TEI(TEI)
TEI
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Rareview Capital LLC | 551.59K | Mar 31, 26 | +48.51K | 1.17% |
| FLAGSHIP HARBOR ADVISORS, LLC | 261.32K | Mar 31, 26 | +919 | 0.55% |
| Uncommon Cents Investing LLC | 249.66K | Mar 31, 26 | +44.40K | 0.53% |
| Janney Montgomery Scott LLC | 228.07K | Mar 31, 26 | +187.13K | 0.48% |
| Mills Wealth Advisors LLC | 203.81K | Mar 31, 26 | -11.13K | 0.43% |
| OPPENHEIMER & CO INC | 186.69K | Mar 31, 26 | +5.25K | 0.40% |
| Private Advisor Group, LLC | 105.74K | Mar 31, 26 | -38.91K | 0.22% |
| Mason & Associates Inc | 83.99K | Mar 31, 26 | +83.99K | 0.18% |
| SAX WEALTH ADVISORS, LLC | 67.55K | Mar 31, 26 | -- | 0.14% |
| Kercheville Advisors, LLC | 63.59K | Mar 31, 26 | +415 | 0.13% |
| Harbour Capital Advisors, LLC | 48.76K | Mar 31, 26 | -- | 0.10% |
| B. Riley Wealth Advisors, Inc. | 45.29K | Mar 31, 26 | +966 | 0.10% |
| SeaCrest Wealth Management, LLC | 36.19K | Mar 31, 26 | -1.40K | 0.08% |
| TRUIST FINANCIAL CORP | 35.55K | Mar 31, 26 | +31 | 0.08% |
| Capital Investment Advisors, LLC | 30.72K | Mar 31, 26 | -- | 0.07% |
| UHLMANN PRICE SECURITIES, LLC | 29.15K | Mar 31, 26 | +631 | 0.06% |
| Gridiron Partners, LLC | 25.52K | Mar 31, 26 | -11.05K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 23.15K | Mar 31, 26 | -74 | 0.05% |
| Breakwater Capital Group | 17.00K | Mar 31, 26 | -- | 0.04% |
| Farther Finance Advisors, LLC | 16.15K | Mar 31, 26 | -- | 0.03% |
| Csenge Advisory Group | 15.35K | Mar 31, 26 | +3.85K | 0.03% |
| Apollon Wealth Management, LLC | 14.18K | Mar 31, 26 | -- | 0.03% |
| Waterfront Wealth Inc. | 13.84K | Mar 31, 26 | -2.13K | 0.03% |
| Everstar Asset Management, LLC | 12.50K | Mar 31, 26 | -- | 0.03% |
| Intellectus Partners, LLC | 12.11K | Mar 31, 26 | +12.11K | 0.03% |
| Merit Financial Group, LLC | 10.55K | Mar 31, 26 | -1.65K | 0.02% |
| Noble Wealth Management PBC | 7.25K | Mar 31, 26 | +4.25K | 0.02% |
| CoreCap Advisors, LLC | 5.89K | Mar 31, 26 | -4.50K | 0.01% |
| WPG Advisers, LLC | 1.19K | Mar 31, 26 | -371 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 430 | Mar 31, 26 | -70 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 332 | Mar 31, 26 | +332 | 0.00% |
| Root Financial Partners, LLC | 218 | Mar 31, 26 | +218 | 0.00% |
| Physician Wealth Advisors, Inc. | 200 | Mar 31, 26 | -- | 0.00% |
| Byrne Asset Management LLC | 200 | Mar 31, 26 | -- | 0.00% |
| CX Institutional | 110 | Mar 31, 26 | -199 | 0.00% |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -12.12K | -- |
| ACCREDITED INVESTOR SERVICES, LLC | -- | Mar 31, 26 | -10.65K | -- |
| Ronald Blue Trust, Inc. | -- | Mar 31, 26 | -200 | -- |
| SMH CAPITAL ADVISORS INC | -- | Mar 31, 26 | -20.91K | -- |
| Ignite Planners, LLC | -- | Mar 31, 26 | -11.07K | -- |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.08M | Dec 31, 25 | +26.11K | 6.52% |
| MORGAN STANLEY | 2.86M | Dec 31, 25 | +151.69K | 6.06% |
| Pathstone Holdings, LLC | 1.01M | Dec 31, 25 | +709.87K | 2.13% |
| Invesco Ltd. | 857.28K | Dec 31, 25 | +22.63K | 1.82% |
| LPL Financial LLC | 557.61K | Dec 31, 25 | +43.56K | 1.18% |
| HighTower Advisors, LLC | 508.43K | Dec 31, 25 | -1.86K | 1.08% |
| Advisors Asset Management, Inc. | 434.01K | Dec 31, 25 | +739 | 0.92% |
| Pekin Hardy Strauss, Inc. | 412.81K | Dec 31, 25 | +15.75K | 0.87% |
| Mutual Advisors, LLC | 264.56K | Dec 31, 25 | -50.84K | 0.56% |
| BANK OF AMERICA CORP /DE/ | 254.82K | Dec 31, 25 | -9.92K | 0.54% |
| ADVISOR GROUP HOLDINGS, INC. | 245.93K | Dec 31, 25 | +1.07K | 0.52% |
| Cetera Investment Advisers | 236.36K | Dec 31, 25 | +31.63K | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 223.16K | Dec 31, 25 | +10.72K | 0.47% |
| GUGGENHEIM CAPITAL LLC | 213.16K | Dec 31, 25 | +36.49K | 0.45% |
| Shaker Financial Services, LLC | 179.68K | Dec 31, 25 | +27.33K | 0.38% |
| US BANCORP \DE\ | 176.49K | Dec 31, 25 | -- | 0.37% |
| Kaizen Financial Strategies | 171.38K | Dec 31, 25 | +7.88K | 0.36% |
| WELLS FARGO & COMPANY/MN | 136.18K | Dec 31, 25 | -10.02K | 0.29% |
| INVICTUS PRIVATE WEALTH, LLC | 110.93K | Dec 31, 25 | +2.40K | 0.23% |
| Bramshill Investments, LLC | 110.81K | Dec 31, 25 | -17.06K | 0.23% |
| Atomi Financial Group, Inc. | 102.60K | Dec 31, 25 | +102.60K | 0.22% |
| Savvy Advisors, Inc. | 100.15K | Dec 31, 25 | -8.37K | 0.21% |
| NewEdge Advisors, LLC | 82.70K | Dec 31, 25 | -3.20K | 0.18% |
| JANE STREET GROUP, LLC | 60.71K | Dec 31, 25 | -14.06K | 0.13% |
| Harbour Capital Advisors, LLC | 48.76K | Dec 31, 25 | -4.53K | 0.10% |
| Resources Investment Advisors, LLC. | 38.98K | Dec 31, 25 | -4.79K | 0.08% |
| Rockefeller Capital Management L.P. | 37.13K | Dec 31, 25 | +35.75K | 0.08% |
| STIFEL FINANCIAL CORP | 33.19K | Dec 31, 25 | +587 | 0.07% |
| UBS Group AG | 24.64K | Dec 31, 25 | -2.87K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 23.23K | Dec 31, 25 | +155 | 0.05% |
| Rathbones Group PLC | 23.00K | Dec 31, 25 | -- | 0.05% |
| Integrated Wealth Concepts LLC | 21.60K | Dec 31, 25 | +170 | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 21.31K | Dec 31, 25 | +2.76K | 0.05% |
| NWAM LLC | 18.28K | Dec 31, 25 | +18.28K | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.05K | Dec 31, 25 | +18.05K | 0.04% |
| Waterfront Wealth Inc. | 15.97K | Dec 31, 25 | -1.51K | 0.03% |
| CHOREO, LLC | 15.88K | Dec 31, 25 | -459 | 0.03% |
| Round Rock Advisors, LLC | 15.68K | Dec 31, 25 | -- | 0.03% |
| New Harbor Financial Group, LLC | 14.03K | Dec 31, 25 | -15.97K | 0.03% |
| Atlantic Union Bankshares Corp | 14.00K | Dec 31, 25 | +500 | 0.03% |
| ROYAL BANK OF CANADA | 12.88K | Dec 31, 25 | +997 | 0.03% |
| Mariner, LLC | 10.15K | Dec 31, 25 | +10.15K | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 10.00K | Dec 31, 25 | -- | 0.02% |
| Global Retirement Partners, LLC | 9.94K | Dec 31, 25 | +9.94K | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.85K | Dec 31, 25 | +993 | 0.01% |
| COMERICA BANK | 5.48K | Dec 31, 25 | -333 | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 4.39K | Dec 31, 25 | +4.39K | 0.01% |
| Clearstead Advisors, LLC | 2.09K | Dec 31, 25 | -- | 0.00% |
| CWM, LLC | 1.47K | Dec 31, 25 | +1.00K | 0.00% |
| TD Capital Management LLC | 1.38K | Dec 31, 25 | +91 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 950 | Dec 31, 25 | -- | 0.00% |
| Measured Wealth Private Client Group, LLC | 750 | Dec 31, 25 | -- | 0.00% |
| Allworth Financial LP | 180 | Dec 31, 25 | +4 | 0.00% |
| ASSETMARK, INC | 141 | Dec 31, 25 | -- | 0.00% |
| Hara Capital LLC | 100 | Dec 31, 25 | -- | 0.00% |
| Triumph Capital Management | 22 | Dec 31, 25 | -- | 0.00% |
| BARCLAYS PLC | 1 | Dec 31, 25 | +1 | 0.00% |
| READYSTATE ASSET MANAGEMENT LP | -- | Dec 31, 25 | -58.24K | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Dec 31, 25 | -19.14K | -- |
| DEUTSCHE BANK AG\ | -- | Dec 31, 25 | -198.84K | -- |
| CITADEL ADVISORS LLC | -- | Dec 31, 25 | -14.30K | -- |
| Truffle Hound Capital, LLC | -- | Dec 31, 25 | -202.08K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -8.05K | -- |
| Capital Analysts, LLC | -- | Dec 31, 25 | -31.41K | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Dec 31, 25 | -11.42K | -- |
| Concord Wealth Partners | -- | Dec 31, 25 | -584 | -- |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Dec 31, 25 | -10.52K | -- |
| OPTIMUM INVESTMENT ADVISORS | 6.00K | Sep 30, 25 | -- | 0.01% |
| Creekmur Asset Management LLC | 1 | Sep 30, 25 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 50.92K | Sep 30, 24 | -33.24K | 0.11% |
| Raymond James Financial Services Advisors, Inc. | 29.81K | Sep 30, 24 | +50 | 0.06% |
| Cetera Advisors LLC | 75.29K | Mar 31, 24 | +41.79K | 0.16% |
| Highlander Capital Management, LLC | 512 | Mar 31, 24 | -- | 0.00% |
| WEALTHSOURCE PARTNERS, LLC | 15.24K | Dec 31, 23 | +422 | 0.03% |
| Baystate Wealth Management LLC | 1.02K | Dec 31, 23 | +1.02K | 0.00% |
| BDO Wealth Advisors, LLC | -- | Jun 30, 23 | -1.03K | -- |
| CTC Capital Management, LLC | 12.00K | Mar 31, 23 | -- | 0.03% |
| Ahrens Investment Partners LLC | 800 | Mar 31, 23 | +800 | 0.00% |
| BOENNING & SCATTERGOOD, INC. | 12.72K | Dec 31, 22 | -97.48K | 0.03% |
| Foresight Wealth Management, LLC | -- | Dec 31, 22 | -30.75K | -- |
| American Portfolios Advisors | 700 | Sep 30, 22 | -- | 0.00% |
| B. Riley Wealth Management, Inc. | 19.13K | Jun 30, 22 | +19.13K | 0.04% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1.79M | Mar 31, 22 | +44.23K | 3.80% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 178.42K | Sep 30, 21 | -300 | 0.38% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 18.50K | Dec 31, 20 | -84.37K | 0.04% |
| Reby Advisors, LLC | 805 | Dec 31, 20 | +805 | 0.00% |
| Advisor Group, Inc. | 186.14K | Dec 31, 19 | +44.32K | 0.39% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 103.15K | Dec 31, 19 | -4.27K | 0.22% |
| BB&T SECURITIES, LLC | 145.58K | Sep 30, 19 | +36.72K | 0.31% |
| HL FINANCIAL SERVICES LLC | 40.44K | Mar 31, 19 | +588 | 0.09% |
| Global X Management CO LLC | 32.65K | Jun 30, 18 | +1.57K | 0.07% |
| BB&T INVESTMENT SERVICES, INC. | 288 | Dec 31, 17 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 226.16K | Jun 30, 17 | -14.04K | 0.48% |
| TFS CAPITAL LLC | 20.79K | Jun 30, 17 | -28.14K | 0.04% |
| FIRST FINANCIAL EQUITY CORPORATION | 32.91K | Mar 31, 17 | +32.91K | 0.07% |
| INTEGRATED WEALTH COUNSEL, LLC | 497.87K | Dec 31, 16 | -15.67K | 1.05% |
| MSI Financial Services Inc | 12.55K | Dec 31, 16 | -2 | 0.03% |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 61.64K | Sep 30, 16 | +3.01K | 0.13% |
| NEWGATE CAPITAL MANAGEMENT LLC | 293.43K | Jun 30, 16 | +5.43K | 0.62% |
| Pinnacle Summer Investments, Inc. | 424 | Dec 31, 15 | +424 | 0.00% |
| BAIRD ROBERT W & CO INC /WI/ | 56.91K | Mar 31, 15 | +56.91K | 0.12% |
| TradeLink Global Equity LLC | 8.30K | Dec 31, 14 | +8.30K | 0.02% |
| NEW ENGLAND SECURITIES CORP /MA/ | 3.61K | Dec 31, 14 | +582 | 0.01% |
| UBS AG | 137.32K | Sep 30, 14 | +21.69K | 0.29% |
| COMMUNITY BANK SYSTEM, INC. | 250 | Sep 30, 14 | -- | 0.00% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -30.41K | -- |
| Jane Street Holding, LLC | 21.68K | Dec 31, 13 | -4.83K | 0.05% |
| STIFEL NICOLAUS & CO INC \MO\ | 21.95K | Sep 30, 13 | +475 | 0.05% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -61.93K | -- |
| First Allied Securities, Inc. | 52.01K | Jun 30, 12 | +4.15K | 0.11% |
| NOLLENBERGER CAPITAL PARTNERS INC | 2.00K | Dec 31, 10 | -- | 0.00% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 79.91K | Jun 30, 10 | +2.54K | 0.17% |
| RBC Capital Markets, LLC | 1.60K | Mar 31, 01 | +1.60K | 0.00% |