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Western Asset Managed Munici (MMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares768,088 from 614,247
Change+153,841 (+25%)
Value$6.9M (+$458.6K)
Filed 2026-10-13
City of London Investment Management Co LTD
INCREASED
Shares403,471 from 333,471
Change+70,000 (+21%)
Value$3.6M (+$128.2K)
Filed 2026-10-30
Rareview Capital LLC
INCREASED
Shares283,637 from 273,376
Change+10,261 (+4%)
Value$2.5M (-$173.5K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares262,196 from 141,886
Change+120,310 (+85%)
Value$2.3M (+$863.0K)
Filed 2026-11-06
Westview Management dba Westview Investment Advisors
DECREASED
Shares256,899 from 294,741
Change-37,842 (-13%)
Value$2.3M (-$777.1K)
Filed 2026-11-09
HighTower Advisors, LLC
DECREASED
Shares190,974 from 200,949
Change-9,975 (-5%)
Value$1.7M (-$388.5K)
Filed 2026-11-10
Park Avenue Securities LLC
INCREASED
Shares136,663 from 135,745
Change+918 (+1%)
Value$1.2K (-$1.4M)
Filed 2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW
Shares126,137
Change+126,137
Value$1.1M
Filed 2026-10-15
Wakefield Asset Management Lllp
INCREASED
Shares117,451 from 92,365
Change+25,086 (+27%)
Value$1.0M (+$86.4K)
Filed 2026-11-05
Nuveen, LLC
INCREASED
Shares95,705 from 91,512
Change+4,193 (+5%)
Value$854.6K (-$98.9K)
Filed 2026-11-10
Melfa Wealth Management, Inc.
DECREASED
Shares89,025 from 104,027
Change-15,002 (-14%)
Value$795.0K (-$289.0K)
Filed 2026-11-06
Ackerman Capital Advisors, LLC
INCREASED
Shares77,220 from 75,138
Change+2,082 (+3%)
Value$689.6K (-$93.4K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
INCREASED
Shares71,411 from 60,721
Change+10,690 (+18%)
Value$668.4K (+$55.1K)
Filed 2026-10-27
Closed-End Fund Advisors, Inc.
INCREASED
Shares54,680 from 53,855
Change+825 (+2%)
Value$488.3K (-$72.9K)
Filed 2026-11-04
Compass Financial Group, Inc
INCREASED
Shares50,165 from 45,013
Change+5,152 (+11%)
Value$448.0K (-$21.1K)
Filed 2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$446.5K (-$74.5K)
Filed 2026-10-22
Choreo, LLC
DECREASED
Shares47,653 from 52,760
Change-5,107 (-10%)
Value$425.5K (-$124.2K)
Filed 2026-10-28
Titleist Asset Management, LLC
DECREASED
Shares47,246 from 48,908
Change-1,662 (-3%)
Value$421.9K (-$87.7K)
Filed 2026-10-08
Traub Capital Management LLC
UNCHANGED
Shares44,104 from 44,104
Change0 (0%)
Value$393.8K (-$65.7K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares43,124 from 44,143
Change-1,019 (-2%)
Value$386.0K (-$69.6K)
Filed 2026-10-13
BAR Harbor Wealth Management
UNCHANGED
Shares41,682 from 41,682
Change0 (0%)
Value$372.2K (-$62.1K)
Filed 2026-10-21
Carson Advisory Inc.
UNCHANGED
Shares39,604 from 39,604
Change0 (0%)
Value$353.7K (-$59.0K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares39,408 from 35,364
Change+4,044 (+11%)
Value$352 (-$367.6K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares38,036 from 37,998
Change+38 (+0%)
Value$339.7K (-$56.3K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares31,754 from 31,754
Change0 (0%)
Value$283.6K (-$47.3K)
Filed 2026-10-15
Capstone Capital LLC
UNCHANGED
Shares29,450 from 29,450
Change0 (0%)
Value$263.0K (-$43.9K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares28,830 from 28,830
Change0 (0%)
Value$257.5K (-$43.0K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares28,669 from 28,192
Change+477 (+2%)
Value$256.0K (-$37.7K)
Filed 2026-11-06
Geneos Wealth Management Inc.
NEW
Shares26,475
Change+26,475
Value$236.4K
Filed 2026-11-09
Accredited Investor Services, LLC
DECREASED
Shares24,832 from 24,957
Change-125 (0%)
Value$221.8K (-$38.3K)
Filed 2026-10-22
Integrated Capital Management, Inc.
INCREASED
Shares24,707 from 22,533
Change+2,174 (+10%)
Value$220.6K (-$14.2K)
Filed 2026-10-09
Leo Wealth, LLC
NEW
Shares23,498
Change+23,498
Value$209.8K
Filed 2026-10-26
Aviance Capital Partners, LLC
DECREASED
Shares21,781 from 27,365
Change-5,584 (-20%)
Value$194.5K (-$90.6K)
Filed 2026-10-29
Bank of New York Mellon Corp
NEW
Shares21,180
Change+21,180
Value$189.1K
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares21,027 from 25,456
Change-4,429 (-17%)
Value$187.8K (-$80.0K)
Filed 2026-10-13
Riverbridge Partners LLC
NEW
Shares20,418
Change+20,418
Value$182.3K
Filed 2026-11-05
Cottage Street Advisors LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$178.6K (-$29.8K)
Filed 2026-10-19
Fiera Capital Corp
DECREASED
Shares19,858 from 150,621
Change-130,763 (-87%)
Value$177.3K (-$1.4M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares19,854
Change+19,854
Value$177.3K
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares19,792 from 20,883
Change-1,091 (-5%)
Value$176.7K (-$40.9K)
Filed 2026-10-28
Providence First Trust Co
UNCHANGED
Shares19,603 from 19,603
Change0 (0%)
Value$175.1K (-$29.2K)
Filed 2026-11-02
RFG Advisory, LLC
UNCHANGED
Shares19,092 from 19,092
Change0 (0%)
Value$170.5K (-$28.4K)
Filed 2026-11-03
NWF Advisory Services Inc.
UNCHANGED
Shares17,900 from 17,900
Change0 (0%)
Value$159.8K (-$26.7K)
Filed 2026-10-19
Atala Financial Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$134.0K (-$22.4K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares14,067 from 14,046
Change+21 (+0%)
Value$125.6K (-$20.7K)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares13,968 from 13,393
Change+575 (+4%)
Value$124.7K (-$14.8K)
Filed 2026-11-05
Truist Financial Corp
UNCHANGED
Shares13,449 from 13,449
Change0 (0%)
Value$120.1K (-$20.0K)
Filed 2026-10-30
Silverlake Wealth Management LLC
INCREASED
Shares12,097 from 12,043
Change+54 (+0%)
Value$108.0K (-$17.5K)
Filed 2026-10-21
Moors & Cabot, Inc.
DECREASED
Shares11,700 from 11,894
Change-194 (-2%)
Value$104.5K (-$19.5K)
Filed 2026-11-06
Uniting Wealth Partners, LLC
DECREASED
Shares11,685 from 15,065
Change-3,380 (-22%)
Value$104.4K (-$52.6K)
Filed 2026-11-06
Altus Wealth Group LLC
UNCHANGED
Shares11,371 from 11,371
Change0 (0%)
Value$101.5K (-$16.9K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares10,835 from 10,653
Change+182 (+2%)
Value$96.8K (-$14.3K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
NEW
Shares10,063
Change+10,063
Value$89.9K
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares7,765 from 9,272
Change-1,507 (-16%)
Value$69.3K (-$27.3K)
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$53.6K (-$8.9K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares5,167 from 6,401
Change-1,234 (-19%)
Value$46.1K (-$20.6K)
Filed 2026-10-08
Independence Bank of Kentucky
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$22.5K (-$3.8K)
Filed 2026-10-26
WPG Advisers, LLC
INCREASED
Shares2,213 from 2,122
Change+91 (+4%)
Value$19.8K (-$2.3K)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED
Shares2,183 from 3,083
Change-900 (-29%)
Value$19.5K (-$12.6K)
Filed 2026-10-29
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$14.5K (-$2.4K)
Filed 2026-11-03
Highline Wealth Partners LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$3.1K (-$521)
Filed 2026-10-19
Wolverine Asset Management LLC
NEW
Shares100
Change+100
Value$893
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares8 from 17
Change-9 (-53%)
Value$71 (-$106)
Filed 2026-10-21
Prospera Financial Services Inc
CLOSED
Shares0 from 23,201
Change-23,201 (-100%)
Value$0 (-$241.8K)
Filed 2026-11-04
Mechanics Financial Corp
CLOSED
Shares0 from 6,650
Change-6,650 (-100%)
Value$0 (-$69.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,920
Change-3,920 (-100%)
Value$0 (-$41.0K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,251
Change-2,251 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 4,445,352
Change-4,445,352 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 1,757,452
Change-1,757,452 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,703,776
Change-1,703,776 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,689,042
Change-1,689,042 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,363,137
Change-1,363,137 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,203,813
Change-1,203,813 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 810,327
Change-810,327 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 716,596
Change-716,596 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 544,800
Change-544,800 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 460,084
Change-460,084 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 314,008
Change-314,008 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 235,728
Change-235,728 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 223,405
Change-223,405 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 162,906
Change-162,906 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 143,824
Change-143,824 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 141,406
Change-141,406 (-100%)
Value—
UBS Group AG
N/A
Shares— from 139,039
Change-139,039 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 94,292
Change-94,292 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 74,000
Change-74,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 67,451
Change-67,451 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 65,304
Change-65,304 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 63,607
Change-63,607 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 62,098
Change-62,098 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 54,483
Change-54,483 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 46,628
Change-46,628 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 46,379
Change-46,379 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 40,406
Change-40,406 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 37,284
Change-37,284 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 31,500
Change-31,500 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,130
Change-28,130 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 27,869
Change-27,869 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 24,064
Change-24,064 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 23,467
Change-23,467 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,094
Change-23,094 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,338
Change-22,338 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,810
Change-21,810 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 18,384
Change-18,384 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 17,682
Change-17,682 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 13,330
Change-13,330 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,089
Change-13,089 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED768,088614,247+153,841+25%$6.4M$6.9M+$458.6K2026-10-13
City of London Investment Management Co LTD
INCREASED403,471333,471+70,000+21%$3.5M$3.6M+$128.2K2026-10-30
Rareview Capital LLC
INCREASED283,637273,376+10,261+4%$2.7M$2.5M-$173.5K2026-11-05
LPL Financial LLC
INCREASED262,196141,886+120,310+85%$1.5M$2.3M+$863.0K2026-11-06
Westview Management dba Westview Investment Advisors
DECREASED256,899294,741-37,842-13%$3.1M$2.3M-$777.1K2026-11-09
HighTower Advisors, LLC
DECREASED190,974200,949-9,975-5%$2.1M$1.7M-$388.5K2026-11-10
Park Avenue Securities LLC
INCREASED136,663135,745+918+1%$1.4M$1.2K-$1.4M2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW126,137—+126,137——$1.1M—2026-10-15
Wakefield Asset Management Lllp
INCREASED117,45192,365+25,086+27%$962.4K$1.0M+$86.4K2026-11-05
Nuveen, LLC
INCREASED95,70591,512+4,193+5%$953.6K$854.6K-$98.9K2026-11-10
Melfa Wealth Management, Inc.
DECREASED89,025104,027-15,002-14%$1.1M$795.0K-$289.0K2026-11-06
Ackerman Capital Advisors, LLC
INCREASED77,22075,138+2,082+3%$782.9K$689.6K-$93.4K2026-10-30
Chicago Partners Investment Group LLC
INCREASED71,41160,721+10,690+18%$613.3K$668.4K+$55.1K2026-10-27
Closed-End Fund Advisors, Inc.
INCREASED54,68053,855+825+2%$561.2K$488.3K-$72.9K2026-11-04
Compass Financial Group, Inc
INCREASED50,16545,013+5,152+11%$469.0K$448.0K-$21.1K2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED50,00050,00000%$521.0K$446.5K-$74.5K2026-10-22
Choreo, LLC
DECREASED47,65352,760-5,107-10%$549.8K$425.5K-$124.2K2026-10-28
Titleist Asset Management, LLC
DECREASED47,24648,908-1,662-3%$509.6K$421.9K-$87.7K2026-10-08
Traub Capital Management LLC
UNCHANGED44,10444,10400%$459.6K$393.8K-$65.7K2026-11-09
Wealth Enhancement Advisory Services, LLC
DECREASED43,12444,143-1,019-2%$455.6K$386.0K-$69.6K2026-10-13
BAR Harbor Wealth Management
UNCHANGED41,68241,68200%$434.3K$372.2K-$62.1K2026-10-21
Carson Advisory Inc.
UNCHANGED39,60439,60400%$412.7K$353.7K-$59.0K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED39,40835,364+4,044+11%$368.0K$352-$367.6K2026-11-02
Commonwealth Equity Services, LLC
INCREASED38,03637,998+38+0%$395.9K$339.7K-$56.3K2026-11-02
Fortitude Advisory Group L.L.C.
UNCHANGED31,75431,75400%$330.9K$283.6K-$47.3K2026-10-15
Capstone Capital LLC
UNCHANGED29,45029,45000%$306.9K$263.0K-$43.9K2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED28,83028,83000%$300.4K$257.5K-$43.0K2026-11-03
Merit Financial Group, LLC
INCREASED28,66928,192+477+2%$293.8K$256.0K-$37.7K2026-11-06
Geneos Wealth Management Inc.
NEW26,475—+26,475——$236.4K—2026-11-09
Accredited Investor Services, LLC
DECREASED24,83224,957-1250%$260.1K$221.8K-$38.3K2026-10-22
Integrated Capital Management, Inc.
INCREASED24,70722,533+2,174+10%$234.8K$220.6K-$14.2K2026-10-09
Leo Wealth, LLC
NEW23,498—+23,498——$209.8K—2026-10-26
Aviance Capital Partners, LLC
DECREASED21,78127,365-5,584-20%$285.1K$194.5K-$90.6K2026-10-29
Bank of New York Mellon Corp
NEW21,180—+21,180——$189.1K—2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED21,02725,456-4,429-17%$267.8K$187.8K-$80.0K2026-10-13
Riverbridge Partners LLC
NEW20,418—+20,418——$182.3K—2026-11-05
Cottage Street Advisors LLC
UNCHANGED20,00020,00000%$208.4K$178.6K-$29.8K2026-10-19
Fiera Capital Corp
DECREASED19,858150,621-130,763-87%$1.6M$177.3K-$1.4M2026-11-06
Concurrent Investment Advisors, LLC
NEW19,854—+19,854——$177.3K—2026-10-16
MGO One Seven LLC
DECREASED19,79220,883-1,091-5%$217.6K$176.7K-$40.9K2026-10-28
Providence First Trust Co
UNCHANGED19,60319,60300%$204.3K$175.1K-$29.2K2026-11-02
RFG Advisory, LLC
UNCHANGED19,09219,09200%$198.9K$170.5K-$28.4K2026-11-03
NWF Advisory Services Inc.
UNCHANGED17,90017,90000%$186.5K$159.8K-$26.7K2026-10-19
Atala Financial Inc
UNCHANGED15,00015,00000%$156.3K$134.0K-$22.4K2026-10-22
Fifth Third Bancorp
INCREASED14,06714,046+21+0%$146.4K$125.6K-$20.7K2026-11-05
Occidental Asset Management, LLC
INCREASED13,96813,393+575+4%$139.6K$124.7K-$14.8K2026-11-05
Truist Financial Corp
UNCHANGED13,44913,44900%$140.1K$120.1K-$20.0K2026-10-30
Silverlake Wealth Management LLC
INCREASED12,09712,043+54+0%$125.5K$108.0K-$17.5K2026-10-21
Moors & Cabot, Inc.
DECREASED11,70011,894-194-2%$123.9K$104.5K-$19.5K2026-11-06
Uniting Wealth Partners, LLC
DECREASED11,68515,065-3,380-22%$157.0K$104.4K-$52.6K2026-11-06
Altus Wealth Group LLC
UNCHANGED11,37111,37100%$118.5K$101.5K-$16.9K2026-10-20
D.A. Davidson & Co.
INCREASED10,83510,653+182+2%$111.0K$96.8K-$14.3K2026-10-28
Avidian Wealth Enterprises, LLC
NEW10,063—+10,063——$89.9K—2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED7,7659,272-1,507-16%$96.6K$69.3K-$27.3K2026-10-27
US Bancorp \de\
UNCHANGED6,0006,00000%$62.5K$53.6K-$8.9K2026-11-05
Farther Finance Advisors, LLC
DECREASED5,1676,401-1,234-19%$66.7K$46.1K-$20.6K2026-10-08
Independence Bank of Kentucky
UNCHANGED2,5252,52500%$26.3K$22.5K-$3.8K2026-10-26
WPG Advisers, LLC
INCREASED2,2132,122+91+4%$22.1K$19.8K-$2.3K2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED2,1833,083-900-29%$32.1K$19.5K-$12.6K2026-10-29
Ascentis Wealth Management, LLC
UNCHANGED1,6261,62600%$16.9K$14.5K-$2.4K2026-11-03
Highline Wealth Partners LLC
UNCHANGED35035000%$3.6K$3.1K-$5212026-10-19
Wolverine Asset Management LLC
NEW100—+100——$893—2026-11-02
Assetmark, Inc
DECREASED817-9-53%$177$71-$1062026-10-21
Prospera Financial Services Inc
CLOSED023,201-23,201-100%$241.8K$0-$241.8K2026-11-04
Mechanics Financial Corp
CLOSED06,650-6,650-100%$69.3K$0-$69.3K2026-11-05
International Assets Investment Management, LLC
CLOSED03,920-3,920-100%$41.0K$0-$41.0K2026-11-02
Gill Capital Partners, LLC
CLOSED02,251-2,251-100%$23.5K$0-$23.5K2026-10-13
Morgan Stanley
N/A—4,445,352-4,445,352-100%$46.3M———
Rivernorth Capital Management, LLC
N/A—1,757,452-1,757,452-100%$18.3M———
1607 Capital Partners, LLC
N/A—1,703,776-1,703,776-100%$17.8M———
Bank of America Corp
N/A—1,689,042-1,689,042-100%$17.6M———
Raymond James Financial Inc
N/A—1,363,137-1,363,137-100%$14.2M———
Guggenheim Capital LLC
N/A—1,203,813-1,203,813-100%$12.5M———
Advisors Asset Management, Inc.
N/A—810,327-810,327-100%$8.4M———
Robinson Capital Management, LLC
N/A—716,596-716,596-100%$7.5M———
Allianz Asset Management GmbH
N/A—544,800-544,800-100%$5.7M———
Van Eck Associates Corp
N/A—460,084-460,084-100%$4.8M———
Wells Fargo & Company
N/A—314,008-314,008-100%$3.3M———
Invesco Ltd.
N/A—235,728-235,728-100%$2.5M———
Envestnet Asset Management Inc
N/A—223,405-223,405-100%$2.3M———
Royal Bank of Canada
N/A—162,906-162,906-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—143,824-143,824-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—141,406-141,406-100%$1.5M———
UBS Group AG
N/A—139,039-139,039-100%$1.4M———
Osaic Holdings, Inc.
N/A—94,292-94,292-100%$982.5K———
Cohen & Steers, Inc.
N/A—74,000-74,000-100%$771.0K———
Ameriprise Financial Inc
N/A—67,451-67,451-100%$702.8K———
Summit Trail Advisors, LLC
N/A—65,304-65,304-100%$680.5K———
Thomas J. Herzfeld Advisors, Inc.
N/A—63,607-63,607-100%$662.8K———
Janney Montgomery Scott LLC
N/A—62,098-62,098-100%$647.0K———
World Investment Advisors
N/A—54,483-54,483-100%$560.1K———
PFG Investments, LLC
N/A—46,628-46,628-100%$485.9K———
Cary Street Partners Financial LLC
N/A—46,379-46,379-100%$483.3K———
Stifel Financial Corp
N/A—40,406-40,406-100%$421.0K———
Rock Point Advisors, LLC
N/A—37,284-37,284-100%$388.5K———
Virtu Financial LLC
N/A—31,500-31,500-100%$328.0K———
MML Investors Services, LLC
N/A—28,130-28,130-100%$293.1K———
Mosaic Family Wealth Partners, LLC
N/A—27,869-27,869-100%$290.4K———
Readystate Asset Management LP
N/A—24,064-24,064-100%$250.7K———
Stonebrook Private Inc.
N/A—23,467-23,467-100%$244.5K———
NewEdge Advisors, LLC
N/A—23,094-23,094-100%$240.6K———
Advisory Services Network, LLC
N/A—22,338-22,338-100%$232.8K———
Cetera Investment Advisers
N/A—21,810-21,810-100%$227.3K———
Rothschild Investment LLC
N/A—20,000-20,000-100%$208.4K———
Global Retirement Partners, LLC
N/A—18,384-18,384-100%$191.6K———
Sovereign Financial Group, Inc.
N/A—17,682-17,682-100%$184.3K———
Mariner, LLC
N/A—17,232-17,232-100%$179.6K———
First Trust Advisors LP
N/A—13,330-13,330-100%$138.9K———
Equitable Holdings, Inc.
N/A—13,089-13,089-100%$136.4K———
Baird Financial Group, Inc.
N/A—10,703-10,703-100%$111.5K———
Allied Private Wealth LLC
N/A—5,912-5,912-100%$61.0K———
Hollencrest Capital Management
N/A—3,690-3,690-100%$38.5K———
Penserra Capital Management LLC
N/A—3,240-3,240-100%$33———
SOA Wealth Advisors, Llc.
N/A—301-301-100%$3.1K———
Showing 114 of 114 institutions