MSC INCOME FUND, INC. - MSIF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARES MANAGEMENT LLC | History | Added to | 588,251 | 7,729 | 0.44% | 0.24% | 1 | +179,858 | 44.04% | Q4 2025 | Feb 13, 2026 |
| North Ground Capital | History | Added to | 501,678 | 6,592 | 3.27% | 2.58% | 2 | +181,898 | 56.88% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 452,229 | 5,942 | 0.0% | 0.0% | 3 | +314,815 | 229.1% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 417,667 | 5,488 | 0.0% | 0.0% | 4 | +108,086 | 34.91% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 354,348 | 4,656 | 0.0% | 0.0% | 5 | +143,245 | 67.86% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 341,549 | 4,487 | 0.01% | — | 6 | +341,549 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 330,919 | 4,348 | 0.0% | 0.0% | 7 | +5,292 | 1.63% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 274,559 | 3,607 | 0.0% | 0.0% | 8 | +117,918 | 75.28% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 272,794 | 3,584 | 0.0% | — | 9 | +272,794 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 209,619 | 2,754 | 0.01% | 0.0% | 10 | +82,706 | 65.17% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 184,400 | 2,423 | 0.0% | — | 11 | +184,400 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 166,675 | 2,190 | 0.0% | 0.0% | 12 | +61,615 | 58.65% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 167,387 | 2,183 | 0.05% | 0.02% | 13 | +78,000 | 87.26% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 148,592 | 1,952 | 0.0% | — | 14 | +148,592 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 134,407 | 1,766 | 0.84% | 0.84% | 15 | -6,413 | -4.55% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Added to | 133,692 | 1,753 | 0.05% | 0.02% | 16 | +78,721 | 143.2% | Q4 2025 | Jan 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 123,565 | 1,624 | 0.07% | 0.03% | 17 | +72,789 | 143.35% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 110,459 | 1,451 | 0.04% | 0.04% | 18 | +120 | 0.11% | Q4 2025 | Jan 23, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 105,713 | 1,389 | 0.03% | 0.01% | 19 | +54,316 | 105.68% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 93,489 | 1,228 | 0.0% | 0.0% | 20 | +35,677 | 61.71% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | New | 91,196 | 1,198 | 0.02% | — | 21 | +91,196 | New | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 91,423 | 1,195 | 0.04% | 0.04% | 22 | +3,998 | 4.57% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 73,937 | 971 | 0.01% | 0.0% | 23 | +33,844 | 84.41% | Q4 2025 | Jan 26, 2026 |
| Rockport Wealth LLC | History | Added to | 72,660 | 954 | 0.19% | 0.14% | 24 | +19,908 | 37.74% | Q4 2025 | Feb 06, 2026 |
| Clayton Partners LLC | History | New | 69,286 | 910 | 0.66% | — | 25 | +69,286 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 66,040 | 867 | 0.01% | — | 26 | +66,040 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 63,869 | 839 | 0.0% | 0.0% | 27 | +29,506 | 85.87% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 57,548 | 756 | 0.01% | 0.0% | 28 | +28,606 | 98.84% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 54,482 | 715 | 0.0% | — | 29 | +54,482 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 53,640 | 705 | 0.0% | 0.0% | 30 | +28,166 | 110.57% | Q4 2025 | Jan 26, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 50,858 | 668 | 0.03% | 0.02% | 31 | +23,868 | 88.43% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 49,583 | 651 | 0.0% | — | 32 | +49,583 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 48,488 | 637 | 0.02% | — | 33 | +48,488 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 45,874 | 602 | 0.01% | 0.01% | 34 | +20,784 | 82.84% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | Added to | 39,287 | 516 | 0.02% | 0.02% | 35 | +5,355 | 15.78% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 38,970 | 512 | 0.01% | 0.01% | 36 | +15,519 | 66.18% | Q4 2025 | Jan 14, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 38,711 | 508 | 0.22% | 0.15% | 37 | +13,555 | 53.88% | Q4 2025 | Feb 11, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 38,435 | 505 | 0.01% | — | 38 | +38,435 | New | Q4 2025 | Feb 12, 2026 |
| BOS Asset Management, LLC | History | Added to | 36,850 | 484 | 0.13% | 0.07% | 39 | +18,439 | 100.15% | Q4 2025 | Jan 09, 2026 |
| Marex Group plc | History | Added to | 36,700 | 482 | 0.0% | 0.0% | 40 | +15,277 | 71.31% | Q4 2025 | Feb 12, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 36,531 | 480 | 0.13% | 0.11% | 41 | +6,373 | 21.13% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 36,323 | 477 | 0.0% | — | 42 | +36,323 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 34,562 | 454 | 0.0% | — | 43 | +34,562 | New | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 34,324 | 451 | 0.0% | 0.0% | 44 | +17,118 | 99.49% | Q4 2025 | Feb 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 33,480 | 439 | 0.06% | — | 45 | +33,480 | New | Q4 2025 | Feb 03, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 32,500 | 427 | 0.01% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jump Financial, LLC | History | New | 32,080 | 421 | 0.01% | — | 47 | +32,080 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 31,026 | 407 | 0.0% | 0.0% | 48 | -2,704 | -8.02% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 30,205 | 396 | 0.01% | 0.0% | 49 | +13,829 | 84.45% | Q4 2025 | Jan 16, 2026 |
| PharVision Advisers, LLC | History | New | 29,601 | 388 | 0.2% | — | 50 | +29,601 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 28,625 | 376 | 0.08% | — | 51 | +28,625 | New | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 27,070 | 355 | 0.01% | 0.0% | 52 | +13,303 | 96.63% | Q4 2025 | Feb 09, 2026 |
| Quadrature Capital Ltd | History | New | 26,580 | 349 | 0.0% | — | 53 | +26,580 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,539 | 348 | 0.0% | 0.0% | 54 | -16,376 | -38.16% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 26,439 | 347 | 0.0% | — | 55 | +26,439 | New | Q4 2025 | Jan 23, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 26,290 | 345 | 0.0% | 0.0% | 56 | +13,490 | 105.39% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,453 | 334 | 0.0% | 0.0% | 57 | +13,526 | 113.41% | Q4 2025 | Jan 20, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 25,157 | 330 | 0.0% | 0.0% | 58 | +13,026 | 107.38% | Q4 2025 | Jan 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,097 | 329 | 0.0% | 0.0% | 59 | +10,133 | 67.72% | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 23,891 | 326 | 0.0% | — | 60 | +23,891 | New | Q4 2025 | Jan 29, 2026 |
| VARCOV Co. | History | New | 24,743 | 325 | 0.13% | — | 61 | +24,743 | New | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 24,042 | 315 | 0.01% | — | 62 | +24,042 | New | Q4 2025 | Feb 10, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 23,443 | 308 | 0.06% | 0.03% | 63 | +11,727 | 100.09% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 23,347 | 306 | 0.0% | 0.0% | 64 | +8,099 | 53.12% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 22,586 | 296 | 0.01% | 0.0% | 65 | +11,510 | 103.92% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,889 | 287 | 0.0% | 0.0% | 66 | +8,014 | 57.76% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 21,532 | 282 | 0.0% | 0.0% | 67 | +6,868 | 46.84% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 21,358 | 280 | 0.02% | 0.01% | 69 | +9,469 | 79.65% | Q4 2025 | Jan 30, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 21,325 | 280 | 0.09% | 0.05% | 68 | +9,198 | 75.85% | Q4 2025 | Jan 28, 2026 |
| Advisors Capital Management, LLC | History | New | 19,886 | 261 | 0.0% | — | 70 | +19,886 | New | Q4 2025 | Jan 29, 2026 |
| Shepherd Financial Partners LLC | History | New | 18,858 | 247 | 0.02% | — | 71 | +18,858 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 18,523 | 243 | 0.0% | — | 72 | +18,523 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 17,596 | 237 | 0.0% | 0.0% | 73 | +4,971 | 39.37% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 17,987 | 236 | 0.03% | — | 74 | +17,987 | New | Q4 2025 | Feb 18, 2026 |
| AVISO WEALTH MANAGEMENT | History | New | 17,072 | 224 | 0.09% | — | 75 | +17,072 | New | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | New | 16,801 | 220 | 0.07% | — | 76 | +16,801 | New | Q4 2025 | Jan 29, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | New | 16,250 | 213 | 0.05% | — | 77 | +16,250 | New | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Added to | 16,241 | 213 | 0.01% | 0.0% | 78 | +13,618 | 519.18% | Q4 2025 | Feb 02, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 15,679 | 206 | 0.03% | — | 79 | +15,679 | New | Q4 2025 | Jan 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 15,296 | 200 | 0.0% | — | 80 | +15,296 | New | Q4 2025 | Feb 10, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 14,825 | 194 | 0.08% | 0.09% | 81 | -1,974 | -11.75% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | New | 14,199 | 186 | 0.01% | — | 82 | +14,199 | New | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | New | 13,959 | 183 | 0.01% | — | 83 | +13,959 | New | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 13,622 | 178 | 0.0% | — | 84 | +13,622 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 12,982 | 171 | 0.01% | — | 85 | +12,982 | New | Q4 2025 | Feb 23, 2026 |
| PFG Investments, LLC | History | New | 12,863 | 169 | 0.01% | — | 86 | +12,863 | New | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | New | 12,547 | 164 | 0.0% | — | 87 | +12,547 | New | Q4 2025 | Jan 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 12,439 | 163 | 0.0% | — | 88 | +12,439 | New | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 12,336 | 163 | 0.02% | — | 89 | +12,336 | New | Q4 2025 | Mar 24, 2026 |
| CoreCap Advisors, LLC | History | New | 12,335 | 162 | 0.01% | — | 90 | +12,335 | New | Q4 2025 | Jan 13, 2026 |
| WealthPlan Investment Management, LLC | History | New | 12,137 | 159 | 0.01% | — | 91 | +12,137 | New | Q4 2025 | Feb 05, 2026 |
| Quantbot Technologies LP | History | New | 12,088 | 158 | 0.01% | — | 92 | +12,088 | New | Q4 2025 | Feb 10, 2026 |
| Carmel Capital Partners, LLC | History | New | 11,863 | 155 | 0.05% | — | 93 | +11,863 | New | Q4 2025 | Jan 29, 2026 |
| Harvest Investment Services, LLC | History | New | 11,658 | 153 | 0.03% | — | 94 | +11,658 | New | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | New | 11,506 | 151 | 0.02% | — | 95 | +11,506 | New | Q4 2025 | Jan 20, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 11,339 | 148 | 0.04% | — | 96 | +11,339 | New | Q4 2025 | Jan 16, 2026 |
| Ignite Planners, LLC | History | New | 10,902 | 144 | 0.02% | — | 97 | +10,902 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | New | 10,862 | 142 | 0.01% | — | 98 | +10,862 | New | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 10,658 | 140 | 0.01% | — | 99 | +10,658 | New | Q4 2025 | Feb 04, 2026 |
| Global Assets Advisory, LLC | History | New | 10,456 | 137 | 0.04% | — | 100 | +10,456 | New | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | New | 10,398 | 136 | 0.0% | — | 101 | +10,398 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,092 | 132 | 0.0% | 0.0% | 102 | -1,757 | -14.83% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 6,328 | 83 | 0.0% | 0.0% | 103 | +1,889 | 42.55% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,265 | 82 | 0.01% | 0.0% | 104 | +3,119 | 99.14% | Q4 2025 | Jan 26, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 5,831 | 76 | 0.03% | 0.01% | 105 | +2,918 | 100.17% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,211 | 55 | 0.01% | 0.0% | 106 | +2,970 | 239.32% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 3,932 | 51 | 0.0% | — | 107 | +3,932 | New | Q4 2025 | Jan 21, 2026 |
| Aquatic Capital Management LLC | History | New | 3,895 | 51 | 0.0% | — | 109 | +3,895 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,938 | 51 | 0.0% | 0.0% | 108 | +3,765 | 2176.3% | Q4 2025 | Feb 06, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,762 | 49 | 0.02% | 0.01% | 110 | +1,853 | 97.07% | Q4 2025 | Jan 21, 2026 |
| TSFG, LLC | History | Added to | 3,294 | 43 | 0.01% | 0.0% | 111 | +1,232 | 59.75% | Q4 2025 | Feb 04, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 2,953 | 38 | 0.0% | 0.0% | 112 | +1,478 | 100.2% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 2,676 | 35 | 0.0% | 0.0% | 113 | +616 | 29.9% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,505 | 32 | 0.0% | 0.0% | 114 | +1,263 | 101.69% | Q4 2025 | Feb 18, 2026 |
| Quarry LP | History | New | 2,010 | 26 | 0.0% | — | 116 | +2,010 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,990 | 26 | 0.0% | — | 115 | +1,990 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,840 | 24 | 0.0% | 0.0% | 117 | +685 | 59.31% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,693 | 22 | 0.0% | 0.0% | 118 | +1,148 | 210.64% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,666 | 21 | 0.0% | — | 120 | +1,666 | New | Q4 2025 | Feb 13, 2026 |
| Aventus Investment Advisors, Inc. | History | New | 1,614 | 21 | 0.02% | — | 121 | +1,614 | New | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,666 | 21 | 0.0% | 0.0% | 119 | +834 | 100.24% | Q4 2025 | Jan 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 1,383 | 18 | 0.01% | 0.01% | 122 | +692 | 100.14% | Q4 2025 | Jan 14, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 1,380 | 18 | 0.0% | 0.0% | 123 | +691 | 100.29% | Q4 2025 | Jan 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1,346 | 17 | 0.0% | 0.01% | 124 | -2,130 | -61.28% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,222 | 16 | 0.0% | — | 125 | +1,222 | New | Q4 2025 | Feb 03, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,219 | 16 | 0.01% | 0.01% | 126 | -117 | -8.76% | Q4 2025 | Feb 18, 2026 |
| Silicon Valley Capital Partners | History | New | 1,157 | 15 | 0.0% | — | 127 | +1,157 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 997 | 13 | 0.0% | 0.0% | 128 | -21,846 | -95.64% | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | New | 1,030 | 13 | 0.0% | — | 129 | +1,030 | New | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | New | 855 | 11 | 0.0% | — | 130 | +855 | New | Q4 2025 | Jan 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 854 | 11 | 0.01% | — | 131 | +854 | New | Q4 2025 | Feb 18, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 716 | 9 | 0.0% | 0.0% | 132 | +358 | 100.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 648 | 8 | 0.0% | — | 134 | +648 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 611 | 8 | 0.0% | — | 133 | +611 | New | Q4 2025 | Feb 02, 2026 |
| Capital Analysts, LLC | History | New | 546 | 7 | 0.0% | — | 135 | +546 | New | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 413 | 5 | 0.0% | 0.0% | 136 | +207 | 100.49% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 374 | 4 | 0.0% | 0.0% | 137 | +187 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 264 | 3 | 0.0% | 0.0% | 139 | -313 | -54.25% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 301 | 3 | 0.0% | — | 138 | +301 | New | Q4 2025 | Jan 23, 2026 |
| Kozak & Associates, Inc. | History | New | 186 | 2 | 0.0% | — | 141 | +186 | New | Q4 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 178 | 2 | 0.0% | — | 140 | +178 | New | Q4 2025 | Feb 06, 2026 |
| IFS Advisors, LLC | History | New | 100 | 1 | 0.0% | — | 142 | +100 | New | Q4 2025 | Jan 09, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 1.97% | — | -1,138,543 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,284 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -32,065 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Almitas Capital LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -30,146 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -19,858 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,387 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 0.03% | — | -18,692 | -100.0% | Q3 2025 | Oct 07, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,494 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,549 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,747 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,262 | -100.0% | Q3 2025 | Nov 13, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,785 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,764 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,156 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -536 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Wealth Watch Advisors, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |