Blackstone Secured Lending Fund - BXSL
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SMH CAPITAL ADVISORS INC | History | No change | 8,662 | 207,715 | 0.79% | 0.8% | 1 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| STRS OHIO | History | Added to | 7,016,000 | 168,243 | 0.62% | 0.36% | 2 | +3,016,000 | 75.4% | Q3 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 6,358,639 | 150,763 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,633,953 | 133,581 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 5,126,083 | 121,539 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 4,161,539 | 98,670 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,295,115 | 78,127 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 3,206,530 | 76,026 | 0.23% | 0.23% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,154,452 | 74,792 | 0.16% | 0.16% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 2,755,004 | 66,064 | 1.15% | 1.12% | 10 | +152,410 | 5.86% | Q3 2026 | Oct 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,320,157 | 55,010 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 2,276,137 | 53,967 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 2,216,715 | 52,558 | 0.31% | 0.31% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,993,884 | 47,274 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,501,005 | 36,954 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,501,081 | 35,591 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lunate Capital Ltd | History | Added to | 1,280,180 | 30,698 | 4.3% | 12.11% | 17 | +279,362 | 27.91% | Q3 2026 | Nov 05, 2026 |
| Creative Planning | History | Reduced | 1,240,509 | 29,747 | 0.02% | 0.02% | 18 | -48,243 | -3.74% | Q3 2026 | Nov 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,172,912 | 28,712 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Muzinich & Co., Inc. | History | Reduced | 1,194,130 | 28,635 | 9.5% | 9.7% | 20 | -3,147 | -0.26% | Q3 2026 | Oct 22, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 11,421 | 28,598 | 0.28% | 0.0% | 21 | +4,000 | 53.9% | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 1,113,228 | 26,394 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,068,949 | 25,344 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 998,706 | 23,679 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 949,195 | 22,885 | 1.02% | 1.94% | 25 | -871,132 | -47.86% | Q3 2026 | Oct 09, 2026 |
| ARES MANAGEMENT LLC | History | No change | 895,687 | 21,236 | 0.93% | 0.93% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 883,032 | 21,175 | 0.01% | 0.01% | 27 | -18,316 | -2.03% | Q3 2026 | Oct 29, 2026 |
| Progeny 3, Inc. | History | No change | 772,156 | 18,307 | 0.94% | 0.94% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 750,765 | 17,800 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Altshuler Shaham Ltd | History | No change | 750,000 | 17,782 | 0.22% | 0.22% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 745,196 | 17,668 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clarity Financial LLC | History | No change | 718,144 | 17,027 | 1.45% | 1.45% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 714,515 | 16,941 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 699,954 | 16,595 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 686,872 | 16,285 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 656,405 | 15,563 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 622,195 | 14,752 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 588,115 | 13,944 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allen Investment Management, LLC | History | Reduced | 566,652 | 13,588 | 0.15% | 0.16% | 39 | -13,000 | -2.24% | Q3 2026 | Nov 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 570,796 | 13,534 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 567,298 | 13,450 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 557,553 | 13,370 | 0.21% | 0.12% | 42 | +282,039 | 102.37% | Q3 2026 | Nov 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 512,138 | 12,142 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 476,000 | 11,285 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 472,521 | 11,203 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 460,164 | 10,910 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 458,475 | 10,870 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 414,475 | 9,939 | 0.88% | 0.86% | 48 | +3,594 | 0.87% | Q3 2026 | Oct 16, 2026 |
| Columbus Macro, LLC | History | Added to | 392,258 | 9,406 | 0.91% | 0.86% | 49 | +19,970 | 5.36% | Q3 2026 | Oct 14, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 389,924 | 9,245 | 1.5% | 1.5% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| John & Kathleen Schreiber Foundation | History | No change | 381,581 | 9,047 | 9.45% | 9.45% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GCM Grosvenor Holdings, LLC | History | No change | 350,000 | 8,298 | 0.36% | 0.36% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 333,182 | 8,154 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 271,827 | 6,518 | 0.78% | 0.78% | 54 | -6,098 | -2.19% | Q3 2026 | Oct 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 273,166 | 6,478 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 269,710 | 6,467 | 2.4% | 2.99% | 56 | -92,666 | -25.57% | Q3 2026 | Nov 02, 2026 |
| IMC-Chicago, LLC | History | Added to | 263,100 | 6,309 | 0.0% | 0.0% | 57 | +58,700 | 28.72% | Q3 2026 | Nov 05, 2026 |
| Lido Advisors, LLC | History | Added to | 257,631 | 6,178 | 0.02% | 0.02% | 58 | +6,184 | 2.46% | Q3 2026 | Nov 04, 2026 |
| Prota Financial, LLC | History | Added to | 245,238 | 5,866 | 3.75% | 3.78% | 59 | +4,646 | 1.93% | Q3 2026 | Oct 08, 2026 |
| Focus Partners Wealth | History | No change | 244,893 | 5,815 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 241,978 | 5,737 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 236,287 | 5,602 | 3.78% | 3.78% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 234,390 | 5,557 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFMG, LLC | History | No change | 231,526 | 5,489 | 0.33% | 0.33% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&G Plc | History | No change | 225,000 | 5,400 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Advisors Asset Management, Inc. | History | No change | 215,080 | 5,099 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 197,383 | 4,885 | 0.65% | 1.09% | 67 | -684 | -0.35% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 203,563 | 4,826 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 198,141 | 4,697 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 194,105 | 4,654 | 0.12% | 0.1% | 70 | +48,113 | 32.96% | Q3 2026 | Oct 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 195,100 | 4,625 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 191,023 | 4,529 | 0.46% | 0.46% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 188,150 | 4,512 | 1.13% | 1.27% | 73 | -24,350 | -11.46% | Q3 2026 | Oct 20, 2026 |
| QVT Financial LP | History | No change | 187,226 | 4,439 | 0.26% | 0.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 178,911 | 4,290 | 0.86% | 0.78% | 75 | +3,446 | 1.96% | Q3 2026 | Oct 22, 2026 |
| Mariner, LLC | History | No change | 174,944 | 4,148 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callodine Capital Management, LP | History | No change | 169,800 | 4,025 | 0.26% | 0.26% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 165,640 | 3,927 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Naviter Wealth, LLC | History | No change | 160,290 | 3,923 | 0.36% | 0.36% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 162,754 | 3,903 | 0.01% | 0.01% | 80 | +6,842 | 4.39% | Q3 2026 | Nov 02, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 165,969 | 3,857 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Americana Partners, LLC | History | Reduced | 155,713 | 3,734 | 0.08% | 0.08% | 82 | -2,022 | -1.28% | Q3 2026 | Oct 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 150,625 | 3,727 | 0.06% | 0.07% | 83 | +3,389 | 2.3% | Q3 2026 | Nov 04, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Reduced | 150,000 | 3,592 | 0.05% | 0.17% | 84 | -350,000 | -70.0% | Q3 2026 | Oct 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 142,200 | 3,409 | 0.0% | 0.0% | 85 | -35,333 | -19.9% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 143,326 | 3,398 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 142,236 | 3,372 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 140,121 | 3,360 | 2.27% | 1.94% | 88 | +18,684 | 15.39% | Q3 2026 | Oct 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 141,347 | 3,351 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 139,082 | 3,297 | 0.22% | 0.22% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 137,152 | 3,251 | 0.56% | 0.56% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 135,561 | 3,250 | 0.04% | 0.04% | 92 | -3,482 | -2.5% | Q3 2026 | Nov 05, 2026 |
| Hedeker Wealth, LLC | History | Added to | 135,177 | 3,241 | 0.59% | 0.28% | 93 | +73,596 | 119.51% | Q3 2026 | Oct 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 132,350 | 3,173 | 0.09% | 0.07% | 94 | +26,755 | 25.34% | Q3 2026 | Oct 08, 2026 |
| Parkwood LLC | History | No change | 127,638 | 3,026 | 0.22% | 0.22% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 127,608 | 3,025 | 0.17% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 126,726 | 3,004 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 122,536 | 2,938 | 0.05% | 0.05% | 98 | -24,070 | -16.42% | Q3 2026 | Oct 01, 2026 |
| Cornerstone Advisory, LLC | History | No change | 116,743 | 2,767 | 0.23% | 0.23% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 115,773 | 2,744 | 0.24% | 0.24% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 115,488 | 2,742 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 110,795 | 2,656 | 0.18% | 0.25% | 102 | -35,540 | -24.29% | Q3 2026 | Oct 20, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 110,326 | 2,645 | 0.6% | 0.64% | 103 | +9,840 | 9.79% | Q3 2026 | Oct 16, 2026 |
| Summit Financial, LLC | History | No change | 107,151 | 2,623 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 106,862 | 2,594 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 109,385 | 2,593 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ArchPoint Investors | History | No change | 105,300 | 2,577 | 0.54% | 0.54% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guilbault Capital LLC | History | Added to | 106,761 | 2,560 | 2.51% | 2.44% | 109 | +4,342 | 4.24% | Q3 2026 | Oct 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 107,984 | 2,560 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ethos Financial Group, LLC | History | No change | 108,433 | 2,507 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 103,935 | 2,464 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 100,295 | 2,377 | 0.36% | 0.36% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK INVESTMENTS L P | History | No change | 100,000 | 2,371 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| BigSur Wealth Management LLC | History | No change | 90,148 | 2,231 | 0.53% | 0.53% | 114 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Osbon Capital Management LLC | History | No change | 93,016 | 2,205 | 1.73% | 1.73% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 90,053 | 2,159 | 0.06% | 0.05% | 116 | +13,955 | 18.34% | Q3 2026 | Oct 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 87,586 | 2,076 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 87,262 | 2,068 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 83,790 | 2,009 | 0.04% | 0.05% | 119 | -20,692 | -19.8% | Q3 2026 | Oct 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 82,218 | 1,971 | 2.72% | 2.57% | 120 | +1,160 | 1.43% | Q3 2026 | Oct 16, 2026 |
| Embree Financial Group | History | Reduced | 82,082 | 1,968 | 0.19% | 0.21% | 121 | -4,585 | -5.29% | Q3 2026 | Oct 22, 2026 |
| Cerity Partners LLC | History | No change | 82,910 | 1,965 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apeiron RIA LLC | History | Added to | 81,210 | 1,942 | 0.44% | 0.23% | 123 | +43,232 | 113.83% | Q3 2026 | Oct 08, 2026 |
| Register Financial Advisors LLC | History | Reduced | 80,865 | 1,939 | 0.61% | 0.62% | 124 | -4,372 | -5.13% | Q3 2026 | Oct 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 80,496 | 1,930 | 0.02% | 0.02% | 125 | -5,515 | -6.41% | Q3 2026 | Oct 21, 2026 |
| Arax Advisory Partners | History | No change | 79,966 | 1,896 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 79,982 | 1,896 | 0.82% | 0.82% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Added to | 77,330 | 1,854 | 0.08% | 0.09% | 128 | +8,309 | 12.04% | Q3 2026 | Oct 26, 2026 |
| Bayshore Capital Advisors, LLC | History | Added to | 76,893 | 1,843 | 0.95% | 0.67% | 129 | +16,000 | 26.28% | Q3 2026 | Nov 02, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 76,036 | 1,802 | 0.11% | 0.11% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 71,494 | 1,729 | 0.03% | 0.03% | 131 | +3,100 | 4.53% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 71,494 | 1,729 | 0.03% | 0.03% | 132 | +3,100 | 4.53% | Q3 2026 | Oct 20, 2026 |
| Truvestments Capital LLC | History | No change | 72,725 | 1,724 | 0.26% | 0.26% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GFS Advisors, LLC | History | Added to | 71,550 | 1,716 | 0.18% | 0.18% | 134 | +68,650 | 2367.24% | Q3 2026 | Nov 03, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 72,123 | 1,707 | 0.17% | 0.04% | 135 | +58,803 | 441.46% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 71,224 | 1,688 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 68,532 | 1,643 | 0.08% | 0.06% | 137 | +14,441 | 26.7% | Q3 2026 | Nov 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 67,904 | 1,628 | 0.0% | 0.0% | 138 | -13,486 | -16.57% | Q3 2026 | Nov 05, 2026 |
| SMITH, MOORE & CO. | History | No change | 68,360 | 1,620 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| River Street Advisors LLC | History | Added to | 66,365 | 1,591 | 0.49% | 0.4% | 140 | +9,590 | 16.89% | Q3 2026 | Oct 22, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 66,082 | 1,566 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 65,765 | 1,559 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 1832 Asset Management L.P. | History | No change | 64,350 | 1,525 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 63,100 | 1,513 | 0.01% | 0.02% | 144 | -34,148 | -35.11% | Q3 2026 | Nov 05, 2026 |
| Bramshill Investments, LLC | History | No change | 61,710 | 1,463 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Group, LLC | History | No change | 59,758 | 1,416 | 0.11% | 0.11% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 59,574 | 1,412 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 59,382 | 1,407 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 58,939 | 1,397 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 57,855 | 1,387 | 0.0% | 0.0% | 150 | +30,268 | 109.72% | Q3 2026 | Nov 02, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 57,475 | 1,378 | 0.23% | 0.23% | 151 | -1,445 | -2.45% | Q3 2026 | Oct 27, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 57,410 | 1,376 | 0.58% | 0.48% | 152 | +18,114 | 46.1% | Q3 2026 | Nov 05, 2026 |
| Proficio Capital Partners LLC | History | No change | 56,557 | 1,340 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFO4Life Group, LLC | History | No change | 56,186 | 1,332 | 0.18% | 0.18% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TT Capital Management LLC | History | Added to | 55,275 | 1,325 | 0.97% | 0.76% | 155 | +13,925 | 33.68% | Q3 2026 | Oct 15, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 55,056 | 1,320 | 0.76% | 0.68% | 156 | +9,795 | 21.64% | Q3 2026 | Oct 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 54,557 | 1,308 | 0.01% | 0.01% | 157 | +16,098 | 41.86% | Q3 2026 | Oct 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 54,495 | 1,306 | 0.06% | 0.06% | 158 | -3,608 | -6.21% | Q3 2026 | Oct 16, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 54,344 | 1,288 | 0.14% | 0.14% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 52,943 | 1,255 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 51,675 | 1,239 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 51,250 | 1,215 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adams Asset Advisors, LLC | History | No change | 50,169 | 1,203 | 0.12% | 0.13% | 163 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evercore Wealth Management, LLC | History | No change | 50,297 | 1,192 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 50,000 | 1,185 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 48,644 | 1,172 | 0.0% | 0.0% | 166 | +8,420 | 20.93% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 49,142 | 1,165 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 47,731 | 1,144 | 0.01% | 0.0% | 168 | +34,226 | 253.43% | Q3 2026 | Oct 26, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 47,391 | 1,136 | 0.04% | 0.04% | 169 | +1,457 | 3.17% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 46,953 | 1,125 | 0.01% | 0.01% | 171 | -6,325 | -11.87% | Q3 2026 | Oct 08, 2026 |
| BROWN ADVISORY INC | History | No change | 47,449 | 1,125 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Added to | 46,240 | 1,109 | 1.16% | 0.99% | 172 | +3,474 | 8.12% | Q3 2026 | Nov 05, 2026 |
| Jump Financial, LLC | History | No change | 45,531 | 1,079 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 43,163 | 1,023 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 42,443 | 1,017 | 0.11% | 0.03% | 175 | +29,768 | 234.86% | Q3 2026 | Oct 22, 2026 |
| Marble Wealth, LLC | History | No change | 42,815 | 1,015 | 0.16% | 0.16% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 40,287 | 966 | 0.19% | 0.18% | 177 | +1,282 | 3.29% | Q3 2026 | Oct 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 38,218 | 935 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Neuberger Berman Group LLC | History | No change | 38,080 | 902 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 37,070 | 878 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 35,090 | 865 | 0.25% | 0.29% | 182 | -3,895 | -9.99% | Q3 2026 | Oct 30, 2026 |
| &PARTNERS | History | No change | 36,488 | 865 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 36,317 | 861 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BBR PARTNERS, LLC | History | No change | 35,954 | 852 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 34,443 | 816 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 32,940 | 789 | 0.82% | 0.5% | 186 | +11,156 | 51.21% | Q3 2026 | Nov 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 33,036 | 783 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Global Investments | History | Added to | 32,077 | 769 | 0.04% | 0.04% | 188 | +720 | 2.3% | Q3 2026 | Oct 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 32,399 | 768 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | Added to | 32,013 | 767 | 0.13% | 0.13% | 190 | +1,832 | 6.07% | Q3 2026 | Oct 14, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 31,641 | 758 | 0.41% | 0.42% | 191 | -85 | -0.27% | Q3 2026 | Oct 08, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 31,572 | 757 | 0.29% | 0.34% | 192 | -11,056 | -25.94% | Q3 2026 | Nov 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 31,922 | 756 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | Reduced | 31,419 | 753 | 0.01% | 0.01% | 194 | -775 | -2.41% | Q3 2026 | Oct 28, 2026 |
| Regatta Research & Money Management | History | No change | 30,851 | 731 | 0.69% | 0.69% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 30,250 | 725 | 0.02% | 0.02% | 196 | +1,250 | 4.31% | Q3 2026 | Oct 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 28,982 | 724 | 0.0% | 0.0% | 197 | -9,482 | -24.65% | Q3 2026 | Oct 30, 2026 |
| Platform Technology Partners | History | No change | 29,924 | 717 | 0.11% | 0.12% | 198 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 29,559 | 706 | 0.0% | 0.0% | 199 | +2,150 | 7.84% | Q3 2026 | Oct 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,289 | 702 | 0.01% | 0.01% | 200 | +76 | 0.26% | Q3 2026 | Oct 22, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 29,150 | 691 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 28,705 | 688 | 0.03% | 0.01% | 202 | +9,057 | 46.1% | Q3 2026 | Oct 21, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 28,600 | 685 | 0.15% | 0.13% | 203 | +2,660 | 10.25% | Q3 2026 | Oct 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,034 | 672 | 0.0% | 0.0% | 204 | -3,225 | -10.32% | Q3 2026 | Nov 02, 2026 |
| Sowell Financial Services LLC | History | Added to | 27,955 | 670 | 0.02% | 0.01% | 205 | +17,274 | 161.73% | Q3 2026 | Oct 23, 2026 |
| LM Advisors LLC | History | No change | 27,216 | 666 | 0.08% | 0.08% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | New | 26,974 | 646 | 0.02% | — | 207 | +26,974 | New | Q3 2026 | Oct 23, 2026 |
| Rathbones Group PLC | History | No change | 27,000 | 640 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 26,052 | 624 | 0.01% | 0.01% | 209 | +3,101 | 13.51% | Q3 2026 | Oct 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 25,647 | 608 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 25,005 | 599 | 0.01% | 0.01% | 211 | -2,285 | -8.37% | Q3 2026 | Nov 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 25,154 | 596 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 24,380 | 584 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 24,279 | 582 | 0.32% | 0.3% | 214 | +1,349 | 5.88% | Q3 2026 | Oct 15, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 24,163 | 579 | 0.31% | 0.31% | 215 | +1 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 23,942 | 574 | 0.02% | 0.03% | 216 | -8,876 | -27.05% | Q3 2026 | Nov 04, 2026 |
| United Advisor Group, LLC | History | Added to | 23,707 | 568 | 0.05% | 0.05% | 217 | +2,000 | 9.21% | Q3 2026 | Nov 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 23,426 | 561 | 0.06% | 0.07% | 219 | -2,651 | -10.17% | Q3 2026 | Oct 30, 2026 |
| NOMURA HOLDINGS INC | History | No change | 23,669 | 561 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 23,238 | 557 | 0.11% | 0.12% | 221 | -860 | -3.57% | Q3 2026 | Oct 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 23,500 | 557 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 23,303 | 552 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 23,175 | 549 | 0.16% | 0.16% | 223 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Moors & Cabot, Inc. | History | No change | 23,032 | 546 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 22,280 | 534 | 0.0% | — | 225 | +22,280 | New | Q3 2026 | Oct 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 22,410 | 531 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 22,142 | 524 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 21,943 | 520 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 21,391 | 507 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,632 | 489 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 20,400 | 483 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 19,978 | 479 | 0.0% | 0.0% | 232 | -3,931 | -16.44% | Q3 2026 | Nov 05, 2026 |
| Tranquility Partners, LLC | History | Added to | 19,733 | 473 | 0.16% | 0.13% | 233 | +3,995 | 25.38% | Q3 2026 | Oct 20, 2026 |
| Integrated Advisors Network LLC | History | Added to | 19,558 | 468 | 0.02% | 0.02% | 234 | +3,422 | 21.21% | Q3 2026 | Oct 20, 2026 |
| Monument Capital Management | History | Reduced | 19,203 | 460 | 0.1% | 0.1% | 235 | -1,020 | -5.04% | Q3 2026 | Oct 08, 2026 |
| Sage Investment Counsel LLC | History | Added to | 19,065 | 457 | 0.46% | 0.45% | 236 | +261 | 1.39% | Q3 2026 | Oct 26, 2026 |
| Capstone Wealth Management Group, Inc. | History | Reduced | 19,000 | 455 | 0.27% | 0.39% | 237 | -8,450 | -30.78% | Q3 2026 | Oct 19, 2026 |
| Axiom Investment Management LLC | History | Reduced | 18,490 | 443 | 0.37% | 0.29% | 238 | -10 | -0.05% | Q3 2026 | Nov 03, 2026 |
| Private Advisor Group, LLC | History | No change | 18,239 | 432 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 18,077 | 428 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 17,889 | 424 | 0.1% | 0.1% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 17,051 | 408 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 17,000 | 407 | 0.11% | 0.1% | 244 | +1,000 | 6.25% | Q3 2026 | Oct 20, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 17,197 | 407 | 0.1% | 0.1% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 17,124 | 406 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 17,156 | 406 | 0.26% | 0.26% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valtrion Capital Management, LLC | History | No change | 17,110 | 405 | 0.3% | 0.3% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | New | 17,321 | 404 | 0.01% | — | 248 | +17,321 | New | Q3 2026 | Oct 26, 2026 |
| CITIGROUP INC | History | Added to | 16,765 | 402 | 0.0% | 0.0% | 249 | +15,538 | 1266.34% | Q3 2026 | Nov 04, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 16,490 | 395 | 0.19% | 0.19% | 250 | +113 | 0.69% | Q3 2026 | Oct 09, 2026 |
| Texas Yale Capital Corp. | History | No change | 16,156 | 383 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Windsor Advisory Group, LLC | History | No change | 15,975 | 378 | 0.27% | 0.27% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 15,735 | 377 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,181 | 359 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Accredited Investors Inc. | History | No change | 15,000 | 359 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,004 | 355 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 14,600 | 346 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 14,635 | 346 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,529 | 338 | 0.0% | 0.0% | 259 | +734 | 5.32% | Q3 2026 | Nov 04, 2026 |
| Wedmont Private Capital | History | Added to | 14,003 | 337 | 0.01% | 0.01% | 260 | +1,771 | 14.48% | Q3 2026 | Oct 09, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Added to | 14,001 | 335 | 0.23% | 0.18% | 261 | +795 | 6.02% | Q3 2026 | Oct 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 13,644 | 327 | 0.0% | — | 262 | +13,644 | New | Q3 2026 | Oct 26, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 13,546 | 324 | 0.01% | 0.01% | 263 | -1,067 | -7.3% | Q3 2026 | Oct 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,498 | 320 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Key Capital Management, INC | History | Added to | 13,414 | 311 | 0.11% | 0.02% | 265 | +11,849 | 757.12% | Q3 2026 | Nov 03, 2026 |
| Florida Trust Wealth Management Co | History | No change | 12,814 | 307 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,847 | 304 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 12,773 | 302 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 12,100 | 299 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 12,579 | 298 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | No change | 12,500 | 296 | 0.08% | 0.08% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 12,272 | 294 | 0.03% | — | 273 | +12,272 | New | Q3 2026 | Nov 05, 2026 |
| Barnett & Company, Inc. | History | No change | 12,435 | 294 | 0.22% | 0.22% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 12,160 | 291 | 0.01% | — | 274 | +12,160 | New | Q3 2026 | Oct 28, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 12,050 | 288 | 0.21% | 0.22% | 275 | -1,000 | -7.66% | Q3 2026 | Oct 14, 2026 |
| IPG Investment Advisors LLC | History | No change | 11,615 | 287 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Independent Advisor Alliance | History | No change | 12,105 | 287 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 11,948 | 286 | 0.01% | 0.03% | 278 | -10,652 | -47.13% | Q3 2026 | Oct 28, 2026 |
| Bull Harbor Capital LLC | History | No change | 12,000 | 284 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11,910 | 282 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accurate Wealth Management, LLC | History | No change | 11,891 | 282 | 0.02% | 0.03% | 281 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,784 | 279 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,587 | 277 | 0.0% | 0.0% | 283 | +1,000 | 9.45% | Q3 2026 | Oct 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 11,411 | 273 | 0.0% | 0.0% | 284 | -2,745 | -19.39% | Q3 2026 | Nov 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,278 | 267 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Advisor OS, LLC | History | Reduced | 11,111 | 266 | 0.02% | 0.02% | 286 | -16 | -0.14% | Q3 2026 | Nov 03, 2026 |
| BOKF, NA | History | No change | 11,070 | 265 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 11,150 | 264 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Klingman & Associates, LLC | History | Added to | 10,738 | 257 | 0.01% | 0.01% | 289 | +15 | 0.14% | Q3 2026 | Oct 20, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 10,510 | 252 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 10,550 | 250 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aquatic Capital Management LLC | History | No change | 10,512 | 249 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palliser Capital (UK) Ltd | History | No change | 10,517 | 249 | 0.13% | 0.13% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 10,375 | 248 | 0.13% | 0.29% | 294 | -9,587 | -48.03% | Q3 2026 | Nov 04, 2026 |
| Hardy Reed LLC | History | No change | 10,166 | 241 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Architects, LLC | History | New | 10,000 | 239 | 0.02% | — | 296 | +10,000 | New | Q3 2026 | Nov 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 9,918 | 237 | 0.0% | 0.0% | 297 | +318 | 3.31% | Q3 2026 | Nov 02, 2026 |
| Glenview Trust Co | History | No change | 9,900 | 237 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 9,883 | 236 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CV Advisors LLC | History | Reduced | 9,778 | 234 | 0.04% | 0.05% | 300 | -2,252 | -18.72% | Q3 2026 | Oct 13, 2026 |