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 | No change | 8,899,403 | 124,324 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Marsh Rice University | History | No change | 5,663,476 | 79,118 | 36.09% | 36.09% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 4,518,071 | 63,117 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,080,058 | 29,058 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENN DAVIS MCFARLAND INC | History | No change | 1,958,137 | 27,355 | 2.44% | 2.44% | 5 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | No change | 1,848,184 | 25,819 | 5.3% | 5.3% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS | History | No change | 1,579,900 | 22,071 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,181,399 | 16,504 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Long Corridor Asset Management Ltd | History | No change | 880,000 | 12,293 | 3.71% | 3.71% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 870,666 | 12,163 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mudita Advisors LLP | History | No change | 760,877 | 10,629 | 2.21% | 2.21% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ING GROEP NV | History | No change | 728,600 | 10,178 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 633,364 | 8,848 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 630,392 | 8,806 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Saber Capital Managment, LLC | History | No change | 616,921 | 8,618 | 5.86% | 5.86% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 602,282 | 8,413 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 580,716 | 8,112 | 6.26% | 6.26% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 491,892 | 6,871 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 451,042 | 6,301 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 408,130 | 5,702 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lummis Asset Management, LP | History | No change | 343,843 | 5,086 | 3.04% | 3.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITIGROUP INC | History | No change | 349,820 | 4,886 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PEAK6 LLC | History | No change | 342,830 | 4,789 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 337,263 | 4,711 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 301,902 | 4,217 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forum Financial Management, LP | History | No change | 300,000 | 4,191 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 298,164 | 4,165 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 211,125 | 2,949 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GraniteShares Advisors LLC | History | No change | 206,254 | 2,881 | 1.85% | 1.85% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | No change | 202,308 | 2,826 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 200,000 | 2,794 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HRT FINANCIAL LP | History | No change | 196,512 | 2,745 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 196,349 | 2,742 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 194,470 | 2,716 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 189,440 | 2,646 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 177,487 | 2,479 | 0.25% | 0.25% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 166,849 | 2,330 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 162,784 | 2,274 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 157,802 | 2,204 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 151,238 | 2,112 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | No change | 147,852 | 2,065 | 0.39% | 0.39% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 142,237 | 1,987 | 0.28% | 0.28% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | No change | 138,860 | 1,939 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 130,976 | 1,829 | 0.26% | 0.26% | 44 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Argent Trust Co | History | No change | 123,596 | 1,726 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bahl & Gaynor LLC | History | No change | 122,500 | 1,711 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 122,484 | 1,711 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 120,575 | 1,684 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDANIEL TERRY & CO | History | No change | 119,987 | 1,676 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rare Wolf Capital LLC | History | No change | 116,893 | 1,632 | 1.05% | 1.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Americana Partners, LLC | History | No change | 113,047 | 1,579 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 108,613 | 1,517 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 105,214 | 1,469 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LMG Wealth Partners, LLC | History | No change | 101,824 | 1,422 | 0.23% | 0.23% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 100,062 | 1,397 | 1.03% | 1.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | No change | 98,000 | 1,369 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 95,369 | 1,332 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 92,418 | 1,291 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Savant Capital, LLC | History | No change | 87,271 | 1,219 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gem Investment Advisors, LLC | History | No change | 84,632 | 1,182 | 0.72% | 0.72% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tweedy, Browne Co LLC | History | No change | 83,530 | 1,166 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 83,530 | 1,166 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 82,533 | 1,152 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 76,528 | 1,069 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 75,577 | 1,055 | 0.22% | 0.22% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 75,170 | 1,050 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AVENIR CORP | History | No change | 73,900 | 1,032 | 0.13% | 0.13% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 73,515 | 1,027 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 70,000 | 977 | 0.27% | 0.27% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gruss & Co., LLC | History | No change | 68,516 | 957 | 2.35% | 2.35% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bramshill Investments, LLC | History | No change | 68,451 | 956 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 66,600 | 930 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 61,200 | 854 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 59,127 | 846 | 0.18% | 0.19% | 74 | -700 | -1.17% | Q3 2026 | Oct 01, 2026 |
| Corient Private Wealth LP | History | No change | 57,646 | 805 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 55,490 | 775 | 0.29% | 0.29% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 53,564 | 748 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 53,203 | 743 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 52,922 | 739 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 50,000 | 698 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caption Management, LLC | History | No change | 50,000 | 698 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 49,307 | 688 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 45,677 | 638 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aristides Capital LLC | History | No change | 45,740 | 638 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 43,654 | 615 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | No change | 39,767 | 555 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 39,602 | 553 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 39,188 | 547 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 39,114 | 546 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 38,402 | 536 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 35,867 | 501 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 34,775 | 485 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 34,786 | 485 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 34,279 | 478 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 33,734 | 471 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 33,126 | 462 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 32,999 | 460 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 32,747 | 457 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 32,746 | 457 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 32,456 | 453 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 32,000 | 447 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 30,382 | 424 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DRW Securities, LLC | History | No change | 29,949 | 418 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 29,600 | 413 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 29,285 | 409 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 27,765 | 387 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hyperion Capital Advisors LP | History | No change | 27,222 | 380 | 0.17% | 0.17% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 27,013 | 377 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 26,751 | 373 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 26,676 | 372 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 24,747 | 345 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 24,605 | 343 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners OCIO LLC | History | No change | 24,112 | 336 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 24,071 | 336 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 23,700 | 331 | 0.24% | 0.24% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 21,517 | 300 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waterloo Capital, L.P. | History | No change | 21,000 | 293 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 20,764 | 290 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 20,737 | 289 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 20,000 | 279 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 19,770 | 276 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cypress Wealth Services, LLC | History | No change | 19,662 | 274 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 19,450 | 271 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 19,011 | 265 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Group, LLC | History | No change | 18,730 | 261 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 18,304 | 255 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 17,761 | 248 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Colonial River Investments, LLC | History | No change | 17,685 | 247 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BCS Wealth Management | History | No change | 17,614 | 246 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 17,427 | 243 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | No change | 17,083 | 238 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IKE Capital, LLC | History | No change | 17,000 | 237 | 0.12% | 0.12% | 132 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| Diversified Trust Co | History | No change | 16,787 | 234 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,510 | 230 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,138 | 225 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indie Asset Partners, LLC | History | No change | 15,500 | 216 | 0.21% | 0.21% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 15,460 | 215 | 0.21% | 0.21% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 15,000 | 209 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpha Wealth Funds, LLC | History | No change | 15,000 | 209 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELCH & FORBES LLC | History | No change | 14,700 | 205 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 14,238 | 198 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HUB Investment Partners, LLC | History | No change | 13,780 | 192 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHOREO, LLC | History | No change | 13,350 | 186 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sterling Capital Management LLC | History | No change | 13,305 | 185 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 13,100 | 183 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | No change | 13,141 | 183 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | No change | 12,675 | 177 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 12,516 | 172 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 12,215 | 170 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,220 | 170 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 12,100 | 169 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Wealth Management, Inc. | History | No change | 11,778 | 164 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Virtu Financial LLC | History | No change | 11,598 | 162 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,530 | 161 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 11,553 | 161 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 11,500 | 160 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 11,520 | 160 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,314 | 158 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 11,000 | 153 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 10,650 | 148 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WMG Financial Advisors, LLC | History | No change | 10,250 | 143 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SPWM Advisors LLC | History | No change | 10,029 | 143 | 0.13% | 0.13% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hilltop Holdings Inc. | History | No change | 10,100 | 141 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 10,000 | 139 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 10,000 | 139 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LB Partners LLC | History | No change | 10,000 | 139 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| State of Wyoming | History | No change | 9,215 | 128 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arlington Trust Co LLC | History | No change | 6,250 | 87 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 4,000 | 55 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NFSG Corp | History | No change | 3,698 | 51 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axiom Investment Management LLC | History | No change | 2,447 | 34 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ancora Advisors LLC | History | No change | 2,200 | 30 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,125 | 29 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,132 | 29 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,803 | 25 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 1,623 | 22 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,521 | 21 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,546 | 21 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BARCLAYS PLC | History | No change | 1,489 | 20 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,280 | 17 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,000 | 13 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 13 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hilltop National Bank | History | No change | 1,000 | 13 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 882 | 12 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management LLC | History | No change | 838 | 11 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 756 | 10 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 737 | 10 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 600 | 8 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 515 | 7 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 534 | 7 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 500 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 380 | 5 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 330 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ESL Trust Services, LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | No change | 345 | 4 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 285 | 3 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 202 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lavaca Capital LLC | History | No change | 212 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 90 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Triumph Capital Management | History | No change | 100 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |