Guggenheim Strategic Opportunities Fund(GOF)

$11.13▼-0.36 (-3.13%)

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Guggenheim Strategic Opportunities Fund(GOF)

NYSE

$11.13▼-0.36 (-3.13%)

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GOF(GOF)

GOF

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Institutional Ownership

Top 299 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	8.14M	Mar 31, 26	+1.12M	5.01%
LPL Financial LLC	2.52M	Mar 31, 26	-34.63K	1.55%
UBS Group AG	1.92M	Mar 31, 26	+224.95K	1.18%
RIVERNORTH CAPITAL MANAGEMENT, LLC	1.89M	Mar 31, 26	+1.08M	1.16%
ENVESTNET ASSET MANAGEMENT INC	1.47M	Mar 31, 26	-28.47K	0.90%
Invesco Ltd.	1.46M	Mar 31, 26	+134.81K	0.90%
Logan Stone Capital, LLC	1.30M	Mar 31, 26	+308.63K	0.80%
Cetera Investment Advisers	1.25M	Mar 31, 26	-9.74K	0.77%
COHEN & STEERS, INC.	1.22M	Mar 31, 26	+450.00K	0.75%
ROYAL BANK OF CANADA	1.15M	Mar 31, 26	+163.62K	0.71%
ADVISOR GROUP HOLDINGS, INC.	1.07M	Mar 31, 26	+113.49K	0.66%
Thomas J. Herzfeld Advisors, Inc.	1.02M	Mar 31, 26	+88.16K	0.63%
CreativeOne Wealth, LLC	946.82K	Mar 31, 26	+47.65K	0.58%
MML INVESTORS SERVICES, LLC	842.01K	Mar 31, 26	+46.79K	0.52%
RAYMOND JAMES FINANCIAL INC	779.29K	Mar 31, 26	+48.22K	0.48%
Secure Asset Management, LLC	623.44K	Mar 31, 26	+77.90K	0.38%
TRUIST FINANCIAL CORP	564.46K	Mar 31, 26	-202.48K	0.35%
PETRA FINANCIAL ADVISORS INC	469.38K	Mar 31, 26	+11.06K	0.29%
Janney Montgomery Scott LLC	420.26K	Mar 31, 26	+13.96K	0.26%
U.S. Capital Wealth Advisors, LLC	316.81K	Mar 31, 26	+10.07K	0.20%
XTX Topco Ltd	278.10K	Mar 31, 26	+108.01K	0.17%
Integrated Wealth Concepts LLC	273.82K	Mar 31, 26	+33.30K	0.17%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	268.90K	Mar 31, 26	-64.47K	0.17%
Richmond Brothers, Inc.	258.40K	Mar 31, 26	+17.86K	0.16%
Baird Financial Group, Inc.	252.91K	Mar 31, 26	+8.21K	0.16%
AE Wealth Management LLC	251.11K	Mar 31, 26	+113.86K	0.15%
Retirement Planning Group	246.74K	Mar 31, 26	-40.82K	0.15%
Private Advisor Group, LLC	239.68K	Mar 31, 26	-1.60K	0.15%
Illumine Investment Management, LLC	227.56K	Mar 31, 26	+333	0.14%
Vestmark Advisory Solutions, Inc.	225.27K	Mar 31, 26	-22.21K	0.14%
BlackRock, Inc.	221.19K	Mar 31, 26	-1.40M	0.14%
Mount Yale Investment Advisors, LLC	219.53K	Mar 31, 26	-27.94K	0.14%
AMERIPRISE FINANCIAL INC	205.51K	Mar 31, 26	-17.04K	0.13%
MOSAIC FAMILY WEALTH PARTNERS, LLC	201.35K	Mar 31, 26	-21.26K	0.12%
Marks Group Wealth Management, Inc	190.19K	Mar 31, 26	-6.07K	0.12%
PRINCIPAL SECURITIES, INC.	188.99K	Mar 31, 26	+19.39K	0.12%
Cambridge Investment Research Advisors, Inc.	187.37K	Mar 31, 26	+33.09K	0.12%
WEDBUSH SECURITIES INC	185.39K	Mar 31, 26	-6.21K	0.11%
CARY STREET PARTNERS FINANCIAL LLC	179.38K	Mar 31, 26	+17.75K	0.11%
PNC FINANCIAL SERVICES GROUP, INC.	173.58K	Mar 31, 26	-24.44K	0.11%
Tennessee Valley Asset Management Partners	171.68K	Mar 31, 26	+20.29K	0.11%
Significant Wealth Partners LLC	158.18K	Mar 31, 26	+158.18K	0.10%
COMMONWEALTH EQUITY SERVICES, LLC	157.39K	Mar 31, 26	-12.09K	0.10%
Smith Asset Management Co., LLC	138.98K	Mar 31, 26	+15.92K	0.09%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	137.95K	Mar 31, 26	-4.14K	0.08%
Kestra Advisory Services, LLC	134.34K	Mar 31, 26	-16.62K	0.08%
Founders Financial Alliance, LLC	119.93K	Mar 31, 26	+3.31K	0.07%
Steward Partners Investment Advisory, LLC	110.84K	Mar 31, 26	-6.90K	0.07%
Mutual Advisors, LLC	107.79K	Mar 31, 26	+12.67K	0.07%
Dynamic Advisor Solutions LLC	98.68K	Mar 31, 26	+14.10K	0.06%
READYSTATE ASSET MANAGEMENT LP	91.53K	Mar 31, 26	+91.53K	0.06%
THRIVENT FINANCIAL FOR LUTHERANS	88.68K	Mar 31, 26	+11.88K	0.05%
Ausdal Financial Partners, Inc.	84.09K	Mar 31, 26	+66.06K	0.05%
PFG Investments, LLC	80.69K	Mar 31, 26	+1.03K	0.05%
Kovack Advisors, Inc.	72.51K	Mar 31, 26	+4.09K	0.04%
UMB Bank, n.a.	70.04K	Mar 31, 26	--	0.04%
Focus Financial Network, Inc.	69.30K	Mar 31, 26	+332	0.04%
Prime Capital Investment Advisors, LLC	69.00K	Mar 31, 26	-352.72K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	68.18K	Mar 31, 26	-12.79K	0.04%
CHOREO, LLC	65.66K	Mar 31, 26	+8.60K	0.04%
JANE STREET GROUP, LLC	60.20K	Mar 31, 26	-308.14K	0.04%
Sigma Planning Corp	60.03K	Mar 31, 26	-9.51K	0.04%
Geneos Wealth Management Inc.	58.68K	Mar 31, 26	-651	0.04%
Noble Wealth Management PBC	54.40K	Mar 31, 26	-78.17K	0.03%
Parisi Gray Wealth Management	51.00K	Mar 31, 26	+6.00K	0.03%
Mallini Complete Financial Planning LLC	50.42K	Mar 31, 26	+3.58K	0.03%
Strategic Financial Concepts, LLC	50.16K	Mar 31, 26	+50.16K	0.03%
Almanack Investment Partners, LLC.	49.45K	Mar 31, 26	-58.14K	0.03%
PRIVATE TRUST CO NA	48.97K	Mar 31, 26	+6.55K	0.03%
Patriot Financial Group Insurance Agency, LLC	48.31K	Mar 31, 26	+24.45K	0.03%
OPPENHEIMER & CO INC	47.41K	Mar 31, 26	+1.94K	0.03%
Equitable Holdings, Inc.	46.53K	Mar 31, 26	+14.64K	0.03%
Sovran Advisors, LLC	46.13K	Mar 31, 26	-9.56K	0.03%
Fiduciary Alliance LLC	45.22K	Mar 31, 26	-361	0.03%
New England Private Wealth Advisors LLC	43.33K	Mar 31, 26	--	0.03%
CAPTRUST FINANCIAL ADVISORS	42.86K	Mar 31, 26	--	0.03%
Brookstone Capital Management	42.60K	Mar 31, 26	-4.45K	0.03%
Capital CS Group, LLC	38.42K	Mar 31, 26	+10.76K	0.02%
Kera Capital Partners, Inc.	38.20K	Mar 31, 26	-324.60K	0.02%
Jacobi Capital Management LLC	38.11K	Mar 31, 26	+336	0.02%
Capital Analysts, LLC	37.37K	Mar 31, 26	+1.54K	0.02%
Mariner, LLC	32.94K	Mar 31, 26	+32.94K	0.02%
Apollon Wealth Management, LLC	32.81K	Mar 31, 26	+1.36K	0.02%
Bank of New York Mellon Corp	31.51K	Mar 31, 26	--	0.02%
Discipline Wealth Solutions, LLC	30.42K	Mar 31, 26	-15.07K	0.02%
Merit Financial Group, LLC	29.74K	Mar 31, 26	+660	0.02%
DAVENPORT & Co LLC	29.47K	Mar 31, 26	+1.87K	0.02%
NBC SECURITIES, INC.	29.44K	Mar 31, 26	+7.79K	0.02%
FIFTH THIRD BANCORP	28.48K	Mar 31, 26	+28.48K	0.02%
Perennial Investment Advisors, LLC	28.29K	Mar 31, 26	+3.83K	0.02%
Rockefeller Capital Management L.P.	28.19K	Mar 31, 26	+4.54K	0.02%
Atomi Financial Group, Inc.	27.59K	Mar 31, 26	--	0.02%
Disciplined Investments, LLC	27.56K	Mar 31, 26	+352	0.02%
WOLVERINE ASSET MANAGEMENT LLC	26.84K	Mar 31, 26	+23.80K	0.02%
JB Capital LLC	26.05K	Mar 31, 26	+160	0.02%
CI Private Wealth, LLC	26.04K	Mar 31, 26	+26.04K	0.02%
Encompass More Asset Management	25.27K	Mar 31, 26	-1.05K	0.02%
INSIGNEO ADVISORY SERVICES, LLC	25.17K	Mar 31, 26	-10.00K	0.02%
ABSOLUTE INVESTMENT ADVISERS, LLC	23.10K	Mar 31, 26	+23.10K	0.01%
B. Riley Wealth Advisors, Inc.	23.03K	Mar 31, 26	+93	0.01%
United Advisor Group, LLC	22.41K	Mar 31, 26	+883	0.01%
David J Yvars Group	21.47K	Mar 31, 26	-226	0.01%
Sanctuary Advisors, LLC	20.97K	Mar 31, 26	-21.14K	0.01%
CoreCap Advisors, LLC	20.76K	Mar 31, 26	+7.00K	0.01%
Wagner Wealth Management, LLC	20.14K	Mar 31, 26	+445	0.01%
STIFEL FINANCIAL CORP	20.01K	Mar 31, 26	-6.79K	0.01%
HRT FINANCIAL LP	19.44K	Mar 31, 26	+19.44K	0.01%
Waverly Advisors, LLC	19.39K	Mar 31, 26	+695	0.01%
NORTHSTAR ASSET MANAGEMENT INC	19.00K	Mar 31, 26	--	0.01%
FIRETHORN WEALTH PARTNERS, LLC	18.88K	Mar 31, 26	+840	0.01%
Moors & Cabot, Inc.	18.70K	Mar 31, 26	--	0.01%
MELFA WEALTH MANAGEMENT, LLC	17.95K	Mar 31, 26	--	0.01%
Foundations Investment Advisors, LLC	17.76K	Mar 31, 26	+2.43K	0.01%
Creative Planning	17.48K	Mar 31, 26	+3.81K	0.01%
Silverleafe Capital Partners, LLC	16.99K	Mar 31, 26	+16.99K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	16.88K	Mar 31, 26	+68	0.01%
HighTower Advisors, LLC	16.18K	Mar 31, 26	-4.26K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.16K	Mar 31, 26	+16.16K	0.01%
Stratos Wealth Partners, LTD.	16.09K	Mar 31, 26	-6.42K	0.01%
CWM, LLC	15.63K	Mar 31, 26	+14.13K	0.01%
Garden State Investment Advisory Services LLC	15.43K	Mar 31, 26	-28.05K	0.01%
Fisher Asset Management, LLC	15.13K	Mar 31, 26	+15.13K	0.01%
NOMURA HOLDINGS INC	15.00K	Mar 31, 26	-19.13K	0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	14.54K	Mar 31, 26	--	0.01%
Annex Advisory Services, LLC	14.37K	Mar 31, 26	-801	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.04K	Mar 31, 26	-2.00K	0.01%
Quad-Cities Investment Group, LLC	13.62K	Mar 31, 26	+477	0.01%
LVZ, Inc.	12.68K	Mar 31, 26	--	0.01%
Kapstone Financial Advisors LLC	12.57K	Mar 31, 26	+2.50K	0.01%
DAYMARK WEALTH PARTNERS, LLC	12.27K	Mar 31, 26	-28	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12.07K	Mar 31, 26	+1.16K	0.01%
Gladstone Institutional Advisory LLC	11.56K	Mar 31, 26	+11.56K	0.01%
TSFG, LLC	11.52K	Mar 31, 26	--	0.01%
IHT Wealth Management, LLC	11.34K	Mar 31, 26	+11.34K	0.01%
Ameritas Advisory Services, LLC	11.31K	Mar 31, 26	+11.31K	0.01%
Kingsview Wealth Management, LLC	11.17K	Mar 31, 26	--	0.01%
Core Wealth Partners LLC	10.98K	Mar 31, 26	--	0.01%
VISTA INVESTMENT PARTNERS II, LLC	10.71K	Mar 31, 26	-5.53K	0.01%
Prospera Financial Services Inc	10.61K	Mar 31, 26	+10.61K	0.01%
WELLS FARGO & COMPANY/MN	10.57K	Mar 31, 26	+996	0.01%
Larson Financial Group LLC	10.06K	Mar 31, 26	+3.28K	0.01%
Uniting Wealth Partners, LLC	10.00K	Mar 31, 26	+10.00K	0.01%
HARBOUR INVESTMENTS, INC.	9.95K	Mar 31, 26	+472	0.01%
Quarry LP	9.62K	Mar 31, 26	+9.62K	0.01%
BNP PARIBAS ARBITRAGE, SNC	9.35K	Mar 31, 26	--	0.01%
Triumph Capital Management	7.74K	Mar 31, 26	-550	0.00%
MPWM ADVISORY SOLUTIONS, LLC	7.00K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	5.57K	Mar 31, 26	+5.57K	0.00%
PETERSON WEALTH MANAGEMENT	4.59K	Mar 31, 26	+4.59K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.19K	Mar 31, 26	+1.86K	0.00%
EASTERN BANK	4.07K	Mar 31, 26	-4.00K	0.00%
COUNTRY TRUST BANK	4.00K	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	3.65K	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	3.06K	Mar 31, 26	+600	0.00%
GILL CAPITAL PARTNERS, LLC	2.94K	Mar 31, 26	+2.94K	0.00%
Nova Wealth Management, Inc.	2.94K	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	2.50K	Mar 31, 26	+2.50K	0.00%
JONES FINANCIAL COMPANIES LLLP	2.00K	Mar 31, 26	+2.00K	0.00%
SRS Capital Advisors, Inc.	2.00K	Mar 31, 26	-280	0.00%
Kentucky Trust Co	1.50K	Mar 31, 26	--	0.00%
IFP Advisors, Inc	1.34K	Mar 31, 26	+59	0.00%
ASSETMARK, INC	1.32K	Mar 31, 26	+262	0.00%
Kozak & Associates, Inc.	1.30K	Mar 31, 26	+58	0.00%
North Star Investment Management Corp.	1.00K	Mar 31, 26	+1.00K	0.00%
PIN OAK INVESTMENT ADVISORS INC	903	Mar 31, 26	+28	0.00%
AMERIFLEX GROUP, INC.	777	Mar 31, 26	+34	0.00%
Spire Wealth Management	722	Mar 31, 26	--	0.00%
Gen-Wealth Partners Inc	659	Mar 31, 26	--	0.00%
Advisors Asset Management, Inc.	550	Mar 31, 26	+550	0.00%
GHP Investment Advisors, Inc.	515	Mar 31, 26	+515	0.00%
Roble, Belko & Company, Inc	498	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	481	Mar 31, 26	-1.98K	0.00%
Beaird Harris Wealth Management, LLC	412	Mar 31, 26	+412	0.00%
Bollard Group LLC	399	Mar 31, 26	+399	0.00%
MATHER GROUP, LLC.	365	Mar 31, 26	+365	0.00%
SALEM INVESTMENT COUNSELORS INC	250	Mar 31, 26	+250	0.00%
MAI Capital Management	246	Mar 31, 26	+116	0.00%
Osbon Capital Management LLC	242	Mar 31, 26	+242	0.00%
HIGHLINE WEALTH PARTNERS LLC	230	Mar 31, 26	-20	0.00%
Financial Perspectives, Inc	35	Mar 31, 26	--	0.00%
Bank & Trust Co	32	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	26	Mar 31, 26	-1.53K	0.00%
Marshall & Sterling Wealth Advisors Inc.	26	Mar 31, 26	--	0.00%
DANSKE BANK A/S	3	Mar 31, 26	+3	0.00%
CITIGROUP INC	1	Mar 31, 26	--	0.00%
Tidemark, LLC	1	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-19.61K	--
Altus Wealth Group LLC	--	Mar 31, 26	-10.09K	--
Allworth Financial LP	--	Mar 31, 26	-1.76K	--
Marex Group plc	--	Mar 31, 26	-54.68K	--
Presper Financial Architects, LLC	--	Mar 31, 26	-27.75K	--
Virtu Financial LLC	--	Mar 31, 26	-16.07K	--
GREAT VALLEY ADVISOR GROUP, INC.	--	Mar 31, 26	-90.27K	--
Colony Group, LLC	--	Mar 31, 26	-46.29K	--
DV Trading LLC	--	Mar 31, 26	-2	--
IFG Advisory, LLC	--	Mar 31, 26	-95.34K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-2.23K	--
Quantinno Capital Management LP	--	Mar 31, 26	-87.59K	--
Elm3 Financial Group, LLC	--	Mar 31, 26	-10.03K	--
Buska Wealth Management, LLC	--	Mar 31, 26	-38.01K	--
Gridiron Partners, LLC	--	Mar 31, 26	-10.00K	--
TrueMark Investments, LLC	--	Mar 31, 26	-109.84K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-34.60K	--
Parallel Advisors, LLC	--	Mar 31, 26	-930	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-61.19K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-76.19K	--
Strategic Advocates LLC	--	Mar 31, 26	-1.11K	--
Darwin Wealth Management, LLC	--	Mar 31, 26	-750	--
MORGAN STANLEY	7.02M	Dec 31, 25	-1.14M	4.32%
VERUS CAPITAL PARTNERS, LLC	2.33M	Dec 31, 25	+55.13K	1.43%
Logan Stone Capital, LLC	990.48K	Dec 31, 25	+990.48K	0.61%
RAYMOND JAMES FINANCIAL INC	731.07K	Dec 31, 25	+24.10K	0.45%
BANK OF AMERICA CORP /DE/	457.84K	Dec 31, 25	-46.53K	0.28%
Baird Financial Group, Inc.	244.70K	Dec 31, 25	+55.60K	0.15%
AMERIPRISE FINANCIAL INC	222.54K	Dec 31, 25	+146.60K	0.14%
Smith Asset Management Co., LLC	123.06K	Dec 31, 25	+21.19K	0.08%
NewEdge Advisors, LLC	114.67K	Dec 31, 25	-3.50K	0.07%
Quantinno Capital Management LP	87.59K	Dec 31, 25	+87.59K	0.05%
Western Wealth Management, LLC	60.70K	Dec 31, 25	+23.77K	0.04%
Colony Group, LLC	46.29K	Dec 31, 25	+6.29K	0.03%
CAPTRUST FINANCIAL ADVISORS	42.86K	Dec 31, 25	-6.30K	0.03%
Jacobi Capital Management LLC	37.77K	Dec 31, 25	+4.80K	0.02%
NOMURA HOLDINGS INC	34.13K	Dec 31, 25	+34.13K	0.02%
Prosperity Wealth Management, Inc.	33.42K	Dec 31, 25	+11.63K	0.02%
Equitable Holdings, Inc.	31.89K	Dec 31, 25	-19.53K	0.02%
COMERICA BANK	29.63K	Dec 31, 25	-1.43K	0.02%
Atomi Financial Group, Inc.	27.59K	Dec 31, 25	--	0.02%
GREENBERG FINANCIAL GROUP	24.79K	Dec 31, 25	+24.79K	0.02%
Perennial Investment Advisors, LLC	24.46K	Dec 31, 25	+2.04K	0.02%
Rockefeller Capital Management L.P.	23.65K	Dec 31, 25	-7.54K	0.01%
Global Retirement Partners, LLC	23.63K	Dec 31, 25	+7.33K	0.01%
Virtu Financial LLC	16.07K	Dec 31, 25	+16.07K	0.01%
Main Street Financial Solutions, LLC	12.61K	Dec 31, 25	+12.61K	0.01%
Sunbelt Securities, Inc.	5.56K	Dec 31, 25	-5.96K	0.00%
CIBC Private Wealth Group, LLC	3.83K	Dec 31, 25	--	0.00%
HAZLETT, BURT & WATSON, INC.	2.46K	Dec 31, 25	+1.10K	0.00%
SRS Capital Advisors, Inc.	2.28K	Dec 31, 25	--	0.00%
Cape Investment Advisory, Inc.	2.23K	Dec 31, 25	+2.23K	0.00%
Allworth Financial LP	1.76K	Dec 31, 25	+1.76K	0.00%
CWM, LLC	1.50K	Dec 31, 25	+1.50K	0.00%
Strategic Advocates LLC	1.11K	Dec 31, 25	+22	0.00%
PIN OAK INVESTMENT ADVISORS INC	875	Dec 31, 25	+236	0.00%
MAI Capital Management	130	Dec 31, 25	-44	0.00%
DV Trading LLC	2	Dec 31, 25	+2	0.00%
Smartleaf Asset Management LLC	--	Dec 31, 25	-6	--
FMR LLC	--	Dec 31, 25	-1	--
Advisory Services Network, LLC	--	Dec 31, 25	-5.63K	--
Vantage Financial Partners, LLC	--	Dec 31, 25	-12.95K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-31.50K	--
WILEY BROS.-AINTREE CAPITAL, LLC	--	Dec 31, 25	-14.97K	--
WFA Asset Management Corp	27.04K	Sep 30, 25	+5.38K	0.02%
FSA Wealth Management LLC	1.76K	Sep 30, 25	-2.92K	0.00%
Moloney Securities Asset Management, LLC	--	Sep 30, 25	-17.82K	--
AVANTAX ADVISORY SERVICES, INC.	78.71K	Jun 30, 25	+1.84K	0.05%
Atria Wealth Solutions, Inc.	60.75K	Jun 30, 25	-196.92K	0.04%
Capital Market Strategies LLC	31.00K	Jun 30, 25	-4.27K	0.02%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	2.11K	Jun 30, 25	+2.11K	0.00%
Iron Horse Wealth Management, LLC	2.01K	Jun 30, 25	+2.01K	0.00%
Orion Portfolio Solutions, LLC	13.10K	Mar 31, 25	+13.10K	0.01%
Bison Wealth, LLC	35.09K	Dec 31, 24	+295	0.02%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.20K	--
Raymond James Financial Services Advisors, Inc.	279.27K	Sep 30, 24	+20.89K	0.17%
RAYMOND JAMES & ASSOCIATES	201.93K	Sep 30, 24	+57.31K	0.12%
RAYMOND JAMES TRUST N.A.	65.79K	Sep 30, 24	+17.46K	0.04%
9258 Wealth Management, LLC	21.26K	Sep 30, 24	-671	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	5.41K	Jun 30, 24	-285	0.00%
Cetera Advisor Networks LLC	181.38K	Mar 31, 24	+5.06K	0.11%
Cetera Advisors LLC	22.23K	Mar 31, 24	-985	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	96.11K	Dec 31, 23	+96.11K	0.06%
Baystate Wealth Management LLC	608	Dec 31, 23	+608	0.00%
Cornerstone Retirement Group, Inc.	66.74K	Sep 30, 23	+66.74K	0.04%
BDO Wealth Advisors, LLC	50.00K	Jun 30, 23	--	0.03%
Lumature Wealth Partners, LLC	--	Jun 30, 23	-160	--
Ahrens Investment Partners LLC	1.00K	Mar 31, 23	+1.00K	0.00%
American Portfolios Advisors	46.80K	Sep 30, 22	+1.70K	0.03%
DOWLING & YAHNKE LLC	10.71K	Sep 30, 22	+340	0.01%
Strategic Asset Management, LLC	2.39K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-3.73K	--
Mosaic Family Wealth, LLC	140.28K	Dec 31, 21	+4.41K	0.09%
NEXT Financial Group, Inc	5.45K	Dec 31, 21	+1.03K	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	39.40K	Sep 30, 21	+12.90K	0.02%
Sonora Investment Management, LLC	275	Sep 30, 21	+275	0.00%
Hoover Financial Advisors, Inc.	2.61K	Jun 30, 21	+2.61K	0.00%
Reby Advisors, LLC	1.05K	Dec 31, 20	+1.05K	0.00%
Winslow, Evans & Crocker, Inc.	550	Dec 31, 20	+150	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	320.36K	Dec 31, 19	-7.50K	0.20%
Advisor Group, Inc.	147.17K	Dec 31, 19	-83.52K	0.09%
BB&T SECURITIES, LLC	48.87K	Sep 30, 19	-872	0.03%
NEXT Financial Holdings	2.25K	Mar 31, 19	+2.25K	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-30.73K	--
GIRARD SECURITIES, INC.	18.57K	Sep 30, 17	-410	0.01%
Commonwealth Equity Services, Inc	80.46K	Jun 30, 17	+20.86K	0.05%
WFG Advisors, LP	--	Jun 30, 17	-2.10K	--
MSI Financial Services Inc	23.78K	Dec 31, 16	+6.94K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	3.27K	Dec 31, 14	+2.17K	0.00%
Gary Goldberg Planning Services Inc	2.41K	Dec 31, 14	--	0.00%
UBS AG	176.10K	Sep 30, 14	+28.55K	0.11%
STIFEL NICOLAUS & CO INC \MO\	18.74K	Sep 30, 13	-188	0.01%

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Holder

Date

Change

% Held

MORGAN STANLEY

8.14M

Mar 31, 26

+1.12M

5.01%

LPL Financial LLC

2.52M

Mar 31, 26

-34.63K

1.55%

UBS Group AG

1.92M

Mar 31, 26

+224.95K

1.18%

RIVERNORTH CAPITAL MANAGEMENT, LLC

1.89M

Mar 31, 26

+1.08M

1.16%

ENVESTNET ASSET MANAGEMENT INC

1.47M

Mar 31, 26

-28.47K

0.90%

Invesco Ltd.

1.46M

Mar 31, 26

+134.81K

0.90%

Logan Stone Capital, LLC

1.30M

Mar 31, 26

+308.63K

0.80%

Cetera Investment Advisers

1.25M

Mar 31, 26

-9.74K

0.77%

COHEN & STEERS, INC.

1.22M

Mar 31, 26

+450.00K

0.75%

ROYAL BANK OF CANADA

1.15M

Mar 31, 26

+163.62K

0.71%

ADVISOR GROUP HOLDINGS, INC.

1.07M

Mar 31, 26

+113.49K

0.66%

Thomas J. Herzfeld Advisors, Inc.

1.02M

Mar 31, 26

+88.16K

0.63%

CreativeOne Wealth, LLC

946.82K

Mar 31, 26

+47.65K

0.58%

MML INVESTORS SERVICES, LLC

842.01K

Mar 31, 26

+46.79K

0.52%

RAYMOND JAMES FINANCIAL INC

779.29K

Mar 31, 26

+48.22K

0.48%

Secure Asset Management, LLC

623.44K

Mar 31, 26

+77.90K

0.38%

TRUIST FINANCIAL CORP

564.46K

Mar 31, 26

-202.48K

0.35%

PETRA FINANCIAL ADVISORS INC

469.38K

Mar 31, 26

+11.06K

0.29%

Janney Montgomery Scott LLC

420.26K

Mar 31, 26

+13.96K

0.26%

U.S. Capital Wealth Advisors, LLC

316.81K

Mar 31, 26

+10.07K

0.20%

XTX Topco Ltd

278.10K

Mar 31, 26

+108.01K

0.17%

Integrated Wealth Concepts LLC

273.82K

Mar 31, 26

+33.30K

0.17%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

268.90K

Mar 31, 26

-64.47K

0.17%

Richmond Brothers, Inc.

258.40K

Mar 31, 26

+17.86K

0.16%

Baird Financial Group, Inc.

252.91K

Mar 31, 26

+8.21K

0.16%

AE Wealth Management LLC

251.11K

Mar 31, 26

+113.86K

0.15%

Retirement Planning Group

246.74K

Mar 31, 26

-40.82K

0.15%

Private Advisor Group, LLC

239.68K

Mar 31, 26

-1.60K

0.15%

Illumine Investment Management, LLC

227.56K

Mar 31, 26

+333

0.14%

Vestmark Advisory Solutions, Inc.

225.27K

Mar 31, 26

-22.21K

0.14%

BlackRock, Inc.

221.19K

Mar 31, 26

-1.40M

0.14%

Mount Yale Investment Advisors, LLC

219.53K

Mar 31, 26

-27.94K

0.14%

AMERIPRISE FINANCIAL INC

205.51K

Mar 31, 26

-17.04K

0.13%

MOSAIC FAMILY WEALTH PARTNERS, LLC

201.35K

Mar 31, 26

-21.26K

0.12%

Marks Group Wealth Management, Inc

190.19K

Mar 31, 26

-6.07K

0.12%

PRINCIPAL SECURITIES, INC.

188.99K

Mar 31, 26

+19.39K

0.12%

Cambridge Investment Research Advisors, Inc.

187.37K

Mar 31, 26

+33.09K

0.12%

WEDBUSH SECURITIES INC

185.39K

Mar 31, 26

-6.21K

0.11%

CARY STREET PARTNERS FINANCIAL LLC

179.38K

Mar 31, 26

+17.75K

0.11%

PNC FINANCIAL SERVICES GROUP, INC.

173.58K

Mar 31, 26

-24.44K

0.11%

Tennessee Valley Asset Management Partners

171.68K

Mar 31, 26

+20.29K

0.11%

Significant Wealth Partners LLC

158.18K

Mar 31, 26

+158.18K

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

157.39K

Mar 31, 26

-12.09K

0.10%

Smith Asset Management Co., LLC

138.98K

Mar 31, 26

+15.92K

0.09%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

137.95K

Mar 31, 26

-4.14K

0.08%

Kestra Advisory Services, LLC

134.34K

Mar 31, 26

-16.62K

0.08%

Founders Financial Alliance, LLC

119.93K

Mar 31, 26

+3.31K

0.07%

Steward Partners Investment Advisory, LLC

110.84K

Mar 31, 26

-6.90K

0.07%

Mutual Advisors, LLC

107.79K

Mar 31, 26

+12.67K

0.07%

Dynamic Advisor Solutions LLC

98.68K

Mar 31, 26

+14.10K

0.06%

READYSTATE ASSET MANAGEMENT LP

91.53K

Mar 31, 26

+91.53K

0.06%

THRIVENT FINANCIAL FOR LUTHERANS

88.68K

Mar 31, 26

+11.88K

0.05%

Ausdal Financial Partners, Inc.

84.09K

Mar 31, 26

+66.06K

0.05%

PFG Investments, LLC

80.69K

Mar 31, 26

+1.03K

0.05%

Kovack Advisors, Inc.

72.51K

Mar 31, 26

+4.09K

0.04%

UMB Bank, n.a.

70.04K

Mar 31, 26

0.04%

Focus Financial Network, Inc.

69.30K

Mar 31, 26

+332

0.04%

Prime Capital Investment Advisors, LLC

69.00K

Mar 31, 26

-352.72K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

68.18K

Mar 31, 26

-12.79K

0.04%

CHOREO, LLC

65.66K

Mar 31, 26

+8.60K

0.04%

JANE STREET GROUP, LLC

60.20K

Mar 31, 26

-308.14K

0.04%

Sigma Planning Corp

60.03K

Mar 31, 26

-9.51K

0.04%

Geneos Wealth Management Inc.

58.68K

Mar 31, 26

-651

0.04%

Noble Wealth Management PBC

54.40K

Mar 31, 26

-78.17K

0.03%

Parisi Gray Wealth Management

51.00K

Mar 31, 26

+6.00K

0.03%

Mallini Complete Financial Planning LLC

50.42K

Mar 31, 26

+3.58K

0.03%

Strategic Financial Concepts, LLC

50.16K

Mar 31, 26

+50.16K

0.03%

Almanack Investment Partners, LLC.

49.45K

Mar 31, 26

-58.14K

0.03%

PRIVATE TRUST CO NA

48.97K

Mar 31, 26

+6.55K

0.03%

Patriot Financial Group Insurance Agency, LLC

48.31K

Mar 31, 26

+24.45K

0.03%

OPPENHEIMER & CO INC

47.41K

Mar 31, 26

+1.94K

0.03%

Equitable Holdings, Inc.

46.53K

Mar 31, 26

+14.64K

0.03%

Sovran Advisors, LLC

46.13K

Mar 31, 26

-9.56K

0.03%

Fiduciary Alliance LLC

45.22K

Mar 31, 26

-361

0.03%

New England Private Wealth Advisors LLC

43.33K

Mar 31, 26

0.03%

CAPTRUST FINANCIAL ADVISORS

42.86K

Mar 31, 26

0.03%

Brookstone Capital Management

42.60K

Mar 31, 26

-4.45K

0.03%

Capital CS Group, LLC

38.42K

Mar 31, 26

+10.76K

0.02%

Kera Capital Partners, Inc.

38.20K

Mar 31, 26

-324.60K

0.02%

Jacobi Capital Management LLC

38.11K

Mar 31, 26

+336

0.02%

Capital Analysts, LLC

37.37K

Mar 31, 26

+1.54K

0.02%

Mariner, LLC

32.94K

Mar 31, 26

+32.94K

0.02%

Apollon Wealth Management, LLC

32.81K

Mar 31, 26

+1.36K

0.02%

Bank of New York Mellon Corp

31.51K

Mar 31, 26

0.02%

Discipline Wealth Solutions, LLC

30.42K

Mar 31, 26

-15.07K

0.02%

Merit Financial Group, LLC

29.74K

Mar 31, 26

+660

0.02%

DAVENPORT & Co LLC

29.47K

Mar 31, 26

+1.87K

0.02%

NBC SECURITIES, INC.

29.44K

Mar 31, 26

+7.79K

0.02%

FIFTH THIRD BANCORP

28.48K

Mar 31, 26

+28.48K

0.02%

Perennial Investment Advisors, LLC

28.29K

Mar 31, 26

+3.83K

0.02%

Rockefeller Capital Management L.P.

28.19K

Mar 31, 26

+4.54K

0.02%

Atomi Financial Group, Inc.

27.59K

Mar 31, 26

0.02%

Disciplined Investments, LLC

27.56K

Mar 31, 26

+352

0.02%

WOLVERINE ASSET MANAGEMENT LLC

26.84K

Mar 31, 26

+23.80K

0.02%

JB Capital LLC

26.05K

Mar 31, 26

+160

0.02%

CI Private Wealth, LLC

26.04K

Mar 31, 26

+26.04K

0.02%

Encompass More Asset Management

25.27K

Mar 31, 26

-1.05K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

25.17K

Mar 31, 26

-10.00K

0.02%

ABSOLUTE INVESTMENT ADVISERS, LLC

23.10K

Mar 31, 26

+23.10K

0.01%

B. Riley Wealth Advisors, Inc.

23.03K

Mar 31, 26

+93

0.01%

United Advisor Group, LLC

22.41K

Mar 31, 26

+883

0.01%

David J Yvars Group

21.47K

Mar 31, 26

-226

0.01%

Sanctuary Advisors, LLC

20.97K

Mar 31, 26

-21.14K

0.01%

CoreCap Advisors, LLC

20.76K

Mar 31, 26

+7.00K

0.01%

Wagner Wealth Management, LLC

20.14K

Mar 31, 26

+445

0.01%

STIFEL FINANCIAL CORP

20.01K

Mar 31, 26

-6.79K

0.01%

HRT FINANCIAL LP

19.44K

Mar 31, 26

+19.44K

0.01%

Waverly Advisors, LLC

19.39K

Mar 31, 26

+695

0.01%

NORTHSTAR ASSET MANAGEMENT INC

19.00K

Mar 31, 26

0.01%

FIRETHORN WEALTH PARTNERS, LLC

18.88K

Mar 31, 26

+840

0.01%

Moors & Cabot, Inc.

18.70K

Mar 31, 26

0.01%

MELFA WEALTH MANAGEMENT, LLC

17.95K

Mar 31, 26

0.01%

Foundations Investment Advisors, LLC

17.76K

Mar 31, 26

+2.43K

0.01%

Creative Planning

17.48K

Mar 31, 26

+3.81K

0.01%

Silverleafe Capital Partners, LLC

16.99K

Mar 31, 26

+16.99K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

16.88K

Mar 31, 26

+68

0.01%

HighTower Advisors, LLC

16.18K

Mar 31, 26

-4.26K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.16K

Mar 31, 26

+16.16K

0.01%

Stratos Wealth Partners, LTD.

16.09K

Mar 31, 26

-6.42K

0.01%

CWM, LLC

15.63K

Mar 31, 26

+14.13K

0.01%

Garden State Investment Advisory Services LLC

15.43K

Mar 31, 26

-28.05K

0.01%

Fisher Asset Management, LLC

15.13K

Mar 31, 26

+15.13K

0.01%

NOMURA HOLDINGS INC

15.00K

Mar 31, 26

-19.13K

0.01%

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

14.54K

Mar 31, 26

0.01%

Annex Advisory Services, LLC

14.37K

Mar 31, 26

-801

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.04K

Mar 31, 26

-2.00K

0.01%

Quad-Cities Investment Group, LLC

13.62K

Mar 31, 26

+477

0.01%

LVZ, Inc.

12.68K

Mar 31, 26

0.01%

Kapstone Financial Advisors LLC

12.57K

Mar 31, 26

+2.50K

0.01%

DAYMARK WEALTH PARTNERS, LLC

12.27K

Mar 31, 26

-28

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

12.07K

Mar 31, 26

+1.16K

0.01%

Gladstone Institutional Advisory LLC

11.56K

Mar 31, 26

+11.56K

0.01%

TSFG, LLC

11.52K

Mar 31, 26

0.01%

IHT Wealth Management, LLC

11.34K

Mar 31, 26

+11.34K

0.01%

Ameritas Advisory Services, LLC

11.31K

Mar 31, 26

+11.31K

0.01%

Kingsview Wealth Management, LLC

11.17K

Mar 31, 26

0.01%

Core Wealth Partners LLC

10.98K

Mar 31, 26

0.01%

VISTA INVESTMENT PARTNERS II, LLC

10.71K

Mar 31, 26

-5.53K

0.01%

Prospera Financial Services Inc

10.61K

Mar 31, 26

+10.61K

0.01%

WELLS FARGO & COMPANY/MN

10.57K

Mar 31, 26

+996

0.01%

Larson Financial Group LLC

10.06K

Mar 31, 26

+3.28K

0.01%

Uniting Wealth Partners, LLC

10.00K

Mar 31, 26

+10.00K

0.01%

HARBOUR INVESTMENTS, INC.

9.95K

Mar 31, 26

+472

0.01%

Quarry LP

9.62K

Mar 31, 26

+9.62K

0.01%

BNP PARIBAS ARBITRAGE, SNC

9.35K

Mar 31, 26

0.01%

Triumph Capital Management

7.74K

Mar 31, 26

-550

0.00%

MPWM ADVISORY SOLUTIONS, LLC

7.00K

Mar 31, 26

0.00%

Advisory Services Network, LLC

5.57K

Mar 31, 26

+5.57K

0.00%

PETERSON WEALTH MANAGEMENT

4.59K

Mar 31, 26

+4.59K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.19K

Mar 31, 26

+1.86K

0.00%

EASTERN BANK

4.07K

Mar 31, 26

-4.00K

0.00%

COUNTRY TRUST BANK

4.00K

Mar 31, 26

0.00%

Anfield Capital Management, LLC

3.65K

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

3.06K

Mar 31, 26

+600

0.00%

GILL CAPITAL PARTNERS, LLC

2.94K

Mar 31, 26

+2.94K

0.00%

Nova Wealth Management, Inc.

2.94K

Mar 31, 26

0.00%

CENTRAL TRUST Co

2.50K

Mar 31, 26

+2.50K

0.00%

JONES FINANCIAL COMPANIES LLLP

2.00K

Mar 31, 26

+2.00K

0.00%

SRS Capital Advisors, Inc.

2.00K

Mar 31, 26

-280

0.00%

Kentucky Trust Co

1.50K

Mar 31, 26

0.00%

IFP Advisors, Inc

1.34K

Mar 31, 26

+59

0.00%

ASSETMARK, INC

1.32K

Mar 31, 26

+262

0.00%

Kozak & Associates, Inc.

1.30K

Mar 31, 26

+58

0.00%

North Star Investment Management Corp.

1.00K

Mar 31, 26

+1.00K

0.00%

PIN OAK INVESTMENT ADVISORS INC

903

Mar 31, 26

+28

0.00%

AMERIFLEX GROUP, INC.

777

Mar 31, 26

+34

0.00%

Spire Wealth Management

722

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

659

Mar 31, 26

0.00%

Advisors Asset Management, Inc.

550

Mar 31, 26

+550

0.00%

GHP Investment Advisors, Inc.

515

Mar 31, 26

+515

0.00%

Roble, Belko & Company, Inc

498

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

481

Mar 31, 26

-1.98K

0.00%

Beaird Harris Wealth Management, LLC

412

Mar 31, 26

+412

0.00%

Bollard Group LLC

399

Mar 31, 26

+399

0.00%

MATHER GROUP, LLC.

365

Mar 31, 26

+365

0.00%

SALEM INVESTMENT COUNSELORS INC

250

Mar 31, 26

+250

0.00%

MAI Capital Management

246

Mar 31, 26

+116

0.00%

Osbon Capital Management LLC

242

Mar 31, 26

+242

0.00%

HIGHLINE WEALTH PARTNERS LLC

230

Mar 31, 26

-20

0.00%

Financial Perspectives, Inc

Mar 31, 26

0.00%

Bank & Trust Co

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

-1.53K

0.00%

Marshall & Sterling Wealth Advisors Inc.

Mar 31, 26

0.00%

DANSKE BANK A/S

Mar 31, 26

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

Tidemark, LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-19.61K

Altus Wealth Group LLC

Mar 31, 26

-10.09K

Allworth Financial LP

Mar 31, 26

-1.76K

Marex Group plc

Mar 31, 26

-54.68K

Presper Financial Architects, LLC

Mar 31, 26

-27.75K

Virtu Financial LLC

Mar 31, 26

-16.07K

GREAT VALLEY ADVISOR GROUP, INC.

Mar 31, 26

-90.27K

Colony Group, LLC

Mar 31, 26

-46.29K

DV Trading LLC

Mar 31, 26

-2

IFG Advisory, LLC

Mar 31, 26

-95.34K

Cape Investment Advisory, Inc.

Mar 31, 26

-2.23K

Quantinno Capital Management LP

Mar 31, 26

-87.59K

Elm3 Financial Group, LLC

Mar 31, 26

-10.03K

Buska Wealth Management, LLC

Mar 31, 26

-38.01K

Gridiron Partners, LLC

Mar 31, 26

-10.00K

TrueMark Investments, LLC

Mar 31, 26

-109.84K

Brinker Capital Investments, LLC

Mar 31, 26

-34.60K

Parallel Advisors, LLC

Mar 31, 26

-930

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-61.19K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-76.19K

Strategic Advocates LLC

Mar 31, 26

-1.11K

Darwin Wealth Management, LLC

Mar 31, 26

-750

MORGAN STANLEY

7.02M

Dec 31, 25

-1.14M

4.32%

VERUS CAPITAL PARTNERS, LLC

2.33M

Dec 31, 25

+55.13K

1.43%

Logan Stone Capital, LLC

990.48K

Dec 31, 25

+990.48K

0.61%

RAYMOND JAMES FINANCIAL INC

731.07K

Dec 31, 25

+24.10K

0.45%

BANK OF AMERICA CORP /DE/

457.84K

Dec 31, 25

-46.53K

0.28%

Baird Financial Group, Inc.

244.70K

Dec 31, 25

+55.60K

0.15%

AMERIPRISE FINANCIAL INC

222.54K

Dec 31, 25

+146.60K

0.14%

Smith Asset Management Co., LLC

123.06K

Dec 31, 25

+21.19K

0.08%

NewEdge Advisors, LLC

114.67K

Dec 31, 25

-3.50K

0.07%

Quantinno Capital Management LP

87.59K

Dec 31, 25

+87.59K

0.05%

Western Wealth Management, LLC

60.70K

Dec 31, 25

+23.77K

0.04%

Colony Group, LLC

46.29K

Dec 31, 25

+6.29K

0.03%

CAPTRUST FINANCIAL ADVISORS

42.86K

Dec 31, 25

-6.30K

0.03%

Jacobi Capital Management LLC

37.77K

Dec 31, 25

+4.80K

0.02%

NOMURA HOLDINGS INC

34.13K

Dec 31, 25

+34.13K

0.02%

Prosperity Wealth Management, Inc.

33.42K

Dec 31, 25

+11.63K

0.02%

Equitable Holdings, Inc.

31.89K

Dec 31, 25

-19.53K

0.02%

COMERICA BANK

29.63K

Dec 31, 25

-1.43K

0.02%

Atomi Financial Group, Inc.

27.59K

Dec 31, 25

0.02%

GREENBERG FINANCIAL GROUP

24.79K

Dec 31, 25

+24.79K

0.02%

Perennial Investment Advisors, LLC

24.46K

Dec 31, 25

+2.04K

0.02%

Rockefeller Capital Management L.P.

23.65K

Dec 31, 25

-7.54K

0.01%

Global Retirement Partners, LLC

23.63K

Dec 31, 25

+7.33K

0.01%

Virtu Financial LLC

16.07K

Dec 31, 25

+16.07K

0.01%

Main Street Financial Solutions, LLC

12.61K

Dec 31, 25

+12.61K

0.01%

Sunbelt Securities, Inc.

5.56K

Dec 31, 25

-5.96K

0.00%

CIBC Private Wealth Group, LLC

3.83K

Dec 31, 25

0.00%

HAZLETT, BURT & WATSON, INC.

2.46K

Dec 31, 25

+1.10K

0.00%

SRS Capital Advisors, Inc.

2.28K

Dec 31, 25

0.00%

Cape Investment Advisory, Inc.

2.23K

Dec 31, 25

+2.23K

0.00%

Allworth Financial LP

1.76K

Dec 31, 25

+1.76K

0.00%

CWM, LLC

1.50K

Dec 31, 25

+1.50K

0.00%

Strategic Advocates LLC

1.11K

Dec 31, 25

+22

0.00%

PIN OAK INVESTMENT ADVISORS INC

875

Dec 31, 25

+236

0.00%

MAI Capital Management

130

Dec 31, 25

-44

0.00%

DV Trading LLC

Dec 31, 25

0.00%

Smartleaf Asset Management LLC

Dec 31, 25

-6

FMR LLC

Dec 31, 25

-1

Advisory Services Network, LLC

Dec 31, 25

-5.63K

Vantage Financial Partners, LLC

Dec 31, 25

-12.95K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-31.50K

WILEY BROS.-AINTREE CAPITAL, LLC

Dec 31, 25

-14.97K

WFA Asset Management Corp

27.04K

Sep 30, 25

+5.38K

0.02%

FSA Wealth Management LLC

1.76K

Sep 30, 25

-2.92K

0.00%

Moloney Securities Asset Management, LLC

Sep 30, 25

-17.82K

AVANTAX ADVISORY SERVICES, INC.

78.71K

Jun 30, 25

+1.84K

0.05%

Atria Wealth Solutions, Inc.

60.75K

Jun 30, 25

-196.92K

0.04%

Capital Market Strategies LLC

31.00K

Jun 30, 25

-4.27K

0.02%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

2.11K

Jun 30, 25

+2.11K

0.00%

Iron Horse Wealth Management, LLC

2.01K

Jun 30, 25

+2.01K

0.00%

Orion Portfolio Solutions, LLC

13.10K

Mar 31, 25

+13.10K

0.01%

Bison Wealth, LLC

35.09K

Dec 31, 24

+295

0.02%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.20K

Raymond James Financial Services Advisors, Inc.

279.27K

Sep 30, 24

+20.89K

0.17%

RAYMOND JAMES & ASSOCIATES

201.93K

Sep 30, 24

+57.31K

0.12%

RAYMOND JAMES TRUST N.A.

65.79K

Sep 30, 24

+17.46K

0.04%

9258 Wealth Management, LLC

21.26K

Sep 30, 24

-671

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

5.41K

Jun 30, 24

-285

0.00%

Cetera Advisor Networks LLC

181.38K

Mar 31, 24

+5.06K

0.11%

Cetera Advisors LLC

22.23K

Mar 31, 24

-985

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

96.11K

Dec 31, 23

+96.11K

0.06%

Baystate Wealth Management LLC

608

Dec 31, 23

+608

0.00%

Cornerstone Retirement Group, Inc.

66.74K

Sep 30, 23

+66.74K

0.04%

BDO Wealth Advisors, LLC

50.00K

Jun 30, 23

0.03%

Lumature Wealth Partners, LLC

Jun 30, 23

-160

Ahrens Investment Partners LLC

1.00K

Mar 31, 23

+1.00K

0.00%

American Portfolios Advisors

46.80K

Sep 30, 22

+1.70K

0.03%

DOWLING & YAHNKE LLC

10.71K

Sep 30, 22

+340

0.01%

Strategic Asset Management, LLC

2.39K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-3.73K

Mosaic Family Wealth, LLC

140.28K

Dec 31, 21

+4.41K

0.09%

NEXT Financial Group, Inc

5.45K

Dec 31, 21

+1.03K

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

39.40K

Sep 30, 21

+12.90K

0.02%

Sonora Investment Management, LLC

275

Sep 30, 21

+275

0.00%

Hoover Financial Advisors, Inc.

2.61K

Jun 30, 21

+2.61K

0.00%

Reby Advisors, LLC

1.05K

Dec 31, 20

+1.05K

0.00%

Winslow, Evans & Crocker, Inc.

550

Dec 31, 20

+150

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

320.36K

Dec 31, 19

-7.50K

0.20%

Advisor Group, Inc.

147.17K

Dec 31, 19

-83.52K

0.09%

BB&T SECURITIES, LLC

48.87K

Sep 30, 19

-872

0.03%

NEXT Financial Holdings

2.25K

Mar 31, 19

+2.25K

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-30.73K

GIRARD SECURITIES, INC.

18.57K

Sep 30, 17

-410

0.01%

Commonwealth Equity Services, Inc

80.46K

Jun 30, 17

+20.86K

0.05%

WFG Advisors, LP

Jun 30, 17

-2.10K

MSI Financial Services Inc

23.78K

Dec 31, 16

+6.94K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

3.27K

Dec 31, 14

+2.17K

0.00%

Gary Goldberg Planning Services Inc

2.41K

Dec 31, 14

0.00%

UBS AG

176.10K

Sep 30, 14

+28.55K

0.11%

STIFEL NICOLAUS & CO INC \MO\

18.74K

Sep 30, 13

-188

0.01%