TORTOISE ENERGY INFRASTRUCTURE CORP - TYG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,298,404 | 55,662 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 569,271 | 24,404 | 0.19% | 0.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 452,441 | 19,396 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 390,431 | 16,737 | 0.26% | 0.26% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | No change | 338,029 | 14,491 | 1.4% | 1.4% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 286,038 | 12,262 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARD ASSOCIATES INC | History | No change | 196,455 | 8,422 | 1.87% | 1.87% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 167,891 | 7,197 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 165,345 | 7,088 | 0.59% | 0.59% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 161,872 | 6,939 | 1.66% | 1.66% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 158,400 | 6,790 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 153,967 | 6,600 | 2.21% | 2.21% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 137,849 | 5,910 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 137,223 | 5,882 | 0.39% | 0.39% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TORNO CAPITAL, LLC | History | No change | 130,000 | 5,573 | 0.16% | 0.16% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 125,793 | 5,392 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 122,657 | 5,260 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 110,102 | 4,720 | 1.66% | 1.66% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 106,305 | 4,557 | 0.22% | 0.22% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 103,961 | 4,457 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 100,275 | 4,298 | 1.32% | 1.32% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meixler Investment Management, Ltd. | History | No change | 96,803 | 4,149 | 2.29% | 2.29% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 88,590 | 3,798 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 88,337 | 3,787 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | No change | 85,000 | 3,643 | 0.18% | 0.18% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 70,170 | 3,008 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 68,825 | 2,950 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 67,256 | 2,916 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Yakira Capital Management, Inc. | History | No change | 61,881 | 2,652 | 0.76% | 0.76% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 61,023 | 2,616 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 59,756 | 2,561 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 53,610 | 2,298 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Ground Capital | History | No change | 44,800 | 1,920 | 2.3% | 2.3% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 44,601 | 1,912 | 1.87% | 1.87% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 43,329 | 1,857 | 0.19% | 0.19% | 35 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Invesco Ltd. | History | No change | 42,020 | 1,801 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 41,604 | 1,783 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 40,832 | 1,750 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 40,298 | 1,727 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 38,995 | 1,671 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 37,508 | 1,607 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 32,479 | 1,392 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 32,186 | 1,379 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kercheville Advisors, LLC | History | No change | 31,559 | 1,352 | 0.41% | 0.41% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WJ Financial Advisors LLC | History | No change | 31,301 | 1,341 | 0.99% | 0.99% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alessandra Capital Management, LLC | History | No change | 30,328 | 1,300 | 0.92% | 0.92% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 29,733 | 1,274 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 28,405 | 1,217 | 0.25% | 0.25% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 26,046 | 1,116 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ariadne Wealth Management, LP | History | No change | 25,100 | 1,076 | 0.48% | 0.48% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 24,545 | 1,052 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 22,872 | 980 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 21,542 | 923 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 21,400 | 917 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 21,384 | 916 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 21,363 | 915 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 20,209 | 866 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 20,063 | 860 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DRW Securities, LLC | History | No change | 20,000 | 857 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,979 | 856 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Research Partners LLC | History | No change | 19,427 | 832 | 0.28% | 0.28% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avior Wealth Management, LLC | History | No change | 18,852 | 808 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 18,700 | 801 | 0.5% | 0.5% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clear Street Group Inc. | History | No change | 18,000 | 771 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 17,881 | 766 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 16,326 | 699 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 16,028 | 687 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 16,017 | 686 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| XTX Topco Ltd | History | No change | 15,904 | 681 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 15,000 | 643 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 14,983 | 642 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 14,841 | 636 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concorde Asset Management, LLC | History | No change | 14,388 | 616 | 0.36% | 0.36% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Abundance Wealth Counselors | History | No change | 14,228 | 609 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 14,070 | 603 | 0.19% | 0.19% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | No change | 14,052 | 602 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | No change | 13,843 | 593 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArchPoint Investors | History | No change | 13,329 | 571 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,029 | 555 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,848 | 507 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Calamos Advisors LLC | History | No change | 11,784 | 505 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,803 | 505 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 11,576 | 496 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,262 | 482 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 10,646 | 456 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INVESTED ADVISORS | History | No change | 10,323 | 442 | 0.39% | 0.39% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 10,175 | 436 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verity Asset Management, Inc. | History | No change | 9,758 | 418 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Next Capital Management LLC | History | No change | 9,770 | 418 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | No change | 9,640 | 413 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avail Investment Partners, LLC | History | No change | 9,104 | 390 | 0.3% | 0.3% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fiduciary Alliance LLC | History | No change | 9,032 | 387 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 9,004 | 385 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MACQUARIE GROUP LTD | History | No change | 9,052 | 383 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Advisory, LLC | History | No change | 8,936 | 383 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 8,724 | 373 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 8,610 | 369 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 8,610 | 369 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 8,494 | 364 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisors, LLC | History | No change | 8,429 | 361 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 7,619 | 326 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Old Port Advisors | History | No change | 7,409 | 317 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 7,231 | 310 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 7,071 | 303 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PSI Advisors, LLC | History | No change | 7,035 | 301 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CX Institutional | History | New | 7,235 | 277 | 0.01% | — | 106 | +7,235 | New | Q3 2026 | Oct 02, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,344 | 271 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | No change | 6,198 | 265 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,120 | 262 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XML Financial, LLC | History | No change | 5,829 | 249 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Edge Capital, LLC | History | No change | 5,750 | 246 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values Added Financial LLC | History | No change | 5,716 | 245 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,581 | 239 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | No change | 5,473 | 237 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,332 | 228 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MBA Advisors LLC | History | No change | 5,280 | 226 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,249 | 225 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 4,892 | 209 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,328 | 142 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 2,200 | 94 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,126 | 91 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 2,101 | 90 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 85 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,304 | 55 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,270 | 54 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,126 | 48 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,000 | 42 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Hartford Financial Management Inc. | History | No change | 909 | 38 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 860 | 36 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 768 | 32 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 713 | 30 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 621 | 26 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Noble Wealth Management PBC | History | Added to | 550 | 21 | 0.01% | 0.01% | 133 | +107 | 24.15% | Q3 2026 | Oct 01, 2026 |
| Winthrop Capital Management, LLC | History | No change | 460 | 20 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 443 | 19 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 400 | 17 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UMB Bank, n.a. | History | No change | 384 | 16 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 383 | 16 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MCF Advisors LLC | History | No change | 356 | 15 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First PREMIER Bank | History | No change | 302 | 13 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 298 | 12 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 271 | 11 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 245 | 11 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 255 | 10 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 222 | 9 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 192 | 8 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 193 | 8 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 187 | 8 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 187 | 8 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 181 | 7 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 180 | 7 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 125 | 5 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 87 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 50 | 2 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 67 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Roble, Belko & Company, Inc | History | No change | 35 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | No change | 37 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Management Professionals, Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bogart Wealth, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Salomon & Ludwin, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Advocates LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 37 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key FInancial Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspect Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |