Home › Stocks › BXSL › All Fund Holders
BXSL — BLACKSTONE SECD LENDING FD · All Fund Holders
Funds holding (latest): 366 · Reported value held: $2.10B
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 6.36M | $150.76M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 5.63M | $133.58M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 5.13M | $121.54M | 0.05% | Add |
| VAN ECK ASSOCIATES CORP history | Q2 2026 | 4.16M | $98.67M | 0.06% | New |
| STRS OHIO history | Q2 2026 | 4.00M | $94.84M | 0.35% | New |
| Ensign Peak Advisors, Inc history | Q2 2026 | 3.30M | $78.13M | 0.13% | New |
| Blackstone Inc. history | Q2 2026 | 3.21M | $76.03M | 0.25% | New |
| NOMURA ASSET MANAGEMENT CO LTD history | Q2 2026 | 3.15M | $74.79M | 0.16% | New |
| Generali Asset Management SPA SGR history | Q2 2026 | 2.60M | $61.71M | 1.11% | New |
| OMERS ADMINISTRATION Corp history | Q2 2026 | 2.22M | $52.56M | 0.31% | New |
| Wells Fargo & Co history | Q2 2026 | 1.99M | $47.27M | 0.02% | Reduce |
| Sound Income Strategies, LLC history | Q2 2026 | 1.82M | $43.16M | 1.94% | New |
| JPMorgan Chase & Co history | Q2 2026 | 1.50M | $36.95M | 0.00% | New |
| ROYAL BANK OF CANADA history | Q2 2026 | 1.50M | $35.59M | 0.02% | New |
| Creative Planning history | Q2 2026 | 1.29M | $30.56M | 0.02% | New |
| Cresset Asset Management, LLC history | Q2 2026 | 1.17M | $28.71M | 0.17% | New |
| Muzinich & Co., Inc. history | Q2 2026 | 1.20M | $28.39M | 9.70% | New |
| HighTower Advisors, LLC history | Q2 2026 | 1.11M | $26.39M | 0.03% | New |
| Goldman Sachs Group history | Q2 2026 | 1.07M | $25.34M | 0.01% | Add |
| Lunate Capital Ltd history | Q2 2026 | 1.00M | $23.73M | 12.11% | New |
| Russell Investments Group, Ltd. history | Q2 2026 | 998.71K | $23.68M | 0.02% | New |
| Marshall Wace history | Q3 2025 | 869.96K | $22.68M | 0.02% | Add |
| Sumitomo Mitsui Trust Group, Inc. history | Q2 2026 | 901.35K | $21.37M | 0.01% | New |
| ARES MANAGEMENT LLC history | Q2 2026 | 895.69K | $21.24M | 0.94% | New |
| Soros Fund Management history | Q1 2026 | 867.50K | $20.55M | 0.24% | New |
| Progeny 3, Inc. history | Q2 2026 | 772.16K | $18.31M | 0.94% | New |
| Altshuler Shaham Ltd history | Q2 2026 | 750.00K | $17.78M | 0.24% | New |
| BlackRock Inc history | Q2 2026 | 745.20K | $17.67M | 0.00% | Reduce |
| Clarity Financial LLC history | Q2 2026 | 718.14K | $17.03M | 1.59% | New |
| Two Sigma Investments history | Q2 2026 | 714.51K | $16.94M | 0.03% | Add |
| D. E. Shaw & Co history | Q2 2026 | 699.95K | $16.60M | 0.01% | Add |
| D. E. Shaw & Co., Inc. history | Q2 2026 | 699.95K | $16.60M | 0.02% | New |
| Baillie Gifford & Co history | Q1 2025 | 505.23K | $16.35M | 0.01% | Add |
| LPL Financial LLC history | Q2 2026 | 686.87K | $16.29M | 0.01% | New |
| RAYMOND JAMES FINANCIAL INC history | Q2 2026 | 656.40K | $15.56M | 0.01% | New |
| Rockefeller Capital Management L.P. history | Q2 2026 | 622.20K | $14.75M | 0.02% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 588.12K | $13.94M | 0.00% | Add |
| Allen Investment Management, LLC history | Q2 2026 | 579.65K | $13.74M | 0.16% | New |
| Janney Montgomery Scott LLC history | Q2 2026 | 570.80K | $13.53M | 0.03% | New |
| AMERIPRISE FINANCIAL INC history | Q2 2026 | 567.30K | $13.45M | 0.00% | New |
| Franklin Resources history | Q2 2026 | 512.14K | $12.14M | 0.00% | Reduce |
| Border to Coast Pensions Partnership Ltd history | Q2 2026 | 500.00K | $11.85M | 0.17% | New |
| BROWN BROTHERS HARRIMAN & CO history | Q2 2026 | 472.52K | $11.20M | 0.05% | New |
| ENVESTNET ASSET MANAGEMENT INC history | Q2 2026 | 460.16K | $10.91M | 0.00% | New |
| Cetera Investment Advisers history | Q2 2026 | 458.48K | $10.87M | 0.01% | New |
| Global Strategic Investment Solutions, LLC history | Q2 2026 | 410.88K | $9.74M | 0.87% | New |
| All Terrain Financial Advisors, LLC history | Q2 2026 | 389.92K | $9.25M | 2.37% | New |
| John & Kathleen Schreiber Foundation history | Q2 2026 | 381.58K | $9.05M | 9.45% | New |
| Columbus Macro, LLC history | Q2 2026 | 372.29K | $8.83M | 0.86% | New |
| QTR Family Wealth, LLC history | Q2 2026 | 362.38K | $8.59M | 2.99% | New |
| GCM Grosvenor Holdings, LLC history | Q2 2026 | 350.00K | $8.30M | 0.36% | New |
| LaFleur & Godfrey LLC history | Q2 2026 | 277.93K | $6.59M | 0.78% | New |
| AlphaCore Capital LLC history | Q2 2026 | 275.51K | $6.53M | 0.13% | New |
| OSAIC HOLDINGS, INC. history | Q2 2026 | 273.17K | $6.48M | 0.01% | New |
| Lido Advisors, LLC history | Q2 2026 | 251.45K | $6.13M | 0.04% | New |
| Prota Financial, LLC history | Q3 2026 | 245.24K | $5.87M | 3.75% | Add |
| Focus Partners Wealth history | Q2 2026 | 244.89K | $5.82M | 0.01% | New |
| Sanctuary Advisors, LLC history | Q2 2026 | 241.98K | $5.74M | 0.03% | New |
| Perissos Private Wealth Management, LLC history | Q2 2026 | 236.29K | $5.60M | 3.78% | New |
| HRT FINANCIAL LP history | Q2 2026 | 234.39K | $5.56M | 0.02% | New |
| SFMG, LLC history | Q2 2026 | 231.53K | $5.49M | 0.36% | New |
| M&G Plc history | Q2 2026 | 225.00K | $5.40M | 0.03% | New |
| SHIKIAR ASSET MANAGEMENT INC history | Q2 2026 | 212.50K | $5.04M | 1.27% | New |
| Quadrant Private Wealth Management, LLC history | Q2 2026 | 198.07K | $4.85M | 1.08% | New |
| Steward Partners Investment Advisory, LLC history | Q2 2026 | 203.56K | $4.83M | 0.03% | New |
| Ilex Capital Partners (UK) LLP history | Q2 2026 | 198.14K | $4.70M | 0.10% | New |
| Venture Visionary Partners LLC history | Q3 2026 | 194.10K | $4.65M | 0.17% | Add |
| DENALI ADVISORS LLC history | Q2 2026 | 191.02K | $4.53M | 0.46% | New |
| QVT Financial LP history | Q2 2026 | 187.23K | $4.44M | 0.26% | New |
| OLD SECOND NATIONAL BANK OF AURORA history | Q2 2026 | 175.47K | $4.16M | 0.78% | New |
| Mariner, LLC history | Q2 2026 | 174.94K | $4.15M | 0.00% | New |
| Callodine Capital Management, LP history | Q2 2026 | 169.80K | $4.03M | 0.27% | New |
| STIFEL FINANCIAL CORP history | Q2 2026 | 165.64K | $3.93M | 0.00% | New |
| Naviter Wealth, LLC history | Q2 2026 | 160.29K | $3.92M | 0.36% | New |
| JUPITER ASSET MANAGEMENT LTD history | Q2 2026 | 165.97K | $3.86M | 0.02% | New |
| JANE STREET GROUP, LLC history | Q2 2026 | 160.20K | $3.80M | 0.00% | New |
| Americana Partners, LLC history | Q2 2026 | 157.74K | $3.74M | 0.08% | New |
| Cambridge Investment Research Advisors, Inc. history | Q2 2026 | 155.91K | $3.70M | 0.01% | New |
| ELEVATION POINT WEALTH PARTNERS, LLC history | Q2 2026 | 147.24K | $3.60M | 0.07% | New |
| Amplius Wealth Advisors, LLC history | Q2 2026 | 146.34K | $3.47M | 0.25% | New |
| Arkadios Wealth Advisors history | Q2 2026 | 143.33K | $3.40M | 0.06% | New |
| Vestmark Advisory Solutions, Inc. history | Q2 2026 | 142.24K | $3.37M | 0.03% | New |
| Baird Financial Group, Inc. history | Q2 2026 | 141.35K | $3.35M | 0.01% | New |
| TRANSCEND CAPITAL ADVISORS, LLC history | Q2 2026 | 139.08K | $3.30M | 0.23% | New |
| Williams Jones Wealth Management, LLC. history | Q2 2026 | 139.04K | $3.30M | 0.04% | New |
| MAGNOLIA CAPITAL ADVISORS LLC history | Q2 2026 | 137.15K | $3.25M | 0.56% | New |
| Avidian Wealth Enterprises, LLC history | Q3 2026 | 132.35K | $3.17M | 0.11% | Add |
| Parkwood LLC history | Q2 2026 | 127.64K | $3.03M | 0.22% | New |
| Waterloo Capital, L.P. history | Q2 2026 | 127.61K | $3.03M | 0.17% | New |
| Schonfeld Strategic Advisors LLC history | Q2 2026 | 126.73K | $3.00M | 0.02% | New |
| CONFLUENCE INVESTMENT MANAGEMENT LLC history | Q3 2026 | 122.54K | $2.94M | 0.05% | Reduce |
| Whipplewood Advisors, LLC history | Q2 2026 | 121.44K | $2.88M | 1.94% | New |
| Cornerstone Advisory, LLC history | Q2 2026 | 116.74K | $2.77M | 0.24% | New |
| Institute for Wealth Management, LLC. history | Q2 2026 | 115.77K | $2.74M | 0.25% | New |
| Pine Valley Investments Ltd Liability Co history | Q2 2026 | 115.49K | $2.74M | 0.14% | New |
| Summit Financial, LLC history | Q2 2026 | 107.15K | $2.62M | 0.03% | New |
| MAI Capital Management history | Q2 2026 | 106.86K | $2.59M | 0.02% | New |
| Sequoia Financial Advisors, LLC history | Q2 2026 | 109.39K | $2.59M | 0.02% | New |
| ArchPoint Investors history | Q2 2026 | 105.30K | $2.58M | 0.55% | New |
| BLAIR WILLIAM & CO/IL history | Q2 2026 | 107.98K | $2.56M | 0.01% | New |
| Ethos Financial Group, LLC history | Q2 2026 | 108.43K | $2.51M | 0.18% | New |
| INDEPENDENT FINANCIAL GROUP, LLC history | Q2 2026 | 104.48K | $2.48M | 0.05% | New |
| Global Retirement Partners, LLC history | Q2 2026 | 103.94K | $2.46M | 0.04% | New |
| Guilbault Capital LLC history | Q2 2026 | 102.42K | $2.43M | 2.44% | New |
| Citadel Advisors history | Q2 2026 | 101.27K | $2.40M | 0.00% | Reduce |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. history | Q2 2026 | 100.49K | $2.38M | 0.64% | New |
| Providence Capital Advisors, LLC history | Q2 2026 | 100.30K | $2.38M | 0.36% | New |
| HBK INVESTMENTS L P history | Q2 2026 | 100.00K | $2.37M | 0.03% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP history | Q2 2026 | 94.46K | $2.24M | 0.00% | New |
| BigSur Wealth Management LLC history | Q2 2026 | 90.15K | $2.21M | 0.53% | New |
| Osbon Capital Management LLC history | Q2 2026 | 93.02K | $2.21M | 1.73% | New |
| Lazard Asset Management history | Q2 2026 | 87.59K | $2.08M | 0.00% | Reduce |
| LAZARD ASSET MANAGEMENT LLC history | Q2 2026 | 87.59K | $2.08M | 0.00% | New |
| UMB Bank, n.a. history | Q2 2026 | 87.26K | $2.07M | 0.03% | New |
| Embree Financial Group history | Q2 2026 | 86.67K | $2.05M | 0.21% | New |
| OpenArc Corporate Advisory, LLC history | Q2 2026 | 86.01K | $2.04M | 0.02% | New |
| Register Financial Advisors LLC history | Q2 2026 | 85.24K | $2.02M | 0.62% | New |
| Cerity Partners LLC history | Q2 2026 | 82.91K | $1.97M | 0.00% | New |
| Apeiron RIA LLC history | Q3 2026 | 81.21K | $1.94M | 0.44% | Add |
| BNY Mellon history | Q2 2026 | 81.39K | $1.93M | 0.00% | Hold |
| Stronghold Wealth Management L.L.C. history | Q2 2026 | 81.06K | $1.92M | 2.57% | New |
| Legacy Wealth Advisors, LLC history | Q2 2026 | 79.98K | $1.90M | 0.82% | New |
| Icon Wealth Advisors, LLC history | Q2 2026 | 76.04K | $1.80M | 0.11% | New |
| Truvestments Capital LLC history | Q2 2026 | 72.72K | $1.72M | 0.26% | New |
| GFS Advisors, LLC history | Q2 2026 | 2.90K | $1.70M | 0.19% | New |
| Invesco Ltd history | Q2 2026 | 71.22K | $1.69M | 0.00% | Reduce |
| Indivisible Partners history | Q2 2026 | 69.02K | $1.64M | 0.09% | New |
| SMITH, MOORE & CO. history | Q2 2026 | 68.36K | $1.62M | 0.10% | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC history | Q2 2026 | 68.39K | $1.57M | 0.03% | New |
| Diversify Advisory Services, LLC history | Q2 2026 | 68.39K | $1.57M | 0.03% | New |
| IMC-Chicago, LLC history | Q2 2026 | 66.30K | $1.57M | 0.00% | New |
| CIBC WORLD MARKET INC. history | Q2 2026 | 66.08K | $1.57M | 0.00% | New |
| Belpointe Asset Management LLC history | Q2 2026 | 65.77K | $1.56M | 0.05% | New |
| Bramshill Investments, LLC history | Q2 2026 | 61.71K | $1.46M | 0.11% | New |
| Hedeker Wealth, LLC history | Q2 2026 | 61.58K | $1.46M | 0.28% | New |
| Bayshore Capital Advisors, LLC history | Q2 2026 | 60.89K | $1.44M | 0.67% | New |
| Fiduciary Group, LLC history | Q2 2026 | 59.76K | $1.42M | 0.11% | New |
| XTX Topco Ltd history | Q2 2026 | 59.57K | $1.41M | 0.02% | New |
| Pathstone Holdings, LLC history | Q2 2026 | 59.38K | $1.41M | 0.00% | New |
| FIDUCIARY TRUST CO history | Q2 2026 | 58.94K | $1.40M | 0.01% | New |
| Sterling Investment Advisors, Ltd. history | Q2 2026 | 58.92K | $1.40M | 0.23% | New |
| Cyndeo Wealth Partners, LLC history | Q2 2026 | 58.10K | $1.38M | 0.07% | New |
| River Street Advisors LLC history | Q2 2026 | 56.77K | $1.35M | 0.40% | New |
| Proficio Capital Partners LLC history | Q2 2026 | 56.56K | $1.34M | 0.05% | New |
| CFO4Life Group, LLC history | Q2 2026 | 56.19K | $1.33M | 0.18% | New |
| Spire Wealth Management history | Q2 2026 | 54.62K | $1.30M | 0.04% | New |
| Fortis Capital Advisors, LLC history | Q2 2026 | 54.34K | $1.29M | 0.14% | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV history | Q2 2026 | 54.09K | $1.28M | 0.06% | New |
| Generali Investments CEE, investicni spolecnost, a.s. history | Q2 2026 | 52.94K | $1.26M | 0.09% | New |
| Mesirow Financial Investment Management, Inc. history | Q2 2026 | 51.67K | $1.23M | 0.02% | New |
| HSBC HOLDINGS PLC history | Q2 2026 | 51.25K | $1.22M | 0.00% | New |
| Adams Asset Advisors, LLC history | Q3 2026 | 50.17K | $1.20M | 0.12% | Hold |
| Evercore Wealth Management, LLC history | Q2 2026 | 50.30K | $1.19M | 0.02% | New |
| TUDOR INVESTMENT CORP ET AL history | Q2 2026 | 50.00K | $1.19M | 0.01% | New |
| NewEdge Advisors, LLC history | Q2 2026 | 49.14K | $1.17M | 0.00% | New |
| Farther Finance Advisors, LLC history | Q3 2026 | 46.95K | $1.13M | 0.01% | Reduce |
| BROWN ADVISORY INC history | Q2 2026 | 47.45K | $1.13M | 0.00% | New |
| Point72 Asset Management history | Q4 2025 | 42.08K | $1.11M | 0.00% | New |
| SIMON QUICK ADVISORS, LLC history | Q2 2026 | 45.93K | $1.09M | 0.04% | New |
| Jump Financial, LLC history | Q2 2026 | 45.53K | $1.08M | 0.01% | New |
| Ridgeline Wealth Planning, LLC history | Q2 2026 | 45.26K | $1.07M | 0.68% | New |
| Beacon Pointe Advisors, LLC history | Q2 2026 | 43.16K | $1.02M | 0.01% | New |
| Marble Wealth, LLC history | Q2 2026 | 42.81K | $1.02M | 0.15% | New |
| DELPHI MANAGEMENT INC /MA/ history | Q2 2026 | 42.77K | $1.01M | 0.99% | New |
| AVISO WEALTH MANAGEMENT history | Q2 2026 | 42.63K | $1.01M | 0.34% | New |
| TT Capital Management LLC history | Q2 2026 | 41.35K | $980.41K | 0.76% | New |
| Joseph P. Lucia & Associates, LLC history | Q2 2026 | 38.98K | $951.24K | 0.29% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history | Q2 2026 | 40.22K | $942.84K | 0.00% | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. history | Q2 2026 | 38.22K | $935.58K | 0.03% | New |
| International Private Wealth Advisors LLC history | Q2 2026 | 39.30K | $931.71K | 0.48% | New |
| Tempus Wealth Planning, LLC history | Q2 2026 | 39.01K | $924.81K | 0.18% | New |
| Wellington Shields & Co., LLC history | Q2 2026 | 38.67K | $916.80K | 0.20% | New |
| TRUIST FINANCIAL CORP history | Q2 2026 | 38.46K | $911.97K | 0.00% | New |
| HB Wealth Management, LLC history | Q2 2026 | 38.46K | $911.88K | 0.01% | New |
| Neuberger Berman Group LLC history | Q2 2026 | 38.08K | $902.88K | 0.00% | New |
| Ameritas Advisory Services, LLC history | Q2 2026 | 37.07K | $878.92K | 0.02% | New |
| &PARTNERS history | Q2 2026 | 36.49K | $865.12K | 0.00% | New |
| Equitable Holdings, Inc. history | Q2 2026 | 36.32K | $861.09K | 0.01% | New |
| BBR PARTNERS, LLC history | Q2 2026 | 35.95K | $852.46K | 0.04% | New |
| CAPSTONE INVESTMENT ADVISORS, LLC history | Q2 2026 | 34.44K | $816.64K | 0.01% | New |
| CAPITAL FUND MANAGEMENT S.A. history | Q2 2026 | 33.04K | $783.28K | 0.01% | New |
| Cornerstone Wealth Management, LLC history | Q2 2026 | 32.82K | $778.13K | 0.03% | New |
| BANK OF MONTREAL /CAN/ history | Q2 2026 | 32.40K | $768.19K | 0.00% | New |
| CHOREO, LLC history | Q2 2026 | 32.19K | $763.43K | 0.01% | New |
| IEQ CAPITAL, LLC history | Q2 2026 | 31.92K | $756.86K | 0.00% | New |
| Investment Partners Asset Management, Inc. history | Q2 2026 | 31.73K | $752.22K | 0.47% | New |
| Summit Global Investments history | Q2 2026 | 31.36K | $743.00K | 0.04% | New |
| COMMONWEALTH EQUITY SERVICES, LLC history | Q2 2026 | 31.26K | $741.15K | 0.00% | New |
| Regatta Research & Money Management history | Q2 2026 | 30.85K | $731.38K | 0.69% | New |
| Triumph Capital Management history | Q2 2026 | 30.18K | $715.59K | 0.13% | New |
| Platform Technology Partners history | Q2 2026 | 29.92K | $709.49K | 0.12% | New |
| Perigon Wealth Management, LLC history | Q2 2026 | 29.21K | $692.64K | 0.01% | New |
| Werba Rubin Papier Wealth Management history | Q2 2026 | 29.15K | $691.14K | 0.08% | New |
| KCM INVESTMENT ADVISORS LLC history | Q2 2026 | 29.00K | $687.59K | 0.02% | New |
| LM Advisors LLC history | Q2 2026 | 27.22K | $666.00K | 0.08% | New |
| TD Waterhouse Canada Inc. history | Q2 2026 | 27.41K | $654.26K | 0.00% | New |
| Kestra Advisory Services, LLC history | Q2 2026 | 27.59K | $654.10K | 0.00% | New |
| Capstone Wealth Management Group, Inc. history | Q2 2026 | 27.45K | $650.84K | 0.39% | New |
| HUB Investment Partners, LLC history | Q2 2026 | 27.29K | $647.05K | 0.02% | New |
| Rathbones Group PLC history | Q2 2026 | 27.00K | $640.17K | 0.00% | New |
| Valeo Financial Advisors, LLC history | Q3 2026 | 26.05K | $624.74K | 0.02% | Add |
| COMPASS FINANCIAL MANAGEMENT LLC history | Q2 2026 | 26.08K | $619.74K | 0.09% | New |
| BASSO CAPITAL MANAGEMENT, L.P. history | Q2 2026 | 25.94K | $615.04K | 0.15% | New |
| GUGGENHEIM CAPITAL LLC history | Q2 2026 | 25.65K | $608.09K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 25.15K | $596.40K | 0.00% | Reduce |
| AQR CAPITAL MANAGEMENT LLC history | Q2 2026 | 25.15K | $596.40K | 0.00% | New |
| Joel Isaacson & Co., LLC history | Q2 2026 | 24.38K | $578.05K | 0.02% | New |
| Millennium Capital Advisors, LLC history | Q2 2026 | 24.16K | $572.90K | 0.31% | New |
| HIGHLINE WEALTH PARTNERS LLC history | Q2 2026 | 24.10K | $571.36K | 0.12% | New |
| FIFTH THIRD BANCORP history | Q2 2026 | 23.91K | $566.88K | 0.00% | New |
| NOMURA HOLDINGS INC history | Q2 2026 | 23.67K | $561.19K | 0.00% | New |
| Millennium Management history | Q2 2026 | 23.50K | $557.18K | 0.00% | Reduce |
| MILLENNIUM MANAGEMENT LLC history | Q2 2026 | 23.50K | $557.18K | 0.00% | New |
| Quantbot Technologies LP history | Q2 2026 | 23.30K | $552.51K | 0.02% | New |
| EVERPAR ADVISORS LLC history | Q2 2026 | 23.18K | $549.47K | 0.16% | New |
| Moors & Cabot, Inc. history | Q2 2026 | 23.03K | $546.09K | 0.02% | New |
| COLUMBIA ADVISORY PARTNERS LLC history | Q2 2026 | 22.93K | $543.67K | 0.30% | New |
| CIDEL ASSET MANAGEMENT INC history | Q2 2026 | 22.60K | $535.85K | 0.03% | New |
| Pinnacle Financial Partners, Inc. history | Q2 2026 | 22.41K | $531.34K | 0.00% | New |
| Wealthspire Advisors, LLC history | Q2 2026 | 22.14K | $524.99K | 0.00% | New |
| Empowered Funds, LLC history | Q2 2026 | 21.94K | $520.27K | 0.00% | New |
| Closed-End Fund Advisors, Inc. history | Q2 2026 | 21.78K | $516.50K | 0.51% | New |
| United Advisor Group, LLC history | Q2 2026 | 21.71K | $514.67K | 0.06% | New |
| CIBC Bancorp USA Inc. history | Q2 2026 | 21.39K | $507.18K | 0.00% | New |
| MML INVESTORS SERVICES, LLC history | Q2 2026 | 20.63K | $489.18K | 0.00% | New |
| ExodusPoint Capital Management, LP history | Q2 2026 | 20.40K | $483.68K | 0.01% | New |
| Monument Capital Management history | Q2 2026 | 20.22K | $479.49K | 0.10% | New |
| REICON WEALTH ADVISORS, LLC history | Q2 2026 | 19.96K | $473.30K | 0.49% | New |
| Blue Trust, Inc. history | Q2 2026 | 19.84K | $470.48K | 0.01% | New |
| AXXCESS WEALTH MANAGEMENT, LLC history | Q2 2026 | 19.65K | $465.85K | 0.01% | New |
| Sage Investment Counsel LLC history | Q2 2026 | 18.80K | $445.84K | 0.45% | New |
| Axiom Investment Management LLC history | Q2 2026 | 18.50K | $438.64K | 0.29% | New |
| Private Advisor Group, LLC history | Q2 2026 | 18.24K | $432.46K | 0.00% | New |
| NATIONAL BANK OF CANADA /FI/ history | Q2 2026 | 18.08K | $428.42K | 0.00% | New |
| Virtus Investment Advisers, LLC history | Q2 2026 | 17.89K | $424.15K | 0.10% | New |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV history | Q2 2026 | 17.20K | $407.74K | 0.10% | New |
| Comprehensive Money Management Services LLC history | Q2 2026 | 17.16K | $406.77K | 0.26% | New |
| Manulife Financial history | Q2 2026 | 17.12K | $406.01K | 0.00% | New |
| Valtrion Capital Management, LLC history | Q2 2026 | 17.11K | $405.68K | 0.30% | New |
| Parallel Advisors, LLC history | Q2 2026 | 17.05K | $404.28K | 0.01% | New |
| Taylor & Morgan Wealth Management, LLC history | Q2 2026 | 16.38K | $388.31K | 0.19% | New |
| Texas Yale Capital Corp. history | Q2 2026 | 16.16K | $383.06K | 0.01% | New |
| Integrated Advisors Network LLC history | Q2 2026 | 16.14K | $382.58K | 0.02% | New |
| Westbourne Investment Advisors, Inc. history | Q2 2026 | 16.00K | $379.36K | 0.10% | New |
| Windsor Advisory Group, LLC history | Q2 2026 | 15.97K | $378.76K | 0.28% | New |
| Tranquility Partners, LLC history | Q2 2026 | 15.74K | $373.15K | 0.13% | New |
| Forum Financial Management, LP history | Q2 2026 | 15.73K | $373.08K | 0.01% | New |
| MERCER GLOBAL ADVISORS INC /ADV history | Q2 2026 | 15.18K | $359.94K | 0.00% | New |
| Stratos Wealth Partners, LTD. history | Q2 2026 | 15.00K | $355.75K | 0.00% | New |
| Accredited Investors Inc. history | Q2 2026 | 15.00K | $355.65K | 0.01% | New |
| NewEdge Wealth, LLC history | Q2 2026 | 14.63K | $346.99K | 0.00% | New |
| Cassaday & Co Wealth Management LLC history | Q2 2026 | 14.61K | $346.48K | 0.01% | New |
| StoneX Group Inc. history | Q2 2026 | 14.03K | $335.96K | 0.01% | New |
| RITHOLTZ WEALTH MANAGEMENT history | Q2 2026 | 14.16K | $335.64K | 0.01% | New |
| Prospera Financial Services Inc history | Q2 2026 | 13.79K | $327.12K | 0.01% | New |
| Integrated Wealth Concepts LLC history | Q2 2026 | 13.60K | $322.41K | 0.00% | New |
| OPPENHEIMER & CO INC history | Q2 2026 | 13.51K | $320.20K | 0.00% | New |
| PVG ASSET MANAGEMENT CORP history | Q2 2026 | 13.21K | $313.11K | 0.18% | New |
| Seelaus Asset Management LLC history | Q2 2026 | 13.05K | $309.42K | 0.22% | New |
| Destiny Wealth Partners, LLC history | Q2 2026 | 13.32K | $307.69K | 0.04% | New |
| CAPTRUST FINANCIAL ADVISORS history | Q2 2026 | 12.85K | $304.60K | 0.00% | New |
| Florida Trust Wealth Management Co history | Q2 2026 | 12.81K | $303.82K | 0.01% | New |
| Advyzon Investment Management, LLC history | Q2 2026 | 12.77K | $302.84K | 0.02% | New |
| GRIFFIN ASSET MANAGEMENT, INC. history | Q2 2026 | 12.68K | $300.52K | 0.03% | New |
| Mission Hills Financial Advisory, LLC history | Q2 2026 | 12.58K | $298.25K | 0.13% | New |
| SYMMETRY PEAK MANAGEMENT LLC history | Q2 2026 | 12.50K | $296.38K | 0.25% | New |
| Robertson Stephens Wealth Management, LLC history | Q2 2026 | 12.10K | $296.21K | 0.01% | New |
| Barnett & Company, Inc. history | Q2 2026 | 12.44K | $294.83K | 0.22% | New |
| Independent Advisor Alliance history | Q2 2026 | 12.11K | $287.01K | 0.01% | New |
| Wedmont Private Capital history | Q2 2026 | 12.23K | $286.72K | 0.01% | New |
| CV Advisors LLC history | Q2 2026 | 12.03K | $285.23K | 0.05% | New |
| Almanack Investment Partners, LLC. history | Q2 2026 | 12.00K | $284.52K | 0.04% | New |
| Bull Harbor Capital LLC history | Q2 2026 | 12.00K | $284.52K | 0.06% | New |
| IPG Investment Advisors LLC history | Q2 2026 | 11.62K | $284.33K | 0.04% | New |
| HARBOUR INVESTMENTS, INC. history | Q2 2026 | 11.91K | $282.39K | 0.00% | New |
| Pallas Capital Advisors LLC history | Q2 2026 | 11.78K | $279.40K | 0.01% | New |
| Accurate Wealth Management, LLC history | Q2 2026 | 11.89K | $278.73K | 0.03% | New |
| Allworth Financial LP history | Q2 2026 | 11.15K | $264.37K | 0.00% | New |
| Advisor OS, LLC history | Q2 2026 | 11.13K | $263.82K | 0.02% | New |
| BOKF, NA history | Q2 2026 | 11.07K | $262.47K | 0.00% | New |
| Klingman & Associates, LLC history | Q2 2026 | 10.72K | $254.24K | 0.01% | New |
| Sowell Financial Services LLC history | Q2 2026 | 10.68K | $253.25K | 0.01% | New |
| MGO ONE SEVEN LLC history | Q2 2026 | 10.59K | $251.02K | 0.00% | New |
| Pasadena Private Wealth, LLC history | Q2 2026 | 10.55K | $250.14K | 0.03% | New |
| Palliser Capital (UK) Ltd history | Q2 2026 | 10.52K | $249.36K | 0.13% | New |
| Aquatic Capital Management LLC history | Q2 2026 | 10.51K | $249.24K | 0.01% | New |
| TCV Trust & Wealth Management, Inc. history | Q2 2026 | 10.51K | $249.19K | 0.02% | New |
| Hardy Reed LLC history | Q2 2026 | 10.17K | $241.04K | 0.01% | New |
| Glenview Trust Co history | Q2 2026 | 9.90K | $234.53K | 0.00% | New |
| FLAGSHIP HARBOR ADVISORS, LLC history | Q2 2026 | 9.79K | $232.14K | 0.01% | New |
| Harbour Capital Advisors, LLC history | Q2 2026 | 9.88K | $231.66K | 0.04% | New |
| MACKENZIE FINANCIAL CORP history | Q2 2026 | 9.60K | $227.62K | 0.00% | New |
| Brucke Financial, Inc. history | Q2 2026 | 9.54K | $226.10K | 0.10% | New |
| Cooper Financial Group history | Q2 2026 | 9.49K | $225.11K | 0.02% | New |
| PRICE T ROWE ASSOCIATES INC /MD/ history | Q2 2026 | 9.46K | $225.00K | 0.00% | New |
| PEDDOCK CAPITAL ADVISORS, LLC history | Q2 2026 | 9.45K | $224.06K | 0.04% | New |
| WEDBUSH SECURITIES INC history | Q2 2026 | 9.39K | $223.00K | 0.01% | New |
| Texas Capital Bank Wealth Management Services Inc history | Q2 2026 | 9.39K | $222.66K | 0.01% | New |
| PATRICK M SWEENEY & ASSOCIATES, INC history | Q2 2026 | 9.29K | $220.18K | 0.13% | New |
| Financial Synergies Wealth Advisors, Inc. history | Q2 2026 | 8.93K | $211.75K | 0.02% | New |
| Core Wealth Partners LLC history | Q2 2026 | 8.89K | $210.83K | 0.09% | New |
| Commerce Advisors, LLC history | Q2 2026 | 8.73K | $207.08K | 0.11% | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC history | Q2 2026 | 8.70K | $206.28K | 0.00% | New |
| SMH CAPITAL ADVISORS INC history | Q2 2026 | 8.66K | $205.38K | 0.96% | New |
| Catalyst Capital Advisors LLC history | Q2 2026 | 8.66K | $205.38K | 0.00% | New |
| HM PAYSON & CO history | Q2 2026 | 8.65K | $205.09K | 0.00% | New |
| Paragon Capital Management Ltd history | Q2 2026 | 8.60K | $203.79K | 0.04% | New |
| Vines Capital Management, LLC history | Q2 2026 | 8.53K | $202.34K | 0.17% | New |
| Squarepoint Ops LLC history | Q2 2026 | 8.50K | $201.46K | 0.00% | New |
| Activest Wealth Management history | Q2 2026 | 8.47K | $200.94K | 0.04% | New |
| ROTHSCHILD INVESTMENT LLC history | Q2 2026 | 7.92K | $187.65K | 0.01% | New |
| Wellington Shields Capital Management, LLC history | Q2 2026 | 7.90K | $187.27K | 0.02% | New |
| Union Bancaire Privee, UBP SA history | Q2 2026 | 7.42K | $182.71K | 0.00% | New |
| Wilmington Savings Fund Society, FSB history | Q2 2026 | 7.26K | $172.13K | 0.00% | New |
| High Note Wealth, LLC history | Q2 2026 | 6.53K | $154.90K | 0.03% | New |
| AMERIFLEX GROUP, INC. history | Q2 2026 | 6.23K | $147.74K | 0.06% | New |
| SG Americas Securities, LLC history | Q2 2026 | 5.23K | $124.00K | 0.00% | New |
| BNP PARIBAS FINANCIAL MARKETS history | Q2 2026 | 5.00K | $118.55K | 0.00% | New |
| Strive Financial Group ,LLC history | Q2 2026 | 4.93K | $116.84K | 0.05% | New |
| MARINER INVESTMENT GROUP LLC history | Q2 2026 | 325.00K | $105.62K | 0.03% | New |
| IFP Advisors, Inc history | Q2 2026 | 4.30K | $101.98K | 0.00% | New |
| Tower Research Capital LLC (TRC) history | Q2 2026 | 3.85K | $91.19K | 0.00% | New |
| North Star Investment Management Corp. history | Q2 2026 | 3.69K | $87.59K | 0.01% | New |
| Atlantic Union Bankshares Corp history | Q2 2026 | 3.30K | $78.24K | 0.00% | New |
| Sankala Group LLC history | Q2 2026 | 3.11K | $76.02K | 0.05% | New |
| Physician Wealth Advisors, Inc. history | Q2 2026 | 3.00K | $71.13K | 0.01% | New |
| Investors Research Corp history | Q3 2026 | 2.88K | $68.94K | 0.01% | Hold |
| PNC Financial Services history | Q2 2026 | 2.71K | $64.14K | 0.00% | Add |
| PRIVATE TRUST CO NA history | Q2 2026 | 2.60K | $61.67K | 0.01% | New |
| Medallion Wealth Advisors, LLC history | Q2 2026 | 1.93K | $45.71K | 0.01% | New |
| ARMSTRONG ADVISORY GROUP, INC history | Q2 2026 | 1.81K | $42.96K | 0.00% | New |
| Quantum Portfolio Management LLC history | Q2 2026 | 1.61K | $38.18K | 0.01% | New |
| First Bancorp, Inc /ME/ history | Q2 2026 | 1.60K | $37.94K | 0.01% | New |
| Key Capital Management, INC history | Q2 2026 | 1.56K | $37.11K | 0.02% | New |
| Strategic Wealth Partners, Ltd. history | Q2 2026 | 1.48K | $35.09K | 0.00% | New |
| FNY Investment Advisers, LLC history | Q2 2026 | 1.40K | $33.00K | 0.01% | New |
| Hilton Head Capital Partners, LLC history | Q2 2026 | 1.38K | $32.72K | 0.02% | New |
| SHP Wealth Management history | Q2 2026 | 1.35K | $32.14K | 0.00% | New |
| Allied Private Wealth LLC history | Q2 2026 | 1.36K | $31.55K | 0.02% | New |
| Citigroup Inc history | Q2 2026 | 1.23K | $29.09K | 0.00% | New |
| Caitlin John, LLC history | Q2 2026 | 1.20K | $28.45K | 0.02% | New |
| AdvisorNet Financial, Inc history | Q2 2026 | 1.00K | $23.71K | 0.00% | New |
| Jefferies Financial Group Inc. history | Q2 2026 | 848 | $20.11K | 0.00% | New |
| MCGUIRE CAPITAL ADVISORS INC history | Q2 2026 | 800 | $18.97K | 0.01% | New |
| Strategic Wealth Advisors LLC history | Q2 2026 | 655 | $17.00K | 0.01% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history | Q2 2026 | 695 | $16.48K | 0.00% | New |
| Provenance Wealth Advisors, LLC history | Q2 2026 | 602 | $14.27K | 0.00% | New |
| OSTERWEIS CAPITAL MANAGEMENT INC history | Q2 2026 | 598 | $14.18K | 0.00% | New |
| Ankerstar Wealth, LLC history | Q2 2026 | 571 | $13.98K | 0.01% | New |
| NFSG Corp history | Q2 2026 | 500 | $11.86K | 0.00% | New |
| Colonial Trust Co / SC history | Q2 2026 | 496 | $11.76K | 0.00% | New |
| BI Asset Management Fondsmaeglerselskab A/S history | Q2 2026 | 466 | $11.00K | 0.00% | New |
| JONES FINANCIAL COMPANIES LLLP history | Q2 2026 | 395 | $9.48K | 0.00% | New |
| SALEM INVESTMENT COUNSELORS INC history | Q2 2026 | 250 | $6.12K | 0.00% | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV history | Q2 2026 | 246 | $5.83K | 0.00% | New |
| CALDWELL SUTTER CAPITAL, INC. history | Q2 2026 | 190 | $4.50K | 0.00% | New |
| BEACON INVESTMENT ADVISORY SERVICES, INC. history | Q2 2026 | 147 | $3.48K | 0.00% | New |
| Pinnacle Wealth Planning Services, Inc. history | Q2 2026 | 120 | $2.85K | 0.00% | New |
| Deutsche Bank AG history | Q3 2025 | 102 | $2.66K | 0.00% | Add |
| Roxbury Financial LLC history | Q3 2026 | 104 | $2.49K | 0.00% | Hold |
| Westend Capital Management, LLC history | Q2 2026 | 76 | $1.80K | 0.00% | New |
| FIDUCIARY FINANCIAL ADVISORS history | Q2 2026 | 52 | $1.23K | 0.00% | New |
| Bayforest Capital Ltd history | Q2 2026 | 35 | $830 | 0.00% | New |
| OBSIDIAN CIO, LLC history | Q2 2026 | 25 | $593 | 0.00% | New |
| T. Rowe Price Associates history | Q2 2026 | 9.46K | $225 | 0.00% | Reduce |
| JFS WEALTH ADVISORS, LLC history | Q2 2026 | 8 | $196 | 0.00% | New |