Capital Southwest Corporation(CSWC)

$24.88—

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Capital Southwest Corporation(CSWC)

NASDAQ

$24.88—

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CSWC(CSWC)

CSWC

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Institutional Ownership

Top 288 Institutional Holders

Holder	Shares	Date	Change	% Held
VAN ECK ASSOCIATES CORP	1.53M	Jun 30, 26	+399.11K	2.46%
UBS Group AG	1.22M	Jun 30, 26	+364.11K	1.96%
TWO SIGMA INVESTMENTS, LP	1.18M	Jun 30, 26	-1.17M	1.90%
Sound Income Strategies, LLC	934.32K	Jun 30, 26	+30.99K	1.50%
SANDERS MORRIS HARRIS LLC	759.99K	Jun 30, 26	-351.18K	1.22%
Empirical Finance, LLC	525.50K	Jun 30, 26	-93.37K	0.85%
Legal & General Group Plc	499.71K	Jun 30, 26	+56.58K	0.80%
Cetera Investment Advisers	490.93K	Jun 30, 26	+38.23K	0.79%
Muzinich & Co., Inc.	435.91K	Jun 30, 26	+9.67K	0.70%
ENVESTNET ASSET MANAGEMENT INC	417.57K	Jun 30, 26	+14.65K	0.67%
LPL Financial LLC	402.58K	Jun 30, 26	+170.87K	0.65%
FRANKLIN RESOURCES INC	379.69K	Jun 30, 26	+50.56K	0.61%
Columbus Macro, LLC	374.87K	Jun 30, 26	+17.09K	0.60%
TECTONIC ADVISORS LLC	355.37K	Jun 30, 26	+355.37K	0.57%
BlackRock, Inc.	300.38K	Jun 30, 26	+23.89K	0.48%
EPIQ PARTNERS, LLC	294.00K	Jun 30, 26	-18.32K	0.47%
Sumitomo Mitsui Trust Group, Inc.	291.78K	Jun 30, 26	+7.00K	0.47%
RAYMOND JAMES FINANCIAL INC	269.53K	Jun 30, 26	+4.87K	0.43%
MORGAN STANLEY	215.97K	Jun 30, 26	+31.94K	0.35%
FIRST MANHATTAN CO. LLC.	167.84K	Jun 30, 26	-21.02K	0.27%
Naviter Wealth, LLC	167.73K	Jun 30, 26	+43.16K	0.27%
Schonfeld Strategic Advisors LLC	160.02K	Jun 30, 26	+160.02K	0.26%
GRACE & WHITE INC /NY	159.70K	Jun 30, 26	-5.00K	0.26%
HRT FINANCIAL LP	157.94K	Jun 30, 26	+64.52K	0.25%
Foundations Investment Advisors, LLC	129.16K	Jun 30, 26	-6.29K	0.21%
GraniteShares Advisors LLC	126.44K	Jun 30, 26	+16.55K	0.20%
MARSHALL WACE, LLP	120.79K	Jun 30, 26	+120.79K	0.19%
Hodges Capital Management Inc.	112.28K	Jun 30, 26	+2.01K	0.18%
AMERIPRISE FINANCIAL INC	103.85K	Jun 30, 26	-1.62K	0.17%
Trexquant Investment LP	103.69K	Jun 30, 26	+94.07K	0.17%
Advisors Asset Management, Inc.	98.62K	Jun 30, 26	-9.78K	0.16%
XTX Topco Ltd	97.03K	Jun 30, 26	+83.71K	0.16%
CONFLUENCE INVESTMENT MANAGEMENT LLC	95.36K	Jun 30, 26	+23	0.15%
First Dallas Securities Inc.	90.47K	Jun 30, 26	+777	0.15%
CITADEL ADVISORS LLC	88.25K	Jun 30, 26	+88.25K	0.14%
Inspire Advisors, LLC	87.76K	Jun 30, 26	+73.15K	0.14%
BANK OF AMERICA CORP /DE/	86.01K	Jun 30, 26	+44.24K	0.14%
Neuberger Berman Group LLC	84.50K	Jun 30, 26	-7.98K	0.14%
BENJAMIN EDWARDS INC	83.70K	Jun 30, 26	-4.53K	0.13%
STATE STREET CORP	80.44K	Jun 30, 26	+11.38K	0.13%
SMH CAPITAL ADVISORS INC	80.07K	Jun 30, 26	+1.71K	0.13%
Truvestments Capital LLC	78.67K	Jun 30, 26	+5.92K	0.13%
GREAT WEST LIFE ASSURANCE CO /CAN/	77.94K	Jun 30, 26	+12.33K	0.13%
BALYASNY ASSET MANAGEMENT L.P.	77.19K	Jun 30, 26	-13.71K	0.12%
Legacy Capital Wealth Partners, LLC	74.65K	Jun 30, 26	+3.48K	0.12%
DENALI ADVISORS LLC	72.01K	Jun 30, 26	-3.83K	0.12%
B. Riley Wealth Advisors, Inc.	69.78K	Jun 30, 26	+15	0.11%
BNP PARIBAS ARBITRAGE, SNC	66.61K	Jun 30, 26	+10.04K	0.11%
COZAD ASSET MANAGEMENT INC	66.13K	Jun 30, 26	+6.27K	0.11%
Kestra Advisory Services, LLC	64.70K	Jun 30, 26	+7.84K	0.10%
Cambridge Investment Research Advisors, Inc.	63.29K	Jun 30, 26	+7.48K	0.10%
Hennion & Walsh Asset Management, Inc.	62.37K	Jun 30, 26	-1.37K	0.10%
Moerus Capital Management LLC	61.70K	Jun 30, 26	--	0.10%
INDEPENDENT FINANCIAL GROUP, LLC	59.12K	Jun 30, 26	+40.70K	0.10%
JANE STREET GROUP, LLC	57.12K	Jun 30, 26	-21.86K	0.09%
Mariner, LLC	51.26K	Jun 30, 26	+19.36K	0.08%
Catalyst Capital Advisors LLC	49.00K	Jun 30, 26	--	0.08%
Bayshore Capital Advisors, LLC	48.32K	Jun 30, 26	+27.82K	0.08%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	45.26K	Jun 30, 26	-102.06K	0.07%
Quantbot Technologies LP	43.45K	Jun 30, 26	+27.72K	0.07%
ROYAL BANK OF CANADA	42.72K	Jun 30, 26	+19.45K	0.07%
Symphony Financial, Ltd. Co.	42.15K	Jun 30, 26	+1.19K	0.07%
Cornerstone Wealth Management, LLC	40.81K	Jun 30, 26	+225	0.07%
NAVELLIER & ASSOCIATES INC	38.88K	Jun 30, 26	+38.88K	0.06%
Brookstone Capital Management	38.70K	Jun 30, 26	+38.70K	0.06%
Janney Montgomery Scott LLC	37.45K	Jun 30, 26	+37.45K	0.06%
CALDWELL SUTTER CAPITAL, INC.	36.62K	Jun 30, 26	-400	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	36.20K	Jun 30, 26	-18.82K	0.06%
GUGGENHEIM CAPITAL LLC	31.55K	Jun 30, 26	+2.33K	0.05%
AlphaCore Capital LLC	31.55K	Jun 30, 26	+550	0.05%
OCCUDO QUANTITATIVE STRATEGIES LP	30.53K	Jun 30, 26	+17.65K	0.05%
Greenland Capital Management LP	29.00K	Jun 30, 26	+3.00K	0.05%
ADVISOR GROUP HOLDINGS, INC.	27.54K	Jun 30, 26	+10.10K	0.04%
GEN Financial Management, INC.	26.57K	Jun 30, 26	+26.57K	0.04%
Jump Financial, LLC	26.41K	Jun 30, 26	+26.41K	0.04%
NORTHERN TRUST CORP	26.16K	Jun 30, 26	-494	0.04%
MILLENNIUM MANAGEMENT LLC	24.48K	Jun 30, 26	-180.07K	0.04%
Arlington Capital Management, Inc.	24.20K	Jun 30, 26	+2.64K	0.04%
Invesco Ltd.	24.01K	Jun 30, 26	-2.31K	0.04%
GOLDMAN SACHS GROUP INC	23.31K	Jun 30, 26	+23.31K	0.04%
Apollon Wealth Management, LLC	22.68K	Jun 30, 26	-1.97K	0.04%
Mraz, Amerine & Associates, Inc.	21.98K	Jun 30, 26	-2.27K	0.04%
GSA CAPITAL PARTNERS LLP	21.81K	Jun 30, 26	+21.81K	0.04%
Zuckerman Investment Group, LLC	21.37K	Jun 30, 26	-566	0.03%
DEARBORN PARTNERS LLC	19.42K	Jun 30, 26	--	0.03%
WEDBUSH SECURITIES INC	19.28K	Jun 30, 26	+2.90K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	18.43K	Jun 30, 26	+18.43K	0.03%
1900 WEALTH MANAGEMENT LLC	18.27K	Jun 30, 26	--	0.03%
LBMC INVESTMENT ADVISORS, LLC	18.25K	Jun 30, 26	--	0.03%
Virtus Investment Advisers, Inc.	16.17K	Jun 30, 26	-6.29K	0.03%
Samalin Investment Counsel, LLC	16.00K	Jun 30, 26	-6.88K	0.03%
BROWN ADVISORY INC	15.77K	Jun 30, 26	+15.77K	0.03%
Belpointe Asset Management LLC	15.35K	Jun 30, 26	-447	0.02%
CreativeOne Wealth, LLC	15.02K	Jun 30, 26	-5.81K	0.02%
JPMORGAN CHASE & CO	13.95K	Jun 30, 26	-741	0.02%
FCG Investment Co	13.76K	Jun 30, 26	+3.09K	0.02%
US BANCORP \DE\	13.70K	Jun 30, 26	--	0.02%
Black Swift Group, LLC	13.55K	Jun 30, 26	+13.55K	0.02%
EAGLE GLOBAL ADVISORS LLC	13.52K	Jun 30, 26	+4.17K	0.02%
Amundi	13.28K	Jun 30, 26	+13.28K	0.02%
Engineers Gate Manager LP	13.04K	Jun 30, 26	-4.55K	0.02%
Mission Hills Financial Advisory, LLC	12.84K	Jun 30, 26	+12.84K	0.02%
Generali Investments CEE, investicni spolecnost, a.s.	12.76K	Jun 30, 26	--	0.02%
Accel Wealth Management	12.52K	Jun 30, 26	+13	0.02%
D. E. Shaw & Co., Inc.	12.44K	Jun 30, 26	+12.44K	0.02%
Creative Planning	12.35K	Jun 30, 26	+2.41K	0.02%
Core Wealth Partners LLC	12.32K	Jun 30, 26	+800	0.02%
DRW Securities, LLC	11.96K	Jun 30, 26	+794	0.02%
Arkadios Wealth Advisors	11.90K	Jun 30, 26	+11.90K	0.02%
Brevan Howard Capital Management LP	11.79K	Jun 30, 26	-9.82K	0.02%
TWO SIGMA SECURITIES, LLC	11.56K	Jun 30, 26	+11.56K	0.02%
Colony Group, LLC	11.44K	Jun 30, 26	+482	0.02%
Global Retirement Partners, LLC	11.37K	Jun 30, 26	+11.37K	0.02%
ProShare Advisors LLC	11.36K	Jun 30, 26	+34	0.02%
GEODE CAPITAL MANAGEMENT, LLC	11.25K	Jun 30, 26	--	0.02%
WELLS FARGO & COMPANY/MN	10.99K	Jun 30, 26	+7.01K	0.02%
Squarepoint Ops LLC	10.85K	Jun 30, 26	+1.21K	0.02%
MACKENZIE FINANCIAL CORP	10.52K	Jun 30, 26	+10.52K	0.02%
Permanent Capital Management, LP	9.82K	Jun 30, 26	+9.82K	0.02%
HighTower Advisors, LLC	9.75K	Jun 30, 26	-1	0.02%
SageGuard Financial Group, LLC	9.12K	Jun 30, 26	-568	0.01%
Sequoia Financial Advisors, LLC	8.82K	Jun 30, 26	+8.82K	0.01%
EIGHT 31 FINANCIAL LLC	8.75K	Jun 30, 26	+8.75K	0.01%
VPR Management LLC	8.50K	Jun 30, 26	--	0.01%
BANK OF MONTREAL /CAN/	8.48K	Jun 30, 26	+8.48K	0.01%
Allworth Financial LP	6.54K	Jun 30, 26	+947	0.01%
Rialto Wealth Management, LLC	4.81K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.31K	Jun 30, 26	+4.31K	0.01%
Parallel Advisors, LLC	4.18K	Jun 30, 26	--	0.01%
HOLLENCREST CAPITAL MANAGEMENT	4.10K	Jun 30, 26	+98	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.00K	Jun 30, 26	-409	0.01%
IFG Advisory, LLC	3.50K	Jun 30, 26	+3.50K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.09K	Jun 30, 26	-1.57K	0.00%
Burk Holdings LLC	3.07K	Jun 30, 26	--	0.00%
Capital Analysts, LLC	2.98K	Jun 30, 26	+72	0.00%
Spire Wealth Management	2.80K	Jun 30, 26	+2.20K	0.00%
SIGNATUREFD, LLC	2.74K	Jun 30, 26	-671	0.00%
Washington Trust Advisors, Inc.	2.50K	Jun 30, 26	--	0.00%
Osbon Capital Management LLC	2.50K	Jun 30, 26	-150	0.00%
Farther Finance Advisors, LLC	2.44K	Jun 30, 26	-264	0.00%
EverSource Wealth Advisors, LLC	2.32K	Jun 30, 26	-10	0.00%
State of Alaska, Department of Revenue	2.24K	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	2.09K	Jun 30, 26	+2.09K	0.00%
Steward Partners Investment Advisory, LLC	1.81K	Jun 30, 26	+1.81K	0.00%
Triumph Capital Management	1.75K	Jun 30, 26	+350	0.00%
Union Bancaire Privee, UBP SA	1.69K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	1.63K	Jun 30, 26	-300	0.00%
Elequin Securities, LLC	1.61K	Jun 30, 26	+429	0.00%
Rockefeller Capital Management L.P.	1.23K	Jun 30, 26	+1.00K	0.00%
JONES FINANCIAL COMPANIES LLLP	1.21K	Jun 30, 26	+50	0.00%
North Star Investment Management Corp.	1.02K	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	1.00K	Jun 30, 26	--	0.00%
Larson Financial Group LLC	1.00K	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	985	Jun 30, 26	-68	0.00%
Heritage Wealth Advisors	980	Jun 30, 26	+980	0.00%
SIMPLEX TRADING, LLC	970	Jun 30, 26	-6.26K	0.00%
NewEdge Advisors, LLC	955	Jun 30, 26	+955	0.00%
Avion Wealth	900	Jun 30, 26	+400	0.00%
Integrated Wealth Concepts LLC	780	Jun 30, 26	+780	0.00%
HHM Wealth Advisors, LLC	700	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	662	Jun 30, 26	+314	0.00%
TOTH FINANCIAL ADVISORY CORP	600	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	600	Jun 30, 26	-2.10K	0.00%
GROUP ONE TRADING, L.P.	514	Jun 30, 26	-2.09K	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	500	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	400	Jun 30, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	291	Jun 30, 26	--	0.00%
LRI Investments, LLC	250	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	200	Jun 30, 26	--	0.00%
Archer Investment Corp	146	Jun 30, 26	+4	0.00%
VALLEY NATIONAL ADVISERS INC	100	Jun 30, 26	+100	0.00%
Quarry LP	88	Jun 30, 26	-942	0.00%
JFS WEALTH ADVISORS, LLC	69	Jun 30, 26	+69	0.00%
DELTA ASSET MANAGEMENT LLC/TN	60	Jun 30, 26	--	0.00%
NBT BANK N A /NY	34	Jun 30, 26	+1	0.00%
Caitong International Asset Management Co., Ltd	27	Jun 30, 26	-35	0.00%
DHJJ Financial Advisors, Ltd.	5	Jun 30, 26	--	0.00%
ASSETMARK, INC	3	Jun 30, 26	-24	0.00%
HUNTINGTON NATIONAL BANK	2	Jun 30, 26	--	0.00%
Vident Advisory, LLC	--	Jun 30, 26	-9.29K	--
CITIGROUP INC	--	Jun 30, 26	-1	--
BRYN MAWR TRUST Co	--	Jun 30, 26	-1.60K	--
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-197	--
PANORAMIC INVESTMENT ADVISORS, LLC	--	Jun 30, 26	-515.52K	--
PMV Capital Advisers, LLC	--	Jun 30, 26	-2	--
CHILTON CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-450	--
MAI Capital Management	--	Jun 30, 26	-3.05K	--
OXFORD ASSET MANAGEMENT LLP	--	Jun 30, 26	-19.17K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-802	--
Weiss Asset Management LP	--	Jun 30, 26	-2.85K	--
TWO SIGMA INVESTMENTS, LP	2.35M	Mar 31, 26	+1.30M	3.78%
Empowered Funds, LLC	619.10K	Mar 31, 26	+619.10K	1.00%
Empirical Finance, LLC	618.87K	Mar 31, 26	+618.87K	1.00%
PANORAMIC INVESTMENT ADVISORS, LLC	515.52K	Mar 31, 26	+515.52K	0.83%
Melia Wealth LLC	515.48K	Mar 31, 26	+12.49K	0.83%
Legal & General Group Plc	443.14K	Mar 31, 26	+53.56K	0.71%
FRANKLIN RESOURCES INC	329.12K	Mar 31, 26	+66.82K	0.53%
RAYMOND JAMES FINANCIAL INC	264.66K	Mar 31, 26	-16.35K	0.43%
MILLENNIUM MANAGEMENT LLC	204.55K	Mar 31, 26	+7.38K	0.33%
Beacon Pointe Advisors, LLC	196.77K	Mar 31, 26	+1.75K	0.32%
Advisors Asset Management, Inc.	108.40K	Mar 31, 26	+4.94K	0.17%
AMERIPRISE FINANCIAL INC	105.47K	Mar 31, 26	+85.37K	0.17%
HRT FINANCIAL LP	93.42K	Mar 31, 26	+30.27K	0.15%
Neuberger Berman Group LLC	92.47K	Mar 31, 26	-2.31K	0.15%
BALYASNY ASSET MANAGEMENT L.P.	90.91K	Mar 31, 26	+77.50K	0.15%
GREAT WEST LIFE ASSURANCE CO /CAN/	65.61K	Mar 31, 26	-6.17K	0.11%
BANK OF AMERICA CORP /DE/	41.77K	Mar 31, 26	-8.68K	0.07%
Sunbelt Securities, Inc.	37.03K	Mar 31, 26	+1.53K	0.06%
NORTHERN TRUST CORP	26.65K	Mar 31, 26	-20.57K	0.04%
CWM, LLC	21.62K	Mar 31, 26	+9.85K	0.03%
DEARBORN PARTNERS LLC	19.42K	Mar 31, 26	-579	0.03%
US BANCORP \DE\	13.70K	Mar 31, 26	--	0.02%
OCCUDO QUANTITATIVE STRATEGIES LP	12.88K	Mar 31, 26	+12.88K	0.02%
Creative Planning	9.94K	Mar 31, 26	+9.94K	0.02%
Trexquant Investment LP	9.61K	Mar 31, 26	-12.51K	0.02%
VPR Management LLC	8.50K	Mar 31, 26	--	0.01%
HOLLENCREST CAPITAL MANAGEMENT	4.00K	Mar 31, 26	-3.44K	0.01%
MAI Capital Management	3.05K	Mar 31, 26	--	0.00%
Osbon Capital Management LLC	2.65K	Mar 31, 26	+150	0.00%
GROUP ONE TRADING, L.P.	2.61K	Mar 31, 26	-2.47K	0.00%
Elequin Securities, LLC	1.18K	Mar 31, 26	+1.18K	0.00%
JONES FINANCIAL COMPANIES LLLP	1.16K	Mar 31, 26	+352	0.00%
Newbridge Financial Services Group, Inc.	1.00K	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	225	Mar 31, 26	--	0.00%
Aquatic Capital Management LLC	--	Mar 31, 26	-35.95K	--
FJ Capital Management LLC	--	Mar 31, 26	-92.69K	--
NOMURA ASSET MANAGEMENT CO LTD	--	Mar 31, 26	-447	--
Sovereign's Capital Management, LLC	--	Mar 31, 26	-76.52K	--
Atom Investors LP	--	Mar 31, 26	-65.81K	--
Point72 Asset Management, L.P.	--	Mar 31, 26	-13.78K	--
Catalina Capital Group, LLC	--	Mar 31, 26	-11.90K	--
TWO SIGMA ADVISERS, LP	1.06M	Dec 31, 25	+68.11K	1.71%
Vantage Financial Partners, LLC	19.92K	Dec 31, 25	--	0.03%
CIBC Private Wealth Group, LLC	1.34K	Dec 31, 25	-211	0.00%
REDMONT WEALTH ADVISORS LLC	335	Dec 31, 25	-67.54K	0.00%
Cubist Systematic Strategies, LLC	2.31K	Sep 30, 25	-104.89K	0.00%
Promus Capital, LLC	1.38K	Sep 30, 25	--	0.00%
Point72 Hong Kong Ltd	--	Sep 30, 25	-2.19K	--
Point72 Asia (Singapore) Pte. Ltd.	--	Sep 30, 25	-1.89K	--
Nebula Research & Development LLC	25.91K	Jun 30, 25	+25.91K	0.04%
AVANTAX ADVISORY SERVICES, INC.	10.83K	Jun 30, 25	-327	0.02%
Atria Wealth Solutions, Inc.	9.74K	Jun 30, 25	+9.74K	0.02%
First Horizon Advisors, Inc.	2.63K	Jun 30, 25	+2.43K	0.00%
Northeast Financial Consultants Inc	--	Jun 30, 25	-21.87K	--
Spectrum Wealth Counsel, LLC	230	Mar 31, 25	--	0.00%
Lindbrook Capital, LLC	--	Mar 31, 25	-13	--
WR Wealth Planners, LLC	1.00K	Dec 31, 24	+1.00K	0.00%
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-4.96K	--
Raymond James Financial Services Advisors, Inc.	128.65K	Sep 30, 24	+14.03K	0.21%
RAYMOND JAMES & ASSOCIATES	63.76K	Sep 30, 24	-1.12K	0.10%
RAYMOND JAMES TRUST N.A.	22.44K	Sep 30, 24	-46	0.04%
All Season Financial Advisors, Inc.	21.61K	Sep 30, 24	+166	0.03%
BlackRock Inc.	163.95K	Jun 30, 24	+5.31K	0.26%
MCKINLEY CAPITAL MANAGEMENT LLC	120.51K	Jun 30, 24	+58	0.19%
BENJAMIN F. EDWARDS & COMPANY, INC.	69.22K	Jun 30, 24	+1.25K	0.11%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	28	Jun 30, 24	+1	0.00%
Cetera Advisors LLC	28.79K	Mar 31, 24	+16.15K	0.05%
Cetera Advisor Networks LLC	13.42K	Mar 31, 24	+13.42K	0.02%
PUTNAM INVESTMENTS LLC	81.29K	Dec 31, 23	+21.65K	0.13%
Golden Green, Inc.	122.48K	Sep 30, 23	+1.32K	0.20%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	45.99K	Sep 30, 23	--	0.07%
COLONY GROUP LLC	9.68K	Sep 30, 23	+9.68K	0.02%
Johnson Midwest Financial, LLC	250	Sep 30, 23	+250	0.00%
Ahrens Investment Partners LLC	800	Mar 31, 23	+800	0.00%
ROOSEVELT INVESTMENT GROUP LLC	25.58K	Sep 30, 22	-376	0.04%
Farmer Steven Patrick	108.19K	Jun 30, 22	+108.19K	0.17%
BIVIN & ASSOCIATES, INC.	100	Jun 30, 22	--	0.00%
Weather Gauge Advisory, LLC	9.02K	Sep 30, 21	-515	0.01%
Marshall Wace North America L.P.	--	Sep 30, 21	-25.44K	--
Winslow, Evans & Crocker, Inc.	2.23K	Dec 31, 20	+2.23K	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	13.20K	Dec 31, 19	+327	0.02%
Advisor Group, Inc.	10.85K	Dec 31, 19	+899	0.02%
SOUTH TEXAS MONEY MANAGEMENT LTD	13.48K	Sep 30, 19	+13.48K	0.02%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	7.96K	Sep 30, 19	+6.78K	0.01%
Steinberg Global Asset Management	11.37K	Mar 31, 19	+11.37K	0.02%
Horizon Kinetics LLC	18.70K	Dec 31, 18	-600	0.03%
SILVER CAPITAL MANAGEMENT LLC	40.81K	Mar 31, 18	--	0.07%
Delpha Capital Management, LLC	--	Mar 31, 18	-87	--
Evercore Trust Company, N.A.	--	Sep 30, 17	-587.19K	--
TFS CAPITAL LLC	11.12K	Jun 30, 17	+11.12K	0.02%
BlackRock Group LTD	73.55K	Dec 31, 16	+21.35K	0.12%
MSI Financial Services Inc	--	Dec 31, 16	-184	--
Emerald Acquisition Ltd.	134.02K	Sep 30, 16	+2.21K	0.22%
Blue Clay Capital Management, LLC	19.68K	Sep 30, 16	+19.68K	0.03%
RUSSELL FRANK CO/	131.24K	Mar 31, 16	+17.76K	0.21%
Highmount Capital, LLC	14.65K	Jun 30, 15	--	0.02%
UBS AG	249.70K	Sep 30, 14	-23.30K	0.40%
BlueCrest Capital Management LLP	--	Sep 30, 14	-20.89K	--

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Holder

Date

Change

% Held

VAN ECK ASSOCIATES CORP

1.53M

Jun 30, 26

+399.11K

2.46%

UBS Group AG

1.22M

Jun 30, 26

+364.11K

1.96%

TWO SIGMA INVESTMENTS, LP

1.18M

Jun 30, 26

-1.17M

1.90%

Sound Income Strategies, LLC

934.32K

Jun 30, 26

+30.99K

1.50%

SANDERS MORRIS HARRIS LLC

759.99K

Jun 30, 26

-351.18K

1.22%

Empirical Finance, LLC

525.50K

Jun 30, 26

-93.37K

0.85%

Legal & General Group Plc

499.71K

Jun 30, 26

+56.58K

0.80%

Cetera Investment Advisers

490.93K

Jun 30, 26

+38.23K

0.79%

Muzinich & Co., Inc.

435.91K

Jun 30, 26

+9.67K

0.70%

ENVESTNET ASSET MANAGEMENT INC

417.57K

Jun 30, 26

+14.65K

0.67%

LPL Financial LLC

402.58K

Jun 30, 26

+170.87K

0.65%

FRANKLIN RESOURCES INC

379.69K

Jun 30, 26

+50.56K

0.61%

Columbus Macro, LLC

374.87K

Jun 30, 26

+17.09K

0.60%

TECTONIC ADVISORS LLC

355.37K

Jun 30, 26

+355.37K

0.57%

BlackRock, Inc.

300.38K

Jun 30, 26

+23.89K

0.48%

EPIQ PARTNERS, LLC

294.00K

Jun 30, 26

-18.32K

0.47%

Sumitomo Mitsui Trust Group, Inc.

291.78K

Jun 30, 26

+7.00K

0.47%

RAYMOND JAMES FINANCIAL INC

269.53K

Jun 30, 26

+4.87K

0.43%

MORGAN STANLEY

215.97K

Jun 30, 26

+31.94K

0.35%

FIRST MANHATTAN CO. LLC.

167.84K

Jun 30, 26

-21.02K

0.27%

Naviter Wealth, LLC

167.73K

Jun 30, 26

+43.16K

0.27%

Schonfeld Strategic Advisors LLC

160.02K

Jun 30, 26

+160.02K

0.26%

GRACE & WHITE INC /NY

159.70K

Jun 30, 26

-5.00K

0.26%

HRT FINANCIAL LP

157.94K

Jun 30, 26

+64.52K

0.25%

Foundations Investment Advisors, LLC

129.16K

Jun 30, 26

-6.29K

0.21%

GraniteShares Advisors LLC

126.44K

Jun 30, 26

+16.55K

0.20%

MARSHALL WACE, LLP

120.79K

Jun 30, 26

+120.79K

0.19%

Hodges Capital Management Inc.

112.28K

Jun 30, 26

+2.01K

0.18%

AMERIPRISE FINANCIAL INC

103.85K

Jun 30, 26

-1.62K

0.17%

Trexquant Investment LP

103.69K

Jun 30, 26

+94.07K

0.17%

Advisors Asset Management, Inc.

98.62K

Jun 30, 26

-9.78K

0.16%

XTX Topco Ltd

97.03K

Jun 30, 26

+83.71K

0.16%

CONFLUENCE INVESTMENT MANAGEMENT LLC

95.36K

Jun 30, 26

+23

0.15%

First Dallas Securities Inc.

90.47K

Jun 30, 26

+777

0.15%

CITADEL ADVISORS LLC

88.25K

Jun 30, 26

+88.25K

0.14%

Inspire Advisors, LLC

87.76K

Jun 30, 26

+73.15K

0.14%

BANK OF AMERICA CORP /DE/

86.01K

Jun 30, 26

+44.24K

0.14%

Neuberger Berman Group LLC

84.50K

Jun 30, 26

-7.98K

0.14%

BENJAMIN EDWARDS INC

83.70K

Jun 30, 26

-4.53K

0.13%

STATE STREET CORP

80.44K

Jun 30, 26

+11.38K

0.13%

SMH CAPITAL ADVISORS INC

80.07K

Jun 30, 26

+1.71K

0.13%

Truvestments Capital LLC

78.67K

Jun 30, 26

+5.92K

0.13%

GREAT WEST LIFE ASSURANCE CO /CAN/

77.94K

Jun 30, 26

+12.33K

0.13%

BALYASNY ASSET MANAGEMENT L.P.

77.19K

Jun 30, 26

-13.71K

0.12%

Legacy Capital Wealth Partners, LLC

74.65K

Jun 30, 26

+3.48K

0.12%

DENALI ADVISORS LLC

72.01K

Jun 30, 26

-3.83K

0.12%

B. Riley Wealth Advisors, Inc.

69.78K

Jun 30, 26

+15

0.11%

BNP PARIBAS ARBITRAGE, SNC

66.61K

Jun 30, 26

+10.04K

0.11%

COZAD ASSET MANAGEMENT INC

66.13K

Jun 30, 26

+6.27K

0.11%

Kestra Advisory Services, LLC

64.70K

Jun 30, 26

+7.84K

0.10%

Cambridge Investment Research Advisors, Inc.

63.29K

Jun 30, 26

+7.48K

0.10%

Hennion & Walsh Asset Management, Inc.

62.37K

Jun 30, 26

-1.37K

0.10%

Moerus Capital Management LLC

61.70K

Jun 30, 26

0.10%

INDEPENDENT FINANCIAL GROUP, LLC

59.12K

Jun 30, 26

+40.70K

0.10%

JANE STREET GROUP, LLC

57.12K

Jun 30, 26

-21.86K

0.09%

Mariner, LLC

51.26K

Jun 30, 26

+19.36K

0.08%

Catalyst Capital Advisors LLC

49.00K

Jun 30, 26

0.08%

Bayshore Capital Advisors, LLC

48.32K

Jun 30, 26

+27.82K

0.08%

VOLORIDGE INVESTMENT MANAGEMENT, LLC

45.26K

Jun 30, 26

-102.06K

0.07%

Quantbot Technologies LP

43.45K

Jun 30, 26

+27.72K

0.07%

ROYAL BANK OF CANADA

42.72K

Jun 30, 26

+19.45K

0.07%

Symphony Financial, Ltd. Co.

42.15K

Jun 30, 26

+1.19K

0.07%

Cornerstone Wealth Management, LLC

40.81K

Jun 30, 26

+225

0.07%

NAVELLIER & ASSOCIATES INC

38.88K

Jun 30, 26

+38.88K

0.06%

Brookstone Capital Management

38.70K

Jun 30, 26

+38.70K

0.06%

Janney Montgomery Scott LLC

37.45K

Jun 30, 26

+37.45K

0.06%

CALDWELL SUTTER CAPITAL, INC.

36.62K

Jun 30, 26

-400

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

36.20K

Jun 30, 26

-18.82K

0.06%

GUGGENHEIM CAPITAL LLC

31.55K

Jun 30, 26

+2.33K

0.05%

AlphaCore Capital LLC

31.55K

Jun 30, 26

+550

0.05%

OCCUDO QUANTITATIVE STRATEGIES LP

30.53K

Jun 30, 26

+17.65K

0.05%

Greenland Capital Management LP

29.00K

Jun 30, 26

+3.00K

0.05%

ADVISOR GROUP HOLDINGS, INC.

27.54K

Jun 30, 26

+10.10K

0.04%

GEN Financial Management, INC.

26.57K

Jun 30, 26

+26.57K

0.04%

Jump Financial, LLC

26.41K

Jun 30, 26

+26.41K

0.04%

NORTHERN TRUST CORP

26.16K

Jun 30, 26

-494

0.04%

MILLENNIUM MANAGEMENT LLC

24.48K

Jun 30, 26

-180.07K

0.04%

Arlington Capital Management, Inc.

24.20K

Jun 30, 26

+2.64K

0.04%

Invesco Ltd.

24.01K

Jun 30, 26

-2.31K

0.04%

GOLDMAN SACHS GROUP INC

23.31K

Jun 30, 26

+23.31K

0.04%

Apollon Wealth Management, LLC

22.68K

Jun 30, 26

-1.97K

0.04%

Mraz, Amerine & Associates, Inc.

21.98K

Jun 30, 26

-2.27K

0.04%

GSA CAPITAL PARTNERS LLP

21.81K

Jun 30, 26

+21.81K

0.04%

Zuckerman Investment Group, LLC

21.37K

Jun 30, 26

-566

0.03%

DEARBORN PARTNERS LLC

19.42K

Jun 30, 26

0.03%

WEDBUSH SECURITIES INC

19.28K

Jun 30, 26

+2.90K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

18.43K

Jun 30, 26

+18.43K

0.03%

1900 WEALTH MANAGEMENT LLC

18.27K

Jun 30, 26

0.03%

LBMC INVESTMENT ADVISORS, LLC

18.25K

Jun 30, 26

0.03%

Virtus Investment Advisers, Inc.

16.17K

Jun 30, 26

-6.29K

0.03%

Samalin Investment Counsel, LLC

16.00K

Jun 30, 26

-6.88K

0.03%

BROWN ADVISORY INC

15.77K

Jun 30, 26

+15.77K

0.03%

Belpointe Asset Management LLC

15.35K

Jun 30, 26

-447

0.02%

CreativeOne Wealth, LLC

15.02K

Jun 30, 26

-5.81K

0.02%

JPMORGAN CHASE & CO

13.95K

Jun 30, 26

-741

0.02%

FCG Investment Co

13.76K

Jun 30, 26

+3.09K

0.02%

US BANCORP \DE\

13.70K

Jun 30, 26

0.02%

Black Swift Group, LLC

13.55K

Jun 30, 26

+13.55K

0.02%

EAGLE GLOBAL ADVISORS LLC

13.52K

Jun 30, 26

+4.17K

0.02%

Amundi

13.28K

Jun 30, 26

+13.28K

0.02%

Engineers Gate Manager LP

13.04K

Jun 30, 26

-4.55K

0.02%

Mission Hills Financial Advisory, LLC

12.84K

Jun 30, 26

+12.84K

0.02%

Generali Investments CEE, investicni spolecnost, a.s.

12.76K

Jun 30, 26

0.02%

Accel Wealth Management

12.52K

Jun 30, 26

+13

0.02%

D. E. Shaw & Co., Inc.

12.44K

Jun 30, 26

+12.44K

0.02%

Creative Planning

12.35K

Jun 30, 26

+2.41K

0.02%

Core Wealth Partners LLC

12.32K

Jun 30, 26

+800

0.02%

DRW Securities, LLC

11.96K

Jun 30, 26

+794

0.02%

Arkadios Wealth Advisors

11.90K

Jun 30, 26

+11.90K

0.02%

Brevan Howard Capital Management LP

11.79K

Jun 30, 26

-9.82K

0.02%

TWO SIGMA SECURITIES, LLC

11.56K

Jun 30, 26

+11.56K

0.02%

Colony Group, LLC

11.44K

Jun 30, 26

+482

0.02%

Global Retirement Partners, LLC

11.37K

Jun 30, 26

+11.37K

0.02%

ProShare Advisors LLC

11.36K

Jun 30, 26

+34

0.02%

GEODE CAPITAL MANAGEMENT, LLC

11.25K

Jun 30, 26

0.02%

WELLS FARGO & COMPANY/MN

10.99K

Jun 30, 26

+7.01K

0.02%

Squarepoint Ops LLC

10.85K

Jun 30, 26

+1.21K

0.02%

MACKENZIE FINANCIAL CORP

10.52K

Jun 30, 26

+10.52K

0.02%

Permanent Capital Management, LP

9.82K

Jun 30, 26

+9.82K

0.02%

HighTower Advisors, LLC

9.75K

Jun 30, 26

-1

0.02%

SageGuard Financial Group, LLC

9.12K

Jun 30, 26

-568

0.01%

Sequoia Financial Advisors, LLC

8.82K

Jun 30, 26

+8.82K

0.01%

EIGHT 31 FINANCIAL LLC

8.75K

Jun 30, 26

+8.75K

0.01%

VPR Management LLC

8.50K

Jun 30, 26

0.01%

BANK OF MONTREAL /CAN/

8.48K

Jun 30, 26

+8.48K

0.01%

Allworth Financial LP

6.54K

Jun 30, 26

+947

0.01%

Rialto Wealth Management, LLC

4.81K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

4.31K

Jun 30, 26

+4.31K

0.01%

Parallel Advisors, LLC

4.18K

Jun 30, 26

0.01%

HOLLENCREST CAPITAL MANAGEMENT

4.10K

Jun 30, 26

+98

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.00K

Jun 30, 26

-409

0.01%

IFG Advisory, LLC

3.50K

Jun 30, 26

+3.50K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.09K

Jun 30, 26

-1.57K

0.00%

Burk Holdings LLC

3.07K

Jun 30, 26

0.00%

Capital Analysts, LLC

2.98K

Jun 30, 26

+72

0.00%

Spire Wealth Management

2.80K

Jun 30, 26

+2.20K

0.00%

SIGNATUREFD, LLC

2.74K

Jun 30, 26

-671

0.00%

Washington Trust Advisors, Inc.

2.50K

Jun 30, 26

0.00%

Osbon Capital Management LLC

2.50K

Jun 30, 26

-150

0.00%

Farther Finance Advisors, LLC

2.44K

Jun 30, 26

-264

0.00%

EverSource Wealth Advisors, LLC

2.32K

Jun 30, 26

-10

0.00%

State of Alaska, Department of Revenue

2.24K

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

2.09K

Jun 30, 26

+2.09K

0.00%

Steward Partners Investment Advisory, LLC

1.81K

Jun 30, 26

+1.81K

0.00%

Triumph Capital Management

1.75K

Jun 30, 26

+350

0.00%

Union Bancaire Privee, UBP SA

1.69K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

1.63K

Jun 30, 26

-300

0.00%

Elequin Securities, LLC

1.61K

Jun 30, 26

+429

0.00%

Rockefeller Capital Management L.P.

1.23K

Jun 30, 26

+1.00K

0.00%

JONES FINANCIAL COMPANIES LLLP

1.21K

Jun 30, 26

+50

0.00%

North Star Investment Management Corp.

1.02K

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

1.00K

Jun 30, 26

0.00%

Larson Financial Group LLC

1.00K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

985

Jun 30, 26

-68

0.00%

Heritage Wealth Advisors

980

Jun 30, 26

+980

0.00%

SIMPLEX TRADING, LLC

970

Jun 30, 26

-6.26K

0.00%

NewEdge Advisors, LLC

955

Jun 30, 26

+955

0.00%

Avion Wealth

900

Jun 30, 26

+400

0.00%

Integrated Wealth Concepts LLC

780

Jun 30, 26

+780

0.00%

HHM Wealth Advisors, LLC

700

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

662

Jun 30, 26

+314

0.00%

TOTH FINANCIAL ADVISORY CORP

600

Jun 30, 26

0.00%

CENTRAL TRUST Co

600

Jun 30, 26

-2.10K

0.00%

GROUP ONE TRADING, L.P.

514

Jun 30, 26

-2.09K

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

500

Jun 30, 26

0.00%

Dunhill Financial, LLC

400

Jun 30, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

291

Jun 30, 26

0.00%

LRI Investments, LLC

250

Jun 30, 26

0.00%

FIRST HORIZON CORP

200

Jun 30, 26

0.00%

Archer Investment Corp

146

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

100

Jun 30, 26

+100

0.00%

Quarry LP

Jun 30, 26

-942

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+69

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

0.00%

NBT BANK N A /NY

Jun 30, 26

0.00%

Caitong International Asset Management Co., Ltd

Jun 30, 26

-35

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

-24

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Vident Advisory, LLC

Jun 30, 26

-9.29K

CITIGROUP INC

Jun 30, 26

-1

BRYN MAWR TRUST Co

Jun 30, 26

-1.60K

Beaird Harris Wealth Management, LLC

Jun 30, 26

-197

PANORAMIC INVESTMENT ADVISORS, LLC

Jun 30, 26

-515.52K

PMV Capital Advisers, LLC

Jun 30, 26

-2

CHILTON CAPITAL MANAGEMENT LLC

Jun 30, 26

-450

MAI Capital Management

Jun 30, 26

-3.05K

OXFORD ASSET MANAGEMENT LLP

Jun 30, 26

-19.17K

Tower Research Capital LLC (TRC)

Jun 30, 26

-802

Weiss Asset Management LP

Jun 30, 26

-2.85K

TWO SIGMA INVESTMENTS, LP

2.35M

Mar 31, 26

+1.30M

3.78%

Empowered Funds, LLC

619.10K

Mar 31, 26

+619.10K

1.00%

Empirical Finance, LLC

618.87K

Mar 31, 26

+618.87K

1.00%

PANORAMIC INVESTMENT ADVISORS, LLC

515.52K

Mar 31, 26

+515.52K

0.83%

Melia Wealth LLC

515.48K

Mar 31, 26

+12.49K

0.83%

Legal & General Group Plc

443.14K

Mar 31, 26

+53.56K

0.71%

FRANKLIN RESOURCES INC

329.12K

Mar 31, 26

+66.82K

0.53%

RAYMOND JAMES FINANCIAL INC

264.66K

Mar 31, 26

-16.35K

0.43%

MILLENNIUM MANAGEMENT LLC

204.55K

Mar 31, 26

+7.38K

0.33%

Beacon Pointe Advisors, LLC

196.77K

Mar 31, 26

+1.75K

0.32%

Advisors Asset Management, Inc.

108.40K

Mar 31, 26

+4.94K

0.17%

AMERIPRISE FINANCIAL INC

105.47K

Mar 31, 26

+85.37K

0.17%

HRT FINANCIAL LP

93.42K

Mar 31, 26

+30.27K

0.15%

Neuberger Berman Group LLC

92.47K

Mar 31, 26

-2.31K

0.15%

BALYASNY ASSET MANAGEMENT L.P.

90.91K

Mar 31, 26

+77.50K

0.15%

GREAT WEST LIFE ASSURANCE CO /CAN/

65.61K

Mar 31, 26

-6.17K

0.11%

BANK OF AMERICA CORP /DE/

41.77K

Mar 31, 26

-8.68K

0.07%

Sunbelt Securities, Inc.

37.03K

Mar 31, 26

+1.53K

0.06%

NORTHERN TRUST CORP

26.65K

Mar 31, 26

-20.57K

0.04%

CWM, LLC

21.62K

Mar 31, 26

+9.85K

0.03%

DEARBORN PARTNERS LLC

19.42K

Mar 31, 26

-579

0.03%

US BANCORP \DE\

13.70K

Mar 31, 26

0.02%

OCCUDO QUANTITATIVE STRATEGIES LP

12.88K

Mar 31, 26

+12.88K

0.02%

Creative Planning

9.94K

Mar 31, 26

+9.94K

0.02%

Trexquant Investment LP

9.61K

Mar 31, 26

-12.51K

0.02%

VPR Management LLC

8.50K

Mar 31, 26

0.01%

HOLLENCREST CAPITAL MANAGEMENT

4.00K

Mar 31, 26

-3.44K

0.01%

MAI Capital Management

3.05K

Mar 31, 26

0.00%

Osbon Capital Management LLC

2.65K

Mar 31, 26

+150

0.00%

GROUP ONE TRADING, L.P.

2.61K

Mar 31, 26

-2.47K

0.00%

Elequin Securities, LLC

1.18K

Mar 31, 26

+1.18K

0.00%

JONES FINANCIAL COMPANIES LLLP

1.16K

Mar 31, 26

+352

0.00%

Newbridge Financial Services Group, Inc.

1.00K

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

225

Mar 31, 26

0.00%

Aquatic Capital Management LLC

Mar 31, 26

-35.95K

FJ Capital Management LLC

Mar 31, 26

-92.69K

NOMURA ASSET MANAGEMENT CO LTD

Mar 31, 26

-447

Sovereign's Capital Management, LLC

Mar 31, 26

-76.52K

Atom Investors LP

Mar 31, 26

-65.81K

Point72 Asset Management, L.P.

Mar 31, 26

-13.78K

Catalina Capital Group, LLC

Mar 31, 26

-11.90K

TWO SIGMA ADVISERS, LP

1.06M

Dec 31, 25

+68.11K

1.71%

Vantage Financial Partners, LLC

19.92K

Dec 31, 25

0.03%

CIBC Private Wealth Group, LLC

1.34K

Dec 31, 25

-211

0.00%

REDMONT WEALTH ADVISORS LLC

335

Dec 31, 25

-67.54K

0.00%

Cubist Systematic Strategies, LLC

2.31K

Sep 30, 25

-104.89K

0.00%

Promus Capital, LLC

1.38K

Sep 30, 25

0.00%

Point72 Hong Kong Ltd

Sep 30, 25

-2.19K

Point72 Asia (Singapore) Pte. Ltd.

Sep 30, 25

-1.89K

Nebula Research & Development LLC

25.91K

Jun 30, 25

+25.91K

0.04%

AVANTAX ADVISORY SERVICES, INC.

10.83K

Jun 30, 25

-327

0.02%

Atria Wealth Solutions, Inc.

9.74K

Jun 30, 25

+9.74K

0.02%

First Horizon Advisors, Inc.

2.63K

Jun 30, 25

+2.43K

0.00%

Northeast Financial Consultants Inc

Jun 30, 25

-21.87K

Spectrum Wealth Counsel, LLC

230

Mar 31, 25

0.00%

Lindbrook Capital, LLC

Mar 31, 25

-13

WR Wealth Planners, LLC

1.00K

Dec 31, 24

+1.00K

0.00%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-4.96K

Raymond James Financial Services Advisors, Inc.

128.65K

Sep 30, 24

+14.03K

0.21%

RAYMOND JAMES & ASSOCIATES

63.76K

Sep 30, 24

-1.12K

0.10%

RAYMOND JAMES TRUST N.A.

22.44K

Sep 30, 24

-46

0.04%

All Season Financial Advisors, Inc.

21.61K

Sep 30, 24

+166

0.03%

BlackRock Inc.

163.95K

Jun 30, 24

+5.31K

0.26%

MCKINLEY CAPITAL MANAGEMENT LLC

120.51K

Jun 30, 24

+58

0.19%

BENJAMIN F. EDWARDS & COMPANY, INC.

69.22K

Jun 30, 24

+1.25K

0.11%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

Jun 30, 24

0.00%

Cetera Advisors LLC

28.79K

Mar 31, 24

+16.15K

0.05%

Cetera Advisor Networks LLC

13.42K

Mar 31, 24

+13.42K

0.02%

PUTNAM INVESTMENTS LLC

81.29K

Dec 31, 23

+21.65K

0.13%

Golden Green, Inc.

122.48K

Sep 30, 23

+1.32K

0.20%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

45.99K

Sep 30, 23

0.07%

COLONY GROUP LLC

9.68K

Sep 30, 23

+9.68K

0.02%

Johnson Midwest Financial, LLC

250

Sep 30, 23

+250

0.00%

Ahrens Investment Partners LLC

800

Mar 31, 23

+800

0.00%

ROOSEVELT INVESTMENT GROUP LLC

25.58K

Sep 30, 22

-376

0.04%

Farmer Steven Patrick

108.19K

Jun 30, 22

+108.19K

0.17%

BIVIN & ASSOCIATES, INC.

100

Jun 30, 22

0.00%

Weather Gauge Advisory, LLC

9.02K

Sep 30, 21

-515

0.01%

Marshall Wace North America L.P.

Sep 30, 21

-25.44K

Winslow, Evans & Crocker, Inc.

2.23K

Dec 31, 20

+2.23K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

13.20K

Dec 31, 19

+327

0.02%

Advisor Group, Inc.

10.85K

Dec 31, 19

+899

0.02%

SOUTH TEXAS MONEY MANAGEMENT LTD

13.48K

Sep 30, 19

+13.48K

0.02%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

7.96K

Sep 30, 19

+6.78K

0.01%

Steinberg Global Asset Management

11.37K

Mar 31, 19

+11.37K

0.02%

Horizon Kinetics LLC

18.70K

Dec 31, 18

-600

0.03%

SILVER CAPITAL MANAGEMENT LLC

40.81K

Mar 31, 18

0.07%

Delpha Capital Management, LLC

Mar 31, 18

-87

Evercore Trust Company, N.A.

Sep 30, 17

-587.19K

TFS CAPITAL LLC

11.12K

Jun 30, 17

+11.12K

0.02%

BlackRock Group LTD

73.55K

Dec 31, 16

+21.35K

0.12%

MSI Financial Services Inc

Dec 31, 16

-184

Emerald Acquisition Ltd.

134.02K

Sep 30, 16

+2.21K

0.22%

Blue Clay Capital Management, LLC

19.68K

Sep 30, 16

+19.68K

0.03%

RUSSELL FRANK CO/

131.24K

Mar 31, 16

+17.76K

0.21%

Highmount Capital, LLC

14.65K

Jun 30, 15

0.02%

UBS AG

249.70K

Sep 30, 14

-23.30K

0.40%

BlueCrest Capital Management LLP

Sep 30, 14

-20.89K