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Sixth Street Specialty Lendi (TSLX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Strs Ohio
DECREASED
Shares5,940,289 from 6,029,281
Change-88,992 (-1%)
Value$107.0M (+$3.5M)
Filed 2026-10-30
Sound Income Strategies, LLC
DECREASED
Shares2,500,571 from 2,706,290
Change-205,719 (-8%)
Value$43.9M (-$2.5M)
Filed 2026-10-09
Muzinich & Co., Inc.
INCREASED
Shares1,134,403 from 1,075,226
Change+59,177 (+6%)
Value$20.4M (+$2.0M)
Filed 2026-10-22
Allen Investment Management, LLC
DECREASED
Shares1,130,307 from 1,368,939
Change-238,632 (-17%)
Value$20.4M (-$3.1M)
Filed 2026-11-03
Tectonic Advisors LLC
INCREASED
Shares980,705 from 845,203
Change+135,502 (+16%)
Value$17.7M (+$3.2M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares868,020 from 651,650
Change+216,370 (+33%)
Value$15.6M (+$4.5M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares792,452 from 792,452
Change0 (0%)
Value$14.3M (+$673.6K)
Filed 2026-10-29
LSV Asset Management
DECREASED
Shares757,900 from 789,100
Change-31,200 (-4%)
Value$13.7K (-$13.5M)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
INCREASED
Shares504,519 from 500,602
Change+3,917 (+1%)
Value$9.1M (+$496.1K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares320,671 from 305,604
Change+15,067 (+5%)
Value$5.8M (+$531.3K)
Filed 2026-10-16
RMR Capital Management, LLC
INCREASED
Shares296,517 from 283,579
Change+12,938 (+5%)
Value$5.3M (+$474.2K)
Filed 2026-10-23
Confluence Investment Management LLC
INCREASED
Shares216,194 from 211,954
Change+4,240 (+2%)
Value$3.9M (+$256.6K)
Filed 2026-10-01
D.A. Davidson & Co.
DECREASED
Shares207,948 from 210,672
Change-2,724 (-1%)
Value$3.7M (+$130.0K)
Filed 2026-10-28
Riverbridge Partners LLC
INCREASED
Shares179,892 from 143,587
Change+36,305 (+25%)
Value$3.2M (+$776.3K)
Filed 2026-11-05
Plan Group Financial, LLC
INCREASED
Shares156,711 from 120,324
Change+36,387 (+30%)
Value$2.6M (+$571.5K)
Filed 2026-10-22
Russell Investments Group, Ltd.
INCREASED
Shares142,113 from 138,765
Change+3,348 (+2%)
Value$2.6M (+$178.3K)
Filed 2026-11-06
Wealthstar Advisors, LLC
DECREASED
Shares125,118 from 125,488
Change-370 (0%)
Value$2.3M (+$100.0K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares119,313 from 119,268
Change+45 (+0%)
Value$2.2M (+$102.2K)
Filed 2026-11-02
Lifetime Wealth Management P.C.
DECREASED
Shares97,722 from 101,444
Change-3,722 (-4%)
Value$1.8M (+$19.1K)
Filed 2026-10-29
Legacy Capital Wealth Partners, LLC
INCREASED
Shares97,165 from 90,379
Change+6,786 (+8%)
Value$1.8M (+$199.1K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares95,126 from 69,176
Change+25,950 (+38%)
Value$1.7M (+$526.4K)
Filed 2026-10-13
Ignite Planners, LLC
DECREASED
Shares87,330 from 128,218
Change-40,888 (-32%)
Value$1.6M (-$635.4K)
Filed 2026-10-14
Lido Advisors, LLC
DECREASED
Shares80,026 from 87,574
Change-7,548 (-9%)
Value$1.4M (-$61.6K)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares52,851 from 36,216
Change+16,635 (+46%)
Value$952.4K (+$330.5K)
Filed 2026-10-13
Closed-End Fund Advisors, Inc.
INCREASED
Shares51,649 from 31,937
Change+19,712 (+62%)
Value$930.7K (+$382.4K)
Filed 2026-11-04
Whipplewood Advisors, LLC
INCREASED
Shares48,475 from 40,558
Change+7,917 (+20%)
Value$873.5K (+$177.1K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares45,736 from 51,761
Change-6,025 (-12%)
Value$824.2K (-$64.6K)
Filed 2026-10-20
Barclays PLC
NEW
Shares44,837
Change+44,837
Value$808.0K
Filed 2026-11-06
Diversify Wealth Management, LLC
INCREASED
Shares44,126 from 42,458
Change+1,668 (+4%)
Value$775.7K (+$48.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares44,126 from 42,458
Change+1,668 (+4%)
Value$775.7K (+$48.4K)
Filed 2026-10-20
Family Wealth Partners, LLC
INCREASED
Shares41,109 from 35,923
Change+5,186 (+14%)
Value$740.8K (+$124.0K)
Filed 2026-10-20
Miller Global Investments, LLC
INCREASED
Shares37,876 from 10,367
Change+27,509 (+265%)
Value$682.5K (+$504.5K)
Filed 2026-10-02
Platform Technology Partners
INCREASED
Shares37,571 from 35,975
Change+1,596 (+4%)
Value$677.0K (+$59.3K)
Filed 2026-11-02
Canton Hathaway, LLC
DECREASED
Shares35,360 from 39,865
Change-4,505 (-11%)
Value$637.2K (-$47.3K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares34,603 from 18,746
Change+15,857 (+85%)
Value$591.4K (+$280.6K)
Filed 2026-10-27
Nations Financial Group Inc,
DECREASED
Shares34,479 from 34,996
Change-517 (-1%)
Value$621.3K (+$20.4K)
Filed 2026-11-05
Romano Brothers and Company
UNCHANGED
Shares29,700 from 29,700
Change0 (0%)
Value$535.2K (+$25.2K)
Filed 2026-10-22
Sage Investment Counsel LLC
UNCHANGED
Shares25,577 from 25,577
Change0 (0%)
Value$460.9K (+$21.7K)
Filed 2026-10-26
TrueMark Investments, LLC
INCREASED
Shares25,538 from 24,038
Change+1,500 (+6%)
Value$460.2K (+$47.5K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares25,047 from 25,000
Change+47 (+0%)
Value$451.3K (+$22.1K)
Filed 2026-11-05
Merrion Investment Management Co, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$450.5K (+$21.3K)
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares24,122 from 6,853
Change+17,269 (+252%)
Value$434.7K (+$317.0K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares23,613 from 15,916
Change+7,697 (+48%)
Value$425.5K (+$152.2K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares22,464 from 13,421
Change+9,043 (+67%)
Value$404.8K (+$174.3K)
Filed 2026-10-23
Key Capital Management, Inc
INCREASED
Shares22,004 from 3,160
Change+18,844 (+596%)
Value$382.3K (+$328.0K)
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares22,000
Change+22,000
Value$396.8K
Filed 2026-10-30
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares21,235 from 21,235
Change0 (0%)
Value$364.6K ($0)
Filed 2026-10-15
Kapitalo Investimentos Ltda
UNCHANGED
Shares20,080 from 20,080
Change0 (0%)
Value$361.8K (+$17.1K)
Filed 2026-10-20
HUB Investment Partners, LLC
NEW
Shares19,901
Change+19,901
Value$358.6K
Filed 2026-11-03
Monument Capital Management
DECREASED
Shares19,458 from 20,663
Change-1,205 (-6%)
Value$350.6K (-$4.2K)
Filed 2026-10-09
GC Wealth Management RIA, LLC
UNCHANGED
Shares19,116 from 19,116
Change0 (0%)
Value$344.5K (+$16.2K)
Filed 2026-11-02
Maia Wealth LLC
INCREASED
Shares19,024 from 18,597
Change+427 (+2%)
Value$342.8K (+$23.5K)
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares17,959 from 18,241
Change-282 (-2%)
Value$323.6K (+$10.4K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares16,574 from 22,549
Change-5,975 (-26%)
Value$298.7K (-$88.5K)
Filed 2026-10-30
Kavar Capital Partners Group, LLC
NEW
Shares16,380
Change+16,380
Value$295.2K
Filed 2026-11-06
ProShare Advisors LLC
DECREASED
Shares16,290 from 17,683
Change-1,393 (-8%)
Value$293.5K (-$10.1K)
Filed 2026-10-29
Prospera Financial Services Inc
NEW
Shares16,253
Change+16,253
Value$286.6K
Filed 2026-11-04
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares15,426 from 15,426
Change0 (0%)
Value$278.0K (+$10.5K)
Filed 2026-10-09
First Affirmative Financial Network
NEW
Shares15,017
Change+15,017
Value$270.6K
Filed 2026-10-21
Angeles Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$270.3K (+$12.8K)
Filed 2026-10-26
Triad Investment Management
UNCHANGED
Shares14,080 from 14,080
Change0 (0%)
Value$253.7K (+$12.0K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares13,928 from 16,702
Change-2,774 (-17%)
Value$251.0K (-$35.8K)
Filed 2026-10-08
Natixis
INCREASED
Shares13,512 from 13,158
Change+354 (+3%)
Value$243.5K (+$17.6K)
Filed 2026-11-06
Core Wealth Partners LLC
INCREASED
Shares13,365 from 11,668
Change+1,697 (+15%)
Value$240.8K (+$40.5K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares13,324 from 14,836
Change-1,512 (-10%)
Value$240.1K (-$14.6K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares13,201 from 17,443
Change-4,242 (-24%)
Value$237.9K (-$61.6K)
Filed 2026-11-04
Commerce Advisors, LLC
UNCHANGED
Shares12,387 from 12,387
Change0 (0%)
Value$223.2K (+$10.5K)
Filed 2026-10-19
Mallini Complete Financial Planning LLC
DECREASED
Shares12,286 from 14,416
Change-2,130 (-15%)
Value$221.4K (-$26.1K)
Filed 2026-10-06
Principle Wealth Partners LLC
INCREASED
Shares11,564 from 11,309
Change+255 (+2%)
Value$208.4K (+$14.2K)
Filed 2026-11-02
Indivisible Partners
DECREASED
Shares11,269 from 11,535
Change-266 (-2%)
Value$203.1K (+$5.0K)
Filed 2026-10-26
Summit Securities Group LLC
NEW
Shares11,235
Change+11,235
Value$202.5K
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares11,036 from 11,115
Change-79 (-1%)
Value$198.9K (+$8.0K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares10,944 from 11,238
Change-294 (-3%)
Value$197.2K (+$4.3K)
Filed 2026-10-26
Apollon Wealth Management, LLC
NEW
Shares10,013
Change+10,013
Value$180.4K
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares7,705 from 652
Change+7,053 (+1082%)
Value$138.8K (+$127.6K)
Filed 2026-10-23
North Star Investment Management Corp.
UNCHANGED
Shares6,017 from 6,017
Change0 (0%)
Value$108.4K (+$5.1K)
Filed 2026-10-27
State of Alaska, Department of Revenue
DECREASED
Shares3,857 from 4,529
Change-672 (-15%)
Value$69 (-$76.9K)
Filed 2026-10-15
Union Bancaire Privee, UBP SA
UNCHANGED
Shares3,482 from 3,482
Change0 (0%)
Value$9.9M (+$423.2K)
Filed 2026-11-04
Burk Holdings LLC
UNCHANGED
Shares2,952 from 2,952
Change0 (0%)
Value$53.2K (+$2.5K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares2,164
Change+2,164
Value$39.0K
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$36.8K (+$1.7K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares1,591 from 1,842
Change-251 (-14%)
Value$28.7K (-$3.0K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares1,164 from 360
Change+804 (+223%)
Value$21.0K (+$14.8K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$20.0K (+$943)
Filed 2026-10-14
First Community Trust NA
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$18.7K (+$884)
Filed 2026-10-07
Community Bank, N.A.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$18.0K (+$860)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares973 from 397
Change+576 (+145%)
Value$17.5K (+$10.7K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$16.2K (+$765)
Filed 2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares746 from 728
Change+18 (+2%)
Value$13 (+$1)
Filed 2026-10-22
Hilltop National Bank
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$12.3K (+$582)
Filed 2026-10-14
Private Trust Co NA
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$10.8K (+$510)
Filed 2026-10-20
Valley National Advisers Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.0K (+$425)
Filed 2026-10-23
Blume Capital Management, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$8.1K (+$382)
Filed 2026-10-26
Signature Equity Partners, LLC
NEW
Shares370
Change+370
Value$6.7K
Filed 2026-10-29
Harbor Investment Advisory, LLC
INCREASED
Shares246 from 241
Change+5 (+2%)
Value$4.4K (+$304)
Filed 2026-10-13
Buck Wealth Strategies, LLC
INCREASED
Shares170 from 166
Change+4 (+2%)
Value$3.1K (+$219)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
INCREASED
Shares123 from 120
Change+3 (+3%)
Value$2.2K (+$152)
Filed 2026-10-23
Citigroup Inc
NEW
Shares114
Change+114
Value$2.1K
Filed 2026-11-04
Provenance Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.8K (+$85)
Filed 2026-10-30
Advantage Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.8K (+$85)
Filed 2026-10-19
Hager Investment Management Services, LLC
INCREASED
Shares59 from 58
Change+1 (+2%)
Value$1.1K (+$74)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares47 from 46
Change+1 (+2%)
Value$850 (+$58)
Filed 2026-10-26
Fifth Third Bancorp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$451 (+$22)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares23 from 14
Change+9 (+64%)
Value$395 (+$154)
Filed 2026-11-06
TD Private Client Wealth LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-28
MGO One Seven LLC
CLOSED
Shares0 from 343,844
Change-343,844 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-28
Clearstead Advisors, LLC
CLOSED
Shares0 from 18,463
Change-18,463 (-100%)
Value$0 (-$317.0K)
Filed 2026-11-06
Register Financial Advisors LLC
CLOSED
Shares0 from 9,146
Change-9,146 (-100%)
Value$0 (-$157.0K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 644
Change-644 (-100%)
Value$0 (-$11.2K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-15
Westside Investment Management, Inc.
CLOSED
Shares0 from 572
Change-572 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-02
UMB Bank, n.a.
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$258)
Filed 2026-10-29
Sixth Street Partners Management Company, L.P.
N/A
Shares— from 2,714,226
Change-2,714,226 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 2,476,398
Change-2,476,398 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,373,275
Change-2,373,275 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,366,266
Change-2,366,266 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 2,012,327
Change-2,012,327 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 1,404,779
Change-1,404,779 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,316,091
Change-1,316,091 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,207,716
Change-1,207,716 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 1,176,080
Change-1,176,080 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,069,572
Change-1,069,572 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 969,599
Change-969,599 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 864,107
Change-864,107 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 787,794
Change-787,794 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 764,474
Change-764,474 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 736,813
Change-736,813 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 719,709
Change-719,709 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 692,199
Change-692,199 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 672,162
Change-672,162 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 624,772
Change-624,772 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 507,514
Change-507,514 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 501,191
Change-501,191 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 496,166
Change-496,166 (-100%)
Value—
Melia Wealth LLC
N/A
Shares— from 486,337
Change-486,337 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 435,903
Change-435,903 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 351,000
Change-351,000 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 301,460
Change-301,460 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 269,078
Change-269,078 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 224,404
Change-224,404 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 210,833
Change-210,833 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 207,043
Change-207,043 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 203,539
Change-203,539 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 185,157
Change-185,157 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 184,819
Change-184,819 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 175,800
Change-175,800 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 175,700
Change-175,700 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 151,189
Change-151,189 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 150,572
Change-150,572 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 150,280
Change-150,280 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 149,679
Change-149,679 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 144,406
Change-144,406 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 144,339
Change-144,339 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 142,870
Change-142,870 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 139,187
Change-139,187 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 138,093
Change-138,093 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 135,564
Change-135,564 (-100%)
Value—
State Street Corp
N/A
Shares— from 135,070
Change-135,070 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 116,141
Change-116,141 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 112,859
Change-112,859 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 106,445
Change-106,445 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 105,198
Change-105,198 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 101,008
Change-101,008 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 100,911
Change-100,911 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 98,204
Change-98,204 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 83,811
Change-83,811 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 70,164
Change-70,164 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 68,660
Change-68,660 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 68,649
Change-68,649 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,757
Change-54,757 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 54,584
Change-54,584 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 53,219
Change-53,219 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 51,308
Change-51,308 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 46,502
Change-46,502 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 43,015
Change-43,015 (-100%)
Value—
Park Circle Co
N/A
Shares— from 40,145
Change-40,145 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 39,294
Change-39,294 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 36,587
Change-36,587 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 36,232
Change-36,232 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 34,836
Change-34,836 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 34,255
Change-34,255 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 34,255
Change-34,255 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 33,629
Change-33,629 (-100%)
Value—
&partners
N/A
Shares— from 33,482
Change-33,482 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 33,218
Change-33,218 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 32,990
Change-32,990 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 32,044
Change-32,044 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 30,881
Change-30,881 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 28,579
Change-28,579 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 27,097
Change-27,097 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 26,373
Change-26,373 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,639
Change-23,639 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 22,598
Change-22,598 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 22,230
Change-22,230 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 21,564
Change-21,564 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,328
Change-21,328 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,800
Change-20,800 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 19,616
Change-19,616 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,125
Change-19,125 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,547
Change-18,547 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 18,509
Change-18,509 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,019
Change-17,019 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,735
Change-16,735 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 16,459
Change-16,459 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,405
Change-16,405 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,384
Change-16,384 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 16,088
Change-16,088 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 15,889
Change-15,889 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 15,507
Change-15,507 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 15,297
Change-15,297 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 14,789
Change-14,789 (-100%)
Value—
Calydon Capital
N/A
Shares— from 13,945
Change-13,945 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,763
Change-13,763 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 13,489
Change-13,489 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,165
Change-13,165 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,142
Change-13,142 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 13,030
Change-13,030 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,616
Change-12,616 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 11,876
Change-11,876 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,673
Change-11,673 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 11,467
Change-11,467 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,262
Change-10,262 (-100%)
Value—
CAZ Investments LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,953
Change-6,953 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 477
Change-477 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 400
Change-400 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3
Change-3 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Strs Ohio
DECREASED5,940,2896,029,281-88,992-1%$103.5M$107.0M+$3.5M2026-10-30
Sound Income Strategies, LLC
DECREASED2,500,5712,706,290-205,719-8%$46.5M$43.9M-$2.5M2026-10-09
Muzinich & Co., Inc.
INCREASED1,134,4031,075,226+59,177+6%$18.5M$20.4M+$2.0M2026-10-22
Allen Investment Management, LLC
DECREASED1,130,3071,368,939-238,632-17%$23.5M$20.4M-$3.1M2026-11-03
Tectonic Advisors LLC
INCREASED980,705845,203+135,502+16%$14.5M$17.7M+$3.2M2026-10-22
LPL Financial LLC
INCREASED868,020651,650+216,370+33%$11.2M$15.6M+$4.5M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED792,452792,45200%$13.6M$14.3M+$673.6K2026-10-29
LSV Asset Management
DECREASED757,900789,100-31,200-4%$13.5M$13.7K-$13.5M2026-11-06
Gilman Hill Asset Management, LLC
INCREASED504,519500,602+3,917+1%$8.6M$9.1M+$496.1K2026-10-13
IFP Advisors, Inc
INCREASED320,671305,604+15,067+5%$5.2M$5.8M+$531.3K2026-10-16
RMR Capital Management, LLC
INCREASED296,517283,579+12,938+5%$4.9M$5.3M+$474.2K2026-10-23
Confluence Investment Management LLC
INCREASED216,194211,954+4,240+2%$3.6M$3.9M+$256.6K2026-10-01
D.A. Davidson & Co.
DECREASED207,948210,672-2,724-1%$3.6M$3.7M+$130.0K2026-10-28
Riverbridge Partners LLC
INCREASED179,892143,587+36,305+25%$2.5M$3.2M+$776.3K2026-11-05
Plan Group Financial, LLC
INCREASED156,711120,324+36,387+30%$2.1M$2.6M+$571.5K2026-10-22
Russell Investments Group, Ltd.
INCREASED142,113138,765+3,348+2%$2.4M$2.6M+$178.3K2026-11-06
Wealthstar Advisors, LLC
DECREASED125,118125,488-3700%$2.2M$2.3M+$100.0K2026-10-19
Commonwealth Equity Services, LLC
INCREASED119,313119,268+45+0%$2.0M$2.2M+$102.2K2026-11-02
Lifetime Wealth Management P.C.
DECREASED97,722101,444-3,722-4%$1.7M$1.8M+$19.1K2026-10-29
Legacy Capital Wealth Partners, LLC
INCREASED97,16590,379+6,786+8%$1.6M$1.8M+$199.1K2026-10-21
Independent Financial Group, LLC
INCREASED95,12669,176+25,950+38%$1.2M$1.7M+$526.4K2026-10-13
Ignite Planners, LLC
DECREASED87,330128,218-40,888-32%$2.2M$1.6M-$635.4K2026-10-14
Lido Advisors, LLC
DECREASED80,02687,574-7,548-9%$1.5M$1.4M-$61.6K2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED52,85136,216+16,635+46%$621.8K$952.4K+$330.5K2026-10-13
Closed-End Fund Advisors, Inc.
INCREASED51,64931,937+19,712+62%$548.4K$930.7K+$382.4K2026-11-04
Whipplewood Advisors, LLC
INCREASED48,47540,558+7,917+20%$696.4K$873.5K+$177.1K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED45,73651,761-6,025-12%$888.7K$824.2K-$64.6K2026-10-20
Barclays PLC
NEW44,837—+44,837——$808.0K—2026-11-06
Diversify Wealth Management, LLC
INCREASED44,12642,458+1,668+4%$727.3K$775.7K+$48.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED44,12642,458+1,668+4%$727.3K$775.7K+$48.4K2026-10-20
Family Wealth Partners, LLC
INCREASED41,10935,923+5,186+14%$616.8K$740.8K+$124.0K2026-10-20
Miller Global Investments, LLC
INCREASED37,87610,367+27,509+265%$178.0K$682.5K+$504.5K2026-10-02
Platform Technology Partners
INCREASED37,57135,975+1,596+4%$617.7K$677.0K+$59.3K2026-11-02
Canton Hathaway, LLC
DECREASED35,36039,865-4,505-11%$684.5K$637.2K-$47.3K2026-10-23
Chicago Partners Investment Group LLC
INCREASED34,60318,746+15,857+85%$310.8K$591.4K+$280.6K2026-10-27
Nations Financial Group Inc,
DECREASED34,47934,996-517-1%$600.9K$621.3K+$20.4K2026-11-05
Romano Brothers and Company
UNCHANGED29,70029,70000%$509.9K$535.2K+$25.2K2026-10-22
Sage Investment Counsel LLC
UNCHANGED25,57725,57700%$439.2K$460.9K+$21.7K2026-10-26
TrueMark Investments, LLC
INCREASED25,53824,038+1,500+6%$412.7K$460.2K+$47.5K2026-11-05
US Bancorp \de\
INCREASED25,04725,000+47+0%$429.3K$451.3K+$22.1K2026-11-05
Merrion Investment Management Co, LLC
UNCHANGED25,00025,00000%$429.3K$450.5K+$21.3K2026-10-16
Simplex Trading, LLC
INCREASED24,1226,853+17,269+252%$117.7K$434.7K+$317.0K2026-11-04
Creative Planning
INCREASED23,61315,916+7,697+48%$273.3K$425.5K+$152.2K2026-11-02
HB Wealth Management, LLC
INCREASED22,46413,421+9,043+67%$230.5K$404.8K+$174.3K2026-10-23
Key Capital Management, Inc
INCREASED22,0043,160+18,844+596%$54.3K$382.3K+$328.0K2026-11-03
Achmea Investment Management B.V.
NEW22,000—+22,000——$396.8K—2026-10-30
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED21,23521,23500%$364.6K$364.6K$02026-10-15
Kapitalo Investimentos Ltda
UNCHANGED20,08020,08000%$344.8K$361.8K+$17.1K2026-10-20
HUB Investment Partners, LLC
NEW19,901—+19,901——$358.6K—2026-11-03
Monument Capital Management
DECREASED19,45820,663-1,205-6%$354.8K$350.6K-$4.2K2026-10-09
GC Wealth Management RIA, LLC
UNCHANGED19,11619,11600%$328.2K$344.5K+$16.2K2026-11-02
Maia Wealth LLC
INCREASED19,02418,597+427+2%$319.3K$342.8K+$23.5K2026-10-19
Kestra Advisory Services, LLC
DECREASED17,95918,241-282-2%$313.2K$323.6K+$10.4K2026-11-02
Truist Financial Corp
DECREASED16,57422,549-5,975-26%$387.2K$298.7K-$88.5K2026-10-30
Kavar Capital Partners Group, LLC
NEW16,380—+16,380——$295.2K—2026-11-06
ProShare Advisors LLC
DECREASED16,29017,683-1,393-8%$303.6K$293.5K-$10.1K2026-10-29
Prospera Financial Services Inc
NEW16,253—+16,253——$286.6K—2026-11-04
Inspirion Wealth Advisors, LLC
UNCHANGED15,42615,42600%$267.5K$278.0K+$10.5K2026-10-09
First Affirmative Financial Network
NEW15,017—+15,017——$270.6K—2026-10-21
Angeles Wealth Management, LLC
UNCHANGED15,00015,00000%$257.6K$270.3K+$12.8K2026-10-26
Triad Investment Management
UNCHANGED14,08014,08000%$241.8K$253.7K+$12.0K2026-10-13
Farther Finance Advisors, LLC
DECREASED13,92816,702-2,774-17%$286.8K$251.0K-$35.8K2026-10-08
Natixis
INCREASED13,51213,158+354+3%$225.9K$243.5K+$17.6K2026-11-06
Core Wealth Partners LLC
INCREASED13,36511,668+1,697+15%$200.3K$240.8K+$40.5K2026-11-02
Parallel Advisors, LLC
DECREASED13,32414,836-1,512-10%$254.7K$240.1K-$14.6K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED13,20117,443-4,242-24%$299.5K$237.9K-$61.6K2026-11-04
Commerce Advisors, LLC
UNCHANGED12,38712,38700%$212.7K$223.2K+$10.5K2026-10-19
Mallini Complete Financial Planning LLC
DECREASED12,28614,416-2,130-15%$247.5K$221.4K-$26.1K2026-10-06
Principle Wealth Partners LLC
INCREASED11,56411,309+255+2%$194.2K$208.4K+$14.2K2026-11-02
Indivisible Partners
DECREASED11,26911,535-266-2%$198.1K$203.1K+$5.0K2026-10-26
Summit Securities Group LLC
NEW11,235—+11,235——$202.5K—2026-11-05
Bank of New York Mellon Corp
DECREASED11,03611,115-79-1%$190.9K$198.9K+$8.0K2026-11-05
Oppenheimer & Co Inc
DECREASED10,94411,238-294-3%$193.0K$197.2K+$4.3K2026-10-26
Apollon Wealth Management, LLC
NEW10,013—+10,013——$180.4K—2026-10-23
Signaturefd, LLC
INCREASED7,705652+7,053+1082%$11.2K$138.8K+$127.6K2026-10-23
North Star Investment Management Corp.
UNCHANGED6,0176,01700%$103.3K$108.4K+$5.1K2026-10-27
State of Alaska, Department of Revenue
DECREASED3,8574,529-672-15%$77.0K$69-$76.9K2026-10-15
Union Bancaire Privee, UBP SA
UNCHANGED3,4823,48200%$9.5M$9.9M+$423.2K2026-11-04
Burk Holdings LLC
UNCHANGED2,9522,95200%$50.7K$53.2K+$2.5K2026-11-05
Latitude Advisors, LLC
NEW2,164—+2,164——$39.0K—2026-10-27
MTM Investment Management, LLC
UNCHANGED2,0402,04000%$35.0K$36.8K+$1.7K2026-10-30
EverSource Wealth Advisors, LLC
DECREASED1,5911,842-251-14%$31.6K$28.7K-$3.0K2026-11-04
Larson Financial Group LLC
INCREASED1,164360+804+223%$6.2K$21.0K+$14.8K2026-11-05
Triumph Capital Management
UNCHANGED1,1101,11000%$19.1K$20.0K+$9432026-10-14
First Community Trust NA
UNCHANGED1,0401,04000%$17.9K$18.7K+$8842026-10-07
Community Bank, N.A.
UNCHANGED1,0001,00000%$17.2K$18.0K+$8602026-11-06
Rossby Financial, LCC
INCREASED973397+576+145%$6.8K$17.5K+$10.7K2026-11-05
Trust Co of Vermont
UNCHANGED90090000%$15.5K$16.2K+$7652026-10-21
BI Asset Management Fondsmaeglerselskab A/S
INCREASED746728+18+2%$12$13+$12026-10-22
Hilltop National Bank
UNCHANGED68468400%$11.7K$12.3K+$5822026-10-14
Private Trust Co NA
UNCHANGED60060000%$10.3K$10.8K+$5102026-10-20
Valley National Advisers Inc
UNCHANGED50050000%$8.6K$9.0K+$4252026-10-23
Blume Capital Management, Inc.
UNCHANGED45045000%$7.7K$8.1K+$3822026-10-26
Signature Equity Partners, LLC
NEW370—+370——$6.7K—2026-10-29
Harbor Investment Advisory, LLC
INCREASED246241+5+2%$4.1K$4.4K+$3042026-10-13
Buck Wealth Strategies, LLC
INCREASED170166+4+2%$2.9K$3.1K+$2192026-10-28
Hilton Head Capital Partners, LLC
INCREASED123120+3+3%$2.1K$2.2K+$1522026-10-23
Citigroup Inc
NEW114—+114——$2.1K—2026-11-04
Provenance Wealth Advisors, LLC
UNCHANGED10010000%$1.7K$1.8K+$852026-10-30
Advantage Trust Co
UNCHANGED10010000%$1.7K$1.8K+$852026-10-19
Hager Investment Management Services, LLC
INCREASED5958+1+2%$994$1.1K+$742026-11-04
SJS Investment Consulting Inc.
INCREASED4746+1+2%$792$850+$582026-10-26
Fifth Third Bancorp
UNCHANGED252500%$429$451+$222026-11-05
Allworth Financial LP
INCREASED2314+9+64%$241$395+$1542026-11-06
TD Private Client Wealth LLC
NEW0—0——$0—2026-10-28
MGO One Seven LLC
CLOSED0343,844-343,844-100%$5.9M$0-$5.9M2026-10-28
Clearstead Advisors, LLC
CLOSED018,463-18,463-100%$317.0K$0-$317.0K2026-11-06
Register Financial Advisors LLC
CLOSED09,146-9,146-100%$157.0K$0-$157.0K2026-10-23
International Assets Investment Management, LLC
CLOSED0644-644-100%$11.2K$0-$11.2K2026-11-02
AdvisorNet Financial, Inc
CLOSED0600-600-100%$10.3K$0-$10.3K2026-10-15
Westside Investment Management, Inc.
CLOSED0572-572-100%$9.8K$0-$9.8K2026-11-02
UMB Bank, n.a.
CLOSED0158-158-100%$2.7K$0-$2.7K2026-11-06
JFS Wealth Advisors, LLC
CLOSED069-69-100%$1.2K$0-$1.2K2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED015-15-100%$258$0-$2582026-10-29
Sixth Street Partners Management Company, L.P.
N/A—2,714,226-2,714,226-100%$46.6M———
Progeny 3, Inc.
N/A—2,476,398-2,476,398-100%$42.5M———
UBS Group AG
N/A—2,373,275-2,373,275-100%$40.7M———
Van Eck Associates Corp
N/A—2,366,266-2,366,266-100%$40.6M———
Omers Administration Corp
N/A—2,012,327-2,012,327-100%$34.6M———
Ares Management LLC
N/A—1,404,779-1,404,779-100%$24.1M———
Wells Fargo & Company
N/A—1,316,091-1,316,091-100%$22.6M———
Cerity Partners LLC
N/A—1,207,716-1,207,716-100%$20.7M———
Callodine Capital Management, LP
N/A—1,176,080-1,176,080-100%$20.2M———
Morgan Stanley
N/A—1,069,572-1,069,572-100%$18.4M———
Rivernorth Capital Management, LLC
N/A—969,599-969,599-100%$16.6M———
Advisors Capital Management, LLC
N/A—864,107-864,107-100%$14.8M———
Legal & General Group Plc
N/A—787,794-787,794-100%$13.5M———
Bank of America Corp
N/A—764,474-764,474-100%$13.1M———
Raymond James Financial Inc
N/A—736,813-736,813-100%$12.7M———
Franklin Resources Inc
N/A—719,709-719,709-100%$12.4M———
SCS Capital Management LLC
N/A—692,199-692,199-100%$11.9M———
Pathstone Holdings, LLC
N/A—672,162-672,162-100%$11.5M———
Goldman Sachs Group Inc
N/A—624,772-624,772-100%$10.7M———
JPMorgan Chase & Co
N/A—507,514-507,514-100%$8.7M———
Cresset Asset Management, LLC
N/A—501,191-501,191-100%$8.6M———
Neuberger Berman Group LLC
N/A—496,166-496,166-100%$8.5M———
Melia Wealth LLC
N/A—486,337-486,337-100%$8.4M———
BlackRock, Inc.
N/A—435,903-435,903-100%$7.5M———
National Philanthropic Trust
N/A—351,000-351,000-100%$6.0M———
Altshuler Shaham Ltd
N/A—301,460-301,460-100%$5.2M———
Janney Montgomery Scott LLC
N/A—269,078-269,078-100%$4.6M———
Qube Research & Technologies Ltd
N/A—224,404-224,404-100%$3.9M———
Advisors Asset Management, Inc.
N/A—210,833-210,833-100%$3.6M———
Stifel Financial Corp
N/A—207,043-207,043-100%$3.6M———
Lighthouse Investment Partners, LLC
N/A—203,539-203,539-100%$3.5M———
Truvestments Capital LLC
N/A—185,157-185,157-100%$3.2M———
Parkwood LLC
N/A—184,819-184,819-100%$3.2M———
Canada Life Assurance Co
N/A—175,800-175,800-100%$3.0M———
Texas Capital Bank Wealth Management Services Inc
N/A—175,700-175,700-100%$3.0M———
Naviter Wealth, LLC
N/A—151,189-151,189-100%$2.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—150,572-150,572-100%$2.6M———
Clayton Partners LLC
N/A—150,280-150,280-100%$2.6M———
Lazard Asset Management LLC
N/A—149,679-149,679-100%$2.6M———
Waterloo Capital, L.P.
N/A—144,406-144,406-100%$2.5M———
Atom Investors LP
N/A—144,339-144,339-100%$2.5M———
IHT Wealth Management, LLC
N/A—142,870-142,870-100%$2.5M———
Denali Advisors LLC
N/A—139,187-139,187-100%$2.4M———
Benjamin Edwards Inc
N/A—138,093-138,093-100%$2.4M———
Argent Trust Co
N/A—135,564-135,564-100%$2.3M———
State Street Corp
N/A—135,070-135,070-100%$2.3M———
Delphi Financial Group, Inc.
N/A—116,141-116,141-100%$2.0M———
Two Sigma Investments, LP
N/A—112,859-112,859-100%$1.9M———
Ameriprise Financial Inc
N/A—106,445-106,445-100%$1.8M———
Ilex Capital Partners (UK) LLP
N/A—105,198-105,198-100%$1.8M———
Envestnet Asset Management Inc
N/A—101,008-101,008-100%$1.7M———
BNP Paribas Financial Markets
N/A—100,911-100,911-100%$1.7M———
AE Wealth Management LLC
N/A—98,204-98,204-100%$1.7M———
Royal Bank of Canada
N/A—83,811-83,811-100%$1.4M———
HRT Financial LP
N/A—70,164-70,164-100%$1.2M———
Cetera Investment Advisers
N/A—68,660-68,660-100%$1.2M———
D. E. Shaw & Co., Inc.
N/A—68,649-68,649-100%$1.2M———
Osaic Holdings, Inc.
N/A—54,757-54,757-100%$940.2K———
Savvy Advisors, Inc.
N/A—54,584-54,584-100%$937.2K———
Tidal Investments LLC
N/A—53,219-53,219-100%$913.8K———
Main Street Financial Solutions, LLC
N/A—51,308-51,308-100%$881.0K———
Brown Advisory Inc
N/A—46,502-46,502-100%$798.4K———
Ehrenkranz Partners L.P.
N/A—43,015-43,015-100%$738.6K———
Park Circle Co
N/A—40,145-40,145-100%$689.7K———
Rockefeller Capital Management L.P.
N/A—39,294-39,294-100%$674.7K———
Northern Trust Corp
N/A—36,587-36,587-100%$628.2K———
Essex Financial Services, Inc.
N/A—36,232-36,232-100%$622.1K———
Foundations Investment Advisors, LLC
N/A—34,836-34,836-100%$598.1K———
HighTower Advisors, LLC
N/A—34,255-34,255-100%$588.2K———
Guggenheim Capital LLC
N/A—34,255-34,255-100%$588.2K———
Squarepoint Ops LLC
N/A—33,629-33,629-100%$577.4K———
&partners
N/A—33,482-33,482-100%$574.9K———
Focus Partners Advisor Solutions, LLC
N/A—33,218-33,218-100%$570.4K———
Dakota Wealth Management
N/A—32,990-32,990-100%$566.4K———
Invesco Ltd.
N/A—32,044-32,044-100%$550.2K———
Pallas Capital Advisors LLC
N/A—30,881-30,881-100%$530.2K———
Dearborn Partners LLC
N/A—28,579-28,579-100%$490.7K———
Ethos Financial Group, LLC
N/A—27,097-27,097-100%$465.3K———
Mercer Global Advisors Inc
N/A—26,373-26,373-100%$452.8K———
Citadel Advisors LLC
N/A—23,639-23,639-100%$405.9K———
IFG Advisory, LLC
N/A—22,598-22,598-100%$388.0K———
Virtus Investment Advisers, LLC
N/A—22,230-22,230-100%$381.7K———
MAI Capital Management
N/A—21,564-21,564-100%$370.3K———
Kovack Advisors, Inc.
N/A—21,328-21,328-100%$366.2K———
Mutual Advisors, LLC
N/A—20,800-20,800-100%$357.1K———
Beacon Pointe Advisors, LLC
N/A—19,616-19,616-100%$336.8K———
Integrated Wealth Concepts LLC
N/A—19,125-19,125-100%$328.4K———
Quantinno Capital Management LP
N/A—18,547-18,547-100%$318.5K———
Cofg Advisors, LLC
N/A—18,509-18,509-100%$317.8K———
Sargent Investment Group, LLC
N/A—18,400-18,400-100%$315.9K———
Sanctuary Advisors, LLC
N/A—17,019-17,019-100%$292.2K———
Captrust Financial Advisors
N/A—16,735-16,735-100%$287.3K———
DRW Securities, LLC
N/A—16,459-16,459-100%$282.6K———
Mariner, LLC
N/A—16,405-16,405-100%$281.7K———
Caprock Group, LLC
N/A—16,384-16,384-100%$281.3K———
Moneta Group Investment Advisors LLC
N/A—16,088-16,088-100%$276.2K———
Balyasny Asset Management L.P.
N/A—15,958-15,958-100%$274.0K———
Heritage Trust Co
N/A—15,889-15,889-100%$272.8K———
Whalerock Point Partners, LLC
N/A—15,507-15,507-100%$266.3K———
Price T Rowe Associates Inc
N/A—15,297-15,297-100%$229.0K———
Pasadena Private Wealth, LLC
N/A—14,789-14,789-100%$253.9K———
Calydon Capital
N/A—13,945-13,945-100%$239.4K———
Summit Financial, LLC
N/A—13,763-13,763-100%$236.3K———
Osbon Capital Management LLC
N/A—13,489-13,489-100%$231.6K———
Stratos Wealth Partners, Ltd.
N/A—13,165-13,165-100%$226.0K———
NewEdge Advisors, LLC
N/A—13,142-13,142-100%$225.6K———
Westmount Partners, LLC
N/A—13,030-13,030-100%$223.7K———
Greenland Capital Management LP
N/A—13,000-13,000-100%$223.2K———
MML Investors Services, LLC
N/A—12,616-12,616-100%$216.6K———
Texas Yale Capital Corp.
N/A—11,876-11,876-100%$203.9K———
Sequoia Financial Advisors, LLC
N/A—11,673-11,673-100%$200.4K———
Laird Norton Wetherby Trust Company, LLC
N/A—11,467-11,467-100%$196.9K———
Susquehanna International Group, LLP
N/A—10,262-10,262-100%$176.2K———
CAZ Investments LP
N/A—10,000-10,000-100%$171.7K———
Arax Advisory Partners
N/A—10,000-10,000-100%$171.7K———
Global Retirement Partners, LLC
N/A—8,068-8,068-100%$138.5K———
Steward Partners Investment Advisory, LLC
N/A—6,953-6,953-100%$119.4K———
FMR LLC
N/A—6,366-6,366-100%$109.3K———
Northwestern Mutual Wealth Management Co
N/A—5,568-5,568-100%$95.6K———
Vaughan Nelson Investment Management, L.P.
N/A—5,350-5,350-100%$91.9K———
Frazier Financial Advisors, LLC
N/A—4,814-4,814-100%$82.7K———
Federation des caisses Desjardins du Quebec
N/A—4,000-4,000-100%$68.7K———
Harbour Investments, Inc.
N/A—3,229-3,229-100%$55.4K———
BFC Planning, Inc.
N/A—3,180-3,180-100%$54.6K———
Bank of the Bluegrass & Trust Co.
N/A—2,426-2,426-100%$43.7K———
Jones Financial Companies Lllp
N/A—2,140-2,140-100%$36.1K———
Group One Trading LLC
N/A—2,019-2,019-100%$34.7K———
Aquatic Capital Management LLC
N/A—1,747-1,747-100%$30.0K———
Geneos Wealth Management Inc.
N/A—1,525-1,525-100%$26.2K———
Quantum Portfolio Management LLC
N/A—1,488-1,488-100%$25.5K———
UBS Asset Management Americas LLC
N/A—1,000-1,000-100%$17.2K———
Fiduciary Financial Advisors
N/A—477-477-100%$8.2K———
Atlantic Union Bankshares Corp
N/A—400-400-100%$6.9K———
Delta Asset Management LLC
N/A—210-210-100%$3.6K———
Brown Brothers Harriman & Co
N/A—100-100-100%$1.7K———
Glen Eagle Advisors, LLC
N/A—100-100-100%$1.7K———
Bessemer Group Inc
N/A—100-100-100%$2———
Smartleaf Asset Management LLC
N/A—3-3-100%$51———
National Bank of Canada
N/A—3-3-100%$51———
Huntington National Bank
N/A—1-1-100%$17———
Danske Bank A/S
N/A—1-1-100%$17———
Showing 255 of 255 institutions