Goldman Sachs BDC, Inc.(GSBD)

$9.47▲0.20 (2.16%)

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Goldman Sachs BDC, Inc.(GSBD)

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$9.47▲0.20 (2.16%)

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GSBD(GSBD)

GSBD

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Institutional Ownership

Top 296 Institutional Holders

Holder	Shares	Date	Change	% Held
GOLDMAN SACHS GROUP INC	6.54M	Mar 31, 26	+15.00K	5.81%
PRIVATE MANAGEMENT GROUP INC	5.00M	Mar 31, 26	+5.00M	4.44%
MORGAN STANLEY	3.63M	Mar 31, 26	+1.67M	3.22%
Generali Asset Management SPA SGR	3.29M	Mar 31, 26	--	2.93%
UBS Group AG	2.53M	Mar 31, 26	+920.72K	2.25%
ARES MANAGEMENT LLC	2.17M	Mar 31, 26	+758.12K	1.93%
VAN ECK ASSOCIATES CORP	2.07M	Mar 31, 26	-604.55K	1.84%
Invesco Ltd.	1.65M	Mar 31, 26	+156.14K	1.46%
BANK OF AMERICA CORP /DE/	997.57K	Mar 31, 26	+11.91K	0.89%
Legal & General Group Plc	882.70K	Mar 31, 26	+82.49K	0.78%
Muzinich & Co., Inc.	801.53K	Mar 31, 26	+2.04K	0.71%
Sumitomo Mitsui Trust Holdings, Inc.	696.78K	Mar 31, 26	--	0.62%
RAYMOND JAMES FINANCIAL INC	693.81K	Mar 31, 26	+54.41K	0.62%
HighTower Advisors, LLC	520.27K	Mar 31, 26	+430.92K	0.46%
AMERICAN FINANCIAL GROUP INC	506.56K	Mar 31, 26	--	0.45%
BlackRock, Inc.	442.87K	Mar 31, 26	-401.36K	0.39%
TRANSCEND CAPITAL ADVISORS, LLC	393.17K	Mar 31, 26	-6.77K	0.35%
Adams Asset Advisors, LLC	374.61K	Mar 31, 26	+34.36K	0.33%
BI Asset Management Fondsmaeglerselskab A/S	364.75K	Mar 31, 26	+3.02K	0.32%
Russell Investments Group, Ltd.	320.66K	Mar 31, 26	+320.66K	0.28%
FIRST NATIONAL TRUST CO	311.20K	Mar 31, 26	--	0.28%
Hennion & Walsh Asset Management, Inc.	309.15K	Mar 31, 26	-46.15K	0.27%
VICTORY CAPITAL MANAGEMENT INC	269.97K	Mar 31, 26	+269.97K	0.24%
GraniteShares Advisors LLC	251.86K	Mar 31, 26	-28.82K	0.22%
ADVISOR GROUP HOLDINGS, INC.	250.22K	Mar 31, 26	-345.26K	0.22%
ROYAL BANK OF CANADA	239.30K	Mar 31, 26	-5.30K	0.21%
WELLS FARGO & COMPANY/MN	237.34K	Mar 31, 26	-25.03K	0.21%
LPL Financial LLC	216.19K	Mar 31, 26	-3.53K	0.19%
Lido Advisors, LLC	204.08K	Mar 31, 26	-124.42K	0.18%
Significant Wealth Partners LLC	194.09K	Mar 31, 26	+194.09K	0.17%
Naviter Wealth, LLC	183.44K	Mar 31, 26	+53.74K	0.16%
Trexquant Investment LP	182.90K	Mar 31, 26	+63.80K	0.16%
AMERIPRISE FINANCIAL INC	162.63K	Mar 31, 26	-1.01K	0.14%
Quadrant Private Wealth Management, LLC	160.48K	Mar 31, 26	+17.42K	0.14%
Stiles Financial Services Inc	150.73K	Mar 31, 26	-2.24K	0.13%
Creative Planning	147.22K	Mar 31, 26	-58.86K	0.13%
LOOMIS SAYLES & CO L P	140.00K	Mar 31, 26	--	0.12%
STATE STREET CORP	139.30K	Mar 31, 26	-3.82K	0.12%
THRIVENT FINANCIAL FOR LUTHERANS	138.65K	Mar 31, 26	+35.72K	0.12%
GREAT WEST LIFE ASSURANCE CO /CAN/	124.43K	Mar 31, 26	-23.25K	0.11%
SAXON INTERESTS, INC.	122.91K	Mar 31, 26	+1.03K	0.11%
J.W. COLE ADVISORS, INC.	120.87K	Mar 31, 26	+1.62K	0.11%
Ethos Financial Group, LLC	114.79K	Mar 31, 26	+21.79K	0.10%
CI Private Wealth, LLC	111.92K	Mar 31, 26	-197	0.10%
DENALI ADVISORS LLC	111.68K	Mar 31, 26	-67	0.10%
JANE STREET GROUP, LLC	108.81K	Mar 31, 26	-385.85K	0.10%
Stratos Wealth Partners, LTD.	103.46K	Mar 31, 26	-1.64K	0.09%
United Advisor Group, LLC	101.05K	Mar 31, 26	-4.27K	0.09%
Maia Wealth LLC	95.50K	Mar 31, 26	-13.96K	0.08%
Garde Capital, Inc.	93.66K	Mar 31, 26	-7.87K	0.08%
NORDEN GROUP LLC	92.19K	Mar 31, 26	-7.70K	0.08%
Virtus Investment Advisers, Inc.	88.74K	Mar 31, 26	-11.15K	0.08%
Meridian Wealth Management, LLC	88.22K	Mar 31, 26	-41.60K	0.08%
Cetera Investment Advisers	85.42K	Mar 31, 26	+10.11K	0.08%
GREEN SQUARE CAPITAL ADVISORS LLC	84.57K	Mar 31, 26	+33.61K	0.08%
NORTHERN TRUST CORP	74.74K	Mar 31, 26	-52.50K	0.07%
Caption Management, LLC	74.55K	Mar 31, 26	+14.91K	0.07%
Icon Wealth Advisors, LLC	74.49K	Mar 31, 26	+5.24K	0.07%
PFG Investments, LLC	72.86K	Mar 31, 26	+2.32K	0.06%
SHIKIAR ASSET MANAGEMENT INC	68.95K	Mar 31, 26	-151.90K	0.06%
TT Capital Management LLC	68.55K	Mar 31, 26	+28.50K	0.06%
Brevan Howard Capital Management LP	64.01K	Mar 31, 26	-6.16K	0.06%
Argentarii, LLC	63.00K	Mar 31, 26	--	0.06%
HB Wealth Management, LLC	60.02K	Mar 31, 26	-9.17K	0.05%
GUGGENHEIM CAPITAL LLC	59.25K	Mar 31, 26	+10.24K	0.05%
Garner Asset Management Corp	58.76K	Mar 31, 26	-24.48K	0.05%
DRW Securities, LLC	56.89K	Mar 31, 26	+56.89K	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	56.16K	Mar 31, 26	-13.53K	0.05%
Toroso Investments, LLC	55.64K	Mar 31, 26	+27.78K	0.05%
Arkadios Wealth Advisors	54.22K	Mar 31, 26	+2.05K	0.05%
U.S. Capital Wealth Advisors, LLC	53.98K	Mar 31, 26	+23.67K	0.05%
Y-Intercept (Hong Kong) Ltd	52.62K	Mar 31, 26	-106.11K	0.05%
Almitas Capital LLC	50.00K	Mar 31, 26	--	0.04%
DELPHI FINANCIAL GROUP, INC.	47.18K	Mar 31, 26	+47.18K	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	47.12K	Mar 31, 26	-1.94K	0.04%
ExodusPoint Capital Management, LP	45.51K	Mar 31, 26	+45.51K	0.04%
Founders Financial Alliance, LLC	44.87K	Mar 31, 26	-1.77K	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	44.32K	Mar 31, 26	-1.42K	0.04%
Texas Yale Capital Corp.	43.76K	Mar 31, 26	+10.53K	0.04%
SAGE RHINO CAPITAL LLC	43.48K	Mar 31, 26	-366.40K	0.04%
NewEdge Wealth, LLC	41.30K	Mar 31, 26	+41.30K	0.04%
Autumn Glory Partners, LLC	40.94K	Mar 31, 26	-21.00K	0.04%
Cohen Capital Management, Inc.	38.69K	Mar 31, 26	-108	0.03%
BROWN ADVISORY INC	38.20K	Mar 31, 26	+38.20K	0.03%
Wealth Alliance	36.04K	Mar 31, 26	--	0.03%
Investment Partners Asset Management, Inc.	32.22K	Mar 31, 26	+1.73K	0.03%
Entropy Technologies, LP	31.46K	Mar 31, 26	+10.46K	0.03%
Parallel Advisors, LLC	30.93K	Mar 31, 26	--	0.03%
Private Advisor Group, LLC	30.43K	Mar 31, 26	-6.60K	0.03%
Tyche Wealth Partners LLC	27.30K	Mar 31, 26	+13.14K	0.02%
Equitable Holdings, Inc.	27.10K	Mar 31, 26	-4.31K	0.02%
Generali Investments CEE, investicni spolecnost, a.s.	26.81K	Mar 31, 26	--	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	26.22K	Mar 31, 26	-1.00K	0.02%
Stirlingshire Investments, Inc.	25.99K	Mar 31, 26	-8.08K	0.02%
Rockefeller Capital Management L.P.	25.69K	Mar 31, 26	-59.98K	0.02%
Black Maple Capital Management LP	25.00K	Mar 31, 26	+15.00K	0.02%
Prosperity Consulting Group, LLC	24.32K	Mar 31, 26	-19.68K	0.02%
Belpointe Asset Management LLC	23.25K	Mar 31, 26	+23.25K	0.02%
Apollon Wealth Management, LLC	22.07K	Mar 31, 26	-2.79K	0.02%
ProShare Advisors LLC	21.82K	Mar 31, 26	-257	0.02%
Sowell Financial Services LLC	21.70K	Mar 31, 26	-1.08K	0.02%
Wellington Shields & Co., LLC	21.65K	Mar 31, 26	--	0.02%
FIRST MANHATTAN CO. LLC.	21.40K	Mar 31, 26	+21.40K	0.02%
Wealth Architects, LLC	20.61K	Mar 31, 26	--	0.02%
Bridgewealth Advisory Group, LLC	20.48K	Mar 31, 26	--	0.02%
BNP PARIBAS ARBITRAGE, SNC	20.02K	Mar 31, 26	-106.20K	0.02%
Hexagon Capital Partners LLC	19.63K	Mar 31, 26	-772	0.02%
Prospera Financial Services Inc	19.17K	Mar 31, 26	+19.17K	0.02%
WINTON GROUP Ltd	19.10K	Mar 31, 26	+500	0.02%
Nicholas Hoffman & Company, LLC.	18.54K	Mar 31, 26	+35	0.02%
Jefferies Financial Group Inc.	18.27K	Mar 31, 26	+18.27K	0.02%
COLUMBIA ADVISORY PARTNERS LLC	17.88K	Mar 31, 26	-7.07K	0.02%
KRAEMATON INVESTMENT ADVISORS, INC	17.33K	Mar 31, 26	-9.65K	0.02%
Osbon Capital Management LLC	17.27K	Mar 31, 26	--	0.02%
Janney Montgomery Scott LLC	17.00K	Mar 31, 26	+2.54K	0.02%
IHT Wealth Management, LLC	17.00K	Mar 31, 26	-1.24K	0.02%
Samalin Investment Counsel, LLC	16.79K	Mar 31, 26	+607	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	16.14K	Mar 31, 26	-6.50K	0.01%
Kendall Capital Management	16.11K	Mar 31, 26	--	0.01%
MML INVESTORS SERVICES, LLC	15.91K	Mar 31, 26	-288	0.01%
SeaCrest Wealth Management, LLC	15.23K	Mar 31, 26	-9.22K	0.01%
MAI Capital Management	15.16K	Mar 31, 26	+4.01K	0.01%
Westmount Partners, LLC	15.01K	Mar 31, 26	+220	0.01%
DOLIVER ADVISORS, LP	14.96K	Mar 31, 26	-445	0.01%
TRUIST FINANCIAL CORP	14.59K	Mar 31, 26	+14.59K	0.01%
Verition Fund Management LLC	14.46K	Mar 31, 26	+14.46K	0.01%
Sovran Advisors, LLC	14.24K	Mar 31, 26	+1.79K	0.01%
TWO SIGMA SECURITIES, LLC	13.45K	Mar 31, 26	-253	0.01%
KAVAR CAPITAL PARTNERS GROUP, LLC	13.45K	Mar 31, 26	+13.45K	0.01%
Patriot Financial Group Insurance Agency, LLC	12.85K	Mar 31, 26	+12.85K	0.01%
Aquatic Capital Management LLC	12.79K	Mar 31, 26	-13.97K	0.01%
Accel Wealth Management	12.00K	Mar 31, 26	--	0.01%
CASCADE INVESTMENT GROUP, INC.	11.93K	Mar 31, 26	+11.93K	0.01%
Cerity Partners LLC	11.58K	Mar 31, 26	+11.58K	0.01%
DAVENPORT & Co LLC	11.09K	Mar 31, 26	+11.09K	0.01%
SG Americas Securities, LLC	10.91K	Mar 31, 26	-4.73K	0.01%
Mallini Complete Financial Planning LLC	10.78K	Mar 31, 26	+10.78K	0.01%
Principal Street Partners, LLC	10.73K	Mar 31, 26	-1.46K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	10.60K	Mar 31, 26	-20.36K	0.01%
Sound Income Strategies, LLC	10.27K	Mar 31, 26	--	0.01%
Schonfeld Strategic Advisors LLC	10.03K	Mar 31, 26	+10.03K	0.01%
SRS Capital Advisors, Inc.	10.00K	Mar 31, 26	-42.13K	0.01%
BRYN MAWR TRUST Co	10.00K	Mar 31, 26	+10.00K	0.01%
Crewe Advisors LLC	9.94K	Mar 31, 26	+9.94K	0.01%
AREX Capital Management, LP	8.90K	Mar 31, 26	+8.90K	0.01%
Farther Finance Advisors, LLC	8.31K	Mar 31, 26	--	0.01%
LSV ASSET MANAGEMENT	7.10K	Mar 31, 26	--	0.01%
JPMORGAN CHASE & CO	7.07K	Mar 31, 26	-333.13K	0.01%
ROTHSCHILD INVESTMENT LLC	7.00K	Mar 31, 26	--	0.01%
CWM, LLC	5.54K	Mar 31, 26	+58	0.00%
Tower Research Capital LLC (TRC)	5.23K	Mar 31, 26	+5.17K	0.00%
Strategic Wealth Partners, Ltd.	5.22K	Mar 31, 26	-1.67K	0.00%
State of Alaska, Department of Revenue	5.10K	Mar 31, 26	--	0.00%
Allworth Financial LP	4.28K	Mar 31, 26	+24	0.00%
CHILTON CAPITAL MANAGEMENT LLC	4.00K	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.95K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	3.94K	Mar 31, 26	+3.94K	0.00%
Union Bancaire Privee, UBP SA	3.71K	Mar 31, 26	-12.30K	0.00%
Nova Wealth Management, Inc.	3.15K	Mar 31, 26	--	0.00%
Key FInancial Inc	2.47K	Mar 31, 26	-1.61K	0.00%
VISION FINANCIAL MARKETS LLC	2.25K	Mar 31, 26	--	0.00%
Private Wealth Management Group, LLC	2.12K	Mar 31, 26	+69	0.00%
Optiver Holding B.V.	2.03K	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	1.98K	Mar 31, 26	+354	0.00%
Burk Holdings LLC	1.93K	Mar 31, 26	+1.93K	0.00%
Rialto Wealth Management, LLC	1.87K	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	1.76K	Mar 31, 26	+1.76K	0.00%
WealthCollab, LLC	1.27K	Mar 31, 26	+1.27K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.24K	Mar 31, 26	+1.22K	0.00%
North Star Investment Management Corp.	1.05K	Mar 31, 26	+1.05K	0.00%
Federation des caisses Desjardins du Quebec	1.02K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	1.00K	Mar 31, 26	--	0.00%
Triumph Capital Management	795	Mar 31, 26	--	0.00%
NOMURA ASSET MANAGEMENT CO LTD	640	Mar 31, 26	-641	0.00%
Financial Network Wealth Advisors LLC	555	Mar 31, 26	--	0.00%
Quaker Wealth Management, LLC	500	Mar 31, 26	--	0.00%
GROUP ONE TRADING, L.P.	410	Mar 31, 26	-562	0.00%
Blume Capital Management, Inc.	350	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	329	Mar 31, 26	-47.10K	0.00%
PRIVATE TRUST CO NA	321	Mar 31, 26	--	0.00%
CITIGROUP INC	304	Mar 31, 26	-92	0.00%
IFP Advisors, Inc	300	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	250	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	102	Mar 31, 26	--	0.00%
Byrne Asset Management LLC	100	Mar 31, 26	--	0.00%
Altshuler Shaham Ltd	100	Mar 31, 26	-1.70K	0.00%
Rossby Financial, LCC	100	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	67	Mar 31, 26	--	0.00%
Caitong International Asset Management Co., Ltd	45	Mar 31, 26	+45	0.00%
VSM Wealth Advisory, LLC	18	Mar 31, 26	+18	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	4	Mar 31, 26	+4	0.00%
One William Street Capital Management, L.P.	--	Mar 31, 26	-80.00K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Mar 31, 26	-10.80K	--
MARSHALL WACE, LLP	--	Mar 31, 26	-59.58K	--
REUTER JAMES WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-19.92K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-37.08K	--
OXFORD ASSET MANAGEMENT LLP	--	Mar 31, 26	-61.30K	--
Arcus Capital Partners, LLC	--	Mar 31, 26	-49.42K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-350.12K	--
Engineers Gate Manager LP	--	Mar 31, 26	-14.66K	--
Steward Partners Investment Advisory, LLC	--	Mar 31, 26	-2.54K	--
Quadrature Capital Ltd	--	Mar 31, 26	-47.16K	--
WEALTHEDGE INVESTMENT ADVISORS, LLC	--	Mar 31, 26	-85.83K	--
HANTZ FINANCIAL SERVICES, INC.	--	Mar 31, 26	-626	--
Bravias Capital Group, LLC	--	Mar 31, 26	-14.16K	--
Sciencast Management LP	--	Mar 31, 26	-13.57K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-322.32K	--
BALDWIN BROTHERS LLC/MA	--	Mar 31, 26	-40.95K	--
ICON ADVISERS INC/CO	--	Mar 31, 26	-336.00K	--
Quantbot Technologies LP	--	Mar 31, 26	-95.13K	--
Magnus Financial Group LLC	--	Mar 31, 26	-14.01K	--
CONFLUENCE INVESTMENT MANAGEMENT LLC	--	Mar 31, 26	-75.82K	--
Cresset Asset Management, LLC	--	Mar 31, 26	-15.60K	--
WHITTIER TRUST CO OF NEVADA INC	--	Mar 31, 26	-493	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-100	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-80.82K	--
Independence Bank of Kentucky	--	Mar 31, 26	-700	--
Glen Eagle Advisors, LLC	--	Mar 31, 26	-2.14K	--
NOMURA HOLDINGS INC	--	Mar 31, 26	-10.63K	--
Modern Wealth Management, LLC	--	Mar 31, 26	-20.61K	--
CENTAURUS FINANCIAL, INC.	--	Mar 31, 26	-37.01K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-14.06K	--
TrueMark Investments, LLC	--	Mar 31, 26	-97.15K	--
Robertson Stephens Wealth Management, LLC	--	Mar 31, 26	-13.67K	--
Pathstone Holdings, LLC	--	Mar 31, 26	-30.00K	--
XTX Topco Ltd	--	Mar 31, 26	-307.89K	--
Colony Group, LLC	--	Mar 31, 26	-25.90K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-6.12K	--
Financial Alternatives, Inc	--	Mar 31, 26	-46.98K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-979	--
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

Mar 31, 26

+15.00K

5.81%

PRIVATE MANAGEMENT GROUP INC

5.00M

Mar 31, 26

+5.00M

4.44%

MORGAN STANLEY

3.63M

Mar 31, 26

+1.67M

3.22%

Generali Asset Management SPA SGR

3.29M

Mar 31, 26

2.93%

UBS Group AG

2.53M

Mar 31, 26

+920.72K

2.25%

ARES MANAGEMENT LLC

2.17M

Mar 31, 26

+758.12K

1.93%

VAN ECK ASSOCIATES CORP

2.07M

Mar 31, 26

-604.55K

1.84%

Invesco Ltd.

1.65M

Mar 31, 26

+156.14K

1.46%

BANK OF AMERICA CORP /DE/

997.57K

Mar 31, 26

+11.91K

0.89%

Legal & General Group Plc

882.70K

Mar 31, 26

+82.49K

0.78%

Muzinich & Co., Inc.

801.53K

Mar 31, 26

+2.04K

0.71%

Sumitomo Mitsui Trust Holdings, Inc.

696.78K

Mar 31, 26

0.62%

RAYMOND JAMES FINANCIAL INC

693.81K

Mar 31, 26

+54.41K

0.62%

HighTower Advisors, LLC

520.27K

Mar 31, 26

+430.92K

0.46%

AMERICAN FINANCIAL GROUP INC

506.56K

Mar 31, 26

0.45%

BlackRock, Inc.

442.87K

Mar 31, 26

-401.36K

0.39%

TRANSCEND CAPITAL ADVISORS, LLC

393.17K

Mar 31, 26

-6.77K

0.35%

Adams Asset Advisors, LLC

374.61K

Mar 31, 26

+34.36K

0.33%

BI Asset Management Fondsmaeglerselskab A/S

364.75K

Mar 31, 26

+3.02K

0.32%

Russell Investments Group, Ltd.

320.66K

Mar 31, 26

+320.66K

0.28%

FIRST NATIONAL TRUST CO

311.20K

Mar 31, 26

0.28%

Hennion & Walsh Asset Management, Inc.

309.15K

Mar 31, 26

-46.15K

0.27%

VICTORY CAPITAL MANAGEMENT INC

269.97K

Mar 31, 26

+269.97K

0.24%

GraniteShares Advisors LLC

251.86K

Mar 31, 26

-28.82K

0.22%

ADVISOR GROUP HOLDINGS, INC.

250.22K

Mar 31, 26

-345.26K

0.22%

ROYAL BANK OF CANADA

239.30K

Mar 31, 26

-5.30K

0.21%

WELLS FARGO & COMPANY/MN

237.34K

Mar 31, 26

-25.03K

0.21%

LPL Financial LLC

216.19K

Mar 31, 26

-3.53K

0.19%

Lido Advisors, LLC

204.08K

Mar 31, 26

-124.42K

0.18%

Significant Wealth Partners LLC

194.09K

Mar 31, 26

+194.09K

0.17%

Naviter Wealth, LLC

183.44K

Mar 31, 26

+53.74K

0.16%

Trexquant Investment LP

182.90K

Mar 31, 26

+63.80K

0.16%

AMERIPRISE FINANCIAL INC

162.63K

Mar 31, 26

-1.01K

0.14%

Quadrant Private Wealth Management, LLC

160.48K

Mar 31, 26

+17.42K

0.14%

Stiles Financial Services Inc

150.73K

Mar 31, 26

-2.24K

0.13%

Creative Planning

147.22K

Mar 31, 26

-58.86K

0.13%

LOOMIS SAYLES & CO L P

140.00K

Mar 31, 26

0.12%

STATE STREET CORP

139.30K

Mar 31, 26

-3.82K

0.12%

THRIVENT FINANCIAL FOR LUTHERANS

138.65K

Mar 31, 26

+35.72K

0.12%

GREAT WEST LIFE ASSURANCE CO /CAN/

124.43K

Mar 31, 26

-23.25K

0.11%

SAXON INTERESTS, INC.

122.91K

Mar 31, 26

+1.03K

0.11%

J.W. COLE ADVISORS, INC.

120.87K

Mar 31, 26

+1.62K

0.11%

Ethos Financial Group, LLC

114.79K

Mar 31, 26

+21.79K

0.10%

CI Private Wealth, LLC

111.92K

Mar 31, 26

-197

0.10%

DENALI ADVISORS LLC

111.68K

Mar 31, 26

-67

0.10%

JANE STREET GROUP, LLC

108.81K

Mar 31, 26

-385.85K

0.10%

Stratos Wealth Partners, LTD.

103.46K

Mar 31, 26

-1.64K

0.09%

United Advisor Group, LLC

101.05K

Mar 31, 26

-4.27K

0.09%

Maia Wealth LLC

95.50K

Mar 31, 26

-13.96K

0.08%

Garde Capital, Inc.

93.66K

Mar 31, 26

-7.87K

0.08%

NORDEN GROUP LLC

92.19K

Mar 31, 26

-7.70K

0.08%

Virtus Investment Advisers, Inc.

88.74K

Mar 31, 26

-11.15K

0.08%

Meridian Wealth Management, LLC

88.22K

Mar 31, 26

-41.60K

0.08%

Cetera Investment Advisers

85.42K

Mar 31, 26

+10.11K

0.08%

GREEN SQUARE CAPITAL ADVISORS LLC

84.57K

Mar 31, 26

+33.61K

0.08%

NORTHERN TRUST CORP

74.74K

Mar 31, 26

-52.50K

0.07%

Caption Management, LLC

74.55K

Mar 31, 26

+14.91K

0.07%

Icon Wealth Advisors, LLC

74.49K

Mar 31, 26

+5.24K

0.07%

PFG Investments, LLC

72.86K

Mar 31, 26

+2.32K

0.06%

SHIKIAR ASSET MANAGEMENT INC

68.95K

Mar 31, 26

-151.90K

0.06%

TT Capital Management LLC

68.55K

Mar 31, 26

+28.50K

0.06%

Brevan Howard Capital Management LP

64.01K

Mar 31, 26

-6.16K

0.06%

Argentarii, LLC

63.00K

Mar 31, 26

0.06%

HB Wealth Management, LLC

60.02K

Mar 31, 26

-9.17K

0.05%

GUGGENHEIM CAPITAL LLC

59.25K

Mar 31, 26

+10.24K

0.05%

Garner Asset Management Corp

58.76K

Mar 31, 26

-24.48K

0.05%

DRW Securities, LLC

56.89K

Mar 31, 26

+56.89K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

56.16K

Mar 31, 26

-13.53K

0.05%

Toroso Investments, LLC

55.64K

Mar 31, 26

+27.78K

0.05%

Arkadios Wealth Advisors

54.22K

Mar 31, 26

+2.05K

0.05%

U.S. Capital Wealth Advisors, LLC

53.98K

Mar 31, 26

+23.67K

0.05%

Y-Intercept (Hong Kong) Ltd

52.62K

Mar 31, 26

-106.11K

0.05%

Almitas Capital LLC

50.00K

Mar 31, 26

0.04%

DELPHI FINANCIAL GROUP, INC.

47.18K

Mar 31, 26

+47.18K

0.04%

COMMONWEALTH EQUITY SERVICES, LLC

47.12K

Mar 31, 26

-1.94K

0.04%

ExodusPoint Capital Management, LP

45.51K

Mar 31, 26

+45.51K

0.04%

Founders Financial Alliance, LLC

44.87K

Mar 31, 26

-1.77K

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

44.32K

Mar 31, 26

-1.42K

0.04%

Texas Yale Capital Corp.

43.76K

Mar 31, 26

+10.53K

0.04%

SAGE RHINO CAPITAL LLC

43.48K

Mar 31, 26

-366.40K

0.04%

NewEdge Wealth, LLC

41.30K

Mar 31, 26

+41.30K

0.04%

Autumn Glory Partners, LLC

40.94K

Mar 31, 26

-21.00K

0.04%

Cohen Capital Management, Inc.

38.69K

Mar 31, 26

-108

0.03%

BROWN ADVISORY INC

38.20K

Mar 31, 26

+38.20K

0.03%

Wealth Alliance

36.04K

Mar 31, 26

0.03%

Investment Partners Asset Management, Inc.

32.22K

Mar 31, 26

+1.73K

0.03%

Entropy Technologies, LP

31.46K

Mar 31, 26

+10.46K

0.03%

Parallel Advisors, LLC

30.93K

Mar 31, 26

0.03%

Private Advisor Group, LLC

30.43K

Mar 31, 26

-6.60K

0.03%

Tyche Wealth Partners LLC

27.30K

Mar 31, 26

+13.14K

0.02%

Equitable Holdings, Inc.

27.10K

Mar 31, 26

-4.31K

0.02%

Generali Investments CEE, investicni spolecnost, a.s.

26.81K

Mar 31, 26

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

26.22K

Mar 31, 26

-1.00K

0.02%

Stirlingshire Investments, Inc.

25.99K

Mar 31, 26

-8.08K

0.02%

Rockefeller Capital Management L.P.

25.69K

Mar 31, 26

-59.98K

0.02%

Black Maple Capital Management LP

25.00K

Mar 31, 26

+15.00K

0.02%

Prosperity Consulting Group, LLC

24.32K

Mar 31, 26

-19.68K

0.02%

Belpointe Asset Management LLC

23.25K

Mar 31, 26

+23.25K

0.02%

Apollon Wealth Management, LLC

22.07K

Mar 31, 26

-2.79K

0.02%

ProShare Advisors LLC

21.82K

Mar 31, 26

-257

0.02%

Sowell Financial Services LLC

21.70K

Mar 31, 26

-1.08K

0.02%

Wellington Shields & Co., LLC

21.65K

Mar 31, 26

0.02%

FIRST MANHATTAN CO. LLC.

21.40K

Mar 31, 26

+21.40K

0.02%

Wealth Architects, LLC

20.61K

Mar 31, 26

0.02%

Bridgewealth Advisory Group, LLC

20.48K

Mar 31, 26

0.02%

BNP PARIBAS ARBITRAGE, SNC

20.02K

Mar 31, 26

-106.20K

0.02%

Hexagon Capital Partners LLC

19.63K

Mar 31, 26

-772

0.02%

Prospera Financial Services Inc

19.17K

Mar 31, 26

+19.17K

0.02%

WINTON GROUP Ltd

19.10K

Mar 31, 26

+500

0.02%

Nicholas Hoffman & Company, LLC.

18.54K

Mar 31, 26

+35

0.02%

Jefferies Financial Group Inc.

18.27K

Mar 31, 26

+18.27K

0.02%

COLUMBIA ADVISORY PARTNERS LLC

17.88K

Mar 31, 26

-7.07K

0.02%

KRAEMATON INVESTMENT ADVISORS, INC

17.33K

Mar 31, 26

-9.65K

0.02%

Osbon Capital Management LLC

17.27K

Mar 31, 26

0.02%

Janney Montgomery Scott LLC

17.00K

Mar 31, 26

+2.54K

0.02%

IHT Wealth Management, LLC

17.00K

Mar 31, 26

-1.24K

0.02%

Samalin Investment Counsel, LLC

16.79K

Mar 31, 26

+607

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

16.14K

Mar 31, 26

-6.50K

0.01%

Kendall Capital Management

16.11K

Mar 31, 26

0.01%

MML INVESTORS SERVICES, LLC

15.91K

Mar 31, 26

-288

0.01%

SeaCrest Wealth Management, LLC

15.23K

Mar 31, 26

-9.22K

0.01%

MAI Capital Management

15.16K

Mar 31, 26

+4.01K

0.01%

Westmount Partners, LLC

15.01K

Mar 31, 26

+220

0.01%

DOLIVER ADVISORS, LP

14.96K

Mar 31, 26

-445

0.01%

TRUIST FINANCIAL CORP

14.59K

Mar 31, 26

+14.59K

0.01%

Verition Fund Management LLC

14.46K

Mar 31, 26

+14.46K

0.01%

Sovran Advisors, LLC

14.24K

Mar 31, 26

+1.79K

0.01%

TWO SIGMA SECURITIES, LLC

13.45K

Mar 31, 26

-253

0.01%

KAVAR CAPITAL PARTNERS GROUP, LLC

13.45K

Mar 31, 26

+13.45K

0.01%

Patriot Financial Group Insurance Agency, LLC

12.85K

Mar 31, 26

+12.85K

0.01%

Aquatic Capital Management LLC

12.79K

Mar 31, 26

-13.97K

0.01%

Accel Wealth Management

12.00K

Mar 31, 26

0.01%

CASCADE INVESTMENT GROUP, INC.

11.93K

Mar 31, 26

+11.93K

0.01%

Cerity Partners LLC

11.58K

Mar 31, 26

+11.58K

0.01%

DAVENPORT & Co LLC

11.09K

Mar 31, 26

+11.09K

0.01%

SG Americas Securities, LLC

10.91K

Mar 31, 26

-4.73K

0.01%

Mallini Complete Financial Planning LLC

10.78K

Mar 31, 26

+10.78K

0.01%

Principal Street Partners, LLC

10.73K

Mar 31, 26

-1.46K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

10.60K

Mar 31, 26

-20.36K

0.01%

Sound Income Strategies, LLC

10.27K

Mar 31, 26

0.01%

Schonfeld Strategic Advisors LLC

10.03K

Mar 31, 26

+10.03K

0.01%

SRS Capital Advisors, Inc.

10.00K

Mar 31, 26

-42.13K

0.01%

BRYN MAWR TRUST Co

10.00K

Mar 31, 26

+10.00K

0.01%

Crewe Advisors LLC

9.94K

Mar 31, 26

+9.94K

0.01%

AREX Capital Management, LP

8.90K

Mar 31, 26

+8.90K

0.01%

Farther Finance Advisors, LLC

8.31K

Mar 31, 26

0.01%

LSV ASSET MANAGEMENT

7.10K

Mar 31, 26

0.01%

JPMORGAN CHASE & CO

7.07K

Mar 31, 26

-333.13K

0.01%

ROTHSCHILD INVESTMENT LLC

7.00K

Mar 31, 26

0.01%

CWM, LLC

5.54K

Mar 31, 26

+58

0.00%

Tower Research Capital LLC (TRC)

5.23K

Mar 31, 26

+5.17K

0.00%

Strategic Wealth Partners, Ltd.

5.22K

Mar 31, 26

-1.67K

0.00%

State of Alaska, Department of Revenue

5.10K

Mar 31, 26

0.00%

Allworth Financial LP

4.28K

Mar 31, 26

+24

0.00%

CHILTON CAPITAL MANAGEMENT LLC

4.00K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.95K

Mar 31, 26

0.00%

Advisory Services Network, LLC

3.94K

Mar 31, 26

+3.94K

0.00%

Union Bancaire Privee, UBP SA

3.71K

Mar 31, 26

-12.30K

0.00%

Nova Wealth Management, Inc.

3.15K

Mar 31, 26

0.00%

Key FInancial Inc

2.47K

Mar 31, 26

-1.61K

0.00%

VISION FINANCIAL MARKETS LLC

2.25K

Mar 31, 26

0.00%

Private Wealth Management Group, LLC

2.12K

Mar 31, 26

+69

0.00%

Optiver Holding B.V.

2.03K

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

1.98K

Mar 31, 26

+354

0.00%

Burk Holdings LLC

1.93K

Mar 31, 26

+1.93K

0.00%

Rialto Wealth Management, LLC

1.87K

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

1.76K

Mar 31, 26

+1.76K

0.00%

WealthCollab, LLC

1.27K

Mar 31, 26

+1.27K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.24K

Mar 31, 26

+1.22K

0.00%

North Star Investment Management Corp.

1.05K

Mar 31, 26

+1.05K

0.00%

Federation des caisses Desjardins du Quebec

1.02K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

1.00K

Mar 31, 26

0.00%

Triumph Capital Management

795

Mar 31, 26

0.00%

NOMURA ASSET MANAGEMENT CO LTD

640

Mar 31, 26

-641

0.00%

Financial Network Wealth Advisors LLC

555

Mar 31, 26

0.00%

Quaker Wealth Management, LLC

500

Mar 31, 26

0.00%

GROUP ONE TRADING, L.P.

410

Mar 31, 26

-562

0.00%

Blume Capital Management, Inc.

350

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

329

Mar 31, 26

-47.10K

0.00%

PRIVATE TRUST CO NA

321

Mar 31, 26

0.00%

CITIGROUP INC

304

Mar 31, 26

-92

0.00%

IFP Advisors, Inc

300

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

250

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

102

Mar 31, 26

0.00%

Byrne Asset Management LLC

100

Mar 31, 26

0.00%

Altshuler Shaham Ltd

100

Mar 31, 26

-1.70K

0.00%

Rossby Financial, LCC

100

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

Caitong International Asset Management Co., Ltd

Mar 31, 26

+45

0.00%

VSM Wealth Advisory, LLC

Mar 31, 26

+18

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

Mar 31, 26

0.00%

One William Street Capital Management, L.P.

Mar 31, 26

-80.00K

BALYASNY ASSET MANAGEMENT L.P.

Mar 31, 26

-10.80K

MARSHALL WACE, LLP

Mar 31, 26

-59.58K

REUTER JAMES WEALTH MANAGEMENT, LLC

Mar 31, 26

-19.92K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-37.08K

OXFORD ASSET MANAGEMENT LLP

Mar 31, 26

-61.30K

Arcus Capital Partners, LLC

Mar 31, 26

-49.42K

CITADEL ADVISORS LLC

Mar 31, 26

-350.12K

Engineers Gate Manager LP

Mar 31, 26

-14.66K

Steward Partners Investment Advisory, LLC

Mar 31, 26

-2.54K

Quadrature Capital Ltd

Mar 31, 26

-47.16K

WEALTHEDGE INVESTMENT ADVISORS, LLC

Mar 31, 26

-85.83K

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-626

Bravias Capital Group, LLC

Mar 31, 26

-14.16K

Sciencast Management LP

Mar 31, 26

-13.57K

Qube Research & Technologies Ltd

Mar 31, 26

-322.32K

BALDWIN BROTHERS LLC/MA

Mar 31, 26

-40.95K

ICON ADVISERS INC/CO

Mar 31, 26

-336.00K

Quantbot Technologies LP

Mar 31, 26

-95.13K

Magnus Financial Group LLC

Mar 31, 26

-14.01K

CONFLUENCE INVESTMENT MANAGEMENT LLC

Mar 31, 26

-75.82K

Cresset Asset Management, LLC

Mar 31, 26

-15.60K

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

-493

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-100

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-80.82K

Independence Bank of Kentucky

Mar 31, 26

-700

Glen Eagle Advisors, LLC

Mar 31, 26

-2.14K

NOMURA HOLDINGS INC

Mar 31, 26

-10.63K

Modern Wealth Management, LLC

Mar 31, 26

-20.61K

CENTAURUS FINANCIAL, INC.

Mar 31, 26

-37.01K

SIMPLEX TRADING, LLC

Mar 31, 26

-14.06K

TrueMark Investments, LLC

Mar 31, 26

-97.15K

Robertson Stephens Wealth Management, LLC

Mar 31, 26

-13.67K

Pathstone Holdings, LLC

Mar 31, 26

-30.00K

XTX Topco Ltd

Mar 31, 26

-307.89K

Colony Group, LLC

Mar 31, 26

-25.90K

Kestra Advisory Services, LLC

Mar 31, 26

-6.12K

Financial Alternatives, Inc

Mar 31, 26

-46.98K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-979

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%