Barings BDC, Inc. - BBDC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARINGS LLC | History | No change | 13,639,681 | 116,210 | 2.06% | 2.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 4,779,724 | 40,723 | 1.07% | 1.07% | 2 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARES MANAGEMENT LLC | History | No change | 4,164,327 | 35,480 | 1.55% | 1.55% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,545,273 | 21,685 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 2,309,564 | 19,677 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,105,638 | 17,940 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,365,788 | 11,636 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,234,512 | 10,518 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,129,980 | 9,627 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 1,020,581 | 8,695 | 1.02% | 1.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 960,577 | 8,184 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 907,615 | 7,732 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 879,822 | 7,482 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 760,559 | 6,479 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Muzinich & Co., Inc. | History | No change | 714,955 | 6,091 | 2.08% | 2.08% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 690,777 | 5,885 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 682,818 | 5,817 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 577,412 | 4,919 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | No change | 509,220 | 4,338 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 475,834 | 4,054 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GCM Grosvenor Holdings, LLC | History | No change | 475,000 | 4,047 | 0.17% | 0.17% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 417,051 | 3,553 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bulldog Investors, LLP | History | No change | 336,401 | 2,866 | 0.63% | 0.63% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 307,923 | 2,654 | 0.04% | 0.04% | 24 | +1,662 | 0.54% | Q3 2026 | Oct 01, 2026 |
| GraniteShares Advisors LLC | History | No change | 308,352 | 2,627 | 1.69% | 1.69% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 293,725 | 2,502 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 293,360 | 2,499 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callodine Capital Management, LP | History | No change | 290,000 | 2,470 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 251,430 | 2,142 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 224,104 | 1,909 | 0.31% | 0.31% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 218,811 | 1,864 | 0.88% | 0.88% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Neuberger Berman Group LLC | History | No change | 207,324 | 1,766 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 205,194 | 1,748 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 192,269 | 1,638 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 152,667 | 1,300 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Privium Fund Management (UK) Ltd | History | No change | 150,500 | 1,267 | 0.53% | 0.53% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 146,841 | 1,251 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 138,892 | 1,178 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 137,608 | 1,172 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cliffwater LLC | History | No change | 126,753 | 1,079 | 0.27% | 0.27% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 122,815 | 1,046 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 121,826 | 1,037 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Invesco Ltd. | History | No change | 110,976 | 945 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 109,880 | 936 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | No change | 105,864 | 901 | 0.13% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAXON INTERESTS, INC. | History | No change | 105,056 | 895 | 0.25% | 0.25% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBK INVESTMENTS L P | History | No change | 100,000 | 852 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| &PARTNERS | History | No change | 99,610 | 848 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 98,833 | 842 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diameter Capital Partners LP | History | No change | 96,589 | 822 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 93,664 | 802 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DENALI ADVISORS LLC | History | No change | 83,182 | 708 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, LLC | History | No change | 81,620 | 695 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 77,351 | 659 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 74,953 | 638 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FreeGulliver LLC | History | No change | 74,409 | 633 | 0.22% | 0.22% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 71,366 | 608 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 70,685 | 602 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 62,949 | 536 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | No change | 61,589 | 524 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 61,301 | 522 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 61,107 | 520 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 60,501 | 515 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 57,619 | 490 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 55,498 | 472 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 50,135 | 427 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | No change | 49,217 | 419 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 48,451 | 412 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bison Wealth, LLC | History | No change | 46,939 | 400 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 46,700 | 398 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 46,262 | 394 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MQS Management LLC | History | No change | 43,211 | 368 | 0.45% | 0.45% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 42,893 | 365 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 40,000 | 340 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 37,677 | 321 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 35,284 | 300 | 0.29% | 0.29% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curi Capital, LLC | History | No change | 32,827 | 279 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 32,331 | 275 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 31,929 | 272 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 31,006 | 264 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 30,370 | 258 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 29,194 | 248 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 3,292 | 240 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 28,257 | 240 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 27,886 | 238 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | No change | 27,848 | 237 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 27,800 | 236 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 27,295 | 232 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BFSG, LLC | History | No change | 27,335 | 232 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DRW Securities, LLC | History | No change | 27,218 | 231 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 25,378 | 217 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 24,521 | 208 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 24,366 | 207 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 24,026 | 204 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | No change | 24,055 | 204 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 23,921 | 203 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 23,576 | 200 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Virtu Financial LLC | History | No change | 22,646 | 193 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | No change | 22,665 | 193 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advyzon Investment Management, LLC | History | No change | 22,543 | 192 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 22,507 | 191 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 22,205 | 189 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 21,919 | 186 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 21,386 | 182 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VARCOV Co. | History | No change | 20,215 | 172 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 19,714 | 167 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHERN TRUST CORP | History | No change | 19,149 | 163 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 18,699 | 161 | 0.02% | 0.01% | 108 | +2,000 | 11.98% | Q3 2026 | Oct 05, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 18,746 | 159 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Armor Investment Advisors, LLC | History | No change | 18,300 | 155 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,961 | 153 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | No change | 17,499 | 149 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 17,353 | 147 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brevan Howard Capital Management LP | History | No change | 17,196 | 146 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 16,500 | 140 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 16,344 | 139 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 15,874 | 135 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Line Capital, LLC / IL | History | No change | 15,681 | 133 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,589 | 132 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vann Equity Management LLC | History | No change | 15,549 | 132 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 15,438 | 131 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Soltis Investment Advisors LLC | History | No change | 15,360 | 130 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| De Lisle Partners LLP | History | No change | 15,305 | 130 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 14,726 | 125 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 14,727 | 125 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 14,354 | 122 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,153 | 120 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 13,754 | 117 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Castleview Partners, LLC | History | No change | 13,466 | 114 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,402 | 114 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 13,200 | 112 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,024 | 110 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 13,498 | 110 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RFG Advisory, LLC | History | No change | 12,738 | 108 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 12,545 | 107 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 12,500 | 106 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOMURA HOLDINGS INC | History | No change | 12,440 | 105 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 12,384 | 105 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Register Financial Advisors LLC | History | No change | 12,438 | 105 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 12,248 | 104 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kovack Advisors, Inc. | History | No change | 12,008 | 103 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 12,230 | 102 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | No change | 11,833 | 101 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Asset Management, LLC | History | No change | 11,797 | 100 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 11,448 | 97 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jain Global LLC | History | No change | 11,500 | 97 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 11,256 | 95 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Redwood Financial Network Corp | History | No change | 11,050 | 94 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 10,756 | 91 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10,571 | 90 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 10,674 | 90 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,469 | 89 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 10,276 | 87 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOS Asset Management, LLC | History | No change | 10,045 | 85 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 7,977 | 67 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 7,319 | 62 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Security National Bank | History | No change | 6,481 | 55 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 6,301 | 53 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 6,165 | 52 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,974 | 50 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 5,278 | 44 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,976 | 42 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,771 | 40 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 4,550 | 38 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,360 | 37 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantbot Technologies LP | History | No change | 4,123 | 35 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Portfolio Management LLC | History | No change | 4,060 | 34 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,926 | 33 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,298 | 28 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,334 | 28 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 2,627 | 22 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,566 | 21 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,418 | 20 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 2,394 | 20 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2,108 | 17 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NFSG Corp | History | No change | 1,801 | 15 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 10Elms LLP | History | No change | 1,817 | 15 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,564 | 13 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,360 | 11 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,366 | 11 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,163 | 9 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCF Advisors LLC | History | No change | 1,102 | 9 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New Hampshire | History | New | 1,000 | 8 | 0.0% | — | 187 | +1,000 | New | Q3 2026 | Oct 06, 2026 |
| Allworth Financial LP | History | No change | 999 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingdom Financial Group LLC. | History | No change | 960 | 8 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 953 | 8 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,029 | 8 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 843 | 7 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Citizens National Bank Trust Department | History | No change | 879 | 7 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| North Star Investment Management Corp. | History | No change | 735 | 6 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 600 | 5 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | No change | 630 | 5 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SWAN Capital LLC | History | No change | 603 | 5 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 460 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 238 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 241 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 200 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hurley Capital, LLC | History | No change | 97 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |