Capital Southwest Corporation(CSWC)

$23.15—

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Capital Southwest Corporation(CSWC)

NASDAQ

$23.15—

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CSWC(CSWC)

CSWC

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

Institutional Ownership

Top 239 Institutional Holders

Holder	Shares	Date	Change	% Held
TWO SIGMA INVESTMENTS, LP	2.35M	Mar 31, 26	+1.30M	3.78%
VAN ECK ASSOCIATES CORP	1.13M	Mar 31, 26	-252.75K	1.81%
SANDERS MORRIS HARRIS LLC	1.11M	Mar 31, 26	+1.11M	1.79%
Sound Income Strategies, LLC	903.33K	Mar 31, 26	+17.36K	1.45%
UBS Group AG	854.13K	Mar 31, 26	+36.98K	1.37%
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%
Cetera Investment Advisers	452.70K	Mar 31, 26	+28.07K	0.73%
Legal & General Group Plc	443.14K	Mar 31, 26	+53.56K	0.71%
Muzinich & Co., Inc.	426.24K	Mar 31, 26	+921	0.69%
ENVESTNET ASSET MANAGEMENT INC	402.93K	Mar 31, 26	+16.79K	0.65%
Columbus Macro, LLC	357.78K	Mar 31, 26	+12.26K	0.58%
FRANKLIN RESOURCES INC	329.12K	Mar 31, 26	+66.82K	0.53%
EPIQ PARTNERS, LLC	312.33K	Mar 31, 26	+1.36K	0.50%
Sumitomo Mitsui Trust Holdings, Inc.	284.78K	Mar 31, 26	--	0.46%
BlackRock, Inc.	276.49K	Mar 31, 26	-145.77K	0.44%
RAYMOND JAMES FINANCIAL INC	264.66K	Mar 31, 26	-16.35K	0.43%
LPL Financial LLC	231.71K	Mar 31, 26	+16.93K	0.37%
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%
FIRST MANHATTAN CO. LLC.	188.86K	Mar 31, 26	-17.14K	0.30%
MORGAN STANLEY	184.03K	Mar 31, 26	-54.24K	0.30%
GRACE & WHITE INC /NY	164.70K	Mar 31, 26	--	0.27%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	147.32K	Mar 31, 26	-22.54K	0.24%
Foundations Investment Advisors, LLC	135.45K	Mar 31, 26	+5.61K	0.22%
Naviter Wealth, LLC	124.57K	Mar 31, 26	+25.32K	0.20%
Hodges Capital Management Inc.	110.28K	Mar 31, 26	+1.81K	0.18%
GraniteShares Advisors LLC	109.89K	Mar 31, 26	-12.58K	0.18%
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%
CONFLUENCE INVESTMENT MANAGEMENT LLC	95.34K	Mar 31, 26	+11.53K	0.15%
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%
First Dallas Securities Inc.	89.69K	Mar 31, 26	-220	0.14%
BENJAMIN EDWARDS INC	88.22K	Mar 31, 26	-1.48K	0.14%
JANE STREET GROUP, LLC	78.97K	Mar 31, 26	+1.04K	0.13%
DENALI ADVISORS LLC	75.85K	Mar 31, 26	-437	0.12%
Truvestments Capital LLC	72.75K	Mar 31, 26	+72.75K	0.12%
Legacy Capital Wealth Partners, LLC	71.17K	Mar 31, 26	+4.96K	0.11%
B. Riley Wealth Advisors, Inc.	69.76K	Mar 31, 26	+85	0.11%
STATE STREET CORP	69.06K	Mar 31, 26	+6.55K	0.11%
GREAT WEST LIFE ASSURANCE CO /CAN/	65.61K	Mar 31, 26	-6.17K	0.11%
Hennion & Walsh Asset Management, Inc.	63.74K	Mar 31, 26	+5.83K	0.10%
Moerus Capital Management LLC	61.70K	Mar 31, 26	--	0.10%
COZAD ASSET MANAGEMENT INC	59.87K	Mar 31, 26	+7.49K	0.10%
Kestra Advisory Services, LLC	56.86K	Mar 31, 26	+12.49K	0.09%
BNP PARIBAS ARBITRAGE, SNC	56.58K	Mar 31, 26	+56.58K	0.09%
Cambridge Investment Research Advisors, Inc.	55.81K	Mar 31, 26	+17.74K	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	55.03K	Mar 31, 26	-37.32K	0.09%
Catalyst Capital Advisors LLC	49.00K	Mar 31, 26	--	0.08%
BANK OF AMERICA CORP /DE/	41.77K	Mar 31, 26	-8.68K	0.07%
Symphony Financial, Ltd. Co.	40.97K	Mar 31, 26	+1.53K	0.07%
Cornerstone Wealth Management, LLC	40.59K	Mar 31, 26	-247	0.07%
Sunbelt Securities, Inc.	37.03K	Mar 31, 26	+1.53K	0.06%
CALDWELL SUTTER CAPITAL, INC.	37.02K	Mar 31, 26	-1.07K	0.06%
Mariner, LLC	31.89K	Mar 31, 26	+11.84K	0.05%
AlphaCore Capital LLC	31.00K	Mar 31, 26	+31.00K	0.05%
GUGGENHEIM CAPITAL LLC	29.22K	Mar 31, 26	+1.76K	0.05%
NORTHERN TRUST CORP	26.65K	Mar 31, 26	-20.57K	0.04%
Invesco Ltd.	26.32K	Mar 31, 26	-8.26K	0.04%
Greenland Capital Management LP	26.00K	Mar 31, 26	+26.00K	0.04%
Apollon Wealth Management, LLC	24.65K	Mar 31, 26	-20	0.04%
Mraz, Amerine & Associates, Inc.	24.25K	Mar 31, 26	-4.66K	0.04%
ROYAL BANK OF CANADA	23.27K	Mar 31, 26	-56.28K	0.04%
Samalin Investment Counsel, LLC	22.88K	Mar 31, 26	-5.46K	0.04%
Virtus Investment Advisers, Inc.	22.46K	Mar 31, 26	-10.22K	0.04%
Zuckerman Investment Group, LLC	21.94K	Mar 31, 26	-22.99K	0.04%
CWM, LLC	21.62K	Mar 31, 26	+9.85K	0.03%
Brevan Howard Capital Management LP	21.62K	Mar 31, 26	+304	0.03%
Arlington Capital Management, Inc.	21.57K	Mar 31, 26	+21.57K	0.03%
CreativeOne Wealth, LLC	20.83K	Mar 31, 26	-30.01K	0.03%
Bayshore Capital Advisors, LLC	20.50K	Mar 31, 26	+20.50K	0.03%
DEARBORN PARTNERS LLC	19.42K	Mar 31, 26	-579	0.03%
OXFORD ASSET MANAGEMENT LLP	19.17K	Mar 31, 26	+19.17K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	18.42K	Mar 31, 26	+18.42K	0.03%
1900 WEALTH MANAGEMENT LLC	18.27K	Mar 31, 26	--	0.03%
LBMC INVESTMENT ADVISORS, LLC	18.25K	Mar 31, 26	--	0.03%
Engineers Gate Manager LP	17.60K	Mar 31, 26	+17.60K	0.03%
ADVISOR GROUP HOLDINGS, INC.	17.44K	Mar 31, 26	-10.75K	0.03%
WEDBUSH SECURITIES INC	16.38K	Mar 31, 26	--	0.03%
Belpointe Asset Management LLC	15.80K	Mar 31, 26	-7.78K	0.03%
Quantbot Technologies LP	15.73K	Mar 31, 26	-3.54K	0.03%
JPMORGAN CHASE & CO	14.69K	Mar 31, 26	-3.83K	0.02%
Inspire Advisors, LLC	14.61K	Mar 31, 26	+14.61K	0.02%
US BANCORP \DE\	13.70K	Mar 31, 26	--	0.02%
XTX Topco Ltd	13.31K	Mar 31, 26	+13.31K	0.02%
OCCUDO QUANTITATIVE STRATEGIES LP	12.88K	Mar 31, 26	+12.88K	0.02%
Generali Investments CEE, investicni spolecnost, a.s.	12.76K	Mar 31, 26	--	0.02%
Accel Wealth Management	12.51K	Mar 31, 26	+13	0.02%
Core Wealth Partners LLC	11.52K	Mar 31, 26	--	0.02%
ProShare Advisors LLC	11.33K	Mar 31, 26	+386	0.02%
GEODE CAPITAL MANAGEMENT, LLC	11.25K	Mar 31, 26	--	0.02%
DRW Securities, LLC	11.16K	Mar 31, 26	+11.16K	0.02%
Colony Group, LLC	10.96K	Mar 31, 26	+10.96K	0.02%
FCG Investment Co	10.67K	Mar 31, 26	+10.67K	0.02%
Creative Planning	9.94K	Mar 31, 26	+9.94K	0.02%
HighTower Advisors, LLC	9.75K	Mar 31, 26	+109	0.02%
SageGuard Financial Group, LLC	9.69K	Mar 31, 26	-2.42K	0.02%
Squarepoint Ops LLC	9.64K	Mar 31, 26	+9.64K	0.02%
Trexquant Investment LP	9.61K	Mar 31, 26	-12.51K	0.02%
EAGLE GLOBAL ADVISORS LLC	9.35K	Mar 31, 26	+9.35K	0.02%
Vident Advisory, LLC	9.29K	Mar 31, 26	-2.43K	0.01%
VPR Management LLC	8.50K	Mar 31, 26	--	0.01%
SIMPLEX TRADING, LLC	7.23K	Mar 31, 26	-20.52K	0.01%
Allworth Financial LP	5.59K	Mar 31, 26	+743	0.01%
Rialto Wealth Management, LLC	4.81K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	4.65K	Mar 31, 26	+3.09K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.41K	Mar 31, 26	+409	0.01%
Parallel Advisors, LLC	4.18K	Mar 31, 26	--	0.01%
HOLLENCREST CAPITAL MANAGEMENT	4.00K	Mar 31, 26	-3.44K	0.01%
WELLS FARGO & COMPANY/MN	3.99K	Mar 31, 26	-1.77K	0.01%
SIGNATUREFD, LLC	3.41K	Mar 31, 26	+746	0.01%
Burk Holdings LLC	3.07K	Mar 31, 26	+3.07K	0.00%
MAI Capital Management	3.05K	Mar 31, 26	--	0.00%
Capital Analysts, LLC	2.90K	Mar 31, 26	+73	0.00%
Weiss Asset Management LP	2.85K	Mar 31, 26	+2.81K	0.00%
Farther Finance Advisors, LLC	2.70K	Mar 31, 26	-2.62K	0.00%
CENTRAL TRUST Co	2.70K	Mar 31, 26	+2.70K	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%
Washington Trust Advisors, Inc.	2.50K	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	2.33K	Mar 31, 26	-468	0.00%
State of Alaska, Department of Revenue	2.24K	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	1.93K	Mar 31, 26	--	0.00%
SMH CAPITAL ADVISORS INC	1.73K	Mar 31, 26	-76.67K	0.00%
Union Bancaire Privee, UBP SA	1.69K	Mar 31, 26	-5.58K	0.00%
BRYN MAWR TRUST Co	1.60K	Mar 31, 26	+1.60K	0.00%
Triumph Capital Management	1.40K	Mar 31, 26	--	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%
Ronald Blue Trust, Inc.	1.05K	Mar 31, 26	--	0.00%
Quarry LP	1.03K	Mar 31, 26	+750	0.00%
North Star Investment Management Corp.	1.02K	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	1.00K	Mar 31, 26	--	0.00%
Larson Financial Group LLC	1.00K	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	802	Mar 31, 26	+802	0.00%
HHM Wealth Advisors, LLC	700	Mar 31, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	600	Mar 31, 26	--	0.00%
Spire Wealth Management	600	Mar 31, 26	--	0.00%
Avion Wealth	500	Mar 31, 26	--	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	500	Mar 31, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	450	Mar 31, 26	-2.25K	0.00%
Dunhill Financial, LLC	400	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	348	Mar 31, 26	-126	0.00%
NISA INVESTMENT ADVISORS, LLC	291	Mar 31, 26	--	0.00%
LRI Investments, LLC	250	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	225	Mar 31, 26	--	0.00%
FIRST HORIZON CORP	200	Mar 31, 26	--	0.00%
Beaird Harris Wealth Management, LLC	197	Mar 31, 26	+197	0.00%
Archer Investment Corp	142	Mar 31, 26	+4	0.00%
Caitong International Asset Management Co., Ltd	62	Mar 31, 26	-35	0.00%
DELTA ASSET MANAGEMENT LLC/TN	60	Mar 31, 26	-10	0.00%
NBT BANK N A /NY	33	Mar 31, 26	+11	0.00%
ASSETMARK, INC	27	Mar 31, 26	+24	0.00%
DHJJ Financial Advisors, Ltd.	5	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2	Mar 31, 26	--	0.00%
PMV Capital Advisers, LLC	2	Mar 31, 26	+2	0.00%
CITIGROUP INC	1	Mar 31, 26	+1	0.00%
1620 INVESTMENT ADVISORS, INC.	--	Mar 31, 26	-500	--
GRIMES & COMPANY, INC.	--	Mar 31, 26	-9.26K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-109	--
Point72 Asset Management, L.P.	--	Mar 31, 26	-13.78K	--
CX Institutional	--	Mar 31, 26	-100	--
BARCLAYS PLC	--	Mar 31, 26	-97.74K	--
CAXTON ASSOCIATES LLP	--	Mar 31, 26	-26.27K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-229.09K	--
Verition Fund Management LLC	--	Mar 31, 26	-88.38K	--
TCTC Holdings, LLC	--	Mar 31, 26	-2.14K	--
FJ Capital Management LLC	--	Mar 31, 26	-92.69K	--
Atom Investors LP	--	Mar 31, 26	-65.81K	--
BNP Paribas Asset Management Holding S.A.	--	Mar 31, 26	-3.68K	--
GSA CAPITAL PARTNERS LLP	--	Mar 31, 26	-22.56K	--
Catalina Capital Group, LLC	--	Mar 31, 26	-11.90K	--
Sovereign's Capital Management, LLC	--	Mar 31, 26	-76.52K	--
Connor, Clark & Lunn Investment Management Ltd.	--	Mar 31, 26	-188.92K	--
Aquatic Capital Management LLC	--	Mar 31, 26	-35.95K	--
NOMURA ASSET MANAGEMENT CO LTD	--	Mar 31, 26	-447	--
TWO SIGMA ADVISERS, LP	1.06M	Dec 31, 25	+68.11K	1.71%
Vantage Financial Partners, LLC	19.92K	Dec 31, 25	--	0.03%
Global Retirement Partners, LLC	11.59K	Dec 31, 25	-773	0.02%
SageView Advisory Group, LLC	1.55K	Dec 31, 25	+1.55K	0.00%
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 Asia (Singapore) Pte. Ltd.	--	Sep 30, 25	-1.89K	--
Point72 Hong Kong Ltd	--	Sep 30, 25	-2.19K	--
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

TWO SIGMA INVESTMENTS, LP

2.35M

Mar 31, 26

+1.30M

3.78%

VAN ECK ASSOCIATES CORP

1.13M

Mar 31, 26

-252.75K

1.81%

SANDERS MORRIS HARRIS LLC

1.11M

Mar 31, 26

+1.11M

1.79%

Sound Income Strategies, LLC

903.33K

Mar 31, 26

+17.36K

1.45%

UBS Group AG

854.13K

Mar 31, 26

+36.98K

1.37%

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%

Cetera Investment Advisers

452.70K

Mar 31, 26

+28.07K

0.73%

Legal & General Group Plc

443.14K

Mar 31, 26

+53.56K

0.71%

Muzinich & Co., Inc.

426.24K

Mar 31, 26

+921

0.69%

ENVESTNET ASSET MANAGEMENT INC

402.93K

Mar 31, 26

+16.79K

0.65%

Columbus Macro, LLC

357.78K

Mar 31, 26

+12.26K

0.58%

FRANKLIN RESOURCES INC

329.12K

Mar 31, 26

+66.82K

0.53%

EPIQ PARTNERS, LLC

312.33K

Mar 31, 26

+1.36K

0.50%

Sumitomo Mitsui Trust Holdings, Inc.

284.78K

Mar 31, 26

0.46%

BlackRock, Inc.

276.49K

Mar 31, 26

-145.77K

0.44%

RAYMOND JAMES FINANCIAL INC

264.66K

Mar 31, 26

-16.35K

0.43%

LPL Financial LLC

231.71K

Mar 31, 26

+16.93K

0.37%

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%

FIRST MANHATTAN CO. LLC.

188.86K

Mar 31, 26

-17.14K

0.30%

MORGAN STANLEY

184.03K

Mar 31, 26

-54.24K

0.30%

GRACE & WHITE INC /NY

164.70K

Mar 31, 26

0.27%

VOLORIDGE INVESTMENT MANAGEMENT, LLC

147.32K

Mar 31, 26

-22.54K

0.24%

Foundations Investment Advisors, LLC

135.45K

Mar 31, 26

+5.61K

0.22%

Naviter Wealth, LLC

124.57K

Mar 31, 26

+25.32K

0.20%

Hodges Capital Management Inc.

110.28K

Mar 31, 26

+1.81K

0.18%

GraniteShares Advisors LLC

109.89K

Mar 31, 26

-12.58K

0.18%

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%

CONFLUENCE INVESTMENT MANAGEMENT LLC

95.34K

Mar 31, 26

+11.53K

0.15%

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%

First Dallas Securities Inc.

89.69K

Mar 31, 26

-220

0.14%

BENJAMIN EDWARDS INC

88.22K

Mar 31, 26

-1.48K

0.14%

JANE STREET GROUP, LLC

78.97K

Mar 31, 26

+1.04K

0.13%

DENALI ADVISORS LLC

75.85K

Mar 31, 26

-437

0.12%

Truvestments Capital LLC

72.75K

Mar 31, 26

+72.75K

0.12%

Legacy Capital Wealth Partners, LLC

71.17K

Mar 31, 26

+4.96K

0.11%

B. Riley Wealth Advisors, Inc.

69.76K

Mar 31, 26

+85

0.11%

STATE STREET CORP

69.06K

Mar 31, 26

+6.55K

0.11%

GREAT WEST LIFE ASSURANCE CO /CAN/

65.61K

Mar 31, 26

-6.17K

0.11%

Hennion & Walsh Asset Management, Inc.

63.74K

Mar 31, 26

+5.83K

0.10%

Moerus Capital Management LLC

61.70K

Mar 31, 26

0.10%

COZAD ASSET MANAGEMENT INC

59.87K

Mar 31, 26

+7.49K

0.10%

Kestra Advisory Services, LLC

56.86K

Mar 31, 26

+12.49K

0.09%

BNP PARIBAS ARBITRAGE, SNC

56.58K

Mar 31, 26

+56.58K

0.09%

Cambridge Investment Research Advisors, Inc.

55.81K

Mar 31, 26

+17.74K

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

55.03K

Mar 31, 26

-37.32K

0.09%

Catalyst Capital Advisors LLC

49.00K

Mar 31, 26

0.08%

BANK OF AMERICA CORP /DE/

41.77K

Mar 31, 26

-8.68K

0.07%

Symphony Financial, Ltd. Co.

40.97K

Mar 31, 26

+1.53K

0.07%

Cornerstone Wealth Management, LLC

40.59K

Mar 31, 26

-247

0.07%

Sunbelt Securities, Inc.

37.03K

Mar 31, 26

+1.53K

0.06%

CALDWELL SUTTER CAPITAL, INC.

37.02K

Mar 31, 26

-1.07K

0.06%

Mariner, LLC

31.89K

Mar 31, 26

+11.84K

0.05%

AlphaCore Capital LLC

31.00K

Mar 31, 26

+31.00K

0.05%

GUGGENHEIM CAPITAL LLC

29.22K

Mar 31, 26

+1.76K

0.05%

NORTHERN TRUST CORP

26.65K

Mar 31, 26

-20.57K

0.04%

Invesco Ltd.

26.32K

Mar 31, 26

-8.26K

0.04%

Greenland Capital Management LP

26.00K

Mar 31, 26

+26.00K

0.04%

Apollon Wealth Management, LLC

24.65K

Mar 31, 26

-20

0.04%

Mraz, Amerine & Associates, Inc.

24.25K

Mar 31, 26

-4.66K

0.04%

ROYAL BANK OF CANADA

23.27K

Mar 31, 26

-56.28K

0.04%

Samalin Investment Counsel, LLC

22.88K

Mar 31, 26

-5.46K

0.04%

Virtus Investment Advisers, Inc.

22.46K

Mar 31, 26

-10.22K

0.04%

Zuckerman Investment Group, LLC

21.94K

Mar 31, 26

-22.99K

0.04%

CWM, LLC

21.62K

Mar 31, 26

+9.85K

0.03%

Brevan Howard Capital Management LP

21.62K

Mar 31, 26

+304

0.03%

Arlington Capital Management, Inc.

21.57K

Mar 31, 26

+21.57K

0.03%

CreativeOne Wealth, LLC

20.83K

Mar 31, 26

-30.01K

0.03%

Bayshore Capital Advisors, LLC

20.50K

Mar 31, 26

+20.50K

0.03%

DEARBORN PARTNERS LLC

19.42K

Mar 31, 26

-579

0.03%

OXFORD ASSET MANAGEMENT LLP

19.17K

Mar 31, 26

+19.17K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

18.42K

Mar 31, 26

+18.42K

0.03%

1900 WEALTH MANAGEMENT LLC

18.27K

Mar 31, 26

0.03%

LBMC INVESTMENT ADVISORS, LLC

18.25K

Mar 31, 26

0.03%

Engineers Gate Manager LP

17.60K

Mar 31, 26

+17.60K

0.03%

ADVISOR GROUP HOLDINGS, INC.

17.44K

Mar 31, 26

-10.75K

0.03%

WEDBUSH SECURITIES INC

16.38K

Mar 31, 26

0.03%

Belpointe Asset Management LLC

15.80K

Mar 31, 26

-7.78K

0.03%

Quantbot Technologies LP

15.73K

Mar 31, 26

-3.54K

0.03%

JPMORGAN CHASE & CO

14.69K

Mar 31, 26

-3.83K

0.02%

Inspire Advisors, LLC

14.61K

Mar 31, 26

+14.61K

0.02%

US BANCORP \DE\

13.70K

Mar 31, 26

0.02%

XTX Topco Ltd

13.31K

Mar 31, 26

+13.31K

0.02%

OCCUDO QUANTITATIVE STRATEGIES LP

12.88K

Mar 31, 26

+12.88K

0.02%

Generali Investments CEE, investicni spolecnost, a.s.

12.76K

Mar 31, 26

0.02%

Accel Wealth Management

12.51K

Mar 31, 26

+13

0.02%

Core Wealth Partners LLC

11.52K

Mar 31, 26

0.02%

ProShare Advisors LLC

11.33K

Mar 31, 26

+386

0.02%

GEODE CAPITAL MANAGEMENT, LLC

11.25K

Mar 31, 26

0.02%

DRW Securities, LLC

11.16K

Mar 31, 26

+11.16K

0.02%

Colony Group, LLC

10.96K

Mar 31, 26

+10.96K

0.02%

FCG Investment Co

10.67K

Mar 31, 26

+10.67K

0.02%

Creative Planning

9.94K

Mar 31, 26

+9.94K

0.02%

HighTower Advisors, LLC

9.75K

Mar 31, 26

+109

0.02%

SageGuard Financial Group, LLC

9.69K

Mar 31, 26

-2.42K

0.02%

Squarepoint Ops LLC

9.64K

Mar 31, 26

+9.64K

0.02%

Trexquant Investment LP

9.61K

Mar 31, 26

-12.51K

0.02%

EAGLE GLOBAL ADVISORS LLC

9.35K

Mar 31, 26

+9.35K

0.02%

Vident Advisory, LLC

9.29K

Mar 31, 26

-2.43K

0.01%

VPR Management LLC

8.50K

Mar 31, 26

0.01%

SIMPLEX TRADING, LLC

7.23K

Mar 31, 26

-20.52K

0.01%

Allworth Financial LP

5.59K

Mar 31, 26

+743

0.01%

Rialto Wealth Management, LLC

4.81K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

4.65K

Mar 31, 26

+3.09K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.41K

Mar 31, 26

+409

0.01%

Parallel Advisors, LLC

4.18K

Mar 31, 26

0.01%

HOLLENCREST CAPITAL MANAGEMENT

4.00K

Mar 31, 26

-3.44K

0.01%

WELLS FARGO & COMPANY/MN

3.99K

Mar 31, 26

-1.77K

0.01%

SIGNATUREFD, LLC

3.41K

Mar 31, 26

+746

0.01%

Burk Holdings LLC

3.07K

Mar 31, 26

+3.07K

0.00%

MAI Capital Management

3.05K

Mar 31, 26

0.00%

Capital Analysts, LLC

2.90K

Mar 31, 26

+73

0.00%

Weiss Asset Management LP

2.85K

Mar 31, 26

+2.81K

0.00%

Farther Finance Advisors, LLC

2.70K

Mar 31, 26

-2.62K

0.00%

CENTRAL TRUST Co

2.70K

Mar 31, 26

+2.70K

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%

Washington Trust Advisors, Inc.

2.50K

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

2.33K

Mar 31, 26

-468

0.00%

State of Alaska, Department of Revenue

2.24K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

1.93K

Mar 31, 26

0.00%

SMH CAPITAL ADVISORS INC

1.73K

Mar 31, 26

-76.67K

0.00%

Union Bancaire Privee, UBP SA

1.69K

Mar 31, 26

-5.58K

0.00%

BRYN MAWR TRUST Co

1.60K

Mar 31, 26

+1.60K

0.00%

Triumph Capital Management

1.40K

Mar 31, 26

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%

Ronald Blue Trust, Inc.

1.05K

Mar 31, 26

0.00%

Quarry LP

1.03K

Mar 31, 26

+750

0.00%

North Star Investment Management Corp.

1.02K

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

1.00K

Mar 31, 26

0.00%

Larson Financial Group LLC

1.00K

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

802

Mar 31, 26

+802

0.00%

HHM Wealth Advisors, LLC

700

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

600

Mar 31, 26

0.00%

Spire Wealth Management

600

Mar 31, 26

0.00%

Avion Wealth

500

Mar 31, 26

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

500

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

450

Mar 31, 26

-2.25K

0.00%

Dunhill Financial, LLC

400

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

348

Mar 31, 26

-126

0.00%

NISA INVESTMENT ADVISORS, LLC

291

Mar 31, 26

0.00%

LRI Investments, LLC

250

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

225

Mar 31, 26

0.00%

FIRST HORIZON CORP

200

Mar 31, 26

0.00%

Beaird Harris Wealth Management, LLC

197

Mar 31, 26

+197

0.00%

Archer Investment Corp

142

Mar 31, 26

0.00%

Caitong International Asset Management Co., Ltd

Mar 31, 26

-35

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Mar 31, 26

-10

0.00%

NBT BANK N A /NY

Mar 31, 26

+11

0.00%

ASSETMARK, INC

Mar 31, 26

+24

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

PMV Capital Advisers, LLC

Mar 31, 26

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

Mar 31, 26

-500

GRIMES & COMPANY, INC.

Mar 31, 26

-9.26K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-109

Point72 Asset Management, L.P.

Mar 31, 26

-13.78K

CX Institutional

Mar 31, 26

-100

BARCLAYS PLC

Mar 31, 26

-97.74K

CAXTON ASSOCIATES LLP

Mar 31, 26

-26.27K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-229.09K

Verition Fund Management LLC

Mar 31, 26

-88.38K

TCTC Holdings, LLC

Mar 31, 26

-2.14K

FJ Capital Management LLC

Mar 31, 26

-92.69K

Atom Investors LP

Mar 31, 26

-65.81K

BNP Paribas Asset Management Holding S.A.

Mar 31, 26

-3.68K

GSA CAPITAL PARTNERS LLP

Mar 31, 26

-22.56K

Catalina Capital Group, LLC

Mar 31, 26

-11.90K

Sovereign's Capital Management, LLC

Mar 31, 26

-76.52K

Connor, Clark & Lunn Investment Management Ltd.

Mar 31, 26

-188.92K

Aquatic Capital Management LLC

Mar 31, 26

-35.95K

NOMURA ASSET MANAGEMENT CO LTD

Mar 31, 26

-447

TWO SIGMA ADVISERS, LP

1.06M

Dec 31, 25

+68.11K

1.71%

Vantage Financial Partners, LLC

19.92K

Dec 31, 25

0.03%

Global Retirement Partners, LLC

11.59K

Dec 31, 25

-773

0.02%

SageView Advisory Group, LLC

1.55K

Dec 31, 25

+1.55K

0.00%

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 Asia (Singapore) Pte. Ltd.

Sep 30, 25

-1.89K

Point72 Hong Kong Ltd

Sep 30, 25

-2.19K

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