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 | No change | 7,899,423 | 91,633 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 7,094,331 | 82,294 | 3.91% | 3.91% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | No change | 2,414,908 | 28,012 | 0.81% | 0.81% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,362,187 | 27,401 | 0.17% | 0.17% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 2,507,219 | 24,896 | 0.73% | 1.46% | 5 | -1,999,992 | -44.37% | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,818,147 | 21,090 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,679,293 | 19,479 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 1,632,324 | 18,934 | 8.36% | 8.36% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACKAY SHIELDS LLC | History | No change | 1,594,019 | 15,828 | 0.57% | 0.62% | 9 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,356,783 | 15,738 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,194,747 | 13,859 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,056,807 | 12,258 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 908,384 | 10,537 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Advisory, LLC | History | No change | 838,561 | 9,727 | 0.81% | 0.81% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 816,794 | 9,475 | 0.18% | 0.18% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 449,689 | 5,216 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 524,837 | 5,211 | 0.35% | 0.37% | 17 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rareview Capital LLC | History | Added to | 420,440 | 4,174 | 1.97% | 2.49% | 18 | +19,215 | 4.79% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 354,755 | 4,115 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 353,539 | 4,101 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 351,158 | 4,073 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 404,304 | 4,014 | 0.01% | 0.01% | 22 | +17,118 | 4.42% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 336,812 | 3,907 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Congress Park Capital LLC | History | Added to | 385,621 | 3,829 | 1.0% | 0.89% | 24 | +102,500 | 36.2% | Q3 2026 | Oct 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 364,760 | 3,622 | 0.01% | 0.0% | 25 | +97,357 | 36.41% | Q3 2026 | Nov 04, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 269,000 | 3,120 | 1.33% | 1.33% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 257,407 | 2,985 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 256,126 | 2,971 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 242,422 | 2,812 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 223,331 | 2,590 | 1.4% | 1.4% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fiera Capital Corp | History | No change | 220,828 | 2,561 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COHEN & STEERS, INC. | History | No change | 210,024 | 2,436 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 208,789 | 2,422 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westchester Capital Management, LLC | History | No change | 188,139 | 2,182 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 174,894 | 2,028 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 163,260 | 1,893 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 186,009 | 1,847 | 0.0% | 0.0% | 37 | +8,285 | 4.66% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 157,180 | 1,823 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 152,738 | 1,771 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 146,548 | 1,455 | 0.0% | 0.0% | 40 | +46,347 | 46.25% | Q3 2026 | Nov 05, 2026 |
| Intellectus Partners, LLC | History | No change | 121,927 | 1,421 | 0.25% | 0.25% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 118,534 | 1,374 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 129,845 | 1,289 | 0.29% | 0.3% | 43 | +13,926 | 12.01% | Q3 2026 | Nov 04, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 128,959 | 1,280 | 0.6% | 0.71% | 44 | -4,933 | -3.68% | Q3 2026 | Oct 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 128,216 | 1,273 | 0.06% | 0.07% | 45 | -8 | -0.01% | Q3 2026 | Nov 03, 2026 |
| KIM, LLC | History | No change | 109,137 | 1,265 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 99,798 | 1,157 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 95,700 | 1,110 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 95,698 | 1,110 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 109,535 | 1,087 | 0.01% | 0.01% | 50 | +31,485 | 40.34% | Q3 2026 | Oct 16, 2026 |
| Breakwater Capital Group | History | New | 104,494 | 1,037 | 0.12% | — | 51 | +104,494 | New | Q3 2026 | Oct 08, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 82,345 | 955 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 80,894 | 938 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 79,429 | 921 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 91,788 | 911 | 0.15% | 0.36% | 55 | -100,153 | -52.18% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 77,877 | 903 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 86,030 | 882 | 0.02% | 0.02% | 57 | +73 | 0.08% | Q3 2026 | Oct 26, 2026 |
| Abel Hall, LLC | History | Added to | 82,000 | 814 | 0.15% | 0.04% | 59 | +60,000 | 272.73% | Q3 2026 | Oct 19, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 82,000 | 814 | 0.04% | 0.05% | 58 | -1,655 | -1.98% | Q3 2026 | Oct 29, 2026 |
| Nova R Wealth, Inc. | History | No change | 79,784 | 792 | 0.23% | 0.27% | 60 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 79,698 | 791 | 0.01% | 0.02% | 61 | -1,515 | -1.87% | Q3 2026 | Nov 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 67,765 | 786 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Nuveen, LLC | History | No change | 67,786 | 786 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 62,416 | 724 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 68,794 | 683 | 0.07% | 0.08% | 65 | -2,115 | -2.98% | Q3 2026 | Nov 03, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 64,000 | 635 | 0.17% | 0.2% | 66 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 63,021 | 625 | 0.0% | 0.0% | 67 | -2,011 | -3.09% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 51,735 | 600 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 53,680 | 533 | 0.2% | 0.24% | 69 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 43,607 | 505 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Canal Capital Management, LLC | History | No change | 42,837 | 496 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 41,308 | 479 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 40,916 | 474 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callahan Advisors, LLC | History | No change | 40,194 | 466 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 46,579 | 462 | 0.09% | 0.12% | 75 | -1,364 | -2.85% | Q3 2026 | Oct 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 39,547 | 458 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 44,997 | 446 | 0.01% | 0.01% | 77 | -709 | -1.55% | Q3 2026 | Oct 22, 2026 |
| River Street Advisors LLC | History | No change | 44,489 | 441 | 0.14% | 0.15% | 78 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 44,035 | 437 | 0.05% | 0.06% | 79 | -4,803 | -9.83% | Q3 2026 | Oct 13, 2026 |
| Indivisible Partners | History | Added to | 43,969 | 436 | 0.02% | 0.02% | 80 | +9,207 | 26.49% | Q3 2026 | Oct 26, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 35,108 | 407 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | New | 39,200 | 389 | 0.01% | — | 82 | +39,200 | New | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 32,274 | 374 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| &PARTNERS | History | No change | 32,208 | 373 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 30,936 | 358 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 30,689 | 356 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 35,721 | 354 | 0.07% | 0.06% | 87 | +9,758 | 37.58% | Q3 2026 | Oct 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,265 | 351 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 28,203 | 327 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 32,736 | 325 | 0.22% | 0.26% | 90 | -194 | -0.59% | Q3 2026 | Oct 20, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 31,550 | 313 | 0.01% | 0.03% | 91 | -19,803 | -38.56% | Q3 2026 | Oct 26, 2026 |
| NWF Advisory Services Inc. | History | Added to | 31,252 | 310 | 0.03% | 0.01% | 92 | +20,000 | 177.75% | Q3 2026 | Oct 19, 2026 |
| Summit Financial, LLC | History | No change | 25,953 | 301 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,080 | 298 | 0.0% | 0.0% | 94 | +1,132 | 3.91% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 25,656 | 297 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advyzon Investment Management, LLC | History | No change | 24,505 | 284 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 24,130 | 279 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Noble Wealth Management PBC | History | Reduced | 27,927 | 277 | 0.12% | 0.17% | 98 | -3,929 | -12.33% | Q3 2026 | Oct 01, 2026 |
| GatePass Capital, LLC | History | No change | 23,681 | 274 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 27,195 | 270 | 0.0% | 0.0% | 100 | -3,988 | -12.79% | Q3 2026 | Oct 30, 2026 |
| Creative Planning | History | Added to | 27,154 | 269 | 0.0% | 0.0% | 101 | +240 | 0.89% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 26,829 | 267 | 0.0% | — | 102 | +26,829 | New | Q3 2026 | Nov 05, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 26,400 | 262 | 0.05% | 0.06% | 103 | -1,600 | -5.71% | Q3 2026 | Oct 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 26,100 | 259 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,311 | 247 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 24,505 | 244 | 0.17% | 0.21% | 106 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Palogic Value Management, L.P. | History | No change | 20,000 | 232 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 22,384 | 222 | 0.02% | 0.01% | 108 | +5,273 | 30.82% | Q3 2026 | Oct 28, 2026 |
| Merit Financial Group, LLC | History | No change | 19,026 | 220 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 22,028 | 218 | 0.05% | 0.09% | 110 | -14,979 | -40.48% | Q3 2026 | Oct 15, 2026 |
| CHOREO, LLC | History | Reduced | 21,510 | 214 | 0.0% | 0.0% | 111 | -1,857 | -7.95% | Q3 2026 | Oct 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 18,094 | 209 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AmeriServ Wealth Advisors | History | No change | 20,591 | 204 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| OneAscent Financial Services LLC | History | No change | 17,660 | 204 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 17,559 | 203 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 20,386 | 202 | 0.21% | 0.13% | 116 | +8,960 | 78.42% | Q3 2026 | Nov 04, 2026 |
| Tyche Wealth Partners LLC | History | No change | 16,729 | 194 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 16,503 | 191 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | No change | 16,000 | 185 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 18,000 | 178 | 0.01% | 0.0% | 120 | +9,000 | 100.0% | Q3 2026 | Oct 30, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | No change | 17,772 | 176 | 0.17% | 0.18% | 121 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Caldwell Trust Co | History | Reduced | 17,645 | 175 | 0.01% | 0.02% | 122 | -1,872 | -9.59% | Q3 2026 | Oct 30, 2026 |
| Cerity Partners LLC | History | No change | 15,008 | 174 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 14,962 | 173 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 15,713 | 172 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corps Capital Advisors, LLC | History | No change | 17,100 | 169 | 0.13% | 0.16% | 126 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Realta Investment Advisors | History | No change | 16,996 | 168 | 0.05% | 0.06% | 127 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 14,442 | 167 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 16,000 | 158 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Wheelhouse Advisory Group LLC | History | Reduced | 14,912 | 148 | 0.04% | 0.06% | 130 | -2,392 | -13.82% | Q3 2026 | Oct 20, 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 | No change | 12,033 | 139 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 11,905 | 138 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 13,639 | 135 | 0.19% | 0.21% | 134 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,460 | 132 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 11,319 | 131 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 11,192 | 130 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| StoneX Group Inc. | History | New | 12,932 | 128 | 0.0% | — | 138 | +12,932 | New | Q3 2026 | Nov 03, 2026 |
| Plan A Wealth LLC | History | Reduced | 12,791 | 127 | 0.05% | 0.07% | 140 | -1,141 | -8.19% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,006 | 127 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisor OS, LLC | History | New | 12,658 | 125 | 0.01% | — | 141 | +12,658 | New | Q3 2026 | Nov 03, 2026 |
| Sigma Planning Corp | History | Added to | 12,452 | 123 | 0.0% | 0.0% | 142 | +32 | 0.26% | Q3 2026 | Oct 23, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 12,305 | 122 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,325 | 119 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,969 | 118 | 0.0% | 0.0% | 145 | +1,918 | 19.08% | Q3 2026 | Oct 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,955 | 118 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,786 | 117 | 0.0% | 0.0% | 147 | +7,347 | 165.51% | Q3 2026 | Nov 05, 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 | No change | 10,000 | 116 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 10,000 | 116 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,385 | 113 | 0.0% | 0.0% | 151 | -8,126 | -41.65% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 11,331 | 112 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CX Institutional | History | No change | 11,193 | 111 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 11,011 | 109 | 0.01% | 0.01% | 154 | +49 | 0.45% | Q3 2026 | Oct 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 10,974 | 108 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,243 | 107 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,665 | 105 | 0.0% | 0.0% | 157 | -500 | -4.48% | Q3 2026 | Nov 03, 2026 |
| First City Capital Management, Inc. | History | No change | 10,548 | 104 | 0.05% | 0.06% | 158 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,009 | 104 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 10,263 | 101 | 0.0% | 0.0% | 160 | +156 | 1.54% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,504 | 98 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 8,500 | 98 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 8,012 | 92 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PlanVest Financial, Inc | History | No change | 7,927 | 91 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 7,760 | 77 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CoreFirst Bank & Trust | History | No change | 6,599 | 76 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 7,000 | 69 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BOKF, NA | History | No change | 6,534 | 64 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 4,952 | 57 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,601 | 53 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,980 | 39 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,133 | 36 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Penserra Capital Management LLC | History | No change | 2,814 | 32 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,194 | 31 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,103 | 30 | 0.0% | 0.0% | 175 | -457 | -12.84% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,321 | 26 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 2,149 | 24 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| High Note Wealth, LLC | History | Reduced | 2,059 | 20 | 0.0% | 0.0% | 178 | -27 | -1.29% | Q3 2026 | Oct 27, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,811 | 17 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 1,450 | 14 | 0.0% | — | 180 | +1,450 | New | Q3 2026 | Oct 23, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,300 | 13 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,348 | 13 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WPG Advisers, LLC | History | Added to | 1,116 | 11 | 0.01% | 0.01% | 183 | +129 | 13.07% | Q3 2026 | Oct 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,023 | 10 | 0.0% | 0.0% | 186 | -530 | -34.13% | Q3 2026 | Oct 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 1,071 | 10 | 0.0% | 0.0% | 184 | +345 | 47.52% | Q3 2026 | Oct 29, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,100 | 10 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Vanguard National Trust Co | History | No change | 900 | 10 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 1,055 | 10 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SHP Wealth Management | History | No change | 860 | 9 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 932 | 9 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Essential Investment Partners LLC | History | No change | 987 | 9 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 755 | 8 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | No change | 748 | 7 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 524 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | No change | 571 | 5 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| West Branch Capital LLC | History | Reduced | 500 | 4 | 0.0% | 0.0% | 196 | -700 | -58.33% | Q3 2026 | Oct 20, 2026 |
| CNB Bank | History | No change | 332 | 3 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 299 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gould Capital, LLC | History | No change | 308 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 197 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 126 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 127 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Street Group Inc. | History | No change | 106 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plancorp, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,639 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,780 | -100.0% | Q3 2026 | Oct 23, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,931 | -100.0% | Q3 2026 | Oct 26, 2026 |
| VIMA LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,781 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,774 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -724 | -100.0% | Q3 2026 | Oct 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -612 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -448 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -349 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2026 | Oct 16, 2026 |