Calamos Convertible and High Income Fund(CHY)

$12.71▲0.36 (2.92%)

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Calamos Convertible and High Income Fund(CHY)

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$12.71▲0.36 (2.92%)

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CHY(CHY)

CHY

Overview Intelligence Chart History Fundmntls TTM Earnings Growth Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 211 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.44M	Mar 31, 26	-35.01K	1.80%
WELLS FARGO & COMPANY/MN	1.30M	Mar 31, 26	+20.12K	1.62%
BANK OF AMERICA CORP /DE/	1.26M	Mar 31, 26	+20.87K	1.56%
MORGAN STANLEY	973.59K	Mar 31, 26	+30.23K	1.21%
GUGGENHEIM CAPITAL LLC	727.22K	Mar 31, 26	+7.94K	0.91%
Pacific Wealth Strategies Group, Inc.	546.23K	Mar 31, 26	-33.87K	0.68%
COHEN & STEERS, INC.	502.48K	Mar 31, 26	+122.50K	0.63%
RAYMOND JAMES FINANCIAL INC	337.02K	Mar 31, 26	+30.31K	0.42%
Advisors Asset Management, Inc.	312.12K	Mar 31, 26	+73.00K	0.39%
ADVISOR GROUP HOLDINGS, INC.	301.15K	Mar 31, 26	+18.53K	0.37%
GREATMARK INVESTMENT PARTNERS, INC.	296.19K	Mar 31, 26	+13.30K	0.37%
Cornerstone Advisory, LLC	278.50K	Mar 31, 26	-85.96K	0.35%
ROYAL BANK OF CANADA	230.85K	Mar 31, 26	-20.10K	0.29%
DUMONT & BLAKE INVESTMENT ADVISORS LLC	221.01K	Mar 31, 26	-7.65K	0.28%
Morse Asset Management, Inc	211.38K	Mar 31, 26	+1.87K	0.26%
UBS Group AG	183.82K	Mar 31, 26	+42.22K	0.23%
CI Private Wealth, LLC	170.93K	Mar 31, 26	+39.70K	0.21%
COMMONWEALTH EQUITY SERVICES, LLC	163.14K	Mar 31, 26	+1.64K	0.20%
Cambridge Investment Research Advisors, Inc.	155.61K	Mar 31, 26	+18.65K	0.19%
Cetera Investment Advisers	149.38K	Mar 31, 26	+18.04K	0.19%
Janney Montgomery Scott LLC	117.18K	Mar 31, 26	-2.97K	0.15%
Baird Financial Group, Inc.	116.47K	Mar 31, 26	+24.12K	0.14%
KESTRA PRIVATE WEALTH SERVICES, LLC	111.14K	Mar 31, 26	-4.34K	0.14%
AMERIPRISE FINANCIAL INC	109.19K	Mar 31, 26	-19.32K	0.14%
Mariner, LLC	101.65K	Mar 31, 26	-28.72K	0.13%
Kestra Advisory Services, LLC	88.48K	Mar 31, 26	+55.59K	0.11%
Shaker Financial Services, LLC	82.62K	Mar 31, 26	+82.62K	0.10%
Beacon Pointe Advisors, LLC	74.89K	Mar 31, 26	+33.88K	0.09%
Rockefeller Capital Management L.P.	74.13K	Mar 31, 26	-1.42K	0.09%
Atomi Financial Group, Inc.	72.28K	Mar 31, 26	+5.60K	0.09%
NewEdge Advisors, LLC	69.98K	Mar 31, 26	-12.18K	0.09%
BURNS J W & CO INC/NY	66.33K	Mar 31, 26	-15.97K	0.08%
Cadent Capital Advisors, LLC	62.00K	Mar 31, 26	+7.00K	0.08%
PFG Investments, LLC	61.23K	Mar 31, 26	+24.28K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	60.69K	Mar 31, 26	+4.67K	0.08%
STIFEL FINANCIAL CORP	59.75K	Mar 31, 26	-3.66K	0.07%
MILLENNIUM MANAGEMENT LLC	59.04K	Mar 31, 26	+59.04K	0.07%
Samalin Investment Counsel, LLC	56.63K	Mar 31, 26	+1.20K	0.07%
Stratos Wealth Partners, LTD.	54.50K	Mar 31, 26	-6.35K	0.07%
RMB Capital Management, LLC	51.65K	Mar 31, 26	--	0.06%
Legacy Wealth Management, LLC / MS	51.09K	Mar 31, 26	+177	0.06%
Apollon Wealth Management, LLC	49.00K	Mar 31, 26	-35.62K	0.06%
Kingsview Wealth Management, LLC	39.34K	Mar 31, 26	+39.34K	0.05%
NATIONAL BANK OF CANADA /FI/	38.25K	Mar 31, 26	-900	0.05%
JANE STREET GROUP, LLC	37.47K	Mar 31, 26	+13.75K	0.05%
TRUIST FINANCIAL CORP	36.48K	Mar 31, 26	--	0.05%
Chancellor Financial Group WB LP	36.48K	Mar 31, 26	+871	0.05%
LifeWealth Investments, LLC	34.99K	Mar 31, 26	+3.25K	0.04%
Steward Partners Investment Advisory, LLC	32.20K	Mar 31, 26	+14.50K	0.04%
D.A. DAVIDSON & CO.	31.96K	Mar 31, 26	+269	0.04%
MKT Advisors LLC	31.04K	Mar 31, 26	-5.42K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	30.53K	Mar 31, 26	-1.83K	0.04%
Autumn Glory Partners, LLC	30.00K	Mar 31, 26	--	0.04%
HRT FINANCIAL LP	29.43K	Mar 31, 26	+29.43K	0.04%
Colony Group, LLC	29.26K	Mar 31, 26	+801	0.04%
Bison Wealth, LLC	27.26K	Mar 31, 26	+5.76K	0.03%
Prospera Financial Services Inc	26.80K	Mar 31, 26	-1.00K	0.03%
SHEETS SMITH WEALTH MANAGEMENT	26.68K	Mar 31, 26	--	0.03%
OPPENHEIMER & CO INC	26.25K	Mar 31, 26	+11.01K	0.03%
Graves Light Lenhart Wealth, Inc.	23.83K	Mar 31, 26	--	0.03%
Chicago Partners Investment Group LLC	23.79K	Mar 31, 26	+428	0.03%
DAVENPORT & Co LLC	23.74K	Mar 31, 26	-3.47K	0.03%
WEDBUSH SECURITIES INC	23.55K	Mar 31, 26	+23.55K	0.03%
SOL Capital Management CO	21.21K	Mar 31, 26	+21.21K	0.03%
Concurrent Investment Advisors, LLC	21.05K	Mar 31, 26	-1.12K	0.03%
Meridian Wealth Management, LLC	20.51K	Mar 31, 26	+335	0.03%
MML INVESTORS SERVICES, LLC	20.35K	Mar 31, 26	+31	0.03%
PATTEN & PATTEN INC/TN	19.69K	Mar 31, 26	+491	0.02%
Prime Capital Investment Advisors, LLC	19.18K	Mar 31, 26	--	0.02%
XTX Topco Ltd	19.08K	Mar 31, 26	+19.08K	0.02%
Mirador Capital Partners LP	18.72K	Mar 31, 26	+348	0.02%
Cerity Partners LLC	18.09K	Mar 31, 26	+301	0.02%
Oxbow Advisors, LLC	17.50K	Mar 31, 26	--	0.02%
ENVESTNET ASSET MANAGEMENT INC	17.36K	Mar 31, 26	-1.19K	0.02%
MELFA WEALTH MANAGEMENT, LLC	17.10K	Mar 31, 26	--	0.02%
Summit Financial Strategies, Inc.	16.49K	Mar 31, 26	--	0.02%
EP Wealth Advisors, LLC	16.49K	Mar 31, 26	--	0.02%
INSIGNEO ADVISORY SERVICES, LLC	16.03K	Mar 31, 26	--	0.02%
PKS Advisory Services, LLC	15.04K	Mar 31, 26	+319	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	14.75K	Mar 31, 26	+553	0.02%
WOLVERINE ASSET MANAGEMENT LLC	14.53K	Mar 31, 26	+14.53K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13.16K	Mar 31, 26	-6.02K	0.02%
Spire Wealth Management	12.46K	Mar 31, 26	-849	0.02%
CWM, LLC	12.10K	Mar 31, 26	+1.64K	0.02%
Creative Planning	11.97K	Mar 31, 26	+11.97K	0.01%
Zhang Financial LLC	11.85K	Mar 31, 26	+11.85K	0.01%
Allworth Financial LP	11.48K	Mar 31, 26	--	0.01%
BENJAMIN EDWARDS INC	10.90K	Mar 31, 26	+400	0.01%
Stonebrook Private Inc.	10.87K	Mar 31, 26	+273	0.01%
Virtu Financial LLC	10.87K	Mar 31, 26	+10.87K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	10.77K	Mar 31, 26	--	0.01%
Tandem Investment Partners LLC	10.26K	Mar 31, 26	+10.26K	0.01%
NOMURA HOLDINGS INC	10.00K	Mar 31, 26	+10.00K	0.01%
HARBOUR INVESTMENTS, INC.	8.92K	Mar 31, 26	+6.92K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	8.90K	Mar 31, 26	--	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.88K	Mar 31, 26	-433	0.01%
GHP Investment Advisors, Inc.	5.41K	Mar 31, 26	--	0.01%
Burk Holdings LLC	5.30K	Mar 31, 26	+5.30K	0.01%
AMERIFLEX GROUP, INC.	4.30K	Mar 31, 26	+4.30K	0.01%
MAI Capital Management	4.27K	Mar 31, 26	+107	0.01%
PRIVATE TRUST CO NA	3.90K	Mar 31, 26	--	0.00%
US BANCORP \DE\	3.50K	Mar 31, 26	--	0.00%
BlackRock, Inc.	3.30K	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	2.94K	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	2.64K	Mar 31, 26	+64	0.00%
IFG Advisory, LLC	2.60K	Mar 31, 26	+2.60K	0.00%
Colonial Trust Co / SC	2.20K	Mar 31, 26	+2.20K	0.00%
HAZLETT, BURT & WATSON, INC.	2.10K	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	2.00K	Mar 31, 26	-850	0.00%
FIFTH THIRD BANCORP	1.80K	Mar 31, 26	+1.80K	0.00%
Geneos Wealth Management Inc.	1.54K	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	1.51K	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	1.36K	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	1.30K	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	1.25K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	1.02K	Mar 31, 26	--	0.00%
N.E.W. Advisory Services LLC	1.01K	Mar 31, 26	-991	0.00%
BRYN MAWR TRUST Co	1.00K	Mar 31, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	950	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	637	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	555	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	513	Mar 31, 26	+513	0.00%
Fortis Group Advisors, LLC	500	Mar 31, 26	--	0.00%
CX Institutional	469	Mar 31, 26	+11	0.00%
ST GERMAIN D J CO INC	395	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	328	Mar 31, 26	+328	0.00%
HIGHLINE WEALTH PARTNERS LLC	250	Mar 31, 26	-145	0.00%
Osbon Capital Management LLC	209	Mar 31, 26	+209	0.00%
Golden State Wealth Management, LLC	111	Mar 31, 26	+3	0.00%
Boreal Capital Management LLC	1	Mar 31, 26	+1	0.00%
CoreCap Advisors, LLC	--	Mar 31, 26	-3.05K	--
Koss-Olinger Consulting, LLC	--	Mar 31, 26	-10.00K	--
Millstone Evans Group, LLC	--	Mar 31, 26	-600	--
Navis Wealth Advisors, LLC	--	Mar 31, 26	-69.33K	--
Arlington Capital Management, Inc.	--	Mar 31, 26	-48.77K	--
Key FInancial Inc	--	Mar 31, 26	-50	--
Sage Capital Management, LLC	--	Mar 31, 26	-13.00K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-35.63K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-324	--
Penserra Capital Management LLC	--	Mar 31, 26	-705.21K	--
GREENBERG FINANCIAL GROUP	201.22K	Dec 31, 25	+201.22K	0.25%
VERUS CAPITAL PARTNERS, LLC	18.09K	Dec 31, 25	-1.35K	0.02%
CIBC Private Wealth Group, LLC	5.83K	Dec 31, 25	+3.92K	0.01%
COMERICA BANK	3.01K	Dec 31, 25	-604	0.00%
ORG Partners LLC	1.50K	Dec 31, 25	--	0.00%
Stephens Consulting, LLC	600	Dec 31, 25	--	0.00%
L.M. KOHN & COMPANY	--	Sep 30, 25	-22.02K	--
Financial Advocates Investment Management	--	Sep 30, 25	-24.07K	--
Atria Wealth Solutions, Inc.	25.10K	Jun 30, 25	+1.96K	0.03%
TFG Advisers LLC	14.33K	Jun 30, 25	-254	0.02%
AVANTAX ADVISORY SERVICES, INC.	11.40K	Jun 30, 25	-698	0.01%
First Horizon Advisors, Inc.	1.00K	Jun 30, 25	--	0.00%
COOK WEALTH MANAGEMENT GROUP LLC	21.21K	Mar 31, 25	+597	0.03%
Geller Advisors LLC	119.59K	Dec 31, 24	--	0.15%
Bison Wealth, LLC	23.24K	Dec 31, 24	-1.42K	0.03%
Sugarloaf Wealth Management, LLC	2.25K	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	158.95K	Sep 30, 24	+4.81K	0.20%
Raymond James Financial Services Advisors, Inc.	115.94K	Sep 30, 24	+997	0.14%
RAYMOND JAMES TRUST N.A.	20.89K	Sep 30, 24	--	0.03%
TNF LLC	16.21K	Sep 30, 24	+86	0.02%
FinTrust Capital Advisors, LLC	698	Sep 30, 24	+698	0.00%
ICA Group Wealth Management, LLC	114.58K	Jun 30, 24	-4.32K	0.14%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	4.73K	Jun 30, 24	+48	0.01%
Cetera Advisor Networks LLC	40.45K	Mar 31, 24	+5.55K	0.05%
Connectus Wealth, LLC	34.31K	Mar 31, 24	+2.35K	0.04%
Cetera Advisors LLC	14.00K	Mar 31, 24	+14.00K	0.02%
Steward Financial Group LLC	300	Sep 30, 23	+300	0.00%
Endurance Wealth Management, Inc.	1.22K	Jun 30, 23	--	0.00%
OTA Financial Group L.P.	--	Jun 30, 23	-29.80K	--
Ahrens Investment Partners LLC	1.61K	Mar 31, 23	+1.61K	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	318.38K	Sep 30, 22	+7.33K	0.40%
American Portfolios Advisors	9.27K	Sep 30, 22	+15	0.01%
FourThought Financial, LLC	1.16K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-950	--
NEXT Financial Group, Inc	2.26K	Dec 31, 21	--	0.00%
REILLY FINANCIAL ADVISORS, LLC	--	Dec 31, 21	-35	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	57.55K	Sep 30, 21	+698	0.07%
20/20 Capital Management, Inc.	93.30K	Jun 30, 21	-6.75K	0.12%
Hoover Financial Advisors, Inc.	1.00K	Jun 30, 21	+1.00K	0.00%
Reby Advisors, LLC	2.39K	Dec 31, 20	+2.39K	0.00%
FRONTIER INVESTMENT MGMT CO	--	Jun 30, 20	-21.20K	--
Advisor Group, Inc.	249.65K	Dec 31, 19	-16.31K	0.31%
LADENBURG THALMANN FINANCIAL SERVICES INC.	99.31K	Dec 31, 19	+409	0.12%
IFC Holdings Incorporated/FL	29.04K	Dec 31, 17	+9.49K	0.04%
NATIONAL PLANNING CORP	--	Dec 31, 17	-33.21K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-136.62K	--
Jacobus Wealth Management, Inc.	282.06K	Sep 30, 17	+62.40K	0.35%
Commonwealth Equity Services, Inc	82.22K	Jun 30, 17	-403	0.10%
WFG Advisors, LP	100	Jun 30, 17	--	0.00%
MSI Financial Services Inc	26.66K	Dec 31, 16	+9.60K	0.03%
Limestone Value Partners, LLC	65.93K	Sep 30, 16	+65.93K	0.08%
Investors Capital Advisory Services	72.75K	Jun 30, 16	+4.33K	0.09%
VSR Financial Services, Inc.	--	Jun 30, 16	-10.85K	--
Fusion Investment Group, LLC	9.26K	Dec 31, 15	-1.93K	0.01%
Pinnacle Summer Investments, Inc.	1.90K	Dec 31, 15	+51	0.00%
MID CONTINENT CAPITAL LLC/IL	182.18K	Sep 30, 15	-75.70K	0.23%
SOUTH GEORGIA CAPITAL, LLC	1.26K	Sep 30, 15	+31	0.00%
COHEN & STEERS CAPITAL MANAGEMENT INC	100.15K	Mar 31, 15	+100.15K	0.12%
HABERER REGISTERED INVESTMENT ADVISOR INC	8.32K	Mar 31, 15	+8.32K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	2.90K	Dec 31, 14	--	0.00%
ParenteBeard Wealth Management, LLC	2.77K	Dec 31, 14	-194.80K	0.00%
UBS AG	292.01K	Sep 30, 14	+18.30K	0.36%
1919 Investment Counsel, LLC	--	Sep 30, 14	-495	--
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-12.66K	--
Jane Street Holding, LLC	46.93K	Dec 31, 13	+46.93K	0.06%
STIFEL NICOLAUS & CO INC \MO\	25.24K	Sep 30, 13	-1.54K	0.03%
Signator Financial Services, Inc.	650	Sep 30, 13	--	0.00%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-19.91K	--
First Allied Securities, Inc.	20.09K	Jun 30, 12	-2.80K	0.03%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.28M	Jun 30, 10	+65.44K	1.59%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST	--	Jun 30, 08	-48.42K	--

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Holder

Date

Change

% Held

LPL Financial LLC

1.44M

Mar 31, 26

-35.01K

1.80%

WELLS FARGO & COMPANY/MN

1.30M

Mar 31, 26

+20.12K

1.62%

BANK OF AMERICA CORP /DE/

1.26M

Mar 31, 26

+20.87K

1.56%

MORGAN STANLEY

973.59K

Mar 31, 26

+30.23K

1.21%

GUGGENHEIM CAPITAL LLC

727.22K

Mar 31, 26

+7.94K

0.91%

Pacific Wealth Strategies Group, Inc.

546.23K

Mar 31, 26

-33.87K

0.68%

COHEN & STEERS, INC.

502.48K

Mar 31, 26

+122.50K

0.63%

RAYMOND JAMES FINANCIAL INC

337.02K

Mar 31, 26

+30.31K

0.42%

Advisors Asset Management, Inc.

312.12K

Mar 31, 26

+73.00K

0.39%

ADVISOR GROUP HOLDINGS, INC.

301.15K

Mar 31, 26

+18.53K

0.37%

GREATMARK INVESTMENT PARTNERS, INC.

296.19K

Mar 31, 26

+13.30K

0.37%

Cornerstone Advisory, LLC

278.50K

Mar 31, 26

-85.96K

0.35%

ROYAL BANK OF CANADA

230.85K

Mar 31, 26

-20.10K

0.29%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

221.01K

Mar 31, 26

-7.65K

0.28%

Morse Asset Management, Inc

211.38K

Mar 31, 26

+1.87K

0.26%

UBS Group AG

183.82K

Mar 31, 26

+42.22K

0.23%

CI Private Wealth, LLC

170.93K

Mar 31, 26

+39.70K

0.21%

COMMONWEALTH EQUITY SERVICES, LLC

163.14K

Mar 31, 26

+1.64K

0.20%

Cambridge Investment Research Advisors, Inc.

155.61K

Mar 31, 26

+18.65K

0.19%

Cetera Investment Advisers

149.38K

Mar 31, 26

+18.04K

0.19%

Janney Montgomery Scott LLC

117.18K

Mar 31, 26

-2.97K

0.15%

Baird Financial Group, Inc.

116.47K

Mar 31, 26

+24.12K

0.14%

KESTRA PRIVATE WEALTH SERVICES, LLC

111.14K

Mar 31, 26

-4.34K

0.14%

AMERIPRISE FINANCIAL INC

109.19K

Mar 31, 26

-19.32K

0.14%

Mariner, LLC

101.65K

Mar 31, 26

-28.72K

0.13%

Kestra Advisory Services, LLC

88.48K

Mar 31, 26

+55.59K

0.11%

Shaker Financial Services, LLC

82.62K

Mar 31, 26

+82.62K

0.10%

Beacon Pointe Advisors, LLC

74.89K

Mar 31, 26

+33.88K

0.09%

Rockefeller Capital Management L.P.

74.13K

Mar 31, 26

-1.42K

0.09%

Atomi Financial Group, Inc.

72.28K

Mar 31, 26

+5.60K

0.09%

NewEdge Advisors, LLC

69.98K

Mar 31, 26

-12.18K

0.09%

BURNS J W & CO INC/NY

66.33K

Mar 31, 26

-15.97K

0.08%

Cadent Capital Advisors, LLC

62.00K

Mar 31, 26

+7.00K

0.08%

PFG Investments, LLC

61.23K

Mar 31, 26

+24.28K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

60.69K

Mar 31, 26

+4.67K

0.08%

STIFEL FINANCIAL CORP

59.75K

Mar 31, 26

-3.66K

0.07%

MILLENNIUM MANAGEMENT LLC

59.04K

Mar 31, 26

+59.04K

0.07%

Samalin Investment Counsel, LLC

56.63K

Mar 31, 26

+1.20K

0.07%

Stratos Wealth Partners, LTD.

54.50K

Mar 31, 26

-6.35K

0.07%

RMB Capital Management, LLC

51.65K

Mar 31, 26

0.06%

Legacy Wealth Management, LLC / MS

51.09K

Mar 31, 26

+177

0.06%

Apollon Wealth Management, LLC

49.00K

Mar 31, 26

-35.62K

0.06%

Kingsview Wealth Management, LLC

39.34K

Mar 31, 26

+39.34K

0.05%

NATIONAL BANK OF CANADA /FI/

38.25K

Mar 31, 26

-900

0.05%

JANE STREET GROUP, LLC

37.47K

Mar 31, 26

+13.75K

0.05%

TRUIST FINANCIAL CORP

36.48K

Mar 31, 26

0.05%

Chancellor Financial Group WB LP

36.48K

Mar 31, 26

+871

0.05%

LifeWealth Investments, LLC

34.99K

Mar 31, 26

+3.25K

0.04%

Steward Partners Investment Advisory, LLC

32.20K

Mar 31, 26

+14.50K

0.04%

D.A. DAVIDSON & CO.

31.96K

Mar 31, 26

+269

0.04%

MKT Advisors LLC

31.04K

Mar 31, 26

-5.42K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

30.53K

Mar 31, 26

-1.83K

0.04%

Autumn Glory Partners, LLC

30.00K

Mar 31, 26

0.04%

HRT FINANCIAL LP

29.43K

Mar 31, 26

+29.43K

0.04%

Colony Group, LLC

29.26K

Mar 31, 26

+801

0.04%

Bison Wealth, LLC

27.26K

Mar 31, 26

+5.76K

0.03%

Prospera Financial Services Inc

26.80K

Mar 31, 26

-1.00K

0.03%

SHEETS SMITH WEALTH MANAGEMENT

26.68K

Mar 31, 26

0.03%

OPPENHEIMER & CO INC

26.25K

Mar 31, 26

+11.01K

0.03%

Graves Light Lenhart Wealth, Inc.

23.83K

Mar 31, 26

0.03%

Chicago Partners Investment Group LLC

23.79K

Mar 31, 26

+428

0.03%

DAVENPORT & Co LLC

23.74K

Mar 31, 26

-3.47K

0.03%

WEDBUSH SECURITIES INC

23.55K

Mar 31, 26

+23.55K

0.03%

SOL Capital Management CO

21.21K

Mar 31, 26

+21.21K

0.03%

Concurrent Investment Advisors, LLC

21.05K

Mar 31, 26

-1.12K

0.03%

Meridian Wealth Management, LLC

20.51K

Mar 31, 26

+335

0.03%

MML INVESTORS SERVICES, LLC

20.35K

Mar 31, 26

+31

0.03%

PATTEN & PATTEN INC/TN

19.69K

Mar 31, 26

+491

0.02%

Prime Capital Investment Advisors, LLC

19.18K

Mar 31, 26

0.02%

XTX Topco Ltd

19.08K

Mar 31, 26

+19.08K

0.02%

Mirador Capital Partners LP

18.72K

Mar 31, 26

+348

0.02%

Cerity Partners LLC

18.09K

Mar 31, 26

+301

0.02%

Oxbow Advisors, LLC

17.50K

Mar 31, 26

0.02%

ENVESTNET ASSET MANAGEMENT INC

17.36K

Mar 31, 26

-1.19K

0.02%

MELFA WEALTH MANAGEMENT, LLC

17.10K

Mar 31, 26

0.02%

Summit Financial Strategies, Inc.

16.49K

Mar 31, 26

0.02%

EP Wealth Advisors, LLC

16.49K

Mar 31, 26

0.02%

INSIGNEO ADVISORY SERVICES, LLC

16.03K

Mar 31, 26

0.02%

PKS Advisory Services, LLC

15.04K

Mar 31, 26

+319

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

14.75K

Mar 31, 26

+553

0.02%

WOLVERINE ASSET MANAGEMENT LLC

14.53K

Mar 31, 26

+14.53K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13.16K

Mar 31, 26

-6.02K

0.02%

Spire Wealth Management

12.46K

Mar 31, 26

-849

0.02%

CWM, LLC

12.10K

Mar 31, 26

+1.64K

0.02%

Creative Planning

11.97K

Mar 31, 26

+11.97K

0.01%

Zhang Financial LLC

11.85K

Mar 31, 26

+11.85K

0.01%

Allworth Financial LP

11.48K

Mar 31, 26

0.01%

BENJAMIN EDWARDS INC

10.90K

Mar 31, 26

+400

0.01%

Stonebrook Private Inc.

10.87K

Mar 31, 26

+273

0.01%

Virtu Financial LLC

10.87K

Mar 31, 26

+10.87K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

10.77K

Mar 31, 26

0.01%

Tandem Investment Partners LLC

10.26K

Mar 31, 26

+10.26K

0.01%

NOMURA HOLDINGS INC

10.00K

Mar 31, 26

+10.00K

0.01%

HARBOUR INVESTMENTS, INC.

8.92K

Mar 31, 26

+6.92K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

8.90K

Mar 31, 26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.88K

Mar 31, 26

-433

0.01%

GHP Investment Advisors, Inc.

5.41K

Mar 31, 26

0.01%

Burk Holdings LLC

5.30K

Mar 31, 26

+5.30K

0.01%

AMERIFLEX GROUP, INC.

4.30K

Mar 31, 26

+4.30K

0.01%

MAI Capital Management

4.27K

Mar 31, 26

+107

0.01%

PRIVATE TRUST CO NA

3.90K

Mar 31, 26

0.00%

US BANCORP \DE\

3.50K

Mar 31, 26

0.00%

BlackRock, Inc.

3.30K

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

2.94K

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

2.64K

Mar 31, 26

+64

0.00%

IFG Advisory, LLC

2.60K

Mar 31, 26

+2.60K

0.00%

Colonial Trust Co / SC

2.20K

Mar 31, 26

+2.20K

0.00%

HAZLETT, BURT & WATSON, INC.

2.10K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

2.00K

Mar 31, 26

-850

0.00%

FIFTH THIRD BANCORP

1.80K

Mar 31, 26

+1.80K

0.00%

Geneos Wealth Management Inc.

1.54K

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

1.51K

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

1.36K

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

1.30K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

1.25K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

1.02K

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

1.01K

Mar 31, 26

-991

0.00%

BRYN MAWR TRUST Co

1.00K

Mar 31, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

950

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

637

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

555

Mar 31, 26

0.00%

Advisory Services Network, LLC

513

Mar 31, 26

+513

0.00%

Fortis Group Advisors, LLC

500

Mar 31, 26

0.00%

CX Institutional

469

Mar 31, 26

+11

0.00%

ST GERMAIN D J CO INC

395

Mar 31, 26

0.00%

Western Wealth Management, LLC

328

Mar 31, 26

+328

0.00%

HIGHLINE WEALTH PARTNERS LLC

250

Mar 31, 26

-145

0.00%

Osbon Capital Management LLC

209

Mar 31, 26

+209

0.00%

Golden State Wealth Management, LLC

111

Mar 31, 26

0.00%

Boreal Capital Management LLC

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-3.05K

Koss-Olinger Consulting, LLC

Mar 31, 26

-10.00K

Millstone Evans Group, LLC

Mar 31, 26

-600

Navis Wealth Advisors, LLC

Mar 31, 26

-69.33K

Arlington Capital Management, Inc.

Mar 31, 26

-48.77K

Key FInancial Inc

Mar 31, 26

-50

Sage Capital Management, LLC

Mar 31, 26

-13.00K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-35.63K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-324

Penserra Capital Management LLC

Mar 31, 26

-705.21K

GREENBERG FINANCIAL GROUP

201.22K

Dec 31, 25

+201.22K

0.25%

VERUS CAPITAL PARTNERS, LLC

18.09K

Dec 31, 25

-1.35K

0.02%

CIBC Private Wealth Group, LLC

5.83K

Dec 31, 25

+3.92K

0.01%

COMERICA BANK

3.01K

Dec 31, 25

-604

0.00%

ORG Partners LLC

1.50K

Dec 31, 25

0.00%

Stephens Consulting, LLC

600

Dec 31, 25

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-22.02K

Financial Advocates Investment Management

Sep 30, 25

-24.07K

Atria Wealth Solutions, Inc.

25.10K

Jun 30, 25

+1.96K

0.03%

TFG Advisers LLC

14.33K

Jun 30, 25

-254

0.02%

AVANTAX ADVISORY SERVICES, INC.

11.40K

Jun 30, 25

-698

0.01%

First Horizon Advisors, Inc.

1.00K

Jun 30, 25

0.00%

COOK WEALTH MANAGEMENT GROUP LLC

21.21K

Mar 31, 25

+597

0.03%

Geller Advisors LLC

119.59K

Dec 31, 24

0.15%

Bison Wealth, LLC

23.24K

Dec 31, 24

-1.42K

0.03%

Sugarloaf Wealth Management, LLC

2.25K

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

158.95K

Sep 30, 24

+4.81K

0.20%

Raymond James Financial Services Advisors, Inc.

115.94K

Sep 30, 24

+997

0.14%

RAYMOND JAMES TRUST N.A.

20.89K

Sep 30, 24

0.03%

TNF LLC

16.21K

Sep 30, 24

+86

0.02%

FinTrust Capital Advisors, LLC

698

Sep 30, 24

+698

0.00%

ICA Group Wealth Management, LLC

114.58K

Jun 30, 24

-4.32K

0.14%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

4.73K

Jun 30, 24

+48

0.01%

Cetera Advisor Networks LLC

40.45K

Mar 31, 24

+5.55K

0.05%

Connectus Wealth, LLC

34.31K

Mar 31, 24

+2.35K

0.04%

Cetera Advisors LLC

14.00K

Mar 31, 24

+14.00K

0.02%

Steward Financial Group LLC

300

Sep 30, 23

+300

0.00%

Endurance Wealth Management, Inc.

1.22K

Jun 30, 23

0.00%

OTA Financial Group L.P.

Jun 30, 23

-29.80K

Ahrens Investment Partners LLC

1.61K

Mar 31, 23

+1.61K

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

318.38K

Sep 30, 22

+7.33K

0.40%

American Portfolios Advisors

9.27K

Sep 30, 22

+15

0.01%

FourThought Financial, LLC

1.16K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-950

NEXT Financial Group, Inc

2.26K

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-35

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

57.55K

Sep 30, 21

+698

0.07%

20/20 Capital Management, Inc.

93.30K

Jun 30, 21

-6.75K

0.12%

Hoover Financial Advisors, Inc.

1.00K

Jun 30, 21

+1.00K

0.00%

Reby Advisors, LLC

2.39K

Dec 31, 20

+2.39K

0.00%

FRONTIER INVESTMENT MGMT CO

Jun 30, 20

-21.20K

Advisor Group, Inc.

249.65K

Dec 31, 19

-16.31K

0.31%

LADENBURG THALMANN FINANCIAL SERVICES INC.

99.31K

Dec 31, 19

+409

0.12%

IFC Holdings Incorporated/FL

29.04K

Dec 31, 17

+9.49K

0.04%

NATIONAL PLANNING CORP

Dec 31, 17

-33.21K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-136.62K

Jacobus Wealth Management, Inc.

282.06K

Sep 30, 17

+62.40K

0.35%

Commonwealth Equity Services, Inc

82.22K

Jun 30, 17

-403

0.10%

WFG Advisors, LP

100

Jun 30, 17

0.00%

MSI Financial Services Inc

26.66K

Dec 31, 16

+9.60K

0.03%

Limestone Value Partners, LLC

65.93K

Sep 30, 16

+65.93K

0.08%

Investors Capital Advisory Services

72.75K

Jun 30, 16

+4.33K

0.09%

VSR Financial Services, Inc.

Jun 30, 16

-10.85K

Fusion Investment Group, LLC

9.26K

Dec 31, 15

-1.93K

0.01%

Pinnacle Summer Investments, Inc.

1.90K

Dec 31, 15

+51

0.00%

MID CONTINENT CAPITAL LLC/IL

182.18K

Sep 30, 15

-75.70K

0.23%

SOUTH GEORGIA CAPITAL, LLC

1.26K

Sep 30, 15

+31

0.00%

COHEN & STEERS CAPITAL MANAGEMENT INC

100.15K

Mar 31, 15

+100.15K

0.12%

HABERER REGISTERED INVESTMENT ADVISOR INC

8.32K

Mar 31, 15

+8.32K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

2.90K

Dec 31, 14

0.00%

ParenteBeard Wealth Management, LLC

2.77K

Dec 31, 14

-194.80K

0.00%

UBS AG

292.01K

Sep 30, 14

+18.30K

0.36%

1919 Investment Counsel, LLC

Sep 30, 14

-495

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-12.66K

Jane Street Holding, LLC

46.93K

Dec 31, 13

+46.93K

0.06%

STIFEL NICOLAUS & CO INC \MO\

25.24K

Sep 30, 13

-1.54K

0.03%

Signator Financial Services, Inc.

650

Sep 30, 13

0.00%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-19.91K

First Allied Securities, Inc.

20.09K

Jun 30, 12

-2.80K

0.03%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.28M

Jun 30, 10

+65.44K

1.59%

LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST

Jun 30, 08

-48.42K