USALIBERTY ALL STAR EQUITY FD
CUSIP 530158104 · Yahoo Finance ↗ · Google Finance ↗
Liberty All Star Equity Fd (USA) has 220 institutional holders in Filings Flow’s 13F database, together reporting 53.35M shares worth $281M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Rivernorth Capital Management, LLC, and Lpl Financial LLC.
Institutional Holders
220
Q1 2026
Reported Value
$281M
Ticker
USA
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC$287M AUM | 1.83% | $5M | 948.5K | Q1 2026OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 1.57% | $13M | 2.42M | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 1.44% | $29M | 5.20M | Q1 2026OLDER |
| Quarry LP$558M AUM | 1.06% | $6M | 1.07M | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.70% | $823,448 | 148.4K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.54% | $17M | 3.12M | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.50% | $2M | 395.5K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.46% | $6M | 1.34M | Q1 2026OLDER |
| MINDSET WEALTH MANAGEMENT, LLC$372M AUM | 0.35% | $1M | 237.6K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.33% | $8M | 1.31M | Q4 2025OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.30% | $1M | 194.9K | Q4 2025OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.30% | $1M | 184.7K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.29% | $362,711 | 65.4K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.28% | $872,226 | 157.2K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.26% | $4M | 641.6K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.20% | $568,749 | 102.5K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.17% | $282,225 | 50.9K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.17% | $792,900 | 142.1K | Q1 2026OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.17% | $5M | 795.0K | Q4 2025OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.15% | $412,054 | 74.2K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.14% | $695,837 | 125.4K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.12% | $880,147 | 158.6K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.12% | $571,650 | 103.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.11% | $765,975 | 111.0K | Q2 2026 |
| David J Yvars Group$212M AUM | 0.11% | $208,419 | 32.9K | Q3 2025OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.11% | $426,724 | 76.9K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.10% | $361,690 | 57.6K | Q4 2025OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.09% | $122,347 | 22.0K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.09% | $176,785 | 27.9K | Q3 2025OLDER |
| Accuvest Global Advisors$107M AUM | 0.09% | $143,000 | 22.5K | Q3 2025OLDER |
| Smith Asset Management Co., LLC$117M AUM | 0.09% | $102,964 | 18.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.09% | $1M | 209.0K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.09% | $680,458 | 122.6K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.07% | $1M | 172.5K | Q4 2025OLDER |
| Altus Wealth Group LLC$244M AUM | 0.07% | $176,318 | 31.8K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.07% | $306,066 | 55.1K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 0.07% | $89,499 | 16.1K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.06% | $125,457 | 22.6K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.06% | $304,977 | 52.5K | Q2 2026 |
| Patten Group, Inc.$575M AUM | 0.06% | $353,946 | 63.8K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.06% | $552,577 | 99.6K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.06% | $282,828 | 51.0K | Q1 2026OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.06% | $769,957 | 138.7K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.06% | $1M | 207.2K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.05% | $5M | 752.2K | Q3 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.05% | $494,302 | 89.1K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.05% | $5M | 938.2K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 0.05% | $98,513 | 17.8K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.05% | $108,364 | 19.5K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.05% | $69,382 | 12.5K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.05% | $6M | 1.11M | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.05% | $132,278 | 22.8K | Q2 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.04% | $69,375 | 12.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $87,008 | 15.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $553,929 | 99.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $608,027 | 108.0K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.04% | $82,418 | 14.8K | Q2 2026 |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.04% | $62,238 | 11.2K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.04% | $72,505 | 13.1K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.04% | $105,944 | 19.1K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.03% | $158,072 | 27.3K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.03% | $85,020 | 14.6K | Q2 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.03% | $206,549 | 37.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.03% | $143,778 | 25.9K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.03% | $102,780 | 18.5K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.03% | $92,768 | 16.7K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 0.03% | $65,040 | 11.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $229,326 | 41.3K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.03% | $32,523 | 5.9K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $231,415 | 41.7K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.02% | $57,925 | 10.4K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $35,315 | 6.4K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.02% | $2M | 286.9K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $400,464 | 72.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $763,018 | 128.7K | Q4 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $171,767 | 30.9K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.02% | $100,897 | 18.2K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.02% | $39,041 | 7.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $314,066 | 56.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 372.9K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $22,305 | 4.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $215,513 | 38.8K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.01% | $77,552 | 13.3K | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $254,284 | 45.8K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $257,853 | 46.5K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $7M | 1.32M | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $1M | 174.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.01% | $175,976 | 31.7K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.01% | $61,466 | 11.1K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.01% | $87,987 | 15.1K | Q2 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $296,298 | 53.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 181.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $732,799 | 132.0K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.01% | $56,077 | 10.1K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.01% | $81,447 | 13.4K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $878,321 | 158.3K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $91,319 | 16.5K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.01% | $85,402 | 13.5K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 379.9K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $22,200 | 4.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $87,479 | 15.8K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.01% | $95,100 | 15.0K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $30M | 5.45M | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $540,633 | 86.1K | Q4 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $416,127 | 75.0K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $19,870 | 3.4K | Q2 2026 |
| Pandora Wealth, Inc.$165M AUM | 0.01% | $14,281 | 2.3K | Q4 2025OLDER |
| Canal Capital Management, LLC$739M AUM | 0.01% | $60,495 | 10.9K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.01% | $87,150 | 15.0K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $349,050 | 62.9K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $82,878 | 14.9K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.01% | $59,202 | 10.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $697,977 | 125.8K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.01% | $67,653 | 12.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 205.4K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $13,073 | 2.1K | Q4 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.01% | $8,952 | 0 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 319.8K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $253,182 | 43.6K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 815.2K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.01% | $98,923 | 17.8K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $146,165 | 25.2K | Q2 2026 |
| Crews Bank & Trust$690M AUM | 0.01% | $39,638 | 7.1K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $3M | 613.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 191.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $138,611 | 25.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $49,345 | 8.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $343,928 | 62.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $19M | 3.40M | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $15,072 | 2.4K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.00% | $114,862 | 20.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.00% | $79,348 | 14.3K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $19,496 | 3.1K | Q3 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.00% | $64,403 | 10.9K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.00% | $93,018 | 16.8K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $143,884 | 25.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $16,669 | 2.9K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $983,546 | 177.2K | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $115,014 | 19.8K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 558.0K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.00% | $96,403 | 17.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $21,771 | 3.9K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $235,858 | 42.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 616.6K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $115,242 | 20.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 235.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $12,926 | 2.3K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.00% | $56,770 | 10.2K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.00% | $55,700 | 10.0K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $16,945 | 3.1K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 291.8K | Q3 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $233,298 | 42.0K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.00% | $7,925 | 1.3K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $466,748 | 84.1K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.00% | $82,778 | 14.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $184,515 | 33.2K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $105,838 | 19.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $13M | 2.27M | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 373.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $92,195 | 16.6K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.00% | $65,144 | 10.4K | Q4 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.00% | $60,223 | 10.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $66,600 | 12.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 1.54M | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.00% | $57,859 | 10.4K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $81,954 | 13.1K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $69,518 | 11.0K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $440,885 | 79.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $93,801 | 16.9K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $86,035 | 15.5K | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.00% | $4,836 | 871 | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $13,331 | 2.4K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $66,550 | 11.0K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $76,585 | 14.6K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 188.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $66,044 | 10.4K | Q3 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $3,952 | 712 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $81,163 | 14.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 437.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $28,152 | 5.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $66,705 | 12.0K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $73,792 | 12.1K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $232,748 | 41.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 1.15M | Q2 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $322,583 | 58.1K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $3,480 | 627 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $19M | 3.01M | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $88,656 | 16.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $115,793 | 20.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $59,773 | 10.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $70,309 | 11.2K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $57,898 | 10.4K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $3,140 | 500 | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $117,988 | 21.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $76,075 | 13.7K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,330 | 600 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $707,886 | 128.0K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $39,564 | 6.3K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $12,930 | 2.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $36,870 | 5.9K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $711,196 | 128.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $23,008 | 3.6K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $63,686 | 11.5K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $4,482 | 707 | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $157,549 | 24.9K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $25,120 | 4.0K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $331,575 | 59.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $20,665 | 3.7K | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $62,926 | 10.0K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $23,234 | 4.2K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $2,775 | 500 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $192,391 | 34.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $15,540 | 2.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 357.6K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $4,082 | 650 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 314.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $391,789 | 70.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $98,264 | 17.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $158,708 | 28.6K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $3,364 | 606 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $19,229 | 3.0K | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $5,550 | 1.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $51,430 | 8.2K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $152,403 | 27.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $102,379 | 16.1K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $117,524 | 18.7K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $71,121 | 11.3K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 283.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $63,942 | 11.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $8,475 | 1.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $419,156 | 75.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $226,989 | 40.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $24,420 | 4.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,945 | 469 | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $62,854 | 11.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $635,265 | 114.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $701,721 | 111.7K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $44,206 | 8.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $124,032 | 22.3K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $149,640 | 23.8K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $295,632 | 53.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $734,160 | 135.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $98,618 | 17.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $366 | 66 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $197,791 | 35.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,005 | 181 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $6,227 | 1.1K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $100 | 18 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $6,847 | 1.1K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $189 | 34 | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $209 | 33 | Q3 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $139 | 22 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6,280 | 1.0K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $50 | 9 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $38 | 6 | Q4 2025OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $78 | 14 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $7,870 | 1.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $39 | 7 | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | — | $0 | 74 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.