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Pennantpark Floating Rate CA (PFLT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Sound Income Strategies, LLC
DECREASED
Shares2,930,953 from 5,222,616
Change-2,291,663 (-44%)
Value$19.6M (-$19.5M)
Filed 2026-10-09
GraniteShares Advisors LLC
INCREASED
Shares371,221 from 302,342
Change+68,879 (+23%)
Value$2.6M (+$303.6K)
Filed 2026-10-29
Muzinich & Co., Inc.
INCREASED
Shares224,096 from 172,096
Change+52,000 (+30%)
Value$1.5M (+$261.2K)
Filed 2026-10-22
Barclays PLC
NEW
Shares160,210
Change+160,210
Value$1.1M
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares147,213 from 147,213
Change0 (0%)
Value$1.0M (-$83.9K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares125,570 from 100,621
Change+24,949 (+25%)
Value$868 (-$752.1K)
Filed 2026-11-02
Krilogy Financial LLC
UNCHANGED
Shares123,880 from 123,880
Change0 (0%)
Value$828.8K (-$97.9K)
Filed 2026-10-13
MQS Management LLC
INCREASED
Shares78,005 from 49,574
Change+28,431 (+57%)
Value$539.0K (+$168.2K)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares71,494 from 71,067
Change+427 (+1%)
Value$494.0K (-$37.6K)
Filed 2026-11-10
LPL Financial LLC
DECREASED
Shares66,206 from 84,883
Change-18,677 (-22%)
Value$457.5K (-$177.4K)
Filed 2026-11-06
Greenwood Gearhart LLC
UNCHANGED
Shares56,662 from 56,662
Change0 (0%)
Value$391.5K (-$32.3K)
Filed 2026-11-02
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares54,927 from 54,927
Change0 (0%)
Value$379.5K (-$31.3K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares52,017 from 69,866
Change-17,849 (-26%)
Value$359.4K (-$163.2K)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares40,507 from 39,124
Change+1,383 (+4%)
Value$281.1K (+$2.9K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares39,529 from 29,412
Change+10,117 (+34%)
Value$273 (-$219.7K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares36,316 from 10,510
Change+25,806 (+246%)
Value$261.2K (+$177.5K)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares35,760 from 3,122
Change+32,638 (+1045%)
Value$240.9K (+$217.5K)
Filed 2026-11-03
Freestone Capital Holdings, LLC
INCREASED
Shares34,045 from 29,045
Change+5,000 (+17%)
Value$235.3K (+$18.0K)
Filed 2026-11-09
Summit Securities Group LLC
NEW
Shares28,462
Change+28,462
Value$196.7K
Filed 2026-11-05
Certuity, LLC
UNCHANGED
Shares26,658 from 26,658
Change0 (0%)
Value$184.2K (-$15.2K)
Filed 2026-11-02
PW Nova Financial Services LLC
INCREASED
Shares23,944 from 23,244
Change+700 (+3%)
Value$165.5K (-$8.4K)
Filed 2026-10-15
AlphaCentric Advisors LLC
NEW
Shares20,000
Change+20,000
Value$138.2K
Filed 2026-11-03
Investment Partners, Ltd.
INCREASED
Shares20,000 from 10,000
Change+10,000 (+100%)
Value$138.2K (+$63.4K)
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares15,741 from 9,852
Change+5,889 (+60%)
Value$108.8K (+$35.1K)
Filed 2026-11-02
VestGen Advisors, LLC
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$100.2K (-$8.3K)
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares13,968
Change+13,968
Value$96.5K
Filed 2026-11-04
Sigma Planning Corp
NEW
Shares12,977
Change+12,977
Value$89.7K
Filed 2026-10-23
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares11,798 from 11,798
Change0 (0%)
Value$81.5K (-$6.7K)
Filed 2026-11-03
KW Wealth Management LLC
NEW
Shares11,644
Change+11,644
Value$80.5K
Filed 2026-10-28
Miller Financial Services LLC
INCREASED
Shares11,388 from 11,203
Change+185 (+2%)
Value$78.7K (-$5.1K)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares11,291 from 14,039
Change-2,748 (-20%)
Value$78.0K (-$27.0K)
Filed 2026-10-13
Glenview Trust Co
UNCHANGED
Shares10,650 from 10,650
Change0 (0%)
Value$73.6K (-$6.1K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares5,545 from 6,309
Change-764 (-12%)
Value$38.3K (-$8.9K)
Filed 2026-10-08
State of Alaska, Department of Revenue
UNCHANGED
Shares4,625 from 4,625
Change0 (0%)
Value$31 (-$3)
Filed 2026-10-15
Citigroup Inc
NEW
Shares4,075
Change+4,075
Value$28.2K
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,363 from 3,363
Change0 (0%)
Value$23.2K (-$1.9K)
Filed 2026-10-23
Highline Wealth Partners LLC
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$21.9K (-$1.8K)
Filed 2026-10-19
Private Trust Co NA
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$17.5K (-$1.4K)
Filed 2026-10-20
Burk Holdings LLC
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$14.6K (-$1.2K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares1,977
Change+1,977
Value$13.7K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$12.8K (-$1.1K)
Filed 2026-10-14
FNY Investment Advisers, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$8 ($0)
Filed 2026-10-16
Signature Equity Partners, LLC
NEW
Shares800
Change+800
Value$5.5K
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$4.7K ($0)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares343 from 331
Change+12 (+4%)
Value$2.4K (-$111)
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares234 from 226
Change+8 (+4%)
Value$1.6K (-$74)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
INCREASED
Shares233 from 230
Change+3 (+1%)
Value$1.6K (-$113)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.4K (-$114)
Filed 2026-10-15
Hilltop National Bank
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$1.3K (-$109)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
DECREASED
Shares6 from 50
Change-44 (-88%)
Value$41 (-$333)
Filed 2026-10-29
TD Private Client Wealth LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-28
Squarepoint Ops LLC
CLOSED
Shares0 from 33,287
Change-33,287 (-100%)
Value$0 (-$249.0K)
Filed 2026-11-09
First Citizens Bank & Trust Co
CLOSED
Shares0 from 27,000
Change-27,000 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-14
BCO Wealth Management LLC
CLOSED
Shares0 from 12,019
Change-12,019 (-100%)
Value$0 (-$89.9K)
Filed 2026-10-14
Garner Asset Management Corp
CLOSED
Shares0 from 11,216
Change-11,216 (-100%)
Value$0 (-$83.9K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,580
Change-3,580 (-100%)
Value$0 (-$26.9K)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 1,426
Change-1,426 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-28
Larson Financial Group LLC
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-05
Russell Investments Group, Ltd.
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-26
Jnba Financial Advisors
CLOSED
Shares0 from 356
Change-356 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-03
Darwin Wealth Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$6 (-$1)
Filed 2026-11-09
UBS Group AG
N/A
Shares— from 3,086,895
Change-3,086,895 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,473,706
Change-2,473,706 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,796,252
Change-1,796,252 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,029,172
Change-1,029,172 (-100%)
Value—
Diameter Capital Partners LP
N/A
Shares— from 900,000
Change-900,000 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 810,824
Change-810,824 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 777,564
Change-777,564 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 584,585
Change-584,585 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 377,174
Change-377,174 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 375,781
Change-375,781 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 271,050
Change-271,050 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 245,703
Change-245,703 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 173,041
Change-173,041 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 168,559
Change-168,559 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 164,131
Change-164,131 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 156,573
Change-156,573 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 124,076
Change-124,076 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 116,148
Change-116,148 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 105,656
Change-105,656 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 104,583
Change-104,583 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 101,622
Change-101,622 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 87,479
Change-87,479 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 74,194
Change-74,194 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 66,225
Change-66,225 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 65,017
Change-65,017 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 64,089
Change-64,089 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 58,934
Change-58,934 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 58,365
Change-58,365 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 54,260
Change-54,260 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 49,727
Change-49,727 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 43,052
Change-43,052 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 42,078
Change-42,078 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 41,156
Change-41,156 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 35,642
Change-35,642 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 31,810
Change-31,810 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 29,045
Change-29,045 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 24,752
Change-24,752 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 24,700
Change-24,700 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,565
Change-22,565 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 21,899
Change-21,899 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 21,821
Change-21,821 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 19,317
Change-19,317 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,167
Change-17,167 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,897
Change-16,897 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,773
Change-16,773 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,830
Change-15,830 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 14,770
Change-14,770 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 14,675
Change-14,675 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 12,489
Change-12,489 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,793
Change-11,793 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,305
Change-11,305 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 11,025
Change-11,025 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 7,153
Change-7,153 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,922
Change-6,922 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Quarry LP
N/A
Shares— from 210
Change-210 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 188
Change-188 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Status
Sound Income Strategies, LLC
DECREASED2,930,9535,222,616-2,291,663-44%$39.1M$19.6M-$19.5M2026-10-09
GraniteShares Advisors LLC
INCREASED371,221302,342+68,879+23%$2.3M$2.6M+$303.6K2026-10-29
Muzinich & Co., Inc.
INCREASED224,096172,096+52,000+30%$1.3M$1.5M+$261.2K2026-10-22
Barclays PLC
NEW160,210—+160,210——$1.1M—2026-11-06
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED147,213147,21300%$1.1M$1.0M-$83.9K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED125,570100,621+24,949+25%$753.0K$868-$752.1K2026-11-02
Krilogy Financial LLC
UNCHANGED123,880123,88000%$926.6K$828.8K-$97.9K2026-10-13
MQS Management LLC
INCREASED78,00549,574+28,431+57%$370.8K$539.0K+$168.2K2026-11-06
HighTower Advisors, LLC
INCREASED71,49471,067+427+1%$531.6K$494.0K-$37.6K2026-11-10
LPL Financial LLC
DECREASED66,20684,883-18,677-22%$634.9K$457.5K-$177.4K2026-11-06
Greenwood Gearhart LLC
UNCHANGED56,66256,66200%$423.8K$391.5K-$32.3K2026-11-02
Yelin Lapidot Holdings Management Ltd.
UNCHANGED54,92754,92700%$410.9K$379.5K-$31.3K2026-10-26
Commonwealth Equity Services, LLC
DECREASED52,01769,866-17,849-26%$522.6K$359.4K-$163.2K2026-11-02
Sovran Advisors, LLC
INCREASED40,50739,124+1,383+4%$278.2K$281.1K+$2.9K2026-11-02
Wedbush Securities Inc
INCREASED39,52929,412+10,117+34%$220.0K$273-$219.7K2026-10-22
StoneX Group Inc.
INCREASED36,31610,510+25,806+246%$83.7K$261.2K+$177.5K2026-11-03
Key Capital Management, Inc
INCREASED35,7603,122+32,638+1045%$23.4K$240.9K+$217.5K2026-11-03
Freestone Capital Holdings, LLC
INCREASED34,04529,045+5,000+17%$217.3K$235.3K+$18.0K2026-11-09
Summit Securities Group LLC
NEW28,462—+28,462——$196.7K—2026-11-05
Certuity, LLC
UNCHANGED26,65826,65800%$199.4K$184.2K-$15.2K2026-11-02
PW Nova Financial Services LLC
INCREASED23,94423,244+700+3%$173.9K$165.5K-$8.4K2026-10-15
AlphaCentric Advisors LLC
NEW20,000—+20,000——$138.2K—2026-11-03
Investment Partners, Ltd.
INCREASED20,00010,000+10,000+100%$74.8K$138.2K+$63.4K2026-10-29
Golden State Wealth Management, LLC
INCREASED15,7419,852+5,889+60%$73.7K$108.8K+$35.1K2026-11-02
VestGen Advisors, LLC
UNCHANGED14,50014,50000%$108.5K$100.2K-$8.3K2026-10-27
Simplex Trading, LLC
NEW13,968—+13,968——$96.5K—2026-11-04
Sigma Planning Corp
NEW12,977—+12,977——$89.7K—2026-10-23
Fulton Breakefield Broenniman LLC
UNCHANGED11,79811,79800%$88.2K$81.5K-$6.7K2026-11-03
KW Wealth Management LLC
NEW11,644—+11,644——$80.5K—2026-10-28
Miller Financial Services LLC
INCREASED11,38811,203+185+2%$83.8K$78.7K-$5.1K2026-10-20
Avior Wealth Management, LLC
DECREASED11,29114,039-2,748-20%$105.0K$78.0K-$27.0K2026-10-13
Glenview Trust Co
UNCHANGED10,65010,65000%$79.7K$73.6K-$6.1K2026-10-28
Farther Finance Advisors, LLC
DECREASED5,5456,309-764-12%$47.2K$38.3K-$8.9K2026-10-08
State of Alaska, Department of Revenue
UNCHANGED4,6254,62500%$34$31-$32026-10-15
Citigroup Inc
NEW4,075—+4,075——$28.2K—2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED3,3633,36300%$25.2K$23.2K-$1.9K2026-10-23
Highline Wealth Partners LLC
UNCHANGED3,1753,17500%$23.7K$21.9K-$1.8K2026-10-19
Private Trust Co NA
UNCHANGED2,5302,53000%$18.9K$17.5K-$1.4K2026-10-20
Burk Holdings LLC
UNCHANGED2,1062,10600%$15.8K$14.6K-$1.2K2026-11-05
Latitude Advisors, LLC
NEW1,977—+1,977——$13.7K—2026-10-27
Triumph Capital Management
UNCHANGED1,8501,85000%$13.8K$12.8K-$1.1K2026-10-14
FNY Investment Advisers, LLC
UNCHANGED1,2001,20000%$8$8$02026-10-16
Signature Equity Partners, LLC
NEW800—+800——$5.5K—2026-10-29
Allworth Financial LP
UNCHANGED62262200%$4.7K$4.7K$02026-11-06
Lanark Financial, Inc.
INCREASED343331+12+4%$2.5K$2.4K-$1112026-10-26
Buck Wealth Strategies, LLC
INCREASED234226+8+4%$1.7K$1.6K-$742026-10-28
Hilton Head Capital Partners, LLC
INCREASED233230+3+1%$1.7K$1.6K-$1132026-10-23
Wolff Wiese Magana LLC
UNCHANGED20020000%$1.5K$1.4K-$1142026-10-15
Hilltop National Bank
UNCHANGED19119100%$1.4K$1.3K-$1092026-10-14
Caitong International Asset Management Co., Ltd
DECREASED650-44-88%$374$41-$3332026-10-29
TD Private Client Wealth LLC
NEW0—0——$0—2026-10-28
Squarepoint Ops LLC
CLOSED033,287-33,287-100%$249.0K$0-$249.0K2026-11-09
First Citizens Bank & Trust Co
CLOSED027,000-27,000-100%$202.0K$0-$202.0K2026-10-14
BCO Wealth Management LLC
CLOSED012,019-12,019-100%$89.9K$0-$89.9K2026-10-14
Garner Asset Management Corp
CLOSED011,216-11,216-100%$83.9K$0-$83.9K2026-10-30
International Assets Investment Management, LLC
CLOSED03,580-3,580-100%$26.9K$0-$26.9K2026-11-02
Financial Network Wealth Advisors LLC
CLOSED01,426-1,426-100%$10.7K$0-$10.7K2026-10-28
Larson Financial Group LLC
CLOSED0584-584-100%$4.4K$0-$4.4K2026-11-05
Russell Investments Group, Ltd.
CLOSED0509-509-100%$3.8K$0-$3.8K2026-11-06
Vermillion Wealth Management, Inc.
CLOSED0500-500-100%$3.7K$0-$3.7K2026-10-26
Jnba Financial Advisors
CLOSED0356-356-100%$2.7K$0-$2.7K2026-11-03
Darwin Wealth Management, LLC
UNCHANGED000—$7$6-$12026-11-09
UBS Group AG
N/A—3,086,895-3,086,895-100%$23.1M———
Van Eck Associates Corp
N/A—2,473,706-2,473,706-100%$18.5M———
Invesco Ltd.
N/A—1,796,252-1,796,252-100%$13.4M———
Altshuler Shaham Ltd
N/A—1,029,172-1,029,172-100%$7.7M———
Diameter Capital Partners LP
N/A—900,000-900,000-100%$6.7M———
Legal & General Group Plc
N/A—810,824-810,824-100%$6.1M———
Morgan Stanley
N/A—777,564-777,564-100%$5.8M———
Franklin Resources Inc
N/A—584,585-584,585-100%$4.4M———
Advisors Asset Management, Inc.
N/A—377,174-377,174-100%$2.8M———
BlackRock, Inc.
N/A—375,781-375,781-100%$2.8M———
Independent Advisor Alliance
N/A—271,050-271,050-100%$2.0M———
Osaic Holdings, Inc.
N/A—245,703-245,703-100%$1.8M———
Citadel Advisors LLC
N/A—173,041-173,041-100%$1.3M———
NewEdge Wealth, LLC
N/A—168,559-168,559-100%$1.3M———
Bank of America Corp
N/A—164,131-164,131-100%$1.2M———
Millennium Management LLC
N/A—156,573-156,573-100%$1.2M———
Canada Life Assurance Co
N/A—124,076-124,076-100%$925.0K———
Naviter Wealth, LLC
N/A—116,148-116,148-100%$879.0K———
Tidal Investments LLC
N/A—105,656-105,656-100%$790.3K———
PFG Investments, LLC
N/A—104,583-104,583-100%$782.3K———
Trexquant Investment LP
N/A—101,622-101,622-100%$760.1K———
Cerity Partners LLC
N/A—87,479-87,479-100%$654.3K———
Guggenheim Capital LLC
N/A—74,194-74,194-100%$555.0K———
Susquehanna International Group, LLP
N/A—66,225-66,225-100%$495.4K———
Cetera Investment Advisers
N/A—65,017-65,017-100%$486.3K———
Goldman Sachs Group Inc
N/A—64,089-64,089-100%$479.4K———
Curi Capital, LLC
N/A—60,000-60,000-100%$448.8K———
Virtus Investment Advisers, LLC
N/A—58,934-58,934-100%$440.8K———
XTX Topco Ltd
N/A—58,365-58,365-100%$436.6K———
Stifel Financial Corp
N/A—54,260-54,260-100%$405.9K———
Envestnet Asset Management Inc
N/A—49,727-49,727-100%$372.0K———
Denali Advisors LLC
N/A—43,052-43,052-100%$322.0K———
Raymond James Financial Inc
N/A—42,078-42,078-100%$314.7K———
Janney Montgomery Scott LLC
N/A—41,156-41,156-100%$308.0K———
Wells Fargo & Company
N/A—35,642-35,642-100%$266.6K———
Brevan Howard Capital Management LP
N/A—31,810-31,810-100%$237.9K———
Royal Bank of Canada
N/A—29,045-29,045-100%$217.0K———
Black Maple Capital Management LP
N/A—25,000-25,000-100%$187.0K———
Foundations Investment Advisors, LLC
N/A—24,752-24,752-100%$185.1K———
Strategic Financial Concepts, LLC
N/A—24,700-24,700-100%$184.8K———
Mariner, LLC
N/A—22,565-22,565-100%$168.8K———
M&T Bank Corp
N/A—21,899-21,899-100%$163.8K———
Beacon Investment Advisors LLC
N/A—21,821-21,821-100%$163.2K———
Two Sigma Investments, LP
N/A—20,500-20,500-100%$153.3K———
Ethos Financial Group, LLC
N/A—19,317-19,317-100%$144.5K———
NewEdge Advisors, LLC
N/A—17,167-17,167-100%$128.4K———
AE Wealth Management LLC
N/A—16,897-16,897-100%$126.4K———
Savvy Advisors, Inc.
N/A—16,773-16,773-100%$125.5K———
Advisory Services Network, LLC
N/A—15,830-15,830-100%$118.4K———
Strategies Wealth Advisors, LLC
N/A—14,770-14,770-100%$110.5K———
Bluespring Wealth Management, LLC
N/A—14,675-14,675-100%$109.8K———
Northern Trust Corp
N/A—12,489-12,489-100%$93.4K———
Nomura Holdings Inc
N/A—12,000-12,000-100%$89.8K———
Two Sigma Securities, LLC
N/A—11,793-11,793-100%$88.2K———
Qube Research & Technologies Ltd
N/A—11,305-11,305-100%$84.6K———
Balyasny Asset Management L.P.
N/A—11,025-11,025-100%$82.5K———
Westbourne Investments, Inc.
N/A—11,000-11,000-100%$82.3K———
Calton & Associates, Inc.
N/A—10,100-10,100-100%$75.5K———
BNP Paribas Financial Markets
N/A—9,812-9,812-100%$73.4K———
Allied Private Wealth LLC
N/A—7,153-7,153-100%$51.0K———
BFC Planning, Inc.
N/A—6,922-6,922-100%$51.8K———
Northwestern Mutual Wealth Management Co
N/A—4,000-4,000-100%$29.9K———
Tower Research Capital LLC (TRC)
N/A—3,347-3,347-100%$25.0K———
Nomura Asset Management Co LTD
N/A—3,066-3,066-100%$22.9K———
Global Retirement Partners, LLC
N/A—2,347-2,347-100%$17.6K———
Arax Advisory Partners
N/A—1,440-1,440-100%$10.8K———
Jones Financial Companies Lllp
N/A—1,335-1,335-100%$9.9K———
Atlantic Union Bankshares Corp
N/A—1,200-1,200-100%$9.0K———
Aventura Private Wealth, LLC
N/A—449-449-100%$3.4K———
Delta Asset Management LLC
N/A—375-375-100%$2.8K———
Quarry LP
N/A—210-210-100%$1.6K———
JPMorgan Chase & Co
N/A—188-188-100%$1.4K———
Strategic Wealth Partners, Ltd.
N/A—56-56-100%$419———
Showing 135 of 135 institutions