MidCap Financial Investment Corp - MFIC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 3,237,783 | 32,636 | 0.31% | 0.31% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 2,348,753 | 23,675 | 0.26% | 0.26% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 2,104,647 | 21,214 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 1,944,500 | 19,600 | 0.24% | 0.24% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,929,691 | 19,451 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Next Capital Management LLC | History | No change | 1,899,667 | 19,148 | 5.17% | 5.17% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 1,530,893 | 15,431 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,141,719 | 11,508 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,078,291 | 10,869 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,052,384 | 10,608 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 789,579 | 7,955 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Muzinich & Co., Inc. | History | No change | 744,421 | 7,503 | 2.56% | 2.56% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 549,575 | 5,539 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 527,873 | 5,320 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 512,823 | 5,169 | 2.21% | 2.21% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 441,518 | 4,450 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beach Point Capital Management LP | History | No change | 440,361 | 4,438 | 1.72% | 1.72% | 17 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 431,882 | 4,353 | 0.33% | 0.33% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 414,657 | 4,179 | 2.09% | 2.09% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 393,638 | 3,968 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ethos Financial Group, LLC | History | No change | 391,814 | 3,942 | 0.26% | 0.26% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 387,610 | 3,907 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 383,938 | 3,870 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 374,284 | 3,772 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 332,385 | 3,350 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 302,773 | 3,051 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 264,846 | 2,669 | 0.28% | 0.28% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisors Asset Management, Inc. | History | No change | 245,688 | 2,476 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 236,649 | 2,385 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Saba Capital Management, L.P. | History | No change | 215,136 | 2,168 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 213,203 | 2,149 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 207,239 | 2,088 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 187,298 | 1,887 | 0.17% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 186,679 | 1,881 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 151,634 | 1,528 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 146,152 | 1,473 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 140,477 | 1,416 | 0.34% | 0.34% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, LLC | History | No change | 135,000 | 1,360 | 0.21% | 0.21% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 133,313 | 1,343 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SHARPEPOINT LLC | History | No change | 132,029 | 1,330 | 0.67% | 0.67% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DnB Asset Management AS | History | No change | 127,082 | 1,280 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 122,100 | 1,230 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 118,353 | 1,193 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 116,034 | 1,166 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 126,539 | 1,105 | 0.02% | 0.02% | 45 | +7,988 | 6.74% | Q3 2026 | Oct 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 108,333 | 1,091 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 103,224 | 1,040 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 102,066 | 1,028 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 101,306 | 1,021 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 98,743 | 995 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 97,580 | 983 | 0.46% | 0.46% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 96,801 | 975 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 96,100 | 969 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 80,291 | 809 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 79,860 | 804 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | No change | 77,805 | 784 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garner Asset Management Corp | History | No change | 74,376 | 749 | 0.24% | 0.24% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 72,677 | 732 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 69,529 | 700 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VARCOV Co. | History | No change | 69,192 | 697 | 0.26% | 0.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | No change | 62,646 | 631 | 0.44% | 0.44% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 61,822 | 623 | 0.34% | 0.34% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisors, LLC | History | No change | 55,306 | 557 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DENALI ADVISORS LLC | History | No change | 54,554 | 549 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 54,303 | 547 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Headlands Technologies LLC | History | No change | 51,819 | 522 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 50,300 | 507 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 45,787 | 462 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alpine Global Management, LLC | History | No change | 45,537 | 459 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewGen Asset Management Ltd | History | No change | 45,000 | 453 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 43,045 | 433 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LeClair Wealth Partners LLC | History | No change | 40,885 | 412 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 40,780 | 411 | 0.2% | 0.2% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 40,474 | 407 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 39,649 | 399 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 38,582 | 388 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 38,558 | 388 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 37,693 | 379 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 37,267 | 375 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 36,922 | 372 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 32,967 | 332 | 0.32% | 0.32% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trexquant Investment LP | History | No change | 30,856 | 311 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 30,326 | 305 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 30,127 | 304 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 29,522 | 296 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 28,906 | 291 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 26,147 | 264 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 26,127 | 263 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tyche Wealth Partners LLC | History | No change | 26,000 | 262 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 24,077 | 242 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 23,532 | 237 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DKM Wealth Management, Inc. | History | No change | 23,500 | 236 | 0.15% | 0.15% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 22,547 | 227 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 22,281 | 224 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 22,200 | 223 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 20,014 | 201 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 19,925 | 200 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Squarepoint Ops LLC | History | No change | 19,932 | 200 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 18,756 | 189 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 18,637 | 187 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Everstar Asset Management, LLC | History | No change | 18,650 | 187 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ProShare Advisors LLC | History | No change | 17,245 | 173 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Americana Partners, LLC | History | No change | 16,952 | 170 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 16,773 | 169 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 15,622 | 157 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 15,368 | 154 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 14,914 | 150 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 14,401 | 145 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IMC-Chicago, LLC | History | No change | 14,100 | 142 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 13,718 | 138 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 13,329 | 134 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 12,868 | 129 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | No change | 11,470 | 121 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 11,920 | 120 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,936 | 120 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MQS Management LLC | History | No change | 11,928 | 120 | 0.15% | 0.15% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LB Partners LLC | History | No change | 12,000 | 120 | 0.08% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,737 | 118 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 11,611 | 117 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 11,607 | 116 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRA Advisory Group | History | No change | 11,186 | 112 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 11,113 | 112 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 11,030 | 111 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 10,901 | 109 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 10,500 | 105 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 10,422 | 105 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 10,320 | 104 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 10,223 | 103 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 10,173 | 102 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 10,183 | 102 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,933 | 100 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8,218 | 82 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,125 | 81 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,770 | 78 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westchester Capital Management, LLC | History | No change | 7,702 | 77 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 6,447 | 64 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,887 | 59 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,124 | 50 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,242 | 42 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 4,207 | 42 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Access Investment Management LLC | History | No change | 4,000 | 40 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,871 | 39 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3,500 | 35 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advocate Investing Services LLC | History | No change | 3,133 | 31 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,793 | 28 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 2,510 | 25 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,400 | 24 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,455 | 24 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 1,724 | 17 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 1,516 | 15 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,379 | 13 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,253 | 12 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,145 | 11 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 919 | 9 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 848 | 8 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 782 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aventura Private Wealth, LLC | History | No change | 656 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 563 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 500 | 5 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 525 | 5 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 537 | 5 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 505 | 5 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 584 | 5 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cheviot Value Management, LLC | History | No change | 333 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 360 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 333 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 333 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 333 | 3 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 216 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 150 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 91 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |