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 | 8,319,588 | 231,035 | 0.01% | 0.01% | 1 | -44,619 | -0.53% | Q4 2025 | Feb 13, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 5,751,258 | 159,712 | 4.75% | 4.54% | 2 | -363,054 | -5.94% | Q4 2025 | Feb 17, 2026 |
| Karpus Management, Inc. | History | Reduced | 1,651,516 | 45,862 | 1.41% | 1.5% | 3 | -94,578 | -5.42% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,371,873 | 38,096 | 0.01% | 0.01% | 4 | +30,415 | 2.27% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,314,327 | 36,498 | 0.01% | 0.01% | 5 | +3,091 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 687,247 | 19,084 | 0.03% | 0.03% | 6 | +2,181 | 0.32% | Q4 2025 | Jan 15, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 626,000 | 17,384 | 2.61% | 2.72% | 7 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 565,491 | 15,703 | 0.26% | 0.23% | 8 | +61,113 | 12.12% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 554,561 | 15,400 | 0.0% | 0.0% | 9 | +35,064 | 6.75% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 534,671 | 14,849 | 0.0% | — | 10 | +534,671 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 531,475 | 14,759 | 0.0% | 0.0% | 11 | -4,437 | -0.83% | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 471,152 | 13,084 | 16.04% | 0.34% | 12 | -151,404 | -24.32% | Q4 2025 | Feb 25, 2026 |
| COHEN & STEERS, INC. | History | No change | 337,886 | 9,383 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 300,770 | 8,352 | 0.05% | 0.05% | 14 | -162 | -0.05% | Q4 2025 | Feb 12, 2026 |
| Bulldog Investors, LLP | History | Reduced | 300,586 | 8,347 | 1.86% | 1.89% | 15 | -209 | -0.07% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 262,242 | 7,282 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 261,813 | 7,270 | 0.01% | 0.01% | 17 | +3,529 | 1.37% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 193,363 | 5,369 | 0.03% | 0.02% | 18 | +6,172 | 3.3% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 169,820 | 4,788 | 0.01% | 0.01% | 19 | +6,460 | 3.95% | Q4 2025 | Jan 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 165,424 | 4,593 | 0.07% | 0.06% | 20 | -3,780 | -2.23% | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 149,306 | 4,146 | 0.61% | 0.55% | 21 | +15,348 | 11.46% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 136,655 | 3,794 | 0.01% | 0.01% | 22 | -30,653 | -18.32% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 135,549 | 3,764 | 0.01% | 0.01% | 23 | -1,635 | -1.19% | Q4 2025 | Feb 05, 2026 |
| Verition Fund Management LLC | History | No change | 133,426 | 3,705 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 130,667 | 3,628 | 0.02% | 0.01% | 25 | +72,980 | 126.51% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 127,955 | 3,553 | 0.0% | 0.0% | 26 | +5,600 | 4.58% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 123,986 | 3,443 | 0.0% | 0.0% | 27 | +4,533 | 3.79% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 107,225 | 2,977 | 0.18% | — | 28 | +107,225 | New | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 102,053 | 2,834 | 0.1% | 0.07% | 29 | +28,278 | 38.33% | Q4 2025 | Jan 14, 2026 |
| MSH Capital Advisors LLC | History | Added to | 99,479 | 2,762 | 0.59% | 0.72% | 30 | +263 | 0.27% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 94,109 | 2,613 | 0.19% | 0.21% | 31 | -16,300 | -14.76% | Q4 2025 | Jan 27, 2026 |
| Live Oak Private Wealth LLC | History | No change | 91,222 | 2,533 | 0.35% | 0.34% | 32 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 84,558 | 2,348 | 0.16% | 0.19% | 33 | -7,489 | -8.14% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 84,087 | 2,335 | 0.52% | 0.53% | 34 | +3,249 | 4.02% | Q4 2025 | Jan 09, 2026 |
| Shaker Financial Services, LLC | History | Added to | 73,792 | 2,049 | 0.65% | 0.32% | 35 | +39,211 | 113.39% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Reduced | 71,290 | 1,979 | 0.03% | 0.03% | 36 | -3,809 | -5.07% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 68,870 | 1,912 | 0.02% | 0.02% | 37 | -4,982 | -6.75% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 68,091 | 1,890 | 0.64% | 0.88% | 38 | -27,049 | -28.43% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,827 | 1,855 | 0.01% | 0.01% | 39 | +14,447 | 27.58% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 64,592 | 1,793 | 0.01% | 0.01% | 40 | +4,007 | 6.61% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Reduced | 61,766 | 1,715 | 0.03% | 0.03% | 41 | -149 | -0.24% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 58,662 | 1,629 | 0.0% | 0.0% | 42 | +633 | 1.09% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 58,626 | 1,628 | 0.0% | 0.0% | 43 | +4,325 | 7.96% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 54,725 | 1,520 | 0.0% | 0.0% | 44 | +3,409 | 6.64% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 53,441 | 1,484 | 0.0% | 0.0% | 45 | +5,962 | 12.56% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 54,005 | 1,478 | 0.0% | 0.0% | 46 | +18,825 | 53.51% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 51,787 | 1,438 | 0.01% | 0.01% | 47 | -1,872 | -3.49% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 49,055 | 1,362 | 0.01% | 0.01% | 48 | -10,150 | -17.14% | Q4 2025 | Jan 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 41,881 | 1,163 | 0.13% | 0.14% | 49 | -1,036 | -2.41% | Q4 2025 | Jan 09, 2026 |
| Stolper Co | History | Added to | 41,697 | 1,158 | 0.34% | 0.34% | 50 | +259 | 0.63% | Q4 2025 | Jan 12, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 41,169 | 1,143 | 0.43% | 0.46% | 51 | -1,947 | -4.52% | Q4 2025 | Feb 06, 2026 |
| Dakota Wealth Management | History | Added to | 37,970 | 1,054 | 0.02% | 0.02% | 52 | +352 | 0.94% | Q4 2025 | Jan 13, 2026 |
| Creative Planning | History | Added to | 36,426 | 1,011 | 0.0% | 0.0% | 53 | +277 | 0.77% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 35,010 | 972 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| North Star Investment Management Corp. | History | Reduced | 33,334 | 925 | 0.06% | 0.06% | 55 | -1,857 | -5.28% | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 33,262 | 923 | 0.01% | 0.01% | 56 | +49 | 0.15% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 32,192 | 893 | 0.0% | 0.0% | 57 | +1,036 | 3.33% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 31,407 | 872 | 0.0% | 0.0% | 58 | -4 | -0.01% | Q4 2025 | Feb 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 29,472 | 818 | 0.01% | — | 59 | +29,472 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 29,472 | 818 | 0.04% | 0.06% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 28,200 | 783 | 0.15% | 0.11% | 61 | +150 | 0.53% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 27,970 | 776 | 0.0% | 0.0% | 62 | -580 | -2.03% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 27,041 | 750 | 0.01% | 0.01% | 63 | -45 | -0.17% | Q4 2025 | Feb 17, 2026 |
| Quantedge Capital Pte Ltd | History | Reduced | 26,541 | 737 | 0.35% | 0.77% | 64 | -25,400 | -48.9% | Q4 2025 | Feb 17, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 25,957 | 720 | 0.22% | 0.21% | 65 | +288 | 1.12% | Q4 2025 | Jan 23, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 23,555 | 654 | 0.26% | 0.27% | 66 | -797 | -3.27% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 21,537 | 598 | 0.0% | 0.0% | 67 | +2,802 | 14.96% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,504 | 569 | 0.0% | 0.0% | 68 | +4,056 | 24.66% | Q4 2025 | Jan 12, 2026 |
| Sigma Planning Corp | History | Added to | 20,288 | 563 | 0.02% | 0.02% | 69 | +143 | 0.71% | Q4 2025 | Jan 30, 2026 |
| Kanen Wealth Management LLC | History | New | 19,500 | 541 | 0.16% | — | 70 | +19,500 | New | Q4 2025 | Feb 18, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,119 | 531 | 0.02% | 0.01% | 72 | +3,767 | 24.54% | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 19,137 | 531 | 0.06% | 0.05% | 71 | -186 | -0.96% | Q4 2025 | Jan 27, 2026 |
| PMG Family Office LLC | History | Added to | 18,835 | 523 | 0.6% | 0.57% | 73 | +5 | 0.03% | Q4 2025 | Jan 28, 2026 |
| Indivisible Partners | History | New | 17,692 | 491 | 0.05% | — | 74 | +17,692 | New | Q4 2025 | Feb 03, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 17,000 | 472 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 16,700 | 463 | 0.2% | 0.19% | 76 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 16,650 | 462 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 16,324 | 453 | 0.0% | — | 78 | +16,324 | New | Q4 2025 | Feb 05, 2026 |
| Grandview Asset Management LLC | History | New | 16,300 | 452 | 0.12% | — | 79 | +16,300 | New | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | Added to | 15,764 | 437 | 0.01% | 0.01% | 80 | +723 | 4.81% | Q4 2025 | Feb 19, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,230 | 422 | 0.0% | 0.0% | 81 | +45 | 0.3% | Q4 2025 | Feb 02, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 15,000 | 416 | 0.0% | 0.0% | 82 | +5,000 | 50.0% | Q4 2025 | Feb 05, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 14,784 | 410 | 0.19% | — | 83 | +14,784 | New | Q4 2025 | Feb 11, 2026 |
| CSS LLC/IL | History | Reduced | 14,613 | 405 | 0.02% | 0.02% | 84 | -5,488 | -27.3% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 14,400 | 399 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 14,224 | 395 | 0.31% | — | 86 | +14,224 | New | Q4 2025 | Feb 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,936 | 386 | 0.0% | 0.0% | 87 | +2,592 | 22.85% | Q4 2025 | Jan 29, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 13,694 | 380 | 0.06% | 0.06% | 88 | -102 | -0.74% | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 13,626 | 378 | 0.01% | 0.01% | 89 | -422 | -3.0% | Q4 2025 | Feb 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,514 | 375 | 0.02% | 0.02% | 90 | +36 | 0.27% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,435 | 373 | 0.0% | 0.0% | 91 | +1,696 | 14.45% | Q4 2025 | Feb 17, 2026 |
| Aurora Private Wealth, Inc. | History | New | 13,142 | 365 | 0.24% | — | 93 | +13,142 | New | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Reduced | 13,157 | 365 | 0.0% | 0.0% | 92 | -291 | -2.16% | Q4 2025 | Feb 13, 2026 |
| Sargent Investment Group, LLC | History | No change | 12,000 | 333 | 0.04% | 0.05% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 11,611 | 322 | 0.01% | 0.0% | 95 | +8,142 | 234.71% | Q4 2025 | Feb 06, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 11,585 | 321 | 0.14% | 0.15% | 96 | -10 | -0.09% | Q4 2025 | Jan 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 11,298 | 313 | 0.0% | 0.0% | 97 | -500 | -4.24% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,112 | 308 | 0.0% | 0.0% | 98 | +10,000 | 899.28% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,802 | 299 | 0.0% | 0.0% | 99 | +25 | 0.23% | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | No change | 10,560 | 293 | 0.07% | 0.12% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McMillan Office, Inc. | History | New | 16,000 | 289 | 0.03% | — | 101 | +16,000 | New | Q4 2025 | Feb 12, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 10,300 | 286 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MRA Advisory Group | History | Added to | 10,074 | 279 | 0.12% | 0.11% | 103 | +615 | 6.5% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,846 | 273 | 0.0% | 0.0% | 104 | +1,247 | 14.5% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 9,735 | 270 | 0.03% | — | 105 | +9,735 | New | Q4 2025 | Feb 13, 2026 |
| Waterfront Wealth Inc. | History | No change | 9,415 | 269 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 9,670 | 268 | 0.09% | 0.09% | 107 | +129 | 1.35% | Q4 2025 | Feb 06, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 9,648 | 267 | 0.11% | 0.11% | 108 | +127 | 1.33% | Q4 2025 | Jan 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 9,433 | 261 | 0.15% | — | 109 | +9,433 | New | Q4 2025 | Feb 11, 2026 |
| Centurion Wealth Management LLC | History | No change | 9,122 | 253 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| COMMERCE BANK | History | No change | 9,096 | 252 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 9,055 | 251 | 0.51% | 0.5% | 112 | -8 | -0.09% | Q4 2025 | Feb 12, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 9,016 | 250 | 0.04% | 0.04% | 113 | +81 | 0.91% | Q4 2025 | Feb 04, 2026 |
| Echo45 Advisors LLC | History | Reduced | 8,714 | 241 | 0.14% | 0.19% | 114 | -3,186 | -26.77% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | Reduced | 8,607 | 239 | 0.04% | 0.05% | 115 | -1,173 | -11.99% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 8,511 | 236 | 0.0% | — | 116 | +8,511 | New | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 8,467 | 235 | 0.02% | 0.03% | 117 | -4,995 | -37.1% | Q4 2025 | Jan 23, 2026 |
| MGB Wealth Management, LLC | History | No change | 8,350 | 231 | 0.07% | 0.06% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Constitution Capital LLC | History | No change | 8,300 | 230 | 0.11% | 0.11% | 119 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 8,139 | 226 | 0.01% | 0.01% | 120 | -1,452 | -15.14% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 8,124 | 225 | 0.0% | 0.0% | 121 | -346 | -4.09% | Q4 2025 | Feb 19, 2026 |
| StoneX Group Inc. | History | New | 8,069 | 224 | 0.01% | — | 122 | +8,069 | New | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,023 | 222 | 0.01% | 0.01% | 123 | +29 | 0.36% | Q4 2025 | Feb 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 7,828 | 217 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | New | 7,708 | 214 | 0.0% | — | 125 | +7,708 | New | Q4 2025 | Jan 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 7,693 | 213 | 0.0% | 0.0% | 126 | -150 | -1.91% | Q4 2025 | Feb 09, 2026 |
| Thrive Wealth Management, LLC | History | No change | 7,500 | 208 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NWF Advisory Services Inc. | History | No change | 7,500 | 208 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 7,364 | 204 | 0.01% | — | 129 | +7,364 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 7,262 | 201 | 0.0% | — | 130 | +7,262 | New | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | New | 7,207 | 200 | 0.03% | — | 131 | +7,207 | New | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 6,392 | 177 | 0.0% | 0.0% | 132 | +1,071 | 20.13% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 6,328 | 175 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 6,067 | 168 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,846 | 162 | 0.01% | 0.01% | 135 | -2,610 | -30.87% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,632 | 156 | 0.0% | 0.0% | 136 | +5,168 | 1113.79% | Q4 2025 | Feb 06, 2026 |
| 10Elms LLP | History | Reduced | 8,014 | 149 | 0.14% | 0.18% | 137 | -2,500 | -23.78% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 5,013 | 139 | 0.0% | 0.0% | 138 | -4,002 | -44.39% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,800 | 133 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bogart Wealth, LLC | History | No change | 4,184 | 116 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 4,130 | 114 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,779 | 104 | 0.0% | 0.0% | 142 | -127 | -3.25% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,767 | 78 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,672 | 74 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | No change | 1,873 | 52 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,800 | 49 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,746 | 48 | 0.0% | 0.0% | 147 | +4 | 0.23% | Q4 2025 | Jan 23, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,685 | 46 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,580 | 43 | 0.03% | — | 149 | +1,580 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,405 | 39 | 0.0% | 0.0% | 151 | +22 | 1.59% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 1,432 | 39 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GS Investments, Inc. | History | No change | 1,331 | 36 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,284 | 35 | 0.0% | 0.0% | 153 | +14 | 1.1% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,244 | 34 | 0.0% | 0.0% | 154 | -2,530 | -67.04% | Q4 2025 | Feb 10, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,185 | 32 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,109 | 30 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,024 | 28 | 0.0% | — | 157 | +1,024 | New | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,000 | 27 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1,000 | 27 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,000 | 27 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 27 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 971 | 26 | 0.02% | 0.02% | 162 | -142 | -12.76% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 920 | 25 | 0.0% | 0.0% | 164 | +830 | 922.22% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 909 | 25 | 0.0% | 0.0% | 163 | -101 | -10.0% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 873 | 24 | 0.0% | 0.0% | 165 | +1 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Darwin Wealth Management, LLC | History | No change | 848 | 23 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Towne Trust Company, N.A | History | New | 768 | 21 | 0.01% | — | 167 | +768 | New | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | No change | 772 | 21 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 700 | 19 | 0.0% | 0.0% | 169 | +11 | 1.6% | Q4 2025 | Jan 21, 2026 |
| MCF Advisors LLC | History | No change | 646 | 17 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 546 | 15 | 0.0% | 0.0% | 171 | -8 | -1.44% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 548 | 15 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | No change | 518 | 14 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 490 | 13 | 0.0% | 0.0% | 175 | -610 | -55.45% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 498 | 13 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 408 | 11 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Crews Bank & Trust | History | No change | 419 | 11 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 380 | 10 | 0.01% | 0.01% | 178 | -320 | -45.71% | Q4 2025 | Feb 05, 2026 |
| Cedar Wealth Management, LLC | History | No change | 336 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 241 | 6 | 0.0% | 0.01% | 181 | -1,192 | -83.18% | Q4 2025 | Jan 22, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 200 | 5 | 0.0% | — | 182 | +200 | New | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | No change | 183 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cape Investment Advisory, Inc. | History | New | 150 | 4 | 0.0% | — | 184 | +150 | New | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 90 | 2 | 0.0% | — | 185 | +90 | New | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 66 | 1 | 0.0% | 0.0% | 186 | +1 | 1.54% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,576 | -100.0% | Q3 2025 | Nov 14, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -19,814 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,064 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -17,341 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -14,376 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,086 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,933 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,559 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,209 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,607 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,979 | -100.0% | Q3 2025 | Oct 07, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,603 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 14, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Oct 22, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |