TSLX(TSLX)
TSLX
Institutional Ownership
Top 331 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CUSTOM INDEX SYSTEMS, LLC | 14.88M | Mar 31, 26 | +14.88M | 15.66% |
| STRS OHIO | 4.35M | Mar 31, 26 | +2.19M | 4.58% |
| Sixth Street Partners Management Company, L.P. | 2.71M | Mar 31, 26 | -- | 2.86% |
| Sound Income Strategies, LLC | 2.57M | Mar 31, 26 | +59.94K | 2.71% |
| Progeny 3, Inc. | 2.48M | Mar 31, 26 | -- | 2.61% |
| OMERS ADMINISTRATION Corp | 1.96M | Mar 31, 26 | +1.49M | 2.06% |
| UBS Group AG | 1.86M | Mar 31, 26 | +242.11K | 1.96% |
| VAN ECK ASSOCIATES CORP | 1.85M | Mar 31, 26 | -495.24K | 1.94% |
| Allen Investment Management LLC | 1.40M | Mar 31, 26 | -164.29K | 1.47% |
| ARES MANAGEMENT LLC | 1.35M | Mar 31, 26 | -- | 1.43% |
| WELLS FARGO & COMPANY/MN | 1.34M | Mar 31, 26 | +67.81K | 1.41% |
| MORGAN STANLEY | 1.33M | Mar 31, 26 | -1.06M | 1.40% |
| Cerity Partners LLC | 1.14M | Mar 31, 26 | +751.23K | 1.20% |
| Callodine Capital Management, LP | 1.13M | Mar 31, 26 | +27.53K | 1.19% |
| Muzinich & Co., Inc. | 1.05M | Mar 31, 26 | +54.10K | 1.10% |
| RAYMOND JAMES FINANCIAL INC | 918.58K | Mar 31, 26 | +22.46K | 0.97% |
| LSV ASSET MANAGEMENT | 789.11K | Mar 31, 26 | -2.10K | 0.83% |
| Advisors Capital Management, LLC | 785.49K | Mar 31, 26 | +18.00K | 0.83% |
| Sumitomo Mitsui Trust Holdings, Inc. | 770.17K | Mar 31, 26 | +29.05K | 0.81% |
| STIFEL FINANCIAL CORP | 750.75K | Mar 31, 26 | +123.78K | 0.79% |
| BANK OF AMERICA CORP /DE/ | 735.73K | Mar 31, 26 | -16.91K | 0.77% |
| Legal & General Group Plc | 732.65K | Mar 31, 26 | +67.30K | 0.77% |
| TECTONIC ADVISORS LLC | 728.10K | Mar 31, 26 | +110.62K | 0.77% |
| LPL Financial LLC | 672.74K | Mar 31, 26 | -21.07K | 0.71% |
| SCS Capital Management LLC | 666.38K | Mar 31, 26 | +16.49K | 0.70% |
| JPMORGAN CHASE & CO | 641.45K | Mar 31, 26 | -292.79K | 0.68% |
| GOLDMAN SACHS GROUP INC | 639.76K | Mar 31, 26 | +15.56K | 0.67% |
| ENVESTNET ASSET MANAGEMENT INC | 639.39K | Mar 31, 26 | +6.23K | 0.67% |
| Qube Research & Technologies Ltd | 611.80K | Mar 31, 26 | +342.23K | 0.64% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 611.05K | Mar 31, 26 | +611.05K | 0.64% |
| Melia Wealth LLC | 611.04K | Mar 31, 26 | -6.16K | 0.64% |
| FRANKLIN RESOURCES INC | 610.01K | Mar 31, 26 | +38.85K | 0.64% |
| Cetera Investment Advisers | 598.35K | Mar 31, 26 | +4.47K | 0.63% |
| Columbus Macro, LLC | 549.17K | Mar 31, 26 | +2.01K | 0.58% |
| Neuberger Berman Group LLC | 521.82K | Mar 31, 26 | -4.41K | 0.55% |
| Gilman Hill Asset Management, LLC | 483.94K | Mar 31, 26 | +9.58K | 0.51% |
| Cresset Asset Management, LLC | 467.47K | Mar 31, 26 | +62.83K | 0.49% |
| BlackRock, Inc. | 461.81K | Mar 31, 26 | -346.62K | 0.49% |
| Pathstone Holdings, LLC | 442.90K | Mar 31, 26 | +442.90K | 0.47% |
| TWO SIGMA INVESTMENTS, LP | 412.97K | Mar 31, 26 | +42.75K | 0.43% |
| MGO ONE SEVEN LLC | 358.39K | Mar 31, 26 | -7.62K | 0.38% |
| Altshuler Shaham Ltd | 301.46K | Mar 31, 26 | -- | 0.32% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 290.95K | Mar 31, 26 | +290.95K | 0.31% |
| RMR Capital Management, LLC | 252.81K | Mar 31, 26 | +55.09K | 0.27% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 246.38K | Mar 31, 26 | +15.63K | 0.26% |
| IFP Advisors, Inc | 233.91K | Mar 31, 26 | +166.18K | 0.25% |
| Advisors Asset Management, Inc. | 220.19K | Mar 31, 26 | +4.19K | 0.23% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 207.79K | Mar 31, 26 | -17.99K | 0.22% |
| Janney Montgomery Scott LLC | 206.55K | Mar 31, 26 | -18.36K | 0.22% |
| D.A. DAVIDSON & CO. | 200.59K | Mar 31, 26 | +8.92K | 0.21% |
| D. E. Shaw & Co., Inc. | 185.75K | Mar 31, 26 | +185.75K | 0.20% |
| Parkwood LLC | 184.82K | Mar 31, 26 | -- | 0.19% |
| Truvestments Capital LLC | 182.59K | Mar 31, 26 | +18.40K | 0.19% |
| BENJAMIN EDWARDS INC | 173.56K | Mar 31, 26 | -42.17K | 0.18% |
| Texas Capital Bank Wealth Management Services Inc | 166.75K | Mar 31, 26 | +13.74K | 0.18% |
| Atom Investors LP | 162.02K | Mar 31, 26 | +55.00K | 0.17% |
| Naviter Wealth, LLC | 160.11K | Mar 31, 26 | +18.64K | 0.17% |
| Clayton Partners LLC | 159.56K | Mar 31, 26 | -18.57K | 0.17% |
| LAZARD ASSET MANAGEMENT LLC | 152.86K | Mar 31, 26 | +152.86K | 0.16% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 150.56K | Mar 31, 26 | +14 | 0.16% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 148.31K | Mar 31, 26 | -15.94K | 0.16% |
| DENALI ADVISORS LLC | 144.88K | Mar 31, 26 | +4.74K | 0.15% |
| RIVERBRIDGE PARTNERS LLC | 143.70K | Mar 31, 26 | +53.77K | 0.15% |
| Waterloo Capital, L.P. | 140.88K | Mar 31, 26 | +481 | 0.15% |
| FIRST NATIONAL TRUST CO | 137.67K | Mar 31, 26 | -109.77K | 0.14% |
| Russell Investments Group, Ltd. | 134.91K | Mar 31, 26 | +134.73K | 0.14% |
| Argent Trust Co | 129.82K | Mar 31, 26 | -6.00K | 0.14% |
| Wealthstar Advisors, LLC | 129.52K | Mar 31, 26 | +15 | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 128.73K | Mar 31, 26 | -28.05K | 0.14% |
| AMERIPRISE FINANCIAL INC | 122.37K | Mar 31, 26 | -99.07K | 0.13% |
| ROYAL BANK OF CANADA | 120.92K | Mar 31, 26 | -34.97K | 0.13% |
| IHT Wealth Management, LLC | 118.07K | Mar 31, 26 | +8.00K | 0.12% |
| DELPHI FINANCIAL GROUP, INC. | 116.14K | Mar 31, 26 | +84.10K | 0.12% |
| XTX Topco Ltd | 115.29K | Mar 31, 26 | +93.40K | 0.12% |
| STATE STREET CORP | 114.62K | Mar 31, 26 | +358 | 0.12% |
| Ignite Planners, LLC | 111.88K | Mar 31, 26 | +9.56K | 0.12% |
| BNP PARIBAS ARBITRAGE, SNC | 96.54K | Mar 31, 26 | +4.58K | 0.10% |
| Plan Group Financial, LLC | 90.37K | Mar 31, 26 | +17.11K | 0.10% |
| Lansforsakringar Fondforvaltning AB (publ) | 84.04K | Mar 31, 26 | +18.55K | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 80.98K | Mar 31, 26 | -5.99K | 0.09% |
| KELLEHER FINANCIAL ADVISORS | 80.00K | Mar 31, 26 | +80.00K | 0.08% |
| Legacy Capital Wealth Partners, LLC | 74.80K | Mar 31, 26 | +6.72K | 0.08% |
| AE Wealth Management LLC | 67.48K | Mar 31, 26 | +37.46K | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 65.54K | Mar 31, 26 | +6.23K | 0.07% |
| Beacon Pointe Advisors, LLC | 62.52K | Mar 31, 26 | -- | 0.07% |
| Quantinno Capital Management LP | 62.10K | Mar 31, 26 | -45 | 0.07% |
| IEQ CAPITAL, LLC | 60.72K | Mar 31, 26 | +60.72K | 0.06% |
| Caprock Group, LLC | 60.58K | Mar 31, 26 | +19 | 0.06% |
| CWM, LLC | 57.11K | Mar 31, 26 | -35.22K | 0.06% |
| Toroso Investments, LLC | 53.22K | Mar 31, 26 | +53.22K | 0.06% |
| Rockefeller Capital Management L.P. | 52.82K | Mar 31, 26 | -95.55K | 0.06% |
| Lido Advisors, LLC | 52.15K | Mar 31, 26 | +9.98K | 0.05% |
| DEARBORN PARTNERS LLC | 50.51K | Mar 31, 26 | -5.92K | 0.05% |
| Savvy Advisors, Inc. | 49.34K | Mar 31, 26 | +5.96K | 0.05% |
| BROWN ADVISORY INC | 48.43K | Mar 31, 26 | -283 | 0.05% |
| Foundations Investment Advisors, LLC | 47.76K | Mar 31, 26 | +7.63K | 0.05% |
| Schonfeld Strategic Advisors LLC | 47.51K | Mar 31, 26 | +47.51K | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 45.83K | Mar 31, 26 | +11.59K | 0.05% |
| CI Private Wealth, LLC | 45.17K | Mar 31, 26 | -33.06K | 0.05% |
| Canton Hathaway, LLC | 44.77K | Mar 31, 26 | -1.77K | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 44.60K | Mar 31, 26 | -9.77K | 0.05% |
| Cornerstone Wealth Management, LLC | 43.32K | Mar 31, 26 | -3.77K | 0.05% |
| Pallas Capital Advisors LLC | 42.95K | Mar 31, 26 | -303 | 0.05% |
| ExodusPoint Capital Management, LP | 41.99K | Mar 31, 26 | +41.99K | 0.04% |
| PARK CIRCLE Co | 40.15K | Mar 31, 26 | -- | 0.04% |
| EVOKE WEALTH, LLC | 39.86K | Mar 31, 26 | -1 | 0.04% |
| Creative Planning | 39.69K | Mar 31, 26 | +355 | 0.04% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 38.52K | Mar 31, 26 | +38.52K | 0.04% |
| Diversify Advisory Services, LLC | 38.34K | Mar 31, 26 | -118 | 0.04% |
| Essex Financial Services, Inc. | 37.99K | Mar 31, 26 | -1.53K | 0.04% |
| Brevan Howard Capital Management LP | 37.60K | Mar 31, 26 | +37.60K | 0.04% |
| Texas Yale Capital Corp. | 37.38K | Mar 31, 26 | +500 | 0.04% |
| NORTHERN TRUST CORP | 37.06K | Mar 31, 26 | -38.03K | 0.04% |
| Platform Technology Partners | 36.44K | Mar 31, 26 | +2.00K | 0.04% |
| HB Wealth Management, LLC | 34.52K | Mar 31, 26 | -41.23K | 0.04% |
| Dakota Wealth Management | 34.30K | Mar 31, 26 | -4.56K | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 33.17K | Mar 31, 26 | -2.58K | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 32.85K | Mar 31, 26 | -6.10K | 0.03% |
| FAMILY WEALTH PARTNERS, LLC | 32.74K | Mar 31, 26 | +7.87K | 0.03% |
| Wright Fund Management, LLC | 32.74K | Mar 31, 26 | +32.74K | 0.03% |
| Invesco Ltd. | 31.84K | Mar 31, 26 | -1.62K | 0.03% |
| Buckingham Strategic Partners | 31.49K | Mar 31, 26 | +6.62K | 0.03% |
| GUGGENHEIM CAPITAL LLC | 31.22K | Mar 31, 26 | +2.62K | 0.03% |
| ROMANO BROTHERS AND COMPANY | 29.70K | Mar 31, 26 | -- | 0.03% |
| HighTower Advisors, LLC | 29.23K | Mar 31, 26 | -18.19K | 0.03% |
| DRW Securities, LLC | 29.03K | Mar 31, 26 | +29.03K | 0.03% |
| Barnett & Company, Inc. | 27.85K | Mar 31, 26 | -1.40K | 0.03% |
| Ethos Financial Group, LLC | 27.77K | Mar 31, 26 | -- | 0.03% |
| Whipplewood Advisors, LLC | 27.24K | Mar 31, 26 | +17.43K | 0.03% |
| Mariner, LLC | 26.98K | Mar 31, 26 | -5.16K | 0.03% |
| Virtus Investment Advisers, Inc. | 26.63K | Mar 31, 26 | +1.60K | 0.03% |
| Triad Investment Management | 26.60K | Mar 31, 26 | -- | 0.03% |
| Squarepoint Ops LLC | 26.42K | Mar 31, 26 | +11.37K | 0.03% |
| Sage Investment Counsel LLC | 25.58K | Mar 31, 26 | +800 | 0.03% |
| US BANCORP \DE\ | 25.35K | Mar 31, 26 | +240 | 0.03% |
| Merrion Investment Management Co, LLC | 25.00K | Mar 31, 26 | -- | 0.03% |
| JANE STREET GROUP, LLC | 24.66K | Mar 31, 26 | +10.86K | 0.03% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 24.32K | Mar 31, 26 | +5.60K | 0.03% |
| London & Capital Asset Management Ltd | 23.13K | Mar 31, 26 | +3.73K | 0.02% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 22.07K | Mar 31, 26 | +22.07K | 0.02% |
| Chicago Partners Investment Group LLC | 21.85K | Mar 31, 26 | -1.16K | 0.02% |
| CITADEL ADVISORS LLC | 21.79K | Mar 31, 26 | +21.79K | 0.02% |
| Generali Investments CEE, investicni spolecnost, a.s. | 21.23K | Mar 31, 26 | -- | 0.02% |
| Cornerstone Investment Partners, LLC | 20.88K | Mar 31, 26 | +20.88K | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 20.52K | Mar 31, 26 | -1.35K | 0.02% |
| Kovack Advisors, Inc. | 19.42K | Mar 31, 26 | -1.85K | 0.02% |
| ProShare Advisors LLC | 19.12K | Mar 31, 26 | -193 | 0.02% |
| Catalytic Wealth RIA, LLC | 19.12K | Mar 31, 26 | -2.75K | 0.02% |
| Integrated Wealth Concepts LLC | 18.74K | Mar 31, 26 | +18.74K | 0.02% |
| Kestra Advisory Services, LLC | 18.71K | Mar 31, 26 | -12.16K | 0.02% |
| Sargent Investment Group, LLC | 18.40K | Mar 31, 26 | -10.00K | 0.02% |
| Maia Wealth LLC | 18.16K | Mar 31, 26 | +7.94K | 0.02% |
| Monument Capital Management | 18.11K | Mar 31, 26 | -468 | 0.02% |
| Clearstead Advisors, LLC | 18.00K | Mar 31, 26 | -- | 0.02% |
| Sanctuary Advisors, LLC | 17.18K | Mar 31, 26 | -1.49K | 0.02% |
| Mutual Advisors, LLC | 16.80K | Mar 31, 26 | +16.80K | 0.02% |
| Mallini Complete Financial Planning LLC | 16.12K | Mar 31, 26 | +652 | 0.02% |
| MQS Management LLC | 16.06K | Mar 31, 26 | +16.06K | 0.02% |
| Heritage Trust Co | 15.89K | Mar 31, 26 | -- | 0.02% |
| Parallel Advisors, LLC | 15.81K | Mar 31, 26 | -7.53K | 0.02% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 15.63K | Mar 31, 26 | +15.63K | 0.02% |
| WHALEROCK POINT PARTNERS, LLC | 15.50K | Mar 31, 26 | -4.24K | 0.02% |
| INSPIRION WEALTH ADVISORS, LLC | 15.43K | Mar 31, 26 | -- | 0.02% |
| NewEdge Advisors, LLC | 15.33K | Mar 31, 26 | +3.89K | 0.02% |
| First Affirmative Financial Network | 15.12K | Mar 31, 26 | +15.12K | 0.02% |
| ANGELES WEALTH MANAGEMENT, LLC | 15.00K | Mar 31, 26 | -- | 0.02% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 14.61K | Mar 31, 26 | -7.30K | 0.02% |
| Pasadena Private Wealth, LLC | 14.29K | Mar 31, 26 | +1.50K | 0.02% |
| Aquatic Capital Management LLC | 14.28K | Mar 31, 26 | -50.21K | 0.02% |
| Steward Partners Investment Advisory, LLC | 14.09K | Mar 31, 26 | -239 | 0.01% |
| Principal Street Partners, LLC | 13.95K | Mar 31, 26 | -- | 0.01% |
| Hennion & Walsh Asset Management, Inc. | 13.86K | Mar 31, 26 | -20.39K | 0.01% |
| Summit Financial, LLC | 13.71K | Mar 31, 26 | +13.71K | 0.01% |
| CALTON & ASSOCIATES, INC. | 13.19K | Mar 31, 26 | +13.19K | 0.01% |
| Bank of New York Mellon Corp | 13.14K | Mar 31, 26 | -4.34K | 0.01% |
| Westmount Partners, LLC | 13.03K | Mar 31, 26 | -- | 0.01% |
| NATIXIS | 12.62K | Mar 31, 26 | -12.63K | 0.01% |
| OPPENHEIMER & CO INC | 12.38K | Mar 31, 26 | +452 | 0.01% |
| Prospera Financial Services Inc | 12.03K | Mar 31, 26 | +12.03K | 0.01% |
| Core Wealth Partners LLC | 11.67K | Mar 31, 26 | -- | 0.01% |
| LAIRD NORTON TRUST COMPANY, LLC | 11.47K | Mar 31, 26 | -47 | 0.01% |
| Principle Wealth Partners LLC | 11.31K | Mar 31, 26 | +1.04K | 0.01% |
| Investor's Fiduciary Advisor Network, LLC | 10.90K | Mar 31, 26 | -6.41K | 0.01% |
| Private Advisor Group, LLC | 10.73K | Mar 31, 26 | -11.22K | 0.01% |
| Worth Asset Management, LLC | 10.58K | Mar 31, 26 | -1.98K | 0.01% |
| Stratos Wealth Partners, LTD. | 10.09K | Mar 31, 26 | +45 | 0.01% |
| CAZ INVESTMENTS LP | 10.00K | Mar 31, 26 | +10.00K | 0.01% |
| Register Financial Advisors LLC | 9.13K | Mar 31, 26 | +23 | 0.01% |
| Sunbelt Securities, Inc. | 8.48K | Mar 31, 26 | +8.48K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 7.34K | Mar 31, 26 | -- | 0.01% |
| Tower Research Capital LLC (TRC) | 7.22K | Mar 31, 26 | +7.21K | 0.01% |
| SIMPLEX TRADING, LLC | 6.59K | Mar 31, 26 | +6.59K | 0.01% |
| North Star Investment Management Corp. | 6.02K | Mar 31, 26 | +6.02K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.51K | Mar 31, 26 | +62 | 0.01% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 5.35K | Mar 31, 26 | -- | 0.01% |
| Annis Gardner Whiting Capital Advisors, LLC | 5.24K | Mar 31, 26 | -- | 0.01% |
| ATLAS CAPITAL ADVISORS LLC | 5.12K | Mar 31, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 5.00K | Mar 31, 26 | -- | 0.01% |
| Frazier Financial Advisors, LLC | 4.81K | Mar 31, 26 | -- | 0.01% |
| State of Alaska, Department of Revenue | 4.53K | Mar 31, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 4.00K | Mar 31, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 3.67K | Mar 31, 26 | +244 | 0.00% |
| SIGNATUREFD, LLC | 3.52K | Mar 31, 26 | -1.38K | 0.00% |
| Union Bancaire Privee, UBP SA | 3.48K | Mar 31, 26 | -11.53K | 0.00% |
| FIFTH THIRD BANCORP | 3.44K | Mar 31, 26 | +3.44K | 0.00% |
| HARBOUR INVESTMENTS, INC. | 3.16K | Mar 31, 26 | +2.98K | 0.00% |
| Burk Holdings LLC | 2.95K | Mar 31, 26 | +2.95K | 0.00% |
| Advisory Services Network, LLC | 2.93K | Mar 31, 26 | +2.93K | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 2.77K | Mar 31, 26 | +2.46K | 0.00% |
| Osbon Capital Management LLC | 2.74K | Mar 31, 26 | +2.74K | 0.00% |
| MAI Capital Management | 2.44K | Mar 31, 26 | -697 | 0.00% |
| EverSource Wealth Advisors, LLC | 2.17K | Mar 31, 26 | +276 | 0.00% |
| MTM Investment Management, LLC | 2.04K | Mar 31, 26 | -- | 0.00% |
| BI Asset Management Fondsmaeglerselskab A/S | 2.00K | Mar 31, 26 | +43 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.98K | Mar 31, 26 | -27 | 0.00% |
| Caitong International Asset Management Co., Ltd | 1.87K | Mar 31, 26 | +1.87K | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 1.74K | Mar 31, 26 | +6 | 0.00% |
| Geneos Wealth Management Inc. | 1.52K | Mar 31, 26 | -- | 0.00% |
| FIRST COMMUNITY TRUST NA | 1.04K | Mar 31, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.00K | Mar 31, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.00K | Mar 31, 26 | +1.00K | 0.00% |
| Community Bank, N.A. | 1.00K | Mar 31, 26 | -- | 0.00% |
| BASSO CAPITAL MANAGEMENT, L.P. | 1.00K | Mar 31, 26 | +1.00K | 0.00% |
| AdvisorNet Financial, Inc | 900 | Mar 31, 26 | -1.30K | 0.00% |
| Hilltop National Bank | 684 | Mar 31, 26 | +684 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 644 | Mar 31, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 600 | Mar 31, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 572 | Mar 31, 26 | -- | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 500 | Mar 31, 26 | -- | 0.00% |
| Blume Capital Management, Inc. | 450 | Mar 31, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 400 | Mar 31, 26 | -- | 0.00% |
| Rossby Financial, LCC | 397 | Mar 31, 26 | -- | 0.00% |
| Larson Financial Group LLC | 353 | Mar 31, 26 | +53 | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 250 | Mar 31, 26 | -- | 0.00% |
| Allworth Financial LP | 238 | Mar 31, 26 | +55 | 0.00% |
| UMB Bank, n.a. | 158 | Mar 31, 26 | -- | 0.00% |
| Quantbot Technologies LP | 129 | Mar 31, 26 | -21.52K | 0.00% |
| Triumph Capital Management | 100 | Mar 31, 26 | -- | 0.00% |
| Provenance Wealth Advisors, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 100 | Mar 31, 26 | -- | 0.00% |
| Advantage Trust Co | 100 | Mar 31, 26 | +100 | 0.00% |
| Glen Eagle Advisors, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 57 | Mar 31, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 45 | Mar 31, 26 | +1 | 0.00% |
| GAMMA Investing LLC | 37 | Mar 31, 26 | -- | 0.00% |
| FMR LLC | 35 | Mar 31, 26 | -45 | 0.00% |
| GROUP ONE TRADING, L.P. | 19 | Mar 31, 26 | +19 | 0.00% |
| PMV Capital Advisers, LLC | 8 | Mar 31, 26 | +8 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 5 | Mar 31, 26 | -5 | 0.00% |
| Smartleaf Asset Management LLC | 3 | Mar 31, 26 | +3 | 0.00% |
| DANSKE BANK A/S | 1 | Mar 31, 26 | -- | 0.00% |
| Empowered Funds, LLC | -- | Mar 31, 26 | -6.86K | -- |
| Mirae Asset Global Investments Co., Ltd. | -- | Mar 31, 26 | -10.00K | -- |
| SG Americas Securities, LLC | -- | Mar 31, 26 | -4.99K | -- |
| abrdn plc | -- | Mar 31, 26 | -123.24K | -- |
| TrueMark Investments, LLC | -- | Mar 31, 26 | -30.31K | -- |
| CAXTON ASSOCIATES LLP | -- | Mar 31, 26 | -33.36K | -- |
| IFG Advisory, LLC | -- | Mar 31, 26 | -21.37K | -- |
| BARCLAYS PLC | -- | Mar 31, 26 | -72.07K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -419 | -- |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | -- | Mar 31, 26 | -700 | -- |
| FJ Capital Management LLC | -- | Mar 31, 26 | -58.42K | -- |
| Bare Financial Services, Inc | -- | Mar 31, 26 | -190 | -- |
| Stratos Wealth Advisors, LLC | -- | Mar 31, 26 | -190.09K | -- |
| Glenview Trust Co | -- | Mar 31, 26 | -9.70K | -- |
| Magnus Financial Group LLC | -- | Mar 31, 26 | -22.89K | -- |
| Ellsworth Advisors, LLC | -- | Mar 31, 26 | -33.19K | -- |
| WealthCollab, LLC | -- | Mar 31, 26 | -340 | -- |
| NOMURA ASSET MANAGEMENT CO LTD | -- | Mar 31, 26 | -2.24K | -- |
| EVERGREEN CAPITAL MANAGEMENT LLC | -- | Mar 31, 26 | -16.47K | -- |
| PRELUDE CAPITAL MANAGEMENT, LLC | -- | Mar 31, 26 | -15.26K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Mar 31, 26 | -16.04K | -- |
| Baird Financial Group, Inc. | -- | Mar 31, 26 | -9.88K | -- |
| Mirador Capital Partners LP | -- | Mar 31, 26 | -21.28K | -- |
| Ronald Blue Trust, Inc. | -- | Mar 31, 26 | -21 | -- |
| AIGEN INVESTMENT MANAGEMENT, LP | -- | Mar 31, 26 | -12.59K | -- |
| BANK OF MONTREAL /CAN/ | -- | Mar 31, 26 | -2.28M | -- |
| ASSETMARK, INC | -- | Mar 31, 26 | -11 | -- |
| Greykasell Wealth Strategies, Inc. | -- | Mar 31, 26 | -520 | -- |
| RHUMBLINE ADVISERS | -- | Mar 31, 26 | -3 | -- |
| EAGLE GLOBAL ADVISORS LLC | -- | Mar 31, 26 | -25.84K | -- |
| Grantham, Mayo, Van Otterloo & Co. LLC | -- | Mar 31, 26 | -67.85K | -- |
| TWO SIGMA ADVISERS, LP | 393.30K | Dec 31, 25 | -262.99K | 0.41% |
| COMERICA BANK | 6.83K | Dec 31, 25 | +1.74K | 0.01% |
| EMC Capital Management | 5.20K | Dec 31, 25 | -918 | 0.01% |
| REDMONT WEALTH ADVISORS LLC | 4.78K | Dec 31, 25 | +1.31K | 0.01% |
| CIBC Private Wealth Group, LLC | 2.14K | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | 2.04K | Dec 31, 25 | -990 | 0.00% |
| TRUST CO OF VERMONT | 1.58K | Dec 31, 25 | -- | 0.00% |
| Burgundy Asset Management Ltd. | 2.36M | Sep 30, 25 | -16.88K | 2.49% |
| WETHERBY ASSET MANAGEMENT INC | 11.51K | Sep 30, 25 | -- | 0.01% |
| AllSquare Wealth Management LLC | 500 | Sep 30, 25 | -- | 0.00% |
| Wambolt & Associates, LLC | 146.59K | Jun 30, 25 | -13.93K | 0.15% |
| Northeast Financial Consultants Inc | 26.00K | Jun 30, 25 | -- | 0.03% |
| Atria Wealth Solutions, Inc. | 8.57K | Jun 30, 25 | +8.57K | 0.01% |
| First Horizon Advisors, Inc. | 4.12K | Jun 30, 25 | +1.75K | 0.00% |
| Lindbrook Capital, LLC | 260 | Mar 31, 25 | +99 | 0.00% |
| HBC Financial Services, PLLC | 220 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 629.63K | Sep 30, 24 | +57.15K | 0.66% |
| RAYMOND JAMES & ASSOCIATES | 147.28K | Sep 30, 24 | -13.74K | 0.15% |
| Naples Money Management LLC | 1 | Sep 30, 24 | -- | 0.00% |
| PEAK6 Investments LLC | -- | Sep 30, 24 | -10.47K | -- |
| Greenwich Investment Management, Inc. | 563.54K | Jun 30, 24 | -33.88K | 0.59% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 309.85K | Jun 30, 24 | +5.02K | 0.33% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 227.80K | Jun 30, 24 | +1.28K | 0.24% |
| BlackRock Inc. | 175.47K | Jun 30, 24 | +15.60K | 0.18% |
| CREDIT SUISSE AG/ | 185.87K | Mar 31, 24 | -47.42K | 0.20% |
| Cetera Advisors LLC | 136.26K | Mar 31, 24 | +121.31K | 0.14% |
| Cetera Advisor Networks LLC | 59.01K | Mar 31, 24 | +12.42K | 0.06% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 23.74K | Mar 31, 24 | +5.74K | 0.02% |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 17.35K | Mar 31, 24 | +17.35K | 0.02% |
| PUTNAM INVESTMENTS LLC | 133.34K | Dec 31, 23 | +27.30K | 0.14% |
| Bartlett & Co. LLC | 700 | Dec 31, 23 | +700 | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 118.77K | Sep 30, 23 | +28.30K | 0.12% |
| Golden Green, Inc. | 96.66K | Sep 30, 23 | +1.03K | 0.10% |
| Claybrook Capital, LLC | 23.66K | Sep 30, 23 | -- | 0.02% |
| AJ WEALTH STRATEGIES, LLC | 363.09K | Jun 30, 23 | +60.91K | 0.38% |
| Kistler-Tiffany Companies, LLC | 64.03K | Jun 30, 23 | +64.03K | 0.07% |
| Ahrens Investment Partners LLC | 500 | Mar 31, 23 | +500 | 0.00% |
| ZEKE CAPITAL ADVISORS, LLC | -- | Dec 31, 22 | -11.20K | -- |
| ROOSEVELT INVESTMENT GROUP LLC | 25.02K | Sep 30, 22 | -- | 0.03% |
| FourThought Financial, LLC | 14.42K | Sep 30, 22 | -2.49K | 0.02% |
| American Portfolios Advisors | 1.45K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 136 | Sep 30, 22 | +136 | 0.00% |
| Farmer Steven Patrick | 210.71K | Jun 30, 22 | +210.71K | 0.22% |
| Meristem Family Wealth, LLC | 76.05K | Mar 31, 22 | -- | 0.08% |
| Nauset Wealth Management. LLC | 3.06K | Mar 31, 22 | +3.06K | 0.00% |
| NEXT Financial Group, Inc | 2.40K | Dec 31, 21 | -- | 0.00% |
| AMUNDI ASSET MANAGEMENT US, INC. | 635 | Mar 31, 21 | -173.13K | 0.00% |
| Aperio Group, LLC | 25.51K | Dec 31, 20 | +13.33K | 0.03% |
| Reby Advisors, LLC | 3.29K | Dec 31, 20 | +3.29K | 0.00% |