How many institutions own BXSL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BXSL shares is 430, representing 43.83% of the company's common stock.

Who are the major shareholders selling Blackstone Secured Lending Fund stock?

ROYAL BANK OF CANADA, in the last quarter, reduced its stake in BXSL by -4.12% restricting it's holding to 1.4 million shares of worth nearly $36.93M. TREXQUANT INVESTMENT LP also lessened -7.6% of the BXSL shares from its portfolio, reducing its holding to 434.91 thousand shares of worth $11.45M. AMERIPRISE FINANCIAL INC also shunned BXSL shares holding by -0.03% last quarter which brought its holding to 746.74 thousand shares worth $19.66M.

Investors who are buying BXSL stock?

As per its latest 13F filing, VAN ECK ASSOCIATES CORP increased its stake in BXSL by 112.1% in the last quarter. The institutional holder raised its holding to 5.15 million shares having worth more than $135.60M. GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC also added 0.89% more shares of BXSL to its portfolio, raising its holding to 422.58 thousand shares of worth $11.13M. CRESSET ASSET MANAGEMENT, LLC also increased its BXSL shares holding by 173.31% which brought its holding to 547.13 thousand shares worth $14.81M.

BXSL's major insiders: who are they?

The insider with the most stakes in BXSL is Marshall Brad , CEO at the company. Additionally, BXSL stock is highly held by Trustee Bass Robert J and President Whitaker Carlos among others.

Did an insider recently sell BXSL stock?

Company executives, directors, and other insiders own 8.74% percent of Blackstone Secured Lending Fund's stock. Within the last six months, there have been 0 transaction(s) in which BXSL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BXSL stock?

There have been 2 transaction(s) during the past 6-months in which Blackstone Secured Lending Fund insiders have bought stock, totalling 5760 shares

How much of BXSL does insiders own?

Around 23.17K Blackstone Secured Lending Fund shares are held by insiders, which represents about 8.74% of BXSL stock.

Who is the insider with the largest stake?

BXSL CEO, Marshall Brad holds the largest portfolio of the company's shares. BXSL shares owned by Marshall total nearly 197.68 thousand.

Which institution holds the most shares in BXSL?

VAN ECK ASSOCIATES CORP is the largest institutional owner in BXSL which holds 5.15 million shares worth $135.60M or 2.23% of the total BXSL shares outstanding followed by ROYAL BANK OF CANADA with ownership of 1.4 million shares representing 0.61% of the BXSL ownership. GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC is the third largest stakeholder with 422.58 thousand shares or 0.18% of the ownership worth more than $11.13M.

Is Blackstone Secured Lending Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BXSL is concerned, it is a stock which is optionable.

Is there a short position on BXSL's shares?

Number of BXSL shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BXSL shares are there?

As of today, null shares of BXSL are outstanding.

Is there many float in BXSL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BXSL has null shares in float.

BXSL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BXSL is null.

Blackstone Secured Lending Fund (BXSL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

8.74% Percentage of Shares held by All Insiders

43.83% Percentage of Shares held by All Institutions

48.03% Percentage of Float held by Institutions

430

Number of Institutions Holding Shares

Institutional Ownership

About 43.83% of BXSL shares are held by financial institutions. VAN ECK ASSOCIATES CORP is the top corporate investor, holding 5.15M shares valued at $135.60M. A 2.23% stake in Blackstone Secured Lending Fund is owned by the company. ROYAL BANK OF CANADA owns 1.4M shares valued at $36.93M, which translates its holding of 0.61% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	VAN ECK ASSOCIATES CORP	2.23%	5.15M	135.6M	2.72M	+112.10%
Dec 31, 2025	ROYAL BANK OF CANADA	0.61%	1.4M	36.93M	-60.25K	-4.12%
Dec 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.18%	422.58K	11.13M	3.75K	+0.89%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.19%	434.91K	11.45M	-35.78K	-7.60%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.24%	547.13K	14.81M	346.94K	+173.31%
Dec 31, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.24%	550K	14.51M	0	0
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.68%	1.58M	41.79M	210.92K	+15.45%
Dec 31, 2025	OMERS ADMINISTRATION CORP	0.82%	1.89M	49.77M	602.42K	+46.77%
Dec 31, 2025	STANSBERRY ASSET MANAGEMENT, LLC	0.13%	297.48K	7.83M	260.34K	+700.89%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	746.74K	19.66M	-247	-0.03%
Dec 31, 2025	ALTSHULER SHAHAM LTD	0.33%	750K	19.75M	750K	+100.00%
Dec 31, 2025	EMPYREAN CAPITAL PARTNERS, LP	0.33%	765K	20.14M	765K	+100.00%
Dec 31, 2025	PROGENY 3, INC.	0.34%	772.16K	20.33M	0	0
Dec 31, 2025	FMR LLC	0.47%	1.07M	28.26M	442.33K	+70.10%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.49%	1.13M	29.66M	561.64K	+99.46%
Dec 31, 2025	CCLA INVESTMENT MANAGEMENT	0.56%	1.29M	33.9M	-973.68K	-43.06%
Dec 31, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.89%	2.04M	53.83M	0	0
Dec 31, 2025	ENSIGN PEAK ADVISORS, INC	0.96%	2.22M	58.38M	200K	+9.92%
Dec 31, 2025	BLACKSTONE INC.	1.39%	3.21M	84.43M	0	0
Dec 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	1.65%	3.81M	100.38M	-96.38K	-2.47%
Dec 31, 2025	ABRDN PLC	0.09%	203.52K	5.36M	29.25K	+16.78%
Dec 31, 2025	DENALI ADVISORS LLC	0.09%	213.09K	5.61M	-30.05K	-12.36%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.65%	6.11M	160.98M	419.18K	+7.36%
Dec 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.06%	137.93K	3.63M	-11.81K	-7.89%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.06%	139.04K	3.66M	41.19K	+42.09%
Dec 31, 2025	WATERLOO CAPITAL, L.P.	0.06%	142.27K	3.75M	3.36K	+2.42%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	205.3K	5.41M	-9.65K	-4.49%
Dec 31, 2025	BLACKROCK, INC.	0.09%	209.75K	5.52B	-497	-0.24%
Dec 31, 2025	MUZINICH & CO., INC.	0.51%	1.17M	30.81M	261.92K	+28.84%
Dec 31, 2025	UBS GROUP AG	2.05%	4.73M	124.58M	2.5M	+112.48%
Dec 31, 2025	MORGAN STANLEY	2.57%	5.93M	156.18M	-1.25M	-17.39%
Dec 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.25%	575.88K	15.16M	-44.35K	-7.15%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.27%	611.23K	16.09M	-46.87K	-7.12%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.28%	648.03K	17.06M	-58.74K	-8.31%
Dec 31, 2025	JPMORGAN CHASE & CO	0.58%	1.34M	35.18M	-17.15K	-1.27%
Dec 31, 2025	CREATIVE PLANNING	0.62%	1.42M	37.39M	-10.83K	-0.76%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.65%	1.51M	39.74M	-183.13K	-10.82%
Dec 31, 2025	CITADEL ADVISORS LLC	0.13%	295.62K	7.78M	-213.31K	-41.91%
Dec 31, 2025	SHIKIAR ASSET MANAGEMENT INC	0.13%	296.99K	7.82M	-22.34K	-7.00%
Dec 31, 2025	PERISSOS PRIVATE WEALTH MANAGEMENT, LLC	0.13%	299.12K	7.88M	-20.35K	-6.37%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	285.6K	7.52M	-29.6K	-9.39%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	704.76K	18.56M	86.1K	+13.92%
Dec 31, 2025	LPL FINANCIAL LLC	0.32%	726.6K	19.13M	-349.18K	-32.46%
Dec 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.33%	756.34K	19.91M	40.97K	+5.73%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.1%	225.72K	5.94M	-42.19K	-15.75%
Dec 31, 2025	QVT FINANCIAL LP	0.1%	232.22K	6.11M	232.22K	+100.00%
Dec 31, 2025	SFMG, LLC	0.1%	237.39K	6.25M	-10.93K	-4.40%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	237.7K	6.26M	-18.83K	-7.34%
Dec 31, 2025	COLUMBUS MACRO, LLC	0.1%	238.29K	6.27M	-74.49K	-23.82%
Dec 31, 2025	STATE STREET CORP	0.11%	253.45K	6.87M	48.92K	+23.92%
Dec 31, 2025	LAFLEUR & GODFREY LLC	0.11%	256.86K	6.76M	32.23K	+14.35%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.11%	264.31K	6.96M	102.89K	+63.74%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	264.87K	6.98M	-153.76K	-36.73%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	280.14K	7.38M	-9.45K	-3.26%
Dec 31, 2025	M&G PLC	0.13%	300K	7.8M	125K	+71.43%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	323.54K	8.52M	-62.02K	-16.09%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	335.54K	8.83M	-62.16K	-15.63%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	357.45K	9.41M	-2.86K	-0.79%
Dec 31, 2025	JOHN & KATHLEEN SCHREIBER FOUNDATION	0.17%	381.58K	10.05M	183.19K	+92.34%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.17%	401.12K	10.56M	-167.71K	-29.48%
Dec 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.18%	421.83K	10.98M	5.85K	+1.41%
Dec 31, 2025	ARES MANAGEMENT LLC	0.35%	801.1K	21.09M	-20K	-2.44%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.39%	893.55K	23.53M	71.45K	+8.69%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.44%	1.01M	26.5M	-36.61K	-3.51%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	1.3%	3M	78.95M	-234.31K	-7.25%
Dec 31, 2025		0.06%	148.06K	3.9M	148.06K	+100.00%
Dec 31, 2025	KING WEALTH	0.06%	148.08K	3.9M	-76.72K	-34.13%
Dec 31, 2025	AMERICANA PARTNERS, LLC	0.07%	152.01K	4M	-704	-0.46%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.07%	156.92K	4.13M	623	+0.40%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.07%	164.22K	4.33M	-8.43K	-4.88%
Dec 31, 2025	CWC ADVISORS, LLC.	0.07%	166.5K	4.38M	4.78K	+2.96%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.08%	178.04K	4.69M	-12.02K	-6.33%
Dec 31, 2025	QUADRANT PRIVATE WEALTH MANAGEMENT, LLC	0.08%	182.39K	4.94M	-1.88K	-1.02%
Dec 31, 2025	FIRST NATIONAL TRUST CO	0.08%	187.2K	4.93M	0	0
Sep 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.9%	2.04M	53.3M	32.78K	+1.63%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	385.56K	10.05M	43.67K	+12.77%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	397.69K	10.37M	61.57K	+18.32%
Sep 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.18%	415.98K	10.84M	25.85K	+6.63%
Sep 30, 2025	HRT FINANCIAL LP	0.19%	424.07K	11.06M	39.65K	+10.31%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	564.7K	14.72M	204.25K	+56.67%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.25%	568.83K	14.83M	40.41K	+7.65%
Sep 30, 2025	UBS GROUP AG	0.98%	2.23M	58.05M	-1.54M	-40.84%
Sep 30, 2025	CCLA INVESTMENT MANAGEMENT	0.99%	2.26M	58.95M	484	+0.02%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	1.06%	2.43M	63.3M	-2.39M	-49.64%
Sep 30, 2025	BLACKSTONE INC.	1.41%	3.21M	83.59M	0	0
Sep 30, 2025	CI PRIVATE WEALTH, LLC	1.42%	3.23M	84.28M	3.19M	+6,983.47%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	1.71%	3.91M	101.9M	-352.26K	-8.27%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.5%	5.69M	148.46M	-2.13M	-27.18%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.14%	313.02K	8.16M	267.56K	+588.50%
Sep 30, 2025	PERISSOS PRIVATE WEALTH MANAGEMENT, LLC	0.14%	319.47K	8.33M	-1.47K	-0.46%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	325.8K	8.49M	171.2K	+110.74%
Sep 30, 2025	CITADEL ADVISORS LLC	0.15%	345.1K	9M	197.7K	+134.12%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.29%	658.09K	17.16M	425.92K	+183.45%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.31%	706.77K	18.43M	-12.51K	-1.74%
Sep 30, 2025	JANE STREET GROUP, LLC	0.31%	711.35K	18.54M	631.57K	+791.66%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	746.99K	19.48M	-54.47K	-6.80%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.21%	470.69K	12.27M	452.19K	+2,444.56%
Sep 30, 2025	NAN FUNG TRINITY (HK) LTD	0.23%	524.07K	13.66M	-6.2K	-1.17%
Sep 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.24%	550K	14.34M	75K	+15.79%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	618.66K	16.13M	3.77K	+0.61%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.16%	366.52K	9.56M	151.96K	+70.83%
Sep 30, 2025	MARSHALL WACE, LLP	0.38%	869.96K	22.68M	800.97K	+1,160.91%
Sep 30, 2025	MUZINICH & CO., INC.	0.4%	908.07K	23.67M	261.79K	+40.51%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.45%	1.03M	26.94M	566.03K	+121.16%
Sep 30, 2025	OMERS ADMINISTRATION CORP	0.56%	1.29M	33.58M	421.64K	+48.67%
Sep 30, 2025	JPMORGAN CHASE & CO	0.59%	1.35M	35.28M	-7.22K	-0.53%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0.6%	1.37M	34.53M	84.6K	+6.61%
Sep 30, 2025	CREATIVE PLANNING	0.63%	1.43M	37.3M	-78.78K	-5.22%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.74%	1.69M	44.12M	82.74K	+5.14%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.88%	2.02M	52.59M	-615.34K	-23.38%
Sep 30, 2025	ROYAL BANK OF CANADA	0.64%	1.46M	38.14M	22.49K	+1.56%
Sep 30, 2025	LPL FINANCIAL LLC	0.47%	1.08M	28.05M	24.56K	+2.34%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.46%	1.04M	27.19M	-101.84K	-8.90%
Sep 30, 2025	COLUMBUS MACRO, LLC	0.14%	312.78K	8.15M	34.38K	+12.35%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	289.58K	7.55M	-65.64K	-18.48%
Sep 30, 2025	POTENTIA WEALTH	0.12%	274.8K	7.16M	274.8K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.12%	267.9K	6.98M	-60.96K	-18.54%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	256.53K	6.69M	11.24K	+4.58%
Sep 30, 2025	SFMG, LLC	0.11%	248.31K	6.47M	5.74K	+2.37%
Sep 30, 2025	DENALI ADVISORS LLC	0.11%	243.14K	6.34M	-60.64K	-19.96%
Sep 30, 2025	IBEX WEALTH ADVISORS	0.1%	235.71K	6.14M	1.07K	+0.46%
Sep 30, 2025	KING WEALTH	0.1%	224.8K	5.86M	207.8K	+1,222.35%
Sep 30, 2025	LAFLEUR & GODFREY LLC	0.1%	224.63K	5.86M	35.55K	+18.80%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	214.95K	5.6M	24.14K	+12.65%
Sep 30, 2025	BLACKROCK, INC.	0.09%	210.25K	5.48M	-876.86K	-80.66%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.09%	208.19K	5.59M	52.3K	+33.55%
Sep 30, 2025	JOHN & KATHLEEN SCHREIBER FOUNDATION	0.09%	198.39K	5.17M	0	0
Sep 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.08%	191.95K	5M	46.09K	+31.60%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.08%	190.07K	4.95M	4.74K	+2.56%
Sep 30, 2025	FIRST NATIONAL TRUST CO	0.08%	187.2K	4.88M	27.6K	+17.29%
Sep 30, 2025	QUADRANT PRIVATE WEALTH MANAGEMENT, LLC	0.08%	184.27K	4.95M	-5.38K	-2.84%
Sep 30, 2025	M&G PLC	0.08%	175K	4.55M	175K	+100.00%
Sep 30, 2025	ABRDN PLC	0.08%	174.27K	4.52M	-4.64K	-2.59%
Sep 30, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.07%	168.64K	4.4M	-8.29K	-4.69%
Sep 30, 2025	CWC ADVISORS, LLC.	0.07%	161.72K	4.22M	1.61K	+1.01%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.07%	161.42K	4.21M	79.14K	+96.19%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	418.62K	12.15M	-29.87K	-6.66%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.18%	418.84K	10.92M	-45.63K	-9.82%
Sep 30, 2025	MORGAN STANLEY	3.15%	7.18M	187.2M	-627.99K	-8.04%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.36%	822.1K	21.43M	249.96K	+43.69%
Sep 30, 2025	ARES MANAGEMENT LLC	0.36%	821.1K	21.41M	0	0
Sep 30, 2025	PROGENY 3, INC.	0.34%	772.16K	20.13M	0	0
Sep 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.31%	715.37K	18.65M	152.53K	+27.10%
Sep 30, 2025	FMR LLC	0.28%	631K	16.45M	631K	+100.00%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.27%	620.23K	16.17M	40.25K	+6.94%
Sep 30, 2025	SHIKIAR ASSET MANAGEMENT INC	0.14%	319.33K	8.33M	-25.84K	-7.48%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	360.31K	9.39M	155.14K	+75.61%
Jun 30, 2025	SHIKIAR ASSET MANAGEMENT INC	0.15%	345.17K	10.61M	-11.8K	-3.31%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	341.89K	10.51M	129.89K	+61.27%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	336.13K	10.34M	130.7K	+63.63%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.15%	328.86K	10.11M	9.31K	+2.91%
Jun 30, 2025	PERISSOS PRIVATE WEALTH MANAGEMENT, LLC	0.14%	320.94K	9.87M	19.87K	+6.60%
Jun 30, 2025	DENALI ADVISORS LLC	0.13%	303.78K	9.34M	-7.11K	-2.29%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	280.1K	8.61M	235K	+521.06%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.12%	278.4K	8.56M	128K	+85.11%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.1%	234.64K	7.22M	8.72K	+3.86%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.1%	234.31K	7.39M	184.52K	+370.57%
Jun 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.89%	2.01M	61.86M	39.3K	+1.99%
Jun 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.21%	475K	14.61M	25K	+5.56%
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.2%	464.47K	14.28M	-128	-0.03%
Jun 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.17%	390.13K	12M	-3.85K	-0.98%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.16%	360.45K	11.08M	91.5K	+34.02%
Jun 30, 2025	HRT FINANCIAL LP	0.17%	384.42K	11.82M	196.19K	+104.22%
Jun 30, 2025	JOHN & KATHLEEN SCHREIBER FOUNDATION	0.09%	198.39K	6.1M	0	0
Jun 30, 2025	QUADRANT PRIVATE WEALTH MANAGEMENT, LLC	0.08%	189.66K	5.98M	3.93K	+2.11%
Jun 30, 2025	LGT CAPITAL PARTNERS LTD.	0.1%	229K	7.04M	0	0
Jun 30, 2025		0.89%	2.01M	61.86M	39.3K	+1.99%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.09%	212K	6.52M	212K	+100.00%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.09%	208.26K	6.4M	2.86K	+1.39%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	201.27K	6.19M	-7.96K	-3.80%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.45%	7.82M	240.48M	832.18K	+11.91%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.13%	4.82M	148.26M	161.98K	+3.48%
Jun 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	1.88%	4.26M	131.02M	156.68K	+3.82%
Jun 30, 2025	UBS GROUP AG	1.66%	3.76M	115.73M	1.33M	+54.36%
Jun 30, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	1.48%	3.36M	103.31M	216.84K	+6.90%
Jun 30, 2025	LAFLEUR & GODFREY LLC	0.08%	189.09K	5.81M	24.91K	+15.17%
Jun 30, 2025	TRANQUILITY PARTNERS, LLC	0.08%	187.98K	5.78M	1.89K	+1.01%
Jun 30, 2025	EMBREE FINANCIAL GROUP	0.08%	186.01K	5.72M	-10.73K	-5.45%
Jun 30, 2025	BECK CAPITAL MANAGEMENT, LLC	0.1%	228.91K	7.04M	-52.38K	-18.62%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.08%	185.7K	5.71M	110.55K	+147.09%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.09%	214.55K	6.6M	202.92K	+1,744.49%
Jun 30, 2025	MORGAN STANLEY	3.45%	7.81M	240.12B	586.67K	+8.12%
Jun 30, 2025	AMERICANA PARTNERS, LLC	0.08%	177.5K	5.46M	2.87K	+1.64%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.33%	749.18K	23.04B	2.44K	+0.33%
Jun 30, 2025	ARES MANAGEMENT LLC	0.36%	821.1K	25.25M	30K	+3.79%
Jun 30, 2025	MUZINICH & CO., INC.	0.29%	646.28K	19.87M	190.43K	+41.78%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.26%	579.98K	17.83M	-148.91K	-20.43%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	572.14K	17.59M	120.09K	+26.57%
Jun 30, 2025	NAN FUNG TRINITY (HK) LTD	0.23%	530.27K	16.31M	193.2K	+57.32%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	467.2K	14.37M	-191.41K	-29.06%
Jun 30, 2025	PROGENY 3, INC.	0.34%	772.16K	23.74M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	614.89K	18.91M	-18.42K	-2.91%
Jun 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.25%	562.83K	17.31M	29K	+5.43%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.23%	528.41K	16.25M	16.61K	+3.25%
Jun 30, 2025	BLACKSTONE INC.	1.42%	3.21M	98.6M	0	0
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	1.16%	2.63M	80.95M	0	0
Jun 30, 2025	CCLA INVESTMENT MANAGEMENT	1%	2.26M	69.45M	-953.75K	-29.67%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.71%	1.61M	49.5M	124.9K	+8.41%
Jun 30, 2025	CREATIVE PLANNING	0.67%	1.51M	46.42M	-115.88K	-7.13%
Jun 30, 2025	ROYAL BANK OF CANADA	0.64%	1.44M	44.29M	-199.95K	-12.19%
Jun 30, 2025	JPMORGAN CHASE & CO	0.6%	1.36M	41.83M	297.52K	+27.99%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.57%	1.28M	39.38M	108.5K	+9.26%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.51%	1.17M	35.86M	600.15K	+106.03%
Jun 30, 2025	LPL FINANCIAL LLC	0.46%	1.05M	32.32M	177.6K	+20.33%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.35%	801.46K	24.61M	41.97K	+5.53%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.32%	719.28K	22.12M	125.18K	+21.07%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	448.49K	13.79M	6.61K	+1.50%
Jun 30, 2025	SFMG, LLC	0.11%	242.58K	7.46M	16.68K	+7.39%
Jun 30, 2025	ABRDN PLC	0.08%	178.91K	5.49M	-3.37K	-1.85%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.51%	1.14M	35.21M	8.48K	+0.75%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	245.29K	7.54M	9.27K	+3.93%
Jun 30, 2025	BLACKROCK, INC.	0.48%	1.09M	33.43M	259.16K	+31.30%
Jun 30, 2025	OMERS ADMINISTRATION CORP	0.38%	866.3K	26.64M	276.4K	+46.86%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.16%	355.22K	10.92M	-3.7K	-1.03%
Mar 31, 2025	BECK CAPITAL MANAGEMENT, LLC	0.12%	281.3K	9.1M	36.46K	+14.89%
Mar 31, 2025	UBS GROUP AG	1.08%	2.44M	78.9M	983.96K	+67.66%
Mar 31, 2025	ROYAL BANK OF CANADA	0.72%	1.64M	53.08M	106.92K	+6.97%
Mar 31, 2025	CREATIVE PLANNING	0.72%	1.63M	52.6M	-11.1K	-0.68%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.29%	658.6K	21.31M	50.7K	+8.34%
Mar 31, 2025	ENSIGN PEAK ADVISORS, INC	1.16%	2.63M	85.19M	-2.32M	-46.85%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	441.88K	14.3M	50.72K	+12.97%
Mar 31, 2025	SHIKIAR ASSET MANAGEMENT INC	0.16%	356.97K	11.55M	-57.53K	-13.88%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.33%	746.74K	24.16M	-94.19K	-11.20%
Mar 31, 2025	OMERS ADMINISTRATION CORP	0.26%	589.9K	19.09M	64.54K	+12.29%
Mar 31, 2025	CITADEL ADVISORS LLC	0.26%	582.06K	18.84M	273.73K	+88.78%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0.25%	566K	18.32M	-181.07K	-24.24%
Mar 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.24%	533.83K	17.27M	221.97K	+71.17%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.23%	511.8K	16.56M	11.92K	+2.38%
Mar 31, 2025	BAILLIE GIFFORD & CO	0.22%	505.23K	16.35M	97.1K	+23.79%
Mar 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.2%	464.59K	15.03M	-926	-0.20%
Mar 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.17%	393.98K	12.75M	12.12K	+3.18%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.16%	358.93K	11.61M	4.92K	+1.39%
Mar 31, 2025	NAN FUNG TRINITY (HK) LTD	0.15%	337.07K	10.91M	137.7K	+69.07%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.14%	319.55K	10.34M	36.28K	+12.81%
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.14%	316.85K	10.29M	-168.04K	-34.66%
Mar 31, 2025	PERISSOS PRIVATE WEALTH MANAGEMENT, LLC	0.13%	301.08K	9.74M	3.89K	+1.31%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.66%	1.48M	48.05M	90.35K	+6.48%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.52%	1.17M	37.93M	87.21K	+8.04%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.5%	1.14M	36.78M	-65.24K	-5.43%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.34%	759.5K	24.58M	-7.23K	-0.94%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.32%	728.89K	23.59M	188.52K	+34.89%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	633.31K	20.49M	-24.54K	-3.73%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.26%	594.1K	19.23M	161.89K	+37.46%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.2%	452.04K	14.63M	64.54K	+16.66%
Mar 31, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.2%	450K	14.56M	0	0
Mar 31, 2025	DENALI ADVISORS LLC	0.14%	310.89K	10.06M	-10.49K	-3.26%
Mar 31, 2025	JPMORGAN CHASE & CO	0.47%	1.06M	34.39M	6.55K	+0.62%
Mar 31, 2025	BLACKROCK, INC.	0.37%	827.96K	26.79M	89.82K	+12.17%
Mar 31, 2025	MUZINICH & CO., INC.	0.2%	455.85K	14.75M	63.14K	+16.08%
Mar 31, 2025	LPL FINANCIAL LLC	0.39%	873.62K	28.27M	294.42K	+50.83%
Mar 31, 2025	ARES MANAGEMENT LLC	0.35%	791.1K	25.6M	-292.85K	-27.02%
Mar 31, 2025	PROGENY 3, INC.	0.34%	772.16K	24.99M	18.67K	+2.48%
Mar 31, 2025	MORGAN STANLEY	3.19%	7.22M	233.71M	639.3K	+9.71%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.08%	6.99M	226.14M	305.24K	+4.57%
Mar 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	1.81%	4.1M	132.81M	-18.34K	-0.44%
Mar 31, 2025	CCLA INVESTMENT MANAGEMENT	1.42%	3.21M	104.02M	1.13M	+54.13%
Mar 31, 2025	BLACKSTONE INC.	1.42%	3.21M	103.76M	0	0
Mar 31, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	1.39%	3.14M	101.7M	781.39K	+33.09%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	2.06%	4.66M	150.78M	-903.88K	-16.25%
Mar 31, 2025		0.13%	284.96K	9.22M	101.85K	+55.62%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.12%	268.95K	8.7M	59.29K	+28.28%
Mar 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.11%	254.63K	8.24M	-143.18K	-35.99%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	236.02K	7.64M	33.36K	+16.46%
Mar 31, 2024	GARNET EQUITY CAPITAL HOLDINGS, INC.	0.11%	200K	6.23M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.59%	6.45M	201.06M	474.55K	+7.94%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.12%	213.77K	6.66M	77.56K	+56.94%
Mar 31, 2024	BECK CAPITAL MANAGEMENT, LLC	0.12%	235.8K	7.35M	-865	-0.37%
Mar 31, 2024	LGT CAPITAL PARTNERS LTD.	0.15%	280.5K	8.74M	-195.5K	-41.07%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.15%	282.63K	8.8B	-8.08K	-2.78%
Mar 31, 2024	GRIES FINANCIAL LLC	0.16%	308.94K	9.62M	-72.79K	-19.07%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.24%	430.7K	13.42M	-465.98K	-51.97%
Mar 31, 2024	OMERS ADMINISTRATION CORP	0.79%	1.5M	46.73M	77.25K	+5.43%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.81%	1.54M	47.99M	200.11K	+14.93%
Mar 31, 2024	CREATIVE PLANNING	1.13%	2.02M	63.05M	-104.09K	-4.89%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	1.74%	3.32M	103.41M	3.32M	+100.00%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	2.53%	4.82M	150.11M	-2.59K	-0.05%
Mar 31, 2024	ADVISORS CAPITAL MANAGEMENT, LLC	0.26%	497.17K	15.49M	7.21K	+1.47%
Mar 31, 2024	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.26%	498.51K	15.53M	-16.72K	-3.25%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.28%	504.15K	15.7M	213.32K	+73.35%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.07%	127.89K	3.98M	5.23K	+4.27%
Mar 31, 2024	BISON WEALTH, LLC	0.07%	133.88K	4.17M	-6.78K	-4.82%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.08%	139.22K	4.34M	4.26K	+3.16%
Mar 31, 2024	PALLAS CAPITAL ADVISORS LLC	0.08%	142.63K	4.44M	6.54K	+4.80%
Mar 31, 2024	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.08%	147.54K	4.6M	12.23K	+9.04%
Mar 31, 2024	CLIFFWATER LLC	0.09%	153.95K	4.8M	-135.13K	-46.75%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.09%	166.39K	5.18M	22.51K	+15.65%
Mar 31, 2024	EMBREE FINANCIAL GROUP	0.1%	177.86K	5.54M	7.48K	+4.39%
Mar 31, 2024	BERNZOTT CAPITAL ADVISORS	0.1%	181.84K	5.66M	5.59K	+3.17%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.1%	188.31K	5.87M	188.31K	+100.00%
Mar 31, 2024		0.11%	193.05K	6.01M	193.05K	+100.00%
Mar 31, 2024	JOHN & KATHLEEN SCHREIBER FOUNDATION	0.11%	198.39K	6.18M	0	0
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	213.44K	6.65M	38.67K	+22.12%
Mar 31, 2024	TRANQUILITY PARTNERS, LLC	0.11%	213.74K	6.66M	-109.36K	-33.85%
Mar 31, 2024	RESOLUTE WEALTH STRATEGIES, LLC	0.12%	221.93K	6.91M	-11.9K	-5.09%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.12%	236.56K	7.37M	236.56K	+100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.17%	324.95K	10.12M	-51.94K	-13.78%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.17%	326.96K	10.18M	54.47K	+19.99%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.17%	333.58K	10.39M	-35.65K	-9.66%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.18%	345.65K	10.77M	-7.31K	-2.07%
Mar 31, 2024	PROFICIO CAPITAL PARTNERS LLC	0.19%	357.93K	11.15M	27.82K	+8.43%
Mar 31, 2024	DESTINY WEALTH PARTNERS, LLC	0.19%	358.97K	11.18M	23.69K	+7.06%
Mar 31, 2024	MUZINICH & CO., INC.	0.19%	369.23K	10.21M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.21%	377.04K	11.74M	45.14K	+13.60%
Mar 31, 2024	SHIKIAR ASSET MANAGEMENT INC	0.25%	481.37K	15M	-61.45K	-11.32%
Mar 31, 2024	CALLODINE CAPITAL MANAGEMENT, LP	0.3%	570K	17.76M	-73.5K	-11.42%
Mar 31, 2024	BLACKROCK INC.	0.33%	591.57K	18.43M	68.81K	+13.16%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.41%	740.35K	23.06M	-22K	-2.89%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.41%	743.38K	23.16M	193.72K	+35.24%
Mar 31, 2024	AMPLIUS WEALTH ADVISORS, LLC	0.48%	909.71K	28.34M	-272.97K	-23.08%
Mar 31, 2024	UBS GROUP AG	0.49%	888.86K	27.69M	46.32K	+5.50%
Mar 31, 2024	ARES MANAGEMENT LLC	0.54%	1.02M	31.9M	95.51K	+10.29%
Mar 31, 2024	ROYAL BANK OF CANADA	0.75%	1.35M	41.95M	230.53K	+20.65%
Mar 31, 2024	NORTHEAST FINANCIAL CONSULTANTS INC	0.84%	1.61M	50.01M	590.97K	+58.25%
Mar 31, 2024	BLACKSTONE INC.	1.68%	3.21M	99.88M	0	0
Mar 31, 2024	MORGAN STANLEY	3.2%	5.75M	179.17M	1.02M	+21.68%
Mar 31, 2024	MARINER, LLC	0.12%	223.53K	6.96M	-86.49K	-27.90%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.12%	223.83K	6.97M	5.28K	+2.42%
Mar 31, 2024	AMERICANA PARTNERS, LLC	0.12%	237.65K	7.4M	-4.17K	-1.72%
Mar 31, 2024	QUADRANT PRIVATE WEALTH MANAGEMENT, LLC	0.13%	250.86K	8.01M	-51.76K	-17.10%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.14%	251.56K	7.84M	203.26K	+420.86%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.14%	260.26K	8.11M	-150.55K	-36.65%
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.22%	414.71K	12.92M	3.92K	+0.95%
Mar 31, 2024	LPL FINANCIAL LLC	0.22%	392.19K	12.22M	65.86K	+20.18%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.54%	961.21K	29.92M	-7.78K	-0.80%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.57%	1.09M	33.82M	131.88K	+13.83%
Mar 31, 2024	JPMORGAN CHASE & CO	0.76%	1.36M	42.35M	-102.49K	-7.01%
Dec 31, 2023	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.3%	515.23K	14.24M	5.55K	+1.09%
Dec 31, 2023	BLACKROCK INC.	0.31%	522.76K	14.45M	4.86K	+0.94%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.32%	549.66K	15.19M	253.5K	+85.60%
Dec 31, 2023	CALLODINE CAPITAL MANAGEMENT, LP	0.38%	643.5K	17.79M	151.7K	+30.85%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.45%	762.35K	21.06M	87.97K	+13.04%
Dec 31, 2023	UBS GROUP AG	0.5%	842.54K	23.29M	187.02K	+28.53%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.53%	896.68K	24.78M	24.74K	+2.84%
Dec 31, 2023	ARES MANAGEMENT LLC	0.55%	928.51K	25.66M	15.8K	+1.73%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	0.56%	953.8K	26.36M	153.8K	+19.23%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.57%	968.99K	26.79M	17.32K	+1.82%
Dec 31, 2023	NORTHEAST FINANCIAL CONSULTANTS INC	0.6%	1.01M	28.04M	129.42K	+14.62%
Dec 31, 2023	ROYAL BANK OF CANADA	0.66%	1.12M	30.85M	238.72K	+27.21%
Dec 31, 2023	AMPLIUS WEALTH ADVISORS, LLC	0.7%	1.18M	32.69M	-24.6K	-2.04%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.79%	1.34M	37.05M	159.04K	+13.46%
Dec 31, 2023	OMERS ADMINISTRATION CORP	0.84%	1.42M	39.33M	39.12K	+2.83%
Dec 31, 2023	SHIKIAR ASSET MANAGEMENT INC	0.32%	542.81K	15M	109.08K	+25.15%
Dec 31, 2023	JPMORGAN CHASE & CO	0.86%	1.46M	40.41M	-48.78K	-3.23%
Dec 31, 2023	CREATIVE PLANNING	1.25%	2.13M	58.82M	-101.78K	-4.56%
Dec 31, 2023	BLACKSTONE INC.	1.89%	3.21M	88.63M	0	0
Dec 31, 2023	MORGAN STANLEY	2.78%	4.73M	130.66M	1.23M	+35.29%
Dec 31, 2023	NOMURA ASSET MANAGEMENT CO LTD	2.84%	4.82M	133.27M	-300.95K	-5.88%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.52%	5.98M	165.29M	251.06K	+4.38%
Dec 31, 2023	GARNET EQUITY CAPITAL HOLDINGS, INC.	0.12%	200K	5.53M	80K	+66.67%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.12%	207.68K	5.74M	41.46K	+24.94%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.13%	218.55K	6.04M	-15.14K	-6.48%
Dec 31, 2023	RESOLUTE WEALTH STRATEGIES, LLC	0.14%	233.83K	6.46M	3.01K	+1.31%
Dec 31, 2023	BECK CAPITAL MANAGEMENT, LLC	0.14%	236.67K	6.54M	-2.72K	-1.14%
Dec 31, 2023	AMERICANA PARTNERS, LLC	0.14%	241.82K	6.7M	16.17K	+7.17%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.16%	272.49K	7.53M	8.38K	+3.17%
Dec 31, 2023	CLIFFWATER LLC	0.17%	289.08K	7.99M	20.77K	+7.74%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.17%	290.71K	8.04M	290.71K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.17%	290.83K	8.04M	69.52K	+31.41%
Dec 31, 2023	QUADRANT PRIVATE WEALTH MANAGEMENT, LLC	0.18%	302.62K	8.6M	-56.16K	-15.65%
Dec 31, 2023	MARINER, LLC	0.18%	310.02K	8.57M	-19.86K	-6.02%
Dec 31, 2023	TRANQUILITY PARTNERS, LLC	0.19%	323.11K	8.93M	-5.97K	-1.81%
Dec 31, 2023	LPL FINANCIAL LLC	0.19%	326.33K	9.02M	212.89K	+187.67%
Dec 31, 2023	NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.	0.19%	326.82K	9.03M	0	0
Dec 31, 2023	PROFICIO CAPITAL PARTNERS LLC	0.19%	330.11K	9.14M	59.8K	+22.12%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.2%	331.9K	9.17M	30.16K	+10.00%
Dec 31, 2023	DESTINY WEALTH PARTNERS, LLC	0.2%	335.29K	9.63M	23.79K	+7.64%
Dec 31, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.21%	352.95K	9.76M	15.36K	+4.55%
Dec 31, 2023	MUZINICH & CO., INC.	0.22%	369.23K	10.21M	-1.73K	-0.47%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.22%	369.23K	10.21M	-1.73K	-0.47%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.22%	376.88K	10.42M	201.74K	+115.19%
Dec 31, 2023	GRIES FINANCIAL LLC	0.22%	381.73K	10.55M	-10.27K	-2.62%
Dec 31, 2023	TRANSCEND CAPITAL ADVISORS, LLC	0.24%	410.79K	11.35M	7.74K	+1.92%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.24%	410.81K	11.36M	17.3K	+4.39%
Dec 31, 2023	MARSHALL WACE, LLP	0.28%	473.22K	13.08M	210.28K	+79.97%
Dec 31, 2023	LGT CAPITAL PARTNERS LTD.	0.28%	476K	13.16M	-64K	-11.85%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.29%	489.96K	13.54M	-40.78K	-7.68%

Insiders

Among the BXSL insiders holding of 8.74% of the stake in company, MARSHALL BRAD, CEO, holds the largest shares of 197.68K. BASS ROBERT J, Trustee, is the second largest BXSL insider with ownership of 21.17K shares. WHITAKER CARLOS, President, stands third with possession of 3.9K shares of that stake.

Insiders	Designation	Shares Held
MARSHALL BRAD	CEO	197.68K
BASS ROBERT J	Trustee	21.17K
WHITAKER CARLOS	President	3.9K
RUBENSTEIN KATHERINE	Chief Operating Officer	3.36K
CLARK JAMES FREDERIC	Trustee	2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 11, 2025	CLARK JAMES FREDERIC	PURCHASE	26.68	2K	53.36K	2K
Oct 06, 2025	BASS ROBERT J	PURCHASE	26.63	3.76K	100.13K	21.17K
May 13, 2025	BASS ROBERT J	PURCHASE	30.78	1.63K	50.05K	17.4K
May 26, 2023	WHITAKER CARLOS	PURCHASE	25.68	3.9K	100.02K	3.9K
Nov 21, 2022	RUBENSTEIN KATHERINE	PURCHASE	23.83	3.36K	80.04K	3.36K
Nov 21, 2022	MARSHALL BRAD	PURCHASE	23.86	2.4K	57.28K	197.68K
Nov 18, 2022	MARSHALL BRAD	PURCHASE	24.07	1.53K	36.73K	185.73K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE5.76K2

SALES00

NET SHARES5.76K2

SHARES HELD23.17K2

% NET SHARES-75.14%0%

Frequently Asked Questions