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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 7,899,423 | 91,633 | 0.0% | 0.0% | 1 | +437,534 | 5.86% | Q2 2026 | Aug 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 7,094,331 | 82,294 | 3.91% | 4.34% | 2 | -805,024 | -10.19% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 4,507,211 | 51,259 | 1.46% | 1.7% | 3 | -189,476 | -4.03% | Q2 2026 | Jul 08, 2026 |
| Karpus Management, Inc. | History | Reduced | 2,414,908 | 28,012 | 0.81% | 0.9% | 4 | -201,986 | -7.72% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,362,187 | 27,401 | 0.17% | 0.18% | 5 | +246,118 | 11.63% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,818,147 | 21,090 | 0.0% | 0.0% | 6 | +102,313 | 5.96% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,679,293 | 19,479 | 0.0% | 0.0% | 7 | +564,869 | 50.69% | Q2 2026 | Aug 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 1,632,324 | 18,934 | 8.36% | 7.71% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACKAY SHIELDS LLC | History | No change | 1,594,019 | 18,490 | 0.62% | 0.64% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,356,783 | 15,738 | 0.0% | 0.0% | 10 | +93,556 | 7.41% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,194,747 | 13,859 | 0.01% | 0.01% | 11 | +30,234 | 2.6% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,056,807 | 12,258 | 0.0% | 0.0% | 12 | -24,713 | -2.29% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 908,384 | 10,537 | 0.0% | 0.0% | 13 | +31,047 | 3.54% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 838,561 | 9,727 | 0.81% | 0.98% | 14 | -104,422 | -11.07% | Q2 2026 | Jul 29, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 816,794 | 9,475 | 0.18% | 0.25% | 15 | -293,892 | -26.46% | Q2 2026 | Aug 12, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 524,837 | 6,088 | 0.37% | 0.42% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 449,689 | 5,216 | 0.01% | 0.01% | 17 | +20,793 | 4.85% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 387,186 | 4,491 | 0.01% | 0.01% | 18 | -5,562 | -1.42% | Q2 2026 | Jul 29, 2026 |
| Rareview Capital LLC | History | Reduced | 401,225 | 4,457 | 2.49% | 2.89% | 19 | -42,492 | -9.58% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 354,755 | 4,115 | 0.0% | 0.0% | 20 | +71,184 | 25.1% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 353,539 | 4,101 | 0.06% | 0.04% | 21 | +113,136 | 47.06% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 351,158 | 4,073 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 336,812 | 3,907 | 0.0% | 0.0% | 23 | +23,251 | 7.42% | Q2 2026 | Aug 12, 2026 |
| Congress Park Capital LLC | History | Reduced | 283,121 | 3,284 | 0.89% | 0.96% | 24 | -2,071 | -0.73% | Q2 2026 | Jul 14, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 269,000 | 3,120 | 1.33% | 1.33% | 25 | -1,000 | -0.37% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 267,403 | 3,101 | 0.0% | 0.0% | 26 | +25,142 | 10.38% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 257,407 | 2,985 | 0.01% | 0.02% | 27 | -268,251 | -51.03% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 256,126 | 2,971 | 0.01% | 0.01% | 28 | +21,891 | 9.35% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 242,422 | 2,812 | 0.0% | 0.0% | 29 | -2,161 | -0.88% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 223,331 | 2,590 | 1.4% | 1.49% | 30 | -12,427 | -5.27% | Q2 2026 | Jul 24, 2026 |
| Fiera Capital Corp | History | Reduced | 220,828 | 2,561 | 0.01% | 0.01% | 31 | -6,622 | -2.91% | Q2 2026 | Aug 07, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 210,024 | 2,436 | 0.0% | 0.0% | 32 | -21,500 | -9.29% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 208,789 | 2,422 | 0.0% | 0.0% | 33 | +18,055 | 9.47% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 191,941 | 2,226 | 0.36% | 0.5% | 34 | -47,655 | -19.89% | Q2 2026 | Jul 09, 2026 |
| Westchester Capital Management, LLC | History | No change | 188,139 | 2,182 | 0.11% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 177,724 | 2,062 | 0.0% | 0.0% | 36 | +55,025 | 44.85% | Q2 2026 | Jul 27, 2026 |
| TORONTO DOMINION BANK | History | Added to | 174,894 | 2,028 | 0.0% | 0.0% | 37 | +290 | 0.17% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 163,260 | 1,893 | 0.0% | 0.0% | 38 | +4,434 | 2.79% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 157,180 | 1,823 | 0.0% | 0.0% | 39 | +20,868 | 15.31% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 152,738 | 1,771 | 0.02% | 0.02% | 40 | +854 | 0.56% | Q2 2026 | Aug 11, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 133,892 | 1,553 | 0.71% | 1.03% | 41 | +3 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 128,224 | 1,487 | 0.07% | 0.08% | 42 | +142 | 0.11% | Q2 2026 | Jul 10, 2026 |
| Intellectus Partners, LLC | History | No change | 121,927 | 1,421 | 0.25% | 0.27% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | Reduced | 118,534 | 1,374 | 0.03% | 0.03% | 44 | -2,291 | -1.9% | Q2 2026 | Aug 07, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 115,919 | 1,345 | 0.3% | 0.29% | 45 | +14,541 | 14.34% | Q2 2026 | Aug 11, 2026 |
| KIM, LLC | History | Added to | 109,137 | 1,265 | 0.13% | 0.12% | 46 | +560 | 0.52% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 100,201 | 1,162 | 0.0% | 0.0% | 47 | -21,422 | -17.61% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 99,798 | 1,157 | 0.0% | 0.0% | 48 | +14,560 | 17.08% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 95,698 | 1,110 | 0.01% | 0.02% | 50 | -54,336 | -36.22% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 95,700 | 1,110 | 0.02% | 0.02% | 49 | +9,523 | 11.05% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 83,655 | 970 | 0.05% | 0.06% | 51 | -1,158 | -1.37% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 85,957 | 967 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 82,345 | 955 | 0.01% | 0.01% | 53 | -636 | -0.77% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 81,213 | 942 | 0.02% | 0.02% | 54 | +14,298 | 21.37% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 80,894 | 938 | 0.01% | 0.01% | 55 | +7,268 | 9.87% | Q2 2026 | Jul 24, 2026 |
| Nova R Wealth, Inc. | History | No change | 79,784 | 925 | 0.27% | 0.28% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 79,429 | 921 | 0.0% | 0.0% | 57 | +7,407 | 10.28% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 78,050 | 905 | 0.01% | 0.01% | 58 | +8,033 | 11.47% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | New | 77,877 | 903 | 0.0% | — | 59 | +77,877 | New | Q2 2026 | Aug 05, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 70,909 | 822 | 0.08% | 0.09% | 60 | -2,402 | -3.28% | Q2 2026 | Jul 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 67,765 | 786 | 0.0% | 0.0% | 61 | +18,715 | 38.15% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | No change | 67,786 | 786 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 65,032 | 754 | 0.0% | 0.0% | 63 | +7,708 | 13.45% | Q2 2026 | Jul 28, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 64,000 | 742 | 0.2% | 0.22% | 64 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Reduced | 62,416 | 724 | 0.0% | 0.0% | 65 | -690 | -1.09% | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 53,680 | 622 | 0.24% | 0.26% | 66 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 51,735 | 600 | 0.0% | 0.0% | 67 | -458 | -0.88% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 51,353 | 595 | 0.03% | 0.02% | 68 | +15,744 | 44.21% | Q2 2026 | Jul 29, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 48,838 | 566 | 0.06% | 0.08% | 69 | -1,544 | -3.06% | Q2 2026 | Aug 04, 2026 |
| PW Nova Financial Services LLC | History | Added to | 47,943 | 556 | 0.12% | 0.11% | 70 | +8,480 | 21.49% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisors, LLC | History | No change | 45,706 | 530 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| River Street Advisors LLC | History | No change | 44,489 | 516 | 0.15% | 0.16% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 43,607 | 505 | 0.02% | 0.0% | 73 | +41,405 | 1880.34% | Q2 2026 | Aug 06, 2026 |
| Canal Capital Management, LLC | History | Added to | 42,837 | 496 | 0.06% | 0.06% | 74 | +4,200 | 10.87% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 41,308 | 479 | 0.0% | 0.0% | 75 | -9,421 | -18.57% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,916 | 474 | 0.0% | 0.0% | 76 | +4,914 | 13.65% | Q2 2026 | Aug 13, 2026 |
| Callahan Advisors, LLC | History | No change | 40,194 | 466 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 39,547 | 458 | 0.0% | 0.0% | 78 | +8,592 | 27.76% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 39,639 | 435 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 37,007 | 429 | 0.09% | 0.1% | 80 | -500 | -1.33% | Q2 2026 | Aug 11, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 35,108 | 407 | 0.01% | — | 81 | +35,108 | New | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Reduced | 34,762 | 403 | 0.02% | 0.04% | 82 | -1,733 | -4.75% | Q2 2026 | Aug 04, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 32,930 | 381 | 0.26% | 0.17% | 83 | +3,019 | 10.09% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Added to | 32,208 | 373 | 0.0% | 0.0% | 84 | +103 | 0.32% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | No change | 31,856 | 369 | 0.17% | 0.18% | 85 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,183 | 361 | 0.0% | 0.0% | 86 | +1,056 | 3.51% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | No change | 30,936 | 358 | 0.0% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 30,689 | 356 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,265 | 351 | 0.0% | 0.0% | 89 | +953 | 3.25% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,948 | 335 | 0.0% | 0.0% | 90 | +6,858 | 31.05% | Q2 2026 | Jul 17, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 28,203 | 327 | 0.02% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 28,000 | 324 | 0.06% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Added to | 26,914 | 312 | 0.0% | 0.0% | 93 | +8,551 | 46.57% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 26,100 | 302 | 0.01% | 0.0% | 94 | +6,994 | 36.61% | Q2 2026 | Jul 29, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 25,963 | 301 | 0.06% | 0.16% | 95 | -46,292 | -64.07% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | Added to | 25,953 | 301 | 0.0% | 0.0% | 96 | +621 | 2.45% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 25,656 | 297 | 0.0% | 0.0% | 97 | -1,762 | -6.43% | Q2 2026 | Jul 27, 2026 |
| Stirlingshire Investments, Inc. | History | New | 24,505 | 285 | 0.21% | — | 98 | +24,505 | New | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | New | 24,505 | 284 | 0.02% | — | 99 | +24,505 | New | Q2 2026 | Aug 14, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 24,130 | 279 | 0.09% | 0.1% | 100 | +56 | 0.23% | Q2 2026 | Aug 03, 2026 |
| GatePass Capital, LLC | History | No change | 23,681 | 274 | 0.1% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHOREO, LLC | History | Reduced | 23,367 | 272 | 0.0% | 0.0% | 102 | -3,389 | -12.67% | Q2 2026 | Aug 04, 2026 |
| Abel Hall, LLC | History | New | 22,000 | 255 | 0.04% | — | 103 | +22,000 | New | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,311 | 247 | 0.0% | — | 104 | +21,311 | New | Q2 2026 | Sep 02, 2026 |
| AmeriServ Wealth Advisors | History | No change | 20,591 | 238 | 0.16% | 0.14% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Palogic Value Management, L.P. | History | Added to | 20,000 | 232 | 0.08% | 0.05% | 106 | +10,000 | 100.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,511 | 226 | 0.0% | 0.0% | 107 | +1,824 | 10.31% | Q2 2026 | Aug 03, 2026 |
| Caldwell Trust Co | History | No change | 19,517 | 226 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,026 | 220 | 0.0% | 0.0% | 109 | +2,919 | 18.12% | Q2 2026 | Jul 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 18,094 | 209 | 0.01% | 0.01% | 110 | -8,417 | -31.75% | Q2 2026 | Aug 13, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | No change | 17,772 | 206 | 0.18% | 0.2% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 17,660 | 204 | 0.01% | 0.01% | 112 | -31 | -0.18% | Q2 2026 | Aug 11, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 17,559 | 203 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wheelhouse Advisory Group LLC | History | Reduced | 17,304 | 200 | 0.06% | 0.07% | 114 | -1,625 | -8.58% | Q2 2026 | Jul 23, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 17,111 | 198 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corps Capital Advisors, LLC | History | No change | 17,100 | 198 | 0.16% | 0.16% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Realta Investment Advisors | History | Added to | 16,996 | 197 | 0.06% | 0.06% | 117 | +100 | 0.59% | Q2 2026 | Jul 20, 2026 |
| Tyche Wealth Partners LLC | History | No change | 16,729 | 194 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,503 | 191 | 0.0% | 0.0% | 119 | +704 | 4.46% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 16,000 | 185 | 0.0% | 0.0% | 121 | +1,000 | 6.67% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 16,000 | 185 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | New | 15,780 | 183 | 0.01% | — | 122 | +15,780 | New | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | Reduced | 15,008 | 174 | 0.0% | 0.0% | 123 | -615 | -3.94% | Q2 2026 | Aug 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 14,962 | 173 | 0.01% | 0.01% | 124 | +83 | 0.56% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | Reduced | 15,713 | 172 | 0.0% | 0.0% | 125 | -24 | -0.15% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 14,442 | 167 | 0.0% | — | 126 | +14,442 | New | Q2 2026 | Aug 14, 2026 |
| Plan A Wealth LLC | History | No change | 13,932 | 161 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 13,639 | 158 | 0.21% | 0.23% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sigma Planning Corp | History | Added to | 12,420 | 144 | 0.0% | 0.0% | 129 | +20 | 0.16% | Q2 2026 | Aug 07, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 12,305 | 142 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SFMG, LLC | History | No change | 12,159 | 141 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,033 | 139 | 0.0% | 0.0% | 132 | -4,113 | -25.47% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | New | 11,905 | 138 | 0.0% | — | 134 | +11,905 | New | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,955 | 138 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,460 | 132 | 0.0% | 0.0% | 135 | -19,913 | -63.47% | Q2 2026 | Aug 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 11,426 | 132 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | New | 11,319 | 131 | 0.0% | — | 138 | +11,319 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 11,331 | 131 | 0.01% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NWF Advisory Services Inc. | History | New | 11,252 | 130 | 0.01% | — | 141 | +11,252 | New | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 11,192 | 130 | 0.01% | 0.01% | 139 | -874 | -7.24% | Q2 2026 | Aug 17, 2026 |
| CX Institutional | History | No change | 11,193 | 130 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| RFG Advisory, LLC | History | New | 11,165 | 129 | 0.0% | — | 142 | +11,165 | New | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,006 | 127 | 0.0% | 0.0% | 143 | -1,481 | -11.86% | Q2 2026 | Aug 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 10,974 | 127 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 10,962 | 122 | 0.01% | 0.01% | 145 | +94 | 0.86% | Q2 2026 | Aug 03, 2026 |
| First City Capital Management, Inc. | History | No change | 10,548 | 122 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,325 | 119 | 0.0% | 0.01% | 147 | -2,052 | -16.58% | Q2 2026 | Aug 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 10,107 | 117 | 0.0% | — | 149 | +10,107 | New | Q2 2026 | Jul 24, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 10,117 | 117 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 10,000 | 116 | 0.0% | 0.0% | 151 | -7,807 | -43.84% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,051 | 116 | 0.0% | 0.0% | 150 | -17 | -0.17% | Q2 2026 | Jul 15, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 10,000 | 116 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 10,160 | 111 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,243 | 107 | 0.0% | 0.0% | 154 | +1 | 0.01% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 9,009 | 104 | 0.0% | — | 156 | +9,009 | New | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 9,000 | 104 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,504 | 98 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 8,012 | 92 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PlanVest Financial, Inc | History | No change | 7,927 | 91 | 0.06% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 7,760 | 90 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 7,000 | 81 | 0.05% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreFirst Bank & Trust | History | No change | 6,599 | 76 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOKF, NA | History | No change | 6,534 | 75 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 4,952 | 57 | 0.0% | 0.0% | 165 | -494 | -9.07% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 5,245 | 57 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,601 | 53 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,439 | 51 | 0.0% | 0.0% | 167 | -478 | -9.72% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,980 | 46 | 0.01% | 0.02% | 168 | -2,855 | -41.77% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,560 | 41 | 0.0% | 0.0% | 169 | +355 | 11.08% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,194 | 37 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,133 | 36 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST HORIZON CORP | History | No change | 2,931 | 34 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VIMA LLC | History | New | 2,781 | 32 | 0.03% | — | 174 | +2,781 | New | Q2 2026 | Jul 24, 2026 |
| Penserra Capital Management LLC | History | Added to | 2,814 | 32 | 0.0% | 0.0% | 173 | +1,876 | 200.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,321 | 26 | 0.0% | 0.0% | 175 | +1,255 | 117.73% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | New | 2,149 | 24 | 0.02% | — | 177 | +2,149 | New | Q2 2026 | Jul 09, 2026 |
| High Note Wealth, LLC | History | Reduced | 2,086 | 24 | 0.0% | 0.0% | 176 | -95 | -4.36% | Q2 2026 | Jul 23, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,811 | 21 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Davis Capital Management | History | No change | 1,774 | 20 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,553 | 18 | 0.0% | 0.0% | 180 | +1,333 | 605.91% | Q2 2026 | Jul 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,300 | 15 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,348 | 15 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| West Branch Capital LLC | History | No change | 1,200 | 13 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,100 | 12 | 0.0% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bare Financial Services, Inc | History | No change | 1,055 | 12 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WPG Advisers, LLC | History | Added to | 987 | 11 | 0.01% | 0.01% | 186 | +100 | 11.27% | Q2 2026 | Aug 05, 2026 |
| Essential Investment Partners LLC | History | No change | 987 | 11 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vanguard National Trust Co | History | No change | 900 | 10 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 932 | 10 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SHP Wealth Management | History | Added to | 860 | 9 | 0.0% | 0.0% | 190 | +9 | 1.06% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 755 | 8 | 0.0% | 0.0% | 194 | +8 | 1.07% | Q2 2026 | Jul 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 726 | 8 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mascoma Wealth Management LLC | History | No change | 724 | 8 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 748 | 8 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 612 | 7 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 524 | 6 | 0.0% | 0.0% | 197 | -701 | -57.22% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | No change | 571 | 6 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| TSFG, LLC | History | No change | 448 | 5 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 349 | 4 | 0.0% | 0.0% | 199 | +103 | 41.87% | Q2 2026 | Jul 16, 2026 |
| CNB Bank | History | No change | 332 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 299 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gould Capital, LLC | History | No change | 308 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Institute for Wealth Management, LLC. | History | New | 197 | 2 | 0.0% | — | 203 | +197 | New | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | New | 127 | 1 | 0.0% | — | 205 | +127 | New | Q2 2026 | Aug 10, 2026 |
| Clear Street Group Inc. | History | New | 106 | 1 | 0.0% | — | 206 | +106 | New | Q2 2026 | Aug 12, 2026 |
| Signature Resources Capital Management, LLC | History | New | 106 | 1 | 0.0% | — | 207 | +106 | New | Q2 2026 | Jul 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 126 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -59,908 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -45,476 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -42,824 | -100.0% | Q2 2026 | Jul 31, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,327 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -28,827 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,853 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,524 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,856 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -12,744 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,149 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Westview Management dba Westview Investment Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -10,700 | -100.0% | Q2 2026 | Jul 31, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,217 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,190 | -100.0% | Q2 2026 | Aug 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,743 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -7,132 | -100.0% | Q2 2026 | Jul 24, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,144 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -979 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q2 2026 | Jul 24, 2026 |