BLACKROCK MUNIYIELD QUALITY FUND III, INC. - MYI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | History | Added to | 5,676,653 | 59,661 | 1.86% | 0.13% | 1 | +5,300,945 | 1410.92% | Q1 2026 | May 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 5,254,333 | 55,223 | 2.76% | 0.9% | 2 | +3,502,884 | 200.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,236,771 | 44,528 | 0.0% | 0.0% | 3 | +1,197,554 | 39.4% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 2,700,296 | 28,380 | 0.58% | 0.04% | 4 | +2,495,608 | 1219.23% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,250,388 | 23,651 | 0.18% | 0.11% | 5 | +814,952 | 56.77% | Q1 2026 | May 15, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 1,619,778 | 17,493 | 7.32% | 2.33% | 6 | +1,095,393 | 208.89% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,597,837 | 16,793 | 0.01% | 0.0% | 7 | +723,362 | 82.72% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,173,240 | 12,330 | 0.0% | 0.0% | 8 | +516,460 | 78.64% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,081,095 | 11,362 | 0.01% | 0.01% | 9 | +83,566 | 8.38% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 981,253 | 10,312 | 0.17% | 0.09% | 10 | +468,327 | 91.3% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 948,572 | 9,969 | 0.01% | 0.0% | 11 | +444,526 | 88.19% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 895,285 | 9,409 | 0.04% | 0.0% | 12 | +879,585 | 5602.45% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 858,796 | 9,025 | 0.0% | 0.0% | 13 | +221,143 | 34.68% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 621,378 | 6,530 | 0.0% | 0.0% | 14 | +226,205 | 57.24% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 537,780 | 5,652 | 0.01% | 0.0% | 15 | +402,688 | 298.08% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 537,247 | 5,646 | 0.0% | 0.0% | 16 | +374,229 | 229.56% | Q1 2026 | May 06, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 527,505 | 5,544 | 0.4% | 0.32% | 17 | +136,462 | 34.9% | Q1 2026 | May 15, 2026 |
| MACKAY SHIELDS LLC | History | New | 526,256 | 5,530 | 0.2% | — | 18 | +526,256 | New | Q1 2026 | Apr 24, 2026 |
| Allianz Asset Management GmbH | History | No change | 490,934 | 5,159 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rareview Capital LLC | History | Added to | 461,043 | 4,836 | 2.84% | 2.57% | 20 | +83,565 | 22.14% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 449,596 | 4,725 | 0.01% | 0.0% | 21 | +200,303 | 80.35% | Q1 2026 | May 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 419,230 | 4,406 | 2.53% | 1.48% | 22 | +182,880 | 77.38% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 401,136 | 4,215 | 0.06% | 0.04% | 23 | +176,878 | 78.87% | Q1 2026 | Apr 17, 2026 |
| COHEN & STEERS, INC. | History | Added to | 392,152 | 4,122 | 0.01% | 0.0% | 24 | +225,395 | 135.16% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 349,623 | 3,675 | 0.0% | 0.0% | 25 | +129,414 | 58.77% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 340,602 | 3,579 | 0.0% | 0.0% | 26 | +164,266 | 93.16% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | New | 274,876 | 2,888 | 0.21% | — | 27 | +274,876 | New | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 271,256 | 2,850 | 0.0% | 0.0% | 28 | +79,272 | 41.29% | Q1 2026 | Apr 27, 2026 |
| Fiera Capital Corp | History | Reduced | 237,347 | 2,494 | 0.01% | 0.01% | 29 | -190,618 | -44.54% | Q1 2026 | May 12, 2026 |
| 1607 Capital Partners, LLC | History | New | 209,508 | 2,201 | 0.16% | — | 30 | +209,508 | New | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 207,994 | 2,186 | 0.02% | 0.01% | 31 | +105,895 | 103.72% | Q1 2026 | May 15, 2026 |
| KIM, LLC | History | No change | 204,185 | 2,145 | 0.22% | 0.18% | 32 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 192,252 | 2,020 | 0.0% | 0.0% | 33 | +107,926 | 127.99% | Q1 2026 | May 08, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 174,428 | 1,833 | 0.13% | 0.14% | 34 | +460 | 0.26% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | Added to | 169,362 | 1,779 | 0.19% | 0.12% | 35 | +106,362 | 168.83% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 163,854 | 1,722 | 0.0% | 0.0% | 36 | +138,368 | 542.92% | Q1 2026 | May 15, 2026 |
| Professional Financial Management, Inc. | History | New | 148,721 | 1,563 | 1.63% | — | 37 | +148,721 | New | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | New | 144,652 | 1,520 | 0.03% | — | 38 | +144,652 | New | Q1 2026 | May 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 134,810 | 1,416 | 0.0% | 0.0% | 39 | -5,300 | -3.78% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 130,177 | 1,368 | 0.01% | 0.0% | 40 | +92,711 | 247.45% | Q1 2026 | Apr 20, 2026 |
| TORONTO DOMINION BANK | History | New | 124,532 | 1,308 | 0.0% | — | 41 | +124,532 | New | Q1 2026 | May 15, 2026 |
| Westchester Capital Management, LLC | History | Added to | 112,436 | 1,181 | 0.05% | 0.02% | 42 | +61,247 | 119.65% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 111,324 | 1,170 | 0.0% | 0.0% | 43 | +44,578 | 66.79% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 104,480 | 1,098 | 0.02% | 0.0% | 44 | +83,227 | 391.6% | Q1 2026 | May 12, 2026 |
| Estate Planners Group, LLC | History | Reduced | 99,352 | 1,044 | 0.5% | 0.47% | 45 | -336 | -0.34% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | New | 97,146 | 1,021 | 0.0% | — | 46 | +97,146 | New | Q1 2026 | May 05, 2026 |
| Indiana Trust & Investment Management Co | History | New | 91,249 | 959 | 0.3% | — | 47 | +91,249 | New | Q1 2026 | Apr 28, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 73,672 | 774 | 0.02% | — | 48 | +73,672 | New | Q1 2026 | Apr 17, 2026 |
| Chicago Partners Investment Group LLC | History | New | 68,016 | 746 | 0.02% | — | 49 | +68,016 | New | Q1 2026 | May 04, 2026 |
| Moors & Cabot, Inc. | History | Added to | 67,932 | 713 | 0.03% | 0.02% | 50 | +35,042 | 106.54% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | New | 66,879 | 706 | 0.0% | — | 51 | +66,879 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 67,039 | 704 | 0.01% | 0.01% | 52 | +8,241 | 14.02% | Q1 2026 | May 15, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 61,212 | 643 | 0.13% | 0.03% | 53 | +45,638 | 293.04% | Q1 2026 | May 05, 2026 |
| Atala Financial Inc | History | New | 54,739 | 609 | 0.41% | — | 54 | +54,739 | New | Q1 2026 | Apr 10, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 56,563 | 594 | 0.04% | — | 55 | +56,563 | New | Q1 2026 | May 15, 2026 |
| Callahan Advisors, LLC | History | New | 55,692 | 585 | 0.05% | — | 56 | +55,692 | New | Q1 2026 | May 12, 2026 |
| Noble Wealth Management PBC | History | New | 53,672 | 564 | 0.28% | — | 57 | +53,672 | New | Q1 2026 | Apr 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 53,544 | 562 | 0.0% | 0.0% | 58 | -45,314 | -45.84% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | New | 51,604 | 542 | 0.01% | — | 59 | +51,604 | New | Q1 2026 | Apr 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 46,276 | 486 | 0.02% | 0.01% | 60 | +23,380 | 102.11% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,477 | 469 | 0.0% | 0.0% | 61 | +28,602 | 180.17% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 43,557 | 458 | 0.0% | — | 62 | +43,557 | New | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 43,409 | 456 | 0.0% | 0.0% | 63 | +20,317 | 87.98% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 41,632 | 437 | 0.0% | 0.0% | 64 | +19,078 | 84.59% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 39,140 | 411 | 0.0% | 0.0% | 65 | +16,932 | 76.24% | Q1 2026 | May 13, 2026 |
| Kapstone Financial Advisors LLC | History | New | 38,625 | 405 | 0.2% | — | 66 | +38,625 | New | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | New | 37,434 | 393 | 0.0% | — | 67 | +37,434 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 36,806 | 386 | 0.0% | — | 68 | +36,806 | New | Q1 2026 | Apr 28, 2026 |
| Nuveen, LLC | History | New | 36,296 | 381 | 0.0% | — | 69 | +36,296 | New | Q1 2026 | Apr 30, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | New | 35,606 | 374 | 0.3% | — | 70 | +35,606 | New | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 31,609 | 332 | 0.01% | — | 71 | +31,609 | New | Q1 2026 | Apr 07, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 30,881 | 324 | 0.33% | — | 72 | +30,881 | New | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,247 | 307 | 0.0% | 0.0% | 73 | +8,261 | 39.36% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 29,161 | 306 | 0.0% | — | 74 | +29,161 | New | Q1 2026 | May 12, 2026 |
| Yakira Capital Management, Inc. | History | New | 28,662 | 301 | 0.09% | — | 75 | +28,662 | New | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | New | 28,320 | 297 | 0.01% | — | 76 | +28,320 | New | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,209 | 285 | 0.0% | 0.0% | 77 | +12,042 | 79.4% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | New | 26,965 | 283 | 0.02% | — | 78 | +26,965 | New | Q1 2026 | Apr 30, 2026 |
| River Street Advisors LLC | History | New | 26,766 | 281 | 0.09% | — | 79 | +26,766 | New | Q1 2026 | Apr 21, 2026 |
| SFMG, LLC | History | Added to | 26,645 | 280 | 0.02% | 0.01% | 80 | +13,119 | 96.99% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 26,622 | 279 | 0.0% | 0.0% | 81 | +4,084 | 18.12% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | New | 26,494 | 278 | 0.0% | — | 82 | +26,494 | New | Q1 2026 | May 14, 2026 |
| Davis Investment Partners, LLC | History | New | 25,839 | 271 | 0.1% | — | 83 | +25,839 | New | Q1 2026 | Apr 20, 2026 |
| Daner Wealth Management, LLC | History | No change | 20,417 | 223 | 0.13% | 0.14% | 84 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Camelot Portfolios, LLC | History | Added to | 21,110 | 221 | 0.16% | 0.13% | 85 | +1,379 | 6.99% | Q1 2026 | May 08, 2026 |
| Westview Management dba Westview Investment Advisors | History | Added to | 19,900 | 209 | 0.11% | 0.1% | 86 | +300 | 1.53% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 19,500 | 204 | 0.0% | 0.01% | 87 | -18,779 | -49.06% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | No change | 19,100 | 200 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | New | 19,000 | 199 | 0.0% | — | 89 | +19,000 | New | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 18,980 | 199 | 0.0% | — | 90 | +18,980 | New | Q1 2026 | Apr 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 18,010 | 189 | 0.09% | — | 91 | +18,010 | New | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | New | 16,679 | 175 | 0.0% | — | 93 | +16,679 | New | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 16,199 | 175 | 0.0% | 0.0% | 92 | +300 | 1.89% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 16,453 | 172 | 0.0% | 0.0% | 94 | +64 | 0.39% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | New | 16,011 | 168 | 0.0% | — | 96 | +16,011 | New | Q1 2026 | May 12, 2026 |
| NOMURA HOLDINGS INC | History | New | 16,000 | 168 | 0.0% | — | 95 | +16,000 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,751 | 165 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | New | 15,417 | 162 | 0.0% | — | 98 | +15,417 | New | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | Reduced | 14,498 | 152 | 0.01% | 0.02% | 99 | -26,839 | -64.93% | Q1 2026 | May 14, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 14,500 | 152 | 0.09% | 0.1% | 100 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aviance Capital Partners, LLC | History | New | 14,347 | 150 | 0.02% | — | 101 | +14,347 | New | Q1 2026 | May 06, 2026 |
| CX Institutional | History | No change | 14,000 | 147 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Realta Investment Advisors | History | New | 13,275 | 139 | 0.05% | — | 103 | +13,275 | New | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 12,949 | 136 | 0.0% | 0.0% | 104 | +2,486 | 23.76% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 11,939 | 125 | 0.0% | — | 105 | +11,939 | New | Q1 2026 | Apr 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 11,800 | 124 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 11,500 | 120 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 10,993 | 115 | 0.0% | 0.0% | 108 | +976 | 9.74% | Q1 2026 | May 12, 2026 |
| CHAPIN DAVIS, INC. | History | New | 10,500 | 110 | 0.02% | — | 110 | +10,500 | New | Q1 2026 | Apr 21, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 10,000 | 110 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,395 | 109 | 0.0% | 0.0% | 111 | -7,809 | -42.9% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | New | 10,115 | 106 | 0.01% | — | 112 | +10,115 | New | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | No change | 10,000 | 105 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 10,000 | 105 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Citizens National Bank Trust Department | History | New | 9,830 | 103 | 0.02% | — | 115 | +9,830 | New | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,200 | 86 | 0.0% | — | 116 | +8,200 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 6,579 | 71 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gould Capital, LLC | History | No change | 6,350 | 66 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | New | 6,204 | 65 | 0.0% | — | 119 | +6,204 | New | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 5,224 | 54 | 0.01% | — | 121 | +5,224 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,200 | 54 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,132 | 53 | 0.0% | 0.0% | 122 | -69,125 | -93.09% | Q1 2026 | Jun 02, 2026 |
| CWM, LLC | History | New | 4,220 | 44 | 0.0% | — | 123 | +4,220 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 4,173 | 43 | 0.0% | — | 124 | +4,173 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | New | 4,042 | 42 | 0.0% | — | 126 | +4,042 | New | Q1 2026 | May 04, 2026 |
| Anchor Investment Management, LLC | History | Added to | 4,001 | 42 | 0.0% | 0.0% | 125 | +726 | 22.17% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | No change | 3,500 | 37 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | New | 3,160 | 33 | 0.0% | — | 128 | +3,160 | New | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,160 | 33 | 0.0% | — | 129 | +3,160 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,752 | 28 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,300 | 25 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,363 | 24 | 0.0% | 0.0% | 132 | +1,278 | 117.79% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | New | 2,008 | 21 | 0.0% | — | 134 | +2,008 | New | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 2,003 | 21 | 0.0% | 0.0% | 133 | +1,022 | 104.18% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,963 | 20 | 0.0% | — | 135 | +1,963 | New | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 1,931 | 20 | 0.0% | — | 136 | +1,931 | New | Q1 2026 | May 06, 2026 |
| PlanVest Financial, Inc | History | New | 1,896 | 19 | 0.01% | — | 137 | +1,896 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | New | 1,721 | 18 | 0.0% | — | 138 | +1,721 | New | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,537 | 16 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mascoma Wealth Management LLC | History | New | 1,218 | 12 | 0.0% | — | 141 | +1,218 | New | Q1 2026 | Apr 30, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1,178 | 12 | 0.0% | — | 140 | +1,178 | New | Q1 2026 | Apr 21, 2026 |
| Penserra Capital Management LLC | History | New | 992 | 10 | 0.0% | — | 142 | +992 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 747 | 7 | 0.0% | — | 143 | +747 | New | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | New | 715 | 7 | 0.0% | — | 144 | +715 | New | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 655 | 6 | 0.0% | — | 146 | +655 | New | Q1 2026 | Apr 17, 2026 |
| Abound Wealth Management | History | New | 572 | 6 | 0.0% | — | 147 | +572 | New | Q1 2026 | Apr 10, 2026 |
| WPG Advisers, LLC | History | Added to | 655 | 6 | 0.0% | 0.0% | 145 | +351 | 115.46% | Q1 2026 | Apr 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BAYBAN | History | No change | 478 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 441 | 4 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 296 | 3 | 0.0% | — | 151 | +296 | New | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | New | 244 | 2 | 0.0% | — | 153 | +244 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 212 | 2 | 0.0% | — | 152 | +212 | New | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 97 | 1 | 0.0% | — | 154 | +97 | New | Q1 2026 | May 19, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.58% | — | -1,554,195 | -100.0% | Q1 2026 | May 13, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -43,600 | -100.0% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -39,527 | -100.0% | Q1 2026 | May 12, 2026 |
| First Western Trust Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -39,221 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,680 | -100.0% | Q1 2026 | May 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -32,790 | -100.0% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -31,350 | -100.0% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,420 | -100.0% | Q1 2026 | Apr 22, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -28,308 | -100.0% | Q1 2026 | May 15, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.12% | — | -27,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,870 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Plancorp, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,943 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,662 | -100.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,339 | -100.0% | Q1 2026 | May 15, 2026 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,842 | -100.0% | Q1 2026 | May 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.01% | — | -10,420 | -100.0% | Q1 2026 | Apr 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,171 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,316 | -100.0% | Q1 2026 | May 06, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,884 | -100.0% | Q1 2026 | May 04, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,488 | -100.0% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | New | 79 | 0 | — | — | — | +79 | New | Q1 2026 | Apr 13, 2026 |