Nuveen Credit Strategies Income Fund - JQC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 10,217,636 | 51,292 | 0.0% | 0.0% | 1 | +382,388 | 3.89% | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 3,935,317 | 19,755 | 0.23% | 0.23% | 2 | +364,216 | 10.2% | Q4 2025 | Feb 12, 2026 |
| OAK HILL ADVISORS LP | History | No change | 3,301,932 | 16,575 | 2.7% | 3.63% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 2,930,724 | 14,712 | 0.0% | 0.0% | 4 | +504,071 | 20.77% | Q4 2025 | Feb 19, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,810,454 | 14,108 | 0.1% | 0.12% | 5 | -318,683 | -10.18% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,754,402 | 8,807 | 0.15% | 0.12% | 6 | +423,502 | 31.82% | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 1,658,562 | 8,326 | 10.21% | 0.19% | 7 | -155,517 | -8.57% | Q4 2025 | Feb 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,613,286 | 8,098 | 0.0% | 0.0% | 8 | -218,248 | -11.92% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,557,078 | 7,816 | 0.0% | 0.0% | 9 | +8,793 | 0.57% | Q4 2025 | Feb 18, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Added to | 1,122,293 | 5,712 | 0.65% | 0.67% | 10 | +116,388 | 11.57% | Q4 2025 | Jan 28, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 885,847 | 4,446 | 0.33% | 0.25% | 11 | +250,000 | 39.32% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 876,601 | 4,400 | 0.0% | 0.0% | 12 | -10,055 | -1.13% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 866,827 | 4,351 | 0.01% | 0.0% | 13 | +834,498 | 2581.27% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | No change | 734,738 | 3,688 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 702,982 | 3,528 | 0.0% | 0.0% | 15 | +82,414 | 13.28% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 631,267 | 3,168 | 0.0% | 0.0% | 16 | +30,402 | 5.06% | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, LLC | History | Added to | 566,916 | 2,845 | 0.7% | 0.2% | 17 | +482,989 | 575.49% | Q4 2025 | Feb 17, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 531,122 | 2,666 | 0.9% | 1.24% | 18 | -153,259 | -22.39% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 485,467 | 2,437 | 0.08% | 0.09% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 453,908 | 2,278 | 0.41% | 0.44% | 20 | +23,503 | 5.46% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Added to | 447,799 | 2,247 | 0.35% | 0.46% | 21 | +52,017 | 13.14% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 424,087 | 2,129 | 0.0% | 0.0% | 22 | +33,000 | 8.44% | Q4 2025 | Feb 05, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 413,689 | 2,076 | 0.02% | 0.0% | 23 | +330,798 | 399.08% | Q4 2025 | Feb 02, 2026 |
| Castleview Partners, LLC | History | Added to | 412,416 | 2,070 | 1.03% | 0.64% | 24 | +189,677 | 85.16% | Q4 2025 | Jan 12, 2026 |
| DCF Advisers, LLC | History | Added to | 408,720 | 2,051 | 0.55% | 0.63% | 25 | +37,007 | 9.96% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 364,886 | 1,831 | 0.07% | 0.08% | 26 | -6,191 | -1.67% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 360,208 | 1,808 | 0.0% | 0.0% | 27 | +128,218 | 55.27% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 338,711 | 1,700 | 0.0% | 0.0% | 28 | -30,485 | -8.26% | Q4 2025 | Feb 13, 2026 |
| Fiera Capital Corp | History | Added to | 330,166 | 1,657 | 0.01% | 0.0% | 29 | +115,460 | 53.78% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 316,455 | 1,589 | 0.0% | 0.0% | 30 | +147,700 | 87.52% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 302,375 | 1,517 | 0.11% | 0.11% | 31 | +20,132 | 7.13% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 300,874 | 1,510 | 0.0% | 0.0% | 32 | +19,860 | 7.07% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 290,461 | 1,458 | 0.0% | — | 33 | +290,461 | New | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 282,011 | 1,415 | 0.07% | — | 34 | +282,011 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 277,629 | 1,393 | 0.0% | 0.0% | 35 | -60,737 | -17.95% | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | New | 272,300 | 1,366 | 0.03% | — | 36 | +272,300 | New | Q4 2025 | Feb 17, 2026 |
| ICON ADVISERS INC/CO | History | New | 256,035 | 1,285 | 0.28% | — | 37 | +256,035 | New | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Added to | 254,926 | 1,279 | 0.01% | 0.0% | 38 | +208,326 | 447.05% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 247,735 | 1,243 | 0.03% | 0.02% | 39 | +8,597 | 3.59% | Q4 2025 | Feb 11, 2026 |
| Stolper Co | History | Added to | 243,632 | 1,223 | 0.36% | 0.38% | 40 | +5,555 | 2.33% | Q4 2025 | Jan 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 216,212 | 1,085 | 0.04% | 0.01% | 41 | +182,517 | 541.67% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 198,167 | 1,054 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 201,490 | 1,011 | 0.07% | — | 43 | +201,490 | New | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 188,913 | 948 | 0.0% | 0.0% | 44 | +164,580 | 676.37% | Q4 2025 | Feb 17, 2026 |
| Anchor Capital Management Group Inc | History | No change | 175,000 | 922 | 0.47% | 0.47% | 45 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| 1607 Capital Partners, LLC | History | New | 181,856 | 912 | 0.06% | — | 46 | +181,856 | New | Q4 2025 | Feb 17, 2026 |
| Matisse Capital | History | New | 170,247 | 854 | 0.38% | — | 47 | +170,247 | New | Q4 2025 | Jan 29, 2026 |
| Bramshill Investments, LLC | History | Added to | 147,965 | 742 | 0.04% | 0.05% | 48 | +993 | 0.68% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | New | 139,164 | 698 | 0.01% | — | 49 | +139,164 | New | Q4 2025 | Feb 03, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 132,878 | 667 | 0.18% | 0.24% | 50 | -27,736 | -17.27% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 124,584 | 625 | 0.0% | 0.0% | 51 | +23,369 | 23.09% | Q4 2025 | Feb 10, 2026 |
| Encompass More Asset Management | History | Reduced | 123,724 | 621 | 0.11% | 0.13% | 52 | -2,516 | -1.99% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 122,557 | 615 | 0.0% | 0.0% | 53 | -2,635 | -2.1% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 117,545 | 590 | 0.0% | 0.0% | 54 | +38,479 | 48.67% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 114,585 | 575 | 0.0% | 0.0% | 55 | -86,961 | -43.15% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | New | 110,625 | 555 | 0.01% | — | 56 | +110,625 | New | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 106,257 | 533 | 0.03% | 0.05% | 57 | -24,000 | -18.43% | Q4 2025 | Feb 03, 2026 |
| Sovran Advisors, LLC | History | Added to | 102,738 | 523 | 0.04% | 0.05% | 58 | +245 | 0.24% | Q4 2025 | Jan 20, 2026 |
| Calamos Advisors LLC | History | Reduced | 101,679 | 510 | 0.0% | 0.0% | 59 | -45,593 | -30.96% | Q4 2025 | Jan 29, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 99,760 | 500 | 0.18% | — | 60 | +99,760 | New | Q4 2025 | Mar 26, 2026 |
| Shaker Financial Services, LLC | History | New | 98,386 | 493 | 0.16% | — | 61 | +98,386 | New | Q4 2025 | Jan 26, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 94,220 | 481 | 0.32% | 0.32% | 62 | -1,220 | -1.28% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 93,479 | 469 | 0.0% | 0.0% | 63 | +79,108 | 550.47% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 91,203 | 457 | 0.0% | 0.0% | 64 | +30,671 | 50.67% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 84,945 | 426 | 0.0% | 0.0% | 65 | -4,351 | -4.87% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 74,894 | 375 | 0.03% | 0.04% | 66 | -7,558 | -9.17% | Q4 2025 | Feb 03, 2026 |
| Virtu Financial LLC | History | New | 73,183 | 367 | 0.01% | — | 67 | +73,183 | New | Q4 2025 | Feb 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 71,999 | 361 | 0.01% | 0.0% | 68 | +71,699 | 23899.67% | Q4 2025 | Feb 06, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 70,968 | 356 | 0.12% | 0.06% | 69 | +42,068 | 145.56% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 67,821 | 340 | 0.0% | 0.0% | 70 | -5,585 | -7.61% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 66,258 | 336 | 0.0% | 0.0% | 71 | +2,211 | 3.45% | Q4 2025 | Jan 23, 2026 |
| Balefire, LLC | History | Added to | 66,389 | 333 | 0.06% | 0.05% | 72 | +23,286 | 54.02% | Q4 2025 | Jan 12, 2026 |
| Centurion Wealth Management LLC | History | No change | 66,465 | 333 | 0.07% | 0.08% | 73 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Reduced | 63,548 | 319 | 0.0% | 0.0% | 74 | -3,517 | -5.24% | Q4 2025 | Feb 13, 2026 |
| Almitas Capital LLC | History | New | 63,304 | 317 | 0.07% | — | 75 | +63,304 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 62,877 | 315 | 0.0% | 0.01% | 76 | -186,475 | -74.78% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 61,551 | 308 | 0.0% | — | 77 | +61,551 | New | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 58,309 | 292 | 0.0% | — | 78 | +58,309 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 57,681 | 289 | 0.01% | 0.01% | 79 | +1,562 | 2.78% | Q4 2025 | Feb 04, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 56,474 | 283 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 56,248 | 282 | 0.0% | 0.0% | 82 | -37,844 | -40.22% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 56,154 | 282 | 0.01% | 0.01% | 81 | +992 | 1.8% | Q4 2025 | Feb 12, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 54,018 | 271 | 0.2% | — | 83 | +54,018 | New | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | New | 50,703 | 254 | 0.0% | — | 84 | +50,703 | New | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 49,467 | 252 | 0.03% | 0.03% | 85 | +2,655 | 5.67% | Q4 2025 | Jan 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 49,702 | 249 | 0.01% | 0.1% | 86 | -143,938 | -74.33% | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 48,856 | 245 | 0.14% | — | 87 | +48,856 | New | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 46,665 | 234 | 0.0% | 0.0% | 88 | +2,955 | 6.76% | Q4 2025 | Jan 26, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 45,800 | 229 | 0.03% | 0.03% | 89 | -4,000 | -8.03% | Q4 2025 | Mar 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 43,279 | 217 | 0.0% | 0.01% | 90 | -765 | -1.74% | Q4 2025 | Feb 09, 2026 |
| NOMURA HOLDINGS INC | History | New | 42,561 | 213 | 0.0% | — | 91 | +42,561 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 42,465 | 213 | 0.0% | 0.0% | 92 | -14,732 | -25.76% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 41,598 | 208 | 0.0% | 0.0% | 93 | +992 | 2.44% | Q4 2025 | Jan 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 36,251 | 182 | 0.0% | 0.0% | 94 | +462 | 1.29% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Added to | 35,862 | 180 | 0.0% | 0.0% | 95 | +5,849 | 19.49% | Q4 2025 | Jan 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 35,771 | 179 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 30,893 | 155 | 0.0% | — | 97 | +30,893 | New | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | No change | 31,012 | 155 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 30,407 | 152 | 0.02% | — | 99 | +30,407 | New | Q4 2025 | Feb 13, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 29,725 | 149 | 0.1% | 0.09% | 100 | +5,663 | 23.54% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 26,215 | 131 | 0.0% | 0.0% | 101 | +3,250 | 14.15% | Q4 2025 | Feb 09, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 24,955 | 125 | 0.05% | — | 102 | +24,955 | New | Q4 2025 | Jan 08, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 24,514 | 123 | 0.04% | — | 103 | +24,514 | New | Q4 2025 | Feb 10, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 24,441 | 122 | 0.05% | 0.05% | 104 | +663 | 2.79% | Q4 2025 | Jan 14, 2026 |
| Traub Capital Management LLC | History | New | 24,247 | 121 | 0.12% | — | 105 | +24,247 | New | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 23,573 | 118 | 0.0% | 0.0% | 106 | +22 | 0.09% | Q4 2025 | Mar 09, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | New | 21,803 | 109 | 0.06% | — | 107 | +21,803 | New | Q4 2025 | Jan 16, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 20,158 | 101 | 0.0% | 0.0% | 108 | +764 | 3.94% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 19,780 | 99 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DECISION INVESTMENTS, INC | History | New | 19,250 | 96 | 0.11% | — | 110 | +19,250 | New | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 18,697 | 93 | 0.0% | — | 111 | +18,697 | New | Q4 2025 | Jan 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 18,417 | 92 | 0.0% | 0.01% | 113 | -11,146 | -37.7% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,110 | 92 | 0.0% | 0.0% | 112 | -10,445 | -36.58% | Q4 2025 | Jan 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,986 | 90 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,396 | 87 | 0.0% | 0.0% | 115 | +1,067 | 6.53% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 16,960 | 85 | 0.0% | 0.0% | 117 | -4,434 | -20.73% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,955 | 85 | 0.0% | 0.0% | 116 | +280 | 1.68% | Q4 2025 | Jan 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 16,706 | 83 | 0.0% | 0.0% | 118 | -25,216 | -60.15% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 16,188 | 81 | 0.0% | 0.01% | 120 | +90 | 0.56% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 16,200 | 81 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 15,270 | 76 | 0.0% | — | 121 | +15,270 | New | Q4 2025 | Feb 05, 2026 |
| Ignite Planners, LLC | History | Reduced | 14,833 | 76 | 0.01% | 0.02% | 122 | -2,817 | -15.96% | Q4 2025 | Feb 06, 2026 |
| Forum Financial Management, LP | History | No change | 15,000 | 75 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DKM Wealth Management, Inc. | History | No change | 15,000 | 75 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| StoneX Group Inc. | History | New | 14,686 | 73 | 0.0% | — | 125 | +14,686 | New | Q4 2025 | Feb 12, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | No change | 14,601 | 73 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Occidental Asset Management, LLC | History | Added to | 13,618 | 68 | 0.01% | 0.01% | 127 | +941 | 7.42% | Q4 2025 | Jan 08, 2026 |
| Fiduciary Group, LLC | History | No change | 12,950 | 65 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 12,861 | 64 | 0.01% | 0.01% | 129 | +51 | 0.4% | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | New | 12,500 | 62 | 0.0% | — | 130 | +12,500 | New | Q4 2025 | Feb 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 12,055 | 60 | 0.0% | 0.01% | 131 | -1,000 | -7.66% | Q4 2025 | Jan 23, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 12,000 | 60 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,088 | 55 | 0.01% | — | 133 | +11,088 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,037 | 50 | 0.0% | 0.0% | 134 | -13,439 | -57.25% | Q4 2025 | Feb 13, 2026 |
| MATAURO, LLC | History | New | 10,065 | 50 | 0.01% | — | 137 | +10,065 | New | Q4 2025 | Jan 16, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 10,000 | 50 | 0.02% | 0.04% | 135 | -9,093 | -47.62% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,000 | 50 | 0.0% | 0.0% | 136 | -203 | -1.99% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 9,494 | 47 | 0.0% | 0.0% | 138 | +5,002 | 111.35% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,000 | 45 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,343 | 41 | 0.0% | 0.0% | 140 | +24 | 0.29% | Q4 2025 | Jan 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 8,000 | 40 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WPG Advisers, LLC | History | Added to | 6,317 | 31 | 0.02% | 0.02% | 142 | +448 | 7.63% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,392 | 27 | 0.0% | 0.0% | 143 | -5,731 | -51.52% | Q4 2025 | Feb 10, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 5,000 | 25 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Reduced | 4,757 | 24 | 0.0% | 0.0% | 145 | -284 | -5.63% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,688 | 23 | 0.0% | 0.0% | 146 | +147 | 3.24% | Q4 2025 | Jan 21, 2026 |
| TSFG, LLC | History | No change | 3,000 | 15 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,230 | 11 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,000 | 10 | 0.0% | 0.0% | 149 | -3,500 | -63.64% | Q4 2025 | Mar 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 1,826 | 9 | 0.0% | — | 150 | +1,826 | New | Q4 2025 | Jan 08, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,519 | 7 | 0.0% | 0.0% | 151 | -2,632 | -63.41% | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | No change | 1,000 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 704 | 3 | 0.0% | — | 153 | +704 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | No change | 700 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 750 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 550 | 2 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 550 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 401 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | No change | 235 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 330 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 350 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 330 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -188,255 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -84,840 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -78,539 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -63,386 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -57,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -26,820 | -100.0% | Q3 2025 | Nov 25, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -19,367 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,725 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,300 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Disciplined Investors, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -13,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,573 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,403 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,266 | -100.0% | Q3 2025 | Oct 24, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,147 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,425 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,729 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Atlantic Union Bankshares Corp | History | New | 166 | 0 | — | — | — | +166 | New | Q4 2025 | Feb 04, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 57 | 0 | — | — | — | +57 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q3 2025 | Nov 06, 2025 |