BlackRock Enhanced Capital and Income Fund, Inc.(CII)

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BlackRock Enhanced Capital and Income Fund, Inc.(CII)

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CII(CII)

CII

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

Institutional Ownership

Top 174 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	1.12M	Jun 30, 26	+16.56K	2.74%
MORGAN STANLEY	783.33K	Jun 30, 26	+7.19K	1.91%
WELLS FARGO & COMPANY/MN	766.48K	Jun 30, 26	+38.76K	1.87%
LPL Financial LLC	575.05K	Jun 30, 26	+743	1.40%
ADVISOR GROUP HOLDINGS, INC.	566.89K	Jun 30, 26	+50.69K	1.38%
BANK OF AMERICA CORP /DE/	482.59K	Jun 30, 26	-10.36K	1.18%
UBS Group AG	481.27K	Jun 30, 26	+22.11K	1.17%
GUGGENHEIM CAPITAL LLC	467.32K	Jun 30, 26	+90.48K	1.14%
Advisors Asset Management, Inc.	449.23K	Jun 30, 26	-18.20K	1.10%
Invesco Ltd.	406.30K	Jun 30, 26	+20.87K	0.99%
ENVESTNET ASSET MANAGEMENT INC	359.25K	Jun 30, 26	+3.65K	0.88%
PRINCIPAL SECURITIES, INC.	261.66K	Jun 30, 26	-5.95K	0.64%
ROYAL BANK OF CANADA	244.42K	Jun 30, 26	-12.83K	0.60%
NFP Retirement, Inc.	204.94K	Jun 30, 26	-5.60K	0.50%
WILEY BROS.-AINTREE CAPITAL, LLC	139.86K	Jun 30, 26	+2.63K	0.34%
TRUIST FINANCIAL CORP	132.38K	Jun 30, 26	+5.18K	0.32%
GraniteShares Advisors LLC	120.55K	Jun 30, 26	+15.78K	0.29%
Steward Partners Investment Advisory, LLC	91.09K	Jun 30, 26	+11.40K	0.22%
Capital Investment Advisory Services, LLC	87.82K	Jun 30, 26	-12.99K	0.21%
COHEN & STEERS, INC.	85.49K	Jun 30, 26	--	0.21%
Cetera Investment Advisers	82.90K	Jun 30, 26	-1.73K	0.20%
SRS Capital Advisors, Inc.	74.32K	Jun 30, 26	+74.32K	0.18%
Global Retirement Partners, LLC	64.99K	Jun 30, 26	+64.99K	0.16%
one8zero8, LLC	63.85K	Jun 30, 26	--	0.16%
TPG Advisors LLC	60.96K	Jun 30, 26	-1.04K	0.15%
AMERIPRISE FINANCIAL INC	60.29K	Jun 30, 26	+2.51K	0.15%
FIRST TRUST ADVISORS LP	53.12K	Jun 30, 26	-1.10K	0.13%
STIFEL FINANCIAL CORP	52.00K	Jun 30, 26	-913	0.13%
Private Advisor Group, LLC	46.50K	Jun 30, 26	-14.71K	0.11%
Next Level Private LLC	46.18K	Jun 30, 26	+440	0.11%
Cambridge Investment Research Advisors, Inc.	45.59K	Jun 30, 26	+5.94K	0.11%
MPWM ADVISORY SOLUTIONS, LLC	45.31K	Jun 30, 26	+10.20K	0.11%
J.W. COLE ADVISORS, INC.	43.71K	Jun 30, 26	+43.71K	0.11%
Integrated Wealth Concepts LLC	37.41K	Jun 30, 26	+14.18K	0.09%
Atomi Financial Group, Inc.	36.89K	Jun 30, 26	-1.48K	0.09%
CFO4Life Group, LLC	35.52K	Jun 30, 26	+204	0.09%
MONEY CONCEPTS CAPITAL CORP	32.94K	Jun 30, 26	+578	0.08%
Kestra Advisory Services, LLC	32.66K	Jun 30, 26	-5.64K	0.08%
Colony Group, LLC	29.72K	Jun 30, 26	-118.81K	0.07%
CAPTRUST FINANCIAL ADVISORS	27.12K	Jun 30, 26	+8.75K	0.07%
REGIONS FINANCIAL CORP	25.00K	Jun 30, 26	--	0.06%
Advisory Services Network, LLC	24.63K	Jun 30, 26	-1.22K	0.06%
Allworth Financial LP	24.38K	Jun 30, 26	+1.05K	0.06%
Wealthspire Advisors, LLC	24.11K	Jun 30, 26	--	0.06%
Financial Security Advisor, Inc.	24.02K	Jun 30, 26	+79	0.06%
DAVENPORT & Co LLC	23.45K	Jun 30, 26	-242	0.06%
Tyche Wealth Partners LLC	22.49K	Jun 30, 26	--	0.05%
Arkadios Wealth Advisors	20.61K	Jun 30, 26	+20.61K	0.05%
D.A. DAVIDSON & CO.	20.56K	Jun 30, 26	--	0.05%
MGO ONE SEVEN LLC	20.54K	Jun 30, 26	+20.54K	0.05%
GREAT VALLEY ADVISOR GROUP, INC.	20.38K	Jun 30, 26	--	0.05%
VISTA INVESTMENT PARTNERS II, LLC	18.85K	Jun 30, 26	--	0.05%
Cypress Capital Group	17.95K	Jun 30, 26	-12	0.04%
Creative Planning	17.79K	Jun 30, 26	+2.33K	0.04%
17 CAPITAL PARTNERS, LLC	17.71K	Jun 30, 26	+1.69K	0.04%
Nuveen, LLC	17.49K	Jun 30, 26	+17.49K	0.04%
WEDBUSH SECURITIES INC	17.29K	Jun 30, 26	-4.29K	0.04%
David J Yvars Group	17.27K	Jun 30, 26	+158	0.04%
Stonebridge Financial Group, LLC	17.25K	Jun 30, 26	--	0.04%
B. Riley Wealth Advisors, Inc.	16.93K	Jun 30, 26	-14.59K	0.04%
HighTower Advisors, LLC	16.79K	Jun 30, 26	-3.13K	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	16.63K	Jun 30, 26	-3.63K	0.04%
Shulman DeMeo Asset Management LLC	16.13K	Jun 30, 26	-1.42K	0.04%
Pensionmark Financial Group, LLC	15.34K	Jun 30, 26	-821	0.04%
Geneos Wealth Management Inc.	15.30K	Jun 30, 26	+508	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.05K	Jun 30, 26	+15.05K	0.04%
Genesee Capital Advisors, LLC	14.76K	Jun 30, 26	--	0.04%
Westbourne Investment Advisors, Inc.	13.85K	Jun 30, 26	--	0.03%
WHITTIER TRUST CO OF NEVADA INC	12.77K	Jun 30, 26	-1.89K	0.03%
AGP FRANKLIN, LLC	12.62K	Jun 30, 26	--	0.03%
JANE STREET GROUP, LLC	12.20K	Jun 30, 26	+12.20K	0.03%
Institute for Wealth Management, LLC.	11.89K	Jun 30, 26	-80	0.03%
Sanctuary Advisors, LLC	11.83K	Jun 30, 26	--	0.03%
Janney Montgomery Scott LLC	11.14K	Jun 30, 26	+11.14K	0.03%
LVZ, Inc.	10.38K	Jun 30, 26	-3.67K	0.03%
Vanguard Capital Wealth Advisors	10.00K	Jun 30, 26	--	0.02%
Pathstone Holdings, LLC	9.42K	Jun 30, 26	-584	0.02%
CARY STREET PARTNERS FINANCIAL LLC	8.82K	Jun 30, 26	+8.82K	0.02%
Baird Financial Group, Inc.	8.80K	Jun 30, 26	+8.80K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	8.67K	Jun 30, 26	+8.67K	0.02%
Financial Engines Advisors L.L.C.	8.30K	Jun 30, 26	+8.30K	0.02%
Summit Financial, LLC	8.17K	Jun 30, 26	+8.17K	0.02%
ROMAN BUTLER FULLERTON & CO	7.98K	Jun 30, 26	+7.98K	0.02%
Ameritas Advisory Services, LLC	7.90K	Jun 30, 26	+7.90K	0.02%
HARBOUR INVESTMENTS, INC.	7.80K	Jun 30, 26	+1	0.02%
NBC SECURITIES, INC.	7.47K	Jun 30, 26	+15	0.02%
Bogart Wealth, LLC	6.62K	Jun 30, 26	+13	0.02%
Ancora Advisors, LLC	5.25K	Jun 30, 26	--	0.01%
HOLLENCREST CAPITAL MANAGEMENT	4.90K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	4.76K	Jun 30, 26	+1.52K	0.01%
Smartleaf Asset Management LLC	4.59K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	4.33K	Jun 30, 26	+4.33K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.56K	Jun 30, 26	--	0.01%
DT Investment Partners, LLC	3.08K	Jun 30, 26	--	0.01%
Measured Wealth Private Client Group, LLC	3.02K	Jun 30, 26	--	0.01%
Axiom Investment Management LLC	2.90K	Jun 30, 26	-94	0.01%
MATHER GROUP, LLC.	2.63K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	2.01K	Jun 30, 26	+2.01K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.98K	Jun 30, 26	--	0.00%
Spectrum Wealth Advisory Group, LLC	1.93K	Jun 30, 26	+1.93K	0.00%
Rockefeller Capital Management L.P.	1.85K	Jun 30, 26	+261	0.00%
BROWN BROTHERS HARRIMAN & CO	1.85K	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	1.73K	Jun 30, 26	--	0.00%
TRUST CO OF VERMONT	1.16K	Jun 30, 26	+1.16K	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.15K	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	1.11K	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	1.09K	Jun 30, 26	+1.09K	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	850	Jun 30, 26	+850	0.00%
Larson Financial Group LLC	787	Jun 30, 26	+787	0.00%
Eukles Asset Management	630	Jun 30, 26	--	0.00%
NewEdge Advisors, LLC	586	Jun 30, 26	--	0.00%
Truvestments Capital LLC	553	Jun 30, 26	--	0.00%
US BANCORP \DE\	375	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	137	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	131	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	115	Jun 30, 26	+115	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	89	Jun 30, 26	--	0.00%
Indiana Trust & Investment Management CO	60	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	6	Jun 30, 26	--	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-1.75K	--
Team Financial Group, LLC	--	Jun 30, 26	-2.49K	--
Global Assets Advisory, LLC	--	Jun 30, 26	-3.96K	--
Key FInancial Inc	--	Jun 30, 26	-1.44K	--
Mirae Asset Global Investments Co., Ltd.	--	Jun 30, 26	-6.15K	--
MAI Capital Management	--	Jun 30, 26	-3.56K	--
U.S. Capital Wealth Advisors, LLC	74.32K	Mar 31, 26	+3.52K	0.18%
Sunbelt Securities, Inc.	36.43K	Mar 31, 26	-8.23K	0.09%
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-1.61K	--
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

1.12M

Jun 30, 26

+16.56K

2.74%

MORGAN STANLEY

783.33K

Jun 30, 26

+7.19K

1.91%

WELLS FARGO & COMPANY/MN

766.48K

Jun 30, 26

+38.76K

1.87%

LPL Financial LLC

575.05K

Jun 30, 26

+743

1.40%

ADVISOR GROUP HOLDINGS, INC.

566.89K

Jun 30, 26

+50.69K

1.38%

BANK OF AMERICA CORP /DE/

482.59K

Jun 30, 26

-10.36K

1.18%

UBS Group AG

481.27K

Jun 30, 26

+22.11K

1.17%

GUGGENHEIM CAPITAL LLC

467.32K

Jun 30, 26

+90.48K

1.14%

Advisors Asset Management, Inc.

449.23K

Jun 30, 26

-18.20K

1.10%

Invesco Ltd.

406.30K

Jun 30, 26

+20.87K

0.99%

ENVESTNET ASSET MANAGEMENT INC

359.25K

Jun 30, 26

+3.65K

0.88%

PRINCIPAL SECURITIES, INC.

261.66K

Jun 30, 26

-5.95K

0.64%

ROYAL BANK OF CANADA

244.42K

Jun 30, 26

-12.83K

0.60%

NFP Retirement, Inc.

204.94K

Jun 30, 26

-5.60K

0.50%

WILEY BROS.-AINTREE CAPITAL, LLC

139.86K

Jun 30, 26

+2.63K

0.34%

TRUIST FINANCIAL CORP

132.38K

Jun 30, 26

+5.18K

0.32%

GraniteShares Advisors LLC

120.55K

Jun 30, 26

+15.78K

0.29%

Steward Partners Investment Advisory, LLC

91.09K

Jun 30, 26

+11.40K

0.22%

Capital Investment Advisory Services, LLC

87.82K

Jun 30, 26

-12.99K

0.21%

COHEN & STEERS, INC.

85.49K

Jun 30, 26

0.21%

Cetera Investment Advisers

82.90K

Jun 30, 26

-1.73K

0.20%

SRS Capital Advisors, Inc.

74.32K

Jun 30, 26

+74.32K

0.18%

Global Retirement Partners, LLC

64.99K

Jun 30, 26

+64.99K

0.16%

one8zero8, LLC

63.85K

Jun 30, 26

0.16%

TPG Advisors LLC

60.96K

Jun 30, 26

-1.04K

0.15%

AMERIPRISE FINANCIAL INC

60.29K

Jun 30, 26

+2.51K

0.15%

FIRST TRUST ADVISORS LP

53.12K

Jun 30, 26

-1.10K

0.13%

STIFEL FINANCIAL CORP

52.00K

Jun 30, 26

-913

0.13%

Private Advisor Group, LLC

46.50K

Jun 30, 26

-14.71K

0.11%

Next Level Private LLC

46.18K

Jun 30, 26

+440

0.11%

Cambridge Investment Research Advisors, Inc.

45.59K

Jun 30, 26

+5.94K

0.11%

MPWM ADVISORY SOLUTIONS, LLC

45.31K

Jun 30, 26

+10.20K

0.11%

J.W. COLE ADVISORS, INC.

43.71K

Jun 30, 26

+43.71K

0.11%

Integrated Wealth Concepts LLC

37.41K

Jun 30, 26

+14.18K

0.09%

Atomi Financial Group, Inc.

36.89K

Jun 30, 26

-1.48K

0.09%

CFO4Life Group, LLC

35.52K

Jun 30, 26

+204

0.09%

MONEY CONCEPTS CAPITAL CORP

32.94K

Jun 30, 26

+578

0.08%

Kestra Advisory Services, LLC

32.66K

Jun 30, 26

-5.64K

0.08%

Colony Group, LLC

29.72K

Jun 30, 26

-118.81K

0.07%

CAPTRUST FINANCIAL ADVISORS

27.12K

Jun 30, 26

+8.75K

0.07%

REGIONS FINANCIAL CORP

25.00K

Jun 30, 26

0.06%

Advisory Services Network, LLC

24.63K

Jun 30, 26

-1.22K

0.06%

Allworth Financial LP

24.38K

Jun 30, 26

+1.05K

0.06%

Wealthspire Advisors, LLC

24.11K

Jun 30, 26

0.06%

Financial Security Advisor, Inc.

24.02K

Jun 30, 26

+79

0.06%

DAVENPORT & Co LLC

23.45K

Jun 30, 26

-242

0.06%

Tyche Wealth Partners LLC

22.49K

Jun 30, 26

0.05%

Arkadios Wealth Advisors

20.61K

Jun 30, 26

+20.61K

0.05%

D.A. DAVIDSON & CO.

20.56K

Jun 30, 26

0.05%

MGO ONE SEVEN LLC

20.54K

Jun 30, 26

+20.54K

0.05%

GREAT VALLEY ADVISOR GROUP, INC.

20.38K

Jun 30, 26

0.05%

VISTA INVESTMENT PARTNERS II, LLC

18.85K

Jun 30, 26

0.05%

Cypress Capital Group

17.95K

Jun 30, 26

-12

0.04%

Creative Planning

17.79K

Jun 30, 26

+2.33K

0.04%

17 CAPITAL PARTNERS, LLC

17.71K

Jun 30, 26

+1.69K

0.04%

Nuveen, LLC

17.49K

Jun 30, 26

+17.49K

0.04%

WEDBUSH SECURITIES INC

17.29K

Jun 30, 26

-4.29K

0.04%

David J Yvars Group

17.27K

Jun 30, 26

+158

0.04%

Stonebridge Financial Group, LLC

17.25K

Jun 30, 26

0.04%

B. Riley Wealth Advisors, Inc.

16.93K

Jun 30, 26

-14.59K

0.04%

HighTower Advisors, LLC

16.79K

Jun 30, 26

-3.13K

0.04%

COMMONWEALTH EQUITY SERVICES, LLC

16.63K

Jun 30, 26

-3.63K

0.04%

Shulman DeMeo Asset Management LLC

16.13K

Jun 30, 26

-1.42K

0.04%

Pensionmark Financial Group, LLC

15.34K

Jun 30, 26

-821

0.04%

Geneos Wealth Management Inc.

15.30K

Jun 30, 26

+508

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

15.05K

Jun 30, 26

+15.05K

0.04%

Genesee Capital Advisors, LLC

14.76K

Jun 30, 26

0.04%

Westbourne Investment Advisors, Inc.

13.85K

Jun 30, 26

0.03%

WHITTIER TRUST CO OF NEVADA INC

12.77K

Jun 30, 26

-1.89K

0.03%

AGP FRANKLIN, LLC

12.62K

Jun 30, 26

0.03%

JANE STREET GROUP, LLC

12.20K

Jun 30, 26

+12.20K

0.03%

Institute for Wealth Management, LLC.

11.89K

Jun 30, 26

-80

0.03%

Sanctuary Advisors, LLC

11.83K

Jun 30, 26

0.03%

Janney Montgomery Scott LLC

11.14K

Jun 30, 26

+11.14K

0.03%

LVZ, Inc.

10.38K

Jun 30, 26

-3.67K

0.03%

Vanguard Capital Wealth Advisors

10.00K

Jun 30, 26

0.02%

Pathstone Holdings, LLC

9.42K

Jun 30, 26

-584

0.02%

CARY STREET PARTNERS FINANCIAL LLC

8.82K

Jun 30, 26

+8.82K

0.02%

Baird Financial Group, Inc.

8.80K

Jun 30, 26

+8.80K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

8.67K

Jun 30, 26

+8.67K

0.02%

Financial Engines Advisors L.L.C.

8.30K

Jun 30, 26

+8.30K

0.02%

Summit Financial, LLC

8.17K

Jun 30, 26

+8.17K

0.02%

ROMAN BUTLER FULLERTON & CO

7.98K

Jun 30, 26

+7.98K

0.02%

Ameritas Advisory Services, LLC

7.90K

Jun 30, 26

+7.90K

0.02%

HARBOUR INVESTMENTS, INC.

7.80K

Jun 30, 26

0.02%

NBC SECURITIES, INC.

7.47K

Jun 30, 26

+15

0.02%

Bogart Wealth, LLC

6.62K

Jun 30, 26

+13

0.02%

Ancora Advisors, LLC

5.25K

Jun 30, 26

0.01%

HOLLENCREST CAPITAL MANAGEMENT

4.90K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

4.76K

Jun 30, 26

+1.52K

0.01%

Smartleaf Asset Management LLC

4.59K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

4.33K

Jun 30, 26

+4.33K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.56K

Jun 30, 26

0.01%

DT Investment Partners, LLC

3.08K

Jun 30, 26

0.01%

Measured Wealth Private Client Group, LLC

3.02K

Jun 30, 26

0.01%

Axiom Investment Management LLC

2.90K

Jun 30, 26

-94

0.01%

MATHER GROUP, LLC.

2.63K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

2.01K

Jun 30, 26

+2.01K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.98K

Jun 30, 26

0.00%

Spectrum Wealth Advisory Group, LLC

1.93K

Jun 30, 26

+1.93K

0.00%

Rockefeller Capital Management L.P.

1.85K

Jun 30, 26

+261

0.00%

BROWN BROTHERS HARRIMAN & CO

1.85K

Jun 30, 26

0.00%

CENTRAL TRUST Co

1.73K

Jun 30, 26

0.00%

TRUST CO OF VERMONT

1.16K

Jun 30, 26

+1.16K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.15K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

1.11K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

1.09K

Jun 30, 26

+1.09K

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

850

Jun 30, 26

+850

0.00%

Larson Financial Group LLC

787

Jun 30, 26

+787

0.00%

Eukles Asset Management

630

Jun 30, 26

0.00%

NewEdge Advisors, LLC

586

Jun 30, 26

0.00%

Truvestments Capital LLC

553

Jun 30, 26

0.00%

US BANCORP \DE\

375

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

137

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

131

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

115

Jun 30, 26

+115

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

Indiana Trust & Investment Management CO

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

Root Financial Partners, LLC

Jun 30, 26

-1.75K

Team Financial Group, LLC

Jun 30, 26

-2.49K

Global Assets Advisory, LLC

Jun 30, 26

-3.96K

Key FInancial Inc

Jun 30, 26

-1.44K

Mirae Asset Global Investments Co., Ltd.

Jun 30, 26

-6.15K

MAI Capital Management

Jun 30, 26

-3.56K

U.S. Capital Wealth Advisors, LLC

74.32K

Mar 31, 26

+3.52K

0.18%

Sunbelt Securities, Inc.

36.43K

Mar 31, 26

-8.23K

0.09%

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-1.61K

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%