Goldman Sachs BDC, Inc.(GSBD)

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Goldman Sachs BDC, Inc.(GSBD)

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$9.78—

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GSBD(GSBD)

GSBD

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Institutional Ownership

Top 299 Institutional Holders

Holder	Shares	Date	Change	% Held
GOLDMAN SACHS GROUP INC	6.54M	Jun 30, 26	--	5.81%
PRIVATE MANAGEMENT GROUP INC	5.18M	Jun 30, 26	+175.28K	4.60%
MORGAN STANLEY	4.71M	Jun 30, 26	+1.08M	4.19%
Generali Asset Management SPA SGR	3.29M	Jun 30, 26	--	2.93%
ARES MANAGEMENT LLC	3.15M	Jun 30, 26	+976.08K	2.80%
VAN ECK ASSOCIATES CORP	2.68M	Jun 30, 26	+608.00K	2.38%
UBS Group AG	2.58M	Jun 30, 26	+49.22K	2.29%
Lunate Capital Ltd	2.19M	Jun 30, 26	+2.19M	1.95%
Invesco Ltd.	1.69M	Jun 30, 26	+42.32K	1.50%
BANK OF AMERICA CORP /DE/	1.15M	Jun 30, 26	+149.60K	1.02%
Legal & General Group Plc	939.77K	Jun 30, 26	+57.07K	0.83%
Muzinich & Co., Inc.	853.94K	Jun 30, 26	+52.41K	0.76%
RAYMOND JAMES FINANCIAL INC	706.55K	Jun 30, 26	+12.74K	0.63%
Sumitomo Mitsui Trust Group, Inc.	701.78K	Jun 30, 26	+5.00K	0.62%
Cetera Investment Advisers	696.31K	Jun 30, 26	+610.89K	0.62%
ENVESTNET ASSET MANAGEMENT INC	624.97K	Jun 30, 26	+624.97K	0.56%
Columbus Macro, LLC	619.85K	Jun 30, 26	+619.85K	0.55%
ADVISOR GROUP HOLDINGS, INC.	561.57K	Jun 30, 26	+311.35K	0.50%
AMERICAN FINANCIAL GROUP INC	506.56K	Jun 30, 26	--	0.45%
VICTORY CAPITAL MANAGEMENT INC	497.44K	Jun 30, 26	+227.47K	0.44%
BlackRock, Inc.	432.57K	Jun 30, 26	-10.30K	0.38%
TRANSCEND CAPITAL ADVISORS, LLC	356.96K	Jun 30, 26	-36.21K	0.32%
CITADEL ADVISORS LLC	356.07K	Jun 30, 26	+356.07K	0.32%
Janney Montgomery Scott LLC	328.20K	Jun 30, 26	+311.20K	0.29%
GraniteShares Advisors LLC	290.79K	Jun 30, 26	+38.93K	0.26%
Hennion & Walsh Asset Management, Inc.	290.17K	Jun 30, 26	-18.98K	0.26%
ROYAL BANK OF CANADA	278.70K	Jun 30, 26	+39.41K	0.25%
WELLS FARGO & COMPANY/MN	270.63K	Jun 30, 26	+33.28K	0.24%
Naviter Wealth, LLC	253.41K	Jun 30, 26	+69.98K	0.23%
Callodine Capital Management, LP	250.00K	Jun 30, 26	+250.00K	0.22%
Russell Investments Group, Ltd.	235.69K	Jun 30, 26	-84.97K	0.21%
Adams Asset Advisors, LLC	227.55K	Jun 30, 26	-147.06K	0.20%
Privium Fund Management (UK) Ltd	216.00K	Jun 30, 26	+216.00K	0.19%
Significant Wealth Partners LLC	197.28K	Jun 30, 26	+3.19K	0.18%
AMERIPRISE FINANCIAL INC	173.14K	Jun 30, 26	+10.51K	0.15%
Lido Advisors, LLC	164.68K	Jun 30, 26	-39.41K	0.15%
STATE STREET CORP	164.16K	Jun 30, 26	+24.85K	0.15%
Quadrant Private Wealth Management, LLC	160.23K	Jun 30, 26	-250	0.14%
LPL Financial LLC	151.25K	Jun 30, 26	-64.94K	0.13%
Stiles Financial Services Inc	147.84K	Jun 30, 26	-2.88K	0.13%
THRIVENT FINANCIAL FOR LUTHERANS	147.56K	Jun 30, 26	+8.91K	0.13%
GREAT WEST LIFE ASSURANCE CO /CAN/	145.45K	Jun 30, 26	+21.02K	0.13%
SAXON INTERESTS, INC.	142.13K	Jun 30, 26	+19.22K	0.13%
LOOMIS SAYLES & CO L P	140.00K	Jun 30, 26	--	0.12%
NORDEN GROUP LLC	134.70K	Jun 30, 26	+42.51K	0.12%
J.W. COLE ADVISORS, INC.	120.66K	Jun 30, 26	-213	0.11%
Ethos Financial Group, LLC	120.28K	Jun 30, 26	+5.49K	0.11%
Global Wealth Management Investment Advisory, Inc.	112.30K	Jun 30, 26	+112.30K	0.10%
CI Private Wealth, LLC	108.14K	Jun 30, 26	-3.77K	0.10%
DENALI ADVISORS LLC	105.68K	Jun 30, 26	-6.00K	0.09%
SHIKIAR ASSET MANAGEMENT INC	102.90K	Jun 30, 26	+33.95K	0.09%
United Advisor Group, LLC	100.96K	Jun 30, 26	-83	0.09%
Garde Capital, Inc.	97.11K	Jun 30, 26	+3.44K	0.09%
HB Wealth Management, LLC	96.86K	Jun 30, 26	+36.85K	0.09%
Stratos Wealth Partners, LTD.	93.95K	Jun 30, 26	-9.51K	0.08%
Creative Planning	90.76K	Jun 30, 26	-56.46K	0.08%
XTX Topco Ltd	88.32K	Jun 30, 26	+88.32K	0.08%
GREEN SQUARE CAPITAL ADVISORS LLC	86.05K	Jun 30, 26	+1.48K	0.08%
HighTower Advisors, LLC	82.32K	Jun 30, 26	-437.95K	0.07%
Meridian Wealth Management, LLC	79.08K	Jun 30, 26	-9.15K	0.07%
SRS Capital Advisors, Inc.	78.76K	Jun 30, 26	+68.76K	0.07%
NORTHERN TRUST CORP	74.92K	Jun 30, 26	+176	0.07%
Icon Wealth Advisors, LLC	74.49K	Jun 30, 26	--	0.07%
FreeGulliver LLC	72.66K	Jun 30, 26	+72.66K	0.06%
TT Capital Management LLC	71.85K	Jun 30, 26	+3.30K	0.06%
Virtus Investment Advisers, Inc.	67.75K	Jun 30, 26	-20.99K	0.06%
PFG Investments, LLC	67.41K	Jun 30, 26	-5.45K	0.06%
GUGGENHEIM CAPITAL LLC	65.33K	Jun 30, 26	+6.08K	0.06%
BLAIR WILLIAM & CO/IL	64.28K	Jun 30, 26	+64.28K	0.06%
All Terrain Financial Advisors, LLC	63.49K	Jun 30, 26	+63.49K	0.06%
Texas Yale Capital Corp.	63.21K	Jun 30, 26	+19.45K	0.06%
BROWN ADVISORY INC	63.20K	Jun 30, 26	+25.00K	0.06%
Argentarii, LLC	63.00K	Jun 30, 26	--	0.06%
BI Asset Management Fondsmaeglerselskab A/S	62.73K	Jun 30, 26	-302.01K	0.06%
CIDEL ASSET MANAGEMENT INC	60.20K	Jun 30, 26	+60.20K	0.05%
Toroso Investments, LLC	58.69K	Jun 30, 26	+3.05K	0.05%
Arkadios Wealth Advisors	47.72K	Jun 30, 26	-6.50K	0.04%
DELPHI FINANCIAL GROUP, INC.	47.18K	Jun 30, 26	--	0.04%
Garner Asset Management Corp	45.05K	Jun 30, 26	-13.71K	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	44.29K	Jun 30, 26	-36	0.04%
Founders Financial Alliance, LLC	43.46K	Jun 30, 26	-1.42K	0.04%
DRW Securities, LLC	41.63K	Jun 30, 26	-15.26K	0.04%
Autumn Glory Partners, LLC	40.94K	Jun 30, 26	--	0.04%
Cohen Capital Management, Inc.	38.69K	Jun 30, 26	--	0.03%
Kendall Capital Management	38.67K	Jun 30, 26	+22.57K	0.03%
Black Maple Capital Management LP	37.50K	Jun 30, 26	+12.50K	0.03%
Wealth Alliance	36.04K	Jun 30, 26	--	0.03%
Tyche Wealth Partners LLC	34.10K	Jun 30, 26	+6.80K	0.03%
Investment Partners Asset Management, Inc.	33.72K	Jun 30, 26	+1.50K	0.03%
Crestwood Advisors Group LLC	32.98K	Jun 30, 26	+32.98K	0.03%
Parallel Advisors, LLC	32.96K	Jun 30, 26	+2.03K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	32.38K	Jun 30, 26	+32.38K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	31.07K	Jun 30, 26	-25.09K	0.03%
Caption Management, LLC	31.07K	Jun 30, 26	-43.49K	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	30.63K	Jun 30, 26	-16.49K	0.03%
Private Advisor Group, LLC	29.78K	Jun 30, 26	-658	0.03%
Generali Investments CEE, investicni spolecnost, a.s.	26.81K	Jun 30, 26	--	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	26.22K	Jun 30, 26	--	0.02%
TWO SIGMA SECURITIES, LLC	25.86K	Jun 30, 26	+12.41K	0.02%
XML Financial, LLC	24.60K	Jun 30, 26	+24.60K	0.02%
Prosperity Consulting Group, LLC	24.32K	Jun 30, 26	--	0.02%
Brevan Howard Capital Management LP	23.00K	Jun 30, 26	-41.01K	0.02%
Wellington Shields & Co., LLC	21.65K	Jun 30, 26	--	0.02%
FIRST MANHATTAN CO. LLC.	21.40K	Jun 30, 26	--	0.02%
Rockefeller Capital Management L.P.	20.91K	Jun 30, 26	-4.78K	0.02%
Wealth Architects, LLC	20.61K	Jun 30, 26	--	0.02%
Foundations Investment Advisors, LLC	20.53K	Jun 30, 26	+20.53K	0.02%
ProShare Advisors LLC	20.49K	Jun 30, 26	-1.33K	0.02%
COLUMBIA ADVISORY PARTNERS LLC	19.74K	Jun 30, 26	+1.86K	0.02%
Hexagon Capital Partners LLC	19.64K	Jun 30, 26	+11	0.02%
Apollon Wealth Management, LLC	19.30K	Jun 30, 26	-2.77K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	18.69K	Jun 30, 26	+2.55K	0.02%
Nicholas Hoffman & Company, LLC.	18.57K	Jun 30, 26	+36	0.02%
Stirlingshire Investments, Inc.	18.05K	Jun 30, 26	-7.95K	0.02%
NewEdge Wealth, LLC	17.80K	Jun 30, 26	-23.50K	0.02%
Osbon Capital Management LLC	17.27K	Jun 30, 26	-1	0.02%
Sovran Advisors, LLC	17.11K	Jun 30, 26	+2.87K	0.02%
Cornerstone Select Advisors, LLC	17.05K	Jun 30, 26	+17.05K	0.02%
Atom Investors LP	15.98K	Jun 30, 26	+15.98K	0.01%
PARK AVENUE SECURITIES LLC	15.96K	Jun 30, 26	+15.96K	0.01%
Cerity Partners LLC	15.47K	Jun 30, 26	+3.89K	0.01%
MAI Capital Management	15.42K	Jun 30, 26	+256	0.01%
AQR CAPITAL MANAGEMENT LLC	15.13K	Jun 30, 26	+15.13K	0.01%
Westmount Partners, LLC	14.79K	Jun 30, 26	-220	0.01%
Samalin Investment Counsel, LLC	14.62K	Jun 30, 26	-2.17K	0.01%
DOLIVER ADVISORS, LP	14.31K	Jun 30, 26	-650	0.01%
IHT Wealth Management, LLC	14.13K	Jun 30, 26	-2.87K	0.01%
Strategic Financial Concepts, LLC	13.90K	Jun 30, 26	+13.90K	0.01%
MML INVESTORS SERVICES, LLC	13.72K	Jun 30, 26	-2.19K	0.01%
TRUIST FINANCIAL CORP	12.94K	Jun 30, 26	-1.65K	0.01%
Accel Wealth Management	12.00K	Jun 30, 26	--	0.01%
SeaCrest Wealth Management, LLC	11.90K	Jun 30, 26	-3.33K	0.01%
Sowell Financial Services LLC	11.78K	Jun 30, 26	-9.93K	0.01%
Stablepoint Partners, LLC	11.71K	Jun 30, 26	+11.71K	0.01%
DAVENPORT & Co LLC	11.09K	Jun 30, 26	--	0.01%
Mallini Complete Financial Planning LLC	10.93K	Jun 30, 26	+148	0.01%
STEPHENS INC /AR/	10.74K	Jun 30, 26	+10.74K	0.01%
Principal Street Partners, LLC	10.73K	Jun 30, 26	--	0.01%
CASCADE INVESTMENT GROUP, INC.	10.68K	Jun 30, 26	-1.25K	0.01%
BNP PARIBAS ARBITRAGE, SNC	10.32K	Jun 30, 26	-9.70K	0.01%
Sound Income Strategies, LLC	10.26K	Jun 30, 26	-2	0.01%
Visionary Wealth Advisors	10.22K	Jun 30, 26	+10.22K	0.01%
CFO4Life Group, LLC	10.14K	Jun 30, 26	+10.14K	0.01%
Cambridge Investment Research Advisors, Inc.	10.07K	Jun 30, 26	+10.07K	0.01%
Crewe Advisors LLC	9.94K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	9.79K	Jun 30, 26	+9.79K	0.01%
Integrated Wealth Concepts LLC	9.36K	Jun 30, 26	+9.36K	0.01%
JPMORGAN CHASE & CO	9.30K	Jun 30, 26	+2.23K	0.01%
LSV ASSET MANAGEMENT	7.10K	Jun 30, 26	--	0.01%
ROTHSCHILD INVESTMENT LLC	7.00K	Jun 30, 26	--	0.01%
Axiom Investment Management LLC	6.00K	Jun 30, 26	+6.00K	0.01%
Strategic Wealth Partners, Ltd.	5.22K	Jun 30, 26	--	0.00%
State of Alaska, Department of Revenue	5.10K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	4.47K	Jun 30, 26	-758	0.00%
Allworth Financial LP	4.26K	Jun 30, 26	-24	0.00%
CHILTON CAPITAL MANAGEMENT LLC	4.00K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.95K	Jun 30, 26	--	0.00%
Union Bancaire Privee, UBP SA	3.71K	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	3.15K	Jun 30, 26	--	0.00%
JONES ROAD CAPITAL MANAGEMENT, L.P.	3.00K	Jun 30, 26	+3.00K	0.00%
Quantbot Technologies LP	2.81K	Jun 30, 26	+2.81K	0.00%
VISION FINANCIAL MARKETS LLC	2.25K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	2.04K	Jun 30, 26	+60	0.00%
Rialto Wealth Management, LLC	1.87K	Jun 30, 26	--	0.00%
Altshuler Shaham Ltd	1.80K	Jun 30, 26	+1.70K	0.00%
FIFTH THIRD BANCORP	1.76K	Jun 30, 26	--	0.00%
Private Wealth Management Group, LLC	1.53K	Jun 30, 26	-589	0.00%
North Star Investment Management Corp.	1.10K	Jun 30, 26	+50	0.00%
Farther Finance Advisors, LLC	1.07K	Jun 30, 26	-7.25K	0.00%
Federation des caisses Desjardins du Quebec	1.02K	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	1.00K	Jun 30, 26	+1.00K	0.00%
Triumph Capital Management	795	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	750	Jun 30, 26	+750	0.00%
Financial Network Wealth Advisors LLC	555	Jun 30, 26	--	0.00%
Quaker Wealth Management, LLC	500	Jun 30, 26	--	0.00%
Coppell Advisory Solutions LLC	446	Jun 30, 26	+446	0.00%
Blume Capital Management, Inc.	350	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	350	Jun 30, 26	-894	0.00%
PRIVATE TRUST CO NA	321	Jun 30, 26	--	0.00%
CITIGROUP INC	304	Jun 30, 26	--	0.00%
IFP Advisors, Inc	300	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	250	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	218	Jun 30, 26	-111	0.00%
JFS WEALTH ADVISORS, LLC	141	Jun 30, 26	+141	0.00%
TD Waterhouse Canada Inc.	102	Jun 30, 26	--	0.00%
Byrne Asset Management LLC	100	Jun 30, 26	--	0.00%
Rossby Financial, LCC	100	Jun 30, 26	--	0.00%
Caitong International Asset Management Co., Ltd	47	Jun 30, 26	+2	0.00%
VSM Wealth Advisory, LLC	19	Jun 30, 26	+1	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	4	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	-66	0.00%
Prospera Financial Services Inc	--	Jun 30, 26	-19.17K	--
Entropy Technologies, LP	--	Jun 30, 26	-31.46K	--
SAGE RHINO CAPITAL LLC	--	Jun 30, 26	-43.48K	--
Key FInancial Inc	--	Jun 30, 26	-2.47K	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-52.62K	--
Verition Fund Management LLC	--	Jun 30, 26	-14.46K	--
Maia Wealth LLC	--	Jun 30, 26	-95.50K	--
ExodusPoint Capital Management, LP	--	Jun 30, 26	-45.51K	--
WILEY BROS.-AINTREE CAPITAL, LLC	--	Jun 30, 26	-10.60K	--
SG Americas Securities, LLC	--	Jun 30, 26	-10.91K	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-12.85K	--
Burk Holdings LLC	--	Jun 30, 26	-1.93K	--
BRYN MAWR TRUST Co	--	Jun 30, 26	-10.00K	--
FIRST NATIONAL TRUST CO	--	Jun 30, 26	-311.20K	--
Bridgewealth Advisory Group, LLC	--	Jun 30, 26	-20.48K	--
Optiver Holding B.V.	--	Jun 30, 26	-2.03K	--
WealthCollab, LLC	--	Jun 30, 26	-1.27K	--
KRAEMATON INVESTMENT ADVISORS, INC	--	Jun 30, 26	-17.33K	--
KAVAR CAPITAL PARTNERS GROUP, LLC	--	Jun 30, 26	-13.45K	--
Schonfeld Strategic Advisors LLC	--	Jun 30, 26	-10.03K	--
Advisory Services Network, LLC	--	Jun 30, 26	-3.94K	--
Trexquant Investment LP	--	Jun 30, 26	-182.90K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-23.25K	--
WINTON GROUP Ltd	--	Jun 30, 26	-19.10K	--
Aquatic Capital Management LLC	--	Jun 30, 26	-12.79K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-108.81K	--
NOMURA ASSET MANAGEMENT CO LTD	--	Jun 30, 26	-640	--
GROUP ONE TRADING, L.P.	--	Jun 30, 26	-410	--
BANK OF AMERICA CORP /DE/	997.57K	Mar 31, 26	+11.91K	0.89%
THRIVENT FINANCIAL FOR LUTHERANS	138.65K	Mar 31, 26	+35.72K	0.12%
U.S. Capital Wealth Advisors, LLC	53.98K	Mar 31, 26	+23.67K	0.05%
Almitas Capital LLC	50.00K	Mar 31, 26	--	0.04%
Equitable Holdings, Inc.	27.10K	Mar 31, 26	-4.31K	0.02%
Black Maple Capital Management LP	25.00K	Mar 31, 26	+15.00K	0.02%
Jefferies Financial Group Inc.	18.27K	Mar 31, 26	+18.27K	0.02%
Schonfeld Strategic Advisors LLC	10.03K	Mar 31, 26	+10.03K	0.01%
AREX Capital Management, LP	8.90K	Mar 31, 26	+8.90K	0.01%
CWM, LLC	5.54K	Mar 31, 26	+58	0.00%
Sunbelt Securities, Inc.	1.00K	Mar 31, 26	--	0.00%
CENTAURUS FINANCIAL, INC.	--	Mar 31, 26	-37.01K	--
Arcus Capital Partners, LLC	--	Mar 31, 26	-49.42K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-80.82K	--
COMERICA BANK	5.09K	Dec 31, 25	-4.36K	0.00%
CIBC Private Wealth Group, LLC	5.00K	Dec 31, 25	-8.57K	0.00%
ORG Partners LLC	3.57K	Dec 31, 25	+3.57K	0.00%
Ascent Capital Management, LLC	32.33K	Sep 30, 25	+614	0.03%
MAS Advisors LLC	32.29K	Sep 30, 25	+6.01K	0.03%
AXA Investment Managers S.A.	10.79K	Sep 30, 25	+10.79K	0.01%
WFA Asset Management Corp	2.36K	Sep 30, 25	+2.36K	0.00%
Capital Market Strategies LLC	114.00K	Jun 30, 25	-34.90K	0.10%
OLYMPUS WEALTH MANAGEMENT, LLC	62.33K	Jun 30, 25	--	0.06%
Atria Wealth Solutions, Inc.	22.05K	Jun 30, 25	+1.02K	0.02%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.50K	Jun 30, 25	+1.50K	0.00%
BluePointe Capital Management, LLC	32.21K	Mar 31, 25	+3.90K	0.03%
Zions Bancorporation, N.A.	--	Dec 31, 24	-8.50K	--
Raymond James Financial Services Advisors, Inc.	1.06M	Sep 30, 24	+50.99K	0.94%
RAYMOND JAMES & ASSOCIATES	598.42K	Sep 30, 24	-46.71K	0.53%
RAYMOND JAMES TRUST N.A.	32.14K	Sep 30, 24	+3.46K	0.03%
Carmichael Hill & Associates, Inc.	2.02K	Sep 30, 24	+350	0.00%
Greenwich Investment Management, Inc.	364.81K	Jun 30, 24	-3.95K	0.32%
BlackRock Inc.	362.29K	Jun 30, 24	+7.46K	0.32%
MCKINLEY CAPITAL MANAGEMENT LLC	189.87K	Jun 30, 24	+687	0.17%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.20K	Jun 30, 24	--	0.00%
Cetera Advisors LLC	136.01K	Mar 31, 24	+120.25K	0.12%
Cetera Advisor Networks LLC	87.66K	Mar 31, 24	+13.78K	0.08%
Highlander Capital Management, LLC	7.00K	Mar 31, 24	--	0.01%
Rainsberger Wealth Advisors, Inc.	28.70K	Dec 31, 23	-683	0.03%
Day & Ennis, LLC	17.75K	Dec 31, 23	--	0.02%
Baystate Wealth Management LLC	1.50K	Dec 31, 23	+1.50K	0.00%
Claybrook Capital, LLC	47.20K	Sep 30, 23	--	0.04%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	25.84K	Sep 30, 23	+1.68K	0.02%
COLONY GROUP LLC	24.04K	Sep 30, 23	-725	0.02%
ROTHSCHILD INVESTMENT CORP /IL	11.50K	Sep 30, 23	+407	0.01%
Intercontinental Wealth Advisors, LLC	57.65K	Jun 30, 23	--	0.05%
Kula Investments, LLC	39.07K	Mar 31, 23	+39.07K	0.03%
Ahrens Investment Partners LLC	1.50K	Mar 31, 23	+1.50K	0.00%
CFO4Life, L.P.	11.45K	Dec 31, 22	+11.45K	0.01%
Foresight Wealth Management, LLC	--	Dec 31, 22	-11.86K	--
Gyon Technologies Capital Management, LP	--	Dec 31, 22	-22.42K	--
ROOSEVELT INVESTMENT GROUP LLC	35.14K	Sep 30, 22	-490	0.03%
Covington Capital Management	15.88K	Sep 30, 22	--	0.01%
BRR OpCo, LLC	11.78K	Sep 30, 22	--	0.01%
American Portfolios Advisors	9.63K	Sep 30, 22	+1.79K	0.01%
FourThought Financial, LLC	1.00K	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	800	Sep 30, 22	--	0.00%
SP Asset Management	--	Sep 30, 22	-13.05K	--
Farmer Steven Patrick	201.01K	Jun 30, 22	+201.01K	0.18%
Frontier Wealth Management LLC	102.92K	Jun 30, 22	--	0.09%
Pinnacle Private Wealth, LLC	32.63K	Jun 30, 22	+10.89K	0.03%
Azimuth Capital Management LLC	258.91K	Mar 31, 22	+16.48K	0.23%
Nauset Wealth Management. LLC	5.23K	Mar 31, 22	+5.23K	0.00%
Homrich & Berg	151.40K	Sep 30, 21	-3.99K	0.13%
Cascadia Advisory Services, LLC	22.10K	Sep 30, 21	+6.78K	0.02%
ROWLAND CARMICHAEL ADVISORS INC /ADV	21.27K	Dec 31, 20	+21.27K	0.02%
Kavar Capital Partners, LLC	27.60K	Sep 30, 20	+27.60K	0.02%
Lucia Wealth Services, LLC	6.00K	Sep 30, 20	--	0.01%
Leap Investments LP	--	Jun 30, 20	-15.00K	--
JOYN Advisors, Inc.	12.91K	Mar 31, 20	--	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	18.29K	Dec 31, 19	+2.66K	0.02%
Advisor Group, Inc.	4.56K	Dec 31, 19	+929	0.00%
HARVEST CAPITAL MANAGEMENT INC	149.86K	Jun 30, 19	-2.10K	0.13%
Global X Management CO LLC	12.17K	Jun 30, 18	+639	0.01%
Acrospire Investment Management LLC	--	Sep 30, 17	-27	--
WFG Advisors, LP	1.23K	Jun 30, 17	+282	0.00%
Virtu KCG Holdings LLC	--	Jun 30, 17	-14.80K	--
BlackRock Group LTD	248.28K	Dec 31, 16	+70.55K	0.22%
MSI Financial Services Inc	1.15K	Dec 31, 16	+240	0.00%
MANAGED ACCOUNT ADVISORS LLC	43.83K	Jun 30, 15	+43.83K	0.04%

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Holder

Date

Change

% Held

GOLDMAN SACHS GROUP INC

6.54M

Jun 30, 26

5.81%

PRIVATE MANAGEMENT GROUP INC

5.18M

Jun 30, 26

+175.28K

4.60%

MORGAN STANLEY

4.71M

Jun 30, 26

+1.08M

4.19%

Generali Asset Management SPA SGR

3.29M

Jun 30, 26

2.93%

ARES MANAGEMENT LLC

3.15M

Jun 30, 26

+976.08K

2.80%

VAN ECK ASSOCIATES CORP

2.68M

Jun 30, 26

+608.00K

2.38%

UBS Group AG

2.58M

Jun 30, 26

+49.22K

2.29%

Lunate Capital Ltd

2.19M

Jun 30, 26

+2.19M

1.95%

Invesco Ltd.

1.69M

Jun 30, 26

+42.32K

1.50%

BANK OF AMERICA CORP /DE/

1.15M

Jun 30, 26

+149.60K

1.02%

Legal & General Group Plc

939.77K

Jun 30, 26

+57.07K

0.83%

Muzinich & Co., Inc.

853.94K

Jun 30, 26

+52.41K

0.76%

RAYMOND JAMES FINANCIAL INC

706.55K

Jun 30, 26

+12.74K

0.63%

Sumitomo Mitsui Trust Group, Inc.

701.78K

Jun 30, 26

+5.00K

0.62%

Cetera Investment Advisers

696.31K

Jun 30, 26

+610.89K

0.62%

ENVESTNET ASSET MANAGEMENT INC

624.97K

Jun 30, 26

+624.97K

0.56%

Columbus Macro, LLC

619.85K

Jun 30, 26

+619.85K

0.55%

ADVISOR GROUP HOLDINGS, INC.

561.57K

Jun 30, 26

+311.35K

0.50%

AMERICAN FINANCIAL GROUP INC

506.56K

Jun 30, 26

0.45%

VICTORY CAPITAL MANAGEMENT INC

497.44K

Jun 30, 26

+227.47K

0.44%

BlackRock, Inc.

432.57K

Jun 30, 26

-10.30K

0.38%

TRANSCEND CAPITAL ADVISORS, LLC

356.96K

Jun 30, 26

-36.21K

0.32%

CITADEL ADVISORS LLC

356.07K

Jun 30, 26

+356.07K

0.32%

Janney Montgomery Scott LLC

328.20K

Jun 30, 26

+311.20K

0.29%

GraniteShares Advisors LLC

290.79K

Jun 30, 26

+38.93K

0.26%

Hennion & Walsh Asset Management, Inc.

290.17K

Jun 30, 26

-18.98K

0.26%

ROYAL BANK OF CANADA

278.70K

Jun 30, 26

+39.41K

0.25%

WELLS FARGO & COMPANY/MN

270.63K

Jun 30, 26

+33.28K

0.24%

Naviter Wealth, LLC

253.41K

Jun 30, 26

+69.98K

0.23%

Callodine Capital Management, LP

250.00K

Jun 30, 26

+250.00K

0.22%

Russell Investments Group, Ltd.

235.69K

Jun 30, 26

-84.97K

0.21%

Adams Asset Advisors, LLC

227.55K

Jun 30, 26

-147.06K

0.20%

Privium Fund Management (UK) Ltd

216.00K

Jun 30, 26

+216.00K

0.19%

Significant Wealth Partners LLC

197.28K

Jun 30, 26

+3.19K

0.18%

AMERIPRISE FINANCIAL INC

173.14K

Jun 30, 26

+10.51K

0.15%

Lido Advisors, LLC

164.68K

Jun 30, 26

-39.41K

0.15%

STATE STREET CORP

164.16K

Jun 30, 26

+24.85K

0.15%

Quadrant Private Wealth Management, LLC

160.23K

Jun 30, 26

-250

0.14%

LPL Financial LLC

151.25K

Jun 30, 26

-64.94K

0.13%

Stiles Financial Services Inc

147.84K

Jun 30, 26

-2.88K

0.13%

THRIVENT FINANCIAL FOR LUTHERANS

147.56K

Jun 30, 26

+8.91K

0.13%

GREAT WEST LIFE ASSURANCE CO /CAN/

145.45K

Jun 30, 26

+21.02K

0.13%

SAXON INTERESTS, INC.

142.13K

Jun 30, 26

+19.22K

0.13%

LOOMIS SAYLES & CO L P

140.00K

Jun 30, 26

0.12%

NORDEN GROUP LLC

134.70K

Jun 30, 26

+42.51K

0.12%

J.W. COLE ADVISORS, INC.

120.66K

Jun 30, 26

-213

0.11%

Ethos Financial Group, LLC

120.28K

Jun 30, 26

+5.49K

0.11%

Global Wealth Management Investment Advisory, Inc.

112.30K

Jun 30, 26

+112.30K

0.10%

CI Private Wealth, LLC

108.14K

Jun 30, 26

-3.77K

0.10%

DENALI ADVISORS LLC

105.68K

Jun 30, 26

-6.00K

0.09%

SHIKIAR ASSET MANAGEMENT INC

102.90K

Jun 30, 26

+33.95K

0.09%

United Advisor Group, LLC

100.96K

Jun 30, 26

-83

0.09%

Garde Capital, Inc.

97.11K

Jun 30, 26

+3.44K

0.09%

HB Wealth Management, LLC

96.86K

Jun 30, 26

+36.85K

0.09%

Stratos Wealth Partners, LTD.

93.95K

Jun 30, 26

-9.51K

0.08%

Creative Planning

90.76K

Jun 30, 26

-56.46K

0.08%

XTX Topco Ltd

88.32K

Jun 30, 26

+88.32K

0.08%

GREEN SQUARE CAPITAL ADVISORS LLC

86.05K

Jun 30, 26

+1.48K

0.08%

HighTower Advisors, LLC

82.32K

Jun 30, 26

-437.95K

0.07%

Meridian Wealth Management, LLC

79.08K

Jun 30, 26

-9.15K

0.07%

SRS Capital Advisors, Inc.

78.76K

Jun 30, 26

+68.76K

0.07%

NORTHERN TRUST CORP

74.92K

Jun 30, 26

+176

0.07%

Icon Wealth Advisors, LLC

74.49K

Jun 30, 26

0.07%

FreeGulliver LLC

72.66K

Jun 30, 26

+72.66K

0.06%

TT Capital Management LLC

71.85K

Jun 30, 26

+3.30K

0.06%

Virtus Investment Advisers, Inc.

67.75K

Jun 30, 26

-20.99K

0.06%

PFG Investments, LLC

67.41K

Jun 30, 26

-5.45K

0.06%

GUGGENHEIM CAPITAL LLC

65.33K

Jun 30, 26

+6.08K

0.06%

BLAIR WILLIAM & CO/IL

64.28K

Jun 30, 26

+64.28K

0.06%

All Terrain Financial Advisors, LLC

63.49K

Jun 30, 26

+63.49K

0.06%

Texas Yale Capital Corp.

63.21K

Jun 30, 26

+19.45K

0.06%

BROWN ADVISORY INC

63.20K

Jun 30, 26

+25.00K

0.06%

Argentarii, LLC

63.00K

Jun 30, 26

0.06%

BI Asset Management Fondsmaeglerselskab A/S

62.73K

Jun 30, 26

-302.01K

0.06%

CIDEL ASSET MANAGEMENT INC

60.20K

Jun 30, 26

+60.20K

0.05%

Toroso Investments, LLC

58.69K

Jun 30, 26

+3.05K

0.05%

Arkadios Wealth Advisors

47.72K

Jun 30, 26

-6.50K

0.04%

DELPHI FINANCIAL GROUP, INC.

47.18K

Jun 30, 26

0.04%

Garner Asset Management Corp

45.05K

Jun 30, 26

-13.71K

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

44.29K

Jun 30, 26

-36

0.04%

Founders Financial Alliance, LLC

43.46K

Jun 30, 26

-1.42K

0.04%

DRW Securities, LLC

41.63K

Jun 30, 26

-15.26K

0.04%

Autumn Glory Partners, LLC

40.94K

Jun 30, 26

0.04%

Cohen Capital Management, Inc.

38.69K

Jun 30, 26

0.03%

Kendall Capital Management

38.67K

Jun 30, 26

+22.57K

0.03%

Black Maple Capital Management LP

37.50K

Jun 30, 26

+12.50K

0.03%

Wealth Alliance

36.04K

Jun 30, 26

0.03%

Tyche Wealth Partners LLC

34.10K

Jun 30, 26

+6.80K

0.03%

Investment Partners Asset Management, Inc.

33.72K

Jun 30, 26

+1.50K

0.03%

Crestwood Advisors Group LLC

32.98K

Jun 30, 26

+32.98K

0.03%

Parallel Advisors, LLC

32.96K

Jun 30, 26

+2.03K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

32.38K

Jun 30, 26

+32.38K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

31.07K

Jun 30, 26

-25.09K

0.03%

Caption Management, LLC

31.07K

Jun 30, 26

-43.49K

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

30.63K

Jun 30, 26

-16.49K

0.03%

Private Advisor Group, LLC

29.78K

Jun 30, 26

-658

0.03%

Generali Investments CEE, investicni spolecnost, a.s.

26.81K

Jun 30, 26

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

26.22K

Jun 30, 26

0.02%

TWO SIGMA SECURITIES, LLC

25.86K

Jun 30, 26

+12.41K

0.02%

XML Financial, LLC

24.60K

Jun 30, 26

+24.60K

0.02%

Prosperity Consulting Group, LLC

24.32K

Jun 30, 26

0.02%

Brevan Howard Capital Management LP

23.00K

Jun 30, 26

-41.01K

0.02%

Wellington Shields & Co., LLC

21.65K

Jun 30, 26

0.02%

FIRST MANHATTAN CO. LLC.

21.40K

Jun 30, 26

0.02%

Rockefeller Capital Management L.P.

20.91K

Jun 30, 26

-4.78K

0.02%

Wealth Architects, LLC

20.61K

Jun 30, 26

0.02%

Foundations Investment Advisors, LLC

20.53K

Jun 30, 26

+20.53K

0.02%

ProShare Advisors LLC

20.49K

Jun 30, 26

-1.33K

0.02%

COLUMBIA ADVISORY PARTNERS LLC

19.74K

Jun 30, 26

+1.86K

0.02%

Hexagon Capital Partners LLC

19.64K

Jun 30, 26

+11

0.02%

Apollon Wealth Management, LLC

19.30K

Jun 30, 26

-2.77K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

18.69K

Jun 30, 26

+2.55K

0.02%

Nicholas Hoffman & Company, LLC.

18.57K

Jun 30, 26

+36

0.02%

Stirlingshire Investments, Inc.

18.05K

Jun 30, 26

-7.95K

0.02%

NewEdge Wealth, LLC

17.80K

Jun 30, 26

-23.50K

0.02%

Osbon Capital Management LLC

17.27K

Jun 30, 26

-1

0.02%

Sovran Advisors, LLC

17.11K

Jun 30, 26

+2.87K

0.02%

Cornerstone Select Advisors, LLC

17.05K

Jun 30, 26

+17.05K

0.02%

Atom Investors LP

15.98K

Jun 30, 26

+15.98K

0.01%

PARK AVENUE SECURITIES LLC

15.96K

Jun 30, 26

+15.96K

0.01%

Cerity Partners LLC

15.47K

Jun 30, 26

+3.89K

0.01%

MAI Capital Management

15.42K

Jun 30, 26

+256

0.01%

AQR CAPITAL MANAGEMENT LLC

15.13K

Jun 30, 26

+15.13K

0.01%

Westmount Partners, LLC

14.79K

Jun 30, 26

-220

0.01%

Samalin Investment Counsel, LLC

14.62K

Jun 30, 26

-2.17K

0.01%

DOLIVER ADVISORS, LP

14.31K

Jun 30, 26

-650

0.01%

IHT Wealth Management, LLC

14.13K

Jun 30, 26

-2.87K

0.01%

Strategic Financial Concepts, LLC

13.90K

Jun 30, 26

+13.90K

0.01%

MML INVESTORS SERVICES, LLC

13.72K

Jun 30, 26

-2.19K

0.01%

TRUIST FINANCIAL CORP

12.94K

Jun 30, 26

-1.65K

0.01%

Accel Wealth Management

12.00K

Jun 30, 26

0.01%

SeaCrest Wealth Management, LLC

11.90K

Jun 30, 26

-3.33K

0.01%

Sowell Financial Services LLC

11.78K

Jun 30, 26

-9.93K

0.01%

Stablepoint Partners, LLC

11.71K

Jun 30, 26

+11.71K

0.01%

DAVENPORT & Co LLC

11.09K

Jun 30, 26

0.01%

Mallini Complete Financial Planning LLC

10.93K

Jun 30, 26

+148

0.01%

STEPHENS INC /AR/

10.74K

Jun 30, 26

+10.74K

0.01%

Principal Street Partners, LLC

10.73K

Jun 30, 26

0.01%

CASCADE INVESTMENT GROUP, INC.

10.68K

Jun 30, 26

-1.25K

0.01%

BNP PARIBAS ARBITRAGE, SNC

10.32K

Jun 30, 26

-9.70K

0.01%

Sound Income Strategies, LLC

10.26K

Jun 30, 26

-2

0.01%

Visionary Wealth Advisors

10.22K

Jun 30, 26

+10.22K

0.01%

CFO4Life Group, LLC

10.14K

Jun 30, 26

+10.14K

0.01%

Cambridge Investment Research Advisors, Inc.

10.07K

Jun 30, 26

+10.07K

0.01%

Crewe Advisors LLC

9.94K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

9.79K

Jun 30, 26

+9.79K

0.01%

Integrated Wealth Concepts LLC

9.36K

Jun 30, 26

+9.36K

0.01%

JPMORGAN CHASE & CO

9.30K

Jun 30, 26

+2.23K

0.01%

LSV ASSET MANAGEMENT

7.10K

Jun 30, 26

0.01%

ROTHSCHILD INVESTMENT LLC

7.00K

Jun 30, 26

0.01%

Axiom Investment Management LLC

6.00K

Jun 30, 26

+6.00K

0.01%

Strategic Wealth Partners, Ltd.

5.22K

Jun 30, 26

0.00%

State of Alaska, Department of Revenue

5.10K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

4.47K

Jun 30, 26

-758

0.00%

Allworth Financial LP

4.26K

Jun 30, 26

-24

0.00%

CHILTON CAPITAL MANAGEMENT LLC

4.00K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.95K

Jun 30, 26

0.00%

Union Bancaire Privee, UBP SA

3.71K

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

3.15K

Jun 30, 26

0.00%

JONES ROAD CAPITAL MANAGEMENT, L.P.

3.00K

Jun 30, 26

+3.00K

0.00%

Quantbot Technologies LP

2.81K

Jun 30, 26

+2.81K

0.00%

VISION FINANCIAL MARKETS LLC

2.25K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

2.04K

Jun 30, 26

+60

0.00%

Rialto Wealth Management, LLC

1.87K

Jun 30, 26

0.00%

Altshuler Shaham Ltd

1.80K

Jun 30, 26

+1.70K

0.00%

FIFTH THIRD BANCORP

1.76K

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

1.53K

Jun 30, 26

-589

0.00%

North Star Investment Management Corp.

1.10K

Jun 30, 26

+50

0.00%

Farther Finance Advisors, LLC

1.07K

Jun 30, 26

-7.25K

0.00%

Federation des caisses Desjardins du Quebec

1.02K

Jun 30, 26

0.00%

Continuum Advisory, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

Triumph Capital Management

795

Jun 30, 26

0.00%

Clearstead Advisors, LLC

750

Jun 30, 26

+750

0.00%

Financial Network Wealth Advisors LLC

555

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

500

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

446

Jun 30, 26

+446

0.00%

Blume Capital Management, Inc.

350

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

350

Jun 30, 26

-894

0.00%

PRIVATE TRUST CO NA

321

Jun 30, 26

0.00%

CITIGROUP INC

304

Jun 30, 26

0.00%

IFP Advisors, Inc

300

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

250

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

218

Jun 30, 26

-111

0.00%

JFS WEALTH ADVISORS, LLC

141

Jun 30, 26

+141

0.00%

TD Waterhouse Canada Inc.

102

Jun 30, 26

0.00%

Byrne Asset Management LLC

100

Jun 30, 26

0.00%

Rossby Financial, LCC

100

Jun 30, 26

0.00%

Caitong International Asset Management Co., Ltd

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

Jun 30, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

-66

0.00%

Prospera Financial Services Inc

Jun 30, 26

-19.17K

Entropy Technologies, LP

Jun 30, 26

-31.46K

SAGE RHINO CAPITAL LLC

Jun 30, 26

-43.48K

Key FInancial Inc

Jun 30, 26

-2.47K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-52.62K

Verition Fund Management LLC

Jun 30, 26

-14.46K

Maia Wealth LLC

Jun 30, 26

-95.50K

ExodusPoint Capital Management, LP

Jun 30, 26

-45.51K

WILEY BROS.-AINTREE CAPITAL, LLC

Jun 30, 26

-10.60K

SG Americas Securities, LLC

Jun 30, 26

-10.91K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-12.85K

Burk Holdings LLC

Jun 30, 26

-1.93K

BRYN MAWR TRUST Co

Jun 30, 26

-10.00K

FIRST NATIONAL TRUST CO

Jun 30, 26

-311.20K

Bridgewealth Advisory Group, LLC

Jun 30, 26

-20.48K

Optiver Holding B.V.

Jun 30, 26

-2.03K

WealthCollab, LLC

Jun 30, 26

-1.27K

KRAEMATON INVESTMENT ADVISORS, INC

Jun 30, 26

-17.33K

KAVAR CAPITAL PARTNERS GROUP, LLC

Jun 30, 26

-13.45K

Schonfeld Strategic Advisors LLC

Jun 30, 26

-10.03K

Advisory Services Network, LLC

Jun 30, 26

-3.94K

Trexquant Investment LP

Jun 30, 26

-182.90K

Belpointe Asset Management LLC

Jun 30, 26

-23.25K

WINTON GROUP Ltd

Jun 30, 26

-19.10K

Aquatic Capital Management LLC

Jun 30, 26

-12.79K

JANE STREET GROUP, LLC

Jun 30, 26

-108.81K

NOMURA ASSET MANAGEMENT CO LTD

Jun 30, 26

-640

GROUP ONE TRADING, L.P.

Jun 30, 26

-410

BANK OF AMERICA CORP /DE/

997.57K

Mar 31, 26

+11.91K

0.89%

THRIVENT FINANCIAL FOR LUTHERANS

138.65K

Mar 31, 26

+35.72K

0.12%

U.S. Capital Wealth Advisors, LLC

53.98K

Mar 31, 26

+23.67K

0.05%

Almitas Capital LLC

50.00K

Mar 31, 26

0.04%

Equitable Holdings, Inc.

27.10K

Mar 31, 26

-4.31K

0.02%

Black Maple Capital Management LP

25.00K

Mar 31, 26

+15.00K

0.02%

Jefferies Financial Group Inc.

18.27K

Mar 31, 26

+18.27K

0.02%

Schonfeld Strategic Advisors LLC

10.03K

Mar 31, 26

+10.03K

0.01%

AREX Capital Management, LP

8.90K

Mar 31, 26

+8.90K

0.01%

CWM, LLC

5.54K

Mar 31, 26

+58

0.00%

Sunbelt Securities, Inc.

1.00K

Mar 31, 26

0.00%

CENTAURUS FINANCIAL, INC.

Mar 31, 26

-37.01K

Arcus Capital Partners, LLC

Mar 31, 26

-49.42K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-80.82K

COMERICA BANK

5.09K

Dec 31, 25

-4.36K

0.00%

CIBC Private Wealth Group, LLC

5.00K

Dec 31, 25

-8.57K

0.00%

ORG Partners LLC

3.57K

Dec 31, 25

+3.57K

0.00%

Ascent Capital Management, LLC

32.33K

Sep 30, 25

+614

0.03%

MAS Advisors LLC

32.29K

Sep 30, 25

+6.01K

0.03%

AXA Investment Managers S.A.

10.79K

Sep 30, 25

+10.79K

0.01%

WFA Asset Management Corp

2.36K

Sep 30, 25

+2.36K

0.00%

Capital Market Strategies LLC

114.00K

Jun 30, 25

-34.90K

0.10%

OLYMPUS WEALTH MANAGEMENT, LLC

62.33K

Jun 30, 25

0.06%

Atria Wealth Solutions, Inc.

22.05K

Jun 30, 25

+1.02K

0.02%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.50K

Jun 30, 25

+1.50K

0.00%

BluePointe Capital Management, LLC

32.21K

Mar 31, 25

+3.90K

0.03%

Zions Bancorporation, N.A.

Dec 31, 24

-8.50K

Raymond James Financial Services Advisors, Inc.

1.06M

Sep 30, 24

+50.99K

0.94%

RAYMOND JAMES & ASSOCIATES

598.42K

Sep 30, 24

-46.71K

0.53%

RAYMOND JAMES TRUST N.A.

32.14K

Sep 30, 24

+3.46K

0.03%

Carmichael Hill & Associates, Inc.

2.02K

Sep 30, 24

+350

0.00%

Greenwich Investment Management, Inc.

364.81K

Jun 30, 24

-3.95K

0.32%

BlackRock Inc.

362.29K

Jun 30, 24

+7.46K

0.32%

MCKINLEY CAPITAL MANAGEMENT LLC

189.87K

Jun 30, 24

+687

0.17%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.20K

Jun 30, 24

0.00%

Cetera Advisors LLC

136.01K

Mar 31, 24

+120.25K

0.12%

Cetera Advisor Networks LLC

87.66K

Mar 31, 24

+13.78K

0.08%

Highlander Capital Management, LLC

7.00K

Mar 31, 24

0.01%

Rainsberger Wealth Advisors, Inc.

28.70K

Dec 31, 23

-683

0.03%

Day & Ennis, LLC

17.75K

Dec 31, 23

0.02%

Baystate Wealth Management LLC

1.50K

Dec 31, 23

+1.50K

0.00%

Claybrook Capital, LLC

47.20K

Sep 30, 23

0.04%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

25.84K

Sep 30, 23

+1.68K

0.02%

COLONY GROUP LLC

24.04K

Sep 30, 23

-725

0.02%

ROTHSCHILD INVESTMENT CORP /IL

11.50K

Sep 30, 23

+407

0.01%

Intercontinental Wealth Advisors, LLC

57.65K

Jun 30, 23

0.05%

Kula Investments, LLC

39.07K

Mar 31, 23

+39.07K

0.03%

Ahrens Investment Partners LLC

1.50K

Mar 31, 23

+1.50K

0.00%

CFO4Life, L.P.

11.45K

Dec 31, 22

+11.45K

0.01%

Foresight Wealth Management, LLC

Dec 31, 22

-11.86K

Gyon Technologies Capital Management, LP

Dec 31, 22

-22.42K

ROOSEVELT INVESTMENT GROUP LLC

35.14K

Sep 30, 22

-490

0.03%

Covington Capital Management

15.88K

Sep 30, 22

0.01%

BRR OpCo, LLC

11.78K

Sep 30, 22

0.01%

American Portfolios Advisors

9.63K

Sep 30, 22

+1.79K

0.01%

FourThought Financial, LLC

1.00K

Sep 30, 22

0.00%

Strategic Asset Management, LLC

800

Sep 30, 22

0.00%

SP Asset Management

Sep 30, 22

-13.05K

Farmer Steven Patrick

201.01K

Jun 30, 22

+201.01K

0.18%

Frontier Wealth Management LLC

102.92K

Jun 30, 22

0.09%

Pinnacle Private Wealth, LLC

32.63K

Jun 30, 22

+10.89K

0.03%

Azimuth Capital Management LLC

258.91K

Mar 31, 22

+16.48K

0.23%

Nauset Wealth Management. LLC

5.23K

Mar 31, 22

+5.23K

0.00%

Homrich & Berg

151.40K

Sep 30, 21

-3.99K

0.13%

Cascadia Advisory Services, LLC

22.10K

Sep 30, 21

+6.78K

0.02%

ROWLAND CARMICHAEL ADVISORS INC /ADV

21.27K

Dec 31, 20

+21.27K

0.02%

Kavar Capital Partners, LLC

27.60K

Sep 30, 20

+27.60K

0.02%

Lucia Wealth Services, LLC

6.00K

Sep 30, 20

0.01%

Leap Investments LP

Jun 30, 20

-15.00K

JOYN Advisors, Inc.

12.91K

Mar 31, 20

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

18.29K

Dec 31, 19

+2.66K

0.02%

Advisor Group, Inc.

4.56K

Dec 31, 19

+929

0.00%

HARVEST CAPITAL MANAGEMENT INC

149.86K

Jun 30, 19

-2.10K

0.13%

Global X Management CO LLC

12.17K

Jun 30, 18

+639

0.01%

Acrospire Investment Management LLC

Sep 30, 17

-27

WFG Advisors, LP

1.23K

Jun 30, 17

+282

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-14.80K

BlackRock Group LTD

248.28K

Dec 31, 16

+70.55K

0.22%

MSI Financial Services Inc

1.15K

Dec 31, 16

+240

0.00%

MANAGED ACCOUNT ADVISORS LLC

43.83K

Jun 30, 15

+43.83K

0.04%