NUVEEN MUNICIPAL VALUE FUND INC - NUV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 7,539,511 | 69,514 | 0.01% | 0.01% | 1 | +476,286 | 6.74% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 4,490,390 | 41,401 | 0.0% | 0.0% | 2 | -18,173 | -0.4% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 3,244,551 | 29,914 | 0.19% | 0.2% | 3 | +330,052 | 11.32% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 2,862,303 | 26,390 | 0.75% | 0.74% | 4 | +422,222 | 17.3% | Q2 2026 | Jul 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,216,433 | 20,435 | 0.01% | 0.01% | 5 | +14,819 | 0.67% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,011,554 | 18,546 | 0.0% | 0.0% | 6 | -73,582 | -3.53% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,287,091 | 11,866 | 0.0% | 0.0% | 7 | +177,886 | 16.04% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,239,517 | 11,428 | 0.0% | 0.0% | 8 | +246,345 | 24.8% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,176,708 | 10,849 | 0.0% | 0.0% | 9 | +22,517 | 1.95% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,098,087 | 10,124 | 0.01% | 0.01% | 10 | +31,841 | 2.99% | Q2 2026 | Aug 14, 2026 |
| Granby Capital Management, LLC | History | Reduced | 736,112 | 6,787 | 3.54% | 4.31% | 11 | -100,000 | -11.96% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 731,241 | 6,742 | 0.01% | 0.01% | 12 | -9,527 | -1.29% | Q2 2026 | Aug 19, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 713,350 | 6,505 | 0.13% | 0.14% | 13 | +30,199 | 4.42% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 688,784 | 6,350 | 0.01% | 0.01% | 14 | +20,994 | 3.14% | Q2 2026 | Aug 12, 2026 |
| Congress Park Capital LLC | History | Added to | 599,132 | 5,523 | 1.49% | 1.64% | 15 | +5,000 | 0.84% | Q2 2026 | Jul 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 570,630 | 5,262 | 0.0% | 0.0% | 16 | -49,576 | -7.99% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 551,272 | 5,082 | 0.01% | 0.01% | 17 | +38,022 | 7.41% | Q2 2026 | Jul 29, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 487,825 | 4,497 | 0.24% | 0.25% | 18 | +19,000 | 4.05% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 476,073 | 4,389 | 0.06% | 0.07% | 19 | -83 | -0.02% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 472,626 | 4,357 | 0.01% | 0.01% | 20 | +66 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 468,117 | 4,316 | 0.01% | 0.01% | 21 | +15,046 | 3.32% | Q2 2026 | Jul 27, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 356,385 | 3,285 | 1.69% | 0.59% | 22 | +241,716 | 210.79% | Q2 2026 | Jul 09, 2026 |
| BFSG, LLC | History | New | 329,726 | 3,040 | 0.27% | — | 23 | +329,726 | New | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 266,442 | 2,457 | 0.0% | 0.0% | 24 | +25,576 | 10.62% | Q2 2026 | Aug 14, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 258,207 | 2,367 | 0.56% | 0.64% | 25 | +6,660 | 2.65% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 223,189 | 2,057 | 0.01% | 0.01% | 26 | +457 | 0.21% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 221,506 | 2,042 | 0.0% | 0.0% | 27 | +1,340 | 0.61% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 209,025 | 1,927 | 0.1% | 0.12% | 28 | -429 | -0.2% | Q2 2026 | Jul 27, 2026 |
| Breakwater Capital Group | History | Added to | 189,868 | 1,750 | 0.21% | 0.19% | 29 | +33,598 | 21.5% | Q2 2026 | Jul 08, 2026 |
| Cresta Advisors, Ltd. | History | No change | 180,840 | 1,667 | 0.6% | 0.67% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 175,587 | 1,618 | 0.26% | 0.45% | 31 | -37,635 | -17.65% | Q2 2026 | Aug 04, 2026 |
| Redwood Family Wealth LLC | History | Added to | 170,632 | 1,573 | 1.38% | 1.43% | 32 | +7,199 | 4.4% | Q2 2026 | Aug 04, 2026 |
| Citizens National Bank Trust Department | History | Added to | 169,770 | 1,565 | 0.23% | 0.2% | 33 | +33,675 | 24.74% | Q2 2026 | Jul 22, 2026 |
| Dynamic Financial Group | History | Reduced | 166,319 | 1,533 | 1.16% | 1.97% | 34 | -102,058 | -38.03% | Q2 2026 | Jul 27, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 160,447 | 1,479 | 0.12% | 0.14% | 35 | -1,744 | -1.08% | Q2 2026 | Jul 27, 2026 |
| Tandem Financial, LLC | History | Added to | 152,594 | 1,411 | 0.42% | 0.4% | 36 | +12,800 | 9.16% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 150,626 | 1,389 | 0.0% | 0.0% | 37 | -7,848 | -4.95% | Q2 2026 | Aug 05, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 148,378 | 1,368 | 0.93% | 1.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mathes Company, Inc. | History | No change | 145,000 | 1,337 | 0.42% | 0.48% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 144,022 | 1,327 | 0.0% | 0.0% | 40 | -2,887 | -1.97% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 143,685 | 1,324 | 0.0% | 0.0% | 41 | +6,258 | 4.55% | Q2 2026 | Jul 28, 2026 |
| AlTi Global, Inc. | History | Added to | 142,210 | 1,315 | 0.03% | 0.03% | 42 | +10,000 | 7.56% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 140,428 | 1,294 | 0.0% | 0.0% | 43 | +8,027 | 6.06% | Q2 2026 | Aug 14, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 130,200 | 1,200 | 0.25% | 0.26% | 44 | +7,200 | 5.85% | Q2 2026 | Jul 29, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 125,300 | 1,155 | 0.31% | 0.35% | 45 | -2,900 | -2.26% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 122,640 | 1,130 | 0.0% | 0.0% | 46 | +6,662 | 5.74% | Q2 2026 | Aug 05, 2026 |
| SMITH, MOORE & CO. | History | Added to | 119,388 | 1,100 | 0.07% | 0.08% | 47 | +297 | 0.25% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 115,754 | 1,067 | 0.04% | 0.05% | 48 | +62 | 0.05% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 113,359 | 1,045 | 0.01% | 0.01% | 49 | +14,340 | 14.48% | Q2 2026 | Aug 11, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 110,642 | 1,020 | 0.17% | 0.19% | 50 | +4,619 | 4.36% | Q2 2026 | Jul 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 110,602 | 1,019 | 0.01% | 0.01% | 51 | +6,370 | 6.11% | Q2 2026 | Jul 24, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 107,848 | 994 | 0.56% | 0.66% | 52 | -7,180 | -6.24% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | Reduced | 104,283 | 961 | 0.0% | 0.0% | 53 | -242 | -0.23% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 100,787 | 929 | 0.01% | 0.01% | 54 | +1,130 | 1.13% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 98,027 | 903 | 0.0% | 0.0% | 55 | +8,741 | 9.79% | 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 | Added to | 91,959 | 847 | 0.17% | 0.1% | 57 | +36,148 | 64.77% | Q2 2026 | Jul 30, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 91,275 | 841 | 0.93% | 1.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 90,060 | 830 | 0.08% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | Reduced | 88,474 | 815 | 0.0% | 0.0% | 60 | -927 | -1.04% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 81,708 | 753 | 0.0% | 0.0% | 61 | +27,485 | 50.69% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 81,411 | 750 | 0.0% | 0.0% | 62 | -4,291 | -5.01% | Q2 2026 | Aug 07, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 78,295 | 721 | 0.29% | 0.29% | 63 | +7,513 | 10.61% | Q2 2026 | Jul 24, 2026 |
| Hilltop Holdings Inc. | History | Added to | 73,164 | 674 | 0.05% | 0.06% | 64 | +2,566 | 3.63% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 66,982 | 617 | 0.0% | 0.0% | 65 | -3,920 | -5.53% | Q2 2026 | Aug 14, 2026 |
| Steadtrust LLC | History | No change | 66,000 | 608 | 0.31% | 0.34% | 66 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 65,909 | 607 | 0.1% | 0.07% | 67 | +24,539 | 59.32% | Q2 2026 | Aug 14, 2026 |
| Broyhill Asset Management, LLC | History | Reduced | 65,310 | 602 | 0.54% | 0.87% | 68 | -40,000 | -37.98% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | Reduced | 63,626 | 586 | 0.0% | 0.0% | 69 | -1,020 | -1.58% | Q2 2026 | Aug 14, 2026 |
| Disciplined Investments, LLC | History | Reduced | 61,977 | 571 | 0.18% | 0.21% | 70 | -3,503 | -5.35% | Q2 2026 | Aug 07, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | No change | 61,700 | 568 | 0.42% | 0.48% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WCG Wealth Advisors LLC | History | No change | 60,041 | 553 | 0.01% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 59,871 | 552 | 0.14% | 0.15% | 73 | +34 | 0.06% | Q2 2026 | Jul 30, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 59,200 | 545 | 0.28% | 0.36% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 58,291 | 537 | 0.43% | 0.45% | 75 | -1,754 | -2.92% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 58,172 | 536 | 0.0% | 0.0% | 76 | -1,998 | -3.32% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 55,779 | 514 | 0.06% | 0.06% | 77 | +5,609 | 11.18% | Q2 2026 | Jul 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 55,319 | 510 | 0.02% | 0.03% | 78 | +1,908 | 3.57% | Q2 2026 | Jul 31, 2026 |
| COHEN & STEERS, INC. | History | New | 55,000 | 507 | 0.0% | — | 79 | +55,000 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 54,879 | 505 | 0.0% | 0.0% | 80 | +10,941 | 24.9% | 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% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 49,946 | 460 | 0.01% | 0.01% | 84 | -49,742 | -49.9% | 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 | Added to | 48,339 | 445 | 0.0% | 0.0% | 86 | +1,096 | 2.32% | 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 |
| MGO ONE SEVEN LLC | History | Added to | 46,388 | 427 | 0.01% | 0.01% | 89 | +4,160 | 9.85% | Q2 2026 | Jul 31, 2026 |
| Callahan Advisors, LLC | History | No change | 46,356 | 427 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 44,916 | 414 | 0.0% | 0.0% | 90 | +17 | 0.04% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 43,850 | 404 | 0.0% | 0.0% | 91 | +22,000 | 100.69% | Q2 2026 | Aug 05, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 43,621 | 402 | 0.05% | 0.06% | 92 | -3,926 | -8.26% | Q2 2026 | Jul 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 43,368 | 399 | 0.15% | 0.17% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 42,000 | 388 | 0.02% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 41,457 | 382 | 0.01% | 0.01% | 95 | -3,134 | -7.03% | Q2 2026 | Jul 28, 2026 |
| Lantz Financial LLC | History | Added to | 40,147 | 370 | 0.07% | 0.06% | 96 | +5,500 | 15.87% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 39,184 | 361 | 0.0% | 0.0% | 97 | +7,654 | 24.28% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 38,000 | 350 | 0.0% | 0.0% | 98 | -5,000 | -11.63% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 37,868 | 346 | 0.0% | 0.0% | 99 | -9,253 | -19.64% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 37,517 | 345 | 0.0% | 0.0% | 100 | +6,079 | 19.34% | Q2 2026 | Jul 27, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 36,714 | 338 | 0.04% | 0.04% | 101 | -1 | -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 | Added to | 34,710 | 320 | 0.02% | 0.02% | 103 | +371 | 1.08% | 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% | 0.17% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 32,709 | 301 | 0.0% | 0.0% | 106 | +29 | 0.09% | 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 |
| Verdence Capital Advisors LLC | History | New | 32,500 | 299 | 0.02% | — | 109 | +32,500 | New | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 32,453 | 299 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 32,125 | 296 | 0.0% | 0.0% | 110 | +23,125 | 256.94% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 31,156 | 287 | 0.0% | 0.0% | 111 | -1,138 | -3.52% | Q2 2026 | Aug 06, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 30,200 | 278 | 0.06% | 0.07% | 112 | -5,000 | -14.2% | Q2 2026 | Jul 24, 2026 |
| Resurgent Financial Advisors LLC | History | New | 30,000 | 276 | 0.08% | — | 113 | +30,000 | New | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 29,634 | 273 | 0.0% | 0.0% | 114 | +28,634 | 2863.4% | 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% | 0.12% | 116 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 28,937 | 266 | 0.01% | 0.0% | 117 | +6,745 | 30.39% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 28,568 | 263 | 0.0% | 0.0% | 118 | +17,612 | 160.75% | Q2 2026 | Aug 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 27,370 | 252 | 0.02% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 26,566 | 244 | 0.04% | 0.03% | 120 | +7,237 | 37.44% | Q2 2026 | Jul 30, 2026 |
| Element Wealth, LLC | History | No change | 26,195 | 241 | 0.09% | 0.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 26,000 | 239 | 0.06% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 25,445 | 234 | 0.09% | — | 123 | +25,445 | New | Q2 2026 | Jul 30, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 23,893 | 220 | 0.01% | 0.01% | 124 | +255 | 1.08% | Q2 2026 | Jul 28, 2026 |
| Karras Company, Inc. | History | Added to | 23,486 | 216 | 0.2% | 0.19% | 126 | +2,386 | 11.31% | Q2 2026 | Jul 23, 2026 |
| Corps Capital Advisors, LLC | History | No change | 23,500 | 216 | 0.17% | 0.18% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lido Advisors, LLC | History | Added to | 23,293 | 215 | 0.0% | 0.0% | 127 | +6,500 | 38.71% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 22,564 | 208 | 0.0% | 0.0% | 128 | -2,200 | -8.88% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | Reduced | 22,247 | 205 | 0.01% | 0.02% | 129 | -14,474 | -39.42% | 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% | 0.17% | 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 | Added to | 21,900 | 201 | 0.11% | 0.12% | 134 | +400 | 1.86% | Q2 2026 | Aug 17, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 21,750 | 200 | 0.09% | 0.1% | 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 | Added to | 20,969 | 193 | 0.0% | 0.0% | 137 | +166 | 0.8% | Q2 2026 | Aug 18, 2026 |
| Creative Planning | History | Reduced | 20,535 | 189 | 0.0% | 0.0% | 138 | -48,506 | -70.26% | Q2 2026 | Aug 13, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 20,125 | 185 | 0.04% | 0.05% | 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% | 0.14% | 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 | Added to | 19,283 | 177 | 0.0% | 0.0% | 144 | +7,365 | 61.8% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 18,793 | 173 | 0.0% | 0.0% | 145 | -3,750 | -16.63% | 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 | Added to | 17,433 | 160 | 0.0% | 0.0% | 148 | +12,950 | 288.87% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,856 | 155 | 0.0% | — | 150 | +16,856 | New | Q2 2026 | Sep 02, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 16,877 | 155 | 0.03% | 0.04% | 149 | +169 | 1.01% | Q2 2026 | Aug 07, 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 | New | 16,001 | 147 | 0.0% | — | 152 | +16,001 | New | Q2 2026 | Jul 28, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 15,278 | 140 | 0.18% | 0.18% | 153 | +584 | 3.97% | 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 | New | 14,345 | 132 | 0.0% | — | 156 | +14,345 | New | 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 | Added to | 13,856 | 127 | 0.0% | 0.0% | 158 | +50 | 0.36% | Q2 2026 | Aug 03, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Reduced | 13,750 | 126 | 0.04% | 0.06% | 159 | -2,500 | -15.38% | Q2 2026 | Jul 22, 2026 |
| Saxony Capital Management, LLC | History | No change | 13,750 | 126 | 0.06% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ramiah Investment Group | History | New | 13,383 | 123 | 0.09% | — | 161 | +13,383 | New | Q2 2026 | Jul 16, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 13,249 | 122 | 0.04% | 0.05% | 162 | +76 | 0.58% | Q2 2026 | Jul 22, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 12,947 | 119 | 0.0% | — | 163 | +12,947 | New | Q2 2026 | Aug 14, 2026 |
| Coastwise Capital Group, LLC | History | New | 12,917 | 119 | 0.07% | — | 164 | +12,917 | New | Q2 2026 | Jul 16, 2026 |
| Plan Group Financial, LLC | History | No change | 12,978 | 119 | 0.02% | 0.03% | 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 | Reduced | 12,698 | 117 | 0.0% | 0.01% | 168 | -955 | -6.99% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,598 | 116 | 0.0% | 0.0% | 170 | -6,982 | -35.66% | 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 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 12,672 | 116 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 12,574 | 115 | 0.02% | — | 173 | +12,574 | New | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | New | 12,574 | 115 | 0.02% | — | 174 | +12,574 | New | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 12,541 | 115 | 0.0% | 0.0% | 172 | -1,706 | -11.97% | Q2 2026 | Aug 18, 2026 |
| Dakota Wealth Management | History | Reduced | 12,300 | 113 | 0.0% | 0.0% | 175 | -3,600 | -22.64% | 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 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 12,089 | 111 | 0.01% | — | 178 | +12,089 | New | Q2 2026 | Jul 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 12,124 | 111 | 0.01% | 0.02% | 177 | +129 | 1.08% | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | Added to | 12,064 | 111 | 0.01% | 0.01% | 179 | +12 | 0.1% | Q2 2026 | Jul 28, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 11,750 | 108 | 0.03% | 0.03% | 180 | -1,500 | -11.32% | Q2 2026 | Aug 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,805 | 108 | 0.0% | 0.0% | 181 | +11 | 0.09% | 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 | New | 11,000 | 101 | 0.09% | — | 185 | +11,000 | New | Q2 2026 | Jul 20, 2026 |
| NORTHERN TRUST CORP | History | New | 10,934 | 100 | 0.0% | — | 186 | +10,934 | New | 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 | Reduced | 10,568 | 97 | 0.0% | 0.01% | 188 | -15,000 | -58.67% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,416 | 96 | 0.0% | 0.0% | 189 | -77 | -0.73% | Q2 2026 | Aug 06, 2026 |
| ProVise Management Group, LLC | History | New | 10,375 | 95 | 0.01% | — | 190 | +10,375 | New | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | New | 10,356 | 95 | 0.0% | — | 191 | +10,356 | New | 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 |
| IMA Advisory Services, Inc. | History | New | 10,000 | 92 | 0.01% | — | 194 | +10,000 | New | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,018 | 92 | 0.0% | 0.0% | 195 | -877 | -8.05% | Q2 2026 | Aug 14, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 10,000 | 92 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,535 | 78 | 0.0% | 0.0% | 196 | +3,052 | 55.66% | Q2 2026 | Jul 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 8,445 | 77 | 0.02% | 0.03% | 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% | 0.05% | 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 | Reduced | 4,200 | 38 | 0.0% | 0.0% | 205 | -523 | -11.07% | 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 |
| Global Retirement Partners, LLC | History | New | 2,963 | 27 | 0.0% | — | 208 | +2,963 | New | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,990 | 27 | 0.0% | 0.0% | 207 | -617 | -17.11% | Q2 2026 | Jul 28, 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 | Added to | 2,275 | 20 | 0.03% | 0.03% | 212 | +24 | 1.07% | 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 | New | 2,000 | 18 | 0.0% | — | 214 | +2,000 | New | Q2 2026 | Aug 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,662 | 15 | 0.0% | 0.0% | 215 | -184 | -9.97% | 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 |
| Russell Investments Group, Ltd. | History | Added to | 1,009 | 9 | 0.0% | 0.0% | 219 | +327 | 47.95% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,000 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 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 | New | 800 | 7 | 0.0% | — | 223 | +800 | New | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 828 | 7 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 748 | 6 | 0.0% | 0.0% | 225 | -7 | -0.93% | Q2 2026 | Jul 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 750 | 6 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 500 | 4 | 0.0% | — | 229 | +500 | New | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 490 | 4 | 0.0% | 0.0% | 226 | +290 | 145.0% | 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 |
| 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 | Added to | 302 | 2 | 0.0% | 0.0% | 232 | +2 | 0.67% | Q2 2026 | Jul 16, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 200 | 1 | 0.0% | 0.0% | 233 | -244 | -54.95% | 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 |
| 1607 Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -624,720 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Orca Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -153,108 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -98,140 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -37,500 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -30,100 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -27,325 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -21,984 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Narwhal Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -17,987 | -100.0% | Q2 2026 | Jul 24, 2026 |
| HARRIS ASSOCIATES L P | History | Closed out | 0 | 0 | — | 0.0% | — | -14,854 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,661 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,590 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,812 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Coordinated Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,000 | -100.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,402 | -100.0% | Q1 2026 | May 14, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,555 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,035 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -430 | -100.0% | Q2 2026 | Jul 15, 2026 |