How many institutions own IDE 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 IDE shares is 48, representing 25.69% of the company's common stock.

Who are the major shareholders selling Voya Infrastructure, Industrials and Materials Fund stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in IDE by -3.56% restricting it's holding to 28.41 thousand shares of worth nearly $393.00K. UHLMANN PRICE SECURITIES, LLC also lessened -10.4% of the IDE shares from its portfolio, reducing its holding to 22.96 thousand shares of worth $317.80K. NEWEDGE ADVISORS, LLC also shunned IDE shares holding by -9.45% last quarter which brought its holding to 21.73 thousand shares worth $300.79K.

Investors who are buying IDE stock?

As per its latest 13F filing, BANK OF AMERICA CORP /DE/ increased its stake in IDE by 69.2% in the last quarter. The institutional holder raised its holding to 32.18 thousand shares having worth more than $445.34K. RAYMOND JAMES FINANCIAL INC also added 1.61% more shares of IDE to its portfolio, raising its holding to 36.51 thousand shares of worth $505.31K. BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS also increased its IDE shares holding by 5.16% which brought its holding to 37.6 thousand shares worth $520.37K.

IDE's major insiders: who are they?

The insider with the most stakes in IDE is Weber Mark , Senior Managing Director at the company. Additionally, IDE stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell IDE stock?

Company executives, directors, and other insiders own N/A percent of Voya Infrastructure, Industrials and Materials Fund's stock. Within the last six months, there have been 0 transaction(s) in which IDE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WEBER MARK.

Which insider recently purchased IDE stock?

There have been 0 transaction(s) during the past 6-months in which Voya Infrastructure, Industrials and Materials Fund insiders have bought stock, totalling 0 shares

How much of IDE does insiders own?

Around 0 Voya Infrastructure, Industrials and Materials Fund shares are held by insiders, which represents about N/A of IDE stock.

Who is the insider with the largest stake?

IDE Senior Managing Director, Weber Mark holds the largest portfolio of the company's shares. IDE shares owned by Weber total nearly 2.71 thousand.

Which institution holds the most shares in IDE?

ROCKEFELLER CAPITAL MANAGEMENT L.P. is the largest institutional owner in IDE which holds 29 shares worth $401.00 or 0% of the total IDE shares outstanding followed by CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. with ownership of 28.41 thousand shares representing 0.19% of the IDE ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 32.18 thousand shares or 0.21% of the ownership worth more than $445.34K.

Is Voya Infrastructure, Industrials and Materials 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 IDE is concerned, it is a stock which is not optionable.

Is there a short position on IDE's shares?

Number of IDE 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 IDE shares are there?

As of today, null shares of IDE are outstanding.

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

IDE 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 IDE is null.

Voya Infrastructure Industrials and Materials Fund (IDE) 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

N/A Percentage of Shares held by All Insiders

25.69% Percentage of Shares held by All Institutions

25.69% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 25.69% of IDE shares are held by financial institutions. ROCKEFELLER CAPITAL MANAGEMENT L.P. is the top corporate investor, holding 29 shares valued at $401.00. A 0% stake in Voya Infrastructure, Industrials and Materials Fund is owned by the company. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. owns 28.41K shares valued at $393.00K, which translates its holding of 0.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	29	401	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	28.41K	393K	-1.05K	-3.56%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.21%	32.18K	445.34K	13.16K	+69.20%
Jun 30, 2026	UHLMANN PRICE SECURITIES, LLC	0.15%	22.96K	317.8K	-2.67K	-10.40%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.24%	36.51K	505.31K	580	+1.61%
Jun 30, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.25%	37.6K	520.37K	1.85K	+5.16%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.14%	21.73K	300.79K	-2.27K	-9.45%
Jun 30, 2026	CYNDEO WEALTH PARTNERS, LLC	0.13%	20.32K	281.27K	0	0
Jun 30, 2026	ALESSANDRA CAPITAL MANAGEMENT, LLC	0.36%	54.42K	753.23K	4.9K	+9.89%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.36%	54.61K	755.88K	10.19K	+22.93%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.36%	55.18K	763.67K	5.33K	+10.70%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.54%	81.63K	1.13M	-554	-0.67%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	23.55K	325.23K	-100	-0.42%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	16.89K	233.73K	117	+0.70%
Jun 30, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.1%	14.91K	206.35K	2.11K	+16.48%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.09%	14.23K	196.9K	4K	+39.09%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.16%	23.55K	325.39K	815	+3.59%
Jun 30, 2026	BOS ASSET MANAGEMENT, LLC	0.07%	10K	138.4K	10K	+100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.05%	7.6K	105.18K	6.6K	+660.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	4.34K	60.05K	86	+2.02%
Jun 30, 2026	FIFTH THIRD BANCORP	0.03%	4K	55.36K	0	0
Jun 30, 2026	UBS GROUP AG	0.55%	83.26K	1.15M	3.98K	+5.02%
Jun 30, 2026	LIVE OAK PRIVATE WEALTH LLC	0.55%	84.17K	1.16M	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.01%	1.35K	18.62K	1.35K	+100.00%
Jun 30, 2026	GREYKASELL WEALTH STRATEGIES, INC.	0.01%	1.25K	17.3K	0	0
Jun 30, 2026	ASSETMARK, INC	0.01%	852	11.79K	0	0
Jun 30, 2026	NWF ADVISORY SERVICES INC.	0.16%	24.4K	337.7K	500	+2.09%
Jun 30, 2026	C2C WEALTH MANAGEMENT, LLC	0.17%	26.23K	363.05K	0	0
Jun 30, 2026	WEST BRANCH CAPITAL LLC	0%	535	7.4K	12	+2.29%
Jun 30, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	215	2.98K	215	+100.00%
Jun 30, 2026	JFS WEALTH ADVISORS, LLC	0%	181	2.51K	181	+100.00%
Jun 30, 2026	WHITTIER TRUST CO OF NEVADA INC	0%	22	300	0	0
Jun 30, 2026	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-22.11K	-100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-1.14K	-100.00%
Jun 30, 2026	LPL FINANCIAL LLC	0.75%	113.56K	1.57M	5.26K	+4.85%
Jun 30, 2026	OPPENHEIMER & CO INC	0.84%	126.92K	1.76M	11.7K	+10.15%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	0.85%	129.09K	1.79M	-10.45K	-7.49%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.86%	130.3K	1.8M	9.12K	+7.52%
Jun 30, 2026	XTX TOPCO LTD	0%	0	-	-11.96K	-100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-21.19K	-100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	1.96%	297.42K	4.12M	-3.15K	-1.05%
Jun 30, 2026	INVESCO LTD.	2.07%	313.55K	4.34M	-4.02K	-1.26%
Jun 30, 2026	Z3 CAPITAL PARTNERS, LLC	2.35%	357.12K	4.94M	31.64K	+9.72%
Jun 30, 2026	MORGAN STANLEY	4.45%	676.1K	9.36M	33.45K	+5.20%
Mar 31, 2026	XTX TOPCO LTD	0.08%	11.96K	149.2K	11.96K	+100.00%
Mar 31, 2026	SAGEVIEW ADVISORY GROUP, LLC	0%	0	-	-1.02K	-100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	29.46K	368K	-35.75K	-54.82%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	4.25K	53.5K	-42.92K	-90.98%
Mar 31, 2026		0.24%	49.52K	618.06K	3.62K	+7.90%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	44.43K	554.45K	-4.65K	-9.48%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.24%	35.75K	446.2K	3.2K	+9.82%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.24%	35.93K	448.42K	660	+1.87%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.33%	49.85K	622.08K	4.85K	+10.77%
Mar 31, 2026	UBS GROUP AG	0.52%	79.28K	989.4K	5.26K	+7.10%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.54%	82.18K	1.03M	57.77K	+236.64%
Mar 31, 2026	LIVE OAK PRIVATE WEALTH LLC	0.55%	84.17K	1.05M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	0.71%	108.3K	1.35M	18.38K	+20.44%
Mar 31, 2026	OPPENHEIMER & CO INC	0.76%	115.22K	1.44M	9.34K	+8.82%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.8%	121.19K	1.51M	35.41K	+41.28%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.92%	139.54K	1.74M	-53.1K	-27.56%
Mar 31, 2026	ROYAL BANK OF CANADA	1.98%	300.57K	3.75M	2.74K	+0.92%
Mar 31, 2026	INVESCO LTD.	2.09%	317.57K	3.96M	-17.92K	-5.34%
Mar 31, 2026	MORGAN STANLEY	4.23%	642.65K	8.02M	-49.95K	-7.21%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	0	-	-250	-100.00%
Mar 31, 2026	GREYKASELL WEALTH STRATEGIES, INC.	0.01%	1.25K	15.6K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	4K	49.92K	4K	+100.00%
Mar 31, 2026	C2C WEALTH MANAGEMENT, LLC	0.17%	26.23K	327.38K	7K	+36.40%
Mar 31, 2026	WEST BRANCH CAPITAL LLC	0%	523	6.53K	12	+2.35%
Mar 31, 2026	ASSETMARK, INC	0.01%	852	10.63K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.16%	24K	299.52K	-766	-3.09%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.13%	19.02K	237.35K	-907	-4.55%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-200	-100.00%
Mar 31, 2026	WHITTIER TRUST CO OF NEVADA INC	0%	22	276	22	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	29	362	29	+100.00%
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.08%	12.8K	159.74K	12.8K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	16.77K	209.31K	119	+0.71%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	0.13%	20.32K	253.63K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.14%	21.19K	264.49K	21.19K	+100.00%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.15%	22.11K	275.9K	-2.2K	-9.07%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.15%	22.73K	285.27K	7.35K	+47.77%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	23.65K	297.52K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.07%	10.23K	127.66K	10.23K	+100.00%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.16%	23.9K	298.27K	-4.3K	-15.25%
Mar 31, 2026	UHLMANN PRICE SECURITIES, LLC	0.17%	25.63K	319.83K	564	+2.25%
Mar 31, 2026	ALESSANDRA CAPITAL MANAGEMENT, LLC	0.33%	49.52K	618.06K	3.62K	+7.90%
Mar 31, 2026	Z3 CAPITAL PARTNERS, LLC	2.14%	325.48K	4.06M	38.27K	+13.33%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.01%	1K	12.48K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.14K	14.19K	0	0
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.16%	32.56K	400.44K	635	+1.99%
Dec 31, 2025		0.22%	45.9K	564.57K	45.9K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.23%	47.17K	580.21K	-2.69K	-5.39%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	49.08K	603.68K	-964	-1.93%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	65.21K	802K	2.15K	+3.41%
Dec 31, 2025	UBS GROUP AG	0.36%	74.02K	910.5K	-3.34K	-4.31%
Dec 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.4%	84.17K	1.04M	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.41%	85.78K	1.06M	-28.11K	-24.68%
Dec 31, 2025	LPL FINANCIAL LLC	0.43%	89.92K	1.11M	3.28K	+3.78%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.22%	45K	553.5K	45K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	35.27K	433.83K	-487	-1.36%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.93%	192.64K	2.37M	-51.94K	-21.24%
Dec 31, 2025	INVESCO LTD.	1.61%	335.49K	4.13M	41.6K	+14.15%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-1K	-100.00%
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	250	3.08K	0	0
Dec 31, 2025	WEST BRANCH CAPITAL LLC	0%	511	6.29K	0	0
Dec 31, 2025	ASSETMARK, INC	0%	852	10.48K	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	1K	12.3K	0	0
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0%	1.02K	12.59K	1.02K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.14K	13.99K	0	0
Dec 31, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.01%	1.25K	15.38K	0	0
Dec 31, 2025	COMERICA BANK	0.02%	4.02K	49.49K	-740	-15.53%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.07%	15.38K	189.21K	15.38K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	16.65K	204.83K	-426	-2.49%
Dec 31, 2025	C2C WEALTH MANAGEMENT, LLC	0.09%	19.23K	236.55K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.1%	19.93K	245.08K	-735	-3.56%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.1%	20.32K	249.97K	-270	-1.31%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	23.65K	290.9K	0	0
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.12%	24.31K	299.03K	24.31K	+100.00%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.12%	24.41K	300.28K	24.41K	+100.00%
Dec 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.12%	25.06K	308.24K	612	+2.50%
Dec 31, 2025	OPPENHEIMER & CO INC	0.51%	105.88K	1.3M	22.15K	+26.46%
Dec 31, 2025	MORGAN STANLEY	3.33%	692.6K	8.52M	-164.63K	-19.20%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.12%	24.77K	304.62K	227	+0.93%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.14%	28.2K	346.86K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	200	2.46K	200	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	1.43%	297.83K	3.66M	38.49K	+14.84%
Dec 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0%	0	-	-81.62K	-100.00%
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0%	0	-	-10.55K	-100.00%
Sep 30, 2025	KOVACK ADVISORS, INC.	0%	0	-	-11.64K	-100.00%
Sep 30, 2025	C2C WEALTH MANAGEMENT, LLC	0.09%	19.23K	233.28K	0	0
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.1%	20.59K	249.79K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.1%	20.66K	250.61K	4.05K	+24.38%
Sep 30, 2025	OPPENHEIMER & CO INC	0.4%	83.72K	1.02M	14.32K	+20.62%
Sep 30, 2025	MORGAN STANLEY	4.12%	857.23K	10.4M	-56.64K	-6.20%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.12%	24.45K	296.59K	4.16K	+20.48%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.24%	49.86K	604.76K	-104	-0.21%
Sep 30, 2025	INVESCO LTD.	1.41%	293.89K	3.56M	-20.25K	-6.45%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	23.65K	275.29K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.42%	86.65K	1.05M	-3.1K	-3.46%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.55%	113.89K	1.38M	-3.82K	-3.24%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	50.04K	619.56K	-618	-1.22%
Sep 30, 2025	ASSETMARK, INC	0%	852	10.34K	0	0
Sep 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.05%	10.55K	127.97K	0	0
Sep 30, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.01%	1.25K	15.16K	1.25K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.14K	13.79K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	1.25%	259.34K	3.15M	25.08K	+10.71%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.18%	244.59K	2.97M	-25.43K	-9.42%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	24.54K	297.66K	-8.32K	-25.31%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.14%	28.2K	342.07K	2K	+7.63%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.15%	31.92K	387.21K	1.89K	+6.29%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	35.76K	433.75K	-242.23K	-87.14%
Sep 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.4%	84.17K	1.02M	0	0
Sep 30, 2025	COMERICA BANK	0.02%	4.76K	57.78K	-83	-1.71%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	63.06K	765K	511	+0.82%
Sep 30, 2025	UBS GROUP AG	0.37%	77.36K	938.38K	3.54K	+4.80%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.39%	81.62K	989.98K	-9.67K	-10.60%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-14.6K	-100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	250	3.03K	250	+100.00%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	1K	12.13K	1K	+100.00%
Sep 30, 2025	WEST BRANCH CAPITAL LLC	0%	511	6.2K	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	1K	12.13K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	17.08K	207K	176	+1.04%
Jun 30, 2025	C2C WEALTH MANAGEMENT, LLC	0.09%	19.23K	224.82K	0	0
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.44%	91.29K	1.07M	51	+0.06%
Jun 30, 2025	LPL FINANCIAL LLC	0.43%	89.75K	1.05M	5.1K	+6.02%
Jun 30, 2025	OPPENHEIMER & CO INC	0.33%	69.41K	811.39K	19.76K	+39.81%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.3%	270.02K	3.16M	40.39K	+17.59%
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.4%	84.17K	983.94K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	32.85K	384.06K	-9.76K	-22.89%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	16.9K	198K	-4.49K	-20.99%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.08%	16.61K	194.17K	1.58K	+10.52%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.07%	14.6K	170.62K	-26.9K	-64.83%
Jun 30, 2025	ASSETMARK, INC	0%	852	9.96K	852	+100.00%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.06%	11.64K	136.11K	-1.5K	-11.40%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.05%	10.55K	123.33K	0	0
Jun 30, 2025	COMERICA BANK	0.02%	4.85K	56.66K	80	+1.68%
Jun 30, 2025	ROYAL BANK OF CANADA	1.13%	234.25K	2.74M	62.64K	+36.50%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.57%	117.71K	1.38M	2.96K	+2.58%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.14K	13.29K	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	1K	11.69K	0	0
Jun 30, 2025	WEST BRANCH CAPITAL LLC	0%	511	5.98K	0	0
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0%	0	-	-47.01K	-100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-144.07K	-100.00%
Jun 30, 2025	WALLEYE CAPITAL LLC	0%	0	-	-16.08K	-100.00%
Jun 30, 2025	UBS GROUP AG	0.35%	73.82K	862.96K	12.64K	+20.65%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	62.55K	731K	5.13K	+8.92%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.24%	49.96K	584.04K	49.63K	+14,903.30%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	50.66K	592.24K	1.72K	+3.51%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.14%	30.03K	351.07K	10.58K	+54.40%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	23.65K	276.47K	350	+1.50%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.1%	20.59K	240.73K	0	0
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.1%	20.29K	237.25K	-3.16K	-13.47%
Jun 30, 2025	MORGAN STANLEY	4.39%	913.86K	10.68B	3.91K	+0.43%
Jun 30, 2025	INVESCO LTD.	1.51%	314.14K	3.67M	2.14K	+0.69%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.34%	277.99K	3.25M	11.5K	+4.32%
Jun 30, 2025	CITADEL ADVISORS LLC	0.07%	13.56K	158.49M	13.56K	+100.00%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0%	0	-	-12.29K	-100.00%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.13%	26.2K	306.28K	-2K	-7.09%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	21.39K	226K	-9.51K	-30.78%
Mar 31, 2025	OPPENHEIMER & CO INC	0.24%	49.65K	525.26K	3.55K	+7.70%
Mar 31, 2025	COMERICA BANK	0.02%	4.77K	50.43K	27	+0.57%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.05%	10.55K	111.62K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	48.94K	517.82K	-343	-0.70%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	57.43K	608K	725	+1.28%
Mar 31, 2025	UBS GROUP AG	0.29%	61.18K	647.32K	-12.27K	-16.71%
Mar 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.4%	84.17K	890.51K	10K	+13.48%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.28%	266.49K	2.82M	37.84K	+16.55%
Mar 31, 2025	INVESCO LTD.	1.5%	312K	3.3M	-2.24K	-0.71%
Mar 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.11%	23.45K	248.16K	653	+2.86%
Mar 31, 2025	KOVACK ADVISORS, INC.	0.06%	13.14K	139.03K	936	+7.67%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	15.03K	159.01K	1.87K	+14.20%
Mar 31, 2025	WALLEYE CAPITAL LLC	0.08%	16.08K	170.1K	5.99K	+59.37%
Mar 31, 2025	C2C WEALTH MANAGEMENT, LLC	0.09%	19.23K	203.48K	0	0
Mar 31, 2025	MORGAN STANLEY	4.37%	909.96K	9.63M	74.69K	+8.94%
Mar 31, 2025	LPL FINANCIAL LLC	0.41%	84.65K	895.59K	-3.51K	-3.98%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0%	1K	10.58K	0	0
Mar 31, 2025		0.14%	28.2K	298.36K	28.2K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.82%	171.61K	1.82M	67.05K	+64.13%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.1%	229.63K	2.43M	62.48K	+37.38%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.2%	41.49K	439.01K	-1.96K	-4.50%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.2%	42.61K	450.81K	145	+0.34%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	333	3.5K	333	+100.00%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.06%	12.29K	131.37K	-44.64K	-78.41%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	23.3K	246.51K	-400	-1.69%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.44%	91.24K	965.28K	488	+0.54%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.69%	144.07K	1.52M	31.37K	+27.83%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	0.23%	47.01K	497.32K	-33.56K	-41.66%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.09%	19.45K	205.2K	434	+2.28%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.1%	20.59K	217.87K	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.14K	12.03K	0	0
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0%	0	-	-54.93K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-15.57K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.55%	114.75K	1.21M	17.77K	+18.32%
Mar 31, 2025	WEST BRANCH CAPITAL LLC	0%	511	5.41K	0	0
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	22K	224.18K	0	0
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.11%	22.23K	209.62K	2.11K	+10.49%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.12%	25.52K	268.43K	-19.78K	-43.67%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.19%	39.37K	414.14K	-121	-0.31%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.23%	47.35K	498.15K	-8.76K	-15.61%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.27%	56.52K	594.62K	1.09K	+1.97%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.39%	81.76K	860.11K	-4.37K	-5.07%
Mar 31, 2024	LPL FINANCIAL LLC	0.4%	84.23K	886.09K	-17.29K	-17.03%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.46%	95.43K	1M	-9.45K	-9.01%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.49%	101.62K	1.07M	-1.67K	-1.61%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.49%	102.46K	1.08M	102.46K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.51%	105.15K	1.11M	19.91K	+23.35%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	5.87%	1.22M	12.85M	61.9K	+5.34%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	800	8.42K	0	0
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.29%	61.05K	642.21K	-349.17K	-85.12%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.74%	153.84K	1.62M	14.12K	+10.11%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.75%	156.45K	1.65M	2.53K	+1.65%
Mar 31, 2024	ALMITAS CAPITAL LLC	0.89%	185.34K	1.95M	77.68K	+72.15%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	1.04%	216.3K	2.28M	93.45K	+76.07%
Mar 31, 2024	INVESCO LTD.	1.42%	295.12K	3.1M	38.27K	+14.90%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	1.53%	318.36K	3.35M	128.7K	+67.86%
Mar 31, 2024	CSS LLC/IL	0.16%	32.89K	345.98K	0	0
Mar 31, 2024	OPPENHEIMER & CO INC	0.16%	33.53K	352.76K	10.93K	+48.37%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	34.15K	359K	34.15K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.17%	34.95K	367.67K	1.25K	+3.71%
Mar 31, 2024	AQR ARBITRAGE LLC	0.29%	59.61K	627.11K	-23.22K	-28.03%
Mar 31, 2024	ROYAL BANK OF CANADA	0.52%	109.02K	1.15M	18.83K	+20.87%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-3.2K	-100.00%
Mar 31, 2024	PRIVATE TRUST CO NA	0%	0	-	-790	-100.00%
Mar 31, 2024	KAYNE ANDERSON CAPITAL ADVISORS LP	0%	0	-	-58.3K	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-1.73K	-100.00%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0%	36	367K	0	0
Mar 31, 2024	WEST BRANCH CAPITAL LLC	0%	511	5.38K	11	+2.20%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.14K	11.96K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	3.88K	40.82K	0	0
Mar 31, 2024	COMERICA BANK	0.02%	4.03K	42.4K	-1	-0.02%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.03%	6.74K	70.85K	0	0
Mar 31, 2024	KOVACK ADVISORS, INC.	0.05%	10.45K	109.95K	10.45K	+100.00%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.05%	11.11K	116.92K	6.02K	+118.01%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.06%	12.4K	130.45K	12.4K	+100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.07%	15.14K	159.25K	15.14K	+100.00%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.08%	16.38K	172.27K	16.38K	+100.00%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.09%	18.75K	197.26K	888	+4.97%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.09%	18.75K	197.26K	18.75K	+100.00%
Mar 31, 2024	C2C WEALTH MANAGEMENT, LLC	0.09%	19.23K	202.32K	0	0
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.09%	19.5K	205.18K	-3.35K	-14.66%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	19.88K	209K	100	+0.51%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	20.05K	210.95K	8.39K	+71.90%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.1%	20.59K	216.64K	0	0
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.1%	20.94K	5.84M	20.94K	+100.00%
Mar 31, 2024	LIVE OAK PRIVATE WEALTH LLC	0.36%	74.17K	780.26K	0	0
Mar 31, 2024	MORGAN STANLEY	3.06%	636.45K	6.7M	40.43K	+6.78%
Dec 31, 2023	AQR ARBITRAGE LLC	0.45%	82.83K	843.24K	-9.11K	-9.91%
Dec 31, 2023	STONEBRIDGE CAPITAL ADVISORS LLC	0%	0	-	-1.4K	-100.00%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.47%	86.13K	876.76K	-2.5K	-2.82%
Dec 31, 2023	ROYAL BANK OF CANADA	0.49%	90.19K	918K	3.66K	+4.22%
Dec 31, 2023	LPL FINANCIAL LLC	0.55%	101.52K	1.03M	-477	-0.47%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.56%	103.28K	1.05M	504	+0.49%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.57%	104.88K	1.07M	9.93K	+10.46%
Dec 31, 2023	ALMITAS CAPITAL LLC	0.59%	107.66K	1.1M	43.5K	+67.81%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.67%	122.85K	1.25M	92.85K	+309.46%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.84%	153.91K	1.57M	-835	-0.54%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.03%	189.66K	1.93M	189.66K	+100.00%
Dec 31, 2023	INVESCO LTD.	1.4%	256.85K	2.61M	-6.89K	-2.61%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	2.23%	410.22K	4.18M	37.01K	+9.92%
Dec 31, 2023	MORGAN STANLEY	3.24%	596.02K	6.07M	-117.19K	-16.43%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	6.3%	1.16M	11.8M	27.42K	+2.42%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0%	0	-	-15.09K	-100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0%	0	-	-11.4K	-100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-76	-100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-1.73K	-100.00%
Dec 31, 2023	WEDBUSH SECURITIES INC	0%	0	-	-10.21K	-100.00%
Dec 31, 2023		0%	36	366	0	0
Dec 31, 2023	WEST BRANCH CAPITAL LLC	0%	500	5.09K	500	+100.00%
Dec 31, 2023	PRIVATE TRUST CO NA	0%	790	8.04K	0	0
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0%	800	8.14K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.14K	11.58K	0	0
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.7K	17.34K	1.7K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.01%	1.73K	17.62K	-2.4K	-58.14%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.02%	3.2K	32.54K	3.2K	+100.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	3.88K	39.5K	0	0
Dec 31, 2023	COMERICA BANK	0.02%	4.03K	41.04K	-11	-0.27%
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	5.1K	51.9K	5.1K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.04%	6.74K	68.56K	1K	+17.44%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	11.67K	118.75K	11.67K	+100.00%
Dec 31, 2023	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.1%	17.86K	181.85K	436	+2.50%
Dec 31, 2023	C2C WEALTH MANAGEMENT, LLC	0.1%	19.23K	192.9K	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	19.78K	201K	0	0
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.11%	20.12K	209.42K	-2.11K	-9.49%
Dec 31, 2023	CYNDEO WEALTH PARTNERS, LLC	0.11%	20.59K	209.64K	0	0
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.12%	22K	223.96K	4.95K	+29.03%
Dec 31, 2023	OPPENHEIMER & CO INC	0.12%	22.6K	230.07K	-100	-0.44%
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.12%	22.85K	232.65K	-7.5K	-24.71%
Dec 31, 2023	CSS LLC/IL	0.18%	32.89K	334.8K	-4.09K	-11.07%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.18%	33.7K	349.98K	200	+0.60%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	39.49K	401.99K	-1.73K	-4.19%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.25%	45.29K	461.09K	-22.13K	-32.82%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.3%	55.43K	564.25K	-49.6K	-47.23%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.31%	56.11K	558.44K	16.74K	+42.52%
Dec 31, 2023	KAYNE ANDERSON CAPITAL ADVISORS LP	0.32%	58.3K	593.49K	0	0
Dec 31, 2023	UBS GROUP AG	0.46%	85.24K	867.78K	3.03K	+3.69%
Dec 31, 2023	LIVE OAK PRIVATE WEALTH LLC	0.4%	74.17K	755.04K	0	0

Insiders

Among the IDE insiders holding of N/A of the stake in company, WEBER MARK, Senior Managing Director, holds the largest shares of 2.71K. , , is the second largest IDE insider with ownership of - shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
WEBER MARK	Senior Managing Director	2.71K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 26, 2018	WEBER MARK	SALE	15.26	0	3.72	2.71K
Oct 22, 2013	WEBER MARK	PURCHASE	17.07	50	853.45	50

Frequently Asked Questions