LIBERTY ALL STAR EQUITY FUND - USA
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 | 5,858,880 | 34,040 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,806,233 | 27,924 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 4,332,937 | 25,174 | 1.2% | 1.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | History | No change | 3,859,939 | 22,426 | 0.58% | 0.58% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,350,925 | 19,468 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Karpus Management, Inc. | History | No change | 3,271,867 | 19,009 | 0.55% | 0.55% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,198,363 | 12,772 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | No change | 2,176,489 | 12,645 | 1.22% | 1.22% | 8 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Man Group plc | History | No change | 2,112,762 | 12,275 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,661,308 | 9,652 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shaker Financial Services, LLC | History | No change | 1,646,776 | 9,567 | 3.0% | 3.0% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,557,640 | 9,050 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 1,484,739 | 8,626 | 0.75% | 0.75% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,373,425 | 7,979 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,341,706 | 7,795 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Penserra Capital Management LLC | History | No change | 1,299,730 | 7,551 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 1,046,465 | 6,079 | 0.51% | 0.51% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 1,029,320 | 5,980 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,004,531 | 5,836 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 798,342 | 4,638 | 1.11% | 1.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 793,160 | 4,608 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPO LLC | History | No change | 690,200 | 4,010 | 13.2% | 13.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 659,069 | 3,829 | 0.23% | 0.23% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COHEN & STEERS, INC. | History | No change | 645,000 | 3,747 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 616,604 | 3,582 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 585,022 | 3,398 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 573,244 | 3,331 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Logan Stone Capital, LLC | History | No change | 446,990 | 2,597 | 0.55% | 0.55% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 438,144 | 2,545 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 412,818 | 2,398 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 377,865 | 2,195 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 372,913 | 2,166 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 366,501 | 2,129 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 345,100 | 2,005 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 329,021 | 1,912 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 295,803 | 1,757 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 296,240 | 1,721 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PMG Family Office LLC | History | No change | 276,048 | 1,603 | 1.48% | 1.48% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 275,077 | 1,598 | 0.2% | 0.2% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 270,456 | 1,571 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 258,483 | 1,501 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 244,300 | 1,419 | 1.08% | 1.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 236,396 | 1,373 | 0.26% | 0.26% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 222,485 | 1,292 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSS LLC/IL | History | No change | 212,652 | 1,235 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 209,862 | 1,219 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 208,912 | 1,213 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 205,822 | 1,195 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 203,254 | 1,180 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 193,049 | 1,121 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 169,180 | 982 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 168,027 | 976 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 167,727 | 974 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 167,444 | 972 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | No change | 166,757 | 968 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 163,700 | 951 | 0.26% | 0.26% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | No change | 162,383 | 943 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 159,826 | 928 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Live Oak Private Wealth LLC | History | No change | 158,585 | 921 | 0.12% | 0.12% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prospera Financial Services Inc | History | No change | 156,103 | 907 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 154,145 | 895 | 0.87% | 0.87% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advocate Investing Services LLC | History | No change | 151,243 | 878 | 0.68% | 0.68% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisors Asset Management, Inc. | History | No change | 144,455 | 839 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 143,881 | 835 | 0.23% | 0.23% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bleakley Financial Group, LLC | History | No change | 143,862 | 835 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RB Capital Management, LLC | History | No change | 136,664 | 794 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TrueMark Investments, LLC | History | No change | 134,253 | 780 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 125,801 | 730 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 125,374 | 728 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 125,199 | 727 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 124,755 | 724 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 119,554 | 694 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 117,220 | 681 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 105,567 | 612 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 105,207 | 611 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | No change | 103,000 | 598 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 99,563 | 578 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 97,205 | 565 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Advocates, LLC | History | No change | 96,680 | 561 | 0.48% | 0.48% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 93,252 | 541 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 83,518 | 485 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 82,789 | 481 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 79,437 | 461 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 76,468 | 444 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH EFFECTS LLC | History | No change | 76,244 | 442 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | No change | 75,880 | 440 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 65,708 | 381 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | No change | 62,275 | 361 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 61,471 | 357 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Patten Group, Inc. | History | No change | 60,028 | 348 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 59,886 | 347 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coquina Private Wealth LLC | History | No change | 58,701 | 341 | 0.23% | 0.23% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kovack Advisors, Inc. | History | No change | 57,279 | 333 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 54,780 | 318 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 54,376 | 315 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Advisors,llc | History | No change | 52,492 | 304 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 51,825 | 301 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MSH Capital Advisors LLC | History | No change | 50,190 | 291 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 44,510 | 258 | 0.14% | 0.14% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avior Wealth Management, LLC | History | No change | 43,577 | 253 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 42,075 | 244 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 41,820 | 242 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 40,899 | 237 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 38,570 | 224 | 0.2% | 0.2% | 104 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NWF Advisory Services Inc. | History | No change | 38,549 | 223 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 38,369 | 222 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 37,276 | 216 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | No change | 35,436 | 205 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 34,409 | 199 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 34,018 | 197 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 33,153 | 192 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 32,893 | 191 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Altus Wealth Group LLC | History | No change | 31,769 | 184 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 31,225 | 181 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 30,524 | 177 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 30,096 | 174 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 29,838 | 173 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 28,586 | 166 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 27,893 | 162 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 27,485 | 159 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 27,327 | 158 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 26,073 | 151 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Procyon Advisors, LLC | History | No change | 25,157 | 146 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 25,000 | 145 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 24,975 | 145 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 22,767 | 132 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 22,605 | 131 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cushing Capital Partners, LLC | History | No change | 22,031 | 128 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 21,735 | 126 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 21,146 | 122 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 20,990 | 121 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUB Investment Partners, LLC | History | No change | 20,764 | 120 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | No change | 20,193 | 117 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NOMURA HOLDINGS INC | History | No change | 20,000 | 116 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 19,796 | 115 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| INGALLS & SNYDER LLC | History | No change | 19,414 | 113 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Community Bank | History | No change | 19,588 | 113 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 19,525 | 113 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Warner Group LLC | History | No change | 19,366 | 112 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 18,698 | 109 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | No change | 18,681 | 108 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 18,739 | 108 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manske Wealth Management | History | No change | 18,519 | 107 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Capital Management, LLC | History | No change | 18,184 | 105 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smith Asset Management Co., LLC | History | No change | 18,202 | 105 | 0.08% | 0.08% | 145 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 17,769 | 103 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mendel Capital Management LLC | History | No change | 17,750 | 103 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 17,650 | 102 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 17,204 | 99 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantum Private Wealth, LLC | History | No change | 16,715 | 97 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 16,495 | 95 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,346 | 94 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 16,147 | 93 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 16,174 | 93 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,760 | 93 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 16,085 | 93 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 15,915 | 92 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15,800 | 91 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,661 | 90 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Community Financial Services Group, LLC | History | No change | 15,118 | 87 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 15,000 | 87 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 15,000 | 87 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEBSTER BANK, N. A. | History | No change | 14,933 | 86 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MRA Advisory Group | History | No change | 14,633 | 85 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Concorde Asset Management, LLC | History | No change | 14,350 | 83 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,293 | 83 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 14,915 | 82 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 13,943 | 81 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 13,651 | 79 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 13,348 | 77 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 12,376 | 71 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 11,719 | 68 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,475 | 66 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,275 | 65 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 11,308 | 65 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,325 | 65 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 11,148 | 64 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bensler, LLC | History | No change | 11,019 | 64 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 11,075 | 64 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 10,851 | 63 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fiduciary Alliance LLC | History | No change | 10,897 | 63 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investmark Advisory Group LLC | History | No change | 10,710 | 62 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 10,802 | 62 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 10,339 | 60 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,433 | 60 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 10,425 | 60 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,480 | 49 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 7,595 | 45 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Crews Bank & Trust | History | No change | 7,142 | 41 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Nova Wealth Management, Inc. | History | No change | 6,363 | 36 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,151 | 35 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | No change | 4,747 | 27 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,400 | 25 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 4,236 | 24 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 3,983 | 23 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kilter Group LLC | History | No change | 4,000 | 23 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 3,867 | 22 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,920 | 16 | 0.01% | 0.01% | 200 | -500 | -14.62% | Q3 2026 | Oct 01, 2026 |
| IFP Advisors, Inc | History | No change | 2,873 | 16 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hilltop National Bank | History | No change | 2,869 | 16 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 2,745 | 15 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,330 | 13 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Community Bank, N.A. | History | No change | 2,402 | 13 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 2,400 | 13 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rossby Financial, LCC | History | No change | 2,374 | 13 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,680 | 9 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,592 | 9 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,661 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Pacific Financial | History | No change | 1,487 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 1,122 | 6 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 894 | 5 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 1,000 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aventura Private Wealth, LLC | History | No change | 712 | 4 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| United Financial Planning Group LLC | History | No change | 819 | 4 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 627 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 650 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 600 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 469 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 500 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 181 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Roble, Belko & Company, Inc | History | No change | 100 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nemes Rush Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evelyn Partners Group Ltd | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |