Nuveen S&P 500 Dynamic Overwrite Fund(SPXX)

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Nuveen S&P 500 Dynamic Overwrite Fund(SPXX)

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$19.16—

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SPXX(SPXX)

SPXX

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Institutional Ownership

Top 261 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	12.47M	Jun 30, 26	+245.05K	69.38%
WELLS FARGO & COMPANY/MN	2.44M	Jun 30, 26	-186.72K	13.57%
Saba Capital Management, L.P.	2.37M	Jun 30, 26	+830.60K	13.17%
LPL Financial LLC	2.00M	Jun 30, 26	+22.78K	11.11%
Invesco Ltd.	1.99M	Jun 30, 26	+40.74K	11.06%
Allspring Global Investments Holdings, LLC	1.95M	Jun 30, 26	+330.00K	10.86%
UBS Group AG	1.81M	Jun 30, 26	-74.21K	10.07%
RAYMOND JAMES FINANCIAL INC	1.79M	Jun 30, 26	-49.39K	9.94%
BANK OF AMERICA CORP /DE/	1.30M	Jun 30, 26	-29.07K	7.22%
Advisors Asset Management, Inc.	1.23M	Jun 30, 26	+39.84K	6.86%
GUGGENHEIM CAPITAL LLC	937.14K	Jun 30, 26	-112.33K	5.21%
ADVISOR GROUP HOLDINGS, INC.	600.56K	Jun 30, 26	+9.80K	3.34%
Cambridge Investment Research Advisors, Inc.	599.02K	Jun 30, 26	+5.08K	3.33%
ROYAL BANK OF CANADA	450.01K	Jun 30, 26	-78.70K	2.50%
STIFEL FINANCIAL CORP	436.74K	Jun 30, 26	+112.44K	2.43%
ABSOLUTE INVESTMENT ADVISERS, LLC	421.99K	Jun 30, 26	-8.45K	2.35%
AMERIPRISE FINANCIAL INC	420.87K	Jun 30, 26	-10.03K	2.34%
Twelve Points Wealth Management LLC	345.12K	Jun 30, 26	+19.62K	1.92%
Almitas Capital LLC	326.91K	Jun 30, 26	+238.35K	1.82%
Capital Investment Advisors, LLC	296.33K	Jun 30, 26	+10.80K	1.65%
Janney Montgomery Scott LLC	283.51K	Jun 30, 26	-3.80K	1.58%
Shaker Financial Services, LLC	257.33K	Jun 30, 26	-149.99K	1.43%
Hennion & Walsh Asset Management, Inc.	254.18K	Jun 30, 26	+43.60K	1.41%
COMMONWEALTH EQUITY SERVICES, LLC	242.54K	Jun 30, 26	-2.58K	1.35%
Cetera Investment Advisers	229.45K	Jun 30, 26	-32.77K	1.28%
Logan Stone Capital, LLC	228.79K	Jun 30, 26	+177.48K	1.27%
WILEY BROS.-AINTREE CAPITAL, LLC	205.57K	Jun 30, 26	-3.11K	1.14%
WOLVERINE ASSET MANAGEMENT LLC	202.47K	Jun 30, 26	-347.12K	1.13%
MONECO Advisors, LLC	198.75K	Jun 30, 26	-4.62K	1.11%
Bulldog Investors, LLP	187.57K	Jun 30, 26	+62.16K	1.04%
Quarry LP	177.17K	Jun 30, 26	-24.41K	0.99%
Sage Capital Management, LLC	166.58K	Jun 30, 26	-30.93K	0.93%
Altium Capital Management LP	157.40K	Jun 30, 26	--	0.88%
1607 Capital Partners, LLC	155.99K	Jun 30, 26	+37.60K	0.87%
Shulman DeMeo Asset Management LLC	151.55K	Jun 30, 26	-6.17K	0.84%
MML INVESTORS SERVICES, LLC	150.69K	Jun 30, 26	+65.11K	0.84%
TWO SIGMA INVESTMENTS, LP	141.51K	Jun 30, 26	--	0.79%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	139.47K	Jun 30, 26	+139.47K	0.78%
NewEdge Advisors, LLC	139.12K	Jun 30, 26	+3.46K	0.77%
ENVESTNET ASSET MANAGEMENT INC	134.29K	Jun 30, 26	-111.98K	0.75%
FORTEM FINANCIAL GROUP, LLC	126.00K	Jun 30, 26	-4.91K	0.70%
PARK AVENUE SECURITIES LLC	113.09K	Jun 30, 26	-68.04K	0.63%
Cypress Capital Management LLC (WY)	110.38K	Jun 30, 26	+15.90K	0.61%
Colony Group, LLC	109.64K	Jun 30, 26	+729	0.61%
Kestra Advisory Services, LLC	104.22K	Jun 30, 26	-105.49K	0.58%
Prospera Financial Services Inc	101.81K	Jun 30, 26	+2.86K	0.57%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	98.55K	Jun 30, 26	+18.34K	0.55%
TPG Advisors LLC	97.35K	Jun 30, 26	-1.57K	0.54%
Private Advisor Group, LLC	94.67K	Jun 30, 26	+2.66K	0.53%
D.A. DAVIDSON & CO.	89.62K	Jun 30, 26	-1.91K	0.50%
FIFTH THIRD BANCORP	77.91K	Jun 30, 26	+76.91K	0.43%
Integrated Wealth Concepts LLC	76.50K	Jun 30, 26	+1.55K	0.43%
Ionic Capital Management LLC	76.37K	Jun 30, 26	-54.62K	0.42%
ISLAY CAPITAL MANAGEMENT, LLC	75.98K	Jun 30, 26	+9.37K	0.42%
HighTower Advisors, LLC	75.74K	Jun 30, 26	-517.18K	0.42%
Moors & Cabot, Inc.	75.11K	Jun 30, 26	+711	0.42%
EXCEL SECURITIES & ASSOCIATES, INC.	68.25K	Jun 30, 26	--	0.38%
Dynamic Advisor Solutions LLC	66.36K	Jun 30, 26	+16.70K	0.37%
Patten Group, Inc.	65.77K	Jun 30, 26	+25.85K	0.37%
Allworth Financial LP	65.42K	Jun 30, 26	+2.37K	0.36%
Tyche Wealth Partners LLC	64.91K	Jun 30, 26	+122	0.36%
DAVENPORT & Co LLC	61.37K	Jun 30, 26	-4.94K	0.34%
Blake Schutter Theil Wealth Advisors, LLC	57.38K	Jun 30, 26	-2	0.32%
Atomi Financial Group, Inc.	57.20K	Jun 30, 26	+7.61K	0.32%
TRUIST FINANCIAL CORP	57.12K	Jun 30, 26	-3.81K	0.32%
Baird Financial Group, Inc.	55.82K	Jun 30, 26	+11.98K	0.31%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	52.52K	Jun 30, 26	+357	0.29%
PUFF WEALTH MANAGEMENT, LLC	51.26K	Jun 30, 26	+51.26K	0.29%
SIMS INVESTMENT MANAGEMENT, LLC	50.46K	Jun 30, 26	--	0.28%
IMC-Chicago, LLC	50.25K	Jun 30, 26	+50.25K	0.28%
Rockefeller Capital Management L.P.	47.46K	Jun 30, 26	+914	0.26%
Richmond Investment Services, LLC	46.10K	Jun 30, 26	-42.95K	0.26%
Steward Partners Investment Advisory, LLC	44.96K	Jun 30, 26	-609	0.25%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	44.11K	Jun 30, 26	-526	0.25%
XTX Topco Ltd	43.40K	Jun 30, 26	+24.40K	0.24%
Alteri Wealth LLC	43.26K	Jun 30, 26	+317	0.24%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	42.04K	Jun 30, 26	-39	0.23%
Venture Visionary Partners LLC	41.70K	Jun 30, 26	--	0.23%
Western Wealth Management, LLC	40.54K	Jun 30, 26	+38	0.23%
UMB Bank, n.a.	39.83K	Jun 30, 26	-2	0.22%
PNC FINANCIAL SERVICES GROUP, INC.	37.96K	Jun 30, 26	-7.14K	0.21%
IFP Advisors, Inc	37.90K	Jun 30, 26	-200	0.21%
WORLD EQUITY GROUP, INC.	37.43K	Jun 30, 26	+4.57K	0.21%
Diversify Advisory Services, LLC	37.08K	Jun 30, 26	+37.08K	0.21%
DIVERSIFY WEALTH MANAGEMENT, LLC	37.08K	Jun 30, 26	--	0.21%
Calamos Advisors LLC	36.82K	Jun 30, 26	+10.84K	0.20%
Spire Wealth Management	36.68K	Jun 30, 26	+631	0.20%
NBC SECURITIES, INC.	36.49K	Jun 30, 26	-293	0.20%
Investment Partners Asset Management, Inc.	36.35K	Jun 30, 26	--	0.20%
Pensionmark Financial Group, LLC	35.95K	Jun 30, 26	-4.86K	0.20%
Summit Financial, LLC	35.91K	Jun 30, 26	-52	0.20%
Focused Wealth Management, Inc	35.07K	Jun 30, 26	--	0.20%
WEDBUSH SECURITIES INC	34.85K	Jun 30, 26	-1.66K	0.19%
CHOREO, LLC	34.75K	Jun 30, 26	-5.57K	0.19%
Sanctuary Advisors, LLC	34.39K	Jun 30, 26	+1.46K	0.19%
CAPTRUST FINANCIAL ADVISORS	33.23K	Jun 30, 26	-1.40K	0.18%
Pflug Koory, LLC	32.69K	Jun 30, 26	--	0.18%
Formidable Asset Management, LLC	31.80K	Jun 30, 26	+31.80K	0.18%
B. Riley Wealth Advisors, Inc.	30.01K	Jun 30, 26	+30.01K	0.17%
COMMONS CAPITAL, LLC	29.09K	Jun 30, 26	-457	0.16%
Waverly Advisors, LLC	28.96K	Jun 30, 26	-725	0.16%
Hilltop Holdings Inc.	28.94K	Jun 30, 26	-2.94K	0.16%
MARCO INVESTMENT MANAGEMENT LLC	28.80K	Jun 30, 26	-2	0.16%
MGO ONE SEVEN LLC	27.94K	Jun 30, 26	+27.94K	0.16%
Jackson, Grant Investment Advisers, Inc.	27.37K	Jun 30, 26	+503	0.15%
Institute for Wealth Management, LLC.	25.74K	Jun 30, 26	+25.74K	0.14%
Mariner, LLC	25.65K	Jun 30, 26	+6.20K	0.14%
Patriot Financial Group Insurance Agency, LLC	25.47K	Jun 30, 26	-25.77K	0.14%
HRT FINANCIAL LP	24.28K	Jun 30, 26	+24.28K	0.14%
Kovack Advisors, Inc.	24.06K	Jun 30, 26	+7.68K	0.13%
Pointe Capital Management LLC	23.75K	Jun 30, 26	-560	0.13%
INSTRUMENTAL WEALTH, LLC	22.53K	Jun 30, 26	-2	0.13%
MERCER GLOBAL ADVISORS INC /ADV	20.81K	Jun 30, 26	+6.76K	0.12%
Creative Planning	20.80K	Jun 30, 26	-3.16K	0.12%
Lido Advisors, LLC	20.09K	Jun 30, 26	-4	0.11%
SAGESPRING WEALTH PARTNERS, LLC	19.83K	Jun 30, 26	-327	0.11%
BANK OF MONTREAL /CAN/	19.76K	Jun 30, 26	+6.27K	0.11%
CoreCap Advisors, LLC	18.55K	Jun 30, 26	+1.28K	0.10%
Concurrent Investment Advisors, LLC	18.53K	Jun 30, 26	-718	0.10%
INTEGRATED CAPITAL MANAGEMENT, INC.	18.50K	Jun 30, 26	-15.93K	0.10%
Palogic Value Management, L.P.	17.94K	Jun 30, 26	-5	0.10%
KINGSWOOD WEALTH ADVISORS, LLC	17.50K	Jun 30, 26	+1.20K	0.10%
UHLMANN PRICE SECURITIES, LLC	16.94K	Jun 30, 26	+2.74K	0.09%
WEALTH EFFECTS LLC	16.43K	Jun 30, 26	--	0.09%
Virtu Financial LLC	16.29K	Jun 30, 26	+16.29K	0.09%
StoneX Group Inc.	16.08K	Jun 30, 26	-3.09K	0.09%
Quantedge Capital Pte Ltd	16.08K	Jun 30, 26	-14.50K	0.09%
Armor Investment Advisors, LLC	15.65K	Jun 30, 26	-693	0.09%
Procyon Advisors, LLC	15.61K	Jun 30, 26	--	0.09%
Triumph Capital Management	15.21K	Jun 30, 26	--	0.08%
Maltin Wealth Management, Inc.	15.10K	Jun 30, 26	-1.00K	0.08%
Apriem Advisors	15.08K	Jun 30, 26	-4	0.08%
Morey & Quinn Wealth Partners, LLC	14.84K	Jun 30, 26	-3	0.08%
Pathstone Holdings, LLC	14.72K	Jun 30, 26	-32.98K	0.08%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	14.39K	Jun 30, 26	--	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.37K	Jun 30, 26	-45	0.08%
COMMERCE BANK	14.28K	Jun 30, 26	+999	0.08%
HARBOUR INVESTMENTS, INC.	13.95K	Jun 30, 26	--	0.08%
Aptus Capital Advisors, LLC	13.95K	Jun 30, 26	--	0.08%
Aviance Capital Partners, LLC	13.93K	Jun 30, 26	-1.58K	0.08%
PINNACLE ASSOCIATES LTD	13.88K	Jun 30, 26	-6	0.08%
Merit Financial Group, LLC	13.71K	Jun 30, 26	-107	0.08%
Wealth Preservation Advisors, LLC	13.69K	Jun 30, 26	+13.69K	0.08%
CSS LLC/IL	13.09K	Jun 30, 26	-1.80K	0.07%
PKS Advisory Services, LLC	12.99K	Jun 30, 26	-2.65K	0.07%
Apella Capital, LLC	12.62K	Jun 30, 26	--	0.07%
Kapstone Financial Advisors LLC	12.60K	Jun 30, 26	-4	0.07%
VISTA INVESTMENT PARTNERS II, LLC	12.34K	Jun 30, 26	-2	0.07%
GREAT VALLEY ADVISOR GROUP, INC.	12.33K	Jun 30, 26	-1.50K	0.07%
Global Retirement Partners, LLC	12.05K	Jun 30, 26	+12.05K	0.07%
Founders Financial Alliance, LLC	11.76K	Jun 30, 26	+1.16K	0.07%
LAIRD NORTON TRUST COMPANY, LLC	11.56K	Jun 30, 26	--	0.06%
Axiom Investment Management LLC	11.31K	Jun 30, 26	+1.24K	0.06%
NWF Advisory Services Inc.	11.22K	Jun 30, 26	--	0.06%
Beacon Pointe Advisors, LLC	11.11K	Jun 30, 26	+11.11K	0.06%
TRANSCEND CAPITAL ADVISORS, LLC	11.03K	Jun 30, 26	+11.03K	0.06%
Farther Finance Advisors, LLC	10.52K	Jun 30, 26	-25.80K	0.06%
Centurion Wealth Management LLC	10.34K	Jun 30, 26	-4	0.06%
HOLLENCREST CAPITAL MANAGEMENT	7.23K	Jun 30, 26	--	0.04%
PFS Partners, LLC	7.00K	Jun 30, 26	--	0.04%
Geneos Wealth Management Inc.	6.52K	Jun 30, 26	+6.35K	0.04%
HAZLETT, BURT & WATSON, INC.	6.38K	Jun 30, 26	--	0.04%
EASTERN BANK	6.33K	Jun 30, 26	--	0.04%
HUNTINGTON NATIONAL BANK	5.49K	Jun 30, 26	+3.36K	0.03%
Larson Financial Group LLC	5.34K	Jun 30, 26	--	0.03%
SIGNATUREFD, LLC	5.32K	Jun 30, 26	+3.21K	0.03%
US BANCORP \DE\	5.29K	Jun 30, 26	+1.09K	0.03%
Pinnacle Wealth Planning Services, Inc.	5.00K	Jun 30, 26	-13	0.03%
Smallwood Wealth Investment Management, LLC	4.61K	Jun 30, 26	+12	0.03%
PRIVATE TRUST CO NA	4.53K	Jun 30, 26	+4.53K	0.03%
Ameritas Advisory Services, LLC	3.18K	Jun 30, 26	+1.40K	0.02%
BEACON INVESTMENT ADVISORY SERVICES, INC.	3.04K	Jun 30, 26	-1	0.02%
SRS Capital Advisors, Inc.	2.90K	Jun 30, 26	-1.17K	0.02%
CITIGROUP INC	2.90K	Jun 30, 26	--	0.02%
HARBOR INVESTMENT ADVISORY, LLC	2.85K	Jun 30, 26	--	0.02%
IFG Advisory, LLC	2.59K	Jun 30, 26	+2.59K	0.01%
Marshall & Sterling Wealth Advisors Inc.	2.52K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	2.40K	Jun 30, 26	+2.38K	0.01%
Buck Wealth Strategies, LLC	2.10K	Jun 30, 26	+2.10K	0.01%
LifeSteps Financial, Inc.	2.03K	Jun 30, 26	+2.03K	0.01%
FNY Investment Advisers, LLC	2.00K	Jun 30, 26	--	0.01%
North Star Investment Management Corp.	2.00K	Jun 30, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	1.93K	Jun 30, 26	+1.93K	0.01%
CENTRAL TRUST Co	1.78K	Jun 30, 26	+1.78K	0.01%
Crews Bank & Trust	1.55K	Jun 30, 26	-2	0.01%
DELTA ASSET MANAGEMENT LLC/TN	1.51K	Jun 30, 26	--	0.01%
BRYN MAWR TRUST Co	1.42K	Jun 30, 26	--	0.01%
WPG Advisers, LLC	1.41K	Jun 30, 26	-2	0.01%
SOA Wealth Advisors, LLC.	1.14K	Jun 30, 26	--	0.01%
GABLES CAPITAL MANAGEMENT INC.	839	Jun 30, 26	-1	0.00%
CoreFirst Bank & Trust	780	Jun 30, 26	+780	0.00%
ASSETMARK, INC	743	Jun 30, 26	-97	0.00%
ROTHSCHILD INVESTMENT LLC	581	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	532	Jun 30, 26	--	0.00%
Imprint Wealth LLC	508	Jun 30, 26	-20	0.00%
Costello Asset Management, INC	503	Jun 30, 26	-48	0.00%
MB, LEVIS & ASSOCIATES, LLC	503	Jun 30, 26	+503	0.00%
AdvisorNet Financial, Inc	434	Jun 30, 26	--	0.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	390	Jun 30, 26	--	0.00%
GoalVest Advisory LLC	301	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	293	Jun 30, 26	+293	0.00%
Glass Jacobson Investment Advisors llc	214	Jun 30, 26	-1	0.00%
Colonial Trust Co / SC	213	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	212	Jun 30, 26	--	0.00%
Fortis Group Advisors, LLC	209	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	200	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	191	Jun 30, 26	--	0.00%
Ameliora Wealth Management Ltd.	167	Jun 30, 26	+167	0.00%
HIGHLINE WEALTH PARTNERS LLC	150	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	145	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	100	Jun 30, 26	+100	0.00%
Pinnacle Bancorp, Inc.	96	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	91	Jun 30, 26	-1	0.00%
N.E.W. Advisory Services LLC	70	Jun 30, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	24	Jun 30, 26	+24	0.00%
Tower Research Capital LLC (TRC)	20	Jun 30, 26	-153	0.00%
ENCOMPASS WEALTH ADVISORS, LLC	--	Jun 30, 26	-11.93K	--
RIVERNORTH CAPITAL MANAGEMENT, LLC	--	Jun 30, 26	-99.33K	--
Independent Advisor Alliance	--	Jun 30, 26	-247.49K	--
CI Private Wealth, LLC	--	Jun 30, 26	-12.49K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-2.52K	--
Bay Capital Advisors, LLC	--	Jun 30, 26	-14.93K	--
Key FInancial Inc	--	Jun 30, 26	-468	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-14.06K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-18.78K	--
Advisory Services Network, LLC	--	Jun 30, 26	-3.88K	--
INDEPENDENT FINANCIAL GROUP, LLC	--	Jun 30, 26	-10.12K	--
TD PRIVATE CLIENT WEALTH LLC	--	Jun 30, 26	-3.15K	--
Thomas J. Herzfeld Advisors, Inc.	--	Jun 30, 26	-149.09K	--
TrueMark Investments, LLC	--	Jun 30, 26	-11.38K	--
Abound Wealth Management	--	Jun 30, 26	-126	--
MAI Capital Management	--	Jun 30, 26	-178	--
Sound Income Strategies, LLC	--	Jun 30, 26	-677	--
Kilter Group LLC	--	Jun 30, 26	-1.63K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-50.38K	--
Leo Wealth, LLC	49.85K	Mar 31, 26	+49.85K	0.28%
Kingsview Wealth Management, LLC	14.91K	Mar 31, 26	+14.91K	0.08%
CWM, LLC	8.59K	Mar 31, 26	+8.59K	0.05%
Sunbelt Securities, Inc.	1.78K	Mar 31, 26	+1.78K	0.01%
McIlrath & Eck, LLC	328	Mar 31, 26	+328	0.00%
CIBC Private Wealth Group, LLC	2.50K	Dec 31, 25	+2.50K	0.01%
COMERICA BANK	1.00K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-26.09K	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-233.07K	--
Sheaff Brock Investment Advisors, LLC	17.86K	Mar 31, 25	+125	0.10%
Raymond James Financial Services Advisors, Inc.	281.16K	Sep 30, 24	+263	1.56%
RAYMOND JAMES & ASSOCIATES	42.40K	Sep 30, 24	+17.00K	0.24%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.25K	Jun 30, 24	--	0.02%
Cetera Advisor Networks LLC	15.11K	Mar 31, 24	-204	0.08%
DFPG INVESTMENTS, LLC	16.47K	Dec 31, 23	--	0.09%
Baystate Wealth Management LLC	849	Dec 31, 23	+32	0.00%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-1.99K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	20.28K	Dec 31, 19	-329	0.11%
Advisor Group, Inc.	10.11K	Dec 31, 19	+1.33K	0.06%
SUNTRUST BANKS INC	12.41K	Sep 30, 19	--	0.07%
FinTrust Investment Advisory Services, LLC	13.77K	Mar 31, 18	--	0.08%
MSI Financial Services Inc	--	Dec 31, 16	-405	--
VSR Financial Services, Inc.	20.00K	Jun 30, 16	+20.00K	0.11%
Relative Value Partners, LLC	162.04K	Mar 31, 15	-17.36K	0.90%
UBS AG	218.75K	Sep 30, 14	+12.88K	1.22%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	131.07K	Jun 30, 10	-7.54K	0.73%

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Holder

Date

Change

% Held

MORGAN STANLEY

12.47M

Jun 30, 26

+245.05K

69.38%

WELLS FARGO & COMPANY/MN

2.44M

Jun 30, 26

-186.72K

13.57%

Saba Capital Management, L.P.

2.37M

Jun 30, 26

+830.60K

13.17%

LPL Financial LLC

2.00M

Jun 30, 26

+22.78K

11.11%

Invesco Ltd.

1.99M

Jun 30, 26

+40.74K

11.06%

Allspring Global Investments Holdings, LLC

1.95M

Jun 30, 26

+330.00K

10.86%

UBS Group AG

1.81M

Jun 30, 26

-74.21K

10.07%

RAYMOND JAMES FINANCIAL INC

1.79M

Jun 30, 26

-49.39K

9.94%

BANK OF AMERICA CORP /DE/

1.30M

Jun 30, 26

-29.07K

7.22%

Advisors Asset Management, Inc.

1.23M

Jun 30, 26

+39.84K

6.86%

GUGGENHEIM CAPITAL LLC

937.14K

Jun 30, 26

-112.33K

5.21%

ADVISOR GROUP HOLDINGS, INC.

600.56K

Jun 30, 26

+9.80K

3.34%

Cambridge Investment Research Advisors, Inc.

599.02K

Jun 30, 26

+5.08K

3.33%

ROYAL BANK OF CANADA

450.01K

Jun 30, 26

-78.70K

2.50%

STIFEL FINANCIAL CORP

436.74K

Jun 30, 26

+112.44K

2.43%

ABSOLUTE INVESTMENT ADVISERS, LLC

421.99K

Jun 30, 26

-8.45K

2.35%

AMERIPRISE FINANCIAL INC

420.87K

Jun 30, 26

-10.03K

2.34%

Twelve Points Wealth Management LLC

345.12K

Jun 30, 26

+19.62K

1.92%

Almitas Capital LLC

326.91K

Jun 30, 26

+238.35K

1.82%

Capital Investment Advisors, LLC

296.33K

Jun 30, 26

+10.80K

1.65%

Janney Montgomery Scott LLC

283.51K

Jun 30, 26

-3.80K

1.58%

Shaker Financial Services, LLC

257.33K

Jun 30, 26

-149.99K

1.43%

Hennion & Walsh Asset Management, Inc.

254.18K

Jun 30, 26

+43.60K

1.41%

COMMONWEALTH EQUITY SERVICES, LLC

242.54K

Jun 30, 26

-2.58K

1.35%

Cetera Investment Advisers

229.45K

Jun 30, 26

-32.77K

1.28%

Logan Stone Capital, LLC

228.79K

Jun 30, 26

+177.48K

1.27%

WILEY BROS.-AINTREE CAPITAL, LLC

205.57K

Jun 30, 26

-3.11K

1.14%

WOLVERINE ASSET MANAGEMENT LLC

202.47K

Jun 30, 26

-347.12K

1.13%

MONECO Advisors, LLC

198.75K

Jun 30, 26

-4.62K

1.11%

Bulldog Investors, LLP

187.57K

Jun 30, 26

+62.16K

1.04%

Quarry LP

177.17K

Jun 30, 26

-24.41K

0.99%

Sage Capital Management, LLC

166.58K

Jun 30, 26

-30.93K

0.93%

Altium Capital Management LP

157.40K

Jun 30, 26

0.88%

1607 Capital Partners, LLC

155.99K

Jun 30, 26

+37.60K

0.87%

Shulman DeMeo Asset Management LLC

151.55K

Jun 30, 26

-6.17K

0.84%

MML INVESTORS SERVICES, LLC

150.69K

Jun 30, 26

+65.11K

0.84%

TWO SIGMA INVESTMENTS, LP

141.51K

Jun 30, 26

0.79%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

139.47K

Jun 30, 26

+139.47K

0.78%

NewEdge Advisors, LLC

139.12K

Jun 30, 26

+3.46K

0.77%

ENVESTNET ASSET MANAGEMENT INC

134.29K

Jun 30, 26

-111.98K

0.75%

FORTEM FINANCIAL GROUP, LLC

126.00K

Jun 30, 26

-4.91K

0.70%

PARK AVENUE SECURITIES LLC

113.09K

Jun 30, 26

-68.04K

0.63%

Cypress Capital Management LLC (WY)

110.38K

Jun 30, 26

+15.90K

0.61%

Colony Group, LLC

109.64K

Jun 30, 26

+729

0.61%

Kestra Advisory Services, LLC

104.22K

Jun 30, 26

-105.49K

0.58%

Prospera Financial Services Inc

101.81K

Jun 30, 26

+2.86K

0.57%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

98.55K

Jun 30, 26

+18.34K

0.55%

TPG Advisors LLC

97.35K

Jun 30, 26

-1.57K

0.54%

Private Advisor Group, LLC

94.67K

Jun 30, 26

+2.66K

0.53%

D.A. DAVIDSON & CO.

89.62K

Jun 30, 26

-1.91K

0.50%

FIFTH THIRD BANCORP

77.91K

Jun 30, 26

+76.91K

0.43%

Integrated Wealth Concepts LLC

76.50K

Jun 30, 26

+1.55K

0.43%

Ionic Capital Management LLC

76.37K

Jun 30, 26

-54.62K

0.42%

ISLAY CAPITAL MANAGEMENT, LLC

75.98K

Jun 30, 26

+9.37K

0.42%

HighTower Advisors, LLC

75.74K

Jun 30, 26

-517.18K

0.42%

Moors & Cabot, Inc.

75.11K

Jun 30, 26

+711

0.42%

EXCEL SECURITIES & ASSOCIATES, INC.

68.25K

Jun 30, 26

0.38%

Dynamic Advisor Solutions LLC

66.36K

Jun 30, 26

+16.70K

0.37%

Patten Group, Inc.

65.77K

Jun 30, 26

+25.85K

0.37%

Allworth Financial LP

65.42K

Jun 30, 26

+2.37K

0.36%

Tyche Wealth Partners LLC

64.91K

Jun 30, 26

+122

0.36%

DAVENPORT & Co LLC

61.37K

Jun 30, 26

-4.94K

0.34%

Blake Schutter Theil Wealth Advisors, LLC

57.38K

Jun 30, 26

-2

0.32%

Atomi Financial Group, Inc.

57.20K

Jun 30, 26

+7.61K

0.32%

TRUIST FINANCIAL CORP

57.12K

Jun 30, 26

-3.81K

0.32%

Baird Financial Group, Inc.

55.82K

Jun 30, 26

+11.98K

0.31%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

52.52K

Jun 30, 26

+357

0.29%

PUFF WEALTH MANAGEMENT, LLC

51.26K

Jun 30, 26

+51.26K

0.29%

SIMS INVESTMENT MANAGEMENT, LLC

50.46K

Jun 30, 26

0.28%

IMC-Chicago, LLC

50.25K

Jun 30, 26

+50.25K

0.28%

Rockefeller Capital Management L.P.

47.46K

Jun 30, 26

+914

0.26%

Richmond Investment Services, LLC

46.10K

Jun 30, 26

-42.95K

0.26%

Steward Partners Investment Advisory, LLC

44.96K

Jun 30, 26

-609

0.25%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

44.11K

Jun 30, 26

-526

0.25%

XTX Topco Ltd

43.40K

Jun 30, 26

+24.40K

0.24%

Alteri Wealth LLC

43.26K

Jun 30, 26

+317

0.24%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

42.04K

Jun 30, 26

-39

0.23%

Venture Visionary Partners LLC

41.70K

Jun 30, 26

0.23%

Western Wealth Management, LLC

40.54K

Jun 30, 26

+38

0.23%

UMB Bank, n.a.

39.83K

Jun 30, 26

-2

0.22%

PNC FINANCIAL SERVICES GROUP, INC.

37.96K

Jun 30, 26

-7.14K

0.21%

IFP Advisors, Inc

37.90K

Jun 30, 26

-200

0.21%

WORLD EQUITY GROUP, INC.

37.43K

Jun 30, 26

+4.57K

0.21%

Diversify Advisory Services, LLC

37.08K

Jun 30, 26

+37.08K

0.21%

DIVERSIFY WEALTH MANAGEMENT, LLC

37.08K

Jun 30, 26

0.21%

Calamos Advisors LLC

36.82K

Jun 30, 26

+10.84K

0.20%

Spire Wealth Management

36.68K

Jun 30, 26

+631

0.20%

NBC SECURITIES, INC.

36.49K

Jun 30, 26

-293

0.20%

Investment Partners Asset Management, Inc.

36.35K

Jun 30, 26

0.20%

Pensionmark Financial Group, LLC

35.95K

Jun 30, 26

-4.86K

0.20%

Summit Financial, LLC

35.91K

Jun 30, 26

-52

0.20%

Focused Wealth Management, Inc

35.07K

Jun 30, 26

0.20%

WEDBUSH SECURITIES INC

34.85K

Jun 30, 26

-1.66K

0.19%

CHOREO, LLC

34.75K

Jun 30, 26

-5.57K

0.19%

Sanctuary Advisors, LLC

34.39K

Jun 30, 26

+1.46K

0.19%

CAPTRUST FINANCIAL ADVISORS

33.23K

Jun 30, 26

-1.40K

0.18%

Pflug Koory, LLC

32.69K

Jun 30, 26

0.18%

Formidable Asset Management, LLC

31.80K

Jun 30, 26

+31.80K

0.18%

B. Riley Wealth Advisors, Inc.

30.01K

Jun 30, 26

+30.01K

0.17%

COMMONS CAPITAL, LLC

29.09K

Jun 30, 26

-457

0.16%

Waverly Advisors, LLC

28.96K

Jun 30, 26

-725

0.16%

Hilltop Holdings Inc.

28.94K

Jun 30, 26

-2.94K

0.16%

MARCO INVESTMENT MANAGEMENT LLC

28.80K

Jun 30, 26

-2

0.16%

MGO ONE SEVEN LLC

27.94K

Jun 30, 26

+27.94K

0.16%

Jackson, Grant Investment Advisers, Inc.

27.37K

Jun 30, 26

+503

0.15%

Institute for Wealth Management, LLC.

25.74K

Jun 30, 26

+25.74K

0.14%

Mariner, LLC

25.65K

Jun 30, 26

+6.20K

0.14%

Patriot Financial Group Insurance Agency, LLC

25.47K

Jun 30, 26

-25.77K

0.14%

HRT FINANCIAL LP

24.28K

Jun 30, 26

+24.28K

0.14%

Kovack Advisors, Inc.

24.06K

Jun 30, 26

+7.68K

0.13%

Pointe Capital Management LLC

23.75K

Jun 30, 26

-560

0.13%

INSTRUMENTAL WEALTH, LLC

22.53K

Jun 30, 26

-2

0.13%

MERCER GLOBAL ADVISORS INC /ADV

20.81K

Jun 30, 26

+6.76K

0.12%

Creative Planning

20.80K

Jun 30, 26

-3.16K

0.12%

Lido Advisors, LLC

20.09K

Jun 30, 26

-4

0.11%

SAGESPRING WEALTH PARTNERS, LLC

19.83K

Jun 30, 26

-327

0.11%

BANK OF MONTREAL /CAN/

19.76K

Jun 30, 26

+6.27K

0.11%

CoreCap Advisors, LLC

18.55K

Jun 30, 26

+1.28K

0.10%

Concurrent Investment Advisors, LLC

18.53K

Jun 30, 26

-718

0.10%

INTEGRATED CAPITAL MANAGEMENT, INC.

18.50K

Jun 30, 26

-15.93K

0.10%

Palogic Value Management, L.P.

17.94K

Jun 30, 26

-5

0.10%

KINGSWOOD WEALTH ADVISORS, LLC

17.50K

Jun 30, 26

+1.20K

0.10%

UHLMANN PRICE SECURITIES, LLC

16.94K

Jun 30, 26

+2.74K

0.09%

WEALTH EFFECTS LLC

16.43K

Jun 30, 26

0.09%

Virtu Financial LLC

16.29K

Jun 30, 26

+16.29K

0.09%

StoneX Group Inc.

16.08K

Jun 30, 26

-3.09K

0.09%

Quantedge Capital Pte Ltd

16.08K

Jun 30, 26

-14.50K

0.09%

Armor Investment Advisors, LLC

15.65K

Jun 30, 26

-693

0.09%

Procyon Advisors, LLC

15.61K

Jun 30, 26

0.09%

Triumph Capital Management

15.21K

Jun 30, 26

0.08%

Maltin Wealth Management, Inc.

15.10K

Jun 30, 26

-1.00K

0.08%

Apriem Advisors

15.08K

Jun 30, 26

-4

0.08%

Morey & Quinn Wealth Partners, LLC

14.84K

Jun 30, 26

-3

0.08%

Pathstone Holdings, LLC

14.72K

Jun 30, 26

-32.98K

0.08%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

14.39K

Jun 30, 26

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.37K

Jun 30, 26

-45

0.08%

COMMERCE BANK

14.28K

Jun 30, 26

+999

0.08%

HARBOUR INVESTMENTS, INC.

13.95K

Jun 30, 26

0.08%

Aptus Capital Advisors, LLC

13.95K

Jun 30, 26

0.08%

Aviance Capital Partners, LLC

13.93K

Jun 30, 26

-1.58K

0.08%

PINNACLE ASSOCIATES LTD

13.88K

Jun 30, 26

-6

0.08%

Merit Financial Group, LLC

13.71K

Jun 30, 26

-107

0.08%

Wealth Preservation Advisors, LLC

13.69K

Jun 30, 26

+13.69K

0.08%

CSS LLC/IL

13.09K

Jun 30, 26

-1.80K

0.07%

PKS Advisory Services, LLC

12.99K

Jun 30, 26

-2.65K

0.07%

Apella Capital, LLC

12.62K

Jun 30, 26

0.07%

Kapstone Financial Advisors LLC

12.60K

Jun 30, 26

-4

0.07%

VISTA INVESTMENT PARTNERS II, LLC

12.34K

Jun 30, 26

-2

0.07%

GREAT VALLEY ADVISOR GROUP, INC.

12.33K

Jun 30, 26

-1.50K

0.07%

Global Retirement Partners, LLC

12.05K

Jun 30, 26

+12.05K

0.07%

Founders Financial Alliance, LLC

11.76K

Jun 30, 26

+1.16K

0.07%

LAIRD NORTON TRUST COMPANY, LLC

11.56K

Jun 30, 26

0.06%

Axiom Investment Management LLC

11.31K

Jun 30, 26

+1.24K

0.06%

NWF Advisory Services Inc.

11.22K

Jun 30, 26

0.06%

Beacon Pointe Advisors, LLC

11.11K

Jun 30, 26

+11.11K

0.06%

TRANSCEND CAPITAL ADVISORS, LLC

11.03K

Jun 30, 26

+11.03K

0.06%

Farther Finance Advisors, LLC

10.52K

Jun 30, 26

-25.80K

0.06%

Centurion Wealth Management LLC

10.34K

Jun 30, 26

-4

0.06%

HOLLENCREST CAPITAL MANAGEMENT

7.23K

Jun 30, 26

0.04%

PFS Partners, LLC

7.00K

Jun 30, 26

0.04%

Geneos Wealth Management Inc.

6.52K

Jun 30, 26

+6.35K

0.04%

HAZLETT, BURT & WATSON, INC.

6.38K

Jun 30, 26

0.04%

EASTERN BANK

6.33K

Jun 30, 26

0.04%

HUNTINGTON NATIONAL BANK

5.49K

Jun 30, 26

+3.36K

0.03%

Larson Financial Group LLC

5.34K

Jun 30, 26

0.03%

SIGNATUREFD, LLC

5.32K

Jun 30, 26

+3.21K

0.03%

US BANCORP \DE\

5.29K

Jun 30, 26

+1.09K

0.03%

Pinnacle Wealth Planning Services, Inc.

5.00K

Jun 30, 26

-13

0.03%

Smallwood Wealth Investment Management, LLC

4.61K

Jun 30, 26

+12

0.03%

PRIVATE TRUST CO NA

4.53K

Jun 30, 26

+4.53K

0.03%

Ameritas Advisory Services, LLC

3.18K

Jun 30, 26

+1.40K

0.02%

BEACON INVESTMENT ADVISORY SERVICES, INC.

3.04K

Jun 30, 26

-1

0.02%

SRS Capital Advisors, Inc.

2.90K

Jun 30, 26

-1.17K

0.02%

CITIGROUP INC

2.90K

Jun 30, 26

0.02%

HARBOR INVESTMENT ADVISORY, LLC

2.85K

Jun 30, 26

0.02%

IFG Advisory, LLC

2.59K

Jun 30, 26

+2.59K

0.01%

Marshall & Sterling Wealth Advisors Inc.

2.52K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

2.40K

Jun 30, 26

+2.38K

0.01%

Buck Wealth Strategies, LLC

2.10K

Jun 30, 26

+2.10K

0.01%

LifeSteps Financial, Inc.

2.03K

Jun 30, 26

+2.03K

0.01%

FNY Investment Advisers, LLC

2.00K

Jun 30, 26

0.01%

North Star Investment Management Corp.

2.00K

Jun 30, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

1.93K

Jun 30, 26

+1.93K

0.01%

CENTRAL TRUST Co

1.78K

Jun 30, 26

+1.78K

0.01%

Crews Bank & Trust

1.55K

Jun 30, 26

-2

0.01%

DELTA ASSET MANAGEMENT LLC/TN

1.51K

Jun 30, 26

0.01%

BRYN MAWR TRUST Co

1.42K

Jun 30, 26

0.01%

WPG Advisers, LLC

1.41K

Jun 30, 26

-2

0.01%

SOA Wealth Advisors, LLC.

1.14K

Jun 30, 26

0.01%

GABLES CAPITAL MANAGEMENT INC.

839

Jun 30, 26

-1

0.00%

CoreFirst Bank & Trust

780

Jun 30, 26

+780

0.00%

ASSETMARK, INC

743

Jun 30, 26

-97

0.00%

ROTHSCHILD INVESTMENT LLC

581

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

532

Jun 30, 26

0.00%

Imprint Wealth LLC

508

Jun 30, 26

-20

0.00%

Costello Asset Management, INC

503

Jun 30, 26

-48

0.00%

MB, LEVIS & ASSOCIATES, LLC

503

Jun 30, 26

+503

0.00%

AdvisorNet Financial, Inc

434

Jun 30, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

390

Jun 30, 26

0.00%

GoalVest Advisory LLC

301

Jun 30, 26

0.00%

Continuum Advisory, LLC

293

Jun 30, 26

+293

0.00%

Glass Jacobson Investment Advisors llc

214

Jun 30, 26

-1

0.00%

Colonial Trust Co / SC

213

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

212

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

209

Jun 30, 26

0.00%

Ancora Advisors, LLC

200

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

191

Jun 30, 26

0.00%

Ameliora Wealth Management Ltd.

167

Jun 30, 26

+167

0.00%

HIGHLINE WEALTH PARTNERS LLC

150

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

145

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

100

Jun 30, 26

+100

0.00%

Pinnacle Bancorp, Inc.

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

-1

0.00%

N.E.W. Advisory Services LLC

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Jun 30, 26

+24

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-153

0.00%

ENCOMPASS WEALTH ADVISORS, LLC

Jun 30, 26

-11.93K

RIVERNORTH CAPITAL MANAGEMENT, LLC

Jun 30, 26

-99.33K

Independent Advisor Alliance

Jun 30, 26

-247.49K

CI Private Wealth, LLC

Jun 30, 26

-12.49K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-2.52K

Bay Capital Advisors, LLC

Jun 30, 26

-14.93K

Key FInancial Inc

Jun 30, 26

-468

Ronald Blue Trust, Inc.

Jun 30, 26

-14.06K

JANE STREET GROUP, LLC

Jun 30, 26

-18.78K

Advisory Services Network, LLC

Jun 30, 26

-3.88K

INDEPENDENT FINANCIAL GROUP, LLC

Jun 30, 26

-10.12K

TD PRIVATE CLIENT WEALTH LLC

Jun 30, 26

-3.15K

Thomas J. Herzfeld Advisors, Inc.

Jun 30, 26

-149.09K

TrueMark Investments, LLC

Jun 30, 26

-11.38K

Abound Wealth Management

Jun 30, 26

-126

MAI Capital Management

Jun 30, 26

-178

Sound Income Strategies, LLC

Jun 30, 26

-677

Kilter Group LLC

Jun 30, 26

-1.63K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-50.38K

Leo Wealth, LLC

49.85K

Mar 31, 26

+49.85K

0.28%

Kingsview Wealth Management, LLC

14.91K

Mar 31, 26

+14.91K

0.08%

CWM, LLC

8.59K

Mar 31, 26

+8.59K

0.05%

Sunbelt Securities, Inc.

1.78K

Mar 31, 26

+1.78K

0.01%

McIlrath & Eck, LLC

328

Mar 31, 26

+328

0.00%

CIBC Private Wealth Group, LLC

2.50K

Dec 31, 25

+2.50K

0.01%

COMERICA BANK

1.00K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-26.09K

Atria Wealth Solutions, Inc.

Jun 30, 25

-233.07K

Sheaff Brock Investment Advisors, LLC

17.86K

Mar 31, 25

+125

0.10%

Raymond James Financial Services Advisors, Inc.

281.16K

Sep 30, 24

+263

1.56%

RAYMOND JAMES & ASSOCIATES

42.40K

Sep 30, 24

+17.00K

0.24%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.25K

Jun 30, 24

0.02%

Cetera Advisor Networks LLC

15.11K

Mar 31, 24

-204

0.08%

DFPG INVESTMENTS, LLC

16.47K

Dec 31, 23

0.09%

Baystate Wealth Management LLC

849

Dec 31, 23

+32

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

-1.99K

LADENBURG THALMANN FINANCIAL SERVICES INC.

20.28K

Dec 31, 19

-329

0.11%

Advisor Group, Inc.

10.11K

Dec 31, 19

+1.33K

0.06%

SUNTRUST BANKS INC

12.41K

Sep 30, 19

0.07%

FinTrust Investment Advisory Services, LLC

13.77K

Mar 31, 18

0.08%

MSI Financial Services Inc

Dec 31, 16

-405

VSR Financial Services, Inc.

20.00K

Jun 30, 16

+20.00K

0.11%

Relative Value Partners, LLC

162.04K

Mar 31, 15

-17.36K

0.90%

UBS AG

218.75K

Sep 30, 14

+12.88K

1.22%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

131.07K

Jun 30, 10

-7.54K

0.73%