XGDVXGABELLI DIVID & INCOME TR
CUSIP 36242H104 · Yahoo Finance ↗ · Google Finance ↗
Gabelli Divid & Income Tr (XGDVX) has 184 institutional holders in Filings Flow’s 13F database, together reporting 27.63M shares worth $720M as of Q1 2026. The largest reported holders are Morgan Stanley, Saba Capital Management, L.P., and Karpus Management, Inc..
Institutional Holders
184
Q1 2026
Reported Value
$720M
Ticker
XGDVX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Saba Capital Management, L.P.$3.6B AUM | 3.80% | $138M | 5.11M | Q1 2026OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 2.50% | $17M | 626.0K | Q1 2026OLDER |
| Bulldog Investors, LLP$445M AUM | 1.81% | $8M | 299.9K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 1.26% | $40M | 1.50M | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.62% | $4M | 159.0K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.57% | $3M | 100.6K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.51% | $1M | 53.9K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.48% | $2M | 86.1K | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.47% | $1M | 51.3K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.44% | $1M | 41.3K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.34% | $2M | 91.2K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.30% | $18M | 667.9K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 0.29% | $384,364 | 14.3K | Q1 2026OLDER |
| Kanen Wealth Management LLC$278M AUM | 0.26% | $721,724 | 26.8K | Q1 2026OLDER |
| Quantedge Capital Pte Ltd$183M AUM | 0.26% | $472,379 | 17.5K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.24% | $627,449 | 23.3K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.21% | $848,536 | 31.5K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.21% | $707,118 | 26.3K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.20% | $3M | 94.9K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.20% | $463,196 | 17.2K | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.19% | $410,552 | 14.8K | Q4 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.15% | $3M | 107.0K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.14% | $311,983 | 11.6K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 0.13% | $234,668 | 8.7K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.13% | $438,959 | 16.3K | Q1 2026OLDER |
| Constitution Capital LLC$195M AUM | 0.13% | $244,020 | 8.3K | Q2 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.11% | $1M | 37.6K | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.11% | $4M | 126.6K | Q2 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.10% | $210,808 | 7.8K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.10% | $562,863 | 19.1K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.10% | $275,373 | 9.4K | Q2 2026 |
| MRA Advisory Group$276M AUM | 0.10% | $270,434 | 9.2K | Q2 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.10% | $759,426 | 28.2K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.07% | $382,153 | 14.1K | Q3 2025OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.07% | $253,866 | 9.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.07% | $470,455 | 17.3K | Q3 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.07% | $231,880 | 8.3K | Q4 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.06% | $277,379 | 10.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.06% | $268,187 | 9.1K | Q2 2026 |
| Abel Hall, LLC$469M AUM | 0.06% | $284,381 | 10.6K | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 0.05% | $368,658 | 13.7K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.05% | $901,672 | 33.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 164.9K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.05% | $722,263 | 26.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.05% | $486,076 | 18.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $10M | 358.7K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.05% | $253,546 | 9.4K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.05% | $263,375 | 9.8K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.05% | $509,772 | 18.9K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.04% | $323,160 | 12.0K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.04% | $245,104 | 9.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $2M | 81.9K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.03% | $323,742 | 11.9K | Q3 2025OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.03% | $200,139 | 7.2K | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.03% | $20M | 742.8K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.03% | $390,021 | 14.4K | Q3 2025OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.03% | $220,500 | 7.5K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 195.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $238,654 | 8.9K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $42,549 | 1.6K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $537,554 | 19.8K | Q3 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.02% | $203,475 | 7.5K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $1M | 37.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 62.3K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $404,341 | 15.0K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.02% | $70,727 | 2.6K | Q3 2025OLDER |
| GS Investments, Inc.$175M AUM | 0.02% | $35,844 | 1.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 151.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $269,863 | 9.8K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.02% | $43,088 | 1.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $793,674 | 29.5K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $552,735 | 20.6K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $22,783 | 846 | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $228,144 | 8.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 69.1K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $4M | 133.4K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $521,238 | 19.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $231M | 8.32M | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $71,957 | 2.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $435,446 | 16.2K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.01% | $7M | 262.2K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $29,865 | 1.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 115.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $214,274 | 8.0K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 55.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $36M | 1.35M | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $858,341 | 31.9K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $207,872 | 7.7K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $204,496 | 7.4K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $87,050 | 3.2K | Q3 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.01% | $915,620 | 34.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $793,674 | 29.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $26,930 | 1.0K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $163,384 | 6.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $111,222 | 4.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $388,438 | 14.4K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $216,927 | 8.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $162,351 | 5.8K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $226,042 | 8.1K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 128.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 64.6K | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $22,836 | 848 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 47.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $36M | 1.35M | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 275.8K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.01% | $20,682 | 768 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 136.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $311,995 | 11.5K | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $921,275 | 34.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $443,758 | 16.5K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $448,393 | 16.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $676,134 | 25.1K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $45,377 | 1.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $266,311 | 9.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $161,651 | 6.0K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $112,675 | 4.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 577.6K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $225,606 | 8.1K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $20,790 | 772 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $173,106 | 6.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $75,816 | 2.8K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $5,386 | 200 | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $27,120 | 1.0K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $29,654 | 1.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 65.6K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $19,620 | 729 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $86,409 | 3.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $865,994 | 32.2K | Q2 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $5,808 | 200 | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $552,409 | 20.5K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $26,930 | 1.0K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.00% | $9,318 | 336 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $156,404 | 5.6K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $201,786 | 7.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $245,781 | 9.1K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $69,237 | 2.4K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $14M | 534.6K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $17,228 | 585 | Q2 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 129.2K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $129,264 | 4.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $214,051 | 7.7K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $372,693 | 13.4K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $31,912 | 1.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $220,157 | 8.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $101,768 | 3.8K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $299,247 | 11.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 54.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 31.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $6,490 | 241 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $490,076 | 18.1K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 64.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $436,303 | 16.2K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $26,930 | 1.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 44.9K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $11,284 | 419 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $53,295 | 2.0K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $24,479 | 909 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $14,999 | 548 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $4,166 | 150 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $95,844 | 3.6K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $57,604 | 2.1K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $244,955 | 9.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $49,986 | 1.8K | Q4 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $8,968 | 333 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $8,079 | 300 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $246,814 | 9.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 506.8K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $13,950 | 518 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $833,223 | 30.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 46.0K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $17,397 | 646 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $258,650 | 9.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $38,953 | 1.4K | Q2 2026 |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $2,693 | 100 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $42,101 | 1.4K | Q2 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $1,806 | 67 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $13,565 | 500 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $37,859 | 1.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $411,690 | 15.3K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $54,156 | 2.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $53,944 | 2.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 122.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $298,869 | 11.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $13,607 | 490 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $380,983 | 14.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $201,652 | 7.3K | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $10,987 | 408 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $608,214 | 22.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $127,991 | 4.8K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $21,704 | 800 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $48,505 | 1.8K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,036 | 187 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $730,118 | 27.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $317,020 | 11.8K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $26,930 | 1.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $585,357 | 21.6K | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,174 | 117 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $35,628 | 1.3K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $39,010 | 1.4K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $236,348 | 8.5K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $43,489 | 1.6K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $23,514 | 873 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $216,894 | 8.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $34,546 | 1.2K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7,433 | 276 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $14,049 | 536 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,027 | 38 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $27 | 1 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2,257 | 84 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.