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About 14.62% of CLM shares are held by financial institutions. CREATIVE PLANNING is the top corporate investor, holding 277.11K shares valued at $2.09M. A 0.09% stake in Cornerstone Strategic Value Fund, Inc. is owned by the company. PRIVATE ADVISOR GROUP, LLC owns 62.12K shares valued at $469.60K, which translates its holding of 0.02% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | CREATIVE PLANNING | 0.09% | 277.11K | 2.09M | 74.18K | +36.56% |
| Jun 30, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 62.12K | 469.6K | 7.51K | +13.75% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 0.51% | 1.56M | 11.78M | 202.85K | +14.97% |
| Jun 30, 2026 | WARBERG ASSET MANAGEMENT LLC | 0.6% | 1.84M | 13.88M | 794.65K | +76.27% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 0.85% | 2.59M | 19.55M | 164.58K | +6.80% |
| Jun 30, 2026 | ENCOMPASS MORE ASSET MANAGEMENT | 0.03% | 89.51K | 676.67K | 8.56K | +10.58% |
| Jun 30, 2026 | AE WEALTH MANAGEMENT LLC | 0.03% | 92.71K | 700.87K | 39.54K | +74.37% |
| Jun 30, 2026 | 0.03% | 97.88K | 739.97K | 97.88K | +100.00% | |
| Jun 30, 2026 | HF ADVISORY GROUP, LLC | 0.01% | 25.48K | 192.66K | 985 | +4.02% |
| Jun 30, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 26.33K | 199.04K | 523 | +2.03% |
| Jun 30, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 26.63K | 201.35K | 0 | 0 |
| Jun 30, 2026 | EP WEALTH ADVISORS, LLC | 0.01% | 28.73K | 217.22K | 1 | 0.00% |
| Jun 30, 2026 | BUSKA WEALTH MANAGEMENT, LLC | 0.01% | 30.6K | 231.31K | 1.16K | +3.94% |
| Jun 30, 2026 | MARINER, LLC | 0.01% | 32.45K | 245.31K | 19.32K | +147.23% |
| Jun 30, 2026 | PATHSTONE HOLDINGS, LLC | 0.01% | 33.09K | 250.15K | 0 | 0 |
| Jun 30, 2026 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.01% | 35.06K | 265.07K | -1.74K | -4.74% |
| Jun 30, 2026 | MGO ONE SEVEN LLC | 0.01% | 35.27K | 266.66K | 1.49K | +4.40% |
| Jun 30, 2026 | SEACREST WEALTH MANAGEMENT, LLC | 0.01% | 39.16K | 296.06K | 10.61K | +37.18% |
| Jun 30, 2026 | BLACKROCK, INC. | 0.01% | 41.26K | 311.91K | 0 | 0 |
| Jun 30, 2026 | FIRETHORN WEALTH PARTNERS, LLC | 0.01% | 42.16K | 318.71K | 1.9K | +4.72% |
| Jun 30, 2026 | ONEASCENT FAMILY OFFICE, LLC | 0.02% | 44.27K | 334.67K | 44.27K | +100.00% |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 0.02% | 58.35K | 441.13K | 7.62K | +15.01% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.02% | 59.05K | 446.41K | -6.87K | -10.42% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.02% | 59.47K | 449.57K | 8.68K | +17.10% |
| Jun 30, 2026 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 0.02% | 65.26K | 493.39K | 8K | +13.97% |
| Jun 30, 2026 | STONEX GROUP INC. | 0.05% | 151.92K | 1.15M | -3.2K | -2.07% |
| Jun 30, 2026 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.05% | 158K | 1.19M | 200 | +0.13% |
| Jun 30, 2026 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.1% | 311.4K | 2.35M | 4.68K | +1.53% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.1% | 319.21K | 2.41M | 24.78K | +8.42% |
| Jun 30, 2026 | STRATOS WEALTH PARTNERS, LTD. | 0.11% | 333.99K | 2.52M | -8.52K | -2.49% |
| Jun 30, 2026 | MORGAN STANLEY | 0.18% | 560.24K | 4.24M | -94.7K | -14.46% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.36% | 1.09M | 8.27M | 53.37K | +5.13% |
| Jun 30, 2026 | PFG INVESTMENTS, LLC | 1.48% | 4.49M | 33.97M | 369.89K | +8.97% |
| Jun 30, 2026 | ADVISORY SOLUTIONS GROUP, LLC | 0.03% | 97.88K | 739.97K | 97.88K | +100.00% |
| Jun 30, 2026 | WJ FINANCIAL ADVISORS LLC | 0.17% | 503.99K | 3.81M | 59.08K | +13.28% |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.02% | 51.89K | 392.31K | -328 | -0.63% |
| Jun 30, 2026 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.02% | 54.13K | 409.19K | 5.33K | +10.92% |
| Jun 30, 2026 | CORECAP ADVISORS, LLC | 0.02% | 59.85K | 452.46K | 40.67K | +212.11% |
| Jun 30, 2026 | BENJAMIN EDWARDS INC | 0.02% | 74.41K | 562.5K | 1.82K | +2.51% |
| Jun 30, 2026 | MIRADOR CAPITAL PARTNERS LP | 0.03% | 78.74K | 595.26K | 78.74K | +100.00% |
| Jun 30, 2026 | CREATIVEONE WEALTH, LLC | 0.03% | 79.03K | 597.44K | 2.21K | +2.88% |
| Jun 30, 2026 | XTX TOPCO LTD | 0.03% | 88.6K | 669.84K | 59.94K | +209.07% |
| Jun 30, 2026 | SAVVY ADVISORS, INC. | 0.04% | 107.59K | 813.38K | 100 | +0.09% |
| Jun 30, 2026 | MAREX GROUP PLC | 0.04% | 109.97K | 831.36K | 109.97K | +100.00% |
| Jun 30, 2026 | APTUS CAPITAL ADVISORS, LLC | 0.04% | 110.72K | 837.03K | 2.03K | +1.87% |
| Jun 30, 2026 | ALMITAS CAPITAL LLC | 0.22% | 661.79K | 5M | 219.78K | +49.72% |
| Jun 30, 2026 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.16% | 484.53K | 3.66M | 8.76K | +1.84% |
| Jun 30, 2026 | TORONTO DOMINION BANK | 0.02% | 50K | 378K | -200 | -0.40% |
| Jun 30, 2026 | PROSPERA FINANCIAL SERVICES INC | 0.02% | 54.92K | 415.19K | -31.76K | -36.64% |
| Jun 30, 2026 | INDEPENDENT FINANCIAL GROUP, LLC | 0.04% | 111.9K | 845.98K | 111.9K | +100.00% |
| Jun 30, 2026 | THRIVENT FINANCIAL FOR LUTHERANS | 0.05% | 145.94K | 1.1M | 0 | 0 |
| Jun 30, 2026 | BAIRD FINANCIAL GROUP, INC. | 0.06% | 178.16K | 1.35M | 18.54K | +11.62% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.13% | 388.77K | 2.94M | 11.69K | +3.10% |
| Jun 30, 2026 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.02% | 49.08K | 371.05K | -8.42K | -14.64% |
| Jun 30, 2026 | COHEN & STEERS, INC. | 0.21% | 629.93K | 4.76M | 0 | 0 |
| Jun 30, 2026 | CABLE CAR CAPITAL LLC | 0.42% | 1.27M | 9.63M | 24.11K | +1.93% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.99% | 3.02M | 22.8M | -232.94K | -7.17% |
| Jun 30, 2026 | SCULPTOR CAPITAL LP | 1.09% | 3.33M | 25.14M | 182.11K | +5.79% |
| Jun 30, 2026 | QUARRY LP | 1.14% | 3.48M | 26.28M | -13.03K | -0.37% |
| Jun 30, 2026 | BOOTHBAY FUND MANAGEMENT, LLC | 2.21% | 6.74M | 50.93M | -7.82K | -0.12% |
| Jun 30, 2026 | ALPINE GLOBAL MANAGEMENT, LLC | 2.24% | 6.83M | 51.66M | 19.35K | +0.28% |
| Jun 30, 2026 | COLONY GROUP, LLC | 0.03% | 83.52K | 631.39K | -7.35K | -8.09% |
| Jun 30, 2026 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.04% | 132.99K | 1.01M | 39.01K | +41.51% |
| Jun 30, 2026 | J.W. COLE ADVISORS, INC. | 0.07% | 211.42K | 1.6M | 211.42K | +100.00% |
| Jun 30, 2026 | KOVACK ADVISORS, INC. | 0.08% | 233.41K | 1.76M | 89.13K | +61.77% |
| Mar 31, 2026 | COLONY GROUP, LLC | 0.03% | 90.87K | 661.52K | 80.68K | +791.81% |
| Mar 31, 2026 | PROSPERA FINANCIAL SERVICES INC | 0.03% | 86.67K | 631K | -1.02K | -1.16% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.02% | 65.92K | 479.88K | 5.02K | +8.24% |
| Mar 31, 2026 | EP WEALTH ADVISORS, LLC | 0.01% | 28.73K | 209.17K | 0 | 0 |
| Mar 31, 2026 | BUSKA WEALTH MANAGEMENT, LLC | 0.01% | 29.44K | 214.28K | 802 | +2.80% |
| Mar 31, 2026 | PATHSTONE HOLDINGS, LLC | 0.01% | 33.09K | 240.89K | 0 | 0 |
| Mar 31, 2026 | MGO ONE SEVEN LLC | 0.01% | 33.79K | 245.97K | -1.68K | -4.75% |
| Mar 31, 2026 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.01% | 36.81K | 267.94K | 17.35K | +89.14% |
| Mar 31, 2026 | THRIVENT FINANCIAL FOR LUTHERANS | 0.05% | 145.94K | 1.06M | 0 | 0 |
| Mar 31, 2026 | STONEX GROUP INC. | 0.05% | 155.12K | 1.13M | 12.18K | +8.52% |
| Mar 31, 2026 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.06% | 157.8K | 1.15M | 21.05K | +15.39% |
| Mar 31, 2026 | BOOTHBAY FUND MANAGEMENT, LLC | 2.35% | 6.74M | 49.1M | 5.46M | +424.73% |
| Mar 31, 2026 | ALPINE GLOBAL MANAGEMENT, LLC | 2.37% | 6.81M | 49.61M | 5.67M | +497.85% |
| Mar 31, 2026 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 0.02% | 57.26K | 416.98K | 5.18K | +9.95% |
| Mar 31, 2026 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.02% | 57.5K | 418.57K | 57.5K | +100.00% |
| Mar 31, 2026 | BENJAMIN EDWARDS INC | 0.03% | 72.59K | 528.42K | -5.15K | -6.62% |
| Mar 31, 2026 | AE WEALTH MANAGEMENT LLC | 0.02% | 53.17K | 387.06K | -18.74K | -26.06% |
| Mar 31, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 54.61K | 397.55K | 626 | +1.16% |
| Mar 31, 2026 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.02% | 48.8K | 355.25K | 4.05K | +9.06% |
| Mar 31, 2026 | SIT INVESTMENT ASSOCIATES INC | 0.06% | 158.04K | 1.15M | -4.48M | -96.59% |
| Mar 31, 2026 | TORONTO DOMINION BANK | 0.02% | 50.2K | 365.46K | 200 | +0.40% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.02% | 50.78K | 369.7K | 507 | +1.01% |
| Mar 31, 2026 | BAIRD FINANCIAL GROUP, INC. | 0.06% | 159.61K | 1.16M | -747 | -0.47% |
| Mar 31, 2026 | CREATIVE PLANNING | 0.07% | 202.93K | 1.48M | 24.84K | +13.95% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.1% | 294.43K | 2.14M | 9.87K | +3.47% |
| Mar 31, 2026 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.11% | 306.71K | 2.23M | -180.5K | -37.05% |
| Mar 31, 2026 | STRATOS WEALTH PARTNERS, LTD. | 0.12% | 342.51K | 2.49M | -283.57K | -45.29% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.13% | 377.08K | 2.75M | 9.61K | +2.62% |
| Mar 31, 2026 | ALMITAS CAPITAL LLC | 0.15% | 442.01K | 3.22M | 442.01K | +100.00% |
| Mar 31, 2026 | 0.16% | 444.92K | 3.24M | 181.9K | +69.16% | |
| Mar 31, 2026 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.17% | 475.77K | 3.46M | 10.2K | +2.19% |
| Mar 31, 2026 | COHEN & STEERS, INC. | 0.22% | 629.93K | 4.59M | -25K | -3.82% |
| Mar 31, 2026 | BLACKROCK, INC. | 0.01% | 41.26K | 300.36K | 0 | 0 |
| Mar 31, 2026 | FIRETHORN WEALTH PARTNERS, LLC | 0.01% | 40.26K | 293.06K | 20.49K | +103.70% |
| Mar 31, 2026 | KOVACK ADVISORS, INC. | 0.05% | 144.29K | 1.08M | -66.92K | -31.69% |
| Mar 31, 2026 | APTUS CAPITAL ADVISORS, LLC | 0.04% | 108.69K | 791.24K | -93.06K | -46.13% |
| Mar 31, 2026 | MORGAN STANLEY | 0.23% | 654.94K | 4.77M | 96.06K | +17.19% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.36% | 1.04M | 7.57M | 478.35K | +85.18% |
| Mar 31, 2026 | WARBERG ASSET MANAGEMENT LLC | 0.36% | 1.04M | 7.59M | 1.04M | +100.00% |
| Mar 31, 2026 | CABLE CAR CAPITAL LLC | 0.44% | 1.25M | 9.75M | 588.32K | +88.91% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.02% | 50.73K | 369.34K | 3.88K | +8.27% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.02% | 52.22K | 380.16K | 18.38K | +54.31% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.47% | 1.36M | 9.87M | 155.13K | +12.93% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.84% | 2.42M | 17.63M | 619.21K | +34.36% |
| Mar 31, 2026 | SCULPTOR CAPITAL LP | 1.1% | 3.14M | 22.89M | 175.85K | +5.93% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 1.13% | 3.25M | 23.65M | -122.13K | -3.62% |
| Mar 31, 2026 | QUARRY LP | 1.22% | 3.49M | 25.4M | 2.25M | +182.46% |
| Mar 31, 2026 | PFG INVESTMENTS, LLC | 1.44% | 4.12M | 30.02M | 1.13M | +37.53% |
| Mar 31, 2026 | INDEPENDENT ADVISOR ALLIANCE | 0.01% | 37.07K | 269.89K | 37.07K | +100.00% |
| Mar 31, 2026 | CREATIVEONE WEALTH, LLC | 0.03% | 76.81K | 559.2K | 625 | +0.82% |
| Mar 31, 2026 | ENCOMPASS MORE ASSET MANAGEMENT | 0.03% | 80.95K | 589.29K | -27 | -0.03% |
| Mar 31, 2026 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.03% | 93.98K | 684.19K | 2.87K | +3.15% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 99.68K | 725.69K | 11.81K | +13.43% |
| Mar 31, 2026 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.01% | 23.33K | 169.86K | 13.33K | +133.33% |
| Mar 31, 2026 | PASADENA PRIVATE WEALTH, LLC | 0.01% | 23.66K | 172.25K | 3.2K | +15.66% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 24.02K | 176.33K | -10.02K | -29.43% |
| Mar 31, 2026 | HF ADVISORY GROUP, LLC | 0.01% | 24.5K | 178.35K | 924 | +3.92% |
| Mar 31, 2026 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.01% | 24.94K | 186.3K | -492 | -1.93% |
| Mar 31, 2026 | NBC SECURITIES, INC. | 0.01% | 25.21K | 183.49K | 6.75K | +36.58% |
| Mar 31, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 25.81K | 187.86K | 896 | +3.60% |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 26.63K | 193.9K | 0 | 0 |
| Mar 31, 2026 | SEACREST WEALTH MANAGEMENT, LLC | 0.01% | 28.55K | 207.82K | -1.38K | -4.60% |
| Mar 31, 2026 | SAVVY ADVISORS, INC. | 0.04% | 107.49K | 782.53K | -1.27K | -1.17% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.03% | 91.95K | 669.41K | -88.33K | -49.00% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 34.04K | 287.97K | 4.89K | +16.78% |
| Dec 31, 2025 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.01% | 25.43K | 211.09K | -804 | -3.06% |
| Dec 31, 2025 | SANCTUARY ADVISORS, LLC | 0.01% | 19.62K | 163.98K | 715 | +3.78% |
| Dec 31, 2025 | SAVVY ADVISORS, INC. | 0.04% | 108.76K | 909.23K | 108.76K | +100.00% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.21% | 3.37M | 28.18M | -113.52K | -3.26% |
| Dec 31, 2025 | QUARRY LP | 0.44% | 1.24M | 10.33M | 962.97K | +353.60% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.43% | 1.2M | 10.03M | 133.16K | +12.48% |
| Dec 31, 2025 | CABLE CAR CAPITAL LLC | 0.24% | 661.68K | 5.53M | 69 | +0.01% |
| Dec 31, 2025 | COHEN & STEERS, INC. | 0.23% | 654.93K | 5.48M | -15K | -2.24% |
| Dec 31, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.22% | 626.09K | 5.23M | 117.61K | +23.13% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.2% | 561.58K | 4.7M | 36.31K | +6.91% |
| Dec 31, 2025 | KOVACK ADVISORS, INC. | 0.08% | 211.21K | 1.77M | 211.21K | +100.00% |
| Dec 31, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.01% | 29.92K | 252.54K | -568 | -1.86% |
| Dec 31, 2025 | BOOTHBAY FUND MANAGEMENT, LLC | 0.46% | 1.29M | 10.75M | -5.12M | -79.94% |
| Dec 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 1.66% | 4.64M | 38.79M | -1.34M | -22.37% |
| Dec 31, 2025 | 0.09% | 263.02K | 2.2M | 112.12K | +74.30% | |
| Dec 31, 2025 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 0.01% | 34.91K | 291.87K | 0 | 0 |
| Dec 31, 2025 | ALPINE GLOBAL MANAGEMENT, LLC | 0.41% | 1.14M | 9.53M | -5.85M | -83.70% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.01% | 33.84K | 282.91K | 653 | +1.97% |
| Dec 31, 2025 | ONEASCENT FAMILY OFFICE, LLC | 0.01% | 34K | 284.24K | 0 | 0 |
| Dec 31, 2025 | MGO ONE SEVEN LLC | 0.01% | 35.47K | 296.54K | 88 | +0.25% |
| Dec 31, 2025 | BLACKROCK, INC. | 0.01% | 41.26K | 344.92K | 12.05K | +41.28% |
| Dec 31, 2025 | CORECAP ADVISORS, LLC | 0.02% | 42.4K | 354.46K | 767 | +1.84% |
| Dec 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.05% | 145.94K | 1.22M | 0 | 0 |
| Dec 31, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.06% | 160.36K | 1.34M | 43.98K | +37.79% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.06% | 180.28K | 1.51M | 112.74K | +166.93% |
| Dec 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.07% | 201.75K | 1.69M | 2.68K | +1.35% |
| Dec 31, 2025 | J.W. COLE ADVISORS, INC. | 0.08% | 219.64K | 1.81M | -4.52K | -2.01% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.13% | 367.47K | 3.07M | 21.89K | +6.33% |
| Dec 31, 2025 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.17% | 487.21K | 4.07M | -534.45K | -52.31% |
| Dec 31, 2025 | MORGAN STANLEY | 0.2% | 558.88K | 4.67M | 57.97K | +11.57% |
| Dec 31, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.02% | 44.75K | 374.08K | 5.8K | +14.89% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.02% | 46.86K | 391.74K | -3.67K | -7.27% |
| Dec 31, 2025 | PFG INVESTMENTS, LLC | 1.07% | 3M | 25.06M | 2.96M | +7,582.94% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.02% | 50.28K | 420.31K | 4.84K | +10.66% |
| Dec 31, 2025 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 0.02% | 52.08K | 435.53K | 2.84K | +5.77% |
| Dec 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 53.98K | 451.29K | 3.01K | +5.91% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.02% | 60.9K | 509.13K | -7.87K | -11.44% |
| Dec 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.03% | 71.9K | 601.11K | 4.29K | +6.34% |
| Dec 31, 2025 | CREATIVEONE WEALTH, LLC | 0.03% | 76.19K | 636.94K | 7.11K | +10.29% |
| Dec 31, 2025 | BENJAMIN EDWARDS INC | 0.03% | 77.74K | 649.85K | -12.1K | -13.47% |
| Dec 31, 2025 | TORONTO DOMINION BANK | 0.02% | 50K | 418K | 0 | 0 |
| Dec 31, 2025 | CREATIVE PLANNING | 0.06% | 178.09K | 1.49M | -20.86K | -10.48% |
| Dec 31, 2025 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.17% | 465.56K | 3.89M | 10.66K | +2.34% |
| Dec 31, 2025 | STONEX GROUP INC. | 0.05% | 142.95K | 1.2M | -16.13K | -10.14% |
| Dec 31, 2025 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.05% | 136.75K | 1.14M | 3K | +2.24% |
| Dec 31, 2025 | ENCOMPASS MORE ASSET MANAGEMENT | 0.03% | 80.97K | 676.93K | -2.85K | -3.40% |
| Dec 31, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.03% | 87.69K | 733.12K | 5.03K | +6.08% |
| Dec 31, 2025 | BUSKA WEALTH MANAGEMENT, LLC | 0.01% | 28.63K | 239.37K | 316 | +1.12% |
| Dec 31, 2025 | EP WEALTH ADVISORS, LLC | 0.01% | 28.73K | 240.2M | 28.73K | +100.00% |
| Dec 31, 2025 | PATHSTONE HOLDINGS, LLC | 0.01% | 33.09K | 276.62K | 12.08K | +57.48% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 87.88K | 734.65K | 47.92K | +119.90% |
| Dec 31, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.03% | 91.11K | 761.67K | 7.67K | +9.20% |
| Dec 31, 2025 | FIRETHORN WEALTH PARTNERS, LLC | 0.01% | 19.76K | 165.21K | 1.84K | +10.25% |
| Dec 31, 2025 | PASADENA PRIVATE WEALTH, LLC | 0.01% | 20.46K | 171.02K | 6.34K | +44.94% |
| Dec 31, 2025 | MARINER, LLC | 0.01% | 20.89K | 174.64K | 7.2K | +52.55% |
| Dec 31, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.01% | 21.4K | 178.9K | 0 | 0 |
| Dec 31, 2025 | HF ADVISORY GROUP, LLC | 0.01% | 23.58K | 197.09K | 830 | +3.65% |
| Dec 31, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 24.91K | 208.24K | -1.85K | -6.90% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.1% | 284.56K | 2.38M | 28.41K | +11.09% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.65% | 1.8M | 15.07M | 350.08K | +24.11% |
| Dec 31, 2025 | SCULPTOR CAPITAL LP | 1.06% | 2.97M | 24.81M | 155.29K | +5.52% |
| Dec 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.01% | 19.65K | 6.9K | 19.65K | +100.00% |
| Sep 30, 2025 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.01% | 26.24K | 217.23K | -115 | -0.44% |
| Sep 30, 2025 | REDHAWK WEALTH ADVISORS, INC. | 0.01% | 24.75K | 204.97K | 1.08K | +4.54% |
| Sep 30, 2025 | UBS GROUP AG | 0.01% | 23.39K | 193.67K | 196 | +0.85% |
| Sep 30, 2025 | HF ADVISORY GROUP, LLC | 0.01% | 22.75K | 188.33K | 806 | +3.67% |
| Sep 30, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.01% | 21.4K | 177.19K | 0 | 0 |
| Sep 30, 2025 | VANTAGE FINANCIAL PARTNERS, LLC | 0.01% | 21.28K | 176.16K | -162 | -0.76% |
| Sep 30, 2025 | PATHSTONE HOLDINGS, LLC | 0.01% | 21.01K | 173.98K | 0 | 0 |
| Sep 30, 2025 | EVOLUTION WEALTH MANAGEMENT INC. | 0.01% | 19.43K | 160.84K | 0 | 0 |
| Sep 30, 2025 | FIRETHORN WEALTH PARTNERS, LLC | 0.01% | 17.93K | 148.42M | 17.93K | +100.00% |
| Sep 30, 2025 | BECKER CAPITAL MANAGEMENT INC | 0.01% | 17.63K | 145.98K | 17.63K | +100.00% |
| Sep 30, 2025 | WEDBUSH SECURITIES INC | 0.01% | 17.15K | 142K | 3.3K | +23.83% |
| Sep 30, 2025 | CAPITAL CS GROUP, LLC | 0.01% | 16.29K | 134.85K | -6.28K | -27.83% |
| Sep 30, 2025 | MONEY CONCEPTS CAPITAL CORP | 0.01% | 15.9K | 131.66K | 15.9K | +100.00% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.52% | 1.45M | 12.02M | 89.94K | +6.60% |
| Sep 30, 2025 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.37% | 1.02M | 8.46M | -176.12K | -14.70% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 525.27K | 4.35M | 26.42K | +5.30% |
| Sep 30, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.18% | 508.48K | 4.21M | -40K | -7.29% |
| Sep 30, 2025 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.16% | 454.9K | 3.77M | 3.68K | +0.81% |
| Sep 30, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.03% | 83.44K | 690.85K | 1.69K | +2.07% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.02% | 68.77K | 569.41K | 9.27K | +15.58% |
| Sep 30, 2025 | AMERIFLEX GROUP, INC. | 0.02% | 64.6K | 534.89K | 64.6K | +100.00% |
| Sep 30, 2025 | MGO ONE SEVEN LLC | 0.01% | 35.38K | 292.98K | 83 | +0.24% |
| Sep 30, 2025 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 0.01% | 34.91K | 289.08K | 34.91K | +100.00% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.02% | 67.54K | 559.23K | 2.54K | +3.90% |
| Sep 30, 2025 | 0.05% | 150.9K | 1.25M | 150.9K | +100.00% | |
| Sep 30, 2025 | ONEASCENT FAMILY OFFICE, LLC | 0.01% | 34K | 281.52K | 34K | +100.00% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.01% | 33.19K | 274.79K | -1.26K | -3.65% |
| Sep 30, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.03% | 82.67K | 684.5K | 11.94K | +16.88% |
| Sep 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 50.97K | 422.05K | -709 | -1.37% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.02% | 50.53K | 418.4K | 3.32K | +7.02% |
| Sep 30, 2025 | TORONTO DOMINION BANK | 0.02% | 50K | 414K | 0 | 0 |
| Sep 30, 2025 | CORECAP ADVISORS, LLC | 0.01% | 41.63K | 344.72K | -10.32K | -19.87% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 39.96K | 330.89K | 11.8K | +41.91% |
| Sep 30, 2025 | PFG INVESTMENTS, LLC | 0.01% | 39.02K | 323.08K | 1.7K | +4.56% |
| Sep 30, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.01% | 38.95K | 322.48K | -2.6K | -6.25% |
| Sep 30, 2025 | ALPINE GLOBAL MANAGEMENT, LLC | 2.51% | 6.99M | 57.91M | 380.99K | +5.76% |
| Sep 30, 2025 | BOOTHBAY FUND MANAGEMENT, LLC | 2.3% | 6.41M | 53.06M | 272.62K | +4.44% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.25% | 3.48M | 28.37M | -8.88K | -0.25% |
| Sep 30, 2025 | SCULPTOR CAPITAL LP | 1.01% | 2.81M | 23.29M | 145.88K | +5.47% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.38% | 1.07M | 8.84M | 456.5K | +74.76% |
| Sep 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.36% | 1.01M | 8.37M | -792.08K | -43.92% |
| Sep 30, 2025 | COHEN & STEERS, INC. | 0.24% | 669.93K | 5.55M | -65K | -8.84% |
| Sep 30, 2025 | CABLE CAR CAPITAL LLC | 0.24% | 661.61K | 5.48M | -211 | -0.03% |
| Sep 30, 2025 | MORGAN STANLEY | 0.18% | 500.9K | 4.15M | -7.14K | -1.41% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.01% | 29.2K | 241.81K | -53.94K | -64.88% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.09% | 256.15K | 2.12M | 4.41K | +1.75% |
| Sep 30, 2025 | J.W. COLE ADVISORS, INC. | 0.08% | 224.15K | 1.86M | 18.22K | +8.85% |
| Sep 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.07% | 199.07K | 1.65M | -18.84K | -8.65% |
| Sep 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.05% | 145.94K | 1.21M | 0 | 0 |
| Sep 30, 2025 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.05% | 133.75K | 1.11M | 25.33K | +23.36% |
| Sep 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.04% | 116.38K | 963.63K | 24.98K | +27.33% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.12% | 345.58K | 2.86M | -5.85K | -1.67% |
| Sep 30, 2025 | QUARRY LP | 0.1% | 272.34K | 2.25M | -234.66K | -46.28% |
| Sep 30, 2025 | CREATIVE PLANNING | 0.07% | 198.94K | 1.65M | 77.97K | +64.45% |
| Sep 30, 2025 | STONEX GROUP INC. | 0.06% | 159.08K | 1.32M | 25.13K | +18.76% |
| Sep 30, 2025 | CREATIVEONE WEALTH, LLC | 0.02% | 69.08K | 571.98K | 29.97K | +76.62% |
| Sep 30, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.01% | 30.49K | 258.56K | 6.55K | +27.37% |
| Sep 30, 2025 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 0.02% | 49.24K | 407.71K | -12.47K | -20.20% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.02% | 45.43K | 376.18K | 220 | +0.49% |
| Sep 30, 2025 | BENJAMIN EDWARDS INC | 0.03% | 89.83K | 743.79K | -19.68K | -17.97% |
| Sep 30, 2025 | ENCOMPASS MORE ASSET MANAGEMENT | 0.03% | 83.83K | 694.08K | 3.51K | +4.37% |
| Sep 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.02% | 67.62K | 559.87K | 17.45K | +34.79% |
| Sep 30, 2025 | STRATEGIC FINANCIAL CONCEPTS, LLC | 0.02% | 66.2K | 548.14K | 1.5K | +2.32% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 2.14% | 5.98M | 49.49M | 246.27K | +4.30% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 29.15K | 244.56K | -1.95K | -6.27% |
| Sep 30, 2025 | BUSKA WEALTH MANAGEMENT, LLC | 0.01% | 28.32K | 234.46K | 10.3K | +57.17% |
| Sep 30, 2025 | FISHER ASSET MANAGEMENT, LLC | 0.01% | 25.6K | 212.01K | 25.6K | +100.00% |
| Jun 30, 2025 | CORECAP ADVISORS, LLC | 0.02% | 51.96K | 421.88K | 9.94K | +23.66% |
| Jun 30, 2025 | ALPINE GLOBAL MANAGEMENT, LLC | 2.76% | 6.61M | 53.7M | 336.52K | +5.36% |
| Jun 30, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.01% | 21.4K | 173.77K | -600 | -2.73% |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0.01% | 19.87K | 161.3K | 1.26K | +6.75% |
| Jun 30, 2025 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.01% | 19.13K | 155.3K | 9.13K | +91.26% |
| Jun 30, 2025 | NBC SECURITIES, INC. | 0.01% | 18.46K | 149 | 0 | 0 |
| Jun 30, 2025 | BUSKA WEALTH MANAGEMENT, LLC | 0.01% | 18.02K | 146.3K | 1.5K | +9.07% |
| Jun 30, 2025 | CHOREO, LLC | 0.01% | 14.97K | 121.55K | 14.97K | +100.00% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 14.46K | 117.44K | 13.84K | +2,228.99% |
| Jun 30, 2025 | CLARITY CAPITAL PARTNERS LLC | 0.01% | 14.09K | 114.4K | -52.1K | -78.71% |
| Jun 30, 2025 | PASADENA PRIVATE WEALTH, LLC | 0.01% | 13.95K | 113.24K | 2.34K | +20.18% |
| Jun 30, 2025 | BLUECHIP WEALTH ADVISORS LLC | 0.01% | 13.5K | 109.6K | 409 | +3.13% |
| Jun 30, 2025 | DAVENPORT & CO LLC | 0.01% | 12.77K | 103.72K | 0 | 0 |
| Jun 30, 2025 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.01% | 12.14K | 98.55K | 12.14K | +100.00% |
| Jun 30, 2025 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 0% | 11.45K | 92.96K | 833 | +7.85% |
| Jun 30, 2025 | HARBOR INVESTMENT ADVISORY, LLC | 0% | 11.2K | 90.98K | 0 | 0 |
| Jun 30, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0% | 10.26K | 83.31K | 10.26K | +100.00% |
| Jun 30, 2025 | SONORA INVESTMENT MANAGEMENT GROUP, LLC | 0% | 10.14K | 82.3K | 0 | 0 |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.25% | 610.59K | 4.96M | 105.46K | +20.88% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.02% | 37.93K | 307.98M | -11.97K | -23.98% |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 2.39% | 5.73M | 46.53M | 5.7M | +16,273.65% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.46% | 3.49M | 28.37M | 791.58K | +29.30% |
| Jun 30, 2025 | SCULPTOR CAPITAL LP | 1.11% | 2.67M | 21.65M | 2.67M | +100.00% |
| Jun 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.06% | 145.94K | 1.19M | 45.49K | +45.28% |
| Jun 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.04% | 91.4K | 742.14K | -1.25K | -1.35% |
| Jun 30, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.03% | 70.73K | 574.31K | 7.16K | +11.27% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.03% | 65.01K | 527.84K | 29.29K | +82.02% |
| Jun 30, 2025 | BOOTHBAY FUND MANAGEMENT, LLC | 2.56% | 6.14M | 49.82M | 235.38K | +3.99% |
| Jun 30, 2025 | HF ADVISORY GROUP, LLC | 0.01% | 21.94K | 178.14K | 836 | +3.96% |
| Jun 30, 2025 | SUMMIT FINANCIAL, LLC | 0.01% | 21.63K | 175.61K | 21.63K | +100.00% |
| Jun 30, 2025 | MORGAN STANLEY | 0.21% | 508.04K | 4.13B | 54.87K | +12.11% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.03% | 83.14K | 675.13K | 36.7K | +79.03% |
| Jun 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 51.68K | 419.65K | 646 | +1.27% |
| Jun 30, 2025 | FMR LLC | 0.02% | 39.67K | 322.14K | 39.63K | +90,065.91% |
| Jun 30, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.51% | 1.23M | 9.98M | 1.23M | +100.00% |
| Jun 30, 2025 | MGO ONE SEVEN LLC | 0.01% | 35.3K | 286.64K | 10.58K | +42.82% |
| Jun 30, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.01% | 32.53K | 268.22K | -171.25K | -84.04% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 31.1K | 256.26K | 13.19K | +73.68% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.01% | 29.87K | 242.51K | 6.87K | +29.85% |
| Jun 30, 2025 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.01% | 26.35K | 213.18K | -4.81K | -15.44% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 25.7K | 208.7K | -1.4K | -5.17% |
| Jun 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 24.3K | 197.29K | 4.02K | +19.81% |
| Jun 30, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.01% | 23.94K | 194.38K | 5.03K | +26.61% |
| Jun 30, 2025 | REDHAWK WEALTH ADVISORS, INC. | 0.01% | 23.68K | 192.27K | 1.11K | +4.94% |
| Jun 30, 2025 | CAPITAL CS GROUP, LLC | 0.01% | 22.57K | 183.25K | 5.01K | +28.56% |
| Jun 30, 2025 | CABLE CAR CAPITAL LLC | 0.28% | 661.83K | 5.37M | -707 | -0.11% |
| Jun 30, 2025 | QUARRY LP | 0.21% | 507K | 4.12M | 494.98K | +4,118.64% |
| Jun 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.75% | 1.8M | 14.64M | 1.8M | +100.00% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.57% | 1.36M | 11.06M | 249.04K | +22.37% |
| Jun 30, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.23% | 548.48K | 4.45M | 182.14K | +49.72% |
| Jun 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.02% | 50.16K | 407.33K | 50.16K | +100.00% |
| Jun 30, 2025 | TORONTO DOMINION BANK | 0.02% | 50K | 406K | 50K | +100.00% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.02% | 47.22K | 383.38K | 5.3K | +12.64% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.02% | 45.21K | 367.12K | -6.34K | -12.29% |
| Jun 30, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.02% | 41.55K | 337.35K | 2.1K | +5.33% |
| Jun 30, 2025 | CREATIVEONE WEALTH, LLC | 0.02% | 39.11K | 317.59K | 39.11K | +100.00% |
| Jun 30, 2025 | PFG INVESTMENTS, LLC | 0.02% | 37.32K | 303.03K | -13.32K | -26.30% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.01% | 34.45K | 279.71K | 18.78K | +119.88% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.21% | 498.85K | 4.05M | -23.11K | -4.43% |
| Jun 30, 2025 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.19% | 451.23K | 3.66M | 14.27K | +3.27% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.15% | 351.43K | 2.85M | 40.76K | +13.12% |
| Jun 30, 2025 | URSA FUND MANAGEMENT, LLC | 0.11% | 275K | 2.23M | 250K | +1,000.00% |
| Jun 30, 2025 | US BANCORP \DE\ | 0.11% | 256.51K | 2.08M | 0 | 0 |
| Jun 30, 2025 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.05% | 108.43K | 880.42K | 0 | 0 |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.1% | 251.74K | 2.04M | 1.28K | +0.51% |
| Jun 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.09% | 217.91K | 1.77M | 2.86K | +1.33% |
| Jun 30, 2025 | J.W. COLE ADVISORS, INC. | 0.09% | 205.93K | 1.67M | 40.02K | +24.12% |
| Jun 30, 2025 | STONEX GROUP INC. | 0.06% | 133.95K | 1.09M | 41.9K | +45.52% |
| Jun 30, 2025 | CREATIVE PLANNING | 0.05% | 120.97K | 982.31K | 25.63K | +26.88% |
| Jun 30, 2025 | 0.05% | 108.43K | 880.42K | 0 | 0 | |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.04% | 83.9K | 681.26K | 83.9K | +100.00% |
| Jun 30, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.03% | 81.74K | 663.75K | 10.77K | +15.17% |
| Jun 30, 2025 | ENCOMPASS MORE ASSET MANAGEMENT | 0.03% | 80.32K | 652.18K | 3.75K | +4.89% |
| Jun 30, 2025 | STRATEGIC FINANCIAL CONCEPTS, LLC | 0.03% | 64.7K | 525.36K | -7.4K | -10.26% |
| Jun 30, 2025 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.5% | 1.2M | 9.73M | 535.01K | +80.72% |
| Jun 30, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.45% | 1.07M | 8.73M | 986.07K | +1,109.29% |
| Jun 30, 2025 | COHEN & STEERS, INC. | 0.31% | 734.93K | 5.97M | 127.73K | +21.04% |
| Jun 30, 2025 | BENJAMIN EDWARDS INC | 0.05% | 109.51K | 889.23K | -13.06K | -10.65% |
| Jun 30, 2025 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 0.03% | 61.71K | 501.21K | 10.95K | +21.56% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.02% | 59.5K | 483.11K | -46.63K | -43.94% |
| Mar 31, 2025 | CREATIVE PLANNING | 0.04% | 95.35K | 708.43K | 17.86K | +23.05% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.04% | 100.7K | 748.17K | -3.05K | -2.94% |
| Mar 31, 2025 | ENCOMPASS MORE ASSET MANAGEMENT | 0.03% | 76.57K | 568.92K | 819 | +1.08% |
| Mar 31, 2025 | 0.03% | 71.6K | 531.99K | -19.5K | -21.41% | |
| Mar 31, 2025 | CLARITY CAPITAL PARTNERS LLC | 0.03% | 66.19K | 491.79K | 21.96K | +49.66% |
| Mar 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.04% | 100.45K | 747K | -14K | -12.23% |
| Mar 31, 2025 | BENJAMIN EDWARDS INC | 0.05% | 122.57K | 910.69K | -35.12K | -22.27% |
| Mar 31, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.03% | 70.98K | 527.35K | -19.39K | -21.46% |
| Mar 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.09% | 215.05K | 1.6M | 2.56K | +1.20% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.21% | 521.96K | 3.88M | 114.3K | +28.04% |
| Mar 31, 2025 | COHEN & STEERS, INC. | 0.25% | 607.2K | 4.51M | 0 | 0 |
| Mar 31, 2025 | TABOR ASSET MANAGEMENT, LP | 0.27% | 662.76K | 4.92M | 662.76K | +100.00% |
| Mar 31, 2025 | VIRTU FINANCIAL LLC | 0.06% | 148.33K | 1.1M | 121.27K | +448.17% |
| Mar 31, 2025 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.27% | 662.76K | 4.92M | 628.59K | +1,839.43% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.01% | 35.71K | 265.36K | 35.71K | +100.00% |
| Mar 31, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.02% | 39.44K | 293.06K | -2.31K | -5.53% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.02% | 49.9K | 370.73K | 1.15K | +2.36% |
| Mar 31, 2025 | PFG INVESTMENTS, LLC | 0.02% | 50.64K | 376.23K | -339 | -0.67% |
| Mar 31, 2025 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 0.02% | 50.76K | 377.32K | -863 | -1.67% |
| Mar 31, 2025 | BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 0.02% | 52.16K | 387.55K | 52.16K | +100.00% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.02% | 41.92K | 311.43K | -203 | -0.48% |
| Mar 31, 2025 | CORECAP ADVISORS, LLC | 0.02% | 42.01K | 312.17K | -6.14K | -12.75% |
| Mar 31, 2025 | GRIMES & COMPANY, INC. | 0.02% | 44.89K | 333.5K | 2.09K | +4.88% |
| Mar 31, 2025 | BLACKROCK, INC. | 0.02% | 46.44K | 345.06K | 46.44K | +100.00% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.04% | 106.13K | 788.54K | -12.86K | -10.81% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.1% | 250.47K | 1.86M | 3.15K | +1.28% |
| Mar 31, 2025 | US BANCORP \DE\ | 0.11% | 256.51K | 1.91M | 256.47K | +732,771.43% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.13% | 310.67K | 2.31M | -1.03K | -0.33% |
| Mar 31, 2025 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.18% | 436.96K | 3.25M | 2.28K | +0.52% |
| Mar 31, 2025 | MORGAN STANLEY | 0.19% | 453.18K | 3.37M | 11.42K | +2.59% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.21% | 505.12K | 3.75M | 225.82K | +80.85% |
| Mar 31, 2025 | UBS GROUP AG | 0.02% | 53.36K | 396.46K | -4.59K | -7.92% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.46% | 1.11M | 8.27M | -193.23K | -14.79% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.78% | 1.9M | 14.14M | 1.71M | +861.54% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.11% | 2.7M | 20.08M | 318.67K | +13.37% |
| Mar 31, 2025 | BOOTHBAY FUND MANAGEMENT, LLC | 2.43% | 5.9M | 43.84M | -3.23K | -0.05% |
| Mar 31, 2025 | ALPINE GLOBAL MANAGEMENT, LLC | 2.58% | 6.28M | 46.63M | -25.48K | -0.40% |
| Mar 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 51.04K | 379.19K | -1.87K | -3.54% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.02% | 51.55K | 383.01K | 3.9K | +8.18% |
| Mar 31, 2025 | CABLE CAR CAPITAL LLC | 0.27% | 662.53K | 4.92B | 2.63K | +0.40% |
| Mar 31, 2025 | STRATEGIC FINANCIAL CONCEPTS, LLC | 0.03% | 72.1K | 535.7K | -2.55K | -3.42% |
| Mar 31, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.15% | 366.33K | 2.72M | 330.2K | +913.68% |
| Mar 31, 2025 | J.W. COLE ADVISORS, INC. | 0.07% | 165.91K | 1.23M | 33.07K | +24.90% |
| Mar 31, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.08% | 203.78K | 1.52M | -4.94K | -2.37% |
| Mar 31, 2025 | IEQ CAPITAL, LLC | 0.02% | 54.54K | 405.2K | 54.54K | +100.00% |
| Mar 31, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.03% | 63.56K | 472.29K | 7.67K | +13.73% |
| Mar 31, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.04% | 88.89K | 660.47K | -82.96K | -48.27% |
| Mar 31, 2025 | STONEX GROUP INC. | 0.04% | 92.05K | 683.91K | 7.72K | +9.16% |
| Mar 31, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.04% | 92.65K | 688.36K | -78.83K | -45.97% |
| Mar 31, 2024 | THOMAS J. HERZFELD ADVISORS, INC. | 0.56% | 1.23M | 9.28M | 53.38K | +4.52% |
| Mar 31, 2024 | KARPUS MANAGEMENT, INC. | 0.88% | 1.94M | 14.62M | 1.34M | +224.13% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 17.46K | 131.29K | 2.74K | +18.59% |
| Mar 31, 2024 | REDHAWK WEALTH ADVISORS, INC. | 0.01% | 17.66K | 132.83K | 17.66K | +100.00% |
| Mar 31, 2024 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.2% | 435.11K | 3.27M | 253.63K | +139.75% |
| Mar 31, 2024 | QUARRY LP | 0.21% | 457.19K | 3.44M | 125.08K | +37.66% |
| Mar 31, 2024 | CABLE CAR CAPITAL LLC | 0.3% | 660K | 4.96M | -1.83K | -0.28% |
| Mar 31, 2024 | LOGAN STONE CAPITAL, LLC | 0.32% | 703.12K | 5.29M | 703.12K | +100.00% |
| Mar 31, 2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.04% | 2.32M | 17.45M | 2.15M | +1,278.60% |
| Mar 31, 2024 | BOOTHBAY FUND MANAGEMENT, LLC | 2.42% | 5.38M | 40.42M | -15.1K | -0.28% |
| Mar 31, 2024 | ALPINE GLOBAL MANAGEMENT, LLC | 2.43% | 5.4M | 40.6M | 14.17K | +0.26% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.93% | 2.07M | 15.58M | -133.84K | -6.07% |
| Mar 31, 2024 | SIT INVESTMENT ASSOCIATES INC | 2.48% | 5.52M | 41.49M | -5.46M | -49.73% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.02% | 34.17K | 256.95K | 16.34K | +91.69% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | 34.31K | 257.97K | 15.73K | +84.68% |
| Mar 31, 2024 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 0.02% | 34.93K | 263.5K | -19.74K | -36.11% |
| Mar 31, 2024 | XTX TOPCO LTD | 0.02% | 35.98K | 270.57K | 35.98K | +100.00% |
| Mar 31, 2024 | STONEX GROUP INC. | 0.02% | 36.42K | 274K | 16.72K | +84.86% |
| Mar 31, 2024 | RAYMOND JAMES TRUST N.A. | 0.02% | 39.7K | 298.55K | -528 | -1.31% |
| Mar 31, 2024 | CAPITAL CS GROUP, LLC | 0.02% | 42.01K | 315.9K | 859 | +2.09% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.02% | 43.12K | 324.26K | 687 | +1.62% |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.02% | 46.9K | 352.71K | 3.05K | +6.95% |
| Mar 31, 2024 | SEACREST WEALTH MANAGEMENT, LLC | 0.02% | 46.93K | 352.9K | 12.9K | +37.91% |
| Mar 31, 2024 | PFG INVESTMENTS, LLC | 0.02% | 54.57K | 410.4K | 54.57K | +100.00% |
| Mar 31, 2024 | STRATEGIC FINANCIAL CONCEPTS, LLC | 0.03% | 56.6K | 425.63K | 56.6K | +100.00% |
| Mar 31, 2024 | DAKOTA WEALTH MANAGEMENT | 0.04% | 81.29K | 611.26K | 81.29K | +100.00% |
| Mar 31, 2024 | CWM, LLC | 0.04% | 82.59K | 621K | 82.31K | +29,395.36% |
| Mar 31, 2024 | NOMURA HOLDINGS INC | 0.01% | 31.85K | 239.53K | -33.69K | -51.40% |
| Mar 31, 2024 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.01% | 32.2K | 242.14K | -925 | -2.79% |
| Mar 31, 2024 | CAPITAL WEALTH ALLIANCE, LLC | 0.02% | 50.68K | 381.12K | 10.43K | +25.92% |
| Mar 31, 2024 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 52.56K | 395.22K | 1.25K | +2.44% |
| Mar 31, 2024 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.04% | 88.63K | 666.48K | 2.76K | +3.21% |
| Mar 31, 2024 | CLARITY CAPITAL PARTNERS LLC | 0.04% | 89.55K | 673.39K | 2.85K | +3.29% |
| Mar 31, 2024 | CETERA ADVISORS LLC | 0.04% | 91.15K | 685.47K | 40.63K | +80.42% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.04% | 93.88K | 706K | -430 | -0.46% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.05% | 110.7K | 832.49K | 0 | 0 |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.05% | 112.77K | 849K | 2.14K | +1.93% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.06% | 126.95K | 954.64K | 57.27K | +82.20% |
| Mar 31, 2024 | APTUS CAPITAL ADVISORS, LLC | 0.06% | 134.37K | 1.01M | 13.16K | +10.85% |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.07% | 150.93K | 1.13M | 10.46K | +7.45% |
| Mar 31, 2024 | WOLVERINE ASSET MANAGEMENT LLC | 0.07% | 157.51K | 1.18M | 11.43K | +7.83% |
| Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0.08% | 173.72K | 1.31M | 451 | +0.26% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.08% | 175.75K | 1.32M | 175.75K | +100.00% |
| Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.1% | 226.4K | 1.7M | 8.99K | +4.14% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.13% | 278.74K | 2.1M | 256.7K | +1,164.69% |
| Mar 31, 2024 | MORGAN STANLEY | 0.14% | 313.1K | 2.35M | 52.82K | +20.29% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.14% | 319.29K | 2.4M | 137.01K | +75.16% |
| Mar 31, 2024 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.17% | 380.43K | 2.86M | 5.58K | +1.49% |
| Mar 31, 2024 | COHEN & STEERS, INC. | 0.18% | 394K | 2.96M | 204K | +107.37% |
| Mar 31, 2024 | SIGNIFICANT WEALTH PARTNERS LLC | 0.21% | 475.33K | 3.57M | -72.31K | -13.20% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.34% | 749.34K | 5.64M | 60.65K | +8.81% |
| Mar 31, 2024 | CENTAURUS FINANCIAL, INC. | 0.53% | 1.18M | 8.9M | -45.76K | -3.72% |
| Mar 31, 2024 | HF ADVISORY GROUP, LLC | 0.01% | 19.18K | 144.26K | 844 | +4.60% |
| Mar 31, 2024 | THRIVENT FINANCIAL FOR LUTHERANS | 0.01% | 19.41K | 146K | 908 | +4.91% |
| Mar 31, 2024 | GRIMES & COMPANY, INC. | 0.01% | 20.5K | 154.17K | 1.21K | +6.27% |
| Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 0.01% | 21.01K | 158.01K | 0 | 0 |
| Mar 31, 2024 | CHARLES SCHWAB TRUST CO | 0.01% | 21.52K | 161.82K | 0 | 0 |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.01% | 22.01K | 165.53K | 14.98K | +213.23% |
| Mar 31, 2024 | CENTER FOR ASSET MANAGEMENT LLC | 0.01% | 23.59K | 177.39K | 0 | 0 |
| Mar 31, 2024 | CREATIVE PLANNING | 0.01% | 24.42K | 183.62K | -22.78K | -48.27% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.01% | 25.74K | 193.57K | -43.04K | -62.58% |
| Mar 31, 2024 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.01% | 26.02K | 189.45K | -545 | -2.05% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.01% | 26.19K | 196.93K | 874 | +3.45% |
| Mar 31, 2024 | VANTAGE FINANCIAL PARTNERS, LLC | 0.01% | 29.87K | 224.65K | -984 | -3.19% |
| Mar 31, 2024 | UBS GROUP AG | 0.01% | 31.36K | 235.84K | -19.34K | -38.15% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.05% | 110.63K | 795K | 13.92K | +14.39% |
| Dec 31, 2023 | APTUS CAPITAL ADVISORS, LLC | 0.05% | 121.21K | 871.52K | 83.76K | +223.66% |
| Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.06% | 140.46K | 1.01M | 8.58K | +6.51% |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0.07% | 146.08K | 1.05M | 146.08K | +100.00% |
| Dec 31, 2023 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.07% | 168.3K | 1.21M | 168.3K | +100.00% |
| Dec 31, 2023 | BAIRD FINANCIAL GROUP, INC. | 0.08% | 173.27K | 1.25M | 30.97K | +21.76% |
| Dec 31, 2023 | YAKIRA CAPITAL MANAGEMENT, INC. | 0.08% | 181.48K | 1.3M | 181.48K | +100.00% |
| Dec 31, 2023 | URSA FUND MANAGEMENT, LLC | 0.08% | 182K | 1.31M | 60K | +49.18% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.08% | 182.29K | 1.31M | 4.45K | +2.50% |
| Dec 31, 2023 | COHEN & STEERS, INC. | 0.08% | 190K | 1.37M | 190K | +100.00% |
| Dec 31, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.1% | 217.41K | 1.56M | -10.26K | -4.51% |
| Dec 31, 2023 | MORGAN STANLEY | 0.12% | 260.29K | 1.87M | -101.25K | -28.00% |
| Dec 31, 2023 | QUARRY LP | 0.15% | 332.11K | 2.39M | 332.11K | +100.00% |
| Dec 31, 2023 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.17% | 374.85K | 2.7M | 6.48K | +1.76% |
| Dec 31, 2023 | KARPUS MANAGEMENT, INC. | 0.27% | 599.82K | 4.31M | 599.82K | +100.00% |
| Dec 31, 2023 | 0.04% | 86.7K | 623.35K | 86.7K | +100.00% | |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.31% | 688.69K | 4.95M | 59.79K | +9.51% |
| Dec 31, 2023 | SCULPTOR CAPITAL LP | 0.45% | 1.01M | 7.29M | 1.01M | +100.00% |
| Dec 31, 2023 | CLOUGH CAPITAL PARTNERS L P | 0.47% | 1.06M | 7.6M | 1.06M | +100.00% |
| Dec 31, 2023 | THOMAS J. HERZFELD ADVISORS, INC. | 0.53% | 1.18M | 8.49M | 1.09M | +1,245.95% |
| Dec 31, 2023 | CENTAURUS FINANCIAL, INC. | 0.55% | 1.23M | 8.84M | -962.55K | -43.92% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.98% | 2.21M | 15.86M | -1.59M | -41.88% |
| Dec 31, 2023 | ALPINE GLOBAL MANAGEMENT, LLC | 2.4% | 5.39M | 38.72M | 3.68K | +0.07% |
| Dec 31, 2023 | BOOTHBAY FUND MANAGEMENT, LLC | 2.4% | 5.39M | 38.76M | -2.47K | -0.05% |
| Dec 31, 2023 | SIT INVESTMENT ASSOCIATES INC | 4.89% | 10.98M | 78.91M | 151.13K | +1.40% |
| Dec 31, 2023 | UBS GROUP AG | 0.02% | 50.7K | 364.55K | 32.16K | +173.46% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.01% | 25.31K | 182K | 10K | +65.29% |
| Dec 31, 2023 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.01% | 26.57K | 189.16K | -8.92K | -25.14% |
| Dec 31, 2023 | VANTAGE FINANCIAL PARTNERS, LLC | 0.01% | 30.86K | 221.87K | -3.82K | -11.02% |
| Dec 31, 2023 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.01% | 33.13K | 238.5K | -729 | -2.15% |
| Dec 31, 2023 | SEACREST WEALTH MANAGEMENT, LLC | 0.02% | 34.03K | 244.99K | 601 | +1.80% |
| Dec 31, 2023 | PASADENA PRIVATE WEALTH, LLC | 0.02% | 37.26K | 267.91K | 18.09K | +94.37% |
| Dec 31, 2023 | RAYMOND JAMES TRUST N.A. | 0.02% | 40.23K | 289.25K | 7.67K | +23.56% |
| Dec 31, 2023 | CAPITAL WEALTH ALLIANCE, LLC | 0.02% | 40.25K | 289.38K | 1.31K | +3.37% |
| Dec 31, 2023 | CAPITAL CS GROUP, LLC | 0.02% | 41.15K | 295.86K | -3.53K | -7.90% |
| Dec 31, 2023 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.05% | 110.7K | 795.96K | 110.7K | +100.00% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.02% | 42.43K | 305.09K | 16.43K | +63.19% |
| Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.02% | 43.86K | 315.33K | 9.5K | +27.65% |
| Dec 31, 2023 | PROSPERA FINANCIAL SERVICES INC | 0.02% | 44.16K | 317.47K | 0 | 0 |
| Dec 31, 2023 | CREATIVE PLANNING | 0.02% | 47.2K | 339.37K | 15.84K | +50.51% |
| Dec 31, 2023 | CETERA ADVISORS LLC | 0.02% | 50.52K | 363.25K | -2.66K | -4.99% |
| Dec 31, 2023 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 51.3K | 368.87K | 4.36K | +9.29% |
| Dec 31, 2023 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 0.02% | 54.67K | 393.06K | 1.8K | +3.41% |
| Dec 31, 2023 | NOMURA HOLDINGS INC | 0.03% | 65.54K | 471.25K | 65.54K | +100.00% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.03% | 68.78K | 494.54K | 68.78K | +100.00% |
| Dec 31, 2023 | MILLENNIUM MANAGEMENT LLC | 0.03% | 69.68K | 500.96K | 52.32K | +301.49% |
| Dec 31, 2023 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.04% | 85.87K | 617.39K | 11.2K | +15.00% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.04% | 94.31K | 678K | 5.69K | +6.42% |
Among the CLM insiders holding of N/A of the stake in company, MORRIS MATTHEW, director, holds the largest shares of 26.19K. BRADSHAW RALPH W, President, is the second largest CLM insider with ownership of 3.83K shares. GREER PETER, director, stands third with possession of 1.5K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| MORRIS MATTHEW | director | 26.19K |
| BRADSHAW RALPH W | President | 3.83K |
| GREER PETER | director | 1.5K |
| WILCOX GLENN W SR | director | 952 |
| STRAUSS ANDREW A | director | 0 |
| ROGERS SCOTT B | director | 0 |
| LENAGH THOMAS H | director | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | GREER PETER | PURCHASE | 6.63 | 1.5K | 9.95K | 1.5K |
| Sep 10, 2025 | MORRIS MATTHEW | SALE | 8.18 | 1 | 5.85 | 26.19K |
| Sep 03, 2025 | MORRIS MATTHEW | SALE | 8.14 | 35K | 284.9K | 0 |
| Aug 08, 2023 | MORRIS MATTHEW | SALE | 8.72 | 40K | 348.8K | 41.56K |
| Sep 17, 2021 | MORRIS MATTHEW | SALE | 12.89 | 13K | 167.57K | 39.15K |
| Mar 27, 2020 | MORRIS MATTHEW | PURCHASE | 8.25 | 30.3K | 249.98K | 30.3K |
| Feb 11, 2020 | BRADSHAW RALPH W | PURCHASE | 11.74 | 1K | 11.75K | 3.83K |
| Oct 15, 2019 | ROGERS SCOTT B | SALE | 11.16 | 1.59K | 17.74K | 0 |
| Nov 01, 2018 | ROGERS SCOTT B | PURCHASE | 12.43 | 7.5K | 93.23K | 7.5K |
| Sep 01, 2017 | WILCOX GLENN W SR | PURCHASE | 13.86 | 238 | 3.3K | 952 |
| Aug 24, 2016 | ROGERS SCOTT B | SALE | 16.43 | 1.37K | 22.55K | 0 |
| Aug 18, 2016 | ROGERS SCOTT B | SALE | 16.35 | 248 | 4.05K | 1.87K |
| Apr 04, 2016 | ROGERS SCOTT B | SALE | 14.75 | 2.5K | 36.87K | 0 |
| Feb 18, 2016 | ROGERS SCOTT B | PURCHASE | 12.95 | 2.5K | 32.39K | 2.5K |
| Dec 05, 2013 | BRADSHAW RALPH W | PURCHASE | 5.92 | 4.56K | 26.97K | 18.04K |
| Dec 03, 2013 | WILCOX GLENN W SR | PURCHASE | 5.92 | 714 | 4.23K | 1.72K |
| Dec 02, 2013 | WILCOX GLENN W SR | SALE | 6.80 | 1.14K | 7.74K | 1K |
| Dec 28, 2012 | BRADSHAW RALPH W | PURCHASE | 5.99 | 3.72K | 22.26K | 13.48K |
| Dec 28, 2012 | WILCOX GLENN W SR | PURCHASE | 5.99 | 536 | 3.21K | 2.14K |
| Dec 23, 2011 | WILCOX GLENN W SR | PURCHASE | 6.09 | 468 | 2.85K | 1.61K |
| Dec 23, 2011 | BRADSHAW RALPH W | PURCHASE | 6.09 | 2.47K | 15.05K | 9.76K |
| Oct 17, 2011 | STRAUSS ANDREW A | SALE | 9.10 | 53 | 482.3 | 0 |
| Dec 21, 2010 | WILCOX GLENN W SR | PURCHASE | 8.24 | 686 | 5.65K | 1.14K |
| Dec 21, 2010 | BRADSHAW RALPH W | PURCHASE | 8.24 | 3.91K | 32.24K | 7.29K |
| Sep 30, 2008 | BRADSHAW RALPH W | PURCHASE | 2.60 | 2.8K | 7.28K | 13.52K |
| Dec 27, 2007 | BRADSHAW RALPH W | PURCHASE | 5.19 | 1K | 5.19K | 10.72K |
| Jul 31, 2007 | LENAGH THOMAS H | SALE | 8.65 | 1K | 8.65K | 0 |
| Jun 21, 2005 | STRAUSS ANDREW A | SALE | 7.03 | 1.7K | 11.95K | 0 |
| Dec 20, 2004 | STRAUSS ANDREW A | SALE | 8.44 | 679 | 5.73K | 6.36K |