BLACKROCK MUNIYIELD QUALITY FUND, INC. - MQY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Congress Park Capital LLC | History | New | 285,192 | 3,131 | 0.96% | — | 1 | +285,192 | New | Q1 2026 | Apr 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 239,596 | 2,630 | 0.5% | 0.27% | 2 | +114,299 | 91.22% | Q1 2026 | Apr 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 235,758 | 2,588 | 1.49% | 1.25% | 3 | +43,026 | 22.32% | Q1 2026 | Apr 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 128,082 | 1,406 | 0.08% | 0.08% | 4 | +42 | 0.03% | Q1 2026 | Apr 20, 2026 |
| Intellectus Partners, LLC | History | New | 121,927 | 1,345 | 0.27% | — | 5 | +121,927 | New | Q1 2026 | Apr 10, 2026 |
| Nova R Wealth, Inc. | History | New | 79,784 | 876 | 0.28% | — | 6 | +79,784 | New | Q1 2026 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 70,017 | 768 | 0.01% | 0.0% | 7 | +54,301 | 345.51% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 59,908 | 657 | 0.01% | 0.0% | 8 | +49,492 | 475.15% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 45,706 | 501 | 0.01% | 0.0% | 9 | +34,091 | 293.51% | Q1 2026 | Apr 17, 2026 |
| River Street Advisors LLC | History | New | 44,489 | 488 | 0.16% | — | 10 | +44,489 | New | Q1 2026 | Apr 21, 2026 |
| Plancorp, LLC | History | New | 39,639 | 438 | 0.01% | — | 11 | +39,639 | New | Q1 2026 | Apr 14, 2026 |
| PW Nova Financial Services LLC | History | New | 39,463 | 433 | 0.11% | — | 12 | +39,463 | New | Q1 2026 | Apr 15, 2026 |
| Noble Wealth Management PBC | History | New | 31,856 | 349 | 0.18% | — | 13 | +31,856 | New | Q1 2026 | Apr 02, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 28,000 | 307 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 22,090 | 244 | 0.0% | — | 15 | +22,090 | New | Q1 2026 | Apr 07, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 17,772 | 195 | 0.2% | — | 16 | +17,772 | New | Q1 2026 | Apr 21, 2026 |
| OneAscent Financial Services LLC | History | New | 17,691 | 194 | 0.01% | — | 17 | +17,691 | New | Q1 2026 | Apr 21, 2026 |
| Realta Investment Advisors | History | New | 16,896 | 185 | 0.06% | — | 18 | +16,896 | New | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | New | 16,107 | 176 | 0.0% | — | 19 | +16,107 | New | Q1 2026 | Apr 15, 2026 |
| COURIER CAPITAL LLC | History | No change | 16,000 | 175 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Heritage Wealth Management, Inc. | History | New | 12,744 | 139 | 0.07% | — | 21 | +12,744 | New | Q1 2026 | Apr 20, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 12,305 | 135 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 11,331 | 124 | 0.02% | — | 23 | +11,331 | New | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | No change | 11,193 | 123 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 10,974 | 120 | 0.01% | — | 25 | +10,974 | New | Q1 2026 | Apr 22, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 10,868 | 119 | 0.01% | — | 26 | +10,868 | New | Q1 2026 | Apr 13, 2026 |
| First City Capital Management, Inc. | History | No change | 10,548 | 115 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 10,160 | 111 | 0.0% | — | 29 | +10,160 | New | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,068 | 111 | 0.0% | — | 28 | +10,068 | New | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | No change | 9,000 | 98 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,194 | 35 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Davis Capital Management | History | New | 1,774 | 19 | 0.01% | — | 32 | +1,774 | New | Q1 2026 | Apr 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 1,348 | 14 | 0.0% | — | 34 | +1,348 | New | Q1 2026 | Apr 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,300 | 14 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| West Branch Capital LLC | History | No change | 1,200 | 13 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,100 | 12 | 0.01% | — | 36 | +1,100 | New | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | New | 612 | 6 | 0.0% | — | 38 | +612 | New | Q1 2026 | Apr 17, 2026 |
| EASTERN BANK | History | New | 571 | 6 | 0.0% | — | 37 | +571 | New | Q1 2026 | Apr 07, 2026 |
| Creative Capital Management Investments LLC | History | New | 385 | 4 | 0.0% | — | 39 | +385 | New | Q1 2026 | Apr 21, 2026 |
| Decker Retirement Planning Inc. | History | New | 246 | 2 | 0.0% | — | 41 | +246 | New | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | New | 220 | 2 | 0.0% | — | 40 | +220 | New | Q1 2026 | Apr 07, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -4,362,677 | -100.0% | Q4 2025 | Feb 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -2,439,445 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,557,152 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.56% | — | -1,428,403 | -100.0% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Advisory, LLC | History | Closed out | 0 | 0 | — | 1.13% | — | -1,049,409 | -100.0% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -930,683 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -842,244 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Karpus Management, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -683,812 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 2.62% | — | -568,312 | -100.0% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -544,362 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -535,352 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -414,855 | -100.0% | Q4 2025 | Feb 11, 2026 |
| MACKAY SHIELDS LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -357,837 | -100.0% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -291,557 | -100.0% | Q4 2025 | Feb 18, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -271,000 | -100.0% | Q4 2025 | Jan 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -238,968 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -235,591 | -100.0% | Q4 2025 | Mar 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208,750 | -100.0% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -167,115 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -153,686 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143,532 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Westchester Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -130,274 | -100.0% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -128,548 | -100.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119,512 | -100.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111,343 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.33% | — | -98,527 | -100.0% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -97,661 | -100.0% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95,713 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -88,717 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -88,625 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.27% | — | -88,236 | -100.0% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74,223 | -100.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68,076 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -67,887 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -64,927 | -100.0% | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -63,577 | -100.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,984 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -58,233 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -53,948 | -100.0% | Q4 2025 | Jan 20, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -53,424 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -52,217 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,735 | -100.0% | Q4 2025 | Mar 25, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -46,101 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,334 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,449 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -36,646 | -100.0% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,624 | -100.0% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,234 | -100.0% | Q4 2025 | Feb 13, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -35,385 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,387 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,242 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,215 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -31,618 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -25,384 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -23,941 | -100.0% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -23,841 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, INC/SD | History | Closed out | 0 | 0 | — | 0.04% | — | -23,685 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,762 | -100.0% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,351 | -100.0% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -22,321 | -100.0% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,250 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -20,484 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -19,517 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Canal Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,990 | -100.0% | Q4 2025 | Jan 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,334 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,111 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Corps Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -17,100 | -100.0% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,000 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Tyche Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,729 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Ackerman Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,599 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -15,100 | -100.0% | Q4 2025 | Jan 13, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,914 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Stronghold Wealth Management L.L.C. | History | Closed out | 0 | 0 | — | 0.23% | — | -13,639 | -100.0% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -13,512 | -100.0% | Q4 2025 | Mar 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,864 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,401 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,343 | -100.0% | Q4 2025 | Jan 07, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,955 | -100.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -11,838 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,223 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,913 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Westview Management dba Westview Investment Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -10,700 | -100.0% | Q4 2025 | Jan 09, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,459 | -100.0% | Q4 2025 | Mar 09, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,393 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,284 | -100.0% | Q4 2025 | Jan 20, 2026 |
| ALESCO ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,117 | -100.0% | Q4 2025 | Jan 28, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.01% | — | -10,016 | -100.0% | Q4 2025 | Jan 12, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Palogic Value Management, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,000 | -100.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,131 | -100.0% | Q4 2025 | Feb 26, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,000 | -100.0% | Q4 2025 | Feb 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -6,730 | -100.0% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -6,534 | -100.0% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,400 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,069 | -100.0% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,088 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,459 | -100.0% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,421 | -100.0% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,932 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,862 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,827 | -100.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,707 | -100.0% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,122 | -100.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,230 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,055 | -100.0% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -843 | -100.0% | Q4 2025 | Mar 04, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -748 | -100.0% | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -448 | -100.0% | Q4 2025 | Feb 04, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -343 | -100.0% | Q4 2025 | Jan 28, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q4 2025 | Jan 20, 2026 |