Nuveen Credit Strategies Income Fund - JQC
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 | 8,550,987 | 41,643 | 0.0% | 0.0% | 1 | -1,666,649 | -16.31% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 4,526,488 | 22,043 | 0.03% | — | 2 | +4,526,488 | New | Q1 2026 | May 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 4,008,883 | 19,523 | 0.23% | 0.23% | 3 | +73,566 | 1.87% | Q1 2026 | May 11, 2026 |
| OAK HILL ADVISORS LP | History | No change | 3,301,932 | 16,080 | 1.83% | 2.71% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 2,934,005 | 14,288 | 0.0% | 0.0% | 5 | +3,281 | 0.11% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,374,567 | 11,564 | 0.09% | 0.1% | 6 | -435,887 | -15.51% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,304,861 | 11,224 | 0.0% | 0.0% | 7 | +691,575 | 42.87% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 2,130,923 | 10,377 | 0.17% | 0.15% | 8 | +376,521 | 21.46% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,613,886 | 7,859 | 0.0% | 0.0% | 9 | +56,808 | 3.65% | Q1 2026 | May 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 1,302,640 | 6,344 | 0.13% | 0.17% | 10 | -355,922 | -21.46% | Q1 2026 | May 13, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Added to | 1,139,849 | 5,551 | 0.65% | 0.65% | 11 | +17,556 | 1.56% | Q1 2026 | Apr 22, 2026 |
| Stolper Co | History | Reduced | 24,908 | 4,099 | 1.16% | 0.36% | 12 | -218,724 | -89.78% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Reduced | 840,815 | 4,094 | 0.0% | 0.0% | 13 | -35,786 | -4.08% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 831,412 | 4,048 | 0.0% | 0.0% | 14 | +128,430 | 18.27% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 815,526 | 3,971 | 0.01% | 0.01% | 15 | -51,301 | -5.92% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | No change | 734,738 | 3,578 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 714,960 | 3,481 | 0.25% | 0.06% | 17 | +533,104 | 293.15% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 601,179 | 2,942 | 0.0% | 0.0% | 18 | -30,088 | -4.77% | Q1 2026 | May 15, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 535,847 | 2,609 | 0.19% | 0.33% | 19 | -350,000 | -39.51% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 535,467 | 2,607 | 0.09% | 0.08% | 20 | +50,000 | 10.3% | Q1 2026 | May 14, 2026 |
| DCF Advisers, LLC | History | Added to | 476,336 | 2,319 | 0.62% | 0.55% | 21 | +67,616 | 16.54% | Q1 2026 | May 11, 2026 |
| Quarry LP | History | Added to | 467,043 | 2,274 | 0.41% | 0.35% | 22 | +19,244 | 4.3% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 429,605 | 2,092 | 0.02% | 0.02% | 23 | +15,916 | 3.85% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 424,087 | 2,065 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Reduced | 364,246 | 1,773 | 0.07% | 0.07% | 25 | -640 | -0.18% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 316,840 | 1,543 | 0.0% | 0.0% | 26 | +385 | 0.12% | Q1 2026 | Apr 22, 2026 |
| Fiera Capital Corp | History | Reduced | 316,649 | 1,542 | 0.01% | 0.01% | 27 | -13,517 | -4.09% | Q1 2026 | May 12, 2026 |
| Matisse Capital | History | Added to | 314,469 | 1,531 | 0.65% | 0.38% | 28 | +144,222 | 84.71% | Q1 2026 | May 08, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 306,035 | 1,490 | 0.34% | 0.28% | 29 | +50,000 | 19.53% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 305,010 | 1,485 | 0.0% | 0.0% | 30 | -55,198 | -15.32% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 301,809 | 1,469 | 0.03% | 0.04% | 31 | -60,046 | -16.59% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | No change | 272,300 | 1,326 | 0.02% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 268,297 | 1,306 | 0.0% | 0.0% | 33 | -9,332 | -3.36% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 260,715 | 1,269 | 0.0% | 0.0% | 34 | -77,996 | -23.03% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 257,147 | 1,252 | 0.0% | 0.0% | 35 | -33,314 | -11.47% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 233,838 | 1,138 | 0.0% | 0.0% | 36 | -67,036 | -22.28% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 209,163 | 1,018 | 0.0% | 0.0% | 37 | +158,460 | 312.53% | Q1 2026 | Apr 24, 2026 |
| Ionic Capital Management LLC | History | New | 208,434 | 1,015 | 0.07% | — | 38 | +208,434 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | No change | 198,167 | 974 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 190,046 | 925 | 0.0% | 0.0% | 40 | +75,461 | 65.86% | Q1 2026 | May 05, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 169,231 | 824 | 0.23% | 0.7% | 41 | -397,685 | -70.15% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 164,910 | 803 | 0.3% | 0.18% | 42 | +65,150 | 65.31% | Q1 2026 | May 18, 2026 |
| Castleview Partners, LLC | History | Reduced | 151,238 | 736 | 0.38% | 1.03% | 43 | -261,178 | -63.33% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 148,949 | 725 | 0.0% | 0.0% | 44 | +24,365 | 19.56% | Q1 2026 | May 04, 2026 |
| Bramshill Investments, LLC | History | Reduced | 147,025 | 716 | 0.06% | 0.04% | 45 | -940 | -0.64% | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | New | 124,780 | 607 | 0.22% | — | 46 | +124,780 | New | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 122,142 | 594 | 0.04% | 0.11% | 47 | -180,233 | -59.61% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 119,075 | 578 | 0.05% | 0.04% | 48 | +16,337 | 15.9% | Q1 2026 | May 01, 2026 |
| Calamos Advisors LLC | History | Added to | 115,419 | 562 | 0.0% | 0.0% | 49 | +13,740 | 13.51% | Q1 2026 | May 04, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 113,677 | 553 | 0.15% | 0.18% | 50 | -19,201 | -14.45% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 113,504 | 552 | 0.0% | 0.0% | 51 | -9,053 | -7.39% | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | Reduced | 110,645 | 538 | 0.09% | 0.11% | 52 | -13,079 | -10.57% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 105,197 | 512 | 0.03% | 0.03% | 53 | -1,060 | -1.0% | Q1 2026 | Apr 27, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 101,348 | 493 | 0.02% | 0.04% | 54 | -114,864 | -53.13% | Q1 2026 | May 15, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 92,116 | 444 | 0.29% | 0.32% | 55 | -2,104 | -2.23% | Q1 2026 | Apr 16, 2026 |
| &PARTNERS | History | Reduced | 89,841 | 437 | 0.0% | 0.0% | 56 | -1,362 | -1.49% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 88,518 | 431 | 0.0% | 0.0% | 57 | +3,573 | 4.21% | Q1 2026 | Apr 27, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 80,725 | 397 | 0.14% | 0.16% | 59 | -17,661 | -17.95% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 81,684 | 397 | 0.0% | 0.0% | 58 | -11,795 | -12.62% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 77,963 | 379 | 0.0% | 0.0% | 60 | +21,715 | 38.61% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 78,144 | 377 | 0.03% | 0.03% | 61 | +3,250 | 4.34% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 71,999 | 361 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 71,684 | 349 | 0.13% | 0.12% | 63 | +716 | 1.01% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 70,273 | 342 | 0.0% | 0.0% | 64 | +2,452 | 3.62% | Q1 2026 | Apr 30, 2026 |
| Virtu Financial LLC | History | Reduced | 66,616 | 324 | 0.01% | 0.01% | 65 | -6,567 | -8.97% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 66,465 | 323 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 62,937 | 306 | 0.0% | 0.0% | 67 | +60 | 0.1% | Q1 2026 | May 08, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 60,119 | 292 | 0.22% | 0.2% | 68 | +6,101 | 11.29% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 58,249 | 283 | 0.01% | 0.01% | 69 | +568 | 0.98% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 57,910 | 282 | 0.01% | 0.01% | 70 | +1,756 | 3.13% | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 56,474 | 275 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 56,466 | 270 | 0.0% | 0.0% | 72 | -7,082 | -11.14% | Q1 2026 | May 13, 2026 |
| Traub Capital Management LLC | History | Added to | 53,148 | 258 | 0.26% | 0.12% | 73 | +28,901 | 119.19% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Added to | 53,302 | 257 | 0.01% | 0.01% | 74 | +3,600 | 7.24% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 49,114 | 239 | 0.03% | 0.03% | 75 | -353 | -0.71% | Q1 2026 | Apr 15, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 48,856 | 237 | 0.24% | 0.14% | 76 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 46,062 | 224 | 0.0% | 0.0% | 77 | +2,783 | 6.43% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 45,000 | 219 | 0.0% | 0.0% | 78 | +2,439 | 5.73% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 44,800 | 218 | 0.02% | 0.03% | 79 | -1,000 | -2.18% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Reduced | 43,641 | 215 | 0.0% | 0.0% | 80 | -22,617 | -34.13% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | New | 44,085 | 214 | 0.0% | — | 81 | +44,085 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 42,945 | 209 | 0.0% | 0.01% | 82 | -67,680 | -61.18% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 41,868 | 203 | 0.0% | 0.0% | 83 | +270 | 0.65% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 38,834 | 189 | 0.0% | 0.0% | 84 | -7,831 | -16.78% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 38,081 | 185 | 0.0% | — | 85 | +38,081 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 35,862 | 180 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 35,771 | 167 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 33,897 | 165 | 0.02% | 0.01% | 88 | +22,809 | 205.71% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 31,215 | 152 | 0.0% | 0.0% | 89 | +5,000 | 19.07% | Q1 2026 | Apr 29, 2026 |
| First Heartland Consultants, Inc. | History | No change | 31,012 | 151 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 109,842 | 150 | 0.01% | 0.0% | 91 | -7,703 | -6.55% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 30,075 | 146 | 0.0% | 0.0% | 93 | -31,476 | -51.14% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 29,975 | 146 | 0.0% | 0.0% | 92 | -6,276 | -17.31% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Reduced | 28,465 | 140 | 0.0% | 0.0% | 94 | -14,000 | -32.97% | Q1 2026 | May 15, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 28,109 | 136 | 0.04% | 0.04% | 95 | +3,595 | 14.67% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,686 | 130 | 0.0% | 0.0% | 96 | +9,290 | 53.4% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 24,812 | 120 | 0.01% | 0.02% | 97 | -5,595 | -18.4% | Q1 2026 | May 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 24,841 | 120 | 0.05% | 0.05% | 98 | +400 | 1.64% | Q1 2026 | Apr 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 22,900 | 111 | 0.0% | 0.0% | 99 | +12,900 | 129.0% | Q1 2026 | May 18, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 21,803 | 106 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 20,854 | 101 | 0.0% | — | 102 | +20,854 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 20,741 | 101 | 0.0% | 0.0% | 101 | +583 | 2.89% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 20,263 | 98 | 0.0% | 0.0% | 103 | +1,846 | 10.02% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 19,780 | 96 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 19,250 | 93 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McGowan Group Asset Management, Inc. | History | New | 18,094 | 88 | 0.01% | — | 106 | +18,094 | New | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,986 | 87 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 16,359 | 79 | 0.05% | 0.1% | 110 | -13,366 | -44.97% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 16,339 | 79 | 0.0% | 0.0% | 109 | -621 | -3.66% | Q1 2026 | Apr 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 16,236 | 79 | 0.0% | 0.0% | 108 | +48 | 0.3% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 16,200 | 78 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SMITH, MOORE & CO. | History | Added to | 15,805 | 76 | 0.01% | 0.0% | 112 | +3,750 | 31.11% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | No change | 15,270 | 74 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | No change | 15,000 | 73 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DKM Wealth Management, Inc. | History | No change | 15,000 | 73 | 0.05% | 0.06% | 115 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 14,904 | 72 | 0.0% | 0.07% | 116 | -186,586 | -92.6% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 14,440 | 70 | 0.0% | 0.0% | 117 | -4,257 | -22.77% | Q1 2026 | May 11, 2026 |
| Fiduciary Group, LLC | History | No change | 12,950 | 63 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 12,889 | 62 | 0.01% | 0.01% | 119 | +28 | 0.22% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 12,342 | 60 | 0.01% | 0.01% | 120 | -2,491 | -16.79% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | New | 11,073 | 53 | 0.0% | — | 122 | +11,073 | New | Q1 2026 | May 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | New | 10,922 | 53 | 0.02% | — | 123 | +10,922 | New | Q1 2026 | Apr 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 11,000 | 53 | 0.0% | 0.0% | 121 | -1,000 | -8.33% | Q1 2026 | May 04, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 10,756 | 52 | 0.01% | 0.01% | 124 | -2,862 | -21.02% | Q1 2026 | Apr 15, 2026 |
| Cascade Financial Partners, LLC | History | New | 10,305 | 50 | 0.01% | — | 126 | +10,305 | New | Q1 2026 | May 12, 2026 |
| MATAURO, LLC | History | Added to | 10,283 | 50 | 0.01% | 0.01% | 125 | +218 | 2.17% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,097 | 49 | 0.0% | 0.0% | 127 | +60 | 0.6% | Q1 2026 | May 04, 2026 |
| TCFG Investment Advisors, LLC | History | New | 10,000 | 48 | 0.02% | — | 129 | +10,000 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 10,000 | 48 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | No change | 9,494 | 46 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,000 | 43 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 8,000 | 38 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,815 | 33 | 0.0% | 0.0% | 133 | -10,140 | -59.81% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 6,729 | 32 | 0.0% | — | 135 | +6,729 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,812 | 32 | 0.0% | 0.0% | 134 | -1,531 | -18.35% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 6,139 | 29 | 0.0% | 0.0% | 136 | +1,382 | 29.05% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,392 | 26 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 5,000 | 25 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WPG Advisers, LLC | History | Reduced | 5,079 | 24 | 0.02% | 0.02% | 139 | -1,238 | -19.6% | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,838 | 23 | 0.0% | 0.0% | 140 | +150 | 3.2% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | New | 3,389 | 16 | 0.0% | — | 141 | +3,389 | New | Q1 2026 | Apr 28, 2026 |
| TSFG, LLC | History | No change | 3,000 | 15 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,230 | 10 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | New | 1,883 | 9 | 0.0% | — | 144 | +1,883 | New | Q1 2026 | May 13, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,800 | 8 | 0.0% | — | 146 | +1,800 | New | Q1 2026 | Apr 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,826 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,519 | 7 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | No change | 1,000 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 704 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | No change | 700 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 750 | 3 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | New | 600 | 2 | 0.0% | — | 155 | +600 | New | Q1 2026 | May 19, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 556 | 2 | 0.0% | — | 154 | +556 | New | Q1 2026 | Apr 28, 2026 |
| Main Street Group, LTD | History | New | 500 | 2 | 0.0% | — | 156 | +500 | New | Q1 2026 | May 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 550 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 550 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 259 | 1 | 0.0% | — | 162 | +259 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 235 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 330 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 350 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 330 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 401 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.9% | — | -531,122 | -100.0% | Q1 2026 | May 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -453,908 | -100.0% | Q1 2026 | Apr 30, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -282,011 | -100.0% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -254,926 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -247,735 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188,913 | -100.0% | Q1 2026 | May 15, 2026 |
| Anchor Capital Management Group Inc | History | Closed out | 0 | 0 | — | 0.47% | — | -175,000 | -100.0% | Q1 2026 | May 18, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -139,164 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -66,389 | -100.0% | Q1 2026 | May 07, 2026 |
| Almitas Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -63,304 | -100.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,309 | -100.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,893 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,955 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,573 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,110 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,706 | -100.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,686 | -100.0% | Q1 2026 | May 14, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,601 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,500 | -100.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 187 | 0 | — | 0.0% | — | -1,813 | -90.65% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -166 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 37 | 0 | — | — | — | -20 | -35.09% | Q1 2026 | May 15, 2026 |