Gabelli Equity Trust Inc.(GAB)

$5.71—

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Gabelli Equity Trust Inc.(GAB)

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$5.71—

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GAB(GAB)

GAB

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Institutional Ownership

Top 315 Institutional Holders

Holder	Shares	Date	Change	% Held
RIVERNORTH CAPITAL MANAGEMENT, LLC	6.61M	Jun 30, 26	+6.61M	2.12%
Ursa Fund Management, LLC	5.56M	Jun 30, 26	+5.19M	1.79%
LPL Financial LLC	4.30M	Jun 30, 26	-187.40K	1.38%
MORGAN STANLEY	2.60M	Jun 30, 26	+126.33K	0.84%
Shaker Financial Services, LLC	2.07M	Jun 30, 26	+2.07M	0.67%
Karpus Management, Inc.	1.97M	Jun 30, 26	+1.97M	0.63%
COMMONWEALTH EQUITY SERVICES, LLC	1.56M	Jun 30, 26	+35.91K	0.50%
ABSOLUTE INVESTMENT ADVISERS, LLC	1.51M	Jun 30, 26	+1.51M	0.48%
COHEN & STEERS, INC.	1.13M	Jun 30, 26	+853.65K	0.36%
J.W. COLE ADVISORS, INC.	998.46K	Jun 30, 26	+998.46K	0.32%
GAMCO INVESTORS, INC. ET AL	925.84K	Jun 30, 26	+84.17K	0.30%
BANK OF AMERICA CORP /DE/	894.77K	Jun 30, 26	+427.54K	0.29%
Cetera Investment Advisers	738.89K	Jun 30, 26	+30.39K	0.24%
RAYMOND JAMES FINANCIAL INC	717.39K	Jun 30, 26	+104.81K	0.23%
SIT INVESTMENT ASSOCIATES INC	669.07K	Jun 30, 26	+669.07K	0.21%
INDEPENDENT FINANCIAL GROUP, LLC	663.87K	Jun 30, 26	+78.20K	0.21%
PHILADELPHIA TRUST CO	655.22K	Jun 30, 26	-368.20K	0.21%
Live Oak Private Wealth LLC	635.25K	Jun 30, 26	+121.08K	0.20%
Quarry LP	624.17K	Jun 30, 26	+434.71K	0.20%
WELLS FARGO & COMPANY/MN	605.20K	Jun 30, 26	+26.42K	0.19%
Cambridge Investment Research Advisors, Inc.	593.23K	Jun 30, 26	+24.16K	0.19%
ROYAL BANK OF CANADA	575.39K	Jun 30, 26	+23.48K	0.18%
Kestra Advisory Services, LLC	498.83K	Jun 30, 26	+45.86K	0.16%
SCOTIA CAPITAL INC.	458.17K	Jun 30, 26	+3.59K	0.15%
UBS Group AG	424.08K	Jun 30, 26	+120.08K	0.14%
1607 Capital Partners, LLC	400.00K	Jun 30, 26	+400.00K	0.13%
Steward Partners Investment Advisory, LLC	364.38K	Jun 30, 26	+45.10K	0.12%
Cerity Partners LLC	359.46K	Jun 30, 26	+13.68K	0.12%
Accel Wealth Management	323.54K	Jun 30, 26	-20.10K	0.10%
Creative Planning	322.13K	Jun 30, 26	-3.81K	0.10%
GUGGENHEIM CAPITAL LLC	320.40K	Jun 30, 26	+16.52K	0.10%
NOMURA HOLDINGS INC	313.82K	Jun 30, 26	+291.03K	0.10%
Golden State Wealth Management, LLC	267.91K	Jun 30, 26	-19.39K	0.09%
ENVESTNET ASSET MANAGEMENT INC	266.84K	Jun 30, 26	-2.79K	0.09%
ADVISOR GROUP HOLDINGS, INC.	262.83K	Jun 30, 26	+13.83K	0.08%
Private Advisor Group, LLC	240.37K	Jun 30, 26	+39.91K	0.08%
Marks Group Wealth Management, Inc	227.71K	Jun 30, 26	--	0.07%
Rockefeller Capital Management L.P.	214.28K	Jun 30, 26	-929	0.07%
WEDBUSH SECURITIES INC	200.33K	Jun 30, 26	+9.80K	0.06%
TRUIST FINANCIAL CORP	199.92K	Jun 30, 26	-97.52K	0.06%
IMC-Chicago, LLC	183.33K	Jun 30, 26	+183.33K	0.06%
Yakira Capital Management, Inc.	179.96K	Jun 30, 26	-182.44K	0.06%
Almitas Capital LLC	169.70K	Jun 30, 26	+169.70K	0.05%
Janney Montgomery Scott LLC	161.08K	Jun 30, 26	+1.93K	0.05%
WOLVERINE ASSET MANAGEMENT LLC	153.01K	Jun 30, 26	+153.01K	0.05%
Clear Street Group Inc.	150.00K	Jun 30, 26	+150.00K	0.05%
JANE STREET GROUP, LLC	148.43K	Jun 30, 26	+87.14K	0.05%
Wealthspire Advisors, LLC	147.12K	Jun 30, 26	+24	0.05%
TrueMark Investments, LLC	145.44K	Jun 30, 26	+145.44K	0.05%
Mariner, LLC	139.21K	Jun 30, 26	+73.16K	0.04%
Dynamic Advisor Solutions LLC	137.42K	Jun 30, 26	+2.95K	0.04%
Valley Brook Capital Group, Inc.	133.34K	Jun 30, 26	-624	0.04%
MML INVESTORS SERVICES, LLC	128.36K	Jun 30, 26	+40.97K	0.04%
Kera Capital Partners, Inc.	114.00K	Jun 30, 26	+8.22K	0.04%
PFG Investments, LLC	108.26K	Jun 30, 26	+6.79K	0.03%
HOLLENCREST CAPITAL MANAGEMENT	106.24K	Jun 30, 26	+10.71K	0.03%
Stratos Wealth Partners, LTD.	102.30K	Jun 30, 26	-5.19K	0.03%
CAPTRUST FINANCIAL ADVISORS	94.92K	Jun 30, 26	-5.53K	0.03%
Advisory Services Network, LLC	92.63K	Jun 30, 26	-2.27K	0.03%
HighTower Advisors, LLC	90.47K	Jun 30, 26	+348	0.03%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	89.76K	Jun 30, 26	+479	0.03%
OPPENHEIMER & CO INC	89.50K	Jun 30, 26	+244	0.03%
JPMORGAN CHASE & CO	86.50K	Jun 30, 26	+16.70K	0.03%
LEIGH BALDWIN & CO., LLC	86.08K	Jun 30, 26	--	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	78.86K	Jun 30, 26	+35.09K	0.03%
BROWN BROTHERS HARRIMAN & CO	77.12K	Jun 30, 26	+77.12K	0.02%
HCR Wealth Advisors	75.35K	Jun 30, 26	--	0.02%
STIFEL FINANCIAL CORP	75.10K	Jun 30, 26	-4.92K	0.02%
Darden Wealth Group Inc	73.90K	Jun 30, 26	+16.90K	0.02%
BRIGHTON JONES LLC	72.70K	Jun 30, 26	+72.70K	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	71.32K	Jun 30, 26	+3.30K	0.02%
Equitable Holdings, Inc.	71.10K	Jun 30, 26	+5.50K	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	67.68K	Jun 30, 26	-3.93K	0.02%
XTX Topco Ltd	65.08K	Jun 30, 26	+65.08K	0.02%
Core Wealth Advisors, Inc.	63.36K	Jun 30, 26	+26.62K	0.02%
Kingstone Capital Partners Texas, LLC	53.92K	Jun 30, 26	+10.86K	0.02%
Midwest Trust Co	52.81K	Jun 30, 26	--	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	49.43K	Jun 30, 26	+49.43K	0.02%
AMERIPRISE FINANCIAL INC	49.33K	Jun 30, 26	+1.00K	0.02%
Plancorp, LLC	47.90K	Jun 30, 26	--	0.02%
BENJAMIN EDWARDS INC	47.81K	Jun 30, 26	+2.96K	0.02%
Arista Wealth Management, LLC	47.13K	Jun 30, 26	--	0.02%
Shulman DeMeo Asset Management LLC	44.63K	Jun 30, 26	-3.17K	0.01%
Dakota Wealth Management	44.61K	Jun 30, 26	+44.61K	0.01%
MISSION WEALTH MANAGEMENT, LP	41.82K	Jun 30, 26	+4.24K	0.01%
Graves Light Lenhart Wealth, Inc.	41.22K	Jun 30, 26	--	0.01%
Pensionmark Financial Group, LLC	38.96K	Jun 30, 26	-49.70K	0.01%
Allworth Financial LP	38.95K	Jun 30, 26	+12	0.01%
AQR CAPITAL MANAGEMENT LLC	38.00K	Jun 30, 26	-7.38K	0.01%
MILLENNIUM MANAGEMENT LLC	36.87K	Jun 30, 26	+36.87K	0.01%
IFG Advisory, LLC	35.88K	Jun 30, 26	+32.58K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	35.03K	Jun 30, 26	-26.82K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	34.64K	Jun 30, 26	+336	0.01%
Kapstone Financial Advisors LLC	34.44K	Jun 30, 26	+3.08K	0.01%
Brookstone Capital Management	34.27K	Jun 30, 26	+10.94K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	34.14K	Jun 30, 26	+6.40K	0.01%
SMITH, MOORE & CO.	33.88K	Jun 30, 26	+10.51K	0.01%
Marex Group plc	32.55K	Jun 30, 26	+32.55K	0.01%
Legacy Wealth Management, LLC / MS	32.22K	Jun 30, 26	+356	0.01%
Symphony Financial Services, Inc.	32.15K	Jun 30, 26	+248	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	31.80K	Jun 30, 26	-23.56K	0.01%
NBC SECURITIES, INC.	29.18K	Jun 30, 26	-16.99K	0.01%
NorthRock Partners, LLC	28.60K	Jun 30, 26	-3.51K	0.01%
PARK AVENUE SECURITIES LLC	28.12K	Jun 30, 26	+2.56K	0.01%
Pekin Hardy Strauss, Inc.	27.75K	Jun 30, 26	-129	0.01%
MIDLAND WEALTH ADVISORS LLC	26.75K	Jun 30, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	26.20K	Jun 30, 26	+44	0.01%
EP Wealth Advisors, LLC	25.71K	Jun 30, 26	+25.71K	0.01%
Mendel Capital Management LLC	25.64K	Jun 30, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	25.58K	Jun 30, 26	+19.67K	0.01%
Avidian Wealth Solutions, LLC	25.50K	Jun 30, 26	+2.30K	0.01%
Atomi Financial Group, Inc.	25.34K	Jun 30, 26	-1.46K	0.01%
Savvy Advisors, Inc.	24.55K	Jun 30, 26	+124	0.01%
Quad-Cities Investment Group, LLC	23.65K	Jun 30, 26	-282	0.01%
Per Stirling Capital Management, LLC.	22.85K	Jun 30, 26	+22.85K	0.01%
Insight Advisors, LLC/ PA	21.84K	Jun 30, 26	--	0.01%
Hilltop Holdings Inc.	21.41K	Jun 30, 26	+632	0.01%
Capital Square, LLC	20.62K	Jun 30, 26	+1.88K	0.01%
FIFTH THIRD BANCORP	20.54K	Jun 30, 26	--	0.01%
Northstar Group, Inc.	20.52K	Jun 30, 26	--	0.01%
Chancellor Financial Group WB LP	20.32K	Jun 30, 26	+358	0.01%
Abel Hall, LLC	20.00K	Jun 30, 26	+20.00K	0.01%
Fisher Asset Management, LLC	20.00K	Jun 30, 26	+20.00K	0.01%
MOTCO	19.91K	Jun 30, 26	--	0.01%
NICOLET BANKSHARES INC	19.14K	Jun 30, 26	+19.14K	0.01%
BEACON INVESTMENT ADVISORY SERVICES, INC.	19.00K	Jun 30, 26	--	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	18.97K	Jun 30, 26	-7.97K	0.01%
EAGLE WEALTH STRATEGIES LLC	18.62K	Jun 30, 26	--	0.01%
SYM FINANCIAL Corp	17.89K	Jun 30, 26	+466	0.01%
Savant Capital, LLC	17.71K	Jun 30, 26	+5.41K	0.01%
Montz Harcus Wealth Management LLC	17.57K	Jun 30, 26	+458	0.01%
Register Financial Advisors LLC	17.48K	Jun 30, 26	+460	0.01%
Modera Wealth Management, LLC	17.20K	Jun 30, 26	--	0.01%
Alpine Global Management, LLC	17.09K	Jun 30, 26	-319.25K	0.01%
GLENMEDE TRUST CO NA	17.02K	Jun 30, 26	+1.55K	0.01%
MGO ONE SEVEN LLC	16.93K	Jun 30, 26	+2.01K	0.01%
STEPHENS INC /AR/	16.87K	Jun 30, 26	--	0.01%
Baird Financial Group, Inc.	16.57K	Jun 30, 26	+16.57K	0.01%
JOHNSON INVESTMENT COUNSEL INC	16.40K	Jun 30, 26	+349	0.01%
LRI Investments, LLC	16.35K	Jun 30, 26	--	0.01%
HRT FINANCIAL LP	16.00K	Jun 30, 26	+16.00K	0.01%
Benchmark Financial Wealth Advisors, LLC	15.97K	Jun 30, 26	+419	0.01%
Curran Financial Partners, LLC	15.32K	Jun 30, 26	--	0.00%
Drucker Wealth 3.0, LLC	15.21K	Jun 30, 26	-31	0.00%
TCG Advisory Services, LLC	15.20K	Jun 30, 26	--	0.00%
Acropolis Investment Management, LLC	14.33K	Jun 30, 26	--	0.00%
Csenge Advisory Group	14.15K	Jun 30, 26	+371	0.00%
Wellington Shields Capital Management, LLC	13.86K	Jun 30, 26	--	0.00%
SAGESPRING WEALTH PARTNERS, LLC	13.85K	Jun 30, 26	+95	0.00%
MTM Investment Management, LLC	13.53K	Jun 30, 26	--	0.00%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	13.37K	Jun 30, 26	+348	0.00%
JACKSON THORNTON ASSET MANAGEMENT, LLC	13.24K	Jun 30, 26	+13.24K	0.00%
Safeguard Investment Advisory Group, LLC	13.20K	Jun 30, 26	+1.25K	0.00%
Tactive Advisors, LLC	12.98K	Jun 30, 26	-2.19K	0.00%
RFG - Bristol Wealth Advisors, LLC	12.46K	Jun 30, 26	-1.91K	0.00%
Schiavi & Co LLC	12.13K	Jun 30, 26	+12.13K	0.00%
Morton Capital Management LLC/CA	12.12K	Jun 30, 26	+6	0.00%
New England Private Wealth Advisors LLC	11.45K	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	11.35K	Jun 30, 26	-4.95K	0.00%
SUMMIT WEALTH GROUP LLC / CO	11.35K	Jun 30, 26	--	0.00%
Colony Group, LLC	10.76K	Jun 30, 26	-10.69K	0.00%
Garrett Wealth Advisory Group, LLC	10.67K	Jun 30, 26	+10.67K	0.00%
CASCADE INVESTMENT GROUP, INC.	10.65K	Jun 30, 26	-1.10K	0.00%
Meridian Wealth Management, LLC	10.53K	Jun 30, 26	+99	0.00%
Texas Yale Capital Corp.	10.50K	Jun 30, 26	-500	0.00%
NOVEM GROUP	10.49K	Jun 30, 26	--	0.00%
Mutual Advisors, LLC	10.24K	Jun 30, 26	+10.24K	0.00%
CSS LLC/IL	10.23K	Jun 30, 26	+10.23K	0.00%
Sanctuary Advisors, LLC	10.15K	Jun 30, 26	--	0.00%
SMART Wealth LLC	10.04K	Jun 30, 26	+10.04K	0.00%
PINNACLE ASSOCIATES LTD	10.00K	Jun 30, 26	+10.00K	0.00%
Mount Yale Investment Advisors, LLC	10.00K	Jun 30, 26	-3.48K	0.00%
Vestmark Advisory Solutions, Inc.	10.00K	Jun 30, 26	-3.48K	0.00%
TD Waterhouse Canada Inc.	9.15K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	8.40K	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	8.11K	Jun 30, 26	+8.11K	0.00%
SRS Capital Advisors, Inc.	7.90K	Jun 30, 26	+7.90K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.86K	Jun 30, 26	-2.31K	0.00%
Kentucky Trust Co	7.40K	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	6.38K	Jun 30, 26	+6.38K	0.00%
ROTHSCHILD INVESTMENT LLC	6.00K	Jun 30, 26	--	0.00%
Wellington Shields & Co., LLC	5.43K	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	5.34K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	5.10K	Jun 30, 26	-5.10K	0.00%
CoreCap Advisors, LLC	4.93K	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	3.45K	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	3.03K	Jun 30, 26	+79	0.00%
ARMSTRONG ADVISORY GROUP, INC	3.01K	Jun 30, 26	+79	0.00%
Quent Capital, LLC	3.00K	Jun 30, 26	+3.00K	0.00%
Hilltop National Bank	2.75K	Jun 30, 26	--	0.00%
American Capital Advisory, LLC	2.29K	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	2.00K	Jun 30, 26	+2.00K	0.00%
Glen Eagle Advisors, LLC	1.91K	Jun 30, 26	--	0.00%
Gen-Wealth Partners Inc	1.90K	Jun 30, 26	-1.20K	0.00%
IFP Advisors, Inc	1.67K	Jun 30, 26	-4.01K	0.00%
JONES FINANCIAL COMPANIES LLLP	1.47K	Jun 30, 26	+1.47K	0.00%
SOA Wealth Advisors, LLC.	1.20K	Jun 30, 26	--	0.00%
Thomas J. Herzfeld Advisors, Inc.	1.13K	Jun 30, 26	+29	0.00%
Smallwood Wealth Investment Management, LLC	1.13K	Jun 30, 26	--	0.00%
Spire Wealth Management	1.00K	Jun 30, 26	--	0.00%
Community Bank, N.A.	1.00K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	785	Jun 30, 26	+454	0.00%
MB, LEVIS & ASSOCIATES, LLC	745	Jun 30, 26	+745	0.00%
Federation des caisses Desjardins du Quebec	739	Jun 30, 26	--	0.00%
ASSETMARK, INC	648	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	500	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	411	Jun 30, 26	+411	0.00%
Prestige Wealth Management Group LLC	343	Jun 30, 26	--	0.00%
Frazier Financial Advisors, LLC	327	Jun 30, 26	--	0.00%
Key FInancial Inc	100	Jun 30, 26	--	0.00%
Larson Financial Group LLC	80	Jun 30, 26	+80	0.00%
Global Retirement Partners, LLC	70	Jun 30, 26	+70	0.00%
MAI Capital Management	--	Jun 30, 26	-4.94K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-16.73K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-3.30K	--
Independent Advisor Alliance	--	Jun 30, 26	-405.59K	--
Virtu Financial LLC	--	Jun 30, 26	-10.27K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-91.07K	--
HOWE & RUSLING INC	--	Jun 30, 26	-728	--
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-3.92K	--
CIBC WORLD MARKET INC.	--	Jun 30, 26	-26.02K	--
Cable Car Capital LLC	--	Jun 30, 26	-200.00K	--
Sigma Planning Corp	--	Jun 30, 26	-13.11K	--
Oxford Wealth Group, LLC	--	Jun 30, 26	-16.73K	--
Vanguard National Trust Co	--	Jun 30, 26	-183	--
Golden State Equity Partners	--	Jun 30, 26	-181.82K	--
BOOTHBAY FUND MANAGEMENT, LLC	--	Jun 30, 26	-352.06K	--
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	--	Jun 30, 26	-1.16K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-104	--
Aurora Private Wealth, Inc.	--	Jun 30, 26	-11.57K	--
SILVER OAK SECURITIES, INCORPORATED	--	Jun 30, 26	-19.81K	--
SCHMIDT P J INVESTMENT MANAGEMENT INC	--	Jun 30, 26	-23.00K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-451	--
Addison Advisors LLC	--	Jun 30, 26	-500	--
NewEdge Advisors, LLC	--	Jun 30, 26	-10.68K	--
Equitable Holdings, Inc.	65.60K	Mar 31, 26	+2.50K	0.02%
EXENCIAL WEALTH ADVISORS, LLC	48.72K	Mar 31, 26	--	0.02%
Kingsview Wealth Management, LLC	36.83K	Mar 31, 26	-2.54K	0.01%
Beacon Pointe Advisors, LLC	18.99K	Mar 31, 26	+3.26K	0.01%
CWM, LLC	12.82K	Mar 31, 26	-4.84K	0.00%
Financial Gravity Asset Management, Inc.	2.00K	Mar 31, 26	--	0.00%
Blue Barn Wealth, LLC	24.28K	Dec 31, 25	+24.28K	0.01%
MidWestOne Financial Group, Inc.	19.14K	Dec 31, 25	--	0.01%
COMERICA BANK	16.54K	Dec 31, 25	--	0.01%
Vantage Financial Partners, LLC	14.98K	Dec 31, 25	-316	0.00%
CIBC Private Wealth Group, LLC	1.56K	Dec 31, 25	+36	0.00%
Stonegate Investment Group, LLC	49.14K	Sep 30, 25	+1.17K	0.02%
SYNOVUS FINANCIAL CORP	39.47K	Sep 30, 25	--	0.01%
Moloney Securities Asset Management, LLC	15.88K	Sep 30, 25	+48	0.01%
Glenmede Investment Management, LP	15.47K	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	46.00K	Jun 30, 25	-220	0.01%
Atria Wealth Solutions, Inc.	42.03K	Jun 30, 25	-44.38K	0.01%
Good Life Advisors, LLC	22.16K	Jun 30, 25	+2.02K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	3.75K	Jun 30, 25	+3.75K	0.00%
Sheaff Brock Investment Advisors, LLC	33.49K	Mar 31, 25	--	0.01%
CAROLINAS WEALTH CONSULTING LLC	1.27K	Mar 31, 25	--	0.00%
Executive Wealth Management, LLC	15.00K	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	283.45K	Sep 30, 24	-46.67K	0.09%
RAYMOND JAMES & ASSOCIATES	204.66K	Sep 30, 24	-196	0.07%
CIC Wealth, LLC	10.70K	Sep 30, 24	+10.70K	0.00%
M&R CAPITAL MANAGEMENT INC	692	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	4.90K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	1.81K	Jun 30, 24	-4.50K	0.00%
Cetera Advisor Networks LLC	407.61K	Mar 31, 24	-11.44K	0.13%
Eudaimonia Partners, LLC	50.00K	Mar 31, 24	--	0.02%
Connectus Wealth, LLC	19.67K	Mar 31, 24	+19.67K	0.01%
Highlander Capital Management, LLC	1.50K	Mar 31, 24	--	0.00%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	--	Mar 31, 24	-5.35K	--
Day & Ennis, LLC	18.05K	Dec 31, 23	--	0.01%
Baystate Wealth Management LLC	2.26K	Dec 31, 23	+2.26K	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	10.12K	Sep 30, 23	+10.12K	0.00%
BerganKDV Wealth Management, LLC	623.34K	Jun 30, 23	+824	0.20%
Ahrens Investment Partners LLC	1.64K	Mar 31, 23	+1.64K	0.00%
YorkBridge Wealth Partners, LLC	15.00K	Dec 31, 22	--	0.00%
Red Cedar Capital, LLC	847	Dec 31, 22	--	0.00%
Bickling Financial Services, Inc.	--	Dec 31, 22	-11.51K	--
American Portfolios Advisors	7.58K	Sep 30, 22	+5.55K	0.00%
Covington Capital Management	3.59K	Sep 30, 22	+89	0.00%
FourThought Financial, LLC	602	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	32.04K	Jun 30, 22	-44.33K	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-1.20K	--
BREITER CAPITAL MANAGEMENT INC	10.00K	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	28.77K	Dec 31, 21	+19.73K	0.01%
Castle Financial & Retirement Planning Associates, Inc.	400	Dec 31, 21	+400	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	56.24K	Sep 30, 21	+16.60K	0.02%
LEVEL FOUR FINANCIAL, LLC	55.92K	Sep 30, 21	+5.93K	0.02%
Ameritas Investment Company, LLC	51.11K	Sep 30, 21	+31.11K	0.02%
Homrich & Berg	19.69K	Sep 30, 21	--	0.01%
QCI ASSET MANAGEMENT INC/NY	13.00K	Sep 30, 21	+1.00K	0.00%
Filbrandt Wealth Management, LLC	10.46K	Sep 30, 21	+10.46K	0.00%
Reby Advisors, LLC	13.60K	Dec 31, 20	+13.60K	0.00%
First Allied Advisory Services, Inc.	97.29K	Sep 30, 20	-3.89K	0.03%
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-48.70K	--
Jolley Asset Management, LLC	412.29K	Mar 31, 20	--	0.13%
Advisor Group, Inc.	355.63K	Dec 31, 19	+13.60K	0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.	123.08K	Dec 31, 19	+14.00K	0.04%
SUNTRUST BANKS INC	57.98K	Sep 30, 19	--	0.02%
MONROE BANK & TRUST/MI	11.84K	Jun 30, 19	--	0.00%
NEXT Financial Holdings	7.60K	Mar 31, 19	+7.60K	0.00%
LOEB PARTNERS CORP	2.44K	Mar 31, 19	--	0.00%
Oak Point Wealth Management	88.65K	Mar 31, 18	+88.65K	0.03%
IFC Holdings Incorporated/FL	627.12K	Dec 31, 17	-18.31K	0.20%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-16.57K	--
Jacobus Wealth Management, Inc.	178.97K	Sep 30, 17	+4.24K	0.06%
Commonwealth Equity Services, Inc	556.40K	Jun 30, 17	+54.86K	0.18%
Virtu KCG Holdings LLC	17.42K	Jun 30, 17	+17.42K	0.01%
MSI Financial Services Inc	196.39K	Dec 31, 16	+312	0.06%
COHEN & STEERS CAPITAL MANAGEMENT INC	1.56M	Mar 31, 15	+1.56M	0.50%
Gary Goldberg Planning Services Inc	11.70K	Dec 31, 14	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	4.25K	Dec 31, 14	--	0.00%
UBS AG	1.93M	Sep 30, 14	+324.65K	0.62%
Del Mar Asset Management, LP	446.20K	Sep 30, 14	+446.20K	0.14%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-22.70K	--
Jane Street Holding, LLC	125.27K	Dec 31, 13	+85.98K	0.04%
First Allied Securities, Inc.	70.65K	Jun 30, 12	-124.38K	0.02%

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Holder

Date

Change

% Held

RIVERNORTH CAPITAL MANAGEMENT, LLC

6.61M

Jun 30, 26

+6.61M

2.12%

Ursa Fund Management, LLC

5.56M

Jun 30, 26

+5.19M

1.79%

LPL Financial LLC

4.30M

Jun 30, 26

-187.40K

1.38%

MORGAN STANLEY

2.60M

Jun 30, 26

+126.33K

0.84%

Shaker Financial Services, LLC

2.07M

Jun 30, 26

+2.07M

0.67%

Karpus Management, Inc.

1.97M

Jun 30, 26

+1.97M

0.63%

COMMONWEALTH EQUITY SERVICES, LLC

1.56M

Jun 30, 26

+35.91K

0.50%

ABSOLUTE INVESTMENT ADVISERS, LLC

1.51M

Jun 30, 26

+1.51M

0.48%

COHEN & STEERS, INC.

1.13M

Jun 30, 26

+853.65K

0.36%

J.W. COLE ADVISORS, INC.

998.46K

Jun 30, 26

+998.46K

0.32%

GAMCO INVESTORS, INC. ET AL

925.84K

Jun 30, 26

+84.17K

0.30%

BANK OF AMERICA CORP /DE/

894.77K

Jun 30, 26

+427.54K

0.29%

Cetera Investment Advisers

738.89K

Jun 30, 26

+30.39K

0.24%

RAYMOND JAMES FINANCIAL INC

717.39K

Jun 30, 26

+104.81K

0.23%

SIT INVESTMENT ASSOCIATES INC

669.07K

Jun 30, 26

+669.07K

0.21%

INDEPENDENT FINANCIAL GROUP, LLC

663.87K

Jun 30, 26

+78.20K

0.21%

PHILADELPHIA TRUST CO

655.22K

Jun 30, 26

-368.20K

0.21%

Live Oak Private Wealth LLC

635.25K

Jun 30, 26

+121.08K

0.20%

Quarry LP

624.17K

Jun 30, 26

+434.71K

0.20%

WELLS FARGO & COMPANY/MN

605.20K

Jun 30, 26

+26.42K

0.19%

Cambridge Investment Research Advisors, Inc.

593.23K

Jun 30, 26

+24.16K

0.19%

ROYAL BANK OF CANADA

575.39K

Jun 30, 26

+23.48K

0.18%

Kestra Advisory Services, LLC

498.83K

Jun 30, 26

+45.86K

0.16%

SCOTIA CAPITAL INC.

458.17K

Jun 30, 26

+3.59K

0.15%

UBS Group AG

424.08K

Jun 30, 26

+120.08K

0.14%

1607 Capital Partners, LLC

400.00K

Jun 30, 26

+400.00K

0.13%

Steward Partners Investment Advisory, LLC

364.38K

Jun 30, 26

+45.10K

0.12%

Cerity Partners LLC

359.46K

Jun 30, 26

+13.68K

0.12%

Accel Wealth Management

323.54K

Jun 30, 26

-20.10K

0.10%

Creative Planning

322.13K

Jun 30, 26

-3.81K

0.10%

GUGGENHEIM CAPITAL LLC

320.40K

Jun 30, 26

+16.52K

0.10%

NOMURA HOLDINGS INC

313.82K

Jun 30, 26

+291.03K

0.10%

Golden State Wealth Management, LLC

267.91K

Jun 30, 26

-19.39K

0.09%

ENVESTNET ASSET MANAGEMENT INC

266.84K

Jun 30, 26

-2.79K

0.09%

ADVISOR GROUP HOLDINGS, INC.

262.83K

Jun 30, 26

+13.83K

0.08%

Private Advisor Group, LLC

240.37K

Jun 30, 26

+39.91K

0.08%

Marks Group Wealth Management, Inc

227.71K

Jun 30, 26

0.07%

Rockefeller Capital Management L.P.

214.28K

Jun 30, 26

-929

0.07%

WEDBUSH SECURITIES INC

200.33K

Jun 30, 26

+9.80K

0.06%

TRUIST FINANCIAL CORP

199.92K

Jun 30, 26

-97.52K

0.06%

IMC-Chicago, LLC

183.33K

Jun 30, 26

+183.33K

0.06%

Yakira Capital Management, Inc.

179.96K

Jun 30, 26

-182.44K

0.06%

Almitas Capital LLC

169.70K

Jun 30, 26

+169.70K

0.05%

Janney Montgomery Scott LLC

161.08K

Jun 30, 26

+1.93K

0.05%

WOLVERINE ASSET MANAGEMENT LLC

153.01K

Jun 30, 26

+153.01K

0.05%

Clear Street Group Inc.

150.00K

Jun 30, 26

+150.00K

0.05%

JANE STREET GROUP, LLC

148.43K

Jun 30, 26

+87.14K

0.05%

Wealthspire Advisors, LLC

147.12K

Jun 30, 26

+24

0.05%

TrueMark Investments, LLC

145.44K

Jun 30, 26

+145.44K

0.05%

Mariner, LLC

139.21K

Jun 30, 26

+73.16K

0.04%

Dynamic Advisor Solutions LLC

137.42K

Jun 30, 26

+2.95K

0.04%

Valley Brook Capital Group, Inc.

133.34K

Jun 30, 26

-624

0.04%

MML INVESTORS SERVICES, LLC

128.36K

Jun 30, 26

+40.97K

0.04%

Kera Capital Partners, Inc.

114.00K

Jun 30, 26

+8.22K

0.04%

PFG Investments, LLC

108.26K

Jun 30, 26

+6.79K

0.03%

HOLLENCREST CAPITAL MANAGEMENT

106.24K

Jun 30, 26

+10.71K

0.03%

Stratos Wealth Partners, LTD.

102.30K

Jun 30, 26

-5.19K

0.03%

CAPTRUST FINANCIAL ADVISORS

94.92K

Jun 30, 26

-5.53K

0.03%

Advisory Services Network, LLC

92.63K

Jun 30, 26

-2.27K

0.03%

HighTower Advisors, LLC

90.47K

Jun 30, 26

+348

0.03%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

89.76K

Jun 30, 26

+479

0.03%

OPPENHEIMER & CO INC

89.50K

Jun 30, 26

+244

0.03%

JPMORGAN CHASE & CO

86.50K

Jun 30, 26

+16.70K

0.03%

LEIGH BALDWIN & CO., LLC

86.08K

Jun 30, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

78.86K

Jun 30, 26

+35.09K

0.03%

BROWN BROTHERS HARRIMAN & CO

77.12K

Jun 30, 26

+77.12K

0.02%

HCR Wealth Advisors

75.35K

Jun 30, 26

0.02%

STIFEL FINANCIAL CORP

75.10K

Jun 30, 26

-4.92K

0.02%

Darden Wealth Group Inc

73.90K

Jun 30, 26

+16.90K

0.02%

BRIGHTON JONES LLC

72.70K

Jun 30, 26

+72.70K

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

71.32K

Jun 30, 26

+3.30K

0.02%

Equitable Holdings, Inc.

71.10K

Jun 30, 26

+5.50K

0.02%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

67.68K

Jun 30, 26

-3.93K

0.02%

XTX Topco Ltd

65.08K

Jun 30, 26

+65.08K

0.02%

Core Wealth Advisors, Inc.

63.36K

Jun 30, 26

+26.62K

0.02%

Kingstone Capital Partners Texas, LLC

53.92K

Jun 30, 26

+10.86K

0.02%

Midwest Trust Co

52.81K

Jun 30, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

49.43K

Jun 30, 26

+49.43K

0.02%

AMERIPRISE FINANCIAL INC

49.33K

Jun 30, 26

+1.00K

0.02%

Plancorp, LLC

47.90K

Jun 30, 26

0.02%

BENJAMIN EDWARDS INC

47.81K

Jun 30, 26

+2.96K

0.02%

Arista Wealth Management, LLC

47.13K

Jun 30, 26

0.02%

Shulman DeMeo Asset Management LLC

44.63K

Jun 30, 26

-3.17K

0.01%

Dakota Wealth Management

44.61K

Jun 30, 26

+44.61K

0.01%

MISSION WEALTH MANAGEMENT, LP

41.82K

Jun 30, 26

+4.24K

0.01%

Graves Light Lenhart Wealth, Inc.

41.22K

Jun 30, 26

0.01%

Pensionmark Financial Group, LLC

38.96K

Jun 30, 26

-49.70K

0.01%

Allworth Financial LP

38.95K

Jun 30, 26

+12

0.01%

AQR CAPITAL MANAGEMENT LLC

38.00K

Jun 30, 26

-7.38K

0.01%

MILLENNIUM MANAGEMENT LLC

36.87K

Jun 30, 26

+36.87K

0.01%

IFG Advisory, LLC

35.88K

Jun 30, 26

+32.58K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

35.03K

Jun 30, 26

-26.82K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

34.64K

Jun 30, 26

+336

0.01%

Kapstone Financial Advisors LLC

34.44K

Jun 30, 26

+3.08K

0.01%

Brookstone Capital Management

34.27K

Jun 30, 26

+10.94K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

34.14K

Jun 30, 26

+6.40K

0.01%

SMITH, MOORE & CO.

33.88K

Jun 30, 26

+10.51K

0.01%

Marex Group plc

32.55K

Jun 30, 26

+32.55K

0.01%

Legacy Wealth Management, LLC / MS

32.22K

Jun 30, 26

+356

0.01%

Symphony Financial Services, Inc.

32.15K

Jun 30, 26

+248

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

31.80K

Jun 30, 26

-23.56K

0.01%

NBC SECURITIES, INC.

29.18K

Jun 30, 26

-16.99K

0.01%

NorthRock Partners, LLC

28.60K

Jun 30, 26

-3.51K

0.01%

PARK AVENUE SECURITIES LLC

28.12K

Jun 30, 26

+2.56K

0.01%

Pekin Hardy Strauss, Inc.

27.75K

Jun 30, 26

-129

0.01%

MIDLAND WEALTH ADVISORS LLC

26.75K

Jun 30, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

26.20K

Jun 30, 26

+44

0.01%

EP Wealth Advisors, LLC

25.71K

Jun 30, 26

+25.71K

0.01%

Mendel Capital Management LLC

25.64K

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

25.58K

Jun 30, 26

+19.67K

0.01%

Avidian Wealth Solutions, LLC

25.50K

Jun 30, 26

+2.30K

0.01%

Atomi Financial Group, Inc.

25.34K

Jun 30, 26

-1.46K

0.01%

Savvy Advisors, Inc.

24.55K

Jun 30, 26

+124

0.01%

Quad-Cities Investment Group, LLC

23.65K

Jun 30, 26

-282

0.01%

Per Stirling Capital Management, LLC.

22.85K

Jun 30, 26

+22.85K

0.01%

Insight Advisors, LLC/ PA

21.84K

Jun 30, 26

0.01%

Hilltop Holdings Inc.

21.41K

Jun 30, 26

+632

0.01%

Capital Square, LLC

20.62K

Jun 30, 26

+1.88K

0.01%

FIFTH THIRD BANCORP

20.54K

Jun 30, 26

0.01%

Northstar Group, Inc.

20.52K

Jun 30, 26

0.01%

Chancellor Financial Group WB LP

20.32K

Jun 30, 26

+358

0.01%

Abel Hall, LLC

20.00K

Jun 30, 26

+20.00K

0.01%

Fisher Asset Management, LLC

20.00K

Jun 30, 26

+20.00K

0.01%

MOTCO

19.91K

Jun 30, 26

0.01%

NICOLET BANKSHARES INC

19.14K

Jun 30, 26

+19.14K

0.01%

BEACON INVESTMENT ADVISORY SERVICES, INC.

19.00K

Jun 30, 26

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

18.97K

Jun 30, 26

-7.97K

0.01%

EAGLE WEALTH STRATEGIES LLC

18.62K

Jun 30, 26

0.01%

SYM FINANCIAL Corp

17.89K

Jun 30, 26

+466

0.01%

Savant Capital, LLC

17.71K

Jun 30, 26

+5.41K

0.01%

Montz Harcus Wealth Management LLC

17.57K

Jun 30, 26

+458

0.01%

17.48K

Jun 30, 26

+460

0.01%

Modera Wealth Management, LLC

17.20K

Jun 30, 26

0.01%

Alpine Global Management, LLC

17.09K

Jun 30, 26

-319.25K

0.01%

GLENMEDE TRUST CO NA

17.02K

Jun 30, 26

+1.55K

0.01%

MGO ONE SEVEN LLC

16.93K

Jun 30, 26

+2.01K

0.01%

STEPHENS INC /AR/

16.87K

Jun 30, 26

0.01%

Baird Financial Group, Inc.

16.57K

Jun 30, 26

+16.57K

0.01%

JOHNSON INVESTMENT COUNSEL INC

16.40K

Jun 30, 26

+349

0.01%

LRI Investments, LLC

16.35K

Jun 30, 26

0.01%

HRT FINANCIAL LP

16.00K

Jun 30, 26

+16.00K

0.01%

Benchmark Financial Wealth Advisors, LLC

15.97K

Jun 30, 26

+419

0.01%

Curran Financial Partners, LLC

15.32K

Jun 30, 26

0.00%

Drucker Wealth 3.0, LLC

15.21K

Jun 30, 26

-31

0.00%

TCG Advisory Services, LLC

15.20K

Jun 30, 26

0.00%

Acropolis Investment Management, LLC

14.33K

Jun 30, 26

0.00%

Csenge Advisory Group

14.15K

Jun 30, 26

+371

0.00%

Wellington Shields Capital Management, LLC

13.86K

Jun 30, 26

0.00%

SAGESPRING WEALTH PARTNERS, LLC

13.85K

Jun 30, 26

+95

0.00%

MTM Investment Management, LLC

13.53K

Jun 30, 26

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

13.37K

Jun 30, 26

+348

0.00%

JACKSON THORNTON ASSET MANAGEMENT, LLC

13.24K

Jun 30, 26

+13.24K

0.00%

Safeguard Investment Advisory Group, LLC

13.20K

Jun 30, 26

+1.25K

0.00%

Tactive Advisors, LLC

12.98K

Jun 30, 26

-2.19K

0.00%

RFG - Bristol Wealth Advisors, LLC

12.46K

Jun 30, 26

-1.91K

0.00%

Schiavi & Co LLC

12.13K

Jun 30, 26

+12.13K

0.00%

Morton Capital Management LLC/CA

12.12K

Jun 30, 26

0.00%

New England Private Wealth Advisors LLC

11.45K

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

11.35K

Jun 30, 26

-4.95K

0.00%

SUMMIT WEALTH GROUP LLC / CO

11.35K

Jun 30, 26

0.00%

Colony Group, LLC

10.76K

Jun 30, 26

-10.69K

0.00%

Garrett Wealth Advisory Group, LLC

10.67K

Jun 30, 26

+10.67K

0.00%

CASCADE INVESTMENT GROUP, INC.

10.65K

Jun 30, 26

-1.10K

0.00%

Meridian Wealth Management, LLC

10.53K

Jun 30, 26

+99

0.00%

Texas Yale Capital Corp.

10.50K

Jun 30, 26

-500

0.00%

NOVEM GROUP

10.49K

Jun 30, 26

0.00%

Mutual Advisors, LLC

10.24K

Jun 30, 26

+10.24K

0.00%

CSS LLC/IL

10.23K

Jun 30, 26

+10.23K

0.00%

Sanctuary Advisors, LLC

10.15K

Jun 30, 26

0.00%

SMART Wealth LLC

10.04K

Jun 30, 26

+10.04K

0.00%

PINNACLE ASSOCIATES LTD

10.00K

Jun 30, 26

+10.00K

0.00%

Mount Yale Investment Advisors, LLC

10.00K

Jun 30, 26

-3.48K

0.00%

Vestmark Advisory Solutions, Inc.

10.00K

Jun 30, 26

-3.48K

0.00%

TD Waterhouse Canada Inc.

9.15K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

8.40K

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

8.11K

Jun 30, 26

+8.11K

0.00%

SRS Capital Advisors, Inc.

7.90K

Jun 30, 26

+7.90K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.86K

Jun 30, 26

-2.31K

0.00%

Kentucky Trust Co

7.40K

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

6.38K

Jun 30, 26

+6.38K

0.00%

ROTHSCHILD INVESTMENT LLC

6.00K

Jun 30, 26

0.00%

Wellington Shields & Co., LLC

5.43K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

5.34K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

5.10K

Jun 30, 26

-5.10K

0.00%

CoreCap Advisors, LLC

4.93K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

3.45K

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

3.03K

Jun 30, 26

+79

0.00%

ARMSTRONG ADVISORY GROUP, INC

3.01K

Jun 30, 26

+79

0.00%

Quent Capital, LLC

3.00K

Jun 30, 26

+3.00K

0.00%

Hilltop National Bank

2.75K

Jun 30, 26

0.00%

American Capital Advisory, LLC

2.29K

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

2.00K

Jun 30, 26

+2.00K

0.00%

Glen Eagle Advisors, LLC

1.91K

Jun 30, 26

0.00%

Gen-Wealth Partners Inc

1.90K

Jun 30, 26

-1.20K

0.00%

IFP Advisors, Inc

1.67K

Jun 30, 26

-4.01K

0.00%

JONES FINANCIAL COMPANIES LLLP

1.47K

Jun 30, 26

+1.47K

0.00%

SOA Wealth Advisors, LLC.

1.20K

Jun 30, 26

0.00%

Thomas J. Herzfeld Advisors, Inc.

1.13K

Jun 30, 26

+29

0.00%

Smallwood Wealth Investment Management, LLC

1.13K

Jun 30, 26

0.00%

Spire Wealth Management

1.00K

Jun 30, 26

0.00%

Community Bank, N.A.

1.00K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

785

Jun 30, 26

+454

0.00%

MB, LEVIS & ASSOCIATES, LLC

745

Jun 30, 26

+745

0.00%

Federation des caisses Desjardins du Quebec

739

Jun 30, 26

0.00%

ASSETMARK, INC

648

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

500

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

411

Jun 30, 26

+411

0.00%

Prestige Wealth Management Group LLC

343

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

327

Jun 30, 26

0.00%

Key FInancial Inc

100

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

+80

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+70

0.00%

MAI Capital Management

Jun 30, 26

-4.94K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-16.73K

Destiny Wealth Partners, LLC

Jun 30, 26

-3.30K

Independent Advisor Alliance

Jun 30, 26

-405.59K

Virtu Financial LLC

Jun 30, 26

-10.27K

CITADEL ADVISORS LLC

Jun 30, 26

-91.07K

HOWE & RUSLING INC

Jun 30, 26

-728

Beaird Harris Wealth Management, LLC

Jun 30, 26

-3.92K

CIBC WORLD MARKET INC.

Jun 30, 26

-26.02K

Cable Car Capital LLC

Jun 30, 26

-200.00K

Sigma Planning Corp

Jun 30, 26

-13.11K

Oxford Wealth Group, LLC

Jun 30, 26

-16.73K

Vanguard National Trust Co

Jun 30, 26

-183

Golden State Equity Partners

Jun 30, 26

-181.82K

BOOTHBAY FUND MANAGEMENT, LLC

Jun 30, 26

-352.06K

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Jun 30, 26

-1.16K

Sound Income Strategies, LLC

Jun 30, 26

-104

Aurora Private Wealth, Inc.

Jun 30, 26

-11.57K

SILVER OAK SECURITIES, INCORPORATED

Jun 30, 26

-19.81K

SCHMIDT P J INVESTMENT MANAGEMENT INC

Jun 30, 26

-23.00K

Tower Research Capital LLC (TRC)

Jun 30, 26

-451

Addison Advisors LLC

Jun 30, 26

-500

NewEdge Advisors, LLC

Jun 30, 26

-10.68K

Equitable Holdings, Inc.

65.60K

Mar 31, 26

+2.50K

0.02%

EXENCIAL WEALTH ADVISORS, LLC

48.72K

Mar 31, 26

0.02%

Kingsview Wealth Management, LLC

36.83K

Mar 31, 26

-2.54K

0.01%

Beacon Pointe Advisors, LLC

18.99K

Mar 31, 26

+3.26K

0.01%

CWM, LLC

12.82K

Mar 31, 26

-4.84K

0.00%

Financial Gravity Asset Management, Inc.

2.00K

Mar 31, 26

0.00%

Blue Barn Wealth, LLC

24.28K

Dec 31, 25

+24.28K

0.01%

MidWestOne Financial Group, Inc.

19.14K

Dec 31, 25

0.01%

COMERICA BANK

16.54K

Dec 31, 25

0.01%

Vantage Financial Partners, LLC

14.98K

Dec 31, 25

-316

0.00%

CIBC Private Wealth Group, LLC

1.56K

Dec 31, 25

+36

0.00%

Stonegate Investment Group, LLC

49.14K

Sep 30, 25

+1.17K

0.02%

SYNOVUS FINANCIAL CORP

39.47K

Sep 30, 25

0.01%

Moloney Securities Asset Management, LLC

15.88K

Sep 30, 25

+48

0.01%

Glenmede Investment Management, LP

15.47K

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

46.00K

Jun 30, 25

-220

0.01%

Atria Wealth Solutions, Inc.

42.03K

Jun 30, 25

-44.38K

0.01%

Good Life Advisors, LLC

22.16K

Jun 30, 25

+2.02K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

3.75K

Jun 30, 25

+3.75K

0.00%

Sheaff Brock Investment Advisors, LLC

33.49K

Mar 31, 25

0.01%

CAROLINAS WEALTH CONSULTING LLC

1.27K

Mar 31, 25

0.00%

Executive Wealth Management, LLC

15.00K

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

283.45K

Sep 30, 24

-46.67K

0.09%

RAYMOND JAMES & ASSOCIATES

204.66K

Sep 30, 24

-196

0.07%

CIC Wealth, LLC

10.70K

Sep 30, 24

+10.70K

0.00%

M&R CAPITAL MANAGEMENT INC

692

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

4.90K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

1.81K

Jun 30, 24

-4.50K

0.00%

Cetera Advisor Networks LLC

407.61K

Mar 31, 24

-11.44K

0.13%

Eudaimonia Partners, LLC

50.00K

Mar 31, 24

0.02%

Connectus Wealth, LLC

19.67K

Mar 31, 24

+19.67K

0.01%

Highlander Capital Management, LLC

1.50K

Mar 31, 24

0.00%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Mar 31, 24

-5.35K

Day & Ennis, LLC

18.05K

Dec 31, 23

0.01%

Baystate Wealth Management LLC

2.26K

Dec 31, 23

+2.26K

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

10.12K

Sep 30, 23

+10.12K

0.00%

BerganKDV Wealth Management, LLC

623.34K

Jun 30, 23

+824

0.20%

Ahrens Investment Partners LLC

1.64K

Mar 31, 23

+1.64K

0.00%

YorkBridge Wealth Partners, LLC

15.00K

Dec 31, 22

0.00%

Red Cedar Capital, LLC

847

Dec 31, 22

0.00%

Bickling Financial Services, Inc.

Dec 31, 22

-11.51K

American Portfolios Advisors

7.58K

Sep 30, 22

+5.55K

0.00%

Covington Capital Management

3.59K

Sep 30, 22

+89

0.00%

FourThought Financial, LLC

602

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

32.04K

Jun 30, 22

-44.33K

0.01%

Private Capital Group, LLC

Jun 30, 22

-1.20K

BREITER CAPITAL MANAGEMENT INC

10.00K

Mar 31, 22

0.00%

NEXT Financial Group, Inc

28.77K

Dec 31, 21

+19.73K

0.01%

Castle Financial & Retirement Planning Associates, Inc.

400

Dec 31, 21

+400

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

56.24K

Sep 30, 21

+16.60K

0.02%

LEVEL FOUR FINANCIAL, LLC

55.92K

Sep 30, 21

+5.93K

0.02%

Ameritas Investment Company, LLC

51.11K

Sep 30, 21

+31.11K

0.02%

Homrich & Berg

19.69K

Sep 30, 21

0.01%

QCI ASSET MANAGEMENT INC/NY

13.00K

Sep 30, 21

+1.00K

0.00%

Filbrandt Wealth Management, LLC

10.46K

Sep 30, 21

+10.46K

0.00%

Reby Advisors, LLC

13.60K

Dec 31, 20

+13.60K

0.00%

First Allied Advisory Services, Inc.

97.29K

Sep 30, 20

-3.89K

0.03%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-48.70K

Jolley Asset Management, LLC

412.29K

Mar 31, 20

0.13%

Advisor Group, Inc.

355.63K

Dec 31, 19

+13.60K

0.11%

LADENBURG THALMANN FINANCIAL SERVICES INC.

123.08K

Dec 31, 19

+14.00K

0.04%

SUNTRUST BANKS INC

57.98K

Sep 30, 19

0.02%

MONROE BANK & TRUST/MI

11.84K

Jun 30, 19

0.00%

NEXT Financial Holdings

7.60K

Mar 31, 19

+7.60K

0.00%

LOEB PARTNERS CORP

2.44K

Mar 31, 19

0.00%

Oak Point Wealth Management

88.65K

Mar 31, 18

+88.65K

0.03%

IFC Holdings Incorporated/FL

627.12K

Dec 31, 17

-18.31K

0.20%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-16.57K

Jacobus Wealth Management, Inc.

178.97K

Sep 30, 17

+4.24K

0.06%

Commonwealth Equity Services, Inc

556.40K

Jun 30, 17

+54.86K

0.18%

Virtu KCG Holdings LLC

17.42K

Jun 30, 17

+17.42K

0.01%

MSI Financial Services Inc

196.39K

Dec 31, 16

+312

0.06%

COHEN & STEERS CAPITAL MANAGEMENT INC

1.56M

Mar 31, 15

+1.56M

0.50%

Gary Goldberg Planning Services Inc

11.70K

Dec 31, 14

0.00%

NEW ENGLAND SECURITIES CORP /MA/

4.25K

Dec 31, 14

0.00%

UBS AG

1.93M

Sep 30, 14

+324.65K

0.62%

Del Mar Asset Management, LP

446.20K

Sep 30, 14

+446.20K

0.14%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-22.70K

Jane Street Holding, LLC

125.27K

Dec 31, 13

+85.98K

0.04%

First Allied Securities, Inc.

70.65K

Jun 30, 12

-124.38K

0.02%