BXSL(BXSL)
BXSL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 6.36M | Jun 30, 26 | +360.67K | 2.73% |
| BANK OF AMERICA CORP /DE/ | 5.63M | Jun 30, 26 | -124.46K | 2.42% |
| UBS Group AG | 5.13M | Jun 30, 26 | +397.79K | 2.20% |
| VAN ECK ASSOCIATES CORP | 4.16M | Jun 30, 26 | +2.04M | 1.79% |
| STRS OHIO | 4.00M | Jun 30, 26 | -- | 1.72% |
| Ensign Peak Advisors, Inc | 3.30M | Jun 30, 26 | +693.00K | 1.42% |
| Blackstone Inc. | 3.21M | Jun 30, 26 | -- | 1.38% |
| NOMURA ASSET MANAGEMENT CO LTD | 3.15M | Jun 30, 26 | -407.46K | 1.36% |
| Generali Asset Management SPA SGR | 2.60M | Jun 30, 26 | +83.11K | 1.12% |
| CI Private Wealth, LLC | 2.28M | Jun 30, 26 | -244.91K | 0.98% |
| OMERS ADMINISTRATION Corp | 2.22M | Jun 30, 26 | -- | 0.95% |
| WELLS FARGO & COMPANY/MN | 1.99M | Jun 30, 26 | -42.99K | 0.86% |
| Sound Income Strategies, LLC | 1.82M | Jun 30, 26 | +99.91K | 0.78% |
| ROYAL BANK OF CANADA | 1.50M | Jun 30, 26 | +79.55K | 0.65% |
| JPMORGAN CHASE & CO | 1.50M | Jun 30, 26 | +82.39K | 0.65% |
| Creative Planning | 1.29M | Jun 30, 26 | -71.97K | 0.55% |
| Muzinich & Co., Inc. | 1.20M | Jun 30, 26 | +8.86K | 0.51% |
| Cresset Asset Management, LLC | 1.17M | Jun 30, 26 | +221.64K | 0.50% |
| HighTower Advisors, LLC | 1.11M | Jun 30, 26 | +156.11K | 0.48% |
| GOLDMAN SACHS GROUP INC | 1.07M | Jun 30, 26 | +921.22K | 0.46% |
| Lunate Capital Ltd | 1.00M | Jun 30, 26 | +1.00M | 0.43% |
| Russell Investments Group, Ltd. | 998.71K | Jun 30, 26 | +271.61K | 0.43% |
| Sumitomo Mitsui Trust Group, Inc. | 901.35K | Jun 30, 26 | +4.80K | 0.39% |
| ARES MANAGEMENT LLC | 895.69K | Jun 30, 26 | +90.00K | 0.38% |
| Progeny 3, Inc. | 772.16K | Jun 30, 26 | -- | 0.33% |
| Altshuler Shaham Ltd | 750.00K | Jun 30, 26 | -- | 0.32% |
| BlackRock, Inc. | 745.20K | Jun 30, 26 | -15.80K | 0.32% |
| Clarity Financial LLC | 718.14K | Jun 30, 26 | +718.14K | 0.31% |
| TWO SIGMA INVESTMENTS, LP | 714.51K | Jun 30, 26 | +87.30K | 0.31% |
| D. E. Shaw & Co., Inc. | 699.95K | Jun 30, 26 | +219.14K | 0.30% |
| LPL Financial LLC | 686.87K | Jun 30, 26 | +58.16K | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 656.40K | Jun 30, 26 | -26.49K | 0.28% |
| Rockefeller Capital Management L.P. | 622.20K | Jun 30, 26 | +147.47K | 0.27% |
| FMR LLC | 588.12K | Jun 30, 26 | +18.73K | 0.25% |
| Allen Investment Management LLC | 579.65K | Jun 30, 26 | -86.66K | 0.25% |
| Janney Montgomery Scott LLC | 570.80K | Jun 30, 26 | +570.80K | 0.25% |
| AMERIPRISE FINANCIAL INC | 567.30K | Jun 30, 26 | -274.77K | 0.24% |
| FRANKLIN RESOURCES INC | 512.14K | Jun 30, 26 | -97.00K | 0.22% |
| Border to Coast Pensions Partnership Ltd | 500.00K | Jun 30, 26 | -100.00K | 0.21% |
| BROWN BROTHERS HARRIMAN & CO | 472.52K | Jun 30, 26 | +140.60K | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 460.16K | Jun 30, 26 | +144.66K | 0.20% |
| Cetera Investment Advisers | 458.48K | Jun 30, 26 | +119.05K | 0.20% |
| Global Strategic Investment Solutions, LLC | 410.88K | Jun 30, 26 | +6.14K | 0.18% |
| All Terrain Financial Advisors, LLC | 389.92K | Jun 30, 26 | +389.92K | 0.17% |
| John & Kathleen Schreiber Foundation | 381.58K | Jun 30, 26 | -- | 0.16% |
| Columbus Macro, LLC | 372.29K | Jun 30, 26 | +124.24K | 0.16% |
| QTR Family Wealth, LLC | 362.38K | Jun 30, 26 | +242.29K | 0.16% |
| GCM Grosvenor Holdings, LLC | 350.00K | Jun 30, 26 | +350.00K | 0.15% |
| STATE STREET CORP | 333.18K | Jun 30, 26 | +50.44K | 0.14% |
| LaFleur & Godfrey LLC | 277.93K | Jun 30, 26 | -1.51K | 0.12% |
| AlphaCore Capital LLC | 275.51K | Jun 30, 26 | +191.39K | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 273.17K | Jun 30, 26 | +8.87K | 0.12% |
| Lido Advisors, LLC | 251.45K | Jun 30, 26 | +148.67K | 0.11% |
| Colony Group, LLC | 244.89K | Jun 30, 26 | +27.30K | 0.11% |
| Sanctuary Advisors, LLC | 241.98K | Jun 30, 26 | +100.15K | 0.10% |
| Prota Financial, LLC | 240.59K | Jun 30, 26 | +11.72K | 0.10% |
| Perissos Private Wealth Management, LLC | 236.29K | Jun 30, 26 | -21.04K | 0.10% |
| HRT FINANCIAL LP | 234.39K | Jun 30, 26 | +234.39K | 0.10% |
| SFMG, LLC | 231.53K | Jun 30, 26 | -1.33K | 0.10% |
| M&G Plc | 225.00K | Jun 30, 26 | -75.00K | 0.10% |
| Advisors Asset Management, Inc. | 215.08K | Jun 30, 26 | +25.12K | 0.09% |
| SHIKIAR ASSET MANAGEMENT INC | 212.50K | Jun 30, 26 | -52.44K | 0.09% |
| Steward Partners Investment Advisory, LLC | 203.56K | Jun 30, 26 | -35.05K | 0.09% |
| Ilex Capital Partners (UK) LLP | 198.14K | Jun 30, 26 | +198.14K | 0.09% |
| Quadrant Private Wealth Management, LLC | 198.07K | Jun 30, 26 | +16.85K | 0.09% |
| DENALI ADVISORS LLC | 191.02K | Jun 30, 26 | -13.13K | 0.08% |
| QVT Financial LP | 187.23K | Jun 30, 26 | -62.41K | 0.08% |
| OLD SECOND NATIONAL BANK OF AURORA | 175.47K | Jun 30, 26 | +175.47K | 0.08% |
| Mariner, LLC | 174.94K | Jun 30, 26 | +43.63K | 0.08% |
| Callodine Capital Management, LP | 169.80K | Jun 30, 26 | +132.30K | 0.07% |
| JUPITER ASSET MANAGEMENT LTD | 165.97K | Jun 30, 26 | +165.97K | 0.07% |
| STIFEL FINANCIAL CORP | 165.64K | Jun 30, 26 | +9.57K | 0.07% |
| Naviter Wealth, LLC | 160.29K | Jun 30, 26 | +23.88K | 0.07% |
| Americana Partners, LLC | 157.74K | Jun 30, 26 | +3.69K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 155.91K | Jun 30, 26 | +6.17K | 0.07% |
| Mount Yale Investment Advisors, LLC | 147.24K | Jun 30, 26 | +39.35K | 0.06% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 146.61K | Jun 30, 26 | +2.56K | 0.06% |
| Amplius Wealth Advisors, LLC | 146.34K | Jun 30, 26 | -45.37K | 0.06% |
| Venture Visionary Partners LLC | 145.99K | Jun 30, 26 | -- | 0.06% |
| Arkadios Wealth Advisors | 143.33K | Jun 30, 26 | +6.06K | 0.06% |
| Vestmark Advisory Solutions, Inc. | 142.24K | Jun 30, 26 | +38.35K | 0.06% |
| Baird Financial Group, Inc. | 141.35K | Jun 30, 26 | -8.10K | 0.06% |
| TRANSCEND CAPITAL ADVISORS, LLC | 139.08K | Jun 30, 26 | +5 | 0.06% |
| Williams Jones Wealth Management, LLC. | 139.04K | Jun 30, 26 | +84.88K | 0.06% |
| MAGNOLIA CAPITAL ADVISORS LLC | 137.15K | Jun 30, 26 | +24.29K | 0.06% |
| Parkwood LLC | 127.64K | Jun 30, 26 | -- | 0.05% |
| Waterloo Capital, L.P. | 127.61K | Jun 30, 26 | +115.62K | 0.05% |
| Schonfeld Strategic Advisors LLC | 126.73K | Jun 30, 26 | +126.73K | 0.05% |
| Whipplewood Advisors, LLC | 121.44K | Jun 30, 26 | +38.57K | 0.05% |
| Cornerstone Advisory, LLC | 116.74K | Jun 30, 26 | -11.94K | 0.05% |
| Institute for Wealth Management, LLC. | 115.77K | Jun 30, 26 | +81.50K | 0.05% |
| Pine Valley Investments Ltd Liability Co | 115.49K | Jun 30, 26 | -16.83K | 0.05% |
| Sequoia Financial Advisors, LLC | 109.39K | Jun 30, 26 | +1.94K | 0.05% |
| Ethos Financial Group, LLC | 108.43K | Jun 30, 26 | -3.42K | 0.05% |
| BLAIR WILLIAM & CO/IL | 107.98K | Jun 30, 26 | +14.17K | 0.05% |
| Summit Financial, LLC | 107.15K | Jun 30, 26 | +47.23K | 0.05% |
| MAI Capital Management | 106.86K | Jun 30, 26 | +78.34K | 0.05% |
| Avidian Wealth Solutions, LLC | 105.59K | Jun 30, 26 | +5.73K | 0.05% |
| ArchPoint Investors | 105.30K | Jun 30, 26 | +84.30K | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 104.48K | Jun 30, 26 | +9.47K | 0.04% |
| Global Retirement Partners, LLC | 103.94K | Jun 30, 26 | +103.94K | 0.04% |
| Guilbault Capital LLC | 102.42K | Jun 30, 26 | +8.63K | 0.04% |
| CITADEL ADVISORS LLC | 101.27K | Jun 30, 26 | +101.27K | 0.04% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 100.49K | Jun 30, 26 | +34.85K | 0.04% |
| Providence Capital Advisors, LLC | 100.30K | Jun 30, 26 | -360 | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 94.46K | Jun 30, 26 | -149.29K | 0.04% |
| Osbon Capital Management LLC | 93.02K | Jun 30, 26 | +2.21K | 0.04% |
| BigSur Wealth Management LLC | 90.15K | Jun 30, 26 | -767 | 0.04% |
| LAZARD ASSET MANAGEMENT LLC | 87.59K | Jun 30, 26 | -21.03K | 0.04% |
| UMB Bank, n.a. | 87.26K | Jun 30, 26 | -6.33K | 0.04% |
| Embree Financial Group | 86.67K | Jun 30, 26 | +4.49K | 0.04% |
| OpenArc Corporate Advisory, LLC | 86.01K | Jun 30, 26 | -41.05K | 0.04% |
| Register Financial Advisors LLC | 85.24K | Jun 30, 26 | -1.73K | 0.04% |
| Cerity Partners LLC | 82.91K | Jun 30, 26 | +36.95K | 0.04% |
| Bank of New York Mellon Corp | 81.39K | Jun 30, 26 | -364 | 0.03% |
| Stronghold Wealth Management L.L.C. | 81.06K | Jun 30, 26 | +2.29K | 0.03% |
| Legacy Wealth Advisors, LLC | 79.98K | Jun 30, 26 | +1.77K | 0.03% |
| SRS Capital Advisors, Inc. | 79.97K | Jun 30, 26 | +36.08K | 0.03% |
| Hennion & Walsh Asset Management, Inc. | 76.10K | Jun 30, 26 | +14.80K | 0.03% |
| Icon Wealth Advisors, LLC | 76.04K | Jun 30, 26 | -2.03K | 0.03% |
| Truvestments Capital LLC | 72.72K | Jun 30, 26 | +5.40K | 0.03% |
| GFS Advisors, LLC | 71.55K | Jun 30, 26 | -- | 0.03% |
| Invesco Ltd. | 71.22K | Jun 30, 26 | -2.59K | 0.03% |
| Indivisible Partners | 69.02K | Jun 30, 26 | +40.34K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 68.39K | Jun 30, 26 | +2.81K | 0.03% |
| Diversify Advisory Services, LLC | 68.39K | Jun 30, 26 | +68.39K | 0.03% |
| SMITH, MOORE & CO. | 68.36K | Jun 30, 26 | +3.69K | 0.03% |
| CIBC WORLD MARKET INC. | 66.08K | Jun 30, 26 | -957 | 0.03% |
| Belpointe Asset Management LLC | 65.77K | Jun 30, 26 | +13.57K | 0.03% |
| 1832 Asset Management L.P. | 64.35K | Jun 30, 26 | +21.90K | 0.03% |
| Bramshill Investments, LLC | 61.71K | Jun 30, 26 | +728 | 0.03% |
| Hedeker Wealth, LLC | 61.58K | Jun 30, 26 | -59.81K | 0.03% |
| Bayshore Capital Advisors, LLC | 60.89K | Jun 30, 26 | +35.89K | 0.03% |
| Fiduciary Group LLC | 59.76K | Jun 30, 26 | -1.79K | 0.03% |
| XTX Topco Ltd | 59.57K | Jun 30, 26 | +34.23K | 0.03% |
| Pathstone Holdings, LLC | 59.38K | Jun 30, 26 | +39.74K | 0.03% |
| FIDUCIARY TRUST CO | 58.94K | Jun 30, 26 | -- | 0.03% |
| Sterling Investment Advisors, Ltd. | 58.92K | Jun 30, 26 | +28.95K | 0.03% |
| Cyndeo Wealth Partners, LLC | 58.10K | Jun 30, 26 | -1.86K | 0.02% |
| River Street Advisors LLC | 56.77K | Jun 30, 26 | +56.77K | 0.02% |
| Proficio Capital Partners LLC | 56.56K | Jun 30, 26 | +40.35K | 0.02% |
| CFO4Life Group, LLC | 56.19K | Jun 30, 26 | +1.21K | 0.02% |
| Spire Wealth Management | 54.62K | Jun 30, 26 | -16.21K | 0.02% |
| Fortis Capital Advisors, LLC | 54.34K | Jun 30, 26 | +13.57K | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 54.09K | Jun 30, 26 | +4.64K | 0.02% |
| Farther Finance Advisors, LLC | 53.28K | Jun 30, 26 | -1.45K | 0.02% |
| Generali Investments CEE, investicni spolecnost, a.s. | 52.94K | Jun 30, 26 | -- | 0.02% |
| Mesirow Financial Investment Management, Inc. | 51.67K | Jun 30, 26 | +15.40K | 0.02% |
| HSBC HOLDINGS PLC | 51.25K | Jun 30, 26 | -- | 0.02% |
| Evercore Wealth Management, LLC | 50.30K | Jun 30, 26 | +25.65K | 0.02% |
| Adams Asset Advisors, LLC | 50.17K | Jun 30, 26 | -- | 0.02% |
| NewEdge Advisors, LLC | 49.14K | Jun 30, 26 | +13.73K | 0.02% |
| BROWN ADVISORY INC | 47.45K | Jun 30, 26 | +455 | 0.02% |
| SIMON QUICK ADVISORS, LLC | 45.93K | Jun 30, 26 | +7.85K | 0.02% |
| Jump Financial, LLC | 45.53K | Jun 30, 26 | +45.53K | 0.02% |
| Ridgeline Wealth Planning, LLC | 45.26K | Jun 30, 26 | -1.61K | 0.02% |
| Beacon Pointe Advisors, LLC | 43.16K | Jun 30, 26 | -255.93K | 0.02% |
| Marble Wealth, LLC | 42.81K | Jun 30, 26 | -8.21K | 0.02% |
| DELPHI MANAGEMENT INC /MA/ | 42.77K | Jun 30, 26 | +155 | 0.02% |
| AVISO WEALTH MANAGEMENT | 42.63K | Jun 30, 26 | +300 | 0.02% |
| TT Capital Management LLC | 41.35K | Jun 30, 26 | +5.60K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 40.22K | Jun 30, 26 | +10.04K | 0.02% |
| International Private Wealth Advisors LLC | 39.30K | Jun 30, 26 | +39.30K | 0.02% |
| Tempus Wealth Planning, LLC | 39.01K | Jun 30, 26 | -- | 0.02% |
| Joseph P. Lucia & Associates, LLC | 38.98K | Jun 30, 26 | -2.75K | 0.02% |
| Wellington Shields & Co., LLC | 38.67K | Jun 30, 26 | -318 | 0.02% |
| TRUIST FINANCIAL CORP | 38.46K | Jun 30, 26 | +24.11K | 0.02% |
| HB Wealth Management, LLC | 38.46K | Jun 30, 26 | +14.43K | 0.02% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 38.22K | Jun 30, 26 | -7.21K | 0.02% |
| Neuberger Berman Group LLC | 38.08K | Jun 30, 26 | -24.12K | 0.02% |
| Apeiron RIA LLC | 37.98K | Jun 30, 26 | -- | 0.02% |
| Ameritas Advisory Services, LLC | 37.07K | Jun 30, 26 | +37.07K | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 36.49K | Jun 30, 26 | +22.65K | 0.02% |
| Equitable Holdings, Inc. | 36.32K | Jun 30, 26 | +18.62K | 0.02% |
| BBR PARTNERS, LLC | 35.95K | Jun 30, 26 | +993 | 0.02% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 34.44K | Jun 30, 26 | -24.77K | 0.01% |
| CAPITAL FUND MANAGEMENT S.A. | 33.04K | Jun 30, 26 | +33.04K | 0.01% |
| Cornerstone Wealth Management, LLC | 32.82K | Jun 30, 26 | -10.99K | 0.01% |
| BANK OF MONTREAL /CAN/ | 32.40K | Jun 30, 26 | +554 | 0.01% |
| CHOREO, LLC | 32.19K | Jun 30, 26 | +4.42K | 0.01% |
| IEQ CAPITAL, LLC | 31.92K | Jun 30, 26 | -39.33K | 0.01% |
| Investment Partners Asset Management, Inc. | 31.73K | Jun 30, 26 | +4.33K | 0.01% |
| Summit Global Investments | 31.36K | Jun 30, 26 | +85 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.26K | Jun 30, 26 | -18.58K | 0.01% |
| Regatta Research & Money Management | 30.85K | Jun 30, 26 | +30.85K | 0.01% |
| Triumph Capital Management | 30.18K | Jun 30, 26 | +2.96K | 0.01% |
| Platform Technology Partners | 29.92K | Jun 30, 26 | +3.86K | 0.01% |
| Perigon Wealth Management, LLC | 29.21K | Jun 30, 26 | +71 | 0.01% |
| Werba Rubin Papier Wealth Management | 29.15K | Jun 30, 26 | +16.72K | 0.01% |
| KCM INVESTMENT ADVISORS LLC | 29.00K | Jun 30, 26 | +7.00K | 0.01% |
| Kestra Advisory Services, LLC | 27.59K | Jun 30, 26 | -2.09K | 0.01% |
| Capstone Wealth Management Group, Inc. | 27.45K | Jun 30, 26 | +27.45K | 0.01% |
| TD Waterhouse Canada Inc. | 27.41K | Jun 30, 26 | +17.00K | 0.01% |
| TCG Advisory Services, LLC | 27.29K | Jun 30, 26 | -1.68K | 0.01% |
| LM Advisors LLC | 27.22K | Jun 30, 26 | +27.22K | 0.01% |
| Rathbones Group PLC | 27.00K | Jun 30, 26 | -- | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 26.08K | Jun 30, 26 | +26.08K | 0.01% |
| BASSO CAPITAL MANAGEMENT, L.P. | 25.94K | Jun 30, 26 | +5.74K | 0.01% |
| GUGGENHEIM CAPITAL LLC | 25.65K | Jun 30, 26 | +2.27K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 25.15K | Jun 30, 26 | -3.01K | 0.01% |
| Joel Isaacson & Co., LLC | 24.38K | Jun 30, 26 | -1.00K | 0.01% |
| Millennium Capital Advisors, LLC | 24.16K | Jun 30, 26 | -1 | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 24.10K | Jun 30, 26 | +24.10K | 0.01% |
| FIFTH THIRD BANCORP | 23.91K | Jun 30, 26 | +579 | 0.01% |
| NOMURA HOLDINGS INC | 23.67K | Jun 30, 26 | -4.67K | 0.01% |
| Quantbot Technologies LP | 23.30K | Jun 30, 26 | +23.30K | 0.01% |
| EVERPAR ADVISORS LLC | 23.18K | Jun 30, 26 | -- | 0.01% |
| Moors & Cabot, Inc. | 23.03K | Jun 30, 26 | +1.54K | 0.01% |
| Valeo Financial Advisors, LLC | 22.95K | Jun 30, 26 | +1.45K | 0.01% |
| COLUMBIA ADVISORY PARTNERS LLC | 22.93K | Jun 30, 26 | -- | 0.01% |
| CIDEL ASSET MANAGEMENT INC | 22.60K | Jun 30, 26 | +22.60K | 0.01% |
| Pinnacle Financial Partners, Inc. | 22.41K | Jun 30, 26 | -- | 0.01% |
| Wealthspire Advisors, LLC | 22.14K | Jun 30, 26 | +1.60K | 0.01% |
| Empowered Funds, LLC | 21.94K | Jun 30, 26 | -3.92K | 0.01% |
| Closed-End Fund Advisors, Inc. | 21.78K | Jun 30, 26 | -9.20K | 0.01% |
| United Advisor Group, LLC | 21.71K | Jun 30, 26 | +700 | 0.01% |
| CIBC Bancorp USA Inc. | 21.39K | Jun 30, 26 | +455 | 0.01% |
| MML INVESTORS SERVICES, LLC | 20.63K | Jun 30, 26 | +6.88K | 0.01% |
| ExodusPoint Capital Management, LP | 20.40K | Jun 30, 26 | -32.41K | 0.01% |
| Monument Capital Management | 20.22K | Jun 30, 26 | +5.80K | 0.01% |
| REICON WEALTH ADVISORS, LLC | 19.96K | Jun 30, 26 | +4.07K | 0.01% |
| Ronald Blue Trust, Inc. | 19.84K | Jun 30, 26 | -- | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 19.65K | Jun 30, 26 | +19.65K | 0.01% |
| Sage Investment Counsel LLC | 18.80K | Jun 30, 26 | +3 | 0.01% |
| Axiom Investment Management LLC | 18.50K | Jun 30, 26 | -- | 0.01% |
| Private Advisor Group, LLC | 18.24K | Jun 30, 26 | +3.54K | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 18.08K | Jun 30, 26 | +192 | 0.01% |
| Virtus Investment Advisers, Inc. | 17.89K | Jun 30, 26 | -5.81K | 0.01% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 17.20K | Jun 30, 26 | -5.24K | 0.01% |
| Comprehensive Money Management Services LLC | 17.16K | Jun 30, 26 | -725 | 0.01% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17.12K | Jun 30, 26 | +17.12K | 0.01% |
| Real Talk Capital, LLC | 17.11K | Jun 30, 26 | +1.09K | 0.01% |
| Parallel Advisors, LLC | 17.05K | Jun 30, 26 | +1.61K | 0.01% |
| Taylor & Morgan Wealth Management, LLC | 16.38K | Jun 30, 26 | -421 | 0.01% |
| Texas Yale Capital Corp. | 16.16K | Jun 30, 26 | -4.39K | 0.01% |
| Integrated Advisors Network LLC | 16.14K | Jun 30, 26 | -29 | 0.01% |
| Westbourne Investment Advisors, Inc. | 16.00K | Jun 30, 26 | -3.50K | 0.01% |
| Windsor Advisory Group, LLC | 15.97K | Jun 30, 26 | +15.97K | 0.01% |
| Tranquility Partners, LLC | 15.74K | Jun 30, 26 | +160 | 0.01% |
| Forum Financial Management, LP | 15.73K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 15.18K | Jun 30, 26 | +15.18K | 0.01% |
| Stratos Wealth Partners, LTD. | 15.00K | Jun 30, 26 | -1.60K | 0.01% |
| Accredited Investors Inc. | 15.00K | Jun 30, 26 | -- | 0.01% |
| NewEdge Wealth, LLC | 14.63K | Jun 30, 26 | -89 | 0.01% |
| Cassaday & Co Wealth Management LLC | 14.61K | Jun 30, 26 | -- | 0.01% |
| Toroso Investments, LLC | 14.60K | Jun 30, 26 | -- | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 14.16K | Jun 30, 26 | +14.16K | 0.01% |
| StoneX Group Inc. | 14.03K | Jun 30, 26 | +771 | 0.01% |
| Prospera Financial Services Inc | 13.79K | Jun 30, 26 | +1.28K | 0.01% |
| Integrated Wealth Concepts LLC | 13.60K | Jun 30, 26 | +4.30K | 0.01% |
| OPPENHEIMER & CO INC | 13.51K | Jun 30, 26 | -4.77K | 0.01% |
| Destiny Wealth Partners, LLC | 13.32K | Jun 30, 26 | -71.33K | 0.01% |
| PVG ASSET MANAGEMENT CORP | 13.21K | Jun 30, 26 | +110 | 0.01% |
| Seelaus Asset Management LLC | 13.05K | Jun 30, 26 | -- | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 12.85K | Jun 30, 26 | +189 | 0.01% |
| Sanibel Captiva Trust Company, Inc. | 12.81K | Jun 30, 26 | -- | 0.01% |
| Advyzon Investment Management, LLC | 12.77K | Jun 30, 26 | +60 | 0.01% |
| GRIFFIN ASSET MANAGEMENT, INC. | 12.68K | Jun 30, 26 | -42.76K | 0.01% |
| Mission Hills Financial Advisory, LLC | 12.58K | Jun 30, 26 | +12.58K | 0.01% |
| Barnett & Company, Inc. | 12.44K | Jun 30, 26 | -50.70K | 0.01% |
| Wedmont Private Capital | 12.23K | Jun 30, 26 | +12.23K | 0.01% |
| Independent Advisor Alliance | 12.11K | Jun 30, 26 | +12.11K | 0.01% |
| Robertson Stephens Wealth Management, LLC | 12.10K | Jun 30, 26 | -- | 0.01% |
| CV Advisors LLC | 12.03K | Jun 30, 26 | -- | 0.01% |
| Bull Harbor Capital LLC | 12.00K | Jun 30, 26 | -- | 0.01% |
| Almanack Investment Partners, LLC. | 12.00K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 11.91K | Jun 30, 26 | -- | 0.01% |
| Accurate Wealth Management, LLC | 11.89K | Jun 30, 26 | -- | 0.01% |
| Pallas Capital Advisors LLC | 11.78K | Jun 30, 26 | -- | 0.01% |
| IPG Investment Advisors LLC | 11.62K | Jun 30, 26 | -85 | 0.00% |
| Allworth Financial LP | 11.15K | Jun 30, 26 | -2 | 0.00% |
| Advisor OS, LLC | 11.13K | Jun 30, 26 | +2.15K | 0.00% |
| BOKF, NA | 11.07K | Jun 30, 26 | -- | 0.00% |
| Klingman & Associates, LLC | 10.72K | Jun 30, 26 | +13 | 0.00% |
| Sowell Financial Services LLC | 10.68K | Jun 30, 26 | +10.68K | 0.00% |
| MGO ONE SEVEN LLC | 10.59K | Jun 30, 26 | +10.59K | 0.00% |
| Pasadena Private Wealth, LLC | 10.55K | Jun 30, 26 | -- | 0.00% |
| Palliser Capital (UK) Ltd | 10.52K | Jun 30, 26 | +10.52K | 0.00% |
| Aquatic Capital Management LLC | 10.51K | Jun 30, 26 | -48.15K | 0.00% |
| TRUST CO OF VIRGINIA /VA | 10.51K | Jun 30, 26 | -- | 0.00% |
| Hardy Reed LLC | 10.17K | Jun 30, 26 | +10.17K | 0.00% |
| Glenview Trust Co | 9.90K | Jun 30, 26 | -- | 0.00% |
| Harbour Capital Advisors, LLC | 9.88K | Jun 30, 26 | -- | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.79K | Jun 30, 26 | +80 | 0.00% |
| MACKENZIE FINANCIAL CORP | 9.60K | Jun 30, 26 | +9.60K | 0.00% |
| Brucke Financial, Inc. | 9.54K | Jun 30, 26 | +784 | 0.00% |
| Cooper Financial Group | 9.49K | Jun 30, 26 | +507 | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 9.46K | Jun 30, 26 | -5.39K | 0.00% |
| PEDDOCK CAPITAL ADVISORS, LLC | 9.45K | Jun 30, 26 | -- | 0.00% |
| Texas Capital Bank Wealth Management Services Inc | 9.39K | Jun 30, 26 | -- | 0.00% |
| WEDBUSH SECURITIES INC | 9.39K | Jun 30, 26 | -470 | 0.00% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 9.29K | Jun 30, 26 | -1.79K | 0.00% |
| Financial Synergies Wealth Advisors, Inc. | 8.93K | Jun 30, 26 | -1.37K | 0.00% |
| Core Wealth Partners LLC | 8.89K | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 8.83K | Jun 30, 26 | -30.93K | 0.00% |
| Commerce Advisors, LLC | 8.73K | Jun 30, 26 | -8.15K | 0.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8.70K | Jun 30, 26 | +194 | 0.00% |
| Catalyst Capital Advisors LLC | 8.66K | Jun 30, 26 | +4.66K | 0.00% |
| SMH CAPITAL ADVISORS INC | 8.66K | Jun 30, 26 | +8.66K | 0.00% |
| HM PAYSON & CO | 8.65K | Jun 30, 26 | -- | 0.00% |
| Paragon Capital Management Ltd | 8.60K | Jun 30, 26 | +8.60K | 0.00% |
| Vines Capital Management, LLC | 8.53K | Jun 30, 26 | -- | 0.00% |
| Squarepoint Ops LLC | 8.50K | Jun 30, 26 | +8.50K | 0.00% |
| Activest Wealth Management | 8.47K | Jun 30, 26 | -37.38K | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 7.92K | Jun 30, 26 | +154 | 0.00% |
| Wellington Shields Capital Management, LLC | 7.90K | Jun 30, 26 | -- | 0.00% |
| Union Bancaire Privee, UBP SA | 7.42K | Jun 30, 26 | -- | 0.00% |
| BRYN MAWR TRUST Co | 7.26K | Jun 30, 26 | -4.00K | 0.00% |
| High Note Wealth, LLC | 6.53K | Jun 30, 26 | +6.53K | 0.00% |
| AMERIFLEX GROUP, INC. | 6.23K | Jun 30, 26 | -- | 0.00% |
| SG Americas Securities, LLC | 5.23K | Jun 30, 26 | -281 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 5.00K | Jun 30, 26 | -261.50K | 0.00% |
| Strive Financial Group ,LLC | 4.93K | Jun 30, 26 | -575 | 0.00% |
| IFP Advisors, Inc | 4.30K | Jun 30, 26 | -1.63K | 0.00% |
| Tower Research Capital LLC (TRC) | 3.85K | Jun 30, 26 | +554 | 0.00% |
| North Star Investment Management Corp. | 3.69K | Jun 30, 26 | +18 | 0.00% |
| Atlantic Union Bankshares Corp | 3.30K | Jun 30, 26 | -- | 0.00% |
| Sankala Group LLC | 3.11K | Jun 30, 26 | +97 | 0.00% |
| Physician Wealth Advisors, Inc. | 3.00K | Jun 30, 26 | +3.00K | 0.00% |
| Investors Research Corp | 2.88K | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.71K | Jun 30, 26 | +150 | 0.00% |
| PRIVATE TRUST CO NA | 2.60K | Jun 30, 26 | -800 | 0.00% |
| Westfuller Advisors, LLC | 1.98K | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 1.93K | Jun 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 1.81K | Jun 30, 26 | -- | 0.00% |
| CUSTOM INDEX SYSTEMS, LLC | 1.61K | Jun 30, 26 | -1.60M | 0.00% |
| First Bancorp, Inc /ME/ | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| Key Capital Management, INC | 1.56K | Jun 30, 26 | -379 | 0.00% |
| EverSource Wealth Advisors, LLC | 1.51K | Jun 30, 26 | -3.63K | 0.00% |
| Strategic Wealth Partners, Ltd. | 1.48K | Jun 30, 26 | -- | 0.00% |
| FNY Investment Advisers, LLC | 1.40K | Jun 30, 26 | +1.40K | 0.00% |
| Hilton Head Capital Partners, LLC | 1.38K | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 1.36K | Jun 30, 26 | +1.36K | 0.00% |
| SHP Wealth Management | 1.35K | Jun 30, 26 | -1.51K | 0.00% |
| CITIGROUP INC | 1.23K | Jun 30, 26 | +1.23K | 0.00% |
| Caitlin John, LLC | 1.20K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Jefferies Financial Group Inc. | 848 | Jun 30, 26 | -57.74K | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 800 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 695 | Jun 30, 26 | +695 | 0.00% |
| Strategic Wealth Advisors LLC | 655 | Jun 30, 26 | -- | 0.00% |
| Provenance Wealth Advisors, LLC | 602 | Jun 30, 26 | -- | 0.00% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 598 | Jun 30, 26 | -674 | 0.00% |
| Ankerstar Wealth, LLC | 571 | Jun 30, 26 | -1.89K | 0.00% |
| Newbridge Financial Services Group, Inc. | 500 | Jun 30, 26 | +500 | 0.00% |
| Colonial Trust Co / SC | 496 | Jun 30, 26 | -15 | 0.00% |
| BI Asset Management Fondsmaeglerselskab A/S | 466 | Jun 30, 26 | -810 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 395 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 250 | Jun 30, 26 | +125 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 246 | Jun 30, 26 | +8 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 190 | Jun 30, 26 | +190 | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 147 | Jun 30, 26 | +147 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 120 | Jun 30, 26 | -- | 0.00% |
| Roxbury Financial LLC | 104 | Jun 30, 26 | +104 | 0.00% |
| Westend Capital Management, LLC | 76 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 52 | Jun 30, 26 | +52 | 0.00% |
| Bayforest Capital Ltd | 35 | Jun 30, 26 | +35 | 0.00% |
| Fountainhead AM, LLC | 25 | Jun 30, 26 | +25 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 8 | Jun 30, 26 | -303 | 0.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -244.29K | -- |
| MCCARTER PRIVATE WEALTH SERVICES LLC | -- | Jun 30, 26 | -23.88K | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -5.20K | -- |
| Caitong International Asset Management Co., Ltd | -- | Jun 30, 26 | -3.57K | -- |
| Security National Bank | -- | Jun 30, 26 | -2.35K | -- |
| Legacy Capital Wealth Partners, LLC | -- | Jun 30, 26 | -59.10K | -- |
| EAGLE GLOBAL ADVISORS LLC | -- | Jun 30, 26 | -20.49K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -4.94K | -- |
| London & Capital Asset Management Ltd | -- | Jun 30, 26 | -16.77K | -- |
| Concurrent Investment Advisors, LLC | -- | Jun 30, 26 | -13.09K | -- |
| HUNTINGTON NATIONAL BANK | -- | Jun 30, 26 | -566 | -- |
| Johnson Financial Group, LLC | -- | Jun 30, 26 | -49.88K | -- |
| HARBOR INVESTMENT ADVISORY, LLC | -- | Jun 30, 26 | -1.98K | -- |
| STANSBERRY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -370.77K | -- |
| Catalyst Funds Management Pty Ltd | -- | Jun 30, 26 | -10.18K | -- |
| North Ground Capital | -- | Jun 30, 26 | -27.04K | -- |
| BARCLAYS PLC | -- | Jun 30, 26 | -2.17K | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -385 | -- |
| Van Hulzen Asset Management, LLC | -- | Jun 30, 26 | -20.30K | -- |
| Ritter Daniher Financial Advisory LLC / DE | -- | Jun 30, 26 | -889 | -- |
| Grove Bank & Trust | -- | Jun 30, 26 | -2.00K | -- |
| Snowden Capital Advisors LLC | -- | Jun 30, 26 | -8.97K | -- |
| Advisors Capital Management, LLC | -- | Jun 30, 26 | -9.62K | -- |
| Essex Financial Services, Inc. | -- | Jun 30, 26 | -11.15K | -- |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -7.62K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Jun 30, 26 | -569.58K | -- |
| Laffer Tengler Investments | -- | Jun 30, 26 | -40.11K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -260.55K | -- |
| Massar Capital Management, LP | -- | Jun 30, 26 | -34.42K | -- |
| Permanens Capital L.P. | -- | Jun 30, 26 | -15.38K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -5.24K | -- |
| Titiun Yejiel | -- | Jun 30, 26 | -2.00K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.45K | -- |
| IMMERSION CORP | -- | Jun 30, 26 | -79.20K | -- |
| Fiduciary Alliance LLC | -- | Jun 30, 26 | -10.05K | -- |
| Elm3 Financial Group, LLC | -- | Jun 30, 26 | -29.84K | -- |
| Apollon Wealth Management, LLC | -- | Jun 30, 26 | -20.68K | -- |
| KAVAR CAPITAL PARTNERS GROUP, LLC | -- | Jun 30, 26 | -40.44K | -- |
| SOROS FUND MANAGEMENT LLC | -- | Jun 30, 26 | -867.50K | -- |
| GenTrust, LLC | -- | Jun 30, 26 | -102.86K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -188 | -- |
| DRW Securities, LLC | -- | Jun 30, 26 | -15.96K | -- |
| MOTCO | -- | Jun 30, 26 | -71 | -- |
| SIGNATUREFD, LLC | -- | Jun 30, 26 | -1.00K | -- |
| Brevan Howard Capital Management LP | -- | Jun 30, 26 | -17.60K | -- |
| Fairman Group, LLC | -- | Jun 30, 26 | -1.45K | -- |
| HAZLETT, BURT & WATSON, INC. | -- | Jun 30, 26 | -387 | -- |
| Trexquant Investment LP | -- | Jun 30, 26 | -277.00K | -- |
| Foundations Investment Advisors, LLC | -- | Jun 30, 26 | -14.63K | -- |
| KING STREET CAPITAL MANAGEMENT, L.P. | -- | Jun 30, 26 | -1.25M | -- |
| Fieldview Capital Management, LLC | -- | Jun 30, 26 | -38.11K | -- |
| A4 Wealth Advisors LLC | -- | Jun 30, 26 | -8.48K | -- |
| Mosley Wealth Management | -- | Jun 30, 26 | -56 | -- |
| Kathmere Capital Management, LLC | -- | Jun 30, 26 | -11.72K | -- |
| Marex Group plc | -- | Jun 30, 26 | -30.79K | -- |
| MGO Private Wealth, LLC | -- | Jun 30, 26 | -14.52K | -- |
| Bell Bank | -- | Jun 30, 26 | -232.85K | -- |
| Owl Creek Wealth Partners LLC | -- | Jun 30, 26 | -444 | -- |
| Campbell & CO Investment Adviser LLC | -- | Jun 30, 26 | -11.73K | -- |
| HANTZ FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -35 | -- |
| American Capital Advisory, LLC | -- | Jun 30, 26 | -6.42K | -- |
| FIRST NATIONAL TRUST CO | -- | Jun 30, 26 | -187.20K | -- |
| Lansforsakringar Fondforvaltning AB (publ) | -- | Jun 30, 26 | -64.91K | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -1.00K | -- |
| Engineers Gate Manager LP | -- | Jun 30, 26 | -60.50K | -- |
| IMC-Chicago, LLC | -- | Jun 30, 26 | -66.88K | -- |
| Resolute Wealth Strategies, LLC | -- | Jun 30, 26 | -13.58K | -- |
| Allie Family Office LLC | -- | Jun 30, 26 | -18.05K | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -7.87K | -- |
| Sunbelt Securities, Inc. | 65.44K | Mar 31, 26 | +8.84K | 0.03% |
| Capstone Wealth Management Group LLC | 42.05K | Mar 31, 26 | -1.10K | 0.02% |
| Jaffetilchin Investment Partners, LLC | 35.04K | Mar 31, 26 | +21.45K | 0.02% |
| CWM, LLC | 14.61K | Mar 31, 26 | +4.05K | 0.01% |
| Capital Planning Advisors, LLC | 9.59K | Mar 31, 26 | -81 | 0.00% |
| Anfield Capital Management, LLC | 7.91K | Mar 31, 26 | -- | 0.00% |
| AREX Capital Management, LP | 7.00K | Mar 31, 26 | +7.00K | 0.00% |
| FRG Family Wealth Advisors LLC | -- | Mar 31, 26 | -8.24K | -- |
| CCLA Investment Management | 1.29M | Dec 31, 25 | -973.68K | 0.55% |
| TWO SIGMA ADVISERS, LP | 101.29K | Dec 31, 25 | -48.50K | 0.04% |
| COMERICA BANK | 27.49K | Dec 31, 25 | +4.84K | 0.01% |
| CIBC Private Wealth Group, LLC | 20.65K | Dec 31, 25 | +1.33K | 0.01% |
| ORG Partners LLC | 1.20K | Dec 31, 25 | -15.15K | 0.00% |
| New Millennium Group LLC | 1 | Dec 31, 25 | -- | 0.00% |
| Cubist Systematic Strategies, LLC | 141.69K | Sep 30, 25 | +41.58K | 0.06% |
| Sonora Investment Management Group, LLC | 63.29K | Sep 30, 25 | +3.17K | 0.03% |
| WOLVERINE TRADING, LLC | 52.24K | Sep 30, 25 | +52.24K | 0.02% |
| FULLCIRCLE WEALTH LLC | 32.40K | Sep 30, 25 | -5.82K | 0.01% |
| Ascent Capital Management, LLC | 24.29K | Sep 30, 25 | +561 | 0.01% |
| AXA Investment Managers S.A. | 18.28K | Sep 30, 25 | +18.28K | 0.01% |
| GRIES FINANCIAL LLC | 18.23K | Sep 30, 25 | -- | 0.01% |
| Point72 (DIFC) Ltd | 1.13K | Sep 30, 25 | -1.94K | 0.00% |
| Point72 Europe (London) LLP | 559 | Sep 30, 25 | +559 | 0.00% |
| CROWLEY WEALTH MANAGEMENT, INC. | 21 | Sep 30, 25 | -- | 0.00% |
| Guerra Advisors Inc | 1 | Sep 30, 25 | +1 | 0.00% |
| Lowe Wealth Advisors, LLC | -- | Sep 30, 25 | -72 | -- |
| Northeast Financial Consultants Inc | 3.36M | Jun 30, 25 | +216.84K | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 18.25K | Jun 30, 25 | -4.10K | 0.01% |
| Nebula Research & Development LLC | 14.80K | Jun 30, 25 | +14.80K | 0.01% |
| First Horizon Advisors, Inc. | 2.19K | Jun 30, 25 | +1.67K | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 500 | Jun 30, 25 | +500 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -79.71K | -- |
| BluePointe Capital Management, LLC | 102.68K | Mar 31, 25 | +28.98K | 0.04% |
| Sheaff Brock Investment Advisors, LLC | 9.15K | Mar 31, 25 | -- | 0.00% |
| Sandy Spring Bank | 3.30K | Mar 31, 25 | -- | 0.00% |
| Transform Wealth, LLC | -- | Mar 31, 25 | -6.54K | -- |
| Bison Wealth, LLC | 95.99K | Dec 31, 24 | -4.75K | 0.04% |
| HTLF Bank | 89.03K | Dec 31, 24 | -2.08K | 0.04% |
| Maiden Cove Capital, LLC | 8.78K | Dec 31, 24 | +210 | 0.00% |
| Wellington Wealth Strategies, LLC. | -- | Dec 31, 24 | -15.50K | -- |
| RAYMOND JAMES & ASSOCIATES | 469.41K | Sep 30, 24 | +10.20K | 0.20% |
| Raymond James Financial Services Advisors, Inc. | 138.99K | Sep 30, 24 | +21.12K | 0.06% |
| Carmichael Hill & Associates, Inc. | 600 | Sep 30, 24 | +300 | 0.00% |
| BlackRock Inc. | 603.43K | Jun 30, 24 | +11.86K | 0.26% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 348.31K | Jun 30, 24 | +2.66K | 0.15% |
| KARPAS STRATEGIES, LLC | 99.71K | Jun 30, 24 | +2.27K | 0.04% |
| Cetera Advisors LLC | 68.92K | Mar 31, 24 | +61.07K | 0.03% |
| Cetera Advisor Networks LLC | 42.28K | Mar 31, 24 | +42.28K | 0.02% |
| Cipher Capital LP | 8.66K | Mar 31, 24 | +8.66K | 0.00% |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 7.42K | Mar 31, 24 | +7.42K | 0.00% |
| Highlander Capital Management, LLC | 2.33K | Mar 31, 24 | -750 | 0.00% |
| Retirement Group, LLC | 200 | Mar 31, 24 | -- | 0.00% |
| PUTNAM INVESTMENTS LLC | 207.68K | Dec 31, 23 | +41.46K | 0.09% |
| DFPG INVESTMENTS, LLC | 71.13K | Dec 31, 23 | +2.01K | 0.03% |
| Simplicity Solutions, LLC | 22.82K | Dec 31, 23 | +22.82K | 0.01% |
| PATHSTONE FAMILY OFFICE, LLC | 201.48K | Sep 30, 23 | +272 | 0.09% |
| DUBUQUE BANK & TRUST CO | 101.93K | Sep 30, 23 | -3.90K | 0.04% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 54.85K | Sep 30, 23 | +37.15K | 0.02% |
| Icon Wealth Partners, LLC | 44.12K | Sep 30, 23 | +370 | 0.02% |
| MADISON WEALTH MANAGEMENT | 32.23K | Sep 30, 23 | -60 | 0.01% |
| Claybrook Capital, LLC | 10.40K | Sep 30, 23 | -- | 0.00% |
| GOODWIN DANIEL L | 8.45K | Sep 30, 23 | +500 | 0.00% |
| Sutton Wealth Advisors Inc. | 2.00K | Sep 30, 23 | -841 | 0.00% |
| BDO Wealth Advisors, LLC | 133.88K | Jun 30, 23 | -486 | 0.06% |
| Brainard Capital Management LLC | 200.92K | Mar 31, 23 | +263 | 0.09% |
| Kula Investments, LLC | 32.38K | Mar 31, 23 | +32.38K | 0.01% |
| Ascendant Capital Management, LLC | 9.00K | Mar 31, 23 | +9.00K | 0.00% |
| CFO4Life, L.P. | 113.14K | Dec 31, 22 | +113.14K | 0.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1.00K | Dec 31, 22 | -- | 0.00% |
| Surevest, LLC | 136.40K | Sep 30, 22 | +75.14K | 0.06% |
| REGENTATLANTIC CAPITAL LLC | 11.72K | Sep 30, 22 | +11.72K | 0.01% |
| Round Table Services, LLC | 10.03K | Sep 30, 22 | +10.03K | 0.00% |
| American Portfolios Advisors | 2.98K | Sep 30, 22 | +1.49K | 0.00% |
| Farmer Steven Patrick | 124.95K | Jun 30, 22 | +124.95K | 0.05% |