How many institutions own NUAG 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 NUAG shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Nuveen Enhanced Yield U.S. Aggregate Bond stock?

SUSQUEHANNA INTERNATIONAL GROUP, LLP, in the last quarter, reduced its stake in NUAG by -60.5% restricting it's holding to 9.92 thousand shares of worth nearly $208.65K. FLOW TRADERS U.S. LLC also lessened -100% of the NUAG shares from its portfolio, reducing its holding to 0 shares of worth -. ROYAL BANK OF CANADA also shunned NUAG shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying NUAG stock?

As per its latest 13F filing, PROSPERA FINANCIAL SERVICES INC increased its stake in NUAG by 1.69% in the last quarter. The institutional holder raised its holding to 75.57 thousand shares having worth more than $1.59M. JPMORGAN CHASE & CO also added 11.93% more shares of NUAG to its portfolio, raising its holding to 133.67 thousand shares of worth $2.82M. RAYMOND JAMES FINANCIAL INC also increased its NUAG shares holding by 43.57% which brought its holding to 275.89 thousand shares worth $5.80M.

NUAG's major insiders: who are they?

The insider with the most stakes in NUAG is N/A , N/A at the company. Additionally, NUAG stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell NUAG stock?

Company executives, directors, and other insiders own N/A percent of Nuveen Enhanced Yield U.S. Aggregate Bond's stock. Within the last six months, there have been 0 transaction(s) in which NUAG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased NUAG stock?

There have been 0 transaction(s) during the past 6-months in which Nuveen Enhanced Yield U.S. Aggregate Bond insiders have bought stock, totalling 0 shares

How much of NUAG does insiders own?

Around 0 Nuveen Enhanced Yield U.S. Aggregate Bond shares are held by insiders, which represents about N/A of NUAG stock.

Who is the insider with the largest stake?

NUAG N/A, N/A holds the largest portfolio of the company's shares. NUAG shares owned by N/A total nearly -.

Which institution holds the most shares in NUAG?

PROSPERA FINANCIAL SERVICES INC is the largest institutional owner in NUAG which holds 75.57 thousand shares worth $1.59M or 2.66% of the total NUAG shares outstanding followed by JPMORGAN CHASE & CO with ownership of 133.67 thousand shares representing 4.71% of the NUAG ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 275.89 thousand shares or 9.72% of the ownership worth more than $5.80M.

Is Nuveen Enhanced Yield U.S. Aggregate Bond 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 NUAG is concerned, it is a stock which is not optionable.

Is there a short position on NUAG's shares?

Number of NUAG 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 NUAG shares are there?

As of today, null shares of NUAG are outstanding.

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

NUAG 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 NUAG is null.

Nuveen Enhanced Yield US Aggregate Bond (NUAG) 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

Institutional Ownership

About N/A of shares are held by financial institutions. PROSPERA FINANCIAL SERVICES INC is the top corporate investor, holding 75.57K shares valued at $1.59M. A 2.66% stake in Nuveen Enhanced Yield U.S. Aggregate Bond is owned by the company. JPMORGAN CHASE & CO owns 133.67K shares valued at $2.82M, which translates its holding of 4.71% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	2.66%	75.57K	1.59M	1.25K	+1.69%
Jun 30, 2026	JPMORGAN CHASE & CO	4.71%	133.67K	2.82M	14.25K	+11.93%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	9.72%	275.89K	5.8M	83.73K	+43.57%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.37%	10.38K	218.16K	10.38K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	9.92K	208.65K	-15.2K	-60.50%
Jun 30, 2026	PRIVATE TRUST CO NA	0.1%	2.72K	57.16K	2.72K	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	1.62K	33.98K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	11.66%	331.21K	6.96M	136.33K	+69.96%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-21.84K	-100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0%	0	-	-80	-100.00%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.41%	11.57K	243.22K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.49%	13.82K	290.52K	635	+4.82%
Jun 30, 2026	MORGAN STANLEY	0.64%	18.16K	381.84K	-4.27K	-19.04%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	16.38%	465.18K	9.78M	6.45K	+1.40%
Jun 30, 2026	CITADEL ADVISORS LLC	0.72%	20.31K	427.12K	20.31K	+100.00%
Jun 30, 2026	MCNAMARA FINANCIAL SERVICES, INC.	0.85%	24.01K	504.83K	-378	-1.55%
Jun 30, 2026	FOUNTAINHEAD AM, LLC	0.01%	170	6.79K	-37	-17.87%
Jun 30, 2026	UBS GROUP AG	0.95%	27.1K	569.75K	434	+1.63%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-28.37K	-100.00%
Jun 30, 2026	APOLLON FINANCIAL, LLC	1.08%	30.56K	642.66K	-2.96K	-8.84%
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.03%	865	18.18K	3	+0.35%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1.9K	-100.00%
Jun 30, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	1.43%	40.48K	851.23K	-1.01K	-2.43%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	2.29%	65.07K	1.37M	5.29K	+8.86%
Mar 31, 2026	LPL FINANCIAL LLC	6.86%	194.87K	4.1M	38.85K	+24.90%
Mar 31, 2026	UBS GROUP AG	0.94%	26.66K	560.68K	9.89K	+58.96%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0%	0	-	-10.88K	-100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-160.19K	-100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0%	0	-	-30.34K	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	80	2K	-95	-54.29%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	16.15%	458.74K	9.65M	61.26K	+15.41%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	1.62K	33.98K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	1%	28.37K	596.67K	28.37K	+100.00%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	2.11%	59.78K	1.26M	-1.54K	-2.51%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.07%	1.9K	39.94K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.88%	25.12K	528.24K	-35.31K	-58.43%
Mar 31, 2026	APOLLON FINANCIAL, LLC	1.18%	33.53K	705.07K	-801	-2.33%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.41%	11.57K	243.25K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	6.77%	192.16K	4.04M	72.08K	+60.02%
Mar 31, 2026	SYSTELLIGENCE, LLC	0%	0	-	-127.11K	-100.00%
Mar 31, 2026	FOUNTAINHEAD AM, LLC	0.01%	207	7.47K	-34	-14.11%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.03%	862	18.12K	3	+0.35%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.46%	13.18K	277.18K	-23.38K	-63.95%
Mar 31, 2026	MORGAN STANLEY	0.79%	22.43K	471.71K	-1.08K	-4.60%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	2.62%	74.32K	1.56M	2.25K	+3.12%
Mar 31, 2026	MCNAMARA FINANCIAL SERVICES, INC.	0.86%	24.39K	512.84K	657	+2.77%
Mar 31, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	1.46%	41.49K	872.51K	4.73K	+12.86%
Mar 31, 2026	JPMORGAN CHASE & CO	4.21%	119.42K	2.5M	-392	-0.33%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.77%	21.84K	459K	21.84K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.83%	23.51K	498.1K	-1.05K	-4.27%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-54.21K	-100.00%
Dec 31, 2025	FOUNTAINHEAD AM, LLC	0.01%	241	8.72K	241	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.38%	10.88K	230.51K	0	0
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-40.35K	-100.00%
Dec 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0%	0	-	-232	-100.00%
Dec 31, 2025	LPL FINANCIAL LLC	5.47%	156.02K	3.31M	-53.19K	-25.43%
Dec 31, 2025	CITADEL ADVISORS LLC	5.66%	160.19K	3.39M	132.39K	+476.37%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	14.05%	397.48K	8.42M	25.25K	+6.78%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.03%	859	18.2K	859	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	1.62K	34.24K	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.07%	30.34K	642.65K	30.34K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.07%	1.9K	40.23K	1.3K	+216.50%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.37%	11.57K	245.05K	0	0
Dec 31, 2025	APOLLON FINANCIAL, LLC	1.09%	34.33K	727.26K	-6.27K	-15.44%
Dec 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	1.17%	36.76K	778.85K	2.36K	+6.85%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.29%	36.56K	774.66K	-30	-0.08%
Dec 31, 2025	NATURAL INVESTMENTS, LLC	0%	0	-	-78.42K	-100.00%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.94%	61.32K	1.3M	1.47K	+2.45%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.14%	60.43K	1.28M	60.43K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	2.53%	72.07K	1.53M	-224	-0.31%
Dec 31, 2025	JPMORGAN CHASE & CO	3.8%	119.81K	2.54M	-2K	-1.64%
Dec 31, 2025	SYSTELLIGENCE, LLC	4.03%	127.11K	2.69M	127.11K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.22%	120.08K	2.54M	14.65K	+13.90%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	175	4K	-3.7K	-95.48%
Dec 31, 2025	UBS GROUP AG	0.59%	16.77K	355.34K	-453	-2.63%
Dec 31, 2025	MCNAMARA FINANCIAL SERVICES, INC.	0.75%	23.73K	502.72K	-192	-0.80%
Sep 30, 2025	LPL FINANCIAL LLC	7.5%	209.21K	4.46M	72.15K	+52.64%
Sep 30, 2025	NATURAL INVESTMENTS, LLC	2.81%	78.42K	2.5M	78.42K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	2.59%	72.29K	1.54M	986	+1.38%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.39%	10.88K	231.85K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	1.62K	34.43K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	13.34%	372.23K	7.93M	48.92K	+15.13%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.78%	105.43K	2.25M	22.32K	+26.86%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	2.14%	59.85K	1.28M	3.76K	+6.70%
Sep 30, 2025	JANE STREET GROUP, LLC	1.94%	54.21K	1.15M	-719	-1.31%
Sep 30, 2025	APOLLON FINANCIAL, LLC	1.45%	40.6K	865.05K	-1.57K	-3.71%
Sep 30, 2025	FLOW TRADERS U.S. LLC	1.45%	40.35K	860K	40.35K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.31%	36.59K	772.4K	-1.7K	-4.45%
Sep 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	1.23%	34.41K	733.11K	5.28K	+18.11%
Sep 30, 2025	CITADEL ADVISORS LLC	1%	27.79K	592.19K	-6.28K	-18.44%
Sep 30, 2025	MORGAN STANLEY	0.88%	24.56K	523.34K	-213	-0.86%
Sep 30, 2025	MCNAMARA FINANCIAL SERVICES, INC.	0.86%	23.92K	509.73K	136	+0.57%
Sep 30, 2025	UBS GROUP AG	0.62%	17.23K	367.05K	75	+0.44%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.41%	11.57K	246.47K	-2.67K	-18.74%
Sep 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	232	4.93K	232	+100.00%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-85	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.14%	3.87K	82K	3.7K	+2,112.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	600	12.79K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-28.82K	-100.00%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	0	-	-198	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	4.37%	121.81K	2.6M	405	+0.33%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	600	12.62K	0	0
Jun 30, 2025	MORGAN STANLEY	0.89%	24.77K	520.88M	-6.92K	-21.82%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.39%	10.88K	228.77K	-1.2K	-9.93%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.98%	83.11K	1.75M	8.5K	+11.39%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	2.56%	71.31K	1.5M	5.36K	+8.13%
Jun 30, 2025	UBS GROUP AG	0.62%	17.15K	360.6K	-3.41K	-16.57%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	1.62K	33.98K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	175	4K	0	0
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.51%	14.24K	299.29K	0	0
Jun 30, 2025		0%	0	-	-1.23M	-100.00%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	85	1.8K	0	0
Jun 30, 2025	APOLLON FINANCIAL, LLC	1.51%	42.16K	886.49K	-4.48K	-9.60%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.37%	38.29K	804.87K	11.97K	+45.47%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	2.01%	56.1K	1.18M	2.12K	+3.93%
Jun 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	1.04%	29.13K	612.49K	1.01K	+3.59%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.03%	28.82K	605.84K	-16.13K	-35.89%
Jun 30, 2025	MCNAMARA FINANCIAL SERVICES, INC.	0.85%	23.79K	500.1K	7.7K	+47.90%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	11.6%	323.31K	6.8M	-69.46K	-17.68%
Jun 30, 2025	CITADEL ADVISORS LLC	1.22%	34.08K	716.43M	34.08K	+100.00%
Jun 30, 2025	AMERIFLEX GROUP, INC.	0.01%	198	4.16K	2	+1.02%
Jun 30, 2025	NUVEEN, LLC	0%	0	-	-1.23M	-100.00%
Jun 30, 2025	LPL FINANCIAL LLC	4.92%	137.06K	2.88M	-15.79K	-10.33%
Jun 30, 2025	JPMORGAN CHASE & CO	4.35%	121.41K	2.55M	-31.3K	-20.50%
Jun 30, 2025	JANE STREET GROUP, LLC	1.97%	54.92K	1.15M	54.92K	+100.00%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	2.33%	65.95K	1.38M	-6.1K	-8.46%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.43%	12.08K	253.34K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.63%	74.61K	1.56M	7.02K	+10.39%
Mar 31, 2025	JPMORGAN CHASE & CO	5.39%	152.71K	3.2M	36.69K	+31.62%
Mar 31, 2025	LPL FINANCIAL LLC	5.39%	152.85K	3.21M	-42.89K	-21.91%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	13.86%	392.77K	8.24M	-218.92K	-35.79%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-14.52K	-100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-696	-100.00%
Mar 31, 2025		0.01%	196	4.11K	1	+0.51%
Mar 31, 2025	APOLLON FINANCIAL, LLC	1.65%	46.64K	978.08K	-3.14K	-6.31%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-48.66K	-100.00%
Mar 31, 2025	MARINER, LLC	0%	0	-	-10.42K	-100.00%
Mar 31, 2025	ASSETMARK, INC	0%	0	-	-994	-100.00%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0%	85	1.77K	1	+1.19%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	175	4K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	600	12.58K	0	0
Mar 31, 2025	MCNAMARA FINANCIAL SERVICES, INC.	0.57%	16.08K	337.26K	-448	-2.71%
Mar 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.99%	28.12K	589.7K	1.14K	+4.24%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.59%	44.95K	942.5K	-4.75K	-9.56%
Mar 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.5%	14.24K	298.51K	0	0
Mar 31, 2025	UBS GROUP AG	0.73%	20.56K	431.08K	-1.69K	-7.60%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.93%	26.32K	551.98K	5.98K	+29.38%
Mar 31, 2025	MORGAN STANLEY	1.12%	31.69K	664.52K	3.32K	+11.71%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	1.62K	33.89K	0	0
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.9%	53.98K	1.13M	72	+0.13%
Mar 31, 2024	BANK OF MONTREAL /CAN/	1.17%	16.15K	337.58K	-990	-5.78%
Mar 31, 2024	JANE STREET GROUP, LLC	13.61%	196.25K	4.1M	70.54K	+56.11%
Mar 31, 2024	GHP INVESTMENT ADVISORS, INC.	0%	0	-	-483	-100.00%
Mar 31, 2024	FMR LLC	0%	1	21	1	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.07%	904	18.88K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	1.62K	33.75K	-279	-14.72%
Mar 31, 2024	ROYAL BANK OF CANADA	0.31%	4.44K	93K	1K	+29.11%
Mar 31, 2024	MORGAN STANLEY	1.38%	19.87K	414.96K	-11.08K	-35.80%
Mar 31, 2024	CITADEL ADVISORS LLC	1.86%	26.83K	560.37K	1.55K	+6.11%
Mar 31, 2024	OLD MISSION CAPITAL LLC	1.87%	25.85K	539.96K	25.85K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.13%	30.79K	643.01K	3.01K	+10.82%
Mar 31, 2024	APOLLON FINANCIAL, LLC	3.51%	48.51K	1.01M	48.51K	+100.00%
Mar 31, 2024	ASSETMARK, INC	0.09%	1.25K	26.13K	-583	-31.79%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.23%	3.37K	70.39K	3.27K	+3,236.63%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.44%	6.35K	132.62K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.99%	14.25K	297.63K	-94	-0.66%
Mar 31, 2024	BEAUMONT FINANCIAL ADVISORS, LLC	1.08%	14.91K	311.37K	0	0
Mar 31, 2024	MCNAMARA FINANCIAL SERVICES, INC.	1.51%	20.86K	435.68K	2.21K	+11.87%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.29%	33.07K	690.58K	5.11K	+18.26%
Mar 31, 2024	PRINCIPAL STREET PARTNERS, LLC	3.91%	54.08K	405.58K	54.08K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	25.64%	369.78K	7.72M	-48.76K	-11.65%
Mar 31, 2024	UBS GROUP AG	2.61%	37.61K	785.38K	731	+1.98%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	10.98%	158.41K	3.31M	-287.92K	-64.51%
Dec 31, 2023	LPL FINANCIAL LLC	24.12%	418.54K	8.84M	9.29K	+2.27%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.01%	101	2.13K	-6.13K	-98.38%
Dec 31, 2023	GHP INVESTMENT ADVISORS, INC.	0.03%	483	10.21K	483	+100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	904	18.91K	0	0
Dec 31, 2023	ASSETMARK, INC	0.11%	1.83K	38.75K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	1.9K	40.04K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.2%	3.44K	73K	760	+28.41%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.23%	4.05K	85.57K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.37%	6.35K	134.16K	-5.75K	-47.52%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.83%	14.35K	303.08K	-619	-4.14%
Dec 31, 2023	BEAUMONT FINANCIAL ADVISORS, LLC	0.86%	14.91K	315K	0	0
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.99%	17.14K	362.88K	17.14K	+100.00%
Dec 31, 2023	MCNAMARA FINANCIAL SERVICES, INC.	1.07%	18.65K	393.98K	26	+0.14%
Dec 31, 2023	CITADEL ADVISORS LLC	1.46%	25.29K	534.25K	25.29K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.6%	27.78K	586.98K	-12.98K	-31.84%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	25.72%	446.33K	9.43M	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.61%	27.96K	590.77K	12.77K	+84.03%
Dec 31, 2023	MORGAN STANLEY	1.78%	30.95K	653.82K	-10.32K	-25.01%
Dec 31, 2023	UBS GROUP AG	2.12%	36.87K	779.07K	-593	-1.58%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	3.97%	68.85K	1.45M	853	+1.25%
Dec 31, 2023	JANE STREET GROUP, LLC	7.24%	125.72K	2.66M	103.93K	+477.10%

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