Ares CapitalARCC
13F holders, Q1 2026 (March 31)811holders −21
77new positions
100sold out
6famous investors
$18.01avg. 13F price*
At the end of Q1 2026, 811 institutions reported holding Ares Capital Corp. (ARCC) in their 13F filings, down 21 from Q4 2025. 77 opened new positions and 100 sold out. The largest holders were Morgan Stanley ($294.7M), UBS Group AG ($258.0M) and Van Eck Associates Corp. ($196.2M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Ares Capital Corp.
- CUSIP
- 04010L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $286.8M |
| Exits | 100 | $160.9M |
All 13F filers, Q4 2025 → Q1 2026: 41,520,135 shares bought and 30,141,773 shares sold, net +11,378,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 811 holders
| Morgan Stanley | 0.02% | Reduce -6.9% | 16,354,360 | $294.7M |
| UBS Group AG | 0.05% | Add +27.8% | 14,316,545 | $258.0M |
| Van Eck Associates Corp. | 0.15% | Reduce -14.1% | 10,887,111 | $196.2M |
| STRS Ohio | 0.75% | New | 10,500,000 | $189.2M |
| Bank of America Corp. | 0.01% | Add +16.0% | 9,135,454 | $164.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.6% | 7,694,550 | $136.5M |
| Generali Asset Management SPA SGR | 2.84% | Add +49.4% | 7,547,995 | $136.0M |
| Two Sigma Investments, LP | 0.11% | Add +146.2% | 7,306,344 | $131.7M |
| Legal & General Group Plc | 0.02% | Add +10.5% | 5,975,008 | $107.6M |
| Wells Fargo & Company | 0.02% | Add +2.3% | 4,486,606 | $80.8M |
| LPL Financial LLC | 0.02% | Reduce -4.1% | 4,038,185 | $72.8M |
| Advisors Capital Management, LLC | 0.84% | Add +10.3% | 3,934,406 | $70.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.3% | 3,775,904 | $68.0M |
| HighTower Advisors, LLC | 0.07% | Add +44.5% | 3,534,933 | $63.7M |
| Raymond James Financial Inc. | 0.02% | Add +9.1% | 3,448,614 | $62.1M |
| Confluence Investment Management LLC | 0.96% | Reduce -3.0% | 3,435,289 | $61.9M |
| Evercore Wealth Management, LLC | 0.88% | Add +6.2% | 3,121,008 | $56.2M |
| Citadel Advisors | 0.04% | Reduce -63.9% | 2,917,662 | $52.6M |
| OMERS ADMINISTRATION Corp | 0.33% | Add +20.1% | 2,834,469 | $51.1M |
| Royal Bank of Canada | 0.01% | Reduce -11.4% | 2,669,192 | $48.1M |
| Stifel Financial Corp. | 0.04% | Add +1.4% | 2,638,719 | $47.5M |
| Sound Income Strategies, LLC | 2.28% | Add +1.8% | 2,663,571 | $47.2M |
| Ares Management LLC | 3.10% | Add +16.3% | 2,612,475 | $47.1M |
| Allen Investment Management, LLC | 0.58% | Reduce -15.8% | 2,598,482 | $46.8M |
| BlackRock, Inc. | 0.00% | Reduce -24.2% | 2,396,560 | $43.2M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.8% | 2,290,796 | $41.3M |
| Progeny 3, Inc. | 2.14% | No change | 2,224,728 | $40.1M |
| Muzinich & Co., Inc. | 14.00% | Add +3.6% | 2,220,399 | $40.0M |
| Border to Coast Pensions Partnership Ltd | 0.67% | Add +11.4% | 2,200,000 | $39.8M |
| D. E. Shaw & Co. | 0.03% | Add +215.4% | 1,987,725 | $35.8M |
| Osaic Holdings, Inc. | 0.05% | Reduce -29.3% | 1,818,471 | $32.8M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +1.3% | 1,783,165 | $32.1M |
| Franklin Resources Inc. | 0.01% | Add +13.5% | 1,710,333 | $30.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +2.1% | 1,706,211 | $30.7M |
| Jupiter Asset Management Ltd. | 0.16% | New | 1,732,516 | $30.4M |
| Altshuler Shaham Ltd | 0.54% | No change | 1,650,000 | $29.7M |
| Capital Advisors Inc. | 0.46% | Add +0.4% | 1,575,250 | $28.4M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +6.0% | 1,445,280 | $26.1M |
| Ensign Peak Advisors, Inc | 0.05% | Add +476.0% | 1,440,000 | $25.9M |
| Cetera Investment Advisers | 0.03% | Reduce -3.3% | 1,424,860 | $25.7M |
| Michael & Susan Dell Foundation | 0.84% | Add +2.7% | 1,324,362 | $23.9M |
| Bruni J V & Co. | 2.41% | Add +0.1% | 1,279,040 | $23.0M |
| Spinnaker Trust | 1.27% | Add +5.4% | 1,276,014 | $23.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +0.1% | 1,200,431 | $21.6M |
| Stephens Inc. | 0.27% | Add +4.2% | 1,183,795 | $21.3M |
| Focus Partners Wealth | 0.02% | Add +66.5% | 1,163,561 | $21.0M |
| Baird Financial Group, Inc. | 0.03% | Add +1.4% | 1,090,155 | $19.6M |
| Apollon Wealth Management, LLC | 0.31% | Add +398.1% | 1,055,150 | $19.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +29.5% | 1,039,084 | $18.7M |
| Trexquant Investment LP | 0.14% | Add +24.5% | 1,036,648 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.3% | 1,029,188 | $18.5M |
| Cerity Partners LLC | 0.03% | Add +23.9% | 1,001,805 | $18.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.0% | 999,415 | $18.0M |
| Corient Private Wealth LP | 0.02% | Reduce -19.5% | 961,282 | $16.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +236.3% | 866,155 | $15.6M |
| Melia Wealth LLC | 7.12% | Add +0.7% | 815,892 | $14.7M |
| Sigma Investment Counselors Inc. | 0.77% | Add +1.9% | 807,352 | $14.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +65.1% | 806,521 | $14.5M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -21.3% | 793,709 | $14.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.2% | 765,094 | $13.8M |
| Tectonic Advisors LLC | 0.71% | Add +12.8% | 747,638 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.9% | 722,561 | $13.0M |
| Edgemoor Investment Advisors, Inc. | 1.02% | Add +1.6% | 715,985 | $12.9M |
| Naviter Wealth, LLC | 1.60% | Add +12.8% | 708,827 | $12.8M |
| Estate Planners Group, LLC | 5.88% | Add +0.1% | 679,446 | $12.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.51% | Add +6.7% | 654,579 | $11.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -39.7% | 647,572 | $11.7M |
| D.A. Davidson & Co. | 0.07% | Add +4.6% | 645,908 | $11.6M |
| Lido Advisors, LLC | 0.05% | Add +2.5% | 632,530 | $11.4M |
| Barclays PLC | 0.00% | Reduce -27.3% | 611,820 | $11.0M |
| Chicago Partners Investment Group LLC | 0.25% | Reduce 0.0% | 575,626 | $11.0M |
| LGT Group Foundation | 0.13% | Add +17.6% | 609,697 | $11.0M |
| Invesco Ltd. | 0.00% | Add +35.1% | 598,395 | $10.8M |
| Columbus Macro, LLC | 1.12% | Add +4.5% | 579,667 | $10.4M |
| LSV Asset Management | 0.02% | No change | 544,100 | $9.8M |
| Citigroup Inc. | 0.01% | Reduce -0.5% | 525,414 | $9.5M |
| Bell Bank | 0.40% | Reduce -3.2% | 517,344 | $9.3M |
| State Street Corp. | 0.00% | Add +7.5% | 483,108 | $8.7M |
| Oppenheimer & Co. Inc. | 0.10% | Add +11.4% | 469,301 | $8.5M |
| Millennium Management | 0.01% | Reduce -48.0% | 463,040 | $8.3M |
| Pathstone Holdings, LLC | 0.03% | Add +18.0% | 459,845 | $8.3M |
| CIBC Bancorp USA Inc. | 0.01% | — | 442,872 | $8.0M |
| Gilbert & Cook, Inc. | 1.03% | Reduce -11.8% | 442,156 | $8.0M |
| Advisors Asset Management, Inc. | 0.13% | Add +2.2% | 440,185 | $7.9M |
| Blair William & Co. | 0.02% | Add +87.8% | 436,676 | $7.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +69.3% | 435,062 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -12.5% | 430,105 | $7.8M |
| Mgo One Seven LLC | 0.15% | Add +0.1% | 416,987 | $7.5M |
| LGT Fund Management Co Ltd. | 0.32% | New | 412,481 | $7.4M |
| &partners | 0.04% | Add +6.6% | 407,399 | $7.4M |
| Merit Financial Group, LLC | 0.05% | Add +41.0% | 398,372 | $7.2M |
| Punch & Associates Investment Management, Inc. | 0.41% | New | 391,347 | $7.1M |
| one8zero8, LLC | 1.55% | Add +3.2% | 387,001 | $7.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -12.7% | 386,705 | $7.0M |
| Crestwood Advisors Group, LLC | 0.12% | Add +4.3% | 380,441 | $6.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +21.2% | 378,669 | $6.8M |
| Denali Advisors LLC | 0.76% | Reduce -3.8% | 377,611 | $6.8M |
| SCS Capital Management LLC | 0.07% | Reduce -18.1% | 371,371 | $6.7M |
| Carnegie Investment Counsel | 0.13% | Reduce -10.7% | 365,723 | $6.6M |
| Palisade Capital Management, LP | 0.24% | Reduce -33.8% | 365,137 | $6.6M |
| Romano Brothers and Company | 0.75% | Reduce -0.6% | 363,846 | $6.6M |
| Enstar Group LTD | 3.01% | Add +2.4% | 363,351 | $6.5M |
| New South Capital Management Inc. | 0.31% | Reduce -3.2% | 360,970 | $6.5M |
| Sfmg, LLC | 0.43% | Reduce -3.5% | 352,188 | $6.3M |
| Clearstead Advisors, LLC | 0.06% | Add +1.4% | 350,765 | $6.3M |
| Mutual Advisors, LLC | 0.13% | Add +1.0% | 346,554 | $6.2M |
| Captrust Financial Advisors | 0.01% | Add +76.7% | 345,557 | $6.2M |
| Smith Asset Management Co., LLC | 5.32% | Add +9.2% | 344,279 | $6.2M |
| Prairiewood Capital, LLC | 1.78% | Add +12.7% | 341,678 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Add +2.1% | 339,619 | $6.1M |
| Trinity Financial Advisors LLC | 1.74% | New | 338,391 | $6.1M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -3.3% | 335,685 | $6.0M |
| Blume Capital Management, Inc. | 1.02% | Add +47255.7% | 331,490 | $6.0M |
| Rivernorth Capital Management, LLC | 0.29% | New | 319,326 | $5.8M |
| International Assets Investment Management, LLC | 0.39% | Add +0.6% | 315,183 | $5.6M |
| Baugh & Associates, LLC | 2.37% | Add +32.0% | 304,122 | $5.5M |
| Foresight Capital Management Advisors, Inc. | 2.96% | Reduce -4.9% | 295,154 | $5.3M |
| Sargent Investment Group, LLC | 0.69% | Add +2.2% | 289,212 | $5.2M |
| Obermeyer Wealth Partners | 0.24% | Reduce -30.7% | 286,452 | $5.2M |
| Creative Planning | 0.00% | Reduce -19.3% | 279,112 | $5.0M |
| AE Wealth Management LLC | 0.03% | Add +21.1% | 278,472 | $5.0M |
| Independent Financial Group, LLC | 0.11% | Reduce -6.2% | 273,308 | $4.9M |
| Gateway Wealth Partners, LLC | 0.19% | Add +111.4% | 269,136 | $4.8M |
| Liberty Mutual Group Asset Management Inc. | 0.39% | Reduce -31.4% | 267,446 | $4.8M |
| Group One Trading LLC | 0.16% | New | 263,956 | $4.8M |
| Evergreen Capital Management LLC | 0.10% | Add +0.5% | 262,394 | $4.7M |
| Kavar Capital Partners Group, LLC | 0.59% | New | 262,319 | $4.7M |
| Mirador Capital Partners LP | 0.66% | Add +2.8% | 259,288 | $4.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.27% | Add +2.9% | 247,997 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Add +53.5% | 240,483 | $4.3M |
| Perennial Advisors, LLC | 0.73% | Add +2.3% | 236,129 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +1.1% | 231,061 | $4.2M |
| Sunbelt Securities, Inc. | 0.26% | Add +37.4% | 228,982 | $4.1M |
| Meridian Wealth Management, LLC | 0.14% | Add +8.9% | 225,977 | $4.1M |
| Challenger Wealth Management | 3.24% | Reduce -8.4% | 225,180 | $4.1M |
| Salem Investment Counselors Inc. | 0.12% | Reduce -13.5% | 223,081 | $4.0M |
| Brown, Lisle/Cummings, Inc. | 0.99% | Add +11.8% | 219,475 | $4.0M |
| Condor Capital Management | 0.33% | Reduce -5.4% | 219,373 | $4.0M |
| Ticino Wealth | 1.36% | Add +57.3% | 209,448 | $3.9M |
| Mariner, LLC | 0.00% | Reduce -1.5% | 216,352 | $3.9M |
| Financial Management Network Inc. | 0.59% | Add +21.5% | 212,493 | $3.8M |
| Truvestments Capital LLC | 0.69% | Add +6.9% | 212,106 | $3.8M |
| Clear Creek Financial Management, LLC | 0.28% | Add +6.7% | 206,323 | $3.7M |
| Ieq Capital, LLC | 0.02% | Add +48.9% | 203,820 | $3.7M |
| M&G PLC | 0.02% | No change | 200,000 | $3.6M |
| Jefferies Financial Group Inc. | 0.05% | Add +678.5% | 198,914 | $3.6M |
| Baldwin Wealth Partners LLC | 0.26% | New | 197,428 | $3.6M |
| Avior Wealth Management, LLC | 0.10% | New | 195,035 | $3.5M |
| Point72 Asset Management | 0.01% | Reduce -16.4% | 194,124 | $3.5M |
| Stableford Capital II LLC | 1.29% | Add +31.9% | 192,164 | $3.5M |
| First National Trust Co | 0.12% | No change | 191,136 | $3.4M |
| Family Manage LLC | 0.41% | Add +86.3% | 188,441 | $3.4M |
| Waverly Advisors, LLC | 0.03% | Add +2.1% | 186,373 | $3.4M |
| Bayview Asset Management, LLC | 2.79% | Reduce -31.4% | 185,258 | $3.3M |
| Baker Avenue Asset Management, LP | 0.08% | Add +9.6% | 184,666 | $3.3M |
| Parkwood LLC | 0.29% | No change | 178,402 | $3.2M |
| Providence Capital Advisors, LLC | 0.51% | Add +2.7% | 174,179 | $3.1M |
| Intellectus Partners, LLC | 0.63% | Add +14.3% | 171,972 | $3.1M |
| Cibc World Market Inc. | 0.01% | Reduce -9.6% | 171,134 | $3.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +7.3% | 170,283 | $3.1M |
| IHT Wealth Management, LLC | 0.07% | Add +5.6% | 168,260 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +18.5% | 167,997 | $3.0M |
| Joel Isaacson & Co., LLC | 0.10% | Add +0.5% | 166,353 | $3.0M |
| Independent Advisor Alliance | 0.03% | Reduce -10.7% | 165,466 | $3.0M |
| Arkadios Wealth Advisors | 0.05% | Add +26.2% | 165,222 | $3.0M |
| Marathon Capital Management | 0.67% | Add +0.2% | 165,203 | $3.0M |
| LFG Wealth Partners, LLC | 1.78% | Add +34.8% | 164,037 | $3.0M |
| Cornerstone Select Advisors, LLC | 1.85% | Add +5.8% | 163,540 | $2.9M |
| Curated Wealth Partners LLC | 0.37% | Add +5.7% | 161,868 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -52.2% | 160,789 | $2.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +17.1% | 161,719 | $2.9M |
| Sigma Planning Corp | 0.08% | Reduce -3.3% | 158,119 | $2.8M |
| Waterloo Capital, L.P. | 0.20% | Add +1.4% | 157,677 | $2.8M |
| Cottage Street Advisors LLC | 1.23% | Reduce -11.4% | 157,536 | $2.8M |
| BBR Partners, LLC | 0.16% | Reduce -0.9% | 154,845 | $2.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.15% | Reduce -4.8% | 154,261 | $2.8M |
| SlateStone Wealth, LLC | 0.23% | Reduce -6.4% | 153,204 | $2.8M |
| HB Wealth Management, LLC | 0.02% | Reduce -28.0% | 152,189 | $2.7M |
| Cornerstone Advisory, LLC | 0.26% | Add +3.6% | 151,144 | $2.7M |
| AA Financial Advisors, LLC | 0.38% | Add +130.7% | 148,428 | $2.7M |
| Community Trust & Investment Co. | 0.15% | Add +2.4% | 148,417 | $2.7M |
| Uniplan Investment Counsel, Inc. | 0.28% | Reduce -3.2% | 144,315 | $2.6M |
| Argent Trust Co | 0.09% | Add +2.9% | 144,161 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.9% | 143,818 | $2.6M |
| NewEdge Wealth, LLC | 0.03% | Add +10.6% | 143,316 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Add +44.8% | 142,360 | $2.6M |
| FourThought Financial Partners, LLC | 0.22% | Add +8.8% | 138,551 | $2.5M |
| Larson Financial Group LLC | 0.08% | Add +5.6% | 137,558 | $2.5M |
| Taylor Frigon Capital Management LLC | 1.38% | Reduce -3.0% | 134,528 | $2.4M |
| Brendel Financial Advisors LLC | 1.19% | Add +4.3% | 133,598 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +2.7% | 133,576 | $2.4M |
| Whipplewood Advisors, LLC | 1.20% | Add +14.3% | 128,608 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -43.2% | 126,410 | $2.3M |
| Plan Group Financial, LLC | 0.51% | Add +16.3% | 121,545 | $2.2M |
| Rothschild Investment LLC | 0.11% | Add +90.7% | 118,385 | $2.1M |
| Granite FO LLC | 1.26% | Reduce -20.8% | 118,310 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.5% | 118,035 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +1946.1% | 115,749 | $2.1M |
| Brown Advisory Inc. | 0.00% | Reduce -8.4% | 115,615 | $2.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -20.6% | 114,764 | $2.1M |
| WINTON GROUP Ltd | 0.07% | New | 113,302 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -22.7% | 112,574 | $2.0M |
| United Advisor Group, LLC | 0.25% | Add +6.2% | 112,164 | $2.0M |
| Palogic Value Management, L.P. | 0.89% | Add +0.1% | 110,670 | $2.0M |
| Riverbridge Partners LLC | 0.05% | Add +8.4% | 110,366 | $2.0M |
| WCG Wealth Advisors LLC | 0.05% | Reduce -0.1% | 106,520 | $1.9M |
| P.A.W. Capital Corp. | 1.51% | New | 107,500 | $1.9M |
| Black Swift Group, LLC | 0.33% | New | 103,080 | $1.9M |
| Global Strategic Management Inc. | 1.54% | Reduce -5.6% | 103,112 | $1.9M |
| Mainstay Capital Management LLC | 0.14% | Reduce -1.8% | 102,310 | $1.8M |
| MBM Wealth Consultants, LLC | 0.42% | Add +9.9% | 101,651 | $1.8M |
| Orographic Financial Advisors, LLC | 1.29% | — | 100,812 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 100,374 | $1.8M |
| Eagle Global Advisors LLC | 0.06% | No change | 99,760 | $1.8M |
| Sculati Wealth Management, LLC | 0.65% | Reduce -7.4% | 97,655 | $1.8M |
| Essex Financial Services, Inc. | 0.10% | Reduce -6.7% | 96,963 | $1.7M |
| Integras Partners LLC | 1.15% | Add +10.8% | 96,926 | $1.7M |
| Natixis | 0.01% | Add +100.2% | 96,920 | $1.7M |
| AQR Capital Management | 0.00% | Add +16.7% | 96,852 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +4.0% | 96,339 | $1.7M |
| HUB Investment Partners, LLC | 0.04% | Add +66.1% | 95,457 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.5% | 94,803 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.1% | 92,957 | $1.7M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -12.7% | 92,643 | $1.7M |
| BankPlus Trust Department | 0.44% | Reduce -3.7% | 91,931 | $1.7M |
| Texas Yale Capital Corp. | 0.05% | Reduce -6.8% | 91,825 | $1.7M |
| Freestone Capital Holdings, LLC | 0.05% | New | 89,823 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -9.0% | 89,015 | $1.6M |
| Savvy Advisors, Inc. | 0.04% | Add +18.2% | 88,824 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.4% | 88,235 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +47.0% | 87,428 | $1.6M |
| Caxton Associates LLP | 0.04% | Add +28.1% | 85,452 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +5.0% | 85,220 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -2.3% | 83,430 | $1.5M |
| Marble Wealth, LLC | 0.27% | Reduce -59.3% | 84,247 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Reduce -33.1% | 83,854 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.31% | Add +16.0% | 83,838 | $1.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | Add +13.8% | 83,100 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +0.7% | 82,438 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.54% | Reduce -7.6% | 81,975 | $1.5M |
| Stiles Financial Services Inc | 0.45% | Reduce -1.3% | 81,323 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +67.6% | 81,043 | $1.5M |
| Ayrshire Capital Management LLC | 0.75% | Reduce -2.3% | 80,366 | $1.4M |
| Brown Miller Wealth Management, LLC | 0.41% | Add +2.7% | 80,336 | $1.4M |
| Bank of New Hampshire | 0.33% | Reduce -4.7% | 79,694 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.1% | 79,658 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +0.1% | 79,658 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.1% | 79,146 | $1.4M |
| Register Financial Advisors LLC | 0.53% | Add +4.2% | 79,038 | $1.4M |
| Castle Wealth Management LLC | 0.46% | Add +17.6% | 78,794 | $1.4M |
| Eos Management, L.P. | 0.61% | Add +12.1% | 78,500 | $1.4M |
| Empowered Funds, LLC | 0.01% | Add +101.4% | 78,137 | $1.4M |
| Delphi Financial Group, Inc. | 0.63% | Add +208.0% | 77,000 | $1.4M |
| Western Wealth Management, LLC | 0.05% | Add +15.3% | 76,957 | $1.4M |
| Bramshill Investments, LLC | 0.12% | Reduce -26.3% | 76,947 | $1.4M |
| Athena Wealth Management, LLC | 1.13% | New | 76,781 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | No change | 76,300 | $1.4M |
| RDA Financial Network | 0.34% | Reduce -4.8% | 76,263 | $1.4M |
| Naples Global Advisors, LLC | 0.10% | Add +8.5% | 75,952 | $1.4M |
| Samalin Investment Counsel, LLC | 0.48% | Reduce -3.4% | 75,120 | $1.4M |
| Prelude Capital Management, LLC | 0.10% | New | 75,000 | $1.4M |
| Summit Financial, LLC | 0.02% | Add +2.2% | 74,069 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -4.0% | 73,997 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.1% | 73,762 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -0.3% | 72,393 | $1.3M |
| Certior Financial Group, LLC | 0.83% | Add +33.9% | 72,315 | $1.3M |
| Essential Investment Partners LLC | 1.20% | Add +27.9% | 71,796 | $1.3M |
| Banque Cantonale Vaudoise | 0.05% | Reduce -51.4% | 70,000 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -38.1% | 69,755 | $1.3M |
| Midwest Professional Planners, LTD. | 0.29% | Add +10.9% | 69,047 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -47.4% | 68,302 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.12% | Add +3.6% | 67,717 | $1.2M |
| Pettinga Financial Advisors LLC | 0.23% | New | 67,700 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +7.6% | 67,506 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -41.4% | 66,960 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -9.8% | 66,871 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.8% | 66,422 | $1.2M |
| Tidal Investments LLC | 0.00% | Reduce -2.1% | 66,297 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +2.5% | 66,100 | $1.2M |
| National Bank of Canada | 0.00% | Add +0.3% | 65,858 | $1.2M |
| Permanens Capital L.P. | 0.15% | No change | 65,544 | $1.2M |
| Key Client Fiduciary Advisors, LLC | 0.40% | Add +6.4% | 65,364 | $1.2M |
| Dickmeyer Boyce Financial Management, Inc. | 0.67% | — | 63,395 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -2.0% | 63,227 | $1.1M |
| VPR Management LLC | 0.45% | Add +64.5% | 62,618 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Add +9.2% | 62,577 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -3.8% | 62,529 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Add +5.8% | 63,447 | $1.1M |
| FLC Capital Advisors | 0.20% | Add +21.7% | 62,195 | $1.1M |
| Marex Group Ltd | 0.01% | Reduce -17.6% | 61,647 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -32.9% | 61,479 | $1.1M |
| Lazari Capital Management, Inc. | 0.38% | Add +145.6% | 60,550 | $1.1M |
| Baldwin Investment Management, LLC | 0.13% | Reduce -2.3% | 60,192 | $1.1M |
| Cascade Investment Group, Inc. | 0.70% | Reduce -1.1% | 59,245 | $1.1M |
| GoalVest Advisory LLC | 0.21% | Reduce -11.2% | 58,604 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +56.5% | 58,521 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Add +39.9% | 57,268 | $1.0M |
| Pallas Capital Advisors LLC | 0.04% | Add +0.5% | 56,329 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.5% | 55,897 | $1.0M |
| C2C Wealth Management, LLC | 0.85% | Add +12.0% | 55,850 | $1.0M |
| Lantz Financial LLC | 0.21% | Reduce -2.5% | 55,671 | $1.0M |
| Independent Wealth Network Inc. | 0.30% | Add +4.2% | 55,495 | $1.0M |
| Onyx Bridge Wealth Group LLC | 0.11% | Add +3.3% | 54,800 | $987K |
| Accel Wealth Management | 0.26% | Reduce -0.8% | 54,710 | $986K |
| Inspire Advisors, LLC | 0.08% | Add +1.5% | 54,438 | $981K |
| Commerce Bank | 0.00% | Add +9.8% | 53,967 | $972K |
| Elemental Capital Partners LLC | 0.41% | New | 53,643 | $967K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +85.3% | 53,563 | $965K |
| Parallel Advisors, LLC | 0.02% | Reduce -10.3% | 53,443 | $963K |
| Allworth Financial LP | 0.00% | Reduce -8.3% | 53,227 | $959K |
| Delphi Management Inc. | 1.14% | Reduce -16.5% | 52,981 | $955K |
| NFSG Corp | 0.16% | Reduce -68.1% | 52,621 | $948K |
| Encompass More Asset Management | 0.16% | New | 52,055 | $938K |
| MQS Management LLC | 0.62% | New | 50,785 | $915K |
| Investment Partners Asset Management, Inc. | 0.56% | Reduce -22.1% | 50,647 | $913K |
| Magnolia Capital Advisors LLC | 0.18% | Reduce -57.0% | 50,366 | $908K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -9.8% | 50,354 | $907K |
| Havemeyer Place LP | 0.10% | Add +11.4% | 50,326 | $907K |
| TRB Wealth Management, LLC | 0.13% | — | 50,000 | $901K |
| BKM Wealth Management, LLC | 0.33% | Add +6.4% | 49,994 | $901K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.3% | 49,592 | $894K |
| Graham Capital Management, L.P. | 0.04% | No change | 49,500 | $892K |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.7% | 43,246 | $875K |
| Brookstone Capital Management | 0.01% | Add +5.1% | 48,434 | $873K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Reduce -46.9% | 47,729 | $860K |
| Cordoba Advisory Partners LLC | 0.24% | Add +6.1% | 47,141 | $856K |
| Ancora Advisors LLC | 0.02% | Reduce -4.0% | 46,965 | $846K |
| Duncker Streett & Co. Inc. | 0.16% | Reduce -6.1% | 46,766 | $843K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.3% | 46,568 | $839K |
| Haven Private, LLC | 0.36% | Add +45.4% | 46,348 | $835K |
| US Bancorp \de | 0.00% | Add +6.1% | 45,868 | $827K |
| Meridian Investment Counsel Inc. | 0.20% | Add +5.5% | 45,840 | $826K |
| SG Americas Securities, LLC | 0.00% | Reduce -7.0% | 45,730 | $824K |
| LexAurum Advisors, LLC | 0.11% | — | 45,661 | $823K |
| Westbourne Investment Advisors, Inc. | 0.24% | Reduce -0.1% | 45,650 | $823K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -58.5% | 46,925 | $822K |
| Financial Gravity Asset Management, Inc. | 0.15% | Add +7503.3% | 45,620 | $822K |
| Carnegie Lake Advisors LLC | 0.33% | Reduce -31.3% | 45,434 | $819K |
| Beverly Hills Private Wealth, LLC | 0.14% | Reduce -7.4% | 45,361 | $817K |
| Brevan Howard Capital Management LP | 0.01% | Add +150.3% | 44,820 | $808K |
| Canal Capital Management, LLC | 0.11% | Add +35.8% | 44,753 | $806K |
| St Germain D J Co. Inc. | 0.03% | Add +37.3% | 44,150 | $796K |
| IFP Advisors, Inc | 0.02% | Add +11.0% | 44,002 | $793K |
| Fiduciary Group, LLC | 0.07% | Add +34.4% | 43,967 | $792K |
| Commerce Advisors, LLC | 0.66% | — | 43,702 | $788K |
| Diversify Wealth Management, LLC | 0.01% | Add +223.9% | 41,893 | $782K |
| Fieldview Capital Management, LLC | 0.23% | Add +1.8% | 43,057 | $776K |
| Port Capital LLC | 0.03% | No change | 43,000 | $775K |
| First Affirmative Financial Network | 0.30% | — | 42,679 | $769K |
| 1620 Investment Advisors, Inc. | 0.52% | Add +1.4% | 42,465 | $765K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -36.7% | 42,186 | $760K |
| Welch Financial Planning, LLC | 0.54% | Reduce -3.3% | 41,835 | $754K |
| Bank Ozk | 0.26% | No change | 41,166 | $742K |
| Koshinski Asset Management, Inc. | 0.05% | Add +4.5% | 40,631 | $732K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -2.6% | 40,474 | $729K |
| Mallini Complete Financial Planning LLC | 0.62% | Add +0.8% | 39,875 | $719K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -46.3% | 39,558 | $713K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 39,225 | $707K |
| Keybank National Association | 0.00% | Add +30.1% | 39,195 | $706K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +27.5% | 38,841 | $699K |
| Tempus Wealth Planning, LLC | 0.16% | Add +14.9% | 38,642 | $696K |
| Werlinich Asset Management, LLC | 0.34% | Add +1.3% | 38,530 | $694K |
| Albion Financial Group | 0.04% | Reduce -11.7% | 38,195 | $688K |
| Activest Wealth Management | 0.12% | Add +12.1% | 37,854 | $682K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -29.0% | 37,654 | $680K |
| Wedmont Private Capital | 0.02% | Add +22.9% | 37,331 | $678K |
| Everstar Asset Management, LLC | 0.36% | Reduce -1.9% | 37,669 | $678K |
| Balboa Wealth Partners | 0.11% | Reduce -9.4% | 37,367 | $673K |
| Two Sigma Securities, LLC | 0.08% | Reduce -4.1% | 37,131 | $669K |
| XTX Topco Ltd | 0.01% | Reduce -92.3% | 37,014 | $667K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.7% | 36,327 | $655K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | Reduce -21.8% | 35,964 | $648K |
| VestGen Advisors, LLC | 0.02% | Add +38.2% | 34,470 | $647K |
| PFG Advisors | 0.03% | Add +3.9% | 35,849 | $646K |
| Monument Capital Management | 0.16% | Reduce -1.0% | 35,801 | $645K |
| Brown Brothers Harriman & Co. | 0.00% | Add +11.6% | 35,356 | $637K |
| NewSquare Capital LLC | 0.05% | Add +3.0% | 34,944 | $630K |
| Guggenheim Capital LLC | 0.01% | Add +2.4% | 34,942 | $630K |
| Midwest Trust Co | 0.01% | No change | 34,401 | $620K |
| Founders Financial Alliance, LLC | 0.11% | Reduce -0.1% | 34,333 | $619K |
| Family Wealth Partners, LLC | 0.20% | Add +30.9% | 33,039 | $595K |
| Millennium Capital Advisors, LLC | 0.36% | No change | 32,455 | $585K |
| Intrua Financial, LLC | 0.06% | Add +18.7% | 32,384 | $584K |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.9% | 32,244 | $581K |
| Palacios Wealth Management, LLC | 0.36% | Add +87.9% | 30,224 | $579K |
| S&T Bank | 0.21% | Reduce -42.9% | 31,958 | $576K |
| WESPAC Advisors, LLC | 0.31% | Reduce -9.1% | 31,775 | $573K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | Add +2.4% | 30,709 | $553K |
| Access Investment Management LLC | 0.15% | Reduce -46.8% | 30,675 | $553K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -1.7% | 30,630 | $552K |
| Compound Planning, Inc. | 0.02% | Add +8.6% | 30,591 | $551K |
| COFG Advisors, LLC | 0.13% | Reduce -20.1% | 30,282 | $546K |
| Pinion Investment Advisors, LLC | 0.13% | Reduce -14.5% | 30,254 | $545K |
| Quad-Cities Investment Group, LLC | 0.22% | Add +0.6% | 30,097 | $542K |
| McDonald Partners LLC | 0.13% | Add +19.5% | 30,000 | $541K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 30,000 | $541K |
| Canton Hathaway, LLC | 0.11% | No change | 29,640 | $534K |
| Western Financial Corp | 0.21% | Add +2.7% | 29,639 | $534K |
| Hilltop Holdings Inc. | 0.05% | Reduce -7.2% | 29,570 | $533K |
| Triad Investment Management | 0.63% | No change | 29,458 | $531K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -32.4% | 29,377 | $529K |
| Pasadena Private Wealth, LLC | 0.07% | Add +1.7% | 29,275 | $528K |
| Arax Advisory Partners | 0.01% | Reduce -2.9% | 29,238 | $527K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.6% | 29,179 | $526K |
| Wealthcare Capital Partners, LLC | 0.25% | Reduce -5.1% | 29,138 | $525K |
| Aurora Private Wealth, Inc. | 0.37% | No change | 25,403 | $514K |
| Jump Financial, LLC | 0.01% | Reduce -92.4% | 28,255 | $509K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 28,147 | $507K |
| JBR Co Financial Management Inc | 0.21% | No change | 24,985 | $505K |
| Roman Butler Fullerton & Co. | 0.14% | Add +1.9% | 27,713 | $504K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -15.6% | 27,231 | $491K |
| PFG Investments, LLC | 0.02% | Reduce -3.6% | 27,002 | $487K |
| Clearstead Trust, LLC | 0.08% | Add +2.7% | 26,753 | $482K |
| Lewis Asset Management, LLC | 0.20% | Reduce -6.7% | 26,594 | $479K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -15.8% | 26,460 | $477K |
| Closed-End Fund Advisors, Inc. | 0.48% | Reduce -84.5% | 26,446 | $477K |
| M Holdings Securities, Inc. | 0.03% | Add +9.1% | 25,360 | $473K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -37.1% | 26,046 | $469K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +108.7% | 26,034 | $469K |
| Baron Financial Group, LLC | 0.25% | No change | 25,977 | $468K |
| Venture Visionary Partners LLC | 0.02% | Add +3.9% | 25,960 | $468K |
| Ascentis Independent Advisors | 0.04% | Add +81.4% | 25,872 | $466K |
| Maia Wealth LLC | 0.08% | Add +2.8% | 25,812 | $465K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.0% | 26,568 | $464K |
| Belpointe Asset Management LLC | 0.02% | Reduce -32.9% | 25,444 | $459K |
| Navis Wealth Advisors, LLC | 0.23% | Add +2.7% | 25,400 | $458K |
| Ascent Group, LLC | 0.02% | Reduce -6.5% | 25,386 | $457K |
| Florida Trust Wealth Management Co | 0.01% | No change | 25,300 | $456K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -1.4% | 25,171 | $454K |
| Private Trust Co. NA | 0.04% | Reduce -17.8% | 25,143 | $453K |
| Triumph Capital Management | 0.09% | Add +0.5% | 25,031 | $451K |
| DRW Securities, LLC | 0.02% | New | 24,971 | $450K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.8% | 24,945 | $450K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -34.6% | 24,712 | $445K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 21,842 | $442K |
| FSA Advisors, Inc. | 0.29% | No change | 24,369 | $439K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -7.7% | 24,320 | $438K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.8% | 24,220 | $436K |
| Scotia Capital Inc. | 0.00% | Add +7.8% | 24,113 | $435K |
| Vista Finance, LLC | 0.34% | Reduce -95.0% | 24,103 | $434K |
| Severin Investments, LLC | 0.37% | Add +71.9% | 24,067 | $434K |
| Virtus Investment Advisers, LLC | 0.12% | Reduce -10.7% | 23,885 | $430K |
| Glen Eagle Advisors, LLC | 0.06% | Add +474.3% | 23,708 | $427K |
| Daymark Wealth Partners, LLC | 0.01% | Add +1.2% | 23,569 | $425K |
| Whitener Capital Management, Inc. | 0.10% | Reduce -1.0% | 23,468 | $423K |
| Aua Capital Management, LLC | 0.22% | Reduce -15.2% | 23,395 | $422K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -6.5% | 23,326 | $420K |
| Moors & Cabot, Inc. | 0.02% | Reduce -15.3% | 23,242 | $419K |
| Harbour Investments, Inc. | 0.01% | Add +16.7% | 23,212 | $418K |
| Parcion Private Wealth LLC | 0.03% | No change | 22,982 | $414K |
| DCM Advisors, LLC | 0.19% | Add +7.5% | 24,983 | $414K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Add +17.4% | 22,541 | $413K |
| Magnus Financial Group LLC | 0.03% | Add +2.7% | 22,710 | $409K |
| BankPlus Wealth Management LLC | 0.21% | Add +3.9% | 22,533 | $406K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -4.0% | 22,475 | $405K |
| World Investment Advisors | 0.01% | Add +2.2% | 22,396 | $404K |
| MAI Capital Management | 0.00% | Reduce -4.9% | 22,122 | $399K |
| Griffin Asset Management, Inc. | 0.04% | Reduce -1.4% | 21,790 | $393K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -19.3% | 21,596 | $389K |
| Garden State Investment Advisory Services LLC | 0.09% | Reduce -0.0% | 21,535 | $388K |
| J.M. Arbour, LLC | 0.37% | Reduce -61.9% | 21,474 | $387K |
| Eight 31 Financial, LLC | 0.23% | Add +2.7% | 21,457 | $387K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +2.7% | 21,193 | $382K |
| Calton & Associates, Inc. | 0.05% | Add +9.9% | 21,182 | $382K |
| Accredited Investors Inc. | 0.02% | Add +91.5% | 20,978 | $378K |
| Intrepid Capital Management Inc. | 0.18% | No change | 20,959 | $378K |
| Xcel Wealth Management, LLC | 0.11% | Add +0.1% | 20,950 | $378K |
| CoreCap Advisors, LLC | 0.01% | Add +9.5% | 20,914 | $377K |
| Kathmere Capital Management, LLC | 0.02% | New | 20,873 | $376K |
| Future Financial Wealth Managment LLC | 0.24% | Reduce -3.2% | 19,650 | $373K |
| Walleye Capital LLC | 0.00% | New | 20,534 | $370K |
| Diversify Advisory Services, LLC | 0.06% | Reduce -29.8% | 19,798 | $370K |
| Sig Brokerage, LP | 0.10% | New | 20,508 | $370K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 20,445 | $368K |
| Compass Capital Corp. /Ma/ | 0.13% | Add +2.7% | 19,314 | $368K |
| Rhodes Investment Advisors Inc. | 0.32% | No change | 20,375 | $367K |
| Evoke Wealth, LLC | 0.01% | Reduce -20.4% | 20,266 | $365K |
| Heritage Trust Co | 0.04% | No change | 20,185 | $364K |
| PARK CIRCLE Co | 0.34% | No change | 20,000 | $360K |
| American National Bank & Trust | 0.03% | No change | 20,000 | $360K |
| Perennial Investment Advisors, LLC | 0.03% | Add +1.1% | 19,990 | $360K |
| Moneco Advisors, LLC | 0.03% | Add +13.1% | 19,869 | $358K |
| Clark Financial Services Group Inc. | 0.20% | Add +6.4% | 19,693 | $355K |
| Trueblood Wealth Management, LLC | 0.14% | Reduce -7.1% | 19,649 | $354K |
| Glenview Trust Co | 0.01% | Reduce -22.1% | 19,525 | $352K |
| Wealth Quarterback LLC | 0.14% | Add +22.9% | 19,439 | $350K |
| Prostatis Group LLC | 0.09% | Add +2.6% | 19,272 | $347K |
| Bridgewealth Advisory Group, LLC | 0.07% | Add +3.8% | 19,188 | $346K |
| Wealthspire Advisors, LLC | 0.00% | New | 19,148 | $345K |
| Ethos Financial Group, LLC | 0.03% | No change | 19,107 | $344K |
| Tradition Wealth Management, LLC | 0.02% | Add +1.5% | 19,095 | $344K |
| Headlands Technologies LLC | 0.04% | New | 19,056 | $343K |
| Commons Capital, LLC | 0.29% | No change | 19,000 | $342K |
| TCTC Holdings, LLC | 0.01% | No change | 19,000 | $342K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +64.8% | 18,919 | $341K |
| Maridea Wealth Management LLC | 0.05% | Reduce -40.2% | 18,805 | $339K |
| Northern Trust Corp. | 0.00% | Reduce -98.5% | 18,688 | $337K |
| Beto Financial Group, LLC | 0.20% | No change | 17,751 | $337K |
| XML Financial, LLC | 0.03% | Add +1.5% | 18,535 | $334K |
| Samjo Management, LLC | 0.14% | Reduce -35.1% | 18,500 | $333K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.9% | 18,348 | $331K |
| Global Assets Advisory, LLC | 0.09% | Reduce -20.8% | 18,268 | $329K |
| Wealth Alliance Advisory Group, LLC | 0.05% | Reduce -8.8% | 18,100 | $326K |
| LVW Advisors, LLC | 0.03% | Add +0.9% | 18,074 | $326K |
| Kovack Advisors, Inc. | 0.02% | Reduce -6.5% | 18,109 | $325K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -4.3% | 17,941 | $323K |
| Anfield Capital Management, LLC | 0.09% | Add +10.1% | 17,796 | $321K |
| Choreo, LLC | 0.00% | Reduce -10.5% | 17,779 | $320K |
| North Ground Capital | 0.39% | New | 17,757 | $320K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -48.5% | 17,605 | $317K |
| Advocate Investing Services LLC | 0.27% | Add +467.5% | 17,410 | $314K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.8% | 17,341 | $312K |
| Kentucky Trust Co | 0.16% | Add +9.6% | 17,296 | $312K |
| Genesis Financial Group, LLC | 0.21% | Reduce -2.2% | 17,196 | $310K |
| Trek Financial, LLC | 0.02% | Reduce -27.1% | 17,195 | $310K |
| Gentry Private Wealth, LLC | 0.18% | Reduce -7.0% | 17,042 | $307K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.9% | 16,588 | $299K |
| Formidable Asset Management, LLC | 0.05% | Reduce -39.1% | 14,737 | $298K |
| Values Added Financial LLC | 0.12% | Reduce -7.6% | 16,477 | $297K |
| NorthRock Partners, LLC | 0.00% | Reduce -10.0% | 16,477 | $297K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.4% | 16,425 | $296K |
| Almanack Investment Partners, LLC. | 0.05% | New | 16,347 | $295K |
| SageGuard Financial Group, LLC | 0.05% | Reduce -19.9% | 16,346 | $295K |
| Hudson Capital Management LLC | 0.08% | No change | 16,268 | $293K |
| Sanders Morris Harris LLC | 0.05% | New | 16,099 | $290K |
| Reicon Wealth Advisors, LLC | 0.22% | Add +36.0% | 16,066 | $290K |
| Moody National Bank Trust Division | 0.03% | Add +1.4% | 16,056 | $289K |
| Cary Street Partners Financial LLC | 0.01% | Add +30.0% | 16,054 | $289K |
| Angeles Wealth Management, LLC | 0.02% | No change | 16,000 | $288K |
| Rayburn West Financial Services LLC | 0.17% | Add +3.4% | 15,937 | $287K |
| TSA Wealth Managment LLC | 0.09% | New | 15,823 | $285K |
| Signaturefd, LLC | 0.00% | Add +25.7% | 15,812 | $285K |
| Americana Partners, LLC | 0.01% | Reduce -56.9% | 15,727 | $283K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.9% | 15,678 | $283K |
| Spinnaker Investment Group, LLC | 0.06% | Reduce -8.8% | 15,453 | $278K |
| Clearwave Capital, LLC | 0.19% | No change | 15,120 | $272K |
| Merkkuri Wealth Advisors LLC | 0.18% | Reduce -69.6% | 15,117 | $272K |
| CWS Financial Advisors, LLC | 0.07% | Add +4.0% | 14,956 | $270K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 14,884 | $268K |
| Firestone Capital Management | 0.06% | No change | 14,850 | $268K |
| Simplex Trading, LLC | 0.01% | New | 14,603 | $263K |
| Jain Global LLC | 0.00% | New | 14,602 | $263K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -1.6% | 14,579 | $263K |
| Trivium Point Advisory, LLC | 0.05% | Add +6.3% | 14,541 | $262K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.7% | 14,512 | $262K |
| Visionary Wealth Advisors | 0.01% | Add +2.4% | 14,190 | $256K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 14,141 | $255K |
| Brighton Jones LLC | 0.01% | New | 14,126 | $255K |
| Highlander Partners, L.P. | 0.10% | No change | 14,000 | $252K |
| Calydon Capital | 0.04% | Reduce -9.5% | 13,825 | $249K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +310.7% | 13,813 | $249K |
| Worth Asset Management, LLC | 0.09% | Add +2.4% | 13,745 | $248K |
| Successful Portfolios LLC | 0.14% | Add +0.1% | 13,787 | $247K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -60.9% | 13,675 | $246K |
| Kornitzer Capital Management Inc. | 0.01% | Add +0.4% | 13,363 | $241K |
| First Manhattan Co. Llc. | 0.00% | New | 13,351 | $241K |
| Windsor Advisory Group, LLC | 0.20% | New | 13,328 | $240K |
| Bison Wealth, LLC | 0.02% | No change | 12,723 | $239K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -12.6% | 13,151 | $237K |
| Purkiss Capital Advisors LLC | 0.10% | Reduce -7.8% | 13,000 | $234K |
| Sepio Capital, LP | 0.01% | No change | 13,000 | $234K |
| Fisher Asset Management | 0.00% | New | 12,951 | $233K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +1.5% | 12,877 | $232K |
| StoneX Group Inc. | 0.01% | Reduce -71.7% | 12,872 | $232K |
| Certuity, LLC | 0.02% | Add +2.1% | 12,860 | $232K |
| Forthright Family Wealth Advisory LLC | 0.15% | New | 11,000 | $229K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +2.7% | 12,667 | $228K |
| Bleakley Financial Group, LLC | 0.00% | New | 12,643 | $228K |
| Rathbones Group PLC | 0.00% | Reduce -96.7% | 12,571 | $227K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +1.8% | 12,540 | $226K |
| Brucke Financial, Inc. | 0.11% | New | 12,536 | $226K |
| Autumn Glory Partners, LLC | 0.08% | No change | 12,535 | $226K |
| Sage Investment Counsel LLC | 0.25% | Add +8.8% | 12,420 | $224K |
| Virtue Capital Management, LLC | 0.03% | New | 12,560 | $223K |
| NorthCoast Asset Management LLC | 0.01% | No change | 12,235 | $220K |
| North Star Investment Management Corp. | 0.01% | Reduce -11.2% | 12,200 | $220K |
| Fulton Breakefield Broenniman LLC | 0.01% | No change | 12,082 | $218K |
| Chapin Davis, Inc. | 0.05% | Add +0.2% | 12,033 | $217K |
| Dearborn Partners LLC | 0.01% | New | 12,000 | $216K |
| Reliant Investment Partners, LLC | 0.18% | Add +7.4% | 11,936 | $215K |
| Rothschild Wealth LLC | 0.02% | No change | 11,925 | $215K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -51.7% | 11,883 | $214K |
| Vise Technologies, Inc. | 0.00% | No change | 10,585 | $214K |
| Verdence Capital Advisors LLC | 0.01% | New | 11,654 | $210K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -51.1% | 11,830 | $210K |
| RFG Advisory, LLC | 0.00% | Reduce -11.2% | 11,642 | $210K |
| Promethium Advisors,llc | 0.11% | No change | 11,586 | $209K |
| O'ROURKE & COMPANY, Inc | 0.08% | Reduce -17.6% | 11,564 | $208K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -49.7% | 11,441 | $206K |
| Stablepoint Partners, LLC | 0.03% | No change | 11,396 | $205K |
| Alpha Omega Wealth Management LLC | 0.03% | Add +2.6% | 11,377 | $205K |
| HM Payson & Co. | 0.00% | Reduce -31.6% | 11,361 | $205K |
| Western Pacific Wealth Management, LP | 0.21% | No change | 11,261 | $203K |
| Mission Wealth Management, LP | 0.00% | No change | 11,239 | $203K |
| Cane Capital Partners, LLC | 0.09% | Reduce -77.1% | 11,220 | $202K |
| Fiduciary Family Office, LLC | 0.06% | No change | 11,186 | $202K |
| Plancorp, LLC | 0.01% | Reduce -0.2% | 11,135 | $201K |
| Oakwell Private Wealth Management, LLC | 0.04% | No change | 11,100 | $200K |
| Vista Investment Management | 0.07% | Add +0.1% | 11,040 | $199K |
| SMH Capital Advisors Inc. | 0.56% | New | 11,000 | $198K |
| Miller Global Investments, LLC | 0.18% | Add +2.3% | 10,968 | $198K |
| Bank of Montreal | 0.00% | Reduce -6.7% | 10,893 | $196K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -6.3% | 10,811 | $195K |
| Astoria Portfolio Advisors LLC. | 0.04% | Reduce -1.6% | 10,451 | $194K |
| Banco Santander, S.A. | 0.00% | No change | 10,779 | $194K |
| First Citizens Bank & Trust Co. | 0.00% | Add +2.4% | 10,777 | $194K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -10.4% | 10,752 | $194K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.6% | 10,731 | $193K |
| Sound View Wealth Advisors Group, LLC | 0.01% | New | 10,688 | $193K |
| Core Wealth Partners LLC | 0.09% | No change | 10,678 | $192K |
| Entropy Technologies, LP | 0.01% | New | 10,678 | $192K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -1.0% | 10,660 | $192K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 10,634 | $192K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 10,503 | $189K |
| Catalyst Capital Advisors LLC | 0.00% | Add +200.0% | 10,500 | $189K |
| Capstone Investment Advisors, LLC | 0.00% | New | 10,435 | $188K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 10,424 | $188K |
| Secure Asset Management, LLC | 0.03% | Reduce -9.0% | 10,415 | $188K |
| Sterling Group Wealth Management, LLC | 0.09% | Reduce -72.2% | 10,411 | $188K |
| KLCM Advisors, Inc. | 0.02% | No change | 10,370 | $187K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -41.3% | 10,293 | $185K |
| True North Advisors, LLC | 0.02% | Add +3.0% | 10,278 | $185K |
| Callahan Advisors, LLC | 0.02% | Add +0.1% | 10,206 | $184K |
| Procyon Advisors, LLC | 0.01% | Reduce -17.5% | 10,090 | $182K |
| ELCO Management Co., LLC | 0.09% | No change | 10,013 | $180K |
| Caz Investments LP | 0.22% | New | 10,000 | $180K |
| Madison Park Capital Advisors, LLC | 0.14% | No change | 10,000 | $180K |
| Peddock Capital Advisors, LLC | 0.04% | New | 10,000 | $180K |
| Glass Jacobson Investment Advisors llc | 0.06% | No change | 9,950 | $179K |
| Hyposwiss Advisors SA | 0.17% | No change | 9,760 | $176K |
| AREX Capital Management, LP | 0.28% | New | 9,500 | $171K |
| Twin Tree Management, LP | 0.03% | New | 9,188 | $166K |
| MCF Advisors LLC | 0.01% | Reduce -14.5% | 8,757 | $158K |
| American Capital Advisory, LLC | 0.06% | Add +2.7% | 8,340 | $150K |
| Westend Capital Management, LLC | 0.04% | New | 8,165 | $147K |
| Hurley Capital, LLC | 0.08% | Add +2.2% | 7,867 | $142K |
| Blue Trust, Inc. | 0.00% | Reduce -20.4% | 7,696 | $139K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1825.3% | 7,547 | $136K |
| Assetmark, Inc. | 0.00% | Add +10.3% | 7,529 | $136K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 7,148 | $129K |
| Measured Wealth Private Client Group, LLC | 0.03% | Reduce -32.3% | 6,691 | $121K |
| Anchor Investment Management, LLC | 0.01% | No change | 6,161 | $111K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 6,106 | $110K |
| Titiun Yejiel | 0.11% | No change | 6,000 | $108K |
| TD Waterhouse Canada Inc. | 0.00% | Add +49.6% | 6,034 | $107K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 5,625 | $101K |
| Chilton Capital Management LLC | 0.00% | No change | 5,500 | $99K |
| Rossby Financial, LCC | 0.02% | Add +2951.1% | 5,492 | $97K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.5% | 5,356 | $97K |
| Belvedere Trading LLC | 0.01% | New | 5,298 | $95K |
| Centennial Bank | 0.03% | No change | 4,856 | $88K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +27.2% | 4,673 | $84K |
| Golden State Wealth Management, LLC | 0.01% | No change | 4,630 | $83K |
| Luken Investment Analytics, LLC | 0.03% | No change | 4,600 | $83K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 4,524 | $82K |
| Aventura Private Wealth, LLC | 0.03% | Add +5.2% | 4,466 | $80K |
| Investors Research Corp | 0.01% | Add +75.6% | 4,296 | $77K |
| Westfuller Advisors, LLC | 0.03% | Add +2.7% | 4,269 | $77K |
| VSM Wealth Advisory, LLC | 0.02% | Add +1.3% | 4,246 | $77K |
| Delta Asset Management LLC | 0.01% | No change | 4,205 | $76K |
| Key Capital Management, INC | 0.05% | Reduce -46.5% | 4,069 | $73K |
| Princeton Global Asset Management LLC | 0.01% | Add +77.9% | 4,015 | $72K |
| Leonteq Securities AG | 0.00% | Reduce -48.0% | 4,000 | $72K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 3,800 | $68K |
| KERR FINANCIAL PLANNING Corp | 0.05% | Add +2.7% | 3,577 | $67K |
| Frazier Financial Advisors, LLC | 0.04% | Add +117.5% | 3,698 | $67K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,638 | $66K |
| CX Institutional | 0.00% | Reduce -37.0% | 3,550 | $64K |
| SouthState Bank Corp | 0.00% | No change | 3,500 | $63K |
| 1015 Capital Partners, LLC | 0.05% | No change | 3,100 | $56K |
| Security National Bank | 0.01% | No change | 3,041 | $55K |
| Sankala Group LLC | 0.04% | Add +98.4% | 3,024 | $54K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 2,825 | $51K |
| Bogart Wealth, LLC | 0.00% | No change | 2,799 | $50K |
| Grove Bank & Trust | 0.01% | No change | 2,700 | $49K |
| Bellevue Asset Management, LLC | 0.02% | No change | 2,600 | $47K |
| CVA Family Office, LLC | 0.00% | No change | 2,530 | $46K |
| MTM Investment Management, LLC | 0.01% | No change | 2,520 | $45K |
| Caitlin John, LLC | 0.03% | New | 2,500 | $45K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +2.7% | 2,464 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 2,300 | $41K |
| Osbon Capital Management LLC | 0.03% | New | 2,134 | $38K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,063 | $37K |
| Huntington National Bank | 0.00% | Add +5.5% | 2,012 | $36K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,000 | $36K |
| Wolff Wiese Magana LLC | 0.02% | Add +2.7% | 1,954 | $35K |
| Webster Bank, N. A. | 0.00% | No change | 1,822 | $33K |
| Heritage Wealth Advisors | 0.00% | No change | 1,800 | $32K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,778 | $32K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 1,769 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,728 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Add +22.8% | 1,695 | $30K |
| Estabrook Capital Management | 0.00% | No change | 1,650 | $30K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,631 | $29K |
| Deutsche Bank AG | 0.00% | Reduce -89.7% | 1,581 | $28K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.1% | 1,547 | $28K |
| WFA of San Diego, LLC | 0.02% | Reduce -9.1% | 1,500 | $27K |
| UMB Bank, n.a. | 0.00% | Reduce -96.5% | 1,500 | $27K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,471 | $27K |
| Creative Financial Designs Inc. | 0.00% | Add +318.7% | 1,457 | $26K |
| Nemes Rush Group LLC | 0.00% | Add +2.7% | 1,453 | $26K |
| Bessemer Group Inc. | 0.00% | Reduce -38.1% | 1,466 | $26K |
| Southern Michigan Bank & Trust | 0.01% | — | 1,375 | $25K |
| SWAN Capital LLC | 0.01% | No change | 1,330 | $24K |
| Orion Capital Management LLC | 0.01% | Reduce -72.5% | 1,330 | $24K |
| Burk Holdings LLC | 0.01% | New | 1,319 | $24K |
| Palladiem, LLC | 0.02% | No change | 1,301 | $23K |
| Tompkins Financial Corp. | 0.00% | Add +182.8% | 1,298 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -6.3% | 1,256 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 1,242 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,222 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 1,217 | $22K |
| Bullock Wealth Management Group | 0.01% | No change | 1,202 | $21K |
| Payden & Rygel | 0.00% | No change | 1,160 | $21K |
| City Holding Co. | 0.00% | No change | 1,150 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +163.2% | 1,129 | $20K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +2.6% | 1,128 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,120 | $20K |
| Founders Capital Management | 0.01% | No change | 1,110 | $20K |
| Valley National Advisers Inc. | 0.00% | No change | 1,150 | $20K |
| Smithfield Trust Co | 0.00% | Reduce -3.5% | 1,100 | $20K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.7% | 1,107 | $20K |
| High Note Wealth, LLC | 0.00% | No change | 1,106 | $20K |
| MRP Capital Investments, LLC | 0.02% | Reduce -68.6% | 1,100 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,100 | $20K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 1,000 | $18K |
| Manchester Capital Management LLC | 0.00% | No change | 1,000 | $18K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $18K |
| Cheviot Value Management, LLC | 0.00% | No change | 1,000 | $18K |
| Key Financial Inc | 0.00% | No change | 988 | $18K |
| Ameriflex Group, Inc. | 0.01% | Add +1.2% | 947 | $17K |
| Arcadia Investment Management Corp. | 0.00% | No change | 900 | $16K |
| Colonial Trust Co / SC | 0.00% | No change | 886 | $16K |
| Richardson Financial Services Inc. | 0.01% | No change | 835 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +275.4% | 826 | $15K |
| CGC Financial Services, LLC | 0.00% | No change | 807 | $15K |
| Quadrant Capital Group LLC | 0.00% | Add +2.7% | 751 | $14K |
| Curat Global, LLC | 0.01% | Add +2.3% | 743 | $13K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 736 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 728 | $13K |
| Dunhill Financial, LLC | 0.00% | No change | 719 | $13K |
| Bernard Wealth Management Corp. | 0.01% | No change | 700 | $13K |
| Ares Financial Consulting, LLC | 0.01% | Reduce -98.0% | 702 | $12K |
| DT Investment Partners, LLC | 0.00% | No change | 689 | $12K |
| Towne Trust Company, N.A | 0.00% | No change | 652 | $12K |
| Vision Retirement, LLC | 0.00% | No change | 638 | $11K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 572 | $10K |
| Crewe Advisors LLC | 0.00% | Add +13.8% | 570 | $10K |
| Clayton Financial Group LLC | 0.00% | New | 529 | $10K |
| Fortitude Family Office, LLC | 0.00% | New | 529 | $10K |
| IFG Advisory, LLC | 0.03% | Reduce -98.5% | 526 | $9K |
| LRI Investments, LLC | 0.00% | Add +2.5% | 522 | $9K |
| Peterson Wealth Management | 0.01% | New | 517 | $9K |
| Sunrise Financial Services, LLC | 0.01% | No change | 482 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 477 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 458 | $8K |
| FIL Ltd | 0.00% | No change | 456 | $8K |
| Archer Investment Corp | 0.00% | Add +0.7% | 431 | $8K |
| Financial Consulate, Inc. | 0.00% | No change | 402 | $7K |
| Summit Securities Group LLC | 0.00% | Reduce -96.0% | 400 | $7K |
| Hollencrest Capital Management | 0.00% | Reduce -28.0% | 391 | $7K |
| Root Financial Partners, LLC | 0.00% | Reduce -66.3% | 352 | $6K |
| Bokf, NA | 0.00% | Reduce -85.3% | 333 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 300 | $6K |
| Field & Main Bank | 0.00% | No change | 322 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 312 | $6K |
| United Financial Planning Group LLC | 0.00% | Reduce -33.3% | 310 | $6K |
| Hilton Head Capital Partners, LLC | 0.00% | Add +60.9% | 304 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 270 | $5K |
| Evolution Advisers, Inc. | 0.00% | No change | 318 | $5K |
| West Branch Capital LLC | 0.00% | No change | 274 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | New | 260 | $5K |
| Ankerstar Wealth, LLC | 0.00% | No change | 238 | $4K |
| Ballast Advisors LLC | 0.00% | New | 230 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 230 | $4K |
| Forum Finance Group S.A. | 0.00% | — | 250 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 210 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 200 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 200 | $4K |
| Hilltop National Bank | 0.00% | No change | 200 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 192 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 190 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 190 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 188 | $3K |
| True Link Financial Advisors, LLC | 0.00% | New | 180 | $3K |
| Obsidian Cio, LLC | 0.00% | Add +6.8% | 172 | $3K |
| Avion Wealth | 0.00% | No change | 200 | $3K |
| JNBA Financial Advisors | 0.00% | Reduce -64.1% | 158 | $3K |
| Country Trust Bank | 0.00% | No change | 149 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 131 | $2K |
| Covestor Ltd | 0.00% | Reduce -0.9% | 115 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 110 | $2K |
| Colonial Trust Advisors | 0.00% | New | 103 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 95 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Add +3.4% | 92 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 75 | $1K |
| SHP Wealth Management | 0.00% | Reduce -96.6% | 70 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +86.7% | 56 | $1K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +4.1% | 51 | $912 |
| Basepoint Wealth LLC | 0.00% | New | 50 | $901 |
| Evermay Wealth Management LLC | 0.00% | No change | 48 | $865 |
| REAP Financial Group, LLC | 0.00% | No change | 39 | $703 |
| Sachetta, LLC | 0.00% | No change | 32 | $577 |
| IFS Advisors, LLC | 0.00% | No change | 30 | $540 |
| Pflug Koory, LLC | 0.00% | Add +3.7% | 28 | $498 |
| FMR LLC | 0.00% | Reduce -100.0% | 20 | $360 |
| Horizon Investments, LLC | 0.00% | Add +42.9% | 20 | $360 |
| Davis Capital Management | 0.00% | No change | 10 | $188 |
| PMV Capital Advisers, LLC | 0.00% | New | 9 | $163 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 1 | $14 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is ARCC's weight in each manager's 13F, not the share of Ares Capital Corp. the manager owns.