Western Asset High Income Opportunity Fund Inc(HIO)

$3.56—

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Western Asset High Income Opportunity Fund Inc(HIO)

NYSE

$3.56—

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HIO(HIO)

HIO

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Institutional Ownership

Top 177 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	11.78M	Jun 30, 26	+386.52K	12.39%
SIT INVESTMENT ASSOCIATES INC	2.82M	Jun 30, 26	+8.10K	2.97%
Capital Investment Advisors, LLC	2.33M	Jun 30, 26	-209.39K	2.45%
Penserra Capital Management LLC	1.66M	Jun 30, 26	+63.33K	1.74%
Invesco Ltd.	1.28M	Jun 30, 26	-72.40K	1.35%
FCA CORP /TX	1.28M	Jun 30, 26	+69.38K	1.34%
WELLS FARGO & COMPANY/MN	1.01M	Jun 30, 26	+211.01K	1.06%
LPL Financial LLC	969.90K	Jun 30, 26	+217.90K	1.02%
Rareview Capital LLC	903.65K	Jun 30, 26	+212.01K	0.95%
Shaker Financial Services, LLC	642.50K	Jun 30, 26	+129.52K	0.68%
RAYMOND JAMES FINANCIAL INC	637.10K	Jun 30, 26	-27.86K	0.67%
UBS Group AG	561.03K	Jun 30, 26	-40.84K	0.59%
THRIVENT FINANCIAL FOR LUTHERANS	548.93K	Jun 30, 26	--	0.58%
JONES FINANCIAL COMPANIES LLLP	531.24K	Jun 30, 26	+57.38K	0.56%
Kanen Wealth Management LLC	490.45K	Jun 30, 26	--	0.52%
WOLVERINE ASSET MANAGEMENT LLC	378.12K	Jun 30, 26	-92.83K	0.40%
ABSOLUTE INVESTMENT ADVISERS, LLC	372.46K	Jun 30, 26	-96.70K	0.39%
Chicago Partners Investment Group LLC	333.69K	Jun 30, 26	-34.62K	0.35%
BANK OF AMERICA CORP /DE/	305.06K	Jun 30, 26	-11.54K	0.32%
Pathway Financial Advisers, LLC	285.89K	Jun 30, 26	+6.45K	0.30%
RFG Advisory, LLC	273.83K	Jun 30, 26	-13.24K	0.29%
FIRST TRUST ADVISORS LP	263.31K	Jun 30, 26	+32.92K	0.28%
ENVESTNET ASSET MANAGEMENT INC	239.44K	Jun 30, 26	+69.71K	0.25%
PIN OAK INVESTMENT ADVISORS INC	233.06K	Jun 30, 26	--	0.25%
Fortis Group Advisors, LLC	206.29K	Jun 30, 26	-4.28K	0.22%
Calamos Advisors LLC	175.50K	Jun 30, 26	+11.70K	0.18%
Quarry LP	175.13K	Jun 30, 26	-129.99K	0.18%
ROYAL BANK OF CANADA	141.22K	Jun 30, 26	-4.89K	0.15%
Cetera Investment Advisers	128.28K	Jun 30, 26	+18.60K	0.13%
ADVISOR GROUP HOLDINGS, INC.	118.18K	Jun 30, 26	+28.60K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	97.55K	Jun 30, 26	-771	0.10%
Steward Partners Investment Advisory, LLC	90.96K	Jun 30, 26	-2.85K	0.10%
STIFEL FINANCIAL CORP	83.43K	Jun 30, 26	-8.47K	0.09%
MELFA WEALTH MANAGEMENT, LLC	78.95K	Jun 30, 26	--	0.08%
CITADEL ADVISORS LLC	77.04K	Jun 30, 26	+48.87K	0.08%
TRUIST FINANCIAL CORP	72.16K	Jun 30, 26	--	0.08%
KELLEHER FINANCIAL ADVISORS	70.01K	Jun 30, 26	+35.70K	0.07%
NWF Advisory Services Inc.	64.33K	Jun 30, 26	+7.41K	0.07%
XTX Topco Ltd	60.93K	Jun 30, 26	+25.66K	0.06%
Stratos Wealth Partners, LTD.	59.24K	Jun 30, 26	-180	0.06%
Everstar Asset Management, LLC	53.18K	Jun 30, 26	--	0.06%
READYSTATE ASSET MANAGEMENT LP	52.50K	Jun 30, 26	+52.50K	0.06%
Concurrent Investment Advisors, LLC	52.35K	Jun 30, 26	+2.86K	0.06%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	50.98K	Jun 30, 26	--	0.05%
CHOREO, LLC	50.19K	Jun 30, 26	-4.93K	0.05%
Cambridge Investment Research Advisors, Inc.	44.68K	Jun 30, 26	-1.73K	0.05%
Logan Stone Capital, LLC	43.42K	Jun 30, 26	+43.42K	0.05%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	41.77K	Jun 30, 26	+1.02K	0.04%
Global Retirement Partners, LLC	37.88K	Jun 30, 26	+37.88K	0.04%
Virtu Financial LLC	34.86K	Jun 30, 26	+9.60K	0.04%
Clearstead Advisors, LLC	34.38K	Jun 30, 26	--	0.04%
ACCREDITED INVESTOR SERVICES, LLC	32.14K	Jun 30, 26	+720	0.03%
DUDLEY CAPITAL MANAGEMENT, LLC	31.10K	Jun 30, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	30.16K	Jun 30, 26	--	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	29.88K	Jun 30, 26	-6.44K	0.03%
Merit Financial Group, LLC	26.83K	Jun 30, 26	+1.35K	0.03%
Uncommon Cents Investing LLC	26.33K	Jun 30, 26	--	0.03%
NewEdge Advisors, LLC	25.84K	Jun 30, 26	-3.00K	0.03%
Corps Capital Advisors, LLC	25.00K	Jun 30, 26	--	0.03%
OPPENHEIMER & CO INC	24.71K	Jun 30, 26	-1.30K	0.03%
IMC-Chicago, LLC	24.67K	Jun 30, 26	+24.67K	0.03%
PARK AVENUE SECURITIES LLC	24.34K	Jun 30, 26	-410	0.03%
Mariner, LLC	23.82K	Jun 30, 26	-4.01K	0.03%
Creative Planning	23.77K	Jun 30, 26	+1.62K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	23.26K	Jun 30, 26	+2.69K	0.02%
FIFTH THIRD BANCORP	22.99K	Jun 30, 26	+126	0.02%
Samalin Investment Counsel, LLC	22.88K	Jun 30, 26	+644	0.02%
BOOTHBAY FUND MANAGEMENT, LLC	22.61K	Jun 30, 26	-18.61K	0.02%
CAPTRUST FINANCIAL ADVISORS	22.06K	Jun 30, 26	+22.06K	0.02%
Advisory Services Network, LLC	22.00K	Jun 30, 26	+2.50K	0.02%
Fiera Capital Corp	20.51K	Jun 30, 26	+2.58K	0.02%
Aptus Capital Advisors, LLC	19.17K	Jun 30, 26	-1.11K	0.02%
Cape Investment Advisory, Inc.	18.30K	Jun 30, 26	--	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	16.63K	Jun 30, 26	-1	0.02%
Savvy Advisors, Inc.	16.45K	Jun 30, 26	--	0.02%
TWO SIGMA SECURITIES, LLC	15.99K	Jun 30, 26	+2.63K	0.02%
REUTER JAMES WEALTH MANAGEMENT, LLC	15.47K	Jun 30, 26	--	0.02%
Integrated Wealth Concepts LLC	15.18K	Jun 30, 26	--	0.02%
Lido Advisors, LLC	14.69K	Jun 30, 26	+14.69K	0.02%
Occidental Asset Management, LLC	13.79K	Jun 30, 26	--	0.01%
Pinnacle Wealth Planning Services, Inc.	13.40K	Jun 30, 26	-6	0.01%
One Capital Management, LLC	12.89K	Jun 30, 26	--	0.01%
JANE STREET GROUP, LLC	12.83K	Jun 30, 26	-27.97K	0.01%
GREEN SQUARE CAPITAL ADVISORS LLC	11.99K	Jun 30, 26	--	0.01%
RPg Family Wealth Advisory, LLC	11.67K	Jun 30, 26	--	0.01%
Equitable Holdings, Inc.	11.62K	Jun 30, 26	+189	0.01%
Alpine Global Management, LLC	10.47K	Jun 30, 26	+10.47K	0.01%
Stonebrook Private Inc.	10.47K	Jun 30, 26	+301	0.01%
Nova Wealth Management, Inc.	10.45K	Jun 30, 26	--	0.01%
WEDBUSH SECURITIES INC	10.15K	Jun 30, 26	-1.70K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	8.90K	Jun 30, 26	-2.00K	0.01%
US BANCORP \DE\	8.00K	Jun 30, 26	--	0.01%
Axiom Investment Management LLC	6.25K	Jun 30, 26	--	0.01%
WPG Advisers, LLC	5.63K	Jun 30, 26	-7	0.01%
SRS Capital Advisors, Inc.	5.12K	Jun 30, 26	+2.62K	0.01%
Spire Wealth Management	3.11K	Jun 30, 26	+89	0.00%
Pinnacle Bancorp, Inc.	1.70K	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	1.25K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.09K	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	750	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	587	Jun 30, 26	--	0.00%
Allworth Financial LP	486	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	170	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	114	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	21	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	9	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	7	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	3	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	2	Jun 30, 26	+2	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Suncoast Equity Management	--	Jun 30, 26	-20.04K	--
NOMURA HOLDINGS INC	--	Jun 30, 26	-37.50K	--
Pekin Hardy Strauss, Inc.	--	Jun 30, 26	-13.97K	--
High Net Worth Advisory Group LLC	--	Jun 30, 26	-10.36K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Jun 30, 26	-14.83K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-816	--
BlackRock, Inc.	--	Jun 30, 26	-2.40K	--
MAI Capital Management	--	Jun 30, 26	-6.47K	--
Independent Advisor Alliance	--	Jun 30, 26	-36.87K	--
Western Wealth Management, LLC	--	Jun 30, 26	-528	--
Private Advisor Group, LLC	--	Jun 30, 26	-16.52K	--
CHAPIN DAVIS, INC.	--	Jun 30, 26	-26.91K	--
Wilson & Boucher Capital Management, LLC	32.98K	Mar 31, 26	-3.13K	0.03%
Jackson Hole Capital Partners, LLC	14.20K	Mar 31, 26	--	0.01%
COMERICA BANK	28.98K	Dec 31, 25	-3.34K	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

11.78M

Jun 30, 26

+386.52K

12.39%

SIT INVESTMENT ASSOCIATES INC

2.82M

Jun 30, 26

+8.10K

2.97%

Capital Investment Advisors, LLC

2.33M

Jun 30, 26

-209.39K

2.45%

Penserra Capital Management LLC

1.66M

Jun 30, 26

+63.33K

1.74%

Invesco Ltd.

1.28M

Jun 30, 26

-72.40K

1.35%

FCA CORP /TX

1.28M

Jun 30, 26

+69.38K

1.34%

WELLS FARGO & COMPANY/MN

1.01M

Jun 30, 26

+211.01K

1.06%

LPL Financial LLC

969.90K

Jun 30, 26

+217.90K

1.02%

Rareview Capital LLC

903.65K

Jun 30, 26

+212.01K

0.95%

Shaker Financial Services, LLC

642.50K

Jun 30, 26

+129.52K

0.68%

RAYMOND JAMES FINANCIAL INC

637.10K

Jun 30, 26

-27.86K

0.67%

UBS Group AG

561.03K

Jun 30, 26

-40.84K

0.59%

THRIVENT FINANCIAL FOR LUTHERANS

548.93K

Jun 30, 26

0.58%

JONES FINANCIAL COMPANIES LLLP

531.24K

Jun 30, 26

+57.38K

0.56%

Kanen Wealth Management LLC

490.45K

Jun 30, 26

0.52%

WOLVERINE ASSET MANAGEMENT LLC

378.12K

Jun 30, 26

-92.83K

0.40%

ABSOLUTE INVESTMENT ADVISERS, LLC

372.46K

Jun 30, 26

-96.70K

0.39%

Chicago Partners Investment Group LLC

333.69K

Jun 30, 26

-34.62K

0.35%

BANK OF AMERICA CORP /DE/

305.06K

Jun 30, 26

-11.54K

0.32%

Pathway Financial Advisers, LLC

285.89K

Jun 30, 26

+6.45K

0.30%

RFG Advisory, LLC

273.83K

Jun 30, 26

-13.24K

0.29%

FIRST TRUST ADVISORS LP

263.31K

Jun 30, 26

+32.92K

0.28%

ENVESTNET ASSET MANAGEMENT INC

239.44K

Jun 30, 26

+69.71K

0.25%

PIN OAK INVESTMENT ADVISORS INC

233.06K

Jun 30, 26

0.25%

Fortis Group Advisors, LLC

206.29K

Jun 30, 26

-4.28K

0.22%

Calamos Advisors LLC

175.50K

Jun 30, 26

+11.70K

0.18%

Quarry LP

175.13K

Jun 30, 26

-129.99K

0.18%

ROYAL BANK OF CANADA

141.22K

Jun 30, 26

-4.89K

0.15%

Cetera Investment Advisers

128.28K

Jun 30, 26

+18.60K

0.13%

ADVISOR GROUP HOLDINGS, INC.

118.18K

Jun 30, 26

+28.60K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

97.55K

Jun 30, 26

-771

0.10%

Steward Partners Investment Advisory, LLC

90.96K

Jun 30, 26

-2.85K

0.10%

STIFEL FINANCIAL CORP

83.43K

Jun 30, 26

-8.47K

0.09%

MELFA WEALTH MANAGEMENT, LLC

78.95K

Jun 30, 26

0.08%

CITADEL ADVISORS LLC

77.04K

Jun 30, 26

+48.87K

0.08%

TRUIST FINANCIAL CORP

72.16K

Jun 30, 26

0.08%

KELLEHER FINANCIAL ADVISORS

70.01K

Jun 30, 26

+35.70K

0.07%

NWF Advisory Services Inc.

64.33K

Jun 30, 26

+7.41K

0.07%

XTX Topco Ltd

60.93K

Jun 30, 26

+25.66K

0.06%

Stratos Wealth Partners, LTD.

59.24K

Jun 30, 26

-180

0.06%

Everstar Asset Management, LLC

53.18K

Jun 30, 26

0.06%

READYSTATE ASSET MANAGEMENT LP

52.50K

Jun 30, 26

+52.50K

0.06%

Concurrent Investment Advisors, LLC

52.35K

Jun 30, 26

+2.86K

0.06%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

50.98K

Jun 30, 26

0.05%

CHOREO, LLC

50.19K

Jun 30, 26

-4.93K

0.05%

Cambridge Investment Research Advisors, Inc.

44.68K

Jun 30, 26

-1.73K

0.05%

Logan Stone Capital, LLC

43.42K

Jun 30, 26

+43.42K

0.05%

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

41.77K

Jun 30, 26

+1.02K

0.04%

Global Retirement Partners, LLC

37.88K

Jun 30, 26

+37.88K

0.04%

Virtu Financial LLC

34.86K

Jun 30, 26

+9.60K

0.04%

Clearstead Advisors, LLC

34.38K

Jun 30, 26

0.04%

ACCREDITED INVESTOR SERVICES, LLC

32.14K

Jun 30, 26

+720

0.03%

DUDLEY CAPITAL MANAGEMENT, LLC

31.10K

Jun 30, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

30.16K

Jun 30, 26

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

29.88K

Jun 30, 26

-6.44K

0.03%

Merit Financial Group, LLC

26.83K

Jun 30, 26

+1.35K

0.03%

Uncommon Cents Investing LLC

26.33K

Jun 30, 26

0.03%

NewEdge Advisors, LLC

25.84K

Jun 30, 26

-3.00K

0.03%

Corps Capital Advisors, LLC

25.00K

Jun 30, 26

0.03%

OPPENHEIMER & CO INC

24.71K

Jun 30, 26

-1.30K

0.03%

IMC-Chicago, LLC

24.67K

Jun 30, 26

+24.67K

0.03%

PARK AVENUE SECURITIES LLC

24.34K

Jun 30, 26

-410

0.03%

Mariner, LLC

23.82K

Jun 30, 26

-4.01K

0.03%

Creative Planning

23.77K

Jun 30, 26

+1.62K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

23.26K

Jun 30, 26

+2.69K

0.02%

FIFTH THIRD BANCORP

22.99K

Jun 30, 26

+126

0.02%

Samalin Investment Counsel, LLC

22.88K

Jun 30, 26

+644

0.02%

BOOTHBAY FUND MANAGEMENT, LLC

22.61K

Jun 30, 26

-18.61K

0.02%

CAPTRUST FINANCIAL ADVISORS

22.06K

Jun 30, 26

+22.06K

0.02%

Advisory Services Network, LLC

22.00K

Jun 30, 26

+2.50K

0.02%

Fiera Capital Corp

20.51K

Jun 30, 26

+2.58K

0.02%

Aptus Capital Advisors, LLC

19.17K

Jun 30, 26

-1.11K

0.02%

Cape Investment Advisory, Inc.

18.30K

Jun 30, 26

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

16.63K

Jun 30, 26

-1

0.02%

Savvy Advisors, Inc.

16.45K

Jun 30, 26

0.02%

TWO SIGMA SECURITIES, LLC

15.99K

Jun 30, 26

+2.63K

0.02%

REUTER JAMES WEALTH MANAGEMENT, LLC

15.47K

Jun 30, 26

0.02%

Integrated Wealth Concepts LLC

15.18K

Jun 30, 26

0.02%

Lido Advisors, LLC

14.69K

Jun 30, 26

+14.69K

0.02%

Occidental Asset Management, LLC

13.79K

Jun 30, 26

0.01%

Pinnacle Wealth Planning Services, Inc.

13.40K

Jun 30, 26

-6

0.01%

One Capital Management, LLC

12.89K

Jun 30, 26

0.01%

JANE STREET GROUP, LLC

12.83K

Jun 30, 26

-27.97K

0.01%

GREEN SQUARE CAPITAL ADVISORS LLC

11.99K

Jun 30, 26

0.01%

RPg Family Wealth Advisory, LLC

11.67K

Jun 30, 26

0.01%

Equitable Holdings, Inc.

11.62K

Jun 30, 26

+189

0.01%

Alpine Global Management, LLC

10.47K

Jun 30, 26

+10.47K

0.01%

Stonebrook Private Inc.

10.47K

Jun 30, 26

+301

0.01%

Nova Wealth Management, Inc.

10.45K

Jun 30, 26

0.01%

WEDBUSH SECURITIES INC

10.15K

Jun 30, 26

-1.70K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

8.90K

Jun 30, 26

-2.00K

0.01%

US BANCORP \DE\

8.00K

Jun 30, 26

0.01%

Axiom Investment Management LLC

6.25K

Jun 30, 26

0.01%

WPG Advisers, LLC

5.63K

Jun 30, 26

-7

0.01%

SRS Capital Advisors, Inc.

5.12K

Jun 30, 26

+2.62K

0.01%

Spire Wealth Management

3.11K

Jun 30, 26

+89

0.00%

Pinnacle Bancorp, Inc.

1.70K

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

1.25K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.09K

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

750

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

587

Jun 30, 26

0.00%

Allworth Financial LP

486

Jun 30, 26

0.00%

MTM Investment Management, LLC

170

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

114

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Suncoast Equity Management

Jun 30, 26

-20.04K

NOMURA HOLDINGS INC

Jun 30, 26

-37.50K

Pekin Hardy Strauss, Inc.

Jun 30, 26

-13.97K

High Net Worth Advisory Group LLC

Jun 30, 26

-10.36K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Jun 30, 26

-14.83K

Sound Income Strategies, LLC

Jun 30, 26

-816

BlackRock, Inc.

Jun 30, 26

-2.40K

MAI Capital Management

Jun 30, 26

-6.47K

Independent Advisor Alliance

Jun 30, 26

-36.87K

Western Wealth Management, LLC

Jun 30, 26

-528

Private Advisor Group, LLC

Jun 30, 26

-16.52K

CHAPIN DAVIS, INC.

Jun 30, 26

-26.91K

Wilson & Boucher Capital Management, LLC

32.98K

Mar 31, 26

-3.13K

0.03%

Jackson Hole Capital Partners, LLC

14.20K

Mar 31, 26

0.01%

COMERICA BANK

28.98K

Dec 31, 25

-3.34K

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%