed 2026-11-05

Summit Securities Group LLC

NEW

Shares3,238

Change+3,238

Value$22.4K

Filed 2026-11-05

Allworth Financial LP

NEW

Shares2,790

Change+2,790

Value$20.0K

Filed 2026-11-06

Signaturefd, LLC

NEW

Shares1,039

Change+1,039

Value$7.2K

Filed 2026-10-23

First Horizon Corp

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$6.9K (-$250)

Filed 2026-10-26

Natixis

INCREASED

Shares591 from 572

Change+19 (+3%)

Value$4.1K (-$11)

Filed 2026-11-06

Cassaday & Co Wealth Management LLC

NEW

Shares500

Change+500

Value$3.5K

Filed 2026-10-27

Bank & Trust Co

UNCHANGED

Shares422 from 422

Change0 (0%)

Value$2.9K (-$106)

Filed 2026-10-07

EverSource Wealth Advisors, LLC

UNCHANGED

Shares308 from 308

Change0 (0%)

Value$2.1K (-$77)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$2.1K (-$75)

Filed 2026-11-03

Larson Financial Group LLC

INCREASED

Shares293 from 283

Change+10 (+4%)

Value$2.0K (-$1)

Filed 2026-11-05

Community Financial Services Group, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$1.4K (-$32)

Filed 2026-10-15

Compass Financial Management LLC

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$720 (-$58)

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

DECREASED

Shares63 from 149

Change-86 (-58%)

Value$436 (-$632)

Filed 2026-10-29

Citigroup Inc

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$35 (-$1)

Filed 2026-11-04

Privium Fund Management (UK) Ltd

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$717.0K)

Filed 2026-10-30

Geode Capital Management, LLC

CLOSED

Shares0 from 53,270

Change-53,270 (-100%)

Value$0 (-$381.9K)

Filed 2026-11-06

MQS Management LLC

CLOSED

Shares0 from 37,762

Change-37,762 (-100%)

Value$0 (-$270.8K)

Filed 2026-11-06

Miller Global Investments, LLC

CLOSED

Shares0 from 23,815

Change-23,815 (-100%)

Value$0 (-$170.8K)

Filed 2026-10-02

Lido Advisors, LLC

CLOSED

Shares0 from 21,538

Change-21,538 (-100%)

Value$0 (-$154.4K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 12,521

Change-12,521 (-100%)

Value$0 (-$89.8K)

Filed 2026-11-02

US Bancorp \de\

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$71.7K)

Filed 2026-11-05

Mission Wealth Management, LP

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$71.7K)

Filed 2026-10-15

UMB Bank, n.a.

CLOSED

Shares0 from 225

Change-225 (-100%)

Value$0 (-$1.6K)

Filed 2026-11-06

UBS Group AG

N/A

Shares— from 2,477,549

Change-2,477,549 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 2,145,047

Change-2,145,047 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,557,647

Change-1,557,647 (-100%)

Value—

Dimension Capital Management LLC

N/A

Shares— from 1,223,088

Change-1,223,088 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 856,875

Change-856,875 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 852,921

Change-852,921 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 824,801

Change-824,801 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 806,368

Change-806,368 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 783,530

Change-783,530 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 707,346

Change-707,346 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 492,179

Change-492,179 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 423,799

Change-423,799 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 417,618

Change-417,618 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 347,029

Change-347,029 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 344,000

Change-344,000 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 266,543

Change-266,543 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 247,262

Change-247,262 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 247,180

Change-247,180 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 208,610

Change-208,610 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 171,569

Change-171,569 (-100%)

Value—

Flax Pond Capital, LLC

N/A

Shares— from 156,299

Change-156,299 (-100%)

Value—

State Street Corp

N/A

Shares— from 149,883

Change-149,883 (-100%)

Value—

Cerberus Capital Management, L.P.

N/A

Shares— from 145,000

Change-145,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 141,357

Change-141,357 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 140,634

Change-140,634 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 128,002

Change-128,002 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 124,585

Change-124,585 (-100%)

Value—

Naviter Wealth, LLC

N/A

Shares— from 112,629

Change-112,629 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 109,540

Change-109,540 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 107,870

Change-107,870 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 102,852

Change-102,852 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 95,300

Change-95,300 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 74,964

Change-74,964 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 71,110

Change-71,110 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 71,105

Change-71,105 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 69,560

Change-69,560 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 67,254

Change-67,254 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 64,805

Change-64,805 (-100%)

Value—

Varcov Co.

N/A

Shares— from 60,017

Change-60,017 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 59,412

Change-59,412 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 58,707

Change-58,707 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 56,730

Change-56,730 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 56,326

Change-56,326 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 53,416

Change-53,416 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 51,974

Change-51,974 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 51,130

Change-51,130 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 50,806

Change-50,806 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 45,000

Change-45,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 44,741

Change-44,741 (-100%)

Value—

Colter Lewis Investment Partners LLC

N/A

Shares— from 39,434

Change-39,434 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 38,120

Change-38,120 (-100%)

Value—

Next Capital Management LLC

N/A

Shares— from 37,340

Change-37,340 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 36,230

Change-36,230 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 34,731

Change-34,731 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 33,415

Change-33,415 (-100%)

Value—

Fayez Sarofim & Co

N/A

Shares— from 31,317

Change-31,317 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 30,292

Change-30,292 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 23,044

Change-23,044 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 22,642

Change-22,642 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 22,206

Change-22,206 (-100%)

Value—

Chilton Investment Co Inc.

N/A

Shares— from 22,020

Change-22,020 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 21,658

Change-21,658 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,091

Change-21,091 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 18,876

Change-18,876 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 18,718

Change-18,718 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 18,619

Change-18,619 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 18,530

Change-18,530 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 18,485

Change-18,485 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 16,500

Change-16,500 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Wealthedge Investment Advisors, LLC

N/A

Shares— from 15,817

Change-15,817 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 15,076

Change-15,076 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,863

Change-12,863 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 12,800

Change-12,800 (-100%)

Value—

Fund Advisors of America Inc

N/A

Shares— from 11,875

Change-11,875 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 10,600

Change-10,600 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 9,176

Change-9,176 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 6,835

Change-6,835 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,348

Change-4,348 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,007

Change-4,007 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,553

Change-1,553 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,215

Change-1,215 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 969

Change-969 (-100%)

Value—

Chelsea Counsel Co

N/A

Shares— from 340

Change-340 (-100%)

Value—

Quarry LP

N/A

Shares— from 92

Change-92 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LSV Asset Management	INCREASED	3,087,318	3,000,718	+86,600	+3%	$21.5M	$21.4K	-$21.5M	2026-11-06
Russell Investments Group, Ltd.	INCREASED	1,425,503	1,383,171	+42,332	+3%	$9.9M	$9.9M	-$52.9K	2026-11-06
Muzinich & Co., Inc.	INCREASED	878,605	850,170	+28,435	+3%	$6.1M	$6.1M	-$15.8K	2026-10-22
Sumitomo Mitsui Trust Group, Inc.	UNCHANGED	688,578	688,578	0	0%	$4.9M	$4.8M	-$172.1K	2026-10-29
Hennion & Walsh Asset Management, Inc.	DECREASED	389,692	483,324	-93,632	-19%	$3.5M	$2.7M	-$768.8K	2026-10-13
GraniteShares Advisors LLC	INCREASED	387,410	303,327	+84,083	+28%	$2.2M	$2.7M	+$506.0K	2026-10-29
Tranquility Partners, LLC	INCREASED	290,807	284,229	+6,578	+2%	$2.0M	$2.0M	-$25.5K	2026-10-20
Confluence Investment Management LLC	INCREASED	283,303	277,609	+5,694	+2%	$2.0M	$2.0M	-$30.0K	2026-10-01
Farther Finance Advisors, LLC	INCREASED	147,836	115,100	+32,736	+28%	$825.3K	$1.0M	+$197.8K	2026-10-08
Cambridge Investment Research Advisors, Inc.	INCREASED	93,868	93,524	+344	+0%	$671.0K	$650	-$670.4K	2026-11-02
LPL Financial LLC	DECREASED	76,514	110,508	-33,994	-31%	$792.3K	$529.5K	-$262.9K	2026-11-06
BI Asset Management Fondsmaeglerselskab A/S	INCREASED	49,728	48,505	+1,223	+3%	$348.0K	$344	-$347.7K	2026-10-22
State of Wyoming	NEW	48,784	—	+48,784	—	—	$337.6K	—	2026-10-28
Concurrent Investment Advisors, LLC	NEW	46,433	—	+46,433	—	—	$321.3K	—	2026-10-16
Spire Wealth Management	UNCHANGED	45,600	45,600	0	0%	$327.0K	$315.6K	-$11.4K	2026-10-30
Nordwand Advisors, LLC	UNCHANGED	41,800	41,800	0	0%	$299.7K	$289.3K	-$10.5K	2026-11-05
MacKenzie Financial Corp	INCREASED	33,511	33,498	+13	+0%	$240.2K	$231.9K	-$8.3K	2026-11-02
Oppenheimer & Co Inc	INCREASED	30,992	30,292	+700	+2%	$217.2K	$214.5K	-$2.7K	2026-10-26
First Affirmative Financial Network	NEW	29,135	—	+29,135	—	—	$201.6K	—	2026-10-21
TrueMark Investments, LLC	NEW	26,991	—	+26,991	—	—	$186.8K	—	2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.	UNCHANGED	25,251	25,251	0	0%	$181.1K	$181.1K	$0	2026-10-15
SMH Capital Advisors Inc	NEW	25,169	—	+25,169	—	—	$174.2K	—	2026-10-29
Catalyst Capital Advisors LLC	UNCHANGED	25,169	25,169	0	0%	$180.5K	$174.2K	-$6.3K	2026-11-02
CenterStar Asset Management, LLC	UNCHANGED	24,400	24,400	0	0%	$174.8K	$169.2K	-$5.6K	2026-10-09
International Assets Investment Management, LLC	DECREASED	21,121	31,098	-9,977	-32%	$223.6K	$148.5K	-$75.1K	2026-11-02
Genesee Capital Advisors, LLC	INCREASED	20,141	16,447	+3,694	+22%	$117.9K	$139.4K	+$21.5K	2026-10-20
HB Wealth Management, LLC	INCREASED	19,481	12,206	+7,275	+60%	$87.5K	$134.8K	+$47.3K	2026-10-23
Apella Capital, LLC	UNCHANGED	17,525	17,525	0	0%	$123.6K	$118.1K	-$5.4K	2026-10-08
Glenview Trust Co	UNCHANGED	17,500	17,500	0	0%	$125.5K	$121.1K	-$4.4K	2026-10-28
Closed-End Fund Advisors, Inc.	DECREASED	17,367	25,888	-8,521	-33%	$185.6K	$120.2K	-$65.4K	2026-11-04
Sanders Morris Harris LLC	UNCHANGED	16,375	16,375	0	0%	$117.4K	$114.3K	-$3.1K	2026-10-14
StoneX Group Inc.	NEW	15,235	—	+15,235	—	—	$109.0K	—	2026-11-03
ProShare Advisors LLC	DECREASED	14,330	16,309	-1,979	-12%	$116.9K	$99.2K	-$17.8K	2026-10-29
Creative Planning	INCREASED	13,858	13,826	+32	+0%	$99.1K	$95.9K	-$3.2K	2026-11-02
Sunbeam Capital Management, LLC	UNCHANGED	12,300	12,300	0	0%	$88.2K	$85.1K	-$3.1K	2026-11-05
Joel Isaacson & Co., LLC	UNCHANGED	10,620	10,620	0	0%	$76.1K	$73.5K	-$2.7K	2026-11-05
Verity & Verity, LLC	UNCHANGED	10,000	10,000	0	0%	$71.7K	$69.2K	-$2.5K	2026-10-23
PNC Financial Services Group, Inc.	DECREASED	9,219	9,519	-300	-3%	$68.3K	$63.8K	-$4.5K	2026-11-06
Simplex Trading, LLC	NEW	9,165	—	+9,165	—	—	$63.4K	—	2026-11-04
Wilmington Savings Fund Society, FSB	UNCHANGED	6,000	6,000	0	0%	$43.0K	$41.5K	-$1.5K	2026-10-23
Union Bancaire Privee, UBP SA	UNCHANGED	5,193	5,193	0	0%	$5.9M	$5.7M	-$193.5K	2026-11-04
State of Alaska, Department of Revenue	DECREASED	3,950	4,895	-945	-19%	$35.0K	$27	-$35.0K	2026-10-15
Fifth Third Bancorp	INCREASED	3,619	3,078	+541	+18%	$22.1K	$25.0K	+$3.0K	2026-11-05
Summit Securities Group LLC	NEW	3,238	—	+3,238	—	—	$22.4K	—	2026-11-05
Allworth Financial LP	NEW	2,790	—	+2,790	—	—	$20.0K	—	2026-11-06
Signaturefd, LLC	NEW	1,039	—	+1,039	—	—	$7.2K	—	2026-10-23
First Horizon Corp	UNCHANGED	1,000	1,000	0	0%	$7.2K	$6.9K	-$250	2026-10-26
Natixis	INCREASED	591	572	+19	+3%	$4.1K	$4.1K	-$11	2026-11-06
Cassaday & Co Wealth Management LLC	NEW	500	—	+500	—	—	$3.5K	—	2026-10-27
Bank & Trust Co	UNCHANGED	422	422	0	0%	$3.0K	$2.9K	-$106	2026-10-07
EverSource Wealth Advisors, LLC	UNCHANGED	308	308	0	0%	$2.2K	$2.1K	-$77	2026-11-04
Parallel Advisors, LLC	UNCHANGED	300	300	0	0%	$2.2K	$2.1K	-$75	2026-11-03
Larson Financial Group LLC	INCREASED	293	283	+10	+4%	$2.0K	$2.0K	-$1	2026-11-05
Community Financial Services Group, LLC	UNCHANGED	200	200	0	0%	$1.4K	$1.4K	-$32	2026-10-15
Compass Financial Management LLC	UNCHANGED	104	104	0	0%	$778	$720	-$58	2026-10-30
Caitong International Asset Management Co., Ltd	DECREASED	63	149	-86	-58%	$1.1K	$436	-$632	2026-10-29
Citigroup Inc	UNCHANGED	5	5	0	0%	$36	$35	-$1	2026-11-04
Privium Fund Management (UK) Ltd	CLOSED	0	100,000	-100,000	-100%	$717.0K	$0	-$717.0K	2026-10-30
Geode Capital Management, LLC	CLOSED	0	53,270	-53,270	-100%	$381.9K	$0	-$381.9K	2026-11-06
MQS Management LLC	CLOSED	0	37,762	-37,762	-100%	$270.8K	$0	-$270.8K	2026-11-06
Miller Global Investments, LLC	CLOSED	0	23,815	-23,815	-100%	$170.8K	$0	-$170.8K	2026-10-02
Lido Advisors, LLC	CLOSED	0	21,538	-21,538	-100%	$154.4K	$0	-$154.4K	2026-11-04
Commonwealth Equity Services, LLC	CLOSED	0	12,521	-12,521	-100%	$89.8K	$0	-$89.8K	2026-11-02
US Bancorp \de\	CLOSED	0	10,000	-10,000	-100%	$71.7K	$0	-$71.7K	2026-11-05
Mission Wealth Management, LP	CLOSED	0	10,000	-10,000	-100%	$71.7K	$0	-$71.7K	2026-10-15
UMB Bank, n.a.	CLOSED	0	225	-225	-100%	$1.6K	$0	-$1.6K	2026-11-06
UBS Group AG	N/A	—	2,477,549	-2,477,549	-100%	$17.8M	—	—	—
Van Eck Associates Corp	N/A	—	2,145,047	-2,145,047	-100%	$15.4M	—	—	—
Invesco Ltd.	N/A	—	1,557,647	-1,557,647	-100%	$11.2M	—	—	—
Dimension Capital Management LLC	N/A	—	1,223,088	-1,223,088	-100%	$8.8M	—	—	—
Cerity Partners LLC	N/A	—	856,875	-856,875	-100%	$6.1M	—	—	—
National Philanthropic Trust	N/A	—	852,921	-852,921	-100%	$6.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	824,801	-824,801	-100%	$5.9M	—	—	—
Legal & General Group Plc	N/A	—	806,368	-806,368	-100%	$5.8M	—	—	—
Morgan Stanley	N/A	—	783,530	-783,530	-100%	$5.6M	—	—	—
Two Sigma Investments, LP	N/A	—	707,346	-707,346	-100%	$5.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	492,179	-492,179	-100%	$3.5M	—	—	—
HighTower Advisors, LLC	N/A	—	423,799	-423,799	-100%	$3.0M	—	—	—
Focus Partners Wealth	N/A	—	417,618	-417,618	-100%	$3.0M	—	—	—
BlackRock, Inc.	N/A	—	347,029	-347,029	-100%	$2.5M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	344,000	-344,000	-100%	$2.5M	—	—	—
Transcend Capital Advisors, LLC	N/A	—	266,543	-266,543	-100%	$1.9M	—	—	—
Wells Fargo & Company	N/A	—	247,262	-247,262	-100%	$1.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	247,180	-247,180	-100%	$1.8M	—	—	—
Advisors Asset Management, Inc.	N/A	—	208,610	-208,610	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	171,569	-171,569	-100%	$1.2M	—	—	—
Flax Pond Capital, LLC	N/A	—	156,299	-156,299	-100%	$1.1M	—	—	—
State Street Corp	N/A	—	149,883	-149,883	-100%	$1.1M	—	—	—
Cerberus Capital Management, L.P.	N/A	—	145,000	-145,000	-100%	$1.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	141,357	-141,357	-100%	$1.0M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	140,634	-140,634	-100%	$1.0M	—	—	—
Bank of America Corp	N/A	—	128,002	-128,002	-100%	$917.8K	—	—	—
Millennium Management LLC	N/A	—	124,585	-124,585	-100%	$893.3K	—	—	—
Naviter Wealth, LLC	N/A	—	112,629	-112,629	-100%	$807.5K	—	—	—
Neuberger Berman Group LLC	N/A	—	109,540	-109,540	-100%	$785.4K	—	—	—
Canada Life Assurance Co	N/A	—	107,870	-107,870	-100%	$770.0K	—	—	—
Citadel Advisors LLC	N/A	—	102,852	-102,852	-100%	$737.4K	—	—	—
Nomura Asset Management International Inc.	N/A	—	95,300	-95,300	-100%	$683.0K	—	—	—
Caxton Associates LLP	N/A	—	74,964	-74,964	-100%	$537.5K	—	—	—
Denali Advisors LLC	N/A	—	71,110	-71,110	-100%	$509.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	71,105	-71,105	-100%	$510.0K	—	—	—
JPMorgan Chase & Co	N/A	—	69,560	-69,560	-100%	$498.7K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	67,254	-67,254	-100%	$482.2K	—	—	—
Royal Bank of Canada	N/A	—	64,805	-64,805	-100%	$464.0K	—	—	—
Varcov Co.	N/A	—	60,017	-60,017	-100%	$430.3K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	59,412	-59,412	-100%	$426.0K	—	—	—
Mutual Advisors, LLC	N/A	—	58,707	-58,707	-100%	$420.9K	—	—	—
HRT Financial LP	N/A	—	56,730	-56,730	-100%	$406.0K	—	—	—
Palisade Capital Management, LP	N/A	—	56,326	-56,326	-100%	$403.9K	—	—	—
Equitable Holdings, Inc.	N/A	—	53,416	-53,416	-100%	$383.0K	—	—	—
Ameriprise Financial Inc	N/A	—	51,974	-51,974	-100%	$372.7K	—	—	—
nVerses Capital, LLC	N/A	—	51,130	-51,130	-100%	$366.6K	—	—	—
Balyasny Asset Management L.P.	N/A	—	50,806	-50,806	-100%	$364.3K	—	—	—
Almitas Capital LLC	N/A	—	45,000	-45,000	-100%	$322.7K	—	—	—
Cetera Investment Advisers	N/A	—	44,741	-44,741	-100%	$320.8K	—	—	—
Colter Lewis Investment Partners LLC	N/A	—	39,434	-39,434	-100%	$282.7K	—	—	—
BFC Planning, Inc.	N/A	—	38,120	-38,120	-100%	$273.3K	—	—	—
Next Capital Management LLC	N/A	—	37,340	-37,340	-100%	$267.7K	—	—	—
EP Wealth Advisors, LLC	N/A	—	36,230	-36,230	-100%	$259.8K	—	—	—
Flputnam Investment Management Co	N/A	—	34,731	-34,731	-100%	$249.0K	—	—	—
NewEdge Wealth, LLC	N/A	—	33,415	-33,415	-100%	$239.6K	—	—	—
Fayez Sarofim & Co	N/A	—	31,317	-31,317	-100%	$224.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	30,292	-30,292	-100%	$217.2K	—	—	—
Captrust Financial Advisors	N/A	—	23,044	-23,044	-100%	$165.2K	—	—	—
Advyzon Investment Management, LLC	N/A	—	22,642	-22,642	-100%	$162.3K	—	—	—
Empower Advisory Group, LLC	N/A	—	22,206	-22,206	-100%	$159.2K	—	—	—
Chilton Investment Co Inc.	N/A	—	22,020	-22,020	-100%	$157.9K	—	—	—
Raymond James Financial Inc	N/A	—	21,658	-21,658	-100%	$155.3K	—	—	—
Stifel Financial Corp	N/A	—	21,091	-21,091	-100%	$151.2K	—	—	—
Northern Trust Corp	N/A	—	18,876	-18,876	-100%	$135.3K	—	—	—
PFG Investments, LLC	N/A	—	18,718	-18,718	-100%	$134.2K	—	—	—
Squarepoint Ops LLC	N/A	—	18,619	-18,619	-100%	$133.5K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	18,530	-18,530	-100%	$132.0K	—	—	—
Jane Street Group, LLC	N/A	—	18,485	-18,485	-100%	$132.5K	—	—	—
Rothschild Investment LLC	N/A	—	16,500	-16,500	-100%	$118.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	16,000	-16,000	-100%	$114.7K	—	—	—
Wealthedge Investment Advisors, LLC	N/A	—	15,817	-15,817	-100%	$113.4K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	15,076	-15,076	-100%	$108.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	12,863	-12,863	-100%	$92.2K	—	—	—
Jain Global LLC	N/A	—	12,800	-12,800	-100%	$91.8K	—	—	—
Fund Advisors of America Inc	N/A	—	11,875	-11,875	-100%	$85.1K	—	—	—
Arax Advisory Partners	N/A	—	10,600	-10,600	-100%	$76.0K	—	—	—
Brown Advisory Inc	N/A	—	10,000	-10,000	-100%	$71.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	9,176	-9,176	-100%	$65.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	6,835	-6,835	-100%	$49.0K	—	—	—
Harbour Investments, Inc.	N/A	—	4,348	-4,348	-100%	$31.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,007	-4,007	-100%	$28.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,553	-1,553	-100%	$11.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,215	-1,215	-100%	$8.7K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	969	-969	-100%	$7.0K	—	—	—
Chelsea Counsel Co	N/A	—	340	-340	-100%	$2.4K	—	—	—
Quarry LP	N/A	—	92	-92	-100%	$660	—	—	—
Danske Bank A/S	N/A	—	1	-1	-100%	$7	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$7	—	—	—

Showing 154 of 154 institutions