Adams Natural Resources Fund Inc.(PEO)

$27.79—

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Adams Natural Resources Fund Inc.(PEO)

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$27.79—

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PEO(PEO)

PEO

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Institutional Ownership

Top 149 Institutional Holders

Holder	Shares	Date	Change	% Held
ADAMS DIVERSIFIED EQUITY FUND, INC.	2.67M	Jun 30, 26	+51.55K	9.72%
Saba Capital Management, L.P.	2.27M	Jun 30, 26	+6.63K	8.25%
MORGAN STANLEY	1.45M	Jun 30, 26	+175.41K	5.27%
LAZARD ASSET MANAGEMENT LLC	507.97K	Jun 30, 26	+967	1.85%
ROYAL BANK OF CANADA	428.28K	Jun 30, 26	+1.56K	1.56%
RAYMOND JAMES FINANCIAL INC	241.50K	Jun 30, 26	+2.16K	0.88%
COHEN & STEERS, INC.	178.99K	Jun 30, 26	-3.00K	0.65%
INTREPID FAMILY OFFICE LLC	159.07K	Jun 30, 26	+3.07K	0.58%
Pathstone Holdings, LLC	158.45K	Jun 30, 26	+85.64K	0.58%
FCA CORP /TX	133.45K	Jun 30, 26	+15.14K	0.49%
BANK OF AMERICA CORP /DE/	124.28K	Jun 30, 26	+11	0.45%
LPL Financial LLC	119.22K	Jun 30, 26	+39.06K	0.43%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	115.39K	Jun 30, 26	+2.03K	0.42%
Advisors Asset Management, Inc.	111.12K	Jun 30, 26	+9.12K	0.40%
WHITENER CAPITAL MANAGEMENT, INC.	90.62K	Jun 30, 26	+1.11K	0.33%
FIRST TRUST ADVISORS LP	77.47K	Jun 30, 26	-1	0.28%
CSS LLC/IL	75.50K	Jun 30, 26	+1.00K	0.27%
D.A. DAVIDSON & CO.	75.14K	Jun 30, 26	+203	0.27%
SPROTT INC.	74.17K	Jun 30, 26	-2.57K	0.27%
UHLMANN PRICE SECURITIES, LLC	70.17K	Jun 30, 26	+2.77K	0.26%
Verition Fund Management LLC	68.64K	Jun 30, 26	-62.81K	0.25%
Allspring Global Investments Holdings, LLC	62.15K	Jun 30, 26	+41.19K	0.23%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	61.89K	Jun 30, 26	-3.75K	0.23%
Uncommon Cents Investing LLC	61.47K	Jun 30, 26	-50	0.22%
JONES FINANCIAL COMPANIES LLLP	58.14K	Jun 30, 26	+8.97K	0.21%
Cambridge Investment Research Advisors, Inc.	55.82K	Jun 30, 26	+20.36K	0.20%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	50.56K	Jun 30, 26	-718	0.18%
BURNEY CO/	49.52K	Jun 30, 26	+1.72K	0.18%
WELLS FARGO & COMPANY/MN	48.77K	Jun 30, 26	+5.83K	0.18%
STIFEL FINANCIAL CORP	44.00K	Jun 30, 26	+1.09K	0.16%
PRINCIPAL SECURITIES, INC.	43.36K	Jun 30, 26	+5.15K	0.16%
Wealthcare Advisory Partners LLC	42.18K	Jun 30, 26	+2.54K	0.15%
Aspire Capital Advisors LLC	40.76K	Jun 30, 26	+40.76K	0.15%
St. James Investment Company, LLC	37.13K	Jun 30, 26	-1.56K	0.14%
ROBERTS GLORE & CO INC /IL/	36.64K	Jun 30, 26	+469	0.13%
Cetera Investment Advisers	33.39K	Jun 30, 26	+3.72K	0.12%
Calamos Advisors LLC	32.31K	Jun 30, 26	+2.15K	0.12%
GUGGENHEIM CAPITAL LLC	31.36K	Jun 30, 26	+9.36K	0.11%
Kovack Advisors, Inc.	31.16K	Jun 30, 26	+7.01K	0.11%
HighTower Advisors, LLC	27.37K	Jun 30, 26	-4.26K	0.10%
UBS Group AG	27.22K	Jun 30, 26	-63	0.10%
Baird Financial Group, Inc.	26.71K	Jun 30, 26	-205	0.10%
COMMONWEALTH EQUITY SERVICES, LLC	26.41K	Jun 30, 26	-2.06K	0.10%
CULLEN INVESTMENT GROUP, LTD.	24.70K	Jun 30, 26	+349	0.09%
ADVISOR GROUP HOLDINGS, INC.	22.72K	Jun 30, 26	+4.38K	0.08%
Logan Stone Capital, LLC	20.19K	Jun 30, 26	+20.19K	0.07%
WOLVERINE ASSET MANAGEMENT LLC	18.75K	Jun 30, 26	-15.56K	0.07%
MILLENNIUM MANAGEMENT LLC	18.65K	Jun 30, 26	-19.80K	0.07%
ALTA CAPITAL MANAGEMENT LLC/	16.00K	Jun 30, 26	--	0.06%
Man Group plc	15.44K	Jun 30, 26	+15.44K	0.06%
JANE STREET GROUP, LLC	15.19K	Jun 30, 26	-4.92K	0.06%
Kestra Advisory Services, LLC	14.97K	Jun 30, 26	-19.83K	0.05%
LEVEL FOUR ADVISORY SERVICES, LLC	13.94K	Jun 30, 26	-7.22K	0.05%
Concurrent Investment Advisors, LLC	13.76K	Jun 30, 26	-655	0.05%
SeaCrest Wealth Management, LLC	12.60K	Jun 30, 26	--	0.05%
Moors & Cabot, Inc.	11.68K	Jun 30, 26	-2.37K	0.04%
NorthRock Partners, LLC	11.53K	Jun 30, 26	+168	0.04%
SEARLE & CO.	10.25K	Jun 30, 26	+194	0.04%
JFS WEALTH ADVISORS, LLC	9.37K	Jun 30, 26	--	0.03%
XTX Topco Ltd	9.24K	Jun 30, 26	+1.45K	0.03%
NewEdge Advisors, LLC	9.04K	Jun 30, 26	+156	0.03%
TWIN FOCUS CAPITAL PARTNERS, LLC	8.90K	Jun 30, 26	+8.90K	0.03%
Mariner, LLC	8.50K	Jun 30, 26	+8.50K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	8.45K	Jun 30, 26	+8.45K	0.03%
CITADEL ADVISORS LLC	8.42K	Jun 30, 26	+8.42K	0.03%
Quantedge Capital Pte Ltd	8.23K	Jun 30, 26	+8.23K	0.03%
Farther Finance Advisors, LLC	5.38K	Jun 30, 26	-600	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.55K	Jun 30, 26	+84	0.02%
Global Retirement Partners, LLC	3.94K	Jun 30, 26	+3.94K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.49K	Jun 30, 26	+938	0.01%
JPMORGAN CHASE & CO	3.43K	Jun 30, 26	+22	0.01%
Institute for Wealth Management, LLC.	2.46K	Jun 30, 26	+2.46K	0.01%
Geneos Wealth Management Inc.	1.88K	Jun 30, 26	+6	0.01%
EverSource Wealth Advisors, LLC	1.87K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	1.77K	Jun 30, 26	-521	0.01%
Hilltop National Bank	1.70K	Jun 30, 26	--	0.01%
Pinnacle Wealth Planning Services, Inc.	1.36K	Jun 30, 26	+334	0.00%
NBC SECURITIES, INC.	1.28K	Jun 30, 26	+25	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1.11K	Jun 30, 26	--	0.00%
ZAZOVE ASSOCIATES LLC	987	Jun 30, 26	+19	0.00%
BARRETT & COMPANY, INC.	800	Jun 30, 26	--	0.00%
WPG Advisers, LLC	599	Jun 30, 26	+146	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	582	Jun 30, 26	+582	0.00%
Cape Investment Advisory, Inc.	493	Jun 30, 26	+493	0.00%
Community Financial Services Group, LLC	400	Jun 30, 26	+400	0.00%
Atlantic Union Bankshares Corp	300	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	200	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	153	Jun 30, 26	+153	0.00%
Elevated Capital Advisors, LLC	140	Jun 30, 26	--	0.00%
Mosley Wealth Management	89	Jun 30, 26	-4	0.00%
WHITTIER TRUST CO OF NEVADA INC	14	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	12	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	2	Jun 30, 26	+2	0.00%
Navis Wealth Advisors, LLC	--	Jun 30, 26	-28.03K	--
Sovereign Financial Group, Inc.	--	Jun 30, 26	-9.21K	--
ALTFEST L J & CO INC	--	Jun 30, 26	-7.40K	--
Colony Group, LLC	--	Jun 30, 26	-10.02K	--
LexAurum Advisors, LLC	--	Jun 30, 26	-7.62K	--
Private Advisor Group, LLC	--	Jun 30, 26	-7.82K	--
Root Financial Partners, LLC	--	Jun 30, 26	-53	--
MERIDIAN INVESTMENT COUNSEL INC.	--	Jun 30, 26	-7.78K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.09K	--
Joel Isaacson & Co., LLC	--	Jun 30, 26	-7.62K	--
BlackRock, Inc.	--	Jun 30, 26	-170	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-8.51K	--
LAZARD ASSET MANAGEMENT LLC	507.01K	Mar 31, 26	-1.96K	1.84%
RAYMOND JAMES FINANCIAL INC	239.34K	Mar 31, 26	+12.56K	0.87%
COHEN & STEERS, INC.	181.99K	Mar 31, 26	+32.00K	0.66%
INTREPID FAMILY OFFICE LLC	156.00K	Mar 31, 26	+2.62K	0.57%
BANK OF AMERICA CORP /DE/	124.27K	Mar 31, 26	+1.11K	0.45%
CAPSTONE INVESTMENT ADVISORS, LLC	113.76K	Mar 31, 26	--	0.41%
Advisors Asset Management, Inc.	102.00K	Mar 31, 26	+23.77K	0.37%
NORTH STAR ASSET MANAGEMENT INC	88.03K	Mar 31, 26	+611	0.32%
JONES FINANCIAL COMPANIES LLLP	49.16K	Mar 31, 26	+12.73K	0.18%
MILLENNIUM MANAGEMENT LLC	38.45K	Mar 31, 26	+25.14K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.51K	Mar 31, 26	+8.51K	0.03%
Sunbelt Securities, Inc.	5.50K	Mar 31, 26	+5.50K	0.02%
CWM, LLC	2.24K	Mar 31, 26	--	0.01%
Parkside Financial Bank & Trust	682	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	12	Mar 31, 26	+12	0.00%
Vantage Financial Partners, LLC	10.30K	Dec 31, 25	+227	0.04%
CIBC Private Wealth Group, LLC	8.09K	Dec 31, 25	--	0.03%
COMERICA BANK	2.17K	Dec 31, 25	+58	0.01%
Semmax Financial Advisors Inc.	865	Jun 30, 25	--	0.00%
Priebe Wealth Holdings LLC	--	Jun 30, 25	-14.90K	--
RAYMOND JAMES & ASSOCIATES	216.44K	Sep 30, 24	+7.73K	0.79%
BUCKINGHAM STRATEGIC WEALTH, LLC	15.03K	Jun 30, 24	--	0.05%
Cetera Advisor Networks LLC	12.62K	Mar 31, 24	+1	0.05%
Laurel Wealth Advisors, Inc.	25.91K	Dec 31, 22	--	0.09%
American Portfolios Advisors	945	Sep 30, 22	--	0.00%
FourThought Financial, LLC	48	Sep 30, 22	+48	0.00%
Hightower 6M Holding, LLC	--	Sep 30, 22	-18.96K	--
6 Meridian	11.32K	Dec 31, 21	-37.70K	0.04%
NEXT Financial Group, Inc	810	Dec 31, 21	+327	0.00%
CORNERSTONE ADVISORS INC	--	Dec 31, 21	--	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	19.10K	Sep 30, 21	+2.40K	0.07%
Kavar Capital Partners, LLC	13.50K	Sep 30, 20	--	0.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.	32.10K	Dec 31, 19	+7.68K	0.12%
Advisor Group, Inc.	3.85K	Dec 31, 19	+177	0.01%
Alpine Group USVI, LLC	14.17K	Sep 30, 19	+14.17K	0.05%
HL FINANCIAL SERVICES LLC	56.69K	Mar 31, 19	+969	0.21%
TRUST DEPARTMENT MB FINANCIAL BANK N A	4.93K	Mar 31, 19	--	0.02%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-15.04K	--
Commonwealth Equity Services, Inc	55.32K	Jun 30, 17	-7.71K	0.20%
TFS CAPITAL LLC	--	Jun 30, 17	-15.63K	--
MSI Financial Services Inc	16.51K	Dec 31, 16	+1.31K	0.06%
ANCORA FAMILY WEALTH ADVISORS, LLC	94.84K	Sep 30, 16	-17.52K	0.34%
BAIRD ROBERT W & CO INC /WI/	12.61K	Mar 31, 15	+12.61K	0.05%
BOSTON PRIVATE BANK & TRUST CO	1.30K	Mar 31, 15	+1.30K	0.00%

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Holder

Date

Change

% Held

ADAMS DIVERSIFIED EQUITY FUND, INC.

2.67M

Jun 30, 26

+51.55K

9.72%

Saba Capital Management, L.P.

2.27M

Jun 30, 26

+6.63K

8.25%

MORGAN STANLEY

1.45M

Jun 30, 26

+175.41K

5.27%

LAZARD ASSET MANAGEMENT LLC

507.97K

Jun 30, 26

+967

1.85%

ROYAL BANK OF CANADA

428.28K

Jun 30, 26

+1.56K

1.56%

RAYMOND JAMES FINANCIAL INC

241.50K

Jun 30, 26

+2.16K

0.88%

COHEN & STEERS, INC.

178.99K

Jun 30, 26

-3.00K

0.65%

INTREPID FAMILY OFFICE LLC

159.07K

Jun 30, 26

+3.07K

0.58%

Pathstone Holdings, LLC

158.45K

Jun 30, 26

+85.64K

0.58%

FCA CORP /TX

133.45K

Jun 30, 26

+15.14K

0.49%

BANK OF AMERICA CORP /DE/

124.28K

Jun 30, 26

+11

0.45%

LPL Financial LLC

119.22K

Jun 30, 26

+39.06K

0.43%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

115.39K

Jun 30, 26

+2.03K

0.42%

Advisors Asset Management, Inc.

111.12K

Jun 30, 26

+9.12K

0.40%

WHITENER CAPITAL MANAGEMENT, INC.

90.62K

Jun 30, 26

+1.11K

0.33%

FIRST TRUST ADVISORS LP

77.47K

Jun 30, 26

-1

0.28%

CSS LLC/IL

75.50K

Jun 30, 26

+1.00K

0.27%

D.A. DAVIDSON & CO.

75.14K

Jun 30, 26

+203

0.27%

SPROTT INC.

74.17K

Jun 30, 26

-2.57K

0.27%

UHLMANN PRICE SECURITIES, LLC

70.17K

Jun 30, 26

+2.77K

0.26%

Verition Fund Management LLC

68.64K

Jun 30, 26

-62.81K

0.25%

Allspring Global Investments Holdings, LLC

62.15K

Jun 30, 26

+41.19K

0.23%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

61.89K

Jun 30, 26

-3.75K

0.23%

Uncommon Cents Investing LLC

61.47K

Jun 30, 26

-50

0.22%

JONES FINANCIAL COMPANIES LLLP

58.14K

Jun 30, 26

+8.97K

0.21%

Cambridge Investment Research Advisors, Inc.

55.82K

Jun 30, 26

+20.36K

0.20%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

50.56K

Jun 30, 26

-718

0.18%

BURNEY CO/

49.52K

Jun 30, 26

+1.72K

0.18%

WELLS FARGO & COMPANY/MN

48.77K

Jun 30, 26

+5.83K

0.18%

STIFEL FINANCIAL CORP

44.00K

Jun 30, 26

+1.09K

0.16%

PRINCIPAL SECURITIES, INC.

43.36K

Jun 30, 26

+5.15K

0.16%

Wealthcare Advisory Partners LLC

42.18K

Jun 30, 26

+2.54K

0.15%

Aspire Capital Advisors LLC

40.76K

Jun 30, 26

+40.76K

0.15%

St. James Investment Company, LLC

37.13K

Jun 30, 26

-1.56K

0.14%

ROBERTS GLORE & CO INC /IL/

36.64K

Jun 30, 26

+469

0.13%

Cetera Investment Advisers

33.39K

Jun 30, 26

+3.72K

0.12%

Calamos Advisors LLC

32.31K

Jun 30, 26

+2.15K

0.12%

GUGGENHEIM CAPITAL LLC

31.36K

Jun 30, 26

+9.36K

0.11%

Kovack Advisors, Inc.

31.16K

Jun 30, 26

+7.01K

0.11%

HighTower Advisors, LLC

27.37K

Jun 30, 26

-4.26K

0.10%

UBS Group AG

27.22K

Jun 30, 26

-63

0.10%

Baird Financial Group, Inc.

26.71K

Jun 30, 26

-205

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

26.41K

Jun 30, 26

-2.06K

0.10%

CULLEN INVESTMENT GROUP, LTD.

24.70K

Jun 30, 26

+349

0.09%

ADVISOR GROUP HOLDINGS, INC.

22.72K

Jun 30, 26

+4.38K

0.08%

Logan Stone Capital, LLC

20.19K

Jun 30, 26

+20.19K

0.07%

WOLVERINE ASSET MANAGEMENT LLC

18.75K

Jun 30, 26

-15.56K

0.07%

MILLENNIUM MANAGEMENT LLC

18.65K

Jun 30, 26

-19.80K

0.07%

ALTA CAPITAL MANAGEMENT LLC/

16.00K

Jun 30, 26

0.06%

Man Group plc

15.44K

Jun 30, 26

+15.44K

0.06%

JANE STREET GROUP, LLC

15.19K

Jun 30, 26

-4.92K

0.06%

Kestra Advisory Services, LLC

14.97K

Jun 30, 26

-19.83K

0.05%

LEVEL FOUR ADVISORY SERVICES, LLC

13.94K

Jun 30, 26

-7.22K

0.05%

Concurrent Investment Advisors, LLC

13.76K

Jun 30, 26

-655

0.05%

SeaCrest Wealth Management, LLC

12.60K

Jun 30, 26

0.05%

Moors & Cabot, Inc.

11.68K

Jun 30, 26

-2.37K

0.04%

NorthRock Partners, LLC

11.53K

Jun 30, 26

+168

0.04%

SEARLE & CO.

10.25K

Jun 30, 26

+194

0.04%

JFS WEALTH ADVISORS, LLC

9.37K

Jun 30, 26

0.03%

XTX Topco Ltd

9.24K

Jun 30, 26

+1.45K

0.03%

NewEdge Advisors, LLC

9.04K

Jun 30, 26

+156

0.03%

TWIN FOCUS CAPITAL PARTNERS, LLC

8.90K

Jun 30, 26

+8.90K

0.03%

Mariner, LLC

8.50K

Jun 30, 26

+8.50K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

8.45K

Jun 30, 26

+8.45K

0.03%

CITADEL ADVISORS LLC

8.42K

Jun 30, 26

+8.42K

0.03%

Quantedge Capital Pte Ltd

8.23K

Jun 30, 26

+8.23K

0.03%

Farther Finance Advisors, LLC

5.38K

Jun 30, 26

-600

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.55K

Jun 30, 26

+84

0.02%

Global Retirement Partners, LLC

3.94K

Jun 30, 26

+3.94K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.49K

Jun 30, 26

+938

0.01%

JPMORGAN CHASE & CO

3.43K

Jun 30, 26

+22

0.01%

Institute for Wealth Management, LLC.

2.46K

Jun 30, 26

+2.46K

0.01%

Geneos Wealth Management Inc.

1.88K

Jun 30, 26

0.01%

EverSource Wealth Advisors, LLC

1.87K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

1.77K

Jun 30, 26

-521

0.01%

Hilltop National Bank

1.70K

Jun 30, 26

0.01%

Pinnacle Wealth Planning Services, Inc.

1.36K

Jun 30, 26

+334

0.00%

NBC SECURITIES, INC.

1.28K

Jun 30, 26

+25

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

1.11K

Jun 30, 26

0.00%

ZAZOVE ASSOCIATES LLC

987

Jun 30, 26

+19

0.00%

BARRETT & COMPANY, INC.

800

Jun 30, 26

0.00%

WPG Advisers, LLC

599

Jun 30, 26

+146

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

582

Jun 30, 26

+582

0.00%

Cape Investment Advisory, Inc.

493

Jun 30, 26

+493

0.00%

Community Financial Services Group, LLC

400

Jun 30, 26

+400

0.00%

Atlantic Union Bankshares Corp

300

Jun 30, 26

0.00%

Ancora Advisors, LLC

200

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

153

Jun 30, 26

+153

0.00%

Elevated Capital Advisors, LLC

140

Jun 30, 26

0.00%

Mosley Wealth Management

Jun 30, 26

-4

0.00%

WHITTIER TRUST CO OF NEVADA INC

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

0.00%

Navis Wealth Advisors, LLC

Jun 30, 26

-28.03K

Sovereign Financial Group, Inc.

Jun 30, 26

-9.21K

ALTFEST L J & CO INC

Jun 30, 26

-7.40K

Colony Group, LLC

Jun 30, 26

-10.02K

LexAurum Advisors, LLC

Jun 30, 26

-7.62K

Private Advisor Group, LLC

Jun 30, 26

-7.82K

Root Financial Partners, LLC

Jun 30, 26

-53

MERIDIAN INVESTMENT COUNSEL INC.

Jun 30, 26

-7.78K

Advisory Services Network, LLC

Jun 30, 26

-1.09K

Joel Isaacson & Co., LLC

Jun 30, 26

-7.62K

BlackRock, Inc.

Jun 30, 26

-170

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-8.51K

LAZARD ASSET MANAGEMENT LLC

507.01K

Mar 31, 26

-1.96K

1.84%

RAYMOND JAMES FINANCIAL INC

239.34K

Mar 31, 26

+12.56K

0.87%

COHEN & STEERS, INC.

181.99K

Mar 31, 26

+32.00K

0.66%

INTREPID FAMILY OFFICE LLC

156.00K

Mar 31, 26

+2.62K

0.57%

BANK OF AMERICA CORP /DE/

124.27K

Mar 31, 26

+1.11K

0.45%

CAPSTONE INVESTMENT ADVISORS, LLC

113.76K

Mar 31, 26

0.41%

Advisors Asset Management, Inc.

102.00K

Mar 31, 26

+23.77K

0.37%

NORTH STAR ASSET MANAGEMENT INC

88.03K

Mar 31, 26

+611

0.32%

JONES FINANCIAL COMPANIES LLLP

49.16K

Mar 31, 26

+12.73K

0.18%

MILLENNIUM MANAGEMENT LLC

38.45K

Mar 31, 26

+25.14K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.51K

Mar 31, 26

+8.51K

0.03%

Sunbelt Securities, Inc.

5.50K

Mar 31, 26

+5.50K

0.02%

CWM, LLC

2.24K

Mar 31, 26

0.01%

Parkside Financial Bank & Trust

682

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

Mar 31, 26

+12

0.00%

Vantage Financial Partners, LLC

10.30K

Dec 31, 25

+227

0.04%

CIBC Private Wealth Group, LLC

8.09K

Dec 31, 25

0.03%

COMERICA BANK

2.17K

Dec 31, 25

+58

0.01%

Semmax Financial Advisors Inc.

865

Jun 30, 25

0.00%

Priebe Wealth Holdings LLC

Jun 30, 25

-14.90K

RAYMOND JAMES & ASSOCIATES

216.44K

Sep 30, 24

+7.73K

0.79%

BUCKINGHAM STRATEGIC WEALTH, LLC

15.03K

Jun 30, 24

0.05%

Cetera Advisor Networks LLC

12.62K

Mar 31, 24

0.05%

Laurel Wealth Advisors, Inc.

25.91K

Dec 31, 22

0.09%

American Portfolios Advisors

945

Sep 30, 22

0.00%

FourThought Financial, LLC

Sep 30, 22

+48

0.00%

Hightower 6M Holding, LLC

Sep 30, 22

-18.96K

6 Meridian

11.32K

Dec 31, 21

-37.70K

0.04%

NEXT Financial Group, Inc

810

Dec 31, 21

+327

0.00%

CORNERSTONE ADVISORS INC

Dec 31, 21

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

19.10K

Sep 30, 21

+2.40K

0.07%

Kavar Capital Partners, LLC

13.50K

Sep 30, 20

0.05%

LADENBURG THALMANN FINANCIAL SERVICES INC.

32.10K

Dec 31, 19

+7.68K

0.12%

Advisor Group, Inc.

3.85K

Dec 31, 19

+177

0.01%

Alpine Group USVI, LLC

14.17K

Sep 30, 19

+14.17K

0.05%

HL FINANCIAL SERVICES LLC

56.69K

Mar 31, 19

+969

0.21%

TRUST DEPARTMENT MB FINANCIAL BANK N A

4.93K

Mar 31, 19

0.02%

SII INVESTMENTS INC/WI

Dec 31, 17

-15.04K

Commonwealth Equity Services, Inc

55.32K

Jun 30, 17

-7.71K

0.20%

TFS CAPITAL LLC

Jun 30, 17

-15.63K

MSI Financial Services Inc

16.51K

Dec 31, 16

+1.31K

0.06%

ANCORA FAMILY WEALTH ADVISORS, LLC

94.84K

Sep 30, 16

-17.52K

0.34%

BAIRD ROBERT W & CO INC /WI/

12.61K

Mar 31, 15

+12.61K

0.05%

BOSTON PRIVATE BANK & TRUST CO

1.30K

Mar 31, 15

+1.30K

0.00%