BRW — Institutional owners (13F)

97 filers · $118.7M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Focus Partners Wealth $18,035,434 2,745,119 15.19% Shares
TORONTO DOMINION BANK $14,968,037 2,278,240 12.61% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $12,229,490 1,861,414 10.30% Shares
Thomas J. Herzfeld Advisors, Inc. $10,148,640 1,544,694 8.55% Shares
ENVESTNET ASSET MANAGEMENT INC $7,064,098 1,075,205 5.95% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,452,145 829,855 4.59% Shares
Invesco Ltd. $4,862,634 740,127 4.10% Shares
CSS LLC/IL $4,510,200 686,484 3.80% Shares
MORGAN STANLEY $3,977,144 605,349 3.35% Shares
LPL Financial LLC $3,334,578 507,546 2.81% Shares
UBS Group AG $3,173,218 482,986 2.67% Shares
FLAX POND CAPITAL, LLC $2,666,014 405,786 2.25% Shares
Advisors Asset Management, Inc. $2,107,781 300,682 1.78% Shares
Ethos Financial Group, LLC $1,649,188 251,018 1.39% Shares
Adalta Capital Management LLC $1,614,729 245,773 1.36% Shares
OSAIC HOLDINGS, INC. $1,458,855 222,050 1.23% Shares
SCOTIA CAPITAL INC. $1,425,011 216,897 1.20% Shares
J.W. COLE ADVISORS, INC. $1,401,863 213,373 1.18% Shares
Modern Wealth Management, LLC $1,362,992 207,457 1.15% Shares
Baird Financial Group, Inc. $1,260,632 191,877 1.06% Shares
Marks Group Wealth Management, Inc $1,135,230 172,790 0.96% Shares
SVRN Asset Management, LLC $1,126,671 171,487 0.95% Shares
Yakira Capital Management, Inc. $840,277 127,896 0.71% Shares
Chicago Partners Investment Group LLC $815,733 122,851 0.69% Shares
CHOREO, LLC $682,367 103,861 0.57% Shares
RAYMOND JAMES FINANCIAL INC $609,683 92,798 0.51% Shares
PEAK FINANCIAL ADVISORS LLC $591,275 89,996 0.50% Shares
Next Capital Management LLC $584,250 88,927 0.49% Shares
Shaker Financial Services, LLC $498,105 75,815 0.42% Shares
IHT Wealth Management, LLC $494,406 75,252 0.42% Shares
Matisse Capital $440,345 65,333 0.37% Shares
SeaCrest Wealth Management, LLC $420,598 64,018 0.35% Shares
BANK OF AMERICA CORP /DE/ $418,211 63,655 0.35% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $409,245 62,290 0.34% Shares
TrueMark Investments, LLC $393,247 59,855 0.33% Shares
ABSOLUTE INVESTMENT ADVISERS, LLC $380,094 57,853 0.32% Shares
North Ground Capital $367,920 56,000 0.31% Shares
COMMONWEALTH EQUITY SERVICES, LLC $327,900 49,909 0.28% Shares
CoreCap Advisors, LLC $324,517 49,394 0.27% Shares
XTX Topco Ltd $286,735 43,643 0.24% Shares
PNC Financial Services Group, Inc. $280,292 42,662 0.24% Shares
FLAGSHIP HARBOR ADVISORS, LLC $280,040 42,624 0.24% Shares
Cetera Investment Advisers $276,067 42,019 0.23% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $246,485 37,517 0.21% Shares
JANE STREET GROUP, LLC $230,213 35,040 0.19% Shares
STIFEL FINANCIAL CORP $209,434 31,877 0.18% Shares
HighTower Advisors, LLC $179,611 27,338 0.15% Shares
Gridiron Partners, LLC $166,942 25,723 0.14% Shares
NOMURA HOLDINGS INC $164,119 24,980 0.14% Shares
Bison Wealth, LLC $161,974 24,103 0.14% Shares
Marex Group Ltd $157,680 24,000 0.13% Shares
Quarry LP $156,189 23,773 0.13% Shares
NewEdge Advisors, LLC $147,502 22,451 0.12% Shares
Clear Street Group Inc. $131,400 20,000 0.11% Shares
Tactive Advisors, LLC $121,775 18,535 0.10% Shares
M&T Bank Corp $118,260 18,000 0.10% Shares
DECISION INVESTMENTS, INC $114,647 17,450 0.10% Shares
Alpine Global Management, LLC $110,376 16,800 0.09% Shares
Apollon Wealth Management, LLC $108,730 16,549 0.09% Shares
CAPTRUST FINANCIAL ADVISORS $107,532 16,367 0.09% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $105,455 16,051 0.09% Shares
MML INVESTORS SERVICES, LLC $105,347 16,035 0.09% Shares
Permanent Capital Management, LP $102,092 15,539 0.09% Shares
COMERICA BANK $101,806 14,523 0.09% Shares
FIFTH THIRD BANCORP $95,416 14,523 0.08% Shares
GAMCO INVESTORS, INC. ET AL $91,980 14,000 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $91,060 13,860 0.08% Shares
EVOLVE PRIVATE WEALTH, LLC $83,564 12,719 0.07% Shares
MANCHESTER FINANCIAL INC $81,564 12,414 0.07% Shares
Grove Street Fiduciary, LLC $75,765 11,532 0.06% Shares
Perennial Advisors, LLC $73,569 11,198 0.06% Shares
PFG Investments, LLC $68,164 10,375 0.06% Shares
Parallel Advisors, LLC $59,675 9,082 0.05% Shares
ROYAL BANK OF CANADA $48,000 7,243 0.04% Shares
Noble Wealth Management PBC $37,281 6,203 0.03% Shares
Rockefeller Capital Management L.P. $29,550 4,497 0.02% Shares
WINMILL & CO. INC $24,309 3,700 0.02% Shares
Arax Advisory Partners $22,996 3,500 0.02% Shares
Clearstead Advisors, LLC $19,710 3,000 0.02% Shares
GILL CAPITAL PARTNERS, LLC $15,610 2,376 0.01% Shares
Ameritas Advisory Services, LLC $12,614 1,920 0.01% Shares
Penserra Capital Management LLC $9,893 1,505,912 0.01% Shares
CONSULTIVA WEALTH MANAGEMENT, CORP. $8,870 1,350 0.01% Shares
CWM, LLC $7,926 1,176 0.01% Shares
FINANCIAL CONSULATE, INC $6,570 1,000 0.01% Shares
Axiom Investment Management LLC $5,236 797 0.00% Shares
Farther Finance Advisors, LLC $3,942 600 0.00% Shares
Steward Partners Investment Advisory, LLC $3,502 533 0.00% Shares
Kentucky Trust Co $3,370 500 0.00% Shares
ESL Trust Services, LLC $3,292 501 0.00% Shares
BELLEVUE ASSET MANAGEMENT, LLC $2,759 420 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,300 350 0.00% Shares
PARK AVENUE SECURITIES LLC $1,172 178,401 0.00% Shares
WEDBUSH SECURITIES INC $329 50,051 0.00% Shares
Global Retirement Partners, LLC $27 4 0.00% Shares
Capital Advisors, Ltd. LLC $11 1,622 0.00% Shares
WELLS FARGO & COMPANY/MN $6 1 0.00% Shares