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Western Asset HI Inc Opport (HIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
DECREASED
Shares2,181,217 from 2,329,618
Change-148,401 (-6%)
Value$7.1M (-$1.4M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares998,581 from 969,899
Change+28,682 (+3%)
Value$3.3M (-$275.1K)
Filed 2026-11-06
Rareview Capital LLC
INCREASED
Shares985,715 from 903,653
Change+82,062 (+9%)
Value$3.2M (-$383.1K)
Filed 2026-11-05
UBS Group AG
INCREASED
Shares652,772 from 561,032
Change+91,740 (+16%)
Value$2.1M (+$85.9K)
Filed 2026-11-10
Thrivent Financial for Lutherans
INCREASED
Shares556,735 from 548,932
Change+7,803 (+1%)
Value$1.8K (-$2.0M)
Filed 2026-11-05
Wolverine Asset Management LLC
INCREASED
Shares409,298 from 378,116
Change+31,182 (+8%)
Value$1.3M (-$42.0K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares392,201 from 333,688
Change+58,513 (+18%)
Value$1.3M (+$71.6K)
Filed 2026-10-27
Shaker Financial Services, LLC
DECREASED
Shares319,464 from 642,498
Change-323,034 (-50%)
Value$1.0M (-$1.3M)
Filed 2026-10-14
Absolute Investment Advisers, LLC
DECREASED
Shares307,371 from 372,457
Change-65,086 (-17%)
Value$1.0M (-$353.7K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
INCREASED
Shares291,400 from 285,886
Change+5,514 (+2%)
Value$950.0K (-$90.7K)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares277,095 from 273,827
Change+3,268 (+1%)
Value$903.3K (-$93.4K)
Filed 2026-11-03
Fortis Group Advisors, LLC
INCREASED
Shares230,225 from 206,291
Change+23,934 (+12%)
Value$757.4K (+$6.5K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
NEW
Shares205,384
Change+205,384
Value$669.6K
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares160,074 from 44,676
Change+115,398 (+258%)
Value$522 (-$162.5K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares89,333 from 64,333
Change+25,000 (+39%)
Value$291.2K (+$57.1K)
Filed 2026-10-19
Melfa Wealth Management, Inc.
UNCHANGED
Shares78,950 from 78,950
Change0 (0%)
Value$257.4K (-$30.0K)
Filed 2026-11-06
Truist Financial Corp
UNCHANGED
Shares72,159 from 72,159
Change0 (0%)
Value$235.2K (-$27.4K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares56,753 from 52,351
Change+4,402 (+8%)
Value$185.0K (-$5.5K)
Filed 2026-10-16
Sage Capital Advisors,llc
NEW
Shares52,631
Change+52,631
Value$171.6K
Filed 2026-10-13
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares50,985 from 50,985
Change0 (0%)
Value$166.2K (-$19.4K)
Filed 2026-10-29
Choreo, LLC
DECREASED
Shares44,892 from 50,189
Change-5,297 (-11%)
Value$146.3K (-$36.3K)
Filed 2026-10-28
Global Retirement Partners, LLC
INCREASED
Shares39,857 from 37,877
Change+1,980 (+5%)
Value$129.9K (-$7.9K)
Filed 2026-11-10
Accredited Investor Services, LLC
INCREASED
Shares35,595 from 32,142
Change+3,453 (+11%)
Value$116.0K (-$957)
Filed 2026-10-22
Geneos Wealth Management Inc.
NEW
Shares34,662
Change+34,662
Value$113.0K
Filed 2026-11-09
Clearstead Advisors, LLC
UNCHANGED
Shares34,375 from 34,375
Change0 (0%)
Value$112.1K (-$13.1K)
Filed 2026-11-06
Dudley Capital Management, LLC
UNCHANGED
Shares31,100 from 31,100
Change0 (0%)
Value$101.4K (-$11.8K)
Filed 2026-10-23
Samalin Investment Counsel, LLC
INCREASED
Shares30,659 from 22,879
Change+7,780 (+34%)
Value$99.9K (+$16.7K)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares28,983 from 26,830
Change+2,153 (+8%)
Value$94.5K (-$3.2K)
Filed 2026-11-06
Uncommon Cents Investing Inc
UNCHANGED
Shares26,327 from 26,327
Change0 (0%)
Value$85.8K (-$10.0K)
Filed 2026-10-20
StoneX Group Inc.
NEW
Shares25,272
Change+25,272
Value$85.2K
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares25,129 from 24,344
Change+785 (+3%)
Value$82 (-$88.9K)
Filed 2026-10-26
Corps Capital Advisors, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$81.5K (-$9.5K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares24,952 from 24,714
Change+238 (+1%)
Value$81.3K (-$8.6K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares23,594 from 22,987
Change+607 (+3%)
Value$76.9K (-$6.8K)
Filed 2026-11-05
First Nebraska Trust Co
NEW
Shares22,060
Change+22,060
Value$71.7K
Filed 2026-10-30
Creative Planning
DECREASED
Shares20,736 from 23,770
Change-3,034 (-13%)
Value$67.6K (-$18.9K)
Filed 2026-11-02
Fiera Capital Corp
UNCHANGED
Shares20,508 from 20,508
Change0 (0%)
Value$66.9K (-$7.8K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
UNCHANGED
Shares18,300 from 18,300
Change0 (0%)
Value$59.7K (-$7.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares17,300 from 97,551
Change-80,251 (-82%)
Value$56.4K (-$298.7K)
Filed 2026-11-02
Fourpath Capital Management, LLC
UNCHANGED
Shares15,466 from 15,466
Change0 (0%)
Value$50.4K (-$5.9K)
Filed 2026-10-19
Evergreen Capital Management LLC
DECREASED
Shares15,062 from 16,633
Change-1,571 (-9%)
Value$49.1K (-$11.4K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares14,696 from 14,688
Change+8 (+0%)
Value$47.9K (-$5.6K)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares14,402 from 13,786
Change+616 (+4%)
Value$47.0K (-$3.2K)
Filed 2026-11-05
Eclectic Associates Inc
NEW
Shares14,070
Change+14,070
Value$45.9K
Filed 2026-10-09
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares12,275 from 13,399
Change-1,124 (-8%)
Value$40.0K (-$8.8K)
Filed 2026-10-27
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares11,989 from 11,989
Change0 (0%)
Value$39.1K (-$4.6K)
Filed 2026-10-13
Wedbush Securities Inc
UNCHANGED
Shares10,148 from 10,148
Change0 (0%)
Value$33 (-$37.0K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED
Shares8,900 from 8,900
Change0 (0%)
Value$29.0K (-$3.4K)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$26.1K (-$3.0K)
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares5,972 from 5,627
Change+345 (+6%)
Value$19.5K (-$1.0K)
Filed 2026-10-27
Eastern Bank
NEW
Shares4,683
Change+4,683
Value$15.3K
Filed 2026-10-05
Nuveen, LLC
NEW
Shares4,498
Change+4,498
Value$22.1K
Filed 2026-11-10
Spire Wealth Management
INCREASED
Shares4,295 from 3,110
Change+1,185 (+38%)
Value$14.0K (+$2.7K)
Filed 2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED
Shares2,602 from 2,602
Change0 (0%)
Value$8.5K (-$989)
Filed 2026-10-09
Huntington National Bank
INCREASED
Shares2,364 from 1
Change+2,363 (+236300%)
Value$7.7K (+$7.7K)
Filed 2026-11-10
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$5.5K (-$646)
Filed 2026-10-21
CoreCap Advisors, LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$3.6K (-$415)
Filed 2026-10-08
Highline Wealth Partners LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$2.4K (-$285)
Filed 2026-10-19
United Community Bank
NEW
Shares585
Change+585
Value$1.9K
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$1.8K ($0)
Filed 2026-11-06
Centerpoint Advisors, LLC
NEW
Shares482
Change+482
Value$2
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$554 (-$65)
Filed 2026-10-30
Russell Investments Group, Ltd.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$23 (-$2)
Filed 2026-11-06
Rothschild Investment LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$10 (-$1)
Filed 2026-11-10
Calamos Advisors LLC
CLOSED
Shares0 from 175,495
Change-175,495 (-100%)
Value$0 (-$638.8K)
Filed 2026-11-02
Kelleher Financial Advisors
CLOSED
Shares0 from 70,008
Change-70,008 (-100%)
Value$0 (-$254.8K)
Filed 2026-10-30
Imc-Chicago, LLC
CLOSED
Shares0 from 24,666
Change-24,666 (-100%)
Value$0 (-$89.8K)
Filed 2026-11-05
Axiom Investment Management LLC
CLOSED
Shares0 from 6,255
Change-6,255 (-100%)
Value$0 (-$22.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
CLOSED
Shares0 from 1,254
Change-1,254 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-08
Harbour Investments, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$76)
Filed 2026-11-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$33)
Filed 2026-11-02
Parallel Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$7)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 11,779,270
Change-11,779,270 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 2,820,378
Change-2,820,378 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,659,450
Change-1,659,450 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,282,493
Change-1,282,493 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,276,114
Change-1,276,114 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,010,164
Change-1,010,164 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 637,104
Change-637,104 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 531,238
Change-531,238 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 490,454
Change-490,454 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 305,060
Change-305,060 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 263,308
Change-263,308 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 239,445
Change-239,445 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 233,058
Change-233,058 (-100%)
Value—
Quarry LP
N/A
Shares— from 175,126
Change-175,126 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 141,224
Change-141,224 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 128,283
Change-128,283 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 118,176
Change-118,176 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 90,960
Change-90,960 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 83,427
Change-83,427 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 77,036
Change-77,036 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 60,930
Change-60,930 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 59,236
Change-59,236 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 53,180
Change-53,180 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 52,504
Change-52,504 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 43,421
Change-43,421 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 41,770
Change-41,770 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 34,860
Change-34,860 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 32,975
Change-32,975 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 30,159
Change-30,159 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,883
Change-29,883 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,835
Change-25,835 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,824
Change-23,824 (-100%)
Value—
&partners
N/A
Shares— from 23,258
Change-23,258 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 22,607
Change-22,607 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,063
Change-22,063 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 21,997
Change-21,997 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19,166
Change-19,166 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,446
Change-16,446 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,992
Change-15,992 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,175
Change-15,175 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 12,895
Change-12,895 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,826
Change-12,826 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 11,667
Change-11,667 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,618
Change-11,618 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 10,470
Change-10,470 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 10,469
Change-10,469 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 587
Change-587 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Status
Capital Investment Advisors, LLC
DECREASED2,181,2172,329,618-148,401-6%$8.5M$7.1M-$1.4M2026-10-22
LPL Financial LLC
INCREASED998,581969,899+28,682+3%$3.5M$3.3M-$275.1K2026-11-06
Rareview Capital LLC
INCREASED985,715903,653+82,062+9%$3.6M$3.2M-$383.1K2026-11-05
UBS Group AG
INCREASED652,772561,032+91,740+16%$2.0M$2.1M+$85.9K2026-11-10
Thrivent Financial for Lutherans
INCREASED556,735548,932+7,803+1%$2.0M$1.8K-$2.0M2026-11-05
Wolverine Asset Management LLC
INCREASED409,298378,116+31,182+8%$1.4M$1.3M-$42.0K2026-11-02
Chicago Partners Investment Group LLC
INCREASED392,201333,688+58,513+18%$1.2M$1.3M+$71.6K2026-10-27
Shaker Financial Services, LLC
DECREASED319,464642,498-323,034-50%$2.3M$1.0M-$1.3M2026-10-14
Absolute Investment Advisers, LLC
DECREASED307,371372,457-65,086-17%$1.4M$1.0M-$353.7K2026-10-21
Pathway Financial Advisers, LLC
INCREASED291,400285,886+5,514+2%$1.0M$950.0K-$90.7K2026-10-27
RFG Advisory, LLC
INCREASED277,095273,827+3,268+1%$996.7K$903.3K-$93.4K2026-11-03
Fortis Group Advisors, LLC
INCREASED230,225206,291+23,934+12%$750.9K$757.4K+$6.5K2026-11-06
Allspring Global Investments Holdings, LLC
NEW205,384—+205,384——$669.6K—2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED160,07444,676+115,398+258%$163.0K$522-$162.5K2026-11-02
NWF Advisory Services Inc.
INCREASED89,33364,333+25,000+39%$234.2K$291.2K+$57.1K2026-10-19
Melfa Wealth Management, Inc.
UNCHANGED78,95078,95000%$287.4K$257.4K-$30.0K2026-11-06
Truist Financial Corp
UNCHANGED72,15972,15900%$262.7K$235.2K-$27.4K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED56,75352,351+4,402+8%$190.6K$185.0K-$5.5K2026-10-16
Sage Capital Advisors,llc
NEW52,631—+52,631——$171.6K—2026-10-13
Walled Lake Planning & Wealth Management, LLC
UNCHANGED50,98550,98500%$185.6K$166.2K-$19.4K2026-10-29
Choreo, LLC
DECREASED44,89250,189-5,297-11%$182.7K$146.3K-$36.3K2026-10-28
Global Retirement Partners, LLC
INCREASED39,85737,877+1,980+5%$137.9K$129.9K-$7.9K2026-11-10
Accredited Investor Services, LLC
INCREASED35,59532,142+3,453+11%$117.0K$116.0K-$9572026-10-22
Geneos Wealth Management Inc.
NEW34,662—+34,662——$113.0K—2026-11-09
Clearstead Advisors, LLC
UNCHANGED34,37534,37500%$125.1K$112.1K-$13.1K2026-11-06
Dudley Capital Management, LLC
UNCHANGED31,10031,10000%$113.2K$101.4K-$11.8K2026-10-23
Samalin Investment Counsel, LLC
INCREASED30,65922,879+7,780+34%$83.3K$99.9K+$16.7K2026-10-23
Merit Financial Group, LLC
INCREASED28,98326,830+2,153+8%$97.7K$94.5K-$3.2K2026-11-06
Uncommon Cents Investing Inc
UNCHANGED26,32726,32700%$95.8K$85.8K-$10.0K2026-10-20
StoneX Group Inc.
NEW25,272—+25,272——$85.2K—2026-11-03
Park Avenue Securities LLC
INCREASED25,12924,344+785+3%$89.0K$82-$88.9K2026-10-26
Corps Capital Advisors, LLC
UNCHANGED25,00025,00000%$91.0K$81.5K-$9.5K2026-11-05
Oppenheimer & Co Inc
INCREASED24,95224,714+238+1%$90.0K$81.3K-$8.6K2026-10-26
Fifth Third Bancorp
INCREASED23,59422,987+607+3%$83.7K$76.9K-$6.8K2026-11-05
First Nebraska Trust Co
NEW22,060—+22,060——$71.7K—2026-10-30
Creative Planning
DECREASED20,73623,770-3,034-13%$86.5K$67.6K-$18.9K2026-11-02
Fiera Capital Corp
UNCHANGED20,50820,50800%$74.6K$66.9K-$7.8K2026-11-06
Cape Investment Advisory, Inc.
UNCHANGED18,30018,30000%$66.6K$59.7K-$7.0K2026-10-13
Commonwealth Equity Services, LLC
DECREASED17,30097,551-80,251-82%$355.1K$56.4K-$298.7K2026-11-02
Fourpath Capital Management, LLC
UNCHANGED15,46615,46600%$56.3K$50.4K-$5.9K2026-10-19
Evergreen Capital Management LLC
DECREASED15,06216,633-1,571-9%$60.5K$49.1K-$11.4K2026-10-23
Lido Advisors, LLC
INCREASED14,69614,688+8+0%$53.5K$47.9K-$5.6K2026-11-04
Occidental Asset Management, LLC
INCREASED14,40213,786+616+4%$50.2K$47.0K-$3.2K2026-11-05
Eclectic Associates Inc
NEW14,070—+14,070——$45.9K—2026-10-09
Pinnacle Wealth Planning Services, Inc.
DECREASED12,27513,399-1,124-8%$48.8K$40.0K-$8.8K2026-10-27
Steel Grove Capital Advisors, LLC
UNCHANGED11,98911,98900%$43.6K$39.1K-$4.6K2026-10-13
Wedbush Securities Inc
UNCHANGED10,14810,14800%$37.0K$33-$37.0K2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED8,9008,90000%$32.4K$29.0K-$3.4K2026-11-06
US Bancorp \de\
UNCHANGED8,0008,00000%$29.1K$26.1K-$3.0K2026-11-05
WPG Advisers, LLC
INCREASED5,9725,627+345+6%$20.5K$19.5K-$1.0K2026-10-27
Eastern Bank
NEW4,683—+4,683——$15.3K—2026-10-05
Nuveen, LLC
NEW4,498—+4,498——$22.1K—2026-11-10
Spire Wealth Management
INCREASED4,2953,110+1,185+38%$11.3K$14.0K+$2.7K2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED2,6022,60200%$9.5K$8.5K-$9892026-10-09
Huntington National Bank
INCREASED2,3641+2,363+236300%$4$7.7K+$7.7K2026-11-10
Pinnacle Bancorp, Inc.
UNCHANGED1,7001,70000%$6.2K$5.5K-$6462026-10-21
CoreCap Advisors, LLC
UNCHANGED1,0941,09400%$4.0K$3.6K-$4152026-10-08
Highline Wealth Partners LLC
UNCHANGED75075000%$2.7K$2.4K-$2852026-10-19
United Community Bank
NEW585—+585——$1.9K—2026-10-28
Allworth Financial LP
UNCHANGED48648600%$1.8K$1.8K$02026-11-06
Centerpoint Advisors, LLC
NEW482—+482——$2—2026-11-05
MTM Investment Management, LLC
UNCHANGED17017000%$619$554-$652026-10-30
Russell Investments Group, Ltd.
UNCHANGED7700%$25$23-$22026-11-06
Rothschild Investment LLC
UNCHANGED3300%$11$10-$12026-11-10
Calamos Advisors LLC
CLOSED0175,495-175,495-100%$638.8K$0-$638.8K2026-11-02
Kelleher Financial Advisors
CLOSED070,008-70,008-100%$254.8K$0-$254.8K2026-10-30
Imc-Chicago, LLC
CLOSED024,666-24,666-100%$89.8K$0-$89.8K2026-11-05
Axiom Investment Management LLC
CLOSED06,255-6,255-100%$22.8K$0-$22.8K2026-11-03
Farther Finance Advisors, LLC
CLOSED01,254-1,254-100%$4.6K$0-$4.6K2026-10-08
Harbour Investments, Inc.
CLOSED021-21-100%$76$0-$762026-11-09
International Assets Investment Management, LLC
CLOSED09-9-100%$33$0-$332026-11-02
Parallel Advisors, LLC
CLOSED02-2-100%$7$0-$72026-11-03
Morgan Stanley
N/A—11,779,270-11,779,270-100%$42.9M———
SIT Investment Associates Inc
N/A—2,820,378-2,820,378-100%$10.3M———
Penserra Capital Management LLC
N/A—1,659,450-1,659,450-100%$6.0M———
Invesco Ltd.
N/A—1,282,493-1,282,493-100%$4.7M———
FCA Corp
N/A—1,276,114-1,276,114-100%$4.6M———
Wells Fargo & Company
N/A—1,010,164-1,010,164-100%$3.7M———
Raymond James Financial Inc
N/A—637,104-637,104-100%$2.3M———
Jones Financial Companies Lllp
N/A—531,238-531,238-100%$1.9M———
Kanen Wealth Management LLCA
N/A—490,454-490,454-100%$1.8M———
Bank of America Corp
N/A—305,060-305,060-100%$1.1M———
First Trust Advisors LP
N/A—263,308-263,308-100%$958.4K———
Envestnet Asset Management Inc
N/A—239,445-239,445-100%$871.6K———
PIN OAK Investment Advisors Inc
N/A—233,058-233,058-100%$848.0K———
Quarry LP
N/A—175,126-175,126-100%$637.5K———
Royal Bank of Canada
N/A—141,224-141,224-100%$514.0K———
Cetera Investment Advisers
N/A—128,283-128,283-100%$467.0K———
Osaic Holdings, Inc.
N/A—118,176-118,176-100%$430.2K———
Steward Partners Investment Advisory, LLC
N/A—90,960-90,960-100%$331.1K———
Stifel Financial Corp
N/A—83,427-83,427-100%$303.7K———
Citadel Advisors LLC
N/A—77,036-77,036-100%$280.4K———
XTX Topco Ltd
N/A—60,930-60,930-100%$221.8K———
Stratos Wealth Partners, Ltd.
N/A—59,236-59,236-100%$215.6K———
Everstar Asset Management, LLC
N/A—53,180-53,180-100%$193.6K———
Readystate Asset Management LP
N/A—52,504-52,504-100%$191.1K———
Logan Stone Capital, LLC
N/A—43,421-43,421-100%$158.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—41,770-41,770-100%$152.0K———
Virtu Financial LLC
N/A—34,860-34,860-100%$127.0K———
Wilson & Boucher Capital Management, LLC
N/A—32,975-32,975-100%$120.0K———
Mercer Global Advisors Inc
N/A—30,159-30,159-100%$109.8K———
Susquehanna International Group, LLP
N/A—29,883-29,883-100%$108.8K———
NewEdge Advisors, LLC
N/A—25,835-25,835-100%$94.0K———
Mariner, LLC
N/A—23,824-23,824-100%$86.7K———
&partners
N/A—23,258-23,258-100%$84.7K———
Boothbay Fund Management, LLC
N/A—22,607-22,607-100%$82.3K———
Captrust Financial Advisors
N/A—22,063-22,063-100%$80.3K———
Advisory Services Network, LLC
N/A—21,997-21,997-100%$80.1K———
Aptus Capital Advisors, LLC
N/A—19,166-19,166-100%$69.8K———
Savvy Advisors, Inc.
N/A—16,446-16,446-100%$59.9K———
Two Sigma Securities, LLC
N/A—15,992-15,992-100%$58.2K———
Integrated Wealth Concepts LLC
N/A—15,175-15,175-100%$55.2K———
One Capital Management, LLC
N/A—12,895-12,895-100%$46.8K———
Jane Street Group, LLC
N/A—12,826-12,826-100%$46.7K———
RPg Family Wealth Advisory, LLC
N/A—11,667-11,667-100%$42.5K———
Equitable Holdings, Inc.
N/A—11,618-11,618-100%$42.3K———
Alpine Global Management, LLC
N/A—10,470-10,470-100%$38.1K———
Stonebrook Private Inc.
N/A—10,469-10,469-100%$38.1K———
Nova Wealth Management, Inc.
N/A—10,450-10,450-100%$38.0K———
Arax Advisory Partners
N/A—5,120-5,120-100%$18.6K———
SHP Wealth Management
N/A—1,500-1,500-100%$5.5K———
Whittier Trust Co of Nevada Inc
N/A—587-587-100%$2.1K———
Rockefeller Capital Management L.P.
N/A—114-114-100%$415———
Showing 123 of 123 institutions