Magellan Midstream Partners, L.P. - WEP
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Reduced | 13,268,435 | 826,888 | 7.18% | 7.42% | 1 | -2,200,750 | -14.23% | Q2 2023 | Aug 14, 2023 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,049,501 | 439,324 | 0.09% | 0.08% | 2 | +845,173 | 13.62% | Q2 2023 | May 14, 2024 |
| MORGAN STANLEY | History | Added to | 6,927,558 | 431,725 | 0.04% | 0.02% | 3 | +2,729,340 | 65.01% | Q2 2023 | Aug 14, 2023 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 6,537,133 | 407,394 | 0.25% | 0.28% | 4 | -1,199,417 | -15.5% | Q2 2023 | Aug 14, 2023 |
| Energy Income Partners, LLC | History | Reduced | 5,997,394 | 373,757 | 7.94% | 7.59% | 5 | -317,792 | -5.03% | Q2 2023 | Aug 14, 2023 |
| Blackstone Inc. | History | Added to | 5,864,051 | 365,447 | 1.56% | 0.91% | 6 | +1,758,203 | 42.82% | Q2 2023 | Aug 14, 2023 |
| JPMORGAN CHASE & CO | History | Added to | 5,033,800 | 313,706 | 0.03% | 0.01% | 7 | +3,400,925 | 208.28% | Q2 2023 | Aug 11, 2023 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 4,674,314 | 291,303 | 4.44% | 2.91% | 8 | +1,109,683 | 31.13% | Q2 2023 | Aug 14, 2023 |
| Invesco Ltd. | History | Reduced | 4,361,281 | 271,795 | 0.07% | 0.12% | 9 | -3,280,420 | -42.93% | Q2 2023 | Aug 11, 2023 |
| UBS Group AG | History | Added to | 3,927,982 | 244,791 | 0.08% | 0.06% | 10 | +791,935 | 25.25% | Q2 2023 | Aug 11, 2023 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 3,282,550 | 204,568 | 0.44% | 0.44% | 11 | -227,324 | -6.48% | Q2 2023 | Aug 10, 2023 |
| Clearbridge Investments, LLC | History | Reduced | 2,878,757 | 179,404 | 0.16% | 0.15% | 12 | -29,710 | -1.02% | Q2 2023 | Aug 11, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,270,365 | 141,489 | 0.03% | 0.02% | 13 | +735,814 | 47.95% | Q2 2023 | Aug 11, 2023 |
| CITIGROUP INC | History | Added to | 1,933,976 | 120,525 | 0.08% | 0.01% | 14 | +1,696,395 | 714.03% | Q2 2023 | Aug 10, 2023 |
| CIBC Private Wealth Group, LLC | History | Added to | 1,840,055 | 114,672 | 0.25% | 0.31% | 15 | +334,840 | 22.25% | Q2 2023 | Nov 21, 2023 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,511,149 | 94,174 | 0.01% | 0.01% | 16 | -319,974 | -17.47% | Q2 2023 | Aug 14, 2023 |
| BROOKFIELD Corp /ON/ | History | Reduced | 906,264 | 56,478 | 0.22% | 0.26% | 17 | -339,514 | -27.25% | Q2 2023 | Sep 26, 2023 |
| BARCLAYS PLC | History | Reduced | 787,168 | 49,056 | 0.03% | 0.02% | 18 | -36,349 | -4.41% | Q2 2023 | Mar 30, 2026 |
| Calamos Advisors LLC | History | Added to | 738,660 | 46,033 | 0.23% | 0.01% | 19 | +689,000 | 1387.43% | Q2 2023 | Jul 28, 2023 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 712,892 | 44,427 | 0.01% | 0.01% | 20 | -86,898 | -10.87% | Q2 2023 | Aug 15, 2023 |
| ING GROEP NV | History | New | 650,000 | 40,508 | 0.31% | — | 21 | +650,000 | New | Q2 2023 | Aug 07, 2023 |
| NATIXIS | History | Reduced | 615,120 | 38,334 | 0.31% | 0.44% | 22 | -276,736 | -31.03% | Q2 2023 | Aug 11, 2023 |
| JENNISON ASSOCIATES LLC | History | Added to | 551,942 | 34,397 | 0.03% | 0.02% | 23 | +237,857 | 75.73% | Q2 2023 | Aug 03, 2023 |
| First Eagle Investment Management, LLC | History | Reduced | 509,796 | 31,770 | 0.08% | 0.16% | 24 | -595,346 | -53.87% | Q2 2023 | Aug 09, 2023 |
| CITADEL ADVISORS LLC | History | Reduced | 472,097 | 29,421 | 0.01% | 0.01% | 25 | -355,054 | -42.92% | Q2 2023 | Aug 14, 2023 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 402,816 | 25,103 | 0.76% | 2.18% | 26 | -951,512 | -70.26% | Q2 2023 | Aug 07, 2023 |
| HighTower Advisors, LLC | History | Reduced | 378,086 | 23,546 | 0.05% | 0.08% | 27 | -320,514 | -45.88% | Q2 2023 | Aug 14, 2023 |
| LPL Financial LLC | History | Reduced | 374,123 | 23,315 | 0.02% | 0.02% | 28 | -20,299 | -5.15% | Q2 2023 | Jul 31, 2023 |
| JANE STREET GROUP, LLC | History | Added to | 362,445 | 22,587 | 0.01% | 0.0% | 29 | +323,813 | 838.2% | Q2 2023 | Aug 14, 2023 |
| ROYAL BANK OF CANADA | History | Reduced | 318,682 | 19,859 | 0.01% | 0.01% | 30 | -48,463 | -13.2% | Q2 2023 | Aug 14, 2023 |
| Capital Investment Advisors, LLC | History | Reduced | 311,788 | 19,430 | 0.59% | 0.5% | 31 | -903 | -0.29% | Q2 2023 | Jul 11, 2023 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 302,624 | 18,859 | 0.2% | — | 32 | +302,624 | New | Q2 2023 | Aug 07, 2023 |
| DEUTSCHE BANK AG\ | History | Reduced | 286,416 | 17,849 | 0.01% | 0.01% | 33 | -22,700 | -7.34% | Q2 2023 | Aug 14, 2023 |
| Chicago Partners Investment Group LLC | History | Reduced | 273,581 | 17,799 | 0.93% | 0.94% | 34 | -14,938 | -5.18% | Q2 2023 | Aug 08, 2023 |
| Maryland State Retirement & Pension System | History | Added to | 213,451 | 13,302 | 0.28% | 0.25% | 35 | +3,523 | 1.68% | Q2 2023 | Jul 11, 2023 |
| Neuberger Berman Group LLC | History | Reduced | 196,663 | 12,256 | 0.01% | 0.01% | 36 | -916 | -0.46% | Q2 2023 | Aug 11, 2023 |
| Mariner, LLC | History | Reduced | 192,789 | 12,014 | 0.03% | 0.03% | 37 | -12,454 | -6.07% | Q2 2023 | Aug 11, 2023 |
| BROWN ADVISORY INC | History | Reduced | 191,306 | 11,922 | 0.02% | 0.02% | 38 | -1,770 | -0.92% | Q2 2023 | Jul 31, 2023 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 190,234 | 11,855 | 0.29% | — | 39 | +190,234 | New | Q2 2023 | Jul 20, 2023 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 185,281 | 11,547 | 0.1% | 0.21% | 40 | -249,394 | -57.37% | Q2 2023 | Aug 11, 2023 |
| BNP PARIBAS ARBITRAGE, SNC | History | Reduced | 184,542 | 11,500 | 0.01% | 0.02% | 41 | -68,308 | -27.02% | Q2 2023 | Aug 09, 2023 |
| M&T BANK CORP | History | Reduced | 182,716 | 11,387 | 0.04% | 0.04% | 42 | -3,529 | -1.89% | Q2 2023 | Aug 09, 2023 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 182,575 | 11,378 | 0.04% | 0.04% | 43 | -5,923 | -3.14% | Q2 2023 | Aug 11, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 173,237 | 10,796 | 0.01% | 0.01% | 44 | -292 | -0.17% | Q2 2023 | Aug 11, 2023 |
| STIFEL FINANCIAL CORP | History | Reduced | 161,747 | 10,080 | 0.01% | 0.01% | 45 | -29,954 | -15.63% | Q2 2023 | Aug 14, 2023 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 159,735 | 9,954 | 0.04% | 0.03% | 46 | +24,491 | 18.11% | Q2 2023 | Aug 15, 2023 |
| FMR LLC | History | Added to | 159,483 | 9,938 | 0.0% | 0.0% | 47 | +70,492 | 79.21% | Q2 2023 | Aug 11, 2023 |
| GLENMEDE TRUST CO NA | History | No change | 177,635 | 9,638 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2023 | Aug 14, 2023 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 138,718 | 8,644 | 0.41% | 0.42% | 49 | -28,726 | -17.16% | Q2 2023 | Aug 04, 2023 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 122,472 | 7,632 | 0.32% | 0.3% | 50 | -642 | -0.52% | Q2 2023 | Aug 14, 2023 |
| MAI Capital Management | History | Reduced | 121,341 | 7,561 | 0.11% | 0.11% | 51 | -2,310 | -1.87% | Q2 2023 | Aug 02, 2023 |
| Americana Partners, LLC | History | Reduced | 121,208 | 7,553 | 0.97% | 1.15% | 52 | -12,772 | -9.53% | Q2 2023 | Jul 31, 2023 |
| US BANCORP \DE\ | History | Reduced | 120,273 | 7,495 | 0.01% | 0.01% | 53 | -9,805 | -7.54% | Q2 2023 | Aug 10, 2023 |
| OSAIC HOLDINGS, INC. | History | Reduced | 114,077 | 7,112 | 0.01% | 0.02% | 54 | -33,900 | -22.91% | Q2 2023 | Aug 21, 2023 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 112,200 | 6,992 | 0.02% | — | 55 | +112,200 | New | Q2 2023 | Aug 14, 2023 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | History | Reduced | 110,609 | 6,893 | 0.04% | 0.04% | 56 | -20,916 | -15.9% | Q2 2023 | Aug 14, 2023 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 109,203 | 6,805 | 0.1% | 0.14% | 57 | -57,185 | -34.37% | Q2 2023 | Aug 14, 2023 |
| Cerity Partners LLC | History | Reduced | 108,628 | 6,769 | 0.03% | 0.01% | 58 | -1,070 | -0.98% | Q2 2023 | Aug 14, 2023 |
| EP Wealth Advisors, LLC | History | Reduced | 7,376 | 6,680 | 0.1% | 0.02% | 59 | -4,852 | -39.68% | Q2 2023 | Aug 14, 2023 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 104,474 | 6,510 | 0.03% | 0.03% | 60 | -480 | -0.46% | Q2 2023 | Aug 01, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 103,686 | 6,461 | 17.11% | 13.24% | 61 | +466 | 0.45% | Q2 2023 | Jan 04, 2024 |
| Corient Private Wealth LLC | History | Added to | 99,882 | 6,224 | 0.01% | 0.01% | 62 | +26,827 | 36.72% | Q2 2023 | Aug 10, 2023 |
| BOKF, NA | History | No change | 99,176 | 6,180 | 0.13% | 0.11% | 63 | 0 | 0.0% | Q2 2023 | Aug 21, 2023 |
| DAVENPORT & Co LLC | History | Added to | 95,615 | 5,958 | 0.04% | 0.01% | 64 | +65,332 | 215.74% | Q2 2023 | Jul 20, 2023 |
| Creative Planning | History | Added to | 91,879 | 5,725 | 0.01% | 0.01% | 65 | +1,988 | 2.21% | Q2 2023 | Jul 21, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 87,563 | 5,457 | 0.01% | 0.01% | 66 | -12,611 | -12.59% | Q2 2023 | Aug 10, 2023 |
| Beacon Pointe Advisors, LLC | History | New | 86,185 | 5,371 | 0.09% | — | 67 | +86,185 | New | Q2 2023 | Aug 14, 2023 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 83,259 | 5,188 | 0.11% | 0.11% | 68 | -2,955 | -3.43% | Q2 2023 | Aug 08, 2023 |
| SOROS FUND MANAGEMENT LLC | History | No change | 81,700 | 5,091 | 0.08% | 0.07% | 69 | 0 | 0.0% | Q2 2023 | Aug 11, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 78,895 | 4,916 | 0.0% | 0.0% | 70 | -35,352 | -30.94% | Q2 2023 | Aug 04, 2023 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 63,163 | 3,936 | 0.02% | 0.02% | 71 | -1,625 | -2.51% | Q2 2023 | Aug 10, 2023 |
| NewEdge Advisors, LLC | History | Reduced | 63,066 | 3,930 | 0.04% | 0.05% | 72 | -3,836 | -5.73% | Q2 2023 | Aug 14, 2023 |
| D.A. DAVIDSON & CO. | History | Added to | 61,313 | 3,821 | 0.04% | 0.04% | 73 | +808 | 1.34% | Q2 2023 | Aug 11, 2023 |
| Rockefeller Capital Management L.P. | History | Reduced | 59,947 | 3,661 | 0.01% | 0.01% | 74 | -3,401 | -5.37% | Q2 2023 | Aug 14, 2023 |
| Ensign Peak Advisors, Inc | History | No change | 56,480 | 3,519 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2023 | Aug 14, 2023 |
| NORTHERN TRUST CORP | History | Reduced | 54,267 | 3,381 | 0.0% | 0.0% | 76 | -2,359 | -4.17% | Q2 2023 | Aug 11, 2023 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 53,622 | 3,341 | 0.01% | — | 77 | +53,622 | New | Q2 2023 | Aug 11, 2023 |
| Wealthspire Advisors, LLC | History | Added to | 52,652 | 3,281 | 0.05% | 0.05% | 78 | +2,002 | 3.95% | Q2 2023 | Aug 01, 2023 |
| Catalyst Capital Advisors LLC | History | Reduced | 51,538 | 3,211 | 0.09% | 0.15% | 79 | -38,225 | -42.58% | Q2 2023 | Aug 08, 2023 |
| Walleye Trading LLC | History | Reduced | 50,400 | 3,140 | 0.01% | 0.01% | 80 | -42,200 | -45.57% | Q2 2023 | Aug 14, 2023 |
| Advisors Asset Management, Inc. | History | Added to | 49,546 | 3,087 | 0.06% | 0.05% | 81 | +1,158 | 2.39% | Q2 2023 | Aug 14, 2023 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 48,157 | 3,001 | 0.07% | 0.06% | 82 | -80 | -0.17% | Q2 2023 | Aug 15, 2023 |
| TRUIST FINANCIAL CORP | History | Reduced | 45,924 | 2,861 | 0.0% | 0.01% | 83 | -20,125 | -30.47% | Q2 2023 | Aug 01, 2023 |
| Apollon Wealth Management, LLC | History | Reduced | 45,118 | 2,811 | 0.14% | 0.2% | 84 | -14,335 | -24.11% | Q2 2023 | Aug 04, 2023 |
| AMERIPRISE FINANCIAL INC | History | Added to | 44,165 | 2,752 | 0.0% | 0.0% | 85 | +9,416 | 27.1% | Q2 2023 | Aug 14, 2023 |
| FRANKLIN RESOURCES INC | History | Added to | 43,510 | 2,711 | 0.0% | 0.0% | 86 | +3,500 | 8.75% | Q2 2023 | Aug 11, 2023 |
| GABELLI FUNDS LLC | History | New | 40,500 | 2,523 | 0.02% | — | 87 | +40,500 | New | Q2 2023 | Aug 10, 2023 |
| Snowden Capital Advisors LLC | History | Reduced | 39,885 | 2,485 | 0.09% | 0.08% | 88 | -360 | -0.89% | Q2 2023 | Aug 14, 2023 |
| STEPHENS INC /AR/ | History | Reduced | 37,653 | 2,346 | 0.04% | 0.04% | 89 | -49 | -0.13% | Q2 2023 | Aug 14, 2023 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 33,314 | 2,076 | 0.01% | 0.02% | 90 | -11,265 | -25.27% | Q2 2023 | Aug 14, 2023 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 31,295 | 1,950 | 0.02% | 0.02% | 91 | -3,005 | -8.76% | Q2 2023 | Aug 03, 2023 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 30,638 | 1,909 | 0.09% | 0.09% | 92 | -4,630 | -13.13% | Q2 2023 | Aug 16, 2023 |
| BANK OF MONTREAL /CAN/ | History | Added to | 30,261 | 1,886 | 0.0% | 0.0% | 93 | +16,195 | 115.14% | Q2 2023 | Aug 02, 2023 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 29,508 | 1,838 | 0.03% | 0.03% | 94 | -484 | -1.61% | Q2 2023 | Aug 14, 2023 |
| Cetera Investment Advisers | History | Reduced | 29,172 | 1,817 | 0.02% | 0.01% | 95 | -1,179 | -3.88% | Q2 2023 | Aug 10, 2023 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 27,866 | 1,737 | 0.01% | 0.01% | 96 | -2,599 | -8.53% | Q2 2023 | Aug 14, 2023 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 26,388 | 1,644 | 0.06% | 0.06% | 97 | -728 | -2.68% | Q2 2023 | Jul 19, 2023 |
| ProShare Advisors LLC | History | Added to | 25,167 | 1,568 | 0.0% | 0.0% | 98 | +5,721 | 29.42% | Q2 2023 | Aug 10, 2023 |
| Bank of New York Mellon Corp | History | Reduced | 23,962 | 1,493 | 0.0% | 0.0% | 99 | -24,686 | -50.74% | Q2 2023 | Aug 03, 2023 |
| Prospera Financial Services Inc | History | Added to | 23,649 | 1,473 | 0.06% | 0.05% | 100 | +737 | 3.22% | Q2 2023 | Aug 08, 2023 |
| HSBC HOLDINGS PLC | History | Reduced | 23,300 | 1,450 | 0.0% | 0.0% | 101 | -2,527 | -9.78% | Q2 2023 | Aug 11, 2023 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 23,150 | 1,442 | 0.01% | 0.01% | 102 | -11,700 | -33.57% | Q2 2023 | Jul 28, 2023 |
| HB Wealth Management, LLC | History | Reduced | 22,852 | 1,424 | 0.02% | 0.02% | 103 | -71 | -0.31% | Q2 2023 | Jul 13, 2023 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,701 | 1,415 | 0.01% | 0.01% | 104 | -9,594 | -29.71% | Q2 2023 | Aug 14, 2023 |
| PINNACLE ASSOCIATES LTD | History | Added to | 22,369 | 1,394 | 0.02% | 0.02% | 105 | +15 | 0.07% | Q2 2023 | Jul 27, 2023 |
| TD Waterhouse Canada Inc. | History | Added to | 21,424 | 1,341 | 0.01% | 0.01% | 106 | +2,190 | 11.39% | Q2 2023 | Nov 13, 2023 |
| HUNTINGTON NATIONAL BANK | History | Added to | 21,211 | 1,321 | 0.01% | 0.01% | 107 | +80 | 0.38% | Q2 2023 | Aug 11, 2023 |
| Sequoia Financial Advisors, LLC | History | New | 20,758 | 1,293 | 0.02% | — | 108 | +20,758 | New | Q2 2023 | Aug 08, 2023 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20,564 | 1,281 | 0.0% | 0.0% | 109 | -400 | -1.91% | Q2 2023 | Aug 14, 2023 |
| Perigon Wealth Management, LLC | History | Reduced | 20,430 | 1,273 | 0.05% | 0.06% | 110 | -224 | -1.08% | Q2 2023 | Aug 02, 2023 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 20,000 | 1,246 | 0.02% | — | 111 | +20,000 | New | Q2 2023 | Aug 14, 2023 |
| Private Advisor Group, LLC | History | Reduced | 19,838 | 1,236 | 0.01% | 0.01% | 112 | -8,757 | -30.62% | Q2 2023 | Aug 10, 2023 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 19,300 | 1,202 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2023 | Aug 11, 2023 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 14,606 | 910 | 0.02% | 0.02% | 114 | -4,500 | -23.55% | Q2 2023 | Aug 04, 2023 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 14,067 | 876 | 0.01% | 0.01% | 115 | -2 | -0.01% | Q2 2023 | Aug 03, 2023 |
| Savant Capital, LLC | History | New | 14,015 | 873 | 0.01% | — | 116 | +14,015 | New | Q2 2023 | Aug 04, 2023 |
| Robertson Stephens Wealth Management, LLC | History | No change | 13,999 | 872 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2023 | Aug 11, 2023 |
| Diversified Trust Co | History | Added to | 13,631 | 849 | 0.03% | 0.03% | 118 | +710 | 5.49% | Q2 2023 | Jul 18, 2023 |
| Ancora Advisors, LLC | History | Reduced | 12,618 | 786 | 0.02% | 0.02% | 119 | -2,125 | -14.41% | Q2 2023 | Aug 14, 2023 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,323 | 767 | 0.03% | 0.0% | 121 | +10,029 | 437.18% | Q2 2023 | Aug 14, 2023 |
| Busey Wealth Management | History | Reduced | 12,321 | 767 | 0.03% | 0.03% | 120 | -2,025 | -14.12% | Q2 2023 | Jul 21, 2023 |
| Pacer Advisors, Inc. | History | Reduced | 12,182 | 759 | 0.0% | 0.0% | 122 | -8,761 | -41.83% | Q2 2023 | Jul 12, 2023 |
| Mutual Advisors, LLC | History | Added to | 11,129 | 693 | 0.03% | 0.02% | 123 | +1,218 | 12.29% | Q2 2023 | Jul 31, 2023 |
| OPPENHEIMER & CO INC | History | Added to | 11,113 | 692 | 0.01% | 0.01% | 124 | +762 | 7.36% | Q2 2023 | Aug 03, 2023 |
| REGIONS FINANCIAL CORP | History | Reduced | 11,100 | 691 | 0.01% | 0.01% | 125 | -5,000 | -31.06% | Q2 2023 | Aug 09, 2023 |
| Integrated Wealth Concepts LLC | History | Reduced | 11,022 | 686 | 0.01% | 0.01% | 126 | -1,105 | -9.11% | Q2 2023 | Aug 15, 2023 |
| Russell Investments Group, Ltd. | History | No change | 10,603 | 660 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2023 | Aug 10, 2023 |
| UMB Bank, n.a. | History | Reduced | 10,222 | 637 | 0.01% | 0.01% | 129 | -2,222 | -17.86% | Q2 2023 | Jul 25, 2023 |
| VANGUARD GROUP INC | History | No change | 10,234 | 637 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2023 | Aug 14, 2023 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 10,100 | 629 | 0.0% | 0.01% | 130 | -26,217 | -72.19% | Q2 2023 | Aug 14, 2023 |
| Independent Advisor Alliance | History | Reduced | 9,998 | 623 | 0.03% | 0.03% | 131 | -249 | -2.43% | Q2 2023 | Jul 28, 2023 |
| LINCOLN NATIONAL CORP | History | Added to | 9,665 | 602 | 0.01% | 0.01% | 132 | +229 | 2.43% | Q2 2023 | Aug 07, 2023 |
| MGO ONE SEVEN LLC | History | Reduced | 8,986 | 560 | 0.05% | 0.04% | 133 | -4,024 | -30.93% | Q2 2023 | Aug 11, 2023 |
| DF DENT & CO INC | History | No change | 8,876 | 553 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2023 | Aug 14, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 8,435 | 525 | 0.0% | 0.0% | 135 | +145 | 1.75% | Q2 2023 | Aug 11, 2023 |
| Chicago Capital, LLC | History | No change | 7,828 | 487 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2023 | Jul 20, 2023 |
| Spears Abacus Advisors LLC | History | No change | 7,594 | 473 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2023 | Aug 14, 2023 |
| GUGGENHEIM CAPITAL LLC | History | New | 7,366 | 459 | 0.0% | — | 138 | +7,366 | New | Q2 2023 | Aug 11, 2023 |
| Geneos Wealth Management Inc. | History | Added to | 7,207 | 449 | 0.02% | 0.01% | 139 | +4,287 | 146.82% | Q2 2023 | Aug 08, 2023 |
| Global Retirement Partners, LLC | History | Added to | 7,002 | 436 | 0.02% | 0.02% | 140 | +335 | 5.02% | Q2 2023 | Jul 20, 2023 |
| FIDUCIARY TRUST CO | History | No change | 6,972 | 434 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2023 | Aug 01, 2023 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 6,883 | 428 | 0.01% | 0.32% | 142 | -485,221 | -98.6% | Q2 2023 | Aug 03, 2023 |
| Lido Advisors, LLC | History | Added to | 6,643 | 414 | 0.0% | 0.0% | 144 | +2,041 | 44.35% | Q2 2023 | Aug 09, 2023 |
| Haverford Trust Co | History | No change | 6,650 | 414 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2023 | Aug 08, 2023 |
| FIFTH THIRD BANCORP | History | No change | 6,075 | 378 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2023 | Jul 26, 2023 |
| HM PAYSON & CO | History | No change | 6,022 | 375 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2023 | Jul 17, 2023 |
| Sigma Planning Corp | History | Reduced | 5,851 | 364 | 0.01% | 0.02% | 147 | -2,823 | -32.55% | Q2 2023 | Aug 02, 2023 |
| AE Wealth Management LLC | History | Reduced | 5,843 | 364 | 0.0% | 0.0% | 148 | -304 | -4.95% | Q2 2023 | Jul 10, 2023 |
| Modera Wealth Management, LLC | History | New | 5,791 | 360 | 0.01% | — | 149 | +5,791 | New | Q2 2023 | Aug 07, 2023 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,613 | 349 | 0.01% | 0.01% | 150 | +65 | 1.17% | Q2 2023 | Jul 18, 2023 |
| DAVIS R M INC | History | No change | 5,536 | 345 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2023 | Aug 10, 2023 |
| Evercore Wealth Management, LLC | History | No change | 5,530 | 344 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2023 | Aug 04, 2023 |
| TCG Advisory Services, LLC | History | Reduced | 5,495 | 342 | 0.06% | 0.06% | 153 | -55 | -0.99% | Q2 2023 | Aug 14, 2023 |
| WELCH & FORBES LLC | History | No change | 5,360 | 334 | 0.01% | 0.0% | 154 | 0 | 0.0% | Q2 2023 | Jul 28, 2023 |
| Advisory Services Network, LLC | History | Reduced | 5,129 | 319 | 0.01% | 0.01% | 156 | -1,303 | -20.26% | Q2 2023 | Aug 09, 2023 |
| LAIRD NORTON TRUST COMPANY, LLC | History | No change | 5,124 | 319 | 0.04% | 0.03% | 155 | 0 | 0.0% | Q2 2023 | Aug 14, 2023 |
| CENTRAL TRUST Co | History | Reduced | 5,095 | 317 | 0.01% | 0.01% | 157 | -1,070 | -17.36% | Q2 2023 | Jul 26, 2023 |
| Adviser Investments LLC | History | Added to | 4,870 | 303 | 0.01% | 0.01% | 158 | +860 | 21.45% | Q2 2023 | Aug 04, 2023 |
| FAYEZ SAROFIM & CO | History | No change | 4,776 | 297 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2023 | Aug 14, 2023 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 4,750 | 296 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2023 | Jul 07, 2023 |
| Allworth Financial LP | History | Reduced | 4,589 | 285 | 0.0% | 0.0% | 161 | -291 | -5.96% | Q2 2023 | Jul 18, 2023 |
| Walleye Capital LLC | History | New | 4,421 | 275 | 0.0% | — | 162 | +4,421 | New | Q2 2023 | Aug 14, 2023 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 4,300 | 267 | 0.01% | 0.01% | 163 | -343 | -7.39% | Q2 2023 | Jul 18, 2023 |
| IEQ CAPITAL, LLC | History | Reduced | 4,190 | 261 | 0.01% | 0.01% | 164 | -2,874 | -40.69% | Q2 2023 | Aug 08, 2023 |
| Clarkston Capital Partners, LLC | History | No change | 4,100 | 255 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2023 | Aug 07, 2023 |
| HANCOCK WHITNEY CORP | History | Reduced | 4,031 | 251 | 0.01% | 0.01% | 166 | -3 | -0.07% | Q2 2023 | Nov 13, 2023 |
| Freestone Capital Holdings, LLC | History | Added to | 4,023 | 250 | 0.01% | 0.01% | 167 | +35 | 0.88% | Q2 2023 | Aug 09, 2023 |
| Parallel Advisors, LLC | History | Reduced | 3,916 | 244 | 0.01% | 0.01% | 168 | -565 | -12.61% | Q2 2023 | May 20, 2024 |
| IFP Advisors, Inc | History | Reduced | 3,462 | 242 | 0.01% | 0.02% | 169 | -1,554 | -30.98% | Q2 2023 | Aug 14, 2023 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,894 | 242 | 0.01% | 0.01% | 170 | -353 | -8.31% | Q2 2023 | Aug 07, 2023 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,519 | 219 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2023 | Aug 07, 2023 |
| Carnegie Capital Asset Management, LLC | History | Reduced | 3,500 | 218 | 0.01% | 0.02% | 172 | -4,339 | -55.35% | Q2 2023 | Aug 04, 2023 |
| Cresset Asset Management, LLC | History | New | 3,512 | 218 | 0.0% | — | 173 | +3,512 | New | Q2 2023 | Aug 14, 2023 |
| Forum Financial Management, LP | History | New | 3,324 | 207 | 0.0% | — | 174 | +3,324 | New | Q2 2023 | Jul 26, 2023 |
| CHOREO, LLC | History | New | 3,277 | 204 | 0.01% | — | 175 | +3,277 | New | Q2 2023 | Aug 04, 2023 |
| IHT Wealth Management, LLC | History | Reduced | 3,288 | 204 | 0.01% | 0.01% | 176 | -1,053 | -24.26% | Q2 2023 | Aug 15, 2023 |
| Equitable Holdings, Inc. | History | New | 3,261 | 203 | 0.0% | — | 177 | +3,261 | New | Q2 2023 | Aug 15, 2023 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,600 | 162 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2023 | Aug 01, 2023 |
| TCTC Holdings, LLC | History | No change | 2,544 | 158 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2023 | Aug 10, 2023 |
| Ronald Blue Trust, Inc. | History | Added to | 2,717 | 147 | 0.0% | 0.0% | 180 | +80 | 3.03% | Q2 2023 | Jul 14, 2023 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 2,053 | 127 | 0.0% | 0.0% | 181 | +1,518 | 283.74% | Q2 2023 | Aug 01, 2023 |
| Farther Finance Advisors, LLC | History | No change | 2,000 | 124 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2023 | May 14, 2024 |
| WHITTIER TRUST CO | History | Added to | 1,714 | 106 | 0.0% | 0.0% | 184 | +5 | 0.29% | Q2 2023 | Jul 24, 2023 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,706 | 106 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2023 | Aug 15, 2023 |
| Gradient Investments LLC | History | No change | 798 | 49 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2023 | Jul 11, 2023 |
| SIGNATUREFD, LLC | History | No change | 738 | 45 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2023 | Aug 01, 2023 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 365 | 22 | 0.0% | 0.0% | 187 | -751 | -67.29% | Q2 2023 | Jul 26, 2023 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -847,308 | -100.0% | Q1 2023 | May 12, 2023 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.01% | — | -114,846 | -100.0% | Q1 2023 | May 15, 2023 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -49,022 | -100.0% | Q1 2023 | May 15, 2023 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -46,821 | -100.0% | Q1 2023 | Jun 01, 2023 |
| GROUP ONE TRADING, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -31,593 | -100.0% | Q1 2023 | May 12, 2023 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,022 | -100.0% | Q1 2023 | May 12, 2023 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -7,842 | -100.0% | Q1 2023 | May 12, 2023 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,335 | -100.0% | Q1 2023 | Aug 15, 2023 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,446 | -100.0% | Q1 2023 | Apr 17, 2023 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,677 | -100.0% | Q1 2023 | May 04, 2023 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,277 | -100.0% | Q1 2023 | Apr 19, 2023 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,005 | -100.0% | Q1 2023 | May 09, 2023 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2023 | May 16, 2023 |