Sabine Royalty Trust(SBR)

$72.84▼-0.32 (-44.00%)

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Sabine Royalty Trust(SBR)

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$72.84▼-0.32 (-44.00%)

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SBR(SBR)

SBR

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 195 Institutional Holders

Holder	Shares	Date	Change	% Held
Americana Partners, LLC	278.28K	Mar 31, 26	+8.35K	1.91%
Beacon Pointe Advisors, LLC	221.97K	Mar 31, 26	+135.58K	1.52%
Prospera Financial Services Inc	178.30K	Mar 31, 26	+19.69K	1.22%
KING LUTHER CAPITAL MANAGEMENT CORP	143.56K	Mar 31, 26	--	0.98%
MORGAN STANLEY	135.26K	Mar 31, 26	+7.80K	0.93%
HORIZON KINETICS ASSET MANAGEMENT LLC	111.15K	Mar 31, 26	+1.66K	0.76%
Ashton Thomas Private Wealth, LLC	106.64K	Mar 31, 26	+106.64K	0.73%
FAYEZ SAROFIM & CO	81.35K	Mar 31, 26	--	0.56%
HOWARD FINANCIAL SERVICES, LTD.	68.08K	Mar 31, 26	+70	0.47%
MARSHALL WACE, LLP	58.84K	Mar 31, 26	+58.84K	0.40%
TWO SIGMA INVESTMENTS, LP	49.36K	Mar 31, 26	+23.98K	0.34%
Uniplan Investment Counsel, Inc.	39.15K	Mar 31, 26	+10.10K	0.27%
MOODY NATIONAL BANK TRUST DIVISION	35.19K	Mar 31, 26	--	0.24%
CITADEL ADVISORS LLC	34.80K	Mar 31, 26	-4.09K	0.24%
COMMONWEALTH EQUITY SERVICES, LLC	31.52K	Mar 31, 26	-733	0.22%
SCS Capital Management LLC	31.11K	Mar 31, 26	--	0.21%
CHILTON CAPITAL MANAGEMENT LLC	31.10K	Mar 31, 26	-917	0.21%
Capital Analysts, LLC	30.64K	Mar 31, 26	+1.00K	0.21%
LPL Financial LLC	26.82K	Mar 31, 26	+1.78K	0.18%
Significant Wealth Partners LLC	26.21K	Mar 31, 26	+26.21K	0.18%
BANK OF AMERICA CORP /DE/	25.33K	Mar 31, 26	-11.44K	0.17%
Qube Research & Technologies Ltd	25.06K	Mar 31, 26	+3.95K	0.17%
Ronald Blue Trust, Inc.	25.05K	Mar 31, 26	+3.30K	0.17%
Concurrent Investment Advisors, LLC	23.48K	Mar 31, 26	-291	0.16%
Mraz, Amerine & Associates, Inc.	23.32K	Mar 31, 26	-375	0.16%
PEAPACK GLADSTONE FINANCIAL CORP	23.05K	Mar 31, 26	-194	0.16%
UBS Group AG	21.89K	Mar 31, 26	+4.06K	0.15%
Clare Market Investments LLC	21.82K	Mar 31, 26	+21.82K	0.15%
BWM Planning, LLC	21.55K	Mar 31, 26	--	0.15%
VeraBank, N.A.	19.75K	Mar 31, 26	-4.27K	0.14%
Creative Planning	17.83K	Mar 31, 26	+115	0.12%
HRT FINANCIAL LP	17.72K	Mar 31, 26	-2.79K	0.12%
LAZARD ASSET MANAGEMENT LLC	17.29K	Mar 31, 26	+1.54K	0.12%
JPMORGAN CHASE & CO	16.12K	Mar 31, 26	-13.30K	0.11%
STIFEL FINANCIAL CORP	15.42K	Mar 31, 26	-120	0.11%
MERCER GLOBAL ADVISORS INC /ADV	14.93K	Mar 31, 26	-91	0.10%
RAYMOND JAMES FINANCIAL INC	14.89K	Mar 31, 26	-532	0.10%
PFG Advisors	14.85K	Mar 31, 26	--	0.10%
Moors & Cabot, Inc.	14.60K	Mar 31, 26	-119	0.10%
MCDANIEL TERRY & CO	14.00K	Mar 31, 26	+7.00K	0.10%
Sendero Wealth Management, LLC	12.93K	Mar 31, 26	--	0.09%
AMG National Trust Bank	12.68K	Mar 31, 26	--	0.09%
Capital Investment Advisors, LLC	12.15K	Mar 31, 26	-50	0.08%
RAHLFS CAPITAL, LLC	11.98K	Mar 31, 26	--	0.08%
BlackRock, Inc.	11.62K	Mar 31, 26	+5.68K	0.08%
MOTCO	11.60K	Mar 31, 26	--	0.08%
ADVISOR GROUP HOLDINGS, INC.	11.30K	Mar 31, 26	+129	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	11.00K	Mar 31, 26	+1.01K	0.08%
Advisory Services Network, LLC	10.81K	Mar 31, 26	+4	0.07%
Robertson Stephens Wealth Management, LLC	10.60K	Mar 31, 26	--	0.07%
GK Wealth Management LLC	10.47K	Mar 31, 26	+10.47K	0.07%
EXENCIAL WEALTH ADVISORS, LLC	10.36K	Mar 31, 26	--	0.07%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	10.27K	Mar 31, 26	+10.27K	0.07%
1900 WEALTH MANAGEMENT LLC	10.27K	Mar 31, 26	+4.36K	0.07%
FRANKLIN STREET ADVISORS INC /NC	10.08K	Mar 31, 26	--	0.07%
Burford Brothers, Inc.	10.00K	Mar 31, 26	--	0.07%
Essex Financial Services, Inc.	9.24K	Mar 31, 26	+14	0.06%
M.E. ALLISON & CO., INC.	9.02K	Mar 31, 26	-25	0.06%
Verdence Capital Advisors LLC	9.00K	Mar 31, 26	-500	0.06%
DGS Capital Management, LLC	8.58K	Mar 31, 26	+3.69K	0.06%
Summit Trail Advisors, LLC	8.50K	Mar 31, 26	--	0.06%
Fielder Capital Group LLC	8.50K	Mar 31, 26	-1.08K	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	8.17K	Mar 31, 26	-5.86K	0.06%
Quadrature Capital Ltd	8.08K	Mar 31, 26	+8.08K	0.06%
CANADA PENSION PLAN INVESTMENT BOARD	8.00K	Mar 31, 26	--	0.05%
ENVESTNET ASSET MANAGEMENT INC	7.68K	Mar 31, 26	+2.35K	0.05%
BROWN ADVISORY INC	7.60K	Mar 31, 26	-1.50K	0.05%
Carnegie Capital Asset Management, LLC	7.30K	Mar 31, 26	--	0.05%
Colony Group, LLC	7.03K	Mar 31, 26	--	0.05%
Adviser Investments LLC	6.87K	Mar 31, 26	--	0.05%
CI Private Wealth, LLC	6.85K	Mar 31, 26	+6.85K	0.05%
PRIVATE TRUST CO NA	6.80K	Mar 31, 26	--	0.05%
Cetera Investment Advisers	6.76K	Mar 31, 26	+254	0.05%
Kestra Advisory Services, LLC	6.22K	Mar 31, 26	+1.98K	0.04%
HOLDERNESS INVESTMENTS CO	6.00K	Mar 31, 26	--	0.04%
Savant Capital, LLC	5.98K	Mar 31, 26	-5.98K	0.04%
STATE STREET CORP	5.90K	Mar 31, 26	-1.24K	0.04%
State of Wyoming	5.81K	Mar 31, 26	+3.13K	0.04%
WESTWOOD HOLDINGS GROUP INC	5.38K	Mar 31, 26	+14	0.04%
State of Tennessee, Treasury Department	5.34K	Mar 31, 26	+2.79K	0.04%
Hilltop Holdings Inc.	5.30K	Mar 31, 26	-37	0.04%
Tyche Wealth Partners LLC	5.26K	Mar 31, 26	+502	0.04%
BEACON FINANCIAL GROUP	5.25K	Mar 31, 26	--	0.04%
Sunbelt Securities, Inc.	5.00K	Mar 31, 26	--	0.03%
HighTower Advisors, LLC	4.82K	Mar 31, 26	+46	0.03%
WELLS FARGO & COMPANY/MN	4.68K	Mar 31, 26	+1.14K	0.03%
CHILTON INVESTMENT CO INC.	4.53K	Mar 31, 26	--	0.03%
Argent Trust Co	4.49K	Mar 31, 26	--	0.03%
Voleon Capital Management LP	4.39K	Mar 31, 26	-1.93K	0.03%
TITLEIST ASSET MANAGEMENT, LLC	4.19K	Mar 31, 26	+34	0.03%
AMERIPRISE FINANCIAL INC	3.98K	Mar 31, 26	-2.96K	0.03%
TCG Advisory Services, LLC	3.91K	Mar 31, 26	+29	0.03%
Oxbow Advisors, LLC	3.77K	Mar 31, 26	--	0.03%
Pathstone Holdings, LLC	3.62K	Mar 31, 26	--	0.02%
REGIONS FINANCIAL CORP	3.54K	Mar 31, 26	-280	0.02%
ISLAY CAPITAL MANAGEMENT, LLC	3.50K	Mar 31, 26	--	0.02%
BNP PARIBAS ARBITRAGE, SNC	3.49K	Mar 31, 26	-1.19K	0.02%
Ackerman Capital Advisors, LLC	3.42K	Mar 31, 26	--	0.02%
CAPTRUST FINANCIAL ADVISORS	3.39K	Mar 31, 26	-167	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	3.32K	Mar 31, 26	--	0.02%
Buckingham Strategic Partners	3.06K	Mar 31, 26	+3.06K	0.02%
BOKF, NA	3.00K	Mar 31, 26	--	0.02%
Prime Capital Investment Advisors, LLC	3.00K	Mar 31, 26	--	0.02%
AZZAD ASSET MANAGEMENT INC /ADV	2.96K	Mar 31, 26	+2.96K	0.02%
SFMG, LLC	2.70K	Mar 31, 26	+2.70K	0.02%
FAIRFIELD, BUSH & CO.	2.68K	Mar 31, 26	+2.68K	0.02%
ROYAL BANK OF CANADA	2.17K	Mar 31, 26	-121	0.01%
Geneos Wealth Management Inc.	1.78K	Mar 31, 26	--	0.01%
BRYN MAWR TRUST Co	1.50K	Mar 31, 26	+1.50K	0.01%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1.44K	Mar 31, 26	--	0.01%
BankPlus Trust Department	1.36K	Mar 31, 26	--	0.01%
Rossby Financial, LCC	1.34K	Mar 31, 26	+1.34K	0.01%
FIFTH THIRD BANCORP	1.28K	Mar 31, 26	+456	0.01%
NewEdge Advisors, LLC	1.04K	Mar 31, 26	--	0.01%
Citizens National Bank Trust Department	1.00K	Mar 31, 26	--	0.01%
Quaker Wealth Management, LLC	1.00K	Mar 31, 26	--	0.01%
US BANCORP \DE\	1.00K	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	865	Mar 31, 26	--	0.01%
CITIGROUP INC	606	Mar 31, 26	-1.45K	0.00%
Signature Resources Capital Management, LLC	600	Mar 31, 26	--	0.00%
WealthCollab, LLC	501	Mar 31, 26	+64	0.00%
HUNTINGTON NATIONAL BANK	500	Mar 31, 26	--	0.00%
AMERICAN NATIONAL BANK	483	Mar 31, 26	-1.00K	0.00%
Olistico Wealth, LLC	427	Mar 31, 26	--	0.00%
Allworth Financial LP	386	Mar 31, 26	--	0.00%
CWM, LLC	248	Mar 31, 26	+3	0.00%
Tower Research Capital LLC (TRC)	231	Mar 31, 26	-83	0.00%
Rockefeller Capital Management L.P.	228	Mar 31, 26	-13	0.00%
Steward Partners Investment Advisory, LLC	200	Mar 31, 26	--	0.00%
FMR LLC	195	Mar 31, 26	-50	0.00%
Federation des caisses Desjardins du Quebec	150	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	114	Mar 31, 26	+114	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	85	Mar 31, 26	+85	0.00%
Sound Income Strategies, LLC	56	Mar 31, 26	+6	0.00%
Golden State Equity Partners	55	Mar 31, 26	+55	0.00%
UMB Bank, n.a.	45	Mar 31, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	28	Mar 31, 26	+10	0.00%
Mosley Wealth Management	27	Mar 31, 26	+27	0.00%
ASSETMARK, INC	13	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	10	Mar 31, 26	--	0.00%
BARCLAYS PLC	9	Mar 31, 26	-35	0.00%
Parallel Advisors, LLC	8	Mar 31, 26	+8	0.00%
EverSource Wealth Advisors, LLC	4	Mar 31, 26	+4	0.00%
SRS Capital Advisors, Inc.	3	Mar 31, 26	+1	0.00%
JANE STREET GROUP, LLC	--	Mar 31, 26	-5.89K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-4.17K	--
MAI Capital Management	--	Mar 31, 26	-15	--
Cresset Asset Management, LLC	--	Mar 31, 26	-8.80K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-40	--
TrueMark Investments, LLC	--	Mar 31, 26	-6.05K	--
Empowered Funds, LLC	--	Mar 31, 26	-120	--
Cambridge Investment Research Advisors, Inc.	--	Mar 31, 26	-3.80K	--
Virtu Financial LLC	--	Mar 31, 26	-4.39K	--
PFG Investments, LLC	--	Mar 31, 26	-4.04K	--
Custos Family Office, LLC	5.56K	Dec 31, 25	--	0.04%
TUCKER ASSET MANAGEMENT LLC	1.00K	Dec 31, 25	+1.00K	0.01%
COMERICA BANK	159	Dec 31, 25	+53	0.00%
PERRITT CAPITAL MANAGEMENT INC	--	Dec 31, 25	-2.55K	--
TWO SIGMA ADVISERS, LP	--	Dec 31, 25	-10.80K	--
Global Retirement Partners, LLC	--	Dec 31, 25	-238	--
ASSET PLANNING CORPORATION	5.98K	Sep 30, 25	+5.98K	0.04%
Atria Wealth Solutions, Inc.	3.08K	Jun 30, 25	+3.08K	0.02%
Edge Capital Group, LLC	1.61K	Dec 31, 24	-29.51K	0.01%
RAYMOND JAMES & ASSOCIATES	26.29K	Sep 30, 24	-135	0.18%
Raymond James Financial Services Advisors, Inc.	5.37K	Sep 30, 24	+5.37K	0.04%
FinTrust Capital Advisors, LLC	53	Sep 30, 24	+53	0.00%
Greylin Investment Management, Inc	9.10K	Jun 30, 24	+2	0.06%
Cetera Advisor Networks LLC	--	Mar 31, 24	-3.58K	--
PATHSTONE FAMILY OFFICE, LLC	3.62K	Sep 30, 23	+3.62K	0.02%
Veritable, L.P.	3.62K	Jun 30, 23	+3.62K	0.02%
EATON VANCE MANAGEMENT	12.80K	Sep 30, 22	--	0.09%
American Portfolios Advisors	2.02K	Sep 30, 22	+20	0.01%
QUEST CAPITAL MANAGEMENT INC /ADV	4.94K	Dec 31, 21	--	0.03%
BBVA USA	460	Sep 30, 21	--	0.00%
PNC Managed Account Solutions, Inc.	454	Jun 30, 21	+454	0.00%
FormulaFolio Investments, LLC	100	Jun 30, 21	--	0.00%
Pinnacle Advisory Group, Inc.	13.44K	Mar 31, 21	--	0.09%
LUCAS CAPITAL MANAGEMENT	28.71K	Dec 31, 20	-5.44K	0.20%
FRONTIER INVESTMENT MGMT CO	14.37K	Jun 30, 20	+14.37K	0.10%
BOYS ARNOLD & CO INC	12.68K	Mar 31, 20	--	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	13.40K	Dec 31, 19	-2.92K	0.09%
Advisor Group, Inc.	2.27K	Dec 31, 19	+23	0.02%
TRADITION CAPITAL MANAGEMENT LLC	5.00K	Mar 31, 19	+5.00K	0.03%
Horizon Kinetics LLC	34.41K	Dec 31, 18	-6.88K	0.24%
Watermark Asset Management, Inc.	12	Dec 31, 18	+1	0.00%
Hawkins Capital L.P.	--	Dec 31, 17	-8.70K	--
Acrospire Investment Management LLC	--	Sep 30, 17	-2.90K	--
Commonwealth Equity Services, Inc	7.40K	Jun 30, 17	+7.40K	0.05%
WFG Advisors, LP	6.70K	Jun 30, 17	+125	0.05%
MSI Financial Services Inc	205	Dec 31, 16	+3	0.00%
Pinnacle Summer Investments, Inc.	800	Dec 31, 15	+400	0.01%
Gary Goldberg Planning Services Inc	6.42K	Dec 31, 14	-2.65K	0.04%
UBS AG	8.02K	Sep 30, 14	+1.69K	0.06%
COMMUNITY BANK SYSTEM, INC.	200	Sep 30, 14	--	0.00%
First Allied Securities, Inc.	1.30K	Jun 30, 12	--	0.01%

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Holder

Date

Change

% Held

Americana Partners, LLC

278.28K

Mar 31, 26

+8.35K

1.91%

Beacon Pointe Advisors, LLC

221.97K

Mar 31, 26

+135.58K

1.52%

Prospera Financial Services Inc

178.30K

Mar 31, 26

+19.69K

1.22%

KING LUTHER CAPITAL MANAGEMENT CORP

143.56K

Mar 31, 26

0.98%

MORGAN STANLEY

135.26K

Mar 31, 26

+7.80K

0.93%

HORIZON KINETICS ASSET MANAGEMENT LLC

111.15K

Mar 31, 26

+1.66K

0.76%

Ashton Thomas Private Wealth, LLC

106.64K

Mar 31, 26

+106.64K

0.73%

FAYEZ SAROFIM & CO

81.35K

Mar 31, 26

0.56%

HOWARD FINANCIAL SERVICES, LTD.

68.08K

Mar 31, 26

+70

0.47%

MARSHALL WACE, LLP

58.84K

Mar 31, 26

+58.84K

0.40%

TWO SIGMA INVESTMENTS, LP

49.36K

Mar 31, 26

+23.98K

0.34%

Uniplan Investment Counsel, Inc.

39.15K

Mar 31, 26

+10.10K

0.27%

MOODY NATIONAL BANK TRUST DIVISION

35.19K

Mar 31, 26

0.24%

CITADEL ADVISORS LLC

34.80K

Mar 31, 26

-4.09K

0.24%

COMMONWEALTH EQUITY SERVICES, LLC

31.52K

Mar 31, 26

-733

0.22%

SCS Capital Management LLC

31.11K

Mar 31, 26

0.21%

CHILTON CAPITAL MANAGEMENT LLC

31.10K

Mar 31, 26

-917

0.21%

Capital Analysts, LLC

30.64K

Mar 31, 26

+1.00K

0.21%

LPL Financial LLC

26.82K

Mar 31, 26

+1.78K

0.18%

Significant Wealth Partners LLC

26.21K

Mar 31, 26

+26.21K

0.18%

BANK OF AMERICA CORP /DE/

25.33K

Mar 31, 26

-11.44K

0.17%

Qube Research & Technologies Ltd

25.06K

Mar 31, 26

+3.95K

0.17%

Ronald Blue Trust, Inc.

25.05K

Mar 31, 26

+3.30K

0.17%

Concurrent Investment Advisors, LLC

23.48K

Mar 31, 26

-291

0.16%

Mraz, Amerine & Associates, Inc.

23.32K

Mar 31, 26

-375

0.16%

PEAPACK GLADSTONE FINANCIAL CORP

23.05K

Mar 31, 26

-194

0.16%

UBS Group AG

21.89K

Mar 31, 26

+4.06K

0.15%

Clare Market Investments LLC

21.82K

Mar 31, 26

+21.82K

0.15%

BWM Planning, LLC

21.55K

Mar 31, 26

0.15%

VeraBank, N.A.

19.75K

Mar 31, 26

-4.27K

0.14%

Creative Planning

17.83K

Mar 31, 26

+115

0.12%

HRT FINANCIAL LP

17.72K

Mar 31, 26

-2.79K

0.12%

LAZARD ASSET MANAGEMENT LLC

17.29K

Mar 31, 26

+1.54K

0.12%

JPMORGAN CHASE & CO

16.12K

Mar 31, 26

-13.30K

0.11%

STIFEL FINANCIAL CORP

15.42K

Mar 31, 26

-120

0.11%

MERCER GLOBAL ADVISORS INC /ADV

14.93K

Mar 31, 26

-91

0.10%

RAYMOND JAMES FINANCIAL INC

14.89K

Mar 31, 26

-532

0.10%

PFG Advisors

14.85K

Mar 31, 26

0.10%

Moors & Cabot, Inc.

14.60K

Mar 31, 26

-119

0.10%

MCDANIEL TERRY & CO

14.00K

Mar 31, 26

+7.00K

0.10%

Sendero Wealth Management, LLC

12.93K

Mar 31, 26

0.09%

AMG National Trust Bank

12.68K

Mar 31, 26

0.09%

Capital Investment Advisors, LLC

12.15K

Mar 31, 26

-50

0.08%

RAHLFS CAPITAL, LLC

11.98K

Mar 31, 26

0.08%

BlackRock, Inc.

11.62K

Mar 31, 26

+5.68K

0.08%

MOTCO

11.60K

Mar 31, 26

0.08%

ADVISOR GROUP HOLDINGS, INC.

11.30K

Mar 31, 26

+129

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

11.00K

Mar 31, 26

+1.01K

0.08%

Advisory Services Network, LLC

10.81K

Mar 31, 26

0.07%

Robertson Stephens Wealth Management, LLC

10.60K

Mar 31, 26

0.07%

GK Wealth Management LLC

10.47K

Mar 31, 26

+10.47K

0.07%

EXENCIAL WEALTH ADVISORS, LLC

10.36K

Mar 31, 26

0.07%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

10.27K

Mar 31, 26

+10.27K

0.07%

1900 WEALTH MANAGEMENT LLC

10.27K

Mar 31, 26

+4.36K

0.07%

FRANKLIN STREET ADVISORS INC /NC

10.08K

Mar 31, 26

0.07%

Burford Brothers, Inc.

10.00K

Mar 31, 26

0.07%

Essex Financial Services, Inc.

9.24K

Mar 31, 26

+14

0.06%

M.E. ALLISON & CO., INC.

9.02K

Mar 31, 26

-25

0.06%

Verdence Capital Advisors LLC

9.00K

Mar 31, 26

-500

0.06%

DGS Capital Management, LLC

8.58K

Mar 31, 26

+3.69K

0.06%

Summit Trail Advisors, LLC

8.50K

Mar 31, 26

0.06%

Fielder Capital Group LLC

8.50K

Mar 31, 26

-1.08K

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

8.17K

Mar 31, 26

-5.86K

0.06%

Quadrature Capital Ltd

8.08K

Mar 31, 26

+8.08K

0.06%

CANADA PENSION PLAN INVESTMENT BOARD

8.00K

Mar 31, 26

0.05%

ENVESTNET ASSET MANAGEMENT INC

7.68K

Mar 31, 26

+2.35K

0.05%

BROWN ADVISORY INC

7.60K

Mar 31, 26

-1.50K

0.05%

Carnegie Capital Asset Management, LLC

7.30K

Mar 31, 26

0.05%

Colony Group, LLC

7.03K

Mar 31, 26

0.05%

Adviser Investments LLC

6.87K

Mar 31, 26

0.05%

CI Private Wealth, LLC

6.85K

Mar 31, 26

+6.85K

0.05%

PRIVATE TRUST CO NA

6.80K

Mar 31, 26

0.05%

Cetera Investment Advisers

6.76K

Mar 31, 26

+254

0.05%

Kestra Advisory Services, LLC

6.22K

Mar 31, 26

+1.98K

0.04%

HOLDERNESS INVESTMENTS CO

6.00K

Mar 31, 26

0.04%

Savant Capital, LLC

5.98K

Mar 31, 26

-5.98K

0.04%

STATE STREET CORP

5.90K

Mar 31, 26

-1.24K

0.04%

State of Wyoming

5.81K

Mar 31, 26

+3.13K

0.04%

WESTWOOD HOLDINGS GROUP INC

5.38K

Mar 31, 26

+14

0.04%

State of Tennessee, Treasury Department

5.34K

Mar 31, 26

+2.79K

0.04%

Hilltop Holdings Inc.

5.30K

Mar 31, 26

-37

0.04%

Tyche Wealth Partners LLC

5.26K

Mar 31, 26

+502

0.04%

BEACON FINANCIAL GROUP

5.25K

Mar 31, 26

0.04%

Sunbelt Securities, Inc.

5.00K

Mar 31, 26

0.03%

HighTower Advisors, LLC

4.82K

Mar 31, 26

+46

0.03%

WELLS FARGO & COMPANY/MN

4.68K

Mar 31, 26

+1.14K

0.03%

CHILTON INVESTMENT CO INC.

4.53K

Mar 31, 26

0.03%

Argent Trust Co

4.49K

Mar 31, 26

0.03%

Voleon Capital Management LP

4.39K

Mar 31, 26

-1.93K

0.03%

TITLEIST ASSET MANAGEMENT, LLC

4.19K

Mar 31, 26

+34

0.03%

AMERIPRISE FINANCIAL INC

3.98K

Mar 31, 26

-2.96K

0.03%

TCG Advisory Services, LLC

3.91K

Mar 31, 26

+29

0.03%

Oxbow Advisors, LLC

3.77K

Mar 31, 26

0.03%

Pathstone Holdings, LLC

3.62K

Mar 31, 26

0.02%

REGIONS FINANCIAL CORP

3.54K

Mar 31, 26

-280

0.02%

ISLAY CAPITAL MANAGEMENT, LLC

3.50K

Mar 31, 26

0.02%

BNP PARIBAS ARBITRAGE, SNC

3.49K

Mar 31, 26

-1.19K

0.02%

Ackerman Capital Advisors, LLC

3.42K

Mar 31, 26

0.02%

CAPTRUST FINANCIAL ADVISORS

3.39K

Mar 31, 26

-167

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

3.32K

Mar 31, 26

0.02%

Buckingham Strategic Partners

3.06K

Mar 31, 26

+3.06K

0.02%

BOKF, NA

3.00K

Mar 31, 26

0.02%

Prime Capital Investment Advisors, LLC

3.00K

Mar 31, 26

0.02%

AZZAD ASSET MANAGEMENT INC /ADV

2.96K

Mar 31, 26

+2.96K

0.02%

SFMG, LLC

2.70K

Mar 31, 26

+2.70K

0.02%

FAIRFIELD, BUSH & CO.

2.68K

Mar 31, 26

+2.68K

0.02%

ROYAL BANK OF CANADA

2.17K

Mar 31, 26

-121

0.01%

Geneos Wealth Management Inc.

1.78K

Mar 31, 26

0.01%

BRYN MAWR TRUST Co

1.50K

Mar 31, 26

+1.50K

0.01%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

1.44K

Mar 31, 26

0.01%

BankPlus Trust Department

1.36K

Mar 31, 26

0.01%

Rossby Financial, LCC

1.34K

Mar 31, 26

+1.34K

0.01%

FIFTH THIRD BANCORP

1.28K

Mar 31, 26

+456

0.01%

NewEdge Advisors, LLC

1.04K

Mar 31, 26

0.01%

Citizens National Bank Trust Department

1.00K

Mar 31, 26

0.01%

Quaker Wealth Management, LLC

1.00K

Mar 31, 26

0.01%

US BANCORP \DE\

1.00K

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

865

Mar 31, 26

0.01%

CITIGROUP INC

606

Mar 31, 26

-1.45K

0.00%

Signature Resources Capital Management, LLC

600

Mar 31, 26

0.00%

WealthCollab, LLC

501

Mar 31, 26

+64

0.00%

HUNTINGTON NATIONAL BANK

500

Mar 31, 26

0.00%

AMERICAN NATIONAL BANK

483

Mar 31, 26

-1.00K

0.00%

Olistico Wealth, LLC

427

Mar 31, 26

0.00%

Allworth Financial LP

386

Mar 31, 26

0.00%

CWM, LLC

248

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

231

Mar 31, 26

-83

0.00%

Rockefeller Capital Management L.P.

228

Mar 31, 26

-13

0.00%

Steward Partners Investment Advisory, LLC

200

Mar 31, 26

0.00%

FMR LLC

195

Mar 31, 26

-50

0.00%

Federation des caisses Desjardins du Quebec

150

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

114

Mar 31, 26

+114

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

+85

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

Golden State Equity Partners

Mar 31, 26

+55

0.00%

UMB Bank, n.a.

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

+10

0.00%

Mosley Wealth Management

Mar 31, 26

+27

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

BARCLAYS PLC

Mar 31, 26

-35

0.00%

Parallel Advisors, LLC

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

0.00%

JANE STREET GROUP, LLC

Mar 31, 26

-5.89K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-4.17K

MAI Capital Management

Mar 31, 26

-15

Cresset Asset Management, LLC

Mar 31, 26

-8.80K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-40

TrueMark Investments, LLC

Mar 31, 26

-6.05K

Empowered Funds, LLC

Mar 31, 26

-120

Cambridge Investment Research Advisors, Inc.

Mar 31, 26

-3.80K

Virtu Financial LLC

Mar 31, 26

-4.39K

PFG Investments, LLC

Mar 31, 26

-4.04K

Custos Family Office, LLC

5.56K

Dec 31, 25

0.04%

TUCKER ASSET MANAGEMENT LLC

1.00K

Dec 31, 25

+1.00K

0.01%

COMERICA BANK

159

Dec 31, 25

+53

0.00%

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-2.55K

TWO SIGMA ADVISERS, LP

Dec 31, 25

-10.80K

Global Retirement Partners, LLC

Dec 31, 25

-238

ASSET PLANNING CORPORATION

5.98K

Sep 30, 25

+5.98K

0.04%

Atria Wealth Solutions, Inc.

3.08K

Jun 30, 25

+3.08K

0.02%

Edge Capital Group, LLC

1.61K

Dec 31, 24

-29.51K

0.01%

RAYMOND JAMES & ASSOCIATES

26.29K

Sep 30, 24

-135

0.18%

Raymond James Financial Services Advisors, Inc.

5.37K

Sep 30, 24

+5.37K

0.04%

FinTrust Capital Advisors, LLC

Sep 30, 24

+53

0.00%

Greylin Investment Management, Inc

9.10K

Jun 30, 24

0.06%

Cetera Advisor Networks LLC

Mar 31, 24

-3.58K

PATHSTONE FAMILY OFFICE, LLC

3.62K

Sep 30, 23

+3.62K

0.02%

Veritable, L.P.

3.62K

Jun 30, 23

+3.62K

0.02%

EATON VANCE MANAGEMENT

12.80K

Sep 30, 22

0.09%

American Portfolios Advisors

2.02K

Sep 30, 22

+20

0.01%

QUEST CAPITAL MANAGEMENT INC /ADV

4.94K

Dec 31, 21

0.03%

BBVA USA

460

Sep 30, 21

0.00%

PNC Managed Account Solutions, Inc.

454

Jun 30, 21

+454

0.00%

FormulaFolio Investments, LLC

100

Jun 30, 21

0.00%

Pinnacle Advisory Group, Inc.

13.44K

Mar 31, 21

0.09%

LUCAS CAPITAL MANAGEMENT

28.71K

Dec 31, 20

-5.44K

0.20%

FRONTIER INVESTMENT MGMT CO

14.37K

Jun 30, 20

+14.37K

0.10%

BOYS ARNOLD & CO INC

12.68K

Mar 31, 20

0.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

13.40K

Dec 31, 19

-2.92K

0.09%

Advisor Group, Inc.

2.27K

Dec 31, 19

+23

0.02%

TRADITION CAPITAL MANAGEMENT LLC

5.00K

Mar 31, 19

+5.00K

0.03%

Horizon Kinetics LLC

34.41K

Dec 31, 18

-6.88K

0.24%

Watermark Asset Management, Inc.

Dec 31, 18

0.00%

Hawkins Capital L.P.

Dec 31, 17

-8.70K

Acrospire Investment Management LLC

Sep 30, 17

-2.90K

Commonwealth Equity Services, Inc

7.40K

Jun 30, 17

+7.40K

0.05%

WFG Advisors, LP

6.70K

Jun 30, 17

+125

0.05%

MSI Financial Services Inc

205

Dec 31, 16

0.00%

Pinnacle Summer Investments, Inc.

800

Dec 31, 15

+400

0.01%

Gary Goldberg Planning Services Inc

6.42K

Dec 31, 14

-2.65K

0.04%

UBS AG

8.02K

Sep 30, 14

+1.69K

0.06%

COMMUNITY BANK SYSTEM, INC.

200

Sep 30, 14

0.00%

First Allied Securities, Inc.

1.30K

Jun 30, 12

0.01%