Cohen & Steers Infrastructure Fund, Inc(UTF)

$27.23▲0.24 (0.89%)

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Cohen & Steers Infrastructure Fund, Inc(UTF)

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$27.23▲0.24 (0.89%)

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UTF(UTF)

UTF

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Institutional Ownership

Top 358 Institutional Holders

Holder	Shares	Date	Change	% Held
ROCKY MOUNTAIN ADVISERS, LLC	408.33K	Mar 31, 26	+41	0.42%
C2C Wealth Management, LLC	277.37K	Mar 31, 26	+16.30K	0.29%
Kestra Advisory Services, LLC	238.55K	Mar 31, 26	+68.54K	0.25%
TRUIST FINANCIAL CORP	160.25K	Mar 31, 26	-1.68K	0.17%
ABSOLUTE INVESTMENT ADVISERS, LLC	142.39K	Mar 31, 26	-12.57K	0.15%
CONNING INC.	129.70K	Mar 31, 26	+2.31K	0.13%
WOLVERINE ASSET MANAGEMENT LLC	113.42K	Mar 31, 26	+77.45K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	111.89K	Mar 31, 26	-3.26K	0.12%
Cambridge Investment Research Advisors, Inc.	105.87K	Mar 31, 26	+21.42K	0.11%
Private Advisor Group, LLC	85.36K	Mar 31, 26	+3.50K	0.09%
Janney Montgomery Scott LLC	79.34K	Mar 31, 26	+6.15K	0.08%
WEDBUSH SECURITIES INC	75.32K	Mar 31, 26	+1.11K	0.08%
Accel Wealth Management	73.09K	Mar 31, 26	-3.85K	0.08%
Pensionmark Financial Group, LLC	65.22K	Mar 31, 26	+55.84K	0.07%
Beacon Capital Management, Inc.	45.00K	Mar 31, 26	--	0.05%
GRIFFIN ASSET MANAGEMENT, INC.	42.35K	Mar 31, 26	+3.81K	0.04%
NWF Advisory Services Inc.	42.11K	Mar 31, 26	+856	0.04%
Cyndeo Wealth Partners, LLC	41.85K	Mar 31, 26	--	0.04%
Abel Hall, LLC	40.00K	Mar 31, 26	+18.00K	0.04%
ENVESTNET ASSET MANAGEMENT INC	38.28K	Mar 31, 26	+3.21K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	35.27K	Mar 31, 26	-47.21K	0.04%
Westbourne Investment Advisors, Inc.	34.60K	Mar 31, 26	+4.60K	0.04%
AlphaStar Capital Management, LLC	32.01K	Mar 31, 26	-3.25K	0.03%
Integrated Advisors Network LLC	31.29K	Mar 31, 26	-267	0.03%
OPPENHEIMER & CO INC	30.52K	Mar 31, 26	-147	0.03%
Prospera Financial Services Inc	30.14K	Mar 31, 26	+150	0.03%
Certified Advisory Corp	29.59K	Mar 31, 26	-2.19K	0.03%
Mission Hills Financial Advisory, LLC	28.06K	Mar 31, 26	+4.58K	0.03%
Investment Partners Asset Management, Inc.	25.34K	Mar 31, 26	+1.74K	0.03%
Stratos Wealth Partners, LTD.	24.80K	Mar 31, 26	-2.18K	0.03%
Calamos Advisors LLC	24.68K	Mar 31, 26	+2.94K	0.03%
Maridea Wealth Management LLC	23.16K	Mar 31, 26	+628	0.02%
TrueMark Investments, LLC	22.93K	Mar 31, 26	-8.83K	0.02%
Atlas Brown,Inc.	22.27K	Mar 31, 26	-194	0.02%
Samalin Investment Counsel, LLC	21.16K	Mar 31, 26	-3.98K	0.02%
Mezzasalma Advisors, LLC	20.80K	Mar 31, 26	+187	0.02%
MML INVESTORS SERVICES, LLC	20.65K	Mar 31, 26	+1.97K	0.02%
Merit Financial Group, LLC	20.41K	Mar 31, 26	+634	0.02%
MERIDIAN INVESTMENT COUNSEL INC.	20.28K	Mar 31, 26	-700	0.02%
Quad-Cities Investment Group, LLC	20.23K	Mar 31, 26	-853	0.02%
LexAurum Advisors, LLC	20.06K	Mar 31, 26	+20.06K	0.02%
Farther Finance Advisors, LLC	18.54K	Mar 31, 26	+4.96K	0.02%
CARY STREET PARTNERS FINANCIAL LLC	17.90K	Mar 31, 26	-440	0.02%
North Star Investment Management Corp.	17.51K	Mar 31, 26	+277	0.02%
NTV ASSET MANAGEMENT LLC	17.34K	Mar 31, 26	-2.87K	0.02%
DAVENPORT & Co LLC	15.61K	Mar 31, 26	-100	0.02%
Belpointe Asset Management LLC	15.28K	Mar 31, 26	+110	0.02%
Noble Wealth Management PBC	15.00K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	14.87K	Mar 31, 26	+13.19K	0.02%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	14.26K	Mar 31, 26	+1.99K	0.01%
Community Bank of Raymore	14.03K	Mar 31, 26	--	0.01%
PRIMORIS WEALTH ADVISORS, LLC	13.70K	Mar 31, 26	-177	0.01%
WealthBridge Capital Management, LLC	12.94K	Mar 31, 26	+10	0.01%
Uniting Wealth Partners, LLC	12.23K	Mar 31, 26	+500	0.01%
RDA Financial Network	12.10K	Mar 31, 26	+300	0.01%
Live Oak Private Wealth LLC	12.07K	Mar 31, 26	--	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12.04K	Mar 31, 26	-4.84K	0.01%
Apollon Wealth Management, LLC	11.35K	Mar 31, 26	--	0.01%
Comprehensive Money Management Services LLC	11.21K	Mar 31, 26	+550	0.01%
Shulman DeMeo Asset Management LLC	10.91K	Mar 31, 26	-308	0.01%
Register Financial Advisors LLC	10.75K	Mar 31, 26	--	0.01%
Wealthcare Advisory Partners LLC	10.65K	Mar 31, 26	+86	0.01%
NBC SECURITIES, INC.	10.62K	Mar 31, 26	+167	0.01%
Future Financial Wealth Managment LLC	10.00K	Mar 31, 26	+400	0.01%
STEPHENS INC /AR/	9.84K	Mar 31, 26	+12	0.01%
SHEETS SMITH WEALTH MANAGEMENT	9.64K	Mar 31, 26	+220	0.01%
Sigma Planning Corp	9.27K	Mar 31, 26	+140	0.01%
Patriot Financial Group Insurance Agency, LLC	8.98K	Mar 31, 26	+8.98K	0.01%
Texas Yale Capital Corp.	8.80K	Mar 31, 26	--	0.01%
Heritage Wealth Management, Inc.	8.47K	Mar 31, 26	--	0.01%
Saxony Capital Management, LLC	8.47K	Mar 31, 26	--	0.01%
PFG Investments, LLC	7.82K	Mar 31, 26	+7.82K	0.01%
Capital Advisors, Ltd. LLC	6.57K	Mar 31, 26	+6	0.01%
GILL CAPITAL PARTNERS, LLC	5.32K	Mar 31, 26	+5.32K	0.01%
CoreCap Advisors, LLC	5.14K	Mar 31, 26	--	0.01%
Golden State Wealth Management, LLC	4.99K	Mar 31, 26	+68	0.01%
Spire Wealth Management	3.00K	Mar 31, 26	-495	0.00%
EASTERN BANK	2.40K	Mar 31, 26	+2.40K	0.00%
TRUST CO OF TOLEDO NA /OH/	2.38K	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	2.27K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	2.25K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	2.00K	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	1.92K	Mar 31, 26	+24	0.00%
Millstone Evans Group, LLC	1.80K	Mar 31, 26	--	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	1.66K	Mar 31, 26	+13	0.00%
Investors Research Corp	1.61K	Mar 31, 26	--	0.00%
Costello Asset Management, INC	1.34K	Mar 31, 26	+23	0.00%
BROWN, LISLE/CUMMINGS, INC.	1.28K	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	1.09K	Mar 31, 26	--	0.00%
Financial Management Professionals, Inc.	1.04K	Mar 31, 26	--	0.00%
Piscataqua Savings Bank	829	Mar 31, 26	--	0.00%
OLD SECOND NATIONAL BANK OF AURORA	755	Mar 31, 26	--	0.00%
Golden State Equity Partners	678	Mar 31, 26	+678	0.00%
ARMSTRONG ADVISORY GROUP, INC	584	Mar 31, 26	+10	0.00%
Community Financial Services Group, LLC	500	Mar 31, 26	+500	0.00%
Sound Income Strategies, LLC	417	Mar 31, 26	+3	0.00%
GABLES CAPITAL MANAGEMENT INC.	394	Mar 31, 26	--	0.00%
Avion Wealth	351	Mar 31, 26	+104	0.00%
Princeton Global Asset Management LLC	350	Mar 31, 26	--	0.00%
West Branch Capital LLC	302	Mar 31, 26	+302	0.00%
FINANCIAL CONSULATE, INC	250	Mar 31, 26	--	0.00%
Westside Investment Management, Inc.	225	Mar 31, 26	--	0.00%
First PREMIER Bank	200	Mar 31, 26	--	0.00%
IFP Advisors, Inc	147	Mar 31, 26	-468	0.00%
SALEM INVESTMENT COUNSELORS INC	134	Mar 31, 26	+134	0.00%
CENTRAL TRUST Co	100	Mar 31, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	45	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	25	Mar 31, 26	--	0.00%
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-58.46K	--
CX Institutional	--	Mar 31, 26	-100	--
Ackerman Asset Management, LLC	--	Mar 31, 26	-9.50K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-395	--
Navalign, LLC	--	Mar 31, 26	-200	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-60	--
HIGHLINE WEALTH PARTNERS LLC	--	Mar 31, 26	-125	--
Paralel Advisors LLC	2.75M	Dec 31, 25	--	2.84%
SIT INVESTMENT ASSOCIATES INC	2.64M	Dec 31, 25	+2.44M	2.73%
MORGAN STANLEY	2.26M	Dec 31, 25	+172.00K	2.34%
WELLS FARGO & COMPANY/MN	1.89M	Dec 31, 25	+660.05K	1.95%
McGowan Group Asset Management, Inc.	1.38M	Dec 31, 25	+9.12K	1.43%
RIVERNORTH CAPITAL MANAGEMENT, LLC	1.20M	Dec 31, 25	+1.20M	1.24%
UBS Group AG	1.14M	Dec 31, 25	+154.98K	1.18%
ROYAL BANK OF CANADA	904.01K	Dec 31, 25	+86.98K	0.93%
RAYMOND JAMES FINANCIAL INC	849.11K	Dec 31, 25	+27.87K	0.88%
BANK OF AMERICA CORP /DE/	840.73K	Dec 31, 25	+23.81K	0.87%
LPL Financial LLC	673.92K	Dec 31, 25	+54.51K	0.70%
NOMURA HOLDINGS INC	577.28K	Dec 31, 25	+377.63K	0.60%
STIFEL FINANCIAL CORP	416.99K	Dec 31, 25	+3.77K	0.43%
ADVISOR GROUP HOLDINGS, INC.	334.05K	Dec 31, 25	+4.57K	0.35%
Bedell Frazier Investment Counseling, LLC	318.13K	Dec 31, 25	-23.62K	0.33%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	293.50K	Dec 31, 25	+238.20K	0.30%
AMERIPRISE FINANCIAL INC	279.05K	Dec 31, 25	+13.81K	0.29%
READYSTATE ASSET MANAGEMENT LP	208.58K	Dec 31, 25	+208.58K	0.22%
Yakira Capital Management, Inc.	206.83K	Dec 31, 25	+4.97K	0.21%
Cetera Investment Advisers	181.66K	Dec 31, 25	-17.78K	0.19%
CAPTRUST FINANCIAL ADVISORS	133.24K	Dec 31, 25	+55.28K	0.14%
FIRST TRUST ADVISORS LP	123.63K	Dec 31, 25	+21.57K	0.13%
Sanctuary Advisors, LLC	114.21K	Dec 31, 25	-2.57K	0.12%
Bulldog Investors, LLP	101.00K	Dec 31, 25	+101.00K	0.10%
BLUEFIN CAPITAL MANAGEMENT, LLC	100.78K	Dec 31, 25	+100.78K	0.10%
Rathbones Group PLC	99.32K	Dec 31, 25	-8.66K	0.10%
Smith Asset Management Co., LLC	96.70K	Dec 31, 25	-2.00K	0.10%
GOLDMAN SACHS GROUP INC	85.81K	Dec 31, 25	+6.33K	0.09%
Logan Stone Capital, LLC	80.67K	Dec 31, 25	+80.67K	0.08%
Advisory Services Network, LLC	75.95K	Dec 31, 25	+20.65K	0.08%
HighTower Advisors, LLC	68.65K	Dec 31, 25	+11.07K	0.07%
NewEdge Advisors, LLC	60.30K	Dec 31, 25	-3.47K	0.06%
Aviance Capital Partners, LLC	57.33K	Dec 31, 25	+2.28K	0.06%
Quarry LP	56.14K	Dec 31, 25	-133.84K	0.06%
CSS LLC/IL	54.23K	Dec 31, 25	+54.23K	0.06%
Creative Planning	53.31K	Dec 31, 25	+5.05K	0.06%
Mariner, LLC	53.05K	Dec 31, 25	+19.50K	0.05%
Venture Visionary Partners LLC	50.81K	Dec 31, 25	+484	0.05%
Weiss Asset Management LP	47.15K	Dec 31, 25	+47.15K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	45.96K	Dec 31, 25	+5.92K	0.05%
HARBOUR INVESTMENTS, INC.	44.55K	Dec 31, 25	+8.35K	0.05%
Marex Group plc	42.99K	Dec 31, 25	+42.99K	0.04%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	41.55K	Dec 31, 25	+41.55K	0.04%
Almitas Capital LLC	38.56K	Dec 31, 25	+13.06K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	37.57K	Dec 31, 25	+3.42K	0.04%
CWM, LLC	37.13K	Dec 31, 25	+1.15K	0.04%
WOLVERINE ASSET MANAGEMENT LLC	35.97K	Dec 31, 25	+35.97K	0.04%
Atria Investments, Inc	35.34K	Dec 31, 25	+4.81K	0.04%
Symphony Financial Services, Inc.	35.34K	Dec 31, 25	+11	0.04%
ENVESTNET ASSET MANAGEMENT INC	35.08K	Dec 31, 25	+3.53K	0.04%
MILLENNIUM MANAGEMENT LLC	33.22K	Dec 31, 25	+33.22K	0.03%
JANE STREET GROUP, LLC	30.58K	Dec 31, 25	-35.59K	0.03%
Steward Partners Investment Advisory, LLC	29.68K	Dec 31, 25	+7.98K	0.03%
BENJAMIN EDWARDS INC	29.46K	Dec 31, 25	-8.78K	0.03%
Triumph Capital Management	29.25K	Dec 31, 25	-18	0.03%
AlphaCore Capital LLC	28.71K	Dec 31, 25	-1.89K	0.03%
Coastal Bridge Advisors, LLC	27.57K	Dec 31, 25	+5	0.03%
Pathstone Holdings, LLC	26.94K	Dec 31, 25	+862	0.03%
Waverly Advisors, LLC	25.51K	Dec 31, 25	-640	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	25.10K	Dec 31, 25	+1.13K	0.03%
Americana Partners, LLC	25.01K	Dec 31, 25	+25.01K	0.03%
GUGGENHEIM CAPITAL LLC	23.47K	Dec 31, 25	-34.40K	0.02%
Capital Investment Advisory Services, LLC	23.31K	Dec 31, 25	+25	0.02%
Garden State Investment Advisory Services LLC	22.86K	Dec 31, 25	-2.37K	0.02%
Kingsview Wealth Management, LLC	21.80K	Dec 31, 25	-1.21K	0.02%
Calamos Advisors LLC	21.74K	Dec 31, 25	+21.74K	0.02%
IFG Advisory, LLC	21.70K	Dec 31, 25	+21.70K	0.02%
US BANCORP \DE\	20.27K	Dec 31, 25	+18.19K	0.02%
Weinberger Asset Management, Inc	20.15K	Dec 31, 25	--	0.02%
Sargent Investment Group, LLC	19.09K	Dec 31, 25	--	0.02%
MGB Wealth Management, LLC	18.96K	Dec 31, 25	-2.48K	0.02%
NewEdge Wealth, LLC	16.91K	Dec 31, 25	--	0.02%
Summit Financial, LLC	16.15K	Dec 31, 25	+231	0.02%
COMMERCE BANK	15.33K	Dec 31, 25	-1.41K	0.02%
Pekin Hardy Strauss, Inc.	15.13K	Dec 31, 25	+1.50K	0.02%
Dakota Wealth Management	14.06K	Dec 31, 25	+2.19K	0.01%
Baird Financial Group, Inc.	13.40K	Dec 31, 25	+30	0.01%
National Wealth Management Group, LLC	12.85K	Dec 31, 25	+1.03K	0.01%
Colony Group, LLC	12.48K	Dec 31, 25	+12.48K	0.01%
Fort Sheridan Advisors LLC	11.71K	Dec 31, 25	+1.95K	0.01%
COMERICA BANK	11.68K	Dec 31, 25	+3.25K	0.01%
CHANNEL WEALTH LLC	11.38K	Dec 31, 25	-200	0.01%
Adalta Capital Management LLC	10.90K	Dec 31, 25	+10.90K	0.01%
Visionary Wealth Advisors	10.86K	Dec 31, 25	+817	0.01%
Almanack Investment Partners, LLC.	10.59K	Dec 31, 25	-300	0.01%
SRS Capital Advisors, Inc.	10.42K	Dec 31, 25	+1.19K	0.01%
GREEN SQUARE CAPITAL ADVISORS LLC	10.41K	Dec 31, 25	+10.41K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.39K	Dec 31, 25	+161	0.01%
StoneX Group Inc.	10.27K	Dec 31, 25	+2.04K	0.01%
Investmark Advisory Group LLC	10.20K	Dec 31, 25	--	0.01%
Rockefeller Capital Management L.P.	10.20K	Dec 31, 25	+1.89K	0.01%
FAS Wealth Partners, Inc.	10.20K	Dec 31, 25	--	0.01%
Equitable Holdings, Inc.	10.14K	Dec 31, 25	-141	0.01%
WealthTrust Axiom LLC	10.05K	Dec 31, 25	--	0.01%
K2 PRINCIPAL FUND, L.P.	10.04K	Dec 31, 25	+10.04K	0.01%
Arkadios Wealth Advisors	8.63K	Dec 31, 25	+8.63K	0.01%
Invesco Ltd.	8.57K	Dec 31, 25	-1.22K	0.01%
IEQ CAPITAL, LLC	8.43K	Dec 31, 25	+8.43K	0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	6.22K	Dec 31, 25	--	0.01%
Geneos Wealth Management Inc.	6.21K	Dec 31, 25	--	0.01%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	6.00K	Dec 31, 25	--	0.01%
Gen-Wealth Partners Inc	5.78K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	4.99K	Dec 31, 25	+40	0.01%
Allworth Financial LP	4.18K	Dec 31, 25	-1.23K	0.00%
MAI Capital Management	3.48K	Dec 31, 25	+2.24K	0.00%
JPMORGAN CHASE & CO	3.12K	Dec 31, 25	+3.02K	0.00%
Cape Investment Advisory, Inc.	2.92K	Dec 31, 25	--	0.00%
HUNTINGTON NATIONAL BANK	2.50K	Dec 31, 25	--	0.00%
EverSource Wealth Advisors, LLC	2.26K	Dec 31, 25	-1.14K	0.00%
Cornerstone Planning Group LLC	2.12K	Dec 31, 25	+2.12K	0.00%
CULLEN/FROST BANKERS, INC.	1.84K	Dec 31, 25	--	0.00%
Salomon & Ludwin, LLC	1.77K	Dec 31, 25	-65	0.00%
Sunbelt Securities, Inc.	1.72K	Dec 31, 25	+16	0.00%
JONES FINANCIAL COMPANIES LLLP	1.37K	Dec 31, 25	+1.37K	0.00%
Colonial Trust Co / SC	1.20K	Dec 31, 25	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	900	Dec 31, 25	+200	0.00%
Ancora Advisors, LLC	700	Dec 31, 25	-345	0.00%
Asset Dedication, LLC	562	Dec 31, 25	--	0.00%
ASSETMARK, INC	552	Dec 31, 25	+305	0.00%
Glen Eagle Advisors, LLC	500	Dec 31, 25	--	0.00%
JDM Financial Group LLC	418	Dec 31, 25	--	0.00%
Smartleaf Asset Management LLC	313	Dec 31, 25	--	0.00%
Fortis Group Advisors, LLC	228	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	228	Dec 31, 25	+228	0.00%
Russell Investments Group, Ltd.	227	Dec 31, 25	--	0.00%
Westside Investment Management, Inc.	225	Dec 31, 25	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	201	Dec 31, 25	+201	0.00%
Capital Analysts, LLC	190	Dec 31, 25	-28	0.00%
DELTA ASSET MANAGEMENT LLC/TN	150	Dec 31, 25	--	0.00%
DV Trading LLC	114	Dec 31, 25	+114	0.00%
Larson Financial Group LLC	105	Dec 31, 25	+105	0.00%
Parallel Advisors, LLC	104	Dec 31, 25	-1.06K	0.00%
Global Retirement Partners, LLC	73	Dec 31, 25	-2.06K	0.00%
Tower Research Capital LLC (TRC)	29	Dec 31, 25	+10	0.00%
Transamerica Financial Advisors, Inc.	1	Dec 31, 25	-31	0.00%
Moors & Cabot, Inc.	--	Dec 31, 25	-9.68K	--
Walleye Capital LLC	--	Dec 31, 25	-14.25K	--
Alpine Global Management, LLC	--	Dec 31, 25	-376.60K	--
Cornerstone Advisors, LLC	--	Dec 31, 25	-390.41K	--
Cheviot Value Management, LLC	--	Dec 31, 25	-353	--
BOOTHBAY FUND MANAGEMENT, LLC	--	Dec 31, 25	-379.64K	--
EXCEL SECURITIES & ASSOCIATES, INC.	--	Dec 31, 25	-5.88K	--
Founders Financial Alliance, LLC	--	Dec 31, 25	-5.41K	--
Integrated Wealth Concepts LLC	--	Dec 31, 25	-9.34K	--
Ameritas Advisory Services, LLC	--	Dec 31, 25	-3.80K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Dec 31, 25	-80.49K	--
CITIGROUP INC	--	Dec 31, 25	-2.58K	--
Cable Car Capital LLC	--	Dec 31, 25	-100.00K	--
BlackRock, Inc.	--	Dec 31, 25	-156	--
Modern Wealth Management, LLC	--	Dec 31, 25	-12.49K	--
TWO SIGMA INVESTMENTS, LP	--	Dec 31, 25	-121.62K	--
Clearstead Advisors, LLC	--	Dec 31, 25	-194	--
Tyche Wealth Partners LLC	--	Dec 31, 25	-15.04K	--
ExodusPoint Capital Management, LP	--	Dec 31, 25	-83.25K	--
Newbridge Financial Services Group, Inc.	--	Dec 31, 25	-11.88K	--
MATRIX PRIVATE CAPITAL GROUP LLC	93.42K	Sep 30, 25	+22.32K	0.10%
Strategic Wealth Partners, Ltd.	38.11K	Sep 30, 25	+437	0.04%
Lowe Wealth Advisors, LLC	1.78K	Sep 30, 25	--	0.00%
FSA Wealth Management LLC	450	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	57.85K	Jun 30, 25	+8.83K	0.06%
Capital Market Strategies LLC	18.17K	Jun 30, 25	-3.46K	0.02%
Good Life Advisors, LLC	18.03K	Jun 30, 25	+235	0.02%
AVANTAX ADVISORY SERVICES, INC.	8.81K	Jun 30, 25	-2.36K	0.01%
Summit X, LLC	8.03K	Jun 30, 25	--	0.01%
Monterey Private Wealth, Inc.	19.23K	Mar 31, 25	+238	0.02%
CAROLINAS WEALTH CONSULTING LLC	982	Mar 31, 25	--	0.00%
TrinityPoint Wealth, LLC	27.55K	Dec 31, 24	+5	0.03%
Zions Bancorporation, N.A.	6.00K	Dec 31, 24	--	0.01%
Householder Group Estate & Retirement Specialist, LLC	1.20K	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	618.21K	Sep 30, 24	+2.68K	0.64%
RAYMOND JAMES & ASSOCIATES	253.59K	Sep 30, 24	+2.14K	0.26%
RAYMOND JAMES TRUST N.A.	27.70K	Sep 30, 24	+982	0.03%
9258 Wealth Management, LLC	25.46K	Sep 30, 24	-2.71K	0.03%
All Season Financial Advisors, Inc.	24.39K	Sep 30, 24	+54	0.03%
NORTHWEST INVESTMENT COUNSELORS, LLC	1.00K	Sep 30, 24	+1.00K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.64K	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	107.66K	Mar 31, 24	-3.47K	0.11%
Cetera Advisors LLC	46.60K	Mar 31, 24	+6.26K	0.05%
Retirement Group, LLC	545	Mar 31, 24	--	0.00%
Scarborough Advisors, LLC	300	Dec 31, 23	+300	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	24.00K	Sep 30, 23	-6.54K	0.02%
PATHSTONE FAMILY OFFICE, LLC	19.91K	Sep 30, 23	-3	0.02%
Endurance Wealth Management, Inc.	255	Jun 30, 23	--	0.00%
Ahrens Investment Partners LLC	2.38K	Mar 31, 23	+2.38K	0.00%
BOENNING & SCATTERGOOD, INC.	8.56K	Dec 31, 22	-60	0.01%
Sargent Bickham Lagudis LLC	160	Dec 31, 22	--	0.00%
FourThought Financial, LLC	16.79K	Sep 30, 22	-1.08K	0.02%
American Portfolios Advisors	4.67K	Sep 30, 22	+1.33K	0.00%
Strategic Asset Management, LLC	1.00K	Sep 30, 22	--	0.00%
Covington Capital Management	490	Sep 30, 22	--	0.00%
DIXON HUBARD FEINOUR & BROWN INC/VA	44.97K	Jun 30, 22	-1.24K	0.05%
Loveless Wealth Management LLC	43.34K	Jun 30, 22	--	0.04%
B. Riley Wealth Management, Inc.	8.02K	Jun 30, 22	+8.02K	0.01%
Lake Point Wealth Management	255	Jun 30, 22	+4	0.00%
NEXT Financial Group, Inc	2.65K	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	1.79K	Dec 31, 21	--	0.00%
LEVEL FOUR FINANCIAL, LLC	16.41K	Sep 30, 21	-250	0.02%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12.73K	Sep 30, 21	+3.74K	0.01%
Sonora Investment Management, LLC	500	Sep 30, 21	--	0.00%
Sullivan, Bruyette, Speros & Blaney, LLC	3.60K	Mar 31, 21	+3.60K	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	18.31K	Dec 31, 20	--	0.02%
Winslow, Evans & Crocker, Inc.	2.42K	Dec 31, 20	+595	0.00%
Jolley Asset Management, LLC	12.07K	Mar 31, 20	--	0.01%
Squar Milner Financial Services LLC	1.49K	Mar 31, 20	--	0.00%
Advisor Group, Inc.	160.95K	Dec 31, 19	+55.85K	0.17%
LADENBURG THALMANN FINANCIAL SERVICES INC.	91.14K	Dec 31, 19	-24.67K	0.09%
BB&T SECURITIES, LLC	65.67K	Sep 30, 19	-3.56K	0.07%
SUNTRUST BANKS INC	59.85K	Sep 30, 19	+20.88K	0.06%
NEXT Financial Holdings	1.72K	Mar 31, 19	+1.72K	0.00%
WealthTrust Fairport, LLC	432	Mar 31, 19	+432	0.00%
LOEB PARTNERS CORP	--	Mar 31, 19	-500	--
Questar Asset Management, Inc.	35.26K	Dec 31, 18	+35.26K	0.04%
WealthTrust-Arizona, LLC	5.00K	Dec 31, 18	+5.00K	0.01%
Palo Capital, Inc.	--	Dec 31, 18	-17.57K	--
Financial Gravity Companies, Inc.	--	Dec 31, 18	--	--
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	35.10K	Sep 30, 18	-2.24K	0.04%
Zions Bancorporation	6.00K	Sep 30, 18	--	0.01%
STEWART WEST INDIES TRADING CO., LTD	1.91M	Mar 31, 18	--	1.98%
Concert Wealth Management Inc.	--	Sep 30, 17	-25.29K	--
Commonwealth Equity Services, Inc	47.23K	Jun 30, 17	+5.48K	0.05%
WFG Advisors, LP	7.15K	Jun 30, 17	+258	0.01%
LBA Wealth Management, LLC	100	Mar 31, 17	+100	0.00%
MSI Financial Services Inc	10.77K	Dec 31, 16	-16.91K	0.01%
KANALY TRUST CO	666	Dec 31, 16	+666	0.00%
ANCORA FAMILY WEALTH ADVISORS, LLC	30.40K	Sep 30, 16	--	0.03%
WESTPORT RESOURCES MANAGEMENT INC	311	Sep 30, 16	-1.34K	0.00%
VSR Financial Services, Inc.	53.56K	Jun 30, 16	-8.42K	0.06%
Gupta Wealth Management LLC	--	Mar 31, 16	-3.53K	--
Pinnacle Summer Investments, Inc.	--	Dec 31, 15	-1.01K	--
First Allied Asset Management, Inc.	415.25K	Mar 31, 15	-10.61K	0.43%
BAIRD ROBERT W & CO INC /WI/	255.34K	Mar 31, 15	+11.12K	0.26%
HABERER REGISTERED INVESTMENT ADVISOR INC	45.32K	Mar 31, 15	-10.64K	0.05%
STERNE AGEE GROUP, INC.	19.60K	Mar 31, 15	--	0.02%
Zions Trust, National Association	6.00K	Dec 31, 14	--	0.01%
NEW ENGLAND SECURITIES CORP /MA/	4.52K	Dec 31, 14	-564	0.00%
UBS AG	1.49M	Sep 30, 14	+35.23K	1.54%
BlueCrest Capital Management LLP	--	Sep 30, 14	-10.34K	--
KMS FINANCIAL SERVICES, INC	9.01K	Jun 30, 14	-16.06K	0.01%
STIFEL NICOLAUS & CO INC \MO\	32.62K	Sep 30, 13	-500	0.03%
Signator Financial Services, Inc.	327	Sep 30, 13	--	0.00%
KNIGHT CAPITAL GROUP LLC	19.20K	Jun 30, 13	+19.20K	0.02%
First Allied Securities, Inc.	16.92K	Jun 30, 12	-515	0.02%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	364.49K	Jun 30, 10	+42.07K	0.38%

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Holder

Date

Change

% Held

ROCKY MOUNTAIN ADVISERS, LLC

408.33K

Mar 31, 26

+41

0.42%

C2C Wealth Management, LLC

277.37K

Mar 31, 26

+16.30K

0.29%

Kestra Advisory Services, LLC

238.55K

Mar 31, 26

+68.54K

0.25%

TRUIST FINANCIAL CORP

160.25K

Mar 31, 26

-1.68K

0.17%

ABSOLUTE INVESTMENT ADVISERS, LLC

142.39K

Mar 31, 26

-12.57K

0.15%

CONNING INC.

129.70K

Mar 31, 26

+2.31K

0.13%

WOLVERINE ASSET MANAGEMENT LLC

113.42K

Mar 31, 26

+77.45K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

111.89K

Mar 31, 26

-3.26K

0.12%

Cambridge Investment Research Advisors, Inc.

105.87K

Mar 31, 26

+21.42K

0.11%

Private Advisor Group, LLC

85.36K

Mar 31, 26

+3.50K

0.09%

Janney Montgomery Scott LLC

79.34K

Mar 31, 26

+6.15K

0.08%

WEDBUSH SECURITIES INC

75.32K

Mar 31, 26

+1.11K

0.08%

Accel Wealth Management

73.09K

Mar 31, 26

-3.85K

0.08%

Pensionmark Financial Group, LLC

65.22K

Mar 31, 26

+55.84K

0.07%

Beacon Capital Management, Inc.

45.00K

Mar 31, 26

0.05%

GRIFFIN ASSET MANAGEMENT, INC.

42.35K

Mar 31, 26

+3.81K

0.04%

NWF Advisory Services Inc.

42.11K

Mar 31, 26

+856

0.04%

Cyndeo Wealth Partners, LLC

41.85K

Mar 31, 26

0.04%

Abel Hall, LLC

40.00K

Mar 31, 26

+18.00K

0.04%

ENVESTNET ASSET MANAGEMENT INC

38.28K

Mar 31, 26

+3.21K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

35.27K

Mar 31, 26

-47.21K

0.04%

Westbourne Investment Advisors, Inc.

34.60K

Mar 31, 26

+4.60K

0.04%

AlphaStar Capital Management, LLC

32.01K

Mar 31, 26

-3.25K

0.03%

Integrated Advisors Network LLC

31.29K

Mar 31, 26

-267

0.03%

OPPENHEIMER & CO INC

30.52K

Mar 31, 26

-147

0.03%

Prospera Financial Services Inc

30.14K

Mar 31, 26

+150

0.03%

Certified Advisory Corp

29.59K

Mar 31, 26

-2.19K

0.03%

Mission Hills Financial Advisory, LLC

28.06K

Mar 31, 26

+4.58K

0.03%

Investment Partners Asset Management, Inc.

25.34K

Mar 31, 26

+1.74K

0.03%

Stratos Wealth Partners, LTD.

24.80K

Mar 31, 26

-2.18K

0.03%

Calamos Advisors LLC

24.68K

Mar 31, 26

+2.94K

0.03%

Maridea Wealth Management LLC

23.16K

Mar 31, 26

+628

0.02%

TrueMark Investments, LLC

22.93K

Mar 31, 26

-8.83K

0.02%

Atlas Brown,Inc.

22.27K

Mar 31, 26

-194

0.02%

Samalin Investment Counsel, LLC

21.16K

Mar 31, 26

-3.98K

0.02%

Mezzasalma Advisors, LLC

20.80K

Mar 31, 26

+187

0.02%

MML INVESTORS SERVICES, LLC

20.65K

Mar 31, 26

+1.97K

0.02%

Merit Financial Group, LLC

20.41K

Mar 31, 26

+634

0.02%

MERIDIAN INVESTMENT COUNSEL INC.

20.28K

Mar 31, 26

-700

0.02%

Quad-Cities Investment Group, LLC

20.23K

Mar 31, 26

-853

0.02%

LexAurum Advisors, LLC

20.06K

Mar 31, 26

+20.06K

0.02%

Farther Finance Advisors, LLC

18.54K

Mar 31, 26

+4.96K

0.02%

CARY STREET PARTNERS FINANCIAL LLC

17.90K

Mar 31, 26

-440

0.02%

North Star Investment Management Corp.

17.51K

Mar 31, 26

+277

0.02%

NTV ASSET MANAGEMENT LLC

17.34K

Mar 31, 26

-2.87K

0.02%

DAVENPORT & Co LLC

15.61K

Mar 31, 26

-100

0.02%

Belpointe Asset Management LLC

15.28K

Mar 31, 26

+110

0.02%

Noble Wealth Management PBC

15.00K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

14.87K

Mar 31, 26

+13.19K

0.02%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

14.26K

Mar 31, 26

+1.99K

0.01%

Community Bank of Raymore

14.03K

Mar 31, 26

0.01%

PRIMORIS WEALTH ADVISORS, LLC

13.70K

Mar 31, 26

-177

0.01%

WealthBridge Capital Management, LLC

12.94K

Mar 31, 26

+10

0.01%

Uniting Wealth Partners, LLC

12.23K

Mar 31, 26

+500

0.01%

RDA Financial Network

12.10K

Mar 31, 26

+300

0.01%

Live Oak Private Wealth LLC

12.07K

Mar 31, 26

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

12.04K

Mar 31, 26

-4.84K

0.01%

Apollon Wealth Management, LLC

11.35K

Mar 31, 26

0.01%

Comprehensive Money Management Services LLC

11.21K

Mar 31, 26

+550

0.01%

Shulman DeMeo Asset Management LLC

10.91K

Mar 31, 26

-308

0.01%

10.75K

Mar 31, 26

0.01%

Wealthcare Advisory Partners LLC

10.65K

Mar 31, 26

+86

0.01%

NBC SECURITIES, INC.

10.62K

Mar 31, 26

+167

0.01%

Future Financial Wealth Managment LLC

10.00K

Mar 31, 26

+400

0.01%

STEPHENS INC /AR/

9.84K

Mar 31, 26

+12

0.01%

SHEETS SMITH WEALTH MANAGEMENT

9.64K

Mar 31, 26

+220

0.01%

Sigma Planning Corp

9.27K

Mar 31, 26

+140

0.01%

Patriot Financial Group Insurance Agency, LLC

8.98K

Mar 31, 26

+8.98K

0.01%

Texas Yale Capital Corp.

8.80K

Mar 31, 26

0.01%

Heritage Wealth Management, Inc.

8.47K

Mar 31, 26

0.01%

Saxony Capital Management, LLC

8.47K

Mar 31, 26

0.01%

PFG Investments, LLC

7.82K

Mar 31, 26

+7.82K

0.01%

Capital Advisors, Ltd. LLC

6.57K

Mar 31, 26

0.01%

GILL CAPITAL PARTNERS, LLC

5.32K

Mar 31, 26

+5.32K

0.01%

CoreCap Advisors, LLC

5.14K

Mar 31, 26

0.01%

Golden State Wealth Management, LLC

4.99K

Mar 31, 26

+68

0.01%

Spire Wealth Management

3.00K

Mar 31, 26

-495

0.00%

EASTERN BANK

2.40K

Mar 31, 26

+2.40K

0.00%

TRUST CO OF TOLEDO NA /OH/

2.38K

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

2.27K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

2.25K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

2.00K

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

1.92K

Mar 31, 26

+24

0.00%

Millstone Evans Group, LLC

1.80K

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

1.66K

Mar 31, 26

+13

0.00%

Investors Research Corp

1.61K

Mar 31, 26

0.00%

Costello Asset Management, INC

1.34K

Mar 31, 26

+23

0.00%

BROWN, LISLE/CUMMINGS, INC.

1.28K

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

1.09K

Mar 31, 26

0.00%

Financial Management Professionals, Inc.

1.04K

Mar 31, 26

0.00%

Piscataqua Savings Bank

829

Mar 31, 26

0.00%

OLD SECOND NATIONAL BANK OF AURORA

755

Mar 31, 26

0.00%

Golden State Equity Partners

678

Mar 31, 26

+678

0.00%

ARMSTRONG ADVISORY GROUP, INC

584

Mar 31, 26

+10

0.00%

Community Financial Services Group, LLC

500

Mar 31, 26

+500

0.00%

Sound Income Strategies, LLC

417

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

394

Mar 31, 26

0.00%

Avion Wealth

351

Mar 31, 26

+104

0.00%

Princeton Global Asset Management LLC

350

Mar 31, 26

0.00%

West Branch Capital LLC

302

Mar 31, 26

+302

0.00%

FINANCIAL CONSULATE, INC

250

Mar 31, 26

0.00%

Westside Investment Management, Inc.

225

Mar 31, 26

0.00%

First PREMIER Bank

200

Mar 31, 26

0.00%

IFP Advisors, Inc

147

Mar 31, 26

-468

0.00%

SALEM INVESTMENT COUNSELORS INC

134

Mar 31, 26

+134

0.00%

CENTRAL TRUST Co

100

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

J.W. COLE ADVISORS, INC.

Mar 31, 26

-58.46K

CX Institutional

Mar 31, 26

-100

Ackerman Asset Management, LLC

Mar 31, 26

-9.50K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-395

Navalign, LLC

Mar 31, 26

-200

Ronald Blue Trust, Inc.

Mar 31, 26

-60

HIGHLINE WEALTH PARTNERS LLC

Mar 31, 26

-125

Paralel Advisors LLC

2.75M

Dec 31, 25

2.84%

SIT INVESTMENT ASSOCIATES INC

2.64M

Dec 31, 25

+2.44M

2.73%

MORGAN STANLEY

2.26M

Dec 31, 25

+172.00K

2.34%

WELLS FARGO & COMPANY/MN

1.89M

Dec 31, 25

+660.05K

1.95%

McGowan Group Asset Management, Inc.

1.38M

Dec 31, 25

+9.12K

1.43%

RIVERNORTH CAPITAL MANAGEMENT, LLC

1.20M

Dec 31, 25

+1.20M

1.24%

UBS Group AG

1.14M

Dec 31, 25

+154.98K

1.18%

ROYAL BANK OF CANADA

904.01K

Dec 31, 25

+86.98K

0.93%

RAYMOND JAMES FINANCIAL INC

849.11K

Dec 31, 25

+27.87K

0.88%

BANK OF AMERICA CORP /DE/

840.73K

Dec 31, 25

+23.81K

0.87%

LPL Financial LLC

673.92K

Dec 31, 25

+54.51K

0.70%

NOMURA HOLDINGS INC

577.28K

Dec 31, 25

+377.63K

0.60%

STIFEL FINANCIAL CORP

416.99K

Dec 31, 25

+3.77K

0.43%

ADVISOR GROUP HOLDINGS, INC.

334.05K

Dec 31, 25

+4.57K

0.35%

Bedell Frazier Investment Counseling, LLC

318.13K

Dec 31, 25

-23.62K

0.33%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

293.50K

Dec 31, 25

+238.20K

0.30%

AMERIPRISE FINANCIAL INC

279.05K

Dec 31, 25

+13.81K

0.29%

READYSTATE ASSET MANAGEMENT LP

208.58K

Dec 31, 25

+208.58K

0.22%

Yakira Capital Management, Inc.

206.83K

Dec 31, 25

+4.97K

0.21%

Cetera Investment Advisers

181.66K

Dec 31, 25

-17.78K

0.19%

CAPTRUST FINANCIAL ADVISORS

133.24K

Dec 31, 25

+55.28K

0.14%

FIRST TRUST ADVISORS LP

123.63K

Dec 31, 25

+21.57K

0.13%

Sanctuary Advisors, LLC

114.21K

Dec 31, 25

-2.57K

0.12%

Bulldog Investors, LLP

101.00K

Dec 31, 25

+101.00K

0.10%

BLUEFIN CAPITAL MANAGEMENT, LLC

100.78K

Dec 31, 25

+100.78K

0.10%

Rathbones Group PLC

99.32K

Dec 31, 25

-8.66K

0.10%

Smith Asset Management Co., LLC

96.70K

Dec 31, 25

-2.00K

0.10%

GOLDMAN SACHS GROUP INC

85.81K

Dec 31, 25

+6.33K

0.09%

Logan Stone Capital, LLC

80.67K

Dec 31, 25

+80.67K

0.08%

Advisory Services Network, LLC

75.95K

Dec 31, 25

+20.65K

0.08%

HighTower Advisors, LLC

68.65K

Dec 31, 25

+11.07K

0.07%

NewEdge Advisors, LLC

60.30K

Dec 31, 25

-3.47K

0.06%

Aviance Capital Partners, LLC

57.33K

Dec 31, 25

+2.28K

0.06%

Quarry LP

56.14K

Dec 31, 25

-133.84K

0.06%

CSS LLC/IL

54.23K

Dec 31, 25

+54.23K

0.06%

Creative Planning

53.31K

Dec 31, 25

+5.05K

0.06%

Mariner, LLC

53.05K

Dec 31, 25

+19.50K

0.05%

Venture Visionary Partners LLC

50.81K

Dec 31, 25

+484

0.05%

Weiss Asset Management LP

47.15K

Dec 31, 25

+47.15K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

45.96K

Dec 31, 25

+5.92K

0.05%

HARBOUR INVESTMENTS, INC.

44.55K

Dec 31, 25

+8.35K

0.05%

Marex Group plc

42.99K

Dec 31, 25

+42.99K

0.04%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

41.55K

Dec 31, 25

+41.55K

0.04%

Almitas Capital LLC

38.56K

Dec 31, 25

+13.06K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

37.57K

Dec 31, 25

+3.42K

0.04%

CWM, LLC

37.13K

Dec 31, 25

+1.15K

0.04%

WOLVERINE ASSET MANAGEMENT LLC

35.97K

Dec 31, 25

+35.97K

0.04%

Atria Investments, Inc

35.34K

Dec 31, 25

+4.81K

0.04%

Symphony Financial Services, Inc.

35.34K

Dec 31, 25

+11

0.04%

ENVESTNET ASSET MANAGEMENT INC

35.08K

Dec 31, 25

+3.53K

0.04%

MILLENNIUM MANAGEMENT LLC

33.22K

Dec 31, 25

+33.22K

0.03%

JANE STREET GROUP, LLC

30.58K

Dec 31, 25

-35.59K

0.03%

Steward Partners Investment Advisory, LLC

29.68K

Dec 31, 25

+7.98K

0.03%

BENJAMIN EDWARDS INC

29.46K

Dec 31, 25

-8.78K

0.03%

Triumph Capital Management

29.25K

Dec 31, 25

-18

0.03%

AlphaCore Capital LLC

28.71K

Dec 31, 25

-1.89K

0.03%

Coastal Bridge Advisors, LLC

27.57K

Dec 31, 25

0.03%

Pathstone Holdings, LLC

26.94K

Dec 31, 25

+862

0.03%

Waverly Advisors, LLC

25.51K

Dec 31, 25

-640

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

25.10K

Dec 31, 25

+1.13K

0.03%

Americana Partners, LLC

25.01K

Dec 31, 25

+25.01K

0.03%

GUGGENHEIM CAPITAL LLC

23.47K

Dec 31, 25

-34.40K

0.02%

Capital Investment Advisory Services, LLC

23.31K

Dec 31, 25

+25

0.02%

Garden State Investment Advisory Services LLC

22.86K

Dec 31, 25

-2.37K

0.02%

Kingsview Wealth Management, LLC

21.80K

Dec 31, 25

-1.21K

0.02%

Calamos Advisors LLC

21.74K

Dec 31, 25

+21.74K

0.02%

IFG Advisory, LLC

21.70K

Dec 31, 25

+21.70K

0.02%

US BANCORP \DE\

20.27K

Dec 31, 25

+18.19K

0.02%

Weinberger Asset Management, Inc

20.15K

Dec 31, 25

0.02%

Sargent Investment Group, LLC

19.09K

Dec 31, 25

0.02%

MGB Wealth Management, LLC

18.96K

Dec 31, 25

-2.48K

0.02%

NewEdge Wealth, LLC

16.91K

Dec 31, 25

0.02%

Summit Financial, LLC

16.15K

Dec 31, 25

+231

0.02%

COMMERCE BANK

15.33K

Dec 31, 25

-1.41K

0.02%

Pekin Hardy Strauss, Inc.

15.13K

Dec 31, 25

+1.50K

0.02%

Dakota Wealth Management

14.06K

Dec 31, 25

+2.19K

0.01%

Baird Financial Group, Inc.

13.40K

Dec 31, 25

+30

0.01%

National Wealth Management Group, LLC

12.85K

Dec 31, 25

+1.03K

0.01%

Colony Group, LLC

12.48K

Dec 31, 25

+12.48K

0.01%

Fort Sheridan Advisors LLC

11.71K

Dec 31, 25

+1.95K

0.01%

COMERICA BANK

11.68K

Dec 31, 25

+3.25K

0.01%

CHANNEL WEALTH LLC

11.38K

Dec 31, 25

-200

0.01%

Adalta Capital Management LLC

10.90K

Dec 31, 25

+10.90K

0.01%

Visionary Wealth Advisors

10.86K

Dec 31, 25

+817

0.01%

Almanack Investment Partners, LLC.

10.59K

Dec 31, 25

-300

0.01%

SRS Capital Advisors, Inc.

10.42K

Dec 31, 25

+1.19K

0.01%

GREEN SQUARE CAPITAL ADVISORS LLC

10.41K

Dec 31, 25

+10.41K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

10.39K

Dec 31, 25

+161

0.01%

StoneX Group Inc.

10.27K

Dec 31, 25

+2.04K

0.01%

Investmark Advisory Group LLC

10.20K

Dec 31, 25

0.01%

Rockefeller Capital Management L.P.

10.20K

Dec 31, 25

+1.89K

0.01%

FAS Wealth Partners, Inc.

10.20K

Dec 31, 25

0.01%

Equitable Holdings, Inc.

10.14K

Dec 31, 25

-141

0.01%

WealthTrust Axiom LLC

10.05K

Dec 31, 25

0.01%

K2 PRINCIPAL FUND, L.P.

10.04K

Dec 31, 25

+10.04K

0.01%

Arkadios Wealth Advisors

8.63K

Dec 31, 25

+8.63K

0.01%

Invesco Ltd.

8.57K

Dec 31, 25

-1.22K

0.01%

IEQ CAPITAL, LLC

8.43K

Dec 31, 25

+8.43K

0.01%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

6.22K

Dec 31, 25

0.01%

Geneos Wealth Management Inc.

6.21K

Dec 31, 25

0.01%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

6.00K

Dec 31, 25

0.01%

Gen-Wealth Partners Inc

5.78K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

4.99K

Dec 31, 25

+40

0.01%

Allworth Financial LP

4.18K

Dec 31, 25

-1.23K

0.00%

MAI Capital Management

3.48K

Dec 31, 25

+2.24K

0.00%

JPMORGAN CHASE & CO

3.12K

Dec 31, 25

+3.02K

0.00%

Cape Investment Advisory, Inc.

2.92K

Dec 31, 25

0.00%

HUNTINGTON NATIONAL BANK

2.50K

Dec 31, 25

0.00%

EverSource Wealth Advisors, LLC

2.26K

Dec 31, 25

-1.14K

0.00%

Cornerstone Planning Group LLC

2.12K

Dec 31, 25

+2.12K

0.00%

CULLEN/FROST BANKERS, INC.

1.84K

Dec 31, 25

0.00%

Salomon & Ludwin, LLC

1.77K

Dec 31, 25

-65

0.00%

Sunbelt Securities, Inc.

1.72K

Dec 31, 25

+16

0.00%

JONES FINANCIAL COMPANIES LLLP

1.37K

Dec 31, 25

+1.37K

0.00%

Colonial Trust Co / SC

1.20K

Dec 31, 25

0.00%

HOLLENCREST CAPITAL MANAGEMENT

900

Dec 31, 25

+200

0.00%

Ancora Advisors, LLC

700

Dec 31, 25

-345

0.00%

Asset Dedication, LLC

562

Dec 31, 25

0.00%

ASSETMARK, INC

552

Dec 31, 25

+305

0.00%

Glen Eagle Advisors, LLC

500

Dec 31, 25

0.00%

JDM Financial Group LLC

418

Dec 31, 25

0.00%

Smartleaf Asset Management LLC

313

Dec 31, 25

0.00%

Fortis Group Advisors, LLC

228

Dec 31, 25

0.00%

Motiv8 Investments LLC

228

Dec 31, 25

+228

0.00%

Russell Investments Group, Ltd.

227

Dec 31, 25

0.00%

Westside Investment Management, Inc.

225

Dec 31, 25

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

201

Dec 31, 25

+201

0.00%

Capital Analysts, LLC

190

Dec 31, 25

-28

0.00%

DELTA ASSET MANAGEMENT LLC/TN

150

Dec 31, 25

0.00%

DV Trading LLC

114

Dec 31, 25

+114

0.00%

Larson Financial Group LLC

105

Dec 31, 25

+105

0.00%

Parallel Advisors, LLC

104

Dec 31, 25

-1.06K

0.00%

Global Retirement Partners, LLC

Dec 31, 25

-2.06K

0.00%

Tower Research Capital LLC (TRC)

Dec 31, 25

+10

0.00%

Transamerica Financial Advisors, Inc.

Dec 31, 25

-31

0.00%

Moors & Cabot, Inc.

Dec 31, 25

-9.68K

Walleye Capital LLC

Dec 31, 25

-14.25K

Alpine Global Management, LLC

Dec 31, 25

-376.60K

Cornerstone Advisors, LLC

Dec 31, 25

-390.41K

Cheviot Value Management, LLC

Dec 31, 25

-353

BOOTHBAY FUND MANAGEMENT, LLC

Dec 31, 25

-379.64K

EXCEL SECURITIES & ASSOCIATES, INC.

Dec 31, 25

-5.88K

Founders Financial Alliance, LLC

Dec 31, 25

-5.41K

Integrated Wealth Concepts LLC

Dec 31, 25

-9.34K

Ameritas Advisory Services, LLC

Dec 31, 25

-3.80K

BALYASNY ASSET MANAGEMENT L.P.

Dec 31, 25

-80.49K

CITIGROUP INC

Dec 31, 25

-2.58K

Cable Car Capital LLC

Dec 31, 25

-100.00K

BlackRock, Inc.

Dec 31, 25

-156

Modern Wealth Management, LLC

Dec 31, 25

-12.49K

TWO SIGMA INVESTMENTS, LP

Dec 31, 25

-121.62K

Clearstead Advisors, LLC

Dec 31, 25

-194

Tyche Wealth Partners LLC

Dec 31, 25

-15.04K

ExodusPoint Capital Management, LP

Dec 31, 25

-83.25K

Newbridge Financial Services Group, Inc.

Dec 31, 25

-11.88K

MATRIX PRIVATE CAPITAL GROUP LLC

93.42K

Sep 30, 25

+22.32K

0.10%

Strategic Wealth Partners, Ltd.

38.11K

Sep 30, 25

+437

0.04%

Lowe Wealth Advisors, LLC

1.78K

Sep 30, 25

0.00%

FSA Wealth Management LLC

450

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

57.85K

Jun 30, 25

+8.83K

0.06%

Capital Market Strategies LLC

18.17K

Jun 30, 25

-3.46K

0.02%

Good Life Advisors, LLC

18.03K

Jun 30, 25

+235

0.02%

AVANTAX ADVISORY SERVICES, INC.

8.81K

Jun 30, 25

-2.36K

0.01%

Summit X, LLC

8.03K

Jun 30, 25

0.01%

Monterey Private Wealth, Inc.

19.23K

Mar 31, 25

+238

0.02%

CAROLINAS WEALTH CONSULTING LLC

982

Mar 31, 25

0.00%

TrinityPoint Wealth, LLC

27.55K

Dec 31, 24

0.03%

Zions Bancorporation, N.A.

6.00K

Dec 31, 24

0.01%

Householder Group Estate & Retirement Specialist, LLC

1.20K

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

618.21K

Sep 30, 24

+2.68K

0.64%

RAYMOND JAMES & ASSOCIATES

253.59K

Sep 30, 24

+2.14K

0.26%

RAYMOND JAMES TRUST N.A.

27.70K

Sep 30, 24

+982

0.03%

9258 Wealth Management, LLC

25.46K

Sep 30, 24

-2.71K

0.03%

All Season Financial Advisors, Inc.

24.39K

Sep 30, 24

+54

0.03%

NORTHWEST INVESTMENT COUNSELORS, LLC

1.00K

Sep 30, 24

+1.00K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.64K

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

107.66K

Mar 31, 24

-3.47K

0.11%

Cetera Advisors LLC

46.60K

Mar 31, 24

+6.26K

0.05%

Retirement Group, LLC

545

Mar 31, 24

0.00%

Scarborough Advisors, LLC

300

Dec 31, 23

+300

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

24.00K

Sep 30, 23

-6.54K

0.02%

PATHSTONE FAMILY OFFICE, LLC

19.91K

Sep 30, 23

-3

0.02%

Endurance Wealth Management, Inc.

255

Jun 30, 23

0.00%

Ahrens Investment Partners LLC

2.38K

Mar 31, 23

+2.38K

0.00%

BOENNING & SCATTERGOOD, INC.

8.56K

Dec 31, 22

-60

0.01%

Sargent Bickham Lagudis LLC

160

Dec 31, 22

0.00%

FourThought Financial, LLC

16.79K

Sep 30, 22

-1.08K

0.02%

American Portfolios Advisors

4.67K

Sep 30, 22

+1.33K

0.00%

Strategic Asset Management, LLC

1.00K

Sep 30, 22

0.00%

Covington Capital Management

490

Sep 30, 22

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

44.97K

Jun 30, 22

-1.24K

0.05%

Loveless Wealth Management LLC

43.34K

Jun 30, 22

0.04%

B. Riley Wealth Management, Inc.

8.02K

Jun 30, 22

+8.02K

0.01%

Lake Point Wealth Management

255

Jun 30, 22

0.00%

NEXT Financial Group, Inc

2.65K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

1.79K

Dec 31, 21

0.00%

LEVEL FOUR FINANCIAL, LLC

16.41K

Sep 30, 21

-250

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

12.73K

Sep 30, 21

+3.74K

0.01%

Sonora Investment Management, LLC

500

Sep 30, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

3.60K

Mar 31, 21

+3.60K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

18.31K

Dec 31, 20

0.02%

Winslow, Evans & Crocker, Inc.

2.42K

Dec 31, 20

+595

0.00%

Jolley Asset Management, LLC

12.07K

Mar 31, 20

0.01%

Squar Milner Financial Services LLC

1.49K

Mar 31, 20

0.00%

Advisor Group, Inc.

160.95K

Dec 31, 19

+55.85K

0.17%

LADENBURG THALMANN FINANCIAL SERVICES INC.

91.14K

Dec 31, 19

-24.67K

0.09%

BB&T SECURITIES, LLC

65.67K

Sep 30, 19

-3.56K

0.07%

SUNTRUST BANKS INC

59.85K

Sep 30, 19

+20.88K

0.06%

NEXT Financial Holdings

1.72K

Mar 31, 19

+1.72K

0.00%

WealthTrust Fairport, LLC

432

Mar 31, 19

+432

0.00%

LOEB PARTNERS CORP

Mar 31, 19

-500

Questar Asset Management, Inc.

35.26K

Dec 31, 18

+35.26K

0.04%

WealthTrust-Arizona, LLC

5.00K

Dec 31, 18

+5.00K

0.01%

Palo Capital, Inc.

Dec 31, 18

-17.57K

Financial Gravity Companies, Inc.

Dec 31, 18

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

35.10K

Sep 30, 18

-2.24K

0.04%

Zions Bancorporation

6.00K

Sep 30, 18

0.01%

STEWART WEST INDIES TRADING CO., LTD

1.91M

Mar 31, 18

1.98%

Concert Wealth Management Inc.

Sep 30, 17

-25.29K

Commonwealth Equity Services, Inc

47.23K

Jun 30, 17

+5.48K

0.05%

WFG Advisors, LP

7.15K

Jun 30, 17

+258

0.01%

LBA Wealth Management, LLC

100

Mar 31, 17

+100

0.00%

MSI Financial Services Inc

10.77K

Dec 31, 16

-16.91K

0.01%

KANALY TRUST CO

666

Dec 31, 16

+666

0.00%

ANCORA FAMILY WEALTH ADVISORS, LLC

30.40K

Sep 30, 16

0.03%

WESTPORT RESOURCES MANAGEMENT INC

311

Sep 30, 16

-1.34K

0.00%

VSR Financial Services, Inc.

53.56K

Jun 30, 16

-8.42K

0.06%

Gupta Wealth Management LLC

Mar 31, 16

-3.53K

Pinnacle Summer Investments, Inc.

Dec 31, 15

-1.01K

First Allied Asset Management, Inc.

415.25K

Mar 31, 15

-10.61K

0.43%

BAIRD ROBERT W & CO INC /WI/

255.34K

Mar 31, 15

+11.12K

0.26%

HABERER REGISTERED INVESTMENT ADVISOR INC

45.32K

Mar 31, 15

-10.64K

0.05%

STERNE AGEE GROUP, INC.

19.60K

Mar 31, 15

0.02%

Zions Trust, National Association

6.00K

Dec 31, 14

0.01%

NEW ENGLAND SECURITIES CORP /MA/

4.52K

Dec 31, 14

-564

0.00%

UBS AG

1.49M

Sep 30, 14

+35.23K

1.54%

BlueCrest Capital Management LLP

Sep 30, 14

-10.34K

KMS FINANCIAL SERVICES, INC

9.01K

Jun 30, 14

-16.06K

0.01%

STIFEL NICOLAUS & CO INC \MO\

32.62K

Sep 30, 13

-500

0.03%

Signator Financial Services, Inc.

327

Sep 30, 13

0.00%

KNIGHT CAPITAL GROUP LLC

19.20K

Jun 30, 13

+19.20K

0.02%

First Allied Securities, Inc.

16.92K

Jun 30, 12

-515

0.02%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

364.49K

Jun 30, 10

+42.07K

0.38%