SLR Investment Corp (SLRC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Sound Income Strategies, LLC

INCREASED

Shares1,629,154 from 21,604

Change+1,607,550 (+7441%)

Value$18.7M (+$18.5M)

Filed 2026-10-09

Muzinich & Co., Inc.

INCREASED

Shares545,268 from 544,210

Change+1,058 (+0%)

Value$6.3M (-$412.2K)

Filed 2026-10-22

Condor Capital Management

INCREASED

Shares463,815 from 462,362

Change+1,453 (+0%)

Value$5.4M (-$343.8K)

Filed 2026-11-06

Sumitomo Mitsui Trust Group, Inc.

UNCHANGED

Shares381,476 from 381,476

Change0 (0%)

Value$4.4M (-$297.6K)

Filed 2026-10-29

Clear Harbor Asset Management, LLC

INCREASED

Shares352,545 from 339,975

Change+12,570 (+4%)

Value$4.1M (-$119.5K)

Filed 2026-11-05

Epiq Partners, LLC

DECREASED

Shares343,625 from 349,772

Change-6,147 (-2%)

Value$4.0M (-$344.1K)

Filed 2026-10-07

Commonwealth Equity Services, LLC

DECREASED

Shares335,038 from 360,603

Change-25,565 (-7%)

Value$3.9M (-$577.6K)

Filed 2026-11-02

Y-Intercept (Hong Kong) Ltd

NEW

Shares171,938

Change+171,938

Value$2.0M

Filed 2026-10-16

LPL Financial LLC

DECREASED

Shares155,431 from 162,732

Change-7,301 (-4%)

Value$1.8M (-$211.6K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares124,334 from 183,960

Change-59,626 (-32%)

Value$1.4M (-$834.6K)

Filed 2026-10-13

Rudd Co d/b/a Styre Wealth

NEW

Shares99,151

Change+99,151

Value$1.1M

Filed 2026-10-29

Meridian Investment Counsel Inc.

INCREASED

Shares71,225 from 68,625

Change+2,600 (+4%)

Value$825.5K (-$23.4K)

Filed 2026-10-14

Confluence Investment Management LLC

INCREASED

Shares64,841 from 63,853

Change+988 (+2%)

Value$751.5K (-$38.4K)

Filed 2026-10-01

Wedbush Securities Inc

DECREASED

Shares57,881 from 58,539

Change-658 (-1%)

Value$671 (-$723.3K)

Filed 2026-10-22

Triumph Capital Management

INCREASED

Shares55,758 from 54,814

Change+944 (+2%)

Value$646.2K (-$31.8K)

Filed 2026-10-14

Garner Asset Management Corp

DECREASED

Shares45,463 from 60,832

Change-15,369 (-25%)

Value$510.5K (-$241.9K)

Filed 2026-10-30

MacKenzie Financial Corp

INCREASED

Shares40,623 from 39,400

Change+1,223 (+3%)

Value$470.8K (-$16.6K)

Filed 2026-11-02

Chicago Partners Investment Group LLC

INCREASED

Shares32,303 from 31,897

Change+406 (+1%)

Value$360.8K (-$50.0K)

Filed 2026-10-27

Montag A & Associates Inc

DECREASED

Shares22,804 from 30,713

Change-7,909 (-26%)

Value$264.3K (-$115.6K)

Filed 2026-10-29

Independent Financial Group, LLC

DECREASED

Shares21,079 from 28,066

Change-6,987 (-25%)

Value$244.3K (-$102.9K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares17,546 from 17,461

Change+85 (+0%)

Value$203.4K (-$12.6K)

Filed 2026-10-30

SMH Capital Advisors Inc

INCREASED

Shares16,086 from 15,714

Change+372 (+2%)

Value$186.4K (-$7.9K)

Filed 2026-10-29

Oppenheimer & Co Inc

INCREASED

Shares13,682 from 13,264

Change+418 (+3%)

Value$158.6K (-$5.5K)

Filed 2026-10-26

Park Avenue Securities LLC

NEW

Shares12,954

Change+12,954

Value$150

Filed 2026-10-26

Flagship Harbor Advisors, LLC

DECREASED

Shares12,718 from 19,282

Change-6,564 (-34%)

Value$147.4K (-$91.1K)

Filed 2026-10-26

HB Wealth Management, LLC

UNCHANGED

Shares12,614 from 12,614

Change0 (0%)

Value$146.2K (-$9.8K)

Filed 2026-10-23

Attessa Capital LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$139.1K (-$9.4K)

Filed 2026-10-09

First Affirmative Financial Network

NEW

Shares11,815

Change+11,815

Value$136.9K

Filed 2026-10-21

Samalin Investment Counsel, LLC

DECREASED

Shares11,419 from 19,201

Change-7,782 (-41%)

Value$132.3K (-$105.2K)

Filed 2026-10-23

Fifth Third Bancorp

UNCHANGED

Shares10,974 from 10,974

Change0 (0%)

Value$127.2K (-$8.6K)

Filed 2026-11-05

Smithbridge Asset Management Inc

UNCHANGED

Shares10,800 from 10,800

Change0 (0%)

Value$125.2K (-$8.4K)

Filed 2026-10-19

BI Asset Management Fondsmaeglerselskab A/S

INCREASED

Shares10,446 from 10,176

Change+270 (+3%)

Value$121 (-$125.9K)

Filed 2026-10-22

Abel Hall, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$115.9K (-$7.8K)

Filed 2026-10-19

Allworth Financial LP

UNCHANGED

Shares7,482 from 7,482

Change0 (0%)

Value$92.6K ($0)

Filed 2026-11-06

Catalyst Capital Advisors LLC

UNCHANGED

Shares6,826 from 6,826

Change0 (0%)

Value$79.1K (-$5.3K)

Filed 2026-11-02

UMB Bank, n.a.

INCREASED

Shares5,400 from 600

Change+4,800 (+800%)

Value$62.6K (+$55.2K)

Filed 2026-11-06

Ascentis Independent Advisors

NEW

Shares4,804

Change+4,804

Value$55.7K

Filed 2026-11-03

Greykasell Wealth Strategies, Inc.

UNCHANGED

Shares2,860 from 2,860

Change0 (0%)

Value$33.1K (-$2.2K)

Filed 2026-11-09

N.E.W. Advisory Services LLC

UNCHANGED

Shares2,279 from 2,279

Change0 (0%)

Value$26.4K (-$1.8K)

Filed 2026-11-09

State of Alaska, Department of Revenue

DECREASED

Shares2,058 from 2,501

Change-443 (-18%)

Value$23 (-$7)

Filed 2026-10-15

Kelleher Financial Advisors

DECREASED

Shares1,829 from 3,562

Change-1,733 (-49%)

Value$21.2K (-$22.9K)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares1,125 from 253

Change+872 (+345%)

Value$13.0K (+$9.9K)

Filed 2026-10-08

Burk Holdings LLC

UNCHANGED

Shares1,103 from 1,103

Change0 (0%)

Value$12.8K (-$860)

Filed 2026-11-05

Valley National Advisers Inc

UNCHANGED

Shares673 from 673

Change0 (0%)

Value$7.8K (-$525)

Filed 2026-10-23

Gamma Investing LLC

UNCHANGED

Shares660 from 660

Change0 (0%)

Value$7.6K (-$515)

Filed 2026-10-08

Latitude Advisors, LLC

NEW

Shares526

Change+526

Value$6.1K

Filed 2026-10-27

Harbour Investments, Inc.

INCREASED

Shares511 from 499

Change+12 (+2%)

Value$5.9K (-$249)

Filed 2026-11-09

Simplex Trading, LLC

NEW

Shares400

Change+400

Value$4.6K

Filed 2026-11-04

Hilltop National Bank

UNCHANGED

Shares245 from 245

Change0 (0%)

Value$2.8K (-$191)

Filed 2026-10-14

PNC Financial Services Group, Inc.

UNCHANGED

Shares205 from 205

Change0 (0%)

Value$2.4K (-$160)

Filed 2026-11-06

First Horizon Corp

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.3K (-$156)

Filed 2026-10-26

Key Capital Management, Inc

NEW

Shares110

Change+110

Value$1.3K

Filed 2026-11-03

Acadian Asset Management LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$0 ($0)

Filed 2026-11-09

Danske Bank A/S

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$35 (-$2)

Filed 2026-11-09

Citigroup Inc

NEW

Shares1

Change+1

Value$12

Filed 2026-11-04

Triad Investment Management

CLOSED

Shares0 from 152,053

Change-152,053 (-100%)

Value$0 (-$1.9M)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 22,991

Change-22,991 (-100%)

Value$0 (-$284.0K)

Filed 2026-11-02

StoneX Group Inc.

CLOSED

Shares0 from 14,314

Change-14,314 (-100%)

Value$0 (-$199.2K)

Filed 2026-11-03

Squarepoint Ops LLC

CLOSED

Shares0 from 13,623

Change-13,623 (-100%)

Value$0 (-$168.5K)

Filed 2026-11-09

International Assets Investment Management, LLC

CLOSED

Shares0 from 8,715

Change-8,715 (-100%)

Value$0 (-$108.5K)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$49.5K)

Filed 2026-11-04

Founders Capital Management

CLOSED

Shares0 from 1,140

Change-1,140 (-100%)

Value$0 (-$14.1K)

Filed 2026-10-13

Country Trust Bank

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$7.4K)

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$99)

Filed 2026-10-29

Russell Investments Group, Ltd.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$25)

Filed 2026-11-06

Thornburg Investment Management Inc

N/A

Shares— from 4,708,772

Change-4,708,772 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,247,941

Change-1,247,941 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 1,104,114

Change-1,104,114 (-100%)

Value—

UBS Group AG

N/A

Shares— from 614,510

Change-614,510 (-100%)

Value—

Aristotle Capital Boston, LLC

N/A

Shares— from 613,753

Change-613,753 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 549,089

Change-549,089 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 446,125

Change-446,125 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 366,907

Change-366,907 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 354,452

Change-354,452 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 331,948

Change-331,948 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 264,976

Change-264,976 (-100%)

Value—

Intrepid Family Office LLC

N/A

Shares— from 240,000

Change-240,000 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 232,891

Change-232,891 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 231,903

Change-231,903 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 225,258

Change-225,258 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 203,141

Change-203,141 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 190,034

Change-190,034 (-100%)

Value—

North Ground Capital

N/A

Shares— from 168,000

Change-168,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 167,300

Change-167,300 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 155,715

Change-155,715 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 141,525

Change-141,525 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 128,742

Change-128,742 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 113,038

Change-113,038 (-100%)

Value—

NewGen Asset Management Ltd

N/A

Shares— from 108,983

Change-108,983 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 101,573

Change-101,573 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 97,994

Change-97,994 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 82,175

Change-82,175 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 78,092

Change-78,092 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 68,843

Change-68,843 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 63,871

Change-63,871 (-100%)

Value—

Varcov Co.

N/A

Shares— from 57,346

Change-57,346 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 53,812

Change-53,812 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 51,015

Change-51,015 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 46,875

Change-46,875 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 45,468

Change-45,468 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 42,861

Change-42,861 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 42,008

Change-42,008 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 40,864

Change-40,864 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 39,975

Change-39,975 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 37,240

Change-37,240 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 35,695

Change-35,695 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 34,343

Change-34,343 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 32,762

Change-32,762 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 31,636

Change-31,636 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 30,547

Change-30,547 (-100%)

Value—

Significant Wealth Partners LLC

N/A

Shares— from 29,349

Change-29,349 (-100%)

Value—

Next Capital Management LLC

N/A

Shares— from 27,520

Change-27,520 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 27,461

Change-27,461 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 25,084

Change-25,084 (-100%)

Value—

WJ Financial Advisors LLC

N/A

Shares— from 20,481

Change-20,481 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 19,974

Change-19,974 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 18,149

Change-18,149 (-100%)

Value—

&partners

N/A

Shares— from 14,282

Change-14,282 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 14,141

Change-14,141 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 14,074

Change-14,074 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,571

Change-12,571 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,775

Change-11,775 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,557

Change-10,557 (-100%)

Value—

Black Maple Capital Management LP

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 8,987

Change-8,987 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,806

Change-3,806 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,202

Change-2,202 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,915

Change-1,915 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 1,686

Change-1,686 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,344

Change-1,344 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Westend Capital Management, LLC

N/A

Shares— from 634

Change-634 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Sound Income Strategies, LLC	INCREASED	1,629,154	21,604	+1,607,550	+7441%	$267.2K	$18.7M	+$18.5M	2026-10-09
Muzinich & Co., Inc.	INCREASED	545,268	544,210	+1,058	+0%	$6.7M	$6.3M	-$412.2K	2026-10-22
Condor Capital Management	INCREASED	463,815	462,362	+1,453	+0%	$5.7M	$5.4M	-$343.8K	2026-11-06
Sumitomo Mitsui Trust Group, Inc.	UNCHANGED	381,476	381,476	0	0%	$4.7M	$4.4M	-$297.6K	2026-10-29
Clear Harbor Asset Management, LLC	INCREASED	352,545	339,975	+12,570	+4%	$4.2M	$4.1M	-$119.5K	2026-11-05
Epiq Partners, LLC	DECREASED	343,625	349,772	-6,147	-2%	$4.3M	$4.0M	-$344.1K	2026-10-07
Commonwealth Equity Services, LLC	DECREASED	335,038	360,603	-25,565	-7%	$4.5M	$3.9M	-$577.6K	2026-11-02
Y-Intercept (Hong Kong) Ltd	NEW	171,938	—	+171,938	—	—	$2.0M	—	2026-10-16
LPL Financial LLC	DECREASED	155,431	162,732	-7,301	-4%	$2.0M	$1.8M	-$211.6K	2026-11-06
Hennion & Walsh Asset Management, Inc.	DECREASED	124,334	183,960	-59,626	-32%	$2.3M	$1.4M	-$834.6K	2026-10-13
Rudd Co d/b/a Styre Wealth	NEW	99,151	—	+99,151	—	—	$1.1M	—	2026-10-29
Meridian Investment Counsel Inc.	INCREASED	71,225	68,625	+2,600	+4%	$848.9K	$825.5K	-$23.4K	2026-10-14
Confluence Investment Management LLC	INCREASED	64,841	63,853	+988	+2%	$789.9K	$751.5K	-$38.4K	2026-10-01
Wedbush Securities Inc	DECREASED	57,881	58,539	-658	-1%	$724.0K	$671	-$723.3K	2026-10-22
Triumph Capital Management	INCREASED	55,758	54,814	+944	+2%	$678.0K	$646.2K	-$31.8K	2026-10-14
Garner Asset Management Corp	DECREASED	45,463	60,832	-15,369	-25%	$752.5K	$510.5K	-$241.9K	2026-10-30
MacKenzie Financial Corp	INCREASED	40,623	39,400	+1,223	+3%	$487.4K	$470.8K	-$16.6K	2026-11-02
Chicago Partners Investment Group LLC	INCREASED	32,303	31,897	+406	+1%	$410.8K	$360.8K	-$50.0K	2026-10-27
Montag A & Associates Inc	DECREASED	22,804	30,713	-7,909	-26%	$379.9K	$264.3K	-$115.6K	2026-10-29
Independent Financial Group, LLC	DECREASED	21,079	28,066	-6,987	-25%	$347.2K	$244.3K	-$102.9K	2026-10-13
Truist Financial Corp	INCREASED	17,546	17,461	+85	+0%	$216.0K	$203.4K	-$12.6K	2026-10-30
SMH Capital Advisors Inc	INCREASED	16,086	15,714	+372	+2%	$194.4K	$186.4K	-$7.9K	2026-10-29
Oppenheimer & Co Inc	INCREASED	13,682	13,264	+418	+3%	$164.1K	$158.6K	-$5.5K	2026-10-26
Park Avenue Securities LLC	NEW	12,954	—	+12,954	—	—	$150	—	2026-10-26
Flagship Harbor Advisors, LLC	DECREASED	12,718	19,282	-6,564	-34%	$238.5K	$147.4K	-$91.1K	2026-10-26
HB Wealth Management, LLC	UNCHANGED	12,614	12,614	0	0%	$156.0K	$146.2K	-$9.8K	2026-10-23
Attessa Capital LLC	UNCHANGED	12,000	12,000	0	0%	$148.4K	$139.1K	-$9.4K	2026-10-09
First Affirmative Financial Network	NEW	11,815	—	+11,815	—	—	$136.9K	—	2026-10-21
Samalin Investment Counsel, LLC	DECREASED	11,419	19,201	-7,782	-41%	$237.5K	$132.3K	-$105.2K	2026-10-23
Fifth Third Bancorp	UNCHANGED	10,974	10,974	0	0%	$135.7K	$127.2K	-$8.6K	2026-11-05
Smithbridge Asset Management Inc	UNCHANGED	10,800	10,800	0	0%	$133.6K	$125.2K	-$8.4K	2026-10-19
BI Asset Management Fondsmaeglerselskab A/S	INCREASED	10,446	10,176	+270	+3%	$126.0K	$121	-$125.9K	2026-10-22
Abel Hall, LLC	UNCHANGED	10,000	10,000	0	0%	$123.7K	$115.9K	-$7.8K	2026-10-19
Allworth Financial LP	UNCHANGED	7,482	7,482	0	0%	$92.6K	$92.6K	$0	2026-11-06
Catalyst Capital Advisors LLC	UNCHANGED	6,826	6,826	0	0%	$84.4K	$79.1K	-$5.3K	2026-11-02
UMB Bank, n.a.	INCREASED	5,400	600	+4,800	+800%	$7.4K	$62.6K	+$55.2K	2026-11-06
Ascentis Independent Advisors	NEW	4,804	—	+4,804	—	—	$55.7K	—	2026-11-03
Greykasell Wealth Strategies, Inc.	UNCHANGED	2,860	2,860	0	0%	$35.4K	$33.1K	-$2.2K	2026-11-09
N.E.W. Advisory Services LLC	UNCHANGED	2,279	2,279	0	0%	$28.2K	$26.4K	-$1.8K	2026-11-09
State of Alaska, Department of Revenue	DECREASED	2,058	2,501	-443	-18%	$30	$23	-$7	2026-10-15
Kelleher Financial Advisors	DECREASED	1,829	3,562	-1,733	-49%	$44.1K	$21.2K	-$22.9K	2026-10-30
Farther Finance Advisors, LLC	INCREASED	1,125	253	+872	+345%	$3.1K	$13.0K	+$9.9K	2026-10-08
Burk Holdings LLC	UNCHANGED	1,103	1,103	0	0%	$13.6K	$12.8K	-$860	2026-11-05
Valley National Advisers Inc	UNCHANGED	673	673	0	0%	$8.3K	$7.8K	-$525	2026-10-23
Gamma Investing LLC	UNCHANGED	660	660	0	0%	$8.2K	$7.6K	-$515	2026-10-08
Latitude Advisors, LLC	NEW	526	—	+526	—	—	$6.1K	—	2026-10-27
Harbour Investments, Inc.	INCREASED	511	499	+12	+2%	$6.2K	$5.9K	-$249	2026-11-09
Simplex Trading, LLC	NEW	400	—	+400	—	—	$4.6K	—	2026-11-04
Hilltop National Bank	UNCHANGED	245	245	0	0%	$3.0K	$2.8K	-$191	2026-10-14
PNC Financial Services Group, Inc.	UNCHANGED	205	205	0	0%	$2.5K	$2.4K	-$160	2026-11-06
First Horizon Corp	UNCHANGED	200	200	0	0%	$2.5K	$2.3K	-$156	2026-10-26
Key Capital Management, Inc	NEW	110	—	+110	—	—	$1.3K	—	2026-11-03
Acadian Asset Management LLC	UNCHANGED	19	19	0	0%	$0	$0	$0	2026-11-09
Danske Bank A/S	UNCHANGED	3	3	0	0%	$37	$35	-$2	2026-11-09
Citigroup Inc	NEW	1	—	+1	—	—	$12	—	2026-11-04
Triad Investment Management	CLOSED	0	152,053	-152,053	-100%	$1.9M	$0	-$1.9M	2026-10-13
Cambridge Investment Research Advisors, Inc.	CLOSED	0	22,991	-22,991	-100%	$284.0K	$0	-$284.0K	2026-11-02
StoneX Group Inc.	CLOSED	0	14,314	-14,314	-100%	$199.2K	$0	-$199.2K	2026-11-03
Squarepoint Ops LLC	CLOSED	0	13,623	-13,623	-100%	$168.5K	$0	-$168.5K	2026-11-09
International Assets Investment Management, LLC	CLOSED	0	8,715	-8,715	-100%	$108.5K	$0	-$108.5K	2026-11-02
EverSource Wealth Advisors, LLC	CLOSED	0	4,000	-4,000	-100%	$49.5K	$0	-$49.5K	2026-11-04
Founders Capital Management	CLOSED	0	1,140	-1,140	-100%	$14.1K	$0	-$14.1K	2026-10-13
Country Trust Bank	CLOSED	0	600	-600	-100%	$7.4K	$0	-$7.4K	2026-10-30
Caitong International Asset Management Co., Ltd	CLOSED	0	8	-8	-100%	$99	$0	-$99	2026-10-29
Russell Investments Group, Ltd.	CLOSED	0	2	-2	-100%	$25	$0	-$25	2026-11-06
Thornburg Investment Management Inc	N/A	—	4,708,772	-4,708,772	-100%	$58.2M	—	—	—
JPMorgan Chase & Co	N/A	—	1,247,941	-1,247,941	-100%	$15.6M	—	—	—
Van Eck Associates Corp	N/A	—	1,104,114	-1,104,114	-100%	$13.7M	—	—	—
UBS Group AG	N/A	—	614,510	-614,510	-100%	$7.6M	—	—	—
Aristotle Capital Boston, LLC	N/A	—	613,753	-613,753	-100%	$7.6M	—	—	—
Franklin Resources Inc	N/A	—	549,089	-549,089	-100%	$6.8M	—	—	—
Legal & General Group Plc	N/A	—	446,125	-446,125	-100%	$5.5M	—	—	—
Morgan Stanley	N/A	—	366,907	-366,907	-100%	$4.5M	—	—	—
Ensign Peak Advisors, Inc	N/A	—	354,452	-354,452	-100%	$4.4M	—	—	—
Raymond James Financial Inc	N/A	—	331,948	-331,948	-100%	$4.1M	—	—	—
Trexquant Investment LP	N/A	—	264,976	-264,976	-100%	$3.3M	—	—	—
Intrepid Family Office LLC	N/A	—	240,000	-240,000	-100%	$3.0M	—	—	—
Advisors Asset Management, Inc.	N/A	—	232,891	-232,891	-100%	$2.9M	—	—	—
Royal Bank of Canada	N/A	—	231,903	-231,903	-100%	$2.9M	—	—	—
Two Sigma Investments, LP	N/A	—	225,258	-225,258	-100%	$2.8M	—	—	—
BlackRock, Inc.	N/A	—	203,141	-203,141	-100%	$2.5M	—	—	—
SEI Investments Co	N/A	—	190,034	-190,034	-100%	$2.4M	—	—	—
North Ground Capital	N/A	—	168,000	-168,000	-100%	$2.1M	—	—	—
Bank of America Corp	N/A	—	167,300	-167,300	-100%	$2.1M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	155,715	-155,715	-100%	$1.9M	—	—	—
Ameriprise Financial Inc	N/A	—	141,525	-141,525	-100%	$1.8M	—	—	—
Neuberger Berman Group LLC	N/A	—	128,742	-128,742	-100%	$1.6M	—	—	—
Saba Capital Management, L.P.A	N/A	—	113,038	-113,038	-100%	$1.4M	—	—	—
NewGen Asset Management Ltd	N/A	—	108,983	-108,983	-100%	$1.3M	—	—	—
NewEdge Wealth, LLC	N/A	—	101,573	-101,573	-100%	$1.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	97,994	-97,994	-100%	$1.2M	—	—	—
Denali Advisors LLC	N/A	—	82,175	-82,175	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	78,092	-78,092	-100%	$966.0K	—	—	—
Canada Life Assurance Co	N/A	—	68,843	-68,843	-100%	$849.0K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	63,871	-63,871	-100%	$790.1K	—	—	—
Varcov Co.	N/A	—	57,346	-57,346	-100%	$709.4K	—	—	—
Qube Research & Technologies Ltd	N/A	—	53,812	-53,812	-100%	$665.7K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	51,015	-51,015	-100%	$631.0K	—	—	—
Millennium Management LLC	N/A	—	46,875	-46,875	-100%	$579.8K	—	—	—
Arax Advisory Partners	N/A	—	45,468	-45,468	-100%	$562.5K	—	—	—
Cerity Partners LLC	N/A	—	42,861	-42,861	-100%	$530.2K	—	—	—
Mangrove Partners IM, LLC	N/A	—	42,008	-42,008	-100%	$519.6K	—	—	—
Balyasny Asset Management L.P.	N/A	—	40,864	-40,864	-100%	$505.5K	—	—	—
Curi Capital, LLC	N/A	—	39,975	-39,975	-100%	$494.5K	—	—	—
Cetera Investment Advisers	N/A	—	37,240	-37,240	-100%	$460.7K	—	—	—
Citadel Advisors LLC	N/A	—	35,695	-35,695	-100%	$441.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	34,343	-34,343	-100%	$424.8K	—	—	—
Envestnet Asset Management Inc	N/A	—	32,762	-32,762	-100%	$405.3K	—	—	—
Northern Trust Corp	N/A	—	31,636	-31,636	-100%	$391.3K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	30,547	-30,547	-100%	$377.9K	—	—	—
Significant Wealth Partners LLC	N/A	—	29,349	-29,349	-100%	$363.0K	—	—	—
Next Capital Management LLC	N/A	—	27,520	-27,520	-100%	$340.4K	—	—	—
Brevan Howard Capital Management LP	N/A	—	27,461	-27,461	-100%	$339.7K	—	—	—
Wealthspire Advisors, LLC	N/A	—	25,084	-25,084	-100%	$310.3K	—	—	—
WJ Financial Advisors LLC	N/A	—	20,481	-20,481	-100%	$253.4K	—	—	—
Stifel Financial Corp	N/A	—	19,974	-19,974	-100%	$247.1K	—	—	—
Captrust Financial Advisors	N/A	—	18,149	-18,149	-100%	$224.5K	—	—	—
&partners	N/A	—	14,282	-14,282	-100%	$176.7K	—	—	—
Cofg Advisors, LLC	N/A	—	14,141	-14,141	-100%	$174.9K	—	—	—
Private Advisor Group, LLC	N/A	—	14,074	-14,074	-100%	$174.1K	—	—	—
XTX Topco Ltd	N/A	—	12,571	-12,571	-100%	$155.5K	—	—	—
Mariner, LLC	N/A	—	11,775	-11,775	-100%	$145.7K	—	—	—
Wells Fargo & Company	N/A	—	10,557	-10,557	-100%	$130.6K	—	—	—
Black Maple Capital Management LP	N/A	—	10,000	-10,000	-100%	$123.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	8,987	-8,987	-100%	$111.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,806	-3,806	-100%	$47.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,202	-2,202	-100%	$27.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,915	-1,915	-100%	$23.8K	—	—	—
Nomura Asset Management Co LTD	N/A	—	1,686	-1,686	-100%	$20.9K	—	—	—
BFC Planning, Inc.	N/A	—	1,344	-1,344	-100%	$16.6K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,000	-1,000	-100%	$12.6K	—	—	—
Westend Capital Management, LLC	N/A	—	634	-634	-100%	$7.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	70	-70	-100%	$866	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$12	—	—	—

Showing 134 of 134 institutions