NUVEEN MUNICIPAL VALUE FUND INC - NUV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
UBS Group AG History No change 7,539,511 69,514 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 4,490,390 41,401 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History No change 3,244,551 29,914 0.19% 0.19% 3 0 0.0% Q2 2026 Aug 12, 2026
Hennion & Walsh Asset Management, Inc. History No change 2,862,303 26,390 0.75% 0.75% 4 0 0.0% Q2 2026 Jul 08, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,216,433 20,435 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,011,554 18,546 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,287,091 11,866 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,239,517 11,428 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,176,708 10,849 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 07, 2026
VAN ECK ASSOCIATES CORP History No change 1,098,087 10,124 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
Granby Capital Management, LLC History No change 736,112 6,787 3.54% 3.54% 11 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 731,241 6,742 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 19, 2026
Chicago Partners Investment Group LLC History No change 713,350 6,505 0.13% 0.13% 13 0 0.0% Q2 2026 Jul 29, 2026
STIFEL FINANCIAL CORP History No change 688,784 6,350 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
Congress Park Capital LLC History No change 599,132 5,523 1.49% 1.49% 15 0 0.0% Q2 2026 Jul 14, 2026
ROYAL BANK OF CANADA History No change 570,630 5,262 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 551,272 5,082 0.01% 0.01% 17 0 0.0% Q2 2026 Jul 29, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 487,825 4,497 0.24% 0.24% 18 0 0.0% Q2 2026 Jul 15, 2026
Prospera Financial Services Inc History No change 476,073 4,389 0.06% 0.06% 19 0 0.0% Q2 2026 Jul 15, 2026
Rockefeller Capital Management L.P. History No change 472,626 4,357 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 468,117 4,316 0.01% 0.01% 21 0 0.0% Q2 2026 Jul 27, 2026
EHRLICH FINANCIAL GROUP History No change 356,385 3,285 1.69% 1.69% 22 0 0.0% Q2 2026 Jul 09, 2026
BFSG, LLC History No change 329,726 3,040 0.27% 0.27% 23 0 0.0% Q2 2026 Jul 20, 2026
AMERIPRISE FINANCIAL INC History No change 266,442 2,457 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
ROMAN BUTLER FULLERTON & CO History No change 258,207 2,367 0.56% 0.56% 25 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 223,189 2,057 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 221,506 2,042 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 12, 2026
Koshinski Asset Management, Inc. History No change 209,025 1,927 0.1% 0.1% 28 0 0.0% Q2 2026 Jul 27, 2026
Breakwater Capital Group History No change 189,868 1,750 0.21% 0.21% 29 0 0.0% Q2 2026 Jul 08, 2026
Cresta Advisors, Ltd. History No change 180,840 1,667 0.6% 0.6% 30 0 0.0% Q2 2026 Jul 22, 2026
PKS Advisory Services, LLC History No change 175,587 1,618 0.26% 0.26% 31 0 0.0% Q2 2026 Aug 04, 2026
Redwood Family Wealth LLC History No change 170,632 1,573 1.38% 1.38% 32 0 0.0% Q2 2026 Aug 04, 2026
Citizens National Bank Trust Department History No change 169,770 1,565 0.23% 0.23% 33 0 0.0% Q2 2026 Jul 22, 2026
Dynamic Financial Group History No change 166,319 1,533 1.16% 1.16% 34 0 0.0% Q2 2026 Jul 27, 2026
IBEX WEALTH ADVISORS History No change 160,447 1,479 0.12% 0.12% 35 0 0.0% Q2 2026 Jul 27, 2026
Tandem Financial, LLC History No change 152,594 1,411 0.42% 0.42% 36 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 150,626 1,389 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 05, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 148,378 1,368 0.93% 0.93% 38 0 0.0% Q2 2026 Jul 15, 2026
Mathes Company, Inc. History No change 145,000 1,337 0.42% 0.42% 39 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 144,022 1,327 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 143,685 1,324 0.0% 0.0% 41 0 0.0% Q2 2026 Jul 28, 2026
AlTi Global, Inc. History No change 142,210 1,315 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 140,428 1,294 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
High Net Worth Advisory Group LLC History No change 130,200 1,200 0.25% 0.25% 44 0 0.0% Q2 2026 Jul 29, 2026
HARMONY ASSET MANAGEMENT LLC History No change 125,300 1,155 0.31% 0.31% 45 0 0.0% Q2 2026 Jul 20, 2026
HighTower Advisors, LLC History No change 122,640 1,130 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 05, 2026
SMITH, MOORE & CO. History No change 119,388 1,100 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 12, 2026
Venturi Wealth Management, LLC History No change 115,754 1,067 0.04% 0.04% 48 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Partners, LTD. History No change 113,359 1,045 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 11, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 110,642 1,020 0.17% 0.17% 50 0 0.0% Q2 2026 Jul 08, 2026
BENJAMIN EDWARDS INC History No change 110,602 1,019 0.01% 0.01% 51 0 0.0% Q2 2026 Jul 24, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 107,848 994 0.56% 0.56% 52 0 0.0% Q2 2026 Aug 05, 2026
Invesco Ltd. History No change 104,283 961 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 100,787 929 0.01% 0.01% 54 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 98,027 903 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 92,663 854 0.01% 0.01% 56 0 0.0% Q2 2026 Jul 27, 2026
Ackerman Capital Advisors, LLC History No change 91,959 847 0.17% 0.17% 57 0 0.0% Q2 2026 Jul 30, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 91,275 841 0.93% 0.93% 58 0 0.0% Q2 2026 Aug 10, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 90,060 830 0.08% 0.08% 59 0 0.0% Q2 2026 Jul 07, 2026
Allworth Financial LP History No change 88,474 815 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 81,708 753 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 81,411 750 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 07, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 78,295 721 0.29% 0.29% 63 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Holdings Inc. History No change 73,164 674 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 66,982 617 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Steadtrust LLC History No change 66,000 608 0.31% 0.31% 66 0 0.0% Q2 2026 Jul 09, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 65,909 607 0.1% 0.1% 67 0 0.0% Q2 2026 Aug 14, 2026
Broyhill Asset Management, LLC History No change 65,310 602 0.54% 0.54% 68 0 0.0% Q2 2026 Aug 04, 2026
&PARTNERS History No change 63,626 586 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Disciplined Investments, LLC History No change 61,977 571 0.18% 0.18% 70 0 0.0% Q2 2026 Aug 07, 2026
RHODES INVESTMENT ADVISORS INC /ADV History No change 61,700 568 0.42% 0.42% 71 0 0.0% Q2 2026 Jul 28, 2026
WCG Wealth Advisors LLC History No change 60,041 553 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
Pathway Financial Advisers, LLC History No change 59,871 552 0.14% 0.14% 73 0 0.0% Q2 2026 Jul 30, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 59,200 545 0.28% 0.28% 74 0 0.0% Q2 2026 Aug 12, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 58,291 537 0.43% 0.43% 75 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 58,172 536 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors Wealth Management, LLC History No change 55,779 514 0.06% 0.06% 77 0 0.0% Q2 2026 Jul 23, 2026
Jacobi Capital Management LLC History No change 55,319 510 0.02% 0.02% 78 0 0.0% Q2 2026 Jul 31, 2026
COHEN & STEERS, INC. History No change 55,000 507 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 54,879 505 0.0% 0.0% 80 0 0.0% Q2 2026 Sep 23, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 54,116 498 0.05% 0.05% 81 0 0.0% Q2 2026 Jul 24, 2026
World Investment Advisors History No change 52,177 469 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 13, 2026
Wellington Shields Capital Management, LLC History No change 50,000 461 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History No change 49,946 460 0.01% 0.01% 84 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 48,891 450 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 48,339 445 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 12, 2026
DAVENPORT & Co LLC History No change 47,906 441 0.0% 0.0% 87 0 0.0% Q2 2026 Jul 13, 2026
Callahan Advisors, LLC History No change 46,356 427 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History No change 46,388 427 0.01% 0.01% 89 0 0.0% Q2 2026 Jul 31, 2026
TRUIST FINANCIAL CORP History No change 44,916 414 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History No change 43,850 404 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial Wealth Advisors, LLC History No change 43,621 402 0.05% 0.05% 92 0 0.0% Q2 2026 Jul 15, 2026
Fortitude Advisory Group L.L.C. History No change 43,368 399 0.15% 0.15% 93 0 0.0% Q2 2026 Jul 22, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 42,000 388 0.02% 0.02% 94 0 0.0% Q2 2026 Jul 23, 2026
WEDBUSH SECURITIES INC History No change 41,457 382 0.01% 0.01% 95 0 0.0% Q2 2026 Jul 28, 2026
Lantz Financial LLC History No change 40,147 370 0.07% 0.07% 96 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Advisors, LLC History No change 39,184 361 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 38,000 350 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 37,868 346 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 15, 2026
Private Advisor Group, LLC History No change 37,517 345 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 27, 2026
Orange Investment Advisors, Inc. History No change 36,714 338 0.04% 0.04% 101 0 0.0% Q2 2026 Jul 21, 2026
Western Wealth Management, LLC History No change 36,000 331 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 14, 2026
VICUS CAPITAL History No change 34,710 320 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 05, 2026
Capital Square, LLC History No change 34,418 314 0.14% 0.14% 104 0 0.0% Q2 2026 Aug 12, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 32,855 302 0.16% 0.16% 105 0 0.0% Q2 2026 Jul 24, 2026
Equitable Holdings, Inc. History No change 32,709 301 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 17, 2026
BROWN ADVISORY INC History No change 32,674 301 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 32,453 299 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 32,500 299 0.02% 0.02% 109 0 0.0% Q2 2026 Jul 29, 2026
Arax Advisory Partners History No change 32,125 296 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisors, LLC History No change 31,156 287 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 06, 2026
WealthBridge Capital Management, LLC History No change 30,200 278 0.06% 0.06% 112 0 0.0% Q2 2026 Jul 24, 2026
Resurgent Financial Advisors LLC History No change 30,000 276 0.08% 0.08% 113 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 29,634 273 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 29,538 272 0.01% 0.01% 115 0 0.0% Q2 2026 Jul 17, 2026
Second Half Financial Partners, LLC History No change 29,464 271 0.11% 0.11% 116 0 0.0% Q2 2026 Jul 16, 2026
Mutual Advisors, LLC History No change 28,937 266 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 28,568 263 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 27, 2026
Mayflower Financial Advisors, LLC History No change 27,370 252 0.02% 0.02% 119 0 0.0% Q2 2026 Jul 09, 2026
Ascentis Wealth Management, LLC History No change 26,566 244 0.04% 0.04% 120 0 0.0% Q2 2026 Jul 30, 2026
Element Wealth, LLC History No change 26,195 241 0.09% 0.09% 121 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 26,000 239 0.06% 0.06% 122 0 0.0% Q2 2026 Jul 28, 2026
BlueChip Wealth Advisors LLC History No change 25,445 234 0.09% 0.09% 123 0 0.0% Q2 2026 Jul 30, 2026
SIMON QUICK ADVISORS, LLC History No change 23,893 220 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 28, 2026
Corps Capital Advisors, LLC History No change 23,500 216 0.17% 0.17% 125 0 0.0% Q2 2026 Jul 22, 2026
Karras Company, Inc. History No change 23,486 216 0.2% 0.2% 126 0 0.0% Q2 2026 Jul 23, 2026
Lido Advisors, LLC History No change 23,293 215 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 22,564 208 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 22,247 205 0.01% 0.01% 129 0 0.0% Q2 2026 Jul 23, 2026
SeaCrest Wealth Management, LLC History No change 22,200 204 0.02% 0.02% 130 0 0.0% Q2 2026 Jul 09, 2026
CENTRAL TRUST Co History No change 22,028 203 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 31, 2026
BAYBAN History No change 22,100 203 0.16% 0.16% 132 0 0.0% Q2 2026 Jul 30, 2026
Lummis Asset Management, LP History No change 22,000 202 0.12% 0.12% 133 0 0.0% Q2 2026 Aug 03, 2026
Caitlin John, LLC History No change 21,900 201 0.11% 0.11% 134 0 0.0% Q2 2026 Aug 17, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 21,750 200 0.09% 0.09% 135 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 21,518 198 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 20,969 193 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 18, 2026
Creative Planning History No change 20,535 189 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
DELTA FINANCIAL ADVISORS LLC History No change 20,125 185 0.04% 0.04% 139 0 0.0% Q2 2026 Aug 05, 2026
STALEY CAPITAL ADVISERS INC History No change 20,000 184 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 11, 2026
Penbrook Management LLC History No change 20,000 184 0.12% 0.12% 141 0 0.0% Q2 2026 Jul 23, 2026
Ethos Financial Group, LLC History No change 19,939 182 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 19,600 180 0.01% 0.01% 143 0 0.0% Q2 2026 Jul 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 19,283 177 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 18,793 173 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 06, 2026
Busey Bank History No change 18,381 169 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
WESBANCO BANK INC History No change 18,157 167 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 17,433 160 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 03, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 16,877 155 0.03% 0.03% 149 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 16,856 155 0.0% 0.0% 150 0 0.0% Q2 2026 Sep 02, 2026
CAPTRUST FINANCIAL ADVISORS History No change 16,610 153 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 16,001 147 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 28, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 15,278 140 0.18% 0.18% 153 0 0.0% Q2 2026 Aug 13, 2026
Oxbow Advisors, LLC History No change 14,839 136 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 07, 2026
Snowden Capital Advisors LLC History No change 14,756 136 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 14,345 132 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 04, 2026
HARBOUR INVESTMENTS, INC. History No change 14,187 130 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 13,856 127 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 03, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 13,750 126 0.04% 0.04% 159 0 0.0% Q2 2026 Jul 22, 2026
Saxony Capital Management, LLC History No change 13,750 126 0.06% 0.06% 160 0 0.0% Q2 2026 Jul 15, 2026
Ramiah Investment Group History No change 13,383 123 0.09% 0.09% 161 0 0.0% Q2 2026 Jul 16, 2026
Sightline Wealth Advisors, LLC History No change 13,249 122 0.04% 0.04% 162 0 0.0% Q2 2026 Jul 22, 2026
READYSTATE ASSET MANAGEMENT LP History No change 12,947 119 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Coastwise Capital Group, LLC History No change 12,917 119 0.07% 0.07% 164 0 0.0% Q2 2026 Jul 16, 2026
Plan Group Financial, LLC History No change 12,978 119 0.02% 0.02% 165 0 0.0% Q2 2026 Aug 03, 2026
STEPHENS INC /AR/ History No change 12,833 118 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 29, 2026
IVC Wealth Advisors LLC History No change 12,845 118 0.05% 0.05% 167 0 0.0% Q2 2026 Jul 14, 2026
UHLMANN PRICE SECURITIES, LLC History No change 12,698 117 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 24, 2026
PINNACLE ASSOCIATES LTD History No change 12,639 116 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 03, 2026
D.A. DAVIDSON & CO. History No change 12,598 116 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 12,672 116 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 12,541 115 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 18, 2026
49 WEALTH MANAGEMENT, LLC History No change 12,574 115 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 12,574 115 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 12,300 113 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 07, 2026
Clarity Financial LLC History No change 12,255 112 0.01% 0.01% 176 0 0.0% Q2 2026 Jul 20, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 12,124 111 0.01% 0.01% 177 0 0.0% Q2 2026 Jul 24, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 12,089 111 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 13, 2026
Kovack Advisors, Inc. History No change 12,064 111 0.01% 0.01% 179 0 0.0% Q2 2026 Jul 28, 2026
Rock Point Advisors, LLC History No change 11,750 108 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 06, 2026
Sowell Financial Services LLC History No change 11,805 108 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 17, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 11,550 106 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 11, 2026
Essex Bank History No change 11,520 106 0.02% 0.02% 183 0 0.0% Q2 2026 Jul 23, 2026
Advisory Services Network, LLC History No change 11,082 102 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 12, 2026
Objective Capital Management, LLC History No change 11,000 101 0.09% 0.09% 185 0 0.0% Q2 2026 Jul 20, 2026
NORTHERN TRUST CORP History No change 10,934 100 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 10,854 100 0.02% 0.02% 187 0 0.0% Q2 2026 Jul 29, 2026
Moors & Cabot, Inc. History No change 10,568 97 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 10,416 96 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 06, 2026
ProVise Management Group, LLC History No change 10,375 95 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 03, 2026
Modern Wealth Management, LLC History No change 10,356 95 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 10,104 93 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 06, 2026
SHUFRO ROSE & CO LLC History No change 10,000 92 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 12, 2026
IMA Advisory Services, Inc. History No change 10,000 92 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 10, 2026
IHT Wealth Management, LLC History No change 10,018 92 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 8,535 78 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 22, 2026
BARRETT & COMPANY, INC. History No change 8,445 77 0.02% 0.02% 197 0 0.0% Q2 2026 Jul 24, 2026
Ancora Advisors LLC History No change 7,093 65 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone National Bank & Trust Co History No change 6,500 59 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 21, 2026
RHL GROUP, LLC History No change 5,907 53 0.04% 0.04% 200 0 0.0% Q2 2026 Aug 03, 2026
Mascoma Wealth Management LLC History No change 5,706 52 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 24, 2026
CULLEN/FROST BANKERS, INC. History No change 4,999 46 0.0% 0.0% 202 0 0.0% Q2 2026 Jul 27, 2026
Hurley Capital, LLC History No change 5,000 46 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 10, 2026
Tradewinds Capital Management, LLC History No change 4,760 43 0.01% 0.01% 204 0 0.0% Q2 2026 Jul 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 4,200 38 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 3,877 35 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 17, 2026
PRIVATE TRUST CO NA History No change 2,990 27 0.0% 0.0% 207 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 2,963 27 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 06, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 2,500 23 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 04, 2026
Physician Wealth Advisors, Inc. History No change 2,505 23 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 20, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 2,420 22 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 10, 2026
PMV Capital Advisers, LLC History No change 2,275 20 0.03% 0.03% 212 0 0.0% Q2 2026 Aug 14, 2026
Center for Financial Planning, Inc. History No change 2,084 19 0.0% 0.0% 213 0 0.0% Q2 2026 Jul 21, 2026
Financial Gravity Companies, Inc. History No change 2,000 18 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,662 15 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 1,422 13 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,224 11 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 08, 2026
IFP Advisors, Inc History No change 1,000 9 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 20, 2026
Russell Investments Group, Ltd. History No change 1,009 9 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 1,000 9 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 13, 2026
Creative Capital Management Investments LLC History No change 921 8 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 800 7 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Union Bankshares Corp History No change 750 6 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 11, 2026
EASTERN BANK History No change 828 6 0.0% 0.0% 224 0 0.0% Q3 2026 Oct 05, 2026
CoreCap Advisors, LLC History No change 748 6 0.0% 0.0% 225 0 0.0% Q2 2026 Jul 06, 2026
JPMORGAN CHASE & CO History No change 490 4 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 500 4 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 27, 2026
Avion Wealth History No change 462 4 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 31, 2026
Cape Investment Advisory, Inc. History No change 500 4 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 23, 2026
Millstone Evans Group, LLC History No change 500 4 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 11, 2026
FNY Investment Advisers, LLC History No change 400 3 0.0% 0.0% 231 0 0.0% Q2 2026 Jul 08, 2026
Decker Retirement Planning Inc. History No change 302 2 0.0% 0.0% 232 0 0.0% Q2 2026 Jul 16, 2026
Anchor Investment Management, LLC History No change 200 1 0.0% 0.0% 233 0 0.0% Q2 2026 Sep 15, 2026
Geneos Wealth Management Inc. History No change 200 1 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 06, 2026