Carlyle Secured Lending, Inc.(CGBD)

$10.53—

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Carlyle Secured Lending, Inc.(CGBD)

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$10.53—

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CGBD(CGBD)

CGBD

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 210 Institutional Holders

Holder	Shares	Date	Change	% Held
Creative Planning	3.23M	Mar 31, 26	-234.04K	4.65%
MORGAN STANLEY	2.63M	Mar 31, 26	+60.14K	3.79%
CHOREO, LLC	1.39M	Mar 31, 26	+3.12K	2.00%
VAN ECK ASSOCIATES CORP	1.31M	Mar 31, 26	-379.80K	1.89%
Invesco Ltd.	1.31M	Mar 31, 26	+423.17K	1.89%
RIVERNORTH CAPITAL MANAGEMENT, LLC	1.27M	Mar 31, 26	-628.22K	1.83%
UBS Group AG	1.24M	Mar 31, 26	+374.29K	1.78%
Muzinich & Co., Inc.	737.74K	Mar 31, 26	+1.30K	1.06%
TWO SIGMA INVESTMENTS, LP	630.92K	Mar 31, 26	-106.48K	0.91%
Russell Investments Group, Ltd.	587.18K	Mar 31, 26	+384.54K	0.84%
Legal & General Group Plc	551.58K	Mar 31, 26	+32.74K	0.79%
Mariner, LLC	548.52K	Mar 31, 26	+4.63K	0.79%
Sumitomo Mitsui Trust Holdings, Inc.	519.74K	Mar 31, 26	--	0.75%
TORONTO DOMINION BANK	450.00K	Mar 31, 26	-50.00K	0.65%
Rockefeller Capital Management L.P.	447.64K	Mar 31, 26	+19.12K	0.64%
North Ground Capital	387.52K	Mar 31, 26	-524.70K	0.56%
LSV ASSET MANAGEMENT	352.15K	Mar 31, 26	-14.60K	0.51%
Colony Group, LLC	304.86K	Mar 31, 26	+153.12K	0.44%
BlackRock, Inc.	283.48K	Mar 31, 26	-210.65K	0.41%
BI Asset Management Fondsmaeglerselskab A/S	282.56K	Mar 31, 26	-11.30K	0.41%
NOVARE CAPITAL MANAGEMENT LLC	251.40K	Mar 31, 26	+10.35K	0.36%
BANK OF AMERICA CORP /DE/	250.89K	Mar 31, 26	-93.53K	0.36%
ARES MANAGEMENT LLC	240.00K	Mar 31, 26	+240.00K	0.35%
Advisors Asset Management, Inc.	211.32K	Mar 31, 26	+7.60K	0.30%
Cliffwater LLC	207.32K	Mar 31, 26	--	0.30%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	200.49K	Mar 31, 26	-23.72K	0.29%
WELLS FARGO & COMPANY/MN	199.17K	Mar 31, 26	-70.55K	0.29%
HighTower Advisors, LLC	196.71K	Mar 31, 26	+126.53K	0.28%
SRS Capital Advisors, Inc.	190.34K	Mar 31, 26	+155.40K	0.27%
WCG Wealth Advisors LLC	186.69K	Mar 31, 26	+39.55K	0.27%
MILLENNIUM MANAGEMENT LLC	179.50K	Mar 31, 26	+143.43K	0.26%
CI Private Wealth, LLC	175.30K	Mar 31, 26	+651	0.25%
Significant Wealth Partners LLC	162.31K	Mar 31, 26	+162.31K	0.23%
LPL Financial LLC	153.44K	Mar 31, 26	+43.54K	0.22%
Y-Intercept (Hong Kong) Ltd	151.47K	Mar 31, 26	+151.47K	0.22%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	146.74K	Mar 31, 26	+146.74K	0.21%
AMERIPRISE FINANCIAL INC	145.72K	Mar 31, 26	+7.59K	0.21%
Hennion & Walsh Asset Management, Inc.	144.96K	Mar 31, 26	-31.39K	0.21%
Ethos Financial Group, LLC	140.18K	Mar 31, 26	--	0.20%
Lansforsakringar Fondforvaltning AB (publ)	134.95K	Mar 31, 26	+29.85K	0.19%
DOLIVER ADVISORS, LP	126.68K	Mar 31, 26	+4.10K	0.18%
Alpine Global Management, LLC	115.66K	Mar 31, 26	-341.68K	0.17%
Samalin Investment Counsel, LLC	107.11K	Mar 31, 26	+9.65K	0.15%
RAYMOND JAMES FINANCIAL INC	104.08K	Mar 31, 26	-26.80K	0.15%
Universal- Beteiligungs- und Servicegesellschaft mbH	100.25K	Mar 31, 26	--	0.14%
FIFTH THIRD BANCORP	99.56K	Mar 31, 26	+99.56K	0.14%
Cetera Investment Advisers	94.89K	Mar 31, 26	+18.97K	0.14%
Pathstone Holdings, LLC	81.52K	Mar 31, 26	+1.90K	0.12%
GREAT WEST LIFE ASSURANCE CO /CAN/	79.50K	Mar 31, 26	-12.08K	0.11%
ENVESTNET ASSET MANAGEMENT INC	74.74K	Mar 31, 26	-1.57K	0.11%
DENALI ADVISORS LLC	72.71K	Mar 31, 26	-2.43K	0.10%
BALYASNY ASSET MANAGEMENT L.P.	72.46K	Mar 31, 26	+72.46K	0.10%
Texas Capital Bank Wealth Management Services Inc	72.01K	Mar 31, 26	+43.89K	0.10%
U.S. Capital Wealth Advisors, LLC	71.43K	Mar 31, 26	+26.62K	0.10%
Neuberger Berman Group LLC	71.30K	Mar 31, 26	-1.78K	0.10%
Naviter Wealth, LLC	69.49K	Mar 31, 26	-6.97K	0.10%
TRUIST FINANCIAL CORP	67.76K	Mar 31, 26	+2.80K	0.10%
CWM, LLC	56.87K	Mar 31, 26	+47.53K	0.08%
Virtus Investment Advisers, Inc.	55.72K	Mar 31, 26	-7.96K	0.08%
ADVISOR GROUP HOLDINGS, INC.	50.58K	Mar 31, 26	-6.49K	0.07%
US BANCORP \DE\	50.00K	Mar 31, 26	--	0.07%
Steward Partners Investment Advisory, LLC	47.99K	Mar 31, 26	-18.11K	0.07%
DRW Securities, LLC	44.01K	Mar 31, 26	+44.01K	0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	43.05K	Mar 31, 26	+25.51K	0.06%
Almitas Capital LLC	42.88K	Mar 31, 26	--	0.06%
Verdence Capital Advisors LLC	41.95K	Mar 31, 26	-3.80K	0.06%
AQR CAPITAL MANAGEMENT LLC	41.19K	Mar 31, 26	-280	0.06%
ROYAL BANK OF CANADA	41.14K	Mar 31, 26	-8.03K	0.06%
GFS Advisors, LLC	40.60K	Mar 31, 26	-9.10K	0.06%
COMMERCE BANK	40.38K	Mar 31, 26	+40.38K	0.06%
IEQ CAPITAL, LLC	40.30K	Mar 31, 26	--	0.06%
Brevan Howard Capital Management LP	38.23K	Mar 31, 26	-47.55K	0.06%
Lido Advisors, LLC	37.51K	Mar 31, 26	-41.58K	0.05%
XTX Topco Ltd	37.11K	Mar 31, 26	-56.65K	0.05%
Farther Finance Advisors, LLC	35.18K	Mar 31, 26	+13.98K	0.05%
Whipplewood Advisors, LLC	34.85K	Mar 31, 26	+17.37K	0.05%
Sunbelt Securities, Inc.	34.20K	Mar 31, 26	+15	0.05%
MAI Capital Management	33.77K	Mar 31, 26	+12.98K	0.05%
TrueMark Investments, LLC	32.88K	Mar 31, 26	-78.96K	0.05%
United Advisor Group, LLC	32.30K	Mar 31, 26	+128	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	31.58K	Mar 31, 26	-2.54K	0.05%
Cerberus Capital Management, L.P.	30.00K	Mar 31, 26	+30.00K	0.04%
MACKENZIE FINANCIAL CORP	27.60K	Mar 31, 26	+130	0.04%
GLENMEDE TRUST CO NA	25.18K	Mar 31, 26	--	0.04%
Schonfeld Strategic Advisors LLC	25.12K	Mar 31, 26	+25.12K	0.04%
TRANSCEND CAPITAL ADVISORS, LLC	25.02K	Mar 31, 26	-4.44K	0.04%
NewEdge Wealth, LLC	24.76K	Mar 31, 26	--	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.23K	Mar 31, 26	-48.53K	0.03%
Fisher Asset Management, LLC	22.93K	Mar 31, 26	+470	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	22.88K	Mar 31, 26	-1.68K	0.03%
MQS Management LLC	22.28K	Mar 31, 26	+22.28K	0.03%
Clarus Group, Inc.	21.29K	Mar 31, 26	--	0.03%
Aptus Capital Advisors, LLC	21.29K	Mar 31, 26	--	0.03%
Aquatic Capital Management LLC	21.27K	Mar 31, 26	+17.98K	0.03%
Summit Financial, LLC	21.13K	Mar 31, 26	+21.13K	0.03%
Savant Capital, LLC	20.66K	Mar 31, 26	+622	0.03%
Trexquant Investment LP	20.25K	Mar 31, 26	+20.25K	0.03%
CAZ INVESTMENTS LP	20.00K	Mar 31, 26	+20.00K	0.03%
nVerses Capital, LLC	19.66K	Mar 31, 26	+19.66K	0.03%
JPMORGAN CHASE & CO	19.50K	Mar 31, 26	-102.11K	0.03%
Entropy Technologies, LP	18.91K	Mar 31, 26	+5.15K	0.03%
Cornerstone Advisory, LLC	18.41K	Mar 31, 26	+238	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	18.13K	Mar 31, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	17.56K	Mar 31, 26	--	0.03%
Janney Montgomery Scott LLC	17.30K	Mar 31, 26	-3.70K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16.79K	Mar 31, 26	-11.96K	0.02%
Dorsey & Whitney Trust CO LLC	16.14K	Mar 31, 26	--	0.02%
Catalina Capital Group, LLC	15.97K	Mar 31, 26	+15.97K	0.02%
GROUP ONE TRADING, L.P.	15.90K	Mar 31, 26	+15.90K	0.02%
CAXTON ASSOCIATES LLP	15.42K	Mar 31, 26	-48.23K	0.02%
Eagle Strategies LLC	14.86K	Mar 31, 26	--	0.02%
Glenview Trust Co	14.00K	Mar 31, 26	+14.00K	0.02%
Virtu Financial LLC	12.98K	Mar 31, 26	-9.81K	0.02%
CFO4Life Group, LLC	12.08K	Mar 31, 26	+12.08K	0.02%
BRYN MAWR TRUST Co	11.70K	Mar 31, 26	+11.70K	0.02%
SCS Capital Management LLC	11.31K	Mar 31, 26	--	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	11.10K	Mar 31, 26	--	0.02%
BLAIR WILLIAM & CO/IL	10.89K	Mar 31, 26	+10.89K	0.02%
Squarepoint Ops LLC	10.54K	Mar 31, 26	-10.93K	0.02%
First Affirmative Financial Network	10.08K	Mar 31, 26	+10.08K	0.01%
Beaumont Financial Advisors, LLC	10.03K	Mar 31, 26	+10.03K	0.01%
Sound Income Strategies, LLC	9.38K	Mar 31, 26	--	0.01%
Activest Wealth Management	8.13K	Mar 31, 26	+2.12K	0.01%
Catalyst Capital Advisors LLC	7.09K	Mar 31, 26	--	0.01%
Triumph Capital Management	5.28K	Mar 31, 26	-1.61K	0.01%
Security National Bank	4.91K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	4.42K	Mar 31, 26	-8.29K	0.01%
BNP PARIBAS ARBITRAGE, SNC	3.68K	Mar 31, 26	--	0.01%
Burk Holdings LLC	3.50K	Mar 31, 26	+3.50K	0.01%
State of Alaska, Department of Revenue	3.01K	Mar 31, 26	--	0.00%
Rossby Financial, LCC	3.00K	Mar 31, 26	+1.00K	0.00%
Allworth Financial LP	2.53K	Mar 31, 26	+3	0.00%
NOMURA ASSET MANAGEMENT CO LTD	2.34K	Mar 31, 26	+1.97K	0.00%
HARBOUR INVESTMENTS, INC.	1.91K	Mar 31, 26	+1.91K	0.00%
Advisory Services Network, LLC	1.89K	Mar 31, 26	+1.89K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.53K	Mar 31, 26	--	0.00%
LGT Financial Advisors LLC	1.29K	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	660	Mar 31, 26	--	0.00%
Avion Wealth	500	Mar 31, 26	--	0.00%
SIMPLEX TRADING, LLC	458	Mar 31, 26	+269	0.00%
HARBOR INVESTMENT ADVISORY, LLC	450	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	400	Mar 31, 26	--	0.00%
Quantbot Technologies LP	388	Mar 31, 26	-37.97K	0.00%
CHELSEA COUNSEL CO	340	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	286	Mar 31, 26	-6.24K	0.00%
SMH CAPITAL ADVISORS INC	242	Mar 31, 26	-21.90K	0.00%
NewEdge Advisors, LLC	161	Mar 31, 26	--	0.00%
Caitong International Asset Management Co., Ltd	68	Mar 31, 26	+68	0.00%
WealthCollab, LLC	45	Mar 31, 26	+45	0.00%
Altshuler Shaham Ltd	1	Mar 31, 26	+1	0.00%
Truvestments Capital LLC	--	Mar 31, 26	-289	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-69.96K	--
NATIONAL BANK OF CANADA /FI/	--	Mar 31, 26	-14.63K	--
NORTHERN TRUST CORP	--	Mar 31, 26	-21.68K	--
Bright Futures Wealth Management, LLC.	--	Mar 31, 26	-111.52K	--
FLPUTNAM INVESTMENT MANAGEMENT CO	--	Mar 31, 26	-34.48K	--
NOMURA HOLDINGS INC	--	Mar 31, 26	-14.38K	--
SG Americas Securities, LLC	--	Mar 31, 26	-8.93K	--
Keebeck Wealth Management, LLC	--	Mar 31, 26	-10.00K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-3.78K	--
Connor, Clark & Lunn Investment Management Ltd.	--	Mar 31, 26	-50.26K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.28K	--
CITIGROUP INC	--	Mar 31, 26	-1	--
Empowered Funds, LLC	--	Mar 31, 26	-1.48K	--
Cambridge Investment Research Advisors, Inc.	--	Mar 31, 26	-10.83K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-256.47K	--
Aspect Partners, LLC	--	Mar 31, 26	-272	--
Verition Fund Management LLC	--	Mar 31, 26	-19.53K	--
Financial Alternatives, Inc	--	Mar 31, 26	-11.93K	--
Concurrent Investment Advisors, LLC	--	Mar 31, 26	-20.00K	--
STIFEL FINANCIAL CORP	--	Mar 31, 26	-13.52K	--
TWO SIGMA ADVISERS, LP	300.50K	Dec 31, 25	-184.20K	0.43%
COMERICA BANK	99.25K	Dec 31, 25	+256	0.14%
Global Retirement Partners, LLC	79.47K	Dec 31, 25	-9.44K	0.11%
FineMark National Bank & Trust	40.38K	Dec 31, 25	--	0.06%
EMC Capital Management	5.54K	Dec 31, 25	-978	0.01%
Heritage Wealth Advisors	2.10K	Dec 31, 25	--	0.00%
Nalls Sherbakoff Group, LLC	750	Dec 31, 25	--	0.00%
TRUST CO OF VERMONT	--	Dec 31, 25	-1.08K	--
GRIES FINANCIAL LLC	187.75K	Sep 30, 25	-9.48K	0.27%
1858 WEALTH MANAGEMENT, LLC	38.34K	Sep 30, 25	-3.00K	0.06%
Glenmede Investment Management, LP	25.18K	Sep 30, 25	-7.00K	0.04%
AllSquare Wealth Management LLC	1.40K	Sep 30, 25	--	0.00%
Northeast Financial Consultants Inc	102.22K	Jun 30, 25	+59.45K	0.15%
BluePointe Capital Management, LLC	61.52K	Mar 31, 25	+2.85K	0.09%
Marcum Wealth, LLC	11.31K	Mar 31, 25	--	0.02%
Edge Capital Group, LLC	64.52K	Dec 31, 24	+53.20K	0.09%
CAXTON ASSOCIATES LP	20.21K	Dec 31, 24	+20.21K	0.03%
RAYMOND JAMES & ASSOCIATES	132.79K	Sep 30, 24	+5.87K	0.19%
Raymond James Financial Services Advisors, Inc.	56.94K	Sep 30, 24	-1.96K	0.08%
BlackRock Inc.	185.15K	Jun 30, 24	+1.40K	0.27%
MCKINLEY CAPITAL MANAGEMENT LLC	166.62K	Jun 30, 24	+336	0.24%
Greenwich Investment Management, Inc.	104.37K	Jun 30, 24	-18.07K	0.15%
Cetera Advisors LLC	23.29K	Mar 31, 24	+23.29K	0.03%
Baystate Wealth Management LLC	507	Dec 31, 23	+16	0.00%
Point72 Middle East FZE	448	Dec 31, 23	+448	0.00%
PATHSTONE FAMILY OFFICE, LLC	66.62K	Sep 30, 23	+1.23K	0.10%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	13.10K	Sep 30, 23	--	0.02%
YorkBridge Wealth Partners, LLC	32.02K	Dec 31, 22	--	0.05%
Jenkins Wealth	24.15K	Dec 31, 22	+24.15K	0.03%
ZEKE CAPITAL ADVISORS, LLC	--	Dec 31, 22	-165.77K	--
ROOSEVELT INVESTMENT GROUP LLC	12.38K	Sep 30, 22	-341	0.02%
Pinnacle Private Wealth, LLC	15.94K	Jun 30, 22	+15.94K	0.02%
BOGLE INVESTMENT MANAGEMENT L P /DE/	57.90K	Dec 31, 20	+2.80K	0.08%
PagnatoKarp Partners LLC	186.42K	Mar 31, 20	-41.40K	0.27%
Advisor Group, Inc.	62.85K	Dec 31, 19	+7.41K	0.09%
SUNTRUST BANKS INC	1.22M	Sep 30, 19	-178.86K	1.76%
Global X Management CO LLC	14.87K	Jun 30, 18	+778	0.02%
Edge Advisors, LLC	5.93K	Jun 30, 18	+3.19K	0.01%
Delpha Capital Management, LLC	--	Mar 31, 18	-435	--

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Holder

Date

Change

% Held

Creative Planning

3.23M

Mar 31, 26

-234.04K

4.65%

MORGAN STANLEY

2.63M

Mar 31, 26

+60.14K

3.79%

CHOREO, LLC

1.39M

Mar 31, 26

+3.12K

2.00%

VAN ECK ASSOCIATES CORP

1.31M

Mar 31, 26

-379.80K

1.89%

Invesco Ltd.

1.31M

Mar 31, 26

+423.17K

1.89%

RIVERNORTH CAPITAL MANAGEMENT, LLC

1.27M

Mar 31, 26

-628.22K

1.83%

UBS Group AG

1.24M

Mar 31, 26

+374.29K

1.78%

Muzinich & Co., Inc.

737.74K

Mar 31, 26

+1.30K

1.06%

TWO SIGMA INVESTMENTS, LP

630.92K

Mar 31, 26

-106.48K

0.91%

Russell Investments Group, Ltd.

587.18K

Mar 31, 26

+384.54K

0.84%

Legal & General Group Plc

551.58K

Mar 31, 26

+32.74K

0.79%

Mariner, LLC

548.52K

Mar 31, 26

+4.63K

0.79%

Sumitomo Mitsui Trust Holdings, Inc.

519.74K

Mar 31, 26

0.75%

TORONTO DOMINION BANK

450.00K

Mar 31, 26

-50.00K

0.65%

Rockefeller Capital Management L.P.

447.64K

Mar 31, 26

+19.12K

0.64%

North Ground Capital

387.52K

Mar 31, 26

-524.70K

0.56%

LSV ASSET MANAGEMENT

352.15K

Mar 31, 26

-14.60K

0.51%

Colony Group, LLC

304.86K

Mar 31, 26

+153.12K

0.44%

BlackRock, Inc.

283.48K

Mar 31, 26

-210.65K

0.41%

BI Asset Management Fondsmaeglerselskab A/S

282.56K

Mar 31, 26

-11.30K

0.41%

NOVARE CAPITAL MANAGEMENT LLC

251.40K

Mar 31, 26

+10.35K

0.36%

BANK OF AMERICA CORP /DE/

250.89K

Mar 31, 26

-93.53K

0.36%

ARES MANAGEMENT LLC

240.00K

Mar 31, 26

+240.00K

0.35%

Advisors Asset Management, Inc.

211.32K

Mar 31, 26

+7.60K

0.30%

Cliffwater LLC

207.32K

Mar 31, 26

0.30%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

200.49K

Mar 31, 26

-23.72K

0.29%

WELLS FARGO & COMPANY/MN

199.17K

Mar 31, 26

-70.55K

0.29%

HighTower Advisors, LLC

196.71K

Mar 31, 26

+126.53K

0.28%

SRS Capital Advisors, Inc.

190.34K

Mar 31, 26

+155.40K

0.27%

WCG Wealth Advisors LLC

186.69K

Mar 31, 26

+39.55K

0.27%

MILLENNIUM MANAGEMENT LLC

179.50K

Mar 31, 26

+143.43K

0.26%

CI Private Wealth, LLC

175.30K

Mar 31, 26

+651

0.25%

Significant Wealth Partners LLC

162.31K

Mar 31, 26

+162.31K

0.23%

LPL Financial LLC

153.44K

Mar 31, 26

+43.54K

0.22%

Y-Intercept (Hong Kong) Ltd

151.47K

Mar 31, 26

+151.47K

0.22%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

146.74K

Mar 31, 26

+146.74K

0.21%

AMERIPRISE FINANCIAL INC

145.72K

Mar 31, 26

+7.59K

0.21%

Hennion & Walsh Asset Management, Inc.

144.96K

Mar 31, 26

-31.39K

0.21%

Ethos Financial Group, LLC

140.18K

Mar 31, 26

0.20%

Lansforsakringar Fondforvaltning AB (publ)

134.95K

Mar 31, 26

+29.85K

0.19%

DOLIVER ADVISORS, LP

126.68K

Mar 31, 26

+4.10K

0.18%

Alpine Global Management, LLC

115.66K

Mar 31, 26

-341.68K

0.17%

Samalin Investment Counsel, LLC

107.11K

Mar 31, 26

+9.65K

0.15%

RAYMOND JAMES FINANCIAL INC

104.08K

Mar 31, 26

-26.80K

0.15%

Universal- Beteiligungs- und Servicegesellschaft mbH

100.25K

Mar 31, 26

0.14%

FIFTH THIRD BANCORP

99.56K

Mar 31, 26

+99.56K

0.14%

Cetera Investment Advisers

94.89K

Mar 31, 26

+18.97K

0.14%

Pathstone Holdings, LLC

81.52K

Mar 31, 26

+1.90K

0.12%

GREAT WEST LIFE ASSURANCE CO /CAN/

79.50K

Mar 31, 26

-12.08K

0.11%

ENVESTNET ASSET MANAGEMENT INC

74.74K

Mar 31, 26

-1.57K

0.11%

DENALI ADVISORS LLC

72.71K

Mar 31, 26

-2.43K

0.10%

BALYASNY ASSET MANAGEMENT L.P.

72.46K

Mar 31, 26

+72.46K

0.10%

Texas Capital Bank Wealth Management Services Inc

72.01K

Mar 31, 26

+43.89K

0.10%

U.S. Capital Wealth Advisors, LLC

71.43K

Mar 31, 26

+26.62K

0.10%

Neuberger Berman Group LLC

71.30K

Mar 31, 26

-1.78K

0.10%

Naviter Wealth, LLC

69.49K

Mar 31, 26

-6.97K

0.10%

TRUIST FINANCIAL CORP

67.76K

Mar 31, 26

+2.80K

0.10%

CWM, LLC

56.87K

Mar 31, 26

+47.53K

0.08%

Virtus Investment Advisers, Inc.

55.72K

Mar 31, 26

-7.96K

0.08%

ADVISOR GROUP HOLDINGS, INC.

50.58K

Mar 31, 26

-6.49K

0.07%

US BANCORP \DE\

50.00K

Mar 31, 26

0.07%

Steward Partners Investment Advisory, LLC

47.99K

Mar 31, 26

-18.11K

0.07%

DRW Securities, LLC

44.01K

Mar 31, 26

+44.01K

0.06%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

43.05K

Mar 31, 26

+25.51K

0.06%

Almitas Capital LLC

42.88K

Mar 31, 26

0.06%

Verdence Capital Advisors LLC

41.95K

Mar 31, 26

-3.80K

0.06%

AQR CAPITAL MANAGEMENT LLC

41.19K

Mar 31, 26

-280

0.06%

ROYAL BANK OF CANADA

41.14K

Mar 31, 26

-8.03K

0.06%

GFS Advisors, LLC

40.60K

Mar 31, 26

-9.10K

0.06%

COMMERCE BANK

40.38K

Mar 31, 26

+40.38K

0.06%

IEQ CAPITAL, LLC

40.30K

Mar 31, 26

0.06%

Brevan Howard Capital Management LP

38.23K

Mar 31, 26

-47.55K

0.06%

Lido Advisors, LLC

37.51K

Mar 31, 26

-41.58K

0.05%

XTX Topco Ltd

37.11K

Mar 31, 26

-56.65K

0.05%

Farther Finance Advisors, LLC

35.18K

Mar 31, 26

+13.98K

0.05%

Whipplewood Advisors, LLC

34.85K

Mar 31, 26

+17.37K

0.05%

Sunbelt Securities, Inc.

34.20K

Mar 31, 26

+15

0.05%

MAI Capital Management

33.77K

Mar 31, 26

+12.98K

0.05%

TrueMark Investments, LLC

32.88K

Mar 31, 26

-78.96K

0.05%

United Advisor Group, LLC

32.30K

Mar 31, 26

+128

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

31.58K

Mar 31, 26

-2.54K

0.05%

Cerberus Capital Management, L.P.

30.00K

Mar 31, 26

+30.00K

0.04%

MACKENZIE FINANCIAL CORP

27.60K

Mar 31, 26

+130

0.04%

GLENMEDE TRUST CO NA

25.18K

Mar 31, 26

0.04%

Schonfeld Strategic Advisors LLC

25.12K

Mar 31, 26

+25.12K

0.04%

TRANSCEND CAPITAL ADVISORS, LLC

25.02K

Mar 31, 26

-4.44K

0.04%

NewEdge Wealth, LLC

24.76K

Mar 31, 26

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.23K

Mar 31, 26

-48.53K

0.03%

Fisher Asset Management, LLC

22.93K

Mar 31, 26

+470

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

22.88K

Mar 31, 26

-1.68K

0.03%

MQS Management LLC

22.28K

Mar 31, 26

+22.28K

0.03%

Clarus Group, Inc.

21.29K

Mar 31, 26

0.03%

Aptus Capital Advisors, LLC

21.29K

Mar 31, 26

0.03%

Aquatic Capital Management LLC

21.27K

Mar 31, 26

+17.98K

0.03%

Summit Financial, LLC

21.13K

Mar 31, 26

+21.13K

0.03%

Savant Capital, LLC

20.66K

Mar 31, 26

+622

0.03%

Trexquant Investment LP

20.25K

Mar 31, 26

+20.25K

0.03%

CAZ INVESTMENTS LP

20.00K

Mar 31, 26

+20.00K

0.03%

nVerses Capital, LLC

19.66K

Mar 31, 26

+19.66K

0.03%

JPMORGAN CHASE & CO

19.50K

Mar 31, 26

-102.11K

0.03%

Entropy Technologies, LP

18.91K

Mar 31, 26

+5.15K

0.03%

Cornerstone Advisory, LLC

18.41K

Mar 31, 26

+238

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

18.13K

Mar 31, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

17.56K

Mar 31, 26

0.03%

Janney Montgomery Scott LLC

17.30K

Mar 31, 26

-3.70K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

16.79K

Mar 31, 26

-11.96K

0.02%

Dorsey & Whitney Trust CO LLC

16.14K

Mar 31, 26

0.02%

Catalina Capital Group, LLC

15.97K

Mar 31, 26

+15.97K

0.02%

GROUP ONE TRADING, L.P.

15.90K

Mar 31, 26

+15.90K

0.02%

CAXTON ASSOCIATES LLP

15.42K

Mar 31, 26

-48.23K

0.02%

Eagle Strategies LLC

14.86K

Mar 31, 26

0.02%

Glenview Trust Co

14.00K

Mar 31, 26

+14.00K

0.02%

Virtu Financial LLC

12.98K

Mar 31, 26

-9.81K

0.02%

CFO4Life Group, LLC

12.08K

Mar 31, 26

+12.08K

0.02%

BRYN MAWR TRUST Co

11.70K

Mar 31, 26

+11.70K

0.02%

SCS Capital Management LLC

11.31K

Mar 31, 26

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

11.10K

Mar 31, 26

0.02%

BLAIR WILLIAM & CO/IL

10.89K

Mar 31, 26

+10.89K

0.02%

Squarepoint Ops LLC

10.54K

Mar 31, 26

-10.93K

0.02%

First Affirmative Financial Network

10.08K

Mar 31, 26

+10.08K

0.01%

Beaumont Financial Advisors, LLC

10.03K

Mar 31, 26

+10.03K

0.01%

Sound Income Strategies, LLC

9.38K

Mar 31, 26

0.01%

Activest Wealth Management

8.13K

Mar 31, 26

+2.12K

0.01%

Catalyst Capital Advisors LLC

7.09K

Mar 31, 26

0.01%

Triumph Capital Management

5.28K

Mar 31, 26

-1.61K

0.01%

Security National Bank

4.91K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

4.42K

Mar 31, 26

-8.29K

0.01%

BNP PARIBAS ARBITRAGE, SNC

3.68K

Mar 31, 26

0.01%

Burk Holdings LLC

3.50K

Mar 31, 26

+3.50K

0.01%

State of Alaska, Department of Revenue

3.01K

Mar 31, 26

0.00%

Rossby Financial, LCC

3.00K

Mar 31, 26

+1.00K

0.00%

Allworth Financial LP

2.53K

Mar 31, 26

0.00%

NOMURA ASSET MANAGEMENT CO LTD

2.34K

Mar 31, 26

+1.97K

0.00%

HARBOUR INVESTMENTS, INC.

1.91K

Mar 31, 26

+1.91K

0.00%

Advisory Services Network, LLC

1.89K

Mar 31, 26

+1.89K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.53K

Mar 31, 26

0.00%

LGT Financial Advisors LLC

1.29K

Mar 31, 26

0.00%

Dunhill Financial, LLC

660

Mar 31, 26

0.00%

Avion Wealth

500

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

458

Mar 31, 26

+269

0.00%

HARBOR INVESTMENT ADVISORY, LLC

450

Mar 31, 26

0.00%

NBC SECURITIES, INC.

400

Mar 31, 26

0.00%

Quantbot Technologies LP

388

Mar 31, 26

-37.97K

0.00%

CHELSEA COUNSEL CO

340

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

286

Mar 31, 26

-6.24K

0.00%

SMH CAPITAL ADVISORS INC

242

Mar 31, 26

-21.90K

0.00%

NewEdge Advisors, LLC

161

Mar 31, 26

0.00%

Caitong International Asset Management Co., Ltd

Mar 31, 26

+68

0.00%

WealthCollab, LLC

Mar 31, 26

+45

0.00%

Altshuler Shaham Ltd

Mar 31, 26

0.00%

Truvestments Capital LLC

Mar 31, 26

-289

CITADEL ADVISORS LLC

Mar 31, 26

-69.96K

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

-14.63K

NORTHERN TRUST CORP

Mar 31, 26

-21.68K

Bright Futures Wealth Management, LLC.

Mar 31, 26

-111.52K

FLPUTNAM INVESTMENT MANAGEMENT CO

Mar 31, 26

-34.48K

NOMURA HOLDINGS INC

Mar 31, 26

-14.38K

SG Americas Securities, LLC

Mar 31, 26

-8.93K

Keebeck Wealth Management, LLC

Mar 31, 26

-10.00K

Kestra Advisory Services, LLC

Mar 31, 26

-3.78K

Connor, Clark & Lunn Investment Management Ltd.

Mar 31, 26

-50.26K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.28K

CITIGROUP INC

Mar 31, 26

-1

Empowered Funds, LLC

Mar 31, 26

-1.48K

Cambridge Investment Research Advisors, Inc.

Mar 31, 26

-10.83K

JANE STREET GROUP, LLC

Mar 31, 26

-256.47K

Aspect Partners, LLC

Mar 31, 26

-272

Verition Fund Management LLC

Mar 31, 26

-19.53K

Financial Alternatives, Inc

Mar 31, 26

-11.93K

Concurrent Investment Advisors, LLC

Mar 31, 26

-20.00K

STIFEL FINANCIAL CORP

Mar 31, 26

-13.52K

TWO SIGMA ADVISERS, LP

300.50K

Dec 31, 25

-184.20K

0.43%

COMERICA BANK

99.25K

Dec 31, 25

+256

0.14%

Global Retirement Partners, LLC

79.47K

Dec 31, 25

-9.44K

0.11%

FineMark National Bank & Trust

40.38K

Dec 31, 25

0.06%

EMC Capital Management

5.54K

Dec 31, 25

-978

0.01%

Heritage Wealth Advisors

2.10K

Dec 31, 25

0.00%

Nalls Sherbakoff Group, LLC

750

Dec 31, 25

0.00%

TRUST CO OF VERMONT

Dec 31, 25

-1.08K

GRIES FINANCIAL LLC

187.75K

Sep 30, 25

-9.48K

0.27%

1858 WEALTH MANAGEMENT, LLC

38.34K

Sep 30, 25

-3.00K

0.06%

Glenmede Investment Management, LP

25.18K

Sep 30, 25

-7.00K

0.04%

AllSquare Wealth Management LLC

1.40K

Sep 30, 25

0.00%

Northeast Financial Consultants Inc

102.22K

Jun 30, 25

+59.45K

0.15%

BluePointe Capital Management, LLC

61.52K

Mar 31, 25

+2.85K

0.09%

Marcum Wealth, LLC

11.31K

Mar 31, 25

0.02%

Edge Capital Group, LLC

64.52K

Dec 31, 24

+53.20K

0.09%

CAXTON ASSOCIATES LP

20.21K

Dec 31, 24

+20.21K

0.03%

RAYMOND JAMES & ASSOCIATES

132.79K

Sep 30, 24

+5.87K

0.19%

Raymond James Financial Services Advisors, Inc.

56.94K

Sep 30, 24

-1.96K

0.08%

BlackRock Inc.

185.15K

Jun 30, 24

+1.40K

0.27%

MCKINLEY CAPITAL MANAGEMENT LLC

166.62K

Jun 30, 24

+336

0.24%

Greenwich Investment Management, Inc.

104.37K

Jun 30, 24

-18.07K

0.15%

Cetera Advisors LLC

23.29K

Mar 31, 24

+23.29K

0.03%

Baystate Wealth Management LLC

507

Dec 31, 23

+16

0.00%

Point72 Middle East FZE

448

Dec 31, 23

+448

0.00%

PATHSTONE FAMILY OFFICE, LLC

66.62K

Sep 30, 23

+1.23K

0.10%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

13.10K

Sep 30, 23

0.02%

YorkBridge Wealth Partners, LLC

32.02K

Dec 31, 22

0.05%

Jenkins Wealth

24.15K

Dec 31, 22

+24.15K

0.03%

ZEKE CAPITAL ADVISORS, LLC

Dec 31, 22

-165.77K

ROOSEVELT INVESTMENT GROUP LLC

12.38K

Sep 30, 22

-341

0.02%

Pinnacle Private Wealth, LLC

15.94K

Jun 30, 22

+15.94K

0.02%

BOGLE INVESTMENT MANAGEMENT L P /DE/

57.90K

Dec 31, 20

+2.80K

0.08%

PagnatoKarp Partners LLC

186.42K

Mar 31, 20

-41.40K

0.27%

Advisor Group, Inc.

62.85K

Dec 31, 19

+7.41K

0.09%

SUNTRUST BANKS INC

1.22M

Sep 30, 19

-178.86K

1.76%

Global X Management CO LLC

14.87K

Jun 30, 18

+778

0.02%

Edge Advisors, LLC

5.93K

Jun 30, 18

+3.19K

0.01%

Delpha Capital Management, LLC

Mar 31, 18

-435