Carlyle Secured Lending, Inc. - CGBD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | No change | 3,086,927 | 32,505 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 2,799,104 | 29,474 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,748,836 | 18,415 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,395,189 | 14,691 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 1,361,251 | 14,334 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | No change | 1,184,888 | 12,476 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lalia Capital, LLC | History | No change | 927,333 | 9,764 | 4.75% | 4.75% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 870,513 | 9,166 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Muzinich & Co., Inc. | History | No change | 741,278 | 7,805 | 2.67% | 2.67% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Ground Capital | History | No change | 616,000 | 6,486 | 7.78% | 7.78% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 577,568 | 6,090 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 563,240 | 5,955 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 524,193 | 5,519 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 519,735 | 5,472 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diameter Capital Partners LP | History | No change | 508,387 | 5,353 | 0.43% | 0.43% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARES MANAGEMENT LLC | History | No change | 472,187 | 4,972 | 0.22% | 0.22% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 465,613 | 4,902 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 448,847 | 4,726 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 444,533 | 4,680 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 352,150 | 3,708 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 287,445 | 3,026 | 0.21% | 0.21% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 280,420 | 2,952 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 276,868 | 2,915 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TORONTO DOMINION BANK | History | No change | 263,276 | 2,772 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 229,477 | 2,416 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callodine Capital Management, LP | History | No change | 225,000 | 2,369 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 224,183 | 2,360 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cliffwater LLC | History | No change | 207,319 | 2,183 | 0.54% | 0.54% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 200,997 | 2,116 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 188,424 | 1,984 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 182,377 | 1,920 | 0.88% | 0.88% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 170,736 | 1,797 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Significant Wealth Partners LLC | History | No change | 164,757 | 1,734 | 1.88% | 1.88% | 33 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 149,880 | 1,578 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ethos Financial Group, LLC | History | No change | 136,990 | 1,442 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 136,758 | 1,440 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 132,350 | 1,393 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 126,936 | 1,336 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 119,781 | 1,280 | 0.28% | 0.29% | 39 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 108,547 | 1,143 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 107,636 | 1,133 | 0.35% | 0.35% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 103,761 | 1,092 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 101,236 | 1,066 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 100,250 | 1,055 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 95,496 | 1,005 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 90,404 | 951 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 83,677 | 881 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 82,388 | 867 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 78,393 | 825 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 78,104 | 822 | 0.8% | 0.8% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 74,753 | 787 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 72,707 | 765 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpine Global Management, LLC | History | No change | 71,496 | 752 | 0.12% | 0.12% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 67,757 | 713 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 66,980 | 705 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DENALI ADVISORS LLC | History | No change | 66,398 | 699 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 65,157 | 686 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | No change | 55,956 | 589 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 53,857 | 567 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 52,475 | 553 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Whipplewood Advisors, LLC | History | No change | 51,820 | 545 | 0.37% | 0.37% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Naviter Wealth, LLC | History | No change | 49,300 | 536 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 50,000 | 526 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 48,983 | 523 | 0.0% | 0.0% | 64 | +13,005 | 36.15% | Q3 2026 | Oct 08, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 46,857 | 493 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Palliser Capital (UK) Ltd | History | No change | 45,703 | 481 | 0.26% | 0.26% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 44,160 | 463 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Almitas Capital LLC | History | No change | 42,885 | 451 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 42,902 | 451 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 40,673 | 428 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 40,381 | 425 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 40,295 | 424 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 39,600 | 416 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 38,124 | 414 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DRW Securities, LLC | History | No change | 35,202 | 370 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 34,501 | 363 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 33,774 | 355 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerberus Capital Management, L.P. | History | No change | 30,000 | 315 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 29,803 | 313 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 28,072 | 295 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 27,606 | 290 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Advisor Group, LLC | History | No change | 26,181 | 275 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 25,015 | 263 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Wealth, LLC | History | No change | 24,760 | 260 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cascade Financial Partners, LLC | History | No change | 24,620 | 259 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MQS Management LLC | History | No change | 24,386 | 256 | 0.31% | 0.31% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 23,500 | 247 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMH CAPITAL ADVISORS INC | History | No change | 21,946 | 231 | 0.91% | 0.91% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 21,130 | 229 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 21,374 | 225 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 21,291 | 224 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clarus Group, Inc. | History | No change | 21,291 | 224 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Advisory, LLC | History | No change | 20,978 | 220 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 20,231 | 213 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 19,500 | 211 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAZ INVESTMENTS LP | History | No change | 20,000 | 210 | 0.22% | 0.22% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Maple Capital Management LP | History | No change | 20,000 | 210 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 19,324 | 203 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantbot Technologies LP | History | No change | 19,084 | 200 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 18,125 | 198 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 17,562 | 184 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,457 | 183 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 16,794 | 176 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 15,507 | 163 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,205 | 160 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | No change | 15,047 | 158 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eagle Strategies LLC | History | No change | 14,863 | 156 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glenview Trust Co | History | No change | 14,000 | 147 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,843 | 145 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CFO4Life Group, LLC | History | No change | 12,277 | 129 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCS Capital Management LLC | History | No change | 11,314 | 123 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,100 | 116 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,894 | 114 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 10,373 | 109 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 9,665 | 101 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 7,087 | 74 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,765 | 60 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Security National Bank | History | No change | 4,911 | 51 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | No change | 4,917 | 51 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Burk Holdings LLC | History | No change | 3,499 | 36 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,011 | 31 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | No change | 3,000 | 31 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 2,528 | 26 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,336 | 24 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,976 | 20 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,953 | 20 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,755 | 18 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,530 | 16 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LGT Financial Advisors LLC | History | No change | 1,290 | 13 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,000 | 11 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 660 | 6 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | History | No change | 500 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 400 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 450 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CHELSEA COUNSEL CO | History | No change | 340 | 3 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 228 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 129 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 179 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 161 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 101 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altshuler Shaham Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |