Blackrock Municipal 2030 Target Term Trust(BTT)

$22.48▼-0.30 (-1.32%)

Chart

Blackrock Municipal 2030 Target Term Trust(BTT)

NYSE

$22.48▼-0.30 (-1.32%)

Chart Studio

BTT(BTT)

BTT

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 217 Institutional Holders

Holder	Shares	Date	Change	% Held
Karpus Management, Inc.	4.69M	Mar 31, 26	+70.59K	7.37%
Pathstone Holdings, LLC	1.61M	Mar 31, 26	-220.69K	2.54%
MACKAY SHIELDS LLC	1.57M	Mar 31, 26	+202.13K	2.46%
Allspring Global Investments Holdings, LLC	1.56M	Mar 31, 26	--	2.45%
Almitas Capital LLC	1.49M	Mar 31, 26	--	2.34%
Tortoise Investment Management, LLC	1.40M	Mar 31, 26	+40.02K	2.20%
MORGAN STANLEY	1.25M	Mar 31, 26	+5.50K	1.96%
RIVERNORTH CAPITAL MANAGEMENT, LLC	881.40K	Mar 31, 26	-284.99K	1.39%
SENTINEL TRUST CO LBA	836.73K	Mar 31, 26	+227.10K	1.32%
UBS Group AG	707.97K	Mar 31, 26	+6.76K	1.11%
Hennion & Walsh Asset Management, Inc.	617.56K	Mar 31, 26	+74.83K	0.97%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	541.05K	Mar 31, 26	-121.71K	0.85%
VAN ECK ASSOCIATES CORP	490.68K	Mar 31, 26	-37.74K	0.77%
LPL Financial LLC	488.95K	Mar 31, 26	+59.14K	0.77%
Merit Financial Group, LLC	442.59K	Mar 31, 26	-18.49K	0.70%
1607 Capital Partners, LLC	385.48K	Mar 31, 26	+94.67K	0.61%
Narwhal Capital Management	357.07K	Mar 31, 26	-30.64K	0.56%
Colony Group, LLC	240.50K	Mar 31, 26	-11.74K	0.38%
Beverly Hills Private Wealth, LLC	228.07K	Mar 31, 26	+53.37K	0.36%
Jacobi Capital Management LLC	204.95K	Mar 31, 26	+767	0.32%
STIFEL FINANCIAL CORP	201.90K	Mar 31, 26	-13.74K	0.32%
WealthBridge Capital Management, LLC	195.91K	Mar 31, 26	+5.87K	0.31%
Dakota Wealth Management	166.66K	Mar 31, 26	+34.40K	0.26%
ENVESTNET ASSET MANAGEMENT INC	140.67K	Mar 31, 26	-16.12K	0.22%
Elgethun Capital Management	137.17K	Mar 31, 26	+162	0.22%
Maltin Wealth Management, Inc.	124.24K	Mar 31, 26	-6.77K	0.20%
Advisors Asset Management, Inc.	123.00K	Mar 31, 26	+44.37K	0.19%
Scarborough Advisors, LLC	120.57K	Mar 31, 26	+454	0.19%
Hara Capital LLC	120.28K	Mar 31, 26	-400	0.19%
Rockefeller Capital Management L.P.	111.32K	Mar 31, 26	-20.77K	0.17%
Eldridge Investment Advisors, Inc.	107.61K	Mar 31, 26	+352	0.17%
Amplius Wealth Advisors, LLC	103.58K	Mar 31, 26	-1.13K	0.16%
RAYMOND JAMES FINANCIAL INC	100.37K	Mar 31, 26	-3.48K	0.16%
Waterfront Wealth Inc.	99.32K	Mar 31, 26	-1.96K	0.16%
COHEN & STEERS, INC.	93.00K	Mar 31, 26	+43.00K	0.15%
PARK AVENUE SECURITIES LLC	82.92K	Mar 31, 26	-8.73K	0.13%
Matisse Capital	81.56K	Mar 31, 26	-8.44K	0.13%
ROYAL BANK OF CANADA	80.28K	Mar 31, 26	-551	0.13%
AMERIPRISE FINANCIAL INC	79.19K	Mar 31, 26	-1.14K	0.12%
Anchor Investment Management, LLC	73.33K	Mar 31, 26	+2.01K	0.12%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	71.42K	Mar 31, 26	-13.92K	0.11%
Gridiron Partners, LLC	67.36K	Mar 31, 26	-9.90K	0.11%
Seed Wealth Management, Inc.	59.17K	Mar 31, 26	--	0.09%
PETRA FINANCIAL ADVISORS INC	56.98K	Mar 31, 26	+28.41K	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	56.37K	Mar 31, 26	-17.59K	0.09%
Baird Financial Group, Inc.	53.81K	Mar 31, 26	+3.20K	0.08%
PINNACLE ASSOCIATES LTD	51.95K	Mar 31, 26	+8	0.08%
PNC FINANCIAL SERVICES GROUP, INC.	51.73K	Mar 31, 26	+7.60K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	51.56K	Mar 31, 26	-4.05K	0.08%
Steward Partners Investment Advisory, LLC	50.16K	Mar 31, 26	-55.52K	0.08%
Thomas J. Herzfeld Advisors, Inc.	49.07K	Mar 31, 26	-619	0.08%
IEQ CAPITAL, LLC	47.38K	Mar 31, 26	--	0.07%
B. Riley Wealth Advisors, Inc.	46.80K	Mar 31, 26	-5.73K	0.07%
Sanctuary Advisors, LLC	45.83K	Mar 31, 26	+13	0.07%
Fiera Capital Corp	44.34K	Mar 31, 26	+44.34K	0.07%
Private Advisor Group, LLC	43.37K	Mar 31, 26	+112	0.07%
Oder Investment Management, LLC	43.18K	Mar 31, 26	+31	0.07%
Invesco Ltd.	41.57K	Mar 31, 26	+16.70K	0.07%
OPPENHEIMER & CO INC	41.40K	Mar 31, 26	+3.50K	0.07%
Janney Montgomery Scott LLC	39.26K	Mar 31, 26	+11.71K	0.06%
Wellspring Financial Advisors, LLC	38.09K	Mar 31, 26	-8.40K	0.06%
EP Wealth Advisors, LLC	32.30K	Mar 31, 26	-11.33K	0.05%
Independent Advisor Alliance	31.90K	Mar 31, 26	+31.90K	0.05%
HighTower Advisors, LLC	30.78K	Mar 31, 26	+30.78K	0.05%
PRIVATE TRUST CO NA	30.67K	Mar 31, 26	--	0.05%
Jefferies Financial Group Inc.	30.56K	Mar 31, 26	+4.08K	0.05%
JANE STREET GROUP, LLC	28.92K	Mar 31, 26	+19.69K	0.05%
Integrated Wealth Concepts LLC	28.41K	Mar 31, 26	+73	0.04%
Kestra Advisory Services, LLC	26.28K	Mar 31, 26	-10.15K	0.04%
Andrew Hill Investment Advisors, Inc.	25.85K	Mar 31, 26	-300	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	24.84K	Mar 31, 26	+4.14K	0.04%
ENCOMPASS WEALTH ADVISORS, LLC	24.40K	Mar 31, 26	--	0.04%
BRYN MAWR TRUST Co	23.47K	Mar 31, 26	--	0.04%
Aviance Capital Partners, LLC	23.33K	Mar 31, 26	+11.22K	0.04%
Cerity Partners LLC	22.05K	Mar 31, 26	-121.40K	0.03%
Magnus Financial Group LLC	21.43K	Mar 31, 26	+26	0.03%
Advisory Services Network, LLC	20.59K	Mar 31, 26	+2.06K	0.03%
CWM, LLC	20.30K	Mar 31, 26	+500	0.03%
Successful Portfolios LLC	20.03K	Mar 31, 26	--	0.03%
Summit Trail Advisors, LLC	19.79K	Mar 31, 26	+19.79K	0.03%
Avise Financial Cooperative, Inc.	19.65K	Mar 31, 26	+7.40K	0.03%
M&T BANK CORP	19.26K	Mar 31, 26	-13.12K	0.03%
Covenant Asset Management, LLC	18.49K	Mar 31, 26	--	0.03%
INTEGRATED CAPITAL MANAGEMENT, INC.	18.32K	Mar 31, 26	-3.06K	0.03%
AQR CAPITAL MANAGEMENT LLC	17.11K	Mar 31, 26	-1.43K	0.03%
LexAurum Advisors, LLC	17.10K	Mar 31, 26	+17.10K	0.03%
Icon Wealth Advisors, LLC	16.82K	Mar 31, 26	--	0.03%
Concurrent Investment Advisors, LLC	16.30K	Mar 31, 26	-800	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	15.77K	Mar 31, 26	+384	0.02%
Ritter Daniher Financial Advisory LLC / DE	15.31K	Mar 31, 26	+62	0.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	14.55K	Mar 31, 26	--	0.02%
TWO SIGMA SECURITIES, LLC	14.35K	Mar 31, 26	+14.35K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	14.31K	Mar 31, 26	--	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.71K	Mar 31, 26	-4.01K	0.02%
CARY STREET PARTNERS FINANCIAL LLC	13.54K	Mar 31, 26	--	0.02%
FRANKLIN RESOURCES INC	13.25K	Mar 31, 26	--	0.02%
Edge Wealth Management LLC	13.00K	Mar 31, 26	--	0.02%
Wealthcare Advisory Partners LLC	12.30K	Mar 31, 26	+4	0.02%
Quantinno Capital Management LP	12.00K	Mar 31, 26	--	0.02%
Tyche Wealth Partners LLC	11.63K	Mar 31, 26	+15	0.02%
MML INVESTORS SERVICES, LLC	11.53K	Mar 31, 26	-17.71K	0.02%
MELFA WEALTH MANAGEMENT, LLC	11.45K	Mar 31, 26	-53	0.02%
Tamar Securities, LLC	11.15K	Mar 31, 26	-1.21K	0.02%
Cetera Investment Advisers	11.01K	Mar 31, 26	-63	0.02%
HARBOR INVESTMENT ADVISORY, LLC	10.23K	Mar 31, 26	--	0.02%
Creative Planning	9.82K	Mar 31, 26	+691	0.02%
Cambridge Investment Research Advisors, Inc.	9.58K	Mar 31, 26	-2.10K	0.02%
GAMCO INVESTORS, INC. ET AL	9.45K	Mar 31, 26	--	0.01%
Garden State Investment Advisory Services LLC	9.20K	Mar 31, 26	--	0.01%
Perkins Coie Trust Co	7.09K	Mar 31, 26	--	0.01%
Strategic Wealth Partners, Ltd.	6.45K	Mar 31, 26	--	0.01%
FIFTH THIRD BANCORP	5.12K	Mar 31, 26	+5.12K	0.01%
Colonial Trust Co / SC	5.00K	Mar 31, 26	--	0.01%
MAI Capital Management	4.25K	Mar 31, 26	--	0.01%
ADVISOR GROUP HOLDINGS, INC.	4.00K	Mar 31, 26	-421	0.01%
Key FInancial Inc	3.88K	Mar 31, 26	+3.88K	0.01%
Noble Wealth Management PBC	3.85K	Mar 31, 26	-567	0.01%
Farther Finance Advisors, LLC	3.00K	Mar 31, 26	+3.00K	0.00%
Geneos Wealth Management Inc.	2.40K	Mar 31, 26	--	0.00%
CHAPMAN FINANCIAL GROUP, LLC	2.00K	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	2.00K	Mar 31, 26	--	0.00%
Westside Investment Management, Inc.	1.83K	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	1.20K	Mar 31, 26	+1.20K	0.00%
ROTHSCHILD INVESTMENT LLC	1.00K	Mar 31, 26	--	0.00%
US BANCORP \DE\	800	Mar 31, 26	+800	0.00%
BESSEMER GROUP INC	754	Mar 31, 26	+754	0.00%
Rosenberg Matthew Hamilton	740	Mar 31, 26	-10	0.00%
Allworth Financial LP	650	Mar 31, 26	+300	0.00%
Bank of New Hampshire	500	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	500	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	500	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	200	Mar 31, 26	+200	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	100	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	11	Mar 31, 26	-7	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	--	0.00%
Mountain Hill Investment Partners Corp.	--	Mar 31, 26	-800	--
Kilter Group LLC	--	Mar 31, 26	-587	--
MOTCO	--	Mar 31, 26	-900	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-400	--
Ackerman Capital Advisors, LLC	--	Mar 31, 26	-21.09K	--
HRT FINANCIAL LP	--	Mar 31, 26	-13.26K	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Mar 31, 26	-19.25K	--
SEVEN MILE ADVISORY	--	Mar 31, 26	-43.30K	--
TWIN FOCUS CAPITAL PARTNERS, LLC	--	Mar 31, 26	-10.79K	--
Global Wealth Strategies & Associates	--	Mar 31, 26	-1.97K	--
Karpus Management, Inc.	4.62M	Dec 31, 25	+210.84K	7.26%
Almitas Capital LLC	1.49M	Dec 31, 25	-53.25K	2.34%
MORGAN STANLEY	1.24M	Dec 31, 25	-72.55K	1.95%
BANK OF AMERICA CORP /DE/	766.48K	Dec 31, 25	-2.65K	1.20%
1607 Capital Partners, LLC	290.81K	Dec 31, 25	-24.32K	0.46%
Colony Group, LLC	252.24K	Dec 31, 25	+252.24K	0.40%
Jacobi Capital Management LLC	204.18K	Dec 31, 25	+787	0.32%
Cerity Partners LLC	143.45K	Dec 31, 25	+500	0.23%
Elgethun Capital Management	137.01K	Dec 31, 25	+4.59K	0.22%
Rockefeller Capital Management L.P.	132.09K	Dec 31, 25	+8.05K	0.21%
RAYMOND JAMES FINANCIAL INC	103.84K	Dec 31, 25	-32.82K	0.16%
AMERIPRISE FINANCIAL INC	80.33K	Dec 31, 25	-14.57K	0.13%
Baird Financial Group, Inc.	50.61K	Dec 31, 25	-11.94K	0.08%
Wellspring Financial Advisors, LLC	46.49K	Dec 31, 25	--	0.07%
NewEdge Advisors, LLC	22.31K	Dec 31, 25	+71	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	20.70K	Dec 31, 25	+6.98K	0.03%
CWM, LLC	19.80K	Dec 31, 25	+300	0.03%
AQR CAPITAL MANAGEMENT LLC	18.54K	Dec 31, 25	--	0.03%
Advisory Services Network, LLC	18.53K	Dec 31, 25	+11	0.03%
HRT FINANCIAL LP	13.26K	Dec 31, 25	+13.26K	0.02%
Tamar Securities, LLC	12.36K	Dec 31, 25	+9	0.02%
Quantinno Capital Management LP	12.00K	Dec 31, 25	--	0.02%
TWIN FOCUS CAPITAL PARTNERS, LLC	10.79K	Dec 31, 25	--	0.02%
Summit Financial Wealth Advisors, LLC	10.15K	Dec 31, 25	-1.50K	0.02%
GAMCO INVESTORS, INC. ET AL	9.45K	Dec 31, 25	--	0.01%
COMERICA BANK	5.12K	Dec 31, 25	-2	0.01%
MAI Capital Management	4.25K	Dec 31, 25	-200	0.01%
Smartleaf Asset Management LLC	500	Dec 31, 25	+500	0.00%
Allworth Financial LP	350	Dec 31, 25	--	0.00%
GUGGENHEIM CAPITAL LLC	--	Dec 31, 25	-9.23K	--
Logan Stone Capital, LLC	--	Dec 31, 25	-14.51K	--
Mariner, LLC	--	Dec 31, 25	-9.39K	--
Keeley-Teton Advisors, LLC	9.45K	Mar 31, 25	+9.45K	0.01%
TrinityPoint Wealth, LLC	--	Dec 31, 24	-21.50K	--
RAYMOND JAMES & ASSOCIATES	101.37K	Sep 30, 24	-548	0.16%
Raymond James Financial Services Advisors, Inc.	42.58K	Sep 30, 24	-1.81K	0.07%
RAYMOND JAMES TRUST N.A.	23.00K	Sep 30, 24	+3.55K	0.04%
Relative Value Partners Group, LLC	--	Jun 30, 24	-66.14K	--
Cetera Advisor Networks LLC	10.60K	Mar 31, 24	-2.96K	0.02%
Retirement Group, LLC	66	Mar 31, 24	--	0.00%
PATHSTONE FAMILY OFFICE, LLC	218.93K	Sep 30, 23	+218.93K	0.34%
Icon Wealth Partners, LLC	16.82K	Sep 30, 23	--	0.03%
Veritable, L.P.	232.38K	Jun 30, 23	+41.07K	0.37%
Lehman & Derafelo Financial Resources LLC	40.30K	Dec 31, 22	-4.70K	0.06%
Covington Capital Management	141.95K	Sep 30, 22	--	0.22%
Jefferies Group LLC	41.50K	Sep 30, 22	+25.05K	0.07%
BREITER CAPITAL MANAGEMENT INC	20.80K	Mar 31, 22	--	0.03%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	--	Mar 31, 22	-8.06K	--
6 Meridian	54.15K	Dec 31, 21	+4.03K	0.09%
NEXT Financial Group, Inc	970	Dec 31, 21	--	0.00%
Cardan Capital Partners, LLC	30.12K	Sep 30, 21	+214	0.05%
USCA RIA LLC	30.08K	Jun 30, 21	-5.00K	0.05%
Reby Advisors, LLC	4.47K	Dec 31, 20	+4.47K	0.01%
Squar Milner Financial Services LLC	5.68K	Mar 31, 20	--	0.01%
Willingdon Wealth Management	--	Mar 31, 20	-2.14K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	35.81K	Dec 31, 19	+859	0.06%
Advisor Group, Inc.	34.60K	Dec 31, 19	-8.39K	0.05%
Horizon Kinetics LLC	40.73K	Dec 31, 18	--	0.06%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	39.41K	Dec 31, 18	+39.41K	0.06%
Lehman Financial Resources, Inc.	144.00K	Sep 30, 18	--	0.23%
NATIONAL PLANNING CORP	--	Dec 31, 17	-29.00K	--
Commonwealth Equity Services, Inc	71.86K	Jun 30, 17	+9.95K	0.11%
WFG Advisors, LP	400	Jun 30, 17	--	0.00%
MSI Financial Services Inc	5.34K	Dec 31, 16	+937	0.01%
BlackRock Investment Management, LLC	--	Dec 31, 16	-8.00K	--
Investors Capital Advisory Services	11.27K	Jun 30, 16	+4	0.02%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-2	--
Dominick & Dominick LLC	16.26K	Dec 31, 14	+98	0.03%
UBS AG	1.88M	Sep 30, 14	-141.52K	2.95%
Jane Street Holding, LLC	--	Dec 31, 13	-24.05K	--
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-20.10K	--

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Karpus Management, Inc.

4.69M

Mar 31, 26

+70.59K

7.37%

Pathstone Holdings, LLC

1.61M

Mar 31, 26

-220.69K

2.54%

MACKAY SHIELDS LLC

1.57M

Mar 31, 26

+202.13K

2.46%

Allspring Global Investments Holdings, LLC

1.56M

Mar 31, 26

2.45%

Almitas Capital LLC

1.49M

Mar 31, 26

2.34%

Tortoise Investment Management, LLC

1.40M

Mar 31, 26

+40.02K

2.20%

MORGAN STANLEY

1.25M

Mar 31, 26

+5.50K

1.96%

RIVERNORTH CAPITAL MANAGEMENT, LLC

881.40K

Mar 31, 26

-284.99K

1.39%

SENTINEL TRUST CO LBA

836.73K

Mar 31, 26

+227.10K

1.32%

UBS Group AG

707.97K

Mar 31, 26

+6.76K

1.11%

Hennion & Walsh Asset Management, Inc.

617.56K

Mar 31, 26

+74.83K

0.97%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

541.05K

Mar 31, 26

-121.71K

0.85%

VAN ECK ASSOCIATES CORP

490.68K

Mar 31, 26

-37.74K

0.77%

LPL Financial LLC

488.95K

Mar 31, 26

+59.14K

0.77%

Merit Financial Group, LLC

442.59K

Mar 31, 26

-18.49K

0.70%

1607 Capital Partners, LLC

385.48K

Mar 31, 26

+94.67K

0.61%

Narwhal Capital Management

357.07K

Mar 31, 26

-30.64K

0.56%

Colony Group, LLC

240.50K

Mar 31, 26

-11.74K

0.38%

Beverly Hills Private Wealth, LLC

228.07K

Mar 31, 26

+53.37K

0.36%

Jacobi Capital Management LLC

204.95K

Mar 31, 26

+767

0.32%

STIFEL FINANCIAL CORP

201.90K

Mar 31, 26

-13.74K

0.32%

WealthBridge Capital Management, LLC

195.91K

Mar 31, 26

+5.87K

0.31%

Dakota Wealth Management

166.66K

Mar 31, 26

+34.40K

0.26%

ENVESTNET ASSET MANAGEMENT INC

140.67K

Mar 31, 26

-16.12K

0.22%

Elgethun Capital Management

137.17K

Mar 31, 26

+162

0.22%

Maltin Wealth Management, Inc.

124.24K

Mar 31, 26

-6.77K

0.20%

Advisors Asset Management, Inc.

123.00K

Mar 31, 26

+44.37K

0.19%

Scarborough Advisors, LLC

120.57K

Mar 31, 26

+454

0.19%

Hara Capital LLC

120.28K

Mar 31, 26

-400

0.19%

Rockefeller Capital Management L.P.

111.32K

Mar 31, 26

-20.77K

0.17%

Eldridge Investment Advisors, Inc.

107.61K

Mar 31, 26

+352

0.17%

Amplius Wealth Advisors, LLC

103.58K

Mar 31, 26

-1.13K

0.16%

RAYMOND JAMES FINANCIAL INC

100.37K

Mar 31, 26

-3.48K

0.16%

Waterfront Wealth Inc.

99.32K

Mar 31, 26

-1.96K

0.16%

COHEN & STEERS, INC.

93.00K

Mar 31, 26

+43.00K

0.15%

PARK AVENUE SECURITIES LLC

82.92K

Mar 31, 26

-8.73K

0.13%

Matisse Capital

81.56K

Mar 31, 26

-8.44K

0.13%

ROYAL BANK OF CANADA

80.28K

Mar 31, 26

-551

0.13%

AMERIPRISE FINANCIAL INC

79.19K

Mar 31, 26

-1.14K

0.12%

Anchor Investment Management, LLC

73.33K

Mar 31, 26

+2.01K

0.12%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

71.42K

Mar 31, 26

-13.92K

0.11%

Gridiron Partners, LLC

67.36K

Mar 31, 26

-9.90K

0.11%

Seed Wealth Management, Inc.

59.17K

Mar 31, 26

0.09%

PETRA FINANCIAL ADVISORS INC

56.98K

Mar 31, 26

+28.41K

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

56.37K

Mar 31, 26

-17.59K

0.09%

Baird Financial Group, Inc.

53.81K

Mar 31, 26

+3.20K

0.08%

PINNACLE ASSOCIATES LTD

51.95K

Mar 31, 26

0.08%

PNC FINANCIAL SERVICES GROUP, INC.

51.73K

Mar 31, 26

+7.60K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

51.56K

Mar 31, 26

-4.05K

0.08%

Steward Partners Investment Advisory, LLC

50.16K

Mar 31, 26

-55.52K

0.08%

Thomas J. Herzfeld Advisors, Inc.

49.07K

Mar 31, 26

-619

0.08%

IEQ CAPITAL, LLC

47.38K

Mar 31, 26

0.07%

B. Riley Wealth Advisors, Inc.

46.80K

Mar 31, 26

-5.73K

0.07%

Sanctuary Advisors, LLC

45.83K

Mar 31, 26

+13

0.07%

Fiera Capital Corp

44.34K

Mar 31, 26

+44.34K

0.07%

Private Advisor Group, LLC

43.37K

Mar 31, 26

+112

0.07%

Oder Investment Management, LLC

43.18K

Mar 31, 26

+31

0.07%

Invesco Ltd.

41.57K

Mar 31, 26

+16.70K

0.07%

OPPENHEIMER & CO INC

41.40K

Mar 31, 26

+3.50K

0.07%

Janney Montgomery Scott LLC

39.26K

Mar 31, 26

+11.71K

0.06%

Wellspring Financial Advisors, LLC

38.09K

Mar 31, 26

-8.40K

0.06%

EP Wealth Advisors, LLC

32.30K

Mar 31, 26

-11.33K

0.05%

Independent Advisor Alliance

31.90K

Mar 31, 26

+31.90K

0.05%

HighTower Advisors, LLC

30.78K

Mar 31, 26

+30.78K

0.05%

PRIVATE TRUST CO NA

30.67K

Mar 31, 26

0.05%

Jefferies Financial Group Inc.

30.56K

Mar 31, 26

+4.08K

0.05%

JANE STREET GROUP, LLC

28.92K

Mar 31, 26

+19.69K

0.05%

Integrated Wealth Concepts LLC

28.41K

Mar 31, 26

+73

0.04%

Kestra Advisory Services, LLC

26.28K

Mar 31, 26

-10.15K

0.04%

Andrew Hill Investment Advisors, Inc.

25.85K

Mar 31, 26

-300

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

24.84K

Mar 31, 26

+4.14K

0.04%

ENCOMPASS WEALTH ADVISORS, LLC

24.40K

Mar 31, 26

0.04%

BRYN MAWR TRUST Co

23.47K

Mar 31, 26

0.04%

Aviance Capital Partners, LLC

23.33K

Mar 31, 26

+11.22K

0.04%

Cerity Partners LLC

22.05K

Mar 31, 26

-121.40K

0.03%

Magnus Financial Group LLC

21.43K

Mar 31, 26

+26

0.03%

Advisory Services Network, LLC

20.59K

Mar 31, 26

+2.06K

0.03%

CWM, LLC

20.30K

Mar 31, 26

+500

0.03%

Successful Portfolios LLC

20.03K

Mar 31, 26

0.03%

Summit Trail Advisors, LLC

19.79K

Mar 31, 26

+19.79K

0.03%

Avise Financial Cooperative, Inc.

19.65K

Mar 31, 26

+7.40K

0.03%

M&T BANK CORP

19.26K

Mar 31, 26

-13.12K

0.03%

Covenant Asset Management, LLC

18.49K

Mar 31, 26

0.03%

INTEGRATED CAPITAL MANAGEMENT, INC.

18.32K

Mar 31, 26

-3.06K

0.03%

AQR CAPITAL MANAGEMENT LLC

17.11K

Mar 31, 26

-1.43K

0.03%

LexAurum Advisors, LLC

17.10K

Mar 31, 26

+17.10K

0.03%

Icon Wealth Advisors, LLC

16.82K

Mar 31, 26

0.03%

Concurrent Investment Advisors, LLC

16.30K

Mar 31, 26

-800

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

15.77K

Mar 31, 26

+384

0.02%

Ritter Daniher Financial Advisory LLC / DE

15.31K

Mar 31, 26

+62

0.02%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

14.55K

Mar 31, 26

0.02%

TWO SIGMA SECURITIES, LLC

14.35K

Mar 31, 26

+14.35K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

14.31K

Mar 31, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.71K

Mar 31, 26

-4.01K

0.02%

CARY STREET PARTNERS FINANCIAL LLC

13.54K

Mar 31, 26

0.02%

FRANKLIN RESOURCES INC

13.25K

Mar 31, 26

0.02%

Edge Wealth Management LLC

13.00K

Mar 31, 26

0.02%

Wealthcare Advisory Partners LLC

12.30K

Mar 31, 26

0.02%

Quantinno Capital Management LP

12.00K

Mar 31, 26

0.02%

Tyche Wealth Partners LLC

11.63K

Mar 31, 26

+15

0.02%

MML INVESTORS SERVICES, LLC

11.53K

Mar 31, 26

-17.71K

0.02%

MELFA WEALTH MANAGEMENT, LLC

11.45K

Mar 31, 26

-53

0.02%

Tamar Securities, LLC

11.15K

Mar 31, 26

-1.21K

0.02%

Cetera Investment Advisers

11.01K

Mar 31, 26

-63

0.02%

HARBOR INVESTMENT ADVISORY, LLC

10.23K

Mar 31, 26

0.02%

Creative Planning

9.82K

Mar 31, 26

+691

0.02%

Cambridge Investment Research Advisors, Inc.

9.58K

Mar 31, 26

-2.10K

0.02%

GAMCO INVESTORS, INC. ET AL

9.45K

Mar 31, 26

0.01%

Garden State Investment Advisory Services LLC

9.20K

Mar 31, 26

0.01%

Perkins Coie Trust Co

7.09K

Mar 31, 26

0.01%

Strategic Wealth Partners, Ltd.

6.45K

Mar 31, 26

0.01%

FIFTH THIRD BANCORP

5.12K

Mar 31, 26

+5.12K

0.01%

Colonial Trust Co / SC

5.00K

Mar 31, 26

0.01%

MAI Capital Management

4.25K

Mar 31, 26

0.01%

ADVISOR GROUP HOLDINGS, INC.

4.00K

Mar 31, 26

-421

0.01%

Key FInancial Inc

3.88K

Mar 31, 26

+3.88K

0.01%

Noble Wealth Management PBC

3.85K

Mar 31, 26

-567

0.01%

Farther Finance Advisors, LLC

3.00K

Mar 31, 26

+3.00K

0.00%

Geneos Wealth Management Inc.

2.40K

Mar 31, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

2.00K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

2.00K

Mar 31, 26

0.00%

Westside Investment Management, Inc.

1.83K

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

1.20K

Mar 31, 26

+1.20K

0.00%

ROTHSCHILD INVESTMENT LLC

1.00K

Mar 31, 26

0.00%

US BANCORP \DE\

800

Mar 31, 26

+800

0.00%

BESSEMER GROUP INC

754

Mar 31, 26

+754

0.00%

Rosenberg Matthew Hamilton

740

Mar 31, 26

-10

0.00%

Allworth Financial LP

650

Mar 31, 26

+300

0.00%

Bank of New Hampshire

500

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

500

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

500

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

200

Mar 31, 26

+200

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

100

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-7

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

Mountain Hill Investment Partners Corp.

Mar 31, 26

-800

Kilter Group LLC

Mar 31, 26

-587

MOTCO

Mar 31, 26

-900

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-400

Ackerman Capital Advisors, LLC

Mar 31, 26

-21.09K

HRT FINANCIAL LP

Mar 31, 26

-13.26K

KESTRA PRIVATE WEALTH SERVICES, LLC

Mar 31, 26

-19.25K

SEVEN MILE ADVISORY

Mar 31, 26

-43.30K

TWIN FOCUS CAPITAL PARTNERS, LLC

Mar 31, 26

-10.79K

Global Wealth Strategies & Associates

Mar 31, 26

-1.97K

Karpus Management, Inc.

4.62M

Dec 31, 25

+210.84K

7.26%

Almitas Capital LLC

1.49M

Dec 31, 25

-53.25K

2.34%

MORGAN STANLEY

1.24M

Dec 31, 25

-72.55K

1.95%

BANK OF AMERICA CORP /DE/

766.48K

Dec 31, 25

-2.65K

1.20%

1607 Capital Partners, LLC

290.81K

Dec 31, 25

-24.32K

0.46%

Colony Group, LLC

252.24K

Dec 31, 25

+252.24K

0.40%

Jacobi Capital Management LLC

204.18K

Dec 31, 25

+787

0.32%

Cerity Partners LLC

143.45K

Dec 31, 25

+500

0.23%

Elgethun Capital Management

137.01K

Dec 31, 25

+4.59K

0.22%

Rockefeller Capital Management L.P.

132.09K

Dec 31, 25

+8.05K

0.21%

RAYMOND JAMES FINANCIAL INC

103.84K

Dec 31, 25

-32.82K

0.16%

AMERIPRISE FINANCIAL INC

80.33K

Dec 31, 25

-14.57K

0.13%

Baird Financial Group, Inc.

50.61K

Dec 31, 25

-11.94K

0.08%

Wellspring Financial Advisors, LLC

46.49K

Dec 31, 25

0.07%

NewEdge Advisors, LLC

22.31K

Dec 31, 25

+71

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

20.70K

Dec 31, 25

+6.98K

0.03%

CWM, LLC

19.80K

Dec 31, 25

+300

0.03%

AQR CAPITAL MANAGEMENT LLC

18.54K

Dec 31, 25

0.03%

Advisory Services Network, LLC

18.53K

Dec 31, 25

+11

0.03%

HRT FINANCIAL LP

13.26K

Dec 31, 25

+13.26K

0.02%

Tamar Securities, LLC

12.36K

Dec 31, 25

0.02%

Quantinno Capital Management LP

12.00K

Dec 31, 25

0.02%

TWIN FOCUS CAPITAL PARTNERS, LLC

10.79K

Dec 31, 25

0.02%

Summit Financial Wealth Advisors, LLC

10.15K

Dec 31, 25

-1.50K

0.02%

GAMCO INVESTORS, INC. ET AL

9.45K

Dec 31, 25

0.01%

COMERICA BANK

5.12K

Dec 31, 25

-2

0.01%

MAI Capital Management

4.25K

Dec 31, 25

-200

0.01%

Smartleaf Asset Management LLC

500

Dec 31, 25

+500

0.00%

Allworth Financial LP

350

Dec 31, 25

0.00%

GUGGENHEIM CAPITAL LLC

Dec 31, 25

-9.23K

Logan Stone Capital, LLC

Dec 31, 25

-14.51K

Mariner, LLC

Dec 31, 25

-9.39K

Keeley-Teton Advisors, LLC

9.45K

Mar 31, 25

+9.45K

0.01%

TrinityPoint Wealth, LLC

Dec 31, 24

-21.50K

RAYMOND JAMES & ASSOCIATES

101.37K

Sep 30, 24

-548

0.16%

Raymond James Financial Services Advisors, Inc.

42.58K

Sep 30, 24

-1.81K

0.07%

RAYMOND JAMES TRUST N.A.

23.00K

Sep 30, 24

+3.55K

0.04%

Relative Value Partners Group, LLC

Jun 30, 24

-66.14K

Cetera Advisor Networks LLC

10.60K

Mar 31, 24

-2.96K

0.02%

Retirement Group, LLC

Mar 31, 24

0.00%

PATHSTONE FAMILY OFFICE, LLC

218.93K

Sep 30, 23

+218.93K

0.34%

Icon Wealth Partners, LLC

16.82K

Sep 30, 23

0.03%

Veritable, L.P.

232.38K

Jun 30, 23

+41.07K

0.37%

Lehman & Derafelo Financial Resources LLC

40.30K

Dec 31, 22

-4.70K

0.06%

Covington Capital Management

141.95K

Sep 30, 22

0.22%

Jefferies Group LLC

41.50K

Sep 30, 22

+25.05K

0.07%

BREITER CAPITAL MANAGEMENT INC

20.80K

Mar 31, 22

0.03%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

Mar 31, 22

-8.06K

6 Meridian

54.15K

Dec 31, 21

+4.03K

0.09%

NEXT Financial Group, Inc

970

Dec 31, 21

0.00%

Cardan Capital Partners, LLC

30.12K

Sep 30, 21

+214

0.05%

USCA RIA LLC

30.08K

Jun 30, 21

-5.00K

0.05%

Reby Advisors, LLC

4.47K

Dec 31, 20

+4.47K

0.01%

Squar Milner Financial Services LLC

5.68K

Mar 31, 20

0.01%

Willingdon Wealth Management

Mar 31, 20

-2.14K

LADENBURG THALMANN FINANCIAL SERVICES INC.

35.81K

Dec 31, 19

+859

0.06%

Advisor Group, Inc.

34.60K

Dec 31, 19

-8.39K

0.05%

Horizon Kinetics LLC

40.73K

Dec 31, 18

0.06%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

39.41K

Dec 31, 18

+39.41K

0.06%

Lehman Financial Resources, Inc.

144.00K

Sep 30, 18

0.23%

NATIONAL PLANNING CORP

Dec 31, 17

-29.00K

Commonwealth Equity Services, Inc

71.86K

Jun 30, 17

+9.95K

0.11%

WFG Advisors, LP

400

Jun 30, 17

0.00%

MSI Financial Services Inc

5.34K

Dec 31, 16

+937

0.01%

BlackRock Investment Management, LLC

Dec 31, 16

-8.00K

Investors Capital Advisory Services

11.27K

Jun 30, 16

0.02%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-2

Dominick & Dominick LLC

16.26K

Dec 31, 14

+98

0.03%

UBS AG

1.88M

Sep 30, 14

-141.52K

2.95%

Jane Street Holding, LLC

Dec 31, 13

-24.05K

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-20.10K