HFRO(HFRO)
HFRO
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Saba Capital Management, L.P. | 5.15M | Mar 31, 26 | +473.22K | 9.29% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 4.13M | Mar 31, 26 | +455.85K | 7.45% |
| RAYMOND JAMES FINANCIAL INC | 3.92M | Mar 31, 26 | +129.04K | 7.08% |
| Thomas J. Herzfeld Advisors, Inc. | 2.72M | Mar 31, 26 | +258.38K | 4.90% |
| MORGAN STANLEY | 2.54M | Mar 31, 26 | -278.54K | 4.59% |
| ENVESTNET ASSET MANAGEMENT INC | 2.15M | Mar 31, 26 | +46.54K | 3.88% |
| Invesco Ltd. | 1.41M | Mar 31, 26 | +41.05K | 2.54% |
| Cambridge Investment Research Advisors, Inc. | 965.88K | Mar 31, 26 | +15.82K | 1.74% |
| Geneos Wealth Management Inc. | 672.80K | Mar 31, 26 | -255.67K | 1.21% |
| ROYAL BANK OF CANADA | 631.21K | Mar 31, 26 | -36.39K | 1.14% |
| LPL Financial LLC | 622.71K | Mar 31, 26 | -13.76K | 1.12% |
| Matisse Capital | 617.00K | Mar 31, 26 | -- | 1.11% |
| OPPENHEIMER & CO INC | 460.22K | Mar 31, 26 | +10.43K | 0.83% |
| Camelot Portfolios, LLC | 317.06K | Mar 31, 26 | -36.54K | 0.57% |
| Altium Capital Management LP | 277.07K | Mar 31, 26 | +134.01K | 0.50% |
| CHOREO, LLC | 217.96K | Mar 31, 26 | -12.67K | 0.39% |
| Marex Group plc | 205.00K | Mar 31, 26 | -80.11K | 0.37% |
| PARK AVENUE SECURITIES LLC | 181.68K | Mar 31, 26 | -2.94K | 0.33% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 181.40K | Mar 31, 26 | -- | 0.33% |
| Arlington Capital Management, Inc. | 154.31K | Mar 31, 26 | +3.10K | 0.28% |
| HARBOUR INVESTMENTS, INC. | 142.24K | Mar 31, 26 | +142.24K | 0.26% |
| IHT Wealth Management, LLC | 140.58K | Mar 31, 26 | -7.07K | 0.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 139.20K | Mar 31, 26 | +12.30K | 0.25% |
| Aristides Capital LLC | 138.10K | Mar 31, 26 | +4.60K | 0.25% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 122.32K | Mar 31, 26 | -- | 0.22% |
| HighTower Advisors, LLC | 114.03K | Mar 31, 26 | -4.64K | 0.21% |
| Baird Financial Group, Inc. | 113.70K | Mar 31, 26 | +17.11K | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 110.54K | Mar 31, 26 | +4.40K | 0.20% |
| AEGON USA Investment Management, LLC | 79.43K | Mar 31, 26 | -8.74K | 0.14% |
| Samalin Investment Counsel, LLC | 77.39K | Mar 31, 26 | -6.67K | 0.14% |
| Calamos Advisors LLC | 74.86K | Mar 31, 26 | +32.08K | 0.14% |
| Creative Planning | 68.55K | Mar 31, 26 | +22.56K | 0.12% |
| Cetera Investment Advisers | 51.12K | Mar 31, 26 | -4.45K | 0.09% |
| Papamarkou Wellner Asset Management inc. | 45.00K | Mar 31, 26 | -- | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.26K | Mar 31, 26 | -40.27K | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 35.83K | Mar 31, 26 | -- | 0.06% |
| Kestra Advisory Services, LLC | 35.28K | Mar 31, 26 | +1.11K | 0.06% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 33.97K | Mar 31, 26 | -5.39K | 0.06% |
| JANE STREET GROUP, LLC | 32.52K | Mar 31, 26 | -84.93K | 0.06% |
| CSS LLC/IL | 32.52K | Mar 31, 26 | -- | 0.06% |
| Mariner, LLC | 30.25K | Mar 31, 26 | -321 | 0.05% |
| Abel Hall, LLC | 30.00K | Mar 31, 26 | +10.00K | 0.05% |
| MELFA WEALTH MANAGEMENT, LLC | 29.14K | Mar 31, 26 | -- | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 28.63K | Mar 31, 26 | +272 | 0.05% |
| North Ground Capital | 22.08K | Mar 31, 26 | -170.62K | 0.04% |
| B. Riley Wealth Advisors, Inc. | 21.50K | Mar 31, 26 | +21.50K | 0.04% |
| Keystone Wealth Services, LLC | 21.33K | Mar 31, 26 | +405 | 0.04% |
| Janney Montgomery Scott LLC | 20.27K | Mar 31, 26 | -4.18K | 0.04% |
| XTX Topco Ltd | 19.99K | Mar 31, 26 | -17.87K | 0.04% |
| UBS Group AG | 18.65K | Mar 31, 26 | -310 | 0.03% |
| One Charles Private Wealth Services, LLC | 17.25K | Mar 31, 26 | -- | 0.03% |
| MML INVESTORS SERVICES, LLC | 16.33K | Mar 31, 26 | -3.37K | 0.03% |
| CITADEL ADVISORS LLC | 15.56K | Mar 31, 26 | -4.48K | 0.03% |
| Capital Investment Advisory Services, LLC | 12.88K | Mar 31, 26 | -483 | 0.02% |
| STEPHENS INC /AR/ | 12.74K | Mar 31, 26 | -- | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.53K | Mar 31, 26 | -1.02K | 0.02% |
| U.S. Capital Wealth Advisors, LLC | 12.04K | Mar 31, 26 | -783 | 0.02% |
| Koshinski Asset Management, Inc. | 11.63K | Mar 31, 26 | -- | 0.02% |
| Bulldog Investors, LLP | 10.71K | Mar 31, 26 | -- | 0.02% |
| NWF Advisory Services Inc. | 10.40K | Mar 31, 26 | -10.30K | 0.02% |
| CHANNEL WEALTH LLC | 10.07K | Mar 31, 26 | -4.14K | 0.02% |
| K2 PRINCIPAL FUND, L.P. | 10.03K | Mar 31, 26 | -- | 0.02% |
| Rockefeller Capital Management L.P. | 8.90K | Mar 31, 26 | +3.72K | 0.02% |
| WELLS FARGO & COMPANY/MN | 7.85K | Mar 31, 26 | +7.85K | 0.01% |
| Advisory Services Network, LLC | 7.46K | Mar 31, 26 | +7.46K | 0.01% |
| FIFTH THIRD BANCORP | 6.16K | Mar 31, 26 | +6.16K | 0.01% |
| Legacy Wealth Managment, LLC/ID | 5.24K | Mar 31, 26 | -- | 0.01% |
| IFP Advisors, Inc | 4.02K | Mar 31, 26 | -1.21K | 0.01% |
| Triumph Capital Management | 2.60K | Mar 31, 26 | +1.70K | 0.00% |
| Kilter Group LLC | 2.22K | Mar 31, 26 | +27 | 0.00% |
| Byrne Asset Management LLC | 1.80K | Mar 31, 26 | -- | 0.00% |
| US BANCORP \DE\ | 1.77K | Mar 31, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 1.26K | Mar 31, 26 | -- | 0.00% |
| Spire Wealth Management | 500 | Mar 31, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 470 | Mar 31, 26 | -30 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 285 | Mar 31, 26 | -- | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 269 | Mar 31, 26 | -- | 0.00% |
| Mountain Hill Investment Partners Corp. | 125 | Mar 31, 26 | +2 | 0.00% |
| Cedar Mountain Advisors, LLC | 82 | Mar 31, 26 | -- | 0.00% |
| MAI Capital Management | 59 | Mar 31, 26 | -- | 0.00% |
| FMR LLC | 23 | Mar 31, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 6 | Mar 31, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1 | Mar 31, 26 | -- | 0.00% |
| HB Wealth Management, LLC | -- | Mar 31, 26 | -32.55K | -- |
| Sound Income Strategies, LLC | -- | Mar 31, 26 | -382 | -- |
| CLEAR STREET MARKETS LLC | -- | Mar 31, 26 | -5.66K | -- |
| Inlight Wealth Management, LLC | -- | Mar 31, 26 | -159 | -- |
| Tower Research Capital LLC (TRC) | -- | Mar 31, 26 | -409 | -- |
| LifeWealth Investments, LLC | -- | Mar 31, 26 | -14.63K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Mar 31, 26 | -28.85K | -- |
| ASSETMARK, INC | -- | Mar 31, 26 | -1.50K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -977 | -- |
| Pinnacle Wealth Planning Services, Inc. | -- | Mar 31, 26 | -2.52K | -- |
| NOMURA HOLDINGS INC | -- | Mar 31, 26 | -10.00K | -- |
| Alpine Global Management, LLC | -- | Mar 31, 26 | -99.97K | -- |
| Yakira Capital Management, Inc. | -- | Mar 31, 26 | -15.65K | -- |
| Concorde Asset Management, LLC | 139.46K | Dec 31, 25 | +73.76K | 0.25% |
| NewEdge Advisors, LLC | 130.63K | Dec 31, 25 | +9.71K | 0.24% |
| Ariadne Wealth Management, LP | 52.89K | Dec 31, 25 | +14 | 0.10% |
| MidWestOne Financial Group, Inc. | 36.58K | Dec 31, 25 | -- | 0.07% |
| COMERICA BANK | 6.16K | Dec 31, 25 | -264 | 0.01% |
| CIBC Private Wealth Group, LLC | 419 | Dec 31, 25 | +7 | 0.00% |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Dec 31, 25 | -42.78K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Dec 31, 25 | -1.06K | -- |
| Atria Wealth Solutions, Inc. | 60.57K | Jun 30, 25 | +5.44K | 0.11% |
| Legacy Investment Solutions, LLC | 5.27K | Jun 30, 25 | +5.27K | 0.01% |
| Sandy Spring Bank | 488 | Mar 31, 25 | +488 | 0.00% |
| Tallon Kerry Patrick | 12.11K | Dec 31, 24 | +12.11K | 0.02% |
| AlphaMark Advisors, LLC | 1.95K | Dec 31, 24 | +39 | 0.00% |
| PRIVATE CAPITAL MANAGEMENT LLC | -- | Dec 31, 24 | -14.80K | -- |
| RAYMOND JAMES & ASSOCIATES | 3.69M | Sep 30, 24 | +473.24K | 6.66% |
| RAYMOND JAMES TRUST N.A. | 32.26K | Sep 30, 24 | -400 | 0.06% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -183 | -- |
| Wealth Management Solutions, LLC | 51.03K | Sep 30, 23 | +225 | 0.09% |
| Claybrook Capital, LLC | 38.85K | Sep 30, 23 | -- | 0.07% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -15.79K | -- |
| Ahrens Investment Partners LLC | 7.50K | Mar 31, 23 | -4.70K | 0.01% |
| Foresight Wealth Management, LLC | -- | Dec 31, 22 | -11.86K | -- |
| Hightower 6M Holding, LLC | 72.92K | Sep 30, 22 | -16.40K | 0.13% |
| American Portfolios Advisors | 3.03K | Sep 30, 22 | +27 | 0.01% |
| B. Riley Wealth Management, Inc. | 20.97K | Jun 30, 22 | +20.97K | 0.04% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 120.59K | Mar 31, 22 | +120.59K | 0.22% |
| 6 Meridian | 106.26K | Dec 31, 21 | -7.19K | 0.19% |
| NEXT Financial Group, Inc | 20.95K | Dec 31, 21 | +4.98K | 0.04% |
| Carroll Financial Associates, Inc. | 14.90K | Dec 31, 21 | -- | 0.03% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 43.30K | Sep 30, 21 | +3.80K | 0.08% |
| FormulaFolio Investments, LLC | 76 | Jun 30, 21 | -- | 0.00% |
| OLD MISSION CAPITAL, LLC | 53.70K | Dec 31, 20 | +53.70K | 0.10% |
| Private Wealth Advisors, Inc. | 29.27K | Dec 31, 20 | -- | 0.05% |
| Burford Capital Investment Management LLC | 718.03K | Sep 30, 20 | -- | 1.30% |
| First Allied Advisory Services, Inc. | 38.76K | Sep 30, 20 | +15.03K | 0.07% |
| Advisor Group, Inc. | 443.45K | Dec 31, 19 | -2.44K | 0.80% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 76.61K | Dec 31, 19 | +8.52K | 0.14% |
| BB&T SECURITIES, LLC | 24.81K | Sep 30, 19 | -987 | 0.04% |
| NEXT Financial Holdings | 797 | Mar 31, 19 | +797 | 0.00% |