BlackRock MuniYield Quality Fund III, Inc.(MYI)

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BlackRock MuniYield Quality Fund III, Inc.(MYI)

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MYI(MYI)

MYI

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 226 Institutional Holders

Holder	Shares	Date	Change	% Held
MELFA WEALTH MANAGEMENT, LLC	385.25K	Jun 30, 26	-33.98K	0.58%
Rareview Capital LLC	385.01K	Jun 30, 26	-76.03K	0.58%
Scarborough Advisors, LLC	169.36K	Jun 30, 26	--	0.25%
Indiana Trust & Investment Management CO	91.25K	Jun 30, 26	--	0.14%
RIVERBRIDGE PARTNERS LLC	71.24K	Jun 30, 26	-2.44K	0.11%
Noble Wealth Management PBC	62.47K	Jun 30, 26	+8.80K	0.09%
Wellspring Financial Advisors, LLC	56.56K	Jun 30, 26	--	0.09%
Atala Financial Inc	54.74K	Jun 30, 26	--	0.08%
EASTERN BANK	46.63K	Jun 30, 26	+18.32K	0.07%
BENJAMIN EDWARDS INC	29.16K	Jun 30, 26	--	0.04%
Cresta Advisors, Ltd.	27.00K	Jun 30, 26	+27.00K	0.04%
River Street Advisors LLC	26.77K	Jun 30, 26	--	0.04%
Worth Asset Management, LLC	23.00K	Jun 30, 26	+23.00K	0.03%
Camelot Portfolios, LLC	19.20K	Jun 30, 26	-1.92K	0.03%
Fortitude Advisory Group L.L.C.	18.01K	Jun 30, 26	--	0.03%
Merit Financial Group, LLC	14.10K	Jun 30, 26	+2.16K	0.02%
CX Institutional	14.00K	Jun 30, 26	--	0.02%
Coastal Investment Advisors, Inc.	13.28K	Jun 30, 26	--	0.02%
Traub Capital Management LLC	12.33K	Jun 30, 26	+12.33K	0.02%
Herold Advisors, Inc.	11.54K	Jun 30, 26	+11.54K	0.02%
CHAPIN DAVIS, INC.	10.50K	Jun 30, 26	--	0.02%
Future Financial Wealth Managment LLC	10.00K	Jun 30, 26	--	0.02%
Citizens National Bank Trust Department	9.83K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	5.76K	Jun 30, 26	+5.01K	0.01%
EverSource Wealth Advisors, LLC	4.17K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	2.26K	Jun 30, 26	+2.26K	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	1.93K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	1.54K	Jun 30, 26	--	0.00%
Mascoma Wealth Management LLC	1.22K	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	500	Jun 30, 26	+500	0.00%
HIGHLINE WEALTH PARTNERS LLC	500	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	79	Jun 30, 26	--	0.00%
Abound Wealth Management	--	Jun 30, 26	-572	--
GHP Investment Advisors, Inc.	--	Jun 30, 26	-1.18K	--
Karpus Management, Inc.	5.68M	Mar 31, 26	+5.30M	8.54%
RIVERNORTH CAPITAL MANAGEMENT, LLC	5.25M	Mar 31, 26	+3.50M	7.91%
MORGAN STANLEY	4.24M	Mar 31, 26	+1.20M	6.37%
SIT INVESTMENT ASSOCIATES INC	2.70M	Mar 31, 26	+2.50M	4.06%
GUGGENHEIM CAPITAL LLC	2.25M	Mar 31, 26	+814.95K	3.39%
ROBINSON CAPITAL MANAGEMENT, LLC	1.62M	Mar 31, 26	+1.10M	2.44%
RAYMOND JAMES FINANCIAL INC	1.60M	Mar 31, 26	+723.36K	2.40%
BANK OF AMERICA CORP /DE/	1.17M	Mar 31, 26	+516.46K	1.77%
STIFEL FINANCIAL CORP	1.08M	Mar 31, 26	+83.57K	1.63%
Advisors Asset Management, Inc.	981.25K	Mar 31, 26	+468.33K	1.48%
VAN ECK ASSOCIATES CORP	948.57K	Mar 31, 26	+444.53K	1.43%
Pathstone Holdings, LLC	895.28K	Mar 31, 26	+879.59K	1.35%
UBS Group AG	858.80K	Mar 31, 26	+221.14K	1.29%
WELLS FARGO & COMPANY/MN	621.38K	Mar 31, 26	+226.21K	0.93%
Allspring Global Investments Holdings, LLC	537.78K	Mar 31, 26	+402.69K	0.81%
LPL Financial LLC	537.25K	Mar 31, 26	+374.23K	0.81%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	527.50K	Mar 31, 26	+136.46K	0.79%
MACKAY SHIELDS LLC	526.26K	Mar 31, 26	+526.26K	0.79%
Allianz Asset Management GmbH	490.93K	Mar 31, 26	--	0.74%
Rockefeller Capital Management L.P.	449.60K	Mar 31, 26	+200.30K	0.68%
MELFA WEALTH MANAGEMENT, LLC	419.23K	Mar 31, 26	+182.88K	0.63%
Capital Investment Advisors, LLC	401.14K	Mar 31, 26	+176.88K	0.60%
COHEN & STEERS, INC.	392.15K	Mar 31, 26	+225.40K	0.59%
ROYAL BANK OF CANADA	349.62K	Mar 31, 26	+129.41K	0.53%
Invesco Ltd.	340.60K	Mar 31, 26	+164.27K	0.51%
Leo Wealth, LLC	274.88K	Mar 31, 26	+274.88K	0.41%
COMMONWEALTH EQUITY SERVICES, LLC	271.26K	Mar 31, 26	+79.27K	0.41%
Fiera Capital Corp	237.35K	Mar 31, 26	-190.62K	0.36%
1607 Capital Partners, LLC	209.51K	Mar 31, 26	+209.51K	0.32%
HORIZON KINETICS ASSET MANAGEMENT LLC	207.99K	Mar 31, 26	+105.89K	0.31%
KIM, LLC	204.19K	Mar 31, 26	--	0.31%
PNC FINANCIAL SERVICES GROUP, INC.	192.25K	Mar 31, 26	+107.93K	0.29%
Coastal Bridge Advisors, LLC	174.43K	Mar 31, 26	+460	0.26%
AMERIPRISE FINANCIAL INC	163.85K	Mar 31, 26	+138.37K	0.25%
Dakota Wealth Management	144.65K	Mar 31, 26	+144.65K	0.22%
BALYASNY ASSET MANAGEMENT L.P.	134.81K	Mar 31, 26	-5.30K	0.20%
Concurrent Investment Advisors, LLC	130.18K	Mar 31, 26	+92.71K	0.20%
TORONTO DOMINION BANK	124.53K	Mar 31, 26	+124.53K	0.19%
Westchester Capital Management, LLC	112.44K	Mar 31, 26	+61.25K	0.17%
HighTower Advisors, LLC	111.32K	Mar 31, 26	+44.58K	0.17%
Summit Trail Advisors, LLC	104.48K	Mar 31, 26	+83.23K	0.16%
Bank of New York Mellon Corp	97.15K	Mar 31, 26	+97.15K	0.15%
Chicago Partners Investment Group LLC	68.02K	Mar 31, 26	+68.02K	0.10%
Moors & Cabot, Inc.	67.93K	Mar 31, 26	+35.04K	0.10%
Advisory Services Network, LLC	67.04K	Mar 31, 26	+8.24K	0.10%
Lido Advisors, LLC	66.88K	Mar 31, 26	+66.88K	0.10%
Ackerman Capital Advisors, LLC	61.21K	Mar 31, 26	+45.64K	0.09%
Callahan Advisors, LLC	55.69K	Mar 31, 26	+55.69K	0.08%
JANE STREET GROUP, LLC	53.54K	Mar 31, 26	-45.31K	0.08%
OPPENHEIMER & CO INC	51.60K	Mar 31, 26	+51.60K	0.08%
HOLLENCREST CAPITAL MANAGEMENT	46.28K	Mar 31, 26	+23.38K	0.07%
Kestra Advisory Services, LLC	44.48K	Mar 31, 26	+28.60K	0.07%
Cambridge Investment Research Advisors, Inc.	43.56K	Mar 31, 26	+43.56K	0.07%
ADVISOR GROUP HOLDINGS, INC.	43.41K	Mar 31, 26	+20.32K	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	41.63K	Mar 31, 26	+19.08K	0.06%
Cetera Investment Advisers	39.14K	Mar 31, 26	+16.93K	0.06%
Kapstone Financial Advisors LLC	38.63K	Mar 31, 26	+38.63K	0.06%
Integrated Wealth Concepts LLC	37.43K	Mar 31, 26	+37.43K	0.06%
Stratos Wealth Partners, LTD.	36.81K	Mar 31, 26	+36.81K	0.06%
Nuveen, LLC	36.30K	Mar 31, 26	+36.30K	0.05%
U.S. Capital Wealth Advisors, LLC	31.61K	Mar 31, 26	+31.61K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	29.25K	Mar 31, 26	+8.26K	0.04%
Yakira Capital Management, Inc.	28.66K	Mar 31, 26	+28.66K	0.04%
Steward Partners Investment Advisory, LLC	27.21K	Mar 31, 26	+12.04K	0.04%
Verdence Capital Advisors LLC	26.96K	Mar 31, 26	+26.96K	0.04%
SFMG, LLC	26.64K	Mar 31, 26	+13.12K	0.04%
US BANCORP \DE\	26.62K	Mar 31, 26	+4.08K	0.04%
NORTHERN TRUST CORP	26.49K	Mar 31, 26	+26.49K	0.04%
Davis Investment Partners, LLC	25.84K	Mar 31, 26	+25.84K	0.04%
Daner Wealth Management, LLC	20.42K	Mar 31, 26	--	0.03%
Ashton Thomas Private Wealth, LLC	19.50K	Mar 31, 26	-18.78K	0.03%
Private Advisor Group, LLC	19.10K	Mar 31, 26	--	0.03%
CENTRAL TRUST Co	19.00K	Mar 31, 26	+19.00K	0.03%
TRUIST FINANCIAL CORP	18.98K	Mar 31, 26	+18.98K	0.03%
M&T BANK CORP	16.68K	Mar 31, 26	+16.68K	0.03%
Mariner, LLC	16.45K	Mar 31, 26	+64	0.02%
Equitable Holdings, Inc.	16.20K	Mar 31, 26	+300	0.02%
CHOREO, LLC	16.01K	Mar 31, 26	+16.01K	0.02%
NOMURA HOLDINGS INC	16.00K	Mar 31, 26	+16.00K	0.02%
FIRST TRUST ADVISORS LP	15.75K	Mar 31, 26	--	0.02%
Savvy Advisors, Inc.	15.42K	Mar 31, 26	+15.42K	0.02%
Disciplined Investors, L.L.C.	14.50K	Mar 31, 26	--	0.02%
Virtu Financial LLC	14.50K	Mar 31, 26	-26.84K	0.02%
Aviance Capital Partners, LLC	14.35K	Mar 31, 26	+14.35K	0.02%
GOLDMAN SACHS GROUP INC	12.95K	Mar 31, 26	+2.49K	0.02%
ALESCO ADVISORS LLC	11.80K	Mar 31, 26	--	0.02%
ROTHSCHILD INVESTMENT LLC	11.50K	Mar 31, 26	--	0.02%
Creative Planning	10.99K	Mar 31, 26	+976	0.02%
CITADEL ADVISORS LLC	10.39K	Mar 31, 26	-7.81K	0.02%
NWF Advisory Services Inc.	10.12K	Mar 31, 26	+10.12K	0.02%
Chung Wu Investment Group, LLC	10.00K	Mar 31, 26	--	0.02%
COMMERCE BANK	10.00K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	8.20K	Mar 31, 26	+8.20K	0.01%
Gould Capital, LLC	6.35K	Mar 31, 26	--	0.01%
BOKF, NA	6.20K	Mar 31, 26	+6.20K	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	5.22K	Mar 31, 26	+5.22K	0.01%
HARBOUR INVESTMENTS, INC.	5.20K	Mar 31, 26	--	0.01%
NewEdge Advisors, LLC	5.13K	Mar 31, 26	-69.13K	0.01%
CWM, LLC	4.22K	Mar 31, 26	+4.22K	0.01%
Geneos Wealth Management Inc.	4.04K	Mar 31, 26	+4.04K	0.01%
Anchor Investment Management, LLC	4.00K	Mar 31, 26	+726	0.01%
BESSEMER GROUP INC	3.50K	Mar 31, 26	--	0.01%
Ameritas Advisory Services, LLC	3.16K	Mar 31, 26	+3.16K	0.00%
Larson Financial Group LLC	3.16K	Mar 31, 26	+3.16K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.75K	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	2.36K	Mar 31, 26	+1.28K	0.00%
Allworth Financial LP	2.01K	Mar 31, 26	+2.01K	0.00%
ORG Wealth Partners, LLC	2.00K	Mar 31, 26	+1.02K	0.00%
PRIVATE TRUST CO NA	1.96K	Mar 31, 26	+1.96K	0.00%
Capital Analysts, LLC	1.72K	Mar 31, 26	+1.28K	0.00%
Penserra Capital Management LLC	992	Mar 31, 26	+992	0.00%
BlackRock, Inc.	715	Mar 31, 26	+715	0.00%
BROWN, LISLE/CUMMINGS, INC.	655	Mar 31, 26	+655	0.00%
WPG Advisers, LLC	655	Mar 31, 26	+351	0.00%
DELTA ASSET MANAGEMENT LLC/TN	296	Mar 31, 26	+296	0.00%
Smartleaf Asset Management LLC	244	Mar 31, 26	+244	0.00%
MATHER GROUP, LLC.	212	Mar 31, 26	+212	0.00%
Western Wealth Management, LLC	97	Mar 31, 26	+97	0.00%
Elyxium Wealth, LLC	--	Mar 31, 26	-6.32K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-28.42K	--
Prestige Wealth Management Group LLC	--	Mar 31, 26	-2.49K	--
Permanent Capital Management, LP	--	Mar 31, 26	-12.84K	--
HRT FINANCIAL LP	--	Mar 31, 26	-33.68K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-13.66K	--
Colony Group, LLC	--	Mar 31, 26	-10.00K	--
Crescent Grove Advisors, LLC	--	Mar 31, 26	-31.35K	--
Logan Stone Capital, LLC	--	Mar 31, 26	-43.60K	--
First Western Trust Bank	--	Mar 31, 26	-39.22K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-32.79K	--
XTX Topco Ltd	--	Mar 31, 26	-28.31K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-10.17K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-39.53K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Mar 31, 26	-2.88K	--
Pathway Financial Advisers, LLC	--	Mar 31, 26	-20.87K	--
Cerity Partners LLC	--	Mar 31, 26	-13.34K	--
COMERICA BANK	6.58K	Dec 31, 25	+6.55K	0.01%
TRUST CO OF VERMONT	2.30K	Dec 31, 25	+2.30K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-97	--
Bard Financial Services, Inc.	27.50K	Sep 30, 25	-12.50K	0.04%
Sonora Investment Management Group, LLC	10.00K	Sep 30, 25	--	0.02%
Atria Wealth Solutions, Inc.	32.01K	Jun 30, 25	--	0.05%
CAROLINAS WEALTH CONSULTING LLC	5.00K	Mar 31, 25	+5.00K	0.01%
TrinityPoint Wealth, LLC	91.56K	Dec 31, 24	+2.88K	0.14%
Fairhaven Wealth Management, LLC	13.31K	Dec 31, 24	--	0.02%
RAYMOND JAMES & ASSOCIATES	439.42K	Sep 30, 24	+12.34K	0.66%
Raymond James Financial Services Advisors, Inc.	395.22K	Sep 30, 24	+130.26K	0.59%
All Season Financial Advisors, Inc.	20.13K	Sep 30, 24	+6.14K	0.03%
FinTrust Capital Advisors, LLC	1.72K	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	4.00K	Jun 30, 24	--	0.01%
CAMBRIDGE TRUST CO	57.01K	Mar 31, 24	+11.05K	0.09%
Cetera Advisor Networks LLC	16.84K	Mar 31, 24	-336	0.03%
Cetera Advisors LLC	16.67K	Mar 31, 24	+16.67K	0.03%
Bartlett & Co. LLC	1.44K	Dec 31, 23	--	0.00%
ADVISOR PARTNERS II, LLC	416.53K	Sep 30, 23	+416.53K	0.63%
GOODWIN DANIEL L	103.21K	Sep 30, 23	+300	0.16%
PATHSTONE FAMILY OFFICE, LLC	22.30K	Sep 30, 23	+22.30K	0.03%
Veritable, L.P.	15.70K	Jun 30, 23	--	0.02%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-3.01K	--
Hightower 6M Holding, LLC	85.27K	Sep 30, 22	+85.27K	0.13%
EATON VANCE MANAGEMENT	33.50K	Sep 30, 22	-2.00K	0.05%
Corient Capital Partners, LLC	19.41K	Sep 30, 22	--	0.03%
CADENCE BANK NA	--	Sep 30, 22	-10.48K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4.02M	Mar 31, 22	+481.60K	6.04%
6 Meridian	54.77K	Dec 31, 21	-6.04K	0.08%
Investors Financial Group, LLC	11.60K	Dec 31, 21	--	0.02%
REILLY FINANCIAL ADVISORS, LLC	622	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	102.07K	Sep 30, 21	+40.21K	0.15%
Sonora Investment Management, LLC	10.00K	Sep 30, 21	--	0.02%
Pinnacle Wealth Advisors	3.70K	Jun 30, 21	+3.70K	0.01%
First Allied Advisory Services, Inc.	10.47K	Sep 30, 20	+10.47K	0.02%
TCG Advisors, LP	--	Sep 30, 20	-18.14K	--
TRUEWEALTH LLC	500	Jun 30, 20	--	0.00%
Advisor Group, Inc.	32.02K	Dec 31, 19	+21.60K	0.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.	29.74K	Dec 31, 19	+2.04K	0.04%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	11.94K	Dec 31, 19	--	0.02%
Sound View Wealth Advisors, LLC	22.48K	Mar 31, 19	-968	0.03%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	206.24K	Dec 31, 18	+206.24K	0.31%
Horizon Kinetics LLC	42.98K	Dec 31, 18	--	0.06%
Portfolio Strategies Inc	--	Dec 31, 17	-11.15K	--
Commonwealth Equity Services, Inc	32.81K	Jun 30, 17	-2.12K	0.05%
FIRST FINANCIAL EQUITY CORPORATION	12.15K	Mar 31, 17	+12.15K	0.02%
LBA Wealth Management, LLC	700	Mar 31, 17	--	0.00%
MSI Financial Services Inc	59.93K	Dec 31, 16	+2.59K	0.09%
Gupta Wealth Management LLC	--	Mar 31, 16	-2.40K	--
COHEN & STEERS CAPITAL MANAGEMENT INC	205.29K	Mar 31, 15	+205.29K	0.31%
NEW ENGLAND SECURITIES CORP /MA/	200	Dec 31, 14	--	0.00%
UBS AG	1.43M	Sep 30, 14	+213.61K	2.15%
Jane Street Holding, LLC	--	Dec 31, 13	-67.48K	--
STIFEL NICOLAUS & CO INC \MO\	65.52K	Sep 30, 13	+3.75K	0.10%
KNIGHT CAPITAL GROUP LLC	17.86K	Jun 30, 13	+17.86K	0.03%
First Allied Securities, Inc.	80.37K	Jun 30, 12	-13.61K	0.12%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	113.40K	Jun 30, 10	-42.07K	0.17%

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Holder

Date

Change

% Held

MELFA WEALTH MANAGEMENT, LLC

385.25K

Jun 30, 26

-33.98K

0.58%

Rareview Capital LLC

385.01K

Jun 30, 26

-76.03K

0.58%

Scarborough Advisors, LLC

169.36K

Jun 30, 26

0.25%

Indiana Trust & Investment Management CO

91.25K

Jun 30, 26

0.14%

RIVERBRIDGE PARTNERS LLC

71.24K

Jun 30, 26

-2.44K

0.11%

Noble Wealth Management PBC

62.47K

Jun 30, 26

+8.80K

0.09%

Wellspring Financial Advisors, LLC

56.56K

Jun 30, 26

0.09%

Atala Financial Inc

54.74K

Jun 30, 26

0.08%

EASTERN BANK

46.63K

Jun 30, 26

+18.32K

0.07%

BENJAMIN EDWARDS INC

29.16K

Jun 30, 26

0.04%

Cresta Advisors, Ltd.

27.00K

Jun 30, 26

+27.00K

0.04%

River Street Advisors LLC

26.77K

Jun 30, 26

0.04%

Worth Asset Management, LLC

23.00K

Jun 30, 26

+23.00K

0.03%

Camelot Portfolios, LLC

19.20K

Jun 30, 26

-1.92K

0.03%

Fortitude Advisory Group L.L.C.

18.01K

Jun 30, 26

0.03%

Merit Financial Group, LLC

14.10K

Jun 30, 26

+2.16K

0.02%

CX Institutional

14.00K

Jun 30, 26

0.02%

Coastal Investment Advisors, Inc.

13.28K

Jun 30, 26

0.02%

Traub Capital Management LLC

12.33K

Jun 30, 26

+12.33K

0.02%

Herold Advisors, Inc.

11.54K

Jun 30, 26

+11.54K

0.02%

CHAPIN DAVIS, INC.

10.50K

Jun 30, 26

0.02%

Future Financial Wealth Managment LLC

10.00K

Jun 30, 26

0.02%

Citizens National Bank Trust Department

9.83K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

5.76K

Jun 30, 26

+5.01K

0.01%

EverSource Wealth Advisors, LLC

4.17K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

2.26K

Jun 30, 26

+2.26K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.93K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

1.54K

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

1.22K

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

500

Jun 30, 26

+500

0.00%

HIGHLINE WEALTH PARTNERS LLC

500

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

-572

GHP Investment Advisors, Inc.

Jun 30, 26

-1.18K

Karpus Management, Inc.

5.68M

Mar 31, 26

+5.30M

8.54%

RIVERNORTH CAPITAL MANAGEMENT, LLC

5.25M

Mar 31, 26

+3.50M

7.91%

MORGAN STANLEY

4.24M

Mar 31, 26

+1.20M

6.37%

SIT INVESTMENT ASSOCIATES INC

2.70M

Mar 31, 26

+2.50M

4.06%

GUGGENHEIM CAPITAL LLC

2.25M

Mar 31, 26

+814.95K

3.39%

ROBINSON CAPITAL MANAGEMENT, LLC

1.62M

Mar 31, 26

+1.10M

2.44%

RAYMOND JAMES FINANCIAL INC

1.60M

Mar 31, 26

+723.36K

2.40%

BANK OF AMERICA CORP /DE/

1.17M

Mar 31, 26

+516.46K

1.77%

STIFEL FINANCIAL CORP

1.08M

Mar 31, 26

+83.57K

1.63%

Advisors Asset Management, Inc.

981.25K

Mar 31, 26

+468.33K

1.48%

VAN ECK ASSOCIATES CORP

948.57K

Mar 31, 26

+444.53K

1.43%

Pathstone Holdings, LLC

895.28K

Mar 31, 26

+879.59K

1.35%

UBS Group AG

858.80K

Mar 31, 26

+221.14K

1.29%

WELLS FARGO & COMPANY/MN

621.38K

Mar 31, 26

+226.21K

0.93%

Allspring Global Investments Holdings, LLC

537.78K

Mar 31, 26

+402.69K

0.81%

LPL Financial LLC

537.25K

Mar 31, 26

+374.23K

0.81%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

527.50K

Mar 31, 26

+136.46K

0.79%

MACKAY SHIELDS LLC

526.26K

Mar 31, 26

+526.26K

0.79%

Allianz Asset Management GmbH

490.93K

Mar 31, 26

0.74%

Rockefeller Capital Management L.P.

449.60K

Mar 31, 26

+200.30K

0.68%

MELFA WEALTH MANAGEMENT, LLC

419.23K

Mar 31, 26

+182.88K

0.63%

Capital Investment Advisors, LLC

401.14K

Mar 31, 26

+176.88K

0.60%

COHEN & STEERS, INC.

392.15K

Mar 31, 26

+225.40K

0.59%

ROYAL BANK OF CANADA

349.62K

Mar 31, 26

+129.41K

0.53%

Invesco Ltd.

340.60K

Mar 31, 26

+164.27K

0.51%

Leo Wealth, LLC

274.88K

Mar 31, 26

+274.88K

0.41%

COMMONWEALTH EQUITY SERVICES, LLC

271.26K

Mar 31, 26

+79.27K

0.41%

Fiera Capital Corp

237.35K

Mar 31, 26

-190.62K

0.36%

1607 Capital Partners, LLC

209.51K

Mar 31, 26

+209.51K

0.32%

HORIZON KINETICS ASSET MANAGEMENT LLC

207.99K

Mar 31, 26

+105.89K

0.31%

KIM, LLC

204.19K

Mar 31, 26

0.31%

PNC FINANCIAL SERVICES GROUP, INC.

192.25K

Mar 31, 26

+107.93K

0.29%

Coastal Bridge Advisors, LLC

174.43K

Mar 31, 26

+460

0.26%

AMERIPRISE FINANCIAL INC

163.85K

Mar 31, 26

+138.37K

0.25%

Dakota Wealth Management

144.65K

Mar 31, 26

+144.65K

0.22%

BALYASNY ASSET MANAGEMENT L.P.

134.81K

Mar 31, 26

-5.30K

0.20%

Concurrent Investment Advisors, LLC

130.18K

Mar 31, 26

+92.71K

0.20%

TORONTO DOMINION BANK

124.53K

Mar 31, 26

+124.53K

0.19%

Westchester Capital Management, LLC

112.44K

Mar 31, 26

+61.25K

0.17%

HighTower Advisors, LLC

111.32K

Mar 31, 26

+44.58K

0.17%

Summit Trail Advisors, LLC

104.48K

Mar 31, 26

+83.23K

0.16%

Bank of New York Mellon Corp

97.15K

Mar 31, 26

+97.15K

0.15%

Chicago Partners Investment Group LLC

68.02K

Mar 31, 26

+68.02K

0.10%

Moors & Cabot, Inc.

67.93K

Mar 31, 26

+35.04K

0.10%

Advisory Services Network, LLC

67.04K

Mar 31, 26

+8.24K

0.10%

Lido Advisors, LLC

66.88K

Mar 31, 26

+66.88K

0.10%

Ackerman Capital Advisors, LLC

61.21K

Mar 31, 26

+45.64K

0.09%

Callahan Advisors, LLC

55.69K

Mar 31, 26

+55.69K

0.08%

JANE STREET GROUP, LLC

53.54K

Mar 31, 26

-45.31K

0.08%

OPPENHEIMER & CO INC

51.60K

Mar 31, 26

+51.60K

0.08%

HOLLENCREST CAPITAL MANAGEMENT

46.28K

Mar 31, 26

+23.38K

0.07%

Kestra Advisory Services, LLC

44.48K

Mar 31, 26

+28.60K

0.07%

Cambridge Investment Research Advisors, Inc.

43.56K

Mar 31, 26

+43.56K

0.07%

ADVISOR GROUP HOLDINGS, INC.

43.41K

Mar 31, 26

+20.32K

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

41.63K

Mar 31, 26

+19.08K

0.06%

Cetera Investment Advisers

39.14K

Mar 31, 26

+16.93K

0.06%

Kapstone Financial Advisors LLC

38.63K

Mar 31, 26

+38.63K

0.06%

Integrated Wealth Concepts LLC

37.43K

Mar 31, 26

+37.43K

0.06%

Stratos Wealth Partners, LTD.

36.81K

Mar 31, 26

+36.81K

0.06%

Nuveen, LLC

36.30K

Mar 31, 26

+36.30K

0.05%

U.S. Capital Wealth Advisors, LLC

31.61K

Mar 31, 26

+31.61K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

29.25K

Mar 31, 26

+8.26K

0.04%

Yakira Capital Management, Inc.

28.66K

Mar 31, 26

+28.66K

0.04%

Steward Partners Investment Advisory, LLC

27.21K

Mar 31, 26

+12.04K

0.04%

Verdence Capital Advisors LLC

26.96K

Mar 31, 26

+26.96K

0.04%

SFMG, LLC

26.64K

Mar 31, 26

+13.12K

0.04%

US BANCORP \DE\

26.62K

Mar 31, 26

+4.08K

0.04%

NORTHERN TRUST CORP

26.49K

Mar 31, 26

+26.49K

0.04%

Davis Investment Partners, LLC

25.84K

Mar 31, 26

+25.84K

0.04%

Daner Wealth Management, LLC

20.42K

Mar 31, 26

0.03%

Ashton Thomas Private Wealth, LLC

19.50K

Mar 31, 26

-18.78K

0.03%

Private Advisor Group, LLC

19.10K

Mar 31, 26

0.03%

CENTRAL TRUST Co

19.00K

Mar 31, 26

+19.00K

0.03%

TRUIST FINANCIAL CORP

18.98K

Mar 31, 26

+18.98K

0.03%

M&T BANK CORP

16.68K

Mar 31, 26

+16.68K

0.03%

Mariner, LLC

16.45K

Mar 31, 26

+64

0.02%

Equitable Holdings, Inc.

16.20K

Mar 31, 26

+300

0.02%

CHOREO, LLC

16.01K

Mar 31, 26

+16.01K

0.02%

NOMURA HOLDINGS INC

16.00K

Mar 31, 26

+16.00K

0.02%

FIRST TRUST ADVISORS LP

15.75K

Mar 31, 26

0.02%

Savvy Advisors, Inc.

15.42K

Mar 31, 26

+15.42K

0.02%

Disciplined Investors, L.L.C.

14.50K

Mar 31, 26

0.02%

Virtu Financial LLC

14.50K

Mar 31, 26

-26.84K

0.02%

Aviance Capital Partners, LLC

14.35K

Mar 31, 26

+14.35K

0.02%

GOLDMAN SACHS GROUP INC

12.95K

Mar 31, 26

+2.49K

0.02%

ALESCO ADVISORS LLC

11.80K

Mar 31, 26

0.02%

ROTHSCHILD INVESTMENT LLC

11.50K

Mar 31, 26

0.02%

Creative Planning

10.99K

Mar 31, 26

+976

0.02%

CITADEL ADVISORS LLC

10.39K

Mar 31, 26

-7.81K

0.02%

NWF Advisory Services Inc.

10.12K

Mar 31, 26

+10.12K

0.02%

Chung Wu Investment Group, LLC

10.00K

Mar 31, 26

0.02%

COMMERCE BANK

10.00K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

8.20K

Mar 31, 26

+8.20K

0.01%

Gould Capital, LLC

6.35K

Mar 31, 26

0.01%

BOKF, NA

6.20K

Mar 31, 26

+6.20K

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

5.22K

Mar 31, 26

+5.22K

0.01%

HARBOUR INVESTMENTS, INC.

5.20K

Mar 31, 26

0.01%

NewEdge Advisors, LLC

5.13K

Mar 31, 26

-69.13K

0.01%

CWM, LLC

4.22K

Mar 31, 26

+4.22K

0.01%

Geneos Wealth Management Inc.

4.04K

Mar 31, 26

+4.04K

0.01%

Anchor Investment Management, LLC

4.00K

Mar 31, 26

+726

0.01%

BESSEMER GROUP INC

3.50K

Mar 31, 26

0.01%

Ameritas Advisory Services, LLC

3.16K

Mar 31, 26

+3.16K

0.00%

Larson Financial Group LLC

3.16K

Mar 31, 26

+3.16K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.75K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

2.36K

Mar 31, 26

+1.28K

0.00%

Allworth Financial LP

2.01K

Mar 31, 26

+2.01K

0.00%

ORG Wealth Partners, LLC

2.00K

Mar 31, 26

+1.02K

0.00%

PRIVATE TRUST CO NA

1.96K

Mar 31, 26

+1.96K

0.00%

Capital Analysts, LLC

1.72K

Mar 31, 26

+1.28K

0.00%

Penserra Capital Management LLC

992

Mar 31, 26

+992

0.00%

BlackRock, Inc.

715

Mar 31, 26

+715

0.00%

BROWN, LISLE/CUMMINGS, INC.

655

Mar 31, 26

+655

0.00%

WPG Advisers, LLC

655

Mar 31, 26

+351

0.00%

DELTA ASSET MANAGEMENT LLC/TN

296

Mar 31, 26

+296

0.00%

Smartleaf Asset Management LLC

244

Mar 31, 26

+244

0.00%

MATHER GROUP, LLC.

212

Mar 31, 26

+212

0.00%

Western Wealth Management, LLC

Mar 31, 26

+97

0.00%

Elyxium Wealth, LLC

Mar 31, 26

-6.32K

Janney Montgomery Scott LLC

Mar 31, 26

-28.42K

Prestige Wealth Management Group LLC

Mar 31, 26

-2.49K

Permanent Capital Management, LP

Mar 31, 26

-12.84K

HRT FINANCIAL LP

Mar 31, 26

-33.68K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-13.66K

Colony Group, LLC

Mar 31, 26

-10.00K

Crescent Grove Advisors, LLC

Mar 31, 26

-31.35K

Logan Stone Capital, LLC

Mar 31, 26

-43.60K

First Western Trust Bank

Mar 31, 26

-39.22K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-32.79K

XTX Topco Ltd

Mar 31, 26

-28.31K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-10.17K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-39.53K

WOLVERINE ASSET MANAGEMENT LLC

Mar 31, 26

-2.88K

Pathway Financial Advisers, LLC

Mar 31, 26

-20.87K

Cerity Partners LLC

Mar 31, 26

-13.34K

COMERICA BANK

6.58K

Dec 31, 25

+6.55K

0.01%

TRUST CO OF VERMONT

2.30K

Dec 31, 25

+2.30K

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-97

Bard Financial Services, Inc.

27.50K

Sep 30, 25

-12.50K

0.04%

Sonora Investment Management Group, LLC

10.00K

Sep 30, 25

0.02%

Atria Wealth Solutions, Inc.

32.01K

Jun 30, 25

0.05%

CAROLINAS WEALTH CONSULTING LLC

5.00K

Mar 31, 25

+5.00K

0.01%

TrinityPoint Wealth, LLC

91.56K

Dec 31, 24

+2.88K

0.14%

Fairhaven Wealth Management, LLC

13.31K

Dec 31, 24

0.02%

RAYMOND JAMES & ASSOCIATES

439.42K

Sep 30, 24

+12.34K

0.66%

Raymond James Financial Services Advisors, Inc.

395.22K

Sep 30, 24

+130.26K

0.59%

All Season Financial Advisors, Inc.

20.13K

Sep 30, 24

+6.14K

0.03%

FinTrust Capital Advisors, LLC

1.72K

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

4.00K

Jun 30, 24

0.01%

CAMBRIDGE TRUST CO

57.01K

Mar 31, 24

+11.05K

0.09%

Cetera Advisor Networks LLC

16.84K

Mar 31, 24

-336

0.03%

Cetera Advisors LLC

16.67K

Mar 31, 24

+16.67K

0.03%

Bartlett & Co. LLC

1.44K

Dec 31, 23

0.00%

ADVISOR PARTNERS II, LLC

416.53K

Sep 30, 23

+416.53K

0.63%

GOODWIN DANIEL L

103.21K

Sep 30, 23

+300

0.16%

PATHSTONE FAMILY OFFICE, LLC

22.30K

Sep 30, 23

+22.30K

0.03%

Veritable, L.P.

15.70K

Jun 30, 23

0.02%

BDO Wealth Advisors, LLC

Jun 30, 23

-3.01K

Hightower 6M Holding, LLC

85.27K

Sep 30, 22

+85.27K

0.13%

EATON VANCE MANAGEMENT

33.50K

Sep 30, 22

-2.00K

0.05%

Corient Capital Partners, LLC

19.41K

Sep 30, 22

0.03%

CADENCE BANK NA

Sep 30, 22

-10.48K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.02M

Mar 31, 22

+481.60K

6.04%

6 Meridian

54.77K

Dec 31, 21

-6.04K

0.08%

Investors Financial Group, LLC

11.60K

Dec 31, 21

0.02%

REILLY FINANCIAL ADVISORS, LLC

622

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

102.07K

Sep 30, 21

+40.21K

0.15%

Sonora Investment Management, LLC

10.00K

Sep 30, 21

0.02%

Pinnacle Wealth Advisors

3.70K

Jun 30, 21

+3.70K

0.01%

First Allied Advisory Services, Inc.

10.47K

Sep 30, 20

+10.47K

0.02%

TCG Advisors, LP

Sep 30, 20

-18.14K

TRUEWEALTH LLC

500

Jun 30, 20

0.00%

Advisor Group, Inc.

32.02K

Dec 31, 19

+21.60K

0.05%

LADENBURG THALMANN FINANCIAL SERVICES INC.

29.74K

Dec 31, 19

+2.04K

0.04%

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

11.94K

Dec 31, 19

0.02%

Sound View Wealth Advisors, LLC

22.48K

Mar 31, 19

-968

0.03%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

206.24K

Dec 31, 18

+206.24K

0.31%

Horizon Kinetics LLC

42.98K

Dec 31, 18

0.06%

Portfolio Strategies Inc

Dec 31, 17

-11.15K

Commonwealth Equity Services, Inc

32.81K

Jun 30, 17

-2.12K

0.05%

FIRST FINANCIAL EQUITY CORPORATION

12.15K

Mar 31, 17

+12.15K

0.02%

LBA Wealth Management, LLC

700

Mar 31, 17

0.00%

MSI Financial Services Inc

59.93K

Dec 31, 16

+2.59K

0.09%

Gupta Wealth Management LLC

Mar 31, 16

-2.40K

COHEN & STEERS CAPITAL MANAGEMENT INC

205.29K

Mar 31, 15

+205.29K

0.31%

NEW ENGLAND SECURITIES CORP /MA/

200

Dec 31, 14

0.00%

UBS AG

1.43M

Sep 30, 14

+213.61K

2.15%

Jane Street Holding, LLC

Dec 31, 13

-67.48K

STIFEL NICOLAUS & CO INC \MO\

65.52K

Sep 30, 13

+3.75K

0.10%

KNIGHT CAPITAL GROUP LLC

17.86K

Jun 30, 13

+17.86K

0.03%

First Allied Securities, Inc.

80.37K

Jun 30, 12

-13.61K

0.12%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

113.40K

Jun 30, 10

-42.07K

0.17%