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 | No change | 9,278,304 | 45,092 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 4,526,488 | 21,998 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 4,167,979 | 20,256 | 0.16% | 0.16% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OAK HILL ADVISORS LP | History | No change | 3,301,932 | 16,047 | 2.29% | 2.29% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 3,045,191 | 14,799 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,687,333 | 13,060 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 2,347,246 | 11,407 | 0.17% | 0.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,057,071 | 9,997 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,784,896 | 8,674 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,158,781 | 5,631 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | No change | 932,452 | 4,531 | 0.44% | 0.44% | 11 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 747,957 | 3,635 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COHEN & STEERS, INC. | History | No change | 734,738 | 3,571 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 716,157 | 3,480 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 704,610 | 3,424 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 691,801 | 3,362 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 613,908 | 2,983 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | No change | 610,015 | 2,964 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 550,907 | 2,677 | 0.23% | 0.23% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Venture Visionary Partners LLC | History | No change | 535,467 | 2,602 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DCF Advisers, LLC | History | No change | 528,113 | 2,566 | 0.45% | 0.45% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 424,087 | 2,061 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 384,710 | 1,869 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Wealth LLC | History | No change | 380,988 | 1,851 | 0.26% | 0.26% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Matisse Capital | History | No change | 380,000 | 1,846 | 0.74% | 0.74% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 340,981 | 1,657 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 335,273 | 1,629 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fiera Capital Corp | History | No change | 326,642 | 1,587 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 321,246 | 1,561 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ICON ADVISERS INC/CO | History | No change | 306,035 | 1,487 | 0.28% | 0.28% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 288,332 | 1,401 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stolper Co | History | No change | 260,346 | 1,265 | 0.33% | 0.33% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 253,415 | 1,231 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 246,231 | 1,196 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 236,711 | 1,150 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 235,498 | 1,144 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 208,378 | 1,013 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 200,608 | 974 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 198,168 | 972 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Castleview Partners, LLC | History | No change | 155,708 | 756 | 0.33% | 0.33% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bramshill Investments, LLC | History | No change | 148,612 | 722 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 141,612 | 688 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, LLC | History | No change | 137,280 | 667 | 0.14% | 0.14% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traub Capital Management LLC | History | No change | 137,252 | 667 | 0.6% | 0.6% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 135,835 | 660 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 135,602 | 659 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH EFFECTS LLC | History | No change | 124,113 | 603 | 0.16% | 0.16% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 102,197 | 496 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XTX Topco Ltd | History | No change | 98,325 | 477 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 93,889 | 456 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Encompass More Asset Management | History | No change | 92,852 | 451 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 92,018 | 447 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 90,650 | 440 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 89,789 | 436 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 88,922 | 431 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 81,392 | 386 | 0.24% | 0.24% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 79,644 | 386 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 77,259 | 375 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 76,646 | 372 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HighTower Advisors, LLC | History | No change | 75,537 | 367 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Ground Capital | History | No change | 74,901 | 364 | 0.44% | 0.44% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 72,393 | 351 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Total Wealth Planning & Management, Inc. | History | No change | 71,795 | 348 | 0.24% | 0.24% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 70,401 | 342 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Centurion Wealth Management LLC | History | No change | 66,465 | 323 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 66,032 | 320 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Meridian Wealth Management, LLC | History | No change | 62,967 | 306 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 61,528 | 299 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 59,942 | 291 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 56,474 | 274 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 55,980 | 272 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 54,431 | 264 | 0.22% | 0.22% | 72 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 54,431 | 264 | 0.22% | 0.22% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Saba Capital Management, L.P. | History | No change | 52,553 | 255 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | No change | 49,818 | 242 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 48,856 | 237 | 0.23% | 0.23% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 47,734 | 231 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHOREO, LLC | History | No change | 46,104 | 226 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 46,062 | 223 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 44,086 | 214 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 42,177 | 205 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 42,330 | 205 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 41,919 | 203 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 41,635 | 202 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 41,173 | 200 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NWF Advisory Services Inc. | History | No change | 39,800 | 193 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | No change | 38,979 | 189 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisors, LLC | History | No change | 38,613 | 187 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 39,045 | 187 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 35,771 | 172 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| StoneX Group Inc. | History | No change | 35,304 | 171 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 34,942 | 169 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 33,660 | 163 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 32,734 | 159 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 31,215 | 151 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 30,935 | 150 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 30,628 | 148 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shaker Financial Services, LLC | History | No change | 30,000 | 147 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 30,215 | 146 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Clearstead Advisors, LLC | History | No change | 28,198 | 137 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Almitas Capital LLC | History | No change | 28,041 | 136 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 27,544 | 133 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 26,716 | 129 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | No change | 25,666 | 121 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 21,803 | 105 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 21,320 | 103 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 21,065 | 103 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 20,665 | 100 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 20,081 | 97 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 19,780 | 96 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 18,750 | 91 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 18,152 | 88 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,986 | 87 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 16,906 | 82 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 16,306 | 80 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,339 | 79 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 16,200 | 78 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,855 | 77 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SMITH, MOORE & CO. | History | No change | 15,805 | 76 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 15,285 | 74 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,900 | 72 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forum Financial Management, LP | History | No change | 15,000 | 72 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DKM Wealth Management, Inc. | History | No change | 15,000 | 72 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | No change | 14,601 | 70 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 13,000 | 63 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fiduciary Group, LLC | History | No change | 12,950 | 62 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 12,932 | 62 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 12,442 | 60 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Occidental Asset Management, LLC | History | No change | 12,332 | 59 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 11,989 | 58 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,200 | 54 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 11,260 | 54 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 11,000 | 53 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,899 | 52 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATAURO, LLC | History | No change | 10,602 | 51 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cascade Financial Partners, LLC | History | No change | 10,305 | 50 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,183 | 49 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 10,000 | 48 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | No change | 8,877 | 43 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,500 | 36 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 6,815 | 33 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,812 | 33 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Axiom Investment Management LLC | History | No change | 5,909 | 28 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WPG Advisers, LLC | History | No change | 5,874 | 28 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,481 | 26 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 5,000 | 24 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,510 | 21 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascentis Independent Advisors | History | No change | 3,389 | 16 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Noble Wealth Management PBC | History | New | 3,200 | 15 | 0.01% | — | 150 | +3,200 | New | Q3 2026 | Oct 01, 2026 |
| TSFG, LLC | History | No change | 3,000 | 15 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,000 | 14 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2,848 | 13 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,230 | 10 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,826 | 8 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 1,666 | 8 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,800 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Osbon Capital Management LLC | History | No change | 1,798 | 8 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeSteps Financial, Inc. | History | No change | 1,400 | 6 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,205 | 5 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PFS Partners, LLC | History | No change | 1,000 | 4 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Basepoint Wealth LLC | History | No change | 933 | 4 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop National Bank | History | No change | 700 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 750 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BESSEMER GROUP INC | History | No change | 464 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 556 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 550 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 550 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | No change | 500 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 350 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 330 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 401 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |