Western Asst Infl-Lnk OPP (WIW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Allspring Global Investments Holdings, LLC

INCREASED

Shares1,126,001 from 1,075,268

Change+50,733 (+5%)

Value$8.9M (-$170.6K)

Filed 2026-11-04

GatePass Capital, LLC

INCREASED

Shares675,450 from 381,650

Change+293,800 (+77%)

Value$5.3M (+$2.1M)

Filed 2026-11-09

HighTower Advisors, LLC

INCREASED

Shares511,117 from 491,394

Change+19,723 (+4%)

Value$4.0M (-$105.2K)

Filed 2026-11-10

Fiera Capital Corp

INCREASED

Shares275,487 from 12,794

Change+262,693 (+2053%)

Value$2.2M (+$2.1M)

Filed 2026-11-06

Riverbridge Partners LLC

INCREASED

Shares259,579 from 252,005

Change+7,574 (+3%)

Value$2.0M (-$74.0K)

Filed 2026-11-05

Matisse Capital

UNCHANGED

Shares230,000 from 230,000

Change0 (0%)

Value$1.8M (-$121.9K)

Filed 2026-10-29

LPL Financial LLC

DECREASED

Shares220,885 from 566,854

Change-345,969 (-61%)

Value$1.7M (-$3.0M)

Filed 2026-11-06

Atala Financial Inc

UNCHANGED

Shares192,584 from 192,584

Change0 (0%)

Value$1.5M (-$102.1K)

Filed 2026-10-22

Wakefield Asset Management Lllp

INCREASED

Shares159,048 from 150,451

Change+8,597 (+6%)

Value$1.3M (-$12.1K)

Filed 2026-11-05

Closed-End Fund Advisors, Inc.

DECREASED

Shares156,664 from 157,106

Change-442 (0%)

Value$1.2M (-$86.7K)

Filed 2026-11-04

NWF Advisory Services Inc.

DECREASED

Shares133,850 from 144,650

Change-10,800 (-7%)

Value$1.1M (-$161.7K)

Filed 2026-10-19

TrueMark Investments, LLC

DECREASED

Shares112,390 from 204,141

Change-91,751 (-45%)

Value$884.5K (-$830.3K)

Filed 2026-11-05

Dynamic Advisor Solutions LLC

DECREASED

Shares110,577 from 115,200

Change-4,623 (-4%)

Value$870.2K (-$97.4K)

Filed 2026-10-13

Grace & White Inc

UNCHANGED

Shares97,961 from 97,961

Change0 (0%)

Value$771.0K (-$51.9K)

Filed 2026-10-23

Oppenheimer & Co Inc

DECREASED

Shares75,200 from 92,500

Change-17,300 (-19%)

Value$591.8K (-$185.2K)

Filed 2026-10-26

Fifth Third Bancorp

DECREASED

Shares43,286 from 48,606

Change-5,320 (-11%)

Value$340.7K (-$67.6K)

Filed 2026-11-05

Collaborative Capital Advisors LLC

NEW

Shares39,903

Change+39,903

Value$314.0K

Filed 2026-11-06

Uhlmann Price Securities, LLC

INCREASED

Shares37,200 from 36,471

Change+729 (+2%)

Value$292.8K (-$13.6K)

Filed 2026-11-03

PVG Asset Management Corp

DECREASED

Shares35,118 from 41,513

Change-6,395 (-15%)

Value$276.4K (-$72.3K)

Filed 2026-10-19

Chicago Partners Investment Group LLC

NEW

Shares28,191

Change+28,191

Value$223.6K

Filed 2026-10-27

Regions Financial Corp

NEW

Shares24,757

Change+24,757

Value$194.8K

Filed 2026-11-05

Merit Financial Group, LLC

INCREASED

Shares21,368 from 20,370

Change+998 (+5%)

Value$168.2K (-$2.9K)

Filed 2026-11-06

StoneX Group Inc.

NEW

Shares15,987

Change+15,987

Value$125.8K

Filed 2026-11-03

Accredited Investor Services, LLC

INCREASED

Shares15,945 from 15,021

Change+924 (+6%)

Value$125.5K (-$689)

Filed 2026-10-22

Park Avenue Securities LLC

INCREASED

Shares14,853 from 13,922

Change+931 (+7%)

Value$117 (-$116.9K)

Filed 2026-10-26

Capital Investment Advisors, LLC

INCREASED

Shares14,154 from 11,394

Change+2,760 (+24%)

Value$111.4K (+$15.7K)

Filed 2026-10-22

Geneos Wealth Management Inc.

NEW

Shares13,112

Change+13,112

Value$103.2K

Filed 2026-11-09

Verus Capital Partners, LLC

INCREASED

Shares12,821 from 12,694

Change+127 (+1%)

Value$100.9K (-$5.7K)

Filed 2026-11-03

DKM Wealth Management, Inc.

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$94.4K (-$6.4K)

Filed 2026-10-09

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares10,692 from 9,665

Change+1,027 (+11%)

Value$84.1K (+$3.0K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares10,201 from 10,201

Change0 (0%)

Value$80 (-$85.9K)

Filed 2026-11-02

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares6,924 from 6,924

Change0 (0%)

Value$54.5K (-$3.7K)

Filed 2026-10-29

Hara Capital LLC

UNCHANGED

Shares6,774 from 6,774

Change0 (0%)

Value$53.3K (-$3.6K)

Filed 2026-10-30

WPG Advisers, LLC

INCREASED

Shares6,658 from 6,025

Change+633 (+11%)

Value$52.4K (+$1.8K)

Filed 2026-10-27

North Star Investment Management Corp.

INCREASED

Shares5,313 from 5,243

Change+70 (+1%)

Value$41.8K (-$2.2K)

Filed 2026-10-27

Gables Capital Management Inc.

UNCHANGED

Shares2,364 from 2,364

Change0 (0%)

Value$18.6K (-$1.3K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares1,600 from 1,600

Change0 (0%)

Value$13.4K ($0)

Filed 2026-11-06

United Community Bank

NEW

Shares1,250

Change+1,250

Value$9.8K

Filed 2026-10-28

Key FInancial Inc

UNCHANGED

Shares708 from 708

Change0 (0%)

Value$5.6K (-$375)

Filed 2026-11-02

IFP Advisors, Inc

DECREASED

Shares500 from 1,000

Change-500 (-50%)

Value$3.9K (-$4.5K)

Filed 2026-10-16

Strive Financial Group,LLC

NEW

Shares451

Change+451

Value$3.5K

Filed 2026-11-09

Highline Wealth Partners LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.0K (-$132)

Filed 2026-10-19

Bfsg, LLC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$591 (-$39)

Filed 2026-10-30

Wolverine Asset Management LLC

CLOSED

Shares0 from 120,380

Change-120,380 (-100%)

Value$0 (-$1.0M)

Filed 2026-11-02

HBW Advisory Services LLC

CLOSED

Shares0 from 72,553

Change-72,553 (-100%)

Value$0 (-$609.4K)

Filed 2026-10-15

AlphaStar Capital Management, LLC

CLOSED

Shares0 from 34,500

Change-34,500 (-100%)

Value$0 (-$289.8K)

Filed 2026-10-16

Investment Advisory Services Inc

CLOSED

Shares0 from 12,100

Change-12,100 (-100%)

Value$0 (-$101.6K)

Filed 2026-10-27

Harbour Investments, Inc.

CLOSED

Shares0 from 4,500

Change-4,500 (-100%)

Value$0 (-$37.8K)

Filed 2026-11-09

Morgan Stanley

N/A

Shares— from 7,634,301

Change-7,634,301 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 1,416,104

Change-1,416,104 (-100%)

Value—

PenderFund Capital Management Ltd.

N/A

Shares— from 998,747

Change-998,747 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 903,565

Change-903,565 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 875,999

Change-875,999 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 793,312

Change-793,312 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 775,910

Change-775,910 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 753,909

Change-753,909 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 576,774

Change-576,774 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 462,748

Change-462,748 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 415,617

Change-415,617 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 375,031

Change-375,031 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 361,156

Change-361,156 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 287,983

Change-287,983 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 287,724

Change-287,724 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 243,461

Change-243,461 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 195,523

Change-195,523 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 173,581

Change-173,581 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 138,445

Change-138,445 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 135,060

Change-135,060 (-100%)

Value—

Roberts Glore & Co Inc

N/A

Shares— from 123,716

Change-123,716 (-100%)

Value—

Ionic Capital Management LLC

N/A

Shares— from 114,788

Change-114,788 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 111,992

Change-111,992 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 84,345

Change-84,345 (-100%)

Value—

Twin Focus Capital Partners, LLC

N/A

Shares— from 83,413

Change-83,413 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 75,486

Change-75,486 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 70,218

Change-70,218 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 69,604

Change-69,604 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 68,910

Change-68,910 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 68,056

Change-68,056 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 65,191

Change-65,191 (-100%)

Value—

UBS Group AG

N/A

Shares— from 63,150

Change-63,150 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 43,411

Change-43,411 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 34,406

Change-34,406 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 33,376

Change-33,376 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 30,566

Change-30,566 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 29,422

Change-29,422 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 27,829

Change-27,829 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 25,619

Change-25,619 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 22,985

Change-22,985 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 22,665

Change-22,665 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 18,305

Change-18,305 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 16,078

Change-16,078 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 14,027

Change-14,027 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 8,450

Change-8,450 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 6,546

Change-6,546 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,858

Change-5,858 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,056

Change-2,056 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,887

Change-1,887 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 681

Change-681 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 632

Change-632 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 200

Change-200 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 43

Change-43 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

	Status
Allspring Global Investments Holdings, LLC	INCREASED	1,126,001	1,075,268	+50,733	+5%	$9.0M	$8.9M	-$170.6K	2026-11-04
GatePass Capital, LLC	INCREASED	675,450	381,650	+293,800	+77%	$3.2M	$5.3M	+$2.1M	2026-11-09
HighTower Advisors, LLC	INCREASED	511,117	491,394	+19,723	+4%	$4.1M	$4.0M	-$105.2K	2026-11-10
Fiera Capital Corp	INCREASED	275,487	12,794	+262,693	+2053%	$107.5K	$2.2M	+$2.1M	2026-11-06
Riverbridge Partners LLC	INCREASED	259,579	252,005	+7,574	+3%	$2.1M	$2.0M	-$74.0K	2026-11-05
Matisse Capital	UNCHANGED	230,000	230,000	0	0%	$1.9M	$1.8M	-$121.9K	2026-10-29
LPL Financial LLC	DECREASED	220,885	566,854	-345,969	-61%	$4.8M	$1.7M	-$3.0M	2026-11-06
Atala Financial Inc	UNCHANGED	192,584	192,584	0	0%	$1.6M	$1.5M	-$102.1K	2026-10-22
Wakefield Asset Management Lllp	INCREASED	159,048	150,451	+8,597	+6%	$1.3M	$1.3M	-$12.1K	2026-11-05
Closed-End Fund Advisors, Inc.	DECREASED	156,664	157,106	-442	0%	$1.3M	$1.2M	-$86.7K	2026-11-04
NWF Advisory Services Inc.	DECREASED	133,850	144,650	-10,800	-7%	$1.2M	$1.1M	-$161.7K	2026-10-19
TrueMark Investments, LLC	DECREASED	112,390	204,141	-91,751	-45%	$1.7M	$884.5K	-$830.3K	2026-11-05
Dynamic Advisor Solutions LLC	DECREASED	110,577	115,200	-4,623	-4%	$967.7K	$870.2K	-$97.4K	2026-10-13
Grace & White Inc	UNCHANGED	97,961	97,961	0	0%	$822.9K	$771.0K	-$51.9K	2026-10-23
Oppenheimer & Co Inc	DECREASED	75,200	92,500	-17,300	-19%	$777.0K	$591.8K	-$185.2K	2026-10-26
Fifth Third Bancorp	DECREASED	43,286	48,606	-5,320	-11%	$408.3K	$340.7K	-$67.6K	2026-11-05
Collaborative Capital Advisors LLC	NEW	39,903	—	+39,903	—	—	$314.0K	—	2026-11-06
Uhlmann Price Securities, LLC	INCREASED	37,200	36,471	+729	+2%	$306.4K	$292.8K	-$13.6K	2026-11-03
PVG Asset Management Corp	DECREASED	35,118	41,513	-6,395	-15%	$348.7K	$276.4K	-$72.3K	2026-10-19
Chicago Partners Investment Group LLC	NEW	28,191	—	+28,191	—	—	$223.6K	—	2026-10-27
Regions Financial Corp	NEW	24,757	—	+24,757	—	—	$194.8K	—	2026-11-05
Merit Financial Group, LLC	INCREASED	21,368	20,370	+998	+5%	$171.1K	$168.2K	-$2.9K	2026-11-06
StoneX Group Inc.	NEW	15,987	—	+15,987	—	—	$125.8K	—	2026-11-03
Accredited Investor Services, LLC	INCREASED	15,945	15,021	+924	+6%	$126.2K	$125.5K	-$689	2026-10-22
Park Avenue Securities LLC	INCREASED	14,853	13,922	+931	+7%	$117.0K	$117	-$116.9K	2026-10-26
Capital Investment Advisors, LLC	INCREASED	14,154	11,394	+2,760	+24%	$95.7K	$111.4K	+$15.7K	2026-10-22
Geneos Wealth Management Inc.	NEW	13,112	—	+13,112	—	—	$103.2K	—	2026-11-09
Verus Capital Partners, LLC	INCREASED	12,821	12,694	+127	+1%	$106.6K	$100.9K	-$5.7K	2026-11-03
DKM Wealth Management, Inc.	UNCHANGED	12,000	12,000	0	0%	$100.8K	$94.4K	-$6.4K	2026-10-09
Pinnacle Wealth Planning Services, Inc.	INCREASED	10,692	9,665	+1,027	+11%	$81.2K	$84.1K	+$3.0K	2026-10-27
Cambridge Investment Research Advisors, Inc.	UNCHANGED	10,201	10,201	0	0%	$86.0K	$80	-$85.9K	2026-11-02
Blue Bell Private Wealth Management, LLC	UNCHANGED	6,924	6,924	0	0%	$58.2K	$54.5K	-$3.7K	2026-10-29
Hara Capital LLC	UNCHANGED	6,774	6,774	0	0%	$56.9K	$53.3K	-$3.6K	2026-10-30
WPG Advisers, LLC	INCREASED	6,658	6,025	+633	+11%	$50.6K	$52.4K	+$1.8K	2026-10-27
North Star Investment Management Corp.	INCREASED	5,313	5,243	+70	+1%	$44.0K	$41.8K	-$2.2K	2026-10-27
Gables Capital Management Inc.	UNCHANGED	2,364	2,364	0	0%	$19.9K	$18.6K	-$1.3K	2026-11-04
Allworth Financial LP	UNCHANGED	1,600	1,600	0	0%	$13.4K	$13.4K	$0	2026-11-06
United Community Bank	NEW	1,250	—	+1,250	—	—	$9.8K	—	2026-10-28
Key FInancial Inc	UNCHANGED	708	708	0	0%	$5.9K	$5.6K	-$375	2026-11-02
IFP Advisors, Inc	DECREASED	500	1,000	-500	-50%	$8.4K	$3.9K	-$4.5K	2026-10-16
Strive Financial Group,LLC	NEW	451	—	+451	—	—	$3.5K	—	2026-11-09
Highline Wealth Partners LLC	UNCHANGED	250	250	0	0%	$2.1K	$2.0K	-$132	2026-10-19
Bfsg, LLC	UNCHANGED	75	75	0	0%	$630	$591	-$39	2026-10-30
Wolverine Asset Management LLC	CLOSED	0	120,380	-120,380	-100%	$1.0M	$0	-$1.0M	2026-11-02
HBW Advisory Services LLC	CLOSED	0	72,553	-72,553	-100%	$609.4K	$0	-$609.4K	2026-10-15
AlphaStar Capital Management, LLC	CLOSED	0	34,500	-34,500	-100%	$289.8K	$0	-$289.8K	2026-10-16
Investment Advisory Services Inc	CLOSED	0	12,100	-12,100	-100%	$101.6K	$0	-$101.6K	2026-10-27
Harbour Investments, Inc.	CLOSED	0	4,500	-4,500	-100%	$37.8K	$0	-$37.8K	2026-11-09
Morgan Stanley	N/A	—	7,634,301	-7,634,301	-100%	$64.1M	—	—	—
1607 Capital Partners, LLC	N/A	—	1,416,104	-1,416,104	-100%	$11.9M	—	—	—
PenderFund Capital Management Ltd.	N/A	—	998,747	-998,747	-100%	$8.4M	—	—	—
Invesco Ltd.	N/A	—	903,565	-903,565	-100%	$7.6M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	875,999	-875,999	-100%	$7.4M	—	—	—
Bank of America Corp	N/A	—	793,312	-793,312	-100%	$6.7M	—	—	—
Guggenheim Capital LLC	N/A	—	775,910	-775,910	-100%	$6.5M	—	—	—
Saba Capital Management, L.P.A	N/A	—	753,909	-753,909	-100%	$6.3M	—	—	—
Baird Financial Group, Inc.	N/A	—	576,774	-576,774	-100%	$4.8M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	462,748	-462,748	-100%	$3.9M	—	—	—
Atlas Wealth LLC	N/A	—	415,617	-415,617	-100%	$3.5M	—	—	—
First Trust Advisors LP	N/A	—	375,031	-375,031	-100%	$3.2M	—	—	—
Waterloo Capital, L.P.	N/A	—	361,156	-361,156	-100%	$3.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	287,983	-287,983	-100%	$2.4M	—	—	—
Raymond James Financial Inc	N/A	—	287,724	-287,724	-100%	$2.4M	—	—	—
Stifel Financial Corp	N/A	—	243,461	-243,461	-100%	$2.0M	—	—	—
Advisors Asset Management, Inc.	N/A	—	195,523	-195,523	-100%	$1.6M	—	—	—
Summit Financial, LLC	N/A	—	173,581	-173,581	-100%	$1.5M	—	—	—
Jane Street Group, LLC	N/A	—	138,445	-138,445	-100%	$1.2M	—	—	—
Private Advisor Group, LLC	N/A	—	135,060	-135,060	-100%	$1.1M	—	—	—
Roberts Glore & Co Inc	N/A	—	123,716	-123,716	-100%	$1.0M	—	—	—
Ionic Capital Management LLC	N/A	—	114,788	-114,788	-100%	$964.2K	—	—	—
Cutler Capital Management, LLC	N/A	—	111,992	-111,992	-100%	$940.7K	—	—	—
PFG Investments, LLC	N/A	—	84,345	-84,345	-100%	$708.5K	—	—	—
Twin Focus Capital Partners, LLC	N/A	—	83,413	-83,413	-100%	$700.7K	—	—	—
Cetera Investment Advisers	N/A	—	75,486	-75,486	-100%	$634.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	70,218	-70,218	-100%	$590.0K	—	—	—
Royal Bank of Canada	N/A	—	69,604	-69,604	-100%	$585.0K	—	—	—
Robinson Capital Management, LLC	N/A	—	68,910	-68,910	-100%	$578.8K	—	—	—
XTX Topco Ltd	N/A	—	68,056	-68,056	-100%	$571.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	65,191	-65,191	-100%	$547.6K	—	—	—
UBS Group AG	N/A	—	63,150	-63,150	-100%	$530.5K	—	—	—
Readystate Asset Management LP	N/A	—	43,411	-43,411	-100%	$364.7K	—	—	—
Hollencrest Capital Management	N/A	—	34,406	-34,406	-100%	$289.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	33,376	-33,376	-100%	$280.4K	—	—	—
HRT Financial LP	N/A	—	30,566	-30,566	-100%	$256.0K	—	—	—
Quantinno Capital Management LP	N/A	—	29,422	-29,422	-100%	$247.2K	—	—	—
Citadel Advisors LLC	N/A	—	27,829	-27,829	-100%	$233.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	25,619	-25,619	-100%	$215.2K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	22,985	-22,985	-100%	$193.1K	—	—	—
Mariner, LLC	N/A	—	22,665	-22,665	-100%	$190.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	18,305	-18,305	-100%	$153.8K	—	—	—
Virtu Financial LLC	N/A	—	16,078	-16,078	-100%	$135.0K	—	—	—
MML Investors Services, LLC	N/A	—	14,027	-14,027	-100%	$117.8K	—	—	—
Clear Street Group Inc.	N/A	—	8,450	-8,450	-100%	$71.0K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	6,546	-6,546	-100%	$55.0K	—	—	—
Arax Advisory Partners	N/A	—	5,858	-5,858	-100%	$49.2K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	3,000	-3,000	-100%	$25.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,056	-2,056	-100%	$17.3K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,887	-1,887	-100%	$15.8K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,000	-1,000	-100%	$8.4K	—	—	—
Wells Fargo & Company	N/A	—	681	-681	-100%	$5.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	632	-632	-100%	$5.3K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	500	-500	-100%	$4.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	200	-200	-100%	$1.7K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	43	-43	-100%	$361	—	—	—
Bogart Wealth, LLC	N/A	—	21	-21	-100%	$180	—	—	—

Showing 105 of 105 institutions