Barings BDC, Inc.(BBDC)

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Barings BDC, Inc.(BBDC)

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$9.31—

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BBDC(BBDC)

BBDC

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Institutional Ownership

Top 293 Institutional Holders

Holder	Shares	Date	Change	% Held
BARINGS LLC	13.64M	Jun 30, 26	--	13.03%
PRIVATE MANAGEMENT GROUP INC	4.78M	Jun 30, 26	+479.54K	4.56%
ARES MANAGEMENT LLC	4.16M	Jun 30, 26	+534.15K	3.98%
Cresset Asset Management, LLC	2.55M	Jun 30, 26	+220.94K	2.43%
VAN ECK ASSOCIATES CORP	2.31M	Jun 30, 26	+484.65K	2.21%
UBS Group AG	2.11M	Jun 30, 26	+522.85K	2.01%
FRANKLIN RESOURCES INC	1.37M	Jun 30, 26	+395.02K	1.30%
Russell Investments Group, Ltd.	1.23M	Jun 30, 26	+386.74K	1.18%
TWO SIGMA INVESTMENTS, LP	1.13M	Jun 30, 26	+150.65K	1.08%
DIMENSION CAPITAL MANAGEMENT LLC	1.02M	Jun 30, 26	+35.42K	0.97%
MORGAN STANLEY	960.58K	Jun 30, 26	-37.24K	0.92%
Colony Group, LLC	907.62K	Jun 30, 26	-47.57K	0.87%
Legal & General Group Plc	879.82K	Jun 30, 26	+28.84K	0.84%
WELLS FARGO & COMPANY/MN	760.56K	Jun 30, 26	-164.86K	0.73%
Muzinich & Co., Inc.	714.96K	Jun 30, 26	+14.50K	0.68%
BANK OF AMERICA CORP /DE/	690.78K	Jun 30, 26	+243.15K	0.66%
RAYMOND JAMES FINANCIAL INC	682.82K	Jun 30, 26	+66.06K	0.65%
Sumitomo Mitsui Trust Group, Inc.	577.41K	Jun 30, 26	--	0.55%
BlackRock, Inc.	509.22K	Jun 30, 26	+15.51K	0.49%
THRIVENT FINANCIAL FOR LUTHERANS	475.83K	Jun 30, 26	+326.94K	0.45%
GCM Grosvenor Holdings, LLC	475.00K	Jun 30, 26	+475.00K	0.45%
Advisors Asset Management, Inc.	417.05K	Jun 30, 26	+9.53K	0.40%
Bulldog Investors, LLP	336.40K	Jun 30, 26	+1.50K	0.32%
GraniteShares Advisors LLC	308.35K	Jun 30, 26	+40.35K	0.29%
CONFLUENCE INVESTMENT MANAGEMENT LLC	306.26K	Jun 30, 26	-1.61K	0.29%
LPL Financial LLC	293.73K	Jun 30, 26	-6.07K	0.28%
ADVISOR GROUP HOLDINGS, INC.	293.36K	Jun 30, 26	+13.52K	0.28%
Callodine Capital Management, LP	290.00K	Jun 30, 26	+30.00K	0.28%
Hennion & Walsh Asset Management, Inc.	251.43K	Jun 30, 26	+44.90K	0.24%
Financial Gravity Companies, Inc.	224.10K	Jun 30, 26	+224.10K	0.21%
Neuberger Berman Group LLC	207.32K	Jun 30, 26	-19.63K	0.20%
RIVERNORTH CAPITAL MANAGEMENT, LLC	205.19K	Jun 30, 26	+205.19K	0.20%
Cambridge Investment Research Advisors, Inc.	192.27K	Jun 30, 26	-3.07K	0.18%
GREEN SQUARE CAPITAL ADVISORS LLC	152.67K	Jun 30, 26	-5.59K	0.15%
Privium Fund Management (UK) Ltd	150.50K	Jun 30, 26	+150.50K	0.14%
HighTower Advisors, LLC	146.84K	Jun 30, 26	+1.19K	0.14%
GREAT WEST LIFE ASSURANCE CO /CAN/	138.89K	Jun 30, 26	+24.22K	0.13%
TCG Advisory Services, LLC	137.61K	Jun 30, 26	-24.04K	0.13%
Cliffwater LLC	126.75K	Jun 30, 26	--	0.12%
MARSHALL WACE, LLP	122.81K	Jun 30, 26	+122.81K	0.12%
Invesco Ltd.	110.98K	Jun 30, 26	+247	0.11%
BALYASNY ASSET MANAGEMENT L.P.	109.88K	Jun 30, 26	+31.13K	0.10%
SageGuard Financial Group, LLC	105.86K	Jun 30, 26	-2.25K	0.10%
SAXON INTERESTS, INC.	105.06K	Jun 30, 26	+13.55K	0.10%
CITADEL ADVISORS LLC	103.33K	Jun 30, 26	+103.33K	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	99.61K	Jun 30, 26	-1.80K	0.10%
BLAIR WILLIAM & CO/IL	98.83K	Jun 30, 26	+84.00K	0.09%
Diameter Capital Partners LP	96.59K	Jun 30, 26	-1.38M	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	93.66K	Jun 30, 26	+4.14K	0.09%
DENALI ADVISORS LLC	83.18K	Jun 30, 26	-7.87K	0.08%
Ethos Financial Group, LLC	81.62K	Jun 30, 26	-2.42K	0.08%
Apollon Wealth Management, LLC	77.35K	Jun 30, 26	+10.95K	0.07%
Cetera Investment Advisers	74.95K	Jun 30, 26	-801	0.07%
FreeGulliver LLC	74.41K	Jun 30, 26	+74.41K	0.07%
Prime Capital Investment Advisors, LLC	71.37K	Jun 30, 26	-4.00K	0.07%
CALIBER WEALTH MANAGEMENT, LLC / KS	70.69K	Jun 30, 26	-9.96K	0.07%
Kestra Advisory Services, LLC	62.95K	Jun 30, 26	+2.21K	0.06%
Toroso Investments, LLC	61.59K	Jun 30, 26	+3.08K	0.06%
MML INVESTORS SERVICES, LLC	61.30K	Jun 30, 26	+19.22K	0.06%
Campbell & CO Investment Adviser LLC	61.11K	Jun 30, 26	+15.56K	0.06%
STIFEL FINANCIAL CORP	60.50K	Jun 30, 26	+328	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	57.62K	Jun 30, 26	+6.78K	0.06%
PFG Investments, LLC	50.13K	Jun 30, 26	+2.41K	0.05%
XTX Topco Ltd	49.22K	Jun 30, 26	+16.86K	0.05%
Lido Advisors, LLC	48.45K	Jun 30, 26	-4.35K	0.05%
Bison Wealth, LLC	46.94K	Jun 30, 26	--	0.04%
LSV ASSET MANAGEMENT	46.70K	Jun 30, 26	--	0.04%
Virtus Investment Advisers, Inc.	46.26K	Jun 30, 26	-9.73K	0.04%
MQS Management LLC	43.21K	Jun 30, 26	-4.02K	0.04%
BI Asset Management Fondsmaeglerselskab A/S	42.89K	Jun 30, 26	-203.87K	0.04%
Gotham Asset Management, LLC	40.00K	Jun 30, 26	+15.00K	0.04%
D. E. Shaw & Co., Inc.	37.68K	Jun 30, 26	-268.20K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.90K	Jun 30, 26	+24.80K	0.04%
RMB Capital Management, LLC	32.83K	Jun 30, 26	--	0.03%
Prosperity Consulting Group, LLC	32.33K	Jun 30, 26	+4	0.03%
Western Wealth Management, LLC	31.93K	Jun 30, 26	-322	0.03%
MACKENZIE FINANCIAL CORP	31.01K	Jun 30, 26	+14.21K	0.03%
ROYAL BANK OF CANADA	30.37K	Jun 30, 26	+489	0.03%
Creative Planning	29.19K	Jun 30, 26	-113	0.03%
Sunbeam Capital Management, LLC	28.26K	Jun 30, 26	--	0.03%
WEDBUSH SECURITIES INC	27.89K	Jun 30, 26	+500	0.03%
Sigma Planning Corp	27.85K	Jun 30, 26	-1.22K	0.03%
Waverly Advisors, LLC	27.80K	Jun 30, 26	-4.13K	0.03%
BFSG, LLC	27.34K	Jun 30, 26	+4.15K	0.03%
EAGLE GLOBAL ADVISORS LLC	27.30K	Jun 30, 26	-2.45K	0.03%
DRW Securities, LLC	27.22K	Jun 30, 26	+4.64K	0.03%
PRICE T ROWE ASSOCIATES INC /MD/	25.38K	Jun 30, 26	+4.45K	0.02%
Arkadios Wealth Advisors	24.52K	Jun 30, 26	-10.02K	0.02%
Triumph Capital Management	24.37K	Jun 30, 26	--	0.02%
Advisor OS, LLC	24.05K	Jun 30, 26	-3.13K	0.02%
CAPTRUST FINANCIAL ADVISORS	24.03K	Jun 30, 26	+2.58K	0.02%
CAXTON ASSOCIATES LLP	23.92K	Jun 30, 26	-6.50K	0.02%
STEPHENS INC /AR/	23.58K	Jun 30, 26	+183	0.02%
Raleigh Capital Management Inc.	22.66K	Jun 30, 26	+109	0.02%
Virtu Financial LLC	22.65K	Jun 30, 26	+22.65K	0.02%
Advyzon Investment Management, LLC	22.54K	Jun 30, 26	-523	0.02%
Ausdal Financial Partners, Inc.	22.51K	Jun 30, 26	-7.40K	0.02%
Koshinski Asset Management, Inc.	22.20K	Jun 30, 26	-6.90K	0.02%
Cerity Partners LLC	21.92K	Jun 30, 26	-2.86K	0.02%
Essex Financial Services, Inc.	21.39K	Jun 30, 26	-8.36K	0.02%
Patriot Financial Group Insurance Agency, LLC	19.71K	Jun 30, 26	-19.00K	0.02%
NORTHERN TRUST CORP	19.15K	Jun 30, 26	--	0.02%
Beaumont Financial Advisors, LLC	18.75K	Jun 30, 26	+561	0.02%
Armor Investment Advisors, LLC	18.30K	Jun 30, 26	--	0.02%
CreativeOne Wealth, LLC	17.96K	Jun 30, 26	-316	0.02%
ProShare Advisors LLC	17.50K	Jun 30, 26	-951	0.02%
Geneos Wealth Management Inc.	17.35K	Jun 30, 26	-400	0.02%
Brevan Howard Capital Management LP	17.20K	Jun 30, 26	-30.23K	0.02%
Central Pacific Bank - Trust Division	16.70K	Jun 30, 26	-1	0.02%
AMERIPRISE FINANCIAL INC	16.34K	Jun 30, 26	-11.14K	0.02%
COZAD ASSET MANAGEMENT INC	15.87K	Jun 30, 26	--	0.02%
CARY STREET PARTNERS FINANCIAL LLC	15.59K	Jun 30, 26	-3.30K	0.01%
SeaCrest Wealth Management, LLC	15.44K	Jun 30, 26	--	0.01%
Soltis Investment Advisors LLC	15.36K	Jun 30, 26	+459	0.01%
De Lisle Partners LLP	15.30K	Jun 30, 26	--	0.01%
TIAA TRUST, NATIONAL ASSOCIATION	14.73K	Jun 30, 26	+14.73K	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	14.73K	Jun 30, 26	--	0.01%
Nicholas Hoffman & Company, LLC.	14.35K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	14.15K	Jun 30, 26	+3.61K	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	13.75K	Jun 30, 26	--	0.01%
Chicago Partners Investment Group LLC	13.50K	Jun 30, 26	+306	0.01%
Castleview Partners, LLC	13.47K	Jun 30, 26	+1.24K	0.01%
Global Retirement Partners, LLC	13.40K	Jun 30, 26	+13.40K	0.01%
BROWN ADVISORY INC	13.20K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	13.02K	Jun 30, 26	+2.24K	0.01%
RFG Advisory, LLC	12.74K	Jun 30, 26	+12.74K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	12.54K	Jun 30, 26	+12.54K	0.01%
Farmers & Merchants Trust Co of Long Beach	12.50K	Jun 30, 26	-4.50K	0.01%
NOMURA HOLDINGS INC	12.44K	Jun 30, 26	-60	0.01%
Register Financial Advisors LLC	12.44K	Jun 30, 26	+54	0.01%
Foundations Investment Advisors, LLC	12.38K	Jun 30, 26	-821	0.01%
Impact Partnership Wealth, LLC	12.25K	Jun 30, 26	+11	0.01%
JPMORGAN CHASE & CO	12.23K	Jun 30, 26	+2.23K	0.01%
Kovack Advisors, Inc.	12.01K	Jun 30, 26	-500	0.01%
Global Assets Advisory, LLC	11.83K	Jun 30, 26	+2.22K	0.01%
Empirical Asset Management, LLC	11.80K	Jun 30, 26	+354	0.01%
Jain Global LLC	11.50K	Jun 30, 26	+11.50K	0.01%
Merit Financial Group, LLC	11.45K	Jun 30, 26	--	0.01%
BIP Wealth, LLC	11.26K	Jun 30, 26	+11.26K	0.01%
Redwood Financial Network Corp	11.05K	Jun 30, 26	-2.50K	0.01%
Mariner, LLC	10.76K	Jun 30, 26	-518	0.01%
Sound Income Strategies, LLC	10.67K	Jun 30, 26	-892	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	10.57K	Jun 30, 26	+671	0.01%
Sanctuary Advisors, LLC	10.47K	Jun 30, 26	--	0.01%
Bouchey Financial Group Ltd	10.28K	Jun 30, 26	--	0.01%
BOS Asset Management, LLC	10.04K	Jun 30, 26	--	0.01%
Golden State Wealth Management, LLC	7.98K	Jun 30, 26	+67	0.01%
Farther Finance Advisors, LLC	7.32K	Jun 30, 26	+218	0.01%
Security National Bank	6.48K	Jun 30, 26	+6.48K	0.01%
MPWM ADVISORY SOLUTIONS, LLC	6.30K	Jun 30, 26	+2.06K	0.01%
MeadowBrook Investment Advisors LLC	6.17K	Jun 30, 26	+6.17K	0.01%
BNP PARIBAS ARBITRAGE, SNC	5.97K	Jun 30, 26	+2.27K	0.01%
Larson Financial Group LLC	5.28K	Jun 30, 26	+17	0.01%
MATHER GROUP, LLC.	4.98K	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	4.77K	Jun 30, 26	-3.44K	0.00%
Nova Wealth Management, Inc.	4.55K	Jun 30, 26	--	0.00%
State of Alaska, Department of Revenue	4.36K	Jun 30, 26	--	0.00%
Quantbot Technologies LP	4.12K	Jun 30, 26	+4.12K	0.00%
CUSTOM INDEX SYSTEMS, LLC	4.06K	Jun 30, 26	+4.06K	0.00%
Cape Investment Advisory, Inc.	3.93K	Jun 30, 26	+3.93K	0.00%
SIGNATUREFD, LLC	3.33K	Jun 30, 26	-1.75K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.30K	Jun 30, 26	+98	0.00%
Coppell Advisory Solutions LLC	3.29K	Jun 30, 26	+3.29K	0.00%
SRS Capital Advisors, Inc.	2.63K	Jun 30, 26	+2.63K	0.00%
GHP Investment Advisors, Inc.	2.57K	Jun 30, 26	+75	0.00%
HARBOUR INVESTMENTS, INC.	2.42K	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	2.39K	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	2.11K	Jun 30, 26	+150	0.00%
10Elms LLP	1.82K	Jun 30, 26	+1.82K	0.00%
Newbridge Financial Services Group, Inc.	1.80K	Jun 30, 26	-1.87K	0.00%
Tower Research Capital LLC (TRC)	1.56K	Jun 30, 26	-4.00K	0.00%
Rockefeller Capital Management L.P.	1.37K	Jun 30, 26	-1.35K	0.00%
Westside Investment Management, Inc.	1.36K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.16K	Jun 30, 26	--	0.00%
MCF Advisors LLC	1.10K	Jun 30, 26	+1.10K	0.00%
Quest 10 Wealth Builders, Inc.	1.03K	Jun 30, 26	--	0.00%
Allworth Financial LP	999	Jun 30, 26	-262	0.00%
Kingdom Financial Group LLC.	960	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	953	Jun 30, 26	--	0.00%
Citizens National Bank Trust Department	879	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	843	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	735	Jun 30, 26	--	0.00%
Crewe Advisors LLC	630	Jun 30, 26	--	0.00%
SWAN Capital LLC	603	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	600	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	500	Jun 30, 26	+500	0.00%
JONES FINANCIAL COMPANIES LLLP	460	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	241	Jun 30, 26	+240	0.00%
FIFTH THIRD BANCORP	238	Jun 30, 26	--	0.00%
Quarry LP	200	Jun 30, 26	+200	0.00%
US BANCORP \DE\	102	Jun 30, 26	--	0.00%
Costello Asset Management, INC	100	Jun 30, 26	--	0.00%
Hurley Capital, LLC	97	Jun 30, 26	--	0.00%
FMR LLC	86	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	77	Jun 30, 26	-1	0.00%
Caitong International Asset Management Co., Ltd	60	Jun 30, 26	-15	0.00%
Integrated Wealth Concepts LLC	4	Jun 30, 26	+4	0.00%
Wealth Management Partners, LLC	--	Jun 30, 26	-10.50K	--
nVerses Capital, LLC	--	Jun 30, 26	-31.36K	--
Bridgewealth Advisory Group, LLC	--	Jun 30, 26	-10.70K	--
Pensionmark Financial Group, LLC	--	Jun 30, 26	-32.36K	--
Lansforsakringar Fondforvaltning AB (publ)	--	Jun 30, 26	-185.15K	--
Sowell Financial Services LLC	--	Jun 30, 26	-17.08K	--
AE Wealth Management LLC	--	Jun 30, 26	-11.04K	--
NOMURA ASSET MANAGEMENT CO LTD	--	Jun 30, 26	-1.71K	--
Harbor Asset Planning, Inc.	--	Jun 30, 26	-1.00K	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-49.83K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-41.02K	--
MIRABELLA FINANCIAL SERVICES LLP	--	Jun 30, 26	-10.28K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-960	--
Advisory Services Network, LLC	--	Jun 30, 26	-3.52K	--
MBM Wealth Consultants, LLC	--	Jun 30, 26	-3.67K	--
Advisory Alpha, LLC	--	Jun 30, 26	-11.89K	--
Aquatic Capital Management LLC	--	Jun 30, 26	-3.69K	--
Resources Investment Advisors, LLC.	--	Jun 30, 26	-35.71K	--
ENVESTNET ASSET MANAGEMENT INC	--	Jun 30, 26	-20.76K	--
GREAT VALLEY ADVISOR GROUP, INC.	--	Jun 30, 26	-13.27K	--
Entropy Technologies, LP	--	Jun 30, 26	-25.65K	--
MAI Capital Management	--	Jun 30, 26	-1.59K	--
Saxony Capital Management, LLC	--	Jun 30, 26	-12.39K	--
Simplicity Wealth,LLC	--	Jun 30, 26	-11.02K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-4.56K	--
Dynamic Technology Lab Private Ltd	--	Jun 30, 26	-76.27K	--
CITIGROUP INC	--	Jun 30, 26	-13	--
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	--	Jun 30, 26	-10.40K	--
Spire Wealth Management	--	Jun 30, 26	-2.25K	--
TWO SIGMA INVESTMENTS, LP	979.33K	Mar 31, 26	+246.21K	0.94%
BANK OF AMERICA CORP /DE/	447.63K	Mar 31, 26	-79.29K	0.43%
Bulldog Investors, LLP	334.90K	Mar 31, 26	+17.60K	0.32%
Financial Gravity Asset Management, Inc.	240.30K	Mar 31, 26	+220.54K	0.23%
THRIVENT FINANCIAL FOR LUTHERANS	148.90K	Mar 31, 26	+34.86K	0.14%
Sunbelt Securities, Inc.	28.96K	Mar 31, 26	-8.83K	0.03%
PRICE T ROWE ASSOCIATES INC /MD/	20.93K	Mar 31, 26	-15.36K	0.02%
CWM, LLC	15.30K	Mar 31, 26	-323	0.01%
Jackson Hole Capital Partners, LLC	13.88K	Mar 31, 26	+1.00K	0.01%
First Affirmative Financial Network	12.66K	Mar 31, 26	+12.66K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.10K	Mar 31, 26	+12.10K	0.01%
QUADRANT CAPITAL GROUP LLC	4.56K	Mar 31, 26	-363	0.00%
Schonfeld Strategic Advisors LLC	--	Mar 31, 26	-57.01K	--
Northeast Financial Group, Inc.	--	Mar 31, 26	-14.69K	--
TWO SIGMA ADVISERS, LP	401.50K	Dec 31, 25	-466.10K	0.38%
Running Point Capital Advisors, LLC	10.57K	Dec 31, 25	+296	0.01%
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	--
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

Jun 30, 26

13.03%

PRIVATE MANAGEMENT GROUP INC

4.78M

Jun 30, 26

+479.54K

4.56%

ARES MANAGEMENT LLC

4.16M

Jun 30, 26

+534.15K

3.98%

Cresset Asset Management, LLC

2.55M

Jun 30, 26

+220.94K

2.43%

VAN ECK ASSOCIATES CORP

2.31M

Jun 30, 26

+484.65K

2.21%

UBS Group AG

2.11M

Jun 30, 26

+522.85K

2.01%

FRANKLIN RESOURCES INC

1.37M

Jun 30, 26

+395.02K

1.30%

Russell Investments Group, Ltd.

1.23M

Jun 30, 26

+386.74K

1.18%

TWO SIGMA INVESTMENTS, LP

1.13M

Jun 30, 26

+150.65K

1.08%

DIMENSION CAPITAL MANAGEMENT LLC

1.02M

Jun 30, 26

+35.42K

0.97%

MORGAN STANLEY

960.58K

Jun 30, 26

-37.24K

0.92%

Colony Group, LLC

907.62K

Jun 30, 26

-47.57K

0.87%

Legal & General Group Plc

879.82K

Jun 30, 26

+28.84K

0.84%

WELLS FARGO & COMPANY/MN

760.56K

Jun 30, 26

-164.86K

0.73%

Muzinich & Co., Inc.

714.96K

Jun 30, 26

+14.50K

0.68%

BANK OF AMERICA CORP /DE/

690.78K

Jun 30, 26

+243.15K

0.66%

RAYMOND JAMES FINANCIAL INC

682.82K

Jun 30, 26

+66.06K

0.65%

Sumitomo Mitsui Trust Group, Inc.

577.41K

Jun 30, 26

0.55%

BlackRock, Inc.

509.22K

Jun 30, 26

+15.51K

0.49%

THRIVENT FINANCIAL FOR LUTHERANS

475.83K

Jun 30, 26

+326.94K

0.45%

GCM Grosvenor Holdings, LLC

475.00K

Jun 30, 26

+475.00K

0.45%

Advisors Asset Management, Inc.

417.05K

Jun 30, 26

+9.53K

0.40%

Bulldog Investors, LLP

336.40K

Jun 30, 26

+1.50K

0.32%

GraniteShares Advisors LLC

308.35K

Jun 30, 26

+40.35K

0.29%

CONFLUENCE INVESTMENT MANAGEMENT LLC

306.26K

Jun 30, 26

-1.61K

0.29%

LPL Financial LLC

293.73K

Jun 30, 26

-6.07K

0.28%

ADVISOR GROUP HOLDINGS, INC.

293.36K

Jun 30, 26

+13.52K

0.28%

Callodine Capital Management, LP

290.00K

Jun 30, 26

+30.00K

0.28%

Hennion & Walsh Asset Management, Inc.

251.43K

Jun 30, 26

+44.90K

0.24%

Financial Gravity Companies, Inc.

224.10K

Jun 30, 26

+224.10K

0.21%

Neuberger Berman Group LLC

207.32K

Jun 30, 26

-19.63K

0.20%

RIVERNORTH CAPITAL MANAGEMENT, LLC

205.19K

Jun 30, 26

+205.19K

0.20%

Cambridge Investment Research Advisors, Inc.

192.27K

Jun 30, 26

-3.07K

0.18%

GREEN SQUARE CAPITAL ADVISORS LLC

152.67K

Jun 30, 26

-5.59K

0.15%

Privium Fund Management (UK) Ltd

150.50K

Jun 30, 26

+150.50K

0.14%

HighTower Advisors, LLC

146.84K

Jun 30, 26

+1.19K

0.14%

GREAT WEST LIFE ASSURANCE CO /CAN/

138.89K

Jun 30, 26

+24.22K

0.13%

TCG Advisory Services, LLC

137.61K

Jun 30, 26

-24.04K

0.13%

Cliffwater LLC

126.75K

Jun 30, 26

0.12%

MARSHALL WACE, LLP

122.81K

Jun 30, 26

+122.81K

0.12%

Invesco Ltd.

110.98K

Jun 30, 26

+247

0.11%

BALYASNY ASSET MANAGEMENT L.P.

109.88K

Jun 30, 26

+31.13K

0.10%

SageGuard Financial Group, LLC

105.86K

Jun 30, 26

-2.25K

0.10%

SAXON INTERESTS, INC.

105.06K

Jun 30, 26

+13.55K

0.10%

CITADEL ADVISORS LLC

103.33K

Jun 30, 26

+103.33K

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

99.61K

Jun 30, 26

-1.80K

0.10%

BLAIR WILLIAM & CO/IL

98.83K

Jun 30, 26

+84.00K

0.09%

Diameter Capital Partners LP

96.59K

Jun 30, 26

-1.38M

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

93.66K

Jun 30, 26

+4.14K

0.09%

DENALI ADVISORS LLC

83.18K

Jun 30, 26

-7.87K

0.08%

Ethos Financial Group, LLC

81.62K

Jun 30, 26

-2.42K

0.08%

Apollon Wealth Management, LLC

77.35K

Jun 30, 26

+10.95K

0.07%

Cetera Investment Advisers

74.95K

Jun 30, 26

-801

0.07%

FreeGulliver LLC

74.41K

Jun 30, 26

+74.41K

0.07%

Prime Capital Investment Advisors, LLC

71.37K

Jun 30, 26

-4.00K

0.07%

CALIBER WEALTH MANAGEMENT, LLC / KS

70.69K

Jun 30, 26

-9.96K

0.07%

Kestra Advisory Services, LLC

62.95K

Jun 30, 26

+2.21K

0.06%

Toroso Investments, LLC

61.59K

Jun 30, 26

+3.08K

0.06%

MML INVESTORS SERVICES, LLC

61.30K

Jun 30, 26

+19.22K

0.06%

Campbell & CO Investment Adviser LLC

61.11K

Jun 30, 26

+15.56K

0.06%

STIFEL FINANCIAL CORP

60.50K

Jun 30, 26

+328

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

57.62K

Jun 30, 26

+6.78K

0.06%

PFG Investments, LLC

50.13K

Jun 30, 26

+2.41K

0.05%

XTX Topco Ltd

49.22K

Jun 30, 26

+16.86K

0.05%

Lido Advisors, LLC

48.45K

Jun 30, 26

-4.35K

0.05%

Bison Wealth, LLC

46.94K

Jun 30, 26

0.04%

LSV ASSET MANAGEMENT

46.70K

Jun 30, 26

0.04%

Virtus Investment Advisers, Inc.

46.26K

Jun 30, 26

-9.73K

0.04%

MQS Management LLC

43.21K

Jun 30, 26

-4.02K

0.04%

BI Asset Management Fondsmaeglerselskab A/S

42.89K

Jun 30, 26

-203.87K

0.04%

Gotham Asset Management, LLC

40.00K

Jun 30, 26

+15.00K

0.04%

D. E. Shaw & Co., Inc.

37.68K

Jun 30, 26

-268.20K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.90K

Jun 30, 26

+24.80K

0.04%

RMB Capital Management, LLC

32.83K

Jun 30, 26

0.03%

Prosperity Consulting Group, LLC

32.33K

Jun 30, 26

0.03%

Western Wealth Management, LLC

31.93K

Jun 30, 26

-322

0.03%

MACKENZIE FINANCIAL CORP

31.01K

Jun 30, 26

+14.21K

0.03%

ROYAL BANK OF CANADA

30.37K

Jun 30, 26

+489

0.03%

Creative Planning

29.19K

Jun 30, 26

-113

0.03%

Sunbeam Capital Management, LLC

28.26K

Jun 30, 26

0.03%

WEDBUSH SECURITIES INC

27.89K

Jun 30, 26

+500

0.03%

Sigma Planning Corp

27.85K

Jun 30, 26

-1.22K

0.03%

Waverly Advisors, LLC

27.80K

Jun 30, 26

-4.13K

0.03%

BFSG, LLC

27.34K

Jun 30, 26

+4.15K

0.03%

EAGLE GLOBAL ADVISORS LLC

27.30K

Jun 30, 26

-2.45K

0.03%

DRW Securities, LLC

27.22K

Jun 30, 26

+4.64K

0.03%

PRICE T ROWE ASSOCIATES INC /MD/

25.38K

Jun 30, 26

+4.45K

0.02%

Arkadios Wealth Advisors

24.52K

Jun 30, 26

-10.02K

0.02%

Triumph Capital Management

24.37K

Jun 30, 26

0.02%

Advisor OS, LLC

24.05K

Jun 30, 26

-3.13K

0.02%

CAPTRUST FINANCIAL ADVISORS

24.03K

Jun 30, 26

+2.58K

0.02%

CAXTON ASSOCIATES LLP

23.92K

Jun 30, 26

-6.50K

0.02%

STEPHENS INC /AR/

23.58K

Jun 30, 26

+183

0.02%

Raleigh Capital Management Inc.

22.66K

Jun 30, 26

+109

0.02%

Virtu Financial LLC

22.65K

Jun 30, 26

+22.65K

0.02%

Advyzon Investment Management, LLC

22.54K

Jun 30, 26

-523

0.02%

Ausdal Financial Partners, Inc.

22.51K

Jun 30, 26

-7.40K

0.02%

Koshinski Asset Management, Inc.

22.20K

Jun 30, 26

-6.90K

0.02%

Cerity Partners LLC

21.92K

Jun 30, 26

-2.86K

0.02%

Essex Financial Services, Inc.

21.39K

Jun 30, 26

-8.36K

0.02%

Patriot Financial Group Insurance Agency, LLC

19.71K

Jun 30, 26

-19.00K

0.02%

NORTHERN TRUST CORP

19.15K

Jun 30, 26

0.02%

Beaumont Financial Advisors, LLC

18.75K

Jun 30, 26

+561

0.02%

Armor Investment Advisors, LLC

18.30K

Jun 30, 26

0.02%

CreativeOne Wealth, LLC

17.96K

Jun 30, 26

-316

0.02%

ProShare Advisors LLC

17.50K

Jun 30, 26

-951

0.02%

Geneos Wealth Management Inc.

17.35K

Jun 30, 26

-400

0.02%

Brevan Howard Capital Management LP

17.20K

Jun 30, 26

-30.23K

0.02%

Central Pacific Bank - Trust Division

16.70K

Jun 30, 26

-1

0.02%

AMERIPRISE FINANCIAL INC

16.34K

Jun 30, 26

-11.14K

0.02%

COZAD ASSET MANAGEMENT INC

15.87K

Jun 30, 26

0.02%

CARY STREET PARTNERS FINANCIAL LLC

15.59K

Jun 30, 26

-3.30K

0.01%

SeaCrest Wealth Management, LLC

15.44K

Jun 30, 26

0.01%

Soltis Investment Advisors LLC

15.36K

Jun 30, 26

+459

0.01%

De Lisle Partners LLP

15.30K

Jun 30, 26

0.01%

TIAA TRUST, NATIONAL ASSOCIATION

14.73K

Jun 30, 26

+14.73K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

14.73K

Jun 30, 26

0.01%

Nicholas Hoffman & Company, LLC.

14.35K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

14.15K

Jun 30, 26

+3.61K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

13.75K

Jun 30, 26

0.01%

Chicago Partners Investment Group LLC

13.50K

Jun 30, 26

+306

0.01%

Castleview Partners, LLC

13.47K

Jun 30, 26

+1.24K

0.01%

Global Retirement Partners, LLC

13.40K

Jun 30, 26

+13.40K

0.01%

BROWN ADVISORY INC

13.20K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

13.02K

Jun 30, 26

+2.24K

0.01%

RFG Advisory, LLC

12.74K

Jun 30, 26

+12.74K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

12.54K

Jun 30, 26

+12.54K

0.01%

Farmers & Merchants Trust Co of Long Beach

12.50K

Jun 30, 26

-4.50K

0.01%

NOMURA HOLDINGS INC

12.44K

Jun 30, 26

-60

0.01%

12.44K

Jun 30, 26

+54

0.01%

Foundations Investment Advisors, LLC

12.38K

Jun 30, 26

-821

0.01%

Impact Partnership Wealth, LLC

12.25K

Jun 30, 26

+11

0.01%

JPMORGAN CHASE & CO

12.23K

Jun 30, 26

+2.23K

0.01%

Kovack Advisors, Inc.

12.01K

Jun 30, 26

-500

0.01%

Global Assets Advisory, LLC

11.83K

Jun 30, 26

+2.22K

0.01%

Empirical Asset Management, LLC

11.80K

Jun 30, 26

+354

0.01%

Jain Global LLC

11.50K

Jun 30, 26

+11.50K

0.01%

Merit Financial Group, LLC

11.45K

Jun 30, 26

0.01%

BIP Wealth, LLC

11.26K

Jun 30, 26

+11.26K

0.01%

Redwood Financial Network Corp

11.05K

Jun 30, 26

-2.50K

0.01%

Mariner, LLC

10.76K

Jun 30, 26

-518

0.01%

Sound Income Strategies, LLC

10.67K

Jun 30, 26

-892

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

10.57K

Jun 30, 26

+671

0.01%

Sanctuary Advisors, LLC

10.47K

Jun 30, 26

0.01%

Bouchey Financial Group Ltd

10.28K

Jun 30, 26

0.01%

BOS Asset Management, LLC

10.04K

Jun 30, 26

0.01%

Golden State Wealth Management, LLC

7.98K

Jun 30, 26

+67

0.01%

Farther Finance Advisors, LLC

7.32K

Jun 30, 26

+218

0.01%

Security National Bank

6.48K

Jun 30, 26

+6.48K

0.01%

MPWM ADVISORY SOLUTIONS, LLC

6.30K

Jun 30, 26

+2.06K

0.01%

MeadowBrook Investment Advisors LLC

6.17K

Jun 30, 26

+6.17K

0.01%

BNP PARIBAS ARBITRAGE, SNC

5.97K

Jun 30, 26

+2.27K

0.01%

Larson Financial Group LLC

5.28K

Jun 30, 26

+17

0.01%

MATHER GROUP, LLC.

4.98K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

4.77K

Jun 30, 26

-3.44K

0.00%

Nova Wealth Management, Inc.

4.55K

Jun 30, 26

0.00%

State of Alaska, Department of Revenue

4.36K

Jun 30, 26

0.00%

Quantbot Technologies LP

4.12K

Jun 30, 26

+4.12K

0.00%

CUSTOM INDEX SYSTEMS, LLC

4.06K

Jun 30, 26

+4.06K

0.00%

Cape Investment Advisory, Inc.

3.93K

Jun 30, 26

+3.93K

0.00%

SIGNATUREFD, LLC

3.33K

Jun 30, 26

-1.75K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.30K

Jun 30, 26

+98

0.00%

Coppell Advisory Solutions LLC

3.29K

Jun 30, 26

+3.29K

0.00%

SRS Capital Advisors, Inc.

2.63K

Jun 30, 26

+2.63K

0.00%

GHP Investment Advisors, Inc.

2.57K

Jun 30, 26

+75

0.00%

HARBOUR INVESTMENTS, INC.

2.42K

Jun 30, 26

0.00%

Sterling Capital Management LLC

2.39K

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

2.11K

Jun 30, 26

+150

0.00%

10Elms LLP

1.82K

Jun 30, 26

+1.82K

0.00%

Newbridge Financial Services Group, Inc.

1.80K

Jun 30, 26

-1.87K

0.00%

Tower Research Capital LLC (TRC)

1.56K

Jun 30, 26

-4.00K

0.00%

Rockefeller Capital Management L.P.

1.37K

Jun 30, 26

-1.35K

0.00%

Westside Investment Management, Inc.

1.36K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.16K

Jun 30, 26

0.00%

MCF Advisors LLC

1.10K

Jun 30, 26

+1.10K

0.00%

Quest 10 Wealth Builders, Inc.

1.03K

Jun 30, 26

0.00%

Allworth Financial LP

999

Jun 30, 26

-262

0.00%

Kingdom Financial Group LLC.

960

Jun 30, 26

0.00%

JPL Wealth Management, LLC

953

Jun 30, 26

0.00%

Citizens National Bank Trust Department

879

Jun 30, 26

0.00%

Parallel Advisors, LLC

843

Jun 30, 26

0.00%

North Star Investment Management Corp.

735

Jun 30, 26

0.00%

Crewe Advisors LLC

630

Jun 30, 26

0.00%

SWAN Capital LLC

603

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

600

Jun 30, 26

0.00%

Clearstead Advisors, LLC

500

Jun 30, 26

+500

0.00%

JONES FINANCIAL COMPANIES LLLP

460

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

241

Jun 30, 26

+240

0.00%

FIFTH THIRD BANCORP

238

Jun 30, 26

0.00%

Quarry LP

200

Jun 30, 26

+200

0.00%

US BANCORP \DE\

102

Jun 30, 26

0.00%

Costello Asset Management, INC

100

Jun 30, 26

0.00%

Hurley Capital, LLC

Jun 30, 26

0.00%

FMR LLC

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

-1

0.00%

Caitong International Asset Management Co., Ltd

Jun 30, 26

-15

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

0.00%

Wealth Management Partners, LLC

Jun 30, 26

-10.50K

nVerses Capital, LLC

Jun 30, 26

-31.36K

Bridgewealth Advisory Group, LLC

Jun 30, 26

-10.70K

Pensionmark Financial Group, LLC

Jun 30, 26

-32.36K

Lansforsakringar Fondforvaltning AB (publ)

Jun 30, 26

-185.15K

Sowell Financial Services LLC

Jun 30, 26

-17.08K

AE Wealth Management LLC

Jun 30, 26

-11.04K

NOMURA ASSET MANAGEMENT CO LTD

Jun 30, 26

-1.71K

Harbor Asset Planning, Inc.

Jun 30, 26

-1.00K

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-49.83K

JANE STREET GROUP, LLC

Jun 30, 26

-41.02K

MIRABELLA FINANCIAL SERVICES LLP

Jun 30, 26

-10.28K

Lloyd Advisory Services, LLC.

Jun 30, 26

-960

Advisory Services Network, LLC

Jun 30, 26

-3.52K

MBM Wealth Consultants, LLC

Jun 30, 26

-3.67K

Advisory Alpha, LLC

Jun 30, 26

-11.89K

Aquatic Capital Management LLC

Jun 30, 26

-3.69K

Resources Investment Advisors, LLC.

Jun 30, 26

-35.71K

ENVESTNET ASSET MANAGEMENT INC

Jun 30, 26

-20.76K

GREAT VALLEY ADVISOR GROUP, INC.

Jun 30, 26

-13.27K

Entropy Technologies, LP

Jun 30, 26

-25.65K

MAI Capital Management

Jun 30, 26

-1.59K

Saxony Capital Management, LLC

Jun 30, 26

-12.39K

Simplicity Wealth,LLC

Jun 30, 26

-11.02K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-4.56K

Dynamic Technology Lab Private Ltd

Jun 30, 26

-76.27K

CITIGROUP INC

Jun 30, 26

-13

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Jun 30, 26

-10.40K

Spire Wealth Management

Jun 30, 26

-2.25K

TWO SIGMA INVESTMENTS, LP

979.33K

Mar 31, 26

+246.21K

0.94%

BANK OF AMERICA CORP /DE/

447.63K

Mar 31, 26

-79.29K

0.43%

Bulldog Investors, LLP

334.90K

Mar 31, 26

+17.60K

0.32%

Financial Gravity Asset Management, Inc.

240.30K

Mar 31, 26

+220.54K

0.23%

THRIVENT FINANCIAL FOR LUTHERANS

148.90K

Mar 31, 26

+34.86K

0.14%

Sunbelt Securities, Inc.

28.96K

Mar 31, 26

-8.83K

0.03%

PRICE T ROWE ASSOCIATES INC /MD/

20.93K

Mar 31, 26

-15.36K

0.02%

CWM, LLC

15.30K

Mar 31, 26

-323

0.01%

Jackson Hole Capital Partners, LLC

13.88K

Mar 31, 26

+1.00K

0.01%

First Affirmative Financial Network

12.66K

Mar 31, 26

+12.66K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.10K

Mar 31, 26

+12.10K

0.01%

QUADRANT CAPITAL GROUP LLC

4.56K

Mar 31, 26

-363

0.00%

Schonfeld Strategic Advisors LLC

Mar 31, 26

-57.01K

Northeast Financial Group, Inc.

Mar 31, 26

-14.69K

TWO SIGMA ADVISERS, LP

401.50K

Dec 31, 25

-466.10K

0.38%

Running Point Capital Advisors, LLC

10.57K

Dec 31, 25

+296

0.01%

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

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%