GOLUB CAPITAL BDC, Inc. - GBDC
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STRS OHIO | History | No change | 17,576,643 | 226,387 | 0.85% | 0.85% | 1 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 7,345,885 | 94,614 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 4,710,275 | 60,668 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,876,087 | 49,924 | 2.24% | 2.24% | 4 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | No change | 3,849,396 | 49,580 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,829,164 | 49,319 | 3.03% | 3.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 3,650,215 | 47,014 | 0.28% | 0.28% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,392,551 | 43,696 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,384,088 | 43,248 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARES MANAGEMENT LLC | History | No change | 3,357,115 | 43,239 | 1.88% | 1.88% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Investment Management, LLC | History | No change | 3,174,058 | 40,881 | 0.49% | 0.49% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 3,162,346 | 40,731 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,799,784 | 36,061 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Generali Asset Management SPA SGR | History | No change | 2,630,739 | 33,883 | 0.61% | 0.61% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lalia Capital, LLC | History | No change | 2,605,281 | 33,556 | 16.31% | 16.31% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 2,443,383 | 31,482 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,354,219 | 30,322 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Muzinich & Co., Inc. | History | No change | 2,055,071 | 26,469 | 9.04% | 9.04% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,765,242 | 22,736 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,652,518 | 21,284 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 1,552,650 | 19,998 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arnhold LLC | History | No change | 1,537,089 | 19,797 | 1.39% | 1.39% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,289,976 | 16,614 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,258,215 | 16,205 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 1,235,407 | 15,912 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 1,193,180 | 15,368 | 0.95% | 0.95% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hirtle & Co., LLC | History | No change | 1,009,620 | 13,003 | 0.43% | 0.43% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 6,165 | 12,553 | 0.14% | 0.14% | 28 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 942,550 | 12,140 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 931,687 | 12,074 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 922,439 | 11,881 | 0.58% | 0.58% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 864,877 | 11,139 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 853,625 | 10,994 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 812,128 | 10,460 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 753,317 | 9,702 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 684,435 | 8,815 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prairiewood Capital, LLC | History | No change | 562,432 | 7,244 | 1.88% | 1.88% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 557,919 | 7,185 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Next Capital Management LLC | History | No change | 505,442 | 6,510 | 1.76% | 1.76% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lido Advisors, LLC | History | No change | 498,198 | 6,416 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 474,325 | 6,109 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 458,427 | 5,904 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 442,331 | 5,697 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 439,175 | 5,656 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 438,634 | 5,649 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisors Capital Management, LLC | History | No change | 435,853 | 5,613 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 423,216 | 5,451 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 421,314 | 5,426 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 415,746 | 5,354 | 0.4% | 0.4% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 409,860 | 5,279 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 392,900 | 5,060 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 380,183 | 4,896 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 378,044 | 4,869 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Granite FO LLC | History | No change | 374,795 | 4,827 | 2.55% | 2.55% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 374,135 | 4,818 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 366,121 | 4,715 | 2.36% | 2.36% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 363,782 | 4,685 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tranquility Partners, LLC | History | No change | 349,982 | 4,507 | 1.55% | 1.55% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 344,707 | 4,439 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 344,100 | 4,432 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BROWN ADVISORY INC | History | No change | 343,374 | 4,422 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 342,960 | 4,417 | 0.44% | 0.44% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 331,237 | 4,266 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 330,356 | 4,246 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 335,237 | 4,234 | 0.07% | 0.07% | 65 | +7,714 | 2.36% | Q3 2026 | Oct 01, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 323,215 | 4,163 | 0.12% | 0.12% | 66 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 312,605 | 4,026 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 307,379 | 3,959 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 304,116 | 3,917 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 302,407 | 3,895 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 297,235 | 3,828 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | No change | 287,881 | 3,707 | 0.38% | 0.38% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 279,310 | 3,597 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 275,686 | 3,550 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Naviter Wealth, LLC | History | No change | 267,898 | 3,450 | 0.31% | 0.31% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 250,990 | 3,232 | 0.99% | 0.99% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | No change | 242,994 | 3,129 | 0.33% | 0.33% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 239,802 | 3,088 | 0.23% | 0.23% | 78 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 236,264 | 3,043 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 223,750 | 2,882 | 0.73% | 0.73% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 220,056 | 2,834 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abundance Wealth Counselors | History | No change | 218,702 | 2,816 | 0.18% | 0.18% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Snowden Capital Advisors LLC | History | No change | 215,791 | 2,779 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GraniteShares Advisors LLC | History | No change | 206,101 | 2,654 | 1.71% | 1.71% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 179,528 | 2,312 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 176,750 | 2,276 | 0.17% | 0.17% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 180,151 | 2,275 | 0.23% | 0.26% | 87 | +2,852 | 1.61% | Q3 2026 | Oct 08, 2026 |
| Waterloo Capital, L.P. | History | No change | 171,770 | 2,212 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 170,131 | 2,191 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silverberg Bernstein Capital Management LLC | History | No change | 155,944 | 2,008 | 0.77% | 0.77% | 90 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 144,908 | 1,866 | 0.87% | 0.87% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Texas Yale Capital Corp. | History | No change | 138,654 | 1,785 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 138,356 | 1,782 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 139,842 | 1,766 | 0.61% | 0.63% | 94 | -962 | -0.68% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | No change | 135,134 | 1,740 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisor OS, LLC | History | No change | 131,847 | 1,698 | 0.11% | 0.11% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focused Wealth Management, Inc | History | No change | 125,391 | 1,615 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LRI Investments, LLC | History | No change | 124,179 | 1,599 | 0.13% | 0.13% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 121,035 | 1,558 | 0.32% | 0.32% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| General Partner, Inc. | History | No change | 123,041 | 1,554 | 0.83% | 0.85% | 100 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 120,200 | 1,548 | 0.66% | 0.66% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Family Office, LLC | History | No change | 119,013 | 1,532 | 0.62% | 0.62% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 118,331 | 1,524 | 0.29% | 0.29% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whipplewood Advisors, LLC | History | No change | 112,027 | 1,442 | 0.97% | 0.97% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Osbon Capital Management LLC | History | No change | 111,755 | 1,439 | 1.13% | 1.13% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | No change | 109,216 | 1,406 | 0.23% | 0.23% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 107,382 | 1,383 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 101,186 | 1,303 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 101,058 | 1,301 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 100,443 | 1,293 | 0.19% | 0.19% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 98,437 | 1,267 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 98,294 | 1,266 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 96,554 | 1,243 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Headlands Technologies LLC | History | No change | 91,617 | 1,180 | 0.13% | 0.13% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 91,279 | 1,175 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 84,244 | 1,102 | 0.73% | 0.73% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 85,477 | 1,100 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 84,548 | 1,088 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 84,213 | 1,084 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 83,925 | 1,080 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 80,442 | 1,036 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 80,000 | 1,030 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 79,906 | 1,029 | 0.32% | 0.32% | 123 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 79,859 | 1,028 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 79,660 | 1,026 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 78,991 | 1,017 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ehrenkranz Partners L.P. | History | No change | 77,366 | 996 | 0.57% | 0.57% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 77,219 | 994 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 77,000 | 991 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 76,897 | 990 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avestar Capital, LLC | History | No change | 76,840 | 989 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 75,850 | 976 | 0.21% | 0.21% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 74,107 | 954 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCS Capital Management LLC | History | No change | 72,372 | 932 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 70,987 | 914 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 70,893 | 913 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Evercore Wealth Management, LLC | History | No change | 62,814 | 809 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 61,430 | 793 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 61,624 | 793 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Commerce Advisors, LLC | History | No change | 60,988 | 785 | 0.43% | 0.43% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Callodine Capital Management, LP | History | No change | 58,112 | 748 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 57,473 | 740 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 56,402 | 726 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LM Advisors LLC | History | No change | 56,000 | 721 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 55,408 | 713 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 55,213 | 711 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 54,613 | 703 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 53,396 | 687 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMG National Trust Bank | History | No change | 52,204 | 672 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 52,013 | 669 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 51,092 | 658 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 50,276 | 647 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 47,457 | 611 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 47,300 | 609 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 45,826 | 590 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Haven Private, LLC | History | No change | 44,413 | 572 | 0.22% | 0.22% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 44,394 | 571 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 44,591 | 569 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 44,208 | 569 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 44,050 | 567 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 42,750 | 559 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 43,021 | 555 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 42,057 | 541 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Wealth, LLC | History | No change | 41,825 | 538 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 41,447 | 533 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 41,457 | 533 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investment Research Partners LLC | History | No change | 40,918 | 527 | 0.18% | 0.18% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewGen Asset Management Ltd | History | No change | 40,000 | 515 | 0.21% | 0.21% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 39,381 | 507 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFC Advisors LLC | History | No change | 38,956 | 501 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 38,748 | 499 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J.M. Arbour, LLC | History | No change | 38,364 | 494 | 0.43% | 0.43% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 38,261 | 492 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 38,163 | 491 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 38,083 | 490 | 0.48% | 0.48% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ProShare Advisors LLC | History | No change | 38,007 | 489 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 37,387 | 481 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | No change | 36,300 | 473 | 0.37% | 0.37% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Monument Capital Management | History | Reduced | 36,762 | 464 | 0.1% | 0.1% | 179 | -1,821 | -4.72% | Q3 2026 | Oct 08, 2026 |
| Bison Wealth, LLC | History | No change | 35,799 | 460 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 35,695 | 459 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 35,043 | 451 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Shade Tree Advisors LLC | History | No change | 33,565 | 432 | 0.25% | 0.25% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 32,484 | 410 | 0.03% | 0.03% | 184 | -408 | -1.24% | Q3 2026 | Oct 05, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 31,432 | 404 | 0.38% | 0.38% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 31,259 | 402 | 0.09% | 0.09% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 30,957 | 399 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 30,550 | 393 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Moors & Cabot, Inc. | History | No change | 30,428 | 391 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empowered Funds, LLC | History | No change | 29,553 | 380 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 28,975 | 373 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ethos Financial Group, LLC | History | No change | 28,024 | 360 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Klingman & Associates, LLC | History | No change | 27,788 | 357 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 26,162 | 336 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| waypoint wealth counsel | History | No change | 26,145 | 336 | 0.21% | 0.21% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 25,809 | 332 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Black Swift Group, LLC | History | No change | 24,875 | 320 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 24,208 | 311 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 24,002 | 309 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 23,033 | 297 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 22,843 | 294 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OneAscent Wealth Management LLC | History | No change | 22,594 | 291 | 0.09% | 0.09% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 22,434 | 288 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTED ADVISORS | History | No change | 22,355 | 287 | 0.25% | 0.25% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 22,111 | 284 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Port Capital LLC | History | No change | 22,000 | 283 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 21,435 | 276 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 21,255 | 273 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RDA Financial Network | History | No change | 21,183 | 272 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Magnus Financial Group LLC | History | No change | 20,615 | 265 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| New World Advisors LLC | History | No change | 20,124 | 259 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Palliser Capital (UK) Ltd | History | No change | 20,129 | 259 | 0.14% | 0.14% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAZ INVESTMENTS LP | History | No change | 20,000 | 257 | 0.27% | 0.27% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almitas Capital LLC | History | No change | 20,000 | 257 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 19,928 | 256 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 18,883 | 243 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,177 | 242 | 0.0% | 0.0% | 217 | +15,805 | 468.71% | Q3 2026 | Oct 08, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 18,749 | 241 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avail Investment Partners, LLC | History | No change | 18,563 | 239 | 0.18% | 0.18% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| M&T BANK CORP | History | No change | 18,360 | 236 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockingstone Advisors LLC | History | No change | 18,345 | 236 | 0.09% | 0.09% | 221 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Penbrook Management LLC | History | No change | 18,060 | 232 | 0.15% | 0.15% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 17,567 | 226 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 17,316 | 223 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jain Global LLC | History | No change | 17,143 | 220 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 17,064 | 219 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 17,068 | 219 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brucke Financial, Inc. | History | No change | 17,019 | 219 | 0.1% | 0.1% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keel Point, LLC | History | No change | 16,622 | 214 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Significant Wealth Partners LLC | History | No change | 16,590 | 213 | 0.23% | 0.23% | 230 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MATAURO, LLC | History | No change | 16,611 | 213 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 16,000 | 206 | 0.1% | 0.1% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 15,926 | 205 | 0.11% | 0.11% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | No change | 15,637 | 201 | 0.2% | 0.2% | 234 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| National Philanthropic Trust | History | No change | 15,615 | 201 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 15,430 | 198 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 15,222 | 196 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Core Wealth Partners LLC | History | No change | 15,060 | 193 | 0.08% | 0.08% | 238 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 14,823 | 190 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 14,601 | 188 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 14,485 | 186 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CFO4Life Group, LLC | History | No change | 13,669 | 176 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 13,552 | 174 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True North Advisors, LLC | History | No change | 13,420 | 172 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 13,481 | 170 | 0.04% | 0.04% | 245 | +314 | 2.38% | Q3 2026 | Oct 06, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 13,190 | 169 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 13,008 | 167 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 12,826 | 165 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 12,496 | 160 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 12,215 | 157 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 12,057 | 155 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 11,875 | 152 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 11,809 | 152 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 11,753 | 151 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 11,717 | 150 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 11,582 | 149 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,519 | 148 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 11,555 | 148 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAP Partners, LLC | History | No change | 11,226 | 144 | 0.07% | 0.07% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triumph Capital Management | History | No change | 10,533 | 135 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 10,482 | 135 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,424 | 134 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 10,357 | 133 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Squarepoint Ops LLC | History | No change | 10,288 | 132 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 10,071 | 129 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 10,000 | 128 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GatePass Capital, LLC | History | No change | 10,000 | 128 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 27,693 | 118 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ancora Advisors LLC | History | No change | 8,892 | 114 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 8,826 | 113 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6,936 | 89 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 200,000 | 87 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 5,975 | 76 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 5,542 | 71 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,342 | 68 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TORONTO DOMINION BANK | History | No change | 5,128 | 66 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | No change | 4,650 | 59 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,164 | 53 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 3,801 | 48 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Group, LTD | History | No change | 3,750 | 48 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bayforest Capital Ltd | History | No change | 3,780 | 48 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 3,307 | 42 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bogart Wealth, LLC | History | No change | 3,000 | 38 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 3,000 | 38 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MTM Investment Management, LLC | History | No change | 2,800 | 36 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,828 | 35 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,737 | 35 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Burk Holdings LLC | History | No change | 2,365 | 30 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,971 | 25 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 1,831 | 23 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Silicon Valley Capital Partners | History | No change | 1,202 | 15 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,119 | 14 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,071 | 13 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 885 | 11 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 830 | 10 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fairway Wealth LLC | History | No change | 831 | 10 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 557 | 7 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 460 | 6 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Fortitude Family Office, LLC | History | No change | 530 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 473 | 6 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SouthState Bank Corp | History | No change | 340 | 4 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 358 | 4 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 355 | 4 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 293 | 3 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 250 | 3 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quarry LP | History | No change | 280 | 3 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 193 | 2 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 165 | 2 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 215 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 170 | 2 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 154 | 1 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 1 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 109 | 1 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -300,000 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Miller Global Investments, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -16,566 | -100.0% | Q3 2026 | Oct 02, 2026 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q3 2026 | Oct 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q3 2026 | Oct 07, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2026 | Oct 08, 2026 |
| DANSKE BANK A/S | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |