Nuveen Municipal Credit Income Fund(NZF)

$12.26—

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Nuveen Municipal Credit Income Fund(NZF)

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$12.26—

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NZF(NZF)

NZF

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Institutional Ownership

Top 329 Institutional Holders

Holder	Shares	Date	Change	% Held
Hennion & Walsh Asset Management, Inc.	1.61M	Jun 30, 26	+249.75K	0.82%
Melone Private Wealth, LLC	972.84K	Jun 30, 26	+117.66K	0.50%
Congress Park Capital LLC	437.50K	Jun 30, 26	--	0.22%
GREATMARK INVESTMENT PARTNERS, INC.	316.30K	Jun 30, 26	--	0.16%
Wealth Alliance Advisory Group, LLC	134.88K	Jun 30, 26	+23.40K	0.07%
Prospera Financial Services Inc	133.04K	Jun 30, 26	-66.32K	0.07%
PETRA FINANCIAL ADVISORS INC	117.72K	Jun 30, 26	-588	0.06%
Fortitude Advisory Group L.L.C.	53.92K	Jun 30, 26	+788	0.03%
Rinkey Investments	50.92K	Jun 30, 26	+9.80K	0.03%
Sunpointe, LLC	49.99K	Jun 30, 26	-107	0.03%
RAMSEY QUANTITATIVE SYSTEMS	45.00K	Jun 30, 26	+45.00K	0.02%
VisionPoint Advisory Group, LLC	40.90K	Jun 30, 26	+8.53K	0.02%
Abel Hall, LLC	40.00K	Jun 30, 26	+40.00K	0.02%
River Street Advisors LLC	34.43K	Jun 30, 26	--	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	32.09K	Jun 30, 26	+12.34K	0.02%
CARY STREET PARTNERS FINANCIAL LLC	31.59K	Jun 30, 26	--	0.02%
PFG Investments, LLC	29.51K	Jun 30, 26	+202	0.02%
J.W. COLE ADVISORS, INC.	28.54K	Jun 30, 26	+28.54K	0.01%
Envestnet Portfolio Solutions, Inc.	28.29K	Jun 30, 26	+28.29K	0.01%
D.A. DAVIDSON & CO.	26.94K	Jun 30, 26	-867	0.01%
David J Yvars Group	25.63K	Jun 30, 26	-1.23K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	24.43K	Jun 30, 26	+306	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	23.69K	Jun 30, 26	+138	0.01%
Wedmont Private Capital	22.78K	Jun 30, 26	+22.78K	0.01%
Mirador Capital Partners LP	22.73K	Jun 30, 26	+22.73K	0.01%
Coastal Investment Advisors, Inc.	20.50K	Jun 30, 26	--	0.01%
EQ WEALTH ADVISORS, LLC	20.47K	Jun 30, 26	--	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	20.12K	Jun 30, 26	+1.22K	0.01%
JOHNSON INVESTMENT COUNSEL INC	19.42K	Jun 30, 26	+5.50K	0.01%
Wealth Dimensions Group, Ltd.	17.90K	Jun 30, 26	--	0.01%
MELFA WEALTH MANAGEMENT, LLC	16.99K	Jun 30, 26	--	0.01%
Sightline Wealth Advisors, LLC	16.82K	Jun 30, 26	+3.07K	0.01%
Shulman DeMeo Asset Management LLC	15.63K	Jun 30, 26	-71	0.01%
Camelot Portfolios, LLC	14.09K	Jun 30, 26	-974	0.01%
Farther Finance Advisors, LLC	13.88K	Jun 30, 26	+12.23K	0.01%
Noble Wealth Management PBC	13.60K	Jun 30, 26	-362	0.01%
NOVEM GROUP	12.50K	Jun 30, 26	--	0.01%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	11.97K	Jun 30, 26	+11.97K	0.01%
Tradewinds Capital Management, LLC	11.51K	Jun 30, 26	--	0.01%
Mountain Hill Investment Partners Corp.	11.32K	Jun 30, 26	--	0.01%
Merit Financial Group, LLC	11.11K	Jun 30, 26	-1.96K	0.01%
Lantz Financial LLC	10.49K	Jun 30, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	10.31K	Jun 30, 26	+91	0.01%
Piscataqua Savings Bank	4.76K	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	4.47K	Jun 30, 26	+84	0.00%
GGM Financials LLC	3.82K	Jun 30, 26	+3.82K	0.00%
CoreCap Advisors, LLC	3.42K	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	3.30K	Jun 30, 26	--	0.00%
VIMA LLC	3.00K	Jun 30, 26	+3.00K	0.00%
NBC SECURITIES, INC.	2.75K	Jun 30, 26	+15	0.00%
SJS Investment Consulting Inc.	2.58K	Jun 30, 26	--	0.00%
HM PAYSON & CO	2.52K	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	2.28K	Jun 30, 26	--	0.00%
Financial Management Professionals, Inc.	2.11K	Jun 30, 26	+40	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.94K	Jun 30, 26	+363	0.00%
TRUST CO OF TOLEDO NA /OH/	1.79K	Jun 30, 26	--	0.00%
BFSG, LLC	1.66K	Jun 30, 26	--	0.00%
FNY Investment Advisers, LLC	1.60K	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.47K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1.28K	Jun 30, 26	--	0.00%
Mascoma Wealth Management LLC	1.07K	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	1.07K	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	917	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	896	Jun 30, 26	+896	0.00%
EASTERN BANK	738	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	400	Jun 30, 26	--	0.00%
Atala Financial Inc	--	Jun 30, 26	-12.08K	--
Fairway Wealth LLC	--	Jun 30, 26	-5.69K	--
PRECEDENT WEALTH PARTNERS, LLC	--	Jun 30, 26	-10.95K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-547	--
MORGAN STANLEY	3.04M	Mar 31, 26	-568.58K	1.55%
BANK OF AMERICA CORP /DE/	2.13M	Mar 31, 26	-1.02M	1.09%
UBS Group AG	2.12M	Mar 31, 26	-51.51K	1.08%
GUGGENHEIM CAPITAL LLC	2.11M	Mar 31, 26	+343.62K	1.08%
WELLS FARGO & COMPANY/MN	1.86M	Mar 31, 26	+30.88K	0.95%
RAYMOND JAMES FINANCIAL INC	1.07M	Mar 31, 26	-26.78K	0.54%
ROYAL BANK OF CANADA	1.02M	Mar 31, 26	+36.80K	0.52%
LPL Financial LLC	982.59K	Mar 31, 26	+195.80K	0.50%
VAN ECK ASSOCIATES CORP	928.93K	Mar 31, 26	-57.42K	0.47%
Advisors Asset Management, Inc.	689.78K	Mar 31, 26	+62.50K	0.35%
STIFEL FINANCIAL CORP	684.24K	Mar 31, 26	+32.77K	0.35%
Cetera Investment Advisers	542.75K	Mar 31, 26	+9.82K	0.28%
McGowan Group Asset Management, Inc.	466.67K	Mar 31, 26	+14.09K	0.24%
Allianz Asset Management GmbH	462.38K	Mar 31, 26	--	0.24%
Kestra Advisory Services, LLC	401.06K	Mar 31, 26	+34.60K	0.20%
Rockefeller Capital Management L.P.	384.69K	Mar 31, 26	+23.77K	0.20%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	369.98K	Mar 31, 26	+60.38K	0.19%
LAKE STREET FINANCIAL LLC	366.95K	Mar 31, 26	+52.80K	0.19%
ADVISOR GROUP HOLDINGS, INC.	284.96K	Mar 31, 26	+48.54K	0.15%
Edgemoor Investment Advisors, Inc.	284.88K	Mar 31, 26	+38.94K	0.15%
TRUIST FINANCIAL CORP	254.72K	Mar 31, 26	+3.60K	0.13%
KIM, LLC	250.00K	Mar 31, 26	--	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	241.44K	Mar 31, 26	+709	0.12%
COHEN & STEERS, INC.	225.29K	Mar 31, 26	-80.00K	0.11%
Cambridge Investment Research Advisors, Inc.	216.27K	Mar 31, 26	-3.24K	0.11%
Baird Financial Group, Inc.	210.55K	Mar 31, 26	+116.59K	0.11%
Invesco Ltd.	195.47K	Mar 31, 26	-11.04K	0.10%
NewEdge Advisors, LLC	185.90K	Mar 31, 26	+45.60K	0.09%
ENVESTNET ASSET MANAGEMENT INC	185.16K	Mar 31, 26	+4.71K	0.09%
AMERIPRISE FINANCIAL INC	169.13K	Mar 31, 26	+6.40K	0.09%
JANE STREET GROUP, LLC	164.74K	Mar 31, 26	-89.27K	0.08%
Compass Financial Group, INC/SD	164.00K	Mar 31, 26	+1.01K	0.08%
Wakefield Asset Management LLLP	163.82K	Mar 31, 26	+13.09K	0.08%
Gridiron Partners, LLC	163.50K	Mar 31, 26	-110.18K	0.08%
Steward Partners Investment Advisory, LLC	152.56K	Mar 31, 26	-7.37K	0.08%
Capital Investment Advisors, LLC	142.59K	Mar 31, 26	-8.84K	0.07%
Carson Advisory Inc.	134.23K	Mar 31, 26	+170	0.07%
Lido Advisors, LLC	132.00K	Mar 31, 26	--	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	128.05K	Mar 31, 26	-4.61K	0.07%
HighTower Advisors, LLC	95.80K	Mar 31, 26	-364.97K	0.05%
GOLDMAN SACHS GROUP INC	92.00K	Mar 31, 26	-1.10K	0.05%
FF Advisors,LLC	87.50K	Mar 31, 26	-1.24K	0.04%
SILVERLAKE WEALTH MANAGEMENT LLC	83.53K	Mar 31, 26	+20.49K	0.04%
Pensionmark Financial Group, LLC	79.07K	Mar 31, 26	+1.69K	0.04%
Janney Montgomery Scott LLC	75.65K	Mar 31, 26	+5.45K	0.04%
Tyche Wealth Partners LLC	75.47K	Mar 31, 26	+139	0.04%
Gould Capital, LLC	69.59K	Mar 31, 26	-3.57K	0.04%
WEDBUSH SECURITIES INC	69.13K	Mar 31, 26	-248	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	68.35K	Mar 31, 26	+68.35K	0.03%
Intellus Advisors LLC	63.95K	Mar 31, 26	-5.08K	0.03%
Creative Planning	63.69K	Mar 31, 26	-2.34K	0.03%
PRIMORIS WEALTH ADVISORS, LLC	60.76K	Mar 31, 26	--	0.03%
CI Private Wealth, LLC	60.71K	Mar 31, 26	+32.60K	0.03%
Sanctuary Advisors, LLC	58.43K	Mar 31, 26	-896	0.03%
CAPTRUST FINANCIAL ADVISORS	57.83K	Mar 31, 26	+3.24K	0.03%
MACKAY SHIELDS LLC	55.66K	Mar 31, 26	-268.84K	0.03%
Venture Visionary Partners LLC	53.22K	Mar 31, 26	+30	0.03%
XTX Topco Ltd	52.36K	Mar 31, 26	+52.36K	0.03%
Mariner, LLC	49.56K	Mar 31, 26	-3.52K	0.03%
Private Advisor Group, LLC	49.39K	Mar 31, 26	+25	0.03%
Whipplewood Advisors, LLC	46.38K	Mar 31, 26	+361	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	45.58K	Mar 31, 26	+522	0.02%
Palogic Value Management, L.P.	41.71K	Mar 31, 26	--	0.02%
Advisory Services Network, LLC	40.59K	Mar 31, 26	-1.06K	0.02%
DUNCKER STREETT & CO INC	40.41K	Mar 31, 26	--	0.02%
Summit Financial Consulting LLC	39.90K	Mar 31, 26	+11.14K	0.02%
Koshinski Asset Management, Inc.	39.00K	Mar 31, 26	+6.33K	0.02%
Plan Group Financial, LLC	38.66K	Mar 31, 26	--	0.02%
Allworth Financial LP	38.65K	Mar 31, 26	+311	0.02%
AlphaCore Capital LLC	38.60K	Mar 31, 26	+6.16K	0.02%
SIT INVESTMENT ASSOCIATES INC	38.40K	Mar 31, 26	--	0.02%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	37.01K	Mar 31, 26	--	0.02%
HOLLENCREST CAPITAL MANAGEMENT	35.37K	Mar 31, 26	+1.99K	0.02%
OPPENHEIMER & CO INC	33.33K	Mar 31, 26	+15.11K	0.02%
Savvy Advisors, Inc.	33.24K	Mar 31, 26	+183	0.02%
Sanibel Captiva Trust Company, Inc.	33.00K	Mar 31, 26	+33.00K	0.02%
FIFTH THIRD BANCORP	32.22K	Mar 31, 26	+27.98K	0.02%
M Holdings Securities, Inc.	31.62K	Mar 31, 26	-2.94K	0.02%
Equitable Holdings, Inc.	30.08K	Mar 31, 26	+6.62K	0.02%
IBEX WEALTH ADVISORS	30.04K	Mar 31, 26	--	0.02%
DAYMARK WEALTH PARTNERS, LLC	29.79K	Mar 31, 26	--	0.02%
Stratos Wealth Partners, LTD.	28.77K	Mar 31, 26	--	0.01%
Virtu Financial LLC	28.51K	Mar 31, 26	+9.67K	0.01%
Renasant Bank	28.30K	Mar 31, 26	--	0.01%
Chicago Partners Investment Group LLC	28.25K	Mar 31, 26	+530	0.01%
HARBOUR INVESTMENTS, INC.	27.96K	Mar 31, 26	-3.05K	0.01%
Regal Investment Advisors LLC	27.94K	Mar 31, 26	+8.32K	0.01%
Independent Advisor Alliance	27.08K	Mar 31, 26	+27.08K	0.01%
HORIZON KINETICS ASSET MANAGEMENT LLC	26.45K	Mar 31, 26	+480	0.01%
Aviance Capital Partners, LLC	26.35K	Mar 31, 26	+476	0.01%
ROTHSCHILD INVESTMENT LLC	26.28K	Mar 31, 26	+15.00K	0.01%
NORTHERN TRUST CORP	25.20K	Mar 31, 26	+1.39K	0.01%
US BANCORP \DE\	24.29K	Mar 31, 26	+4.30K	0.01%
Cypress Capital Group	24.08K	Mar 31, 26	+24.08K	0.01%
Park Place Capital Corp	24.00K	Mar 31, 26	--	0.01%
Perennial Investment Advisors, LLC	23.49K	Mar 31, 26	-10.47K	0.01%
Waverly Advisors, LLC	22.89K	Mar 31, 26	+4.68K	0.01%
Burford Brothers, Inc.	22.85K	Mar 31, 26	--	0.01%
MAI Capital Management	22.68K	Mar 31, 26	+5	0.01%
Ranch Capital Advisors Inc.	22.60K	Mar 31, 26	-1.25K	0.01%
Clear Creek Financial Management, LLC	21.96K	Mar 31, 26	+21.96K	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	20.95K	Mar 31, 26	+20.95K	0.01%
NWF Advisory Services Inc.	19.80K	Mar 31, 26	--	0.01%
Moors & Cabot, Inc.	19.77K	Mar 31, 26	+3.39K	0.01%
Arkos Global Advisors	18.89K	Mar 31, 26	-3.37K	0.01%
ProVise Management Group, LLC	17.92K	Mar 31, 26	+2.00K	0.01%
Aptus Capital Advisors, LLC	17.24K	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	17.20K	Mar 31, 26	-11.20K	0.01%
Colony Group, LLC	17.00K	Mar 31, 26	-8.49K	0.01%
MELFA WEALTH MANAGEMENT, LLC	16.99K	Mar 31, 26	--	0.01%
Kovack Advisors, Inc.	16.93K	Mar 31, 26	-5.82K	0.01%
Gateway Wealth Partners, LLC	16.57K	Mar 31, 26	+16.57K	0.01%
VISTA INVESTMENT MANAGEMENT	16.07K	Mar 31, 26	--	0.01%
NOMURA HOLDINGS INC	15.00K	Mar 31, 26	+15.00K	0.01%
Meadow Creek Wealth Advisors LLC	14.99K	Mar 31, 26	-1.60K	0.01%
Family Management Corp	14.89K	Mar 31, 26	--	0.01%
Catalina Capital Group, LLC	14.51K	Mar 31, 26	-8.71K	0.01%
MGO ONE SEVEN LLC	14.40K	Mar 31, 26	-418	0.01%
KING LUTHER CAPITAL MANAGEMENT CORP	14.37K	Mar 31, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	14.34K	Mar 31, 26	+1.07K	0.01%
TCG Advisory Services, LLC	14.11K	Mar 31, 26	+14.11K	0.01%
Fisher Asset Management, LLC	14.04K	Mar 31, 26	+14.04K	0.01%
Strategic Financial Concepts, LLC	14.00K	Mar 31, 26	+14.00K	0.01%
Concurrent Investment Advisors, LLC	13.89K	Mar 31, 26	+2.22K	0.01%
FIRST TRUST ADVISORS LP	13.64K	Mar 31, 26	+529	0.01%
Powell Investment Advisors, LLC	13.24K	Mar 31, 26	+148	0.01%
Quantinno Capital Management LP	13.24K	Mar 31, 26	+164	0.01%
SFMG, LLC	12.68K	Mar 31, 26	--	0.01%
Sound View Wealth Advisors Group, LLC	12.48K	Mar 31, 26	--	0.01%
SMITH CHAS P & ASSOCIATES PA CPAS	12.38K	Mar 31, 26	+12.38K	0.01%
Cerity Partners LLC	12.01K	Mar 31, 26	-9.28K	0.01%
COMMERCE BANK	11.58K	Mar 31, 26	--	0.01%
Busey Wealth Management	11.12K	Mar 31, 26	--	0.01%
WESBANCO BANK INC	11.10K	Mar 31, 26	--	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	11.00K	Mar 31, 26	--	0.01%
MITCHELL MCLEOD PUGH & WILLIAMS INC	11.00K	Mar 31, 26	--	0.01%
Kingsview Wealth Management, LLC	10.43K	Mar 31, 26	-82	0.01%
Uniting Wealth Partners, LLC	10.37K	Mar 31, 26	+10.37K	0.01%
CAPITAL & PLANNING, LLC	9.78K	Mar 31, 26	+9.78K	0.00%
ISLAY CAPITAL MANAGEMENT, LLC	8.00K	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	7.47K	Mar 31, 26	-1.99K	0.00%
Coastline Trust Co	6.97K	Mar 31, 26	--	0.00%
Fairway Wealth LLC	5.69K	Mar 31, 26	+5.69K	0.00%
BESSEMER GROUP INC	5.64K	Mar 31, 26	--	0.00%
Larson Financial Group LLC	5.00K	Mar 31, 26	-256	0.00%
Bernard Wealth Management Corp.	4.60K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	4.50K	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	3.44K	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	3.20K	Mar 31, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	2.63K	Mar 31, 26	--	0.00%
Fourth Dimension Wealth, LLC	2.13K	Mar 31, 26	--	0.00%
IFG Advisory, LLC	2.05K	Mar 31, 26	+2.05K	0.00%
PROSPERITY BANCSHARES INC	2.00K	Mar 31, 26	+2.00K	0.00%
GILL CAPITAL PARTNERS, LLC	1.90K	Mar 31, 26	+1.90K	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	1.35K	Mar 31, 26	--	0.00%
Penserra Capital Management LLC	1.15K	Mar 31, 26	+1.15K	0.00%
St. Johns Investment Management Company, LLC	1.06K	Mar 31, 26	--	0.00%
Synergy Investment Management, LLC	1.04K	Mar 31, 26	+1.04K	0.00%
Truvestments Capital LLC	1.00K	Mar 31, 26	--	0.00%
MONTAG A & ASSOCIATES INC	873	Mar 31, 26	--	0.00%
CWM, LLC	802	Mar 31, 26	-3	0.00%
Clearstead Advisors, LLC	693	Mar 31, 26	--	0.00%
MOTCO	286	Mar 31, 26	--	0.00%
ASSETMARK, INC	149	Mar 31, 26	-1.78K	0.00%
JONES FINANCIAL COMPANIES LLLP	46	Mar 31, 26	+46	0.00%
Tower Research Capital LLC (TRC)	10	Mar 31, 26	-1.64K	0.00%
Marex Group plc	--	Mar 31, 26	-13.20K	--
North Ground Capital	--	Mar 31, 26	-223.54K	--
ROBINSON CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-173.43K	--
WPG Advisers, LLC	--	Mar 31, 26	-734	--
Alpine Global Management, LLC	--	Mar 31, 26	-108.22K	--
Pinnacle Wealth Planning Services, Inc.	--	Mar 31, 26	-2.64K	--
Beacon Pointe Advisors, LLC	--	Mar 31, 26	-10.55K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-16.38K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-11.03K	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Mar 31, 26	-35.75K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-42.13K	--
Glen Eagle Advisors, LLC	--	Mar 31, 26	-12.06K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-29.60K	--
StoneX Group Inc.	--	Mar 31, 26	-409.19K	--
GSG Advisors LLC	--	Mar 31, 26	-25.84K	--
BRYN MAWR TRUST Co	--	Mar 31, 26	-10.00K	--
Presper Financial Architects, LLC	--	Mar 31, 26	-22.13K	--
CHOREO, LLC	--	Mar 31, 26	-18.01K	--
MGB Wealth Management, LLC	53.02K	Dec 31, 25	+7.02K	0.03%
Global Retirement Partners, LLC	26.59K	Dec 31, 25	+21.53K	0.01%
COMERICA BANK	23.81K	Dec 31, 25	-753	0.01%
Edge Financial Advisors LLC	11.30K	Dec 31, 25	+637	0.01%
DV EQUITIES, LLC	700	Dec 31, 25	+700	0.00%
GPS Wealth Strategies Group, LLC	316	Dec 31, 25	+6	0.00%
BRASS TAX WEALTH MANAGEMENT, INC	30.83K	Sep 30, 25	--	0.02%
OPTIMUM INVESTMENT ADVISORS	6.69K	Sep 30, 25	--	0.00%
AHL INVESTMENT MANAGEMENT, INC.	--	Sep 30, 25	-207.07K	--
AVANTAX ADVISORY SERVICES, INC.	26.81K	Jun 30, 25	+351	0.01%
Iron Horse Wealth Management, LLC	3.20K	Jun 30, 25	--	0.00%
Sheaff Brock Investment Advisors, LLC	11.78K	Mar 31, 25	--	0.01%
CAROLINAS WEALTH CONSULTING LLC	8.82K	Mar 31, 25	+8.82K	0.00%
Sandy Spring Bank	2.98K	Mar 31, 25	+2.98K	0.00%
WMS Partners, LLC	125.00K	Dec 31, 24	--	0.06%
Fairhaven Wealth Management, LLC	21.43K	Dec 31, 24	--	0.01%
WINTRUST INVESTMENTS LLC	1.14K	Dec 31, 24	-40	0.00%
Raymond James Financial Services Advisors, Inc.	626.46K	Sep 30, 24	+503.02K	0.32%
RAYMOND JAMES & ASSOCIATES	489.10K	Sep 30, 24	+155.58K	0.25%
RAYMOND JAMES TRUST N.A.	10.11K	Sep 30, 24	--	0.01%
Relative Value Partners Group, LLC	111.75K	Jun 30, 24	+111.75K	0.06%
Gratus Capital LLC	21.30K	Jun 30, 24	+21.30K	0.01%
Cetera Advisors LLC	104.71K	Mar 31, 24	+10.59K	0.05%
Cetera Advisor Networks LLC	74.04K	Mar 31, 24	-406	0.04%
Highlander Capital Management, LLC	595	Mar 31, 24	--	0.00%
Retirement Group, LLC	137	Mar 31, 24	--	0.00%
Crestone Asset Management LLC	--	Mar 31, 24	-24.46K	--
Bartlett & Co. LLC	2.15K	Dec 31, 23	--	0.00%
Simplicity Solutions, LLC	--	Dec 31, 23	-20.44K	--
ADVISOR PARTNERS II, LLC	454.25K	Sep 30, 23	+454.25K	0.23%
Claybrook Capital, LLC	148.18K	Sep 30, 23	--	0.08%
GOODWIN DANIEL L	122.66K	Sep 30, 23	+784	0.06%
Wealth Management Solutions, LLC	12.15K	Sep 30, 23	--	0.01%
BEDEL FINANCIAL CONSULTING INC	11.80K	Sep 30, 23	+11.80K	0.01%
Ford Financial Group, LLC	--	Mar 31, 23	-16.65K	--
CTC Capital Management, LLC	--	Mar 31, 23	-14.30K	--
American Portfolios Advisors	30.34K	Sep 30, 22	-7.16K	0.02%
FourThought Financial, LLC	8.33K	Sep 30, 22	+31	0.00%
ACG Wealth	--	Sep 30, 22	-2.94K	--
Hightower 6M Holding, LLC	--	Sep 30, 22	-157.36K	--
B. Riley Wealth Management, Inc.	21.08K	Jun 30, 22	-37.26K	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-474	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	19.18K	Mar 31, 22	-5.21K	0.01%
Livingston Group Asset Management CO (operating as Southport Capital Management)	--	Mar 31, 22	-12.14K	--
Carroll Financial Associates, Inc.	36.77K	Dec 31, 21	+36.77K	0.02%
Investors Financial Group, LLC	11.00K	Dec 31, 21	--	0.01%
NEXT Financial Group, Inc	750	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	13.67K	Sep 30, 21	+800	0.01%
USCA RIA LLC	11.96K	Jun 30, 21	--	0.01%
Hoover Financial Advisors, Inc.	1.40K	Jun 30, 21	+1.40K	0.00%
Sullivan, Bruyette, Speros & Blaney, LLC	12.45K	Mar 31, 21	--	0.01%
Watson Rebecca	--	Sep 30, 20	-300	--
Huber Financial Advisors, LLC	98.46K	Mar 31, 20	+6	0.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.	130.64K	Dec 31, 19	+17.95K	0.07%
Advisor Group, Inc.	105.67K	Dec 31, 19	+4.75K	0.05%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	33.08K	Dec 31, 19	+3.13K	0.02%
BB&T SECURITIES, LLC	43.33K	Sep 30, 19	-259	0.02%
Stokes & Hubbell Capital Management, LLC	41.95K	Mar 31, 19	-112	0.02%
Horizon Kinetics LLC	65.59K	Dec 31, 18	-1.26K	0.03%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	14.00K	Dec 31, 18	--	0.01%
Yellowstone Partners, LLC	48.83K	Dec 31, 17	-31.81K	0.02%
IFC Holdings Incorporated/FL	15.95K	Dec 31, 17	+1.38K	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-57.40K	--
Commonwealth Equity Services, Inc	153.96K	Jun 30, 17	-3.06K	0.08%
FIRST FINANCIAL EQUITY CORPORATION	10.04K	Mar 31, 17	+10.04K	0.01%
MSI Financial Services Inc	15.03K	Dec 31, 16	+4.33K	0.01%
WESTPORT RESOURCES MANAGEMENT INC	665	Sep 30, 16	-2.83K	0.00%
Carnick & Kubik, LLC	2.37K	Mar 31, 16	+2.37K	0.00%
Pinnacle Summer Investments, Inc.	8.61K	Dec 31, 15	+6.85K	0.00%
MPAM CREDIT TRADING PARTNERS L.P.	106.20K	Sep 30, 15	-22.09K	0.05%
BAIRD ROBERT W & CO INC /WI/	--	Mar 31, 15	-207.34K	--
UBS AG	246.13K	Sep 30, 14	-72.41K	0.13%
Del Mar Asset Management, LP	106.90K	Sep 30, 14	+106.90K	0.05%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-10.18K	--
First Allied Securities, Inc.	19.35K	Jun 30, 12	-10.10K	0.01%

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Holder

Date

Change

% Held

Hennion & Walsh Asset Management, Inc.

1.61M

Jun 30, 26

+249.75K

0.82%

Melone Private Wealth, LLC

972.84K

Jun 30, 26

+117.66K

0.50%

Congress Park Capital LLC

437.50K

Jun 30, 26

0.22%

GREATMARK INVESTMENT PARTNERS, INC.

316.30K

Jun 30, 26

0.16%

Wealth Alliance Advisory Group, LLC

134.88K

Jun 30, 26

+23.40K

0.07%

Prospera Financial Services Inc

133.04K

Jun 30, 26

-66.32K

0.07%

PETRA FINANCIAL ADVISORS INC

117.72K

Jun 30, 26

-588

0.06%

Fortitude Advisory Group L.L.C.

53.92K

Jun 30, 26

+788

0.03%

Rinkey Investments

50.92K

Jun 30, 26

+9.80K

0.03%

Sunpointe, LLC

49.99K

Jun 30, 26

-107

0.03%

RAMSEY QUANTITATIVE SYSTEMS

45.00K

Jun 30, 26

+45.00K

0.02%

VisionPoint Advisory Group, LLC

40.90K

Jun 30, 26

+8.53K

0.02%

Abel Hall, LLC

40.00K

Jun 30, 26

+40.00K

0.02%

River Street Advisors LLC

34.43K

Jun 30, 26

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

32.09K

Jun 30, 26

+12.34K

0.02%

CARY STREET PARTNERS FINANCIAL LLC

31.59K

Jun 30, 26

0.02%

PFG Investments, LLC

29.51K

Jun 30, 26

+202

0.02%

J.W. COLE ADVISORS, INC.

28.54K

Jun 30, 26

+28.54K

0.01%

Envestnet Portfolio Solutions, Inc.

28.29K

Jun 30, 26

+28.29K

0.01%

D.A. DAVIDSON & CO.

26.94K

Jun 30, 26

-867

0.01%

David J Yvars Group

25.63K

Jun 30, 26

-1.23K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

24.43K

Jun 30, 26

+306

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

23.69K

Jun 30, 26

+138

0.01%

Wedmont Private Capital

22.78K

Jun 30, 26

+22.78K

0.01%

Mirador Capital Partners LP

22.73K

Jun 30, 26

+22.73K

0.01%

Coastal Investment Advisors, Inc.

20.50K

Jun 30, 26

0.01%

EQ WEALTH ADVISORS, LLC

20.47K

Jun 30, 26

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

20.12K

Jun 30, 26

+1.22K

0.01%

JOHNSON INVESTMENT COUNSEL INC

19.42K

Jun 30, 26

+5.50K

0.01%

Wealth Dimensions Group, Ltd.

17.90K

Jun 30, 26

0.01%

MELFA WEALTH MANAGEMENT, LLC

16.99K

Jun 30, 26

0.01%

Sightline Wealth Advisors, LLC

16.82K

Jun 30, 26

+3.07K

0.01%

Shulman DeMeo Asset Management LLC

15.63K

Jun 30, 26

-71

0.01%

Camelot Portfolios, LLC

14.09K

Jun 30, 26

-974

0.01%

Farther Finance Advisors, LLC

13.88K

Jun 30, 26

+12.23K

0.01%

Noble Wealth Management PBC

13.60K

Jun 30, 26

-362

0.01%

NOVEM GROUP

12.50K

Jun 30, 26

0.01%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

11.97K

Jun 30, 26

+11.97K

0.01%

Tradewinds Capital Management, LLC

11.51K

Jun 30, 26

0.01%

Mountain Hill Investment Partners Corp.

11.32K

Jun 30, 26

0.01%

Merit Financial Group, LLC

11.11K

Jun 30, 26

-1.96K

0.01%

Lantz Financial LLC

10.49K

Jun 30, 26

0.01%

B. Riley Wealth Advisors, Inc.

10.31K

Jun 30, 26

+91

0.01%

Piscataqua Savings Bank

4.76K

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

4.47K

Jun 30, 26

+84

0.00%

GGM Financials LLC

3.82K

Jun 30, 26

+3.82K

0.00%

CoreCap Advisors, LLC

3.42K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

3.30K

Jun 30, 26

0.00%

VIMA LLC

3.00K

Jun 30, 26

+3.00K

0.00%

NBC SECURITIES, INC.

2.75K

Jun 30, 26

+15

0.00%

SJS Investment Consulting Inc.

2.58K

Jun 30, 26

0.00%

HM PAYSON & CO

2.52K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

2.28K

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

2.11K

Jun 30, 26

+40

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.94K

Jun 30, 26

+363

0.00%

TRUST CO OF TOLEDO NA /OH/

1.79K

Jun 30, 26

0.00%

BFSG, LLC

1.66K

Jun 30, 26

0.00%

FNY Investment Advisers, LLC

1.60K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.47K

Jun 30, 26

0.00%

IFP Advisors, Inc

1.28K

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

1.07K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.07K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

917

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

896

Jun 30, 26

+896

0.00%

EASTERN BANK

738

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

400

Jun 30, 26

0.00%

Atala Financial Inc

Jun 30, 26

-12.08K

Fairway Wealth LLC

Jun 30, 26

-5.69K

PRECEDENT WEALTH PARTNERS, LLC

Jun 30, 26

-10.95K

Scarborough Advisors, LLC

Jun 30, 26

-547

MORGAN STANLEY

3.04M

Mar 31, 26

-568.58K

1.55%

BANK OF AMERICA CORP /DE/

2.13M

Mar 31, 26

-1.02M

1.09%

UBS Group AG

2.12M

Mar 31, 26

-51.51K

1.08%

GUGGENHEIM CAPITAL LLC

2.11M

Mar 31, 26

+343.62K

1.08%

WELLS FARGO & COMPANY/MN

1.86M

Mar 31, 26

+30.88K

0.95%

RAYMOND JAMES FINANCIAL INC

1.07M

Mar 31, 26

-26.78K

0.54%

ROYAL BANK OF CANADA

1.02M

Mar 31, 26

+36.80K

0.52%

LPL Financial LLC

982.59K

Mar 31, 26

+195.80K

0.50%

VAN ECK ASSOCIATES CORP

928.93K

Mar 31, 26

-57.42K

0.47%

Advisors Asset Management, Inc.

689.78K

Mar 31, 26

+62.50K

0.35%

STIFEL FINANCIAL CORP

684.24K

Mar 31, 26

+32.77K

0.35%

Cetera Investment Advisers

542.75K

Mar 31, 26

+9.82K

0.28%

McGowan Group Asset Management, Inc.

466.67K

Mar 31, 26

+14.09K

0.24%

Allianz Asset Management GmbH

462.38K

Mar 31, 26

0.24%

Kestra Advisory Services, LLC

401.06K

Mar 31, 26

+34.60K

0.20%

Rockefeller Capital Management L.P.

384.69K

Mar 31, 26

+23.77K

0.20%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

369.98K

Mar 31, 26

+60.38K

0.19%

LAKE STREET FINANCIAL LLC

366.95K

Mar 31, 26

+52.80K

0.19%

ADVISOR GROUP HOLDINGS, INC.

284.96K

Mar 31, 26

+48.54K

0.15%

Edgemoor Investment Advisors, Inc.

284.88K

Mar 31, 26

+38.94K

0.15%

TRUIST FINANCIAL CORP

254.72K

Mar 31, 26

+3.60K

0.13%

KIM, LLC

250.00K

Mar 31, 26

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

241.44K

Mar 31, 26

+709

0.12%

COHEN & STEERS, INC.

225.29K

Mar 31, 26

-80.00K

0.11%

Cambridge Investment Research Advisors, Inc.

216.27K

Mar 31, 26

-3.24K

0.11%

Baird Financial Group, Inc.

210.55K

Mar 31, 26

+116.59K

0.11%

Invesco Ltd.

195.47K

Mar 31, 26

-11.04K

0.10%

NewEdge Advisors, LLC

185.90K

Mar 31, 26

+45.60K

0.09%

ENVESTNET ASSET MANAGEMENT INC

185.16K

Mar 31, 26

+4.71K

0.09%

AMERIPRISE FINANCIAL INC

169.13K

Mar 31, 26

+6.40K

0.09%

JANE STREET GROUP, LLC

164.74K

Mar 31, 26

-89.27K

0.08%

Compass Financial Group, INC/SD

164.00K

Mar 31, 26

+1.01K

0.08%

Wakefield Asset Management LLLP

163.82K

Mar 31, 26

+13.09K

0.08%

Gridiron Partners, LLC

163.50K

Mar 31, 26

-110.18K

0.08%

Steward Partners Investment Advisory, LLC

152.56K

Mar 31, 26

-7.37K

0.08%

Capital Investment Advisors, LLC

142.59K

Mar 31, 26

-8.84K

0.07%

Carson Advisory Inc.

134.23K

Mar 31, 26

+170

0.07%

Lido Advisors, LLC

132.00K

Mar 31, 26

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

128.05K

Mar 31, 26

-4.61K

0.07%

HighTower Advisors, LLC

95.80K

Mar 31, 26

-364.97K

0.05%

GOLDMAN SACHS GROUP INC

92.00K

Mar 31, 26

-1.10K

0.05%

FF Advisors,LLC

87.50K

Mar 31, 26

-1.24K

0.04%

SILVERLAKE WEALTH MANAGEMENT LLC

83.53K

Mar 31, 26

+20.49K

0.04%

Pensionmark Financial Group, LLC

79.07K

Mar 31, 26

+1.69K

0.04%

Janney Montgomery Scott LLC

75.65K

Mar 31, 26

+5.45K

0.04%

Tyche Wealth Partners LLC

75.47K

Mar 31, 26

+139

0.04%

Gould Capital, LLC

69.59K

Mar 31, 26

-3.57K

0.04%

WEDBUSH SECURITIES INC

69.13K

Mar 31, 26

-248

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

68.35K

Mar 31, 26

+68.35K

0.03%

Intellus Advisors LLC

63.95K

Mar 31, 26

-5.08K

0.03%

Creative Planning

63.69K

Mar 31, 26

-2.34K

0.03%

PRIMORIS WEALTH ADVISORS, LLC

60.76K

Mar 31, 26

0.03%

CI Private Wealth, LLC

60.71K

Mar 31, 26

+32.60K

0.03%

Sanctuary Advisors, LLC

58.43K

Mar 31, 26

-896

0.03%

CAPTRUST FINANCIAL ADVISORS

57.83K

Mar 31, 26

+3.24K

0.03%

MACKAY SHIELDS LLC

55.66K

Mar 31, 26

-268.84K

0.03%

Venture Visionary Partners LLC

53.22K

Mar 31, 26

+30

0.03%

XTX Topco Ltd

52.36K

Mar 31, 26

+52.36K

0.03%

Mariner, LLC

49.56K

Mar 31, 26

-3.52K

0.03%

Private Advisor Group, LLC

49.39K

Mar 31, 26

+25

0.03%

Whipplewood Advisors, LLC

46.38K

Mar 31, 26

+361

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

45.58K

Mar 31, 26

+522

0.02%

Palogic Value Management, L.P.

41.71K

Mar 31, 26

0.02%

Advisory Services Network, LLC

40.59K

Mar 31, 26

-1.06K

0.02%

DUNCKER STREETT & CO INC

40.41K

Mar 31, 26

0.02%

Summit Financial Consulting LLC

39.90K

Mar 31, 26

+11.14K

0.02%

Koshinski Asset Management, Inc.

39.00K

Mar 31, 26

+6.33K

0.02%

Plan Group Financial, LLC

38.66K

Mar 31, 26

0.02%

Allworth Financial LP

38.65K

Mar 31, 26

+311

0.02%

AlphaCore Capital LLC

38.60K

Mar 31, 26

+6.16K

0.02%

SIT INVESTMENT ASSOCIATES INC

38.40K

Mar 31, 26

0.02%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

37.01K

Mar 31, 26

0.02%

HOLLENCREST CAPITAL MANAGEMENT

35.37K

Mar 31, 26

+1.99K

0.02%

OPPENHEIMER & CO INC

33.33K

Mar 31, 26

+15.11K

0.02%

Savvy Advisors, Inc.

33.24K

Mar 31, 26

+183

0.02%

Sanibel Captiva Trust Company, Inc.

33.00K

Mar 31, 26

+33.00K

0.02%

FIFTH THIRD BANCORP

32.22K

Mar 31, 26

+27.98K

0.02%

M Holdings Securities, Inc.

31.62K

Mar 31, 26

-2.94K

0.02%

Equitable Holdings, Inc.

30.08K

Mar 31, 26

+6.62K

0.02%

IBEX WEALTH ADVISORS

30.04K

Mar 31, 26

0.02%

DAYMARK WEALTH PARTNERS, LLC

29.79K

Mar 31, 26

0.02%

Stratos Wealth Partners, LTD.

28.77K

Mar 31, 26

0.01%

Virtu Financial LLC

28.51K

Mar 31, 26

+9.67K

0.01%

Renasant Bank

28.30K

Mar 31, 26

0.01%

Chicago Partners Investment Group LLC

28.25K

Mar 31, 26

+530

0.01%

HARBOUR INVESTMENTS, INC.

27.96K

Mar 31, 26

-3.05K

0.01%

Regal Investment Advisors LLC

27.94K

Mar 31, 26

+8.32K

0.01%

Independent Advisor Alliance

27.08K

Mar 31, 26

+27.08K

0.01%

HORIZON KINETICS ASSET MANAGEMENT LLC

26.45K

Mar 31, 26

+480

0.01%

Aviance Capital Partners, LLC

26.35K

Mar 31, 26

+476

0.01%

ROTHSCHILD INVESTMENT LLC

26.28K

Mar 31, 26

+15.00K

0.01%

NORTHERN TRUST CORP

25.20K

Mar 31, 26

+1.39K

0.01%

US BANCORP \DE\

24.29K

Mar 31, 26

+4.30K

0.01%

Cypress Capital Group

24.08K

Mar 31, 26

+24.08K

0.01%

Park Place Capital Corp

24.00K

Mar 31, 26

0.01%

Perennial Investment Advisors, LLC

23.49K

Mar 31, 26

-10.47K

0.01%

Waverly Advisors, LLC

22.89K

Mar 31, 26

+4.68K

0.01%

Burford Brothers, Inc.

22.85K

Mar 31, 26

0.01%

MAI Capital Management

22.68K

Mar 31, 26

0.01%

Ranch Capital Advisors Inc.

22.60K

Mar 31, 26

-1.25K

0.01%

Clear Creek Financial Management, LLC

21.96K

Mar 31, 26

+21.96K

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

20.95K

Mar 31, 26

+20.95K

0.01%

NWF Advisory Services Inc.

19.80K

Mar 31, 26

0.01%

Moors & Cabot, Inc.

19.77K

Mar 31, 26

+3.39K

0.01%

Arkos Global Advisors

18.89K

Mar 31, 26

-3.37K

0.01%

ProVise Management Group, LLC

17.92K

Mar 31, 26

+2.00K

0.01%

Aptus Capital Advisors, LLC

17.24K

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

17.20K

Mar 31, 26

-11.20K

0.01%

Colony Group, LLC

17.00K

Mar 31, 26

-8.49K

0.01%

MELFA WEALTH MANAGEMENT, LLC

16.99K

Mar 31, 26

0.01%

Kovack Advisors, Inc.

16.93K

Mar 31, 26

-5.82K

0.01%

Gateway Wealth Partners, LLC

16.57K

Mar 31, 26

+16.57K

0.01%

VISTA INVESTMENT MANAGEMENT

16.07K

Mar 31, 26

0.01%

NOMURA HOLDINGS INC

15.00K

Mar 31, 26

+15.00K

0.01%

Meadow Creek Wealth Advisors LLC

14.99K

Mar 31, 26

-1.60K

0.01%

Family Management Corp

14.89K

Mar 31, 26

0.01%

Catalina Capital Group, LLC

14.51K

Mar 31, 26

-8.71K

0.01%

MGO ONE SEVEN LLC

14.40K

Mar 31, 26

-418

0.01%

KING LUTHER CAPITAL MANAGEMENT CORP

14.37K

Mar 31, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

14.34K

Mar 31, 26

+1.07K

0.01%

TCG Advisory Services, LLC

14.11K

Mar 31, 26

+14.11K

0.01%

Fisher Asset Management, LLC

14.04K

Mar 31, 26

+14.04K

0.01%

Strategic Financial Concepts, LLC

14.00K

Mar 31, 26

+14.00K

0.01%

Concurrent Investment Advisors, LLC

13.89K

Mar 31, 26

+2.22K

0.01%

FIRST TRUST ADVISORS LP

13.64K

Mar 31, 26

+529

0.01%

Powell Investment Advisors, LLC

13.24K

Mar 31, 26

+148

0.01%

Quantinno Capital Management LP

13.24K

Mar 31, 26

+164

0.01%

SFMG, LLC

12.68K

Mar 31, 26

0.01%

Sound View Wealth Advisors Group, LLC

12.48K

Mar 31, 26

0.01%

SMITH CHAS P & ASSOCIATES PA CPAS

12.38K

Mar 31, 26

+12.38K

0.01%

Cerity Partners LLC

12.01K

Mar 31, 26

-9.28K

0.01%

COMMERCE BANK

11.58K

Mar 31, 26

0.01%

Busey Wealth Management

11.12K

Mar 31, 26

0.01%

WESBANCO BANK INC

11.10K

Mar 31, 26

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

11.00K

Mar 31, 26

0.01%

MITCHELL MCLEOD PUGH & WILLIAMS INC

11.00K

Mar 31, 26

0.01%

Kingsview Wealth Management, LLC

10.43K

Mar 31, 26

-82

0.01%

Uniting Wealth Partners, LLC

10.37K

Mar 31, 26

+10.37K

0.01%

CAPITAL & PLANNING, LLC

9.78K

Mar 31, 26

+9.78K

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

8.00K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

7.47K

Mar 31, 26

-1.99K

0.00%

Coastline Trust Co

6.97K

Mar 31, 26

0.00%

Fairway Wealth LLC

5.69K

Mar 31, 26

+5.69K

0.00%

BESSEMER GROUP INC

5.64K

Mar 31, 26

0.00%

Larson Financial Group LLC

5.00K

Mar 31, 26

-256

0.00%

Bernard Wealth Management Corp.

4.60K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

4.50K

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

3.44K

Mar 31, 26

0.00%

Ancora Advisors, LLC

3.20K

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

2.63K

Mar 31, 26

0.00%

Fourth Dimension Wealth, LLC

2.13K

Mar 31, 26

0.00%

IFG Advisory, LLC

2.05K

Mar 31, 26

+2.05K

0.00%

PROSPERITY BANCSHARES INC

2.00K

Mar 31, 26

+2.00K

0.00%

GILL CAPITAL PARTNERS, LLC

1.90K

Mar 31, 26

+1.90K

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

1.35K

Mar 31, 26

0.00%

Penserra Capital Management LLC

1.15K

Mar 31, 26

+1.15K

0.00%

St. Johns Investment Management Company, LLC

1.06K

Mar 31, 26

0.00%

Synergy Investment Management, LLC

1.04K

Mar 31, 26

+1.04K

0.00%

Truvestments Capital LLC

1.00K

Mar 31, 26

0.00%

MONTAG A & ASSOCIATES INC

873

Mar 31, 26

0.00%

CWM, LLC

802

Mar 31, 26

-3

0.00%

Clearstead Advisors, LLC

693

Mar 31, 26

0.00%

MOTCO

286

Mar 31, 26

0.00%

ASSETMARK, INC

149

Mar 31, 26

-1.78K

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

+46

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-1.64K

0.00%

Marex Group plc

Mar 31, 26

-13.20K

North Ground Capital

Mar 31, 26

-223.54K

ROBINSON CAPITAL MANAGEMENT, LLC

Mar 31, 26

-173.43K

WPG Advisers, LLC

Mar 31, 26

-734

Alpine Global Management, LLC

Mar 31, 26

-108.22K

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

-2.64K

Beacon Pointe Advisors, LLC

Mar 31, 26

-10.55K

Arete Wealth Advisors, LLC

Mar 31, 26

-16.38K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-11.03K

KESTRA PRIVATE WEALTH SERVICES, LLC

Mar 31, 26

-35.75K

Brinker Capital Investments, LLC

Mar 31, 26

-42.13K

Glen Eagle Advisors, LLC

Mar 31, 26

-12.06K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-29.60K

StoneX Group Inc.

Mar 31, 26

-409.19K

GSG Advisors LLC

Mar 31, 26

-25.84K

BRYN MAWR TRUST Co

Mar 31, 26

-10.00K

Presper Financial Architects, LLC

Mar 31, 26

-22.13K

CHOREO, LLC

Mar 31, 26

-18.01K

MGB Wealth Management, LLC

53.02K

Dec 31, 25

+7.02K

0.03%

Global Retirement Partners, LLC

26.59K

Dec 31, 25

+21.53K

0.01%

COMERICA BANK

23.81K

Dec 31, 25

-753

0.01%

Edge Financial Advisors LLC

11.30K

Dec 31, 25

+637

0.01%

DV EQUITIES, LLC

700

Dec 31, 25

+700

0.00%

GPS Wealth Strategies Group, LLC

316

Dec 31, 25

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

30.83K

Sep 30, 25

0.02%

OPTIMUM INVESTMENT ADVISORS

6.69K

Sep 30, 25

0.00%

AHL INVESTMENT MANAGEMENT, INC.

Sep 30, 25

-207.07K

AVANTAX ADVISORY SERVICES, INC.

26.81K

Jun 30, 25

+351

0.01%

Iron Horse Wealth Management, LLC

3.20K

Jun 30, 25

0.00%

Sheaff Brock Investment Advisors, LLC

11.78K

Mar 31, 25

0.01%

CAROLINAS WEALTH CONSULTING LLC

8.82K

Mar 31, 25

+8.82K

0.00%

Sandy Spring Bank

2.98K

Mar 31, 25

+2.98K

0.00%

WMS Partners, LLC

125.00K

Dec 31, 24

0.06%

Fairhaven Wealth Management, LLC

21.43K

Dec 31, 24

0.01%

WINTRUST INVESTMENTS LLC

1.14K

Dec 31, 24

-40

0.00%

Raymond James Financial Services Advisors, Inc.

626.46K

Sep 30, 24

+503.02K

0.32%

RAYMOND JAMES & ASSOCIATES

489.10K

Sep 30, 24

+155.58K

0.25%

RAYMOND JAMES TRUST N.A.

10.11K

Sep 30, 24

0.01%

Relative Value Partners Group, LLC

111.75K

Jun 30, 24

+111.75K

0.06%

Gratus Capital LLC

21.30K

Jun 30, 24

+21.30K

0.01%

Cetera Advisors LLC

104.71K

Mar 31, 24

+10.59K

0.05%

Cetera Advisor Networks LLC

74.04K

Mar 31, 24

-406

0.04%

Highlander Capital Management, LLC

595

Mar 31, 24

0.00%

Retirement Group, LLC

137

Mar 31, 24

0.00%

Crestone Asset Management LLC

Mar 31, 24

-24.46K

Bartlett & Co. LLC

2.15K

Dec 31, 23

0.00%

Simplicity Solutions, LLC

Dec 31, 23

-20.44K

ADVISOR PARTNERS II, LLC

454.25K

Sep 30, 23

+454.25K

0.23%

Claybrook Capital, LLC

148.18K

Sep 30, 23

0.08%

GOODWIN DANIEL L

122.66K

Sep 30, 23

+784

0.06%

Wealth Management Solutions, LLC

12.15K

Sep 30, 23

0.01%

BEDEL FINANCIAL CONSULTING INC

11.80K

Sep 30, 23

+11.80K

0.01%

Ford Financial Group, LLC

Mar 31, 23

-16.65K

CTC Capital Management, LLC

Mar 31, 23

-14.30K

American Portfolios Advisors

30.34K

Sep 30, 22

-7.16K

0.02%

FourThought Financial, LLC

8.33K

Sep 30, 22

+31

0.00%

ACG Wealth

Sep 30, 22

-2.94K

Hightower 6M Holding, LLC

Sep 30, 22

-157.36K

B. Riley Wealth Management, Inc.

21.08K

Jun 30, 22

-37.26K

0.01%

Private Capital Group, LLC

Jun 30, 22

-474

PARAMETRIC PORTFOLIO ASSOCIATES LLC

19.18K

Mar 31, 22

-5.21K

0.01%

Livingston Group Asset Management CO (operating as Southport Capital Management)

Mar 31, 22

-12.14K

Carroll Financial Associates, Inc.

36.77K

Dec 31, 21

+36.77K

0.02%

Investors Financial Group, LLC

11.00K

Dec 31, 21

0.01%

NEXT Financial Group, Inc

750

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

13.67K

Sep 30, 21

+800

0.01%

USCA RIA LLC

11.96K

Jun 30, 21

0.01%

Hoover Financial Advisors, Inc.

1.40K

Jun 30, 21

+1.40K

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

12.45K

Mar 31, 21

0.01%

Watson Rebecca

Sep 30, 20

-300

Huber Financial Advisors, LLC

98.46K

Mar 31, 20

0.05%

LADENBURG THALMANN FINANCIAL SERVICES INC.

130.64K

Dec 31, 19

+17.95K

0.07%

Advisor Group, Inc.

105.67K

Dec 31, 19

+4.75K

0.05%

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

33.08K

Dec 31, 19

+3.13K

0.02%

BB&T SECURITIES, LLC

43.33K

Sep 30, 19

-259

0.02%

Stokes & Hubbell Capital Management, LLC

41.95K

Mar 31, 19

-112

0.02%

Horizon Kinetics LLC

65.59K

Dec 31, 18

-1.26K

0.03%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

14.00K

Dec 31, 18

0.01%

Yellowstone Partners, LLC

48.83K

Dec 31, 17

-31.81K

0.02%

IFC Holdings Incorporated/FL

15.95K

Dec 31, 17

+1.38K

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-57.40K

Commonwealth Equity Services, Inc

153.96K

Jun 30, 17

-3.06K

0.08%

FIRST FINANCIAL EQUITY CORPORATION

10.04K

Mar 31, 17

+10.04K

0.01%

MSI Financial Services Inc

15.03K

Dec 31, 16

+4.33K

0.01%

WESTPORT RESOURCES MANAGEMENT INC

665

Sep 30, 16

-2.83K

0.00%

Carnick & Kubik, LLC

2.37K

Mar 31, 16

+2.37K

0.00%

Pinnacle Summer Investments, Inc.

8.61K

Dec 31, 15

+6.85K

0.00%

MPAM CREDIT TRADING PARTNERS L.P.

106.20K

Sep 30, 15

-22.09K

0.05%

BAIRD ROBERT W & CO INC /WI/

Mar 31, 15

-207.34K

UBS AG

246.13K

Sep 30, 14

-72.41K

0.13%

Del Mar Asset Management, LP

106.90K

Sep 30, 14

+106.90K

0.05%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-10.18K

First Allied Securities, Inc.

19.35K

Jun 30, 12

-10.10K

0.01%