MidCap Financial Investment Corporation(MFIC)

$9.62—Stale · unknown old

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MidCap Financial Investment Corporation(MFIC)

NASDAQ • Last print unknown ago

$9.62—Stale · unknown old

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MFIC(MFIC)

MFIC

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Institutional Ownership

Top 230 Institutional Holders

Holder	Shares	Date	Change	% Held
THORNBURG INVESTMENT MANAGEMENT INC	3.24M	Jun 30, 26	--	3.93%
Apollo Management Holdings, L.P.	2.35M	Jun 30, 26	+6	2.85%
VAN ECK ASSOCIATES CORP	2.10M	Jun 30, 26	+293.48K	2.56%
SOROS FUND MANAGEMENT LLC	1.94M	Jun 30, 26	--	2.36%
UBS Group AG	1.93M	Jun 30, 26	+111.41K	2.34%
Next Capital Management LLC	1.90M	Jun 30, 26	+28.02K	2.31%
MORGAN STANLEY	1.53M	Jun 30, 26	-83.73K	1.86%
Russell Investments Group, Ltd.	1.14M	Jun 30, 26	+358.53K	1.39%
WELLINGTON MANAGEMENT GROUP LLP	1.08M	Jun 30, 26	+1.08M	1.31%
Invesco Ltd.	1.05M	Jun 30, 26	-242.20K	1.28%
Legal & General Group Plc	789.58K	Jun 30, 26	+64.17K	0.96%
Muzinich & Co., Inc.	744.42K	Jun 30, 26	+27.92K	0.90%
Sumitomo Mitsui Trust Group, Inc.	549.58K	Jun 30, 26	--	0.67%
RAYMOND JAMES FINANCIAL INC	527.87K	Jun 30, 26	-79.61K	0.64%
CURA WEALTH ADVISORS, LLC	512.82K	Jun 30, 26	-101.09K	0.62%
FRANKLIN RESOURCES INC	441.52K	Jun 30, 26	+12.88K	0.54%
Beach Point Capital Management LP	440.36K	Jun 30, 26	+440.36K	0.53%
CONDOR CAPITAL MANAGEMENT	431.88K	Jun 30, 26	-2.35K	0.52%
CASTLEKEEP INVESTMENT ADVISORS LLC	414.66K	Jun 30, 26	+18.48K	0.50%
Janney Montgomery Scott LLC	393.64K	Jun 30, 26	+393.64K	0.48%
Ethos Financial Group, LLC	391.81K	Jun 30, 26	-1.78K	0.48%
Foundations Investment Advisors, LLC	387.61K	Jun 30, 26	-45.93K	0.47%
BlackRock, Inc.	383.94K	Jun 30, 26	-19.93K	0.47%
D.A. DAVIDSON & CO.	374.28K	Jun 30, 26	+13.48K	0.45%
WELLS FARGO & COMPANY/MN	302.77K	Jun 30, 26	+4.49K	0.37%
United Advisor Group, LLC	264.85K	Jun 30, 26	-5.21K	0.32%
Advisors Asset Management, Inc.	245.69K	Jun 30, 26	-9.59K	0.30%
CITADEL ADVISORS LLC	245.49K	Jun 30, 26	+217.49K	0.30%
LPL Financial LLC	236.65K	Jun 30, 26	-25.10K	0.29%
Saba Capital Management, L.P.	215.14K	Jun 30, 26	+215.14K	0.26%
ROYAL BANK OF CANADA	213.20K	Jun 30, 26	-1.67K	0.26%
LAZARD ASSET MANAGEMENT LLC	207.24K	Jun 30, 26	+125.20K	0.25%
Naviter Wealth, LLC	187.30K	Jun 30, 26	-10.18K	0.23%
Neuberger Berman Group LLC	186.68K	Jun 30, 26	-17.48K	0.23%
Cerity Partners LLC	151.63K	Jun 30, 26	+77.93K	0.18%
TWO SIGMA INVESTMENTS, LP	146.15K	Jun 30, 26	-102.37K	0.18%
Almitas Capital LLC	140.48K	Jun 30, 26	--	0.17%
J.W. COLE ADVISORS, INC.	133.31K	Jun 30, 26	+690	0.16%
SHARPEPOINT LLC	132.03K	Jun 30, 26	+7.85K	0.16%
DnB Asset Management AS	127.08K	Jun 30, 26	-26.28K	0.15%
BANK OF AMERICA CORP /DE/	122.10K	Jun 30, 26	-6.17K	0.15%
CONFLUENCE INVESTMENT MANAGEMENT LLC	118.55K	Jun 30, 26	+1.37K	0.14%
ADVISOR GROUP HOLDINGS, INC.	118.35K	Jun 30, 26	-13.12K	0.14%
GREAT WEST LIFE ASSURANCE CO /CAN/	116.03K	Jun 30, 26	+14.66K	0.14%
ENVESTNET ASSET MANAGEMENT INC	108.33K	Jun 30, 26	+39.85K	0.13%
Colony Group, LLC	102.07K	Jun 30, 26	-28.70K	0.12%
Arkadios Wealth Advisors	101.31K	Jun 30, 26	+22	0.12%
Y-Intercept (Hong Kong) Ltd	98.74K	Jun 30, 26	+98.74K	0.12%
Bayshore Capital Advisors, LLC	97.58K	Jun 30, 26	+57.58K	0.12%
BALYASNY ASSET MANAGEMENT L.P.	96.80K	Jun 30, 26	+12.02K	0.12%
LSV ASSET MANAGEMENT	96.10K	Jun 30, 26	--	0.12%
Hennion & Walsh Asset Management, Inc.	80.29K	Jun 30, 26	-11.08K	0.10%
STEPHENS INC /AR/	79.86K	Jun 30, 26	-94	0.10%
XTX Topco Ltd	77.81K	Jun 30, 26	-264.52K	0.09%
Garner Asset Management Corp	74.38K	Jun 30, 26	-12.20K	0.09%
Sigma Planning Corp	72.68K	Jun 30, 26	-884	0.09%
Lido Advisors, LLC	69.53K	Jun 30, 26	+2.31K	0.08%
VARCOV Co.	69.19K	Jun 30, 26	-109.72K	0.08%
Camelot Portfolios, LLC	62.65K	Jun 30, 26	+4.96K	0.08%
Millennium Capital Advisors, LLC	61.82K	Jun 30, 26	-1	0.08%
Capital Investment Advisors, LLC	55.31K	Jun 30, 26	-2.02K	0.07%
DENALI ADVISORS LLC	54.55K	Jun 30, 26	-5.18K	0.07%
PRINCIPAL SECURITIES, INC.	54.30K	Jun 30, 26	+8.88K	0.07%
Headlands Technologies LLC	51.82K	Jun 30, 26	+38.99K	0.06%
CIDEL ASSET MANAGEMENT INC	50.30K	Jun 30, 26	+50.30K	0.06%
BI Asset Management Fondsmaeglerselskab A/S	45.79K	Jun 30, 26	-203.52K	0.06%
Alpine Global Management, LLC	45.54K	Jun 30, 26	-28.23K	0.06%
NewGen Asset Management Ltd	45.00K	Jun 30, 26	+10.00K	0.05%
Virtus Investment Advisers, Inc.	43.05K	Jun 30, 26	-12.17K	0.05%
LeClair Wealth Partners LLC	40.88K	Jun 30, 26	+40.88K	0.05%
PANORAMIC INVESTMENT ADVISORS, LLC	40.78K	Jun 30, 26	-12.85K	0.05%
TCFG Investment Advisors, LLC	40.47K	Jun 30, 26	-1.88K	0.05%
CAXTON ASSOCIATES LLP	39.65K	Jun 30, 26	+5.91K	0.05%
STIFEL FINANCIAL CORP	38.58K	Jun 30, 26	+1.57K	0.05%
MERIDIAN INVESTMENT COUNSEL INC.	38.56K	Jun 30, 26	-555	0.05%
Schonfeld Strategic Advisors LLC	37.69K	Jun 30, 26	+37.69K	0.05%
SHUFRO ROSE & CO LLC	37.27K	Jun 30, 26	--	0.05%
VICTORY CAPITAL MANAGEMENT INC	36.92K	Jun 30, 26	-617.29K	0.04%
Arete Wealth Advisors, LLC	35.65K	Jun 30, 26	+16.52K	0.04%
Closed-End Fund Advisors, Inc.	32.97K	Jun 30, 26	-906	0.04%
Trexquant Investment LP	30.86K	Jun 30, 26	+30.86K	0.04%
Brevan Howard Capital Management LP	30.33K	Jun 30, 26	-13.10K	0.04%
WEDBUSH SECURITIES INC	30.13K	Jun 30, 26	+475	0.04%
JPMORGAN CHASE & CO	29.52K	Jun 30, 26	--	0.04%
AMERIPRISE FINANCIAL INC	28.91K	Jun 30, 26	-47.62K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	27.22K	Jun 30, 26	+11.35K	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	26.15K	Jun 30, 26	+247	0.03%
TRUIST FINANCIAL CORP	26.13K	Jun 30, 26	+4.35K	0.03%
Tyche Wealth Partners LLC	26.00K	Jun 30, 26	+2.50K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	24.08K	Jun 30, 26	+6.41K	0.03%
Steward Partners Investment Advisory, LLC	23.53K	Jun 30, 26	-5.27K	0.03%
DKM Wealth Management, Inc.	23.50K	Jun 30, 26	--	0.03%
Cetera Investment Advisers	22.55K	Jun 30, 26	-385	0.03%
Generali Investments CEE, investicni spolecnost, a.s.	22.28K	Jun 30, 26	--	0.03%
Stratos Wealth Partners, LTD.	22.20K	Jun 30, 26	-133	0.03%
B. Riley Wealth Advisors, Inc.	20.01K	Jun 30, 26	-27	0.02%
Squarepoint Ops LLC	19.93K	Jun 30, 26	-6.31K	0.02%
HighTower Advisors, LLC	19.93K	Jun 30, 26	-57.69K	0.02%
COMMONWEALTH EQUITY SERVICES, LLC	18.76K	Jun 30, 26	-13.88K	0.02%
Everstar Asset Management, LLC	18.65K	Jun 30, 26	--	0.02%
Onyx Bridge Wealth Group LLC	18.64K	Jun 30, 26	+296	0.02%
ProShare Advisors LLC	17.25K	Jun 30, 26	-1.07K	0.02%
Americana Partners, LLC	16.95K	Jun 30, 26	--	0.02%
Private Advisor Group, LLC	16.77K	Jun 30, 26	+16.77K	0.02%
Advisory Services Network, LLC	15.62K	Jun 30, 26	+25	0.02%
FOX RUN MANAGEMENT, L.L.C.	15.37K	Jun 30, 26	+15.37K	0.02%
Creative Planning	14.91K	Jun 30, 26	+14.91K	0.02%
HB Wealth Management, LLC	14.40K	Jun 30, 26	+389	0.02%
MELFA WEALTH MANAGEMENT, LLC	13.72K	Jun 30, 26	--	0.02%
PARK AVENUE SECURITIES LLC	13.33K	Jun 30, 26	+13.33K	0.02%
Founders Financial Alliance, LLC	12.87K	Jun 30, 26	+110	0.02%
LB Partners LLC	12.00K	Jun 30, 26	+2.00K	0.01%
Resources Investment Advisors, LLC.	11.94K	Jun 30, 26	--	0.01%
MQS Management LLC	11.93K	Jun 30, 26	+11.93K	0.01%
Empowered Funds, LLC	11.92K	Jun 30, 26	-2.13K	0.01%
OPPENHEIMER & CO INC	11.74K	Jun 30, 26	+658	0.01%
OXFORD ASSET MANAGEMENT LLP	11.61K	Jun 30, 26	+11.61K	0.01%
Mariner, LLC	11.61K	Jun 30, 26	+11.61K	0.01%
StoneX Group Inc.	11.47K	Jun 30, 26	+11.47K	0.01%
MRA Advisory Group	11.19K	Jun 30, 26	+342	0.01%
Walser Wealth Management Company, A Ltd Liability Co	11.11K	Jun 30, 26	+11.11K	0.01%
DECISION INVESTMENTS, INC	11.03K	Jun 30, 26	--	0.01%
Williams Jones Wealth Management, LLC.	10.90K	Jun 30, 26	--	0.01%
Atlantic Union Bankshares Corp	10.50K	Jun 30, 26	--	0.01%
Sovereign Financial Group, Inc.	10.42K	Jun 30, 26	-690	0.01%
Pictet & Cie (Europe) SA	10.32K	Jun 30, 26	+275	0.01%
GUGGENHEIM CAPITAL LLC	10.22K	Jun 30, 26	-110	0.01%
DUMONT & BLAKE INVESTMENT ADVISORS LLC	10.18K	Jun 30, 26	+10.18K	0.01%
MILLENNIUM MANAGEMENT LLC	10.17K	Jun 30, 26	+10.17K	0.01%
FIFTH THIRD BANCORP	9.93K	Jun 30, 26	-654	0.01%
BNP PARIBAS ARBITRAGE, SNC	8.13K	Jun 30, 26	-15.00K	0.01%
HARBOUR INVESTMENTS, INC.	7.77K	Jun 30, 26	+513	0.01%
Westchester Capital Management, LLC	7.70K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	5.89K	Jun 30, 26	-620	0.01%
JONES FINANCIAL COMPANIES LLLP	5.12K	Jun 30, 26	+1.32K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	4.24K	Jun 30, 26	+1.20K	0.01%
FINANCIAL CONSULATE, INC	4.21K	Jun 30, 26	+129	0.01%
Access Investment Management LLC	4.00K	Jun 30, 26	--	0.00%
State of Alaska, Department of Revenue	3.87K	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	3.50K	Jun 30, 26	--	0.00%
Advocate Investing Services LLC	3.13K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	2.79K	Jun 30, 26	+372	0.00%
Allworth Financial LP	2.51K	Jun 30, 26	-946	0.00%
NewEdge Advisors, LLC	2.46K	Jun 30, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	2.40K	Jun 30, 26	--	0.00%
SIMPLEX TRADING, LLC	2.05K	Jun 30, 26	+2.05K	0.00%
SRS Capital Advisors, Inc.	1.72K	Jun 30, 26	+1.02K	0.00%
IFP Advisors, Inc	1.52K	Jun 30, 26	+1	0.00%
Pinnacle Wealth Planning Services, Inc.	1.25K	Jun 30, 26	--	0.00%
Hilton Head Capital Partners, LLC	919	Jun 30, 26	--	0.00%
US BANCORP \DE\	848	Jun 30, 26	+222	0.00%
SIGNATUREFD, LLC	782	Jun 30, 26	-550	0.00%
Aventura Private Wealth, LLC	656	Jun 30, 26	+20	0.00%
Farther Finance Advisors, LLC	584	Jun 30, 26	-9	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	563	Jun 30, 26	-333	0.00%
Rockefeller Capital Management L.P.	537	Jun 30, 26	-984	0.00%
Parallel Advisors, LLC	525	Jun 30, 26	-380	0.00%
MERCER GLOBAL ADVISORS INC /ADV	510	Jun 30, 26	+510	0.00%
Global Retirement Partners, LLC	505	Jun 30, 26	+505	0.00%
ASSETMARK, INC	500	Jun 30, 26	--	0.00%
GROUP ONE TRADING, L.P.	379	Jun 30, 26	+379	0.00%
Triumph Capital Management	360	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	333	Jun 30, 26	--	0.00%
Cheviot Value Management, LLC	333	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	333	Jun 30, 26	-1.13K	0.00%
CVA Family Office, LLC	333	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	216	Jun 30, 26	--	0.00%
Key FInancial Inc	150	Jun 30, 26	--	0.00%
Caitong International Asset Management Co., Ltd	91	Jun 30, 26	+91	0.00%
ARES MANAGEMENT LLC	--	Jun 30, 26	-545.53K	--
nVerses Capital, LLC	--	Jun 30, 26	-15.34K	--
Stablepoint Partners, LLC	--	Jun 30, 26	-34.48K	--
IMC-Chicago, LLC	--	Jun 30, 26	-14.42K	--
Callodine Capital Management, LP	--	Jun 30, 26	-458.11K	--
NBC SECURITIES, INC.	--	Jun 30, 26	-300	--
Sowell Financial Services LLC	--	Jun 30, 26	-10.56K	--
Lansforsakringar Fondforvaltning AB (publ)	--	Jun 30, 26	-145.58K	--
Activest Wealth Management	--	Jun 30, 26	-2.27K	--
Papamarkou Wellner Asset Management inc.	--	Jun 30, 26	-16.94K	--
Smallwood Wealth Investment Management, LLC	--	Jun 30, 26	-1	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-34.35K	--
Permanens Capital L.P.	--	Jun 30, 26	-11.03K	--
Entropy Technologies, LP	--	Jun 30, 26	-14.23K	--
Western Wealth Management, LLC	--	Jun 30, 26	-974	--
Pensionmark Financial Group, LLC	--	Jun 30, 26	-11.53K	--
EVERGREEN CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-10.79K	--
AlphaCore Capital LLC	--	Jun 30, 26	-10.63K	--
DRW Securities, LLC	--	Jun 30, 26	-63.49K	--
Kestra Advisory Services, LLC	--	Jun 30, 26	-17.09K	--
CHESAPEAKE ASSET MANAGEMENT LLC	--	Jun 30, 26	-1.95K	--
D. E. Shaw & Co., Inc.	--	Jun 30, 26	-123.57K	--
NOMURA ASSET MANAGEMENT CO LTD	--	Jun 30, 26	-1.14K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-2.99K	--
Global Wealth Management Investment Advisory, Inc.	--	Jun 30, 26	-112.37K	--
Magnetar Financial LLC	--	Jun 30, 26	-112.56K	--
TCFG WEALTH MANAGEMENT, LLC	42.35K	Mar 31, 26	+693	0.05%
Anfield Capital Management, LLC	15.50K	Mar 31, 26	+1.43K	0.02%
First Affirmative Financial Network	11.81K	Mar 31, 26	+11.81K	0.01%
Parkside Financial Bank & Trust	7.96K	Mar 31, 26	+214	0.01%
CWM, LLC	1.30K	Mar 31, 26	+109	0.00%
Anchor Investment Management, LLC	1.15K	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	750	Mar 31, 26	--	0.00%
COMERICA BANK	86.14K	Dec 31, 25	-239	0.10%
TWO SIGMA ADVISERS, LP	24.25K	Dec 31, 25	-32.37K	0.03%
REDMONT WEALTH ADVISORS LLC	5.57K	Dec 31, 25	-7.48K	0.01%
CIBC Private Wealth Group, LLC	3.67K	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	1.11K	Dec 31, 25	+35	0.00%
Promus Capital, LLC	5.30K	Sep 30, 25	--	0.01%
Graypoint LLC	186.80K	Jun 30, 25	+5.54K	0.23%
Congress Wealth Management LLC / DE /	76.28K	Jun 30, 25	+46.74K	0.09%
Lindbrook Capital, LLC	38	Mar 31, 25	--	0.00%
RE Dickinson Investment Advisors, LLC	6	Dec 31, 24	+6	0.00%
RAYMOND JAMES & ASSOCIATES	67.99K	Sep 30, 24	+25.76K	0.08%
Raymond James Financial Services Advisors, Inc.	16.80K	Sep 30, 24	+16.80K	0.02%
FinTrust Capital Advisors, LLC	2.49K	Sep 30, 24	+2.49K	0.00%
BlackRock Inc.	310.51K	Jun 30, 24	+6.65K	0.38%
MCKINLEY CAPITAL MANAGEMENT LLC	102.74K	Jun 30, 24	+655	0.12%
Relative Value Partners Group, LLC	--	Jun 30, 24	-56.17K	--
Cubic Asset Management, LLC	51.69K	Mar 31, 24	--	0.06%
Cetera Advisors LLC	10.70K	Mar 31, 24	+10.70K	0.01%
Highlander Capital Management, LLC	966	Mar 31, 24	--	0.00%
PUTNAM INVESTMENTS LLC	165.62K	Dec 31, 23	+18.30K	0.20%
Baystate Wealth Management LLC	342	Dec 31, 23	+342	0.00%
Claybrook Capital, LLC	44.14K	Sep 30, 23	--	0.05%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	44.05K	Sep 30, 23	+340	0.05%
Kistler-Tiffany Companies, LLC	840	Jun 30, 23	--	0.00%
Jenkins Wealth	14.72K	Dec 31, 22	+14.72K	0.02%
American Portfolios Advisors	2.61K	Sep 30, 22	+27	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	828	Sep 30, 22	+828	0.00%
Strategic Asset Management, LLC	333	Sep 30, 22	--	0.00%

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Holder

Date

Change

% Held

THORNBURG INVESTMENT MANAGEMENT INC

3.24M

Jun 30, 26

3.93%

Apollo Management Holdings, L.P.

2.35M

Jun 30, 26

2.85%

VAN ECK ASSOCIATES CORP

2.10M

Jun 30, 26

+293.48K

2.56%

SOROS FUND MANAGEMENT LLC

1.94M

Jun 30, 26

2.36%

UBS Group AG

1.93M

Jun 30, 26

+111.41K

2.34%

Next Capital Management LLC

1.90M

Jun 30, 26

+28.02K

2.31%

MORGAN STANLEY

1.53M

Jun 30, 26

-83.73K

1.86%

Russell Investments Group, Ltd.

1.14M

Jun 30, 26

+358.53K

1.39%

WELLINGTON MANAGEMENT GROUP LLP

1.08M

Jun 30, 26

+1.08M

1.31%

Invesco Ltd.

1.05M

Jun 30, 26

-242.20K

1.28%

Legal & General Group Plc

789.58K

Jun 30, 26

+64.17K

0.96%

Muzinich & Co., Inc.

744.42K

Jun 30, 26

+27.92K

0.90%

Sumitomo Mitsui Trust Group, Inc.

549.58K

Jun 30, 26

0.67%

RAYMOND JAMES FINANCIAL INC

527.87K

Jun 30, 26

-79.61K

0.64%

CURA WEALTH ADVISORS, LLC

512.82K

Jun 30, 26

-101.09K

0.62%

FRANKLIN RESOURCES INC

441.52K

Jun 30, 26

+12.88K

0.54%

Beach Point Capital Management LP

440.36K

Jun 30, 26

+440.36K

0.53%

CONDOR CAPITAL MANAGEMENT

431.88K

Jun 30, 26

-2.35K

0.52%

CASTLEKEEP INVESTMENT ADVISORS LLC

414.66K

Jun 30, 26

+18.48K

0.50%

Janney Montgomery Scott LLC

393.64K

Jun 30, 26

+393.64K

0.48%

Ethos Financial Group, LLC

391.81K

Jun 30, 26

-1.78K

0.48%

Foundations Investment Advisors, LLC

387.61K

Jun 30, 26

-45.93K

0.47%

BlackRock, Inc.

383.94K

Jun 30, 26

-19.93K

0.47%

D.A. DAVIDSON & CO.

374.28K

Jun 30, 26

+13.48K

0.45%

WELLS FARGO & COMPANY/MN

302.77K

Jun 30, 26

+4.49K

0.37%

United Advisor Group, LLC

264.85K

Jun 30, 26

-5.21K

0.32%

Advisors Asset Management, Inc.

245.69K

Jun 30, 26

-9.59K

0.30%

CITADEL ADVISORS LLC

245.49K

Jun 30, 26

+217.49K

0.30%

LPL Financial LLC

236.65K

Jun 30, 26

-25.10K

0.29%

Saba Capital Management, L.P.

215.14K

Jun 30, 26

+215.14K

0.26%

ROYAL BANK OF CANADA

213.20K

Jun 30, 26

-1.67K

0.26%

LAZARD ASSET MANAGEMENT LLC

207.24K

Jun 30, 26

+125.20K

0.25%

Naviter Wealth, LLC

187.30K

Jun 30, 26

-10.18K

0.23%

Neuberger Berman Group LLC

186.68K

Jun 30, 26

-17.48K

0.23%

Cerity Partners LLC

151.63K

Jun 30, 26

+77.93K

0.18%

TWO SIGMA INVESTMENTS, LP

146.15K

Jun 30, 26

-102.37K

0.18%

Almitas Capital LLC

140.48K

Jun 30, 26

0.17%

J.W. COLE ADVISORS, INC.

133.31K

Jun 30, 26

+690

0.16%

SHARPEPOINT LLC

132.03K

Jun 30, 26

+7.85K

0.16%

DnB Asset Management AS

127.08K

Jun 30, 26

-26.28K

0.15%

BANK OF AMERICA CORP /DE/

122.10K

Jun 30, 26

-6.17K

0.15%

CONFLUENCE INVESTMENT MANAGEMENT LLC

118.55K

Jun 30, 26

+1.37K

0.14%

ADVISOR GROUP HOLDINGS, INC.

118.35K

Jun 30, 26

-13.12K

0.14%

GREAT WEST LIFE ASSURANCE CO /CAN/

116.03K

Jun 30, 26

+14.66K

0.14%

ENVESTNET ASSET MANAGEMENT INC

108.33K

Jun 30, 26

+39.85K

0.13%

Colony Group, LLC

102.07K

Jun 30, 26

-28.70K

0.12%

Arkadios Wealth Advisors

101.31K

Jun 30, 26

+22

0.12%

Y-Intercept (Hong Kong) Ltd

98.74K

Jun 30, 26

+98.74K

0.12%

Bayshore Capital Advisors, LLC

97.58K

Jun 30, 26

+57.58K

0.12%

BALYASNY ASSET MANAGEMENT L.P.

96.80K

Jun 30, 26

+12.02K

0.12%

LSV ASSET MANAGEMENT

96.10K

Jun 30, 26

0.12%

Hennion & Walsh Asset Management, Inc.

80.29K

Jun 30, 26

-11.08K

0.10%

STEPHENS INC /AR/

79.86K

Jun 30, 26

-94

0.10%

XTX Topco Ltd

77.81K

Jun 30, 26

-264.52K

0.09%

Garner Asset Management Corp

74.38K

Jun 30, 26

-12.20K

0.09%

Sigma Planning Corp

72.68K

Jun 30, 26

-884

0.09%

Lido Advisors, LLC

69.53K

Jun 30, 26

+2.31K

0.08%

VARCOV Co.

69.19K

Jun 30, 26

-109.72K

0.08%

Camelot Portfolios, LLC

62.65K

Jun 30, 26

+4.96K

0.08%

Millennium Capital Advisors, LLC

61.82K

Jun 30, 26

-1

0.08%

Capital Investment Advisors, LLC

55.31K

Jun 30, 26

-2.02K

0.07%

DENALI ADVISORS LLC

54.55K

Jun 30, 26

-5.18K

0.07%

PRINCIPAL SECURITIES, INC.

54.30K

Jun 30, 26

+8.88K

0.07%

Headlands Technologies LLC

51.82K

Jun 30, 26

+38.99K

0.06%

CIDEL ASSET MANAGEMENT INC

50.30K

Jun 30, 26

+50.30K

0.06%

BI Asset Management Fondsmaeglerselskab A/S

45.79K

Jun 30, 26

-203.52K

0.06%

Alpine Global Management, LLC

45.54K

Jun 30, 26

-28.23K

0.06%

NewGen Asset Management Ltd

45.00K

Jun 30, 26

+10.00K

0.05%

Virtus Investment Advisers, Inc.

43.05K

Jun 30, 26

-12.17K

0.05%

LeClair Wealth Partners LLC

40.88K

Jun 30, 26

+40.88K

0.05%

PANORAMIC INVESTMENT ADVISORS, LLC

40.78K

Jun 30, 26

-12.85K

0.05%

TCFG Investment Advisors, LLC

40.47K

Jun 30, 26

-1.88K

0.05%

CAXTON ASSOCIATES LLP

39.65K

Jun 30, 26

+5.91K

0.05%

STIFEL FINANCIAL CORP

38.58K

Jun 30, 26

+1.57K

0.05%

MERIDIAN INVESTMENT COUNSEL INC.

38.56K

Jun 30, 26

-555

0.05%

Schonfeld Strategic Advisors LLC

37.69K

Jun 30, 26

+37.69K

0.05%

SHUFRO ROSE & CO LLC

37.27K

Jun 30, 26

0.05%

VICTORY CAPITAL MANAGEMENT INC

36.92K

Jun 30, 26

-617.29K

0.04%

Arete Wealth Advisors, LLC

35.65K

Jun 30, 26

+16.52K

0.04%

Closed-End Fund Advisors, Inc.

32.97K

Jun 30, 26

-906

0.04%

Trexquant Investment LP

30.86K

Jun 30, 26

+30.86K

0.04%

Brevan Howard Capital Management LP

30.33K

Jun 30, 26

-13.10K

0.04%

WEDBUSH SECURITIES INC

30.13K

Jun 30, 26

+475

0.04%

JPMORGAN CHASE & CO

29.52K

Jun 30, 26

0.04%

AMERIPRISE FINANCIAL INC

28.91K

Jun 30, 26

-47.62K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

27.22K

Jun 30, 26

+11.35K

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

26.15K

Jun 30, 26

+247

0.03%

TRUIST FINANCIAL CORP

26.13K

Jun 30, 26

+4.35K

0.03%

Tyche Wealth Partners LLC

26.00K

Jun 30, 26

+2.50K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

24.08K

Jun 30, 26

+6.41K

0.03%

Steward Partners Investment Advisory, LLC

23.53K

Jun 30, 26

-5.27K

0.03%

DKM Wealth Management, Inc.

23.50K

Jun 30, 26

0.03%

Cetera Investment Advisers

22.55K

Jun 30, 26

-385

0.03%

Generali Investments CEE, investicni spolecnost, a.s.

22.28K

Jun 30, 26

0.03%

Stratos Wealth Partners, LTD.

22.20K

Jun 30, 26

-133

0.03%

B. Riley Wealth Advisors, Inc.

20.01K

Jun 30, 26

-27

0.02%

Squarepoint Ops LLC

19.93K

Jun 30, 26

-6.31K

0.02%

HighTower Advisors, LLC

19.93K

Jun 30, 26

-57.69K

0.02%

COMMONWEALTH EQUITY SERVICES, LLC

18.76K

Jun 30, 26

-13.88K

0.02%

Everstar Asset Management, LLC

18.65K

Jun 30, 26

0.02%

Onyx Bridge Wealth Group LLC

18.64K

Jun 30, 26

+296

0.02%

ProShare Advisors LLC

17.25K

Jun 30, 26

-1.07K

0.02%

Americana Partners, LLC

16.95K

Jun 30, 26

0.02%

Private Advisor Group, LLC

16.77K

Jun 30, 26

+16.77K

0.02%

Advisory Services Network, LLC

15.62K

Jun 30, 26

+25

0.02%

FOX RUN MANAGEMENT, L.L.C.

15.37K

Jun 30, 26

+15.37K

0.02%

Creative Planning

14.91K

Jun 30, 26

+14.91K

0.02%

HB Wealth Management, LLC

14.40K

Jun 30, 26

+389

0.02%

MELFA WEALTH MANAGEMENT, LLC

13.72K

Jun 30, 26

0.02%

PARK AVENUE SECURITIES LLC

13.33K

Jun 30, 26

+13.33K

0.02%

Founders Financial Alliance, LLC

12.87K

Jun 30, 26

+110

0.02%

LB Partners LLC

12.00K

Jun 30, 26

+2.00K

0.01%

Resources Investment Advisors, LLC.

11.94K

Jun 30, 26

0.01%

MQS Management LLC

11.93K

Jun 30, 26

+11.93K

0.01%

Empowered Funds, LLC

11.92K

Jun 30, 26

-2.13K

0.01%

OPPENHEIMER & CO INC

11.74K

Jun 30, 26

+658

0.01%

OXFORD ASSET MANAGEMENT LLP

11.61K

Jun 30, 26

+11.61K

0.01%

Mariner, LLC

11.61K

Jun 30, 26

+11.61K

0.01%

StoneX Group Inc.

11.47K

Jun 30, 26

+11.47K

0.01%

MRA Advisory Group

11.19K

Jun 30, 26

+342

0.01%

Walser Wealth Management Company, A Ltd Liability Co

11.11K

Jun 30, 26

+11.11K

0.01%

DECISION INVESTMENTS, INC

11.03K

Jun 30, 26

0.01%

Williams Jones Wealth Management, LLC.

10.90K

Jun 30, 26

0.01%

Atlantic Union Bankshares Corp

10.50K

Jun 30, 26

0.01%

Sovereign Financial Group, Inc.

10.42K

Jun 30, 26

-690

0.01%

Pictet & Cie (Europe) SA

10.32K

Jun 30, 26

+275

0.01%

GUGGENHEIM CAPITAL LLC

10.22K

Jun 30, 26

-110

0.01%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

10.18K

Jun 30, 26

+10.18K

0.01%

MILLENNIUM MANAGEMENT LLC

10.17K

Jun 30, 26

+10.17K

0.01%

FIFTH THIRD BANCORP

9.93K

Jun 30, 26

-654

0.01%

BNP PARIBAS ARBITRAGE, SNC

8.13K

Jun 30, 26

-15.00K

0.01%

HARBOUR INVESTMENTS, INC.

7.77K

Jun 30, 26

+513

0.01%

Westchester Capital Management, LLC

7.70K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

5.89K

Jun 30, 26

-620

0.01%

JONES FINANCIAL COMPANIES LLLP

5.12K

Jun 30, 26

+1.32K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

4.24K

Jun 30, 26

+1.20K

0.01%

FINANCIAL CONSULATE, INC

4.21K

Jun 30, 26

+129

0.01%

Access Investment Management LLC

4.00K

Jun 30, 26

0.00%

State of Alaska, Department of Revenue

3.87K

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

3.50K

Jun 30, 26

0.00%

Advocate Investing Services LLC

3.13K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

2.79K

Jun 30, 26

+372

0.00%

Allworth Financial LP

2.51K

Jun 30, 26

-946

0.00%

NewEdge Advisors, LLC

2.46K

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

2.40K

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

2.05K

Jun 30, 26

+2.05K

0.00%

SRS Capital Advisors, Inc.

1.72K

Jun 30, 26

+1.02K

0.00%

IFP Advisors, Inc

1.52K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.25K

Jun 30, 26

0.00%

Hilton Head Capital Partners, LLC

919

Jun 30, 26

0.00%

US BANCORP \DE\

848

Jun 30, 26

+222

0.00%

SIGNATUREFD, LLC

782

Jun 30, 26

-550

0.00%

Aventura Private Wealth, LLC

656

Jun 30, 26

+20

0.00%

Farther Finance Advisors, LLC

584

Jun 30, 26

-9

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

563

Jun 30, 26

-333

0.00%

Rockefeller Capital Management L.P.

537

Jun 30, 26

-984

0.00%

Parallel Advisors, LLC

525

Jun 30, 26

-380

0.00%

MERCER GLOBAL ADVISORS INC /ADV

510

Jun 30, 26

+510

0.00%

Global Retirement Partners, LLC

505

Jun 30, 26

+505

0.00%

ASSETMARK, INC

500

Jun 30, 26

0.00%

GROUP ONE TRADING, L.P.

379

Jun 30, 26

+379

0.00%

Triumph Capital Management

360

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

333

Jun 30, 26

0.00%

Cheviot Value Management, LLC

333

Jun 30, 26

0.00%

CoreCap Advisors, LLC

333

Jun 30, 26

-1.13K

0.00%

CVA Family Office, LLC

333

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

216

Jun 30, 26

0.00%

Key FInancial Inc

150

Jun 30, 26

0.00%

Caitong International Asset Management Co., Ltd

Jun 30, 26

+91

0.00%

ARES MANAGEMENT LLC

Jun 30, 26

-545.53K

nVerses Capital, LLC

Jun 30, 26

-15.34K

Stablepoint Partners, LLC

Jun 30, 26

-34.48K

IMC-Chicago, LLC

Jun 30, 26

-14.42K

Callodine Capital Management, LP

Jun 30, 26

-458.11K

NBC SECURITIES, INC.

Jun 30, 26

-300

Sowell Financial Services LLC

Jun 30, 26

-10.56K

Lansforsakringar Fondforvaltning AB (publ)

Jun 30, 26

-145.58K

Activest Wealth Management

Jun 30, 26

-2.27K

Papamarkou Wellner Asset Management inc.

Jun 30, 26

-16.94K

Smallwood Wealth Investment Management, LLC

Jun 30, 26

-1

JANE STREET GROUP, LLC

Jun 30, 26

-34.35K

Permanens Capital L.P.

Jun 30, 26

-11.03K

Entropy Technologies, LP

Jun 30, 26

-14.23K

Western Wealth Management, LLC

Jun 30, 26

-974

Pensionmark Financial Group, LLC

Jun 30, 26

-11.53K

EVERGREEN CAPITAL MANAGEMENT LLC

Jun 30, 26

-10.79K

AlphaCore Capital LLC

Jun 30, 26

-10.63K

DRW Securities, LLC

Jun 30, 26

-63.49K

Kestra Advisory Services, LLC

Jun 30, 26

-17.09K

CHESAPEAKE ASSET MANAGEMENT LLC

Jun 30, 26

-1.95K

D. E. Shaw & Co., Inc.

Jun 30, 26

-123.57K

NOMURA ASSET MANAGEMENT CO LTD

Jun 30, 26

-1.14K

Sound Income Strategies, LLC

Jun 30, 26

-2.99K

Global Wealth Management Investment Advisory, Inc.

Jun 30, 26

-112.37K

Magnetar Financial LLC

Jun 30, 26

-112.56K

TCFG WEALTH MANAGEMENT, LLC

42.35K

Mar 31, 26

+693

0.05%

Anfield Capital Management, LLC

15.50K

Mar 31, 26

+1.43K

0.02%

First Affirmative Financial Network

11.81K

Mar 31, 26

+11.81K

0.01%

Parkside Financial Bank & Trust

7.96K

Mar 31, 26

+214

0.01%

CWM, LLC

1.30K

Mar 31, 26

+109

0.00%

Anchor Investment Management, LLC

1.15K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

750

Mar 31, 26

0.00%

COMERICA BANK

86.14K

Dec 31, 25

-239

0.10%

TWO SIGMA ADVISERS, LP

24.25K

Dec 31, 25

-32.37K

0.03%

REDMONT WEALTH ADVISORS LLC

5.57K

Dec 31, 25

-7.48K

0.01%

CIBC Private Wealth Group, LLC

3.67K

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

1.11K

Dec 31, 25

+35

0.00%

Promus Capital, LLC

5.30K

Sep 30, 25

0.01%

Graypoint LLC

186.80K

Jun 30, 25

+5.54K

0.23%

Congress Wealth Management LLC / DE /

76.28K

Jun 30, 25

+46.74K

0.09%

Lindbrook Capital, LLC

Mar 31, 25

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

67.99K

Sep 30, 24

+25.76K

0.08%

Raymond James Financial Services Advisors, Inc.

16.80K

Sep 30, 24

+16.80K

0.02%

FinTrust Capital Advisors, LLC

2.49K

Sep 30, 24

+2.49K

0.00%

BlackRock Inc.

310.51K

Jun 30, 24

+6.65K

0.38%

MCKINLEY CAPITAL MANAGEMENT LLC

102.74K

Jun 30, 24

+655

0.12%

Relative Value Partners Group, LLC

Jun 30, 24

-56.17K

Cubic Asset Management, LLC

51.69K

Mar 31, 24

0.06%

Cetera Advisors LLC

10.70K

Mar 31, 24

+10.70K

0.01%

Highlander Capital Management, LLC

966

Mar 31, 24

0.00%

PUTNAM INVESTMENTS LLC

165.62K

Dec 31, 23

+18.30K

0.20%

Baystate Wealth Management LLC

342

Dec 31, 23

+342

0.00%

Claybrook Capital, LLC

44.14K

Sep 30, 23

0.05%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

44.05K

Sep 30, 23

+340

0.05%

Kistler-Tiffany Companies, LLC

840

Jun 30, 23

0.00%

Jenkins Wealth

14.72K

Dec 31, 22

+14.72K

0.02%

American Portfolios Advisors

2.61K

Sep 30, 22

+27

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

828

Sep 30, 22

+828

0.00%

Strategic Asset Management, LLC

333

Sep 30, 22

0.00%