BlackRock MuniHoldings Fund, Inc.(MHD)

$11.33▲0.07 (62.17%)

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BlackRock MuniHoldings Fund, Inc.(MHD)

NYSE

$11.33▲0.07 (62.17%)

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MHD(MHD)

MHD

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 238 Institutional Holders

Holder	Shares	Date	Change	% Held
Karpus Management, Inc.	20.03M	Mar 31, 26	+11.54M	38.42%
RIVERNORTH CAPITAL MANAGEMENT, LLC	12.51M	Mar 31, 26	+8.33M	23.98%
MORGAN STANLEY	5.29M	Mar 31, 26	+4.36M	10.15%
Pathstone Holdings, LLC	3.91M	Mar 31, 26	+2.88M	7.50%
Hennion & Walsh Asset Management, Inc.	2.69M	Mar 31, 26	+1.74M	5.16%
ROBINSON CAPITAL MANAGEMENT, LLC	2.07M	Mar 31, 26	+1.79M	3.96%
MACKAY SHIELDS LLC	1.98M	Mar 31, 26	-183.91K	3.80%
GUGGENHEIM CAPITAL LLC	1.87M	Mar 31, 26	+701.85K	3.58%
BANK OF AMERICA CORP /DE/	1.81M	Mar 31, 26	+1.10M	3.47%
TORONTO DOMINION BANK	1.43M	Mar 31, 26	+1.43M	2.74%
VAN ECK ASSOCIATES CORP	1.30M	Mar 31, 26	+864.57K	2.49%
Advisors Asset Management, Inc.	1.24M	Mar 31, 26	+591.96K	2.37%
Allspring Global Investments Holdings, LLC	1.10M	Mar 31, 26	+593.74K	2.12%
SIT INVESTMENT ASSOCIATES INC	1.07M	Mar 31, 26	+733.07K	2.04%
WELLS FARGO & COMPANY/MN	1.02M	Mar 31, 26	+824.67K	1.96%
LPL Financial LLC	981.43K	Mar 31, 26	+687.58K	1.88%
Rareview Capital LLC	606.32K	Mar 31, 26	+207.69K	1.16%
RAYMOND JAMES FINANCIAL INC	572.54K	Mar 31, 26	+486.86K	1.10%
Dakota Wealth Management	520.27K	Mar 31, 26	+356.37K	1.00%
STIFEL FINANCIAL CORP	476.80K	Mar 31, 26	+441.20K	0.91%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	453.03K	Mar 31, 26	+81.79K	0.87%
ROYAL BANK OF CANADA	396.33K	Mar 31, 26	+319.68K	0.76%
UBS Group AG	382.90K	Mar 31, 26	+345.46K	0.73%
MELFA WEALTH MANAGEMENT, LLC	382.55K	Mar 31, 26	+204.41K	0.73%
Invesco Ltd.	381.24K	Mar 31, 26	+163.58K	0.73%
Atala Financial Inc	358.83K	Mar 31, 26	+298.73K	0.69%
Westchester Capital Management, LLC	326.16K	Mar 31, 26	+282.17K	0.63%
Wakefield Asset Management LLLP	323.58K	Mar 31, 26	+323.58K	0.62%
Fiera Capital Corp	322.99K	Mar 31, 26	-82.76K	0.62%
PNC FINANCIAL SERVICES GROUP, INC.	307.67K	Mar 31, 26	+106.11K	0.59%
AMERIPRISE FINANCIAL INC	259.52K	Mar 31, 26	+212.96K	0.50%
Bank of New York Mellon Corp	251.99K	Mar 31, 26	+134.04K	0.48%
Leo Wealth, LLC	251.33K	Mar 31, 26	+251.33K	0.48%
ENVESTNET ASSET MANAGEMENT INC	244.01K	Mar 31, 26	+119.73K	0.47%
COHEN & STEERS, INC.	243.01K	Mar 31, 26	+92.56K	0.47%
Cetera Investment Advisers	238.93K	Mar 31, 26	+220.31K	0.46%
Callahan Advisors, LLC	236.64K	Mar 31, 26	+236.64K	0.45%
Compass Financial Group, INC/SD	225.02K	Mar 31, 26	+31.36K	0.43%
CARY STREET PARTNERS FINANCIAL LLC	202.22K	Mar 31, 26	+202.22K	0.39%
Summit Trail Advisors, LLC	191.65K	Mar 31, 26	+191.65K	0.37%
1607 Capital Partners, LLC	179.33K	Mar 31, 26	+179.33K	0.34%
Allegheny Financial Group LTD	155.48K	Mar 31, 26	+155.48K	0.30%
PARK AVENUE SECURITIES LLC	146.11K	Mar 31, 26	+43.75K	0.28%
Capital Investment Advisors, LLC	143.07K	Mar 31, 26	+86.64K	0.27%
OPPENHEIMER & CO INC	140.49K	Mar 31, 26	+76.71K	0.27%
GOLDMAN SACHS GROUP INC	140.10K	Mar 31, 26	+107.56K	0.27%
Cambridge Investment Research Advisors, Inc.	127.59K	Mar 31, 26	+83.53K	0.24%
Melone Private Wealth, LLC	117.68K	Mar 31, 26	+117.68K	0.23%
RIVERBRIDGE PARTNERS LLC	115.87K	Mar 31, 26	+58.00K	0.22%
ADVISOR GROUP HOLDINGS, INC.	110.83K	Mar 31, 26	+96.89K	0.21%
HighTower Advisors, LLC	107.45K	Mar 31, 26	+52.60K	0.21%
Fortitude Advisory Group L.L.C.	105.02K	Mar 31, 26	+81.90K	0.20%
Mathes Company, Inc.	101.30K	Mar 31, 26	+101.30K	0.19%
Wellspring Financial Advisors, LLC	100.06K	Mar 31, 26	+46.07K	0.19%
Allworth Financial LP	94.01K	Mar 31, 26	+92.71K	0.18%
Mutual Advisors, LLC	82.17K	Mar 31, 26	+82.17K	0.16%
Logan Stone Capital, LLC	79.09K	Mar 31, 26	+31.74K	0.15%
Palogic Value Management, L.P.	75.50K	Mar 31, 26	+37.89K	0.14%
HORIZON KINETICS ASSET MANAGEMENT LLC	74.53K	Mar 31, 26	+57.73K	0.14%
Verdence Capital Advisors LLC	74.26K	Mar 31, 26	+28.62K	0.14%
Scarborough Advisors, LLC	73.78K	Mar 31, 26	+34.98K	0.14%
Ackerman Capital Advisors, LLC	73.11K	Mar 31, 26	+12.30K	0.14%
Noble Wealth Management PBC	69.32K	Mar 31, 26	+50.19K	0.13%
Indiana Trust & Investment Management CO	68.00K	Mar 31, 26	+68.00K	0.13%
FIFTH THIRD BANCORP	66.39K	Mar 31, 26	+66.39K	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	64.98K	Mar 31, 26	+64.98K	0.12%
Pettinga Financial Advisors, LLC	60.91K	Mar 31, 26	+43.74K	0.12%
TRUIST FINANCIAL CORP	60.58K	Mar 31, 26	+48.77K	0.12%
RMB Capital Management, LLC	60.20K	Mar 31, 26	+60.20K	0.12%
Independent Advisor Alliance	58.42K	Mar 31, 26	+58.42K	0.11%
Baird Financial Group, Inc.	57.42K	Mar 31, 26	+7.67K	0.11%
Uniting Wealth Partners, LLC	56.47K	Mar 31, 26	+56.47K	0.11%
Nuveen, LLC	54.95K	Mar 31, 26	+28.09K	0.11%
JANE STREET GROUP, LLC	54.15K	Mar 31, 26	+31.28K	0.10%
BTG Pactual Asset Management US LLC	51.55K	Mar 31, 26	+51.55K	0.10%
WESBANCO BANK INC	51.54K	Mar 31, 26	+25.04K	0.10%
Kestra Advisory Services, LLC	51.09K	Mar 31, 26	+45.75K	0.10%
River Street Advisors LLC	50.62K	Mar 31, 26	+36.70K	0.10%
Tyche Wealth Partners LLC	49.62K	Mar 31, 26	+49.62K	0.10%
FLAGSHIP HARBOR ADVISORS, LLC	49.47K	Mar 31, 26	-2.68K	0.09%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	48.08K	Mar 31, 26	+48.08K	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	47.71K	Mar 31, 26	+36.40K	0.09%
CHOREO, LLC	42.85K	Mar 31, 26	+27.42K	0.08%
PETRA FINANCIAL ADVISORS INC	42.25K	Mar 31, 26	+42.25K	0.08%
Clare Market Investments LLC	42.10K	Mar 31, 26	+42.10K	0.08%
Canvas Wealth Advisors, LLC	40.20K	Mar 31, 26	+40.20K	0.08%
WHITEBOX ADVISORS LLC	39.68K	Mar 31, 26	+39.68K	0.08%
VisionPoint Advisory Group, LLC	38.81K	Mar 31, 26	+38.81K	0.07%
Equitable Holdings, Inc.	38.12K	Mar 31, 26	+38.12K	0.07%
Steward Partners Investment Advisory, LLC	37.94K	Mar 31, 26	+22.84K	0.07%
Mariner, LLC	36.99K	Mar 31, 26	+20.10K	0.07%
Great Lakes Retirement, Inc.	36.79K	Mar 31, 26	+36.79K	0.07%
Sowell Financial Services LLC	35.15K	Mar 31, 26	+35.15K	0.07%
Merit Financial Group, LLC	35.09K	Mar 31, 26	+35.09K	0.07%
Garden State Investment Advisory Services LLC	34.12K	Mar 31, 26	--	0.07%
ALLIANCEBERNSTEIN L.P.	32.52K	Mar 31, 26	+7.61K	0.06%
Private Advisor Group, LLC	30.56K	Mar 31, 26	+18.01K	0.06%
ProVise Management Group, LLC	30.33K	Mar 31, 26	+5.95K	0.06%
INTEGRATED CAPITAL MANAGEMENT, INC.	27.26K	Mar 31, 26	+3.67K	0.05%
Concurrent Investment Advisors, LLC	26.86K	Mar 31, 26	+26.86K	0.05%
FIRST TRUST ADVISORS LP	26.70K	Mar 31, 26	+26.70K	0.05%
Integrated Wealth Concepts LLC	25.17K	Mar 31, 26	+25.17K	0.05%
Creative Planning	24.91K	Mar 31, 26	+24.91K	0.05%
SFMG, LLC	24.31K	Mar 31, 26	+12.22K	0.05%
ROTHSCHILD INVESTMENT LLC	24.03K	Mar 31, 26	+24.03K	0.05%
Ranch Capital Advisors Inc.	23.81K	Mar 31, 26	+23.81K	0.05%
Everstar Asset Management, LLC	23.40K	Mar 31, 26	--	0.04%
Modern Wealth Management, LLC	23.21K	Mar 31, 26	+23.21K	0.04%
XTX Topco Ltd	23.19K	Mar 31, 26	+23.19K	0.04%
CENTAURUS FINANCIAL, INC.	23.02K	Mar 31, 26	+23.02K	0.04%
KIM, LLC	22.80K	Mar 31, 26	--	0.04%
Cito Capital Group, LLC	22.39K	Mar 31, 26	+22.39K	0.04%
DUNCKER STREETT & CO INC	22.34K	Mar 31, 26	+22.34K	0.04%
Savvy Advisors, Inc.	22.20K	Mar 31, 26	+22.20K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22.02K	Mar 31, 26	+22.02K	0.04%
NORTHERN TRUST CORP	21.73K	Mar 31, 26	+21.73K	0.04%
Genesee Capital Advisors, LLC	21.19K	Mar 31, 26	+21.19K	0.04%
TOTAL INVESTMENT MANAGEMENT INC	20.62K	Mar 31, 26	+115	0.04%
BERKSHIRE ASSET MANAGEMENT LLC/PA	20.61K	Mar 31, 26	+20.61K	0.04%
Murphy, Middleton, Hinkle & Parker, Inc.	20.22K	Mar 31, 26	+20.22K	0.04%
Aviance Capital Partners, LLC	20.02K	Mar 31, 26	-7.48K	0.04%
ENCOMPASS WEALTH ADVISORS, LLC	19.90K	Mar 31, 26	--	0.04%
Advisory Services Network, LLC	18.17K	Mar 31, 26	+18.17K	0.03%
WEDBUSH SECURITIES INC	17.65K	Mar 31, 26	+17.65K	0.03%
Sanctuary Advisors, LLC	17.60K	Mar 31, 26	+17.60K	0.03%
RICHARDS, MERRILL & PETERSON, INC.	17.46K	Mar 31, 26	+17.46K	0.03%
M&T BANK CORP	17.10K	Mar 31, 26	-3.17K	0.03%
Colony Group, LLC	16.67K	Mar 31, 26	--	0.03%
Spire Wealth Management	16.47K	Mar 31, 26	+12.47K	0.03%
MILLENNIUM MANAGEMENT LLC	16.17K	Mar 31, 26	-4.10K	0.03%
Virtu Financial LLC	15.54K	Mar 31, 26	+15.54K	0.03%
Empirical Asset Management, LLC	14.86K	Mar 31, 26	--	0.03%
PFG Investments, LLC	13.92K	Mar 31, 26	+13.92K	0.03%
MML INVESTORS SERVICES, LLC	13.66K	Mar 31, 26	+13.66K	0.03%
Rockefeller Capital Management L.P.	13.63K	Mar 31, 26	+9.63K	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	13.44K	Mar 31, 26	+13.44K	0.03%
OneAscent Financial Services LLC	13.24K	Mar 31, 26	+13.24K	0.03%
US BANCORP \DE\	12.71K	Mar 31, 26	+4.98K	0.02%
Procyon Advisors, LLC	12.67K	Mar 31, 26	+12.67K	0.02%
INSIGNEO ADVISORY SERVICES, LLC	11.83K	Mar 31, 26	+1.83K	0.02%
Element Wealth, LLC	11.69K	Mar 31, 26	+11.69K	0.02%
D.A. DAVIDSON & CO.	11.53K	Mar 31, 26	+11.53K	0.02%
Pensionmark Financial Group, LLC	11.50K	Mar 31, 26	+1.25K	0.02%
Essex Financial Services, Inc.	11.50K	Mar 31, 26	--	0.02%
Coastal Investment Advisors, Inc.	11.49K	Mar 31, 26	+11.49K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	11.43K	Mar 31, 26	+11.43K	0.02%
PFG Advisors	11.20K	Mar 31, 26	+11.20K	0.02%
StoneX Group Inc.	10.66K	Mar 31, 26	+10.66K	0.02%
DUMONT & BLAKE INVESTMENT ADVISORS LLC	10.64K	Mar 31, 26	+10.64K	0.02%
MKT Advisors LLC	10.64K	Mar 31, 26	+10.64K	0.02%
Occidental Asset Management, LLC	10.61K	Mar 31, 26	+10.61K	0.02%
Catalina Capital Group, LLC	10.59K	Mar 31, 26	+10.59K	0.02%
ACCREDITED INVESTOR SERVICES, LLC	10.12K	Mar 31, 26	+10.12K	0.02%
Plancorp, LLC	10.00K	Mar 31, 26	--	0.02%
Pinnacle Wealth Planning Services, Inc.	7.35K	Mar 31, 26	+5.25K	0.01%
Hilltop National Bank	6.87K	Mar 31, 26	+2.89K	0.01%
BOKF, NA	6.47K	Mar 31, 26	+6.47K	0.01%
MAI Capital Management	5.52K	Mar 31, 26	+5.52K	0.01%
WOLVERINE ASSET MANAGEMENT LLC	4.10K	Mar 31, 26	+4.10K	0.01%
Pinnacle Bancorp, Inc.	3.38K	Mar 31, 26	+3.38K	0.01%
Financial Gravity Asset Management, Inc.	3.11K	Mar 31, 26	+3.11K	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2.90K	Mar 31, 26	+2.60K	0.01%
LRI Investments, LLC	2.47K	Mar 31, 26	+2.47K	0.00%
CWM, LLC	2.37K	Mar 31, 26	+2.37K	0.00%
HOLLENCREST CAPITAL MANAGEMENT	2.27K	Mar 31, 26	+2.27K	0.00%
PRIVATE TRUST CO NA	2.00K	Mar 31, 26	--	0.00%
BlackRock, Inc.	1.85K	Mar 31, 26	+1.85K	0.00%
Atlantic Union Bankshares Corp	1.85K	Mar 31, 26	+1.02K	0.00%
WPG Advisers, LLC	1.68K	Mar 31, 26	+1.10K	0.00%
Tradewinds Capital Management, LLC	1.66K	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	1.49K	Mar 31, 26	+1.49K	0.00%
Mascoma Wealth Management LLC	1.12K	Mar 31, 26	+1.12K	0.00%
Tower Research Capital LLC (TRC)	985	Mar 31, 26	+985	0.00%
Penserra Capital Management LLC	916	Mar 31, 26	+916	0.00%
Activest Wealth Management	802	Mar 31, 26	+802	0.00%
Community Financial Services Group, LLC	759	Mar 31, 26	+759	0.00%
Anchor Investment Management, LLC	740	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	654	Mar 31, 26	+654	0.00%
Capital Analysts, LLC	607	Mar 31, 26	+607	0.00%
Destiny Wealth Partners, LLC	446	Mar 31, 26	+446	0.00%
HM PAYSON & CO	386	Mar 31, 26	+386	0.00%
Larson Financial Group LLC	339	Mar 31, 26	+339	0.00%
HIGHLINE WEALTH PARTNERS LLC	310	Mar 31, 26	+310	0.00%
Farther Finance Advisors, LLC	220	Mar 31, 26	+3	0.00%
HARBOUR INVESTMENTS, INC.	196	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	124	Mar 31, 26	+124	0.00%
TD Waterhouse Canada Inc.	124	Mar 31, 26	+124	0.00%
Smartleaf Asset Management LLC	122	Mar 31, 26	+122	0.00%
IFP Advisors, Inc	88	Mar 31, 26	+88	0.00%
Creative Capital Management Investments LLC	46	Mar 31, 26	+46	0.00%
Bernard Wealth Management Corp.	2	Mar 31, 26	+2	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-10.01K	--
Permanent Capital Management, LP	--	Mar 31, 26	-12.04K	--
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-21.04K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Mar 31, 26	-14.77K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-5.29K	--
Kilter Group LLC	--	Mar 31, 26	-1.09K	--
BROWN BROTHERS HARRIMAN & CO	--	Mar 31, 26	-437	--
Strategic Investment Solutions, Inc. /IL	--	Mar 31, 26	-750	--
BESSEMER GROUP INC	--	Mar 31, 26	-1.18K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-5.92K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-68.98K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-16.87K	--
Global Retirement Partners, LLC	4.82K	Dec 31, 25	+4.82K	0.01%
CIBC Private Wealth Group, LLC	700	Dec 31, 25	--	0.00%
COMERICA BANK	85	Dec 31, 25	+28	0.00%
Moloney Securities Asset Management, LLC	53.40K	Sep 30, 25	+268	0.10%
Sandy Spring Bank	833	Mar 31, 25	+10	0.00%
Nuveen Asset Management, LLC	37.84K	Dec 31, 24	+5.58K	0.07%
RAYMOND JAMES & ASSOCIATES	60.99K	Sep 30, 24	-2.79K	0.12%
Raymond James Financial Services Advisors, Inc.	49.51K	Sep 30, 24	+2.25K	0.09%
Cetera Advisors LLC	16.06K	Mar 31, 24	+16.06K	0.03%
Cetera Advisor Networks LLC	10.95K	Mar 31, 24	+10	0.02%
Highlander Capital Management, LLC	2.00K	Mar 31, 24	--	0.00%
Alterity Financial Group, LLC	13.04K	Dec 31, 23	+1	0.03%
Baystate Wealth Management LLC	1.51K	Dec 31, 23	+1.51K	0.00%
ADVISOR PARTNERS II, LLC	219.73K	Sep 30, 23	+219.73K	0.42%
GOODWIN DANIEL L	99.06K	Sep 30, 23	--	0.19%
BDO Wealth Advisors, LLC	8.17K	Jun 30, 23	-1.65K	0.02%
TRUSTCORE FINANCIAL SERVICES, LLC	2.63K	Dec 31, 22	--	0.01%
American Portfolios Advisors	--	Sep 30, 22	-3.04K	--
Hightower 6M Holding, LLC	--	Sep 30, 22	-20.22K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	126.73K	Mar 31, 22	+93.98K	0.24%
NEXT Financial Group, Inc	55	Dec 31, 21	--	0.00%
6 Meridian	--	Dec 31, 21	-47.60K	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	21.28K	Sep 30, 21	+6.12K	0.04%
USCA RIA LLC	19.36K	Jun 30, 21	--	0.04%
Pinnacle Wealth Advisors	3.59K	Jun 30, 21	+3.59K	0.01%
Advisor Group, Inc.	12.62K	Dec 31, 19	+2.69K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.23K	Dec 31, 19	+25	0.01%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	13.00K	Dec 31, 18	--	0.02%
Yellowstone Partners, LLC	10.76K	Dec 31, 17	-1.20K	0.02%
NATIONAL PLANNING CORP	--	Dec 31, 17	-20.96K	--
MSI Financial Services Inc	1.61K	Dec 31, 16	-221	0.00%
NEW ENGLAND SECURITIES CORP /MA/	200	Dec 31, 14	--	0.00%
UBS AG	45.11K	Sep 30, 14	+14.47K	0.09%
First Allied Securities, Inc.	10.83K	Jun 30, 12	-1.90K	0.02%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	237.55K	Jun 30, 10	+63.06K	0.46%

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Holder

Date

Change

% Held

Karpus Management, Inc.

20.03M

Mar 31, 26

+11.54M

38.42%

RIVERNORTH CAPITAL MANAGEMENT, LLC

12.51M

Mar 31, 26

+8.33M

23.98%

MORGAN STANLEY

5.29M

Mar 31, 26

+4.36M

10.15%

Pathstone Holdings, LLC

3.91M

Mar 31, 26

+2.88M

7.50%

Hennion & Walsh Asset Management, Inc.

2.69M

Mar 31, 26

+1.74M

5.16%

ROBINSON CAPITAL MANAGEMENT, LLC

2.07M

Mar 31, 26

+1.79M

3.96%

MACKAY SHIELDS LLC

1.98M

Mar 31, 26

-183.91K

3.80%

GUGGENHEIM CAPITAL LLC

1.87M

Mar 31, 26

+701.85K

3.58%

BANK OF AMERICA CORP /DE/

1.81M

Mar 31, 26

+1.10M

3.47%

TORONTO DOMINION BANK

1.43M

Mar 31, 26

+1.43M

2.74%

VAN ECK ASSOCIATES CORP

1.30M

Mar 31, 26

+864.57K

2.49%

Advisors Asset Management, Inc.

1.24M

Mar 31, 26

+591.96K

2.37%

Allspring Global Investments Holdings, LLC

1.10M

Mar 31, 26

+593.74K

2.12%

SIT INVESTMENT ASSOCIATES INC

1.07M

Mar 31, 26

+733.07K

2.04%

WELLS FARGO & COMPANY/MN

1.02M

Mar 31, 26

+824.67K

1.96%

LPL Financial LLC

981.43K

Mar 31, 26

+687.58K

1.88%

Rareview Capital LLC

606.32K

Mar 31, 26

+207.69K

1.16%

RAYMOND JAMES FINANCIAL INC

572.54K

Mar 31, 26

+486.86K

1.10%

Dakota Wealth Management

520.27K

Mar 31, 26

+356.37K

1.00%

STIFEL FINANCIAL CORP

476.80K

Mar 31, 26

+441.20K

0.91%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

453.03K

Mar 31, 26

+81.79K

0.87%

ROYAL BANK OF CANADA

396.33K

Mar 31, 26

+319.68K

0.76%

UBS Group AG

382.90K

Mar 31, 26

+345.46K

0.73%

MELFA WEALTH MANAGEMENT, LLC

382.55K

Mar 31, 26

+204.41K

0.73%

Invesco Ltd.

381.24K

Mar 31, 26

+163.58K

0.73%

Atala Financial Inc

358.83K

Mar 31, 26

+298.73K

0.69%

Westchester Capital Management, LLC

326.16K

Mar 31, 26

+282.17K

0.63%

Wakefield Asset Management LLLP

323.58K

Mar 31, 26

+323.58K

0.62%

Fiera Capital Corp

322.99K

Mar 31, 26

-82.76K

0.62%

PNC FINANCIAL SERVICES GROUP, INC.

307.67K

Mar 31, 26

+106.11K

0.59%

AMERIPRISE FINANCIAL INC

259.52K

Mar 31, 26

+212.96K

0.50%

Bank of New York Mellon Corp

251.99K

Mar 31, 26

+134.04K

0.48%

Leo Wealth, LLC

251.33K

Mar 31, 26

+251.33K

0.48%

ENVESTNET ASSET MANAGEMENT INC

244.01K

Mar 31, 26

+119.73K

0.47%

COHEN & STEERS, INC.

243.01K

Mar 31, 26

+92.56K

0.47%

Cetera Investment Advisers

238.93K

Mar 31, 26

+220.31K

0.46%

Callahan Advisors, LLC

236.64K

Mar 31, 26

+236.64K

0.45%

Compass Financial Group, INC/SD

225.02K

Mar 31, 26

+31.36K

0.43%

CARY STREET PARTNERS FINANCIAL LLC

202.22K

Mar 31, 26

+202.22K

0.39%

Summit Trail Advisors, LLC

191.65K

Mar 31, 26

+191.65K

0.37%

1607 Capital Partners, LLC

179.33K

Mar 31, 26

+179.33K

0.34%

Allegheny Financial Group LTD

155.48K

Mar 31, 26

+155.48K

0.30%

PARK AVENUE SECURITIES LLC

146.11K

Mar 31, 26

+43.75K

0.28%

Capital Investment Advisors, LLC

143.07K

Mar 31, 26

+86.64K

0.27%

OPPENHEIMER & CO INC

140.49K

Mar 31, 26

+76.71K

0.27%

GOLDMAN SACHS GROUP INC

140.10K

Mar 31, 26

+107.56K

0.27%

Cambridge Investment Research Advisors, Inc.

127.59K

Mar 31, 26

+83.53K

0.24%

Melone Private Wealth, LLC

117.68K

Mar 31, 26

+117.68K

0.23%

RIVERBRIDGE PARTNERS LLC

115.87K

Mar 31, 26

+58.00K

0.22%

ADVISOR GROUP HOLDINGS, INC.

110.83K

Mar 31, 26

+96.89K

0.21%

HighTower Advisors, LLC

107.45K

Mar 31, 26

+52.60K

0.21%

Fortitude Advisory Group L.L.C.

105.02K

Mar 31, 26

+81.90K

0.20%

Mathes Company, Inc.

101.30K

Mar 31, 26

+101.30K

0.19%

Wellspring Financial Advisors, LLC

100.06K

Mar 31, 26

+46.07K

0.19%

Allworth Financial LP

94.01K

Mar 31, 26

+92.71K

0.18%

Mutual Advisors, LLC

82.17K

Mar 31, 26

+82.17K

0.16%

Logan Stone Capital, LLC

79.09K

Mar 31, 26

+31.74K

0.15%

Palogic Value Management, L.P.

75.50K

Mar 31, 26

+37.89K

0.14%

HORIZON KINETICS ASSET MANAGEMENT LLC

74.53K

Mar 31, 26

+57.73K

0.14%

Verdence Capital Advisors LLC

74.26K

Mar 31, 26

+28.62K

0.14%

Scarborough Advisors, LLC

73.78K

Mar 31, 26

+34.98K

0.14%

Ackerman Capital Advisors, LLC

73.11K

Mar 31, 26

+12.30K

0.14%

Noble Wealth Management PBC

69.32K

Mar 31, 26

+50.19K

0.13%

Indiana Trust & Investment Management CO

68.00K

Mar 31, 26

+68.00K

0.13%

FIFTH THIRD BANCORP

66.39K

Mar 31, 26

+66.39K

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

64.98K

Mar 31, 26

+64.98K

0.12%

Pettinga Financial Advisors, LLC

60.91K

Mar 31, 26

+43.74K

0.12%

TRUIST FINANCIAL CORP

60.58K

Mar 31, 26

+48.77K

0.12%

RMB Capital Management, LLC

60.20K

Mar 31, 26

+60.20K

0.12%

Independent Advisor Alliance

58.42K

Mar 31, 26

+58.42K

0.11%

Baird Financial Group, Inc.

57.42K

Mar 31, 26

+7.67K

0.11%

Uniting Wealth Partners, LLC

56.47K

Mar 31, 26

+56.47K

0.11%

Nuveen, LLC

54.95K

Mar 31, 26

+28.09K

0.11%

JANE STREET GROUP, LLC

54.15K

Mar 31, 26

+31.28K

0.10%

BTG Pactual Asset Management US LLC

51.55K

Mar 31, 26

+51.55K

0.10%

WESBANCO BANK INC

51.54K

Mar 31, 26

+25.04K

0.10%

Kestra Advisory Services, LLC

51.09K

Mar 31, 26

+45.75K

0.10%

River Street Advisors LLC

50.62K

Mar 31, 26

+36.70K

0.10%

Tyche Wealth Partners LLC

49.62K

Mar 31, 26

+49.62K

0.10%

FLAGSHIP HARBOR ADVISORS, LLC

49.47K

Mar 31, 26

-2.68K

0.09%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

48.08K

Mar 31, 26

+48.08K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

47.71K

Mar 31, 26

+36.40K

0.09%

CHOREO, LLC

42.85K

Mar 31, 26

+27.42K

0.08%

PETRA FINANCIAL ADVISORS INC

42.25K

Mar 31, 26

+42.25K

0.08%

Clare Market Investments LLC

42.10K

Mar 31, 26

+42.10K

0.08%

Canvas Wealth Advisors, LLC

40.20K

Mar 31, 26

+40.20K

0.08%

WHITEBOX ADVISORS LLC

39.68K

Mar 31, 26

+39.68K

0.08%

VisionPoint Advisory Group, LLC

38.81K

Mar 31, 26

+38.81K

0.07%

Equitable Holdings, Inc.

38.12K

Mar 31, 26

+38.12K

0.07%

Steward Partners Investment Advisory, LLC

37.94K

Mar 31, 26

+22.84K

0.07%

Mariner, LLC

36.99K

Mar 31, 26

+20.10K

0.07%

Great Lakes Retirement, Inc.

36.79K

Mar 31, 26

+36.79K

0.07%

Sowell Financial Services LLC

35.15K

Mar 31, 26

+35.15K

0.07%

Merit Financial Group, LLC

35.09K

Mar 31, 26

+35.09K

0.07%

Garden State Investment Advisory Services LLC

34.12K

Mar 31, 26

0.07%

ALLIANCEBERNSTEIN L.P.

32.52K

Mar 31, 26

+7.61K

0.06%

Private Advisor Group, LLC

30.56K

Mar 31, 26

+18.01K

0.06%

ProVise Management Group, LLC

30.33K

Mar 31, 26

+5.95K

0.06%

INTEGRATED CAPITAL MANAGEMENT, INC.

27.26K

Mar 31, 26

+3.67K

0.05%

Concurrent Investment Advisors, LLC

26.86K

Mar 31, 26

+26.86K

0.05%

FIRST TRUST ADVISORS LP

26.70K

Mar 31, 26

+26.70K

0.05%

Integrated Wealth Concepts LLC

25.17K

Mar 31, 26

+25.17K

0.05%

Creative Planning

24.91K

Mar 31, 26

+24.91K

0.05%

SFMG, LLC

24.31K

Mar 31, 26

+12.22K

0.05%

ROTHSCHILD INVESTMENT LLC

24.03K

Mar 31, 26

+24.03K

0.05%

Ranch Capital Advisors Inc.

23.81K

Mar 31, 26

+23.81K

0.05%

Everstar Asset Management, LLC

23.40K

Mar 31, 26

0.04%

Modern Wealth Management, LLC

23.21K

Mar 31, 26

+23.21K

0.04%

XTX Topco Ltd

23.19K

Mar 31, 26

+23.19K

0.04%

CENTAURUS FINANCIAL, INC.

23.02K

Mar 31, 26

+23.02K

0.04%

KIM, LLC

22.80K

Mar 31, 26

0.04%

Cito Capital Group, LLC

22.39K

Mar 31, 26

+22.39K

0.04%

DUNCKER STREETT & CO INC

22.34K

Mar 31, 26

+22.34K

0.04%

Savvy Advisors, Inc.

22.20K

Mar 31, 26

+22.20K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

22.02K

Mar 31, 26

+22.02K

0.04%

NORTHERN TRUST CORP

21.73K

Mar 31, 26

+21.73K

0.04%

Genesee Capital Advisors, LLC

21.19K

Mar 31, 26

+21.19K

0.04%

TOTAL INVESTMENT MANAGEMENT INC

20.62K

Mar 31, 26

+115

0.04%

BERKSHIRE ASSET MANAGEMENT LLC/PA

20.61K

Mar 31, 26

+20.61K

0.04%

Murphy, Middleton, Hinkle & Parker, Inc.

20.22K

Mar 31, 26

+20.22K

0.04%

Aviance Capital Partners, LLC

20.02K

Mar 31, 26

-7.48K

0.04%

ENCOMPASS WEALTH ADVISORS, LLC

19.90K

Mar 31, 26

0.04%

Advisory Services Network, LLC

18.17K

Mar 31, 26

+18.17K

0.03%

WEDBUSH SECURITIES INC

17.65K

Mar 31, 26

+17.65K

0.03%

Sanctuary Advisors, LLC

17.60K

Mar 31, 26

+17.60K

0.03%

RICHARDS, MERRILL & PETERSON, INC.

17.46K

Mar 31, 26

+17.46K

0.03%

M&T BANK CORP

17.10K

Mar 31, 26

-3.17K

0.03%

Colony Group, LLC

16.67K

Mar 31, 26

0.03%

Spire Wealth Management

16.47K

Mar 31, 26

+12.47K

0.03%

MILLENNIUM MANAGEMENT LLC

16.17K

Mar 31, 26

-4.10K

0.03%

Virtu Financial LLC

15.54K

Mar 31, 26

+15.54K

0.03%

Empirical Asset Management, LLC

14.86K

Mar 31, 26

0.03%

PFG Investments, LLC

13.92K

Mar 31, 26

+13.92K

0.03%

MML INVESTORS SERVICES, LLC

13.66K

Mar 31, 26

+13.66K

0.03%

Rockefeller Capital Management L.P.

13.63K

Mar 31, 26

+9.63K

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

13.44K

Mar 31, 26

+13.44K

0.03%

OneAscent Financial Services LLC

13.24K

Mar 31, 26

+13.24K

0.03%

US BANCORP \DE\

12.71K

Mar 31, 26

+4.98K

0.02%

Procyon Advisors, LLC

12.67K

Mar 31, 26

+12.67K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

11.83K

Mar 31, 26

+1.83K

0.02%

Element Wealth, LLC

11.69K

Mar 31, 26

+11.69K

0.02%

D.A. DAVIDSON & CO.

11.53K

Mar 31, 26

+11.53K

0.02%

Pensionmark Financial Group, LLC

11.50K

Mar 31, 26

+1.25K

0.02%

Essex Financial Services, Inc.

11.50K

Mar 31, 26

0.02%

Coastal Investment Advisors, Inc.

11.49K

Mar 31, 26

+11.49K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

11.43K

Mar 31, 26

+11.43K

0.02%

PFG Advisors

11.20K

Mar 31, 26

+11.20K

0.02%

StoneX Group Inc.

10.66K

Mar 31, 26

+10.66K

0.02%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

10.64K

Mar 31, 26

+10.64K

0.02%

MKT Advisors LLC

10.64K

Mar 31, 26

+10.64K

0.02%

Occidental Asset Management, LLC

10.61K

Mar 31, 26

+10.61K

0.02%

Catalina Capital Group, LLC

10.59K

Mar 31, 26

+10.59K

0.02%

ACCREDITED INVESTOR SERVICES, LLC

10.12K

Mar 31, 26

+10.12K

0.02%

Plancorp, LLC

10.00K

Mar 31, 26

0.02%

Pinnacle Wealth Planning Services, Inc.

7.35K

Mar 31, 26

+5.25K

0.01%

Hilltop National Bank

6.87K

Mar 31, 26

+2.89K

0.01%

BOKF, NA

6.47K

Mar 31, 26

+6.47K

0.01%

MAI Capital Management

5.52K

Mar 31, 26

+5.52K

0.01%

WOLVERINE ASSET MANAGEMENT LLC

4.10K

Mar 31, 26

+4.10K

0.01%

Pinnacle Bancorp, Inc.

3.38K

Mar 31, 26

+3.38K

0.01%

Financial Gravity Asset Management, Inc.

3.11K

Mar 31, 26

+3.11K

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

2.90K

Mar 31, 26

+2.60K

0.01%

LRI Investments, LLC

2.47K

Mar 31, 26

+2.47K

0.00%

CWM, LLC

2.37K

Mar 31, 26

+2.37K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

2.27K

Mar 31, 26

+2.27K

0.00%

PRIVATE TRUST CO NA

2.00K

Mar 31, 26

0.00%

BlackRock, Inc.

1.85K

Mar 31, 26

+1.85K

0.00%

Atlantic Union Bankshares Corp

1.85K

Mar 31, 26

+1.02K

0.00%

WPG Advisers, LLC

1.68K

Mar 31, 26

+1.10K

0.00%

Tradewinds Capital Management, LLC

1.66K

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

1.49K

Mar 31, 26

+1.49K

0.00%

Mascoma Wealth Management LLC

1.12K

Mar 31, 26

+1.12K

0.00%

Tower Research Capital LLC (TRC)

985

Mar 31, 26

+985

0.00%

Penserra Capital Management LLC

916

Mar 31, 26

+916

0.00%

Activest Wealth Management

802

Mar 31, 26

+802

0.00%

Community Financial Services Group, LLC

759

Mar 31, 26

+759

0.00%

Anchor Investment Management, LLC

740

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

654

Mar 31, 26

+654

0.00%

Capital Analysts, LLC

607

Mar 31, 26

+607

0.00%

Destiny Wealth Partners, LLC

446

Mar 31, 26

+446

0.00%

HM PAYSON & CO

386

Mar 31, 26

+386

0.00%

Larson Financial Group LLC

339

Mar 31, 26

+339

0.00%

HIGHLINE WEALTH PARTNERS LLC

310

Mar 31, 26

+310

0.00%

Farther Finance Advisors, LLC

220

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

196

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

124

Mar 31, 26

+124

0.00%

TD Waterhouse Canada Inc.

124

Mar 31, 26

+124

0.00%

Smartleaf Asset Management LLC

122

Mar 31, 26

+122

0.00%

IFP Advisors, Inc

Mar 31, 26

+88

0.00%

Creative Capital Management Investments LLC

Mar 31, 26

+46

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-10.01K

Permanent Capital Management, LP

Mar 31, 26

-12.04K

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-21.04K

BALYASNY ASSET MANAGEMENT L.P.

Mar 31, 26

-14.77K

Camelot Portfolios, LLC

Mar 31, 26

-5.29K

Kilter Group LLC

Mar 31, 26

-1.09K

BROWN BROTHERS HARRIMAN & CO

Mar 31, 26

-437

Strategic Investment Solutions, Inc. /IL

Mar 31, 26

-750

BESSEMER GROUP INC

Mar 31, 26

-1.18K

Elyxium Wealth, LLC

Mar 31, 26

-5.92K

NewEdge Advisors, LLC

Mar 31, 26

-68.98K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-16.87K

Global Retirement Partners, LLC

4.82K

Dec 31, 25

+4.82K

0.01%

CIBC Private Wealth Group, LLC

700

Dec 31, 25

0.00%

COMERICA BANK

Dec 31, 25

+28

0.00%

Moloney Securities Asset Management, LLC

53.40K

Sep 30, 25

+268

0.10%

Sandy Spring Bank

833

Mar 31, 25

+10

0.00%

Nuveen Asset Management, LLC

37.84K

Dec 31, 24

+5.58K

0.07%

RAYMOND JAMES & ASSOCIATES

60.99K

Sep 30, 24

-2.79K

0.12%

Raymond James Financial Services Advisors, Inc.

49.51K

Sep 30, 24

+2.25K

0.09%

Cetera Advisors LLC

16.06K

Mar 31, 24

+16.06K

0.03%

Cetera Advisor Networks LLC

10.95K

Mar 31, 24

+10

0.02%

Highlander Capital Management, LLC

2.00K

Mar 31, 24

0.00%

Alterity Financial Group, LLC

13.04K

Dec 31, 23

0.03%

Baystate Wealth Management LLC

1.51K

Dec 31, 23

+1.51K

0.00%

ADVISOR PARTNERS II, LLC

219.73K

Sep 30, 23

+219.73K

0.42%

GOODWIN DANIEL L

99.06K

Sep 30, 23

0.19%

BDO Wealth Advisors, LLC

8.17K

Jun 30, 23

-1.65K

0.02%

TRUSTCORE FINANCIAL SERVICES, LLC

2.63K

Dec 31, 22

0.01%

American Portfolios Advisors

Sep 30, 22

-3.04K

Hightower 6M Holding, LLC

Sep 30, 22

-20.22K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

126.73K

Mar 31, 22

+93.98K

0.24%

NEXT Financial Group, Inc

Dec 31, 21

0.00%

6 Meridian

Dec 31, 21

-47.60K

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

21.28K

Sep 30, 21

+6.12K

0.04%

USCA RIA LLC

19.36K

Jun 30, 21

0.04%

Pinnacle Wealth Advisors

3.59K

Jun 30, 21

+3.59K

0.01%

Advisor Group, Inc.

12.62K

Dec 31, 19

+2.69K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.23K

Dec 31, 19

+25

0.01%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

13.00K

Dec 31, 18

0.02%

Yellowstone Partners, LLC

10.76K

Dec 31, 17

-1.20K

0.02%

NATIONAL PLANNING CORP

Dec 31, 17

-20.96K

MSI Financial Services Inc

1.61K

Dec 31, 16

-221

0.00%

NEW ENGLAND SECURITIES CORP /MA/

200

Dec 31, 14

0.00%

UBS AG

45.11K

Sep 30, 14

+14.47K

0.09%

First Allied Securities, Inc.

10.83K

Jun 30, 12

-1.90K

0.02%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

237.55K

Jun 30, 10

+63.06K

0.46%