Nuveen Floating Rate Income Fund(JFR)

$7.46▼-0.14 (-1.84%)

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Nuveen Floating Rate Income Fund(JFR)

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$7.46▼-0.14 (-1.84%)

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JFR(JFR)

JFR

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Institutional Ownership

Top 297 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	6.07M	Mar 31, 26	-389.65K	4.53%
SIT INVESTMENT ASSOCIATES INC	4.64M	Mar 31, 26	+61.75K	3.46%
Congress Park Capital LLC	3.12M	Mar 31, 26	+936.57K	2.33%
Invesco Ltd.	2.94M	Mar 31, 26	+19.93K	2.20%
LOOMIS SAYLES & CO L P	2.90M	Mar 31, 26	+2.90M	2.16%
Penserra Capital Management LLC	2.78M	Mar 31, 26	+257.60K	2.08%
LPL Financial LLC	2.62M	Mar 31, 26	-279.25K	1.96%
WELLS FARGO & COMPANY/MN	2.49M	Mar 31, 26	+877.61K	1.86%
1607 Capital Partners, LLC	2.16M	Mar 31, 26	+1.67M	1.61%
GUGGENHEIM CAPITAL LLC	1.95M	Mar 31, 26	-248.08K	1.45%
Cyndeo Wealth Partners, LLC	1.80M	Mar 31, 26	+265.10K	1.34%
ICON ADVISERS INC/CO	1.72M	Mar 31, 26	+19.29K	1.28%
RAYMOND JAMES FINANCIAL INC	1.58M	Mar 31, 26	+193.42K	1.18%
Advisors Asset Management, Inc.	1.55M	Mar 31, 26	+145.63K	1.16%
ROYAL BANK OF CANADA	1.28M	Mar 31, 26	+178.98K	0.95%
BALYASNY ASSET MANAGEMENT L.P.	939.19K	Mar 31, 26	-64.52K	0.70%
UBS Group AG	914.69K	Mar 31, 26	+92.20K	0.68%
COHEN & STEERS, INC.	853.26K	Mar 31, 26	--	0.64%
AMERIPRISE FINANCIAL INC	831.94K	Mar 31, 26	+64.65K	0.62%
Rockefeller Capital Management L.P.	730.40K	Mar 31, 26	-30.12K	0.54%
Thomas J. Herzfeld Advisors, Inc.	713.29K	Mar 31, 26	-163.66K	0.53%
Ethos Financial Group, LLC	646.39K	Mar 31, 26	--	0.48%
Logan Stone Capital, LLC	502.05K	Mar 31, 26	-780.70K	0.37%
ENVESTNET ASSET MANAGEMENT INC	474.09K	Mar 31, 26	-262.60K	0.35%
Cetera Investment Advisers	453.54K	Mar 31, 26	+62.76K	0.34%
Almitas Capital LLC	411.63K	Mar 31, 26	+293.68K	0.31%
Coastal Bridge Advisors, LLC	406.97K	Mar 31, 26	-46.86K	0.30%
ABSOLUTE INVESTMENT ADVISERS, LLC	391.24K	Mar 31, 26	+102.06K	0.29%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	384.14K	Mar 31, 26	+20.00K	0.29%
GraniteShares Advisors LLC	309.75K	Mar 31, 26	-35.45K	0.23%
Baird Financial Group, Inc.	305.52K	Mar 31, 26	-603	0.23%
JANE STREET GROUP, LLC	304.72K	Mar 31, 26	-241.69K	0.23%
Saba Capital Management, L.P.	300.02K	Mar 31, 26	+300.02K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	298.10K	Mar 31, 26	-23.65K	0.22%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	289.16K	Mar 31, 26	+6.06K	0.22%
WOLVERINE ASSET MANAGEMENT LLC	271.05K	Mar 31, 26	-16.09K	0.20%
Matisse Capital	250.00K	Mar 31, 26	+250.00K	0.19%
RFG Advisory, LLC	239.83K	Mar 31, 26	+92.90K	0.18%
HARBOUR INVESTMENTS, INC.	239.61K	Mar 31, 26	+115.64K	0.18%
Capital Investment Advisors, LLC	224.47K	Mar 31, 26	-11.46K	0.17%
Aviance Capital Partners, LLC	199.52K	Mar 31, 26	+14.68K	0.15%
HOURGLASS CAPITAL, LLC	197.52K	Mar 31, 26	+197.52K	0.15%
READYSTATE ASSET MANAGEMENT LP	196.08K	Mar 31, 26	+67.16K	0.15%
ADVISOR GROUP HOLDINGS, INC.	186.80K	Mar 31, 26	-30.09K	0.14%
Kovack Advisors, Inc.	168.67K	Mar 31, 26	+81.83K	0.13%
Cambridge Investment Research Advisors, Inc.	165.26K	Mar 31, 26	-25.09K	0.12%
Quarry LP	150.10K	Mar 31, 26	+34.73K	0.11%
Advisory Services Network, LLC	125.27K	Mar 31, 26	+8.83K	0.09%
HORIZON KINETICS ASSET MANAGEMENT LLC	119.31K	Mar 31, 26	--	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	117.67K	Mar 31, 26	-2.16K	0.09%
Arlington Capital Management, Inc.	112.68K	Mar 31, 26	+112.68K	0.08%
MELFA WEALTH MANAGEMENT, LLC	107.22K	Mar 31, 26	--	0.08%
XTX Topco Ltd	103.51K	Mar 31, 26	-23.25K	0.08%
Kestra Advisory Services, LLC	101.76K	Mar 31, 26	+37.33K	0.08%
CHOREO, LLC	101.28K	Mar 31, 26	-55.06K	0.08%
Janney Montgomery Scott LLC	99.79K	Mar 31, 26	-436	0.07%
Sigma Planning Corp	97.97K	Mar 31, 26	+10	0.07%
HighTower Advisors, LLC	96.53K	Mar 31, 26	-12.84K	0.07%
Ionic Capital Management LLC	94.36K	Mar 31, 26	+94.36K	0.07%
CastleKnight Management LP	87.40K	Mar 31, 26	--	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	80.65K	Mar 31, 26	-13.65K	0.06%
Yakira Capital Management, Inc.	77.78K	Mar 31, 26	-1.73K	0.06%
Blackhawk Capital Partners LLC.	75.62K	Mar 31, 26	-9.10K	0.06%
Cerity Partners LLC	74.53K	Mar 31, 26	+34.70K	0.06%
Virtus Investment Advisers, Inc.	74.36K	Mar 31, 26	-12.10K	0.06%
ROBINSON CAPITAL MANAGEMENT, LLC	73.89K	Mar 31, 26	--	0.06%
FIRST TRUST ADVISORS LP	73.86K	Mar 31, 26	-11.34K	0.06%
Gladstone Institutional Advisory LLC	72.45K	Mar 31, 26	+4.00K	0.05%
GILL CAPITAL PARTNERS, LLC	69.97K	Mar 31, 26	+20	0.05%
Edgemoor Investment Advisors, Inc.	68.42K	Mar 31, 26	--	0.05%
Private Advisor Group, LLC	65.15K	Mar 31, 26	+22.12K	0.05%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	64.40K	Mar 31, 26	-186.79K	0.05%
STIFEL FINANCIAL CORP	62.77K	Mar 31, 26	-2.72K	0.05%
Seelaus Asset Management LLC	60.91K	Mar 31, 26	-8.69K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	56.08K	Mar 31, 26	-1.74K	0.04%
Steward Partners Investment Advisory, LLC	55.55K	Mar 31, 26	-2.37K	0.04%
Collar Capital Management, LLC	54.38K	Mar 31, 26	--	0.04%
New England Private Wealth Advisors LLC	52.43K	Mar 31, 26	--	0.04%
WORLD EQUITY GROUP, INC.	51.69K	Mar 31, 26	+2.74K	0.04%
OPPENHEIMER & CO INC	49.35K	Mar 31, 26	-6.15K	0.04%
Shaker Financial Services, LLC	46.00K	Mar 31, 26	-67.97K	0.03%
Fortitude Advisory Group L.L.C.	45.78K	Mar 31, 26	--	0.03%
Colony Group, LLC	44.44K	Mar 31, 26	+44.44K	0.03%
CONNING INC.	43.05K	Mar 31, 26	--	0.03%
Koshinski Asset Management, Inc.	40.84K	Mar 31, 26	-4.93K	0.03%
Golden State Equity Partners	40.51K	Mar 31, 26	+40.51K	0.03%
Spire Wealth Management	40.50K	Mar 31, 26	-3.00K	0.03%
Calamos Advisors LLC	40.41K	Mar 31, 26	+40.41K	0.03%
RVW Wealth, LLC	40.35K	Mar 31, 26	--	0.03%
Concurrent Investment Advisors, LLC	39.58K	Mar 31, 26	+54	0.03%
E&G Advisors, LP	35.73K	Mar 31, 26	-600	0.03%
CoreCap Advisors, LLC	34.37K	Mar 31, 26	-6.61K	0.03%
NOMURA HOLDINGS INC	32.04K	Mar 31, 26	-5.34K	0.02%
Integrated Wealth Concepts LLC	31.70K	Mar 31, 26	+810	0.02%
CALTON & ASSOCIATES, INC.	31.45K	Mar 31, 26	-4.01K	0.02%
HBK Sorce Advisory LLC	30.12K	Mar 31, 26	--	0.02%
Sanctuary Advisors, LLC	29.34K	Mar 31, 26	-204	0.02%
MERCER GLOBAL ADVISORS INC /ADV	28.57K	Mar 31, 26	+6.60K	0.02%
Savvy Advisors, Inc.	28.45K	Mar 31, 26	-14.25K	0.02%
SHEETS SMITH WEALTH MANAGEMENT	26.01K	Mar 31, 26	--	0.02%
Beacon Pointe Advisors, LLC	25.25K	Mar 31, 26	-1.63K	0.02%
Centurion Wealth Management LLC	23.92K	Mar 31, 26	--	0.02%
Next Capital Management LLC	23.40K	Mar 31, 26	-6.46K	0.02%
FIFTH THIRD BANCORP	23.19K	Mar 31, 26	+23.19K	0.02%
CAPTRUST FINANCIAL ADVISORS	21.84K	Mar 31, 26	--	0.02%
Shulman DeMeo Asset Management LLC	21.27K	Mar 31, 26	-370	0.02%
D.A. DAVIDSON & CO.	20.31K	Mar 31, 26	-2.66K	0.02%
Grove Bank & Trust	20.00K	Mar 31, 26	--	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	19.98K	Mar 31, 26	-81	0.01%
ACCREDITED INVESTOR SERVICES, LLC	18.98K	Mar 31, 26	-4.77K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18.04K	Mar 31, 26	-21.04K	0.01%
Investment Advisory Group, LLC	17.98K	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	17.83K	Mar 31, 26	+631	0.01%
Snowden Capital Advisors LLC	17.45K	Mar 31, 26	+17.45K	0.01%
Keyes, Stange & Wooten Wealth Management, LLC	17.32K	Mar 31, 26	--	0.01%
Quadcap Wealth Management, LLC	16.95K	Mar 31, 26	-8.71K	0.01%
Camelot Portfolios, LLC	16.55K	Mar 31, 26	--	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	16.48K	Mar 31, 26	+16.48K	0.01%
NWF Advisory Services Inc.	16.45K	Mar 31, 26	-12.50K	0.01%
Mariner, LLC	15.73K	Mar 31, 26	-6.63K	0.01%
Merit Financial Group, LLC	15.27K	Mar 31, 26	-4.04K	0.01%
Summit Financial, LLC	14.99K	Mar 31, 26	+535	0.01%
Stratos Wealth Advisors, LLC	14.69K	Mar 31, 26	+316	0.01%
Atomi Financial Group, Inc.	14.65K	Mar 31, 26	+2.04K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.49K	Mar 31, 26	-27.46K	0.01%
Hunter Perkins Capital Management, LLC	13.18K	Mar 31, 26	+13.18K	0.01%
Burford Brothers, Inc.	13.07K	Mar 31, 26	--	0.01%
ProVise Management Group, LLC	12.97K	Mar 31, 26	-1.24K	0.01%
Bank of New York Mellon Corp	12.89K	Mar 31, 26	+12.89K	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	12.75K	Mar 31, 26	+295	0.01%
Virtu Financial LLC	12.69K	Mar 31, 26	-84.25K	0.01%
PARK AVENUE SECURITIES LLC	12.62K	Mar 31, 26	-5.28K	0.01%
WEDBUSH SECURITIES INC	12.44K	Mar 31, 26	-2.71K	0.01%
Chicago Partners Investment Group LLC	12.19K	Mar 31, 26	+142	0.01%
Pinnacle Wealth Planning Services, Inc.	12.13K	Mar 31, 26	-3.13K	0.01%
GM Advisory Group, Inc.	11.95K	Mar 31, 26	--	0.01%
Wealth Alliance Advisory Group, LLC	11.74K	Mar 31, 26	--	0.01%
WESTBOURNE INVESTMENTS, INC.	11.65K	Mar 31, 26	--	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11.27K	Mar 31, 26	+10.51K	0.01%
M.E. ALLISON & CO., INC.	10.79K	Mar 31, 26	--	0.01%
Creative Planning	10.49K	Mar 31, 26	+10.49K	0.01%
Stratos Wealth Partners, LTD.	10.42K	Mar 31, 26	-6.02K	0.01%
IEQ CAPITAL, LLC	10.38K	Mar 31, 26	--	0.01%
Samalin Investment Counsel, LLC	10.33K	Mar 31, 26	+206	0.01%
Cassaday & Co Wealth Management LLC	5.40K	Mar 31, 26	+5.40K	0.00%
BNP PARIBAS ARBITRAGE, SNC	5.21K	Mar 31, 26	--	0.00%
Global Wealth Strategies & Associates	4.85K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	4.72K	Mar 31, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	3.17K	Mar 31, 26	--	0.00%
Allworth Financial LP	2.90K	Mar 31, 26	-2.02K	0.00%
WPG Advisers, LLC	2.87K	Mar 31, 26	-1.04K	0.00%
BOKF, NA	2.38K	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	2.13K	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	2.10K	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	2.00K	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	1.83K	Mar 31, 26	+39	0.00%
Bogart Wealth, LLC	1.58K	Mar 31, 26	--	0.00%
FNY Investment Advisers, LLC	1.20K	Mar 31, 26	+1.20K	0.00%
MAI Capital Management	1.00K	Mar 31, 26	--	0.00%
CWM, LLC	866	Mar 31, 26	-3.82K	0.00%
WHITTIER TRUST CO OF NEVADA INC	726	Mar 31, 26	+726	0.00%
Geneos Wealth Management Inc.	612	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	550	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	500	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	500	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	377	Mar 31, 26	+377	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	300	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	150	Mar 31, 26	+4	0.00%
Tower Research Capital LLC (TRC)	16	Mar 31, 26	+3	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
RIVERNORTH CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-2.77M	--
Vident Advisory, LLC	--	Mar 31, 26	-14.97K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-27.16K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Mar 31, 26	-252.52K	--
BFSG, LLC	--	Mar 31, 26	-4.64K	--
Marex Group plc	--	Mar 31, 26	-209.91K	--
StoneX Group Inc.	--	Mar 31, 26	-29.18K	--
MML INVESTORS SERVICES, LLC	--	Mar 31, 26	-12.48K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-47.94K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-372.65K	--
DIVERSIFY WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-29.20K	--
Icon Wealth Advisors, LLC	--	Mar 31, 26	-10.63K	--
MISSION WEALTH MANAGEMENT, LP	--	Mar 31, 26	-16.29K	--
DV Trading LLC	--	Mar 31, 26	-2	--
CULLEN/FROST BANKERS, INC.	--	Mar 31, 26	-15.00K	--
MARINER INVESTMENT GROUP LLC	--	Mar 31, 26	-633.49K	--
M Holdings Securities, Inc.	--	Mar 31, 26	-25.88K	--
Wealth Preservation Advisors, LLC	--	Mar 31, 26	-965	--
HRT FINANCIAL LP	--	Mar 31, 26	-21.85K	--
Pathstone Holdings, LLC	--	Mar 31, 26	-279.51K	--
TrueMark Investments, LLC	--	Mar 31, 26	-47.31K	--
MORGAN STANLEY	6.46M	Dec 31, 25	-889.70K	4.82%
GUGGENHEIM CAPITAL LLC	2.19M	Dec 31, 25	+25.80K	1.64%
BANK OF AMERICA CORP /DE/	2.06M	Dec 31, 25	-513.40K	1.54%
ICON ADVISERS INC/CO	1.70M	Dec 31, 25	+1.13M	1.27%
RAYMOND JAMES FINANCIAL INC	1.38M	Dec 31, 25	+44.21K	1.03%
Logan Stone Capital, LLC	1.28M	Dec 31, 25	+1.18M	0.96%
BALYASNY ASSET MANAGEMENT L.P.	1.00M	Dec 31, 25	+840.13K	0.75%
Kanen Wealth Management LLC	767.43K	Dec 31, 25	+259.53K	0.57%
AMERIPRISE FINANCIAL INC	767.29K	Dec 31, 25	+56.51K	0.57%
Rockefeller Capital Management L.P.	760.51K	Dec 31, 25	-127.09K	0.57%
1607 Capital Partners, LLC	490.67K	Dec 31, 25	+490.67K	0.37%
Coastal Bridge Advisors, LLC	453.83K	Dec 31, 25	-80.94K	0.34%
Baird Financial Group, Inc.	306.12K	Dec 31, 25	-308.20K	0.23%
NewEdge Advisors, LLC	194.75K	Dec 31, 25	-9.50K	0.15%
HORIZON KINETICS ASSET MANAGEMENT LLC	119.31K	Dec 31, 25	-650	0.09%
Almitas Capital LLC	117.95K	Dec 31, 25	+117.95K	0.09%
Advisory Services Network, LLC	116.43K	Dec 31, 25	+7.85K	0.09%
Virtu Financial LLC	96.94K	Dec 31, 25	+73.98K	0.07%
CastleKnight Management LP	87.40K	Dec 31, 25	+87.40K	0.07%
Gladstone Institutional Advisory LLC	68.45K	Dec 31, 25	-5.42K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	57.82K	Dec 31, 25	+8.98K	0.04%
Collar Capital Management, LLC	54.38K	Dec 31, 25	-1.20K	0.04%
Global Retirement Partners, LLC	47.40K	Dec 31, 25	+45.36K	0.04%
ORG Partners LLC	40.81K	Dec 31, 25	+768	0.03%
Cerity Partners LLC	39.83K	Dec 31, 25	-95	0.03%
NOMURA HOLDINGS INC	37.38K	Dec 31, 25	+37.38K	0.03%
CALTON & ASSOCIATES, INC.	35.46K	Dec 31, 25	-5.80K	0.03%
CITADEL ADVISORS LLC	27.16K	Dec 31, 25	+8.48K	0.02%
Quadcap Wealth Management, LLC	25.66K	Dec 31, 25	--	0.02%
Mariner, LLC	22.36K	Dec 31, 25	-7.74K	0.02%
HRT FINANCIAL LP	21.85K	Dec 31, 25	+21.85K	0.02%
CAPTRUST FINANCIAL ADVISORS	21.84K	Dec 31, 25	+3.20K	0.02%
COMERICA BANK	18.38K	Dec 31, 25	+964	0.01%
MISSION WEALTH MANAGEMENT, LP	16.29K	Dec 31, 25	-9.87K	0.01%
QSV Equity Investors LLC	13.18K	Dec 31, 25	--	0.01%
Concorde Asset Management, LLC	12.79K	Dec 31, 25	+12.79K	0.01%
Atomi Financial Group, Inc.	12.61K	Dec 31, 25	+12.61K	0.01%
MGB Wealth Management, LLC	12.19K	Dec 31, 25	+502	0.01%
WESTBOURNE INVESTMENTS, INC.	11.65K	Dec 31, 25	--	0.01%
Allworth Financial LP	4.92K	Dec 31, 25	--	0.00%
CWM, LLC	4.69K	Dec 31, 25	+3.47K	0.00%
CoreFirst Bank & Trust	2.08K	Dec 31, 25	--	0.00%
MAI Capital Management	1.00K	Dec 31, 25	+1.00K	0.00%
Wealth Preservation Advisors, LLC	965	Dec 31, 25	--	0.00%
DV Trading LLC	2	Dec 31, 25	+2	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.96K	--
JONES FINANCIAL COMPANIES LLLP	--	Dec 31, 25	-1.34K	--
Bramshill Investments, LLC	--	Dec 31, 25	-109.49K	--
US BANCORP \DE\	--	Dec 31, 25	-2.00K	--
WETHERBY ASSET MANAGEMENT INC	19.38K	Sep 30, 25	--	0.01%
Binnacle Investments Inc	3.34K	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	145.41K	Jun 30, 25	+1.84K	0.11%
CAROLINAS WEALTH CONSULTING LLC	34.42K	Mar 31, 25	--	0.03%
Lindbrook Capital, LLC	120	Mar 31, 25	--	0.00%
Kades & Cheifetz LLC	209.28K	Dec 31, 24	-7.68K	0.16%
WR Wealth Planners, LLC	230	Dec 31, 24	--	0.00%
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-1.28K	--
Raymond James Financial Services Advisors, Inc.	935.47K	Sep 30, 24	+10.22K	0.70%
RAYMOND JAMES & ASSOCIATES	450.55K	Sep 30, 24	-3.56K	0.34%
BENJAMIN F. EDWARDS & COMPANY, INC.	4.50K	Jun 30, 24	+1.20K	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-3.00K	--
Cetera Advisors LLC	57.91K	Mar 31, 24	+11.10K	0.04%
Cetera Advisor Networks LLC	37.08K	Mar 31, 24	+7.04K	0.03%
Charles Schwab Investment Advisory, Inc.	24.30K	Mar 31, 24	--	0.02%
InterOcean Capital Group, LLC	19.52K	Mar 31, 24	+19.52K	0.01%
Highlander Capital Management, LLC	3.40K	Mar 31, 24	--	0.00%
Baystate Wealth Management LLC	2.03K	Dec 31, 23	+2.03K	0.00%
ADVISOR PARTNERS II, LLC	111.32K	Sep 30, 23	+111.32K	0.08%
Lumature Wealth Partners, LLC	33.00K	Jun 30, 23	--	0.02%
CTC Capital Management, LLC	10.70K	Mar 31, 23	--	0.01%
Gallagher Benefit Services, Inc.	104.02K	Dec 31, 22	+104.02K	0.08%
F3Logic, LLC	104.02K	Dec 31, 22	+29.94K	0.08%
EATON VANCE MANAGEMENT	387.18K	Sep 30, 22	-386.18K	0.29%
Lloyd Park, LLC	46.67K	Sep 30, 22	+455	0.03%
American Portfolios Advisors	3.69K	Sep 30, 22	-3.71K	0.00%
FourThought Financial, LLC	110	Sep 30, 22	+110	0.00%
B. Riley Wealth Management, Inc.	32.15K	Jun 30, 22	+11.29K	0.02%
Fieldpoint Private Securities, LLC	--	Jun 30, 22	-1.53K	--
NEXT Financial Group, Inc	26.03K	Dec 31, 21	-2.00K	0.02%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	109.08K	Sep 30, 21	-19.23K	0.08%
Pinnacle Wealth Advisors	1.28K	Jun 30, 21	+1.28K	0.00%
Winslow, Evans & Crocker, Inc.	6.06K	Dec 31, 20	+4.86K	0.00%
FRONTIER INVESTMENT MGMT CO	15.64K	Jun 30, 20	--	0.01%
Chapwood Capital Investment Management, LLC	306.54K	Dec 31, 19	+306.54K	0.23%
LADENBURG THALMANN FINANCIAL SERVICES INC.	56.28K	Dec 31, 19	+5.81K	0.04%
Advisor Group, Inc.	38.90K	Dec 31, 19	+7.03K	0.03%
BB&T SECURITIES, LLC	35.63K	Sep 30, 19	+6.50K	0.03%
HL FINANCIAL SERVICES LLC	210.63K	Mar 31, 19	+34.50K	0.16%
RESTRUCTURING CAPITAL ASSOCIATES LP	--	Mar 31, 19	-491.64K	--
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	26.85K	Dec 31, 18	+26.85K	0.02%
Horizon Kinetics LLC	--	Dec 31, 18	-10.11K	--
SII INVESTMENTS INC/WI	11.00K	Dec 31, 17	-9.80K	0.01%
GIRARD SECURITIES, INC.	--	Sep 30, 17	-18.21K	--
Commonwealth Equity Services, Inc	84.42K	Jun 30, 17	-1.77K	0.06%
WFG Advisors, LP	1.12K	Jun 30, 17	-3.28K	0.00%
MSI Financial Services Inc	6.20K	Dec 31, 16	-550	0.00%
Limestone Value Partners, LLC	306.65K	Sep 30, 16	+160.67K	0.23%
BHF Kleinwort Benson Group S.A.	15.00K	Mar 31, 16	--	0.01%
COHEN & STEERS CAPITAL MANAGEMENT INC	108.72K	Mar 31, 15	+108.72K	0.08%
TradeLink Global Equity LLC	9.00K	Dec 31, 14	+9.00K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	1.83K	Dec 31, 14	--	0.00%
FOUNDERS BANK & TRUST	1.39K	Dec 31, 14	--	0.00%
UBS AG	247.80K	Sep 30, 14	-35.21K	0.18%
Jane Street Holding, LLC	21.70K	Dec 31, 13	+21.70K	0.02%
First Allied Securities, Inc.	17.55K	Jun 30, 12	+1.20K	0.01%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	765.32K	Jun 30, 10	+77.25K	0.57%

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Holder

Date

Change

% Held

MORGAN STANLEY

6.07M

Mar 31, 26

-389.65K

4.53%

SIT INVESTMENT ASSOCIATES INC

4.64M

Mar 31, 26

+61.75K

3.46%

Congress Park Capital LLC

3.12M

Mar 31, 26

+936.57K

2.33%

Invesco Ltd.

2.94M

Mar 31, 26

+19.93K

2.20%

LOOMIS SAYLES & CO L P

2.90M

Mar 31, 26

+2.90M

2.16%

Penserra Capital Management LLC

2.78M

Mar 31, 26

+257.60K

2.08%

LPL Financial LLC

2.62M

Mar 31, 26

-279.25K

1.96%

WELLS FARGO & COMPANY/MN

2.49M

Mar 31, 26

+877.61K

1.86%

1607 Capital Partners, LLC

2.16M

Mar 31, 26

+1.67M

1.61%

GUGGENHEIM CAPITAL LLC

1.95M

Mar 31, 26

-248.08K

1.45%

Cyndeo Wealth Partners, LLC

1.80M

Mar 31, 26

+265.10K

1.34%

ICON ADVISERS INC/CO

1.72M

Mar 31, 26

+19.29K

1.28%

RAYMOND JAMES FINANCIAL INC

1.58M

Mar 31, 26

+193.42K

1.18%

Advisors Asset Management, Inc.

1.55M

Mar 31, 26

+145.63K

1.16%

ROYAL BANK OF CANADA

1.28M

Mar 31, 26

+178.98K

0.95%

BALYASNY ASSET MANAGEMENT L.P.

939.19K

Mar 31, 26

-64.52K

0.70%

UBS Group AG

914.69K

Mar 31, 26

+92.20K

0.68%

COHEN & STEERS, INC.

853.26K

Mar 31, 26

0.64%

AMERIPRISE FINANCIAL INC

831.94K

Mar 31, 26

+64.65K

0.62%

Rockefeller Capital Management L.P.

730.40K

Mar 31, 26

-30.12K

0.54%

Thomas J. Herzfeld Advisors, Inc.

713.29K

Mar 31, 26

-163.66K

0.53%

Ethos Financial Group, LLC

646.39K

Mar 31, 26

0.48%

Logan Stone Capital, LLC

502.05K

Mar 31, 26

-780.70K

0.37%

ENVESTNET ASSET MANAGEMENT INC

474.09K

Mar 31, 26

-262.60K

0.35%

Cetera Investment Advisers

453.54K

Mar 31, 26

+62.76K

0.34%

Almitas Capital LLC

411.63K

Mar 31, 26

+293.68K

0.31%

Coastal Bridge Advisors, LLC

406.97K

Mar 31, 26

-46.86K

0.30%

ABSOLUTE INVESTMENT ADVISERS, LLC

391.24K

Mar 31, 26

+102.06K

0.29%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

384.14K

Mar 31, 26

+20.00K

0.29%

GraniteShares Advisors LLC

309.75K

Mar 31, 26

-35.45K

0.23%

Baird Financial Group, Inc.

305.52K

Mar 31, 26

-603

0.23%

JANE STREET GROUP, LLC

304.72K

Mar 31, 26

-241.69K

0.23%

Saba Capital Management, L.P.

300.02K

Mar 31, 26

+300.02K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

298.10K

Mar 31, 26

-23.65K

0.22%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

289.16K

Mar 31, 26

+6.06K

0.22%

WOLVERINE ASSET MANAGEMENT LLC

271.05K

Mar 31, 26

-16.09K

0.20%

Matisse Capital

250.00K

Mar 31, 26

+250.00K

0.19%

RFG Advisory, LLC

239.83K

Mar 31, 26

+92.90K

0.18%

HARBOUR INVESTMENTS, INC.

239.61K

Mar 31, 26

+115.64K

0.18%

Capital Investment Advisors, LLC

224.47K

Mar 31, 26

-11.46K

0.17%

Aviance Capital Partners, LLC

199.52K

Mar 31, 26

+14.68K

0.15%

HOURGLASS CAPITAL, LLC

197.52K

Mar 31, 26

+197.52K

0.15%

READYSTATE ASSET MANAGEMENT LP

196.08K

Mar 31, 26

+67.16K

0.15%

ADVISOR GROUP HOLDINGS, INC.

186.80K

Mar 31, 26

-30.09K

0.14%

Kovack Advisors, Inc.

168.67K

Mar 31, 26

+81.83K

0.13%

Cambridge Investment Research Advisors, Inc.

165.26K

Mar 31, 26

-25.09K

0.12%

Quarry LP

150.10K

Mar 31, 26

+34.73K

0.11%

Advisory Services Network, LLC

125.27K

Mar 31, 26

+8.83K

0.09%

HORIZON KINETICS ASSET MANAGEMENT LLC

119.31K

Mar 31, 26

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

117.67K

Mar 31, 26

-2.16K

0.09%

Arlington Capital Management, Inc.

112.68K

Mar 31, 26

+112.68K

0.08%

MELFA WEALTH MANAGEMENT, LLC

107.22K

Mar 31, 26

0.08%

XTX Topco Ltd

103.51K

Mar 31, 26

-23.25K

0.08%

Kestra Advisory Services, LLC

101.76K

Mar 31, 26

+37.33K

0.08%

CHOREO, LLC

101.28K

Mar 31, 26

-55.06K

0.08%

Janney Montgomery Scott LLC

99.79K

Mar 31, 26

-436

0.07%

Sigma Planning Corp

97.97K

Mar 31, 26

+10

0.07%

HighTower Advisors, LLC

96.53K

Mar 31, 26

-12.84K

0.07%

Ionic Capital Management LLC

94.36K

Mar 31, 26

+94.36K

0.07%

CastleKnight Management LP

87.40K

Mar 31, 26

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

80.65K

Mar 31, 26

-13.65K

0.06%

Yakira Capital Management, Inc.

77.78K

Mar 31, 26

-1.73K

0.06%

Blackhawk Capital Partners LLC.

75.62K

Mar 31, 26

-9.10K

0.06%

Cerity Partners LLC

74.53K

Mar 31, 26

+34.70K

0.06%

Virtus Investment Advisers, Inc.

74.36K

Mar 31, 26

-12.10K

0.06%

ROBINSON CAPITAL MANAGEMENT, LLC

73.89K

Mar 31, 26

0.06%

FIRST TRUST ADVISORS LP

73.86K

Mar 31, 26

-11.34K

0.06%

Gladstone Institutional Advisory LLC

72.45K

Mar 31, 26

+4.00K

0.05%

GILL CAPITAL PARTNERS, LLC

69.97K

Mar 31, 26

+20

0.05%

Edgemoor Investment Advisors, Inc.

68.42K

Mar 31, 26

0.05%

Private Advisor Group, LLC

65.15K

Mar 31, 26

+22.12K

0.05%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

64.40K

Mar 31, 26

-186.79K

0.05%

STIFEL FINANCIAL CORP

62.77K

Mar 31, 26

-2.72K

0.05%

Seelaus Asset Management LLC

60.91K

Mar 31, 26

-8.69K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

56.08K

Mar 31, 26

-1.74K

0.04%

Steward Partners Investment Advisory, LLC

55.55K

Mar 31, 26

-2.37K

0.04%

Collar Capital Management, LLC

54.38K

Mar 31, 26

0.04%

New England Private Wealth Advisors LLC

52.43K

Mar 31, 26

0.04%

WORLD EQUITY GROUP, INC.

51.69K

Mar 31, 26

+2.74K

0.04%

OPPENHEIMER & CO INC

49.35K

Mar 31, 26

-6.15K

0.04%

Shaker Financial Services, LLC

46.00K

Mar 31, 26

-67.97K

0.03%

Fortitude Advisory Group L.L.C.

45.78K

Mar 31, 26

0.03%

Colony Group, LLC

44.44K

Mar 31, 26

+44.44K

0.03%

CONNING INC.

43.05K

Mar 31, 26

0.03%

Koshinski Asset Management, Inc.

40.84K

Mar 31, 26

-4.93K

0.03%

Golden State Equity Partners

40.51K

Mar 31, 26

+40.51K

0.03%

Spire Wealth Management

40.50K

Mar 31, 26

-3.00K

0.03%

Calamos Advisors LLC

40.41K

Mar 31, 26

+40.41K

0.03%

RVW Wealth, LLC

40.35K

Mar 31, 26

0.03%

Concurrent Investment Advisors, LLC

39.58K

Mar 31, 26

+54

0.03%

E&G Advisors, LP

35.73K

Mar 31, 26

-600

0.03%

CoreCap Advisors, LLC

34.37K

Mar 31, 26

-6.61K

0.03%

NOMURA HOLDINGS INC

32.04K

Mar 31, 26

-5.34K

0.02%

Integrated Wealth Concepts LLC

31.70K

Mar 31, 26

+810

0.02%

CALTON & ASSOCIATES, INC.

31.45K

Mar 31, 26

-4.01K

0.02%

HBK Sorce Advisory LLC

30.12K

Mar 31, 26

0.02%

Sanctuary Advisors, LLC

29.34K

Mar 31, 26

-204

0.02%

MERCER GLOBAL ADVISORS INC /ADV

28.57K

Mar 31, 26

+6.60K

0.02%

Savvy Advisors, Inc.

28.45K

Mar 31, 26

-14.25K

0.02%

SHEETS SMITH WEALTH MANAGEMENT

26.01K

Mar 31, 26

0.02%

Beacon Pointe Advisors, LLC

25.25K

Mar 31, 26

-1.63K

0.02%

Centurion Wealth Management LLC

23.92K

Mar 31, 26

0.02%

Next Capital Management LLC

23.40K

Mar 31, 26

-6.46K

0.02%

FIFTH THIRD BANCORP

23.19K

Mar 31, 26

+23.19K

0.02%

CAPTRUST FINANCIAL ADVISORS

21.84K

Mar 31, 26

0.02%

Shulman DeMeo Asset Management LLC

21.27K

Mar 31, 26

-370

0.02%

D.A. DAVIDSON & CO.

20.31K

Mar 31, 26

-2.66K

0.02%

Grove Bank & Trust

20.00K

Mar 31, 26

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

19.98K

Mar 31, 26

-81

0.01%

ACCREDITED INVESTOR SERVICES, LLC

18.98K

Mar 31, 26

-4.77K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

18.04K

Mar 31, 26

-21.04K

0.01%

Investment Advisory Group, LLC

17.98K

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

17.83K

Mar 31, 26

+631

0.01%

Snowden Capital Advisors LLC

17.45K

Mar 31, 26

+17.45K

0.01%

Keyes, Stange & Wooten Wealth Management, LLC

17.32K

Mar 31, 26

0.01%

Quadcap Wealth Management, LLC

16.95K

Mar 31, 26

-8.71K

0.01%

Camelot Portfolios, LLC

16.55K

Mar 31, 26

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

16.48K

Mar 31, 26

+16.48K

0.01%

NWF Advisory Services Inc.

16.45K

Mar 31, 26

-12.50K

0.01%

Mariner, LLC

15.73K

Mar 31, 26

-6.63K

0.01%

Merit Financial Group, LLC

15.27K

Mar 31, 26

-4.04K

0.01%

Summit Financial, LLC

14.99K

Mar 31, 26

+535

0.01%

Stratos Wealth Advisors, LLC

14.69K

Mar 31, 26

+316

0.01%

Atomi Financial Group, Inc.

14.65K

Mar 31, 26

+2.04K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.49K

Mar 31, 26

-27.46K

0.01%

Hunter Perkins Capital Management, LLC

13.18K

Mar 31, 26

+13.18K

0.01%

Burford Brothers, Inc.

13.07K

Mar 31, 26

0.01%

ProVise Management Group, LLC

12.97K

Mar 31, 26

-1.24K

0.01%

Bank of New York Mellon Corp

12.89K

Mar 31, 26

+12.89K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

12.75K

Mar 31, 26

+295

0.01%

Virtu Financial LLC

12.69K

Mar 31, 26

-84.25K

0.01%

PARK AVENUE SECURITIES LLC

12.62K

Mar 31, 26

-5.28K

0.01%

WEDBUSH SECURITIES INC

12.44K

Mar 31, 26

-2.71K

0.01%

Chicago Partners Investment Group LLC

12.19K

Mar 31, 26

+142

0.01%

Pinnacle Wealth Planning Services, Inc.

12.13K

Mar 31, 26

-3.13K

0.01%

GM Advisory Group, Inc.

11.95K

Mar 31, 26

0.01%

Wealth Alliance Advisory Group, LLC

11.74K

Mar 31, 26

0.01%

WESTBOURNE INVESTMENTS, INC.

11.65K

Mar 31, 26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

11.27K

Mar 31, 26

+10.51K

0.01%

M.E. ALLISON & CO., INC.

10.79K

Mar 31, 26

0.01%

Creative Planning

10.49K

Mar 31, 26

+10.49K

0.01%

Stratos Wealth Partners, LTD.

10.42K

Mar 31, 26

-6.02K

0.01%

IEQ CAPITAL, LLC

10.38K

Mar 31, 26

0.01%

Samalin Investment Counsel, LLC

10.33K

Mar 31, 26

+206

0.01%

Cassaday & Co Wealth Management LLC

5.40K

Mar 31, 26

+5.40K

0.00%

BNP PARIBAS ARBITRAGE, SNC

5.21K

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

4.85K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

4.72K

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

3.17K

Mar 31, 26

0.00%

Allworth Financial LP

2.90K

Mar 31, 26

-2.02K

0.00%

WPG Advisers, LLC

2.87K

Mar 31, 26

-1.04K

0.00%

BOKF, NA

2.38K

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

2.13K

Mar 31, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

2.10K

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

2.00K

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.83K

Mar 31, 26

+39

0.00%

Bogart Wealth, LLC

1.58K

Mar 31, 26

0.00%

FNY Investment Advisers, LLC

1.20K

Mar 31, 26

+1.20K

0.00%

MAI Capital Management

1.00K

Mar 31, 26

0.00%

CWM, LLC

866

Mar 31, 26

-3.82K

0.00%

WHITTIER TRUST CO OF NEVADA INC

726

Mar 31, 26

+726

0.00%

Geneos Wealth Management Inc.

612

Mar 31, 26

0.00%

NBC SECURITIES, INC.

550

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

500

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

500

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

377

Mar 31, 26

+377

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

300

Mar 31, 26

0.00%

SIGNATUREFD, LLC

150

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

RIVERNORTH CAPITAL MANAGEMENT, LLC

Mar 31, 26

-2.77M

Vident Advisory, LLC

Mar 31, 26

-14.97K

CITADEL ADVISORS LLC

Mar 31, 26

-27.16K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Mar 31, 26

-252.52K

BFSG, LLC

Mar 31, 26

-4.64K

Marex Group plc

Mar 31, 26

-209.91K

StoneX Group Inc.

Mar 31, 26

-29.18K

MML INVESTORS SERVICES, LLC

Mar 31, 26

-12.48K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-47.94K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-372.65K

DIVERSIFY WEALTH MANAGEMENT, LLC

Mar 31, 26

-29.20K

Icon Wealth Advisors, LLC

Mar 31, 26

-10.63K

MISSION WEALTH MANAGEMENT, LP

Mar 31, 26

-16.29K

DV Trading LLC

Mar 31, 26

-2

CULLEN/FROST BANKERS, INC.

Mar 31, 26

-15.00K

MARINER INVESTMENT GROUP LLC

Mar 31, 26

-633.49K

M Holdings Securities, Inc.

Mar 31, 26

-25.88K

Wealth Preservation Advisors, LLC

Mar 31, 26

-965

HRT FINANCIAL LP

Mar 31, 26

-21.85K

Pathstone Holdings, LLC

Mar 31, 26

-279.51K

TrueMark Investments, LLC

Mar 31, 26

-47.31K

MORGAN STANLEY

6.46M

Dec 31, 25

-889.70K

4.82%

GUGGENHEIM CAPITAL LLC

2.19M

Dec 31, 25

+25.80K

1.64%

BANK OF AMERICA CORP /DE/

2.06M

Dec 31, 25

-513.40K

1.54%

ICON ADVISERS INC/CO

1.70M

Dec 31, 25

+1.13M

1.27%

RAYMOND JAMES FINANCIAL INC

1.38M

Dec 31, 25

+44.21K

1.03%

Logan Stone Capital, LLC

1.28M

Dec 31, 25

+1.18M

0.96%

BALYASNY ASSET MANAGEMENT L.P.

1.00M

Dec 31, 25

+840.13K

0.75%

Kanen Wealth Management LLC

767.43K

Dec 31, 25

+259.53K

0.57%

AMERIPRISE FINANCIAL INC

767.29K

Dec 31, 25

+56.51K

0.57%

Rockefeller Capital Management L.P.

760.51K

Dec 31, 25

-127.09K

0.57%

1607 Capital Partners, LLC

490.67K

Dec 31, 25

+490.67K

0.37%

Coastal Bridge Advisors, LLC

453.83K

Dec 31, 25

-80.94K

0.34%

Baird Financial Group, Inc.

306.12K

Dec 31, 25

-308.20K

0.23%

NewEdge Advisors, LLC

194.75K

Dec 31, 25

-9.50K

0.15%

HORIZON KINETICS ASSET MANAGEMENT LLC

119.31K

Dec 31, 25

-650

0.09%

Almitas Capital LLC

117.95K

Dec 31, 25

+117.95K

0.09%

Advisory Services Network, LLC

116.43K

Dec 31, 25

+7.85K

0.09%

Virtu Financial LLC

96.94K

Dec 31, 25

+73.98K

0.07%

CastleKnight Management LP

87.40K

Dec 31, 25

+87.40K

0.07%

Gladstone Institutional Advisory LLC

68.45K

Dec 31, 25

-5.42K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

57.82K

Dec 31, 25

+8.98K

0.04%

Collar Capital Management, LLC

54.38K

Dec 31, 25

-1.20K

0.04%

Global Retirement Partners, LLC

47.40K

Dec 31, 25

+45.36K

0.04%

ORG Partners LLC

40.81K

Dec 31, 25

+768

0.03%

Cerity Partners LLC

39.83K

Dec 31, 25

-95

0.03%

NOMURA HOLDINGS INC

37.38K

Dec 31, 25

+37.38K

0.03%

CALTON & ASSOCIATES, INC.

35.46K

Dec 31, 25

-5.80K

0.03%

CITADEL ADVISORS LLC

27.16K

Dec 31, 25

+8.48K

0.02%

Quadcap Wealth Management, LLC

25.66K

Dec 31, 25

0.02%

Mariner, LLC

22.36K

Dec 31, 25

-7.74K

0.02%

HRT FINANCIAL LP

21.85K

Dec 31, 25

+21.85K

0.02%

CAPTRUST FINANCIAL ADVISORS

21.84K

Dec 31, 25

+3.20K

0.02%

COMERICA BANK

18.38K

Dec 31, 25

+964

0.01%

MISSION WEALTH MANAGEMENT, LP

16.29K

Dec 31, 25

-9.87K

0.01%

QSV Equity Investors LLC

13.18K

Dec 31, 25

0.01%

Concorde Asset Management, LLC

12.79K

Dec 31, 25

+12.79K

0.01%

Atomi Financial Group, Inc.

12.61K

Dec 31, 25

+12.61K

0.01%

MGB Wealth Management, LLC

12.19K

Dec 31, 25

+502

0.01%

WESTBOURNE INVESTMENTS, INC.

11.65K

Dec 31, 25

0.01%

Allworth Financial LP

4.92K

Dec 31, 25

0.00%

CWM, LLC

4.69K

Dec 31, 25

+3.47K

0.00%

CoreFirst Bank & Trust

2.08K

Dec 31, 25

0.00%

MAI Capital Management

1.00K

Dec 31, 25

+1.00K

0.00%

Wealth Preservation Advisors, LLC

965

Dec 31, 25

0.00%

DV Trading LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.96K

JONES FINANCIAL COMPANIES LLLP

Dec 31, 25

-1.34K

Bramshill Investments, LLC

Dec 31, 25

-109.49K

US BANCORP \DE\

Dec 31, 25

-2.00K

WETHERBY ASSET MANAGEMENT INC

19.38K

Sep 30, 25

0.01%

Binnacle Investments Inc

3.34K

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

145.41K

Jun 30, 25

+1.84K

0.11%

CAROLINAS WEALTH CONSULTING LLC

34.42K

Mar 31, 25

0.03%

Lindbrook Capital, LLC

120

Mar 31, 25

0.00%

Kades & Cheifetz LLC

209.28K

Dec 31, 24

-7.68K

0.16%

WR Wealth Planners, LLC

230

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-1.28K

Raymond James Financial Services Advisors, Inc.

935.47K

Sep 30, 24

+10.22K

0.70%

RAYMOND JAMES & ASSOCIATES

450.55K

Sep 30, 24

-3.56K

0.34%

BENJAMIN F. EDWARDS & COMPANY, INC.

4.50K

Jun 30, 24

+1.20K

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-3.00K

Cetera Advisors LLC

57.91K

Mar 31, 24

+11.10K

0.04%

Cetera Advisor Networks LLC

37.08K

Mar 31, 24

+7.04K

0.03%

Charles Schwab Investment Advisory, Inc.

24.30K

Mar 31, 24

0.02%

InterOcean Capital Group, LLC

19.52K

Mar 31, 24

+19.52K

0.01%

Highlander Capital Management, LLC

3.40K

Mar 31, 24

0.00%

Baystate Wealth Management LLC

2.03K

Dec 31, 23

+2.03K

0.00%

ADVISOR PARTNERS II, LLC

111.32K

Sep 30, 23

+111.32K

0.08%

Lumature Wealth Partners, LLC

33.00K

Jun 30, 23

0.02%

CTC Capital Management, LLC

10.70K

Mar 31, 23

0.01%

Gallagher Benefit Services, Inc.

104.02K

Dec 31, 22

+104.02K

0.08%

F3Logic, LLC

104.02K

Dec 31, 22

+29.94K

0.08%

EATON VANCE MANAGEMENT

387.18K

Sep 30, 22

-386.18K

0.29%

Lloyd Park, LLC

46.67K

Sep 30, 22

+455

0.03%

American Portfolios Advisors

3.69K

Sep 30, 22

-3.71K

0.00%

FourThought Financial, LLC

110

Sep 30, 22

+110

0.00%

B. Riley Wealth Management, Inc.

32.15K

Jun 30, 22

+11.29K

0.02%

Fieldpoint Private Securities, LLC

Jun 30, 22

-1.53K

NEXT Financial Group, Inc

26.03K

Dec 31, 21

-2.00K

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

109.08K

Sep 30, 21

-19.23K

0.08%

Pinnacle Wealth Advisors

1.28K

Jun 30, 21

+1.28K

0.00%

Winslow, Evans & Crocker, Inc.

6.06K

Dec 31, 20

+4.86K

0.00%

FRONTIER INVESTMENT MGMT CO

15.64K

Jun 30, 20

0.01%

Chapwood Capital Investment Management, LLC

306.54K

Dec 31, 19

+306.54K

0.23%

LADENBURG THALMANN FINANCIAL SERVICES INC.

56.28K

Dec 31, 19

+5.81K

0.04%

Advisor Group, Inc.

38.90K

Dec 31, 19

+7.03K

0.03%

BB&T SECURITIES, LLC

35.63K

Sep 30, 19

+6.50K

0.03%

HL FINANCIAL SERVICES LLC

210.63K

Mar 31, 19

+34.50K

0.16%

RESTRUCTURING CAPITAL ASSOCIATES LP

Mar 31, 19

-491.64K

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

26.85K

Dec 31, 18

+26.85K

0.02%

Horizon Kinetics LLC

Dec 31, 18

-10.11K

SII INVESTMENTS INC/WI

11.00K

Dec 31, 17

-9.80K

0.01%

GIRARD SECURITIES, INC.

Sep 30, 17

-18.21K

Commonwealth Equity Services, Inc

84.42K

Jun 30, 17

-1.77K

0.06%

WFG Advisors, LP

1.12K

Jun 30, 17

-3.28K

0.00%

MSI Financial Services Inc

6.20K

Dec 31, 16

-550

0.00%

Limestone Value Partners, LLC

306.65K

Sep 30, 16

+160.67K

0.23%

BHF Kleinwort Benson Group S.A.

15.00K

Mar 31, 16

0.01%

COHEN & STEERS CAPITAL MANAGEMENT INC

108.72K

Mar 31, 15

+108.72K

0.08%

TradeLink Global Equity LLC

9.00K

Dec 31, 14

+9.00K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

1.83K

Dec 31, 14

0.00%

FOUNDERS BANK & TRUST

1.39K

Dec 31, 14

0.00%

UBS AG

247.80K

Sep 30, 14

-35.21K

0.18%

Jane Street Holding, LLC

21.70K

Dec 31, 13

+21.70K

0.02%

First Allied Securities, Inc.

17.55K

Jun 30, 12

+1.20K

0.01%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

765.32K

Jun 30, 10

+77.25K

0.57%