Stock
Blackstone Secd Lending Fd
Ticker not mapped · held by 377 managers
Reported value
$1.88B
Holders
377
+51 new · −65 exited
Holders’ est. mark
−$170.3M
Price effect on 223 books still in the name
Largest holder
$142.1M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Soros Fund Management0.2% · $20.6M
- Fidelity0.0% · $13.5M
- Icahn Capital0.0% · $667.2K
- State Street0.0% · $6.91M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 6M | $142.1M | −$15.7M | Cut−$14.1M |
| BANK OF AMERICA CORP /DE/ | 5.76M | $136.4M | −$15.2M | Cut−$24.6M |
| UBS Group AG | 4.73M | $112M | −$12.5M | Cut−$12.6M |
| STRS OHIO | 4M | $94.8M | — | New |
| NOMURA ASSET MANAGEMENT CO LTD | 3.56M | $84.4M | −$9.4M | Cut−$16M |
| Blackstone Inc. | 3.21M | $76M | −$8.47M | Cut−$8.47M |
| Ensign Peak Advisors, Inc | 2.6M | $61.6M | −$5.85M | Added$3.27M |
| Corient Private Wealth LLC | 2.53M | $59.8M | −$6.67M | Cut−$19.1M |
| Generali Asset Management SPA SGR | 2.52M | $59.7M | −$5.4M | Added$5.86M |
| OMERS ADMINISTRATION Corp | 2.22M | $52.5M | −$4.99M | Added$2.74M |
| WELLS FARGO & COMPANY/MN | 2.04M | $48.3M | −$3.98M | Added$8.51M |
| Sound Income Strategies, LLC | 1.72M | $40.1M | −$5.01M | Cut−$1.65M |
| JPMORGAN CHASE & CO | 1.42M | $33.7M | −$3.39M | Cut−$1.43M |
| ROYAL BANK OF CANADA | 1.42M | $33.7M | −$3.7M | Cut−$3.25M |
| Creative Planning | 1.36M | $32.2M | −$3.59M | Cut−$5.16M |
| KING STREET CAPITAL MANAGEMENT, L.P. | 1.25M | $29.6M | — | New |
| Muzinich & Co., Inc. | 1.19M | $28.2M | −$3.09M | Cut−$2.65M |
| Cresset Asset Management, LLC | 951.3K | $23.3M | −$1.42M | Added$8.46M |
| HighTower Advisors, LLC | 957.1K | $22.7M | −$2.53M | Cut−$3.83M |
| Sumitomo Mitsui Trust Group, Inc. | 896.5K | $21.2M | −$2.36M | Cut−$2.29M |
| Soros Fund Management | 867.5K | $20.6M | — | New |
| AMERIPRISE FINANCIAL INC | 842.1K | $19.9M | −$1.98M | Added$282.6K |
| ARES MANAGEMENT LLC | 805.7K | $19.1M | −$2.11M | Cut−$2.01M |
| Progeny 3, Inc. | 772.2K | $18.3M | −$2.04M | Cut−$2.04M |
| BlackRock, Inc. | 761K | $18M | −$553.8K | Added$12.5M |
| Altshuler Shaham Ltd | 750K | $17.8M | −$1.98M | Cut−$1.98M |
| Russell Investments Group, Ltd. | 727.1K | $17.2M | −$501.1K | Added$12.2M |
| RAYMOND JAMES FINANCIAL INC | 682.9K | $16.2M | −$1.8M | Cut−$2.38M |
| Allen Investment Management, LLC | 666.3K | $15.8M | −$1.76M | Cut−$4.13M |
| LPL Financial LLC | 628.7K | $14.9M | −$1.66M | Cut−$4.24M |
| TWO SIGMA INVESTMENTS, LP | 627.2K | $14.9M | −$1.66M | Cut−$14.8M |
| FRANKLIN RESOURCES INC | 609.1K | $14.4M | −$1.61M | Cut−$2.63M |
| MILLENNIUM MANAGEMENT LLC | 569.6K | $13.5M | −$1.5M | Cut−$2.6M |
| Fidelity | 569.4K | $13.5M | −$1.5M | Cut−$14.8M |
| D. E. Shaw & Co., Inc. | 480.8K | $11.4M | −$554.3K | Added$5.86M |
| Rockefeller Capital Management L.P. | 474.7K | $11.2M | −$468K | Added$6.58M |
| Global Strategic Investment Solutions, LLC | 404.7K | $9.59M | −$1.07M | Cut−$1.54M |
| John & Kathleen Schreiber Foundation | 381.6K | $9.04M | −$1.01M | Cut−$1.01M |
| STANSBERRY ASSET MANAGEMENT, LLC | 370.8K | $8.78M | −$785.4K | Added$950.9K |
| Cetera Investment Advisers | 339.4K | $8.04M | −$885.8K | Cut−$793.7K |
| BROWN BROTHERS HARRIMAN & CO | 331.9K | $7.86M | −$26.2K | Added$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | 315.5K | $7.47M | −$832.9K | Cut−$1.04M |
| M&G PLC | 300K | $7.2M | −$600K | Cut−$600K |
| Beacon Pointe Advisors, LLC | 299.1K | $7.09M | −$184.3K | Added$5.24M |
| State Street | 282.7K | $6.91M | −$669.9K | Added$46.3K |
| LaFleur & Godfrey LLC | 279.4K | $6.62M | −$678.1K | Cut−$143.3K |
| Trexquant Investment LP | 277K | $6.56M | −$731.3K | Cut−$4.89M |
| BNP PARIBAS FINANCIAL MARKETS | 266.5K | $6.31M | −$697.8K | Cut−$645.9K |
| OSAIC HOLDINGS, INC. | 264.3K | $6.26M | −$698.5K | Cut−$713.4K |
| JANE STREET GROUP, LLC | 260.6K | $6.17M | −$41.5K | Added$5.76M |
| Perissos Private Wealth Management, LLC | 257.3K | $6.1M | −$679.3K | Cut−$1.78M |
| QVT Financial LP | 249.6K | $5.91M | −$613.1K | Cut−$200.5K |
| Columbus Macro, LLC | 248K | $5.88M | −$629.1K | Cut−$397.9K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 244.3K | $5.79M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 243.7K | $5.77M | −$92.9K | Added$4.85M |
| Steward Partners Investment Advisory, LLC | 238.6K | $5.65M | −$627.5K | Cut−$605.9K |
| SFMG, LLC | 232.9K | $5.52M | −$614.7K | Cut−$733.9K |
| Bell Bank | 232.9K | $5.52M | — | New |
| Prota Financial, LLC | 228.9K | $5.42M | −$594.4K | Cut−$506.4K |
| Focus Partners Wealth | 217.6K | $5.16M | −$388.1K | Added$1.32M |
| DENALI ADVISORS LLC | 204.1K | $4.84M | −$539K | Cut−$774.3K |
| Amplius Wealth Advisors, LLC | 191.7K | $4.54M | −$506.1K | Cut−$6.02M |
| Advisors Asset Management, Inc. | 190K | $4.5M | −$470K | Cut−$187.7K |
| First National Trust Co | 187.2K | $4.43M | −$494.2K | Cut−$494.2K |
| Quadrant Private Wealth Management, LLC | 181.2K | $4.43M | −$478.4K | Cut−$510.1K |
| STIFEL FINANCIAL CORP | 156.1K | $3.7M | −$412K | Cut−$2.25M |
| Americana Partners, LLC | 154.1K | $3.65M | −$401.3K | Cut−$353K |
| Baird Financial Group, Inc. | 149.4K | $3.54M | −$394.5K | Cut−$3.84M |
| GOLDMAN SACHS GROUP INC | 147.7K | $3.5M | −$245.1K | Added$1.05M |
| Venture Visionary Partners LLC | 146K | $3.46M | −$332.6K | Added$141.2K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 144K | $3.41M | −$380.3K | Cut−$719.1K |
| Sanctuary Advisors, LLC | 141.8K | $3.36M | −$367.1K | Cut−$301.1K |
| Naviter Wealth, LLC | 136.4K | $3.34M | −$302.4K | Added$290.3K |
| TRANSCEND CAPITAL ADVISORS, LLC | 139.1K | $3.29M | −$364.1K | Cut−$337.1K |
| Arkadios Wealth Advisors | 137.3K | $3.25M | −$352.5K | Cut−$263.7K |
| Mariner, LLC | 131.3K | $3.11M | −$303.6K | Added$83K |
| Cornerstone Advisory, LLC | 128.7K | $3.05M | −$301.7K | Added$39.5K |
| OpenArc Corporate Advisory, LLC | 127.1K | $3.01M | −$325K | Cut−$230.9K |
| QTR Family Wealth, LLC | 120.1K | $2.9M | −$148.2K | Added$412.2K |
| Hedeker Wealth, LLC | 121.4K | $2.88M | −$149.6K | Added$1.38M |
| Ethos Financial Group, LLC | 111.9K | $2.77M | −$243.7K | Cut−$238.8K |
| MAGNOLIA CAPITAL ADVISORS LLC | 112.9K | $2.67M | −$298K | Cut−$1.65M |
| Prairie Wealth Advisors, Inc. | 0 | $2.64M | — | Cut−$636.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 107.9K | $2.64M | −$281.8K | Cut−$344.4K |
| LAZARD ASSET MANAGEMENT LLC | 108.6K | $2.57M | −$217.8K | Added$401K |
| Sequoia Financial Advisors, LLC | 107.4K | $2.55M | −$283.6K | Cut−$622.7K |
| GenTrust, LLC | 102.9K | $2.52M | −$242.2K | Added$29.2K |
| Lido Advisors, LLC | 102.8K | $2.5M | −$268.1K | Cut−$222.2K |
| Vestmark Advisory Solutions, Inc. | 103.9K | $2.46M | −$274.3K | Cut−$440.5K |
| Providence Capital Advisors, LLC | 100.7K | $2.38M | −$257.2K | Cut−$181.1K |
| Avidian Wealth Enterprises, LLC | 99.9K | $2.37M | −$154K | Added$830.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | 95K | $2.25M | −$211.1K | Added$145.6K |
| BigSur Wealth Management LLC | 90.9K | $2.22M | −$240K | Cut−$1.15M |
| BLAIR WILLIAM & CO/IL | 93.8K | $2.22M | −$240.9K | Cut−$180.7K |
| Guilbault Capital LLC | 93.8K | $2.22M | −$180.6K | Added$420.9K |
| UMB Bank, n.a. | 93.6K | $2.22M | −$247.1K | Cut−$286.4K |
| Osbon Capital Management LLC | 90.8K | $2.15M | −$225.3K | Cut−$95.5K |
| Register Financial Advisors LLC | 87K | $2.06M | −$225.2K | Cut−$186.4K |
| AlphaCore Capital LLC | 84.1K | $2.06M | −$135.5K | Added$150.8K |
| Destiny Wealth Partners, LLC | 84.6K | $2.01M | −$198.1K | Cut−$8.97M |
| Whipplewood Advisors, LLC | 82.9K | $1.96M | −$186.6K | Added$102K |
| Embree Financial Group | 82.2K | $1.95M | −$216.9K | Cut−$297.5K |
| Bank of New York Mellon Corp | 81.8K | $1.94M | −$192.7K | Added$14.7K |
| IMMERSION CORP | 79.2K | $1.88M | −$209.1K | Cut−$209.1K |
| Icon Wealth Advisors, LLC | 78.1K | $1.87M | −$186.6K | Cut−$206.6K |
| Stronghold Wealth Management L.L.C. | 78.8K | $1.87M | −$205.9K | Cut−$188.1K |
| Legacy Wealth Advisors, LLC | 78.2K | $1.85M | −$206.5K | Cut−$749.5K |
| Invesco Ltd. | 73.8K | $1.75M | −$194.9K | Cut−$1.08M |
| GFS Advisors, LLC | 71.5K | $1.7M | −$188.1K | Cut−$181K |
| IEQ CAPITAL, LLC | 71.3K | $1.69M | −$106.6K | Added$624.3K |
| Spire Wealth Management | 70.8K | $1.68M | −$187K | Cut−$439.9K |
| Truvestments Capital LLC | 67.3K | $1.59M | — | New |
| CIBC WORLD MARKET INC. | 67K | $1.59M | −$177K | Cut−$585.2K |
| IMC-Chicago, LLC | 66.9K | $1.58M | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 65.6K | $1.57M | −$108.3K | Added$68.4K |
| Sunbelt Securities, Inc. | 65.4K | $1.55M | −$149.4K | Added$60K |
| Lansforsakringar Fondforvaltning AB (publ) | 64.9K | $1.54M | −$144.2K | Added$100K |
| SMITH, MOORE & CO. | 64.7K | $1.53M | −$160.5K | Cut−$69K |
| Barnett & Company, Inc. | 63.1K | $1.5M | −$166.7K | Cut−$232.5K |
| NEUBERGER BERMAN GROUP LLC | 62.2K | $1.47M | −$164.2K | Cut−$260.6K |
| Summit Financial, LLC | 59.9K | $1.47M | −$143.6K | Cut−$8.34K |
| Fiduciary Group, LLC | 61.6K | $1.46M | −$144.3K | Added$18.6K |
| Hennion & Walsh Asset Management, Inc. | 61.3K | $1.45M | −$161.8K | Cut−$477.1K |
| Bramshill Investments, LLC | 61K | $1.44M | −$161K | Cut−$594.3K |
| Engineers Gate Manager LP | 60.5K | $1.43M | −$65.4K | Added$781.1K |
| Cyndeo Wealth Partners, LLC | 60K | $1.42M | −$103.7K | Added$386.7K |
| CAPSTONE INVESTMENT ADVISORS, LLC | 59.2K | $1.4M | — | New |
| Legacy Capital Wealth Partners, LLC | 59.1K | $1.4M | −$141K | Cut−$6.28K |
| Fiduciary Trust Co | 58.9K | $1.4M | −$155.6K | Cut−$155.6K |
| Aquatic Capital Management LLC | 58.7K | $1.39M | −$154.9K | Cut−$1.22M |
| Jefferies Financial Group Inc. | 58.6K | $1.39M | −$2.24K | Added$1.37M |
| GRIFFIN ASSET MANAGEMENT, INC. | 55.4K | $1.31M | −$50.2K | Added$812.1K |
| CFO4Life Group, LLC | 55K | $1.3M | −$145.1K | Cut−$476.9K |
| Williams Jones Wealth Management, LLC. | 54.2K | $1.28M | −$143K | Cut−$143K |
| Farther Finance Advisors, LLC | 54.7K | $1.28M | −$164K | Cut−$162.8K |
| Generali Investments CEE, investicni spolecnost, a.s. | 52.9K | $1.25M | −$139.8K | Cut−$139.8K |
| ExodusPoint Capital Management, LP | 52.8K | $1.25M | — | New |
| Belpointe Asset Management LLC | 52.2K | $1.24M | −$32.1K | Added$916.7K |
| HSBC HOLDINGS PLC | 51.3K | $1.21M | −$132K | Cut−$102.4K |
| Marble Wealth, LLC | 51K | $1.21M | −$134.7K | Cut−$2.69M |
| Adams Asset Advisors, LLC | 50.2K | $1.19M | −$130.2K | Cut−$110.5K |
| Johnson Financial Group, LLC | 49.9K | $1.18M | −$131.7K | Cut−$852.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 49.8K | $1.18M | −$131.6K | Cut−$363.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 49.5K | $1.17M | −$21.7K | Added$955.2K |
| BROWN ADVISORY INC | 47K | $1.11M | −$93.1K | Added$184.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 45.4K | $1.11M | −$119.9K | Cut−$175.7K |
| Ridgeline Wealth Planning, LLC | 46.9K | $1.11M | −$80K | Added$312.3K |
| Cerity Partners LLC | 46K | $1.09M | −$91.5K | Added$175.9K |
| Activest Wealth Management | 45.9K | $1.09M | −$103.2K | Added$56.6K |
| Arax Advisory Partners | 43.9K | $1.04M | −$28.8K | Added$752.4K |
| Cornerstone Wealth Management, LLC | 43.8K | $1.04M | −$115.6K | Cut−$354.8K |
| Joseph P. Lucia & Associates, LLC | 41.7K | $1.02M | −$81.7K | Cut−$84.6K |
| 1832 Asset Management L.P. | 42.5K | $1.01M | −$112.1K | Cut−$112.1K |
| AVISO WEALTH MANAGEMENT | 42.3K | $1M | −$110.8K | Cut−$102.6K |
| Capstone Wealth Management Group LLC | 42K | $996.2K | −$111K | Cut−$140K |
| Fortis Capital Advisors, LLC | 40.8K | $965.8K | — | New |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 40.4K | $957.9K | — | New |
| LAFFER TENGLER INVESTMENTS, INC. | 40.1K | $950.2K | — | New |
| SIMPLEX TRADING, LLC | 39.8K | $942K | — | New |
| Tempus Wealth Planning, LLC | 39K | $924K | −$66.2K | Added$263.5K |
| Wellington Shields & Co., LLC | 39K | $923.6K | −$102.9K | Cut−$120K |
| Fieldview Capital Management, LLC | 38.1K | $902.8K | −$39.6K | Added$507.9K |
| SIMON QUICK ADVISORS, LLC | 38.1K | $902.3K | — | New |
| Apeiron RIA LLC | 38K | $899.7K | — | New |
| Callodine Capital Management, LP | 37.5K | $888.4K | −$99K | Cut−$1.09M |
| Mesirow Financial Investment Management, Inc. | 36.3K | $859.2K | −$73.7K | Added$124.5K |
| TT Capital Management LLC | 35.8K | $846.9K | −$73.5K | Added$113.6K |
| Jaffetilchin Investment Partners, LLC | 35K | $830.2K | −$35.9K | Added$472.4K |
| BBR PARTNERS, LLC | 35K | $828.2K | −$88.5K | Cut−$54.7K |
| Massar Capital Management, LP | 34.4K | $815.3K | — | New |
| Institute for Wealth Management, LLC. | 34.3K | $811.9K | −$90.5K | Cut−$1.28M |
| BANK OF MONTREAL /CAN/ | 31.8K | $754.4K | −$84.1K | Cut−$765.1K |
| Closed-End Fund Advisors, Inc. | 31K | $734.1K | −$81.8K | Cut−$1.63M |
| Marex Group plc | 30.8K | $729.3K | −$81.3K | Cut−$1.86M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30.2K | $717.5K | −$84.5K | Cut−$244.3K |
| Sterling Investment Advisors, Ltd. | 30K | $710K | −$29.7K | Added$414K |
| Elm3 Financial Group, LLC | 29.8K | $706.8K | −$78.8K | Cut−$229.9K |
| Kestra Advisory Services, LLC | 29.7K | $703K | −$46.4K | Added$239.8K |
| Perigon Wealth Management, LLC | 29.1K | $690.4K | −$76.9K | Cut−$322.8K |
| HUB Investment Partners, LLC | 29K | $686.3K | — | New |
| CHOREO, LLC | 27.8K | $679.4K | −$76.1K | Cut−$258K |
| Indivisible Partners | 28.7K | $679.4K | −$30.5K | Added$375K |
| MAI Capital Management | 28.5K | $675.6K | −$54.6K | Added$131.1K |
| NOMURA HOLDINGS INC | 28.3K | $671.4K | −$27.7K | Added$395K |
| Icahn Capital | 28.2K | $667.2K | −$74.4K | Cut−$1.17M |
| Triumph Capital Management | 27.2K | $665.6K | −$51.3K | Cut−$152.8K |
| Investment Partners Asset Management, Inc. | 27.4K | $649.1K | −$72.3K | Cut−$325.8K |
| North Ground Capital | 27K | $640.6K | — | New |
| Rathbones Group PLC | 27K | $639.6K | −$71.3K | Cut−$71.3K |
| Platform Technology Partners | 26.1K | $617.4K | −$56.9K | Added$49.9K |
| Empowered Funds, LLC | 25.9K | $612.6K | −$54.2K | Added$71.9K |
| Joel Isaacson & Co., LLC | 25.4K | $601.3K | −$67K | Cut−$83.3K |
| XTX Topco Ltd | 25.3K | $600.5K | −$66.9K | Cut−$2.46M |
| Bayshore Capital Advisors, LLC | 25K | $592.3K | — | New |
| Evercore Wealth Management, LLC | 24.6K | $584K | −$58.5K | Added$749 |
| Millennium Capital Advisors, LLC | 24.2K | $572.4K | −$63.8K | Cut−$63.8K |
| HB Wealth Management, LLC | 24K | $569.3K | −$54K | Added$31.2K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 23.9K | $565.8K | −$63.1K | Cut−$63.1K |
| Virtus Investment Advisers, LLC | 23.7K | $561.5K | −$60K | Cut−$37.2K |
| GUGGENHEIM CAPITAL LLC | 23.4K | $553.9K | −$55.7K | Cut−$1.19K |
| FIFTH THIRD BANCORP | 23.3K | $552.7K | — | New |
| EVERPAR ADVISORS LLC | 23.2K | $549K | −$61.2K | Cut−$67K |
| COLUMBIA ADVISORY PARTNERS LLC | 22.9K | $543.2K | −$60.5K | Cut−$233.4K |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 22.4K | $531.6K | −$59.2K | Cut−$143.3K |
| Pinnacle Financial Partners, Inc. | 22.4K | $530.9K | — | New |
| KCM INVESTMENT ADVISORS LLC | 22K | $521.2K | −$39.6K | Added$126.2K |
| ArchPoint Investors | 21K | $513.7K | −$55.4K | Cut−$55.4K |
| Valeo Financial Advisors, LLC | 21.5K | $509.4K | −$32.2K | Added$188.7K |
| Moors & Cabot, Inc. | 21.5K | $509K | −$51.7K | Cut−$6.28K |
| United Advisor Group, LLC | 21K | $497.7K | −$36.5K | Added$134.1K |
| CIBC Bancorp USA Inc. | 20.9K | $496K | — | Held |
| Apollon Wealth Management, LLC | 20.7K | $489.8K | −$51.2K | Cut−$21.1K |
| Texas Yale Capital Corp. | 20.6K | $486.9K | −$54.3K | Cut−$387.9K |
| Wealthspire Advisors, LLC | 20.5K | $486.6K | −$51.1K | Cut−$22.7K |
| EAGLE GLOBAL ADVISORS LLC | 20.5K | $485.4K | −$30.4K | Added$182.5K |
| Van Hulzen Asset Management, LLC | 20.3K | $481K | −$50.6K | Cut−$23.3K |
| BASSO CAPITAL MANAGEMENT, L.P. | 20.2K | $478.5K | −$21.6K | Added$262.6K |
| Blue Trust, Inc. | 19.8K | $470.1K | −$52.4K | Cut−$52.4K |
| Pathstone Holdings, LLC | 19.6K | $465.3K | −$51.8K | Cut−$419.8K |
| Westbourne Investment Advisors, Inc. | 19.5K | $462K | −$47.3K | Cut−$9.35K |
| Equitable Holdings, Inc. | 17.7K | $453.3K | −$8.91K | Added$126.7K |
| Sage Investment Counsel LLC | 18.8K | $445.4K | −$44.3K | Added$3.09K |
| Axiom Investment Management LLC | 18.5K | $438.3K | — | Held |
| OPPENHEIMER & CO INC | 18.3K | $432.9K | −$48.2K | Cut−$49K |
| Allie Family Office LLC | 18K | $427.6K | −$47.6K | Cut−$47.6K |
| NATIONAL BANK OF CANADA /FI/ | 17.9K | $423.7K | −$38.5K | Added$39.8K |
| Comprehensive Money Management Services LLC | 17.9K | $423.6K | −$46.3K | Cut−$38.6K |
| Brevan Howard Capital Management LP | 17.6K | $417K | −$46.5K | Cut−$321.5K |
| Commerce Advisors, LLC | 16.9K | $399.9K | — | Held |
| Taylor & Morgan Wealth Management, LLC | 16.8K | $397.9K | −$44.3K | Cut−$135.1K |
| London & Capital Asset Management Ltd | 16.8K | $397.4K | −$37.2K | Added$25.8K |
| Stratos Wealth Partners, LTD. | 16.6K | $393.3K | −$43.8K | Cut−$70.3K |
| Proficio Capital Partners LLC | 16.2K | $384K | −$42.8K | Cut−$2.42M |
| Integrated Advisors Network LLC | 16.2K | $382.9K | −$42.7K | Cut−$78.6K |
| Valtrion Capital Management, LLC | 16K | $379.6K | −$38.6K | Cut−$4.99K |
| DRW Securities, LLC | 16K | $378.1K | — | New |
| REICON WEALTH ADVISORS, LLC | 15.9K | $376.5K | −$24.5K | Added$132.3K |
| Permanens Capital L.P. | 15.4K | $376.1K | — | New |
| Forum Financial Management, LP | 15.7K | $372.8K | −$41.5K | Cut−$41.5K |
| Tranquility Partners, LLC | 15.6K | $369K | −$32.8K | Added$42K |
| Parallel Advisors, LLC | 15.4K | $365.8K | −$40.8K | Cut−$40.8K |
| Accredited Investors Inc. | 15K | $355.4K | −$39.6K | Cut−$39.6K |
| NewEdge Wealth, LLC | 14.7K | $348.8K | −$38.4K | Cut−$34K |
| Private Advisor Group, LLC | 14.7K | $348.2K | −$38.8K | Cut−$307.3K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 14.6K | $346.7K | −$22.4K | Added$123.3K |
| Cassaday & Co Wealth Management LLC | 14.6K | $346.2K | −$38.6K | Cut−$38.6K |
| CWM, LLC | 14.6K | $346K | $249.8K | Added$345.7K |
| Tidal Investments LLC | 14.6K | $345.9K | −$38.5K | Cut−$47K |
| MGO Private Wealth, LLC | 14.5K | $344K | −$38.3K | Cut−$2.56M |
| Monument Capital Management | 14.4K | $341.6K | −$38.1K | Cut−$216.2K |
Who left
- Empyrean Capital Partners, LP$20.1M
- Citadel$7.78M
- Aberdeen Group plc$5.36M
- Qube Research & Technologies Ltd$5.35M
- CWC Advisors, LLC.$4.38M
- Schonfeld Strategic Advisors LLC$3.76M
- BECK CAPITAL MANAGEMENT, LLC$3.33M
- BAYVIEW ASSET MANAGEMENT, LLC$2.82M
- Quantbot Technologies LP$2.74M
- TWO SIGMA ADVISERS, LP$2.67M
- Pillsbury Lake Capital LLC$2.65M
- DARK FOREST CAPITAL MANAGEMENT LP$1.99M
- PRELUDE CAPITAL MANAGEMENT, LLC$1.75M
- Steadtrust LLC$1.6M
- Jump Financial, LLC$1.56M
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.