PROSPECT CAPITAL CORP - PSEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | History | No change | 20,534,804 | 47,435 | 1.25% | 1.25% | 1 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 14,082,619 | 32,530 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 9,685,724 | 22,374 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 6,633,748 | 15,323 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,554,415 | 10,520 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 4,032,811 | 9,335 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENDELL JEFFREY L | History | No change | 4,009,902 | 9,262 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 3,067,650 | 7,086 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 2,686,736 | 6,206 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 2,485,356 | 5,741 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | No change | 1,441,035 | 3,328 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GraniteShares Advisors LLC | History | No change | 1,094,360 | 2,527 | 1.62% | 1.62% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 919,558 | 2,124 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 84,000 | 2,100 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 762,756 | 1,761 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 718,200 | 1,659 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 709,303 | 1,638 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 656,528 | 1,539 | 0.14% | 0.14% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 594,212 | 1,372 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 592,554 | 1,368 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tactive Advisors, LLC | History | No change | 585,111 | 1,351 | 0.33% | 0.33% | 21 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 580,986 | 1,342 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 509,901 | 1,177 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 491,576 | 1,140 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 489,810 | 1,131 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 437,595 | 1,009 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GatePass Capital, LLC | History | No change | 434,050 | 1,002 | 0.38% | 0.38% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 428,612 | 990 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 398,739 | 921 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 366,298 | 846 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concorde Asset Management, LLC | History | No change | 357,400 | 838 | 0.48% | 0.48% | 31 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Brevan Howard Capital Management LP | History | No change | 356,327 | 823 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 330,236 | 762 | 0.26% | 0.26% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 325,525 | 751 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DnB Asset Management AS | History | No change | 285,456 | 659 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 282,483 | 652 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 262,607 | 606 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 253,535 | 586 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 248,996 | 575 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 241,586 | 558 | 0.17% | 0.17% | 40 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LeClair Wealth Partners LLC | History | No change | 239,061 | 552 | 0.29% | 0.29% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IMC-Chicago, LLC | History | No change | 230,976 | 533 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 229,694 | 530 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 228,091 | 526 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 220,616 | 509 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 30,000 | 492 | 0.3% | 0.3% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 201,228 | 464 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 199,998 | 462 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 194,761 | 449 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Claro Advisors Inc. | History | No change | 192,700 | 445 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Squarepoint Ops LLC | History | No change | 190,138 | 439 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 188,788 | 436 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 163,473 | 377 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 156,345 | 362 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 153,940 | 355 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 122,601 | 283 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | No change | 117,381 | 271 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | No change | 111,237 | 256 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 109,969 | 254 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 108,722 | 251 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 105,900 | 244 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 104,196 | 240 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 101,234 | 233 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 93,246 | 215 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 90,809 | 209 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 89,077 | 208 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 89,180 | 206 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 84,292 | 190 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 78,425 | 181 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DENALI ADVISORS LLC | History | No change | 77,540 | 179 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Global Investments | History | No change | 75,000 | 173 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | No change | 71,937 | 168 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 72,939 | 168 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kathmere Capital Management, LLC | History | No change | 69,462 | 160 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| M&T BANK CORP | History | No change | 69,179 | 159 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ProShare Advisors LLC | History | No change | 69,007 | 159 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Headlands Technologies LLC | History | No change | 61,887 | 142 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 59,090 | 136 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 59,040 | 136 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 55,306 | 127 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 55,306 | 127 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthfront Advisers LLC | History | No change | 52,683 | 121 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XML Financial, LLC | History | No change | 52,149 | 120 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 48,995 | 113 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 47,412 | 109 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 46,845 | 108 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 45,496 | 105 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 45,279 | 104 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RMR Wealth Builders | History | No change | 44,938 | 103 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Csenge Advisory Group | History | No change | 42,460 | 98 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 41,549 | 96 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 40,632 | 93 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 40,215 | 92 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 37,103 | 85 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 36,685 | 84 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 34,599 | 82 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 34,137 | 78 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 34,070 | 78 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 33,400 | 77 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 31,741 | 73 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Retirement Planning Group, LLC | History | No change | 29,817 | 68 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 29,198 | 67 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WMG Financial Advisors, LLC | History | No change | 27,950 | 64 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Garner Asset Management Corp | History | No change | 27,700 | 63 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 27,606 | 63 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 26,423 | 62 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 26,334 | 60 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,783 | 59 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| US BANCORP \DE\ | History | No change | 25,408 | 58 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 25,335 | 58 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 25,000 | 57 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 24,798 | 57 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jain Global LLC | History | No change | 22,828 | 52 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 23,542 | 51 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Next Level Private LLC | History | No change | 22,011 | 50 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 21,001 | 48 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20,773 | 47 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regal Investment Advisors LLC | History | No change | 20,266 | 46 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 20,000 | 46 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | No change | 19,426 | 44 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 19,271 | 44 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Alaska, Department of Revenue | History | No change | 18,642 | 43 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 19,027 | 43 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWA Asset Management Group, LLC | History | No change | 18,405 | 42 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Significant Wealth Partners LLC | History | No change | 17,754 | 41 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Regatta Research & Money Management | History | No change | 18,098 | 41 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 17,421 | 40 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GTS SECURITIES LLC | History | No change | 17,314 | 39 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 16,970 | 39 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 15,667 | 36 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 15,861 | 36 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 15,300 | 35 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WINTON GROUP Ltd | History | No change | 15,200 | 35 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 14,735 | 34 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 15,034 | 34 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MAYPORT, LLC | History | No change | 15,070 | 34 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,611 | 33 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modern Wealth Management, LLC | History | No change | 14,200 | 32 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 13,426 | 31 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 13,336 | 30 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tyche Wealth Partners LLC | History | No change | 13,418 | 30 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 12,352 | 29 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 12,959 | 29 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 12,000 | 28 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Navalign, LLC | History | No change | 12,299 | 28 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 11,558 | 26 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,987 | 25 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Blueshift Asset Management, LLC | History | No change | 11,024 | 25 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 10,624 | 24 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,490 | 24 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Traynor Capital Management, Inc. | History | No change | 10,711 | 24 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Independent Advisor Alliance | History | No change | 10,282 | 23 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corsicana & Co. | History | No change | 10,000 | 23 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Flagship Capital Management Inc. | History | No change | 10,000 | 23 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 9,162 | 21 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 8,630 | 19 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 7,500 | 17 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,212 | 16 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 7,157 | 16 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,664 | 15 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 5,790 | 13 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,444 | 12 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,372 | 12 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avion Wealth | History | No change | 5,372 | 12 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,932 | 11 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,023 | 11 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,014 | 11 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Capital Management | History | No change | 5,000 | 11 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,074 | 11 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,648 | 10 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 4,477 | 10 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,174 | 9 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 4,000 | 9 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 4,000 | 9 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,800 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | No change | 3,729 | 8 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 3,121 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 2,750 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,886 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 2,891 | 6 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | New | 2,500 | 5 | 0.0% | — | 182 | +2,500 | New | Q3 2026 | Oct 07, 2026 |
| Elequin Capital, LP | History | No change | 2,451 | 5 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 2,145 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,424 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| West Branch Capital LLC | History | No change | 1,638 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,500 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 1,600 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS | History | No change | 1,017 | 2 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,200 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,009 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Triumph Capital Management | History | No change | 750 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 450 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RMG Wealth Management LLC | History | No change | 836 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 559 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quarry LP | History | No change | 860 | 1 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 638 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 837 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 595 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 490 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DANSKE BANK A/S | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smithfield Trust Co | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 147 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Heritage Wealth Advisors | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| American Capital Advisory, LLC | History | No change | 204 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop National Bank | History | No change | 380 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |