Nuveen Municipal High Income Opportunity Fund(NMZ)

$10.09▼-0.04 (-39.49%)

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Nuveen Municipal High Income Opportunity Fund(NMZ)

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$10.09▼-0.04 (-39.49%)

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NMZ(NMZ)

NMZ

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

Institutional Ownership

Top 188 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	2.67M	Mar 31, 26	+42.98K	2.27%
GUGGENHEIM CAPITAL LLC	2.04M	Mar 31, 26	+226.58K	1.74%
UBS Group AG	1.92M	Mar 31, 26	-111.47K	1.63%
Hennion & Walsh Asset Management, Inc.	1.64M	Mar 31, 26	+498.55K	1.39%
RAYMOND JAMES FINANCIAL INC	1.12M	Mar 31, 26	+39.54K	0.95%
WELLS FARGO & COMPANY/MN	878.67K	Mar 31, 26	+29.18K	0.75%
LPL Financial LLC	764.07K	Mar 31, 26	+33.05K	0.65%
VAN ECK ASSOCIATES CORP	674.28K	Mar 31, 26	+71.06K	0.57%
Melone Private Wealth, LLC	672.62K	Mar 31, 26	+16.52K	0.57%
Cetera Investment Advisers	397.63K	Mar 31, 26	+38.64K	0.34%
BANK OF AMERICA CORP /DE/	389.20K	Mar 31, 26	-33.87K	0.33%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	340.62K	Mar 31, 26	+100.68K	0.29%
ROBINSON CAPITAL MANAGEMENT, LLC	332.67K	Mar 31, 26	+332.67K	0.28%
Gridiron Partners, LLC	319.83K	Mar 31, 26	-114.94K	0.27%
ROYAL BANK OF CANADA	277.52K	Mar 31, 26	+9.66K	0.24%
Advisors Asset Management, Inc.	262.39K	Mar 31, 26	+94.65K	0.22%
STIFEL FINANCIAL CORP	260.92K	Mar 31, 26	-26	0.22%
ADVISOR GROUP HOLDINGS, INC.	221.89K	Mar 31, 26	+11.24K	0.19%
COMMONWEALTH EQUITY SERVICES, LLC	220.07K	Mar 31, 26	+10.71K	0.19%
Resources Investment Advisors, LLC.	186.49K	Mar 31, 26	+1.90K	0.16%
Platform Technology Partners	173.24K	Mar 31, 26	+10.00K	0.15%
Kestra Advisory Services, LLC	171.60K	Mar 31, 26	+18.72K	0.15%
Mariner, LLC	159.68K	Mar 31, 26	+1.86K	0.14%
AE Wealth Management LLC	158.86K	Mar 31, 26	+20.70K	0.14%
Baird Financial Group, Inc.	157.56K	Mar 31, 26	+72	0.13%
High Net Worth Advisory Group LLC	140.26K	Mar 31, 26	-10.78K	0.12%
TRUIST FINANCIAL CORP	138.99K	Mar 31, 26	+9.04K	0.12%
Palogic Value Management, L.P.	133.25K	Mar 31, 26	+2.00K	0.11%
Rockefeller Capital Management L.P.	131.23K	Mar 31, 26	-6.76K	0.11%
PFG Investments, LLC	127.72K	Mar 31, 26	+1.31K	0.11%
HighPoint Advisor Group LLC	125.19K	Mar 31, 26	+7.85K	0.11%
Cerity Partners LLC	118.08K	Mar 31, 26	+118.08K	0.10%
Ellis Investment Partners, LLC	111.43K	Mar 31, 26	+5.54K	0.09%
MFA Wealth Services	109.55K	Mar 31, 26	+892	0.09%
Wakefield Asset Management LLLP	101.82K	Mar 31, 26	+10.45K	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	93.42K	Mar 31, 26	+347	0.08%
AMERIPRISE FINANCIAL INC	91.11K	Mar 31, 26	-6.63K	0.08%
Ausdal Financial Partners, Inc.	84.72K	Mar 31, 26	+13.63K	0.07%
TCP Asset Management, LLC	83.80K	Mar 31, 26	+83.80K	0.07%
Cambridge Investment Research Advisors, Inc.	81.95K	Mar 31, 26	+618	0.07%
ENVESTNET ASSET MANAGEMENT INC	81.60K	Mar 31, 26	-697	0.07%
Camelot Portfolios, LLC	72.85K	Mar 31, 26	-231	0.06%
WESPAC Advisors, LLC	72.60K	Mar 31, 26	--	0.06%
Venture Visionary Partners LLC	70.19K	Mar 31, 26	+21	0.06%
EQ WEALTH ADVISORS, LLC	65.89K	Mar 31, 26	+2.24K	0.06%
Private Advisor Group, LLC	54.26K	Mar 31, 26	+2.54K	0.05%
YHB Investment Advisors, Inc.	53.05K	Mar 31, 26	+53.05K	0.05%
XTX Topco Ltd	49.33K	Mar 31, 26	+20.96K	0.04%
Traynor Capital Management, Inc.	45.08K	Mar 31, 26	-9.24K	0.04%
Core Wealth Partners LLC	44.56K	Mar 31, 26	+23	0.04%
SMITH, MOORE & CO.	42.80K	Mar 31, 26	-35.75K	0.04%
NewEdge Advisors, LLC	41.56K	Mar 31, 26	-16.07K	0.04%
JANE STREET GROUP, LLC	41.21K	Mar 31, 26	-218.18K	0.04%
HARBOUR INVESTMENTS, INC.	41.08K	Mar 31, 26	-807	0.03%
Mutual Advisors, LLC	41.02K	Mar 31, 26	+20.33K	0.03%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	38.42K	Mar 31, 26	--	0.03%
Janney Montgomery Scott LLC	36.73K	Mar 31, 26	+3.38K	0.03%
Colony Group, LLC	35.23K	Mar 31, 26	--	0.03%
IBEX WEALTH ADVISORS	33.74K	Mar 31, 26	--	0.03%
Noble Wealth Management PBC	33.66K	Mar 31, 26	-1.30K	0.03%
Everstar Asset Management, LLC	33.47K	Mar 31, 26	-1.78K	0.03%
Capital Investment Advisors, LLC	30.49K	Mar 31, 26	--	0.03%
WEDBUSH SECURITIES INC	28.86K	Mar 31, 26	+5.15K	0.02%
MGO ONE SEVEN LLC	27.46K	Mar 31, 26	+27	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	26.74K	Mar 31, 26	-7.73K	0.02%
Ashton Thomas Private Wealth, LLC	26.49K	Mar 31, 26	+4.40K	0.02%
Plan Group Financial, LLC	25.11K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	23.09K	Mar 31, 26	+23.09K	0.02%
DUNCKER STREETT & CO INC	22.90K	Mar 31, 26	--	0.02%
Signal Advisors Wealth, LLC	22.70K	Mar 31, 26	+22.70K	0.02%
Secure Asset Management, LLC	22.59K	Mar 31, 26	+12.06K	0.02%
OPPENHEIMER & CO INC	20.58K	Mar 31, 26	+152	0.02%
Creative Planning	20.48K	Mar 31, 26	+3.15K	0.02%
FF Advisors,LLC	20.12K	Mar 31, 26	-7.29K	0.02%
MELFA WEALTH MANAGEMENT, LLC	19.80K	Mar 31, 26	--	0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	17.82K	Mar 31, 26	+17.82K	0.02%
Kercheville Advisors, LLC	17.58K	Mar 31, 26	+16	0.01%
HBK Sorce Advisory LLC	17.57K	Mar 31, 26	+17.57K	0.01%
LexAurum Advisors, LLC	17.14K	Mar 31, 26	+17.14K	0.01%
Outlook Wealth Advisors, LLC	16.98K	Mar 31, 26	+16.98K	0.01%
Steward Partners Investment Advisory, LLC	15.70K	Mar 31, 26	+6.51K	0.01%
Dynamic Advisor Solutions LLC	15.17K	Mar 31, 26	+79	0.01%
Ranch Capital Advisors Inc.	15.05K	Mar 31, 26	+300	0.01%
Sanibel Captiva Trust Company, Inc.	15.00K	Mar 31, 26	+15.00K	0.01%
Abel Hall, LLC	15.00K	Mar 31, 26	--	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	15.00K	Mar 31, 26	+5.00K	0.01%
Stratos Wealth Partners, LTD.	14.48K	Mar 31, 26	+14.48K	0.01%
Tyche Wealth Partners LLC	14.35K	Mar 31, 26	--	0.01%
CITADEL ADVISORS LLC	13.89K	Mar 31, 26	+1.42K	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	13.28K	Mar 31, 26	+13.28K	0.01%
XML Financial, LLC	12.70K	Mar 31, 26	--	0.01%
Spire Wealth Management	12.58K	Mar 31, 26	+2.54K	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	12.53K	Mar 31, 26	--	0.01%
AlphaCore Capital LLC	12.01K	Mar 31, 26	+147	0.01%
Concurrent Investment Advisors, LLC	11.96K	Mar 31, 26	--	0.01%
D.A. DAVIDSON & CO.	11.93K	Mar 31, 26	--	0.01%
SMITH CHAS P & ASSOCIATES PA CPAS	11.80K	Mar 31, 26	+11.80K	0.01%
Berkeley Capital Partners, LLC	11.57K	Mar 31, 26	--	0.01%
Principle Wealth Partners LLC	11.00K	Mar 31, 26	--	0.01%
Merit Financial Group, LLC	10.73K	Mar 31, 26	-1.15K	0.01%
Sigma Planning Corp	10.60K	Mar 31, 26	+10.60K	0.01%
Sage Capital Management, LLC	10.50K	Mar 31, 26	--	0.01%
Focus Financial Network, Inc.	10.48K	Mar 31, 26	+10.48K	0.01%
HORIZON KINETICS ASSET MANAGEMENT LLC	10.37K	Mar 31, 26	+10.37K	0.01%
Van Hulzen Asset Management, LLC	10.31K	Mar 31, 26	--	0.01%
Snowden Capital Advisors LLC	10.29K	Mar 31, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	10.06K	Mar 31, 26	+63	0.01%
Intellus Advisors LLC	10.00K	Mar 31, 26	--	0.01%
Cito Capital Group, LLC	10.00K	Mar 31, 26	--	0.01%
MAI Capital Management	8.94K	Mar 31, 26	--	0.01%
Allworth Financial LP	8.50K	Mar 31, 26	+2.50K	0.01%
Advisory Services Network, LLC	7.44K	Mar 31, 26	+7.44K	0.01%
N.E.W. Advisory Services LLC	6.00K	Mar 31, 26	--	0.01%
SRS Capital Advisors, Inc.	3.93K	Mar 31, 26	-27.28K	0.00%
Farther Finance Advisors, LLC	3.73K	Mar 31, 26	+7	0.00%
Geneos Wealth Management Inc.	3.51K	Mar 31, 26	+3.51K	0.00%
Arkos Global Advisors	3.09K	Mar 31, 26	-13.20K	0.00%
US BANCORP \DE\	3.00K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2.27K	Mar 31, 26	+2.27K	0.00%
PROSPERITY BANCSHARES INC	2.00K	Mar 31, 26	+2.00K	0.00%
HIGHLINE WEALTH PARTNERS LLC	2.00K	Mar 31, 26	--	0.00%
CWM, LLC	1.92K	Mar 31, 26	--	0.00%
Penserra Capital Management LLC	1.40K	Mar 31, 26	+1.40K	0.00%
IFP Advisors, Inc	1.26K	Mar 31, 26	+112	0.00%
PRIVATE TRUST CO NA	1.20K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	1.13K	Mar 31, 26	+21	0.00%
TRUST CO OF TOLEDO NA /OH/	1.00K	Mar 31, 26	--	0.00%
Manchester Capital Management LLC	1.00K	Mar 31, 26	--	0.00%
Nova Wealth Management, Inc.	925	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	679	Mar 31, 26	--	0.00%
ASSETMARK, INC	336	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	42	Mar 31, 26	+33	0.00%
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-80.01K	--
KG&L Capital Management,LLC	--	Mar 31, 26	-17.80K	--
GRIMES & COMPANY, INC.	--	Mar 31, 26	-13.77K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-58.46K	--
AMERICAN NATIONAL BANK	--	Mar 31, 26	-281	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-65.06K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Mar 31, 26	-23.59K	--
StoneX Group Inc.	--	Mar 31, 26	-34.62K	--
Marex Group plc	--	Mar 31, 26	-27.10K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-1.00K	--
WEBSTER BANK, N. A.	--	Mar 31, 26	-1.50K	--
Running Point Capital Advisors, LLC	116.66K	Dec 31, 25	-1.35K	0.10%
COMERICA BANK	21.19K	Dec 31, 25	+16.64K	0.02%
Global Retirement Partners, LLC	6.78K	Dec 31, 25	+6.45K	0.01%
MARYLAND CAPITAL ADVISORS INC.	427	Dec 31, 25	+427	0.00%
CoreFirst Bank & Trust	403	Dec 31, 25	--	0.00%
EWG Elevate Inc.	17.82K	Sep 30, 25	--	0.02%
Sonora Investment Management Group, LLC	12.15K	Sep 30, 25	--	0.01%
Guerra Advisors Inc	2.35K	Sep 30, 25	+2.35K	0.00%
Summit X, LLC	55.20K	Jun 30, 25	-86.69K	0.05%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-339.81K	--
Monterey Private Wealth, Inc.	15.55K	Mar 31, 25	--	0.01%
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-1.07K	--
RAYMOND JAMES & ASSOCIATES	516.48K	Sep 30, 24	+11.21K	0.44%
Raymond James Financial Services Advisors, Inc.	308.57K	Sep 30, 24	+112.44K	0.26%
RAYMOND JAMES TRUST N.A.	33.94K	Sep 30, 24	--	0.03%
Carmichael Hill & Associates, Inc.	4.27K	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	961	Jun 30, 24	+743	0.00%
Cetera Advisor Networks LLC	124.61K	Mar 31, 24	-1.17K	0.11%
Cetera Advisors LLC	101.50K	Mar 31, 24	+16.32K	0.09%
GOODWIN DANIEL L	66.00K	Sep 30, 23	+6.20K	0.06%
Ahrens Investment Partners LLC	2.00K	Mar 31, 23	+2.00K	0.00%
CTC Capital Management, LLC	--	Mar 31, 23	-10.70K	--
Sargent Bickham Lagudis LLC	897	Dec 31, 22	--	0.00%
Legacy Wealth Planning, LLC	97.58K	Sep 30, 22	+6.11K	0.08%
American Portfolios Advisors	33.66K	Sep 30, 22	--	0.03%
Strategic Asset Management, LLC	500	Sep 30, 22	-600	0.00%
NEXT Financial Group, Inc	86	Dec 31, 21	+86	0.00%
BBVA USA	1.03K	Sep 30, 21	--	0.00%
Reby Advisors, LLC	2.50K	Dec 31, 20	+2.50K	0.00%
First Allied Advisory Services, Inc.	--	Sep 30, 20	-10.38K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	254.04K	Dec 31, 19	+144.67K	0.22%
Advisor Group, Inc.	11.55K	Dec 31, 19	+5.95K	0.01%
SUNTRUST BANKS INC	13.97K	Sep 30, 19	--	0.01%
NEXT Financial Holdings	139	Mar 31, 19	+139	0.00%
Horizon Kinetics LLC	16.19K	Dec 31, 18	-1.28K	0.01%
IFC Holdings Incorporated/FL	22.61K	Dec 31, 17	+6.50K	0.02%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-14.21K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-20.71K	--
Commonwealth Equity Services, Inc	129.53K	Jun 30, 17	+2.94K	0.11%
MSI Financial Services Inc	4.00K	Dec 31, 16	-335	0.00%
Investors Capital Advisory Services	73.09K	Jun 30, 16	-2.05K	0.06%
Fusion Investment Group, LLC	--	Dec 31, 15	-1.46K	--
BAIRD ROBERT W & CO INC /WI/	15.09K	Mar 31, 15	+2.00K	0.01%
UBS AG	853.11K	Sep 30, 14	+104.41K	0.73%
First Allied Securities, Inc.	26.87K	Jun 30, 12	+2.32K	0.02%

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Holder

Date

Change

% Held

MORGAN STANLEY

2.67M

Mar 31, 26

+42.98K

2.27%

GUGGENHEIM CAPITAL LLC

2.04M

Mar 31, 26

+226.58K

1.74%

UBS Group AG

1.92M

Mar 31, 26

-111.47K

1.63%

Hennion & Walsh Asset Management, Inc.

1.64M

Mar 31, 26

+498.55K

1.39%

RAYMOND JAMES FINANCIAL INC

1.12M

Mar 31, 26

+39.54K

0.95%

WELLS FARGO & COMPANY/MN

878.67K

Mar 31, 26

+29.18K

0.75%

LPL Financial LLC

764.07K

Mar 31, 26

+33.05K

0.65%

VAN ECK ASSOCIATES CORP

674.28K

Mar 31, 26

+71.06K

0.57%

Melone Private Wealth, LLC

672.62K

Mar 31, 26

+16.52K

0.57%

Cetera Investment Advisers

397.63K

Mar 31, 26

+38.64K

0.34%

BANK OF AMERICA CORP /DE/

389.20K

Mar 31, 26

-33.87K

0.33%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

340.62K

Mar 31, 26

+100.68K

0.29%

ROBINSON CAPITAL MANAGEMENT, LLC

332.67K

Mar 31, 26

+332.67K

0.28%

Gridiron Partners, LLC

319.83K

Mar 31, 26

-114.94K

0.27%

ROYAL BANK OF CANADA

277.52K

Mar 31, 26

+9.66K

0.24%

Advisors Asset Management, Inc.

262.39K

Mar 31, 26

+94.65K

0.22%

STIFEL FINANCIAL CORP

260.92K

Mar 31, 26

-26

0.22%

ADVISOR GROUP HOLDINGS, INC.

221.89K

Mar 31, 26

+11.24K

0.19%

COMMONWEALTH EQUITY SERVICES, LLC

220.07K

Mar 31, 26

+10.71K

0.19%

Resources Investment Advisors, LLC.

186.49K

Mar 31, 26

+1.90K

0.16%

Platform Technology Partners

173.24K

Mar 31, 26

+10.00K

0.15%

Kestra Advisory Services, LLC

171.60K

Mar 31, 26

+18.72K

0.15%

Mariner, LLC

159.68K

Mar 31, 26

+1.86K

0.14%

AE Wealth Management LLC

158.86K

Mar 31, 26

+20.70K

0.14%

Baird Financial Group, Inc.

157.56K

Mar 31, 26

+72

0.13%

High Net Worth Advisory Group LLC

140.26K

Mar 31, 26

-10.78K

0.12%

TRUIST FINANCIAL CORP

138.99K

Mar 31, 26

+9.04K

0.12%

Palogic Value Management, L.P.

133.25K

Mar 31, 26

+2.00K

0.11%

Rockefeller Capital Management L.P.

131.23K

Mar 31, 26

-6.76K

0.11%

PFG Investments, LLC

127.72K

Mar 31, 26

+1.31K

0.11%

HighPoint Advisor Group LLC

125.19K

Mar 31, 26

+7.85K

0.11%

Cerity Partners LLC

118.08K

Mar 31, 26

+118.08K

0.10%

Ellis Investment Partners, LLC

111.43K

Mar 31, 26

+5.54K

0.09%

MFA Wealth Services

109.55K

Mar 31, 26

+892

0.09%

Wakefield Asset Management LLLP

101.82K

Mar 31, 26

+10.45K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

93.42K

Mar 31, 26

+347

0.08%

AMERIPRISE FINANCIAL INC

91.11K

Mar 31, 26

-6.63K

0.08%

Ausdal Financial Partners, Inc.

84.72K

Mar 31, 26

+13.63K

0.07%

TCP Asset Management, LLC

83.80K

Mar 31, 26

+83.80K

0.07%

Cambridge Investment Research Advisors, Inc.

81.95K

Mar 31, 26

+618

0.07%

ENVESTNET ASSET MANAGEMENT INC

81.60K

Mar 31, 26

-697

0.07%

Camelot Portfolios, LLC

72.85K

Mar 31, 26

-231

0.06%

WESPAC Advisors, LLC

72.60K

Mar 31, 26

0.06%

Venture Visionary Partners LLC

70.19K

Mar 31, 26

+21

0.06%

EQ WEALTH ADVISORS, LLC

65.89K

Mar 31, 26

+2.24K

0.06%

Private Advisor Group, LLC

54.26K

Mar 31, 26

+2.54K

0.05%

YHB Investment Advisors, Inc.

53.05K

Mar 31, 26

+53.05K

0.05%

XTX Topco Ltd

49.33K

Mar 31, 26

+20.96K

0.04%

Traynor Capital Management, Inc.

45.08K

Mar 31, 26

-9.24K

0.04%

Core Wealth Partners LLC

44.56K

Mar 31, 26

+23

0.04%

SMITH, MOORE & CO.

42.80K

Mar 31, 26

-35.75K

0.04%

NewEdge Advisors, LLC

41.56K

Mar 31, 26

-16.07K

0.04%

JANE STREET GROUP, LLC

41.21K

Mar 31, 26

-218.18K

0.04%

HARBOUR INVESTMENTS, INC.

41.08K

Mar 31, 26

-807

0.03%

Mutual Advisors, LLC

41.02K

Mar 31, 26

+20.33K

0.03%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

38.42K

Mar 31, 26

0.03%

Janney Montgomery Scott LLC

36.73K

Mar 31, 26

+3.38K

0.03%

Colony Group, LLC

35.23K

Mar 31, 26

0.03%

IBEX WEALTH ADVISORS

33.74K

Mar 31, 26

0.03%

Noble Wealth Management PBC

33.66K

Mar 31, 26

-1.30K

0.03%

Everstar Asset Management, LLC

33.47K

Mar 31, 26

-1.78K

0.03%

Capital Investment Advisors, LLC

30.49K

Mar 31, 26

0.03%

WEDBUSH SECURITIES INC

28.86K

Mar 31, 26

+5.15K

0.02%

MGO ONE SEVEN LLC

27.46K

Mar 31, 26

+27

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

26.74K

Mar 31, 26

-7.73K

0.02%

Ashton Thomas Private Wealth, LLC

26.49K

Mar 31, 26

+4.40K

0.02%

Plan Group Financial, LLC

25.11K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

23.09K

Mar 31, 26

+23.09K

0.02%

DUNCKER STREETT & CO INC

22.90K

Mar 31, 26

0.02%

Signal Advisors Wealth, LLC

22.70K

Mar 31, 26

+22.70K

0.02%

Secure Asset Management, LLC

22.59K

Mar 31, 26

+12.06K

0.02%

OPPENHEIMER & CO INC

20.58K

Mar 31, 26

+152

0.02%

Creative Planning

20.48K

Mar 31, 26

+3.15K

0.02%

FF Advisors,LLC

20.12K

Mar 31, 26

-7.29K

0.02%

MELFA WEALTH MANAGEMENT, LLC

19.80K

Mar 31, 26

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

17.82K

Mar 31, 26

+17.82K

0.02%

Kercheville Advisors, LLC

17.58K

Mar 31, 26

+16

0.01%

HBK Sorce Advisory LLC

17.57K

Mar 31, 26

+17.57K

0.01%

LexAurum Advisors, LLC

17.14K

Mar 31, 26

+17.14K

0.01%

Outlook Wealth Advisors, LLC

16.98K

Mar 31, 26

+16.98K

0.01%

Steward Partners Investment Advisory, LLC

15.70K

Mar 31, 26

+6.51K

0.01%

Dynamic Advisor Solutions LLC

15.17K

Mar 31, 26

+79

0.01%

Ranch Capital Advisors Inc.

15.05K

Mar 31, 26

+300

0.01%

Sanibel Captiva Trust Company, Inc.

15.00K

Mar 31, 26

+15.00K

0.01%

Abel Hall, LLC

15.00K

Mar 31, 26

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

15.00K

Mar 31, 26

+5.00K

0.01%

Stratos Wealth Partners, LTD.

14.48K

Mar 31, 26

+14.48K

0.01%

Tyche Wealth Partners LLC

14.35K

Mar 31, 26

0.01%

CITADEL ADVISORS LLC

13.89K

Mar 31, 26

+1.42K

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

13.28K

Mar 31, 26

+13.28K

0.01%

XML Financial, LLC

12.70K

Mar 31, 26

0.01%

Spire Wealth Management

12.58K

Mar 31, 26

+2.54K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

12.53K

Mar 31, 26

0.01%

AlphaCore Capital LLC

12.01K

Mar 31, 26

+147

0.01%

Concurrent Investment Advisors, LLC

11.96K

Mar 31, 26

0.01%

D.A. DAVIDSON & CO.

11.93K

Mar 31, 26

0.01%

SMITH CHAS P & ASSOCIATES PA CPAS

11.80K

Mar 31, 26

+11.80K

0.01%

Berkeley Capital Partners, LLC

11.57K

Mar 31, 26

0.01%

Principle Wealth Partners LLC

11.00K

Mar 31, 26

0.01%

Merit Financial Group, LLC

10.73K

Mar 31, 26

-1.15K

0.01%

Sigma Planning Corp

10.60K

Mar 31, 26

+10.60K

0.01%

Sage Capital Management, LLC

10.50K

Mar 31, 26

0.01%

Focus Financial Network, Inc.

10.48K

Mar 31, 26

+10.48K

0.01%

HORIZON KINETICS ASSET MANAGEMENT LLC

10.37K

Mar 31, 26

+10.37K

0.01%

Van Hulzen Asset Management, LLC

10.31K

Mar 31, 26

0.01%

Snowden Capital Advisors LLC

10.29K

Mar 31, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

10.06K

Mar 31, 26

+63

0.01%

Intellus Advisors LLC

10.00K

Mar 31, 26

0.01%

Cito Capital Group, LLC

10.00K

Mar 31, 26

0.01%

MAI Capital Management

8.94K

Mar 31, 26

0.01%

Allworth Financial LP

8.50K

Mar 31, 26

+2.50K

0.01%

Advisory Services Network, LLC

7.44K

Mar 31, 26

+7.44K

0.01%

N.E.W. Advisory Services LLC

6.00K

Mar 31, 26

0.01%

SRS Capital Advisors, Inc.

3.93K

Mar 31, 26

-27.28K

0.00%

Farther Finance Advisors, LLC

3.73K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

3.51K

Mar 31, 26

+3.51K

0.00%

Arkos Global Advisors

3.09K

Mar 31, 26

-13.20K

0.00%

US BANCORP \DE\

3.00K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

2.27K

Mar 31, 26

+2.27K

0.00%

PROSPERITY BANCSHARES INC

2.00K

Mar 31, 26

+2.00K

0.00%

HIGHLINE WEALTH PARTNERS LLC

2.00K

Mar 31, 26

0.00%

CWM, LLC

1.92K

Mar 31, 26

0.00%

Penserra Capital Management LLC

1.40K

Mar 31, 26

+1.40K

0.00%

IFP Advisors, Inc

1.26K

Mar 31, 26

+112

0.00%

PRIVATE TRUST CO NA

1.20K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

1.13K

Mar 31, 26

+21

0.00%

TRUST CO OF TOLEDO NA /OH/

1.00K

Mar 31, 26

0.00%

Manchester Capital Management LLC

1.00K

Mar 31, 26

0.00%

Nova Wealth Management, Inc.

925

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

679

Mar 31, 26

0.00%

ASSETMARK, INC

336

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

+33

0.00%

J.W. COLE ADVISORS, INC.

Mar 31, 26

-80.01K

KG&L Capital Management,LLC

Mar 31, 26

-17.80K

GRIMES & COMPANY, INC.

Mar 31, 26

-13.77K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-58.46K

AMERICAN NATIONAL BANK

Mar 31, 26

-281

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-65.06K

WOLVERINE ASSET MANAGEMENT LLC

Mar 31, 26

-23.59K

StoneX Group Inc.

Mar 31, 26

-34.62K

Marex Group plc

Mar 31, 26

-27.10K

Turning Point Benefit Group, Inc.

Mar 31, 26

-1.00K

WEBSTER BANK, N. A.

Mar 31, 26

-1.50K

Running Point Capital Advisors, LLC

116.66K

Dec 31, 25

-1.35K

0.10%

COMERICA BANK

21.19K

Dec 31, 25

+16.64K

0.02%

Global Retirement Partners, LLC

6.78K

Dec 31, 25

+6.45K

0.01%

MARYLAND CAPITAL ADVISORS INC.

427

Dec 31, 25

+427

0.00%

CoreFirst Bank & Trust

403

Dec 31, 25

0.00%

EWG Elevate Inc.

17.82K

Sep 30, 25

0.02%

Sonora Investment Management Group, LLC

12.15K

Sep 30, 25

0.01%

Guerra Advisors Inc

2.35K

Sep 30, 25

+2.35K

0.00%

Summit X, LLC

55.20K

Jun 30, 25

-86.69K

0.05%

Atria Wealth Solutions, Inc.

Jun 30, 25

-339.81K

Monterey Private Wealth, Inc.

15.55K

Mar 31, 25

0.01%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-1.07K

RAYMOND JAMES & ASSOCIATES

516.48K

Sep 30, 24

+11.21K

0.44%

Raymond James Financial Services Advisors, Inc.

308.57K

Sep 30, 24

+112.44K

0.26%

RAYMOND JAMES TRUST N.A.

33.94K

Sep 30, 24

0.03%

Carmichael Hill & Associates, Inc.

4.27K

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

961

Jun 30, 24

+743

0.00%

Cetera Advisor Networks LLC

124.61K

Mar 31, 24

-1.17K

0.11%

Cetera Advisors LLC

101.50K

Mar 31, 24

+16.32K

0.09%

GOODWIN DANIEL L

66.00K

Sep 30, 23

+6.20K

0.06%

Ahrens Investment Partners LLC

2.00K

Mar 31, 23

+2.00K

0.00%

CTC Capital Management, LLC

Mar 31, 23

-10.70K

Sargent Bickham Lagudis LLC

897

Dec 31, 22

0.00%

Legacy Wealth Planning, LLC

97.58K

Sep 30, 22

+6.11K

0.08%

American Portfolios Advisors

33.66K

Sep 30, 22

0.03%

Strategic Asset Management, LLC

500

Sep 30, 22

-600

0.00%

NEXT Financial Group, Inc

Dec 31, 21

+86

0.00%

BBVA USA

1.03K

Sep 30, 21

0.00%

Reby Advisors, LLC

2.50K

Dec 31, 20

+2.50K

0.00%

First Allied Advisory Services, Inc.

Sep 30, 20

-10.38K

LADENBURG THALMANN FINANCIAL SERVICES INC.

254.04K

Dec 31, 19

+144.67K

0.22%

Advisor Group, Inc.

11.55K

Dec 31, 19

+5.95K

0.01%

SUNTRUST BANKS INC

13.97K

Sep 30, 19

0.01%

NEXT Financial Holdings

139

Mar 31, 19

+139

0.00%

Horizon Kinetics LLC

16.19K

Dec 31, 18

-1.28K

0.01%

IFC Holdings Incorporated/FL

22.61K

Dec 31, 17

+6.50K

0.02%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-14.21K

NATIONAL PLANNING CORP

Dec 31, 17

-20.71K

Commonwealth Equity Services, Inc

129.53K

Jun 30, 17

+2.94K

0.11%

MSI Financial Services Inc

4.00K

Dec 31, 16

-335

0.00%

Investors Capital Advisory Services

73.09K

Jun 30, 16

-2.05K

0.06%

Fusion Investment Group, LLC

Dec 31, 15

-1.46K

BAIRD ROBERT W & CO INC /WI/

15.09K

Mar 31, 15

+2.00K

0.01%

UBS AG

853.11K

Sep 30, 14

+104.41K

0.73%

First Allied Securities, Inc.

26.87K

Jun 30, 12

+2.32K

0.02%