Invesco Senior Income Trust(VVR)

$2.96▼-0.03 (-1.00%)

Chart

Invesco Senior Income Trust(VVR)

NYSE

$2.96▼-0.03 (-1.00%)

Chart Studio

VVR(VVR)

VVR

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

Institutional Ownership

Top 212 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	10.73M	Mar 31, 26	+1.06M	6.97%
Bramshill Investments, LLC	6.72M	Mar 31, 26	+2.28M	4.37%
Penserra Capital Management LLC	4.20M	Mar 31, 26	-337.71K	2.73%
Solutions 4 Wealth, Ltd	2.82M	Mar 31, 26	-244.51K	1.83%
LPL Financial LLC	2.74M	Mar 31, 26	-62.40K	1.78%
Invesco Ltd.	2.07M	Mar 31, 26	-48.44K	1.34%
EP Wealth Advisors, LLC	1.91M	Mar 31, 26	+1.91M	1.24%
UBS Group AG	1.74M	Mar 31, 26	-399.27K	1.13%
ABSOLUTE INVESTMENT ADVISERS, LLC	1.48M	Mar 31, 26	+418.44K	0.96%
Advisors Asset Management, Inc.	1.35M	Mar 31, 26	+55.55K	0.87%
WELLS FARGO & COMPANY/MN	1.24M	Mar 31, 26	-1.12M	0.80%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.10M	Mar 31, 26	-10.09K	0.71%
BALYASNY ASSET MANAGEMENT L.P.	1.08M	Mar 31, 26	+114.34K	0.70%
LOOMIS SAYLES & CO L P	1.02M	Mar 31, 26	+1.02M	0.66%
ADVISORS MANAGEMENT GROUP INC /ADV	991.73K	Mar 31, 26	-11.57K	0.64%
RAYMOND JAMES FINANCIAL INC	940.37K	Mar 31, 26	+223.85K	0.61%
COHEN & STEERS, INC.	921.43K	Mar 31, 26	+110.00K	0.60%
Quarry LP	655.83K	Mar 31, 26	+253.44K	0.43%
ENVESTNET ASSET MANAGEMENT INC	654.40K	Mar 31, 26	+59.77K	0.43%
PRINCIPAL SECURITIES, INC.	637.40K	Mar 31, 26	+43.04K	0.41%
Matisse Capital	600.00K	Mar 31, 26	+110.92K	0.39%
Byrne Asset Management LLC	534.64K	Mar 31, 26	+237.86K	0.35%
ICON ADVISERS INC/CO	518.89K	Mar 31, 26	+518.89K	0.34%
Ionic Capital Management LLC	391.95K	Mar 31, 26	-216.05K	0.25%
1607 Capital Partners, LLC	379.46K	Mar 31, 26	--	0.25%
WOLVERINE ASSET MANAGEMENT LLC	372.07K	Mar 31, 26	-52.26K	0.24%
SIT INVESTMENT ASSOCIATES INC	309.24K	Mar 31, 26	--	0.20%
ROYAL BANK OF CANADA	285.59K	Mar 31, 26	+44.77K	0.19%
AMERIPRISE FINANCIAL INC	283.86K	Mar 31, 26	+59.17K	0.18%
ADVISOR GROUP HOLDINGS, INC.	282.80K	Mar 31, 26	+50.24K	0.18%
SAX WEALTH ADVISORS, LLC	281.27K	Mar 31, 26	--	0.18%
Creative Planning	264.16K	Mar 31, 26	-6.75K	0.17%
Cetera Investment Advisers	261.85K	Mar 31, 26	-66.37K	0.17%
Verity Asset Management, Inc.	236.12K	Mar 31, 26	+236.12K	0.15%
Private Advisor Group, LLC	226.64K	Mar 31, 26	+140.11K	0.15%
GUGGENHEIM CAPITAL LLC	217.61K	Mar 31, 26	+65.47K	0.14%
Virtus Investment Advisers, Inc.	203.17K	Mar 31, 26	-49.41K	0.13%
Ausdal Financial Partners, Inc.	200.24K	Mar 31, 26	-69.72K	0.13%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	191.25K	Mar 31, 26	-857.47K	0.12%
Gridiron Partners, LLC	190.28K	Mar 31, 26	+153.15K	0.12%
CARDIFF PARK ADVISORS, LLC	175.00K	Mar 31, 26	--	0.11%
Illumine Investment Management, LLC	169.40K	Mar 31, 26	+52.47K	0.11%
KESTRA PRIVATE WEALTH SERVICES, LLC	160.88K	Mar 31, 26	+203	0.10%
Camelot Portfolios, LLC	160.16K	Mar 31, 26	+32.20K	0.10%
Future Financial Wealth Managment LLC	154.50K	Mar 31, 26	-7.02K	0.10%
Logan Stone Capital, LLC	152.21K	Mar 31, 26	-599.25K	0.10%
Modera Wealth Management, LLC	139.36K	Mar 31, 26	--	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	137.29K	Mar 31, 26	+4.95K	0.09%
Equitable Holdings, Inc.	132.84K	Mar 31, 26	+75.03K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	132.70K	Mar 31, 26	-6.58K	0.09%
Janney Montgomery Scott LLC	129.62K	Mar 31, 26	-10.66K	0.08%
MELFA WEALTH MANAGEMENT, LLC	118.68K	Mar 31, 26	--	0.08%
STIFEL FINANCIAL CORP	104.43K	Mar 31, 26	-26.52K	0.07%
Concurrent Investment Advisors, LLC	103.63K	Mar 31, 26	+11.70K	0.07%
Apollon Wealth Management, LLC	102.97K	Mar 31, 26	+1.37K	0.07%
GeoWealth Management, LLC	102.77K	Mar 31, 26	+33.09K	0.07%
ROBINSON CAPITAL MANAGEMENT, LLC	97.03K	Mar 31, 26	-51.00K	0.06%
Cambridge Investment Research Advisors, Inc.	89.29K	Mar 31, 26	+6.78K	0.06%
Baird Financial Group, Inc.	88.10K	Mar 31, 26	+5.20K	0.06%
JANE STREET GROUP, LLC	87.97K	Mar 31, 26	-353.20K	0.06%
Everstar Asset Management, LLC	82.86K	Mar 31, 26	--	0.05%
NOMURA HOLDINGS INC	75.00K	Mar 31, 26	+44.13K	0.05%
Prospera Financial Services Inc	69.37K	Mar 31, 26	-4.00K	0.05%
SeaCrest Wealth Management, LLC	66.33K	Mar 31, 26	-1.52K	0.04%
Clear Creek Financial Management, LLC	59.17K	Mar 31, 26	--	0.04%
ADAPT WEALTH ADVISORS, LLC	57.83K	Mar 31, 26	-3.83K	0.04%
Valeo Financial Advisors, LLC	55.08K	Mar 31, 26	+4.43K	0.04%
TD Waterhouse Canada Inc.	53.00K	Mar 31, 26	-10.00K	0.03%
Capital Investment Advisors, LLC	52.60K	Mar 31, 26	-18.90K	0.03%
Fortitude Advisory Group L.L.C.	48.88K	Mar 31, 26	--	0.03%
Alteri Wealth LLC	47.88K	Mar 31, 26	--	0.03%
Bank OZK	46.38K	Mar 31, 26	--	0.03%
Colony Group, LLC	42.12K	Mar 31, 26	+1.21K	0.03%
Rockefeller Capital Management L.P.	37.48K	Mar 31, 26	+2.79K	0.02%
Founders Financial Alliance, LLC	34.07K	Mar 31, 26	+1.99K	0.02%
FIFTH THIRD BANCORP	33.69K	Mar 31, 26	+33.69K	0.02%
OPPENHEIMER & CO INC	32.98K	Mar 31, 26	+15.11K	0.02%
Post Resch Tallon Group Inc.	31.32K	Mar 31, 26	-4.73K	0.02%
XTX Topco Ltd	30.22K	Mar 31, 26	-86.21K	0.02%
PRIVATE MANAGEMENT GROUP INC	28.56K	Mar 31, 26	--	0.02%
SHUFRO ROSE & CO LLC	28.00K	Mar 31, 26	-10.00K	0.02%
Allworth Financial LP	26.60K	Mar 31, 26	+7.70K	0.02%
TRUIST FINANCIAL CORP	26.52K	Mar 31, 26	--	0.02%
WealthTrust Axiom LLC	24.92K	Mar 31, 26	+27	0.02%
CAPTRUST FINANCIAL ADVISORS	24.78K	Mar 31, 26	--	0.02%
HighTower Advisors, LLC	24.63K	Mar 31, 26	-34.65K	0.02%
Sequoia Financial Advisors, LLC	24.46K	Mar 31, 26	--	0.02%
NORTHERN TRUST CORP	23.49K	Mar 31, 26	+23.49K	0.02%
PRINCIPAL FINANCIAL GROUP INC	22.50K	Mar 31, 26	--	0.01%
JOURNEY STRATEGIC WEALTH LLC	21.15K	Mar 31, 26	+7.90K	0.01%
Virtu Financial LLC	19.55K	Mar 31, 26	-99.16K	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	19.43K	Mar 31, 26	+19.43K	0.01%
One Capital Management, LLC	19.11K	Mar 31, 26	--	0.01%
TWO SIGMA SECURITIES, LLC	19.10K	Mar 31, 26	+448	0.01%
AE Wealth Management LLC	17.75K	Mar 31, 26	+2.27K	0.01%
STEPHENS INC /AR/	17.07K	Mar 31, 26	--	0.01%
Oak Harvest Investment Services	17.00K	Mar 31, 26	--	0.01%
Brookstone Capital Management	16.44K	Mar 31, 26	-42	0.01%
Huntleigh Advisors, Inc.	15.94K	Mar 31, 26	+381	0.01%
MILLENNIUM MANAGEMENT LLC	14.03K	Mar 31, 26	+14.03K	0.01%
CITADEL ADVISORS LLC	12.96K	Mar 31, 26	-18.98K	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	12.64K	Mar 31, 26	+167	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	11.35K	Mar 31, 26	+152	0.01%
WEDBUSH SECURITIES INC	10.89K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	10.87K	Mar 31, 26	-1	0.01%
Pensionmark Financial Group, LLC	10.33K	Mar 31, 26	--	0.01%
Geneos Wealth Management Inc.	10.11K	Mar 31, 26	--	0.01%
NWF Advisory Services Inc.	10.00K	Mar 31, 26	--	0.01%
BNP PARIBAS ARBITRAGE, SNC	8.11K	Mar 31, 26	--	0.01%
CONSULTIVA WEALTH MANAGEMENT, CORP.	6.34K	Mar 31, 26	--	0.00%
MAI Capital Management	5.98K	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.25K	Mar 31, 26	+197	0.00%
PRIVATE TRUST CO NA	4.00K	Mar 31, 26	-5.00K	0.00%
WHITTIER TRUST CO	3.33K	Mar 31, 26	--	0.00%
Beaird Harris Wealth Management, LLC	3.20K	Mar 31, 26	--	0.00%
CWM, LLC	1.37K	Mar 31, 26	+151	0.00%
Private Wealth Management Group, LLC	1.20K	Mar 31, 26	+1.20K	0.00%
HIGHLINE WEALTH PARTNERS LLC	1.00K	Mar 31, 26	--	0.00%
New England Capital Financial Advisors LLC	939	Mar 31, 26	--	0.00%
Private Wealth Asset Management, LLC	900	Mar 31, 26	--	0.00%
US BANCORP \DE\	800	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	800	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	598	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	578	Mar 31, 26	-49.47K	0.00%
Strategic Investment Solutions, Inc. /IL	477	Mar 31, 26	+16	0.00%
Strategic Advocates LLC	439	Mar 31, 26	-112.63K	0.00%
Key FInancial Inc	300	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	287	Mar 31, 26	+287	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	94	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	7	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-479.08K	--
CULLEN/FROST BANKERS, INC.	--	Mar 31, 26	-82.28K	--
RIVERNORTH CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-454.14K	--
Almitas Capital LLC	--	Mar 31, 26	-43.31K	--
NINE MASTS CAPITAL Ltd	--	Mar 31, 26	-122.01K	--
WPG Advisers, LLC	--	Mar 31, 26	-756	--
Marex Group plc	--	Mar 31, 26	-84.39K	--
Pinnacle Wealth Planning Services, Inc.	--	Mar 31, 26	-1.96K	--
StoneX Group Inc.	--	Mar 31, 26	-19.66K	--
BOK Financial Private Wealth, Inc.	--	Mar 31, 26	-240	--
Shaker Financial Services, LLC	--	Mar 31, 26	-97.09K	--
Catalytic Wealth RIA, LLC	--	Mar 31, 26	-69.68K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-2.77K	--
Waverly Advisors, LLC	--	Mar 31, 26	-26.56K	--
CHOREO, LLC	--	Mar 31, 26	-11.26K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-7.55K	--
BANK OF AMERICA CORP /DE/	3.42M	Dec 31, 25	-516.22K	2.22%
COMERICA BANK	33.16K	Dec 31, 25	+2.83K	0.02%
NewEdge Advisors, LLC	15.15K	Dec 31, 25	-116.80K	0.01%
Global Retirement Partners, LLC	4.95K	Dec 31, 25	+4.95K	0.00%
Moloney Securities Asset Management, LLC	--	Sep 30, 25	-349.24K	--
AVANTAX ADVISORY SERVICES, INC.	26.29K	Jun 30, 25	+8.00K	0.02%
Congress Wealth Management LLC / DE /	15.40K	Jun 30, 25	--	0.01%
Tallon Kerry Patrick	29.66K	Dec 31, 24	+29.66K	0.02%
Fernwood Investment Management, LLC	15.40K	Dec 31, 24	--	0.01%
Edmonds Duncan Registered Investment Advisors, LLC	677.64K	Sep 30, 24	+57.79K	0.44%
RAYMOND JAMES & ASSOCIATES	214.32K	Sep 30, 24	-28.84K	0.14%
RAYMOND JAMES TRUST N.A.	19.33K	Sep 30, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	16.09K	Sep 30, 24	-221	0.01%
FinTrust Capital Advisors, LLC	1.92K	Sep 30, 24	--	0.00%
Cetera Advisor Networks LLC	66.21K	Mar 31, 24	+6.07K	0.04%
InterOcean Capital Group, LLC	39.00K	Mar 31, 24	--	0.03%
Cetera Advisors LLC	19.10K	Mar 31, 24	+398	0.01%
Charles Schwab Investment Advisory, Inc.	18.05K	Mar 31, 24	--	0.01%
Baystate Wealth Management LLC	1.02K	Dec 31, 23	+1.02K	0.00%
Kistler-Tiffany Companies, LLC	97.46K	Jun 30, 23	+97.46K	0.06%
Lumature Wealth Partners, LLC	52.00K	Jun 30, 23	--	0.03%
Ahrens Investment Partners LLC	72.55K	Mar 31, 23	-10.01K	0.05%
Ford Financial Group, LLC	--	Mar 31, 23	-42.05K	--
Claraphi Advisory Network, LLC	63.00K	Dec 31, 22	+47.50K	0.04%
Momentum Advisors, LLC	12.56K	Dec 31, 22	-24.12K	0.01%
Foresight Wealth Management, LLC	--	Dec 31, 22	-25.21K	--
Axiom Investment Management LLC	--	Dec 31, 22	-2	--
EATON VANCE MANAGEMENT	942.10K	Sep 30, 22	-941.79K	0.61%
Lloyd Park, LLC	39.67K	Sep 30, 22	+4.45K	0.03%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2.75M	Mar 31, 22	-231.99K	1.79%
Lenox Wealth Advisors, LLC	--	Mar 31, 22	-5.00K	--
6 Meridian	42.31K	Dec 31, 21	-201.92K	0.03%
NEXT Financial Group, Inc	11.41K	Dec 31, 21	+5.98K	0.01%
Carroll Financial Associates, Inc.	875	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	--	Sep 30, 21	-11.70K	--
First Allied Advisory Services, Inc.	25.65K	Sep 30, 20	+209	0.02%
Advisor Group, Inc.	42.01K	Dec 31, 19	-3.13K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	39.15K	Dec 31, 19	-349.06K	0.03%
Torch Wealth Management LLC	--	Dec 31, 19	-11.00K	--
BB&T SECURITIES, LLC	--	Sep 30, 19	-20.00K	--
RESTRUCTURING CAPITAL ASSOCIATES LP	2.89M	Mar 31, 19	-3.04M	1.88%
NEXT Financial Holdings	3.45K	Mar 31, 19	+3.45K	0.00%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	1.24M	Dec 31, 18	+252.60K	0.81%
Horizon Kinetics LLC	24.63K	Dec 31, 18	-908	0.02%
COMERICA SECURITIES INC	--	Dec 31, 18	-650.78K	--
Yellowstone Partners, LLC	40.07K	Dec 31, 17	+588	0.03%
Virtu KCG Holdings LLC	146.34K	Jun 30, 17	+146.34K	0.10%
Commonwealth Equity Services, Inc	23.44K	Jun 30, 17	+3.15K	0.02%
BLACKROCK ADVISORS LLC	503.05K	Dec 31, 16	-5.36K	0.33%
MSI Financial Services Inc	21.36K	Dec 31, 16	+11.22K	0.01%
BlackRock Investment Management, LLC	14	Dec 31, 16	--	0.00%
NEWGATE CAPITAL MANAGEMENT LLC	1.95M	Jun 30, 16	+775.35K	1.27%
Investors Capital Advisory Services	16.99K	Jun 30, 16	--	0.01%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-6	--
TradeLink Global Equity LLC	20.90K	Dec 31, 14	+20.90K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	4.91K	Dec 31, 14	-949	0.00%
UBS AG	622.85K	Sep 30, 14	+9.41K	0.40%
1919 Investment Counsel, LLC	--	Sep 30, 14	-1.50K	--
Hatteras Alternative Mutual Funds, LLC	375.56K	Jun 30, 14	+375.56K	0.24%
Compass Efficient Model Portfolios, LLC	3.50K	Dec 31, 13	--	0.00%
Jane Street Holding, LLC	--	Dec 31, 13	-16.82K	--
STIFEL NICOLAUS & CO INC \MO\	207.48K	Sep 30, 13	+349	0.13%
First Allied Securities, Inc.	105.48K	Jun 30, 12	-1.43K	0.07%
Eos Partners, L.P.	192.34K	Dec 31, 11	+192.34K	0.12%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	183.94K	Jun 30, 10	+183.94K	0.12%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

MORGAN STANLEY

10.73M

Mar 31, 26

+1.06M

6.97%

Bramshill Investments, LLC

6.72M

Mar 31, 26

+2.28M

4.37%

Penserra Capital Management LLC

4.20M

Mar 31, 26

-337.71K

2.73%

Solutions 4 Wealth, Ltd

2.82M

Mar 31, 26

-244.51K

1.83%

LPL Financial LLC

2.74M

Mar 31, 26

-62.40K

1.78%

Invesco Ltd.

2.07M

Mar 31, 26

-48.44K

1.34%

EP Wealth Advisors, LLC

1.91M

Mar 31, 26

+1.91M

1.24%

UBS Group AG

1.74M

Mar 31, 26

-399.27K

1.13%

ABSOLUTE INVESTMENT ADVISERS, LLC

1.48M

Mar 31, 26

+418.44K

0.96%

Advisors Asset Management, Inc.

1.35M

Mar 31, 26

+55.55K

0.87%

WELLS FARGO & COMPANY/MN

1.24M

Mar 31, 26

-1.12M

0.80%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

1.10M

Mar 31, 26

-10.09K

0.71%

BALYASNY ASSET MANAGEMENT L.P.

1.08M

Mar 31, 26

+114.34K

0.70%

LOOMIS SAYLES & CO L P

1.02M

Mar 31, 26

+1.02M

0.66%

ADVISORS MANAGEMENT GROUP INC /ADV

991.73K

Mar 31, 26

-11.57K

0.64%

RAYMOND JAMES FINANCIAL INC

940.37K

Mar 31, 26

+223.85K

0.61%

COHEN & STEERS, INC.

921.43K

Mar 31, 26

+110.00K

0.60%

Quarry LP

655.83K

Mar 31, 26

+253.44K

0.43%

ENVESTNET ASSET MANAGEMENT INC

654.40K

Mar 31, 26

+59.77K

0.43%

PRINCIPAL SECURITIES, INC.

637.40K

Mar 31, 26

+43.04K

0.41%

Matisse Capital

600.00K

Mar 31, 26

+110.92K

0.39%

Byrne Asset Management LLC

534.64K

Mar 31, 26

+237.86K

0.35%

ICON ADVISERS INC/CO

518.89K

Mar 31, 26

+518.89K

0.34%

Ionic Capital Management LLC

391.95K

Mar 31, 26

-216.05K

0.25%

1607 Capital Partners, LLC

379.46K

Mar 31, 26

0.25%

WOLVERINE ASSET MANAGEMENT LLC

372.07K

Mar 31, 26

-52.26K

0.24%

SIT INVESTMENT ASSOCIATES INC

309.24K

Mar 31, 26

0.20%

ROYAL BANK OF CANADA

285.59K

Mar 31, 26

+44.77K

0.19%

AMERIPRISE FINANCIAL INC

283.86K

Mar 31, 26

+59.17K

0.18%

ADVISOR GROUP HOLDINGS, INC.

282.80K

Mar 31, 26

+50.24K

0.18%

SAX WEALTH ADVISORS, LLC

281.27K

Mar 31, 26

0.18%

Creative Planning

264.16K

Mar 31, 26

-6.75K

0.17%

Cetera Investment Advisers

261.85K

Mar 31, 26

-66.37K

0.17%

Verity Asset Management, Inc.

236.12K

Mar 31, 26

+236.12K

0.15%

Private Advisor Group, LLC

226.64K

Mar 31, 26

+140.11K

0.15%

GUGGENHEIM CAPITAL LLC

217.61K

Mar 31, 26

+65.47K

0.14%

Virtus Investment Advisers, Inc.

203.17K

Mar 31, 26

-49.41K

0.13%

Ausdal Financial Partners, Inc.

200.24K

Mar 31, 26

-69.72K

0.13%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

191.25K

Mar 31, 26

-857.47K

0.12%

Gridiron Partners, LLC

190.28K

Mar 31, 26

+153.15K

0.12%

CARDIFF PARK ADVISORS, LLC

175.00K

Mar 31, 26

0.11%

Illumine Investment Management, LLC

169.40K

Mar 31, 26

+52.47K

0.11%

KESTRA PRIVATE WEALTH SERVICES, LLC

160.88K

Mar 31, 26

+203

0.10%

Camelot Portfolios, LLC

160.16K

Mar 31, 26

+32.20K

0.10%

Future Financial Wealth Managment LLC

154.50K

Mar 31, 26

-7.02K

0.10%

Logan Stone Capital, LLC

152.21K

Mar 31, 26

-599.25K

0.10%

Modera Wealth Management, LLC

139.36K

Mar 31, 26

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

137.29K

Mar 31, 26

+4.95K

0.09%

Equitable Holdings, Inc.

132.84K

Mar 31, 26

+75.03K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

132.70K

Mar 31, 26

-6.58K

0.09%

Janney Montgomery Scott LLC

129.62K

Mar 31, 26

-10.66K

0.08%

MELFA WEALTH MANAGEMENT, LLC

118.68K

Mar 31, 26

0.08%

STIFEL FINANCIAL CORP

104.43K

Mar 31, 26

-26.52K

0.07%

Concurrent Investment Advisors, LLC

103.63K

Mar 31, 26

+11.70K

0.07%

Apollon Wealth Management, LLC

102.97K

Mar 31, 26

+1.37K

0.07%

GeoWealth Management, LLC

102.77K

Mar 31, 26

+33.09K

0.07%

ROBINSON CAPITAL MANAGEMENT, LLC

97.03K

Mar 31, 26

-51.00K

0.06%

Cambridge Investment Research Advisors, Inc.

89.29K

Mar 31, 26

+6.78K

0.06%

Baird Financial Group, Inc.

88.10K

Mar 31, 26

+5.20K

0.06%

JANE STREET GROUP, LLC

87.97K

Mar 31, 26

-353.20K

0.06%

Everstar Asset Management, LLC

82.86K

Mar 31, 26

0.05%

NOMURA HOLDINGS INC

75.00K

Mar 31, 26

+44.13K

0.05%

Prospera Financial Services Inc

69.37K

Mar 31, 26

-4.00K

0.05%

SeaCrest Wealth Management, LLC

66.33K

Mar 31, 26

-1.52K

0.04%

Clear Creek Financial Management, LLC

59.17K

Mar 31, 26

0.04%

ADAPT WEALTH ADVISORS, LLC

57.83K

Mar 31, 26

-3.83K

0.04%

Valeo Financial Advisors, LLC

55.08K

Mar 31, 26

+4.43K

0.04%

TD Waterhouse Canada Inc.

53.00K

Mar 31, 26

-10.00K

0.03%

Capital Investment Advisors, LLC

52.60K

Mar 31, 26

-18.90K

0.03%

Fortitude Advisory Group L.L.C.

48.88K

Mar 31, 26

0.03%

Alteri Wealth LLC

47.88K

Mar 31, 26

0.03%

Bank OZK

46.38K

Mar 31, 26

0.03%

Colony Group, LLC

42.12K

Mar 31, 26

+1.21K

0.03%

Rockefeller Capital Management L.P.

37.48K

Mar 31, 26

+2.79K

0.02%

Founders Financial Alliance, LLC

34.07K

Mar 31, 26

+1.99K

0.02%

FIFTH THIRD BANCORP

33.69K

Mar 31, 26

+33.69K

0.02%

OPPENHEIMER & CO INC

32.98K

Mar 31, 26

+15.11K

0.02%

Post Resch Tallon Group Inc.

31.32K

Mar 31, 26

-4.73K

0.02%

XTX Topco Ltd

30.22K

Mar 31, 26

-86.21K

0.02%

PRIVATE MANAGEMENT GROUP INC

28.56K

Mar 31, 26

0.02%

SHUFRO ROSE & CO LLC

28.00K

Mar 31, 26

-10.00K

0.02%

Allworth Financial LP

26.60K

Mar 31, 26

+7.70K

0.02%

TRUIST FINANCIAL CORP

26.52K

Mar 31, 26

0.02%

WealthTrust Axiom LLC

24.92K

Mar 31, 26

+27

0.02%

CAPTRUST FINANCIAL ADVISORS

24.78K

Mar 31, 26

0.02%

HighTower Advisors, LLC

24.63K

Mar 31, 26

-34.65K

0.02%

Sequoia Financial Advisors, LLC

24.46K

Mar 31, 26

0.02%

NORTHERN TRUST CORP

23.49K

Mar 31, 26

+23.49K

0.02%

PRINCIPAL FINANCIAL GROUP INC

22.50K

Mar 31, 26

0.01%

JOURNEY STRATEGIC WEALTH LLC

21.15K

Mar 31, 26

+7.90K

0.01%

Virtu Financial LLC

19.55K

Mar 31, 26

-99.16K

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

19.43K

Mar 31, 26

+19.43K

0.01%

One Capital Management, LLC

19.11K

Mar 31, 26

0.01%

TWO SIGMA SECURITIES, LLC

19.10K

Mar 31, 26

+448

0.01%

AE Wealth Management LLC

17.75K

Mar 31, 26

+2.27K

0.01%

STEPHENS INC /AR/

17.07K

Mar 31, 26

0.01%

Oak Harvest Investment Services

17.00K

Mar 31, 26

0.01%

Brookstone Capital Management

16.44K

Mar 31, 26

-42

0.01%

Huntleigh Advisors, Inc.

15.94K

Mar 31, 26

+381

0.01%

MILLENNIUM MANAGEMENT LLC

14.03K

Mar 31, 26

+14.03K

0.01%

CITADEL ADVISORS LLC

12.96K

Mar 31, 26

-18.98K

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

12.64K

Mar 31, 26

+167

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

11.35K

Mar 31, 26

+152

0.01%

WEDBUSH SECURITIES INC

10.89K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

10.87K

Mar 31, 26

-1

0.01%

Pensionmark Financial Group, LLC

10.33K

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

10.11K

Mar 31, 26

0.01%

NWF Advisory Services Inc.

10.00K

Mar 31, 26

0.01%

BNP PARIBAS ARBITRAGE, SNC

8.11K

Mar 31, 26

0.01%

CONSULTIVA WEALTH MANAGEMENT, CORP.

6.34K

Mar 31, 26

0.00%

MAI Capital Management

5.98K

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.25K

Mar 31, 26

+197

0.00%

PRIVATE TRUST CO NA

4.00K

Mar 31, 26

-5.00K

0.00%

WHITTIER TRUST CO

3.33K

Mar 31, 26

0.00%

Beaird Harris Wealth Management, LLC

3.20K

Mar 31, 26

0.00%

CWM, LLC

1.37K

Mar 31, 26

+151

0.00%

Private Wealth Management Group, LLC

1.20K

Mar 31, 26

+1.20K

0.00%

HIGHLINE WEALTH PARTNERS LLC

1.00K

Mar 31, 26

0.00%

New England Capital Financial Advisors LLC

939

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

900

Mar 31, 26

0.00%

US BANCORP \DE\

800

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

800

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

598

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

578

Mar 31, 26

-49.47K

0.00%

Strategic Investment Solutions, Inc. /IL

477

Mar 31, 26

+16

0.00%

Strategic Advocates LLC

439

Mar 31, 26

-112.63K

0.00%

Key FInancial Inc

300

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

287

Mar 31, 26

+287

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

J.W. COLE ADVISORS, INC.

Mar 31, 26

-479.08K

CULLEN/FROST BANKERS, INC.

Mar 31, 26

-82.28K

RIVERNORTH CAPITAL MANAGEMENT, LLC

Mar 31, 26

-454.14K

Almitas Capital LLC

Mar 31, 26

-43.31K

NINE MASTS CAPITAL Ltd

Mar 31, 26

-122.01K

WPG Advisers, LLC

Mar 31, 26

-756

Marex Group plc

Mar 31, 26

-84.39K

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

-1.96K

StoneX Group Inc.

Mar 31, 26

-19.66K

BOK Financial Private Wealth, Inc.

Mar 31, 26

-240

Shaker Financial Services, LLC

Mar 31, 26

-97.09K

Catalytic Wealth RIA, LLC

Mar 31, 26

-69.68K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-2.77K

Waverly Advisors, LLC

Mar 31, 26

-26.56K

CHOREO, LLC

Mar 31, 26

-11.26K

Kestra Advisory Services, LLC

Mar 31, 26

-7.55K

BANK OF AMERICA CORP /DE/

3.42M

Dec 31, 25

-516.22K

2.22%

COMERICA BANK

33.16K

Dec 31, 25

+2.83K

0.02%

NewEdge Advisors, LLC

15.15K

Dec 31, 25

-116.80K

0.01%

Global Retirement Partners, LLC

4.95K

Dec 31, 25

+4.95K

0.00%

Moloney Securities Asset Management, LLC

Sep 30, 25

-349.24K

AVANTAX ADVISORY SERVICES, INC.

26.29K

Jun 30, 25

+8.00K

0.02%

Congress Wealth Management LLC / DE /

15.40K

Jun 30, 25

0.01%

Tallon Kerry Patrick

29.66K

Dec 31, 24

+29.66K

0.02%

Fernwood Investment Management, LLC

15.40K

Dec 31, 24

0.01%

Edmonds Duncan Registered Investment Advisors, LLC

677.64K

Sep 30, 24

+57.79K

0.44%

RAYMOND JAMES & ASSOCIATES

214.32K

Sep 30, 24

-28.84K

0.14%

RAYMOND JAMES TRUST N.A.

19.33K

Sep 30, 24

0.01%

Raymond James Financial Services Advisors, Inc.

16.09K

Sep 30, 24

-221

0.01%

FinTrust Capital Advisors, LLC

1.92K

Sep 30, 24

0.00%

Cetera Advisor Networks LLC

66.21K

Mar 31, 24

+6.07K

0.04%

InterOcean Capital Group, LLC

39.00K

Mar 31, 24

0.03%

Cetera Advisors LLC

19.10K

Mar 31, 24

+398

0.01%

Charles Schwab Investment Advisory, Inc.

18.05K

Mar 31, 24

0.01%

Baystate Wealth Management LLC

1.02K

Dec 31, 23

+1.02K

0.00%

Kistler-Tiffany Companies, LLC

97.46K

Jun 30, 23

+97.46K

0.06%

Lumature Wealth Partners, LLC

52.00K

Jun 30, 23

0.03%

Ahrens Investment Partners LLC

72.55K

Mar 31, 23

-10.01K

0.05%

Ford Financial Group, LLC

Mar 31, 23

-42.05K

Claraphi Advisory Network, LLC

63.00K

Dec 31, 22

+47.50K

0.04%

Momentum Advisors, LLC

12.56K

Dec 31, 22

-24.12K

0.01%

Foresight Wealth Management, LLC

Dec 31, 22

-25.21K

Axiom Investment Management LLC

Dec 31, 22

-2

EATON VANCE MANAGEMENT

942.10K

Sep 30, 22

-941.79K

0.61%

Lloyd Park, LLC

39.67K

Sep 30, 22

+4.45K

0.03%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.75M

Mar 31, 22

-231.99K

1.79%

Lenox Wealth Advisors, LLC

Mar 31, 22

-5.00K

6 Meridian

42.31K

Dec 31, 21

-201.92K

0.03%

NEXT Financial Group, Inc

11.41K

Dec 31, 21

+5.98K

0.01%

Carroll Financial Associates, Inc.

875

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

Sep 30, 21

-11.70K

First Allied Advisory Services, Inc.

25.65K

Sep 30, 20

+209

0.02%

Advisor Group, Inc.

42.01K

Dec 31, 19

-3.13K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

39.15K

Dec 31, 19

-349.06K

0.03%

Torch Wealth Management LLC

Dec 31, 19

-11.00K

BB&T SECURITIES, LLC

Sep 30, 19

-20.00K

RESTRUCTURING CAPITAL ASSOCIATES LP

2.89M

Mar 31, 19

-3.04M

1.88%

NEXT Financial Holdings

3.45K

Mar 31, 19

+3.45K

0.00%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

1.24M

Dec 31, 18

+252.60K

0.81%

Horizon Kinetics LLC

24.63K

Dec 31, 18

-908

0.02%

COMERICA SECURITIES INC

Dec 31, 18

-650.78K

Yellowstone Partners, LLC

40.07K

Dec 31, 17

+588

0.03%

Virtu KCG Holdings LLC

146.34K

Jun 30, 17

+146.34K

0.10%

Commonwealth Equity Services, Inc

23.44K

Jun 30, 17

+3.15K

0.02%

BLACKROCK ADVISORS LLC

503.05K

Dec 31, 16

-5.36K

0.33%

MSI Financial Services Inc

21.36K

Dec 31, 16

+11.22K

0.01%

BlackRock Investment Management, LLC

Dec 31, 16

0.00%

NEWGATE CAPITAL MANAGEMENT LLC

1.95M

Jun 30, 16

+775.35K

1.27%

Investors Capital Advisory Services

16.99K

Jun 30, 16

0.01%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-6

TradeLink Global Equity LLC

20.90K

Dec 31, 14

+20.90K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

4.91K

Dec 31, 14

-949

0.00%

UBS AG

622.85K

Sep 30, 14

+9.41K

0.40%

1919 Investment Counsel, LLC

Sep 30, 14

-1.50K

Hatteras Alternative Mutual Funds, LLC

375.56K

Jun 30, 14

+375.56K

0.24%

Compass Efficient Model Portfolios, LLC

3.50K

Dec 31, 13

0.00%

Jane Street Holding, LLC

Dec 31, 13

-16.82K

STIFEL NICOLAUS & CO INC \MO\

207.48K

Sep 30, 13

+349

0.13%

First Allied Securities, Inc.

105.48K

Jun 30, 12

-1.43K

0.07%

Eos Partners, L.P.

192.34K

Dec 31, 11

+192.34K

0.12%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

183.94K

Jun 30, 10

+183.94K

0.12%