Nuveen S&P 500 Dynamic Overwrite Fund(SPXX)

$17.82▼-0.17 (-0.95%)

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Nuveen S&P 500 Dynamic Overwrite Fund(SPXX)

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$17.82▼-0.17 (-0.95%)

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SPXX(SPXX)

SPXX

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

Institutional Ownership

Top 244 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	12.23M	Mar 31, 26	+12.00M	68.02%
WELLS FARGO & COMPANY/MN	2.63M	Mar 31, 26	+1.93M	14.61%
LPL Financial LLC	1.97M	Mar 31, 26	+1.62M	10.98%
Invesco Ltd.	1.95M	Mar 31, 26	+1.60M	10.83%
UBS Group AG	1.88M	Mar 31, 26	+1.49M	10.48%
RAYMOND JAMES FINANCIAL INC	1.84M	Mar 31, 26	+1.49M	10.21%
Allspring Global Investments Holdings, LLC	1.62M	Mar 31, 26	+1.58M	9.02%
Saba Capital Management, L.P.	1.54M	Mar 31, 26	+1.54M	8.55%
Advisors Asset Management, Inc.	1.19M	Mar 31, 26	+1.14M	6.64%
GUGGENHEIM CAPITAL LLC	1.05M	Mar 31, 26	+864.34K	5.84%
Cambridge Investment Research Advisors, Inc.	593.94K	Mar 31, 26	+480.96K	3.30%
HighTower Advisors, LLC	592.92K	Mar 31, 26	+592.92K	3.30%
ADVISOR GROUP HOLDINGS, INC.	590.76K	Mar 31, 26	+440.26K	3.29%
WOLVERINE ASSET MANAGEMENT LLC	549.59K	Mar 31, 26	+548.81K	3.06%
ROYAL BANK OF CANADA	528.71K	Mar 31, 26	+454.48K	2.94%
AMERIPRISE FINANCIAL INC	430.89K	Mar 31, 26	+390.54K	2.40%
ABSOLUTE INVESTMENT ADVISERS, LLC	430.43K	Mar 31, 26	+430.43K	2.39%
Shaker Financial Services, LLC	407.32K	Mar 31, 26	+407.32K	2.27%
Twelve Points Wealth Management LLC	325.50K	Mar 31, 26	+325.50K	1.81%
STIFEL FINANCIAL CORP	324.29K	Mar 31, 26	+324.29K	1.80%
Janney Montgomery Scott LLC	287.31K	Mar 31, 26	+276.58K	1.60%
Capital Investment Advisors, LLC	285.54K	Mar 31, 26	+285.54K	1.59%
Cetera Investment Advisers	262.23K	Mar 31, 26	+234.80K	1.46%
Independent Advisor Alliance	247.49K	Mar 31, 26	+247.49K	1.38%
ENVESTNET ASSET MANAGEMENT INC	246.27K	Mar 31, 26	+246.27K	1.37%
COMMONWEALTH EQUITY SERVICES, LLC	245.12K	Mar 31, 26	+220.63K	1.36%
Hennion & Walsh Asset Management, Inc.	210.58K	Mar 31, 26	+195.89K	1.17%
Kestra Advisory Services, LLC	209.71K	Mar 31, 26	+205.82K	1.17%
WILEY BROS.-AINTREE CAPITAL, LLC	208.68K	Mar 31, 26	+208.68K	1.16%
MONECO Advisors, LLC	203.37K	Mar 31, 26	+203.37K	1.13%
Quarry LP	201.58K	Mar 31, 26	+201.58K	1.12%
Sage Capital Management, LLC	197.50K	Mar 31, 26	+197.50K	1.10%
PARK AVENUE SECURITIES LLC	181.13K	Mar 31, 26	+181.13K	1.01%
Shulman DeMeo Asset Management LLC	157.72K	Mar 31, 26	+111.59K	0.88%
Altium Capital Management LP	157.40K	Mar 31, 26	+157.40K	0.88%
Thomas J. Herzfeld Advisors, Inc.	149.09K	Mar 31, 26	+149.09K	0.83%
TWO SIGMA INVESTMENTS, LP	141.51K	Mar 31, 26	+113.79K	0.79%
Ionic Capital Management LLC	130.99K	Mar 31, 26	+130.99K	0.73%
FORTEM FINANCIAL GROUP, LLC	130.91K	Mar 31, 26	+59.73K	0.73%
Bulldog Investors, LLP	125.42K	Mar 31, 26	+125.42K	0.70%
1607 Capital Partners, LLC	118.39K	Mar 31, 26	+104.06K	0.66%
Colony Group, LLC	108.91K	Mar 31, 26	+108.91K	0.61%
RIVERNORTH CAPITAL MANAGEMENT, LLC	99.33K	Mar 31, 26	+99.33K	0.55%
Prospera Financial Services Inc	98.95K	Mar 31, 26	+98.95K	0.55%
TPG Advisors LLC	98.92K	Mar 31, 26	+98.92K	0.55%
Cypress Capital Management LLC (WY)	94.48K	Mar 31, 26	+94.48K	0.53%
Private Advisor Group, LLC	92.00K	Mar 31, 26	+60.65K	0.51%
D.A. DAVIDSON & CO.	91.54K	Mar 31, 26	+91.54K	0.51%
Richmond Investment Services, LLC	89.05K	Mar 31, 26	+89.05K	0.50%
Almitas Capital LLC	88.55K	Mar 31, 26	+88.55K	0.49%
MML INVESTORS SERVICES, LLC	85.58K	Mar 31, 26	+85.58K	0.48%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	80.20K	Mar 31, 26	+80.00K	0.45%
Integrated Wealth Concepts LLC	74.95K	Mar 31, 26	+74.95K	0.42%
Moors & Cabot, Inc.	74.39K	Mar 31, 26	+64.26K	0.41%
ISLAY CAPITAL MANAGEMENT, LLC	66.61K	Mar 31, 26	+66.61K	0.37%
DAVENPORT & Co LLC	66.31K	Mar 31, 26	+12.92K	0.37%
Tyche Wealth Partners LLC	64.78K	Mar 31, 26	+19.78K	0.36%
Allworth Financial LP	63.05K	Mar 31, 26	+43.76K	0.35%
TRUIST FINANCIAL CORP	60.93K	Mar 31, 26	+42.47K	0.34%
Blake Schutter Theil Wealth Advisors, LLC	57.38K	Mar 31, 26	+57.38K	0.32%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	52.16K	Mar 31, 26	+46.41K	0.29%
Logan Stone Capital, LLC	51.31K	Mar 31, 26	+40.38K	0.29%
Patriot Financial Group Insurance Agency, LLC	51.23K	Mar 31, 26	+51.23K	0.28%
SIMS INVESTMENT MANAGEMENT, LLC	50.46K	Mar 31, 26	+50.46K	0.28%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	50.38K	Mar 31, 26	+50.38K	0.28%
Leo Wealth, LLC	49.85K	Mar 31, 26	+49.85K	0.28%
Dynamic Advisor Solutions LLC	49.65K	Mar 31, 26	+49.65K	0.28%
Atomi Financial Group, Inc.	49.59K	Mar 31, 26	+49.59K	0.28%
Pathstone Holdings, LLC	47.70K	Mar 31, 26	+47.70K	0.27%
Rockefeller Capital Management L.P.	46.54K	Mar 31, 26	+46.54K	0.26%
Steward Partners Investment Advisory, LLC	45.57K	Mar 31, 26	+43.85K	0.25%
PNC FINANCIAL SERVICES GROUP, INC.	45.10K	Mar 31, 26	+44.10K	0.25%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	44.64K	Mar 31, 26	+44.64K	0.25%
Baird Financial Group, Inc.	43.84K	Mar 31, 26	+43.84K	0.24%
Alteri Wealth LLC	42.94K	Mar 31, 26	+42.94K	0.24%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	42.08K	Mar 31, 26	+42.08K	0.23%
Venture Visionary Partners LLC	41.70K	Mar 31, 26	+41.70K	0.23%
Pensionmark Financial Group, LLC	40.82K	Mar 31, 26	+40.82K	0.23%
CHOREO, LLC	40.32K	Mar 31, 26	+40.32K	0.22%
Patten Group, Inc.	39.92K	Mar 31, 26	+39.92K	0.22%
UMB Bank, n.a.	39.83K	Mar 31, 26	+39.83K	0.22%
IFP Advisors, Inc	38.10K	Mar 31, 26	+9.16K	0.21%
DIVERSIFY WEALTH MANAGEMENT, LLC	37.08K	Mar 31, 26	+37.08K	0.21%
NBC SECURITIES, INC.	36.79K	Mar 31, 26	+36.79K	0.20%
WEDBUSH SECURITIES INC	36.51K	Mar 31, 26	+26.15K	0.20%
Investment Partners Asset Management, Inc.	36.35K	Mar 31, 26	+36.35K	0.20%
Farther Finance Advisors, LLC	36.32K	Mar 31, 26	+34.75K	0.20%
Spire Wealth Management	36.05K	Mar 31, 26	+36.05K	0.20%
Summit Financial, LLC	35.97K	Mar 31, 26	+35.97K	0.20%
Focused Wealth Management, Inc	35.07K	Mar 31, 26	+35.07K	0.20%
CAPTRUST FINANCIAL ADVISORS	34.63K	Mar 31, 26	+34.63K	0.19%
INTEGRATED CAPITAL MANAGEMENT, INC.	34.43K	Mar 31, 26	+34.43K	0.19%
Sanctuary Advisors, LLC	32.94K	Mar 31, 26	+32.94K	0.18%
WORLD EQUITY GROUP, INC.	32.86K	Mar 31, 26	+32.86K	0.18%
Pflug Koory, LLC	32.69K	Mar 31, 26	+32.69K	0.18%
Hilltop Holdings Inc.	31.87K	Mar 31, 26	+31.87K	0.18%
Quantedge Capital Pte Ltd	30.58K	Mar 31, 26	+30.58K	0.17%
Waverly Advisors, LLC	29.68K	Mar 31, 26	+29.68K	0.17%
COMMONS CAPITAL, LLC	29.55K	Mar 31, 26	+29.55K	0.16%
MARCO INVESTMENT MANAGEMENT LLC	28.80K	Mar 31, 26	+28.80K	0.16%
Jackson, Grant Investment Advisers, Inc.	26.87K	Mar 31, 26	+26.87K	0.15%
Calamos Advisors LLC	25.98K	Mar 31, 26	+25.98K	0.14%
Pointe Capital Management LLC	24.31K	Mar 31, 26	+24.31K	0.14%
Creative Planning	23.96K	Mar 31, 26	+23.96K	0.13%
INSTRUMENTAL WEALTH, LLC	22.53K	Mar 31, 26	+22.53K	0.13%
SAGESPRING WEALTH PARTNERS, LLC	20.16K	Mar 31, 26	+20.16K	0.11%
Lido Advisors, LLC	20.09K	Mar 31, 26	+20.09K	0.11%
Mariner, LLC	19.45K	Mar 31, 26	+19.45K	0.11%
Concurrent Investment Advisors, LLC	19.25K	Mar 31, 26	+19.25K	0.11%
StoneX Group Inc.	19.17K	Mar 31, 26	+19.17K	0.11%
XTX Topco Ltd	19.00K	Mar 31, 26	+19.00K	0.11%
JANE STREET GROUP, LLC	18.78K	Mar 31, 26	+18.78K	0.10%
Palogic Value Management, L.P.	17.94K	Mar 31, 26	+17.94K	0.10%
CoreCap Advisors, LLC	17.27K	Mar 31, 26	+17.27K	0.10%
WEALTH EFFECTS LLC	16.43K	Mar 31, 26	+16.43K	0.09%
Kovack Advisors, Inc.	16.39K	Mar 31, 26	+16.39K	0.09%
Armor Investment Advisors, LLC	16.34K	Mar 31, 26	+16.34K	0.09%
KINGSWOOD WEALTH ADVISORS, LLC	16.30K	Mar 31, 26	+2.67K	0.09%
Maltin Wealth Management, Inc.	16.10K	Mar 31, 26	+16.10K	0.09%
PKS Advisory Services, LLC	15.64K	Mar 31, 26	+15.64K	0.09%
Procyon Advisors, LLC	15.61K	Mar 31, 26	+15.61K	0.09%
Aviance Capital Partners, LLC	15.51K	Mar 31, 26	+2.74K	0.09%
Triumph Capital Management	15.21K	Mar 31, 26	+15.21K	0.08%
Apriem Advisors	15.09K	Mar 31, 26	+15.09K	0.08%
Bay Capital Advisors, LLC	14.93K	Mar 31, 26	+14.93K	0.08%
Kingsview Wealth Management, LLC	14.91K	Mar 31, 26	+14.91K	0.08%
CSS LLC/IL	14.89K	Mar 31, 26	+14.89K	0.08%
Morey & Quinn Wealth Partners, LLC	14.85K	Mar 31, 26	+14.85K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.42K	Mar 31, 26	+14.42K	0.08%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	14.39K	Mar 31, 26	+14.39K	0.08%
UHLMANN PRICE SECURITIES, LLC	14.21K	Mar 31, 26	+14.21K	0.08%
Ronald Blue Trust, Inc.	14.06K	Mar 31, 26	+14.06K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	14.04K	Mar 31, 26	+14.04K	0.08%
HARBOUR INVESTMENTS, INC.	13.95K	Mar 31, 26	+13.95K	0.08%
Aptus Capital Advisors, LLC	13.95K	Mar 31, 26	+3.37K	0.08%
PINNACLE ASSOCIATES LTD	13.89K	Mar 31, 26	+13.89K	0.08%
GREAT VALLEY ADVISOR GROUP, INC.	13.83K	Mar 31, 26	+13.83K	0.08%
Merit Financial Group, LLC	13.82K	Mar 31, 26	+13.82K	0.08%
BANK OF MONTREAL /CAN/	13.50K	Mar 31, 26	--	0.08%
COMMERCE BANK	13.28K	Mar 31, 26	+13.28K	0.07%
Apella Capital, LLC	12.62K	Mar 31, 26	+12.62K	0.07%
Kapstone Financial Advisors LLC	12.61K	Mar 31, 26	+12.61K	0.07%
CI Private Wealth, LLC	12.49K	Mar 31, 26	+12.49K	0.07%
VISTA INVESTMENT PARTNERS II, LLC	12.34K	Mar 31, 26	+12.34K	0.07%
ENCOMPASS WEALTH ADVISORS, LLC	11.93K	Mar 31, 26	+11.93K	0.07%
LAIRD NORTON TRUST COMPANY, LLC	11.56K	Mar 31, 26	+11.56K	0.06%
TrueMark Investments, LLC	11.38K	Mar 31, 26	+11.38K	0.06%
NWF Advisory Services Inc.	11.22K	Mar 31, 26	+11.22K	0.06%
Founders Financial Alliance, LLC	10.59K	Mar 31, 26	+10.59K	0.06%
Centurion Wealth Management LLC	10.34K	Mar 31, 26	+10.34K	0.06%
INDEPENDENT FINANCIAL GROUP, LLC	10.12K	Mar 31, 26	+10.12K	0.06%
CWM, LLC	8.59K	Mar 31, 26	+8.59K	0.05%
HOLLENCREST CAPITAL MANAGEMENT	7.23K	Mar 31, 26	+7.23K	0.04%
PFS Partners, LLC	7.00K	Mar 31, 26	+7.00K	0.04%
HAZLETT, BURT & WATSON, INC.	6.38K	Mar 31, 26	+6.38K	0.04%
EASTERN BANK	6.33K	Mar 31, 26	+6.33K	0.04%
Larson Financial Group LLC	5.34K	Mar 31, 26	+5.34K	0.03%
Pinnacle Wealth Planning Services, Inc.	5.01K	Mar 31, 26	+5.01K	0.03%
Smallwood Wealth Investment Management, LLC	4.60K	Mar 31, 26	+4.06K	0.03%
US BANCORP \DE\	4.20K	Mar 31, 26	+4.20K	0.02%
SRS Capital Advisors, Inc.	4.07K	Mar 31, 26	+3.57K	0.02%
Advisory Services Network, LLC	3.88K	Mar 31, 26	+3.88K	0.02%
TD PRIVATE CLIENT WEALTH LLC	3.15K	Mar 31, 26	+3.15K	0.02%
BEACON INVESTMENT ADVISORY SERVICES, INC.	3.04K	Mar 31, 26	+3.04K	0.02%
CITIGROUP INC	2.90K	Mar 31, 26	+2.90K	0.02%
HARBOR INVESTMENT ADVISORY, LLC	2.85K	Mar 31, 26	+2.85K	0.02%
Marshall & Sterling Wealth Advisors Inc.	2.52K	Mar 31, 26	+2.52K	0.01%
Annis Gardner Whiting Capital Advisors, LLC	2.52K	Mar 31, 26	+2.52K	0.01%
HUNTINGTON NATIONAL BANK	2.13K	Mar 31, 26	+2.13K	0.01%
SIGNATUREFD, LLC	2.11K	Mar 31, 26	+2.11K	0.01%
FNY Investment Advisers, LLC	2.00K	Mar 31, 26	+2.00K	0.01%
North Star Investment Management Corp.	2.00K	Mar 31, 26	--	0.01%
Ameritas Advisory Services, LLC	1.77K	Mar 31, 26	+1.77K	0.01%
Kilter Group LLC	1.63K	Mar 31, 26	+1.63K	0.01%
Crews Bank & Trust	1.55K	Mar 31, 26	+1.55K	0.01%
DELTA ASSET MANAGEMENT LLC/TN	1.51K	Mar 31, 26	+1.51K	0.01%
BRYN MAWR TRUST Co	1.42K	Mar 31, 26	+1.42K	0.01%
WPG Advisers, LLC	1.41K	Mar 31, 26	+1.41K	0.01%
FIFTH THIRD BANCORP	1.00K	Mar 31, 26	+1.00K	0.01%
GABLES CAPITAL MANAGEMENT INC.	840	Mar 31, 26	+840	0.00%
ASSETMARK, INC	840	Mar 31, 26	+840	0.00%
Sound Income Strategies, LLC	677	Mar 31, 26	+96	0.00%
ROTHSCHILD INVESTMENT LLC	581	Mar 31, 26	+581	0.00%
Costello Asset Management, INC	551	Mar 31, 26	+551	0.00%
ST GERMAIN D J CO INC	532	Mar 31, 26	+157	0.00%
Imprint Wealth LLC	528	Mar 31, 26	+528	0.00%
Key FInancial Inc	468	Mar 31, 26	+468	0.00%
AdvisorNet Financial, Inc	434	Mar 31, 26	+434	0.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	390	Mar 31, 26	+390	0.00%
GoalVest Advisory LLC	301	Mar 31, 26	+301	0.00%
Glass Jacobson Investment Advisors llc	215	Mar 31, 26	+215	0.00%
Colonial Trust Co / SC	213	Mar 31, 26	+213	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	212	Mar 31, 26	+212	0.00%
Fortis Group Advisors, LLC	209	Mar 31, 26	+209	0.00%
Ancora Advisors, LLC	200	Mar 31, 26	+200	0.00%
Lodestone Wealth Management LLC	191	Mar 31, 26	+191	0.00%
MAI Capital Management	178	Mar 31, 26	+178	0.00%
Tower Research Capital LLC (TRC)	173	Mar 31, 26	+173	0.00%
Geneos Wealth Management Inc.	172	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	150	Mar 31, 26	+150	0.00%
VSM Wealth Advisory, LLC	145	Mar 31, 26	+145	0.00%
Abound Wealth Management	126	Mar 31, 26	+126	0.00%
Pinnacle Bancorp, Inc.	96	Mar 31, 26	+96	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	92	Mar 31, 26	+92	0.00%
N.E.W. Advisory Services LLC	70	Mar 31, 26	+70	0.00%
JPMORGAN CHASE & CO	17	Mar 31, 26	-251	0.00%
Diversify Advisory Services, LLC	--	Mar 31, 26	-15.22K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-971	--
Kentucky Trust Co	--	Mar 31, 26	-240	--
RAYMOND JAMES FINANCIAL INC	347.15K	Dec 31, 25	+1.34K	1.93%
MORGAN STANLEY	230.72K	Dec 31, 25	+8.04K	1.28%
GUGGENHEIM CAPITAL LLC	185.13K	Dec 31, 25	+71.43K	1.03%
BANK OF AMERICA CORP /DE/	74.63K	Dec 31, 25	-2.16K	0.42%
AMERIPRISE FINANCIAL INC	40.35K	Dec 31, 25	+1.96K	0.22%
Western Wealth Management, LLC	34.21K	Dec 31, 25	+19.81K	0.19%
Allworth Financial LP	19.29K	Dec 31, 25	+3	0.11%
1607 Capital Partners, LLC	14.33K	Dec 31, 25	--	0.08%
Logan Stone Capital, LLC	10.92K	Dec 31, 25	+10.92K	0.06%
NewEdge Advisors, LLC	2.64K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	2.50K	Dec 31, 25	+2.50K	0.01%
COMERICA BANK	1.00K	Dec 31, 25	--	0.01%
SageView Advisory Group, LLC	663	Dec 31, 25	+663	0.00%
SRS Capital Advisors, Inc.	500	Dec 31, 25	+500	0.00%
Advisory Services Network, LLC	--	Dec 31, 25	-40	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-26.09K	--
Rockefeller Capital Management L.P.	--	Dec 31, 25	-800	--
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

12.23M

Mar 31, 26

+12.00M

68.02%

WELLS FARGO & COMPANY/MN

2.63M

Mar 31, 26

+1.93M

14.61%

LPL Financial LLC

1.97M

Mar 31, 26

+1.62M

10.98%

Invesco Ltd.

1.95M

Mar 31, 26

+1.60M

10.83%

UBS Group AG

1.88M

Mar 31, 26

+1.49M

10.48%

RAYMOND JAMES FINANCIAL INC

1.84M

Mar 31, 26

+1.49M

10.21%

Allspring Global Investments Holdings, LLC

1.62M

Mar 31, 26

+1.58M

9.02%

Saba Capital Management, L.P.

1.54M

Mar 31, 26

+1.54M

8.55%

Advisors Asset Management, Inc.

1.19M

Mar 31, 26

+1.14M

6.64%

GUGGENHEIM CAPITAL LLC

1.05M

Mar 31, 26

+864.34K

5.84%

Cambridge Investment Research Advisors, Inc.

593.94K

Mar 31, 26

+480.96K

3.30%

HighTower Advisors, LLC

592.92K

Mar 31, 26

+592.92K

3.30%

ADVISOR GROUP HOLDINGS, INC.

590.76K

Mar 31, 26

+440.26K

3.29%

WOLVERINE ASSET MANAGEMENT LLC

549.59K

Mar 31, 26

+548.81K

3.06%

ROYAL BANK OF CANADA

528.71K

Mar 31, 26

+454.48K

2.94%

AMERIPRISE FINANCIAL INC

430.89K

Mar 31, 26

+390.54K

2.40%

ABSOLUTE INVESTMENT ADVISERS, LLC

430.43K

Mar 31, 26

+430.43K

2.39%

Shaker Financial Services, LLC

407.32K

Mar 31, 26

+407.32K

2.27%

Twelve Points Wealth Management LLC

325.50K

Mar 31, 26

+325.50K

1.81%

STIFEL FINANCIAL CORP

324.29K

Mar 31, 26

+324.29K

1.80%

Janney Montgomery Scott LLC

287.31K

Mar 31, 26

+276.58K

1.60%

Capital Investment Advisors, LLC

285.54K

Mar 31, 26

+285.54K

1.59%

Cetera Investment Advisers

262.23K

Mar 31, 26

+234.80K

1.46%

Independent Advisor Alliance

247.49K

Mar 31, 26

+247.49K

1.38%

ENVESTNET ASSET MANAGEMENT INC

246.27K

Mar 31, 26

+246.27K

1.37%

COMMONWEALTH EQUITY SERVICES, LLC

245.12K

Mar 31, 26

+220.63K

1.36%

Hennion & Walsh Asset Management, Inc.

210.58K

Mar 31, 26

+195.89K

1.17%

Kestra Advisory Services, LLC

209.71K

Mar 31, 26

+205.82K

1.17%

WILEY BROS.-AINTREE CAPITAL, LLC

208.68K

Mar 31, 26

+208.68K

1.16%

MONECO Advisors, LLC

203.37K

Mar 31, 26

+203.37K

1.13%

Quarry LP

201.58K

Mar 31, 26

+201.58K

1.12%

Sage Capital Management, LLC

197.50K

Mar 31, 26

+197.50K

1.10%

PARK AVENUE SECURITIES LLC

181.13K

Mar 31, 26

+181.13K

1.01%

Shulman DeMeo Asset Management LLC

157.72K

Mar 31, 26

+111.59K

0.88%

Altium Capital Management LP

157.40K

Mar 31, 26

+157.40K

0.88%

Thomas J. Herzfeld Advisors, Inc.

149.09K

Mar 31, 26

+149.09K

0.83%

TWO SIGMA INVESTMENTS, LP

141.51K

Mar 31, 26

+113.79K

0.79%

Ionic Capital Management LLC

130.99K

Mar 31, 26

+130.99K

0.73%

FORTEM FINANCIAL GROUP, LLC

130.91K

Mar 31, 26

+59.73K

0.73%

Bulldog Investors, LLP

125.42K

Mar 31, 26

+125.42K

0.70%

1607 Capital Partners, LLC

118.39K

Mar 31, 26

+104.06K

0.66%

Colony Group, LLC

108.91K

Mar 31, 26

+108.91K

0.61%

RIVERNORTH CAPITAL MANAGEMENT, LLC

99.33K

Mar 31, 26

+99.33K

0.55%

Prospera Financial Services Inc

98.95K

Mar 31, 26

+98.95K

0.55%

TPG Advisors LLC

98.92K

Mar 31, 26

+98.92K

0.55%

Cypress Capital Management LLC (WY)

94.48K

Mar 31, 26

+94.48K

0.53%

Private Advisor Group, LLC

92.00K

Mar 31, 26

+60.65K

0.51%

D.A. DAVIDSON & CO.

91.54K

Mar 31, 26

+91.54K

0.51%

Richmond Investment Services, LLC

89.05K

Mar 31, 26

+89.05K

0.50%

Almitas Capital LLC

88.55K

Mar 31, 26

+88.55K

0.49%

MML INVESTORS SERVICES, LLC

85.58K

Mar 31, 26

+85.58K

0.48%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

80.20K

Mar 31, 26

+80.00K

0.45%

Integrated Wealth Concepts LLC

74.95K

Mar 31, 26

+74.95K

0.42%

Moors & Cabot, Inc.

74.39K

Mar 31, 26

+64.26K

0.41%

ISLAY CAPITAL MANAGEMENT, LLC

66.61K

Mar 31, 26

+66.61K

0.37%

DAVENPORT & Co LLC

66.31K

Mar 31, 26

+12.92K

0.37%

Tyche Wealth Partners LLC

64.78K

Mar 31, 26

+19.78K

0.36%

Allworth Financial LP

63.05K

Mar 31, 26

+43.76K

0.35%

TRUIST FINANCIAL CORP

60.93K

Mar 31, 26

+42.47K

0.34%

Blake Schutter Theil Wealth Advisors, LLC

57.38K

Mar 31, 26

+57.38K

0.32%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

52.16K

Mar 31, 26

+46.41K

0.29%

Logan Stone Capital, LLC

51.31K

Mar 31, 26

+40.38K

0.29%

Patriot Financial Group Insurance Agency, LLC

51.23K

Mar 31, 26

+51.23K

0.28%

SIMS INVESTMENT MANAGEMENT, LLC

50.46K

Mar 31, 26

+50.46K

0.28%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

50.38K

Mar 31, 26

+50.38K

0.28%

Leo Wealth, LLC

49.85K

Mar 31, 26

+49.85K

0.28%

Dynamic Advisor Solutions LLC

49.65K

Mar 31, 26

+49.65K

0.28%

Atomi Financial Group, Inc.

49.59K

Mar 31, 26

+49.59K

0.28%

Pathstone Holdings, LLC

47.70K

Mar 31, 26

+47.70K

0.27%

Rockefeller Capital Management L.P.

46.54K

Mar 31, 26

+46.54K

0.26%

Steward Partners Investment Advisory, LLC

45.57K

Mar 31, 26

+43.85K

0.25%

PNC FINANCIAL SERVICES GROUP, INC.

45.10K

Mar 31, 26

+44.10K

0.25%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

44.64K

Mar 31, 26

+44.64K

0.25%

Baird Financial Group, Inc.

43.84K

Mar 31, 26

+43.84K

0.24%

Alteri Wealth LLC

42.94K

Mar 31, 26

+42.94K

0.24%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

42.08K

Mar 31, 26

+42.08K

0.23%

Venture Visionary Partners LLC

41.70K

Mar 31, 26

+41.70K

0.23%

Pensionmark Financial Group, LLC

40.82K

Mar 31, 26

+40.82K

0.23%

CHOREO, LLC

40.32K

Mar 31, 26

+40.32K

0.22%

Patten Group, Inc.

39.92K

Mar 31, 26

+39.92K

0.22%

UMB Bank, n.a.

39.83K

Mar 31, 26

+39.83K

0.22%

IFP Advisors, Inc

38.10K

Mar 31, 26

+9.16K

0.21%

DIVERSIFY WEALTH MANAGEMENT, LLC

37.08K

Mar 31, 26

+37.08K

0.21%

NBC SECURITIES, INC.

36.79K

Mar 31, 26

+36.79K

0.20%

WEDBUSH SECURITIES INC

36.51K

Mar 31, 26

+26.15K

0.20%

Investment Partners Asset Management, Inc.

36.35K

Mar 31, 26

+36.35K

0.20%

Farther Finance Advisors, LLC

36.32K

Mar 31, 26

+34.75K

0.20%

Spire Wealth Management

36.05K

Mar 31, 26

+36.05K

0.20%

Summit Financial, LLC

35.97K

Mar 31, 26

+35.97K

0.20%

Focused Wealth Management, Inc

35.07K

Mar 31, 26

+35.07K

0.20%

CAPTRUST FINANCIAL ADVISORS

34.63K

Mar 31, 26

+34.63K

0.19%

INTEGRATED CAPITAL MANAGEMENT, INC.

34.43K

Mar 31, 26

+34.43K

0.19%

Sanctuary Advisors, LLC

32.94K

Mar 31, 26

+32.94K

0.18%

WORLD EQUITY GROUP, INC.

32.86K

Mar 31, 26

+32.86K

0.18%

Pflug Koory, LLC

32.69K

Mar 31, 26

+32.69K

0.18%

Hilltop Holdings Inc.

31.87K

Mar 31, 26

+31.87K

0.18%

Quantedge Capital Pte Ltd

30.58K

Mar 31, 26

+30.58K

0.17%

Waverly Advisors, LLC

29.68K

Mar 31, 26

+29.68K

0.17%

COMMONS CAPITAL, LLC

29.55K

Mar 31, 26

+29.55K

0.16%

MARCO INVESTMENT MANAGEMENT LLC

28.80K

Mar 31, 26

+28.80K

0.16%

Jackson, Grant Investment Advisers, Inc.

26.87K

Mar 31, 26

+26.87K

0.15%

Calamos Advisors LLC

25.98K

Mar 31, 26

+25.98K

0.14%

Pointe Capital Management LLC

24.31K

Mar 31, 26

+24.31K

0.14%

Creative Planning

23.96K

Mar 31, 26

+23.96K

0.13%

INSTRUMENTAL WEALTH, LLC

22.53K

Mar 31, 26

+22.53K

0.13%

SAGESPRING WEALTH PARTNERS, LLC

20.16K

Mar 31, 26

+20.16K

0.11%

Lido Advisors, LLC

20.09K

Mar 31, 26

+20.09K

0.11%

Mariner, LLC

19.45K

Mar 31, 26

+19.45K

0.11%

Concurrent Investment Advisors, LLC

19.25K

Mar 31, 26

+19.25K

0.11%

StoneX Group Inc.

19.17K

Mar 31, 26

+19.17K

0.11%

XTX Topco Ltd

19.00K

Mar 31, 26

+19.00K

0.11%

JANE STREET GROUP, LLC

18.78K

Mar 31, 26

+18.78K

0.10%

Palogic Value Management, L.P.

17.94K

Mar 31, 26

+17.94K

0.10%

CoreCap Advisors, LLC

17.27K

Mar 31, 26

+17.27K

0.10%

WEALTH EFFECTS LLC

16.43K

Mar 31, 26

+16.43K

0.09%

Kovack Advisors, Inc.

16.39K

Mar 31, 26

+16.39K

0.09%

Armor Investment Advisors, LLC

16.34K

Mar 31, 26

+16.34K

0.09%

KINGSWOOD WEALTH ADVISORS, LLC

16.30K

Mar 31, 26

+2.67K

0.09%

Maltin Wealth Management, Inc.

16.10K

Mar 31, 26

+16.10K

0.09%

PKS Advisory Services, LLC

15.64K

Mar 31, 26

+15.64K

0.09%

Procyon Advisors, LLC

15.61K

Mar 31, 26

+15.61K

0.09%

Aviance Capital Partners, LLC

15.51K

Mar 31, 26

+2.74K

0.09%

Triumph Capital Management

15.21K

Mar 31, 26

+15.21K

0.08%

Apriem Advisors

15.09K

Mar 31, 26

+15.09K

0.08%

Bay Capital Advisors, LLC

14.93K

Mar 31, 26

+14.93K

0.08%

Kingsview Wealth Management, LLC

14.91K

Mar 31, 26

+14.91K

0.08%

CSS LLC/IL

14.89K

Mar 31, 26

+14.89K

0.08%

Morey & Quinn Wealth Partners, LLC

14.85K

Mar 31, 26

+14.85K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.42K

Mar 31, 26

+14.42K

0.08%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

14.39K

Mar 31, 26

+14.39K

0.08%

UHLMANN PRICE SECURITIES, LLC

14.21K

Mar 31, 26

+14.21K

0.08%

Ronald Blue Trust, Inc.

14.06K

Mar 31, 26

+14.06K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

14.04K

Mar 31, 26

+14.04K

0.08%

HARBOUR INVESTMENTS, INC.

13.95K

Mar 31, 26

+13.95K

0.08%

Aptus Capital Advisors, LLC

13.95K

Mar 31, 26

+3.37K

0.08%

PINNACLE ASSOCIATES LTD

13.89K

Mar 31, 26

+13.89K

0.08%

GREAT VALLEY ADVISOR GROUP, INC.

13.83K

Mar 31, 26

+13.83K

0.08%

Merit Financial Group, LLC

13.82K

Mar 31, 26

+13.82K

0.08%

BANK OF MONTREAL /CAN/

13.50K

Mar 31, 26

0.08%

COMMERCE BANK

13.28K

Mar 31, 26

+13.28K

0.07%

Apella Capital, LLC

12.62K

Mar 31, 26

+12.62K

0.07%

Kapstone Financial Advisors LLC

12.61K

Mar 31, 26

+12.61K

0.07%

CI Private Wealth, LLC

12.49K

Mar 31, 26

+12.49K

0.07%

VISTA INVESTMENT PARTNERS II, LLC

12.34K

Mar 31, 26

+12.34K

0.07%

ENCOMPASS WEALTH ADVISORS, LLC

11.93K

Mar 31, 26

+11.93K

0.07%

LAIRD NORTON TRUST COMPANY, LLC

11.56K

Mar 31, 26

+11.56K

0.06%

TrueMark Investments, LLC

11.38K

Mar 31, 26

+11.38K

0.06%

NWF Advisory Services Inc.

11.22K

Mar 31, 26

+11.22K

0.06%

Founders Financial Alliance, LLC

10.59K

Mar 31, 26

+10.59K

0.06%

Centurion Wealth Management LLC

10.34K

Mar 31, 26

+10.34K

0.06%

INDEPENDENT FINANCIAL GROUP, LLC

10.12K

Mar 31, 26

+10.12K

0.06%

CWM, LLC

8.59K

Mar 31, 26

+8.59K

0.05%

HOLLENCREST CAPITAL MANAGEMENT

7.23K

Mar 31, 26

+7.23K

0.04%

PFS Partners, LLC

7.00K

Mar 31, 26

+7.00K

0.04%

HAZLETT, BURT & WATSON, INC.

6.38K

Mar 31, 26

+6.38K

0.04%

EASTERN BANK

6.33K

Mar 31, 26

+6.33K

0.04%

Larson Financial Group LLC

5.34K

Mar 31, 26

+5.34K

0.03%

Pinnacle Wealth Planning Services, Inc.

5.01K

Mar 31, 26

+5.01K

0.03%

Smallwood Wealth Investment Management, LLC

4.60K

Mar 31, 26

+4.06K

0.03%

US BANCORP \DE\

4.20K

Mar 31, 26

+4.20K

0.02%

SRS Capital Advisors, Inc.

4.07K

Mar 31, 26

+3.57K

0.02%

Advisory Services Network, LLC

3.88K

Mar 31, 26

+3.88K

0.02%

TD PRIVATE CLIENT WEALTH LLC

3.15K

Mar 31, 26

+3.15K

0.02%

BEACON INVESTMENT ADVISORY SERVICES, INC.

3.04K

Mar 31, 26

+3.04K

0.02%

CITIGROUP INC

2.90K

Mar 31, 26

+2.90K

0.02%

HARBOR INVESTMENT ADVISORY, LLC

2.85K

Mar 31, 26

+2.85K

0.02%

Marshall & Sterling Wealth Advisors Inc.

2.52K

Mar 31, 26

+2.52K

0.01%

Annis Gardner Whiting Capital Advisors, LLC

2.52K

Mar 31, 26

+2.52K

0.01%

HUNTINGTON NATIONAL BANK

2.13K

Mar 31, 26

+2.13K

0.01%

SIGNATUREFD, LLC

2.11K

Mar 31, 26

+2.11K

0.01%

FNY Investment Advisers, LLC

2.00K

Mar 31, 26

+2.00K

0.01%

North Star Investment Management Corp.

2.00K

Mar 31, 26

0.01%

Ameritas Advisory Services, LLC

1.77K

Mar 31, 26

+1.77K

0.01%

Kilter Group LLC

1.63K

Mar 31, 26

+1.63K

0.01%

Crews Bank & Trust

1.55K

Mar 31, 26

+1.55K

0.01%

DELTA ASSET MANAGEMENT LLC/TN

1.51K

Mar 31, 26

+1.51K

0.01%

BRYN MAWR TRUST Co

1.42K

Mar 31, 26

+1.42K

0.01%

WPG Advisers, LLC

1.41K

Mar 31, 26

+1.41K

0.01%

FIFTH THIRD BANCORP

1.00K

Mar 31, 26

+1.00K

0.01%

GABLES CAPITAL MANAGEMENT INC.

840

Mar 31, 26

+840

0.00%

ASSETMARK, INC

840

Mar 31, 26

+840

0.00%

Sound Income Strategies, LLC

677

Mar 31, 26

+96

0.00%

ROTHSCHILD INVESTMENT LLC

581

Mar 31, 26

+581

0.00%

Costello Asset Management, INC

551

Mar 31, 26

+551

0.00%

ST GERMAIN D J CO INC

532

Mar 31, 26

+157

0.00%

Imprint Wealth LLC

528

Mar 31, 26

+528

0.00%

Key FInancial Inc

468

Mar 31, 26

+468

0.00%

AdvisorNet Financial, Inc

434

Mar 31, 26

+434

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

390

Mar 31, 26

+390

0.00%

GoalVest Advisory LLC

301

Mar 31, 26

+301

0.00%

Glass Jacobson Investment Advisors llc

215

Mar 31, 26

+215

0.00%

Colonial Trust Co / SC

213

Mar 31, 26

+213

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

212

Mar 31, 26

+212

0.00%

Fortis Group Advisors, LLC

209

Mar 31, 26

+209

0.00%

Ancora Advisors, LLC

200

Mar 31, 26

+200

0.00%

Lodestone Wealth Management LLC

191

Mar 31, 26

+191

0.00%

MAI Capital Management

178

Mar 31, 26

+178

0.00%

Tower Research Capital LLC (TRC)

173

Mar 31, 26

+173

0.00%

Geneos Wealth Management Inc.

172

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

150

Mar 31, 26

+150

0.00%

VSM Wealth Advisory, LLC

145

Mar 31, 26

+145

0.00%

Abound Wealth Management

126

Mar 31, 26

+126

0.00%

Pinnacle Bancorp, Inc.

Mar 31, 26

+96

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

+92

0.00%

N.E.W. Advisory Services LLC

Mar 31, 26

+70

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

-251

0.00%

Diversify Advisory Services, LLC

Mar 31, 26

-15.22K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-971

Kentucky Trust Co

Mar 31, 26

-240

RAYMOND JAMES FINANCIAL INC

347.15K

Dec 31, 25

+1.34K

1.93%

MORGAN STANLEY

230.72K

Dec 31, 25

+8.04K

1.28%

GUGGENHEIM CAPITAL LLC

185.13K

Dec 31, 25

+71.43K

1.03%

BANK OF AMERICA CORP /DE/

74.63K

Dec 31, 25

-2.16K

0.42%

AMERIPRISE FINANCIAL INC

40.35K

Dec 31, 25

+1.96K

0.22%

Western Wealth Management, LLC

34.21K

Dec 31, 25

+19.81K

0.19%

Allworth Financial LP

19.29K

Dec 31, 25

0.11%

1607 Capital Partners, LLC

14.33K

Dec 31, 25

0.08%

Logan Stone Capital, LLC

10.92K

Dec 31, 25

+10.92K

0.06%

NewEdge Advisors, LLC

2.64K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

2.50K

Dec 31, 25

+2.50K

0.01%

COMERICA BANK

1.00K

Dec 31, 25

0.01%

SageView Advisory Group, LLC

663

Dec 31, 25

+663

0.00%

SRS Capital Advisors, Inc.

500

Dec 31, 25

+500

0.00%

Advisory Services Network, LLC

Dec 31, 25

-40

GPS Wealth Strategies Group, LLC

Dec 31, 25

-26.09K

Rockefeller Capital Management L.P.

Dec 31, 25

-800

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%