BLACKROCK MUNIYILD QULT FD I
CUSIP 09254F100
Blackrock Muniyild Qult Fd I has 202 institutional holders in Filings Flow’s 13F database, together reporting 45.18M shares worth $468M as of Q1 2026. The largest reported holders are Rivernorth Capital Management, LLC, Hennion & Walsh Asset Management, Inc., and Morgan Stanley.
Institutional Holders
202
Q1 2026
Reported Value
$468M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 7.71% | $18M | 1.63M | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 4.34% | $87M | 7.90M | Q1 2026OLDER |
| Rareview Capital LLC$171M AUM | 2.89% | $5M | 443.7K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 1.49% | $3M | 235.8K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 1.46% | $51M | 4.51M | Q2 2026 |
| CURA WEALTH ADVISORS, LLC$223M AUM | 1.33% | $3M | 270.0K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 1.03% | $1M | 133.9K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.98% | $10M | 943.0K | Q1 2026OLDER |
| Congress Park Capital LLC$326M AUM | 0.96% | $3M | 285.2K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.90% | $29M | 2.62M | Q1 2026OLDER |
| MACKAY SHIELDS LLC$2.7B AUM | 0.64% | $18M | 1.59M | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.42% | $6M | 524.8K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.36% | $2M | 191.9K | Q2 2026 |
| Wakefield Asset Management LLLP$377M AUM | 0.30% | $1M | 101.4K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 0.28% | $876,031 | 79.8K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.27% | $1M | 121.9K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.27% | $589,406 | 53.7K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.25% | $501,964 | 45.5K | Q2 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.22% | $702,720 | 64.0K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.18% | $23M | 2.12M | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.17% | $328,423 | 29.9K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.17% | $369,530 | 31.9K | Q2 2026 |
| River Street Advisors LLC$296M AUM | 0.17% | $488,490 | 44.5K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 0.16% | $187,758 | 17.1K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.16% | $793,360 | 72.3K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.16% | $658,033 | 58.2K | Q4 2025OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.14% | $226,089 | 20.6K | Q1 2026OLDER |
| KIM, LLC$976M AUM | 0.12% | $1M | 108.6K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.12% | $260,017 | 23.7K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.11% | $433,304 | 39.5K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.10% | $264,328 | 24.1K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.10% | $411,827 | 37.5K | Q1 2026OLDER |
| Westchester Capital Management, LLC$2.2B AUM | 0.09% | $2M | 188.1K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.08% | $822,540 | 70.9K | Q2 2026 |
| StoneX Group Inc.$1.9B AUM | 0.08% | $2M | 167.1K | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.08% | $1M | 128.1K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.08% | $553,194 | 50.4K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.07% | $152,973 | 13.9K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.07% | $307,440 | 28.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.07% | $139,929 | 12.7K | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 0.07% | $207,838 | 18.9K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.07% | $76,860 | 7.0K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.07% | $87,038 | 7.9K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.06% | $185,518 | 16.9K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.06% | $115,817 | 10.5K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.06% | $117,486 | 10.7K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.06% | $931,247 | 84.8K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.06% | $424,235 | 38.6K | Q1 2026OLDER |
| Yakira Capital Management, Inc.$342M AUM | 0.05% | $145,322 | 12.5K | Q3 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.05% | $718,421 | 63.6K | Q4 2025OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.05% | $109,800 | 10.0K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.04% | $3M | 240.4K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.04% | $72,457 | 6.6K | Q2 2026 |
| Callahan Advisors, LLC$1.2B AUM | 0.04% | $441,330 | 40.2K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.04% | $400,719 | 36.5K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.03% | $3M | 261.8K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.03% | $1M | 120.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.03% | $183,684 | 16.7K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 0.03% | $139,479 | 12.3K | Q4 2025OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.03% | $309,669 | 28.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $734,725 | 66.9K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $603,691 | 53.4K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $2M | 150.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $6M | 525.7K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $390,986 | 35.6K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $75,048 | 6.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $983,348 | 86.0K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.02% | $4M | 351.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $946,223 | 86.2K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.02% | $214,297 | 19.5K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.02% | $68,585 | 6.1K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 151.9K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $32,341 | 2.9K | Q4 2025OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.02% | $124,414 | 11.3K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.01% | $192,798 | 17.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.01% | $187,879 | 17.1K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $470,208 | 42.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $78,309 | 7.1K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.01% | $119,331 | 10.9K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.01% | $163,371 | 14.9K | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.01% | $19,479 | 1.8K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $438,011 | 39.6K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.01% | $152,230 | 13.0K | Q3 2025OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.01% | $113,181 | 10.0K | Q4 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.01% | $109,800 | 10.0K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $413,851 | 36.6K | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.01% | $291,091 | 26.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $657,788 | 59.9K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $194,247 | 17.7K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $34,521 | 3.1K | Q2 2026 |
| Pathway Financial Advisers, LLC$354M AUM | 0.01% | $34,256 | 2.9K | Q3 2025OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.01% | $911,131 | 83.0K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.01% | $175,680 | 16.0K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.01% | $120,495 | 11.0K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $12,786 | 1.16M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 234.2K | Q2 2026 |
| SFMG, LLC$1.5B AUM | 0.01% | $133,506 | 12.2K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $2M | 227.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $768,784 | 70.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 428.9K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $808,406 | 73.6K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.01% | $135,109 | 12.3K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $501,852 | 45.7K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $87,972 | 8.0K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $9,739 | 887 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $269,403 | 23.8K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 392.7K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $342,771 | 30.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $135,899 | 12.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $455,771 | 40.3K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $209,784 | 19.1K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.00% | $24,465 | 2.1K | Q3 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $23,947 | 2.2K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.00% | $131,266 | 12.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 283.6K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $3M | 242.3K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $13,451 | 1.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.00% | $123,072 | 10.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $182,081 | 16.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $692,906 | 63.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.00% | $136,152 | 12.4K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $14,801 | 1.3K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $116,209 | 10.3K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 313.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 1.08M | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $35,191 | 3.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $295,335 | 26.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $279,619 | 25.3K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $13,176 | 1.2K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 239.0K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $316,520 | 28.8K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $98,820 | 9.0K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $11,584 | 1.1K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $8,199 | 747 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $49M | 4.36M | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.00% | $111,085 | 10.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $172,793 | 15.7K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.00% | $111,557 | 10.2K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $2M | 174.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $35,070 | 3.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 1.26M | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 877.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $629,419 | 57.3K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $194,203 | 17.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $244,757 | 22.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $173,477 | 15.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $790,796 | 72.0K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 0.00% | $3,382 | 308 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $395,303 | 36.0K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $10,233 | 932 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12M | 1.11M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $352,509 | 32.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $321,846 | 29.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $8,256 | 748 | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $7,950 | 724 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 136.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $101,486 | 9.2K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.00% | $3,645 | 332 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $301,049 | 27.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 1.72M | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $122,416 | 11.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $32,182 | 2.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $176,854 | 16.1K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $24,178 | 2.2K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $2,701 | 246 | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $4,227 | 385 | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $7,971 | 726 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $331,453 | 30.2K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $71,743 | 6.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $50,519 | 4.6K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $257,211 | 22.8K | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $95,998 | 8.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $935,919 | 85.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $34,400 | 3.1K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $123,317 | 10.9K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $115,147 | 10.2K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $9,346 | 851 | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $19,885 | 1.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $112,183 | 10.2K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $9,882 | 900 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 244.6K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $3,283 | 299 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $31,945 | 2.8K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $18,015 | 1.6K | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $93,374 | 8.5K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $1,086 | 98 | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $330,796 | 30.1K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $164,700 | 15.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 190.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $6,720 | 612 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 158.8K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $195,521 | 17.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 121.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $59,798 | 5.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $171,542 | 15.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $111,453 | 10.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $152,179 | 13.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $744,290 | 67.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $57,590 | 5.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $538,569 | 49.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $201,629 | 18.4K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $344,476 | 31.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $177,283 | 16.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $453,770 | 41.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $85,205 | 7.8K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $6,624 | 571 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $53,984 | 4.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $137,107 | 12.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $19,771 | 1.8K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $557,004 | 50.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $573,079 | 52.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,227 | 277 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $339,886 | 31.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $140,131 | 12.4K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $11,705 | 1.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $23,979 | 2.1K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,472 | 126 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $10,747 | 979 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,367 | 126 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.