How many institutions own MUA 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 MUA shares is 102, representing 24.12% of the company's common stock.

Who are the major shareholders selling BlackRock MuniAssets Fund, Inc. stock?

SIT INVESTMENT ASSOCIATES INC, in the last quarter, reduced its stake in MUA by -79.39% restricting it's holding to 80.71 thousand shares of worth nearly $889.00K. UBS GROUP AG also lessened -13.88% of the MUA shares from its portfolio, reducing its holding to 133.27 thousand shares of worth $1.47M. LPL FINANCIAL LLC also shunned MUA shares holding by -47.79% last quarter which brought its holding to 251.59 thousand shares worth $2.77M.

Investors who are buying MUA stock?

As per its latest 13F filing, BANK OF NEW YORK MELLON CORP increased its stake in MUA by 10.7% in the last quarter. The institutional holder raised its holding to 32.04 thousand shares having worth more than $352.79K. OARSMAN CAPITAL, INC. also added 17.48% more shares of MUA to its portfolio, raising its holding to 129.98 thousand shares of worth $1.43M. MARINER, LLC also increased its MUA shares holding by 28.88% which brought its holding to 161.05 thousand shares worth $1.77M.

MUA's major insiders: who are they?

The insider with the most stakes in MUA is Harris Stayce D. , director at the company. Additionally, MUA stock is highly held by 10 percent owner BANK OF AMERICA CORP /DE/ and director KESTER W CARL among others.

Did an insider recently sell MUA stock?

Company executives, directors, and other insiders own N/A percent of BlackRock MuniAssets Fund, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which MUA insiders have sold stock, totaling 188 shares. Insiders that have sold shares include KESTER W CARL and BANK OF AMERICA CORP /DE/.

Which insider recently purchased MUA stock?

There have been 0 transaction(s) during the past 6-months in which BlackRock MuniAssets Fund, Inc. insiders have bought stock, totalling 0 shares

How much of MUA does insiders own?

Around 0 BlackRock MuniAssets Fund, Inc. shares are held by insiders, which represents about N/A of MUA stock.

Who is the insider with the largest stake?

MUA director, Harris Stayce D. holds the largest portfolio of the company's shares. MUA shares owned by Harris total nearly 10.

Which institution holds the most shares in MUA?

SIT INVESTMENT ASSOCIATES INC is the largest institutional owner in MUA which holds 80.71 thousand shares worth $889.00K or 0.21% of the total MUA shares outstanding followed by HBK SORCE ADVISORY LLC with ownership of 30.59 thousand shares representing 0.08% of the MUA ownership. BANK OF NEW YORK MELLON CORP is the third largest stakeholder with 32.04 thousand shares or 0.08% of the ownership worth more than $352.79K.

Is BlackRock MuniAssets Fund, Inc. 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 MUA is concerned, it is a stock which is not optionable.

Is there a short position on MUA's shares?

Number of MUA 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 MUA shares are there?

As of today, null shares of MUA are outstanding.

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

MUA 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 MUA is null.

BlackRock MuniAssets Fund (MUA) 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

24.12% Percentage of Shares held by All Institutions

24.12% Percentage of Float held by Institutions

102

Number of Institutions Holding Shares

Institutional Ownership

About 24.12% of MUA shares are held by financial institutions. SIT INVESTMENT ASSOCIATES INC is the top corporate investor, holding 80.71K shares valued at $889.00K. A 0.21% stake in BlackRock MuniAssets Fund, Inc. is owned by the company. HBK SORCE ADVISORY LLC owns 30.59K shares valued at $309.90K, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SIT INVESTMENT ASSOCIATES INC	0.21%	80.71K	889K	-310.92K	-79.39%
Jun 30, 2026	HBK SORCE ADVISORY LLC	0.08%	30.59K	309.9K	0	0
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.08%	32.04K	352.79K	3.1K	+10.70%
Jun 30, 2026	OARSMAN CAPITAL, INC.	0.34%	129.98K	1.43M	19.34K	+17.48%
Jun 30, 2026	UBS GROUP AG	0.35%	133.27K	1.47M	-21.49K	-13.88%
Jun 30, 2026	MARINER, LLC	0.42%	161.05K	1.77M	36.09K	+28.88%
Jun 30, 2026	LPL FINANCIAL LLC	0.65%	251.59K	2.77M	-230.28K	-47.79%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.78%	299.46K	3.3M	17.74K	+6.30%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.78%	300.68K	3.31M	19.73K	+7.02%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	2.76%	1.06M	11.69M	-280.81K	-20.92%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.58%	1.38M	15.18M	-56.38K	-3.93%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.13%	48.17K	532.99K	7.15K	+17.42%
Jun 30, 2026	TYCHE WEALTH PARTNERS LLC	0.13%	51.72K	569.43K	386	+0.75%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.18%	70.13K	772.15K	8.09K	+13.05%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	70.28K	773.73K	25	+0.04%
Jun 30, 2026	ESTATE PLANNERS GROUP, LLC	0.21%	79.24K	872.41K	-596	-0.75%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.21%	82.17K	904.67K	-4.13K	-4.78%
Jun 30, 2026	NOBLE WEALTH MANAGEMENT PBC	0.23%	89.2K	982.13K	-21.1K	-19.13%
Jun 30, 2026	WEALTH ALLIANCE	0.24%	90.74K	999K	0	0
Jun 30, 2026	COHEN & STEERS, INC.	0.24%	90.76K	999K	10K	+12.38%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	91.46K	1.01M	-940	-1.02%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.24%	94.2K	1.04M	-21.1K	-18.30%
Jun 30, 2026	MPWM ADVISORY SOLUTIONS, LLC	0.25%	97.05K	1.07M	-4.96K	-4.86%
Jun 30, 2026	MELFA WEALTH MANAGEMENT, LLC	0.3%	115.3K	1.27M	-8.62K	-6.96%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.46%	177.97K	1.96M	19.1K	+12.02%
Jun 30, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	0.48%	183.41K	2.01M	54.28K	+42.04%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.06%	23.39K	258K	0	0
Jun 30, 2026	NUVEEN, LLC	0.06%	23.61K	259.97K	0	0
Jun 30, 2026	BENJAMIN EDWARDS INC	0.06%	23.73K	261.3K	-250	-1.04%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.07%	25.4K	279.65K	5.7K	+28.93%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	11.87K	130.7K	177	+1.51%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.03%	12.72K	140K	-4.59K	-26.51%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.03%	13.31K	146.55K	61	+0.46%
Jun 30, 2026	NATURAL INVESTMENTS, LLC	0.04%	14.13K	155K	0	0
Jun 30, 2026	REGATTA CAPITAL GROUP, LLC	0.04%	15K	165.15K	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.04%	15.88K	174.8K	155	+0.99%
Jun 30, 2026	WALKER ASSET MANAGEMENT, LLC	0.04%	16.35K	180.04K	0	0
Jun 30, 2026	PFG INVESTMENTS, LLC	0.05%	18.19K	200.32K	-2.83K	-13.47%
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.05%	18.77K	206.61K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	20.9K	230.06K	-4.31K	-17.10%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.05%	20.99K	231.08K	0	0
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	3.15%	1.21M	13.34M	-13.01K	-1.06%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.84%	321.28K	3.54M	-7.69K	-2.34%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	1.11%	428.23K	4.71M	90.99K	+26.98%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.2%	461.27K	5.08M	-18.62K	-3.88%
Jun 30, 2026	MORGAN STANLEY	1.34%	516.22K	5.68M	23.73K	+4.82%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	1.54%	591.88K	6.52M	116.99K	+24.63%
Jun 30, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.26%	868.1K	9.45M	555.69K	+177.87%
Jun 30, 2026	KEYBANK NATIONAL ASSOCIATION/OH	2.75%	1.06M	11.67M	6.91K	+0.66%
Jun 30, 2026	ROYAL BANK OF CANADA	0.44%	168.73K	1.86M	-3.21K	-1.86%
Jun 30, 2026	KEUDELL/MORRISON WEALTH MANAGEMENT	0.08%	32.38K	356.51K	540	+1.70%
Jun 30, 2026	COFG ADVISORS, LLC	0.06%	24.26K	267.1K	379	+1.59%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	35.41K	390K	-267	-0.75%
Jun 30, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.1%	39.67K	436.79K	-6.33K	-13.75%
Jun 30, 2026	INVESCO LTD.	0.11%	42.07K	463.21K	-940	-2.19%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.06%	23.23K	255.79K	375	+1.64%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	25.44K	280.08K	0	0
Jun 30, 2026	PALOGIC VALUE MANAGEMENT, L.P.	0.07%	26.53K	292.1K	0	0
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.07%	26.87K	295.78K	-2.65K	-8.98%
Jun 30, 2026		0.06%	24.26K	267.1K	379	+1.59%
Jun 30, 2026	GILL CAPITAL PARTNERS, LLC	0.07%	25.16K	277.02K	95	+0.38%
Jun 30, 2026	RIVER STREET ADVISORS LLC	0.07%	27.45K	302.21K	0	0
Jun 30, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.07%	28.04K	308.67K	1.87K	+7.16%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	17.31K	184K	6.7K	+63.10%
Mar 31, 2026	UBS GROUP AG	0.4%	154.76K	1.64M	140.12K	+956.88%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.12%	46K	488.05K	20.6K	+81.08%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.22%	86.3K	915.59K	228	+0.26%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0.29%	110.31K	1.17M	110.31K	+100.00%
Mar 31, 2026	OARSMAN CAPITAL, INC.	0.29%	110.63K	1.17M	9.75K	+9.66%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.32%	123.92K	1.31M	38.87K	+45.70%
Mar 31, 2026	MARINER, LLC	0.32%	124.96K	1.33M	796	+0.64%
Mar 31, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	0.33%	127.11K	1.35M	127.11K	+100.00%
Mar 31, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	0.34%	129.12K	1.45M	29.96K	+30.22%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.41%	158.87K	1.69M	2.51K	+1.60%
Mar 31, 2026	ROYAL BANK OF CANADA	0.45%	171.94K	1.82M	81.07K	+89.22%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.73%	280.96K	2.98M	22.63K	+8.76%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	3.49%	1.34M	14.24M	801.83K	+148.32%
Mar 31, 2026	NUVEEN, LLC	0.06%	23.61K	250.52K	23.61K	+100.00%
Mar 31, 2026		0.06%	23.88K	253.38K	-9.48K	-28.41%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.06%	23.98K	254.46K	-213	-0.88%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	24.88K	264.01K	-936	-3.63%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.07%	25.07K	265.94K	-150	-0.59%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.07%	25.21K	267.44K	-6.58K	-20.71%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	25.44K	269.91K	18.44K	+263.26%
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.13%	51.33K	544.64K	34.56K	+206.03%
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.07%	26.16K	277.59K	7.97K	+43.84%
Mar 31, 2026	PALOGIC VALUE MANAGEMENT, L.P.	0.07%	26.53K	281.48K	26.53K	+100.00%
Mar 31, 2026	RIVER STREET ADVISORS LLC	0.07%	27.45K	291.23K	16.7K	+155.34%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.08%	28.95K	307.11K	6.9K	+31.30%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.08%	29.52K	313.17K	29.52K	+100.00%
Mar 31, 2026	HBK SORCE ADVISORY LLC	0.08%	30.59K	327.64K	30.59K	+100.00%
Mar 31, 2026	KEUDELL/MORRISON WEALTH MANAGEMENT	0.08%	31.84K	337.83K	-2.6K	-7.55%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	35.68K	379K	35.68K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	41.02K	435.24K	36.39K	+786.39%
Mar 31, 2026	INVESCO LTD.	0.11%	43.01K	456.36K	-125	-0.29%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	1.23%	474.89K	5.04M	90.21K	+23.45%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.25%	479.89K	5.09M	-24.61K	-4.88%
Mar 31, 2026	LPL FINANCIAL LLC	1.25%	481.87K	5.11M	46.02K	+10.56%
Mar 31, 2026	MORGAN STANLEY	1.28%	492.49K	5.23M	203.85K	+70.62%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	2.74%	1.05M	11.17M	2.37K	+0.23%
Mar 31, 2026	WEALTH ALLIANCE	0.24%	90.74K	962.71K	27.13K	+42.65%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	92.4K	980.31K	10.97K	+13.48%
Mar 31, 2026	MPWM ADVISORY SOLUTIONS, LLC	0.27%	102.02K	1.08M	370	+0.36%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.73%	281.72K	2.99M	166.98K	+145.52%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	3.18%	1.22M	13M	248K	+25.39%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.73%	1.44M	15.23M	-9.47K	-0.66%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.04%	14.8K	156.99K	14.8K	+100.00%
Mar 31, 2026	REGATTA CAPITAL GROUP, LLC	0.04%	15K	159.15K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.04%	15.72K	166.8K	0	0
Mar 31, 2026	WALKER ASSET MANAGEMENT, LLC	0.04%	16.35K	173.5K	0	0
Mar 31, 2026	ARLINGTON CAPITAL MANAGEMENT, INC.	0.04%	16.8K	178.2K	16.8K	+100.00%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.06%	23.39K	248K	84	+0.36%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.05%	18.77K	199.11K	1.77K	+10.39%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	19.7K	209.02K	4.2K	+27.10%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.05%	20.99K	222.68K	-3K	-12.51%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.05%	21.03K	223.09K	21.03K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.3%	115.3K	1.22M	43.29K	+60.12%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.16%	62.04K	658.24K	10.56K	+20.51%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	70.25K	745.36K	16	+0.02%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.88%	337.24K	3.58M	109.1K	+47.82%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	1.02%	391.62K	4.16M	391.62K	+100.00%
Mar 31, 2026	COHEN & STEERS, INC.	0.21%	80.76K	857K	30.93K	+62.06%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.81%	312.41K	3.31M	106.04K	+51.39%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.85%	328.97K	3.49M	153.18K	+87.14%
Dec 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.09%	34.44K	368.86K	34.44K	+100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.07%	25.14K	269K	-12.5K	-33.20%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.67%	258.33K	2.77M	27.48K	+11.91%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	23.99K	256.91K	6.89K	+40.28%
Dec 31, 2025	WALKER ASSET MANAGEMENT, LLC	0.04%	16.35K	175.13K	0	0
Dec 31, 2025	WEDBUSH SECURITIES INC	0.06%	23.31K	250K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.75%	1.44M	15.47M	-45.53K	-3.06%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.59%	228.14K	2.44M	37.2K	+19.49%
Dec 31, 2025	MARINER, LLC	0.32%	124.16K	1.33M	29.28K	+30.85%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	15.72K	168.37K	0	0
Dec 31, 2025		0.04%	15.7K	168.15K	15.7K	+100.00%
Dec 31, 2025	REGATTA CAPITAL GROUP, LLC	0.04%	15K	160.65K	-176.56K	-92.17%
Dec 31, 2025	XTX TOPCO LTD	0.04%	14.24K	152.48K	14.24K	+100.00%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.03%	11.45K	122.61K	11.45K	+100.00%
Dec 31, 2025	COHEN & STEERS, INC.	0.13%	49.83K	534K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.09%	34.47K	369.12K	21.23K	+160.49%
Dec 31, 2025	LPL FINANCIAL LLC	1.13%	435.84K	4.67M	-4.93K	-1.12%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1%	384.69K	4.12M	168.36K	+77.82%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	175.79K	1.88M	-29.54K	-14.39%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	156.36K	1.67M	4.61K	+3.04%
Dec 31, 2025	OARSMAN CAPITAL, INC.	0.26%	100.89K	1.08M	11.41K	+12.75%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.26%	99.16K	1.05M	-83.47K	-45.71%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	86.07K	921.78K	49.39K	+134.66%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.22%	85.05K	910.89K	-46	-0.05%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	81.42K	872.04K	-2.03K	-2.44%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	31.79K	340.46K	-2.35K	-6.87%
Dec 31, 2025	STONEX GROUP INC.	0.07%	25.41K	272.15K	25.41K	+100.00%
Dec 31, 2025	BURFORD BROTHERS, INC.	0.05%	17.5K	187.43K	0	0
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.04%	17K	182.07K	0	0
Dec 31, 2025	MORGAN STANLEY	0.75%	288.64K	3.09M	20K	+7.45%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.54%	206.37K	2.21M	206.37K	+100.00%
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	0.07%	25.22K	270.05K	-9.39K	-27.13%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.06%	24.2K	259.13K	24.2K	+100.00%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	16.77K	179.65K	0	0
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.73%	1.05M	11.25M	8.69K	+0.83%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.54%	976.96K	10.46M	224.94K	+29.91%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.31%	504.49K	5.4M	23.15K	+4.81%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.04%	15.5K	166.01K	2K	+14.81%
Dec 31, 2025	CWM, LLC	0.01%	5.42K	58K	0	0
Dec 31, 2025	BERNARD WEALTH MANAGEMENT CORP.	0.01%	5.3K	56.76K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	4.63K	49.57K	4.63K	+100.00%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.06%	23.35K	250.07K	23.35K	+100.00%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.41%	540.61K	5.79M	-177.39K	-24.71%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.3%	114.74K	1.23M	3.65K	+3.29%
Dec 31, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.26%	101.65K	1.09M	-1.03K	-1.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.19%	72.01K	771.19K	15.27K	+26.91%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	70.23K	752.22K	23	+0.03%
Dec 31, 2025	WEALTH ALLIANCE	0.17%	63.61K	681.23K	204	+0.32%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.13%	51.48K	595.72K	6.89K	+15.46%
Dec 31, 2025	INVESCO LTD.	0.11%	43.14K	462K	-32.94K	-43.30%
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.07%	25.4K	272.07K	25.4K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.24%	90.87K	973K	-4K	-4.21%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	25.82K	276.52K	25.82K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.06%	22.05K	236.1K	7.1K	+47.52%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.05%	18.19K	194.8K	0	0
Dec 31, 2025	UBS GROUP AG	0.04%	14.64K	156.83K	109	+0.75%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.03%	13K	139.22K	78	+0.60%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	11.14K	119.25K	215	+1.97%
Dec 31, 2025	RIVER STREET ADVISORS LLC	0.03%	10.75K	115.13K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	10.61K	114K	289	+2.80%
Dec 31, 2025	NOMURA HOLDINGS INC	0.03%	10.56K	113.12K	10.56K	+100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.03%	10.54K	112.89K	0	0
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	10.37K	111.12K	51	+0.49%
Dec 31, 2025	CX INSTITUTIONAL	0.02%	8.06K	86K	41	+0.51%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	7K	75K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.02%	6.95K	74.45K	700	+11.20%
Dec 31, 2025	US BANCORP \DE\	0.02%	6.3K	67.48K	3.2K	+103.19%
Sep 30, 2025	INVESTMENT PARTNERS, LTD.	0%	0	-	-14.78K	-100.00%
Sep 30, 2025	BURFORD BROTHERS, INC.	0.05%	17.5K	194.25K	0	0
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.05%	18.19K	201.9K	0	0
Sep 30, 2025	REGATTA CAPITAL GROUP, LLC	0.5%	191.56K	2.13M	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	70.21K	779.35K	13.6K	+24.03%
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	0.09%	34.6K	384.1K	-2.56K	-6.90%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	36.68K	407.14K	11.29K	+44.47%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	34.13K	378.89K	-150.5K	-81.51%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	15.72K	174.5K	-1.07K	-6.35%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.04%	14.94K	165.88K	-15.26K	-50.53%
Sep 30, 2025	CX INSTITUTIONAL	0.02%	8.01K	89K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	205.33K	2.28M	-5.16K	-2.45%
Sep 30, 2025	MARINER, LLC	0.25%	94.88K	1.05M	-25.29K	-21.04%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.22%	85.1K	944.58K	-49	-0.06%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	151.75K	1.66M	17.53K	+13.06%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.87%	1.49M	16.54M	230.97K	+18.34%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.71%	1.04M	11.57M	44.38K	+4.45%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.95%	752.02K	8.35M	423.9K	+129.19%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.87%	718K	7.97M	-131.84K	-15.51%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.25%	481.34K	5.34M	60.98K	+14.51%
Sep 30, 2025	OARSMAN CAPITAL, INC.	0.23%	89.48K	993.18K	20.6K	+29.91%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	83.46K	926.37K	3.29K	+4.10%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.12%	44.59K	494.93K	-22.81K	-33.84%
Sep 30, 2025	FINWARD BANCORP	0.04%	15.54K	172.45K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	1.15%	440.77K	4.89M	40.3K	+10.06%
Sep 30, 2025	MORGAN STANLEY	0.7%	268.63K	2.98M	-29.41K	-9.87%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.6%	230.84K	2.56M	57.18K	+32.93%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.56%	216.33K	2.4M	110.8K	+104.98%
Sep 30, 2025	ROYAL BANK OF CANADA	0.25%	94.86K	1.05M	-5.18K	-5.17%
Sep 30, 2025	WEALTH ALLIANCE	0.16%	63.4K	703.78K	63.4K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	56.74K	629.77K	6.41K	+12.73%
Sep 30, 2025	COHEN & STEERS, INC.	0.13%	49.83K	553K	10K	+25.11%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.1%	37.64K	418K	37.64K	+100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.06%	23.31K	259K	-624	-2.61%
Sep 30, 2025	UBS GROUP AG	0.04%	14.53K	161.33K	-13.29K	-47.77%
Sep 30, 2025	JANE STREET GROUP, LLC	0.03%	13.23K	146.86K	-5.36K	-28.82%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	10.92K	121.21K	165	+1.53%
Sep 30, 2025	RIVER STREET ADVISORS LLC	0.03%	10.75K	119.33K	0	0
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.03%	10.54K	117.01K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	4.23K	46.93K	0	0
Sep 30, 2025	US BANCORP \DE\	0.01%	3.1K	34.42K	0	0
Sep 30, 2025	ST GERMAIN D J CO INC	0.01%	3K	33.3K	0	0
Sep 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.01%	2.68K	29.75K	0	0
Sep 30, 2025	ASSET PLANNING,INC	0%	1.88K	20.81K	0	0
Sep 30, 2025	KEY FINANCIAL INC	0%	1.66K	18.58K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	930	10.32K	-3.01K	-76.37%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	700	7.77K	700	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	543	6.03K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	395	4.39K	0	0
Sep 30, 2025	CITIGROUP INC	0%	1	11	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-3.34K	-100.00%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	16.77K	186.19K	0	0
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0%	0	-	-138.89K	-100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-87.18K	-100.00%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0%	0	-	-26.53K	-100.00%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0%	0	-	-35.81K	-100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	10.33K	115K	-5.02K	-32.71%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	10.32K	114.58K	-904	-8.05%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.03%	12.92K	143.43K	940	+7.85%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.47%	182.63K	2.06M	-10.62K	-5.49%
Sep 30, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.27%	102.68K	1.14M	-5.23K	-4.85%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.5%	190.94K	2.12M	-44.86K	-19.03%
Sep 30, 2025	INVESCO LTD.	0.2%	76.08K	844.48K	36.86K	+94.00%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.04%	17K	188.7K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.29%	111.09K	1.23M	-145	-0.13%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.54%	209.01K	2.32M	-313.8K	-60.02%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	17.1K	189.81K	-1.1K	-6.04%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	7K	77.73K	0	0
Sep 30, 2025	CWM, LLC	0.01%	5.42K	60K	0	0
Sep 30, 2025	BERNARD WEALTH MANAGEMENT CORP.	0.01%	5.3K	58.83K	2.4K	+82.76%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.04%	13.5K	149.85K	13.5K	+100.00%
Sep 30, 2025	WALKER ASSET MANAGEMENT, LLC	0.04%	16.35K	181.51K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	3.34K	34.07K	3.34K	+100.00%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	3.68K	38.31K	3.68K	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	3.94K	40.92K	3.94K	+100.00%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	1K	10K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	4.23K	43.97K	-100	-2.31%
Jun 30, 2025	CX INSTITUTIONAL	0.02%	8.01K	83K	0	0
Jun 30, 2025	INVESTMENT PARTNERS, LTD.	0.04%	14.78K	153.73K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	25.39K	264.04K	-3.72K	-12.78%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.07%	26.53K	275.86K	26.53K	+100.00%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.5%	193.25K	2.13M	28.31K	+17.17%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.27%	105.54K	1.1M	105.54K	+100.00%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.22%	85.15K	885.52K	0	0
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.05%	18.19K	189.17K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	16.79K	174.59K	1.07K	+6.78%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	16.77K	174.45K	0	0
Jun 30, 2025	WALKER ASSET MANAGEMENT, LLC	0.04%	16.35K	170.06K	0	0
Jun 30, 2025	FINWARD BANCORP	0.04%	15.54K	161.57K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	15.35K	160K	0	0
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.05%	18.9K	196.51K	18.9K	+100.00%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.36%	138.89K	1.44M	138.89K	+100.00%
Jun 30, 2025	ST GERMAIN D J CO INC	0.01%	3K	31.2K	3K	+100.00%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.26%	101.76K	1.06M	-113.68K	-52.77%
Jun 30, 2025	ROYAL BANK OF CANADA	0.26%	100.04K	1.04M	-2.27K	-2.22%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.23%	87.18K	906.7K	40.78K	+87.87%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	80.17K	833.79K	6.33K	+8.57%
Jun 30, 2025	OARSMAN CAPITAL, INC.	0.18%	68.87K	716.29K	30.61K	+80.02%
Jun 30, 2025	COHEN & STEERS, INC.	0.1%	39.83K	414K	9.83K	+32.77%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.61%	235.8K	2.45M	48.21K	+25.70%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	12.34K	128K	12.34K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	11.22K	116.77K	-6.96K	-38.28%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	10.76K	111.85K	162	+1.53%
Jun 30, 2025	RIVER STREET ADVISORS LLC	0.03%	10.75K	111.8K	0	0
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.03%	10.54K	109.63K	10.54K	+100.00%
Jun 30, 2025	NOMURA HOLDINGS INC	0.03%	10K	104K	10K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	6.25K	65.01K	6.25K	+100.00%
Jun 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.01%	2.68K	27.87K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.55%	210.48K	2.19M	-15.07K	-6.68%
Jun 30, 2025	REGATTA CAPITAL GROUP, LLC	0.5%	191.56K	1.99M	0	0
Jun 30, 2025	MARINER, LLC	0.31%	120.17K	1.25M	-163.79K	-57.68%
Jun 30, 2025		0.28%	107.91K	1.12M	6.2K	+6.10%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.18%	67.4K	700.94K	-29.51K	-30.45%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	56.61K	588.72K	-32.44K	-36.43%
Jun 30, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.11%	41.69K	433.58K	7.66K	+22.49%
Jun 30, 2025	JANE STREET GROUP, LLC	0.05%	18.59K	193.33K	18.59K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	18.2K	189.28K	4K	+28.17%
Jun 30, 2025	BURFORD BROTHERS, INC.	0.05%	17.5K	182K	0	0
Jun 30, 2025	WEDBUSH SECURITIES INC	0.06%	23.93K	249K	1.7K	+7.65%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.27%	1.26M	13.09M	20.38K	+1.65%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.59%	997.61K	10.38M	3.22K	+0.32%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.21%	849.84K	8.84M	-191.29K	-18.37%
Jun 30, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.28%	107.91K	1.12M	6.2K	+6.10%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.09%	35.81K	372.47K	-42.85K	-54.47%
Jun 30, 2025	GILL CAPITAL PARTNERS, LLC	0.1%	37.17K	386.52K	91	+0.25%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.09%	420.36K	4.37M	94.31K	+28.93%
Jun 30, 2025	LPL FINANCIAL LLC	1.04%	400.48K	4.16M	155.94K	+63.77%
Jun 30, 2025	MORGAN STANLEY	0.77%	298.05K	3.1M	-17.14K	-5.44%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	184.63K	1.92M	157.9K	+590.73%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.45%	173.66K	1.81M	33.94K	+24.29%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	134.22K	1.4M	-93.96K	-41.18%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.29%	111.24K	1.16M	56.8K	+104.33%
Jun 30, 2025	INVESCO LTD.	0.1%	39.22K	407.86K	30	+0.08%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.04%	17K	176.8K	0	0
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.85%	328.12K	3.41M	163.19K	+98.94%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.36%	522.81K	5.44M	-24.55K	-4.49%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.13%	50.33K	523.42K	1.22K	+2.48%
Jun 30, 2025	UBS GROUP AG	0.07%	27.83K	289.38K	-55.36K	-66.55%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.08%	30.21K	314.14K	6.61K	+27.99%
Jun 30, 2025	KEY FINANCIAL INC	0%	1.66K	17.23K	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	89.05K	964.44K	-42.96K	-32.54%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.49%	187.59K	2.03M	13.61K	+7.82%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.43%	164.94K	1.76M	164.94K	+100.00%
Mar 31, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	16.77K	181.66K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	15.72K	170.26K	-20.7K	-56.84%
Mar 31, 2025	FINWARD BANCORP	0.04%	15.54K	168.25K	0	0
Mar 31, 2025	REGATTA CAPITAL GROUP, LLC	0.5%	191.56K	2.07M	-2.07K	-1.07%
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.05%	18.19K	182.8K	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.06%	23.6K	255.6K	23.6K	+100.00%
Mar 31, 2025		0.12%	45.5K	492.77K	45.5K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.26%	102.31K	1.11M	18.16K	+21.58%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	19.47K	210.89K	-6.05K	-23.71%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.36%	139.72K	1.51M	6.04K	+4.52%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.43%	164.93K	1.79M	164.93K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.2%	1.24M	13.42M	86.41K	+7.50%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	326.05K	3.53M	65.4K	+25.09%
Mar 31, 2025	MARINER, LLC	0.73%	283.96K	3.08M	-826.08K	-74.42%
Mar 31, 2025	LPL FINANCIAL LLC	0.63%	244.54K	2.65M	943	+0.39%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	228.18K	2.47M	78.09K	+52.03%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	225.56K	2.44M	3.04K	+1.37%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.22%	85.15K	922.13K	0	0
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	2.69%	1.04M	11.28M	-105.38K	-9.19%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.57%	994.4K	10.77M	-9.63K	-0.96%
Mar 31, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.42%	547.36K	5.93M	547.36K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.25%	96.91K	1.05M	-2.06K	-2.08%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.2%	78.67K	851.94K	58.35K	+287.23%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	73.84K	799.71K	-893	-1.19%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.14%	54.44K	589.58K	-12.68K	-18.90%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	49.11K	531.88K	-791	-1.59%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.12%	46.41K	502.59K	41K	+757.96%
Mar 31, 2025	INVESCO LTD.	0.1%	39.19K	424.4K	-180	-0.46%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	18.19K	197.01K	-7.66K	-29.64%
Mar 31, 2025	BURFORD BROTHERS, INC.	0.05%	17.5K	189.53K	0	0
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.04%	17K	184.11K	-15K	-46.88%
Mar 31, 2025	WALKER ASSET MANAGEMENT, LLC	0.04%	16.35K	177.09K	0	0
Mar 31, 2025	MORGAN STANLEY	0.82%	315.18K	3.41M	44.48K	+16.43%
Mar 31, 2025	OARSMAN CAPITAL, INC.	0.1%	38.26K	414.36K	6.99K	+22.35%
Mar 31, 2025	GILL CAPITAL PARTNERS, LLC	0.1%	37.08K	401.52K	-1.19K	-3.10%
Mar 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.09%	34.04K	368.6K	1.5K	+4.61%
Mar 31, 2025	COHEN & STEERS, INC.	0.08%	30K	325K	30K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	29.11K	315.23K	1.38K	+4.97%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	26.73K	289.49K	7.39K	+38.18%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.56%	215.45K	2.33M	201.54K	+1,449.41%
Mar 31, 2025	UBS GROUP AG	0.22%	83.19K	900.92K	-3.27K	-3.78%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.07%	25.25K	262.64K	25.25K	+100.00%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.06%	22.23K	241K	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	15.35K	166K	15.35K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.04%	15.22K	164.84K	3.5K	+29.86%
Mar 31, 2025	INVESTMENT PARTNERS, LTD.	0.04%	14.78K	160.09K	0	0
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.38%	146.96K	1.6M	-159.25K	-52.01%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.04%	15.11K	167K	-2.4K	-13.71%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	16.15K	178.89K	16.15K	+100.00%
Mar 31, 2024	WALKER ASSET MANAGEMENT, LLC	0.04%	16.35K	181.18K	0	0
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	17.2K	190.55K	2.74K	+18.92%
Mar 31, 2024	BURFORD BROTHERS, INC.	0.05%	17.5K	193.9K	0	0
Mar 31, 2024	KINGSWOOD WEALTH ADVISORS, LLC	0.05%	19.05K	211.02K	1.9K	+11.08%
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.05%	20K	221.6K	0	0
Mar 31, 2024	OARSMAN CAPITAL, INC.	0.05%	20.95K	232.15K	10.88K	+107.96%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.06%	22.25K	247K	-1.31K	-5.55%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.08%	29.11K	322.55K	14.7K	+101.95%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.09%	34.92K	388K	0	0
Mar 31, 2024	GILL CAPITAL PARTNERS, LLC	0.1%	38.03K	412.59K	109	+0.29%
Mar 31, 2024	KEUDELL/MORRISON WEALTH MANAGEMENT	0.12%	46.16K	511.44K	-7.46K	-13.91%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.16%	60.09K	665.79K	-26.96K	-30.97%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	89.74K	994.33K	2.59K	+2.97%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.28%	109.79K	1.22M	7.74K	+7.59%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.4%	153.22K	1.7M	7.21K	+4.94%
Mar 31, 2024	MARINER, LLC	1.5%	580.62K	6.43M	106.69K	+22.51%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.51%	198.28K	2.2M	-138.75K	-41.17%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.45%	173.47K	1.92M	-99.05K	-36.35%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.42%	162.1K	1.8M	45.89K	+39.49%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.2%	75.95K	841.47K	-2.35K	-3.00%
Mar 31, 2024	KOVACK ADVISORS, INC.	0.03%	10.55K	116.88K	36	+0.34%
Mar 31, 2024	FMR LLC	0.01%	4.48K	49.64K	4.48K	+100.00%
Mar 31, 2024		0.01%	5.48K	60.73K	5.48K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.27%	105.99K	1.17M	54.36K	+105.28%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.37%	143.82K	1.59M	-4.4K	-2.97%
Mar 31, 2024	INVESTMENT PARTNERS, LTD.	0.04%	14.78K	163.79K	0	0
Mar 31, 2024	REGATTA CAPITAL GROUP, LLC	0.52%	199.11K	2.21M	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	221K	2.45M	221K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.68%	263.61K	2.92M	660	+0.25%
Mar 31, 2024	MORGAN STANLEY	0.69%	268.67K	2.98M	22.85K	+9.30%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.22%	85.71K	949.62K	145	+0.17%
Mar 31, 2024	ROYAL BANK OF CANADA	0.2%	76.68K	850K	11.44K	+17.53%
Mar 31, 2024	INVESCO LTD.	0%	0	-	-21.61K	-100.00%
Mar 31, 2024	CITIGROUP INC	0%	1	11	0	0
Mar 31, 2024	BARTLETT & CO. WEALTH MANAGEMENT LLC	0%	100	1.11K	100	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	371	4.11K	4	+1.09%
Mar 31, 2024	CENTRAL TRUST CO	0%	546	6.05K	0	0
Mar 31, 2024	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0%	583	6.46K	583	+100.00%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	1K	11K	1K	+100.00%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	1.11K	12.25K	1.11K	+100.00%
Mar 31, 2024	KEY FINANCIAL INC	0%	1.66K	18.36K	0	0
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.1%	1.2M	13.27M	-129.37K	-9.75%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.65%	1.03M	11.36M	-79.74K	-7.21%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.54%	983.94K	10.9M	33.52K	+3.53%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	10.24K	113.44K	10.24K	+100.00%
Mar 31, 2024	US BANCORP \DE\	0.01%	3.1K	34.36K	0	0
Mar 31, 2024	CWM, LLC	0.01%	3.24K	36K	-891	-21.55%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	10.18K	113K	10.18K	+100.00%
Mar 31, 2024	PATHWAY FINANCIAL ADVISERS, LLC	0.01%	5.48K	60.73K	5.48K	+100.00%
Mar 31, 2024	TANGLEWOOD LEGACY ADVISORS, LLC	0.01%	5.28K	58.5K	0	0
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.01%	4.92K	54.3M	5	+0.10%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.17%	64.05K	709.66K	-1.65K	-2.52%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	1.9K	21.19K	0	0
Mar 31, 2024	SANDY SPRING BANK	0.01%	2.5K	27.7K	0	0
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	1.86%	718.18K	7.96M	76.18K	+11.87%
Mar 31, 2024	CETERA ADVISORS LLC	0.03%	10.33K	114.49K	10.33K	+100.00%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.03%	11K	121.9K	0	0
Mar 31, 2024	HEXAGON CAPITAL PARTNERS LLC	0.03%	11.46K	126.98K	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.03%	11.72K	129.87K	0	0
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.03%	12K	132.96K	12K	+100.00%
Dec 31, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.05%	20K	211.8K	0	0
Dec 31, 2023	INVESCO LTD.	0.06%	21.61K	228.88K	-4.48K	-17.18%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.06%	23.56K	249K	0	0
Dec 31, 2023	ADVISOR RESOURCE COUNCIL	0.06%	24.65K	261.05K	24.65K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	27.13K	287.35K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.08%	31.13K	329.66K	31.13K	+100.00%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.79%	306.21K	3.28M	57.35K	+23.05%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.7%	272.52K	2.89M	23.7K	+9.53%
Dec 31, 2023	UBS GROUP AG	0.68%	262.95K	2.78M	8.29K	+3.25%
Dec 31, 2023	MORGAN STANLEY	0.64%	245.82K	2.6M	6.3K	+2.63%
Dec 31, 2023	REGATTA CAPITAL GROUP, LLC	0.52%	199.11K	2.11M	-3.73K	-1.84%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.09%	32.88K	348.15K	6.43K	+24.32%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.09%	34.92K	370K	20.47K	+141.65%
Dec 31, 2023	GILL CAPITAL PARTNERS, LLC	0.1%	37.92K	401.55K	-19.69K	-34.18%
Dec 31, 2023	LPL FINANCIAL LLC	0.13%	51.63K	546.79K	7.63K	+17.33%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.87%	337.02K	3.57M	-179.68K	-34.77%
Dec 31, 2023	MARINER, LLC	1.23%	473.93K	5.02M	42.89K	+9.95%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	1.66%	642K	6.8B	-12.27K	-1.88%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.46%	950.42K	10.06M	77.58K	+8.89%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.38%	148.23K	1.57M	-5.07K	-3.31%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.38%	146.01K	1.55M	2.67K	+1.86%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.3%	116.21K	1.23M	-62.76K	-35.07%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.86%	1.11M	11.7M	107.88K	+10.82%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.43%	1.33M	14.05M	54.39K	+4.27%
Dec 31, 2023	OARSMAN CAPITAL, INC.	0.03%	10.08K	106.69K	-12.36K	-55.08%
Dec 31, 2023	KOVACK ADVISORS, INC.	0.03%	10.51K	111.32K	10.51K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.03%	10.55K	113.66K	10.55K	+100.00%
Dec 31, 2023	NOMURA HOLDINGS INC	0.03%	10.84K	114.77K	10.84K	+100.00%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.03%	11K	116.51K	0	0
Dec 31, 2023	HEXAGON CAPITAL PARTNERS LLC	0.03%	11.46K	121.36K	0	0
Dec 31, 2023	TRUIST FINANCIAL CORP	0.03%	11.72K	124.13K	-1.11K	-8.64%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.04%	14.42K	152.66K	14.42K	+100.00%
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	14.46K	153.15K	2.23K	+18.20%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.26%	102.05K	1.08M	-13.23K	-11.48%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	87.15K	922.91K	1.13K	+1.31%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.23%	87.05K	921.9K	-6.66K	-7.10%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.22%	85.56K	906.09K	317	+0.37%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.2%	78.29K	829.1K	-25.38K	-24.48%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.17%	65.7K	695.77K	-6.95K	-9.56%
Dec 31, 2023	ROYAL BANK OF CANADA	0.17%	65.24K	691K	9.94K	+17.98%
Dec 31, 2023	KEUDELL/MORRISON WEALTH MANAGEMENT	0.14%	53.62K	567.8K	-7.94K	-12.89%
Dec 31, 2023	INVESTMENT PARTNERS, LTD.	0.04%	14.78K	156.54K	-1K	-6.34%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	15.24K	161.43K	4.03K	+35.97%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.04%	15.41K	163.21K	15.41K	+100.00%
Dec 31, 2023	AQR ARBITRAGE LLC	0.04%	15.58K	164.97K	-38.5K	-71.19%
Dec 31, 2023	CREATIVE PLANNING	0.04%	15.75K	166.77K	-4.01K	-20.30%
Dec 31, 2023	WALKER ASSET MANAGEMENT, LLC	0.04%	16.35K	173.17K	0	0
Dec 31, 2023		0.04%	17.15K	181.57K	17.15K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.05%	17.51K	185K	4.15K	+31.08%

Insiders

Among the MUA insiders holding of N/A of the stake in company, HARRIS STAYCE D., director, holds the largest shares of 10. BANK OF AMERICA CORP /DE/, 10 percent owner, is the second largest MUA insider with ownership of 5 shares. KESTER W CARL, director, stands third with possession of 0 shares of that stake.

Insiders	Designation	Shares Held
HARRIS STAYCE D.	director	10
BANK OF AMERICA CORP /DE/	10 percent owner	5
KESTER W CARL	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 07, 2026	KESTER W CARL	SALE	0.00	188	-	0
Oct 29, 2024	HARRIS STAYCE D.	PURCHASE	11.46	10	114.6	10
Dec 27, 2023	BANK OF AMERICA CORP /DE/	PURCHASE	10.56	5	52.8	5
Nov 20, 2023	BANK OF AMERICA CORP /DE/	SALE	9.90	100	990	37.92K
Jun 27, 2022	BANK OF AMERICA CORP /DE/	SALE	11.92	100	1.19K	196
Jun 24, 2022	BANK OF AMERICA CORP /DE/	PURCHASE	12.03	3.76K	45.23K	3.76K
Apr 29, 2022	BANK OF AMERICA CORP /DE/	PURCHASE	11.82	495	5.85K	0
Apr 27, 2022	BANK OF AMERICA CORP /DE/	SALE	11.77	495	5.83K	0

Frequently Asked Questions