Nuveen Nasdaq 100 Dynamic Overwrite Fund(QQQX)

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Nuveen Nasdaq 100 Dynamic Overwrite Fund(QQQX)

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$30.30—

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QQQX(QQQX)

QQQX

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 208 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.88M	Jun 30, 26	-68.69K	3.85%
Karpus Management, Inc.	1.39M	Jun 30, 26	-243.11K	2.85%
WELLS FARGO & COMPANY/MN	1.22M	Jun 30, 26	-27.75K	2.50%
UBS Group AG	742.28K	Jun 30, 26	+14.48K	1.52%
LPL Financial LLC	740.52K	Jun 30, 26	+103.63K	1.52%
Allspring Global Investments Holdings, LLC	738.83K	Jun 30, 26	+140.00K	1.51%
ROYAL BANK OF CANADA	735.30K	Jun 30, 26	-10.55K	1.51%
GUGGENHEIM CAPITAL LLC	647.56K	Jun 30, 26	+78.87K	1.33%
Invesco Ltd.	613.26K	Jun 30, 26	-166.19K	1.26%
RAYMOND JAMES FINANCIAL INC	425.45K	Jun 30, 26	+6.28K	0.87%
BANK OF AMERICA CORP /DE/	343.34K	Jun 30, 26	-32.31K	0.70%
HighTower Advisors, LLC	261.64K	Jun 30, 26	-1.78K	0.54%
Advisors Asset Management, Inc.	261.14K	Jun 30, 26	+17.30K	0.53%
1607 Capital Partners, LLC	245.13K	Jun 30, 26	-90.84K	0.50%
Janney Montgomery Scott LLC	236.91K	Jun 30, 26	+1.14K	0.49%
ADVISOR GROUP HOLDINGS, INC.	214.36K	Jun 30, 26	+1.53K	0.44%
Cypress Capital Management LLC (WY)	192.68K	Jun 30, 26	+14.75K	0.39%
AMERIPRISE FINANCIAL INC	173.38K	Jun 30, 26	-16.19K	0.36%
D.A. DAVIDSON & CO.	107.36K	Jun 30, 26	+6.63K	0.22%
Advisor OS, LLC	72.48K	Jun 30, 26	-54.91K	0.15%
Huntleigh Advisors, Inc.	62.72K	Jun 30, 26	+39.66K	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	61.18K	Jun 30, 26	-4.35K	0.13%
PMG Family Office LLC	60.84K	Jun 30, 26	+611	0.12%
Cetera Investment Advisers	59.97K	Jun 30, 26	+4.27K	0.12%
MONECO Advisors, LLC	59.74K	Jun 30, 26	-1.00K	0.12%
NewEdge Advisors, LLC	57.58K	Jun 30, 26	+3.00K	0.12%
FIRST TRUST ADVISORS LP	56.02K	Jun 30, 26	-301	0.11%
High Point Wealth Management, LLC	53.80K	Jun 30, 26	+9.25K	0.11%
IHT Wealth Management, LLC	52.73K	Jun 30, 26	+52.73K	0.11%
AXXCESS WEALTH MANAGEMENT, LLC	46.42K	Jun 30, 26	+46.42K	0.10%
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	46.02K	Jun 30, 26	-500	0.09%
Shaker Financial Services, LLC	45.07K	Jun 30, 26	+45.07K	0.09%
Shulman DeMeo Asset Management LLC	44.17K	Jun 30, 26	-1.66K	0.09%
Ionic Capital Management LLC	43.45K	Jun 30, 26	-22.67K	0.09%
Hennion & Walsh Asset Management, Inc.	34.94K	Jun 30, 26	+20.18K	0.07%
Rockefeller Capital Management L.P.	34.70K	Jun 30, 26	+3.18K	0.07%
Arkadios Wealth Advisors	31.69K	Jun 30, 26	+123	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	31.68K	Jun 30, 26	+976	0.06%
TCG Advisory Services, LLC	28.64K	Jun 30, 26	+490	0.06%
Stratos Wealth Partners, LTD.	28.39K	Jun 30, 26	-1.45K	0.06%
Dakota Wealth Management	28.04K	Jun 30, 26	-7.96K	0.06%
ENVESTNET ASSET MANAGEMENT INC	26.77K	Jun 30, 26	+4.93K	0.05%
Advisory Advocates, LLC	25.65K	Jun 30, 26	+106	0.05%
Kestra Advisory Services, LLC	24.74K	Jun 30, 26	-48.61K	0.05%
Baird Financial Group, Inc.	23.84K	Jun 30, 26	+2.57K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	23.54K	Jun 30, 26	-3.37K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	22.73K	Jun 30, 26	-5.17K	0.05%
Private Advisor Group, LLC	22.16K	Jun 30, 26	-8.10K	0.05%
Alteri Wealth LLC	20.79K	Jun 30, 26	+31	0.04%
PFG Investments, LLC	19.74K	Jun 30, 26	-8.64K	0.04%
Colony Group, LLC	18.92K	Jun 30, 26	+2.18K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	18.27K	Jun 30, 26	+3.92K	0.04%
Moors & Cabot, Inc.	18.17K	Jun 30, 26	-52	0.04%
Avory & Company, LLC	17.16K	Jun 30, 26	--	0.04%
SAPIENT CAPITAL LLC	16.81K	Jun 30, 26	--	0.03%
GOLDMAN SACHS GROUP INC	16.55K	Jun 30, 26	+8.13K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.53K	Jun 30, 26	-6.64K	0.03%
DAVENPORT & Co LLC	16.50K	Jun 30, 26	-1.00K	0.03%
Cyndeo Wealth Partners, LLC	16.41K	Jun 30, 26	--	0.03%
Mutual Advisors, LLC	16.23K	Jun 30, 26	-673	0.03%
Dynamic Advisor Solutions LLC	16.02K	Jun 30, 26	+231	0.03%
WEDBUSH SECURITIES INC	15.94K	Jun 30, 26	+2.78K	0.03%
KINGSWOOD WEALTH ADVISORS, LLC	15.83K	Jun 30, 26	+1.99K	0.03%
TRUIST FINANCIAL CORP	15.48K	Jun 30, 26	-2.74K	0.03%
Pathstone Holdings, LLC	15.39K	Jun 30, 26	+6.40K	0.03%
Sanctuary Advisors, LLC	14.59K	Jun 30, 26	-475	0.03%
Tulsa Wealth Advisors, INC	14.26K	Jun 30, 26	-750	0.03%
NBC SECURITIES, INC.	14.25K	Jun 30, 26	-4.34K	0.03%
Aviance Capital Partners, LLC	14.08K	Jun 30, 26	+183	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	13.62K	Jun 30, 26	+200	0.03%
J.W. COLE ADVISORS, INC.	13.39K	Jun 30, 26	+13.39K	0.03%
Diversify Advisory Services, LLC	13.15K	Jun 30, 26	+13.15K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	13.15K	Jun 30, 26	-70	0.03%
CAPTRUST FINANCIAL ADVISORS	13.03K	Jun 30, 26	-47	0.03%
Diversified Enterprises, LLC	12.73K	Jun 30, 26	+38	0.03%
Beacon Pointe Advisors, LLC	12.20K	Jun 30, 26	+12.20K	0.02%
Chancellor Financial Group WB LP	12.13K	Jun 30, 26	+2.00K	0.02%
STIFEL FINANCIAL CORP	11.23K	Jun 30, 26	-614	0.02%
Mariner, LLC	11.11K	Jun 30, 26	-2.46K	0.02%
FIFTH THIRD BANCORP	10.88K	Jun 30, 26	-652	0.02%
Cambridge Investment Research Advisors, Inc.	10.58K	Jun 30, 26	+844	0.02%
MML INVESTORS SERVICES, LLC	10.50K	Jun 30, 26	+212	0.02%
DECISION INVESTMENTS, INC	10.07K	Jun 30, 26	+370	0.02%
Equitable Holdings, Inc.	9.95K	Jun 30, 26	+594	0.02%
Merit Financial Group, LLC	9.89K	Jun 30, 26	-4	0.02%
Creative Planning	9.73K	Jun 30, 26	-1.73K	0.02%
Bay Capital Advisors, LLC	8.86K	Jun 30, 26	-1.14K	0.02%
Summit Financial, LLC	8.63K	Jun 30, 26	-1.23K	0.02%
Register Financial Advisors LLC	8.62K	Jun 30, 26	-1.50K	0.02%
WealthTrust Asset Management, LLC	8.46K	Jun 30, 26	-3.23K	0.02%
Cornerstone Wealth Group, LLC	8.45K	Jun 30, 26	--	0.02%
Jacobi Capital Management LLC	8.24K	Jun 30, 26	-1.27K	0.02%
GWN SECURITIES INC.	7.89K	Jun 30, 26	--	0.02%
Atomi Financial Group, Inc.	7.80K	Jun 30, 26	+96	0.02%
Cypress Wealth Services, LLC	7.72K	Jun 30, 26	+101	0.02%
GRIFFIN ASSET MANAGEMENT, INC.	7.44K	Jun 30, 26	+7.44K	0.02%
Aurora Private Wealth, Inc.	7.43K	Jun 30, 26	+61	0.02%
Ameritas Advisory Services, LLC	7.40K	Jun 30, 26	+7.40K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	7.25K	Jun 30, 26	+7.25K	0.01%
Procyon Advisors, LLC	7.20K	Jun 30, 26	+7.20K	0.01%
Main Street Group, LTD	7.16K	Jun 30, 26	--	0.01%
BOSTON FAMILY OFFICE LLC	7.15K	Jun 30, 26	+7.15K	0.01%
WILKINS INVESTMENT COUNSEL INC	7.15K	Jun 30, 26	+7.15K	0.01%
JANE STREET GROUP, LLC	6.72K	Jun 30, 26	+6.72K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	6.68K	Jun 30, 26	+6.68K	0.01%
Farther Finance Advisors, LLC	6.07K	Jun 30, 26	+6.07K	0.01%
HARBOUR INVESTMENTS, INC.	5.71K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	5.40K	Jun 30, 26	--	0.01%
Allworth Financial LP	5.18K	Jun 30, 26	--	0.01%
Caitlin John, LLC	4.36K	Jun 30, 26	+75	0.01%
FNY Investment Advisers, LLC	3.80K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	3.23K	Jun 30, 26	--	0.01%
TRUST CO OF VERMONT	2.98K	Jun 30, 26	+2.98K	0.01%
TD Waterhouse Canada Inc.	2.98K	Jun 30, 26	--	0.01%
Axiom Investment Management LLC	2.72K	Jun 30, 26	-189	0.01%
Integrated Wealth Concepts LLC	2.31K	Jun 30, 26	+2.31K	0.00%
Keating Financial Advisory Services, Inc.	2.29K	Jun 30, 26	+11	0.00%
EASTERN BANK	2.29K	Jun 30, 26	--	0.00%
Bell Investment Advisors, Inc	2.03K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	1.92K	Jun 30, 26	+1.92K	0.00%
MATHER GROUP, LLC.	1.26K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1.11K	Jun 30, 26	+1.11K	0.00%
First Bancorp, Inc /ME/	1.02K	Jun 30, 26	+1.02K	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.00K	Jun 30, 26	--	0.00%
FMR LLC	753	Jun 30, 26	+753	0.00%
HOLLENCREST CAPITAL MANAGEMENT	734	Jun 30, 26	+212	0.00%
Financial Management Professionals, Inc.	724	Jun 30, 26	+16	0.00%
BOKF, NA	658	Jun 30, 26	--	0.00%
CoreFirst Bank & Trust	658	Jun 30, 26	--	0.00%
US BANCORP \DE\	530	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	491	Jun 30, 26	--	0.00%
VISION FINANCIAL MARKETS LLC	456	Jun 30, 26	+21	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	400	Jun 30, 26	+400	0.00%
Noble Wealth Management PBC	375	Jun 30, 26	--	0.00%
Spire Wealth Management	352	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	351	Jun 30, 26	+351	0.00%
CLEAR STREET MARKETS LLC	309	Jun 30, 26	+309	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	270	Jun 30, 26	-400	0.00%
Thomas J. Herzfeld Advisors, Inc.	230	Jun 30, 26	+5	0.00%
Vermillion Wealth Management, Inc.	223	Jun 30, 26	+22	0.00%
GoalVest Advisory LLC	213	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	210	Jun 30, 26	--	0.00%
Hickory Point Bank & Trust	200	Jun 30, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	200	Jun 30, 26	+200	0.00%
SRS Capital Advisors, Inc.	198	Jun 30, 26	+198	0.00%
Montgomery Financial Services LLC	191	Jun 30, 26	+191	0.00%
MB, LEVIS & ASSOCIATES, LLC	187	Jun 30, 26	+187	0.00%
UMB Bank, n.a.	136	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	121	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	100	Jun 30, 26	--	0.00%
Markowski Investments	100	Jun 30, 26	+100	0.00%
Pinnacle Wealth Planning Services, Inc.	24	Jun 30, 26	-173	0.00%
WPG Advisers, LLC	15	Jun 30, 26	-111	0.00%
Abound Wealth Management	--	Jun 30, 26	-1.02K	--
Root Financial Partners, LLC	--	Jun 30, 26	-48	--
BlackRock, Inc.	--	Jun 30, 26	-600	--
WealthShield Partners, LLC	--	Jun 30, 26	-9.20K	--
Western Wealth Management, LLC	--	Jun 30, 26	-4.05K	--
Golden State Equity Partners	--	Jun 30, 26	-2.71K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.01K	--
Key FInancial Inc	--	Jun 30, 26	-1.10K	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-24.69K	--
XTX Topco Ltd	--	Jun 30, 26	-8.63K	--
Formidable Asset Management, LLC	--	Jun 30, 26	-7.10K	--
CWM, LLC	8.82K	Mar 31, 26	+420	0.02%
Sunbelt Securities, Inc.	1.83K	Mar 31, 26	--	0.00%
COMERICA BANK	11.56K	Dec 31, 25	+27	0.02%
MGB Wealth Management, LLC	11.00K	Dec 31, 25	--	0.02%
ORG Partners LLC	2.82K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-9	--
SCHNIEDERS CAPITAL MANAGEMENT LLC	48.90K	Jun 30, 25	+3.00K	0.10%
Atria Wealth Solutions, Inc.	15.02K	Jun 30, 25	-15.32K	0.03%
Lindbrook Capital, LLC	15.39K	Mar 31, 25	+2.63K	0.03%
Raymond James Financial Services Advisors, Inc.	225.77K	Sep 30, 24	-2.47K	0.46%
RAYMOND JAMES & ASSOCIATES	143.15K	Sep 30, 24	+17.07K	0.29%
Diversified, LLC	12.71K	Sep 30, 24	-143	0.03%
RAYMOND JAMES TRUST N.A.	12.51K	Sep 30, 24	--	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.30K	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	30.43K	Mar 31, 24	-2.76K	0.06%
Cetera Advisors LLC	13.69K	Mar 31, 24	+13.69K	0.03%
Retirement Group, LLC	426	Mar 31, 24	--	0.00%
DFPG INVESTMENTS, LLC	12.77K	Dec 31, 23	-500	0.03%
PATHSTONE FAMILY OFFICE, LLC	10.00K	Sep 30, 23	-1.21K	0.02%
TimeScale Financial, Inc.	426	Jun 30, 23	+7	0.00%
MORGAN JESS S & CO INC	53.43K	Sep 30, 22	+1.56K	0.11%
American Portfolios Advisors	15.94K	Sep 30, 22	+15.94K	0.03%
Strategic Asset Management, LLC	600	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	22.38K	Jun 30, 22	-14.39K	0.05%
NEXT Financial Group, Inc	4.24K	Dec 31, 21	--	0.01%
PROFESSIONAL PLANNING	23.18K	Sep 30, 21	+491	0.05%
Harborview Advisors, LLC	22.50K	Sep 30, 21	+942	0.05%
Weather Gauge Advisory, LLC	12.30K	Sep 30, 21	--	0.03%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	9.56K	Sep 30, 21	-400	0.02%
Ameritas Investment Company, LLC	8.22K	Sep 30, 21	--	0.02%
ROWLAND CARMICHAEL ADVISORS INC /ADV	41.14K	Dec 31, 20	+3.49K	0.08%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	30.08K	Sep 30, 20	+1.65K	0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.	205.02K	Dec 31, 19	+2.79K	0.42%
Advisor Group, Inc.	66.45K	Dec 31, 19	+613	0.14%
BB&T SECURITIES, LLC	22.72K	Sep 30, 19	+3.19K	0.05%
NEXT Financial Holdings	1.22K	Mar 31, 19	+1.22K	0.00%
Questar Asset Management, Inc.	26.20K	Dec 31, 18	+26.20K	0.05%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	25.10K	Sep 30, 18	-1.03K	0.05%
Allegis Investment Advisors, LLC	8.96K	Mar 31, 18	-315	0.02%
BB&T INVESTMENT SERVICES, INC.	1	Dec 31, 17	--	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-17.40K	--
Commonwealth Equity Services, Inc	100.91K	Jun 30, 17	+4.56K	0.21%
MSI Financial Services Inc	15.22K	Dec 31, 16	-4.55K	0.03%
Investors Capital Advisory Services	10.73K	Jun 30, 16	+50	0.02%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.88M

Jun 30, 26

-68.69K

3.85%

Karpus Management, Inc.

1.39M

Jun 30, 26

-243.11K

2.85%

WELLS FARGO & COMPANY/MN

1.22M

Jun 30, 26

-27.75K

2.50%

UBS Group AG

742.28K

Jun 30, 26

+14.48K

1.52%

LPL Financial LLC

740.52K

Jun 30, 26

+103.63K

1.52%

Allspring Global Investments Holdings, LLC

738.83K

Jun 30, 26

+140.00K

1.51%

ROYAL BANK OF CANADA

735.30K

Jun 30, 26

-10.55K

1.51%

GUGGENHEIM CAPITAL LLC

647.56K

Jun 30, 26

+78.87K

1.33%

Invesco Ltd.

613.26K

Jun 30, 26

-166.19K

1.26%

RAYMOND JAMES FINANCIAL INC

425.45K

Jun 30, 26

+6.28K

0.87%

BANK OF AMERICA CORP /DE/

343.34K

Jun 30, 26

-32.31K

0.70%

HighTower Advisors, LLC

261.64K

Jun 30, 26

-1.78K

0.54%

Advisors Asset Management, Inc.

261.14K

Jun 30, 26

+17.30K

0.53%

1607 Capital Partners, LLC

245.13K

Jun 30, 26

-90.84K

0.50%

Janney Montgomery Scott LLC

236.91K

Jun 30, 26

+1.14K

0.49%

ADVISOR GROUP HOLDINGS, INC.

214.36K

Jun 30, 26

+1.53K

0.44%

Cypress Capital Management LLC (WY)

192.68K

Jun 30, 26

+14.75K

0.39%

AMERIPRISE FINANCIAL INC

173.38K

Jun 30, 26

-16.19K

0.36%

D.A. DAVIDSON & CO.

107.36K

Jun 30, 26

+6.63K

0.22%

Advisor OS, LLC

72.48K

Jun 30, 26

-54.91K

0.15%

Huntleigh Advisors, Inc.

62.72K

Jun 30, 26

+39.66K

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

61.18K

Jun 30, 26

-4.35K

0.13%

PMG Family Office LLC

60.84K

Jun 30, 26

+611

0.12%

Cetera Investment Advisers

59.97K

Jun 30, 26

+4.27K

0.12%

MONECO Advisors, LLC

59.74K

Jun 30, 26

-1.00K

0.12%

NewEdge Advisors, LLC

57.58K

Jun 30, 26

+3.00K

0.12%

FIRST TRUST ADVISORS LP

56.02K

Jun 30, 26

-301

0.11%

High Point Wealth Management, LLC

53.80K

Jun 30, 26

+9.25K

0.11%

IHT Wealth Management, LLC

52.73K

Jun 30, 26

+52.73K

0.11%

AXXCESS WEALTH MANAGEMENT, LLC

46.42K

Jun 30, 26

+46.42K

0.10%

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

46.02K

Jun 30, 26

-500

0.09%

Shaker Financial Services, LLC

45.07K

Jun 30, 26

+45.07K

0.09%

Shulman DeMeo Asset Management LLC

44.17K

Jun 30, 26

-1.66K

0.09%

Ionic Capital Management LLC

43.45K

Jun 30, 26

-22.67K

0.09%

Hennion & Walsh Asset Management, Inc.

34.94K

Jun 30, 26

+20.18K

0.07%

Rockefeller Capital Management L.P.

34.70K

Jun 30, 26

+3.18K

0.07%

Arkadios Wealth Advisors

31.69K

Jun 30, 26

+123

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

31.68K

Jun 30, 26

+976

0.06%

TCG Advisory Services, LLC

28.64K

Jun 30, 26

+490

0.06%

Stratos Wealth Partners, LTD.

28.39K

Jun 30, 26

-1.45K

0.06%

Dakota Wealth Management

28.04K

Jun 30, 26

-7.96K

0.06%

ENVESTNET ASSET MANAGEMENT INC

26.77K

Jun 30, 26

+4.93K

0.05%

Advisory Advocates, LLC

25.65K

Jun 30, 26

+106

0.05%

Kestra Advisory Services, LLC

24.74K

Jun 30, 26

-48.61K

0.05%

Baird Financial Group, Inc.

23.84K

Jun 30, 26

+2.57K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

23.54K

Jun 30, 26

-3.37K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

22.73K

Jun 30, 26

-5.17K

0.05%

Private Advisor Group, LLC

22.16K

Jun 30, 26

-8.10K

0.05%

Alteri Wealth LLC

20.79K

Jun 30, 26

+31

0.04%

PFG Investments, LLC

19.74K

Jun 30, 26

-8.64K

0.04%

Colony Group, LLC

18.92K

Jun 30, 26

+2.18K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

18.27K

Jun 30, 26

+3.92K

0.04%

Moors & Cabot, Inc.

18.17K

Jun 30, 26

-52

0.04%

Avory & Company, LLC

17.16K

Jun 30, 26

0.04%

SAPIENT CAPITAL LLC

16.81K

Jun 30, 26

0.03%

GOLDMAN SACHS GROUP INC

16.55K

Jun 30, 26

+8.13K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.53K

Jun 30, 26

-6.64K

0.03%

DAVENPORT & Co LLC

16.50K

Jun 30, 26

-1.00K

0.03%

Cyndeo Wealth Partners, LLC

16.41K

Jun 30, 26

0.03%

Mutual Advisors, LLC

16.23K

Jun 30, 26

-673

0.03%

Dynamic Advisor Solutions LLC

16.02K

Jun 30, 26

+231

0.03%

WEDBUSH SECURITIES INC

15.94K

Jun 30, 26

+2.78K

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

15.83K

Jun 30, 26

+1.99K

0.03%

TRUIST FINANCIAL CORP

15.48K

Jun 30, 26

-2.74K

0.03%

Pathstone Holdings, LLC

15.39K

Jun 30, 26

+6.40K

0.03%

Sanctuary Advisors, LLC

14.59K

Jun 30, 26

-475

0.03%

Tulsa Wealth Advisors, INC

14.26K

Jun 30, 26

-750

0.03%

NBC SECURITIES, INC.

14.25K

Jun 30, 26

-4.34K

0.03%

Aviance Capital Partners, LLC

14.08K

Jun 30, 26

+183

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

13.62K

Jun 30, 26

+200

0.03%

J.W. COLE ADVISORS, INC.

13.39K

Jun 30, 26

+13.39K

0.03%

Diversify Advisory Services, LLC

13.15K

Jun 30, 26

+13.15K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

13.15K

Jun 30, 26

-70

0.03%

CAPTRUST FINANCIAL ADVISORS

13.03K

Jun 30, 26

-47

0.03%

Diversified Enterprises, LLC

12.73K

Jun 30, 26

+38

0.03%

Beacon Pointe Advisors, LLC

12.20K

Jun 30, 26

+12.20K

0.02%

Chancellor Financial Group WB LP

12.13K

Jun 30, 26

+2.00K

0.02%

STIFEL FINANCIAL CORP

11.23K

Jun 30, 26

-614

0.02%

Mariner, LLC

11.11K

Jun 30, 26

-2.46K

0.02%

FIFTH THIRD BANCORP

10.88K

Jun 30, 26

-652

0.02%

Cambridge Investment Research Advisors, Inc.

10.58K

Jun 30, 26

+844

0.02%

MML INVESTORS SERVICES, LLC

10.50K

Jun 30, 26

+212

0.02%

DECISION INVESTMENTS, INC

10.07K

Jun 30, 26

+370

0.02%

Equitable Holdings, Inc.

9.95K

Jun 30, 26

+594

0.02%

Merit Financial Group, LLC

9.89K

Jun 30, 26

-4

0.02%

Creative Planning

9.73K

Jun 30, 26

-1.73K

0.02%

Bay Capital Advisors, LLC

8.86K

Jun 30, 26

-1.14K

0.02%

Summit Financial, LLC

8.63K

Jun 30, 26

-1.23K

0.02%

8.62K

Jun 30, 26

-1.50K

0.02%

WealthTrust Asset Management, LLC

8.46K

Jun 30, 26

-3.23K

0.02%

Cornerstone Wealth Group, LLC

8.45K

Jun 30, 26

0.02%

Jacobi Capital Management LLC

8.24K

Jun 30, 26

-1.27K

0.02%

GWN SECURITIES INC.

7.89K

Jun 30, 26

0.02%

Atomi Financial Group, Inc.

7.80K

Jun 30, 26

+96

0.02%

Cypress Wealth Services, LLC

7.72K

Jun 30, 26

+101

0.02%

GRIFFIN ASSET MANAGEMENT, INC.

7.44K

Jun 30, 26

+7.44K

0.02%

Aurora Private Wealth, Inc.

7.43K

Jun 30, 26

+61

0.02%

Ameritas Advisory Services, LLC

7.40K

Jun 30, 26

+7.40K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

7.25K

Jun 30, 26

+7.25K

0.01%

Procyon Advisors, LLC

7.20K

Jun 30, 26

+7.20K

0.01%

Main Street Group, LTD

7.16K

Jun 30, 26

0.01%

BOSTON FAMILY OFFICE LLC

7.15K

Jun 30, 26

+7.15K

0.01%

WILKINS INVESTMENT COUNSEL INC

7.15K

Jun 30, 26

+7.15K

0.01%

JANE STREET GROUP, LLC

6.72K

Jun 30, 26

+6.72K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

6.68K

Jun 30, 26

+6.68K

0.01%

Farther Finance Advisors, LLC

6.07K

Jun 30, 26

+6.07K

0.01%

HARBOUR INVESTMENTS, INC.

5.71K

Jun 30, 26

0.01%

Capital Analysts, LLC

5.40K

Jun 30, 26

0.01%

Allworth Financial LP

5.18K

Jun 30, 26

0.01%

Caitlin John, LLC

4.36K

Jun 30, 26

+75

0.01%

FNY Investment Advisers, LLC

3.80K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

3.23K

Jun 30, 26

0.01%

TRUST CO OF VERMONT

2.98K

Jun 30, 26

+2.98K

0.01%

TD Waterhouse Canada Inc.

2.98K

Jun 30, 26

0.01%

Axiom Investment Management LLC

2.72K

Jun 30, 26

-189

0.01%

Integrated Wealth Concepts LLC

2.31K

Jun 30, 26

+2.31K

0.00%

Keating Financial Advisory Services, Inc.

2.29K

Jun 30, 26

+11

0.00%

EASTERN BANK

2.29K

Jun 30, 26

0.00%

Bell Investment Advisors, Inc

2.03K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

1.92K

Jun 30, 26

+1.92K

0.00%

MATHER GROUP, LLC.

1.26K

Jun 30, 26

0.00%

IFP Advisors, Inc

1.11K

Jun 30, 26

+1.11K

0.00%

First Bancorp, Inc /ME/

1.02K

Jun 30, 26

+1.02K

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.00K

Jun 30, 26

0.00%

FMR LLC

753

Jun 30, 26

+753

0.00%

HOLLENCREST CAPITAL MANAGEMENT

734

Jun 30, 26

+212

0.00%

Financial Management Professionals, Inc.

724

Jun 30, 26

+16

0.00%

BOKF, NA

658

Jun 30, 26

0.00%

CoreFirst Bank & Trust

658

Jun 30, 26

0.00%

US BANCORP \DE\

530

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

491

Jun 30, 26

0.00%

VISION FINANCIAL MARKETS LLC

456

Jun 30, 26

+21

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

400

Jun 30, 26

+400

0.00%

Noble Wealth Management PBC

375

Jun 30, 26

0.00%

Spire Wealth Management

352

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

351

Jun 30, 26

+351

0.00%

CLEAR STREET MARKETS LLC

309

Jun 30, 26

+309

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

270

Jun 30, 26

-400

0.00%

Thomas J. Herzfeld Advisors, Inc.

230

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

223

Jun 30, 26

+22

0.00%

GoalVest Advisory LLC

213

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

210

Jun 30, 26

0.00%

Hickory Point Bank & Trust

200

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

200

Jun 30, 26

+200

0.00%

SRS Capital Advisors, Inc.

198

Jun 30, 26

+198

0.00%

Montgomery Financial Services LLC

191

Jun 30, 26

+191

0.00%

MB, LEVIS & ASSOCIATES, LLC

187

Jun 30, 26

+187

0.00%

UMB Bank, n.a.

136

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

121

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

100

Jun 30, 26

0.00%

Markowski Investments

100

Jun 30, 26

+100

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

-173

0.00%

WPG Advisers, LLC

Jun 30, 26

-111

0.00%

Abound Wealth Management

Jun 30, 26

-1.02K

Root Financial Partners, LLC

Jun 30, 26

-48

BlackRock, Inc.

Jun 30, 26

-600

WealthShield Partners, LLC

Jun 30, 26

-9.20K

Western Wealth Management, LLC

Jun 30, 26

-4.05K

Golden State Equity Partners

Jun 30, 26

-2.71K

Advisory Services Network, LLC

Jun 30, 26

-1.01K

Key FInancial Inc

Jun 30, 26

-1.10K

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-24.69K

XTX Topco Ltd

Jun 30, 26

-8.63K

Formidable Asset Management, LLC

Jun 30, 26

-7.10K

CWM, LLC

8.82K

Mar 31, 26

+420

0.02%

Sunbelt Securities, Inc.

1.83K

Mar 31, 26

0.00%

COMERICA BANK

11.56K

Dec 31, 25

+27

0.02%

MGB Wealth Management, LLC

11.00K

Dec 31, 25

0.02%

ORG Partners LLC

2.82K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-9

SCHNIEDERS CAPITAL MANAGEMENT LLC

48.90K

Jun 30, 25

+3.00K

0.10%

Atria Wealth Solutions, Inc.

15.02K

Jun 30, 25

-15.32K

0.03%

Lindbrook Capital, LLC

15.39K

Mar 31, 25

+2.63K

0.03%

Raymond James Financial Services Advisors, Inc.

225.77K

Sep 30, 24

-2.47K

0.46%

RAYMOND JAMES & ASSOCIATES

143.15K

Sep 30, 24

+17.07K

0.29%

Diversified, LLC

12.71K

Sep 30, 24

-143

0.03%

RAYMOND JAMES TRUST N.A.

12.51K

Sep 30, 24

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.30K

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

30.43K

Mar 31, 24

-2.76K

0.06%

Cetera Advisors LLC

13.69K

Mar 31, 24

+13.69K

0.03%

Retirement Group, LLC

426

Mar 31, 24

0.00%

DFPG INVESTMENTS, LLC

12.77K

Dec 31, 23

-500

0.03%

PATHSTONE FAMILY OFFICE, LLC

10.00K

Sep 30, 23

-1.21K

0.02%

TimeScale Financial, Inc.

426

Jun 30, 23

0.00%

MORGAN JESS S & CO INC

53.43K

Sep 30, 22

+1.56K

0.11%

American Portfolios Advisors

15.94K

Sep 30, 22

+15.94K

0.03%

Strategic Asset Management, LLC

600

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

22.38K

Jun 30, 22

-14.39K

0.05%

NEXT Financial Group, Inc

4.24K

Dec 31, 21

0.01%

PROFESSIONAL PLANNING

23.18K

Sep 30, 21

+491

0.05%

Harborview Advisors, LLC

22.50K

Sep 30, 21

+942

0.05%

Weather Gauge Advisory, LLC

12.30K

Sep 30, 21

0.03%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

9.56K

Sep 30, 21

-400

0.02%

Ameritas Investment Company, LLC

8.22K

Sep 30, 21

0.02%

ROWLAND CARMICHAEL ADVISORS INC /ADV

41.14K

Dec 31, 20

+3.49K

0.08%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

30.08K

Sep 30, 20

+1.65K

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

205.02K

Dec 31, 19

+2.79K

0.42%

Advisor Group, Inc.

66.45K

Dec 31, 19

+613

0.14%

BB&T SECURITIES, LLC

22.72K

Sep 30, 19

+3.19K

0.05%

NEXT Financial Holdings

1.22K

Mar 31, 19

+1.22K

0.00%

Questar Asset Management, Inc.

26.20K

Dec 31, 18

+26.20K

0.05%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

25.10K

Sep 30, 18

-1.03K

0.05%

Allegis Investment Advisors, LLC

8.96K

Mar 31, 18

-315

0.02%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-17.40K

Commonwealth Equity Services, Inc

100.91K

Jun 30, 17

+4.56K

0.21%

MSI Financial Services Inc

15.22K

Dec 31, 16

-4.55K

0.03%

Investors Capital Advisory Services

10.73K

Jun 30, 16

+50

0.02%