Oaktree Specialty Lending Corp - OCSL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP | History | No change | 7,872,199 | 93,994 | 1.3% | 1.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 3,869,484 | 46,201 | 1.22% | 1.22% | 2 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,924,437 | 34,918 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRUNI J V & CO /CO | History | No change | 2,474,804 | 29,549 | 2.7% | 2.7% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 2,401,489 | 28,673 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARES MANAGEMENT LLC | History | No change | 2,204,305 | 26,319 | 1.15% | 1.15% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 2,195,651 | 26,216 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generali Asset Management SPA SGR | History | No change | 2,080,867 | 24,845 | 0.45% | 0.45% | 8 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | No change | 2,080,105 | 24,836 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claret Asset Management Corp | History | No change | 1,670,234 | 19,943 | 2.15% | 2.15% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,054,187 | 12,586 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 752,396 | 8,979 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Melia Wealth LLC | History | No change | 729,243 | 8,707 | 5.01% | 5.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Beach Point Capital Management LP | History | No change | 453,524 | 5,415 | 2.1% | 2.1% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 450,265 | 5,376 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 366,890 | 4,380 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 340,283 | 4,062 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Muzinich & Co., Inc. | History | No change | 334,737 | 3,996 | 1.37% | 1.37% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 333,996 | 3,987 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 310,875 | 3,711 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arnhold LLC | History | No change | 297,345 | 3,550 | 0.25% | 0.25% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | No change | 293,056 | 3,499 | 0.37% | 0.37% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 289,711 | 3,459 | 1.73% | 1.73% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palliser Capital (UK) Ltd | History | No change | 270,993 | 3,235 | 1.74% | 1.74% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 247,801 | 2,958 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Port Advisors | History | No change | 247,537 | 2,955 | 0.58% | 0.58% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trexquant Investment LP | History | No change | 229,236 | 2,737 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 220,999 | 2,639 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 208,294 | 2,487 | 0.23% | 0.23% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plan Group Financial, LLC | History | No change | 202,342 | 2,415 | 0.5% | 0.5% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 188,588 | 2,251 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 185,270 | 2,212 | 0.25% | 0.25% | 32 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 181,365 | 2,165 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 176,666 | 2,109 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 170,100 | 2,030 | 1.88% | 1.88% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 159,125 | 1,900 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lido Advisors, LLC | History | No change | 156,076 | 1,863 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 150,700 | 1,799 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 150,251 | 1,793 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 139,966 | 1,671 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 138,738 | 1,656 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerberus Capital Management, L.P. | History | No change | 135,000 | 1,611 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 130,348 | 1,556 | 0.58% | 0.58% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 129,925 | 1,551 | 0.73% | 0.73% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STATE STREET CORP | History | No change | 127,068 | 1,517 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Independent Advisor Alliance | History | No change | 112,168 | 1,339 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DnB Asset Management AS | History | No change | 111,984 | 1,337 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 110,316 | 1,317 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 105,951 | 1,260 | 0.02% | 0.02% | 49 | +25 | 0.02% | Q3 2026 | Oct 01, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 100,279 | 1,197 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK INVESTMENTS L P | History | No change | 100,000 | 1,194 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| Callodine Capital Management, LP | History | No change | 100,000 | 1,194 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TT Capital Management LLC | History | No change | 91,982 | 1,098 | 0.86% | 0.86% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DENALI ADVISORS LLC | History | No change | 91,463 | 1,092 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triad Investment Management | History | No change | 88,563 | 1,057 | 1.17% | 1.17% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 87,385 | 1,043 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 84,506 | 1,009 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 80,000 | 955 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TORONTO DOMINION BANK | History | No change | 77,651 | 927 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 75,500 | 901 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewGen Asset Management Ltd | History | No change | 73,819 | 881 | 0.36% | 0.36% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 70,563 | 842 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 65,078 | 777 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 64,854 | 774 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 62,480 | 746 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 61,616 | 735 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 60,244 | 719 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 51,523 | 615 | 0.18% | 0.18% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 50,048 | 597 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 49,487 | 591 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 46,996 | 561 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 46,824 | 559 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 46,756 | 558 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 43,051 | 514 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 42,375 | 505 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 40,835 | 487 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 39,652 | 473 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Significant Wealth Partners LLC | History | No change | 38,933 | 464 | 0.5% | 0.5% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tidal Investments LLC | History | No change | 37,660 | 449 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | No change | 35,210 | 420 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 34,308 | 409 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 31,026 | 370 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 31,042 | 370 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 30,556 | 364 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 29,881 | 356 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | No change | 29,173 | 350 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 28,261 | 337 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brevan Howard Capital Management LP | History | No change | 27,869 | 332 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 27,500 | 328 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 27,066 | 323 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 26,169 | 312 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 25,567 | 305 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Advisory, LLC | History | No change | 24,911 | 297 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VARCOV Co. | History | No change | 23,393 | 279 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | No change | 22,431 | 267 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 22,151 | 264 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kaizen Financial Strategies | History | No change | 21,100 | 256 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PFG Investments, LLC | History | No change | 21,150 | 252 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 20,604 | 247 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 20,046 | 239 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 19,329 | 230 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 19,182 | 229 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 19,085 | 227 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,468 | 220 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 18,260 | 218 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 18,306 | 218 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Maple Capital Management LP | History | No change | 17,500 | 208 | 0.12% | 0.12% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 17,250 | 205 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ProShare Advisors LLC | History | No change | 16,710 | 199 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | No change | 16,700 | 199 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | No change | 16,657 | 198 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nilsine Partners, LLC | History | No change | 16,455 | 196 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 16,282 | 194 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VPR Management LLC | History | No change | 16,062 | 191 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,923 | 190 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 15,845 | 189 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 14,129 | 168 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 14,050 | 167 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Calydon Capital | History | No change | 13,880 | 165 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 12,902 | 154 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blue Line Capital, LLC / IL | History | No change | 12,792 | 152 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Essex Financial Services, Inc. | History | No change | 12,541 | 149 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HORAN Wealth, LLC | History | No change | 11,757 | 140 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Jain Global LLC | History | No change | 11,700 | 139 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 304,000 | 136 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,216 | 134 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,147 | 133 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cohen Capital Management, Inc. | History | No change | 11,103 | 132 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | No change | 10,796 | 128 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,545 | 125 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 10,007 | 119 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,570 | 90 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TrinityBridge Ltd | History | No change | 7,400 | 88 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Register Financial Advisors LLC | History | No change | 5,000 | 59 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Security National Bank | History | No change | 4,607 | 55 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,926 | 46 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,500 | 41 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 3,416 | 40 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,300 | 40 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,322 | 39 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,200 | 38 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,102 | 37 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,989 | 35 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,691 | 32 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Abound Wealth Management | History | No change | 2,577 | 30 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MTM Investment Management, LLC | History | No change | 2,500 | 29 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2,300 | 27 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | No change | 1,936 | 23 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOKF, NA | History | No change | 1,900 | 22 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,500 | 17 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 1,008 | 12 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 11 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 754 | 9 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| North Star Investment Management Corp. | History | No change | 700 | 8 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Community Bank, N.A. | History | No change | 730 | 8 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 456 | 5 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 496 | 5 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MRP Capital Investments, LLC | History | No change | 498 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 386 | 4 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 129 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 90 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ESL Trust Services, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quarry LP | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |