SPE(SPE)
SPE
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Colony Group, LLC | 1.25M | Jun 30, 26 | -90.33K | 11.72% |
| Shaker Financial Services, LLC | 664.99K | Jun 30, 26 | +292.95K | 6.26% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 356.98K | Jun 30, 26 | +62.09K | 3.36% |
| SCOTIA CAPITAL INC. | 108.78K | Jun 30, 26 | -1.26K | 1.02% |
| OPPENHEIMER & CO INC | 36.49K | Jun 30, 26 | +15.12K | 0.34% |
| NBC SECURITIES, INC. | 26.66K | Jun 30, 26 | +10.01K | 0.25% |
| Permanent Capital Management, LP | 22.11K | Jun 30, 26 | +22.11K | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.85K | Jun 30, 26 | +5.64K | 0.21% |
| Cetera Investment Advisers | 20.44K | Jun 30, 26 | +571 | 0.19% |
| GUGGENHEIM CAPITAL LLC | 20.42K | Jun 30, 26 | -359 | 0.19% |
| Sowell Financial Services LLC | 17.93K | Jun 30, 26 | -- | 0.17% |
| TrueMark Investments, LLC | 17.35K | Jun 30, 26 | +1.14K | 0.16% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 16.80K | Jun 30, 26 | +16.80K | 0.16% |
| Live Oak Private Wealth LLC | 15.33K | Jun 30, 26 | -- | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 14.49K | Jun 30, 26 | -80.79K | 0.14% |
| PATRON PARTNERS, LLC | 14.27K | Jun 30, 26 | -- | 0.13% |
| NWF Advisory Services Inc. | 13.61K | Jun 30, 26 | -628 | 0.13% |
| HARBOUR INVESTMENTS, INC. | 13.00K | Jun 30, 26 | -3.81K | 0.12% |
| Detalus Advisors, LLC | 10.82K | Jun 30, 26 | +380 | 0.10% |
| Global Retirement Partners, LLC | 3.71K | Jun 30, 26 | +3.71K | 0.03% |
| NewEdge Advisors, LLC | 2.26K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.19K | Jun 30, 26 | +1.19K | 0.01% |
| EASTERN BANK | 750 | Jun 30, 26 | -- | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 206 | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 103 | Jun 30, 26 | +103 | 0.00% |
| CVA Family Office, LLC | 39 | Jun 30, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 26 | Jun 30, 26 | -- | 0.00% |
| Aspect Partners, LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -910 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -740 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -21.19K | -- |
| Colony Group, LLC | 1.34M | Mar 31, 26 | +12.41K | 12.57% |
| CSS LLC/IL | 118.75K | Mar 31, 26 | +2.77K | 1.12% |
| Advisors Asset Management, Inc. | 107.25K | Mar 31, 26 | -5.63K | 1.01% |
| MORGAN STANLEY | 90.76K | Mar 31, 26 | +17.38K | 0.85% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 82.07K | Mar 31, 26 | -21.42K | 0.77% |
| FIRST MANHATTAN CO. LLC. | 44.28K | Mar 31, 26 | +4.27K | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 32.04K | Mar 31, 26 | -1.08K | 0.30% |
| Ancora Advisors, LLC | 22.89K | Mar 31, 26 | +4.42K | 0.22% |
| Independent Advisor Alliance | 21.19K | Mar 31, 26 | +21.19K | 0.20% |
| GUGGENHEIM CAPITAL LLC | 20.78K | Mar 31, 26 | +575 | 0.20% |
| Cetera Investment Advisers | 19.87K | Mar 31, 26 | -18.13K | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 19.29K | Mar 31, 26 | +1.29K | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.82K | Mar 31, 26 | -1.55K | 0.11% |
| WELLS FARGO & COMPANY/MN | 11.17K | Mar 31, 26 | -704 | 0.11% |
| MAI Capital Management | 5.37K | Mar 31, 26 | +169 | 0.05% |
| UBS Group AG | 5.16K | Mar 31, 26 | +230 | 0.05% |
| NewEdge Advisors, LLC | 2.26K | Mar 31, 26 | +100 | 0.02% |
| ROYAL BANK OF CANADA | 2.25K | Mar 31, 26 | +102 | 0.02% |
| WINMILL & CO. INC | 2.09K | Mar 31, 26 | +93 | 0.02% |
| Rockefeller Capital Management L.P. | 918 | Mar 31, 26 | +28 | 0.01% |
| Advisory Services Network, LLC | 910 | Mar 31, 26 | +910 | 0.01% |
| SEVEN MILE ADVISORY | -- | Mar 31, 26 | -108.42K | -- |
| WETHERBY ASSET MANAGEMENT INC | -- | Sep 30, 25 | -12.64K | -- |
| RAYMOND JAMES & ASSOCIATES | 28.93K | Sep 30, 24 | -1.23K | 0.27% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -1.60M | -- |
| SARISSA CONSULTING LLC | 59.53K | Sep 30, 22 | -- | 0.56% |
| Crescent Capital Consulting, LLC | 1.00K | Dec 31, 21 | -- | 0.01% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | -- | Sep 30, 21 | -16.80K | -- |
| USCA RIA LLC | 14.80K | Jun 30, 21 | +14.80K | 0.14% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 36.69K | Dec 31, 19 | +2.00K | 0.35% |
| Advisor Group, Inc. | 7.46K | Dec 31, 19 | -399 | 0.07% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 56.59K | Dec 31, 18 | +10.28K | 0.53% |
| MSI Financial Services Inc | 1.49K | Dec 31, 16 | -5.04K | 0.01% |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 19.98K | Sep 30, 16 | -5.08K | 0.19% |
| Relative Value Partners, LLC | 2.48M | Mar 31, 15 | +27.50K | 23.38% |
| UBS AG | 13.79K | Sep 30, 14 | -1.01K | 0.13% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -49.17K | -- |