CMBS(CMBS)
CMBS
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| UBS Group AG | 1.47M | Jun 30, 26 | -187.10K | 14.87% |
| AE Wealth Management LLC | 575.31K | Jun 30, 26 | +51.73K | 5.82% |
| ARVEST INVESTMENTS, INC. | 494.75K | Jun 30, 26 | +29.62K | 5.00% |
| PRUDENTIAL PLC | 427.30K | Jun 30, 26 | +247.77K | 4.32% |
| LPL Financial LLC | 426.14K | Jun 30, 26 | -94.87K | 4.31% |
| SYON CAPITAL LLC | 411.15K | Jun 30, 26 | -116.51K | 4.16% |
| HANCOCK WHITNEY CORP | 280.55K | Jun 30, 26 | -7.17K | 2.84% |
| MORGAN STANLEY | 271.17K | Jun 30, 26 | +24.21K | 2.74% |
| Prepared Retirement Institute LLC | 261.93K | Jun 30, 26 | +5.21K | 2.65% |
| UBS ASSET MANAGEMENT AMERICAS INC | 226.21K | Jun 30, 26 | -81.31K | 2.29% |
| CENTRAL BANK & TRUST CO | 194.05K | Jun 30, 26 | +972 | 1.96% |
| WELLS FARGO & COMPANY/MN | 189.25K | Jun 30, 26 | +777 | 1.91% |
| Cetera Investment Advisers | 163.08K | Jun 30, 26 | +9.67K | 1.65% |
| BANK OF AMERICA CORP /DE/ | 153.44K | Jun 30, 26 | -8.03K | 1.55% |
| RAYMOND JAMES FINANCIAL INC | 137.71K | Jun 30, 26 | +25.02K | 1.39% |
| ADVISOR GROUP HOLDINGS, INC. | 120.32K | Jun 30, 26 | -52.64K | 1.22% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 99.08K | Jun 30, 26 | +3.20K | 1.00% |
| AMERIPRISE FINANCIAL INC | 89.25K | Jun 30, 26 | -4.74K | 0.90% |
| Krilogy Financial LLC | 72.96K | Jun 30, 26 | +791 | 0.74% |
| Wright Fund Management, LLC | 63.29K | Jun 30, 26 | -- | 0.64% |
| Pathstone Holdings, LLC | 62.23K | Jun 30, 26 | -49 | 0.63% |
| FRANKLIN RESOURCES INC | 57.37K | Jun 30, 26 | +5.72K | 0.58% |
| Insight Wealth Partners, LLC | 52.68K | Jun 30, 26 | -18.17K | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 48.36K | Jun 30, 26 | +678 | 0.49% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 44.10K | Jun 30, 26 | -17.80K | 0.45% |
| JONES FINANCIAL COMPANIES LLLP | 40.04K | Jun 30, 26 | +301 | 0.41% |
| GUIDANCE CAPITAL, INC | 39.69K | Jun 30, 26 | +4.46K | 0.40% |
| JANE STREET GROUP, LLC | 38.80K | Jun 30, 26 | +11.54K | 0.39% |
| CITADEL ADVISORS LLC | 37.82K | Jun 30, 26 | -42.04K | 0.38% |
| Rosenberg Matthew Hamilton | 30.71K | Jun 30, 26 | +3.28K | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 29.52K | Jun 30, 26 | -4.13K | 0.30% |
| FIRST TRUST ADVISORS LP | 28.76K | Jun 30, 26 | +311 | 0.29% |
| Palogic Value Management, L.P. | 26.50K | Jun 30, 26 | -879 | 0.27% |
| Veridan Wealth LLC | 22.00K | Jun 30, 26 | +22.00K | 0.22% |
| Ethos Capital Management, Inc. | 19.95K | Jun 30, 26 | -9.12K | 0.20% |
| Bank of New York Mellon Corp | 19.70K | Jun 30, 26 | +8.96K | 0.20% |
| GUGGENHEIM CAPITAL LLC | 18.71K | Jun 30, 26 | -2.25K | 0.19% |
| Arete Wealth Advisors, LLC | 17.56K | Jun 30, 26 | +1.30K | 0.18% |
| Willis Johnson & Associates, Inc. | 16.25K | Jun 30, 26 | -1.81K | 0.16% |
| Hyundai Investments Co., Ltd. | 15.69K | Jun 30, 26 | +6.87K | 0.16% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 14.70K | Jun 30, 26 | +1.92K | 0.15% |
| Advisory Alpha, LLC | 14.21K | Jun 30, 26 | -1.34K | 0.14% |
| Cogent Private Wealth, Inc. | 14.15K | Jun 30, 26 | -- | 0.14% |
| MMA ASSET MANAGEMENT LLC | 12.87K | Jun 30, 26 | +24 | 0.13% |
| Heck Capital Advisors, LLC | 12.76K | Jun 30, 26 | -10.93K | 0.13% |
| City Center Advisors, LLC | 11.55K | Jun 30, 26 | +1.38K | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 10.39K | Jun 30, 26 | +822 | 0.11% |
| Visionary Wealth Advisors | 9.26K | Jun 30, 26 | -230 | 0.09% |
| Columbus Macro, LLC | 8.82K | Jun 30, 26 | -328 | 0.09% |
| FIFTH THIRD BANCORP | 8.26K | Jun 30, 26 | -4.26K | 0.08% |
| HRT FINANCIAL LP | 8.16K | Jun 30, 26 | +8.16K | 0.08% |
| IFP Advisors, Inc | 7.87K | Jun 30, 26 | +2.34K | 0.08% |
| Ridgewood Investments LLC | 6.91K | Jun 30, 26 | -- | 0.07% |
| Kestra Advisory Services, LLC | 6.61K | Jun 30, 26 | +570 | 0.07% |
| Wealthcare Advisory Partners LLC | 6.49K | Jun 30, 26 | +214 | 0.07% |
| Knights of Columbus Asset Advisors LLC | 6.34K | Jun 30, 26 | +6.34K | 0.06% |
| FLOW TRADERS U.S. LLC | 6.26K | Jun 30, 26 | -12.11K | 0.06% |
| TRUIST FINANCIAL CORP | 5.35K | Jun 30, 26 | +449 | 0.05% |
| ROYAL BANK OF CANADA | 5.12K | Jun 30, 26 | -1.94K | 0.05% |
| Elevated Capital Advisors, LLC | 2.50K | Jun 30, 26 | -5.43K | 0.03% |
| JPMORGAN CHASE & CO | 2.37K | Jun 30, 26 | -1.14K | 0.02% |
| HORIZON FINANCIAL SERVICES, LLC | 1.81K | Jun 30, 26 | -578 | 0.02% |
| ST GERMAIN D J CO INC | 1.61K | Jun 30, 26 | -- | 0.02% |
| Rockefeller Capital Management L.P. | 1.61K | Jun 30, 26 | +119 | 0.02% |
| FMR LLC | 1.59K | Jun 30, 26 | +471 | 0.02% |
| TIAA TRUST, NATIONAL ASSOCIATION | 1.43K | Jun 30, 26 | -118 | 0.01% |
| Aptus Capital Advisors, LLC | 993 | Jun 30, 26 | -- | 0.01% |
| Wagner Wealth Management, LLC | 920 | Jun 30, 26 | +9 | 0.01% |
| ROGCO, LP | 889 | Jun 30, 26 | +889 | 0.01% |
| PRIVATE TRUST CO NA | 848 | Jun 30, 26 | -- | 0.01% |
| Ashton Thomas Private Wealth, LLC | 825 | Jun 30, 26 | -- | 0.01% |
| Capital Analysts, LLC | 677 | Jun 30, 26 | -- | 0.01% |
| Decker Retirement Planning Inc. | 601 | Jun 30, 26 | -- | 0.01% |
| Strengthening Families & Communities, LLC | 457 | Jun 30, 26 | +4 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 441 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 306 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 267 | Jun 30, 26 | -276 | 0.00% |
| Global Retirement Partners, LLC | 227 | Jun 30, 26 | +227 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 193 | Jun 30, 26 | +36 | 0.00% |
| Signature Equity Partners, LLC | 145 | Jun 30, 26 | -153 | 0.00% |
| Farther Finance Advisors, LLC | 92 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 75 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 68 | Jun 30, 26 | +68 | 0.00% |
| Qube Research & Technologies Ltd | 46 | Jun 30, 26 | -- | 0.00% |
| IMG Wealth Management, Inc. | 32 | Jun 30, 26 | -- | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 27 | Jun 30, 26 | -12.16K | 0.00% |
| SRS Capital Advisors, Inc. | 13 | Jun 30, 26 | -28 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 7 | Jun 30, 26 | +7 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 5 | Jun 30, 26 | +5 | 0.00% |
| Integrated Wealth Concepts LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| Spurstone Advisory Services, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 1 | Jun 30, 26 | +1 | 0.00% |
| SYKON CAPITAL LLC | -- | Jun 30, 26 | -72.01K | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -200 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -2.90K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -62.19K | -- |
| Maia Wealth LLC | -- | Jun 30, 26 | -20.17K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -993 | -- |
| CULLEN/FROST BANKERS, INC. | -- | Jun 30, 26 | -5 | -- |
| Beacon Pointe Advisors, LLC | -- | Jun 30, 26 | -41.52K | -- |
| Quantinno Capital Management LP | -- | Jun 30, 26 | -4.52K | -- |
| Jackson Hole Capital Partners, LLC | 136 | Mar 31, 26 | -- | 0.00% |
| U.S. Capital Wealth Advisors, LLC | -- | Mar 31, 26 | -79.11K | -- |
| CWM, LLC | -- | Mar 31, 26 | -256 | -- |
| COMERICA BANK | 11.50K | Dec 31, 25 | -86 | 0.12% |
| AVANTAX ADVISORY SERVICES, INC. | 47.08K | Jun 30, 25 | +9.47K | 0.48% |
| Capital A Wealth Management, LLC | 318 | Jun 30, 25 | +310 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 24.51K | Sep 30, 24 | -351 | 0.25% |
| Raymond James Financial Services Advisors, Inc. | 16.26K | Sep 30, 24 | +820 | 0.16% |
| RAYMOND JAMES TRUST N.A. | 6.34K | Sep 30, 24 | +6.34K | 0.06% |
| Family Asset Management, LLC | 1.01K | Sep 30, 24 | -- | 0.01% |
| Peterson Financial Group, Inc. | 2 | Sep 30, 24 | +2 | 0.00% |
| BlackRock Inc. | 469.55K | Jun 30, 24 | +429.63K | 4.75% |
| Cetera Advisors LLC | 37.85K | Mar 31, 24 | +1.72K | 0.38% |
| PATHSTONE FAMILY OFFICE, LLC | 469.88K | Sep 30, 23 | -131.71K | 4.75% |
| ADVISOR PARTNERS II, LLC | 19.20K | Sep 30, 23 | -27.01K | 0.19% |
| BerganKDV Wealth Management, LLC | 4.95K | Jun 30, 23 | -492.49K | 0.05% |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -300 | -- |
| BLUESTEIN R H & CO LLC | 7.03K | Sep 30, 22 | +942 | 0.07% |
| MUFG Americas Holdings Corp | 5.21K | Sep 30, 22 | -- | 0.05% |
| Danda Trouve Investment Management, Inc. | 150 | Sep 30, 22 | +150 | 0.00% |
| ADVISOR PARTNERS LLC | 14.84K | Jun 30, 22 | +1.25K | 0.15% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14.54K | Mar 31, 22 | -2.58K | 0.15% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -48 | -- |
| LifePlan Financial Group, Inc | 2.28K | Sep 30, 20 | +1 | 0.02% |
| Global Financial Private Capital, Inc | 18.63K | Jun 30, 20 | -10.18K | 0.19% |
| Advisor Group, Inc. | 29.71K | Dec 31, 19 | +13.50K | 0.30% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.15K | Dec 31, 19 | -92 | 0.06% |
| BB&T SECURITIES, LLC | 5.49K | Sep 30, 19 | -104 | 0.06% |
| Hugh Johnson Advisors LLC | 109.49K | Jun 30, 19 | -683 | 1.11% |
| Blue Granite Capital, LLC | 8.70K | Dec 31, 17 | +1.00K | 0.09% |
| AURORA FINANCIAL ADVISORS, LLC | 8.08K | Dec 31, 17 | +8.08K | 0.08% |
| BB&T INVESTMENT SERVICES, INC. | 5 | Dec 31, 17 | -- | 0.00% |
| BlackRock Investment Management, LLC | 94.79K | Dec 31, 16 | +1.91K | 0.96% |
| BLACKROCK ADVISORS LLC | 4.51K | Dec 31, 16 | +104 | 0.05% |
| MSI Financial Services Inc | 1.29K | Dec 31, 16 | +39 | 0.01% |
| KANALY TRUST CO | -- | Dec 31, 16 | -1.10K | -- |
| EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 13.30K | Sep 30, 16 | +13.30K | 0.13% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 11.64K | Sep 30, 16 | +11.64K | 0.12% |
| CURIAN CAPITAL LLC | 53.67K | Dec 31, 15 | -156.81K | 0.54% |
| MANAGED ACCOUNT ADVISORS LLC | 85.15K | Jun 30, 15 | +6.95K | 0.86% |
| UBS AG | 216.98K | Sep 30, 14 | +207.83K | 2.19% |
| Jane Street Holding, LLC | 12.30K | Dec 31, 13 | +5.87K | 0.12% |
| KNIGHT CAPITAL GROUP LLC | 10.59K | Jun 30, 13 | -7.95K | 0.11% |