DoubleLine Income Solutions Fund - DSL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | History | No change | 2,938,932 | 32,504 | 3.95% | 3.95% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,668,961 | 29,518 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,377,823 | 26,298 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 2,099,349 | 23,218 | 0.18% | 0.18% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,052,276 | 22,698 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,125,915 | 12,452 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,027,117 | 11,359 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 924,874 | 9,248 | 0.05% | 0.04% | 8 | +253,116 | 37.68% | Q3 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 785,410 | 8,687 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 777,126 | 8,596 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 694,457 | 7,680 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 670,828 | 7,419 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 588,407 | 6,507 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 500,207 | 5,532 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 442,787 | 4,897 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COHEN & STEERS, INC. | History | No change | 428,993 | 4,745 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intellectus Partners, LLC | History | No change | 422,950 | 4,677 | 0.81% | 0.81% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shaker Financial Services, LLC | History | Added to | 415,052 | 4,150 | 1.37% | 1.23% | 18 | +59,383 | 16.7% | Q3 2026 | Oct 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 348,910 | 3,858 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | No change | 315,345 | 3,487 | 0.3% | 0.3% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ascentis Independent Advisors | History | New | 336,773 | 3,368 | 0.2% | — | 21 | +336,773 | New | Q3 2026 | Nov 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 312,944 | 3,129 | 0.06% | 0.07% | 22 | -39,398 | -11.18% | Q3 2026 | Oct 13, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 277,377 | 2,967 | 0.59% | 0.59% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 259,563 | 2,870 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gridiron Partners, LLC | History | Added to | 285,876 | 2,858 | 1.43% | 0.56% | 25 | +188,730 | 194.27% | Q3 2026 | Oct 08, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 246,847 | 2,730 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M Holdings Securities, Inc. | History | New | 265,556 | 2,608 | 0.16% | — | 27 | +265,556 | New | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 210,919 | 2,332 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 229,796 | 2,297 | 0.17% | 0.19% | 29 | -318 | -0.14% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 227,877 | 2,278 | 0.03% | 0.05% | 30 | -72,629 | -24.17% | Q3 2026 | Nov 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 188,529 | 2,085 | 0.13% | 0.13% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 177,028 | 1,957 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 170,093 | 1,881 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rareview Capital LLC | History | Added to | 179,265 | 1,792 | 0.85% | 1.14% | 34 | +13,232 | 7.97% | Q3 2026 | Nov 05, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 140,513 | 1,554 | 0.3% | 0.3% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 137,933 | 1,379 | 0.01% | 0.01% | 36 | +1,594 | 1.17% | Q3 2026 | Oct 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 132,372 | 1,324 | 0.0% | — | 37 | +132,372 | New | Q3 2026 | Nov 05, 2026 |
| B.A. Schrock Wealth Management, Inc. | History | New | 131,970 | 1,318 | 0.48% | — | 38 | +131,970 | New | Q3 2026 | Oct 14, 2026 |
| Private Advisor Group, LLC | History | No change | 117,415 | 1,298 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 124,690 | 1,246 | 0.02% | 0.02% | 40 | +14,300 | 12.95% | Q3 2026 | Oct 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 118,690 | 1,186 | 0.0% | 0.0% | 41 | +6,631 | 5.92% | Q3 2026 | Nov 02, 2026 |
| Logan Stone Capital, LLC | History | No change | 106,340 | 1,176 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 115,959 | 1,160 | 0.0% | 0.0% | 43 | -3,407 | -2.85% | Q3 2026 | Nov 02, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 108,501 | 1,085 | 0.82% | 0.89% | 44 | -241 | -0.22% | Q3 2026 | Oct 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 103,660 | 1,025 | 0.07% | 0.08% | 45 | +2,470 | 2.44% | Q3 2026 | Oct 30, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 91,959 | 1,017 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 88,102 | 974 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 92,903 | 929 | 0.02% | 0.03% | 48 | -9,704 | -9.46% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 79,547 | 879 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strong Tower Advisory Services | History | Added to | 80,319 | 803 | 0.14% | 0.15% | 50 | +5,125 | 6.82% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 68,508 | 757 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 67,480 | 746 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 67,247 | 743 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| &PARTNERS | History | No change | 65,864 | 727 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 64,067 | 709 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 69,392 | 693 | 0.02% | 0.01% | 56 | +39,029 | 128.54% | Q3 2026 | Oct 23, 2026 |
| GHE, LLC | History | No change | 58,450 | 646 | 0.24% | 0.24% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maridea Wealth Management LLC | History | No change | 57,782 | 639 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 57,144 | 632 | 0.27% | 0.27% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 55,953 | 618 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOSTER & MOTLEY INC | History | No change | 54,837 | 607 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 50,815 | 562 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ramiah Investment Group | History | Reduced | 54,400 | 543 | 0.42% | 0.49% | 63 | -3,162 | -5.49% | Q3 2026 | Oct 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 49,128 | 543 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 53,292 | 532 | 0.04% | 0.04% | 65 | +157 | 0.3% | Q3 2026 | Oct 26, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 52,298 | 522 | 0.12% | 0.15% | 66 | +2,952 | 5.98% | Q3 2026 | Oct 16, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 51,394 | 513 | 0.01% | 0.01% | 67 | -5,535 | -9.72% | Q3 2026 | Oct 26, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 46,420 | 513 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 46,436 | 513 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 46,153 | 510 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Capital Advisors,llc | History | Added to | 50,193 | 501 | 0.1% | 0.07% | 71 | +21,786 | 76.69% | Q3 2026 | Oct 13, 2026 |
| Cypress Capital Group | History | No change | 49,895 | 498 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 44,627 | 493 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 44,240 | 489 | 0.35% | 0.35% | 74 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 48,731 | 487 | 0.08% | 0.09% | 75 | +438 | 0.91% | Q3 2026 | Oct 13, 2026 |
| Sequent Planning LLC | History | No change | 42,904 | 474 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 42,114 | 465 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 41,335 | 457 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 45,295 | 448 | 0.0% | 0.0% | 79 | -5,901 | -11.53% | Q3 2026 | Oct 13, 2026 |
| E&G Advisors, LLC | History | Reduced | 44,500 | 445 | 0.09% | 0.1% | 80 | -2,500 | -5.32% | Q3 2026 | Oct 13, 2026 |
| Triumph Capital Management | History | Added to | 38,164 | 381 | 0.07% | 0.07% | 81 | +3,387 | 9.74% | Q3 2026 | Oct 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 33,614 | 371 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 36,245 | 362 | 0.09% | 0.1% | 83 | +215 | 0.6% | Q3 2026 | Oct 29, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 35,848 | 358 | 0.26% | 0.28% | 84 | +1,109 | 3.19% | Q3 2026 | Oct 22, 2026 |
| Mariner, LLC | History | No change | 31,344 | 346 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,912 | 339 | 0.0% | 0.0% | 86 | +366 | 1.09% | Q3 2026 | Nov 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 28,484 | 315 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 28,313 | 313 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRAIRIE ADVISORY, LLC | History | Added to | 30,788 | 307 | 0.04% | 0.04% | 89 | +15,670 | 103.65% | Q3 2026 | Oct 19, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 30,024 | 300 | 0.12% | 0.06% | 90 | +5,328 | 21.57% | Q3 2026 | Oct 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 27,078 | 299 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26,928 | 297 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 26,806 | 296 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| United Advisor Group, LLC | History | Reduced | 28,584 | 285 | 0.03% | 0.04% | 94 | -2,932 | -9.3% | Q3 2026 | Nov 02, 2026 |
| Kovack Advisors, Inc. | History | No change | 22,737 | 250 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creekside Partners | History | No change | 24,815 | 248 | 0.09% | 0.1% | 96 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 20,553 | 227 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 20,500 | 226 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 20,235 | 223 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Next Level Private LLC | History | Added to | 22,180 | 221 | 0.04% | 0.05% | 101 | +578 | 2.68% | Q3 2026 | Oct 20, 2026 |
| NOMURA HOLDINGS INC | History | No change | 20,000 | 221 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 19,919 | 220 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Activest Wealth Management | History | Reduced | 21,752 | 217 | 0.04% | 0.06% | 103 | -4,659 | -17.64% | Q3 2026 | Oct 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 21,157 | 211 | 0.0% | 0.0% | 104 | -1,167 | -5.23% | Q3 2026 | Nov 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 19,088 | 211 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 20,000 | 200 | 0.12% | 0.12% | 106 | +2,000 | 11.11% | Q3 2026 | Oct 15, 2026 |
| Capital Investment Advisors, LLC | History | No change | 19,750 | 197 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 17,165 | 189 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 18,390 | 183 | 0.02% | 0.03% | 109 | -3,785 | -17.07% | Q3 2026 | Oct 21, 2026 |
| BFC Planning, Inc. | History | No change | 16,063 | 177 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Alteri Wealth LLC | History | No change | 15,056 | 166 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,591 | 165 | 0.0% | 0.01% | 113 | -1,505 | -8.32% | Q3 2026 | Oct 14, 2026 |
| ArchPoint Investors | History | No change | 15,000 | 165 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 14,830 | 164 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,318 | 163 | 0.0% | 0.0% | 115 | +417 | 2.62% | Q3 2026 | Nov 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 16,000 | 160 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 14,400 | 159 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Left Brain Wealth Management, LLC | History | Reduced | 15,548 | 155 | 0.05% | 0.21% | 118 | -48,542 | -75.74% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,863 | 153 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | New | 15,000 | 150 | 0.0% | — | 120 | +15,000 | New | Q3 2026 | Oct 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,823 | 148 | 0.01% | 0.01% | 121 | +41 | 0.28% | Q3 2026 | Oct 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 13,350 | 147 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 13,093 | 144 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Advocates, LLC | History | New | 13,800 | 138 | 0.12% | — | 124 | +13,800 | New | Q3 2026 | Nov 05, 2026 |
| Bell Bank | History | No change | 13,656 | 136 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,709 | 129 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berger Financial Group, Inc | History | No change | 11,521 | 127 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | New | 11,675 | 124 | 0.0% | — | 128 | +11,675 | New | Q3 2026 | Nov 03, 2026 |
| PFG Investments, LLC | History | No change | 11,058 | 122 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Traynor Capital Management, Inc. | History | No change | 12,121 | 121 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 10,748 | 118 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 11,822 | 118 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,675 | 116 | 0.0% | 0.0% | 133 | +114 | 0.99% | Q3 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO | History | No change | 10,508 | 114 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,404 | 114 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 10,736 | 107 | 0.0% | 0.0% | 136 | +60 | 0.56% | Q3 2026 | Oct 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 10,622 | 106 | 0.01% | 0.01% | 137 | +52 | 0.49% | Q3 2026 | Oct 19, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 10,105 | 101 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 6,056 | 66 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 6,027 | 66 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,345 | 59 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,559 | 50 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,984 | 44 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIXIS | History | No change | 3,743 | 41 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 3,350 | 37 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,101 | 34 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,855 | 31 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,882 | 31 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,670 | 29 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 2,500 | 27 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 2,699 | 26 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,281 | 25 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,500 | 25 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,835 | 20 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,951 | 19 | 0.0% | 0.0% | 155 | +61 | 3.23% | Q3 2026 | Oct 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,800 | 18 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,356 | 14 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,490 | 14 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,350 | 13 | 0.0% | — | 159 | +1,350 | New | Q3 2026 | Oct 27, 2026 |
| CENTRAL TRUST Co | History | New | 1,250 | 12 | 0.0% | — | 163 | +1,250 | New | Q3 2026 | Nov 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,135 | 12 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,250 | 12 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,238 | 12 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| United Community Bank | History | New | 1,071 | 10 | 0.0% | — | 166 | +1,071 | New | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,027 | 10 | 0.0% | 0.0% | 165 | +5 | 0.49% | Q3 2026 | Oct 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,000 | 10 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Noble Wealth Management PBC | History | New | 900 | 9 | 0.0% | — | 167 | +900 | New | Q3 2026 | Oct 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 650 | 7 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 675 | 6 | 0.0% | — | 169 | +675 | New | Q3 2026 | Oct 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 614 | 6 | 0.0% | — | 170 | +614 | New | Q3 2026 | Oct 15, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Operose Advisors LLC | History | No change | 481 | 5 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 489 | 4 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | No change | 307 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Dauntless Investment Group, LLC | History | No change | 326 | 3 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 357 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 250 | 2 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Basepoint Wealth LLC | History | No change | 223 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | New | 159 | 1 | 0.0% | — | 180 | +159 | New | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 162 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,074 | -100.0% | Q3 2026 | Nov 02, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.02% | — | -11,526 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |