How many institutions own NUW 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 NUW shares is 73, representing 38.42% of the company's common stock.

Who are the major shareholders selling Nuveen AMT-Free Municipal Value Fund stock?

DYNAMIC ADVISOR SOLUTIONS LLC, in the last quarter, reduced its stake in NUW by -0.49% restricting it's holding to 40.57 thousand shares of worth nearly $583.43K. ACCESS FINANCIAL SERVICES, INC. also lessened -14.38% of the NUW shares from its portfolio, reducing its holding to 33.64 thousand shares of worth $483.67K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned NUW shares holding by -58.37% last quarter which brought its holding to 25.27 thousand shares worth $363.00K.

Investors who are buying NUW stock?

As per its latest 13F filing, COHEN & STEERS, INC. increased its stake in NUW by 100% in the last quarter. The institutional holder raised its holding to 20 thousand shares having worth more than $288.00K. STEPHENS INC /AR/ also added 13.2% more shares of NUW to its portfolio, raising its holding to 20.58 thousand shares of worth $295.94K. WAKEFIELD ASSET MANAGEMENT LLLP also increased its NUW shares holding by 100% which brought its holding to 115.31 thousand shares worth $1.66M.

NUW's major insiders: who are they?

The insider with the most stakes in NUW is Robert Young L , at the company. Additionally, NUW stock is highly held by Nuveen Fund Advisors, LLC and SCHNEIDER WILLIAM J among others.

Did an insider recently sell NUW stock?

Company executives, directors, and other insiders own N/A percent of Nuveen AMT-Free Municipal Value Fund's stock. Within the last six months, there have been 0 transaction(s) in which NUW insiders have sold stock, totaling 0 shares. Insiders that have sold shares include NUVEEN FUND ADVISORS, LLC and SCHNEIDER WILLIAM J.

Which insider recently purchased NUW stock?

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

How much of NUW does insiders own?

Around 0 Nuveen AMT-Free Municipal Value Fund shares are held by insiders, which represents about N/A of NUW stock.

Who is the insider with the largest stake?

NUW , Robert Young L holds the largest portfolio of the company's shares. NUW shares owned by Robert total nearly 6.49 thousand.

Which institution holds the most shares in NUW?

COHEN & STEERS, INC. is the largest institutional owner in NUW which holds 20 thousand shares worth $288.00K or 0.11% of the total NUW shares outstanding followed by STEPHENS INC /AR/ with ownership of 20.58 thousand shares representing 0.11% of the NUW ownership. DYNAMIC ADVISOR SOLUTIONS LLC is the third largest stakeholder with 40.57 thousand shares or 0.23% of the ownership worth more than $583.43K.

Is Nuveen AMT-Free Municipal Value 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 NUW is concerned, it is a stock which is not optionable.

Is there a short position on NUW's shares?

Number of NUW 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 NUW shares are there?

As of today, null shares of NUW are outstanding.

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

NUW 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 NUW is null.

Nuveen AMT-Free Municipal Value Fund (NUW) 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

38.42% Percentage of Shares held by All Institutions

38.42% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 38.42% of NUW shares are held by financial institutions. COHEN & STEERS, INC. is the top corporate investor, holding 20K shares valued at $288.00K. A 0.11% stake in Nuveen AMT-Free Municipal Value Fund is owned by the company. STEPHENS INC /AR/ owns 20.58K shares valued at $295.94K, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COHEN & STEERS, INC.	0.11%	20K	288K	20K	+100.00%
Jun 30, 2026	STEPHENS INC /AR/	0.11%	20.58K	295.94K	2.4K	+13.20%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.23%	40.57K	583.43K	-200	-0.49%
Jun 30, 2026	MIDWEST FINANCIAL GROUP LLC	0.24%	42.2K	606.82K	0	0
Jun 30, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.64%	115.31K	1.66M	115.31K	+100.00%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.46%	82.37K	1.19M	0	0
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.44%	79.59K	1.14M	4.89K	+6.55%
Jun 30, 2026	FIERA CAPITAL CORP	0.38%	67.85K	975.7K	32.53K	+92.12%
Jun 30, 2026	ROYAL BANK OF CANADA	0.29%	51.72K	744K	18.85K	+57.34%
Jun 30, 2026	MELFA WEALTH MANAGEMENT, LLC	0.21%	37.69K	542.04K	4.76K	+14.45%
Jun 30, 2026	GOELZER INVESTMENT MANAGEMENT, INC.	0.2%	35.81K	514.88K	35.81K	+100.00%
Jun 30, 2026	ACCESS FINANCIAL SERVICES, INC.	0.19%	33.64K	483.67K	-5.65K	-14.38%
Jun 30, 2026	CREEKSIDE PARTNERS	0.11%	20K	287.6K	0	0
Jun 30, 2026	TYCHE WEALTH PARTNERS LLC	0.12%	21.8K	313.49K	0	0
Jun 30, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.13%	23.02K	330.96K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	25.27K	363K	-35.44K	-58.37%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.22%	40.37K	582.53K	126	+0.31%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.33%	59.8K	859.91K	-18.09K	-23.23%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.35%	62.75K	902.28K	43.02K	+218.04%
Jun 30, 2026	BREAKWATER CAPITAL GROUP	0.35%	63.21K	908.89K	5.83K	+10.17%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	4.48%	804.41K	11.57M	-281.96K	-25.95%
Jun 30, 2026	MORGAN STANLEY	3.35%	600.56K	8.64M	-58.19K	-8.83%
Jun 30, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	2.85%	511.07K	7.35M	-14.04K	-2.67%
Jun 30, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.81%	504.77K	7.26M	85.29K	+20.33%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	2.38%	426.38K	6.13M	-19.54K	-4.38%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	2.37%	424.95K	6.11M	-5.97K	-1.38%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.15%	386.3K	5.56M	26.1K	+7.25%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	1.56%	279.5K	4.02M	6.94K	+2.55%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.46%	262.19K	3.75M	3.77K	+1.46%
Jun 30, 2026	LPL FINANCIAL LLC	1.3%	233.39K	3.36M	17.02K	+7.87%
Jun 30, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.24%	42.35K	609.04K	20.85K	+96.94%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.25%	44.71K	642.9K	-3.98K	-8.18%
Jun 30, 2026	HICKORY POINT BANK & TRUST	0.15%	27.3K	392.57K	0	0
Jun 30, 2026	ALONGSIDE, LLC	0.15%	27.76K	399.2K	27.76K	+100.00%
Jun 30, 2026	49 WEALTH MANAGEMENT, LLC	0.15%	27.76K	399.2K	27.76K	+100.00%
Jun 30, 2026	SUMMIT TRAIL ADVISORS, LLC	0.16%	29.37K	422.3K	13.87K	+89.49%
Jun 30, 2026	UNITING WEALTH PARTNERS, LLC	0.17%	29.8K	429.96K	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	29.8K	428.56K	-4.16K	-12.24%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.18%	31.81K	457.42K	5.26K	+19.79%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.31%	56.15K	807.44K	9.11K	+19.37%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.08%	14.28K	205.35K	2.83K	+24.67%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.93%	167.71K	2.41M	12K	+7.70%
Jun 30, 2026	UBS GROUP AG	0.87%	155.89K	2.24M	-734	-0.47%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.84%	150.85K	2.17M	5.18K	+3.56%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.08%	14K	201.32K	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.1%	18.33K	263.61K	-2.24K	-10.90%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	18.8K	270K	426	+2.32%
Jun 30, 2026	INVESCO LTD.	0.73%	130.51K	1.88M	31.63K	+31.99%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.11%	19.42K	278.27K	0	0
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.09%	16.93K	243.42K	3.4K	+25.12%
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.09%	15.5K	222.09K	15.5K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	60.71K	870K	21.57K	+55.09%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.42%	74.7K	1.07M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.21%	216.36K	3.1M	5.12K	+2.42%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.44%	258.41K	3.59M	19.2K	+8.03%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	1.52%	272.56K	3.9M	2.11K	+0.78%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.48%	445.92K	6.39M	-18.99K	-4.09%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.06%	11.45K	164.14K	36	+0.32%
Mar 31, 2026		0.07%	12.3K	176.26K	-2.7K	-18.00%
Mar 31, 2026	HILLTOP HOLDINGS INC.	0.07%	13.28K	190.32K	317	+2.45%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.08%	13.53K	193.87K	2.99K	+28.31%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.08%	14K	200.62K	0	0
Mar 31, 2026	STEPHENS INC /AR/	0.1%	18.18K	260.52K	1K	+5.82%
Mar 31, 2026	BREAKWATER CAPITAL GROUP	0.32%	57.37K	822.13K	6.04K	+11.76%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	18.37K	263K	-3.84K	-17.28%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.11%	19.73K	282.72K	-5.63K	-22.19%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.18%	32.94K	471.96K	6	+0.02%
Mar 31, 2026	DISCIPLINED INVESTMENTS, LLC	0.06%	10.21K	146.29K	25	+0.25%
Mar 31, 2026	CREEKSIDE PARTNERS	0.11%	20K	286.6K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.11%	20.57K	294.83K	10.37K	+101.61%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.12%	21.51K	308.17K	-6.22K	-22.44%
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.12%	21.8K	312.4K	0	0
Mar 31, 2026	FAIRSCALE CAPITAL, LLC	0.05%	9.27K	133.29K	0	0
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.11%	19.42K	277.89K	0	0
Mar 31, 2026	AVIANCE CAPITAL PARTNERS, LLC	0.07%	13.32K	190.83K	288	+2.21%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	2.4%	430.91K	6.17M	32.13K	+8.06%
Mar 31, 2026	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.13%	23.13K	331.4K	-58.01K	-71.50%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	26.55K	380.5K	4.61K	+21.00%
Mar 31, 2026	BLACKROCK, INC.	0%	13	193	13	+100.00%
Mar 31, 2026	WPG ADVISERS, LLC	0%	20	287	-67	-77.01%
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	74	1.06K	-242	-76.58%
Mar 31, 2026	FNY INVESTMENT ADVISERS, LLC	0%	100	1K	100	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	581	8.33K	-3.75K	-86.59%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	2.08K	29.97K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	4.48K	64.24K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	5.17K	74.41K	4.2K	+434.33%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	5.5K	78.82K	5.5K	+100.00%
Mar 31, 2026	CLEAN YIELD GROUP	0.04%	6.43K	92.11K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	7.65K	109.6K	34	+0.45%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	33.96K	486.6K	6.84K	+25.22%
Mar 31, 2026	ACCESS FINANCIAL SERVICES, INC.	0.22%	39.29K	562.95K	-4.35K	-9.97%
Mar 31, 2026	REDWOOD FAMILY WEALTH LLC	0.07%	12.3K	176.26K	-2.7K	-18.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.01%	360.2K	5.16M	27.54K	+8.28%
Mar 31, 2026	MORGAN STANLEY	3.67%	658.75K	9.44M	-78.5K	-10.65%
Mar 31, 2026	HICKORY POINT BANK & TRUST	0.15%	27.3K	391.21K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.87%	155.71K	2.23M	1.41K	+0.91%
Mar 31, 2026	FIERA CAPITAL CORP	0.2%	35.32K	506.09K	35.32K	+100.00%
Mar 31, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.13%	23.02K	329.81K	0	0
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	2.93%	525.11K	7.52M	-92.72K	-15.01%
Mar 31, 2026	ROYAL BANK OF CANADA	0.18%	32.87K	471K	-56	-0.17%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.34%	419.48K	6.01M	-5.84K	-1.37%
Mar 31, 2026	INVESCO LTD.	0.55%	98.87K	1.42M	26.39K	+36.41%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	6.05%	1.09M	15.57M	-5.09K	-0.47%
Mar 31, 2026	UNITING WEALTH PARTNERS, LLC	0.17%	29.8K	428.47K	29.8K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.22%	40.25K	576.73K	1.59K	+4.12%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.23%	40.77K	584.26K	0	0
Mar 31, 2026	MIDWEST FINANCIAL GROUP LLC	0.24%	42.2K	604.71K	-750	-1.75%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.26%	47.04K	674.08K	47.04K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.43%	77.89K	1.12M	1K	+1.30%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.46%	82.37K	1.15M	-978	-1.17%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.81%	145.67K	2.09M	39.31K	+36.95%
Mar 31, 2026	UBS GROUP AG	0.87%	156.62K	2.24M	-15.83K	-9.18%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.27%	48.69K	697.73K	11	+0.02%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.37%	425.31K	6.09M	-3.94K	-0.92%
Dec 31, 2025		0.08%	15K	214.65K	15K	+100.00%
Dec 31, 2025	HICKORY POINT BANK & TRUST	0.15%	27.3K	390.66K	0	0
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.12%	21.8K	311.97K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.02%	3.6K	51.52K	-928	-20.49%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.42%	74.7K	1.07M	837	+1.13%
Dec 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.45%	81.14K	1.16M	81.14K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	39.15K	560K	1.23K	+3.25%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	38.65K	553.15K	-2.94K	-7.06%
Dec 31, 2025	MORGAN STANLEY	4.11%	737.25K	10.55M	-3.89K	-0.53%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	1.5K	21.47M	1.5K	+100.00%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	2.08K	29.78K	2.08K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	7.61K	108.96K	2.77K	+57.15%
Dec 31, 2025	DISCIPLINED INVESTMENTS, LLC	0.06%	10.18K	145.71K	128	+1.27%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.06%	10.54K	150.89K	44	+0.42%
Dec 31, 2025	HILLTOP HOLDINGS INC.	0.07%	12.97K	185.53K	-596	-4.39%
Dec 31, 2025	CLEAN YIELD GROUP	0.04%	6.43K	91.98K	0	0
Dec 31, 2025	BREAKWATER CAPITAL GROUP	0.29%	51.34K	734.6K	1K	+1.99%
Dec 31, 2025	INVESCO LTD.	0.4%	72.48K	1.04M	40.88K	+129.35%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.43%	76.89K	1.1M	-11.34K	-12.85%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	10.21K	146.03K	10.21K	+100.00%
Dec 31, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.06%	10.89K	155.88K	26	+0.24%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.06%	11.42K	163.39K	11.42K	+100.00%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.07%	13.03K	186.45K	30	+0.23%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.08%	14K	200.34K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	22.21K	318K	3.05K	+15.91%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.46%	83.34K	1.2M	-2.06K	-2.41%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.86%	154.3K	2.21M	-923	-0.59%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.59%	106.36K	1.52M	-10.34K	-8.86%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.59%	464.91K	6.65M	31.05K	+7.16%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	6.08%	1.09M	15.62M	-125.27K	-10.30%
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0.02%	3.54K	50.59K	3.54K	+100.00%
Dec 31, 2025	CREEKSIDE PARTNERS	0.11%	20K	286.2K	0	0
Dec 31, 2025	ANCORA ADVISORS, LLC	0.02%	3.68K	52.69K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.33K	61.98K	0	0
Dec 31, 2025	COMERICA BANK	0.03%	5.51K	78.85K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	21.95K	314.04K	-2.98K	-11.95%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.18%	32.93K	471.21K	12	+0.04%
Dec 31, 2025	ROYAL BANK OF CANADA	0.18%	32.93K	470K	5.44K	+19.80%
Dec 31, 2025	SFI ADVISORS, LLC	0.17%	31.42K	449.61K	0	0
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.15%	27.73K	396.77K	-372	-1.32%
Dec 31, 2025	STEPHENS INC /AR/	0.1%	17.18K	245.85K	0	0
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-100	-100.00%
Dec 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.13%	23.02K	329.35K	0	0
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.14%	25.36K	362.85K	-4.1K	-13.92%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	27.12K	388.06K	-23.65K	-46.59%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.23%	40.77K	583.45K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.85%	332.66K	4.76M	4.04K	+1.23%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-449	-100.00%
Dec 31, 2025	LEE FINANCIAL CO	0%	0	-	-28.87K	-100.00%
Dec 31, 2025	FAIRSCALE CAPITAL, LLC	0.05%	9.27K	132.65K	0	0
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.11%	19.42K	277.89K	19.42K	+100.00%
Dec 31, 2025	MIDWEST FINANCIAL GROUP LLC	0.24%	42.95K	614.6K	-2.41K	-5.30%
Dec 31, 2025	ACCESS FINANCIAL SERVICES, INC.	0.24%	43.64K	624.42K	-3.56K	-7.53%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.27%	48.68K	696.6K	7.83K	+19.18%
Dec 31, 2025	FIFTH THIRD BANCORP	0%	0	-	-610	-100.00%
Dec 31, 2025	SALOMON & LUDWIN, LLC	0%	1	14	0	0
Dec 31, 2025	WPG ADVISERS, LLC	0%	87	1.25K	-5	-5.43%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	316	4.52K	316	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	732	10.48K	732	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	967	13.84K	0	0
Dec 31, 2025	UBS GROUP AG	0.96%	172.45K	2.47M	656	+0.38%
Dec 31, 2025	LPL FINANCIAL LLC	1.18%	211.25K	3.02M	23.86K	+12.73%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.33%	239.21K	3.42M	59.5K	+33.11%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.51%	270.46K	3.87M	24.67K	+10.04%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.22%	398.79K	5.71M	55.58K	+16.19%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	3.44%	617.82K	8.84M	-66K	-9.65%
Sep 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0%	0	-	-4.73K	-100.00%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.48%	85.4K	1.2M	-38.65K	-31.16%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.41%	73.86K	1.05M	5.29K	+7.72%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	6.78%	1.22M	17.25M	-61.33K	-4.80%
Sep 30, 2025	MORGAN STANLEY	4.13%	741.14K	10.51M	38.05K	+5.41%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	3.81%	683.82K	9.7M	-132.4K	-16.22%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.42%	433.86K	6.15M	136.94K	+46.12%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.91%	343.21K	4.87M	-26.56K	-7.18%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.83%	328.62K	4.66M	24.24K	+7.96%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.37%	245.79K	3.49M	23.32K	+10.48%
Sep 30, 2025	HILLTOP HOLDINGS INC.	0.08%	13.56K	192.29K	338	+2.56%
Sep 30, 2025	DISCIPLINED INVESTMENTS, LLC	0.06%	10.06K	142.58K	10.06K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	4.85K	68.7K	1.37K	+39.22%
Sep 30, 2025	LPL FINANCIAL LLC	1.04%	187.39K	2.66M	23.09K	+14.05%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1%	179.72K	2.52M	93.89K	+109.39%
Sep 30, 2025	UBS GROUP AG	0.96%	171.8K	2.44M	601	+0.35%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.86%	155.23K	2.2M	-5.72K	-3.55%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.65%	116.7K	1.66M	7.9K	+7.26%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	50.77K	720K	24.22K	+91.20%
Sep 30, 2025	BREAKWATER CAPITAL GROUP	0.28%	50.33K	713.71K	-1.23K	-2.38%
Sep 30, 2025	ACCESS FINANCIAL SERVICES, INC.	0.26%	47.19K	669.15K	2K	+4.43%
Sep 30, 2025	MIDWEST FINANCIAL GROUP LLC	0.25%	45.35K	643.12K	45.35K	+100.00%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.23%	40.77K	578.15K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	37.92K	538K	433	+1.16%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.18%	32.92K	466.76K	9	+0.03%
Sep 30, 2025	INVESCO LTD.	0.18%	31.6K	448.13K	31.6K	+100.00%
Sep 30, 2025	SFI ADVISORS, LLC	0.17%	31.42K	445.52K	0	0
Sep 30, 2025	UNITING WEALTH PARTNERS, LLC	0.17%	29.8K	424K	0	0
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.16%	29.46K	417.68K	-13	-0.04%
Sep 30, 2025	LEE FINANCIAL CO	0.16%	28.87K	410.79K	28.87K	+100.00%
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.16%	28.1K	398.44K	4.98K	+21.55%
Sep 30, 2025	ROYAL BANK OF CANADA	0.15%	27.48K	390K	-9.53K	-25.75%
Sep 30, 2025	HICKORY POINT BANK & TRUST	0.15%	27.3K	387.11K	0	0
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.12%	21.8K	309.13K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	19.16K	272K	0	0
Sep 30, 2025	STEPHENS INC /AR/	0.1%	17.18K	243.61K	300	+1.78%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.08%	14K	198.52K	14K	+100.00%
Sep 30, 2025	CLEAN YIELD GROUP	0.04%	6.43K	91.15K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.33K	61.41K	0	0
Sep 30, 2025	ANCORA ADVISORS, LLC	0.02%	3.68K	52.21K	-9.01K	-70.99%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	4.53K	64.21K	-2.11K	-31.75%
Sep 30, 2025	FAIRSCALE CAPITAL, LLC	0.05%	9.27K	131.9K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.06%	10.5K	148.89K	-1.5K	-12.50%
Sep 30, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.06%	10.87K	154.09K	20	+0.18%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.39%	429.25K	6.09M	0	0
Sep 30, 2025	AHL INVESTMENT MANAGEMENT, INC.	0.45%	81.15K	1.15M	-10.95K	-11.88%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	41.59K	589.73K	-4.07K	-8.91%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.23%	40.85K	579.2K	18	+0.04%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	24.92K	342.61K	12.53K	+101.04%
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.13%	23.02K	326.35K	0	0
Sep 30, 2025	CREEKSIDE PARTNERS	0.11%	20K	283.6K	0	0
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.07%	13K	184.33K	13K	+100.00%
Sep 30, 2025	COMERICA BANK	0.03%	5.51K	78.13K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	4.48K	63.57K	4.48K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	967	13.71K	0	0
Sep 30, 2025	FIFTH THIRD BANCORP	0%	610	8.65K	0	0
Sep 30, 2025	WPG ADVISERS, LLC	0%	92	1.31K	4	+4.55%
Sep 30, 2025	ADDISON ADVISORS LLC	0%	3	43	-4	-57.14%
Sep 30, 2025	SALOMON & LUDWIN, LLC	0%	1	14	0	0
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0%	0	-	-51.48K	-100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-1.06K	-100.00%
Sep 30, 2025	TRANSCE3ND, LLC	0%	0	-	-234	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.49%	88.23K	1.25M	10.82K	+13.97%
Jun 30, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.06%	10.85K	148.39K	20	+0.18%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	7.12%	1.28M	17.48M	-25.08K	-1.92%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	4.55%	816.22K	11.17M	-120.39K	-12.85%
Jun 30, 2025	MORGAN STANLEY	3.92%	703.09K	9.62B	-57.14K	-7.52%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.39%	429.25K	5.87M	-22.99K	-5.08%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.24%	222.47K	3.04M	20.98K	+10.41%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.07%	13.22K	180.89K	581	+4.60%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	100	1K	100	+100.00%
Jun 30, 2025	ADDISON ADVISORS LLC	0%	7	96	7	+100.00%
Jun 30, 2025	SALOMON & LUDWIN, LLC	0%	1	14	0	0
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0%	0	-	-7.19K	-100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-115	-100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-218	-100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-22.16K	-100.00%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.65%	296.92K	4.06M	-31.75K	-9.66%
Jun 30, 2025	UBS GROUP AG	0.95%	171.2K	2.34M	-57.09K	-25.01%
Jun 30, 2025	LPL FINANCIAL LLC	0.92%	164.3K	2.25M	-11.26K	-6.42%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.9%	160.94K	2.2M	-34.63K	-17.71%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.61%	108.8K	1.49M	695	+0.64%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.43%	77.41K	1.06M	1.99K	+2.63%
Jun 30, 2025	BREAKWATER CAPITAL GROUP	0.29%	51.56K	705.3K	33.43K	+184.39%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	45.66K	624.62K	1.09K	+2.45%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.23%	40.83K	558.53K	17	+0.04%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.23%	40.77K	557.76K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	37.48K	513K	-166	-0.44%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.16%	29.47K	403.12K	-22.99K	-43.83%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	26.55K	363K	433	+1.66%
Jun 30, 2025	STEPHENS INC /AR/	0.09%	16.88K	230.92K	2.5K	+17.39%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.07%	12.69K	173.64K	1.7K	+15.46%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.07%	12K	164.16K	12K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	11.34K	155.08K	446	+4.10%
Jun 30, 2025	NOMURA HOLDINGS INC	0.06%	10K	136.8K	10K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	6.63K	90.75K	70	+1.07%
Jun 30, 2025	CLEAN YIELD GROUP	0.04%	6.43K	87.93K	0	0
Jun 30, 2025	COMERICA BANK	0.03%	5.51K	75.38K	-8	-0.15%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.33K	59.25K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	3.48K	47.6K	24	+0.69%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.06K	14.54K	-635	-37.40%
Jun 30, 2025	AHL INVESTMENT MANAGEMENT, INC.	0.51%	92.09K	1.26M	6.89K	+8.09%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.13%	23.12K	316.25K	-4.59K	-16.57%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.29%	51.48K	704.19K	51.48K	+100.00%
Jun 30, 2025	ACCESS FINANCIAL SERVICES, INC.	0.25%	45.19K	618.2K	2.43K	+5.68%
Jun 30, 2025	ROYAL BANK OF CANADA	0.21%	37.02K	506K	260	+0.71%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.18%	32.91K	450.18K	10	+0.03%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	967	13.23K	0	0
Jun 30, 2025	WILLIAMS & NOVAK, LLC	0%	0	-	-10.5K	-100.00%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0%	0	-	-110.84K	-100.00%
Jun 30, 2025	SFI ADVISORS, LLC	0.17%	31.42K	429.81K	-822	-2.55%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.12%	21.8K	298.23K	0	0
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.06%	369.76K	5.06M	80.33K	+27.75%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.69%	124.05K	1.69M	124.05K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.48%	85.83K	1.17M	21.34K	+33.09%
Jun 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.13%	23.02K	314.85K	11.61K	+101.74%
Jun 30, 2025	CREEKSIDE PARTNERS	0.11%	20K	273.6K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	19.16K	262K	19.16K	+100.00%
Jun 30, 2025		0.03%	4.73K	64.64K	4.73K	+100.00%
Jun 30, 2025	FAIRSCALE CAPITAL, LLC	0.05%	9.27K	126.89K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	12.4K	169.61K	180	+1.47%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.7%	304.38K	4.16M	16.24K	+5.63%
Jun 30, 2025	UNITING WEALTH PARTNERS, LLC	0.17%	29.8K	407.65K	0	0
Jun 30, 2025	HICKORY POINT BANK & TRUST	0.15%	27.3K	373.46K	0	0
Jun 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.03%	4.73K	64.64K	4.73K	+100.00%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.61%	289.44K	3.98M	35.39K	+13.93%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	5.22%	936.61K	12.87M	-47.68K	-4.84%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	7.26%	1.3M	17.91M	48.75K	+3.89%
Mar 31, 2025	BREAKWATER CAPITAL GROUP	0.1%	18.13K	249.09K	2.95K	+19.47%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.33K	59.51K	0	0
Mar 31, 2025	FAIRSCALE CAPITAL, LLC	0.05%	9.27K	127.82K	0	0
Mar 31, 2025	WILLIAMS & NOVAK, LLC	0.06%	10.5K	145.01K	0	0
Mar 31, 2025	TYCHE WEALTH PARTNERS LLC	0.12%	21.8K	299.54K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.12%	22.16K	304.5K	-3.28K	-12.88%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	26.12K	359K	-7.62K	-22.59%
Mar 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.15%	27.71K	380.74K	-3.36K	-10.81%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.36%	64.49K	886.68K	15.6K	+31.92%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.12%	201.49K	2.77M	18.59K	+10.16%
Mar 31, 2025	SFI ADVISORS, LLC	0.18%	32.24K	442.99K	32.24K	+100.00%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.18%	32.9K	452.02K	-2.09K	-5.98%
Mar 31, 2025	ROYAL BANK OF CANADA	0.2%	36.76K	505K	4.07K	+12.46%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	37.65K	517K	1.54K	+4.25%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	967	13.35K	967	+100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.7K	23.33K	1.35K	+393.60%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	3.46K	47.48K	93	+2.77%
Mar 31, 2025	COMERICA BANK	0.03%	5.52K	75.82K	0	0
Mar 31, 2025	CLEAN YIELD GROUP	0.04%	6.43K	88.32K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	6.56K	90.19K	45	+0.69%
Mar 31, 2025	CULLEN/FROST BANKERS, INC.	0.04%	7.19K	98.83K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	12.22K	167.87K	3.37K	+38.05%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.23%	40.77K	560.21K	0	0
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.23%	40.81K	560.74K	-63	-0.15%
Mar 31, 2025	ACCESS FINANCIAL SERVICES, INC.	0.24%	42.76K	587.52K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.42%	75.42K	1.04M	-1.47K	-1.91%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.61%	288.15K	3.96M	-2.08K	-0.72%
Mar 31, 2025	AHL INVESTMENT MANAGEMENT, INC.	0.47%	85.2K	1.17M	-19.3K	-18.47%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.6%	108.11K	1.49M	-28.1K	-20.63%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.62%	110.84K	1.56M	57.07K	+106.14%
Mar 31, 2025	LPL FINANCIAL LLC	0.98%	175.57K	2.41M	19.47K	+12.47%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.09%	195.57K	2.69M	472	+0.24%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.83%	328.67K	4.52M	51.37K	+18.52%
Mar 31, 2025		0.06%	10.83K	148.76K	10.83K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	10.89K	149.63K	10.89K	+100.00%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.06%	10.99K	151.04K	0	0
Mar 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.06%	11.41K	156.75K	0	0
Mar 31, 2025	CREEKSIDE PARTNERS	0.11%	20K	274.8K	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	44.57K	612.34K	83	+0.19%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.29%	52.46K	720.81K	-1.16K	-2.15%
Mar 31, 2025	UBS GROUP AG	1.27%	228.28K	3.14M	-81.06K	-26.20%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.52%	452.24K	6.21M	-56.64K	-11.13%
Mar 31, 2025	HILLTOP HOLDINGS INC.	0.07%	12.64K	173.69K	1.15K	+10.01%
Mar 31, 2025	STEPHENS INC /AR/	0.08%	14.38K	197.58K	0	0
Mar 31, 2025	MORGAN STANLEY	4.23%	760.23K	10.45M	18.65K	+2.52%
Mar 31, 2024	ELEQUIN SECURITIES, LLC	0%	0	-	-9.43K	-100.00%
Mar 31, 2024	WEISS ASSET MANAGEMENT LP	0%	0	-	-12.02K	-100.00%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	100	1K	100	+100.00%
Mar 31, 2024	FIRST PREMIER BANK	0%	650	9K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1K	13.5K	697	+230.03%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.01%	2.64K	35.63K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	3.17K	42.75K	-1.34K	-29.72%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	3.57K	48.17K	-2.1K	-36.99%
Mar 31, 2024	COMERICA BANK	0.03%	5.5K	74.21K	-620	-10.14%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.04%	6.31K	85.23K	38	+0.61%
Mar 31, 2024	CLEAN YIELD GROUP	0.04%	6.43K	86.77K	0	0
Mar 31, 2024	CULLEN/FROST BANKERS, INC.	0.04%	7.19K	97.11K	0	0
Mar 31, 2024	ANCORA ADVISORS, LLC	0.06%	10.99K	148.41K	0	0
Mar 31, 2024	HILLTOP HOLDINGS INC.	0.07%	11.73K	158.39K	164	+1.42%
Mar 31, 2024	ACCESS FINANCIAL SERVICES, INC.	0.11%	19.01K	256.64K	0	0
Mar 31, 2024	NOMURA HOLDINGS INC	0.12%	21.56K	291.1K	2.95K	+15.82%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.12%	21.8K	294.31K	0	0
Mar 31, 2024	BREAKWATER CAPITAL GROUP	0.13%	23.51K	317.43K	12.65K	+116.37%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.13%	23.96K	324.48K	0	0
Mar 31, 2024	COASTAL INVESTMENT ADVISORS, INC.	0.14%	24.89K	336.01K	3	+0.01%
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.17%	30.65K	413.81K	-15.6K	-33.72%
Mar 31, 2024	ROYAL BANK OF CANADA	0.17%	31.18K	421K	18.59K	+147.59%
Mar 31, 2024	PALUMBO WEALTH MANAGEMENT LLC	0.18%	31.56K	426.09K	0	0
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.19%	34.97K	472.03K	5	+0.01%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.25%	44.32K	598.29K	26	+0.06%
Mar 31, 2024	LPL FINANCIAL LLC	0.45%	81.47K	1.1M	-3K	-3.55%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.5%	88.98K	1.2M	15.36K	+20.86%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.5%	90.26K	1.22M	-1.76K	-1.91%
Mar 31, 2024	AHL INVESTMENT MANAGEMENT, INC.	0.52%	93.92K	1.27M	77.62K	+476.14%
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	5.61%	1.01M	13.6M	186.16K	+22.67%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0%	0	-	-12.32K	-100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0%	0	-	-16.97K	-100.00%
Mar 31, 2024	SALOMON & LUDWIN, LLC	0%	1	14	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.57%	102.95K	1.39M	55.94K	+119.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.64%	115.45K	1.56M	-16.41K	-12.44%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.95%	170.74K	2.3M	2.2K	+1.30%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.06%	190.99K	2.58M	43.61K	+29.59%
Mar 31, 2024	UBS GROUP AG	1.22%	218.78K	2.95M	-3.55K	-1.60%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	2.16%	388.1K	5.24M	-6.17K	-1.56%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.47%	444.07K	5.99M	-7.68K	-1.70%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.85%	512.05K	6.91M	-3.06K	-0.59%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	5.6%	1.01M	13.58M	-70.47K	-6.55%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	5.67%	1.02M	13.75M	-515.28K	-33.60%
Mar 31, 2024	CRESTONE ASSET MANAGEMENT LLC	0%	0	-	-10.51K	-100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.25%	44.7K	603.46K	-2.41K	-5.12%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.32%	56.98K	769.16K	182	+0.32%
Mar 31, 2024	MORGAN STANLEY	3.02%	542.48K	7.32M	-1.08K	-0.20%
Mar 31, 2024	STEPHENS INC /AR/	0.08%	14.5K	195.75K	0	0
Mar 31, 2024	ACKERMAN CAPITAL ADVISORS, LLC	0.09%	16.65K	224.71K	-19.86K	-54.40%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.2%	35.23K	475.66K	5.1K	+16.91%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	38.55K	520K	38.55K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	38.72K	523K	210	+0.55%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.25%	44.29K	603.71K	51	+0.12%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.26%	47.01K	640.76K	47.01K	+100.00%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.26%	47.11K	642.15K	47.11K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.32%	56.79K	774.08K	43.24K	+319.07%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.41%	73.62K	1M	5.43K	+7.96%
Dec 31, 2023	LPL FINANCIAL LLC	0.47%	84.48K	1.15M	12.84K	+17.93%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.51%	92.02K	1.25M	19.37K	+26.66%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.74%	131.85K	1.8M	18.49K	+16.31%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.82%	147.38K	2.01M	-80.83K	-35.42%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.94%	168.54K	2.3M	8.92K	+5.59%
Dec 31, 2023	UBS GROUP AG	1.24%	222.33K	3.03M	12.46K	+5.94%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	2.2%	394.27K	5.37M	13.93K	+3.66%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.52%	451.75K	6.16M	-12.94K	-2.78%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.87%	515.12K	7.02M	103.67K	+25.20%
Dec 31, 2023	MORGAN STANLEY	3.03%	543.55K	7.41M	57.45K	+11.82%
Dec 31, 2023	TORTOISE INVESTMENT MANAGEMENT, LLC	4.58%	821.31K	11.19M	108.92K	+15.29%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	6%	1.08M	14.67M	-6.89K	-0.64%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	8.55%	1.53M	20.9M	49.5K	+3.34%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	303	4.13K	4	+1.34%
Dec 31, 2023	FIRST PREMIER BANK	0%	650	9K	0	0
Dec 31, 2023	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.01%	2.64K	35.97K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	4.51K	61.42K	4.51K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.03%	5.66K	77.19K	-1.24K	-17.96%
Dec 31, 2023	COMERICA BANK	0.03%	6.12K	83.38K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.04%	6.28K	85.52K	80	+1.29%
Dec 31, 2023	CLEAN YIELD GROUP	0.04%	6.43K	87.61K	0	0
Dec 31, 2023	CULLEN/FROST BANKERS, INC.	0.04%	7.19K	98.04K	0	0
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.05%	9.43K	128.5K	9.43K	+100.00%
Dec 31, 2023	CRESTONE ASSET MANAGEMENT LLC	0.06%	10.51K	143.28K	0	0
Dec 31, 2023	BREAKWATER CAPITAL GROUP	0.06%	10.87K	148.06K	10.87K	+100.00%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.06%	10.99K	149.84K	10.99K	+100.00%
Dec 31, 2023	HILLTOP HOLDINGS INC.	0.06%	11.57K	157.67K	13	+0.11%
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.07%	12.02K	163.87K	12.02K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.07%	12.32K	167K	1.71K	+16.17%
Dec 31, 2023	ROYAL BANK OF CANADA	0.07%	12.6K	172K	263	+2.13%
Dec 31, 2023	STEPHENS INC /AR/	0.08%	14.5K	197.64K	14.5K	+100.00%
Dec 31, 2023	AHL INVESTMENT MANAGEMENT, INC.	0.09%	16.3K	222.18K	1.65K	+11.26%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.09%	16.97K	231.32K	-1.48K	-8.01%
Dec 31, 2023	NOMURA HOLDINGS INC	0.1%	18.62K	253.75K	18.62K	+100.00%
Dec 31, 2023	ACCESS FINANCIAL SERVICES, INC.	0.11%	19.01K	259.11K	-1.8K	-8.65%
Dec 31, 2023		0.02%	3.55K	48.39K	3.55K	+100.00%
Dec 31, 2023	KOSHINSKI ASSET MANAGEMENT, INC.	0.26%	46.25K	630.35K	18.68K	+67.74%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.13%	23.96K	326.58K	-2K	-7.69%
Dec 31, 2023	COASTAL INVESTMENT ADVISORS, INC.	0.14%	24.89K	339.21K	-388	-1.54%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.17%	30.14K	410.78K	30.14K	+100.00%
Dec 31, 2023	PALUMBO WEALTH MANAGEMENT LLC	0.18%	31.56K	430.19K	31.56K	+100.00%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.2%	34.96K	476.51K	47	+0.13%
Dec 31, 2023	ACKERMAN CAPITAL ADVISORS, LLC	0.2%	36.5K	497.52K	36.5K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	38.51K	525K	20K	+108.07%

Insiders

Among the NUW insiders holding of N/A of the stake in company, ROBERT YOUNG L, , holds the largest shares of 6.49K. NUVEEN FUND ADVISORS, LLC, , is the second largest NUW insider with ownership of 0 shares. SCHNEIDER WILLIAM J, , stands third with possession of 0 shares of that stake.

Insiders	Designation	Shares Held
ROBERT YOUNG L		6.49K
NUVEEN FUND ADVISORS, LLC		0
SCHNEIDER WILLIAM J		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 14, 2019	ROBERT YOUNG L	PURCHASE	15.41	6.49K	100.01K	6.49K
May 08, 2017	NUVEEN FUND ADVISORS, LLC	SALE	17.07	7K	119.47K	0
Aug 10, 2012	SCHNEIDER WILLIAM J	SALE	18.43	3K	55.29K	0
Mar 27, 2009	SCHNEIDER WILLIAM J	PURCHASE	15.09	3K	45.27K	3K

Frequently Asked Questions