Eaton Vance Tax-Managed Diversified Equity Income Fund(ETY)

$14.62▼-0.16 (-1.08%)

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Eaton Vance Tax-Managed Diversified Equity Income Fund(ETY)

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$14.62▼-0.16 (-1.08%)

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ETY(ETY)

ETY

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Institutional Ownership

Top 288 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	13.04M	Mar 31, 26	+55.91K	8.28%
RAYMOND JAMES FINANCIAL INC	2.50M	Mar 31, 26	+16.21K	1.59%
WELLS FARGO & COMPANY/MN	2.16M	Mar 31, 26	+125.79K	1.37%
Invesco Ltd.	1.59M	Mar 31, 26	+173.02K	1.01%
LPL Financial LLC	1.29M	Mar 31, 26	+48.12K	0.82%
PRINCIPAL SECURITIES, INC.	1.12M	Mar 31, 26	-13.38K	0.71%
GUGGENHEIM CAPITAL LLC	853.44K	Mar 31, 26	-51.47K	0.54%
MATRIX PRIVATE CAPITAL GROUP LLC	805.72K	Mar 31, 26	+805.72K	0.51%
ROYAL BANK OF CANADA	637.45K	Mar 31, 26	-34.88K	0.40%
RFG Advisory, LLC	626.08K	Mar 31, 26	+12.69K	0.40%
ADVISOR GROUP HOLDINGS, INC.	600.72K	Mar 31, 26	+52.07K	0.38%
Baird Financial Group, Inc.	537.76K	Mar 31, 26	+21.79K	0.34%
UBS Group AG	521.09K	Mar 31, 26	-18.78K	0.33%
IHT Wealth Management, LLC	445.40K	Mar 31, 26	+30.38K	0.28%
Pathway Financial Advisers, LLC	440.23K	Mar 31, 26	+24.05K	0.28%
STIFEL FINANCIAL CORP	438.05K	Mar 31, 26	+24.39K	0.28%
AMERIPRISE FINANCIAL INC	415.44K	Mar 31, 26	-7.62K	0.26%
Janney Montgomery Scott LLC	382.25K	Mar 31, 26	+19.45K	0.24%
Cambridge Investment Research Advisors, Inc.	374.64K	Mar 31, 26	-2.58K	0.24%
Shaker Financial Services, LLC	368.54K	Mar 31, 26	+159.36K	0.23%
Cypress Capital Management LLC (WY)	362.18K	Mar 31, 26	+74.97K	0.23%
Rockefeller Capital Management L.P.	323.63K	Mar 31, 26	+21.00K	0.21%
COHEN & STEERS, INC.	310.62K	Mar 31, 26	+15.00K	0.20%
Cetera Investment Advisers	306.60K	Mar 31, 26	+48.08K	0.19%
CoreCap Advisors, LLC	300.00K	Mar 31, 26	+5.78K	0.19%
HighTower Advisors, LLC	289.41K	Mar 31, 26	+4.09K	0.18%
Advisors Asset Management, Inc.	240.25K	Mar 31, 26	-67.88K	0.15%
Private Advisor Group, LLC	239.29K	Mar 31, 26	+3.51K	0.15%
C2C Wealth Management, LLC	230.09K	Mar 31, 26	-3.50K	0.15%
Steward Partners Investment Advisory, LLC	212.05K	Mar 31, 26	-1.34K	0.13%
WOLVERINE ASSET MANAGEMENT LLC	197.45K	Mar 31, 26	+142.95K	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	182.62K	Mar 31, 26	+4.35K	0.12%
Heron Bay Capital Management	179.81K	Mar 31, 26	+452	0.11%
Aptus Capital Advisors, LLC	165.73K	Mar 31, 26	--	0.11%
GUARDIAN WEALTH ADVISORS, LLC / NC	164.23K	Mar 31, 26	--	0.10%
Merit Financial Group, LLC	145.18K	Mar 31, 26	-2.79K	0.09%
PARSONS CAPITAL MANAGEMENT INC/RI	144.95K	Mar 31, 26	-1.17K	0.09%
READYSTATE ASSET MANAGEMENT LP	137.92K	Mar 31, 26	+87.70K	0.09%
WEDBUSH SECURITIES INC	126.85K	Mar 31, 26	-11.84K	0.08%
Pointe Capital Management LLC	113.35K	Mar 31, 26	-1.97K	0.07%
Kestra Advisory Services, LLC	104.99K	Mar 31, 26	+32.95K	0.07%
GOLDMAN SACHS GROUP INC	100.06K	Mar 31, 26	-1.14K	0.06%
HARBOUR INVESTMENTS, INC.	93.43K	Mar 31, 26	+70.04K	0.06%
Kingsview Wealth Management, LLC	80.95K	Mar 31, 26	+1.03K	0.05%
FIFTH THIRD BANCORP	78.51K	Mar 31, 26	+70.40K	0.05%
SMITH, MOORE & CO.	77.85K	Mar 31, 26	+2.68K	0.05%
Sanctuary Advisors, LLC	72.39K	Mar 31, 26	+144	0.05%
MERCER GLOBAL ADVISORS INC /ADV	64.78K	Mar 31, 26	-3.13K	0.04%
Jefferies Financial Group Inc.	58.46K	Mar 31, 26	+17.22K	0.04%
RESOURCES MANAGEMENT CORP /CT/ /ADV	57.20K	Mar 31, 26	--	0.04%
Gladstone Institutional Advisory LLC	56.77K	Mar 31, 26	+98	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	53.03K	Mar 31, 26	+2.08K	0.03%
Morey & Quinn Wealth Partners, LLC	50.87K	Mar 31, 26	-282	0.03%
CI Private Wealth, LLC	50.70K	Mar 31, 26	+17.72K	0.03%
David J Yvars Group	48.29K	Mar 31, 26	+4.83K	0.03%
Summit Financial, LLC	46.26K	Mar 31, 26	-225	0.03%
Mariner, LLC	45.58K	Mar 31, 26	-8.97K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	45.55K	Mar 31, 26	+2.10K	0.03%
Creative Planning	44.99K	Mar 31, 26	+594	0.03%
WEALTH EFFECTS LLC	44.81K	Mar 31, 26	-560	0.03%
ELCO Management Co., LLC	44.39K	Mar 31, 26	-1.00K	0.03%
Ignite Planners, LLC	44.20K	Mar 31, 26	-1.26K	0.03%
TRUIST FINANCIAL CORP	44.07K	Mar 31, 26	-408	0.03%
Beacon Pointe Advisors, LLC	43.56K	Mar 31, 26	+10.36K	0.03%
NWF Advisory Services Inc.	42.87K	Mar 31, 26	-4.80K	0.03%
Summit Investment Advisory Services, LLC	41.70K	Mar 31, 26	-7.37K	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	40.27K	Mar 31, 26	+660	0.03%
Ameritas Advisory Services, LLC	39.98K	Mar 31, 26	-200	0.03%
LaSalle St. Investment Advisors, LLC	39.98K	Mar 31, 26	+7	0.03%
SHIKIAR ASSET MANAGEMENT INC	39.87K	Mar 31, 26	--	0.03%
Colony Group, LLC	38.21K	Mar 31, 26	-592	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	38.09K	Mar 31, 26	+5.46K	0.02%
Brand Asset Management Group, Inc.	36.66K	Mar 31, 26	--	0.02%
Atomi Financial Group, Inc.	35.97K	Mar 31, 26	-46.89K	0.02%
Stratos Wealth Advisors, LLC	32.27K	Mar 31, 26	--	0.02%
Flaharty Asset Management, LLC	31.30K	Mar 31, 26	-1.18K	0.02%
Formidable Asset Management, LLC	31.25K	Mar 31, 26	--	0.02%
COMMERCE BANK	30.74K	Mar 31, 26	--	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	30.50K	Mar 31, 26	-13.15K	0.02%
Cypress Capital Group	30.39K	Mar 31, 26	+30.39K	0.02%
U.S. Capital Wealth Advisors, LLC	29.36K	Mar 31, 26	+5.46K	0.02%
BENJAMIN EDWARDS INC	28.69K	Mar 31, 26	+335	0.02%
MML INVESTORS SERVICES, LLC	27.64K	Mar 31, 26	-2.21K	0.02%
CAPTRUST FINANCIAL ADVISORS	27.55K	Mar 31, 26	+2.53K	0.02%
GREENLEAF TRUST	27.46K	Mar 31, 26	-8.93K	0.02%
BOOTHBAY FUND MANAGEMENT, LLC	26.15K	Mar 31, 26	+26.15K	0.02%
M Holdings Securities, Inc.	25.61K	Mar 31, 26	-2.30K	0.02%
Ameritas Investment Partners, Inc.	25.23K	Mar 31, 26	+763	0.02%
Concurrent Investment Advisors, LLC	24.73K	Mar 31, 26	-7.74K	0.02%
Seek First Inc.	22.25K	Mar 31, 26	+449	0.01%
Fiduciary Alliance LLC	21.95K	Mar 31, 26	-950	0.01%
Pensionmark Financial Group, LLC	21.75K	Mar 31, 26	-134.41K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21.73K	Mar 31, 26	-10.03K	0.01%
Onyx Bridge Wealth Group LLC	21.51K	Mar 31, 26	+416	0.01%
Burford Brothers, Inc.	21.40K	Mar 31, 26	--	0.01%
ENVESTNET ASSET MANAGEMENT INC	21.30K	Mar 31, 26	+3.61K	0.01%
Waverly Advisors, LLC	20.98K	Mar 31, 26	+20.98K	0.01%
NICOLET BANKSHARES INC	20.71K	Mar 31, 26	+20.71K	0.01%
Mendel Capital Management LLC	20.19K	Mar 31, 26	+20.19K	0.01%
Procyon Advisors, LLC	19.48K	Mar 31, 26	+6.72K	0.01%
Wealth Alliance	18.92K	Mar 31, 26	-1.55K	0.01%
Stratos Wealth Partners, LTD.	18.44K	Mar 31, 26	-1.58K	0.01%
D.A. DAVIDSON & CO.	18.41K	Mar 31, 26	--	0.01%
XTX Topco Ltd	18.10K	Mar 31, 26	+18.10K	0.01%
MONOGRAPH WEALTH ADVISORS, LLC	18.00K	Mar 31, 26	-295	0.01%
Syverson Strege & Co	17.66K	Mar 31, 26	--	0.01%
Compass Planning Associates Inc	17.45K	Mar 31, 26	--	0.01%
Exchange Bank	16.66K	Mar 31, 26	+16.66K	0.01%
Capital Wealth Alliance, LLC	16.47K	Mar 31, 26	--	0.01%
Blue Chip Partners, LLC	15.45K	Mar 31, 26	--	0.01%
Geneos Wealth Management Inc.	15.21K	Mar 31, 26	--	0.01%
Quantum Private Wealth, LLC	15.00K	Mar 31, 26	--	0.01%
Capital Investment Advisory Services, LLC	14.92K	Mar 31, 26	-7.64K	0.01%
MISSION WEALTH MANAGEMENT, LP	14.50K	Mar 31, 26	--	0.01%
OPPENHEIMER & CO INC	14.30K	Mar 31, 26	+2.06K	0.01%
Confluence Wealth Services, Inc.	14.29K	Mar 31, 26	-1.05K	0.01%
Marex Group plc	14.19K	Mar 31, 26	+14.19K	0.01%
CreativeOne Wealth, LLC	14.17K	Mar 31, 26	--	0.01%
Equitable Holdings, Inc.	13.38K	Mar 31, 26	+322	0.01%
Strategic Financial Concepts, LLC	13.30K	Mar 31, 26	+13.30K	0.01%
Kapstone Financial Advisors LLC	13.27K	Mar 31, 26	+2.00K	0.01%
CVFG LLC	13.24K	Mar 31, 26	+1.39K	0.01%
BROWN ADVISORY INC	13.13K	Mar 31, 26	+24	0.01%
Garden State Investment Advisory Services LLC	13.09K	Mar 31, 26	-1.44K	0.01%
Milestone Asset Management Group, LLC	12.84K	Mar 31, 26	--	0.01%
TCG Advisory Services, LLC	12.70K	Mar 31, 26	+2.37K	0.01%
Virtu Financial LLC	12.38K	Mar 31, 26	+12.38K	0.01%
DUDLEY CAPITAL MANAGEMENT, LLC	12.26K	Mar 31, 26	+97	0.01%
Chicago Partners Investment Group LLC	11.59K	Mar 31, 26	-916	0.01%
Sequoia Financial Advisors, LLC	11.48K	Mar 31, 26	+11.48K	0.01%
Cerity Partners LLC	11.40K	Mar 31, 26	+183	0.01%
MAI Capital Management	11.35K	Mar 31, 26	+1.09K	0.01%
Mutual Advisors, LLC	11.35K	Mar 31, 26	+141	0.01%
Golden State Equity Partners	11.00K	Mar 31, 26	--	0.01%
STEPHENS INC /AR/	10.86K	Mar 31, 26	+43	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.82K	Mar 31, 26	+10.82K	0.01%
Dynamic Advisor Solutions LLC	10.70K	Mar 31, 26	+10.70K	0.01%
Uncommon Cents Investing LLC	10.38K	Mar 31, 26	--	0.01%
Krilogy Financial LLC	10.36K	Mar 31, 26	--	0.01%
Wealthcare Advisory Partners LLC	10.18K	Mar 31, 26	+113	0.01%
Retirement Planning Group	10.14K	Mar 31, 26	--	0.01%
WealthCare Investment Partners, LLC	10.00K	Mar 31, 26	--	0.01%
BEACON INVESTMENT ADVISORY SERVICES, INC.	10.00K	Mar 31, 26	+10.00K	0.01%
US BANCORP \DE\	7.61K	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	6.32K	Mar 31, 26	--	0.00%
Allworth Financial LP	6.32K	Mar 31, 26	-1.65K	0.00%
CITY HOLDING CO	6.00K	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	5.51K	Mar 31, 26	+410	0.00%
Farther Finance Advisors, LLC	5.38K	Mar 31, 26	+101	0.00%
Advisory Services Network, LLC	5.21K	Mar 31, 26	+5.21K	0.00%
Parallel Advisors, LLC	5.00K	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	4.99K	Mar 31, 26	+4.99K	0.00%
Princeton Global Asset Management LLC	4.98K	Mar 31, 26	--	0.00%
WEBSTER BANK, N. A.	4.83K	Mar 31, 26	--	0.00%
CNB Bank	4.59K	Mar 31, 26	--	0.00%
ASSETMARK, INC	3.98K	Mar 31, 26	+658	0.00%
PRIVATE TRUST CO NA	3.97K	Mar 31, 26	-65	0.00%
HHM Wealth Advisors, LLC	3.80K	Mar 31, 26	+77	0.00%
CHILTON CAPITAL MANAGEMENT LLC	3.70K	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	3.49K	Mar 31, 26	-457	0.00%
BlackRock, Inc.	3.38K	Mar 31, 26	-27	0.00%
Activest Wealth Management	3.33K	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	3.25K	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	3.23K	Mar 31, 26	--	0.00%
Mascoma Wealth Management LLC	3.19K	Mar 31, 26	--	0.00%
Quarry LP	3.06K	Mar 31, 26	+3.06K	0.00%
Plante Moran Financial Advisors, LLC	2.84K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	2.67K	Mar 31, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	2.44K	Mar 31, 26	--	0.00%
EASTERN BANK	2.34K	Mar 31, 26	--	0.00%
Magnolia Wealth Management, LLC	2.33K	Mar 31, 26	+2.33K	0.00%
Hughes Financial Services, LLC	2.12K	Mar 31, 26	--	0.00%
Lodestone Wealth Management LLC	2.00K	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	1.80K	Mar 31, 26	--	0.00%
MCF Advisors LLC	1.74K	Mar 31, 26	--	0.00%
CWM, LLC	1.61K	Mar 31, 26	-172	0.00%
Key FInancial Inc	1.60K	Mar 31, 26	--	0.00%
TD Capital Management LLC	1.30K	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	1.00K	Mar 31, 26	-1.56K	0.00%
Ronald Blue Trust, Inc.	1.00K	Mar 31, 26	--	0.00%
Financial Management Professionals, Inc.	1.00K	Mar 31, 26	--	0.00%
Spire Wealth Management	1.00K	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	992	Mar 31, 26	--	0.00%
Rossby Financial, LCC	863	Mar 31, 26	+863	0.00%
AdvisorNet Financial, Inc	618	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	533	Mar 31, 26	--	0.00%
Byrne Asset Management LLC	400	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	359	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	200	Mar 31, 26	+200	0.00%
Frazier Financial Advisors, LLC	95	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	65	Mar 31, 26	+5	0.00%
Tower Research Capital LLC (TRC)	2	Mar 31, 26	+2	0.00%
CHOREO, LLC	--	Mar 31, 26	-27.39K	--
Gen-Wealth Partners Inc	--	Mar 31, 26	-850	--
Clearstead Advisors, LLC	--	Mar 31, 26	-15.53K	--
Focused Wealth Management, Inc	--	Mar 31, 26	-10.82K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-19.67K	--
Turim 21 Investimentos Ltda.	--	Mar 31, 26	-1.15K	--
Karpus Management, Inc.	--	Mar 31, 26	-130	--
B. Riley Wealth Advisors, Inc.	--	Mar 31, 26	-11.10K	--
Sigma Planning Corp	--	Mar 31, 26	-10.64K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-10.58K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-76.11K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-2.55K	--
IFP Advisors, Inc	--	Mar 31, 26	-500	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-55	--
BANK OF AMERICA CORP /DE/	844.56K	Dec 31, 25	+37.55K	0.54%
GPS Wealth Strategies Group, LLC	113.69K	Dec 31, 25	-117.23K	0.07%
COMERICA BANK	71.34K	Dec 31, 25	-4.31K	0.05%
NewEdge Advisors, LLC	65.99K	Dec 31, 25	-1.99K	0.04%
CENTAURUS FINANCIAL, INC.	44.56K	Dec 31, 25	+1.75K	0.03%
Strait & Sound Wealth Management LLC	37.56K	Dec 31, 25	+251	0.02%
Arete Wealth Advisors, LLC	27.14K	Dec 31, 25	-54	0.02%
NICOLET ADVISORY SERVICES, LLC	22.05K	Dec 31, 25	-952	0.01%
Global Retirement Partners, LLC	8.33K	Dec 31, 25	-1.03K	0.01%
REDMONT WEALTH ADVISORS LLC	5.14K	Dec 31, 25	--	0.00%
Twin Lakes Capital Management, LLC	3.30K	Dec 31, 25	+61	0.00%
CIBC Private Wealth Group, LLC	2.41K	Dec 31, 25	--	0.00%
Asset Dedication, LLC	700	Dec 31, 25	+700	0.00%
CoreFirst Bank & Trust	625	Dec 31, 25	--	0.00%
Sonora Investment Management Group, LLC	10.31K	Sep 30, 25	--	0.01%
L.M. KOHN & COMPANY	--	Sep 30, 25	-18.96K	--
PINNACLE FINANCIAL PARTNERS INC	--	Sep 30, 25	-629	--
Atria Wealth Solutions, Inc.	54.63K	Jun 30, 25	+25.69K	0.03%
AVANTAX ADVISORY SERVICES, INC.	16.79K	Jun 30, 25	+26	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	12.76K	Jun 30, 25	+12.76K	0.01%
WINTRUST INVESTMENTS LLC	1.64K	Dec 31, 24	-150	0.00%
RAYMOND JAMES & ASSOCIATES	1.53M	Sep 30, 24	+162.29K	0.97%
Raymond James Financial Services Advisors, Inc.	802.06K	Sep 30, 24	+242.84K	0.51%
RAYMOND JAMES TRUST N.A.	108.26K	Sep 30, 24	+10.95K	0.07%
Edmonds Duncan Registered Investment Advisors, LLC	11.68K	Sep 30, 24	+222	0.01%
FinTrust Capital Advisors, LLC	1.33K	Sep 30, 24	--	0.00%
M&R CAPITAL MANAGEMENT INC	333	Sep 30, 24	--	0.00%
Flow State Investments, L.P.	--	Sep 30, 24	-118.41K	--
Gratus Capital LLC	11.25K	Jun 30, 24	+11.25K	0.01%
Relative Value Partners Group, LLC	--	Jun 30, 24	-10.00K	--
Cetera Advisor Networks LLC	87.53K	Mar 31, 24	-14.35K	0.06%
Cetera Advisors LLC	53.61K	Mar 31, 24	+21.44K	0.03%
Baystate Wealth Management LLC	1.52K	Dec 31, 23	+1.52K	0.00%
Golden Green, Inc.	103.23K	Sep 30, 23	+3.19K	0.07%
New Legacy Group, LLC	37.50K	Sep 30, 23	--	0.02%
Antonetti Capital Management LLC	3.77K	Sep 30, 23	+61	0.00%
Johnson Midwest Financial, LLC	1.50K	Sep 30, 23	--	0.00%
ASSET MANAGEMENT CORP /IL/ /ADV	17.33K	Mar 31, 23	-22.16K	0.01%
EATON VANCE MANAGEMENT	31.21K	Sep 30, 22	--	0.02%
American Portfolios Advisors	12.95K	Sep 30, 22	--	0.01%
FourThought Financial, LLC	3.39K	Sep 30, 22	--	0.00%
Brown Advisory Securities, LLC	--	Sep 30, 22	-10.64K	--
ADVISOR PARTNERS LLC	14.80K	Jun 30, 22	+14.80K	0.01%
Cordasco Financial Network	2.94K	Jun 30, 22	+44	0.00%
BAR HARBOR TRUST SERVICES	--	Jun 30, 22	-13.90K	--
NEXT Financial Group, Inc	4.10K	Dec 31, 21	+30	0.00%
REILLY FINANCIAL ADVISORS, LLC	3.22K	Dec 31, 21	--	0.00%
Castle Financial & Retirement Planning Associates, Inc.	152	Dec 31, 21	+152	0.00%
Ameritas Investment Company, LLC	26.19K	Sep 30, 21	+2.99K	0.02%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	24.82K	Sep 30, 21	+3.27K	0.02%
Sonora Investment Management, LLC	420	Sep 30, 21	--	0.00%
USCA RIA LLC	24.11K	Jun 30, 21	+305	0.02%
Pinnacle Wealth Advisors	12.25K	Jun 30, 21	+12.25K	0.01%
Winslow, Evans & Crocker, Inc.	7.60K	Dec 31, 20	-16.68K	0.00%
First Allied Advisory Services, Inc.	22.99K	Sep 30, 20	-8.38K	0.01%
Argent Wealth Management LLC	28.38K	Jun 30, 20	--	0.02%
Advisor Group, Inc.	134.93K	Dec 31, 19	-2.57K	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	65.21K	Dec 31, 19	-4.35K	0.04%
BB&T SECURITIES, LLC	29.37K	Sep 30, 19	+38	0.02%
HL FINANCIAL SERVICES LLC	30.94K	Mar 31, 19	-4.92K	0.02%
Vantage Investment Advisors, LLC	9.42K	Sep 30, 18	--	0.01%
BB&T INVESTMENT SERVICES, INC.	--	Dec 31, 17	-100	--
Concert Wealth Management Inc.	--	Sep 30, 17	-12.20K	--
Commonwealth Equity Services, Inc	155.48K	Jun 30, 17	+32.62K	0.10%
ARXIS SECURITIES LLC	--	Mar 31, 17	-20.77K	--
MSI Financial Services Inc	16.32K	Dec 31, 16	-1.68K	0.01%
VSR Financial Services, Inc.	--	Jun 30, 16	-18.88K	--
Carnick & Kubik, LLC	1.30K	Mar 31, 16	+1.30K	0.00%
SUSQUEHANNA TRUST & INVESTMENT CO	12.76K	Jun 30, 15	--	0.01%
COHEN & STEERS CAPITAL MANAGEMENT INC	1.79M	Mar 31, 15	+1.79M	1.14%
Relative Value Partners, LLC	1.25M	Mar 31, 15	-12.52K	0.79%
BAIRD ROBERT W & CO INC /WI/	10.87K	Mar 31, 15	-5.63K	0.01%
Dominick & Dominick LLC	10.00K	Dec 31, 14	--	0.01%
Gary Goldberg Planning Services Inc	9.16K	Dec 31, 14	--	0.01%
NEW ENGLAND SECURITIES CORP /MA/	1.00K	Dec 31, 14	--	0.00%
UBS AG	3.19M	Sep 30, 14	+303.49K	2.03%
WILMINGTON TRUST CO	10.00K	Jun 30, 14	--	0.01%
Jane Street Holding, LLC	30.53K	Dec 31, 13	+416	0.02%
STIFEL NICOLAUS & CO INC \MO\	242.51K	Sep 30, 13	+9.67K	0.15%
First Allied Securities, Inc.	7.66K	Jun 30, 12	-2.80K	0.00%
MERRIMAN, LLC	59.07K	Sep 30, 11	-13.45K	0.04%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.77M	Jun 30, 10	+166.33K	1.12%

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Holder

Date

Change

% Held

MORGAN STANLEY

13.04M

Mar 31, 26

+55.91K

8.28%

RAYMOND JAMES FINANCIAL INC

2.50M

Mar 31, 26

+16.21K

1.59%

WELLS FARGO & COMPANY/MN

2.16M

Mar 31, 26

+125.79K

1.37%

Invesco Ltd.

1.59M

Mar 31, 26

+173.02K

1.01%

LPL Financial LLC

1.29M

Mar 31, 26

+48.12K

0.82%

PRINCIPAL SECURITIES, INC.

1.12M

Mar 31, 26

-13.38K

0.71%

GUGGENHEIM CAPITAL LLC

853.44K

Mar 31, 26

-51.47K

0.54%

MATRIX PRIVATE CAPITAL GROUP LLC

805.72K

Mar 31, 26

+805.72K

0.51%

ROYAL BANK OF CANADA

637.45K

Mar 31, 26

-34.88K

0.40%

RFG Advisory, LLC

626.08K

Mar 31, 26

+12.69K

0.40%

ADVISOR GROUP HOLDINGS, INC.

600.72K

Mar 31, 26

+52.07K

0.38%

Baird Financial Group, Inc.

537.76K

Mar 31, 26

+21.79K

0.34%

UBS Group AG

521.09K

Mar 31, 26

-18.78K

0.33%

IHT Wealth Management, LLC

445.40K

Mar 31, 26

+30.38K

0.28%

Pathway Financial Advisers, LLC

440.23K

Mar 31, 26

+24.05K

0.28%

STIFEL FINANCIAL CORP

438.05K

Mar 31, 26

+24.39K

0.28%

AMERIPRISE FINANCIAL INC

415.44K

Mar 31, 26

-7.62K

0.26%

Janney Montgomery Scott LLC

382.25K

Mar 31, 26

+19.45K

0.24%

Cambridge Investment Research Advisors, Inc.

374.64K

Mar 31, 26

-2.58K

0.24%

Shaker Financial Services, LLC

368.54K

Mar 31, 26

+159.36K

0.23%

Cypress Capital Management LLC (WY)

362.18K

Mar 31, 26

+74.97K

0.23%

Rockefeller Capital Management L.P.

323.63K

Mar 31, 26

+21.00K

0.21%

COHEN & STEERS, INC.

310.62K

Mar 31, 26

+15.00K

0.20%

Cetera Investment Advisers

306.60K

Mar 31, 26

+48.08K

0.19%

CoreCap Advisors, LLC

300.00K

Mar 31, 26

+5.78K

0.19%

HighTower Advisors, LLC

289.41K

Mar 31, 26

+4.09K

0.18%

Advisors Asset Management, Inc.

240.25K

Mar 31, 26

-67.88K

0.15%

Private Advisor Group, LLC

239.29K

Mar 31, 26

+3.51K

0.15%

C2C Wealth Management, LLC

230.09K

Mar 31, 26

-3.50K

0.15%

Steward Partners Investment Advisory, LLC

212.05K

Mar 31, 26

-1.34K

0.13%

WOLVERINE ASSET MANAGEMENT LLC

197.45K

Mar 31, 26

+142.95K

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

182.62K

Mar 31, 26

+4.35K

0.12%

Heron Bay Capital Management

179.81K

Mar 31, 26

+452

0.11%

Aptus Capital Advisors, LLC

165.73K

Mar 31, 26

0.11%

GUARDIAN WEALTH ADVISORS, LLC / NC

164.23K

Mar 31, 26

0.10%

Merit Financial Group, LLC

145.18K

Mar 31, 26

-2.79K

0.09%

PARSONS CAPITAL MANAGEMENT INC/RI

144.95K

Mar 31, 26

-1.17K

0.09%

READYSTATE ASSET MANAGEMENT LP

137.92K

Mar 31, 26

+87.70K

0.09%

WEDBUSH SECURITIES INC

126.85K

Mar 31, 26

-11.84K

0.08%

Pointe Capital Management LLC

113.35K

Mar 31, 26

-1.97K

0.07%

Kestra Advisory Services, LLC

104.99K

Mar 31, 26

+32.95K

0.07%

GOLDMAN SACHS GROUP INC

100.06K

Mar 31, 26

-1.14K

0.06%

HARBOUR INVESTMENTS, INC.

93.43K

Mar 31, 26

+70.04K

0.06%

Kingsview Wealth Management, LLC

80.95K

Mar 31, 26

+1.03K

0.05%

FIFTH THIRD BANCORP

78.51K

Mar 31, 26

+70.40K

0.05%

SMITH, MOORE & CO.

77.85K

Mar 31, 26

+2.68K

0.05%

Sanctuary Advisors, LLC

72.39K

Mar 31, 26

+144

0.05%

MERCER GLOBAL ADVISORS INC /ADV

64.78K

Mar 31, 26

-3.13K

0.04%

Jefferies Financial Group Inc.

58.46K

Mar 31, 26

+17.22K

0.04%

RESOURCES MANAGEMENT CORP /CT/ /ADV

57.20K

Mar 31, 26

0.04%

Gladstone Institutional Advisory LLC

56.77K

Mar 31, 26

+98

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

53.03K

Mar 31, 26

+2.08K

0.03%

Morey & Quinn Wealth Partners, LLC

50.87K

Mar 31, 26

-282

0.03%

CI Private Wealth, LLC

50.70K

Mar 31, 26

+17.72K

0.03%

David J Yvars Group

48.29K

Mar 31, 26

+4.83K

0.03%

Summit Financial, LLC

46.26K

Mar 31, 26

-225

0.03%

Mariner, LLC

45.58K

Mar 31, 26

-8.97K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

45.55K

Mar 31, 26

+2.10K

0.03%

Creative Planning

44.99K

Mar 31, 26

+594

0.03%

WEALTH EFFECTS LLC

44.81K

Mar 31, 26

-560

0.03%

ELCO Management Co., LLC

44.39K

Mar 31, 26

-1.00K

0.03%

Ignite Planners, LLC

44.20K

Mar 31, 26

-1.26K

0.03%

TRUIST FINANCIAL CORP

44.07K

Mar 31, 26

-408

0.03%

Beacon Pointe Advisors, LLC

43.56K

Mar 31, 26

+10.36K

0.03%

NWF Advisory Services Inc.

42.87K

Mar 31, 26

-4.80K

0.03%

Summit Investment Advisory Services, LLC

41.70K

Mar 31, 26

-7.37K

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

40.27K

Mar 31, 26

+660

0.03%

Ameritas Advisory Services, LLC

39.98K

Mar 31, 26

-200

0.03%

LaSalle St. Investment Advisors, LLC

39.98K

Mar 31, 26

0.03%

SHIKIAR ASSET MANAGEMENT INC

39.87K

Mar 31, 26

0.03%

Colony Group, LLC

38.21K

Mar 31, 26

-592

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

38.09K

Mar 31, 26

+5.46K

0.02%

Brand Asset Management Group, Inc.

36.66K

Mar 31, 26

0.02%

Atomi Financial Group, Inc.

35.97K

Mar 31, 26

-46.89K

0.02%

Stratos Wealth Advisors, LLC

32.27K

Mar 31, 26

0.02%

Flaharty Asset Management, LLC

31.30K

Mar 31, 26

-1.18K

0.02%

Formidable Asset Management, LLC

31.25K

Mar 31, 26

0.02%

COMMERCE BANK

30.74K

Mar 31, 26

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

30.50K

Mar 31, 26

-13.15K

0.02%

Cypress Capital Group

30.39K

Mar 31, 26

+30.39K

0.02%

U.S. Capital Wealth Advisors, LLC

29.36K

Mar 31, 26

+5.46K

0.02%

BENJAMIN EDWARDS INC

28.69K

Mar 31, 26

+335

0.02%

MML INVESTORS SERVICES, LLC

27.64K

Mar 31, 26

-2.21K

0.02%

CAPTRUST FINANCIAL ADVISORS

27.55K

Mar 31, 26

+2.53K

0.02%

GREENLEAF TRUST

27.46K

Mar 31, 26

-8.93K

0.02%

BOOTHBAY FUND MANAGEMENT, LLC

26.15K

Mar 31, 26

+26.15K

0.02%

M Holdings Securities, Inc.

25.61K

Mar 31, 26

-2.30K

0.02%

Ameritas Investment Partners, Inc.

25.23K

Mar 31, 26

+763

0.02%

Concurrent Investment Advisors, LLC

24.73K

Mar 31, 26

-7.74K

0.02%

Seek First Inc.

22.25K

Mar 31, 26

+449

0.01%

Fiduciary Alliance LLC

21.95K

Mar 31, 26

-950

0.01%

Pensionmark Financial Group, LLC

21.75K

Mar 31, 26

-134.41K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

21.73K

Mar 31, 26

-10.03K

0.01%

Onyx Bridge Wealth Group LLC

21.51K

Mar 31, 26

+416

0.01%

Burford Brothers, Inc.

21.40K

Mar 31, 26

0.01%

ENVESTNET ASSET MANAGEMENT INC

21.30K

Mar 31, 26

+3.61K

0.01%

Waverly Advisors, LLC

20.98K

Mar 31, 26

+20.98K

0.01%

NICOLET BANKSHARES INC

20.71K

Mar 31, 26

+20.71K

0.01%

Mendel Capital Management LLC

20.19K

Mar 31, 26

+20.19K

0.01%

Procyon Advisors, LLC

19.48K

Mar 31, 26

+6.72K

0.01%

Wealth Alliance

18.92K

Mar 31, 26

-1.55K

0.01%

Stratos Wealth Partners, LTD.

18.44K

Mar 31, 26

-1.58K

0.01%

D.A. DAVIDSON & CO.

18.41K

Mar 31, 26

0.01%

XTX Topco Ltd

18.10K

Mar 31, 26

+18.10K

0.01%

MONOGRAPH WEALTH ADVISORS, LLC

18.00K

Mar 31, 26

-295

0.01%

Syverson Strege & Co

17.66K

Mar 31, 26

0.01%

Compass Planning Associates Inc

17.45K

Mar 31, 26

0.01%

Exchange Bank

16.66K

Mar 31, 26

+16.66K

0.01%

Capital Wealth Alliance, LLC

16.47K

Mar 31, 26

0.01%

Blue Chip Partners, LLC

15.45K

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

15.21K

Mar 31, 26

0.01%

Quantum Private Wealth, LLC

15.00K

Mar 31, 26

0.01%

Capital Investment Advisory Services, LLC

14.92K

Mar 31, 26

-7.64K

0.01%

MISSION WEALTH MANAGEMENT, LP

14.50K

Mar 31, 26

0.01%

OPPENHEIMER & CO INC

14.30K

Mar 31, 26

+2.06K

0.01%

Confluence Wealth Services, Inc.

14.29K

Mar 31, 26

-1.05K

0.01%

Marex Group plc

14.19K

Mar 31, 26

+14.19K

0.01%

CreativeOne Wealth, LLC

14.17K

Mar 31, 26

0.01%

Equitable Holdings, Inc.

13.38K

Mar 31, 26

+322

0.01%

Strategic Financial Concepts, LLC

13.30K

Mar 31, 26

+13.30K

0.01%

Kapstone Financial Advisors LLC

13.27K

Mar 31, 26

+2.00K

0.01%

CVFG LLC

13.24K

Mar 31, 26

+1.39K

0.01%

BROWN ADVISORY INC

13.13K

Mar 31, 26

+24

0.01%

Garden State Investment Advisory Services LLC

13.09K

Mar 31, 26

-1.44K

0.01%

Milestone Asset Management Group, LLC

12.84K

Mar 31, 26

0.01%

TCG Advisory Services, LLC

12.70K

Mar 31, 26

+2.37K

0.01%

Virtu Financial LLC

12.38K

Mar 31, 26

+12.38K

0.01%

DUDLEY CAPITAL MANAGEMENT, LLC

12.26K

Mar 31, 26

+97

0.01%

Chicago Partners Investment Group LLC

11.59K

Mar 31, 26

-916

0.01%

Sequoia Financial Advisors, LLC

11.48K

Mar 31, 26

+11.48K

0.01%

Cerity Partners LLC

11.40K

Mar 31, 26

+183

0.01%

MAI Capital Management

11.35K

Mar 31, 26

+1.09K

0.01%

Mutual Advisors, LLC

11.35K

Mar 31, 26

+141

0.01%

Golden State Equity Partners

11.00K

Mar 31, 26

0.01%

STEPHENS INC /AR/

10.86K

Mar 31, 26

+43

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.82K

Mar 31, 26

+10.82K

0.01%

Dynamic Advisor Solutions LLC

10.70K

Mar 31, 26

+10.70K

0.01%

Uncommon Cents Investing LLC

10.38K

Mar 31, 26

0.01%

Krilogy Financial LLC

10.36K

Mar 31, 26

0.01%

Wealthcare Advisory Partners LLC

10.18K

Mar 31, 26

+113

0.01%

Retirement Planning Group

10.14K

Mar 31, 26

0.01%

WealthCare Investment Partners, LLC

10.00K

Mar 31, 26

0.01%

BEACON INVESTMENT ADVISORY SERVICES, INC.

10.00K

Mar 31, 26

+10.00K

0.01%

US BANCORP \DE\

7.61K

Mar 31, 26

0.00%

Millstone Evans Group, LLC

6.32K

Mar 31, 26

0.00%

Allworth Financial LP

6.32K

Mar 31, 26

-1.65K

0.00%

CITY HOLDING CO

6.00K

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

5.51K

Mar 31, 26

+410

0.00%

Farther Finance Advisors, LLC

5.38K

Mar 31, 26

+101

0.00%

Advisory Services Network, LLC

5.21K

Mar 31, 26

+5.21K

0.00%

Parallel Advisors, LLC

5.00K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

4.99K

Mar 31, 26

+4.99K

0.00%

Princeton Global Asset Management LLC

4.98K

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

4.83K

Mar 31, 26

0.00%

CNB Bank

4.59K

Mar 31, 26

0.00%

ASSETMARK, INC

3.98K

Mar 31, 26

+658

0.00%

PRIVATE TRUST CO NA

3.97K

Mar 31, 26

-65

0.00%

HHM Wealth Advisors, LLC

3.80K

Mar 31, 26

+77

0.00%

CHILTON CAPITAL MANAGEMENT LLC

3.70K

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

3.49K

Mar 31, 26

-457

0.00%

BlackRock, Inc.

3.38K

Mar 31, 26

-27

0.00%

Activest Wealth Management

3.33K

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

3.25K

Mar 31, 26

0.00%

Bogart Wealth, LLC

3.23K

Mar 31, 26

0.00%

Mascoma Wealth Management LLC

3.19K

Mar 31, 26

0.00%

Quarry LP

3.06K

Mar 31, 26

+3.06K

0.00%

Plante Moran Financial Advisors, LLC

2.84K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

2.67K

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

2.44K

Mar 31, 26

0.00%

EASTERN BANK

2.34K

Mar 31, 26

0.00%

Magnolia Wealth Management, LLC

2.33K

Mar 31, 26

+2.33K

0.00%

Hughes Financial Services, LLC

2.12K

Mar 31, 26

0.00%

Lodestone Wealth Management LLC

2.00K

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

1.80K

Mar 31, 26

0.00%

MCF Advisors LLC

1.74K

Mar 31, 26

0.00%

CWM, LLC

1.61K

Mar 31, 26

-172

0.00%

Key FInancial Inc

1.60K

Mar 31, 26

0.00%

TD Capital Management LLC

1.30K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

1.00K

Mar 31, 26

-1.56K

0.00%

Ronald Blue Trust, Inc.

1.00K

Mar 31, 26

0.00%

Financial Management Professionals, Inc.

1.00K

Mar 31, 26

0.00%

Spire Wealth Management

1.00K

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

992

Mar 31, 26

0.00%

Rossby Financial, LCC

863

Mar 31, 26

+863

0.00%

AdvisorNet Financial, Inc

618

Mar 31, 26

0.00%

Dunhill Financial, LLC

533

Mar 31, 26

0.00%

Byrne Asset Management LLC

400

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

359

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

200

Mar 31, 26

+200

0.00%

Frazier Financial Advisors, LLC

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

CHOREO, LLC

Mar 31, 26

-27.39K

Gen-Wealth Partners Inc

Mar 31, 26

-850

Clearstead Advisors, LLC

Mar 31, 26

-15.53K

Focused Wealth Management, Inc

Mar 31, 26

-10.82K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-19.67K

Turim 21 Investimentos Ltda.

Mar 31, 26

-1.15K

Karpus Management, Inc.

Mar 31, 26

-130

B. Riley Wealth Advisors, Inc.

Mar 31, 26

-11.10K

Sigma Planning Corp

Mar 31, 26

-10.64K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-10.58K

JANE STREET GROUP, LLC

Mar 31, 26

-76.11K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-2.55K

IFP Advisors, Inc

Mar 31, 26

-500

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-55

BANK OF AMERICA CORP /DE/

844.56K

Dec 31, 25

+37.55K

0.54%

GPS Wealth Strategies Group, LLC

113.69K

Dec 31, 25

-117.23K

0.07%

COMERICA BANK

71.34K

Dec 31, 25

-4.31K

0.05%

NewEdge Advisors, LLC

65.99K

Dec 31, 25

-1.99K

0.04%

CENTAURUS FINANCIAL, INC.

44.56K

Dec 31, 25

+1.75K

0.03%

Strait & Sound Wealth Management LLC

37.56K

Dec 31, 25

+251

0.02%

Arete Wealth Advisors, LLC

27.14K

Dec 31, 25

-54

0.02%

NICOLET ADVISORY SERVICES, LLC

22.05K

Dec 31, 25

-952

0.01%

Global Retirement Partners, LLC

8.33K

Dec 31, 25

-1.03K

0.01%

REDMONT WEALTH ADVISORS LLC

5.14K

Dec 31, 25

0.00%

Twin Lakes Capital Management, LLC

3.30K

Dec 31, 25

+61

0.00%

CIBC Private Wealth Group, LLC

2.41K

Dec 31, 25

0.00%

Asset Dedication, LLC

700

Dec 31, 25

+700

0.00%

CoreFirst Bank & Trust

625

Dec 31, 25

0.00%

Sonora Investment Management Group, LLC

10.31K

Sep 30, 25

0.01%

L.M. KOHN & COMPANY

Sep 30, 25

-18.96K

PINNACLE FINANCIAL PARTNERS INC

Sep 30, 25

-629

Atria Wealth Solutions, Inc.

54.63K

Jun 30, 25

+25.69K

0.03%

AVANTAX ADVISORY SERVICES, INC.

16.79K

Jun 30, 25

+26

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

12.76K

Jun 30, 25

+12.76K

0.01%

WINTRUST INVESTMENTS LLC

1.64K

Dec 31, 24

-150

0.00%

RAYMOND JAMES & ASSOCIATES

1.53M

Sep 30, 24

+162.29K

0.97%

Raymond James Financial Services Advisors, Inc.

802.06K

Sep 30, 24

+242.84K

0.51%

RAYMOND JAMES TRUST N.A.

108.26K

Sep 30, 24

+10.95K

0.07%

Edmonds Duncan Registered Investment Advisors, LLC

11.68K

Sep 30, 24

+222

0.01%

FinTrust Capital Advisors, LLC

1.33K

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

333

Sep 30, 24

0.00%

Flow State Investments, L.P.

Sep 30, 24

-118.41K

Gratus Capital LLC

11.25K

Jun 30, 24

+11.25K

0.01%

Relative Value Partners Group, LLC

Jun 30, 24

-10.00K

Cetera Advisor Networks LLC

87.53K

Mar 31, 24

-14.35K

0.06%

Cetera Advisors LLC

53.61K

Mar 31, 24

+21.44K

0.03%

Baystate Wealth Management LLC

1.52K

Dec 31, 23

+1.52K

0.00%

Golden Green, Inc.

103.23K

Sep 30, 23

+3.19K

0.07%

New Legacy Group, LLC

37.50K

Sep 30, 23

0.02%

Antonetti Capital Management LLC

3.77K

Sep 30, 23

+61

0.00%

Johnson Midwest Financial, LLC

1.50K

Sep 30, 23

0.00%

ASSET MANAGEMENT CORP /IL/ /ADV

17.33K

Mar 31, 23

-22.16K

0.01%

EATON VANCE MANAGEMENT

31.21K

Sep 30, 22

0.02%

American Portfolios Advisors

12.95K

Sep 30, 22

0.01%

FourThought Financial, LLC

3.39K

Sep 30, 22

0.00%

Brown Advisory Securities, LLC

Sep 30, 22

-10.64K

ADVISOR PARTNERS LLC

14.80K

Jun 30, 22

+14.80K

0.01%

Cordasco Financial Network

2.94K

Jun 30, 22

+44

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

-13.90K

NEXT Financial Group, Inc

4.10K

Dec 31, 21

+30

0.00%

REILLY FINANCIAL ADVISORS, LLC

3.22K

Dec 31, 21

0.00%

Castle Financial & Retirement Planning Associates, Inc.

152

Dec 31, 21

+152

0.00%

Ameritas Investment Company, LLC

26.19K

Sep 30, 21

+2.99K

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

24.82K

Sep 30, 21

+3.27K

0.02%

Sonora Investment Management, LLC

420

Sep 30, 21

0.00%

USCA RIA LLC

24.11K

Jun 30, 21

+305

0.02%

Pinnacle Wealth Advisors

12.25K

Jun 30, 21

+12.25K

0.01%

Winslow, Evans & Crocker, Inc.

7.60K

Dec 31, 20

-16.68K

0.00%

First Allied Advisory Services, Inc.

22.99K

Sep 30, 20

-8.38K

0.01%

Argent Wealth Management LLC

28.38K

Jun 30, 20

0.02%

Advisor Group, Inc.

134.93K

Dec 31, 19

-2.57K

0.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

65.21K

Dec 31, 19

-4.35K

0.04%

BB&T SECURITIES, LLC

29.37K

Sep 30, 19

+38

0.02%

HL FINANCIAL SERVICES LLC

30.94K

Mar 31, 19

-4.92K

0.02%

Vantage Investment Advisors, LLC

9.42K

Sep 30, 18

0.01%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

-100

Concert Wealth Management Inc.

Sep 30, 17

-12.20K

Commonwealth Equity Services, Inc

155.48K

Jun 30, 17

+32.62K

0.10%

ARXIS SECURITIES LLC

Mar 31, 17

-20.77K

MSI Financial Services Inc

16.32K

Dec 31, 16

-1.68K

0.01%

VSR Financial Services, Inc.

Jun 30, 16

-18.88K

Carnick & Kubik, LLC

1.30K

Mar 31, 16

+1.30K

0.00%

SUSQUEHANNA TRUST & INVESTMENT CO

12.76K

Jun 30, 15

0.01%

COHEN & STEERS CAPITAL MANAGEMENT INC

1.79M

Mar 31, 15

+1.79M

1.14%

Relative Value Partners, LLC

1.25M

Mar 31, 15

-12.52K

0.79%

BAIRD ROBERT W & CO INC /WI/

10.87K

Mar 31, 15

-5.63K

0.01%

Dominick & Dominick LLC

10.00K

Dec 31, 14

0.01%

Gary Goldberg Planning Services Inc

9.16K

Dec 31, 14

0.01%

NEW ENGLAND SECURITIES CORP /MA/

1.00K

Dec 31, 14

0.00%

UBS AG

3.19M

Sep 30, 14

+303.49K

2.03%

WILMINGTON TRUST CO

10.00K

Jun 30, 14

0.01%

Jane Street Holding, LLC

30.53K

Dec 31, 13

+416

0.02%

STIFEL NICOLAUS & CO INC \MO\

242.51K

Sep 30, 13

+9.67K

0.15%

First Allied Securities, Inc.

7.66K

Jun 30, 12

-2.80K

0.00%

MERRIMAN, LLC

59.07K

Sep 30, 11

-13.45K

0.04%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.77M

Jun 30, 10

+166.33K

1.12%