FS Specialty Lending Fund - FSSL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NOMURA HOLDINGS INC | History | No change | 3,719,086 | 41,467 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 2,900,663 | 32,342 | 9.93% | 9.93% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OAK HILL ADVISORS LP | History | No change | 2,872,108 | 32,024 | 4.57% | 4.57% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 2,800,048 | 31,220 | 1.48% | 1.48% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 2,608,084 | 29,080 | 0.55% | 0.55% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,698,203 | 18,934 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GCM Grosvenor Holdings, LLC | History | No change | 1,501,875 | 16,745 | 0.72% | 0.72% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,365,355 | 15,223 | 0.12% | 0.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,349,894 | 15,051 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,283,267 | 14,308 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 851,272 | 9,491 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| North Ground Capital | History | No change | 817,600 | 9,116 | 10.94% | 10.94% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 700,000 | 7,805 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 585,015 | 6,522 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | No change | 576,794 | 6,431 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Almitas Capital LLC | History | No change | 537,295 | 5,990 | 1.44% | 1.44% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 524,034 | 5,843 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Matisse Capital | History | No change | 519,000 | 5,786 | 2.32% | 2.32% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 497,982 | 5,552 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 428,858 | 4,781 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 327,457 | 3,651 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 317,556 | 3,540 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 287,717 | 3,208 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Asset Management, Inc. | History | No change | 267,262 | 2,979 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 215,000 | 2,397 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 212,854 | 2,373 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | No change | 211,125 | 2,354 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 209,499 | 2,335 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 196,519 | 2,285 | 1.02% | 0.83% | 29 | +30,516 | 18.38% | Q3 2026 | Oct 01, 2026 |
| Clear Street Group Inc. | History | No change | 179,430 | 2,000 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 170,332 | 1,899 | 1.85% | 1.85% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 159,597 | 1,779 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 148,911 | 1,660 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Saba Capital Management, L.P. | History | No change | 128,092 | 1,428 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COFG Advisors, LLC | History | No change | 124,905 | 1,392 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 115,553 | 1,288 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 112,241 | 1,258 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 107,241 | 1,195 | 0.65% | 0.65% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TrueMark Investments, LLC | History | No change | 99,075 | 1,104 | 0.14% | 0.14% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 95,878 | 1,069 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ellis Investment Partners, LLC | History | No change | 93,988 | 1,047 | 0.16% | 0.16% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 87,121 | 971 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| HighTower Advisors, LLC | History | No change | 83,976 | 936 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 83,901 | 935 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 76,737 | 855 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 76,304 | 850 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 74,303 | 829 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 74,255 | 827 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 71,566 | 797 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 64,598 | 720 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 64,207 | 715 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JB Capital LLC | History | No change | 64,040 | 714 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 62,706 | 699 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 61,459 | 685 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 57,396 | 639 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 55,899 | 623 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 53,416 | 595 | 0.26% | 0.26% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 52,452 | 584 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apollon Wealth Management, LLC | History | No change | 51,194 | 570 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 51,083 | 569 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blackstone Inc. | History | No change | 50,363 | 561 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 49,637 | 542 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,949 | 534 | 0.0% | 0.0% | 63 | +100 | 0.22% | Q3 2026 | Oct 08, 2026 |
| Inscription Capital, LLC | History | No change | 47,250 | 526 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 44,674 | 498 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 42,706 | 476 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 41,706 | 465 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | No change | 42,242 | 465 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 42,242 | 465 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 38,457 | 447 | 0.31% | 0.1% | 70 | +25,957 | 207.66% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 39,958 | 445 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 37,781 | 421 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 37,528 | 418 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Maridea Wealth Management LLC | History | No change | 36,856 | 410 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | No change | 35,689 | 397 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 33,723 | 376 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 33,322 | 371 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trivium Point Advisory, LLC | History | No change | 33,202 | 370 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Soltis Investment Advisors LLC | History | No change | 33,129 | 369 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 32,794 | 365 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 32,696 | 364 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 32,865 | 357 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 31,700 | 353 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,266 | 348 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 30,538 | 340 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 30,210 | 336 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 29,725 | 331 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | No change | 29,784 | 331 | 0.09% | 0.09% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alpine Global Management, LLC | History | No change | 29,178 | 325 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 28,791 | 321 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 28,294 | 315 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 28,157 | 313 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 27,907 | 311 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CX Institutional | History | Reduced | 26,030 | 303 | 0.01% | 0.01% | 94 | -4,447 | -14.59% | Q3 2026 | Oct 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 26,594 | 296 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 25,847 | 288 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Csenge Advisory Group | History | No change | 25,881 | 288 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 25,338 | 282 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empower Advisory Group, LLC | History | No change | 24,272 | 270 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 24,174 | 269 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOS Asset Management, LLC | History | No change | 23,648 | 263 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hopwood Nicholas Hunter | History | No change | 23,537 | 262 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | No change | 23,043 | 256 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 23,034 | 256 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bleakley Financial Group, LLC | History | No change | 21,535 | 240 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 20,555 | 229 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 20,121 | 224 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 19,800 | 220 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 19,800 | 220 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 19,594 | 219 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | No change | 19,216 | 214 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,825 | 199 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 17,861 | 199 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 17,843 | 198 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 16,500 | 183 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 16,252 | 181 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 16,025 | 178 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor OS, LLC | History | No change | 15,698 | 175 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clarion Wealth Managment Partners, LLC | History | No change | 15,742 | 175 | 0.14% | 0.14% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Enterprises, LLC | History | No change | 15,689 | 174 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 15,502 | 172 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Brookstone Capital Management | History | No change | 15,212 | 169 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 15,177 | 169 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Inspire Advisors, LLC | History | No change | 14,673 | 163 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 14,208 | 158 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 13,829 | 158 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 14,098 | 157 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 14,034 | 156 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 14,011 | 156 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Western Wealth Management, LLC | History | No change | 13,376 | 149 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 13,094 | 145 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,693 | 141 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 12,541 | 139 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthPLAN Partners, LLC | History | No change | 12,287 | 137 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arista Wealth Management, LLC | History | No change | 12,020 | 134 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NorthRock Partners, LLC | History | No change | 12,007 | 133 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marex Group Ltd | History | No change | 11,654 | 129 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 11,457 | 127 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 11,339 | 126 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,656 | 118 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,653 | 118 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 10,505 | 117 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 10,527 | 117 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 10,433 | 116 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freedom Day Solutions, LLC | History | No change | 10,028 | 111 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,428 | 105 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 8,880 | 99 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Paladin Partners, LLC | History | No change | 8,503 | 98 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 7,938 | 88 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abound Wealth Management | History | No change | 7,748 | 86 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Continuum Advisory, LLC | History | No change | 7,595 | 84 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 7,023 | 78 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,201 | 72 | 0.0% | 0.0% | 153 | +710 | 12.93% | Q3 2026 | Oct 08, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 6,140 | 68 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 5,475 | 61 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,494 | 61 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 5,496 | 61 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 5,108 | 56 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mosley Wealth Management | History | No change | 4,429 | 49 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IAG Wealth Partners, LLC | History | No change | 4,374 | 48 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,255 | 47 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kingdom Financial Group LLC. | History | No change | 4,079 | 45 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,753 | 41 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Financial Planning Group LLC | History | No change | 3,651 | 40 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,149 | 35 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,887 | 32 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2,927 | 32 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,836 | 31 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 2,810 | 31 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,655 | 29 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tidemark, LLC | History | No change | 2,666 | 29 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth LLC | History | No change | 2,645 | 29 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,364 | 26 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Group, LTD | History | No change | 2,410 | 26 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WPG Advisers, LLC | History | No change | 2,307 | 25 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JNBA Financial Advisors | History | No change | 2,229 | 24 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quent Capital, LLC | History | No change | 2,026 | 22 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,984 | 22 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avion Wealth | History | No change | 1,964 | 21 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | No change | 1,965 | 21 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 1,926 | 21 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,835 | 20 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,665 | 18 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,616 | 18 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 1,634 | 18 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1,639 | 18 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advocate Investing Services LLC | History | No change | 1,641 | 18 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 1,551 | 17 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,485 | 16 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | No change | 1,479 | 16 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 1,498 | 16 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Life Planners | History | No change | 1,518 | 16 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,498 | 16 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 1,351 | 15 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFSG, LLC | History | No change | 1,381 | 15 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,428 | 15 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,275 | 14 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Truvestments Capital LLC | History | No change | 1,275 | 14 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,246 | 13 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence Capital Advisors, LLC | History | No change | 1,088 | 12 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | No change | 1,161 | 12 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,030 | 11 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 930 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 916 | 10 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DecisionPoint Financial, LLC | History | No change | 940 | 10 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robinswood Financial LLC | History | No change | 935 | 10 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blue Trust, Inc. | History | No change | 889 | 9 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 719 | 8 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 757 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 773 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meramec Financial Planners, LLC | History | No change | 758 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 644 | 7 | 0.0% | 0.0% | 213 | -1,174 | -64.58% | Q3 2026 | Oct 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 628 | 7 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MCF Advisors LLC | History | No change | 670 | 7 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kozak & Associates, Inc. | History | No change | 657 | 7 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 675 | 7 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Bare Financial Services, Inc | History | No change | 664 | 7 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Navigoe, LLC | History | No change | 714 | 7 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOKF, NA | History | No change | 595 | 6 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concord Wealth Partners | History | No change | 583 | 6 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 556 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 584 | 6 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 470 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 477 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 457 | 5 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| West Financial Advisors, LLC | History | No change | 510 | 5 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Corsicana & Co. | History | No change | 488 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 454 | 5 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 499 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Napier Financial, LLC | History | No change | 465 | 5 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Networth Advisors, LLC | History | No change | 496 | 5 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 441 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 373 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 413 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 425 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 399 | 4 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 368 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SWAN Capital LLC | History | No change | 413 | 4 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 374 | 4 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sunrise Financial Services, LLC | History | No change | 380 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silicon Valley Capital Partners | History | No change | 315 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Dunhill Financial, LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REAP Financial Group, LLC | History | No change | 329 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 352 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Financial Strategies CORP | History | No change | 274 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 211 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GODSEY & GIBB, INC | History | No change | 252 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSETMARK, INC | History | No change | 180 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Capital Management, Inc. | History | No change | 202 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 172 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Darwin Wealth Management, LLC | History | No change | 210 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 237 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POM Investment Strategies, LLC | History | No change | 268 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Advocates LLC | History | No change | 238 | 2 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 238 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 154 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allied Private Wealth LLC | History | No change | 108 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -657 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |