Blackrock Municipal 2030 Target Term Trust(BTT)

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Blackrock Municipal 2030 Target Term Trust(BTT)

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$22.59—

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BTT(BTT)

BTT

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Institutional Ownership

Top 192 Institutional Holders

Holder	Shares	Date	Change	% Held
Karpus Management, Inc.	4.64M	Jun 30, 26	-48.07K	7.29%
MACKAY SHIELDS LLC	1.97M	Jun 30, 26	+401.72K	3.09%
Pathstone Holdings, LLC	1.64M	Jun 30, 26	+25.37K	2.58%
Allspring Global Investments Holdings, LLC	1.56M	Jun 30, 26	+3.50K	2.46%
Almitas Capital LLC	1.49M	Jun 30, 26	-800	2.33%
Tortoise Investment Management, LLC	1.42M	Jun 30, 26	+19.32K	2.23%
SENTINEL TRUST CO LBA	1.27M	Jun 30, 26	+437.88K	2.00%
MORGAN STANLEY	1.27M	Jun 30, 26	+21.10K	1.99%
Hennion & Walsh Asset Management, Inc.	783.68K	Jun 30, 26	+166.12K	1.23%
BANK OF AMERICA CORP /DE/	719.92K	Jun 30, 26	-25.16K	1.13%
UBS Group AG	654.45K	Jun 30, 26	-53.52K	1.03%
LPL Financial LLC	516.30K	Jun 30, 26	+27.35K	0.81%
VAN ECK ASSOCIATES CORP	507.85K	Jun 30, 26	+17.17K	0.80%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	498.55K	Jun 30, 26	-42.50K	0.78%
RIVERNORTH CAPITAL MANAGEMENT, LLC	493.00K	Jun 30, 26	-388.40K	0.77%
Merit Financial Group, LLC	441.03K	Jun 30, 26	-1.56K	0.69%
1607 Capital Partners, LLC	287.24K	Jun 30, 26	-98.24K	0.45%
Beverly Hills Private Wealth, LLC	253.31K	Jun 30, 26	+25.24K	0.40%
Colony Group, LLC	214.19K	Jun 30, 26	-26.31K	0.34%
Jacobi Capital Management LLC	208.04K	Jun 30, 26	+3.09K	0.33%
STIFEL FINANCIAL CORP	203.23K	Jun 30, 26	+1.34K	0.32%
WealthBridge Capital Management, LLC	191.23K	Jun 30, 26	-4.68K	0.30%
Advisors Asset Management, Inc.	178.19K	Jun 30, 26	+55.19K	0.28%
Dakota Wealth Management	166.66K	Jun 30, 26	--	0.26%
ENVESTNET ASSET MANAGEMENT INC	144.04K	Jun 30, 26	+3.37K	0.23%
Elgethun Capital Management	137.30K	Jun 30, 26	+132	0.22%
Scarborough Advisors, LLC	119.53K	Jun 30, 26	-1.04K	0.19%
COHEN & STEERS, INC.	119.00K	Jun 30, 26	+26.00K	0.19%
Maltin Wealth Management, Inc.	117.61K	Jun 30, 26	-6.63K	0.18%
Hara Capital LLC	114.39K	Jun 30, 26	-5.90K	0.18%
Eldridge Investment Advisors, Inc.	107.45K	Jun 30, 26	-154	0.17%
Amplius Wealth Advisors, LLC	100.34K	Jun 30, 26	-3.24K	0.16%
RAYMOND JAMES FINANCIAL INC	93.60K	Jun 30, 26	-6.77K	0.15%
Waterfront Wealth Inc.	92.92K	Jun 30, 26	-6.40K	0.15%
Rockefeller Capital Management L.P.	81.26K	Jun 30, 26	-30.06K	0.13%
ROYAL BANK OF CANADA	80.73K	Jun 30, 26	+448	0.13%
AMERIPRISE FINANCIAL INC	78.56K	Jun 30, 26	-631	0.12%
PARK AVENUE SECURITIES LLC	76.87K	Jun 30, 26	-6.05K	0.12%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	71.42K	Jun 30, 26	--	0.11%
Fiera Capital Corp	66.99K	Jun 30, 26	+22.64K	0.11%
PETRA FINANCIAL ADVISORS INC	63.71K	Jun 30, 26	+6.74K	0.10%
Invesco Ltd.	61.81K	Jun 30, 26	+20.24K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	61.74K	Jun 30, 26	+5.37K	0.10%
Baird Financial Group, Inc.	60.65K	Jun 30, 26	+6.84K	0.10%
Seed Wealth Management, Inc.	59.17K	Jun 30, 26	--	0.09%
Thomas J. Herzfeld Advisors, Inc.	56.61K	Jun 30, 26	+7.54K	0.09%
PNC FINANCIAL SERVICES GROUP, INC.	51.73K	Jun 30, 26	--	0.08%
Private Advisor Group, LLC	51.44K	Jun 30, 26	+8.07K	0.08%
PINNACLE ASSOCIATES LTD	49.97K	Jun 30, 26	-1.97K	0.08%
Integrated Wealth Concepts LLC	49.47K	Jun 30, 26	+21.06K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	48.06K	Jun 30, 26	-3.49K	0.08%
Sanctuary Advisors, LLC	47.77K	Jun 30, 26	+1.94K	0.08%
IEQ CAPITAL, LLC	47.38K	Jun 30, 26	--	0.07%
Oder Investment Management, LLC	47.18K	Jun 30, 26	+4.00K	0.07%
Gridiron Partners, LLC	45.65K	Jun 30, 26	-21.71K	0.07%
HRT FINANCIAL LP	43.72K	Jun 30, 26	+43.72K	0.07%
Wellspring Financial Advisors, LLC	38.09K	Jun 30, 26	--	0.06%
Janney Montgomery Scott LLC	36.53K	Jun 30, 26	-2.72K	0.06%
B. Riley Wealth Advisors, Inc.	33.29K	Jun 30, 26	-13.51K	0.05%
EP Wealth Advisors, LLC	32.30K	Jun 30, 26	--	0.05%
OPPENHEIMER & CO INC	32.21K	Jun 30, 26	-9.19K	0.05%
SNS Financial Group, LLC	30.81K	Jun 30, 26	+30.81K	0.05%
PRIVATE TRUST CO NA	30.67K	Jun 30, 26	--	0.05%
Jefferies Financial Group Inc.	30.56K	Jun 30, 26	--	0.05%
Summit Trail Advisors, LLC	29.07K	Jun 30, 26	+9.27K	0.05%
Cerity Partners LLC	28.27K	Jun 30, 26	+6.22K	0.04%
Kestra Advisory Services, LLC	26.93K	Jun 30, 26	+653	0.04%
Andrew Hill Investment Advisors, Inc.	25.70K	Jun 30, 26	-150	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	25.30K	Jun 30, 26	+459	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	24.43K	Jun 30, 26	+10.72K	0.04%
ENCOMPASS WEALTH ADVISORS, LLC	24.40K	Jun 30, 26	--	0.04%
READYSTATE ASSET MANAGEMENT LP	23.63K	Jun 30, 26	+23.63K	0.04%
BRYN MAWR TRUST Co	23.47K	Jun 30, 26	--	0.04%
Aviance Capital Partners, LLC	23.31K	Jun 30, 26	-18	0.04%
Steward Partners Investment Advisory, LLC	23.25K	Jun 30, 26	-26.92K	0.04%
Avise Financial Cooperative, Inc.	23.16K	Jun 30, 26	+3.51K	0.04%
HighTower Advisors, LLC	22.30K	Jun 30, 26	-8.48K	0.04%
JANE STREET GROUP, LLC	22.06K	Jun 30, 26	-6.86K	0.03%
Magnus Financial Group LLC	21.46K	Jun 30, 26	+39	0.03%
NewEdge Advisors, LLC	21.10K	Jun 30, 26	-1.25K	0.03%
M&T BANK CORP	20.05K	Jun 30, 26	+788	0.03%
Successful Portfolios LLC	20.03K	Jun 30, 26	--	0.03%
Advisory Services Network, LLC	19.60K	Jun 30, 26	-991	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	18.78K	Jun 30, 26	+4.47K	0.03%
Icon Wealth Advisors, LLC	16.82K	Jun 30, 26	--	0.03%
Concurrent Investment Advisors, LLC	16.30K	Jun 30, 26	--	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	15.84K	Jun 30, 26	+73	0.02%
CARY STREET PARTNERS FINANCIAL LLC	15.53K	Jun 30, 26	+1.99K	0.02%
AQR CAPITAL MANAGEMENT LLC	15.53K	Jun 30, 26	-1.59K	0.02%
Ritter Daniher Financial Advisory LLC / DE	15.40K	Jun 30, 26	+93	0.02%
Cetera Investment Advisers	15.16K	Jun 30, 26	+4.15K	0.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	14.55K	Jun 30, 26	--	0.02%
Covenant Asset Management, LLC	14.09K	Jun 30, 26	-4.40K	0.02%
INTEGRATED CAPITAL MANAGEMENT, INC.	14.00K	Jun 30, 26	-4.32K	0.02%
Edge Wealth Management LLC	13.00K	Jun 30, 26	--	0.02%
49 WEALTH MANAGEMENT, LLC	12.32K	Jun 30, 26	+12.32K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	12.30K	Jun 30, 26	+12.30K	0.02%
MML INVESTORS SERVICES, LLC	12.05K	Jun 30, 26	+524	0.02%
Quantinno Capital Management LP	12.00K	Jun 30, 26	--	0.02%
Ackerman Capital Advisors, LLC	11.69K	Jun 30, 26	+11.69K	0.02%
Tyche Wealth Partners LLC	11.65K	Jun 30, 26	+22	0.02%
MELFA WEALTH MANAGEMENT, LLC	11.46K	Jun 30, 26	+8	0.02%
Tamar Securities, LLC	10.75K	Jun 30, 26	-400	0.02%
HARBOR INVESTMENT ADVISORY, LLC	10.23K	Jun 30, 26	--	0.02%
Summit Financial Wealth Advisors, LLC	10.15K	Jun 30, 26	--	0.02%
Summit Financial, LLC	10.01K	Jun 30, 26	+10.01K	0.02%
Cambridge Investment Research Advisors, Inc.	9.82K	Jun 30, 26	+238	0.02%
Garden State Investment Advisory Services LLC	9.20K	Jun 30, 26	--	0.01%
Creative Planning	9.13K	Jun 30, 26	-692	0.01%
Perkins Coie Trust Co	7.09K	Jun 30, 26	--	0.01%
Strategic Wealth Partners, Ltd.	6.45K	Jun 30, 26	--	0.01%
Allworth Financial LP	5.97K	Jun 30, 26	+5.32K	0.01%
Colonial Trust Co / SC	5.00K	Jun 30, 26	--	0.01%
ADVISOR GROUP HOLDINGS, INC.	4.21K	Jun 30, 26	+217	0.01%
FIFTH THIRD BANCORP	4.12K	Jun 30, 26	-1.00K	0.01%
Key FInancial Inc	3.88K	Jun 30, 26	--	0.01%
Noble Wealth Management PBC	3.65K	Jun 30, 26	-200	0.01%
Farther Finance Advisors, LLC	3.00K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	2.50K	Jun 30, 26	+500	0.00%
Geneos Wealth Management Inc.	2.40K	Jun 30, 26	--	0.00%
CHAPMAN FINANCIAL GROUP, LLC	2.00K	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	1.83K	Jun 30, 26	--	0.00%
UMB Bank, n.a.	1.10K	Jun 30, 26	+1.10K	0.00%
ROTHSCHILD INVESTMENT LLC	1.00K	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	800	Jun 30, 26	+800	0.00%
BESSEMER GROUP INC	755	Jun 30, 26	+1	0.00%
Rosenberg Matthew Hamilton	740	Jun 30, 26	--	0.00%
Bank of New Hampshire	500	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	500	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	500	Jun 30, 26	--	0.00%
IFG Advisory, LLC	385	Jun 30, 26	+385	0.00%
Clear Street Group Inc.	284	Jun 30, 26	+284	0.00%
US BANCORP \DE\	156	Jun 30, 26	-644	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	100	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	--	Jun 30, 26	-13.25K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-14.35K	--
Narwhal Capital Management	--	Jun 30, 26	-357.07K	--
Matisse Capital	--	Jun 30, 26	-81.56K	--
LexAurum Advisors, LLC	--	Jun 30, 26	-17.10K	--
GHP Investment Advisors, Inc.	--	Jun 30, 26	-200	--
Western Wealth Management, LLC	--	Jun 30, 26	-4.00K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-11	--
Wealthcare Advisory Partners LLC	--	Jun 30, 26	-12.30K	--
Independent Advisor Alliance	--	Jun 30, 26	-31.90K	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-1.20K	--
GAMCO INVESTORS, INC. ET AL	--	Jun 30, 26	-9.45K	--
MAI Capital Management	--	Jun 30, 26	-4.25K	--
Almitas Capital LLC	1.49M	Mar 31, 26	--	2.34%
Anchor Investment Management, LLC	73.33K	Mar 31, 26	+2.01K	0.12%
CWM, LLC	20.30K	Mar 31, 26	+500	0.03%
COMERICA BANK	5.12K	Dec 31, 25	-2	0.01%
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	--

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Holder

Date

Change

% Held

Karpus Management, Inc.

4.64M

Jun 30, 26

-48.07K

7.29%

MACKAY SHIELDS LLC

1.97M

Jun 30, 26

+401.72K

3.09%

Pathstone Holdings, LLC

1.64M

Jun 30, 26

+25.37K

2.58%

Allspring Global Investments Holdings, LLC

1.56M

Jun 30, 26

+3.50K

2.46%

Almitas Capital LLC

1.49M

Jun 30, 26

-800

2.33%

Tortoise Investment Management, LLC

1.42M

Jun 30, 26

+19.32K

2.23%

SENTINEL TRUST CO LBA

1.27M

Jun 30, 26

+437.88K

2.00%

MORGAN STANLEY

1.27M

Jun 30, 26

+21.10K

1.99%

Hennion & Walsh Asset Management, Inc.

783.68K

Jun 30, 26

+166.12K

1.23%

BANK OF AMERICA CORP /DE/

719.92K

Jun 30, 26

-25.16K

1.13%

UBS Group AG

654.45K

Jun 30, 26

-53.52K

1.03%

LPL Financial LLC

516.30K

Jun 30, 26

+27.35K

0.81%

VAN ECK ASSOCIATES CORP

507.85K

Jun 30, 26

+17.17K

0.80%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

498.55K

Jun 30, 26

-42.50K

0.78%

RIVERNORTH CAPITAL MANAGEMENT, LLC

493.00K

Jun 30, 26

-388.40K

0.77%

Merit Financial Group, LLC

441.03K

Jun 30, 26

-1.56K

0.69%

1607 Capital Partners, LLC

287.24K

Jun 30, 26

-98.24K

0.45%

Beverly Hills Private Wealth, LLC

253.31K

Jun 30, 26

+25.24K

0.40%

Colony Group, LLC

214.19K

Jun 30, 26

-26.31K

0.34%

Jacobi Capital Management LLC

208.04K

Jun 30, 26

+3.09K

0.33%

STIFEL FINANCIAL CORP

203.23K

Jun 30, 26

+1.34K

0.32%

WealthBridge Capital Management, LLC

191.23K

Jun 30, 26

-4.68K

0.30%

Advisors Asset Management, Inc.

178.19K

Jun 30, 26

+55.19K

0.28%

Dakota Wealth Management

166.66K

Jun 30, 26

0.26%

ENVESTNET ASSET MANAGEMENT INC

144.04K

Jun 30, 26

+3.37K

0.23%

Elgethun Capital Management

137.30K

Jun 30, 26

+132

0.22%

Scarborough Advisors, LLC

119.53K

Jun 30, 26

-1.04K

0.19%

COHEN & STEERS, INC.

119.00K

Jun 30, 26

+26.00K

0.19%

Maltin Wealth Management, Inc.

117.61K

Jun 30, 26

-6.63K

0.18%

Hara Capital LLC

114.39K

Jun 30, 26

-5.90K

0.18%

Eldridge Investment Advisors, Inc.

107.45K

Jun 30, 26

-154

0.17%

Amplius Wealth Advisors, LLC

100.34K

Jun 30, 26

-3.24K

0.16%

RAYMOND JAMES FINANCIAL INC

93.60K

Jun 30, 26

-6.77K

0.15%

Waterfront Wealth Inc.

92.92K

Jun 30, 26

-6.40K

0.15%

Rockefeller Capital Management L.P.

81.26K

Jun 30, 26

-30.06K

0.13%

ROYAL BANK OF CANADA

80.73K

Jun 30, 26

+448

0.13%

AMERIPRISE FINANCIAL INC

78.56K

Jun 30, 26

-631

0.12%

PARK AVENUE SECURITIES LLC

76.87K

Jun 30, 26

-6.05K

0.12%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

71.42K

Jun 30, 26

0.11%

Fiera Capital Corp

66.99K

Jun 30, 26

+22.64K

0.11%

PETRA FINANCIAL ADVISORS INC

63.71K

Jun 30, 26

+6.74K

0.10%

Invesco Ltd.

61.81K

Jun 30, 26

+20.24K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

61.74K

Jun 30, 26

+5.37K

0.10%

Baird Financial Group, Inc.

60.65K

Jun 30, 26

+6.84K

0.10%

Seed Wealth Management, Inc.

59.17K

Jun 30, 26

0.09%

Thomas J. Herzfeld Advisors, Inc.

56.61K

Jun 30, 26

+7.54K

0.09%

PNC FINANCIAL SERVICES GROUP, INC.

51.73K

Jun 30, 26

0.08%

Private Advisor Group, LLC

51.44K

Jun 30, 26

+8.07K

0.08%

PINNACLE ASSOCIATES LTD

49.97K

Jun 30, 26

-1.97K

0.08%

Integrated Wealth Concepts LLC

49.47K

Jun 30, 26

+21.06K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

48.06K

Jun 30, 26

-3.49K

0.08%

Sanctuary Advisors, LLC

47.77K

Jun 30, 26

+1.94K

0.08%

IEQ CAPITAL, LLC

47.38K

Jun 30, 26

0.07%

Oder Investment Management, LLC

47.18K

Jun 30, 26

+4.00K

0.07%

Gridiron Partners, LLC

45.65K

Jun 30, 26

-21.71K

0.07%

HRT FINANCIAL LP

43.72K

Jun 30, 26

+43.72K

0.07%

Wellspring Financial Advisors, LLC

38.09K

Jun 30, 26

0.06%

Janney Montgomery Scott LLC

36.53K

Jun 30, 26

-2.72K

0.06%

B. Riley Wealth Advisors, Inc.

33.29K

Jun 30, 26

-13.51K

0.05%

EP Wealth Advisors, LLC

32.30K

Jun 30, 26

0.05%

OPPENHEIMER & CO INC

32.21K

Jun 30, 26

-9.19K

0.05%

SNS Financial Group, LLC

30.81K

Jun 30, 26

+30.81K

0.05%

PRIVATE TRUST CO NA

30.67K

Jun 30, 26

0.05%

Jefferies Financial Group Inc.

30.56K

Jun 30, 26

0.05%

Summit Trail Advisors, LLC

29.07K

Jun 30, 26

+9.27K

0.05%

Cerity Partners LLC

28.27K

Jun 30, 26

+6.22K

0.04%

Kestra Advisory Services, LLC

26.93K

Jun 30, 26

+653

0.04%

Andrew Hill Investment Advisors, Inc.

25.70K

Jun 30, 26

-150

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

25.30K

Jun 30, 26

+459

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

24.43K

Jun 30, 26

+10.72K

0.04%

ENCOMPASS WEALTH ADVISORS, LLC

24.40K

Jun 30, 26

0.04%

READYSTATE ASSET MANAGEMENT LP

23.63K

Jun 30, 26

+23.63K

0.04%

BRYN MAWR TRUST Co

23.47K

Jun 30, 26

0.04%

Aviance Capital Partners, LLC

23.31K

Jun 30, 26

-18

0.04%

Steward Partners Investment Advisory, LLC

23.25K

Jun 30, 26

-26.92K

0.04%

Avise Financial Cooperative, Inc.

23.16K

Jun 30, 26

+3.51K

0.04%

HighTower Advisors, LLC

22.30K

Jun 30, 26

-8.48K

0.04%

JANE STREET GROUP, LLC

22.06K

Jun 30, 26

-6.86K

0.03%

Magnus Financial Group LLC

21.46K

Jun 30, 26

+39

0.03%

NewEdge Advisors, LLC

21.10K

Jun 30, 26

-1.25K

0.03%

M&T BANK CORP

20.05K

Jun 30, 26

+788

0.03%

Successful Portfolios LLC

20.03K

Jun 30, 26

0.03%

Advisory Services Network, LLC

19.60K

Jun 30, 26

-991

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

18.78K

Jun 30, 26

+4.47K

0.03%

Icon Wealth Advisors, LLC

16.82K

Jun 30, 26

0.03%

Concurrent Investment Advisors, LLC

16.30K

Jun 30, 26

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

15.84K

Jun 30, 26

+73

0.02%

CARY STREET PARTNERS FINANCIAL LLC

15.53K

Jun 30, 26

+1.99K

0.02%

AQR CAPITAL MANAGEMENT LLC

15.53K

Jun 30, 26

-1.59K

0.02%

Ritter Daniher Financial Advisory LLC / DE

15.40K

Jun 30, 26

+93

0.02%

Cetera Investment Advisers

15.16K

Jun 30, 26

+4.15K

0.02%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

14.55K

Jun 30, 26

0.02%

Covenant Asset Management, LLC

14.09K

Jun 30, 26

-4.40K

0.02%

INTEGRATED CAPITAL MANAGEMENT, INC.

14.00K

Jun 30, 26

-4.32K

0.02%

Edge Wealth Management LLC

13.00K

Jun 30, 26

0.02%

49 WEALTH MANAGEMENT, LLC

12.32K

Jun 30, 26

+12.32K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

12.30K

Jun 30, 26

+12.30K

0.02%

MML INVESTORS SERVICES, LLC

12.05K

Jun 30, 26

+524

0.02%

Quantinno Capital Management LP

12.00K

Jun 30, 26

0.02%

Ackerman Capital Advisors, LLC

11.69K

Jun 30, 26

+11.69K

0.02%

Tyche Wealth Partners LLC

11.65K

Jun 30, 26

+22

0.02%

MELFA WEALTH MANAGEMENT, LLC

11.46K

Jun 30, 26

0.02%

Tamar Securities, LLC

10.75K

Jun 30, 26

-400

0.02%

HARBOR INVESTMENT ADVISORY, LLC

10.23K

Jun 30, 26

0.02%

Summit Financial Wealth Advisors, LLC

10.15K

Jun 30, 26

0.02%

Summit Financial, LLC

10.01K

Jun 30, 26

+10.01K

0.02%

Cambridge Investment Research Advisors, Inc.

9.82K

Jun 30, 26

+238

0.02%

Garden State Investment Advisory Services LLC

9.20K

Jun 30, 26

0.01%

Creative Planning

9.13K

Jun 30, 26

-692

0.01%

Perkins Coie Trust Co

7.09K

Jun 30, 26

0.01%

Strategic Wealth Partners, Ltd.

6.45K

Jun 30, 26

0.01%

Allworth Financial LP

5.97K

Jun 30, 26

+5.32K

0.01%

Colonial Trust Co / SC

5.00K

Jun 30, 26

0.01%

ADVISOR GROUP HOLDINGS, INC.

4.21K

Jun 30, 26

+217

0.01%

FIFTH THIRD BANCORP

4.12K

Jun 30, 26

-1.00K

0.01%

Key FInancial Inc

3.88K

Jun 30, 26

0.01%

Noble Wealth Management PBC

3.65K

Jun 30, 26

-200

0.01%

Farther Finance Advisors, LLC

3.00K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

2.50K

Jun 30, 26

+500

0.00%

Geneos Wealth Management Inc.

2.40K

Jun 30, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

2.00K

Jun 30, 26

0.00%

Westside Investment Management, Inc.

1.83K

Jun 30, 26

0.00%

UMB Bank, n.a.

1.10K

Jun 30, 26

+1.10K

0.00%

ROTHSCHILD INVESTMENT LLC

1.00K

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

800

Jun 30, 26

+800

0.00%

BESSEMER GROUP INC

755

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

740

Jun 30, 26

0.00%

Bank of New Hampshire

500

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

500

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

500

Jun 30, 26

0.00%

IFG Advisory, LLC

385

Jun 30, 26

+385

0.00%

Clear Street Group Inc.

284

Jun 30, 26

+284

0.00%

US BANCORP \DE\

156

Jun 30, 26

-644

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

100

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

Jun 30, 26

-13.25K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-14.35K

Narwhal Capital Management

Jun 30, 26

-357.07K

Matisse Capital

Jun 30, 26

-81.56K

LexAurum Advisors, LLC

Jun 30, 26

-17.10K

GHP Investment Advisors, Inc.

Jun 30, 26

-200

Western Wealth Management, LLC

Jun 30, 26

-4.00K

Tower Research Capital LLC (TRC)

Jun 30, 26

-11

Wealthcare Advisory Partners LLC

Jun 30, 26

-12.30K

Independent Advisor Alliance

Jun 30, 26

-31.90K

JPMORGAN CHASE & CO

Jun 30, 26

-1.20K

GAMCO INVESTORS, INC. ET AL

Jun 30, 26

-9.45K

MAI Capital Management

Jun 30, 26

-4.25K

Almitas Capital LLC

1.49M

Mar 31, 26

2.34%

Anchor Investment Management, LLC

73.33K

Mar 31, 26

+2.01K

0.12%

CWM, LLC

20.30K

Mar 31, 26

+500

0.03%

COMERICA BANK

5.12K

Dec 31, 25

-2

0.01%

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