MSC INCOME FUND, INC. - MSIF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SANDERS MORRIS HARRIS LLC | History | No change | 2,263,426 | 26,187 | 15.19% | 15.19% | 1 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ARES MANAGEMENT LLC | History | No change | 1,267,910 | 14,669 | 0.64% | 0.64% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,006,541 | 11,645 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 915,670 | 10,594 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 783,888 | 9,069 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 779,528 | 9,019 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Ground Capital | History | No change | 537,600 | 6,220 | 7.46% | 7.46% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 444,595 | 5,143 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 318,804 | 3,688 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 274,435 | 3,175 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 258,741 | 2,993 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 223,256 | 2,583 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 211,898 | 2,451 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 210,296 | 2,433 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FJ Capital Management LLC | History | No change | 206,254 | 2,386 | 0.31% | 0.31% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 202,156 | 2,338 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clayton Partners LLC | History | No change | 200,000 | 2,314 | 1.52% | 1.52% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 182,577 | 2,112 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 174,876 | 2,023 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpine Global Management, LLC | History | No change | 152,492 | 1,764 | 0.29% | 0.29% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 142,933 | 1,653 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 134,600 | 1,557 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 130,000 | 1,504 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 114,945 | 1,329 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 114,250 | 1,321 | 0.45% | 0.45% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atom Investors LP | History | No change | 112,619 | 1,303 | 0.12% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 106,794 | 1,235 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 106,159 | 1,218 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 106,159 | 1,218 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockport Wealth LLC | History | No change | 97,151 | 1,124 | 0.19% | 0.19% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 95,647 | 1,106 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 90,722 | 1,049 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 90,038 | 1,041 | 0.16% | 0.16% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 89,913 | 1,040 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 81,941 | 948 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magnetar Financial LLC | History | No change | 81,253 | 940 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 77,877 | 901 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 75,281 | 871 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 71,950 | 832 | 0.34% | 0.34% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 68,599 | 793 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 57,511 | 665 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 57,101 | 660 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 56,664 | 655 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 55,294 | 650 | 0.01% | 0.01% | 44 | +872 | 1.6% | Q3 2026 | Oct 01, 2026 |
| BOS Asset Management, LLC | History | No change | 55,290 | 639 | 0.15% | 0.15% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 53,836 | 623 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 49,405 | 571 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 47,950 | 554 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | History | No change | 47,824 | 553 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 46,402 | 536 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 46,174 | 534 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 42,946 | 496 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Beacon Financial Advisory LLC | History | No change | 41,917 | 484 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brevan Howard Capital Management LP | History | No change | 41,700 | 482 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 40,773 | 471 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 40,381 | 467 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 39,937 | 462 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 38,435 | 444 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 36,460 | 421 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 34,450 | 398 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 34,048 | 393 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VARCOV Co. | History | No change | 33,753 | 390 | 0.15% | 0.15% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 33,217 | 384 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Alpha, LLC | History | No change | 31,992 | 370 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 31,801 | 367 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 31,648 | 366 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 31,281 | 363 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | No change | 31,357 | 362 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 29,849 | 345 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 28,496 | 329 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 28,320 | 327 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 28,182 | 326 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shepherd Financial Partners LLC | History | No change | 28,187 | 326 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 27,403 | 317 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 26,699 | 308 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 26,345 | 304 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | No change | 25,196 | 291 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 24,973 | 288 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Intrua Financial, LLC | History | No change | 24,047 | 278 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fisher Asset Management, LLC | History | No change | 23,632 | 273 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 20,939 | 242 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Assets Advisory, LLC | History | No change | 20,437 | 242 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Harvest Investment Services, LLC | History | No change | 19,570 | 226 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 18,424 | 213 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 18,315 | 212 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,468 | 202 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 17,121 | 198 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,866 | 195 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 16,479 | 190 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 16,185 | 187 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,885 | 186 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 15,888 | 183 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 15,679 | 181 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 15,412 | 178 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tactive Advisors, LLC | History | No change | 15,240 | 176 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BostonPremier Wealth LLC | History | No change | 15,033 | 173 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 14,073 | 171 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PFG Investments, LLC | History | No change | 14,846 | 171 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| True Freedom Investing, LLC | History | No change | 14,073 | 171 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,689 | 170 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 14,746 | 170 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 14,626 | 169 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carmel Capital Partners, LLC | History | No change | 14,452 | 167 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 14,302 | 165 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pure Financial Advisors, LLC | History | No change | 14,240 | 164 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 13,772 | 159 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 13,286 | 153 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,151 | 152 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 12,999 | 150 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 12,960 | 149 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bison Wealth, LLC | History | No change | 12,399 | 144 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 12,034 | 139 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 11,869 | 137 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11,797 | 136 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 11,797 | 136 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 11,427 | 135 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,432 | 134 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,547 | 133 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 11,408 | 131 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,362 | 131 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Independent Wealth Network Inc. | History | No change | 11,286 | 130 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MQS Management LLC | History | No change | 11,080 | 128 | 0.16% | 0.16% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,870 | 125 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 10,771 | 124 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,620 | 122 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Reduced | 10,247 | 121 | 0.0% | 0.0% | 126 | -80 | -0.77% | Q3 2026 | Oct 02, 2026 |
| NOMURA HOLDINGS INC | History | No change | 10,000 | 115 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,002 | 105 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Financial Planning Group LLC | History | No change | 8,363 | 96 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,887 | 91 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,976 | 69 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,000 | 69 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Raleigh Capital Management Inc. | History | No change | 5,843 | 67 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 4,432 | 51 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,349 | 50 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,638 | 42 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 3,250 | 37 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 3,139 | 36 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 2,955 | 34 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 2,893 | 33 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,654 | 30 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 2,589 | 29 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 2,485 | 28 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,500 | 28 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Investment Partners LLC | History | No change | 2,183 | 25 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 2,088 | 24 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,076 | 24 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NFSG Corp | History | No change | 2,072 | 23 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,824 | 21 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,428 | 16 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,296 | 14 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,260 | 14 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,201 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silicon Valley Capital Partners | History | No change | 1,209 | 13 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,075 | 12 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 834 | 9 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trust Co | History | No change | 856 | 9 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 621 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 603 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 538 | 6 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 280 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| IFS Advisors, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -3,643 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allied Private Wealth LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |