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 | No change | 19,816,954 | 235,821 | 6.78% | 6.78% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 11,987,371 | 142,649 | 6.78% | 6.78% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5,960,341 | 70,928 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,677,624 | 43,763 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,284,429 | 27,184 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 2,066,476 | 24,591 | 10.86% | 10.86% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 2,339,514 | 24,003 | 0.7% | 0.78% | 7 | +29,242 | 1.27% | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,809,830 | 21,536 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKAY SHIELDS LLC | History | No change | 1,982,355 | 20,338 | 0.74% | 0.79% | 9 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,384,845 | 16,479 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 1,383,852 | 16,467 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,231,476 | 14,654 | 0.22% | 0.22% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,149,124 | 13,674 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,281,646 | 13,149 | 0.02% | 0.02% | 14 | +17,894 | 1.42% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 1,065,866 | 12,683 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 994,190 | 11,831 | 0.22% | 0.22% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 989,613 | 11,776 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 565,710 | 6,731 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 521,667 | 6,207 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 498,348 | 5,930 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rareview Capital LLC | History | Added to | 575,841 | 5,908 | 2.79% | 3.43% | 21 | +27,790 | 5.07% | Q3 2026 | Nov 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 393,906 | 4,687 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 453,034 | 4,648 | 0.32% | 0.32% | 23 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 373,213 | 4,441 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 362,781 | 4,317 | 2.33% | 2.33% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 348,737 | 4,149 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westchester Capital Management, LLC | History | No change | 326,160 | 3,881 | 0.19% | 0.19% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atala Financial Inc | History | Added to | 356,567 | 3,658 | 2.12% | 2.58% | 28 | +112 | 0.03% | Q3 2026 | Oct 22, 2026 |
| Invesco Ltd. | History | No change | 306,323 | 3,645 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 304,305 | 3,621 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 272,919 | 3,247 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callahan Advisors, LLC | History | No change | 236,644 | 2,816 | 0.21% | 0.21% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 231,404 | 2,753 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COHEN & STEERS, INC. | History | No change | 221,407 | 2,635 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 213,883 | 2,545 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 178,396 | 2,122 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 205,393 | 2,107 | 0.0% | 0.0% | 37 | -21,196 | -9.35% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 174,963 | 2,082 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 186,147 | 1,910 | 0.01% | 0.01% | 39 | +655 | 0.35% | Q3 2026 | Oct 26, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 183,167 | 1,879 | 0.43% | 0.35% | 40 | +51,162 | 38.76% | Q3 2026 | Nov 04, 2026 |
| LM Advisors LLC | History | No change | 154,456 | 1,837 | 0.21% | 0.21% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Livelsberger Financial Advisory | History | New | 173,473 | 1,779 | 9.56% | — | 42 | +173,473 | New | Q3 2026 | Oct 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 133,698 | 1,591 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Asset Management, LLC | History | No change | 127,261 | 1,514 | 0.22% | 0.22% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allegheny Financial Group | History | Reduced | 142,033 | 1,457 | 0.15% | 0.19% | 45 | -5,658 | -3.83% | Q3 2026 | Nov 05, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 122,349 | 1,455 | 0.71% | 0.71% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 137,626 | 1,412 | 0.02% | 0.02% | 47 | -4,511 | -3.17% | Q3 2026 | Oct 22, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 137,417 | 1,409 | 0.04% | 0.04% | 48 | +25,279 | 22.54% | Q3 2026 | Nov 05, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 137,405 | 1,409 | 0.15% | 0.21% | 49 | -12,945 | -8.61% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 136,641 | 1,402 | 0.0% | 0.0% | 50 | +5,138 | 3.91% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 107,712 | 1,281 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 106,017 | 1,261 | 0.11% | 0.11% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| B.A. Schrock Wealth Management, Inc. | History | New | 122,384 | 1,255 | 0.46% | — | 53 | +122,384 | New | Q3 2026 | Oct 14, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 105,262 | 1,252 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mathes Company, Inc. | History | No change | 101,298 | 1,205 | 0.37% | 0.37% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 93,612 | 1,113 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 107,751 | 1,105 | 0.01% | 0.02% | 57 | -30,551 | -22.09% | Q3 2026 | Oct 26, 2026 |
| Summit Trail Advisors, LLC | History | No change | 92,929 | 1,105 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 90,888 | 1,081 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 105,020 | 1,077 | 0.41% | 0.48% | 60 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 86,578 | 1,030 | 0.32% | 0.32% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 85,037 | 1,011 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 82,981 | 987 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 76,276 | 907 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 70,229 | 835 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HRT FINANCIAL LP | History | No change | 69,000 | 821 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 78,642 | 806 | 0.03% | 0.05% | 67 | +3,448 | 4.59% | Q3 2026 | Oct 26, 2026 |
| Clear Point Advisors Inc. | History | New | 67,499 | 761 | 0.52% | — | 68 | +67,499 | New | Q3 2026 | Oct 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 73,230 | 751 | 0.0% | 0.0% | 69 | +8,524 | 13.17% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 63,137 | 751 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 63,152 | 751 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Curi Capital, LLC | History | No change | 60,199 | 719 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 69,403 | 712 | 0.0% | 0.0% | 73 | -9,770 | -12.34% | Q3 2026 | Nov 02, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 68,000 | 697 | 0.19% | 0.22% | 74 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 56,482 | 675 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 54,778 | 664 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 54,947 | 653 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 54,828 | 652 | 0.3% | 0.3% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Noble Wealth Management PBC | History | Reduced | 63,159 | 648 | 0.29% | 0.36% | 79 | -5,226 | -7.64% | Q3 2026 | Oct 01, 2026 |
| Tyche Wealth Partners LLC | History | No change | 49,786 | 592 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 49,692 | 591 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 57,000 | 584 | 0.11% | 0.05% | 82 | +35,000 | 159.09% | Q3 2026 | Oct 19, 2026 |
| Melone Private Wealth, LLC | History | Added to | 55,506 | 569 | 0.22% | 0.25% | 83 | +446 | 0.81% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 47,418 | 564 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 54,876 | 563 | 0.0% | 0.0% | 85 | -400 | -0.72% | Q3 2026 | Nov 05, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 53,556 | 549 | 0.57% | 0.56% | 86 | +5,115 | 10.56% | Q3 2026 | Nov 04, 2026 |
| Balefire, LLC | History | Added to | 53,043 | 544 | 0.09% | 0.1% | 87 | +698 | 1.33% | Q3 2026 | Oct 09, 2026 |
| Palogic Value Management, L.P. | History | No change | 45,210 | 537 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | No change | 51,537 | 528 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| River Street Advisors LLC | History | No change | 50,618 | 519 | 0.16% | 0.18% | 90 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 49,357 | 506 | 0.36% | 0.31% | 91 | +11,541 | 30.52% | Q3 2026 | Oct 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 48,961 | 502 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Clare Market Investments LLC | History | No change | 42,115 | 501 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 47,838 | 490 | 0.0% | 0.0% | 94 | +13,022 | 37.4% | Q3 2026 | Oct 16, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 39,677 | 472 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 38,283 | 455 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 41,695 | 450 | 0.06% | 0.07% | 97 | +868 | 2.13% | Q3 2026 | Nov 02, 2026 |
| CHOREO, LLC | History | Reduced | 42,265 | 436 | 0.0% | 0.01% | 98 | -4,989 | -10.56% | Q3 2026 | Oct 28, 2026 |
| Merit Financial Group, LLC | History | No change | 36,097 | 429 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 40,891 | 419 | 0.08% | 0.12% | 100 | -10,553 | -20.51% | Q3 2026 | Oct 30, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 39,800 | 408 | 0.06% | 0.07% | 101 | +19,900 | 100.0% | Q3 2026 | Oct 15, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 34,122 | 406 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 38,964 | 399 | 0.01% | 0.02% | 103 | -2,310 | -5.6% | Q3 2026 | Oct 26, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 33,214 | 395 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 37,944 | 391 | 0.03% | 0.04% | 105 | +579 | 1.55% | Q3 2026 | Oct 26, 2026 |
| Virtu Financial LLC | History | No change | 31,870 | 379 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 31,714 | 377 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 32,518 | 366 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | No change | 30,334 | 360 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advyzon Investment Management, LLC | History | No change | 30,000 | 357 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 33,327 | 341 | 0.02% | — | 111 | +33,327 | New | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 28,007 | 333 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 27,578 | 328 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 30,673 | 314 | 0.01% | 0.01% | 114 | -4,488 | -12.76% | Q3 2026 | Oct 23, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 30,000 | 309 | 0.22% | 0.27% | 115 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 30,059 | 308 | 0.05% | 0.14% | 116 | -43,499 | -59.14% | Q3 2026 | Oct 13, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | New | 30,000 | 307 | 0.06% | — | 117 | +30,000 | New | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 24,505 | 291 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Old Mission Investment Co LLC | History | No change | 28,266 | 291 | 0.06% | 0.07% | 119 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 28,268 | 290 | 0.0% | 0.0% | 120 | -99,391 | -77.86% | Q3 2026 | Oct 30, 2026 |
| SFMG, LLC | History | No change | 24,310 | 289 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 28,057 | 287 | 0.2% | 0.23% | 122 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 23,889 | 284 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,696 | 281 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 23,414 | 278 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 23,400 | 278 | 0.13% | 0.13% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KIM, LLC | History | No change | 22,921 | 272 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 22,690 | 270 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ceeto Capital Group, LLC | History | No change | 22,389 | 268 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 25,731 | 263 | 0.0% | 0.0% | 130 | +933 | 3.76% | Q3 2026 | Nov 02, 2026 |
| Savvy Advisors, Inc. | History | No change | 21,850 | 260 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | No change | 21,575 | 256 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Formidable Asset Management, LLC | History | Added to | 21,266 | 253 | 0.04% | 0.03% | 133 | +3,828 | 21.95% | Q3 2026 | Nov 03, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 20,933 | 249 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,188 | 240 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,120 | 239 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 22,335 | 229 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Lido Advisors, LLC | History | No change | 21,299 | 218 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 21,191 | 217 | 0.07% | 0.08% | 139 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| M&T BANK CORP | History | No change | 18,012 | 214 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,887 | 210 | 0.0% | 0.0% | 141 | +459 | 2.25% | Q3 2026 | Oct 13, 2026 |
| Leo Wealth, LLC | History | New | 20,456 | 209 | 0.04% | — | 143 | +20,456 | New | Q3 2026 | Oct 26, 2026 |
| Focus Partners Wealth | History | No change | 17,606 | 209 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 20,216 | 207 | 0.08% | 0.1% | 144 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 19,404 | 199 | 0.02% | 0.03% | 145 | -1,378 | -6.63% | Q3 2026 | Oct 22, 2026 |
| Corient Private Wealth LP | History | No change | 16,613 | 197 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 18,539 | 190 | 0.0% | 0.0% | 148 | +6,060 | 48.56% | Q3 2026 | Oct 21, 2026 |
| Cloud Capital Management, LLC | History | No change | 16,002 | 190 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 17,951 | 184 | 0.1% | 0.11% | 150 | +2,103 | 13.27% | Q3 2026 | Oct 22, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,517 | 184 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 17,791 | 182 | 0.02% | 0.02% | 151 | -516 | -2.82% | Q3 2026 | Oct 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,677 | 181 | 0.0% | 0.01% | 152 | +15 | 0.08% | Q3 2026 | Oct 22, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 17,459 | 179 | 0.05% | 0.07% | 153 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Empirical Asset Management, LLC | History | No change | 14,856 | 176 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 16,585 | 170 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Indivisible Partners | History | Added to | 16,403 | 168 | 0.01% | 0.01% | 156 | +113 | 0.69% | Q3 2026 | Oct 26, 2026 |
| Edge Wealth Management LLC | History | New | 16,221 | 166 | 0.02% | — | 157 | +16,221 | New | Q3 2026 | Oct 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 16,109 | 165 | 0.0% | — | 158 | +16,109 | New | Q3 2026 | Nov 02, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 15,284 | 156 | 0.03% | — | 159 | +15,284 | New | Q3 2026 | Nov 03, 2026 |
| OneAscent Financial Services LLC | History | No change | 12,914 | 153 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 12,396 | 147 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Added to | 14,172 | 145 | 0.01% | 0.01% | 162 | +1,622 | 12.92% | Q3 2026 | Oct 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 11,862 | 141 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Element Wealth, LLC | History | No change | 11,693 | 139 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | Added to | 13,275 | 136 | 0.01% | 0.01% | 166 | +509 | 3.99% | Q3 2026 | Nov 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 11,500 | 136 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 13,336 | 136 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| World Investment Advisors | History | No change | 11,500 | 130 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | No change | 12,669 | 129 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| RFG Advisory, LLC | History | Added to | 11,969 | 122 | 0.0% | 0.0% | 170 | +20 | 0.17% | Q3 2026 | Nov 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 10,135 | 120 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,492 | 117 | 0.0% | 0.0% | 172 | +32 | 0.28% | Q3 2026 | Oct 13, 2026 |
| Realta Investment Advisors | History | No change | 11,495 | 117 | 0.03% | 0.04% | 173 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Commerce Advisors, LLC | History | Added to | 11,089 | 113 | 0.05% | 0.07% | 174 | +91 | 0.83% | Q3 2026 | Oct 19, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 10,643 | 109 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Plancorp, LLC | History | No change | 10,000 | 108 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | No change | 7,975 | 94 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 7,128 | 73 | 0.01% | 0.01% | 178 | -1,452 | -16.92% | Q3 2026 | Oct 27, 2026 |
| BOKF, NA | History | No change | 6,471 | 66 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Jacobi Capital Management LLC | History | New | 5,000 | 51 | 0.0% | — | 180 | +5,000 | New | Q3 2026 | Nov 05, 2026 |
| Caldwell Trust Co | History | Reduced | 4,970 | 50 | 0.0% | 0.01% | 181 | -3,275 | -39.72% | Q3 2026 | Oct 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,234 | 38 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 3,110 | 37 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,535 | 36 | 0.01% | 0.02% | 184 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Penserra Capital Management LLC | History | No change | 2,748 | 32 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,669 | 31 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,898 | 29 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| LRI Investments, LLC | History | No change | 2,469 | 29 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,277 | 27 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 2,206 | 26 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Added to | 2,116 | 21 | 0.0% | 0.0% | 192 | +1,777 | 524.19% | Q3 2026 | Nov 05, 2026 |
| WPG Advisers, LLC | History | Added to | 2,103 | 21 | 0.01% | 0.01% | 193 | +80 | 3.95% | Q3 2026 | Oct 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,846 | 21 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,975 | 20 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,871 | 19 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | New | 1,128 | 11 | 0.0% | — | 196 | +1,128 | New | Q3 2026 | Oct 26, 2026 |
| Johnson Financial Group, Inc. | History | No change | 750 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 740 | 8 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Community Financial Services Group, LLC | History | No change | 759 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Capital Analysts, LLC | History | No change | 607 | 7 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 654 | 7 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 664 | 7 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | New | 600 | 6 | 0.0% | — | 203 | +600 | New | Q3 2026 | Oct 28, 2026 |
| PlanVest Financial, Inc | History | No change | 445 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 310 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 226 | 2 | 0.0% | 0.0% | 207 | +3 | 1.35% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 196 | 2 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 124 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 122 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Professional Financial Management, Inc. | History | Closed out | 0 | 0 | — | 1.67% | — | -138,149 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -76,710 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,441 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,019 | -100.0% | Q3 2026 | Oct 19, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,165 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -6,867 | -100.0% | Q3 2026 | Oct 14, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,286 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,661 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,123 | -100.0% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | No change | 88 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bernard Wealth Management Corp. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |