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About 30.83% of BSTZ shares are held by financial institutions. SABA CAPITAL MANAGEMENT, L.P. is the top corporate investor, holding 5.7M shares valued at $171.08M. A 8.29% stake in BlackRock Science and Technology Trust II is owned by the company. RFG ADVISORY, LLC owns 97.79K shares valued at $2.94M, which translates its holding of 0.14% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | SABA CAPITAL MANAGEMENT, L.P. | 8.29% | 5.7M | 171.08M | 165.28K | +2.99% |
| Jun 30, 2026 | RFG ADVISORY, LLC | 0.14% | 97.79K | 2.94M | 1.49K | +1.55% |
| Jun 30, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.35% | 243.77K | 7.32M | 89.23K | +57.74% |
| Jun 30, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.41% | 283.24K | 8.51M | 62.08K | +28.07% |
| Jun 30, 2026 | WNY ASSET MANAGEMENT, LLC | 0.06% | 38.5K | 1.16M | 114 | +0.30% |
| Jun 30, 2026 | NOBLE WEALTH MANAGEMENT PBC | 0.07% | 48.03K | 1.44M | 46.63K | +3,330.36% |
| Jun 30, 2026 | ATLAS WEALTH LLC | 0.07% | 50.99K | 1.53M | 50.99K | +100.00% |
| Jun 30, 2026 | PMG FAMILY OFFICE LLC | 0.08% | 57.8K | 1.74M | 592 | +1.03% |
| Jun 30, 2026 | TRUEMARK INVESTMENTS, LLC | 0.09% | 64.08K | 1.92M | 4.24K | +7.08% |
| Jun 30, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.05% | 37.59K | 1.13M | 37.59K | +100.00% |
| Jun 30, 2026 | LM ADVISORS LLC | 0.05% | 37.59K | 1.13M | 37.59K | +100.00% |
| Jun 30, 2026 | NEWEDGE ADVISORS, LLC | 0.06% | 38.38K | 1.15M | 8.2K | +27.18% |
| Jun 30, 2026 | APOLLON WEALTH MANAGEMENT, LLC | 0.06% | 42.29K | 1.27M | 970 | +2.35% |
| Jun 30, 2026 | NWF ADVISORY SERVICES INC. | 0.06% | 44.32K | 1.33M | -982 | -2.17% |
| Jun 30, 2026 | FORMIDABLE ASSET MANAGEMENT, LLC | 0.07% | 47.58K | 1.05M | -949 | -1.96% |
| Jun 30, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.08% | 56.32K | 1.69M | 2.59K | +4.81% |
| Jun 30, 2026 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.28% | 190.3K | 5.71M | 24.25K | +14.61% |
| Jun 30, 2026 | OPPENHEIMER & CO INC | 0.37% | 257.57K | 7.73M | 24.13K | +10.34% |
| Jun 30, 2026 | FLAGSHIP HARBOR ADVISORS, LLC | 0.47% | 323.7K | 9.72M | 8.5K | +2.70% |
| Jun 30, 2026 | SANCTUARY ADVISORS, LLC | 0.14% | 93.5K | 2.81M | 656 | +0.71% |
| Jun 30, 2026 | ANCHOR CAPITAL MANAGEMENT GROUP INC | 0.05% | 35K | 1.05M | 0 | 0 |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 0.14% | 94.56K | 2.84M | 3.31K | +3.63% |
| Jun 30, 2026 | SUMMIT FINANCIAL, LLC | 0.2% | 138.07K | 4.15M | 88.66K | +179.42% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.22% | 150.76K | 4.53M | 10.71K | +7.65% |
| Jun 30, 2026 | AMERIPRISE FINANCIAL INC | 0.05% | 37.72K | 1.13M | 9.55K | +33.91% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 0.07% | 50.64K | 1.52M | 12.35K | +32.23% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.08% | 52.5K | 1.58M | -12.91K | -19.73% |
| Jun 30, 2026 | FAMILY MANAGEMENT CORP | 0.08% | 53.56K | 1.61M | 53.56K | +100.00% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 53.78K | 1.61M | -5.51K | -9.29% |
| Jun 30, 2026 | 1607 CAPITAL PARTNERS, LLC | 0.1% | 66.25K | 1.99M | 4.85K | +7.90% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 0.11% | 75.65K | 2.27M | 8.94K | +13.40% |
| Jun 30, 2026 | INTREPID FAMILY OFFICE LLC | 0.12% | 80K | 2.4M | 0 | 0 |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.08% | 52.13K | 1.57M | -3.78K | -6.76% |
| Jun 30, 2026 | EVOLVE PRIVATE WEALTH, LLC | 0.08% | 56.83K | 1.71M | -1.43K | -2.45% |
| Jun 30, 2026 | WEDBUSH SECURITIES INC | 1.11% | 763.87K | 22.94M | 106.78K | +16.25% |
| Jun 30, 2026 | UBS GROUP AG | 1.65% | 1.13M | 34.02M | -70.49K | -5.86% |
| Jun 30, 2026 | SPIREPOINT PRIVATE CLIENT, LLC | 0.03% | 17.38K | 521.92K | 2.5K | +16.80% |
| Jun 30, 2026 | CI PRIVATE WEALTH, LLC | 0.03% | 17.88K | 536.97K | 0 | 0 |
| Jun 30, 2026 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 18.71K | 561.71K | -3.61K | -16.19% |
| Jun 30, 2026 | QUANTEDGE CAPITAL PTE LTD | 0.03% | 19K | 570.57K | -21.6K | -53.20% |
| Jun 30, 2026 | MARINER, LLC | 0.03% | 19.03K | 571.36K | -1.44K | -7.05% |
| Jun 30, 2026 | MGO ONE SEVEN LLC | 0.03% | 19.07K | 572.62K | 19.07K | +100.00% |
| Jun 30, 2026 | MATHES COMPANY, INC. | 0.03% | 19.7K | 592K | 0 | 0 |
| Jun 30, 2026 | UHLMANN PRICE SECURITIES, LLC | 0.03% | 20.9K | 627.75K | 2.4K | +12.97% |
| Jun 30, 2026 | 0.08% | 56.83K | 1.71M | -1.43K | -2.45% | |
| Jun 30, 2026 | FOCUS FINANCIAL NETWORK, INC. | 0.03% | 23.96K | 719.53K | 2.39K | +11.07% |
| Jun 30, 2026 | TRUIST FINANCIAL CORP | 0.04% | 25.52K | 766.28K | -5.55K | -17.87% |
| Jun 30, 2026 | ATOMI FINANCIAL GROUP, INC. | 0.04% | 26.36K | 791.63K | 14.41K | +120.59% |
| Jun 30, 2026 | PFG INVESTMENTS, LLC | 0.04% | 29.01K | 871.23K | -2.4K | -7.64% |
| Jun 30, 2026 | WOLVERINE ASSET MANAGEMENT LLC | 0.04% | 30.58K | 918.2K | -35.91K | -54.01% |
| Jun 30, 2026 | MORGAN STANLEY | 4.85% | 3.34M | 100.2M | -75.09K | -2.20% |
| Jun 30, 2026 | QUANTINNO CAPITAL MANAGEMENT LP | 0.05% | 31.39K | 942.5K | 1.49K | +4.97% |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 0.05% | 33.2K | 996.94K | 13.93K | +72.25% |
| Jun 30, 2026 | Z3 CAPITAL PARTNERS, LLC | 0.46% | 316.56K | 9.51M | 9.15K | +2.98% |
| Jun 30, 2026 | INDEPENDENT FINANCIAL GROUP, LLC | 0.13% | 91.5K | 2.75M | -2.45K | -2.61% |
| Jun 30, 2026 | THOMAS J. HERZFELD ADVISORS, INC. | 0.24% | 166.03K | 4.99M | 83.36K | +100.83% |
| Jun 30, 2026 | POTRERO CAPITAL RESEARCH LLC | 0.24% | 167.2K | 5.02M | 167.2K | +100.00% |
| Jun 30, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.26% | 176.99K | 5.22M | 38.92K | +28.19% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 0.28% | 193.38K | 5.81M | -6.24K | -3.13% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.46% | 315.03K | 9.46M | 13.08K | +4.33% |
| Jun 30, 2026 | KARPUS MANAGEMENT, INC. | 0.7% | 483.32K | 14.51M | 73.39K | +17.90% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 0.05% | 33.39K | 1M | 11.9K | +55.37% |
| Jun 30, 2026 | LAZARD ASSET MANAGEMENT LLC | 0.99% | 677.99K | 20.36M | 0 | 0 |
| Jun 30, 2026 | INVESCO LTD. | 1.23% | 844.91K | 25.37M | -91.34K | -9.76% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 1.37% | 941.19K | 28.26M | -34.2K | -3.51% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 1.44% | 993.06K | 29.82M | 67.13K | +7.25% |
| Jun 30, 2026 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.2% | 1.51M | 45.39M | 17.54K | +1.17% |
| Mar 31, 2026 | SANCTUARY ADVISORS, LLC | 0.14% | 92.84K | 2.06M | 1.52K | +1.67% |
| Mar 31, 2026 | MORGAN STANLEY | 4.96% | 3.41M | 75.57M | 412.25K | +13.74% |
| Mar 31, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.08% | 53.74K | 1.19M | -3.63K | -6.33% |
| Mar 31, 2026 | 1607 CAPITAL PARTNERS, LLC | 0.09% | 61.4K | 1.36M | 38K | +162.39% |
| Mar 31, 2026 | INTREPID FAMILY OFFICE LLC | 0.12% | 80K | 1.77M | 0 | 0 |
| Mar 31, 2026 | THOMAS J. HERZFELD ADVISORS, INC. | 0.12% | 82.67K | 1.83M | -132.5K | -61.58% |
| Mar 31, 2026 | SABA CAPITAL MANAGEMENT, L.P. | 8.05% | 5.53M | 122.52M | 974.1K | +21.37% |
| Mar 31, 2026 | AMERIPRISE FINANCIAL INC | 0.04% | 28.17K | 623.91K | -3.26K | -10.37% |
| Mar 31, 2026 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.2% | 137.3K | 3.04M | 137.3K | +100.00% |
| Mar 31, 2026 | FLAGSHIP HARBOR ADVISORS, LLC | 0.46% | 315.21K | 6.98M | -611 | -0.19% |
| Mar 31, 2026 | KARPUS MANAGEMENT, INC. | 0.6% | 409.93K | 9.08M | 197.21K | +92.70% |
| Mar 31, 2026 | WEDBUSH SECURITIES INC | 0.96% | 657.09K | 14.55M | -80.71K | -10.94% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 1.42% | 975.39K | 21.6M | 16.27K | +1.70% |
| Mar 31, 2026 | UBS GROUP AG | 1.75% | 1.2M | 26.65M | 49.92K | +4.33% |
| Mar 31, 2026 | TRUIST FINANCIAL CORP | 0.05% | 31.07K | 688.2K | -34.3K | -52.47% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.05% | 31.54K | 698.54K | 28.55K | +955.46% |
| Mar 31, 2026 | ANCHOR CAPITAL MANAGEMENT GROUP INC | 0.05% | 35K | 775.25K | 35K | +100.00% |
| Mar 31, 2026 | QUANTEDGE CAPITAL PTE LTD | 0.06% | 40.6K | 899.29K | 21.6K | +113.68% |
| Mar 31, 2026 | NWF ADVISORY SERVICES INC. | 0.07% | 45.3K | 1M | 2.19K | +5.07% |
| Mar 31, 2026 | FORMIDABLE ASSET MANAGEMENT, LLC | 0.07% | 48.53K | 1.1M | 2.93K | +6.43% |
| Mar 31, 2026 | SUMMIT FINANCIAL, LLC | 0.07% | 49.41K | 1.09M | 2.63K | +5.63% |
| Mar 31, 2026 | MILLENNIUM MANAGEMENT LLC | 0.13% | 86.59K | 1.92M | 86.59K | +100.00% |
| Mar 31, 2026 | INDEPENDENT FINANCIAL GROUP, LLC | 0.14% | 93.95K | 2.08M | -50 | -0.05% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.2% | 138.07K | 3.09M | -66.81K | -32.61% |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.22% | 154.53K | 3.42M | 71 | +0.05% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 1.35% | 925.94K | 20.51M | -36.44K | -3.79% |
| Mar 31, 2026 | INVESCO LTD. | 1.36% | 936.25K | 20.74M | 16.85K | +1.83% |
| Mar 31, 2026 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.17% | 1.49M | 33.09M | 35.91K | +2.46% |
| Mar 31, 2026 | 1900 WEALTH MANAGEMENT LLC | 0.02% | 13.52K | 299.56K | 0 | 0 |
| Mar 31, 2026 | DELTA INVESTMENT MANAGEMENT, LLC | 0.02% | 13.6K | 301.24K | 0 | 0 |
| Mar 31, 2026 | MERIT FINANCIAL GROUP, LLC | 0.02% | 14.15K | 313.38K | 1.96K | +16.06% |
| Mar 31, 2026 | AMPLIUS WEALTH ADVISORS, LLC | 0.02% | 14.78K | 327.45K | -804 | -5.16% |
| Mar 31, 2026 | SPIREPOINT PRIVATE CLIENT, LLC | 0.02% | 14.88K | 329.59K | 1.5K | +11.21% |
| Mar 31, 2026 | UHLMANN PRICE SECURITIES, LLC | 0.03% | 18.5K | 409.82K | 395 | +2.18% |
| Mar 31, 2026 | MATHES COMPANY, INC. | 0.03% | 19.7K | 436K | 0 | 0 |
| Mar 31, 2026 | MARINER, LLC | 0.03% | 20.47K | 448.19K | 8.24K | +67.43% |
| Mar 31, 2026 | HRT FINANCIAL LP | 0.03% | 21K | 465K | 21K | +100.00% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.03% | 21.49K | 476.05K | -2.82K | -11.61% |
| Mar 31, 2026 | FOCUS FINANCIAL NETWORK, INC. | 0.03% | 21.57K | 477.83K | -570 | -2.57% |
| Mar 31, 2026 | CREATIVE PLANNING | 0.03% | 21.79K | 482.66K | 12.77K | +141.51% |
| Mar 31, 2026 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 22.32K | 494.32K | -1.02K | -4.35% |
| Mar 31, 2026 | QUANTINNO CAPITAL MANAGEMENT LP | 0.04% | 29.9K | 662.28K | 1.35K | +4.73% |
| Mar 31, 2026 | APOLLON WEALTH MANAGEMENT, LLC | 0.06% | 41.32K | 915.28K | 41.32K | +100.00% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.1% | 65.41K | 1.45M | -29.89K | -31.37% |
| Mar 31, 2026 | RFG ADVISORY, LLC | 0.14% | 96.3K | 2.13M | 7.55K | +8.51% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.2% | 140.06K | 3.1M | -8.81K | -5.92% |
| Mar 31, 2026 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.24% | 166.05K | 3.68M | 18.14K | +12.26% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.29% | 199.62K | 4.42M | -8.4K | -4.04% |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.32% | 221.16K | 4.9M | 125.39K | +130.93% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.08% | 55.92K | 1.24M | -2.28K | -3.92% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | 59.28K | 1.31M | 26.55K | +81.12% |
| Mar 31, 2026 | TRUEMARK INVESTMENTS, LLC | 0.09% | 59.84K | 1.33M | 3.45K | +6.12% |
| Mar 31, 2026 | OPPENHEIMER & CO INC | 0.34% | 233.44K | 5.17M | 47.27K | +25.39% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.44% | 301.95K | 6.69M | -8.1K | -2.61% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.06% | 38.3K | 848.29K | -8.22K | -17.67% |
| Mar 31, 2026 | PFG INVESTMENTS, LLC | 0.05% | 31.41K | 695.78K | -1.08K | -3.34% |
| Mar 31, 2026 | WNY ASSET MANAGEMENT, LLC | 0.06% | 38.39K | 850.28K | 38.39K | +100.00% |
| Mar 31, 2026 | 0.08% | 57.21K | 1.27M | 990 | +1.76% | |
| Mar 31, 2026 | QUARRY LP | 0.1% | 65.82K | 1.46M | 65.82K | +100.00% |
| Mar 31, 2026 | WOLVERINE ASSET MANAGEMENT LLC | 0.1% | 66.49K | 1.47M | -46.66K | -41.24% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.1% | 66.71K | 1.48M | 2.86K | +4.47% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.13% | 91.24K | 2.02M | -273 | -0.30% |
| Mar 31, 2026 | LAZARD ASSET MANAGEMENT LLC | 0.99% | 677.99K | 15.02M | -4.35K | -0.64% |
| Dec 31, 2025 | SABA CAPITAL MANAGEMENT, L.P. | 6.63% | 4.56M | 103.04M | 863.5K | +23.38% |
| Dec 31, 2025 | NWF ADVISORY SERVICES INC. | 0.06% | 43.11K | 974.75K | 14.85K | +52.55% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.07% | 46.52K | 1.05M | -21.73K | -31.84% |
| Dec 31, 2025 | MORGAN STANLEY | 4.36% | 3M | 67.82M | -10.04K | -0.33% |
| Dec 31, 2025 | FOCUS FINANCIAL NETWORK, INC. | 0.03% | 22.14K | 500.85K | -221 | -0.99% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.02% | 13.04K | 295K | 883 | +7.27% |
| Dec 31, 2025 | MARINER, LLC | 0.02% | 12.23K | 276.4K | -851 | -6.51% |
| Dec 31, 2025 | STABLEPOINT PARTNERS, LLC | 0.02% | 12.21K | 276.09K | 0 | 0 |
| Dec 31, 2025 | MATHER GROUP, LLC. | 0.02% | 12K | 271.32K | 0 | 0 |
| Dec 31, 2025 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.02% | 11.29K | 255.16K | 500 | +4.64% |
| Dec 31, 2025 | COLONY GROUP, LLC | 0.02% | 10.57K | 239.09K | 10.57K | +100.00% |
| Dec 31, 2025 | SENTINEL TRUST CO LBA | 0.01% | 10.02K | 227K | 0 | 0 |
| Dec 31, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.12% | 1.46M | 32.97M | 116.58K | +8.69% |
| Dec 31, 2025 | UBS GROUP AG | 1.68% | 1.15M | 26.08M | -31.43K | -2.65% |
| Dec 31, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 1.5% | 1.03M | 23.39M | 95.7K | +10.20% |
| Dec 31, 2025 | SPIREPOINT PRIVATE CLIENT, LLC | 0.02% | 13.38K | 302.52K | 13.38K | +100.00% |
| Dec 31, 2025 | EVOKE WEALTH, LLC | 0.02% | 13.12K | 296.69K | 13.12K | +100.00% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.4% | 959.12K | 21.69M | 8.78K | +0.92% |
| Dec 31, 2025 | INVESCO LTD. | 1.34% | 919.4K | 20.79M | -70.04K | -7.08% |
| Dec 31, 2025 | WEDBUSH SECURITIES INC | 1.07% | 737.8K | 16.68M | 47.89K | +6.94% |
| Dec 31, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.99% | 682.34K | 15.43M | 0 | 0 |
| Dec 31, 2025 | POTRERO CAPITAL RESEARCH LLC | 0.78% | 538.71K | 12.18M | -1K | -0.19% |
| Dec 31, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 0.46% | 315.82K | 7.14M | -6.97K | -2.16% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 32.73K | 740.05K | 32.73K | +100.00% |
| Dec 31, 2025 | PFG INVESTMENTS, LLC | 0.05% | 32.5K | 734.74K | -2.11K | -6.09% |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 0.05% | 31.43K | 710.59K | 8.35K | +36.19% |
| Dec 31, 2025 | WEALTH EFFECTS LLC | 0.04% | 30.89K | 698.34K | 30.89K | +100.00% |
| Dec 31, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.04% | 28.55K | 645.5K | 1.03K | +3.74% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.04% | 28.52K | 644.81K | -5.68K | -16.60% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.4% | 962.38K | 21.76M | 2.43K | +0.25% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.45% | 310.05K | 7.01M | 18.85K | +6.47% |
| Dec 31, 2025 | KARPUS MANAGEMENT, INC. | 0.31% | 212.73K | 4.81M | -3.79K | -1.75% |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.14% | 95.77K | 2.17M | -861 | -0.89% |
| Dec 31, 2025 | TRUEMARK INVESTMENTS, LLC | 0.08% | 56.39K | 1.27M | 1.39K | +2.52% |
| Dec 31, 2025 | SUMMIT FINANCIAL, LLC | 0.07% | 46.78K | 1.06M | -473 | -1.00% |
| Dec 31, 2025 | FORMIDABLE ASSET MANAGEMENT, LLC | 0.07% | 45.6K | 1.01M | 1.34K | +3.03% |
| Dec 31, 2025 | CI PRIVATE WEALTH, LLC | 0.04% | 27.88K | 630.29K | 268 | +0.97% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.04% | 24.31K | 549.74K | 11.08K | +83.71% |
| Dec 31, 2025 | INTREPID FAMILY OFFICE LLC | 0.12% | 80K | 1.81M | 0 | 0 |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.08% | 58.19K | 1.32M | -13.99K | -19.38% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.08% | 57.37K | 1.3M | 5.3K | +10.17% |
| Dec 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.02% | 12.63K | 285.63K | -1.61K | -11.31% |
| Dec 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.02% | 12.19K | 275.62K | 252 | +2.11% |
| Dec 31, 2025 | STOCKMAN WEALTH MANAGEMENT, INC. | 0.02% | 12.04K | 272.22K | 435 | +3.75% |
| Dec 31, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.31% | 215.18K | 4.87M | 5.47K | +2.61% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.3% | 208.02K | 4.7M | 13.62K | +7.01% |
| Dec 31, 2025 | OPPENHEIMER & CO INC | 0.27% | 186.18K | 4.21M | 2.55K | +1.39% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.22% | 148.86K | 3.37M | 34.02K | +29.62% |
| Dec 31, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.22% | 147.91K | 3.34M | 19.98K | +15.62% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.14% | 95.3K | 2.15M | 18.22K | +23.64% |
| Dec 31, 2025 | MATHES COMPANY, INC. | 0.03% | 19.7K | 445K | -500 | -2.48% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.03% | 18.6K | 420.55M | 6.89K | +58.88% |
| Dec 31, 2025 | UHLMANN PRICE SECURITIES, LLC | 0.03% | 18.11K | 409.48K | -410 | -2.21% |
| Dec 31, 2025 | NEWEDGE WEALTH, LLC | 0.02% | 16.82K | 380.21K | 0 | 0 |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.02% | 15.64K | 353.6K | 1.99K | +14.56% |
| Dec 31, 2025 | AMPLIUS WEALTH ADVISORS, LLC | 0.02% | 15.59K | 352.42K | -2.4K | -13.36% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.02% | 15.52K | 350.86K | -1.61K | -9.41% |
| Dec 31, 2025 | CSS LLC/IL | 0.02% | 14.31K | 323.46K | 4.5K | +45.89% |
| Dec 31, 2025 | DELTA INVESTMENT MANAGEMENT, LLC | 0.02% | 13.6K | 307.5K | 0 | 0 |
| Dec 31, 2025 | 1900 WEALTH MANAGEMENT LLC | 0.02% | 13.52K | 305.78K | 0 | 0 |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.3% | 204.88K | 4.7M | 24.44K | +13.54% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.22% | 154.46K | 3.49M | 993 | +0.65% |
| Dec 31, 2025 | 0.08% | 56.22K | 1.27M | -2.84K | -4.81% | |
| Dec 31, 2025 | 1607 CAPITAL PARTNERS, LLC | 0.03% | 23.4K | 529.07K | 23.4K | +100.00% |
| Dec 31, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 23.33K | 531.5K | -224 | -0.95% |
| Dec 31, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.16% | 113.15K | 2.56M | 74.01K | +189.07% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.13% | 91.52K | 2.07M | -740 | -0.80% |
| Dec 31, 2025 | SANCTUARY ADVISORS, LLC | 0.13% | 91.32K | 2.06M | 2.54K | +2.86% |
| Dec 31, 2025 | RFG ADVISORY, LLC | 0.13% | 88.75K | 2.01M | 11 | +0.01% |
| Dec 31, 2025 | TRUIST FINANCIAL CORP | 0.1% | 65.37K | 1.48M | -281 | -0.43% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.09% | 63.85K | 1.44M | 13.35K | +26.43% |
| Sep 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.06% | 39.14K | 867.36K | 13.09K | +50.27% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.05% | 34.2K | 757.79K | 4.29K | +14.36% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.1% | 68.25K | 1.51M | 9.66K | +16.49% |
| Sep 30, 2025 | TRUIST FINANCIAL CORP | 0.1% | 65.65K | 1.45M | -3.17K | -4.60% |
| Sep 30, 2025 | WNY ASSET MANAGEMENT, LLC | 0.05% | 34.68K | 768.45K | 771 | +2.27% |
| Sep 30, 2025 | CI PRIVATE WEALTH, LLC | 0.04% | 27.61K | 611.81K | 44 | +0.16% |
| Sep 30, 2025 | MORGAN STANLEY | 4.38% | 3.01M | 66.69M | 206.64K | +7.37% |
| Sep 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.95% | 1.34M | 29.73M | 51.79K | +4.02% |
| Sep 30, 2025 | RFG ADVISORY, LLC | 0.13% | 88.74K | 1.97M | -3.3K | -3.58% |
| Sep 30, 2025 | INTREPID FAMILY OFFICE LLC | 0.12% | 80K | 1.77M | 321 | +0.40% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.11% | 77.08K | 1.71M | -925 | -1.19% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.38% | 950.34K | 21.06M | -221.11K | -18.88% |
| Sep 30, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 1.37% | 938.71K | 20.8M | 119.84K | +14.63% |
| Sep 30, 2025 | WEDBUSH SECURITIES INC | 1% | 689.91K | 15.29M | -8.81K | -1.26% |
| Sep 30, 2025 | POTRERO CAPITAL RESEARCH LLC | 0.79% | 539.71K | 11.96M | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.42% | 291.2K | 6.45M | -37.01K | -11.28% |
| Sep 30, 2025 | KARPUS MANAGEMENT, INC. | 0.32% | 216.52K | 4.8M | -222.94K | -50.73% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.22% | 153.47K | 3.4M | 70.53K | +85.05% |
| Sep 30, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.19% | 127.94K | 2.84M | 3.08K | +2.47% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.13% | 92.26K | 2.04M | 1.66K | +1.84% |
| Sep 30, 2025 | FOCUS FINANCIAL NETWORK, INC. | 0.03% | 22.36K | 495.57K | 3.48K | +18.42% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.11% | 72.18K | 1.6M | 708 | +0.99% |
| Sep 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.04% | 27.52K | 609.82K | 355 | +1.31% |
| Sep 30, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 23.56K | 540.14K | 1.06K | +4.73% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.03% | 23.08K | 511.38K | -2.31K | -9.09% |
| Sep 30, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.99% | 682.34K | 15.12M | 342.05K | +100.52% |
| Sep 30, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 0.47% | 322.79K | 7.15M | -13.87K | -4.12% |
| Sep 30, 2025 | 0.09% | 59.06K | 1.31M | 59.06K | +100.00% | |
| Sep 30, 2025 | NWF ADVISORY SERVICES INC. | 0.04% | 28.26K | 626.24K | 9.57K | +51.18% |
| Sep 30, 2025 | OPPENHEIMER & CO INC | 0.27% | 183.62K | 4.07M | 8.2K | +4.67% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.26% | 180.44K | 4.12M | 28.67K | +18.89% |
| Sep 30, 2025 | UBS GROUP AG | 1.72% | 1.18M | 26.26M | -46.86K | -3.80% |
| Sep 30, 2025 | INVESCO LTD. | 1.44% | 989.44K | 21.93M | -1.04K | -0.11% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.4% | 959.95K | 21.27M | 138.03K | +16.79% |
| Sep 30, 2025 | SANCTUARY ADVISORS, LLC | 0.13% | 88.78K | 1.97M | 9.45K | +11.92% |
| Sep 30, 2025 | MATHES COMPANY, INC. | 0.03% | 20.2K | 448K | 0 | 0 |
| Sep 30, 2025 | UHLMANN PRICE SECURITIES, LLC | 0.03% | 18.52K | 410.32K | -1.72K | -8.49% |
| Sep 30, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.03% | 18.17K | 402.58K | 18.17K | +100.00% |
| Sep 30, 2025 | AMPLIUS WEALTH ADVISORS, LLC | 0.03% | 17.99K | 398.66K | 494 | +2.82% |
| Sep 30, 2025 | SABA CAPITAL MANAGEMENT, L.P. | 5.37% | 3.69M | 81.86M | -433.75K | -10.51% |
| Sep 30, 2025 | NEWEDGE WEALTH, LLC | 0.02% | 16.82K | 385.76K | -36.65K | -68.55% |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.02% | 13.65K | 302.51K | 13.65K | +100.00% |
| Sep 30, 2025 | DELTA INVESTMENT MANAGEMENT, LLC | 0.02% | 13.6K | 301.38K | 0 | 0 |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.08% | 52.07K | 1.15M | 2.8K | +5.68% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.07% | 50.51K | 1.12M | 6.11K | +13.77% |
| Sep 30, 2025 | SUMMIT FINANCIAL, LLC | 0.07% | 47.25K | 1.05M | 47.25K | +100.00% |
| Sep 30, 2025 | LM ADVISORS LLC | 0.07% | 45.53K | 1.01M | -4.33K | -8.68% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.17% | 114.85K | 2.54M | 13.58K | +13.41% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.14% | 96.63K | 2.14M | -6.96K | -6.72% |
| Sep 30, 2025 | FAMILY MANAGEMENT CORP | 0.06% | 42.02K | 931.19K | 42.02K | +100.00% |
| Sep 30, 2025 | FORMIDABLE ASSET MANAGEMENT, LLC | 0.06% | 44.26K | 918.35K | 23.08K | +108.95% |
| Sep 30, 2025 | PFG INVESTMENTS, LLC | 0.05% | 34.6K | 766.81K | 3.04K | +9.64% |
| Sep 30, 2025 | TRUEMARK INVESTMENTS, LLC | 0.08% | 55K | 1.22M | 55K | +100.00% |
| Sep 30, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.31% | 209.71K | 4.65M | 28.4K | +15.66% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.28% | 194.4K | 4.31M | 20.49K | +11.78% |
| Sep 30, 2025 | 1900 WEALTH MANAGEMENT LLC | 0.02% | 13.52K | 299.69K | 13.52K | +100.00% |
| Sep 30, 2025 | B. RILEY WEALTH ADVISORS, INC. | 0.02% | 12.53K | 277.55K | 50 | +0.40% |
| Sep 30, 2025 | STABLEPOINT PARTNERS, LLC | 0.02% | 12.21K | 270.6K | 941 | +8.35% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.02% | 12.15K | 269K | 12.15K | +100.00% |
| Sep 30, 2025 | ATOMI FINANCIAL GROUP, INC. | 0.02% | 12.15K | 269.24K | -500 | -3.95% |
| Sep 30, 2025 | MATHER GROUP, LLC. | 0.02% | 12K | 265.92K | 0 | 0 |
| Sep 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.02% | 11.94K | 264.54K | 847 | +7.64% |
| Sep 30, 2025 | STOCKMAN WEALTH MANAGEMENT, INC. | 0.02% | 11.61K | 257.17K | 338 | +3.00% |
| Sep 30, 2025 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.02% | 10.79K | 222.72K | 0 | 0 |
| Sep 30, 2025 | SENTINEL TRUST CO LBA | 0.01% | 10.02K | 222K | 0 | 0 |
| Sep 30, 2025 | CSS LLC/IL | 0.01% | 9.81K | 217.3K | 9.81K | +100.00% |
| Sep 30, 2025 | BILTMORE FAMILY OFFICE, LLC | 0.01% | 9.79K | 216.97K | 0 | 0 |
| Sep 30, 2025 | CITIGROUP INC | 0.01% | 8.28K | 183.53K | 55 | +0.67% |
| Sep 30, 2025 | PARALLEL ADVISORS, LLC | 0.01% | 6.59K | 146.01K | 191 | +2.99% |
| Sep 30, 2025 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0.01% | 5.98K | 132.58K | 47 | +0.79% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 5.83K | 129.26K | -2.17K | -27.14% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.01% | 5K | 110.8K | 0 | 0 |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.11% | 82.94K | 1.72M | 2.2K | +2.72% |
| Jun 30, 2025 | 1607 CAPITAL PARTNERS, LLC | 0.16% | 112.06K | 2.33M | -33K | -22.75% |
| Jun 30, 2025 | WALLEYE CAPITAL LLC | 0.03% | 20.71K | 429.63K | 20.71K | +100.00% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.14% | 103.59K | 2.15M | 8.26K | +8.66% |
| Jun 30, 2025 | HBK INVESTMENTS L P | 0.07% | 52.22K | 1.08M | 1.1K | +2.16% |
| Jun 30, 2025 | RFG ADVISORY, LLC | 0.13% | 92.04K | 1.91M | 14.18K | +18.21% |
| Jun 30, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 0.47% | 336.66K | 6.99M | 231.52K | +220.21% |
| Jun 30, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.47% | 340.29K | 7.06M | -54.83K | -13.88% |
| Jun 30, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 1.13% | 818.87K | 16.99M | 24.19K | +3.04% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.14% | 821.92K | 17.05M | 94.12K | +12.93% |
| Jun 30, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.17% | 124.85K | 2.59M | -20.8K | -14.28% |
| Jun 30, 2025 | KARPUS MANAGEMENT, INC. | 0.61% | 439.46K | 9.12M | -244.32K | -35.73% |
| Jun 30, 2025 | POTRERO CAPITAL RESEARCH LLC | 0.75% | 539.71K | 11.2M | -86.96K | -13.88% |
| Jun 30, 2025 | WEDBUSH SECURITIES INC | 0.97% | 698.73K | 14.5M | -168.76K | -19.45% |
| Jun 30, 2025 | INVESCO LTD. | 1.37% | 990.48K | 20.55M | 39.88K | +4.20% |
| Jun 30, 2025 | UBS GROUP AG | 1.7% | 1.23M | 25.56M | 113.61K | +10.16% |
| Jun 30, 2025 | MORGAN STANLEY | 3.88% | 2.8M | 58.16M | -121.78K | -4.16% |
| Jun 30, 2025 | SABA CAPITAL MANAGEMENT, L.P. | 5.71% | 4.13M | 85.65M | -777.91K | -15.86% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.24% | 173.92K | 3.61M | 5.22K | +3.10% |
| Jun 30, 2025 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.12% | 87.68K | 1.82M | 30.67K | +53.79% |
| Jun 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.78% | 1.29M | 26.76M | -65.09K | -4.80% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.13% | 90.59K | 1.88M | 4.76K | +5.54% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.21% | 151.77K | 3.12M | -12.95K | -7.86% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.07% | 49.27K | 1.02M | 3.14K | +6.80% |
| Jun 30, 2025 | FORMIDABLE ASSET MANAGEMENT, LLC | 0.03% | 21.18K | 375.75K | 0 | 0 |
| Jun 30, 2025 | LM ADVISORS LLC | 0.07% | 49.86K | 1.04M | -8.51K | -14.58% |
| Jun 30, 2025 | TRUIST FINANCIAL CORP | 0.1% | 68.82K | 1.43M | 3.43K | +5.24% |
| Jun 30, 2025 | OPPENHEIMER & CO INC | 0.24% | 175.43K | 3.64M | 8.91K | +5.35% |
| Jun 30, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.25% | 181.31K | 3.76M | -21.54K | -10.62% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.45% | 328.21K | 6.81M | -47.54K | -12.65% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.62% | 1.17M | 24.31M | -261.81K | -18.27% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.1% | 71.48K | 1.48M | -3.5K | -4.66% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.11% | 78K | 1.62M | 7.29K | +10.31% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 44.39K | 921.16K | -1.37K | -2.98% |
| Jun 30, 2025 | PFG INVESTMENTS, LLC | 0.04% | 31.56K | 654.87K | -1K | -3.08% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.04% | 29.9K | 620.47K | 9.97K | +50.01% |
| Jun 30, 2025 | QUARRY LP | 0.04% | 28.81K | 597.83K | -8.38K | -22.53% |
| Jun 30, 2025 | CI PRIVATE WEALTH, LLC | 0.04% | 27.57K | 571.98K | 12.55K | +83.55% |
| Jun 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.04% | 27.16K | 563.66K | 27.16K | +100.00% |
| Jun 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.04% | 26.05K | 540.48K | 26.05K | +100.00% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.04% | 25.39K | 526.74K | 12.31K | +94.12% |
| Jun 30, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 22.49K | 466.73K | -371 | -1.62% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.03% | 21.72K | 450.65K | 21.72K | +100.00% |
| Jun 30, 2025 | WNY ASSET MANAGEMENT, LLC | 0.05% | 33.91K | 703.54K | -4.46K | -11.62% |
| Jun 30, 2025 | NEWEDGE WEALTH, LLC | 0.07% | 53.47K | 1.15M | -45.18K | -45.80% |
| Jun 30, 2025 | INTREPID FAMILY OFFICE LLC | 0.11% | 79.68K | 1.65M | -12.84K | -13.88% |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.11% | 79.84K | 1.66M | 79.84K | +100.00% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.08% | 58.59K | 1.22M | 10.08K | +20.78% |
| Jun 30, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.09% | 62.57K | 1.3M | -37.42K | -37.42% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.14% | 101.27K | 2.1M | 13.49K | +15.36% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.08% | 56.52K | 1M | -2.43K | -4.11% |
| Mar 31, 2025 | QUARRY LP | 0.05% | 37.19K | 659.72K | 33.57K | +929.00% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.07% | 48.51K | 860.49K | 6.88K | +16.53% |
| Mar 31, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.28% | 202.85K | 3.6M | -23.49K | -10.38% |
| Mar 31, 2025 | POTRERO CAPITAL RESEARCH LLC | 0.87% | 626.67K | 11.12M | -78.96K | -11.19% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 0.33% | 238.86K | 4.24M | 238.86K | +100.00% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.52% | 375.75K | 6.67M | -44.99K | -10.69% |
| Mar 31, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.55% | 395.12K | 7.01M | -49.79K | -11.19% |
| Mar 31, 2025 | UBS GROUP AG | 1.55% | 1.12M | 19.84M | 77.12K | +7.41% |
| Mar 31, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.87% | 1.35M | 24.03M | -78.2K | -5.46% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.98% | 1.43M | 25.43M | -65.16K | -4.35% |
| Mar 31, 2025 | HBK INVESTMENTS L P | 0.07% | 51.12K | 906.85K | -6.44K | -11.19% |
| Mar 31, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 1.1% | 794.68K | 14.1M | -14.26K | -1.76% |
| Mar 31, 2025 | WEDBUSH SECURITIES INC | 1.2% | 867.49K | 15.39M | 86.28K | +11.04% |
| Mar 31, 2025 | MORGAN STANLEY | 4.04% | 2.92M | 51.88M | -22K | -0.75% |
| Mar 31, 2025 | SABA CAPITAL MANAGEMENT, L.P. | 6.78% | 4.91M | 87.03M | -1.49M | -23.26% |
| Mar 31, 2025 | 0.12% | 84.37K | 1.5M | -134.65K | -61.48% | |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.12% | 85.84K | 1.52M | -14.7K | -14.62% |
| Mar 31, 2025 | UHLMANN PRICE SECURITIES, LLC | 0.03% | 24.05K | 426.59K | -937 | -3.75% |
| Mar 31, 2025 | KARPUS MANAGEMENT, INC. | 0.95% | 683.78K | 12.13M | -234.01K | -25.50% |
| Mar 31, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 22.86K | 405.61K | 10.95K | +91.97% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.03% | 21.44K | 380.28K | 6.32K | +41.85% |
| Mar 31, 2025 | FORMIDABLE ASSET MANAGEMENT, LLC | 0.03% | 21.18K | 375.75K | 21.18K | +100.00% |
| Mar 31, 2025 | MATHES COMPANY, INC. | 0.03% | 20.2K | 358K | 0 | 0 |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.23% | 168.69K | 2.99M | -79 | -0.05% |
| Mar 31, 2025 | OPPENHEIMER & CO INC | 0.23% | 166.51K | 2.95M | 7.57K | +4.76% |
| Mar 31, 2025 | 1607 CAPITAL PARTNERS, LLC | 0.2% | 145.06K | 2.57M | -15.8K | -9.82% |
| Mar 31, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.14% | 99.99K | 1.77M | 78.08K | +356.38% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.12% | 87.78K | 1.56M | -99 | -0.11% |
| Mar 31, 2025 | RFG ADVISORY, LLC | 0.11% | 77.86K | 1.38M | 77.86K | +100.00% |
| Mar 31, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.09% | 65.82K | 1.17M | -8.29K | -11.18% |
| Mar 31, 2025 | TRUIST FINANCIAL CORP | 0.09% | 65.39K | 1.16M | -3.54K | -5.14% |
| Mar 31, 2025 | LM ADVISORS LLC | 0.08% | 58.37K | 1.04M | -12.81K | -18.00% |
| Mar 31, 2025 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.08% | 57.01K | 1.01M | 57.01K | +100.00% |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.06% | 46.14K | 818K | -2.43K | -5.00% |
| Mar 31, 2025 | PFG INVESTMENTS, LLC | 0.05% | 32.56K | 577.69K | -1K | -2.98% |
| Mar 31, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 0.15% | 105.14K | 1.87M | 5.21K | +5.21% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.1% | 74.97K | 1.33M | -2.21K | -2.87% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 45.76K | 811.74K | 30.16K | +193.28% |
| Mar 31, 2025 | WNY ASSET MANAGEMENT, LLC | 0.05% | 38.37K | 680.6K | -3.69K | -8.76% |
| Mar 31, 2025 | INVESCO LTD. | 1.31% | 950.6K | 16.86M | -35.15K | -3.57% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.01% | 727.79K | 12.91M | 56.15K | +8.36% |
| Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.23% | 164.72K | 2.92M | -15.47K | -8.58% |
| Mar 31, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.2% | 145.66K | 2.58M | -12.7K | -8.02% |
| Mar 31, 2025 | NEWEDGE WEALTH, LLC | 0.14% | 98.65K | 1.75M | -6.34K | -6.04% |
| Mar 31, 2025 | AQR ARBITRAGE LLC | 0.13% | 96.24K | 1.71M | -173.44K | -64.31% |
| Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.13% | 95.34K | 1.69M | 10.66K | +12.58% |
| Mar 31, 2025 | INTREPID FAMILY OFFICE LLC | 0.13% | 92.52K | 1.64M | -11.66K | -11.19% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.11% | 80.74K | 1.43M | 2.24K | +2.85% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.1% | 70.71K | 1.25M | 12.51K | +21.49% |
| Mar 31, 2025 | DAKOTA WEALTH MANAGEMENT | 0.03% | 20.2K | 358.38K | -8.92K | -30.62% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.1% | 74.59K | 1.45M | 667 | +0.90% |
| Mar 31, 2024 | CLARO ADVISORS LLC | 0.11% | 89.1K | 1.73M | -6.55K | -6.85% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.12% | 95.79K | 1.86M | -1.46K | -1.50% |
| Mar 31, 2024 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.13% | 100K | 1.94M | 0 | 0 |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.13% | 100.47K | 1.95M | -16.13K | -13.83% |
| Mar 31, 2024 | BOOTHBAY FUND MANAGEMENT, LLC | 0.13% | 104.21K | 2.02M | -13.5K | -11.47% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.14% | 110.15K | 2.14M | 3.46K | +3.24% |
| Mar 31, 2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.15% | 115.03K | 2.23M | 50.17K | +77.36% |
| Mar 31, 2024 | OPPENHEIMER & CO INC | 0.16% | 121.9K | 2.36M | 20.78K | +20.55% |
| Mar 31, 2024 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.17% | 129.07K | 2.5M | 57.53K | +80.42% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.18% | 138.59K | 2.69M | -26.55K | -16.08% |
| Mar 31, 2024 | MATISSE CAPITAL | 0.18% | 140K | 2.72M | 5K | +3.70% |
| Mar 31, 2024 | LM ADVISORS LLC | 0.19% | 146.24K | 2.84M | 0 | 0 |
| Mar 31, 2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.65% | 1.29M | 24.99M | 517.34K | +67.12% |
| Mar 31, 2024 | KARPUS MANAGEMENT, INC. | 1.54% | 1.2M | 23.33M | -158.04K | -11.62% |
| Mar 31, 2024 | UBS GROUP AG | 1.48% | 1.16M | 22.42M | 92.96K | +8.75% |
| Mar 31, 2024 | INVESCO LTD. | 1.43% | 1.12M | 21.63M | 98.33K | +9.67% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 1.17% | 911.01K | 17.67M | 40.92K | +4.70% |
| Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.25% | 191.86K | 3.72M | 664 | +0.35% |
| Mar 31, 2024 | THOMAS J. HERZFELD ADVISORS, INC. | 0.19% | 148.06K | 2.87M | 16.53K | +12.57% |
| Mar 31, 2024 | 1607 CAPITAL PARTNERS, LLC | 0.95% | 744.97K | 14.45M | 8.77K | +1.19% |
| Mar 31, 2024 | AQR ARBITRAGE LLC | 0.83% | 651.51K | 12.64M | 67.03K | +11.47% |
| Mar 31, 2024 | POTRERO CAPITAL RESEARCH LLC | 0.82% | 638.59K | 12.39M | 638.59K | +100.00% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.79% | 619.27K | 12.01M | -8.54K | -1.36% |
| Mar 31, 2024 | LAZARD ASSET MANAGEMENT LLC | 0.79% | 615.05K | 11.93M | 0 | 0 |
| Mar 31, 2024 | WEDBUSH SECURITIES INC | 0.77% | 603.41K | 11.71M | 160.76K | +36.32% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.67% | 521.31K | 10.11M | 51.99K | +11.08% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.6% | 464.92K | 9.02M | 135.84K | +41.28% |
| Mar 31, 2024 | DELTA INVESTMENT MANAGEMENT, LLC | 0.02% | 13.6K | 263.84K | 0 | 0 |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.02% | 12.54K | 243.33K | -2.5K | -16.62% |
| Mar 31, 2024 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.02% | 12.5K | 242.48K | -530 | -4.07% |
| Mar 31, 2024 | WNY ASSET MANAGEMENT, LLC | 0.02% | 12.38K | 240.17K | 80 | +0.65% |
| Mar 31, 2024 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.02% | 12.32K | 238.3K | -423 | -3.32% |
| Mar 31, 2024 | SUNBELT SECURITIES, INC. | 0.02% | 11.99K | 232.51K | 60 | +0.50% |
| Mar 31, 2024 | RPO LLC | 0.3% | 231.57K | 4.49M | -30K | -11.47% |
| Mar 31, 2024 | MORGAN STANLEY | 3.88% | 3.03M | 58.76M | -39.64K | -1.29% |
| Mar 31, 2024 | QUANTEDGE CAPITAL PTE LTD | 0.57% | 447.47K | 8.68M | -158.65K | -26.17% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.3% | 234.36K | 4.55M | -333.62K | -58.74% |
| Mar 31, 2024 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.29% | 224.74K | 4.36M | -430 | -0.19% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.26% | 206.42K | 4M | -1.25K | -0.60% |
| Mar 31, 2024 | SABA CAPITAL MANAGEMENT, L.P. | 7.58% | 5.92M | 114.86M | 2.36M | +66.35% |
| Mar 31, 2024 | FOCUS FINANCIAL NETWORK, INC. | 0.02% | 14.29K | 248.38K | 14.29K | +100.00% |
| Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.02% | 14.65K | 284.21K | 900 | +6.55% |
| Mar 31, 2024 | AMPLIUS WEALTH ADVISORS, LLC | 0.02% | 16.69K | 323.84K | 136 | +0.82% |
| Mar 31, 2024 | STONEBROOK PRIVATE INC. | 0.02% | 18.15K | 352.02K | -1.34K | -6.88% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 20.51K | 397.82K | 20.51K | +100.00% |
| Mar 31, 2024 | MATHES COMPANY, INC. | 0.03% | 21.2K | 411K | 2.75K | +14.91% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.03% | 21.87K | 424.18K | 7.1K | +48.06% |
| Mar 31, 2024 | INSIGNEO ADVISORY SERVICES, LLC | 0.03% | 22.08K | 428.26K | -3.17K | -12.57% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.04% | 32.02K | 621.27K | -4.03K | -11.17% |
| Mar 31, 2024 | DAKOTA WEALTH MANAGEMENT | 0.05% | 35.21K | 682.98K | -1.07K | -2.94% |
| Mar 31, 2024 | PFG INVESTMENTS, LLC | 0.05% | 40.54K | 786.4K | 40.54K | +100.00% |
| Mar 31, 2024 | NEWEDGE WEALTH, LLC | 0.05% | 41.43K | 727.56K | -18.16K | -30.48% |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.06% | 43.75K | 849K | 193 | +0.44% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.06% | 50.55K | 980.61K | 0 | 0 |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.07% | 55.42K | 1.08M | 6.59K | +13.49% |
| Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.07% | 56.45K | 1.1M | -401 | -0.71% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.08% | 64K | 1.24M | 64K | +100.00% |
| Mar 31, 2024 | FLOW STATE INVESTMENTS, L.P. | 0.09% | 66.78K | 1.3M | -9.09K | -11.98% |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.09% | 71.18K | 1.38M | 6.61K | +10.24% |
| Mar 31, 2024 | ALPINE GLOBAL MANAGEMENT, LLC | 0.11% | 83.5K | 1.62M | 2K | +2.45% |
| Mar 31, 2024 | SKYLINE ADVISORS, INC. | 0.11% | 86.2K | 1.67M | 1.05K | +1.23% |
| Dec 31, 2023 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.08% | 64.85K | 1.08M | -127.51K | -66.29% |
| Dec 31, 2023 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.09% | 71.54K | 1.2M | 42K | +142.21% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.09% | 73.92K | 1.24M | -267.03K | -78.32% |
| Dec 31, 2023 | FLOW STATE INVESTMENTS, L.P. | 0.1% | 75.88K | 1.27M | 44.59K | +142.56% |
| Dec 31, 2023 | ALPINE GLOBAL MANAGEMENT, LLC | 0.1% | 81.5K | 1.36M | 81.5K | +100.00% |
| Dec 31, 2023 | CLARO ADVISORS LLC | 0.12% | 95.65K | 1.6M | 12.4K | +14.90% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.12% | 97.26K | 1.63M | -51.07K | -34.43% |
| Dec 31, 2023 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.13% | 100K | 1.67M | 100K | +100.00% |
| Dec 31, 2023 | OPPENHEIMER & CO INC | 0.13% | 101.12K | 1.69M | 33.93K | +50.50% |
| Dec 31, 2023 | NEWEDGE WEALTH, LLC | 0.08% | 59.6K | 995.85K | -2.73K | -4.38% |
| Dec 31, 2023 | CAPTRUST FINANCIAL ADVISORS | 0.05% | 42.02K | 702.11K | 42.02K | +100.00% |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.06% | 43.55K | 728K | -2.73K | -5.90% |
| Dec 31, 2023 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.29% | 225.17K | 3.76M | 0 | 0 |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.06% | 48.84K | 816K | 4.34K | +9.75% |
| Dec 31, 2023 | LAZARD ASSET MANAGEMENT LLC | 0.78% | 615.05K | 10.28M | 0 | 0 |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.8% | 627.8K | 10.49M | -71.7K | -10.25% |
| Dec 31, 2023 | 1607 CAPITAL PARTNERS, LLC | 0.94% | 736.19K | 12.3M | 112.14K | +17.97% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.14% | 106.69K | 1.78M | 15.96K | +17.59% |
| Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.15% | 116.6K | 1.95M | -22.59K | -16.23% |
| Dec 31, 2023 | BOOTHBAY FUND MANAGEMENT, LLC | 0.15% | 117.71K | 1.97M | 3.11K | +2.71% |
| Dec 31, 2023 | THOMAS J. HERZFELD ADVISORS, INC. | 0.17% | 131.53K | 2.2M | 57.98K | +78.82% |
| Dec 31, 2023 | MATISSE CAPITAL | 0.17% | 135K | 2.26M | 55K | +68.75% |
| Dec 31, 2023 | 0.11% | 85.15K | 1.42M | 85.15K | +100.00% | |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.21% | 165.15K | 2.76M | -51.16K | -23.65% |
| Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.24% | 191.2K | 3.19M | 22.5K | +13.34% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.26% | 207.67K | 3.47M | -4.98K | -2.34% |
| Dec 31, 2023 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.98% | 770.78K | 12.88M | 770.78K | +100.00% |
| Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.08% | 64.57K | 1.08M | -7.15K | -9.97% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 1.11% | 870.09K | 14.54M | -10.2K | -1.16% |
| Dec 31, 2023 | INVESCO LTD. | 1.29% | 1.02M | 16.99M | 36.41K | +3.71% |
| Dec 31, 2023 | UBS GROUP AG | 1.35% | 1.06M | 17.76M | -257.91K | -19.53% |
| Dec 31, 2023 | KARPUS MANAGEMENT, INC. | 1.73% | 1.36M | 22.74M | 92.82K | +7.32% |
| Dec 31, 2023 | MORGAN STANLEY | 3.9% | 3.07M | 51.27M | -495.31K | -13.90% |
| Dec 31, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 4.53% | 3.56M | 59.47M | 3.09M | +662.13% |
| Dec 31, 2023 | DAKOTA WEALTH MANAGEMENT | 0.05% | 36.27K | 606.07K | 3.14K | +9.46% |
| Dec 31, 2023 | QUANTEDGE CAPITAL PTE LTD | 0.77% | 606.12K | 10.13M | 242.2K | +66.55% |
| Dec 31, 2023 | AQR ARBITRAGE LLC | 0.74% | 584.48K | 9.77M | 332.58K | +132.03% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.72% | 567.98K | 9.49M | 484.36K | +579.19% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.6% | 469.32K | 7.84M | 9.32K | +2.03% |
| Dec 31, 2023 | WEDBUSH SECURITIES INC | 0.56% | 442.65K | 7.4M | 12.44K | +2.89% |
| Dec 31, 2023 | WEISS ASSET MANAGEMENT LP | 0.05% | 38.53K | 643.77K | -55.37K | -58.97% |
| Dec 31, 2023 | MANGROVE PARTNERS | 0.05% | 40.29K | 673.28K | 40.29K | +100.00% |
| Dec 31, 2023 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.06% | 50.55K | 844.64K | 24.75K | +95.96% |
| Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.07% | 56.85K | 949.9K | -14.45K | -20.27% |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0.44% | 344.75K | 5.76M | 209.5K | +154.90% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.42% | 329.07K | 5.5M | 2.15K | +0.66% |
| Dec 31, 2023 | RPO LLC | 0.33% | 261.57K | 4.37M | 6.9K | +2.71% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 36.05K | 602.41K | 3.49K | +10.71% |
| Dec 31, 2023 | WALLEYE CAPITAL LLC | 0.07% | 57.77K | 965.37K | 10.12K | +21.22% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.07% | 58.53K | 978.05K | -1.1K | -1.84% |
Among the BSTZ insiders holding of 0.01% of the stake in company, KIM TONY, Portfolio Manager, holds the largest shares of 210.03K. EGAN CYNTHIA, director, is the second largest BSTZ insider with ownership of 8.97K shares. MINAR STEPHEN THOMAS, Vice President, stands third with possession of 8.07K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| KIM TONY | Portfolio Manager | 210.03K |
| EGAN CYNTHIA | director | 8.97K |
| MINAR STEPHEN THOMAS | Vice President | 8.07K |
| MCCLEMENTS KYLE | Portfolio Manager | 6.21K |
| DIORIO JONATHAN | Vice President | 3K |
| CASTELLANO MICHAEL J | director | 1.25K |
| CAVANAGH RICHARD | director | 500 |
| ROBARDS KAREN P | director | 250 |
| FAIRBAIRN ROBERT W | director | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Feb 10, 2026 | MINAR STEPHEN THOMAS | PURCHASE | 23.14 | 15 | 347.1 | 8.07K |
| Feb 05, 2026 | KIM TONY | PURCHASE | 21.96 | 300 | 6.59K | 210.03K |
| Dec 19, 2025 | FAIRBAIRN ROBERT W | SALE | 22.73 | 1 | 14.7 | 0 |
| Dec 18, 2025 | FAIRBAIRN ROBERT W | SALE | 22.51 | 9.29K | 209.19K | 1 |
| Mar 13, 2025 | KIM TONY | PURCHASE | 18.57 | 27K | 501.39K | 193.53K |
| Jan 22, 2024 | MCCLEMENTS KYLE | PURCHASE | 16.80 | 1K | 16.81K | 6.21K |
| Sep 19, 2023 | KIM TONY | SALE | 16.67 | 22.68K | 378K | 152.27K |
| Jan 11, 2023 | MCCLEMENTS KYLE | PURCHASE | 17.12 | 391 | 6.69K | 4.69K |
| Mar 19, 2021 | KIM TONY | PURCHASE | 34.07 | 22.68K | 772.57K | 132.86K |
| Mar 08, 2021 | DIORIO JONATHAN | PURCHASE | 33.39 | 1K | 33.39K | 3K |
| Mar 02, 2021 | KIM TONY | PURCHASE | 37.40 | 711 | 26.59K | 110.02K |
| Feb 02, 2021 | KIM TONY | PURCHASE | 37.55 | 13.2K | 495.69K | 109.02K |
| Dec 29, 2020 | FAIRBAIRN ROBERT W | PURCHASE | 36.33 | 6.84K | 248.33K | 6.84K |
| Dec 21, 2020 | EGAN CYNTHIA | PURCHASE | 37.32 | 1.56K | 58.26K | 8.97K |
| Apr 07, 2020 | KIM TONY | PURCHASE | 17.33 | 400 | 6.93K | 87.17K |
| Mar 24, 2020 | KIM TONY | PURCHASE | 14.59 | 13.26K | 193.39K | 82.97K |
| Mar 23, 2020 | MCCLEMENTS KYLE | PURCHASE | 12.98 | 560 | 7.27K | 3.45K |
| Mar 18, 2020 | MCCLEMENTS KYLE | PURCHASE | 14.65 | 495 | 7.25K | 495 |
| Mar 18, 2020 | KIM TONY | PURCHASE | 14.80 | 17.25K | 255.3K | 69.72K |
| Feb 24, 2020 | DIORIO JONATHAN | PURCHASE | 20.80 | 2K | 41.6K | 2K |
| Feb 24, 2020 | CAVANAGH RICHARD | PURCHASE | 20.60 | 500 | 10.3K | 500 |
| Feb 05, 2020 | KIM TONY | PURCHASE | 21.81 | 3.58K | 78.07K | 52.29K |
| Feb 04, 2020 | KIM TONY | PURCHASE | 21.48 | 4.71K | 101.19K | 48.71K |
| Jan 16, 2020 | KIM TONY | PURCHASE | 21.50 | 17K | 365.51K | 44K |
| Jun 28, 2019 | EGAN CYNTHIA | PURCHASE | 20.08 | 7.41K | 148.73K | 7.41K |
| Jun 26, 2019 | ROBARDS KAREN P | PURCHASE | 20.02 | 250 | 5K | 250 |
| Jun 25, 2019 | CASTELLANO MICHAEL J | PURCHASE | 20.00 | 1.25K | 25K | 1.25K |
| Jun 25, 2019 | KIM TONY | PURCHASE | 20.00 | 27K | 540K | 27K |