Black Stone Minerals, L.P. - BSM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 8,271,758 | 125,068 | 0.01% | 0.01% | 1 | +1,164,085 | 16.38% | Q1 2026 | May 15, 2026 |
| William Marsh Rice University | History | No change | 5,663,476 | 85,631 | 38.81% | 36.99% | 2 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 4,537,171 | 68,602 | 0.0% | 0.0% | 3 | +2,656,049 | 141.19% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,107,292 | 31,862 | 0.0% | 0.0% | 4 | -68,145 | -3.13% | Q1 2026 | May 15, 2026 |
| PENN DAVIS MCFARLAND INC | History | Reduced | 1,959,588 | 29,628 | 2.9% | 2.5% | 5 | -7,879 | -0.4% | Q1 2026 | Apr 21, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Reduced | 1,901,002 | 28,743 | 6.85% | 6.97% | 6 | -1,419 | -0.07% | Q1 2026 | May 07, 2026 |
| NATIXIS | History | No change | 1,579,900 | 23,888 | 0.09% | 0.07% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 1,181,399 | 17,862 | 0.0% | — | 8 | +1,181,399 | New | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 878,003 | 13,275 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Long Corridor Asset Management Ltd | History | New | 772,000 | 11,672 | 2.84% | — | 10 | +772,000 | New | Q1 2026 | May 11, 2026 |
| Mudita Advisors LLP | History | No change | 760,877 | 11,504 | 2.35% | 2.19% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ING GROEP NV | History | No change | 728,600 | 11,016 | 0.07% | 0.06% | 12 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FAYEZ SAROFIM & CO | History | Added to | 633,364 | 9,576 | 0.02% | 0.02% | 13 | +94,013 | 17.43% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 616,557 | 9,322 | 0.01% | 0.01% | 14 | +11,490 | 1.9% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 602,282 | 9,106 | 0.04% | 0.03% | 15 | +3,620 | 0.6% | Q1 2026 | May 15, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 580,716 | 8,780 | 6.8% | 6.11% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Saber Capital Managment, LLC | History | Reduced | 572,399 | 8,654 | 6.43% | 7.0% | 17 | -58,823 | -9.32% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 546,633 | 8,265 | 0.0% | 0.0% | 18 | -207,912 | -27.55% | Q1 2026 | May 11, 2026 |
| PEAK6 LLC | History | Added to | 530,200 | 8,016 | 0.02% | 0.01% | 19 | +251,600 | 90.31% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 413,669 | 6,254 | 0.0% | 0.0% | 20 | +52,366 | 14.49% | Q1 2026 | May 11, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | No change | 439,295 | 6,194 | 5.85% | 5.85% | 21 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 407,455 | 6,161 | 0.02% | 0.01% | 22 | +1,022 | 0.25% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 360,800 | 5,455 | 0.0% | 0.0% | 23 | +279,800 | 345.43% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 337,472 | 5,102 | 0.18% | 0.15% | 24 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lummis Asset Management, LP | History | Added to | 343,843 | 4,926 | 2.94% | 2.77% | 25 | +800 | 0.23% | Q1 2026 | May 11, 2026 |
| Forum Financial Management, LP | History | No change | 300,000 | 4,536 | 0.06% | 0.05% | 26 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 298,164 | 4,508 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 249,262 | 3,768 | 0.0% | 0.0% | 28 | -34,918 | -12.29% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 201,349 | 3,044 | 0.02% | 0.03% | 29 | -189,150 | -48.44% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 197,960 | 2,993 | 0.06% | 0.06% | 30 | -1,515 | -0.76% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 192,626 | 2,912 | 0.0% | 0.0% | 31 | -420,479 | -68.58% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 182,791 | 2,763 | 0.01% | 0.01% | 32 | -18,296 | -9.1% | Q1 2026 | May 14, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 179,254 | 2,710 | 1.95% | 1.61% | 33 | -20,520 | -10.27% | Q1 2026 | Apr 23, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 177,487 | 2,683 | 0.3% | 0.28% | 34 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Added to | 175,692 | 2,656 | 0.04% | 0.03% | 35 | +10,080 | 6.09% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 171,640 | 2,595 | 0.0% | 0.0% | 36 | -5,177 | -2.93% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 171,076 | 2,586 | 0.0% | 0.0% | 37 | +5,141 | 3.1% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 161,887 | 2,447 | 0.0% | 0.0% | 38 | +300 | 0.19% | Q1 2026 | May 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 151,238 | 2,286 | 0.02% | 0.03% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | No change | 147,852 | 2,235 | 0.26% | 0.4% | 40 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 164,140 | 2,181 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 142,237 | 2,150 | 0.28% | 0.4% | 42 | -100,311 | -41.36% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Added to | 138,860 | 2,099 | 0.05% | 0.04% | 43 | +7,898 | 6.03% | Q1 2026 | May 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 133,651 | 2,020 | 0.3% | 0.26% | 44 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BAHL & GAYNOR INC | History | No change | 131,500 | 1,988 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 123,715 | 1,870 | 0.02% | 0.02% | 46 | -19,769 | -13.78% | Q1 2026 | May 05, 2026 |
| Rare Wolf Capital LLC | History | Added to | 122,876 | 1,857 | 1.2% | 0.6% | 47 | +50,046 | 68.72% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 121,536 | 1,838 | 0.0% | 0.0% | 48 | +617 | 0.51% | Q1 2026 | May 15, 2026 |
| MCDANIEL TERRY & CO | History | No change | 119,987 | 1,814 | 0.15% | 0.14% | 49 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Americana Partners, LLC | History | Reduced | 117,547 | 1,777 | 0.05% | 0.05% | 50 | -8,880 | -7.02% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 106,782 | 1,614 | 0.0% | 0.0% | 51 | +90,488 | 555.35% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 102,700 | 1,552 | 0.0% | 0.0% | 52 | -190,156 | -64.93% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 102,206 | 1,545 | 0.01% | 0.01% | 53 | +22,414 | 28.09% | Q1 2026 | May 15, 2026 |
| LMG Wealth Partners, LLC | History | No change | 101,824 | 1,539 | 0.28% | 0.25% | 54 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 100,000 | 1,512 | 0.43% | 0.39% | 55 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 100,062 | 1,512 | 1.11% | 1.03% | 56 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | New | 98,000 | 1,481 | 0.02% | — | 57 | +98,000 | New | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 95,749 | 1,447 | 0.03% | — | 58 | +95,749 | New | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 93,756 | 1,417 | 0.0% | 0.0% | 59 | +191 | 0.2% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 92,233 | 1,394 | 0.16% | 0.14% | 60 | +169 | 0.18% | Q1 2026 | Apr 07, 2026 |
| Savant Capital, LLC | History | Reduced | 87,579 | 1,324 | 0.01% | 0.01% | 61 | -1,477 | -1.66% | Q1 2026 | May 04, 2026 |
| Gem Investment Advisors, LLC | History | No change | 84,632 | 1,279 | 1.26% | 1.07% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 82,533 | 1,247 | 0.08% | 0.05% | 63 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 81,514 | 1,232 | 0.0% | 0.0% | 64 | -7,515 | -8.44% | Q1 2026 | May 12, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 77,364 | 1,169 | 0.09% | 0.05% | 65 | +27,535 | 55.26% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 77,364 | 1,169 | 0.01% | 0.01% | 66 | +27,535 | 55.26% | Q1 2026 | Apr 14, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 75,577 | 1,142 | 0.3% | 0.28% | 67 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | Added to | 75,126 | 1,135 | 0.01% | 0.02% | 68 | +39 | 0.05% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 74,014 | 1,119 | 0.0% | 0.0% | 69 | +712 | 0.97% | Q1 2026 | May 12, 2026 |
| AVENIR CORP | History | No change | 73,900 | 1,117 | 0.14% | 0.11% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gruss & Co., LLC | History | No change | 71,016 | 1,073 | 2.51% | 2.07% | 71 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 66,974 | 1,012 | 0.0% | 0.0% | 72 | -140,393 | -67.7% | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | Reduced | 65,096 | 984 | 0.08% | 0.05% | 73 | -409 | -0.62% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 67,989 | 970 | 0.06% | 0.06% | 74 | -1,814 | -2.6% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 63,214 | 955 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 60,700 | 917 | 0.04% | 0.04% | 76 | -1,000 | -1.62% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 59,737 | 903 | 0.0% | 0.0% | 77 | +25,665 | 75.33% | Q1 2026 | May 14, 2026 |
| WELCH & FORBES LLC | History | No change | 58,966 | 891 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 55,790 | 843 | 0.34% | 0.31% | 79 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 50,000 | 756 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 49,307 | 745 | 0.05% | 0.04% | 81 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 45,877 | 693 | 0.16% | 0.12% | 82 | +10,853 | 30.99% | Q1 2026 | Apr 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 44,949 | 679 | 0.01% | 0.01% | 83 | -1,461 | -3.15% | Q1 2026 | May 13, 2026 |
| Advocate Investing Services LLC | History | Added to | 43,948 | 664 | 0.56% | 0.52% | 84 | +185 | 0.42% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 42,516 | 642 | 0.0% | 0.0% | 85 | +1,228 | 2.97% | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | Added to | 42,330 | 640 | 0.14% | 0.08% | 86 | +6,814 | 19.19% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 42,066 | 636 | 0.0% | 0.0% | 87 | +3,248 | 8.37% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 41,327 | 624 | 0.01% | 0.01% | 88 | -1,900 | -4.4% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 40,166 | 607 | 0.0% | 0.0% | 89 | +13,877 | 52.79% | Q1 2026 | May 13, 2026 |
| Family Manage LLC | History | No change | 39,767 | 601 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 37,999 | 574 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 35,867 | 542 | 0.07% | 0.06% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | No change | 34,775 | 525 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 32,747 | 495 | 0.03% | 0.02% | 94 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 32,617 | 494 | 0.0% | 0.0% | 95 | -53,663 | -62.2% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 32,000 | 483 | 0.02% | 0.01% | 96 | +2,000 | 6.67% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 32,746 | 466 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 30,382 | 459 | 0.03% | 0.02% | 98 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 30,003 | 453 | 0.0% | 0.0% | 99 | +7,743 | 34.78% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 29,680 | 448 | 0.01% | 0.01% | 100 | -7,190 | -19.5% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 28,773 | 435 | 0.0% | 0.0% | 101 | -1,791 | -5.86% | Q1 2026 | May 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 28,050 | 424 | 0.04% | 0.03% | 102 | +1,700 | 6.45% | Q1 2026 | May 06, 2026 |
| Hyperion Capital Advisors LP | History | No change | 27,222 | 411 | 0.2% | 0.18% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 26,676 | 403 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 25,861 | 391 | 0.01% | 0.01% | 105 | -931 | -3.47% | Q1 2026 | May 14, 2026 |
| Cerity Partners OCIO LLC | History | No change | 24,112 | 364 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | No change | 24,071 | 363 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,769 | 329 | 0.0% | 0.0% | 108 | -1,074 | -4.7% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | No change | 21,000 | 317 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 20,772 | 314 | 0.01% | 0.01% | 110 | +2,163 | 11.62% | Q1 2026 | Apr 28, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 20,576 | 311 | 0.03% | 0.03% | 111 | +355 | 1.76% | Q1 2026 | Apr 09, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 20,427 | 308 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ulland Investment Advisors, LLC | History | New | 20,000 | 302 | 0.26% | — | 114 | +20,000 | New | Q1 2026 | Apr 27, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 20,000 | 302 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 19,808 | 299 | 0.02% | 0.02% | 115 | +27 | 0.14% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 19,730 | 298 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cypress Wealth Services, LLC | History | No change | 19,662 | 297 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,000 | 287 | 0.01% | 0.01% | 118 | +605 | 3.29% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 18,915 | 285 | 0.01% | 0.01% | 119 | +87 | 0.46% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | No change | 18,730 | 283 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 18,297 | 276 | 0.06% | 0.05% | 122 | -17,625 | -49.06% | Q1 2026 | Apr 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 18,304 | 276 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 18,200 | 275 | 0.02% | 0.01% | 123 | +3,800 | 26.39% | Q1 2026 | Apr 17, 2026 |
| Colonial River Investments, LLC | History | Reduced | 17,895 | 270 | 0.1% | 0.09% | 124 | -280 | -1.54% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 17,565 | 265 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 16,886 | 255 | 0.0% | — | 127 | +16,886 | New | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 16,889 | 255 | 0.03% | 0.02% | 126 | +1,004 | 6.32% | Q1 2026 | Apr 15, 2026 |
| Diversified Trust Co | History | No change | 16,787 | 253 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WMG Financial Advisors, LLC | History | No change | 16,750 | 253 | 0.11% | 0.09% | 129 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Added to | 16,721 | 252 | 0.03% | 0.03% | 130 | +329 | 2.01% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,320 | 246 | 0.0% | 0.0% | 131 | +6,002 | 58.17% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,910 | 240 | 0.0% | 0.0% | 132 | +425 | 2.74% | Q1 2026 | Apr 27, 2026 |
| Indie Asset Partners, LLC | History | No change | 15,500 | 234 | 0.27% | 0.23% | 133 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cadence Bank | History | No change | 16,556 | 220 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Added to | 14,512 | 219 | 0.0% | 0.0% | 135 | +11,124 | 328.34% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 14,239 | 215 | 0.0% | 0.0% | 136 | -2,694 | -15.91% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 14,239 | 215 | 0.04% | 0.04% | 137 | +1 | 0.01% | Q1 2026 | Apr 28, 2026 |
| HUB Investment Partners, LLC | History | New | 13,572 | 205 | 0.0% | — | 138 | +13,572 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | No change | 13,305 | 201 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 13,100 | 198 | 0.03% | — | 142 | +13,100 | New | Q1 2026 | May 01, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 13,141 | 198 | 0.15% | 0.15% | 141 | -1,546 | -10.53% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 13,100 | 198 | 0.0% | 0.0% | 140 | -45 | -0.34% | Q1 2026 | May 12, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 12,793 | 193 | 0.21% | 0.21% | 143 | -1,193 | -8.53% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 12,615 | 190 | 0.0% | 0.0% | 144 | +400 | 3.27% | Q1 2026 | May 12, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 12,407 | 187 | 0.1% | 0.1% | 145 | +51 | 0.41% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,039 | 182 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 11,500 | 173 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | New | 11,314 | 171 | 0.0% | — | 148 | +11,314 | New | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 11,000 | 166 | 0.01% | 0.01% | 149 | -1,600 | -12.7% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 11,000 | 166 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SteelPeak Wealth, LLC | History | New | 10,968 | 165 | 0.01% | — | 151 | +10,968 | New | Q1 2026 | May 05, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 10,650 | 161 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 10,597 | 160 | 0.0% | 0.0% | 153 | +514 | 5.1% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 10,491 | 158 | 0.02% | 0.03% | 154 | -5,241 | -33.31% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 10,000 | 151 | 0.0% | — | 158 | +10,000 | New | Q1 2026 | May 05, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 10,000 | 151 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 10,000 | 151 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LB Partners LLC | History | No change | 10,000 | 151 | 0.14% | 0.12% | 157 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arlington Trust Co LLC | History | No change | 6,250 | 95 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 5,466 | 82 | 0.01% | — | 160 | +5,466 | New | Q1 2026 | Apr 30, 2026 |
| Arkos Global Advisors | History | New | 5,250 | 79 | 0.01% | — | 161 | +5,250 | New | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | No change | 4,943 | 74 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| State of Wyoming | History | Reduced | 4,635 | 70 | 0.01% | 0.01% | 163 | -213 | -4.39% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,330 | 65 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 4,000 | 60 | 0.0% | 0.0% | 165 | -1,600 | -28.57% | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | Added to | 2,458 | 37 | 0.0% | 0.0% | 166 | +48 | 1.99% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,400 | 36 | 0.0% | 0.0% | 167 | -500 | -17.24% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,375 | 34 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 1,623 | 24 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,560 | 23 | 0.0% | 0.0% | 171 | +760 | 95.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,580 | 23 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,510 | 22 | 0.0% | 0.0% | 172 | -84 | -5.27% | Q1 2026 | Apr 14, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,513 | 22 | 0.0% | 0.0% | 173 | +29 | 1.95% | Q1 2026 | Apr 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 1,543 | 20 | 0.01% | 0.01% | 174 | -152 | -8.97% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,300 | 19 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hilltop National Bank | History | Added to | 1,000 | 15 | 0.0% | 0.0% | 177 | +300 | 42.86% | Q1 2026 | Apr 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 15 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,000 | 15 | 0.01% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 867 | 13 | 0.0% | — | 180 | +867 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 881 | 13 | 0.0% | 0.0% | 179 | +1 | 0.11% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 756 | 11 | 0.0% | 0.0% | 181 | -17,982 | -95.97% | Q1 2026 | May 13, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 600 | 9 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 537 | 8 | 0.0% | 0.0% | 183 | -23 | -4.11% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 534 | 8 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 500 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 515 | 7 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | No change | 450 | 6 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 345 | 5 | 0.0% | — | 190 | +345 | New | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | No change | 380 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HHM Wealth Advisors, LLC | History | New | 330 | 4 | 0.0% | — | 193 | +330 | New | Q1 2026 | Apr 17, 2026 |
| Abound Wealth Management | History | New | 270 | 4 | 0.0% | — | 194 | +270 | New | Q1 2026 | Apr 10, 2026 |
| ESL Trust Services, LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 285 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 202 | 3 | 0.0% | — | 195 | +200 | 10000.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 71 | 1 | 0.0% | 0.0% | 196 | -179 | -71.6% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 90 | 1 | 0.0% | — | 198 | +90 | New | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | No change | 100 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN UNIVERSITY | History | Closed out | 0 | 0 | — | 14.83% | — | -1,086,025 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -62,400 | -100.0% | Q1 2026 | May 07, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,687 | -100.0% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,705 | -100.0% | Q1 2026 | May 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,175 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Alpha Wealth Funds, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -16,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Autumn Glory Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Annandale Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,911 | -100.0% | Q1 2026 | May 15, 2026 |
| Ballew Advisors, Inc | History | Closed out | 0 | 0 | — | 0.1% | — | -12,897 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,673 | -100.0% | Q1 2026 | Apr 28, 2026 |
| LongView Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -10,440 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,666 | -100.0% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,439 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,210 | -100.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |