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Nuveen Credit Strategies Inc (XJQCX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1,158,781 from 1,158,781
Change0 (0%)
Value$5.5M (-$127.5K)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares590,467 from 535,467
Change+55,000 (+10%)
Value$2.8M (+$202.3K)
Filed 2026-10-07
DCF Advisers, LLC
INCREASED
Shares555,613 from 528,113
Change+27,500 (+5%)
Value$2.6M (+$72.5K)
Filed 2026-11-04
Absolute Investment Advisers, LLC
DECREASED
Shares412,003 from 932,452
Change-520,449 (-56%)
Value$2.0M (-$2.6M)
Filed 2026-10-21
Thrivent Financial for Lutherans
DECREASED
Shares411,404 from 424,087
Change-12,683 (-3%)
Value$2.0K (-$2.1M)
Filed 2026-11-05
Matisse Capital
UNCHANGED
Shares380,000 from 380,000
Change0 (0%)
Value$1.8M (-$41.8K)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares318,486 from 321,246
Change-2,760 (-1%)
Value$1.5M (-$48.4K)
Filed 2026-10-23
Stolper Co
DECREASED
Shares258,427 from 260,346
Change-1,919 (-1%)
Value$1.2K (-$37)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares242,795 from 246,231
Change-3,436 (-1%)
Value$1.2M (-$43.4K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares210,718 from 198,168
Change+12,550 (+6%)
Value$1.0M (+$28.2K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares171,014 from 236,711
Change-65,697 (-28%)
Value$812.3K (-$338.1K)
Filed 2026-10-13
Castleview Partners, LLC
INCREASED
Shares168,987 from 155,708
Change+13,279 (+9%)
Value$802.7K (+$45.9K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares149,919 from 135,835
Change+14,084 (+10%)
Value$712.1K (+$52.0K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
UNCHANGED
Shares102,197 from 102,197
Change0 (0%)
Value$485.4K (-$11.2K)
Filed 2026-10-29
Encompass More Asset Management
DECREASED
Shares92,464 from 92,852
Change-388 (0%)
Value$439.2K (-$12.1K)
Filed 2026-10-16
Wealth Effects LLC
DECREASED
Shares81,447 from 124,113
Change-42,666 (-34%)
Value$386.9K (-$216.3K)
Filed 2026-10-23
Total Wealth Planning & Management, Inc.
INCREASED
Shares80,934 from 71,795
Change+9,139 (+13%)
Value$384.4K (+$35.5K)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares79,197 from 79,644
Change-447 (-1%)
Value$375.4K (-$10.9K)
Filed 2026-11-02
Future Financial Wealth Managment LLC
DECREASED
Shares77,780 from 81,392
Change-3,612 (-4%)
Value$369.5K (-$17.2K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
INCREASED
Shares77,100 from 76,646
Change+454 (+1%)
Value$366.2K (-$6.3K)
Filed 2026-10-21
Scheeler Financial LLC
NEW
Shares76,642
Change+76,642
Value$364.1K
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares75,228 from 70,401
Change+4,827 (+7%)
Value$357.3K (+$15.2K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares68,413 from 77,259
Change-8,846 (-11%)
Value$325.0K (-$50.5K)
Filed 2026-11-02
Centurion Wealth Management LLC
UNCHANGED
Shares66,465 from 66,465
Change0 (0%)
Value$315.7K (-$7.3K)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares64,793 from 62,967
Change+1,826 (+3%)
Value$307.8K (+$1.7K)
Filed 2026-11-05
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares55,306 from 54,431
Change+875 (+2%)
Value$262.7K (-$1.8K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares54,345 from 55,980
Change-1,635 (-3%)
Value$258 (-$271.7K)
Filed 2026-10-22
City of London Investment Management Co LTD
INCREASED
Shares52,184 from 33,660
Change+18,524 (+55%)
Value$247.9K (+$84.3K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares50,808 from 41,635
Change+9,173 (+22%)
Value$241 (-$201.8K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
NEW
Shares50,445
Change+50,445
Value$226.0K
Filed 2026-10-27
Closed-End Fund Advisors, Inc.
DECREASED
Shares48,681 from 48,856
Change-175 (0%)
Value$231.2K (-$6.2K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares46,973 from 46,104
Change+869 (+2%)
Value$225.4K (-$1.1K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares45,291 from 41,919
Change+3,372 (+8%)
Value$215.1K (+$11.4K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares42,740 from 42,330
Change+410 (+1%)
Value$203.0K (-$2.7K)
Filed 2026-10-23
Capital Investment Advisors, LLC
INCREASED
Shares42,043 from 38,613
Change+3,430 (+9%)
Value$199.7K (+$12.0K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares40,955 from 39,045
Change+1,910 (+5%)
Value$189.2K (+$1.4K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares40,887 from 49,818
Change-8,931 (-18%)
Value$194.2K (-$47.9K)
Filed 2026-10-08
Consolidated Capital Management, LLC
INCREASED
Shares40,195 from 38,979
Change+1,216 (+3%)
Value$190.9K (+$1.5K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares35,771 from 35,771
Change0 (0%)
Value$169.9K (-$2.5K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares35,391 from 32,734
Change+2,657 (+8%)
Value$168 (-$158.8K)
Filed 2026-10-26
NWF Advisory Services Inc.
DECREASED
Shares35,300 from 39,800
Change-4,500 (-11%)
Value$167.7K (-$25.8K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares26,848 from 26,716
Change+132 (+0%)
Value$127.5K (-$2.3K)
Filed 2026-10-27
Sovran Advisors, LLC
UNCHANGED
Shares25,666 from 25,666
Change0 (0%)
Value$117.8K (-$4.1K)
Filed 2026-11-02
Accredited Investor Services, LLC
INCREASED
Shares23,603 from 16,906
Change+6,697 (+40%)
Value$112.1K (+$30.0K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
INCREASED
Shares21,176 from 20,665
Change+511 (+2%)
Value$100.6K (+$153)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares20,881
Change+20,881
Value$97
Filed 2026-11-03
Decision Investments, Inc
UNCHANGED
Shares18,750 from 18,750
Change0 (0%)
Value$89.1K (-$2.1K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
INCREASED
Shares16,394 from 16,339
Change+55 (+0%)
Value$77.9K (-$1.5K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares16,378 from 16,306
Change+72 (+0%)
Value$78.6K (-$1.4K)
Filed 2026-11-05
Forum Financial Management, LP
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$71.3K (-$1.7K)
Filed 2026-10-16
DKM Wealth Management, Inc.
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$71.3K (-$1.7K)
Filed 2026-10-09
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED
Shares14,601 from 14,601
Change0 (0%)
Value$69.4K (-$1.6K)
Filed 2026-10-08
Occidental Asset Management, LLC
INCREASED
Shares14,045 from 12,332
Change+1,713 (+14%)
Value$66.7K (+$6.8K)
Filed 2026-11-05
Matauro, LLC
INCREASED
Shares10,934 from 10,602
Change+332 (+3%)
Value$51.9K (+$411)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares10,419 from 10,899
Change-480 (-4%)
Value$49.5K (-$3.5K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$47.5K (-$1.1K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares6,912 from 6,812
Change+100 (+1%)
Value$32.8K (-$274)
Filed 2026-10-08
WPG Advisers, LLC
INCREASED
Shares6,694 from 5,874
Change+820 (+14%)
Value$31.8K (+$3.2K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares5,201 from 8,877
Change-3,676 (-41%)
Value$24.7K (-$18.4K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares5,015 from 6,815
Change-1,800 (-26%)
Value$23.8K (-$9.3K)
Filed 2026-10-08
PFS Partners, LLC
INCREASED
Shares4,000 from 1,000
Change+3,000 (+300%)
Value$19.0K (+$14.1K)
Filed 2026-10-21
Ascentis Independent Advisors
UNCHANGED
Shares3,389 from 3,389
Change0 (0%)
Value$16.1K (-$373)
Filed 2026-11-03
Noble Wealth Management PBC
NEW
Shares3,200
Change+3,200
Value$15.2K
Filed 2026-10-01
Tompkins Financial Corp
UNCHANGED
Shares1,826 from 1,826
Change0 (0%)
Value$8.7K (-$200)
Filed 2026-10-05
FNY Investment Advisers, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$8 ($0)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares1,500 from 7,500
Change-6,000 (-80%)
Value$7.1K (-$29.3K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,205 from 1,205
Change0 (0%)
Value$5.7K (-$132)
Filed 2026-10-13
Highline Wealth Partners LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$3.6K (-$82)
Filed 2026-10-19
Hilltop National Bank
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$3.3K (-$77)
Filed 2026-10-14
GHP Investment Advisors, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$2.6K (-$60)
Filed 2026-10-15
Assetmark, Inc
NEW
Shares501
Change+501
Value$2.4K
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$2.4K (-$55)
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$1.7K (-$38)
Filed 2026-10-15
SJS Investment Consulting Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$1.6K (-$36)
Filed 2026-10-26
Wolverine Asset Management LLC
CLOSED
Shares0 from 335,273
Change-335,273 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
StoneX Group Inc.
CLOSED
Shares0 from 35,304
Change-35,304 (-100%)
Value$0 (-$171.6K)
Filed 2026-11-03
Shaker Financial Services, LLC
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$147.3K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 17,986
Change-17,986 (-100%)
Value$0 (-$87.4K)
Filed 2026-11-03
Axiom Investment Management LLC
CLOSED
Shares0 from 5,909
Change-5,909 (-100%)
Value$0 (-$28.7K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$24.3K)
Filed 2026-10-15
Signaturefd, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-23
Tsfg, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$15)
Filed 2026-10-23
Albion Financial Group
CLOSED
Shares0 from 2,848
Change-2,848 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 9,278,304
Change-9,278,304 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 4,526,488
Change-4,526,488 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 4,167,979
Change-4,167,979 (-100%)
Value—
OAK Hill Advisors LP
N/A
Shares— from 3,301,932
Change-3,301,932 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,045,191
Change-3,045,191 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,687,333
Change-2,687,333 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 2,347,246
Change-2,347,246 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,057,071
Change-2,057,071 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,784,896
Change-1,784,896 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,101,814
Change-1,101,814 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 747,957
Change-747,957 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 734,738
Change-734,738 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 716,157
Change-716,157 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 704,610
Change-704,610 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 691,801
Change-691,801 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 613,908
Change-613,908 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 610,015
Change-610,015 (-100%)
Value—
Quarry LP
N/A
Shares— from 384,710
Change-384,710 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 380,988
Change-380,988 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 340,981
Change-340,981 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 326,642
Change-326,642 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 306,035
Change-306,035 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 288,332
Change-288,332 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 253,415
Change-253,415 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 235,498
Change-235,498 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 208,378
Change-208,378 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 200,608
Change-200,608 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 148,612
Change-148,612 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 141,612
Change-141,612 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 137,280
Change-137,280 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 137,252
Change-137,252 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 135,602
Change-135,602 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 98,325
Change-98,325 (-100%)
Value—
UBS Group AG
N/A
Shares— from 93,889
Change-93,889 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 92,018
Change-92,018 (-100%)
Value—
&partners
N/A
Shares— from 90,650
Change-90,650 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 89,789
Change-89,789 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 88,922
Change-88,922 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 75,537
Change-75,537 (-100%)
Value—
North Ground Capital
N/A
Shares— from 74,901
Change-74,901 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 72,393
Change-72,393 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 66,032
Change-66,032 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 61,528
Change-61,528 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 59,942
Change-59,942 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 56,474
Change-56,474 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 54,431
Change-54,431 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 52,553
Change-52,553 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 51,528
Change-51,528 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 48,102
Change-48,102 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,734
Change-47,734 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 46,062
Change-46,062 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 44,086
Change-44,086 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 42,177
Change-42,177 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 41,173
Change-41,173 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 34,942
Change-34,942 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 31,215
Change-31,215 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 30,935
Change-30,935 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 30,628
Change-30,628 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,215
Change-30,215 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 28,198
Change-28,198 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 28,041
Change-28,041 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 27,544
Change-27,544 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 21,803
Change-21,803 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 21,065
Change-21,065 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 20,081
Change-20,081 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 19,780
Change-19,780 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 18,152
Change-18,152 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,855
Change-15,855 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,805
Change-15,805 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 15,285
Change-15,285 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 12,950
Change-12,950 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 12,932
Change-12,932 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 12,442
Change-12,442 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,989
Change-11,989 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 11,260
Change-11,260 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 10,305
Change-10,305 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,183
Change-10,183 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 556
Change-556 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 464
Change-464 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
UNCHANGED1,158,7811,158,78100%$5.6M$5.5M-$127.5K2026-11-04
Venture Visionary Partners LLC
INCREASED590,467535,467+55,000+10%$2.6M$2.8M+$202.3K2026-10-07
DCF Advisers, LLC
INCREASED555,613528,113+27,500+5%$2.6M$2.6M+$72.5K2026-11-04
Absolute Investment Advisers, LLC
DECREASED412,003932,452-520,449-56%$4.5M$2.0M-$2.6M2026-10-21
Thrivent Financial for Lutherans
DECREASED411,404424,087-12,683-3%$2.1M$2.0K-$2.1M2026-11-05
Matisse Capital
UNCHANGED380,000380,00000%$1.8M$1.8M-$41.8K2026-10-29
Sowell Financial Services LLC
DECREASED318,486321,246-2,760-1%$1.6M$1.5M-$48.4K2026-10-23
Stolper Co
DECREASED258,427260,346-1,919-1%$1.3K$1.2K-$372026-10-13
J.W. Cole Advisors, Inc.
DECREASED242,795246,231-3,436-1%$1.2M$1.2M-$43.4K2026-11-05
Lido Advisors, LLC
INCREASED210,718198,168+12,550+6%$972.7K$1.0M+$28.2K2026-11-04
Independent Financial Group, LLC
DECREASED171,014236,711-65,697-28%$1.2M$812.3K-$338.1K2026-10-13
Castleview Partners, LLC
INCREASED168,987155,708+13,279+9%$756.7K$802.7K+$45.9K2026-10-09
Lanark Financial, Inc.
INCREASED149,919135,835+14,084+10%$660.2K$712.1K+$52.0K2026-10-26
Koshinski Asset Management, Inc.
UNCHANGED102,197102,19700%$496.7K$485.4K-$11.2K2026-10-29
Encompass More Asset Management
DECREASED92,46492,852-3880%$451.3K$439.2K-$12.1K2026-10-16
Wealth Effects LLC
DECREASED81,447124,113-42,666-34%$603.2K$386.9K-$216.3K2026-10-23
Total Wealth Planning & Management, Inc.
INCREASED80,93471,795+9,139+13%$348.9K$384.4K+$35.5K2026-10-23
International Assets Investment Management, LLC
DECREASED79,19779,644-447-1%$386.3K$375.4K-$10.9K2026-11-02
Future Financial Wealth Managment LLC
DECREASED77,78081,392-3,612-4%$386.6K$369.5K-$17.2K2026-10-15
SeaCrest Wealth Management, LLC
INCREASED77,10076,646+454+1%$372.5K$366.2K-$6.3K2026-10-21
Scheeler Financial LLC
NEW76,642—+76,642——$364.1K—2026-10-13
Kestra Advisory Services, LLC
INCREASED75,22870,401+4,827+7%$342.1K$357.3K+$15.2K2026-11-02
Commonwealth Equity Services, LLC
DECREASED68,41377,259-8,846-11%$375.5K$325.0K-$50.5K2026-11-02
Centurion Wealth Management LLC
UNCHANGED66,46566,46500%$323.0K$315.7K-$7.3K2026-10-13
Meridian Wealth Management, LLC
INCREASED64,79362,967+1,826+3%$306.0K$307.8K+$1.7K2026-11-05
Kingsbury Capital Investment Advisors LLC
INCREASED55,30654,431+875+2%$264.5K$262.7K-$1.8K2026-10-20
Wedbush Securities Inc
DECREASED54,34555,980-1,635-3%$272.0K$258-$271.7K2026-10-22
City of London Investment Management Co LTD
INCREASED52,18433,660+18,524+55%$163.6K$247.9K+$84.3K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED50,80841,635+9,173+22%$202.0K$241-$201.8K2026-11-02
Chicago Partners Investment Group LLC
NEW50,445—+50,445——$226.0K—2026-10-27
Closed-End Fund Advisors, Inc.
DECREASED48,68148,856-1750%$237.4K$231.2K-$6.2K2026-11-04
Choreo, LLC
INCREASED46,97346,104+869+2%$226.5K$225.4K-$1.1K2026-10-28
Fifth Third Bancorp
INCREASED45,29141,919+3,372+8%$203.7K$215.1K+$11.4K2026-11-05
Apollon Wealth Management, LLC
INCREASED42,74042,330+410+1%$205.7K$203.0K-$2.7K2026-10-23
Capital Investment Advisors, LLC
INCREASED42,04338,613+3,430+9%$187.7K$199.7K+$12.0K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED40,95539,045+1,910+5%$187.8K$189.2K+$1.4K2026-10-13
First Heartland Consultants, Inc.
DECREASED40,88749,818-8,931-18%$242.1K$194.2K-$47.9K2026-10-08
Consolidated Capital Management, LLC
INCREASED40,19538,979+1,216+3%$189.4K$190.9K+$1.5K2026-10-13
B. Riley Wealth Advisors, Inc.
UNCHANGED35,77135,77100%$172.4K$169.9K-$2.5K2026-10-13
Park Avenue Securities LLC
INCREASED35,39132,734+2,657+8%$159.0K$168-$158.8K2026-10-26
NWF Advisory Services Inc.
DECREASED35,30039,800-4,500-11%$193.4K$167.7K-$25.8K2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED26,84826,716+132+0%$129.8K$127.5K-$2.3K2026-10-27
Sovran Advisors, LLC
UNCHANGED25,66625,66600%$121.9K$117.8K-$4.1K2026-11-02
Accredited Investor Services, LLC
INCREASED23,60316,906+6,697+40%$82.2K$112.1K+$30.0K2026-10-22
Quad-Cities Investment Group, LLC
INCREASED21,17620,665+511+2%$100.4K$100.6K+$1532026-10-16
M Holdings Securities, Inc.
NEW20,881—+20,881——$97—2026-11-03
Decision Investments, Inc
UNCHANGED18,75018,75000%$91.1K$89.1K-$2.1K2026-10-07
Concurrent Investment Advisors, LLC
INCREASED16,39416,339+55+0%$79.4K$77.9K-$1.5K2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED16,37816,306+72+0%$80.1K$78.6K-$1.4K2026-11-05
Forum Financial Management, LP
UNCHANGED15,00015,00000%$72.9K$71.3K-$1.7K2026-10-16
DKM Wealth Management, Inc.
UNCHANGED15,00015,00000%$72.9K$71.3K-$1.7K2026-10-09
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED14,60114,60100%$71.0K$69.4K-$1.6K2026-10-08
Occidental Asset Management, LLC
INCREASED14,04512,332+1,713+14%$59.9K$66.7K+$6.8K2026-11-05
Matauro, LLC
INCREASED10,93410,602+332+3%$51.5K$51.9K+$4112026-11-03
MGO One Seven LLC
DECREASED10,41910,899-480-4%$53.0K$49.5K-$3.5K2026-10-28
Tcfg Investment Advisors, LLC
UNCHANGED10,00010,00000%$48.6K$47.5K-$1.1K2026-10-20
Farther Finance Advisors, LLC
INCREASED6,9126,812+100+1%$33.1K$32.8K-$2742026-10-08
WPG Advisers, LLC
INCREASED6,6945,874+820+14%$28.5K$31.8K+$3.2K2026-10-27
US Bancorp \de\
DECREASED5,2018,877-3,676-41%$43.1K$24.7K-$18.4K2026-11-05
CoreCap Advisors, LLC
DECREASED5,0156,815-1,800-26%$33.1K$23.8K-$9.3K2026-10-08
PFS Partners, LLC
INCREASED4,0001,000+3,000+300%$4.9K$19.0K+$14.1K2026-10-21
Ascentis Independent Advisors
UNCHANGED3,3893,38900%$16.5K$16.1K-$3732026-11-03
Noble Wealth Management PBC
NEW3,200—+3,200——$15.2K—2026-10-01
Tompkins Financial Corp
UNCHANGED1,8261,82600%$8.9K$8.7K-$2002026-10-05
FNY Investment Advisers, LLC
UNCHANGED1,8001,80000%$8$8$02026-10-16
Private Trust Co NA
DECREASED1,5007,500-6,000-80%$36.5K$7.1K-$29.3K2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED1,2051,20500%$5.9K$5.7K-$1322026-10-13
Highline Wealth Partners LLC
UNCHANGED75075000%$3.6K$3.6K-$822026-10-19
Hilltop National Bank
UNCHANGED70070000%$3.4K$3.3K-$772026-10-14
GHP Investment Advisors, Inc.
UNCHANGED55055000%$2.7K$2.6K-$602026-10-15
Assetmark, Inc
NEW501—+501——$2.4K—2026-10-21
Main Street Group, LTD
UNCHANGED50050000%$2.4K$2.4K-$552026-10-28
Wolff Wiese Magana LLC
UNCHANGED35035000%$1.7K$1.7K-$382026-10-15
SJS Investment Consulting Inc.
UNCHANGED33033000%$1.6K$1.6K-$362026-10-26
Wolverine Asset Management LLC
CLOSED0335,273-335,273-100%$1.6M$0-$1.6M2026-11-02
StoneX Group Inc.
CLOSED035,304-35,304-100%$171.6K$0-$171.6K2026-11-03
Shaker Financial Services, LLC
CLOSED030,000-30,000-100%$147.3K$0-$147.3K2026-10-14
Ashton Thomas Private Wealth, LLC
CLOSED017,986-17,986-100%$87.4K$0-$87.4K2026-11-03
Axiom Investment Management LLC
CLOSED05,909-5,909-100%$28.7K$0-$28.7K2026-11-03
Maryland Capital Advisors Inc.
CLOSED05,000-5,000-100%$24.3K$0-$24.3K2026-10-15
Signaturefd, LLC
CLOSED03,000-3,000-100%$14.6K$0-$14.6K2026-10-23
Tsfg, LLC
CLOSED03,000-3,000-100%$15$0-$152026-10-23
Albion Financial Group
CLOSED02,848-2,848-100%$13.8K$0-$13.8K2026-10-21
LifeSteps Financial, Inc.
CLOSED01,400-1,400-100%$6.8K$0-$6.8K2026-10-15
Morgan Stanley
N/A—9,278,304-9,278,304-100%$45.1M———
Loomis Sayles & Co L P
N/A—4,526,488-4,526,488-100%$22.0M———
Penserra Capital Management LLC
N/A—4,167,979-4,167,979-100%$20.3M———
OAK Hill Advisors LP
N/A—3,301,932-3,301,932-100%$16.0M———
Invesco Ltd.
N/A—3,045,191-3,045,191-100%$14.8M———
Wells Fargo & Company
N/A—2,687,333-2,687,333-100%$13.1M———
Advisors Asset Management, Inc.
N/A—2,347,246-2,347,246-100%$11.4M———
Guggenheim Capital LLC
N/A—2,057,071-2,057,071-100%$10.0M———
Raymond James Financial Inc
N/A—1,784,896-1,784,896-100%$8.7M———
1607 Capital Partners, LLC
N/A—1,101,814-1,101,814-100%$5.4M———
Cetera Investment Advisers
N/A—747,957-747,957-100%$3.6M———
Cohen & Steers, Inc.
N/A—734,738-734,738-100%$3.6M———
Balyasny Asset Management L.P.
N/A—716,157-716,157-100%$3.5M———
LPL Financial LLC
N/A—704,610-704,610-100%$3.4M———
SIT Investment Associates Inc
N/A—691,801-691,801-100%$3.4M———
Ameriprise Financial Inc
N/A—613,908-613,908-100%$3.0M———
CastleKnight Management LP
N/A—610,015-610,015-100%$3.0M———
Quarry LP
N/A—384,710-384,710-100%$1.9M———
Atlas Wealth LLC
N/A—380,988-380,988-100%$1.9M———
Janney Montgomery Scott LLC
N/A—340,981-340,981-100%$1.7M———
Fiera Capital Corp
N/A—326,642-326,642-100%$1.6M———
Icon Advisers Inc
N/A—306,035-306,035-100%$1.5M———
Bank of America Corp
N/A—288,332-288,332-100%$1.4M———
First Trust Advisors LP
N/A—253,415-253,415-100%$1.2M———
Stifel Financial Corp
N/A—235,498-235,498-100%$1.1M———
Royal Bank of Canada
N/A—208,378-208,378-100%$1.0M———
Osaic Holdings, Inc.
N/A—200,608-200,608-100%$974.9K———
Bramshill Investments, LLC
N/A—148,612-148,612-100%$722.3K———
Jane Street Group, LLC
N/A—141,612-141,612-100%$688.2K———
Logan Stone Capital, LLC
N/A—137,280-137,280-100%$667.2K———
Traub Capital Management LLC
N/A—137,252-137,252-100%$667.0K———
NewEdge Advisors, LLC
N/A—135,602-135,602-100%$659.0K———
XTX Topco Ltd
N/A—98,325-98,325-100%$477.9K———
UBS Group AG
N/A—93,889-93,889-100%$456.3K———
Susquehanna International Group, LLP
N/A—92,018-92,018-100%$447.2K———
&partners
N/A—90,650-90,650-100%$440.6K———
Virtus Investment Advisers, LLC
N/A—89,789-89,789-100%$436.4K———
Kovack Advisors, Inc.
N/A—88,922-88,922-100%$431.3K———
HighTower Advisors, LLC
N/A—75,537-75,537-100%$367.1K———
North Ground Capital
N/A—74,901-74,901-100%$364.0K———
Global Retirement Partners, LLC
N/A—72,393-72,393-100%$351.8K———
Envestnet Asset Management Inc
N/A—66,032-66,032-100%$320.9K———
Steward Partners Investment Advisory, LLC
N/A—61,528-61,528-100%$299.0K———
Adapt Wealth Advisors, LLC
N/A—59,942-59,942-100%$291.3K———
Gladstone Institutional Advisory LLC
N/A—56,474-56,474-100%$274.5K———
KMT Wealth Management, LLC
N/A—54,431-54,431-100%$264.5K———
Saba Capital Management, L.P.A
N/A—52,553-52,553-100%$255.4K———
BFC Planning, Inc.
N/A—51,528-51,528-100%$250.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—48,102-48,102-100%$233.8K———
Private Advisor Group, LLC
N/A—47,734-47,734-100%$232.0K———
Harbour Investments, Inc.
N/A—46,062-46,062-100%$223.9K———
Cerity Partners LLC
N/A—44,086-44,086-100%$214.3K———
Virtu Financial LLC
N/A—42,177-42,177-100%$205.0K———
Merit Financial Group, LLC
N/A—41,173-41,173-100%$200.1K———
Boothbay Fund Management, LLC
N/A—34,942-34,942-100%$169.8K———
Cary Street Partners Financial LLC
N/A—31,215-31,215-100%$151.7K———
Mariner, LLC
N/A—30,935-30,935-100%$150.3K———
Rockefeller Capital Management L.P.
N/A—30,628-30,628-100%$148.9K———
Beacon Pointe Advisors, LLC
N/A—30,215-30,215-100%$146.8K———
Clearstead Advisors, LLC
N/A—28,198-28,198-100%$137.0K———
Almitas Capital LLC
N/A—28,041-28,041-100%$136.3K———
Two Sigma Securities, LLC
N/A—27,544-27,544-100%$133.9K———
Melfa Wealth Management, Inc.
N/A—21,803-21,803-100%$106.0K———
Ausdal Financial Partners, Inc.
N/A—21,320-21,320-100%$103.6K———
Summit Financial, LLC
N/A—21,065-21,065-100%$103.4K———
Level Four Advisory Services, LLC
N/A—20,081-20,081-100%$97.5K———
Hollencrest Capital Management
N/A—19,780-19,780-100%$96.1K———
McGowan Group Asset Management, Inc.
N/A—18,152-18,152-100%$88.2K———
PNC Financial Services Group, Inc.
N/A—16,200-16,200-100%$78.7K———
Citadel Advisors LLC
N/A—15,855-15,855-100%$77.1K———
Smith, Moore & Co.
N/A—15,805-15,805-100%$76.8K———
Allworth Financial LP
N/A—15,285-15,285-100%$74.3K———
Arkadios Wealth Advisors
N/A—14,900-14,900-100%$72.4K———
Equitable Holdings, Inc.
N/A—13,000-13,000-100%$63.2K———
Fiduciary Group, LLC
N/A—12,950-12,950-100%$62.9K———
Garden State Investment Advisory Services LLC
N/A—12,932-12,932-100%$62.9K———
Collaborative Wealth Managment Inc.
N/A—12,442-12,442-100%$60.5K———
HRT Financial LP
N/A—11,989-11,989-100%$58.0K———
Wealthspan Partners, LLC
N/A—11,260-11,260-100%$54.7K———
Ameritas Advisory Services, LLC
N/A—11,200-11,200-100%$54.4K———
First Foundation Advisors
N/A—11,000-11,000-100%$53.5K———
Cascade Financial Partners, LLC
N/A—10,305-10,305-100%$50.1K———
MML Investors Services, LLC
N/A—10,183-10,183-100%$49.5K———
BNP Paribas Financial Markets
N/A—5,481-5,481-100%$26.6K———
Institute for Wealth Management, Llc.
N/A—4,510-4,510-100%$21.9K———
National Bank of Canada
N/A—2,230-2,230-100%$10.8K———
Osbon Capital Management LLC
N/A—1,798-1,798-100%$8.7K———
Arax Advisory Partners
N/A—1,666-1,666-100%$8.1K———
Basepoint Wealth LLC
N/A—933-933-100%$4.5K———
Whittier Trust Co of Nevada Inc
N/A—556-556-100%$2.7K———
Private Wealth Asset Management, LLC
N/A—550-550-100%$2.7K———
Bessemer Group Inc
N/A—464-464-100%$2———
Smartleaf Asset Management LLC
N/A—401-401-100%$1.9K———
Showing 177 of 177 institutions