Abrdn Total Dynamic Dividend Fund(AOD)

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Abrdn Total Dynamic Dividend Fund(AOD)

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AOD(AOD)

AOD

Overview Stream Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 200 Institutional Holders

Holder	Shares	Date	Change	% Held
Hennion & Walsh Asset Management, Inc.	566.77K	Jun 30, 26	+63.80K	0.54%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	437.60K	Jun 30, 26	-2.28K	0.41%
Waterfront Wealth Inc.	408.62K	Jun 30, 26	+2.59K	0.39%
OPPENHEIMER & CO INC	268.14K	Jun 30, 26	-3.01K	0.25%
WEDBUSH SECURITIES INC	267.41K	Jun 30, 26	+7.48K	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	261.94K	Jun 30, 26	-22.09K	0.25%
INDEPENDENT FINANCIAL GROUP, LLC	141.97K	Jun 30, 26	+34.02K	0.13%
Aviance Capital Partners, LLC	131.66K	Jun 30, 26	+916	0.12%
Private Advisor Group, LLC	125.24K	Jun 30, 26	-188.14K	0.12%
Stolper Co	104.19K	Jun 30, 26	+3.22K	0.10%
Live Oak Private Wealth LLC	103.30K	Jun 30, 26	--	0.10%
EXCEL SECURITIES & ASSOCIATES, INC.	100.50K	Jun 30, 26	--	0.10%
Kestra Advisory Services, LLC	99.93K	Jun 30, 26	+8.98K	0.09%
NWF Advisory Services Inc.	95.70K	Jun 30, 26	-4.50K	0.09%
DIVERSIFY WEALTH MANAGEMENT, LLC	78.00K	Jun 30, 26	+91	0.07%
CHOREO, LLC	74.77K	Jun 30, 26	-12.24K	0.07%
Merit Financial Group, LLC	71.92K	Jun 30, 26	-2.33K	0.07%
SeaCrest Wealth Management, LLC	68.91K	Jun 30, 26	+9.06K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	64.16K	Jun 30, 26	+2.62K	0.06%
Cambridge Investment Research Advisors, Inc.	56.11K	Jun 30, 26	-134.29K	0.05%
B. Riley Wealth Advisors, Inc.	52.07K	Jun 30, 26	+7.62K	0.05%
PARK AVENUE SECURITIES LLC	50.43K	Jun 30, 26	-3.28K	0.05%
Kovack Advisors, Inc.	45.84K	Jun 30, 26	+1.73K	0.04%
Sage Capital Management, LLC	45.50K	Jun 30, 26	+1.00K	0.04%
CoreCap Advisors, LLC	43.20K	Jun 30, 26	+28.21K	0.04%
J.W. COLE ADVISORS, INC.	42.29K	Jun 30, 26	+42.29K	0.04%
TRUIST FINANCIAL CORP	41.20K	Jun 30, 26	+1.21K	0.04%
Total Wealth Planning & Management, Inc.	37.08K	Jun 30, 26	+37.08K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	34.20K	Jun 30, 26	+7.23K	0.03%
Vanguard Capital Wealth Advisors	31.82K	Jun 30, 26	+126	0.03%
Centurion Wealth Management LLC	25.14K	Jun 30, 26	-4.00K	0.02%
ENVESTNET ASSET MANAGEMENT INC	24.51K	Jun 30, 26	-42.06K	0.02%
Advisor Resource Council	24.00K	Jun 30, 26	-866	0.02%
BENJAMIN EDWARDS INC	22.90K	Jun 30, 26	-481	0.02%
Wedmont Private Capital	21.73K	Jun 30, 26	--	0.02%
Huntleigh Advisors, Inc.	20.69K	Jun 30, 26	+329	0.02%
Farther Finance Advisors, LLC	19.88K	Jun 30, 26	+494	0.02%
Successful Portfolios LLC	18.60K	Jun 30, 26	-940	0.02%
Atomi Financial Group, Inc.	18.29K	Jun 30, 26	-1.86K	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	15.80K	Jun 30, 26	+635	0.01%
Concurrent Investment Advisors, LLC	15.19K	Jun 30, 26	+743	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	14.90K	Jun 30, 26	+1	0.01%
DAVENPORT & Co LLC	14.78K	Jun 30, 26	--	0.01%
UHLMANN PRICE SECURITIES, LLC	14.07K	Jun 30, 26	-10.37K	0.01%
Quad-Cities Investment Group, LLC	12.94K	Jun 30, 26	+198	0.01%
Intrua Financial, LLC	12.58K	Jun 30, 26	--	0.01%
Rathbones Group PLC	11.36K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	6.69K	Jun 30, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	5.95K	Jun 30, 26	+8	0.01%
NBC SECURITIES, INC.	5.36K	Jun 30, 26	+157	0.01%
Costello Asset Management, INC	4.70K	Jun 30, 26	+122	0.00%
Provenance Wealth Advisors, LLC	2.90K	Jun 30, 26	--	0.00%
CX Institutional	2.03K	Jun 30, 26	+59	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	1.96K	Jun 30, 26	--	0.00%
Axiom Investment Management LLC	1.94K	Jun 30, 26	+721	0.00%
WHITTIER TRUST CO OF NEVADA INC	1.65K	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	1.50K	Jun 30, 26	+44	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.41K	Jun 30, 26	--	0.00%
CITIGROUP INC	1.12K	Jun 30, 26	--	0.00%
ASSETMARK, INC	992	Jun 30, 26	--	0.00%
Key FInancial Inc	230	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	183	Jun 30, 26	-117	0.00%
SIGNATUREFD, LLC	160	Jun 30, 26	--	0.00%
Shaker Financial Services, LLC	--	Jun 30, 26	-447.87K	--
Spire Wealth Management	--	Jun 30, 26	-2.20K	--
Golden State Equity Partners	--	Jun 30, 26	-6.05K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-500	--
Blueprint Investment Partners LLC	--	Jun 30, 26	-12.34K	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.20K	--
MORGAN STANLEY	9.76M	Mar 31, 26	-861.14K	9.26%
WELLS FARGO & COMPANY/MN	3.04M	Mar 31, 26	+188.13K	2.88%
Penserra Capital Management LLC	2.38M	Mar 31, 26	+30.81K	2.25%
LPL Financial LLC	1.07M	Mar 31, 26	-240.33K	1.01%
GUGGENHEIM CAPITAL LLC	999.83K	Mar 31, 26	+62.43K	0.95%
RAYMOND JAMES FINANCIAL INC	995.66K	Mar 31, 26	+324.45K	0.94%
Allspring Global Investments Holdings, LLC	971.41K	Mar 31, 26	-1.11M	0.92%
Advisors Asset Management, Inc.	710.62K	Mar 31, 26	+50.26K	0.67%
Cetera Investment Advisers	588.53K	Mar 31, 26	+94.33K	0.56%
BANK OF AMERICA CORP /DE/	507.80K	Mar 31, 26	-137.62K	0.48%
ROYAL BANK OF CANADA	373.97K	Mar 31, 26	-24.35K	0.35%
DCF Advisers, LLC	266.00K	Mar 31, 26	--	0.25%
UBS Group AG	225.53K	Mar 31, 26	-4.92K	0.21%
AMERIPRISE FINANCIAL INC	224.46K	Mar 31, 26	-115.92K	0.21%
STIFEL FINANCIAL CORP	203.71K	Mar 31, 26	+10.77K	0.19%
Janney Montgomery Scott LLC	194.82K	Mar 31, 26	+19.80K	0.18%
ADVISOR GROUP HOLDINGS, INC.	193.67K	Mar 31, 26	-17.18K	0.18%
Mariner, LLC	174.46K	Mar 31, 26	-5.45K	0.17%
NewEdge Advisors, LLC	128.49K	Mar 31, 26	+11.99K	0.12%
THRIVENT FINANCIAL FOR LUTHERANS	105.00K	Mar 31, 26	--	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	104.98K	Mar 31, 26	+4.78K	0.10%
Summit Financial, LLC	102.98K	Mar 31, 26	+1.53K	0.10%
JANE STREET GROUP, LLC	100.67K	Mar 31, 26	+36.22K	0.10%
IHT Wealth Management, LLC	91.43K	Mar 31, 26	--	0.09%
CHOREO, LLC	87.00K	Mar 31, 26	-7.76K	0.08%
Lido Advisors, LLC	73.24K	Mar 31, 26	+7.84K	0.07%
Baird Financial Group, Inc.	69.91K	Mar 31, 26	+24.68K	0.07%
WOLVERINE ASSET MANAGEMENT LLC	66.00K	Mar 31, 26	+66.00K	0.06%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	59.55K	Mar 31, 26	-47.02K	0.06%
ACCREDITED INVESTOR SERVICES, LLC	54.81K	Mar 31, 26	+54.81K	0.05%
Capital Investment Advisors, LLC	49.13K	Mar 31, 26	-483	0.05%
HARBOUR INVESTMENTS, INC.	42.46K	Mar 31, 26	+29.49K	0.04%
HighTower Advisors, LLC	42.41K	Mar 31, 26	+27.04K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	38.17K	Mar 31, 26	+38.17K	0.04%
CAPTRUST FINANCIAL ADVISORS	35.87K	Mar 31, 26	+17.78K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	35.81K	Mar 31, 26	+24.50K	0.03%
Allworth Financial LP	34.91K	Mar 31, 26	+2.63K	0.03%
Midwest Trust Co	34.50K	Mar 31, 26	--	0.03%
Sigma Planning Corp	32.17K	Mar 31, 26	-1.06K	0.03%
Moors & Cabot, Inc.	29.37K	Mar 31, 26	-454	0.03%
WNY Asset Management, LLC	27.91K	Mar 31, 26	+27.91K	0.03%
Sanctuary Advisors, LLC	27.84K	Mar 31, 26	--	0.03%
CWM, LLC	26.41K	Mar 31, 26	+16.97K	0.03%
Compton Financial Group, LLC	25.05K	Mar 31, 26	+25.05K	0.02%
Occidental Asset Management, LLC	21.76K	Mar 31, 26	-1.78K	0.02%
Pinnacle Wealth Planning Services, Inc.	21.19K	Mar 31, 26	-3.32K	0.02%
Huntleigh Advisors, Inc.	20.36K	Mar 31, 26	+1.24K	0.02%
Atomi Financial Group, Inc.	20.14K	Mar 31, 26	--	0.02%
Kapstone Financial Advisors LLC	20.05K	Mar 31, 26	+7.00K	0.02%
Invesco Ltd.	19.62K	Mar 31, 26	-6.62K	0.02%
SPIREPOINT PRIVATE CLIENT, LLC	19.61K	Mar 31, 26	+152	0.02%
Steward Partners Investment Advisory, LLC	17.31K	Mar 31, 26	--	0.02%
TWO SIGMA SECURITIES, LLC	15.05K	Mar 31, 26	+15.05K	0.01%
MML INVESTORS SERVICES, LLC	14.09K	Mar 31, 26	+869	0.01%
Stratos Wealth Advisors, LLC	14.00K	Mar 31, 26	--	0.01%
Creative Planning	13.80K	Mar 31, 26	+3.22K	0.01%
Retirement Planning Group	13.33K	Mar 31, 26	+13.33K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	13.26K	Mar 31, 26	-900	0.01%
Virtu Financial LLC	13.20K	Mar 31, 26	+13.20K	0.01%
MAI Capital Management	13.01K	Mar 31, 26	+153	0.01%
Integrated Wealth Concepts LLC	12.89K	Mar 31, 26	-9.76K	0.01%
Blueprint Investment Partners LLC	12.34K	Mar 31, 26	+12.34K	0.01%
XTX Topco Ltd	11.60K	Mar 31, 26	+11.60K	0.01%
Karpus Management, Inc.	11.50K	Mar 31, 26	-2.15K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11.04K	Mar 31, 26	+504	0.01%
Winning Points Advisors, LLC	10.65K	Mar 31, 26	--	0.01%
WPG Advisers, LLC	8.91K	Mar 31, 26	-138	0.01%
BlackRock, Inc.	7.29K	Mar 31, 26	+7.29K	0.01%
FIFTH THIRD BANCORP	3.07K	Mar 31, 26	+3.07K	0.00%
Colonial Trust Co / SC	2.68K	Mar 31, 26	+2.68K	0.00%
Atlantic Union Bankshares Corp	2.50K	Mar 31, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	1.86K	Mar 31, 26	+1.86K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	1.61K	Mar 31, 26	--	0.00%
Larson Financial Group LLC	1.53K	Mar 31, 26	+779	0.00%
CITIGROUP INC	1.12K	Mar 31, 26	--	0.00%
Strengthening Families & Communities, LLC	858	Mar 31, 26	+35	0.00%
US BANCORP \DE\	760	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	750	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	676	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	558	Mar 31, 26	+558	0.00%
JONES FINANCIAL COMPANIES LLLP	531	Mar 31, 26	+531	0.00%
Transamerica Financial Advisors, Inc.	527	Mar 31, 26	+24	0.00%
N.E.W. Advisory Services LLC	500	Mar 31, 26	+500	0.00%
Rockefeller Capital Management L.P.	458	Mar 31, 26	-1.30K	0.00%
BROWN BROTHERS HARRIMAN & CO	450	Mar 31, 26	+450	0.00%
ESL Trust Services, LLC	250	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	185	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	60	Mar 31, 26	+60	0.00%
Quarry LP	--	Mar 31, 26	-10.52K	--
Thomas J. Herzfeld Advisors, Inc.	--	Mar 31, 26	-590	--
Naviter Wealth, LLC	--	Mar 31, 26	-18.30K	--
Gen-Wealth Partners Inc	--	Mar 31, 26	-426	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-76.13K	--
Strategic Advocates LLC	--	Mar 31, 26	-1.99K	--
Oxbow Advisors, LLC	--	Mar 31, 26	-15.12K	--
Global Retirement Partners, LLC	57.84K	Dec 31, 25	+57.77K	0.05%
ORG Partners LLC	6.05K	Dec 31, 25	--	0.01%
COMERICA BANK	4.89K	Dec 31, 25	-733	0.00%
Motiv8 Investments LLC	242	Dec 31, 25	+242	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-432	--
WETHERBY ASSET MANAGEMENT INC	20.28K	Sep 30, 25	--	0.02%
AVANTAX ADVISORY SERVICES, INC.	37.96K	Jun 30, 25	+15.28K	0.04%
Sheaff Brock Investment Advisors, LLC	19.48K	Mar 31, 25	--	0.02%
WINTRUST INVESTMENTS LLC	3.50K	Dec 31, 24	-93	0.00%
RAYMOND JAMES & ASSOCIATES	257.25K	Sep 30, 24	-187	0.24%
Raymond James Financial Services Advisors, Inc.	82.73K	Sep 30, 24	+2.50K	0.08%
Relative Value Partners Group, LLC	--	Jun 30, 24	-50.95K	--
Cetera Advisor Networks LLC	24.66K	Mar 31, 24	-6.51K	0.02%
Cetera Advisors LLC	15.18K	Mar 31, 24	+15.18K	0.01%
Highlander Capital Management, LLC	887	Mar 31, 24	--	0.00%
DFPG INVESTMENTS, LLC	69.77K	Dec 31, 23	-24.50K	0.07%
Baystate Wealth Management LLC	1.01K	Dec 31, 23	+1.01K	0.00%
ADVISOR PARTNERS II, LLC	662.14K	Sep 30, 23	+662.14K	0.63%
Johnson Midwest Financial, LLC	878	Sep 30, 23	+12	0.00%
BerganKDV Wealth Management, LLC	32.01K	Jun 30, 23	-402	0.03%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-7.11K	--
MARINER INDEPENDENT ADVISOR NETWORK, LLC	68.88K	Sep 30, 22	-5.50K	0.07%
FourThought Financial, LLC	25.77K	Sep 30, 22	-178	0.02%
MUFG Americas Holdings Corp	1.50K	Sep 30, 22	+1.50K	0.00%
American Portfolios Advisors	906	Sep 30, 22	-1.74K	0.00%
Titus Wealth Management	36.50K	Jun 30, 22	--	0.03%
BIVIN & ASSOCIATES, INC.	205	Jun 30, 22	+205	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	11.26M	Mar 31, 22	-492.51K	10.68%
NEXT Financial Group, Inc	900	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	21.30K	Sep 30, 21	+7.70K	0.02%
First Allied Advisory Services, Inc.	23.06K	Sep 30, 20	+648	0.02%
Advisor Group, Inc.	103.82K	Dec 31, 19	+4.30K	0.10%
LADENBURG THALMANN FINANCIAL SERVICES INC.	92.74K	Dec 31, 19	+3.19K	0.09%
SUNTRUST BANKS INC	21.64K	Sep 30, 19	+129	0.02%
BB&T SECURITIES, LLC	12.30K	Sep 30, 19	-838	0.01%
NEXT Financial Holdings	900	Mar 31, 19	+900	0.00%

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Holder

Date

Change

% Held

Hennion & Walsh Asset Management, Inc.

566.77K

Jun 30, 26

+63.80K

0.54%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

437.60K

Jun 30, 26

-2.28K

0.41%

Waterfront Wealth Inc.

408.62K

Jun 30, 26

+2.59K

0.39%

OPPENHEIMER & CO INC

268.14K

Jun 30, 26

-3.01K

0.25%

WEDBUSH SECURITIES INC

267.41K

Jun 30, 26

+7.48K

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

261.94K

Jun 30, 26

-22.09K

0.25%

INDEPENDENT FINANCIAL GROUP, LLC

141.97K

Jun 30, 26

+34.02K

0.13%

Aviance Capital Partners, LLC

131.66K

Jun 30, 26

+916

0.12%

Private Advisor Group, LLC

125.24K

Jun 30, 26

-188.14K

0.12%

Stolper Co

104.19K

Jun 30, 26

+3.22K

0.10%

Live Oak Private Wealth LLC

103.30K

Jun 30, 26

0.10%

EXCEL SECURITIES & ASSOCIATES, INC.

100.50K

Jun 30, 26

0.10%

Kestra Advisory Services, LLC

99.93K

Jun 30, 26

+8.98K

0.09%

NWF Advisory Services Inc.

95.70K

Jun 30, 26

-4.50K

0.09%

DIVERSIFY WEALTH MANAGEMENT, LLC

78.00K

Jun 30, 26

+91

0.07%

CHOREO, LLC

74.77K

Jun 30, 26

-12.24K

0.07%

Merit Financial Group, LLC

71.92K

Jun 30, 26

-2.33K

0.07%

SeaCrest Wealth Management, LLC

68.91K

Jun 30, 26

+9.06K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

64.16K

Jun 30, 26

+2.62K

0.06%

Cambridge Investment Research Advisors, Inc.

56.11K

Jun 30, 26

-134.29K

0.05%

B. Riley Wealth Advisors, Inc.

52.07K

Jun 30, 26

+7.62K

0.05%

PARK AVENUE SECURITIES LLC

50.43K

Jun 30, 26

-3.28K

0.05%

Kovack Advisors, Inc.

45.84K

Jun 30, 26

+1.73K

0.04%

Sage Capital Management, LLC

45.50K

Jun 30, 26

+1.00K

0.04%

CoreCap Advisors, LLC

43.20K

Jun 30, 26

+28.21K

0.04%

J.W. COLE ADVISORS, INC.

42.29K

Jun 30, 26

+42.29K

0.04%

TRUIST FINANCIAL CORP

41.20K

Jun 30, 26

+1.21K

0.04%

Total Wealth Planning & Management, Inc.

37.08K

Jun 30, 26

+37.08K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

34.20K

Jun 30, 26

+7.23K

0.03%

Vanguard Capital Wealth Advisors

31.82K

Jun 30, 26

+126

0.03%

Centurion Wealth Management LLC

25.14K

Jun 30, 26

-4.00K

0.02%

ENVESTNET ASSET MANAGEMENT INC

24.51K

Jun 30, 26

-42.06K

0.02%

Advisor Resource Council

24.00K

Jun 30, 26

-866

0.02%

BENJAMIN EDWARDS INC

22.90K

Jun 30, 26

-481

0.02%

Wedmont Private Capital

21.73K

Jun 30, 26

0.02%

Huntleigh Advisors, Inc.

20.69K

Jun 30, 26

+329

0.02%

Farther Finance Advisors, LLC

19.88K

Jun 30, 26

+494

0.02%

Successful Portfolios LLC

18.60K

Jun 30, 26

-940

0.02%

Atomi Financial Group, Inc.

18.29K

Jun 30, 26

-1.86K

0.02%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

15.80K

Jun 30, 26

+635

0.01%

Concurrent Investment Advisors, LLC

15.19K

Jun 30, 26

+743

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

14.90K

Jun 30, 26

0.01%

DAVENPORT & Co LLC

14.78K

Jun 30, 26

0.01%

UHLMANN PRICE SECURITIES, LLC

14.07K

Jun 30, 26

-10.37K

0.01%

Quad-Cities Investment Group, LLC

12.94K

Jun 30, 26

+198

0.01%

Intrua Financial, LLC

12.58K

Jun 30, 26

0.01%

Rathbones Group PLC

11.36K

Jun 30, 26

0.01%

IFP Advisors, Inc

6.69K

Jun 30, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

5.95K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

5.36K

Jun 30, 26

+157

0.01%

Costello Asset Management, INC

4.70K

Jun 30, 26

+122

0.00%

Provenance Wealth Advisors, LLC

2.90K

Jun 30, 26

0.00%

CX Institutional

2.03K

Jun 30, 26

+59

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

1.96K

Jun 30, 26

0.00%

Axiom Investment Management LLC

1.94K

Jun 30, 26

+721

0.00%

WHITTIER TRUST CO OF NEVADA INC

1.65K

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

1.50K

Jun 30, 26

+44

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.41K

Jun 30, 26

0.00%

CITIGROUP INC

1.12K

Jun 30, 26

0.00%

ASSETMARK, INC

992

Jun 30, 26

0.00%

Key FInancial Inc

230

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

183

Jun 30, 26

-117

0.00%

SIGNATUREFD, LLC

160

Jun 30, 26

0.00%

Shaker Financial Services, LLC

Jun 30, 26

-447.87K

Spire Wealth Management

Jun 30, 26

-2.20K

Golden State Equity Partners

Jun 30, 26

-6.05K

Sound Income Strategies, LLC

Jun 30, 26

-500

Blueprint Investment Partners LLC

Jun 30, 26

-12.34K

Root Financial Partners, LLC

Jun 30, 26

-1.20K

MORGAN STANLEY

9.76M

Mar 31, 26

-861.14K

9.26%

WELLS FARGO & COMPANY/MN

3.04M

Mar 31, 26

+188.13K

2.88%

Penserra Capital Management LLC

2.38M

Mar 31, 26

+30.81K

2.25%

LPL Financial LLC

1.07M

Mar 31, 26

-240.33K

1.01%

GUGGENHEIM CAPITAL LLC

999.83K

Mar 31, 26

+62.43K

0.95%

RAYMOND JAMES FINANCIAL INC

995.66K

Mar 31, 26

+324.45K

0.94%

Allspring Global Investments Holdings, LLC

971.41K

Mar 31, 26

-1.11M

0.92%

Advisors Asset Management, Inc.

710.62K

Mar 31, 26

+50.26K

0.67%

Cetera Investment Advisers

588.53K

Mar 31, 26

+94.33K

0.56%

BANK OF AMERICA CORP /DE/

507.80K

Mar 31, 26

-137.62K

0.48%

ROYAL BANK OF CANADA

373.97K

Mar 31, 26

-24.35K

0.35%

DCF Advisers, LLC

266.00K

Mar 31, 26

0.25%

UBS Group AG

225.53K

Mar 31, 26

-4.92K

0.21%

AMERIPRISE FINANCIAL INC

224.46K

Mar 31, 26

-115.92K

0.21%

STIFEL FINANCIAL CORP

203.71K

Mar 31, 26

+10.77K

0.19%

Janney Montgomery Scott LLC

194.82K

Mar 31, 26

+19.80K

0.18%

ADVISOR GROUP HOLDINGS, INC.

193.67K

Mar 31, 26

-17.18K

0.18%

Mariner, LLC

174.46K

Mar 31, 26

-5.45K

0.17%

NewEdge Advisors, LLC

128.49K

Mar 31, 26

+11.99K

0.12%

THRIVENT FINANCIAL FOR LUTHERANS

105.00K

Mar 31, 26

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

104.98K

Mar 31, 26

+4.78K

0.10%

Summit Financial, LLC

102.98K

Mar 31, 26

+1.53K

0.10%

JANE STREET GROUP, LLC

100.67K

Mar 31, 26

+36.22K

0.10%

IHT Wealth Management, LLC

91.43K

Mar 31, 26

0.09%

CHOREO, LLC

87.00K

Mar 31, 26

-7.76K

0.08%

Lido Advisors, LLC

73.24K

Mar 31, 26

+7.84K

0.07%

Baird Financial Group, Inc.

69.91K

Mar 31, 26

+24.68K

0.07%

WOLVERINE ASSET MANAGEMENT LLC

66.00K

Mar 31, 26

+66.00K

0.06%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

59.55K

Mar 31, 26

-47.02K

0.06%

ACCREDITED INVESTOR SERVICES, LLC

54.81K

Mar 31, 26

+54.81K

0.05%

Capital Investment Advisors, LLC

49.13K

Mar 31, 26

-483

0.05%

HARBOUR INVESTMENTS, INC.

42.46K

Mar 31, 26

+29.49K

0.04%

HighTower Advisors, LLC

42.41K

Mar 31, 26

+27.04K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

38.17K

Mar 31, 26

+38.17K

0.04%

CAPTRUST FINANCIAL ADVISORS

35.87K

Mar 31, 26

+17.78K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

35.81K

Mar 31, 26

+24.50K

0.03%

Allworth Financial LP

34.91K

Mar 31, 26

+2.63K

0.03%

Midwest Trust Co

34.50K

Mar 31, 26

0.03%

Sigma Planning Corp

32.17K

Mar 31, 26

-1.06K

0.03%

Moors & Cabot, Inc.

29.37K

Mar 31, 26

-454

0.03%

WNY Asset Management, LLC

27.91K

Mar 31, 26

+27.91K

0.03%

Sanctuary Advisors, LLC

27.84K

Mar 31, 26

0.03%

CWM, LLC

26.41K

Mar 31, 26

+16.97K

0.03%

Compton Financial Group, LLC

25.05K

Mar 31, 26

+25.05K

0.02%

Occidental Asset Management, LLC

21.76K

Mar 31, 26

-1.78K

0.02%

Pinnacle Wealth Planning Services, Inc.

21.19K

Mar 31, 26

-3.32K

0.02%

Huntleigh Advisors, Inc.

20.36K

Mar 31, 26

+1.24K

0.02%

Atomi Financial Group, Inc.

20.14K

Mar 31, 26

0.02%

Kapstone Financial Advisors LLC

20.05K

Mar 31, 26

+7.00K

0.02%

Invesco Ltd.

19.62K

Mar 31, 26

-6.62K

0.02%

SPIREPOINT PRIVATE CLIENT, LLC

19.61K

Mar 31, 26

+152

0.02%

Steward Partners Investment Advisory, LLC

17.31K

Mar 31, 26

0.02%

TWO SIGMA SECURITIES, LLC

15.05K

Mar 31, 26

+15.05K

0.01%

MML INVESTORS SERVICES, LLC

14.09K

Mar 31, 26

+869

0.01%

Stratos Wealth Advisors, LLC

14.00K

Mar 31, 26

0.01%

Creative Planning

13.80K

Mar 31, 26

+3.22K

0.01%

Retirement Planning Group

13.33K

Mar 31, 26

+13.33K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

13.26K

Mar 31, 26

-900

0.01%

Virtu Financial LLC

13.20K

Mar 31, 26

+13.20K

0.01%

MAI Capital Management

13.01K

Mar 31, 26

+153

0.01%

Integrated Wealth Concepts LLC

12.89K

Mar 31, 26

-9.76K

0.01%

Blueprint Investment Partners LLC

12.34K

Mar 31, 26

+12.34K

0.01%

XTX Topco Ltd

11.60K

Mar 31, 26

+11.60K

0.01%

Karpus Management, Inc.

11.50K

Mar 31, 26

-2.15K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

11.04K

Mar 31, 26

+504

0.01%

Winning Points Advisors, LLC

10.65K

Mar 31, 26

0.01%

WPG Advisers, LLC

8.91K

Mar 31, 26

-138

0.01%

BlackRock, Inc.

7.29K

Mar 31, 26

+7.29K

0.01%

FIFTH THIRD BANCORP

3.07K

Mar 31, 26

+3.07K

0.00%

Colonial Trust Co / SC

2.68K

Mar 31, 26

+2.68K

0.00%

Atlantic Union Bankshares Corp

2.50K

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

1.86K

Mar 31, 26

+1.86K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.61K

Mar 31, 26

0.00%

Larson Financial Group LLC

1.53K

Mar 31, 26

+779

0.00%

CITIGROUP INC

1.12K

Mar 31, 26

0.00%

Strengthening Families & Communities, LLC

858

Mar 31, 26

+35

0.00%

US BANCORP \DE\

760

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

750

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

676

Mar 31, 26

0.00%

Western Wealth Management, LLC

558

Mar 31, 26

+558

0.00%

JONES FINANCIAL COMPANIES LLLP

531

Mar 31, 26

+531

0.00%

Transamerica Financial Advisors, Inc.

527

Mar 31, 26

+24

0.00%

N.E.W. Advisory Services LLC

500

Mar 31, 26

+500

0.00%

Rockefeller Capital Management L.P.

458

Mar 31, 26

-1.30K

0.00%

BROWN BROTHERS HARRIMAN & CO

450

Mar 31, 26

+450

0.00%

ESL Trust Services, LLC

250

Mar 31, 26

0.00%

Ancora Advisors, LLC

185

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

+60

0.00%

Quarry LP

Mar 31, 26

-10.52K

Thomas J. Herzfeld Advisors, Inc.

Mar 31, 26

-590

Naviter Wealth, LLC

Mar 31, 26

-18.30K

Gen-Wealth Partners Inc

Mar 31, 26

-426

Diversify Advisory Services, LLC

Mar 31, 26

-76.13K

Strategic Advocates LLC

Mar 31, 26

-1.99K

Oxbow Advisors, LLC

Mar 31, 26

-15.12K

Global Retirement Partners, LLC

57.84K

Dec 31, 25

+57.77K

0.05%

ORG Partners LLC

6.05K

Dec 31, 25

0.01%

COMERICA BANK

4.89K

Dec 31, 25

-733

0.00%

Motiv8 Investments LLC

242

Dec 31, 25

+242

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-432

WETHERBY ASSET MANAGEMENT INC

20.28K

Sep 30, 25

0.02%

AVANTAX ADVISORY SERVICES, INC.

37.96K

Jun 30, 25

+15.28K

0.04%

Sheaff Brock Investment Advisors, LLC

19.48K

Mar 31, 25

0.02%

WINTRUST INVESTMENTS LLC

3.50K

Dec 31, 24

-93

0.00%

RAYMOND JAMES & ASSOCIATES

257.25K

Sep 30, 24

-187

0.24%

Raymond James Financial Services Advisors, Inc.

82.73K

Sep 30, 24

+2.50K

0.08%

Relative Value Partners Group, LLC

Jun 30, 24

-50.95K

Cetera Advisor Networks LLC

24.66K

Mar 31, 24

-6.51K

0.02%

Cetera Advisors LLC

15.18K

Mar 31, 24

+15.18K

0.01%

Highlander Capital Management, LLC

887

Mar 31, 24

0.00%

DFPG INVESTMENTS, LLC

69.77K

Dec 31, 23

-24.50K

0.07%

Baystate Wealth Management LLC

1.01K

Dec 31, 23

+1.01K

0.00%

ADVISOR PARTNERS II, LLC

662.14K

Sep 30, 23

+662.14K

0.63%

Johnson Midwest Financial, LLC

878

Sep 30, 23

+12

0.00%

BerganKDV Wealth Management, LLC

32.01K

Jun 30, 23

-402

0.03%

BDO Wealth Advisors, LLC

Jun 30, 23

-7.11K

MARINER INDEPENDENT ADVISOR NETWORK, LLC

68.88K

Sep 30, 22

-5.50K

0.07%

FourThought Financial, LLC

25.77K

Sep 30, 22

-178

0.02%

MUFG Americas Holdings Corp

1.50K

Sep 30, 22

+1.50K

0.00%

American Portfolios Advisors

906

Sep 30, 22

-1.74K

0.00%

Titus Wealth Management

36.50K

Jun 30, 22

0.03%

BIVIN & ASSOCIATES, INC.

205

Jun 30, 22

+205

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

11.26M

Mar 31, 22

-492.51K

10.68%

NEXT Financial Group, Inc

900

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

21.30K

Sep 30, 21

+7.70K

0.02%

First Allied Advisory Services, Inc.

23.06K

Sep 30, 20

+648

0.02%

Advisor Group, Inc.

103.82K

Dec 31, 19

+4.30K

0.10%

LADENBURG THALMANN FINANCIAL SERVICES INC.

92.74K

Dec 31, 19

+3.19K

0.09%

SUNTRUST BANKS INC

21.64K

Sep 30, 19

+129

0.02%

BB&T SECURITIES, LLC

12.30K

Sep 30, 19

-838

0.01%

NEXT Financial Holdings

900

Mar 31, 19

+900

0.00%