New Mountain Finance Corp - NMFC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | History | No change | 3,000,718 | 21,515 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 2,477,549 | 17,764 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 2,145,047 | 15,379 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,557,647 | 11,168 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,383,171 | 9,917 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 1,223,088 | 8,769 | 1.03% | 1.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 1,125,657 | 8,070 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cerity Partners LLC | History | No change | 856,875 | 6,143 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 852,921 | 6,115 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Muzinich & Co., Inc. | History | No change | 850,170 | 6,095 | 2.08% | 2.08% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 824,801 | 5,913 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 5,193 | 5,896 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Legal & General Group Plc | History | No change | 806,368 | 5,769 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 783,530 | 5,617 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 707,346 | 5,071 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 688,578 | 4,937 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 492,179 | 3,529 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 483,324 | 3,465 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HighTower Advisors, LLC | History | No change | 423,799 | 3,038 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 417,618 | 2,994 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 347,029 | 2,488 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 344,000 | 2,466 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GraniteShares Advisors LLC | History | No change | 303,327 | 2,174 | 1.4% | 1.4% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tranquility Partners, LLC | History | No change | 284,229 | 2,037 | 0.7% | 0.7% | 24 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 283,303 | 1,960 | 0.03% | 0.03% | 25 | +5,694 | 2.05% | Q3 2026 | Oct 01, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 266,543 | 1,911 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 247,262 | 1,772 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 247,180 | 1,772 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 208,610 | 1,495 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 171,569 | 1,230 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 149,883 | 1,074 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Cerberus Capital Management, L.P. | History | No change | 145,000 | 1,039 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 141,357 | 1,013 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 140,634 | 1,008 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 128,002 | 917 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 124,585 | 893 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 116,452 | 834 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Farther Finance Advisors, LLC | History | No change | 115,100 | 825 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Naviter Wealth, LLC | History | No change | 112,629 | 807 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 110,508 | 792 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 109,540 | 785 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 107,870 | 770 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 105,000 | 752 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Privium Fund Management (UK) Ltd | History | No change | 100,000 | 717 | 0.3% | 0.3% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 95,300 | 683 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 93,524 | 671 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 74,964 | 537 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 71,105 | 510 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DENALI ADVISORS LLC | History | No change | 71,110 | 509 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 69,560 | 498 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 67,254 | 482 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 64,805 | 464 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 60,017 | 430 | 0.16% | 0.16% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 59,412 | 425 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 58,707 | 420 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 56,730 | 406 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 56,326 | 403 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 53,416 | 382 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 53,270 | 381 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 51,974 | 372 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | No change | 51,130 | 366 | 0.56% | 0.56% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 50,806 | 364 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 48,505 | 348 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 45,600 | 326 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Almitas Capital LLC | History | No change | 45,000 | 322 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 44,741 | 320 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nordwand Advisors, LLC | History | No change | 41,800 | 299 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 39,434 | 282 | 0.13% | 0.13% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MQS Management LLC | History | No change | 37,762 | 270 | 0.33% | 0.33% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Next Capital Management LLC | History | No change | 37,340 | 267 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 36,230 | 259 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 34,731 | 249 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 33,498 | 240 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 33,415 | 239 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 31,317 | 224 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 31,098 | 223 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 30,292 | 217 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,292 | 217 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 25,888 | 185 | 0.18% | 0.18% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 25,251 | 181 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 25,169 | 180 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CenterStar Asset Management, LLC | History | No change | 24,400 | 174 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,044 | 165 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 22,642 | 162 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 22,206 | 159 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 22,020 | 157 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 21,658 | 155 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 21,538 | 154 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 21,091 | 151 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 18,876 | 135 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 18,718 | 134 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Squarepoint Ops LLC | History | No change | 18,619 | 133 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,485 | 132 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 18,530 | 132 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | No change | 17,500 | 125 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Apella Capital, LLC | History | No change | 17,525 | 123 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 16,500 | 118 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 16,375 | 117 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 16,447 | 117 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ProShare Advisors LLC | History | No change | 16,309 | 116 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,000 | 114 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 15,817 | 113 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 15,076 | 108 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 13,826 | 99 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,863 | 92 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Jain Global LLC | History | No change | 12,800 | 91 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,521 | 89 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 12,300 | 88 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HB Wealth Management, LLC | History | No change | 12,206 | 87 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 11,875 | 85 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 10,600 | 76 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 10,620 | 76 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 10,000 | 71 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 10,000 | 71 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verity & Verity, LLC | History | No change | 10,000 | 71 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 10,000 | 71 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,519 | 68 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,176 | 65 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,835 | 49 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,000 | 43 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,895 | 35 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,348 | 31 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,007 | 28 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,078 | 22 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,553 | 11 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,215 | 8 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 1,000 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 969 | 7 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NATIXIS | History | No change | 572 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank & Trust Co | History | No change | 422 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CHELSEA COUNSEL CO | History | No change | 340 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 308 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 283 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 225 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 149 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Miller Global Investments, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -23,815 | -100.0% | Q3 2026 | Oct 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quarry LP | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 104 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |