Eaton Vance Limited Duration Income Fund(EVV)

$9.13—

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Eaton Vance Limited Duration Income Fund(EVV)

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$9.13—

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EVV(EVV)

EVV

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Institutional Ownership

Top 229 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	10.10M	Jun 30, 26	+280.70K	8.69%
SIT INVESTMENT ASSOCIATES INC	8.01M	Jun 30, 26	+137.51K	6.89%
AMERIPRISE FINANCIAL INC	5.08M	Jun 30, 26	+259.38K	4.37%
GUGGENHEIM CAPITAL LLC	1.77M	Jun 30, 26	-49.24K	1.52%
Invesco Ltd.	1.68M	Jun 30, 26	+5.83K	1.45%
LPL Financial LLC	1.22M	Jun 30, 26	+120.16K	1.05%
Chicago Partners Investment Group LLC	1.04M	Jun 30, 26	-20.87K	0.90%
Cetera Investment Advisers	983.95K	Jun 30, 26	+50.53K	0.85%
ROYAL BANK OF CANADA	935.82K	Jun 30, 26	-60.09K	0.81%
UBS Group AG	725.54K	Jun 30, 26	+8.23K	0.62%
RAYMOND JAMES FINANCIAL INC	630.92K	Jun 30, 26	+39.79K	0.54%
Janney Montgomery Scott LLC	600.27K	Jun 30, 26	+79.49K	0.52%
Colony Group, LLC	594.78K	Jun 30, 26	+511.73K	0.51%
Capital Investment Advisors, LLC	580.56K	Jun 30, 26	-48.84K	0.50%
Kanen Wealth Management LLC	465.08K	Jun 30, 26	+85.26K	0.40%
WELLS FARGO & COMPANY/MN	419.24K	Jun 30, 26	+55.19K	0.36%
ADVISOR GROUP HOLDINGS, INC.	409.06K	Jun 30, 26	+36.22K	0.35%
Cyndeo Wealth Partners, LLC	391.24K	Jun 30, 26	-10.00K	0.34%
OAK HILL ADVISORS LP	390.40K	Jun 30, 26	--	0.34%
COHEN & STEERS, INC.	375.46K	Jun 30, 26	--	0.32%
STIFEL FINANCIAL CORP	354.38K	Jun 30, 26	+31.32K	0.30%
Kestra Advisory Services, LLC	329.16K	Jun 30, 26	+44.86K	0.28%
BANK OF AMERICA CORP /DE/	256.23K	Jun 30, 26	-10.09K	0.22%
NewEdge Advisors, LLC	251.89K	Jun 30, 26	+5.89K	0.22%
Shaker Financial Services, LLC	232.72K	Jun 30, 26	-56.65K	0.20%
Creative Planning	228.19K	Jun 30, 26	-408	0.20%
Baird Financial Group, Inc.	226.49K	Jun 30, 26	+23.41K	0.19%
THRIVENT FINANCIAL FOR LUTHERANS	225.19K	Jun 30, 26	--	0.19%
Summit Financial, LLC	218.08K	Jun 30, 26	+9.87K	0.19%
WOLVERINE ASSET MANAGEMENT LLC	210.17K	Jun 30, 26	+62.88K	0.18%
COMMONWEALTH EQUITY SERVICES, LLC	202.96K	Jun 30, 26	+9.85K	0.17%
Ethos Financial Group, LLC	165.09K	Jun 30, 26	-7.35K	0.14%
Aviance Capital Partners, LLC	139.60K	Jun 30, 26	-2.94K	0.12%
Clear Creek Financial Management, LLC	139.24K	Jun 30, 26	+4.70K	0.12%
CoreCap Advisors, LLC	114.83K	Jun 30, 26	-6.82K	0.10%
JANE STREET GROUP, LLC	111.95K	Jun 30, 26	+87.69K	0.10%
KENNEDY INVESTMENT GROUP	111.45K	Jun 30, 26	-9.00K	0.10%
MELFA WEALTH MANAGEMENT, LLC	99.60K	Jun 30, 26	-10	0.09%
Lido Advisors, LLC	93.64K	Jun 30, 26	+25.02K	0.08%
Rockefeller Capital Management L.P.	92.11K	Jun 30, 26	-1.82K	0.08%
WEDBUSH SECURITIES INC	91.63K	Jun 30, 26	-2.00K	0.08%
Cambridge Investment Research Advisors, Inc.	90.17K	Jun 30, 26	+4.41K	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	81.29K	Jun 30, 26	+2.00K	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	75.54K	Jun 30, 26	+75.27K	0.07%
NWF Advisory Services Inc.	71.65K	Jun 30, 26	-10.20K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	70.60K	Jun 30, 26	+16.84K	0.06%
IMC-Chicago, LLC	68.62K	Jun 30, 26	+68.62K	0.06%
XTX Topco Ltd	67.28K	Jun 30, 26	+56.37K	0.06%
FLAGSHIP HARBOR ADVISORS, LLC	62.67K	Jun 30, 26	-3.86K	0.05%
PIN OAK INVESTMENT ADVISORS INC	62.17K	Jun 30, 26	--	0.05%
Pathstone Holdings, LLC	62.09K	Jun 30, 26	+45.63K	0.05%
Marex Group plc	59.44K	Jun 30, 26	+59.44K	0.05%
BENJAMIN EDWARDS INC	59.17K	Jun 30, 26	-2.07K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	55.77K	Jun 30, 26	--	0.05%
Merit Financial Group, LLC	51.63K	Jun 30, 26	-6.22K	0.04%
Advisory Services Network, LLC	47.26K	Jun 30, 26	+6.50K	0.04%
Pointe Capital Management LLC	44.62K	Jun 30, 26	-3.51K	0.04%
Future Financial Wealth Managment LLC	42.34K	Jun 30, 26	-5.82K	0.04%
Apriem Advisors	39.13K	Jun 30, 26	+7.63K	0.03%
Rock Point Advisors, LLC	38.75K	Jun 30, 26	--	0.03%
ENVESTNET ASSET MANAGEMENT INC	38.74K	Jun 30, 26	+902	0.03%
Fortitude Advisory Group L.L.C.	36.76K	Jun 30, 26	+1.93K	0.03%
WEALTH EFFECTS LLC	36.74K	Jun 30, 26	+650	0.03%
FIFTH THIRD BANCORP	35.03K	Jun 30, 26	+781	0.03%
CURA WEALTH ADVISORS, LLC	34.91K	Jun 30, 26	+512	0.03%
Mallini Complete Financial Planning LLC	34.77K	Jun 30, 26	+358	0.03%
MML INVESTORS SERVICES, LLC	31.49K	Jun 30, 26	+7.18K	0.03%
READYSTATE ASSET MANAGEMENT LP	31.09K	Jun 30, 26	+31.09K	0.03%
PFG Investments, LLC	31.04K	Jun 30, 26	-556	0.03%
CITADEL ADVISORS LLC	28.09K	Jun 30, 26	+28.09K	0.02%
Mendel Capital Management LLC	27.24K	Jun 30, 26	--	0.02%
STEPHENS INC /AR/	23.10K	Jun 30, 26	+5.94K	0.02%
HRT FINANCIAL LP	22.69K	Jun 30, 26	+22.69K	0.02%
Quad-Cities Investment Group, LLC	22.52K	Jun 30, 26	-6.97K	0.02%
CONNING INC.	22.45K	Jun 30, 26	--	0.02%
FIRST MERCHANTS CORP	21.00K	Jun 30, 26	--	0.02%
IAMS WEALTH MANAGEMENT, LLC	20.00K	Jun 30, 26	--	0.02%
NOMURA HOLDINGS INC	20.00K	Jun 30, 26	+10.00K	0.02%
EXCEL SECURITIES & ASSOCIATES, INC.	19.00K	Jun 30, 26	-9.00K	0.02%
NBC SECURITIES, INC.	18.30K	Jun 30, 26	--	0.02%
Concurrent Investment Advisors, LLC	17.36K	Jun 30, 26	+180	0.01%
OPPENHEIMER & CO INC	17.23K	Jun 30, 26	+282	0.01%
DUDLEY CAPITAL MANAGEMENT, LLC	17.00K	Jun 30, 26	-383	0.01%
Bison Wealth, LLC	16.85K	Jun 30, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	16.65K	Jun 30, 26	-3.91K	0.01%
Camelot Portfolios, LLC	16.58K	Jun 30, 26	-45	0.01%
WealthTrust Asset Management, LLC	15.96K	Jun 30, 26	-1.03K	0.01%
Quantinno Capital Management LP	15.79K	Jun 30, 26	+15.79K	0.01%
Sandy Cove Advisors, LLC	15.60K	Jun 30, 26	--	0.01%
Virtu Financial LLC	14.96K	Jun 30, 26	+14.96K	0.01%
Cresset Asset Management, LLC	14.40K	Jun 30, 26	--	0.01%
IHT Wealth Management, LLC	14.38K	Jun 30, 26	+14.38K	0.01%
Onyx Bridge Wealth Group LLC	14.36K	Jun 30, 26	+233	0.01%
Moors & Cabot, Inc.	14.36K	Jun 30, 26	-979	0.01%
HARBOUR INVESTMENTS, INC.	14.03K	Jun 30, 26	-299	0.01%
CI Private Wealth, LLC	13.82K	Jun 30, 26	-477	0.01%
Cape Investment Advisory, Inc.	13.34K	Jun 30, 26	+1.16K	0.01%
Prospera Financial Services Inc	13.13K	Jun 30, 26	+13.13K	0.01%
ProVise Management Group, LLC	13.06K	Jun 30, 26	--	0.01%
Garden State Investment Advisory Services LLC	12.88K	Jun 30, 26	+2.39K	0.01%
HOLLENCREST CAPITAL MANAGEMENT	12.76K	Jun 30, 26	--	0.01%
HORIZON KINETICS ASSET MANAGEMENT LLC	12.42K	Jun 30, 26	--	0.01%
AlphaCore Capital LLC	12.00K	Jun 30, 26	-18.00K	0.01%
WealthTrust Axiom LLC	11.80K	Jun 30, 26	--	0.01%
BESSEMER GROUP INC	11.70K	Jun 30, 26	+11.70K	0.01%
FIRST FOUNDATION ADVISORS	11.38K	Jun 30, 26	-7.23K	0.01%
Western Wealth Management, LLC	11.16K	Jun 30, 26	--	0.01%
EASTERN BANK	11.00K	Jun 30, 26	--	0.01%
Apollon Wealth Management, LLC	10.44K	Jun 30, 26	+185	0.01%
MERCER GLOBAL ADVISORS INC /ADV	8.12K	Jun 30, 26	-5.21K	0.01%
Spire Wealth Management	7.84K	Jun 30, 26	--	0.01%
BARRETT & COMPANY, INC.	7.00K	Jun 30, 26	--	0.01%
CITY HOLDING CO	6.00K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	5.81K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	5.76K	Jun 30, 26	+5.76K	0.00%
Byrne Asset Management LLC	4.75K	Jun 30, 26	--	0.00%
Marshall & Sterling Wealth Advisors Inc.	3.40K	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	2.66K	Jun 30, 26	-19.11K	0.00%
Farther Finance Advisors, LLC	2.57K	Jun 30, 26	-266	0.00%
Clear Street Group Inc.	2.39K	Jun 30, 26	+2.39K	0.00%
Allworth Financial LP	2.13K	Jun 30, 26	-2.24K	0.00%
West Branch Capital LLC	2.13K	Jun 30, 26	--	0.00%
Crewe Advisors LLC	1.84K	Jun 30, 26	+47	0.00%
SRS Capital Advisors, Inc.	1.70K	Jun 30, 26	+1.70K	0.00%
Bogart Wealth, LLC	1.50K	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	1.50K	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	1.40K	Jun 30, 26	+1.40K	0.00%
IFG Advisory, LLC	1.27K	Jun 30, 26	+1.27K	0.00%
Integrated Wealth Concepts LLC	1.11K	Jun 30, 26	+1.11K	0.00%
Axiom Investment Management LLC	1.02K	Jun 30, 26	-904	0.00%
HIGHLINE WEALTH PARTNERS LLC	1.00K	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	500	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	477	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	304	Jun 30, 26	--	0.00%
Concord Wealth Partners	276	Jun 30, 26	+276	0.00%
CX Institutional	175	Jun 30, 26	+175	0.00%
ASSETMARK, INC	170	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	96	Jun 30, 26	+96	0.00%
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-3.54K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Jun 30, 26	-15.04K	--
Private Advisor Group, LLC	--	Jun 30, 26	-19.77K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-1	--
BOOTHBAY FUND MANAGEMENT, LLC	--	Jun 30, 26	-19.64K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-7.27K	--
MAI Capital Management	--	Jun 30, 26	-8.10K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-1.17K	--
Ellis Investment Partners, LLC	--	Jun 30, 26	-10.90K	--
BANK OF AMERICA CORP /DE/	266.32K	Mar 31, 26	-28.67K	0.23%
THRIVENT FINANCIAL FOR LUTHERANS	225.19K	Mar 31, 26	+14.91K	0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	53.77K	Mar 31, 26	+13.60K	0.05%
Jackson Hole Capital Partners, LLC	10.18K	Mar 31, 26	--	0.01%
CWM, LLC	918	Mar 31, 26	+499	0.00%
COMERICA BANK	33.90K	Dec 31, 25	+4.18K	0.03%
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-2.00K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-4.11K	--
Stonegate Investment Group, LLC	18.55K	Sep 30, 25	--	0.02%
Wela Strategies, Inc.	--	Sep 30, 25	-46.65K	--
Atria Wealth Solutions, Inc.	28.98K	Jun 30, 25	-15.05K	0.02%
Congress Wealth Management LLC / DE /	19.77K	Jun 30, 25	--	0.02%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	3.00K	Jun 30, 25	+3.00K	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-66	--
Selway Asset Management	59.40K	Mar 31, 25	-1.48K	0.05%
RAYMOND JAMES & ASSOCIATES	440.39K	Sep 30, 24	-6.27K	0.38%
Edmonds Duncan Registered Investment Advisors, LLC	256.49K	Sep 30, 24	+21.14K	0.22%
Raymond James Financial Services Advisors, Inc.	216.09K	Sep 30, 24	+1.37K	0.19%
BENJAMIN F. EDWARDS & COMPANY, INC.	120.35K	Jun 30, 24	+3.30K	0.10%
Relative Value Partners Group, LLC	--	Jun 30, 24	-741.82K	--
Cetera Advisors LLC	497.55K	Mar 31, 24	+373.38K	0.43%
Cetera Advisor Networks LLC	124.58K	Mar 31, 24	+13.34K	0.11%
CREDIT SUISSE AG/	35.00K	Mar 31, 24	-15.00K	0.03%
Highlander Capital Management, LLC	500	Mar 31, 24	--	0.00%
CAMBRIDGE TRUST CO	--	Mar 31, 24	-600	--
WADE G W & INC	10.08K	Dec 31, 23	+10.08K	0.01%
Baystate Wealth Management LLC	1.52K	Dec 31, 23	+1.52K	0.00%
Bartlett & Co. LLC	255	Dec 31, 23	--	0.00%
PATHSTONE FAMILY OFFICE, LLC	20.53K	Sep 30, 23	+20.53K	0.02%
Claybrook Capital, LLC	19.84K	Sep 30, 23	--	0.02%
Sutton Wealth Advisors Inc.	12.46K	Sep 30, 23	--	0.01%
BerganKDV Wealth Management, LLC	23.13K	Jun 30, 23	+875	0.02%
Veritable, L.P.	17.60K	Jun 30, 23	--	0.02%
Kistler-Tiffany Companies, LLC	1.70K	Jun 30, 23	+1.70K	0.00%
COMPASS FINANCIAL ADVISORS LLC	143.40K	Mar 31, 23	+42.00K	0.12%
Ahrens Investment Partners LLC	1.00K	Mar 31, 23	+1.00K	0.00%
EATON VANCE MANAGEMENT	20.32K	Sep 30, 22	--	0.02%
American Portfolios Advisors	14.04K	Sep 30, 22	-992	0.01%
B. Riley Wealth Management, Inc.	20.47K	Jun 30, 22	+2.52K	0.02%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	143.87K	Mar 31, 22	-347.27K	0.12%
Meristem Family Wealth, LLC	14.40K	Mar 31, 22	--	0.01%
NEXT Financial Group, Inc	415	Dec 31, 21	-33	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	72.56K	Sep 30, 21	-10.00K	0.06%
BBVA USA	--	Sep 30, 21	-180	--
Winslow, Evans & Crocker, Inc.	14.71K	Dec 31, 20	+10.60K	0.01%
Reby Advisors, LLC	1.12K	Dec 31, 20	+1.12K	0.00%
First Allied Advisory Services, Inc.	82.34K	Sep 30, 20	+817	0.07%
Squar Milner Financial Services LLC	25.60K	Mar 31, 20	-11.22K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	337.34K	Dec 31, 19	+825	0.29%
Crow Point Partners, LLC	81.05K	Dec 31, 19	+13.70K	0.07%
Advisor Group, Inc.	52.61K	Dec 31, 19	-3.16K	0.05%
Chapwood Capital Investment Management, LLC	13.48K	Dec 31, 19	+13.48K	0.01%
SUNTRUST BANKS INC	139.80K	Sep 30, 19	-741	0.12%
BB&T SECURITIES, LLC	59.32K	Sep 30, 19	+5.12K	0.05%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	4.10K	Sep 30, 19	--	0.00%
NEXT Financial Holdings	1.64K	Mar 31, 19	+1.64K	0.00%
Horizon Kinetics LLC	18.97K	Dec 31, 18	-5.48K	0.02%
DEARBORN CAPITAL MANAGEMENT LLC	98.00K	Sep 30, 18	-98.00K	0.08%
NATIONAL PLANNING CORP	--	Dec 31, 17	-44.92K	--
Yellowstone Partners, LLC	--	Dec 31, 17	-17.02K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-23.07K	--
Commonwealth Equity Services, Inc	386.69K	Jun 30, 17	-12.54K	0.33%
JANUS HENDERSON INVESTORS US LLC	--	Mar 31, 17	-47.68K	--
MSI Financial Services Inc	37.12K	Dec 31, 16	-23.49K	0.03%
Investors Capital Advisory Services	93.81K	Jun 30, 16	-300	0.08%
VSR Financial Services, Inc.	10.50K	Jun 30, 16	-2.73K	0.01%
Gupta Wealth Management LLC	18.41K	Mar 31, 16	-2.00K	0.02%
SUMMIT CAPITAL MANAGEMENT LLC	--	Mar 31, 16	-30.00K	--
MANAGED ACCOUNT ADVISORS LLC	36	Jun 30, 15	+36	0.00%
Relative Value Partners, LLC	1.26M	Mar 31, 15	+19.13K	1.09%
COHEN & STEERS CAPITAL MANAGEMENT INC	77.74K	Mar 31, 15	+77.74K	0.07%
Placemark Investments, Inc.	22.12K	Dec 31, 14	+22.12K	0.02%
TradeLink Global Equity LLC	7.10K	Dec 31, 14	+7.10K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	1.54K	Dec 31, 14	--	0.00%
Gary Goldberg Planning Services Inc	1.00K	Dec 31, 14	--	0.00%
UBS AG	2.92M	Sep 30, 14	+449.62K	2.51%
ADAR Investment Management LP	10.00K	Sep 30, 14	--	0.01%
1919 Investment Counsel, LLC	800	Sep 30, 14	--	0.00%
STIFEL NICOLAUS & CO INC \MO\	77.20K	Sep 30, 13	-2.59K	0.07%
First Allied Securities, Inc.	140.19K	Jun 30, 12	+7.92K	0.12%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.43M	Jun 30, 10	+220.54K	1.23%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST	--	Jun 30, 08	-31.06K	--

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Holder

Date

Change

% Held

MORGAN STANLEY

10.10M

Jun 30, 26

+280.70K

8.69%

SIT INVESTMENT ASSOCIATES INC

8.01M

Jun 30, 26

+137.51K

6.89%

AMERIPRISE FINANCIAL INC

5.08M

Jun 30, 26

+259.38K

4.37%

GUGGENHEIM CAPITAL LLC

1.77M

Jun 30, 26

-49.24K

1.52%

Invesco Ltd.

1.68M

Jun 30, 26

+5.83K

1.45%

LPL Financial LLC

1.22M

Jun 30, 26

+120.16K

1.05%

Chicago Partners Investment Group LLC

1.04M

Jun 30, 26

-20.87K

0.90%

Cetera Investment Advisers

983.95K

Jun 30, 26

+50.53K

0.85%

ROYAL BANK OF CANADA

935.82K

Jun 30, 26

-60.09K

0.81%

UBS Group AG

725.54K

Jun 30, 26

+8.23K

0.62%

RAYMOND JAMES FINANCIAL INC

630.92K

Jun 30, 26

+39.79K

0.54%

Janney Montgomery Scott LLC

600.27K

Jun 30, 26

+79.49K

0.52%

Colony Group, LLC

594.78K

Jun 30, 26

+511.73K

0.51%

Capital Investment Advisors, LLC

580.56K

Jun 30, 26

-48.84K

0.50%

Kanen Wealth Management LLC

465.08K

Jun 30, 26

+85.26K

0.40%

WELLS FARGO & COMPANY/MN

419.24K

Jun 30, 26

+55.19K

0.36%

ADVISOR GROUP HOLDINGS, INC.

409.06K

Jun 30, 26

+36.22K

0.35%

Cyndeo Wealth Partners, LLC

391.24K

Jun 30, 26

-10.00K

0.34%

OAK HILL ADVISORS LP

390.40K

Jun 30, 26

0.34%

COHEN & STEERS, INC.

375.46K

Jun 30, 26

0.32%

STIFEL FINANCIAL CORP

354.38K

Jun 30, 26

+31.32K

0.30%

Kestra Advisory Services, LLC

329.16K

Jun 30, 26

+44.86K

0.28%

BANK OF AMERICA CORP /DE/

256.23K

Jun 30, 26

-10.09K

0.22%

NewEdge Advisors, LLC

251.89K

Jun 30, 26

+5.89K

0.22%

Shaker Financial Services, LLC

232.72K

Jun 30, 26

-56.65K

0.20%

Creative Planning

228.19K

Jun 30, 26

-408

0.20%

Baird Financial Group, Inc.

226.49K

Jun 30, 26

+23.41K

0.19%

THRIVENT FINANCIAL FOR LUTHERANS

225.19K

Jun 30, 26

0.19%

Summit Financial, LLC

218.08K

Jun 30, 26

+9.87K

0.19%

WOLVERINE ASSET MANAGEMENT LLC

210.17K

Jun 30, 26

+62.88K

0.18%

COMMONWEALTH EQUITY SERVICES, LLC

202.96K

Jun 30, 26

+9.85K

0.17%

Ethos Financial Group, LLC

165.09K

Jun 30, 26

-7.35K

0.14%

Aviance Capital Partners, LLC

139.60K

Jun 30, 26

-2.94K

0.12%

Clear Creek Financial Management, LLC

139.24K

Jun 30, 26

+4.70K

0.12%

CoreCap Advisors, LLC

114.83K

Jun 30, 26

-6.82K

0.10%

JANE STREET GROUP, LLC

111.95K

Jun 30, 26

+87.69K

0.10%

KENNEDY INVESTMENT GROUP

111.45K

Jun 30, 26

-9.00K

0.10%

MELFA WEALTH MANAGEMENT, LLC

99.60K

Jun 30, 26

-10

0.09%

Lido Advisors, LLC

93.64K

Jun 30, 26

+25.02K

0.08%

Rockefeller Capital Management L.P.

92.11K

Jun 30, 26

-1.82K

0.08%

WEDBUSH SECURITIES INC

91.63K

Jun 30, 26

-2.00K

0.08%

Cambridge Investment Research Advisors, Inc.

90.17K

Jun 30, 26

+4.41K

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

81.29K

Jun 30, 26

+2.00K

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

75.54K

Jun 30, 26

+75.27K

0.07%

NWF Advisory Services Inc.

71.65K

Jun 30, 26

-10.20K

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

70.60K

Jun 30, 26

+16.84K

0.06%

IMC-Chicago, LLC

68.62K

Jun 30, 26

+68.62K

0.06%

XTX Topco Ltd

67.28K

Jun 30, 26

+56.37K

0.06%

FLAGSHIP HARBOR ADVISORS, LLC

62.67K

Jun 30, 26

-3.86K

0.05%

PIN OAK INVESTMENT ADVISORS INC

62.17K

Jun 30, 26

0.05%

Pathstone Holdings, LLC

62.09K

Jun 30, 26

+45.63K

0.05%

Marex Group plc

59.44K

Jun 30, 26

+59.44K

0.05%

BENJAMIN EDWARDS INC

59.17K

Jun 30, 26

-2.07K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

55.77K

Jun 30, 26

0.05%

Merit Financial Group, LLC

51.63K

Jun 30, 26

-6.22K

0.04%

Advisory Services Network, LLC

47.26K

Jun 30, 26

+6.50K

0.04%

Pointe Capital Management LLC

44.62K

Jun 30, 26

-3.51K

0.04%

Future Financial Wealth Managment LLC

42.34K

Jun 30, 26

-5.82K

0.04%

Apriem Advisors

39.13K

Jun 30, 26

+7.63K

0.03%

Rock Point Advisors, LLC

38.75K

Jun 30, 26

0.03%

ENVESTNET ASSET MANAGEMENT INC

38.74K

Jun 30, 26

+902

0.03%

Fortitude Advisory Group L.L.C.

36.76K

Jun 30, 26

+1.93K

0.03%

WEALTH EFFECTS LLC

36.74K

Jun 30, 26

+650

0.03%

FIFTH THIRD BANCORP

35.03K

Jun 30, 26

+781

0.03%

CURA WEALTH ADVISORS, LLC

34.91K

Jun 30, 26

+512

0.03%

Mallini Complete Financial Planning LLC

34.77K

Jun 30, 26

+358

0.03%

MML INVESTORS SERVICES, LLC

31.49K

Jun 30, 26

+7.18K

0.03%

READYSTATE ASSET MANAGEMENT LP

31.09K

Jun 30, 26

+31.09K

0.03%

PFG Investments, LLC

31.04K

Jun 30, 26

-556

0.03%

CITADEL ADVISORS LLC

28.09K

Jun 30, 26

+28.09K

0.02%

Mendel Capital Management LLC

27.24K

Jun 30, 26

0.02%

STEPHENS INC /AR/

23.10K

Jun 30, 26

+5.94K

0.02%

HRT FINANCIAL LP

22.69K

Jun 30, 26

+22.69K

0.02%

Quad-Cities Investment Group, LLC

22.52K

Jun 30, 26

-6.97K

0.02%

CONNING INC.

22.45K

Jun 30, 26

0.02%

FIRST MERCHANTS CORP

21.00K

Jun 30, 26

0.02%

IAMS WEALTH MANAGEMENT, LLC

20.00K

Jun 30, 26

0.02%

NOMURA HOLDINGS INC

20.00K

Jun 30, 26

+10.00K

0.02%

EXCEL SECURITIES & ASSOCIATES, INC.

19.00K

Jun 30, 26

-9.00K

0.02%

NBC SECURITIES, INC.

18.30K

Jun 30, 26

0.02%

Concurrent Investment Advisors, LLC

17.36K

Jun 30, 26

+180

0.01%

OPPENHEIMER & CO INC

17.23K

Jun 30, 26

+282

0.01%

DUDLEY CAPITAL MANAGEMENT, LLC

17.00K

Jun 30, 26

-383

0.01%

Bison Wealth, LLC

16.85K

Jun 30, 26

0.01%

B. Riley Wealth Advisors, Inc.

16.65K

Jun 30, 26

-3.91K

0.01%

Camelot Portfolios, LLC

16.58K

Jun 30, 26

-45

0.01%

WealthTrust Asset Management, LLC

15.96K

Jun 30, 26

-1.03K

0.01%

Quantinno Capital Management LP

15.79K

Jun 30, 26

+15.79K

0.01%

Sandy Cove Advisors, LLC

15.60K

Jun 30, 26

0.01%

Virtu Financial LLC

14.96K

Jun 30, 26

+14.96K

0.01%

Cresset Asset Management, LLC

14.40K

Jun 30, 26

0.01%

IHT Wealth Management, LLC

14.38K

Jun 30, 26

+14.38K

0.01%

Onyx Bridge Wealth Group LLC

14.36K

Jun 30, 26

+233

0.01%

Moors & Cabot, Inc.

14.36K

Jun 30, 26

-979

0.01%

HARBOUR INVESTMENTS, INC.

14.03K

Jun 30, 26

-299

0.01%

CI Private Wealth, LLC

13.82K

Jun 30, 26

-477

0.01%

Cape Investment Advisory, Inc.

13.34K

Jun 30, 26

+1.16K

0.01%

Prospera Financial Services Inc

13.13K

Jun 30, 26

+13.13K

0.01%

ProVise Management Group, LLC

13.06K

Jun 30, 26

0.01%

Garden State Investment Advisory Services LLC

12.88K

Jun 30, 26

+2.39K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

12.76K

Jun 30, 26

0.01%

HORIZON KINETICS ASSET MANAGEMENT LLC

12.42K

Jun 30, 26

0.01%

AlphaCore Capital LLC

12.00K

Jun 30, 26

-18.00K

0.01%

WealthTrust Axiom LLC

11.80K

Jun 30, 26

0.01%

BESSEMER GROUP INC

11.70K

Jun 30, 26

+11.70K

0.01%

FIRST FOUNDATION ADVISORS

11.38K

Jun 30, 26

-7.23K

0.01%

Western Wealth Management, LLC

11.16K

Jun 30, 26

0.01%

EASTERN BANK

11.00K

Jun 30, 26

0.01%

Apollon Wealth Management, LLC

10.44K

Jun 30, 26

+185

0.01%

MERCER GLOBAL ADVISORS INC /ADV

8.12K

Jun 30, 26

-5.21K

0.01%

Spire Wealth Management

7.84K

Jun 30, 26

0.01%

BARRETT & COMPANY, INC.

7.00K

Jun 30, 26

0.01%

CITY HOLDING CO

6.00K

Jun 30, 26

0.01%

IFP Advisors, Inc

5.81K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

5.76K

Jun 30, 26

+5.76K

0.00%

Byrne Asset Management LLC

4.75K

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

3.40K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

2.66K

Jun 30, 26

-19.11K

0.00%

Farther Finance Advisors, LLC

2.57K

Jun 30, 26

-266

0.00%

Clear Street Group Inc.

2.39K

Jun 30, 26

+2.39K

0.00%

Allworth Financial LP

2.13K

Jun 30, 26

-2.24K

0.00%

West Branch Capital LLC

2.13K

Jun 30, 26

0.00%

Crewe Advisors LLC

1.84K

Jun 30, 26

+47

0.00%

SRS Capital Advisors, Inc.

1.70K

Jun 30, 26

+1.70K

0.00%

Bogart Wealth, LLC

1.50K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

1.50K

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

1.40K

Jun 30, 26

+1.40K

0.00%

IFG Advisory, LLC

1.27K

Jun 30, 26

+1.27K

0.00%

Integrated Wealth Concepts LLC

1.11K

Jun 30, 26

+1.11K

0.00%

Axiom Investment Management LLC

1.02K

Jun 30, 26

-904

0.00%

HIGHLINE WEALTH PARTNERS LLC

1.00K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

500

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

477

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

304

Jun 30, 26

0.00%

Concord Wealth Partners

276

Jun 30, 26

+276

0.00%

CX Institutional

175

Jun 30, 26

+175

0.00%

ASSETMARK, INC

170

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+96

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-3.54K

BALYASNY ASSET MANAGEMENT L.P.

Jun 30, 26

-15.04K

Private Advisor Group, LLC

Jun 30, 26

-19.77K

Tower Research Capital LLC (TRC)

Jun 30, 26

-1

BOOTHBAY FUND MANAGEMENT, LLC

Jun 30, 26

-19.64K

Sound Income Strategies, LLC

Jun 30, 26

-7.27K

MAI Capital Management

Jun 30, 26

-8.10K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-1.17K

Ellis Investment Partners, LLC

Jun 30, 26

-10.90K

BANK OF AMERICA CORP /DE/

266.32K

Mar 31, 26

-28.67K

0.23%

THRIVENT FINANCIAL FOR LUTHERANS

225.19K

Mar 31, 26

+14.91K

0.19%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

53.77K

Mar 31, 26

+13.60K

0.05%

Jackson Hole Capital Partners, LLC

10.18K

Mar 31, 26

0.01%

CWM, LLC

918

Mar 31, 26

+499

0.00%

COMERICA BANK

33.90K

Dec 31, 25

+4.18K

0.03%

CIBC Private Wealth Group, LLC

Dec 31, 25

-2.00K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-4.11K

Stonegate Investment Group, LLC

18.55K

Sep 30, 25

0.02%

Wela Strategies, Inc.

Sep 30, 25

-46.65K

Atria Wealth Solutions, Inc.

28.98K

Jun 30, 25

-15.05K

0.02%

Congress Wealth Management LLC / DE /

19.77K

Jun 30, 25

0.02%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

3.00K

Jun 30, 25

+3.00K

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-66

Selway Asset Management

59.40K

Mar 31, 25

-1.48K

0.05%

RAYMOND JAMES & ASSOCIATES

440.39K

Sep 30, 24

-6.27K

0.38%

Edmonds Duncan Registered Investment Advisors, LLC

256.49K

Sep 30, 24

+21.14K

0.22%

Raymond James Financial Services Advisors, Inc.

216.09K

Sep 30, 24

+1.37K

0.19%

BENJAMIN F. EDWARDS & COMPANY, INC.

120.35K

Jun 30, 24

+3.30K

0.10%

Relative Value Partners Group, LLC

Jun 30, 24

-741.82K

Cetera Advisors LLC

497.55K

Mar 31, 24

+373.38K

0.43%

Cetera Advisor Networks LLC

124.58K

Mar 31, 24

+13.34K

0.11%

CREDIT SUISSE AG/

35.00K

Mar 31, 24

-15.00K

0.03%

Highlander Capital Management, LLC

500

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

Mar 31, 24

-600

WADE G W & INC

10.08K

Dec 31, 23

+10.08K

0.01%

Baystate Wealth Management LLC

1.52K

Dec 31, 23

+1.52K

0.00%

Bartlett & Co. LLC

255

Dec 31, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

20.53K

Sep 30, 23

+20.53K

0.02%

Claybrook Capital, LLC

19.84K

Sep 30, 23

0.02%

Sutton Wealth Advisors Inc.

12.46K

Sep 30, 23

0.01%

BerganKDV Wealth Management, LLC

23.13K

Jun 30, 23

+875

0.02%

Veritable, L.P.

17.60K

Jun 30, 23

0.02%

Kistler-Tiffany Companies, LLC

1.70K

Jun 30, 23

+1.70K

0.00%

COMPASS FINANCIAL ADVISORS LLC

143.40K

Mar 31, 23

+42.00K

0.12%

Ahrens Investment Partners LLC

1.00K

Mar 31, 23

+1.00K

0.00%

EATON VANCE MANAGEMENT

20.32K

Sep 30, 22

0.02%

American Portfolios Advisors

14.04K

Sep 30, 22

-992

0.01%

B. Riley Wealth Management, Inc.

20.47K

Jun 30, 22

+2.52K

0.02%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

143.87K

Mar 31, 22

-347.27K

0.12%

Meristem Family Wealth, LLC

14.40K

Mar 31, 22

0.01%

NEXT Financial Group, Inc

415

Dec 31, 21

-33

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

72.56K

Sep 30, 21

-10.00K

0.06%

BBVA USA

Sep 30, 21

-180

Winslow, Evans & Crocker, Inc.

14.71K

Dec 31, 20

+10.60K

0.01%

Reby Advisors, LLC

1.12K

Dec 31, 20

+1.12K

0.00%

First Allied Advisory Services, Inc.

82.34K

Sep 30, 20

+817

0.07%

Squar Milner Financial Services LLC

25.60K

Mar 31, 20

-11.22K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

337.34K

Dec 31, 19

+825

0.29%

Crow Point Partners, LLC

81.05K

Dec 31, 19

+13.70K

0.07%

Advisor Group, Inc.

52.61K

Dec 31, 19

-3.16K

0.05%

Chapwood Capital Investment Management, LLC

13.48K

Dec 31, 19

+13.48K

0.01%

SUNTRUST BANKS INC

139.80K

Sep 30, 19

-741

0.12%

BB&T SECURITIES, LLC

59.32K

Sep 30, 19

+5.12K

0.05%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

4.10K

Sep 30, 19

0.00%

NEXT Financial Holdings

1.64K

Mar 31, 19

+1.64K

0.00%

Horizon Kinetics LLC

18.97K

Dec 31, 18

-5.48K

0.02%

DEARBORN CAPITAL MANAGEMENT LLC

98.00K

Sep 30, 18

-98.00K

0.08%

NATIONAL PLANNING CORP

Dec 31, 17

-44.92K

Yellowstone Partners, LLC

Dec 31, 17

-17.02K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-23.07K

Commonwealth Equity Services, Inc

386.69K

Jun 30, 17

-12.54K

0.33%

JANUS HENDERSON INVESTORS US LLC

Mar 31, 17

-47.68K

MSI Financial Services Inc

37.12K

Dec 31, 16

-23.49K

0.03%

Investors Capital Advisory Services

93.81K

Jun 30, 16

-300

0.08%

VSR Financial Services, Inc.

10.50K

Jun 30, 16

-2.73K

0.01%

Gupta Wealth Management LLC

18.41K

Mar 31, 16

-2.00K

0.02%

SUMMIT CAPITAL MANAGEMENT LLC

Mar 31, 16

-30.00K

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

+36

0.00%

Relative Value Partners, LLC

1.26M

Mar 31, 15

+19.13K

1.09%

COHEN & STEERS CAPITAL MANAGEMENT INC

77.74K

Mar 31, 15

+77.74K

0.07%

Placemark Investments, Inc.

22.12K

Dec 31, 14

+22.12K

0.02%

TradeLink Global Equity LLC

7.10K

Dec 31, 14

+7.10K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

1.54K

Dec 31, 14

0.00%

Gary Goldberg Planning Services Inc

1.00K

Dec 31, 14

0.00%

UBS AG

2.92M

Sep 30, 14

+449.62K

2.51%

ADAR Investment Management LP

10.00K

Sep 30, 14

0.01%

1919 Investment Counsel, LLC

800

Sep 30, 14

0.00%

STIFEL NICOLAUS & CO INC \MO\

77.20K

Sep 30, 13

-2.59K

0.07%

First Allied Securities, Inc.

140.19K

Jun 30, 12

+7.92K

0.12%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.43M

Jun 30, 10

+220.54K

1.23%

LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST

Jun 30, 08

-31.06K