Eaton Vance Tax-Advantaged Dividend Income Fund(EVT)

$29.14—

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Eaton Vance Tax-Advantaged Dividend Income Fund(EVT)

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$29.14—

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EVT(EVT)

EVT

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 224 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	1.02M	Jun 30, 26	+6.94K	1.37%
MORGAN STANLEY	991.44K	Jun 30, 26	+18.10K	1.33%
1607 Capital Partners, LLC	946.95K	Jun 30, 26	+105.37K	1.27%
UBS Group AG	902.53K	Jun 30, 26	+9.76K	1.21%
BANK OF AMERICA CORP /DE/	817.70K	Jun 30, 26	-66.25K	1.10%
McGowan Group Asset Management, Inc.	777.15K	Jun 30, 26	-7.65K	1.04%
WELLS FARGO & COMPANY/MN	763.63K	Jun 30, 26	+35.01K	1.02%
Joel Isaacson & Co., LLC	727.30K	Jun 30, 26	-4.64K	0.98%
LPL Financial LLC	538.36K	Jun 30, 26	+15.22K	0.72%
Stratos Wealth Partners, LTD.	433.69K	Jun 30, 26	-25.27K	0.58%
Karpus Management, Inc.	412.72K	Jun 30, 26	-3.65K	0.55%
GUGGENHEIM CAPITAL LLC	375.58K	Jun 30, 26	-20.91K	0.50%
Kingstone Capital Partners Texas, LLC	369.49K	Jun 30, 26	+27.87K	0.50%
ADVISOR GROUP HOLDINGS, INC.	314.08K	Jun 30, 26	+15.78K	0.42%
Private Advisor Group, LLC	247.10K	Jun 30, 26	+33.30K	0.33%
AMERIPRISE FINANCIAL INC	229.86K	Jun 30, 26	-25.61K	0.31%
Advisors Asset Management, Inc.	218.58K	Jun 30, 26	-49.79K	0.29%
Rockefeller Capital Management L.P.	208.41K	Jun 30, 26	+14.91K	0.28%
ROYAL BANK OF CANADA	196.43K	Jun 30, 26	+6.89K	0.26%
Cetera Investment Advisers	172.88K	Jun 30, 26	+21.98K	0.23%
Steward Partners Investment Advisory, LLC	159.16K	Jun 30, 26	+7.15K	0.21%
FIRST TRUST ADVISORS LP	156.28K	Jun 30, 26	+3.12K	0.21%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	153.94K	Jun 30, 26	+7.73K	0.21%
WILEY BROS.-AINTREE CAPITAL, LLC	146.49K	Jun 30, 26	+6.31K	0.20%
COMMONWEALTH EQUITY SERVICES, LLC	120.20K	Jun 30, 26	-7.29K	0.16%
NewEdge Advisors, LLC	120.14K	Jun 30, 26	+97.41K	0.16%
Spire Wealth Management	115.60K	Jun 30, 26	-6.01K	0.16%
Formidable Asset Management, LLC	112.16K	Jun 30, 26	-1.53K	0.15%
Allspring Global Investments Holdings, LLC	98.41K	Jun 30, 26	+28.43K	0.13%
Sanctuary Advisors, LLC	93.03K	Jun 30, 26	+7.60K	0.12%
MRA Advisory Group	89.14K	Jun 30, 26	+1.70K	0.12%
1776 Wealth LLC	76.29K	Jun 30, 26	--	0.10%
Cambridge Investment Research Advisors, Inc.	76.19K	Jun 30, 26	+431	0.10%
Accel Wealth Management	74.65K	Jun 30, 26	-7.98K	0.10%
HighTower Advisors, LLC	71.69K	Jun 30, 26	+14.03K	0.10%
Samalin Investment Counsel, LLC	64.79K	Jun 30, 26	+28.09K	0.09%
Janney Montgomery Scott LLC	56.49K	Jun 30, 26	+4.32K	0.08%
PNC FINANCIAL SERVICES GROUP, INC.	56.08K	Jun 30, 26	-196	0.08%
MML INVESTORS SERVICES, LLC	50.28K	Jun 30, 26	+5.80K	0.07%
STIFEL FINANCIAL CORP	47.66K	Jun 30, 26	-1.14K	0.06%
Meridian Wealth Management, LLC	46.14K	Jun 30, 26	+1.07K	0.06%
Saba Capital Management, L.P.	44.17K	Jun 30, 26	+44.17K	0.06%
Founders Financial Alliance, LLC	40.26K	Jun 30, 26	+1.72K	0.05%
Mariner, LLC	39.65K	Jun 30, 26	-241	0.05%
HOLLENCREST CAPITAL MANAGEMENT	35.45K	Jun 30, 26	--	0.05%
Prospera Financial Services Inc	34.43K	Jun 30, 26	+280	0.05%
Creative Planning	30.57K	Jun 30, 26	+3.53K	0.04%
Snowden Capital Advisors LLC	27.90K	Jun 30, 26	+6.25K	0.04%
Colony Group, LLC	27.62K	Jun 30, 26	+7.16K	0.04%
Sowell Financial Services LLC	27.35K	Jun 30, 26	+550	0.04%
True North Advisors, LLC	27.00K	Jun 30, 26	+27.00K	0.04%
Baird Financial Group, Inc.	26.79K	Jun 30, 26	+1.00K	0.04%
Cornerstone Wealth Management, LLC	26.31K	Jun 30, 26	+791	0.04%
Sequoia Financial Advisors, LLC	25.82K	Jun 30, 26	+25.82K	0.03%
XTX Topco Ltd	25.63K	Jun 30, 26	+25.63K	0.03%
CI Private Wealth, LLC	25.44K	Jun 30, 26	-1.70K	0.03%
AQR CAPITAL MANAGEMENT LLC	25.27K	Jun 30, 26	+2.77K	0.03%
Live Oak Private Wealth LLC	24.59K	Jun 30, 26	--	0.03%
COMMONS CAPITAL, LLC	24.03K	Jun 30, 26	+1.47K	0.03%
DENVER WEALTH MANAGEMENT, INC.	23.98K	Jun 30, 26	-44	0.03%
SILVERLAKE WEALTH MANAGEMENT LLC	21.77K	Jun 30, 26	--	0.03%
SHIKIAR ASSET MANAGEMENT INC	20.00K	Jun 30, 26	--	0.03%
Summit Investment Advisory Services, LLC	19.72K	Jun 30, 26	+129	0.03%
INSIGNEO ADVISORY SERVICES, LLC	19.50K	Jun 30, 26	--	0.03%
JGP Wealth Management, LLC	18.94K	Jun 30, 26	--	0.03%
Prime Capital Investment Advisors, LLC	18.85K	Jun 30, 26	-639	0.03%
DAVENPORT & Co LLC	18.60K	Jun 30, 26	--	0.02%
ENVESTNET ASSET MANAGEMENT INC	18.37K	Jun 30, 26	+2.19K	0.02%
AlphaCore Capital LLC	17.24K	Jun 30, 26	+317	0.02%
Summit Financial, LLC	16.84K	Jun 30, 26	+101	0.02%
Wealth Alliance Advisory Group, LLC	16.64K	Jun 30, 26	--	0.02%
Heritage Trust Co	15.88K	Jun 30, 26	--	0.02%
Advisors Capital Management, LLC	15.23K	Jun 30, 26	+15.23K	0.02%
Richmond Investment Services, LLC	15.11K	Jun 30, 26	-15.68K	0.02%
FIDUCIARY TRUST CO	15.05K	Jun 30, 26	--	0.02%
Beacon Pointe Advisors, LLC	14.94K	Jun 30, 26	+14.94K	0.02%
JANE STREET GROUP, LLC	14.55K	Jun 30, 26	+14.55K	0.02%
Allworth Financial LP	13.83K	Jun 30, 26	+5.57K	0.02%
Johnson & White Wealth Management, LLC	13.52K	Jun 30, 26	-5	0.02%
MGO ONE SEVEN LLC	13.49K	Jun 30, 26	+13.49K	0.02%
Cerity Partners LLC	13.36K	Jun 30, 26	-353	0.02%
EP Wealth Advisors, LLC	13.22K	Jun 30, 26	+13.22K	0.02%
STEVENS CAPITAL PARTNERS	13.00K	Jun 30, 26	+13.00K	0.02%
Abel Hall, LLC	13.00K	Jun 30, 26	--	0.02%
Stonebridge Financial Planning Group, LLC	13.00K	Jun 30, 26	--	0.02%
Concurrent Investment Advisors, LLC	12.94K	Jun 30, 26	+46	0.02%
OPPENHEIMER & CO INC	12.75K	Jun 30, 26	+82	0.02%
Financial Security Advisor, Inc.	12.50K	Jun 30, 26	--	0.02%
WEDBUSH SECURITIES INC	11.97K	Jun 30, 26	+241	0.02%
Kovack Advisors, Inc.	11.78K	Jun 30, 26	-5.35K	0.02%
HBK Sorce Advisory LLC	11.65K	Jun 30, 26	+1.00K	0.02%
Pensionmark Financial Group, LLC	11.28K	Jun 30, 26	-1.88K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	11.05K	Jun 30, 26	-927	0.01%
Dynamic Advisor Solutions LLC	10.91K	Jun 30, 26	+150	0.01%
North Star Investment Management Corp.	10.89K	Jun 30, 26	-1.44K	0.01%
HANCOCK WHITNEY CORP	10.66K	Jun 30, 26	--	0.01%
Cresset Asset Management, LLC	10.02K	Jun 30, 26	+183	0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.00K	Jun 30, 26	--	0.01%
Axiom Investment Management LLC	9.96K	Jun 30, 26	+1.87K	0.01%
CITADEL ADVISORS LLC	9.74K	Jun 30, 26	+9.74K	0.01%
SMH CAPITAL ADVISORS INC	9.35K	Jun 30, 26	+354	0.01%
Dakota Wealth Management	9.01K	Jun 30, 26	--	0.01%
WOLVERINE ASSET MANAGEMENT LLC	8.87K	Jun 30, 26	+8.87K	0.01%
VISTA INVESTMENT PARTNERS II, LLC	8.50K	Jun 30, 26	--	0.01%
Next Level Private LLC	8.29K	Jun 30, 26	+8.29K	0.01%
COMMERCE BANK	8.00K	Jun 30, 26	+8.00K	0.01%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	7.55K	Jun 30, 26	+7.55K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.53K	Jun 30, 26	+7.53K	0.01%
NorthStar Asset Management LLC /NJ/	7.40K	Jun 30, 26	-1.94K	0.01%
STEPHENS INC /AR/	7.26K	Jun 30, 26	+7.26K	0.01%
PRIVATE TRUST CO NA	5.27K	Jun 30, 26	+32	0.01%
Institute for Wealth Management, LLC.	5.11K	Jun 30, 26	+5.11K	0.01%
NBC SECURITIES, INC.	4.85K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.00K	Jun 30, 26	+4.00K	0.01%
HARBOUR INVESTMENTS, INC.	3.45K	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	3.16K	Jun 30, 26	-2.04K	0.00%
Investors Research Corp	3.15K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	3.12K	Jun 30, 26	-5	0.00%
Geneos Wealth Management Inc.	2.96K	Jun 30, 26	+2.96K	0.00%
Bank & Trust Co	2.73K	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	2.69K	Jun 30, 26	+2.69K	0.00%
Noble Wealth Management PBC	2.60K	Jun 30, 26	-441	0.00%
Parvin Asset Management, LLC	2.35K	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	2.05K	Jun 30, 26	-101	0.00%
BOK Financial Private Wealth, Inc.	1.72K	Jun 30, 26	--	0.00%
GAMMA Investing LLC	1.50K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1.50K	Jun 30, 26	--	0.00%
MARYLAND CAPITAL ADVISORS INC.	1.38K	Jun 30, 26	+1.38K	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.24K	Jun 30, 26	-343	0.00%
N.E.W. Advisory Services LLC	1.02K	Jun 30, 26	-2.00K	0.00%
Farther Finance Advisors, LLC	920	Jun 30, 26	+4	0.00%
Concord Wealth Partners	875	Jun 30, 26	+875	0.00%
Atlantic Union Bankshares Corp	800	Jun 30, 26	--	0.00%
Kennebec Savings Bank	796	Jun 30, 26	+600	0.00%
EverSource Wealth Advisors, LLC	700	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	588	Jun 30, 26	+11	0.00%
Community Financial Services Group, LLC	500	Jun 30, 26	--	0.00%
Kilter Group LLC	500	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	499	Jun 30, 26	+499	0.00%
Vermillion Wealth Management, Inc.	439	Jun 30, 26	+22	0.00%
Bruce G. Allen Investments, LLC	425	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	359	Jun 30, 26	+359	0.00%
Golden State Equity Partners	305	Jun 30, 26	-1.74K	0.00%
MB, LEVIS & ASSOCIATES, LLC	201	Jun 30, 26	+201	0.00%
ASSETMARK, INC	168	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	26	Jun 30, 26	+26	0.00%
IFG Advisory, LLC	9	Jun 30, 26	+9	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
BlackRock, Inc.	1	Jun 30, 26	--	0.00%
MAI Capital Management	--	Jun 30, 26	-492	--
Simplicity Wealth,LLC	--	Jun 30, 26	-11.47K	--
US BANCORP \DE\	--	Jun 30, 26	-204	--
Calamos Advisors LLC	--	Jun 30, 26	-11.92K	--
COOPER/HAIMS ADVISORS, LLC	--	Jun 30, 26	-9.14K	--
Shaker Financial Services, LLC	--	Jun 30, 26	-62.33K	--
Independent Advisor Alliance	--	Jun 30, 26	-14.20K	--
RFG Advisory, LLC	--	Jun 30, 26	-11.76K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-50.31K	--
Advisory Services Network, LLC	--	Jun 30, 26	-300	--
OLD POINT TRUST & FINANCIAL SERVICES N A	--	Jun 30, 26	-901	--
Sound Income Strategies, LLC	--	Jun 30, 26	-15.03K	--
Rossby Financial, LCC	--	Jun 30, 26	-213	--
VAUGHAN DAVID INVESTMENTS LLC/IL	--	Jun 30, 26	-8.37K	--
CWM, LLC	12.10K	Mar 31, 26	+190	0.02%
Kingsview Wealth Management, LLC	11.35K	Mar 31, 26	--	0.02%
MGB Wealth Management, LLC	11.47K	Dec 31, 25	--	0.02%
COMERICA BANK	5.20K	Dec 31, 25	-3.94K	0.01%
ORG Partners LLC	1.74K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	1.20K	Dec 31, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	19.91K	Jun 30, 25	+608	0.03%
Atria Wealth Solutions, Inc.	13.71K	Jun 30, 25	+2.06K	0.02%
Private Portfolio Partners LLC	10.15K	Dec 31, 24	--	0.01%
AlphaMark Advisors, LLC	3.00K	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	338.92K	Sep 30, 24	-7.19K	0.45%
Raymond James Financial Services Advisors, Inc.	313.71K	Sep 30, 24	+10.09K	0.42%
LifePro Asset Management	11.47K	Sep 30, 24	--	0.02%
RAYMOND JAMES TRUST N.A.	8.49K	Sep 30, 24	+8.49K	0.01%
Flow State Investments, L.P.	--	Sep 30, 24	-79.71K	--
BUCKINGHAM STRATEGIC WEALTH, LLC	16.19K	Jun 30, 24	--	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	500	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	61.11K	Mar 31, 24	+5.82K	0.08%
Cetera Advisors LLC	21.34K	Mar 31, 24	+5.79K	0.03%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	151.44K	Sep 30, 23	+6.70K	0.20%
Endurance Wealth Management, Inc.	2.50K	Jun 30, 23	--	0.00%
Ahrens Investment Partners LLC	200	Mar 31, 23	+200	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	16	Dec 31, 22	+16	0.00%
EATON VANCE MANAGEMENT	31.38K	Sep 30, 22	--	0.04%
Strategic Asset Management, LLC	800	Sep 30, 22	--	0.00%
FourThought Financial, LLC	132	Sep 30, 22	+132	0.00%
American Portfolios Advisors	--	Sep 30, 22	-1.26K	--
Barrett Asset Management, LLC	--	Mar 31, 22	-1.10K	--
NEXT Financial Group, Inc	3.40K	Dec 31, 21	+202	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	13.11K	Sep 30, 21	+2.20K	0.02%
Sonora Investment Management, LLC	400	Sep 30, 21	--	0.00%
FormulaFolio Investments, LLC	1.08K	Jun 30, 21	--	0.00%
TCF National Bank	11.00K	Mar 31, 21	--	0.01%
OLD MISSION CAPITAL, LLC	11.00K	Dec 31, 20	+11.00K	0.01%
Jolley Asset Management, LLC	24.59K	Mar 31, 20	--	0.03%
Advisor Group, Inc.	113.72K	Dec 31, 19	-21.94K	0.15%
LADENBURG THALMANN FINANCIAL SERVICES INC.	90.97K	Dec 31, 19	-2.15K	0.12%
CAPITAL ONE, NATIONAL ASSOCIATION	9.60K	Dec 31, 19	+9.60K	0.01%
Capital One Investing, Inc.	11.00K	Sep 30, 19	-9.30K	0.01%
SUNTRUST BANKS INC	8.68K	Sep 30, 19	+8.68K	0.01%
CHEMICAL BANK	11.00K	Jun 30, 19	--	0.01%
Lourd Capital, LLC	10.62K	Jun 30, 19	--	0.01%
HL FINANCIAL SERVICES LLC	9.10K	Mar 31, 19	+9.10K	0.01%
NEXT Financial Holdings	105	Mar 31, 19	+105	0.00%
KHP Capital, LLC	20.47K	Sep 30, 18	--	0.03%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-11.33K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-20.70K	--
Commonwealth Equity Services, Inc	111.50K	Jun 30, 17	-626	0.15%
MSI Financial Services Inc	34.84K	Dec 31, 16	+1.34K	0.05%
WESTPORT RESOURCES MANAGEMENT INC	1.00K	Sep 30, 16	--	0.00%
VSR Financial Services, Inc.	--	Jun 30, 16	-26.79K	--
Gupta Wealth Management LLC	--	Mar 31, 16	-1.70K	--
Pinnacle Summer Investments, Inc.	214	Dec 31, 15	+214	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-13	--
COHEN & STEERS CAPITAL MANAGEMENT INC	1.20M	Mar 31, 15	+1.20M	1.60%
NEW ENGLAND SECURITIES CORP /MA/	1.27K	Dec 31, 14	-440	0.00%
UBS AG	1.22M	Sep 30, 14	+103.94K	1.64%
STIFEL NICOLAUS & CO INC \MO\	32.73K	Sep 30, 13	+5.01K	0.04%
KNIGHT CAPITAL GROUP LLC	61.76K	Jun 30, 13	+39.22K	0.08%
First Allied Securities, Inc.	7.61K	Jun 30, 12	-1.02K	0.01%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	382.15K	Jun 30, 10	-85.35K	0.51%

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

1.02M

Jun 30, 26

+6.94K

1.37%

MORGAN STANLEY

991.44K

Jun 30, 26

+18.10K

1.33%

1607 Capital Partners, LLC

946.95K

Jun 30, 26

+105.37K

1.27%

UBS Group AG

902.53K

Jun 30, 26

+9.76K

1.21%

BANK OF AMERICA CORP /DE/

817.70K

Jun 30, 26

-66.25K

1.10%

McGowan Group Asset Management, Inc.

777.15K

Jun 30, 26

-7.65K

1.04%

WELLS FARGO & COMPANY/MN

763.63K

Jun 30, 26

+35.01K

1.02%

Joel Isaacson & Co., LLC

727.30K

Jun 30, 26

-4.64K

0.98%

LPL Financial LLC

538.36K

Jun 30, 26

+15.22K

0.72%

Stratos Wealth Partners, LTD.

433.69K

Jun 30, 26

-25.27K

0.58%

Karpus Management, Inc.

412.72K

Jun 30, 26

-3.65K

0.55%

GUGGENHEIM CAPITAL LLC

375.58K

Jun 30, 26

-20.91K

0.50%

Kingstone Capital Partners Texas, LLC

369.49K

Jun 30, 26

+27.87K

0.50%

ADVISOR GROUP HOLDINGS, INC.

314.08K

Jun 30, 26

+15.78K

0.42%

Private Advisor Group, LLC

247.10K

Jun 30, 26

+33.30K

0.33%

AMERIPRISE FINANCIAL INC

229.86K

Jun 30, 26

-25.61K

0.31%

Advisors Asset Management, Inc.

218.58K

Jun 30, 26

-49.79K

0.29%

Rockefeller Capital Management L.P.

208.41K

Jun 30, 26

+14.91K

0.28%

ROYAL BANK OF CANADA

196.43K

Jun 30, 26

+6.89K

0.26%

Cetera Investment Advisers

172.88K

Jun 30, 26

+21.98K

0.23%

Steward Partners Investment Advisory, LLC

159.16K

Jun 30, 26

+7.15K

0.21%

FIRST TRUST ADVISORS LP

156.28K

Jun 30, 26

+3.12K

0.21%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

153.94K

Jun 30, 26

+7.73K

0.21%

WILEY BROS.-AINTREE CAPITAL, LLC

146.49K

Jun 30, 26

+6.31K

0.20%

COMMONWEALTH EQUITY SERVICES, LLC

120.20K

Jun 30, 26

-7.29K

0.16%

NewEdge Advisors, LLC

120.14K

Jun 30, 26

+97.41K

0.16%

Spire Wealth Management

115.60K

Jun 30, 26

-6.01K

0.16%

Formidable Asset Management, LLC

112.16K

Jun 30, 26

-1.53K

0.15%

Allspring Global Investments Holdings, LLC

98.41K

Jun 30, 26

+28.43K

0.13%

Sanctuary Advisors, LLC

93.03K

Jun 30, 26

+7.60K

0.12%

MRA Advisory Group

89.14K

Jun 30, 26

+1.70K

0.12%

1776 Wealth LLC

76.29K

Jun 30, 26

0.10%

Cambridge Investment Research Advisors, Inc.

76.19K

Jun 30, 26

+431

0.10%

Accel Wealth Management

74.65K

Jun 30, 26

-7.98K

0.10%

HighTower Advisors, LLC

71.69K

Jun 30, 26

+14.03K

0.10%

Samalin Investment Counsel, LLC

64.79K

Jun 30, 26

+28.09K

0.09%

Janney Montgomery Scott LLC

56.49K

Jun 30, 26

+4.32K

0.08%

PNC FINANCIAL SERVICES GROUP, INC.

56.08K

Jun 30, 26

-196

0.08%

MML INVESTORS SERVICES, LLC

50.28K

Jun 30, 26

+5.80K

0.07%

STIFEL FINANCIAL CORP

47.66K

Jun 30, 26

-1.14K

0.06%

Meridian Wealth Management, LLC

46.14K

Jun 30, 26

+1.07K

0.06%

Saba Capital Management, L.P.

44.17K

Jun 30, 26

+44.17K

0.06%

Founders Financial Alliance, LLC

40.26K

Jun 30, 26

+1.72K

0.05%

Mariner, LLC

39.65K

Jun 30, 26

-241

0.05%

HOLLENCREST CAPITAL MANAGEMENT

35.45K

Jun 30, 26

0.05%

Prospera Financial Services Inc

34.43K

Jun 30, 26

+280

0.05%

Creative Planning

30.57K

Jun 30, 26

+3.53K

0.04%

Snowden Capital Advisors LLC

27.90K

Jun 30, 26

+6.25K

0.04%

Colony Group, LLC

27.62K

Jun 30, 26

+7.16K

0.04%

Sowell Financial Services LLC

27.35K

Jun 30, 26

+550

0.04%

True North Advisors, LLC

27.00K

Jun 30, 26

+27.00K

0.04%

Baird Financial Group, Inc.

26.79K

Jun 30, 26

+1.00K

0.04%

Cornerstone Wealth Management, LLC

26.31K

Jun 30, 26

+791

0.04%

Sequoia Financial Advisors, LLC

25.82K

Jun 30, 26

+25.82K

0.03%

XTX Topco Ltd

25.63K

Jun 30, 26

+25.63K

0.03%

CI Private Wealth, LLC

25.44K

Jun 30, 26

-1.70K

0.03%

AQR CAPITAL MANAGEMENT LLC

25.27K

Jun 30, 26

+2.77K

0.03%

Live Oak Private Wealth LLC

24.59K

Jun 30, 26

0.03%

COMMONS CAPITAL, LLC

24.03K

Jun 30, 26

+1.47K

0.03%

DENVER WEALTH MANAGEMENT, INC.

23.98K

Jun 30, 26

-44

0.03%

SILVERLAKE WEALTH MANAGEMENT LLC

21.77K

Jun 30, 26

0.03%

SHIKIAR ASSET MANAGEMENT INC

20.00K

Jun 30, 26

0.03%

Summit Investment Advisory Services, LLC

19.72K

Jun 30, 26

+129

0.03%

INSIGNEO ADVISORY SERVICES, LLC

19.50K

Jun 30, 26

0.03%

JGP Wealth Management, LLC

18.94K

Jun 30, 26

0.03%

Prime Capital Investment Advisors, LLC

18.85K

Jun 30, 26

-639

0.03%

DAVENPORT & Co LLC

18.60K

Jun 30, 26

0.02%

ENVESTNET ASSET MANAGEMENT INC

18.37K

Jun 30, 26

+2.19K

0.02%

AlphaCore Capital LLC

17.24K

Jun 30, 26

+317

0.02%

Summit Financial, LLC

16.84K

Jun 30, 26

+101

0.02%

Wealth Alliance Advisory Group, LLC

16.64K

Jun 30, 26

0.02%

Heritage Trust Co

15.88K

Jun 30, 26

0.02%

Advisors Capital Management, LLC

15.23K

Jun 30, 26

+15.23K

0.02%

Richmond Investment Services, LLC

15.11K

Jun 30, 26

-15.68K

0.02%

FIDUCIARY TRUST CO

15.05K

Jun 30, 26

0.02%

Beacon Pointe Advisors, LLC

14.94K

Jun 30, 26

+14.94K

0.02%

JANE STREET GROUP, LLC

14.55K

Jun 30, 26

+14.55K

0.02%

Allworth Financial LP

13.83K

Jun 30, 26

+5.57K

0.02%

Johnson & White Wealth Management, LLC

13.52K

Jun 30, 26

-5

0.02%

MGO ONE SEVEN LLC

13.49K

Jun 30, 26

+13.49K

0.02%

Cerity Partners LLC

13.36K

Jun 30, 26

-353

0.02%

EP Wealth Advisors, LLC

13.22K

Jun 30, 26

+13.22K

0.02%

STEVENS CAPITAL PARTNERS

13.00K

Jun 30, 26

+13.00K

0.02%

Abel Hall, LLC

13.00K

Jun 30, 26

0.02%

Stonebridge Financial Planning Group, LLC

13.00K

Jun 30, 26

0.02%

Concurrent Investment Advisors, LLC

12.94K

Jun 30, 26

+46

0.02%

OPPENHEIMER & CO INC

12.75K

Jun 30, 26

+82

0.02%

Financial Security Advisor, Inc.

12.50K

Jun 30, 26

0.02%

WEDBUSH SECURITIES INC

11.97K

Jun 30, 26

+241

0.02%

Kovack Advisors, Inc.

11.78K

Jun 30, 26

-5.35K

0.02%

HBK Sorce Advisory LLC

11.65K

Jun 30, 26

+1.00K

0.02%

Pensionmark Financial Group, LLC

11.28K

Jun 30, 26

-1.88K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

11.05K

Jun 30, 26

-927

0.01%

Dynamic Advisor Solutions LLC

10.91K

Jun 30, 26

+150

0.01%

North Star Investment Management Corp.

10.89K

Jun 30, 26

-1.44K

0.01%

HANCOCK WHITNEY CORP

10.66K

Jun 30, 26

0.01%

Cresset Asset Management, LLC

10.02K

Jun 30, 26

+183

0.01%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

10.00K

Jun 30, 26

0.01%

Axiom Investment Management LLC

9.96K

Jun 30, 26

+1.87K

0.01%

CITADEL ADVISORS LLC

9.74K

Jun 30, 26

+9.74K

0.01%

SMH CAPITAL ADVISORS INC

9.35K

Jun 30, 26

+354

0.01%

Dakota Wealth Management

9.01K

Jun 30, 26

0.01%

WOLVERINE ASSET MANAGEMENT LLC

8.87K

Jun 30, 26

+8.87K

0.01%

VISTA INVESTMENT PARTNERS II, LLC

8.50K

Jun 30, 26

0.01%

Next Level Private LLC

8.29K

Jun 30, 26

+8.29K

0.01%

COMMERCE BANK

8.00K

Jun 30, 26

+8.00K

0.01%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

7.55K

Jun 30, 26

+7.55K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

7.53K

Jun 30, 26

+7.53K

0.01%

NorthStar Asset Management LLC /NJ/

7.40K

Jun 30, 26

-1.94K

0.01%

STEPHENS INC /AR/

7.26K

Jun 30, 26

+7.26K

0.01%

PRIVATE TRUST CO NA

5.27K

Jun 30, 26

+32

0.01%

Institute for Wealth Management, LLC.

5.11K

Jun 30, 26

+5.11K

0.01%

NBC SECURITIES, INC.

4.85K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

4.00K

Jun 30, 26

+4.00K

0.01%

HARBOUR INVESTMENTS, INC.

3.45K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

3.16K

Jun 30, 26

-2.04K

0.00%

Investors Research Corp

3.15K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

3.12K

Jun 30, 26

-5

0.00%

Geneos Wealth Management Inc.

2.96K

Jun 30, 26

+2.96K

0.00%

Bank & Trust Co

2.73K

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

2.69K

Jun 30, 26

+2.69K

0.00%

Noble Wealth Management PBC

2.60K

Jun 30, 26

-441

0.00%

Parvin Asset Management, LLC

2.35K

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

2.05K

Jun 30, 26

-101

0.00%

BOK Financial Private Wealth, Inc.

1.72K

Jun 30, 26

0.00%

GAMMA Investing LLC

1.50K

Jun 30, 26

0.00%

IFP Advisors, Inc

1.50K

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

1.38K

Jun 30, 26

+1.38K

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

1.24K

Jun 30, 26

-343

0.00%

N.E.W. Advisory Services LLC

1.02K

Jun 30, 26

-2.00K

0.00%

Farther Finance Advisors, LLC

920

Jun 30, 26

0.00%

Concord Wealth Partners

875

Jun 30, 26

+875

0.00%

Atlantic Union Bankshares Corp

800

Jun 30, 26

0.00%

Kennebec Savings Bank

796

Jun 30, 26

+600

0.00%

EverSource Wealth Advisors, LLC

700

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

588

Jun 30, 26

+11

0.00%

Community Financial Services Group, LLC

500

Jun 30, 26

0.00%

Kilter Group LLC

500

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

499

Jun 30, 26

+499

0.00%

Vermillion Wealth Management, Inc.

439

Jun 30, 26

+22

0.00%

Bruce G. Allen Investments, LLC

425

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

359

Jun 30, 26

+359

0.00%

Golden State Equity Partners

305

Jun 30, 26

-1.74K

0.00%

MB, LEVIS & ASSOCIATES, LLC

201

Jun 30, 26

+201

0.00%

ASSETMARK, INC

168

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+26

0.00%

IFG Advisory, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

BlackRock, Inc.

Jun 30, 26

0.00%

MAI Capital Management

Jun 30, 26

-492

Simplicity Wealth,LLC

Jun 30, 26

-11.47K

US BANCORP \DE\

Jun 30, 26

-204

Calamos Advisors LLC

Jun 30, 26

-11.92K

COOPER/HAIMS ADVISORS, LLC

Jun 30, 26

-9.14K

Shaker Financial Services, LLC

Jun 30, 26

-62.33K

Independent Advisor Alliance

Jun 30, 26

-14.20K

RFG Advisory, LLC

Jun 30, 26

-11.76K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-50.31K

Advisory Services Network, LLC

Jun 30, 26

-300

OLD POINT TRUST & FINANCIAL SERVICES N A

Jun 30, 26

-901

Sound Income Strategies, LLC

Jun 30, 26

-15.03K

Rossby Financial, LCC

Jun 30, 26

-213

VAUGHAN DAVID INVESTMENTS LLC/IL

Jun 30, 26

-8.37K

CWM, LLC

12.10K

Mar 31, 26

+190

0.02%

Kingsview Wealth Management, LLC

11.35K

Mar 31, 26

0.02%

MGB Wealth Management, LLC

11.47K

Dec 31, 25

0.02%

COMERICA BANK

5.20K

Dec 31, 25

-3.94K

0.01%

ORG Partners LLC

1.74K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

1.20K

Dec 31, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

19.91K

Jun 30, 25

+608

0.03%

Atria Wealth Solutions, Inc.

13.71K

Jun 30, 25

+2.06K

0.02%

Private Portfolio Partners LLC

10.15K

Dec 31, 24

0.01%

AlphaMark Advisors, LLC

3.00K

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

338.92K

Sep 30, 24

-7.19K

0.45%

Raymond James Financial Services Advisors, Inc.

313.71K

Sep 30, 24

+10.09K

0.42%

LifePro Asset Management

11.47K

Sep 30, 24

0.02%

RAYMOND JAMES TRUST N.A.

8.49K

Sep 30, 24

+8.49K

0.01%

Flow State Investments, L.P.

Sep 30, 24

-79.71K

BUCKINGHAM STRATEGIC WEALTH, LLC

16.19K

Jun 30, 24

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

500

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

61.11K

Mar 31, 24

+5.82K

0.08%

Cetera Advisors LLC

21.34K

Mar 31, 24

+5.79K

0.03%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

151.44K

Sep 30, 23

+6.70K

0.20%

Endurance Wealth Management, Inc.

2.50K

Jun 30, 23

0.00%

Ahrens Investment Partners LLC

200

Mar 31, 23

+200

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

+16

0.00%

EATON VANCE MANAGEMENT

31.38K

Sep 30, 22

0.04%

Strategic Asset Management, LLC

800

Sep 30, 22

0.00%

FourThought Financial, LLC

132

Sep 30, 22

+132

0.00%

American Portfolios Advisors

Sep 30, 22

-1.26K

Barrett Asset Management, LLC

Mar 31, 22

-1.10K

NEXT Financial Group, Inc

3.40K

Dec 31, 21

+202

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

13.11K

Sep 30, 21

+2.20K

0.02%

Sonora Investment Management, LLC

400

Sep 30, 21

0.00%

FormulaFolio Investments, LLC

1.08K

Jun 30, 21

0.00%

TCF National Bank

11.00K

Mar 31, 21

0.01%

OLD MISSION CAPITAL, LLC

11.00K

Dec 31, 20

+11.00K

0.01%

Jolley Asset Management, LLC

24.59K

Mar 31, 20

0.03%

Advisor Group, Inc.

113.72K

Dec 31, 19

-21.94K

0.15%

LADENBURG THALMANN FINANCIAL SERVICES INC.

90.97K

Dec 31, 19

-2.15K

0.12%

CAPITAL ONE, NATIONAL ASSOCIATION

9.60K

Dec 31, 19

+9.60K

0.01%

Capital One Investing, Inc.

11.00K

Sep 30, 19

-9.30K

0.01%

SUNTRUST BANKS INC

8.68K

Sep 30, 19

+8.68K

0.01%

CHEMICAL BANK

11.00K

Jun 30, 19

0.01%

Lourd Capital, LLC

10.62K

Jun 30, 19

0.01%

HL FINANCIAL SERVICES LLC

9.10K

Mar 31, 19

+9.10K

0.01%

NEXT Financial Holdings

105

Mar 31, 19

+105

0.00%

KHP Capital, LLC

20.47K

Sep 30, 18

0.03%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-11.33K

NATIONAL PLANNING CORP

Dec 31, 17

-20.70K

Commonwealth Equity Services, Inc

111.50K

Jun 30, 17

-626

0.15%

MSI Financial Services Inc

34.84K

Dec 31, 16

+1.34K

0.05%

WESTPORT RESOURCES MANAGEMENT INC

1.00K

Sep 30, 16

0.00%

VSR Financial Services, Inc.

Jun 30, 16

-26.79K

Gupta Wealth Management LLC

Mar 31, 16

-1.70K

Pinnacle Summer Investments, Inc.

214

Dec 31, 15

+214

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-13

COHEN & STEERS CAPITAL MANAGEMENT INC

1.20M

Mar 31, 15

+1.20M

1.60%

NEW ENGLAND SECURITIES CORP /MA/

1.27K

Dec 31, 14

-440

0.00%

UBS AG

1.22M

Sep 30, 14

+103.94K

1.64%

STIFEL NICOLAUS & CO INC \MO\

32.73K

Sep 30, 13

+5.01K

0.04%

KNIGHT CAPITAL GROUP LLC

61.76K

Jun 30, 13

+39.22K

0.08%

First Allied Securities, Inc.

7.61K

Jun 30, 12

-1.02K

0.01%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

382.15K

Jun 30, 10

-85.35K

0.51%