OCSL(OCSL)
OCSL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Beach Point Capital Management LP | 1.11M | Mar 31, 26 | +1.11M | 1.26% |
| Triad Investment Management | 599.04K | Mar 31, 26 | +398.18K | 0.68% |
| Muzinich & Co., Inc. | 333.56K | Mar 31, 26 | +990 | 0.38% |
| Sumitomo Mitsui Trust Holdings, Inc. | 310.88K | Mar 31, 26 | -- | 0.35% |
| United Advisor Group, LLC | 285.64K | Mar 31, 26 | +61.20K | 0.32% |
| BI Asset Management Fondsmaeglerselskab A/S | 240.93K | Mar 31, 26 | -16.73K | 0.27% |
| Old Port Advisors | 212.29K | Mar 31, 26 | +47.42K | 0.24% |
| 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% |
| Carnegie Lake Advisors LLC | 131.34K | Mar 31, 26 | -198 | 0.15% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 106.85K | Mar 31, 26 | -9.36K | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 65.44K | Mar 31, 26 | -1.69K | 0.07% |
| Ronald Blue Trust, Inc. | 64.85K | Mar 31, 26 | -- | 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% |
| Significant Wealth Partners LLC | 38.28K | Mar 31, 26 | +38.28K | 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% |
| TrueMark Investments, LLC | 29.13K | Mar 31, 26 | -54.21K | 0.03% |
| Sovran Advisors, LLC | 26.38K | Mar 31, 26 | -11.97K | 0.03% |
| Next Level Private LLC | 25.72K | Mar 31, 26 | +25.72K | 0.03% |
| PFG Investments, LLC | 25.21K | Mar 31, 26 | +516 | 0.03% |
| Mesirow Financial Investment Management, Inc. | 24.25K | Mar 31, 26 | +24.25K | 0.03% |
| 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% |
| SG Americas Securities, LLC | 19.10K | Mar 31, 26 | -11.41K | 0.02% |
| Sunbeam Capital Management, LLC | 19.09K | Mar 31, 26 | -- | 0.02% |
| ProShare Advisors LLC | 17.46K | Mar 31, 26 | +536 | 0.02% |
| Essex Financial Services, Inc. | 17.02K | Mar 31, 26 | +16 | 0.02% |
| Nilsine Partners, LLC | 16.45K | Mar 31, 26 | -- | 0.02% |
| MQS Management LLC | 16.08K | Mar 31, 26 | +16.08K | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | 15.07K | Mar 31, 26 | -2.37K | 0.02% |
| Y-Intercept (Hong Kong) Ltd | 11.77K | Mar 31, 26 | +11.77K | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 11.31K | Mar 31, 26 | -6.27K | 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% |
| 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% |
| 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% |
| Abound Wealth Management | 2.58K | 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% |
| PRIVATE TRUST CO NA | 1.80K | Mar 31, 26 | +1.80K | 0.00% |
| Farther Finance Advisors, LLC | 772 | Mar 31, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 700 | Mar 31, 26 | +40 | 0.00% |
| SIGNATUREFD, LLC | 129 | Mar 31, 26 | -- | 0.00% |
| Mountain Hill Investment Partners Corp. | 35 | Mar 31, 26 | +1 | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | -- | Mar 31, 26 | -228.99K | -- |
| FNY Investment Advisers, LLC | -- | Mar 31, 26 | -102.60K | -- |
| Bogart Wealth, LLC | -- | Mar 31, 26 | -11.71K | -- |
| Spire Wealth Management | -- | Mar 31, 26 | -1.55K | -- |
| CLEAR STREET MARKETS LLC | -- | Mar 31, 26 | -380.00K | -- |
| Founders Capital Management | -- | Mar 31, 26 | -1.00K | -- |
| Garner Asset Management Corp | -- | Mar 31, 26 | -3.02K | -- |
| Cornerstone Wealth Management, LLC | -- | Mar 31, 26 | -12.75K | -- |
| Shore Point Advisors, LLC | -- | Mar 31, 26 | -15.00K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -6.79K | -- |
| Canton Hathaway, LLC | -- | Mar 31, 26 | -6.37K | -- |
| PRIVATE MANAGEMENT GROUP INC | 3.26M | Dec 31, 25 | +245.21K | 3.70% |
| MORGAN STANLEY | 2.96M | Dec 31, 25 | -39.08K | 3.36% |
| BRUNI J V & CO /CO | 2.50M | Dec 31, 25 | +8.69K | 2.83% |
| VAN ECK ASSOCIATES CORP | 2.15M | Dec 31, 25 | -19.65K | 2.44% |
| Generali Asset Management SPA SGR | 2.09M | Dec 31, 25 | -- | 2.37% |
| ARES MANAGEMENT LLC | 1.93M | Dec 31, 25 | -12.00K | 2.19% |
| OAKTREE CAPITAL MANAGEMENT LP | 1.85M | Dec 31, 25 | -- | 2.10% |
| CLARET ASSET MANAGEMENT Corp | 1.66M | Dec 31, 25 | -32.64K | 1.89% |
| UBS Group AG | 1.33M | Dec 31, 25 | +429.30K | 1.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.27M | Dec 31, 25 | -52.98K | 1.44% |
| Melia Wealth LLC | 1.22M | Dec 31, 25 | +2.96K | 1.38% |
| TWO SIGMA INVESTMENTS, LP | 740.08K | Dec 31, 25 | +351.93K | 0.84% |
| Legal & General Group Plc | 616.68K | Dec 31, 25 | +83.83K | 0.70% |
| ROYAL BANK OF CANADA | 461.44K | Dec 31, 25 | -46.70K | 0.52% |
| BlackRock, Inc. | 430.64K | Dec 31, 25 | -5.45K | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 397.19K | Dec 31, 25 | +323.04K | 0.45% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 320.50K | Dec 31, 25 | -11.85K | 0.36% |
| Wills Financial Group LLC | 295.32K | Dec 31, 25 | +62.59K | 0.34% |
| Russell Investments Group, Ltd. | 240.46K | Dec 31, 25 | +240.46K | 0.27% |
| JANE STREET GROUP, LLC | 229.80K | Dec 31, 25 | +177.94K | 0.26% |
| Colony Group, LLC | 215.57K | Dec 31, 25 | +215.57K | 0.24% |
| ICON ADVISERS INC/CO | 215.00K | Dec 31, 25 | +154.77K | 0.24% |
| Arnhold LLC | 209.84K | Dec 31, 25 | +30.00K | 0.24% |
| TORONTO DOMINION BANK | 207.00K | Dec 31, 25 | +207.00K | 0.23% |
| TWO SIGMA ADVISERS, LP | 204.84K | Dec 31, 25 | +21.00K | 0.23% |
| HighTower Advisors, LLC | 181.17K | Dec 31, 25 | -86.73K | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 177.74K | Dec 31, 25 | -47.48K | 0.20% |
| LOOMIS SAYLES & CO L P | 176.67K | Dec 31, 25 | -- | 0.20% |
| WELLS FARGO & COMPANY/MN | 169.61K | Dec 31, 25 | -65.91K | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 166.12K | Dec 31, 25 | -57.60K | 0.19% |
| LPL Financial LLC | 162.82K | Dec 31, 25 | -7.44K | 0.18% |
| Texas Capital Bank Wealth Management Services Inc | 162.10K | Dec 31, 25 | -34.82K | 0.18% |
| Independent Advisor Alliance | 151.99K | Dec 31, 25 | -12.26K | 0.17% |
| LAZARD ASSET MANAGEMENT LLC | 148.34K | Dec 31, 25 | +46.74K | 0.17% |
| LSV ASSET MANAGEMENT | 139.97K | Dec 31, 25 | -8.80K | 0.16% |
| XTX Topco Ltd | 135.87K | Dec 31, 25 | +124.17K | 0.15% |
| CENTAURUS FINANCIAL, INC. | 133.87K | Dec 31, 25 | +94.53K | 0.15% |
| DnB Asset Management AS | 133.42K | Dec 31, 25 | -8.85K | 0.15% |
| Lido Advisors, LLC | 117.23K | Dec 31, 25 | +1.72K | 0.13% |
| Mariner, LLC | 116.42K | Dec 31, 25 | +13.93K | 0.13% |
| STATE STREET CORP | 100.35K | Dec 31, 25 | +19.37K | 0.11% |
| DENALI ADVISORS LLC | 97.13K | Dec 31, 25 | -14.95K | 0.11% |
| TT Capital Management LLC | 95.94K | Dec 31, 25 | -11.98K | 0.11% |
| BANK OF AMERICA CORP /DE/ | 94.60K | Dec 31, 25 | -110.32K | 0.11% |
| BNP PARIBAS ARBITRAGE, SNC | 93.42K | Dec 31, 25 | +86.02K | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 91.78K | Dec 31, 25 | +65.20K | 0.10% |
| NORTHERN TRUST CORP | 79.56K | Dec 31, 25 | -4.75K | 0.09% |
| CAXTON ASSOCIATES LLP | 79.48K | Dec 31, 25 | +15.68K | 0.09% |
| Quantbot Technologies LP | 77.42K | Dec 31, 25 | +77.42K | 0.09% |
| Gotham Asset Management, LLC | 73.97K | Dec 31, 25 | +73.97K | 0.08% |
| Virtus Investment Advisers, Inc. | 64.48K | Dec 31, 25 | -14.92K | 0.07% |
| Point72 Asset Management, L.P. | 64.18K | Dec 31, 25 | +64.18K | 0.07% |
| Aquatic Capital Management LLC | 62.69K | Dec 31, 25 | +8.62K | 0.07% |
| Invesco Ltd. | 55.38K | Dec 31, 25 | -831.47K | 0.06% |
| Creative Planning | 53.17K | Dec 31, 25 | +2.25K | 0.06% |
| Squarepoint Ops LLC | 48.34K | Dec 31, 25 | +48.34K | 0.05% |
| Bramshill Investments, LLC | 43.85K | Dec 31, 25 | +288 | 0.05% |
| Brevan Howard Capital Management LP | 42.96K | Dec 31, 25 | +10.81K | 0.05% |
| Cornerstone Advisory, LLC | 42.86K | Dec 31, 25 | -9.78K | 0.05% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 41.94K | Dec 31, 25 | +41.94K | 0.05% |
| Advisors Asset Management, Inc. | 41.68K | Dec 31, 25 | -61.84K | 0.05% |
| Summit Financial, LLC | 40.12K | Dec 31, 25 | -897 | 0.05% |
| Cresset Asset Management, LLC | 39.63K | Dec 31, 25 | +9 | 0.04% |
| GUGGENHEIM CAPITAL LLC | 39.50K | Dec 31, 25 | +3.31K | 0.04% |
| CITADEL ADVISORS LLC | 35.70K | Dec 31, 25 | +2.89K | 0.04% |
| STIFEL FINANCIAL CORP | 35.66K | Dec 31, 25 | -6.69K | 0.04% |
| BROWN ADVISORY INC | 35.39K | Dec 31, 25 | -18.63K | 0.04% |
| Cartesian Growth Corp | 35.21K | Dec 31, 25 | -16.43K | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 33.94K | Dec 31, 25 | -886 | 0.04% |
| Marex Group plc | 33.75K | Dec 31, 25 | +33.75K | 0.04% |
| SRS Capital Advisors, Inc. | 32.03K | Dec 31, 25 | +32.03K | 0.04% |
| Schonfeld Strategic Advisors LLC | 30.77K | Dec 31, 25 | -15.80K | 0.03% |
| Sullivan Wood Capital Management LLC | 30.45K | Dec 31, 25 | +19.70K | 0.03% |
| GABELLI FUNDS LLC | 30.00K | Dec 31, 25 | -145.00K | 0.03% |
| Advisory Services Network, LLC | 29.93K | Dec 31, 25 | -4.96K | 0.03% |
| Cetera Investment Advisers | 29.40K | Dec 31, 25 | +162 | 0.03% |
| Massar Capital Management, LP | 28.81K | Dec 31, 25 | +28.81K | 0.03% |
| Running Point Capital Advisors, LLC | 28.79K | Dec 31, 25 | +877 | 0.03% |
| NewEdge Advisors, LLC | 27.75K | Dec 31, 25 | +12.96K | 0.03% |
| JPMORGAN CHASE & CO | 27.38K | Dec 31, 25 | +16 | 0.03% |
| Jump Financial, LLC | 25.87K | Dec 31, 25 | +25.87K | 0.03% |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 25.60K | Dec 31, 25 | +25.60K | 0.03% |
| Rockefeller Capital Management L.P. | 24.69K | Dec 31, 25 | -1.17K | 0.03% |
| ExodusPoint Capital Management, LP | 23.59K | Dec 31, 25 | +23.59K | 0.03% |
| Principal Street Partners, LLC | 20.89K | Dec 31, 25 | -4.21K | 0.02% |
| FAS Wealth Partners, Inc. | 20.20K | Dec 31, 25 | -- | 0.02% |
| Jackson Hole Capital Partners, LLC | 18.65K | Dec 31, 25 | -- | 0.02% |
| Parallel Advisors, LLC | 17.25K | Dec 31, 25 | -48 | 0.02% |
| Chicago Partners Investment Group LLC | 16.69K | Dec 31, 25 | -472 | 0.02% |
| Clearstead Advisors, LLC | 16.50K | Dec 31, 25 | -1.16K | 0.02% |
| WINTON GROUP Ltd | 16.30K | Dec 31, 25 | +16.30K | 0.02% |
| Empirical Asset Management, LLC | 15.97K | Dec 31, 25 | -- | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 15.91K | Dec 31, 25 | +15.91K | 0.02% |
| OXFORD ASSET MANAGEMENT LLP | 15.88K | Dec 31, 25 | +15.88K | 0.02% |
| Arete Wealth Advisors, LLC | 15.77K | Dec 31, 25 | +56 | 0.02% |
| Valeo Financial Advisors, LLC | 15.55K | Dec 31, 25 | +15.55K | 0.02% |
| VPR Management LLC | 15.49K | Dec 31, 25 | +7.25K | 0.02% |
| BALYASNY ASSET MANAGEMENT L.P. | 14.89K | Dec 31, 25 | +14.89K | 0.02% |
| Dorsey & Whitney Trust CO LLC | 14.12K | Dec 31, 25 | +14.12K | 0.02% |
| Neuberger Berman Group LLC | 13.70K | Dec 31, 25 | -1.58K | 0.02% |
| GOLDMAN SACHS GROUP INC | 13.60K | Dec 31, 25 | -24.35K | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 12.95K | Dec 31, 25 | +1.29K | 0.01% |
| MGO ONE SEVEN LLC | 12.91K | Dec 31, 25 | +12.91K | 0.01% |
| MML INVESTORS SERVICES, LLC | 12.78K | Dec 31, 25 | -250 | 0.01% |
| Moors & Cabot, Inc. | 11.93K | Dec 31, 25 | -485 | 0.01% |
| HORAN Wealth, LLC | 11.76K | Dec 31, 25 | -- | 0.01% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 11.46K | Dec 31, 25 | -59.58K | 0.01% |
| CI Private Wealth, LLC | 10.45K | Dec 31, 25 | -21.80K | 0.01% |
| Fisher Asset Management, LLC | 10.32K | Dec 31, 25 | +10.32K | 0.01% |
| MAI Capital Management | 10.26K | Dec 31, 25 | +5.80K | 0.01% |
| Close Asset Management Ltd | 7.40K | Dec 31, 25 | -- | 0.01% |
| Geneos Wealth Management Inc. | 6.02K | Dec 31, 25 | +76 | 0.01% |
| GROUP ONE TRADING, L.P. | 4.76K | Dec 31, 25 | -28.87K | 0.01% |
| COMERICA BANK | 3.57K | Dec 31, 25 | +261 | 0.00% |
| Federation des caisses Desjardins du Quebec | 3.54K | Dec 31, 25 | -576 | 0.00% |
| Allworth Financial LP | 3.45K | Dec 31, 25 | +32 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.33K | Dec 31, 25 | +3.33K | 0.00% |
| Anchor Investment Management, LLC | 3.20K | Dec 31, 25 | -- | 0.00% |
| MRP Capital Investments, LLC | 2.64K | Dec 31, 25 | -8.05K | 0.00% |
| Sunbelt Securities, Inc. | 2.63K | Dec 31, 25 | -773 | 0.00% |
| MTM Investment Management, LLC | 2.50K | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 2.05K | Dec 31, 25 | -- | 0.00% |
| BOKF, NA | 1.90K | Dec 31, 25 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 1.52K | Dec 31, 25 | +1.52K | 0.00% |
| Optiver Holding B.V. | 1.46K | Dec 31, 25 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 1.45K | Dec 31, 25 | -251 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.44K | Dec 31, 25 | +1.44K | 0.00% |
| CWM, LLC | 1.36K | Dec 31, 25 | +877 | 0.00% |
| Community Bank, N.A. | 730 | Dec 31, 25 | -- | 0.00% |
| ASSETMARK, INC | 548 | Dec 31, 25 | -- | 0.00% |
| McIlrath & Eck, LLC | 500 | Dec 31, 25 | +500 | 0.00% |
| Atlantic Union Bankshares Corp | 456 | Dec 31, 25 | -- | 0.00% |
| NOMURA ASSET MANAGEMENT CO LTD | 414 | Dec 31, 25 | -2.98K | 0.00% |
| AMERIFLEX GROUP, INC. | 373 | Dec 31, 25 | -349 | 0.00% |
| Motiv8 Investments LLC | 250 | Dec 31, 25 | +250 | 0.00% |
| Global Retirement Partners, LLC | 219 | Dec 31, 25 | +6 | 0.00% |
| ESL Trust Services, LLC | 100 | Dec 31, 25 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 90 | Dec 31, 25 | +90 | 0.00% |
| CITIGROUP INC | 30 | Dec 31, 25 | +30 | 0.00% |
| NATIXIS | 22 | Dec 31, 25 | -- | 0.00% |
| DANSKE BANK A/S | 2 | Dec 31, 25 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 2 | Dec 31, 25 | +2 | 0.00% |
| EverSource Wealth Advisors, LLC | 1 | Dec 31, 25 | -519 | 0.00% |
| TD Waterhouse Canada Inc. | 1 | Dec 31, 25 | -- | 0.00% |
| FIRST FOUNDATION ADVISORS | -- | Dec 31, 25 | -10.56K | -- |
| SIMPLEX TRADING, LLC | -- | Dec 31, 25 | -59.93K | -- |
| Trexquant Investment LP | -- | Dec 31, 25 | -236.28K | -- |
| Quarry LP | -- | Dec 31, 25 | -10 | -- |
| Kovitz Investment Group Partners, LLC | -- | Dec 31, 25 | -178.38K | -- |
| HARBOUR INVESTMENTS, INC. | -- | Dec 31, 25 | -3.09K | -- |
| Archer Investment Corp | -- | Dec 31, 25 | -60 | -- |
| D. E. Shaw & Co., Inc. | -- | Dec 31, 25 | -43.59K | -- |
| KBC Group NV | -- | Dec 31, 25 | -17.21K | -- |
| Newbridge Financial Services Group, Inc. | -- | Dec 31, 25 | -500 | -- |
| US BANCORP \DE\ | -- | Dec 31, 25 | -91 | -- |
| Nordwand Advisors, LLC | -- | Dec 31, 25 | -39.78K | -- |
| MARSHALL WACE, LLP | -- | Dec 31, 25 | -54.15K | -- |
| FOX RUN MANAGEMENT, L.L.C. | -- | Dec 31, 25 | -19.81K | -- |
| REDW Wealth LLC | -- | Dec 31, 25 | -20.00K | -- |
| Hennion & Walsh Asset Management, Inc. | -- | Dec 31, 25 | -55.20K | -- |
| BARCLAYS PLC | -- | Dec 31, 25 | -105.77K | -- |
| Verition Fund Management LLC | -- | Dec 31, 25 | -18.52K | -- |
| Kensington Investment Counsel, LLC | -- | Dec 31, 25 | -11.55K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -2.13K | -- |
| Strategic Wealth Partners, Ltd. | 38.19K | Sep 30, 25 | +700 | 0.04% |
| 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% |