Nuveen Preferred & Income Opportunities Fund(JPC)

$7.78▼-0.17 (-2.14%)

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Nuveen Preferred & Income Opportunities Fund(JPC)

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$7.78▼-0.17 (-2.14%)

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JPC(JPC)

JPC

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

Institutional Ownership

Top 474 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	5.44M	Mar 31, 26	-1.48M	1.52%
WELLS FARGO & COMPANY/MN	4.65M	Mar 31, 26	+245.75K	1.30%
UBS Group AG	4.40M	Mar 31, 26	+84.22K	1.23%
RAYMOND JAMES FINANCIAL INC	4.07M	Mar 31, 26	+248.04K	1.14%
ROYAL BANK OF CANADA	2.88M	Mar 31, 26	+1.75M	0.81%
Invesco Ltd.	2.57M	Mar 31, 26	-576.79K	0.72%
LPL Financial LLC	2.28M	Mar 31, 26	+26.91K	0.64%
GUGGENHEIM CAPITAL LLC	1.91M	Mar 31, 26	+10.65K	0.53%
CAPTRUST FINANCIAL ADVISORS	1.54M	Mar 31, 26	+325.57K	0.43%
COMMONWEALTH EQUITY SERVICES, LLC	1.22M	Mar 31, 26	-13.96K	0.34%
ADVISOR GROUP HOLDINGS, INC.	1.21M	Mar 31, 26	+23.71K	0.34%
Cerity Partners LLC	1.19M	Mar 31, 26	+168.65K	0.33%
Janney Montgomery Scott LLC	1.11M	Mar 31, 26	-8.81K	0.31%
GREATMARK INVESTMENT PARTNERS, INC.	985.86K	Mar 31, 26	-16.73K	0.28%
MGO ONE SEVEN LLC	982.81K	Mar 31, 26	+20.86K	0.27%
Smith Asset Management Co., LLC	911.40K	Mar 31, 26	-14.62K	0.25%
TRUIST FINANCIAL CORP	888.22K	Mar 31, 26	+100.31K	0.25%
Cetera Investment Advisers	803.34K	Mar 31, 26	+70.03K	0.22%
AMERIPRISE FINANCIAL INC	794.99K	Mar 31, 26	+37.00K	0.22%
COHEN & STEERS, INC.	785.25K	Mar 31, 26	--	0.22%
Kestra Advisory Services, LLC	744.39K	Mar 31, 26	+87.27K	0.21%
Advisors Asset Management, Inc.	669.56K	Mar 31, 26	-148.54K	0.19%
Moors & Cabot, Inc.	539.13K	Mar 31, 26	+2.19K	0.15%
FCA CORP /TX	526.49K	Mar 31, 26	+10.82K	0.15%
Stratos Wealth Partners, LTD.	489.68K	Mar 31, 26	-12.54K	0.14%
Chicago Partners Investment Group LLC	488.31K	Mar 31, 26	-47.82K	0.14%
Lido Advisors, LLC	454.74K	Mar 31, 26	+200	0.13%
PROTECTIVE LIFE CORP	440.00K	Mar 31, 26	--	0.12%
STIFEL FINANCIAL CORP	437.60K	Mar 31, 26	-42.55K	0.12%
Cambridge Investment Research Advisors, Inc.	431.68K	Mar 31, 26	+8.00K	0.12%
ENVESTNET ASSET MANAGEMENT INC	400.40K	Mar 31, 26	-37.23K	0.11%
Steward Partners Investment Advisory, LLC	351.62K	Mar 31, 26	+24.70K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	350.57K	Mar 31, 26	-3.03K	0.10%
Sanctuary Advisors, LLC	338.98K	Mar 31, 26	+2.16K	0.09%
Fiera Capital Corp	329.85K	Mar 31, 26	-17.00K	0.09%
Hennion & Walsh Asset Management, Inc.	326.33K	Mar 31, 26	-47.58K	0.09%
JANE STREET GROUP, LLC	310.48K	Mar 31, 26	-8.43K	0.09%
IBEX WEALTH ADVISORS	292.05K	Mar 31, 26	-752	0.08%
PRELUDE CAPITAL MANAGEMENT, LLC	289.48K	Mar 31, 26	-10.52K	0.08%
Capital Investment Advisors, LLC	269.94K	Mar 31, 26	-44.79K	0.08%
MSH Capital Advisors LLC	252.24K	Mar 31, 26	-6.58K	0.07%
DAVENPORT & Co LLC	240.02K	Mar 31, 26	-6.60K	0.07%
Wealth Advisory Solutions, LLC	219.47K	Mar 31, 26	-54.55K	0.06%
CoreCap Advisors, LLC	218.36K	Mar 31, 26	-3.98K	0.06%
FIRST TRUST ADVISORS LP	216.03K	Mar 31, 26	-21.83K	0.06%
HARBOUR INVESTMENTS, INC.	206.69K	Mar 31, 26	+109.82K	0.06%
Wealthspire Advisors, LLC	202.66K	Mar 31, 26	+473	0.06%
Geneos Wealth Management Inc.	198.97K	Mar 31, 26	+2.11K	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	179.29K	Mar 31, 26	-10.34K	0.05%
Jupiter Wealth Management LLC	168.73K	Mar 31, 26	+168.73K	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	161.71K	Mar 31, 26	--	0.05%
UMB Bank, n.a.	158.85K	Mar 31, 26	--	0.04%
HighTower Advisors, LLC	155.62K	Mar 31, 26	+8.89K	0.04%
E&G Advisors, LP	153.90K	Mar 31, 26	-4.34K	0.04%
Private Advisor Group, LLC	139.03K	Mar 31, 26	-11.20K	0.04%
Wealthcare Advisory Partners LLC	137.28K	Mar 31, 26	+13.83K	0.04%
CARY STREET PARTNERS FINANCIAL LLC	137.08K	Mar 31, 26	+6.55K	0.04%
WEDBUSH SECURITIES INC	115.39K	Mar 31, 26	+4.03K	0.03%
Mission Hills Financial Advisory, LLC	112.17K	Mar 31, 26	+25.29K	0.03%
Advisory Services Network, LLC	109.23K	Mar 31, 26	-453	0.03%
Samalin Investment Counsel, LLC	105.67K	Mar 31, 26	-13.26K	0.03%
Cornerstone Advisory, LLC	104.88K	Mar 31, 26	--	0.03%
Palogic Value Management, L.P.	100.56K	Mar 31, 26	--	0.03%
Pensionmark Financial Group, LLC	99.93K	Mar 31, 26	-396	0.03%
MILLENNIUM MANAGEMENT LLC	99.35K	Mar 31, 26	+99.35K	0.03%
AlphaCore Capital LLC	99.11K	Mar 31, 26	-2.72K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	98.71K	Mar 31, 26	+350	0.03%
MELFA WEALTH MANAGEMENT, LLC	97.02K	Mar 31, 26	-93	0.03%
Triumph Capital Management	93.55K	Mar 31, 26	+3.05K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	92.93K	Mar 31, 26	-740	0.03%
StoneX Group Inc.	92.10K	Mar 31, 26	+14.58K	0.03%
XTX Topco Ltd	90.39K	Mar 31, 26	+90.39K	0.03%
Benchmark Investment Advisors LLC	88.00K	Mar 31, 26	+88.00K	0.02%
MARINO, STRAM & ASSOCIATES LLC	86.57K	Mar 31, 26	--	0.02%
Waverly Advisors, LLC	86.10K	Mar 31, 26	+72.09K	0.02%
Mariner, LLC	85.58K	Mar 31, 26	-212	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	85.03K	Mar 31, 26	-10.39K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	84.08K	Mar 31, 26	+401	0.02%
Abel Hall, LLC	83.60K	Mar 31, 26	+13.60K	0.02%
Prospera Financial Services Inc	82.46K	Mar 31, 26	+15.04K	0.02%
Spire Wealth Management	79.97K	Mar 31, 26	-8.30K	0.02%
Shulman DeMeo Asset Management LLC	77.70K	Mar 31, 26	-7.65K	0.02%
Bramshill Investments, LLC	75.33K	Mar 31, 26	-476	0.02%
Pathstone Holdings, LLC	74.51K	Mar 31, 26	+24.94K	0.02%
ROTHSCHILD INVESTMENT LLC	71.08K	Mar 31, 26	+4.84K	0.02%
RVW Wealth, LLC	70.92K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	70.86K	Mar 31, 26	+60.98K	0.02%
Patriot Financial Group Insurance Agency, LLC	68.97K	Mar 31, 26	+34.48K	0.02%
PRINCIPAL SECURITIES, INC.	67.72K	Mar 31, 26	+94	0.02%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	67.25K	Mar 31, 26	+4.00K	0.02%
Centurion Wealth Management LLC	66.98K	Mar 31, 26	-764	0.02%
Everstar Asset Management, LLC	66.08K	Mar 31, 26	+66.08K	0.02%
Live Oak Private Wealth LLC	65.57K	Mar 31, 26	--	0.02%
Accel Wealth Management	65.02K	Mar 31, 26	-3.31K	0.02%
MOSAIC FAMILY WEALTH PARTNERS, LLC	61.44K	Mar 31, 26	+3.00K	0.02%
RMB Capital Management, LLC	60.97K	Mar 31, 26	-14.65K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	59.40K	Mar 31, 26	+24.39K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	56.98K	Mar 31, 26	+62	0.02%
WEALTH EFFECTS LLC	56.09K	Mar 31, 26	+56.09K	0.02%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	55.27K	Mar 31, 26	--	0.02%
MML INVESTORS SERVICES, LLC	53.45K	Mar 31, 26	-2.38K	0.01%
Savvy Advisors, Inc.	53.24K	Mar 31, 26	+9.98K	0.01%
B. Riley Wealth Advisors, Inc.	51.89K	Mar 31, 26	-1.04K	0.01%
Onyx Financial Advisors, LLC	50.15K	Mar 31, 26	--	0.01%
Rockefeller Capital Management L.P.	50.01K	Mar 31, 26	-2.20K	0.01%
Cottage Street Advisors LLC	49.80K	Mar 31, 26	+17	0.01%
Concurrent Investment Advisors, LLC	49.68K	Mar 31, 26	-15	0.01%
ONE WEALTH CAPITAL MANAGEMENT, LLC	49.02K	Mar 31, 26	--	0.01%
Investmark Advisory Group LLC	48.02K	Mar 31, 26	+2.54K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	47.45K	Mar 31, 26	+13.60K	0.01%
NWF Advisory Services Inc.	46.72K	Mar 31, 26	-253	0.01%
IHT Wealth Management, LLC	45.84K	Mar 31, 26	+13.70K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	44.64K	Mar 31, 26	+3.76K	0.01%
Operose Advisors LLC	44.47K	Mar 31, 26	--	0.01%
Sage Capital Advisors,llc	43.90K	Mar 31, 26	+1.71K	0.01%
Gridiron Partners, LLC	43.36K	Mar 31, 26	-9.61K	0.01%
Ameritas Advisory Services, LLC	42.21K	Mar 31, 26	--	0.01%
Carson Advisory Inc.	41.56K	Mar 31, 26	-3.50K	0.01%
FIRST MERCHANTS CORP	39.28K	Mar 31, 26	-12.36K	0.01%
SILVER OAK SECURITIES, INCORPORATED	39.05K	Mar 31, 26	-318	0.01%
Equitable Holdings, Inc.	38.22K	Mar 31, 26	+9.16K	0.01%
Virtu Financial LLC	38.10K	Mar 31, 26	+38.10K	0.01%
LIBERTY WEALTH MANAGEMENT LLC	37.89K	Mar 31, 26	-405	0.01%
HRT FINANCIAL LP	37.69K	Mar 31, 26	+37.69K	0.01%
TCG Advisory Services, LLC	37.58K	Mar 31, 26	+13.12K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	37.18K	Mar 31, 26	+5.79K	0.01%
Kovack Advisors, Inc.	36.77K	Mar 31, 26	+2.66K	0.01%
DAYMARK WEALTH PARTNERS, LLC	35.26K	Mar 31, 26	+850	0.01%
SMITH CHAS P & ASSOCIATES PA CPAS	35.00K	Mar 31, 26	-7.50K	0.01%
Creative Planning	34.28K	Mar 31, 26	+4.71K	0.01%
D.A. DAVIDSON & CO.	33.07K	Mar 31, 26	-3.73K	0.01%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	32.06K	Mar 31, 26	+32.06K	0.01%
Baird Financial Group, Inc.	32.01K	Mar 31, 26	-1.38K	0.01%
PRIVATE TRUST CO NA	31.15K	Mar 31, 26	--	0.01%
Fortitude Advisory Group L.L.C.	30.72K	Mar 31, 26	--	0.01%
Mount Yale Investment Advisors, LLC	30.08K	Mar 31, 26	-2.17K	0.01%
OPPENHEIMER & CO INC	29.95K	Mar 31, 26	+54	0.01%
Physician Wealth Advisors, Inc.	29.37K	Mar 31, 26	--	0.01%
Vestmark Advisory Solutions, Inc.	29.08K	Mar 31, 26	-2.67K	0.01%
Bank of New York Mellon Corp	28.88K	Mar 31, 26	+10.46K	0.01%
Advisor OS, LLC	28.79K	Mar 31, 26	-705	0.01%
Kingstone Capital Partners Texas, LLC	28.58K	Mar 31, 26	+2.58K	0.01%
Farther Finance Advisors, LLC	28.47K	Mar 31, 26	+6.77K	0.01%
WHITTIER TRUST CO	28.40K	Mar 31, 26	+2.56K	0.01%
Concord Wealth Partners	28.15K	Mar 31, 26	+425	0.01%
M Holdings Securities, Inc.	27.93K	Mar 31, 26	-177	0.01%
CALDWELL SUTTER CAPITAL, INC.	27.14K	Mar 31, 26	--	0.01%
SageGuard Financial Group, LLC	27.06K	Mar 31, 26	+340	0.01%
Summit Financial, LLC	26.15K	Mar 31, 26	-313	0.01%
Merit Financial Group, LLC	25.34K	Mar 31, 26	-5.84K	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	24.92K	Mar 31, 26	--	0.01%
Sigma Planning Corp	24.91K	Mar 31, 26	-492	0.01%
Catalina Capital Group, LLC	24.63K	Mar 31, 26	+62	0.01%
Jacobi Capital Management LLC	24.48K	Mar 31, 26	+4.00K	0.01%
DUNCKER STREETT & CO INC	24.47K	Mar 31, 26	--	0.01%
Berger Financial Group, Inc	24.34K	Mar 31, 26	+165	0.01%
Founders Financial Alliance, LLC	24.02K	Mar 31, 26	+909	0.01%
Snowden Capital Advisors LLC	23.74K	Mar 31, 26	-3.88K	0.01%
Wagner Wealth Management, LLC	23.72K	Mar 31, 26	+253	0.01%
International Private Wealth Advisors LLC	23.53K	Mar 31, 26	-858	0.01%
Allworth Financial LP	23.29K	Mar 31, 26	-1.58K	0.01%
Apollon Wealth Management, LLC	23.11K	Mar 31, 26	+214	0.01%
PFG Investments, LLC	23.00K	Mar 31, 26	+31	0.01%
Glass Jacobson Investment Advisors llc	22.57K	Mar 31, 26	+70	0.01%
Sage Capital Management, LLC	22.50K	Mar 31, 26	--	0.01%
RFG Advisory, LLC	22.37K	Mar 31, 26	+3.51K	0.01%
Tyche Wealth Partners LLC	22.24K	Mar 31, 26	+66	0.01%
J. L. Bainbridge & Co., Inc.	21.63K	Mar 31, 26	+2.64K	0.01%
US BANCORP \DE\	21.52K	Mar 31, 26	+7.50K	0.01%
GILL CAPITAL PARTNERS, LLC	20.87K	Mar 31, 26	-1.87K	0.01%
Valley Brook Capital Group, Inc.	20.31K	Mar 31, 26	-2.69K	0.01%
TSFG, LLC	20.22K	Mar 31, 26	--	0.01%
DV Trading LLC	20.22K	Mar 31, 26	-2	0.01%
Pacific Wealth Strategies Group, Inc.	20.00K	Mar 31, 26	+7.00K	0.01%
CITADEL ADVISORS LLC	19.95K	Mar 31, 26	-32.86K	0.01%
WealthTrust Axiom LLC	19.88K	Mar 31, 26	--	0.01%
Quantinno Capital Management LP	18.95K	Mar 31, 26	+1.31K	0.01%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	18.95K	Mar 31, 26	--	0.01%
Waterfront Wealth Inc.	18.79K	Mar 31, 26	-1.88K	0.01%
SHUFRO ROSE & CO LLC	18.37K	Mar 31, 26	--	0.01%
BURNEY CO/	18.29K	Mar 31, 26	--	0.01%
CreativeOne Wealth, LLC	17.89K	Mar 31, 26	+116	0.01%
JB Capital LLC	17.63K	Mar 31, 26	+64	0.00%
KING LUTHER CAPITAL MANAGEMENT CORP	17.58K	Mar 31, 26	+17.58K	0.00%
Strategic Financial Concepts, LLC	17.27K	Mar 31, 26	+4.72K	0.00%
McAlister, Sweet & Associates, Inc.	17.19K	Mar 31, 26	+17.19K	0.00%
Clearstead Advisors, LLC	16.96K	Mar 31, 26	-946	0.00%
WOLVERINE ASSET MANAGEMENT LLC	16.89K	Mar 31, 26	+16.89K	0.00%
GOLDMAN SACHS GROUP INC	16.83K	Mar 31, 26	+16.83K	0.00%
Huntleigh Advisors, Inc.	16.72K	Mar 31, 26	--	0.00%
Ausdal Financial Partners, Inc.	16.71K	Mar 31, 26	+11	0.00%
Gerber Kawasaki Wealth & Investment Management	16.62K	Mar 31, 26	+3.20K	0.00%
HORIZON KINETICS ASSET MANAGEMENT LLC	16.43K	Mar 31, 26	--	0.00%
BEACON FINANCIAL GROUP	16.33K	Mar 31, 26	+220	0.00%
Advance Capital Management, Inc.	15.93K	Mar 31, 26	--	0.00%
Coastal Investment Advisors, Inc.	15.91K	Mar 31, 26	+240	0.00%
PSI Advisors, LLC	15.86K	Mar 31, 26	+15.86K	0.00%
WHITTIER TRUST CO OF NEVADA INC	15.39K	Mar 31, 26	+10.44K	0.00%
Perigon Wealth Management, LLC	15.31K	Mar 31, 26	--	0.00%
Argentarii, LLC	15.07K	Mar 31, 26	--	0.00%
Belpointe Asset Management LLC	14.90K	Mar 31, 26	--	0.00%
River Wealth Advisors LLC	14.69K	Mar 31, 26	--	0.00%
Etesian Wealth Advisors, Inc.	14.50K	Mar 31, 26	+500	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	14.19K	Mar 31, 26	--	0.00%
Post Resch Tallon Group Inc.	14.06K	Mar 31, 26	-495	0.00%
IEQ CAPITAL, LLC	13.84K	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	13.72K	Mar 31, 26	-1.00K	0.00%
Beacon Financial Advisory LLC	13.71K	Mar 31, 26	+33	0.00%
TWO SIGMA SECURITIES, LLC	13.68K	Mar 31, 26	-1.68K	0.00%
VeraBank, N.A.	13.66K	Mar 31, 26	--	0.00%
Integrated Wealth Concepts LLC	13.61K	Mar 31, 26	-83.82K	0.00%
BOOTHBAY FUND MANAGEMENT, LLC	13.02K	Mar 31, 26	+13.02K	0.00%
SEGALL BRYANT & HAMILL, LLC	13.02K	Mar 31, 26	+13.02K	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	13.00K	Mar 31, 26	--	0.00%
180 WEALTH ADVISORS, LLC	12.86K	Mar 31, 26	+22	0.00%
SFE Investment Counsel	12.82K	Mar 31, 26	--	0.00%
Beacon Pointe Advisors, LLC	12.78K	Mar 31, 26	+12.78K	0.00%
Aspire Growth Partners LLC	12.76K	Mar 31, 26	+192	0.00%
WESBANCO BANK INC	12.64K	Mar 31, 26	-572	0.00%
Capital Investment Advisory Services, LLC	12.50K	Mar 31, 26	--	0.00%
STOCK YARDS BANK & TRUST CO	12.30K	Mar 31, 26	+1.40K	0.00%
Coastline Trust Co	12.14K	Mar 31, 26	--	0.00%
CAHABA WEALTH MANAGEMENT, INC.	12.11K	Mar 31, 26	--	0.00%
Dakota Wealth Management	12.09K	Mar 31, 26	+12.09K	0.00%
American Financial Advisors, LLC	12.00K	Mar 31, 26	--	0.00%
Baker Avenue Asset Management, LP	12.00K	Mar 31, 26	--	0.00%
Carlton Hofferkamp & Jenks Wealth Management, LLC	12.00K	Mar 31, 26	--	0.00%
Colony Group, LLC	11.95K	Mar 31, 26	+11.95K	0.00%
Johnson & White Wealth Management, LLC	11.91K	Mar 31, 26	+144	0.00%
Tradition Wealth Management, LLC	11.84K	Mar 31, 26	-839	0.00%
GREEN SQUARE CAPITAL ADVISORS LLC	11.65K	Mar 31, 26	--	0.00%
Powell Investment Advisors, LLC	11.63K	Mar 31, 26	--	0.00%
PARK AVENUE SECURITIES LLC	11.61K	Mar 31, 26	-8.46K	0.00%
LifeSteps Financial, Inc.	11.52K	Mar 31, 26	--	0.00%
Certified Advisory Corp	11.45K	Mar 31, 26	+131	0.00%
CWM, LLC	11.35K	Mar 31, 26	+2.55K	0.00%
Sunpointe, LLC	11.20K	Mar 31, 26	--	0.00%
SAGESPRING WEALTH PARTNERS, LLC	10.93K	Mar 31, 26	+10.93K	0.00%
BankPlus Wealth Management LLC	10.89K	Mar 31, 26	--	0.00%
MKT Advisors LLC	10.70K	Mar 31, 26	-2.69K	0.00%
W.H. Cornerstone Investments Inc.	10.65K	Mar 31, 26	+160	0.00%
Fox Hill Wealth Management	10.63K	Mar 31, 26	--	0.00%
Osbon Capital Management LLC	10.56K	Mar 31, 26	+10.56K	0.00%
Collaborative Wealth Managment Inc.	10.29K	Mar 31, 26	--	0.00%
Future Financial Wealth Managment LLC	10.00K	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	9.64K	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	9.39K	Mar 31, 26	+29	0.00%
NBC SECURITIES, INC.	8.13K	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	7.49K	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	6.67K	Mar 31, 26	-2.35K	0.00%
HARBOR INVESTMENT ADVISORY, LLC	6.25K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	6.00K	Mar 31, 26	+1.51K	0.00%
MAI Capital Management	5.67K	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	4.94K	Mar 31, 26	-23	0.00%
Opal Wealth Advisors, LLC	4.70K	Mar 31, 26	+4.70K	0.00%
MATHER GROUP, LLC.	4.04K	Mar 31, 26	+4.04K	0.00%
Sound Income Strategies, LLC	3.90K	Mar 31, 26	--	0.00%
FINANCIAL CONSULATE, INC	3.75K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	3.39K	Mar 31, 26	-794	0.00%
FNY Investment Advisers, LLC	3.00K	Mar 31, 26	+3.00K	0.00%
Strategic Wealth Partners, Ltd.	3.00K	Mar 31, 26	-4.91K	0.00%
Larson Financial Group LLC	2.77K	Mar 31, 26	+2.77K	0.00%
Washington Trust Advisors, Inc.	2.60K	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	2.40K	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	2.23K	Mar 31, 26	+999	0.00%
Smartleaf Asset Management LLC	2.00K	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	1.90K	Mar 31, 26	-14.75K	0.00%
Main Street Group, LTD	1.68K	Mar 31, 26	+1.68K	0.00%
ASSETMARK, INC	1.51K	Mar 31, 26	-200	0.00%
Pinnacle Wealth Planning Services, Inc.	1.50K	Mar 31, 26	-6.14K	0.00%
Citizens National Bank Trust Department	1.40K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.15K	Mar 31, 26	-2.00K	0.00%
HFM Investment Advisors, LLC	1.04K	Mar 31, 26	--	0.00%
SWAN Capital LLC	995	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	976	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	902	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	748	Mar 31, 26	--	0.00%
Leo H. Evart, Inc.	741	Mar 31, 26	+741	0.00%
POM Investment Strategies, LLC	699	Mar 31, 26	+699	0.00%
Trust Co	681	Mar 31, 26	+5	0.00%
WPG Advisers, LLC	638	Mar 31, 26	-1.84K	0.00%
Beaird Harris Wealth Management, LLC	624	Mar 31, 26	+624	0.00%
Abound Wealth Management	588	Mar 31, 26	+588	0.00%
Darwin Wealth Management, LLC	551	Mar 31, 26	--	0.00%
LRI Investments, LLC	427	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	374	Mar 31, 26	+374	0.00%
JPMORGAN CHASE & CO	359	Mar 31, 26	--	0.00%
WOLFF WIESE MAGANA LLC	350	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	300	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	284	Mar 31, 26	+284	0.00%
TRUST CO OF TOLEDO NA /OH/	276	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	275	Mar 31, 26	+275	0.00%
BlackRock, Inc.	265	Mar 31, 26	+265	0.00%
Tower Research Capital LLC (TRC)	184	Mar 31, 26	+174	0.00%
JONES FINANCIAL COMPANIES LLLP	140	Mar 31, 26	+140	0.00%
Parallel Advisors, LLC	136	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	99	Mar 31, 26	+99	0.00%
MV CAPITAL MANAGEMENT, INC.	95	Mar 31, 26	--	0.00%
CBIZ Investment Advisory Services, LLC	87	Mar 31, 26	--	0.00%
Pflug Koory, LLC	66	Mar 31, 26	--	0.00%
GAMMA Investing LLC	7	Mar 31, 26	--	0.00%
Segment Wealth Management, LLC	--	Mar 31, 26	-15.01K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-941	--
ZACKS INVESTMENT MANAGEMENT	--	Mar 31, 26	-17.52K	--
Uptown Financial Advisors LLC	--	Mar 31, 26	-31.60K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-3.21K	--
BOK Financial Private Wealth, Inc.	--	Mar 31, 26	-1.14K	--
TITLEIST ASSET MANAGEMENT, LLC	--	Mar 31, 26	-11.83K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-1.09K	--
Summit Trail Advisors, LLC	--	Mar 31, 26	-19.36K	--
Wealth Preservation Advisors, LLC	--	Mar 31, 26	-805	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-1	--
TECTONIC ADVISORS LLC	--	Mar 31, 26	-50.00K	--
CAPITAL ADVISORS INC/OK	--	Mar 31, 26	-55.84K	--
PROATHLETE WEALTH MANAGEMENT LLC	--	Mar 31, 26	-9.89K	--
Elevate Capital Advisors, LLC	--	Mar 31, 26	-35.31K	--
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-18.35K	--
Thoma Capital Management LLC	--	Mar 31, 26	-154.50K	--
CHOREO, LLC	--	Mar 31, 26	-23.72K	--
Ironsides Asset Advisors, LLC	--	Mar 31, 26	-11.43K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-209.43K	--
IFG Advisory, LLC	--	Mar 31, 26	-25.66K	--
Turim 21 Investimentos Ltda.	--	Mar 31, 26	-2.21K	--
Sowell Financial Services LLC	--	Mar 31, 26	-155.00K	--
CLIENT 1ST ADVISORY GROUP, LLC	--	Mar 31, 26	-12.72K	--
Penserra Capital Management LLC	--	Mar 31, 26	-922.13K	--
Navalign, LLC	--	Mar 31, 26	-277	--
MONTAG A & ASSOCIATES INC	--	Mar 31, 26	-219	--
CI Private Wealth, LLC	--	Mar 31, 26	-17.32K	--
Oakworth Capital, Inc.	--	Mar 31, 26	-10.97K	--
CAMPBELL CAPITAL MANAGEMENT INC	--	Mar 31, 26	-348.26K	--
TCTC Holdings, LLC	--	Mar 31, 26	-2.00K	--
Dynamic Wealth Strategies, LLC	--	Mar 31, 26	-2.50K	--
MORGAN STANLEY	6.92M	Dec 31, 25	-526.89K	1.93%
BANK OF AMERICA CORP /DE/	4.52M	Dec 31, 25	+140.42K	1.26%
RAYMOND JAMES FINANCIAL INC	3.82M	Dec 31, 25	+344.53K	1.07%
GUGGENHEIM CAPITAL LLC	1.90M	Dec 31, 25	-8.37K	0.53%
CAPTRUST FINANCIAL ADVISORS	1.21M	Dec 31, 25	+43.99K	0.34%
Cerity Partners LLC	1.03M	Dec 31, 25	+27.08K	0.29%
Smith Asset Management Co., LLC	926.02K	Dec 31, 25	-18.11K	0.26%
AMERIPRISE FINANCIAL INC	757.99K	Dec 31, 25	-2.94K	0.21%
FCA CORP /TX	515.68K	Dec 31, 25	+42.12K	0.14%
Lido Advisors, LLC	454.54K	Dec 31, 25	--	0.13%
NewEdge Advisors, LLC	340.45K	Dec 31, 25	+10.74K	0.10%
PRELUDE CAPITAL MANAGEMENT, LLC	300.00K	Dec 31, 25	--	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	189.63K	Dec 31, 25	+48.47K	0.05%
Advisory Services Network, LLC	109.68K	Dec 31, 25	+212	0.03%
AlphaCore Capital LLC	101.83K	Dec 31, 25	-5.03K	0.03%
Palogic Value Management, L.P.	100.56K	Dec 31, 25	+247	0.03%
Mariner, LLC	85.79K	Dec 31, 25	+3.28K	0.02%
Bramshill Investments, LLC	75.81K	Dec 31, 25	+519	0.02%
RMB Capital Management, LLC	75.61K	Dec 31, 25	--	0.02%
Anchor Capital Management Group Inc	70.00K	Dec 31, 25	--	0.02%
COMERICA BANK	63.70K	Dec 31, 25	-948	0.02%
CITADEL ADVISORS LLC	52.81K	Dec 31, 25	-58.85K	0.01%
Global Retirement Partners, LLC	52.59K	Dec 31, 25	+51.57K	0.01%
Rockefeller Capital Management L.P.	52.21K	Dec 31, 25	-10.23K	0.01%
Baird Financial Group, Inc.	33.40K	Dec 31, 25	-200	0.01%
Equitable Holdings, Inc.	29.06K	Dec 31, 25	+3.31K	0.01%
Allworth Financial LP	24.87K	Dec 31, 25	+3.31K	0.01%
TCG Advisory Services, LLC	24.46K	Dec 31, 25	+4.14K	0.01%
Jacobi Capital Management LLC	20.48K	Dec 31, 25	+1.30K	0.01%
DV Trading LLC	20.22K	Dec 31, 25	+20.22K	0.01%
Concorde Asset Management, LLC	18.48K	Dec 31, 25	-1.35K	0.01%
Quantinno Capital Management LP	17.64K	Dec 31, 25	-20.30K	0.00%
SageView Advisory Group, LLC	17.54K	Dec 31, 25	-10.19K	0.00%
ZACKS INVESTMENT MANAGEMENT	17.52K	Dec 31, 25	-922	0.00%
CI Private Wealth, LLC	17.32K	Dec 31, 25	+791	0.00%
HORIZON KINETICS ASSET MANAGEMENT LLC	16.43K	Dec 31, 25	--	0.00%
Alpha Cubed Investments, LLC	16.11K	Dec 31, 25	-667	0.00%
SRS Capital Advisors, Inc.	14.72K	Dec 31, 25	--	0.00%
US BANCORP \DE\	14.02K	Dec 31, 25	+8.04K	0.00%
Royal Fund Management, LLC	13.82K	Dec 31, 25	+2.64K	0.00%
Tradition Wealth Management, LLC	12.68K	Dec 31, 25	--	0.00%
LEIGH BALDWIN & CO., LLC	10.38K	Dec 31, 25	-2.05K	0.00%
MARYLAND CAPITAL ADVISORS INC.	10.01K	Dec 31, 25	-4	0.00%
CWM, LLC	8.80K	Dec 31, 25	+626	0.00%
Sunbelt Securities, Inc.	8.00K	Dec 31, 25	+7.13K	0.00%
MAI Capital Management	5.67K	Dec 31, 25	-8.52K	0.00%
HAZLETT, BURT & WATSON, INC.	4.97K	Dec 31, 25	+79	0.00%
CIBC Private Wealth Group, LLC	4.48K	Dec 31, 25	-1.91K	0.00%
CoreFirst Bank & Trust	4.20K	Dec 31, 25	--	0.00%
Turim 21 Investimentos Ltda.	2.21K	Dec 31, 25	-264	0.00%
Smartleaf Asset Management LLC	2.00K	Dec 31, 25	+2.00K	0.00%
TUCKER ASSET MANAGEMENT LLC	1.25K	Dec 31, 25	+1.25K	0.00%
Cape Investment Advisory, Inc.	941	Dec 31, 25	--	0.00%
Wealth Preservation Advisors, LLC	805	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	627	Dec 31, 25	+627	0.00%
ORG Partners LLC	247	Dec 31, 25	--	0.00%
Virtu Financial LLC	--	Dec 31, 25	-85.14K	--
JONES FINANCIAL COMPANIES LLLP	--	Dec 31, 25	-266	--
Arkadios Wealth Advisors	--	Dec 31, 25	-10.69K	--
WETHERBY ASSET MANAGEMENT INC	48.99K	Sep 30, 25	+12.00K	0.01%
Stonegate Investment Group, LLC	15.49K	Sep 30, 25	--	0.00%
SMITH SHELLNUT WILSON LLC /ADV	12.86K	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	43.65K	Jun 30, 25	-824	0.01%
Atria Wealth Solutions, Inc.	20.92K	Jun 30, 25	-63.16K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	2.17K	Jun 30, 25	+2.17K	0.00%
Financial Gravity Companies, Inc.	388	Jun 30, 25	+388	0.00%
Schechter Investment Advisors, LLC	15.59K	Mar 31, 25	--	0.00%
Sandy Spring Bank	238	Mar 31, 25	+238	0.00%
HTLF Bank	15.68K	Dec 31, 24	--	0.00%
Tallon Kerry Patrick	15.30K	Dec 31, 24	+15.30K	0.00%
RE Dickinson Investment Advisors, LLC	1.41K	Dec 31, 24	-3.30K	0.00%
AlphaMark Advisors, LLC	314	Dec 31, 24	+10	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-2.39K	--
RAYMOND JAMES & ASSOCIATES	2.56M	Sep 30, 24	+190.04K	0.72%
Raymond James Financial Services Advisors, Inc.	666.65K	Sep 30, 24	+44.88K	0.19%
All Season Financial Advisors, Inc.	80.24K	Sep 30, 24	+540	0.02%
RAYMOND JAMES TRUST N.A.	31.95K	Sep 30, 24	-11.15K	0.01%
FinTrust Capital Advisors, LLC	1.34K	Sep 30, 24	+1.34K	0.00%
GUNN & Co INVESTMENT MANAGEMENT, INC.	--	Sep 30, 24	-15.00K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	11.24K	Jun 30, 24	-2.49K	0.00%
Cetera Advisor Networks LLC	176.09K	Mar 31, 24	-53.05K	0.05%
Cetera Advisors LLC	122.62K	Mar 31, 24	+96.16K	0.03%
Eudaimonia Partners, LLC	79.06K	Mar 31, 24	-9.26K	0.02%
Bartlett & Co. LLC	3.42K	Dec 31, 23	+3.42K	0.00%
Baystate Wealth Management LLC	3.03K	Dec 31, 23	+3.03K	0.00%
Claybrook Capital, LLC	357.23K	Sep 30, 23	--	0.10%
PATHSTONE FAMILY OFFICE, LLC	25.00K	Sep 30, 23	+25.00K	0.01%
Veritable, L.P.	25.00K	Jun 30, 23	--	0.01%
Endurance Wealth Management, Inc.	9.33K	Jun 30, 23	--	0.00%
Ahrens Investment Partners LLC	1.40K	Mar 31, 23	+1.40K	0.00%
American Portfolios Advisors	20.00K	Sep 30, 22	+4.50K	0.01%
Covington Capital Management	10.05K	Sep 30, 22	--	0.00%
FourThought Financial, LLC	302	Sep 30, 22	+302	0.00%
DIXON HUBARD FEINOUR & BROWN INC/VA	124.85K	Jun 30, 22	-3.00K	0.03%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1.44M	Mar 31, 22	+171.58K	0.40%
Mosaic Family Wealth, LLC	86.89K	Dec 31, 21	-12.08K	0.02%
Carroll Financial Associates, Inc.	6.80K	Dec 31, 21	+1.80K	0.00%
REILLY FINANCIAL ADVISORS, LLC	1.39K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	500	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	59.63K	Sep 30, 21	-7.44K	0.02%
Ameritas Investment Company, LLC	26.79K	Sep 30, 21	+2.04K	0.01%
LEVEL FOUR FINANCIAL, LLC	25.00K	Sep 30, 21	--	0.01%
Homrich & Berg	10.50K	Sep 30, 21	-2.50K	0.00%
Winslow, Evans & Crocker, Inc.	11.63K	Dec 31, 20	+2.06K	0.00%
Reby Advisors, LLC	2.50K	Dec 31, 20	+2.50K	0.00%
Orinda Asset Management LLC	147.91K	Sep 30, 20	-229.99K	0.04%
First Allied Advisory Services, Inc.	17.02K	Sep 30, 20	-445	0.00%
TCG Advisors, LP	--	Sep 30, 20	-204.59K	--
Starfire Investment Advisers, Inc.	23.95K	Jun 30, 20	--	0.01%
Advisor Group, Inc.	99.44K	Dec 31, 19	+3.79K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	95.58K	Dec 31, 19	-9.75K	0.03%
BB&T SECURITIES, LLC	22.55K	Sep 30, 19	+4.94K	0.01%
Alpine Group USVI, LLC	22.02K	Sep 30, 19	+22.02K	0.01%
NEXT Financial Holdings	2.47K	Mar 31, 19	+2.47K	0.00%
Horizon Kinetics LLC	--	Dec 31, 18	-22.86K	--
XML SECURITIES, LLC	58.77K	Mar 31, 18	+4.48K	0.02%
IFC Holdings Incorporated/FL	112.96K	Dec 31, 17	-8.30K	0.03%
NATIONAL PLANNING CORP	--	Dec 31, 17	-30.68K	--
Jacobus Wealth Management, Inc.	661.22K	Sep 30, 17	+19.37K	0.18%
Commonwealth Equity Services, Inc	211.56K	Jun 30, 17	+43.17K	0.06%
WFG Advisors, LP	88.67K	Jun 30, 17	+26.48K	0.02%
JANUS HENDERSON INVESTORS US LLC	54.89K	Mar 31, 17	-43.70K	0.02%
Lakeside Wealth Management Group, LLC	10.50K	Mar 31, 17	--	0.00%
Algebris Investments (UK) LLP	--	Mar 31, 17	-162.73K	--
BLACKROCK ADVISORS LLC	48.10K	Dec 31, 16	+48.10K	0.01%
MSI Financial Services Inc	4.00K	Dec 31, 16	-2.98K	0.00%
VSR Financial Services, Inc.	62.12K	Jun 30, 16	-2.00K	0.02%
TRUST & FIDUCIARY MANAGEMENT SERVICES INC	591.04K	Dec 31, 15	-10.89K	0.17%
COHEN & STEERS CAPITAL MANAGEMENT INC	1.62M	Mar 31, 15	+1.62M	0.45%
BAIRD ROBERT W & CO INC /WI/	15.41K	Mar 31, 15	+222	0.00%
STANCORP INVESTMENT ADVISERS INC	2.19K	Mar 31, 15	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	375	Dec 31, 14	--	0.00%
UBS AG	306.71K	Sep 30, 14	+25.78K	0.09%
BlueCrest Capital Management LLP	--	Sep 30, 14	-17.71K	--
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-11.55K	--
US GLOBAL INVESTORS FUNDS	5.38K	Dec 31, 13	+5.38K	0.00%
STIFEL NICOLAUS & CO INC \MO\	25.61K	Sep 30, 13	-19.53K	0.01%
First Allied Securities, Inc.	32.35K	Jun 30, 12	+630	0.01%
NOLLENBERGER CAPITAL PARTNERS INC	667	Dec 31, 10	--	0.00%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	565.33K	Jun 30, 10	-99.65K	0.16%
Full Value Advisors, LLC	12.30K	Sep 30, 09	--	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

5.44M

Mar 31, 26

-1.48M

1.52%

WELLS FARGO & COMPANY/MN

4.65M

Mar 31, 26

+245.75K

1.30%

UBS Group AG

4.40M

Mar 31, 26

+84.22K

1.23%

RAYMOND JAMES FINANCIAL INC

4.07M

Mar 31, 26

+248.04K

1.14%

ROYAL BANK OF CANADA

2.88M

Mar 31, 26

+1.75M

0.81%

Invesco Ltd.

2.57M

Mar 31, 26

-576.79K

0.72%

LPL Financial LLC

2.28M

Mar 31, 26

+26.91K

0.64%

GUGGENHEIM CAPITAL LLC

1.91M

Mar 31, 26

+10.65K

0.53%

CAPTRUST FINANCIAL ADVISORS

1.54M

Mar 31, 26

+325.57K

0.43%

COMMONWEALTH EQUITY SERVICES, LLC

1.22M

Mar 31, 26

-13.96K

0.34%

ADVISOR GROUP HOLDINGS, INC.

1.21M

Mar 31, 26

+23.71K

0.34%

Cerity Partners LLC

1.19M

Mar 31, 26

+168.65K

0.33%

Janney Montgomery Scott LLC

1.11M

Mar 31, 26

-8.81K

0.31%

GREATMARK INVESTMENT PARTNERS, INC.

985.86K

Mar 31, 26

-16.73K

0.28%

MGO ONE SEVEN LLC

982.81K

Mar 31, 26

+20.86K

0.27%

Smith Asset Management Co., LLC

911.40K

Mar 31, 26

-14.62K

0.25%

TRUIST FINANCIAL CORP

888.22K

Mar 31, 26

+100.31K

0.25%

Cetera Investment Advisers

803.34K

Mar 31, 26

+70.03K

0.22%

AMERIPRISE FINANCIAL INC

794.99K

Mar 31, 26

+37.00K

0.22%

COHEN & STEERS, INC.

785.25K

Mar 31, 26

0.22%

Kestra Advisory Services, LLC

744.39K

Mar 31, 26

+87.27K

0.21%

Advisors Asset Management, Inc.

669.56K

Mar 31, 26

-148.54K

0.19%

Moors & Cabot, Inc.

539.13K

Mar 31, 26

+2.19K

0.15%

FCA CORP /TX

526.49K

Mar 31, 26

+10.82K

0.15%

Stratos Wealth Partners, LTD.

489.68K

Mar 31, 26

-12.54K

0.14%

Chicago Partners Investment Group LLC

488.31K

Mar 31, 26

-47.82K

0.14%

Lido Advisors, LLC

454.74K

Mar 31, 26

+200

0.13%

PROTECTIVE LIFE CORP

440.00K

Mar 31, 26

0.12%

STIFEL FINANCIAL CORP

437.60K

Mar 31, 26

-42.55K

0.12%

Cambridge Investment Research Advisors, Inc.

431.68K

Mar 31, 26

+8.00K

0.12%

ENVESTNET ASSET MANAGEMENT INC

400.40K

Mar 31, 26

-37.23K

0.11%

Steward Partners Investment Advisory, LLC

351.62K

Mar 31, 26

+24.70K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

350.57K

Mar 31, 26

-3.03K

0.10%

Sanctuary Advisors, LLC

338.98K

Mar 31, 26

+2.16K

0.09%

Fiera Capital Corp

329.85K

Mar 31, 26

-17.00K

0.09%

Hennion & Walsh Asset Management, Inc.

326.33K

Mar 31, 26

-47.58K

0.09%

JANE STREET GROUP, LLC

310.48K

Mar 31, 26

-8.43K

0.09%

IBEX WEALTH ADVISORS

292.05K

Mar 31, 26

-752

0.08%

PRELUDE CAPITAL MANAGEMENT, LLC

289.48K

Mar 31, 26

-10.52K

0.08%

Capital Investment Advisors, LLC

269.94K

Mar 31, 26

-44.79K

0.08%

MSH Capital Advisors LLC

252.24K

Mar 31, 26

-6.58K

0.07%

DAVENPORT & Co LLC

240.02K

Mar 31, 26

-6.60K

0.07%

Wealth Advisory Solutions, LLC

219.47K

Mar 31, 26

-54.55K

0.06%

CoreCap Advisors, LLC

218.36K

Mar 31, 26

-3.98K

0.06%

FIRST TRUST ADVISORS LP

216.03K

Mar 31, 26

-21.83K

0.06%

HARBOUR INVESTMENTS, INC.

206.69K

Mar 31, 26

+109.82K

0.06%

Wealthspire Advisors, LLC

202.66K

Mar 31, 26

+473

0.06%

Geneos Wealth Management Inc.

198.97K

Mar 31, 26

+2.11K

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

179.29K

Mar 31, 26

-10.34K

0.05%

Jupiter Wealth Management LLC

168.73K

Mar 31, 26

+168.73K

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

161.71K

Mar 31, 26

0.05%

UMB Bank, n.a.

158.85K

Mar 31, 26

0.04%

HighTower Advisors, LLC

155.62K

Mar 31, 26

+8.89K

0.04%

E&G Advisors, LP

153.90K

Mar 31, 26

-4.34K

0.04%

Private Advisor Group, LLC

139.03K

Mar 31, 26

-11.20K

0.04%

Wealthcare Advisory Partners LLC

137.28K

Mar 31, 26

+13.83K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

137.08K

Mar 31, 26

+6.55K

0.04%

WEDBUSH SECURITIES INC

115.39K

Mar 31, 26

+4.03K

0.03%

Mission Hills Financial Advisory, LLC

112.17K

Mar 31, 26

+25.29K

0.03%

Advisory Services Network, LLC

109.23K

Mar 31, 26

-453

0.03%

Samalin Investment Counsel, LLC

105.67K

Mar 31, 26

-13.26K

0.03%

Cornerstone Advisory, LLC

104.88K

Mar 31, 26

0.03%

Palogic Value Management, L.P.

100.56K

Mar 31, 26

0.03%

Pensionmark Financial Group, LLC

99.93K

Mar 31, 26

-396

0.03%

MILLENNIUM MANAGEMENT LLC

99.35K

Mar 31, 26

+99.35K

0.03%

AlphaCore Capital LLC

99.11K

Mar 31, 26

-2.72K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

98.71K

Mar 31, 26

+350

0.03%

MELFA WEALTH MANAGEMENT, LLC

97.02K

Mar 31, 26

-93

0.03%

Triumph Capital Management

93.55K

Mar 31, 26

+3.05K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

92.93K

Mar 31, 26

-740

0.03%

StoneX Group Inc.

92.10K

Mar 31, 26

+14.58K

0.03%

XTX Topco Ltd

90.39K

Mar 31, 26

+90.39K

0.03%

Benchmark Investment Advisors LLC

88.00K

Mar 31, 26

+88.00K

0.02%

MARINO, STRAM & ASSOCIATES LLC

86.57K

Mar 31, 26

0.02%

Waverly Advisors, LLC

86.10K

Mar 31, 26

+72.09K

0.02%

Mariner, LLC

85.58K

Mar 31, 26

-212

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

85.03K

Mar 31, 26

-10.39K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

84.08K

Mar 31, 26

+401

0.02%

Abel Hall, LLC

83.60K

Mar 31, 26

+13.60K

0.02%

Prospera Financial Services Inc

82.46K

Mar 31, 26

+15.04K

0.02%

Spire Wealth Management

79.97K

Mar 31, 26

-8.30K

0.02%

Shulman DeMeo Asset Management LLC

77.70K

Mar 31, 26

-7.65K

0.02%

Bramshill Investments, LLC

75.33K

Mar 31, 26

-476

0.02%

Pathstone Holdings, LLC

74.51K

Mar 31, 26

+24.94K

0.02%

ROTHSCHILD INVESTMENT LLC

71.08K

Mar 31, 26

+4.84K

0.02%

RVW Wealth, LLC

70.92K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

70.86K

Mar 31, 26

+60.98K

0.02%

Patriot Financial Group Insurance Agency, LLC

68.97K

Mar 31, 26

+34.48K

0.02%

PRINCIPAL SECURITIES, INC.

67.72K

Mar 31, 26

+94

0.02%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

67.25K

Mar 31, 26

+4.00K

0.02%

Centurion Wealth Management LLC

66.98K

Mar 31, 26

-764

0.02%

Everstar Asset Management, LLC

66.08K

Mar 31, 26

+66.08K

0.02%

Live Oak Private Wealth LLC

65.57K

Mar 31, 26

0.02%

Accel Wealth Management

65.02K

Mar 31, 26

-3.31K

0.02%

MOSAIC FAMILY WEALTH PARTNERS, LLC

61.44K

Mar 31, 26

+3.00K

0.02%

RMB Capital Management, LLC

60.97K

Mar 31, 26

-14.65K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

59.40K

Mar 31, 26

+24.39K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

56.98K

Mar 31, 26

+62

0.02%

WEALTH EFFECTS LLC

56.09K

Mar 31, 26

+56.09K

0.02%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

55.27K

Mar 31, 26

0.02%

MML INVESTORS SERVICES, LLC

53.45K

Mar 31, 26

-2.38K

0.01%

Savvy Advisors, Inc.

53.24K

Mar 31, 26

+9.98K

0.01%

B. Riley Wealth Advisors, Inc.

51.89K

Mar 31, 26

-1.04K

0.01%

Onyx Financial Advisors, LLC

50.15K

Mar 31, 26

0.01%

Rockefeller Capital Management L.P.

50.01K

Mar 31, 26

-2.20K

0.01%

Cottage Street Advisors LLC

49.80K

Mar 31, 26

+17

0.01%

Concurrent Investment Advisors, LLC

49.68K

Mar 31, 26

-15

0.01%

ONE WEALTH CAPITAL MANAGEMENT, LLC

49.02K

Mar 31, 26

0.01%

Investmark Advisory Group LLC

48.02K

Mar 31, 26

+2.54K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

47.45K

Mar 31, 26

+13.60K

0.01%

NWF Advisory Services Inc.

46.72K

Mar 31, 26

-253

0.01%

IHT Wealth Management, LLC

45.84K

Mar 31, 26

+13.70K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

44.64K

Mar 31, 26

+3.76K

0.01%

Operose Advisors LLC

44.47K

Mar 31, 26

0.01%

Sage Capital Advisors,llc

43.90K

Mar 31, 26

+1.71K

0.01%

Gridiron Partners, LLC

43.36K

Mar 31, 26

-9.61K

0.01%

Ameritas Advisory Services, LLC

42.21K

Mar 31, 26

0.01%

Carson Advisory Inc.

41.56K

Mar 31, 26

-3.50K

0.01%

FIRST MERCHANTS CORP

39.28K

Mar 31, 26

-12.36K

0.01%

SILVER OAK SECURITIES, INCORPORATED

39.05K

Mar 31, 26

-318

0.01%

Equitable Holdings, Inc.

38.22K

Mar 31, 26

+9.16K

0.01%

Virtu Financial LLC

38.10K

Mar 31, 26

+38.10K

0.01%

LIBERTY WEALTH MANAGEMENT LLC

37.89K

Mar 31, 26

-405

0.01%

HRT FINANCIAL LP

37.69K

Mar 31, 26

+37.69K

0.01%

TCG Advisory Services, LLC

37.58K

Mar 31, 26

+13.12K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

37.18K

Mar 31, 26

+5.79K

0.01%

Kovack Advisors, Inc.

36.77K

Mar 31, 26

+2.66K

0.01%

DAYMARK WEALTH PARTNERS, LLC

35.26K

Mar 31, 26

+850

0.01%

SMITH CHAS P & ASSOCIATES PA CPAS

35.00K

Mar 31, 26

-7.50K

0.01%

Creative Planning

34.28K

Mar 31, 26

+4.71K

0.01%

D.A. DAVIDSON & CO.

33.07K

Mar 31, 26

-3.73K

0.01%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

32.06K

Mar 31, 26

+32.06K

0.01%

Baird Financial Group, Inc.

32.01K

Mar 31, 26

-1.38K

0.01%

PRIVATE TRUST CO NA

31.15K

Mar 31, 26

0.01%

Fortitude Advisory Group L.L.C.

30.72K

Mar 31, 26

0.01%

Mount Yale Investment Advisors, LLC

30.08K

Mar 31, 26

-2.17K

0.01%

OPPENHEIMER & CO INC

29.95K

Mar 31, 26

+54

0.01%

Physician Wealth Advisors, Inc.

29.37K

Mar 31, 26

0.01%

Vestmark Advisory Solutions, Inc.

29.08K

Mar 31, 26

-2.67K

0.01%

Bank of New York Mellon Corp

28.88K

Mar 31, 26

+10.46K

0.01%

Advisor OS, LLC

28.79K

Mar 31, 26

-705

0.01%

Kingstone Capital Partners Texas, LLC

28.58K

Mar 31, 26

+2.58K

0.01%

Farther Finance Advisors, LLC

28.47K

Mar 31, 26

+6.77K

0.01%

WHITTIER TRUST CO

28.40K

Mar 31, 26

+2.56K

0.01%

Concord Wealth Partners

28.15K

Mar 31, 26

+425

0.01%

M Holdings Securities, Inc.

27.93K

Mar 31, 26

-177

0.01%

CALDWELL SUTTER CAPITAL, INC.

27.14K

Mar 31, 26

0.01%

SageGuard Financial Group, LLC

27.06K

Mar 31, 26

+340

0.01%

Summit Financial, LLC

26.15K

Mar 31, 26

-313

0.01%

Merit Financial Group, LLC

25.34K

Mar 31, 26

-5.84K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

24.92K

Mar 31, 26

0.01%

Sigma Planning Corp

24.91K

Mar 31, 26

-492

0.01%

Catalina Capital Group, LLC

24.63K

Mar 31, 26

+62

0.01%

Jacobi Capital Management LLC

24.48K

Mar 31, 26

+4.00K

0.01%

DUNCKER STREETT & CO INC

24.47K

Mar 31, 26

0.01%

Berger Financial Group, Inc

24.34K

Mar 31, 26

+165

0.01%

Founders Financial Alliance, LLC

24.02K

Mar 31, 26

+909

0.01%

Snowden Capital Advisors LLC

23.74K

Mar 31, 26

-3.88K

0.01%

Wagner Wealth Management, LLC

23.72K

Mar 31, 26

+253

0.01%

International Private Wealth Advisors LLC

23.53K

Mar 31, 26

-858

0.01%

Allworth Financial LP

23.29K

Mar 31, 26

-1.58K

0.01%

Apollon Wealth Management, LLC

23.11K

Mar 31, 26

+214

0.01%

PFG Investments, LLC

23.00K

Mar 31, 26

+31

0.01%

Glass Jacobson Investment Advisors llc

22.57K

Mar 31, 26

+70

0.01%

Sage Capital Management, LLC

22.50K

Mar 31, 26

0.01%

RFG Advisory, LLC

22.37K

Mar 31, 26

+3.51K

0.01%

Tyche Wealth Partners LLC

22.24K

Mar 31, 26

+66

0.01%

J. L. Bainbridge & Co., Inc.

21.63K

Mar 31, 26

+2.64K

0.01%

US BANCORP \DE\

21.52K

Mar 31, 26

+7.50K

0.01%

GILL CAPITAL PARTNERS, LLC

20.87K

Mar 31, 26

-1.87K

0.01%

Valley Brook Capital Group, Inc.

20.31K

Mar 31, 26

-2.69K

0.01%

TSFG, LLC

20.22K

Mar 31, 26

0.01%

DV Trading LLC

20.22K

Mar 31, 26

-2

0.01%

Pacific Wealth Strategies Group, Inc.

20.00K

Mar 31, 26

+7.00K

0.01%

CITADEL ADVISORS LLC

19.95K

Mar 31, 26

-32.86K

0.01%

WealthTrust Axiom LLC

19.88K

Mar 31, 26

0.01%

Quantinno Capital Management LP

18.95K

Mar 31, 26

+1.31K

0.01%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

18.95K

Mar 31, 26

0.01%

Waterfront Wealth Inc.

18.79K

Mar 31, 26

-1.88K

0.01%

SHUFRO ROSE & CO LLC

18.37K

Mar 31, 26

0.01%

BURNEY CO/

18.29K

Mar 31, 26

0.01%

CreativeOne Wealth, LLC

17.89K

Mar 31, 26

+116

0.01%

JB Capital LLC

17.63K

Mar 31, 26

+64

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

17.58K

Mar 31, 26

+17.58K

0.00%

Strategic Financial Concepts, LLC

17.27K

Mar 31, 26

+4.72K

0.00%

McAlister, Sweet & Associates, Inc.

17.19K

Mar 31, 26

+17.19K

0.00%

Clearstead Advisors, LLC

16.96K

Mar 31, 26

-946

0.00%

WOLVERINE ASSET MANAGEMENT LLC

16.89K

Mar 31, 26

+16.89K

0.00%

GOLDMAN SACHS GROUP INC

16.83K

Mar 31, 26

+16.83K

0.00%

Huntleigh Advisors, Inc.

16.72K

Mar 31, 26

0.00%

Ausdal Financial Partners, Inc.

16.71K

Mar 31, 26

+11

0.00%

Gerber Kawasaki Wealth & Investment Management

16.62K

Mar 31, 26

+3.20K

0.00%

HORIZON KINETICS ASSET MANAGEMENT LLC

16.43K

Mar 31, 26

0.00%

BEACON FINANCIAL GROUP

16.33K

Mar 31, 26

+220

0.00%

Advance Capital Management, Inc.

15.93K

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

15.91K

Mar 31, 26

+240

0.00%

PSI Advisors, LLC

15.86K

Mar 31, 26

+15.86K

0.00%

WHITTIER TRUST CO OF NEVADA INC

15.39K

Mar 31, 26

+10.44K

0.00%

Perigon Wealth Management, LLC

15.31K

Mar 31, 26

0.00%

Argentarii, LLC

15.07K

Mar 31, 26

0.00%

Belpointe Asset Management LLC

14.90K

Mar 31, 26

0.00%

River Wealth Advisors LLC

14.69K

Mar 31, 26

0.00%

Etesian Wealth Advisors, Inc.

14.50K

Mar 31, 26

+500

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

14.19K

Mar 31, 26

0.00%

Post Resch Tallon Group Inc.

14.06K

Mar 31, 26

-495

0.00%

IEQ CAPITAL, LLC

13.84K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

13.72K

Mar 31, 26

-1.00K

0.00%

Beacon Financial Advisory LLC

13.71K

Mar 31, 26

+33

0.00%

TWO SIGMA SECURITIES, LLC

13.68K

Mar 31, 26

-1.68K

0.00%

VeraBank, N.A.

13.66K

Mar 31, 26

0.00%

Integrated Wealth Concepts LLC

13.61K

Mar 31, 26

-83.82K

0.00%

BOOTHBAY FUND MANAGEMENT, LLC

13.02K

Mar 31, 26

+13.02K

0.00%

SEGALL BRYANT & HAMILL, LLC

13.02K

Mar 31, 26

+13.02K

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

13.00K

Mar 31, 26

0.00%

180 WEALTH ADVISORS, LLC

12.86K

Mar 31, 26

+22

0.00%

SFE Investment Counsel

12.82K

Mar 31, 26

0.00%

Beacon Pointe Advisors, LLC

12.78K

Mar 31, 26

+12.78K

0.00%

Aspire Growth Partners LLC

12.76K

Mar 31, 26

+192

0.00%

WESBANCO BANK INC

12.64K

Mar 31, 26

-572

0.00%

Capital Investment Advisory Services, LLC

12.50K

Mar 31, 26

0.00%

STOCK YARDS BANK & TRUST CO

12.30K

Mar 31, 26

+1.40K

0.00%

Coastline Trust Co

12.14K

Mar 31, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

12.11K

Mar 31, 26

0.00%

Dakota Wealth Management

12.09K

Mar 31, 26

+12.09K

0.00%

American Financial Advisors, LLC

12.00K

Mar 31, 26

0.00%

Baker Avenue Asset Management, LP

12.00K

Mar 31, 26

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

12.00K

Mar 31, 26

0.00%

Colony Group, LLC

11.95K

Mar 31, 26

+11.95K

0.00%

Johnson & White Wealth Management, LLC

11.91K

Mar 31, 26

+144

0.00%

Tradition Wealth Management, LLC

11.84K

Mar 31, 26

-839

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

11.65K

Mar 31, 26

0.00%

Powell Investment Advisors, LLC

11.63K

Mar 31, 26

0.00%

PARK AVENUE SECURITIES LLC

11.61K

Mar 31, 26

-8.46K

0.00%

LifeSteps Financial, Inc.

11.52K

Mar 31, 26

0.00%

Certified Advisory Corp

11.45K

Mar 31, 26

+131

0.00%

CWM, LLC

11.35K

Mar 31, 26

+2.55K

0.00%

Sunpointe, LLC

11.20K

Mar 31, 26

0.00%

SAGESPRING WEALTH PARTNERS, LLC

10.93K

Mar 31, 26

+10.93K

0.00%

BankPlus Wealth Management LLC

10.89K

Mar 31, 26

0.00%

MKT Advisors LLC

10.70K

Mar 31, 26

-2.69K

0.00%

W.H. Cornerstone Investments Inc.

10.65K

Mar 31, 26

+160

0.00%

Fox Hill Wealth Management

10.63K

Mar 31, 26

0.00%

Osbon Capital Management LLC

10.56K

Mar 31, 26

+10.56K

0.00%

Collaborative Wealth Managment Inc.

10.29K

Mar 31, 26

0.00%

Future Financial Wealth Managment LLC

10.00K

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

9.64K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

9.39K

Mar 31, 26

+29

0.00%

NBC SECURITIES, INC.

8.13K

Mar 31, 26

0.00%

CENTRAL TRUST Co

7.49K

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

6.67K

Mar 31, 26

-2.35K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

6.25K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

6.00K

Mar 31, 26

+1.51K

0.00%

MAI Capital Management

5.67K

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

4.94K

Mar 31, 26

-23

0.00%

Opal Wealth Advisors, LLC

4.70K

Mar 31, 26

+4.70K

0.00%

MATHER GROUP, LLC.

4.04K

Mar 31, 26

+4.04K

0.00%

Sound Income Strategies, LLC

3.90K

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

3.75K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

3.39K

Mar 31, 26

-794

0.00%

FNY Investment Advisers, LLC

3.00K

Mar 31, 26

+3.00K

0.00%

Strategic Wealth Partners, Ltd.

3.00K

Mar 31, 26

-4.91K

0.00%

Larson Financial Group LLC

2.77K

Mar 31, 26

+2.77K

0.00%

Washington Trust Advisors, Inc.

2.60K

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

2.40K

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

2.23K

Mar 31, 26

+999

0.00%

Smartleaf Asset Management LLC

2.00K

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

1.90K

Mar 31, 26

-14.75K

0.00%

Main Street Group, LTD

1.68K

Mar 31, 26

+1.68K

0.00%

ASSETMARK, INC

1.51K

Mar 31, 26

-200

0.00%

Pinnacle Wealth Planning Services, Inc.

1.50K

Mar 31, 26

-6.14K

0.00%

Citizens National Bank Trust Department

1.40K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.15K

Mar 31, 26

-2.00K

0.00%

HFM Investment Advisors, LLC

1.04K

Mar 31, 26

0.00%

SWAN Capital LLC

995

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

976

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

902

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

748

Mar 31, 26

0.00%

Leo H. Evart, Inc.

741

Mar 31, 26

+741

0.00%

POM Investment Strategies, LLC

699

Mar 31, 26

+699

0.00%

Trust Co

681

Mar 31, 26

0.00%

WPG Advisers, LLC

638

Mar 31, 26

-1.84K

0.00%

Beaird Harris Wealth Management, LLC

624

Mar 31, 26

+624

0.00%

Abound Wealth Management

588

Mar 31, 26

+588

0.00%

Darwin Wealth Management, LLC

551

Mar 31, 26

0.00%

LRI Investments, LLC

427

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

374

Mar 31, 26

+374

0.00%

JPMORGAN CHASE & CO

359

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

350

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

300

Mar 31, 26

0.00%

Root Financial Partners, LLC

284

Mar 31, 26

+284

0.00%

TRUST CO OF TOLEDO NA /OH/

276

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

275

Mar 31, 26

+275

0.00%

BlackRock, Inc.

265

Mar 31, 26

+265

0.00%

Tower Research Capital LLC (TRC)

184

Mar 31, 26

+174

0.00%

JONES FINANCIAL COMPANIES LLLP

140

Mar 31, 26

+140

0.00%

Parallel Advisors, LLC

136

Mar 31, 26

0.00%

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

Mar 31, 26

+99

0.00%

MV CAPITAL MANAGEMENT, INC.

Mar 31, 26

0.00%

CBIZ Investment Advisory Services, LLC

Mar 31, 26

0.00%

Pflug Koory, LLC

Mar 31, 26

0.00%

GAMMA Investing LLC

Mar 31, 26

0.00%

Segment Wealth Management, LLC

Mar 31, 26

-15.01K

Cape Investment Advisory, Inc.

Mar 31, 26

-941

ZACKS INVESTMENT MANAGEMENT

Mar 31, 26

-17.52K

Uptown Financial Advisors LLC

Mar 31, 26

-31.60K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-3.21K

BOK Financial Private Wealth, Inc.

Mar 31, 26

-1.14K

TITLEIST ASSET MANAGEMENT, LLC

Mar 31, 26

-11.83K

Turning Point Benefit Group, Inc.

Mar 31, 26

-1.09K

Summit Trail Advisors, LLC

Mar 31, 26

-19.36K

Wealth Preservation Advisors, LLC

Mar 31, 26

-805

Lloyd Advisory Services, LLC.

Mar 31, 26

-1

TECTONIC ADVISORS LLC

Mar 31, 26

-50.00K

CAPITAL ADVISORS INC/OK

Mar 31, 26

-55.84K

PROATHLETE WEALTH MANAGEMENT LLC

Mar 31, 26

-9.89K

Elevate Capital Advisors, LLC

Mar 31, 26

-35.31K

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-18.35K

Thoma Capital Management LLC

Mar 31, 26

-154.50K

CHOREO, LLC

Mar 31, 26

-23.72K

Ironsides Asset Advisors, LLC

Mar 31, 26

-11.43K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-209.43K

IFG Advisory, LLC

Mar 31, 26

-25.66K

Turim 21 Investimentos Ltda.

Mar 31, 26

-2.21K

Sowell Financial Services LLC

Mar 31, 26

-155.00K

CLIENT 1ST ADVISORY GROUP, LLC

Mar 31, 26

-12.72K

Penserra Capital Management LLC

Mar 31, 26

-922.13K

Navalign, LLC

Mar 31, 26

-277

MONTAG A & ASSOCIATES INC

Mar 31, 26

-219

CI Private Wealth, LLC

Mar 31, 26

-17.32K

Oakworth Capital, Inc.

Mar 31, 26

-10.97K

CAMPBELL CAPITAL MANAGEMENT INC

Mar 31, 26

-348.26K

TCTC Holdings, LLC

Mar 31, 26

-2.00K

Dynamic Wealth Strategies, LLC

Mar 31, 26

-2.50K

MORGAN STANLEY

6.92M

Dec 31, 25

-526.89K

1.93%

BANK OF AMERICA CORP /DE/

4.52M

Dec 31, 25

+140.42K

1.26%

RAYMOND JAMES FINANCIAL INC

3.82M

Dec 31, 25

+344.53K

1.07%

GUGGENHEIM CAPITAL LLC

1.90M

Dec 31, 25

-8.37K

0.53%

CAPTRUST FINANCIAL ADVISORS

1.21M

Dec 31, 25

+43.99K

0.34%

Cerity Partners LLC

1.03M

Dec 31, 25

+27.08K

0.29%

Smith Asset Management Co., LLC

926.02K

Dec 31, 25

-18.11K

0.26%

AMERIPRISE FINANCIAL INC

757.99K

Dec 31, 25

-2.94K

0.21%

FCA CORP /TX

515.68K

Dec 31, 25

+42.12K

0.14%

Lido Advisors, LLC

454.54K

Dec 31, 25

0.13%

NewEdge Advisors, LLC

340.45K

Dec 31, 25

+10.74K

0.10%

PRELUDE CAPITAL MANAGEMENT, LLC

300.00K

Dec 31, 25

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

189.63K

Dec 31, 25

+48.47K

0.05%

Advisory Services Network, LLC

109.68K

Dec 31, 25

+212

0.03%

AlphaCore Capital LLC

101.83K

Dec 31, 25

-5.03K

0.03%

Palogic Value Management, L.P.

100.56K

Dec 31, 25

+247

0.03%

Mariner, LLC

85.79K

Dec 31, 25

+3.28K

0.02%

Bramshill Investments, LLC

75.81K

Dec 31, 25

+519

0.02%

RMB Capital Management, LLC

75.61K

Dec 31, 25

0.02%

Anchor Capital Management Group Inc

70.00K

Dec 31, 25

0.02%

COMERICA BANK

63.70K

Dec 31, 25

-948

0.02%

CITADEL ADVISORS LLC

52.81K

Dec 31, 25

-58.85K

0.01%

Global Retirement Partners, LLC

52.59K

Dec 31, 25

+51.57K

0.01%

Rockefeller Capital Management L.P.

52.21K

Dec 31, 25

-10.23K

0.01%

Baird Financial Group, Inc.

33.40K

Dec 31, 25

-200

0.01%

Equitable Holdings, Inc.

29.06K

Dec 31, 25

+3.31K

0.01%

Allworth Financial LP

24.87K

Dec 31, 25

+3.31K

0.01%

TCG Advisory Services, LLC

24.46K

Dec 31, 25

+4.14K

0.01%

Jacobi Capital Management LLC

20.48K

Dec 31, 25

+1.30K

0.01%

DV Trading LLC

20.22K

Dec 31, 25

+20.22K

0.01%

Concorde Asset Management, LLC

18.48K

Dec 31, 25

-1.35K

0.01%

Quantinno Capital Management LP

17.64K

Dec 31, 25

-20.30K

0.00%

SageView Advisory Group, LLC

17.54K

Dec 31, 25

-10.19K

0.00%

ZACKS INVESTMENT MANAGEMENT

17.52K

Dec 31, 25

-922

0.00%

CI Private Wealth, LLC

17.32K

Dec 31, 25

+791

0.00%

HORIZON KINETICS ASSET MANAGEMENT LLC

16.43K

Dec 31, 25

0.00%

Alpha Cubed Investments, LLC

16.11K

Dec 31, 25

-667

0.00%

SRS Capital Advisors, Inc.

14.72K

Dec 31, 25

0.00%

US BANCORP \DE\

14.02K

Dec 31, 25

+8.04K

0.00%

Royal Fund Management, LLC

13.82K

Dec 31, 25

+2.64K

0.00%

Tradition Wealth Management, LLC

12.68K

Dec 31, 25

0.00%

LEIGH BALDWIN & CO., LLC

10.38K

Dec 31, 25

-2.05K

0.00%

MARYLAND CAPITAL ADVISORS INC.

10.01K

Dec 31, 25

-4

0.00%

CWM, LLC

8.80K

Dec 31, 25

+626

0.00%

Sunbelt Securities, Inc.

8.00K

Dec 31, 25

+7.13K

0.00%

MAI Capital Management

5.67K

Dec 31, 25

-8.52K

0.00%

HAZLETT, BURT & WATSON, INC.

4.97K

Dec 31, 25

+79

0.00%

CIBC Private Wealth Group, LLC

4.48K

Dec 31, 25

-1.91K

0.00%

CoreFirst Bank & Trust

4.20K

Dec 31, 25

0.00%

Turim 21 Investimentos Ltda.

2.21K

Dec 31, 25

-264

0.00%

Smartleaf Asset Management LLC

2.00K

Dec 31, 25

+2.00K

0.00%

TUCKER ASSET MANAGEMENT LLC

1.25K

Dec 31, 25

+1.25K

0.00%

Cape Investment Advisory, Inc.

941

Dec 31, 25

0.00%

Wealth Preservation Advisors, LLC

805

Dec 31, 25

0.00%

Motiv8 Investments LLC

627

Dec 31, 25

+627

0.00%

ORG Partners LLC

247

Dec 31, 25

0.00%

Virtu Financial LLC

Dec 31, 25

-85.14K

JONES FINANCIAL COMPANIES LLLP

Dec 31, 25

-266

Arkadios Wealth Advisors

Dec 31, 25

-10.69K

WETHERBY ASSET MANAGEMENT INC

48.99K

Sep 30, 25

+12.00K

0.01%

Stonegate Investment Group, LLC

15.49K

Sep 30, 25

0.00%

SMITH SHELLNUT WILSON LLC /ADV

12.86K

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

43.65K

Jun 30, 25

-824

0.01%

Atria Wealth Solutions, Inc.

20.92K

Jun 30, 25

-63.16K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

2.17K

Jun 30, 25

+2.17K

0.00%

Financial Gravity Companies, Inc.

388

Jun 30, 25

+388

0.00%

Schechter Investment Advisors, LLC

15.59K

Mar 31, 25

0.00%

Sandy Spring Bank

238

Mar 31, 25

+238

0.00%

HTLF Bank

15.68K

Dec 31, 24

0.00%

Tallon Kerry Patrick

15.30K

Dec 31, 24

+15.30K

0.00%

RE Dickinson Investment Advisors, LLC

1.41K

Dec 31, 24

-3.30K

0.00%

AlphaMark Advisors, LLC

314

Dec 31, 24

+10

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-2.39K

RAYMOND JAMES & ASSOCIATES

2.56M

Sep 30, 24

+190.04K

0.72%

Raymond James Financial Services Advisors, Inc.

666.65K

Sep 30, 24

+44.88K

0.19%

All Season Financial Advisors, Inc.

80.24K

Sep 30, 24

+540

0.02%

RAYMOND JAMES TRUST N.A.

31.95K

Sep 30, 24

-11.15K

0.01%

FinTrust Capital Advisors, LLC

1.34K

Sep 30, 24

+1.34K

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-15.00K

BENJAMIN F. EDWARDS & COMPANY, INC.

11.24K

Jun 30, 24

-2.49K

0.00%

Cetera Advisor Networks LLC

176.09K

Mar 31, 24

-53.05K

0.05%

Cetera Advisors LLC

122.62K

Mar 31, 24

+96.16K

0.03%

Eudaimonia Partners, LLC

79.06K

Mar 31, 24

-9.26K

0.02%

Bartlett & Co. LLC

3.42K

Dec 31, 23

+3.42K

0.00%

Baystate Wealth Management LLC

3.03K

Dec 31, 23

+3.03K

0.00%

Claybrook Capital, LLC

357.23K

Sep 30, 23

0.10%

PATHSTONE FAMILY OFFICE, LLC

25.00K

Sep 30, 23

+25.00K

0.01%

Veritable, L.P.

25.00K

Jun 30, 23

0.01%

Endurance Wealth Management, Inc.

9.33K

Jun 30, 23

0.00%

Ahrens Investment Partners LLC

1.40K

Mar 31, 23

+1.40K

0.00%

American Portfolios Advisors

20.00K

Sep 30, 22

+4.50K

0.01%

Covington Capital Management

10.05K

Sep 30, 22

0.00%

FourThought Financial, LLC

302

Sep 30, 22

+302

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

124.85K

Jun 30, 22

-3.00K

0.03%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

1.44M

Mar 31, 22

+171.58K

0.40%

Mosaic Family Wealth, LLC

86.89K

Dec 31, 21

-12.08K

0.02%

Carroll Financial Associates, Inc.

6.80K

Dec 31, 21

+1.80K

0.00%

REILLY FINANCIAL ADVISORS, LLC

1.39K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

500

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

59.63K

Sep 30, 21

-7.44K

0.02%

Ameritas Investment Company, LLC

26.79K

Sep 30, 21

+2.04K

0.01%

LEVEL FOUR FINANCIAL, LLC

25.00K

Sep 30, 21

0.01%

Homrich & Berg

10.50K

Sep 30, 21

-2.50K

0.00%

Winslow, Evans & Crocker, Inc.

11.63K

Dec 31, 20

+2.06K

0.00%

Reby Advisors, LLC

2.50K

Dec 31, 20

+2.50K

0.00%

Orinda Asset Management LLC

147.91K

Sep 30, 20

-229.99K

0.04%

First Allied Advisory Services, Inc.

17.02K

Sep 30, 20

-445

0.00%

TCG Advisors, LP

Sep 30, 20

-204.59K

Starfire Investment Advisers, Inc.

23.95K

Jun 30, 20

0.01%

Advisor Group, Inc.

99.44K

Dec 31, 19

+3.79K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

95.58K

Dec 31, 19

-9.75K

0.03%

BB&T SECURITIES, LLC

22.55K

Sep 30, 19

+4.94K

0.01%

Alpine Group USVI, LLC

22.02K

Sep 30, 19

+22.02K

0.01%

NEXT Financial Holdings

2.47K

Mar 31, 19

+2.47K

0.00%

Horizon Kinetics LLC

Dec 31, 18

-22.86K

XML SECURITIES, LLC

58.77K

Mar 31, 18

+4.48K

0.02%

IFC Holdings Incorporated/FL

112.96K

Dec 31, 17

-8.30K

0.03%

NATIONAL PLANNING CORP

Dec 31, 17

-30.68K

Jacobus Wealth Management, Inc.

661.22K

Sep 30, 17

+19.37K

0.18%

Commonwealth Equity Services, Inc

211.56K

Jun 30, 17

+43.17K

0.06%

WFG Advisors, LP

88.67K

Jun 30, 17

+26.48K

0.02%

JANUS HENDERSON INVESTORS US LLC

54.89K

Mar 31, 17

-43.70K

0.02%

Lakeside Wealth Management Group, LLC

10.50K

Mar 31, 17

0.00%

Algebris Investments (UK) LLP

Mar 31, 17

-162.73K

BLACKROCK ADVISORS LLC

48.10K

Dec 31, 16

+48.10K

0.01%

MSI Financial Services Inc

4.00K

Dec 31, 16

-2.98K

0.00%

VSR Financial Services, Inc.

62.12K

Jun 30, 16

-2.00K

0.02%

TRUST & FIDUCIARY MANAGEMENT SERVICES INC

591.04K

Dec 31, 15

-10.89K

0.17%

COHEN & STEERS CAPITAL MANAGEMENT INC

1.62M

Mar 31, 15

+1.62M

0.45%

BAIRD ROBERT W & CO INC /WI/

15.41K

Mar 31, 15

+222

0.00%

STANCORP INVESTMENT ADVISERS INC

2.19K

Mar 31, 15

0.00%

NEW ENGLAND SECURITIES CORP /MA/

375

Dec 31, 14

0.00%

UBS AG

306.71K

Sep 30, 14

+25.78K

0.09%

BlueCrest Capital Management LLP

Sep 30, 14

-17.71K

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-11.55K

US GLOBAL INVESTORS FUNDS

5.38K

Dec 31, 13

+5.38K

0.00%

STIFEL NICOLAUS & CO INC \MO\

25.61K

Sep 30, 13

-19.53K

0.01%

First Allied Securities, Inc.

32.35K

Jun 30, 12

+630

0.01%

NOLLENBERGER CAPITAL PARTNERS INC

667

Dec 31, 10

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

565.33K

Jun 30, 10

-99.65K

0.16%

Full Value Advisors, LLC

12.30K

Sep 30, 09

0.00%