How many institutions own FTHY 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 FTHY shares is 96, representing 65.01% of the company's common stock.

Who are the major shareholders selling First Trust High Yield Opportunities 2027 Term Fund stock?

ROYAL BANK OF CANADA, in the last quarter, reduced its stake in FTHY by -2.33% restricting it's holding to 691.23 thousand shares of worth nearly $9.47M. INTEGRATED WEALTH CONCEPTS LLC also lessened -3.09% of the FTHY shares from its portfolio, reducing its holding to 75.91 thousand shares of worth $1.04M. WINEBRENNER CAPITAL MANAGEMENT LLC also shunned FTHY shares holding by -38.66% last quarter which brought its holding to 121.75 thousand shares worth $1.67M.

Investors who are buying FTHY stock?

As per its latest 13F filing, increased its stake in FTHY by 1.61% in the last quarter. The institutional holder raised its holding to 24.94 thousand shares having worth more than $341.66K. JANE STREET GROUP, LLC also added 100% more shares of FTHY to its portfolio, raising its holding to 128.56 thousand shares of worth $1.76M. ADVISOR GROUP HOLDINGS, INC. also increased its FTHY shares holding by 5.13% which brought its holding to 142.83 thousand shares worth $1.96M.

FTHY's major insiders: who are they?

The insider with the most stakes in FTHY is BOWEN JAMES A , Officer - Investment Advisor at the company. Additionally, FTHY stock is highly held by Officer of Advisor, Port. Mgr. HOUSEY WILLIAM A JR and Officer-Investment Adviser MCGAREL DAVID among others.

Did an insider recently sell FTHY stock?

Company executives, directors, and other insiders own 0.01% percent of First Trust High Yield Opportunities 2027 Term Fund's stock. Within the last six months, there have been 0 transaction(s) in which FTHY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FTHY stock?

There have been 0 transaction(s) during the past 6-months in which First Trust High Yield Opportunities 2027 Term Fund insiders have bought stock, totalling 0 shares

How much of FTHY does insiders own?

Around 0 First Trust High Yield Opportunities 2027 Term Fund shares are held by insiders, which represents about 0.01% of FTHY stock.

Who is the insider with the largest stake?

FTHY Officer - Investment Advisor, BOWEN JAMES A holds the largest portfolio of the company's shares. FTHY shares owned by BOWEN total nearly 169.5 thousand.

Which institution holds the most shares in FTHY?

is the largest institutional owner in FTHY which holds 24.94 thousand shares worth $341.66K or 0.07% of the total FTHY shares outstanding followed by JANE STREET GROUP, LLC with ownership of 128.56 thousand shares representing 0.35% of the FTHY ownership. ADVISOR GROUP HOLDINGS, INC. is the third largest stakeholder with 142.83 thousand shares or 0.39% of the ownership worth more than $1.96M.

Is First Trust High Yield Opportunities 2027 Term 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 FTHY is concerned, it is a stock which is not optionable.

Is there a short position on FTHY's shares?

Number of FTHY 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 FTHY shares are there?

As of today, null shares of FTHY are outstanding.

Is there many float in FTHY 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, FTHY has null shares in float.

FTHY 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 FTHY is null.

First Trust High Yield Opportunities 2027 Term Fund (FTHY) 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

0.01% Percentage of Shares held by All Insiders

65.01% Percentage of Shares held by All Institutions

65.02% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 65.01% of FTHY shares are held by financial institutions. is the top corporate investor, holding 24.94K shares valued at $341.66K. A 0.07% stake in First Trust High Yield Opportunities 2027 Term Fund is owned by the company. JANE STREET GROUP, LLC owns 128.56K shares valued at $1.76M, which translates its holding of 0.35% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026		0.07%	24.94K	341.66K	396	+1.61%
Jun 30, 2026	JANE STREET GROUP, LLC	0.35%	128.56K	1.76M	128.56K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.39%	142.83K	1.96M	6.97K	+5.13%
Jun 30, 2026	LOGAN STONE CAPITAL, LLC	0.7%	257.14K	3.52M	8.35K	+3.36%
Jun 30, 2026	ROYAL BANK OF CANADA	1.88%	691.23K	9.47M	-16.47K	-2.33%
Jun 30, 2026	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.64%	966.84K	13.25M	80.09K	+9.03%
Jun 30, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.79%	1.02M	14M	2.4K	+0.24%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.21%	75.91K	1.04M	-2.42K	-3.09%
Jun 30, 2026	WINEBRENNER CAPITAL MANAGEMENT LLC	0.33%	121.75K	1.67M	-76.74K	-38.66%
Jun 30, 2026	CAMELOT PORTFOLIOS, LLC	0.06%	23.61K	323.52K	23.61K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.07%	24.95K	341.86K	-327	-1.29%
Jun 30, 2026	FIRST FINANCIAL GROUP CORP	0.07%	27.13K	371.61K	0	0
Jun 30, 2026	WORLD EQUITY GROUP, INC.	0.08%	30.97K	424.3K	-1.37K	-4.24%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.09%	31.48K	431.33K	-850	-2.63%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	32.79K	449.15K	-16.12K	-32.96%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.09%	34.37K	470.85K	298	+0.87%
Jun 30, 2026	TRUEMARK INVESTMENTS, LLC	0.1%	36.34K	497.82K	2.4K	+7.08%
Jun 30, 2026	INSIGHT ADVISORS, LLC/ PA	0.13%	48.14K	659.43K	-131	-0.27%
Jun 30, 2026	LPL FINANCIAL LLC	1%	365.82K	5.01M	37.51K	+11.43%
Jun 30, 2026	ODER INVESTMENT MANAGEMENT, LLC	0.41%	149K	2.04M	-954	-0.64%
Jun 30, 2026	AURORA PRIVATE WEALTH, INC.	0.51%	188.55K	2.58M	-7.7K	-3.92%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.94%	346.15K	4.74M	20.43K	+6.27%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.04%	13.48K	184.63K	12.92K	+2,336.89%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.04%	14.65K	200.71K	-4.35K	-22.89%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.04%	15.79K	216.33K	15.79K	+100.00%
Jun 30, 2026	PVG ASSET MANAGEMENT CORP	0.04%	15.89K	217.71K	0	0
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	16.64K	226.42K	192	+1.17%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.05%	17.53K	240.11K	-350	-1.96%
Jun 30, 2026	HUNTLEIGH ADVISORS, INC.	0.05%	18.95K	259.62K	-11.85K	-38.48%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	19.13K	262K	400	+2.14%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	21.76K	298.05K	-26	-0.12%
Jun 30, 2026	COLONY GROUP, LLC	0.06%	22.7K	311.04K	-3.87K	-14.56%
Jun 30, 2026	BALBOA WEALTH PARTNERS	0.06%	23.56K	322.81K	0	0
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	0.11%	38.58K	528.57K	-6.28K	-14.00%
Jun 30, 2026	BLUECHIP WEALTH ADVISORS LLC	0.13%	48.35K	662.4K	48.35K	+100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.15%	55.65K	762.44K	29.58K	+113.42%
Jun 30, 2026	MAGNUS FINANCIAL GROUP LLC	0.18%	64.49K	883.5K	-4.9K	-7.06%
Jun 30, 2026	NOBLE WEALTH MANAGEMENT PBC	0.19%	69.29K	949.27K	-4.65K	-6.29%
Jun 30, 2026	PRIVATE ADVISORY GROUP LLC	0.38%	138.11K	1.89M	-2.37K	-1.69%
Jun 30, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.36%	499K	6.84M	18.15K	+3.78%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.61%	588.96K	8.07M	-22.28K	-3.65%
Jun 30, 2026	PENSERRA CAPITAL MANAGEMENT LLC	1.63%	598.31K	8.2M	22.82K	+3.96%
Jun 30, 2026	ATLAS WEALTH LLC	1.64%	602.53K	8.25M	602.53K	+100.00%
Jun 30, 2026	KENNEDY INVESTMENT GROUP	3.2%	1.17M	16.08M	1.33K	+0.11%
Jun 30, 2026	SIT INVESTMENT ASSOCIATES INC	8.87%	3.25M	44.56M	470.29K	+16.90%
Jun 30, 2026	MORGAN STANLEY	9.32%	3.42M	46.82M	116.13K	+3.52%
Jun 30, 2026	FOCUSED ALPHA, LLC	0.07%	24.94K	341.66K	396	+1.61%
Jun 30, 2026	TRANSCEND CAPITAL ADVISORS, LLC	0.27%	97.68K	1.34M	2.5K	+2.63%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.3%	110.39K	1.51M	-2.11K	-1.88%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.33%	121.49K	1.66M	6.98K	+6.09%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.36%	131.22K	1.8M	-8.52K	-6.10%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	132.98K	1.82M	-42.88K	-24.38%
Jun 30, 2026	INVESCO LTD.	0.11%	41.14K	563.56K	-480	-1.15%
Jun 30, 2026	SIGNATURE EQUITY PARTNERS, LLC	0.09%	31.92K	437.27K	862	+2.78%
Jun 30, 2026	ALMITAS CAPITAL LLC	0.54%	198.8K	2.72M	32.54K	+19.57%
Jun 30, 2026	COHEN & STEERS, INC.	0.18%	65K	891K	0	0
Jun 30, 2026	CSS LLC/IL	0.19%	67.9K	930.27K	14.27K	+26.61%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.19%	70.7K	968.57K	-3.54K	-4.77%
Jun 30, 2026	UBS GROUP AG	0.2%	71.69K	982.19K	-2.15K	-2.91%
Jun 30, 2026	OPPENHEIMER & CO INC	0.24%	87.63K	1.2M	13.69K	+18.52%
Jun 30, 2026	TFB ADVISORS LLC	0.26%	94.54K	1.3M	0	0
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	0.3%	110.51K	1.51M	-65.69K	-37.28%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.2%	74.24K	1M	215	+0.29%
Mar 31, 2026	FIRST FINANCIAL GROUP CORP	0.07%	27.13K	367K	-630	-2.27%
Mar 31, 2026	INVESCO LTD.	0.11%	41.62K	563.06K	-763	-1.80%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0.2%	73.94K	1M	-34.51K	-31.82%
Mar 31, 2026	OPPENHEIMER & CO INC	0.2%	73.94K	1M	1.32K	+1.81%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	175.86K	2.38M	-15.64K	-8.17%
Mar 31, 2026	FULTON BREAKEFIELD BROENNIMAN LLC	0.03%	10.57K	143.01K	0	0
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.03%	11.12K	150.51K	0	0
Mar 31, 2026	STABLEPOINT PARTNERS, LLC	0.03%	11.24K	152.06K	-370	-3.19%
Mar 31, 2026	LIDO ADVISORS, LLC	0.03%	12.43K	168.18K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	12.79K	173.05K	-29.39K	-69.68%
Mar 31, 2026	HRT FINANCIAL LP	0.04%	12.97K	175K	12.97K	+100.00%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.04%	13.79K	186.62K	-123.34K	-89.94%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.04%	14.87K	201.13K	3.98K	+36.61%
Mar 31, 2026	CWM, LLC	0.04%	14.92K	201.9K	0	0
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	16.44K	220.84K	183	+1.13%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.05%	17.51K	236.94K	-3.57K	-16.92%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.05%	17.88K	241.86K	0	0
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	18.73K	253K	750	+4.17%
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.06%	21.34K	288.74K	0	0
Mar 31, 2026	HUNTLEIGH ADVISORS, INC.	0.08%	30.8K	416.77K	-3.03K	-8.95%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.21%	78.33K	1.06M	-16.39K	-17.31%
Mar 31, 2026	TFB ADVISORS LLC	0.26%	94.54K	1.28M	-5.34K	-5.35%
Mar 31, 2026	TRANSCEND CAPITAL ADVISORS, LLC	0.26%	95.18K	1.29M	0	0
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.31%	112.5K	1.52M	-2.91K	-2.52%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.8%	291.93K	3.95M	-25.85K	-8.13%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.09%	32.33K	437.48K	-3.21K	-9.03%
Mar 31, 2026	WORLD EQUITY GROUP, INC.	0.09%	32.34K	437.57K	-6.62K	-16.98%
Mar 31, 2026	TRUEMARK INVESTMENTS, LLC	0.09%	33.93K	459.13K	1.73K	+5.37%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.09%	34.07K	460.98K	-603	-1.74%
Mar 31, 2026	MAGNUS FINANCIAL GROUP LLC	0.19%	69.39K	938.83K	-13.99K	-16.77%
Mar 31, 2026	UBS GROUP AG	0.2%	73.84K	999.1K	4.33K	+6.23%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.31%	114.51K	1.55M	-13.91K	-10.83%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.37%	135.86K	1.84M	-55.29K	-28.93%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.38%	139.74K	1.89M	15.27K	+12.27%
Mar 31, 2026	PRIVATE ADVISORY GROUP LLC	0.38%	140.48K	1.9M	-339	-0.24%
Mar 31, 2026	ODER INVESTMENT MANAGEMENT, LLC	0.41%	149.96K	2.03M	-4.91K	-3.17%
Mar 31, 2026	ALMITAS CAPITAL LLC	0.45%	166.26K	2.25M	110.94K	+200.52%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.89%	325.72K	4.41M	-27.8K	-7.86%
Mar 31, 2026	LPL FINANCIAL LLC	0.9%	328.3K	4.44M	14.51K	+4.62%
Mar 31, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.31%	480.85K	6.51M	53.76K	+12.59%
Mar 31, 2026		0.07%	24.54K	332.06K	377	+1.56%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.07%	25.28K	342.04K	-1.05K	-3.99%
Mar 31, 2026	AURORA PRIVATE WEALTH, INC.	0.54%	196.26K	2.76M	0	0
Mar 31, 2026	NARWHAL CAPITAL MANAGEMENT	0.54%	196.87K	2.66M	41.88K	+27.02%
Mar 31, 2026	WINEBRENNER CAPITAL MANAGEMENT LLC	0.54%	198.48K	2.69M	-122.83K	-38.23%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.48%	176.2K	2.38M	906	+0.52%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	1.57%	575.49K	7.79M	89.53K	+18.42%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.67%	611.24K	8.27M	-18.57K	-2.95%
Mar 31, 2026	ROYAL BANK OF CANADA	1.93%	707.69K	9.58M	27.13K	+3.99%
Mar 31, 2026	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.42%	886.75K	12M	59.67K	+7.21%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.78%	1.02M	13.8M	1.73K	+0.17%
Mar 31, 2026	KENNEDY INVESTMENT GROUP	3.2%	1.17M	15.87M	-6.95K	-0.59%
Mar 31, 2026	COHEN & STEERS, INC.	0.18%	65K	879K	65K	+100.00%
Mar 31, 2026	LOGAN STONE CAPITAL, LLC	0.68%	248.79K	3.37M	18K	+7.80%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	21.78K	294.71K	8	+0.04%
Mar 31, 2026	BALBOA WEALTH PARTNERS	0.06%	23.56K	318.81K	0	0
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	7.59%	2.78M	37.65M	362.44K	+14.98%
Mar 31, 2026	MORGAN STANLEY	9%	3.3M	44.66M	375.02K	+12.82%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.07%	26.08K	352.81K	-945	-3.50%
Mar 31, 2026	COLONY GROUP, LLC	0.07%	26.57K	359.52K	-2.12K	-7.40%
Mar 31, 2026	ARETE WEALTH ADVISORS, LLC	0.12%	44.86K	604.04K	-28.18K	-38.58%
Mar 31, 2026	INSIGHT ADVISORS, LLC/ PA	0.13%	48.27K	653.03K	-7.09K	-12.81%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	48.91K	661.7K	-770	-1.55%
Mar 31, 2026	CSS LLC/IL	0.15%	53.63K	725.61K	9.45K	+21.39%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.08%	28.96K	407.4K	28.96K	+100.00%
Dec 31, 2025		0.08%	30.23K	425.36K	30.23K	+100.00%
Dec 31, 2025	NARWHAL CAPITAL MANAGEMENT	0.43%	154.98K	2.18M	-67.63K	-30.38%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.64%	230.79K	3.25M	230.79K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.73%	629.8K	8.86M	-7.88K	-1.24%
Dec 31, 2025	KENNEDY INVESTMENT GROUP	3.25%	1.18M	16.6M	11.5K	+0.98%
Dec 31, 2025	XTX TOPCO LTD	0.06%	23.32K	328.17M	23.32K	+100.00%
Dec 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.28%	827.08K	11.64M	270.33K	+48.56%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.8%	1.02M	14.32M	-57.78K	-5.37%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	15.67K	220.42K	15.67K	+100.00%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.09%	32.21K	453.14K	792	+2.52%
Dec 31, 2025	FIRST FINANCIAL GROUP CORP	0.08%	27.76K	390.51K	-1K	-3.48%
Dec 31, 2025	PRIVATE ADVISORY GROUP LLC	0.39%	140.82K	1.98M	-4.18K	-2.89%
Dec 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.11%	38.85K	546.62K	4.04K	+11.62%
Dec 31, 2025	JANE STREET GROUP, LLC	0.06%	22.77K	320.37K	22.77K	+100.00%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	6.67%	2.42M	34.05M	961.7K	+65.95%
Dec 31, 2025	MORGAN STANLEY	8.06%	2.93M	41.17M	-393.5K	-11.85%
Dec 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.18%	427.08K	6.01M	7.52K	+1.79%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.34%	485.96K	6.84M	44.96K	+10.19%
Dec 31, 2025	ROYAL BANK OF CANADA	1.87%	680.57K	9.58M	-15.55K	-2.23%
Dec 31, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.43%	154.86K	2.18M	-6.31K	-3.92%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.3%	108.45K	1.53M	89.66K	+477.04%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.48%	175.29K	2.47M	22.61K	+14.81%
Dec 31, 2025	WORLD EQUITY GROUP, INC.	0.11%	38.96K	548.13K	-5.13K	-11.64%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	39.01K	548.91K	-1.17K	-2.92%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.12%	42.18K	593.5K	-58.4K	-58.06%
Dec 31, 2025	CSS LLC/IL	0.12%	44.18K	621.63K	44.18K	+100.00%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	49.68K	698.95K	461	+0.94%
Dec 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.15%	55.36K	778.92K	-7.6K	-12.07%
Dec 31, 2025	UBS GROUP AG	0.19%	69.51K	978.05K	-6.18K	-8.16%
Dec 31, 2025	OPPENHEIMER & CO INC	0.2%	72.63K	1.02M	-7.19K	-9.01%
Dec 31, 2025	COLONY GROUP, LLC	0.08%	28.7K	403.75K	28.7K	+100.00%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.2%	73.05K	1.03M	-258.12K	-77.94%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.2%	74.02K	1.04M	-2.19K	-2.88%
Dec 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.23%	83.38K	1.17M	9.88K	+13.44%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.26%	94.72K	1.33M	-10.69K	-10.14%
Dec 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.26%	95.18K	1.34M	9.88K	+11.59%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.88%	317.79K	4.47M	-15.05K	-4.52%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.53%	191.15K	2.69M	17.83K	+10.29%
Dec 31, 2025	AURORA PRIVATE WEALTH, INC.	0.54%	196.26K	2.76M	196.26K	+100.00%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	17.88K	251.52K	-6.71K	-27.30%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	17.98K	253K	2K	+12.52%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	191.5K	2.69M	15.57K	+8.85%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	28.62K	402.73K	13.46K	+88.73%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	16.26K	228.8K	-588	-3.49%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.05%	19.6K	275.77K	1.3K	+7.10%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.06%	21.08K	296.57K	21.08K	+100.00%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.06%	21.34K	300.27K	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	21.77K	306.36K	-925	-4.08%
Dec 31, 2025	LPL FINANCIAL LLC	0.86%	313.79K	4.42M	15.76K	+5.29%
Dec 31, 2025	WINEBRENNER CAPITAL MANAGEMENT LLC	0.89%	321.31K	4.52M	-16.9K	-5.00%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.97%	353.52K	4.97M	-28.58K	-7.48%
Dec 31, 2025	INVESCO LTD.	0.12%	42.38K	596.27K	-6.55K	-13.39%
Dec 31, 2025	ALMITAS CAPITAL LLC	0.15%	55.33K	778.44K	55.33K	+100.00%
Dec 31, 2025	TFB ADVISORS LLC	0.28%	99.88K	1.41M	-12.8K	-11.36%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.34%	124.47K	1.75M	1.98K	+1.61%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.35%	128.42K	1.81M	2.97K	+2.37%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.38%	137.13K	1.93M	25.78K	+23.15%
Dec 31, 2025	HUNTLEIGH ADVISORS, INC.	0.09%	33.83K	475.99K	-248.35K	-88.01%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	34.67K	487.87K	-1.64K	-4.52%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.1%	35.54K	500.1K	-6.5K	-15.45%
Dec 31, 2025	BALBOA WEALTH PARTNERS	0.06%	23.56K	331.53K	-648	-2.68%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	26.33K	370.46K	-7.6K	-22.39%
Dec 31, 2025	PVG ASSET MANAGEMENT CORP	0.07%	26.59K	374.14K	-924	-3.36%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.03%	10.88K	157.68K	86	+0.80%
Sep 30, 2025	BULLSEYE INVESTMENT MANAGEMENT, LLC	0.2%	72.04K	1.04M	0	0
Sep 30, 2025	UBS GROUP AG	0.21%	75.69K	1.1M	1.37K	+1.85%
Sep 30, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.05%	18.36K	266.08K	18.36K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	1.92%	696.12K	10.09M	-32.61K	-4.48%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.42%	152.68K	2.21M	0	0
Sep 30, 2025	PRIVATE ADVISORY GROUP LLC	0.4%	145K	2.1M	-6	0.00%
Sep 30, 2025	TFB ADVISORS LLC	0.31%	112.68K	1.6M	2.05K	+1.85%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.29%	105.41K	1.53M	-4.54K	-4.13%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	40.19K	582.29K	34.69K	+630.52%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.08%	27.82K	403.16K	48	+0.17%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	4.02%	1.46M	21.13M	56.63K	+4.04%
Sep 30, 2025	KENNEDY INVESTMENT GROUP	3.22%	1.17M	16.93M	12.45K	+1.08%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	15.98K	231K	-380	-2.32%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.04%	15.17K	219.76K	15.17K	+100.00%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.04%	14.97K	216.96K	-992	-6.21%
Sep 30, 2025	CWM, LLC	0.04%	14.92K	216K	-6	-0.04%
Sep 30, 2025	NOVAPOINT CAPITAL, LLC	0.04%	13.78K	199.6K	0	0
Sep 30, 2025	STABLEPOINT PARTNERS, LLC	0.03%	11.75K	170.27K	0	0
Sep 30, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.03%	10.57K	153.16K	0	0
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	9.4K	136.21K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	7.42K	107.58K	32	+0.43%
Sep 30, 2025	COLONIAL TRUST ADVISORS	0.01%	3K	43.47K	2.25K	+300.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2.75K	39.85K	0	0
Sep 30, 2025	PVG ASSET MANAGEMENT CORP	0.08%	27.52K	398.69K	0	0
Sep 30, 2025	INVESCO LTD.	0.13%	48.93K	708.98K	-1.19K	-2.38%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	33.93K	491.6K	-10.12K	-22.97%
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0.09%	31.41K	455.19K	31.41K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.92%	332.84K	4.82M	71.88K	+27.55%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.28%	100.59K	1.46M	-7.3K	-6.77%
Sep 30, 2025	MORGAN STANLEY	9.14%	3.32M	48.1M	163.24K	+5.17%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.96%	1.08M	15.59M	-29.78K	-2.69%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.21%	441.01K	6.39M	78.09K	+21.52%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.16%	419.56K	6.08M	-74.03K	-15.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	22.7K	328.89K	2.92K	+14.76%
Sep 30, 2025	HUNTLEIGH ADVISORS, INC.	0.78%	282.18K	4.09M	-323.65K	-53.42%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	49.22K	713.13K	-4.57K	-8.49%
Sep 30, 2025	SHEETS SMITH INVESTMENT MANAGEMENT	0.08%	27.52K	398.69K	27.52K	+100.00%
Sep 30, 2025	BALBOA WEALTH PARTNERS	0.07%	24.21K	350.82K	0	0
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.06%	21.34K	309.23K	0	0
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.05%	19.45K	281.89K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.76%	637.68K	9.24M	-13.71K	-2.10%
Sep 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.53%	556.74K	8.07M	-1.96K	-0.35%
Sep 30, 2025	NARWHAL CAPITAL MANAGEMENT	0.61%	222.61K	3.23M	13.46K	+6.44%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.31%	111.35K	1.61M	18.31K	+19.68%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.12%	42.04K	609.17K	-659	-1.54%
Sep 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.23%	85.29K	1.24M	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.22%	79.82K	1.16M	227	+0.29%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.21%	76.22K	1.1M	-6.11K	-7.42%
Sep 30, 2025	FIRST FINANCIAL GROUP CORP	0.08%	28.76K	416.66K	0	0
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	24.59K	356.29K	340	+1.40%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.05%	18.3K	265.17K	-3.79K	-17.17%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	16.85K	248.52K	0	0
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.2%	73.5K	1.06M	21.67K	+41.82%
Sep 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.17%	62.96K	912.35K	132	+0.21%
Sep 30, 2025	WORLD EQUITY GROUP, INC.	0.12%	44.09K	638.82K	-3.9K	-8.12%
Sep 30, 2025	D.A. DAVIDSON & CO.	1.05%	382.1K	5.54M	-31.44K	-7.60%
Sep 30, 2025	WINEBRENNER CAPITAL MANAGEMENT LLC	0.93%	338.21K	4.9M	-2.93K	-0.86%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.91%	331.16K	4.8M	-8.94K	-2.63%
Sep 30, 2025	LPL FINANCIAL LLC	0.82%	298.03K	4.32M	34.01K	+12.88%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	175.93K	2.55M	11.49K	+6.99%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	173.33K	2.53M	-43.58K	-20.09%
Sep 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.44%	161.18K	2.34M	4.41K	+2.81%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.35%	125.45K	1.82M	-1.53K	-1.21%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.34%	122.49K	1.77M	-17.63K	-12.58%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	36.32K	526.22K	15.88K	+77.67%
Sep 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.1%	34.81K	504.34K	-14.39K	-29.25%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	44.04K	654.05K	1.23K	+2.86%
Jun 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.14%	49.2K	730.55K	-3K	-5.75%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.14%	51.82K	769.59K	-1.71K	-3.20%
Jun 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.17%	62.83K	932.96K	3.58K	+6.04%
Jun 30, 2025	BULLSEYE INVESTMENT MANAGEMENT, LLC	0.2%	72.04K	1.04M	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.23%	82.32K	1.22M	-12.43K	-13.12%
Jun 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.23%	85.29K	1.27M	20.18K	+30.98%
Jun 30, 2025	TFB ADVISORS LLC	0.3%	110.64K	1.64M	-8	-0.01%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.94%	340.1K	5.05M	-178.35K	-34.40%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1%	362.91K	5.39M	10.7K	+3.04%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.03%	10.8K	160.32K	10.8K	+100.00%
Jun 30, 2025	STABLEPOINT PARTNERS, LLC	0.03%	11.75K	174.5K	-1.14K	-8.84%
Jun 30, 2025	NOVAPOINT CAPITAL, LLC	0.04%	13.78K	204.56K	0	0
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.04%	15.97K	237.08K	2K	+14.32%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	16.85K	250.21K	577	+3.55%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.05%	19.45K	288.9K	-345	-1.74%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	19.78K	293.72K	4.26K	+27.45%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	20.44K	303.55K	3.88K	+23.43%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.06%	20.61K	306.05K	-344	-1.64%
Jun 30, 2025	NARWHAL CAPITAL MANAGEMENT	0.58%	209.15K	3.11M	209.15K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	2.01%	728.73K	10.82M	-12.69K	-1.71%
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.1%	38.05K	564.97K	-2.35K	-5.81%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.2%	71.97K	1.07M	-13.56K	-15.85%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.3%	109.95K	1.63M	-4.62K	-4.04%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.35%	126.98K	1.89M	3.94K	+3.20%
Jun 30, 2025		0.08%	28.76K	427.01K	0	0
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.04%	1.11M	16.42M	19.55K	+1.80%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	164.43K	2.44M	9.66K	+6.24%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	216.9K	3.22M	-6.87K	-3.07%
Jun 30, 2025	LPL FINANCIAL LLC	0.73%	264.03K	3.92M	24.97K	+10.45%
Jun 30, 2025	D.A. DAVIDSON & CO.	1.14%	413.54K	6.14M	-37.93K	-8.40%
Jun 30, 2025	WORLD EQUITY GROUP, INC.	0.13%	47.98K	712.53K	-42.61K	-47.03%
Jun 30, 2025	INVESCO LTD.	0.14%	50.12K	744.31K	55	+0.11%
Jun 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.36%	493.6K	7.33M	129.1K	+35.42%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.3%	107.89K	1.6M	81.33K	+306.19%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.54%	558.71K	8.3M	2.81K	+0.50%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.72%	260.96K	3.88M	-76.42K	-22.65%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.12%	42.7K	634.1K	-1.36K	-3.08%
Jun 30, 2025	FIRST FINANCIAL GROUP CORP	0.08%	28.76K	427.01K	0	0
Jun 30, 2025	WINEBRENNER CAPITAL MANAGEMENT LLC	0.94%	341.14K	5.07M	1.61K	+0.47%
Jun 30, 2025	HUNTLEIGH ADVISORS, INC.	1.67%	605.83K	9M	27.07K	+4.68%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.06%	22.09K	328.08K	-1.95K	-8.12%
Jun 30, 2025	BALBOA WEALTH PARTNERS	0.07%	24.21K	359.53K	0	0
Jun 30, 2025	UBS GROUP AG	0.2%	74.32K	1.1M	-2.63K	-3.42%
Jun 30, 2025	OPPENHEIMER & CO INC	0.22%	79.59K	1.18M	-84	-0.11%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.79%	651.39K	9.67M	-16.64K	-2.49%
Jun 30, 2025	PVG ASSET MANAGEMENT CORP	0.08%	27.52K	408.6K	0	0
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.26%	93.04K	1.38M	-26.77K	-22.34%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.39%	140.12K	2.08M	-5.23K	-3.60%
Jun 30, 2025	PRIVATE ADVISORY GROUP LLC	0.4%	145.01K	2.15M	-525	-0.36%
Jun 30, 2025	KENNEDY INVESTMENT GROUP	3.18%	1.16M	17.16M	2.69K	+0.23%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.42%	152.68K	2.27M	94.5K	+162.42%
Jun 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.43%	156.77K	2.33M	4.96K	+3.27%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	24.25K	360.09K	541	+2.28%
Jun 30, 2025	AURORA PRIVATE WEALTH, INC.	0.45%	164.26K	2.44M	35.46K	+27.53%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.15%	53.78K	798.66K	-7.57K	-12.34%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.06%	21.34K	316.91K	0	0
Jun 30, 2025	MORGAN STANLEY	8.69%	3.16M	46.87M	203.3K	+6.88%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	3.86%	1.4M	20.81M	94.21K	+7.21%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.08%	27.78K	406.07K	-6.8K	-19.66%
Mar 31, 2025	BALBOA WEALTH PARTNERS	0.07%	24.21K	349.85K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	42.82K	618.74K	-12.11K	-22.04%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.16%	58.18K	840.73K	0	0
Mar 31, 2025	UBS GROUP AG	0.21%	76.95K	1.11M	-19.97K	-20.60%
Mar 31, 2025	TFB ADVISORS LLC	0.3%	110.64K	1.6M	2.83K	+2.63%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.32%	114.57K	1.66M	-15.45K	-11.89%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	154.78K	2.24M	4.79K	+3.20%
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.06%	21.34K	292.59K	4.61K	+27.57%
Mar 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.18%	65.12K	940.94K	65.12K	+100.00%
Mar 31, 2025	BULLSEYE INVESTMENT MANAGEMENT, LLC	0.2%	72.04K	1.04M	-1.55K	-2.10%
Mar 31, 2025	OPPENHEIMER & CO INC	0.22%	79.68K	1.15M	2.85K	+3.71%
Mar 31, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.42%	151.8K	2.19M	1.88K	+1.25%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.93%	337.38K	4.88M	3.98K	+1.19%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	1.43%	518.45K	7.49M	2.22K	+0.43%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	223.77K	3.23M	14.31K	+6.83%
Mar 31, 2025	LPL FINANCIAL LLC	0.66%	239.06K	3.45M	23.43K	+10.87%
Mar 31, 2025	D.A. DAVIDSON & CO.	1.24%	451.47K	6.52M	11.99K	+2.73%
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1%	364.5K	5.27M	18.02K	+5.20%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	26.56K	383.79K	26.56K	+100.00%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.12%	44.06K	636.64K	-1.38K	-3.04%
Mar 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.14%	52.2K	754.22K	-2.71K	-4.93%
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.15%	53.54K	773.58K	20.13K	+60.25%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.24%	85.53K	1.24M	-13.72K	-13.83%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.07%	24.05K	347.46K	-7.91K	-24.74%
Mar 31, 2025	INVESCO LTD.	0.14%	50.07K	723.47K	21.34K	+74.30%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.97%	352.21K	5.09M	6.27K	+1.81%
Mar 31, 2025	WORLD EQUITY GROUP, INC.	0.25%	90.59K	1.31M	-31.6K	-25.86%
Mar 31, 2025	PRIVATE ADVISORY GROUP LLC	0.4%	145.53K	2.1M	0	0
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.53%	555.9K	8.03M	-9.86K	-1.74%
Mar 31, 2025		0.08%	28.76K	415.51K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.84%	668.02K	9.65M	-30.26K	-4.33%
Mar 31, 2025	ROYAL BANK OF CANADA	2.04%	741.42K	10.71M	-8.54K	-1.14%
Mar 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.16%	59.25K	856.14K	21.47K	+56.84%
Mar 31, 2025	PVG ASSET MANAGEMENT CORP	0.08%	27.52K	397.59K	745	+2.78%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.99%	1.09M	15.69M	167.35K	+18.22%
Mar 31, 2025	KENNEDY INVESTMENT GROUP	3.18%	1.15M	16.66M	-17.03K	-1.46%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	3.6%	1.31M	18.89M	489.47K	+59.84%
Mar 31, 2025	MORGAN STANLEY	8.13%	2.95M	42.67M	6.51K	+0.22%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.1%	34.57K	499.56K	-1.98K	-5.42%
Mar 31, 2025	CAMELOT PORTFOLIOS, LLC	0.11%	40.39K	583.64K	12.42K	+44.41%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.34%	123.05K	1.78M	19.77K	+19.14%
Mar 31, 2025	AURORA PRIVATE WEALTH, INC.	0.35%	128.8K	1.86M	11.21K	+9.53%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.4%	145.35K	2.1M	-15.67K	-9.73%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	61.35K	886.54K	12.11K	+24.59%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.26%	94.75K	1.37M	-266.61K	-73.78%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.33%	119.81K	1.73M	70.42K	+142.59%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	23.71K	342.58K	-2K	-7.78%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.09%	31.5K	455K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	2.28%	826.09K	12.01M	427.37K	+107.18%
Mar 31, 2024	NOVAPOINT CAPITAL, LLC	0.04%	15.38K	223.55K	0	0
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.05%	16.73K	243.24K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	16.75K	243.51K	657	+4.08%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.05%	17.88K	259.91K	-53.04K	-74.79%
Mar 31, 2024	COMERICA BANK	0.05%	18.59K	270.26K	5.85K	+45.88%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.06%	20.97K	304.95K	-285	-1.34%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.06%	21.02K	305.73K	1.06K	+5.31%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.06%	22.2K	323K	1.32K	+6.34%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.07%	25.81K	375.23K	2.78K	+12.08%
Mar 31, 2024	STABLEPOINT PARTNERS, LLC	0.08%	29.6K	430.37K	5.23K	+21.48%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.13%	46.21K	671.91K	-42.93K	-48.16%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.13%	47.09K	684.74K	583	+1.25%
Mar 31, 2024	METEORA CAPITAL, LLC	0.13%	47.79K	694.81K	-53.21K	-52.69%
Mar 31, 2024	AURORA PRIVATE WEALTH, INC.	0.13%	48.15K	691K	48.15K	+100.00%
Mar 31, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	0.14%	50K	727K	-1.5K	-2.91%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.24%	88.2K	1.28M	-2.24K	-2.48%
Mar 31, 2024	AQR ARBITRAGE LLC	0.29%	105.2K	1.53M	-116.22K	-52.49%
Mar 31, 2024	TFB ADVISORS LLC	0.33%	119.73K	1.69M	4.42K	+3.83%
Mar 31, 2024	ODER INVESTMENT MANAGEMENT, LLC	0.38%	137.69K	2M	2.74K	+2.03%
Mar 31, 2024	PRIVATE ADVISORY GROUP LLC	0.4%	146.67K	2.13M	-8.73K	-5.62%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.42%	151.41K	2.2M	-37.79K	-19.97%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.45%	162.38K	2.36M	86.5K	+114.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.45%	163.78K	2.35M	41.95K	+34.44%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.55%	198.42K	2.88M	33.32K	+20.18%
Mar 31, 2024	BULLSEYE INVESTMENT MANAGEMENT, LLC	0.56%	205.1K	2.98M	-6.05K	-2.87%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.34%	485.71K	7.06B	-367.27K	-43.06%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	1.41%	513.16K	7.46M	-7.55K	-1.45%
Mar 31, 2024	KENNEDY INVESTMENT GROUP	3.28%	1.19M	17.32M	62.3K	+5.52%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.16%	57.96K	842.72K	-51.31K	-46.96%
Mar 31, 2024	BULLDOG INVESTORS, LLP	0.17%	60.74K	883.19K	-11.08K	-15.43%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.17%	63.44K	922K	-631.91K	-90.88%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.21%	75.76K	1.1M	-4.89K	-6.06%
Mar 31, 2024	OPPENHEIMER & CO INC	0.21%	77K	1.12M	794	+1.04%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	82.42K	1.2M	1.75K	+2.17%
Mar 31, 2024	BLUECHIP WEALTH ADVISORS LLC	0.24%	87.24K	1.27M	14.74K	+20.33%
Mar 31, 2024	INVESCO LTD.	0.06%	21.37K	310.66K	-18.73K	-46.71%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.43%	1.25M	18.13M	-142.61K	-10.26%
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	0.09%	33.36K	485.1K	-43.04K	-56.33%
Mar 31, 2024	INSIGHT ADVISORS, LLC/ PA	0.1%	37.03K	538.46K	4.08K	+12.36%
Mar 31, 2024	CAMELOT PORTFOLIOS, LLC	0.11%	40.7K	591.71K	-24.27K	-37.36%
Mar 31, 2024	CETERA ADVISORS LLC	0.12%	42.78K	621.99K	42.78K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.46%	166.41K	2.42M	82.96K	+99.42%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.63%	228.92K	3.33M	6.02K	+2.70%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	1.14%	413.24K	5.86M	-5.07K	-1.21%
Mar 31, 2024	JPMORGAN CHASE & CO	1.21%	440.81K	6.41M	420.98K	+2,122.49%
Mar 31, 2024	D.A. DAVIDSON & CO.	1.3%	471.75K	6.86M	36.72K	+8.44%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.79%	649.18K	9.44M	649.18K	+100.00%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	2.67%	969K	14.09M	38.34K	+4.12%
Mar 31, 2024	MORGAN STANLEY	8.06%	2.93M	42.55M	-535.5K	-15.47%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.02%	6.56K	95.45K	4.56K	+228.20%
Mar 31, 2024	WHITTIER TRUST CO	0.02%	7.5K	109.05K	7.5K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.03%	10.3K	149.76K	10.3K	+100.00%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	11.8K	171.57K	11.8K	+100.00%
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.03%	12K	174.48K	0	0
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.03%	12.03K	174.96M	-4.51K	-27.24%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	12.8K	186.07K	-481	-3.62%
Mar 31, 2024	CWM, LLC	0.04%	14.92K	217K	1.96K	+15.14%
Mar 31, 2024	UBS GROUP AG	0.04%	15K	218.1K	-1.22K	-7.51%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.04%	15.21K	221.13K	15.21K	+100.00%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.04%	15.21K	221.13K	15.21K	+100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	15.36K	220.47K	-937	-5.75%
Dec 31, 2023		0.07%	24.37K	339.4K	24.37K	+100.00%
Dec 31, 2023	BULLDOG INVESTORS, LLP	0.2%	71.83K	1M	13.66K	+23.48%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.19%	70.91K	987.79K	-3.08K	-4.17%
Dec 31, 2023	CAMELOT PORTFOLIOS, LLC	0.18%	64.97K	905.02K	23.54K	+56.82%
Dec 31, 2023	THOROUGHBRED FINANCIAL SERVICES, LLC	0.14%	51.5K	717K	0	0
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.13%	46.51K	647.9K	10.91K	+30.65%
Dec 31, 2023	INVESCO LTD.	0.11%	40.1K	558.52K	-8.13K	-16.85%
Dec 31, 2023	INSIGHT ADVISORS, LLC/ PA	0.09%	32.96K	459.1K	596	+1.84%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.09%	32.47K	452.29K	32.47K	+100.00%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.09%	31.89K	444.27K	-3.84K	-10.74%
Dec 31, 2023	MATISSE CAPITAL	0.07%	26.88K	374.4K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.06%	23.03K	320.75K	2.41K	+11.70%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.06%	21.26K	296.13K	2	+0.01%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.06%	20.87K	291K	-426	-2.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.05%	19.96K	278.08K	-141	-0.70%
Dec 31, 2023	JPMORGAN CHASE & CO	0.05%	19.83K	276.29K	639	+3.33%
Dec 31, 2023	FLOW STATE INVESTMENTS, L.P.	0.05%	18.53K	258.14K	18.53K	+100.00%
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.05%	16.73K	233.04K	0	0
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	16.54K	230.37K	-2.11K	-11.31%
Dec 31, 2023	MORGAN STANLEY	9.41%	3.46M	48.22M	-20.95K	-0.60%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.78%	1.39M	19.36M	0	0
Dec 31, 2023	KENNEDY INVESTMENT GROUP	3.07%	1.13M	15.72M	56.72K	+5.29%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	2.53%	930.66K	12.96M	238.91K	+34.54%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0.61%	222.9K	3.1M	25K	+12.63%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.8%	294.17K	4.1M	20.36K	+7.43%
Dec 31, 2023	ROYAL BANK OF CANADA	1.08%	398.72K	5.55M	27.24K	+7.33%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.32%	852.98K	11.88M	852.98K	+100.00%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.89%	695.34K	9.69M	-1.78K	-0.26%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	1.42%	520.7K	7.25M	-18.25K	-3.39%
Dec 31, 2023	D.A. DAVIDSON & CO.	1.18%	435.04K	6.06M	54.47K	+14.31%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	16.3K	227.08K	169	+1.05%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.21%	76.4K	1.06M	-7.11K	-8.51%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.22%	80.64K	1.12M	24.99K	+44.90%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	80.67K	1.12M	-8.79K	-9.83%
Dec 31, 2023	LPL FINANCIAL LLC	0.23%	83.45K	1.16M	9.48K	+12.82%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.24%	89.14K	1.24M	33.74K	+60.89%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.25%	90.44K	1.26M	-1.54K	-1.67%
Dec 31, 2023	METEORA CAPITAL, LLC	0.27%	101K	1.41M	-9.86K	-8.90%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.3%	109.26K	1.52M	109.26K	+100.00%
Dec 31, 2023	TFB ADVISORS LLC	0.31%	115.31K	1.61M	-17.49K	-13.17%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.33%	121.82K	1.7M	-15.96K	-11.58%
Dec 31, 2023	ODER INVESTMENT MANAGEMENT, LLC	0.37%	134.95K	1.88M	29.14K	+27.54%
Dec 31, 2023	PRIVATE ADVISORY GROUP LLC	0.42%	155.41K	2.16M	-9.45K	-5.73%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.45%	165.1K	2.3M	-24.62K	-12.98%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.51%	189.2K	2.64M	-38.57K	-16.93%
Dec 31, 2023	BULLSEYE INVESTMENT MANAGEMENT, LLC	0.57%	211.15K	2.94M	-8.17K	-3.72%
Dec 31, 2023	AQR ARBITRAGE LLC	0.6%	221.42K	3.08M	106.67K	+92.97%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	1.14%	418.31K	5.83M	243.36K	+139.11%
Dec 31, 2023	OPPENHEIMER & CO INC	0.21%	76.2K	1.06M	-349	-0.46%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	75.88K	1.06M	56.61K	+293.84%

Insiders

Among the FTHY insiders holding of 0.01% of the stake in company, BOWEN JAMES A, Officer - Investment Advisor, holds the largest shares of 169.5K. HOUSEY WILLIAM A JR, Officer of Advisor, Port. Mgr., is the second largest FTHY insider with ownership of 8.1K shares. MCGAREL DAVID, Officer-Investment Adviser, stands third with possession of 6K shares of that stake.

Insiders	Designation	Shares Held
BOWEN JAMES A	Officer - Investment Advisor	169.5K
HOUSEY WILLIAM A JR	Officer of Advisor, Port. Mgr.	8.1K
MCGAREL DAVID	Officer-Investment Adviser	6K
SCOTT JEFFREY M		3.25K
ZIETS KEVIN L	PORTFOLIO MANAGER	3K
LINDQUIST DANIEL J	Vice President	2.4K
DYKAS JAMES M	President, CEO	200
PURPURA ORLANDO		200

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 20, 2025	ZIETS KEVIN L	PURCHASE	14.60	3K	43.8K	3K
Apr 22, 2025	DYKAS JAMES M	PURCHASE	13.81	200	2.76K	200
Mar 12, 2025	BOWEN JAMES A	PURCHASE	14.46	30K	433.84K	169.5K
Oct 01, 2024	BOWEN JAMES A	PURCHASE	15.09	12.13K	183.03K	139.5K
Sep 30, 2024	BOWEN JAMES A	PURCHASE	15.20	4.37K	66.42K	123.37K
Sep 10, 2024	BOWEN JAMES A	PURCHASE	14.75	17K	250.83K	123K
Jun 18, 2024	MCGAREL DAVID	PURCHASE	14.02	6K	84.12K	6K
Apr 12, 2024	BOWEN JAMES A	PURCHASE	14.07	20K	281.48K	106K
Apr 10, 2024	HOUSEY WILLIAM A JR	PURCHASE	14.25	100	1.43K	8.1K
Apr 08, 2024	LINDQUIST DANIEL J	PURCHASE	14.30	2.4K	34.32K	2.4K
Apr 03, 2024	BOWEN JAMES A	PURCHASE	14.25	16K	227.99K	86K
Mar 26, 2024	BOWEN JAMES A	PURCHASE	14.50	50K	724.91K	70K
Mar 07, 2022	BOWEN JAMES A	PURCHASE	17.74	20K	354.72K	20K
Feb 24, 2022	SCOTT JEFFREY M	PURCHASE	17.73	2.5K	44.32K	3.25K
Feb 24, 2022	HOUSEY WILLIAM A JR	PURCHASE	17.65	3K	52.95K	8K
Jul 15, 2021	SCOTT JEFFREY M	PURCHASE	20.41	750	15.31K	750
Dec 29, 2020	HOUSEY WILLIAM A JR	PURCHASE	19.95	1K	19.95K	1K
Dec 29, 2020	PURPURA ORLANDO	PURCHASE	19.99	200	4K	200

Frequently Asked Questions