FCVT(FCVT)
FCVT
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 283.62K | Jun 30, 26 | +111.05K | 13.83% |
| TRUIST FINANCIAL CORP | 33.84K | Jun 30, 26 | +86 | 1.65% |
| RiverTree Advisors, LLC | 28.73K | Jun 30, 26 | -4.48K | 1.40% |
| Kestra Advisory Services, LLC | 27.28K | Jun 30, 26 | -14.69K | 1.33% |
| D.A. DAVIDSON & CO. | 26.75K | Jun 30, 26 | +2.46K | 1.31% |
| Cambridge Investment Research Advisors, Inc. | 24.95K | Jun 30, 26 | -44.86K | 1.22% |
| Coastal Investment Advisors, Inc. | 9.84K | Jun 30, 26 | +2.50K | 0.48% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 9.30K | Jun 30, 26 | -24 | 0.45% |
| Horst & Graben Wealth Management LLC | 8.21K | Jun 30, 26 | -161 | 0.40% |
| Synergy Asset Management, LLC | 6.56K | Jun 30, 26 | -8.34K | 0.32% |
| Prospera Financial Services Inc | 6.03K | Jun 30, 26 | +395 | 0.29% |
| American Financial Advisors, LLC | 5.94K | Jun 30, 26 | -645 | 0.29% |
| Elevation Capital Advisory, LLC | 5.26K | Jun 30, 26 | +5.26K | 0.26% |
| City Center Advisors, LLC | 3.99K | Jun 30, 26 | +3.99K | 0.19% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.39K | Jun 30, 26 | +90 | 0.12% |
| Farther Finance Advisors, LLC | 1.53K | Jun 30, 26 | -- | 0.07% |
| HARBOR INVESTMENT ADVISORY, LLC | 850 | Jun 30, 26 | -- | 0.04% |
| NBC SECURITIES, INC. | 268 | Jun 30, 26 | +1 | 0.01% |
| AdvisorNet Financial, Inc | 144 | Jun 30, 26 | -- | 0.01% |
| Institute for Wealth Management, LLC. | 85 | Jun 30, 26 | +85 | 0.00% |
| EverSource Wealth Advisors, LLC | 18 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 5 | Jun 30, 26 | +4 | 0.00% |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -118 | -- |
| Richmond Investment Services, LLC | -- | Jun 30, 26 | -5.43K | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -1.19K | -- |
| LPL Financial LLC | 186.62K | Mar 31, 26 | +21.74K | 9.10% |
| ADVISOR GROUP HOLDINGS, INC. | 164.84K | Mar 31, 26 | +138.13K | 8.04% |
| RAYMOND JAMES FINANCIAL INC | 116.94K | Mar 31, 26 | +18.13K | 5.70% |
| JANE STREET GROUP, LLC | 92.97K | Mar 31, 26 | -7.70K | 4.54% |
| Proactive Wealth Strategies LLC | 83.22K | Mar 31, 26 | +40.17K | 4.06% |
| MORGAN STANLEY | 74.76K | Mar 31, 26 | -10.88K | 3.65% |
| Private Advisory Group LLC | 71.93K | Mar 31, 26 | -14.73K | 3.51% |
| ROYAL BANK OF CANADA | 63.08K | Mar 31, 26 | -25.78K | 3.08% |
| Independent Advisor Alliance | 51.10K | Mar 31, 26 | +51.10K | 2.49% |
| BANK OF AMERICA CORP /DE/ | 46.15K | Mar 31, 26 | +5.80K | 2.25% |
| Kestra Advisory Services, LLC | 41.97K | Mar 31, 26 | -350 | 2.05% |
| TRUIST FINANCIAL CORP | 33.76K | Mar 31, 26 | +14.44K | 1.65% |
| Cetera Investment Advisers | 32.85K | Mar 31, 26 | +931 | 1.60% |
| CWM, LLC | 26.38K | Mar 31, 26 | +19.99K | 1.29% |
| Hershey Financial Advisers, LLC | 24.34K | Mar 31, 26 | +846 | 1.19% |
| Tidemark, LLC | 22.55K | Mar 31, 26 | -- | 1.10% |
| STIFEL FINANCIAL CORP | 18.82K | Mar 31, 26 | -1.81K | 0.92% |
| ENVESTNET ASSET MANAGEMENT INC | 18.01K | Mar 31, 26 | -4.51K | 0.88% |
| Resources Investment Advisors, LLC. | 15.02K | Mar 31, 26 | +1.45K | 0.73% |
| Stratos Wealth Partners, LTD. | 14.30K | Mar 31, 26 | -4 | 0.70% |
| JPMORGAN CHASE & CO | 13.97K | Mar 31, 26 | -1.79K | 0.68% |
| Kovack Advisors, Inc. | 11.77K | Mar 31, 26 | -365 | 0.57% |
| SkyOak Wealth, LLC | 11.54K | Mar 31, 26 | -- | 0.56% |
| Concentrum Wealth Management | 7.54K | Mar 31, 26 | +3 | 0.37% |
| TSA Wealth Managment LLC | 7.08K | Mar 31, 26 | -15 | 0.35% |
| EVERETT HARRIS & CO /CA/ | 6.58K | Mar 31, 26 | -- | 0.32% |
| Richmond Investment Services, LLC | 5.43K | Mar 31, 26 | +2 | 0.26% |
| Advisory Services Network, LLC | 1.83K | Mar 31, 26 | +1.83K | 0.09% |
| Allworth Financial LP | 1.70K | Mar 31, 26 | -- | 0.08% |
| Western Wealth Management, LLC | 800 | Mar 31, 26 | +800 | 0.04% |
| Geneos Wealth Management Inc. | 650 | Mar 31, 26 | -- | 0.03% |
| Rockefeller Capital Management L.P. | 517 | Mar 31, 26 | -172 | 0.03% |
| BLAIR WILLIAM & CO/IL | 295 | Mar 31, 26 | -- | 0.01% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 203 | Mar 31, 26 | +203 | 0.01% |
| N.E.W. Advisory Services LLC | 125 | Mar 31, 26 | -177 | 0.01% |
| ASSETMARK, INC | 112 | Mar 31, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 111 | Mar 31, 26 | +82 | 0.01% |
| Caitlin John, LLC | 108 | Mar 31, 26 | -- | 0.01% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 91 | Mar 31, 26 | +91 | 0.00% |
| WELLS FARGO & COMPANY/MN | 85 | Mar 31, 26 | -87 | 0.00% |
| Coppell Advisory Solutions LLC | -- | Mar 31, 26 | -10.85K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Mar 31, 26 | -5.34K | -- |
| Elequin Securities, LLC | -- | Mar 31, 26 | -17.50K | -- |
| UBS Group AG | -- | Mar 31, 26 | -6 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -11.15K | -- |
| US BANCORP \DE\ | -- | Mar 31, 26 | -10.81K | -- |
| AE Wealth Management LLC | -- | Mar 31, 26 | -652 | -- |
| Global Retirement Partners, LLC | 6.09K | Dec 31, 25 | +1.18K | 0.30% |
| RAYMOND JAMES & ASSOCIATES | 55.60K | Sep 30, 24 | -37.13K | 2.71% |
| Raymond James Financial Services Advisors, Inc. | 30.62K | Sep 30, 24 | -116 | 1.49% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 4.73K | Jun 30, 24 | -107 | 0.23% |
| Coppell Advisory Solutions Corp. | 121.04K | Mar 31, 24 | +121.04K | 5.90% |
| Cetera Advisor Networks LLC | 30.90K | Mar 31, 24 | +2.17K | 1.51% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13.40K | Sep 30, 22 | -5.26K | 0.65% |
| American Portfolios Advisors | -- | Sep 30, 22 | -1.16K | -- |
| NEXT Financial Group, Inc | 18.97K | Dec 31, 21 | -1.31K | 0.93% |
| Advisor Group, Inc. | 66.16K | Dec 31, 19 | +3.29K | 3.23% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 42.88K | Dec 31, 19 | +71 | 2.09% |
| BB&T SECURITIES, LLC | 21.19K | Sep 30, 19 | +758 | 1.03% |
| HL FINANCIAL SERVICES LLC | 29.88K | Mar 31, 19 | -33.22K | 1.46% |
| BKS ADVISORS, LLC | 15.06K | Mar 31, 19 | +6.65K | 0.73% |
| IFC Holdings Incorporated/FL | 88.35K | Dec 31, 17 | -3.76K | 4.31% |
| BB&T INVESTMENT SERVICES, INC. | 548 | Dec 31, 17 | -- | 0.03% |
| Virtu KCG Holdings LLC | 32.52K | Jun 30, 17 | -14.55K | 1.59% |
| WFG Advisors, LP | 500 | Jun 30, 17 | -- | 0.02% |