Eaton Vance Risk-Managed Diversified Equity Income Fund(ETJ)

$8.37—

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Eaton Vance Risk-Managed Diversified Equity Income Fund(ETJ)

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$8.37—

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ETJ(ETJ)

ETJ

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

Institutional Ownership

Top 171 Institutional Holders

Holder	Shares	Date	Change	% Held
Shaker Financial Services, LLC	206.90K	Jun 30, 26	-40.52K	0.31%
First Heartland Consultants, Inc.	129.15K	Jun 30, 26	+3.90K	0.19%
INDEPENDENT FINANCIAL GROUP, LLC	81.03K	Jun 30, 26	-11.10K	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	39.55K	Jun 30, 26	+564	0.06%
NBC SECURITIES, INC.	38.33K	Jun 30, 26	+14.67K	0.06%
David J Yvars Group	37.88K	Jun 30, 26	-2.36K	0.06%
WINEBRENNER CAPITAL MANAGEMENT LLC	30.00K	Jun 30, 26	-20.00K	0.04%
Formidable Asset Management, LLC	28.58K	Jun 30, 26	+212	0.04%
Successful Portfolios LLC	25.10K	Jun 30, 26	--	0.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	24.11K	Jun 30, 26	+2.00K	0.04%
Prospera Financial Services Inc	22.68K	Jun 30, 26	--	0.03%
B. Riley Wealth Advisors, Inc.	19.74K	Jun 30, 26	+2.29K	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	14.63K	Jun 30, 26	-564	0.02%
Procyon Advisors, LLC	12.70K	Jun 30, 26	--	0.02%
Marshall Financial Group LLC	12.03K	Jun 30, 26	--	0.02%
Liberty Capital Management, Inc.	11.17K	Jun 30, 26	+11.17K	0.02%
VISTA INVESTMENT PARTNERS II, LLC	11.04K	Jun 30, 26	--	0.02%
GAMMA Investing LLC	8.00K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	7.03K	Jun 30, 26	+2.00K	0.01%
Princeton Global Asset Management LLC	5.75K	Jun 30, 26	--	0.01%
Creative Capital Management Investments LLC	3.56K	Jun 30, 26	--	0.01%
Noble Wealth Management PBC	2.50K	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.65K	Jun 30, 26	+38	0.00%
GoalVest Advisory LLC	560	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	500	Jun 30, 26	--	0.00%
Arlington Capital Management, Inc.	--	Jun 30, 26	-35.84K	--
LPL Financial LLC	2.24M	Mar 31, 26	+6.22K	3.33%
RAYMOND JAMES FINANCIAL INC	1.94M	Mar 31, 26	+33.55K	2.88%
ADVISOR GROUP HOLDINGS, INC.	1.21M	Mar 31, 26	-18.44K	1.80%
GUGGENHEIM CAPITAL LLC	1.15M	Mar 31, 26	+59.27K	1.71%
Invesco Ltd.	956.31K	Mar 31, 26	-37.02K	1.42%
MORGAN STANLEY	725.75K	Mar 31, 26	+32.26K	1.08%
Advisors Asset Management, Inc.	485.61K	Mar 31, 26	+47.16K	0.72%
AMERIPRISE FINANCIAL INC	427.82K	Mar 31, 26	+19.51K	0.64%
COHEN & STEERS, INC.	241.38K	Mar 31, 26	-25.00K	0.36%
Colony Group, LLC	225.69K	Mar 31, 26	+26.93K	0.34%
Cambridge Investment Research Advisors, Inc.	190.94K	Mar 31, 26	+5.21K	0.28%
Financial Alternatives, Inc	188.66K	Mar 31, 26	-826	0.28%
WELLS FARGO & COMPANY/MN	177.07K	Mar 31, 26	-22.69K	0.26%
BANK OF AMERICA CORP /DE/	159.95K	Mar 31, 26	-13.20K	0.24%
IHT Wealth Management, LLC	156.00K	Mar 31, 26	-9.23K	0.23%
Creative Planning	150.48K	Mar 31, 26	-25.95K	0.22%
WILEY BROS.-AINTREE CAPITAL, LLC	149.29K	Mar 31, 26	+76.81K	0.22%
Private Advisor Group, LLC	134.96K	Mar 31, 26	+6.39K	0.20%
Calamos Advisors LLC	133.98K	Mar 31, 26	+15.95K	0.20%
TWO SIGMA INVESTMENTS, LP	133.18K	Mar 31, 26	-359	0.20%
Steward Partners Investment Advisory, LLC	120.62K	Mar 31, 26	+102.59K	0.18%
ROYAL BANK OF CANADA	116.32K	Mar 31, 26	+4.18K	0.17%
UBS Group AG	92.30K	Mar 31, 26	-7.90K	0.14%
Advisory Services Network, LLC	92.00K	Mar 31, 26	+6.09K	0.14%
Ausdal Financial Partners, Inc.	85.36K	Mar 31, 26	-1.69K	0.13%
Pointe Capital Management LLC	84.72K	Mar 31, 26	+24.57K	0.13%
CENTAURUS FINANCIAL, INC.	74.95K	Mar 31, 26	+911	0.11%
Independent Advisor Alliance	69.05K	Mar 31, 26	+69.05K	0.10%
Janney Montgomery Scott LLC	62.06K	Mar 31, 26	-4.78K	0.09%
NewEdge Advisors, LLC	58.31K	Mar 31, 26	-2.80K	0.09%
Cetera Investment Advisers	56.58K	Mar 31, 26	+90	0.08%
Garden State Investment Advisory Services LLC	52.95K	Mar 31, 26	+7.26K	0.08%
WCG Wealth Advisors LLC	51.14K	Mar 31, 26	+450	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	47.99K	Mar 31, 26	-727	0.07%
STIFEL FINANCIAL CORP	47.95K	Mar 31, 26	-3.34K	0.07%
HighTower Advisors, LLC	41.19K	Mar 31, 26	+4	0.06%
ELCO Management Co., LLC	38.14K	Mar 31, 26	-3.55K	0.06%
Baird Financial Group, Inc.	35.10K	Mar 31, 26	+2.27K	0.05%
Portfolio Strategies, Inc.	31.96K	Mar 31, 26	-10.11K	0.05%
Sigma Planning Corp	31.62K	Mar 31, 26	+61	0.05%
Stratos Wealth Advisors, LLC	28.00K	Mar 31, 26	--	0.04%
Western Wealth Management, LLC	25.91K	Mar 31, 26	+1.37K	0.04%
Vestmark Advisory Solutions, Inc.	25.00K	Mar 31, 26	--	0.04%
Mount Yale Investment Advisors, LLC	25.00K	Mar 31, 26	--	0.04%
WESPAC Advisors, LLC	24.00K	Mar 31, 26	--	0.04%
Kovack Advisors, Inc.	22.39K	Mar 31, 26	+6.33K	0.03%
BOOTHBAY FUND MANAGEMENT, LLC	21.23K	Mar 31, 26	-47.23K	0.03%
Allworth Financial LP	20.12K	Mar 31, 26	--	0.03%
GWN SECURITIES INC.	19.91K	Mar 31, 26	--	0.03%
RPO LLC	19.44K	Mar 31, 26	-117.47K	0.03%
Founders Financial Alliance, LLC	19.12K	Mar 31, 26	+765	0.03%
Everstar Asset Management, LLC	16.95K	Mar 31, 26	-2.83K	0.03%
Semus Wealth Partners LLC	16.59K	Mar 31, 26	+158	0.02%
NWF Advisory Services Inc.	16.30K	Mar 31, 26	--	0.02%
Strategic Financial Concepts, LLC	16.10K	Mar 31, 26	+16.10K	0.02%
PRIMORIS WEALTH ADVISORS, LLC	16.08K	Mar 31, 26	+4	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.97K	Mar 31, 26	+15.97K	0.02%
Summit Financial, LLC	15.33K	Mar 31, 26	+4	0.02%
WEALTH EFFECTS LLC	15.07K	Mar 31, 26	-75	0.02%
Ameritas Advisory Services, LLC	14.43K	Mar 31, 26	--	0.02%
XTX Topco Ltd	14.34K	Mar 31, 26	+14.34K	0.02%
PRINCIPAL SECURITIES, INC.	13.47K	Mar 31, 26	--	0.02%
Catalina Capital Group, LLC	13.30K	Mar 31, 26	+26	0.02%
HARBOUR INVESTMENTS, INC.	12.57K	Mar 31, 26	+6.00K	0.02%
MML INVESTORS SERVICES, LLC	12.36K	Mar 31, 26	--	0.02%
Insight Advisors, LLC/ PA	12.14K	Mar 31, 26	+273	0.02%
Gateway Wealth Partners, LLC	12.00K	Mar 31, 26	+12.00K	0.02%
Pensionmark Financial Group, LLC	11.44K	Mar 31, 26	+105	0.02%
Diversified Enterprises, LLC	11.42K	Mar 31, 26	+66	0.02%
Kestra Advisory Services, LLC	11.13K	Mar 31, 26	+129	0.02%
Gladstone Institutional Advisory LLC	11.09K	Mar 31, 26	--	0.02%
JANE STREET GROUP, LLC	10.72K	Mar 31, 26	-24.80K	0.02%
Waverly Advisors, LLC	10.01K	Mar 31, 26	-1.55K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.30K	Mar 31, 26	+2.00K	0.01%
MAI Capital Management	6.22K	Mar 31, 26	+2.88K	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3.50K	Mar 31, 26	+1.80K	0.01%
Colonial Trust Co / SC	2.79K	Mar 31, 26	+2.79K	0.00%
Geneos Wealth Management Inc.	2.48K	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	2.08K	Mar 31, 26	+2.08K	0.00%
HOEY INVESTMENTS, INC	2.00K	Mar 31, 26	--	0.00%
Manchester Capital Management LLC	2.00K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	2.00K	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	1.53K	Mar 31, 26	-1.50K	0.00%
Smartleaf Asset Management LLC	1.25K	Mar 31, 26	--	0.00%
TD Capital Management LLC	1.02K	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	230	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	7	Mar 31, 26	+3	0.00%
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-134.06K	--
StoneX Group Inc.	--	Mar 31, 26	-10.78K	--
Almitas Capital LLC	--	Mar 31, 26	-20.66K	--
Cornerstone Advisors, LLC	--	Mar 31, 26	-762.33K	--
Luminist Capital LLC	--	Mar 31, 26	-697	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-10.61K	--
SageView Advisory Group, LLC	59.69K	Dec 31, 25	+1.69K	0.09%
COMERICA BANK	2.05K	Dec 31, 25	-1	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-11.51K	--
Atria Wealth Solutions, Inc.	16.35K	Jun 30, 25	+16.35K	0.02%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	9.70K	Jun 30, 25	+9.70K	0.01%
Sheaff Brock Investment Advisors, LLC	20.12K	Mar 31, 25	--	0.03%
Maxwell Wealth Strategies Inc.	215.20K	Dec 31, 24	-747	0.32%
Raymond James Financial Services Advisors, Inc.	848.07K	Sep 30, 24	+48.72K	1.26%
RAYMOND JAMES & ASSOCIATES	535.87K	Sep 30, 24	+13.92K	0.80%
Diversified, LLC	13.57K	Sep 30, 24	-1.51K	0.02%
RAYMOND JAMES TRUST N.A.	13.08K	Sep 30, 24	--	0.02%
Carmichael Hill & Associates, Inc.	1.00K	Sep 30, 24	+1.00K	0.00%
Flow State Investments, L.P.	--	Sep 30, 24	-60.24K	--
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.00K	--
Cetera Advisor Networks LLC	26.71K	Mar 31, 24	-4.93K	0.04%
Retirement Group, LLC	4.02K	Mar 31, 24	-3.63K	0.01%
Baystate Wealth Management LLC	503	Dec 31, 23	+503	0.00%
Ahrens Investment Partners LLC	1.00K	Mar 31, 23	+1.00K	0.00%
BOENNING & SCATTERGOOD, INC.	15.94K	Dec 31, 22	-373	0.02%
American Portfolios Advisors	3.60K	Sep 30, 22	-1.69K	0.01%
FourThought Financial, LLC	12	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-1.23K	--
NEXT Financial Group, Inc	8.28K	Dec 31, 21	-75	0.01%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-2.77K	--
Ameritas Investment Company, LLC	18.80K	Sep 30, 21	--	0.03%
Hoover Financial Advisors, Inc.	2.68K	Jun 30, 21	+2.68K	0.00%
Winslow, Evans & Crocker, Inc.	600	Dec 31, 20	+475	0.00%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	92.50K	Sep 30, 20	+48.33K	0.14%
LADENBURG THALMANN FINANCIAL SERVICES INC.	275.63K	Dec 31, 19	+24.32K	0.41%
Advisor Group, Inc.	254.78K	Dec 31, 19	+18.62K	0.38%
Global X Management CO LLC	40.20K	Jun 30, 18	+2.13K	0.06%
XML SECURITIES, LLC	--	Mar 31, 18	-10.70K	--
IFC Holdings Incorporated/FL	11.50K	Dec 31, 17	--	0.02%
BB&T INVESTMENT SERVICES, INC.	--	Dec 31, 17	-340	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-26.50K	--
Commonwealth Equity Services, Inc	45.56K	Jun 30, 17	+1.44K	0.07%
RONALD BLUE & CO LLC	15.52K	Jun 30, 17	+374	0.02%
MSI Financial Services Inc	21.66K	Dec 31, 16	-997	0.03%
ANCORA FAMILY WEALTH ADVISORS, LLC	22.70K	Sep 30, 16	-500	0.03%
Boyle Capital Management, L.L.C.	--	Sep 30, 16	-43.30K	--
Investors Capital Advisory Services	135.62K	Jun 30, 16	+48.77K	0.20%
Gupta Wealth Management LLC	--	Mar 31, 16	-1.77K	--
Aris Wealth Services, Inc.	461.03K	Sep 30, 15	-8.86K	0.69%
Relative Value Partners, LLC	2.87M	Mar 31, 15	+346.60K	4.26%
BAIRD ROBERT W & CO INC /WI/	--	Mar 31, 15	-13.85K	--
UBS AG	3.06M	Sep 30, 14	+182.97K	4.54%
McAdams Wright Ragen, Inc.	54.15K	Sep 30, 14	+54.15K	0.08%
KMS FINANCIAL SERVICES, INC	12.11K	Jun 30, 14	-20.65K	0.02%
STIFEL NICOLAUS & CO INC \MO\	24.25K	Sep 30, 13	--	0.04%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-10.98K	--
First Allied Securities, Inc.	2.25K	Jun 30, 12	-986	0.00%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	44.29K	Jun 30, 10	-7.15K	0.07%

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Holder

Date

Change

% Held

Shaker Financial Services, LLC

206.90K

Jun 30, 26

-40.52K

0.31%

First Heartland Consultants, Inc.

129.15K

Jun 30, 26

+3.90K

0.19%

INDEPENDENT FINANCIAL GROUP, LLC

81.03K

Jun 30, 26

-11.10K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

39.55K

Jun 30, 26

+564

0.06%

NBC SECURITIES, INC.

38.33K

Jun 30, 26

+14.67K

0.06%

David J Yvars Group

37.88K

Jun 30, 26

-2.36K

0.06%

WINEBRENNER CAPITAL MANAGEMENT LLC

30.00K

Jun 30, 26

-20.00K

0.04%

Formidable Asset Management, LLC

28.58K

Jun 30, 26

+212

0.04%

Successful Portfolios LLC

25.10K

Jun 30, 26

0.04%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

24.11K

Jun 30, 26

+2.00K

0.04%

Prospera Financial Services Inc

22.68K

Jun 30, 26

0.03%

B. Riley Wealth Advisors, Inc.

19.74K

Jun 30, 26

+2.29K

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

14.63K

Jun 30, 26

-564

0.02%

Procyon Advisors, LLC

12.70K

Jun 30, 26

0.02%

Marshall Financial Group LLC

12.03K

Jun 30, 26

0.02%

Liberty Capital Management, Inc.

11.17K

Jun 30, 26

+11.17K

0.02%

VISTA INVESTMENT PARTNERS II, LLC

11.04K

Jun 30, 26

0.02%

GAMMA Investing LLC

8.00K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

7.03K

Jun 30, 26

+2.00K

0.01%

Princeton Global Asset Management LLC

5.75K

Jun 30, 26

0.01%

Creative Capital Management Investments LLC

3.56K

Jun 30, 26

0.01%

Noble Wealth Management PBC

2.50K

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.65K

Jun 30, 26

+38

0.00%

GoalVest Advisory LLC

560

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

500

Jun 30, 26

0.00%

Arlington Capital Management, Inc.

Jun 30, 26

-35.84K

LPL Financial LLC

2.24M

Mar 31, 26

+6.22K

3.33%

RAYMOND JAMES FINANCIAL INC

1.94M

Mar 31, 26

+33.55K

2.88%

ADVISOR GROUP HOLDINGS, INC.

1.21M

Mar 31, 26

-18.44K

1.80%

GUGGENHEIM CAPITAL LLC

1.15M

Mar 31, 26

+59.27K

1.71%

Invesco Ltd.

956.31K

Mar 31, 26

-37.02K

1.42%

MORGAN STANLEY

725.75K

Mar 31, 26

+32.26K

1.08%

Advisors Asset Management, Inc.

485.61K

Mar 31, 26

+47.16K

0.72%

AMERIPRISE FINANCIAL INC

427.82K

Mar 31, 26

+19.51K

0.64%

COHEN & STEERS, INC.

241.38K

Mar 31, 26

-25.00K

0.36%

Colony Group, LLC

225.69K

Mar 31, 26

+26.93K

0.34%

Cambridge Investment Research Advisors, Inc.

190.94K

Mar 31, 26

+5.21K

0.28%

Financial Alternatives, Inc

188.66K

Mar 31, 26

-826

0.28%

WELLS FARGO & COMPANY/MN

177.07K

Mar 31, 26

-22.69K

0.26%

BANK OF AMERICA CORP /DE/

159.95K

Mar 31, 26

-13.20K

0.24%

IHT Wealth Management, LLC

156.00K

Mar 31, 26

-9.23K

0.23%

Creative Planning

150.48K

Mar 31, 26

-25.95K

0.22%

WILEY BROS.-AINTREE CAPITAL, LLC

149.29K

Mar 31, 26

+76.81K

0.22%

Private Advisor Group, LLC

134.96K

Mar 31, 26

+6.39K

0.20%

Calamos Advisors LLC

133.98K

Mar 31, 26

+15.95K

0.20%

TWO SIGMA INVESTMENTS, LP

133.18K

Mar 31, 26

-359

0.20%

Steward Partners Investment Advisory, LLC

120.62K

Mar 31, 26

+102.59K

0.18%

ROYAL BANK OF CANADA

116.32K

Mar 31, 26

+4.18K

0.17%

UBS Group AG

92.30K

Mar 31, 26

-7.90K

0.14%

Advisory Services Network, LLC

92.00K

Mar 31, 26

+6.09K

0.14%

Ausdal Financial Partners, Inc.

85.36K

Mar 31, 26

-1.69K

0.13%

Pointe Capital Management LLC

84.72K

Mar 31, 26

+24.57K

0.13%

CENTAURUS FINANCIAL, INC.

74.95K

Mar 31, 26

+911

0.11%

Independent Advisor Alliance

69.05K

Mar 31, 26

+69.05K

0.10%

Janney Montgomery Scott LLC

62.06K

Mar 31, 26

-4.78K

0.09%

NewEdge Advisors, LLC

58.31K

Mar 31, 26

-2.80K

0.09%

Cetera Investment Advisers

56.58K

Mar 31, 26

+90

0.08%

Garden State Investment Advisory Services LLC

52.95K

Mar 31, 26

+7.26K

0.08%

WCG Wealth Advisors LLC

51.14K

Mar 31, 26

+450

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

47.99K

Mar 31, 26

-727

0.07%

STIFEL FINANCIAL CORP

47.95K

Mar 31, 26

-3.34K

0.07%

HighTower Advisors, LLC

41.19K

Mar 31, 26

0.06%

ELCO Management Co., LLC

38.14K

Mar 31, 26

-3.55K

0.06%

Baird Financial Group, Inc.

35.10K

Mar 31, 26

+2.27K

0.05%

Portfolio Strategies, Inc.

31.96K

Mar 31, 26

-10.11K

0.05%

Sigma Planning Corp

31.62K

Mar 31, 26

+61

0.05%

Stratos Wealth Advisors, LLC

28.00K

Mar 31, 26

0.04%

Western Wealth Management, LLC

25.91K

Mar 31, 26

+1.37K

0.04%

Vestmark Advisory Solutions, Inc.

25.00K

Mar 31, 26

0.04%

Mount Yale Investment Advisors, LLC

25.00K

Mar 31, 26

0.04%

WESPAC Advisors, LLC

24.00K

Mar 31, 26

0.04%

Kovack Advisors, Inc.

22.39K

Mar 31, 26

+6.33K

0.03%

BOOTHBAY FUND MANAGEMENT, LLC

21.23K

Mar 31, 26

-47.23K

0.03%

Allworth Financial LP

20.12K

Mar 31, 26

0.03%

GWN SECURITIES INC.

19.91K

Mar 31, 26

0.03%

RPO LLC

19.44K

Mar 31, 26

-117.47K

0.03%

Founders Financial Alliance, LLC

19.12K

Mar 31, 26

+765

0.03%

Everstar Asset Management, LLC

16.95K

Mar 31, 26

-2.83K

0.03%

Semus Wealth Partners LLC

16.59K

Mar 31, 26

+158

0.02%

NWF Advisory Services Inc.

16.30K

Mar 31, 26

0.02%

Strategic Financial Concepts, LLC

16.10K

Mar 31, 26

+16.10K

0.02%

PRIMORIS WEALTH ADVISORS, LLC

16.08K

Mar 31, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

15.97K

Mar 31, 26

+15.97K

0.02%

Summit Financial, LLC

15.33K

Mar 31, 26

0.02%

WEALTH EFFECTS LLC

15.07K

Mar 31, 26

-75

0.02%

Ameritas Advisory Services, LLC

14.43K

Mar 31, 26

0.02%

XTX Topco Ltd

14.34K

Mar 31, 26

+14.34K

0.02%

PRINCIPAL SECURITIES, INC.

13.47K

Mar 31, 26

0.02%

Catalina Capital Group, LLC

13.30K

Mar 31, 26

+26

0.02%

HARBOUR INVESTMENTS, INC.

12.57K

Mar 31, 26

+6.00K

0.02%

MML INVESTORS SERVICES, LLC

12.36K

Mar 31, 26

0.02%

Insight Advisors, LLC/ PA

12.14K

Mar 31, 26

+273

0.02%

Gateway Wealth Partners, LLC

12.00K

Mar 31, 26

+12.00K

0.02%

Pensionmark Financial Group, LLC

11.44K

Mar 31, 26

+105

0.02%

Diversified Enterprises, LLC

11.42K

Mar 31, 26

+66

0.02%

Kestra Advisory Services, LLC

11.13K

Mar 31, 26

+129

0.02%

Gladstone Institutional Advisory LLC

11.09K

Mar 31, 26

0.02%

JANE STREET GROUP, LLC

10.72K

Mar 31, 26

-24.80K

0.02%

Waverly Advisors, LLC

10.01K

Mar 31, 26

-1.55K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.30K

Mar 31, 26

+2.00K

0.01%

MAI Capital Management

6.22K

Mar 31, 26

+2.88K

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.50K

Mar 31, 26

+1.80K

0.01%

Colonial Trust Co / SC

2.79K

Mar 31, 26

+2.79K

0.00%

Geneos Wealth Management Inc.

2.48K

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

2.08K

Mar 31, 26

+2.08K

0.00%

HOEY INVESTMENTS, INC

2.00K

Mar 31, 26

0.00%

Manchester Capital Management LLC

2.00K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

2.00K

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

1.53K

Mar 31, 26

-1.50K

0.00%

Smartleaf Asset Management LLC

1.25K

Mar 31, 26

0.00%

TD Capital Management LLC

1.02K

Mar 31, 26

0.00%

Parallel Advisors, LLC

230

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-134.06K

StoneX Group Inc.

Mar 31, 26

-10.78K

Almitas Capital LLC

Mar 31, 26

-20.66K

Cornerstone Advisors, LLC

Mar 31, 26

-762.33K

Luminist Capital LLC

Mar 31, 26

-697

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-10.61K

SageView Advisory Group, LLC

59.69K

Dec 31, 25

+1.69K

0.09%

COMERICA BANK

2.05K

Dec 31, 25

-1

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-11.51K

Atria Wealth Solutions, Inc.

16.35K

Jun 30, 25

+16.35K

0.02%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

9.70K

Jun 30, 25

+9.70K

0.01%

Sheaff Brock Investment Advisors, LLC

20.12K

Mar 31, 25

0.03%

Maxwell Wealth Strategies Inc.

215.20K

Dec 31, 24

-747

0.32%

Raymond James Financial Services Advisors, Inc.

848.07K

Sep 30, 24

+48.72K

1.26%

RAYMOND JAMES & ASSOCIATES

535.87K

Sep 30, 24

+13.92K

0.80%

Diversified, LLC

13.57K

Sep 30, 24

-1.51K

0.02%

RAYMOND JAMES TRUST N.A.

13.08K

Sep 30, 24

0.02%

Carmichael Hill & Associates, Inc.

1.00K

Sep 30, 24

+1.00K

0.00%

Flow State Investments, L.P.

Sep 30, 24

-60.24K

ICA Group Wealth Management, LLC

Jun 30, 24

-1.00K

Cetera Advisor Networks LLC

26.71K

Mar 31, 24

-4.93K

0.04%

Retirement Group, LLC

4.02K

Mar 31, 24

-3.63K

0.01%

Baystate Wealth Management LLC

503

Dec 31, 23

+503

0.00%

Ahrens Investment Partners LLC

1.00K

Mar 31, 23

+1.00K

0.00%

BOENNING & SCATTERGOOD, INC.

15.94K

Dec 31, 22

-373

0.02%

American Portfolios Advisors

3.60K

Sep 30, 22

-1.69K

0.01%

FourThought Financial, LLC

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-1.23K

NEXT Financial Group, Inc

8.28K

Dec 31, 21

-75

0.01%

Carroll Financial Associates, Inc.

Dec 31, 21

-2.77K

Ameritas Investment Company, LLC

18.80K

Sep 30, 21

0.03%

Hoover Financial Advisors, Inc.

2.68K

Jun 30, 21

+2.68K

0.00%

Winslow, Evans & Crocker, Inc.

600

Dec 31, 20

+475

0.00%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

92.50K

Sep 30, 20

+48.33K

0.14%

LADENBURG THALMANN FINANCIAL SERVICES INC.

275.63K

Dec 31, 19

+24.32K

0.41%

Advisor Group, Inc.

254.78K

Dec 31, 19

+18.62K

0.38%

Global X Management CO LLC

40.20K

Jun 30, 18

+2.13K

0.06%

XML SECURITIES, LLC

Mar 31, 18

-10.70K

IFC Holdings Incorporated/FL

11.50K

Dec 31, 17

0.02%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

-340

NATIONAL PLANNING CORP

Dec 31, 17

-26.50K

Commonwealth Equity Services, Inc

45.56K

Jun 30, 17

+1.44K

0.07%

RONALD BLUE & CO LLC

15.52K

Jun 30, 17

+374

0.02%

MSI Financial Services Inc

21.66K

Dec 31, 16

-997

0.03%

ANCORA FAMILY WEALTH ADVISORS, LLC

22.70K

Sep 30, 16

-500

0.03%

Boyle Capital Management, L.L.C.

Sep 30, 16

-43.30K

Investors Capital Advisory Services

135.62K

Jun 30, 16

+48.77K

0.20%

Gupta Wealth Management LLC

Mar 31, 16

-1.77K

Aris Wealth Services, Inc.

461.03K

Sep 30, 15

-8.86K

0.69%

Relative Value Partners, LLC

2.87M

Mar 31, 15

+346.60K

4.26%

BAIRD ROBERT W & CO INC /WI/

Mar 31, 15

-13.85K

UBS AG

3.06M

Sep 30, 14

+182.97K

4.54%

McAdams Wright Ragen, Inc.

54.15K

Sep 30, 14

+54.15K

0.08%

KMS FINANCIAL SERVICES, INC

12.11K

Jun 30, 14

-20.65K

0.02%

STIFEL NICOLAUS & CO INC \MO\

24.25K

Sep 30, 13

0.04%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-10.98K

First Allied Securities, Inc.

2.25K

Jun 30, 12

-986

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

44.29K

Jun 30, 10

-7.15K

0.07%