BLACKROCK MUNIHOLDINGS FUND, INC. - MHD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | History | Added to | 20,033,393 | 225,976 | 7.05% | 3.06% | 1 | +11,542,843 | 135.95% | Q1 2026 | May 14, 2026 |
| LM Advisors LLC | History | New | 1,765 | 156,484 | 2.47% | — | 2 | +1,765 | New | Q1 2026 | May 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 12,505,825 | 141,065 | 7.05% | 2.32% | 3 | +8,333,674 | 199.75% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,294,709 | 59,724 | 0.0% | 0.0% | 4 | +4,358,029 | 465.26% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 3,911,221 | 44,118 | 0.18% | 0.05% | 5 | +2,881,080 | 279.68% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 2,692,857 | 30,375 | 1.02% | 0.39% | 6 | +1,736,132 | 181.47% | Q1 2026 | May 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 2,066,476 | 24,219 | 10.14% | 1.34% | 7 | +1,786,591 | 638.33% | Q1 2026 | May 11, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 1,982,355 | 22,360 | 0.82% | 0.89% | 8 | -183,915 | -8.49% | Q1 2026 | Apr 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,868,644 | 21,078 | 0.16% | 0.1% | 9 | +701,845 | 60.15% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,807,154 | 20,384 | 0.0% | 0.0% | 10 | +1,104,859 | 157.32% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | New | 1,428,374 | 16,112 | 0.02% | — | 11 | +1,428,374 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,298,084 | 14,642 | 0.01% | 0.0% | 12 | +864,565 | 199.43% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,236,235 | 13,944 | 0.23% | 0.13% | 13 | +591,960 | 91.88% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,102,849 | 12,440 | 0.02% | 0.01% | 14 | +593,744 | 116.63% | Q1 2026 | May 05, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 1,065,038 | 12,014 | 0.24% | 0.08% | 15 | +733,071 | 220.83% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,021,359 | 11,520 | 0.0% | 0.0% | 16 | +824,668 | 419.27% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 981,426 | 11,070 | 0.0% | 0.0% | 17 | +687,584 | 234.0% | Q1 2026 | May 06, 2026 |
| Rareview Capital LLC | History | Added to | 606,318 | 6,790 | 3.98% | 2.9% | 18 | +207,695 | 52.1% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 572,536 | 6,458 | 0.0% | 0.0% | 19 | +486,863 | 568.28% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Added to | 520,267 | 5,868 | 0.13% | 0.03% | 20 | +356,367 | 217.43% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 476,797 | 5,378 | 0.0% | 0.0% | 21 | +441,199 | 1239.39% | Q1 2026 | May 12, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 453,034 | 5,110 | 0.37% | 0.33% | 22 | +81,787 | 22.03% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 396,333 | 4,471 | 0.0% | 0.0% | 23 | +319,680 | 417.05% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 382,902 | 4,319 | 0.0% | 0.0% | 24 | +345,456 | 922.54% | Q1 2026 | May 05, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 382,553 | 4,315 | 2.48% | 1.21% | 25 | +204,412 | 114.75% | Q1 2026 | Apr 10, 2026 |
| Invesco Ltd. | History | Added to | 381,241 | 4,300 | 0.0% | 0.0% | 26 | +163,577 | 75.15% | Q1 2026 | May 12, 2026 |
| Atala Financial Inc | History | Added to | 358,833 | 4,087 | 2.74% | 0.45% | 27 | +298,725 | 496.98% | Q1 2026 | Apr 10, 2026 |
| Westchester Capital Management, LLC | History | Added to | 326,160 | 3,679 | 0.17% | 0.02% | 28 | +282,172 | 641.47% | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | New | 323,583 | 3,651 | 0.97% | — | 29 | +323,583 | New | Q1 2026 | May 12, 2026 |
| Fiera Capital Corp | History | Reduced | 322,991 | 3,643 | 0.01% | 0.02% | 30 | -82,758 | -20.4% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 307,673 | 3,470 | 0.0% | 0.0% | 31 | +106,109 | 52.64% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 259,521 | 2,927 | 0.0% | 0.0% | 32 | +212,957 | 457.34% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 251,989 | 2,842 | 0.0% | 0.0% | 33 | +134,039 | 113.64% | Q1 2026 | May 05, 2026 |
| Leo Wealth, LLC | History | New | 251,331 | 2,835 | 0.21% | — | 34 | +251,331 | New | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 244,009 | 2,752 | 0.0% | 0.0% | 35 | +119,726 | 96.33% | Q1 2026 | May 04, 2026 |
| COHEN & STEERS, INC. | History | Added to | 243,007 | 2,741 | 0.0% | 0.0% | 36 | +92,560 | 61.52% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 238,931 | 2,695 | 0.0% | 0.0% | 37 | +220,313 | 1183.33% | Q1 2026 | May 13, 2026 |
| Callahan Advisors, LLC | History | New | 236,644 | 2,669 | 0.22% | — | 38 | +236,644 | New | Q1 2026 | May 12, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 225,021 | 2,538 | 0.36% | 0.32% | 39 | +31,357 | 16.19% | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 202,218 | 2,281 | 0.06% | — | 40 | +202,218 | New | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | New | 191,652 | 2,161 | 0.03% | — | 41 | +191,652 | New | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 179,952 | 2,029 | 0.01% | 0.0% | 42 | +110,968 | 160.86% | Q1 2026 | Jun 02, 2026 |
| 1607 Capital Partners, LLC | History | New | 179,333 | 2,022 | 0.15% | — | 43 | +179,333 | New | Q1 2026 | May 15, 2026 |
| Allegheny Financial Group | History | New | 155,479 | 1,753 | 0.24% | — | 44 | +155,479 | New | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 146,110 | 1,648 | 0.01% | 0.01% | 45 | +43,746 | 42.74% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 143,073 | 1,613 | 0.02% | 0.01% | 46 | +86,645 | 153.55% | Q1 2026 | Apr 17, 2026 |
| Professional Financial Management, Inc. | History | New | 142,325 | 1,605 | 1.67% | — | 47 | +142,325 | New | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 140,486 | 1,584 | 0.02% | 0.01% | 48 | +76,706 | 120.27% | Q1 2026 | Apr 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 140,098 | 1,580 | 0.0% | 0.0% | 49 | +107,562 | 330.59% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 127,592 | 1,439 | 0.0% | 0.0% | 50 | +83,533 | 189.59% | Q1 2026 | Apr 30, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 119,038 | 1,342 | 0.7% | — | 51 | +119,038 | New | Q1 2026 | May 08, 2026 |
| Melone Private Wealth, LLC | History | New | 117,683 | 1,327 | 0.54% | — | 52 | +117,683 | New | Q1 2026 | Apr 08, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 115,874 | 1,307 | 0.03% | 0.01% | 53 | +57,999 | 100.21% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 110,834 | 1,250 | 0.0% | 0.0% | 54 | +96,889 | 694.79% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 107,451 | 1,212 | 0.0% | 0.0% | 55 | +52,604 | 95.91% | Q1 2026 | May 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 105,020 | 1,184 | 0.53% | 0.11% | 56 | +81,896 | 354.16% | Q1 2026 | Apr 28, 2026 |
| Mathes Company, Inc. | History | New | 101,298 | 1,143 | 0.42% | — | 57 | +101,298 | New | Q1 2026 | May 08, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 100,062 | 1,128 | 0.08% | 0.05% | 58 | +46,071 | 85.33% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 94,012 | 1,060 | 0.0% | 0.0% | 59 | +92,707 | 7103.98% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | New | 82,168 | 926 | 0.02% | — | 60 | +82,168 | New | Q1 2026 | May 01, 2026 |
| Logan Stone Capital, LLC | History | Added to | 79,095 | 892 | 0.25% | 0.14% | 61 | +31,736 | 67.01% | Q1 2026 | May 15, 2026 |
| Palogic Value Management, L.P. | History | Added to | 75,497 | 850 | 0.36% | 0.18% | 62 | +37,889 | 100.75% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 74,530 | 840 | 0.01% | 0.0% | 63 | +57,733 | 343.71% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 74,259 | 837 | 0.05% | 0.03% | 64 | +28,620 | 62.71% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | Added to | 73,780 | 832 | 0.09% | 0.08% | 65 | +34,984 | 90.17% | Q1 2026 | May 07, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 73,106 | 824 | 0.17% | 0.14% | 66 | +12,305 | 20.24% | Q1 2026 | May 05, 2026 |
| Noble Wealth Management PBC | History | Added to | 69,321 | 781 | 0.39% | 0.11% | 67 | +50,185 | 262.25% | Q1 2026 | Apr 02, 2026 |
| Indiana Trust & Investment Management Co | History | New | 68,000 | 767 | 0.24% | — | 68 | +68,000 | New | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 66,387 | 748 | 0.0% | — | 69 | +66,387 | New | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 64,983 | 733 | 0.0% | — | 70 | +64,983 | New | Q1 2026 | Apr 27, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 60,915 | 687 | 0.13% | 0.04% | 71 | +43,740 | 254.67% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,583 | 683 | 0.0% | 0.0% | 72 | +48,769 | 412.81% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | New | 60,199 | 682 | 0.01% | — | 73 | +60,199 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 58,420 | 658 | 0.01% | — | 74 | +58,420 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 57,418 | 647 | 0.0% | 0.0% | 75 | +7,665 | 15.41% | Q1 2026 | May 14, 2026 |
| Uniting Wealth Partners, LLC | History | New | 56,465 | 640 | 0.14% | — | 76 | +56,465 | New | Q1 2026 | Apr 22, 2026 |
| Nuveen, LLC | History | Added to | 54,947 | 619 | 0.0% | 0.0% | 77 | +28,094 | 104.62% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 54,150 | 610 | 0.0% | 0.0% | 78 | +31,276 | 136.73% | Q1 2026 | May 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 53,912 | 608 | 0.62% | 0.08% | 79 | +43,081 | 397.76% | Q1 2026 | May 11, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 51,554 | 581 | 0.05% | — | 81 | +51,554 | New | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 51,537 | 581 | 0.02% | 0.01% | 80 | +25,039 | 94.49% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 51,093 | 576 | 0.0% | 0.0% | 82 | +45,754 | 856.98% | Q1 2026 | Apr 30, 2026 |
| River Street Advisors LLC | History | Added to | 50,618 | 570 | 0.19% | 0.06% | 83 | +36,697 | 263.61% | Q1 2026 | Apr 21, 2026 |
| Tyche Wealth Partners LLC | History | New | 49,620 | 559 | 0.09% | — | 84 | +49,620 | New | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 49,465 | 557 | 0.02% | 0.03% | 85 | -2,678 | -5.14% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 48,079 | 542 | 0.01% | — | 86 | +48,079 | New | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 47,714 | 538 | 0.0% | 0.0% | 87 | +36,403 | 321.84% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 42,847 | 485 | 0.01% | 0.0% | 88 | +27,422 | 177.78% | Q1 2026 | May 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 42,250 | 476 | 0.29% | — | 89 | +42,250 | New | Q1 2026 | May 13, 2026 |
| Clare Market Investments LLC | History | New | 42,100 | 474 | 0.1% | — | 90 | +42,100 | New | Q1 2026 | Apr 29, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 40,204 | 455 | 0.08% | — | 91 | +40,204 | New | Q1 2026 | Apr 28, 2026 |
| WHITEBOX ADVISORS LLC | History | New | 39,677 | 447 | 0.01% | — | 92 | +39,677 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | New | 38,115 | 447 | 0.0% | — | 93 | +38,115 | New | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | New | 38,811 | 437 | 0.08% | — | 94 | +38,811 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,936 | 427 | 0.0% | 0.0% | 95 | +22,841 | 151.32% | Q1 2026 | May 08, 2026 |
| Great Lakes Retirement, Inc. | History | New | 36,793 | 417 | 0.04% | — | 96 | +36,793 | New | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 36,987 | 416 | 0.0% | 0.0% | 97 | +20,101 | 119.04% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | New | 35,149 | 396 | 0.01% | — | 98 | +35,149 | New | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | New | 35,092 | 395 | 0.0% | — | 99 | +35,092 | New | Q1 2026 | Apr 15, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 34,122 | 384 | 0.08% | 0.09% | 100 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 32,518 | 381 | 0.0% | 0.0% | 101 | +7,610 | 30.55% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,558 | 344 | 0.0% | 0.0% | 102 | +18,014 | 143.61% | Q1 2026 | Apr 24, 2026 |
| ProVise Management Group, LLC | History | Added to | 30,334 | 342 | 0.02% | 0.02% | 103 | +5,950 | 24.4% | Q1 2026 | May 06, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | New | 28,057 | 316 | 0.25% | — | 104 | +28,057 | New | Q1 2026 | May 12, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 27,264 | 307 | 0.2% | 0.18% | 105 | +3,668 | 15.55% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 26,861 | 302 | 0.0% | — | 106 | +26,861 | New | Q1 2026 | Apr 20, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 26,698 | 301 | 0.0% | — | 107 | +26,698 | New | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 25,166 | 283 | 0.0% | — | 108 | +25,166 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 24,915 | 281 | 0.0% | — | 109 | +24,915 | New | Q1 2026 | May 12, 2026 |
| SFMG, LLC | History | Added to | 24,310 | 274 | 0.02% | 0.01% | 110 | +12,217 | 101.03% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 24,028 | 271 | 0.01% | — | 111 | +24,028 | New | Q1 2026 | May 07, 2026 |
| Ranch Capital Advisors Inc. | History | New | 23,814 | 268 | 0.1% | — | 112 | +23,814 | New | Q1 2026 | May 06, 2026 |
| Modern Wealth Management, LLC | History | New | 23,212 | 263 | 0.0% | — | 114 | +23,212 | New | Q1 2026 | May 14, 2026 |
| Everstar Asset Management, LLC | History | No change | 23,400 | 263 | 0.14% | 0.15% | 113 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| XTX Topco Ltd | History | New | 23,190 | 261 | 0.0% | — | 115 | +23,190 | New | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 23,018 | 260 | 0.01% | — | 116 | +23,018 | New | Q1 2026 | May 18, 2026 |
| KIM, LLC | History | No change | 22,805 | 257 | 0.03% | 0.02% | 117 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ceeto Capital Group, LLC | History | New | 22,389 | 254 | 0.08% | — | 118 | +22,389 | New | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | New | 22,335 | 251 | 0.05% | — | 119 | +22,335 | New | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | New | 22,205 | 250 | 0.01% | — | 120 | +22,205 | New | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 22,025 | 248 | 0.0% | — | 121 | +22,025 | New | Q1 2026 | Apr 08, 2026 |
| NORTHERN TRUST CORP | History | New | 21,735 | 245 | 0.0% | — | 122 | +21,735 | New | Q1 2026 | May 14, 2026 |
| Genesee Capital Advisors, LLC | History | New | 21,191 | 239 | 0.1% | — | 123 | +21,191 | New | Q1 2026 | Apr 22, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | New | 20,614 | 232 | 0.01% | — | 125 | +20,614 | New | Q1 2026 | May 11, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 20,618 | 232 | 0.03% | 0.03% | 124 | +115 | 0.56% | Q1 2026 | Apr 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 20,216 | 228 | 0.11% | — | 126 | +20,216 | New | Q1 2026 | Apr 15, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 20,022 | 225 | 0.03% | 0.04% | 127 | -7,482 | -27.2% | Q1 2026 | May 06, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 19,900 | 224 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | New | 18,167 | 204 | 0.0% | — | 129 | +18,167 | New | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 17,647 | 199 | 0.01% | — | 130 | +17,647 | New | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | New | 17,596 | 198 | 0.0% | — | 131 | +17,596 | New | Q1 2026 | May 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 17,459 | 196 | 0.07% | — | 132 | +17,459 | New | Q1 2026 | Apr 17, 2026 |
| M&T BANK CORP | History | Reduced | 17,101 | 192 | 0.0% | 0.0% | 133 | -3,165 | -15.62% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | No change | 16,669 | 188 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 16,472 | 185 | 0.01% | 0.0% | 135 | +12,472 | 311.8% | Q1 2026 | Apr 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 16,167 | 182 | 0.0% | 0.0% | 136 | -4,104 | -20.25% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | New | 15,542 | 175 | 0.01% | — | 137 | +15,542 | New | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 14,856 | 167 | 0.04% | 0.05% | 138 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Indivisible Partners | History | Added to | 14,179 | 159 | 0.01% | 0.02% | 139 | +72 | 0.51% | Q1 2026 | Apr 30, 2026 |
| PFG Investments, LLC | History | New | 13,923 | 157 | 0.01% | — | 140 | +13,923 | New | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 13,665 | 154 | 0.0% | — | 141 | +13,665 | New | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,626 | 153 | 0.0% | 0.0% | 142 | +9,626 | 240.65% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 13,441 | 151 | 0.01% | — | 143 | +13,441 | New | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | New | 13,240 | 149 | 0.01% | — | 144 | +13,240 | New | Q1 2026 | Apr 21, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 12,990 | 146 | 0.13% | — | 145 | +12,990 | New | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Added to | 12,708 | 143 | 0.0% | 0.0% | 146 | +4,983 | 64.5% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | New | 12,669 | 142 | 0.01% | — | 147 | +12,669 | New | Q1 2026 | May 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 11,834 | 133 | 0.01% | 0.01% | 148 | +1,834 | 18.34% | Q1 2026 | May 12, 2026 |
| Element Wealth, LLC | History | New | 11,693 | 131 | 0.05% | — | 149 | +11,693 | New | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | New | 11,527 | 130 | 0.0% | — | 150 | +11,527 | New | Q1 2026 | May 05, 2026 |
| Realta Investment Advisors | History | New | 11,495 | 129 | 0.04% | — | 153 | +11,495 | New | Q1 2026 | Apr 22, 2026 |
| World Investment Advisors | History | Added to | 11,500 | 129 | 0.0% | 0.0% | 152 | +1,251 | 12.21% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | No change | 11,500 | 129 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 11,427 | 128 | 0.0% | — | 154 | +11,427 | New | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | New | 11,196 | 126 | 0.01% | — | 155 | +11,196 | New | Q1 2026 | May 05, 2026 |
| Commerce Advisors, LLC | History | New | 10,908 | 123 | 0.1% | — | 156 | +10,908 | New | Q1 2026 | May 12, 2026 |
| MKT Advisors LLC | History | New | 10,638 | 121 | 0.04% | — | 157 | +10,638 | New | Q1 2026 | Apr 10, 2026 |
| StoneX Group Inc. | History | New | 10,665 | 120 | 0.01% | — | 158 | +10,665 | New | Q1 2026 | May 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | New | 10,643 | 120 | 0.03% | — | 159 | +10,643 | New | Q1 2026 | Apr 28, 2026 |
| Occidental Asset Management, LLC | History | New | 10,612 | 119 | 0.01% | — | 160 | +10,612 | New | Q1 2026 | Apr 15, 2026 |
| Catalina Capital Group, LLC | History | New | 10,586 | 119 | 0.07% | — | 161 | +10,586 | New | Q1 2026 | Apr 23, 2026 |
| Plancorp, LLC | History | No change | 10,000 | 117 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | New | 10,124 | 114 | 0.07% | — | 163 | +10,124 | New | Q1 2026 | Apr 21, 2026 |
| Caldwell Trust Co | History | New | 8,245 | 93 | 0.01% | — | 164 | +8,245 | New | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 7,351 | 82 | 0.01% | 0.0% | 165 | +5,245 | 249.05% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | Added to | 6,867 | 77 | 0.02% | 0.01% | 166 | +2,890 | 72.67% | Q1 2026 | Apr 02, 2026 |
| BOKF, NA | History | New | 6,471 | 72 | 0.0% | — | 167 | +6,471 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | New | 5,519 | 62 | 0.0% | — | 168 | +5,519 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,817 | 56 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hamrick Investment Counsel, llc | History | New | 4,665 | 52 | 0.03% | — | 170 | +4,665 | New | Q1 2026 | May 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 4,096 | 46 | 0.0% | — | 171 | +4,096 | New | Q1 2026 | May 04, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 3,375 | 38 | 0.01% | — | 172 | +3,375 | New | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 3,110 | 35 | 0.01% | — | 173 | +3,110 | New | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 2,898 | 32 | 0.0% | 0.0% | 174 | +2,598 | 866.0% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | New | 2,469 | 27 | 0.0% | — | 175 | +2,469 | New | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | New | 2,367 | 26 | 0.0% | — | 176 | +2,367 | New | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 2,269 | 25 | 0.0% | — | 177 | +2,269 | New | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 22 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | New | 1,850 | 20 | 0.0% | — | 180 | +1,850 | New | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,846 | 20 | 0.0% | 0.0% | 179 | +1,023 | 124.3% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Added to | 1,682 | 18 | 0.01% | 0.0% | 182 | +1,099 | 188.51% | Q1 2026 | Apr 29, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,661 | 18 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1,490 | 16 | 0.0% | — | 183 | +1,490 | New | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | New | 1,123 | 12 | 0.0% | — | 184 | +1,123 | New | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 985 | 11 | 0.0% | — | 185 | +985 | New | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | New | 916 | 10 | 0.0% | — | 186 | +916 | New | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | New | 802 | 9 | 0.0% | — | 187 | +802 | New | Q1 2026 | Apr 15, 2026 |
| Community Financial Services Group, LLC | History | New | 759 | 8 | 0.0% | — | 190 | +759 | New | Q1 2026 | Apr 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 700 | 8 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 740 | 8 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | New | 654 | 7 | 0.0% | — | 192 | +654 | New | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | New | 607 | 7 | 0.0% | — | 191 | +607 | New | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 446 | 5 | 0.0% | — | 193 | +446 | New | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 445 | 5 | 0.0% | — | 194 | +445 | New | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | New | 386 | 4 | 0.0% | — | 195 | +386 | New | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | New | 339 | 3 | 0.0% | — | 196 | +339 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 310 | 3 | 0.0% | — | 197 | +310 | New | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 220 | 2 | 0.0% | 0.0% | 199 | +3 | 1.38% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 196 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 124 | 1 | 0.0% | — | 201 | +124 | New | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 124 | 1 | 0.0% | — | 202 | +124 | New | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 122 | 1 | 0.0% | — | 203 | +122 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 85 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,043 | -100.0% | Q1 2026 | Apr 07, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,870 | -100.0% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,768 | -100.0% | Q1 2026 | May 15, 2026 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,038 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,013 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,923 | -100.0% | Q1 2026 | May 06, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,288 | -100.0% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,175 | -100.0% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,095 | -100.0% | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -437 | -100.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | New | 88 | 0 | — | — | — | +88 | New | Q1 2026 | Apr 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | Apr 21, 2026 |
| Covestor Ltd | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 05, 2026 |
| Bernard Wealth Management Corp. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |