Goldman Sachs BDC, Inc. - GSBD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | No change | 6,535,509 | 61,956 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 5,178,638 | 49,093 | 1.29% | 1.29% | 2 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | No change | 4,713,836 | 44,687 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Generali Asset Management SPA SGR | History | No change | 3,294,022 | 31,227 | 0.56% | 0.56% | 4 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARES MANAGEMENT LLC | History | No change | 3,147,251 | 29,835 | 1.3% | 1.3% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 2,676,020 | 25,368 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,577,113 | 24,431 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lunate Capital Ltd | History | No change | 2,192,392 | 20,783 | 10.6% | 10.6% | 8 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Invesco Ltd. | History | No change | 1,689,253 | 16,014 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lalia Capital, LLC | History | No change | 1,193,406 | 11,313 | 5.5% | 5.5% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,147,167 | 10,875 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 939,770 | 8,880 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Muzinich & Co., Inc. | History | No change | 853,942 | 8,095 | 2.77% | 2.77% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 706,549 | 6,698 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 701,783 | 6,652 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 696,308 | 6,600 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 624,970 | 5,924 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Columbus Macro, LLC | History | No change | 619,851 | 5,876 | 0.57% | 0.57% | 18 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,713 | 5,686 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 561,573 | 5,323 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 446 | 5,074 | 0.42% | 0.42% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 506,562 | 4,802 | 1.69% | 1.69% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 497,443 | 4,715 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 432,573 | 4,100 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 368,970 | 3,497 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 356,959 | 3,383 | 0.23% | 0.23% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 328,196 | 3,111 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GraniteShares Advisors LLC | History | No change | 290,788 | 2,756 | 1.77% | 1.77% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 290,170 | 2,750 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 278,702 | 2,642 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 270,627 | 2,565 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 253,413 | 2,483 | 0.23% | 0.23% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Callodine Capital Management, LP | History | No change | 250,000 | 2,370 | 0.15% | 0.15% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 235,692 | 2,234 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Adams Asset Advisors, LLC | History | No change | 227,546 | 2,157 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Privium Fund Management (UK) Ltd | History | No change | 216,000 | 2,097 | 0.87% | 0.87% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 202,760 | 1,922 | 0.9% | 0.9% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Significant Wealth Partners LLC | History | No change | 197,283 | 1,870 | 2.02% | 2.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 173,144 | 1,636 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 171,030 | 1,621 | 0.44% | 0.44% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 164,679 | 1,612 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 164,155 | 1,608 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 160,233 | 1,570 | 0.35% | 0.35% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LPL Financial LLC | History | No change | 151,254 | 1,433 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stiles Financial Services Inc | History | No change | 147,845 | 1,401 | 0.35% | 0.35% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 147,564 | 1,399 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 145,449 | 1,370 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAXON INTERESTS, INC. | History | No change | 142,135 | 1,347 | 0.37% | 0.37% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 140,000 | 1,327 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | No change | 134,698 | 1,276 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 120,656 | 1,143 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ethos Financial Group, LLC | History | No change | 120,283 | 1,086 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 112,297 | 1,064 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 108,143 | 1,025 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DENALI ADVISORS LLC | History | No change | 105,680 | 1,001 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 102,900 | 975 | 0.25% | 0.25% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| United Advisor Group, LLC | History | No change | 100,963 | 957 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Garde Capital, Inc. | History | No change | 97,107 | 920 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HB Wealth Management, LLC | History | No change | 96,865 | 918 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 93,947 | 890 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 90,757 | 860 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 88,320 | 837 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 86,049 | 815 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 82,320 | 780 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 79,546 | 779 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meridian Wealth Management, LLC | History | No change | 79,077 | 749 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 78,758 | 746 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 78,400 | 743 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 74,920 | 710 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 74,489 | 706 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FreeGulliver LLC | History | No change | 72,662 | 688 | 0.24% | 0.24% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TT Capital Management LLC | History | No change | 71,850 | 681 | 0.53% | 0.53% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 67,747 | 642 | 0.15% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 67,406 | 639 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 65,334 | 619 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argentarii, LLC | History | No change | 63,000 | 611 | 0.18% | 0.18% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 64,280 | 609 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 63,494 | 601 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 63,210 | 599 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 63,199 | 599 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 62,734 | 595 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 60,200 | 570 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tidal Investments LLC | History | No change | 58,686 | 556 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 58,285 | 521 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Almitas Capital LLC | History | No change | 50,000 | 474 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 47,719 | 452 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 47,177 | 447 | 0.22% | 0.22% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garner Asset Management Corp | History | No change | 45,045 | 427 | 0.14% | 0.14% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 44,287 | 419 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 43,458 | 411 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 41,742 | 395 | 0.39% | 0.39% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DRW Securities, LLC | History | No change | 41,631 | 394 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Autumn Glory Partners, LLC | History | No change | 40,943 | 388 | 0.11% | 0.11% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jefferies Financial Group Inc. | History | No change | 39,295 | 372 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cohen Capital Management, Inc. | History | No change | 38,694 | 366 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kendall Capital Management | History | No change | 38,675 | 366 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Black Maple Capital Management LP | History | No change | 37,500 | 355 | 0.2% | 0.2% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 36,036 | 341 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tyche Wealth Partners LLC | History | No change | 34,100 | 323 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 33,724 | 319 | 0.18% | 0.18% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 32,975 | 312 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 32,956 | 312 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 31,068 | 294 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caption Management, LLC | History | No change | 31,065 | 294 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 30,633 | 290 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 32,380 | 285 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 29,776 | 282 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 26,807 | 254 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 26,220 | 251 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 26,169 | 248 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 25,857 | 245 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 24,600 | 233 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 23,664 | 231 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 24,325 | 230 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 22,995 | 217 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 21,400 | 209 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wellington Shields & Co., LLC | History | No change | 21,650 | 205 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20,912 | 198 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Architects, LLC | History | No change | 20,615 | 195 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ProShare Advisors LLC | History | No change | 20,491 | 194 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 20,531 | 194 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 20,144 | 190 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 19,740 | 187 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hexagon Capital Partners LLC | History | No change | 19,639 | 186 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 19,301 | 182 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,693 | 177 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 18,575 | 176 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 18,046 | 176 | 0.13% | 0.13% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Southern Financial Group, LLC | History | No change | 18,414 | 174 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Wealth, LLC | History | No change | 17,801 | 168 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Osbon Capital Management LLC | History | No change | 17,273 | 163 | 0.13% | 0.13% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 17,050 | 161 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 15,965 | 151 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atom Investors LP | History | No change | 15,985 | 151 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 17,110 | 151 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 15,419 | 146 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 15,471 | 145 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 15,132 | 143 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Line Capital, LLC / IL | History | No change | 14,963 | 141 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Westmount Partners, LLC | History | No change | 14,790 | 140 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 14,620 | 138 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,131 | 133 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 13,900 | 131 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,722 | 130 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 13,598 | 123 | 0.03% | 0.03% | 145 | -715 | -5.0% | Q3 2026 | Oct 01, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,943 | 122 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accel Wealth Management | History | No change | 12,000 | 113 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 11,900 | 112 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | No change | 11,775 | 111 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stablepoint Partners, LLC | History | No change | 11,713 | 111 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,086 | 105 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 10,929 | 103 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,740 | 101 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 10,675 | 101 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Calydon Capital | History | No change | 10,735 | 101 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,325 | 97 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 10,263 | 97 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CFO4Life Group, LLC | History | No change | 10,143 | 96 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | No change | 10,218 | 96 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 10,068 | 95 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crewe Advisors LLC | History | No change | 9,943 | 94 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,300 | 90 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 7,100 | 67 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,000 | 66 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Axiom Investment Management LLC | History | No change | 6,000 | 56 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 5,225 | 49 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,103 | 48 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Regatta Research & Money Management | History | No change | 5,031 | 47 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,472 | 42 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 4,260 | 40 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,949 | 37 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 4,000 | 37 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nova Wealth Management, Inc. | History | No change | 3,150 | 29 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 3,084 | 29 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES ROAD CAPITAL MANAGEMENT, L.P. | History | No change | 3,000 | 28 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 2,813 | 26 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 2,250 | 21 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,042 | 19 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altshuler Shaham Ltd | History | No change | 1,800 | 17 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,868 | 17 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,765 | 16 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,526 | 14 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Star Investment Management Corp. | History | No change | 1,100 | 10 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,066 | 10 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Continuum Advisory, LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,025 | 9 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 750 | 7 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 795 | 7 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 555 | 5 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allied Private Wealth LLC | History | No change | 600 | 5 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quaker Wealth Management, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 350 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 321 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blume Capital Management, Inc. | History | No change | 350 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 304 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 300 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 250 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 218 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 141 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Byrne Asset Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |