Virtus Dividend, Interest & Premium Strategy Fund(NFJ)

$14.40▲0.18 (1.27%)

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Virtus Dividend, Interest & Premium Strategy Fund(NFJ)

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$14.40▲0.18 (1.27%)

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NFJ(NFJ)

NFJ

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

Institutional Ownership

Top 196 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	10.70M	Mar 31, 26	-138.80K	11.29%
Saba Capital Management, L.P.	10.21M	Mar 31, 26	+1.57M	10.77%
BANK OF AMERICA CORP /DE/	2.63M	Mar 31, 26	-285.97K	2.77%
Allspring Global Investments Holdings, LLC	1.67M	Mar 31, 26	+21.39K	1.77%
STIFEL FINANCIAL CORP	1.23M	Mar 31, 26	-61.01K	1.30%
Invesco Ltd.	1.21M	Mar 31, 26	-68.02K	1.28%
Colony Group, LLC	956.10K	Mar 31, 26	-24.73K	1.01%
Advisors Asset Management, Inc.	862.48K	Mar 31, 26	-327.59K	0.91%
LPL Financial LLC	736.44K	Mar 31, 26	+683	0.78%
Penserra Capital Management LLC	593.44K	Mar 31, 26	+51.83K	0.63%
CAPSTONE INVESTMENT ADVISORS, LLC	526.67K	Mar 31, 26	--	0.56%
ROYAL BANK OF CANADA	509.22K	Mar 31, 26	-10.19K	0.54%
SIT INVESTMENT ASSOCIATES INC	470.64K	Mar 31, 26	+470.64K	0.50%
GUGGENHEIM CAPITAL LLC	449.89K	Mar 31, 26	-157.85K	0.47%
RAYMOND JAMES FINANCIAL INC	437.67K	Mar 31, 26	+3.21K	0.46%
WELLS FARGO & COMPANY/MN	391.92K	Mar 31, 26	+1.79K	0.41%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	288.97K	Mar 31, 26	+6.66K	0.30%
UBS Group AG	255.43K	Mar 31, 26	-57.82K	0.27%
Creative Planning	187.94K	Mar 31, 26	-7.56K	0.20%
ADVISOR GROUP HOLDINGS, INC.	168.97K	Mar 31, 26	-15.87K	0.18%
Shaker Financial Services, LLC	156.53K	Mar 31, 26	-65.34K	0.17%
THRIVENT FINANCIAL FOR LUTHERANS	148.16K	Mar 31, 26	-8.00K	0.16%
Integrated Wealth Concepts LLC	124.10K	Mar 31, 26	-8.26K	0.13%
Kestra Advisory Services, LLC	117.72K	Mar 31, 26	-4.01K	0.12%
NewEdge Advisors, LLC	105.27K	Mar 31, 26	+550	0.11%
D.A. DAVIDSON & CO.	96.04K	Mar 31, 26	+3.26K	0.10%
Modern Wealth Management, LLC	88.88K	Mar 31, 26	-11.95K	0.09%
CHOREO, LLC	80.70K	Mar 31, 26	+1.45K	0.09%
Opal Wealth Advisors, LLC	74.13K	Mar 31, 26	-389	0.08%
Pathstone Holdings, LLC	72.33K	Mar 31, 26	-414.68K	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	66.82K	Mar 31, 26	+24.78K	0.07%
Merit Financial Group, LLC	60.84K	Mar 31, 26	-1.01K	0.06%
STEPHENS INC /AR/	58.97K	Mar 31, 26	+5.10K	0.06%
BENJAMIN EDWARDS INC	57.92K	Mar 31, 26	-3.56K	0.06%
Baird Financial Group, Inc.	56.40K	Mar 31, 26	+175	0.06%
Beckerman Institutional, LLC	55.43K	Mar 31, 26	-414	0.06%
Advisor OS, LLC	52.07K	Mar 31, 26	+2.67K	0.05%
Cambridge Investment Research Advisors, Inc.	49.97K	Mar 31, 26	+694	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	48.90K	Mar 31, 26	+7.28K	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	46.84K	Mar 31, 26	+992	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	46.22K	Mar 31, 26	-556	0.05%
ACCREDITED INVESTOR SERVICES, LLC	46.14K	Mar 31, 26	-3.33K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	44.93K	Mar 31, 26	+5.46K	0.05%
WealthShield Partners, LLC	44.45K	Mar 31, 26	-4.45K	0.05%
UHLMANN PRICE SECURITIES, LLC	43.17K	Mar 31, 26	+1.02K	0.05%
Pointe Capital Management LLC	42.56K	Mar 31, 26	--	0.04%
ENVESTNET ASSET MANAGEMENT INC	41.66K	Mar 31, 26	+11.89K	0.04%
PARK AVENUE SECURITIES LLC	41.27K	Mar 31, 26	+41.27K	0.04%
Ionic Capital Management LLC	40.00K	Mar 31, 26	--	0.04%
Cetera Investment Advisers	37.48K	Mar 31, 26	-20.35K	0.04%
SAX WEALTH ADVISORS, LLC	36.03K	Mar 31, 26	--	0.04%
Mariner, LLC	35.76K	Mar 31, 26	-3.82K	0.04%
Avidian Wealth Solutions, LLC	35.02K	Mar 31, 26	+5.02K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	32.27K	Mar 31, 26	+32.27K	0.03%
Sanctuary Advisors, LLC	28.92K	Mar 31, 26	--	0.03%
Venture Visionary Partners LLC	27.99K	Mar 31, 26	--	0.03%
FIFTH THIRD BANCORP	27.21K	Mar 31, 26	+27.12K	0.03%
Comprehensive Money Management Services LLC	24.45K	Mar 31, 26	-600	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	23.37K	Mar 31, 26	+421	0.02%
Private Advisor Group, LLC	21.52K	Mar 31, 26	-697	0.02%
Jupiter Wealth Management LLC	21.42K	Mar 31, 26	+21.42K	0.02%
Kovack Advisors, Inc.	21.18K	Mar 31, 26	+2.11K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	20.00K	Mar 31, 26	--	0.02%
Procyon Advisors, LLC	18.32K	Mar 31, 26	+3.01K	0.02%
Janney Montgomery Scott LLC	18.23K	Mar 31, 26	+396	0.02%
Pinnacle Wealth Planning Services, Inc.	17.77K	Mar 31, 26	-1.78K	0.02%
EXCEL SECURITIES & ASSOCIATES, INC.	17.43K	Mar 31, 26	--	0.02%
Stratos Wealth Partners, LTD.	17.33K	Mar 31, 26	-546	0.02%
Vestmark Advisory Solutions, Inc.	17.32K	Mar 31, 26	--	0.02%
Mount Yale Investment Advisors, LLC	17.32K	Mar 31, 26	--	0.02%
Core Wealth Advisors, Inc.	17.20K	Mar 31, 26	+17.20K	0.02%
Occidental Asset Management, LLC	16.85K	Mar 31, 26	-45	0.02%
Capital Investment Advisors, LLC	16.44K	Mar 31, 26	-755	0.02%
M Holdings Securities, Inc.	16.20K	Mar 31, 26	-1.60K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	16.10K	Mar 31, 26	--	0.02%
HighTower Advisors, LLC	15.62K	Mar 31, 26	+2.29K	0.02%
DAVENPORT & Co LLC	15.47K	Mar 31, 26	-3.00K	0.02%
Steward Partners Investment Advisory, LLC	14.73K	Mar 31, 26	+1.32K	0.02%
Rockefeller Capital Management L.P.	14.55K	Mar 31, 26	-1.58K	0.02%
COMMERCE BANK	14.03K	Mar 31, 26	--	0.01%
Alteri Wealth LLC	13.89K	Mar 31, 26	--	0.01%
Vanguard Capital Wealth Advisors	12.90K	Mar 31, 26	+295	0.01%
Camelot Portfolios, LLC	12.80K	Mar 31, 26	-647	0.01%
CARY STREET PARTNERS FINANCIAL LLC	12.60K	Mar 31, 26	--	0.01%
Berry Wealth Group, LP	11.95K	Mar 31, 26	+248	0.01%
Equitable Holdings, Inc.	11.77K	Mar 31, 26	+1.44K	0.01%
WEDBUSH SECURITIES INC	10.51K	Mar 31, 26	+88	0.01%
Farther Finance Advisors, LLC	10.19K	Mar 31, 26	+9.73K	0.01%
Berger Financial Group, Inc	10.02K	Mar 31, 26	+10.02K	0.01%
CHATHAM CAPITAL GROUP, INC.	10.00K	Mar 31, 26	--	0.01%
Colonial Trust Co / SC	8.86K	Mar 31, 26	--	0.01%
WPG Advisers, LLC	7.75K	Mar 31, 26	+382	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	7.15K	Mar 31, 26	-3.27K	0.01%
Western Wealth Management, LLC	7.15K	Mar 31, 26	+7.15K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.69K	Mar 31, 26	-113	0.01%
Allworth Financial LP	3.29K	Mar 31, 26	+55	0.00%
CWM, LLC	3.20K	Mar 31, 26	+14	0.00%
EverSource Wealth Advisors, LLC	2.96K	Mar 31, 26	--	0.00%
BlackRock, Inc.	2.90K	Mar 31, 26	+2.90K	0.00%
WOLVERINE ASSET MANAGEMENT LLC	2.73K	Mar 31, 26	-106.15K	0.00%
Accordant Advisory Group Inc	2.60K	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	2.58K	Mar 31, 26	+2.43K	0.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV	2.20K	Mar 31, 26	+2.20K	0.00%
TD Waterhouse Canada Inc.	1.80K	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	1.64K	Mar 31, 26	+1.64K	0.00%
Root Financial Partners, LLC	1.08K	Mar 31, 26	+1.08K	0.00%
TSFG, LLC	1.00K	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	897	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	677	Mar 31, 26	+10	0.00%
Pinnacle Bancorp, Inc.	456	Mar 31, 26	--	0.00%
Bollard Group LLC	405	Mar 31, 26	+405	0.00%
Fortis Group Advisors, LLC	250	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	220	Mar 31, 26	-30	0.00%
Key FInancial Inc	196	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	100	Mar 31, 26	-277	0.00%
Tower Research Capital LLC (TRC)	10	Mar 31, 26	-14	0.00%
FMR LLC	1	Mar 31, 26	-14	0.00%
NWF Advisory Services Inc.	--	Mar 31, 26	-20.50K	--
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-11.88K	--
Modus Advisors, LLC	--	Mar 31, 26	-500	--
United Community Bank	--	Mar 31, 26	-1.65K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Mar 31, 26	-211.54K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-1.49K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-47.57K	--
Dakota Wealth Management	--	Mar 31, 26	-11.12K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-21.55K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-32.77K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-1.30K	--
Karpus Management, Inc.	--	Mar 31, 26	-413.04K	--
MGO ONE SEVEN LLC	--	Mar 31, 26	-10.66K	--
Larson Financial Group LLC	--	Mar 31, 26	-1.00K	--
SEVEN MILE ADVISORY	--	Mar 31, 26	-41.41K	--
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	--	Mar 31, 26	-1.00K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-32.53K	--
Global Retirement Partners, LLC	46.22K	Dec 31, 25	+45.89K	0.05%
COMERICA BANK	27.50K	Dec 31, 25	-574	0.03%
SOA Wealth Advisors, LLC.	704	Dec 31, 25	+16	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.15K	--
WETHERBY ASSET MANAGEMENT INC	13.00K	Sep 30, 25	-14.87K	0.01%
Sonora Investment Management Group, LLC	--	Sep 30, 25	-19.50K	--
Atria Wealth Solutions, Inc.	16.27K	Jun 30, 25	--	0.02%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	15.30K	Jun 30, 25	+15.30K	0.02%
AVANTAX ADVISORY SERVICES, INC.	10.23K	Jun 30, 25	+10.23K	0.01%
Sugarloaf Wealth Management, LLC	13.66K	Dec 31, 24	+45	0.01%
RE Dickinson Investment Advisors, LLC	5	Dec 31, 24	+5	0.00%
RAYMOND JAMES & ASSOCIATES	391.06K	Sep 30, 24	+135	0.41%
Edmonds Duncan Registered Investment Advisors, LLC	284.65K	Sep 30, 24	+14.78K	0.30%
Raymond James Financial Services Advisors, Inc.	270.56K	Sep 30, 24	-5.72K	0.29%
RAYMOND JAMES TRUST N.A.	19.40K	Sep 30, 24	--	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	92.92K	Jun 30, 24	+2.54K	0.10%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	214	Jun 30, 24	--	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-1.49M	--
Cetera Advisor Networks LLC	17.29K	Mar 31, 24	-27.12K	0.02%
DFPG INVESTMENTS, LLC	39.57K	Dec 31, 23	-3.60K	0.04%
Baystate Wealth Management LLC	509	Dec 31, 23	+509	0.00%
ADVISOR PARTNERS II, LLC	497.56K	Sep 30, 23	+497.56K	0.52%
Wealth Management Solutions, LLC	125.58K	Sep 30, 23	-626	0.13%
Column Capital Advisors, LLC	465	Sep 30, 23	-341	0.00%
BDO Wealth Advisors, LLC	46.11K	Jun 30, 23	-252	0.05%
American Portfolios Advisors	2.17K	Sep 30, 22	+309	0.00%
MUFG Americas Holdings Corp	700	Sep 30, 22	+700	0.00%
ACG Wealth	--	Sep 30, 22	-712	--
B. Riley Wealth Management, Inc.	13.71K	Jun 30, 22	+3.21K	0.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	7.75M	Mar 31, 22	-108.60K	8.17%
NEXT Financial Group, Inc	744	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	250	Dec 31, 21	--	0.00%
Homrich & Berg	37.21K	Sep 30, 21	+534	0.04%
Harborview Advisors, LLC	34.20K	Sep 30, 21	+1.22K	0.04%
Sonora Investment Management, LLC	19.50K	Sep 30, 21	--	0.02%
LEVEL FOUR FINANCIAL, LLC	11.40K	Sep 30, 21	--	0.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	10.17K	Sep 30, 21	+10.17K	0.01%
FormulaFolio Investments, LLC	2.02K	Jun 30, 21	--	0.00%
OLD MISSION CAPITAL, LLC	17.08K	Dec 31, 20	+17.08K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	54.99K	Dec 31, 19	-4.95K	0.06%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	38.18K	Dec 31, 19	-2.42K	0.04%
Advisor Group, Inc.	17.16K	Dec 31, 19	+302	0.02%
Alpine Group USVI, LLC	25.79K	Sep 30, 19	+25.79K	0.03%
Vantage Investment Advisors, LLC	1.00K	Sep 30, 18	--	0.00%
Global X Management CO LLC	27.80K	Jun 30, 18	+1.25K	0.03%
Edge Advisors, LLC	--	Jun 30, 18	-103	--
BB&T INVESTMENT SERVICES, INC.	--	Dec 31, 17	-115	--
Commonwealth Equity Services, Inc	111.83K	Jun 30, 17	-1.71K	0.12%
WFG Advisors, LP	1.65K	Jun 30, 17	+249	0.00%
MSI Financial Services Inc	13.86K	Dec 31, 16	-15.34K	0.01%
ANCORA FAMILY WEALTH ADVISORS, LLC	79.04K	Sep 30, 16	+1.31K	0.08%
NEWGATE CAPITAL MANAGEMENT LLC	187.00K	Jun 30, 16	-39.44K	0.20%
SOUTH GEORGIA CAPITAL, LLC	1.10K	Sep 30, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-378	--
Relative Value Partners, LLC	19.54K	Mar 31, 15	--	0.02%
BAIRD ROBERT W & CO INC /WI/	--	Mar 31, 15	-42.82K	--
NEW ENGLAND SECURITIES CORP /MA/	1.33K	Dec 31, 14	-160	0.00%
UBS AG	1.32M	Sep 30, 14	+130.86K	1.39%
McAdams Wright Ragen, Inc.	23.00K	Sep 30, 14	+23.00K	0.02%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-13.33K	--
Jane Street Holding, LLC	11.65K	Dec 31, 13	-13.69K	0.01%
STIFEL NICOLAUS & CO INC \MO\	352.25K	Sep 30, 13	+5.89K	0.37%

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Holder

Date

Change

% Held

MORGAN STANLEY

10.70M

Mar 31, 26

-138.80K

11.29%

Saba Capital Management, L.P.

10.21M

Mar 31, 26

+1.57M

10.77%

BANK OF AMERICA CORP /DE/

2.63M

Mar 31, 26

-285.97K

2.77%

Allspring Global Investments Holdings, LLC

1.67M

Mar 31, 26

+21.39K

1.77%

STIFEL FINANCIAL CORP

1.23M

Mar 31, 26

-61.01K

1.30%

Invesco Ltd.

1.21M

Mar 31, 26

-68.02K

1.28%

Colony Group, LLC

956.10K

Mar 31, 26

-24.73K

1.01%

Advisors Asset Management, Inc.

862.48K

Mar 31, 26

-327.59K

0.91%

LPL Financial LLC

736.44K

Mar 31, 26

+683

0.78%

Penserra Capital Management LLC

593.44K

Mar 31, 26

+51.83K

0.63%

CAPSTONE INVESTMENT ADVISORS, LLC

526.67K

Mar 31, 26

0.56%

ROYAL BANK OF CANADA

509.22K

Mar 31, 26

-10.19K

0.54%

SIT INVESTMENT ASSOCIATES INC

470.64K

Mar 31, 26

+470.64K

0.50%

GUGGENHEIM CAPITAL LLC

449.89K

Mar 31, 26

-157.85K

0.47%

RAYMOND JAMES FINANCIAL INC

437.67K

Mar 31, 26

+3.21K

0.46%

WELLS FARGO & COMPANY/MN

391.92K

Mar 31, 26

+1.79K

0.41%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

288.97K

Mar 31, 26

+6.66K

0.30%

UBS Group AG

255.43K

Mar 31, 26

-57.82K

0.27%

Creative Planning

187.94K

Mar 31, 26

-7.56K

0.20%

ADVISOR GROUP HOLDINGS, INC.

168.97K

Mar 31, 26

-15.87K

0.18%

Shaker Financial Services, LLC

156.53K

Mar 31, 26

-65.34K

0.17%

THRIVENT FINANCIAL FOR LUTHERANS

148.16K

Mar 31, 26

-8.00K

0.16%

Integrated Wealth Concepts LLC

124.10K

Mar 31, 26

-8.26K

0.13%

Kestra Advisory Services, LLC

117.72K

Mar 31, 26

-4.01K

0.12%

NewEdge Advisors, LLC

105.27K

Mar 31, 26

+550

0.11%

D.A. DAVIDSON & CO.

96.04K

Mar 31, 26

+3.26K

0.10%

Modern Wealth Management, LLC

88.88K

Mar 31, 26

-11.95K

0.09%

CHOREO, LLC

80.70K

Mar 31, 26

+1.45K

0.09%

Opal Wealth Advisors, LLC

74.13K

Mar 31, 26

-389

0.08%

Pathstone Holdings, LLC

72.33K

Mar 31, 26

-414.68K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

66.82K

Mar 31, 26

+24.78K

0.07%

Merit Financial Group, LLC

60.84K

Mar 31, 26

-1.01K

0.06%

STEPHENS INC /AR/

58.97K

Mar 31, 26

+5.10K

0.06%

BENJAMIN EDWARDS INC

57.92K

Mar 31, 26

-3.56K

0.06%

Baird Financial Group, Inc.

56.40K

Mar 31, 26

+175

0.06%

Beckerman Institutional, LLC

55.43K

Mar 31, 26

-414

0.06%

Advisor OS, LLC

52.07K

Mar 31, 26

+2.67K

0.05%

Cambridge Investment Research Advisors, Inc.

49.97K

Mar 31, 26

+694

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

48.90K

Mar 31, 26

+7.28K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

46.84K

Mar 31, 26

+992

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

46.22K

Mar 31, 26

-556

0.05%

ACCREDITED INVESTOR SERVICES, LLC

46.14K

Mar 31, 26

-3.33K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

44.93K

Mar 31, 26

+5.46K

0.05%

WealthShield Partners, LLC

44.45K

Mar 31, 26

-4.45K

0.05%

UHLMANN PRICE SECURITIES, LLC

43.17K

Mar 31, 26

+1.02K

0.05%

Pointe Capital Management LLC

42.56K

Mar 31, 26

0.04%

ENVESTNET ASSET MANAGEMENT INC

41.66K

Mar 31, 26

+11.89K

0.04%

PARK AVENUE SECURITIES LLC

41.27K

Mar 31, 26

+41.27K

0.04%

Ionic Capital Management LLC

40.00K

Mar 31, 26

0.04%

Cetera Investment Advisers

37.48K

Mar 31, 26

-20.35K

0.04%

SAX WEALTH ADVISORS, LLC

36.03K

Mar 31, 26

0.04%

Mariner, LLC

35.76K

Mar 31, 26

-3.82K

0.04%

Avidian Wealth Solutions, LLC

35.02K

Mar 31, 26

+5.02K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

32.27K

Mar 31, 26

+32.27K

0.03%

Sanctuary Advisors, LLC

28.92K

Mar 31, 26

0.03%

Venture Visionary Partners LLC

27.99K

Mar 31, 26

0.03%

FIFTH THIRD BANCORP

27.21K

Mar 31, 26

+27.12K

0.03%

Comprehensive Money Management Services LLC

24.45K

Mar 31, 26

-600

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

23.37K

Mar 31, 26

+421

0.02%

Private Advisor Group, LLC

21.52K

Mar 31, 26

-697

0.02%

Jupiter Wealth Management LLC

21.42K

Mar 31, 26

+21.42K

0.02%

Kovack Advisors, Inc.

21.18K

Mar 31, 26

+2.11K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

20.00K

Mar 31, 26

0.02%

Procyon Advisors, LLC

18.32K

Mar 31, 26

+3.01K

0.02%

Janney Montgomery Scott LLC

18.23K

Mar 31, 26

+396

0.02%

Pinnacle Wealth Planning Services, Inc.

17.77K

Mar 31, 26

-1.78K

0.02%

EXCEL SECURITIES & ASSOCIATES, INC.

17.43K

Mar 31, 26

0.02%

Stratos Wealth Partners, LTD.

17.33K

Mar 31, 26

-546

0.02%

Vestmark Advisory Solutions, Inc.

17.32K

Mar 31, 26

0.02%

Mount Yale Investment Advisors, LLC

17.32K

Mar 31, 26

0.02%

Core Wealth Advisors, Inc.

17.20K

Mar 31, 26

+17.20K

0.02%

Occidental Asset Management, LLC

16.85K

Mar 31, 26

-45

0.02%

Capital Investment Advisors, LLC

16.44K

Mar 31, 26

-755

0.02%

M Holdings Securities, Inc.

16.20K

Mar 31, 26

-1.60K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

16.10K

Mar 31, 26

0.02%

HighTower Advisors, LLC

15.62K

Mar 31, 26

+2.29K

0.02%

DAVENPORT & Co LLC

15.47K

Mar 31, 26

-3.00K

0.02%

Steward Partners Investment Advisory, LLC

14.73K

Mar 31, 26

+1.32K

0.02%

Rockefeller Capital Management L.P.

14.55K

Mar 31, 26

-1.58K

0.02%

COMMERCE BANK

14.03K

Mar 31, 26

0.01%

Alteri Wealth LLC

13.89K

Mar 31, 26

0.01%

Vanguard Capital Wealth Advisors

12.90K

Mar 31, 26

+295

0.01%

Camelot Portfolios, LLC

12.80K

Mar 31, 26

-647

0.01%

CARY STREET PARTNERS FINANCIAL LLC

12.60K

Mar 31, 26

0.01%

Berry Wealth Group, LP

11.95K

Mar 31, 26

+248

0.01%

Equitable Holdings, Inc.

11.77K

Mar 31, 26

+1.44K

0.01%

WEDBUSH SECURITIES INC

10.51K

Mar 31, 26

+88

0.01%

Farther Finance Advisors, LLC

10.19K

Mar 31, 26

+9.73K

0.01%

Berger Financial Group, Inc

10.02K

Mar 31, 26

+10.02K

0.01%

CHATHAM CAPITAL GROUP, INC.

10.00K

Mar 31, 26

0.01%

Colonial Trust Co / SC

8.86K

Mar 31, 26

0.01%

WPG Advisers, LLC

7.75K

Mar 31, 26

+382

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

7.15K

Mar 31, 26

-3.27K

0.01%

Western Wealth Management, LLC

7.15K

Mar 31, 26

+7.15K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.69K

Mar 31, 26

-113

0.01%

Allworth Financial LP

3.29K

Mar 31, 26

+55

0.00%

CWM, LLC

3.20K

Mar 31, 26

+14

0.00%

EverSource Wealth Advisors, LLC

2.96K

Mar 31, 26

0.00%

BlackRock, Inc.

2.90K

Mar 31, 26

+2.90K

0.00%

WOLVERINE ASSET MANAGEMENT LLC

2.73K

Mar 31, 26

-106.15K

0.00%

Accordant Advisory Group Inc

2.60K

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

2.58K

Mar 31, 26

+2.43K

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

2.20K

Mar 31, 26

+2.20K

0.00%

TD Waterhouse Canada Inc.

1.80K

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

1.64K

Mar 31, 26

+1.64K

0.00%

Root Financial Partners, LLC

1.08K

Mar 31, 26

+1.08K

0.00%

TSFG, LLC

1.00K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

897

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

677

Mar 31, 26

+10

0.00%

Pinnacle Bancorp, Inc.

456

Mar 31, 26

0.00%

Bollard Group LLC

405

Mar 31, 26

+405

0.00%

Fortis Group Advisors, LLC

250

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

220

Mar 31, 26

-30

0.00%

Key FInancial Inc

196

Mar 31, 26

0.00%

Ancora Advisors, LLC

100

Mar 31, 26

-277

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-14

0.00%

FMR LLC

Mar 31, 26

-14

0.00%

NWF Advisory Services Inc.

Mar 31, 26

-20.50K

AMERIPRISE FINANCIAL INC

Mar 31, 26

-11.88K

Modus Advisors, LLC

Mar 31, 26

-500

United Community Bank

Mar 31, 26

-1.65K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Mar 31, 26

-211.54K

Wealth Watch Advisors, INC

Mar 31, 26

-1.49K

JANE STREET GROUP, LLC

Mar 31, 26

-47.57K

Dakota Wealth Management

Mar 31, 26

-11.12K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-21.55K

Diversify Advisory Services, LLC

Mar 31, 26

-32.77K

SRS Capital Advisors, Inc.

Mar 31, 26

-1.30K

Karpus Management, Inc.

Mar 31, 26

-413.04K

MGO ONE SEVEN LLC

Mar 31, 26

-10.66K

Larson Financial Group LLC

Mar 31, 26

-1.00K

SEVEN MILE ADVISORY

Mar 31, 26

-41.41K

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

Mar 31, 26

-1.00K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-32.53K

Global Retirement Partners, LLC

46.22K

Dec 31, 25

+45.89K

0.05%

COMERICA BANK

27.50K

Dec 31, 25

-574

0.03%

SOA Wealth Advisors, LLC.

704

Dec 31, 25

+16

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.15K

WETHERBY ASSET MANAGEMENT INC

13.00K

Sep 30, 25

-14.87K

0.01%

Sonora Investment Management Group, LLC

Sep 30, 25

-19.50K

Atria Wealth Solutions, Inc.

16.27K

Jun 30, 25

0.02%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

15.30K

Jun 30, 25

+15.30K

0.02%

AVANTAX ADVISORY SERVICES, INC.

10.23K

Jun 30, 25

+10.23K

0.01%

Sugarloaf Wealth Management, LLC

13.66K

Dec 31, 24

+45

0.01%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

391.06K

Sep 30, 24

+135

0.41%

Edmonds Duncan Registered Investment Advisors, LLC

284.65K

Sep 30, 24

+14.78K

0.30%

Raymond James Financial Services Advisors, Inc.

270.56K

Sep 30, 24

-5.72K

0.29%

RAYMOND JAMES TRUST N.A.

19.40K

Sep 30, 24

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

92.92K

Jun 30, 24

+2.54K

0.10%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

214

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-1.49M

Cetera Advisor Networks LLC

17.29K

Mar 31, 24

-27.12K

0.02%

DFPG INVESTMENTS, LLC

39.57K

Dec 31, 23

-3.60K

0.04%

Baystate Wealth Management LLC

509

Dec 31, 23

+509

0.00%

ADVISOR PARTNERS II, LLC

497.56K

Sep 30, 23

+497.56K

0.52%

Wealth Management Solutions, LLC

125.58K

Sep 30, 23

-626

0.13%

Column Capital Advisors, LLC

465

Sep 30, 23

-341

0.00%

BDO Wealth Advisors, LLC

46.11K

Jun 30, 23

-252

0.05%

American Portfolios Advisors

2.17K

Sep 30, 22

+309

0.00%

MUFG Americas Holdings Corp

700

Sep 30, 22

+700

0.00%

ACG Wealth

Sep 30, 22

-712

B. Riley Wealth Management, Inc.

13.71K

Jun 30, 22

+3.21K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

7.75M

Mar 31, 22

-108.60K

8.17%

NEXT Financial Group, Inc

744

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

250

Dec 31, 21

0.00%

Homrich & Berg

37.21K

Sep 30, 21

+534

0.04%

Harborview Advisors, LLC

34.20K

Sep 30, 21

+1.22K

0.04%

Sonora Investment Management, LLC

19.50K

Sep 30, 21

0.02%

LEVEL FOUR FINANCIAL, LLC

11.40K

Sep 30, 21

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

10.17K

Sep 30, 21

+10.17K

0.01%

FormulaFolio Investments, LLC

2.02K

Jun 30, 21

0.00%

OLD MISSION CAPITAL, LLC

17.08K

Dec 31, 20

+17.08K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

54.99K

Dec 31, 19

-4.95K

0.06%

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

38.18K

Dec 31, 19

-2.42K

0.04%

Advisor Group, Inc.

17.16K

Dec 31, 19

+302

0.02%

Alpine Group USVI, LLC

25.79K

Sep 30, 19

+25.79K

0.03%

Vantage Investment Advisors, LLC

1.00K

Sep 30, 18

0.00%

Global X Management CO LLC

27.80K

Jun 30, 18

+1.25K

0.03%

Edge Advisors, LLC

Jun 30, 18

-103

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

-115

Commonwealth Equity Services, Inc

111.83K

Jun 30, 17

-1.71K

0.12%

WFG Advisors, LP

1.65K

Jun 30, 17

+249

0.00%

MSI Financial Services Inc

13.86K

Dec 31, 16

-15.34K

0.01%

ANCORA FAMILY WEALTH ADVISORS, LLC

79.04K

Sep 30, 16

+1.31K

0.08%

NEWGATE CAPITAL MANAGEMENT LLC

187.00K

Jun 30, 16

-39.44K

0.20%

SOUTH GEORGIA CAPITAL, LLC

1.10K

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-378

Relative Value Partners, LLC

19.54K

Mar 31, 15

0.02%

BAIRD ROBERT W & CO INC /WI/

Mar 31, 15

-42.82K

NEW ENGLAND SECURITIES CORP /MA/

1.33K

Dec 31, 14

-160

0.00%

UBS AG

1.32M

Sep 30, 14

+130.86K

1.39%

McAdams Wright Ragen, Inc.

23.00K

Sep 30, 14

+23.00K

0.02%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-13.33K

Jane Street Holding, LLC

11.65K

Dec 31, 13

-13.69K

0.01%

STIFEL NICOLAUS & CO INC \MO\

352.25K

Sep 30, 13

+5.89K

0.37%