GBDC

Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 497 Institutional Holders
HolderSharesDateChange% Held
Miller Global Investments, LLC--Sep 30, 26-16.57K--
STRS OHIO17.58MJun 30, 26+436.11K6.75%
HighTower Advisors, LLC7.35MJun 30, 26+299.24K2.82%
VAN ECK ASSOCIATES CORP4.71MJun 30, 26+466.25K1.81%
Sound Income Strategies, LLC3.88MJun 30, 26+125.55K1.49%
UBS Group AG3.85MJun 30, 26-207.97K1.48%
Sage Mountain Advisors LLC3.83MJun 30, 26+72.89K1.47%
OMERS ADMINISTRATION Corp3.65MJun 30, 26+90.57K1.40%
BANK OF AMERICA CORP /DE/3.39MJun 30, 26+122.63K1.30%
JPMORGAN CHASE & CO3.38MJun 30, 26-132.16K1.30%
ARES MANAGEMENT LLC3.36MJun 30, 26+298.76K1.29%
Allen Investment Management LLC3.17MJun 30, 26-191.84K1.22%
CI Private Wealth, LLC3.16MJun 30, 26-1.37M1.21%
Rockefeller Capital Management L.P.2.80MJun 30, 26-3.08K1.07%
Generali Asset Management SPA SGR2.63MJun 30, 26--1.01%
Lalia Capital, LLC2.61MJun 30, 26+63.35K1.00%
Legal & General Group Plc2.44MJun 30, 26+204.72K0.94%
MORGAN STANLEY2.35MJun 30, 26+376.87K0.90%
Muzinich & Co., Inc.2.06MJun 30, 26+69.58K0.79%
Russell Investments Group, Ltd.1.77MJun 30, 26+482.42K0.68%
FRANKLIN RESOURCES INC1.65MJun 30, 26+505.13K0.63%
Sumitomo Mitsui Trust Group, Inc.1.55MJun 30, 26+38.11K0.60%
Arnhold LLC1.54MJun 30, 26--0.59%
Ensign Peak Advisors, Inc1.29MJun 30, 26+1.29M0.50%
BlackRock, Inc.1.26MJun 30, 26+64.39K0.48%
MAI Capital Management1.24MJun 30, 26+14.67K0.47%
Coastal Bridge Advisors, LLC1.19MJun 30, 26-99.22K0.46%
Hirtle Callaghan & Co LLC1.01MJun 30, 26-7.06K0.39%
BROWN BROTHERS HARRIMAN & CO942.55KJun 30, 26--0.36%
Nuveen, LLC931.69KJun 30, 26+931.69K0.36%
SIGMA INVESTMENT COUNSELORS INC922.44KJun 30, 26-13.93K0.35%
SRS Capital Advisors, Inc.864.88KJun 30, 26+433.63K0.33%
WELLS FARGO & COMPANY/MN853.63KJun 30, 26+109.92K0.33%
Cerity Partners LLC812.13KJun 30, 26-45.32K0.31%
BANK OF MONTREAL /CAN/753.32KJun 30, 26-303.18K0.29%
D. E. Shaw & Co., Inc.684.43KJun 30, 26-268.78K0.26%
Prairiewood Capital, LLC562.43KJun 30, 26+41.00K0.22%
MERCER GLOBAL ADVISORS INC /ADV557.92KJun 30, 26+191.19K0.21%
CAZ INVESTMENTS LP516.74KJun 30, 26+486.74K0.20%
Next Capital Management LLC505.44KJun 30, 26-61.76K0.19%
Lido Advisors, LLC498.20KJun 30, 26+6.32K0.19%
CAPTRUST FINANCIAL ADVISORS474.32KJun 30, 26-2.37K0.18%
IEQ CAPITAL, LLC458.43KJun 30, 26+199.41K0.18%
Janney Montgomery Scott LLC442.33KJun 30, 26+319.64K0.17%
Colony Group, LLC439.18KJun 30, 26+30.14K0.17%
COMMONWEALTH EQUITY SERVICES, LLC438.63KJun 30, 26-61.87K0.17%
Advisors Capital Management, LLC435.85KJun 30, 26+45.01K0.17%
Pathstone Holdings, LLC423.22KJun 30, 26-5.36K0.16%
Advisors Asset Management, Inc.421.31KJun 30, 26+42.23K0.16%
CONDOR CAPITAL MANAGEMENT415.75KJun 30, 26-3.22K0.16%
LSV ASSET MANAGEMENT409.86KJun 30, 26-436.04K0.16%
RAYMOND JAMES FINANCIAL INC392.90KJun 30, 26-28.80K0.15%
FIRST TRUST ADVISORS LP380.18KJun 30, 26+181.33K0.15%
STATE STREET CORP378.04KJun 30, 26+57.23K0.15%
Granite FO LLC374.80KJun 30, 26-1.50K0.14%
Wealthspire Advisors, LLC374.13KJun 30, 26-1.00K0.14%
CASTLEKEEP INVESTMENT ADVISORS LLC366.12KJun 30, 26+19.45K0.14%
LPL Financial LLC363.78KJun 30, 26-115.32K0.14%
Tranquility Partners, LLC349.98KJun 30, 26-12.82K0.13%
TWO SIGMA INVESTMENTS, LP344.71KJun 30, 26+202.25K0.13%
ENVESTNET ASSET MANAGEMENT INC344.10KJun 30, 26+42.04K0.13%
BROWN ADVISORY INC343.37KJun 30, 26-2.38K0.13%
DENALI ADVISORS LLC342.96KJun 30, 26-22.32K0.13%
D.A. DAVIDSON & CO.331.24KJun 30, 26+16.94K0.13%
GREAT WEST LIFE ASSURANCE CO /CAN/330.36KJun 30, 26+42.63K0.13%
Hennion & Walsh Asset Management, Inc.323.21KJun 30, 26+6.51K0.12%
STIFEL FINANCIAL CORP312.61KJun 30, 26+8.19K0.12%
BNP PARIBAS ARBITRAGE, SNC307.38KJun 30, 26+24.59K0.12%
Neuberger Berman Group LLC302.41KJun 30, 26-63.03K0.12%
Border to Coast Pensions Partnership Ltd300.00KJun 30, 26-325.00K0.12%
WILEY BROS.-AINTREE CAPITAL, LLC297.24KJun 30, 26-12.50K0.11%
Family Management Corp287.88KJun 30, 26+59.35K0.11%
Robertson Stephens Wealth Management, LLC275.69KJun 30, 26-3010.11%
Naviter Wealth, LLC267.90KJun 30, 26+11.90K0.10%
CITADEL ADVISORS LLC264.21KJun 30, 26+233.72K0.10%
TRED AVON FAMILY WEALTH, LLC250.99KJun 30, 26+3.79K0.10%
United Advisor Group, LLC242.99KJun 30, 26+6790.09%
Anchor Investment Management, LLC239.80KJun 30, 26--0.09%
OPPENHEIMER & CO INC236.26KJun 30, 26+10.52K0.09%
SHIKIAR ASSET MANAGEMENT INC223.75KJun 30, 26-27.55K0.09%
Universal- Beteiligungs- und Servicegesellschaft mbH220.06KJun 30, 26-84.86K0.08%
Abundance Wealth Counselors218.70KJun 30, 26+112.67K0.08%
Snowden Capital Advisors LLC215.79KJun 30, 26-5390.08%
GraniteShares Advisors LLC206.10KJun 30, 26+26.98K0.08%
HB Wealth Management, LLC179.53KJun 30, 26+30.19K0.07%
Adams Asset Advisors, LLC177.30KJun 30, 26+26.78K0.07%
PRELUDE CAPITAL MANAGEMENT, LLC176.75KJun 30, 26+1.75K0.07%
Waterloo Capital, L.P.171.77KJun 30, 26-198.64K0.07%
Bank of New York Mellon Corp170.13KJun 30, 26-2.30K0.07%
Silverberg Bernstein Capital Management LLC155.94KJun 30, 26+3.67K0.06%
Bayshore Capital Advisors, LLC144.91KJun 30, 26+84.91K0.06%
STABLEFORD CAPITAL II LLC140.80KJun 30, 26-2.86K0.05%
Texas Yale Capital Corp.138.65KJun 30, 26-4060.05%
Cetera Investment Advisers138.36KJun 30, 26+18.45K0.05%
Parallel Advisors, LLC135.13KJun 30, 26-5.93K0.05%
Advisor OS, LLC131.85KJun 30, 26-82.11K0.05%
Focused Wealth Management, Inc125.39KJun 30, 26-6.40K0.05%
LRI Investments, LLC124.18KJun 30, 26+1.60K0.05%
General Partner, Inc.123.04KJun 30, 26--0.05%
Berkeley Capital Partners, LLC121.03KJun 30, 26+3.98K0.05%
CURA WEALTH ADVISORS, LLC120.20KJun 30, 26--0.05%
Independent Family Office, LLC119.01KJun 30, 26--0.05%
Legacy Capital Wealth Partners, LLC118.33KJun 30, 26-1.36K0.05%
Whipplewood Advisors, LLC112.03KJun 30, 26+27.99K0.04%
Osbon Capital Management LLC111.75KJun 30, 26-3260.04%
Alpine Global Management, LLC109.22KJun 30, 26-37.64K0.04%
RIVERBRIDGE PARTNERS LLC107.38KJun 30, 26+1.07K0.04%
Global Wealth Management Investment Advisory, Inc.101.19KJun 30, 26+3.04K0.04%
GOLDMAN SACHS GROUP INC101.06KJun 30, 26+36.98K0.04%
Truvestments Capital LLC100.44KJun 30, 26-7.71K0.04%
Steward Partners Investment Advisory, LLC98.44KJun 30, 26+53.23K0.04%
ROYAL BANK OF CANADA98.29KJun 30, 26-2.67K0.04%
Cartesian Growth Corp96.55KJun 30, 26--0.04%
Headlands Technologies LLC91.62KJun 30, 26+58.79K0.04%
BALYASNY ASSET MANAGEMENT L.P.91.28KJun 30, 26+47.80K0.04%
Invesco Ltd.85.48KJun 30, 26-53.85K0.03%
INDEPENDENT FINANCIAL GROUP, LLC84.55KJun 30, 26-18.57K0.03%
Orographic Financial Advisors, LLC84.24KJun 30, 26-2350.03%
NORTHERN TRUST CORP84.21KJun 30, 26+84.21K0.03%
Amplius Wealth Advisors, LLC83.92KJun 30, 26-2270.03%
Mariner, LLC80.44KJun 30, 26-8010.03%
J. Safra Sarasin Holding AG80.00KJun 30, 26--0.03%
FAMILY WEALTH PARTNERS, LLC79.91KJun 30, 26+6.93K0.03%
Cresset Asset Management, LLC79.86KJun 30, 26+4860.03%
Toroso Investments, LLC79.66KJun 30, 26--0.03%
EP Wealth Advisors, LLC78.99KJun 30, 26-17.94K0.03%
Ehrenkranz Partners L.P.77.37KJun 30, 26+19.98K0.03%
Onyx Bridge Wealth Group LLC77.22KJun 30, 26+3.01K0.03%
SIGNATUREFD, LLC76.90KJun 30, 26+1.71K0.03%
Avestar Capital, LLC76.84KJun 30, 26+76.84K0.03%
MERIDIAN INVESTMENT COUNSEL INC.75.85KJun 30, 26+3.45K0.03%
Buckingham Strategic Partners74.11KJun 30, 26+4.29K0.03%
SCS Capital Management LLC72.37KJun 30, 26+28.43K0.03%
REGIONS FINANCIAL CORP70.99KJun 30, 26--0.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE70.89KJun 30, 26+11.65K0.03%
Evercore Wealth Management, LLC62.81KJun 30, 26--0.02%
Generali Investments CEE, investicni spolecnost, a.s.61.62KJun 30, 26--0.02%
Accurate Wealth Management, LLC61.43KJun 30, 26+2000.02%
Commerce Advisors, LLC60.99KJun 30, 26-1.64K0.02%
Callodine Capital Management, LP58.11KJun 30, 26-141.89K0.02%
Quantinno Capital Management LP57.47KJun 30, 26-35.30K0.02%
KELLEHER FINANCIAL ADVISORS56.40KJun 30, 26+27.30K0.02%
LM Advisors LLC56.00KJun 30, 26+56.00K0.02%
CARY STREET PARTNERS FINANCIAL LLC55.41KJun 30, 26+3130.02%
Pasadena Private Wealth, LLC55.21KJun 30, 26+20.00K0.02%
CAXTON ASSOCIATES LLP54.61KJun 30, 26-56.50K0.02%
Edgemoor Investment Advisors, Inc.53.40KJun 30, 26-7.91K0.02%
AMG National Trust Bank52.20KJun 30, 26-14.94K0.02%
GUGGENHEIM CAPITAL LLC52.01KJun 30, 26+4.53K0.02%
ADVISOR GROUP HOLDINGS, INC.51.09KJun 30, 26+17.16K0.02%
AMERIPRISE FINANCIAL INC50.28KJun 30, 26-3.64K0.02%
Apollon Wealth Management, LLC47.46KJun 30, 26-1120.02%
Sanctuary Advisors, LLC47.30KJun 30, 26--0.02%
BLAIR WILLIAM & CO/IL45.83KJun 30, 26--0.02%
Chicago Partners Investment Group LLC44.59KJun 30, 26-3.97K0.02%
Haven Private, LLC44.41KJun 30, 26-2.44K0.02%
MACKENZIE FINANCIAL CORP44.39KJun 30, 26+2050.02%
QUADRANT CAPITAL GROUP LLC44.21KJun 30, 26+42.76K0.02%
Geneos Wealth Management Inc.44.05KJun 30, 26-1.02K0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC43.02KJun 30, 26+18.06K0.02%
COMPASS FINANCIAL MANAGEMENT LLC42.75KJun 30, 26+42.75K0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP42.42KJun 30, 26+24.46K0.02%
EVERGREEN CAPITAL MANAGEMENT LLC42.06KJun 30, 26+14.20K0.02%
NewEdge Wealth, LLC41.83KJun 30, 26-9.28K0.02%
SIMON QUICK ADVISORS, LLC41.46KJun 30, 26+8.49K0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41.45KJun 30, 26+1.78K0.02%
Investment Research Partners LLC40.92KJun 30, 26+3.93K0.02%
NewGen Asset Management Ltd40.00KJun 30, 26+14.40K0.02%
WEDBUSH SECURITIES INC39.38KJun 30, 26-1.00K0.02%
IFC Advisors LLC38.96KJun 30, 26--0.01%
ALBION FINANCIAL GROUP /UT38.75KJun 30, 26-1.84K0.01%
Monument Capital Management38.58KJun 30, 26+10.58K0.01%
J.M. Arbour, LLC38.36KJun 30, 26+9.48K0.01%
Caprock Group, LLC38.26KJun 30, 26-37.21K0.01%
One Charles Private Wealth Services, LLC38.16KJun 30, 26+38.16K0.01%
Closed-End Fund Advisors, Inc.38.08KJun 30, 26-1.67K0.01%
ProShare Advisors LLC38.01KJun 30, 26-4.66K0.01%
Nicholas Hoffman & Company, LLC.37.39KJun 30, 26+7.38K0.01%
GLOBAL STRATEGIC MANAGEMENT INC36.30KJun 30, 26-14.40K0.01%
Bison Wealth, LLC35.80KJun 30, 26--0.01%
MML INVESTORS SERVICES, LLC35.70KJun 30, 26+5.85K0.01%
CASTLE WEALTH MANAGEMENT LLC35.04KJun 30, 26+3.22K0.01%
Shade Tree Advisors LLC33.56KJun 30, 26--0.01%
NEVILLE RODIE & SHAW INC32.89KJun 30, 26-1.98K0.01%
OneAscent Investment Solutions LLC31.43KJun 30, 26--0.01%
Virtus Investment Advisers, Inc.31.26KJun 30, 26-17.11K0.01%
PRICE T ROWE ASSOCIATES INC /MD/30.96KJun 30, 26+2.89K0.01%
Segment Wealth Management, LLC30.55KJun 30, 26+3.86K0.01%
Moors & Cabot, Inc.30.43KJun 30, 26-4.40K0.01%
Empowered Funds, LLC29.55KJun 30, 26-5.28K0.01%
TRUIST FINANCIAL CORP28.98KJun 30, 26+6.44K0.01%
Ethos Financial Group, LLC28.02KJun 30, 26-9.52K0.01%
Klingman & Associates, LLC27.79KJun 30, 26--0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27.69KJun 30, 26+27.69K0.01%
Crestwood Advisors Group LLC26.16KJun 30, 26+15.75K0.01%
waypoint wealth counsel26.14KJun 30, 26+4200.01%
Summit Financial, LLC25.81KJun 30, 26-6840.01%
Black Swift Group, LLC24.88KJun 30, 26+24.88K0.01%
AQR CAPITAL MANAGEMENT LLC24.21KJun 30, 26-1.28K0.01%
Creative Planning24.00KJun 30, 26-2.69K0.01%
Cambridge Investment Research Advisors, Inc.23.03KJun 30, 26-5.95K0.01%
Sequoia Financial Advisors, LLC22.84KJun 30, 26+22.84K0.01%
OneAscent Wealth Management LLC22.59KJun 30, 26-7550.01%
FIRST MANHATTAN CO. LLC.22.43KJun 30, 26+1.63K0.01%
INVESTED ADVISORS22.36KJun 30, 26+4280.01%
Clearstead Advisors, LLC22.11KJun 30, 26+18.87K0.01%
Port Capital LLC22.00KJun 30, 26--0.01%
Quent Capital, LLC21.43KJun 30, 26+6.12K0.01%
Arkadios Wealth Advisors21.25KJun 30, 26+8.30K0.01%
RDA Financial Network21.18KJun 30, 26+5800.01%
Magnus Financial Group LLC20.61KJun 30, 26+1500.01%
Palliser Capital (UK) Ltd20.13KJun 30, 26+20.13K0.01%
New World Advisors LLC20.12KJun 30, 26+3.51K0.01%
Almitas Capital LLC20.00KJun 30, 26--0.01%
Essex Financial Services, Inc.19.93KJun 30, 26+19.93K0.01%
GRIFFIN ASSET MANAGEMENT, INC.18.88KJun 30, 26+18.88K0.01%
MAGNOLIA CAPITAL ADVISORS LLC18.75KJun 30, 26+1280.01%
Avail Investment Partners, LLC18.56KJun 30, 26+3.50K0.01%
M&T BANK CORP18.36KJun 30, 26-6.37K0.01%
Rockingstone Advisors LLC18.34KJun 30, 26+18.34K0.01%
Penbrook Management LLC18.06KJun 30, 26+3.38K0.01%
Dynamic Advisor Solutions LLC17.57KJun 30, 26+1190.01%
Joel Isaacson & Co., LLC17.32KJun 30, 26+80.01%
Jain Global LLC17.14KJun 30, 26+17.14K0.01%
Serenus Wealth Advisors, LLC17.07KJun 30, 26--0.01%
MILLENNIUM MANAGEMENT LLC17.06KJun 30, 26+17.06K0.01%
Brucke Financial, Inc.17.02KJun 30, 26-1.73K0.01%
Keel Point, LLC16.62KJun 30, 26-6140.01%
MATAURO, LLC16.61KJun 30, 26--0.01%
Significant Wealth Partners LLC16.59KJun 30, 26+3100.01%
PROMETHIUM ADVISORS,LLC16.00KJun 30, 26-3500.01%
COLUMBIA ADVISORY PARTNERS LLC15.93KJun 30, 26--0.01%
DELPHI MANAGEMENT INC /MA/15.64KJun 30, 26+7090.01%
National Philanthropic Trust15.62KJun 30, 26+1.50K0.01%
Pictet & Cie (Europe) SA15.43KJun 30, 26+3920.01%
Beaumont Financial Advisors, LLC15.22KJun 30, 26-1.58K0.01%
Core Wealth Partners LLC15.06KJun 30, 26--0.01%
SIMPLEX TRADING, LLC14.82KJun 30, 26+14.82K0.01%
Vident Advisory, LLC14.60KJun 30, 26-1.45K0.01%
EAGLE GLOBAL ADVISORS LLC14.48KJun 30, 26-1.30K0.01%
CFO4Life Group, LLC13.67KJun 30, 26+2260.01%
CIBC Bancorp USA Inc.13.55KJun 30, 26+940.01%
True North Advisors, LLC13.42KJun 30, 26--0.01%
Comprehensive Money Management Services LLC13.19KJun 30, 26-1.94K0.01%
COLTON GROOME FINANCIAL ADVISORS, LLC13.17KJun 30, 26+1.08K0.01%
O'ROURKE & COMPANY, Inc13.01KJun 30, 26-10.00%
State of Alaska, Department of Revenue12.83KJun 30, 26--0.00%
Foundations Investment Advisors, LLC12.50KJun 30, 26-15.64K0.00%
GREEN SQUARE CAPITAL ADVISORS LLC12.21KJun 30, 26--0.00%
Manhattan West Asset Management, LLC12.06KJun 30, 26-9.31K0.00%
ROMANO BROTHERS AND COMPANY11.88KJun 30, 26--0.00%
Holistic Planning, LLC11.81KJun 30, 26+11.81K0.00%
Kestra Advisory Services, LLC11.75KJun 30, 26-1.14K0.00%
Williams Jones Wealth Management, LLC.11.72KJun 30, 26--0.00%
Signature Wealth Management Partners, LLC11.58KJun 30, 26-12.79K0.00%
Annis Gardner Whiting Capital Advisors, LLC11.55KJun 30, 26+11.55K0.00%
Tower Research Capital LLC (TRC)11.52KJun 30, 26+5.94K0.00%
CAP Partners, LLC11.23KJun 30, 26+2760.00%
Triumph Capital Management10.53KJun 30, 26-1.53K0.00%
KINGSWOOD WEALTH ADVISORS, LLC10.48KJun 30, 26+80.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10.42KJun 30, 26+180.00%
BRYN MAWR TRUST Co10.36KJun 30, 26--0.00%
Squarepoint Ops LLC10.29KJun 30, 26-73.97K0.00%
US BANCORP \DE\10.07KJun 30, 26-7000.00%
CARDIFF PARK ADVISORS, LLC10.00KJun 30, 26--0.00%
GatePass Capital, LLC10.00KJun 30, 26-5.92K0.00%
Ancora Advisors, LLC8.89KJun 30, 26-1.48K0.00%
UMB Bank, n.a.8.83KJun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV6.94KJun 30, 26--0.00%
Union Bancaire Privee, UBP SA6.17KJun 30, 26--0.00%
TRUST CO OF VERMONT5.97KJun 30, 26+5.97K0.00%
Ronald Blue Trust, Inc.5.54KJun 30, 26--0.00%
FIFTH THIRD BANCORP5.34KJun 30, 26--0.00%
TORONTO DOMINION BANK5.13KJun 30, 26--0.00%
Key Capital Management, INC4.65KJun 30, 26-5850.00%
AdvisorNet Financial, Inc4.16KJun 30, 26-1.72K0.00%
Strategic Wealth Partners, Ltd.3.80KJun 30, 26-1.06K0.00%
Bayforest Capital Ltd3.78KJun 30, 26+3.78K0.00%
Main Street Group, LTD3.75KJun 30, 26--0.00%
Farther Finance Advisors, LLC3.37KJun 30, 26-1.34K0.00%
IFP Advisors, Inc3.31KJun 30, 26+1440.00%
Bogart Wealth, LLC3.00KJun 30, 26+3.00K0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC3.00KJun 30, 26--0.00%
JONES FINANCIAL COMPANIES LLLP2.83KJun 30, 26-1.60K0.00%
MTM Investment Management, LLC2.80KJun 30, 26--0.00%
VSM Wealth Advisory, LLC2.74KJun 30, 26--0.00%
Burk Holdings LLC2.37KJun 30, 26--0.00%
Allworth Financial LP1.97KJun 30, 26-5.25K0.00%
MASSMUTUAL TRUST CO FSB/ADV1.90KJun 30, 26--0.00%
CITIGROUP INC1.83KJun 30, 26+1.83K0.00%
Silicon Valley Capital Partners1.20KJun 30, 26--0.00%
Global Retirement Partners, LLC1.12KJun 30, 26+1.12K0.00%
Cassaday & Co Wealth Management LLC1.07KJun 30, 26+270.00%
VALLEY NATIONAL ADVISERS INC1.00KJun 30, 26--0.00%
BI Asset Management Fondsmaeglerselskab A/S885Jun 30, 26-1.61K0.00%
Fairway Wealth LLC831Jun 30, 26+8310.00%
Crewe Advisors LLC830Jun 30, 26--0.00%
Wealth Enhancement Trust Services, Inc.614Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC557Jun 30, 26-3590.00%
Fortitude Family Office, LLC530Jun 30, 26-2250.00%
Quest 10 Wealth Builders, Inc.473Jun 30, 26--0.00%
PIN OAK INVESTMENT ADVISORS INC460Jun 30, 26--0.00%
GHP Investment Advisors, Inc.358Jun 30, 26+90.00%
Aventura Private Wealth, LLC355Jun 30, 26--0.00%
SouthState Corp340Jun 30, 26--0.00%
FMR LLC293Jun 30, 26+2560.00%
Quarry LP280Jun 30, 26+2800.00%
DELTA ASSET MANAGEMENT LLC/TN250Jun 30, 26-600.00%
Glen Eagle Advisors, LLC215Jun 30, 26+50.00%
Pinnacle Wealth Planning Services, Inc.193Jun 30, 26--0.00%
Hilton Head Capital Partners, LLC170Jun 30, 26--0.00%
Buck Wealth Strategies, LLC165Jun 30, 26+1650.00%
WEBSTER BANK, N. A.154Jun 30, 26--0.00%
MCGUIRE CAPITAL ADVISORS INC109Jun 30, 26-1020.00%
Costello Asset Management, INC100Jun 30, 26--0.00%
JFS WEALTH ADVISORS, LLC69Jun 30, 26+690.00%
Integrated Wealth Concepts LLC65Jun 30, 26+650.00%
CoreCap Advisors, LLC29Jun 30, 26+290.00%
DANSKE BANK A/S1Jun 30, 26+10.00%
Global Assets Advisory, LLC--Jun 30, 26-8.09K--
PMV Capital Advisers, LLC--Jun 30, 26-12--
Belpointe Asset Management LLC--Jun 30, 26-29.49K--
Plancorp, LLC--Jun 30, 26-20.00K--
Sepio Capital, LP--Jun 30, 26-10.00K--
TT Capital Management LLC--Jun 30, 26-10.00K--
Harbor Asset Planning, Inc.--Jun 30, 26-1.60K--
Redhawk Wealth Advisors, Inc.--Jun 30, 26-10.80K--
Parkside Financial Bank & Trust--Jun 30, 26-3.17K--
NewEdge Advisors, LLC--Jun 30, 26-3.30K--
Opal Wealth Advisors, LLC--Jun 30, 26-2.48K--
Caitong International Asset Management Co., Ltd--Jun 30, 26-4.09K--
GROUP ONE TRADING, L.P.--Jun 30, 26-73--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-20.16K--
Private Advisor Group, LLC--Jun 30, 26-21.81K--
Lighthouse Investment Partners, LLC--Jun 30, 26-24.42K--
DRW Securities, LLC--Jun 30, 26-17.36K--
JANE STREET GROUP, LLC--Jun 30, 26-43.71K--
Golden State Equity Partners--Jun 30, 26-75.25K--
BTG Pactual Asset Management US LLC--Jun 30, 26-729--
Kathmere Capital Management, LLC--Jun 30, 26-44.17K--
Wright Fund Management, LLC--Jun 30, 26-72.97K--
Global Endowment Management, LP--Jun 30, 26-70.00K--
Hurley Capital, LLC--Jun 30, 26-3.24K--
EVOKE WEALTH, LLC--Jun 30, 26-38.96K--
HARBOUR INVESTMENTS, INC.--Jun 30, 26-50--
Investmark Advisory Group LLC--Jun 30, 26-11.83K--
ExodusPoint Capital Management, LP--Jun 30, 26-84.40K--
North Ground Capital--Jun 30, 26-478.89K--
American Capital Advisory, LLC--Jun 30, 26-18.64K--
Brevan Howard Capital Management LP--Jun 30, 26-56.02K--
Permanent Capital Management, LP--Jun 30, 26-11.73K--
Titiun Yejiel--Jun 30, 26-2.80K--
Virtu Financial LLC--Jun 30, 26-18.04K--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO--Jun 30, 26-18--
Clayton Financial Group LLC--Jun 30, 26-807--
Manchester Capital Management LLC--Jun 30, 26-8.83K--
Lansforsakringar Fondforvaltning AB (publ)--Jun 30, 26-124.29K--
Perigon Wealth Management, LLC--Jun 30, 26-10.32K--
BENJAMIN EDWARDS INC--Jun 30, 26-16.09K--
MIRABELLA FINANCIAL SERVICES LLP--Jun 30, 26-28.73K--
NOMURA HOLDINGS INC--Jun 30, 26-11.77K--
FIRST NATIONAL TRUST CO--Jun 30, 26-264.18K--
Dynamic Technology Lab Private Ltd--Jun 30, 26-13.66K--
Spinnaker Investment Group, LLC--Jun 30, 26-21.51K--
Boston Partners--Jun 30, 26-662.85K--
NOMURA ASSET MANAGEMENT CO LTD--Jun 30, 26-1.05K--
KAVAR CAPITAL PARTNERS GROUP, LLC--Jun 30, 26-25.14K--
nVerses Capital, LLC--Jun 30, 26-20.16K--
LEVIN CAPITAL STRATEGIES, L.P.--Jun 30, 26-11.63K--
Fieldview Capital Management, LLC--Jun 30, 26-28.14K--
SG Americas Securities, LLC--Jun 30, 26-28.70K--
Advisory Services Network, LLC--Jun 30, 26-1.84K--
Bruce G. Allen Investments, LLC--Jun 30, 26-34--
Nelson, Van Denburg & Campbell Wealth Management Group, LLC--Jun 30, 26-14.51K--
First Affirmative Financial Network22.55KMar 31, 26+22.55K0.01%
Sunbelt Securities, Inc.11.00KMar 31, 26+11.00K0.00%
CWM, LLC2.94KMar 31, 26-9200.00%
Catalina Capital Group, LLC--Mar 31, 26-16.11K--
Quest Partners LLC114.46KDec 31, 25-14.53K0.04%
TWO SIGMA ADVISERS, LP43.60KDec 31, 25+3.60K0.02%
Quent Long Short Global Small Cap Fund, LP15.31KDec 31, 25+15.31K0.01%
CIBC Private Wealth Group, LLC14.71KDec 31, 25-6.87K0.01%
COMERICA BANK2.41KDec 31, 25-3.42K0.00%
MAS Advisors LLC19.45KSep 30, 25+2.17K0.01%
AXA Investment Managers S.A.19.01KSep 30, 25+19.01K0.01%
Promus Capital, LLC3.40KSep 30, 25--0.00%
Northeast Financial Consultants Inc3.89MJun 30, 25-232.95K1.49%
AVANTAX ADVISORY SERVICES, INC.25.34KJun 30, 25+2.18K0.01%
First Horizon Advisors, Inc.2.79KJun 30, 25+2.79K0.00%
Atria Wealth Solutions, Inc.--Jun 30, 25-15.92K--
Iron Horse Wealth Management, LLC--Jun 30, 25-28--
Lindbrook Capital, LLC3.02MMar 31, 25-25.23K1.16%
Schechter Investment Advisors, LLC325.34KMar 31, 25+100.00K0.12%
BluePointe Capital Management, LLC113.02KMar 31, 25+9.88K0.04%
Orion Portfolio Solutions, LLC31.98KMar 31, 25-6860.01%
AlphaQ Advisors LLC17.89KMar 31, 25+17.89K0.01%
Edge Capital Group, LLC426.17KDec 31, 24-238.38K0.16%
WR Wealth Planners, LLC1.20KDec 31, 24--0.00%
Raymond James Financial Services Advisors, Inc.249.11KSep 30, 24+112.33K0.10%
RAYMOND JAMES & ASSOCIATES85.75KSep 30, 24-31.21K0.03%
Pegasus Partners Ltd.52.91KSep 30, 24--0.02%
Axiom Advisory, LLC50.60KSep 30, 24+1.99K0.02%
SpiderRock Advisors, LLC41.08KSep 30, 24+41.08K0.02%
CARY STREET PARTNERS ASSET MANAGEMENT LLC10.00KSep 30, 24+10.00K0.00%
BlackRock Inc.781.36KJun 30, 24+5.32K0.30%
MCKINLEY CAPITAL MANAGEMENT LLC490.37KJun 30, 24+2.33K0.19%
Regis Acquisition Inc.36.87KJun 30, 24+36.87K0.01%
Pearl River Capital, LLC35.62KJun 30, 24+35.62K0.01%
CREDIT SUISSE AG/324.61KMar 31, 24--0.12%
Cetera Advisors LLC59.81KMar 31, 24+59.81K0.02%
Retirement Group, LLC225Mar 31, 24--0.00%
Cipher Capital LP--Mar 31, 24-11.88K--
PUTNAM INVESTMENTS LLC226.48KDec 31, 23+48.75K0.09%
Baystate Wealth Management LLC602Dec 31, 23+6020.00%
PATHSTONE FAMILY OFFICE, LLC250.45KSep 30, 23+250.45K0.10%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.83.78KSep 30, 23+1.52K0.03%
TIEDEMANN ADVISORS, LLC25.73KSep 30, 23--0.01%
Claybrook Capital, LLC24.06KSep 30, 23--0.01%
COLONY GROUP LLC--Sep 30, 23-43.98K--
Veritable, L.P.408.73KJun 30, 23+1.75K0.16%
Cowen Prime Advisors LLC59.00KJun 30, 23--0.02%
AJ WEALTH STRATEGIES, LLC12.64KJun 30, 23+3000.00%
PIERSHALE FINANCIAL GROUP, INC.200Jun 30, 23--0.00%
Ulrich Consultants & Investment Group, LLC--Jun 30, 23-788.06K--
True Capital Management38.53KMar 31, 23-1.43K0.01%
Acrisure Capital Management, LLC--Mar 31, 23-45.23K--
ZEKE CAPITAL ADVISORS, LLC464.87KDec 31, 22--0.18%
Lehman & Derafelo Financial Resources LLC189.04KDec 31, 22-8.54K0.07%
Momentum Advisors, LLC34.69KDec 31, 22+560.01%
Gyon Technologies Capital Management, LP20.17KDec 31, 22+20.17K0.01%
CFO4Life, L.P.17.93KDec 31, 22+17.93K0.01%
Capital Financial Services, LLC13.20KDec 31, 22-6500.01%
REGENTATLANTIC CAPITAL LLC145.23KSep 30, 22-344.52K0.06%
Kore Private Wealth LLC21.90KSep 30, 22--0.01%
ALPHASIMPLEX GROUP, LLC15.69KSep 30, 22--0.01%
ROOSEVELT INVESTMENT GROUP LLC10.71KSep 30, 22--0.00%
FourThought Financial, LLC3.03KSep 30, 22--0.00%
WIPFLI FINANCIAL ADVISORS LLC,1.84KSep 30, 22+1.84K0.00%
MUFG Americas Holdings Corp200Sep 30, 22+2000.00%
Strategic Asset Management, LLC200Sep 30, 22--0.00%
Spearhead Capital Advisors, LLC--Sep 30, 22-150.00K--
Brown Advisory Securities, LLC--Sep 30, 22-12.70K--
Farmer Steven Patrick350.75KJun 30, 22+350.75K0.13%
Fieldpoint Private Securities, LLC129.67KJun 30, 22-35.77K0.05%
NTB Financial Corp14.21KJun 30, 22+2330.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC65.20KMar 31, 22--0.03%
KINGS POINT CAPITAL MANAGEMENT6.83KMar 31, 22--0.00%
NexWave Capital Partners LLC13.15KDec 31, 21+13.15K0.01%
Carroll Financial Associates, Inc.--Dec 31, 21-207--
DERBY & COMPANY, INC941.85KSep 30, 21+4.30K0.36%
Homrich & Berg327.02KSep 30, 21-2.27K0.13%
Berman Capital Advisors, LLC1.52KSep 30, 21--0.00%
Coe Capital Management, LLC26.70KJun 30, 21-3.90K0.01%
Cowen Prime Services LLC16.50KJun 30, 21+1.00K0.01%
BEL AIR INVESTMENT ADVISORS LLC10.89KJun 30, 21+10.89K0.00%
Aperio Group, LLC60.93KDec 31, 20+1.03K0.02%
BOGLE INVESTMENT MANAGEMENT L P /DE/--Dec 31, 20-80.83K--
Polar Capital LLP107.68KSep 30, 20-2.42K0.04%
First Allied Advisory Services, Inc.106.47KSep 30, 20+23.88K0.04%
FRONTIER INVESTMENT MGMT CO2.00MJun 30, 20+333.47K0.77%
Willingdon Wealth Management--Mar 31, 20-2.97K--
LADENBURG THALMANN FINANCIAL SERVICES INC.8.13KDec 31, 19-9640.00%
Advisor Group, Inc.4.49KDec 31, 19-1.36K0.00%
MRA Associates USA LLC170.54KSep 30, 19--0.07%
American Financial Network Advisory Services LLC--Sep 30, 19-20.62K--
WILLIAMS JONES & ASSOCIATES LLC18.50KJun 30, 19-5000.01%
NEXT Financial Holdings388Mar 31, 19+3880.00%
WealthTrust-Arizona, LLC1.62KDec 31, 18+1.62K0.00%
Farmhouse Investment Management LLC461.08KSep 30, 18--0.18%
Global X Management CO LLC14.71KJun 30, 18+6170.01%
Edge Advisors, LLC--Jun 30, 18-1.10K--
SILVER CAPITAL MANAGEMENT LLC39.26KMar 31, 18+20.06K0.02%
Delpha Capital Management, LLC--Mar 31, 18-804--
Nine Chapters Capital Management LLC17.90KSep 30, 17+17.90K0.01%
Acrospire Investment Management LLC--Sep 30, 17-176--
Geneva Advisors, LLC96.75KJun 30, 17+96.75K0.04%
Commonwealth Equity Services, Inc48.16KJun 30, 17-2710.02%
Airain ltd16.26KJun 30, 17+16.26K0.01%
WFG Advisors, LP1.21KJun 30, 17+1590.00%
Lebenthal Asset Management, LLC20.30KMar 31, 17+20.30K0.01%
BlackRock Group LTD291.36KDec 31, 16+80.20K0.11%
MSI Financial Services Inc251Dec 31, 16-9390.00%
Gerstein Fisher74.22KSep 30, 16-1.11K0.03%
Emerald Acquisition Ltd.28.69KSep 30, 16-3.10K0.01%
WESTPORT RESOURCES MANAGEMENT INC268Sep 30, 16-1.92K0.00%
Investors Capital Advisory Services11.47KJun 30, 16-1.89K0.00%
Lebenthal Holdings,LLC10.00KJun 30, 16-9.60K0.00%
RUSSELL FRANK CO/35.30KMar 31, 16-3.00K0.01%
ATHERTON LANE ADVISERS, LLC3.86MDec 31, 15+34.62K1.48%
Highmount Capital, LLC380.32KJun 30, 15+4.64K0.15%
BOSTON PRIVATE BANK & TRUST CO2.90KMar 31, 15--0.00%
Relative Value Partners, LLC--Mar 31, 15-10.34K--
UBS AG1.45MSep 30, 14-221.84K0.55%
BlueCrest Capital Management LLP--Sep 30, 14-42.16K--
GALAXY CAPITAL TRADING LTD500Dec 31, 13+5000.00%
STIFEL NICOLAUS & CO INC \MO\126.88KSep 30, 13-4.19K0.05%
Irish Life Investment Managers Ltd.3.00KJun 30, 13+3.00K0.00%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.