Oaktree Specialty Lending Corporation(OCSL)

$11.69—

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Oaktree Specialty Lending Corporation(OCSL)

NASDAQ

$11.69—

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OCSL(OCSL)

OCSL

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 282 Institutional Holders

Holder	Shares	Date	Change	% Held
PRIVATE MANAGEMENT GROUP INC	3.72M	Mar 31, 26	+462.12K	4.22%
MORGAN STANLEY	2.56M	Mar 31, 26	-398.02K	2.91%
BRUNI J V & CO /CO	2.50M	Mar 31, 26	+2.16K	2.84%
ARES MANAGEMENT LLC	2.10M	Mar 31, 26	+166.00K	2.38%
Generali Asset Management SPA SGR	2.09M	Mar 31, 26	--	2.37%
OAKTREE CAPITAL MANAGEMENT LP	1.85M	Mar 31, 26	--	2.10%
VAN ECK ASSOCIATES CORP	1.70M	Mar 31, 26	-450.03K	1.93%
CLARET ASSET MANAGEMENT Corp	1.67M	Mar 31, 26	+7.90K	1.89%
UBS Group AG	1.37M	Mar 31, 26	+36.10K	1.56%
RIVERNORTH CAPITAL MANAGEMENT, LLC	1.28M	Mar 31, 26	+12.21K	1.45%
PANORAMIC INVESTMENT ADVISORS, LLC	1.24M	Mar 31, 26	+1.24M	1.41%
Melia Wealth LLC	1.24M	Mar 31, 26	+22.30K	1.41%
Beach Point Capital Management LP	1.11M	Mar 31, 26	+1.11M	1.26%
TWO SIGMA INVESTMENTS, LP	883.26K	Mar 31, 26	+143.18K	1.00%
Russell Investments Group, Ltd.	720.72K	Mar 31, 26	+480.26K	0.82%
Legal & General Group Plc	685.01K	Mar 31, 26	+68.34K	0.78%
ROYAL BANK OF CANADA	479.66K	Mar 31, 26	+18.22K	0.54%
RAYMOND JAMES FINANCIAL INC	424.02K	Mar 31, 26	+26.84K	0.48%
BlackRock, Inc.	341.86K	Mar 31, 26	-88.78K	0.39%
CITADEL ADVISORS LLC	341.62K	Mar 31, 26	+305.92K	0.39%
CASTLEKEEP INVESTMENT ADVISORS LLC	336.59K	Mar 31, 26	+16.09K	0.38%
Muzinich & Co., Inc.	333.56K	Mar 31, 26	+990	0.38%
Sumitomo Mitsui Trust Holdings, Inc.	310.88K	Mar 31, 26	--	0.35%
HighTower Advisors, LLC	308.19K	Mar 31, 26	+127.01K	0.35%
United Advisor Group, LLC	285.64K	Mar 31, 26	+61.20K	0.32%
Arnhold LLC	282.35K	Mar 31, 26	+72.50K	0.32%
BI Asset Management Fondsmaeglerselskab A/S	240.93K	Mar 31, 26	-16.73K	0.27%
ADVISOR GROUP HOLDINGS, INC.	235.55K	Mar 31, 26	+57.81K	0.27%
WELLS FARGO & COMPANY/MN	231.07K	Mar 31, 26	+61.46K	0.26%
Old Port Advisors	212.29K	Mar 31, 26	+47.42K	0.24%
TORONTO DOMINION BANK	207.00K	Mar 31, 26	--	0.23%
Colony Group, LLC	199.91K	Mar 31, 26	-15.66K	0.23%
Triad Investment Management	197.33K	Mar 31, 26	-3.52K	0.22%
LOOMIS SAYLES & CO L P	176.67K	Mar 31, 26	--	0.20%
Michelson Medical Research Foundation, Inc.	170.10K	Mar 31, 26	+170.10K	0.19%
Naviter Wealth, LLC	166.08K	Mar 31, 26	+41.61K	0.19%
Plan Group Financial, LLC	161.01K	Mar 31, 26	+31.05K	0.18%
FIDUCIARY FINANCIAL GROUP, LLC	154.04K	Mar 31, 26	+31.22K	0.17%
CENTAURUS FINANCIAL, INC.	149.81K	Mar 31, 26	+15.94K	0.17%
Independent Advisor Alliance	149.64K	Mar 31, 26	-2.35K	0.17%
LAZARD ASSET MANAGEMENT LLC	143.56K	Mar 31, 26	-4.78K	0.16%
LSV ASSET MANAGEMENT	139.97K	Mar 31, 26	--	0.16%
Cerberus Capital Management, L.P.	135.00K	Mar 31, 26	+135.00K	0.15%
DnB Asset Management AS	133.42K	Mar 31, 26	--	0.15%
Carnegie Lake Advisors LLC	131.34K	Mar 31, 26	-198	0.15%
Lido Advisors, LLC	116.88K	Mar 31, 26	-354	0.13%
BANK OF AMERICA CORP /DE/	116.07K	Mar 31, 26	+21.46K	0.13%
STATE STREET CORP	107.83K	Mar 31, 26	+7.48K	0.12%
CONFLUENCE INVESTMENT MANAGEMENT LLC	106.85K	Mar 31, 26	-9.36K	0.12%
LPL Financial LLC	103.08K	Mar 31, 26	-59.74K	0.12%
DENALI ADVISORS LLC	96.35K	Mar 31, 26	-781	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	95.39K	Mar 31, 26	-70.73K	0.11%
TT Capital Management LLC	89.75K	Mar 31, 26	-6.20K	0.10%
BALYASNY ASSET MANAGEMENT L.P.	82.74K	Mar 31, 26	+67.85K	0.09%
Trexquant Investment LP	81.39K	Mar 31, 26	+81.39K	0.09%
Squarepoint Ops LLC	78.20K	Mar 31, 26	+29.86K	0.09%
GREEN SQUARE CAPITAL ADVISORS LLC	70.54K	Mar 31, 26	+28.60K	0.08%
WEALTHEDGE INVESTMENT ADVISORS, LLC	68.04K	Mar 31, 26	+56.58K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	65.44K	Mar 31, 26	-1.69K	0.07%
Ronald Blue Trust, Inc.	64.85K	Mar 31, 26	--	0.07%
Virtus Investment Advisers, Inc.	64.58K	Mar 31, 26	+103	0.07%
Texas Capital Bank Wealth Management Services Inc	59.22K	Mar 31, 26	-102.88K	0.07%
NewEdge Advisors, LLC	58.01K	Mar 31, 26	+30.26K	0.07%
Sound Income Strategies, LLC	53.99K	Mar 31, 26	+4.54K	0.06%
AVAII WEALTH MANAGEMENT, LLC	51.17K	Mar 31, 26	+5.59K	0.06%
Invesco Ltd.	50.94K	Mar 31, 26	-4.44K	0.06%
XTX Topco Ltd	50.53K	Mar 31, 26	-85.33K	0.06%
Creative Planning	49.89K	Mar 31, 26	-3.28K	0.06%
Rockefeller Capital Management L.P.	45.97K	Mar 31, 26	+21.28K	0.05%
NORTHERN TRUST CORP	44.05K	Mar 31, 26	-35.51K	0.05%
Cornerstone Advisory, LLC	43.70K	Mar 31, 26	+844	0.05%
BNP PARIBAS ARBITRAGE, SNC	43.11K	Mar 31, 26	-50.31K	0.05%
Equitable Holdings, Inc.	42.16K	Mar 31, 26	+42.16K	0.05%
Brevan Howard Capital Management LP	41.35K	Mar 31, 26	-1.61K	0.05%
NewGen Asset Management Ltd	40.50K	Mar 31, 26	+40.50K	0.05%
Advisors Asset Management, Inc.	39.90K	Mar 31, 26	-1.78K	0.05%
Cresset Asset Management, LLC	39.64K	Mar 31, 26	+10	0.05%
Significant Wealth Partners LLC	38.28K	Mar 31, 26	+38.28K	0.04%
DRW Securities, LLC	38.09K	Mar 31, 26	+38.09K	0.04%
WINTON GROUP Ltd	36.52K	Mar 31, 26	+20.22K	0.04%
Valeo Financial Advisors, LLC	35.83K	Mar 31, 26	+20.29K	0.04%
Toroso Investments, LLC	35.79K	Mar 31, 26	+35.79K	0.04%
AQR CAPITAL MANAGEMENT LLC	35.67K	Mar 31, 26	+1.73K	0.04%
Cartesian Growth Corp	35.21K	Mar 31, 26	--	0.04%
GUGGENHEIM CAPITAL LLC	35.01K	Mar 31, 26	-4.49K	0.04%
Strategic Wealth Partners, Ltd.	33.99K	Mar 31, 26	-300	0.04%
Janney Montgomery Scott LLC	33.57K	Mar 31, 26	-53	0.04%
JACKSON THORNTON ASSET MANAGEMENT, LLC	33.36K	Mar 31, 26	-582	0.04%
Summit Financial, LLC	32.54K	Mar 31, 26	-7.58K	0.04%
Cetera Investment Advisers	30.11K	Mar 31, 26	+706	0.03%
Cerity Partners LLC	29.81K	Mar 31, 26	+29.81K	0.03%
TrueMark Investments, LLC	29.13K	Mar 31, 26	-54.21K	0.03%
BTG Pactual Asset Management US LLC	28.47K	Mar 31, 26	+28.47K	0.03%
MILLENNIUM MANAGEMENT LLC	27.72K	Mar 31, 26	-64.06K	0.03%
Sovran Advisors, LLC	26.38K	Mar 31, 26	-11.97K	0.03%
STIFEL FINANCIAL CORP	26.29K	Mar 31, 26	-9.37K	0.03%
BROWN ADVISORY INC	26.17K	Mar 31, 26	-9.22K	0.03%
Clearstead Advisors, LLC	25.80K	Mar 31, 26	+9.30K	0.03%
Next Level Private LLC	25.72K	Mar 31, 26	+25.72K	0.03%
BLUEFIN CAPITAL MANAGEMENT, LLC	25.50K	Mar 31, 26	-100	0.03%
PFG Investments, LLC	25.21K	Mar 31, 26	+516	0.03%
D. E. Shaw & Co., Inc.	24.71K	Mar 31, 26	+24.71K	0.03%
Mesirow Financial Investment Management, Inc.	24.25K	Mar 31, 26	+24.25K	0.03%
OXFORD ASSET MANAGEMENT LLP	23.84K	Mar 31, 26	+7.96K	0.03%
Aquatic Capital Management LLC	22.68K	Mar 31, 26	-40.01K	0.03%
Mariner, LLC	22.38K	Mar 31, 26	-94.04K	0.03%
Atom Investors LP	21.65K	Mar 31, 26	+21.65K	0.02%
BFSG, LLC	21.39K	Mar 31, 26	+1.85K	0.02%
Generali Investments CEE, investicni spolecnost, a.s.	20.05K	Mar 31, 26	--	0.02%
JPMORGAN CHASE & CO	19.22K	Mar 31, 26	-8.16K	0.02%
SG Americas Securities, LLC	19.10K	Mar 31, 26	-11.41K	0.02%
Sunbeam Capital Management, LLC	19.09K	Mar 31, 26	--	0.02%
Principal Street Partners, LLC	19.06K	Mar 31, 26	-1.82K	0.02%
FAS Wealth Partners, Inc.	18.80K	Mar 31, 26	-1.40K	0.02%
Jackson Hole Capital Partners, LLC	18.65K	Mar 31, 26	--	0.02%
SIMPLEX TRADING, LLC	17.96K	Mar 31, 26	+17.96K	0.02%
ProShare Advisors LLC	17.46K	Mar 31, 26	+536	0.02%
Parallel Advisors, LLC	17.25K	Mar 31, 26	--	0.02%
Essex Financial Services, Inc.	17.02K	Mar 31, 26	+16	0.02%
ENVESTNET ASSET MANAGEMENT INC	16.79K	Mar 31, 26	+3.84K	0.02%
Nilsine Partners, LLC	16.45K	Mar 31, 26	--	0.02%
MQS Management LLC	16.08K	Mar 31, 26	+16.08K	0.02%
CAPTRUST FINANCIAL ADVISORS	15.99K	Mar 31, 26	+87	0.02%
VPR Management LLC	15.76K	Mar 31, 26	+266	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	15.07K	Mar 31, 26	-2.37K	0.02%
nVerses Capital, LLC	14.86K	Mar 31, 26	+14.86K	0.02%
TWO SIGMA SECURITIES, LLC	14.33K	Mar 31, 26	+14.33K	0.02%
IMC-Chicago, LLC	13.77K	Mar 31, 26	+13.77K	0.02%
MIRABELLA FINANCIAL SERVICES LLP	13.30K	Mar 31, 26	+13.30K	0.02%
AREX Capital Management, LP	12.50K	Mar 31, 26	+12.50K	0.01%
First Affirmative Financial Network	12.41K	Mar 31, 26	+12.41K	0.01%
MML INVESTORS SERVICES, LLC	12.38K	Mar 31, 26	-400	0.01%
Moors & Cabot, Inc.	11.93K	Mar 31, 26	--	0.01%
CI Private Wealth, LLC	11.83K	Mar 31, 26	+1.38K	0.01%
Y-Intercept (Hong Kong) Ltd	11.77K	Mar 31, 26	+11.77K	0.01%
HORAN Wealth, LLC	11.76K	Mar 31, 26	--	0.01%
Cambridge Investment Research Advisors, Inc.	11.31K	Mar 31, 26	-6.27K	0.01%
MGO ONE SEVEN LLC	11.15K	Mar 31, 26	-1.76K	0.01%
American Capital Advisory, LLC	10.96K	Mar 31, 26	+375	0.01%
Cohen Capital Management, Inc.	10.83K	Mar 31, 26	+371	0.01%
Black Maple Capital Management LP	10.00K	Mar 31, 26	+10.00K	0.01%
MAI Capital Management	9.26K	Mar 31, 26	-1.00K	0.01%
Close Asset Management Ltd	7.40K	Mar 31, 26	--	0.01%
Register Financial Advisors LLC	5.00K	Mar 31, 26	--	0.01%
Security National Bank	4.61K	Mar 31, 26	--	0.01%
State of Alaska, Department of Revenue	3.93K	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	3.65K	Mar 31, 26	+3.65K	0.00%
Allworth Financial LP	3.42K	Mar 31, 26	-29	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.32K	Mar 31, 26	-4	0.00%
Anchor Investment Management, LLC	3.20K	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.15K	Mar 31, 26	+1.71K	0.00%
Federation des caisses Desjardins du Quebec	3.10K	Mar 31, 26	-440	0.00%
Abound Wealth Management	2.58K	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	2.50K	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	2.00K	Mar 31, 26	+2.00K	0.00%
PFS Partners, LLC	1.94K	Mar 31, 26	--	0.00%
BOKF, NA	1.90K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	1.80K	Mar 31, 26	+1.80K	0.00%
Optiver Holding B.V.	1.46K	Mar 31, 26	--	0.00%
CWM, LLC	1.31K	Mar 31, 26	-48	0.00%
Burk Holdings LLC	1.01K	Mar 31, 26	+1.01K	0.00%
Sunbelt Securities, Inc.	1.00K	Mar 31, 26	-1.63K	0.00%
Geneos Wealth Management Inc.	1.00K	Mar 31, 26	-5.02K	0.00%
Farther Finance Advisors, LLC	772	Mar 31, 26	--	0.00%
Community Bank, N.A.	730	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	700	Mar 31, 26	+40	0.00%
Advisory Services Network, LLC	609	Mar 31, 26	-29.32K	0.00%
McIlrath & Eck, LLC	500	Mar 31, 26	--	0.00%
MRP Capital Investments, LLC	498	Mar 31, 26	-2.14K	0.00%
Atlantic Union Bankshares Corp	456	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	386	Mar 31, 26	+13	0.00%
SIGNATUREFD, LLC	129	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	102	Mar 31, 26	+100	0.00%
ESL Trust Services, LLC	100	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	90	Mar 31, 26	--	0.00%
Caitong International Asset Management Co., Ltd	39	Mar 31, 26	+39	0.00%
Mountain Hill Investment Partners Corp.	35	Mar 31, 26	+1	0.00%
NATIXIS	22	Mar 31, 26	--	0.00%
ASSETMARK, INC	16	Mar 31, 26	-532	0.00%
DANSKE BANK A/S	2	Mar 31, 26	--	0.00%
CITIGROUP INC	1	Mar 31, 26	-29	0.00%
EverSource Wealth Advisors, LLC	1	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	1	Mar 31, 26	--	0.00%
Spire Wealth Management	--	Mar 31, 26	-1.55K	--
Canton Hathaway, LLC	--	Mar 31, 26	-6.37K	--
Point72 Asset Management, L.P.	--	Mar 31, 26	-64.18K	--
Shore Point Advisors, LLC	--	Mar 31, 26	-15.00K	--
Marex Group plc	--	Mar 31, 26	-33.75K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-229.80K	--
Bogart Wealth, LLC	--	Mar 31, 26	-11.71K	--
Wills Financial Group LLC	--	Mar 31, 26	-295.32K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-6.79K	--
CAXTON ASSOCIATES LLP	--	Mar 31, 26	-79.48K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-32.03K	--
Dorsey & Whitney Trust CO LLC	--	Mar 31, 26	-14.12K	--
Cornerstone Wealth Management, LLC	--	Mar 31, 26	-12.75K	--
Quantbot Technologies LP	--	Mar 31, 26	-77.42K	--
NATIONAL BANK OF CANADA /FI/	--	Mar 31, 26	-1.45K	--
GROUP ONE TRADING, L.P.	--	Mar 31, 26	-4.76K	--
Founders Capital Management	--	Mar 31, 26	-1.00K	--
Schonfeld Strategic Advisors LLC	--	Mar 31, 26	-30.77K	--
Gotham Asset Management, LLC	--	Mar 31, 26	-73.97K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-13.60K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-228.99K	--
Neuberger Berman Group LLC	--	Mar 31, 26	-13.70K	--
Chicago Partners Investment Group LLC	--	Mar 31, 26	-16.69K	--
ICON ADVISERS INC/CO	--	Mar 31, 26	-215.00K	--
Garner Asset Management Corp	--	Mar 31, 26	-3.02K	--
Jump Financial, LLC	--	Mar 31, 26	-25.87K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-15.77K	--
Fisher Asset Management, LLC	--	Mar 31, 26	-10.32K	--
Massar Capital Management, LP	--	Mar 31, 26	-28.81K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-1.52K	--
CLEAR STREET MARKETS LLC	--	Mar 31, 26	-380.00K	--
FNY Investment Advisers, LLC	--	Mar 31, 26	-102.60K	--
NOMURA ASSET MANAGEMENT CO LTD	--	Mar 31, 26	-414	--
Sullivan Wood Capital Management LLC	--	Mar 31, 26	-30.45K	--
Empirical Asset Management, LLC	--	Mar 31, 26	-15.97K	--
GABELLI FUNDS LLC	--	Mar 31, 26	-30.00K	--
Bramshill Investments, LLC	--	Mar 31, 26	-43.85K	--
ExodusPoint Capital Management, LP	--	Mar 31, 26	-23.59K	--
TWO SIGMA ADVISERS, LP	204.84K	Dec 31, 25	+21.00K	0.23%
Running Point Capital Advisors, LLC	28.79K	Dec 31, 25	+877	0.03%
COMERICA BANK	3.57K	Dec 31, 25	+261	0.00%
CIBC Private Wealth Group, LLC	2.05K	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	250	Dec 31, 25	+250	0.00%
Global Retirement Partners, LLC	219	Dec 31, 25	+6	0.00%
WOLVERINE TRADING, LLC	26.77K	Sep 30, 25	+26.77K	0.03%
Sonora Investment Management Group, LLC	18.10K	Sep 30, 25	--	0.02%
TEXAS CAPITAL BANCSHARES INC/TX	17.92K	Sep 30, 25	+17.92K	0.02%
Stonegate Investment Group, LLC	15.17K	Sep 30, 25	+800	0.02%
Guerra Advisors Inc	138	Sep 30, 25	+138	0.00%
Northeast Financial Consultants Inc	32.17K	Jun 30, 25	--	0.04%
Atria Wealth Solutions, Inc.	23.19K	Jun 30, 25	+4.33K	0.03%
Lindbrook Capital, LLC	29.82K	Mar 31, 25	+12.81K	0.03%
Horan Capital Advisors, LLC.	11.76K	Mar 31, 25	--	0.01%
Spectrum Wealth Counsel, LLC	75	Mar 31, 25	--	0.00%
Wills Financial Group, Inc.	166.50K	Dec 31, 24	+166.50K	0.19%
CAXTON ASSOCIATES LP	12.05K	Dec 31, 24	--	0.01%
WR Wealth Planners, LLC	169	Dec 31, 24	+137	0.00%
RE Dickinson Investment Advisors, LLC	5	Dec 31, 24	-2.34K	0.00%
RAYMOND JAMES & ASSOCIATES	41.85K	Sep 30, 24	-2.12K	0.05%
TMD Wealth Management, LLC	567.72K	Jun 30, 24	+78.40K	0.64%
BlackRock Inc.	286.29K	Jun 30, 24	+9.56K	0.33%
MCKINLEY CAPITAL MANAGEMENT LLC	163.67K	Jun 30, 24	+466	0.19%
Greenwich Investment Management, Inc.	93.36K	Jun 30, 24	-513.62K	0.11%
CREDIT SUISSE AG/	300.54K	Mar 31, 24	-192.72K	0.34%
Highlander Capital Management, LLC	116.75K	Mar 31, 24	-1.67K	0.13%
Cetera Advisors LLC	50.24K	Mar 31, 24	+37.24K	0.06%
Retirement Group, LLC	580	Mar 31, 24	+470	0.00%
PUTNAM INVESTMENTS LLC	93.80K	Dec 31, 23	+19.21K	0.11%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	201.84K	Sep 30, 23	-1.40K	0.23%
Claybrook Capital, LLC	90.47K	Sep 30, 23	--	0.10%
GOODWIN DANIEL L	15.72K	Sep 30, 23	+2.70K	0.02%
Johnson Midwest Financial, LLC	2.93K	Sep 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	2.55K	Jun 30, 23	--	0.00%
INVESTMENT MANAGEMENT OF VIRGINIA LLC	574.56K	Mar 31, 23	-1.08M	0.65%
True Capital Management	34.61K	Mar 31, 23	-72.50K	0.04%
Ahrens Investment Partners LLC	333	Mar 31, 23	+333	0.00%
Acrisure Capital Management, LLC	--	Mar 31, 23	-42.32K	--
Jenkins Wealth	48.45K	Dec 31, 22	+48.45K	0.05%
ZEKE CAPITAL ADVISORS, LLC	--	Dec 31, 22	-697.25K	--
Kore Private Wealth LLC	51.64K	Sep 30, 22	+24.64K	0.06%
Brown Advisory Securities, LLC	22.58K	Sep 30, 22	-60.91K	0.03%
American Portfolios Advisors	11.45K	Sep 30, 22	--	0.01%
Strategic Asset Management, LLC	1.50K	Sep 30, 22	--	0.00%
Farmer Steven Patrick	91.26K	Jun 30, 22	+91.26K	0.10%
NEXT Financial Group, Inc	--	Dec 31, 21	-1.02K	--
Marshall Wace North America L.P.	52.99K	Sep 30, 21	+52.99K	0.06%
Winslow, Evans & Crocker, Inc.	2.70K	Dec 31, 20	+2.70K	0.00%
Orinda Asset Management LLC	30.00K	Sep 30, 20	-104.70K	0.03%
Leap Investments LP	--	Jun 30, 20	-29.40K	--
Shoals Capital Management LP	--	Mar 31, 20	-1.51M	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	96.85K	Dec 31, 19	+1.47K	0.11%
Advisor Group, Inc.	65.98K	Dec 31, 19	+12.68K	0.07%
SUNTRUST BANKS INC	87.46K	Sep 30, 19	+23.68K	0.10%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	46.82K	Sep 30, 19	+46.82K	0.05%
Laurel Grove Capital, LLC	371.00K	Sep 30, 18	+11.15K	0.42%
CUE ADVISORY SERVICES, INC.	10.00K	Sep 30, 18	--	0.01%
LUCUS ADVISORS LLC	50.05K	Mar 31, 18	-19.60K	0.06%
Hutchin Hill Capital, LP	585.11K	Dec 31, 17	+585.11K	0.66%
Portfolio Strategies Inc	400	Dec 31, 17	+400	0.00%

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Holder

Date

Change

% Held

PRIVATE MANAGEMENT GROUP INC

3.72M

Mar 31, 26

+462.12K

4.22%

MORGAN STANLEY

2.56M

Mar 31, 26

-398.02K

2.91%

BRUNI J V & CO /CO

2.50M

Mar 31, 26

+2.16K

2.84%

ARES MANAGEMENT LLC

2.10M

Mar 31, 26

+166.00K

2.38%

Generali Asset Management SPA SGR

2.09M

Mar 31, 26

2.37%

OAKTREE CAPITAL MANAGEMENT LP

1.85M

Mar 31, 26

2.10%

VAN ECK ASSOCIATES CORP

1.70M

Mar 31, 26

-450.03K

1.93%

CLARET ASSET MANAGEMENT Corp

1.67M

Mar 31, 26

+7.90K

1.89%

UBS Group AG

1.37M

Mar 31, 26

+36.10K

1.56%

RIVERNORTH CAPITAL MANAGEMENT, LLC

1.28M

Mar 31, 26

+12.21K

1.45%

PANORAMIC INVESTMENT ADVISORS, LLC

1.24M

Mar 31, 26

+1.24M

1.41%

Melia Wealth LLC

1.24M

Mar 31, 26

+22.30K

1.41%

Beach Point Capital Management LP

1.11M

Mar 31, 26

+1.11M

1.26%

TWO SIGMA INVESTMENTS, LP

883.26K

Mar 31, 26

+143.18K

1.00%

Russell Investments Group, Ltd.

720.72K

Mar 31, 26

+480.26K

0.82%

Legal & General Group Plc

685.01K

Mar 31, 26

+68.34K

0.78%

ROYAL BANK OF CANADA

479.66K

Mar 31, 26

+18.22K

0.54%

RAYMOND JAMES FINANCIAL INC

424.02K

Mar 31, 26

+26.84K

0.48%

BlackRock, Inc.

341.86K

Mar 31, 26

-88.78K

0.39%

CITADEL ADVISORS LLC

341.62K

Mar 31, 26

+305.92K

0.39%

CASTLEKEEP INVESTMENT ADVISORS LLC

336.59K

Mar 31, 26

+16.09K

0.38%

Muzinich & Co., Inc.

333.56K

Mar 31, 26

+990

0.38%

Sumitomo Mitsui Trust Holdings, Inc.

310.88K

Mar 31, 26

0.35%

HighTower Advisors, LLC

308.19K

Mar 31, 26

+127.01K

0.35%

United Advisor Group, LLC

285.64K

Mar 31, 26

+61.20K

0.32%

Arnhold LLC

282.35K

Mar 31, 26

+72.50K

0.32%

BI Asset Management Fondsmaeglerselskab A/S

240.93K

Mar 31, 26

-16.73K

0.27%

ADVISOR GROUP HOLDINGS, INC.

235.55K

Mar 31, 26

+57.81K

0.27%

WELLS FARGO & COMPANY/MN

231.07K

Mar 31, 26

+61.46K

0.26%

Old Port Advisors

212.29K

Mar 31, 26

+47.42K

0.24%

TORONTO DOMINION BANK

207.00K

Mar 31, 26

0.23%

Colony Group, LLC

199.91K

Mar 31, 26

-15.66K

0.23%

Triad Investment Management

197.33K

Mar 31, 26

-3.52K

0.22%

LOOMIS SAYLES & CO L P

176.67K

Mar 31, 26

0.20%

Michelson Medical Research Foundation, Inc.

170.10K

Mar 31, 26

+170.10K

0.19%

Naviter Wealth, LLC

166.08K

Mar 31, 26

+41.61K

0.19%

Plan Group Financial, LLC

161.01K

Mar 31, 26

+31.05K

0.18%

FIDUCIARY FINANCIAL GROUP, LLC

154.04K

Mar 31, 26

+31.22K

0.17%

CENTAURUS FINANCIAL, INC.

149.81K

Mar 31, 26

+15.94K

0.17%

Independent Advisor Alliance

149.64K

Mar 31, 26

-2.35K

0.17%

LAZARD ASSET MANAGEMENT LLC

143.56K

Mar 31, 26

-4.78K

0.16%

LSV ASSET MANAGEMENT

139.97K

Mar 31, 26

0.16%

Cerberus Capital Management, L.P.

135.00K

Mar 31, 26

+135.00K

0.15%

DnB Asset Management AS

133.42K

Mar 31, 26

0.15%

Carnegie Lake Advisors LLC

131.34K

Mar 31, 26

-198

0.15%

Lido Advisors, LLC

116.88K

Mar 31, 26

-354

0.13%

BANK OF AMERICA CORP /DE/

116.07K

Mar 31, 26

+21.46K

0.13%

STATE STREET CORP

107.83K

Mar 31, 26

+7.48K

0.12%

CONFLUENCE INVESTMENT MANAGEMENT LLC

106.85K

Mar 31, 26

-9.36K

0.12%

LPL Financial LLC

103.08K

Mar 31, 26

-59.74K

0.12%

DENALI ADVISORS LLC

96.35K

Mar 31, 26

-781

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

95.39K

Mar 31, 26

-70.73K

0.11%

TT Capital Management LLC

89.75K

Mar 31, 26

-6.20K

0.10%

BALYASNY ASSET MANAGEMENT L.P.

82.74K

Mar 31, 26

+67.85K

0.09%

Trexquant Investment LP

81.39K

Mar 31, 26

+81.39K

0.09%

Squarepoint Ops LLC

78.20K

Mar 31, 26

+29.86K

0.09%

GREEN SQUARE CAPITAL ADVISORS LLC

70.54K

Mar 31, 26

+28.60K

0.08%

WEALTHEDGE INVESTMENT ADVISORS, LLC

68.04K

Mar 31, 26

+56.58K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

65.44K

Mar 31, 26

-1.69K

0.07%

Ronald Blue Trust, Inc.

64.85K

Mar 31, 26

0.07%

Virtus Investment Advisers, Inc.

64.58K

Mar 31, 26

+103

0.07%

Texas Capital Bank Wealth Management Services Inc

59.22K

Mar 31, 26

-102.88K

0.07%

NewEdge Advisors, LLC

58.01K

Mar 31, 26

+30.26K

0.07%

Sound Income Strategies, LLC

53.99K

Mar 31, 26

+4.54K

0.06%

AVAII WEALTH MANAGEMENT, LLC

51.17K

Mar 31, 26

+5.59K

0.06%

Invesco Ltd.

50.94K

Mar 31, 26

-4.44K

0.06%

XTX Topco Ltd

50.53K

Mar 31, 26

-85.33K

0.06%

Creative Planning

49.89K

Mar 31, 26

-3.28K

0.06%

Rockefeller Capital Management L.P.

45.97K

Mar 31, 26

+21.28K

0.05%

NORTHERN TRUST CORP

44.05K

Mar 31, 26

-35.51K

0.05%

Cornerstone Advisory, LLC

43.70K

Mar 31, 26

+844

0.05%

BNP PARIBAS ARBITRAGE, SNC

43.11K

Mar 31, 26

-50.31K

0.05%

Equitable Holdings, Inc.

42.16K

Mar 31, 26

+42.16K

0.05%

Brevan Howard Capital Management LP

41.35K

Mar 31, 26

-1.61K

0.05%

NewGen Asset Management Ltd

40.50K

Mar 31, 26

+40.50K

0.05%

Advisors Asset Management, Inc.

39.90K

Mar 31, 26

-1.78K

0.05%

Cresset Asset Management, LLC

39.64K

Mar 31, 26

+10

0.05%

Significant Wealth Partners LLC

38.28K

Mar 31, 26

+38.28K

0.04%

DRW Securities, LLC

38.09K

Mar 31, 26

+38.09K

0.04%

WINTON GROUP Ltd

36.52K

Mar 31, 26

+20.22K

0.04%

Valeo Financial Advisors, LLC

35.83K

Mar 31, 26

+20.29K

0.04%

Toroso Investments, LLC

35.79K

Mar 31, 26

+35.79K

0.04%

AQR CAPITAL MANAGEMENT LLC

35.67K

Mar 31, 26

+1.73K

0.04%

Cartesian Growth Corp

35.21K

Mar 31, 26

0.04%

GUGGENHEIM CAPITAL LLC

35.01K

Mar 31, 26

-4.49K

0.04%

Strategic Wealth Partners, Ltd.

33.99K

Mar 31, 26

-300

0.04%

Janney Montgomery Scott LLC

33.57K

Mar 31, 26

-53

0.04%

JACKSON THORNTON ASSET MANAGEMENT, LLC

33.36K

Mar 31, 26

-582

0.04%

Summit Financial, LLC

32.54K

Mar 31, 26

-7.58K

0.04%

Cetera Investment Advisers

30.11K

Mar 31, 26

+706

0.03%

Cerity Partners LLC

29.81K

Mar 31, 26

+29.81K

0.03%

TrueMark Investments, LLC

29.13K

Mar 31, 26

-54.21K

0.03%

BTG Pactual Asset Management US LLC

28.47K

Mar 31, 26

+28.47K

0.03%

MILLENNIUM MANAGEMENT LLC

27.72K

Mar 31, 26

-64.06K

0.03%

Sovran Advisors, LLC

26.38K

Mar 31, 26

-11.97K

0.03%

STIFEL FINANCIAL CORP

26.29K

Mar 31, 26

-9.37K

0.03%

BROWN ADVISORY INC

26.17K

Mar 31, 26

-9.22K

0.03%

Clearstead Advisors, LLC

25.80K

Mar 31, 26

+9.30K

0.03%

Next Level Private LLC

25.72K

Mar 31, 26

+25.72K

0.03%

BLUEFIN CAPITAL MANAGEMENT, LLC

25.50K

Mar 31, 26

-100

0.03%

PFG Investments, LLC

25.21K

Mar 31, 26

+516

0.03%

D. E. Shaw & Co., Inc.

24.71K

Mar 31, 26

+24.71K

0.03%

Mesirow Financial Investment Management, Inc.

24.25K

Mar 31, 26

+24.25K

0.03%

OXFORD ASSET MANAGEMENT LLP

23.84K

Mar 31, 26

+7.96K

0.03%

Aquatic Capital Management LLC

22.68K

Mar 31, 26

-40.01K

0.03%

Mariner, LLC

22.38K

Mar 31, 26

-94.04K

0.03%

Atom Investors LP

21.65K

Mar 31, 26

+21.65K

0.02%

BFSG, LLC

21.39K

Mar 31, 26

+1.85K

0.02%

Generali Investments CEE, investicni spolecnost, a.s.

20.05K

Mar 31, 26

0.02%

JPMORGAN CHASE & CO

19.22K

Mar 31, 26

-8.16K

0.02%

SG Americas Securities, LLC

19.10K

Mar 31, 26

-11.41K

0.02%

Sunbeam Capital Management, LLC

19.09K

Mar 31, 26

0.02%

Principal Street Partners, LLC

19.06K

Mar 31, 26

-1.82K

0.02%

FAS Wealth Partners, Inc.

18.80K

Mar 31, 26

-1.40K

0.02%

Jackson Hole Capital Partners, LLC

18.65K

Mar 31, 26

0.02%

SIMPLEX TRADING, LLC

17.96K

Mar 31, 26

+17.96K

0.02%

ProShare Advisors LLC

17.46K

Mar 31, 26

+536

0.02%

Parallel Advisors, LLC

17.25K

Mar 31, 26

0.02%

Essex Financial Services, Inc.

17.02K

Mar 31, 26

+16

0.02%

ENVESTNET ASSET MANAGEMENT INC

16.79K

Mar 31, 26

+3.84K

0.02%

Nilsine Partners, LLC

16.45K

Mar 31, 26

0.02%

MQS Management LLC

16.08K

Mar 31, 26

+16.08K

0.02%

CAPTRUST FINANCIAL ADVISORS

15.99K

Mar 31, 26

+87

0.02%

VPR Management LLC

15.76K

Mar 31, 26

+266

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

15.07K

Mar 31, 26

-2.37K

0.02%

nVerses Capital, LLC

14.86K

Mar 31, 26

+14.86K

0.02%

TWO SIGMA SECURITIES, LLC

14.33K

Mar 31, 26

+14.33K

0.02%

IMC-Chicago, LLC

13.77K

Mar 31, 26

+13.77K

0.02%

MIRABELLA FINANCIAL SERVICES LLP

13.30K

Mar 31, 26

+13.30K

0.02%

AREX Capital Management, LP

12.50K

Mar 31, 26

+12.50K

0.01%

First Affirmative Financial Network

12.41K

Mar 31, 26

+12.41K

0.01%

MML INVESTORS SERVICES, LLC

12.38K

Mar 31, 26

-400

0.01%

Moors & Cabot, Inc.

11.93K

Mar 31, 26

0.01%

CI Private Wealth, LLC

11.83K

Mar 31, 26

+1.38K

0.01%

Y-Intercept (Hong Kong) Ltd

11.77K

Mar 31, 26

+11.77K

0.01%

HORAN Wealth, LLC

11.76K

Mar 31, 26

0.01%

Cambridge Investment Research Advisors, Inc.

11.31K

Mar 31, 26

-6.27K

0.01%

MGO ONE SEVEN LLC

11.15K

Mar 31, 26

-1.76K

0.01%

American Capital Advisory, LLC

10.96K

Mar 31, 26

+375

0.01%

Cohen Capital Management, Inc.

10.83K

Mar 31, 26

+371

0.01%

Black Maple Capital Management LP

10.00K

Mar 31, 26

+10.00K

0.01%

MAI Capital Management

9.26K

Mar 31, 26

-1.00K

0.01%

Close Asset Management Ltd

7.40K

Mar 31, 26

0.01%

5.00K

Mar 31, 26

0.01%

Security National Bank

4.61K

Mar 31, 26

0.01%

State of Alaska, Department of Revenue

3.93K

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

3.65K

Mar 31, 26

+3.65K

0.00%

Allworth Financial LP

3.42K

Mar 31, 26

-29

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.32K

Mar 31, 26

-4

0.00%

Anchor Investment Management, LLC

3.20K

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.15K

Mar 31, 26

+1.71K

0.00%

Federation des caisses Desjardins du Quebec

3.10K

Mar 31, 26

-440

0.00%

Abound Wealth Management

2.58K

Mar 31, 26

0.00%

MTM Investment Management, LLC

2.50K

Mar 31, 26

0.00%

CENTRAL TRUST Co

2.00K

Mar 31, 26

+2.00K

0.00%

PFS Partners, LLC

1.94K

Mar 31, 26

0.00%

BOKF, NA

1.90K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

1.80K

Mar 31, 26

+1.80K

0.00%

Optiver Holding B.V.

1.46K

Mar 31, 26

0.00%

CWM, LLC

1.31K

Mar 31, 26

-48

0.00%

Burk Holdings LLC

1.01K

Mar 31, 26

+1.01K

0.00%

Sunbelt Securities, Inc.

1.00K

Mar 31, 26

-1.63K

0.00%

Geneos Wealth Management Inc.

1.00K

Mar 31, 26

-5.02K

0.00%

Farther Finance Advisors, LLC

772

Mar 31, 26

0.00%

Community Bank, N.A.

730

Mar 31, 26

0.00%

North Star Investment Management Corp.

700

Mar 31, 26

+40

0.00%

Advisory Services Network, LLC

609

Mar 31, 26

-29.32K

0.00%

McIlrath & Eck, LLC

500

Mar 31, 26

0.00%

MRP Capital Investments, LLC

498

Mar 31, 26

-2.14K

0.00%

Atlantic Union Bankshares Corp

456

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

386

Mar 31, 26

+13

0.00%

SIGNATUREFD, LLC

129

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

102

Mar 31, 26

+100

0.00%

ESL Trust Services, LLC

100

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

Mar 31, 26

0.00%

Caitong International Asset Management Co., Ltd

Mar 31, 26

+39

0.00%

Mountain Hill Investment Partners Corp.

Mar 31, 26

0.00%

NATIXIS

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

-532

0.00%

DANSKE BANK A/S

Mar 31, 26

0.00%

CITIGROUP INC

Mar 31, 26

-29

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

Mar 31, 26

0.00%

Spire Wealth Management

Mar 31, 26

-1.55K

Canton Hathaway, LLC

Mar 31, 26

-6.37K

Point72 Asset Management, L.P.

Mar 31, 26

-64.18K

Shore Point Advisors, LLC

Mar 31, 26

-15.00K

Marex Group plc

Mar 31, 26

-33.75K

JANE STREET GROUP, LLC

Mar 31, 26

-229.80K

Bogart Wealth, LLC

Mar 31, 26

-11.71K

Wills Financial Group LLC

Mar 31, 26

-295.32K

Kestra Advisory Services, LLC

Mar 31, 26

-6.79K

CAXTON ASSOCIATES LLP

Mar 31, 26

-79.48K

SRS Capital Advisors, Inc.

Mar 31, 26

-32.03K

Dorsey & Whitney Trust CO LLC

Mar 31, 26

-14.12K

Cornerstone Wealth Management, LLC

Mar 31, 26

-12.75K

Quantbot Technologies LP

Mar 31, 26

-77.42K

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

-1.45K

GROUP ONE TRADING, L.P.

Mar 31, 26

-4.76K

Founders Capital Management

Mar 31, 26

-1.00K

Schonfeld Strategic Advisors LLC

Mar 31, 26

-30.77K

Gotham Asset Management, LLC

Mar 31, 26

-73.97K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-13.60K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-228.99K

Neuberger Berman Group LLC

Mar 31, 26

-13.70K

Chicago Partners Investment Group LLC

Mar 31, 26

-16.69K

ICON ADVISERS INC/CO

Mar 31, 26

-215.00K

Garner Asset Management Corp

Mar 31, 26

-3.02K

Jump Financial, LLC

Mar 31, 26

-25.87K

Arete Wealth Advisors, LLC

Mar 31, 26

-15.77K

Fisher Asset Management, LLC

Mar 31, 26

-10.32K

Massar Capital Management, LP

Mar 31, 26

-28.81K

Tower Research Capital LLC (TRC)

Mar 31, 26

-1.52K

CLEAR STREET MARKETS LLC

Mar 31, 26

-380.00K

FNY Investment Advisers, LLC

Mar 31, 26

-102.60K

NOMURA ASSET MANAGEMENT CO LTD

Mar 31, 26

-414

Sullivan Wood Capital Management LLC

Mar 31, 26

-30.45K

Empirical Asset Management, LLC

Mar 31, 26

-15.97K

GABELLI FUNDS LLC

Mar 31, 26

-30.00K

Bramshill Investments, LLC

Mar 31, 26

-43.85K

ExodusPoint Capital Management, LP

Mar 31, 26

-23.59K

TWO SIGMA ADVISERS, LP

204.84K

Dec 31, 25

+21.00K

0.23%

Running Point Capital Advisors, LLC

28.79K

Dec 31, 25

+877

0.03%

COMERICA BANK

3.57K

Dec 31, 25

+261

0.00%

CIBC Private Wealth Group, LLC

2.05K

Dec 31, 25

0.00%

Motiv8 Investments LLC

250

Dec 31, 25

+250

0.00%

Global Retirement Partners, LLC

219

Dec 31, 25

0.00%

WOLVERINE TRADING, LLC

26.77K

Sep 30, 25

+26.77K

0.03%

Sonora Investment Management Group, LLC

18.10K

Sep 30, 25

0.02%

TEXAS CAPITAL BANCSHARES INC/TX

17.92K

Sep 30, 25

+17.92K

0.02%

Stonegate Investment Group, LLC

15.17K

Sep 30, 25

+800

0.02%

Guerra Advisors Inc

138

Sep 30, 25

+138

0.00%

Northeast Financial Consultants Inc

32.17K

Jun 30, 25

0.04%

Atria Wealth Solutions, Inc.

23.19K

Jun 30, 25

+4.33K

0.03%

Lindbrook Capital, LLC

29.82K

Mar 31, 25

+12.81K

0.03%

Horan Capital Advisors, LLC.

11.76K

Mar 31, 25

0.01%

Spectrum Wealth Counsel, LLC

Mar 31, 25

0.00%

Wills Financial Group, Inc.

166.50K

Dec 31, 24

+166.50K

0.19%

CAXTON ASSOCIATES LP

12.05K

Dec 31, 24

0.01%

WR Wealth Planners, LLC

169

Dec 31, 24

+137

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

-2.34K

0.00%

RAYMOND JAMES & ASSOCIATES

41.85K

Sep 30, 24

-2.12K

0.05%

TMD Wealth Management, LLC

567.72K

Jun 30, 24

+78.40K

0.64%

BlackRock Inc.

286.29K

Jun 30, 24

+9.56K

0.33%

MCKINLEY CAPITAL MANAGEMENT LLC

163.67K

Jun 30, 24

+466

0.19%

Greenwich Investment Management, Inc.

93.36K

Jun 30, 24

-513.62K

0.11%

CREDIT SUISSE AG/

300.54K

Mar 31, 24

-192.72K

0.34%

Highlander Capital Management, LLC

116.75K

Mar 31, 24

-1.67K

0.13%

Cetera Advisors LLC

50.24K

Mar 31, 24

+37.24K

0.06%

Retirement Group, LLC

580

Mar 31, 24

+470

0.00%

PUTNAM INVESTMENTS LLC

93.80K

Dec 31, 23

+19.21K

0.11%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

201.84K

Sep 30, 23

-1.40K

0.23%

Claybrook Capital, LLC

90.47K

Sep 30, 23

0.10%

GOODWIN DANIEL L

15.72K

Sep 30, 23

+2.70K

0.02%

Johnson Midwest Financial, LLC

2.93K

Sep 30, 23

0.00%

Kistler-Tiffany Companies, LLC

2.55K

Jun 30, 23

0.00%

INVESTMENT MANAGEMENT OF VIRGINIA LLC

574.56K

Mar 31, 23

-1.08M

0.65%

True Capital Management

34.61K

Mar 31, 23

-72.50K

0.04%

Ahrens Investment Partners LLC

333

Mar 31, 23

+333

0.00%

Acrisure Capital Management, LLC

Mar 31, 23

-42.32K

Jenkins Wealth

48.45K

Dec 31, 22

+48.45K

0.05%

ZEKE CAPITAL ADVISORS, LLC

Dec 31, 22

-697.25K

Kore Private Wealth LLC

51.64K

Sep 30, 22

+24.64K

0.06%

Brown Advisory Securities, LLC

22.58K

Sep 30, 22

-60.91K

0.03%

American Portfolios Advisors

11.45K

Sep 30, 22

0.01%

Strategic Asset Management, LLC

1.50K

Sep 30, 22

0.00%

Farmer Steven Patrick

91.26K

Jun 30, 22

+91.26K

0.10%

NEXT Financial Group, Inc

Dec 31, 21

-1.02K

Marshall Wace North America L.P.

52.99K

Sep 30, 21

+52.99K

0.06%

Winslow, Evans & Crocker, Inc.

2.70K

Dec 31, 20

+2.70K

0.00%

Orinda Asset Management LLC

30.00K

Sep 30, 20

-104.70K

0.03%

Leap Investments LP

Jun 30, 20

-29.40K

Shoals Capital Management LP

Mar 31, 20

-1.51M

LADENBURG THALMANN FINANCIAL SERVICES INC.

96.85K

Dec 31, 19

+1.47K

0.11%

Advisor Group, Inc.

65.98K

Dec 31, 19

+12.68K

0.07%

SUNTRUST BANKS INC

87.46K

Sep 30, 19

+23.68K

0.10%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

46.82K

Sep 30, 19

+46.82K

0.05%

Laurel Grove Capital, LLC

371.00K

Sep 30, 18

+11.15K

0.42%

CUE ADVISORY SERVICES, INC.

10.00K

Sep 30, 18

0.01%

LUCUS ADVISORS LLC

50.05K

Mar 31, 18

-19.60K

0.06%

Hutchin Hill Capital, LP

585.11K

Dec 31, 17

+585.11K

0.66%

Portfolio Strategies Inc

400

Dec 31, 17

+400

0.00%