BlackRock Capital Allocation Trust(BCAT)

$15.87—

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BlackRock Capital Allocation Trust(BCAT)

NYSE

$15.87—

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BCAT(BCAT)

BCAT

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 138 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	3.60M	Jun 30, 26	-756.68K	3.44%
WELLS FARGO & COMPANY/MN	2.43M	Jun 30, 26	-83.86K	2.32%
Penserra Capital Management LLC	1.61M	Jun 30, 26	+61.56K	1.54%
COHEN & STEERS, INC.	1.57M	Jun 30, 26	-75.00K	1.50%
BANK OF AMERICA CORP /DE/	1.55M	Jun 30, 26	+75.00K	1.48%
UBS Group AG	1.05M	Jun 30, 26	+72.70K	1.00%
Invesco Ltd.	699.93K	Jun 30, 26	-217.47K	0.67%
ROYAL BANK OF CANADA	680.44K	Jun 30, 26	+110.41K	0.65%
AMERIPRISE FINANCIAL INC	580.81K	Jun 30, 26	+460.35K	0.55%
LPL Financial LLC	464.98K	Jun 30, 26	-7.02K	0.44%
Rockefeller Capital Management L.P.	442.87K	Jun 30, 26	+24.85K	0.42%
STIFEL FINANCIAL CORP	401.72K	Jun 30, 26	-99.69K	0.38%
Advisors Asset Management, Inc.	384.29K	Jun 30, 26	+23.02K	0.37%
RAYMOND JAMES FINANCIAL INC	356.33K	Jun 30, 26	+17.80K	0.34%
Keebeck Wealth Management, LLC	351.98K	Jun 30, 26	--	0.34%
Cambridge Investment Research Advisors, Inc.	234.11K	Jun 30, 26	+4.50K	0.22%
Lido Advisors, LLC	189.56K	Jun 30, 26	+3.25K	0.18%
JANE STREET GROUP, LLC	124.51K	Jun 30, 26	+43.37K	0.12%
Integrated Wealth Concepts LLC	124.49K	Jun 30, 26	+27.09K	0.12%
Perennial Investment Advisors, LLC	114.61K	Jun 30, 26	+19.97K	0.11%
ADVISOR GROUP HOLDINGS, INC.	104.07K	Jun 30, 26	+12.48K	0.10%
PFG Investments, LLC	101.59K	Jun 30, 26	+4.00K	0.10%
Baird Financial Group, Inc.	90.49K	Jun 30, 26	+1.81K	0.09%
Aviance Capital Partners, LLC	88.41K	Jun 30, 26	+67.64K	0.08%
THRIVENT FINANCIAL FOR LUTHERANS	86.65K	Jun 30, 26	--	0.08%
Clearstead Advisors, LLC	83.42K	Jun 30, 26	--	0.08%
Cetera Investment Advisers	81.18K	Jun 30, 26	+8.64K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	80.88K	Jun 30, 26	+11.77K	0.08%
Janney Montgomery Scott LLC	80.20K	Jun 30, 26	+80.20K	0.08%
Formidable Asset Management, LLC	80.12K	Jun 30, 26	+14.20K	0.08%
FIRST TRUST ADVISORS LP	61.20K	Jun 30, 26	-43.19K	0.06%
WINEBRENNER CAPITAL MANAGEMENT LLC	57.00K	Jun 30, 26	+16.00K	0.05%
Bramshill Investments, LLC	51.27K	Jun 30, 26	+591	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	49.36K	Jun 30, 26	+1.45K	0.05%
CoreCap Advisors, LLC	48.15K	Jun 30, 26	+21.48K	0.05%
Mathes Company, Inc.	46.00K	Jun 30, 26	-22.25K	0.04%
Triumph Capital Management	43.44K	Jun 30, 26	+43.44K	0.04%
Summit Financial, LLC	42.40K	Jun 30, 26	+42.40K	0.04%
TD Capital Management LLC	37.47K	Jun 30, 26	+1.80K	0.04%
Vestmark Advisory Solutions, Inc.	35.85K	Jun 30, 26	-2.30K	0.03%
Mount Yale Investment Advisors, LLC	35.85K	Jun 30, 26	-2.30K	0.03%
Amplius Wealth Advisors, LLC	35.29K	Jun 30, 26	-331	0.03%
CI Private Wealth, LLC	34.65K	Jun 30, 26	+6.59K	0.03%
Joseph P. Lucia & Associates, LLC	33.55K	Jun 30, 26	+270	0.03%
Bison Wealth, LLC	33.08K	Jun 30, 26	+503	0.03%
OneAscent Family Office, LLC	31.26K	Jun 30, 26	+31.26K	0.03%
HighTower Advisors, LLC	29.22K	Jun 30, 26	+12.30K	0.03%
KINGSWOOD WEALTH ADVISORS, LLC	28.54K	Jun 30, 26	+3.54K	0.03%
Quantinno Capital Management LP	27.00K	Jun 30, 26	-14.23K	0.03%
ENVESTNET ASSET MANAGEMENT INC	26.33K	Jun 30, 26	+15.49K	0.03%
CAPTRUST FINANCIAL ADVISORS	24.50K	Jun 30, 26	--	0.02%
Prosperity Consulting Group, LLC	24.14K	Jun 30, 26	--	0.02%
NorthRock Partners, LLC	20.24K	Jun 30, 26	-1.04K	0.02%
NewEdge Advisors, LLC	19.83K	Jun 30, 26	+2.19K	0.02%
TRUIST FINANCIAL CORP	19.76K	Jun 30, 26	+19.76K	0.02%
OPPENHEIMER & CO INC	19.55K	Jun 30, 26	-410	0.02%
CITADEL ADVISORS LLC	19.41K	Jun 30, 26	-70.73K	0.02%
SeaCrest Wealth Management, LLC	18.10K	Jun 30, 26	+2.61K	0.02%
WEDBUSH SECURITIES INC	18.07K	Jun 30, 26	+247	0.02%
EAGLE ROCK INVESTMENT COMPANY, LLC	17.90K	Jun 30, 26	--	0.02%
Patriot Financial Group Insurance Agency, LLC	16.65K	Jun 30, 26	-16.65K	0.02%
TWO SIGMA SECURITIES, LLC	15.19K	Jun 30, 26	+15.19K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	14.41K	Jun 30, 26	--	0.01%
Confluence Wealth Services, Inc.	13.37K	Jun 30, 26	+13.37K	0.01%
Sovran Advisors, LLC	13.29K	Jun 30, 26	--	0.01%
StoneX Group Inc.	12.70K	Jun 30, 26	+12.70K	0.01%
FIRETHORN WEALTH PARTNERS, LLC	12.56K	Jun 30, 26	+12.56K	0.01%
MILLENNIUM MANAGEMENT LLC	12.24K	Jun 30, 26	-6.93K	0.01%
Private Advisor Group, LLC	12.21K	Jun 30, 26	+1.50K	0.01%
XTX Topco Ltd	12.01K	Jun 30, 26	+12.01K	0.01%
Creative Planning	11.69K	Jun 30, 26	-3.11K	0.01%
CALTON & ASSOCIATES, INC.	11.44K	Jun 30, 26	+373	0.01%
Mariner, LLC	10.46K	Jun 30, 26	+10.46K	0.01%
Virtu Financial LLC	10.33K	Jun 30, 26	+10.33K	0.01%
BlackRock, Inc.	9.56K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	9.53K	Jun 30, 26	-178	0.01%
Clear Street Group Inc.	9.51K	Jun 30, 26	+9.51K	0.01%
Steward Partners Investment Advisory, LLC	9.08K	Jun 30, 26	+2.31K	0.01%
Global Retirement Partners, LLC	7.24K	Jun 30, 26	+7.24K	0.01%
BROWN BROTHERS HARRIMAN & CO	5.50K	Jun 30, 26	--	0.01%
ASSETMARK, INC	5.37K	Jun 30, 26	--	0.01%
BOKF, NA	5.00K	Jun 30, 26	+5.00K	0.00%
PRIVATE TRUST CO NA	3.50K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	2.60K	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	2.31K	Jun 30, 26	-1.02K	0.00%
NBC SECURITIES, INC.	1.91K	Jun 30, 26	+63	0.00%
N.E.W. Advisory Services LLC	1.32K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1.30K	Jun 30, 26	+1.30K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.30K	Jun 30, 26	+1.05K	0.00%
CULLEN/FROST BANKERS, INC.	1.25K	Jun 30, 26	--	0.00%
WPG Advisers, LLC	1.03K	Jun 30, 26	-469	0.00%
Founders Capital Management	900	Jun 30, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	876	Jun 30, 26	--	0.00%
CUSTOM INDEX SYSTEMS, LLC	859	Jun 30, 26	+859	0.00%
JPMORGAN CHASE & CO	825	Jun 30, 26	+825	0.00%
BRYN MAWR TRUST Co	700	Jun 30, 26	--	0.00%
Osbon Capital Management LLC	669	Jun 30, 26	+669	0.00%
North Star Investment Management Corp.	500	Jun 30, 26	+500	0.00%
Institute for Wealth Management, LLC.	450	Jun 30, 26	+450	0.00%
Reyes Financial Architecture, Inc.	337	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	250	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	228	Jun 30, 26	+228	0.00%
HARBOUR INVESTMENTS, INC.	200	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	95	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-10	--
HRT FINANCIAL LP	--	Jun 30, 26	-18.17K	--
Sanctuary Advisors, LLC	--	Jun 30, 26	-21.23K	--
Walkner Condon Financial Advisors LLC	--	Jun 30, 26	-17.61K	--
Camelot Portfolios, LLC	--	Jun 30, 26	-19.50K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-2.08K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-12.80K	--
Root Financial Partners, LLC	--	Jun 30, 26	-771	--
CHOREO, LLC	--	Jun 30, 26	-11.81K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-48.84K	--
Advisory Services Network, LLC	--	Jun 30, 26	-9.01K	--
CWM, LLC	127.77K	Mar 31, 26	+57.48K	0.12%
JOURNEY STRATEGIC WEALTH LLC	10.00K	Mar 31, 26	--	0.01%
Anfield Capital Management, LLC	3.67K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	3.13K	Mar 31, 26	+1.97K	0.00%
COMERICA BANK	9.91K	Dec 31, 25	-1.10K	0.01%
Cutter & CO Brokerage, Inc.	--	Mar 31, 25	-10.41K	--
RAYMOND JAMES & ASSOCIATES	135.96K	Sep 30, 24	+20.51K	0.13%
Raymond James Financial Services Advisors, Inc.	21.24K	Sep 30, 24	+2.68K	0.02%
RAYMOND JAMES TRUST N.A.	13.93K	Sep 30, 24	-10.00K	0.01%
Flow State Investments, L.P.	--	Sep 30, 24	-30.85K	--
BlackRock Inc.	5.00K	Jun 30, 24	-1	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-123.61K	--
Cetera Advisor Networks LLC	60.53K	Mar 31, 24	+39.35K	0.06%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	12.31K	Mar 31, 24	+12.31K	0.01%
ADVISOR PARTNERS II, LLC	549.79K	Sep 30, 23	+549.79K	0.52%
BOENNING & SCATTERGOOD, INC.	--	Dec 31, 22	-16.00K	--
Hightower 6M Holding, LLC	78.97K	Sep 30, 22	-10.71K	0.08%
Covington Capital Management	42.73K	Sep 30, 22	--	0.04%
MUFG Americas Holdings Corp	2.50K	Sep 30, 22	+2.50K	0.00%
Strategic Asset Management, LLC	1.15K	Sep 30, 22	--	0.00%
American Portfolios Advisors	500	Sep 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	862.49K	Mar 31, 22	+150.66K	0.82%
Barrett Asset Management, LLC	--	Mar 31, 22	-2.00K	--

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Holder

Date

Change

% Held

MORGAN STANLEY

3.60M

Jun 30, 26

-756.68K

3.44%

WELLS FARGO & COMPANY/MN

2.43M

Jun 30, 26

-83.86K

2.32%

Penserra Capital Management LLC

1.61M

Jun 30, 26

+61.56K

1.54%

COHEN & STEERS, INC.

1.57M

Jun 30, 26

-75.00K

1.50%

BANK OF AMERICA CORP /DE/

1.55M

Jun 30, 26

+75.00K

1.48%

UBS Group AG

1.05M

Jun 30, 26

+72.70K

1.00%

Invesco Ltd.

699.93K

Jun 30, 26

-217.47K

0.67%

ROYAL BANK OF CANADA

680.44K

Jun 30, 26

+110.41K

0.65%

AMERIPRISE FINANCIAL INC

580.81K

Jun 30, 26

+460.35K

0.55%

LPL Financial LLC

464.98K

Jun 30, 26

-7.02K

0.44%

Rockefeller Capital Management L.P.

442.87K

Jun 30, 26

+24.85K

0.42%

STIFEL FINANCIAL CORP

401.72K

Jun 30, 26

-99.69K

0.38%

Advisors Asset Management, Inc.

384.29K

Jun 30, 26

+23.02K

0.37%

RAYMOND JAMES FINANCIAL INC

356.33K

Jun 30, 26

+17.80K

0.34%

Keebeck Wealth Management, LLC

351.98K

Jun 30, 26

0.34%

Cambridge Investment Research Advisors, Inc.

234.11K

Jun 30, 26

+4.50K

0.22%

Lido Advisors, LLC

189.56K

Jun 30, 26

+3.25K

0.18%

JANE STREET GROUP, LLC

124.51K

Jun 30, 26

+43.37K

0.12%

Integrated Wealth Concepts LLC

124.49K

Jun 30, 26

+27.09K

0.12%

Perennial Investment Advisors, LLC

114.61K

Jun 30, 26

+19.97K

0.11%

ADVISOR GROUP HOLDINGS, INC.

104.07K

Jun 30, 26

+12.48K

0.10%

PFG Investments, LLC

101.59K

Jun 30, 26

+4.00K

0.10%

Baird Financial Group, Inc.

90.49K

Jun 30, 26

+1.81K

0.09%

Aviance Capital Partners, LLC

88.41K

Jun 30, 26

+67.64K

0.08%

THRIVENT FINANCIAL FOR LUTHERANS

86.65K

Jun 30, 26

0.08%

Clearstead Advisors, LLC

83.42K

Jun 30, 26

0.08%

Cetera Investment Advisers

81.18K

Jun 30, 26

+8.64K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

80.88K

Jun 30, 26

+11.77K

0.08%

Janney Montgomery Scott LLC

80.20K

Jun 30, 26

+80.20K

0.08%

Formidable Asset Management, LLC

80.12K

Jun 30, 26

+14.20K

0.08%

FIRST TRUST ADVISORS LP

61.20K

Jun 30, 26

-43.19K

0.06%

WINEBRENNER CAPITAL MANAGEMENT LLC

57.00K

Jun 30, 26

+16.00K

0.05%

Bramshill Investments, LLC

51.27K

Jun 30, 26

+591

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

49.36K

Jun 30, 26

+1.45K

0.05%

CoreCap Advisors, LLC

48.15K

Jun 30, 26

+21.48K

0.05%

Mathes Company, Inc.

46.00K

Jun 30, 26

-22.25K

0.04%

Triumph Capital Management

43.44K

Jun 30, 26

+43.44K

0.04%

Summit Financial, LLC

42.40K

Jun 30, 26

+42.40K

0.04%

TD Capital Management LLC

37.47K

Jun 30, 26

+1.80K

0.04%

Vestmark Advisory Solutions, Inc.

35.85K

Jun 30, 26

-2.30K

0.03%

Mount Yale Investment Advisors, LLC

35.85K

Jun 30, 26

-2.30K

0.03%

Amplius Wealth Advisors, LLC

35.29K

Jun 30, 26

-331

0.03%

CI Private Wealth, LLC

34.65K

Jun 30, 26

+6.59K

0.03%

Joseph P. Lucia & Associates, LLC

33.55K

Jun 30, 26

+270

0.03%

Bison Wealth, LLC

33.08K

Jun 30, 26

+503

0.03%

OneAscent Family Office, LLC

31.26K

Jun 30, 26

+31.26K

0.03%

HighTower Advisors, LLC

29.22K

Jun 30, 26

+12.30K

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

28.54K

Jun 30, 26

+3.54K

0.03%

Quantinno Capital Management LP

27.00K

Jun 30, 26

-14.23K

0.03%

ENVESTNET ASSET MANAGEMENT INC

26.33K

Jun 30, 26

+15.49K

0.03%

CAPTRUST FINANCIAL ADVISORS

24.50K

Jun 30, 26

0.02%

Prosperity Consulting Group, LLC

24.14K

Jun 30, 26

0.02%

NorthRock Partners, LLC

20.24K

Jun 30, 26

-1.04K

0.02%

NewEdge Advisors, LLC

19.83K

Jun 30, 26

+2.19K

0.02%

TRUIST FINANCIAL CORP

19.76K

Jun 30, 26

+19.76K

0.02%

OPPENHEIMER & CO INC

19.55K

Jun 30, 26

-410

0.02%

CITADEL ADVISORS LLC

19.41K

Jun 30, 26

-70.73K

0.02%

SeaCrest Wealth Management, LLC

18.10K

Jun 30, 26

+2.61K

0.02%

WEDBUSH SECURITIES INC

18.07K

Jun 30, 26

+247

0.02%

EAGLE ROCK INVESTMENT COMPANY, LLC

17.90K

Jun 30, 26

0.02%

Patriot Financial Group Insurance Agency, LLC

16.65K

Jun 30, 26

-16.65K

0.02%

TWO SIGMA SECURITIES, LLC

15.19K

Jun 30, 26

+15.19K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

14.41K

Jun 30, 26

0.01%

Confluence Wealth Services, Inc.

13.37K

Jun 30, 26

+13.37K

0.01%

Sovran Advisors, LLC

13.29K

Jun 30, 26

0.01%

StoneX Group Inc.

12.70K

Jun 30, 26

+12.70K

0.01%

FIRETHORN WEALTH PARTNERS, LLC

12.56K

Jun 30, 26

+12.56K

0.01%

MILLENNIUM MANAGEMENT LLC

12.24K

Jun 30, 26

-6.93K

0.01%

Private Advisor Group, LLC

12.21K

Jun 30, 26

+1.50K

0.01%

XTX Topco Ltd

12.01K

Jun 30, 26

+12.01K

0.01%

Creative Planning

11.69K

Jun 30, 26

-3.11K

0.01%

CALTON & ASSOCIATES, INC.

11.44K

Jun 30, 26

+373

0.01%

Mariner, LLC

10.46K

Jun 30, 26

+10.46K

0.01%

Virtu Financial LLC

10.33K

Jun 30, 26

+10.33K

0.01%

BlackRock, Inc.

9.56K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

9.53K

Jun 30, 26

-178

0.01%

Clear Street Group Inc.

9.51K

Jun 30, 26

+9.51K

0.01%

Steward Partners Investment Advisory, LLC

9.08K

Jun 30, 26

+2.31K

0.01%

Global Retirement Partners, LLC

7.24K

Jun 30, 26

+7.24K

0.01%

BROWN BROTHERS HARRIMAN & CO

5.50K

Jun 30, 26

0.01%

ASSETMARK, INC

5.37K

Jun 30, 26

0.01%

BOKF, NA

5.00K

Jun 30, 26

+5.00K

0.00%

PRIVATE TRUST CO NA

3.50K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

2.60K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

2.31K

Jun 30, 26

-1.02K

0.00%

NBC SECURITIES, INC.

1.91K

Jun 30, 26

+63

0.00%

N.E.W. Advisory Services LLC

1.32K

Jun 30, 26

0.00%

IFP Advisors, Inc

1.30K

Jun 30, 26

+1.30K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.30K

Jun 30, 26

+1.05K

0.00%

CULLEN/FROST BANKERS, INC.

1.25K

Jun 30, 26

0.00%

WPG Advisers, LLC

1.03K

Jun 30, 26

-469

0.00%

Founders Capital Management

900

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

876

Jun 30, 26

0.00%

CUSTOM INDEX SYSTEMS, LLC

859

Jun 30, 26

+859

0.00%

JPMORGAN CHASE & CO

825

Jun 30, 26

+825

0.00%

BRYN MAWR TRUST Co

700

Jun 30, 26

0.00%

Osbon Capital Management LLC

669

Jun 30, 26

+669

0.00%

North Star Investment Management Corp.

500

Jun 30, 26

+500

0.00%

Institute for Wealth Management, LLC.

450

Jun 30, 26

+450

0.00%

Reyes Financial Architecture, Inc.

337

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

250

Jun 30, 26

0.00%

BESSEMER GROUP INC

228

Jun 30, 26

+228

0.00%

HARBOUR INVESTMENTS, INC.

200

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-10

HRT FINANCIAL LP

Jun 30, 26

-18.17K

Sanctuary Advisors, LLC

Jun 30, 26

-21.23K

Walkner Condon Financial Advisors LLC

Jun 30, 26

-17.61K

Camelot Portfolios, LLC

Jun 30, 26

-19.50K

Tower Research Capital LLC (TRC)

Jun 30, 26

-2.08K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-12.80K

Root Financial Partners, LLC

Jun 30, 26

-771

CHOREO, LLC

Jun 30, 26

-11.81K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-48.84K

Advisory Services Network, LLC

Jun 30, 26

-9.01K

CWM, LLC

127.77K

Mar 31, 26

+57.48K

0.12%

JOURNEY STRATEGIC WEALTH LLC

10.00K

Mar 31, 26

0.01%

Anfield Capital Management, LLC

3.67K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

3.13K

Mar 31, 26

+1.97K

0.00%

COMERICA BANK

9.91K

Dec 31, 25

-1.10K

0.01%

Cutter & CO Brokerage, Inc.

Mar 31, 25

-10.41K

RAYMOND JAMES & ASSOCIATES

135.96K

Sep 30, 24

+20.51K

0.13%

Raymond James Financial Services Advisors, Inc.

21.24K

Sep 30, 24

+2.68K

0.02%

RAYMOND JAMES TRUST N.A.

13.93K

Sep 30, 24

-10.00K

0.01%

Flow State Investments, L.P.

Sep 30, 24

-30.85K

BlackRock Inc.

5.00K

Jun 30, 24

-1

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-123.61K

Cetera Advisor Networks LLC

60.53K

Mar 31, 24

+39.35K

0.06%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

12.31K

Mar 31, 24

+12.31K

0.01%

ADVISOR PARTNERS II, LLC

549.79K

Sep 30, 23

+549.79K

0.52%

BOENNING & SCATTERGOOD, INC.

Dec 31, 22

-16.00K

Hightower 6M Holding, LLC

78.97K

Sep 30, 22

-10.71K

0.08%

Covington Capital Management

42.73K

Sep 30, 22

0.04%

MUFG Americas Holdings Corp

2.50K

Sep 30, 22

+2.50K

0.00%

Strategic Asset Management, LLC

1.15K

Sep 30, 22

0.00%

American Portfolios Advisors

500

Sep 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

862.49K

Mar 31, 22

+150.66K

0.82%

Barrett Asset Management, LLC

Mar 31, 22

-2.00K