MFS Multimarket Income Trust(MMT)

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MFS Multimarket Income Trust(MMT)

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MMT(MMT)

MMT

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Institutional Ownership

Top 186 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	12.79M	Jun 30, 26	+10.20M	23.40%
SIT INVESTMENT ASSOCIATES INC	7.18M	Jun 30, 26	+6.36M	13.13%
Allspring Global Investments Holdings, LLC	5.73M	Jun 30, 26	+2.28M	10.47%
Advisors Asset Management, Inc.	1.31M	Jun 30, 26	+421.36K	2.39%
RAYMOND JAMES FINANCIAL INC	1.29M	Jun 30, 26	+163.39K	2.36%
Colony Group, LLC	904.78K	Jun 30, 26	+876.13K	1.65%
1607 Capital Partners, LLC	752.78K	Jun 30, 26	+22.50K	1.38%
Shaker Financial Services, LLC	746.73K	Jun 30, 26	+746.73K	1.37%
RIVERNORTH CAPITAL MANAGEMENT, LLC	718.96K	Jun 30, 26	+381.76K	1.32%
Invesco Ltd.	663.27K	Jun 30, 26	+15.56K	1.21%
LPL Financial LLC	610.94K	Jun 30, 26	+97.45K	1.12%
BANK OF AMERICA CORP /DE/	548.78K	Jun 30, 26	+533.82K	1.00%
Janney Montgomery Scott LLC	471.05K	Jun 30, 26	+471.05K	0.86%
COMMONWEALTH EQUITY SERVICES, LLC	369.12K	Jun 30, 26	+186.08K	0.68%
COHEN & STEERS, INC.	329.60K	Jun 30, 26	--	0.60%
WELLS FARGO & COMPANY/MN	286.81K	Jun 30, 26	+263.20K	0.52%
RIVERBRIDGE PARTNERS LLC	280.04K	Jun 30, 26	+280.04K	0.51%
STIFEL FINANCIAL CORP	277.33K	Jun 30, 26	+127.55K	0.51%
Pathstone Holdings, LLC	274.55K	Jun 30, 26	-163.03K	0.50%
UBS Group AG	254.37K	Jun 30, 26	+94.05K	0.47%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	235.83K	Jun 30, 26	--	0.43%
Cambridge Investment Research Advisors, Inc.	219.83K	Jun 30, 26	+186.49K	0.40%
Koshinski Asset Management, Inc.	202.18K	Jun 30, 26	+202.18K	0.37%
Logan Stone Capital, LLC	199.15K	Jun 30, 26	+199.15K	0.36%
MOSAIC FAMILY WEALTH PARTNERS, LLC	194.72K	Jun 30, 26	+35.78K	0.36%
ADVISOR GROUP HOLDINGS, INC.	189.49K	Jun 30, 26	+98.83K	0.35%
NewEdge Advisors, LLC	187.49K	Jun 30, 26	+135.49K	0.34%
EXCEL SECURITIES & ASSOCIATES, INC.	172.38K	Jun 30, 26	+121.88K	0.32%
Kestra Advisory Services, LLC	171.24K	Jun 30, 26	+171.24K	0.31%
Fortitude Advisory Group L.L.C.	163.48K	Jun 30, 26	+74.57K	0.30%
ROYAL BANK OF CANADA	161.61K	Jun 30, 26	+42.60K	0.30%
WOLVERINE ASSET MANAGEMENT LLC	110.63K	Jun 30, 26	+110.63K	0.20%
Cetera Investment Advisers	102.87K	Jun 30, 26	-75.24K	0.19%
HighTower Advisors, LLC	98.06K	Jun 30, 26	+98.06K	0.18%
Stonebridge Financial Planning Group, LLC	96.00K	Jun 30, 26	+96.00K	0.18%
JANE STREET GROUP, LLC	95.05K	Jun 30, 26	+76.93K	0.17%
Yakira Capital Management, Inc.	87.53K	Jun 30, 26	+33.78K	0.16%
Mariner, LLC	84.56K	Jun 30, 26	+70.46K	0.15%
Almitas Capital LLC	83.24K	Jun 30, 26	+83.24K	0.15%
READYSTATE ASSET MANAGEMENT LP	82.92K	Jun 30, 26	+82.92K	0.15%
Waverly Advisors, LLC	72.47K	Jun 30, 26	+57.83K	0.13%
Global Retirement Partners, LLC	67.10K	Jun 30, 26	+67.10K	0.12%
Regal Investment Advisors LLC	64.38K	Jun 30, 26	+5.50K	0.12%
PIN OAK INVESTMENT ADVISORS INC	61.89K	Jun 30, 26	+61.89K	0.11%
Atomi Financial Group, Inc.	60.17K	Jun 30, 26	-575	0.11%
MGO ONE SEVEN LLC	60.02K	Jun 30, 26	+15.62K	0.11%
Clear Street Group Inc.	56.01K	Jun 30, 26	+56.01K	0.10%
BENJAMIN EDWARDS INC	53.90K	Jun 30, 26	+53.90K	0.10%
Connecticut Wealth Management, LLC	53.88K	Jun 30, 26	--	0.10%
CoreCap Advisors, LLC	51.34K	Jun 30, 26	+49.78K	0.09%
Ethos Financial Group, LLC	50.77K	Jun 30, 26	+27.00K	0.09%
Northstar Financial Companies, Inc.	46.18K	Jun 30, 26	-6.47K	0.08%
Sowell Financial Services LLC	43.55K	Jun 30, 26	-2.91K	0.08%
Allworth Financial LP	40.60K	Jun 30, 26	+3.10K	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	34.46K	Jun 30, 26	-8.36K	0.06%
Founders Financial Alliance, LLC	32.46K	Jun 30, 26	+58	0.06%
LAZARD ASSET MANAGEMENT LLC	31.62K	Jun 30, 26	--	0.06%
Resurgent Financial Advisors LLC	30.70K	Jun 30, 26	+3.26K	0.06%
MELFA WEALTH MANAGEMENT, LLC	29.60K	Jun 30, 26	+14.10K	0.05%
OAK HARBOR WEALTH PARTNERS, LLC	29.06K	Jun 30, 26	--	0.05%
Concurrent Investment Advisors, LLC	28.39K	Jun 30, 26	+28.39K	0.05%
XTX Topco Ltd	27.16K	Jun 30, 26	+27.16K	0.05%
Valley Brook Capital Group, Inc.	26.20K	Jun 30, 26	+26.20K	0.05%
GOLDMAN SACHS GROUP INC	26.12K	Jun 30, 26	+26.12K	0.05%
Commonwealth Financial Services, LLC	26.10K	Jun 30, 26	--	0.05%
WEDBUSH SECURITIES INC	25.19K	Jun 30, 26	+13.62K	0.05%
Equitable Holdings, Inc.	24.55K	Jun 30, 26	--	0.04%
FRANKLIN RESOURCES INC	23.59K	Jun 30, 26	+2.98K	0.04%
Rockefeller Capital Management L.P.	22.49K	Jun 30, 26	+2.40K	0.04%
HOERTKORN RICHARD CHARLES	22.00K	Jun 30, 26	--	0.04%
Integrated Wealth Concepts LLC	21.50K	Jun 30, 26	+21.50K	0.04%
B. Riley Wealth Advisors, Inc.	21.40K	Jun 30, 26	+21.40K	0.04%
Steward Partners Investment Advisory, LLC	21.02K	Jun 30, 26	-1.08K	0.04%
AMERIPRISE FINANCIAL INC	20.95K	Jun 30, 26	-4.03K	0.04%
Merit Financial Group, LLC	20.31K	Jun 30, 26	+8.13K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	19.79K	Jun 30, 26	+1.40K	0.04%
CITADEL ADVISORS LLC	19.61K	Jun 30, 26	+4.32K	0.04%
PARK AVENUE SECURITIES LLC	18.62K	Jun 30, 26	+18.62K	0.03%
Private Advisor Group, LLC	17.94K	Jun 30, 26	+166	0.03%
HRT FINANCIAL LP	16.77K	Jun 30, 26	+16.77K	0.03%
Kovack Advisors, Inc.	16.36K	Jun 30, 26	+16.36K	0.03%
THRIVENT FINANCIAL FOR LUTHERANS	16.20K	Jun 30, 26	+16.20K	0.03%
PHILADELPHIA TRUST CO	16.00K	Jun 30, 26	+16.00K	0.03%
Broadway Wealth Solutions, Inc.	14.90K	Jun 30, 26	--	0.03%
First Heartland Consultants, Inc.	14.89K	Jun 30, 26	+14.89K	0.03%
Rock Point Advisors, LLC	14.87K	Jun 30, 26	+14.87K	0.03%
PEAPACK GLADSTONE FINANCIAL CORP	14.84K	Jun 30, 26	+14.84K	0.03%
ENVESTNET ASSET MANAGEMENT INC	14.70K	Jun 30, 26	-98.13K	0.03%
Parcion Private Wealth LLC	14.21K	Jun 30, 26	+14.21K	0.03%
CAPTRUST FINANCIAL ADVISORS	13.46K	Jun 30, 26	-5.80K	0.02%
Farther Finance Advisors, LLC	13.11K	Jun 30, 26	+10.89K	0.02%
Creative Planning	12.31K	Jun 30, 26	+12.31K	0.02%
ACCREDITED INVESTOR SERVICES, LLC	12.30K	Jun 30, 26	+12.30K	0.02%
AQR CAPITAL MANAGEMENT LLC	11.84K	Jun 30, 26	+11.84K	0.02%
STEPHENS INC /AR/	11.79K	Jun 30, 26	+11.79K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11.70K	Jun 30, 26	+11.70K	0.02%
Baird Financial Group, Inc.	11.11K	Jun 30, 26	+11.11K	0.02%
Pinnacle Wealth Planning Services, Inc.	10.83K	Jun 30, 26	+4.87K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	10.74K	Jun 30, 26	+10.74K	0.02%
Mezzasalma Advisors, LLC	10.66K	Jun 30, 26	+10.66K	0.02%
PETRA FINANCIAL ADVISORS INC	10.45K	Jun 30, 26	+10.45K	0.02%
Collaborative Wealth Managment Inc.	10.11K	Jun 30, 26	+10.11K	0.02%
Gilman Hill Asset Management, LLC	10.00K	Jun 30, 26	+10.00K	0.02%
CLEAR STREET MARKETS LLC	8.61K	Jun 30, 26	+8.61K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	8.52K	Jun 30, 26	+7.85K	0.02%
WPG Advisers, LLC	6.77K	Jun 30, 26	+3.04K	0.01%
Founders Capital Management	6.27K	Jun 30, 26	--	0.01%
Larson Financial Group LLC	5.88K	Jun 30, 26	+5.88K	0.01%
West Branch Capital LLC	5.00K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	4.67K	Jun 30, 26	+4.67K	0.01%
FIFTH THIRD BANCORP	4.60K	Jun 30, 26	+3.69K	0.01%
Rossby Financial, LCC	4.49K	Jun 30, 26	--	0.01%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	4.08K	Jun 30, 26	+99	0.01%
Vermillion Wealth Management, Inc.	3.77K	Jun 30, 26	+3.77K	0.01%
Axiom Investment Management LLC	3.11K	Jun 30, 26	+3.11K	0.01%
US BANCORP \DE\	3.00K	Jun 30, 26	--	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	2.97K	Jun 30, 26	+2.97K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	2.75K	Jun 30, 26	+2.75K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.39K	Jun 30, 26	+1.39K	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.37K	Jun 30, 26	+666	0.00%
AdvisorNet Financial, Inc	1.28K	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	1.18K	Jun 30, 26	+1.18K	0.00%
JONES FINANCIAL COMPANIES LLLP	927	Jun 30, 26	+927	0.00%
Golden State Wealth Management, LLC	900	Jun 30, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	853	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	662	Jun 30, 26	+662	0.00%
SOA Wealth Advisors, LLC.	539	Jun 30, 26	+139	0.00%
JPMORGAN CHASE & CO	380	Jun 30, 26	+380	0.00%
HARBOUR INVESTMENTS, INC.	200	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	72	Jun 30, 26	+72	0.00%
WHITTIER TRUST CO OF NEVADA INC	57	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	42	Jun 30, 26	--	0.00%
CITIGROUP INC	2	Jun 30, 26	+2	0.00%
NBC SECURITIES, INC.	--	Jun 30, 26	-2.00K	--
Geneos Wealth Management Inc.	--	Jun 30, 26	-2.31K	--
Procyon Advisors, LLC	--	Jun 30, 26	-10.84K	--
Root Financial Partners, LLC	--	Jun 30, 26	-863	--
Bey-Douglas LLC	41.49K	Mar 31, 26	--	0.08%
COMERICA BANK	1.07K	Dec 31, 25	+275	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	19.84K	Jun 30, 25	+19.84K	0.04%
Sheaff Brock Investment Advisors, LLC	37.50K	Mar 31, 25	--	0.07%
Buckingham Capital Management, Inc.	13.42K	Dec 31, 24	--	0.02%
CRITERION CAPITAL ADVISORS, LLC	3.58K	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	756.90K	Sep 30, 24	+91.50K	1.38%
RAYMOND JAMES & ASSOCIATES	38.94K	Sep 30, 24	-2.05K	0.07%
Relative Value Partners Group, LLC	--	Jun 30, 24	-19.95K	--
Cetera Advisor Networks LLC	72.59K	Mar 31, 24	-5.40K	0.13%
Highlander Capital Management, LLC	1.00K	Mar 31, 24	--	0.00%
KENFARB & CO.	68.00K	Sep 30, 23	--	0.12%
TRUSTCORE FINANCIAL SERVICES, LLC	625	Dec 31, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4.31M	Mar 31, 22	+8.48K	7.88%
Mosaic Family Wealth, LLC	214.31K	Dec 31, 21	+6.90K	0.39%
Carroll Financial Associates, Inc.	195	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	75.30K	Sep 30, 21	-8.50K	0.14%
TIAA Kaspick, LLC	10.83K	Sep 30, 21	+195	0.02%
Point View Wealth Management, Inc.	59.77K	Dec 31, 20	-1.51K	0.11%
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-37.50K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	390.94K	Dec 31, 19	+34.60K	0.72%
Chapwood Capital Investment Management, LLC	170.41K	Dec 31, 19	+170.41K	0.31%
Crow Point Partners, LLC	86.25K	Dec 31, 19	+7.54K	0.16%
Advisor Group, Inc.	21.23K	Dec 31, 19	+3.43K	0.04%
SUNTRUST BANKS INC	22.65K	Sep 30, 19	--	0.04%
Alpine Group USVI, LLC	11.02K	Sep 30, 19	+11.02K	0.02%
NEXT Financial Holdings	9.42K	Mar 31, 19	+9.42K	0.02%
Yellowstone Partners, LLC	51.56K	Dec 31, 17	-23.28K	0.09%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-20.62K	--
Commonwealth Equity Services, Inc	34.41K	Jun 30, 17	+3.19K	0.06%
Virtu KCG Holdings LLC	--	Jun 30, 17	-11.37K	--
LBA Wealth Management, LLC	335	Mar 31, 17	--	0.00%
BLACKROCK ADVISORS LLC	126.57K	Dec 31, 16	--	0.23%
MSI Financial Services Inc	33.52K	Dec 31, 16	+4.74K	0.06%
Investors Capital Advisory Services	61.67K	Jun 30, 16	--	0.11%
Kovitz Investment Group, LLC	216.78K	Dec 31, 15	+216.78K	0.40%
Relative Value Partners, LLC	3.43M	Mar 31, 15	+12.01K	6.28%
COHEN & STEERS CAPITAL MANAGEMENT INC	196.07K	Mar 31, 15	+196.07K	0.36%
Bank of Kentucky, Inc.	200	Mar 31, 15	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	37.72K	Dec 31, 14	+1.91K	0.07%
TradeLink Global Equity LLC	15.50K	Dec 31, 14	+15.50K	0.03%
UBS AG	546.82K	Sep 30, 14	-49.37K	1.00%
KMS FINANCIAL SERVICES, INC	15.09K	Jun 30, 14	-30.18K	0.03%
STIFEL NICOLAUS & CO INC \MO\	31.81K	Sep 30, 13	+5.06K	0.06%
KNIGHT CAPITAL GROUP LLC	19.83K	Jun 30, 13	+19.83K	0.04%
First Allied Securities, Inc.	127.76K	Jun 30, 12	--	0.23%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	398.56K	Jun 30, 10	+137.56K	0.73%
Full Value Advisors, LLC	--	Sep 30, 09	-10.00K	--
MERCANTILE BANKSHARES CORP	16.80K	Dec 31, 06	+16.80K	0.03%

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Holder

Date

Change

% Held

MORGAN STANLEY

12.79M

Jun 30, 26

+10.20M

23.40%

SIT INVESTMENT ASSOCIATES INC

7.18M

Jun 30, 26

+6.36M

13.13%

Allspring Global Investments Holdings, LLC

5.73M

Jun 30, 26

+2.28M

10.47%

Advisors Asset Management, Inc.

1.31M

Jun 30, 26

+421.36K

2.39%

RAYMOND JAMES FINANCIAL INC

1.29M

Jun 30, 26

+163.39K

2.36%

Colony Group, LLC

904.78K

Jun 30, 26

+876.13K

1.65%

1607 Capital Partners, LLC

752.78K

Jun 30, 26

+22.50K

1.38%

Shaker Financial Services, LLC

746.73K

Jun 30, 26

+746.73K

1.37%

RIVERNORTH CAPITAL MANAGEMENT, LLC

718.96K

Jun 30, 26

+381.76K

1.32%

Invesco Ltd.

663.27K

Jun 30, 26

+15.56K

1.21%

LPL Financial LLC

610.94K

Jun 30, 26

+97.45K

1.12%

BANK OF AMERICA CORP /DE/

548.78K

Jun 30, 26

+533.82K

1.00%

Janney Montgomery Scott LLC

471.05K

Jun 30, 26

+471.05K

0.86%

COMMONWEALTH EQUITY SERVICES, LLC

369.12K

Jun 30, 26

+186.08K

0.68%

COHEN & STEERS, INC.

329.60K

Jun 30, 26

0.60%

WELLS FARGO & COMPANY/MN

286.81K

Jun 30, 26

+263.20K

0.52%

RIVERBRIDGE PARTNERS LLC

280.04K

Jun 30, 26

+280.04K

0.51%

STIFEL FINANCIAL CORP

277.33K

Jun 30, 26

+127.55K

0.51%

Pathstone Holdings, LLC

274.55K

Jun 30, 26

-163.03K

0.50%

UBS Group AG

254.37K

Jun 30, 26

+94.05K

0.47%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

235.83K

Jun 30, 26

0.43%

Cambridge Investment Research Advisors, Inc.

219.83K

Jun 30, 26

+186.49K

0.40%

Koshinski Asset Management, Inc.

202.18K

Jun 30, 26

+202.18K

0.37%

Logan Stone Capital, LLC

199.15K

Jun 30, 26

+199.15K

0.36%

MOSAIC FAMILY WEALTH PARTNERS, LLC

194.72K

Jun 30, 26

+35.78K

0.36%

ADVISOR GROUP HOLDINGS, INC.

189.49K

Jun 30, 26

+98.83K

0.35%

NewEdge Advisors, LLC

187.49K

Jun 30, 26

+135.49K

0.34%

EXCEL SECURITIES & ASSOCIATES, INC.

172.38K

Jun 30, 26

+121.88K

0.32%

Kestra Advisory Services, LLC

171.24K

Jun 30, 26

+171.24K

0.31%

Fortitude Advisory Group L.L.C.

163.48K

Jun 30, 26

+74.57K

0.30%

ROYAL BANK OF CANADA

161.61K

Jun 30, 26

+42.60K

0.30%

WOLVERINE ASSET MANAGEMENT LLC

110.63K

Jun 30, 26

+110.63K

0.20%

Cetera Investment Advisers

102.87K

Jun 30, 26

-75.24K

0.19%

HighTower Advisors, LLC

98.06K

Jun 30, 26

+98.06K

0.18%

Stonebridge Financial Planning Group, LLC

96.00K

Jun 30, 26

+96.00K

0.18%

JANE STREET GROUP, LLC

95.05K

Jun 30, 26

+76.93K

0.17%

Yakira Capital Management, Inc.

87.53K

Jun 30, 26

+33.78K

0.16%

Mariner, LLC

84.56K

Jun 30, 26

+70.46K

0.15%

Almitas Capital LLC

83.24K

Jun 30, 26

+83.24K

0.15%

READYSTATE ASSET MANAGEMENT LP

82.92K

Jun 30, 26

+82.92K

0.15%

Waverly Advisors, LLC

72.47K

Jun 30, 26

+57.83K

0.13%

Global Retirement Partners, LLC

67.10K

Jun 30, 26

+67.10K

0.12%

Regal Investment Advisors LLC

64.38K

Jun 30, 26

+5.50K

0.12%

PIN OAK INVESTMENT ADVISORS INC

61.89K

Jun 30, 26

+61.89K

0.11%

Atomi Financial Group, Inc.

60.17K

Jun 30, 26

-575

0.11%

MGO ONE SEVEN LLC

60.02K

Jun 30, 26

+15.62K

0.11%

Clear Street Group Inc.

56.01K

Jun 30, 26

+56.01K

0.10%

BENJAMIN EDWARDS INC

53.90K

Jun 30, 26

+53.90K

0.10%

Connecticut Wealth Management, LLC

53.88K

Jun 30, 26

0.10%

CoreCap Advisors, LLC

51.34K

Jun 30, 26

+49.78K

0.09%

Ethos Financial Group, LLC

50.77K

Jun 30, 26

+27.00K

0.09%

Northstar Financial Companies, Inc.

46.18K

Jun 30, 26

-6.47K

0.08%

Sowell Financial Services LLC

43.55K

Jun 30, 26

-2.91K

0.08%

Allworth Financial LP

40.60K

Jun 30, 26

+3.10K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

34.46K

Jun 30, 26

-8.36K

0.06%

Founders Financial Alliance, LLC

32.46K

Jun 30, 26

+58

0.06%

LAZARD ASSET MANAGEMENT LLC

31.62K

Jun 30, 26

0.06%

Resurgent Financial Advisors LLC

30.70K

Jun 30, 26

+3.26K

0.06%

MELFA WEALTH MANAGEMENT, LLC

29.60K

Jun 30, 26

+14.10K

0.05%

OAK HARBOR WEALTH PARTNERS, LLC

29.06K

Jun 30, 26

0.05%

Concurrent Investment Advisors, LLC

28.39K

Jun 30, 26

+28.39K

0.05%

XTX Topco Ltd

27.16K

Jun 30, 26

+27.16K

0.05%

Valley Brook Capital Group, Inc.

26.20K

Jun 30, 26

+26.20K

0.05%

GOLDMAN SACHS GROUP INC

26.12K

Jun 30, 26

+26.12K

0.05%

Commonwealth Financial Services, LLC

26.10K

Jun 30, 26

0.05%

WEDBUSH SECURITIES INC

25.19K

Jun 30, 26

+13.62K

0.05%

Equitable Holdings, Inc.

24.55K

Jun 30, 26

0.04%

FRANKLIN RESOURCES INC

23.59K

Jun 30, 26

+2.98K

0.04%

Rockefeller Capital Management L.P.

22.49K

Jun 30, 26

+2.40K

0.04%

HOERTKORN RICHARD CHARLES

22.00K

Jun 30, 26

0.04%

Integrated Wealth Concepts LLC

21.50K

Jun 30, 26

+21.50K

0.04%

B. Riley Wealth Advisors, Inc.

21.40K

Jun 30, 26

+21.40K

0.04%

Steward Partners Investment Advisory, LLC

21.02K

Jun 30, 26

-1.08K

0.04%

AMERIPRISE FINANCIAL INC

20.95K

Jun 30, 26

-4.03K

0.04%

Merit Financial Group, LLC

20.31K

Jun 30, 26

+8.13K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

19.79K

Jun 30, 26

+1.40K

0.04%

CITADEL ADVISORS LLC

19.61K

Jun 30, 26

+4.32K

0.04%

PARK AVENUE SECURITIES LLC

18.62K

Jun 30, 26

+18.62K

0.03%

Private Advisor Group, LLC

17.94K

Jun 30, 26

+166

0.03%

HRT FINANCIAL LP

16.77K

Jun 30, 26

+16.77K

0.03%

Kovack Advisors, Inc.

16.36K

Jun 30, 26

+16.36K

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

16.20K

Jun 30, 26

+16.20K

0.03%

PHILADELPHIA TRUST CO

16.00K

Jun 30, 26

+16.00K

0.03%

Broadway Wealth Solutions, Inc.

14.90K

Jun 30, 26

0.03%

First Heartland Consultants, Inc.

14.89K

Jun 30, 26

+14.89K

0.03%

Rock Point Advisors, LLC

14.87K

Jun 30, 26

+14.87K

0.03%

PEAPACK GLADSTONE FINANCIAL CORP

14.84K

Jun 30, 26

+14.84K

0.03%

ENVESTNET ASSET MANAGEMENT INC

14.70K

Jun 30, 26

-98.13K

0.03%

Parcion Private Wealth LLC

14.21K

Jun 30, 26

+14.21K

0.03%

CAPTRUST FINANCIAL ADVISORS

13.46K

Jun 30, 26

-5.80K

0.02%

Farther Finance Advisors, LLC

13.11K

Jun 30, 26

+10.89K

0.02%

Creative Planning

12.31K

Jun 30, 26

+12.31K

0.02%

ACCREDITED INVESTOR SERVICES, LLC

12.30K

Jun 30, 26

+12.30K

0.02%

AQR CAPITAL MANAGEMENT LLC

11.84K

Jun 30, 26

+11.84K

0.02%

STEPHENS INC /AR/

11.79K

Jun 30, 26

+11.79K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

11.70K

Jun 30, 26

+11.70K

0.02%

Baird Financial Group, Inc.

11.11K

Jun 30, 26

+11.11K

0.02%

Pinnacle Wealth Planning Services, Inc.

10.83K

Jun 30, 26

+4.87K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

10.74K

Jun 30, 26

+10.74K

0.02%

Mezzasalma Advisors, LLC

10.66K

Jun 30, 26

+10.66K

0.02%

PETRA FINANCIAL ADVISORS INC

10.45K

Jun 30, 26

+10.45K

0.02%

Collaborative Wealth Managment Inc.

10.11K

Jun 30, 26

+10.11K

0.02%

Gilman Hill Asset Management, LLC

10.00K

Jun 30, 26

+10.00K

0.02%

CLEAR STREET MARKETS LLC

8.61K

Jun 30, 26

+8.61K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

8.52K

Jun 30, 26

+7.85K

0.02%

WPG Advisers, LLC

6.77K

Jun 30, 26

+3.04K

0.01%

Founders Capital Management

6.27K

Jun 30, 26

0.01%

Larson Financial Group LLC

5.88K

Jun 30, 26

+5.88K

0.01%

West Branch Capital LLC

5.00K

Jun 30, 26

0.01%

IFG Advisory, LLC

4.67K

Jun 30, 26

+4.67K

0.01%

FIFTH THIRD BANCORP

4.60K

Jun 30, 26

+3.69K

0.01%

Rossby Financial, LCC

4.49K

Jun 30, 26

0.01%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

4.08K

Jun 30, 26

+99

0.01%

Vermillion Wealth Management, Inc.

3.77K

Jun 30, 26

+3.77K

0.01%

Axiom Investment Management LLC

3.11K

Jun 30, 26

+3.11K

0.01%

US BANCORP \DE\

3.00K

Jun 30, 26

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.97K

Jun 30, 26

+2.97K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

2.75K

Jun 30, 26

+2.75K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.39K

Jun 30, 26

+1.39K

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.37K

Jun 30, 26

+666

0.00%

AdvisorNet Financial, Inc

1.28K

Jun 30, 26

0.00%

FIRST HORIZON CORP

1.18K

Jun 30, 26

+1.18K

0.00%

JONES FINANCIAL COMPANIES LLLP

927

Jun 30, 26

+927

0.00%

Golden State Wealth Management, LLC

900

Jun 30, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

853

Jun 30, 26

0.00%

BESSEMER GROUP INC

662

Jun 30, 26

+662

0.00%

SOA Wealth Advisors, LLC.

539

Jun 30, 26

+139

0.00%

JPMORGAN CHASE & CO

380

Jun 30, 26

+380

0.00%

HARBOUR INVESTMENTS, INC.

200

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

+72

0.00%

WHITTIER TRUST CO OF NEVADA INC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

NBC SECURITIES, INC.

Jun 30, 26

-2.00K

Geneos Wealth Management Inc.

Jun 30, 26

-2.31K

Procyon Advisors, LLC

Jun 30, 26

-10.84K

Root Financial Partners, LLC

Jun 30, 26

-863

Bey-Douglas LLC

41.49K

Mar 31, 26

0.08%

COMERICA BANK

1.07K

Dec 31, 25

+275

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

19.84K

Jun 30, 25

+19.84K

0.04%

Sheaff Brock Investment Advisors, LLC

37.50K

Mar 31, 25

0.07%

Buckingham Capital Management, Inc.

13.42K

Dec 31, 24

0.02%

CRITERION CAPITAL ADVISORS, LLC

3.58K

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

756.90K

Sep 30, 24

+91.50K

1.38%

RAYMOND JAMES & ASSOCIATES

38.94K

Sep 30, 24

-2.05K

0.07%

Relative Value Partners Group, LLC

Jun 30, 24

-19.95K

Cetera Advisor Networks LLC

72.59K

Mar 31, 24

-5.40K

0.13%

Highlander Capital Management, LLC

1.00K

Mar 31, 24

0.00%

KENFARB & CO.

68.00K

Sep 30, 23

0.12%

TRUSTCORE FINANCIAL SERVICES, LLC

625

Dec 31, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.31M

Mar 31, 22

+8.48K

7.88%

Mosaic Family Wealth, LLC

214.31K

Dec 31, 21

+6.90K

0.39%

Carroll Financial Associates, Inc.

195

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

75.30K

Sep 30, 21

-8.50K

0.14%

TIAA Kaspick, LLC

10.83K

Sep 30, 21

+195

0.02%

Point View Wealth Management, Inc.

59.77K

Dec 31, 20

-1.51K

0.11%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-37.50K

LADENBURG THALMANN FINANCIAL SERVICES INC.

390.94K

Dec 31, 19

+34.60K

0.72%

Chapwood Capital Investment Management, LLC

170.41K

Dec 31, 19

+170.41K

0.31%

Crow Point Partners, LLC

86.25K

Dec 31, 19

+7.54K

0.16%

Advisor Group, Inc.

21.23K

Dec 31, 19

+3.43K

0.04%

SUNTRUST BANKS INC

22.65K

Sep 30, 19

0.04%

Alpine Group USVI, LLC

11.02K

Sep 30, 19

+11.02K

0.02%

NEXT Financial Holdings

9.42K

Mar 31, 19

+9.42K

0.02%

Yellowstone Partners, LLC

51.56K

Dec 31, 17

-23.28K

0.09%

SII INVESTMENTS INC/WI

Dec 31, 17

-20.62K

Commonwealth Equity Services, Inc

34.41K

Jun 30, 17

+3.19K

0.06%

Virtu KCG Holdings LLC

Jun 30, 17

-11.37K

LBA Wealth Management, LLC

335

Mar 31, 17

0.00%

BLACKROCK ADVISORS LLC

126.57K

Dec 31, 16

0.23%

MSI Financial Services Inc

33.52K

Dec 31, 16

+4.74K

0.06%

Investors Capital Advisory Services

61.67K

Jun 30, 16

0.11%

Kovitz Investment Group, LLC

216.78K

Dec 31, 15

+216.78K

0.40%

Relative Value Partners, LLC

3.43M

Mar 31, 15

+12.01K

6.28%

COHEN & STEERS CAPITAL MANAGEMENT INC

196.07K

Mar 31, 15

+196.07K

0.36%

Bank of Kentucky, Inc.

200

Mar 31, 15

0.00%

NEW ENGLAND SECURITIES CORP /MA/

37.72K

Dec 31, 14

+1.91K

0.07%

TradeLink Global Equity LLC

15.50K

Dec 31, 14

+15.50K

0.03%

UBS AG

546.82K

Sep 30, 14

-49.37K

1.00%

KMS FINANCIAL SERVICES, INC

15.09K

Jun 30, 14

-30.18K

0.03%

STIFEL NICOLAUS & CO INC \MO\

31.81K

Sep 30, 13

+5.06K

0.06%

KNIGHT CAPITAL GROUP LLC

19.83K

Jun 30, 13

+19.83K

0.04%

First Allied Securities, Inc.

127.76K

Jun 30, 12

0.23%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

398.56K

Jun 30, 10

+137.56K

0.73%

Full Value Advisors, LLC

Sep 30, 09

-10.00K

MERCANTILE BANKSHARES CORP

16.80K

Dec 31, 06

+16.80K

0.03%