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 | Reduced | 5,442,103 | 60,461 | 1.74% | 1.86% | 1 | -234,550 | -4.13% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 4,760,961 | 52,894 | 2.51% | 2.76% | 2 | -493,372 | -9.39% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 4,633,185 | 51,474 | 0.0% | 0.0% | 3 | +396,414 | 9.36% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,170,971 | 24,119 | 0.15% | 0.18% | 4 | -79,417 | -3.53% | Q2 2026 | Aug 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 1,832,694 | 20,361 | 0.39% | 0.58% | 5 | -867,602 | -32.13% | Q2 2026 | Aug 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 1,619,778 | 17,995 | 7.95% | 7.32% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,496,850 | 16,630 | 0.0% | 0.01% | 7 | -100,987 | -6.32% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,496,088 | 16,621 | 0.0% | 0.0% | 8 | +637,292 | 74.21% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,180,601 | 13,116 | 0.01% | 0.01% | 9 | +99,506 | 9.2% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,172,621 | 13,027 | 0.0% | 0.0% | 10 | -619 | -0.05% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 973,208 | 10,812 | 0.01% | 0.01% | 11 | +24,636 | 2.6% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 733,117 | 8,144 | 0.02% | 0.04% | 12 | -162,168 | -18.11% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 681,631 | 7,572 | 0.0% | 0.0% | 13 | +60,253 | 9.7% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 592,962 | 6,587 | 0.01% | 0.01% | 14 | +55,182 | 10.26% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 583,047 | 6,477 | 0.0% | 0.0% | 15 | +45,800 | 8.52% | Q2 2026 | Aug 07, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 527,505 | 5,860 | 0.35% | 0.4% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allianz Asset Management GmbH | History | No change | 490,934 | 5,454 | 0.0% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 481,790 | 5,352 | 0.01% | 0.01% | 18 | +32,194 | 7.16% | Q2 2026 | Aug 13, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 439,004 | 4,877 | 0.16% | 0.2% | 19 | -87,252 | -16.58% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 394,802 | 4,386 | 0.06% | 0.06% | 20 | -6,334 | -1.58% | Q2 2026 | Aug 06, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 385,248 | 4,280 | 2.31% | 2.53% | 21 | -33,982 | -8.11% | Q2 2026 | Jul 24, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 383,952 | 4,266 | 0.01% | 0.01% | 22 | -8,200 | -2.09% | Q2 2026 | Aug 14, 2026 |
| Rareview Capital LLC | History | Reduced | 385,009 | 4,038 | 2.26% | 2.84% | 23 | -76,034 | -16.49% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 348,553 | 3,872 | 0.0% | 0.0% | 24 | -1,070 | -0.31% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 282,258 | 3,135 | 0.0% | 0.0% | 25 | +11,002 | 4.06% | Q2 2026 | Jul 29, 2026 |
| Invesco Ltd. | History | Reduced | 265,918 | 2,954 | 0.0% | 0.0% | 26 | -74,684 | -21.93% | Q2 2026 | Aug 14, 2026 |
| Leo Wealth, LLC | History | No change | 274,876 | 2,888 | 0.21% | 0.21% | 27 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fiera Capital Corp | History | Reduced | 230,403 | 2,559 | 0.01% | 0.01% | 28 | -6,944 | -2.93% | Q2 2026 | Aug 07, 2026 |
| KIM, LLC | History | Added to | 205,238 | 2,280 | 0.23% | 0.22% | 29 | +1,053 | 0.52% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 190,450 | 2,115 | 0.0% | 0.0% | 30 | -1,802 | -0.94% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 185,748 | 2,063 | 0.0% | 0.0% | 31 | +21,894 | 13.36% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 175,514 | 1,949 | 0.12% | 0.13% | 32 | +1,086 | 0.62% | Q2 2026 | Aug 17, 2026 |
| Scarborough Advisors, LLC | History | No change | 169,362 | 1,854 | 0.21% | 0.19% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dakota Wealth Management | History | Added to | 145,372 | 1,615 | 0.03% | 0.03% | 34 | +720 | 0.5% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 138,130 | 1,534 | 0.01% | 0.01% | 35 | +7,953 | 6.11% | Q2 2026 | Jul 27, 2026 |
| Professional Financial Management, Inc. | History | Reduced | 138,060 | 1,533 | 1.55% | 1.63% | 36 | -10,661 | -7.17% | Q2 2026 | Jul 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 136,538 | 1,516 | 0.02% | 0.02% | 37 | -71,456 | -34.35% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 130,071 | 1,445 | 0.0% | 0.0% | 38 | +86,662 | 199.64% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 126,885 | 1,409 | 0.12% | 0.16% | 39 | -82,623 | -39.44% | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 122,946 | 1,365 | 0.0% | 0.0% | 40 | +11,622 | 10.44% | Q2 2026 | Aug 05, 2026 |
| Westview Management dba Westview Investment Advisors | History | Added to | 115,250 | 1,280 | 0.63% | 0.11% | 41 | +95,350 | 479.15% | Q2 2026 | Jul 31, 2026 |
| Westchester Capital Management, LLC | History | No change | 112,436 | 1,249 | 0.06% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 111,231 | 1,235 | 0.02% | 0.02% | 43 | +6,751 | 6.46% | Q2 2026 | Aug 11, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 106,071 | 1,178 | 0.0% | 0.0% | 44 | -18,461 | -14.82% | Q2 2026 | Aug 14, 2026 |
| Estate Planners Group, LLC | History | Added to | 99,844 | 1,109 | 0.5% | 0.5% | 45 | +492 | 0.5% | Q2 2026 | Aug 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 91,249 | 1,013 | 0.28% | 0.3% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 87,068 | 967 | 0.0% | 0.0% | 47 | -10,078 | -10.37% | Q2 2026 | Aug 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 72,513 | 805 | 0.03% | 0.03% | 48 | +4,581 | 6.74% | Q2 2026 | Aug 10, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 71,237 | 791 | 0.02% | 0.02% | 49 | -2,435 | -3.31% | Q2 2026 | Jul 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 69,039 | 767 | 0.01% | 0.01% | 50 | +2,000 | 2.98% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 67,530 | 750 | 0.0% | — | 51 | +67,530 | New | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 66,879 | 746 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 68,016 | 731 | 0.01% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Noble Wealth Management PBC | History | Added to | 62,472 | 694 | 0.31% | 0.28% | 54 | +8,800 | 16.4% | Q2 2026 | Jul 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 60,240 | 669 | 0.01% | 0.01% | 55 | +8,636 | 16.74% | Q2 2026 | Aug 03, 2026 |
| Atala Financial Inc | History | No change | 54,739 | 634 | 0.39% | 0.41% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 56,563 | 628 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Callahan Advisors, LLC | History | No change | 55,692 | 618 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 53,207 | 591 | 0.0% | 0.0% | 59 | +14,067 | 35.94% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,885 | 523 | 0.0% | 0.0% | 60 | +2,408 | 5.41% | Q2 2026 | Jul 28, 2026 |
| EASTERN BANK | History | Added to | 46,635 | 518 | 0.01% | 0.01% | 61 | +18,315 | 64.67% | Q2 2026 | Jul 01, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 45,966 | 510 | 0.02% | — | 62 | +45,966 | New | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 43,820 | 486 | 0.1% | 0.13% | 63 | -17,392 | -28.41% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,907 | 454 | 0.0% | 0.0% | 64 | +13,698 | 50.34% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 40,841 | 453 | 0.03% | 0.02% | 65 | -5,435 | -11.74% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 40,621 | 451 | 0.0% | 0.0% | 66 | -94,189 | -69.87% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Reduced | 40,186 | 446 | 0.0% | 0.0% | 67 | -1,446 | -3.47% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 37,434 | 415 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arax Advisory Partners | History | New | 37,171 | 412 | 0.0% | — | 69 | +37,171 | New | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 36,296 | 403 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 35,606 | 395 | 0.28% | 0.3% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 33,469 | 371 | 0.0% | 0.0% | 72 | -20,075 | -37.49% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,270 | 370 | 0.0% | 0.0% | 73 | -10,287 | -23.62% | Q2 2026 | Jul 27, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 33,145 | 368 | 0.15% | 0.2% | 74 | -5,480 | -14.19% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Added to | 32,018 | 355 | 0.0% | 0.0% | 75 | +15,565 | 94.6% | Q2 2026 | Aug 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 30,881 | 343 | 0.34% | 0.33% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 30,663 | 340 | 0.01% | 0.01% | 77 | +19,163 | 166.63% | Q2 2026 | Aug 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 31,609 | 332 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 29,246 | 324 | 0.0% | 0.0% | 79 | -1 | -0.0% | Q2 2026 | Aug 19, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 29,161 | 323 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Yakira Capital Management, Inc. | History | Reduced | 27,511 | 305 | 0.09% | 0.09% | 81 | -1,151 | -4.02% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 27,188 | 302 | 0.02% | 0.02% | 82 | +223 | 0.83% | Q2 2026 | Jul 29, 2026 |
| Cresta Advisors, Ltd. | History | New | 27,000 | 299 | 0.11% | — | 84 | +27,000 | New | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 27,000 | 299 | 0.01% | 0.0% | 83 | +7,500 | 38.46% | Q2 2026 | Jul 29, 2026 |
| River Street Advisors LLC | History | No change | 26,766 | 297 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SFMG, LLC | History | No change | 26,645 | 296 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Investment Partners, LLC | History | Added to | 26,103 | 290 | 0.09% | 0.1% | 87 | +264 | 1.02% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | Added to | 23,425 | 261 | 0.0% | 0.0% | 88 | +7,414 | 46.31% | Q2 2026 | Aug 04, 2026 |
| Worth Asset Management, LLC | History | New | 22,999 | 255 | 0.08% | — | 89 | +22,999 | New | Q2 2026 | Jul 08, 2026 |
| Kore Advisors LP | History | New | 22,000 | 244 | 0.25% | — | 90 | +22,000 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 20,276 | 225 | 0.0% | 0.0% | 91 | +9,881 | 95.06% | Q2 2026 | Sep 02, 2026 |
| Daner Wealth Management, LLC | History | No change | 20,417 | 222 | 0.12% | 0.13% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 19,195 | 213 | 0.15% | 0.16% | 93 | -1,915 | -9.07% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,095 | 212 | 0.0% | 0.0% | 94 | +115 | 0.61% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | New | 18,530 | 205 | 0.0% | — | 95 | +18,530 | New | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 18,010 | 200 | 0.08% | 0.09% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 17,881 | 198 | 0.0% | — | 97 | +17,881 | New | Q2 2026 | Aug 03, 2026 |
| M&T BANK CORP | History | No change | 16,994 | 188 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 16,509 | 183 | 0.0% | 0.0% | 99 | -10,113 | -37.99% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 15,899 | 176 | 0.0% | 0.0% | 100 | -300 | -1.85% | Q2 2026 | Aug 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,656 | 173 | 0.0% | 0.0% | 101 | +239 | 1.55% | Q2 2026 | Aug 03, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 15,267 | 169 | 0.0% | 0.0% | 102 | -11,227 | -42.38% | Q2 2026 | Aug 13, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 14,500 | 161 | 0.08% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | New | 14,166 | 157 | 0.0% | — | 104 | +14,166 | New | Q2 2026 | Aug 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,099 | 156 | 0.0% | 0.0% | 105 | +2,160 | 18.09% | Q2 2026 | Jul 20, 2026 |
| CX Institutional | History | No change | 14,000 | 156 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 13,863 | 154 | 0.02% | 0.02% | 107 | -484 | -3.37% | Q2 2026 | Jul 30, 2026 |
| Realta Investment Advisors | History | No change | 13,275 | 147 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 13,032 | 144 | 0.0% | 0.0% | 109 | -2,719 | -17.26% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 12,529 | 139 | 0.0% | 0.0% | 110 | -420 | -3.24% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 12,362 | 137 | 0.0% | 0.0% | 111 | +1,369 | 12.45% | Q2 2026 | Aug 13, 2026 |
| Traub Capital Management LLC | History | New | 12,327 | 136 | 0.12% | — | 112 | +12,327 | New | Q2 2026 | Jul 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 12,021 | 133 | 0.0% | — | 113 | +12,021 | New | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | New | 11,535 | 129 | 0.03% | — | 114 | +11,535 | New | Q2 2026 | Jul 22, 2026 |
| Virtu Financial LLC | History | Reduced | 11,225 | 125 | 0.0% | 0.01% | 115 | -3,273 | -22.58% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 10,900 | 121 | 0.0% | 0.0% | 116 | -900 | -7.63% | Q2 2026 | Aug 05, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 10,500 | 116 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NWF Advisory Services Inc. | History | No change | 10,115 | 112 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMERCE BANK | History | No change | 10,000 | 111 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 10,000 | 111 | 0.07% | 0.09% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Citizens National Bank Trust Department | History | No change | 9,830 | 109 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 10,000 | 107 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 9,499 | 105 | 0.0% | — | 123 | +9,499 | New | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,244 | 91 | 0.0% | 0.0% | 124 | +44 | 0.54% | Q2 2026 | Aug 05, 2026 |
| Gould Capital, LLC | History | No change | 6,350 | 70 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOKF, NA | History | No change | 6,204 | 68 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,762 | 64 | 0.0% | 0.0% | 127 | +5,015 | 671.35% | Q2 2026 | Jul 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 5,224 | 58 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,200 | 57 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,132 | 57 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,000 | 55 | 0.0% | 0.0% | 131 | +3,037 | 154.71% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,173 | 46 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 4,220 | 44 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,001 | 44 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,042 | 44 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,755 | 41 | 0.0% | 0.0% | 136 | +1,392 | 58.91% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,535 | 39 | 0.0% | 0.0% | 137 | +35 | 1.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | New | 3,460 | 38 | 0.0% | — | 138 | +3,460 | New | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,187 | 35 | 0.0% | 0.0% | 139 | +435 | 15.81% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 3,160 | 35 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 2,976 | 33 | 0.0% | 0.0% | 141 | +1,984 | 200.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 2,260 | 25 | 0.0% | — | 142 | +2,260 | New | Q2 2026 | Jul 06, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 2,003 | 22 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,931 | 21 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PlanVest Financial, Inc | History | No change | 1,896 | 21 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | Added to | 1,748 | 19 | 0.0% | 0.0% | 146 | +27 | 1.57% | Q2 2026 | Aug 05, 2026 |
| Quent Capital, LLC | History | New | 1,613 | 17 | 0.0% | — | 148 | +1,613 | New | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,537 | 17 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,218 | 13 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WPG Advisers, LLC | History | Added to | 1,041 | 11 | 0.01% | 0.0% | 150 | +386 | 58.93% | Q2 2026 | Aug 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 646 | 7 | 0.0% | 0.0% | 152 | +350 | 118.24% | Q2 2026 | Aug 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 655 | 7 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LifeSteps Financial, Inc. | History | New | 500 | 5 | 0.0% | — | 155 | +500 | New | Q2 2026 | Jul 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BAYBAN | History | No change | 478 | 5 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 212 | 2 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 244 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 148 | 1 | 0.0% | — | 158 | +148 | New | Q2 2026 | Jul 20, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -981,253 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -36,806 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,100 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -19,000 | -100.0% | Q2 2026 | Jul 31, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,160 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,008 | -100.0% | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,178 | -100.0% | Q2 2026 | Jul 17, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -715 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -572 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -441 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 79 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |