GABELLI DIVIDEND & INCOME TRUST - GDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 8,035,248 | 236,236 | 0.01% | 0.01% | 1 | -59,968 | -0.74% | Q2 2026 | Aug 13, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 4,679,415 | 137,574 | 3.53% | 3.8% | 2 | -427,045 | -8.36% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | Reduced | 1,444,270 | 42,461 | 1.22% | 1.26% | 3 | -55,430 | -3.7% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,408,394 | 41,406 | 0.01% | 0.01% | 4 | +56,256 | 4.16% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,359,383 | 39,965 | 0.01% | 0.01% | 5 | +12,457 | 0.92% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 870,119 | 25,581 | 0.04% | 0.03% | 6 | +127,322 | 17.14% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 684,610 | 20,127 | 0.31% | 0.3% | 7 | +16,728 | 2.5% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 638,803 | 18,781 | 0.36% | 0.35% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 626,000 | 18,404 | 2.68% | 2.5% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 568,342 | 16,709 | 0.0% | 0.0% | 10 | -9,231 | -1.6% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 538,270 | 15,825 | 0.0% | 0.0% | 11 | +3,698 | 0.69% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 497,861 | 14,637 | 0.0% | 0.0% | 12 | -8,977 | -1.77% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 365,524 | 10,746 | 0.05% | 0.05% | 13 | +6,833 | 1.9% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 364,886 | 10,728 | 0.02% | 0.02% | 14 | +10,000 | 2.82% | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, LLP | History | Reduced | 299,458 | 8,804 | 1.94% | 1.81% | 15 | -433 | -0.14% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 276,151 | 8,118 | 0.01% | 0.01% | 16 | +380 | 0.14% | Q2 2026 | Aug 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 262,242 | 7,709 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 173,745 | 5,108 | 0.64% | 0.62% | 18 | +14,715 | 9.25% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 166,979 | 4,909 | 0.05% | 0.05% | 19 | +2,106 | 1.28% | Q2 2026 | Aug 03, 2026 |
| Shaker Financial Services, LLC | History | Added to | 164,020 | 4,822 | 1.51% | 0.51% | 20 | +110,159 | 204.52% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | Reduced | 150,231 | 4,415 | 0.02% | 0.02% | 21 | -1,083 | -0.72% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 142,435 | 4,227 | 0.01% | 0.01% | 22 | +13,995 | 10.9% | Q2 2026 | Jul 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 129,305 | 3,801 | 0.0% | 0.0% | 23 | +94 | 0.07% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 129,054 | 3,794 | 0.01% | 0.01% | 24 | -6,901 | -5.08% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 126,603 | 3,722 | 0.11% | 0.1% | 25 | +11,628 | 10.11% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | Reduced | 121,266 | 3,565 | 0.0% | 0.0% | 26 | -1,226 | -1.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 106,118 | 3,120 | 0.01% | 0.01% | 27 | -8,505 | -7.42% | Q2 2026 | Jul 27, 2026 |
| MSH Capital Advisors LLC | History | Added to | 100,946 | 2,967 | 0.52% | 0.57% | 28 | +375 | 0.37% | Q2 2026 | Aug 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 95,085 | 2,795 | 0.17% | 0.15% | 29 | -11,877 | -11.1% | Q2 2026 | Aug 12, 2026 |
| Live Oak Private Wealth LLC | History | No change | 91,222 | 2,681 | 0.34% | 0.34% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 88,163 | 2,592 | 0.04% | 0.04% | 31 | +6,250 | 7.63% | Q2 2026 | Jul 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 87,039 | 2,558 | 0.48% | 0.48% | 32 | +946 | 1.1% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 79,859 | 2,347 | 0.17% | 0.2% | 33 | -15,000 | -15.81% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 75,483 | 2,219 | 0.01% | 0.01% | 34 | -39,476 | -34.34% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 67,372 | 1,980 | 0.0% | 0.0% | 35 | +12,567 | 22.93% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 66,086 | 1,943 | 0.0% | — | 36 | +66,086 | New | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 65,570 | 1,927 | 0.0% | 0.0% | 37 | +10 | 0.02% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | Reduced | 61,252 | 1,800 | 0.02% | 0.02% | 38 | -1,094 | -1.75% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 53,481 | 1,572 | 0.0% | 0.0% | 39 | -11,316 | -17.46% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 52,779 | 1,551 | 0.01% | 0.01% | 40 | -2,417 | -4.38% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 47,017 | 1,382 | 0.01% | 0.01% | 41 | -302 | -0.64% | Q2 2026 | Aug 13, 2026 |
| Stolper Co | History | Added to | 43,288 | 1,273 | 0.33% | 0.15% | 42 | +9,437 | 27.88% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Wealth | History | Added to | 42,927 | 1,262 | 0.0% | 0.0% | 43 | +11,793 | 37.88% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 42,063 | 1,236 | 0.0% | 0.0% | 44 | -2,866 | -6.38% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 41,773 | 1,228 | 0.01% | 0.01% | 45 | -27,355 | -39.57% | Q2 2026 | Sep 08, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 41,382 | 1,216 | 0.41% | 0.44% | 46 | +105 | 0.25% | Q2 2026 | Jul 30, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 41,186 | 1,210 | 0.01% | 0.01% | 47 | +7,186 | 21.14% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 39,855 | 1,171 | 0.01% | 0.01% | 48 | +5,645 | 16.5% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,241 | 1,124 | 0.0% | 0.0% | 49 | +6,083 | 18.92% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 37,737 | 1,109 | 0.0% | 0.0% | 50 | -8,277 | -17.99% | Q2 2026 | Aug 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 37,566 | 1,104 | 0.11% | 0.12% | 51 | -1,976 | -5.0% | Q2 2026 | Jul 07, 2026 |
| Dakota Wealth Management | History | Reduced | 34,353 | 1,009 | 0.02% | 0.02% | 52 | -2,868 | -7.71% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | Reduced | 32,627 | 959 | 0.05% | 0.05% | 53 | -855 | -2.55% | Q2 2026 | Jul 28, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 32,490 | 955 | 0.2% | 0.21% | 54 | +981 | 3.11% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 31,031 | 912 | 0.0% | 0.0% | 55 | +91 | 0.29% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 31,011 | 911 | 0.01% | 0.01% | 56 | -862 | -2.7% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 30,472 | 895 | 0.01% | 0.01% | 57 | +1,001 | 3.4% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 30,472 | 895 | 0.02% | 0.02% | 58 | +1,000 | 3.39% | Q2 2026 | Aug 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 27,700 | 814 | 0.12% | 0.1% | 59 | -500 | -1.77% | Q2 2026 | Jul 27, 2026 |
| Kanen Wealth Management LLC | History | No change | 26,800 | 787 | 0.19% | 0.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 26,552 | 780 | 0.2% | 0.21% | 61 | +294 | 1.12% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 25,137 | 739 | 0.0% | 0.01% | 62 | +30 | 0.12% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 24,998 | 734 | 0.02% | 0.01% | 63 | +8,828 | 54.59% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | New | 24,950 | 733 | 0.01% | — | 64 | +24,950 | New | Q2 2026 | Jul 31, 2026 |
| XTX Topco Ltd | History | Added to | 24,815 | 729 | 0.01% | 0.0% | 65 | +14,926 | 150.94% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 24,184 | 711 | 0.01% | 0.01% | 66 | +7,534 | 45.25% | Q2 2026 | Jul 27, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 21,771 | 640 | 0.21% | 0.24% | 67 | -1,528 | -6.56% | Q2 2026 | Jul 22, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 21,000 | 617 | 0.0% | — | 68 | +21,000 | New | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 20,895 | 614 | 0.0% | 0.0% | 69 | -1,690 | -7.48% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 20,878 | 613 | 0.02% | 0.02% | 70 | +260 | 1.26% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,547 | 604 | 0.0% | 0.0% | 71 | +34 | 0.17% | Q2 2026 | Jul 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 19,145 | 562 | 0.1% | 0.09% | 72 | +3,115 | 19.43% | Q2 2026 | Jul 09, 2026 |
| PMG Family Office LLC | History | Added to | 19,114 | 561 | 0.52% | 0.57% | 73 | +230 | 1.22% | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | Reduced | 18,970 | 557 | 0.01% | 0.01% | 74 | -385 | -1.99% | Q2 2026 | Aug 07, 2026 |
| Indivisible Partners | History | Reduced | 18,716 | 550 | 0.03% | 0.05% | 75 | -214 | -1.13% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 18,260 | 536 | 0.01% | 0.01% | 76 | +3,836 | 26.59% | Q2 2026 | Jul 20, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 18,050 | 530 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 17,000 | 499 | 0.18% | 0.2% | 78 | -200 | -1.16% | Q2 2026 | Aug 07, 2026 |
| Grandview Asset Management LLC | History | No change | 16,300 | 479 | 0.12% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 16,201 | 476 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantedge Capital Pte Ltd | History | Reduced | 15,341 | 451 | 0.34% | 0.26% | 81 | -2,200 | -12.54% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 15,051 | 442 | 0.02% | 0.02% | 82 | +37 | 0.25% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,012 | 441 | 0.0% | 0.02% | 83 | -180,397 | -92.32% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 15,019 | 441 | 0.0% | — | 84 | +15,019 | New | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,946 | 439 | 0.0% | 0.0% | 85 | -341 | -2.23% | Q2 2026 | Jul 28, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 14,573 | 428 | 0.29% | 0.29% | 86 | +300 | 2.1% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,371 | 423 | 0.01% | 0.01% | 87 | +481 | 3.46% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,111 | 414 | 0.0% | 0.0% | 88 | -13,001 | -47.95% | Q2 2026 | Sep 23, 2026 |
| Atlas Wealth LLC | History | New | 13,905 | 408 | 0.06% | — | 89 | +13,905 | New | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,793 | 405 | 0.0% | 0.0% | 90 | +364 | 2.71% | Q2 2026 | Aug 17, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 13,693 | 403 | 0.26% | 0.26% | 91 | +551 | 4.19% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,521 | 397 | 0.0% | 0.01% | 92 | -2,957 | -17.95% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Added to | 13,001 | 382 | 0.0% | 0.0% | 93 | +6,998 | 116.58% | Q2 2026 | Aug 10, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 12,912 | 379 | 0.05% | 0.05% | 94 | -777 | -5.68% | Q2 2026 | Jul 23, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 12,545 | 368 | 0.0% | 0.0% | 95 | +10,534 | 523.82% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 12,471 | 366 | 0.0% | 0.0% | 96 | -1,765 | -12.4% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 11,739 | 345 | 0.0% | 0.0% | 97 | -33 | -0.28% | Q2 2026 | Aug 14, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 11,585 | 340 | 0.13% | 0.14% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | New | 11,189 | 328 | 0.0% | — | 99 | +11,189 | New | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 11,112 | 326 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,098 | 326 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,622 | 312 | 0.0% | 0.0% | 102 | +1,495 | 16.38% | Q2 2026 | Jul 27, 2026 |
| Abel Hall, LLC | History | No change | 10,560 | 310 | 0.05% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 10,300 | 302 | 0.11% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 10,000 | 294 | 0.04% | 0.04% | 105 | -2,000 | -16.67% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 9,849 | 290 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waterfront Wealth Inc. | History | No change | 9,415 | 279 | 0.04% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McMillan Office, Inc. | History | No change | 16,000 | 278 | 0.03% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMH CAPITAL ADVISORS INC | History | Added to | 9,399 | 276 | 1.08% | 0.69% | 109 | +321 | 3.54% | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 9,366 | 275 | 0.1% | 0.1% | 110 | -200 | -2.09% | Q2 2026 | Jul 07, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 9,373 | 275 | 0.07% | 0.07% | 111 | -54 | -0.57% | Q2 2026 | Aug 06, 2026 |
| MRA Advisory Group | History | Reduced | 9,198 | 270 | 0.1% | 0.11% | 113 | -939 | -9.26% | Q2 2026 | Jul 08, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 9,185 | 270 | 0.03% | 0.04% | 112 | +83 | 0.91% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,165 | 269 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 9,122 | 268 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,087 | 267 | 0.0% | — | 117 | +9,087 | New | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 9,096 | 267 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | Added to | 9,050 | 264 | 0.01% | 0.01% | 118 | +1,015 | 12.63% | Q2 2026 | Aug 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 8,937 | 262 | 0.26% | 0.24% | 119 | +53 | 0.6% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | New | 8,710 | 256 | 0.0% | — | 121 | +8,710 | New | Q2 2026 | Jul 15, 2026 |
| Echo45 Advisors LLC | History | No change | 8,714 | 256 | 0.13% | 0.13% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 8,672 | 254 | 0.02% | 0.02% | 122 | -190 | -2.14% | Q2 2026 | Aug 07, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,477 | 249 | 0.02% | 0.02% | 123 | +5 | 0.06% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 8,388 | 246 | 0.0% | — | 124 | +8,388 | New | Q2 2026 | Aug 18, 2026 |
| Constitution Capital LLC | History | No change | 8,300 | 244 | 0.13% | 0.11% | 125 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,147 | 239 | 0.0% | 0.0% | 126 | -1,458 | -15.18% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,086 | 237 | 0.01% | 0.01% | 127 | +31 | 0.38% | Q2 2026 | Jul 27, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 7,828 | 230 | 0.1% | 0.1% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | New | 7,500 | 220 | 0.02% | — | 131 | +7,500 | New | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 7,492 | 220 | 0.0% | — | 130 | +7,492 | New | Q2 2026 | Aug 13, 2026 |
| Thrive Wealth Management, LLC | History | No change | 7,500 | 220 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 7,314 | 213 | 0.01% | — | 132 | +7,314 | New | Q2 2026 | Jul 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 7,259 | 213 | 0.0% | — | 133 | +7,259 | New | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 7,191 | 211 | 0.0% | — | 134 | +7,191 | New | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | New | 6,920 | 203 | 0.01% | — | 135 | +6,920 | New | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 6,233 | 183 | 0.0% | 0.0% | 136 | -195 | -3.03% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,079 | 178 | 0.0% | 0.0% | 138 | +2,300 | 60.86% | Q2 2026 | Aug 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 6,067 | 178 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Activest Wealth Management | History | Reduced | 4,875 | 143 | 0.03% | 0.05% | 139 | -4,905 | -50.15% | Q2 2026 | Jul 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,800 | 141 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 4,761 | 139 | 0.0% | — | 141 | +4,761 | New | Q2 2026 | Aug 06, 2026 |
| 10Elms LLP | History | Added to | 7,114 | 127 | 0.05% | 0.08% | 143 | +500 | 7.56% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 4,753 | 127 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 4,312 | 126 | 0.0% | — | 144 | +4,312 | New | Q2 2026 | Jul 24, 2026 |
| Bogart Wealth, LLC | History | No change | 4,184 | 123 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,130 | 121 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | Added to | 3,123 | 91 | 0.0% | 0.0% | 147 | +1,800 | 136.05% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | New | 2,958 | 86 | 0.0% | — | 148 | +2,958 | New | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,672 | 78 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 2,355 | 69 | 0.0% | 0.0% | 150 | -1,000 | -29.81% | Q2 2026 | Jul 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,337 | 68 | 0.01% | — | 151 | +2,337 | New | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,139 | 62 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,973 | 58 | 0.0% | 0.0% | 154 | +4 | 0.2% | Q2 2026 | Jul 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,979 | 58 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Navigoe, LLC | History | New | 1,958 | 57 | 0.03% | — | 155 | +1,958 | New | Q2 2026 | Jul 31, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,685 | 49 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kilter Group LLC | History | No change | 1,600 | 47 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,580 | 46 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EASTERN BANK | History | No change | 1,432 | 42 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Parallel Advisors, LLC | History | No change | 1,446 | 42 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,411 | 41 | 0.0% | 0.0% | 161 | +6 | 0.43% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | New | 1,338 | 39 | 0.03% | — | 163 | +1,338 | New | Q2 2026 | Jul 09, 2026 |
| GS Investments, Inc. | History | No change | 1,331 | 39 | 0.03% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,118 | 32 | 0.0% | 0.0% | 165 | +17 | 1.54% | Q2 2026 | Jul 22, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,109 | 32 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,185 | 31 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1,000 | 29 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,000 | 29 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 29 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,000 | 29 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 909 | 26 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | No change | 848 | 24 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | Added to | 797 | 23 | 0.0% | 0.0% | 174 | +713 | 848.81% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 793 | 23 | 0.0% | 0.0% | 173 | +257 | 47.95% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 788 | 23 | 0.01% | 0.02% | 175 | -58 | -6.86% | Q2 2026 | Aug 05, 2026 |
| Towne Trust Company, N.A | History | No change | 768 | 22 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Key FInancial Inc | History | No change | 772 | 22 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 722 | 21 | 0.0% | 0.0% | 178 | +11 | 1.55% | Q2 2026 | Jul 16, 2026 |
| MCF Advisors LLC | History | No change | 646 | 18 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Community Financial Services Group, LLC | History | No change | 585 | 17 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 560 | 16 | 0.0% | 0.0% | 181 | -313 | -35.85% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 548 | 16 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 518 | 15 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 420 | 12 | 0.0% | 0.0% | 185 | -309 | -42.39% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 419 | 12 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Blue Trust, Inc. | History | New | 300 | 8 | 0.0% | — | 188 | +300 | New | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 276 | 8 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 248 | 7 | 0.0% | 0.47% | 189 | -51,030 | -99.52% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 258 | 7 | 0.0% | — | 191 | +258 | New | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 241 | 7 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 199 | 5 | 0.0% | — | 195 | +199 | New | Q2 2026 | Aug 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 183 | 5 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 200 | 5 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 150 | 4 | 0.0% | — | 196 | +150 | New | Q2 2026 | Jul 23, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 68 | 2 | 0.0% | 0.0% | 197 | +1 | 1.49% | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LifeSteps Financial, Inc. | History | New | 40 | 1 | 0.0% | — | 199 | +40 | New | Q2 2026 | Jul 17, 2026 |
| 1607 Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -26,820 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -8,175 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,054 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -7,719 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,493 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,559 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,767 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,801 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q2 2026 | Jul 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |