BlackRock Credit Allocation Income Trust(BTZ)

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BlackRock Credit Allocation Income Trust(BTZ)

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$10.15—

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BTZ(BTZ)

BTZ

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Institutional Ownership

Top 221 Institutional Holders

Holder	Shares	Date	Change	% Held
SIT INVESTMENT ASSOCIATES INC	6.99M	Jun 30, 26	+49.25K	7.49%
MORGAN STANLEY	5.31M	Jun 30, 26	+196.89K	5.69%
BANK OF AMERICA CORP /DE/	4.75M	Jun 30, 26	+154.11K	5.09%
GUGGENHEIM CAPITAL LLC	1.85M	Jun 30, 26	-66.65K	1.99%
RAYMOND JAMES FINANCIAL INC	1.49M	Jun 30, 26	-21.67K	1.60%
Invesco Ltd.	1.26M	Jun 30, 26	+11.44K	1.35%
WELLS FARGO & COMPANY/MN	976.93K	Jun 30, 26	-31.40K	1.05%
Allspring Global Investments Holdings, LLC	877.14K	Jun 30, 26	+259.94K	0.94%
ROYAL BANK OF CANADA	799.21K	Jun 30, 26	+36.98K	0.86%
Sowell Financial Services LLC	761.47K	Jun 30, 26	+49.17K	0.82%
Capital Investment Advisors, LLC	668.72K	Jun 30, 26	-60.59K	0.72%
UBS Group AG	571.84K	Jun 30, 26	-23.43K	0.61%
LPL Financial LLC	567.82K	Jun 30, 26	-299.83K	0.61%
D.A. DAVIDSON & CO.	488.22K	Jun 30, 26	+105.23K	0.52%
Rareview Capital LLC	420.19K	Jun 30, 26	+52.27K	0.45%
AMERIPRISE FINANCIAL INC	396.94K	Jun 30, 26	+25.73K	0.43%
ENVESTNET ASSET MANAGEMENT INC	350.80K	Jun 30, 26	+309.90K	0.38%
COHEN & STEERS, INC.	331.02K	Jun 30, 26	--	0.35%
Steward Partners Investment Advisory, LLC	324.99K	Jun 30, 26	+4.67K	0.35%
CARY STREET PARTNERS FINANCIAL LLC	324.82K	Jun 30, 26	+23.04K	0.35%
Smith Asset Management Co., LLC	273.34K	Jun 30, 26	-2.94K	0.29%
Thomas J. Herzfeld Advisors, Inc.	245.32K	Jun 30, 26	+245.32K	0.26%
Edgemoor Investment Advisors, Inc.	245.21K	Jun 30, 26	-12.60K	0.26%
THRIVENT FINANCIAL FOR LUTHERANS	240.31K	Jun 30, 26	--	0.26%
FIRST TRUST ADVISORS LP	223.86K	Jun 30, 26	+14.18K	0.24%
WOLVERINE ASSET MANAGEMENT LLC	163.01K	Jun 30, 26	-31.08K	0.17%
Waterfront Wealth Inc.	122.49K	Jun 30, 26	+6.07K	0.13%
Karpus Management, Inc.	120.17K	Jun 30, 26	-1.07K	0.13%
IBEX WEALTH ADVISORS	106.09K	Jun 30, 26	-2.55K	0.11%
Cetera Investment Advisers	96.63K	Jun 30, 26	-139.44K	0.10%
RIVERBRIDGE PARTNERS LLC	93.18K	Jun 30, 26	+93.18K	0.10%
Marks Group Wealth Management, Inc	89.27K	Jun 30, 26	--	0.10%
Stolper Co	87.77K	Jun 30, 26	+22.00K	0.09%
Rockefeller Capital Management L.P.	80.75K	Jun 30, 26	+6.40K	0.09%
Mount Yale Investment Advisors, LLC	79.46K	Jun 30, 26	-2.10K	0.09%
Vestmark Advisory Solutions, Inc.	78.66K	Jun 30, 26	-2.90K	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	77.97K	Jun 30, 26	+563	0.08%
Colony Group, LLC	75.42K	Jun 30, 26	-30.40K	0.08%
Advisors Asset Management, Inc.	72.34K	Jun 30, 26	-55.88K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	67.47K	Jun 30, 26	+14.80K	0.07%
CHOREO, LLC	64.65K	Jun 30, 26	+33.21K	0.07%
PRINCIPAL SECURITIES, INC.	64.42K	Jun 30, 26	-4.51K	0.07%
Chicago Partners Investment Group LLC	57.82K	Jun 30, 26	+761	0.06%
ADVISOR GROUP HOLDINGS, INC.	54.92K	Jun 30, 26	+1.37K	0.06%
PRIVATE TRUST CO NA	54.85K	Jun 30, 26	-80.00K	0.06%
1607 Capital Partners, LLC	53.82K	Jun 30, 26	-37.20K	0.06%
Johnson Financial Group, Inc.	53.71K	Jun 30, 26	--	0.06%
Noble Wealth Management PBC	52.53K	Jun 30, 26	+18.50K	0.06%
Alteri Wealth LLC	52.26K	Jun 30, 26	+110	0.06%
Lido Advisors, LLC	51.81K	Jun 30, 26	--	0.06%
EP Wealth Advisors, LLC	51.36K	Jun 30, 26	+9.57K	0.06%
Marex Group plc	51.00K	Jun 30, 26	+51.00K	0.05%
Shulman DeMeo Asset Management LLC	50.28K	Jun 30, 26	-260	0.05%
PIN OAK INVESTMENT ADVISORS INC	49.68K	Jun 30, 26	--	0.05%
JANE STREET GROUP, LLC	47.85K	Jun 30, 26	-49.60K	0.05%
Uncommon Cents Investing LLC	47.27K	Jun 30, 26	+633	0.05%
IMC-Chicago, LLC	41.56K	Jun 30, 26	+41.56K	0.04%
HORIZON KINETICS ASSET MANAGEMENT LLC	39.70K	Jun 30, 26	-834	0.04%
XTX Topco Ltd	38.06K	Jun 30, 26	+5.56K	0.04%
Global Retirement Partners, LLC	36.02K	Jun 30, 26	+36.02K	0.04%
Mezzasalma Advisors, LLC	35.84K	Jun 30, 26	-966	0.04%
Broyhill Asset Management	32.50K	Jun 30, 26	--	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	32.26K	Jun 30, 26	-3.20K	0.03%
Mariner, LLC	31.01K	Jun 30, 26	+5.12K	0.03%
Ellis Investment Partners, LLC	29.91K	Jun 30, 26	-1.04K	0.03%
Concurrent Investment Advisors, LLC	29.84K	Jun 30, 26	-2.44K	0.03%
Palogic Value Management, L.P.	29.37K	Jun 30, 26	--	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	27.84K	Jun 30, 26	-127	0.03%
TRUIST FINANCIAL CORP	27.83K	Jun 30, 26	--	0.03%
NewEdge Advisors, LLC	26.89K	Jun 30, 26	-1.80K	0.03%
StoneX Group Inc.	26.78K	Jun 30, 26	+26.78K	0.03%
Park Edge Advisors, LLC	24.61K	Jun 30, 26	+2.25K	0.03%
EVERGREEN CAPITAL MANAGEMENT LLC	23.83K	Jun 30, 26	+875	0.03%
MML INVESTORS SERVICES, LLC	23.39K	Jun 30, 26	-616	0.03%
Cambridge Investment Research Advisors, Inc.	23.04K	Jun 30, 26	-196	0.02%
SMH CAPITAL ADVISORS INC	22.21K	Jun 30, 26	+107	0.02%
Virtu Financial LLC	22.11K	Jun 30, 26	-6.17K	0.02%
Equitable Holdings, Inc.	20.45K	Jun 30, 26	+6.05K	0.02%
Merit Financial Group, LLC	20.25K	Jun 30, 26	+1.70K	0.02%
NOMURA HOLDINGS INC	20.00K	Jun 30, 26	-3.00K	0.02%
DIVIDEND ASSETS CAPITAL, LLC	20.00K	Jun 30, 26	+20.00K	0.02%
Creekside Partners	19.36K	Jun 30, 26	+46	0.02%
Almitas Capital LLC	18.66K	Jun 30, 26	+18.66K	0.02%
180 WEALTH ADVISORS, LLC	18.42K	Jun 30, 26	--	0.02%
COMMONWEALTH EQUITY SERVICES, LLC	17.87K	Jun 30, 26	-9.57K	0.02%
Private Advisor Group, LLC	17.67K	Jun 30, 26	+1.99K	0.02%
Future Financial Wealth Managment LLC	17.00K	Jun 30, 26	--	0.02%
Valley Brook Capital Group, Inc.	16.72K	Jun 30, 26	--	0.02%
Integrated Wealth Concepts LLC	16.69K	Jun 30, 26	+253	0.02%
Waverly Advisors, LLC	15.77K	Jun 30, 26	-1.65K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.65K	Jun 30, 26	+1.84K	0.02%
Janney Montgomery Scott LLC	15.29K	Jun 30, 26	-500	0.02%
STIFEL FINANCIAL CORP	15.09K	Jun 30, 26	-1.97K	0.02%
Prospera Financial Services Inc	15.08K	Jun 30, 26	+87	0.02%
PARK AVENUE SECURITIES LLC	15.04K	Jun 30, 26	+119	0.02%
Clearstead Advisors, LLC	14.12K	Jun 30, 26	+203	0.02%
NWAM LLC	14.05K	Jun 30, 26	-5.22K	0.02%
E&G Advisors, LP	13.79K	Jun 30, 26	-100	0.01%
Crescent Grove Advisors, LLC	13.50K	Jun 30, 26	--	0.01%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	13.50K	Jun 30, 26	--	0.01%
Kovack Advisors, Inc.	13.35K	Jun 30, 26	+13.35K	0.01%
OPPENHEIMER & CO INC	13.30K	Jun 30, 26	+6	0.01%
MRA Advisory Group	13.24K	Jun 30, 26	+151	0.01%
MELFA WEALTH MANAGEMENT, LLC	13.24K	Jun 30, 26	--	0.01%
Shaker Financial Services, LLC	13.15K	Jun 30, 26	-62.99K	0.01%
Northstar Financial Companies, Inc.	13.00K	Jun 30, 26	--	0.01%
CHAPIN DAVIS, INC.	13.00K	Jun 30, 26	--	0.01%
Miller Financial Services LLC	13.00K	Jun 30, 26	--	0.01%
Pensionmark Financial Group, LLC	12.44K	Jun 30, 26	--	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	12.35K	Jun 30, 26	-1.37K	0.01%
Beacon Pointe Advisors, LLC	12.10K	Jun 30, 26	+12.10K	0.01%
ACCREDITED INVESTOR SERVICES, LLC	11.86K	Jun 30, 26	+360	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.51K	Jun 30, 26	+11.51K	0.01%
SRS Capital Advisors, Inc.	11.45K	Jun 30, 26	+11.45K	0.01%
WEDBUSH SECURITIES INC	11.38K	Jun 30, 26	+62	0.01%
Pinnacle Wealth Planning Services, Inc.	11.38K	Jun 30, 26	+441	0.01%
Tyche Wealth Partners LLC	11.00K	Jun 30, 26	--	0.01%
OAK FAMILY ADVISORS, LLC	10.93K	Jun 30, 26	--	0.01%
STEPHENS INC /AR/	10.54K	Jun 30, 26	--	0.01%
Sound View Wealth Advisors Group, LLC	10.40K	Jun 30, 26	--	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	10.05K	Jun 30, 26	-7.57K	0.01%
Physician Wealth Advisors, Inc.	10.00K	Jun 30, 26	--	0.01%
WPG Advisers, LLC	6.50K	Jun 30, 26	+258	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	6.00K	Jun 30, 26	+6.00K	0.01%
EASTERN BANK	5.67K	Jun 30, 26	--	0.01%
Clear Street Group Inc.	5.66K	Jun 30, 26	+5.66K	0.01%
GILL CAPITAL PARTNERS, LLC	5.10K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	3.61K	Jun 30, 26	+3.61K	0.00%
Kentucky Trust Co	2.72K	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	2.69K	Jun 30, 26	-645	0.00%
HARBOUR INVESTMENTS, INC.	2.62K	Jun 30, 26	-199	0.00%
Institute for Wealth Management, LLC.	2.15K	Jun 30, 26	+2.15K	0.00%
Farther Finance Advisors, LLC	1.76K	Jun 30, 26	--	0.00%
First PREMIER Bank	1.70K	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.62K	Jun 30, 26	--	0.00%
WEBSTER BANK, N. A.	1.38K	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	1.23K	Jun 30, 26	--	0.00%
Pacifica Partners Inc.	1.11K	Jun 30, 26	+27	0.00%
NBC SECURITIES, INC.	1.00K	Jun 30, 26	--	0.00%
Axiom Investment Management LLC	999	Jun 30, 26	-173	0.00%
Measured Wealth Private Client Group, LLC	750	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	553	Jun 30, 26	+553	0.00%
HIGHLINE WEALTH PARTNERS LLC	280	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	240	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	200	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	100	Jun 30, 26	+100	0.00%
Russell Investments Group, Ltd.	40	Jun 30, 26	+40	0.00%
HUNTINGTON NATIONAL BANK	2	Jun 30, 26	--	0.00%
Spire Wealth Management	--	Jun 30, 26	-283	--
Western Wealth Management, LLC	--	Jun 30, 26	-372	--
SOA Wealth Advisors, LLC.	--	Jun 30, 26	-12.80K	--
HRT FINANCIAL LP	--	Jun 30, 26	-10.46K	--
NORTHERN TRUST CORP	--	Jun 30, 26	-12.00K	--
Advisory Services Network, LLC	--	Jun 30, 26	-9.59K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-4.03K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-29	--
Logan Stone Capital, LLC	--	Jun 30, 26	-50.99K	--
HighTower Advisors, LLC	--	Jun 30, 26	-11.02K	--
READYSTATE ASSET MANAGEMENT LP	--	Jun 30, 26	-100.59K	--
MAI Capital Management	--	Jun 30, 26	-5.49K	--
Elm3 Financial Group, LLC	--	Jun 30, 26	-11.40K	--
WealthShield Partners, LLC	--	Jun 30, 26	-41.10K	--
CWM, LLC	611	Mar 31, 26	-2.22K	0.00%
MGB Wealth Management, LLC	29.08K	Dec 31, 25	--	0.03%
COMERICA BANK	3.43K	Dec 31, 25	-630	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.25K	--
Wela Strategies, Inc.	44.52K	Sep 30, 25	+1.12K	0.05%
WETHERBY ASSET MANAGEMENT INC	15.13K	Sep 30, 25	--	0.02%
Cutter & CO Brokerage, Inc.	14.80K	Mar 31, 25	+175	0.02%
Sanctuary Wealth Management, L.L.C.	281	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	1.01M	Sep 30, 24	+48.80K	1.08%
RAYMOND JAMES & ASSOCIATES	281.28K	Sep 30, 24	-22.84K	0.30%
9258 Wealth Management, LLC	21.98K	Sep 30, 24	--	0.02%
Connectus Wealth, LLC	82.50K	Mar 31, 24	--	0.09%
Cetera Advisors LLC	13.70K	Mar 31, 24	+13.70K	0.01%
Cetera Advisor Networks LLC	10.18K	Mar 31, 24	+10.18K	0.01%
Bartlett & Co. LLC	5.38K	Dec 31, 23	--	0.01%
Baystate Wealth Management LLC	1.02K	Dec 31, 23	+1.02K	0.00%
Claybrook Capital, LLC	37.53K	Sep 30, 23	--	0.04%
OTA Financial Group L.P.	--	Jun 30, 23	-28.32K	--
Lehman & Derafelo Financial Resources LLC	180.38K	Dec 31, 22	-4.47K	0.19%
Lloyd Park, LLC	18.91K	Sep 30, 22	-1.89K	0.02%
American Portfolios Advisors	5.51K	Sep 30, 22	+113	0.01%
Strategic Asset Management, LLC	2.67K	Sep 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	--	Jun 30, 22	-890	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4.65M	Mar 31, 22	+135.54K	4.98%
NEXT Financial Group, Inc	3.70K	Dec 31, 21	--	0.00%
Crescent Capital Consulting, LLC	2.00K	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	20.50K	Sep 30, 21	+2.50K	0.02%
Hoover Financial Advisors, Inc.	880	Jun 30, 21	--	0.00%
TCF National Bank	14.00K	Mar 31, 21	--	0.02%
Point View Wealth Management, Inc.	59.72K	Dec 31, 20	+73	0.06%
First Allied Advisory Services, Inc.	14.74K	Sep 30, 20	-10	0.02%
TCG Advisors, LP	--	Sep 30, 20	-99.74K	--
Argent Wealth Management LLC	12.12K	Jun 30, 20	--	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	80.96K	Dec 31, 19	-1.24K	0.09%
Advisor Group, Inc.	45.20K	Dec 31, 19	+6.92K	0.05%
BB&T SECURITIES, LLC	21.20K	Sep 30, 19	-757	0.02%
CHEMICAL BANK	14.00K	Jun 30, 19	--	0.02%
Sound View Wealth Advisors, LLC	21.90K	Mar 31, 19	-2.03K	0.02%
NEXT Financial Holdings	687	Mar 31, 19	+687	0.00%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	1.50M	Dec 31, 18	+656.71K	1.61%
Horizon Kinetics LLC	52.82K	Dec 31, 18	--	0.06%
Lehman Financial Resources, Inc.	308.76K	Sep 30, 18	+28	0.33%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-20.74K	--
Commonwealth Equity Services, Inc	112.48K	Jun 30, 17	-11.58K	0.12%
Virtu KCG Holdings LLC	13.73K	Jun 30, 17	+13.73K	0.01%
BlackRock Group LTD	253.25K	Dec 31, 16	--	0.27%
MSI Financial Services Inc	18.04K	Dec 31, 16	+645	0.02%
Cleary Gull Holdings Inc.	321.95K	Mar 31, 16	-671.28K	0.34%
Pinnacle Summer Investments, Inc.	766	Dec 31, 15	+766	0.00%
MID CONTINENT CAPITAL LLC/IL	316.83K	Sep 30, 15	-1.50K	0.34%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-32	--
Relative Value Partners, LLC	4.96M	Mar 31, 15	+19.14K	5.31%
CLEARY GULL INC.	224.45K	Mar 31, 15	+224.45K	0.24%
NEW ENGLAND SECURITIES CORP /MA/	8.19K	Dec 31, 14	+150	0.01%
UBS AG	1.32M	Sep 30, 14	+191.00K	1.41%
BlueCrest Capital Management LLP	--	Sep 30, 14	-18.13K	--
OTA LLC	23.40K	Jun 30, 14	+23.40K	0.03%
First Allied Securities, Inc.	69.25K	Jun 30, 12	-250	0.07%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	834.91K	Jun 30, 10	+19.07K	0.89%

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Holder

Date

Change

% Held

SIT INVESTMENT ASSOCIATES INC

6.99M

Jun 30, 26

+49.25K

7.49%

MORGAN STANLEY

5.31M

Jun 30, 26

+196.89K

5.69%

BANK OF AMERICA CORP /DE/

4.75M

Jun 30, 26

+154.11K

5.09%

GUGGENHEIM CAPITAL LLC

1.85M

Jun 30, 26

-66.65K

1.99%

RAYMOND JAMES FINANCIAL INC

1.49M

Jun 30, 26

-21.67K

1.60%

Invesco Ltd.

1.26M

Jun 30, 26

+11.44K

1.35%

WELLS FARGO & COMPANY/MN

976.93K

Jun 30, 26

-31.40K

1.05%

Allspring Global Investments Holdings, LLC

877.14K

Jun 30, 26

+259.94K

0.94%

ROYAL BANK OF CANADA

799.21K

Jun 30, 26

+36.98K

0.86%

Sowell Financial Services LLC

761.47K

Jun 30, 26

+49.17K

0.82%

Capital Investment Advisors, LLC

668.72K

Jun 30, 26

-60.59K

0.72%

UBS Group AG

571.84K

Jun 30, 26

-23.43K

0.61%

LPL Financial LLC

567.82K

Jun 30, 26

-299.83K

0.61%

D.A. DAVIDSON & CO.

488.22K

Jun 30, 26

+105.23K

0.52%

Rareview Capital LLC

420.19K

Jun 30, 26

+52.27K

0.45%

AMERIPRISE FINANCIAL INC

396.94K

Jun 30, 26

+25.73K

0.43%

ENVESTNET ASSET MANAGEMENT INC

350.80K

Jun 30, 26

+309.90K

0.38%

COHEN & STEERS, INC.

331.02K

Jun 30, 26

0.35%

Steward Partners Investment Advisory, LLC

324.99K

Jun 30, 26

+4.67K

0.35%

CARY STREET PARTNERS FINANCIAL LLC

324.82K

Jun 30, 26

+23.04K

0.35%

Smith Asset Management Co., LLC

273.34K

Jun 30, 26

-2.94K

0.29%

Thomas J. Herzfeld Advisors, Inc.

245.32K

Jun 30, 26

+245.32K

0.26%

Edgemoor Investment Advisors, Inc.

245.21K

Jun 30, 26

-12.60K

0.26%

THRIVENT FINANCIAL FOR LUTHERANS

240.31K

Jun 30, 26

0.26%

FIRST TRUST ADVISORS LP

223.86K

Jun 30, 26

+14.18K

0.24%

WOLVERINE ASSET MANAGEMENT LLC

163.01K

Jun 30, 26

-31.08K

0.17%

Waterfront Wealth Inc.

122.49K

Jun 30, 26

+6.07K

0.13%

Karpus Management, Inc.

120.17K

Jun 30, 26

-1.07K

0.13%

IBEX WEALTH ADVISORS

106.09K

Jun 30, 26

-2.55K

0.11%

Cetera Investment Advisers

96.63K

Jun 30, 26

-139.44K

0.10%

RIVERBRIDGE PARTNERS LLC

93.18K

Jun 30, 26

+93.18K

0.10%

Marks Group Wealth Management, Inc

89.27K

Jun 30, 26

0.10%

Stolper Co

87.77K

Jun 30, 26

+22.00K

0.09%

Rockefeller Capital Management L.P.

80.75K

Jun 30, 26

+6.40K

0.09%

Mount Yale Investment Advisors, LLC

79.46K

Jun 30, 26

-2.10K

0.09%

Vestmark Advisory Solutions, Inc.

78.66K

Jun 30, 26

-2.90K

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

77.97K

Jun 30, 26

+563

0.08%

Colony Group, LLC

75.42K

Jun 30, 26

-30.40K

0.08%

Advisors Asset Management, Inc.

72.34K

Jun 30, 26

-55.88K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

67.47K

Jun 30, 26

+14.80K

0.07%

CHOREO, LLC

64.65K

Jun 30, 26

+33.21K

0.07%

PRINCIPAL SECURITIES, INC.

64.42K

Jun 30, 26

-4.51K

0.07%

Chicago Partners Investment Group LLC

57.82K

Jun 30, 26

+761

0.06%

ADVISOR GROUP HOLDINGS, INC.

54.92K

Jun 30, 26

+1.37K

0.06%

PRIVATE TRUST CO NA

54.85K

Jun 30, 26

-80.00K

0.06%

1607 Capital Partners, LLC

53.82K

Jun 30, 26

-37.20K

0.06%

Johnson Financial Group, Inc.

53.71K

Jun 30, 26

0.06%

Noble Wealth Management PBC

52.53K

Jun 30, 26

+18.50K

0.06%

Alteri Wealth LLC

52.26K

Jun 30, 26

+110

0.06%

Lido Advisors, LLC

51.81K

Jun 30, 26

0.06%

EP Wealth Advisors, LLC

51.36K

Jun 30, 26

+9.57K

0.06%

Marex Group plc

51.00K

Jun 30, 26

+51.00K

0.05%

Shulman DeMeo Asset Management LLC

50.28K

Jun 30, 26

-260

0.05%

PIN OAK INVESTMENT ADVISORS INC

49.68K

Jun 30, 26

0.05%

JANE STREET GROUP, LLC

47.85K

Jun 30, 26

-49.60K

0.05%

Uncommon Cents Investing LLC

47.27K

Jun 30, 26

+633

0.05%

IMC-Chicago, LLC

41.56K

Jun 30, 26

+41.56K

0.04%

HORIZON KINETICS ASSET MANAGEMENT LLC

39.70K

Jun 30, 26

-834

0.04%

XTX Topco Ltd

38.06K

Jun 30, 26

+5.56K

0.04%

Global Retirement Partners, LLC

36.02K

Jun 30, 26

+36.02K

0.04%

Mezzasalma Advisors, LLC

35.84K

Jun 30, 26

-966

0.04%

Broyhill Asset Management

32.50K

Jun 30, 26

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

32.26K

Jun 30, 26

-3.20K

0.03%

Mariner, LLC

31.01K

Jun 30, 26

+5.12K

0.03%

Ellis Investment Partners, LLC

29.91K

Jun 30, 26

-1.04K

0.03%

Concurrent Investment Advisors, LLC

29.84K

Jun 30, 26

-2.44K

0.03%

Palogic Value Management, L.P.

29.37K

Jun 30, 26

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

27.84K

Jun 30, 26

-127

0.03%

TRUIST FINANCIAL CORP

27.83K

Jun 30, 26

0.03%

NewEdge Advisors, LLC

26.89K

Jun 30, 26

-1.80K

0.03%

StoneX Group Inc.

26.78K

Jun 30, 26

+26.78K

0.03%

Park Edge Advisors, LLC

24.61K

Jun 30, 26

+2.25K

0.03%

EVERGREEN CAPITAL MANAGEMENT LLC

23.83K

Jun 30, 26

+875

0.03%

MML INVESTORS SERVICES, LLC

23.39K

Jun 30, 26

-616

0.03%

Cambridge Investment Research Advisors, Inc.

23.04K

Jun 30, 26

-196

0.02%

SMH CAPITAL ADVISORS INC

22.21K

Jun 30, 26

+107

0.02%

Virtu Financial LLC

22.11K

Jun 30, 26

-6.17K

0.02%

Equitable Holdings, Inc.

20.45K

Jun 30, 26

+6.05K

0.02%

Merit Financial Group, LLC

20.25K

Jun 30, 26

+1.70K

0.02%

NOMURA HOLDINGS INC

20.00K

Jun 30, 26

-3.00K

0.02%

DIVIDEND ASSETS CAPITAL, LLC

20.00K

Jun 30, 26

+20.00K

0.02%

Creekside Partners

19.36K

Jun 30, 26

+46

0.02%

Almitas Capital LLC

18.66K

Jun 30, 26

+18.66K

0.02%

180 WEALTH ADVISORS, LLC

18.42K

Jun 30, 26

0.02%

COMMONWEALTH EQUITY SERVICES, LLC

17.87K

Jun 30, 26

-9.57K

0.02%

Private Advisor Group, LLC

17.67K

Jun 30, 26

+1.99K

0.02%

Future Financial Wealth Managment LLC

17.00K

Jun 30, 26

0.02%

Valley Brook Capital Group, Inc.

16.72K

Jun 30, 26

0.02%

Integrated Wealth Concepts LLC

16.69K

Jun 30, 26

+253

0.02%

Waverly Advisors, LLC

15.77K

Jun 30, 26

-1.65K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.65K

Jun 30, 26

+1.84K

0.02%

Janney Montgomery Scott LLC

15.29K

Jun 30, 26

-500

0.02%

STIFEL FINANCIAL CORP

15.09K

Jun 30, 26

-1.97K

0.02%

Prospera Financial Services Inc

15.08K

Jun 30, 26

+87

0.02%

PARK AVENUE SECURITIES LLC

15.04K

Jun 30, 26

+119

0.02%

Clearstead Advisors, LLC

14.12K

Jun 30, 26

+203

0.02%

NWAM LLC

14.05K

Jun 30, 26

-5.22K

0.02%

E&G Advisors, LP

13.79K

Jun 30, 26

-100

0.01%

Crescent Grove Advisors, LLC

13.50K

Jun 30, 26

0.01%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

13.50K

Jun 30, 26

0.01%

Kovack Advisors, Inc.

13.35K

Jun 30, 26

+13.35K

0.01%

OPPENHEIMER & CO INC

13.30K

Jun 30, 26

0.01%

MRA Advisory Group

13.24K

Jun 30, 26

+151

0.01%

MELFA WEALTH MANAGEMENT, LLC

13.24K

Jun 30, 26

0.01%

Shaker Financial Services, LLC

13.15K

Jun 30, 26

-62.99K

0.01%

Northstar Financial Companies, Inc.

13.00K

Jun 30, 26

0.01%

CHAPIN DAVIS, INC.

13.00K

Jun 30, 26

0.01%

Miller Financial Services LLC

13.00K

Jun 30, 26

0.01%

Pensionmark Financial Group, LLC

12.44K

Jun 30, 26

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

12.35K

Jun 30, 26

-1.37K

0.01%

Beacon Pointe Advisors, LLC

12.10K

Jun 30, 26

+12.10K

0.01%

ACCREDITED INVESTOR SERVICES, LLC

11.86K

Jun 30, 26

+360

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.51K

Jun 30, 26

+11.51K

0.01%

SRS Capital Advisors, Inc.

11.45K

Jun 30, 26

+11.45K

0.01%

WEDBUSH SECURITIES INC

11.38K

Jun 30, 26

+62

0.01%

Pinnacle Wealth Planning Services, Inc.

11.38K

Jun 30, 26

+441

0.01%

Tyche Wealth Partners LLC

11.00K

Jun 30, 26

0.01%

OAK FAMILY ADVISORS, LLC

10.93K

Jun 30, 26

0.01%

STEPHENS INC /AR/

10.54K

Jun 30, 26

0.01%

Sound View Wealth Advisors Group, LLC

10.40K

Jun 30, 26

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

10.05K

Jun 30, 26

-7.57K

0.01%

Physician Wealth Advisors, Inc.

10.00K

Jun 30, 26

0.01%

WPG Advisers, LLC

6.50K

Jun 30, 26

+258

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

6.00K

Jun 30, 26

+6.00K

0.01%

EASTERN BANK

5.67K

Jun 30, 26

0.01%

Clear Street Group Inc.

5.66K

Jun 30, 26

+5.66K

0.01%

GILL CAPITAL PARTNERS, LLC

5.10K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

3.61K

Jun 30, 26

+3.61K

0.00%

Kentucky Trust Co

2.72K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

2.69K

Jun 30, 26

-645

0.00%

HARBOUR INVESTMENTS, INC.

2.62K

Jun 30, 26

-199

0.00%

Institute for Wealth Management, LLC.

2.15K

Jun 30, 26

+2.15K

0.00%

Farther Finance Advisors, LLC

1.76K

Jun 30, 26

0.00%

First PREMIER Bank

1.70K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.62K

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

1.38K

Jun 30, 26

0.00%

North Star Investment Management Corp.

1.23K

Jun 30, 26

0.00%

Pacifica Partners Inc.

1.11K

Jun 30, 26

+27

0.00%

NBC SECURITIES, INC.

1.00K

Jun 30, 26

0.00%

Axiom Investment Management LLC

999

Jun 30, 26

-173

0.00%

Measured Wealth Private Client Group, LLC

750

Jun 30, 26

0.00%

BESSEMER GROUP INC

553

Jun 30, 26

+553

0.00%

HIGHLINE WEALTH PARTNERS LLC

280

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

240

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

200

Jun 30, 26

0.00%

CENTRAL TRUST Co

100

Jun 30, 26

+100

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

+40

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

-283

Western Wealth Management, LLC

Jun 30, 26

-372

SOA Wealth Advisors, LLC.

Jun 30, 26

-12.80K

HRT FINANCIAL LP

Jun 30, 26

-10.46K

NORTHERN TRUST CORP

Jun 30, 26

-12.00K

Advisory Services Network, LLC

Jun 30, 26

-9.59K

Sound Income Strategies, LLC

Jun 30, 26

-4.03K

Tower Research Capital LLC (TRC)

Jun 30, 26

-29

Logan Stone Capital, LLC

Jun 30, 26

-50.99K

HighTower Advisors, LLC

Jun 30, 26

-11.02K

READYSTATE ASSET MANAGEMENT LP

Jun 30, 26

-100.59K

MAI Capital Management

Jun 30, 26

-5.49K

Elm3 Financial Group, LLC

Jun 30, 26

-11.40K

WealthShield Partners, LLC

Jun 30, 26

-41.10K

CWM, LLC

611

Mar 31, 26

-2.22K

0.00%

MGB Wealth Management, LLC

29.08K

Dec 31, 25

0.03%

COMERICA BANK

3.43K

Dec 31, 25

-630

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.25K

Wela Strategies, Inc.

44.52K

Sep 30, 25

+1.12K

0.05%

WETHERBY ASSET MANAGEMENT INC

15.13K

Sep 30, 25

0.02%

Cutter & CO Brokerage, Inc.

14.80K

Mar 31, 25

+175

0.02%

Sanctuary Wealth Management, L.L.C.

281

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

1.01M

Sep 30, 24

+48.80K

1.08%

RAYMOND JAMES & ASSOCIATES

281.28K

Sep 30, 24

-22.84K

0.30%

9258 Wealth Management, LLC

21.98K

Sep 30, 24

0.02%

Connectus Wealth, LLC

82.50K

Mar 31, 24

0.09%

Cetera Advisors LLC

13.70K

Mar 31, 24

+13.70K

0.01%

Cetera Advisor Networks LLC

10.18K

Mar 31, 24

+10.18K

0.01%

Bartlett & Co. LLC

5.38K

Dec 31, 23

0.01%

Baystate Wealth Management LLC

1.02K

Dec 31, 23

+1.02K

0.00%

Claybrook Capital, LLC

37.53K

Sep 30, 23

0.04%

OTA Financial Group L.P.

Jun 30, 23

-28.32K

Lehman & Derafelo Financial Resources LLC

180.38K

Dec 31, 22

-4.47K

0.19%

Lloyd Park, LLC

18.91K

Sep 30, 22

-1.89K

0.02%

American Portfolios Advisors

5.51K

Sep 30, 22

+113

0.01%

Strategic Asset Management, LLC

2.67K

Sep 30, 22

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

-890

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.65M

Mar 31, 22

+135.54K

4.98%

NEXT Financial Group, Inc

3.70K

Dec 31, 21

0.00%

Crescent Capital Consulting, LLC

2.00K

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

20.50K

Sep 30, 21

+2.50K

0.02%

Hoover Financial Advisors, Inc.

880

Jun 30, 21

0.00%

TCF National Bank

14.00K

Mar 31, 21

0.02%

Point View Wealth Management, Inc.

59.72K

Dec 31, 20

+73

0.06%

First Allied Advisory Services, Inc.

14.74K

Sep 30, 20

-10

0.02%

TCG Advisors, LP

Sep 30, 20

-99.74K

Argent Wealth Management LLC

12.12K

Jun 30, 20

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

80.96K

Dec 31, 19

-1.24K

0.09%

Advisor Group, Inc.

45.20K

Dec 31, 19

+6.92K

0.05%

BB&T SECURITIES, LLC

21.20K

Sep 30, 19

-757

0.02%

CHEMICAL BANK

14.00K

Jun 30, 19

0.02%

Sound View Wealth Advisors, LLC

21.90K

Mar 31, 19

-2.03K

0.02%

NEXT Financial Holdings

687

Mar 31, 19

+687

0.00%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

1.50M

Dec 31, 18

+656.71K

1.61%

Horizon Kinetics LLC

52.82K

Dec 31, 18

0.06%

Lehman Financial Resources, Inc.

308.76K

Sep 30, 18

+28

0.33%

SII INVESTMENTS INC/WI

Dec 31, 17

-20.74K

Commonwealth Equity Services, Inc

112.48K

Jun 30, 17

-11.58K

0.12%

Virtu KCG Holdings LLC

13.73K

Jun 30, 17

+13.73K

0.01%

BlackRock Group LTD

253.25K

Dec 31, 16

0.27%

MSI Financial Services Inc

18.04K

Dec 31, 16

+645

0.02%

Cleary Gull Holdings Inc.

321.95K

Mar 31, 16

-671.28K

0.34%

Pinnacle Summer Investments, Inc.

766

Dec 31, 15

+766

0.00%

MID CONTINENT CAPITAL LLC/IL

316.83K

Sep 30, 15

-1.50K

0.34%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-32

Relative Value Partners, LLC

4.96M

Mar 31, 15

+19.14K

5.31%

CLEARY GULL INC.

224.45K

Mar 31, 15

+224.45K

0.24%

NEW ENGLAND SECURITIES CORP /MA/

8.19K

Dec 31, 14

+150

0.01%

UBS AG

1.32M

Sep 30, 14

+191.00K

1.41%

BlueCrest Capital Management LLP

Sep 30, 14

-18.13K

OTA LLC

23.40K

Jun 30, 14

+23.40K

0.03%

First Allied Securities, Inc.

69.25K

Jun 30, 12

-250

0.07%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

834.91K

Jun 30, 10

+19.07K

0.89%