Eaton Vance Tax-Advantaged Global Dividend Income Fund(ETG)

$22.85—

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Eaton Vance Tax-Advantaged Global Dividend Income Fund(ETG)

NYSE

$22.85—

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ETG(ETG)

ETG

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

Institutional Ownership

Top 186 Institutional Holders

Holder	Shares	Date	Change	% Held
Live Oak Private Wealth LLC	92.35K	Jun 30, 26	--	0.12%
Hennion & Walsh Asset Management, Inc.	92.11K	Jun 30, 26	-21.12K	0.12%
Shaker Financial Services, LLC	89.13K	Jun 30, 26	-308.96K	0.12%
Wagner Wealth Management, LLC	84.99K	Jun 30, 26	-384	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	54.89K	Jun 30, 26	+272	0.07%
PFG Investments, LLC	39.08K	Jun 30, 26	+158	0.05%
Merit Financial Group, LLC	29.79K	Jun 30, 26	--	0.04%
180 WEALTH ADVISORS, LLC	18.67K	Jun 30, 26	-133	0.02%
Formidable Asset Management, LLC	15.55K	Jun 30, 26	-178	0.02%
D.A. DAVIDSON & CO.	12.74K	Jun 30, 26	+12.74K	0.02%
Accel Wealth Management	11.16K	Jun 30, 26	+82	0.01%
B. Riley Wealth Advisors, Inc.	11.04K	Jun 30, 26	+11.04K	0.01%
SHIKIAR ASSET MANAGEMENT INC	10.50K	Jun 30, 26	--	0.01%
J.W. COLE ADVISORS, INC.	9.53K	Jun 30, 26	+9.53K	0.01%
Sowell Financial Services LLC	9.48K	Jun 30, 26	+9.48K	0.01%
Prospera Financial Services Inc	9.20K	Jun 30, 26	+9.20K	0.01%
Smith Asset Management Co., LLC	8.84K	Jun 30, 26	+8.84K	0.01%
Oakworth Capital, Inc.	4.67K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	2.10K	Jun 30, 26	--	0.00%
Bangor Savings Bank	2.00K	Jun 30, 26	--	0.00%
Mosley Wealth Management	1.28K	Jun 30, 26	+1.28K	0.00%
Indiana Trust & Investment Management CO	1.20K	Jun 30, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	1.00K	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	909	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	863	Jun 30, 26	+14	0.00%
Community Financial Services Group, LLC	750	Jun 30, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	500	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	495	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	200	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	150	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	63	Jun 30, 26	+63	0.00%
MORGAN STANLEY	2.69M	Mar 31, 26	+53.91K	3.52%
UBS Group AG	2.20M	Mar 31, 26	-63.87K	2.88%
BANK OF AMERICA CORP /DE/	1.46M	Mar 31, 26	+156.00K	1.91%
WELLS FARGO & COMPANY/MN	840.34K	Mar 31, 26	+120.91K	1.10%
McGowan Group Asset Management, Inc.	624.41K	Mar 31, 26	+638	0.82%
Karpus Management, Inc.	387.33K	Mar 31, 26	-29.90K	0.51%
LPL Financial LLC	367.87K	Mar 31, 26	-1.83K	0.48%
Heron Bay Capital Management	311.44K	Mar 31, 26	-591	0.41%
ROYAL BANK OF CANADA	305.68K	Mar 31, 26	+19.86K	0.40%
AMERIPRISE FINANCIAL INC	297.27K	Mar 31, 26	-53.21K	0.39%
RAYMOND JAMES FINANCIAL INC	294.98K	Mar 31, 26	-24.11K	0.39%
Steward Partners Investment Advisory, LLC	233.16K	Mar 31, 26	+10.93K	0.31%
FIRST TRUST ADVISORS LP	200.74K	Mar 31, 26	+10.82K	0.26%
Janney Montgomery Scott LLC	186.04K	Mar 31, 26	+3.13K	0.24%
Rockefeller Capital Management L.P.	174.98K	Mar 31, 26	+26.95K	0.23%
GUGGENHEIM CAPITAL LLC	170.54K	Mar 31, 26	+2.82K	0.22%
WOLVERINE ASSET MANAGEMENT LLC	138.33K	Mar 31, 26	+138.33K	0.18%
Advisors Asset Management, Inc.	134.70K	Mar 31, 26	-35.02K	0.18%
COHEN & STEERS, INC.	128.87K	Mar 31, 26	-20.00K	0.17%
COMMONWEALTH EQUITY SERVICES, LLC	122.47K	Mar 31, 26	-5.56K	0.16%
WealthTrust Axiom LLC	118.58K	Mar 31, 26	-3.17K	0.16%
Sanctuary Advisors, LLC	115.80K	Mar 31, 26	+1.06K	0.15%
Beacon Pointe Advisors, LLC	112.60K	Mar 31, 26	--	0.15%
ADVISOR GROUP HOLDINGS, INC.	111.57K	Mar 31, 26	-2.83K	0.15%
Cetera Investment Advisers	96.50K	Mar 31, 26	+3.53K	0.13%
Arkadios Wealth Advisors	88.78K	Mar 31, 26	+88.78K	0.12%
EDGEWOOD MANAGEMENT LLC	82.00K	Mar 31, 26	--	0.11%
READYSTATE ASSET MANAGEMENT LP	80.72K	Mar 31, 26	+80.72K	0.11%
FIFTH THIRD BANCORP	71.08K	Mar 31, 26	+71.08K	0.09%
GOLDMAN SACHS GROUP INC	62.09K	Mar 31, 26	+981	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	46.35K	Mar 31, 26	+3.90K	0.06%
Kestra Advisory Services, LLC	45.65K	Mar 31, 26	+6.87K	0.06%
STIFEL FINANCIAL CORP	35.13K	Mar 31, 26	+6	0.05%
1776 Wealth LLC	32.10K	Mar 31, 26	--	0.04%
Joel Isaacson & Co., LLC	30.89K	Mar 31, 26	+266	0.04%
HighTower Advisors, LLC	29.55K	Mar 31, 26	+11.45K	0.04%
Fairman Group, LLC	28.56K	Mar 31, 26	--	0.04%
Cambridge Investment Research Advisors, Inc.	27.35K	Mar 31, 26	+8.17K	0.04%
Concurrent Investment Advisors, LLC	27.00K	Mar 31, 26	+89	0.04%
Kovack Advisors, Inc.	26.56K	Mar 31, 26	+895	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	25.36K	Mar 31, 26	+16.07K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	25.18K	Mar 31, 26	+293	0.03%
ADAPT WEALTH ADVISORS, LLC	23.55K	Mar 31, 26	-24.36K	0.03%
Palogic Value Management, L.P.	23.50K	Mar 31, 26	--	0.03%
WCG Wealth Advisors LLC	22.21K	Mar 31, 26	--	0.03%
Kingsview Wealth Management, LLC	21.78K	Mar 31, 26	-439	0.03%
TRUIST FINANCIAL CORP	20.27K	Mar 31, 26	+23	0.03%
DENVER WEALTH MANAGEMENT, INC.	19.76K	Mar 31, 26	+2.10K	0.03%
Invesco Ltd.	19.27K	Mar 31, 26	-24.23K	0.03%
XTX Topco Ltd	19.24K	Mar 31, 26	+19.24K	0.03%
AlphaCore Capital LLC	18.58K	Mar 31, 26	-228	0.02%
Avantax Planning Partners, Inc.	18.30K	Mar 31, 26	+2.65K	0.02%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	17.81K	Mar 31, 26	+17.81K	0.02%
Creative Planning	17.03K	Mar 31, 26	+8.11K	0.02%
CHOREO, LLC	16.13K	Mar 31, 26	--	0.02%
NWF Advisory Services Inc.	15.47K	Mar 31, 26	--	0.02%
Cresset Asset Management, LLC	13.75K	Mar 31, 26	-10.23K	0.02%
SILVERLAKE WEALTH MANAGEMENT LLC	13.74K	Mar 31, 26	--	0.02%
Logan Stone Capital, LLC	13.47K	Mar 31, 26	+13.47K	0.02%
AQR CAPITAL MANAGEMENT LLC	13.33K	Mar 31, 26	--	0.02%
Dakota Wealth Management	13.26K	Mar 31, 26	+1.18K	0.02%
United Advisor Group, LLC	11.89K	Mar 31, 26	+1.82K	0.02%
COMMERCE BANK	11.26K	Mar 31, 26	--	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.66K	Mar 31, 26	+10.66K	0.01%
Ausdal Financial Partners, Inc.	10.07K	Mar 31, 26	+45	0.01%
Presper Financial Architects, LLC	10.01K	Mar 31, 26	-34.89K	0.01%
Meeder Advisory Services, Inc.	9.96K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	6.61K	Mar 31, 26	+6.61K	0.01%
NewEdge Advisors, LLC	5.23K	Mar 31, 26	--	0.01%
Golden State Equity Partners	3.08K	Mar 31, 26	+3.08K	0.00%
PRIVATE TRUST CO NA	2.63K	Mar 31, 26	+2.63K	0.00%
Allworth Financial LP	2.62K	Mar 31, 26	+39	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.62K	Mar 31, 26	--	0.00%
Chung Wu Investment Group, LLC	2.30K	Mar 31, 26	--	0.00%
MAI Capital Management	1.75K	Mar 31, 26	+2	0.00%
Anchor Investment Management, LLC	1.68K	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	1.64K	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	1.44K	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	1.16K	Mar 31, 26	--	0.00%
Axiom Investment Management LLC	1.11K	Mar 31, 26	+1.11K	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	961	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	800	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	762	Mar 31, 26	+14	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	602	Mar 31, 26	+602	0.00%
US BANCORP \DE\	400	Mar 31, 26	-555	0.00%
Pinnacle Bancorp, Inc.	389	Mar 31, 26	--	0.00%
ASSETMARK, INC	384	Mar 31, 26	-275	0.00%
Strategic Advocates LLC	367	Mar 31, 26	-22.56K	0.00%
JPMORGAN CHASE & CO	362	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	332	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	250	Mar 31, 26	--	0.00%
BOKF, NA	200	Mar 31, 26	+200	0.00%
CWM, LLC	95	Mar 31, 26	+95	0.00%
Tower Research Capital LLC (TRC)	19	Mar 31, 26	+19	0.00%
REAP Financial Group, LLC	2	Mar 31, 26	-373	0.00%
LEVEL FOUR ADVISORY SERVICES, LLC	--	Mar 31, 26	-13.66K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-1.00K	--
Cerity Partners LLC	--	Mar 31, 26	-9.10K	--
Atlantic Union Bankshares Corp	--	Mar 31, 26	-833	--
Inlight Wealth Management, LLC	--	Mar 31, 26	-366	--
IFG Advisory, LLC	--	Mar 31, 26	-8.66K	--
NORTHSTAR ASSET MANAGEMENT INC	--	Mar 31, 26	-9.00K	--
Mariner, LLC	--	Mar 31, 26	-12.18K	--
Cornerstone Advisors, LLC	--	Mar 31, 26	-859.91K	--
CreativeOne Wealth, LLC	--	Mar 31, 26	-9.85K	--
CENTRAL TRUST Co	--	Mar 31, 26	-84	--
Navis Wealth Advisors, LLC	--	Mar 31, 26	-13.00K	--
Simplicity Wealth,LLC	--	Mar 31, 26	-9.52K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-15.41K	--
Capital Investment Advisors, LLC	--	Mar 31, 26	-9.12K	--
COMERICA BANK	72.58K	Dec 31, 25	-118	0.10%
ORG Partners LLC	3.08K	Dec 31, 25	--	0.00%
Good Life Advisors, LLC	53.67K	Jun 30, 25	+20.20K	0.07%
RAYMOND JAMES & ASSOCIATES	125.46K	Sep 30, 24	-8.54K	0.16%
Raymond James Financial Services Advisors, Inc.	63.78K	Sep 30, 24	+428	0.08%
Flow State Investments, L.P.	--	Sep 30, 24	-63.04K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	500	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	47.62K	Mar 31, 24	+1.51K	0.06%
Cetera Advisors LLC	16.45K	Mar 31, 24	+16.45K	0.02%
Covington Capital Management	1.50K	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	930	Sep 30, 22	--	0.00%
FourThought Financial, LLC	207	Sep 30, 22	+207	0.00%
American Portfolios Advisors	150	Sep 30, 22	--	0.00%
EATON VANCE MANAGEMENT	--	Sep 30, 22	-10.02K	--
Altium Wealth Management LLC	10.46K	Jun 30, 22	-774	0.01%
NEXT Financial Group, Inc	16.11K	Dec 31, 21	+2.67K	0.02%
Sonora Investment Management, LLC	1.75K	Sep 30, 21	+1.75K	0.00%
USCA RIA LLC	10.76K	Jun 30, 21	--	0.01%
OLD MISSION CAPITAL, LLC	20.30K	Dec 31, 20	+20.30K	0.03%
Winslow, Evans & Crocker, Inc.	500	Dec 31, 20	-400	0.00%
ACCURATE INVESTMENT SOLUTIONS, INC.	11.30K	Mar 31, 20	+197	0.01%
Advisor Group, Inc.	169.37K	Dec 31, 19	+2.77K	0.22%
Beacon Pointe Wealth Advisors, LLC	144.45K	Dec 31, 19	--	0.19%
LADENBURG THALMANN FINANCIAL SERVICES INC.	72.55K	Dec 31, 19	-3.67K	0.10%
BB&T SECURITIES, LLC	47.16K	Sep 30, 19	+181	0.06%
RELIANCE TRUST CO OF DELAWARE	17.70K	Mar 31, 19	--	0.02%
Edge Advisors, LLC	750	Jun 30, 18	--	0.00%
IFC Holdings Incorporated/FL	24.01K	Dec 31, 17	--	0.03%
Commonwealth Equity Services, Inc	90.10K	Jun 30, 17	+3.13K	0.12%
MSI Financial Services Inc	45.56K	Dec 31, 16	+532	0.06%
BlackRock Investment Management, LLC	1.40K	Dec 31, 16	+1.40K	0.00%
Investors Capital Advisory Services	87.98K	Jun 30, 16	-1.14K	0.12%
VSR Financial Services, Inc.	--	Jun 30, 16	-29.04K	--
Gupta Wealth Management LLC	1.44K	Mar 31, 16	-560	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-4	--
COHEN & STEERS CAPITAL MANAGEMENT INC	413.85K	Mar 31, 15	+413.85K	0.54%
BAIRD ROBERT W & CO INC /WI/	13.95K	Mar 31, 15	+13.95K	0.02%
Dominick & Dominick LLC	12.00K	Dec 31, 14	--	0.02%
UBS AG	1.27M	Sep 30, 14	+176.11K	1.67%
1919 Investment Counsel, LLC	1.00K	Sep 30, 14	--	0.00%
OTA LLC	11.71K	Jun 30, 14	+11.71K	0.02%
SIGNET MANAGEMENT USA, LLC	738	Dec 31, 13	+738	0.00%
Jane Street Holding, LLC	--	Dec 31, 13	-28.59K	--
First Allied Securities, Inc.	110.08K	Jun 30, 12	+2.53K	0.14%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	392.33K	Jun 30, 10	-24.04K	0.51%

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Holder

Date

Change

% Held

Live Oak Private Wealth LLC

92.35K

Jun 30, 26

0.12%

Hennion & Walsh Asset Management, Inc.

92.11K

Jun 30, 26

-21.12K

0.12%

Shaker Financial Services, LLC

89.13K

Jun 30, 26

-308.96K

0.12%

Wagner Wealth Management, LLC

84.99K

Jun 30, 26

-384

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

54.89K

Jun 30, 26

+272

0.07%

PFG Investments, LLC

39.08K

Jun 30, 26

+158

0.05%

Merit Financial Group, LLC

29.79K

Jun 30, 26

0.04%

180 WEALTH ADVISORS, LLC

18.67K

Jun 30, 26

-133

0.02%

Formidable Asset Management, LLC

15.55K

Jun 30, 26

-178

0.02%

D.A. DAVIDSON & CO.

12.74K

Jun 30, 26

+12.74K

0.02%

Accel Wealth Management

11.16K

Jun 30, 26

+82

0.01%

B. Riley Wealth Advisors, Inc.

11.04K

Jun 30, 26

+11.04K

0.01%

SHIKIAR ASSET MANAGEMENT INC

10.50K

Jun 30, 26

0.01%

J.W. COLE ADVISORS, INC.

9.53K

Jun 30, 26

+9.53K

0.01%

Sowell Financial Services LLC

9.48K

Jun 30, 26

+9.48K

0.01%

Prospera Financial Services Inc

9.20K

Jun 30, 26

+9.20K

0.01%

Smith Asset Management Co., LLC

8.84K

Jun 30, 26

+8.84K

0.01%

Oakworth Capital, Inc.

4.67K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

2.10K

Jun 30, 26

0.00%

Bangor Savings Bank

2.00K

Jun 30, 26

0.00%

Mosley Wealth Management

1.28K

Jun 30, 26

+1.28K

0.00%

Indiana Trust & Investment Management CO

1.20K

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

1.00K

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

909

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

863

Jun 30, 26

+14

0.00%

Community Financial Services Group, LLC

750

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

500

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

495

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

200

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

150

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+63

0.00%

MORGAN STANLEY

2.69M

Mar 31, 26

+53.91K

3.52%

UBS Group AG

2.20M

Mar 31, 26

-63.87K

2.88%

BANK OF AMERICA CORP /DE/

1.46M

Mar 31, 26

+156.00K

1.91%

WELLS FARGO & COMPANY/MN

840.34K

Mar 31, 26

+120.91K

1.10%

McGowan Group Asset Management, Inc.

624.41K

Mar 31, 26

+638

0.82%

Karpus Management, Inc.

387.33K

Mar 31, 26

-29.90K

0.51%

LPL Financial LLC

367.87K

Mar 31, 26

-1.83K

0.48%

Heron Bay Capital Management

311.44K

Mar 31, 26

-591

0.41%

ROYAL BANK OF CANADA

305.68K

Mar 31, 26

+19.86K

0.40%

AMERIPRISE FINANCIAL INC

297.27K

Mar 31, 26

-53.21K

0.39%

RAYMOND JAMES FINANCIAL INC

294.98K

Mar 31, 26

-24.11K

0.39%

Steward Partners Investment Advisory, LLC

233.16K

Mar 31, 26

+10.93K

0.31%

FIRST TRUST ADVISORS LP

200.74K

Mar 31, 26

+10.82K

0.26%

Janney Montgomery Scott LLC

186.04K

Mar 31, 26

+3.13K

0.24%

Rockefeller Capital Management L.P.

174.98K

Mar 31, 26

+26.95K

0.23%

GUGGENHEIM CAPITAL LLC

170.54K

Mar 31, 26

+2.82K

0.22%

WOLVERINE ASSET MANAGEMENT LLC

138.33K

Mar 31, 26

+138.33K

0.18%

Advisors Asset Management, Inc.

134.70K

Mar 31, 26

-35.02K

0.18%

COHEN & STEERS, INC.

128.87K

Mar 31, 26

-20.00K

0.17%

COMMONWEALTH EQUITY SERVICES, LLC

122.47K

Mar 31, 26

-5.56K

0.16%

WealthTrust Axiom LLC

118.58K

Mar 31, 26

-3.17K

0.16%

Sanctuary Advisors, LLC

115.80K

Mar 31, 26

+1.06K

0.15%

Beacon Pointe Advisors, LLC

112.60K

Mar 31, 26

0.15%

ADVISOR GROUP HOLDINGS, INC.

111.57K

Mar 31, 26

-2.83K

0.15%

Cetera Investment Advisers

96.50K

Mar 31, 26

+3.53K

0.13%

Arkadios Wealth Advisors

88.78K

Mar 31, 26

+88.78K

0.12%

EDGEWOOD MANAGEMENT LLC

82.00K

Mar 31, 26

0.11%

READYSTATE ASSET MANAGEMENT LP

80.72K

Mar 31, 26

+80.72K

0.11%

FIFTH THIRD BANCORP

71.08K

Mar 31, 26

+71.08K

0.09%

GOLDMAN SACHS GROUP INC

62.09K

Mar 31, 26

+981

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

46.35K

Mar 31, 26

+3.90K

0.06%

Kestra Advisory Services, LLC

45.65K

Mar 31, 26

+6.87K

0.06%

STIFEL FINANCIAL CORP

35.13K

Mar 31, 26

0.05%

1776 Wealth LLC

32.10K

Mar 31, 26

0.04%

Joel Isaacson & Co., LLC

30.89K

Mar 31, 26

+266

0.04%

HighTower Advisors, LLC

29.55K

Mar 31, 26

+11.45K

0.04%

Fairman Group, LLC

28.56K

Mar 31, 26

0.04%

Cambridge Investment Research Advisors, Inc.

27.35K

Mar 31, 26

+8.17K

0.04%

Concurrent Investment Advisors, LLC

27.00K

Mar 31, 26

+89

0.04%

Kovack Advisors, Inc.

26.56K

Mar 31, 26

+895

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

25.36K

Mar 31, 26

+16.07K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

25.18K

Mar 31, 26

+293

0.03%

ADAPT WEALTH ADVISORS, LLC

23.55K

Mar 31, 26

-24.36K

0.03%

Palogic Value Management, L.P.

23.50K

Mar 31, 26

0.03%

WCG Wealth Advisors LLC

22.21K

Mar 31, 26

0.03%

Kingsview Wealth Management, LLC

21.78K

Mar 31, 26

-439

0.03%

TRUIST FINANCIAL CORP

20.27K

Mar 31, 26

+23

0.03%

DENVER WEALTH MANAGEMENT, INC.

19.76K

Mar 31, 26

+2.10K

0.03%

Invesco Ltd.

19.27K

Mar 31, 26

-24.23K

0.03%

XTX Topco Ltd

19.24K

Mar 31, 26

+19.24K

0.03%

AlphaCore Capital LLC

18.58K

Mar 31, 26

-228

0.02%

Avantax Planning Partners, Inc.

18.30K

Mar 31, 26

+2.65K

0.02%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

17.81K

Mar 31, 26

+17.81K

0.02%

Creative Planning

17.03K

Mar 31, 26

+8.11K

0.02%

CHOREO, LLC

16.13K

Mar 31, 26

0.02%

NWF Advisory Services Inc.

15.47K

Mar 31, 26

0.02%

Cresset Asset Management, LLC

13.75K

Mar 31, 26

-10.23K

0.02%

SILVERLAKE WEALTH MANAGEMENT LLC

13.74K

Mar 31, 26

0.02%

Logan Stone Capital, LLC

13.47K

Mar 31, 26

+13.47K

0.02%

AQR CAPITAL MANAGEMENT LLC

13.33K

Mar 31, 26

0.02%

Dakota Wealth Management

13.26K

Mar 31, 26

+1.18K

0.02%

United Advisor Group, LLC

11.89K

Mar 31, 26

+1.82K

0.02%

COMMERCE BANK

11.26K

Mar 31, 26

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.66K

Mar 31, 26

+10.66K

0.01%

Ausdal Financial Partners, Inc.

10.07K

Mar 31, 26

+45

0.01%

Presper Financial Architects, LLC

10.01K

Mar 31, 26

-34.89K

0.01%

Meeder Advisory Services, Inc.

9.96K

Mar 31, 26

0.01%

Advisory Services Network, LLC

6.61K

Mar 31, 26

+6.61K

0.01%

NewEdge Advisors, LLC

5.23K

Mar 31, 26

0.01%

Golden State Equity Partners

3.08K

Mar 31, 26

+3.08K

0.00%

PRIVATE TRUST CO NA

2.63K

Mar 31, 26

+2.63K

0.00%

Allworth Financial LP

2.62K

Mar 31, 26

+39

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.62K

Mar 31, 26

0.00%

Chung Wu Investment Group, LLC

2.30K

Mar 31, 26

0.00%

MAI Capital Management

1.75K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

1.68K

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

1.64K

Mar 31, 26

0.00%

Millstone Evans Group, LLC

1.44K

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

1.16K

Mar 31, 26

0.00%

Axiom Investment Management LLC

1.11K

Mar 31, 26

+1.11K

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

961

Mar 31, 26

0.00%

McIlrath & Eck, LLC

800

Mar 31, 26

0.00%

Parallel Advisors, LLC

762

Mar 31, 26

+14

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

602

Mar 31, 26

+602

0.00%

US BANCORP \DE\

400

Mar 31, 26

-555

0.00%

Pinnacle Bancorp, Inc.

389

Mar 31, 26

0.00%

ASSETMARK, INC

384

Mar 31, 26

-275

0.00%

Strategic Advocates LLC

367

Mar 31, 26

-22.56K

0.00%

JPMORGAN CHASE & CO

362

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

332

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

250

Mar 31, 26

0.00%

BOKF, NA

200

Mar 31, 26

+200

0.00%

CWM, LLC

Mar 31, 26

+95

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

+19

0.00%

REAP Financial Group, LLC

Mar 31, 26

-373

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

Mar 31, 26

-13.66K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-1.00K

Cerity Partners LLC

Mar 31, 26

-9.10K

Atlantic Union Bankshares Corp

Mar 31, 26

-833

Inlight Wealth Management, LLC

Mar 31, 26

-366

IFG Advisory, LLC

Mar 31, 26

-8.66K

NORTHSTAR ASSET MANAGEMENT INC

Mar 31, 26

-9.00K

Mariner, LLC

Mar 31, 26

-12.18K

Cornerstone Advisors, LLC

Mar 31, 26

-859.91K

CreativeOne Wealth, LLC

Mar 31, 26

-9.85K

CENTRAL TRUST Co

Mar 31, 26

-84

Navis Wealth Advisors, LLC

Mar 31, 26

-13.00K

Simplicity Wealth,LLC

Mar 31, 26

-9.52K

JANE STREET GROUP, LLC

Mar 31, 26

-15.41K

Capital Investment Advisors, LLC

Mar 31, 26

-9.12K

COMERICA BANK

72.58K

Dec 31, 25

-118

0.10%

ORG Partners LLC

3.08K

Dec 31, 25

0.00%

Good Life Advisors, LLC

53.67K

Jun 30, 25

+20.20K

0.07%

RAYMOND JAMES & ASSOCIATES

125.46K

Sep 30, 24

-8.54K

0.16%

Raymond James Financial Services Advisors, Inc.

63.78K

Sep 30, 24

+428

0.08%

Flow State Investments, L.P.

Sep 30, 24

-63.04K

BENJAMIN F. EDWARDS & COMPANY, INC.

500

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

47.62K

Mar 31, 24

+1.51K

0.06%

Cetera Advisors LLC

16.45K

Mar 31, 24

+16.45K

0.02%

Covington Capital Management

1.50K

Sep 30, 22

0.00%

Strategic Asset Management, LLC

930

Sep 30, 22

0.00%

FourThought Financial, LLC

207

Sep 30, 22

+207

0.00%

American Portfolios Advisors

150

Sep 30, 22

0.00%

EATON VANCE MANAGEMENT

Sep 30, 22

-10.02K

Altium Wealth Management LLC

10.46K

Jun 30, 22

-774

0.01%

NEXT Financial Group, Inc

16.11K

Dec 31, 21

+2.67K

0.02%

Sonora Investment Management, LLC

1.75K

Sep 30, 21

+1.75K

0.00%

USCA RIA LLC

10.76K

Jun 30, 21

0.01%

OLD MISSION CAPITAL, LLC

20.30K

Dec 31, 20

+20.30K

0.03%

Winslow, Evans & Crocker, Inc.

500

Dec 31, 20

-400

0.00%

ACCURATE INVESTMENT SOLUTIONS, INC.

11.30K

Mar 31, 20

+197

0.01%

Advisor Group, Inc.

169.37K

Dec 31, 19

+2.77K

0.22%

Beacon Pointe Wealth Advisors, LLC

144.45K

Dec 31, 19

0.19%

LADENBURG THALMANN FINANCIAL SERVICES INC.

72.55K

Dec 31, 19

-3.67K

0.10%

BB&T SECURITIES, LLC

47.16K

Sep 30, 19

+181

0.06%

RELIANCE TRUST CO OF DELAWARE

17.70K

Mar 31, 19

0.02%

Edge Advisors, LLC

750

Jun 30, 18

0.00%

IFC Holdings Incorporated/FL

24.01K

Dec 31, 17

0.03%

Commonwealth Equity Services, Inc

90.10K

Jun 30, 17

+3.13K

0.12%

MSI Financial Services Inc

45.56K

Dec 31, 16

+532

0.06%

BlackRock Investment Management, LLC

1.40K

Dec 31, 16

+1.40K

0.00%

Investors Capital Advisory Services

87.98K

Jun 30, 16

-1.14K

0.12%

VSR Financial Services, Inc.

Jun 30, 16

-29.04K

Gupta Wealth Management LLC

1.44K

Mar 31, 16

-560

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-4

COHEN & STEERS CAPITAL MANAGEMENT INC

413.85K

Mar 31, 15

+413.85K

0.54%

BAIRD ROBERT W & CO INC /WI/

13.95K

Mar 31, 15

+13.95K

0.02%

Dominick & Dominick LLC

12.00K

Dec 31, 14

0.02%

UBS AG

1.27M

Sep 30, 14

+176.11K

1.67%

1919 Investment Counsel, LLC

1.00K

Sep 30, 14

0.00%

OTA LLC

11.71K

Jun 30, 14

+11.71K

0.02%

SIGNET MANAGEMENT USA, LLC

738

Dec 31, 13

+738

0.00%

Jane Street Holding, LLC

Dec 31, 13

-28.59K

First Allied Securities, Inc.

110.08K

Jun 30, 12

+2.53K

0.14%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

392.33K

Jun 30, 10

-24.04K

0.51%