CDL(CDL)
CDL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 617.13K | Jun 30, 26 | -1.30K | 12.50% |
| ATLANTIC FAMILY WEALTH, LLC | 381.02K | Jun 30, 26 | +6.05K | 7.72% |
| BANK OF AMERICA CORP /DE/ | 262.37K | Jun 30, 26 | -5.67K | 5.31% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 213.49K | Jun 30, 26 | +6.25K | 4.32% |
| LPL Financial LLC | 156.68K | Jun 30, 26 | +4.24K | 3.17% |
| HighTower Advisors, LLC | 106.79K | Jun 30, 26 | -5.97K | 2.16% |
| Summit Financial, LLC | 106.38K | Jun 30, 26 | +7.84K | 2.15% |
| JONES FINANCIAL COMPANIES LLLP | 95.64K | Jun 30, 26 | +9.21K | 1.94% |
| AMERIPRISE FINANCIAL INC | 93.81K | Jun 30, 26 | -7.41K | 1.90% |
| Integrated Wealth Concepts LLC | 49.39K | Jun 30, 26 | +7.41K | 1.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 48.40K | Jun 30, 26 | -1.44K | 0.98% |
| Vise Technologies, Inc. | 44.35K | Jun 30, 26 | +44.35K | 0.90% |
| NewEdge Advisors, LLC | 44.10K | Jun 30, 26 | -4.28K | 0.89% |
| COMMONWEALTH EQUITY SERVICES, LLC | 42.78K | Jun 30, 26 | -500 | 0.87% |
| GOLDMAN SACHS GROUP INC | 40.31K | Jun 30, 26 | -- | 0.82% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.61K | Jun 30, 26 | +24.56K | 0.76% |
| RAYMOND JAMES FINANCIAL INC | 33.98K | Jun 30, 26 | -2.07K | 0.69% |
| WELLS FARGO & COMPANY/MN | 30.91K | Jun 30, 26 | -950 | 0.63% |
| TRUIST FINANCIAL CORP | 27.51K | Jun 30, 26 | -193 | 0.56% |
| Private Advisor Group, LLC | 24.99K | Jun 30, 26 | -1.02K | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 22.08K | Jun 30, 26 | +2.19K | 0.45% |
| Fifth Third Wealth Advisors LLC | 19.52K | Jun 30, 26 | +2.99K | 0.40% |
| ROYAL BANK OF CANADA | 17.84K | Jun 30, 26 | -1.07K | 0.36% |
| UBS Group AG | 17.73K | Jun 30, 26 | -71 | 0.36% |
| Sloy Dahl & Holst, LLC | 17.67K | Jun 30, 26 | +3 | 0.36% |
| Rockefeller Capital Management L.P. | 16.68K | Jun 30, 26 | -531 | 0.34% |
| Cambridge Investment Research Advisors, Inc. | 14.54K | Jun 30, 26 | -84 | 0.29% |
| Smith Thornton Advisors LLC | 14.34K | Jun 30, 26 | -511 | 0.29% |
| Investors Research Corp | 13.39K | Jun 30, 26 | -2.43K | 0.27% |
| VICUS CAPITAL | 8.42K | Jun 30, 26 | -89 | 0.17% |
| Creative Planning | 7.81K | Jun 30, 26 | -594 | 0.16% |
| Cetera Investment Advisers | 6.42K | Jun 30, 26 | +6.42K | 0.13% |
| Stratos Wealth Partners, LTD. | 5.93K | Jun 30, 26 | +4 | 0.12% |
| YARGER WEALTH STRATEGIES, LLC | 5.87K | Jun 30, 26 | +44 | 0.12% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 5.68K | Jun 30, 26 | -- | 0.12% |
| SageView Advisory Group, LLC | 5.19K | Jun 30, 26 | -593 | 0.11% |
| Western Wealth Management, LLC | 5.13K | Jun 30, 26 | +3 | 0.10% |
| FIFTH THIRD BANCORP | 4.71K | Jun 30, 26 | -100 | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 4.46K | Jun 30, 26 | +947 | 0.09% |
| Rossmore Private Capital | 4.22K | Jun 30, 26 | -- | 0.09% |
| Concurrent Investment Advisors, LLC | 4.12K | Jun 30, 26 | +4 | 0.08% |
| North Star Investment Management Corp. | 3.73K | Jun 30, 26 | -- | 0.08% |
| Nuveen, LLC | 3.42K | Jun 30, 26 | +3.42K | 0.07% |
| Eagle Bay Advisors LLC | 3.34K | Jun 30, 26 | +27 | 0.07% |
| SEI INVESTMENTS CO | 3.34K | Jun 30, 26 | -- | 0.07% |
| Keystone Financial Group | 3.00K | Jun 30, 26 | -- | 0.06% |
| IHT Wealth Management, LLC | 2.85K | Jun 30, 26 | -327 | 0.06% |
| NICOLET BANKSHARES INC | 2.77K | Jun 30, 26 | +2.77K | 0.06% |
| EverSource Wealth Advisors, LLC | 2.41K | Jun 30, 26 | +20 | 0.05% |
| Golden State Wealth Management, LLC | 1.95K | Jun 30, 26 | -1.16K | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.58K | Jun 30, 26 | +1.58K | 0.03% |
| PRIVATE TRUST CO NA | 1.31K | Jun 30, 26 | -- | 0.03% |
| FMR LLC | 748 | Jun 30, 26 | +7 | 0.02% |
| SRS Capital Advisors, Inc. | 556 | Jun 30, 26 | +556 | 0.01% |
| JPMORGAN CHASE & CO | 462 | Jun 30, 26 | -37 | 0.01% |
| ALBION FINANCIAL GROUP /UT | 300 | Jun 30, 26 | -- | 0.01% |
| KELLEHER FINANCIAL ADVISORS | 280 | Jun 30, 26 | +140 | 0.01% |
| US BANCORP \DE\ | 254 | Jun 30, 26 | -- | 0.01% |
| SIGNATUREFD, LLC | 245 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 233 | Jun 30, 26 | -- | 0.00% |
| Regatta Research & Money Management | 158 | Jun 30, 26 | +158 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 60 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 60 | Jun 30, 26 | -2 | 0.00% |
| Russell Investments Group, Ltd. | 15 | Jun 30, 26 | +1 | 0.00% |
| ASSETMARK, INC | 1 | Jun 30, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -11.78K | -- |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -950 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -735 | -- |
| COMERICA BANK | 5.04K | Dec 31, 25 | -28 | 0.10% |
| TAP Consulting, LLC | 106.48K | Dec 31, 24 | +891 | 2.16% |
| Raymond James Financial Services Advisors, Inc. | 20.92K | Sep 30, 24 | -252 | 0.42% |
| RAYMOND JAMES & ASSOCIATES | 20.44K | Sep 30, 24 | -395 | 0.41% |
| Peterson Financial Group, Inc. | 3 | Sep 30, 24 | +3 | 0.00% |
| Cetera Advisor Networks LLC | -- | Mar 31, 24 | -4.85K | -- |
| Baystate Wealth Management LLC | 274 | Dec 31, 23 | +4 | 0.01% |
| NEXT Financial Group, Inc | 152 | Dec 31, 21 | -- | 0.00% |
| Advisor Group, Inc. | 21.87K | Dec 31, 19 | -72.18K | 0.44% |
| BB&T SECURITIES, LLC | 8.03K | Sep 30, 19 | -- | 0.16% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 217 | Sep 30, 19 | -- | 0.00% |
| MSI Financial Services Inc | 1.90K | Dec 31, 16 | -3.85K | 0.04% |
| SOCIETE GENERALE | 44.90K | Jun 30, 16 | +44.90K | 0.91% |