Vault-13

BLACK STONE MINERALS L P BSM

COM UNIT · MLP · CUSIP 09225M101

200 institutional holders +8 vs Q1 2026
45,285,87345.3m shares reported held*
$632.9mreported value*
22 new 58 added 47 reduced 11 sold out net bought ≈ $26.2m (+1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.98. Options: 8 managers hold calls ($6.9m notional), 7 hold puts ($4.3m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 150Q4 22: 173Q1 23: 171Q2 23: 173Q3 23: 181Q4 23: 197Q1 24: 185Q2 24: 188Q3 24: 179Q4 24: 182Q1 25: 178Q2 25: 185Q3 25: 194Q4 25: 193Q1 26: 192Q2 26: 200200Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022150
Q4 2022173
Q1 2023171
Q2 2023173
Q3 2023181
Q4 2023197
Q1 2024185
Q2 2024188
Q3 2024179
Q4 2024182
Q1 2025178
Q2 2025185
Q3 2025194
Q4 2025193
Q1 2026192
Q2 2026200

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 71 bought or addedQ3 24: 72 cut or sold outQ4 24: 75 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 76 bought or addedQ1 25: 61 cut or sold outQ2 25: 75 bought or addedQ2 25: 53 cut or sold outQ2 25Q3 25: 77 bought or addedQ3 25: 68 cut or sold outQ4 25: 76 bought or addedQ4 25: 71 cut or sold outQ4 25Q1 26: 70 bought or addedQ1 26: 58 cut or sold outQ2 26: 80 bought or addedQ2 26: 58 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247172
Q4 20247554
Q1 20257661
Q2 20257553
Q3 20257768
Q4 20257671
Q1 20267058
Q2 20268058

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 25 calls: $2.1mQ3 25 puts: $3.8mQ3 25P/C 1.83Q4 25 calls: $7.2mQ4 25 puts: $3.2mQ4 25P/C 0.45Q1 26 calls: $13.2mQ1 26 puts: $3.8mQ1 26P/C 0.29Q2 26 calls: $6.9mQ2 26 puts: $4.3mQ2 26P/C 0.63
Numbers
QuarterCallsPutsP/C
Q3 2025$2.1m$3.8m1.83
Q4 2025$7.2m$3.2m0.45
Q1 2026$13.2m$3.8m0.29
Q2 2026$6.9m$4.3m0.63

Biggest buyers

MORGAN STANLEY Added +627,645+627.6k
BlackRock, Inc. New +451,042+451.0k
Cambridge Investment Research Advisors, Inc. Added +408,805+408.8k
Freestone Capital Holdings, LLC New +200,000+200.0k
Argent Trust Co New +123,596+123.6k
Long Corridor Asset Management Ltd Added +108,000+108.0k
CITADEL ADVISORS LLC New +89,225+89.2k
GOLDMAN SACHS GROUP INC Added +82,658+82.7k
WELLS FARGO & COMPANY/MN Added +78,223+78.2k
GSA CAPITAL PARTNERS LLP New +73,515+73.5k

Biggest sellers

CITIGROUP INC Reduced -196,813-196.8k
Jump Financial, LLC Reduced -146,092-146.1k
Invesco Ltd. Sold out -74,014-74.0k
SIMPLEX TRADING, LLC Sold out -59,237-59.2k
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV Reduced -52,818-52.8k
Cullen/Frost Bankers, Inc. Reduced -47,187-47.2k
Welch & Forbes LLC Reduced -44,266-44.3k
Advocate Investing Services LLC Sold out -43,948-43.9k
JANE STREET GROUP, LLC Sold out -38,714-38.7k
O'Brien Greene & Co. Inc Reduced -30,000-30.0k

Biggest calls

PEAK6 LLC Reduced $3.5m251.4k shares
CITADEL ADVISORS LLC Reduced $881.5k63.1k shares
SIMPLEX TRADING, LLC Added $750.2k53.7k shares
Caption Management, LLC New $698.5k50.0k shares
JANE STREET GROUP, LLC Reduced $301.8k21.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $297.6k21.3k shares
IMC-Chicago, LLC Added $273.8k19.6k shares
GROUP ONE TRADING LLC Added $135.5k9.7k shares

Biggest puts

PEAK6 LLC Added $1.2m85.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $909.4k65.1k shares
CITADEL ADVISORS LLC New $821.4k58.8k shares
JANE STREET GROUP, LLC Added $628.6k45.0k shares
IMC-Chicago, LLC Added $370.2k26.5k shares
GROUP ONE TRADING LLC Added $247.3k17.7k shares
SIMPLEX TRADING, LLC Added $169.0k12.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · passive investor new · filed 2026-08-20 5.2% new 11.0m≈ $154.0m 2026-08-20

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 1 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 2 buyingQ2 26: 2 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251$196.0k1$500.4k—
Q3 20251$2.0m0——
Q4 20250—0——
Q1 20260—1$461.7k$461.7k
Q2 20262$2.4m2$978.4k$828.7k
Q3 20260—1$28.1m—
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-06 Whitehead James Director · By Lacy Properties Ltd. Sold 1,628,762 $13.21 $21.5m1.6m shares -72%
2026-08-06 Whitehead James Director · By Eagle Gathering System Ltd. Sold 498,343 $13.21 $6.6m498.3k shares -100%
2026-06-01 DeWalch D Mark Director · By DeWalch Diversified LP Bought 36,363 $13.62 $495.3k36.4k shares +6%
2026-05-29 DeWalch D Mark Director · By DeWalch Diversified LP Bought 36,363 $13.48 $490.2k36.4k shares +6%
2026-05-28 DeWalch D Mark Director Bought 37,650 $13.21 $497.4k37.6k shares +10%
2026-05-13 Carter Thomas L Jr Executive Chairman, director Bought 1,120 $13.50 $15.1k1.1k shares +<1%
2026-05-12 Carter Thomas L Jr Executive Chairman, director Bought 19,154 $13.48 $258.2k19.2k shares +0%
2026-05-12 Longmaid Ashley J Director Sold 11,128 $13.45 $149.7k11.1k shares -8%
2026-05-11 Carter Thomas L Jr Executive Chairman, director Bought 25,000 $13.47 $336.8k25.0k shares +1%
2026-05-08 Carter Thomas L Jr Executive Chairman, director Bought 23,604 $13.32 $314.4k23.6k shares +1%
2026-05-05 Putman Luke Stevens SVP, General Counsel, and Sec Sold plan 29,386 $13.75 $404.1k29.4k shares -4%
2026-04-06 Putman Luke Stevens SVP, General Counsel, and Sec Sold plan 29,386 $14.45 $424.6k29.4k shares -4%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 8,899,4038.9m $124.3m $124.3m 0.01% Added +627.6k +627,645
2 William Marsh Rice University 36.09% of their portfolio HOUSTON, TX 5,663,4765.7m $79.1m $79.1m 36.09% Unchanged
3 FMR LLC 0.00% of their portfolio BOSTON, MA 4,518,0714.5m $63.1m $63.1m 0.00% Reduced -19.1k -19,100
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,080,0582.1m $29.1m $29.1m 0.00% Reduced -27.2k -27,234
5 PENN DAVIS MCFARLAND INC 2.44% of their portfolio DALLAS, TX 1,958,1372.0m $27.4m $27.4m 2.44% Reduced -1.5k -1,451
6 INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 6.56% of their portfolio GREENWOOD VILLAGE, CO 1,848,1841.8m $25.8m $25.8m 6.56% Reduced -52.8k -52,818
7 NATIXIS 0.10% of their portfolio PARIS, I0 1,579,9001.6m $22.1m $22.1m 0.10% Unchanged
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 1,181,3991.2m $16.5m $16.5m 0.00% Unchanged
9 Long Corridor Asset Management Ltd 3.71% of their portfolio HONG KONG, K3 880,000880.0k $12.3m $12.3m 3.71% Added +108.0k +108,000
10 BROWN ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 870,666870.7k $12.2m $12.2m 0.02% Reduced -7.3k -7,337
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 816,260816.3k $11.4m $11.4m 0.01% Added +408.8k +408,805
12 Mudita Advisors LLP 2.21% of their portfolio London, X0 760,877760.9k $10.6m $10.6m 2.21% Unchanged
13 ING GROEP NV 0.05% of their portfolio AMSTERDAM, P7 728,600728.6k $10.2m $10.2m 0.05% Unchanged
14 Fayez Sarofim & Co 0.02% of their portfolio Houston, TX 633,364633.4k $8.8m $8.8m 0.02% Unchanged
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 630,392630.4k $8.8m $8.8m 0.01% Added +13.8k +13,835
16 Saber Capital Managment, LLC 6.20% of their portfolio FUQUAY VARINA, NC 616,921616.9k $8.6m $8.6m 6.20% Added +44.5k +44,522
17 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 602,282602.3k $8.4m $8.4m 0.03% Unchanged
18 EPACRIA CAPITAL PARTNERS, LLC 6.26% of their portfolio BOULDER, CO 580,716580.7k $8.1m $8.1m 6.26% Unchanged
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 491,892491.9k $6.9m $6.9m 0.00% Added +78.2k +78,223
20 BlackRock, Inc. 0.00% of their portfolio New York, NY 451,042451.0k $6.3m $6.3m 0.00% New
21 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 349,820349.8k $4.9m $4.9m 0.00% Reduced -196.8k -196,813
22 Lummis Asset Management, LP 3.04% of their portfolio FORT WORTH, TX 343,843343.8k $5.1m $5.1m 3.04% Unchanged
23 CHILTON CAPITAL MANAGEMENT LLC 0.15% of their portfolio HOUSTON, TX 337,263337.3k $4.7m $4.7m 0.15% Reduced -209 -209
24 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 301,902301.9k $4.2m $4.2m 0.00% Added +52.6k +52,640
25 Forum Financial Management, LP 0.05% of their portfolio LOMBARD, IL 300,000300.0k $4.2m $4.2m 0.05% Unchanged
26 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 298,164298.2k $4.2m $4.2m 0.00% Unchanged
27 GraniteShares Advisors LLC 1.85% of their portfolio NEW YORK, NY 206,254206.3k $2.9m $2.9m 1.85% Added +27.0k +27,000
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 202,308202.3k $2.8m $2.8m 0.00% Added +9.7k +9,682
29 Freestone Capital Holdings, LLC 0.07% of their portfolio Seattle, WA 200,000200.0k $2.8m $2.8m 0.07% New
30 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 196,512196.5k $2.7m $2.7m 0.01% Added +13.7k +13,721
31 REGIONS FINANCIAL CORP 0.02% of their portfolio BIRMINGHAM, AL 196,349196.3k $2.7m $2.7m 0.02% Reduced -5.0k -5,000
32 EVERGREEN CAPITAL MANAGEMENT LLC 0.05% of their portfolio Bellevue, WA 194,470194.5k $2.7m $2.7m 0.05% Reduced -3.5k -3,490
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 189,440189.4k $2.6m $2.6m 0.00% Added +82.7k +82,658
34 Hill Investment Group Partners, LLC 0.25% of their portfolio ST. LOUIS, MO 177,487177.5k $2.5m $2.5m 0.25% Unchanged
35 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 166,849166.8k $2.3m $2.3m 0.00% Reduced -4.8k -4,791
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 162,784162.8k $2.3m $2.3m 0.00% Reduced -8.3k -8,292
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 157,802157.8k $2.2m $2.2m 0.00% Reduced -4.1k -4,085
38 HORIZON KINETICS ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 151,238151.2k $2.1m $2.1m 0.02% Unchanged
39 Board of Trustees of The Leland Stanford Junior University 0.39% of their portfolio STANFORD, CA 147,852147.9k $2.1m $2.1m 0.39% Unchanged
40 FIDUCIENT ADVISORS LLC 0.28% of their portfolio Chicago, IL 142,237142.2k $2.0m $2.0m 0.28% Unchanged
41 AlphaCore Capital LLC 0.04% of their portfolio LA JOLLA, CA 138,860138.9k $1.9m $1.9m 0.04% Unchanged
42 Mraz, Amerine & Associates, Inc. 0.26% of their portfolio Modesto, CA 130,976131.0k $1.8m $1.8m 0.26% Reduced -2.7k -2,675
43 Argent Trust Co 0.05% of their portfolio NASHVILLE, TN 123,596123.6k $1.7m $1.7m 0.05% New
44 Bahl & Gaynor LLC 0.01% of their portfolio CINCINNATI, OH 122,500122.5k $1.7m $1.7m 0.01% Reduced -9.0k -9,000
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 122,484122.5k $1.7m $1.7m 0.00% Added +948 +948
46 MCDANIEL TERRY & CO 0.13% of their portfolio AUSTIN, TX 119,987120.0k $1.7m $1.7m 0.13% Unchanged
47 Rare Wolf Capital LLC 1.05% of their portfolio BELLEVUE, WA 116,893116.9k $1.6m $1.6m 1.05% Reduced -6.0k -5,983
48 Americana Partners, LLC 0.04% of their portfolio Houston, TX 113,047113.0k $1.6m $1.6m 0.04% Reduced -4.5k -4,500
49 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 108,613108.6k $1.5m $1.5m 0.01% Added +6.4k +6,407
50 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 105,214105.2k $1.5m $1.5m 0.03% Added +9.5k +9,465
51 LMG Wealth Partners, LLC 0.23% of their portfolio SHREVEPORT, LA 101,824101.8k $1.4m $1.4m 0.23% Unchanged
52 RAHLFS CAPITAL, LLC 1.03% of their portfolio LAKE KIOWA, TX 100,062100.1k $1.4m $1.4m 1.03% Unchanged
53 BOKF, NA 0.02% of their portfolio TULSA, OK 98,00098.0k $1.4m $1.4m 0.02% Unchanged
54 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 95,36995.4k $1.3m $1.3m 0.00% Added +1.6k +1,613
55 HOWARD FINANCIAL SERVICES, LTD. 0.13% of their portfolio DALLAS, TX 92,41892.4k $1.3m $1.3m 0.13% Added +185 +185
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 89,22589.2k $1.2m $1.2m 0.00% New
57 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 87,27187.3k $1.2m $1.2m 0.00% Reduced -308 -308
58 Gem Investment Advisors, LLC 0.73% of their portfolio TEANECK, NJ 84,63284.6k $1.2m $1.2m 0.73% Unchanged
59 Tweedy, Browne Co LLC 0.09% of their portfolio Stamford, CT 83,53083.5k $1.2m $1.2m 0.09% Added +6.2k +6,166
60 EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio Oklahoma City, OK 83,53083.5k $1.2m $1.2m 0.01% Added +6.2k +6,166
61 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.07% of their portfolio SALT LAKE CITY, UT 82,53382.5k $1.2m $1.2m 0.07% Unchanged
62 Cullen/Frost Bankers, Inc. 0.01% of their portfolio San Antonio, TX 76,52876.5k $1.1m $1.1m 0.01% Reduced -47.2k -47,187
63 CHASE INVESTMENT COUNSEL CORP 0.22% of their portfolio CHARLOTTESVILLE, VA 75,57775.6k $1.1m $1.1m 0.22% Unchanged
64 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 75,17075.2k $1.1m $1.1m 0.02% Added +44 +44
65 AVENIR CORP 0.13% of their portfolio ALEXANDRIA, VA 73,90073.9k $1.0m $1.0m 0.13% Unchanged
66 GSA CAPITAL PARTNERS LLP 0.06% of their portfolio LONDON, X0 73,51573.5k $1.0m $1.0m 0.06% New
67 O'Brien Greene & Co. Inc 0.27% of their portfolio MEDIA, PA 70,00070.0k $977.9k $977.9k 0.27% Reduced -30.0k -30,000
68 Gruss & Co., LLC 2.51% of their portfolio WEST PALM BEACH, FL 68,51668.5k $957.2k $957.2k 2.51% Reduced -2.5k -2,500
69 Bramshill Investments, LLC 0.07% of their portfolio NAPLES, FL 68,45168.5k $956.3k $956.3k 0.07% Added +3.4k +3,355
70 Moors & Cabot, Inc. 0.03% of their portfolio BOSTON, MA 61,20061.2k $855.0k $855.0k 0.03% Added +500 +500
71 DOLIVER ADVISORS, LP 0.19% of their portfolio HOUSTON, TX 59,82759.8k $835.8k $835.8k 0.19% Added +13.9k +13,950
72 First Eagle Investment Management, LLC 0.00% of their portfolio NEW YORK, NY 58,57058.6k $818.2k $818.2k 0.00% Added +28.6k +28,567
73 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 57,64657.6k $805.3k $805.3k 0.00% Reduced -9.3k -9,328
74 CALDWELL SUTTER CAPITAL, INC. 0.29% of their portfolio SAUSALITO, CA 55,49055.5k $775.2k $775.2k 0.29% Reduced -300 -300
75 Icon Wealth Advisors, LLC 0.05% of their portfolio HOUSTON, TX 53,56453.6k $748.3k $748.3k 0.05% Reduced -14.4k -14,425
76 RWA WEALTH PARTNERS, LLC 0.01% of their portfolio BOSTON, MA 53,20353.2k $743.2k $743.2k 0.01% Added +8.3k +8,254
77 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 52,92252.9k $739.3k $739.3k 0.00% Reduced -10.3k -10,292
78 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 50,00050.0k $698.5k $698.5k 0.00% Unchanged
79 Clear Harbor Asset Management, LLC 0.04% of their portfolio Stamford, CT 49,30749.3k $688.8k $688.8k 0.04% Unchanged
80 Aristides Capital LLC 0.16% of their portfolio LOUISVILLE, KY 45,74045.7k $639.0k $639.0k 0.16% Added +3.4k +3,410
81 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 45,67745.7k $638.1k $638.1k 0.01% Added +4.3k +4,350
82 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 43,65443.7k $615.5k $615.5k 0.00% Added +11.0k +11,037
83 Family Manage LLC 0.06% of their portfolio NEW YORK, NY 39,76739.8k $555.5k $555.5k 0.06% Unchanged
84 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,60239.6k $553.2k $553.2k 0.00% Added +10.8k +10,829
85 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 39,18839.2k $547.5k $547.5k 0.00% Reduced -3.3k -3,328
86 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 39,11439.1k $546.4k $546.4k 0.00% Reduced -3.0k -2,952
87 Fort Sheridan Advisors LLC 0.05% of their portfolio HIGHLAND PARK, IL 35,86735.9k $501.1k $501.1k 0.05% Unchanged
88 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 34,78634.8k $486.0k $486.0k 0.00% Added +30.5k +30,456
89 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 34,77534.8k $485.8k $485.8k 0.00% Unchanged
90 Redhawk Wealth Advisors, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 34,27934.3k $478.9k $478.9k 0.05% Added +17.4k +17,390
91 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,17534.2k $477.4k $477.4k 0.00% New
92 Mariner, LLC 0.00% of their portfolio Overland Park, KS 33,73433.7k $471.3k $471.3k 0.00% Reduced -6.4k -6,432
93 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 33,12633.1k $462.8k $462.8k 0.00% Added +30.7k +30,668
94 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.09% of their portfolio SYOSSET, NY 32,99933.0k $461.0k $461.0k 0.09% Reduced -5.0k -5,000
95 JFS WEALTH ADVISORS, LLC 0.02% of their portfolio HERMITAGE, PA 32,74732.7k $457.5k $457.5k 0.02% Unchanged
96 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 32,74632.7k $457.5k $457.5k 0.01% Unchanged
97 Pekin Hardy Strauss, Inc. 0.04% of their portfolio CHICAGO, IL 32,45632.5k $453.4k $453.4k 0.04% Added +4.4k +4,406
98 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 32,00032.0k $447.0k $447.0k 0.01% Unchanged
99 GRANDFIELD & DODD, LLC 0.02% of their portfolio NEW YORK, NY 30,38230.4k $424.4k $424.4k 0.02% Unchanged
100 DRW Securities, LLC 0.02% of their portfolio CHICAGO, IL 29,94929.9k $418.4k $418.4k 0.02% New