Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETV)

$14.25▼-0.09 (-0.63%)

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Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETV)

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$14.25▼-0.09 (-0.63%)

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ETV(ETV)

ETV

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 268 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.80M	Mar 31, 26	-8.21K	1.55%
LPL Financial LLC	1.72M	Mar 31, 26	-79.97K	1.47%
Invesco Ltd.	1.48M	Mar 31, 26	-34.28K	1.27%
GUGGENHEIM CAPITAL LLC	1.34M	Mar 31, 26	+29.99K	1.14%
RAYMOND JAMES FINANCIAL INC	1.15M	Mar 31, 26	+44.92K	0.99%
PARAGON FINANCIAL PARTNERS, INC.	994.11K	Mar 31, 26	+52.19K	0.85%
PRINCIPAL SECURITIES, INC.	615.74K	Mar 31, 26	-27.38K	0.53%
BALANCED WEALTH GROUP LLC	606.95K	Mar 31, 26	+34.97K	0.52%
UBS Group AG	525.84K	Mar 31, 26	+19.17K	0.45%
ENVESTNET ASSET MANAGEMENT INC	467.76K	Mar 31, 26	+165.12K	0.40%
AMERIPRISE FINANCIAL INC	452.78K	Mar 31, 26	+16.13K	0.39%
WELLS FARGO & COMPANY/MN	436.54K	Mar 31, 26	+365	0.37%
ROYAL BANK OF CANADA	430.54K	Mar 31, 26	-7.57K	0.37%
Steward Partners Investment Advisory, LLC	423.53K	Mar 31, 26	+87.54K	0.36%
MML INVESTORS SERVICES, LLC	399.18K	Mar 31, 26	-64.31K	0.34%
SIMS INVESTMENT MANAGEMENT, LLC	387.93K	Mar 31, 26	-982	0.33%
ADVISOR GROUP HOLDINGS, INC.	362.46K	Mar 31, 26	-101.50K	0.31%
Cetera Investment Advisers	340.07K	Mar 31, 26	+219.41K	0.29%
TRUIST FINANCIAL CORP	317.45K	Mar 31, 26	-728	0.27%
Kingstone Capital Partners Texas, LLC	307.50K	Mar 31, 26	+53.89K	0.26%
FRANKLIN RESOURCES INC	297.69K	Mar 31, 26	+3.97K	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	267.09K	Mar 31, 26	+15.05K	0.23%
Cambridge Investment Research Advisors, Inc.	259.37K	Mar 31, 26	+2.82K	0.22%
WOLVERINE ASSET MANAGEMENT LLC	255.67K	Mar 31, 26	-77.89K	0.22%
Advisors Asset Management, Inc.	247.88K	Mar 31, 26	+51.05K	0.21%
Colony Group, LLC	241.94K	Mar 31, 26	+206.90K	0.21%
SHARPEPOINT LLC	199.93K	Mar 31, 26	+16.59K	0.17%
Beacon Pointe Advisors, LLC	195.72K	Mar 31, 26	+6.56K	0.17%
Texas Capital Bank Wealth Management Services Inc	159.92K	Mar 31, 26	--	0.14%
PARK AVENUE SECURITIES LLC	144.25K	Mar 31, 26	+144.25K	0.12%
NAPLES GLOBAL ADVISORS, LLC	130.41K	Mar 31, 26	-6.95K	0.11%
Rockefeller Capital Management L.P.	127.70K	Mar 31, 26	+4.93K	0.11%
Outlook Wealth Advisors, LLC	119.97K	Mar 31, 26	+168	0.10%
IEQ CAPITAL, LLC	112.97K	Mar 31, 26	-18.11K	0.10%
Mutual Advisors, LLC	109.49K	Mar 31, 26	+131	0.09%
WEDBUSH SECURITIES INC	102.56K	Mar 31, 26	-9.72K	0.09%
COHEN & STEERS, INC.	100.93K	Mar 31, 26	+10.00K	0.09%
TWO SIGMA INVESTMENTS, LP	99.31K	Mar 31, 26	-6.21K	0.09%
Mariner, LLC	97.66K	Mar 31, 26	-24.54K	0.08%
Meridian Wealth Management, LLC	96.02K	Mar 31, 26	+7.53K	0.08%
1607 Capital Partners, LLC	94.31K	Mar 31, 26	--	0.08%
Cresset Asset Management, LLC	90.84K	Mar 31, 26	+1.88K	0.08%
Private Advisor Group, LLC	84.22K	Mar 31, 26	-267	0.07%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	81.63K	Mar 31, 26	+12.03K	0.07%
STIFEL FINANCIAL CORP	78.64K	Mar 31, 26	+2.19K	0.07%
Kestra Advisory Services, LLC	70.65K	Mar 31, 26	+4.79K	0.06%
Janney Montgomery Scott LLC	68.28K	Mar 31, 26	+2.17K	0.06%
OPPENHEIMER & CO INC	66.05K	Mar 31, 26	+450	0.06%
RMB Capital Management, LLC	65.00K	Mar 31, 26	-5.29K	0.06%
Prospera Financial Services Inc	60.67K	Mar 31, 26	+10.88K	0.05%
HighTower Advisors, LLC	59.21K	Mar 31, 26	-1.83K	0.05%
Focus Financial Network, Inc.	56.58K	Mar 31, 26	+716	0.05%
Creative Planning	47.94K	Mar 31, 26	+145	0.04%
Wealth Alliance Advisory Group, LLC	46.65K	Mar 31, 26	--	0.04%
WCG Wealth Advisors LLC	45.25K	Mar 31, 26	-124	0.04%
Gladstone Institutional Advisory LLC	44.12K	Mar 31, 26	+18.27K	0.04%
Calamos Advisors LLC	42.71K	Mar 31, 26	+42.71K	0.04%
Kovack Advisors, Inc.	42.45K	Mar 31, 26	-1.37K	0.04%
Steel Peak Wealth Management LLC	41.91K	Mar 31, 26	-147	0.04%
Summit Financial, LLC	39.30K	Mar 31, 26	-425	0.03%
COMMONS CAPITAL, LLC	38.33K	Mar 31, 26	+11.69K	0.03%
FIFTH THIRD BANCORP	37.07K	Mar 31, 26	+33.52K	0.03%
WEALTH EFFECTS LLC	36.62K	Mar 31, 26	+69	0.03%
Equitable Holdings, Inc.	35.01K	Mar 31, 26	-632	0.03%
STABLEFORD CAPITAL II LLC	34.88K	Mar 31, 26	-2.26K	0.03%
GAMCO INVESTORS, INC. ET AL	32.81K	Mar 31, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	31.45K	Mar 31, 26	+3.43K	0.03%
INTEGRATED CAPITAL MANAGEMENT, INC.	30.95K	Mar 31, 26	+30.95K	0.03%
Essex Financial Services, Inc.	30.93K	Mar 31, 26	+552	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	30.53K	Mar 31, 26	+170	0.03%
NBC SECURITIES, INC.	28.82K	Mar 31, 26	--	0.02%
American Institute for Advanced Investment Management, LLP	28.77K	Mar 31, 26	+1.10K	0.02%
HBK Sorce Advisory LLC	27.85K	Mar 31, 26	+1.10K	0.02%
CI Private Wealth, LLC	27.18K	Mar 31, 26	+5.66K	0.02%
Dynamic Advisor Solutions LLC	26.55K	Mar 31, 26	+1.83K	0.02%
Everstar Asset Management, LLC	24.96K	Mar 31, 26	-1.00K	0.02%
Triumph Capital Management	23.53K	Mar 31, 26	+4.14K	0.02%
SHIKIAR ASSET MANAGEMENT INC	23.07K	Mar 31, 26	--	0.02%
Belpointe Asset Management LLC	22.41K	Mar 31, 26	-1.27K	0.02%
Fortis Capital Advisors, LLC	22.41K	Mar 31, 26	-1.27K	0.02%
Shaker Financial Services, LLC	21.32K	Mar 31, 26	-202.33K	0.02%
D.A. DAVIDSON & CO.	20.41K	Mar 31, 26	-2.29K	0.02%
Westend Capital Management, LLC	18.77K	Mar 31, 26	-94	0.02%
Summit Investment Advisory Services, LLC	18.45K	Mar 31, 26	+383	0.02%
Stratos Wealth Partners, LTD.	18.12K	Mar 31, 26	-968	0.02%
Sanctuary Advisors, LLC	18.11K	Mar 31, 26	+526	0.02%
CARY STREET PARTNERS FINANCIAL LLC	17.85K	Mar 31, 26	-1.70K	0.02%
Stratos Wealth Advisors, LLC	17.75K	Mar 31, 26	--	0.02%
Baird Financial Group, Inc.	17.68K	Mar 31, 26	--	0.02%
SILVERLAKE WEALTH MANAGEMENT LLC	17.24K	Mar 31, 26	--	0.01%
Worth Asset Management, LLC	17.21K	Mar 31, 26	+3.47K	0.01%
Diversified Enterprises, LLC	16.63K	Mar 31, 26	+65	0.01%
Sequoia Financial Advisors, LLC	15.90K	Mar 31, 26	+15.90K	0.01%
TCFG WEALTH MANAGEMENT, LLC	15.59K	Mar 31, 26	-1.30K	0.01%
M.E. ALLISON & CO., INC.	14.70K	Mar 31, 26	+60	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	14.66K	Mar 31, 26	-184	0.01%
HB Wealth Management, LLC	14.60K	Mar 31, 26	--	0.01%
Cannon Advisors, Inc.	14.45K	Mar 31, 26	-2.68K	0.01%
AlphaStar Capital Management, LLC	14.31K	Mar 31, 26	--	0.01%
READYSTATE ASSET MANAGEMENT LP	14.08K	Mar 31, 26	-215.56K	0.01%
Jacobi Capital Management LLC	13.90K	Mar 31, 26	+149	0.01%
Stolper Co	13.65K	Mar 31, 26	+3.26K	0.01%
MCCARTER PRIVATE WEALTH SERVICES LLC	13.36K	Mar 31, 26	-10.66K	0.01%
Burford Brothers, Inc.	13.20K	Mar 31, 26	--	0.01%
Principle Wealth Partners LLC	12.80K	Mar 31, 26	--	0.01%
Integrated Wealth Concepts LLC	12.78K	Mar 31, 26	+12.78K	0.01%
Focused Wealth Management, Inc	12.54K	Mar 31, 26	+237	0.01%
B. Riley Wealth Advisors, Inc.	12.42K	Mar 31, 26	+167	0.01%
Investor's Fiduciary Advisor Network, LLC	12.21K	Mar 31, 26	+847	0.01%
Empower Advisory Group, LLC	11.97K	Mar 31, 26	-900	0.01%
J.W. COLE ADVISORS, INC.	11.88K	Mar 31, 26	-3.08K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	11.85K	Mar 31, 26	-2.55K	0.01%
PINNACLE ASSOCIATES LTD	11.22K	Mar 31, 26	--	0.01%
YCG, LLC	11.20K	Mar 31, 26	+11.20K	0.01%
Kapstone Financial Advisors LLC	11.19K	Mar 31, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	10.60K	Mar 31, 26	+565	0.01%
MGO ONE SEVEN LLC	10.44K	Mar 31, 26	-5.36K	0.01%
Cornerstone Wealth Management, LLC	10.36K	Mar 31, 26	+42	0.01%
Wealthcare Advisory Partners LLC	10.30K	Mar 31, 26	+23	0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC	10.21K	Mar 31, 26	--	0.01%
JANE STREET GROUP, LLC	10.16K	Mar 31, 26	-36.60K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.85K	Mar 31, 26	+25	0.01%
Allworth Financial LP	9.60K	Mar 31, 26	--	0.01%
Parallel Advisors, LLC	9.28K	Mar 31, 26	-963	0.01%
Kentucky Trust Co	8.25K	Mar 31, 26	--	0.01%
WHITTIER TRUST CO OF NEVADA INC	7.71K	Mar 31, 26	+7.71K	0.01%
Princeton Global Asset Management LLC	6.42K	Mar 31, 26	--	0.01%
Olistico Wealth, LLC	6.40K	Mar 31, 26	--	0.01%
Avion Wealth	6.16K	Mar 31, 26	--	0.01%
MONTAG A & ASSOCIATES INC	5.90K	Mar 31, 26	-1.00K	0.01%
BankPlus Trust Department	5.56K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	5.13K	Mar 31, 26	--	0.00%
IFP Advisors, Inc	4.91K	Mar 31, 26	+158	0.00%
Main Street Group, LTD	4.73K	Mar 31, 26	+4.73K	0.00%
Seneschal Advisors, LLC	4.71K	Mar 31, 26	--	0.00%
CWM, LLC	3.86K	Mar 31, 26	+3.00K	0.00%
BARRETT & COMPANY, INC.	3.60K	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	3.42K	Mar 31, 26	--	0.00%
US BANCORP \DE\	3.08K	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	2.78K	Mar 31, 26	--	0.00%
MAI Capital Management	2.58K	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	2.50K	Mar 31, 26	--	0.00%
Park Place Capital Corp	2.00K	Mar 31, 26	--	0.00%
BOKF, NA	1.82K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	1.80K	Mar 31, 26	+1.80K	0.00%
JONES FINANCIAL COMPANIES LLLP	1.63K	Mar 31, 26	+1.63K	0.00%
CoreCap Advisors, LLC	1.45K	Mar 31, 26	-1.00K	0.00%
DiNuzzo Private Wealth, Inc.	1.30K	Mar 31, 26	--	0.00%
Kilter Group LLC	935	Mar 31, 26	+935	0.00%
Farther Finance Advisors, LLC	770	Mar 31, 26	-52.56K	0.00%
JPMORGAN CHASE & CO	713	Mar 31, 26	+75	0.00%
Spire Wealth Management	517	Mar 31, 26	--	0.00%
Larson Financial Group LLC	500	Mar 31, 26	--	0.00%
Frazier Financial Advisors, LLC	351	Mar 31, 26	+7	0.00%
ASSETMARK, INC	336	Mar 31, 26	--	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	333	Mar 31, 26	--	0.00%
Bollard Group LLC	316	Mar 31, 26	+316	0.00%
Strategic Wealth Partners, Ltd.	300	Mar 31, 26	+213	0.00%
HAZLETT, BURT & WATSON, INC.	222	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	200	Mar 31, 26	+200	0.00%
ARMSTRONG ADVISORY GROUP, INC	200	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
IFG Advisory, LLC	--	Mar 31, 26	-27.96K	--
GAMMA Investing LLC	--	Mar 31, 26	-1.00K	--
Logan Stone Capital, LLC	--	Mar 31, 26	-72.44K	--
Marex Group plc	--	Mar 31, 26	-18.60K	--
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	--	Mar 31, 26	-1.68K	--
Summit Global Investments	--	Mar 31, 26	-10.43K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-10.18K	--
Cornerstone Advisors, LLC	--	Mar 31, 26	-60.21K	--
GRIMES & COMPANY, INC.	--	Mar 31, 26	-10.57K	--
HANTZ FINANCIAL SERVICES, INC.	--	Mar 31, 26	-788	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-17.96K	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-45	--
Turim 21 Investimentos Ltda.	--	Mar 31, 26	-650	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-55	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-39.06K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Mar 31, 26	-153.02K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-400	--
BANK OF AMERICA CORP /DE/	701.36K	Dec 31, 25	-95.78K	0.60%
NewEdge Advisors, LLC	67.32K	Dec 31, 25	-4.03K	0.06%
Western Wealth Management, LLC	33.23K	Dec 31, 25	+33.23K	0.03%
CIBC Private Wealth Group, LLC	17.16K	Dec 31, 25	--	0.01%
CENTAURUS FINANCIAL, INC.	15.68K	Dec 31, 25	+30	0.01%
Arkadios Wealth Advisors	10.26K	Dec 31, 25	-48.51K	0.01%
COMERICA BANK	5.61K	Dec 31, 25	-5.52K	0.00%
SOA Wealth Advisors, LLC.	1.25K	Dec 31, 25	--	0.00%
CoreFirst Bank & Trust	937	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-33.23K	--
Global Retirement Partners, LLC	--	Dec 31, 25	-2.84K	--
TEXAS CAPITAL BANCSHARES INC/TX	22.78K	Sep 30, 25	+22.78K	0.02%
Atria Wealth Solutions, Inc.	29.59K	Jun 30, 25	+18.59K	0.03%
AVANTAX ADVISORY SERVICES, INC.	14.43K	Jun 30, 25	+14.43K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	3.00K	Jun 30, 25	+3.00K	0.00%
Keeley-Teton Advisors, LLC	32.81K	Mar 31, 25	--	0.03%
CAROLINAS WEALTH CONSULTING LLC	5.81K	Mar 31, 25	-1	0.00%
Executive Wealth Management, LLC	32.09K	Dec 31, 24	+32.09K	0.03%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.36K	--
Raymond James Financial Services Advisors, Inc.	735.41K	Sep 30, 24	-1.28K	0.63%
RAYMOND JAMES & ASSOCIATES	333.68K	Sep 30, 24	-1.32K	0.29%
Diversified, LLC	16.90K	Sep 30, 24	-228	0.01%
Abbrea Capital, LLC	15.00K	Jun 30, 24	-1.88K	0.01%
ICA Group Wealth Management, LLC	10.27K	Jun 30, 24	-8.07K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.16K	Jun 30, 24	-5	0.00%
Cetera Advisor Networks LLC	52.27K	Mar 31, 24	+3.67K	0.04%
Cetera Advisors LLC	41.48K	Mar 31, 24	+28.29K	0.04%
Retirement Group, LLC	--	Mar 31, 24	-4.51K	--
FOCUS FINANCIAL NETWORK INC /ADV	43.64K	Dec 31, 23	+43.64K	0.04%
COLONY GROUP LLC	20.76K	Sep 30, 23	-610	0.02%
Column Capital Advisors, LLC	1.00K	Sep 30, 23	--	0.00%
V Wealth Advisors LLC	--	Sep 30, 23	-13.60K	--
Kistler-Tiffany Companies, LLC	30.93K	Jun 30, 23	+12	0.03%
Ahrens Investment Partners LLC	8.93K	Mar 31, 23	-1.50K	0.01%
Laurel Wealth Advisors, Inc.	29.22K	Dec 31, 22	-156	0.03%
Personal Capital Advisors Corp	12.47K	Dec 31, 22	-3.20K	0.01%
Sargent Bickham Lagudis LLC	787	Dec 31, 22	--	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	328.59K	Sep 30, 22	-20.41K	0.28%
EATON VANCE MANAGEMENT	18.73K	Sep 30, 22	-880	0.02%
American Portfolios Advisors	11.54K	Sep 30, 22	+191	0.01%
FourThought Financial, LLC	2.46K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-4.50K	--
NEXT Financial Group, Inc	2.39K	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	1.18K	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	20.09K	Sep 30, 21	+5.30K	0.02%
Ameritas Investment Company, LLC	16.24K	Sep 30, 21	+12.02K	0.01%
Sonora Investment Management, LLC	929	Sep 30, 21	--	0.00%
SECURITY NATIONAL TRUST CO	675	Sep 30, 21	--	0.00%
Legacy Wealth Partners, Inc.	22.65K	Jun 30, 21	-31	0.02%
GLENVIEW STATE BANK TRUST DEPT.	14.78K	Jun 30, 21	--	0.01%
Hoover Financial Advisors, Inc.	2.52K	Jun 30, 21	+2.52K	0.00%
Winslow, Evans & Crocker, Inc.	3.29K	Dec 31, 20	+325	0.00%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	23.64K	Sep 30, 20	-2.70K	0.02%
First Allied Advisory Services, Inc.	12.99K	Sep 30, 20	-248	0.01%
FIDUCIARY TRUST INTERNATIONAL LLC	313.09K	Jun 30, 20	+1.91K	0.27%
LADENBURG THALMANN FINANCIAL SERVICES INC.	347.10K	Dec 31, 19	-3.14K	0.30%
Advisor Group, Inc.	91.38K	Dec 31, 19	-57.53K	0.08%
BB&T SECURITIES, LLC	15.53K	Sep 30, 19	-1.49K	0.01%
SUNTRUST BANKS INC	14.55K	Sep 30, 19	-4.01K	0.01%
Shamrock Asset Management LLC	4.00K	Sep 30, 19	--	0.00%
NEXT Financial Holdings	1.00K	Mar 31, 19	+1.00K	0.00%
Global X Management CO LLC	24.73K	Jun 30, 18	+1.30K	0.02%
Allegis Investment Advisors, LLC	10.09K	Mar 31, 18	--	0.01%
IFC Holdings Incorporated/FL	30.20K	Dec 31, 17	+330	0.03%
Yellowstone Partners, LLC	10.50K	Dec 31, 17	+100	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-23.97K	--
Jacobus Wealth Management, Inc.	197.95K	Sep 30, 17	-30.93K	0.17%
Commonwealth Equity Services, Inc	114.79K	Jun 30, 17	+6.64K	0.10%
MSI Financial Services Inc	82.24K	Dec 31, 16	-15.44K	0.07%
KEELEY ASSET MANAGEMENT CORP	24.37K	Dec 31, 16	+450	0.02%
Investors Capital Advisory Services	10.56K	Jun 30, 16	+168	0.01%
VSR Financial Services, Inc.	--	Jun 30, 16	-30.62K	--
Carnick & Kubik, LLC	300	Mar 31, 16	+300	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-20	--
COHEN & STEERS CAPITAL MANAGEMENT INC	1.13M	Mar 31, 15	+1.13M	0.97%
BAIRD ROBERT W & CO INC /WI/	13.68K	Mar 31, 15	-55.21K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	3.95K	Dec 31, 14	-817	0.00%
UBS AG	1.18M	Sep 30, 14	+223.48K	1.01%
1919 Investment Counsel, LLC	--	Sep 30, 14	-350	--
OTA LLC	31.24K	Jun 30, 14	+31.24K	0.03%
Strategic Capital Group LLC	15.00K	Jun 30, 14	-1.80K	0.01%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-16.20K	--
US GLOBAL INVESTORS FUNDS	4.03K	Dec 31, 13	+4.03K	0.00%
Jane Street Holding, LLC	--	Dec 31, 13	-22.15K	--
STIFEL NICOLAUS & CO INC \MO\	16.38K	Sep 30, 13	+16.38K	0.01%
First Allied Securities, Inc.	48.58K	Jun 30, 12	+8.50K	0.04%
MERRIMAN, LLC	--	Sep 30, 11	-49.51K	--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.64M	Jun 30, 10	+187.10K	1.40%
RBC Dominion Securities Inc.	1.25K	Dec 31, 08	+1.25K	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.80M

Mar 31, 26

-8.21K

1.55%

LPL Financial LLC

1.72M

Mar 31, 26

-79.97K

1.47%

Invesco Ltd.

1.48M

Mar 31, 26

-34.28K

1.27%

GUGGENHEIM CAPITAL LLC

1.34M

Mar 31, 26

+29.99K

1.14%

RAYMOND JAMES FINANCIAL INC

1.15M

Mar 31, 26

+44.92K

0.99%

PARAGON FINANCIAL PARTNERS, INC.

994.11K

Mar 31, 26

+52.19K

0.85%

PRINCIPAL SECURITIES, INC.

615.74K

Mar 31, 26

-27.38K

0.53%

BALANCED WEALTH GROUP LLC

606.95K

Mar 31, 26

+34.97K

0.52%

UBS Group AG

525.84K

Mar 31, 26

+19.17K

0.45%

ENVESTNET ASSET MANAGEMENT INC

467.76K

Mar 31, 26

+165.12K

0.40%

AMERIPRISE FINANCIAL INC

452.78K

Mar 31, 26

+16.13K

0.39%

WELLS FARGO & COMPANY/MN

436.54K

Mar 31, 26

+365

0.37%

ROYAL BANK OF CANADA

430.54K

Mar 31, 26

-7.57K

0.37%

Steward Partners Investment Advisory, LLC

423.53K

Mar 31, 26

+87.54K

0.36%

MML INVESTORS SERVICES, LLC

399.18K

Mar 31, 26

-64.31K

0.34%

SIMS INVESTMENT MANAGEMENT, LLC

387.93K

Mar 31, 26

-982

0.33%

ADVISOR GROUP HOLDINGS, INC.

362.46K

Mar 31, 26

-101.50K

0.31%

Cetera Investment Advisers

340.07K

Mar 31, 26

+219.41K

0.29%

TRUIST FINANCIAL CORP

317.45K

Mar 31, 26

-728

0.27%

Kingstone Capital Partners Texas, LLC

307.50K

Mar 31, 26

+53.89K

0.26%

FRANKLIN RESOURCES INC

297.69K

Mar 31, 26

+3.97K

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

267.09K

Mar 31, 26

+15.05K

0.23%

Cambridge Investment Research Advisors, Inc.

259.37K

Mar 31, 26

+2.82K

0.22%

WOLVERINE ASSET MANAGEMENT LLC

255.67K

Mar 31, 26

-77.89K

0.22%

Advisors Asset Management, Inc.

247.88K

Mar 31, 26

+51.05K

0.21%

Colony Group, LLC

241.94K

Mar 31, 26

+206.90K

0.21%

SHARPEPOINT LLC

199.93K

Mar 31, 26

+16.59K

0.17%

Beacon Pointe Advisors, LLC

195.72K

Mar 31, 26

+6.56K

0.17%

Texas Capital Bank Wealth Management Services Inc

159.92K

Mar 31, 26

0.14%

PARK AVENUE SECURITIES LLC

144.25K

Mar 31, 26

+144.25K

0.12%

NAPLES GLOBAL ADVISORS, LLC

130.41K

Mar 31, 26

-6.95K

0.11%

Rockefeller Capital Management L.P.

127.70K

Mar 31, 26

+4.93K

0.11%

Outlook Wealth Advisors, LLC

119.97K

Mar 31, 26

+168

0.10%

IEQ CAPITAL, LLC

112.97K

Mar 31, 26

-18.11K

0.10%

Mutual Advisors, LLC

109.49K

Mar 31, 26

+131

0.09%

WEDBUSH SECURITIES INC

102.56K

Mar 31, 26

-9.72K

0.09%

COHEN & STEERS, INC.

100.93K

Mar 31, 26

+10.00K

0.09%

TWO SIGMA INVESTMENTS, LP

99.31K

Mar 31, 26

-6.21K

0.09%

Mariner, LLC

97.66K

Mar 31, 26

-24.54K

0.08%

Meridian Wealth Management, LLC

96.02K

Mar 31, 26

+7.53K

0.08%

1607 Capital Partners, LLC

94.31K

Mar 31, 26

0.08%

Cresset Asset Management, LLC

90.84K

Mar 31, 26

+1.88K

0.08%

Private Advisor Group, LLC

84.22K

Mar 31, 26

-267

0.07%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

81.63K

Mar 31, 26

+12.03K

0.07%

STIFEL FINANCIAL CORP

78.64K

Mar 31, 26

+2.19K

0.07%

Kestra Advisory Services, LLC

70.65K

Mar 31, 26

+4.79K

0.06%

Janney Montgomery Scott LLC

68.28K

Mar 31, 26

+2.17K

0.06%

OPPENHEIMER & CO INC

66.05K

Mar 31, 26

+450

0.06%

RMB Capital Management, LLC

65.00K

Mar 31, 26

-5.29K

0.06%

Prospera Financial Services Inc

60.67K

Mar 31, 26

+10.88K

0.05%

HighTower Advisors, LLC

59.21K

Mar 31, 26

-1.83K

0.05%

Focus Financial Network, Inc.

56.58K

Mar 31, 26

+716

0.05%

Creative Planning

47.94K

Mar 31, 26

+145

0.04%

Wealth Alliance Advisory Group, LLC

46.65K

Mar 31, 26

0.04%

WCG Wealth Advisors LLC

45.25K

Mar 31, 26

-124

0.04%

Gladstone Institutional Advisory LLC

44.12K

Mar 31, 26

+18.27K

0.04%

Calamos Advisors LLC

42.71K

Mar 31, 26

+42.71K

0.04%

Kovack Advisors, Inc.

42.45K

Mar 31, 26

-1.37K

0.04%

Steel Peak Wealth Management LLC

41.91K

Mar 31, 26

-147

0.04%

Summit Financial, LLC

39.30K

Mar 31, 26

-425

0.03%

COMMONS CAPITAL, LLC

38.33K

Mar 31, 26

+11.69K

0.03%

FIFTH THIRD BANCORP

37.07K

Mar 31, 26

+33.52K

0.03%

WEALTH EFFECTS LLC

36.62K

Mar 31, 26

+69

0.03%

Equitable Holdings, Inc.

35.01K

Mar 31, 26

-632

0.03%

STABLEFORD CAPITAL II LLC

34.88K

Mar 31, 26

-2.26K

0.03%

GAMCO INVESTORS, INC. ET AL

32.81K

Mar 31, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

31.45K

Mar 31, 26

+3.43K

0.03%

INTEGRATED CAPITAL MANAGEMENT, INC.

30.95K

Mar 31, 26

+30.95K

0.03%

Essex Financial Services, Inc.

30.93K

Mar 31, 26

+552

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

30.53K

Mar 31, 26

+170

0.03%

NBC SECURITIES, INC.

28.82K

Mar 31, 26

0.02%

American Institute for Advanced Investment Management, LLP

28.77K

Mar 31, 26

+1.10K

0.02%

HBK Sorce Advisory LLC

27.85K

Mar 31, 26

+1.10K

0.02%

CI Private Wealth, LLC

27.18K

Mar 31, 26

+5.66K

0.02%

Dynamic Advisor Solutions LLC

26.55K

Mar 31, 26

+1.83K

0.02%

Everstar Asset Management, LLC

24.96K

Mar 31, 26

-1.00K

0.02%

Triumph Capital Management

23.53K

Mar 31, 26

+4.14K

0.02%

SHIKIAR ASSET MANAGEMENT INC

23.07K

Mar 31, 26

0.02%

Belpointe Asset Management LLC

22.41K

Mar 31, 26

-1.27K

0.02%

Fortis Capital Advisors, LLC

22.41K

Mar 31, 26

-1.27K

0.02%

Shaker Financial Services, LLC

21.32K

Mar 31, 26

-202.33K

0.02%

D.A. DAVIDSON & CO.

20.41K

Mar 31, 26

-2.29K

0.02%

Westend Capital Management, LLC

18.77K

Mar 31, 26

-94

0.02%

Summit Investment Advisory Services, LLC

18.45K

Mar 31, 26

+383

0.02%

Stratos Wealth Partners, LTD.

18.12K

Mar 31, 26

-968

0.02%

Sanctuary Advisors, LLC

18.11K

Mar 31, 26

+526

0.02%

CARY STREET PARTNERS FINANCIAL LLC

17.85K

Mar 31, 26

-1.70K

0.02%

Stratos Wealth Advisors, LLC

17.75K

Mar 31, 26

0.02%

Baird Financial Group, Inc.

17.68K

Mar 31, 26

0.02%

SILVERLAKE WEALTH MANAGEMENT LLC

17.24K

Mar 31, 26

0.01%

Worth Asset Management, LLC

17.21K

Mar 31, 26

+3.47K

0.01%

Diversified Enterprises, LLC

16.63K

Mar 31, 26

+65

0.01%

Sequoia Financial Advisors, LLC

15.90K

Mar 31, 26

+15.90K

0.01%

TCFG WEALTH MANAGEMENT, LLC

15.59K

Mar 31, 26

-1.30K

0.01%

M.E. ALLISON & CO., INC.

14.70K

Mar 31, 26

+60

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

14.66K

Mar 31, 26

-184

0.01%

HB Wealth Management, LLC

14.60K

Mar 31, 26

0.01%

Cannon Advisors, Inc.

14.45K

Mar 31, 26

-2.68K

0.01%

AlphaStar Capital Management, LLC

14.31K

Mar 31, 26

0.01%

READYSTATE ASSET MANAGEMENT LP

14.08K

Mar 31, 26

-215.56K

0.01%

Jacobi Capital Management LLC

13.90K

Mar 31, 26

+149

0.01%

Stolper Co

13.65K

Mar 31, 26

+3.26K

0.01%

MCCARTER PRIVATE WEALTH SERVICES LLC

13.36K

Mar 31, 26

-10.66K

0.01%

Burford Brothers, Inc.

13.20K

Mar 31, 26

0.01%

Principle Wealth Partners LLC

12.80K

Mar 31, 26

0.01%

Integrated Wealth Concepts LLC

12.78K

Mar 31, 26

+12.78K

0.01%

Focused Wealth Management, Inc

12.54K

Mar 31, 26

+237

0.01%

B. Riley Wealth Advisors, Inc.

12.42K

Mar 31, 26

+167

0.01%

Investor's Fiduciary Advisor Network, LLC

12.21K

Mar 31, 26

+847

0.01%

Empower Advisory Group, LLC

11.97K

Mar 31, 26

-900

0.01%

J.W. COLE ADVISORS, INC.

11.88K

Mar 31, 26

-3.08K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

11.85K

Mar 31, 26

-2.55K

0.01%

PINNACLE ASSOCIATES LTD

11.22K

Mar 31, 26

0.01%

YCG, LLC

11.20K

Mar 31, 26

+11.20K

0.01%

Kapstone Financial Advisors LLC

11.19K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

10.60K

Mar 31, 26

+565

0.01%

MGO ONE SEVEN LLC

10.44K

Mar 31, 26

-5.36K

0.01%

Cornerstone Wealth Management, LLC

10.36K

Mar 31, 26

+42

0.01%

Wealthcare Advisory Partners LLC

10.30K

Mar 31, 26

+23

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

10.21K

Mar 31, 26

0.01%

JANE STREET GROUP, LLC

10.16K

Mar 31, 26

-36.60K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

9.85K

Mar 31, 26

+25

0.01%

Allworth Financial LP

9.60K

Mar 31, 26

0.01%

Parallel Advisors, LLC

9.28K

Mar 31, 26

-963

0.01%

Kentucky Trust Co

8.25K

Mar 31, 26

0.01%

WHITTIER TRUST CO OF NEVADA INC

7.71K

Mar 31, 26

+7.71K

0.01%

Princeton Global Asset Management LLC

6.42K

Mar 31, 26

0.01%

Olistico Wealth, LLC

6.40K

Mar 31, 26

0.01%

Avion Wealth

6.16K

Mar 31, 26

0.01%

MONTAG A & ASSOCIATES INC

5.90K

Mar 31, 26

-1.00K

0.01%

BankPlus Trust Department

5.56K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

5.13K

Mar 31, 26

0.00%

IFP Advisors, Inc

4.91K

Mar 31, 26

+158

0.00%

Main Street Group, LTD

4.73K

Mar 31, 26

+4.73K

0.00%

Seneschal Advisors, LLC

4.71K

Mar 31, 26

0.00%

CWM, LLC

3.86K

Mar 31, 26

+3.00K

0.00%

BARRETT & COMPANY, INC.

3.60K

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

3.42K

Mar 31, 26

0.00%

US BANCORP \DE\

3.08K

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

2.78K

Mar 31, 26

0.00%

MAI Capital Management

2.58K

Mar 31, 26

0.00%

CENTRAL TRUST Co

2.50K

Mar 31, 26

0.00%

Park Place Capital Corp

2.00K

Mar 31, 26

0.00%

BOKF, NA

1.82K

Mar 31, 26

0.00%

Advisory Services Network, LLC

1.80K

Mar 31, 26

+1.80K

0.00%

JONES FINANCIAL COMPANIES LLLP

1.63K

Mar 31, 26

+1.63K

0.00%

CoreCap Advisors, LLC

1.45K

Mar 31, 26

-1.00K

0.00%

DiNuzzo Private Wealth, Inc.

1.30K

Mar 31, 26

0.00%

Kilter Group LLC

935

Mar 31, 26

+935

0.00%

Farther Finance Advisors, LLC

770

Mar 31, 26

-52.56K

0.00%

JPMORGAN CHASE & CO

713

Mar 31, 26

+75

0.00%

Spire Wealth Management

517

Mar 31, 26

0.00%

Larson Financial Group LLC

500

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

351

Mar 31, 26

0.00%

ASSETMARK, INC

336

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

333

Mar 31, 26

0.00%

Bollard Group LLC

316

Mar 31, 26

+316

0.00%

Strategic Wealth Partners, Ltd.

300

Mar 31, 26

+213

0.00%

HAZLETT, BURT & WATSON, INC.

222

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

200

Mar 31, 26

+200

0.00%

ARMSTRONG ADVISORY GROUP, INC

200

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

IFG Advisory, LLC

Mar 31, 26

-27.96K

GAMMA Investing LLC

Mar 31, 26

-1.00K

Logan Stone Capital, LLC

Mar 31, 26

-72.44K

Marex Group plc

Mar 31, 26

-18.60K

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Mar 31, 26

-1.68K

Summit Global Investments

Mar 31, 26

-10.43K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-10.18K

Cornerstone Advisors, LLC

Mar 31, 26

-60.21K

GRIMES & COMPANY, INC.

Mar 31, 26

-10.57K

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-788

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-17.96K

Ronald Blue Trust, Inc.

Mar 31, 26

-45

Turim 21 Investimentos Ltda.

Mar 31, 26

-650

Tower Research Capital LLC (TRC)

Mar 31, 26

-55

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-39.06K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Mar 31, 26

-153.02K

Laurel Wealth Advisors LLC

Mar 31, 26

-400

BANK OF AMERICA CORP /DE/

701.36K

Dec 31, 25

-95.78K

0.60%

NewEdge Advisors, LLC

67.32K

Dec 31, 25

-4.03K

0.06%

Western Wealth Management, LLC

33.23K

Dec 31, 25

+33.23K

0.03%

CIBC Private Wealth Group, LLC

17.16K

Dec 31, 25

0.01%

CENTAURUS FINANCIAL, INC.

15.68K

Dec 31, 25

+30

0.01%

Arkadios Wealth Advisors

10.26K

Dec 31, 25

-48.51K

0.01%

COMERICA BANK

5.61K

Dec 31, 25

-5.52K

0.00%

SOA Wealth Advisors, LLC.

1.25K

Dec 31, 25

0.00%

CoreFirst Bank & Trust

937

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-33.23K

Global Retirement Partners, LLC

Dec 31, 25

-2.84K

TEXAS CAPITAL BANCSHARES INC/TX

22.78K

Sep 30, 25

+22.78K

0.02%

Atria Wealth Solutions, Inc.

29.59K

Jun 30, 25

+18.59K

0.03%

AVANTAX ADVISORY SERVICES, INC.

14.43K

Jun 30, 25

+14.43K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

3.00K

Jun 30, 25

+3.00K

0.00%

Keeley-Teton Advisors, LLC

32.81K

Mar 31, 25

0.03%

CAROLINAS WEALTH CONSULTING LLC

5.81K

Mar 31, 25

-1

0.00%

Executive Wealth Management, LLC

32.09K

Dec 31, 24

+32.09K

0.03%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.36K

Raymond James Financial Services Advisors, Inc.

735.41K

Sep 30, 24

-1.28K

0.63%

RAYMOND JAMES & ASSOCIATES

333.68K

Sep 30, 24

-1.32K

0.29%

Diversified, LLC

16.90K

Sep 30, 24

-228

0.01%

Abbrea Capital, LLC

15.00K

Jun 30, 24

-1.88K

0.01%

ICA Group Wealth Management, LLC

10.27K

Jun 30, 24

-8.07K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.16K

Jun 30, 24

-5

0.00%

Cetera Advisor Networks LLC

52.27K

Mar 31, 24

+3.67K

0.04%

Cetera Advisors LLC

41.48K

Mar 31, 24

+28.29K

0.04%

Retirement Group, LLC

Mar 31, 24

-4.51K

FOCUS FINANCIAL NETWORK INC /ADV

43.64K

Dec 31, 23

+43.64K

0.04%

COLONY GROUP LLC

20.76K

Sep 30, 23

-610

0.02%

Column Capital Advisors, LLC

1.00K

Sep 30, 23

0.00%

V Wealth Advisors LLC

Sep 30, 23

-13.60K

Kistler-Tiffany Companies, LLC

30.93K

Jun 30, 23

+12

0.03%

Ahrens Investment Partners LLC

8.93K

Mar 31, 23

-1.50K

0.01%

Laurel Wealth Advisors, Inc.

29.22K

Dec 31, 22

-156

0.03%

Personal Capital Advisors Corp

12.47K

Dec 31, 22

-3.20K

0.01%

Sargent Bickham Lagudis LLC

787

Dec 31, 22

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

328.59K

Sep 30, 22

-20.41K

0.28%

EATON VANCE MANAGEMENT

18.73K

Sep 30, 22

-880

0.02%

American Portfolios Advisors

11.54K

Sep 30, 22

+191

0.01%

FourThought Financial, LLC

2.46K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-4.50K

NEXT Financial Group, Inc

2.39K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

1.18K

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

20.09K

Sep 30, 21

+5.30K

0.02%

Ameritas Investment Company, LLC

16.24K

Sep 30, 21

+12.02K

0.01%

Sonora Investment Management, LLC

929

Sep 30, 21

0.00%

SECURITY NATIONAL TRUST CO

675

Sep 30, 21

0.00%

Legacy Wealth Partners, Inc.

22.65K

Jun 30, 21

-31

0.02%

GLENVIEW STATE BANK TRUST DEPT.

14.78K

Jun 30, 21

0.01%

Hoover Financial Advisors, Inc.

2.52K

Jun 30, 21

+2.52K

0.00%

Winslow, Evans & Crocker, Inc.

3.29K

Dec 31, 20

+325

0.00%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

23.64K

Sep 30, 20

-2.70K

0.02%

First Allied Advisory Services, Inc.

12.99K

Sep 30, 20

-248

0.01%

FIDUCIARY TRUST INTERNATIONAL LLC

313.09K

Jun 30, 20

+1.91K

0.27%

LADENBURG THALMANN FINANCIAL SERVICES INC.

347.10K

Dec 31, 19

-3.14K

0.30%

Advisor Group, Inc.

91.38K

Dec 31, 19

-57.53K

0.08%

BB&T SECURITIES, LLC

15.53K

Sep 30, 19

-1.49K

0.01%

SUNTRUST BANKS INC

14.55K

Sep 30, 19

-4.01K

0.01%

Shamrock Asset Management LLC

4.00K

Sep 30, 19

0.00%

NEXT Financial Holdings

1.00K

Mar 31, 19

+1.00K

0.00%

Global X Management CO LLC

24.73K

Jun 30, 18

+1.30K

0.02%

Allegis Investment Advisors, LLC

10.09K

Mar 31, 18

0.01%

IFC Holdings Incorporated/FL

30.20K

Dec 31, 17

+330

0.03%

Yellowstone Partners, LLC

10.50K

Dec 31, 17

+100

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-23.97K

Jacobus Wealth Management, Inc.

197.95K

Sep 30, 17

-30.93K

0.17%

Commonwealth Equity Services, Inc

114.79K

Jun 30, 17

+6.64K

0.10%

MSI Financial Services Inc

82.24K

Dec 31, 16

-15.44K

0.07%

KEELEY ASSET MANAGEMENT CORP

24.37K

Dec 31, 16

+450

0.02%

Investors Capital Advisory Services

10.56K

Jun 30, 16

+168

0.01%

VSR Financial Services, Inc.

Jun 30, 16

-30.62K

Carnick & Kubik, LLC

300

Mar 31, 16

+300

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-20

COHEN & STEERS CAPITAL MANAGEMENT INC

1.13M

Mar 31, 15

+1.13M

0.97%

BAIRD ROBERT W & CO INC /WI/

13.68K

Mar 31, 15

-55.21K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

3.95K

Dec 31, 14

-817

0.00%

UBS AG

1.18M

Sep 30, 14

+223.48K

1.01%

1919 Investment Counsel, LLC

Sep 30, 14

-350

OTA LLC

31.24K

Jun 30, 14

+31.24K

0.03%

Strategic Capital Group LLC

15.00K

Jun 30, 14

-1.80K

0.01%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-16.20K

US GLOBAL INVESTORS FUNDS

4.03K

Dec 31, 13

+4.03K

0.00%

Jane Street Holding, LLC

Dec 31, 13

-22.15K

STIFEL NICOLAUS & CO INC \MO\

16.38K

Sep 30, 13

+16.38K

0.01%

First Allied Securities, Inc.

48.58K

Jun 30, 12

+8.50K

0.04%

MERRIMAN, LLC

Sep 30, 11

-49.51K

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.64M

Jun 30, 10

+187.10K

1.40%

RBC Dominion Securities Inc.

1.25K

Dec 31, 08

+1.25K

0.00%