How many institutions own ETW stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own ETW shares is 181, representing 24.19% of the company's common stock.

Who are the major shareholders selling Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock?

RIVERTREE ADVISORS, LLC, in the last quarter, reduced its stake in ETW by -31.46% restricting it's holding to 305.36 thousand shares of worth nearly $2.94M. AMERIPRISE FINANCIAL INC also lessened -7.2% of the ETW shares from its portfolio, reducing its holding to 390.09 thousand shares of worth $3.76M. PATHSTONE HOLDINGS, LLC also shunned ETW shares holding by -17.22% last quarter which brought its holding to 470.07 thousand shares worth $4.53M.

Investors who are buying ETW stock?

As per its latest 13F filing, GUGGENHEIM CAPITAL LLC increased its stake in ETW by 0.1% in the last quarter. The institutional holder raised its holding to 2.27 million shares having worth more than $21.93M. INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC also added 2.8% more shares of ETW to its portfolio, raising its holding to 163.82 thousand shares of worth $1.57M. LOGAN STONE CAPITAL, LLC also increased its ETW shares holding by 1.73% which brought its holding to 144.75 thousand shares worth $1.40M.

ETW's major insiders: who are they?

The insider with the most stakes in ETW is RICHARDSON DUNCAN W , Vice President at the company. Additionally, ETW stock is highly held by Secretary DYNNER ALAN R and Vice President Row Walter A III among others.

Did an insider recently sell ETW stock?

Company executives, directors, and other insiders own 0% percent of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund's stock. Within the last six months, there have been 0 transaction(s) in which ETW insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ETW stock?

There have been 0 transaction(s) during the past 6-months in which Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund insiders have bought stock, totalling 0 shares

How much of ETW does insiders own?

Around 0 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares are held by insiders, which represents about 0% of ETW stock.

Who is the insider with the largest stake?

ETW Vice President, RICHARDSON DUNCAN W holds the largest portfolio of the company's shares. ETW shares owned by RICHARDSON total nearly 14 thousand.

Which institution holds the most shares in ETW?

GUGGENHEIM CAPITAL LLC is the largest institutional owner in ETW which holds 2.27 million shares worth $21.93M or 2.09% of the total ETW shares outstanding followed by FRANKLIN STREET ADVISORS INC /NC with ownership of 150.33 thousand shares representing 0.14% of the ETW ownership. INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is the third largest stakeholder with 163.82 thousand shares or 0.15% of the ownership worth more than $1.57M.

Is Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ETW is concerned, it is a stock which is not optionable.

Is there a short position on ETW's shares?

Number of ETW shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding ETW shares are there?

As of today, null shares of ETW are outstanding.

Is there many float in ETW stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, ETW has null shares in float.

ETW short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for ETW is null.

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0% Percentage of Shares held by All Insiders

24.19% Percentage of Shares held by All Institutions

24.19% Percentage of Float held by Institutions

181

Number of Institutions Holding Shares

Institutional Ownership

About 24.19% of ETW shares are held by financial institutions. GUGGENHEIM CAPITAL LLC is the top corporate investor, holding 2.27M shares valued at $21.93M. A 2.09% stake in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund is owned by the company. FRANKLIN STREET ADVISORS INC /NC owns 150.33K shares valued at $1.45M, 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	GUGGENHEIM CAPITAL LLC	2.09%	2.27M	21.93M	2.2K	+0.10%
Jun 30, 2026	FRANKLIN STREET ADVISORS INC /NC	0.14%	150.33K	1.45M	0	0
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.15%	163.82K	1.57M	4.47K	+2.80%
Jun 30, 2026	LOGAN STONE CAPITAL, LLC	0.13%	144.75K	1.4M	2.47K	+1.73%
Jun 30, 2026	RIVERTREE ADVISORS, LLC	0.28%	305.36K	2.94M	-140.14K	-31.46%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.35%	374.91K	3.61M	63.13K	+20.25%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.36%	390.09K	3.76M	-30.25K	-7.20%
Jun 30, 2026	ONE8ZERO8, LLC	0.06%	69.9K	673.84K	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.06%	69.99K	674.67K	3.09K	+4.63%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.07%	80.95K	780.32K	0	0
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.19%	210.57K	2.03M	2.91K	+1.40%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.43%	470.07K	4.53M	-97.8K	-17.22%
Jun 30, 2026	UBS GROUP AG	0.44%	478.43K	4.61M	-5.8K	-1.20%
Jun 30, 2026	SHIKIAR ASSET MANAGEMENT INC	0.04%	45.1K	435K	0	0
Jun 30, 2026	CAMELOT PORTFOLIOS, LLC	0.04%	45.4K	437.66K	0	0
Jun 30, 2026	QUANTEDGE CAPITAL PTE LTD	0.04%	45.4K	437.66K	45.4K	+100.00%
Jun 30, 2026	AVORY & COMPANY, LLC	0.04%	45.68K	440.37K	0	0
Jun 30, 2026	OPPENHEIMER & CO INC	0.04%	47.5K	457.94K	-2.16K	-4.35%
Jun 30, 2026	DAKOTA WEALTH MANAGEMENT	0.05%	50.03K	482.29K	0	0
Jun 30, 2026	YOUNGS ADVISORY GROUP, INC.	0.05%	50.6K	487.78K	0	0
Jun 30, 2026	KOVACK ADVISORS, INC.	0.05%	51.37K	492.46K	-8.16K	-13.70%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.05%	51.78K	499.14K	-1.71K	-3.20%
Jun 30, 2026	CENTURION WEALTH MANAGEMENT LLC	0.05%	52.04K	501.69K	0	0
Jun 30, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.05%	53.81K	518.69K	628	+1.18%
Jun 30, 2026	ALTERI WEALTH LLC	0.05%	54.89K	529.09K	-1K	-1.79%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	57.09K	550.3K	500	+0.88%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.06%	60.46K	582.79K	9	+0.01%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.09%	97.21K	937.14K	15	+0.02%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	103.73K	999.94K	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.1%	108.98K	1.05M	-6.68K	-5.77%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	274.78K	2.65M	93.99K	+51.98%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.49%	536.21K	5.17M	2.05K	+0.38%
Jun 30, 2026	LPL FINANCIAL LLC	0.79%	863.06K	8.32M	35.63K	+4.31%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	470.11K	4.53M	43.84K	+10.29%
Jun 30, 2026	SABA CAPITAL MANAGEMENT, L.P.	0.45%	490.83K	4.73M	490.83K	+100.00%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.83%	903.91K	8.71M	53.22K	+6.26%
Jun 30, 2026	ROYAL BANK OF CANADA	0.94%	1.02M	9.86M	49.84K	+5.12%
Jun 30, 2026	KARPUS MANAGEMENT, INC.	1.49%	1.62M	15.58M	-9.1K	-0.56%
Jun 30, 2026	INVESCO LTD.	1.55%	1.68M	16.23M	80.43K	+5.02%
Jun 30, 2026	CALAMOS ADVISORS LLC	0.13%	143.64K	1.38M	9.58K	+7.14%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.62%	1.76M	16.94M	56.38K	+3.32%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.92%	2.09M	20.13M	-97.98K	-4.48%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	2.02%	2.2M	21.17M	101.63K	+4.85%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.08%	85.02K	819.6K	29.15K	+52.16%
Jun 30, 2026	INDIVISIBLE PARTNERS	0.09%	94.89K	914.73K	-5.52K	-5.50%
Jun 30, 2026	COHEN & STEERS, INC.	0.1%	105K	1.01M	0	0
Jun 30, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.15%	165.56K	1.6M	-147.06K	-47.04%
Jun 30, 2026	ROMAN BUTLER FULLERTON & CO	0.2%	222.37K	2.13M	7.48K	+3.48%
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	0.24%	259.23K	2.5M	62.01K	+31.44%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.06%	60.58K	583.97K	1.27K	+2.14%
Jun 30, 2026		0.07%	72.62K	700.01K	1.56K	+2.19%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.13%	139.72K	1.35M	3.36K	+2.47%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.07%	72.62K	700.01K	1.56K	+2.19%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	84.71K	816.62K	85	+0.10%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.11%	124.45K	1.2M	-14.41K	-10.38%
Jun 30, 2026	COHEN KLINGENSTEIN LLC	0.11%	114.69K	1.11M	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.06%	61.21K	590.08K	189	+0.31%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	70.99K	682.95K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.24%	262.56K	2.53M	-5.62K	-2.10%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.37%	405.1K	3.91M	89.34K	+28.29%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.06%	69.77K	672.55K	-410	-0.58%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.08%	87.67K	845.18K	0	0
Jun 30, 2026	FRANKLIN RESOURCES INC	0.25%	269.97K	2.6M	4.68K	+1.76%
Jun 30, 2026	MORGAN STANLEY	1.89%	2.05M	19.8M	77.36K	+3.91%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.18%	197.22K	1.73M	-40.11K	-16.90%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.06%	61.02K	535.78K	-9K	-12.85%
Mar 31, 2026	RIVERTREE ADVISORS, LLC	0.41%	445.5K	3.91M	32.91K	+7.98%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.49%	534.16K	4.69M	-3.36K	-0.63%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.78%	850.69K	7.47M	76.57K	+9.89%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.06%	66.36K	582.67K	66.36K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.06%	66.89K	587.32K	11.22K	+20.15%
Mar 31, 2026	ONE8ZERO8, LLC	0.06%	69.9K	613.72K	0	0
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.06%	70.18K	616.15K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	84.63K	743.03K	5.35K	+6.75%
Mar 31, 2026	JANE STREET GROUP, LLC	0.06%	62.62K	549.81K	-55.45K	-46.96%
Mar 31, 2026		0.07%	71.06K	623.87K	2.1K	+3.04%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	103.73K	910.73K	-800	-0.77%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	104.36K	916.32K	59.63K	+133.30%
Mar 31, 2026	FRANKLIN STREET ADVISORS INC /NC	0.14%	150.33K	1.32M	0	0
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.15%	159.36K	1.42M	1.04K	+0.66%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	180.8K	1.59M	-85	-0.05%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.19%	207.66K	1.82M	7.31K	+3.65%
Mar 31, 2026	ROMAN BUTLER FULLERTON & CO	0.2%	214.89K	1.96M	1.99K	+0.93%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.24%	265.3K	2.33M	4.45K	+1.71%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.25%	268.18K	2.35M	7.84K	+3.01%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.29%	311.78K	2.74M	18.04K	+6.14%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.29%	312.62K	2.74M	53.32K	+20.56%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	315.77K	2.77M	24.48K	+8.40%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.39%	420.34K	3.69M	-45.14K	-9.70%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.39%	426.27K	3.74M	18.38K	+4.51%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.05%	59.31K	520.7K	40.03K	+207.74%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.05%	59.53K	530.34K	4.46K	+8.10%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.52%	567.86K	4.99M	40.29K	+7.64%
Mar 31, 2026	COHEN & STEERS, INC.	0.1%	105K	922K	105K	+100.00%
Mar 31, 2026	COHEN KLINGENSTEIN LLC	0.11%	114.69K	1.01M	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.11%	115.66K	1.02M	99	+0.09%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.12%	134.06K	1.18M	15.96K	+13.51%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.13%	136.36K	1.2M	-13.94K	-9.27%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.13%	138.86K	1.22M	11.98K	+9.44%
Mar 31, 2026	LOGAN STONE CAPITAL, LLC	0.13%	142.28K	1.25M	61.81K	+76.81%
Mar 31, 2026	ROYAL BANK OF CANADA	0.9%	972.89K	8.54M	22.16K	+2.33%
Mar 31, 2026	INVESCO LTD.	1.48%	1.6M	14.08M	12.6K	+0.79%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	1.5%	1.63M	14.27M	-9.61K	-0.59%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.57%	1.7M	14.93M	104.91K	+6.57%
Mar 31, 2026	CAMELOT PORTFOLIOS, LLC	0.04%	45.4K	398.61K	0	0
Mar 31, 2026	AVORY & COMPANY, LLC	0.04%	45.68K	401.09K	0	0
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.04%	45.87K	389K	-762	-1.63%
Mar 31, 2026	INTEGRATED CAPITAL MANAGEMENT, INC.	0.04%	46.97K	412.38K	871	+1.89%
Mar 31, 2026	OPPENHEIMER & CO INC	0.05%	49.66K	436.03K	-598	-1.19%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.05%	50.03K	439.26K	0	0
Mar 31, 2026	YOUNGS ADVISORY GROUP, INC.	0.05%	50.6K	444.27K	0	0
Mar 31, 2026	CENTURION WEALTH MANAGEMENT LLC	0.05%	52.04K	456.93K	0	0
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.05%	53.49K	469.66K	0	0
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.05%	55.88K	490.58K	20.48K	+57.84%
Mar 31, 2026	ALTERI WEALTH LLC	0.05%	55.89K	490.67K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	56.59K	496.82K	0	0
Mar 31, 2026	MORGAN STANLEY	1.82%	1.98M	17.35M	42.94K	+2.22%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	1.93%	2.09M	18.39M	641.82K	+44.17%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.01%	2.19M	19.19M	-19.62K	-0.89%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.08%	87.67K	769.78K	4.84K	+5.85%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.09%	97.2K	853.41K	-504	-0.52%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.09%	2.27M	19.95M	-23.82K	-1.04%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	70.99K	633.97K	-14.99K	-17.43%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.06%	60.45K	530.72K	-350	-0.58%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.07%	80.95K	710.71K	-65.87K	-44.87%
Mar 31, 2026	UBS GROUP AG	0.45%	484.23K	4.25M	5.94K	+1.24%
Mar 31, 2026	LPL FINANCIAL LLC	0.76%	827.44K	7.26M	38.08K	+4.82%
Dec 31, 2025	LIDO ADVISORS, LLC	0.05%	50K	452.5K	0	0
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	50.03K	461.28K	-1K	-1.96%
Dec 31, 2025	OPPENHEIMER & CO INC	0.05%	50.26K	463.4K	4.25K	+9.23%
Dec 31, 2025	YOUNGS ADVISORY GROUP, INC.	0.05%	50.6K	466.53K	-4.78K	-8.63%
Dec 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.05%	52.04K	479.83K	0	0
Dec 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.05%	52.79K	486.73K	-3.05K	-5.47%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	55.67K	513.3K	-5.16K	-8.48%
Dec 31, 2025	ALTERI WEALTH LLC	0.05%	55.89K	515.26K	-1.92K	-3.31%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	56.59K	521.71K	-1K	-1.74%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.47%	1.6M	14.71M	70.65K	+4.63%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.03%	2.21M	20.34M	-89.27K	-3.89%
Dec 31, 2025	CITIGROUP INC	0.03%	37.67K	347.3K	1.75K	+4.86%
Dec 31, 2025	TWIN LAKES CAPITAL MANAGEMENT, LLC	0.04%	39.13K	360.77K	840	+2.19%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	39.43K	363.54K	-4.04K	-9.29%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.04%	40.27K	371.31K	6.95K	+20.84%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	44.73K	412.45K	190	+0.43%
Dec 31, 2025	SHIKIAR ASSET MANAGEMENT INC	0.04%	45.1K	416K	0	0
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0.04%	45.4K	418.59K	0	0
Dec 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.04%	46.1K	425.02K	9.92K	+27.41%
Dec 31, 2025	ROMAN BUTLER FULLERTON & CO	0.2%	212.9K	1.97M	13.5K	+6.77%
Dec 31, 2025	ROYAL BANK OF CANADA	0.88%	950.73K	8.77M	15.01K	+1.60%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.07%	80.47K	741.94K	80.47K	+100.00%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	82.76K	763.08K	82.76K	+100.00%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.08%	82.83K	763.7K	6.45K	+8.44%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	85.98K	802.2K	8.1K	+10.39%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.09%	97.7K	900.83K	-1.04K	-1.05%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	104.53K	963.75K	1.3K	+1.26%
Dec 31, 2025	COHEN KLINGENSTEIN LLC	0.11%	114.69K	1.06M	-31.27K	-21.42%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	115.56K	1.07M	211	+0.18%
Dec 31, 2025	JANE STREET GROUP, LLC	0.11%	118.07K	1.09M	66.81K	+130.35%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.11%	118.1K	1.09M	54.59K	+85.95%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.22%	237.33K	2.19M	-74.74K	-23.95%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.24%	259.3K	2.39M	226.28K	+685.19%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.18%	200.35K	1.85M	35.06K	+21.21%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	150.29K	1.39M	4.56K	+3.13%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.06%	60.8K	560.54K	369	+0.61%
Dec 31, 2025		0.06%	68.96K	635.79K	-7.32K	-9.59%
Dec 31, 2025	ONE8ZERO8, LLC	0.06%	69.9K	644.48K	-500	-0.71%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.14%	146.82K	1.35M	-129.65K	-46.89%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.12%	126.88K	1.17M	-1.35K	-1.05%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	70.02K	645.6K	785	+1.13%
Dec 31, 2025	LPL FINANCIAL LLC	0.73%	789.36K	7.28M	64.06K	+8.83%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.06%	70.18K	647.03K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	260.34K	2.4M	41.33K	+18.87%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.24%	260.85K	2.41M	4.51K	+1.76%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	291.29K	2.69M	18.91K	+6.94%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	79.28K	730.91K	22.58K	+39.83%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.07%	74.2K	684.14K	74.2K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.27%	293.74K	2.71M	-23.24K	-7.33%
Dec 31, 2025	RIVERTREE ADVISORS, LLC	0.38%	412.6K	3.8M	-10.47K	-2.48%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.43%	465.48K	4.29M	-771	-0.17%
Dec 31, 2025	UBS GROUP AG	0.44%	478.29K	4.41M	-38.43K	-7.44%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.49%	527.58K	4.86M	-368.27K	-41.11%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.49%	537.52K	4.96M	-5.21K	-0.96%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.71%	774.12K	7.14M	57.3K	+7.99%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.73%	792.68K	7.31M	73.34K	+10.20%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	1.34%	1.45M	13.4M	1.05M	+262.29%
Dec 31, 2025	INVESCO LTD.	1.46%	1.59M	14.66M	-73.13K	-4.40%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	1.51%	1.64M	15.07M	-35.22K	-2.11%
Dec 31, 2025	MORGAN STANLEY	1.78%	1.93M	17.83M	54.9K	+2.92%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.11%	2.3M	21.17M	180.61K	+8.54%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.05%	55.07K	507.72M	55.07K	+100.00%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	35.4K	326.39K	19.81K	+127.11%
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	0.4%	439K	4.05M	423.97K	+2,821.57%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	407.89K	3.76M	12.54K	+3.17%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	180.88K	1.67M	-5.44K	-2.92%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.15%	158.32K	1.46M	-2.44K	-1.52%
Dec 31, 2025	FRANKLIN STREET ADVISORS INC /NC	0.14%	150.33K	1.39M	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.06%	60.43K	546.88K	9	+0.01%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	395.35K	3.56M	6.04K	+1.55%
Sep 30, 2025	ONE8ZERO8, LLC	0.06%	70.4K	637.12K	10K	+16.56%
Sep 30, 2025	RIVERTREE ADVISORS, LLC	0.39%	423.07K	3.83M	2.93K	+0.70%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.06%	70.18K	635.1K	4.38K	+6.66%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	103.23K	934.21K	53.56K	+107.85%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	219.01K	1.98M	-15	-0.01%
Sep 30, 2025		0.07%	76.28K	690.3K	76.28K	+100.00%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.04%	46.58K	421.55K	-44	-0.09%
Sep 30, 2025	OPPENHEIMER & CO INC	0.04%	46.01K	416.42K	9.02K	+24.38%
Sep 30, 2025	AVORY & COMPANY, LLC	0.04%	45.68K	413.42K	0	0
Sep 30, 2025	SHIKIAR ASSET MANAGEMENT INC	0.04%	45.1K	408K	45.1K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	43.47K	393.4K	-4.3K	-9.00%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.04%	39.98K	361.85K	-6.5K	-13.98%
Sep 30, 2025	TWIN LAKES CAPITAL MANAGEMENT, LLC	0.04%	38.29K	346.52K	846	+2.26%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.03%	36.18K	327.44K	782	+2.21%
Sep 30, 2025	CITIGROUP INC	0.03%	35.92K	325.1K	46	+0.13%
Sep 30, 2025	CLARO ADVISORS LLC	0.03%	35.9K	324.87K	-4.06K	-10.15%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.03%	33.6K	304.08K	0	0
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.03%	33.02K	298.87K	-40.45K	-55.05%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.82%	895.84K	8.11M	-296.66K	-24.88%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.29%	312.07K	2.82M	-137.24K	-30.54%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.07%	76.38K	691.26K	229	+0.30%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	56.69K	513K	-26.41K	-31.78%
Sep 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.05%	55.84K	505.39K	-6.58K	-10.54%
Sep 30, 2025	YOUNGS ADVISORY GROUP, INC.	0.05%	55.38K	501.19K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.05%	51.26K	463.87K	92	+0.18%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.11%	2.29M	20.77M	6.2K	+0.27%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.95%	2.12M	19.15M	72.29K	+3.54%
Sep 30, 2025	INVESCO LTD.	1.53%	1.66M	15.06M	95.21K	+6.07%
Sep 30, 2025	LPL FINANCIAL LLC	0.67%	725.3K	6.56M	200.3K	+38.15%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.15%	165.29K	1.5M	-1.17K	-0.70%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.15%	160.76K	1.39M	0	0
Sep 30, 2025	FRANKLIN STREET ADVISORS INC /NC	0.14%	150.33K	1.36M	0	0
Sep 30, 2025	COHEN KLINGENSTEIN LLC	0.13%	145.96K	1.32M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	145.73K	1.32M	54.45K	+59.65%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.12%	128.22K	1.16M	995	+0.78%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	115.35K	1.04M	213	+0.19%
Sep 30, 2025	INVESTMENT PLANNING ADVISORS, INC.	0.09%	98.98K	895.81K	-8.13K	-7.59%
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.05%	52.04K	470.99K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.43%	466.25K	4.23M	2.07K	+0.45%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.29%	316.98K	2.87M	7.35K	+2.37%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	276.46K	2.5M	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	272.38K	2.47M	-4.44K	-1.61%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.24%	256.34K	2.32M	-5.44K	-2.08%
Sep 30, 2025	ROMAN BUTLER FULLERTON & CO	0.18%	199.41K	1.8M	2.65K	+1.34%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	186.33K	1.69M	-107.24K	-36.53%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.37%	401.03K	3.63M	-61.9K	-13.37%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.09%	98.74K	893.61K	38	+0.04%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	77.89K	713.43K	-6.84K	-8.08%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	69.24K	626.59K	1.39K	+2.05%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.06%	63.51K	574.8K	11.34K	+21.74%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	53.49K	484.1K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	60.83K	550.51K	952	+1.59%
Sep 30, 2025	ALTERI WEALTH LLC	0.05%	57.8K	523.09K	-1.03K	-1.75%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	57.59K	521.14K	0	0
Sep 30, 2025	MORGAN STANLEY	1.73%	1.88M	17M	43.22K	+2.35%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	1.54%	1.67M	15.12M	-25.26K	-1.49%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.4%	1.53M	13.8M	-19.64K	-1.27%
Sep 30, 2025	ROYAL BANK OF CANADA	0.86%	935.72K	8.47M	53K	+6.00%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.66%	719.33K	6.51M	129.27K	+21.91%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.66%	716.81K	6.49M	46.94K	+7.01%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.5%	542.72K	4.91M	15	0.00%
Sep 30, 2025	UBS GROUP AG	0.48%	516.72K	4.68M	-40.13K	-7.21%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	51.03K	461.82K	0	0
Sep 30, 2025	LIDO ADVISORS, LLC	0.05%	50K	452.5K	-24.9K	-33.24%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	219.03K	1.89M	-3.92K	-1.76%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.24%	261.78K	2.26M	-164	-0.06%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	293.57K	2.54M	-43.03K	-12.78%
Jun 30, 2025		0.05%	58.83K	508.85K	-25	-0.04%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	84.73K	737.15K	11K	+14.92%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.41%	449.31K	3.89M	109.62K	+32.27%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.43%	462.93K	4M	-88.83K	-16.10%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	91.28K	789.58K	-12.54K	-12.08%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.09%	98.7K	853.79K	39	+0.04%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	276.46K	2.39M	276.46K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	276.82K	2.39M	41.32K	+17.54%
Jun 30, 2025	AQR ARBITRAGE LLC	0.27%	292.14K	2.53M	-298.46K	-50.54%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.43%	464.18K	4.02M	135.45K	+41.20%
Jun 30, 2025	LPL FINANCIAL LLC	0.48%	525K	4.54M	107.84K	+25.85%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.5%	547.09K	4.73M	-3.98K	-0.72%
Jun 30, 2025	UBS GROUP AG	0.51%	556.85K	4.82M	-155.77K	-21.86%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.62%	669.87K	5.79M	65.38K	+10.81%
Jun 30, 2025	ROYAL BANK OF CANADA	0.81%	882.72K	7.64M	12.49K	+1.44%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.1%	1.19M	10.25M	121.76K	+11.37%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.42%	1.54M	13.36M	25.21K	+1.66%
Jun 30, 2025	INVESCO LTD.	1.44%	1.57M	13.57M	-17.71K	-1.12%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	1.56%	1.7M	14.67M	-32.48K	-1.88%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.88%	2.04M	17.68M	200.48K	+10.88%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.11%	2.29M	19.8M	79.87K	+3.62%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	115.13K	995.89K	220	+0.19%
Jun 30, 2025	FRANKLIN STREET ADVISORS INC /NC	0.14%	150.33K	1.3M	0	0
Jun 30, 2025	BALLAST, INC.	0.06%	62.42K	539.94K	62.42K	+100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.07%	73.48K	635.57K	-39.61K	-35.03%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.06%	60.42K	522.63K	59.47K	+6,259.89%
Jun 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.06%	62.42K	539.94K	702	+1.14%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	83.1K	719K	4.4K	+5.59%
Jun 30, 2025	INVESTMENT PLANNING ADVISORS, INC.	0.1%	107.11K	926.51K	-13.88K	-11.47%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	126.43K	1.09M	68.72K	+119.07%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.29%	309.63K	2.68M	-18.03K	-5.50%
Jun 30, 2025	LOGAN STONE CAPITAL, LLC	0.03%	37.13K	321.19K	-101.21K	-73.16%
Jun 30, 2025	TWIN LAKES CAPITAL MANAGEMENT, LLC	0.03%	37.44K	323.89K	880	+2.41%
Jun 30, 2025	SAXON INTERESTS, INC.	0.04%	38.12K	314.46K	0	0
Jun 30, 2025	CLARO ADVISORS LLC	0.04%	39.95K	345.6K	-23.73K	-37.26%
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.04%	45.1K	390.12K	0	0
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.04%	45.4K	392.71K	0	0
Jun 30, 2025	AVORY & COMPANY, LLC	0.04%	45.68K	395.15K	0	0
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.04%	46.48K	402.08K	-6.48K	-12.24%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.04%	46.62K	403.29K	46.62K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	47.77K	413.19K	29.32K	+158.94%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	51.03K	441.41K	0	0
Jun 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.05%	52.04K	450.17K	0	0
Jun 30, 2025	CALAMOS ADVISORS LLC	0.05%	52.17K	451.31K	-4.54K	-8.00%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.05%	53.19K	460.05K	53.19K	+100.00%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	53.49K	462.71K	0	0
Jun 30, 2025	YOUNGS ADVISORY GROUP, INC.	0.05%	55.38K	480K	-12.57K	-18.50%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.54%	590.06K	5.1M	17.43K	+3.04%
Jun 30, 2025	MORGAN STANLEY	1.69%	1.84M	15.87B	30.73K	+1.70%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	59.88K	517.94K	-788	-1.30%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.06%	65.8K	569.15K	24.94K	+61.04%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	67.85K	586.86K	24	+0.04%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	127.23K	1.1M	-21.12K	-14.24%
Jun 30, 2025	ROMAN BUTLER FULLERTON & CO	0.18%	196.76K	1.72M	-1.43K	-0.72%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	389.31K	3.37M	149.63K	+62.43%
Jun 30, 2025	RIVERTREE ADVISORS, LLC	0.39%	420.14K	3.63M	231.42K	+122.62%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.15%	166.46K	1.44M	-5.07K	-2.96%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.15%	167.8K	1.45M	29.02K	+20.91%
Jun 30, 2025	ALTERI WEALTH LLC	0.05%	58.83K	508.85K	-25	-0.04%
Jun 30, 2025	ONE8ZERO8, LLC	0.06%	60.4K	522.46K	-17.45K	-22.41%
Jun 30, 2025	WINEBRENNER CAPITAL MANAGEMENT LLC	0.07%	80K	692K	0	0
Jun 30, 2025	LIDO ADVISORS, LLC	0.07%	74.9K	647.89K	0	0
Jun 30, 2025	D.A. DAVIDSON & CO.	0.07%	76.15K	658.72K	2.21K	+2.99%
Jun 30, 2025	COHEN KLINGENSTEIN LLC	0.13%	145.96K	1.26M	0	0
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.15%	160.76K	1.39M	4.94K	+3.17%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.14%	155.82K	1.29M	7.84K	+5.30%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.16%	171.53K	1.42M	2.84K	+1.68%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.4%	1.52M	12.54M	69.99K	+4.83%
Mar 31, 2025	INVESTMENT PLANNING ADVISORS, INC.	0.11%	120.99K	998.19K	-63.31K	-34.35%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	79.67K	657.26K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	336.6K	2.78M	-74.25K	-18.07%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.03%	2.21M	18.22M	-93.55K	-4.06%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	71.16K	587.1K	300	+0.42%
Mar 31, 2025	LIDO ADVISORS, LLC	0.07%	74.9K	617.93K	0	0
Mar 31, 2025		0.07%	77.85K	642.26K	0	0
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.1%	113.09K	932.95K	106.07K	+1,511.36%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.56%	604.49K	4.99M	906	+0.15%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.14%	148.35K	1.22M	77.36K	+108.98%
Mar 31, 2025	AQR ARBITRAGE LLC	0.54%	590.6K	4.8M	-297.66K	-33.51%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.07%	73.94K	610.04K	4.31K	+6.19%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	78.7K	649K	1.93K	+2.51%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.3%	328.73K	2.71M	14.6K	+4.65%
Mar 31, 2025	RIVERTREE ADVISORS, LLC	0.17%	188.72K	1.56M	188.72K	+100.00%
Mar 31, 2025	ROMAN BUTLER FULLERTON & CO	0.18%	198.19K	1.56M	3.54K	+1.82%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	222.94K	1.84M	25.51K	+12.92%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	235.51K	1.94M	-3.69K	-1.54%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	239.68K	1.98M	29.14K	+13.84%
Mar 31, 2025	CITADEL ADVISORS LLC	0.09%	93.19K	768.83K	93.19K	+100.00%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.09%	98.67K	813.99K	-19.98K	-16.84%
Mar 31, 2025	YOUNGS ADVISORY GROUP, INC.	0.06%	67.95K	561K	-3.8K	-5.30%
Mar 31, 2025	COHEN KLINGENSTEIN LLC	0.13%	145.96K	1.2M	0	0
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.53%	572.64K	4.72M	3.37K	+0.59%
Mar 31, 2025	INVESCO LTD.	1.46%	1.59M	13.09M	-3.63K	-0.23%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	1.59%	1.73M	14.26M	-98.36K	-5.39%
Mar 31, 2025	MORGAN STANLEY	1.66%	1.8M	14.89M	-16.28K	-0.89%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.7%	1.84M	15.21M	-74.82K	-3.90%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.24%	258.76K	2.13M	41.28K	+18.98%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.24%	261.95K	2.16M	4.58K	+1.78%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.3%	327.65K	2.7M	-343.25K	-51.16%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.53%	580.23K	4.79M	2.37K	+0.41%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.31%	339.69K	2.8M	-27.94K	-7.60%
Mar 31, 2025	LPL FINANCIAL LLC	0.38%	417.16K	3.44M	11.97K	+2.95%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	73.73K	608.26K	33.5K	+83.28%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	103.82K	856.5K	1.47K	+1.43%
Mar 31, 2025	LOGAN STONE CAPITAL, LLC	0.13%	138.34K	1.14M	-56.07K	-28.84%
Mar 31, 2025	UBS GROUP AG	0.66%	712.62K	5.88M	31.21K	+4.58%
Mar 31, 2025	SAM ADVISORS, LLC	0.44%	478.22K	3.89M	-20.79K	-4.17%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.51%	551.07K	4.55M	-212	-0.04%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.51%	551.76K	4.55M	-56.35K	-9.27%
Mar 31, 2025	ROYAL BANK OF CANADA	0.8%	870.23K	7.18M	135.19K	+18.39%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.99%	1.07M	8.98M	261.34K	+32.29%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	114.91K	948.02K	-350	-0.30%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.13%	138.78K	1.14M	138.78K	+100.00%
Mar 31, 2025	FRANKLIN STREET ADVISORS INC /NC	0.14%	150.33K	1.24M	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.07%	80.95K	666K	51.37K	+173.65%
Mar 31, 2024	CLARO ADVISORS LLC	0.11%	118.11K	968.48K	-7.74K	-6.15%
Mar 31, 2024	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.11%	120.2K	985.64K	22.63K	+23.19%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.11%	125.28K	1.03M	-1.31K	-1.03%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.12%	127.08K	1.04M	4.47K	+3.64%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.14%	149.75K	1.23M	149.75K	+100.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.15%	164.19K	1.35M	151.53K	+1,196.43%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.16%	171.7K	1.41M	-1.65K	-0.95%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.18%	196.37K	1.61M	-3.81K	-1.91%
Mar 31, 2024	ROMAN BUTLER FULLERTON & CO	0.18%	202.6K	1.58M	4.29K	+2.16%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	263.89K	2.16M	13.03K	+5.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.25%	277.77K	2.28M	9.9K	+3.69%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.27%	290.75K	2.38M	-8.09K	-2.71%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.27%	299.93K	2.46M	-17.66K	-5.56%
Mar 31, 2024	LPL FINANCIAL LLC	0.28%	304.32K	2.5M	-43.26K	-12.45%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.29%	314.08K	2.58M	-30.48K	-8.85%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.32%	348.45K	2.86M	-42.01K	-10.76%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.39%	426.5K	3.5M	-36.44K	-7.87%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.4%	438.63K	3.6M	98.83K	+29.08%
Mar 31, 2024	SAM ADVISORS, LLC	0.41%	450.86K	3.68M	14.49K	+3.32%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	499.91K	4.1M	-18.2K	-3.51%
Mar 31, 2024	ROYAL BANK OF CANADA	0.6%	657.37K	5.39M	28.71K	+4.57%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.66%	719.33K	5.9M	-16.23K	-2.21%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.78%	852.94K	6.99M	5.45K	+0.64%
Mar 31, 2024	AQR ARBITRAGE LLC	1.04%	1.14M	9.36M	261.66K	+29.74%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.33%	1.46M	11.95M	22.86K	+1.59%
Mar 31, 2024	INVESCO LTD.	1.5%	1.64M	13.46M	233.74K	+16.60%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	1.54%	1.69M	13.87M	300.26K	+21.58%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.56%	1.71M	14.06M	5.94K	+0.35%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	1.7%	1.87M	15.32M	-6.25K	-0.33%
Mar 31, 2024	MORGAN STANLEY	1.84%	2.01M	16.5M	21.75K	+1.09%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.44%	2.67M	21.9M	81.38K	+3.14%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.06%	68.18K	559K	-26.19K	-27.75%
Mar 31, 2024	LIDO ADVISORS, LLC	0.07%	74.9K	614.18K	0	0
Mar 31, 2024	D.A. DAVIDSON & CO.	0.07%	75.33K	617.71K	4.86K	+6.90%
Mar 31, 2024	SAXON INTERESTS, INC.	0.08%	82.41K	675.76K	228	+0.28%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	82.54K	676.79K	0	0
Mar 31, 2024	FRANKLIN STREET ADVISORS INC /NC	0.1%	110.31K	905K	0	0
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	110.56K	901.06K	9.07K	+8.94%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.12%	128.8K	1.06M	56.5K	+78.15%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	137.63K	1.13M	137.63K	+100.00%
Mar 31, 2024	COHEN KLINGENSTEIN LLC	0.13%	145.96K	1.2M	0	0
Mar 31, 2024	MANGROVE PARTNERS	0.2%	221.12K	1.81M	58.1K	+35.64%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.22%	244.11K	2M	3.94K	+1.64%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.24%	260.11K	2.13M	260.11K	+100.00%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.48%	530.66K	4.35M	137.14K	+34.85%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.49%	539.08K	4.42M	-24.42K	-4.33%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.5%	546.52K	4.48M	4.09K	+0.75%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.5%	551.31K	4.52M	12.66K	+2.35%
Mar 31, 2024	UBS GROUP AG	0.52%	571.62K	4.69M	-30.21K	-5.02%
Mar 31, 2024	AVORY & COMPANY, LLC	0.04%	45.68K	374.59K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.04%	47.08K	386.06K	20	+0.04%
Mar 31, 2024	CENTURION WEALTH MANAGEMENT LLC	0.05%	51.81K	424.84K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.05%	51.81K	424.84K	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.05%	52.22K	428.23K	-13.39K	-20.40%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.05%	52.83K	433.21K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.05%	57.11K	468.26K	-9.54K	-14.31%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.05%	59.34K	486.57K	24.98K	+72.70%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.06%	64.86K	531.81K	-3.02K	-4.45%
Mar 31, 2024	YOUNGS ADVISORY GROUP, INC.	0.06%	65.18K	534.48K	-1.91K	-2.85%
Mar 31, 2024	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.06%	66.07K	541.8K	476	+0.73%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.22%	240.16K	1.87M	4.09K	+1.73%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.19%	200.18K	1.56M	-7.71K	-3.71%
Dec 31, 2023	ROMAN BUTLER FULLERTON & CO	0.19%	198.31K	1.54M	4.09K	+2.11%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.16%	173.34K	1.35M	2.81K	+1.65%
Dec 31, 2023	MANGROVE PARTNERS	0.15%	163.03K	1.27M	163.03K	+100.00%
Dec 31, 2023	COHEN KLINGENSTEIN LLC	0.14%	145.96K	1.13M	-88.91K	-37.85%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.12%	126.59K	983.57K	-58	-0.05%
Dec 31, 2023	CLARO ADVISORS LLC	0.12%	125.85K	977.85K	38.67K	+44.35%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.11%	122.61K	952.71K	-22.17K	-15.31%
Dec 31, 2023	FRANKLIN STREET ADVISORS INC /NC	0.1%	110.31K	857K	0	0
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.09%	101.49K	788.57K	3.55K	+3.62%
Dec 31, 2023		0.09%	97.57K	758.11K	35.31K	+56.70%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.09%	96.27K	748.01K	59.05K	+158.67%
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.09%	94.37K	733K	-125.48K	-57.08%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	82.54K	641.3K	-919	-1.10%
Dec 31, 2023	SAXON INTERESTS, INC.	0.08%	82.18K	638.55K	82.18K	+100.00%
Dec 31, 2023	LIDO ADVISORS, LLC	0.07%	74.9K	581.97K	0	0
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.07%	72.3K	561.77K	72.3K	+100.00%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.07%	70.47K	547.54K	2.8K	+4.14%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.06%	67.87K	527.37K	89	+0.13%
Dec 31, 2023	YOUNGS ADVISORY GROUP, INC.	0.06%	67.09K	521.29K	-4.12K	-5.79%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.06%	66.64K	517.29K	35.04K	+110.90%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.06%	65.61K	509.78K	-45.44K	-40.92%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.42%	2.59M	20.12M	136.38K	+5.56%
Dec 31, 2023	MORGAN STANLEY	1.86%	1.99M	15.47M	257.1K	+14.83%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	1.75%	1.87M	14.57M	71.31K	+3.95%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.53%	563.51K	4.38M	40.79K	+7.80%
Dec 31, 2023	UBS GROUP AG	0.56%	601.83K	4.68M	-25.77K	-4.11%
Dec 31, 2023	ROYAL BANK OF CANADA	0.59%	628.66K	4.89M	-1.45K	-0.23%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.69%	735.56K	5.72M	89.36K	+13.83%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.79%	847.49K	6.58M	-170.45K	-16.74%
Dec 31, 2023	AQR ARBITRAGE LLC	0.82%	879.85K	6.84M	483.54K	+122.01%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	1.3%	1.39M	10.81M	544.41K	+64.28%
Dec 31, 2023	INVESCO LTD.	1.31%	1.41M	10.94M	35.22K	+2.57%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.34%	1.43M	11.15M	-116.63K	-7.52%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0.37%	393.52K	3.06M	130.87K	+49.83%
Dec 31, 2023	SAM ADVISORS, LLC	0.41%	436.36K	3.37M	18.85K	+4.51%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.43%	462.94K	3.6M	347.34K	+300.46%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	518.11K	4.03M	-29.72K	-5.43%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.6%	1.71M	13.28M	50.69K	+3.06%
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.5%	538.65K	4.19M	11.5K	+2.18%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.51%	542.43K	4.21M	-565	-0.10%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.36%	390.46K	3.03M	144.1K	+58.49%
Dec 31, 2023	LPL FINANCIAL LLC	0.32%	347.58K	2.7M	-62.82K	-15.31%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.32%	344.56K	2.68M	-48.41K	-12.32%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.32%	339.8K	2.64M	322.04K	+1,813.18%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.3%	317.6K	2.47M	-201.28K	-38.79%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.28%	298.84K	2.32M	-2.41K	-0.80%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.25%	267.87K	2.08M	24.01K	+9.85%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	250.86K	1.95M	34.71K	+16.06%

Insiders

Among the ETW insiders holding of 0% of the stake in company, RICHARDSON DUNCAN W, Vice President, holds the largest shares of 14K. DYNNER ALAN R, Secretary, is the second largest ETW insider with ownership of 5K shares. ROW WALTER A III, Vice President, stands third with possession of 1K shares of that stake.

Insiders	Designation	Shares Held
RICHARDSON DUNCAN W	Vice President	14K
DYNNER ALAN R	Secretary	5K
ROW WALTER A III	Vice President	1K
EGALKA RONALD M		1K
HAWKES JAMES B	Vice President	500

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 26, 2011	RICHARDSON DUNCAN W	PURCHASE	12.40	2K	24.8K	14K
Oct 27, 2008	RICHARDSON DUNCAN W	PURCHASE	9.08	500	4.54K	12K
Jul 15, 2008	RICHARDSON DUNCAN W	PURCHASE	13.76	1K	13.76K	11.5K
Dec 20, 2007	RICHARDSON DUNCAN W	PURCHASE	16.55	500	8.28K	10.5K
Nov 12, 2007	RICHARDSON DUNCAN W	PURCHASE	16.80	1K	16.8K	10K
Oct 22, 2007	RICHARDSON DUNCAN W	PURCHASE	17.65	500	8.83K	8K
Jul 27, 2007	RICHARDSON DUNCAN W	PURCHASE	18.05	500	9.03K	7.5K
Jan 31, 2007	DYNNER ALAN R	PURCHASE	20.25	5K	101.25K	5K
Dec 23, 2005	HAWKES JAMES B	PURCHASE	17.10	500	8.55K	500
Dec 13, 2005	EGALKA RONALD M	PURCHASE	17.69	1K	17.69K	1K
Dec 06, 2005	ROW WALTER A III	PURCHASE	17.63	1K	17.63K	1K
Dec 06, 2005	RICHARDSON DUNCAN W	PURCHASE	17.65	1K	17.65K	7K
Nov 22, 2005	RICHARDSON DUNCAN W	PURCHASE	18.30	6K	109.8K	6K

Frequently Asked Questions