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Latest holdings as of Source: SEC Form 13F holdings (Financial Modeling Prep)Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyHow we source this
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 8.86K | Dec 31, 25 | -- | 0.04% |
| Lokken Investment Group LLC | 22.76K | Sep 30, 25 | +8.94K | 0.10% |
| Nuveen Asset Management, LLC | 48.17K | Dec 31, 24 | +14.56K | 0.22% |
| Raymond James Financial Services Advisors, Inc. | 253.00K | Sep 30, 24 | +138.08K | 1.14% |
| RAYMOND JAMES & ASSOCIATES | 243.46K | Sep 30, 24 | -156 | 1.10% |
| GOODWIN DANIEL L | 28.50K | Sep 30, 23 | +2.50K | 0.13% |
| American Portfolios Advisors | 249 | Sep 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 76.68K | Mar 31, 22 | +31.96K | 0.35% |
| NEXT Financial Group, Inc | 8.40K | Dec 31, 21 | -400 | 0.04% |
| REILLY FINANCIAL ADVISORS, LLC | 272 | Dec 31, 21 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 17.98K | Dec 31, 19 | -2.35K | 0.08% |
| HL FINANCIAL SERVICES LLC | 10.65K | Mar 31, 19 | -- | 0.05% |
| Horizon Kinetics LLC | 32.36K | Dec 31, 18 | -37.49K | 0.15% |
| Allegis Investment Advisors, LLC | -- | Mar 31, 18 | -12.94K | -- |
| Yellowstone Partners, LLC | -- | Dec 31, 17 | -23.40K | -- |
| MSI Financial Services Inc | 1.92K | Dec 31, 16 | -- | 0.01% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 70.79K | Mar 31, 15 | +70.79K | 0.32% |
| UBS AG | 75.03K | Sep 30, 14 | +13.69K | 0.34% |
| First Allied Securities, Inc. | 17.30K | Jun 30, 12 | +400 | 0.08% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 277.64K | Jun 30, 10 | -61.45K | 1.25% |
