Ares CapitalARCC
13F holders, Q2 2026 (June 30)787holders −24
67new positions
89sold out
4famous investors
$18.57avg. 13F price*
At the end of Q2 2026, 787 institutions reported holding Ares Capital Corp. (ARCC) in their 13F filings, down 24 from Q1 2026. 67 opened new positions and 89 sold out. The largest holders were Morgan Stanley ($315.4M), UBS Group AG ($255.3M) and Van Eck Associates Corp. ($246.6M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ares Capital Corp.
- CUSIP
- 04010L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $48.3M |
| Exits | 89 | $121.6M |
All 13F filers, Q1 2026 → Q2 2026: 15,423,769 shares bought and 18,141,737 shares sold, net −2,717,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 787 holders
| Morgan Stanley | 0.02% | Add +4.1% | 17,022,990 | $315.4M |
| UBS Group AG | 0.04% | Reduce -3.8% | 13,778,805 | $255.3M |
| Van Eck Associates Corp. | 0.15% | Add +22.2% | 13,306,095 | $246.6M |
| STRS Ohio | 0.74% | Add +1.5% | 10,657,085 | $197.5M |
| Bank of America Corp. | 0.01% | Reduce -2.2% | 8,935,191 | $165.6M |
| JPMorgan Chase & Co. | 0.01% | Add +2.0% | 7,850,659 | $145.3M |
| Generali Asset Management SPA SGR | 2.53% | No change | 7,547,995 | $139.9M |
| Legal & General Group Plc | 0.03% | Add +9.0% | 6,510,302 | $120.5M |
| Two Sigma Investments, LP | 0.09% | Reduce -19.4% | 5,886,022 | $109.1M |
| Wells Fargo & Company | 0.01% | Reduce -1.1% | 4,437,109 | $82.2M |
| Ameriprise Financial Inc. | 0.02% | Add +9.2% | 4,122,134 | $76.4M |
| LPL Financial LLC | 0.02% | Reduce -0.2% | 4,029,149 | $74.7M |
| HighTower Advisors, LLC | 0.07% | Add +9.5% | 3,870,130 | $71.7M |
| Raymond James Financial Inc. | 0.02% | Add +2.9% | 3,548,186 | $65.7M |
| Advisors Capital Management, LLC | 0.68% | Reduce -13.4% | 3,407,463 | $63.1M |
| Confluence Investment Management LLC | 0.97% | Reduce -2.0% | 3,367,580 | $62.4M |
| Evercore Wealth Management, LLC | 0.79% | Reduce -3.6% | 3,007,303 | $55.7M |
| OMERS ADMINISTRATION Corp | 0.32% | Add +2.6% | 2,907,012 | $53.9M |
| Ares Management LLC | 2.35% | Add +6.5% | 2,783,165 | $51.6M |
| Sound Income Strategies, LLC | 2.30% | Add +3.9% | 2,766,368 | $51.3M |
| Rockefeller Capital Management L.P. | 0.08% | Add +17.5% | 2,692,567 | $49.9M |
| Royal Bank of Canada | 0.01% | Add +0.3% | 2,677,282 | $49.6M |
| Stifel Financial Corp. | 0.04% | Add +0.1% | 2,640,857 | $48.9M |
| BlackRock, Inc. | 0.00% | Add +2.1% | 2,446,785 | $45.3M |
| Allen Investment Management, LLC | 0.54% | Reduce -6.0% | 2,441,585 | $45.2M |
| Franklin Resources Inc. | 0.01% | Add +33.8% | 2,289,056 | $42.4M |
| Muzinich & Co., Inc. | 14.24% | Add +1.4% | 2,250,333 | $41.7M |
| Progeny 3, Inc. | 2.13% | No change | 2,224,728 | $41.2M |
| Osaic Holdings, Inc. | 0.05% | Add +17.6% | 2,138,606 | $39.6M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +19.3% | 2,128,070 | $39.4M |
| Ensign Peak Advisors, Inc | 0.06% | Add +41.7% | 2,040,894 | $37.8M |
| Border to Coast Pensions Partnership Ltd | 0.55% | Reduce -9.1% | 2,000,000 | $37.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.6% | 1,716,046 | $31.8M |
| Altshuler Shaham Ltd | 0.38% | No change | 1,650,000 | $30.6M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +11.9% | 1,617,724 | $29.9M |
| Capital Advisors Inc. | 0.43% | Reduce 0.0% | 1,575,211 | $29.2M |
| Cetera Investment Advisers | 0.02% | Reduce -1.4% | 1,404,371 | $26.0M |
| Michael & Susan Dell Foundation | 0.66% | Add +2.6% | 1,358,256 | $25.2M |
| Spinnaker Trust | 1.19% | Add +3.6% | 1,322,033 | $24.5M |
| Bruni J V & Co. | 2.14% | Reduce -1.0% | 1,266,283 | $23.5M |
| Russell Investments Group, Ltd. | 0.02% | Add +38.8% | 1,201,925 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.5% | 1,190,158 | $22.1M |
| Stephens Inc. | 0.25% | Add +0.2% | 1,186,676 | $22.0M |
| Jupiter Asset Management Ltd. | 0.11% | Reduce -30.5% | 1,204,285 | $21.9M |
| Baird Financial Group, Inc. | 0.03% | Add +8.0% | 1,177,508 | $21.8M |
| Apollon Wealth Management, LLC | 0.25% | Add +5.8% | 1,116,916 | $20.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -8.8% | 1,094,339 | $20.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +8.2% | 1,081,390 | $20.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.8% | 1,057,668 | $19.6M |
| Cerity Partners LLC | 0.02% | Add +2.0% | 1,021,522 | $18.9M |
| Mariner, LLC | 0.02% | Add +298.8% | 862,770 | $16.0M |
| Tectonic Advisors LLC | 0.75% | Add +13.0% | 844,971 | $15.7M |
| Corient Private Wealth LP | 0.02% | Reduce -13.8% | 828,699 | $15.4M |
| Focus Partners Wealth | 0.02% | Reduce -30.1% | 813,829 | $15.1M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -1.3% | 783,779 | $14.5M |
| Sigma Investment Counselors Inc. | 0.71% | Reduce -3.3% | 781,116 | $14.5M |
| Lido Advisors, LLC | 0.05% | Add +22.8% | 776,654 | $14.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -63.2% | 732,189 | $13.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.1% | 725,864 | $13.5M |
| Estate Planners Group, LLC | 6.08% | Add +6.7% | 725,110 | $13.4M |
| Edgemoor Investment Advisors, Inc. | 0.91% | Add +0.6% | 720,251 | $13.3M |
| Naviter Wealth, LLC | 1.20% | Add +0.5% | 712,665 | $13.2M |
| BNP Paribas Financial Markets | 0.01% | Add +7.8% | 697,924 | $12.9M |
| LGT Group Foundation | 0.14% | Add +9.7% | 668,973 | $12.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.46% | Add +1.6% | 664,980 | $12.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.9% | 650,794 | $12.1M |
| D.A. Davidson & Co. | 0.07% | Reduce -1.6% | 635,482 | $11.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +33.4% | 580,351 | $10.8M |
| Chicago Partners Investment Group LLC | 0.21% | Reduce -0.7% | 571,386 | $10.6M |
| State Street Corp. | 0.00% | Add +15.0% | 555,592 | $10.3M |
| Columbus Macro, LLC | 0.98% | Reduce -6.3% | 543,378 | $10.1M |
| Citigroup Inc. | 0.00% | Add +2.7% | 539,586 | $10.0M |
| LSV Asset Management | 0.02% | Reduce -1.4% | 536,600 | $9.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +34.5% | 520,151 | $9.6M |
| Bell Bank | 0.36% | Reduce -0.3% | 515,804 | $9.6M |
| GFS Advisors, LLC | 1.00% | New | 3,065 | $9.4M |
| Oppenheimer & Co. Inc. | 0.09% | Add +0.8% | 472,826 | $8.8M |
| Melia Wealth LLC | 4.91% | Reduce -43.6% | 460,440 | $8.5M |
| Independent Financial Group, LLC | 0.16% | Add +68.4% | 460,273 | $8.5M |
| &partners | 0.03% | Add +11.3% | 453,599 | $8.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.4% | 453,206 | $8.4M |
| Gritstone Asset Management LLC | 8.15% | New | 447,088 | $8.3M |
| Blair William & Co. | 0.02% | Add +0.8% | 440,202 | $8.2M |
| Baldwin Wealth Partners LLC | 0.53% | Add +122.4% | 439,021 | $8.1M |
| Invesco Ltd. | 0.00% | Reduce -27.3% | 435,125 | $8.1M |
| Punch & Associates Investment Management, Inc. | 0.39% | Add +8.8% | 425,878 | $7.9M |
| LGT Fund Management Co Ltd. | 0.32% | Add +0.9% | 416,290 | $7.7M |
| Advisors Asset Management, Inc. | 0.12% | Reduce -6.3% | 412,592 | $7.6M |
| Merit Financial Group, LLC | 0.05% | Add +2.1% | 406,876 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -5.5% | 406,494 | $7.5M |
| Clearstead Advisors, LLC | 0.07% | Add +14.7% | 402,294 | $7.5M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -10.1% | 398,194 | $7.4M |
| one8zero8, LLC | 1.46% | Add +2.7% | 397,430 | $7.4M |
| Crestwood Advisors Group, LLC | 0.11% | Add +4.3% | 396,855 | $7.4M |
| Gilbert & Cook, Inc. | 0.84% | Reduce -10.7% | 394,800 | $7.3M |
| Prairiewood Capital, LLC | 1.85% | Add +12.5% | 384,360 | $7.1M |
| Trinity Financial Advisors LLC | 1.78% | Add +10.5% | 374,036 | $6.9M |
| Enstar Group LTD | 3.20% | Add +2.7% | 373,146 | $6.9M |
| Palisade Capital Management, LP | 0.32% | Reduce -0.6% | 363,137 | $6.7M |
| Romano Brothers and Company | 0.67% | Reduce -1.4% | 358,827 | $6.6M |
| Mutual Advisors, LLC | 0.12% | Add +2.4% | 354,730 | $6.6M |
| Denali Advisors LLC | 0.66% | Reduce -6.1% | 354,445 | $6.6M |
| New South Capital Management Inc. | 0.28% | Reduce -3.0% | 349,945 | $6.5M |
| Smith Asset Management Co., LLC | 5.10% | Add +1.6% | 349,766 | $6.5M |
| Foresight Capital Management Advisors, Inc. | 3.12% | Add +17.1% | 345,778 | $6.4M |
| SCS Capital Management LLC | 0.06% | Reduce -7.1% | 345,103 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Add +1.3% | 343,851 | $6.4M |
| Sfmg, LLC | 0.39% | Reduce -2.6% | 342,928 | $6.4M |
| Carnegie Investment Counsel | 0.12% | Reduce -8.5% | 334,801 | $6.2M |
| Blume Capital Management, Inc. | 0.91% | Reduce -0.3% | 330,490 | $6.1M |
| Captrust Financial Advisors | 0.01% | Reduce -5.5% | 326,616 | $6.1M |
| AE Wealth Management LLC | 0.03% | Add +16.5% | 324,360 | $6.0M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -9.0% | 305,610 | $5.7M |
| Sargent Investment Group, LLC | 0.67% | Add +4.1% | 301,155 | $5.6M |
| Obermeyer Wealth Partners | 0.22% | Add +3.6% | 296,701 | $5.5M |
| Creative Planning | 0.00% | Add +1.9% | 284,299 | $5.3M |
| International Assets Investment Management, LLC | 0.31% | Reduce -10.4% | 282,421 | $5.3M |
| Payden & Rygel | 0.39% | Add +23663.8% | 275,660 | $5.1M |
| Sona Asset Management (us) LLC | 0.25% | New | 275,000 | $5.1M |
| Baugh & Associates, LLC | 2.20% | Reduce -11.8% | 268,304 | $5.0M |
| Liberty Mutual Group Asset Management Inc. | 0.43% | No change | 267,446 | $5.0M |
| Brown, Lisle/Cummings, Inc. | 1.10% | Add +21.0% | 265,633 | $4.9M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +14.3% | 264,044 | $4.9M |
| Evergreen Capital Management LLC | 0.08% | Reduce -1.4% | 258,693 | $4.8M |
| Mirador Capital Partners LP | 0.58% | Reduce -0.8% | 257,143 | $4.8M |
| Financial Management Network Inc. | 0.68% | Add +16.3% | 247,203 | $4.7M |
| Meridian Wealth Management, LLC | 0.15% | Add +12.3% | 253,713 | $4.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.25% | Add +0.8% | 250,049 | $4.6M |
| Ticino Wealth | 1.43% | Add +16.4% | 243,855 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 237,789 | $4.4M |
| Old Second National Bank of Aurora | 0.78% | New | 224,251 | $4.2M |
| Perennial Advisors, LLC | 0.65% | Reduce -5.0% | 224,244 | $4.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +38.0% | 223,214 | $4.1M |
| Family Manage LLC | 0.43% | Add +16.8% | 220,010 | $4.1M |
| Condor Capital Management | 0.30% | Reduce -1.0% | 217,126 | $4.0M |
| Truvestments Capital LLC | 0.59% | Add +1.3% | 214,953 | $4.0M |
| Clear Creek Financial Management, LLC | 0.24% | Reduce -3.4% | 199,404 | $3.7M |
| Challenger Wealth Management | 2.68% | Reduce -12.8% | 196,435 | $3.6M |
| Salem Investment Counselors Inc. | 0.09% | Reduce -12.1% | 196,071 | $3.6M |
| Arax Advisory Partners | 0.02% | Add +570.2% | 195,960 | $3.6M |
| LFG Wealth Partners, LLC | 1.69% | Add +18.9% | 195,003 | $3.6M |
| Intellectus Partners, LLC | 0.62% | Add +13.0% | 194,385 | $3.6M |
| Stableford Capital II LLC | 1.24% | Add +0.3% | 192,802 | $3.6M |
| Waverly Advisors, LLC | 0.02% | Add +3.4% | 192,694 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Add +33.5% | 191,952 | $3.6M |
| Avior Wealth Management, LLC | 0.09% | Reduce -3.5% | 188,289 | $3.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +10.0% | 187,290 | $3.5M |
| Baker Avenue Asset Management, LP | 0.07% | Add +0.8% | 186,217 | $3.5M |
| IHT Wealth Management, LLC | 0.07% | Add +8.4% | 182,377 | $3.4M |
| Parkwood LLC | 0.24% | No change | 178,402 | $3.3M |
| BBR Partners, LLC | 0.15% | Add +15.1% | 178,163 | $3.3M |
| Whipplewood Advisors, LLC | 2.22% | Add +38.1% | 177,662 | $3.3M |
| Cibc World Market Inc. | 0.01% | Add +2.6% | 175,676 | $3.3M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -11.8% | 175,452 | $3.3M |
| Rothschild Investment LLC | 0.12% | Add +47.2% | 174,299 | $3.2M |
| Providence Capital Advisors, LLC | 0.49% | Reduce -0.4% | 173,517 | $3.2M |
| Cornerstone Select Advisors, LLC | 1.34% | Add +4.9% | 171,613 | $3.2M |
| Sigma Planning Corp | 0.08% | Add +8.2% | 171,155 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.8% | 165,280 | $3.1M |
| Arkadios Wealth Advisors | 0.05% | Add +0.3% | 165,718 | $3.1M |
| Independent Advisor Alliance | 0.07% | Reduce -0.6% | 164,459 | $3.0M |
| AA Financial Advisors, LLC | 0.37% | Add +10.6% | 164,209 | $3.0M |
| Curated Wealth Partners LLC | 0.35% | No change | 161,868 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +21.0% | 161,597 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +132.4% | 155,429 | $2.9M |
| Waterloo Capital, L.P. | 0.16% | Reduce -1.5% | 155,301 | $2.9M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.14% | No change | 154,261 | $2.9M |
| Community Trust & Investment Co. | 0.15% | Add +3.7% | 153,949 | $2.9M |
| Prospera Financial Services Inc | 0.04% | Add +7.3% | 152,696 | $2.8M |
| Argent Trust Co | 0.08% | Add +4.8% | 151,031 | $2.8M |
| Cornerstone Advisory, LLC | 0.23% | Reduce -0.6% | 150,224 | $2.8M |
| Prelude Capital Management, LLC | 0.20% | Add +100.0% | 150,000 | $2.8M |
| Plan Group Financial, LLC | 0.56% | Add +21.0% | 147,018 | $2.7M |
| Cottage Street Advisors LLC | 1.04% | Reduce -7.7% | 145,471 | $2.7M |
| FourThought Financial Partners, LLC | 0.20% | Add +3.1% | 142,819 | $2.6M |
| Uniplan Investment Counsel, Inc. | 0.25% | Reduce -1.7% | 141,885 | $2.6M |
| Millennium Management | 0.00% | Reduce -69.4% | 141,770 | $2.6M |
| Larson Financial Group LLC | 0.07% | Add +2.0% | 140,341 | $2.6M |
| Gateway Wealth Partners, LLC | 0.16% | Reduce -48.0% | 139,984 | $2.6M |
| Taylor Frigon Capital Management LLC | 1.18% | Add +1.3% | 136,284 | $2.5M |
| Joel Isaacson & Co., LLC | 0.07% | Reduce -19.1% | 134,631 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +81.0% | 134,094 | $2.5M |
| Brendel Financial Advisors LLC | 1.15% | Add +0.3% | 133,968 | $2.5M |
| SlateStone Wealth, LLC | 0.18% | Reduce -14.9% | 130,395 | $2.4M |
| Elemental Capital Partners LLC | 0.50% | Add +140.0% | 128,732 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +63.2% | 120,376 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +6.4% | 119,790 | $2.2M |
| M&G PLC | 0.01% | Reduce -42.5% | 115,000 | $2.2M |
| Brown Advisory Inc. | 0.00% | Add +0.7% | 116,448 | $2.2M |
| MML Investors Services, LLC | 0.00% | Add +36.4% | 116,224 | $2.2M |
| Integras Partners LLC | 1.17% | Add +18.4% | 114,757 | $2.1M |
| P.A.W. Capital Corp. | 1.62% | Add +6.4% | 114,400 | $2.1M |
| Moneco Advisors, LLC | 0.13% | Add +475.5% | 114,350 | $2.1M |
| United Advisor Group, LLC | 0.22% | Add +0.8% | 113,090 | $2.1M |
| Riverbridge Partners LLC | 0.06% | Add +0.8% | 111,289 | $2.1M |
| Welch Financial Planning, LLC | 1.20% | Add +165.3% | 110,981 | $2.1M |
| Palogic Value Management, L.P. | 0.74% | Add +0.3% | 110,948 | $2.1M |
| Orographic Financial Advisors, LLC | 1.36% | Add +2.5% | 103,345 | $2.1M |
| Global Strategic Management Inc. | 1.55% | Add +4.9% | 108,192 | $2.0M |
| WCG Wealth Advisors LLC | 0.05% | Add +0.0% | 106,532 | $2.0M |
| Fifth Third Bancorp | 0.00% | Reduce -9.0% | 105,321 | $2.0M |
| Mainstay Capital Management LLC | 0.14% | Add +2.3% | 104,633 | $1.9M |
| Brown Miller Wealth Management, LLC | 0.48% | Add +27.6% | 102,473 | $1.9M |
| HB Wealth Management, LLC | 0.01% | Reduce -33.4% | 101,316 | $1.9M |
| Certior Financial Group, LLC | 1.02% | Add +39.4% | 100,816 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 100,374 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.9% | 99,665 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Reduce -31.0% | 98,856 | $1.8M |
| Savvy Advisors, Inc. | 0.04% | Add +10.9% | 98,491 | $1.8M |
| AQR Capital Management | 0.00% | Add +0.4% | 97,235 | $1.8M |
| Black Swift Group, LLC | 0.26% | Reduce -6.4% | 96,440 | $1.8M |
| Eagle Global Advisors LLC | 0.06% | Reduce -3.4% | 96,360 | $1.8M |
| Ieq Capital, LLC | 0.01% | Reduce -52.8% | 96,304 | $1.8M |
| BankPlus Trust Department | 0.42% | Add +4.5% | 96,072 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.5% | 95,903 | $1.8M |
| Essex Financial Services, Inc. | 0.09% | Reduce -1.3% | 95,662 | $1.8M |
| Marshall Wace, LLP | 0.00% | New | 95,503 | $1.8M |
| HUB Investment Partners, LLC | 0.03% | Reduce -1.4% | 94,125 | $1.7M |
| Wedbush Securities Inc. | 0.04% | Add +4.6% | 91,411 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 0.32% | Add +7.1% | 89,789 | $1.7M |
| NFSG Corp | 0.20% | Add +67.5% | 88,153 | $1.6M |
| Texas Yale Capital Corp. | 0.04% | Reduce -4.9% | 87,325 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -9.7% | 85,637 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +25.3% | 84,572 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +5.9% | 84,392 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +3.9% | 84,207 | $1.6M |
| Bank of New Hampshire | 0.33% | Add +5.6% | 84,128 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -0.1% | 83,330 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +4.7% | 83,389 | $1.5M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -10.1% | 83,309 | $1.5M |
| Caxton Associates LLP | 0.03% | Reduce -3.2% | 82,693 | $1.5M |
| Castle Wealth Management LLC | 0.45% | Add +3.9% | 81,837 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.7% | 81,266 | $1.5M |
| Lazari Capital Management, Inc. | 0.47% | Add +33.5% | 80,850 | $1.5M |
| Register Financial Advisors LLC | 0.45% | Add +1.3% | 80,038 | $1.5M |
| Stiles Financial Services Inc | 0.37% | Reduce -2.0% | 79,696 | $1.5M |
| Spire Wealth Management | 0.04% | Add +9.4% | 79,181 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -33.1% | 79,012 | $1.5M |
| Ayrshire Capital Management LLC | 0.68% | Reduce -2.0% | 78,749 | $1.5M |
| Eos Management, L.P. | 0.58% | No change | 78,500 | $1.5M |
| Bramshill Investments, LLC | 0.11% | Add +1.2% | 77,871 | $1.4M |
| Delphi Financial Group, Inc. | 0.71% | No change | 77,000 | $1.4M |
| UMB Bank, n.a. | 0.02% | Add +5011.5% | 76,673 | $1.4M |
| Marble Wealth, LLC | 0.22% | Reduce -9.0% | 76,661 | $1.4M |
| RDA Financial Network | 0.31% | Add +0.5% | 76,633 | $1.4M |
| Midwest Professional Planners, LTD. | 0.28% | Add +11.0% | 76,617 | $1.4M |
| Essential Investment Partners LLC | 1.14% | Add +6.5% | 76,496 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | No change | 76,300 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.12% | New | 76,250 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | — | 75,075 | $1.4M |
| Caption Management, LLC | 0.05% | New | 74,700 | $1.4M |
| Naples Global Advisors, LLC | 0.08% | Reduce -3.1% | 73,602 | $1.4M |
| Western Wealth Management, LLC | 0.04% | Reduce -4.4% | 73,575 | $1.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.19% | Add +13.9% | 71,285 | $1.3M |
| Linden Thomas Advisory Services, LLC | 0.11% | Add +5.1% | 71,192 | $1.3M |
| Banque Cantonale Vaudoise | 0.05% | No change | 70,000 | $1.3M |
| Independent Wealth Network Inc. | 0.33% | Add +24.4% | 69,058 | $1.3M |
| HRT Financial LP | 0.00% | New | 68,813 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.2% | 68,637 | $1.3M |
| Samalin Investment Counsel, LLC | 0.41% | Reduce -8.8% | 68,479 | $1.3M |
| Key Client Fiduciary Advisors, LLC | 0.37% | Add +3.6% | 67,752 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -0.9% | 67,704 | $1.3M |
| Tidal Investments LLC | 0.00% | No change | 66,297 | $1.2M |
| HSBC Holdings PLC | 0.00% | No change | 66,100 | $1.2M |
| Atlantic Union Bankshares Corp | 0.02% | Add +7.5% | 66,099 | $1.2M |
| Pettinga Financial Advisors LLC | 0.20% | Reduce -2.7% | 65,900 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.7% | 63,286 | $1.2M |
| VPR Management LLC | 0.47% | Add +1.0% | 63,254 | $1.2M |
| Elgethun Capital Management | 0.16% | New | 62,740 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 62,529 | $1.2M |
| Dickmeyer Boyce Financial Management, Inc. | 0.60% | Reduce -1.4% | 62,500 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Reduce -26.1% | 61,970 | $1.1M |
| Commerce Bank | 0.01% | Add +14.5% | 61,786 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Add +7.7% | 61,652 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.2% | 61,533 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +13.1% | 60,567 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -5.0% | 60,034 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -14.0% | 59,967 | $1.1M |
| Baldwin Investment Management, LLC | 0.11% | Reduce -1.3% | 59,409 | $1.1M |
| River Street Advisors LLC | 0.32% | New | 59,267 | $1.1M |
| Cordoba Advisory Partners LLC | 0.23% | Add +23.4% | 58,179 | $1.1M |
| Modern Wealth Management, LLC | 0.01% | Reduce -8.0% | 58,354 | $1.1M |
| GoalVest Advisory LLC | 0.20% | Reduce -0.6% | 58,237 | $1.1M |
| Cascade Investment Group, Inc. | 0.60% | Reduce -1.8% | 58,195 | $1.1M |
| Granite FO LLC | 0.57% | Reduce -51.2% | 57,715 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | Add +393.8% | 57,549 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -12.6% | 57,579 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.9% | 57,007 | $1.1M |
| Accel Wealth Management | 0.24% | Add +4.0% | 56,895 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +3.1% | 56,523 | $1.0M |
| Lantz Financial LLC | 0.19% | Add +1.3% | 56,382 | $1.0M |
| BKM Wealth Management, LLC | 0.37% | Add +12.3% | 56,152 | $1.0M |
| C2C Wealth Management, LLC | 0.81% | No change | 55,850 | $1.0M |
| Inspire Advisors, LLC | 0.07% | Add +1.7% | 55,342 | $1.0M |
| Allworth Financial LP | 0.00% | Add +3.8% | 55,265 | $1.0M |
| FLC Capital Advisors | 0.17% | Reduce -11.3% | 55,188 | $1.0M |
| Investment Partners Asset Management, Inc. | 0.56% | Add +6.1% | 53,734 | $996K |
| Delphi Management Inc. | 0.96% | Add +0.1% | 53,060 | $983K |
| DAVENPORT & Co LLC | 0.01% | Reduce -5.7% | 52,696 | $976K |
| Kovack Advisors, Inc. | 0.05% | Add +186.1% | 51,803 | $961K |
| Canal Capital Management, LLC | 0.12% | Add +14.7% | 51,319 | $951K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.0% | 50,597 | $938K |
| Lewis Asset Management, LLC | 0.33% | Add +88.9% | 50,248 | $931K |
| Callodine Capital Management, LP | 0.06% | New | 50,000 | $927K |
| Parallel Advisors, LLC | 0.01% | Reduce -6.5% | 49,963 | $926K |
| MAI Capital Management | 0.00% | Add +124.7% | 49,696 | $921K |
| Ancora Advisors LLC | 0.02% | Add +4.7% | 49,193 | $912K |
| Sculati Wealth Management, LLC | 0.30% | Reduce -52.2% | 46,708 | $895K |
| Westbourne Investment Advisors, Inc. | 0.24% | Add +3.1% | 47,050 | $872K |
| Stonebridge Financial Planning Group, LLC | 0.28% | Reduce -42.7% | 46,997 | $871K |
| Haven Private, LLC | 0.33% | Add +1.3% | 46,961 | $870K |
| Trexquant Investment LP | 0.01% | Reduce -95.6% | 45,937 | $851K |
| Financial Gravity Companies, Inc. | 0.14% | — | 45,662 | $846K |
| Carnegie Lake Advisors LLC | 0.31% | Add +0.2% | 45,505 | $843K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | Add +1745.8% | 45,481 | $843K |
| Beverly Hills Private Wealth, LLC | 0.16% | Reduce -0.6% | 45,111 | $836K |
| McDonald Partners LLC | 0.20% | Add +50.0% | 45,000 | $834K |
| LexAurum Advisors, LLC | 0.10% | Reduce -1.8% | 44,864 | $831K |
| Commerce Advisors, LLC | 0.44% | Add +0.7% | 43,986 | $815K |
| Brookstone Capital Management | 0.01% | Reduce -9.9% | 43,648 | $809K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -13.3% | 43,642 | $809K |
| US Bancorp \de | 0.00% | Reduce -5.3% | 43,444 | $805K |
| Keybank National Association | 0.00% | Add +10.4% | 43,271 | $802K |
| IFP Advisors, Inc | 0.01% | Reduce -2.1% | 43,071 | $798K |
| Port Capital LLC | 0.03% | No change | 43,000 | $797K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +45.9% | 42,872 | $794K |
| Fiduciary Group, LLC | 0.06% | Reduce -2.6% | 42,823 | $794K |
| Magnolia Capital Advisors LLC | 0.14% | Reduce -15.4% | 42,591 | $789K |
| Nissay Asset Management Corp. /Japan | 0.00% | No change | 42,186 | $782K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.5% | 42,149 | $781K |
| Wealthspire Advisors, LLC | 0.00% | Add +119.1% | 41,955 | $777K |
| Cresset Asset Management, LLC | 0.00% | Add +29.4% | 41,729 | $773K |
| Diversify Advisory Services, LLC | 0.01% | Add +100.6% | 39,707 | $750K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -5.2% | 39,707 | $750K |
| Gsa Capital Partners LLP | 0.05% | New | 40,340 | $748K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.8% | 40,307 | $747K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -0.8% | 40,291 | $747K |
| Mallini Complete Financial Planning LLC | 0.59% | Add +0.4% | 40,027 | $742K |
| Natixis | 0.00% | Reduce -58.8% | 39,920 | $740K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -30.7% | 39,030 | $723K |
| Meridian Investment Counsel Inc. | 0.15% | Reduce -15.1% | 38,940 | $722K |
| NewSquare Capital LLC | 0.05% | Add +11.3% | 38,902 | $721K |
| Werlinich Asset Management, LLC | 0.28% | Add +0.9% | 38,880 | $720K |
| Tempus Wealth Planning, LLC | 0.14% | No change | 38,642 | $716K |
| Guggenheim Capital LLC | 0.00% | Add +10.4% | 38,583 | $715K |
| Duncker Streett & Co. Inc. | 0.12% | Reduce -17.9% | 38,418 | $712K |
| Empowered Funds, LLC | 0.00% | Reduce -51.1% | 38,192 | $708K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.9% | 38,084 | $706K |
| PFG Investments, LLC | 0.03% | Add +39.1% | 37,572 | $696K |
| Everstar Asset Management, LLC | 0.33% | Reduce -0.7% | 37,389 | $693K |
| 1620 Investment Advisors, Inc. | 0.43% | Reduce -12.5% | 37,166 | $689K |
| Intrua Financial, LLC | 0.06% | Add +14.0% | 36,932 | $684K |
| Wedmont Private Capital | 0.02% | Reduce -2.5% | 36,412 | $684K |
| First National Bank of Mount Dora, Trust Investment Services | 0.13% | No change | 35,964 | $666K |
| Family Wealth Partners, LLC | 0.20% | Add +8.4% | 35,807 | $663K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.2% | 35,703 | $663K |
| Monument Capital Management | 0.13% | Reduce -0.6% | 35,592 | $660K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -10.4% | 35,423 | $656K |
| Balboa Wealth Partners | 0.09% | Reduce -6.6% | 34,896 | $647K |
| Midwest Trust Co | 0.01% | No change | 34,401 | $637K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +18.6% | 33,368 | $618K |
| WESPAC Advisors, LLC | 0.30% | Add +4.1% | 33,090 | $613K |
| Jackson Thornton Wealth Management, LLC | 0.05% | New | 32,912 | $610K |
| Jump Financial, LLC | 0.01% | Add +15.7% | 32,700 | $606K |
| Cypress Wealth Services, LLC | 0.07% | Add +124.1% | 32,675 | $605K |
| Jones Financial Companies LLLP | 0.00% | Add +25.0% | 33,206 | $604K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +33.9% | 32,567 | $603K |
| Compound Planning, Inc. | 0.02% | Add +6.4% | 32,540 | $603K |
| Millennium Capital Advisors, LLC | 0.33% | Reduce 0.0% | 32,454 | $601K |
| Triumph Capital Management | 0.11% | Add +29.2% | 32,350 | $599K |
| St Germain D J Co. Inc. | 0.02% | Reduce -27.2% | 32,150 | $596K |
| Quadrant Capital Group LLC | 0.02% | Add +4118.4% | 31,680 | $587K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +4.8% | 31,558 | $585K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | Add +2.7% | 31,536 | $584K |
| Albion Financial Group | 0.03% | Reduce -18.1% | 31,295 | $580K |
| Marathon Capital Management | 0.12% | Reduce -81.3% | 30,981 | $574K |
| VestGen Advisors, LLC | 0.02% | Reduce -10.2% | 30,970 | $574K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -58.3% | 30,842 | $572K |
| Access Investment Management LLC | 0.15% | No change | 30,675 | $568K |
| Pinion Investment Advisors, LLC | 0.11% | Add +1.2% | 30,605 | $567K |
| Western Financial Corp | 0.17% | Add +2.6% | 30,404 | $563K |
| Wealthcare Capital Partners, LLC | 0.23% | Add +4.1% | 30,320 | $562K |
| Palacios Wealth Management, LLC | 0.33% | No change | 30,224 | $560K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 30,000 | $556K |
| MBM Wealth Consultants, LLC | 0.11% | Reduce -70.6% | 29,900 | $554K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.5% | 29,618 | $549K |
| Roman Butler Fullerton & Co. | 0.13% | Add +5.5% | 29,231 | $545K |
| Pasadena Private Wealth, LLC | 0.07% | No change | 29,275 | $542K |
| Bank Ozk | 0.16% | Reduce -29.1% | 29,166 | $540K |
| COFG Advisors, LLC | 0.09% | Reduce -3.8% | 29,141 | $540K |
| J.M. Arbour, LLC | 0.46% | Add +33.7% | 28,708 | $532K |
| Cidel Asset Management Inc. | 0.03% | New | 28,600 | $530K |
| Venture Visionary Partners LLC | 0.01% | Add +9.3% | 28,386 | $526K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -21.9% | 27,624 | $512K |
| Belpointe Asset Management LLC | 0.02% | Add +8.0% | 27,486 | $509K |
| Milestone Asset Management Group, LLC | 0.26% | New | 27,438 | $508K |
| S&T Bank | 0.15% | Reduce -16.2% | 26,778 | $496K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.4% | 26,582 | $493K |
| Private Trust Co. NA | 0.04% | Add +5.4% | 26,503 | $491K |
| Group One Trading LLC | 0.01% | Reduce -90.0% | 26,393 | $489K |
| Maia Wealth LLC | 0.07% | Add +2.0% | 26,317 | $488K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.9% | 26,212 | $486K |
| M Holdings Securities, Inc. | 0.07% | Add +3.3% | 26,187 | $485K |
| Baron Financial Group, LLC | 0.23% | No change | 25,977 | $481K |
| CoreCap Advisors, LLC | 0.01% | Add +23.5% | 25,831 | $479K |
| Navis Wealth Advisors, LLC | 0.18% | Add +1.4% | 25,756 | $477K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -2.8% | 25,320 | $469K |
| SMH Capital Advisors Inc. | 1.82% | Add +127.3% | 25,003 | $463K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.9% | 24,715 | $458K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -39.3% | 24,562 | $455K |
| Tyche Wealth Partners LLC | 0.06% | Add +40.7% | 24,402 | $452K |
| FSA Advisors, Inc. | 0.21% | No change | 24,369 | $452K |
| Scotia Capital Inc. | 0.00% | No change | 24,113 | $447K |
| Harbour Investments, Inc. | 0.01% | Add +1.9% | 23,665 | $439K |
| Clark Financial Services Group Inc. | 0.21% | Add +19.4% | 23,524 | $436K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -1.5% | 23,351 | $433K |
| BankPlus Wealth Management LLC | 0.19% | Add +3.6% | 23,335 | $432K |
| Magnus Financial Group LLC | 0.03% | Add +2.6% | 23,302 | $432K |
| DCM Advisors, LLC | 0.17% | Add +1.4% | 25,341 | $432K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -1.2% | 23,292 | $432K |
| Headlands Technologies LLC | 0.05% | Add +20.9% | 23,040 | $427K |
| Eight 31 Financial, LLC | 0.25% | Add +7.1% | 22,988 | $426K |
| Parcion Private Wealth LLC | 0.02% | No change | 22,982 | $426K |
| Hilltop Holdings Inc. | 0.03% | Reduce -22.5% | 22,918 | $425K |
| Precedent Wealth Partners, LLC | 0.07% | New | 22,846 | $423K |
| Mission Hills Financial Advisory, LLC | 0.19% | New | 22,813 | $423K |
| JBR Co Financial Management Inc | 0.15% | Reduce -10.3% | 22,410 | $415K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.4% | 22,420 | $415K |
| Whitener Capital Management, Inc. | 0.09% | Reduce -5.0% | 22,286 | $413K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -38.7% | 22,284 | $413K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -10.0% | 22,251 | $412K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -1.8% | 22,068 | $409K |
| Havemeyer Place LP | 0.04% | Reduce -56.8% | 21,760 | $403K |
| Garden State Investment Advisory Services LLC | 0.08% | No change | 21,535 | $399K |
| Xcelsior Advisor Partners LLC | 0.05% | New | 21,534 | $399K |
| Confluence Wealth Services, Inc. | 0.01% | New | 21,271 | $394K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 21,193 | $393K |
| Compass Capital Corp. /Ma/ | 0.13% | Add +2.6% | 19,808 | $392K |
| LeClair Wealth Partners LLC | 0.20% | New | 21,087 | $391K |
| Canton Hathaway, LLC | 0.07% | Reduce -29.1% | 21,000 | $389K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 21,000 | $389K |
| Intrepid Capital Management Inc. | 0.16% | No change | 20,959 | $388K |
| Xcel Wealth Management, LLC | 0.09% | Reduce -0.4% | 20,864 | $387K |
| Northern Trust Corp. | 0.00% | Add +9.8% | 20,517 | $380K |
| Axxcess Wealth Management, LLC | 0.01% | New | 20,455 | $379K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 20,445 | $379K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Reduce -9.8% | 20,338 | $377K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -55.4% | 20,925 | $376K |
| Heritage Trust Co | 0.03% | No change | 20,185 | $374K |
| Trueblood Wealth Management, LLC | 0.13% | Add +2.1% | 20,065 | $372K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.4% | 20,063 | $372K |
| PARK CIRCLE Co | 0.33% | No change | 20,000 | $371K |
| American National Bank & Trust | 0.03% | No change | 20,000 | $371K |
| Closed-End Fund Advisors, Inc. | 0.36% | Reduce -24.4% | 19,987 | $370K |
| Prostatis Group LLC | 0.09% | Add +3.3% | 19,898 | $369K |
| Severin Investments, LLC | 0.28% | Reduce -17.6% | 19,835 | $368K |
| Signaturefd, LLC | 0.00% | Add +24.7% | 19,712 | $365K |
| Fisher Asset Management | 0.00% | Add +52.1% | 19,701 | $365K |
| Rhodes Investment Advisors Inc. | 0.27% | Reduce -4.3% | 19,500 | $361K |
| Triad Investment Management | 0.40% | Reduce -33.9% | 19,474 | $361K |
| Clearstead Trust, LLC | 0.05% | Reduce -27.3% | 19,458 | $361K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -22.8% | 19,433 | $360K |
| Hyposwiss Advisors SA | 0.34% | Add +98.1% | 19,335 | $358K |
| BIP Wealth, LLC | 0.01% | New | 19,265 | $357K |
| AlTi Global, Inc. | 0.01% | New | 19,198 | $356K |
| Commons Capital, LLC | 0.25% | No change | 19,000 | $352K |
| TCTC Holdings, LLC | 0.01% | No change | 19,000 | $352K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -18.6% | 18,981 | $352K |
| Aurora Private Wealth, Inc. | 0.22% | Reduce -25.7% | 18,869 | $350K |
| Mgo One Seven LLC | 0.01% | Reduce -95.5% | 18,846 | $349K |
| Ethos Financial Group, LLC | 0.02% | Reduce -2.4% | 18,642 | $349K |
| Future Financial Wealth Managment LLC | 0.22% | Reduce -5.6% | 18,545 | $345K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 18,526 | $343K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -3.0% | 18,525 | $343K |
| Samjo Management, LLC | 0.12% | No change | 18,500 | $343K |
| Virtue Capital Management, LLC | 0.05% | Add +47.0% | 18,470 | $342K |
| Moors & Cabot, Inc. | 0.01% | Reduce -20.8% | 18,399 | $341K |
| LVW Advisors, LLC | 0.03% | Add +0.9% | 18,231 | $338K |
| Global Assets Advisory, LLC | 0.07% | Reduce -1.4% | 18,021 | $337K |
| Glenview Trust Co | 0.00% | Reduce -6.8% | 18,200 | $337K |
| Beto Financial Group, LLC | 0.18% | No change | 17,751 | $337K |
| Advisory Advocates, LLC | 0.29% | New | 18,180 | $337K |
| Ascent Group, LLC | 0.01% | Reduce -28.5% | 18,144 | $336K |
| Kentucky Trust Co | 0.16% | Add +4.7% | 18,106 | $336K |
| Virtus Investment Advisers, LLC | 0.08% | Reduce -24.3% | 18,080 | $335K |
| Focus Financial Network, Inc. | 0.01% | New | 18,000 | $334K |
| Wealth Alliance Advisory Group, LLC | 0.05% | Reduce -1.6% | 17,803 | $330K |
| Wealth Quarterback LLC | 0.10% | Reduce -8.6% | 17,774 | $329K |
| CWS Financial Advisors, LLC | 0.07% | Add +17.9% | 17,638 | $327K |
| Secure Asset Management, LLC | 0.05% | Add +69.2% | 17,626 | $327K |
| World Investment Advisors | 0.01% | Reduce -19.9% | 17,937 | $326K |
| Mission Wealth Management, LP | 0.00% | Add +56.4% | 17,578 | $326K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -2.1% | 17,559 | $325K |
| Advocate Investing Services LLC | 0.25% | No change | 17,410 | $323K |
| TT Capital Management LLC | 0.25% | New | 17,200 | $319K |
| XML Financial, LLC | 0.02% | Reduce -8.2% | 17,019 | $315K |
| Choreo, LLC | 0.00% | Reduce -4.3% | 17,014 | $315K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.3% | 16,999 | $315K |
| Americana Partners, LLC | 0.01% | Add +7.5% | 16,911 | $313K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -81.2% | 16,779 | $311K |
| Genesis Financial Group, LLC | 0.20% | Reduce -2.7% | 16,739 | $310K |
| Gentry Private Wealth, LLC | 0.16% | Reduce -2.2% | 16,664 | $309K |
| Operose Advisors LLC | 0.06% | New | 16,624 | $308K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -62.9% | 16,614 | $308K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.2% | 16,614 | $308K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | New | 16,595 | $308K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.3% | 16,474 | $305K |
| Angeles Wealth Management, LLC | 0.01% | Add +2.9% | 16,465 | $305K |
| Almanack Investment Partners, LLC. | 0.04% | Add +0.2% | 16,381 | $304K |
| Activest Wealth Management | 0.06% | Reduce -56.9% | 16,317 | $302K |
| Cane Capital Partners, LLC | 0.12% | Add +45.1% | 16,280 | $302K |
| Reicon Wealth Advisors, LLC | 0.19% | Add +1.2% | 16,264 | $301K |
| Moody National Bank Trust Division | 0.02% | Reduce -0.2% | 16,027 | $297K |
| Aua Capital Management, LLC | 0.14% | Reduce -31.6% | 15,990 | $296K |
| Successful Portfolios LLC | 0.14% | Add +14.5% | 15,787 | $294K |
| TSA Wealth Managment LLC | 0.08% | No change | 15,823 | $293K |
| Rayburn West Financial Services LLC | 0.16% | Reduce -1.0% | 15,775 | $292K |
| NorthRock Partners, LLC | 0.00% | Reduce -4.8% | 15,683 | $291K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -1.3% | 15,472 | $287K |
| Sterling Group Wealth Management, LLC | 0.12% | Add +48.5% | 15,463 | $287K |
| Trek Financial, LLC | 0.01% | Reduce -10.4% | 15,398 | $285K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.1% | 15,395 | $285K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -41.5% | 15,223 | $282K |
| SageGuard Financial Group, LLC | 0.04% | Reduce -7.2% | 15,176 | $281K |
| Advisory Solutions Group, LLC | 0.10% | — | 15,125 | $280K |
| Clearwave Capital, LLC | 0.15% | No change | 15,120 | $280K |
| Merkkuri Wealth Advisors LLC | 0.17% | No change | 15,117 | $280K |
| Visionary Wealth Advisors | 0.01% | Add +6.5% | 15,115 | $280K |
| Triton Financial Group Inc | 0.16% | New | 15,091 | $280K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.3% | 14,996 | $278K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 14,884 | $276K |
| Firestone Capital Management | 0.05% | No change | 14,850 | $275K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | New | 14,745 | $273K |
| Savant Capital, LLC | 0.00% | Reduce -82.3% | 14,616 | $271K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +5.6% | 14,584 | $270K |
| Trivium Point Advisory, LLC | 0.02% | Add +0.3% | 14,581 | $270K |
| Brighton Jones LLC | 0.01% | Add +2.1% | 14,418 | $267K |
| Values Added Financial LLC | 0.10% | Reduce -13.2% | 14,295 | $265K |
| Armistice Capital, LLC | 0.01% | New | 14,191 | $263K |
| EP Wealth Advisors, LLC | 0.00% | New | 14,131 | $262K |
| Highlander Partners, L.P. | 0.09% | No change | 14,000 | $259K |
| Palliser Capital (UK) Ltd | 0.14% | New | 13,897 | $258K |
| Sowell Financial Services LLC | 0.01% | Reduce -24.5% | 13,848 | $257K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -27.2% | 13,773 | $255K |
| Maridea Wealth Management LLC | 0.03% | Reduce -26.9% | 13,739 | $255K |
| Calydon Capital | 0.04% | Reduce -0.7% | 13,725 | $254K |
| IFG Advisory, LLC | 0.01% | Add +2492.8% | 13,638 | $253K |
| Fortis Capital Advisors, LLC | 0.03% | Add +26.4% | 13,591 | $252K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -61.0% | 13,392 | $248K |
| Sprott Inc. | 0.01% | New | 13,389 | $248K |
| First Manhattan Co. Llc. | 0.00% | No change | 13,351 | $247K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.9% | 13,267 | $246K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -38.1% | 13,522 | $244K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -39.6% | 13,041 | $242K |
| Reliant Investment Partners, LLC | 0.16% | Add +9.0% | 13,005 | $241K |
| Purkiss Capital Advisors LLC | 0.09% | No change | 13,000 | $241K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +2.6% | 12,998 | $241K |
| DRW Securities, LLC | 0.01% | Reduce -48.0% | 12,994 | $241K |
| Bleakley Financial Group, LLC | 0.00% | Add +2.4% | 12,942 | $240K |
| O'ROURKE & COMPANY, Inc | 0.08% | Add +11.4% | 12,888 | $239K |
| Vise Technologies, Inc. | 0.00% | Add +21.3% | 12,843 | $238K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -0.4% | 12,825 | $238K |
| Mackenzie Financial Corp. | 0.00% | New | 12,820 | $238K |
| Bison Wealth, LLC | 0.02% | No change | 12,723 | $236K |
| Worth Asset Management, LLC | 0.08% | Reduce -7.6% | 12,705 | $235K |
| Camelot Portfolios, LLC | 0.16% | New | 12,538 | $232K |
| Autumn Glory Partners, LLC | 0.07% | No change | 12,535 | $232K |
| Sage Investment Counsel LLC | 0.23% | No change | 12,420 | $230K |
| Kornitzer Capital Management Inc. | 0.00% | Reduce -7.5% | 12,363 | $229K |
| NorthCoast Asset Management LLC | 0.01% | No change | 12,235 | $227K |
| Neo Ivy Capital Management | 0.05% | New | 12,198 | $226K |
| Fulton Breakefield Broenniman LLC | 0.01% | No change | 12,082 | $224K |
| Chapin Davis, Inc. | 0.04% | Add +0.2% | 12,052 | $223K |
| Dearborn Partners LLC | 0.01% | No change | 12,000 | $222K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -52.6% | 12,000 | $222K |
| Pacific Center for Financial Services | 0.05% | New | 11,968 | $222K |
| Rothschild Wealth LLC | 0.02% | Reduce -0.1% | 11,908 | $221K |
| Wick Capital Partners, LLC | 0.03% | New | 11,700 | $217K |
| Brucke Financial, Inc. | 0.10% | Reduce -6.9% | 11,673 | $216K |
| Alpha Omega Wealth Management LLC | 0.03% | Add +2.5% | 11,658 | $216K |
| Promethium Advisors,llc | 0.10% | No change | 11,586 | $215K |
| Bridgewealth Advisory Group, LLC | 0.04% | Reduce -39.9% | 11,530 | $214K |
| Beaumont Financial Advisors, LLC | 0.01% | Reduce -8.4% | 11,489 | $213K |
| 180 Wealth Advisors, LLC | 0.02% | New | 11,470 | $213K |
| Stablepoint Partners, LLC | 0.03% | Add +0.3% | 11,431 | $212K |
| HM Payson & Co. | 0.00% | No change | 11,361 | $211K |
| Western Pacific Wealth Management, LP | 0.19% | No change | 11,261 | $209K |
| Catalyst Capital Advisors LLC | 0.00% | Add +7.1% | 11,244 | $208K |
| Valeo Financial Advisors, LLC | 0.00% | Reduce -5.7% | 11,207 | $208K |
| Fiduciary Family Office, LLC | 0.05% | Reduce -0.0% | 11,185 | $207K |
| Advyzon Investment Management, LLC | 0.01% | New | 11,105 | $206K |
| Banco Santander, S.A. | 0.00% | Add +2.7% | 11,070 | $205K |
| Certuity, LLC | 0.01% | Reduce -14.2% | 11,039 | $205K |
| Madison Park Capital Advisors, LLC | 0.15% | Reduce -64.6% | 3,544 | $204K |
| Miller Global Investments, LLC | 0.17% | No change | 10,968 | $203K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -0.3% | 10,750 | $199K |
| Riverwater Partners LLC | 0.06% | New | 10,712 | $198K |
| Procyon Advisors, LLC | 0.01% | Add +6.1% | 10,708 | $198K |
| Vista Investment Management | 0.06% | Reduce -3.1% | 10,697 | $198K |
| Sound View Wealth Advisors Group, LLC | 0.01% | No change | 10,688 | $198K |
| Core Wealth Partners LLC | 0.08% | No change | 10,678 | $198K |
| Bank of Montreal | 0.00% | Reduce -2.0% | 10,672 | $198K |
| Penn Davis McFarland Inc. | 0.02% | New | 10,663 | $198K |
| Flputnam Investment Management Co. | 0.00% | New | 10,662 | $198K |
| CWA Asset Management Group, LLC | 0.01% | No change | 10,660 | $198K |
| True North Advisors, LLC | 0.02% | Add +3.3% | 10,614 | $197K |
| Astoria Portfolio Advisors LLC. | 0.03% | Add +1.3% | 10,591 | $196K |
| Capstone Investment Advisors, LLC | 0.00% | Add +1.0% | 10,544 | $195K |
| North Star Investment Management Corp. | 0.01% | Reduce -13.9% | 10,500 | $195K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -11.4% | 10,479 | $194K |
| M&T Bank Corp | 0.00% | New | 10,444 | $194K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 10,441 | $193K |
| Stonebridge Financial Group, LLC | 0.03% | — | 10,421 | $193K |
| Quantum Financial Partners LLC | 0.10% | — | 10,400 | $193K |
| KLCM Advisors, Inc. | 0.02% | No change | 10,370 | $192K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.3% | 10,365 | $192K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -3.4% | 10,363 | $192K |
| Park Avenue Securities LLC | 0.00% | New | 10,050 | $186K |
| Caz Investments LP | 0.09% | No change | 10,000 | $185K |
| Peddock Capital Advisors, LLC | 0.04% | No change | 10,000 | $185K |
| Southeast Asset Advisors, LLC | 0.02% | New | 10,000 | $185K |
| Glass Jacobson Investment Advisors llc | 0.06% | No change | 9,950 | $184K |
| MCF Advisors LLC | 0.01% | Add +12.4% | 9,839 | $182K |
| Bogart Wealth, LLC | 0.01% | Add +250.1% | 9,799 | $182K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -6.2% | 9,653 | $179K |
| Rossby Financial, LCC | 0.03% | Add +72.4% | 9,467 | $175K |
| Assetmark, Inc. | 0.00% | Add +15.1% | 8,665 | $161K |
| Twin Tree Management, LP | 0.02% | Reduce -10.3% | 8,241 | $153K |
| Westend Capital Management, LLC | 0.03% | No change | 8,165 | $151K |
| Hurley Capital, LLC | 0.08% | Add +2.1% | 8,033 | $149K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 7,547 | $140K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.1% | 6,944 | $130K |
| Anchor Investment Management, LLC | 0.01% | No change | 6,161 | $114K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 6,106 | $113K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +21.8% | 5,691 | $105K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.6% | 5,671 | $105K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 5,625 | $104K |
| Graticule Asia Macro Advisors LLC | 0.01% | New | 5,582 | $103K |
| Chilton Capital Management LLC | 0.00% | No change | 5,500 | $102K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +634.0% | 5,402 | $100K |
| Bessemer Group Inc. | 0.00% | Add +238.7% | 4,966 | $92K |
| Centennial Bank | 0.03% | No change | 4,856 | $90K |
| Luken Investment Analytics, LLC | 0.03% | No change | 4,600 | $85K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 4,524 | $84K |
| Barclays PLC | 0.00% | Reduce -99.3% | 4,520 | $84K |
| Westfuller Advisors, LLC | 0.03% | Add +2.6% | 4,380 | $81K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -2.7% | 4,344 | $80K |
| Investors Research Corp | 0.01% | No change | 4,296 | $80K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 4,246 | $79K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +2105.3% | 4,190 | $78K |
| Institute for Wealth Management, LLC. | 0.01% | New | 4,055 | $75K |
| Delta Asset Management LLC | 0.01% | Reduce -3.6% | 4,055 | $75K |
| Highland Investment Advisors LLC | 0.03% | — | 3,693 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,638 | $67K |
| KERR FINANCIAL PLANNING Corp | 0.07% | No change | 3,577 | $66K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -25.9% | 3,430 | $64K |
| Huntington National Bank | 0.00% | Add +69.4% | 3,408 | $63K |
| Sankala Group LLC | 0.04% | Add +5.3% | 3,185 | $63K |
| Key Capital Management, INC | 0.03% | Reduce -20.9% | 3,220 | $60K |
| Trust Co. of Vermont | 0.00% | — | 3,125 | $58K |
| 1015 Capital Partners, LLC | 0.05% | No change | 3,100 | $57K |
| Security National Bank | 0.01% | No change | 3,041 | $56K |
| Caitlin John, LLC | 0.03% | Add +20.0% | 3,000 | $56K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -27.0% | 2,699 | $50K |
| CX Institutional | 0.00% | Reduce -24.4% | 2,685 | $50K |
| Bellevue Asset Management, LLC | 0.02% | No change | 2,600 | $48K |
| CVA Family Office, LLC | 0.00% | No change | 2,530 | $47K |
| MTM Investment Management, LLC | 0.01% | No change | 2,520 | $47K |
| Estabrook Capital Management | 0.01% | Add +42.4% | 2,350 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 2,300 | $43K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,063 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -61.5% | 2,060 | $38K |
| Wolff Wiese Magana LLC | 0.02% | Add +2.6% | 2,004 | $37K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 2,000 | $37K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,000 | $37K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Reduce -31.9% | 1,925 | $36K |
| Webster Bank, N. A. | 0.00% | No change | 1,822 | $34K |
| Heritage Wealth Advisors | 0.00% | No change | 1,800 | $33K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -57.8% | 1,695 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,695 | $31K |
| TOP Private Wealth LLC. | 0.03% | — | 1,671 | $31K |
| Godfrey Financial Associates, Inc. | 0.02% | New | 1,646 | $31K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,631 | $30K |
| Continuum Advisory, LLC | 0.00% | New | 1,628 | $30K |
| Blue Trust, Inc. | 0.00% | Reduce -79.2% | 1,601 | $30K |
| Highline Wealth Partners LLC | 0.01% | New | 1,500 | $28K |
| Nemes Rush Group LLC | 0.00% | Add +2.6% | 1,491 | $28K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 1,467 | $27K |
| SWAN Capital LLC | 0.01% | Add +5.4% | 1,402 | $26K |
| Orion Capital Management LLC | 0.01% | No change | 1,330 | $25K |
| Burk Holdings LLC | 0.01% | No change | 1,319 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 1,258 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 1,242 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 1,217 | $23K |
| Bullock Wealth Management Group | 0.01% | No change | 1,202 | $22K |
| Allied Private Wealth LLC | 0.01% | — | 1,186 | $22K |
| Deutsche Bank AG | 0.00% | Reduce -25.9% | 1,171 | $22K |
| Valley National Advisers Inc. | 0.00% | No change | 1,150 | $21K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.6% | 1,136 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 1,129 | $21K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,120 | $21K |
| City Holding Co. | 0.00% | Reduce -2.2% | 1,125 | $21K |
| Founders Capital Management | 0.01% | No change | 1,110 | $21K |
| High Note Wealth, LLC | 0.00% | No change | 1,106 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,100 | $20K |
| Smithfield Trust Co | 0.00% | No change | 1,100 | $20K |
| Osbon Capital Management LLC | 0.01% | Reduce -52.5% | 1,014 | $19K |
| Ascentis Independent Advisors | 0.05% | Reduce -96.1% | 1,009 | $19K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 1,000 | $19K |
| Manchester Capital Management LLC | 0.00% | No change | 1,000 | $19K |
| Cheviot Value Management, LLC | 0.00% | No change | 1,000 | $19K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $19K |
| Key Financial Inc | 0.00% | No change | 988 | $18K |
| Fiduciary Financial Advisors | 0.00% | New | 962 | $18K |
| Ameriflex Group, Inc. | 0.01% | Add +1.2% | 958 | $18K |
| Colonial Trust Co / SC | 0.00% | Reduce -3.2% | 858 | $16K |
| LifeSteps Financial, Inc. | 0.01% | New | 850 | $16K |
| CGC Financial Services, LLC | 0.00% | No change | 807 | $15K |
| Curat Global, LLC | 0.01% | Add +2.7% | 763 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 728 | $13K |
| Dunhill Financial, LLC | 0.00% | No change | 719 | $13K |
| Bernard Wealth Management Corp. | 0.00% | No change | 700 | $13K |
| DT Investment Partners, LLC | 0.00% | No change | 689 | $13K |
| Ares Financial Consulting, LLC | 0.01% | Reduce -2.9% | 682 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | Add +150.0% | 650 | $12K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -62.7% | 663 | $12K |
| Vision Retirement, LLC | 0.00% | No change | 638 | $12K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -90.8% | 613 | $11K |
| Noble Wealth Management PBC | 0.01% | Add +200.0% | 600 | $11K |
| Summit Securities Group LLC | 0.00% | Add +50.0% | 600 | $11K |
| Fairway Wealth LLC | 0.00% | New | 580 | $11K |
| Crewe Advisors LLC | 0.00% | Add +0.2% | 571 | $11K |
| LRI Investments, LLC | 0.00% | Add +2.5% | 535 | $10K |
| Fortitude Family Office, LLC | 0.00% | No change | 529 | $10K |
| FWL Investment Management, LLC | 0.00% | New | 502 | $9K |
| Sunrise Financial Services, LLC | 0.01% | No change | 482 | $9K |
| Tompkins Financial Corp. | 0.00% | Reduce -64.6% | 459 | $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 +0.9% | 435 | $8K |
| Compass Financial Management LLC | 0.00% | — | 400 | $8K |
| Financial Consulate, Inc. | 0.00% | Add +0.3% | 403 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 391 | $7K |
| Bokf, NA | 0.00% | No change | 333 | $6K |
| Field & Main Bank | 0.00% | No change | 322 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 312 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 300 | $6K |
| Napier Financial, LLC | 0.00% | New | 300 | $6K |
| West Branch Capital LLC | 0.00% | No change | 274 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 270 | $5K |
| Evolution Advisers, Inc. | 0.00% | No change | 318 | $5K |
| Kelleher Financial Advisors | 0.00% | New | 269 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 250 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 230 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | New | 219 | $4K |
| Forum Finance Group S.A. | 0.00% | No change | 250 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -73.4% | 220 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -29.3% | 215 | $4K |
| Ankerstar Wealth, LLC | 0.00% | Reduce -10.5% | 213 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 210 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 200 | $4K |
| Hilltop National Bank | 0.00% | No change | 200 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 192 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 190 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 188 | $3K |
| Buck Wealth Strategies, LLC | 0.00% | New | 173 | $3K |
| Avion Wealth | 0.00% | No change | 200 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 158 | $3K |
| United Financial Planning Group LLC | 0.00% | Reduce -50.0% | 155 | $3K |
| Country Trust Bank | 0.00% | No change | 149 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 131 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 110 | $2K |
| Covestor Ltd | 0.00% | Reduce -21.7% | 90 | $2K |
| Colonial Trust Advisors | 0.00% | Add +1.9% | 105 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 95 | $2K |
| RMG Wealth Management LLC | 0.00% | New | 57 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.6% | 58 | $1K |
| Basepoint Wealth LLC | 0.00% | Add +2.0% | 51 | $951 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -96.8% | 49 | $900 |
| Evermay Wealth Management LLC | 0.00% | No change | 48 | $890 |
| REAP Financial Group, LLC | 0.00% | No change | 39 | $723 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.0% | 35 | $649 |
| Boreal Capital Management LLC | 0.00% | New | 32 | $593 |
| Sachetta, LLC | 0.00% | No change | 32 | $593 |
| IFS Advisors, LLC | 0.00% | No change | 30 | $555 |
| Pflug Koory, LLC | 0.00% | No change | 28 | $525 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $15 |
"% of holder's portfolio" is ARCC's weight in each manager's 13F, not the share of Ares Capital Corp. the manager owns.