IQI(IQI)
IQI
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 1.18M | Mar 31, 26 | -127.37K | 2.22% |
| GUGGENHEIM CAPITAL LLC | 1.13M | Mar 31, 26 | -75.12K | 2.13% |
| Hennion & Walsh Asset Management, Inc. | 814.72K | Mar 31, 26 | -85.13K | 1.54% |
| MORGAN STANLEY | 760.60K | Mar 31, 26 | +88.09K | 1.44% |
| SIT INVESTMENT ASSOCIATES INC | 657.91K | Mar 31, 26 | -36.05K | 1.24% |
| LPL Financial LLC | 576.13K | Mar 31, 26 | -150.96K | 1.09% |
| WELLS FARGO & COMPANY/MN | 467.49K | Mar 31, 26 | +43.01K | 0.88% |
| Allianz Asset Management GmbH | 461.60K | Mar 31, 26 | -- | 0.87% |
| VAN ECK ASSOCIATES CORP | 343.52K | Mar 31, 26 | +37.66K | 0.65% |
| Advisors Asset Management, Inc. | 247.60K | Mar 31, 26 | -601 | 0.47% |
| ROYAL BANK OF CANADA | 244.87K | Mar 31, 26 | +11.49K | 0.46% |
| UBS Group AG | 225.08K | Mar 31, 26 | -28.51K | 0.43% |
| Cambridge Investment Research Advisors, Inc. | 221.15K | Mar 31, 26 | +32.66K | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 203.05K | Mar 31, 26 | +10.50K | 0.38% |
| AMERIPRISE FINANCIAL INC | 199.98K | Mar 31, 26 | -141.65K | 0.38% |
| STIFEL FINANCIAL CORP | 198.92K | Mar 31, 26 | -5.97K | 0.38% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 195.03K | Mar 31, 26 | -378.85K | 0.37% |
| Cetera Investment Advisers | 145.28K | Mar 31, 26 | +7.46K | 0.27% |
| JFS WEALTH ADVISORS, LLC | 144.84K | Mar 31, 26 | +181 | 0.27% |
| North Ground Capital | 130.40K | Mar 31, 26 | -107.97K | 0.25% |
| IFP Advisors, Inc | 124.15K | Mar 31, 26 | +75.92K | 0.23% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 120.68K | Mar 31, 26 | +10.36K | 0.23% |
| GOLDMAN SACHS GROUP INC | 104.15K | Mar 31, 26 | +334 | 0.20% |
| Lido Advisors, LLC | 102.33K | Mar 31, 26 | +719 | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 81.01K | Mar 31, 26 | -9.46K | 0.15% |
| Mariner, LLC | 76.42K | Mar 31, 26 | -- | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 75.25K | Mar 31, 26 | -200 | 0.14% |
| Cottage Street Advisors LLC | 65.00K | Mar 31, 26 | +55.00K | 0.12% |
| JANE STREET GROUP, LLC | 55.98K | Mar 31, 26 | +42.17K | 0.11% |
| Nuveen, LLC | 55.56K | Mar 31, 26 | -- | 0.11% |
| MML INVESTORS SERVICES, LLC | 49.89K | Mar 31, 26 | +382 | 0.09% |
| Alpine Global Management, LLC | 47.73K | Mar 31, 26 | -67.78K | 0.09% |
| Davis Investment Partners, LLC | 41.58K | Mar 31, 26 | +792 | 0.08% |
| Janney Montgomery Scott LLC | 40.51K | Mar 31, 26 | -2.34K | 0.08% |
| OPPENHEIMER & CO INC | 37.31K | Mar 31, 26 | +560 | 0.07% |
| Stratos Wealth Partners, LTD. | 36.55K | Mar 31, 26 | +7.68K | 0.07% |
| Rockefeller Capital Management L.P. | 35.07K | Mar 31, 26 | -9.21K | 0.07% |
| Savant Capital, LLC | 33.13K | Mar 31, 26 | +3.45K | 0.06% |
| Hardin Capital Partners, LLC | 32.50K | Mar 31, 26 | -- | 0.06% |
| Cornerstone Wealth Management, LLC | 30.68K | Mar 31, 26 | +15.34K | 0.06% |
| CWM, LLC | 30.37K | Mar 31, 26 | +25.88K | 0.06% |
| Atomi Financial Group, Inc. | 30.04K | Mar 31, 26 | +1.76K | 0.06% |
| Concurrent Investment Advisors, LLC | 29.20K | Mar 31, 26 | +13.38K | 0.06% |
| Capital Investment Advisors, LLC | 24.49K | Mar 31, 26 | -1.06K | 0.05% |
| Compass Financial Group, INC/SD | 24.37K | Mar 31, 26 | -- | 0.05% |
| Tyche Wealth Partners LLC | 23.96K | Mar 31, 26 | +280 | 0.05% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 21.96K | Mar 31, 26 | -150 | 0.04% |
| Mutual Advisors, LLC | 21.80K | Mar 31, 26 | +21.80K | 0.04% |
| Ashton Thomas Private Wealth, LLC | 21.10K | Mar 31, 26 | +6.10K | 0.04% |
| Kercheville Advisors, LLC | 21.00K | Mar 31, 26 | +5.00K | 0.04% |
| Fortitude Advisory Group L.L.C. | 20.86K | Mar 31, 26 | -- | 0.04% |
| Virtu Financial LLC | 20.15K | Mar 31, 26 | +20.15K | 0.04% |
| AlphaCore Capital LLC | 19.39K | Mar 31, 26 | +367 | 0.04% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15.70K | Mar 31, 26 | -- | 0.03% |
| MELFA WEALTH MANAGEMENT, LLC | 15.34K | Mar 31, 26 | -- | 0.03% |
| Sowell Financial Services LLC | 15.30K | Mar 31, 26 | -- | 0.03% |
| River Street Advisors LLC | 15.21K | Mar 31, 26 | -- | 0.03% |
| FIRST TRUST ADVISORS LP | 14.97K | Mar 31, 26 | +272 | 0.03% |
| HRT FINANCIAL LP | 14.09K | Mar 31, 26 | +14.09K | 0.03% |
| Steward Partners Investment Advisory, LLC | 14.06K | Mar 31, 26 | +114 | 0.03% |
| BAR HARBOR WEALTH MANAGEMENT | 13.35K | Mar 31, 26 | -- | 0.03% |
| Successful Portfolios LLC | 13.25K | Mar 31, 26 | -583 | 0.03% |
| HighTower Advisors, LLC | 12.39K | Mar 31, 26 | -2.49K | 0.02% |
| Citizens National Bank Trust Department | 11.90K | Mar 31, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 11.40K | Mar 31, 26 | +450 | 0.02% |
| Pensionmark Financial Group, LLC | 11.37K | Mar 31, 26 | -4 | 0.02% |
| Bramshill Investments, LLC | 11.30K | Mar 31, 26 | -- | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10.93K | Mar 31, 26 | +21 | 0.02% |
| MONEY CONCEPTS CAPITAL CORP | 10.65K | Mar 31, 26 | -- | 0.02% |
| Live Oak Private Wealth LLC | 10.48K | Mar 31, 26 | -- | 0.02% |
| CITADEL ADVISORS LLC | 10.36K | Mar 31, 26 | -73.32K | 0.02% |
| Brinker Capital Investments, LLC | 10.11K | Mar 31, 26 | +10.11K | 0.02% |
| PETRA FINANCIAL ADVISORS INC | 10.00K | Mar 31, 26 | -- | 0.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 6.15K | Mar 31, 26 | +6.15K | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 5.21K | Mar 31, 26 | +3.99K | 0.01% |
| JPMORGAN CHASE & CO | 3.89K | Mar 31, 26 | +3.89K | 0.01% |
| Noble Wealth Management PBC | 3.50K | Mar 31, 26 | -- | 0.01% |
| US BANCORP \DE\ | 3.29K | Mar 31, 26 | -- | 0.01% |
| CITIGROUP INC | 3.06K | Mar 31, 26 | -- | 0.01% |
| Quent Capital, LLC | 2.93K | Mar 31, 26 | +105 | 0.01% |
| MAI Capital Management | 2.81K | Mar 31, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.56K | Mar 31, 26 | +2.56K | 0.00% |
| EASTERN BANK | 2.29K | Mar 31, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 2.00K | Mar 31, 26 | -- | 0.00% |
| ORG Wealth Partners, LLC | 1.72K | Mar 31, 26 | -- | 0.00% |
| Penserra Capital Management LLC | 1.43K | Mar 31, 26 | +1.43K | 0.00% |
| Clear Point Advisors Inc. | 1.41K | Mar 31, 26 | +1.41K | 0.00% |
| Spire Wealth Management | 1.30K | Mar 31, 26 | -- | 0.00% |
| IFG Advisory, LLC | 1.05K | Mar 31, 26 | +1.05K | 0.00% |
| FIRST HORIZON CORP | 1.00K | Mar 31, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 954 | Mar 31, 26 | -- | 0.00% |
| Community Financial Services Group, LLC | 877 | Mar 31, 26 | +877 | 0.00% |
| ASSETMARK, INC | 500 | Mar 31, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 400 | Mar 31, 26 | -- | 0.00% |
| Financial Perspectives, Inc | 362 | Mar 31, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 339 | Mar 31, 26 | -- | 0.00% |
| GoalVest Advisory LLC | 313 | Mar 31, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 213 | Mar 31, 26 | +213 | 0.00% |
| Sound Income Strategies, LLC | 9 | Mar 31, 26 | -1.20K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1 | Mar 31, 26 | -- | 0.00% |
| StoneX Group Inc. | -- | Mar 31, 26 | -67.30K | -- |
| FIRST INTERSTATE BANK | -- | Mar 31, 26 | -12.51K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -3.50K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -14.86K | -- |
| Allspring Global Investments Holdings, LLC | -- | Mar 31, 26 | -372.97K | -- |
| Stratos Wealth Advisors, LLC | -- | Mar 31, 26 | -239.80K | -- |
| RAYMOND JAMES FINANCIAL INC | 1.30M | Dec 31, 25 | +6.94K | 2.47% |
| GUGGENHEIM CAPITAL LLC | 1.20M | Dec 31, 25 | +163.27K | 2.28% |
| MORGAN STANLEY | 672.51K | Dec 31, 25 | +32.91K | 1.27% |
| NewEdge Advisors, LLC | 403.04K | Dec 31, 25 | +260.44K | 0.76% |
| AMERIPRISE FINANCIAL INC | 341.63K | Dec 31, 25 | -10.63K | 0.65% |
| Alpine Global Management, LLC | 115.51K | Dec 31, 25 | +3.01K | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 110.32K | Dec 31, 25 | +21.57K | 0.21% |
| GOLDMAN SACHS GROUP INC | 103.81K | Dec 31, 25 | -2.79K | 0.20% |
| Lido Advisors, LLC | 101.61K | Dec 31, 25 | -- | 0.19% |
| CENTAURUS FINANCIAL, INC. | 96.92K | Dec 31, 25 | +6.68K | 0.18% |
| CITADEL ADVISORS LLC | 83.68K | Dec 31, 25 | +83.68K | 0.16% |
| Mariner, LLC | 76.42K | Dec 31, 25 | +26.50K | 0.14% |
| BANK OF AMERICA CORP /DE/ | 61.74K | Dec 31, 25 | +4.80K | 0.12% |
| Rockefeller Capital Management L.P. | 44.28K | Dec 31, 25 | -4.10K | 0.08% |
| Atomi Financial Group, Inc. | 28.28K | Dec 31, 25 | +6.27K | 0.05% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 22.11K | Dec 31, 25 | -- | 0.04% |
| AlphaCore Capital LLC | 19.02K | Dec 31, 25 | -2.13K | 0.04% |
| Bramshill Investments, LLC | 11.30K | Dec 31, 25 | -12.55K | 0.02% |
| CWM, LLC | 4.49K | Dec 31, 25 | -- | 0.01% |
| US BANCORP \DE\ | 3.29K | Dec 31, 25 | -- | 0.01% |
| MAI Capital Management | 2.81K | Dec 31, 25 | -- | 0.01% |
| Global Retirement Partners, LLC | 1.14K | Dec 31, 25 | +342 | 0.00% |
| Talon Private Wealth, LLC | 1.99K | Jun 30, 25 | +1.99K | 0.00% |
| First Horizon Advisors, Inc. | 1.00K | Jun 30, 25 | -- | 0.00% |
| Sandy Spring Bank | 250 | Mar 31, 25 | +250 | 0.00% |
| Nuveen Asset Management, LLC | 78.18K | Dec 31, 24 | -- | 0.15% |
| RAYMOND JAMES & ASSOCIATES | 725.91K | Sep 30, 24 | -35.89K | 1.37% |
| Raymond James Financial Services Advisors, Inc. | 467.73K | Sep 30, 24 | +255.07K | 0.88% |
| M&R CAPITAL MANAGEMENT INC | 1.10K | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 121.23K | Jun 30, 24 | -- | 0.23% |
| Cetera Advisor Networks LLC | 109.82K | Mar 31, 24 | +3.00K | 0.21% |
| CAMBRIDGE TRUST CO | -- | Mar 31, 24 | -730 | -- |
| Claybrook Capital, LLC | 244.54K | Sep 30, 23 | -- | 0.46% |
| ADVISOR PARTNERS II, LLC | 183.82K | Sep 30, 23 | +183.82K | 0.35% |
| Kistler-Tiffany Companies, LLC | 4.98K | Jun 30, 23 | +4.98K | 0.01% |
| Baldrige Asset Management LLC | 4.50K | Mar 31, 23 | -- | 0.01% |
| Ahrens Investment Partners LLC | 2.50K | Mar 31, 23 | +2.50K | 0.00% |
| Legacy Wealth Planning, LLC | 90.21K | Sep 30, 22 | +7.92K | 0.17% |
| Hightower 6M Holding, LLC | 66.17K | Sep 30, 22 | +18.70K | 0.13% |
| EATON VANCE MANAGEMENT | 40.01K | Sep 30, 22 | +47 | 0.08% |
| ACG Wealth | -- | Sep 30, 22 | -1.35K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 434.63K | Mar 31, 22 | +49.26K | 0.82% |
| 6 Meridian | 42.15K | Dec 31, 21 | -4.44K | 0.08% |
| REILLY FINANCIAL ADVISORS, LLC | -- | Dec 31, 21 | -78 | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 27.30K | Sep 30, 21 | -2.20K | 0.05% |
| Reby Advisors, LLC | 3.79K | Dec 31, 20 | +3.79K | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 134.69K | Dec 31, 19 | +5.03K | 0.25% |
| Advisor Group, Inc. | 17.74K | Dec 31, 19 | -- | 0.03% |
| Horizon Kinetics LLC | 58.19K | Dec 31, 18 | -- | 0.11% |
| BREMER TRUST NATIONAL ASSOCIATION | 11.55K | Dec 31, 18 | -- | 0.02% |
| FinTrust Investment Advisory Services, LLC | 50.53K | Mar 31, 18 | +4.53K | 0.10% |
| Commonwealth Equity Services, Inc | 34.00K | Jun 30, 17 | -1.89K | 0.06% |
| FIRST FINANCIAL EQUITY CORPORATION | 12.35K | Mar 31, 17 | +12.35K | 0.02% |
| LBA Wealth Management, LLC | 1.14K | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 8.10K | Dec 31, 16 | +67 | 0.02% |
| Samson Capital Advisors LLC | 166.47K | Sep 30, 15 | +166.47K | 0.31% |
| UBS AG | 90.82K | Sep 30, 14 | -15.36K | 0.17% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -19.36K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 37.13K | Sep 30, 13 | -2.00K | 0.07% |
| KNIGHT CAPITAL GROUP LLC | 23.85K | Jun 30, 13 | +23.85K | 0.05% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 627.96K | Jun 30, 10 | +627.96K | 1.19% |