BlackRock MuniHoldings California Quality Fund, Inc.(MUC)

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BlackRock MuniHoldings California Quality Fund, Inc.(MUC)

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$10.63—

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MUC(MUC)

MUC

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Institutional Ownership

Top 181 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	7.40M	Jun 30, 26	+9.81K	7.86%
Karpus Management, Inc.	4.60M	Jun 30, 26	-776.32K	4.89%
GUGGENHEIM CAPITAL LLC	2.60M	Jun 30, 26	-117.79K	2.76%
BANK OF AMERICA CORP /DE/	2.41M	Jun 30, 26	+136.66K	2.55%
Advisors Asset Management, Inc.	2.31M	Jun 30, 26	+314.16K	2.45%
ROBINSON CAPITAL MANAGEMENT, LLC	1.12M	Jun 30, 26	--	1.19%
Allspring Global Investments Holdings, LLC	1.10M	Jun 30, 26	--	1.17%
RIVERNORTH CAPITAL MANAGEMENT, LLC	1.07M	Jun 30, 26	-1.19M	1.13%
WELLS FARGO & COMPANY/MN	963.27K	Jun 30, 26	+41.71K	1.02%
LPL Financial LLC	732.75K	Jun 30, 26	+56.39K	0.78%
Hennion & Walsh Asset Management, Inc.	709.30K	Jun 30, 26	+35.33K	0.75%
Sanctuary Advisors, LLC	486.47K	Jun 30, 26	+18.69K	0.52%
UBS Group AG	415.59K	Jun 30, 26	+49.94K	0.44%
Atala Financial Inc	391.68K	Jun 30, 26	-13.92K	0.42%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	371.02K	Jun 30, 26	--	0.39%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	364.96K	Jun 30, 26	--	0.39%
HOLLENCREST CAPITAL MANAGEMENT	267.91K	Jun 30, 26	-39.73K	0.28%
Beverly Hills Private Wealth, LLC	254.36K	Jun 30, 26	+2.70K	0.27%
Fiera Capital Corp	233.92K	Jun 30, 26	-7.20K	0.25%
Dakota Wealth Management	213.96K	Jun 30, 26	-47.87K	0.23%
Ignite Planners, LLC	194.03K	Jun 30, 26	--	0.21%
ROYAL BANK OF CANADA	190.55K	Jun 30, 26	+9.47K	0.20%
MAI Capital Management	183.28K	Jun 30, 26	+182.02K	0.19%
Trilogy Capital Inc.	168.90K	Jun 30, 26	+1.30K	0.18%
WESCAP Management Group, Inc.	159.96K	Jun 30, 26	+10.40K	0.17%
MELFA WEALTH MANAGEMENT, LLC	158.90K	Jun 30, 26	-21.43K	0.17%
Diligent Investors, LLC	140.73K	Jun 30, 26	-4.54K	0.15%
SIT INVESTMENT ASSOCIATES INC	129.92K	Jun 30, 26	--	0.14%
MACKAY SHIELDS LLC	128.81K	Jun 30, 26	-18.02K	0.14%
WEDBUSH SECURITIES INC	126.73K	Jun 30, 26	+6.30K	0.13%
Rareview Capital LLC	125.56K	Jun 30, 26	-57.94K	0.13%
Cypress Wealth Services, LLC	124.51K	Jun 30, 26	+3.57K	0.13%
Oder Investment Management, LLC	105.92K	Jun 30, 26	+105.92K	0.11%
Summit Trail Advisors, LLC	101.60K	Jun 30, 26	-7.72K	0.11%
Ballast Rock Private Wealth LLC	96.05K	Jun 30, 26	+4.35K	0.10%
Ariadne Wealth Management, LP	94.48K	Jun 30, 26	+94.48K	0.10%
JANE STREET GROUP, LLC	91.89K	Jun 30, 26	+35.54K	0.10%
RAYMOND JAMES FINANCIAL INC	91.37K	Jun 30, 26	-24.08K	0.10%
Baird Financial Group, Inc.	86.88K	Jun 30, 26	+79	0.09%
Matisse Capital	78.52K	Jun 30, 26	-82	0.08%
Cetera Investment Advisers	74.57K	Jun 30, 26	-1.18K	0.08%
MYECFO, LLC	73.84K	Jun 30, 26	+9.67K	0.08%
D.A. DAVIDSON & CO.	70.59K	Jun 30, 26	+11.10K	0.07%
Allianz Asset Management GmbH	70.49K	Jun 30, 26	--	0.07%
Alteri Wealth LLC	68.76K	Jun 30, 26	+283	0.07%
PNC FINANCIAL SERVICES GROUP, INC.	67.79K	Jun 30, 26	--	0.07%
Global Retirement Partners, LLC	67.43K	Jun 30, 26	+67.43K	0.07%
ENVESTNET ASSET MANAGEMENT INC	64.62K	Jun 30, 26	+2.17K	0.07%
CHANNEL WEALTH LLC	64.34K	Jun 30, 26	-11.08K	0.07%
ADVISOR GROUP HOLDINGS, INC.	63.38K	Jun 30, 26	+4.81K	0.07%
Western Wealth Management, LLC	60.87K	Jun 30, 26	--	0.06%
Steward Partners Investment Advisory, LLC	59.73K	Jun 30, 26	+1.10K	0.06%
Stonebridge Financial Group, LLC/CA	56.06K	Jun 30, 26	+56.06K	0.06%
Arlington Financial Advisors, LLC	55.00K	Jun 30, 26	--	0.06%
Destination Wealth Management	53.77K	Jun 30, 26	+300	0.06%
XTX Topco Ltd	52.10K	Jun 30, 26	+52.10K	0.06%
Tortuga Wealth Management, Inc	47.05K	Jun 30, 26	-3.51K	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	45.64K	Jun 30, 26	+1.27K	0.05%
Cambridge Investment Research Advisors, Inc.	44.31K	Jun 30, 26	+44.31K	0.05%
STIFEL FINANCIAL CORP	43.66K	Jun 30, 26	+178	0.05%
Integrated Wealth Concepts LLC	43.43K	Jun 30, 26	+10.02K	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	42.02K	Jun 30, 26	+42.02K	0.04%
Intellectus Partners, LLC	40.61K	Jun 30, 26	--	0.04%
Perennial Investment Advisors, LLC	39.23K	Jun 30, 26	-33.92K	0.04%
AMERIPRISE FINANCIAL INC	39.15K	Jun 30, 26	--	0.04%
Stratos Wealth Partners, LTD.	37.30K	Jun 30, 26	+9.20K	0.04%
Farther Finance Advisors, LLC	34.84K	Jun 30, 26	-5.03K	0.04%
EVOLVE PRIVATE WEALTH, LLC	33.44K	Jun 30, 26	-20.08K	0.04%
OPPENHEIMER & CO INC	30.46K	Jun 30, 26	+265	0.03%
RB Capital Management, LLC	29.94K	Jun 30, 26	+378	0.03%
Wellspring Financial Advisors, LLC	28.39K	Jun 30, 26	-2.80K	0.03%
FIRST FOUNDATION ADVISORS	28.33K	Jun 30, 26	--	0.03%
CI Private Wealth, LLC	27.76K	Jun 30, 26	--	0.03%
Creative Planning	27.60K	Jun 30, 26	--	0.03%
Equitable Holdings, Inc.	26.01K	Jun 30, 26	+399	0.03%
Athena Wealth Management, LLC	25.75K	Jun 30, 26	+142	0.03%
Keystone Wealth Services, LLC	24.52K	Jun 30, 26	--	0.03%
Indivisible Partners	24.02K	Jun 30, 26	+25	0.03%
Tempus Wealth Planning, LLC	23.66K	Jun 30, 26	--	0.03%
PRUDENT INVESTORS NETWORK, INC.	23.38K	Jun 30, 26	+23.38K	0.02%
Strategic Advocates LLC	22.62K	Jun 30, 26	--	0.02%
Cerity Partners LLC	22.34K	Jun 30, 26	+136	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	22.16K	Jun 30, 26	+7.20K	0.02%
READYSTATE ASSET MANAGEMENT LP	21.83K	Jun 30, 26	+21.83K	0.02%
LM Advisors LLC	21.80K	Jun 30, 26	+21.80K	0.02%
Snowden Capital Advisors LLC	20.63K	Jun 30, 26	+5.01K	0.02%
Van Hulzen Asset Management, LLC	20.53K	Jun 30, 26	+2.65K	0.02%
CITADEL ADVISORS LLC	19.96K	Jun 30, 26	+19.96K	0.02%
NWF Advisory Services Inc.	19.74K	Jun 30, 26	-2.26K	0.02%
Rockefeller Capital Management L.P.	18.85K	Jun 30, 26	+48	0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	18.67K	Jun 30, 26	+8.57K	0.02%
REGATTA CAPITAL GROUP, LLC	18.41K	Jun 30, 26	--	0.02%
Sowell Financial Services LLC	18.34K	Jun 30, 26	--	0.02%
Lido Advisors, LLC	18.23K	Jun 30, 26	-28.32K	0.02%
IEQ CAPITAL, LLC	18.10K	Jun 30, 26	+774	0.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	16.55K	Jun 30, 26	--	0.02%
Kestra Advisory Services, LLC	16.08K	Jun 30, 26	+161	0.02%
MILLENNIUM MANAGEMENT LLC	15.96K	Jun 30, 26	--	0.02%
Core Wealth Partners LLC	15.71K	Jun 30, 26	--	0.02%
Robertson Stephens Wealth Management, LLC	15.50K	Jun 30, 26	+15.50K	0.02%
Capital Investment Advisors, LLC	14.18K	Jun 30, 26	--	0.02%
DECISION INVESTMENTS, INC	14.03K	Jun 30, 26	-2.50K	0.01%
Closed-End Fund Advisors, Inc.	13.97K	Jun 30, 26	+337	0.01%
Coastal Investment Advisors, Inc.	13.65K	Jun 30, 26	--	0.01%
WHITTIER TRUST CO	13.53K	Jun 30, 26	--	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	13.33K	Jun 30, 26	-3.66K	0.01%
LYELL WEALTH MANAGEMENT, LP	12.85K	Jun 30, 26	+12.85K	0.01%
MERIDIAN INVESTMENT COUNSEL INC.	12.84K	Jun 30, 26	--	0.01%
McGowan Group Asset Management, Inc.	12.61K	Jun 30, 26	--	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	12.38K	Jun 30, 26	+12.38K	0.01%
Almitas Capital LLC	11.90K	Jun 30, 26	--	0.01%
BANK OF MONTREAL /CAN/	11.60K	Jun 30, 26	-12.65K	0.01%
MATHER GROUP, LLC.	11.37K	Jun 30, 26	-1.62K	0.01%
Allworth Financial LP	10.77K	Jun 30, 26	-649	0.01%
Alessandra Capital Management, LLC	10.69K	Jun 30, 26	--	0.01%
Perigon Wealth Management, LLC	10.61K	Jun 30, 26	--	0.01%
Financial Advisors Network, Inc.	10.28K	Jun 30, 26	--	0.01%
Williams Jones Wealth Management, LLC.	10.28K	Jun 30, 26	--	0.01%
SHUFRO ROSE & CO LLC	10.00K	Jun 30, 26	-253	0.01%
MERCER GLOBAL ADVISORS INC /ADV	3.81K	Jun 30, 26	-14.82K	0.00%
US BANCORP \DE\	3.62K	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	2.98K	Jun 30, 26	--	0.00%
Penserra Capital Management LLC	2.92K	Jun 30, 26	+1.95K	0.00%
Atlantic Union Bankshares Corp	1.94K	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	1.83K	Jun 30, 26	-579	0.00%
Ameritas Investment Partners, Inc.	1.50K	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	1.41K	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1.40K	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	1.30K	Jun 30, 26	+18	0.00%
Smartleaf Asset Management LLC	1.10K	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	1.02K	Jun 30, 26	--	0.00%
Mosley Wealth Management	946	Jun 30, 26	+23	0.00%
Mascoma Wealth Management LLC	708	Jun 30, 26	--	0.00%
Nalls Sherbakoff Group, LLC	410	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	395	Jun 30, 26	--	0.00%
Bullock Wealth Management Group	151	Jun 30, 26	+151	0.00%
Mariner, LLC	--	Jun 30, 26	-13.34K	--
Prospera Financial Services Inc	--	Jun 30, 26	-40.30K	--
Avantax Planning Partners, Inc.	--	Jun 30, 26	-18.03K	--
Golden State Equity Partners	--	Jun 30, 26	-12.13K	--
CAPTRUST FINANCIAL ADVISORS	--	Jun 30, 26	-10.55K	--
Cheviot Value Management, LLC	--	Jun 30, 26	-1.72K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-10.80K	--
Westshore Wealth, LLC	--	Jun 30, 26	-10.75K	--
EP Wealth Advisors, LLC	--	Jun 30, 26	-15.98K	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.13K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-401.08K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-17.11K	--
Octavia Wealth Advisors, LLC	--	Jun 30, 26	-11.27K	--
WFA of San Diego, LLC	--	Jun 30, 26	-2.51K	--
Vivaldi Capital Management LP	68.30K	Mar 31, 26	+45.28K	0.07%
CWM, LLC	6.31K	Mar 31, 26	+6.31K	0.01%
COMERICA BANK	395	Dec 31, 25	--	0.00%
Atria Wealth Solutions, Inc.	22.11K	Jun 30, 25	-131.82K	0.02%
AVANTAX ADVISORY SERVICES, INC.	10.48K	Jun 30, 25	+10.48K	0.01%
Sandy Spring Bank	1.94K	Mar 31, 25	--	0.00%
Southern Style Financial, Inc.	11.65K	Dec 31, 24	+11.65K	0.01%
Householder Group Estate & Retirement Specialist, LLC	1.30K	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	13.19K	Sep 30, 24	-1.55K	0.01%
Raymond James Financial Services Advisors, Inc.	11.89K	Sep 30, 24	-2.09K	0.01%
CTC Capital Management, LLC	10.72K	Mar 31, 23	-7.10K	0.01%
Laurel Wealth Advisors, Inc.	33.73K	Dec 31, 22	--	0.04%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	94.53K	Sep 30, 22	+2.43K	0.10%
Covington Capital Management	77.31K	Sep 30, 22	--	0.08%
Garrison Point Capital, LLC	30.32K	Sep 30, 22	--	0.03%
Corient Capital Partners, LLC	17.23K	Sep 30, 22	--	0.02%
BREWIN DOLPHIN LTD	2.82K	Jun 30, 22	+2.82K	0.00%
Intersect Capital LLC	--	Jun 30, 22	-37.78K	--
NEXT Financial Group, Inc	11.10K	Dec 31, 21	--	0.01%
REILLY FINANCIAL ADVISORS, LLC	6.80K	Dec 31, 21	--	0.01%
Advisor Group, Inc.	112.83K	Dec 31, 19	-570	0.12%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.00K	Dec 31, 19	--	0.00%
Benchmark Capital Advisors	25.00K	Dec 31, 18	--	0.03%
Commonwealth Equity Services, Inc	33.17K	Jun 30, 17	+277	0.04%
Integrated Wealth Management	16.39K	Mar 31, 17	--	0.02%
MSI Financial Services Inc	1.71K	Dec 31, 16	+3	0.00%
NEW ENGLAND SECURITIES CORP /MA/	700	Dec 31, 14	+700	0.00%
UBS AG	147.29K	Sep 30, 14	+35.25K	0.16%
STIFEL NICOLAUS & CO INC \MO\	48.73K	Sep 30, 13	+3.23K	0.05%
First Allied Securities, Inc.	14.03K	Jun 30, 12	-5.00K	0.01%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	20.54K	Jun 30, 10	-385	0.02%

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Holder

Date

Change

% Held

MORGAN STANLEY

7.40M

Jun 30, 26

+9.81K

7.86%

Karpus Management, Inc.

4.60M

Jun 30, 26

-776.32K

4.89%

GUGGENHEIM CAPITAL LLC

2.60M

Jun 30, 26

-117.79K

2.76%

BANK OF AMERICA CORP /DE/

2.41M

Jun 30, 26

+136.66K

2.55%

Advisors Asset Management, Inc.

2.31M

Jun 30, 26

+314.16K

2.45%

ROBINSON CAPITAL MANAGEMENT, LLC

1.12M

Jun 30, 26

1.19%

Allspring Global Investments Holdings, LLC

1.10M

Jun 30, 26

1.17%

RIVERNORTH CAPITAL MANAGEMENT, LLC

1.07M

Jun 30, 26

-1.19M

1.13%

WELLS FARGO & COMPANY/MN

963.27K

Jun 30, 26

+41.71K

1.02%

LPL Financial LLC

732.75K

Jun 30, 26

+56.39K

0.78%

Hennion & Walsh Asset Management, Inc.

709.30K

Jun 30, 26

+35.33K

0.75%

Sanctuary Advisors, LLC

486.47K

Jun 30, 26

+18.69K

0.52%

UBS Group AG

415.59K

Jun 30, 26

+49.94K

0.44%

Atala Financial Inc

391.68K

Jun 30, 26

-13.92K

0.42%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

371.02K

Jun 30, 26

0.39%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

364.96K

Jun 30, 26

0.39%

HOLLENCREST CAPITAL MANAGEMENT

267.91K

Jun 30, 26

-39.73K

0.28%

Beverly Hills Private Wealth, LLC

254.36K

Jun 30, 26

+2.70K

0.27%

Fiera Capital Corp

233.92K

Jun 30, 26

-7.20K

0.25%

Dakota Wealth Management

213.96K

Jun 30, 26

-47.87K

0.23%

Ignite Planners, LLC

194.03K

Jun 30, 26

0.21%

ROYAL BANK OF CANADA

190.55K

Jun 30, 26

+9.47K

0.20%

MAI Capital Management

183.28K

Jun 30, 26

+182.02K

0.19%

Trilogy Capital Inc.

168.90K

Jun 30, 26

+1.30K

0.18%

WESCAP Management Group, Inc.

159.96K

Jun 30, 26

+10.40K

0.17%

MELFA WEALTH MANAGEMENT, LLC

158.90K

Jun 30, 26

-21.43K

0.17%

Diligent Investors, LLC

140.73K

Jun 30, 26

-4.54K

0.15%

SIT INVESTMENT ASSOCIATES INC

129.92K

Jun 30, 26

0.14%

MACKAY SHIELDS LLC

128.81K

Jun 30, 26

-18.02K

0.14%

WEDBUSH SECURITIES INC

126.73K

Jun 30, 26

+6.30K

0.13%

Rareview Capital LLC

125.56K

Jun 30, 26

-57.94K

0.13%

Cypress Wealth Services, LLC

124.51K

Jun 30, 26

+3.57K

0.13%

Oder Investment Management, LLC

105.92K

Jun 30, 26

+105.92K

0.11%

Summit Trail Advisors, LLC

101.60K

Jun 30, 26

-7.72K

0.11%

Ballast Rock Private Wealth LLC

96.05K

Jun 30, 26

+4.35K

0.10%

Ariadne Wealth Management, LP

94.48K

Jun 30, 26

+94.48K

0.10%

JANE STREET GROUP, LLC

91.89K

Jun 30, 26

+35.54K

0.10%

RAYMOND JAMES FINANCIAL INC

91.37K

Jun 30, 26

-24.08K

0.10%

Baird Financial Group, Inc.

86.88K

Jun 30, 26

+79

0.09%

Matisse Capital

78.52K

Jun 30, 26

-82

0.08%

Cetera Investment Advisers

74.57K

Jun 30, 26

-1.18K

0.08%

MYECFO, LLC

73.84K

Jun 30, 26

+9.67K

0.08%

D.A. DAVIDSON & CO.

70.59K

Jun 30, 26

+11.10K

0.07%

Allianz Asset Management GmbH

70.49K

Jun 30, 26

0.07%

Alteri Wealth LLC

68.76K

Jun 30, 26

+283

0.07%

PNC FINANCIAL SERVICES GROUP, INC.

67.79K

Jun 30, 26

0.07%

Global Retirement Partners, LLC

67.43K

Jun 30, 26

+67.43K

0.07%

ENVESTNET ASSET MANAGEMENT INC

64.62K

Jun 30, 26

+2.17K

0.07%

CHANNEL WEALTH LLC

64.34K

Jun 30, 26

-11.08K

0.07%

ADVISOR GROUP HOLDINGS, INC.

63.38K

Jun 30, 26

+4.81K

0.07%

Western Wealth Management, LLC

60.87K

Jun 30, 26

0.06%

Steward Partners Investment Advisory, LLC

59.73K

Jun 30, 26

+1.10K

0.06%

Stonebridge Financial Group, LLC/CA

56.06K

Jun 30, 26

+56.06K

0.06%

Arlington Financial Advisors, LLC

55.00K

Jun 30, 26

0.06%

Destination Wealth Management

53.77K

Jun 30, 26

+300

0.06%

XTX Topco Ltd

52.10K

Jun 30, 26

+52.10K

0.06%

Tortuga Wealth Management, Inc

47.05K

Jun 30, 26

-3.51K

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

45.64K

Jun 30, 26

+1.27K

0.05%

Cambridge Investment Research Advisors, Inc.

44.31K

Jun 30, 26

+44.31K

0.05%

STIFEL FINANCIAL CORP

43.66K

Jun 30, 26

+178

0.05%

Integrated Wealth Concepts LLC

43.43K

Jun 30, 26

+10.02K

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

42.02K

Jun 30, 26

+42.02K

0.04%

Intellectus Partners, LLC

40.61K

Jun 30, 26

0.04%

Perennial Investment Advisors, LLC

39.23K

Jun 30, 26

-33.92K

0.04%

AMERIPRISE FINANCIAL INC

39.15K

Jun 30, 26

0.04%

Stratos Wealth Partners, LTD.

37.30K

Jun 30, 26

+9.20K

0.04%

Farther Finance Advisors, LLC

34.84K

Jun 30, 26

-5.03K

0.04%

EVOLVE PRIVATE WEALTH, LLC

33.44K

Jun 30, 26

-20.08K

0.04%

OPPENHEIMER & CO INC

30.46K

Jun 30, 26

+265

0.03%

RB Capital Management, LLC

29.94K

Jun 30, 26

+378

0.03%

Wellspring Financial Advisors, LLC

28.39K

Jun 30, 26

-2.80K

0.03%

FIRST FOUNDATION ADVISORS

28.33K

Jun 30, 26

0.03%

CI Private Wealth, LLC

27.76K

Jun 30, 26

0.03%

Creative Planning

27.60K

Jun 30, 26

0.03%

Equitable Holdings, Inc.

26.01K

Jun 30, 26

+399

0.03%

Athena Wealth Management, LLC

25.75K

Jun 30, 26

+142

0.03%

Keystone Wealth Services, LLC

24.52K

Jun 30, 26

0.03%

Indivisible Partners

24.02K

Jun 30, 26

+25

0.03%

Tempus Wealth Planning, LLC

23.66K

Jun 30, 26

0.03%

PRUDENT INVESTORS NETWORK, INC.

23.38K

Jun 30, 26

+23.38K

0.02%

Strategic Advocates LLC

22.62K

Jun 30, 26

0.02%

Cerity Partners LLC

22.34K

Jun 30, 26

+136

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

22.16K

Jun 30, 26

+7.20K

0.02%

READYSTATE ASSET MANAGEMENT LP

21.83K

Jun 30, 26

+21.83K

0.02%

LM Advisors LLC

21.80K

Jun 30, 26

+21.80K

0.02%

Snowden Capital Advisors LLC

20.63K

Jun 30, 26

+5.01K

0.02%

Van Hulzen Asset Management, LLC

20.53K

Jun 30, 26

+2.65K

0.02%

CITADEL ADVISORS LLC

19.96K

Jun 30, 26

+19.96K

0.02%

NWF Advisory Services Inc.

19.74K

Jun 30, 26

-2.26K

0.02%

Rockefeller Capital Management L.P.

18.85K

Jun 30, 26

+48

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

18.67K

Jun 30, 26

+8.57K

0.02%

REGATTA CAPITAL GROUP, LLC

18.41K

Jun 30, 26

0.02%

Sowell Financial Services LLC

18.34K

Jun 30, 26

0.02%

Lido Advisors, LLC

18.23K

Jun 30, 26

-28.32K

0.02%

IEQ CAPITAL, LLC

18.10K

Jun 30, 26

+774

0.02%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

16.55K

Jun 30, 26

0.02%

Kestra Advisory Services, LLC

16.08K

Jun 30, 26

+161

0.02%

MILLENNIUM MANAGEMENT LLC

15.96K

Jun 30, 26

0.02%

Core Wealth Partners LLC

15.71K

Jun 30, 26

0.02%

Robertson Stephens Wealth Management, LLC

15.50K

Jun 30, 26

+15.50K

0.02%

Capital Investment Advisors, LLC

14.18K

Jun 30, 26

0.02%

DECISION INVESTMENTS, INC

14.03K

Jun 30, 26

-2.50K

0.01%

Closed-End Fund Advisors, Inc.

13.97K

Jun 30, 26

+337

0.01%

Coastal Investment Advisors, Inc.

13.65K

Jun 30, 26

0.01%

WHITTIER TRUST CO

13.53K

Jun 30, 26

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

13.33K

Jun 30, 26

-3.66K

0.01%

LYELL WEALTH MANAGEMENT, LP

12.85K

Jun 30, 26

+12.85K

0.01%

MERIDIAN INVESTMENT COUNSEL INC.

12.84K

Jun 30, 26

0.01%

McGowan Group Asset Management, Inc.

12.61K

Jun 30, 26

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

12.38K

Jun 30, 26

+12.38K

0.01%

Almitas Capital LLC

11.90K

Jun 30, 26

0.01%

BANK OF MONTREAL /CAN/

11.60K

Jun 30, 26

-12.65K

0.01%

MATHER GROUP, LLC.

11.37K

Jun 30, 26

-1.62K

0.01%

Allworth Financial LP

10.77K

Jun 30, 26

-649

0.01%

Alessandra Capital Management, LLC

10.69K

Jun 30, 26

0.01%

Perigon Wealth Management, LLC

10.61K

Jun 30, 26

0.01%

Financial Advisors Network, Inc.

10.28K

Jun 30, 26

0.01%

Williams Jones Wealth Management, LLC.

10.28K

Jun 30, 26

0.01%

SHUFRO ROSE & CO LLC

10.00K

Jun 30, 26

-253

0.01%

MERCER GLOBAL ADVISORS INC /ADV

3.81K

Jun 30, 26

-14.82K

0.00%

US BANCORP \DE\

3.62K

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

2.98K

Jun 30, 26

0.00%

Penserra Capital Management LLC

2.92K

Jun 30, 26

+1.95K

0.00%

Atlantic Union Bankshares Corp

1.94K

Jun 30, 26

0.00%

Noble Wealth Management PBC

1.83K

Jun 30, 26

-579

0.00%

Ameritas Investment Partners, Inc.

1.50K

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

1.41K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.40K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

1.30K

Jun 30, 26

+18

0.00%

Smartleaf Asset Management LLC

1.10K

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

1.02K

Jun 30, 26

0.00%

Mosley Wealth Management

946

Jun 30, 26

+23

0.00%

Mascoma Wealth Management LLC

708

Jun 30, 26

0.00%

Nalls Sherbakoff Group, LLC

410

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

395

Jun 30, 26

0.00%

Bullock Wealth Management Group

151

Jun 30, 26

+151

0.00%

Mariner, LLC

Jun 30, 26

-13.34K

Prospera Financial Services Inc

Jun 30, 26

-40.30K

Avantax Planning Partners, Inc.

Jun 30, 26

-18.03K

Golden State Equity Partners

Jun 30, 26

-12.13K

CAPTRUST FINANCIAL ADVISORS

Jun 30, 26

-10.55K

Cheviot Value Management, LLC

Jun 30, 26

-1.72K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-10.80K

Westshore Wealth, LLC

Jun 30, 26

-10.75K

EP Wealth Advisors, LLC

Jun 30, 26

-15.98K

Root Financial Partners, LLC

Jun 30, 26

-1.13K

EVOKE WEALTH, LLC

Jun 30, 26

-401.08K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-17.11K

Octavia Wealth Advisors, LLC

Jun 30, 26

-11.27K

WFA of San Diego, LLC

Jun 30, 26

-2.51K

Vivaldi Capital Management LP

68.30K

Mar 31, 26

+45.28K

0.07%

CWM, LLC

6.31K

Mar 31, 26

+6.31K

0.01%

COMERICA BANK

395

Dec 31, 25

0.00%

Atria Wealth Solutions, Inc.

22.11K

Jun 30, 25

-131.82K

0.02%

AVANTAX ADVISORY SERVICES, INC.

10.48K

Jun 30, 25

+10.48K

0.01%

Sandy Spring Bank

1.94K

Mar 31, 25

0.00%

Southern Style Financial, Inc.

11.65K

Dec 31, 24

+11.65K

0.01%

Householder Group Estate & Retirement Specialist, LLC

1.30K

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

13.19K

Sep 30, 24

-1.55K

0.01%

Raymond James Financial Services Advisors, Inc.

11.89K

Sep 30, 24

-2.09K

0.01%

CTC Capital Management, LLC

10.72K

Mar 31, 23

-7.10K

0.01%

Laurel Wealth Advisors, Inc.

33.73K

Dec 31, 22

0.04%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

94.53K

Sep 30, 22

+2.43K

0.10%

Covington Capital Management

77.31K

Sep 30, 22

0.08%

Garrison Point Capital, LLC

30.32K

Sep 30, 22

0.03%

Corient Capital Partners, LLC

17.23K

Sep 30, 22

0.02%

BREWIN DOLPHIN LTD

2.82K

Jun 30, 22

+2.82K

0.00%

Intersect Capital LLC

Jun 30, 22

-37.78K

NEXT Financial Group, Inc

11.10K

Dec 31, 21

0.01%

REILLY FINANCIAL ADVISORS, LLC

6.80K

Dec 31, 21

0.01%

Advisor Group, Inc.

112.83K

Dec 31, 19

-570

0.12%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.00K

Dec 31, 19

0.00%

Benchmark Capital Advisors

25.00K

Dec 31, 18

0.03%

Commonwealth Equity Services, Inc

33.17K

Jun 30, 17

+277

0.04%

Integrated Wealth Management

16.39K

Mar 31, 17

0.02%

MSI Financial Services Inc

1.71K

Dec 31, 16

0.00%

NEW ENGLAND SECURITIES CORP /MA/

700

Dec 31, 14

+700

0.00%

UBS AG

147.29K

Sep 30, 14

+35.25K

0.16%

STIFEL NICOLAUS & CO INC \MO\

48.73K

Sep 30, 13

+3.23K

0.05%

First Allied Securities, Inc.

14.03K

Jun 30, 12

-5.00K

0.01%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

20.54K

Jun 30, 10

-385

0.02%