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Oaktree Specialty Lending Co (OCSL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Private Management Group Inc
INCREASED
Shares4,010,332 from 3,869,484
Change+140,848 (+4%)
Value$47.7M (+$1.5M)
Filed 2026-11-04
Bruni J V & Co
DECREASED
Shares2,464,981 from 2,474,804
Change-9,823 (0%)
Value$29.3M (-$215.9K)
Filed 2026-11-05
Generali Asset Management SPA SGR
INCREASED
Shares2,087,968 from 2,080,867
Change+7,101 (+0%)
Value$24.8M (+$1.3K)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares540,653 from 220,999
Change+319,654 (+145%)
Value$6.5K (-$2.6M)
Filed 2026-11-05
Muzinich & Co., Inc.
INCREASED
Shares485,949 from 334,737
Change+151,212 (+45%)
Value$5.8M (+$1.8M)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares341,805 from 310,875
Change+30,930 (+10%)
Value$4.1M (+$355.6K)
Filed 2026-10-29
Arnhold LLC
UNCHANGED
Shares297,345 from 297,345
Change0 (0%)
Value$3.5M (-$11.9K)
Filed 2026-10-26
United Advisor Group, LLC
DECREASED
Shares291,321 from 293,056
Change-1,735 (-1%)
Value$3.5M (-$32.4K)
Filed 2026-11-03
Old Port Advisors
INCREASED
Shares274,373 from 247,537
Change+26,836 (+11%)
Value$3.3M (+$309.4K)
Filed 2026-10-23
Plan Group Financial, LLC
INCREASED
Shares254,802 from 202,342
Change+52,460 (+26%)
Value$2.9M (+$465.8K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
INCREASED
Shares187,111 from 185,270
Change+1,841 (+1%)
Value$2.2M (+$14.5K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares148,301 from 156,076
Change-7,775 (-5%)
Value$1.8M (-$98.8K)
Filed 2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares133,596 from 129,925
Change+3,671 (+3%)
Value$1.6M (+$38.5K)
Filed 2026-10-15
Confluence Investment Management LLC
INCREASED
Shares105,951 from 105,926
Change+25 (+0%)
Value$1.3M (-$3.9K)
Filed 2026-10-01
TT Capital Management LLC
INCREASED
Shares95,385 from 91,982
Change+3,403 (+4%)
Value$1.1M (+$36.8K)
Filed 2026-10-15
Steel Grove Capital Advisors, LLC
DECREASED
Shares70,474 from 70,563
Change-89 (0%)
Value$838.6K (-$3.9K)
Filed 2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares62,208 from 49,487
Change+12,721 (+26%)
Value$740 (-$590.3K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares61,301 from 64,854
Change-3,553 (-5%)
Value$729.5K (-$44.9K)
Filed 2026-10-15
Avaii Wealth Management, LLC
INCREASED
Shares61,242 from 51,523
Change+9,719 (+19%)
Value$729.1K (+$113.9K)
Filed 2026-10-09
Sound Income Strategies, LLC
DECREASED
Shares52,917 from 60,244
Change-7,327 (-12%)
Value$623.9K (-$95.4K)
Filed 2026-10-09
Creative Planning
INCREASED
Shares50,474 from 50,048
Change+426 (+1%)
Value$600.6K (+$3.1K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares35,600 from 27,500
Change+8,100 (+29%)
Value$423.6K (+$95.3K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares32,440 from 62,480
Change-30,040 (-48%)
Value$386.0K (-$360.0K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
NEW
Shares31,205
Change+31,205
Value$357.0K
Filed 2026-10-27
Sovran Advisors, LLC
INCREASED
Shares30,787 from 29,173
Change+1,614 (+6%)
Value$373.4K (+$23.4K)
Filed 2026-11-02
Bfsg, LLC
INCREASED
Shares22,771 from 22,431
Change+340 (+2%)
Value$271.0K (+$3.1K)
Filed 2026-10-30
HB Wealth Management, LLC
INCREASED
Shares21,157 from 16,657
Change+4,500 (+27%)
Value$251.8K (+$52.9K)
Filed 2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares20,046 from 20,046
Change0 (0%)
Value$239.3K ($0)
Filed 2026-10-15
Sunbeam Capital Management, LLC
UNCHANGED
Shares19,085 from 19,085
Change0 (0%)
Value$227.1K (-$763)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares18,260 from 18,260
Change0 (0%)
Value$217.3K (-$730)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares17,250 from 17,250
Change0 (0%)
Value$205.3K (-$690)
Filed 2026-11-03
Nilsine Partners, LLC
UNCHANGED
Shares16,455 from 16,455
Change0 (0%)
Value$195.8K (-$658)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares15,346 from 16,710
Change-1,364 (-8%)
Value$182.6K (-$16.9K)
Filed 2026-10-29
Sigma Planning Corp
NEW
Shares14,747
Change+14,747
Value$175.5K
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares14,578
Change+14,578
Value$173.5K
Filed 2026-10-21
Pinnacle Associates LTD
INCREASED
Shares14,552 from 12,902
Change+1,650 (+13%)
Value$173.2K (+$19.1K)
Filed 2026-10-20
Tortuga Wealth Management, Inc
DECREASED
Shares14,506 from 16,282
Change-1,776 (-11%)
Value$172.7K (-$21.7K)
Filed 2026-10-27
StoneX Group Inc.
NEW
Shares12,409
Change+12,409
Value$158.4K
Filed 2026-11-03
Cohen Capital Management, Inc.
INCREASED
Shares11,379 from 11,103
Change+276 (+2%)
Value$135.4K (+$2.8K)
Filed 2026-10-14
MGO One Seven LLC
UNCHANGED
Shares11,147 from 11,147
Change0 (0%)
Value$132.6K (-$446)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,366 from 11,216
Change-850 (-8%)
Value$123 (-$133.9K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares10,123 from 10,545
Change-422 (-4%)
Value$120.5K (-$5.4K)
Filed 2026-10-26
MacKenzie Financial Corp
INCREASED
Shares10,028 from 10,007
Change+21 (+0%)
Value$119.3K (-$151)
Filed 2026-11-02
TrinityBridge Ltd
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$88 (-$87.9K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares6,024 from 2,691
Change+3,333 (+124%)
Value$71.7K (+$39.6K)
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$59.5K (-$200)
Filed 2026-10-23
Security National Bank
UNCHANGED
Shares4,607 from 4,607
Change0 (0%)
Value$54.8K (-$185)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares3,559 from 3,926
Change-367 (-9%)
Value$42 (-$4)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares2,577 from 2,577
Change0 (0%)
Value$30.7K (-$103)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$29.8K (-$100)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$23.0K (-$77)
Filed 2026-10-21
Bokf, NA
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$22.6K (-$76)
Filed 2026-10-27
Summit Securities Group LLC
NEW
Shares1,596
Change+1,596
Value$19.0K
Filed 2026-11-05
Carnegie Lake Advisors LLC
DECREASED
Shares1,128 from 130,348
Change-129,220 (-99%)
Value$1.4M (-$172.1K)
Filed 2026-11-03
Simplex Trading, LLC
NEW
Shares1,098
Change+1,098
Value$13.1K
Filed 2026-11-04
Burk Holdings LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$12.0K (-$41)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$9.0K (-$30)
Filed 2026-10-08
North Star Investment Management Corp.
INCREASED
Shares733 from 700
Change+33 (+5%)
Value$8.7K (+$365)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
NEW
Shares575
Change+575
Value$6.8K
Filed 2026-10-27
Madden Securities Corp
NEW
Shares500
Change+500
Value$6.0K
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$5.9K (-$20)
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares360 from 129
Change+231 (+179%)
Value$4.3K (+$2.7K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
DECREASED
Shares33 from 39
Change-6 (-15%)
Value$393 (-$73)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares22 from 42
Change-20 (-48%)
Value$262 (-$239)
Filed 2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$12 ($0)
Filed 2026-10-16
Beach Point Capital Management LP
CLOSED
Shares0 from 453,524
Change-453,524 (-100%)
Value$0 (-$5.4M)
Filed 2026-10-20
Triad Investment Management
CLOSED
Shares0 from 88,563
Change-88,563 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 31,026
Change-31,026 (-100%)
Value$0 (-$370.4K)
Filed 2026-10-30
Kaizen Financial Strategies
CLOSED
Shares0 from 21,100
Change-21,100 (-100%)
Value$0 (-$256.4K)
Filed 2026-10-09
Blue Line Capital, LLC / IL
CLOSED
Shares0 from 12,792
Change-12,792 (-100%)
Value$0 (-$152.7K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,300
Change-3,300 (-100%)
Value$0 (-$40.1K)
Filed 2026-11-02
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$431)
Filed 2026-10-23
Oaktree Capital Management LP
N/A
Shares— from 7,872,199
Change-7,872,199 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,924,437
Change-2,924,437 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,401,489
Change-2,401,489 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 2,204,305
Change-2,204,305 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,195,651
Change-2,195,651 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,080,105
Change-2,080,105 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,670,234
Change-1,670,234 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,054,187
Change-1,054,187 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 752,396
Change-752,396 (-100%)
Value—
Melia Wealth LLC
N/A
Shares— from 729,243
Change-729,243 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 450,265
Change-450,265 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 366,890
Change-366,890 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 340,283
Change-340,283 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 333,996
Change-333,996 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 289,711
Change-289,711 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 270,993
Change-270,993 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 247,801
Change-247,801 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 229,236
Change-229,236 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 208,294
Change-208,294 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 188,588
Change-188,588 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 176,666
Change-176,666 (-100%)
Value—
Michelson Medical Research Foundation, Inc.
N/A
Shares— from 170,100
Change-170,100 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 159,125
Change-159,125 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 155,865
Change-155,865 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 150,251
Change-150,251 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 139,966
Change-139,966 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 138,738
Change-138,738 (-100%)
Value—
Cerberus Capital Management, L.P.
N/A
Shares— from 135,000
Change-135,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 127,068
Change-127,068 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 112,168
Change-112,168 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 111,984
Change-111,984 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 110,316
Change-110,316 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 100,279
Change-100,279 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 91,463
Change-91,463 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 87,385
Change-87,385 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 84,506
Change-84,506 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 77,651
Change-77,651 (-100%)
Value—
NewGen Asset Management Ltd
N/A
Shares— from 73,819
Change-73,819 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 65,078
Change-65,078 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 61,616
Change-61,616 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 46,996
Change-46,996 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 46,824
Change-46,824 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 46,756
Change-46,756 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 43,051
Change-43,051 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 42,375
Change-42,375 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 40,835
Change-40,835 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 39,652
Change-39,652 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 38,933
Change-38,933 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 37,660
Change-37,660 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 35,210
Change-35,210 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 34,308
Change-34,308 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 31,042
Change-31,042 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 30,556
Change-30,556 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,881
Change-29,881 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 28,261
Change-28,261 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 27,869
Change-27,869 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 26,169
Change-26,169 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 25,567
Change-25,567 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 24,911
Change-24,911 (-100%)
Value—
Varcov Co.
N/A
Shares— from 23,393
Change-23,393 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,150
Change-21,150 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,604
Change-20,604 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 19,329
Change-19,329 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 19,182
Change-19,182 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,468
Change-18,468 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 18,306
Change-18,306 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,066
Change-17,066 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 16,062
Change-16,062 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,923
Change-15,923 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 15,845
Change-15,845 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,050
Change-14,050 (-100%)
Value—
Calydon Capital
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,541
Change-12,541 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,796
Change-10,796 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,570
Change-7,570 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 730
Change-730 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 456
Change-456 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 386
Change-386 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Quarry LP
N/A
Shares— from 56
Change-56 (-100%)
Value—
Natixis
N/A
Shares— from 22
Change-22 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 3
Change-3 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2
Change-2 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 0
Change0
Value—
Status
Private Management Group Inc
INCREASED4,010,3323,869,484+140,848+4%$46.2M$47.7M+$1.5M2026-11-04
Bruni J V & Co
DECREASED2,464,9812,474,804-9,8230%$29.5M$29.3M-$215.9K2026-11-05
Generali Asset Management SPA SGR
INCREASED2,087,9682,080,867+7,101+0%$24.8M$24.8M+$1.3K2026-10-26
Thrivent Financial for Lutherans
INCREASED540,653220,999+319,654+145%$2.6M$6.5K-$2.6M2026-11-05
Muzinich & Co., Inc.
INCREASED485,949334,737+151,212+45%$4.0M$5.8M+$1.8M2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED341,805310,875+30,930+10%$3.7M$4.1M+$355.6K2026-10-29
Arnhold LLC
UNCHANGED297,345297,34500%$3.6M$3.5M-$11.9K2026-10-26
United Advisor Group, LLC
DECREASED291,321293,056-1,735-1%$3.5M$3.5M-$32.4K2026-11-03
Old Port Advisors
INCREASED274,373247,537+26,836+11%$3.0M$3.3M+$309.4K2026-10-23
Plan Group Financial, LLC
INCREASED254,802202,342+52,460+26%$2.4M$2.9M+$465.8K2026-10-22
Fiduciary Financial Group, LLC
INCREASED187,111185,270+1,841+1%$2.2M$2.2M+$14.5K2026-10-13
Lido Advisors, LLC
DECREASED148,301156,076-7,775-5%$1.9M$1.8M-$98.8K2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED133,596129,925+3,671+3%$1.6M$1.6M+$38.5K2026-10-15
Confluence Investment Management LLC
INCREASED105,951105,926+25+0%$1.3M$1.3M-$3.9K2026-10-01
TT Capital Management LLC
INCREASED95,38591,982+3,403+4%$1.1M$1.1M+$36.8K2026-10-15
Steel Grove Capital Advisors, LLC
DECREASED70,47470,563-890%$842.5K$838.6K-$3.9K2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
INCREASED62,20849,487+12,721+26%$591.0K$740-$590.3K2026-10-22
Blue Trust, Inc.
DECREASED61,30164,854-3,553-5%$774.4K$729.5K-$44.9K2026-10-15
Avaii Wealth Management, LLC
INCREASED61,24251,523+9,719+19%$615.2K$729.1K+$113.9K2026-10-09
Sound Income Strategies, LLC
DECREASED52,91760,244-7,327-12%$719.3K$623.9K-$95.4K2026-10-09
Creative Planning
INCREASED50,47450,048+426+1%$597.6K$600.6K+$3.1K2026-11-02
Valeo Financial Advisors, LLC
INCREASED35,60027,500+8,100+29%$328.4K$423.6K+$95.3K2026-10-08
Commonwealth Equity Services, LLC
DECREASED32,44062,480-30,040-48%$746.0K$386.0K-$360.0K2026-11-02
Chicago Partners Investment Group LLC
NEW31,205—+31,205——$357.0K—2026-10-27
Sovran Advisors, LLC
INCREASED30,78729,173+1,614+6%$350.1K$373.4K+$23.4K2026-11-02
Bfsg, LLC
INCREASED22,77122,431+340+2%$267.8K$271.0K+$3.1K2026-10-30
HB Wealth Management, LLC
INCREASED21,15716,657+4,500+27%$198.9K$251.8K+$52.9K2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED20,04620,04600%$239.3K$239.3K$02026-10-15
Sunbeam Capital Management, LLC
UNCHANGED19,08519,08500%$227.9K$227.1K-$7632026-11-05
Mesirow Financial Investment Management, Inc.
UNCHANGED18,26018,26000%$218.0K$217.3K-$7302026-11-05
Parallel Advisors, LLC
UNCHANGED17,25017,25000%$206.0K$205.3K-$6902026-11-03
Nilsine Partners, LLC
UNCHANGED16,45516,45500%$196.5K$195.8K-$6582026-11-02
ProShare Advisors LLC
DECREASED15,34616,710-1,364-8%$199.5K$182.6K-$16.9K2026-10-29
Sigma Planning Corp
NEW14,747—+14,747——$175.5K—2026-10-23
First Affirmative Financial Network
NEW14,578—+14,578——$173.5K—2026-10-21
Pinnacle Associates LTD
INCREASED14,55212,902+1,650+13%$154.1K$173.2K+$19.1K2026-10-20
Tortuga Wealth Management, Inc
DECREASED14,50616,282-1,776-11%$194.4K$172.7K-$21.7K2026-10-27
StoneX Group Inc.
NEW12,409—+12,409——$158.4K—2026-11-03
Cohen Capital Management, Inc.
INCREASED11,37911,103+276+2%$132.6K$135.4K+$2.8K2026-10-14
MGO One Seven LLC
UNCHANGED11,14711,14700%$133.1K$132.6K-$4462026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED10,36611,216-850-8%$134.0K$123-$133.9K2026-11-02
Oppenheimer & Co Inc
DECREASED10,12310,545-422-4%$125.9K$120.5K-$5.4K2026-10-26
MacKenzie Financial Corp
INCREASED10,02810,007+21+0%$119.5K$119.3K-$1512026-11-02
TrinityBridge Ltd
UNCHANGED7,4007,40000%$88.0K$88-$87.9K2026-10-30
Fifth Third Bancorp
INCREASED6,0242,691+3,333+124%$32.1K$71.7K+$39.6K2026-11-05
Register Financial Advisors LLC
UNCHANGED5,0005,00000%$59.7K$59.5K-$2002026-10-23
Security National Bank
UNCHANGED4,6074,60700%$55.0K$54.8K-$1852026-10-26
State of Alaska, Department of Revenue
DECREASED3,5593,926-367-9%$46$42-$42026-10-15
Abound Wealth Management
UNCHANGED2,5772,57700%$30.8K$30.7K-$1032026-10-26
MTM Investment Management, LLC
UNCHANGED2,5002,50000%$29.9K$29.8K-$1002026-10-30
PFS Partners, LLC
UNCHANGED1,9361,93600%$23.1K$23.0K-$772026-10-21
Bokf, NA
UNCHANGED1,9001,90000%$22.7K$22.6K-$762026-10-27
Summit Securities Group LLC
NEW1,596—+1,596——$19.0K—2026-11-05
Carnegie Lake Advisors LLC
DECREASED1,128130,348-129,220-99%$1.6M$1.4M-$172.1K2026-11-03
Simplex Trading, LLC
NEW1,098—+1,098——$13.1K—2026-11-04
Burk Holdings LLC
UNCHANGED1,0081,00800%$12.0K$12.0K-$412026-11-05
Farther Finance Advisors, LLC
UNCHANGED75475400%$9.0K$9.0K-$302026-10-08
North Star Investment Management Corp.
INCREASED733700+33+5%$8.4K$8.7K+$3652026-10-27
Cassaday & Co Wealth Management LLC
NEW575—+575——$6.8K—2026-10-27
Madden Securities Corp
NEW500—+500——$6.0K—2026-10-27
Assetmark, Inc
UNCHANGED49649600%$5.9K$5.9K-$202026-10-21
Signaturefd, LLC
INCREASED360129+231+179%$1.5K$4.3K+$2.7K2026-10-23
JFS Wealth Advisors, LLC
DECREASED3339-6-15%$466$393-$732026-11-03
Caitong International Asset Management Co., Ltd
DECREASED2242-20-48%$501$262-$2392026-10-29
TD Waterhouse Canada Inc.
UNCHANGED1100%$12$12$02026-10-16
Beach Point Capital Management LP
CLOSED0453,524-453,524-100%$5.4M$0-$5.4M2026-10-20
Triad Investment Management
CLOSED088,563-88,563-100%$1.1M$0-$1.1M2026-10-13
Kestra Private Wealth Services, LLC
CLOSED031,026-31,026-100%$370.4K$0-$370.4K2026-10-30
Kaizen Financial Strategies
CLOSED021,100-21,100-100%$256.4K$0-$256.4K2026-10-09
Blue Line Capital, LLC / IL
CLOSED012,792-12,792-100%$152.7K$0-$152.7K2026-11-04
International Assets Investment Management, LLC
CLOSED03,300-3,300-100%$40.1K$0-$40.1K2026-11-02
Mountain Hill Investment Partners Corp.
CLOSED036-36-100%$431$0-$4312026-10-23
Oaktree Capital Management LP
N/A—7,872,199-7,872,199-100%$94.0M———
Royal Bank of Canada
N/A—2,924,437-2,924,437-100%$34.9M———
Morgan Stanley
N/A—2,401,489-2,401,489-100%$28.7M———
Ares Management LLC
N/A—2,204,305-2,204,305-100%$26.3M———
Van Eck Associates Corp
N/A—2,195,651-2,195,651-100%$26.2M———
UBS Group AG
N/A—2,080,105-2,080,105-100%$24.8M———
Claret Asset Management Corp
N/A—1,670,234-1,670,234-100%$19.9M———
Russell Investments Group, Ltd.
N/A—1,054,187-1,054,187-100%$12.6M———
Legal & General Group Plc
N/A—752,396-752,396-100%$9.0M———
Melia Wealth LLC
N/A—729,243-729,243-100%$8.7M———
Raymond James Financial Inc
N/A—450,265-450,265-100%$5.4M———
Wells Fargo & Company
N/A—366,890-366,890-100%$4.4M———
Two Sigma Investments, LP
N/A—340,283-340,283-100%$4.1M———
BlackRock, Inc.
N/A—333,996-333,996-100%$4.0M———
Castlekeep Investment Advisors LLC
N/A—289,711-289,711-100%$3.5M———
Palliser Capital (UK) LtdA
N/A—270,993-270,993-100%$3.2M———
Osaic Holdings, Inc.
N/A—247,801-247,801-100%$3.0M———
Trexquant Investment LP
N/A—229,236-229,236-100%$2.7M———
Naviter Wealth, LLC
N/A—208,294-208,294-100%$2.5M———
HighTower Advisors, LLC
N/A—188,588-188,588-100%$2.3M———
Loomis Sayles & Co L P
N/A—176,666-176,666-100%$2.1M———
Michelson Medical Research Foundation, Inc.
N/A—170,100-170,100-100%$2.0M———
Centaurus Financial, Inc.
N/A—159,125-159,125-100%$1.9M———
Citadel Advisors LLC
N/A—155,865-155,865-100%$1.9M———
Bank of America Corp
N/A—150,251-150,251-100%$1.8M———
LSV Asset Management
N/A—139,966-139,966-100%$1.7M———
Lazard Asset Management LLC
N/A—138,738-138,738-100%$1.7M———
Cerberus Capital Management, L.P.
N/A—135,000-135,000-100%$1.6M———
State Street Corp
N/A—127,068-127,068-100%$1.5M———
Independent Advisor Alliance
N/A—112,168-112,168-100%$1.3M———
DnB Asset Management AS
N/A—111,984-111,984-100%$1.3M———
LPL Financial LLC
N/A—110,316-110,316-100%$1.3M———
Balyasny Asset Management L.P.
N/A—100,279-100,279-100%$1.2M———
Callodine Capital Management, LP
N/A—100,000-100,000-100%$1.2M———
Denali Advisors LLC
N/A—91,463-91,463-100%$1.1M———
AQR Capital Management LLC
N/A—87,385-87,385-100%$1.0M———
Jackson Thornton Wealth Management, LLC
N/A—84,506-84,506-100%$1.0M———
Scotia Capital Inc.
N/A—80,000-80,000-100%$955.2K———
Toronto Dominion Bank
N/A—77,651-77,651-100%$927.2K———
NewGen Asset Management Ltd
N/A—73,819-73,819-100%$881.4K———
NewEdge Advisors, LLC
N/A—65,078-65,078-100%$777.0K———
Rockefeller Capital Management L.P.
N/A—61,616-61,616-100%$735.7K———
Clearstead Advisors, LLC
N/A—46,996-46,996-100%$561.1K———
Virtus Investment Advisers, LLC
N/A—46,824-46,824-100%$559.1K———
Invesco Ltd.
N/A—46,756-46,756-100%$558.3K———
Northern Trust Corp
N/A—43,051-43,051-100%$514.0K———
Equitable Holdings, Inc.
N/A—42,375-42,375-100%$506.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—40,835-40,835-100%$487.6K———
Cresset Asset Management, LLC
N/A—39,652-39,652-100%$473.4K———
Significant Wealth Partners LLC
N/A—38,933-38,933-100%$464.9K———
Tidal Investments LLC
N/A—37,660-37,660-100%$449.7K———
AlTi Global, Inc.
N/A—35,210-35,210-100%$420.4K———
Guggenheim Capital LLC
N/A—34,308-34,308-100%$409.6K———
Summit Financial, LLC
N/A—31,042-31,042-100%$370.6K———
Cerity Partners LLC
N/A—30,556-30,556-100%$364.8K———
Cetera Investment Advisers
N/A—29,881-29,881-100%$356.8K———
Janney Montgomery Scott LLC
N/A—28,261-28,261-100%$337.0K———
Brevan Howard Capital Management LP
N/A—27,869-27,869-100%$332.8K———
Brown Advisory Inc
N/A—26,169-26,169-100%$312.5K———
Stifel Financial Corp
N/A—25,567-25,567-100%$305.3K———
Cornerstone Advisory, LLC
N/A—24,911-24,911-100%$297.4K———
Varcov Co.
N/A—23,393-23,393-100%$279.3K———
PFG Investments, LLC
N/A—21,150-21,150-100%$252.5K———
JPMorgan Chase & Co
N/A—20,604-20,604-100%$247.0K———
Advisors Asset Management, Inc.
N/A—19,329-19,329-100%$230.8K———
Squarepoint Ops LLC
N/A—19,182-19,182-100%$229.0K———
Envestnet Asset Management Inc
N/A—18,468-18,468-100%$220.5K———
BTG Pactual Asset Management US LLC
N/A—18,306-18,306-100%$218.6K———
Black Maple Capital Management LP
N/A—17,500-17,500-100%$209.0K———
Captrust Financial Advisors
N/A—17,066-17,066-100%$203.8K———
VPR Management LLC
N/A—16,062-16,062-100%$191.8K———
MML Investors Services, LLC
N/A—15,923-15,923-100%$190.1K———
Caxton Associates LLP
N/A—15,845-15,845-100%$189.2K———
FAS Wealth Partners, Inc.
N/A—14,129-14,129-100%$168.7K———
Focus Partners Wealth
N/A—14,050-14,050-100%$167.8K———
Calydon Capital
N/A—13,880-13,880-100%$165.7K———
Essex Financial Services, Inc.
N/A—12,541-12,541-100%$149.7K———
Jain Global LLC
N/A—11,700-11,700-100%$139.7K———
Arax Advisory Partners
N/A—10,796-10,796-100%$128.9K———
BNP Paribas Financial Markets
N/A—7,570-7,570-100%$90.4K———
PNC Financial Services Group, Inc.
N/A—3,500-3,500-100%$41.8K———
Allworth Financial LP
N/A—3,416-3,416-100%$40.8K———
Northwestern Mutual Wealth Management Co
N/A—3,322-3,322-100%$39.7K———
Anchor Investment Management, LLC
N/A—3,200-3,200-100%$38.2K———
Federation des caisses Desjardins du Quebec
N/A—3,102-3,102-100%$37.0K———
Strategic Wealth Partners, Ltd.
N/A—2,989-2,989-100%$35.7K———
Ameritas Advisory Services, LLC
N/A—1,500-1,500-100%$17.9K———
Geneos Wealth Management Inc.
N/A—1,000-1,000-100%$11.9K———
Community Bank, N.A.
N/A—730-730-100%$8.7K———
MRP Capital Investments, LLC
N/A—498-498-100%$5.9K———
Atlantic Union Bankshares Corp
N/A—456-456-100%$5.4K———
Ameriflex Group, Inc.
N/A—386-386-100%$4.6K———
ESL Trust Services, LLC
N/A—100-100-100%$1.2K———
Steward Partners Investment Advisory, LLC
N/A—90-90-100%$1.1K———
Quarry LP
N/A—56-56-100%$669———
Natixis
N/A—22-22-100%$263———
Danske Bank A/S
N/A—3-3-100%$36———
Jones Financial Companies Lllp
N/A—2-2-100%$23———
Global Retirement Partners, LLC
N/A—00—$3———
Showing 171 of 171 institutions