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Tri-Continental Corp (TY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blue Bell Private Wealth Management, LLC
DECREASED
Shares423,593 from 429,902
Change-6,309 (-1%)
Value$14.5M (-$251.0K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED
Shares416,728 from 445,614
Change-28,886 (-6%)
Value$14.3M (-$1.0M)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares159,167 from 156,550
Change+2,617 (+2%)
Value$5.5M (+$77.3K)
Filed 2026-10-13
Uncommon Cents Investing Inc
DECREASED
Shares158,731 from 159,026
Change-295 (0%)
Value$5.5M (-$22.9K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
INCREASED
Shares92,543 from 90,360
Change+2,183 (+2%)
Value$3.2M (+$67.7K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares91,686 from 80,682
Change+11,004 (+14%)
Value$3.2M (+$296.2K)
Filed 2026-10-13
Shaker Financial Services, LLC
NEW
Shares86,983
Change+86,983
Value$3.0M
Filed 2026-10-14
Altium Capital Management LLC
UNCHANGED
Shares86,458 from 86,458
Change0 (0%)
Value$3.0M (-$6.9K)
Filed 2026-11-04
Platform Technology Partners
UNCHANGED
Shares68,034 from 68,034
Change0 (0%)
Value$2.3M (-$5.4K)
Filed 2026-11-02
Stolper Co
DECREASED
Shares63,449 from 65,324
Change-1,875 (-3%)
Value$2.2K (-$69)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares60,507 from 66,669
Change-6,162 (-9%)
Value$2.1M (-$216.9K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares52,800 from 51,920
Change+880 (+2%)
Value$1.8M (+$26.0K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares43,888 from 43,989
Change-101 (0%)
Value$1.5K (-$1.5M)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
NEW
Shares38,406
Change+38,406
Value$1.3M
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares30,452 from 32,677
Change-2,225 (-7%)
Value$1.0M (-$79.0K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares30,184 from 26,383
Change+3,801 (+14%)
Value$1.0M (+$128.4K)
Filed 2026-11-02
Thrivent Financial for Lutherans
UNCHANGED
Shares29,889 from 29,889
Change0 (0%)
Value$1.0K (-$1.0M)
Filed 2026-11-05
Uhlmann Price Securities, LLC
INCREASED
Shares29,059 from 10,425
Change+18,634 (+179%)
Value$997.9K (+$639.1K)
Filed 2026-11-03
Altus Wealth Group LLC
DECREASED
Shares29,014 from 29,314
Change-300 (-1%)
Value$996.3K (-$12.6K)
Filed 2026-10-20
Albion Financial Group
DECREASED
Shares28,852 from 29,946
Change-1,094 (-4%)
Value$990.8K (-$40.0K)
Filed 2026-10-21
Whitener Capital Management, Inc.
DECREASED
Shares28,121 from 31,386
Change-3,265 (-10%)
Value$965.7K (-$114.6K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares27,877 from 29,426
Change-1,549 (-5%)
Value$957.3K (-$55.5K)
Filed 2026-10-28
Procyon Advisors, LLC
NEW
Shares22,142
Change+22,142
Value$760.4K
Filed 2026-10-21
Savant Capital, LLC
INCREASED
Shares21,835 from 9,319
Change+12,516 (+134%)
Value$749.8K (+$438.5K)
Filed 2026-11-06
Kirr Marbach & Co LLC
UNCHANGED
Shares19,882 from 19,882
Change0 (0%)
Value$682.7K (-$1.6K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares15,492 from 7,767
Change+7,725 (+99%)
Value$532.0K (+$264.6K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares15,448 from 18,105
Change-2,657 (-15%)
Value$530.5K (-$92.7K)
Filed 2026-11-06
Successful Portfolios LLC
DECREASED
Shares14,641 from 15,389
Change-748 (-5%)
Value$500.8K (-$45.5K)
Filed 2026-10-09
MSH Capital Advisors LLC
UNCHANGED
Shares12,719 from 12,719
Change0 (0%)
Value$436.8K (-$1.0K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares12,471 from 12,466
Change+5 (+0%)
Value$428.2K (-$823)
Filed 2026-11-05
Cora Capital Advisors LLC
UNCHANGED
Shares12,165 from 12,165
Change0 (0%)
Value$417.7K (-$973)
Filed 2026-11-02
Tandem Capital Management Corp
INCREASED
Shares11,065 from 8,300
Change+2,765 (+33%)
Value$380.0K (+$94.3K)
Filed 2026-10-22
Nations Financial Group Inc,
UNCHANGED
Shares11,006 from 11,006
Change0 (0%)
Value$378.0K (-$881)
Filed 2026-11-05
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares10,326 from 10,326
Change0 (0%)
Value$354.6K (-$826)
Filed 2026-11-03
Koshinski Asset Management, Inc.
UNCHANGED
Shares10,199 from 10,199
Change0 (0%)
Value$350.2K (-$816)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares10,054 from 10,051
Change+3 (+0%)
Value$345.3K (-$701)
Filed 2026-10-26
Meridian Investment Counsel Inc.
UNCHANGED
Shares9,755 from 9,755
Change0 (0%)
Value$335.0K (-$780)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares9,266 from 9,266
Change0 (0%)
Value$318.2K (-$742)
Filed 2026-10-05
R2 Capital Strategies, LLC
INCREASED
Shares9,144 from 9,067
Change+77 (+1%)
Value$314.0K (+$1.9K)
Filed 2026-10-15
Unify Financial Advisors
UNCHANGED
Shares8,044 from 8,044
Change0 (0%)
Value$276.2K (-$643)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
NEW
Shares6,877
Change+6,877
Value$236.2K
Filed 2026-11-05
Worth Asset Management, LLC
NEW
Shares6,703
Change+6,703
Value$230.2K
Filed 2026-10-07
Mezzasalma Advisors, LLC
INCREASED
Shares6,496 from 6,444
Change+52 (+1%)
Value$223.1K (+$1.3K)
Filed 2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares6,272 from 6,272
Change0 (0%)
Value$215.4K (-$502)
Filed 2026-10-27
Pinnacle Associates LTD
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$206.0K (-$480)
Filed 2026-10-20
Mascagni Wealth Management, Inc.
UNCHANGED
Shares5,993 from 5,993
Change0 (0%)
Value$205.8K (-$479)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares5,433 from 5,838
Change-405 (-7%)
Value$186.6K (-$14.4K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$176.9K (-$412)
Filed 2026-10-16
Citigroup Inc
UNCHANGED
Shares3,295 from 3,295
Change0 (0%)
Value$113.2K (-$264)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares3,098 from 3,098
Change0 (0%)
Value$106.4K (-$248)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,767 from 2,767
Change0 (0%)
Value$95.0K (-$222)
Filed 2026-10-15
Atwood & Palmer Inc
UNCHANGED
Shares2,726 from 2,726
Change0 (0%)
Value$93.6K (-$218)
Filed 2026-10-08
Clearstead Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$85.9K (-$200)
Filed 2026-11-06
Bayban
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$79.5K ($0)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$70.1K (-$163)
Filed 2026-11-03
Advocate Investing Services LLC
UNCHANGED
Shares1,673 from 1,673
Change0 (0%)
Value$57.4K (-$134)
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$47.2K (-$110)
Filed 2026-10-30
Madden Securities Corp
NEW
Shares1,350
Change+1,350
Value$46.4K
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares1,178 from 1,173
Change+5 (+0%)
Value$40.5K (+$86)
Filed 2026-10-09
United Financial Planning Group LLC
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$35.8K (-$84)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$34.1K (-$80)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$32.3K (-$76)
Filed 2026-11-03
Hanson & Doremus Investment Management
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$32 (-$32.0K)
Filed 2026-10-16
CX Institutional
INCREASED
Shares796 from 616
Change+180 (+29%)
Value$27 (+$6)
Filed 2026-10-02
Hilltop National Bank
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$12.7K (-$29)
Filed 2026-10-14
Buck Wealth Strategies, LLC
INCREASED
Shares300 from 297
Change+3 (+1%)
Value$10.3K (+$63)
Filed 2026-10-28
West Branch Capital LLC
NEW
Shares239
Change+239
Value$8.2K
Filed 2026-10-20
SJS Investment Consulting Inc.
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$7.9K (-$19)
Filed 2026-10-26
First Pacific Financial
INCREASED
Shares220 from 218
Change+2 (+1%)
Value$7.5K (+$46)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares196 from 232
Change-36 (-16%)
Value$6.7K (-$1.3K)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$6.2K (-$15)
Filed 2026-10-16
Center for Financial Planning, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$858 (-$3)
Filed 2026-10-26
First Premier Bank
CLOSED
Shares0 from 16,574
Change-16,574 (-100%)
Value$0 (-$570)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 7,440
Change-7,440 (-100%)
Value$0 (-$258.9K)
Filed 2026-11-02
Prentiss Smith & Co Inc
CLOSED
Shares0 from 6,400
Change-6,400 (-100%)
Value$0 (-$220.3K)
Filed 2026-10-27
First Command Advisory Services, Inc.
CLOSED
Shares0 from 4,766
Change-4,766 (-100%)
Value$0 (-$164.0K)
Filed 2026-11-05
NBT Bank, N.A.
CLOSED
Shares0 from 1,481
Change-1,481 (-100%)
Value$0 (-$51.0K)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,314
Change-1,314 (-100%)
Value$0 (-$45.2K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$31.0K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-23
Saba Capital Management, L.P.A
N/A
Shares— from 689,725
Change-689,725 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 671,046
Change-671,046 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 543,357
Change-543,357 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 249,337
Change-249,337 (-100%)
Value—
UBS Group AG
N/A
Shares— from 226,335
Change-226,335 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 187,432
Change-187,432 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 163,808
Change-163,808 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 155,211
Change-155,211 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 147,471
Change-147,471 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 127,904
Change-127,904 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 111,679
Change-111,679 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 103,544
Change-103,544 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 91,759
Change-91,759 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 83,694
Change-83,694 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 75,513
Change-75,513 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 75,065
Change-75,065 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 61,076
Change-61,076 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 57,423
Change-57,423 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 55,935
Change-55,935 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 50,968
Change-50,968 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 47,553
Change-47,553 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 41,186
Change-41,186 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 40,036
Change-40,036 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 38,960
Change-38,960 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 29,663
Change-29,663 (-100%)
Value—
&partners
N/A
Shares— from 25,598
Change-25,598 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 24,609
Change-24,609 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 24,416
Change-24,416 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 22,782
Change-22,782 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 20,465
Change-20,465 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,857
Change-18,857 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 18,125
Change-18,125 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 17,846
Change-17,846 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,810
Change-17,810 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 17,696
Change-17,696 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 16,592
Change-16,592 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 15,973
Change-15,973 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,910
Change-15,910 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,551
Change-15,551 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,153
Change-14,153 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,688
Change-13,688 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 13,091
Change-13,091 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,748
Change-12,748 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,664
Change-12,664 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 12,611
Change-12,611 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 11,272
Change-11,272 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,068
Change-11,068 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 10,847
Change-10,847 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,144
Change-10,144 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 9,876
Change-9,876 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,673
Change-8,673 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,392
Change-8,392 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 6,987
Change-6,987 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,286
Change-6,286 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 331
Change-331 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Status
Blue Bell Private Wealth Management, LLC
DECREASED423,593429,902-6,309-1%$14.8M$14.5M-$251.0K2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED416,728445,614-28,886-6%$15.3M$14.3M-$1.0M2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED159,167156,550+2,617+2%$5.4M$5.5M+$77.3K2026-10-13
Uncommon Cents Investing Inc
DECREASED158,731159,026-2950%$5.5M$5.5M-$22.9K2026-10-20
1620 Investment Advisors, Inc.
INCREASED92,54390,360+2,183+2%$3.1M$3.2M+$67.7K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED91,68680,682+11,004+14%$2.9M$3.2M+$296.2K2026-10-13
Shaker Financial Services, LLC
NEW86,983—+86,983——$3.0M—2026-10-14
Altium Capital Management LLC
UNCHANGED86,45886,45800%$3.0M$3.0M-$6.9K2026-11-04
Platform Technology Partners
UNCHANGED68,03468,03400%$2.3M$2.3M-$5.4K2026-11-02
Stolper Co
DECREASED63,44965,324-1,875-3%$2.2K$2.2K-$692026-10-13
D.A. Davidson & Co.
DECREASED60,50766,669-6,162-9%$2.3M$2.1M-$216.9K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED52,80051,920+880+2%$1.8M$1.8M+$26.0K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED43,88843,989-1010%$1.5M$1.5K-$1.5M2026-11-02
Quadrant Private Wealth Management, LLC
NEW38,406—+38,406——$1.3M—2026-11-04
Commonwealth Equity Services, LLC
DECREASED30,45232,677-2,225-7%$1.1M$1.0M-$79.0K2026-11-02
Creative Planning
INCREASED30,18426,383+3,801+14%$908.1K$1.0M+$128.4K2026-11-02
Thrivent Financial for Lutherans
UNCHANGED29,88929,88900%$1.0M$1.0K-$1.0M2026-11-05
Uhlmann Price Securities, LLC
INCREASED29,05910,425+18,634+179%$358.8K$997.9K+$639.1K2026-11-03
Altus Wealth Group LLC
DECREASED29,01429,314-300-1%$1.0M$996.3K-$12.6K2026-10-20
Albion Financial Group
DECREASED28,85229,946-1,094-4%$1.0M$990.8K-$40.0K2026-10-21
Whitener Capital Management, Inc.
DECREASED28,12131,386-3,265-10%$1.1M$965.7K-$114.6K2026-10-15
MGO One Seven LLC
DECREASED27,87729,426-1,549-5%$1.0M$957.3K-$55.5K2026-10-28
Procyon Advisors, LLC
NEW22,142—+22,142——$760.4K—2026-10-21
Savant Capital, LLC
INCREASED21,8359,319+12,516+134%$311.3K$749.8K+$438.5K2026-11-06
Kirr Marbach & Co LLC
UNCHANGED19,88219,88200%$684.3K$682.7K-$1.6K2026-10-20
Kestra Advisory Services, LLC
INCREASED15,4927,767+7,725+99%$267.4K$532.0K+$264.6K2026-11-02
PNC Financial Services Group, Inc.
DECREASED15,44818,105-2,657-15%$623.2K$530.5K-$92.7K2026-11-06
Successful Portfolios LLC
DECREASED14,64115,389-748-5%$546.3K$500.8K-$45.5K2026-10-09
MSH Capital Advisors LLC
UNCHANGED12,71912,71900%$437.8K$436.8K-$1.0K2026-11-03
Joel Isaacson & Co., LLC
INCREASED12,47112,466+5+0%$429.1K$428.2K-$8232026-11-05
Cora Capital Advisors LLC
UNCHANGED12,16512,16500%$418.7K$417.7K-$9732026-11-02
Tandem Capital Management Corp
INCREASED11,0658,300+2,765+33%$285.7K$380.0K+$94.3K2026-10-22
Nations Financial Group Inc,
UNCHANGED11,00611,00600%$378.9K$378.0K-$8812026-11-05
American Institute for Advanced Investment Management, LLP
UNCHANGED10,32610,32600%$355.4K$354.6K-$8262026-11-03
Koshinski Asset Management, Inc.
UNCHANGED10,19910,19900%$351.1K$350.2K-$8162026-10-29
Oppenheimer & Co Inc
INCREASED10,05410,051+3+0%$346.0K$345.3K-$7012026-10-26
Meridian Investment Counsel Inc.
UNCHANGED9,7559,75500%$335.8K$335.0K-$7802026-10-14
Ferguson Wellman Capital Management, Inc
UNCHANGED9,2669,26600%$318.9K$318.2K-$7422026-10-05
R2 Capital Strategies, LLC
INCREASED9,1449,067+77+1%$312.1K$314.0K+$1.9K2026-10-15
Unify Financial Advisors
UNCHANGED8,0448,04400%$276.9K$276.2K-$6432026-11-03
Clear Harbor Asset Management, LLC
NEW6,877—+6,877——$236.2K—2026-11-05
Worth Asset Management, LLC
NEW6,703—+6,703——$230.2K—2026-10-07
Mezzasalma Advisors, LLC
INCREASED6,4966,444+52+1%$221.8K$223.1K+$1.3K2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED6,2726,27200%$215.9K$215.4K-$5022026-10-27
Pinnacle Associates LTD
UNCHANGED6,0006,00000%$206.5K$206.0K-$4802026-10-20
Mascagni Wealth Management, Inc.
UNCHANGED5,9935,99300%$206.3K$205.8K-$4792026-10-23
US Bancorp \de\
DECREASED5,4335,838-405-7%$200.9K$186.6K-$14.4K2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED5,1505,15000%$177.3K$176.9K-$4122026-10-16
Citigroup Inc
UNCHANGED3,2953,29500%$113.4K$113.2K-$2642026-11-04
Central Trust Co
UNCHANGED3,0983,09800%$106.6K$106.4K-$2482026-11-05
GHP Investment Advisors, Inc.
UNCHANGED2,7672,76700%$95.2K$95.0K-$2222026-10-15
Atwood & Palmer Inc
UNCHANGED2,7262,72600%$93.8K$93.6K-$2182026-10-08
Clearstead Advisors, LLC
UNCHANGED2,5002,50000%$86.1K$85.9K-$2002026-11-06
Bayban
UNCHANGED2,3102,31000%$79.5K$79.5K$02026-11-05
Parallel Advisors, LLC
UNCHANGED2,0402,04000%$70.2K$70.1K-$1632026-11-03
Advocate Investing Services LLC
UNCHANGED1,6731,67300%$57.6K$57.4K-$1342026-10-26
Costello Asset Management, Inc
UNCHANGED1,3751,37500%$47.3K$47.2K-$1102026-10-30
Madden Securities Corp
NEW1,350—+1,350——$46.4K—2026-10-27
Armstrong Advisory Group, Inc
INCREASED1,1781,173+5+0%$40.4K$40.5K+$862026-10-09
United Financial Planning Group LLC
UNCHANGED1,0431,04300%$35.9K$35.8K-$842026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED99299200%$34.1K$34.1K-$802026-10-23
Asset Dedication, LLC
UNCHANGED94194100%$32.4K$32.3K-$762026-11-03
Hanson & Doremus Investment Management
UNCHANGED92992900%$32.0K$32-$32.0K2026-10-16
CX Institutional
INCREASED796616+180+29%$21$27+$62026-10-02
Hilltop National Bank
UNCHANGED37037000%$12.7K$12.7K-$292026-10-14
Buck Wealth Strategies, LLC
INCREASED300297+3+1%$10.2K$10.3K+$632026-10-28
West Branch Capital LLC
NEW239—+239——$8.2K—2026-10-20
SJS Investment Consulting Inc.
UNCHANGED23123100%$8.0K$7.9K-$192026-10-26
First Pacific Financial
INCREASED220218+2+1%$7.5K$7.5K+$462026-10-14
Assetmark, Inc
DECREASED196232-36-16%$8.0K$6.7K-$1.3K2026-10-21
IFP Advisors, Inc
UNCHANGED18018000%$6.2K$6.2K-$152026-10-16
Center for Financial Planning, Inc.
UNCHANGED252500%$861$858-$32026-10-26
First Premier Bank
CLOSED016,574-16,574-100%$570$0-$5702026-10-13
International Assets Investment Management, LLC
CLOSED07,440-7,440-100%$258.9K$0-$258.9K2026-11-02
Prentiss Smith & Co Inc
CLOSED06,400-6,400-100%$220.3K$0-$220.3K2026-10-27
First Command Advisory Services, Inc.
CLOSED04,766-4,766-100%$164.0K$0-$164.0K2026-11-05
NBT Bank, N.A.
CLOSED01,481-1,481-100%$51.0K$0-$51.0K2026-10-21
Salem Investment Counselors Inc
CLOSED01,314-1,314-100%$45.2K$0-$45.2K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED0900-900-100%$31.0K$0-$31.0K2026-10-26
Stone House Investment Management, LLC
CLOSED0151-151-100%$5.2K$0-$5.2K2026-10-23
Saba Capital Management, L.P.A
N/A—689,725-689,725-100%$23.7M———
Lazard Asset Management LLC
N/A—671,046-671,046-100%$23.1M———
Morgan Stanley
N/A—543,357-543,357-100%$18.7M———
Raymond James Financial Inc
N/A—249,337-249,337-100%$8.6M———
UBS Group AG
N/A—226,335-226,335-100%$7.8M———
Focus Partners Wealth
N/A—187,432-187,432-100%$6.5M———
UMB Bank, n.a.
N/A—163,808-163,808-100%$5.6M———
Cornerstone Advisory, LLC
N/A—155,211-155,211-100%$5.3M———
Wells Fargo & Company
N/A—147,471-147,471-100%$5.1M———
Osaic Holdings, Inc.
N/A—127,904-127,904-100%$4.4M———
Mariner, LLC
N/A—111,679-111,679-100%$3.8M———
Stifel Financial Corp
N/A—103,544-103,544-100%$3.6M———
LPL Financial LLC
N/A—91,759-91,759-100%$3.2M———
First Trust Advisors LP
N/A—83,694-83,694-100%$2.9M———
Capstone Financial Advisors, Inc.
N/A—75,513-75,513-100%$2.6M———
EP Wealth Advisors, LLC
N/A—75,065-75,065-100%$2.6M———
RB Capital Management, LLC
N/A—61,076-61,076-100%$2.1M———
Evolve Private Wealth, LLC
N/A—57,423-57,423-100%$2.0M———
Pathstone Holdings, LLC
N/A—55,935-55,935-100%$1.9M———
Royal Bank of Canada
N/A—50,968-50,968-100%$1.8M———
Bank of America Corp
N/A—47,553-47,553-100%$1.6M———
Allworth Financial LP
N/A—41,186-41,186-100%$1.4M———
Beckerman Institutional, LLC
N/A—40,036-40,036-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—38,960-38,960-100%$1.3M———
HighTower Advisors, LLC
N/A—29,663-29,663-100%$1.0M———
&partners
N/A—25,598-25,598-100%$881.1K———
Advisors Asset Management, Inc.
N/A—24,609-24,609-100%$847.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—24,416-24,416-100%$840.4K———
Atlas Wealth LLC
N/A—22,782-22,782-100%$784.2K———
Westbourne Investments, Inc.
N/A—20,465-20,465-100%$704.4K———
Cetera Investment Advisers
N/A—18,857-18,857-100%$649.1K———
Foundations Investment Advisors, LLC
N/A—18,125-18,125-100%$623.8K———
Heritage Wealth Advisors
N/A—17,846-17,846-100%$614.3K———
Cerity Partners LLC
N/A—17,810-17,810-100%$613.0K———
Guggenheim Capital LLC
N/A—17,696-17,696-100%$609.1K———
Johnson Investment Counsel Inc
N/A—16,592-16,592-100%$571.1K———
Tower Wealth Partners, Inc.
N/A—15,973-15,973-100%$549.8K———
JPMorgan Chase & Co
N/A—15,910-15,910-100%$556.7K———
Rockefeller Capital Management L.P.
N/A—15,551-15,551-100%$535.3K———
GatePass Capital, LLC
N/A—14,756-14,756-100%$507.9K———
Waverly Advisors, LLC
N/A—14,153-14,153-100%$487.1K———
XTX Topco Ltd
N/A—13,688-13,688-100%$471.1K———
Financial Plan, Inc.
N/A—13,091-13,091-100%$450.6K———
Citadel Advisors LLC
N/A—12,748-12,748-100%$438.8K———
Savvy Advisors, Inc.
N/A—12,664-12,664-100%$435.9K———
Twin Focus Capital Partners, LLC
N/A—12,611-12,611-100%$434.1K———
Level Four Advisory Services, LLC
N/A—11,309-11,309-100%$389.3K———
First Financial Bankshares Inc
N/A—11,272-11,272-100%$388.0K———
Mercer Global Advisors Inc
N/A—11,068-11,068-100%$380.9K———
SEI Investments Co
N/A—10,847-10,847-100%$373.3K———
NorthRock Partners, LLC
N/A—10,447-10,447-100%$359.6K———
Northern Trust Corp
N/A—10,278-10,278-100%$353.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,144-10,144-100%$349.1K———
Engineers Gate Manager LP
N/A—9,876-9,876-100%$339.9K———
Integrated Wealth Concepts LLC
N/A—9,648-9,648-100%$332.1K———
AQR Capital Management LLC
N/A—8,673-8,673-100%$298.5K———
Quantinno Capital Management LP
N/A—8,616-8,616-100%$296.6K———
Private Advisor Group, LLC
N/A—8,392-8,392-100%$288.8K———
Ameriprise Financial Inc
N/A—7,969-7,969-100%$274.3K———
Independent Family Office, LLC
N/A—6,987-6,987-100%$240.5K———
Baird Financial Group, Inc.
N/A—6,630-6,630-100%$228.2K———
BNP Paribas Financial Markets
N/A—6,400-6,400-100%$220.3K———
Moneta Group Investment Advisors LLC
N/A—6,345-6,345-100%$218.4K———
Main Street Financial Solutions, LLC
N/A—6,286-6,286-100%$216.4K———
Choate Investment Advisors
N/A—6,018-6,018-100%$207.1K———
Bradley Foster & Sargent Inc
N/A—5,963-5,963-100%$205.2K———
Quent Capital, LLC
N/A—5,488-5,488-100%$188.9K———
Bessemer Group Inc
N/A—5,073-5,073-100%$175.0K———
Institute for Wealth Management, Llc.
N/A—4,538-4,538-100%$156.2K———
Crews Bank & Trust
N/A—4,434-4,434-100%$152.6K———
Ancora Advisors LLCA
N/A—3,900-3,900-100%$134.2K———
Northwestern Mutual Wealth Management Co
N/A—3,094-3,094-100%$106.5K———
Brown Brothers Harriman & Co
N/A—3,057-3,057-100%$105.2K———
Jones Financial Companies Lllp
N/A—2,639-2,639-100%$91.4K———
Harbour Investments, Inc.
N/A—2,225-2,225-100%$76.6K———
BlackRock, Inc.
N/A—1,562-1,562-100%$53.8K———
Anchor Investment Management, LLC
N/A—1,465-1,465-100%$50.4K———
Fourth Dimension Wealth, LLC
N/A—1,445-1,445-100%$49.8K———
HM Payson & Co
N/A—1,202-1,202-100%$40.9K———
CVA Family Office, LLC
N/A—464-464-100%$16.0K———
SHP Wealth Management
N/A—331-331-100%$11.4K———
Thomas J. Herzfeld Advisors, Inc.
N/A—200-200-100%$6.9K———
NewEdge Advisors, LLC
N/A—139-139-100%$4.8K———
Strategic Investment Solutions, Inc.
N/A—134-134-100%$4.6K———
Showing 164 of 164 institutions