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Prospect Capital Corp (PSEC)

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
Shares21,857,191 from 20,534,804
Change+1,322,387 (+6%)
Value$45.5M (-$2.0M)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares2,286,356 from 2,485,356
Change-199,000 (-8%)
Value$4.8M (-$985.6K)
Filed 2026-10-13
GraniteShares Advisors LLC
INCREASED
Shares1,111,550 from 1,094,360
Change+17,190 (+2%)
Value$2.3M (-$215.9K)
Filed 2026-10-29
180 Wealth Advisors, LLC
INCREASED
Shares690,788 from 580,986
Change+109,802 (+19%)
Value$1.4M (+$94.8K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares676,292 from 762,756
Change-86,464 (-11%)
Value$1.4M (-$355.3K)
Filed 2026-11-02
Clear Harbor Asset Management, LLC
INCREASED
Shares573,825 from 325,525
Change+248,300 (+76%)
Value$1.2M (+$441.6K)
Filed 2026-11-05
Tactive Advisors, LLC
DECREASED
Shares561,704 from 585,111
Change-23,407 (-4%)
Value$1.2M (-$183.3K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares432,294 from 366,298
Change+65,996 (+18%)
Value$899 (-$845.1K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
DECREASED
Shares318,674 from 330,236
Change-11,562 (-3%)
Value$662.8K (-$100.0K)
Filed 2026-10-20
Family Wealth Partners, LLC
INCREASED
Shares284,104 from 241,586
Change+42,518 (+18%)
Value$590.9K (+$32.9K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares207,700 from 192,700
Change+15,000 (+8%)
Value$432.0K (-$13.1K)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares161,256 from 156,345
Change+4,911 (+3%)
Value$330.6K (-$32.1K)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares160,800 from 108,722
Change+52,078 (+48%)
Value$334 (-$250.7K)
Filed 2026-10-22
Truist Financial Corp
UNCHANGED
Shares153,940 from 153,940
Change0 (0%)
Value$320.2K (-$35.4K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
DECREASED
Shares148,515 from 194,761
Change-46,246 (-24%)
Value$308.9K (-$141.0K)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares130,083 from 89,077
Change+41,006 (+46%)
Value$270.6K (+$62.1K)
Filed 2026-11-04
Bfsg, LLC
INCREASED
Shares123,083 from 117,381
Change+5,702 (+5%)
Value$256.0K (-$15.1K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares121,136 from 84,292
Change+36,844 (+44%)
Value$220.5K (+$30.0K)
Filed 2026-10-13
Imc-Chicago, LLC
INCREASED
Shares106,543 from 90,476
Change+16,067 (+18%)
Value$221.6K (+$12.6K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
INCREASED
Shares102,939 from 72,939
Change+30,000 (+41%)
Value$214.1K (+$45.6K)
Filed 2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares101,234 from 101,234
Change0 (0%)
Value$233.9K ($0)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares98,395 from 42,460
Change+55,935 (+132%)
Value$204.7K (+$106.6K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares83,636
Change+83,636
Value$174.0K
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares78,112 from 163,473
Change-85,361 (-52%)
Value$165.2K (-$212.4K)
Filed 2026-11-02
Summit Global Investments
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$156 (-$172.8K)
Filed 2026-10-28
Gradient Investments LLC
NEW
Shares72,865
Change+72,865
Value$151.6K
Filed 2026-10-08
Kathmere Capital Management, LLC
UNCHANGED
Shares69,462 from 69,462
Change0 (0%)
Value$144.5K (-$16.0K)
Filed 2026-10-20
Simplex Trading, LLC
DECREASED
Shares69,081 from 87,612
Change-18,531 (-21%)
Value$143.7K (-$58.7K)
Filed 2026-11-04
ProShare Advisors LLC
DECREASED
Shares66,261 from 69,007
Change-2,746 (-4%)
Value$137.8K (-$21.6K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares62,299 from 46,845
Change+15,454 (+33%)
Value$129.6K (+$21.4K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares60,270 from 59,090
Change+1,180 (+2%)
Value$97.0K (-$39.5K)
Filed 2026-11-04
Seros Financial, LLC
NEW
Shares59,335
Change+59,335
Value$123.4K
Filed 2026-10-21
Brian LOW Financial Group, LLC
UNCHANGED
Shares55,306 from 55,306
Change0 (0%)
Value$115.0K (-$12.7K)
Filed 2026-10-28
HUB Investment Partners, LLC
NEW
Shares51,952
Change+51,952
Value$108.1K
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares48,226 from 52,149
Change-3,923 (-8%)
Value$100.3K (-$20.2K)
Filed 2026-10-29
State of Wyoming
NEW
Shares37,286
Change+37,286
Value$77.6K
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares36,797 from 36,685
Change+112 (+0%)
Value$76.5K (-$8.2K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares32,662 from 104,196
Change-71,534 (-69%)
Value$67.9K (-$172.8K)
Filed 2026-10-30
Barrett & Company, Inc.
DECREASED
Shares32,275 from 34,137
Change-1,862 (-5%)
Value$67.1K (-$11.7K)
Filed 2026-10-22
Cherry Creek Investment Advisors, Inc.
UNCHANGED
Shares31,741 from 31,741
Change0 (0%)
Value$66.0K (-$7.3K)
Filed 2026-10-14
Arta Finance Wealth Management LLC
INCREASED
Shares28,789 from 27,606
Change+1,183 (+4%)
Value$59.9K (-$3.9K)
Filed 2026-10-28
Retirement Planning Group, LLC
DECREASED
Shares28,594 from 29,817
Change-1,223 (-4%)
Value$59.5K (-$9.4K)
Filed 2026-10-19
WMG Financial Advisors, LLC
UNCHANGED
Shares27,950 from 27,950
Change0 (0%)
Value$64.6K ($0)
Filed 2026-10-28
US Bancorp \de\
UNCHANGED
Shares25,408 from 25,408
Change0 (0%)
Value$52.8K (-$5.8K)
Filed 2026-11-05
PUREfi Wealth, LLC
NEW
Shares24,473
Change+24,473
Value$50.9K
Filed 2026-10-19
Next Level Private LLC
INCREASED
Shares23,133 from 22,011
Change+1,122 (+5%)
Value$48.1K (-$2.7K)
Filed 2026-10-20
Summit Securities Group LLC
NEW
Shares22,800
Change+22,800
Value$47.4K
Filed 2026-11-05
State of Alaska, Department of Revenue
INCREASED
Shares21,467 from 18,642
Change+2,825 (+15%)
Value$44 (-$43.0K)
Filed 2026-10-15
Cravens & Co Advisors, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$41.6K (-$4.6K)
Filed 2026-10-16
Apella Capital, LLC
DECREASED
Shares19,643 from 23,542
Change-3,899 (-17%)
Value$36.1K (-$15.7K)
Filed 2026-10-08
Signaturefd, LLC
INCREASED
Shares19,337 from 5,444
Change+13,893 (+255%)
Value$40.2K (+$27.6K)
Filed 2026-10-23
Cypress Capital, LLC
NEW
Shares19,000
Change+19,000
Value$39.5K
Filed 2026-10-20
Sensible Money, LLC
NEW
Shares18,676
Change+18,676
Value$38.8K
Filed 2026-10-20
Asset Dedication, LLC
NEW
Shares18,676
Change+18,676
Value$38.8K
Filed 2026-11-03
CWA Asset Management Group, LLC
UNCHANGED
Shares18,405 from 18,405
Change0 (0%)
Value$38.3K (-$4.2K)
Filed 2026-10-19
Samalin Investment Counsel, LLC
NEW
Shares18,274
Change+18,274
Value$38.0K
Filed 2026-10-23
ARS Wealth Advisors Group, LLC
NEW
Shares17,111
Change+17,111
Value$35.6K
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
DECREASED
Shares16,499 from 16,970
Change-471 (-3%)
Value$34.3K (-$4.9K)
Filed 2026-10-29
Silverlake Wealth Management LLC
INCREASED
Shares16,221 from 15,861
Change+360 (+2%)
Value$33.7K (-$2.9K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED
Shares15,820 from 15,667
Change+153 (+1%)
Value$32.9K (-$3.3K)
Filed 2026-10-16
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares15,300 from 15,300
Change0 (0%)
Value$31.8K (-$3.5K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares14,368 from 14,611
Change-243 (-2%)
Value$29.9K (-$3.9K)
Filed 2026-11-05
McAdam, LLC
NEW
Shares14,320
Change+14,320
Value$29.8K
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares14,017 from 13,336
Change+681 (+5%)
Value$29.2K (-$1.7K)
Filed 2026-10-21
Integrity Advisory Solutions, LLC
NEW
Shares13,962
Change+13,962
Value$29.0K
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares13,158 from 15,034
Change-1,876 (-12%)
Value$27.4K (-$7.4K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares12,440 from 12,959
Change-519 (-4%)
Value$25.9K (-$4.1K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
NEW
Shares12,370
Change+12,370
Value$25.7K
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares12,149 from 11,558
Change+591 (+5%)
Value$25.3K (-$1.4K)
Filed 2026-11-04
Oppenheimer & Co Inc
NEW
Shares11,525
Change+11,525
Value$24.0K
Filed 2026-10-26
Traynor Capital Management, Inc.
INCREASED
Shares10,740 from 10,711
Change+29 (+0%)
Value$22.3K (-$2.4K)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares10,585
Change+10,585
Value$22.0K
Filed 2026-10-21
StoneX Group Inc.
NEW
Shares10,523
Change+10,523
Value$22.1K
Filed 2026-11-03
Philadelphia Trust Co
DECREASED
Shares10,000 from 12,000
Change-2,000 (-17%)
Value$21 (-$7)
Filed 2026-11-05
Flagship Capital Management Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$20.8K (-$2.3K)
Filed 2026-10-20
Nfsg Corp
UNCHANGED
Shares7,157 from 7,157
Change0 (0%)
Value$14.9K (-$1.6K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares6,922 from 4,477
Change+2,445 (+55%)
Value$14.4K (+$4.1K)
Filed 2026-11-03
Avion Wealth
INCREASED
Shares5,629 from 5,372
Change+257 (+5%)
Value$11 (-$1)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares5,397 from 4,932
Change+465 (+9%)
Value$11.2K (-$167)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares5,014 from 5,014
Change0 (0%)
Value$10.4K (-$1.2K)
Filed 2026-10-20
North Star Investment Management Corp.
INCREASED
Shares4,200 from 4,000
Change+200 (+5%)
Value$8.7K (-$504)
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares3,121 from 3,121
Change0 (0%)
Value$6.5K (-$718)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares2,891 from 2,891
Change0 (0%)
Value$6.0K (-$665)
Filed 2026-11-05
North Point Portfolio Managers Corp
NEW
Shares2,500
Change+2,500
Value$5.2K
Filed 2026-10-07
EverSource Wealth Advisors, LLC
DECREASED
Shares2,169 from 5,074
Change-2,905 (-57%)
Value$4.5K (-$7.2K)
Filed 2026-11-04
West Branch Capital LLC
INCREASED
Shares1,722 from 1,638
Change+84 (+5%)
Value$3.6K (-$203)
Filed 2026-10-20
Gables Capital Management Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$2.5K (-$276)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares1,075 from 1,009
Change+66 (+7%)
Value$2.2K (-$93)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares750 from 24,798
Change-24,048 (-97%)
Value$1.6K (-$55.7K)
Filed 2026-10-16
Triumph Capital Management
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$1.6K (-$172)
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$1.2K (-$136)
Filed 2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$1.2K (-$128)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
NEW
Shares500
Change+500
Value$1.0K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$1.0K (-$113)
Filed 2026-11-05
Hilltop National Bank
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$790 (-$88)
Filed 2026-10-14
TD Waterhouse Canada Inc.
NEW
Shares250
Change+250
Value$513
Filed 2026-10-16
American Capital Advisory, LLC
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$425 (-$47)
Filed 2026-10-28
Assetmark, Inc
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$306 (-$34)
Filed 2026-10-21
RMG Wealth Management LLC
DECREASED
Shares50 from 836
Change-786 (-94%)
Value$76 (-$1.8K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares5
Change+5
Value$12
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares3
Change+3
Value$6
Filed 2026-10-27
Blue Trust, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$2 ($0)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 228,091
Change-228,091 (-100%)
Value$0 (-$526.9K)
Filed 2026-10-23
RMR Wealth Builders
CLOSED
Shares0 from 44,938
Change-44,938 (-100%)
Value$0 (-$103.8K)
Filed 2026-10-22
Garner Asset Management Corp
CLOSED
Shares0 from 27,700
Change-27,700 (-100%)
Value$0 (-$64.0K)
Filed 2026-10-30
Modera Wealth Management, LLC
CLOSED
Shares0 from 26,334
Change-26,334 (-100%)
Value$0 (-$60.8K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
CLOSED
Shares0 from 12,352
Change-12,352 (-100%)
Value$0 (-$29)
Filed 2026-10-27
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 5,790
Change-5,790 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,648
Change-4,648 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$93)
Filed 2026-11-03
Two Sigma Investments, LP
N/A
Shares— from 14,082,619
Change-14,082,619 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 9,685,724
Change-9,685,724 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,633,748
Change-6,633,748 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,032,811
Change-4,032,811 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 4,009,902
Change-4,009,902 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,067,650
Change-3,067,650 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,686,736
Change-2,686,736 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,246,915
Change-2,246,915 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,441,035
Change-1,441,035 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 919,558
Change-919,558 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 709,303
Change-709,303 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 656,528
Change-656,528 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 592,554
Change-592,554 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 509,901
Change-509,901 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 491,576
Change-491,576 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 437,595
Change-437,595 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 434,050
Change-434,050 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 428,612
Change-428,612 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 357,400
Change-357,400 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 356,327
Change-356,327 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 285,456
Change-285,456 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 282,483
Change-282,483 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 262,607
Change-262,607 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 253,535
Change-253,535 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 248,996
Change-248,996 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 239,061
Change-239,061 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 229,694
Change-229,694 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 220,616
Change-220,616 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 201,228
Change-201,228 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 199,998
Change-199,998 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 190,138
Change-190,138 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 188,788
Change-188,788 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 122,601
Change-122,601 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 111,237
Change-111,237 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 109,969
Change-109,969 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 105,900
Change-105,900 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 105,639
Change-105,639 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 102,510
Change-102,510 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 93,246
Change-93,246 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 90,809
Change-90,809 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 89,180
Change-89,180 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 78,425
Change-78,425 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 77,540
Change-77,540 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 71,937
Change-71,937 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 69,179
Change-69,179 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 61,887
Change-61,887 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 59,040
Change-59,040 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 55,306
Change-55,306 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 52,683
Change-52,683 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 48,995
Change-48,995 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 47,412
Change-47,412 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 45,496
Change-45,496 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 45,279
Change-45,279 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 41,549
Change-41,549 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 40,632
Change-40,632 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 40,215
Change-40,215 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 37,103
Change-37,103 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 34,599
Change-34,599 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 34,070
Change-34,070 (-100%)
Value—
Blair William & Co
N/A
Shares— from 33,400
Change-33,400 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 29,198
Change-29,198 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 26,423
Change-26,423 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,783
Change-25,783 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 25,335
Change-25,335 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 22,828
Change-22,828 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 21,001
Change-21,001 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 20,773
Change-20,773 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 20,266
Change-20,266 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 19,426
Change-19,426 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,271
Change-19,271 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 19,027
Change-19,027 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 18,098
Change-18,098 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 17,754
Change-17,754 (-100%)
Value—
Stephens Inc
N/A
Shares— from 17,421
Change-17,421 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,314
Change-17,314 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 15,070
Change-15,070 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,735
Change-14,735 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 13,426
Change-13,426 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 13,418
Change-13,418 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,139
Change-13,139 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 11,024
Change-11,024 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,987
Change-10,987 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 10,624
Change-10,624 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,282
Change-10,282 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 9,162
Change-9,162 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 8,630
Change-8,630 (-100%)
Value—
CNB Bank
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,212
Change-7,212 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Natixis
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Quarry LP
N/A
Shares— from 860
Change-860 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 47
Change-47 (-100%)
Value—
Barclays PLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Private Management Group Inc
INCREASED21,857,19120,534,804+1,322,387+6%$47.4M$45.5M-$2.0M2026-11-04
Independent Financial Group, LLC
DECREASED2,286,3562,485,356-199,000-8%$5.7M$4.8M-$985.6K2026-10-13
GraniteShares Advisors LLC
INCREASED1,111,5501,094,360+17,190+2%$2.5M$2.3M-$215.9K2026-10-29
180 Wealth Advisors, LLC
INCREASED690,788580,986+109,802+19%$1.3M$1.4M+$94.8K2026-11-03
Commonwealth Equity Services, LLC
DECREASED676,292762,756-86,464-11%$1.8M$1.4M-$355.3K2026-11-02
Clear Harbor Asset Management, LLC
INCREASED573,825325,525+248,300+76%$752.0K$1.2M+$441.6K2026-11-05
Tactive Advisors, LLC
DECREASED561,704585,111-23,407-4%$1.4M$1.2M-$183.3K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED432,294366,298+65,996+18%$846.0K$899-$845.1K2026-11-02
Tcfg Investment Advisors, LLC
DECREASED318,674330,236-11,562-3%$762.8K$662.8K-$100.0K2026-10-20
Family Wealth Partners, LLC
INCREASED284,104241,586+42,518+18%$558.1K$590.9K+$32.9K2026-10-20
Claro Advisors Inc.
INCREASED207,700192,700+15,000+8%$445.1K$432.0K-$13.1K2026-11-02
International Assets Investment Management, LLC
INCREASED161,256156,345+4,911+3%$362.7K$330.6K-$32.1K2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED160,800108,722+52,078+48%$251.0K$334-$250.7K2026-10-22
Truist Financial Corp
UNCHANGED153,940153,94000%$355.6K$320.2K-$35.4K2026-10-30
Kestra Private Wealth Services, LLC
DECREASED148,515194,761-46,246-24%$449.9K$308.9K-$141.0K2026-10-30
Lido Advisors, LLC
INCREASED130,08389,077+41,006+46%$208.5K$270.6K+$62.1K2026-11-04
Bfsg, LLC
INCREASED123,083117,381+5,702+5%$271.2K$256.0K-$15.1K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED121,13684,292+36,844+44%$190.5K$220.5K+$30.0K2026-10-13
Imc-Chicago, LLC
INCREASED106,54390,476+16,067+18%$209.0K$221.6K+$12.6K2026-11-05
J. Safra Sarasin Holding AG
INCREASED102,93972,939+30,000+41%$168.5K$214.1K+$45.6K2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED101,234101,23400%$233.9K$233.9K$02026-10-15
Csenge Advisory Group
INCREASED98,39542,460+55,935+132%$98.1K$204.7K+$106.6K2026-11-04
Concurrent Investment Advisors, LLC
NEW83,636—+83,636——$174.0K—2026-10-16
Kestra Advisory Services, LLC
DECREASED78,112163,473-85,361-52%$377.6K$165.2K-$212.4K2026-11-02
Summit Global Investments
UNCHANGED75,00075,00000%$173.0K$156-$172.8K2026-10-28
Gradient Investments LLC
NEW72,865—+72,865——$151.6K—2026-10-08
Kathmere Capital Management, LLC
UNCHANGED69,46269,46200%$160.5K$144.5K-$16.0K2026-10-20
Simplex Trading, LLC
DECREASED69,08187,612-18,531-21%$202.4K$143.7K-$58.7K2026-11-04
ProShare Advisors LLC
DECREASED66,26169,007-2,746-4%$159.4K$137.8K-$21.6K2026-10-29
Creative Planning
INCREASED62,29946,845+15,454+33%$108.2K$129.6K+$21.4K2026-11-02
Prospera Financial Services Inc
INCREASED60,27059,090+1,180+2%$136.5K$97.0K-$39.5K2026-11-04
Seros Financial, LLC
NEW59,335—+59,335——$123.4K—2026-10-21
Brian LOW Financial Group, LLC
UNCHANGED55,30655,30600%$127.8K$115.0K-$12.7K2026-10-28
HUB Investment Partners, LLC
NEW51,952—+51,952——$108.1K—2026-11-03
XML Financial, LLC
DECREASED48,22652,149-3,923-8%$120.5K$100.3K-$20.2K2026-10-29
State of Wyoming
NEW37,286—+37,286——$77.6K—2026-10-28
Sigma Planning Corp
INCREASED36,79736,685+112+0%$84.7K$76.5K-$8.2K2026-10-23
Spire Wealth Management
DECREASED32,662104,196-71,534-69%$240.7K$67.9K-$172.8K2026-10-30
Barrett & Company, Inc.
DECREASED32,27534,137-1,862-5%$78.9K$67.1K-$11.7K2026-10-22
Cherry Creek Investment Advisors, Inc.
UNCHANGED31,74131,74100%$73.3K$66.0K-$7.3K2026-10-14
Arta Finance Wealth Management LLC
INCREASED28,78927,606+1,183+4%$63.8K$59.9K-$3.9K2026-10-28
Retirement Planning Group, LLC
DECREASED28,59429,817-1,223-4%$68.9K$59.5K-$9.4K2026-10-19
WMG Financial Advisors, LLC
UNCHANGED27,95027,95000%$64.6K$64.6K$02026-10-28
US Bancorp \de\
UNCHANGED25,40825,40800%$58.7K$52.8K-$5.8K2026-11-05
PUREfi Wealth, LLC
NEW24,473—+24,473——$50.9K—2026-10-19
Next Level Private LLC
INCREASED23,13322,011+1,122+5%$50.8K$48.1K-$2.7K2026-10-20
Summit Securities Group LLC
NEW22,800—+22,800——$47.4K—2026-11-05
State of Alaska, Department of Revenue
INCREASED21,46718,642+2,825+15%$43.0K$44-$43.0K2026-10-15
Cravens & Co Advisors, LLC
UNCHANGED20,00020,00000%$46.2K$41.6K-$4.6K2026-10-16
Apella Capital, LLC
DECREASED19,64323,542-3,899-17%$51.8K$36.1K-$15.7K2026-10-08
Signaturefd, LLC
INCREASED19,3375,444+13,893+255%$12.6K$40.2K+$27.6K2026-10-23
Cypress Capital, LLC
NEW19,000—+19,000——$39.5K—2026-10-20
Sensible Money, LLC
NEW18,676—+18,676——$38.8K—2026-10-20
Asset Dedication, LLC
NEW18,676—+18,676——$38.8K—2026-11-03
CWA Asset Management Group, LLC
UNCHANGED18,40518,40500%$42.5K$38.3K-$4.2K2026-10-19
Samalin Investment Counsel, LLC
NEW18,274—+18,274——$38.0K—2026-10-23
ARS Wealth Advisors Group, LLC
NEW17,111—+17,111——$35.6K—2026-10-16
Caitong International Asset Management Co., Ltd
DECREASED16,49916,970-471-3%$39.2K$34.3K-$4.9K2026-10-29
Silverlake Wealth Management LLC
INCREASED16,22115,861+360+2%$36.6K$33.7K-$2.9K2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED15,82015,667+153+1%$36.2K$32.9K-$3.3K2026-10-16
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED15,30015,30000%$35.3K$31.8K-$3.5K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED14,36814,611-243-2%$33.8K$29.9K-$3.9K2026-11-05
McAdam, LLC
NEW14,320—+14,320——$29.8K—2026-10-21
Wealthcare Advisory Partners LLC
INCREASED14,01713,336+681+5%$30.8K$29.2K-$1.7K2026-10-21
Integrity Advisory Solutions, LLC
NEW13,962—+13,962——$29.0K—2026-10-29
Citigroup Inc
DECREASED13,15815,034-1,876-12%$34.7K$27.4K-$7.4K2026-11-04
Farther Finance Advisors, LLC
DECREASED12,44012,959-519-4%$29.9K$25.9K-$4.1K2026-10-08
Capital Investment Advisory Services, LLC
NEW12,370—+12,370——$25.7K—2026-10-30
Creative Financial Designs Inc
INCREASED12,14911,558+591+5%$26.7K$25.3K-$1.4K2026-11-04
Oppenheimer & Co Inc
NEW11,525—+11,525——$24.0K—2026-10-26
Traynor Capital Management, Inc.
INCREASED10,74010,711+29+0%$24.7K$22.3K-$2.4K2026-10-29
First Affirmative Financial Network
NEW10,585—+10,585——$22.0K—2026-10-21
StoneX Group Inc.
NEW10,523—+10,523——$22.1K—2026-11-03
Philadelphia Trust Co
DECREASED10,00012,000-2,000-17%$28$21-$72026-11-05
Flagship Capital Management Inc.
UNCHANGED10,00010,00000%$23.1K$20.8K-$2.3K2026-10-20
Nfsg Corp
UNCHANGED7,1577,15700%$16.5K$14.9K-$1.6K2026-10-15
Parallel Advisors, LLC
INCREASED6,9224,477+2,445+55%$10.3K$14.4K+$4.1K2026-11-03
Avion Wealth
INCREASED5,6295,372+257+5%$12$11-$12026-11-04
Fifth Third Bancorp
INCREASED5,3974,932+465+9%$11.4K$11.2K-$1672026-11-05
Private Trust Co NA
UNCHANGED5,0145,01400%$11.6K$10.4K-$1.2K2026-10-20
North Star Investment Management Corp.
INCREASED4,2004,000+200+5%$9.2K$8.7K-$5042026-10-27
Financial Consulate, Inc
UNCHANGED3,1213,12100%$7.2K$6.5K-$7182026-10-23
Larson Financial Group LLC
UNCHANGED2,8912,89100%$6.7K$6.0K-$6652026-11-05
North Point Portfolio Managers Corp
NEW2,500—+2,500——$5.2K—2026-10-07
EverSource Wealth Advisors, LLC
DECREASED2,1695,074-2,905-57%$11.7K$4.5K-$7.2K2026-11-04
West Branch Capital LLC
INCREASED1,7221,638+84+5%$3.8K$3.6K-$2032026-10-20
Gables Capital Management Inc.
UNCHANGED1,2001,20000%$2.8K$2.5K-$2762026-11-04
CoreCap Advisors, LLC
INCREASED1,0751,009+66+7%$2.3K$2.2K-$932026-10-08
IFP Advisors, Inc
DECREASED75024,798-24,048-97%$57.3K$1.6K-$55.7K2026-10-16
Triumph Capital Management
UNCHANGED75075000%$1.7K$1.6K-$1722026-10-14
Sunrise Financial Services, LLC
UNCHANGED59559500%$1.4K$1.2K-$1362026-10-21
Cape Investment Advisory, Inc.
UNCHANGED55955900%$1.3K$1.2K-$1282026-10-13
Cassaday & Co Wealth Management LLC
NEW500—+500——$1.0K—2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED49049000%$1.1K$1.0K-$1132026-11-05
Hilltop National Bank
UNCHANGED38038000%$878$790-$882026-10-14
TD Waterhouse Canada Inc.
NEW250—+250——$513—2026-10-16
American Capital Advisory, LLC
UNCHANGED20420400%$472$425-$472026-10-28
Assetmark, Inc
UNCHANGED14714700%$340$306-$342026-10-21
RMG Wealth Management LLC
DECREASED50836-786-94%$1.9K$76-$1.8K2026-10-26
Ascentis Independent Advisors
NEW5—+5——$12—2026-11-03
Foresight Capital Management Advisors, Inc.
NEW3—+3——$6—2026-10-27
Blue Trust, Inc.
UNCHANGED1100%$2$2$02026-10-15
Kingswood Wealth Advisors, LLC
CLOSED0228,091-228,091-100%$526.9K$0-$526.9K2026-10-23
RMR Wealth Builders
CLOSED044,938-44,938-100%$103.8K$0-$103.8K2026-10-22
Garner Asset Management Corp
CLOSED027,700-27,700-100%$64.0K$0-$64.0K2026-10-30
Modera Wealth Management, LLC
CLOSED026,334-26,334-100%$60.8K$0-$60.8K2026-10-28
Capital Advisors, Ltd. LLC
CLOSED012,352-12,352-100%$29$0-$292026-10-27
Commonwealth Retirement Investments LLC
CLOSED05,790-5,790-100%$13.4K$0-$13.4K2026-10-26
Founders Capital Management
CLOSED05,000-5,000-100%$11.6K$0-$11.6K2026-10-13
AdvisorNet Financial, Inc
CLOSED04,648-4,648-100%$10.7K$0-$10.7K2026-10-15
JFS Wealth Advisors, LLC
CLOSED040-40-100%$93$0-$932026-11-03
Two Sigma Investments, LP
N/A—14,082,619-14,082,619-100%$32.5M———
Van Eck Associates Corp
N/A—9,685,724-9,685,724-100%$22.4M———
UBS Group AG
N/A—6,633,748-6,633,748-100%$15.3M———
Legal & General Group Plc
N/A—4,032,811-4,032,811-100%$9.3M———
Gendell Jeffrey L
N/A—4,009,902-4,009,902-100%$9.3M———
Marshall Wace, LLP
N/A—3,067,650-3,067,650-100%$7.1M———
Morgan Stanley
N/A—2,686,736-2,686,736-100%$6.2M———
Susquehanna International Group, LLP
N/A—2,246,915-2,246,915-100%$5.2M———
BlackRock, Inc.
N/A—1,441,035-1,441,035-100%$3.3M———
LPL Financial LLC
N/A—919,558-919,558-100%$2.1M———
Tudor Investment Corp ET AL
N/A—709,303-709,303-100%$1.6M———
Naviter Wealth, LLC
N/A—656,528-656,528-100%$1.5M———
Caxton Associates LLP
N/A—592,554-592,554-100%$1.4M———
Raymond James Financial Inc
N/A—509,901-509,901-100%$1.2M———
Kovack Advisors, Inc.
N/A—491,576-491,576-100%$1.1M———
Canada Life Assurance Co
N/A—437,595-437,595-100%$1.0M———
GatePass Capital, LLC
N/A—434,050-434,050-100%$1.0M———
Virtus Investment Advisers, LLC
N/A—428,612-428,612-100%$990.1K———
Concorde Asset Management, LLC
N/A—357,400-357,400-100%$838.0K———
Brevan Howard Capital Management LP
N/A—356,327-356,327-100%$823.1K———
DnB Asset Management AS
N/A—285,456-285,456-100%$659.4K———
Engineers Gate Manager LP
N/A—282,483-282,483-100%$652.5K———
Osaic Holdings, Inc.
N/A—262,607-262,607-100%$606.6K———
LSV Asset Management
N/A—253,535-253,535-100%$586.0K———
Cetera Investment Advisers
N/A—248,996-248,996-100%$575.2K———
LeClair Wealth Partners LLC
N/A—239,061-239,061-100%$552.2K———
Focus Partners Advisor Solutions, LLC
N/A—229,694-229,694-100%$530.6K———
Guggenheim Capital LLC
N/A—220,616-220,616-100%$509.6K———
Bank of America Corp
N/A—201,228-201,228-100%$464.8K———
Royal Bank of Canada
N/A—199,998-199,998-100%$462.0K———
Squarepoint Ops LLC
N/A—190,138-190,138-100%$439.2K———
Stifel Financial Corp
N/A—188,788-188,788-100%$436.1K———
Tower Research Capital LLC (TRC)
N/A—122,601-122,601-100%$283.2K———
Mariner, LLC
N/A—111,237-111,237-100%$257.0K———
Balyasny Asset Management L.P.
N/A—109,969-109,969-100%$254.0K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—105,900-105,900-100%$244.6K———
BFC Planning, Inc.
N/A—105,639-105,639-100%$244.0K———
Group One Trading LLC
N/A—102,510-102,510-100%$236.8K———
Westwood Holdings Group Inc
N/A—93,246-93,246-100%$215.4K———
DRW Securities, LLC
N/A—90,809-90,809-100%$209.8K———
Orion Porfolio Solutions, LLC
N/A—89,180-89,180-100%$206.0K———
Arkadios Wealth Advisors
N/A—78,425-78,425-100%$181.2K———
Denali Advisors LLC
N/A—77,540-77,540-100%$179.1K———
Cresset Asset Management, LLC
N/A—71,937-71,937-100%$168.7K———
M&T Bank Corp
N/A—69,179-69,179-100%$159.8K———
Headlands Technologies LLC
N/A—61,887-61,887-100%$143.0K———
Garden State Investment Advisory Services LLC
N/A—59,040-59,040-100%$136.4K———
Strategic Wealth Partners, Ltd.
N/A—55,306-55,306-100%$127.8K———
Wealthfront Advisers LLC
N/A—52,683-52,683-100%$121.7K———
BNP Paribas Financial Markets
N/A—48,995-48,995-100%$113.2K———
MAI Capital Management
N/A—47,412-47,412-100%$109.5K———
Huntington National Bank
N/A—45,496-45,496-100%$105.1K———
Harbour Investments, Inc.
N/A—45,279-45,279-100%$104.6K———
Bessemer Group Inc
N/A—41,549-41,549-100%$96.0K———
Strategies Wealth Advisors, LLC
N/A—40,632-40,632-100%$93.9K———
Wells Fargo & Company
N/A—40,215-40,215-100%$92.9K———
Ethos Financial Group, LLC
N/A—37,103-37,103-100%$85.7K———
Ameriprise Financial Inc
N/A—34,599-34,599-100%$82.8K———
Foundations Investment Advisors, LLC
N/A—34,070-34,070-100%$78.7K———
Blair William & Co
N/A—33,400-33,400-100%$77.2K———
Two Sigma Securities, LLC
N/A—29,198-29,198-100%$67.4K———
World Investment Advisors
N/A—26,423-26,423-100%$62.6K———
Mercer Global Advisors Inc
N/A—25,783-25,783-100%$59.6K———
Great Valley Advisor Group, Inc.
N/A—25,335-25,335-100%$58.5K———
Allworth Financial LP
N/A—25,000-25,000-100%$57.8K———
Jain Global LLC
N/A—22,828-22,828-100%$52.7K———
Kingsview Wealth Management, LLC
N/A—21,001-21,001-100%$48.5K———
PNC Financial Services Group, Inc.
N/A—20,773-20,773-100%$48.0K———
Regal Investment Advisors LLC
N/A—20,266-20,266-100%$46.8K———
Inspire Advisors, LLC
N/A—19,426-19,426-100%$44.9K———
PFG Investments, LLC
N/A—19,271-19,271-100%$44.5K———
Level Four Advisory Services, LLC
N/A—19,027-19,027-100%$44.0K———
Regatta Research & Money Management
N/A—18,098-18,098-100%$41.8K———
Significant Wealth Partners LLC
N/A—17,754-17,754-100%$41.0K———
Stephens Inc
N/A—17,421-17,421-100%$40.2K———
GTS Securities LLC
N/A—17,314-17,314-100%$40.0K———
Winton Group Ltd
N/A—15,200-15,200-100%$35.1K———
Mayport, LLC
N/A—15,070-15,070-100%$34.8K———
MML Investors Services, LLC
N/A—14,735-14,735-100%$34.0K———
Modern Wealth Management, LLC
N/A—14,200-14,200-100%$32.8K———
Berkeley Capital Partners, LLC
N/A—13,426-13,426-100%$31.0K———
Tyche Wealth Partners LLC
N/A—13,418-13,418-100%$31.0K———
Citadel Advisors LLC
N/A—13,139-13,139-100%$30.4K———
Navalign, LLC
N/A—12,299-12,299-100%$28.4K———
Blueshift Asset Management, LLC
N/A—11,024-11,024-100%$25.5K———
Envestnet Asset Management Inc
N/A—10,987-10,987-100%$25.4K———
Nomura Asset Management Co LTD
N/A—10,624-10,624-100%$24.5K———
EP Wealth Advisors, LLC
N/A—10,490-10,490-100%$24.2K———
Independent Advisor Alliance
N/A—10,282-10,282-100%$23.8K———
Corsicana & Co.
N/A—10,000-10,000-100%$23.1K———
Aventura Private Wealth, LLC
N/A—9,162-9,162-100%$21.2K———
Ameriflex Group, Inc.
N/A—8,630-8,630-100%$19.9K———
CNB Bank
N/A—7,500-7,500-100%$17.3K———
JPMorgan Chase & Co
N/A—7,212-7,212-100%$16.7K———
Ameritas Advisory Services, LLC
N/A—6,664-6,664-100%$15.4K———
HHM Wealth Advisors, LLC
N/A—5,372-5,372-100%$12.4K———
Jones Financial Companies Lllp
N/A—5,023-5,023-100%$11.6K———
Northwestern Mutual Wealth Management Co
N/A—4,174-4,174-100%$9.6K———
IFG Advisory, LLC
N/A—4,000-4,000-100%$9.2K———
Atlantic Union Bankshares Corp
N/A—3,800-3,800-100%$8.8K———
Crewe Advisors LLC
N/A—3,729-3,729-100%$8.6K———
Steward Partners Investment Advisory, LLC
N/A—2,886-2,886-100%$6.7K———
Arax Advisory Partners
N/A—2,750-2,750-100%$6.4K———
Elequin Capital, LP
N/A—2,451-2,451-100%$5.7K———
Cypress Capital Management LLC (WY)
N/A—2,145-2,145-100%$5.0K———
SHP Wealth Management
N/A—1,600-1,600-100%$3.7K———
Geneos Wealth Management Inc.
N/A—1,500-1,500-100%$3.5K———
Institute for Wealth Management, Llc.
N/A—1,424-1,424-100%$3.3K———
Natixis
N/A—1,017-1,017-100%$2.3K———
Quarry LP
N/A—860-860-100%$2.0K———
Strive Financial Group,LLC
N/A—837-837-100%$1.9K———
LRI Investments, LLC
N/A—638-638-100%$1.5K———
Global Retirement Partners, LLC
N/A—450-450-100%$1.0K———
Heritage Wealth Advisors
N/A—100-100-100%$231———
Smithfield Trust Co
N/A—47-47-100%$0———
Barclays PLC
N/A—12-12-100%$28———
Danske Bank A/S
N/A—7-7-100%$16———
Showing 228 of 228 institutions