Western Asset High Income Opportunity Fund Inc.(HIO)

$3.61▲0.04 (1.12%)Earnings · May 27

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Western Asset High Income Opportunity Fund Inc.(HIO)

NYSE

$3.61▲0.04 (1.12%)Earnings · May 27

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HIO(HIO)

HIO

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 182 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	11.39M	Mar 31, 26	+1.76M	11.98%
SIT INVESTMENT ASSOCIATES INC	2.81M	Mar 31, 26	+577.01K	2.96%
Capital Investment Advisors, LLC	2.54M	Mar 31, 26	-350.82K	2.67%
Penserra Capital Management LLC	1.60M	Mar 31, 26	+21.13K	1.68%
Invesco Ltd.	1.35M	Mar 31, 26	+133.94K	1.42%
FCA CORP /TX	1.21M	Mar 31, 26	+66.18K	1.27%
WELLS FARGO & COMPANY/MN	799.15K	Mar 31, 26	+22.86K	0.84%
LPL Financial LLC	752.00K	Mar 31, 26	+367.00K	0.79%
Rareview Capital LLC	691.64K	Mar 31, 26	+119.15K	0.73%
RAYMOND JAMES FINANCIAL INC	664.97K	Mar 31, 26	-37.74K	0.70%
UBS Group AG	601.87K	Mar 31, 26	+67.33K	0.63%
THRIVENT FINANCIAL FOR LUTHERANS	548.93K	Mar 31, 26	+24.60K	0.58%
Shaker Financial Services, LLC	512.97K	Mar 31, 26	-100.79K	0.54%
Kanen Wealth Management LLC	490.45K	Mar 31, 26	+10.00K	0.52%
JONES FINANCIAL COMPANIES LLLP	473.86K	Mar 31, 26	+56.75K	0.50%
WOLVERINE ASSET MANAGEMENT LLC	470.95K	Mar 31, 26	-169.55K	0.50%
ABSOLUTE INVESTMENT ADVISERS, LLC	469.16K	Mar 31, 26	+141.93K	0.49%
Chicago Partners Investment Group LLC	368.31K	Mar 31, 26	-30.63K	0.39%
BANK OF AMERICA CORP /DE/	316.61K	Mar 31, 26	-42.20K	0.33%
Quarry LP	305.11K	Mar 31, 26	+305.11K	0.32%
RFG Advisory, LLC	287.06K	Mar 31, 26	+106.28K	0.30%
Pathway Financial Advisers, LLC	279.43K	Mar 31, 26	+1.73K	0.29%
PIN OAK INVESTMENT ADVISORS INC	233.06K	Mar 31, 26	-1.25K	0.25%
FIRST TRUST ADVISORS LP	230.38K	Mar 31, 26	-10.23K	0.24%
Fortis Group Advisors, LLC	210.57K	Mar 31, 26	-2.90K	0.22%
ENVESTNET ASSET MANAGEMENT INC	169.74K	Mar 31, 26	+36.61K	0.18%
Calamos Advisors LLC	163.79K	Mar 31, 26	+19.50K	0.17%
ROYAL BANK OF CANADA	146.11K	Mar 31, 26	-5.76K	0.15%
Cetera Investment Advisers	109.68K	Mar 31, 26	+11.27K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	98.32K	Mar 31, 26	+40.88K	0.10%
Steward Partners Investment Advisory, LLC	93.81K	Mar 31, 26	+14	0.10%
STIFEL FINANCIAL CORP	91.90K	Mar 31, 26	+1.79K	0.10%
ADVISOR GROUP HOLDINGS, INC.	89.58K	Mar 31, 26	-19.93K	0.09%
MELFA WEALTH MANAGEMENT, LLC	78.95K	Mar 31, 26	--	0.08%
TRUIST FINANCIAL CORP	72.16K	Mar 31, 26	--	0.08%
Stratos Wealth Partners, LTD.	59.42K	Mar 31, 26	+51	0.06%
NWF Advisory Services Inc.	56.92K	Mar 31, 26	-7.41K	0.06%
CHOREO, LLC	55.12K	Mar 31, 26	+8.89K	0.06%
Everstar Asset Management, LLC	53.18K	Mar 31, 26	--	0.06%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	50.98K	Mar 31, 26	--	0.05%
Concurrent Investment Advisors, LLC	49.49K	Mar 31, 26	+112	0.05%
Cambridge Investment Research Advisors, Inc.	46.40K	Mar 31, 26	--	0.05%
BOOTHBAY FUND MANAGEMENT, LLC	41.21K	Mar 31, 26	-990	0.04%
JANE STREET GROUP, LLC	40.80K	Mar 31, 26	-154.26K	0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	40.74K	Mar 31, 26	+981	0.04%
NOMURA HOLDINGS INC	37.50K	Mar 31, 26	+37.50K	0.04%
Independent Advisor Alliance	36.87K	Mar 31, 26	+36.87K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.33K	Mar 31, 26	+503	0.04%
XTX Topco Ltd	35.27K	Mar 31, 26	-39.29K	0.04%
Clearstead Advisors, LLC	34.38K	Mar 31, 26	--	0.04%
KELLEHER FINANCIAL ADVISORS	34.31K	Mar 31, 26	+872	0.04%
Wilson & Boucher Capital Management, LLC	32.98K	Mar 31, 26	-3.13K	0.03%
ACCREDITED INVESTOR SERVICES, LLC	31.42K	Mar 31, 26	+7.35K	0.03%
DUDLEY CAPITAL MANAGEMENT, LLC	31.10K	Mar 31, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	30.16K	Mar 31, 26	--	0.03%
CITADEL ADVISORS LLC	28.17K	Mar 31, 26	+28.17K	0.03%
Mariner, LLC	27.84K	Mar 31, 26	+5.69K	0.03%
CHAPIN DAVIS, INC.	26.91K	Mar 31, 26	-2.30K	0.03%
Uncommon Cents Investing LLC	26.33K	Mar 31, 26	--	0.03%
OPPENHEIMER & CO INC	26.02K	Mar 31, 26	-14.79K	0.03%
Merit Financial Group, LLC	25.48K	Mar 31, 26	+5.19K	0.03%
Virtu Financial LLC	25.27K	Mar 31, 26	+25.27K	0.03%
Corps Capital Advisors, LLC	25.00K	Mar 31, 26	--	0.03%
PARK AVENUE SECURITIES LLC	24.75K	Mar 31, 26	-1.09K	0.03%
FIFTH THIRD BANCORP	22.86K	Mar 31, 26	+22.86K	0.02%
Samalin Investment Counsel, LLC	22.23K	Mar 31, 26	+618	0.02%
Creative Planning	22.15K	Mar 31, 26	+22.15K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	20.57K	Mar 31, 26	+519	0.02%
Aptus Capital Advisors, LLC	20.28K	Mar 31, 26	--	0.02%
Suncoast Equity Management	20.04K	Mar 31, 26	+1.15K	0.02%
Advisory Services Network, LLC	19.50K	Mar 31, 26	+2.00K	0.02%
Cape Investment Advisory, Inc.	18.30K	Mar 31, 26	--	0.02%
Fiera Capital Corp	17.93K	Mar 31, 26	-25.03K	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	16.63K	Mar 31, 26	+601	0.02%
Private Advisor Group, LLC	16.52K	Mar 31, 26	+16.52K	0.02%
Savvy Advisors, Inc.	16.45K	Mar 31, 26	+16.45K	0.02%
REUTER JAMES WEALTH MANAGEMENT, LLC	15.47K	Mar 31, 26	--	0.02%
Integrated Wealth Concepts LLC	15.18K	Mar 31, 26	+15.18K	0.02%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	14.83K	Mar 31, 26	-116.04K	0.02%
Jackson Hole Capital Partners, LLC	14.20K	Mar 31, 26	--	0.01%
Pekin Hardy Strauss, Inc.	13.97K	Mar 31, 26	--	0.01%
Occidental Asset Management, LLC	13.79K	Mar 31, 26	+2.28K	0.01%
Pinnacle Wealth Planning Services, Inc.	13.40K	Mar 31, 26	+2.49K	0.01%
TWO SIGMA SECURITIES, LLC	13.36K	Mar 31, 26	-7.79K	0.01%
One Capital Management, LLC	12.89K	Mar 31, 26	+1.21K	0.01%
GREEN SQUARE CAPITAL ADVISORS LLC	11.99K	Mar 31, 26	--	0.01%
WEDBUSH SECURITIES INC	11.84K	Mar 31, 26	--	0.01%
RPg Family Wealth Advisory, LLC	11.67K	Mar 31, 26	+11.67K	0.01%
Equitable Holdings, Inc.	11.43K	Mar 31, 26	+241	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	10.90K	Mar 31, 26	--	0.01%
Nova Wealth Management, Inc.	10.45K	Mar 31, 26	--	0.01%
High Net Worth Advisory Group LLC	10.36K	Mar 31, 26	+293	0.01%
Stonebrook Private Inc.	10.17K	Mar 31, 26	+10.17K	0.01%
US BANCORP \DE\	8.00K	Mar 31, 26	--	0.01%
MAI Capital Management	6.47K	Mar 31, 26	-4.37K	0.01%
WPG Advisers, LLC	5.63K	Mar 31, 26	+1.44K	0.01%
Spire Wealth Management	3.02K	Mar 31, 26	+731	0.00%
SRS Capital Advisors, Inc.	2.50K	Mar 31, 26	-120	0.00%
BlackRock, Inc.	2.40K	Mar 31, 26	+2.40K	0.00%
Pinnacle Bancorp, Inc.	1.70K	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	1.25K	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	1.09K	Mar 31, 26	-1.09K	0.00%
Sound Income Strategies, LLC	816	Mar 31, 26	+816	0.00%
HIGHLINE WEALTH PARTNERS LLC	750	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	587	Mar 31, 26	+587	0.00%
Allworth Financial LP	486	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	170	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	114	Mar 31, 26	-716	0.00%
HARBOUR INVESTMENTS, INC.	21	Mar 31, 26	+21	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	9	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	7	Mar 31, 26	-183	0.00%
ROTHSCHILD INVESTMENT LLC	3	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-1	--
Mountain Hill Investment Partners Corp.	--	Mar 31, 26	-4.00K	--
HRT FINANCIAL LP	--	Mar 31, 26	-30.09K	--
Quadrature Capital Ltd	--	Mar 31, 26	-23.26K	--
Logan Stone Capital, LLC	--	Mar 31, 26	-42.42K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-2.23K	--
Sigma Planning Corp	--	Mar 31, 26	-12.70K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-45.53K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-477.05K	--
Marex Group plc	--	Mar 31, 26	-67.14K	--
Encompass More Asset Management	--	Mar 31, 26	-12.01K	--
Segment Wealth Management, LLC	--	Mar 31, 26	-49.33K	--
Meridian Wealth Management, LLC	--	Mar 31, 26	-11.20K	--
Kanen Wealth Management LLC	480.45K	Dec 31, 25	-216.56K	0.51%
Wilson & Boucher Capital Management, LLC	36.10K	Dec 31, 25	--	0.04%
COMERICA BANK	28.98K	Dec 31, 25	-3.34K	0.03%
Global Retirement Partners, LLC	27.15K	Dec 31, 25	+27.15K	0.03%
Blue Barn Wealth, LLC	16.45K	Dec 31, 25	+16.45K	0.02%
Wela Strategies, Inc.	127.02K	Sep 30, 25	+6.89K	0.13%
Atria Wealth Solutions, Inc.	119.70K	Jun 30, 25	-2.00K	0.13%
Good Life Advisors, LLC	56.65K	Jun 30, 25	+14.84K	0.06%
AVANTAX ADVISORY SERVICES, INC.	13.19K	Jun 30, 25	+1.91K	0.01%
Bison Wealth, LLC	33.54K	Dec 31, 24	+150	0.04%
RAYMOND JAMES & ASSOCIATES	267.23K	Sep 30, 24	-350.18K	0.28%
Raymond James Financial Services Advisors, Inc.	149.76K	Sep 30, 24	-29.32K	0.16%
RAYMOND JAMES TRUST N.A.	18.00K	Sep 30, 24	--	0.02%
Hyperion Partners, LLC	11.23K	Sep 30, 24	+300	0.01%
Cetera Advisor Networks LLC	71.38K	Mar 31, 24	+11.95K	0.08%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	40.62K	Mar 31, 24	+253	0.04%
Cetera Advisors LLC	16.14K	Mar 31, 24	+16.14K	0.02%
Baystate Wealth Management LLC	814	Dec 31, 23	+814	0.00%
ADVISOR PARTNERS II, LLC	444.69K	Sep 30, 23	+444.69K	0.47%
Kistler-Tiffany Companies, LLC	584	Jun 30, 23	+584	0.00%
Ahrens Investment Partners LLC	594	Mar 31, 23	+594	0.00%
Sargent Bickham Lagudis LLC	5.79K	Dec 31, 22	--	0.01%
FourThought Financial, LLC	5.84K	Sep 30, 22	+350	0.01%
American Portfolios Advisors	1.26K	Sep 30, 22	--	0.00%
EATON VANCE MANAGEMENT	--	Sep 30, 22	-384.75K	--
B. Riley Wealth Management, Inc.	12.27K	Jun 30, 22	+12.27K	0.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	350.32K	Mar 31, 22	+332.40K	0.37%
Livingston Group Asset Management CO (operating as Southport Capital Management)	11.20K	Mar 31, 22	--	0.01%
Dixon Hughes Goodman Wealth Advisors LLC	78	Mar 31, 22	--	0.00%
Carroll Financial Associates, Inc.	48	Dec 31, 21	+48	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	62.10K	Sep 30, 21	-8.70K	0.07%
ROWLAND CARMICHAEL ADVISORS INC /ADV	83.00K	Dec 31, 20	--	0.09%
Reby Advisors, LLC	3.81K	Dec 31, 20	+3.81K	0.00%
First Allied Advisory Services, Inc.	22.46K	Sep 30, 20	+1.45K	0.02%
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-24.70K	--
Advisor Group, Inc.	78.80K	Dec 31, 19	-7.25K	0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.	41.92K	Dec 31, 19	-7.78K	0.04%
Financial Gravity Companies, Inc.	98	Dec 31, 18	+98	0.00%
Palo Capital, Inc.	--	Dec 31, 18	-71.41K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-15.63K	--
SII INVESTMENTS INC/WI	--	Dec 31, 17	-23.80K	--
Commonwealth Equity Services, Inc	38.77K	Jun 30, 17	-73.28K	0.04%
WFG Advisors, LP	26.94K	Jun 30, 17	+2.34K	0.03%
Virtu KCG Holdings LLC	15.65K	Jun 30, 17	+15.65K	0.02%
FIRST FINANCIAL EQUITY CORPORATION	37.03K	Mar 31, 17	+37.03K	0.04%
MSI Financial Services Inc	78.37K	Dec 31, 16	+8.45K	0.08%
PVG Asset Management	10.79K	Dec 31, 16	+10.79K	0.01%
Kovitz Investment Group, LLC	243.75K	Dec 31, 15	+243.75K	0.26%
CITY NATIONAL BANK	11.06K	Sep 30, 15	--	0.01%
BAIRD ROBERT W & CO INC /WI/	83.94K	Mar 31, 15	+83.94K	0.09%
UBS AG	789.02K	Sep 30, 14	-8.63K	0.83%
1919 Investment Counsel, LLC	171.44K	Sep 30, 14	-2.97K	0.18%
TOWER TRUST Co	11.25K	Mar 31, 14	--	0.01%
KNIGHT CAPITAL GROUP LLC	12.37K	Jun 30, 13	+12.37K	0.01%
First Allied Securities, Inc.	3.00K	Jun 30, 12	--	0.00%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.59M	Jun 30, 10	+154.41K	1.67%

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Holder

Date

Change

% Held

MORGAN STANLEY

11.39M

Mar 31, 26

+1.76M

11.98%

SIT INVESTMENT ASSOCIATES INC

2.81M

Mar 31, 26

+577.01K

2.96%

Capital Investment Advisors, LLC

2.54M

Mar 31, 26

-350.82K

2.67%

Penserra Capital Management LLC

1.60M

Mar 31, 26

+21.13K

1.68%

Invesco Ltd.

1.35M

Mar 31, 26

+133.94K

1.42%

FCA CORP /TX

1.21M

Mar 31, 26

+66.18K

1.27%

WELLS FARGO & COMPANY/MN

799.15K

Mar 31, 26

+22.86K

0.84%

LPL Financial LLC

752.00K

Mar 31, 26

+367.00K

0.79%

Rareview Capital LLC

691.64K

Mar 31, 26

+119.15K

0.73%

RAYMOND JAMES FINANCIAL INC

664.97K

Mar 31, 26

-37.74K

0.70%

UBS Group AG

601.87K

Mar 31, 26

+67.33K

0.63%

THRIVENT FINANCIAL FOR LUTHERANS

548.93K

Mar 31, 26

+24.60K

0.58%

Shaker Financial Services, LLC

512.97K

Mar 31, 26

-100.79K

0.54%

Kanen Wealth Management LLC

490.45K

Mar 31, 26

+10.00K

0.52%

JONES FINANCIAL COMPANIES LLLP

473.86K

Mar 31, 26

+56.75K

0.50%

WOLVERINE ASSET MANAGEMENT LLC

470.95K

Mar 31, 26

-169.55K

0.50%

ABSOLUTE INVESTMENT ADVISERS, LLC

469.16K

Mar 31, 26

+141.93K

0.49%

Chicago Partners Investment Group LLC

368.31K

Mar 31, 26

-30.63K

0.39%

BANK OF AMERICA CORP /DE/

316.61K

Mar 31, 26

-42.20K

0.33%

Quarry LP

305.11K

Mar 31, 26

+305.11K

0.32%

RFG Advisory, LLC

287.06K

Mar 31, 26

+106.28K

0.30%

Pathway Financial Advisers, LLC

279.43K

Mar 31, 26

+1.73K

0.29%

PIN OAK INVESTMENT ADVISORS INC

233.06K

Mar 31, 26

-1.25K

0.25%

FIRST TRUST ADVISORS LP

230.38K

Mar 31, 26

-10.23K

0.24%

Fortis Group Advisors, LLC

210.57K

Mar 31, 26

-2.90K

0.22%

ENVESTNET ASSET MANAGEMENT INC

169.74K

Mar 31, 26

+36.61K

0.18%

Calamos Advisors LLC

163.79K

Mar 31, 26

+19.50K

0.17%

ROYAL BANK OF CANADA

146.11K

Mar 31, 26

-5.76K

0.15%

Cetera Investment Advisers

109.68K

Mar 31, 26

+11.27K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

98.32K

Mar 31, 26

+40.88K

0.10%

Steward Partners Investment Advisory, LLC

93.81K

Mar 31, 26

+14

0.10%

STIFEL FINANCIAL CORP

91.90K

Mar 31, 26

+1.79K

0.10%

ADVISOR GROUP HOLDINGS, INC.

89.58K

Mar 31, 26

-19.93K

0.09%

MELFA WEALTH MANAGEMENT, LLC

78.95K

Mar 31, 26

0.08%

TRUIST FINANCIAL CORP

72.16K

Mar 31, 26

0.08%

Stratos Wealth Partners, LTD.

59.42K

Mar 31, 26

+51

0.06%

NWF Advisory Services Inc.

56.92K

Mar 31, 26

-7.41K

0.06%

CHOREO, LLC

55.12K

Mar 31, 26

+8.89K

0.06%

Everstar Asset Management, LLC

53.18K

Mar 31, 26

0.06%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

50.98K

Mar 31, 26

0.05%

Concurrent Investment Advisors, LLC

49.49K

Mar 31, 26

+112

0.05%

Cambridge Investment Research Advisors, Inc.

46.40K

Mar 31, 26

0.05%

BOOTHBAY FUND MANAGEMENT, LLC

41.21K

Mar 31, 26

-990

0.04%

JANE STREET GROUP, LLC

40.80K

Mar 31, 26

-154.26K

0.04%

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

40.74K

Mar 31, 26

+981

0.04%

NOMURA HOLDINGS INC

37.50K

Mar 31, 26

+37.50K

0.04%

Independent Advisor Alliance

36.87K

Mar 31, 26

+36.87K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.33K

Mar 31, 26

+503

0.04%

XTX Topco Ltd

35.27K

Mar 31, 26

-39.29K

0.04%

Clearstead Advisors, LLC

34.38K

Mar 31, 26

0.04%

KELLEHER FINANCIAL ADVISORS

34.31K

Mar 31, 26

+872

0.04%

Wilson & Boucher Capital Management, LLC

32.98K

Mar 31, 26

-3.13K

0.03%

ACCREDITED INVESTOR SERVICES, LLC

31.42K

Mar 31, 26

+7.35K

0.03%

DUDLEY CAPITAL MANAGEMENT, LLC

31.10K

Mar 31, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

30.16K

Mar 31, 26

0.03%

CITADEL ADVISORS LLC

28.17K

Mar 31, 26

+28.17K

0.03%

Mariner, LLC

27.84K

Mar 31, 26

+5.69K

0.03%

CHAPIN DAVIS, INC.

26.91K

Mar 31, 26

-2.30K

0.03%

Uncommon Cents Investing LLC

26.33K

Mar 31, 26

0.03%

OPPENHEIMER & CO INC

26.02K

Mar 31, 26

-14.79K

0.03%

Merit Financial Group, LLC

25.48K

Mar 31, 26

+5.19K

0.03%

Virtu Financial LLC

25.27K

Mar 31, 26

+25.27K

0.03%

Corps Capital Advisors, LLC

25.00K

Mar 31, 26

0.03%

PARK AVENUE SECURITIES LLC

24.75K

Mar 31, 26

-1.09K

0.03%

FIFTH THIRD BANCORP

22.86K

Mar 31, 26

+22.86K

0.02%

Samalin Investment Counsel, LLC

22.23K

Mar 31, 26

+618

0.02%

Creative Planning

22.15K

Mar 31, 26

+22.15K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

20.57K

Mar 31, 26

+519

0.02%

Aptus Capital Advisors, LLC

20.28K

Mar 31, 26

0.02%

Suncoast Equity Management

20.04K

Mar 31, 26

+1.15K

0.02%

Advisory Services Network, LLC

19.50K

Mar 31, 26

+2.00K

0.02%

Cape Investment Advisory, Inc.

18.30K

Mar 31, 26

0.02%

Fiera Capital Corp

17.93K

Mar 31, 26

-25.03K

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

16.63K

Mar 31, 26

+601

0.02%

Private Advisor Group, LLC

16.52K

Mar 31, 26

+16.52K

0.02%

Savvy Advisors, Inc.

16.45K

Mar 31, 26

+16.45K

0.02%

REUTER JAMES WEALTH MANAGEMENT, LLC

15.47K

Mar 31, 26

0.02%

Integrated Wealth Concepts LLC

15.18K

Mar 31, 26

+15.18K

0.02%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

14.83K

Mar 31, 26

-116.04K

0.02%

Jackson Hole Capital Partners, LLC

14.20K

Mar 31, 26

0.01%

Pekin Hardy Strauss, Inc.

13.97K

Mar 31, 26

0.01%

Occidental Asset Management, LLC

13.79K

Mar 31, 26

+2.28K

0.01%

Pinnacle Wealth Planning Services, Inc.

13.40K

Mar 31, 26

+2.49K

0.01%

TWO SIGMA SECURITIES, LLC

13.36K

Mar 31, 26

-7.79K

0.01%

One Capital Management, LLC

12.89K

Mar 31, 26

+1.21K

0.01%

GREEN SQUARE CAPITAL ADVISORS LLC

11.99K

Mar 31, 26

0.01%

WEDBUSH SECURITIES INC

11.84K

Mar 31, 26

0.01%

RPg Family Wealth Advisory, LLC

11.67K

Mar 31, 26

+11.67K

0.01%

Equitable Holdings, Inc.

11.43K

Mar 31, 26

+241

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

10.90K

Mar 31, 26

0.01%

Nova Wealth Management, Inc.

10.45K

Mar 31, 26

0.01%

High Net Worth Advisory Group LLC

10.36K

Mar 31, 26

+293

0.01%

Stonebrook Private Inc.

10.17K

Mar 31, 26

+10.17K

0.01%

US BANCORP \DE\

8.00K

Mar 31, 26

0.01%

MAI Capital Management

6.47K

Mar 31, 26

-4.37K

0.01%

WPG Advisers, LLC

5.63K

Mar 31, 26

+1.44K

0.01%

Spire Wealth Management

3.02K

Mar 31, 26

+731

0.00%

SRS Capital Advisors, Inc.

2.50K

Mar 31, 26

-120

0.00%

BlackRock, Inc.

2.40K

Mar 31, 26

+2.40K

0.00%

Pinnacle Bancorp, Inc.

1.70K

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

1.25K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

1.09K

Mar 31, 26

-1.09K

0.00%

Sound Income Strategies, LLC

816

Mar 31, 26

+816

0.00%

HIGHLINE WEALTH PARTNERS LLC

750

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

587

Mar 31, 26

+587

0.00%

Allworth Financial LP

486

Mar 31, 26

0.00%

MTM Investment Management, LLC

170

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

114

Mar 31, 26

-716

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

+21

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

-183

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

-1

Mountain Hill Investment Partners Corp.

Mar 31, 26

-4.00K

HRT FINANCIAL LP

Mar 31, 26

-30.09K

Quadrature Capital Ltd

Mar 31, 26

-23.26K

Logan Stone Capital, LLC

Mar 31, 26

-42.42K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-2.23K

Sigma Planning Corp

Mar 31, 26

-12.70K

NewEdge Advisors, LLC

Mar 31, 26

-45.53K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-477.05K

Marex Group plc

Mar 31, 26

-67.14K

Encompass More Asset Management

Mar 31, 26

-12.01K

Segment Wealth Management, LLC

Mar 31, 26

-49.33K

Meridian Wealth Management, LLC

Mar 31, 26

-11.20K

Kanen Wealth Management LLC

480.45K

Dec 31, 25

-216.56K

0.51%

Wilson & Boucher Capital Management, LLC

36.10K

Dec 31, 25

0.04%

COMERICA BANK

28.98K

Dec 31, 25

-3.34K

0.03%

Global Retirement Partners, LLC

27.15K

Dec 31, 25

+27.15K

0.03%

Blue Barn Wealth, LLC

16.45K

Dec 31, 25

+16.45K

0.02%

Wela Strategies, Inc.

127.02K

Sep 30, 25

+6.89K

0.13%

Atria Wealth Solutions, Inc.

119.70K

Jun 30, 25

-2.00K

0.13%

Good Life Advisors, LLC

56.65K

Jun 30, 25

+14.84K

0.06%

AVANTAX ADVISORY SERVICES, INC.

13.19K

Jun 30, 25

+1.91K

0.01%

Bison Wealth, LLC

33.54K

Dec 31, 24

+150

0.04%

RAYMOND JAMES & ASSOCIATES

267.23K

Sep 30, 24

-350.18K

0.28%

Raymond James Financial Services Advisors, Inc.

149.76K

Sep 30, 24

-29.32K

0.16%

RAYMOND JAMES TRUST N.A.

18.00K

Sep 30, 24

0.02%

Hyperion Partners, LLC

11.23K

Sep 30, 24

+300

0.01%

Cetera Advisor Networks LLC

71.38K

Mar 31, 24

+11.95K

0.08%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

40.62K

Mar 31, 24

+253

0.04%

Cetera Advisors LLC

16.14K

Mar 31, 24

+16.14K

0.02%

Baystate Wealth Management LLC

814

Dec 31, 23

+814

0.00%

ADVISOR PARTNERS II, LLC

444.69K

Sep 30, 23

+444.69K

0.47%

Kistler-Tiffany Companies, LLC

584

Jun 30, 23

+584

0.00%

Ahrens Investment Partners LLC

594

Mar 31, 23

+594

0.00%

Sargent Bickham Lagudis LLC

5.79K

Dec 31, 22

0.01%

FourThought Financial, LLC

5.84K

Sep 30, 22

+350

0.01%

American Portfolios Advisors

1.26K

Sep 30, 22

0.00%

EATON VANCE MANAGEMENT

Sep 30, 22

-384.75K

B. Riley Wealth Management, Inc.

12.27K

Jun 30, 22

+12.27K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

350.32K

Mar 31, 22

+332.40K

0.37%

Livingston Group Asset Management CO (operating as Southport Capital Management)

11.20K

Mar 31, 22

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

+48

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

62.10K

Sep 30, 21

-8.70K

0.07%

ROWLAND CARMICHAEL ADVISORS INC /ADV

83.00K

Dec 31, 20

0.09%

Reby Advisors, LLC

3.81K

Dec 31, 20

+3.81K

0.00%

First Allied Advisory Services, Inc.

22.46K

Sep 30, 20

+1.45K

0.02%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-24.70K

Advisor Group, Inc.

78.80K

Dec 31, 19

-7.25K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

41.92K

Dec 31, 19

-7.78K

0.04%

Financial Gravity Companies, Inc.

Dec 31, 18

+98

0.00%

Palo Capital, Inc.

Dec 31, 18

-71.41K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-15.63K

SII INVESTMENTS INC/WI

Dec 31, 17

-23.80K

Commonwealth Equity Services, Inc

38.77K

Jun 30, 17

-73.28K

0.04%

WFG Advisors, LP

26.94K

Jun 30, 17

+2.34K

0.03%

Virtu KCG Holdings LLC

15.65K

Jun 30, 17

+15.65K

0.02%

FIRST FINANCIAL EQUITY CORPORATION

37.03K

Mar 31, 17

+37.03K

0.04%

MSI Financial Services Inc

78.37K

Dec 31, 16

+8.45K

0.08%

PVG Asset Management

10.79K

Dec 31, 16

+10.79K

0.01%

Kovitz Investment Group, LLC

243.75K

Dec 31, 15

+243.75K

0.26%

CITY NATIONAL BANK

11.06K

Sep 30, 15

0.01%

BAIRD ROBERT W & CO INC /WI/

83.94K

Mar 31, 15

+83.94K

0.09%

UBS AG

789.02K

Sep 30, 14

-8.63K

0.83%

1919 Investment Counsel, LLC

171.44K

Sep 30, 14

-2.97K

0.18%

TOWER TRUST Co

11.25K

Mar 31, 14

0.01%

KNIGHT CAPITAL GROUP LLC

12.37K

Jun 30, 13

+12.37K

0.01%

First Allied Securities, Inc.

3.00K

Jun 30, 12

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.59M

Jun 30, 10

+154.41K

1.67%