Morgan Stanley Direct Lending Fund - MSDL
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 | 15,723,274 | 237,735 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,581,090 | 39,026 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 2,014,119 | 30,453 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generali Asset Management SPA SGR | History | No change | 1,829,964 | 27,669 | 0.5% | 0.5% | 4 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lunate Capital Ltd | History | No change | 1,103,814 | 16,689 | 8.51% | 8.51% | 5 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,061,802 | 16,054 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 893,188 | 13,505 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Muzinich & Co., Inc. | History | No change | 838,899 | 12,684 | 4.33% | 4.33% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARES MANAGEMENT LLC | History | No change | 775,128 | 11,719 | 0.51% | 0.51% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 748,000 | 11,309 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altshuler Shaham Ltd | History | No change | 650,437 | 9,834 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 631,500 | 9,548 | 3.37% | 3.37% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 616,116 | 9,315 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 539,662 | 8,159 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 515,964 | 7,801 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DG Capital Management, LLC | History | No change | 475,537 | 7,190 | 1.51% | 1.51% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 456,469 | 6,901 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TT Capital Management LLC | History | No change | 343,317 | 5,190 | 4.04% | 4.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 315,801 | 4,774 | 0.14% | 0.14% | 19 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Trexquant Investment LP | History | No change | 296,078 | 4,476 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 262,611 | 3,970 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fosun International Ltd | History | No change | 240,374 | 3,634 | 0.81% | 0.81% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 238,437 | 3,605 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 204,770 | 3,096 | 0.27% | 0.27% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 204,517 | 3,092 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 184,080 | 2,783 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Naviter Wealth, LLC | History | No change | 176,534 | 2,748 | 0.25% | 0.25% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 177,042 | 2,676 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 165,873 | 2,508 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GraniteShares Advisors LLC | History | No change | 164,369 | 2,485 | 1.6% | 1.6% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SFMG, LLC | History | No change | 159,722 | 2,414 | 0.15% | 0.15% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Adams Asset Advisors, LLC | History | No change | 148,696 | 2,248 | 0.25% | 0.25% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 148,087 | 2,239 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 145,746 | 2,203 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 142,595 | 2,156 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Focus Partners Wealth | History | No change | 141,101 | 2,135 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 124,279 | 1,934 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 112,750 | 1,705 | 0.43% | 0.43% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 110,870 | 1,676 | 0.32% | 0.32% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 107,947 | 1,632 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| P.A.W. CAPITAL CORP | History | No change | 102,600 | 1,551 | 1.21% | 1.21% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Callodine Capital Management, LP | History | No change | 100,000 | 1,512 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 96,296 | 1,456 | 0.39% | 0.39% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 95,023 | 1,436 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 92,091 | 1,392 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Activest Wealth Management | History | No change | 88,943 | 1,344 | 0.26% | 0.26% | 46 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LM Advisors LLC | History | No change | 84,112 | 1,310 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 82,946 | 1,254 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 69,269 | 1,047 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 68,882 | 938 | 0.02% | 0.02% | 50 | +1,369 | 2.03% | Q3 2026 | Oct 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 60,609 | 916 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 59,442 | 898 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 52,862 | 799 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 51,910 | 784 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 49,345 | 746 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 48,672 | 735 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 48,337 | 730 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 46,340 | 700 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 41,334 | 624 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 40,856 | 617 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 40,516 | 612 | 0.6% | 0.6% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 40,000 | 604 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 35,119 | 530 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewGen Asset Management Ltd | History | No change | 34,300 | 518 | 0.21% | 0.21% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 33,858 | 511 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiduciary Group, LLC | History | No change | 33,724 | 509 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Texas Yale Capital Corp. | History | No change | 29,955 | 452 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 29,333 | 443 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 29,001 | 438 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 28,198 | 426 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 28,154 | 425 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 27,394 | 414 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 27,425 | 414 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 27,058 | 409 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 25,943 | 399 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 25,821 | 390 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 24,690 | 373 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 24,668 | 372 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24,089 | 364 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 24,000 | 362 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 23,435 | 354 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 22,993 | 347 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 22,410 | 338 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 21,927 | 331 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 21,027 | 318 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 20,283 | 317 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 20,860 | 315 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 20,722 | 313 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 20,303 | 306 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almitas Capital LLC | History | No change | 20,000 | 302 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COWA, LLC | History | No change | 19,720 | 298 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 18,547 | 280 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 18,269 | 276 | 0.21% | 0.21% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 17,928 | 271 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,669 | 267 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 17,646 | 266 | 0.16% | 0.16% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 16,247 | 245 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 15,610 | 236 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 15,525 | 234 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 15,254 | 231 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,100 | 228 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFO4Life Group, LLC | History | No change | 14,964 | 226 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | No change | 14,451 | 218 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,026 | 212 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Commerce Advisors, LLC | History | No change | 13,891 | 210 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DRW Securities, LLC | History | No change | 13,881 | 209 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 13,800 | 208 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 12,987 | 202 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GROUP ONE TRADING LLC | History | No change | 13,300 | 201 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gilbert & Cook, Inc. | History | No change | 12,131 | 183 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Centiva Capital, LP | History | No change | 11,577 | 175 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management LLC | History | No change | 11,205 | 169 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 10,500 | 162 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,550 | 160 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Black Maple Capital Management LP | History | No change | 10,000 | 151 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 10,293 | 149 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 8,048 | 121 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 6,483 | 98 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,618 | 84 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,300 | 80 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,098 | 61 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,555 | 53 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,458 | 52 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,388 | 51 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 3,183 | 48 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES ROAD CAPITAL MANAGEMENT, L.P. | History | No change | 2,000 | 30 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,850 | 27 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 1,713 | 25 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,287 | 19 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,129 | 17 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 1,000 | 15 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 900 | 14 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 920 | 13 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 306 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avion Wealth | History | No change | 300 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 210 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 147 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roxbury Financial LLC | History | No change | 163 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Allied Private Wealth LLC | History | No change | 120 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |