PIMCO Corporate & Income Opportunity Fund(PTY)

$11.73▼-0.18 (-1.51%)

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PIMCO Corporate & Income Opportunity Fund(PTY)

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$11.73▼-0.18 (-1.51%)

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PTY(PTY)

PTY

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 310 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	2.74M	Mar 31, 26	+85.35K	1.43%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.72M	Mar 31, 26	+129.51K	1.42%
MORGAN STANLEY	2.58M	Mar 31, 26	+63.24K	1.35%
WELLS FARGO & COMPANY/MN	2.14M	Mar 31, 26	+1.52M	1.12%
XML Financial, LLC	1.59M	Mar 31, 26	-5.61K	0.83%
Invesco Ltd.	1.38M	Mar 31, 26	+52.24K	0.72%
Cetera Investment Advisers	1.15M	Mar 31, 26	+33.53K	0.60%
ENVESTNET ASSET MANAGEMENT INC	836.91K	Mar 31, 26	+55.71K	0.44%
ADVISOR GROUP HOLDINGS, INC.	817.24K	Mar 31, 26	+766	0.43%
Logan Stone Capital, LLC	784.87K	Mar 31, 26	-164.21K	0.41%
Private Advisor Group, LLC	656.50K	Mar 31, 26	-129.34K	0.34%
PFG Investments, LLC	627.33K	Mar 31, 26	-3.55K	0.33%
GUGGENHEIM CAPITAL LLC	615.02K	Mar 31, 26	+204.33K	0.32%
ROYAL BANK OF CANADA	600.31K	Mar 31, 26	+16.24K	0.31%
Equitable Holdings, Inc.	548.47K	Mar 31, 26	+99.55K	0.29%
Accel Wealth Management	504.40K	Mar 31, 26	+1.81K	0.26%
Cambridge Investment Research Advisors, Inc.	500.16K	Mar 31, 26	+1.52K	0.26%
COMMONWEALTH EQUITY SERVICES, LLC	458.92K	Mar 31, 26	-37.14K	0.24%
Kestra Advisory Services, LLC	409.37K	Mar 31, 26	+5.79K	0.21%
Independent Advisor Alliance	371.81K	Mar 31, 26	+357.68K	0.19%
Golden State Equity Partners	368.36K	Mar 31, 26	+192.52K	0.19%
Evergreen Wealth Management, LLC	365.64K	Mar 31, 26	+13.41K	0.19%
Dynamic Advisor Solutions LLC	349.79K	Mar 31, 26	+71.08K	0.18%
TRUIST FINANCIAL CORP	288.16K	Mar 31, 26	-160.98K	0.15%
RIVERNORTH CAPITAL MANAGEMENT, LLC	286.36K	Mar 31, 26	-955.95K	0.15%
Noble Wealth Management PBC	261.61K	Mar 31, 26	+37.75K	0.14%
Thomas J. Herzfeld Advisors, Inc.	249.98K	Mar 31, 26	+194.16K	0.13%
RAYMOND JAMES FINANCIAL INC	231.01K	Mar 31, 26	-353.28K	0.12%
Steward Partners Investment Advisory, LLC	222.84K	Mar 31, 26	+34.23K	0.12%
JANE STREET GROUP, LLC	209.44K	Mar 31, 26	-138.89K	0.11%
Strategic Wealth Partners, Ltd.	198.06K	Mar 31, 26	+111	0.10%
PRINCIPAL SECURITIES, INC.	188.84K	Mar 31, 26	+9.10K	0.10%
UBS Group AG	186.21K	Mar 31, 26	-9.84K	0.10%
Beta Wealth Group, Inc.	176.72K	Mar 31, 26	+176.72K	0.09%
STIFEL FINANCIAL CORP	175.28K	Mar 31, 26	+6.23K	0.09%
Smith Asset Management Co., LLC	165.20K	Mar 31, 26	+2.82K	0.09%
Elm3 Financial Group, LLC	160.03K	Mar 31, 26	-6.39K	0.08%
AG Asset Advisory, LLC	152.40K	Mar 31, 26	+131.44K	0.08%
XTX Topco Ltd	148.79K	Mar 31, 26	+14.66K	0.08%
Plotkin Financial Advisors, LLC	131.44K	Mar 31, 26	+4.33K	0.07%
Mariner, LLC	130.45K	Mar 31, 26	+33.25K	0.07%
Zullo Investment Group, Inc.	128.97K	Mar 31, 26	-11.06K	0.07%
Covenant Asset Management, LLC	126.08K	Mar 31, 26	+3.41K	0.07%
Ausdal Financial Partners, Inc.	115.57K	Mar 31, 26	+26.34K	0.06%
C2C Wealth Management, LLC	108.98K	Mar 31, 26	+14.29K	0.06%
CAPTRUST FINANCIAL ADVISORS	106.71K	Mar 31, 26	+26.85K	0.06%
Financial Engines Advisors L.L.C.	106.03K	Mar 31, 26	+8.62K	0.06%
UMB Bank, n.a.	99.00K	Mar 31, 26	--	0.05%
NBT BANK N A /NY	98.40K	Mar 31, 26	--	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	93.24K	Mar 31, 26	-3.47K	0.05%
CARY STREET PARTNERS FINANCIAL LLC	90.71K	Mar 31, 26	+13.80K	0.05%
OPPENHEIMER & CO INC	86.75K	Mar 31, 26	-265	0.05%
Samalin Investment Counsel, LLC	83.85K	Mar 31, 26	-2.75K	0.04%
ABSOLUTE INVESTMENT ADVISERS, LLC	82.64K	Mar 31, 26	+82.64K	0.04%
Wealthspire Advisors, LLC	76.65K	Mar 31, 26	+184	0.04%
Shay Capital LLC	74.47K	Mar 31, 26	+74.47K	0.04%
Janney Montgomery Scott LLC	71.16K	Mar 31, 26	-3.18K	0.04%
READYSTATE ASSET MANAGEMENT LP	70.43K	Mar 31, 26	+29.49K	0.04%
HighTower Advisors, LLC	69.10K	Mar 31, 26	+6.52K	0.04%
Cornerstone Wealth Management, LLC	68.11K	Mar 31, 26	+2.39K	0.04%
Triumph Capital Management	67.15K	Mar 31, 26	+1.86K	0.04%
Sanctuary Advisors, LLC	65.90K	Mar 31, 26	-5.82K	0.03%
ORLEANS CAPITAL MANAGEMENT CORP/LA	64.83K	Mar 31, 26	--	0.03%
Main Street Group, LTD	64.66K	Mar 31, 26	+21.58K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	62.14K	Mar 31, 26	+23.43K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	61.27K	Mar 31, 26	-27.04K	0.03%
EXENCIAL WEALTH ADVISORS, LLC	61.02K	Mar 31, 26	-1.51K	0.03%
MML INVESTORS SERVICES, LLC	59.55K	Mar 31, 26	-6.39K	0.03%
Resources Investment Advisors, LLC.	58.84K	Mar 31, 26	-9.80K	0.03%
Sovran Advisors, LLC	54.70K	Mar 31, 26	-90	0.03%
HARBOUR INVESTMENTS, INC.	54.48K	Mar 31, 26	+31.00K	0.03%
MINDSET WEALTH MANAGEMENT, LLC	51.78K	Mar 31, 26	+25.00K	0.03%
GHE, LLC	51.45K	Mar 31, 26	-4.00K	0.03%
HOLLENCREST CAPITAL MANAGEMENT	46.51K	Mar 31, 26	--	0.02%
WEALTH EFFECTS LLC	46.38K	Mar 31, 26	+46.38K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	45.03K	Mar 31, 26	-1.19K	0.02%
Accelerate Investment Advisors LLC	44.45K	Mar 31, 26	+15.80K	0.02%
NWAM LLC	43.82K	Mar 31, 26	+1.60K	0.02%
Sigma Planning Corp	42.82K	Mar 31, 26	-2.46K	0.02%
Rockefeller Capital Management L.P.	41.32K	Mar 31, 26	+7.86K	0.02%
CHOREO, LLC	39.55K	Mar 31, 26	+21.56K	0.02%
NWF Advisory Services Inc.	39.40K	Mar 31, 26	+3.59K	0.02%
Virtu Financial LLC	38.74K	Mar 31, 26	+38.74K	0.02%
PRIVATE TRUST CO NA	37.40K	Mar 31, 26	--	0.02%
RMG Wealth Management LLC	36.31K	Mar 31, 26	+36.31K	0.02%
Quarry LP	34.43K	Mar 31, 26	+34.43K	0.02%
DELTA FINANCIAL ADVISORS LLC	34.38K	Mar 31, 26	-1.95K	0.02%
IHT Wealth Management, LLC	33.65K	Mar 31, 26	+33.65K	0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	33.07K	Mar 31, 26	--	0.02%
Capital Analysts, LLC	32.95K	Mar 31, 26	+1.30K	0.02%
Pensionmark Financial Group, LLC	31.79K	Mar 31, 26	+37	0.02%
Stratos Wealth Partners, LTD.	31.14K	Mar 31, 26	+31.14K	0.02%
Lido Advisors, LLC	30.95K	Mar 31, 26	+326	0.02%
AE Wealth Management LLC	30.60K	Mar 31, 26	-56.74K	0.02%
Red Door Wealth Management, LLC	30.12K	Mar 31, 26	--	0.02%
Collaborative Wealth Managment Inc.	29.83K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	29.82K	Mar 31, 26	+29.82K	0.02%
Argyle Capital Partners, LLC	26.54K	Mar 31, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	26.53K	Mar 31, 26	-713	0.01%
Beacon Pointe Advisors, LLC	25.07K	Mar 31, 26	+13.25K	0.01%
Belpointe Asset Management LLC	25.00K	Mar 31, 26	-4.07K	0.01%
PARK AVENUE SECURITIES LLC	24.43K	Mar 31, 26	--	0.01%
NORTHERN TRUST CORP	24.36K	Mar 31, 26	--	0.01%
Taylor & Morgan Wealth Management, LLC	23.66K	Mar 31, 26	+618	0.01%
Kingsview Wealth Management, LLC	23.07K	Mar 31, 26	-6.29K	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	22.66K	Mar 31, 26	-159	0.01%
IAMS WEALTH MANAGEMENT, LLC	22.00K	Mar 31, 26	--	0.01%
Creative Planning	21.44K	Mar 31, 26	-2.90K	0.01%
PATRON PARTNERS, LLC	21.38K	Mar 31, 26	+90	0.01%
SYM FINANCIAL Corp	20.13K	Mar 31, 26	+881	0.01%
Madison Wealth Partners, Inc	19.62K	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	19.58K	Mar 31, 26	+6.34K	0.01%
VestGen Advisors, LLC	19.40K	Mar 31, 26	--	0.01%
Colony Group, LLC	19.08K	Mar 31, 26	+6.61K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	18.40K	Mar 31, 26	+452	0.01%
INSIGNEO ADVISORY SERVICES, LLC	18.24K	Mar 31, 26	+4.74K	0.01%
Wealth Alliance Advisory Group, LLC	17.85K	Mar 31, 26	--	0.01%
D.A. DAVIDSON & CO.	17.83K	Mar 31, 26	-3.61K	0.01%
PATTEN & PATTEN INC/TN	17.47K	Mar 31, 26	+473	0.01%
SRS Capital Advisors, Inc.	17.17K	Mar 31, 26	+17.17K	0.01%
HighPoint Advisor Group LLC	16.96K	Mar 31, 26	+2.21K	0.01%
FULTON BREAKEFIELD BROENNIMAN LLC	16.75K	Mar 31, 26	--	0.01%
Institute for Wealth Management, LLC.	16.74K	Mar 31, 26	+67	0.01%
TPG Advisors LLC	15.62K	Mar 31, 26	-13.19K	0.01%
McAdam, LLC	15.32K	Mar 31, 26	-1	0.01%
Allworth Financial LP	15.13K	Mar 31, 26	-29	0.01%
WEDBUSH SECURITIES INC	15.01K	Mar 31, 26	+3.30K	0.01%
Disciplined Investments, LLC	15.00K	Mar 31, 26	--	0.01%
Rathbones Group PLC	15.00K	Mar 31, 26	+15.00K	0.01%
NOMURA HOLDINGS INC	14.80K	Mar 31, 26	-5.00K	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	14.69K	Mar 31, 26	+14.69K	0.01%
Wharton Business Group, LLC	14.64K	Mar 31, 26	+14.64K	0.01%
Beacon Financial Advisory LLC	14.42K	Mar 31, 26	+918	0.01%
INSTRUMENTAL WEALTH, LLC	13.32K	Mar 31, 26	+33	0.01%
BlackRock, Inc.	13.16K	Mar 31, 26	--	0.01%
SCOTIA CAPITAL INC.	13.15K	Mar 31, 26	+72	0.01%
Avestar Capital, LLC	12.00K	Mar 31, 26	+12.00K	0.01%
STEPHENS INC /AR/	11.52K	Mar 31, 26	+1.32K	0.01%
TWO SIGMA SECURITIES, LLC	11.34K	Mar 31, 26	-2.72K	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	11.13K	Mar 31, 26	+11.13K	0.01%
Significant Wealth Partners LLC	10.90K	Mar 31, 26	+10.90K	0.01%
NBC SECURITIES, INC.	10.83K	Mar 31, 26	--	0.01%
CWM, LLC	10.61K	Mar 31, 26	+4.25K	0.01%
BSW Wealth Partners	10.54K	Mar 31, 26	+10.54K	0.01%
TABLEAUX LLC	10.32K	Mar 31, 26	+10.32K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	10.31K	Mar 31, 26	+284	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	10.00K	Mar 31, 26	-15.69K	0.01%
Osbon Capital Management LLC	8.99K	Mar 31, 26	+8.99K	0.00%
AMERIFLEX GROUP, INC.	8.10K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	7.89K	Mar 31, 26	+214	0.00%
HARBOR INVESTMENT ADVISORY, LLC	6.11K	Mar 31, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	5.66K	Mar 31, 26	+5.66K	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	4.73K	Mar 31, 26	+4.73K	0.00%
Spire Wealth Management	4.48K	Mar 31, 26	+1	0.00%
Parallel Advisors, LLC	4.45K	Mar 31, 26	-962	0.00%
EverSource Wealth Advisors, LLC	3.90K	Mar 31, 26	-5.05K	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	3.44K	Mar 31, 26	-856	0.00%
Bank of New Hampshire	3.42K	Mar 31, 26	--	0.00%
FNY Investment Advisers, LLC	3.20K	Mar 31, 26	--	0.00%
Nova Wealth Management, Inc.	3.02K	Mar 31, 26	--	0.00%
MAI Capital Management	3.00K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	2.69K	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	2.65K	Mar 31, 26	+2.65K	0.00%
Versant Capital Management, Inc	2.50K	Mar 31, 26	--	0.00%
WEBSTER BANK, N. A.	2.20K	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	2.00K	Mar 31, 26	+2.00K	0.00%
EASTERN BANK	1.80K	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	1.60K	Mar 31, 26	--	0.00%
CX Institutional	1.51K	Mar 31, 26	+41	0.00%
Pinnacle Wealth Planning Services, Inc.	1.50K	Mar 31, 26	--	0.00%
Princeton Global Asset Management LLC	1.34K	Mar 31, 26	+36	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	1.23K	Mar 31, 26	+528	0.00%
PIN OAK INVESTMENT ADVISORS INC	1.21K	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	900	Mar 31, 26	-400	0.00%
Crewe Advisors LLC	850	Mar 31, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	745	Mar 31, 26	--	0.00%
Fortitude Family Office, LLC	700	Mar 31, 26	--	0.00%
Coston, McIsaac & Partners	675	Mar 31, 26	+19	0.00%
Smartleaf Asset Management LLC	602	Mar 31, 26	--	0.00%
ASSETMARK, INC	598	Mar 31, 26	+500	0.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	500	Mar 31, 26	--	0.00%
Advisors Asset Management, Inc.	500	Mar 31, 26	+500	0.00%
Beaird Harris Wealth Management, LLC	475	Mar 31, 26	+475	0.00%
Lloyd Advisory Services, LLC.	449	Mar 31, 26	+449	0.00%
Kingdom Financial Group LLC.	449	Mar 31, 26	+449	0.00%
Atlantic Union Bankshares Corp	425	Mar 31, 26	+425	0.00%
Advisory Services Network, LLC	303	Mar 31, 26	+303	0.00%
Ancora Advisors, LLC	300	Mar 31, 26	+300	0.00%
Physician Wealth Advisors, Inc.	300	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	300	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	250	Mar 31, 26	-600	0.00%
Sound Income Strategies, LLC	226	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	200	Mar 31, 26	+200	0.00%
BRYN MAWR TRUST Co	200	Mar 31, 26	--	0.00%
HOEY INVESTMENTS, INC	151	Mar 31, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	100	Mar 31, 26	+100	0.00%
SALEM INVESTMENT COUNSELORS INC	25	Mar 31, 26	+25	0.00%
MASSMUTUAL TRUST CO FSB/ADV	2	Mar 31, 26	--	0.00%
Boreal Capital Management LLC	1	Mar 31, 26	+1	0.00%
StoneX Group Inc.	--	Mar 31, 26	-20.32K	--
TOTH FINANCIAL ADVISORY CORP	--	Mar 31, 26	-7.30K	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-2.09K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-61.98K	--
Dodds Wealth, LLC	--	Mar 31, 26	-23.11K	--
Cresta Advisors, Ltd.	--	Mar 31, 26	-4.00K	--
CAHILL FINANCIAL ADVISORS INC	--	Mar 31, 26	-36.16K	--
BARCLAYS PLC	--	Mar 31, 26	-20.85K	--
ELEVATUS WELATH MANAGEMENT	--	Mar 31, 26	-10.13K	--
Indiana Trust & Investment Management CO	--	Mar 31, 26	-649	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-62	--
Sowell Financial Services LLC	--	Mar 31, 26	-20.30K	--
Presper Financial Architects, LLC	--	Mar 31, 26	-45.64K	--
Prospera Financial Services Inc	--	Mar 31, 26	-18.65K	--
Coastline Trust Co	--	Mar 31, 26	-100	--
Cerity Partners LLC	--	Mar 31, 26	-45.06K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-752	--
MILLENNIUM MANAGEMENT LLC	--	Mar 31, 26	-48.07K	--
Marex Group plc	--	Mar 31, 26	-271.90K	--
CI Private Wealth, LLC	--	Mar 31, 26	-10.27K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-85.25K	--
TD Waterhouse Canada Inc.	--	Mar 31, 26	-6.00K	--
ST GERMAIN D J CO INC	--	Mar 31, 26	-36	--
Root Financial Partners, LLC	--	Mar 31, 26	-500	--
Miracle Mile Advisors, LLC	--	Mar 31, 26	-20.39K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-3.78K	--
GSB Wealth Management, LLC	--	Mar 31, 26	-16.45K	--
CFO4Life Group, LLC	--	Mar 31, 26	-17.46K	--
BANK OF AMERICA CORP /DE/	351.57K	Dec 31, 25	-313.44K	0.18%
NewEdge Advisors, LLC	88.20K	Dec 31, 25	+6.39K	0.05%
Prosperity Wealth Management, Inc.	73.66K	Dec 31, 25	-22.12K	0.04%
Arkadios Wealth Advisors	40.11K	Dec 31, 25	+40.11K	0.02%
Sunbelt Securities, Inc.	32.04K	Dec 31, 25	+414	0.02%
Western Wealth Management, LLC	30.37K	Dec 31, 25	-1.98K	0.02%
CENTAURUS FINANCIAL, INC.	23.08K	Dec 31, 25	+258	0.01%
VERUS CAPITAL PARTNERS, LLC	19.43K	Dec 31, 25	+191	0.01%
COMERICA BANK	17.57K	Dec 31, 25	+487	0.01%
Global Retirement Partners, LLC	11.74K	Dec 31, 25	+120	0.01%
Heritage Wealth Advisors	1.92K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	1.50K	Dec 31, 25	--	0.00%
TRUST CO OF VERMONT	383	Dec 31, 25	--	0.00%
LEIGH BALDWIN & CO., LLC	--	Dec 31, 25	-10.84K	--
Apexium Financial, LP	25.44K	Sep 30, 25	+236	0.01%
OPTIMUM INVESTMENT ADVISORS	22.90K	Sep 30, 25	--	0.01%
GRIES FINANCIAL LLC	17.17K	Sep 30, 25	+17.17K	0.01%
AllSquare Wealth Management LLC	700	Sep 30, 25	--	0.00%
Copperwynd Financial, LLC	27.41K	Jun 30, 25	+628	0.01%
Capital Market Strategies LLC	20.96K	Jun 30, 25	+20.96K	0.01%
AVANTAX ADVISORY SERVICES, INC.	16.01K	Jun 30, 25	-323	0.01%
TFG Advisers LLC	11.98K	Jun 30, 25	-320	0.01%
Atria Wealth Solutions, Inc.	10.05K	Jun 30, 25	-35.80K	0.01%
Sheaff Brock Investment Advisors, LLC	10.13K	Mar 31, 25	+10.13K	0.01%
AlphaMark Advisors, LLC	8.28K	Dec 31, 24	+229	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-232	--
Raymond James Financial Services Advisors, Inc.	524.51K	Sep 30, 24	+62.18K	0.27%
RAYMOND JAMES & ASSOCIATES	109.33K	Sep 30, 24	+5.82K	0.06%
RAYMOND JAMES TRUST N.A.	35.65K	Sep 30, 24	--	0.02%
All Season Financial Advisors, Inc.	34.05K	Sep 30, 24	+308	0.02%
SpiderRock Advisors, LLC	17.00K	Sep 30, 24	--	0.01%
M&R CAPITAL MANAGEMENT INC	1.80K	Sep 30, 24	--	0.00%
ICA Group Wealth Management, LLC	2.85K	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	463.89K	Mar 31, 24	+78.36K	0.24%
Cetera Advisors LLC	87.10K	Mar 31, 24	+58.97K	0.05%
FOCUS FINANCIAL NETWORK INC /ADV	138.91K	Dec 31, 23	+138.91K	0.07%
Bartlett & Co. LLC	2.00K	Dec 31, 23	--	0.00%
Baystate Wealth Management LLC	504	Dec 31, 23	+504	0.00%
Sutton Wealth Advisors Inc.	9.67K	Sep 30, 23	--	0.01%
Johnson Midwest Financial, LLC	6.84K	Sep 30, 23	+16	0.00%
BDO Wealth Advisors, LLC	45.75K	Jun 30, 23	-1.96K	0.02%
Ahrens Investment Partners LLC	3.50K	Mar 31, 23	+3.50K	0.00%
Equius Partners, Inc.	12.62K	Dec 31, 22	+347	0.01%
American Portfolios Advisors	18.69K	Sep 30, 22	--	0.01%
Danda Trouve Investment Management, Inc.	6.36K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-1.53K	--
Biltmore Capital Advisors LLC	20.00K	Dec 31, 21	+20.00K	0.01%
Crescent Capital Consulting, LLC	13.40K	Dec 31, 21	+259	0.01%
Carroll Financial Associates, Inc.	4.29K	Dec 31, 21	+4.29K	0.00%
REILLY FINANCIAL ADVISORS, LLC	2.03K	Dec 31, 21	+228	0.00%
NEXT Financial Group, Inc	1.45K	Dec 31, 21	-3.75K	0.00%
Homrich & Berg	47.22K	Sep 30, 21	-4.99K	0.02%
Ameritas Investment Company, LLC	24.53K	Sep 30, 21	+17.63K	0.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	23.85K	Sep 30, 21	+2.70K	0.01%
Sonora Investment Management, LLC	4.23K	Sep 30, 21	+2.23K	0.00%
20/20 Capital Management, Inc.	11.08K	Jun 30, 21	+48	0.01%
Hoover Financial Advisors, Inc.	1.58K	Jun 30, 21	+1.58K	0.00%
LUCAS CAPITAL MANAGEMENT	12.30K	Dec 31, 20	+12.30K	0.01%
First Allied Advisory Services, Inc.	29.52K	Sep 30, 20	-561	0.02%
Watson Rebecca	--	Sep 30, 20	-5.44K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	396.36K	Dec 31, 19	+51.45K	0.21%
Advisor Group, Inc.	295.89K	Dec 31, 19	+4.08K	0.15%
COBIZ WEALTH, LLC	10.00K	Jun 30, 19	-4.00K	0.01%
LOEB PARTNERS CORP	400	Mar 31, 19	--	0.00%
Benchmark Capital Advisors	19.60K	Dec 31, 18	--	0.01%
Opera Trading Capital	18.69K	Dec 31, 18	+18.69K	0.01%
IFC Holdings Incorporated/FL	27.20K	Dec 31, 17	+55	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-57.07K	--
Commonwealth Equity Services, Inc	341.15K	Jun 30, 17	+62.65K	0.18%
TRENT CAPITAL MANAGEMENT INC /NC/	20.55K	Jun 30, 17	+20.55K	0.01%
MSI Financial Services Inc	36.69K	Dec 31, 16	-12.92K	0.02%
Investors Capital Advisory Services	24.43K	Jun 30, 16	+2.45K	0.01%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-39	--
COHEN & STEERS CAPITAL MANAGEMENT INC	468.69K	Mar 31, 15	+468.69K	0.24%
Gary Goldberg Planning Services Inc	4.50K	Dec 31, 14	-2.71K	0.00%
NEW ENGLAND SECURITIES CORP /MA/	12	Dec 31, 14	--	0.00%
UBS AG	928.25K	Sep 30, 14	+148.26K	0.48%
1919 Investment Counsel, LLC	1.50K	Sep 30, 14	--	0.00%
SIGNET MANAGEMENT USA, LLC	4.82K	Dec 31, 13	+4.82K	0.00%
Jane Street Holding, LLC	--	Dec 31, 13	-12.07K	--
KNIGHT CAPITAL GROUP LLC	10.49K	Jun 30, 13	+10.49K	0.01%
First Allied Securities, Inc.	35.06K	Jun 30, 12	+961	0.02%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	170.44K	Jun 30, 10	+23.65K	0.09%

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Holder

Date

Change

% Held

LPL Financial LLC

2.74M

Mar 31, 26

+85.35K

1.43%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.72M

Mar 31, 26

+129.51K

1.42%

MORGAN STANLEY

2.58M

Mar 31, 26

+63.24K

1.35%

WELLS FARGO & COMPANY/MN

2.14M

Mar 31, 26

+1.52M

1.12%

XML Financial, LLC

1.59M

Mar 31, 26

-5.61K

0.83%

Invesco Ltd.

1.38M

Mar 31, 26

+52.24K

0.72%

Cetera Investment Advisers

1.15M

Mar 31, 26

+33.53K

0.60%

ENVESTNET ASSET MANAGEMENT INC

836.91K

Mar 31, 26

+55.71K

0.44%

ADVISOR GROUP HOLDINGS, INC.

817.24K

Mar 31, 26

+766

0.43%

Logan Stone Capital, LLC

784.87K

Mar 31, 26

-164.21K

0.41%

Private Advisor Group, LLC

656.50K

Mar 31, 26

-129.34K

0.34%

PFG Investments, LLC

627.33K

Mar 31, 26

-3.55K

0.33%

GUGGENHEIM CAPITAL LLC

615.02K

Mar 31, 26

+204.33K

0.32%

ROYAL BANK OF CANADA

600.31K

Mar 31, 26

+16.24K

0.31%

Equitable Holdings, Inc.

548.47K

Mar 31, 26

+99.55K

0.29%

Accel Wealth Management

504.40K

Mar 31, 26

+1.81K

0.26%

Cambridge Investment Research Advisors, Inc.

500.16K

Mar 31, 26

+1.52K

0.26%

COMMONWEALTH EQUITY SERVICES, LLC

458.92K

Mar 31, 26

-37.14K

0.24%

Kestra Advisory Services, LLC

409.37K

Mar 31, 26

+5.79K

0.21%

Independent Advisor Alliance

371.81K

Mar 31, 26

+357.68K

0.19%

Golden State Equity Partners

368.36K

Mar 31, 26

+192.52K

0.19%

Evergreen Wealth Management, LLC

365.64K

Mar 31, 26

+13.41K

0.19%

Dynamic Advisor Solutions LLC

349.79K

Mar 31, 26

+71.08K

0.18%

TRUIST FINANCIAL CORP

288.16K

Mar 31, 26

-160.98K

0.15%

RIVERNORTH CAPITAL MANAGEMENT, LLC

286.36K

Mar 31, 26

-955.95K

0.15%

Noble Wealth Management PBC

261.61K

Mar 31, 26

+37.75K

0.14%

Thomas J. Herzfeld Advisors, Inc.

249.98K

Mar 31, 26

+194.16K

0.13%

RAYMOND JAMES FINANCIAL INC

231.01K

Mar 31, 26

-353.28K

0.12%

Steward Partners Investment Advisory, LLC

222.84K

Mar 31, 26

+34.23K

0.12%

JANE STREET GROUP, LLC

209.44K

Mar 31, 26

-138.89K

0.11%

Strategic Wealth Partners, Ltd.

198.06K

Mar 31, 26

+111

0.10%

PRINCIPAL SECURITIES, INC.

188.84K

Mar 31, 26

+9.10K

0.10%

UBS Group AG

186.21K

Mar 31, 26

-9.84K

0.10%

Beta Wealth Group, Inc.

176.72K

Mar 31, 26

+176.72K

0.09%

STIFEL FINANCIAL CORP

175.28K

Mar 31, 26

+6.23K

0.09%

Smith Asset Management Co., LLC

165.20K

Mar 31, 26

+2.82K

0.09%

Elm3 Financial Group, LLC

160.03K

Mar 31, 26

-6.39K

0.08%

AG Asset Advisory, LLC

152.40K

Mar 31, 26

+131.44K

0.08%

XTX Topco Ltd

148.79K

Mar 31, 26

+14.66K

0.08%

Plotkin Financial Advisors, LLC

131.44K

Mar 31, 26

+4.33K

0.07%

Mariner, LLC

130.45K

Mar 31, 26

+33.25K

0.07%

Zullo Investment Group, Inc.

128.97K

Mar 31, 26

-11.06K

0.07%

Covenant Asset Management, LLC

126.08K

Mar 31, 26

+3.41K

0.07%

Ausdal Financial Partners, Inc.

115.57K

Mar 31, 26

+26.34K

0.06%

C2C Wealth Management, LLC

108.98K

Mar 31, 26

+14.29K

0.06%

CAPTRUST FINANCIAL ADVISORS

106.71K

Mar 31, 26

+26.85K

0.06%

Financial Engines Advisors L.L.C.

106.03K

Mar 31, 26

+8.62K

0.06%

UMB Bank, n.a.

99.00K

Mar 31, 26

0.05%

NBT BANK N A /NY

98.40K

Mar 31, 26

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

93.24K

Mar 31, 26

-3.47K

0.05%

CARY STREET PARTNERS FINANCIAL LLC

90.71K

Mar 31, 26

+13.80K

0.05%

OPPENHEIMER & CO INC

86.75K

Mar 31, 26

-265

0.05%

Samalin Investment Counsel, LLC

83.85K

Mar 31, 26

-2.75K

0.04%

ABSOLUTE INVESTMENT ADVISERS, LLC

82.64K

Mar 31, 26

+82.64K

0.04%

Wealthspire Advisors, LLC

76.65K

Mar 31, 26

+184

0.04%

Shay Capital LLC

74.47K

Mar 31, 26

+74.47K

0.04%

Janney Montgomery Scott LLC

71.16K

Mar 31, 26

-3.18K

0.04%

READYSTATE ASSET MANAGEMENT LP

70.43K

Mar 31, 26

+29.49K

0.04%

HighTower Advisors, LLC

69.10K

Mar 31, 26

+6.52K

0.04%

Cornerstone Wealth Management, LLC

68.11K

Mar 31, 26

+2.39K

0.04%

Triumph Capital Management

67.15K

Mar 31, 26

+1.86K

0.04%

Sanctuary Advisors, LLC

65.90K

Mar 31, 26

-5.82K

0.03%

ORLEANS CAPITAL MANAGEMENT CORP/LA

64.83K

Mar 31, 26

0.03%

Main Street Group, LTD

64.66K

Mar 31, 26

+21.58K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

62.14K

Mar 31, 26

+23.43K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

61.27K

Mar 31, 26

-27.04K

0.03%

EXENCIAL WEALTH ADVISORS, LLC

61.02K

Mar 31, 26

-1.51K

0.03%

MML INVESTORS SERVICES, LLC

59.55K

Mar 31, 26

-6.39K

0.03%

Resources Investment Advisors, LLC.

58.84K

Mar 31, 26

-9.80K

0.03%

Sovran Advisors, LLC

54.70K

Mar 31, 26

-90

0.03%

HARBOUR INVESTMENTS, INC.

54.48K

Mar 31, 26

+31.00K

0.03%

MINDSET WEALTH MANAGEMENT, LLC

51.78K

Mar 31, 26

+25.00K

0.03%

GHE, LLC

51.45K

Mar 31, 26

-4.00K

0.03%

HOLLENCREST CAPITAL MANAGEMENT

46.51K

Mar 31, 26

0.02%

WEALTH EFFECTS LLC

46.38K

Mar 31, 26

+46.38K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

45.03K

Mar 31, 26

-1.19K

0.02%

Accelerate Investment Advisors LLC

44.45K

Mar 31, 26

+15.80K

0.02%

NWAM LLC

43.82K

Mar 31, 26

+1.60K

0.02%

Sigma Planning Corp

42.82K

Mar 31, 26

-2.46K

0.02%

Rockefeller Capital Management L.P.

41.32K

Mar 31, 26

+7.86K

0.02%

CHOREO, LLC

39.55K

Mar 31, 26

+21.56K

0.02%

NWF Advisory Services Inc.

39.40K

Mar 31, 26

+3.59K

0.02%

Virtu Financial LLC

38.74K

Mar 31, 26

+38.74K

0.02%

PRIVATE TRUST CO NA

37.40K

Mar 31, 26

0.02%

RMG Wealth Management LLC

36.31K

Mar 31, 26

+36.31K

0.02%

Quarry LP

34.43K

Mar 31, 26

+34.43K

0.02%

DELTA FINANCIAL ADVISORS LLC

34.38K

Mar 31, 26

-1.95K

0.02%

IHT Wealth Management, LLC

33.65K

Mar 31, 26

+33.65K

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

33.07K

Mar 31, 26

0.02%

Capital Analysts, LLC

32.95K

Mar 31, 26

+1.30K

0.02%

Pensionmark Financial Group, LLC

31.79K

Mar 31, 26

+37

0.02%

Stratos Wealth Partners, LTD.

31.14K

Mar 31, 26

+31.14K

0.02%

Lido Advisors, LLC

30.95K

Mar 31, 26

+326

0.02%

AE Wealth Management LLC

30.60K

Mar 31, 26

-56.74K

0.02%

Red Door Wealth Management, LLC

30.12K

Mar 31, 26

0.02%

Collaborative Wealth Managment Inc.

29.83K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

29.82K

Mar 31, 26

+29.82K

0.02%

Argyle Capital Partners, LLC

26.54K

Mar 31, 26

0.01%

B. Riley Wealth Advisors, Inc.

26.53K

Mar 31, 26

-713

0.01%

Beacon Pointe Advisors, LLC

25.07K

Mar 31, 26

+13.25K

0.01%

Belpointe Asset Management LLC

25.00K

Mar 31, 26

-4.07K

0.01%

PARK AVENUE SECURITIES LLC

24.43K

Mar 31, 26

0.01%

NORTHERN TRUST CORP

24.36K

Mar 31, 26

0.01%

Taylor & Morgan Wealth Management, LLC

23.66K

Mar 31, 26

+618

0.01%

Kingsview Wealth Management, LLC

23.07K

Mar 31, 26

-6.29K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

22.66K

Mar 31, 26

-159

0.01%

IAMS WEALTH MANAGEMENT, LLC

22.00K

Mar 31, 26

0.01%

Creative Planning

21.44K

Mar 31, 26

-2.90K

0.01%

PATRON PARTNERS, LLC

21.38K

Mar 31, 26

+90

0.01%

SYM FINANCIAL Corp

20.13K

Mar 31, 26

+881

0.01%

Madison Wealth Partners, Inc

19.62K

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

19.58K

Mar 31, 26

+6.34K

0.01%

VestGen Advisors, LLC

19.40K

Mar 31, 26

0.01%

Colony Group, LLC

19.08K

Mar 31, 26

+6.61K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

18.40K

Mar 31, 26

+452

0.01%

INSIGNEO ADVISORY SERVICES, LLC

18.24K

Mar 31, 26

+4.74K

0.01%

Wealth Alliance Advisory Group, LLC

17.85K

Mar 31, 26

0.01%

D.A. DAVIDSON & CO.

17.83K

Mar 31, 26

-3.61K

0.01%

PATTEN & PATTEN INC/TN

17.47K

Mar 31, 26

+473

0.01%

SRS Capital Advisors, Inc.

17.17K

Mar 31, 26

+17.17K

0.01%

HighPoint Advisor Group LLC

16.96K

Mar 31, 26

+2.21K

0.01%

FULTON BREAKEFIELD BROENNIMAN LLC

16.75K

Mar 31, 26

0.01%

Institute for Wealth Management, LLC.

16.74K

Mar 31, 26

+67

0.01%

TPG Advisors LLC

15.62K

Mar 31, 26

-13.19K

0.01%

McAdam, LLC

15.32K

Mar 31, 26

-1

0.01%

Allworth Financial LP

15.13K

Mar 31, 26

-29

0.01%

WEDBUSH SECURITIES INC

15.01K

Mar 31, 26

+3.30K

0.01%

Disciplined Investments, LLC

15.00K

Mar 31, 26

0.01%

Rathbones Group PLC

15.00K

Mar 31, 26

+15.00K

0.01%

NOMURA HOLDINGS INC

14.80K

Mar 31, 26

-5.00K

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

14.69K

Mar 31, 26

+14.69K

0.01%

Wharton Business Group, LLC

14.64K

Mar 31, 26

+14.64K

0.01%

Beacon Financial Advisory LLC

14.42K

Mar 31, 26

+918

0.01%

INSTRUMENTAL WEALTH, LLC

13.32K

Mar 31, 26

+33

0.01%

BlackRock, Inc.

13.16K

Mar 31, 26

0.01%

SCOTIA CAPITAL INC.

13.15K

Mar 31, 26

+72

0.01%

Avestar Capital, LLC

12.00K

Mar 31, 26

+12.00K

0.01%

STEPHENS INC /AR/

11.52K

Mar 31, 26

+1.32K

0.01%

TWO SIGMA SECURITIES, LLC

11.34K

Mar 31, 26

-2.72K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

11.13K

Mar 31, 26

+11.13K

0.01%

Significant Wealth Partners LLC

10.90K

Mar 31, 26

+10.90K

0.01%

NBC SECURITIES, INC.

10.83K

Mar 31, 26

0.01%

CWM, LLC

10.61K

Mar 31, 26

+4.25K

0.01%

BSW Wealth Partners

10.54K

Mar 31, 26

+10.54K

0.01%

TABLEAUX LLC

10.32K

Mar 31, 26

+10.32K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

10.31K

Mar 31, 26

+284

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

10.00K

Mar 31, 26

-15.69K

0.01%

Osbon Capital Management LLC

8.99K

Mar 31, 26

+8.99K

0.00%

AMERIFLEX GROUP, INC.

8.10K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

7.89K

Mar 31, 26

+214

0.00%

HARBOR INVESTMENT ADVISORY, LLC

6.11K

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

5.66K

Mar 31, 26

+5.66K

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

4.73K

Mar 31, 26

+4.73K

0.00%

Spire Wealth Management

4.48K

Mar 31, 26

0.00%

Parallel Advisors, LLC

4.45K

Mar 31, 26

-962

0.00%

EverSource Wealth Advisors, LLC

3.90K

Mar 31, 26

-5.05K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

3.44K

Mar 31, 26

-856

0.00%

Bank of New Hampshire

3.42K

Mar 31, 26

0.00%

FNY Investment Advisers, LLC

3.20K

Mar 31, 26

0.00%

Nova Wealth Management, Inc.

3.02K

Mar 31, 26

0.00%

MAI Capital Management

3.00K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

2.69K

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

2.65K

Mar 31, 26

+2.65K

0.00%

Versant Capital Management, Inc

2.50K

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

2.20K

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

2.00K

Mar 31, 26

+2.00K

0.00%

EASTERN BANK

1.80K

Mar 31, 26

0.00%

Bogart Wealth, LLC

1.60K

Mar 31, 26

0.00%

CX Institutional

1.51K

Mar 31, 26

+41

0.00%

Pinnacle Wealth Planning Services, Inc.

1.50K

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

1.34K

Mar 31, 26

+36

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

1.23K

Mar 31, 26

+528

0.00%

PIN OAK INVESTMENT ADVISORS INC

1.21K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

900

Mar 31, 26

-400

0.00%

Crewe Advisors LLC

850

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

745

Mar 31, 26

0.00%

Fortitude Family Office, LLC

700

Mar 31, 26

0.00%

Coston, McIsaac & Partners

675

Mar 31, 26

+19

0.00%

Smartleaf Asset Management LLC

602

Mar 31, 26

0.00%

ASSETMARK, INC

598

Mar 31, 26

+500

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

500

Mar 31, 26

0.00%

Advisors Asset Management, Inc.

500

Mar 31, 26

+500

0.00%

Beaird Harris Wealth Management, LLC

475

Mar 31, 26

+475

0.00%

Lloyd Advisory Services, LLC.

449

Mar 31, 26

+449

0.00%

Kingdom Financial Group LLC.

449

Mar 31, 26

+449

0.00%

Atlantic Union Bankshares Corp

425

Mar 31, 26

+425

0.00%

Advisory Services Network, LLC

303

Mar 31, 26

+303

0.00%

Ancora Advisors, LLC

300

Mar 31, 26

+300

0.00%

Physician Wealth Advisors, Inc.

300

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

300

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

250

Mar 31, 26

-600

0.00%

Sound Income Strategies, LLC

226

Mar 31, 26

0.00%

SIGNATUREFD, LLC

200

Mar 31, 26

+200

0.00%

BRYN MAWR TRUST Co

200

Mar 31, 26

0.00%

HOEY INVESTMENTS, INC

151

Mar 31, 26

0.00%

Strategic Investment Solutions, Inc. /IL

100

Mar 31, 26

+100

0.00%

SALEM INVESTMENT COUNSELORS INC

Mar 31, 26

+25

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Mar 31, 26

0.00%

Boreal Capital Management LLC

Mar 31, 26

0.00%

StoneX Group Inc.

Mar 31, 26

-20.32K

TOTH FINANCIAL ADVISORY CORP

Mar 31, 26

-7.30K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-2.09K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-61.98K

Dodds Wealth, LLC

Mar 31, 26

-23.11K

Cresta Advisors, Ltd.

Mar 31, 26

-4.00K

CAHILL FINANCIAL ADVISORS INC

Mar 31, 26

-36.16K

BARCLAYS PLC

Mar 31, 26

-20.85K

ELEVATUS WELATH MANAGEMENT

Mar 31, 26

-10.13K

Indiana Trust & Investment Management CO

Mar 31, 26

-649

Tower Research Capital LLC (TRC)

Mar 31, 26

-62

Sowell Financial Services LLC

Mar 31, 26

-20.30K

Presper Financial Architects, LLC

Mar 31, 26

-45.64K

Prospera Financial Services Inc

Mar 31, 26

-18.65K

Coastline Trust Co

Mar 31, 26

-100

Cerity Partners LLC

Mar 31, 26

-45.06K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-752

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-48.07K

Marex Group plc

Mar 31, 26

-271.90K

CI Private Wealth, LLC

Mar 31, 26

-10.27K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-85.25K

TD Waterhouse Canada Inc.

Mar 31, 26

-6.00K

ST GERMAIN D J CO INC

Mar 31, 26

-36

Root Financial Partners, LLC

Mar 31, 26

-500

Miracle Mile Advisors, LLC

Mar 31, 26

-20.39K

Cape Investment Advisory, Inc.

Mar 31, 26

-3.78K

GSB Wealth Management, LLC

Mar 31, 26

-16.45K

CFO4Life Group, LLC

Mar 31, 26

-17.46K

BANK OF AMERICA CORP /DE/

351.57K

Dec 31, 25

-313.44K

0.18%

NewEdge Advisors, LLC

88.20K

Dec 31, 25

+6.39K

0.05%

Prosperity Wealth Management, Inc.

73.66K

Dec 31, 25

-22.12K

0.04%

Arkadios Wealth Advisors

40.11K

Dec 31, 25

+40.11K

0.02%

Sunbelt Securities, Inc.

32.04K

Dec 31, 25

+414

0.02%

Western Wealth Management, LLC

30.37K

Dec 31, 25

-1.98K

0.02%

CENTAURUS FINANCIAL, INC.

23.08K

Dec 31, 25

+258

0.01%

VERUS CAPITAL PARTNERS, LLC

19.43K

Dec 31, 25

+191

0.01%

COMERICA BANK

17.57K

Dec 31, 25

+487

0.01%

Global Retirement Partners, LLC

11.74K

Dec 31, 25

+120

0.01%

Heritage Wealth Advisors

1.92K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

1.50K

Dec 31, 25

0.00%

TRUST CO OF VERMONT

383

Dec 31, 25

0.00%

LEIGH BALDWIN & CO., LLC

Dec 31, 25

-10.84K

Apexium Financial, LP

25.44K

Sep 30, 25

+236

0.01%

OPTIMUM INVESTMENT ADVISORS

22.90K

Sep 30, 25

0.01%

GRIES FINANCIAL LLC

17.17K

Sep 30, 25

+17.17K

0.01%

AllSquare Wealth Management LLC

700

Sep 30, 25

0.00%

Copperwynd Financial, LLC

27.41K

Jun 30, 25

+628

0.01%

Capital Market Strategies LLC

20.96K

Jun 30, 25

+20.96K

0.01%

AVANTAX ADVISORY SERVICES, INC.

16.01K

Jun 30, 25

-323

0.01%

TFG Advisers LLC

11.98K

Jun 30, 25

-320

0.01%

Atria Wealth Solutions, Inc.

10.05K

Jun 30, 25

-35.80K

0.01%

Sheaff Brock Investment Advisors, LLC

10.13K

Mar 31, 25

+10.13K

0.01%

AlphaMark Advisors, LLC

8.28K

Dec 31, 24

+229

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-232

Raymond James Financial Services Advisors, Inc.

524.51K

Sep 30, 24

+62.18K

0.27%

RAYMOND JAMES & ASSOCIATES

109.33K

Sep 30, 24

+5.82K

0.06%

RAYMOND JAMES TRUST N.A.

35.65K

Sep 30, 24

0.02%

All Season Financial Advisors, Inc.

34.05K

Sep 30, 24

+308

0.02%

SpiderRock Advisors, LLC

17.00K

Sep 30, 24

0.01%

M&R CAPITAL MANAGEMENT INC

1.80K

Sep 30, 24

0.00%

ICA Group Wealth Management, LLC

2.85K

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

463.89K

Mar 31, 24

+78.36K

0.24%

Cetera Advisors LLC

87.10K

Mar 31, 24

+58.97K

0.05%

FOCUS FINANCIAL NETWORK INC /ADV

138.91K

Dec 31, 23

+138.91K

0.07%

Bartlett & Co. LLC

2.00K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

504

Dec 31, 23

+504

0.00%

Sutton Wealth Advisors Inc.

9.67K

Sep 30, 23

0.01%

Johnson Midwest Financial, LLC

6.84K

Sep 30, 23

+16

0.00%

BDO Wealth Advisors, LLC

45.75K

Jun 30, 23

-1.96K

0.02%

Ahrens Investment Partners LLC

3.50K

Mar 31, 23

+3.50K

0.00%

Equius Partners, Inc.

12.62K

Dec 31, 22

+347

0.01%

American Portfolios Advisors

18.69K

Sep 30, 22

0.01%

Danda Trouve Investment Management, Inc.

6.36K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-1.53K

Biltmore Capital Advisors LLC

20.00K

Dec 31, 21

+20.00K

0.01%

Crescent Capital Consulting, LLC

13.40K

Dec 31, 21

+259

0.01%

Carroll Financial Associates, Inc.

4.29K

Dec 31, 21

+4.29K

0.00%

REILLY FINANCIAL ADVISORS, LLC

2.03K

Dec 31, 21

+228

0.00%

NEXT Financial Group, Inc

1.45K

Dec 31, 21

-3.75K

0.00%

Homrich & Berg

47.22K

Sep 30, 21

-4.99K

0.02%

Ameritas Investment Company, LLC

24.53K

Sep 30, 21

+17.63K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

23.85K

Sep 30, 21

+2.70K

0.01%

Sonora Investment Management, LLC

4.23K

Sep 30, 21

+2.23K

0.00%

20/20 Capital Management, Inc.

11.08K

Jun 30, 21

+48

0.01%

Hoover Financial Advisors, Inc.

1.58K

Jun 30, 21

+1.58K

0.00%

LUCAS CAPITAL MANAGEMENT

12.30K

Dec 31, 20

+12.30K

0.01%

First Allied Advisory Services, Inc.

29.52K

Sep 30, 20

-561

0.02%

Watson Rebecca

Sep 30, 20

-5.44K

LADENBURG THALMANN FINANCIAL SERVICES INC.

396.36K

Dec 31, 19

+51.45K

0.21%

Advisor Group, Inc.

295.89K

Dec 31, 19

+4.08K

0.15%

COBIZ WEALTH, LLC

10.00K

Jun 30, 19

-4.00K

0.01%

LOEB PARTNERS CORP

400

Mar 31, 19

0.00%

Benchmark Capital Advisors

19.60K

Dec 31, 18

0.01%

Opera Trading Capital

18.69K

Dec 31, 18

+18.69K

0.01%

IFC Holdings Incorporated/FL

27.20K

Dec 31, 17

+55

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-57.07K

Commonwealth Equity Services, Inc

341.15K

Jun 30, 17

+62.65K

0.18%

TRENT CAPITAL MANAGEMENT INC /NC/

20.55K

Jun 30, 17

+20.55K

0.01%

MSI Financial Services Inc

36.69K

Dec 31, 16

-12.92K

0.02%

Investors Capital Advisory Services

24.43K

Jun 30, 16

+2.45K

0.01%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-39

COHEN & STEERS CAPITAL MANAGEMENT INC

468.69K

Mar 31, 15

+468.69K

0.24%

Gary Goldberg Planning Services Inc

4.50K

Dec 31, 14

-2.71K

0.00%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

0.00%

UBS AG

928.25K

Sep 30, 14

+148.26K

0.48%

1919 Investment Counsel, LLC

1.50K

Sep 30, 14

0.00%

SIGNET MANAGEMENT USA, LLC

4.82K

Dec 31, 13

+4.82K

0.00%

Jane Street Holding, LLC

Dec 31, 13

-12.07K

KNIGHT CAPITAL GROUP LLC

10.49K

Jun 30, 13

+10.49K

0.01%

First Allied Securities, Inc.

35.06K

Jun 30, 12

+961

0.02%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

170.44K

Jun 30, 10

+23.65K

0.09%