PSEC(PSEC)
PSEC
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 15.85M | Mar 31, 26 | +9.32M | 3.16% |
| PRIVATE MANAGEMENT GROUP INC | 13.54M | Mar 31, 26 | +10.31M | 2.70% |
| VAN ECK ASSOCIATES CORP | 7.30M | Mar 31, 26 | -2.35M | 1.46% |
| UBS Group AG | 5.47M | Mar 31, 26 | +483.38K | 1.09% |
| MARSHALL WACE, LLP | 4.75M | Mar 31, 26 | -1.46M | 0.95% |
| GENDELL JEFFREY L | 4.01M | Mar 31, 26 | +281.58K | 0.80% |
| Legal & General Group Plc | 3.64M | Mar 31, 26 | +319.19K | 0.73% |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.46M | Mar 31, 26 | +2.11M | 0.69% |
| MORGAN STANLEY | 2.45M | Mar 31, 26 | -756.93K | 0.49% |
| Private Advisor Group, LLC | 1.71M | Mar 31, 26 | +6.26K | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.70M | Mar 31, 26 | +56.61K | 0.34% |
| BlackRock, Inc. | 1.57M | Mar 31, 26 | -815.12K | 0.31% |
| TUDOR INVESTMENT CORP ET AL | 1.46M | Mar 31, 26 | -791.76K | 0.29% |
| LPL Financial LLC | 951.56K | Mar 31, 26 | +130.41K | 0.19% |
| GraniteShares Advisors LLC | 951.11K | Mar 31, 26 | -108.87K | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 800.31K | Mar 31, 26 | +137.28K | 0.16% |
| JANE STREET GROUP, LLC | 584.20K | Mar 31, 26 | +94.45K | 0.12% |
| Tactive Advisors, LLC | 581.99K | Mar 31, 26 | +3.16K | 0.12% |
| Naviter Wealth, LLC | 570.78K | Mar 31, 26 | +186.57K | 0.11% |
| LSV ASSET MANAGEMENT | 535.84K | Mar 31, 26 | -- | 0.11% |
| BI Asset Management Fondsmaeglerselskab A/S | 520.59K | Mar 31, 26 | -- | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 499.76K | Mar 31, 26 | +27.17K | 0.10% |
| Kovack Advisors, Inc. | 468.54K | Mar 31, 26 | +65.45K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 425.13K | Mar 31, 26 | +67.06K | 0.08% |
| DnB Asset Management AS | 401.66K | Mar 31, 26 | -- | 0.08% |
| 180 WEALTH ADVISORS, LLC | 400.52K | Mar 31, 26 | +54.42K | 0.08% |
| Squarepoint Ops LLC | 386.69K | Mar 31, 26 | +101.80K | 0.08% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 378.84K | Mar 31, 26 | -30.39K | 0.08% |
| Virtus Investment Advisers, Inc. | 337.95K | Mar 31, 26 | -122.84K | 0.07% |
| Cetera Investment Advisers | 316.70K | Mar 31, 26 | +61.18K | 0.06% |
| Engineers Gate Manager LP | 303.74K | Mar 31, 26 | +168.50K | 0.06% |
| TCFG WEALTH MANAGEMENT, LLC | 277.91K | Mar 31, 26 | +2.58K | 0.06% |
| TWO SIGMA SECURITIES, LLC | 268.21K | Mar 31, 26 | +268.21K | 0.05% |
| Brevan Howard Capital Management LP | 246.09K | Mar 31, 26 | +119.08K | 0.05% |
| BANK OF AMERICA CORP /DE/ | 243.14K | Mar 31, 26 | -11.53K | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 221.71K | Mar 31, 26 | -2.84M | 0.04% |
| Wright Fund Management, LLC | 212.82K | Mar 31, 26 | +212.82K | 0.04% |
| FAMILY WEALTH PARTNERS, LLC | 212.82K | Mar 31, 26 | +62.34K | 0.04% |
| Buckingham Strategic Partners | 205.85K | Mar 31, 26 | +50.53K | 0.04% |
| GUGGENHEIM CAPITAL LLC | 200.78K | Mar 31, 26 | +43.95K | 0.04% |
| Catalyst Capital Advisors LLC | 200.74K | Mar 31, 26 | -- | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 200.39K | Mar 31, 26 | -1.29K | 0.04% |
| Claro Advisors LLC | 197.41K | Mar 31, 26 | +5.00K | 0.04% |
| STIFEL FINANCIAL CORP | 187.83K | Mar 31, 26 | -1.60K | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 184.21K | Mar 31, 26 | -22.39K | 0.04% |
| Creative Planning | 182.35K | Mar 31, 26 | -13.71K | 0.04% |
| Tweedy, Browne Co LLC | 162.95K | Mar 31, 26 | -- | 0.03% |
| TRUIST FINANCIAL CORP | 153.94K | Mar 31, 26 | -- | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 152.21K | Mar 31, 26 | -304.79K | 0.03% |
| Quantbot Technologies LP | 136.74K | Mar 31, 26 | -126.27K | 0.03% |
| CAXTON ASSOCIATES LLP | 133.52K | Mar 31, 26 | -576.73K | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 125.02K | Mar 31, 26 | +924 | 0.02% |
| GROUP ONE TRADING, L.P. | 114.46K | Mar 31, 26 | +30.12K | 0.02% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 105.90K | Mar 31, 26 | -- | 0.02% |
| Spire Wealth Management | 102.61K | Mar 31, 26 | +558 | 0.02% |
| IMC-Chicago, LLC | 101.24K | Mar 31, 26 | +101.24K | 0.02% |
| Generali Investments CEE, investicni spolecnost, a.s. | 101.23K | Mar 31, 26 | -- | 0.02% |
| DRW Securities, LLC | 93.34K | Mar 31, 26 | -125.78K | 0.02% |
| WESTWOOD HOLDINGS GROUP INC | 93.25K | Mar 31, 26 | -- | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 86.90K | Mar 31, 26 | +59.41K | 0.02% |
| DENALI ADVISORS LLC | 84.55K | Mar 31, 26 | -750 | 0.02% |
| ROYAL BANK OF CANADA | 81.02K | Mar 31, 26 | +24.19K | 0.02% |
| Kestra Advisory Services, LLC | 78.17K | Mar 31, 26 | +2.39K | 0.02% |
| Summit Global Investments | 75.00K | Mar 31, 26 | -- | 0.01% |
| BFSG, LLC | 72.84K | Mar 31, 26 | +62.33K | 0.01% |
| Kathmere Capital Management, LLC | 69.46K | Mar 31, 26 | -- | 0.01% |
| ProShare Advisors LLC | 69.23K | Mar 31, 26 | -8.02K | 0.01% |
| M&T BANK CORP | 69.18K | Mar 31, 26 | +69.18K | 0.01% |
| Vident Advisory, LLC | 68.33K | Mar 31, 26 | +68.33K | 0.01% |
| Cresset Asset Management, LLC | 68.09K | Mar 31, 26 | +3.36K | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 67.14K | Mar 31, 26 | +55.41K | 0.01% |
| Permanens Capital L.P. | 66.18K | Mar 31, 26 | +66.18K | 0.01% |
| Headlands Technologies LLC | 66.09K | Mar 31, 26 | -8.69K | 0.01% |
| Clear Harbor Asset Management, LLC | 65.50K | Mar 31, 26 | +65.50K | 0.01% |
| AREX Capital Management, LP | 65.00K | Mar 31, 26 | +65.00K | 0.01% |
| Lido Advisors, LLC | 63.09K | Mar 31, 26 | -25.69K | 0.01% |
| Garden State Investment Advisory Services LLC | 58.39K | Mar 31, 26 | -8.98K | 0.01% |
| Prospera Financial Services Inc | 57.99K | Mar 31, 26 | +3.87K | 0.01% |
| AXQ CAPITAL, LP | 56.76K | Mar 31, 26 | +56.76K | 0.01% |
| XML Financial, LLC | 52.15K | Mar 31, 26 | -34.97K | 0.01% |
| Wealthfront Advisers LLC | 51.74K | Mar 31, 26 | +2.65K | 0.01% |
| BLAIR WILLIAM & CO/IL | 45.90K | Mar 31, 26 | +200 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 45.86K | Mar 31, 26 | +6.89K | 0.01% |
| AMERIPRISE FINANCIAL INC | 43.48K | Mar 31, 26 | +1.12K | 0.01% |
| HUNTINGTON NATIONAL BANK | 43.19K | Mar 31, 26 | +43.19K | 0.01% |
| WELLS FARGO & COMPANY/MN | 42.50K | Mar 31, 26 | -293 | 0.01% |
| Csenge Advisory Group | 42.46K | Mar 31, 26 | -- | 0.01% |
| Ethos Financial Group, LLC | 40.46K | Mar 31, 26 | -- | 0.01% |
| BRIAN LOW FINANCIAL GROUP, LLC | 40.31K | Mar 31, 26 | +30.31K | 0.01% |
| Strategic Wealth Partners, Ltd. | 40.31K | Mar 31, 26 | +30.31K | 0.01% |
| BESSEMER GROUP INC | 40.00K | Mar 31, 26 | -- | 0.01% |
| Strategies Wealth Advisors, LLC | 38.46K | Mar 31, 26 | +1.90K | 0.01% |
| BARRETT & COMPANY, INC. | 38.32K | Mar 31, 26 | +6.04K | 0.01% |
| Sowell Financial Services LLC | 38.03K | Mar 31, 26 | -5.31K | 0.01% |
| Garner Asset Management Corp | 37.48K | Mar 31, 26 | -3.04K | 0.01% |
| Tower Research Capital LLC (TRC) | 36.82K | Mar 31, 26 | -78.34K | 0.01% |
| Sigma Planning Corp | 36.57K | Mar 31, 26 | -1.36K | 0.01% |
| Arkadios Wealth Advisors | 36.13K | Mar 31, 26 | -- | 0.01% |
| Mariner, LLC | 35.57K | Mar 31, 26 | +23.05K | 0.01% |
| ExodusPoint Capital Management, LP | 34.29K | Mar 31, 26 | +34.29K | 0.01% |
| Cherry Creek Investment Advisors, Inc. | 31.72K | Mar 31, 26 | +400 | 0.01% |
| GOLDMAN SACHS GROUP INC | 30.58K | Mar 31, 26 | -2.51K | 0.01% |
| Sunbelt Securities, Inc. | 29.34K | Mar 31, 26 | -- | 0.01% |
| WMG Financial Advisors, LLC | 27.95K | Mar 31, 26 | -- | 0.01% |
| Pensionmark Financial Group, LLC | 27.19K | Mar 31, 26 | -1 | 0.01% |
| Massar Capital Management, LP | 27.09K | Mar 31, 26 | +3.91K | 0.01% |
| Modera Wealth Management, LLC | 26.33K | Mar 31, 26 | +26.33K | 0.01% |
| US BANCORP \DE\ | 25.41K | Mar 31, 26 | -34.59K | 0.01% |
| Allworth Financial LP | 25.25K | Mar 31, 26 | -977 | 0.01% |
| Apella Capital, LLC | 24.23K | Mar 31, 26 | +24.23K | 0.00% |
| GREAT VALLEY ADVISOR GROUP, INC. | 23.98K | Mar 31, 26 | +1.18K | 0.00% |
| IFP Advisors, Inc | 23.51K | Mar 31, 26 | +1.12K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 21.82K | Mar 31, 26 | -5.21K | 0.00% |
| Next Level Private LLC | 21.06K | Mar 31, 26 | +1.03K | 0.00% |
| Regal Investment Advisors LLC | 20.79K | Mar 31, 26 | +2.77K | 0.00% |
| MAYPORT, LLC | 20.57K | Mar 31, 26 | -- | 0.00% |
| Foundations Investment Advisors, LLC | 20.51K | Mar 31, 26 | +8.43K | 0.00% |
| Cravens & Co Advisors, LLC | 20.00K | Mar 31, 26 | -- | 0.00% |
| Kingsview Wealth Management, LLC | 19.88K | Mar 31, 26 | +981 | 0.00% |
| Samalin Investment Counsel, LLC | 19.53K | Mar 31, 26 | -78 | 0.00% |
| TCG Advisory Services, LLC | 19.28K | Mar 31, 26 | +19.28K | 0.00% |
| CWM, LLC | 18.76K | Mar 31, 26 | +6 | 0.00% |
| PFG Investments, LLC | 18.64K | Mar 31, 26 | +3.05K | 0.00% |
| State of Alaska, Department of Revenue | 18.64K | Mar 31, 26 | -- | 0.00% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 18.18K | Mar 31, 26 | +2 | 0.00% |
| J.W. COLE ADVISORS, INC. | 17.79K | Mar 31, 26 | +83 | 0.00% |
| STEPHENS INC /AR/ | 17.42K | Mar 31, 26 | +1.00K | 0.00% |
| PHILADELPHIA TRUST CO | 17.25K | Mar 31, 26 | -25.95K | 0.00% |
| Modern Wealth Management, LLC | 16.41K | Mar 31, 26 | -- | 0.00% |
| MAI Capital Management | 16.31K | Mar 31, 26 | +3.05K | 0.00% |
| Sculati Wealth Management, LLC | 16.27K | Mar 31, 26 | -3.04K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 15.97K | Mar 31, 26 | +44 | 0.00% |
| Onyx Bridge Wealth Group LLC | 15.87K | Mar 31, 26 | +200 | 0.00% |
| Significant Wealth Partners LLC | 15.53K | Mar 31, 26 | +1.75K | 0.00% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 15.48K | Mar 31, 26 | +330 | 0.00% |
| Inspire Advisors, LLC | 15.29K | Mar 31, 26 | +2.29K | 0.00% |
| OPPENHEIMER & CO INC | 14.62K | Mar 31, 26 | -500 | 0.00% |
| Schonfeld Strategic Advisors LLC | 14.14K | Mar 31, 26 | +3.32K | 0.00% |
| HighTower Advisors, LLC | 13.96K | Mar 31, 26 | +13.96K | 0.00% |
| Berkeley Capital Partners, LLC | 13.43K | Mar 31, 26 | +13.43K | 0.00% |
| Concurrent Investment Advisors, LLC | 13.34K | Mar 31, 26 | +13.34K | 0.00% |
| AIGEN INVESTMENT MANAGEMENT, LP | 13.26K | Mar 31, 26 | -32.57K | 0.00% |
| Farther Finance Advisors, LLC | 12.82K | Mar 31, 26 | -114 | 0.00% |
| MML INVESTORS SERVICES, LLC | 12.69K | Mar 31, 26 | -814 | 0.00% |
| Wealthcare Advisory Partners LLC | 12.62K | Mar 31, 26 | +623 | 0.00% |
| NOMURA ASSET MANAGEMENT CO LTD | 12.61K | Mar 31, 26 | +12.61K | 0.00% |
| Capital Advisors, Ltd. LLC | 12.35K | Mar 31, 26 | -- | 0.00% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 12.25K | Mar 31, 26 | -700 | 0.00% |
| CITADEL ADVISORS LLC | 12.20K | Mar 31, 26 | -40.49K | 0.00% |
| PRIVATE TRUST CO NA | 11.64K | Mar 31, 26 | -- | 0.00% |
| Navalign, LLC | 11.55K | Mar 31, 26 | +1.12K | 0.00% |
| Independent Advisor Alliance | 11.36K | Mar 31, 26 | -1.19K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10.94K | Mar 31, 26 | +540 | 0.00% |
| Caitong International Asset Management Co., Ltd | 10.91K | Mar 31, 26 | +5.73K | 0.00% |
| Stratos Wealth Partners, LTD. | 10.85K | Mar 31, 26 | +10.85K | 0.00% |
| Ausdal Financial Partners, Inc. | 10.78K | Mar 31, 26 | -10.10K | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 10.75K | Mar 31, 26 | -2.60K | 0.00% |
| Traynor Capital Management, Inc. | 10.68K | Mar 31, 26 | +26 | 0.00% |
| SIGNATUREFD, LLC | 10.29K | Mar 31, 26 | +1.75K | 0.00% |
| AMERIFLEX GROUP, INC. | 9.83K | Mar 31, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 8.49K | Mar 31, 26 | +8.49K | 0.00% |
| FIFTH THIRD BANCORP | 8.25K | Mar 31, 26 | +4.05K | 0.00% |
| CNB Bank | 7.50K | Mar 31, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 7.16K | Mar 31, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 5.37K | Mar 31, 26 | -- | 0.00% |
| Avion Wealth | 5.10K | Mar 31, 26 | +237 | 0.00% |
| Founders Capital Management | 5.00K | Mar 31, 26 | +1.00K | 0.00% |
| AdvisorNet Financial, Inc | 4.41K | Mar 31, 26 | +206 | 0.00% |
| Parallel Advisors, LLC | 3.98K | Mar 31, 26 | +391 | 0.00% |
| Atlantic Union Bankshares Corp | 3.80K | Mar 31, 26 | -- | 0.00% |
| Legacy Wealth Managment, LLC/ID | 3.64K | Mar 31, 26 | -- | 0.00% |
| Crewe Advisors LLC | 3.52K | Mar 31, 26 | +623 | 0.00% |
| Activest Wealth Management | 3.30K | Mar 31, 26 | +1.00K | 0.00% |
| FINANCIAL CONSULATE, INC | 3.12K | Mar 31, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 3.02K | Mar 31, 26 | +2.87K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.93K | Mar 31, 26 | -9.76K | 0.00% |
| Larson Financial Group LLC | 2.89K | Mar 31, 26 | +2.89K | 0.00% |
| Steward Partners Investment Advisory, LLC | 2.76K | Mar 31, 26 | -1.60K | 0.00% |
| Cypress Capital Management LLC (WY) | 2.15K | Mar 31, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 2.08K | Mar 31, 26 | +2.08K | 0.00% |
| Financial Gravity Asset Management, Inc. | 1.52K | Mar 31, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 1.50K | Mar 31, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.21K | Mar 31, 26 | -2.12K | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 1.20K | Mar 31, 26 | -- | 0.00% |
| SMH CAPITAL ADVISORS INC | 1.11K | Mar 31, 26 | -425.36K | 0.00% |
| West Branch Capital LLC | 1.08K | Mar 31, 26 | +519 | 0.00% |
| CoreCap Advisors, LLC | 1.01K | Mar 31, 26 | -1 | 0.00% |
| NATIXIS | 980 | Mar 31, 26 | +46 | 0.00% |
| Rockefeller Capital Management L.P. | 939 | Mar 31, 26 | +939 | 0.00% |
| Triumph Capital Management | 751 | Mar 31, 26 | -- | 0.00% |
| LRI Investments, LLC | 638 | Mar 31, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 599 | Mar 31, 26 | -2.05K | 0.00% |
| Sound Income Strategies, LLC | 400 | Mar 31, 26 | -- | 0.00% |
| Hilltop National Bank | 380 | Mar 31, 26 | -- | 0.00% |
| American Capital Advisory, LLC | 204 | Mar 31, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 200 | Mar 31, 26 | -- | 0.00% |
| ASSETMARK, INC | 147 | Mar 31, 26 | +147 | 0.00% |
| Russell Investments Group, Ltd. | 61 | Mar 31, 26 | +61 | 0.00% |
| CITIGROUP INC | 38 | Mar 31, 26 | +28 | 0.00% |
| Parvin Asset Management, LLC | 30 | Mar 31, 26 | -- | 0.00% |
| BARCLAYS PLC | 17 | Mar 31, 26 | +15 | 0.00% |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | Mar 31, 26 | -- | 0.00% |
| DANSKE BANK A/S | 5 | Mar 31, 26 | +3 | 0.00% |
| Golden State Equity Partners | 5 | Mar 31, 26 | +5 | 0.00% |
| Ronald Blue Trust, Inc. | 1 | Mar 31, 26 | -430 | 0.00% |
| HighPoint Advisor Group LLC | -- | Mar 31, 26 | -28.41K | -- |
| GSA CAPITAL PARTNERS LLP | -- | Mar 31, 26 | -174.63K | -- |
| LeClair Wealth Partners LLC | -- | Mar 31, 26 | -239.12K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Mar 31, 26 | -1.76K | -- |
| Point72 Asset Management, L.P. | -- | Mar 31, 26 | -1.07M | -- |
| Qube Research & Technologies Ltd | -- | Mar 31, 26 | -174.45K | -- |
| XTX Topco Ltd | -- | Mar 31, 26 | -222.00K | -- |
| CALTON & ASSOCIATES, INC. | -- | Mar 31, 26 | -17.79K | -- |
| EXCHANGE TRADED CONCEPTS, LLC | -- | Mar 31, 26 | -162.86K | -- |
| IMG Wealth Management, Inc. | -- | Mar 31, 26 | -381 | -- |
| Commonwealth Retirement Investments LLC | -- | Mar 31, 26 | -5.79K | -- |
| NewEdge Advisors, LLC | -- | Mar 31, 26 | -13.90K | -- |
| RPO LLC | -- | Mar 31, 26 | -25.57K | -- |
| West Financial Advisors, LLC | -- | Mar 31, 26 | -302 | -- |
| NORTHERN TRUST CORP | -- | Mar 31, 26 | -421.59K | -- |
| Family Wealth Group, LLC | -- | Mar 31, 26 | -14.91K | -- |
| CATALYST FINANCIAL PARTNERS LLC | -- | Mar 31, 26 | -10.00K | -- |
| Verition Fund Management LLC | -- | Mar 31, 26 | -177.71K | -- |
| Jump Financial, LLC | -- | Mar 31, 26 | -95.70K | -- |
| KG&L Capital Management,LLC | -- | Mar 31, 26 | -10.04K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -8 | -- |
| WealthPLAN Partners, LLC | -- | Mar 31, 26 | -15.43K | -- |
| BOOTHBAY FUND MANAGEMENT, LLC | -- | Mar 31, 26 | -12.78K | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -559 | -- |
| Alpine Global Management, LLC | -- | Mar 31, 26 | -71.71K | -- |
| Ground Swell Capital, LLC | -- | Mar 31, 26 | -10.76K | -- |
| TWO SIGMA ADVISERS, LP | 8.94M | Dec 31, 25 | +2.17M | 1.79% |
| Concorde Asset Management, LLC | 304.28K | Dec 31, 25 | +87.13K | 0.06% |
| Cadence Bank | 41.18K | Dec 31, 25 | +2.01K | 0.01% |
| Global Retirement Partners, LLC | 25.50K | Dec 31, 25 | -- | 0.01% |
| COMERICA BANK | 4.05K | Dec 31, 25 | -48.05K | 0.00% |
| Heritage Wealth Advisors | 100 | Dec 31, 25 | -- | 0.00% |
| ORG Partners LLC | 5 | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 1 | Dec 31, 25 | -- | 0.00% |
| FLAGSHIP WEALTH ADVISORS, LLC | -- | Dec 31, 25 | -163 | -- |
| Asset Dedication, LLC | -- | Dec 31, 25 | -5.88K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -25 | -- |
| Cubist Systematic Strategies, LLC | 635.68K | Sep 30, 25 | -513.88K | 0.13% |
| Moloney Securities Asset Management, LLC | 105.64K | Sep 30, 25 | -14.60K | 0.02% |
| Point72 Europe (London) LLP | 1.92K | Sep 30, 25 | +1.92K | 0.00% |
| Point72 Asia (Singapore) Pte. Ltd. | 5 | Sep 30, 25 | -- | 0.00% |
| WOLVERINE TRADING, LLC | -- | Sep 30, 25 | -16.73K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 68.49K | Jun 30, 25 | +8.14K | 0.01% |
| First National Bank of Mount Dora, Trust Investment Services | 15.30K | Jun 30, 25 | -- | 0.00% |
| Semmax Financial Advisors Inc. | 1.52K | Jun 30, 25 | +44 | 0.00% |
| Legacy Investment Solutions, LLC | 639 | Jun 30, 25 | +639 | 0.00% |
| Orion Portfolio Solutions, LLC | 35.31K | Mar 31, 25 | -- | 0.01% |
| Sheaff Brock Investment Advisors, LLC | 26.54K | Mar 31, 25 | -1.97K | 0.01% |
| Cutter & CO Brokerage, Inc. | 16.46K | Mar 31, 25 | +525 | 0.00% |
| Lindbrook Capital, LLC | 430 | Mar 31, 25 | +364 | 0.00% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -21.30K | -- |
| RAYMOND JAMES & ASSOCIATES | 846.24K | Sep 30, 24 | +84.05K | 0.17% |
| Raymond James Financial Services Advisors, Inc. | 68.36K | Sep 30, 24 | -1.20K | 0.01% |
| SpiderRock Advisors, LLC | 15.22K | Sep 30, 24 | -- | 0.00% |
| Carmichael Hill & Associates, Inc. | 1.47K | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 1.38M | Jun 30, 24 | +12.26K | 0.28% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 409.47K | Jun 30, 24 | +1.03K | 0.08% |
| GIRARD PARTNERS LTD. | -- | Jun 30, 24 | -15.06K | -- |
| Cetera Advisor Networks LLC | 177.63K | Mar 31, 24 | +1.80K | 0.04% |
| Cetera Advisors LLC | 91.21K | Mar 31, 24 | +13.58K | 0.02% |
| Highlander Capital Management, LLC | 24.61K | Mar 31, 24 | -- | 0.00% |
| NinePointTwo Capital LLC | 14.41K | Dec 31, 23 | -- | 0.00% |
| Baystate Wealth Management LLC | 3.03K | Dec 31, 23 | +3.03K | 0.00% |
| Paragon Wealth Strategies, LLC | -- | Dec 31, 23 | -593.10K | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 567.77K | Sep 30, 23 | +7.43K | 0.11% |
| Johnson Midwest Financial, LLC | 25.60K | Sep 30, 23 | +28 | 0.01% |
| Kistler-Tiffany Companies, LLC | 1.33K | Jun 30, 23 | -- | 0.00% |
| Cowen Prime Advisors LLC | 1.30K | Jun 30, 23 | -- | 0.00% |
| Acrisure Capital Management, LLC | 83.91K | Mar 31, 23 | +54.95K | 0.02% |
| Cribstone Capital Management, LLC | 1.11K | Dec 31, 22 | +1.11K | 0.00% |
| Align Wealth Management, LLC | 1.00K | Dec 31, 22 | +1.00K | 0.00% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 184.20K | Sep 30, 22 | -26.29K | 0.04% |
| American Portfolios Advisors | 60.52K | Sep 30, 22 | -1.07K | 0.01% |
| CADENCE BANK NA | 26.86K | Sep 30, 22 | +663 | 0.01% |
| WIPFLI FINANCIAL ADVISORS LLC, | 8.43K | Sep 30, 22 | +8.43K | 0.00% |
| Strategic Asset Management, LLC | 400 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -150 | -- |
| Biltmore Capital Advisors LLC | 39.00K | Dec 31, 21 | +9.00K | 0.01% |
| REILLY FINANCIAL ADVISORS, LLC | 8.00K | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 5.26K | Dec 31, 21 | +3.22K | 0.00% |
| FormulaFolio Investments, LLC | -- | Jun 30, 21 | -620 | -- |
| Aperio Group, LLC | 130.88K | Dec 31, 20 | +20.71K | 0.03% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 108.01K | Dec 31, 20 | +18.00K | 0.02% |
| Winslow, Evans & Crocker, Inc. | 2.90K | Dec 31, 20 | -- | 0.00% |
| Blue Chip Wealth Management, Inc. | 45.90K | Sep 30, 20 | +45.90K | 0.01% |
| First Allied Advisory Services, Inc. | 29.56K | Sep 30, 20 | -77 | 0.01% |
| NumerixS Investment Technologies Inc | 11.35K | Jun 30, 20 | +9.15K | 0.00% |
| Timber Hill LLC | -- | Jun 30, 20 | -28.00K | -- |
| Leap Investments LP | -- | Jun 30, 20 | -50.00K | -- |
| Squar Milner Financial Services LLC | 5.50K | Mar 31, 20 | -- | 0.00% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 72 | Mar 31, 20 | +2 | 0.00% |
| Advisor Group, Inc. | 405.05K | Dec 31, 19 | +38.86K | 0.08% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 364.10K | Dec 31, 19 | +10.39K | 0.07% |
| SUNTRUST BANKS INC | 119.40K | Sep 30, 19 | -- | 0.02% |
| American Financial Network Advisory Services LLC | -- | Sep 30, 19 | -12.90K | -- |
| NEXT Financial Holdings | 1.25K | Mar 31, 19 | +1.25K | 0.00% |
| WealthTrust Fairport, LLC | 1 | Mar 31, 19 | -- | 0.00% |
| WealthTrust-Arizona, LLC | 200 | Dec 31, 18 | +200 | 0.00% |
| Pomelo Capital LLC | 40.34K | Sep 30, 18 | -- | 0.01% |
| Vantage Investment Advisors, LLC | 1.15K | Sep 30, 18 | +29 | 0.00% |
| KHP Capital, LLC | -- | Sep 30, 18 | -1.20K | -- |
| Global X Management CO LLC | 41.99K | Jun 30, 18 | +2.23K | 0.01% |
| PENN MUTUAL LIFE INSURANCE CO | -- | Jun 30, 18 | -378.00K | -- |
| LUCUS ADVISORS LLC | 34.38K | Mar 31, 18 | -13.95K | 0.01% |
| Allegis Investment Advisors, LLC | 33.98K | Mar 31, 18 | -2 | 0.01% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -773 | -- |
| MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | -- | Mar 31, 18 | -151.05K | -- |
| AHL Partners LLP | 1.53M | Dec 31, 17 | +1.31M | 0.31% |
| SII INVESTMENTS INC/WI | 65.72K | Dec 31, 17 | -6.21K | 0.01% |
| IFC Holdings Incorporated/FL | 32.20K | Dec 31, 17 | -2.49K | 0.01% |
| GLG Partners LP | 22.60K | Dec 31, 17 | +22.60K | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 13 | Dec 31, 17 | -- | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -44.65K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -25.27K | -- |
| BANCORPSOUTH INC | 16.00K | Sep 30, 17 | -4.00K | 0.00% |
| AMERICAFIRST CAPITAL MANAGEMENT, LLC | -- | Sep 30, 17 | -46.57K | -- |
| Commonwealth Equity Services, Inc | 749.10K | Jun 30, 17 | +6.24K | 0.15% |
| WFG Advisors, LP | 371.44K | Jun 30, 17 | +14.84K | 0.07% |
| AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 46.57K | Jun 30, 17 | +46.57K | 0.01% |
| TRENT CAPITAL MANAGEMENT INC /NC/ | 22.77K | Jun 30, 17 | +22.77K | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -60.81K | -- |
| FIRST FINANCIAL EQUITY CORPORATION | 133.18K | Mar 31, 17 | +133.18K | 0.03% |
| BEACON TRUST CO | 12.00K | Mar 31, 17 | -- | 0.00% |
| BlackRock Group LTD | 2.30M | Dec 31, 16 | +648.95K | 0.46% |
| PVG Asset Management | 337.91K | Dec 31, 16 | +337.91K | 0.07% |
| MSI Financial Services Inc | 112.66K | Dec 31, 16 | +5.53K | 0.02% |
| WESTPORT RESOURCES MANAGEMENT INC | 4.50K | Sep 30, 16 | -- | 0.00% |
| SOCIETE GENERALE | 78.47K | Jun 30, 16 | +78.47K | 0.02% |
| Investors Capital Advisory Services | 39.78K | Jun 30, 16 | -3.88K | 0.01% |
| VSR Financial Services, Inc. | 15.23K | Jun 30, 16 | -106.70K | 0.00% |
| SUMMIT CAPITAL MANAGEMENT LLC | 100.65K | Mar 31, 16 | -518.04K | 0.02% |
| Carnick & Kubik, LLC | 320 | Mar 31, 16 | +320 | 0.00% |
| TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 416.55K | Dec 31, 15 | +5.14K | 0.08% |
| Pinnacle Summer Investments, Inc. | 133.13K | Dec 31, 15 | -16.14K | 0.03% |
| CITY NATIONAL BANK | 27.51K | Sep 30, 15 | -368.25K | 0.01% |
| J.P. Turner & Co Capital Mnagement, LLC | 12.98K | Sep 30, 15 | +12.98K | 0.00% |
| DESCHAINE & COMPANY, LLC | 107.14K | Jun 30, 15 | -2.40K | 0.02% |
| SUMIT CAPITAL, LLC | 28.19K | Jun 30, 15 | +28.19K | 0.01% |
| Nair Vinay | -- | Jun 30, 15 | -16.34K | -- |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -5 | -- |
| BAIRD ROBERT W & CO INC /WI/ | 17.38K | Mar 31, 15 | -11.22K | 0.00% |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 11.79K | Mar 31, 15 | +11.79K | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 9.35K | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 2.65K | Dec 31, 14 | -- | 0.00% |
| UBS AG | 5.40M | Sep 30, 14 | -230.80K | 1.08% |
| Banyan Partners, LLC | 132.70K | Sep 30, 14 | +44.20K | 0.03% |
| 1919 Investment Counsel, LLC | 500 | Sep 30, 14 | +500 | 0.00% |
| BlueCrest Capital Management LLP | -- | Sep 30, 14 | -384.25K | -- |
| KMS FINANCIAL SERVICES, INC | 29.41K | Jun 30, 14 | -54.01K | 0.01% |
| Man Investments Ltd | -- | Jun 30, 14 | -61.23K | -- |
| Wilmington Funds Management Corp | -- | Jun 30, 14 | -16.81K | -- |
| SAC Capital Advisors LP | 16.36K | Mar 31, 14 | -35.08K | 0.00% |
| Jane Street Holding, LLC | 18.26K | Dec 31, 13 | +18.26K | 0.00% |
| Daiwa Capital Markets America Inc. | 2.00K | Dec 31, 13 | +2.00K | 0.00% |
| SIGNET MANAGEMENT USA, LLC | 1.31K | Dec 31, 13 | +1.31K | 0.00% |
| STIFEL NICOLAUS & CO INC \MO\ | 42.00K | Sep 30, 13 | +14.10K | 0.01% |
| KNIGHT CAPITAL GROUP LLC | 29.53K | Jun 30, 13 | -55.58K | 0.01% |
| Irish Life Investment Managers Ltd. | 8.34K | Jun 30, 13 | -- | 0.00% |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 79.37K | Mar 31, 13 | +8.71K | 0.02% |
| Manulife Investment Management (North America) Ltd | 48.72K | Mar 31, 13 | +12.03K | 0.01% |
| First Allied Securities, Inc. | 37.20K | Jun 30, 12 | +650 | 0.01% |
| Meehan Mutual Funds, Inc. | 300 | Mar 31, 06 | +300 | 0.00% |