Barings BDC, Inc.(BBDC)

$8.27▲0.13 (1.60%)

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Barings BDC, Inc.(BBDC)

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$8.27▲0.13 (1.60%)

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BBDC(BBDC)

BBDC

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Institutional Ownership

Top 294 Institutional Holders

Holder	Shares	Date	Change	% Held
BARINGS LLC	13.64M	Mar 31, 26	--	13.03%
PRIVATE MANAGEMENT GROUP INC	4.30M	Mar 31, 26	+534.56K	4.11%
ARES MANAGEMENT LLC	3.63M	Mar 31, 26	+40.00K	3.47%
Cresset Asset Management, LLC	2.32M	Mar 31, 26	+369.64K	2.22%
VAN ECK ASSOCIATES CORP	1.82M	Mar 31, 26	-469.29K	1.74%
UBS Group AG	1.58M	Mar 31, 26	+89.04K	1.51%
Diameter Capital Partners LP	1.47M	Mar 31, 26	+505.43K	1.41%
MORGAN STANLEY	997.82K	Mar 31, 26	+98.33K	0.95%
DIMENSION CAPITAL MANAGEMENT LLC	985.16K	Mar 31, 26	+226.22K	0.94%
TWO SIGMA INVESTMENTS, LP	979.33K	Mar 31, 26	+246.21K	0.94%
FRANKLIN RESOURCES INC	970.76K	Mar 31, 26	+89.72K	0.93%
Colony Group, LLC	955.18K	Mar 31, 26	-47.73K	0.91%
WELLS FARGO & COMPANY/MN	925.42K	Mar 31, 26	+45.64K	0.88%
Legal & General Group Plc	850.98K	Mar 31, 26	+100.25K	0.81%
Russell Investments Group, Ltd.	847.77K	Mar 31, 26	+546.32K	0.81%
Muzinich & Co., Inc.	700.46K	Mar 31, 26	+1.51K	0.67%
RAYMOND JAMES FINANCIAL INC	616.76K	Mar 31, 26	-34.47K	0.59%
Sumitomo Mitsui Trust Holdings, Inc.	577.41K	Mar 31, 26	--	0.55%
BlackRock, Inc.	493.71K	Mar 31, 26	-354.44K	0.47%
BANK OF AMERICA CORP /DE/	447.63K	Mar 31, 26	-79.29K	0.43%
Advisors Asset Management, Inc.	407.52K	Mar 31, 26	+15.83K	0.39%
Bulldog Investors, LLP	334.90K	Mar 31, 26	+17.60K	0.32%
CONFLUENCE INVESTMENT MANAGEMENT LLC	307.87K	Mar 31, 26	-35.38K	0.29%
D. E. Shaw & Co., Inc.	305.88K	Mar 31, 26	+305.88K	0.29%
LPL Financial LLC	299.79K	Mar 31, 26	+20.47K	0.29%
ADVISOR GROUP HOLDINGS, INC.	279.84K	Mar 31, 26	-20.95K	0.27%
GraniteShares Advisors LLC	268.00K	Mar 31, 26	-30.67K	0.26%
Callodine Capital Management, LP	260.00K	Mar 31, 26	-96.54K	0.25%
BI Asset Management Fondsmaeglerselskab A/S	246.76K	Mar 31, 26	+25.13K	0.24%
Financial Gravity Asset Management, Inc.	240.30K	Mar 31, 26	+220.54K	0.23%
Neuberger Berman Group LLC	226.95K	Mar 31, 26	-5.69K	0.22%
Hennion & Walsh Asset Management, Inc.	206.53K	Mar 31, 26	+47.06K	0.20%
Cambridge Investment Research Advisors, Inc.	195.34K	Mar 31, 26	-10.03K	0.19%
Lansforsakringar Fondforvaltning AB (publ)	185.15K	Mar 31, 26	+18.04K	0.18%
TCG Advisory Services, LLC	161.65K	Mar 31, 26	+161.65K	0.15%
GREEN SQUARE CAPITAL ADVISORS LLC	158.26K	Mar 31, 26	+35.40K	0.15%
THRIVENT FINANCIAL FOR LUTHERANS	148.90K	Mar 31, 26	+34.86K	0.14%
HighTower Advisors, LLC	145.66K	Mar 31, 26	+5.00K	0.14%
Cliffwater LLC	126.75K	Mar 31, 26	--	0.12%
GREAT WEST LIFE ASSURANCE CO /CAN/	114.67K	Mar 31, 26	-24.66K	0.11%
Invesco Ltd.	110.73K	Mar 31, 26	+13.83K	0.11%
SageGuard Financial Group, LLC	108.12K	Mar 31, 26	+905	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	101.41K	Mar 31, 26	+3.50K	0.10%
SAXON INTERESTS, INC.	91.51K	Mar 31, 26	+3.13K	0.09%
DENALI ADVISORS LLC	91.05K	Mar 31, 26	-3.05K	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	89.52K	Mar 31, 26	-60.42K	0.09%
Ethos Financial Group, LLC	84.03K	Mar 31, 26	--	0.08%
CALIBER WEALTH MANAGEMENT, LLC / KS	80.65K	Mar 31, 26	-41.10K	0.08%
BALYASNY ASSET MANAGEMENT L.P.	78.75K	Mar 31, 26	+78.75K	0.08%
Dynamic Technology Lab Private Ltd	76.27K	Mar 31, 26	+50.09K	0.07%
Cetera Investment Advisers	75.75K	Mar 31, 26	-4.88K	0.07%
Prime Capital Investment Advisors, LLC	75.37K	Mar 31, 26	-13	0.07%
Apollon Wealth Management, LLC	66.40K	Mar 31, 26	-5.25K	0.06%
Kestra Advisory Services, LLC	60.74K	Mar 31, 26	+8.68K	0.06%
STIFEL FINANCIAL CORP	60.17K	Mar 31, 26	+27.68K	0.06%
Toroso Investments, LLC	58.51K	Mar 31, 26	+21.79K	0.06%
Virtus Investment Advisers, Inc.	55.99K	Mar 31, 26	-15.63K	0.05%
Lido Advisors, LLC	52.80K	Mar 31, 26	-552	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	50.84K	Mar 31, 26	-3.85K	0.05%
MILLENNIUM MANAGEMENT LLC	49.83K	Mar 31, 26	-23.02K	0.05%
PFG Investments, LLC	47.72K	Mar 31, 26	+2.10K	0.05%
Brevan Howard Capital Management LP	47.43K	Mar 31, 26	+47.43K	0.05%
MQS Management LLC	47.23K	Mar 31, 26	+47.23K	0.05%
Bison Wealth, LLC	46.94K	Mar 31, 26	--	0.04%
LSV ASSET MANAGEMENT	46.70K	Mar 31, 26	--	0.04%
Campbell & CO Investment Adviser LLC	45.55K	Mar 31, 26	+9.19K	0.04%
MML INVESTORS SERVICES, LLC	42.08K	Mar 31, 26	-5.58K	0.04%
JANE STREET GROUP, LLC	41.02K	Mar 31, 26	-343.14K	0.04%
Patriot Financial Group Insurance Agency, LLC	38.71K	Mar 31, 26	+19.34K	0.04%
Resources Investment Advisors, LLC.	35.71K	Mar 31, 26	--	0.03%
Arkadios Wealth Advisors	34.54K	Mar 31, 26	+4.51K	0.03%
RMB Capital Management, LLC	32.83K	Mar 31, 26	+1.03K	0.03%
Pensionmark Financial Group, LLC	32.36K	Mar 31, 26	-2.17K	0.03%
XTX Topco Ltd	32.35K	Mar 31, 26	-724	0.03%
Prosperity Consulting Group, LLC	32.33K	Mar 31, 26	-15.61K	0.03%
Western Wealth Management, LLC	32.25K	Mar 31, 26	--	0.03%
Waverly Advisors, LLC	31.93K	Mar 31, 26	-182	0.03%
nVerses Capital, LLC	31.36K	Mar 31, 26	+31.36K	0.03%
CAXTON ASSOCIATES LLP	30.42K	Mar 31, 26	-5.54K	0.03%
Ausdal Financial Partners, Inc.	29.90K	Mar 31, 26	-677	0.03%
ROYAL BANK OF CANADA	29.88K	Mar 31, 26	-437	0.03%
Essex Financial Services, Inc.	29.75K	Mar 31, 26	+1.08K	0.03%
EAGLE GLOBAL ADVISORS LLC	29.75K	Mar 31, 26	--	0.03%
Creative Planning	29.31K	Mar 31, 26	+2.18K	0.03%
Koshinski Asset Management, Inc.	29.11K	Mar 31, 26	-329	0.03%
Sigma Planning Corp	29.07K	Mar 31, 26	-1.24K	0.03%
Sunbelt Securities, Inc.	28.96K	Mar 31, 26	-8.83K	0.03%
Sunbeam Capital Management, LLC	28.26K	Mar 31, 26	--	0.03%
AMERIPRISE FINANCIAL INC	27.48K	Mar 31, 26	+1.00K	0.03%
WEDBUSH SECURITIES INC	27.39K	Mar 31, 26	+2.25K	0.03%
Advisor OS, LLC	27.18K	Mar 31, 26	+27.18K	0.03%
Entropy Technologies, LP	25.65K	Mar 31, 26	+25.65K	0.02%
Gotham Asset Management, LLC	25.00K	Mar 31, 26	--	0.02%
Cerity Partners LLC	24.78K	Mar 31, 26	+12.37K	0.02%
Triumph Capital Management	24.37K	Mar 31, 26	--	0.02%
STEPHENS INC /AR/	23.39K	Mar 31, 26	-617	0.02%
BFSG, LLC	23.18K	Mar 31, 26	+1.19K	0.02%
Advyzon Investment Management, LLC	23.07K	Mar 31, 26	+6.24K	0.02%
DRW Securities, LLC	22.58K	Mar 31, 26	+22.58K	0.02%
Raleigh Capital Management Inc.	22.56K	Mar 31, 26	+108	0.02%
CAPTRUST FINANCIAL ADVISORS	21.45K	Mar 31, 26	+21.45K	0.02%
PRICE T ROWE ASSOCIATES INC /MD/	20.93K	Mar 31, 26	-15.36K	0.02%
ENVESTNET ASSET MANAGEMENT INC	20.76K	Mar 31, 26	--	0.02%
NORTHERN TRUST CORP	19.15K	Mar 31, 26	-46.78K	0.02%
CARY STREET PARTNERS FINANCIAL LLC	18.89K	Mar 31, 26	--	0.02%
ProShare Advisors LLC	18.45K	Mar 31, 26	-219	0.02%
Armor Investment Advisors, LLC	18.30K	Mar 31, 26	--	0.02%
CreativeOne Wealth, LLC	18.28K	Mar 31, 26	-3.75K	0.02%
Beaumont Financial Advisors, LLC	18.18K	Mar 31, 26	+557	0.02%
Geneos Wealth Management Inc.	17.75K	Mar 31, 26	--	0.02%
Sowell Financial Services LLC	17.08K	Mar 31, 26	-1.67K	0.02%
Farmers & Merchants Trust Co of Long Beach	17.00K	Mar 31, 26	-1.09K	0.02%
MACKENZIE FINANCIAL CORP	16.79K	Mar 31, 26	+16.79K	0.02%
Central Pacific Bank - Trust Division	16.70K	Mar 31, 26	+2.50K	0.02%
COZAD ASSET MANAGEMENT INC	15.87K	Mar 31, 26	--	0.02%
SeaCrest Wealth Management, LLC	15.44K	Mar 31, 26	--	0.01%
De Lisle Partners LLP	15.30K	Mar 31, 26	--	0.01%
CWM, LLC	15.30K	Mar 31, 26	-323	0.01%
Soltis Investment Advisors LLC	14.90K	Mar 31, 26	+4.19K	0.01%
BLAIR WILLIAM & CO/IL	14.83K	Mar 31, 26	+14.83K	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	14.73K	Mar 31, 26	-4.52K	0.01%
Nicholas Hoffman & Company, LLC.	14.35K	Mar 31, 26	--	0.01%
Jackson Hole Capital Partners, LLC	13.88K	Mar 31, 26	+1.00K	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	13.75K	Mar 31, 26	--	0.01%
Redwood Financial Network Corp	13.55K	Mar 31, 26	-2.42K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	13.27K	Mar 31, 26	+13.27K	0.01%
Foundations Investment Advisors, LLC	13.21K	Mar 31, 26	+1.51K	0.01%
BROWN ADVISORY INC	13.20K	Mar 31, 26	--	0.01%
Chicago Partners Investment Group LLC	13.19K	Mar 31, 26	+304	0.01%
First Affirmative Financial Network	12.66K	Mar 31, 26	+12.66K	0.01%
Kovack Advisors, Inc.	12.51K	Mar 31, 26	-3.01K	0.01%
NOMURA HOLDINGS INC	12.50K	Mar 31, 26	-1.44K	0.01%
Saxony Capital Management, LLC	12.39K	Mar 31, 26	+12.39K	0.01%
Register Financial Advisors LLC	12.38K	Mar 31, 26	+54	0.01%
Impact Partnership Wealth, LLC	12.24K	Mar 31, 26	+12.24K	0.01%
Castleview Partners, LLC	12.22K	Mar 31, 26	-1.34K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.10K	Mar 31, 26	+12.10K	0.01%
Advisory Alpha, LLC	11.89K	Mar 31, 26	+302	0.01%
Sound Income Strategies, LLC	11.57K	Mar 31, 26	+268	0.01%
Merit Financial Group, LLC	11.45K	Mar 31, 26	+357	0.01%
Empirical Asset Management, LLC	11.44K	Mar 31, 26	+350	0.01%
Mariner, LLC	11.27K	Mar 31, 26	-2.46K	0.01%
AE Wealth Management LLC	11.04K	Mar 31, 26	+483	0.01%
Simplicity Wealth,LLC	11.02K	Mar 31, 26	+11.02K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	10.79K	Mar 31, 26	-32.48K	0.01%
Bridgewealth Advisory Group, LLC	10.70K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	10.54K	Mar 31, 26	+64	0.01%
Wealth Management Partners, LLC	10.50K	Mar 31, 26	--	0.01%
Sanctuary Advisors, LLC	10.47K	Mar 31, 26	--	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	10.40K	Mar 31, 26	+10.40K	0.01%
MIRABELLA FINANCIAL SERVICES LLP	10.28K	Mar 31, 26	+10.28K	0.01%
Bouchey Financial Group Ltd	10.28K	Mar 31, 26	--	0.01%
BOS Asset Management, LLC	10.04K	Mar 31, 26	--	0.01%
JPMORGAN CHASE & CO	10.00K	Mar 31, 26	-128.24K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	9.90K	Mar 31, 26	-1.32K	0.01%
Global Assets Advisory, LLC	9.61K	Mar 31, 26	+9.61K	0.01%
AMERIFLEX GROUP, INC.	8.21K	Mar 31, 26	--	0.01%
Golden State Wealth Management, LLC	7.91K	Mar 31, 26	+67	0.01%
Farther Finance Advisors, LLC	7.10K	Mar 31, 26	+3.11K	0.01%
Tower Research Capital LLC (TRC)	5.56K	Mar 31, 26	-245	0.01%
Larson Financial Group LLC	5.26K	Mar 31, 26	+18	0.01%
SIGNATUREFD, LLC	5.09K	Mar 31, 26	-4.58K	0.00%
MATHER GROUP, LLC.	4.98K	Mar 31, 26	+4.98K	0.00%
QUADRANT CAPITAL GROUP LLC	4.56K	Mar 31, 26	-363	0.00%
Nova Wealth Management, Inc.	4.55K	Mar 31, 26	--	0.00%
State of Alaska, Department of Revenue	4.36K	Mar 31, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	4.24K	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	3.70K	Mar 31, 26	--	0.00%
Aquatic Capital Management LLC	3.69K	Mar 31, 26	-15.20K	0.00%
Newbridge Financial Services Group, Inc.	3.67K	Mar 31, 26	-4.61K	0.00%
MBM Wealth Consultants, LLC	3.67K	Mar 31, 26	+3.67K	0.00%
Advisory Services Network, LLC	3.52K	Mar 31, 26	+3.52K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.20K	Mar 31, 26	+99	0.00%
Rockefeller Capital Management L.P.	2.72K	Mar 31, 26	+2.72K	0.00%
GHP Investment Advisors, Inc.	2.49K	Mar 31, 26	+76	0.00%
HARBOUR INVESTMENTS, INC.	2.42K	Mar 31, 26	+2.38K	0.00%
Sterling Capital Management LLC	2.39K	Mar 31, 26	--	0.00%
Spire Wealth Management	2.25K	Mar 31, 26	-1.40K	0.00%
CALDWELL SUTTER CAPITAL, INC.	1.96K	Mar 31, 26	--	0.00%
NOMURA ASSET MANAGEMENT CO LTD	1.71K	Mar 31, 26	--	0.00%
MAI Capital Management	1.59K	Mar 31, 26	--	0.00%
Westside Investment Management, Inc.	1.36K	Mar 31, 26	--	0.00%
Allworth Financial LP	1.26K	Mar 31, 26	-15.77K	0.00%
PRIVATE TRUST CO NA	1.16K	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	1.03K	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	1.00K	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	960	Mar 31, 26	+960	0.00%
Kingdom Financial Group LLC.	960	Mar 31, 26	--	0.00%
JPL Wealth Management, LLC	953	Mar 31, 26	+953	0.00%
Citizens National Bank Trust Department	879	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	843	Mar 31, 26	-217	0.00%
North Star Investment Management Corp.	735	Mar 31, 26	+60	0.00%
Crewe Advisors LLC	630	Mar 31, 26	--	0.00%
SWAN Capital LLC	603	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	600	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	460	Mar 31, 26	-1.54K	0.00%
FIFTH THIRD BANCORP	238	Mar 31, 26	+238	0.00%
US BANCORP \DE\	102	Mar 31, 26	-49	0.00%
Costello Asset Management, INC	100	Mar 31, 26	--	0.00%
Hurley Capital, LLC	97	Mar 31, 26	--	0.00%
FMR LLC	86	Mar 31, 26	--	0.00%
SBI Securities Co., Ltd.	78	Mar 31, 26	+11	0.00%
Caitong International Asset Management Co., Ltd	75	Mar 31, 26	+73	0.00%
CITIGROUP INC	13	Mar 31, 26	+13	0.00%
DANSKE BANK A/S	2	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
Schonfeld Strategic Advisors LLC	--	Mar 31, 26	-57.01K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-40.92K	--
Massar Capital Management, LP	--	Mar 31, 26	-35.64K	--
Jump Financial, LLC	--	Mar 31, 26	-46.47K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-24	--
TrueMark Investments, LLC	--	Mar 31, 26	-21.97K	--
SEVEN MILE ADVISORY	--	Mar 31, 26	-26.23K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-47.64K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-6.18K	--
Focus Financial Network, Inc.	--	Mar 31, 26	-12.83K	--
Northeast Financial Group, Inc.	--	Mar 31, 26	-14.69K	--
RIVERNORTH CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-806.07K	--
Quantbot Technologies LP	--	Mar 31, 26	-40.84K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-5.06K	--
Skandinaviska Enskilda Banken AB (publ)	--	Mar 31, 26	-239.44K	--
Y-Intercept (Hong Kong) Ltd	--	Mar 31, 26	-44.81K	--
BARCLAYS PLC	--	Mar 31, 26	-18.00K	--
Kingstone Capital Partners Texas, LLC	--	Mar 31, 26	-25.12K	--
Sequoia Financial Advisors, LLC	--	Mar 31, 26	-14.85K	--
Virtu Financial LLC	--	Mar 31, 26	-18.17K	--
Verition Fund Management LLC	--	Mar 31, 26	-38.60K	--
HighPoint Advisor Group LLC	--	Mar 31, 26	-49.02K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-104.65K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Mar 31, 26	-10.19K	--
Private Advisor Group, LLC	--	Mar 31, 26	-23.26K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Mar 31, 26	-19.71K	--
ExodusPoint Capital Management, LP	--	Mar 31, 26	-16.76K	--
Founders Capital Management	--	Mar 31, 26	-1.78K	--
MARSHALL WACE, LLP	--	Mar 31, 26	-70.08K	--
Capital Advisory Group Advisory Services, LLC	--	Mar 31, 26	-10.10K	--
Nilsine Partners, LLC	--	Mar 31, 26	-89.45K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-8.63K	--
TWO SIGMA ADVISERS, LP	401.50K	Dec 31, 25	-466.10K	0.38%
Global Retirement Partners, LLC	12.96K	Dec 31, 25	--	0.01%
Running Point Capital Advisors, LLC	10.57K	Dec 31, 25	+296	0.01%
SageView Advisory Group, LLC	1.48K	Dec 31, 25	+1.48K	0.00%
COMERICA BANK	238	Dec 31, 25	--	0.00%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	15.46K	Sep 30, 25	+1.15K	0.01%
Financial Advocates Investment Management	--	Sep 30, 25	-18.85K	--
Financial Gravity Companies, Inc.	306.06K	Jun 30, 25	+306.06K	0.29%
AVANTAX ADVISORY SERVICES, INC.	17.12K	Jun 30, 25	+507	0.02%
Lindbrook Capital, LLC	1.12K	Mar 31, 25	+247	0.00%
RE Dickinson Investment Advisors, LLC	2	Dec 31, 24	+2	0.00%
Raymond James Financial Services Advisors, Inc.	1.11M	Sep 30, 24	+270.11K	1.06%
RAYMOND JAMES & ASSOCIATES	88.51K	Sep 30, 24	-7.14K	0.08%
First Personal Financial Services	8.72K	Sep 30, 24	+226	0.01%
BlackRock Inc.	462.61K	Jun 30, 24	-19.11K	0.44%
MCKINLEY CAPITAL MANAGEMENT LLC	157.26K	Jun 30, 24	+1.31K	0.15%
Greenwich Investment Management, Inc.	13.51K	Jun 30, 24	-2.69K	0.01%
Relative Value Partners Group, LLC	--	Jun 30, 24	-1.37M	--
Retirement Group, LLC	63.04K	Mar 31, 24	+82	0.06%
Cetera Advisor Networks LLC	36.44K	Mar 31, 24	+11.49K	0.03%
Cetera Advisors LLC	31.10K	Mar 31, 24	+20.73K	0.03%
Cipher Capital LP	10.49K	Mar 31, 24	+10.49K	0.01%
StrategIQ Financial Group, LLC	55.48K	Dec 31, 23	-400	0.05%
FOCUS FINANCIAL NETWORK INC /ADV	45.02K	Dec 31, 23	+45.02K	0.04%
Bartlett & Co. LLC	5.00K	Dec 31, 23	+5.00K	0.00%
Baystate Wealth Management LLC	823	Dec 31, 23	+823	0.00%
PUTNAM INVESTMENTS LLC	--	Dec 31, 23	-117.15K	--
Claybrook Capital, LLC	25.25K	Sep 30, 23	--	0.02%
PATHSTONE FAMILY OFFICE, LLC	10.53K	Sep 30, 23	+249	0.01%
KB FINANCIAL PARTNERS, LLC	1.76K	Sep 30, 23	--	0.00%
Truadvice, LLC	--	Sep 30, 23	-17.87K	--
Acrisure Capital Management, LLC	19.94K	Mar 31, 23	+19.94K	0.02%
Ahrens Investment Partners LLC	700	Mar 31, 23	+700	0.00%
Kula Investments, LLC	--	Mar 31, 23	-90.47K	--
Foresight Wealth Management, LLC	--	Dec 31, 22	-20.53K	--
ZEKE CAPITAL ADVISORS, LLC	--	Dec 31, 22	-303.75K	--
MARINER INDEPENDENT ADVISOR NETWORK, LLC	85.23K	Sep 30, 22	-6.34K	0.08%
American Portfolios Advisors	7.32K	Sep 30, 22	--	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	517	Sep 30, 22	+517	0.00%
FURE FINANCIAL CORP	--	Sep 30, 22	-1.21K	--
Farmer Steven Patrick	546.92K	Jun 30, 22	+546.92K	0.52%
NTB Financial Corp	41.20K	Jun 30, 22	-1.51K	0.04%
Pinnacle Private Wealth, LLC	16.32K	Jun 30, 22	+3.71K	0.02%
HC FINANCIAL ADVISORS INC	4.98K	Jun 30, 22	--	0.00%
Lake Point Wealth Management	3.11K	Jun 30, 22	--	0.00%
Lenox Wealth Advisors, LLC	3.18K	Mar 31, 22	--	0.00%
Carroll Financial Associates, Inc.	1.00K	Dec 31, 21	--	0.00%
Marshall Wace North America L.P.	319.76K	Sep 30, 21	+165.21K	0.31%
BEL AIR INVESTMENT ADVISORS LLC	77.00K	Jun 30, 21	--	0.07%
Aperio Group, LLC	18.16K	Dec 31, 20	+3.85K	0.02%
Winslow, Evans & Crocker, Inc.	925	Dec 31, 20	+925	0.00%
Leap Investments LP	--	Jun 30, 20	-33.50K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	35.98K	Dec 31, 19	-32.72K	0.03%
Advisor Group, Inc.	408	Dec 31, 19	-193	0.00%
BB&T SECURITIES, LLC	63.69K	Sep 30, 19	-5.97K	0.06%
SOUTH TEXAS MONEY MANAGEMENT LTD	19.82K	Sep 30, 19	+19.82K	0.02%

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Holder

Date

Change

% Held

BARINGS LLC

13.64M

Mar 31, 26

13.03%

PRIVATE MANAGEMENT GROUP INC

4.30M

Mar 31, 26

+534.56K

4.11%

ARES MANAGEMENT LLC

3.63M

Mar 31, 26

+40.00K

3.47%

Cresset Asset Management, LLC

2.32M

Mar 31, 26

+369.64K

2.22%

VAN ECK ASSOCIATES CORP

1.82M

Mar 31, 26

-469.29K

1.74%

UBS Group AG

1.58M

Mar 31, 26

+89.04K

1.51%

Diameter Capital Partners LP

1.47M

Mar 31, 26

+505.43K

1.41%

MORGAN STANLEY

997.82K

Mar 31, 26

+98.33K

0.95%

DIMENSION CAPITAL MANAGEMENT LLC

985.16K

Mar 31, 26

+226.22K

0.94%

TWO SIGMA INVESTMENTS, LP

979.33K

Mar 31, 26

+246.21K

0.94%

FRANKLIN RESOURCES INC

970.76K

Mar 31, 26

+89.72K

0.93%

Colony Group, LLC

955.18K

Mar 31, 26

-47.73K

0.91%

WELLS FARGO & COMPANY/MN

925.42K

Mar 31, 26

+45.64K

0.88%

Legal & General Group Plc

850.98K

Mar 31, 26

+100.25K

0.81%

Russell Investments Group, Ltd.

847.77K

Mar 31, 26

+546.32K

0.81%

Muzinich & Co., Inc.

700.46K

Mar 31, 26

+1.51K

0.67%

RAYMOND JAMES FINANCIAL INC

616.76K

Mar 31, 26

-34.47K

0.59%

Sumitomo Mitsui Trust Holdings, Inc.

577.41K

Mar 31, 26

0.55%

BlackRock, Inc.

493.71K

Mar 31, 26

-354.44K

0.47%

BANK OF AMERICA CORP /DE/

447.63K

Mar 31, 26

-79.29K

0.43%

Advisors Asset Management, Inc.

407.52K

Mar 31, 26

+15.83K

0.39%

Bulldog Investors, LLP

334.90K

Mar 31, 26

+17.60K

0.32%

CONFLUENCE INVESTMENT MANAGEMENT LLC

307.87K

Mar 31, 26

-35.38K

0.29%

D. E. Shaw & Co., Inc.

305.88K

Mar 31, 26

+305.88K

0.29%

LPL Financial LLC

299.79K

Mar 31, 26

+20.47K

0.29%

ADVISOR GROUP HOLDINGS, INC.

279.84K

Mar 31, 26

-20.95K

0.27%

GraniteShares Advisors LLC

268.00K

Mar 31, 26

-30.67K

0.26%

Callodine Capital Management, LP

260.00K

Mar 31, 26

-96.54K

0.25%

BI Asset Management Fondsmaeglerselskab A/S

246.76K

Mar 31, 26

+25.13K

0.24%

Financial Gravity Asset Management, Inc.

240.30K

Mar 31, 26

+220.54K

0.23%

Neuberger Berman Group LLC

226.95K

Mar 31, 26

-5.69K

0.22%

Hennion & Walsh Asset Management, Inc.

206.53K

Mar 31, 26

+47.06K

0.20%

Cambridge Investment Research Advisors, Inc.

195.34K

Mar 31, 26

-10.03K

0.19%

Lansforsakringar Fondforvaltning AB (publ)

185.15K

Mar 31, 26

+18.04K

0.18%

TCG Advisory Services, LLC

161.65K

Mar 31, 26

+161.65K

0.15%

GREEN SQUARE CAPITAL ADVISORS LLC

158.26K

Mar 31, 26

+35.40K

0.15%

THRIVENT FINANCIAL FOR LUTHERANS

148.90K

Mar 31, 26

+34.86K

0.14%

HighTower Advisors, LLC

145.66K

Mar 31, 26

+5.00K

0.14%

Cliffwater LLC

126.75K

Mar 31, 26

0.12%

GREAT WEST LIFE ASSURANCE CO /CAN/

114.67K

Mar 31, 26

-24.66K

0.11%

Invesco Ltd.

110.73K

Mar 31, 26

+13.83K

0.11%

SageGuard Financial Group, LLC

108.12K

Mar 31, 26

+905

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

101.41K

Mar 31, 26

+3.50K

0.10%

SAXON INTERESTS, INC.

91.51K

Mar 31, 26

+3.13K

0.09%

DENALI ADVISORS LLC

91.05K

Mar 31, 26

-3.05K

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

89.52K

Mar 31, 26

-60.42K

0.09%

Ethos Financial Group, LLC

84.03K

Mar 31, 26

0.08%

CALIBER WEALTH MANAGEMENT, LLC / KS

80.65K

Mar 31, 26

-41.10K

0.08%

BALYASNY ASSET MANAGEMENT L.P.

78.75K

Mar 31, 26

+78.75K

0.08%

Dynamic Technology Lab Private Ltd

76.27K

Mar 31, 26

+50.09K

0.07%

Cetera Investment Advisers

75.75K

Mar 31, 26

-4.88K

0.07%

Prime Capital Investment Advisors, LLC

75.37K

Mar 31, 26

-13

0.07%

Apollon Wealth Management, LLC

66.40K

Mar 31, 26

-5.25K

0.06%

Kestra Advisory Services, LLC

60.74K

Mar 31, 26

+8.68K

0.06%

STIFEL FINANCIAL CORP

60.17K

Mar 31, 26

+27.68K

0.06%

Toroso Investments, LLC

58.51K

Mar 31, 26

+21.79K

0.06%

Virtus Investment Advisers, Inc.

55.99K

Mar 31, 26

-15.63K

0.05%

Lido Advisors, LLC

52.80K

Mar 31, 26

-552

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

50.84K

Mar 31, 26

-3.85K

0.05%

MILLENNIUM MANAGEMENT LLC

49.83K

Mar 31, 26

-23.02K

0.05%

PFG Investments, LLC

47.72K

Mar 31, 26

+2.10K

0.05%

Brevan Howard Capital Management LP

47.43K

Mar 31, 26

+47.43K

0.05%

MQS Management LLC

47.23K

Mar 31, 26

+47.23K

0.05%

Bison Wealth, LLC

46.94K

Mar 31, 26

0.04%

LSV ASSET MANAGEMENT

46.70K

Mar 31, 26

0.04%

Campbell & CO Investment Adviser LLC

45.55K

Mar 31, 26

+9.19K

0.04%

MML INVESTORS SERVICES, LLC

42.08K

Mar 31, 26

-5.58K

0.04%

JANE STREET GROUP, LLC

41.02K

Mar 31, 26

-343.14K

0.04%

Patriot Financial Group Insurance Agency, LLC

38.71K

Mar 31, 26

+19.34K

0.04%

Resources Investment Advisors, LLC.

35.71K

Mar 31, 26

0.03%

Arkadios Wealth Advisors

34.54K

Mar 31, 26

+4.51K

0.03%

RMB Capital Management, LLC

32.83K

Mar 31, 26

+1.03K

0.03%

Pensionmark Financial Group, LLC

32.36K

Mar 31, 26

-2.17K

0.03%

XTX Topco Ltd

32.35K

Mar 31, 26

-724

0.03%

Prosperity Consulting Group, LLC

32.33K

Mar 31, 26

-15.61K

0.03%

Western Wealth Management, LLC

32.25K

Mar 31, 26

0.03%

Waverly Advisors, LLC

31.93K

Mar 31, 26

-182

0.03%

nVerses Capital, LLC

31.36K

Mar 31, 26

+31.36K

0.03%

CAXTON ASSOCIATES LLP

30.42K

Mar 31, 26

-5.54K

0.03%

Ausdal Financial Partners, Inc.

29.90K

Mar 31, 26

-677

0.03%

ROYAL BANK OF CANADA

29.88K

Mar 31, 26

-437

0.03%

Essex Financial Services, Inc.

29.75K

Mar 31, 26

+1.08K

0.03%

EAGLE GLOBAL ADVISORS LLC

29.75K

Mar 31, 26

0.03%

Creative Planning

29.31K

Mar 31, 26

+2.18K

0.03%

Koshinski Asset Management, Inc.

29.11K

Mar 31, 26

-329

0.03%

Sigma Planning Corp

29.07K

Mar 31, 26

-1.24K

0.03%

Sunbelt Securities, Inc.

28.96K

Mar 31, 26

-8.83K

0.03%

Sunbeam Capital Management, LLC

28.26K

Mar 31, 26

0.03%

AMERIPRISE FINANCIAL INC

27.48K

Mar 31, 26

+1.00K

0.03%

WEDBUSH SECURITIES INC

27.39K

Mar 31, 26

+2.25K

0.03%

Advisor OS, LLC

27.18K

Mar 31, 26

+27.18K

0.03%

Entropy Technologies, LP

25.65K

Mar 31, 26

+25.65K

0.02%

Gotham Asset Management, LLC

25.00K

Mar 31, 26

0.02%

Cerity Partners LLC

24.78K

Mar 31, 26

+12.37K

0.02%

Triumph Capital Management

24.37K

Mar 31, 26

0.02%

STEPHENS INC /AR/

23.39K

Mar 31, 26

-617

0.02%

BFSG, LLC

23.18K

Mar 31, 26

+1.19K

0.02%

Advyzon Investment Management, LLC

23.07K

Mar 31, 26

+6.24K

0.02%

DRW Securities, LLC

22.58K

Mar 31, 26

+22.58K

0.02%

Raleigh Capital Management Inc.

22.56K

Mar 31, 26

+108

0.02%

CAPTRUST FINANCIAL ADVISORS

21.45K

Mar 31, 26

+21.45K

0.02%

PRICE T ROWE ASSOCIATES INC /MD/

20.93K

Mar 31, 26

-15.36K

0.02%

ENVESTNET ASSET MANAGEMENT INC

20.76K

Mar 31, 26

0.02%

NORTHERN TRUST CORP

19.15K

Mar 31, 26

-46.78K

0.02%

CARY STREET PARTNERS FINANCIAL LLC

18.89K

Mar 31, 26

0.02%

ProShare Advisors LLC

18.45K

Mar 31, 26

-219

0.02%

Armor Investment Advisors, LLC

18.30K

Mar 31, 26

0.02%

CreativeOne Wealth, LLC

18.28K

Mar 31, 26

-3.75K

0.02%

Beaumont Financial Advisors, LLC

18.18K

Mar 31, 26

+557

0.02%

Geneos Wealth Management Inc.

17.75K

Mar 31, 26

0.02%

Sowell Financial Services LLC

17.08K

Mar 31, 26

-1.67K

0.02%

Farmers & Merchants Trust Co of Long Beach

17.00K

Mar 31, 26

-1.09K

0.02%

MACKENZIE FINANCIAL CORP

16.79K

Mar 31, 26

+16.79K

0.02%

Central Pacific Bank - Trust Division

16.70K

Mar 31, 26

+2.50K

0.02%

COZAD ASSET MANAGEMENT INC

15.87K

Mar 31, 26

0.02%

SeaCrest Wealth Management, LLC

15.44K

Mar 31, 26

0.01%

De Lisle Partners LLP

15.30K

Mar 31, 26

0.01%

CWM, LLC

15.30K

Mar 31, 26

-323

0.01%

Soltis Investment Advisors LLC

14.90K

Mar 31, 26

+4.19K

0.01%

BLAIR WILLIAM & CO/IL

14.83K

Mar 31, 26

+14.83K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

14.73K

Mar 31, 26

-4.52K

0.01%

Nicholas Hoffman & Company, LLC.

14.35K

Mar 31, 26

0.01%

Jackson Hole Capital Partners, LLC

13.88K

Mar 31, 26

+1.00K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

13.75K

Mar 31, 26

0.01%

Redwood Financial Network Corp

13.55K

Mar 31, 26

-2.42K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

13.27K

Mar 31, 26

+13.27K

0.01%

Foundations Investment Advisors, LLC

13.21K

Mar 31, 26

+1.51K

0.01%

BROWN ADVISORY INC

13.20K

Mar 31, 26

0.01%

Chicago Partners Investment Group LLC

13.19K

Mar 31, 26

+304

0.01%

First Affirmative Financial Network

12.66K

Mar 31, 26

+12.66K

0.01%

Kovack Advisors, Inc.

12.51K

Mar 31, 26

-3.01K

0.01%

NOMURA HOLDINGS INC

12.50K

Mar 31, 26

-1.44K

0.01%

Saxony Capital Management, LLC

12.39K

Mar 31, 26

+12.39K

0.01%

12.38K

Mar 31, 26

+54

0.01%

Impact Partnership Wealth, LLC

12.24K

Mar 31, 26

+12.24K

0.01%

Castleview Partners, LLC

12.22K

Mar 31, 26

-1.34K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.10K

Mar 31, 26

+12.10K

0.01%

Advisory Alpha, LLC

11.89K

Mar 31, 26

+302

0.01%

Sound Income Strategies, LLC

11.57K

Mar 31, 26

+268

0.01%

Merit Financial Group, LLC

11.45K

Mar 31, 26

+357

0.01%

Empirical Asset Management, LLC

11.44K

Mar 31, 26

+350

0.01%

Mariner, LLC

11.27K

Mar 31, 26

-2.46K

0.01%

AE Wealth Management LLC

11.04K

Mar 31, 26

+483

0.01%

Simplicity Wealth,LLC

11.02K

Mar 31, 26

+11.02K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

10.79K

Mar 31, 26

-32.48K

0.01%

Bridgewealth Advisory Group, LLC

10.70K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

10.54K

Mar 31, 26

+64

0.01%

Wealth Management Partners, LLC

10.50K

Mar 31, 26

0.01%

Sanctuary Advisors, LLC

10.47K

Mar 31, 26

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

10.40K

Mar 31, 26

+10.40K

0.01%

MIRABELLA FINANCIAL SERVICES LLP

10.28K

Mar 31, 26

+10.28K

0.01%

Bouchey Financial Group Ltd

10.28K

Mar 31, 26

0.01%

BOS Asset Management, LLC

10.04K

Mar 31, 26

0.01%

JPMORGAN CHASE & CO

10.00K

Mar 31, 26

-128.24K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

9.90K

Mar 31, 26

-1.32K

0.01%

Global Assets Advisory, LLC

9.61K

Mar 31, 26

+9.61K

0.01%

AMERIFLEX GROUP, INC.

8.21K

Mar 31, 26

0.01%

Golden State Wealth Management, LLC

7.91K

Mar 31, 26

+67

0.01%

Farther Finance Advisors, LLC

7.10K

Mar 31, 26

+3.11K

0.01%

Tower Research Capital LLC (TRC)

5.56K

Mar 31, 26

-245

0.01%

Larson Financial Group LLC

5.26K

Mar 31, 26

+18

0.01%

SIGNATUREFD, LLC

5.09K

Mar 31, 26

-4.58K

0.00%

MATHER GROUP, LLC.

4.98K

Mar 31, 26

+4.98K

0.00%

QUADRANT CAPITAL GROUP LLC

4.56K

Mar 31, 26

-363

0.00%

Nova Wealth Management, Inc.

4.55K

Mar 31, 26

0.00%

State of Alaska, Department of Revenue

4.36K

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

4.24K

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

3.70K

Mar 31, 26

0.00%

Aquatic Capital Management LLC

3.69K

Mar 31, 26

-15.20K

0.00%

Newbridge Financial Services Group, Inc.

3.67K

Mar 31, 26

-4.61K

0.00%

MBM Wealth Consultants, LLC

3.67K

Mar 31, 26

+3.67K

0.00%

Advisory Services Network, LLC

3.52K

Mar 31, 26

+3.52K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.20K

Mar 31, 26

+99

0.00%

Rockefeller Capital Management L.P.

2.72K

Mar 31, 26

+2.72K

0.00%

GHP Investment Advisors, Inc.

2.49K

Mar 31, 26

+76

0.00%

HARBOUR INVESTMENTS, INC.

2.42K

Mar 31, 26

+2.38K

0.00%

Sterling Capital Management LLC

2.39K

Mar 31, 26

0.00%

Spire Wealth Management

2.25K

Mar 31, 26

-1.40K

0.00%

CALDWELL SUTTER CAPITAL, INC.

1.96K

Mar 31, 26

0.00%

NOMURA ASSET MANAGEMENT CO LTD

1.71K

Mar 31, 26

0.00%

MAI Capital Management

1.59K

Mar 31, 26

0.00%

Westside Investment Management, Inc.

1.36K

Mar 31, 26

0.00%

Allworth Financial LP

1.26K

Mar 31, 26

-15.77K

0.00%

PRIVATE TRUST CO NA

1.16K

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

1.03K

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

1.00K

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

960

Mar 31, 26

+960

0.00%

Kingdom Financial Group LLC.

960

Mar 31, 26

0.00%

JPL Wealth Management, LLC

953

Mar 31, 26

+953

0.00%

Citizens National Bank Trust Department

879

Mar 31, 26

0.00%

Parallel Advisors, LLC

843

Mar 31, 26

-217

0.00%

North Star Investment Management Corp.

735

Mar 31, 26

+60

0.00%

Crewe Advisors LLC

630

Mar 31, 26

0.00%

SWAN Capital LLC

603

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

600

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

460

Mar 31, 26

-1.54K

0.00%

FIFTH THIRD BANCORP

238

Mar 31, 26

+238

0.00%

US BANCORP \DE\

102

Mar 31, 26

-49

0.00%

Costello Asset Management, INC

100

Mar 31, 26

0.00%

Hurley Capital, LLC

Mar 31, 26

0.00%

FMR LLC

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

+11

0.00%

Caitong International Asset Management Co., Ltd

Mar 31, 26

+73

0.00%

CITIGROUP INC

Mar 31, 26

+13

0.00%

DANSKE BANK A/S

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

Schonfeld Strategic Advisors LLC

Mar 31, 26

-57.01K

Arete Wealth Advisors, LLC

Mar 31, 26

-40.92K

Massar Capital Management, LP

Mar 31, 26

-35.64K

Jump Financial, LLC

Mar 31, 26

-46.47K

SIMPLEX TRADING, LLC

Mar 31, 26

-24

TrueMark Investments, LLC

Mar 31, 26

-21.97K

SEVEN MILE ADVISORY

Mar 31, 26

-26.23K

SRS Capital Advisors, Inc.

Mar 31, 26

-47.64K

Cape Investment Advisory, Inc.

Mar 31, 26

-6.18K

Focus Financial Network, Inc.

Mar 31, 26

-12.83K

Northeast Financial Group, Inc.

Mar 31, 26

-14.69K

RIVERNORTH CAPITAL MANAGEMENT, LLC

Mar 31, 26

-806.07K

Quantbot Technologies LP

Mar 31, 26

-40.84K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-5.06K

Skandinaviska Enskilda Banken AB (publ)

Mar 31, 26

-239.44K

Y-Intercept (Hong Kong) Ltd

Mar 31, 26

-44.81K

BARCLAYS PLC

Mar 31, 26

-18.00K

Kingstone Capital Partners Texas, LLC

Mar 31, 26

-25.12K

Sequoia Financial Advisors, LLC

Mar 31, 26

-14.85K

Virtu Financial LLC

Mar 31, 26

-18.17K

Verition Fund Management LLC

Mar 31, 26

-38.60K

HighPoint Advisor Group LLC

Mar 31, 26

-49.02K

CITADEL ADVISORS LLC

Mar 31, 26

-104.65K

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

Mar 31, 26

-10.19K

Private Advisor Group, LLC

Mar 31, 26

-23.26K

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-19.71K

ExodusPoint Capital Management, LP

Mar 31, 26

-16.76K

Founders Capital Management

Mar 31, 26

-1.78K

MARSHALL WACE, LLP

Mar 31, 26

-70.08K

Capital Advisory Group Advisory Services, LLC

Mar 31, 26

-10.10K

Nilsine Partners, LLC

Mar 31, 26

-89.45K

Camelot Portfolios, LLC

Mar 31, 26

-8.63K

TWO SIGMA ADVISERS, LP

401.50K

Dec 31, 25

-466.10K

0.38%

Global Retirement Partners, LLC

12.96K

Dec 31, 25

0.01%

Running Point Capital Advisors, LLC

10.57K

Dec 31, 25

+296

0.01%

SageView Advisory Group, LLC

1.48K

Dec 31, 25

+1.48K

0.00%

COMERICA BANK

238

Dec 31, 25

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

15.46K

Sep 30, 25

+1.15K

0.01%

Financial Advocates Investment Management

Sep 30, 25

-18.85K

Financial Gravity Companies, Inc.

306.06K

Jun 30, 25

+306.06K

0.29%

AVANTAX ADVISORY SERVICES, INC.

17.12K

Jun 30, 25

+507

0.02%

Lindbrook Capital, LLC

1.12K

Mar 31, 25

+247

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

1.11M

Sep 30, 24

+270.11K

1.06%

RAYMOND JAMES & ASSOCIATES

88.51K

Sep 30, 24

-7.14K

0.08%

First Personal Financial Services

8.72K

Sep 30, 24

+226

0.01%

BlackRock Inc.

462.61K

Jun 30, 24

-19.11K

0.44%

MCKINLEY CAPITAL MANAGEMENT LLC

157.26K

Jun 30, 24

+1.31K

0.15%

Greenwich Investment Management, Inc.

13.51K

Jun 30, 24

-2.69K

0.01%

Relative Value Partners Group, LLC

Jun 30, 24

-1.37M

Retirement Group, LLC

63.04K

Mar 31, 24

+82

0.06%

Cetera Advisor Networks LLC

36.44K

Mar 31, 24

+11.49K

0.03%

Cetera Advisors LLC

31.10K

Mar 31, 24

+20.73K

0.03%

Cipher Capital LP

10.49K

Mar 31, 24

+10.49K

0.01%

StrategIQ Financial Group, LLC

55.48K

Dec 31, 23

-400

0.05%

FOCUS FINANCIAL NETWORK INC /ADV

45.02K

Dec 31, 23

+45.02K

0.04%

Bartlett & Co. LLC

5.00K

Dec 31, 23

+5.00K

0.00%

Baystate Wealth Management LLC

823

Dec 31, 23

+823

0.00%

PUTNAM INVESTMENTS LLC

Dec 31, 23

-117.15K

Claybrook Capital, LLC

25.25K

Sep 30, 23

0.02%

PATHSTONE FAMILY OFFICE, LLC

10.53K

Sep 30, 23

+249

0.01%

KB FINANCIAL PARTNERS, LLC

1.76K

Sep 30, 23

0.00%

Truadvice, LLC

Sep 30, 23

-17.87K

Acrisure Capital Management, LLC

19.94K

Mar 31, 23

+19.94K

0.02%

Ahrens Investment Partners LLC

700

Mar 31, 23

+700

0.00%

Kula Investments, LLC

Mar 31, 23

-90.47K

Foresight Wealth Management, LLC

Dec 31, 22

-20.53K

ZEKE CAPITAL ADVISORS, LLC

Dec 31, 22

-303.75K

MARINER INDEPENDENT ADVISOR NETWORK, LLC

85.23K

Sep 30, 22

-6.34K

0.08%

American Portfolios Advisors

7.32K

Sep 30, 22

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

517

Sep 30, 22

+517

0.00%

FURE FINANCIAL CORP

Sep 30, 22

-1.21K

Farmer Steven Patrick

546.92K

Jun 30, 22

+546.92K

0.52%

NTB Financial Corp

41.20K

Jun 30, 22

-1.51K

0.04%

Pinnacle Private Wealth, LLC

16.32K

Jun 30, 22

+3.71K

0.02%

HC FINANCIAL ADVISORS INC

4.98K

Jun 30, 22

0.00%

Lake Point Wealth Management

3.11K

Jun 30, 22

0.00%

Lenox Wealth Advisors, LLC

3.18K

Mar 31, 22

0.00%

Carroll Financial Associates, Inc.

1.00K

Dec 31, 21

0.00%

Marshall Wace North America L.P.

319.76K

Sep 30, 21

+165.21K

0.31%

BEL AIR INVESTMENT ADVISORS LLC

77.00K

Jun 30, 21

0.07%

Aperio Group, LLC

18.16K

Dec 31, 20

+3.85K

0.02%

Winslow, Evans & Crocker, Inc.

925

Dec 31, 20

+925

0.00%

Leap Investments LP

Jun 30, 20

-33.50K

LADENBURG THALMANN FINANCIAL SERVICES INC.

35.98K

Dec 31, 19

-32.72K

0.03%

Advisor Group, Inc.

408

Dec 31, 19

-193

0.00%

BB&T SECURITIES, LLC

63.69K

Sep 30, 19

-5.97K

0.06%

SOUTH TEXAS MONEY MANAGEMENT LTD

19.82K

Sep 30, 19

+19.82K

0.02%