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Nuveen Municipal Credit Inc (NZF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,714,876 from 1,605,436
Change+109,440 (+7%)
Value$18.6M (-$1.8M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares1,122,392 from 1,083,518
Change+38,874 (+4%)
Value$12.2M (-$1.6M)
Filed 2026-11-06
Melone Private Wealth, LLC
INCREASED
Shares1,070,573 from 972,837
Change+97,736 (+10%)
Value$11.6M (-$741.3K)
Filed 2026-10-16
Congress Park Capital LLC
INCREASED
Shares503,000 from 437,500
Change+65,500 (+15%)
Value$5.4M (-$100.0K)
Filed 2026-10-13
Lake Street Private Wealth, LLC
INCREASED
Shares454,050 from 404,250
Change+49,800 (+12%)
Value$4.9M (-$208.5K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares438,430 from 439,598
Change-1,168 (0%)
Value$4.7M (-$825.9K)
Filed 2026-11-02
Greatmark Investment Partners, Inc.
INCREASED
Shares334,800 from 316,300
Change+18,500 (+6%)
Value$3.6M (-$384.8K)
Filed 2026-10-28
Edgemoor Investment Advisors, Inc.
INCREASED
Shares317,003 from 303,993
Change+13,010 (+4%)
Value$3.4M (-$421.5K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares289,692 from 293,083
Change-3,391 (-1%)
Value$3.1K (-$3.7M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares246,497 from 300,981
Change-54,484 (-18%)
Value$2.7M (-$1.1M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares222,757 from 250,270
Change-27,513 (-11%)
Value$2.4M (-$761.0K)
Filed 2026-11-02
Wakefield Asset Management Lllp
INCREASED
Shares199,846 from 182,597
Change+17,249 (+9%)
Value$2.2M (-$151.3K)
Filed 2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW
Shares151,610
Change+151,610
Value$1.6M
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares137,687 from 133,043
Change+4,644 (+3%)
Value$1.6M (-$120.1K)
Filed 2026-11-04
Lido Advisors, LLC
UNCHANGED
Shares136,118 from 136,118
Change0 (0%)
Value$1.5M (-$262.6K)
Filed 2026-11-04
Compass Financial Group, Inc
DECREASED
Shares132,562 from 164,571
Change-32,009 (-19%)
Value$1.4M (-$651.1K)
Filed 2026-10-13
Carson Advisory Inc.
DECREASED
Shares127,601 from 131,159
Change-3,558 (-3%)
Value$1.4M (-$281.2K)
Filed 2026-11-06
Wealth Alliance Advisory Group, LLC
DECREASED
Shares124,727 from 134,881
Change-10,154 (-8%)
Value$1.4M (-$359.5K)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares115,490 from 130,736
Change-15,246 (-12%)
Value$1.3M (-$407.0K)
Filed 2026-10-22
Silverlake Wealth Management LLC
INCREASED
Shares93,643 from 88,928
Change+4,715 (+5%)
Value$1.0M (-$113.5K)
Filed 2026-10-21
FF Advisors,LLC
DECREASED
Shares80,528 from 84,603
Change-4,075 (-5%)
Value$872.1K (-$200.6K)
Filed 2026-10-21
Wedbush Securities Inc
DECREASED
Shares67,845 from 68,183
Change-338 (0%)
Value$735 (-$864.3K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares63,206 from 14,109
Change+49,097 (+348%)
Value$684.5K (+$505.6K)
Filed 2026-11-03
Primoris Wealth Advisors, LLC
DECREASED
Shares62,755 from 72,755
Change-10,000 (-14%)
Value$679.6K (-$242.9K)
Filed 2026-10-28
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares53,924 from 53,924
Change0 (0%)
Value$584.0K (-$99.8K)
Filed 2026-10-15
Venture Visionary Partners LLC
DECREASED
Shares52,463 from 53,215
Change-752 (-1%)
Value$568.2K (-$106.6K)
Filed 2026-10-07
Rinkey Investments
UNCHANGED
Shares50,925 from 50,925
Change0 (0%)
Value$551.5K (-$94.2K)
Filed 2026-10-28
Whipplewood Advisors, LLC
INCREASED
Shares47,905 from 45,158
Change+2,747 (+6%)
Value$518.8K (-$53.8K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares47,560 from 46,221
Change+1,339 (+3%)
Value$515.1K (-$71.0K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares45,997 from 28,419
Change+17,578 (+62%)
Value$498.2K (+$137.8K)
Filed 2026-11-05
Summit Financial Consulting LLC
INCREASED
Shares43,351 from 41,208
Change+2,143 (+5%)
Value$469.5K (-$53.0K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares42,634 from 32,282
Change+10,352 (+32%)
Value$466.4K (+$70.6K)
Filed 2026-10-27
Balefire, LLC
INCREASED
Shares41,574 from 40,896
Change+678 (+2%)
Value$450.2K (-$68.3K)
Filed 2026-10-09
Duncker Streett & Co Inc
UNCHANGED
Shares40,409 from 40,409
Change0 (0%)
Value$437.6K (-$74.8K)
Filed 2026-10-27
Abel Hall, LLC
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$433.2K (-$74.0K)
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares39,135 from 39,135
Change0 (0%)
Value$496.2K ($0)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares38,900 from 24,000
Change+14,900 (+62%)
Value$421.3K (+$117.0K)
Filed 2026-11-03
AdvisorNet Financial, Inc
NEW
Shares37,320
Change+37,320
Value$400.8K
Filed 2026-10-15
Indivisible Partners
DECREASED
Shares37,114 from 39,541
Change-2,427 (-6%)
Value$401.9K (-$99.4K)
Filed 2026-10-26
Valen Private Capital, LLC
NEW
Shares36,974
Change+36,974
Value$400.4K
Filed 2026-10-23
River Street Advisors LLC
UNCHANGED
Shares34,431 from 34,431
Change0 (0%)
Value$372.9K (-$63.7K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares33,112 from 40,104
Change-6,992 (-17%)
Value$358.6K (-$149.9K)
Filed 2026-11-06
Clear Creek Financial Management, LLC
INCREASED
Shares33,099 from 22,331
Change+10,768 (+48%)
Value$358.5K (+$75.3K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares32,127 from 13,908
Change+18,219 (+131%)
Value$347.9K (+$171.6K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares31,666 from 34,338
Change-2,672 (-8%)
Value$342.9K (-$92.5K)
Filed 2026-10-26
Burford Brothers, Inc.
INCREASED
Shares31,480 from 22,850
Change+8,630 (+38%)
Value$340.9K (+$51.2K)
Filed 2026-10-21
Meadow Creek Wealth Advisors LLC
UNCHANGED
Shares30,757 from 30,757
Change0 (0%)
Value$333.1K (-$56.9K)
Filed 2026-11-02
David J Yvars Group
INCREASED
Shares30,525 from 25,625
Change+4,900 (+19%)
Value$330.6K (+$5.7K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
INCREASED
Shares30,222 from 28,537
Change+1,685 (+6%)
Value$327.3K (-$34.5K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares29,849 from 29,848
Change+1 (0%)
Value$323.3K (-$55.2K)
Filed 2026-11-04
AlphaCore Capital LLC
DECREASED
Shares29,797 from 39,896
Change-10,099 (-25%)
Value$325.1K (-$184.0K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
UNCHANGED
Shares29,604 from 29,604
Change0 (0%)
Value$320.6K (-$54.8K)
Filed 2026-10-21
Closed-End Fund Advisors, Inc.
DECREASED
Shares29,526 from 33,684
Change-4,158 (-12%)
Value$319.8K (-$107.3K)
Filed 2026-11-04
D.A. Davidson & Co.
UNCHANGED
Shares26,943 from 26,943
Change0 (0%)
Value$291.8K (-$49.8K)
Filed 2026-10-28
M Holdings Securities, Inc.
DECREASED
Shares26,796 from 27,700
Change-904 (-3%)
Value$299 (-$351.7K)
Filed 2026-11-03
Florida Trust Wealth Management Co
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$270.8K (-$46.3K)
Filed 2026-11-05
Aviance Capital Partners, LLC
DECREASED
Shares24,585 from 24,969
Change-384 (-2%)
Value$266.3K (-$50.3K)
Filed 2026-10-29
US Bancorp \de\
UNCHANGED
Shares24,289 from 24,289
Change0 (0%)
Value$263.1K (-$44.9K)
Filed 2026-11-05
Gridiron Partners, LLC
UNCHANGED
Shares24,134 from 24,134
Change0 (0%)
Value$261.4K (-$44.6K)
Filed 2026-10-08
Independent Financial Group, LLC
DECREASED
Shares24,065 from 24,430
Change-365 (-1%)
Value$260.6K (-$49.1K)
Filed 2026-10-13
Ibex Wealth Advisors
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$259.9K (-$44.4K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares23,834 from 23,692
Change+142 (+1%)
Value$258.1K (-$42.3K)
Filed 2026-10-13
Livelsberger Financial Advisory
NEW
Shares23,210
Change+23,210
Value$251.4K
Filed 2026-10-28
Wedmont Private Capital
UNCHANGED
Shares22,779 from 22,779
Change0 (0%)
Value$246.5K (-$40.5K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
DECREASED
Shares21,362 from 30,174
Change-8,812 (-29%)
Value$231.4K (-$151.3K)
Filed 2026-10-29
Moors & Cabot, Inc.
INCREASED
Shares20,658 from 19,968
Change+690 (+3%)
Value$223.7K (-$29.5K)
Filed 2026-11-06
Realta Investment Advisors
UNCHANGED
Shares20,502 from 20,502
Change0 (0%)
Value$222.0K (-$37.9K)
Filed 2026-10-14
Bonfire Financial
NEW
Shares19,956
Change+19,956
Value$217.7K
Filed 2026-11-06
NWF Advisory Services Inc.
UNCHANGED
Shares19,800 from 19,800
Change0 (0%)
Value$214.4K (-$36.6K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares19,325 from 32,091
Change-12,766 (-40%)
Value$209.1K (-$195.3K)
Filed 2026-10-13
Moody National Bank Trust Division
NEW
Shares19,071
Change+19,071
Value$206.5K
Filed 2026-10-06
ProVise Management Group, LLC
UNCHANGED
Shares18,272 from 18,272
Change0 (0%)
Value$197.9K (-$33.8K)
Filed 2026-11-06
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares17,900 from 17,900
Change0 (0%)
Value$193.9K (-$33.1K)
Filed 2026-11-02
Melfa Wealth Management, Inc.
UNCHANGED
Shares16,990 from 16,990
Change0 (0%)
Value$184.0K (-$31.4K)
Filed 2026-11-06
Smith Chas P & Associates PA Cpas
INCREASED
Shares16,100 from 11,300
Change+4,800 (+42%)
Value$177.6K (+$34.3K)
Filed 2026-10-22
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares15,634 from 15,634
Change0 (0%)
Value$168.1K (-$30.2K)
Filed 2026-10-09
Virtue Asset Management LLC
DECREASED
Shares14,895 from 16,512
Change-1,617 (-10%)
Value$161.3K (-$48.1K)
Filed 2026-10-21
MGO One Seven LLC
UNCHANGED
Shares14,398 from 14,398
Change0 (0%)
Value$155.9K (-$26.6K)
Filed 2026-10-28
King Luther Capital Management Corp
UNCHANGED
Shares14,367 from 14,367
Change0 (0%)
Value$155.6K (-$26.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares13,875 from 13,875
Change0 (0%)
Value$150.3K (-$25.7K)
Filed 2026-10-08
Noble Wealth Management PBC
INCREASED
Shares13,829 from 13,600
Change+229 (+2%)
Value$149.8K (-$22.7K)
Filed 2026-10-01
Powell Investment Advisors, LLC
INCREASED
Shares13,710 from 13,474
Change+236 (+2%)
Value$149.6K (-$22.3K)
Filed 2026-10-22
Midwest Trust Co
NEW
Shares13,621
Change+13,621
Value$147.5K
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares13,487 from 10,027
Change+3,460 (+35%)
Value$146.1K (+$18.9K)
Filed 2026-11-04
Novem Group
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$135.4K (-$23.1K)
Filed 2026-10-19
Essential Investment Partners LLC
UNCHANGED
Shares12,398 from 12,398
Change0 (0%)
Value$134.3K (-$22.9K)
Filed 2026-10-27
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares11,972 from 11,972
Change0 (0%)
Value$129.7K (-$22.1K)
Filed 2026-10-29
Renasant Bank
DECREASED
Shares11,800 from 25,300
Change-13,500 (-53%)
Value$127.8K (-$193.0K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares11,508 from 11,508
Change0 (0%)
Value$124.6K (-$21.3K)
Filed 2026-10-23
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares11,319 from 11,319
Change0 (0%)
Value$122.6K (-$20.9K)
Filed 2026-10-23
Busey Bank
UNCHANGED
Shares11,118 from 11,118
Change0 (0%)
Value$120.4K (-$20.6K)
Filed 2026-10-26
Wesbanco Bank Inc
UNCHANGED
Shares11,100 from 11,100
Change0 (0%)
Value$120.2K (-$20.5K)
Filed 2026-11-04
Thrivent Financial for Lutherans
UNCHANGED
Shares11,001 from 11,001
Change0 (0%)
Value$120 (-$138.9K)
Filed 2026-11-05
Uniting Wealth Partners, LLC
INCREASED
Shares10,523 from 10,443
Change+80 (+1%)
Value$114.8K (-$18.4K)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
NEW
Shares10,500
Change+10,500
Value$113.7K
Filed 2026-11-05
Lantz Financial LLC
UNCHANGED
Shares10,495 from 10,495
Change0 (0%)
Value$113.7K (-$19.4K)
Filed 2026-10-15
Merit Financial Group, LLC
DECREASED
Shares10,478 from 11,108
Change-630 (-6%)
Value$113.5K (-$27.4K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,409 from 10,315
Change+94 (+1%)
Value$112.7K (-$18.5K)
Filed 2026-10-13
Cullen T Bankers, Inc.
NEW
Shares9,000
Change+9,000
Value$97.5K
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares8,000 from 3,300
Change+4,700 (+142%)
Value$86.6K (+$44.8K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares7,000 from 5,000
Change+2,000 (+40%)
Value$75.8K (+$12.4K)
Filed 2026-11-05
Coastline Trust Co
UNCHANGED
Shares6,975 from 6,975
Change0 (0%)
Value$75.5K (-$12.9K)
Filed 2026-10-01
Washington Trust Advisors, Inc.
NEW
Shares5,348
Change+5,348
Value$57.9K
Filed 2026-10-22
Piscataqua Savings Bank
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$51.6K (-$8.8K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
INCREASED
Shares4,556 from 4,469
Change+87 (+2%)
Value$49.3K (-$7.3K)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares4,495 from 4,495
Change0 (0%)
Value$48.7K (-$8.3K)
Filed 2026-10-20
GGM Financial LLC
INCREASED
Shares3,868 from 3,821
Change+47 (+1%)
Value$41.9K (-$6.6K)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares3,423 from 3,423
Change0 (0%)
Value$37.1K (-$6.3K)
Filed 2026-10-08
Meriwether Wealth & Planning, LLC
NEW
Shares2,930
Change+2,930
Value$31.7K
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares2,769 from 2,754
Change+15 (+1%)
Value$30.0K (-$4.9K)
Filed 2026-10-26
Chilton Capital Management LLC
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$28.5K (-$4.9K)
Filed 2026-10-28
SJS Investment Consulting Inc.
UNCHANGED
Shares2,581 from 2,581
Change0 (0%)
Value$28.0K (-$4.8K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
NEW
Shares2,290
Change+2,290
Value$24.8K
Filed 2026-10-27
Community Financial Services Group, LLC
UNCHANGED
Shares2,279 from 2,279
Change0 (0%)
Value$24.8K (-$4.1K)
Filed 2026-10-15
Financial Management Professionals, Inc.
INCREASED
Shares2,150 from 2,109
Change+41 (+2%)
Value$23.5K (-$3.5K)
Filed 2026-10-23
Trust Co of Toledo NA
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$19.4K (-$3.3K)
Filed 2026-10-16
Bfsg, LLC
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$18.0K (-$3.1K)
Filed 2026-10-30
FNY Investment Advisers, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$17 (-$3)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$15.9K (-$2.7K)
Filed 2026-10-13
Towne Trust Company, N.a
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$14.6K (-$2.5K)
Filed 2026-10-28
St. Johns Investment Management Company, LLC
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$11.5K (-$2.0K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$9.9K (-$1.7K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$9.7K (-$1.7K)
Filed 2026-10-13
Montag A & Associates Inc
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$9.5K (-$1.6K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares800 from 1,281
Change-481 (-38%)
Value$8.7K (-$7.6K)
Filed 2026-10-16
Eastern Bank
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$8.0K (-$1.4K)
Filed 2026-10-05
Clearstead Advisors, LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$7.5K (-$1.3K)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$4.3K (-$740)
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares36 from 132
Change-96 (-73%)
Value$390 (-$1.3K)
Filed 2026-10-21
Sunpointe, LLC
CLOSED
Shares0 from 49,991
Change-49,991 (-100%)
Value$0 (-$633.9K)
Filed 2026-10-22
Ramsey Quantitative Systems
CLOSED
Shares0 from 45,000
Change-45,000 (-100%)
Value$0 (-$570.6K)
Filed 2026-10-22
Plan Group Financial, LLC
CLOSED
Shares0 from 38,665
Change-38,665 (-100%)
Value$0 (-$490.3K)
Filed 2026-10-22
Cypress Capital Group
CLOSED
Shares0 from 24,053
Change-24,053 (-100%)
Value$0 (-$305.0K)
Filed 2026-11-03
Mirador Capital Partners LP
CLOSED
Shares0 from 22,729
Change-22,729 (-100%)
Value$0 (-$288.2K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 20,116
Change-20,116 (-100%)
Value$0 (-$255.1K)
Filed 2026-10-14
Langley Wealth Management, LLC
CLOSED
Shares0 from 17,774
Change-17,774 (-100%)
Value$0 (-$225.4K)
Filed 2026-11-04
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 16,817
Change-16,817 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-21
Islay Capital Management, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$101.4K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,445
Change-3,445 (-100%)
Value$0 (-$42.6K)
Filed 2026-10-16
Vima LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$38.0K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,941
Change-1,941 (-100%)
Value$0 (-$24.6K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,902
Change-1,902 (-100%)
Value$0 (-$24.1K)
Filed 2026-10-13
Mascoma Wealth Management LLC
CLOSED
Shares0 from 1,069
Change-1,069 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 995
Change-995 (-100%)
Value$0 (-$12.6K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 3,087,546
Change-3,087,546 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,205,133
Change-2,205,133 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,180,790
Change-2,180,790 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,008,537
Change-2,008,537 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,923,434
Change-1,923,434 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,167,360
Change-1,167,360 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,086,535
Change-1,086,535 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 949,535
Change-949,535 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 720,508
Change-720,508 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 680,478
Change-680,478 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 587,505
Change-587,505 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 469,795
Change-469,795 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 462,380
Change-462,380 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 413,937
Change-413,937 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 364,448
Change-364,448 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 289,565
Change-289,565 (-100%)
Value—
KIM, LLC
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 242,059
Change-242,059 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 225,020
Change-225,020 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 205,503
Change-205,503 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 204,553
Change-204,553 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 200,295
Change-200,295 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 195,832
Change-195,832 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 169,393
Change-169,393 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 146,071
Change-146,071 (-100%)
Value—
&partners
N/A
Shares— from 121,006
Change-121,006 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 117,720
Change-117,720 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 98,164
Change-98,164 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 93,607
Change-93,607 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 91,807
Change-91,807 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 89,801
Change-89,801 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 87,829
Change-87,829 (-100%)
Value—
Stephens Inc
N/A
Shares— from 84,678
Change-84,678 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 79,113
Change-79,113 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 76,439
Change-76,439 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 74,839
Change-74,839 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 72,454
Change-72,454 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 71,465
Change-71,465 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 69,263
Change-69,263 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 65,521
Change-65,521 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 60,951
Change-60,951 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 57,832
Change-57,832 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 56,478
Change-56,478 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 55,686
Change-55,686 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 51,451
Change-51,451 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 41,738
Change-41,738 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 41,710
Change-41,710 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 40,707
Change-40,707 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 37,573
Change-37,573 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 37,009
Change-37,009 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 33,796
Change-33,796 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 33,526
Change-33,526 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 33,525
Change-33,525 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 31,590
Change-31,590 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 30,929
Change-30,929 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 30,750
Change-30,750 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 29,509
Change-29,509 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 28,925
Change-28,925 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,772
Change-28,772 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 28,400
Change-28,400 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 28,289
Change-28,289 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,957
Change-27,957 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 27,855
Change-27,855 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 26,445
Change-26,445 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 23,810
Change-23,810 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 22,688
Change-22,688 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 22,626
Change-22,626 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 20,707
Change-20,707 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 20,467
Change-20,467 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 19,677
Change-19,677 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 19,424
Change-19,424 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,396
Change-17,396 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,347
Change-17,347 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 17,122
Change-17,122 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 16,735
Change-16,735 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 16,465
Change-16,465 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 16,067
Change-16,067 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 14,889
Change-14,889 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 14,226
Change-14,226 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 14,088
Change-14,088 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,491
Change-13,491 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,913
Change-12,913 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 12,680
Change-12,680 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,389
Change-12,389 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,670
Change-11,670 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 11,499
Change-11,499 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,014
Change-11,014 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 10,987
Change-10,987 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,960
Change-10,960 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 10,216
Change-10,216 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,938
Change-4,938 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED1,714,8761,605,436+109,440+7%$20.4M$18.6M-$1.8M2026-10-13
LPL Financial LLC
INCREASED1,122,3921,083,518+38,874+4%$13.7M$12.2M-$1.6M2026-11-06
Melone Private Wealth, LLC
INCREASED1,070,573972,837+97,736+10%$12.3M$11.6M-$741.3K2026-10-16
Congress Park Capital LLC
INCREASED503,000437,500+65,500+15%$5.5M$5.4M-$100.0K2026-10-13
Lake Street Private Wealth, LLC
INCREASED454,050404,250+49,800+12%$5.1M$4.9M-$208.5K2026-10-22
Kestra Advisory Services, LLC
DECREASED438,430439,598-1,1680%$5.6M$4.7M-$825.9K2026-11-02
Greatmark Investment Partners, Inc.
INCREASED334,800316,300+18,500+6%$4.0M$3.6M-$384.8K2026-10-28
Edgemoor Investment Advisors, Inc.
INCREASED317,003303,993+13,010+4%$3.9M$3.4M-$421.5K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED289,692293,083-3,391-1%$3.7M$3.1K-$3.7M2026-11-02
Truist Financial Corp
DECREASED246,497300,981-54,484-18%$3.8M$2.7M-$1.1M2026-10-30
Commonwealth Equity Services, LLC
DECREASED222,757250,270-27,513-11%$3.2M$2.4M-$761.0K2026-11-02
Wakefield Asset Management Lllp
INCREASED199,846182,597+17,249+9%$2.3M$2.2M-$151.3K2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW151,610—+151,610——$1.6M—2026-10-15
Prospera Financial Services Inc
INCREASED137,687133,043+4,644+3%$1.7M$1.6M-$120.1K2026-11-04
Lido Advisors, LLC
UNCHANGED136,118136,11800%$1.7M$1.5M-$262.6K2026-11-04
Compass Financial Group, Inc
DECREASED132,562164,571-32,009-19%$2.1M$1.4M-$651.1K2026-10-13
Carson Advisory Inc.
DECREASED127,601131,159-3,558-3%$1.7M$1.4M-$281.2K2026-11-06
Wealth Alliance Advisory Group, LLC
DECREASED124,727134,881-10,154-8%$1.7M$1.4M-$359.5K2026-10-14
Capital Investment Advisors, LLC
DECREASED115,490130,736-15,246-12%$1.7M$1.3M-$407.0K2026-10-22
Silverlake Wealth Management LLC
INCREASED93,64388,928+4,715+5%$1.1M$1.0M-$113.5K2026-10-21
FF Advisors,LLC
DECREASED80,52884,603-4,075-5%$1.1M$872.1K-$200.6K2026-10-21
Wedbush Securities Inc
DECREASED67,84568,183-3380%$865.0K$735-$864.3K2026-10-22
HUB Investment Partners, LLC
INCREASED63,20614,109+49,097+348%$178.9K$684.5K+$505.6K2026-11-03
Primoris Wealth Advisors, LLC
DECREASED62,75572,755-10,000-14%$922.5K$679.6K-$242.9K2026-10-28
Fortitude Advisory Group L.L.C.
UNCHANGED53,92453,92400%$683.8K$584.0K-$99.8K2026-10-15
Venture Visionary Partners LLC
DECREASED52,46353,215-752-1%$674.8K$568.2K-$106.6K2026-10-07
Rinkey Investments
UNCHANGED50,92550,92500%$645.7K$551.5K-$94.2K2026-10-28
Whipplewood Advisors, LLC
INCREASED47,90545,158+2,747+6%$572.6K$518.8K-$53.8K2026-10-20
Creative Planning
INCREASED47,56046,221+1,339+3%$586.1K$515.1K-$71.0K2026-11-02
Fifth Third Bancorp
INCREASED45,99728,419+17,578+62%$360.4K$498.2K+$137.8K2026-11-05
Summit Financial Consulting LLC
INCREASED43,35141,208+2,143+5%$522.5K$469.5K-$53.0K2026-10-15
Chicago Partners Investment Group LLC
INCREASED42,63432,282+10,352+32%$395.8K$466.4K+$70.6K2026-10-27
Balefire, LLC
INCREASED41,57440,896+678+2%$518.6K$450.2K-$68.3K2026-10-09
Duncker Streett & Co Inc
UNCHANGED40,40940,40900%$512.4K$437.6K-$74.8K2026-10-27
Abel Hall, LLC
UNCHANGED40,00040,00000%$507.2K$433.2K-$74.0K2026-10-19
Allworth Financial LP
UNCHANGED39,13539,13500%$496.2K$496.2K$02026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED38,90024,000+14,900+62%$304.3K$421.3K+$117.0K2026-11-03
AdvisorNet Financial, Inc
NEW37,320—+37,320——$400.8K—2026-10-15
Indivisible Partners
DECREASED37,11439,541-2,427-6%$501.4K$401.9K-$99.4K2026-10-26
Valen Private Capital, LLC
NEW36,974—+36,974——$400.4K—2026-10-23
River Street Advisors LLC
UNCHANGED34,43134,43100%$436.6K$372.9K-$63.7K2026-10-22
PNC Financial Services Group, Inc.
DECREASED33,11240,104-6,992-17%$508.5K$358.6K-$149.9K2026-11-06
Clear Creek Financial Management, LLC
INCREASED33,09922,331+10,768+48%$283.2K$358.5K+$75.3K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED32,12713,908+18,219+131%$176.4K$347.9K+$171.6K2026-10-16
Oppenheimer & Co Inc
DECREASED31,66634,338-2,672-8%$435.4K$342.9K-$92.5K2026-10-26
Burford Brothers, Inc.
INCREASED31,48022,850+8,630+38%$289.7K$340.9K+$51.2K2026-10-21
Meadow Creek Wealth Advisors LLC
UNCHANGED30,75730,75700%$390.0K$333.1K-$56.9K2026-11-02
David J Yvars Group
INCREASED30,52525,625+4,900+19%$324.9K$330.6K+$5.7K2026-10-09
J.W. Cole Advisors, Inc.
INCREASED30,22228,537+1,685+6%$361.8K$327.3K-$34.5K2026-11-05
Daymark Wealth Partners, LLC
INCREASED29,84929,848+10%$378.5K$323.3K-$55.2K2026-11-04
AlphaCore Capital LLC
DECREASED29,79739,896-10,099-25%$509.1K$325.1K-$184.0K2026-11-04
Axxcess Wealth Management, LLC
UNCHANGED29,60429,60400%$375.4K$320.6K-$54.8K2026-10-21
Closed-End Fund Advisors, Inc.
DECREASED29,52633,684-4,158-12%$427.1K$319.8K-$107.3K2026-11-04
D.A. Davidson & Co.
UNCHANGED26,94326,94300%$341.6K$291.8K-$49.8K2026-10-28
M Holdings Securities, Inc.
DECREASED26,79627,700-904-3%$352.0K$299-$351.7K2026-11-03
Florida Trust Wealth Management Co
UNCHANGED25,00025,00000%$317.0K$270.8K-$46.3K2026-11-05
Aviance Capital Partners, LLC
DECREASED24,58524,969-384-2%$316.6K$266.3K-$50.3K2026-10-29
US Bancorp \de\
UNCHANGED24,28924,28900%$308.0K$263.1K-$44.9K2026-11-05
Gridiron Partners, LLC
UNCHANGED24,13424,13400%$306.0K$261.4K-$44.6K2026-10-08
Independent Financial Group, LLC
DECREASED24,06524,430-365-1%$309.8K$260.6K-$49.1K2026-10-13
Ibex Wealth Advisors
UNCHANGED24,00024,00000%$304.3K$259.9K-$44.4K2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED23,83423,692+142+1%$300.4K$258.1K-$42.3K2026-10-13
Livelsberger Financial Advisory
NEW23,210—+23,210——$251.4K—2026-10-28
Wedmont Private Capital
UNCHANGED22,77922,77900%$287.0K$246.5K-$40.5K2026-10-09
Koshinski Asset Management, Inc.
DECREASED21,36230,174-8,812-29%$382.6K$231.4K-$151.3K2026-10-29
Moors & Cabot, Inc.
INCREASED20,65819,968+690+3%$253.2K$223.7K-$29.5K2026-11-06
Realta Investment Advisors
UNCHANGED20,50220,50200%$260.0K$222.0K-$37.9K2026-10-14
Bonfire Financial
NEW19,956—+19,956——$217.7K—2026-11-06
NWF Advisory Services Inc.
UNCHANGED19,80019,80000%$251.1K$214.4K-$36.6K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED19,32532,091-12,766-40%$404.4K$209.1K-$195.3K2026-10-13
Moody National Bank Trust Division
NEW19,071—+19,071——$206.5K—2026-10-06
ProVise Management Group, LLC
UNCHANGED18,27218,27200%$231.7K$197.9K-$33.8K2026-11-06
Wealth Dimensions Group, Ltd.
UNCHANGED17,90017,90000%$227.0K$193.9K-$33.1K2026-11-02
Melfa Wealth Management, Inc.
UNCHANGED16,99016,99000%$215.4K$184.0K-$31.4K2026-11-06
Smith Chas P & Associates PA Cpas
INCREASED16,10011,300+4,800+42%$143.3K$177.6K+$34.3K2026-10-22
Shulman DeMeo Asset Management LLC
UNCHANGED15,63415,63400%$198.2K$168.1K-$30.2K2026-10-09
Virtue Asset Management LLC
DECREASED14,89516,512-1,617-10%$209.4K$161.3K-$48.1K2026-10-21
MGO One Seven LLC
UNCHANGED14,39814,39800%$182.6K$155.9K-$26.6K2026-10-28
King Luther Capital Management Corp
UNCHANGED14,36714,36700%$182.2K$155.6K-$26.6K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED13,87513,87500%$175.9K$150.3K-$25.7K2026-10-08
Noble Wealth Management PBC
INCREASED13,82913,600+229+2%$172.5K$149.8K-$22.7K2026-10-01
Powell Investment Advisors, LLC
INCREASED13,71013,474+236+2%$171.9K$149.6K-$22.3K2026-10-22
Midwest Trust Co
NEW13,621—+13,621——$147.5K—2026-10-22
Csenge Advisory Group
INCREASED13,48710,027+3,460+35%$127.1K$146.1K+$18.9K2026-11-04
Novem Group
UNCHANGED12,50012,50000%$158.5K$135.4K-$23.1K2026-10-19
Essential Investment Partners LLC
UNCHANGED12,39812,39800%$157.2K$134.3K-$22.9K2026-10-27
Walled Lake Planning & Wealth Management, LLC
UNCHANGED11,97211,97200%$151.8K$129.7K-$22.1K2026-10-29
Renasant Bank
DECREASED11,80025,300-13,500-53%$320.8K$127.8K-$193.0K2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED11,50811,50800%$145.9K$124.6K-$21.3K2026-10-23
Mountain Hill Investment Partners Corp.
UNCHANGED11,31911,31900%$143.5K$122.6K-$20.9K2026-10-23
Busey Bank
UNCHANGED11,11811,11800%$141.0K$120.4K-$20.6K2026-10-26
Wesbanco Bank Inc
UNCHANGED11,10011,10000%$140.7K$120.2K-$20.5K2026-11-04
Thrivent Financial for Lutherans
UNCHANGED11,00111,00100%$139.0K$120-$138.9K2026-11-05
Uniting Wealth Partners, LLC
INCREASED10,52310,443+80+1%$133.2K$114.8K-$18.4K2026-11-06
Williams Jones Wealth Management, Llc.
NEW10,500—+10,500——$113.7K—2026-11-05
Lantz Financial LLC
UNCHANGED10,49510,49500%$133.1K$113.7K-$19.4K2026-10-15
Merit Financial Group, LLC
DECREASED10,47811,108-630-6%$140.8K$113.5K-$27.4K2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED10,40910,315+94+1%$131.2K$112.7K-$18.5K2026-10-13
Cullen T Bankers, Inc.
NEW9,000—+9,000——$97.5K—2026-10-28
EverSource Wealth Advisors, LLC
INCREASED8,0003,300+4,700+142%$41.8K$86.6K+$44.8K2026-11-04
Larson Financial Group LLC
INCREASED7,0005,000+2,000+40%$63.4K$75.8K+$12.4K2026-11-05
Coastline Trust Co
UNCHANGED6,9756,97500%$88.4K$75.5K-$12.9K2026-10-01
Washington Trust Advisors, Inc.
NEW5,348—+5,348——$57.9K—2026-10-22
Piscataqua Savings Bank
UNCHANGED4,7604,76000%$60.4K$51.6K-$8.8K2026-10-21
JFS Wealth Advisors, LLC
INCREASED4,5564,469+87+2%$56.7K$49.3K-$7.3K2026-11-03
Private Trust Co NA
UNCHANGED4,4954,49500%$57.0K$48.7K-$8.3K2026-10-20
GGM Financial LLC
INCREASED3,8683,821+47+1%$48.5K$41.9K-$6.6K2026-11-05
CoreCap Advisors, LLC
UNCHANGED3,4233,42300%$43.4K$37.1K-$6.3K2026-10-08
Meriwether Wealth & Planning, LLC
NEW2,930—+2,930——$31.7K—2026-10-13
Lanark Financial, Inc.
INCREASED2,7692,754+15+1%$34.9K$30.0K-$4.9K2026-10-26
Chilton Capital Management LLC
UNCHANGED2,6332,63300%$33.4K$28.5K-$4.9K2026-10-28
SJS Investment Consulting Inc.
UNCHANGED2,5812,58100%$32.7K$28.0K-$4.8K2026-10-26
Pathway Financial Advisers, LLC
NEW2,290—+2,290——$24.8K—2026-10-27
Community Financial Services Group, LLC
UNCHANGED2,2792,27900%$28.9K$24.8K-$4.1K2026-10-15
Financial Management Professionals, Inc.
INCREASED2,1502,109+41+2%$26.9K$23.5K-$3.5K2026-10-23
Trust Co of Toledo NA
UNCHANGED1,7911,79100%$22.7K$19.4K-$3.3K2026-10-16
Bfsg, LLC
UNCHANGED1,6631,66300%$21.1K$18.0K-$3.1K2026-10-30
FNY Investment Advisers, LLC
UNCHANGED1,6001,60000%$20$17-$32026-10-16
Harbor Investment Advisory, LLC
UNCHANGED1,4651,46500%$18.6K$15.9K-$2.7K2026-10-13
Towne Trust Company, N.a
UNCHANGED1,3511,35100%$17.1K$14.6K-$2.5K2026-10-28
St. Johns Investment Management Company, LLC
UNCHANGED1,0581,05800%$13.4K$11.5K-$2.0K2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED91791700%$11.6K$9.9K-$1.7K2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED89689600%$11.4K$9.7K-$1.7K2026-10-13
Montag A & Associates Inc
UNCHANGED87387300%$11.1K$9.5K-$1.6K2026-10-29
IFP Advisors, Inc
DECREASED8001,281-481-38%$16.2K$8.7K-$7.6K2026-10-16
Eastern Bank
UNCHANGED73873800%$9.4K$8.0K-$1.4K2026-10-05
Clearstead Advisors, LLC
UNCHANGED69369300%$8.8K$7.5K-$1.3K2026-11-06
Highline Wealth Partners LLC
UNCHANGED40040000%$5.1K$4.3K-$7402026-10-19
Assetmark, Inc
DECREASED36132-96-73%$1.7K$390-$1.3K2026-10-21
Sunpointe, LLC
CLOSED049,991-49,991-100%$633.9K$0-$633.9K2026-10-22
Ramsey Quantitative Systems
CLOSED045,000-45,000-100%$570.6K$0-$570.6K2026-10-22
Plan Group Financial, LLC
CLOSED038,665-38,665-100%$490.3K$0-$490.3K2026-10-22
Cypress Capital Group
CLOSED024,053-24,053-100%$305.0K$0-$305.0K2026-11-03
Mirador Capital Partners LP
CLOSED022,729-22,729-100%$288.2K$0-$288.2K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED020,116-20,116-100%$255.1K$0-$255.1K2026-10-14
Langley Wealth Management, LLC
CLOSED017,774-17,774-100%$225.4K$0-$225.4K2026-11-04
Sightline Wealth Advisors, LLC
CLOSED016,817-16,817-100%$213.2K$0-$213.2K2026-10-21
Islay Capital Management, LLC
CLOSED08,000-8,000-100%$101.4K$0-$101.4K2026-10-20
Cornerstone Planning Group LLC
CLOSED03,445-3,445-100%$42.6K$0-$42.6K2026-10-16
Vima LLC
CLOSED03,000-3,000-100%$38.0K$0-$38.0K2026-10-23
International Assets Investment Management, LLC
CLOSED01,941-1,941-100%$24.6K$0-$24.6K2026-11-02
Gill Capital Partners, LLC
CLOSED01,902-1,902-100%$24.1K$0-$24.1K2026-10-13
Mascoma Wealth Management LLC
CLOSED01,069-1,069-100%$13.6K$0-$13.6K2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED0995-995-100%$12.6K$0-$12.6K2026-11-04
Morgan Stanley
N/A—3,087,546-3,087,546-100%$39.2M———
Wells Fargo & Company
N/A—2,205,133-2,205,133-100%$28.0M———
Guggenheim Capital LLC
N/A—2,180,790-2,180,790-100%$27.7M———
UBS Group AG
N/A—2,008,537-2,008,537-100%$25.5M———
Bank of America Corp
N/A—1,923,434-1,923,434-100%$24.4M———
Raymond James Financial Inc
N/A—1,167,360-1,167,360-100%$14.8M———
Royal Bank of Canada
N/A—1,086,535-1,086,535-100%$13.8M———
Van Eck Associates Corp
N/A—949,535-949,535-100%$12.0M———
Stifel Financial Corp
N/A—720,508-720,508-100%$9.1M———
Advisors Asset Management, Inc.
N/A—680,478-680,478-100%$8.6M———
Cetera Investment Advisers
N/A—587,505-587,505-100%$7.4M———
McGowan Group Asset Management, Inc.
N/A—469,795-469,795-100%$6.0M———
Allianz Asset Management GmbH
N/A—462,380-462,380-100%$5.9M———
Rockefeller Capital Management L.P.
N/A—413,937-413,937-100%$5.2M———
Northwestern Mutual Wealth Management Co
N/A—364,448-364,448-100%$4.6M———
Osaic Holdings, Inc.
N/A—289,565-289,565-100%$3.7M———
KIM, LLC
N/A—250,000-250,000-100%$3.2M———
Envestnet Asset Management Inc
N/A—242,059-242,059-100%$3.1M———
Baird Financial Group, Inc.
N/A—225,020-225,020-100%$2.9M———
Ameriprise Financial Inc
N/A—205,503-205,503-100%$2.6M———
NewEdge Advisors, LLC
N/A—204,553-204,553-100%$2.6M———
Cohen & Steers, Inc.
N/A—200,295-200,295-100%$2.5M———
Invesco Ltd.
N/A—195,832-195,832-100%$2.5M———
Jane Street Group, LLC
N/A—169,393-169,393-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—146,071-146,071-100%$1.9M———
&partners
N/A—121,006-121,006-100%$1.5M———
Petra Financial Advisors Inc
N/A—117,720-117,720-100%$1.5M———
Janney Montgomery Scott LLC
N/A—98,164-98,164-100%$1.2M———
BFC Planning, Inc.
N/A—93,607-93,607-100%$1.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—91,807-91,807-100%$1.2M———
Goldman Sachs Group Inc
N/A—89,801-89,801-100%$1.1M———
HighTower Advisors, LLC
N/A—87,829-87,829-100%$1.1M———
Stephens Inc
N/A—84,678-84,678-100%$1.1M———
Operose Advisors LLC
N/A—79,113-79,113-100%$1.0M———
World Investment Advisors
N/A—76,439-76,439-100%$937.8K———
Westview Management dba Westview Investment Advisors
N/A—74,839-74,839-100%$949.0K———
Tyche Wealth Partners LLC
N/A—72,454-72,454-100%$918.7K———
Susquehanna International Group, LLP
N/A—71,465-71,465-100%$906.2K———
Gould Capital, LLC
N/A—69,263-69,263-100%$878.3K———
XTX Topco Ltd
N/A—65,521-65,521-100%$830.8K———
Intellus Advisors LLC
N/A—60,951-60,951-100%$772.9K———
Captrust Financial Advisors
N/A—57,832-57,832-100%$733.3K———
Regatta Research & Money Management
N/A—56,478-56,478-100%$716.0K———
Sanctuary Advisors, LLC
N/A—55,686-55,686-100%$706.1K———
Mariner, LLC
N/A—51,451-51,451-100%$652.4K———
Wealth Care LLC
N/A—50,000-50,000-100%$634.0K———
Beacon Pointe Advisors, LLC
N/A—41,738-41,738-100%$529.2K———
Palogic Value Management, L.P.
N/A—41,710-41,710-100%$528.9K———
Rothschild Investment LLC
N/A—40,707-40,707-100%$516.2K———
Advisory Services Network, LLC
N/A—37,573-37,573-100%$476.4K———
Walter & Keenan Wealth Management LLC
N/A—37,009-37,009-100%$469.3K———
Private Advisor Group, LLC
N/A—33,796-33,796-100%$428.5K———
Perennial Investment Advisors, LLC
N/A—33,526-33,526-100%$425.1K———
Savvy Advisors, Inc.
N/A—33,525-33,525-100%$425.1K———
Cary Street Partners Financial LLC
N/A—31,590-31,590-100%$400.6K———
Hollencrest Capital Management
N/A—30,929-30,929-100%$392.2K———
Regal Investment Advisors LLC
N/A—30,750-30,750-100%$389.9K———
PFG Investments, LLC
N/A—29,509-29,509-100%$374.2K———
Equitable Holdings, Inc.
N/A—28,925-28,925-100%$366.8K———
Stratos Wealth Partners, Ltd.
N/A—28,772-28,772-100%$364.8K———
SIT Investment Associates Inc
N/A—28,400-28,400-100%$360.0K———
Envestnet Portfolio Solutions, Inc.
N/A—28,289-28,289-100%$358.7K———
Harbour Investments, Inc.
N/A—27,957-27,957-100%$354.5K———
Evolve Private Wealth, LLC
N/A—27,855-27,855-100%$355.4K———
Horizon Kinetics Asset Management LLC
N/A—26,445-26,445-100%$335.3K———
Northern Trust Corp
N/A—23,810-23,810-100%$301.9K———
MAI Capital Management
N/A—22,688-22,688-100%$287.7K———
Ranch Capital Advisors Inc.
N/A—22,626-22,626-100%$286.9K———
Park Place Capital Corp
N/A—21,000-21,000-100%$266.3K———
Global Retirement Partners, LLC
N/A—20,952-20,952-100%$265.7K———
Mercer Global Advisors Inc
N/A—20,707-20,707-100%$262.6K———
EQ Wealth Advisors, LLC
N/A—20,467-20,467-100%$259.5K———
Clear Street Group Inc.
N/A—19,677-19,677-100%$249.5K———
Johnson Investment Counsel Inc
N/A—19,424-19,424-100%$246.3K———
Focus Partners Wealth
N/A—17,396-17,396-100%$220.6K———
HRT Financial LP
N/A—17,347-17,347-100%$219.0K———
Boothbay Fund Management, LLC
N/A—17,122-17,122-100%$217.1K———
Virtu Financial LLC
N/A—16,735-16,735-100%$212.0K———
Waverly Advisors, LLC
N/A—16,465-16,465-100%$208.8K———
Vista Investment Management
N/A—16,067-16,067-100%$203.7K———
Family Manage LLC
N/A—14,889-14,889-100%$188.8K———
Aptus Capital Advisors, LLC
N/A—14,226-14,226-100%$180.4K———
Camelot Portfolios, LLC
N/A—14,088-14,088-100%$178.6K———
Quantinno Capital Management LP
N/A—13,491-13,491-100%$171.1K———
MML Investors Services, LLC
N/A—12,913-12,913-100%$163.7K———
Sfmg, LLC
N/A—12,680-12,680-100%$160.8K———
Sound View Wealth Advisors Group, LLC
N/A—12,478-12,478-100%$158.2K———
Two Sigma Securities, LLC
N/A—12,389-12,389-100%$157.1K———
Cerity Partners LLC
N/A—11,670-11,670-100%$148.0K———
Commerce Bank
N/A—11,580-11,580-100%$146.8K———
Townsquare Capital LLC
N/A—11,499-11,499-100%$145.8K———
Arax Advisory Partners
N/A—11,014-11,014-100%$139.7K———
Mitchell Mcleod Pugh & Williams Inc
N/A—11,000-11,000-100%$139.5K———
Readystate Asset Management LP
N/A—10,987-10,987-100%$139.3K———
Nuveen, LLC
N/A—10,960-10,960-100%$139.0K———
Marex Group Ltd
N/A—10,216-10,216-100%$129.5K———
Prosperity Bancshares Inc
N/A—8,000-8,000-100%$101.4K———
JPMorgan Chase & Co
N/A—4,938-4,938-100%$62.8K———
Bernard Wealth Management Corp.
N/A—4,600-4,600-100%$58.3K———
Penserra Capital Management LLC
N/A—3,462-3,462-100%$43———
Ancora Advisors LLCA
N/A—3,199-3,199-100%$40.6K———
Highland Investment Advisors LLC
N/A—2,805-2,805-100%$35.6K———
Allied Private Wealth LLC
N/A—2,677-2,677-100%$33.8K———
HM Payson & Co
N/A—2,517-2,517-100%$31.9K———
Fourth Dimension Wealth, LLC
N/A—2,134-2,134-100%$27.1K———
IFG Advisory, LLC
N/A—2,050-2,050-100%$26.0K———
Johnson Financial Group, Inc.
N/A—1,522-1,522-100%$19.3K———
Aberdeen Wealth Management LLC
N/A—1,365-1,365-100%$17.3K———
Bartlett & Co. Wealth Management LLC
N/A—1,066-1,066-100%$13.6K———
Synergy Investment Management, LLC
N/A—1,038-1,038-100%$13.2K———
Truvestments Capital LLC
N/A—1,000-1,000-100%$12.7K———
Ameritas Advisory Services, LLC
N/A—646-646-100%$8.2K———
Investors Portfolio Services LLC
N/A—334-334-100%$4.2K———
IMA Advisory Services, Inc.
N/A—130-130-100%$1.7K———
Showing 258 of 258 institutions