COHEN & STEERS INFRASTRUCTURE FUND INC - UTF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
Paralel Advisors LLC History No change 2,750,000 75,872 2.93% 2.93% 1 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 2,276,748 62,815 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,971,928 54,405 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,510,646 41,678 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
McGowan Group Asset Management, Inc. History No change 1,390,745 38,370 4.66% 4.66% 5 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 929,882 25,655 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 926,277 25,555 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 904,201 24,946 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 877,718 24,216 0.47% 0.47% 9 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 728,909 20,110 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 07, 2026
SIT INVESTMENT ASSOCIATES INC History No change 483,836 13,349 0.25% 0.25% 11 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 479,412 13,228 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 437,428 12,068 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 418,188 11,537 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
SRH ADVISORS, LLC History No change 408,373 11,267 2.87% 2.87% 15 0 0.0% Q2 2026 Jul 24, 2026
AMERIPRISE FINANCIAL INC History No change 302,343 8,341 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
C2C Wealth Management, LLC History No change 276,620 7,631 5.98% 5.98% 17 0 0.0% Q2 2026 Jul 09, 2026
Kestra Advisory Services, LLC History No change 247,127 6,818 0.02% 0.02% 18 0 0.0% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History No change 241,073 6,651 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 177,564 4,898 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
Karpus Management, Inc. History No change 169,607 4,679 0.13% 0.13% 21 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 164,937 4,550 0.05% 0.05% 22 0 0.0% Q2 2026 Jul 28, 2026
TRUIST FINANCIAL CORP History No change 157,456 4,344 0.01% 0.01% 23 0 0.0% Q2 2026 Jul 28, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 148,193 4,088 1.78% 1.78% 24 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 138,627 3,824 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 12, 2026
CONNING INC. History No change 132,057 3,643 0.11% 0.11% 26 0 0.0% Q2 2026 Jul 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 128,956 3,557 0.07% 0.07% 27 0 0.0% Q2 2026 Jul 15, 2026
FIRST TRUST ADVISORS LP History No change 127,760 3,524 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 115,630 3,190 0.01% 0.01% 29 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 106,612 2,941 0.0% 0.0% 30 0 0.0% Q2 2026 Jul 29, 2026
Janney Montgomery Scott LLC History No change 97,697 2,695 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 05, 2026
Smith Asset Management Co., LLC History No change 93,866 2,589 2.04% 2.04% 32 0 0.0% Q2 2026 Jul 14, 2026
Rathbones Group PLC History No change 87,931 2,426 0.01% 0.01% 33 0 0.0% Q2 2026 Jul 23, 2026
Venture Visionary Partners LLC History Added to 97,124 2,394 0.06% 0.05% 34 +27,000 38.5% Q3 2026 Oct 07, 2026
Private Advisor Group, LLC History No change 85,029 2,345 0.01% 0.01% 35 0 0.0% Q2 2026 Jul 27, 2026
Mariner, LLC History No change 84,584 2,333 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
NWF Advisory Services Inc. History No change 82,777 2,283 0.21% 0.21% 37 0 0.0% Q2 2026 Jul 29, 2026
WEDBUSH SECURITIES INC History No change 80,008 2,207 0.06% 0.06% 38 0 0.0% Q2 2026 Jul 28, 2026
GOLDMAN SACHS GROUP INC History No change 79,513 2,193 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Advisory Advocates, LLC History No change 78,340 2,161 1.85% 1.85% 40 0 0.0% Q2 2026 Aug 10, 2026
Accel Wealth Management History No change 66,098 1,823 0.41% 0.41% 41 0 0.0% Q2 2026 Jul 10, 2026
HighTower Advisors, LLC History No change 65,806 1,815 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 05, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 62,789 1,732 0.18% 0.18% 43 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 64,907 1,679 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 58,606 1,616 0.03% 0.03% 45 0 0.0% Q2 2026 Jul 21, 2026
Aviance Capital Partners, LLC History No change 58,143 1,604 0.17% 0.17% 46 0 0.0% Q2 2026 Jul 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC History No change 58,094 1,602 0.08% 0.08% 47 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 57,017 1,573 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 12, 2026
Advisors Asset Management, Inc. History No change 53,509 1,476 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 13, 2026
PMG Family Office LLC History No change 51,453 1,419 1.31% 1.31% 50 0 0.0% Q2 2026 Jul 16, 2026
Creative Planning History No change 50,376 1,389 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 49,099 1,354 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History No change 48,680 1,343 0.34% 0.34% 53 0 0.0% Q2 2026 Aug 14, 2026
Mission Hills Financial Advisory, LLC History No change 46,108 1,272 0.56% 0.56% 54 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 45,431 1,253 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 19, 2026
Beacon Capital Management, Inc. History No change 45,000 1,241 0.08% 0.08% 56 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 43,466 1,199 0.01% 0.01% 57 0 0.0% Q2 2026 Jul 28, 2026
Cyndeo Wealth Partners, LLC History No change 41,854 1,154 0.05% 0.05% 58 0 0.0% Q2 2026 Jul 21, 2026
CSS LLC/IL History No change 41,435 1,143 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 40,907 1,128 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 03, 2026
Abel Hall, LLC History No change 40,000 1,103 0.19% 0.19% 61 0 0.0% Q2 2026 Jul 24, 2026
Almitas Capital LLC History No change 38,562 1,063 0.25% 0.25% 62 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 37,644 1,038 0.06% 0.06% 63 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 35,139 969 0.01% 0.01% 64 0 0.0% Q2 2026 Jul 15, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 34,982 965 0.0% 0.0% 65 0 0.0% Q2 2026 Sep 23, 2026
Westbourne Investment Advisors, Inc. History No change 34,600 954 0.26% 0.26% 66 0 0.0% Q2 2026 Jul 27, 2026
Symphony Financial Services, Inc. History No change 34,124 941 0.42% 0.42% 67 0 0.0% Q2 2026 Jul 22, 2026
Steward Partners Investment Advisory, LLC History No change 33,867 934 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 32,583 898 0.0% 0.0% 69 0 0.0% Q2 2026 Jul 13, 2026
AlphaStar Capital Management, LLC History No change 32,186 888 0.06% 0.06% 70 0 0.0% Q2 2026 Jul 30, 2026
Integrated Advisors Network LLC History No change 31,285 863 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 29,389 810 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 29,208 805 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 28,177 777 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 28,136 776 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 27,781 766 0.05% 0.05% 76 0 0.0% Q2 2026 Aug 04, 2026
Coastal Bridge Advisors, LLC History No change 27,655 762 0.05% 0.05% 77 0 0.0% Q2 2026 Aug 17, 2026
BENJAMIN EDWARDS INC History No change 27,591 761 0.01% 0.01% 78 0 0.0% Q2 2026 Jul 24, 2026
GUGGENHEIM CAPITAL LLC History No change 26,475 730 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 12, 2026
Certified Advisory Corp History No change 26,013 717 0.06% 0.06% 80 0 0.0% Q2 2026 Jul 16, 2026
Beacon Pointe Advisors, LLC History No change 26,024 717 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 18, 2026
Inspire Advisors, LLC History No change 25,824 712 0.05% 0.05% 82 0 0.0% Q2 2026 Aug 13, 2026
Investment Partners Asset Management, Inc. History No change 25,522 704 0.39% 0.39% 83 0 0.0% Q2 2026 Jul 24, 2026
Americana Partners, LLC History No change 25,010 690 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Partners, LTD. History No change 24,809 684 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 11, 2026
Maridea Wealth Management LLC History No change 24,826 684 0.07% 0.07% 86 0 0.0% Q2 2026 Aug 06, 2026
Z3 Capital Partners, LLC History No change 24,434 674 0.14% 0.14% 87 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisory Services, LLC History No change 23,344 644 0.04% 0.04% 88 0 0.0% Q2 2026 Jul 23, 2026
MML INVESTORS SERVICES, LLC History No change 23,070 636 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 07, 2026
Atlas Brown,Inc. History No change 22,012 607 0.16% 0.16% 90 0 0.0% Q2 2026 Jul 09, 2026
IFG Advisory, LLC History No change 21,863 603 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 13, 2026
Garden State Investment Advisory Services LLC History No change 21,739 599 0.11% 0.11% 92 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 21,409 592 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 15, 2026
Quad-Cities Investment Group, LLC History No change 21,344 588 0.21% 0.21% 94 0 0.0% Q2 2026 Jul 07, 2026
Mezzasalma Advisors, LLC History No change 21,172 584 0.12% 0.12% 95 0 0.0% Q2 2026 Aug 10, 2026
HBK Sorce Advisory LLC History No change 21,255 580 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 06, 2026
IEQ CAPITAL, LLC History No change 21,034 580 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 20,429 563 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 20, 2026
Weinberger Asset Management, Inc History No change 20,150 559 0.18% 0.18% 99 0 0.0% Q2 2026 Aug 05, 2026
SIMON QUICK ADVISORS, LLC History No change 20,242 558 0.02% 0.02% 100 0 0.0% Q2 2026 Jul 28, 2026
LexAurum Advisors, LLC History No change 20,057 553 0.06% 0.06% 101 0 0.0% Q2 2026 Jul 15, 2026
PFG Investments, LLC History No change 19,812 546 0.02% 0.02% 102 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 19,749 544 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 19,712 543 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 19,681 542 0.12% 0.12% 105 0 0.0% Q2 2026 Jul 22, 2026
Sargent Investment Group, LLC History No change 19,085 526 0.06% 0.06% 106 0 0.0% Q2 2026 Aug 11, 2026
HRT FINANCIAL LP History No change 18,679 515 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 18,638 514 0.01% 0.01% 108 0 0.0% Q2 2026 Jul 17, 2026
Calamos Advisors LLC History No change 18,278 504 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 31, 2026
North Star Investment Management Corp. History No change 17,797 491 0.03% 0.03% 110 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 17,714 488 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 17,549 484 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 12, 2026
NTV ASSET MANAGEMENT LLC History No change 17,342 478 0.05% 0.05% 113 0 0.0% Q2 2026 Aug 05, 2026
Dakota Wealth Management History No change 16,788 463 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 16,306 449 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 17, 2026
COMMERCE BANK History No change 15,738 434 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 15,721 433 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 15,228 420 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
K2 PRINCIPAL FUND, L.P. History No change 15,043 415 0.03% 0.03% 119 0 0.0% Q2 2026 Aug 07, 2026
Samalin Investment Counsel, LLC History No change 14,839 409 0.13% 0.13% 120 0 0.0% Q2 2026 Jul 27, 2026
Pekin Hardy Strauss, Inc. History No change 14,550 401 0.04% 0.04% 121 0 0.0% Q2 2026 Jul 30, 2026
Belpointe Asset Management LLC History No change 14,433 398 0.01% 0.01% 122 0 0.0% Q2 2026 Jul 31, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 14,260 393 0.1% 0.1% 123 0 0.0% Q2 2026 Jul 20, 2026
Community Bank of Raymore History No change 14,032 387 0.23% 0.23% 124 0 0.0% Q2 2026 Jul 28, 2026
SMITH, MOORE & CO. History No change 13,850 382 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 13,792 380 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 13,452 371 0.17% 0.17% 127 0 0.0% Q2 2026 Jul 29, 2026
WealthBridge Capital Management, LLC History No change 12,942 357 0.07% 0.07% 128 0 0.0% Q2 2026 Jul 24, 2026
CITADEL ADVISORS LLC History No change 12,927 356 0.0% 0.0% 129 0 0.0% Q2 2026 Sep 02, 2026
Uniting Wealth Partners, LLC History No change 12,735 351 0.07% 0.07% 130 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 12,478 344 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 17, 2026
Adalta Capital Management LLC History No change 12,260 338 0.15% 0.15% 132 0 0.0% Q2 2026 Aug 14, 2026
RDA Financial Network History No change 12,077 333 0.07% 0.07% 133 0 0.0% Q2 2026 Jul 06, 2026
Live Oak Private Wealth LLC History No change 12,075 333 0.04% 0.04% 134 0 0.0% Q2 2026 Jul 20, 2026
MGO ONE SEVEN LLC History No change 12,022 331 0.01% 0.01% 135 0 0.0% Q2 2026 Jul 31, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 11,942 329 0.03% 0.03% 136 0 0.0% Q2 2026 Jul 13, 2026
Triumph Capital Management History No change 11,860 327 0.06% 0.06% 137 0 0.0% Q2 2026 Jul 20, 2026
CHANNEL WEALTH LLC History No change 11,753 324 0.07% 0.07% 138 0 0.0% Q2 2026 Aug 04, 2026
B. Riley Wealth Advisors, Inc. History No change 11,590 322 0.02% 0.02% 139 0 0.0% Q2 2026 Jul 14, 2026
Fort Sheridan Advisors LLC History No change 11,707 322 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 11,350 313 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 22, 2026
Visionary Wealth Advisors History No change 10,926 301 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Money Management Services LLC History No change 10,891 300 0.19% 0.19% 143 0 0.0% Q2 2026 Aug 14, 2026
Shulman DeMeo Asset Management LLC History No change 10,776 297 0.06% 0.06% 144 0 0.0% Q2 2026 Jul 08, 2026
Register Financial Advisors LLC History No change 10,750 296 0.09% 0.09% 145 0 0.0% Q2 2026 Jul 15, 2026
Noble Wealth Management PBC History No change 12,000 295 0.13% 0.15% 146 0 0.0% Q3 2026 Oct 01, 2026
Main Street Financial Solutions, LLC History No change 10,628 293 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 07, 2026
Almanack Investment Partners, LLC. History No change 10,589 292 0.04% 0.04% 148 0 0.0% Q2 2026 Jul 30, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 10,609 292 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 12, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 10,409 287 0.03% 0.03% 150 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 10,287 283 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 21, 2026
FAS Wealth Partners, Inc. History No change 10,199 281 0.01% 0.01% 152 0 0.0% Q2 2026 Jul 29, 2026
Investmark Advisory Group LLC History No change 10,202 281 0.11% 0.11% 153 0 0.0% Q2 2026 Aug 07, 2026
Future Financial Wealth Managment LLC History No change 10,000 278 0.17% 0.17% 154 0 0.0% Q2 2026 Jul 24, 2026
WealthTrust Axiom LLC History No change 10,052 277 0.06% 0.06% 155 0 0.0% Q2 2026 Aug 11, 2026
STEPHENS INC /AR/ History No change 9,755 269 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 9,771 269 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 17, 2026
Sigma Planning Corp History No change 9,625 265 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 9,432 260 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 9,371 258 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 27, 2026
Integrated Wealth Concepts LLC History No change 9,272 255 0.0% 0.0% 161 0 0.0% Q2 2026 Sep 08, 2026
Arkadios Wealth Advisors History No change 9,238 254 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 10, 2026
Texas Yale Capital Corp. History No change 8,800 242 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 8,628 238 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
Saxony Capital Management, LLC History No change 8,466 233 0.11% 0.11% 165 0 0.0% Q2 2026 Jul 15, 2026
Kingsview Wealth Management, LLC History No change 8,439 232 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 18, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 8,341 230 0.03% 0.03% 167 0 0.0% Q2 2026 Jul 09, 2026
Heritage Wealth Management, Inc. History No change 8,365 230 0.06% 0.06% 168 0 0.0% Q2 2026 Jul 28, 2026
Advisor OS, LLC History No change 8,048 222 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA SECURITIES, LLC History No change 7,711 212 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 14, 2026
Tyche Wealth Partners LLC History No change 7,548 208 0.03% 0.03% 171 0 0.0% Q2 2026 Aug 06, 2026
Fusion Capital, LLC History No change 7,476 206 0.05% 0.05% 172 0 0.0% Q2 2026 Aug 05, 2026
Snowden Capital Advisors LLC History No change 7,427 204 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
Yukon Wealth Management, Inc. History No change 7,344 202 0.06% 0.06% 174 0 0.0% Q2 2026 Aug 14, 2026
FORM Wealth Advisors, LLC History No change 7,308 201 0.02% 0.02% 175 0 0.0% Q2 2026 Jul 10, 2026
Geneos Wealth Management Inc. History No change 7,238 199 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 06, 2026
Grove Bank & Trust History No change 7,200 198 0.02% 0.02% 177 0 0.0% Q2 2026 Jul 07, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 6,767 186 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History No change 6,573 181 0.02% 0.02% 179 0 0.0% Q2 2026 Jul 16, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 6,216 171 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 6,000 165 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 06, 2026
Golden State Wealth Management, LLC History No change 5,060 139 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 22, 2026
Rockefeller Capital Management L.P. History No change 5,017 138 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 4,875 134 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 10, 2026
GILL CAPITAL PARTNERS, LLC History No change 4,451 122 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 20, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 3,700 102 0.03% 0.03% 186 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 3,501 96 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 3,120 86 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 3,000 82 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 15, 2026
Cape Investment Advisory, Inc. History No change 2,918 80 0.02% 0.02% 190 0 0.0% Q2 2026 Jul 23, 2026
Allworth Financial LP History No change 2,848 78 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,380 65 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 16, 2026
AdvisorNet Financial, Inc History No change 2,250 62 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,272 62 0.0% 0.0% 194 0 0.0% Q2 2026 Jul 07, 2026
EverSource Wealth Advisors, LLC History No change 2,262 62 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 24, 2026
EASTERN BANK History No change 2,400 59 0.0% 0.0% 196 0 0.0% Q3 2026 Oct 05, 2026
Wilmington Savings Fund Society, FSB History No change 2,089 57 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History No change 2,000 55 0.0% 0.0% 198 0 0.0% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History No change 1,946 53 0.01% 0.01% 199 0 0.0% Q2 2026 Jul 20, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,900 52 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 1,842 50 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 27, 2026
Millstone Evans Group, LLC History No change 1,800 49 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 11, 2026
Salomon & Ludwin, LLC History No change 1,743 47 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 07, 2026
Allied Private Wealth LLC History No change 1,731 47 0.03% 0.03% 204 0 0.0% Q2 2026 Jul 09, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 1,672 46 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 04, 2026
Regatta Research & Money Management History No change 1,630 44 0.04% 0.04% 206 0 0.0% Q2 2026 Aug 11, 2026
Investors Research Corp History No change 1,608 39 0.01% 0.01% 207 0 0.0% Q3 2026 Oct 07, 2026
Costello Asset Management, INC History No change 1,367 37 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,276 35 0.01% 0.01% 209 0 0.0% Q2 2026 Sep 02, 2026
Colonial Trust Co / SC History No change 1,200 33 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 11, 2026
Financial Management Professionals, Inc. History No change 1,045 28 0.0% 0.0% 211 0 0.0% Q2 2026 Jul 09, 2026
IFP Advisors, Inc History No change 987 27 0.0% 0.0% 212 0 0.0% Q2 2026 Jul 20, 2026
Kilter Group LLC History No change 1,000 27 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 11, 2026
Daytona Street Capital LLC History No change 1,000 27 0.02% 0.02% 214 0 0.0% Q2 2026 Aug 03, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 900 24 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 13, 2026
Piscataqua Savings Bank History No change 829 22 0.01% 0.01% 216 0 0.0% Q2 2026 Jul 09, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 755 20 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 21, 2026
ASSETMARK, INC History No change 709 19 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 30, 2026
Ascentis Independent Advisors History No change 678 18 0.05% 0.05% 219 0 0.0% Q2 2026 Aug 04, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 595 16 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 13, 2026
Asset Dedication, LLC History No change 562 15 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 30, 2026
Atlantic Union Bankshares Corp History No change 475 13 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 485 13 0.0% 0.0% 223 0 0.0% Q2 2026 Jul 28, 2026
Community Financial Services Group, LLC History No change 500 13 0.0% 0.0% 224 0 0.0% Q2 2026 Jul 09, 2026
N.E.W. Advisory Services LLC History No change 500 13 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 06, 2026
Glen Eagle Advisors, LLC History No change 500 13 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 500 13 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 15, 2026
Russell Investments Group, Ltd. History No change 426 11 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 06, 2026
JDM Financial Group LLC History No change 418 11 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 17, 2026
JPL Wealth Management, LLC History No change 433 11 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 394 10 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 365 10 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 349 9 0.0% 0.0% 233 0 0.0% Q2 2026 Jul 14, 2026
Princeton Global Asset Management LLC History No change 350 9 0.0% 0.0% 234 0 0.0% Q2 2026 Jul 16, 2026
West Branch Capital LLC History No change 307 8 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 10, 2026
Avion Wealth History No change 304 8 0.0% 0.0% 236 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 286 7 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 250 6 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 225 6 0.0% 0.0% 239 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History No change 250 6 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 23, 2026
First PREMIER Bank History No change 200 6 0.0% 0.0% 241 0 0.0% Q2 2026 Jul 15, 2026
Fortis Group Advisors, LLC History No change 228 6 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 24, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 209 5 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 200 5 0.0% 0.0% 244 0 0.0% Q2 2026 Jul 24, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 150 4 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 152 4 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 136 4 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 139 3 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 100 2 0.0% 0.0% 249 0 0.0% Q2 2026 Jul 31, 2026
JONES FINANCIAL COMPANIES LLLP History No change 90 2 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 104 2 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 105 2 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 14, 2026
VALLEY NATIONAL ADVISERS INC History No change 45 1 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 29, 2026
JFS WEALTH ADVISORS, LLC History No change 60 1 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 10, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 25 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
BlackRock, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Downshift Financial, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 12, 2026