BlackRock Enhanced Large Cap Core Fund, Inc.(CII)

$25.46▲0.50 (2.00%)

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BlackRock Enhanced Large Cap Core Fund, Inc.(CII)

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$25.46▲0.50 (2.00%)

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CII(CII)

CII

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

Institutional Ownership

Top 160 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	1.11M	Mar 31, 26	+54.42K	2.70%
MORGAN STANLEY	776.14K	Mar 31, 26	+74.97K	1.89%
WELLS FARGO & COMPANY/MN	727.73K	Mar 31, 26	+20.99K	1.78%
LPL Financial LLC	574.30K	Mar 31, 26	+75.02K	1.40%
ADVISOR GROUP HOLDINGS, INC.	516.21K	Mar 31, 26	+32.29K	1.26%
BANK OF AMERICA CORP /DE/	492.95K	Mar 31, 26	+36.01K	1.20%
Advisors Asset Management, Inc.	467.42K	Mar 31, 26	+42.67K	1.14%
UBS Group AG	459.17K	Mar 31, 26	+33.61K	1.12%
Invesco Ltd.	385.43K	Mar 31, 26	-14.56K	0.94%
GUGGENHEIM CAPITAL LLC	376.84K	Mar 31, 26	+73.54K	0.92%
ENVESTNET ASSET MANAGEMENT INC	355.60K	Mar 31, 26	+40.88K	0.87%
PRINCIPAL SECURITIES, INC.	267.62K	Mar 31, 26	+26.73K	0.65%
ROYAL BANK OF CANADA	257.25K	Mar 31, 26	+23.86K	0.63%
NFP Retirement, Inc.	210.54K	Mar 31, 26	+3.55K	0.51%
Colony Group, LLC	148.53K	Mar 31, 26	+59.84K	0.36%
WILEY BROS.-AINTREE CAPITAL, LLC	137.23K	Mar 31, 26	+7.96K	0.33%
TRUIST FINANCIAL CORP	127.20K	Mar 31, 26	+33.20K	0.31%
GraniteShares Advisors LLC	104.78K	Mar 31, 26	-11.99K	0.26%
Capital Investment Advisory Services, LLC	100.81K	Mar 31, 26	+35.73K	0.25%
COHEN & STEERS, INC.	85.49K	Mar 31, 26	-27.36K	0.21%
Cetera Investment Advisers	84.63K	Mar 31, 26	+4.21K	0.21%
Steward Partners Investment Advisory, LLC	79.69K	Mar 31, 26	+60.35K	0.19%
U.S. Capital Wealth Advisors, LLC	74.32K	Mar 31, 26	+3.52K	0.18%
one8zero8, LLC	63.85K	Mar 31, 26	+4.77K	0.16%
TPG Advisors LLC	62.00K	Mar 31, 26	+11.11K	0.15%
Private Advisor Group, LLC	61.21K	Mar 31, 26	+4.49K	0.15%
AMERIPRISE FINANCIAL INC	57.78K	Mar 31, 26	-2.62K	0.14%
FIRST TRUST ADVISORS LP	54.22K	Mar 31, 26	+7.17K	0.13%
STIFEL FINANCIAL CORP	52.91K	Mar 31, 26	+4.57K	0.13%
Next Level Private LLC	45.74K	Mar 31, 26	+3.83K	0.11%
Cambridge Investment Research Advisors, Inc.	39.65K	Mar 31, 26	+8.24K	0.10%
Atomi Financial Group, Inc.	38.38K	Mar 31, 26	+24.34K	0.09%
Kestra Advisory Services, LLC	38.31K	Mar 31, 26	+13.18K	0.09%
Sunbelt Securities, Inc.	36.43K	Mar 31, 26	-8.23K	0.09%
CFO4Life Group, LLC	35.32K	Mar 31, 26	+2.21K	0.09%
MPWM ADVISORY SOLUTIONS, LLC	35.11K	Mar 31, 26	+25.68K	0.09%
MONEY CONCEPTS CAPITAL CORP	32.36K	Mar 31, 26	+2.42K	0.08%
B. Riley Wealth Advisors, Inc.	31.52K	Mar 31, 26	-2.81K	0.08%
Advisory Services Network, LLC	25.86K	Mar 31, 26	+5.71K	0.06%
REGIONS FINANCIAL CORP	25.00K	Mar 31, 26	--	0.06%
Wealthspire Advisors, LLC	24.11K	Mar 31, 26	+1.36K	0.06%
Financial Security Advisor, Inc.	23.94K	Mar 31, 26	+1.34K	0.06%
DAVENPORT & Co LLC	23.69K	Mar 31, 26	+1.66K	0.06%
Allworth Financial LP	23.33K	Mar 31, 26	-1.97K	0.06%
Integrated Wealth Concepts LLC	23.23K	Mar 31, 26	+2.15K	0.06%
Tyche Wealth Partners LLC	22.49K	Mar 31, 26	+1.07K	0.05%
WEDBUSH SECURITIES INC	21.58K	Mar 31, 26	+696	0.05%
D.A. DAVIDSON & CO.	20.56K	Mar 31, 26	+977	0.05%
GREAT VALLEY ADVISOR GROUP, INC.	20.38K	Mar 31, 26	+1.40K	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	20.27K	Mar 31, 26	-3.45K	0.05%
HighTower Advisors, LLC	19.92K	Mar 31, 26	+2.37K	0.05%
VISTA INVESTMENT PARTNERS II, LLC	18.85K	Mar 31, 26	+242	0.05%
CAPTRUST FINANCIAL ADVISORS	18.37K	Mar 31, 26	+1.88K	0.04%
Cypress Capital Group	17.96K	Mar 31, 26	+17.96K	0.04%
Shulman DeMeo Asset Management LLC	17.55K	Mar 31, 26	-3.70K	0.04%
Stonebridge Financial Group, LLC	17.25K	Mar 31, 26	+820	0.04%
David J Yvars Group	17.12K	Mar 31, 26	-237	0.04%
Pensionmark Financial Group, LLC	16.16K	Mar 31, 26	-6.63K	0.04%
17 CAPITAL PARTNERS, LLC	16.02K	Mar 31, 26	+2.23K	0.04%
Creative Planning	15.46K	Mar 31, 26	-901	0.04%
Geneos Wealth Management Inc.	14.79K	Mar 31, 26	+603	0.04%
Genesee Capital Advisors, LLC	14.76K	Mar 31, 26	+702	0.04%
WHITTIER TRUST CO OF NEVADA INC	14.66K	Mar 31, 26	+14.66K	0.04%
LVZ, Inc.	14.05K	Mar 31, 26	+666	0.03%
Westbourne Investment Advisors, Inc.	13.85K	Mar 31, 26	+2.85K	0.03%
AGP FRANKLIN, LLC	12.62K	Mar 31, 26	+943	0.03%
Institute for Wealth Management, LLC.	11.97K	Mar 31, 26	+97	0.03%
Sanctuary Advisors, LLC	11.83K	Mar 31, 26	+813	0.03%
Pathstone Holdings, LLC	10.00K	Mar 31, 26	--	0.02%
Vanguard Capital Wealth Advisors	10.00K	Mar 31, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	7.80K	Mar 31, 26	+3.87K	0.02%
NBC SECURITIES, INC.	7.46K	Mar 31, 26	+571	0.02%
Bogart Wealth, LLC	6.61K	Mar 31, 26	+355	0.02%
Mirae Asset Global Investments Co., Ltd.	6.15K	Mar 31, 26	+450	0.02%
Ancora Advisors, LLC	5.25K	Mar 31, 26	+249	0.01%
HOLLENCREST CAPITAL MANAGEMENT	4.90K	Mar 31, 26	+231	0.01%
Smartleaf Asset Management LLC	4.59K	Mar 31, 26	+218	0.01%
Global Assets Advisory, LLC	3.96K	Mar 31, 26	+3.96K	0.01%
MAI Capital Management	3.56K	Mar 31, 26	+169	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.56K	Mar 31, 26	-1.03K	0.01%
FIFTH THIRD BANCORP	3.24K	Mar 31, 26	+3.24K	0.01%
DT Investment Partners, LLC	3.08K	Mar 31, 26	+146	0.01%
Measured Wealth Private Client Group, LLC	3.02K	Mar 31, 26	+143	0.01%
Axiom Investment Management LLC	3.00K	Mar 31, 26	+3.00K	0.01%
MATHER GROUP, LLC.	2.63K	Mar 31, 26	+2.63K	0.01%
Team Financial Group, LLC	2.49K	Mar 31, 26	+226	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.98K	Mar 31, 26	-627	0.00%
BROWN BROTHERS HARRIMAN & CO	1.85K	Mar 31, 26	+87	0.00%
Root Financial Partners, LLC	1.75K	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	1.73K	Mar 31, 26	+1.73K	0.00%
Rockefeller Capital Management L.P.	1.59K	Mar 31, 26	+586	0.00%
Key FInancial Inc	1.44K	Mar 31, 26	+107	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.15K	Mar 31, 26	+1.15K	0.00%
Atlantic Union Bankshares Corp	1.11K	Mar 31, 26	+52	0.00%
Eukles Asset Management	630	Mar 31, 26	+47	0.00%
NewEdge Advisors, LLC	586	Mar 31, 26	+43	0.00%
Truvestments Capital LLC	553	Mar 31, 26	+26	0.00%
US BANCORP \DE\	375	Mar 31, 26	-2.27K	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	137	Mar 31, 26	+6	0.00%
HIGHLINE WEALTH PARTNERS LLC	131	Mar 31, 26	+6	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	89	Mar 31, 26	+4	0.00%
Indiana Trust & Investment Management CO	60	Mar 31, 26	-688	0.00%
Parallel Advisors, LLC	6	Mar 31, 26	+6	0.00%
JANE STREET GROUP, LLC	--	Mar 31, 26	-38.01K	--
Mariner, LLC	--	Mar 31, 26	-8.58K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Mar 31, 26	-27.66K	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-1.61K	--
AMERICAN NATIONAL BANK	--	Mar 31, 26	-6.72K	--
K2 PRINCIPAL FUND, L.P.	--	Mar 31, 26	-10.68K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.74K	--
HRT FINANCIAL LP	--	Mar 31, 26	-21.60K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-20	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-37.35K	--
Global Retirement Partners, LLC	60.40K	Dec 31, 25	+678	0.15%
COMERICA BANK	3.00K	Dec 31, 25	--	0.01%
Motiv8 Investments LLC	227	Dec 31, 25	+227	0.00%
Congress Wealth Management LLC / DE /	93.10K	Jun 30, 25	+350	0.23%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-18.07K	--
CAROLINAS WEALTH CONSULTING LLC	3.74K	Mar 31, 25	+3.74K	0.01%
Sugarloaf Wealth Management, LLC	313	Dec 31, 24	+6	0.00%
RE Dickinson Investment Advisors, LLC	10	Dec 31, 24	+10	0.00%
FORT PITT CAPITAL GROUP, LLC	1.17M	Sep 30, 24	-569.27K	2.87%
RAYMOND JAMES & ASSOCIATES	359.25K	Sep 30, 24	-15.32K	0.88%
Raymond James Financial Services Advisors, Inc.	349.89K	Sep 30, 24	+6.69K	0.85%
RAYMOND JAMES TRUST N.A.	10.33K	Sep 30, 24	--	0.03%
Flow State Investments, L.P.	--	Sep 30, 24	-42.74K	--
Cetera Advisor Networks LLC	46.14K	Mar 31, 24	-1.86K	0.11%
Eudaimonia Partners, LLC	11.68K	Mar 31, 24	--	0.03%
Baystate Wealth Management LLC	505	Dec 31, 23	+505	0.00%
ADVISOR PARTNERS II, LLC	10.00K	Sep 30, 23	--	0.02%
PATHSTONE FAMILY OFFICE, LLC	--	Sep 30, 23	-10.00K	--
Lumature Wealth Partners, LLC	--	Jun 30, 23	-355	--
CFO4Life, L.P.	30.91K	Dec 31, 22	+30.91K	0.08%
American Portfolios Advisors	4.63K	Sep 30, 22	--	0.01%
FourThought Financial, LLC	4.23K	Sep 30, 22	-2.13K	0.01%
ACG Wealth	--	Sep 30, 22	-906	--
ADVISOR PARTNERS LLC	10.00K	Jun 30, 22	--	0.02%
Lenox Wealth Advisors, LLC	11.55K	Mar 31, 22	--	0.03%
NEXT Financial Group, Inc	1.27K	Dec 31, 21	+182	0.00%
Ameritas Investment Company, LLC	10.87K	Sep 30, 21	+9.87K	0.03%
USCA RIA LLC	84.30K	Jun 30, 21	--	0.21%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	--	Sep 30, 20	-10.32K	--
Advisor Group, Inc.	174.99K	Dec 31, 19	+23.69K	0.43%
LADENBURG THALMANN FINANCIAL SERVICES INC.	33.07K	Dec 31, 19	-4.14K	0.08%
BB&T SECURITIES, LLC	17.47K	Sep 30, 19	-3.95K	0.04%
Roof Advisory Group, Inc.	601.70K	Jun 30, 19	+8.28K	1.47%
NEXT Financial Holdings	152	Mar 31, 19	+152	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-21.55K	--
Concert Wealth Management Inc.	--	Sep 30, 17	-10.44K	--
Commonwealth Equity Services, Inc	12.92K	Jun 30, 17	-951	0.03%
MSI Financial Services Inc	12.64K	Dec 31, 16	-4.37K	0.03%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-36	--
COHEN & STEERS CAPITAL MANAGEMENT INC	170.74K	Mar 31, 15	+170.74K	0.42%
BAIRD ROBERT W & CO INC /WI/	44.45K	Mar 31, 15	+44.45K	0.11%
NEW ENGLAND SECURITIES CORP /MA/	12.81K	Dec 31, 14	-3.73K	0.03%
UBS AG	760.55K	Sep 30, 14	+135.37K	1.86%
Jane Street Holding, LLC	12.01K	Dec 31, 13	-29	0.03%
KNIGHT CAPITAL GROUP LLC	15.10K	Jun 30, 13	+15.10K	0.04%
First Allied Securities, Inc.	42.82K	Jun 30, 12	-1.41K	0.10%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.70M	Jun 30, 10	+128.29K	4.15%

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

1.11M

Mar 31, 26

+54.42K

2.70%

MORGAN STANLEY

776.14K

Mar 31, 26

+74.97K

1.89%

WELLS FARGO & COMPANY/MN

727.73K

Mar 31, 26

+20.99K

1.78%

LPL Financial LLC

574.30K

Mar 31, 26

+75.02K

1.40%

ADVISOR GROUP HOLDINGS, INC.

516.21K

Mar 31, 26

+32.29K

1.26%

BANK OF AMERICA CORP /DE/

492.95K

Mar 31, 26

+36.01K

1.20%

Advisors Asset Management, Inc.

467.42K

Mar 31, 26

+42.67K

1.14%

UBS Group AG

459.17K

Mar 31, 26

+33.61K

1.12%

Invesco Ltd.

385.43K

Mar 31, 26

-14.56K

0.94%

GUGGENHEIM CAPITAL LLC

376.84K

Mar 31, 26

+73.54K

0.92%

ENVESTNET ASSET MANAGEMENT INC

355.60K

Mar 31, 26

+40.88K

0.87%

PRINCIPAL SECURITIES, INC.

267.62K

Mar 31, 26

+26.73K

0.65%

ROYAL BANK OF CANADA

257.25K

Mar 31, 26

+23.86K

0.63%

NFP Retirement, Inc.

210.54K

Mar 31, 26

+3.55K

0.51%

Colony Group, LLC

148.53K

Mar 31, 26

+59.84K

0.36%

WILEY BROS.-AINTREE CAPITAL, LLC

137.23K

Mar 31, 26

+7.96K

0.33%

TRUIST FINANCIAL CORP

127.20K

Mar 31, 26

+33.20K

0.31%

GraniteShares Advisors LLC

104.78K

Mar 31, 26

-11.99K

0.26%

Capital Investment Advisory Services, LLC

100.81K

Mar 31, 26

+35.73K

0.25%

COHEN & STEERS, INC.

85.49K

Mar 31, 26

-27.36K

0.21%

Cetera Investment Advisers

84.63K

Mar 31, 26

+4.21K

0.21%

Steward Partners Investment Advisory, LLC

79.69K

Mar 31, 26

+60.35K

0.19%

U.S. Capital Wealth Advisors, LLC

74.32K

Mar 31, 26

+3.52K

0.18%

one8zero8, LLC

63.85K

Mar 31, 26

+4.77K

0.16%

TPG Advisors LLC

62.00K

Mar 31, 26

+11.11K

0.15%

Private Advisor Group, LLC

61.21K

Mar 31, 26

+4.49K

0.15%

AMERIPRISE FINANCIAL INC

57.78K

Mar 31, 26

-2.62K

0.14%

FIRST TRUST ADVISORS LP

54.22K

Mar 31, 26

+7.17K

0.13%

STIFEL FINANCIAL CORP

52.91K

Mar 31, 26

+4.57K

0.13%

Next Level Private LLC

45.74K

Mar 31, 26

+3.83K

0.11%

Cambridge Investment Research Advisors, Inc.

39.65K

Mar 31, 26

+8.24K

0.10%

Atomi Financial Group, Inc.

38.38K

Mar 31, 26

+24.34K

0.09%

Kestra Advisory Services, LLC

38.31K

Mar 31, 26

+13.18K

0.09%

Sunbelt Securities, Inc.

36.43K

Mar 31, 26

-8.23K

0.09%

CFO4Life Group, LLC

35.32K

Mar 31, 26

+2.21K

0.09%

MPWM ADVISORY SOLUTIONS, LLC

35.11K

Mar 31, 26

+25.68K

0.09%

MONEY CONCEPTS CAPITAL CORP

32.36K

Mar 31, 26

+2.42K

0.08%

B. Riley Wealth Advisors, Inc.

31.52K

Mar 31, 26

-2.81K

0.08%

Advisory Services Network, LLC

25.86K

Mar 31, 26

+5.71K

0.06%

REGIONS FINANCIAL CORP

25.00K

Mar 31, 26

0.06%

Wealthspire Advisors, LLC

24.11K

Mar 31, 26

+1.36K

0.06%

Financial Security Advisor, Inc.

23.94K

Mar 31, 26

+1.34K

0.06%

DAVENPORT & Co LLC

23.69K

Mar 31, 26

+1.66K

0.06%

Allworth Financial LP

23.33K

Mar 31, 26

-1.97K

0.06%

Integrated Wealth Concepts LLC

23.23K

Mar 31, 26

+2.15K

0.06%

Tyche Wealth Partners LLC

22.49K

Mar 31, 26

+1.07K

0.05%

WEDBUSH SECURITIES INC

21.58K

Mar 31, 26

+696

0.05%

D.A. DAVIDSON & CO.

20.56K

Mar 31, 26

+977

0.05%

GREAT VALLEY ADVISOR GROUP, INC.

20.38K

Mar 31, 26

+1.40K

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

20.27K

Mar 31, 26

-3.45K

0.05%

HighTower Advisors, LLC

19.92K

Mar 31, 26

+2.37K

0.05%

VISTA INVESTMENT PARTNERS II, LLC

18.85K

Mar 31, 26

+242

0.05%

CAPTRUST FINANCIAL ADVISORS

18.37K

Mar 31, 26

+1.88K

0.04%

Cypress Capital Group

17.96K

Mar 31, 26

+17.96K

0.04%

Shulman DeMeo Asset Management LLC

17.55K

Mar 31, 26

-3.70K

0.04%

Stonebridge Financial Group, LLC

17.25K

Mar 31, 26

+820

0.04%

David J Yvars Group

17.12K

Mar 31, 26

-237

0.04%

Pensionmark Financial Group, LLC

16.16K

Mar 31, 26

-6.63K

0.04%

17 CAPITAL PARTNERS, LLC

16.02K

Mar 31, 26

+2.23K

0.04%

Creative Planning

15.46K

Mar 31, 26

-901

0.04%

Geneos Wealth Management Inc.

14.79K

Mar 31, 26

+603

0.04%

Genesee Capital Advisors, LLC

14.76K

Mar 31, 26

+702

0.04%

WHITTIER TRUST CO OF NEVADA INC

14.66K

Mar 31, 26

+14.66K

0.04%

LVZ, Inc.

14.05K

Mar 31, 26

+666

0.03%

Westbourne Investment Advisors, Inc.

13.85K

Mar 31, 26

+2.85K

0.03%

AGP FRANKLIN, LLC

12.62K

Mar 31, 26

+943

0.03%

Institute for Wealth Management, LLC.

11.97K

Mar 31, 26

+97

0.03%

Sanctuary Advisors, LLC

11.83K

Mar 31, 26

+813

0.03%

Pathstone Holdings, LLC

10.00K

Mar 31, 26

0.02%

Vanguard Capital Wealth Advisors

10.00K

Mar 31, 26

0.02%

HARBOUR INVESTMENTS, INC.

7.80K

Mar 31, 26

+3.87K

0.02%

NBC SECURITIES, INC.

7.46K

Mar 31, 26

+571

0.02%

Bogart Wealth, LLC

6.61K

Mar 31, 26

+355

0.02%

Mirae Asset Global Investments Co., Ltd.

6.15K

Mar 31, 26

+450

0.02%

Ancora Advisors, LLC

5.25K

Mar 31, 26

+249

0.01%

HOLLENCREST CAPITAL MANAGEMENT

4.90K

Mar 31, 26

+231

0.01%

Smartleaf Asset Management LLC

4.59K

Mar 31, 26

+218

0.01%

Global Assets Advisory, LLC

3.96K

Mar 31, 26

+3.96K

0.01%

MAI Capital Management

3.56K

Mar 31, 26

+169

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.56K

Mar 31, 26

-1.03K

0.01%

FIFTH THIRD BANCORP

3.24K

Mar 31, 26

+3.24K

0.01%

DT Investment Partners, LLC

3.08K

Mar 31, 26

+146

0.01%

Measured Wealth Private Client Group, LLC

3.02K

Mar 31, 26

+143

0.01%

Axiom Investment Management LLC

3.00K

Mar 31, 26

+3.00K

0.01%

MATHER GROUP, LLC.

2.63K

Mar 31, 26

+2.63K

0.01%

Team Financial Group, LLC

2.49K

Mar 31, 26

+226

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.98K

Mar 31, 26

-627

0.00%

BROWN BROTHERS HARRIMAN & CO

1.85K

Mar 31, 26

+87

0.00%

Root Financial Partners, LLC

1.75K

Mar 31, 26

0.00%

CENTRAL TRUST Co

1.73K

Mar 31, 26

+1.73K

0.00%

Rockefeller Capital Management L.P.

1.59K

Mar 31, 26

+586

0.00%

Key FInancial Inc

1.44K

Mar 31, 26

+107

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.15K

Mar 31, 26

+1.15K

0.00%

Atlantic Union Bankshares Corp

1.11K

Mar 31, 26

+52

0.00%

Eukles Asset Management

630

Mar 31, 26

+47

0.00%

NewEdge Advisors, LLC

586

Mar 31, 26

+43

0.00%

Truvestments Capital LLC

553

Mar 31, 26

+26

0.00%

US BANCORP \DE\

375

Mar 31, 26

-2.27K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

137

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

131

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

Indiana Trust & Investment Management CO

Mar 31, 26

-688

0.00%

Parallel Advisors, LLC

Mar 31, 26

0.00%

JANE STREET GROUP, LLC

Mar 31, 26

-38.01K

Mariner, LLC

Mar 31, 26

-8.58K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Mar 31, 26

-27.66K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-1.61K

AMERICAN NATIONAL BANK

Mar 31, 26

-6.72K

K2 PRINCIPAL FUND, L.P.

Mar 31, 26

-10.68K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.74K

HRT FINANCIAL LP

Mar 31, 26

-21.60K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-20

J.W. COLE ADVISORS, INC.

Mar 31, 26

-37.35K

Global Retirement Partners, LLC

60.40K

Dec 31, 25

+678

0.15%

COMERICA BANK

3.00K

Dec 31, 25

0.01%

Motiv8 Investments LLC

227

Dec 31, 25

+227

0.00%

Congress Wealth Management LLC / DE /

93.10K

Jun 30, 25

+350

0.23%

Atria Wealth Solutions, Inc.

Jun 30, 25

-18.07K

CAROLINAS WEALTH CONSULTING LLC

3.74K

Mar 31, 25

+3.74K

0.01%

Sugarloaf Wealth Management, LLC

313

Dec 31, 24

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

+10

0.00%

FORT PITT CAPITAL GROUP, LLC

1.17M

Sep 30, 24

-569.27K

2.87%

RAYMOND JAMES & ASSOCIATES

359.25K

Sep 30, 24

-15.32K

0.88%

Raymond James Financial Services Advisors, Inc.

349.89K

Sep 30, 24

+6.69K

0.85%

RAYMOND JAMES TRUST N.A.

10.33K

Sep 30, 24

0.03%

Flow State Investments, L.P.

Sep 30, 24

-42.74K

Cetera Advisor Networks LLC

46.14K

Mar 31, 24

-1.86K

0.11%

Eudaimonia Partners, LLC

11.68K

Mar 31, 24

0.03%

Baystate Wealth Management LLC

505

Dec 31, 23

+505

0.00%

ADVISOR PARTNERS II, LLC

10.00K

Sep 30, 23

0.02%

PATHSTONE FAMILY OFFICE, LLC

Sep 30, 23

-10.00K

Lumature Wealth Partners, LLC

Jun 30, 23

-355

CFO4Life, L.P.

30.91K

Dec 31, 22

+30.91K

0.08%

American Portfolios Advisors

4.63K

Sep 30, 22

0.01%

FourThought Financial, LLC

4.23K

Sep 30, 22

-2.13K

0.01%

ACG Wealth

Sep 30, 22

-906

ADVISOR PARTNERS LLC

10.00K

Jun 30, 22

0.02%

Lenox Wealth Advisors, LLC

11.55K

Mar 31, 22

0.03%

NEXT Financial Group, Inc

1.27K

Dec 31, 21

+182

0.00%

Ameritas Investment Company, LLC

10.87K

Sep 30, 21

+9.87K

0.03%

USCA RIA LLC

84.30K

Jun 30, 21

0.21%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

Sep 30, 20

-10.32K

Advisor Group, Inc.

174.99K

Dec 31, 19

+23.69K

0.43%

LADENBURG THALMANN FINANCIAL SERVICES INC.

33.07K

Dec 31, 19

-4.14K

0.08%

BB&T SECURITIES, LLC

17.47K

Sep 30, 19

-3.95K

0.04%

Roof Advisory Group, Inc.

601.70K

Jun 30, 19

+8.28K

1.47%

NEXT Financial Holdings

152

Mar 31, 19

+152

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-21.55K

Concert Wealth Management Inc.

Sep 30, 17

-10.44K

Commonwealth Equity Services, Inc

12.92K

Jun 30, 17

-951

0.03%

MSI Financial Services Inc

12.64K

Dec 31, 16

-4.37K

0.03%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-36

COHEN & STEERS CAPITAL MANAGEMENT INC

170.74K

Mar 31, 15

+170.74K

0.42%

BAIRD ROBERT W & CO INC /WI/

44.45K

Mar 31, 15

+44.45K

0.11%

NEW ENGLAND SECURITIES CORP /MA/

12.81K

Dec 31, 14

-3.73K

0.03%

UBS AG

760.55K

Sep 30, 14

+135.37K

1.86%

Jane Street Holding, LLC

12.01K

Dec 31, 13

-29

0.03%

KNIGHT CAPITAL GROUP LLC

15.10K

Jun 30, 13

+15.10K

0.04%

First Allied Securities, Inc.

42.82K

Jun 30, 12

-1.41K

0.10%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.70M

Jun 30, 10

+128.29K

4.15%