How many institutions own NKX 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 NKX shares is 83, representing 18.03% of the company's common stock.

Who are the major shareholders selling Nuveen California AMT-Free Quality Municipal Income Fund stock?

AMERIPRISE FINANCIAL INC, in the last quarter, reduced its stake in NKX by -2.82% restricting it's holding to 102.28 thousand shares of worth nearly $1.28M. UBS GROUP AG also lessened -3.11% of the NKX shares from its portfolio, reducing its holding to 232.75 thousand shares of worth $2.92M. WELLS FARGO & COMPANY/MN also shunned NKX shares holding by -6.6% last quarter which brought its holding to 529.47 thousand shares worth $6.63M.

Investors who are buying NKX stock?

As per its latest 13F filing, PEAK RETIREMENT PLANNING, INC. increased its stake in NKX by 100% in the last quarter. The institutional holder raised its holding to 20.72 thousand shares having worth more than $259.66K. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also added 6.24% more shares of NKX to its portfolio, raising its holding to 23 thousand shares of worth $289.80K. FIFTH THIRD BANCORP also increased its NKX shares holding by 0.3% which brought its holding to 23.86 thousand shares worth $299.00K.

NKX's major insiders: who are they?

The insider with the most stakes in NKX is CITIGROUP INC , 10 percent owner at the company. Additionally, NKX stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell NKX stock?

Company executives, directors, and other insiders own N/A percent of Nuveen California AMT-Free Quality Municipal Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which NKX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CITIGROUP INC.

Which insider recently purchased NKX stock?

There have been 0 transaction(s) during the past 6-months in which Nuveen California AMT-Free Quality Municipal Income Fund insiders have bought stock, totalling 0 shares

How much of NKX does insiders own?

Around 0 Nuveen California AMT-Free Quality Municipal Income Fund shares are held by insiders, which represents about N/A of NKX stock.

Who is the insider with the largest stake?

NKX 10 percent owner, CITIGROUP INC holds the largest portfolio of the company's shares. NKX shares owned by CITIGROUP total nearly 0.

Which institution holds the most shares in NKX?

PEAK RETIREMENT PLANNING, INC. is the largest institutional owner in NKX which holds 20.72 thousand shares worth $259.66K or 0.04% of the total NKX shares outstanding followed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with ownership of 23 thousand shares representing 0.05% of the NKX ownership. FIFTH THIRD BANCORP is the third largest stakeholder with 23.86 thousand shares or 0.05% of the ownership worth more than $299.00K.

Is Nuveen California AMT-Free Quality Municipal Income 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 NKX is concerned, it is a stock which is not optionable.

Is there a short position on NKX's shares?

Number of NKX 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 NKX shares are there?

As of today, null shares of NKX are outstanding.

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

NKX 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 NKX is null.

Nuveen California AMT-Free Quality Municipal Income Fund (NKX) 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

18.03% Percentage of Shares held by All Institutions

18.03% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 18.03% of NKX shares are held by financial institutions. PEAK RETIREMENT PLANNING, INC. is the top corporate investor, holding 20.72K shares valued at $259.66K. A 0.04% stake in Nuveen California AMT-Free Quality Municipal Income Fund is owned by the company. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC owns 23K shares valued at $289.80K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PEAK RETIREMENT PLANNING, INC.	0.04%	20.72K	259.66K	20.72K	+100.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	23K	289.8K	1.35K	+6.24%
Jun 30, 2026	FIFTH THIRD BANCORP	0.05%	23.86K	299K	72	+0.30%
Jun 30, 2026	EHRLICH FINANCIAL GROUP	0.05%	23.9K	299.44K	886	+3.85%
Jun 30, 2026	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.05%	24.19K	303.85K	0	0
Jun 30, 2026	RAREVIEW CAPITAL LLC	0.12%	58.89K	693.12K	62	+0.11%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.13%	64.84K	812.46K	4.05K	+6.66%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.13%	66K	826.98K	66K	+100.00%
Jun 30, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.14%	70.1K	878.35K	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	73.59K	922.14K	73.59K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.15%	74.71K	936.12K	42.25K	+130.17%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.16%	79.58K	997K	2.65K	+3.45%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.19%	96.65K	1.21M	41.61K	+75.61%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.21%	102.28K	1.28M	-2.97K	-2.82%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.22%	107.61K	1.35M	51.1K	+90.43%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.23%	111.84K	1.4M	9.6K	+9.39%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.27%	132K	1.66M	102K	+340.00%
Jun 30, 2026	UBS GROUP AG	0.47%	232.75K	2.92M	-7.47K	-3.11%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	296.33K	3.71M	6.33K	+2.18%
Jun 30, 2026	LPL FINANCIAL LLC	0.61%	305.53K	3.83M	19.2K	+6.70%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.86%	427.63K	5.36M	77.42K	+22.11%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.07%	529.47K	6.63M	-37.43K	-6.60%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	2.25%	1.12M	13.98M	41.45K	+3.86%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	2.5%	1.24M	15.55M	164.85K	+15.32%
Jun 30, 2026	MORGAN STANLEY	6.68%	3.32M	41.58M	74.37K	+2.29%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.04%	20.79K	260.51K	0	0
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.04%	21.19K	265.45K	0	0
Jun 30, 2026	CREATIVE PLANNING	0.05%	22.95K	287.54K	1.23K	+5.64%
Jun 30, 2026	READYSTATE ASSET MANAGEMENT LP	0.05%	22.96K	287.68K	22.96K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.05%	23.48K	294.15K	-134	-0.57%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	25.28K	316.72K	266	+1.06%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.07%	32.53K	407.59K	-5.55K	-14.58%
Jun 30, 2026	DKM WEALTH MANAGEMENT, INC.	0.43%	212.59K	2.66M	0	0
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC/CA	0.06%	30.65K	386K	30.65K	+100.00%
Jun 30, 2026	LAZARI CAPITAL MANAGEMENT, INC.	0.06%	28.76K	360.38K	0	0
Jun 30, 2026	VAN HULZEN ASSET MANAGEMENT, LLC	0.06%	28.37K	355.5K	0	0
Jun 30, 2026	STIFEL FINANCIAL CORP	0.07%	34.73K	435.15K	5.5K	+18.82%
Jun 30, 2026	DILIGENT INVESTORS, LLC	0.07%	35.08K	439.51K	-1.01K	-2.80%
Jun 30, 2026	MARINER, LLC	0.07%	35.14K	440.28K	-120.83K	-77.47%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	40.62K	508.94K	0	0
Jun 30, 2026	BLUE ZONE WEALTH ADVISORS, LLC	0.09%	43.7K	547.6K	-2.28K	-4.96%
Jun 30, 2026	APRIEM ADVISORS	0.09%	45.44K	569.31K	2K	+4.60%
Jun 30, 2026	MATHER GROUP, LLC.	0.1%	47.46K	594.65K	-6.7K	-12.37%
Jun 30, 2026	ROYAL BANK OF CANADA	0.1%	49.69K	623K	1.65K	+3.43%
Jun 30, 2026	XTX TOPCO LTD	0.1%	49.7K	622.75K	49.7K	+100.00%
Jun 30, 2026	BRIDGEWEALTH ADVISORY GROUP, LLC	0.11%	53.26K	667.36K	202	+0.38%
Jun 30, 2026	DWR WEALTH MANAGEMENT, LLC	0.11%	54.14K	674.56K	42	+0.08%
Jun 30, 2026	TORTUGA WEALTH MANAGEMENT, INC	0.04%	20.6K	258.12K	6K	+41.10%
Jun 30, 2026	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.06%	28K	350.84K	0	0
Jun 30, 2026	CITADEL ADVISORS LLC	0.05%	26.91K	337.17K	26.91K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	13.82K	165.6K	0	0
Mar 31, 2026	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.03%	13.89K	165.34K	13.89K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.03%	15.39K	183.09K	15.39K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.21%	105.25K	1.25M	35.07K	+49.97%
Mar 31, 2026	EVOKE WEALTH, LLC	0.29%	143.22K	1.72M	-9.98K	-6.51%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.06%	29.23K	347.81K	9.32K	+46.79%
Mar 31, 2026	MARINER, LLC	0.31%	155.97K	1.86M	2.84K	+1.86%
Mar 31, 2026	FLC CAPITAL ADVISORS	0.04%	17.85K	212.42K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	18K	214.2K	18K	+100.00%
Mar 31, 2026	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.05%	24.19K	289.34K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	25.01K	297.63K	25.01K	+100.00%
Mar 31, 2026	LAZARI CAPITAL MANAGEMENT, INC.	0.06%	28.76K	342.26K	0	0
Mar 31, 2026	MKT ADVISORS LLC	0.06%	28.88K	344K	-2.05K	-6.63%
Mar 31, 2026		0.11%	54.1K	634.55K	15.56K	+40.36%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.06%	30K	357K	30K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.07%	32.46K	386.26K	10.53K	+48.01%
Mar 31, 2026	CORE WEALTH PARTNERS LLC	0.04%	18.43K	219.26K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.05%	23.79K	283.11K	23.79K	+100.00%
Mar 31, 2026	VAN HULZEN ASSET MANAGEMENT, LLC	0.06%	28.37K	337.63K	-181	-0.63%
Mar 31, 2026	APRIEM ADVISORS	0.09%	43.44K	516.89K	2K	+4.83%
Mar 31, 2026	ROYAL BANK OF CANADA	0.1%	48.04K	572K	-968	-1.98%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.14%	70.1K	834.19K	0	0
Mar 31, 2026	WEDBUSH SECURITIES INC	0.15%	76.93K	915K	16.13K	+26.53%
Mar 31, 2026	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.04%	19.72K	234.64K	-1.12K	-5.35%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.04%	20.79K	247.41K	1.58K	+8.25%
Mar 31, 2026	BLUE ZONE WEALTH ADVISORS, LLC	0.09%	45.99K	547.22K	-1.64K	-3.44%
Mar 31, 2026	BRIDGEWEALTH ADVISORY GROUP, LLC	0.11%	53.06K	631.4K	127	+0.24%
Mar 31, 2026	DILIGENT INVESTORS, LLC	0.07%	36.09K	429.44K	87	+0.24%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.08%	38.08K	453.16K	38.08K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	40.62K	483.35K	0	0
Mar 31, 2026	GK WEALTH MANAGEMENT LLC	0.11%	54.1K	634.55K	54.1K	+100.00%
Mar 31, 2026	RAREVIEW CAPITAL LLC	0.12%	58.83K	692.39K	39	+0.07%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.58%	290K	3.45M	20K	+7.41%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.14%	566.9K	6.75M	-2.01K	-0.35%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.16%	1.07M	12.79M	-32.76K	-2.96%
Mar 31, 2026	MORGAN STANLEY	6.53%	3.24M	38.6M	327.73K	+11.24%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.04%	21.19K	253.8K	0	0
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	21.65K	258.93K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.04%	21.72K	258.49K	-9.1K	-29.53%
Mar 31, 2026	CERITY PARTNERS LLC	0.04%	22.05K	262.35K	0	0
Mar 31, 2026	EHRLICH FINANCIAL GROUP	0.05%	23.01K	273.84K	53	+0.23%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.05%	23.61K	280.95K	-1.64K	-6.48%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.12%	60.79K	723.41K	38K	+166.73%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.7%	350.21K	4.17M	33.5K	+10.58%
Mar 31, 2026	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.06%	28K	333.2K	0	0
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	2.16%	1.08M	12.8M	111.12K	+11.52%
Mar 31, 2026	PRIVATE TRUST CO NA	0.02%	9K	107.1K	0	0
Mar 31, 2026	PASADENA PRIVATE WEALTH, LLC	0.02%	10K	119K	0	0
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.02%	10K	119K	10K	+100.00%
Mar 31, 2026	MAREX GROUP PLC	0.02%	10.51K	125.07K	10.51K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	11.57K	138K	0	0
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.02%	12.1K	144K	0	0
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.02%	12.34K	146.89K	0	0
Mar 31, 2026	FORONJY FINANCIAL LLC	0.03%	12.81K	152.44K	12.81K	+100.00%
Mar 31, 2026	MAIA WEALTH LLC	0.03%	12.85K	152.89K	0	0
Mar 31, 2026	DWR WEALTH MANAGEMENT, LLC	0.11%	54.1K	634.55K	15.56K	+40.36%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.21%	102.24K	1.22M	8.85K	+9.48%
Mar 31, 2026	DKM WEALTH MANAGEMENT, INC.	0.43%	212.59K	2.53M	0	0
Mar 31, 2026	MATHER GROUP, LLC.	0.11%	54.16K	644.5K	54.16K	+100.00%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.11%	55.04K	654.97K	55.04K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.11%	56.51K	672.43K	22.18K	+64.63%
Mar 31, 2026	UBS GROUP AG	0.48%	240.23K	2.86M	-2.67K	-1.10%
Mar 31, 2026	LPL FINANCIAL LLC	0.58%	286.33K	3.41M	20.24K	+7.61%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	16.09K	191.43K	-245	-1.50%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.03%	16.95K	201.71K	0	0
Mar 31, 2026	PURE FINANCIAL ADVISORS, LLC	0.03%	17.09K	203.42K	0	0
Dec 31, 2025	WHITTIER TRUST CO	0%	200	2.5K	0	0
Dec 31, 2025	1620 INVESTMENT ADVISORS, INC.	0%	536	6.67K	0	0
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	550	6.84K	0	0
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	2.06K	25.68K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.04%	21.93K	272.82K	21.93K	+100.00%
Dec 31, 2025	CERITY PARTNERS LLC	0.04%	22.05K	274.25K	-5.33K	-19.48%
Dec 31, 2025	COMERICA BANK	0.04%	22.21K	276.26K	5.43K	+32.35%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.05%	22.79K	283.52K	4.71K	+26.01%
Dec 31, 2025	ROYAL BANK OF CANADA	0.1%	49.01K	610K	3.62K	+7.98%
Dec 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.06%	28.55K	355.2K	39	+0.14%
Dec 31, 2025	LAZARI CAPITAL MANAGEMENT, INC.	0.06%	28.76K	357.79K	0	0
Dec 31, 2025	MKT ADVISORS LLC	0.06%	30.93K	386.98K	-40.71K	-56.82%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	34.32K	426.99K	92	+0.27%
Dec 31, 2025	BRIDGEWEALTH ADVISORY GROUP, LLC	0.11%	52.93K	658.48K	252	+0.48%
Dec 31, 2025	RAREVIEW CAPITAL LLC	0.12%	58.79K	691.93K	78	+0.13%
Dec 31, 2025	EVOKE WEALTH, LLC	0.31%	153.2K	1.91M	669	+0.44%
Dec 31, 2025	UBS GROUP AG	0.49%	242.89K	3.02M	913	+0.38%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.03%	16.95K	210.86K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.54%	270K	3.36M	0	0
Dec 31, 2025	MAIA WEALTH LLC	0.03%	12.85K	168.89K	0	0
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.03%	14.45K	179.82K	85	+0.59%
Dec 31, 2025	CORE WEALTH PARTNERS LLC	0.04%	18.43K	229.21K	0	0
Dec 31, 2025	CREATIVE PLANNING	0.06%	30.83K	383.46K	8.77K	+39.77%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.14%	70.18K	873.07K	23.45K	+50.17%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.23%	1.11M	13.78M	109.77K	+11.00%
Dec 31, 2025		0.08%	38.54K	479.07K	38.54K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	13.82K	171.96K	3.2K	+30.12%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.02%	12.34K	153.56K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	12.1K	151K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	11.57K	144K	11.57K	+100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-19.51K	-100.00%
Dec 31, 2025	MORGAN STANLEY	5.87%	2.92M	36.28M	52.28K	+1.83%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	16.33K	203.18K	-2.9K	-15.07%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	3.9K	48.48K	3.9K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	7.93K	98.61K	7.93K	+100.00%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.03%	17.09K	212.65K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	93.38K	1.16M	8.14K	+9.55%
Dec 31, 2025	DKM WEALTH MANAGEMENT, INC.	0.43%	212.59K	2.64M	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.94%	964.89K	12M	447.71K	+86.57%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.12%	60.8K	756K	-5.28K	-7.99%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.13%	66K	821.04K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.54%	266.09K	3.31M	7.69K	+2.98%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.64%	316.71K	3.94M	29.1K	+10.12%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.04%	21.19K	263.54K	0	0
Dec 31, 2025	EHRLICH FINANCIAL GROUP	0.05%	22.96K	285.61K	106	+0.46%
Dec 31, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.05%	24.19K	311.57K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.05%	25.25K	314.06K	456	+1.84%
Dec 31, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.06%	28K	348.32K	0	0
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.14%	70.1K	872.04K	0	0
Dec 31, 2025	MARINER, LLC	0.31%	153.13K	1.9M	-3.18K	-2.03%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.14%	568.91K	7.08M	60.82K	+11.97%
Dec 31, 2025	PASADENA PRIVATE WEALTH, LLC	0.02%	10K	124.4K	10K	+100.00%
Dec 31, 2025	FLC CAPITAL ADVISORS	0.04%	17.85K	222.05K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	19.21K	238.94K	5.43K	+39.39%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.04%	19.91K	247.71K	1	+0.01%
Dec 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.04%	20.83K	259.16K	-85	-0.41%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	21.65K	271.06K	0	0
Dec 31, 2025	DILIGENT INVESTORS, LLC	0.07%	36K	447.83K	175	+0.49%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	40.62K	505.29K	0	0
Dec 31, 2025	APRIEM ADVISORS	0.08%	41.44K	515.46K	4K	+10.68%
Dec 31, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.1%	47.62K	592.41K	-10.61K	-18.21%
Dec 31, 2025	PRIVATE TRUST CO NA	0.02%	9K	111.96K	0	0
Dec 31, 2025	CITIGROUP INC	0%	3	37	0	0
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.06%	27.51K	348.56K	27.51K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	13.78K	174.58K	13.78K	+100.00%
Sep 30, 2025	MKT ADVISORS LLC	0.15%	71.64K	915.6K	0	0
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	70.1K	888.17K	0	0
Sep 30, 2025	RAREVIEW CAPITAL LLC	0.12%	58.71K	691.02K	62	+0.11%
Sep 30, 2025	FLC CAPITAL ADVISORS	0.04%	17.85K	226.16K	0	0
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	66K	836.22K	-16K	-19.51%
Sep 30, 2025	LPL FINANCIAL LLC	0.54%	258.4K	3.27M	30.63K	+13.45%
Sep 30, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.12%	58.23K	737.74K	-7.92K	-11.97%
Sep 30, 2025	LAZARI CAPITAL MANAGEMENT, INC.	0.06%	28.76K	364.4K	0	0
Sep 30, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.05%	24.19K	309.82K	0	0
Sep 30, 2025	EHRLICH FINANCIAL GROUP	0.05%	22.85K	289.55K	3.64K	+18.93%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	21.65K	271.92K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.04%	19.91K	252.28K	2.89K	+16.94%
Sep 30, 2025	BRIDGEWEALTH ADVISORY GROUP, LLC	0.11%	52.68K	667.45K	201	+0.38%
Sep 30, 2025	MORGAN STANLEY	5.99%	2.86M	36.28M	167.74K	+6.22%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.09%	997.65K	12.64M	176.34K	+21.47%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.08%	517.18K	6.55M	127.4K	+32.68%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	85.24K	1.08M	1.4K	+1.67%
Sep 30, 2025	NAPA WEALTH MANAGEMENT	0.12%	55.25K	700.01K	220	+0.40%
Sep 30, 2025	ROYAL BANK OF CANADA	0.1%	45.38K	575K	-609	-1.32%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.07%	34.23K	433.71K	-1.17K	-3.30%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	19.23K	230.55K	-682	-3.42%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.14%	66.07K	837K	8.79K	+15.34%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	40.62K	514.63K	0	0
Sep 30, 2025	APRIEM ADVISORS	0.08%	37.44K	474.32K	-5.57K	-12.96%
Sep 30, 2025	DILIGENT INVESTORS, LLC	0.08%	35.83K	453.9K	2.34K	+6.98%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.07%	34.77K	440.53K	9	+0.03%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.04%	21.19K	268.41K	0	0
Sep 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.04%	20.92K	265.03K	0	0
Sep 30, 2025	D.A. DAVIDSON & CO.	0.04%	18.09K	229.15K	5.53K	+43.99%
Sep 30, 2025	MAIA WEALTH LLC	0.03%	12.85K	165.55K	12.85K	+100.00%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.03%	12.34K	156.77K	-1.64K	-11.73%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	12.1K	153K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	10.62K	134.59K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	9K	114.03K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	2.06K	26.15K	0	0
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	550	6.97K	550	+100.00%
Sep 30, 2025	1620 INVESTMENT ADVISORS, INC.	0%	536	6.79K	0	0
Sep 30, 2025	WHITTIER TRUST CO	0%	200	2.54K	0	0
Sep 30, 2025	CITIGROUP INC	0%	3	38	0	0
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	0	-	-12	-100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	0	-	-510	-100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-2.6K	-100.00%
Sep 30, 2025	MYECFO, LLC	0%	0	-	-15K	-100.00%
Sep 30, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0%	0	-	-14.5K	-100.00%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.6%	287.61K	3.64M	3.95K	+1.39%
Sep 30, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.06%	28.51K	361.27K	1.05K	+3.81%
Sep 30, 2025	CREATIVE PLANNING	0.05%	22.05K	279.42K	838	+3.95%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.04%	17.09K	216.58K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.06%	508.1K	6.44M	21.84K	+4.49%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.57%	270K	3.42M	270K	+100.00%
Sep 30, 2025	FIERA CAPITAL CORP	0.52%	246.77K	3.13M	-1.39K	-0.56%
Sep 30, 2025	UBS GROUP AG	0.51%	241.98K	3.07M	54.86K	+29.32%
Sep 30, 2025	DKM WEALTH MANAGEMENT, INC.	0.45%	212.59K	2.69M	0	0
Sep 30, 2025	MARINER, LLC	0.33%	156.3K	1.98M	3.49K	+2.28%
Sep 30, 2025	EVOKE WEALTH, LLC	0.32%	152.53K	1.94M	526	+0.35%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	46.74K	592.14K	13.55K	+40.82%
Sep 30, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.06%	28K	354.76K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.06%	27.38K	346.88K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	24.79K	314.1K	-1.29K	-4.95%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.04%	19.51K	247.23K	214	+1.11%
Sep 30, 2025	CORE WEALTH PARTNERS LLC	0.04%	18.43K	233.45K	0	0
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.04%	16.95K	214.76K	0	0
Sep 30, 2025	COMERICA BANK	0.04%	16.78K	212.59K	13.78K	+459.30%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.03%	14.37K	183.15K	4	+0.03%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.02%	486.26K	5.72M	25.22K	+5.47%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-615	-100.00%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	2.06K	24.29K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	2.6K	30.59K	2.6K	+100.00%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.03%	14.37K	170.18K	-3.22K	-18.33%
Jun 30, 2025	MYECFO, LLC	0.03%	15K	176.55K	-54.5K	-78.42%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.73%	821.31K	9.67M	-53.32K	-6.10%
Jun 30, 2025	DKM WEALTH MANAGEMENT, INC.	0.45%	212.59K	2.5M	0	0
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.12%	58.65K	690.29K	-4.93K	-7.75%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	19.91K	234.38K	611	+3.17%
Jun 30, 2025	HRT FINANCIAL LP	0.03%	15.23K	179K	15.23K	+100.00%
Jun 30, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.06%	28K	322.28K	-2.15K	-7.13%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.17%	82K	965.14K	0	0
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0%	0	-	-74.91K	-100.00%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	12	141	12	+100.00%
Jun 30, 2025	WHITTIER TRUST CO	0%	200	2.35K	0	0
Jun 30, 2025	1620 INVESTMENT ADVISORS, INC.	0%	536	6.31K	266	+98.52%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	900	10K	0	0
Jun 30, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0.03%	14.5K	170.68K	0	0
Jun 30, 2025	EHRLICH FINANCIAL GROUP	0.04%	19.22K	226.16K	61	+0.32%
Jun 30, 2025	MORGAN STANLEY	5.67%	2.7M	31.73B	257.91K	+10.58%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.04%	21.19K	249.35K	21.19K	+100.00%
Jun 30, 2025	EVOKE WEALTH, LLC	0.32%	152K	1.8M	1.24K	+0.82%
Jun 30, 2025	BRIDGEWEALTH ADVISORY GROUP, LLC	0.11%	52.48K	617.68K	52.48K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	45.99K	541K	1.03K	+2.30%
Jun 30, 2025	APRIEM ADVISORS	0.09%	43.01K	506.21K	-199	-0.46%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	40.62K	478.07K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.07%	35.4K	416.67K	749	+2.16%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.07%	34.76K	409.13K	9	+0.03%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.07%	33.19K	390.62K	-24.45K	-42.42%
Jun 30, 2025	LAZARI CAPITAL MANAGEMENT, INC.	0.06%	28.76K	338.52K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	26.08K	306.97K	-4.44K	-14.53%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.05%	24.57K	289.24K	500	+2.08%
Jun 30, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.05%	24.19K	278.01K	5	+0.02%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	21.65K	255.04K	7K	+47.78%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.04%	19.3K	227.15K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	15.72K	185.07K	15.72K	+100.00%
Jun 30, 2025	CORE WEALTH PARTNERS LLC	0.04%	18.43K	216.86K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	83.84K	986.8K	15.69K	+23.03%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.03%	13.98K	161.38K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	10.62K	125.03K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	9K	105.93K	0	0
Jun 30, 2025	FIERA CAPITAL CORP	0.52%	248.16K	2.92M	-3.15K	-1.25%
Jun 30, 2025	MARINER, LLC	0.32%	152.82K	1.8M	-18.76K	-10.94%
Jun 30, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.14%	66.15K	778.54K	-4.02K	-5.73%
Jun 30, 2025	DILIGENT INVESTORS, LLC	0.07%	33.49K	394.14K	132	+0.40%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.06%	27.52K	324K	27.52K	+100.00%
Jun 30, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.06%	27.47K	323.29K	-1.07K	-3.76%
Jun 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.04%	17.09K	201.2K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.04%	17.03K	200.4K	200	+1.19%
Jun 30, 2025	MKT ADVISORS LLC	0.15%	71.64K	843.24K	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0.06%	27.38K	322.24K	0	0
Jun 30, 2025	CREATIVE PLANNING	0.04%	21.22K	249.71K	87	+0.41%
Jun 30, 2025	FLC CAPITAL ADVISORS	0.04%	17.85K	210.1K	0	0
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.18%	83.22K	979.51K	83.22K	+100.00%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	70.1K	825.08K	0	0
Jun 30, 2025		0.12%	58.65K	690.29K	-4.93K	-7.75%
Jun 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.04%	20.92K	246.21K	-1.05K	-4.78%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.12%	57.29K	674K	102	+0.18%
Jun 30, 2025	NAPA WEALTH MANAGEMENT	0.12%	55.03K	647.69K	-13.03K	-19.15%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.04%	16.95K	199.5K	0	0
Jun 30, 2025	UBS GROUP AG	0.39%	187.12K	2.2M	-20.22K	-9.75%
Jun 30, 2025	LPL FINANCIAL LLC	0.48%	227.77K	2.68M	10.52K	+4.84%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.6%	283.66K	3.34M	-624	-0.22%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.82%	389.78K	4.59M	1.41K	+0.36%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.04%	16.83K	211.84K	16.83K	+100.00%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.04%	16.95K	213.4K	0	0
Mar 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.04%	17.09K	215.21K	0	0
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.04%	17.59K	222.77K	2	+0.01%
Mar 31, 2025	FLC CAPITAL ADVISORS	0.04%	17.85K	224.73K	0	0
Mar 31, 2025	EHRLICH FINANCIAL GROUP	0.04%	19.15K	241.15K	38	+0.20%
Mar 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.05%	21.97K	276.58K	0	0
Mar 31, 2025	LAZARI CAPITAL MANAGEMENT, INC.	0.06%	28.76K	362.1K	0	0
Mar 31, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.06%	30.15K	379.58K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.06%	30.52K	384.2K	-128	-0.42%
Mar 31, 2025	DILIGENT INVESTORS, LLC	0.07%	33.36K	419.95K	81	+0.24%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	34.65K	436.27K	6.39K	+22.59%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	68.15K	857.99K	-21.89K	-24.31%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.04%	19.3K	242.97K	0	0
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.6%	284.28K	3.58M	-28.44K	-9.09%
Mar 31, 2025	MYECFO, LLC	0.15%	69.5K	875.01K	-2.14K	-2.98%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	70.1K	882.56K	0	0
Mar 31, 2025	FIERA CAPITAL CORP	0.53%	251.31K	3.16M	-18.12K	-6.72%
Mar 31, 2025	NAPA WEALTH MANAGEMENT	0.14%	68.06K	856.9K	-5.09K	-6.96%
Mar 31, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.15%	70.17K	883.4K	-22.78K	-24.51%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.05%	24.07K	303.09K	24.07K	+100.00%
Mar 31, 2025		0.03%	16.14K	203.2K	0	0
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.82%	388.38K	4.89M	14.02K	+3.75%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.97%	461.03K	5.8M	75.86K	+19.69%
Mar 31, 2025	MKT ADVISORS LLC	0.15%	71.64K	896.25K	0	0
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.16%	74.91K	943.16K	74.91K	+100.00%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.17%	82K	1.03M	82K	+100.00%
Mar 31, 2025	EVOKE WEALTH, LLC	0.32%	150.76K	1.91M	305	+0.20%
Mar 31, 2025	MARINER, LLC	0.36%	171.58K	2.16M	-3.73K	-2.13%
Mar 31, 2025	UBS GROUP AG	0.44%	207.33K	2.61M	-14.61K	-6.58%
Mar 31, 2025	LPL FINANCIAL LLC	0.46%	217.26K	2.74M	16.5K	+8.22%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.03%	15.89K	200.07K	0	0
Mar 31, 2025	CORE WEALTH PARTNERS LLC	0.04%	18.43K	231.97K	0	0
Mar 31, 2025	CYPRESS WEALTH SERVICES, LLC	0.06%	27.31K	343.83K	321	+1.19%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.07%	34.75K	437.53K	5	+0.01%
Mar 31, 2025	ROYAL BANK OF CANADA	0.09%	44.96K	566K	-6.12K	-11.98%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.12%	57.18K	720K	-40.38K	-41.39%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	14.65K	184.44K	0	0
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.84%	874.62K	11.01M	-102.52K	-10.49%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.12%	57.64K	725.65K	-55.93K	-49.25%
Mar 31, 2025	CREATIVE PLANNING	0.04%	21.13K	266.01K	55	+0.26%
Mar 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.06%	28.54K	359.31K	18	+0.06%
Mar 31, 2025	CERITY PARTNERS LLC	0.06%	27.38K	344.69K	-644	-2.30%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	19.3K	243.02K	7.81K	+67.96%
Mar 31, 2025	MORGAN STANLEY	5.13%	2.44M	30.7M	75.67K	+3.20%
Mar 31, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.05%	24.19K	304.76K	-1.06K	-4.21%
Mar 31, 2025	APRIEM ADVISORS	0.09%	43.21K	543.98K	1.3K	+3.10%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	40.62K	511.38K	40.62K	+100.00%
Mar 31, 2024	FLC CAPITAL ADVISORS	0.02%	10K	121.5K	10K	+100.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.02%	10.33K	125.48M	-31.25K	-75.16%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.02%	10.94K	132.9K	10.94K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	12.11K	147K	-177	-1.44%
Mar 31, 2024	SIMON QUICK ADVISORS, LLC	0.03%	13.13K	159.48K	1.87K	+16.65%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	13.65K	165.85K	0	0
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.03%	13.98K	169.91K	0	0
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.04%	16.95K	205.94K	-1.32K	-7.20%
Mar 31, 2024	CREATIVE PLANNING	0.04%	20.83K	253.14K	51	+0.25%
Mar 31, 2024	DILIGENT INVESTORS, LLC	0.12%	54.92K	667.21K	77	+0.14%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.6%	286.53K	3.48M	-66.3K	-18.79%
Mar 31, 2024	CETERA ADVISORS LLC	0.03%	15.89K	193.05K	15.89K	+100.00%
Mar 31, 2024	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.05%	21.97K	262.52K	0	0
Mar 31, 2024	MYECFO, LLC	0.16%	77.6K	942.84K	-2.5K	-3.12%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.17%	81.13K	985.67K	-11.26K	-12.19%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.17%	83.15K	1.01M	-883	-1.05%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.22%	104.47K	1.27M	46.74K	+80.97%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.24%	113.23K	1.38M	-44.69K	-28.30%
Mar 31, 2024	LPL FINANCIAL LLC	0.29%	136.09K	1.65M	57.88K	+74.01%
Mar 31, 2024	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.05%	25.23K	295.94K	6	+0.02%
Mar 31, 2024	APRIEM ADVISORS	0.11%	51.44K	624.98K	0	0
Mar 31, 2024	CAMELOT TECHNOLOGY ADVISORS, INC.	0.03%	14.5K	176.19K	0	0
Mar 31, 2024	MORGAN STANLEY	4.4%	2.09M	25.43M	88.33K	+4.41%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.03%	14.5K	176.96K	-2K	-12.12%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0.04%	17.09K	207.69K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.04%	17.14K	208K	0	0
Mar 31, 2024	SNOWDEN CAPITAL ADVISORS LLC	0.04%	18.04K	220.09K	18.04K	+100.00%
Mar 31, 2024	CORE WEALTH PARTNERS LLC	0.04%	18.43K	223.86K	0	0
Mar 31, 2024	EHRLICH FINANCIAL GROUP	0.04%	18.51K	224.9K	-2.12K	-10.29%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.04%	19.5K	236.93K	0	0
Mar 31, 2024	D.A. DAVIDSON & CO.	0.04%	20.67K	251.18K	-339	-1.61%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.06%	28.16K	373.99K	-813	-2.81%
Mar 31, 2024	LAZARI CAPITAL MANAGEMENT, INC.	0.06%	28.76K	349.45K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.07%	32.76K	398K	16K	+95.42%
Mar 31, 2024	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.07%	33.1K	402.1K	-405	-1.21%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.08%	35.87K	435.76K	19	+0.05%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.08%	37.54K	456.07K	3.04K	+8.80%
Mar 31, 2024	ROYAL BANK OF CANADA	0.08%	37.7K	458K	7.61K	+25.29%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.08%	38.69K	470.1K	1.24K	+3.31%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	41.25K	501.21K	14.92K	+56.68%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.09%	44.72K	543.32K	44.72K	+100.00%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	70.1K	851.72K	70.1K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.15%	70.24K	853.4K	-8.25K	-10.51%
Mar 31, 2024	MKT ADVISORS LLC	0.15%	71.31K	850.76K	479	+0.68%
Mar 31, 2024	NINE MASTS CAPITAL LTD	0.17%	78.89K	958.55K	78.89K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.3%	143.19K	1.74M	9.44K	+7.06%
Mar 31, 2024	EVOKE WEALTH, LLC	0.32%	151.1K	1.84M	-5.75K	-3.67%
Mar 31, 2024	MARINER, LLC	0.32%	153.02K	1.86M	-17.38K	-10.20%
Mar 31, 2024	LEISURE CAPITAL MANAGEMENT	0.36%	173.17K	2.1M	48.45K	+38.85%
Mar 31, 2024	BLUE ZONE WEALTH ADVISORS, LLC	0.41%	193.1K	2.35M	-1.52K	-0.78%
Mar 31, 2024	REGATTA CAPITAL GROUP, LLC	0.45%	215.57K	2.62M	0	0
Mar 31, 2024	AQR ARBITRAGE LLC	0.62%	295.12K	3.59M	-9.81K	-3.22%
Mar 31, 2024	FIERA CAPITAL CORP	0.87%	415.2K	5.04M	-103.84K	-20.01%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.91%	432.76K	5.26M	46.83K	+12.14%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	1.05%	497.91K	6.05M	-45.66K	-8.40%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.05%	974.83K	11.84M	91.15K	+10.31%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	900	10K	900	+100.00%
Mar 31, 2024	UMB BANK, N.A.	0%	1.81K	21.99K	-490	-21.30%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.01%	3K	36.45K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	4.7K	57.09K	4.7K	+100.00%
Mar 31, 2024	CERITY PARTNERS LLC	0.05%	22.05K	256.62K	0	0
Mar 31, 2024	VAN HULZEN ASSET MANAGEMENT, LLC	0.05%	23.7K	288K	-2.06K	-7.99%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.81%	385.93K	4.45M	23.98K	+6.63%
Dec 31, 2023	FIERA CAPITAL CORP	1.09%	519.04K	5.99M	519.04K	+100.00%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	1.14%	543.58K	6.27M	10.76K	+2.02%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.86%	883.68K	10.2M	70.81K	+8.71%
Dec 31, 2023	MORGAN STANLEY	4.22%	2M	23.13M	119.95K	+6.37%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.03%	13.98K	161.38K	0	0
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.03%	16.5K	190.46K	2K	+13.79%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.04%	16.76K	193.43K	6.61K	+65.13%
Dec 31, 2023	PURE FINANCIAL ADVISORS, LLC	0.04%	17.09K	197.27K	0	0
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.04%	17.14K	198K	-831	-4.62%
Dec 31, 2023	PERIGON WEALTH MANAGEMENT, LLC	0.04%	18.27K	210.78K	-6.49K	-26.21%
Dec 31, 2023	CORE WEALTH PARTNERS LLC	0.04%	18.43K	212.63K	0	0
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.04%	19.46K	224.54K	-2.75K	-12.40%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.04%	19.5K	225.03K	-1.02K	-4.96%
Dec 31, 2023	CREATIVE PLANNING	0.04%	20.78K	239.84K	1.33K	+6.85%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.04%	21.01K	242.48K	-11.4K	-35.18%
Dec 31, 2023	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.05%	21.97K	249.34K	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0.05%	22.05K	254.41K	0	0
Dec 31, 2023	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.05%	25.22K	290.58K	5	+0.02%
Dec 31, 2023	VAN HULZEN ASSET MANAGEMENT, LLC	0.05%	25.75K	297K	2.12K	+8.97%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.06%	26.33K	303.83K	-960	-3.52%
Dec 31, 2023		0.04%	20.63K	238.1K	20.63K	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.06%	28.98K	388.56K	28.98K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.06%	30.09K	347K	-11.09K	-26.92%
Dec 31, 2023	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.07%	33.5K	386.59K	-8.8K	-20.81%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.07%	34.5K	398.15K	2.8K	+8.82%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.08%	35.85K	413.67K	18	+0.05%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.08%	37.45K	432.19K	12.51K	+50.18%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.18%	84.03K	970K	1.68K	+2.04%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.09%	41.58K	479.83K	414	+1.01%
Dec 31, 2023	APRIEM ADVISORS	0.11%	51.44K	593.61K	-10.83K	-17.39%
Dec 31, 2023	DILIGENT INVESTORS, LLC	0.12%	54.84K	632.83K	77	+0.14%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.12%	57.73K	666.18K	-40.63K	-41.31%
Dec 31, 2023	MKT ADVISORS LLC	0.15%	70.83K	818.14K	-1.69K	-2.33%
Dec 31, 2023	LPL FINANCIAL LLC	0.16%	78.21K	902.48K	5.63K	+7.76%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.17%	78.48K	905.7K	-11.53K	-12.81%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.19%	92.38K	1.07M	69.2K	+298.48%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.18%	84.18K	971.48K	0	0
Dec 31, 2023	LEISURE CAPITAL MANAGEMENT	0.26%	124.72K	1.44M	-74.05K	-37.25%
Dec 31, 2023	REGATTA CAPITAL GROUP, LLC	0.45%	215.57K	2.49M	-3.41K	-1.56%
Dec 31, 2023	BLUE ZONE WEALTH ADVISORS, LLC	0.41%	194.62K	2.25M	-4.24K	-2.13%
Dec 31, 2023	MARINER, LLC	0.36%	170.39K	1.97M	5.19K	+3.14%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.33%	157.93K	1.82M	-95.87K	-37.77%
Dec 31, 2023	EVOKE WEALTH, LLC	0.33%	156.86K	1.81M	-12.01K	-7.11%
Dec 31, 2023	UBS GROUP AG	0.28%	133.75K	1.54M	-215.98K	-61.76%
Dec 31, 2023	AQR ARBITRAGE LLC	0.64%	304.92K	3.52M	14.85K	+5.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.74%	352.83K	4.07M	-145.72K	-29.23%

Insiders

Among the NKX insiders holding of N/A of the stake in company, CITIGROUP INC, 10 percent owner, holds the largest shares of 0. , , is the second largest NKX insider with ownership of - shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
CITIGROUP INC	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 07, 2016	CITIGROUP INC	SALE	100000.00	160	16M	0
Sep 13, 2016	CITIGROUP INC	SALE	100000.00	315	31.5M	160
Sep 12, 2016	CITIGROUP INC	PURCHASE	100000.00	315	31.5M	475
Oct 22, 2014	CITIGROUP INC	SALE	100000.00	59	5.9M	0

Frequently Asked Questions