How many institutions own NUV 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 NUV shares is 241, representing 20.62% of the company's common stock.

Who are the major shareholders selling Nuveen Municipal Value Fund, Inc. stock?

WELLS FARGO & COMPANY/MN, in the last quarter, reduced its stake in NUV by -3.53% restricting it's holding to 2.01 million shares of worth nearly $18.55M. PROSPERA FINANCIAL SERVICES INC also lessened -0.02% of the NUV shares from its portfolio, reducing its holding to 476.07 thousand shares of worth $4.39M. CETERA INVESTMENT ADVISERS also shunned NUV shares holding by -1.97% last quarter which brought its holding to 144.02 thousand shares worth $1.33M.

Investors who are buying NUV stock?

As per its latest 13F filing, VAN ECK ASSOCIATES CORP increased its stake in NUV by 2.99% in the last quarter. The institutional holder raised its holding to 1.1 million shares having worth more than $10.12M. JONES FINANCIAL COMPANIES LLLP also added 24.8% more shares of NUV to its portfolio, raising its holding to 1.24 million shares of worth $11.43M. BANK OF AMERICA CORP /DE/ also increased its NUV shares holding by 16.04% which brought its holding to 1.29 million shares worth $11.87M.

NUV's major insiders: who are they?

The insider with the most stakes in NUV is SCHWERTFEGER TIMOTHY R , at the company. Additionally, NUV stock is highly held by V.P. & Portfolio Manager Spalding Thomas C Jr and director LEAFSTRAND THOMAS E among others.

Did an insider recently sell NUV stock?

Company executives, directors, and other insiders own N/A percent of Nuveen Municipal Value Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which NUV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include FOY STEPHEN D and ADAMS WILLIAM IV.

Which insider recently purchased NUV stock?

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

How much of NUV does insiders own?

Around 0 Nuveen Municipal Value Fund, Inc. shares are held by insiders, which represents about N/A of NUV stock.

Who is the insider with the largest stake?

NUV , SCHWERTFEGER TIMOTHY R holds the largest portfolio of the company's shares. NUV shares owned by SCHWERTFEGER total nearly 124 thousand.

Which institution holds the most shares in NUV?

VAN ECK ASSOCIATES CORP is the largest institutional owner in NUV which holds 1.1 million shares worth $10.12M or 0.53% of the total NUV shares outstanding followed by JONES FINANCIAL COMPANIES LLLP with ownership of 1.24 million shares representing 0.59% of the NUV ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 1.29 million shares or 0.62% of the ownership worth more than $11.87M.

Is Nuveen Municipal Value 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 NUV is concerned, it is a stock which is not optionable.

Is there a short position on NUV's shares?

Number of NUV 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 NUV shares are there?

As of today, null shares of NUV are outstanding.

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

NUV 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 NUV is null.

Nuveen Municipal Value Fund (NUV) 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

20.62% Percentage of Shares held by All Institutions

20.62% Percentage of Float held by Institutions

241

Number of Institutions Holding Shares

Institutional Ownership

About 20.62% of NUV shares are held by financial institutions. VAN ECK ASSOCIATES CORP is the top corporate investor, holding 1.1M shares valued at $10.12M. A 0.53% stake in Nuveen Municipal Value Fund, Inc. is owned by the company. JONES FINANCIAL COMPANIES LLLP owns 1.24M shares valued at $11.43M, which translates its holding of 0.59% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.53%	1.1M	10.12M	31.84K	+2.99%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.59%	1.24M	11.43M	246.35K	+24.80%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.62%	1.29M	11.87M	177.89K	+16.04%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.96%	2.01M	18.55M	-73.58K	-3.53%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.06%	2.22M	20.44M	14.82K	+0.67%
Jun 30, 2026	EHRLICH FINANCIAL GROUP	0.17%	356.39K	3.29M	241.72K	+210.79%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	468.12K	4.32M	15.05K	+3.32%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	472.63K	4.36M	66	+0.01%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.23%	476.07K	4.39M	-83	-0.02%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.07%	140.43K	1.29M	8.03K	+6.06%
Jun 30, 2026	BAR HARBOR WEALTH MANAGEMENT	0.23%	487.83K	4.5M	19K	+4.05%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	143.69K	1.32M	6.26K	+4.55%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.07%	144.02K	1.33M	-2.89K	-1.97%
Jun 30, 2026	MATHES COMPANY, INC.	0.07%	145K	1.34M	0	0
Jun 30, 2026	BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC	0.07%	148.38K	1.37M	0	0
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.07%	150.63K	1.39M	-7.85K	-4.95%
Jun 30, 2026	TANDEM FINANCIAL, LLC	0.07%	152.59K	1.41M	12.8K	+9.16%
Jun 30, 2026	IBEX WEALTH ADVISORS	0.08%	160.45K	1.48M	-1.74K	-1.08%
Jun 30, 2026	DYNAMIC FINANCIAL GROUP	0.08%	166.32K	1.53M	-102.06K	-38.03%
Jun 30, 2026	CARTESIAN GROWTH CORP	0.07%	142.21K	1.32M	10K	+7.56%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	81.41K	750.61K	-4.29K	-5.01%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.04%	88.47K	815.73K	-927	-1.04%
Jun 30, 2026	HOWARD FINANCIAL SERVICES, LTD.	0.04%	90.06K	830.35K	0	0
Jun 30, 2026	TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	0.04%	91.28K	841.56K	0	0
Jun 30, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.04%	91.96K	847.86K	36.15K	+64.77%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	92.66K	854.35K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	98.03K	903.81K	8.74K	+9.79%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	100.79K	929.26K	1.13K	+1.13%
Jun 30, 2026	ACCREDITED INVESTOR SERVICES, LLC	0.05%	107.85K	994.36K	-7.18K	-6.24%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.05%	110.6K	1.02M	6.37K	+6.11%
Jun 30, 2026	CONGRESS PARK CAPITAL LLC	0.29%	599.13K	5.52M	5K	+0.84%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.33%	688.78K	6.35M	20.99K	+3.14%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.34%	713.35K	6.51M	30.2K	+4.42%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.35%	731.24K	6.74M	-9.53K	-1.29%
Jun 30, 2026	LPL FINANCIAL LLC	0.56%	1.18M	10.85M	22.52K	+1.95%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.37%	2.86M	26.39M	422.22K	+17.30%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.56%	3.24M	29.91M	330.05K	+11.32%
Jun 30, 2026	MORGAN STANLEY	2.15%	4.49M	41.4M	-18.17K	-0.40%
Jun 30, 2026	UBS GROUP AG	3.61%	7.54M	69.51M	476.29K	+6.74%
Jun 30, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.05%	110.64K	1.02M	4.62K	+4.36%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.05%	113.36K	1.05M	14.34K	+14.48%
Jun 30, 2026	VENTURI WEALTH MANAGEMENT, LLC	0.06%	115.75K	1.07M	62	+0.05%
Jun 30, 2026	SMITH, MOORE & CO.	0.06%	119.39K	1.1M	297	+0.25%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.06%	122.64K	1.13M	6.66K	+5.74%
Jun 30, 2026	REDWOOD FAMILY WEALTH LLC	0.08%	170.63K	1.57M	7.2K	+4.40%
Jun 30, 2026	ROYAL BANK OF CANADA	0.27%	570.63K	5.26M	-49.58K	-7.99%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	551.27K	5.08M	38.02K	+7.41%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.11%	221.51K	2.04M	1.34K	+0.61%
Jun 30, 2026	HARMONY ASSET MANAGEMENT LLC	0.06%	125.3K	1.16M	-2.9K	-2.26%
Jun 30, 2026	HIGH NET WORTH ADVISORY GROUP LLC	0.06%	130.2K	1.2M	7.2K	+5.85%
Jun 30, 2026	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.08%	169.77K	1.57M	33.68K	+24.74%
Jun 30, 2026		0.08%	170.63K	1.57M	7.2K	+4.40%
Jun 30, 2026	PKS ADVISORY SERVICES, LLC	0.08%	175.59K	1.62M	-37.64K	-17.65%
Jun 30, 2026	CRESTA ADVISORS, LTD.	0.09%	180.84K	1.67M	0	0
Jun 30, 2026	BREAKWATER CAPITAL GROUP	0.09%	189.87K	1.75M	33.6K	+21.50%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.1%	209.03K	1.93M	-429	-0.20%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.11%	223.19K	2.06M	457	+0.21%
Jun 30, 2026	ROMAN BUTLER FULLERTON & CO	0.12%	258.21K	2.37M	6.66K	+2.65%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.13%	266.44K	2.46M	25.58K	+10.62%
Jun 30, 2026	BFSG, LLC	0.16%	329.73K	3.04M	329.73K	+100.00%
Jun 30, 2026	GRANBY CAPITAL MANAGEMENT, LLC	0.35%	736.11K	6.79M	-100K	-11.96%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	453.07K	4.07M	41.88K	+10.18%
Mar 31, 2026	TANDEM FINANCIAL, LLC	0.07%	139.79K	1.26M	11.7K	+9.13%
Mar 31, 2026	LPL FINANCIAL LLC	0.55%	1.15M	10.38M	61.38K	+5.62%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.4%	2.91M	26.2M	398.16K	+15.82%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.08%	158.47K	1.43M	3.22K	+2.07%
Mar 31, 2026	IBEX WEALTH ADVISORS	0.08%	162.19K	1.46M	-7.8K	-4.59%
Mar 31, 2026	CRESTA ADVISORS, LTD.	0.09%	180.84K	1.63M	0	0
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.1%	209.45K	1.88M	-96	-0.05%
Mar 31, 2026	PKS ADVISORY SERVICES, LLC	0.1%	213.22K	1.92M	33.85K	+18.87%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.11%	220.17K	1.98M	-2.79K	-1.25%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.11%	222.73K	2M	-3.16K	-1.40%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.12%	240.87K	2.17M	6.79K	+2.90%
Mar 31, 2026	ROMAN BUTLER FULLERTON & CO	0.12%	251.55K	2.31M	1.18K	+0.47%
Mar 31, 2026	DYNAMIC FINANCIAL GROUP	0.13%	268.38K	2.41M	289	+0.11%
Mar 31, 2026	BAR HARBOR WEALTH MANAGEMENT	0.22%	468.83K	4.21M	98K	+26.43%
Mar 31, 2026	EHRLICH FINANCIAL GROUP	0.06%	114.67K	1.03M	114.67K	+100.00%
Mar 31, 2026	ACCREDITED INVESTOR SERVICES, LLC	0.06%	115.03K	1.03M	9.73K	+9.24%
Mar 31, 2026	VENTURI WEALTH MANAGEMENT, LLC	0.06%	115.69K	1.04M	10.45K	+9.93%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.06%	115.98K	1.04M	-11.6K	-9.09%
Mar 31, 2026	HIGH NET WORTH ADVISORY GROUP LLC	0.06%	123K	1.11M	28K	+29.47%
Mar 31, 2026	HARMONY ASSET MANAGEMENT LLC	0.06%	128.2K	1.15M	9.5K	+8.00%
Mar 31, 2026	CARTESIAN GROWTH CORP	0.06%	132.21K	1.19M	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.06%	132.4K	1.19M	-25.06K	-15.91%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	472.56K	4.25M	3.75K	+0.80%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.23%	476.16K	4.28M	567	+0.12%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	513.25K	4.61M	22.54K	+4.59%
Mar 31, 2026	CONGRESS PARK CAPITAL LLC	0.28%	594.13K	5.34M	-115K	-16.22%
Mar 31, 2026	ROYAL BANK OF CANADA	0.3%	620.21K	5.58M	49.65K	+8.70%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.3%	624.72K	5.62M	-1.28M	-67.19%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.33%	683.15K	6.24M	-24.68K	-3.49%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.53%	1.11M	9.97M	9.66K	+0.88%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.06%	2.2M	19.79M	28.51K	+1.31%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.17%	2.44M	21.94M	98.62K	+4.21%
Mar 31, 2026	MORGAN STANLEY	2.16%	4.51M	40.53M	72.58K	+1.64%
Mar 31, 2026	SMITH, MOORE & CO.	0.06%	119.09K	1.07M	-6.81K	-5.41%
Mar 31, 2026	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.07%	136.1K	1.22M	-2.38K	-1.72%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	137.43K	1.24M	9.26K	+7.22%
Mar 31, 2026	MATHES COMPANY, INC.	0.07%	145K	1.3M	0	0
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.51%	1.07M	9.59M	1.45K	+0.14%
Mar 31, 2026	HOWARD FINANCIAL SERVICES, LTD.	0.04%	90.06K	809.64K	0	0
Mar 31, 2026	TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	0.04%	91.28K	820.56K	-83	-0.09%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	92.66K	833.04K	0	0
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.05%	99.02K	890.18K	20.76K	+26.52%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	99.66K	895.92K	608	+0.61%
Mar 31, 2026	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.05%	99.69K	896.18K	49.91K	+100.27%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.05%	104.23K	937.04K	79.18K	+316.10%
Mar 31, 2026	INVESCO LTD.	0.05%	104.53K	939.68K	42.02K	+67.23%
Mar 31, 2026	BROYHILL ASSET MANAGEMENT	0.05%	105.31K	946.74K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.07%	146.91K	1.32M	21.62K	+17.26%
Mar 31, 2026	BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC	0.07%	148.38K	1.33M	0	0
Mar 31, 2026	BREAKWATER CAPITAL GROUP	0.07%	156.27K	1.4M	35.75K	+29.67%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.36%	740.77K	6.66M	6.62K	+0.90%
Mar 31, 2026	GRANBY CAPITAL MANAGEMENT, LLC	0.4%	836.11K	7.52M	-163.89K	-16.39%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1%	2.09M	18.75M	-79.11K	-3.66%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.32%	667.79K	6M	30.52K	+4.79%
Mar 31, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.05%	106.02K	953.15K	58.69K	+123.97%
Mar 31, 2026	ORCA WEALTH MANAGEMENT, LLC	0.07%	153.11K	1.38M	123.63K	+419.43%
Mar 31, 2026		0.08%	163.43K	1.47M	-3.68K	-2.20%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.48%	993.17K	8.82M	203.16K	+25.72%
Mar 31, 2026	UBS GROUP AG	3.39%	7.06M	63.5M	-117.99K	-1.64%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.34%	707.83K	6.41M	-8.17K	-1.14%
Dec 31, 2025	CONGRESS PARK CAPITAL LLC	0.34%	709.13K	6.42M	62.5K	+9.67%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.38%	790.01K	7.16M	157.73K	+24.95%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.51%	1.06M	9.65M	13.06K	+1.24%
Dec 31, 2025	LPL FINANCIAL LLC	0.53%	1.09M	9.9M	-31.02K	-2.76%
Dec 31, 2025	COLONY GROUP, LLC	0.91%	1.88M	17.05M	1.83M	+3,306.86%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.04%	2.16M	19.61M	279.07K	+14.80%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.13%	2.34M	21.21M	-26.93K	-1.14%
Dec 31, 2025	MORGAN STANLEY	2.14%	4.44M	40.19M	-51.62K	-1.15%
Dec 31, 2025	UBS GROUP AG	3.46%	7.18M	65.06M	143.74K	+2.04%
Dec 31, 2025	CRESTA ADVISORS, LTD.	0.09%	180.84K	1.64M	0	0
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.1%	209.55K	1.9M	43.48K	+26.18%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	222.96K	2.02M	-15.76K	-6.60%
Dec 31, 2025	HARMONY ASSET MANAGEMENT LLC	0.06%	118.7K	1.08M	8.2K	+7.42%
Dec 31, 2025	IBEX WEALTH ADVISORS	0.08%	169.99K	1.54M	-3.14K	-1.81%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.09%	177.84K	1.61M	-123.77K	-41.04%
Dec 31, 2025	PKS ADVISORY SERVICES, LLC	0.09%	179.37K	1.63M	77.78K	+76.57%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.11%	234.08K	2.12M	14.98K	+6.84%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	468.81K	4.25M	-5.25K	-1.11%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.04%	88.97K	806.04K	88	+0.10%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.04%	85.38K	773.58K	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	78.26K	709.05K	52.37K	+202.25%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.3%	630.45K	5.71M	-2.32M	-78.64%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.35%	734.15K	6.65M	682.31K	+1,316.19%
Dec 31, 2025	GRANBY CAPITAL MANAGEMENT, LLC	0.48%	1M	9.06M	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.53%	1.1M	9.96M	199.36K	+22.15%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.92%	1.9M	17.25M	-461.18K	-19.50%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	2.17M	19.69M	65.39K	+3.10%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.21%	2.52M	22.8M	741.09K	+41.75%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	70.61K	639.74K	2.5K	+3.67%
Dec 31, 2025	SEAMOUNT FINANCIAL GROUP INC	0.04%	75.52K	684.18K	4.43K	+6.23%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.06%	125.29K	1.14M	14.4K	+12.98%
Dec 31, 2025	MATHES COMPANY, INC.	0.07%	145K	1.31M	10K	+7.41%
Dec 31, 2025	BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC	0.07%	148.38K	1.34M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	155.12K	1.41M	129.52K	+506.11%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	155.26K	1.41M	6.84K	+4.61%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	157.46K	1.43M	-38.43K	-19.62%
Dec 31, 2025		0.08%	167.11K	1.51M	167.11K	+100.00%
Dec 31, 2025	BREAKWATER CAPITAL GROUP	0.06%	120.52K	1.09M	23.61K	+24.36%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.11%	225.9K	2.05M	-4.75K	-2.06%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	92.66K	839.53K	1.5K	+1.65%
Dec 31, 2025	HIGH NET WORTH ADVISORY GROUP LLC	0.05%	95K	860.7K	25K	+35.71%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	99.05K	897.38K	1.22K	+1.25%
Dec 31, 2025	VENTURI WEALTH MANAGEMENT, LLC	0.05%	105.24K	953.49K	11.07K	+11.76%
Dec 31, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.05%	105.3K	954.03K	0	0
Dec 31, 2025	BROYHILL ASSET MANAGEMENT	0.05%	105.31K	954.11K	-116.02K	-52.42%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.05%	112.75K	1.02M	-324.21K	-74.20%
Dec 31, 2025	SMITH, MOORE & CO.	0.06%	125.9K	1.14M	-3.98K	-3.06%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	127.58K	1.16M	12.1K	+10.48%
Dec 31, 2025	TANDEM FINANCIAL, LLC	0.06%	128.1K	1.1M	-8.97K	-6.54%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	128.17K	1.16M	-6.56K	-4.87%
Dec 31, 2025	CARTESIAN GROWTH CORP	0.06%	132.21K	1.2M	0	0
Dec 31, 2025	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.07%	138.48K	1.25M	-10.33K	-6.94%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	89.54K	811.19K	-7.87K	-8.08%
Dec 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.04%	90.06K	815.94K	90.06K	+100.00%
Dec 31, 2025	TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	0.04%	91.36K	827.7K	0	0
Dec 31, 2025	ROMAN BUTLER FULLERTON & CO	0.12%	250.37K	2.27M	5.53K	+2.26%
Dec 31, 2025	DYNAMIC FINANCIAL GROUP	0.13%	268.09K	2.43M	53.33K	+24.83%
Dec 31, 2025	BAR HARBOR WEALTH MANAGEMENT	0.18%	370.83K	3.36M	90.46K	+32.27%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	411.19K	3.73M	62.21K	+17.83%
Dec 31, 2025	SEVEN MILE ADVISORY	0.22%	466.24K	4.22M	-153.24K	-24.74%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.23%	475.59K	4.31M	1.38K	+0.29%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	490.71K	4.45M	74.48K	+17.89%
Dec 31, 2025	ROYAL BANK OF CANADA	0.27%	570.56K	5.17M	13.65K	+2.45%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.31%	637.27K	5.77M	-119.88K	-15.83%
Sep 30, 2025	PKS ADVISORY SERVICES, LLC	0.05%	101.59K	912.25K	9.87K	+10.76%
Sep 30, 2025	BREAKWATER CAPITAL GROUP	0.05%	96.91K	870.24K	6.91K	+7.68%
Sep 30, 2025	VENTURI WEALTH MANAGEMENT, LLC	0.05%	94.17K	845.65K	1.41K	+1.51%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	97.4K	874.67K	6.57K	+7.23%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.42%	2.95M	26.5M	-2.36M	-44.47%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	1.14%	2.37M	21.24M	-186.58K	-7.31%
Sep 30, 2025	CONGRESS PARK CAPITAL LLC	0.31%	646.63K	5.81M	95K	+17.22%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	474.06K	4.26M	-17.03K	-3.47%
Sep 30, 2025	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.07%	148.8K	1.34M	-375	-0.25%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	148.41K	1.33M	5.73K	+4.02%
Sep 30, 2025	BAR HARBOR WEALTH MANAGEMENT	0.14%	280.36K	2.52M	-15.1K	-5.11%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.08%	166.07K	1.49M	-442	-0.27%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	91.16K	818.64K	1.8K	+2.01%
Sep 30, 2025	SEAMOUNT FINANCIAL GROUP INC	0.03%	71.09K	638.39K	8.29K	+13.20%
Sep 30, 2025	HIGH NET WORTH ADVISORY GROUP LLC	0.03%	70K	628.6K	0	0
Sep 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.03%	69.4K	623.87K	-8.9K	-11.37%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	68.11K	608.91K	41.09K	+152.07%
Sep 30, 2025	DISCIPLINED INVESTMENTS, LLC	0.03%	63.06K	566.28K	2.66K	+4.40%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.03%	60.85K	546.43K	-330	-0.54%
Sep 30, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.03%	60.05K	539.2K	-1.39K	-2.26%
Sep 30, 2025	ORLEANS CAPITAL MANAGEMENT CORP/LA	0.03%	59.2K	531.62K	-20.13K	-25.37%
Sep 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.03%	58.49K	525.16K	-3.54K	-5.71%
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.03%	54.12K	485.96K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.11%	230.65K	2.07M	85.55K	+58.96%
Sep 30, 2025	UBS GROUP AG	3.39%	7.04M	63.2M	122.46K	+1.77%
Sep 30, 2025	MORGAN STANLEY	2.16%	4.49M	40.3M	-2.97K	-0.07%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.28%	2.65M	23.83M	-105.24K	-3.82%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.14%	2.37M	21.27M	450.9K	+23.51%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.02%	2.11M	18.93M	336.4K	+18.99%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.91%	1.89M	16.93M	100.04K	+5.60%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.86%	1.78M	15.94M	224.71K	+14.49%
Sep 30, 2025	LPL FINANCIAL LLC	0.54%	1.12M	10.09M	-66.43K	-5.58%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.35%	716K	6.47M	-68.37K	-8.72%
Sep 30, 2025	SEVEN MILE ADVISORY	0.3%	619.47K	5.56M	619.47K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.27%	556.91K	5M	559	+0.10%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.21%	436.96K	3.92M	-328.2K	-42.89%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	416.23K	3.74M	-941	-0.23%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.51%	1.05M	9.45M	51.12K	+5.11%
Sep 30, 2025	GRANBY CAPITAL MANAGEMENT, LLC	0.48%	1M	8.98M	-100K	-9.09%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.43%	900.19K	8.08M	-25.08K	-2.71%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.36%	757.15K	6.8M	97.62K	+14.80%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.3%	632.28K	5.7M	200.56K	+46.46%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.23%	474.21K	4.26M	-564	-0.12%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	195.89K	1.72M	8.95K	+4.79%
Sep 30, 2025	CRESTA ADVISORS, LTD.	0.09%	180.84K	1.62M	0	0
Sep 30, 2025	IBEX WEALTH ADVISORS	0.08%	173.12K	1.55M	-5.61K	-3.14%
Sep 30, 2025	MATHES COMPANY, INC.	0.07%	135K	1.21M	-5K	-3.57%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	134.73K	1.21M	9.04K	+7.19%
Sep 30, 2025	CARTESIAN GROWTH CORP	0.06%	132.21K	1.19M	0	0
Sep 30, 2025	SMITH, MOORE & CO.	0.06%	129.88K	1.17M	-12.61K	-8.85%
Sep 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.05%	105.3K	945.6K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	348.99K	3.13M	-46.57K	-11.77%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.15%	301.61K	2.71M	-53.7K	-15.11%
Sep 30, 2025	ROMAN BUTLER FULLERTON & CO	0.12%	244.83K	2.2M	20.06K	+8.92%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	238.72K	2.14M	-1.66K	-0.69%
Sep 30, 2025	BROYHILL ASSET MANAGEMENT	0.11%	221.33K	1.99M	-82.24K	-27.09%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.11%	219.1K	1.97M	16.29K	+8.03%
Sep 30, 2025	DYNAMIC FINANCIAL GROUP	0.1%	214.76K	1.93M	61.23K	+39.89%
Sep 30, 2025	BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC	0.07%	148.38K	1.33M	19.42K	+15.06%
Sep 30, 2025	TANDEM FINANCIAL, LLC	0.07%	137.07K	1.24M	5K	+3.79%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	115.48K	1.04M	10.47K	+9.97%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	110.89K	995.82K	6	+0.01%
Sep 30, 2025	HARMONY ASSET MANAGEMENT LLC	0.05%	110.5K	992.29K	8K	+7.80%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	97.83K	878.47K	-10.77K	-9.92%
Jun 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.03%	62.03K	539.02K	-557	-0.89%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.48%	1M	8.7M	5.27K	+0.53%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.45%	925.27K	8.04M	-22.13K	-2.34%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.32%	659.54K	5.73M	-17.81K	-2.63%
Jun 30, 2025	ROYAL BANK OF CANADA	0.27%	556.35K	4.83M	46.94K	+9.21%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.23%	474.77K	4.13M	-4.83K	-1.01%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	431.72K	3.75M	181.92K	+72.83%
Jun 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.05%	105.3K	915.07K	1	0.00%
Jun 30, 2025	BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC	0.06%	128.96K	1.12M	36.11K	+38.90%
Jun 30, 2025	TANDEM FINANCIAL, LLC	0.06%	132.07K	1.15M	1.15K	+0.88%
Jun 30, 2025	DYNAMIC FINANCIAL GROUP	0.07%	153.52K	1.33M	49.46K	+47.53%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.75%	1.55M	13.47M	42.75K	+2.84%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.86%	1.79M	15.51M	219.07K	+13.99%
Jun 30, 2025	UBS GROUP AG	3.33%	6.92M	60.09M	32.32K	+0.47%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	395.56K	3.44M	-47.57K	-10.74%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.08%	166.51K	1.45M	-1.4K	-0.84%
Jun 30, 2025		0.05%	105.3K	915.07K	1	0.00%
Jun 30, 2025	CRESTA ADVISORS, LTD.	0.09%	180.84K	1.57M	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	202.82K	1.76M	-38.43K	-15.93%
Jun 30, 2025	BAR HARBOR WEALTH MANAGEMENT	0.14%	295.46K	2.57M	-57.84K	-16.37%
Jun 30, 2025	BROYHILL ASSET MANAGEMENT	0.15%	303.57K	2.64M	-200.61K	-39.79%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	105.01K	912.5K	-2.42K	-2.25%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.92%	1.92M	16.66M	194.52K	+11.29%
Jun 30, 2025	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.07%	149.18K	1.3M	-10.2K	-6.40%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	142.68K	1.24M	-11.74K	-7.60%
Jun 30, 2025	LPL FINANCIAL LLC	0.57%	1.19M	10.34M	35.56K	+3.08%
Jun 30, 2025	SEAMOUNT FINANCIAL GROUP INC	0.03%	62.8K	545.72K	2.84K	+4.73%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.03%	72.07K	626.25K	2.38K	+3.42%
Jun 30, 2025	ORLEANS CAPITAL MANAGEMENT CORP/LA	0.04%	79.33K	689.33K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.04%	86.53K	751.98K	86.53K	+100.00%
Jun 30, 2025	TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	0.04%	91.36K	793.9K	0	0
Jun 30, 2025	VENTURI WEALTH MANAGEMENT, LLC	0.04%	92.77K	806.13K	183	+0.20%
Jun 30, 2025	CONGRESS PARK CAPITAL LLC	0.27%	551.63K	4.79M	48.75K	+9.69%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.17%	355.31K	3.09M	-118.57K	-25.02%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	186.94K	1.62M	51.38K	+37.90%
Jun 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.05%	101.97K	886.15K	-26.21K	-20.45%
Jun 30, 2025	HARMONY ASSET MANAGEMENT LLC	0.05%	102.5K	890.73K	7K	+7.33%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	108.6K	943.7K	16.18K	+17.51%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	110.89K	963.62K	22.85K	+25.95%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	125.69K	1.09M	315	+0.25%
Jun 30, 2025	CARTESIAN GROWTH CORP	0.06%	132.21K	1.15M	-40.83K	-23.59%
Jun 30, 2025	MATHES COMPANY, INC.	0.07%	140K	1.22M	-5K	-3.45%
Jun 30, 2025	SMITH, MOORE & CO.	0.07%	142.49K	1.24M	1.08K	+0.76%
Jun 30, 2025	HIGH NET WORTH ADVISORY GROUP LLC	0.03%	70K	608.3K	5K	+7.69%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.09%	178.73K	1.55M	-1.16K	-0.64%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	240.37K	2.09M	9.19K	+3.97%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	491.08K	4.27M	100.27K	+25.66%
Jun 30, 2025	GRANBY CAPITAL MANAGEMENT, LLC	0.53%	1.1M	9.56M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.85%	1.77M	15.39M	-536.33K	-23.24%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	1.23%	2.55M	22.17M	-166.47K	-6.12%
Jun 30, 2025	COLONY GROUP, LLC	0.03%	61.59K	535.24K	-53	-0.09%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	89.36K	776.57K	17.69K	+24.69%
Jun 30, 2025	BREAKWATER CAPITAL GROUP	0.04%	90K	782.08K	-41.16K	-31.38%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.08%	165.38K	1.44M	165.38K	+100.00%
Jun 30, 2025	ROMAN BUTLER FULLERTON & CO	0.11%	224.78K	1.92M	2.53K	+1.14%
Jun 30, 2025	TRUE NORTH ADVISORS, LLC	0.2%	412.92K	3.59M	-97.86K	-19.16%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	417.17K	3.63M	-7.63K	-1.80%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.37%	765.16K	6.65M	-594.61K	-43.73%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.38%	784.38K	6.64M	-4.59K	-0.58%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.33%	2.76M	23.97M	746.51K	+37.10%
Jun 30, 2025	MORGAN STANLEY	2.16%	4.49M	39.02M	-51.5K	-1.13%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.56%	5.31M	46.18M	-2.42M	-31.29%
Jun 30, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.03%	61.43K	533.84K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	135.56K	1.19M	39.52K	+41.15%
Mar 31, 2025	SMITH, MOORE & CO.	0.07%	141.41K	1.24M	697	+0.50%
Mar 31, 2025	CARTESIAN GROWTH CORP	0.08%	173.04K	1.52M	0	0
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	231.18K	2.03M	7.47K	+3.34%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.12%	241.25K	2.12M	-42.58K	-15.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	249.8K	2.19M	41.36K	+19.84%
Mar 31, 2025	BAR HARBOR WEALTH MANAGEMENT	0.17%	353.3K	3.1M	-20.5K	-5.48%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.23%	479.6K	4.21M	-71.11K	-12.91%
Mar 31, 2025	CONGRESS PARK CAPITAL LLC	0.24%	502.88K	4.41M	60K	+13.55%
Mar 31, 2025	BROYHILL ASSET MANAGEMENT	0.24%	504.17K	4.42M	415	+0.08%
Mar 31, 2025		0.05%	104.06K	912.61K	85.23K	+452.49%
Mar 31, 2025	IBEX WEALTH ADVISORS	0.09%	179.89K	1.58M	6.41K	+3.69%
Mar 31, 2025	HARMONY ASSET MANAGEMENT LLC	0.05%	95.5K	837.54K	-17K	-15.11%
Mar 31, 2025	ROYAL BANK OF CANADA	0.25%	509.41K	4.47M	26.28K	+5.44%
Mar 31, 2025	MATHES COMPANY, INC.	0.07%	145K	1.27M	7.5K	+5.45%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	154.42K	1.35M	-14.64K	-8.66%
Mar 31, 2025	TRUE NORTH ADVISORS, LLC	0.25%	510.78K	4.48M	510.78K	+100.00%
Mar 31, 2025	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.08%	159.38K	1.4M	-6.08K	-3.67%
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.08%	167.92K	1.47M	6.1K	+3.77%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.23%	473.88K	4.16M	-64.75K	-12.02%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	110.95K	973.07K	-4.89K	-4.22%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	125.37K	1.1M	5.05K	+4.19%
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.06%	128.18K	1.12M	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.33%	677.34K	5.94M	154.87K	+29.64%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.83%	1.72M	15.11M	368.56K	+27.21%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.38%	788.96K	6.86M	114	+0.01%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.75%	1.57M	13.73M	241.13K	+18.20%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.97%	2.01M	17.65M	57.1K	+2.92%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.11%	2.31M	20.24M	-5.99K	-0.26%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	1.31%	2.72M	23.84M	63.02K	+2.37%
Mar 31, 2025	MORGAN STANLEY	2.19%	4.54M	39.83M	-39.06K	-0.85%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.73%	7.73M	67.83M	-1.14M	-12.86%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	390.81K	3.43M	-5K	-1.26%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	424.8K	3.73M	16.17K	+3.96%
Mar 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.05%	105.8K	927.84K	-200	-0.19%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	107.42K	942.08K	5.66K	+5.56%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	443.13K	3.89M	-25.09K	-5.36%
Mar 31, 2025	CALLAHAN ADVISORS, LLC	0.05%	94.48K	828.61K	689	+0.73%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.46%	947.4K	8.31M	64.68K	+7.33%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.48%	995.35K	8.73M	-242.38K	-19.58%
Mar 31, 2025	GRANBY CAPITAL MANAGEMENT, LLC	0.53%	1.1M	9.65M	0	0
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.66%	1.36M	11.93M	-478.3K	-26.02%
Mar 31, 2025	LPL FINANCIAL LLC	0.56%	1.15M	10.13M	106.29K	+10.14%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.73%	1.51M	13.22M	68.31K	+4.75%
Mar 31, 2025	UBS GROUP AG	3.32%	6.88M	60.36M	232.1K	+3.49%
Mar 31, 2025	CRESTA ADVISORS, LTD.	0.09%	180.84K	1.59M	-30K	-14.23%
Mar 31, 2025	ROMAN BUTLER FULLERTON & CO	0.11%	222.24K	1.9M	46.36K	+26.36%
Mar 31, 2025	BREAKWATER CAPITAL GROUP	0.06%	131.16K	1.15M	9.57K	+7.87%
Mar 31, 2024	LPL FINANCIAL LLC	0.52%	1.09M	9.48M	15.48K	+1.44%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.05%	102.51K	892.88K	-15.82K	-13.37%
Mar 31, 2024	ROMAN BUTLER FULLERTON & CO	0.05%	110.33K	936.66K	7.68K	+7.48%
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.06%	134.07K	1.17M	-71.44K	-34.76%
Mar 31, 2024	SMITH, MOORE & CO.	0.07%	135.75K	1.18M	6.63K	+5.14%
Mar 31, 2024	MATHES COMPANY, INC.	0.07%	137.5K	1.2M	5K	+3.77%
Mar 31, 2024	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.07%	146.34K	1.27M	-9.5K	-6.10%
Mar 31, 2024	CRESTA ADVISORS, LTD.	0.07%	146.84K	1.28M	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.07%	154.42K	1.35M	32.11K	+26.25%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.07%	154.49K	1.35M	-59.15K	-27.69%
Mar 31, 2024	BREAKWATER CAPITAL GROUP	0.08%	165.41K	1.44M	72.66K	+78.35%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.09%	177.34K	1.55M	-19.44K	-9.88%
Mar 31, 2024	PETTINGA FINANCIAL ADVISORS, LLC	0.09%	185.16K	1.61M	51.01K	+38.02%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.09%	185.55K	1.61M	-7.01K	-3.64%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.13%	266.62K	2.32M	11.18K	+4.38%
Mar 31, 2024	CONGRESS PARK CAPITAL LLC	0.17%	347.88K	3.03M	169.84K	+95.39%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	413.16K	3.6M	413.16K	+100.00%
Mar 31, 2024	COHEN & STEERS, INC.	0.21%	437.88K	3.81M	-150.1K	-25.53%
Mar 31, 2024	ROYAL BANK OF CANADA	0.22%	448.95K	3.91M	-21.05K	-4.48%
Mar 31, 2024	TRUE NORTH ADVISORS, LLC	0.24%	497.92K	4.34M	497.92K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	528.37K	4.6M	-15.51K	-2.85%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.29%	600.87K	5.23M	-20.24K	-3.26%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.3%	618.07K	5.38M	3.7K	+0.60%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.04%	92.05K	801.72K	42.93K	+87.41%
Mar 31, 2024	BFSG, LLC	0.05%	100.21K	872.79K	-20.57K	-17.03%
Mar 31, 2024	HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	0.06%	119.38K	1.04M	-3.3K	-2.69%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.06%	129.63K	1.13M	-1.19K	-0.91%
Mar 31, 2024	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.09%	189.95K	1.65M	-1.45K	-0.76%
Mar 31, 2024	BLACKROCK INC.	0.09%	191.07K	1.66M	0	0
Mar 31, 2024	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.1%	198.78K	1.73M	58	+0.03%
Mar 31, 2024	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.1%	215.4K	1.88M	0	0
Mar 31, 2024	CARTESIAN GROWTH CORP	0.24%	502.27K	4.39M	5.64K	+1.14%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.32%	662.24K	5.77M	12.2K	+1.88%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.33%	688.72K	5.87M	59.57K	+9.47%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.41%	846.84K	7.38M	23.96K	+2.91%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.41%	854.26K	7.53M	-8.56K	-0.99%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.43%	892.64K	7.77M	-45.36K	-4.84%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.51%	1.07M	9.28M	158.52K	+17.48%
Mar 31, 2024	MORGAN STANLEY	2.22%	4.6M	40.09M	48.31K	+1.06%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.31%	6.86M	59.75M	216.71K	+3.26%
Mar 31, 2024	OPTIMUM INVESTMENT ADVISORS	0.03%	57.97K	504.94K	7K	+13.73%
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0.03%	58.1K	506.05K	-4K	-6.44%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.03%	60.85K	530K	0	0
Mar 31, 2024	SHEPHERD KAPLAN KROCHUK, LLC	0.03%	61.43K	535.07K	-1.86K	-2.93%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.03%	64.25K	559.63K	2.97K	+4.84%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.03%	64.62K	562.86K	-45.77K	-41.46%
Mar 31, 2024	ACCESS FINANCIAL SERVICES, INC.	0.03%	65.3K	568.8K	-6.37K	-8.89%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.04%	78.26K	681.6K	-122	-0.16%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.04%	83.26K	725.21K	69.62K	+510.24%
Mar 31, 2024	JOHNSON FINANCIAL GROUP, INC.	0.05%	112.5K	983.14K	-31K	-21.60%
Mar 31, 2024	BAR HARBOR WEALTH MANAGEMENT	0.25%	515.4K	4.49M	-61.49K	-10.66%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.48%	999.5K	8.71M	137.78K	+15.99%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.55%	1.13M	9.87M	-336.25K	-22.88%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.61%	1.26M	10.95M	-4.44K	-0.35%
Mar 31, 2024	GRANBY CAPITAL MANAGEMENT, LLC	0.63%	1.3M	11.32M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.8%	1.66M	14.49M	-66.53K	-3.85%
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	0.87%	1.8M	15.65M	185.83K	+11.53%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	1.07%	2.23M	19.42M	-1.18M	-34.53%
Mar 31, 2024	UBS GROUP AG	2.96%	6.15M	53.55M	541.11K	+9.65%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.09%	192.56K	1.67M	8.23K	+4.47%
Dec 31, 2023	CITIZENS NATIONAL BANK TRUST DEPARTMENT	0.09%	191.4K	1.65M	-42.75K	-18.26%
Dec 31, 2023	BLACKROCK INC.	0.09%	191.07K	1.64M	0	0
Dec 31, 2023	CONGRESS PARK CAPITAL LLC	0.08%	178.04K	1.53M	102.88K	+136.88%
Dec 31, 2023	CENTIVA CAPITAL, LP	0.08%	170.58K	1.47M	170.58K	+100.00%
Dec 31, 2023	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.07%	155.84K	1.34M	-11.2K	-6.71%
Dec 31, 2023	CRESTA ADVISORS, LTD.	0.07%	146.84K	1.26M	0	0
Dec 31, 2023	JOHNSON FINANCIAL GROUP, INC.	0.07%	143.5K	1.23M	-228.75K	-61.45%
Dec 31, 2023	PETTINGA FINANCIAL ADVISORS, LLC	0.06%	134.15K	1.15M	134.15K	+100.00%
Dec 31, 2023	MATHES COMPANY, INC.	0.06%	132.5K	1.14M	-5K	-3.64%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.06%	130.83K	1.13M	-13.05K	-9.07%
Dec 31, 2023	SMITH, MOORE & CO.	0.06%	129.12K	1.11M	2.93K	+2.33%
Dec 31, 2023	HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	0.06%	122.69K	1.07M	-18.3K	-12.98%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.06%	122.31K	1.05M	1.45K	+1.20%
Dec 31, 2023	BFSG, LLC	0.06%	120.77K	1.04M	12.57K	+11.62%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.06%	118.33K	1.02M	-23.69K	-16.68%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.05%	110.39K	949.36K	110.39K	+100.00%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.05%	109.27K	939.7K	-32.26K	-22.79%
Dec 31, 2023	ROMAN BUTLER FULLERTON & CO	0.05%	102.65K	884.8K	8.3K	+8.80%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.41%	861.73K	7.41M	-84.84K	-8.96%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.39%	822.88K	7.08M	-100.42K	-10.88%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.29%	614.37K	5.28M	141.14K	+29.82%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.31%	650.04K	5.59M	94.7K	+17.05%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.29%	621.12K	5.34M	191.46K	+44.56%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.3%	629.16K	5.45M	-6.51K	-1.02%
Dec 31, 2023	BAR HARBOR WEALTH MANAGEMENT	0.27%	576.89K	4.96M	-223.84K	-27.95%
Dec 31, 2023	COHEN & STEERS, INC.	0.28%	587.98K	5.06M	-37K	-5.92%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.15%	6.64M	57.13M	1.59M	+31.37%
Dec 31, 2023	UBS GROUP AG	2.66%	5.61M	48.22M	1.21M	+27.48%
Dec 31, 2023	MORGAN STANLEY	2.16%	4.55M	39.17M	78K	+1.74%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	1.61%	3.41M	29.28M	223.39K	+7.02%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.82%	1.73M	14.88M	-868.73K	-33.43%
Dec 31, 2023	TORTOISE INVESTMENT MANAGEMENT, LLC	0.76%	1.61M	13.85M	343.82K	+27.13%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.7%	1.47M	12.64M	194.1K	+15.22%
Dec 31, 2023	GRANBY CAPITAL MANAGEMENT, LLC	0.62%	1.3M	11.18M	250K	+23.81%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.6%	1.26M	10.85M	139.59K	+12.45%
Dec 31, 2023	LPL FINANCIAL LLC	0.51%	1.07M	9.23M	54.86K	+5.39%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.44%	938K	8.07M	-204.18K	-17.88%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.43%	907.03K	7.8M	117.79K	+14.92%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.41%	862.82K	7.42M	862.82K	+100.00%
Dec 31, 2023	CARTESIAN GROWTH CORP	0.24%	496.63K	4.27M	496.63K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	543.88K	4.68M	-60.98K	-10.08%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.22%	471.08K	4.05M	460.31K	+4,272.80%
Dec 31, 2023	ROYAL BANK OF CANADA	0.22%	470K	4.04M	21.14K	+4.71%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.12%	255.43K	2.2M	-44.68K	-14.89%
Dec 31, 2023	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.1%	215.4K	1.85M	215.4K	+100.00%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.1%	213.64K	1.84M	213.64K	+100.00%
Dec 31, 2023	KOSHINSKI ASSET MANAGEMENT, INC.	0.1%	205.51K	1.77M	74.41K	+56.76%
Dec 31, 2023	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.09%	198.72K	1.71M	198.72K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.09%	196.78K	1.7M	457	+0.23%

Insiders

Among the NUV insiders holding of N/A of the stake in company, SCHWERTFEGER TIMOTHY R, , holds the largest shares of 124K. SPALDING THOMAS C JR, V.P. & Portfolio Manager, is the second largest NUV insider with ownership of 15K shares. LEAFSTRAND THOMAS E, director, stands third with possession of 2.5K shares of that stake.

Insiders	Designation	Shares Held
SCHWERTFEGER TIMOTHY R		124K
SPALDING THOMAS C JR	V.P. & Portfolio Manager	15K
LEAFSTRAND THOMAS E	director	2.5K
MARTIN LARRY W	VP and Ast. Secretary	2K
FITZGERALD WILLIAM M	V.P. & Portfolio Manager	700
FOY STEPHEN D	V.P. & Controller	0
ADAMS WILLIAM IV	Vice President	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 26, 2013	FOY STEPHEN D	SALE	9.10	7	63.7	0
Feb 25, 2013	FOY STEPHEN D	SALE	10.43	1.6K	16.69K	0
Dec 27, 2007	ADAMS WILLIAM IV	SALE	9.21	800	7.37K	0
Dec 26, 2007	FOY STEPHEN D	PURCHASE	9.25	1.6K	14.8K	1.6K
Dec 20, 2007	SCHWERTFEGER TIMOTHY R	PURCHASE	9.26	38K	351.88K	124K
Dec 19, 2007	SCHWERTFEGER TIMOTHY R	PURCHASE	9.28	26K	241.28K	26K
Jun 13, 2007	FITZGERALD WILLIAM M	PURCHASE	9.77	100	977	700
Sep 26, 2006	FITZGERALD WILLIAM M	PURCHASE	9.96	100	996	600
Jun 21, 2006	SPALDING THOMAS C JR	PURCHASE	9.55	15K	143.25K	15K
Oct 10, 2005	FITZGERALD WILLIAM M	PURCHASE	9.64	100	964	500
Mar 08, 2005	FITZGERALD WILLIAM M	PURCHASE	9.42	400	3.77K	400
May 25, 2004	MARTIN LARRY W	PURCHASE	8.96	1K	8.96K	2K
Sep 29, 2003	LEAFSTRAND THOMAS E	PURCHASE	9.16	500	4.58K	2.5K
Aug 07, 2003	MARTIN LARRY W	PURCHASE	9.17	1K	9.17K	1K

Frequently Asked Questions