Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETW)

$9.17▼-0.30 (-3.17%)

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Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETW)

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$9.17▼-0.30 (-3.17%)

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ETW(ETW)

ETW

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

Institutional Ownership

Top 264 Institutional Holders

Holder	Shares	Date	Change	% Held
GUGGENHEIM CAPITAL LLC	2.27M	Mar 31, 26	-23.82K	2.09%
1607 Capital Partners, LLC	2.09M	Mar 31, 26	+641.82K	1.93%
MORGAN STANLEY	1.98M	Mar 31, 26	+42.94K	1.82%
RAYMOND JAMES FINANCIAL INC	1.70M	Mar 31, 26	+104.91K	1.57%
Karpus Management, Inc.	1.63M	Mar 31, 26	-9.61K	1.50%
Invesco Ltd.	1.60M	Mar 31, 26	+12.60K	1.48%
ROYAL BANK OF CANADA	972.89K	Mar 31, 26	+22.16K	0.90%
Advisors Asset Management, Inc.	850.69K	Mar 31, 26	+76.57K	0.78%
LPL Financial LLC	827.44K	Mar 31, 26	+38.08K	0.76%
Pathstone Holdings, LLC	567.86K	Mar 31, 26	+40.29K	0.52%
Cresset Asset Management, LLC	534.15K	Mar 31, 26	-3.36K	0.49%
UBS Group AG	484.23K	Mar 31, 26	+5.94K	0.45%
RiverTree Advisors, LLC	445.50K	Mar 31, 26	+32.91K	0.41%
ADVISOR GROUP HOLDINGS, INC.	426.27K	Mar 31, 26	+18.38K	0.39%
AMERIPRISE FINANCIAL INC	420.34K	Mar 31, 26	-45.14K	0.39%
Rockefeller Capital Management L.P.	315.77K	Mar 31, 26	+24.48K	0.29%
WOLVERINE ASSET MANAGEMENT LLC	312.62K	Mar 31, 26	+53.32K	0.29%
WELLS FARGO & COMPANY/MN	311.78K	Mar 31, 26	+18.04K	0.29%
ENVESTNET ASSET MANAGEMENT INC	268.18K	Mar 31, 26	+7.84K	0.25%
FRANKLIN RESOURCES INC	265.30K	Mar 31, 26	+4.45K	0.24%
ROMAN BUTLER FULLERTON & CO	214.89K	Mar 31, 26	+1.99K	0.20%
PARK AVENUE SECURITIES LLC	207.66K	Mar 31, 26	+7.31K	0.19%
Shaker Financial Services, LLC	197.22K	Mar 31, 26	-40.11K	0.18%
Cambridge Investment Research Advisors, Inc.	180.80K	Mar 31, 26	-85	0.17%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	159.36K	Mar 31, 26	+1.04K	0.15%
FRANKLIN STREET ADVISORS INC /NC	150.33K	Mar 31, 26	--	0.14%
Logan Stone Capital, LLC	142.28K	Mar 31, 26	+61.81K	0.13%
STIFEL FINANCIAL CORP	138.86K	Mar 31, 26	+11.98K	0.13%
Cetera Investment Advisers	136.35K	Mar 31, 26	-13.94K	0.13%
Calamos Advisors LLC	134.06K	Mar 31, 26	+15.96K	0.12%
Private Advisor Group, LLC	115.66K	Mar 31, 26	+99	0.11%
Cohen Klingenstein LLC	114.69K	Mar 31, 26	--	0.11%
COHEN & STEERS, INC.	105.00K	Mar 31, 26	+105.00K	0.10%
Kestra Advisory Services, LLC	104.36K	Mar 31, 26	+59.63K	0.10%
Steward Partners Investment Advisory, LLC	103.73K	Mar 31, 26	-800	0.10%
D.A. DAVIDSON & CO.	87.67K	Mar 31, 26	+4.84K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	84.63K	Mar 31, 26	+5.35K	0.08%
TWO SIGMA INVESTMENTS, LP	80.95K	Mar 31, 26	-65.87K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	70.99K	Mar 31, 26	-14.99K	0.07%
WCG Wealth Advisors LLC	70.18K	Mar 31, 26	--	0.06%
one8zero8, LLC	69.90K	Mar 31, 26	--	0.06%
HighTower Advisors, LLC	66.89K	Mar 31, 26	+11.22K	0.06%
MILLENNIUM MANAGEMENT LLC	66.36K	Mar 31, 26	+66.36K	0.06%
JANE STREET GROUP, LLC	62.62K	Mar 31, 26	-55.45K	0.06%
Allworth Financial LP	60.45K	Mar 31, 26	-350	0.06%
Kovack Advisors, Inc.	59.53K	Mar 31, 26	+4.46K	0.05%
HARBOUR INVESTMENTS, INC.	59.30K	Mar 31, 26	+40.03K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	56.59K	Mar 31, 26	--	0.05%
Alteri Wealth LLC	55.88K	Mar 31, 26	--	0.05%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	55.88K	Mar 31, 26	+20.48K	0.05%
Atomi Financial Group, Inc.	53.49K	Mar 31, 26	--	0.05%
Joseph P. Lucia & Associates, LLC	53.18K	Mar 31, 26	+388	0.05%
Centurion Wealth Management LLC	52.04K	Mar 31, 26	--	0.05%
YOUNGS ADVISORY GROUP, INC.	50.60K	Mar 31, 26	--	0.05%
Dakota Wealth Management	50.03K	Mar 31, 26	--	0.05%
OPPENHEIMER & CO INC	49.66K	Mar 31, 26	-598	0.05%
INTEGRATED CAPITAL MANAGEMENT, INC.	46.97K	Mar 31, 26	+871	0.04%
B. Riley Wealth Advisors, Inc.	45.87K	Mar 31, 26	-762	0.04%
Avory & Company, LLC	45.68K	Mar 31, 26	--	0.04%
Camelot Portfolios, LLC	45.40K	Mar 31, 26	--	0.04%
SHIKIAR ASSET MANAGEMENT INC	45.10K	Mar 31, 26	--	0.04%
Creative Planning	41.93K	Mar 31, 26	+3.21K	0.04%
HighPoint Advisor Group LLC	41.37K	Mar 31, 26	-100	0.04%
MERCER GLOBAL ADVISORS INC /ADV	41.05K	Mar 31, 26	-33.15K	0.04%
CITIGROUP INC	38.72K	Mar 31, 26	+1.05K	0.04%
MML INVESTORS SERVICES, LLC	35.00K	Mar 31, 26	-5.28K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	32.61K	Mar 31, 26	+285	0.03%
David J Yvars Group	31.03K	Mar 31, 26	+617	0.03%
GAMCO INVESTORS, INC. ET AL	30.96K	Mar 31, 26	--	0.03%
Arlington Capital Management, Inc.	30.85K	Mar 31, 26	+30.85K	0.03%
CreativeOne Wealth, LLC	30.78K	Mar 31, 26	--	0.03%
Claro Advisors LLC	30.47K	Mar 31, 26	-790	0.03%
Stratos Wealth Partners, LTD.	29.93K	Mar 31, 26	-9.50K	0.03%
COMMERCE BANK	29.61K	Mar 31, 26	+11.49K	0.03%
Jacobi Capital Management LLC	28.84K	Mar 31, 26	+493	0.03%
ROTHSCHILD INVESTMENT LLC	27.88K	Mar 31, 26	+1.00K	0.03%
Mariner, LLC	27.06K	Mar 31, 26	-193	0.02%
Summit Financial, LLC	26.96K	Mar 31, 26	-476	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	26.25K	Mar 31, 26	+3.69K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	26.19K	Mar 31, 26	+158	0.02%
Janney Montgomery Scott LLC	24.13K	Mar 31, 26	+775	0.02%
Annex Advisory Services, LLC	24.00K	Mar 31, 26	--	0.02%
Stratos Wealth Advisors, LLC	23.00K	Mar 31, 26	--	0.02%
Heritage Wealth Management, Inc.	22.36K	Mar 31, 26	-6.53K	0.02%
Certified Advisory Corp	22.16K	Mar 31, 26	-486	0.02%
Capital CS Group, LLC	21.67K	Mar 31, 26	+423	0.02%
Diversified Enterprises, LLC	20.61K	Mar 31, 26	+145	0.02%
TRUIST FINANCIAL CORP	20.29K	Mar 31, 26	-1.42K	0.02%
Cornerstone Advisory, LLC	20.10K	Mar 31, 26	+44	0.02%
Cerity Partners LLC	19.45K	Mar 31, 26	--	0.02%
VISTA INVESTMENT PARTNERS II, LLC	19.10K	Mar 31, 26	--	0.02%
Modern Wealth Management, LLC	18.90K	Mar 31, 26	+50	0.02%
FIFTH THIRD BANCORP	18.53K	Mar 31, 26	+18.53K	0.02%
Sowell Financial Services LLC	17.88K	Mar 31, 26	+384	0.02%
Allspring Global Investments Holdings, LLC	17.28K	Mar 31, 26	--	0.02%
Regal Investment Advisors LLC	17.25K	Mar 31, 26	--	0.02%
Cyndeo Wealth Partners, LLC	17.00K	Mar 31, 26	--	0.02%
Colony Group, LLC	15.92K	Mar 31, 26	-429	0.01%
Worth Asset Management, LLC	15.87K	Mar 31, 26	--	0.01%
LVZ, Inc.	15.49K	Mar 31, 26	--	0.01%
DAVENPORT & Co LLC	15.02K	Mar 31, 26	--	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	15.00K	Mar 31, 26	+3.80K	0.01%
Independent Advisor Alliance	14.88K	Mar 31, 26	+14.88K	0.01%
CFO4Life Group, LLC	14.85K	Mar 31, 26	+318	0.01%
NBC SECURITIES, INC.	14.27K	Mar 31, 26	--	0.01%
Almitas Capital LLC	13.77K	Mar 31, 26	+13.77K	0.01%
Sanctuary Advisors, LLC	13.72K	Mar 31, 26	+397	0.01%
WEST MICHIGAN ADVISORS, LLC	12.87K	Mar 31, 26	--	0.01%
VSM Wealth Advisory, LLC	12.50K	Mar 31, 26	+12.50K	0.01%
Financial Alternatives, Inc	12.47K	Mar 31, 26	--	0.01%
IHT Wealth Management, LLC	12.05K	Mar 31, 26	--	0.01%
Tyche Wealth Partners LLC	11.46K	Mar 31, 26	--	0.01%
SAGESPRING WEALTH PARTNERS, LLC	11.39K	Mar 31, 26	-2.87K	0.01%
Kingsview Wealth Management, LLC	11.36K	Mar 31, 26	--	0.01%
Integrated Wealth Concepts LLC	11.32K	Mar 31, 26	+820	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	11.17K	Mar 31, 26	+11.17K	0.01%
Busey Wealth Management	11.11K	Mar 31, 26	--	0.01%
Detalus Advisors, LLC	10.88K	Mar 31, 26	--	0.01%
Ameritas Advisory Services, LLC	10.78K	Mar 31, 26	+90	0.01%
NWF Advisory Services Inc.	10.70K	Mar 31, 26	-2.90K	0.01%
Aptus Capital Advisors, LLC	10.49K	Mar 31, 26	+87	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	10.49K	Mar 31, 26	+87	0.01%
Abel Hall, LLC	10.00K	Mar 31, 26	--	0.01%
MAI Capital Management	9.33K	Mar 31, 26	+200	0.01%
PRIVATE TRUST CO NA	5.50K	Mar 31, 26	--	0.01%
CWM, LLC	4.95K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	4.58K	Mar 31, 26	+4.58K	0.00%
Parkside Financial Bank & Trust	4.50K	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	3.15K	Mar 31, 26	-5.00K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	2.85K	Mar 31, 26	+2.85K	0.00%
BARRETT & COMPANY, INC.	2.25K	Mar 31, 26	-4.35K	0.00%
CITY HOLDING CO	2.25K	Mar 31, 26	-2.25K	0.00%
SRS Capital Advisors, Inc.	2.00K	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.93K	Mar 31, 26	--	0.00%
Kilter Group LLC	1.59K	Mar 31, 26	+22	0.00%
Financial Gravity Asset Management, Inc.	1.50K	Mar 31, 26	--	0.00%
TSFG, LLC	1.18K	Mar 31, 26	+25	0.00%
Parallel Advisors, LLC	1.16K	Mar 31, 26	+25	0.00%
ESL Trust Services, LLC	1.15K	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	780	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	747	Mar 31, 26	-2.00K	0.00%
Sound Income Strategies, LLC	646	Mar 31, 26	+646	0.00%
AMERIFLEX GROUP, INC.	525	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	407	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	335	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	220	Mar 31, 26	--	0.00%
Bernard Wealth Management Corp.	205	Mar 31, 26	--	0.00%
Decker Retirement Planning Inc.	200	Mar 31, 26	+190	0.00%
Tower Research Capital LLC (TRC)	50	Mar 31, 26	+46	0.00%
Saba Capital Management, L.P.	--	Mar 31, 26	-439.00K	--
SAXON INTERESTS, INC.	--	Mar 31, 26	-36.26K	--
Atlantic Union Bankshares Corp	--	Mar 31, 26	-500	--
CI Private Wealth, LLC	--	Mar 31, 26	-13.06K	--
HRT FINANCIAL LP	--	Mar 31, 26	-16.80K	--
Penserra Capital Management LLC	--	Mar 31, 26	-792.68K	--
TCG Advisory Services, LLC	--	Mar 31, 26	-19.27K	--
JFS WEALTH ADVISORS, LLC	--	Mar 31, 26	-1.00K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-7.99K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-18.61K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-400	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-82.76K	--
WINEBRENNER CAPITAL MANAGEMENT LLC	--	Mar 31, 26	-32.00K	--
Lido Advisors, LLC	--	Mar 31, 26	-50.00K	--
GUGGENHEIM CAPITAL LLC	2.30M	Dec 31, 25	+180.61K	2.11%
BANK OF AMERICA CORP /DE/	2.21M	Dec 31, 25	-89.27K	2.03%
MORGAN STANLEY	1.93M	Dec 31, 25	+54.90K	1.78%
Karpus Management, Inc.	1.64M	Dec 31, 25	-35.22K	1.51%
RAYMOND JAMES FINANCIAL INC	1.60M	Dec 31, 25	+70.64K	1.47%
1607 Capital Partners, LLC	1.45M	Dec 31, 25	+1.05M	1.34%
Cresset Asset Management, LLC	537.52K	Dec 31, 25	-5.21K	0.49%
AMERIPRISE FINANCIAL INC	465.48K	Dec 31, 25	-771	0.43%
Rockefeller Capital Management L.P.	291.29K	Dec 31, 25	+18.91K	0.27%
Arkadios Wealth Advisors	97.70K	Dec 31, 25	-1.04K	0.09%
Logan Stone Capital, LLC	80.47K	Dec 31, 25	+80.47K	0.07%
NewEdge Advisors, LLC	70.02K	Dec 31, 25	+785	0.06%
Allworth Financial LP	60.80K	Dec 31, 25	+369	0.06%
Atomi Financial Group, Inc.	53.49K	Dec 31, 25	--	0.05%
Lido Advisors, LLC	50.00K	Dec 31, 25	--	0.05%
CENTAURUS FINANCIAL, INC.	48.02K	Dec 31, 25	+2.52K	0.04%
Twin Lakes Capital Management, LLC	39.13K	Dec 31, 25	+840	0.04%
GAMCO INVESTORS, INC. ET AL	30.96K	Dec 31, 25	--	0.03%
Jacobi Capital Management LLC	28.34K	Dec 31, 25	-1.81K	0.03%
Mariner, LLC	27.25K	Dec 31, 25	-827	0.03%
Cerity Partners LLC	19.45K	Dec 31, 25	--	0.02%
TCG Advisory Services, LLC	19.27K	Dec 31, 25	--	0.02%
COMERICA BANK	18.53K	Dec 31, 25	-918	0.02%
HRT FINANCIAL LP	16.80K	Dec 31, 25	+16.80K	0.02%
Colony Group, LLC	16.35K	Dec 31, 25	+16.35K	0.02%
CI Private Wealth, LLC	13.06K	Dec 31, 25	+500	0.01%
CIBC Private Wealth Group, LLC	11.76K	Dec 31, 25	+252	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	11.20K	Dec 31, 25	+399	0.01%
MAI Capital Management	9.13K	Dec 31, 25	+196	0.01%
CWM, LLC	4.95K	Dec 31, 25	+4.95K	0.00%
Parkside Financial Bank & Trust	4.50K	Dec 31, 25	--	0.00%
SRS Capital Advisors, Inc.	2.00K	Dec 31, 25	--	0.00%
SOA Wealth Advisors, LLC.	665	Dec 31, 25	+14	0.00%
Cape Investment Advisory, Inc.	400	Dec 31, 25	+400	0.00%
Global Retirement Partners, LLC	250	Dec 31, 25	--	0.00%
Advisory Services Network, LLC	--	Dec 31, 25	-8.34K	--
US BANCORP \DE\	--	Dec 31, 25	-4.50K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-8.49K	--
JONES FINANCIAL COMPANIES LLLP	--	Dec 31, 25	-132	--
Guerra Advisors Inc	420	Sep 30, 25	+420	0.00%
L.M. KOHN & COMPANY	--	Sep 30, 25	-14.64K	--
AVANTAX ADVISORY SERVICES, INC.	35.23K	Jun 30, 25	-585	0.03%
Atria Wealth Solutions, Inc.	15.11K	Jun 30, 25	-7.12K	0.01%
Financial Gravity Companies, Inc.	1.50K	Jun 30, 25	+1.50K	0.00%
Sheaff Brock Investment Advisors, LLC	59.45K	Mar 31, 25	+22	0.05%
Keeley-Teton Advisors, LLC	30.96K	Mar 31, 25	--	0.03%
CAROLINAS WEALTH CONSULTING LLC	5.99K	Mar 31, 25	-1	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-583	--
RAYMOND JAMES & ASSOCIATES	1.13M	Sep 30, 24	-4.33K	1.04%
Raymond James Financial Services Advisors, Inc.	298.91K	Sep 30, 24	+951	0.28%
Diversified, LLC	20.53K	Sep 30, 24	-1.26K	0.02%
Peterson Financial Group, Inc.	1.31K	Sep 30, 24	+1.31K	0.00%
Gratus Capital LLC	20.00K	Jun 30, 24	+20.00K	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.92K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-2.00K	--
Cetera Advisor Networks LLC	127.08K	Mar 31, 24	+4.47K	0.12%
Cetera Advisors LLC	16.06K	Mar 31, 24	+4.54K	0.01%
Retirement Group, LLC	310	Mar 31, 24	--	0.00%
ROTHSCHILD INVESTMENT CORP /IL	33.92K	Sep 30, 23	-300	0.03%
Wealth Management Solutions, LLC	17.46K	Sep 30, 23	+960	0.02%
V Wealth Advisors LLC	--	Sep 30, 23	-13.49K	--
GOFEN & GLOSSBERG LLC /IL/	21.00K	Dec 31, 22	--	0.02%
CFO4Life, L.P.	11.09K	Dec 31, 22	+11.09K	0.01%
American Portfolios Advisors	20.75K	Sep 30, 22	-7.30K	0.02%
EATON VANCE MANAGEMENT	10.61K	Sep 30, 22	--	0.01%
Fieldpoint Private Securities, LLC	3.30K	Jun 30, 22	--	0.00%
Private Capital Group, LLC	310	Jun 30, 22	--	0.00%
Weather Gauge Advisory, LLC	44.06K	Sep 30, 21	-18	0.04%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	20.20K	Sep 30, 21	+2.70K	0.02%
Ameritas Investment Company, LLC	16.50K	Sep 30, 21	+749	0.02%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	22.12K	Sep 30, 20	-1.90K	0.02%
FIDUCIARY TRUST INTERNATIONAL LLC	203.66K	Jun 30, 20	+3.39K	0.19%
Advisor Group, Inc.	84.81K	Dec 31, 19	-48.29K	0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.	82.09K	Dec 31, 19	-10.11K	0.08%
BB&T SECURITIES, LLC	20.34K	Sep 30, 19	-2.73K	0.02%
Global X Management CO LLC	31.99K	Jun 30, 18	+1.69K	0.03%
NATIONAL PLANNING CORP	--	Dec 31, 17	-16.47K	--
Commonwealth Equity Services, Inc	130.84K	Jun 30, 17	-1.76K	0.12%
FIRST FINANCIAL EQUITY CORPORATION	20.56K	Mar 31, 17	+20.56K	0.02%
ARXIS SECURITIES LLC	--	Mar 31, 17	-11.61K	--
KEELEY ASSET MANAGEMENT CORP	21.01K	Dec 31, 16	+443	0.02%
MSI Financial Services Inc	12.28K	Dec 31, 16	-4.97K	0.01%
VSR Financial Services, Inc.	--	Jun 30, 16	-24.55K	--
Gupta Wealth Management LLC	--	Mar 31, 16	-810	--
Valentine Capital Asset Management, Inc.	70.19K	Dec 31, 15	-13.51K	0.06%
Constellation Wealth Advisors, LLC	1.10M	Sep 30, 15	-45.90K	1.02%
J.P. Turner & Co Capital Mnagement, LLC	17.94K	Sep 30, 15	+17.94K	0.02%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-3	--
COHEN & STEERS CAPITAL MANAGEMENT INC	608.89K	Mar 31, 15	+608.89K	0.56%
STANCORP INVESTMENT ADVISERS INC	1.42K	Mar 31, 15	--	0.00%
BOSTON PRIVATE BANK & TRUST CO	1.02K	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	17.98K	Dec 31, 14	-484	0.02%
NEW ENGLAND SECURITIES CORP /MA/	130	Dec 31, 14	--	0.00%
UBS AG	1.76M	Sep 30, 14	+91.56K	1.62%
OTA LLC	57.82K	Jun 30, 14	+57.82K	0.05%
KMS FINANCIAL SERVICES, INC	13.36K	Jun 30, 14	-26.60K	0.01%
STIFEL NICOLAUS & CO INC \MO\	118.07K	Sep 30, 13	+1.39K	0.11%
KNIGHT CAPITAL GROUP LLC	17.26K	Jun 30, 13	+17.26K	0.02%
First Allied Securities, Inc.	23.90K	Jun 30, 12	+7.30K	0.02%
MERRIMAN, LLC	--	Sep 30, 11	-58.00K	--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.79M	Jun 30, 10	+148.20K	1.65%

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Holder

Date

Change

% Held

GUGGENHEIM CAPITAL LLC

2.27M

Mar 31, 26

-23.82K

2.09%

1607 Capital Partners, LLC

2.09M

Mar 31, 26

+641.82K

1.93%

MORGAN STANLEY

1.98M

Mar 31, 26

+42.94K

1.82%

RAYMOND JAMES FINANCIAL INC

1.70M

Mar 31, 26

+104.91K

1.57%

Karpus Management, Inc.

1.63M

Mar 31, 26

-9.61K

1.50%

Invesco Ltd.

1.60M

Mar 31, 26

+12.60K

1.48%

ROYAL BANK OF CANADA

972.89K

Mar 31, 26

+22.16K

0.90%

Advisors Asset Management, Inc.

850.69K

Mar 31, 26

+76.57K

0.78%

LPL Financial LLC

827.44K

Mar 31, 26

+38.08K

0.76%

Pathstone Holdings, LLC

567.86K

Mar 31, 26

+40.29K

0.52%

Cresset Asset Management, LLC

534.15K

Mar 31, 26

-3.36K

0.49%

UBS Group AG

484.23K

Mar 31, 26

+5.94K

0.45%

RiverTree Advisors, LLC

445.50K

Mar 31, 26

+32.91K

0.41%

ADVISOR GROUP HOLDINGS, INC.

426.27K

Mar 31, 26

+18.38K

0.39%

AMERIPRISE FINANCIAL INC

420.34K

Mar 31, 26

-45.14K

0.39%

Rockefeller Capital Management L.P.

315.77K

Mar 31, 26

+24.48K

0.29%

WOLVERINE ASSET MANAGEMENT LLC

312.62K

Mar 31, 26

+53.32K

0.29%

WELLS FARGO & COMPANY/MN

311.78K

Mar 31, 26

+18.04K

0.29%

ENVESTNET ASSET MANAGEMENT INC

268.18K

Mar 31, 26

+7.84K

0.25%

FRANKLIN RESOURCES INC

265.30K

Mar 31, 26

+4.45K

0.24%

ROMAN BUTLER FULLERTON & CO

214.89K

Mar 31, 26

+1.99K

0.20%

PARK AVENUE SECURITIES LLC

207.66K

Mar 31, 26

+7.31K

0.19%

Shaker Financial Services, LLC

197.22K

Mar 31, 26

-40.11K

0.18%

Cambridge Investment Research Advisors, Inc.

180.80K

Mar 31, 26

-85

0.17%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

159.36K

Mar 31, 26

+1.04K

0.15%

FRANKLIN STREET ADVISORS INC /NC

150.33K

Mar 31, 26

0.14%

Logan Stone Capital, LLC

142.28K

Mar 31, 26

+61.81K

0.13%

STIFEL FINANCIAL CORP

138.86K

Mar 31, 26

+11.98K

0.13%

Cetera Investment Advisers

136.35K

Mar 31, 26

-13.94K

0.13%

Calamos Advisors LLC

134.06K

Mar 31, 26

+15.96K

0.12%

Private Advisor Group, LLC

115.66K

Mar 31, 26

+99

0.11%

Cohen Klingenstein LLC

114.69K

Mar 31, 26

0.11%

COHEN & STEERS, INC.

105.00K

Mar 31, 26

+105.00K

0.10%

Kestra Advisory Services, LLC

104.36K

Mar 31, 26

+59.63K

0.10%

Steward Partners Investment Advisory, LLC

103.73K

Mar 31, 26

-800

0.10%

D.A. DAVIDSON & CO.

87.67K

Mar 31, 26

+4.84K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

84.63K

Mar 31, 26

+5.35K

0.08%

TWO SIGMA INVESTMENTS, LP

80.95K

Mar 31, 26

-65.87K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

70.99K

Mar 31, 26

-14.99K

0.07%

WCG Wealth Advisors LLC

70.18K

Mar 31, 26

0.06%

one8zero8, LLC

69.90K

Mar 31, 26

0.06%

HighTower Advisors, LLC

66.89K

Mar 31, 26

+11.22K

0.06%

MILLENNIUM MANAGEMENT LLC

66.36K

Mar 31, 26

+66.36K

0.06%

JANE STREET GROUP, LLC

62.62K

Mar 31, 26

-55.45K

0.06%

Allworth Financial LP

60.45K

Mar 31, 26

-350

0.06%

Kovack Advisors, Inc.

59.53K

Mar 31, 26

+4.46K

0.05%

HARBOUR INVESTMENTS, INC.

59.30K

Mar 31, 26

+40.03K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

56.59K

Mar 31, 26

0.05%

Alteri Wealth LLC

55.88K

Mar 31, 26

0.05%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

55.88K

Mar 31, 26

+20.48K

0.05%

Atomi Financial Group, Inc.

53.49K

Mar 31, 26

0.05%

Joseph P. Lucia & Associates, LLC

53.18K

Mar 31, 26

+388

0.05%

Centurion Wealth Management LLC

52.04K

Mar 31, 26

0.05%

YOUNGS ADVISORY GROUP, INC.

50.60K

Mar 31, 26

0.05%

Dakota Wealth Management

50.03K

Mar 31, 26

0.05%

OPPENHEIMER & CO INC

49.66K

Mar 31, 26

-598

0.05%

INTEGRATED CAPITAL MANAGEMENT, INC.

46.97K

Mar 31, 26

+871

0.04%

B. Riley Wealth Advisors, Inc.

45.87K

Mar 31, 26

-762

0.04%

Avory & Company, LLC

45.68K

Mar 31, 26

0.04%

Camelot Portfolios, LLC

45.40K

Mar 31, 26

0.04%

SHIKIAR ASSET MANAGEMENT INC

45.10K

Mar 31, 26

0.04%

Creative Planning

41.93K

Mar 31, 26

+3.21K

0.04%

HighPoint Advisor Group LLC

41.37K

Mar 31, 26

-100

0.04%

MERCER GLOBAL ADVISORS INC /ADV

41.05K

Mar 31, 26

-33.15K

0.04%

CITIGROUP INC

38.72K

Mar 31, 26

+1.05K

0.04%

MML INVESTORS SERVICES, LLC

35.00K

Mar 31, 26

-5.28K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

32.61K

Mar 31, 26

+285

0.03%

David J Yvars Group

31.03K

Mar 31, 26

+617

0.03%

GAMCO INVESTORS, INC. ET AL

30.96K

Mar 31, 26

0.03%

Arlington Capital Management, Inc.

30.85K

Mar 31, 26

+30.85K

0.03%

CreativeOne Wealth, LLC

30.78K

Mar 31, 26

0.03%

Claro Advisors LLC

30.47K

Mar 31, 26

-790

0.03%

Stratos Wealth Partners, LTD.

29.93K

Mar 31, 26

-9.50K

0.03%

COMMERCE BANK

29.61K

Mar 31, 26

+11.49K

0.03%

Jacobi Capital Management LLC

28.84K

Mar 31, 26

+493

0.03%

ROTHSCHILD INVESTMENT LLC

27.88K

Mar 31, 26

+1.00K

0.03%

Mariner, LLC

27.06K

Mar 31, 26

-193

0.02%

Summit Financial, LLC

26.96K

Mar 31, 26

-476

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

26.25K

Mar 31, 26

+3.69K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

26.19K

Mar 31, 26

+158

0.02%

Janney Montgomery Scott LLC

24.13K

Mar 31, 26

+775

0.02%

Annex Advisory Services, LLC

24.00K

Mar 31, 26

0.02%

Stratos Wealth Advisors, LLC

23.00K

Mar 31, 26

0.02%

Heritage Wealth Management, Inc.

22.36K

Mar 31, 26

-6.53K

0.02%

Certified Advisory Corp

22.16K

Mar 31, 26

-486

0.02%

Capital CS Group, LLC

21.67K

Mar 31, 26

+423

0.02%

Diversified Enterprises, LLC

20.61K

Mar 31, 26

+145

0.02%

TRUIST FINANCIAL CORP

20.29K

Mar 31, 26

-1.42K

0.02%

Cornerstone Advisory, LLC

20.10K

Mar 31, 26

+44

0.02%

Cerity Partners LLC

19.45K

Mar 31, 26

0.02%

VISTA INVESTMENT PARTNERS II, LLC

19.10K

Mar 31, 26

0.02%

Modern Wealth Management, LLC

18.90K

Mar 31, 26

+50

0.02%

FIFTH THIRD BANCORP

18.53K

Mar 31, 26

+18.53K

0.02%

Sowell Financial Services LLC

17.88K

Mar 31, 26

+384

0.02%

Allspring Global Investments Holdings, LLC

17.28K

Mar 31, 26

0.02%

Regal Investment Advisors LLC

17.25K

Mar 31, 26

0.02%

Cyndeo Wealth Partners, LLC

17.00K

Mar 31, 26

0.02%

Colony Group, LLC

15.92K

Mar 31, 26

-429

0.01%

Worth Asset Management, LLC

15.87K

Mar 31, 26

0.01%

LVZ, Inc.

15.49K

Mar 31, 26

0.01%

DAVENPORT & Co LLC

15.02K

Mar 31, 26

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

15.00K

Mar 31, 26

+3.80K

0.01%

Independent Advisor Alliance

14.88K

Mar 31, 26

+14.88K

0.01%

CFO4Life Group, LLC

14.85K

Mar 31, 26

+318

0.01%

NBC SECURITIES, INC.

14.27K

Mar 31, 26

0.01%

Almitas Capital LLC

13.77K

Mar 31, 26

+13.77K

0.01%

Sanctuary Advisors, LLC

13.72K

Mar 31, 26

+397

0.01%

WEST MICHIGAN ADVISORS, LLC

12.87K

Mar 31, 26

0.01%

VSM Wealth Advisory, LLC

12.50K

Mar 31, 26

+12.50K

0.01%

Financial Alternatives, Inc

12.47K

Mar 31, 26

0.01%

IHT Wealth Management, LLC

12.05K

Mar 31, 26

0.01%

Tyche Wealth Partners LLC

11.46K

Mar 31, 26

0.01%

SAGESPRING WEALTH PARTNERS, LLC

11.39K

Mar 31, 26

-2.87K

0.01%

Kingsview Wealth Management, LLC

11.36K

Mar 31, 26

0.01%

Integrated Wealth Concepts LLC

11.32K

Mar 31, 26

+820

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

11.17K

Mar 31, 26

+11.17K

0.01%

Busey Wealth Management

11.11K

Mar 31, 26

0.01%

Detalus Advisors, LLC

10.88K

Mar 31, 26

0.01%

Ameritas Advisory Services, LLC

10.78K

Mar 31, 26

+90

0.01%

NWF Advisory Services Inc.

10.70K

Mar 31, 26

-2.90K

0.01%

Aptus Capital Advisors, LLC

10.49K

Mar 31, 26

+87

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

10.49K

Mar 31, 26

+87

0.01%

Abel Hall, LLC

10.00K

Mar 31, 26

0.01%

MAI Capital Management

9.33K

Mar 31, 26

+200

0.01%

PRIVATE TRUST CO NA

5.50K

Mar 31, 26

0.01%

CWM, LLC

4.95K

Mar 31, 26

0.00%

Advisory Services Network, LLC

4.58K

Mar 31, 26

+4.58K

0.00%

Parkside Financial Bank & Trust

4.50K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

3.15K

Mar 31, 26

-5.00K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

2.85K

Mar 31, 26

+2.85K

0.00%

BARRETT & COMPANY, INC.

2.25K

Mar 31, 26

-4.35K

0.00%

CITY HOLDING CO

2.25K

Mar 31, 26

-2.25K

0.00%

SRS Capital Advisors, Inc.

2.00K

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.93K

Mar 31, 26

0.00%

Kilter Group LLC

1.59K

Mar 31, 26

+22

0.00%

Financial Gravity Asset Management, Inc.

1.50K

Mar 31, 26

0.00%

TSFG, LLC

1.18K

Mar 31, 26

+25

0.00%

Parallel Advisors, LLC

1.16K

Mar 31, 26

+25

0.00%

ESL Trust Services, LLC

1.15K

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

780

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

747

Mar 31, 26

-2.00K

0.00%

Sound Income Strategies, LLC

646

Mar 31, 26

+646

0.00%

AMERIFLEX GROUP, INC.

525

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

407

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

335

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

220

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

205

Mar 31, 26

0.00%

Decker Retirement Planning Inc.

200

Mar 31, 26

+190

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

+46

0.00%

Saba Capital Management, L.P.

Mar 31, 26

-439.00K

SAXON INTERESTS, INC.

Mar 31, 26

-36.26K

Atlantic Union Bankshares Corp

Mar 31, 26

-500

CI Private Wealth, LLC

Mar 31, 26

-13.06K

HRT FINANCIAL LP

Mar 31, 26

-16.80K

Penserra Capital Management LLC

Mar 31, 26

-792.68K

TCG Advisory Services, LLC

Mar 31, 26

-19.27K

JFS WEALTH ADVISORS, LLC

Mar 31, 26

-1.00K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-7.99K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-18.61K

Cape Investment Advisory, Inc.

Mar 31, 26

-400

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-82.76K

WINEBRENNER CAPITAL MANAGEMENT LLC

Mar 31, 26

-32.00K

Lido Advisors, LLC

Mar 31, 26

-50.00K

GUGGENHEIM CAPITAL LLC

2.30M

Dec 31, 25

+180.61K

2.11%

BANK OF AMERICA CORP /DE/

2.21M

Dec 31, 25

-89.27K

2.03%

MORGAN STANLEY

1.93M

Dec 31, 25

+54.90K

1.78%

Karpus Management, Inc.

1.64M

Dec 31, 25

-35.22K

1.51%

RAYMOND JAMES FINANCIAL INC

1.60M

Dec 31, 25

+70.64K

1.47%

1607 Capital Partners, LLC

1.45M

Dec 31, 25

+1.05M

1.34%

Cresset Asset Management, LLC

537.52K

Dec 31, 25

-5.21K

0.49%

AMERIPRISE FINANCIAL INC

465.48K

Dec 31, 25

-771

0.43%

Rockefeller Capital Management L.P.

291.29K

Dec 31, 25

+18.91K

0.27%

Arkadios Wealth Advisors

97.70K

Dec 31, 25

-1.04K

0.09%

Logan Stone Capital, LLC

80.47K

Dec 31, 25

+80.47K

0.07%

NewEdge Advisors, LLC

70.02K

Dec 31, 25

+785

0.06%

Allworth Financial LP

60.80K

Dec 31, 25

+369

0.06%

Atomi Financial Group, Inc.

53.49K

Dec 31, 25

0.05%

Lido Advisors, LLC

50.00K

Dec 31, 25

0.05%

CENTAURUS FINANCIAL, INC.

48.02K

Dec 31, 25

+2.52K

0.04%

Twin Lakes Capital Management, LLC

39.13K

Dec 31, 25

+840

0.04%

GAMCO INVESTORS, INC. ET AL

30.96K

Dec 31, 25

0.03%

Jacobi Capital Management LLC

28.34K

Dec 31, 25

-1.81K

0.03%

Mariner, LLC

27.25K

Dec 31, 25

-827

0.03%

Cerity Partners LLC

19.45K

Dec 31, 25

0.02%

TCG Advisory Services, LLC

19.27K

Dec 31, 25

0.02%

COMERICA BANK

18.53K

Dec 31, 25

-918

0.02%

HRT FINANCIAL LP

16.80K

Dec 31, 25

+16.80K

0.02%

Colony Group, LLC

16.35K

Dec 31, 25

+16.35K

0.02%

CI Private Wealth, LLC

13.06K

Dec 31, 25

+500

0.01%

CIBC Private Wealth Group, LLC

11.76K

Dec 31, 25

+252

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

11.20K

Dec 31, 25

+399

0.01%

MAI Capital Management

9.13K

Dec 31, 25

+196

0.01%

CWM, LLC

4.95K

Dec 31, 25

+4.95K

0.00%

Parkside Financial Bank & Trust

4.50K

Dec 31, 25

0.00%

SRS Capital Advisors, Inc.

2.00K

Dec 31, 25

0.00%

SOA Wealth Advisors, LLC.

665

Dec 31, 25

+14

0.00%

Cape Investment Advisory, Inc.

400

Dec 31, 25

+400

0.00%

Global Retirement Partners, LLC

250

Dec 31, 25

0.00%

Advisory Services Network, LLC

Dec 31, 25

-8.34K

US BANCORP \DE\

Dec 31, 25

-4.50K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-8.49K

JONES FINANCIAL COMPANIES LLLP

Dec 31, 25

-132

Guerra Advisors Inc

420

Sep 30, 25

+420

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-14.64K

AVANTAX ADVISORY SERVICES, INC.

35.23K

Jun 30, 25

-585

0.03%

Atria Wealth Solutions, Inc.

15.11K

Jun 30, 25

-7.12K

0.01%

Financial Gravity Companies, Inc.

1.50K

Jun 30, 25

+1.50K

0.00%

Sheaff Brock Investment Advisors, LLC

59.45K

Mar 31, 25

+22

0.05%

Keeley-Teton Advisors, LLC

30.96K

Mar 31, 25

0.03%

CAROLINAS WEALTH CONSULTING LLC

5.99K

Mar 31, 25

-1

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-583

RAYMOND JAMES & ASSOCIATES

1.13M

Sep 30, 24

-4.33K

1.04%

Raymond James Financial Services Advisors, Inc.

298.91K

Sep 30, 24

+951

0.28%

Diversified, LLC

20.53K

Sep 30, 24

-1.26K

0.02%

Peterson Financial Group, Inc.

1.31K

Sep 30, 24

+1.31K

0.00%

Gratus Capital LLC

20.00K

Jun 30, 24

+20.00K

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.92K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-2.00K

Cetera Advisor Networks LLC

127.08K

Mar 31, 24

+4.47K

0.12%

Cetera Advisors LLC

16.06K

Mar 31, 24

+4.54K

0.01%

Retirement Group, LLC

310

Mar 31, 24

0.00%

ROTHSCHILD INVESTMENT CORP /IL

33.92K

Sep 30, 23

-300

0.03%

Wealth Management Solutions, LLC

17.46K

Sep 30, 23

+960

0.02%

V Wealth Advisors LLC

Sep 30, 23

-13.49K

GOFEN & GLOSSBERG LLC /IL/

21.00K

Dec 31, 22

0.02%

CFO4Life, L.P.

11.09K

Dec 31, 22

+11.09K

0.01%

American Portfolios Advisors

20.75K

Sep 30, 22

-7.30K

0.02%

EATON VANCE MANAGEMENT

10.61K

Sep 30, 22

0.01%

Fieldpoint Private Securities, LLC

3.30K

Jun 30, 22

0.00%

Private Capital Group, LLC

310

Jun 30, 22

0.00%

Weather Gauge Advisory, LLC

44.06K

Sep 30, 21

-18

0.04%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

20.20K

Sep 30, 21

+2.70K

0.02%

Ameritas Investment Company, LLC

16.50K

Sep 30, 21

+749

0.02%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

22.12K

Sep 30, 20

-1.90K

0.02%

FIDUCIARY TRUST INTERNATIONAL LLC

203.66K

Jun 30, 20

+3.39K

0.19%

Advisor Group, Inc.

84.81K

Dec 31, 19

-48.29K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

82.09K

Dec 31, 19

-10.11K

0.08%

BB&T SECURITIES, LLC

20.34K

Sep 30, 19

-2.73K

0.02%

Global X Management CO LLC

31.99K

Jun 30, 18

+1.69K

0.03%

NATIONAL PLANNING CORP

Dec 31, 17

-16.47K

Commonwealth Equity Services, Inc

130.84K

Jun 30, 17

-1.76K

0.12%

FIRST FINANCIAL EQUITY CORPORATION

20.56K

Mar 31, 17

+20.56K

0.02%

ARXIS SECURITIES LLC

Mar 31, 17

-11.61K

KEELEY ASSET MANAGEMENT CORP

21.01K

Dec 31, 16

+443

0.02%

MSI Financial Services Inc

12.28K

Dec 31, 16

-4.97K

0.01%

VSR Financial Services, Inc.

Jun 30, 16

-24.55K

Gupta Wealth Management LLC

Mar 31, 16

-810

Valentine Capital Asset Management, Inc.

70.19K

Dec 31, 15

-13.51K

0.06%

Constellation Wealth Advisors, LLC

1.10M

Sep 30, 15

-45.90K

1.02%

J.P. Turner & Co Capital Mnagement, LLC

17.94K

Sep 30, 15

+17.94K

0.02%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-3

COHEN & STEERS CAPITAL MANAGEMENT INC

608.89K

Mar 31, 15

+608.89K

0.56%

STANCORP INVESTMENT ADVISERS INC

1.42K

Mar 31, 15

0.00%

BOSTON PRIVATE BANK & TRUST CO

1.02K

Mar 31, 15

0.00%

Placemark Investments, Inc.

17.98K

Dec 31, 14

-484

0.02%

NEW ENGLAND SECURITIES CORP /MA/

130

Dec 31, 14

0.00%

UBS AG

1.76M

Sep 30, 14

+91.56K

1.62%

OTA LLC

57.82K

Jun 30, 14

+57.82K

0.05%

KMS FINANCIAL SERVICES, INC

13.36K

Jun 30, 14

-26.60K

0.01%

STIFEL NICOLAUS & CO INC \MO\

118.07K

Sep 30, 13

+1.39K

0.11%

KNIGHT CAPITAL GROUP LLC

17.26K

Jun 30, 13

+17.26K

0.02%

First Allied Securities, Inc.

23.90K

Jun 30, 12

+7.30K

0.02%

MERRIMAN, LLC

Sep 30, 11

-58.00K

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.79M

Jun 30, 10

+148.20K

1.65%