How many institutions own NZF 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 NZF shares is 256, representing 16.28% of the company's common stock.

Who are the major shareholders selling Nuveen Municipal Credit Income Fund stock?

UBS GROUP AG, in the last quarter, reduced its stake in NZF by -5.15% restricting it's holding to 2.01 million shares of worth nearly $25.47M. GOLDMAN SACHS GROUP INC also lessened -2.39% of the NZF shares from its portfolio, reducing its holding to 89.8 thousand shares of worth $1.14M. PETRA FINANCIAL ADVISORS INC also shunned NZF shares holding by -0.5% last quarter which brought its holding to 117.72 thousand shares worth $1.49M.

Investors who are buying NZF stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in NZF by 1.56% in the last quarter. The institutional holder raised its holding to 3.09 million shares having worth more than $39.15M. WELLS FARGO & COMPANY/MN also added 18.76% more shares of NZF to its portfolio, raising its holding to 2.21 million shares of worth $27.96M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also increased its NZF shares holding by 35.52% which brought its holding to 293.08 thousand shares worth $3.72M.

NZF's major insiders: who are they?

The insider with the most stakes in NZF is Robert Young L , Trustee at the company. Additionally, NZF stock is highly held by Vice President LAMB DAVID J and Trustee TOTH TERENCE J among others.

Did an insider recently sell NZF stock?

Company executives, directors, and other insiders own 0.14% percent of Nuveen Municipal Credit Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which NZF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/, TOTH TERENCE J, and ROBERT YOUNG L.

Which insider recently purchased NZF stock?

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

How much of NZF does insiders own?

Around 0 Nuveen Municipal Credit Income Fund shares are held by insiders, which represents about 0.14% of NZF stock.

Who is the insider with the largest stake?

NZF Trustee, Robert Young L holds the largest portfolio of the company's shares. NZF shares owned by Robert total nearly 16.13 thousand.

Which institution holds the most shares in NZF?

MORGAN STANLEY is the largest institutional owner in NZF which holds 3.09 million shares worth $39.15M or 1.58% of the total NZF shares outstanding followed by UBS GROUP AG with ownership of 2.01 million shares representing 1.03% of the NZF ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 2.21 million shares or 1.13% of the ownership worth more than $27.96M.

Is Nuveen Municipal Credit Income Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the NZF is concerned, it is a stock which is not optionable.

Is there a short position on NZF's shares?

Number of NZF 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 NZF shares are there?

As of today, null shares of NZF are outstanding.

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

NZF 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 NZF is null.

Nuveen Municipal Credit Income Fund (NZF) 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

0.14% Percentage of Shares held by All Insiders

16.28% Percentage of Shares held by All Institutions

16.3% Percentage of Float held by Institutions

256

Number of Institutions Holding Shares

Institutional Ownership

About 16.28% of NZF shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 3.09M shares valued at $39.15M. A 1.58% stake in Nuveen Municipal Credit Income Fund is owned by the company. UBS GROUP AG owns 2.01M shares valued at $25.47M, which translates its holding of 1.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MORGAN STANLEY	1.58%	3.09M	39.15M	47.32K	+1.56%
Jun 30, 2026	UBS GROUP AG	1.03%	2.01M	25.47M	-109.03K	-5.15%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.13%	2.21M	27.96M	348.33K	+18.76%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	293.08K	3.72M	76.81K	+35.52%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.82%	1.61M	20.36M	249.75K	+18.42%
Jun 30, 2026	STEPHENS INC /AR/	0.04%	84.68K	1.07M	84.68K	+100.00%
Jun 30, 2026	SILVERLAKE WEALTH MANAGEMENT LLC	0.05%	88.93K	1.13M	5.4K	+6.46%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.05%	89.8K	1.14M	-2.2K	-2.39%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	98.16K	1.25M	22.52K	+29.77%
Jun 30, 2026	PETRA FINANCIAL ADVISORS INC	0.06%	117.72K	1.49M	-588	-0.50%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.06%	121.01K	1.53M	-7.05K	-5.50%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.07%	130.74K	1.66M	-11.85K	-8.31%
Jun 30, 2026	CARSON ADVISORY INC.	0.07%	131.16K	1.66M	-3.07K	-2.29%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.07%	133.04K	1.69M	-66.32K	-33.27%
Jun 30, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.07%	134.88K	1.71M	23.4K	+20.99%
Jun 30, 2026	LIDO ADVISORS, LLC	0.07%	136.12K	1.74M	4.12K	+3.12%
Jun 30, 2026	MARINER, LLC	0.03%	51.45K	652.4K	1.9K	+3.82%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.03%	53.22K	674.78K	-7	-0.01%
Jun 30, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.03%	53.92K	683.75K	788	+1.48%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.03%	55.69K	706.1K	-2.74K	-4.69%
Jun 30, 2026	GREATMARK INVESTMENT PARTNERS, INC.	0.16%	316.3K	4.01M	0	0
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.03%	57.83K	733.31K	0	0
Jun 30, 2026	INTELLUS ADVISORS LLC	0.03%	60.95K	772.85K	-3K	-4.69%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.04%	68.18K	865K	-949	-1.37%
Jun 30, 2026	GOULD CAPITAL, LLC	0.04%	69.26K	878.26K	-328	-0.47%
Jun 30, 2026	TYCHE WEALTH PARTNERS LLC	0.04%	72.45K	918.72K	-3.01K	-3.99%
Jun 30, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.04%	72.76K	922.53K	12K	+19.75%
Jun 30, 2026		0.03%	56.48K	716.04K	56.48K	+100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	364.45K	4.62M	-5.53K	-1.49%
Jun 30, 2026	LAKE STREET FINANCIAL LLC	0.21%	404.25K	5.13M	37.3K	+10.16%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	289.57K	3.67M	4.61K	+1.62%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.23%	439.6K	5.57M	38.53K	+9.61%
Jun 30, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	462.38K	5.86M	0	0
Jun 30, 2026	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.24%	469.8K	5.96M	3.12K	+0.67%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.3%	587.51K	7.45M	44.76K	+8.25%
Jun 30, 2026	COMPASS FINANCIAL GROUP, INC/SD	0.08%	164.57K	2.09M	567	+0.35%
Jun 30, 2026	JANE STREET GROUP, LLC	0.09%	169.39K	2.15M	4.65K	+2.82%
Jun 30, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.09%	182.6K	2.32M	18.78K	+11.46%
Jun 30, 2026	INVESCO LTD.	0.1%	195.83K	2.48M	358	+0.18%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.35%	680.48K	8.63M	-9.31K	-1.35%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.37%	720.51K	9.14M	36.27K	+5.30%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.49%	949.54K	12.04M	20.6K	+2.22%
Jun 30, 2026	MELONE PRIVATE WEALTH, LLC	0.5%	972.84K	12.34M	117.66K	+13.76%
Jun 30, 2026	LPL FINANCIAL LLC	0.56%	1.08M	13.74M	100.93K	+10.27%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	146.07K	1.85M	-6.49K	-4.25%
Jun 30, 2026	ROYAL BANK OF CANADA	0.56%	1.09M	13.78M	64.98K	+6.36%
Jun 30, 2026	EDGEMOOR INVESTMENT ADVISORS, INC.	0.16%	303.99K	3.85M	19.11K	+6.71%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.6%	1.17M	14.8M	99.88K	+9.36%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.99%	1.92M	24.39M	-209.41K	-9.82%
Jun 30, 2026	OPEROSE ADVISORS LLC	0.04%	79.11K	1M	79.11K	+100.00%
Jun 30, 2026	FF ADVISORS,LLC	0.04%	84.6K	1.07M	-2.89K	-3.31%
Jun 30, 2026	COHEN & STEERS, INC.	0.1%	200.3K	2.54M	-25K	-11.10%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.11%	204.55K	2.59M	18.65K	+10.03%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.11%	205.5K	2.61M	36.37K	+21.50%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.12%	225.02K	2.85M	14.47K	+6.87%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	242.06K	3.07M	56.9K	+30.73%
Jun 30, 2026	KIM, LLC	0.13%	250K	3.17M	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.05%	87.83K	1.11M	-7.97K	-8.32%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	250.27K	3.17M	8.83K	+3.66%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	413.94K	5.25M	29.25K	+7.60%
Jun 30, 2026	CONGRESS PARK CAPITAL LLC	0.22%	437.5K	5.55M	0	0
Jun 30, 2026	TRUIST FINANCIAL CORP	0.15%	300.98K	3.82M	46.26K	+18.16%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.12%	2.18M	27.65M	67.03K	+3.17%
Mar 31, 2026	LPL FINANCIAL LLC	0.5%	982.59K	11.97M	195.8K	+24.89%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.48%	928.93K	11.31M	-57.42K	-5.82%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.05%	95.8K	1.17M	-364.97K	-79.21%
Mar 31, 2026	LIDO ADVISORS, LLC	0.07%	132K	1.62M	0	0
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.07%	142.59K	1.74M	-8.84K	-5.84%
Mar 31, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.08%	163.82K	2M	13.09K	+8.69%
Mar 31, 2026	JANE STREET GROUP, LLC	0.08%	164.74K	2.01M	-89.27K	-35.14%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	216.27K	2.63M	-3.24K	-1.48%
Mar 31, 2026	COHEN & STEERS, INC.	0.12%	225.3K	2.74M	-80K	-26.20%
Mar 31, 2026	KIM, LLC	0.13%	250K	3.05M	0	0
Mar 31, 2026	EDGEMOOR INVESTMENT ADVISORS, INC.	0.15%	284.88K	3.47M	38.94K	+15.83%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	284.96K	3.47M	48.54K	+20.53%
Mar 31, 2026	LAKE STREET FINANCIAL LLC	0.19%	366.95K	4.47M	52.8K	+16.81%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.21%	401.06K	4.92M	34.6K	+9.44%
Mar 31, 2026	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.24%	466.67K	5.68M	14.09K	+3.11%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.35%	684.24K	8.33M	32.77K	+5.03%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.35%	689.78K	8.4M	62.5K	+9.96%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.09%	169.13K	2.06M	6.4K	+3.93%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.1%	185.9K	2.26M	45.6K	+32.50%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.1%	185.16K	2.26M	4.71K	+2.61%
Mar 31, 2026	INVESCO LTD.	0.1%	195.47K	2.38M	-11.04K	-5.35%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.11%	210.55K	2.56M	116.59K	+124.08%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	241.44K	2.94M	709	+0.29%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.05%	92K	1.12M	-1.1K	-1.18%
Mar 31, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.06%	111.49K	1.36M	31.5K	+39.38%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.07%	128.05K	1.56M	-4.61K	-3.48%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	152.56K	1.86M	-7.37K	-4.61%
Mar 31, 2026	COMPASS FINANCIAL GROUP, INC/SD	0.08%	164K	2M	1.02K	+0.62%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.1%	199.37K	2.43M	4.27K	+2.19%
Mar 31, 2026	MORGAN STANLEY	1.56%	3.04M	37.03M	-568.58K	-15.76%
Mar 31, 2026	GREATMARK INVESTMENT PARTNERS, INC.	0.16%	316.3K	3.85M	-14.8K	-4.47%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	369.98K	4.51M	60.38K	+19.50%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	384.69K	4.69M	23.77K	+6.59%
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.03%	53.14K	647.19K	402	+0.76%
Mar 31, 2026	VENTURE VISIONARY PARTNERS LLC	0.03%	53.22K	648.25K	30	+0.06%
Mar 31, 2026	MACKAY SHIELDS LLC	0.03%	55.66K	677.93K	-268.84K	-82.85%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.03%	58.43K	711.65K	-896	-1.51%
Mar 31, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.03%	60.76K	740K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.03%	63.69K	775.75K	-2.34K	-3.54%
Mar 31, 2026	INTELLUS ADVISORS LLC	0.03%	63.95K	778.89K	-5.08K	-7.35%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.04%	69.13K	842K	-248	-0.36%
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.04%	75.47K	919.19K	139	+0.18%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.04%	75.65K	921K	5.45K	+7.76%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.04%	79.07K	963.04K	1.69K	+2.18%
Mar 31, 2026	SILVERLAKE WEALTH MANAGEMENT LLC	0.04%	83.53K	1.02M	20.49K	+32.50%
Mar 31, 2026	FF ADVISORS,LLC	0.04%	87.5K	1.1M	-1.24K	-1.40%
Mar 31, 2026	CARSON ADVISORY INC.	0.07%	134.23K	1.63M	170	+0.13%
Mar 31, 2026	GRIDIRON PARTNERS, LLC	0.08%	163.5K	1.99M	-110.18K	-40.26%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.55%	1.07M	13M	-26.78K	-2.45%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.7%	1.36M	16.51M	27.93K	+2.10%
Mar 31, 2026	UBS GROUP AG	1.09%	2.12M	25.79M	-51.51K	-2.37%
Mar 31, 2026		0.06%	117.15K	1.43M	-973	-0.82%
Mar 31, 2026	PETRA FINANCIAL ADVISORS INC	0.06%	118.31K	1.44M	9.79K	+9.02%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.13%	254.72K	3.1M	3.6K	+1.43%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.28%	542.75K	6.61M	9.82K	+1.84%
Mar 31, 2026	CONGRESS PARK CAPITAL LLC	0.22%	437.5K	5.33M	12.5K	+2.94%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	462.38K	5.63M	0	0
Mar 31, 2026	MELONE PRIVATE WEALTH, LLC	0.44%	855.18K	10.42M	-10.27K	-1.19%
Mar 31, 2026	ROYAL BANK OF CANADA	0.52%	1.02M	12.44M	36.8K	+3.74%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.95%	1.86M	22.62M	30.88K	+1.69%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.09%	2.11M	25.75M	343.62K	+19.41%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.09%	2.13M	25.98M	-1.02M	-32.40%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	240.73K	3.03M	-5.37K	-2.18%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.34%	651.48K	8.2M	30.13K	+4.85%
Dec 31, 2025	LPL FINANCIAL LLC	0.41%	786.78K	9.9M	193.91K	+32.71%
Dec 31, 2025	UBS GROUP AG	1.12%	2.17M	27.29M	-231.54K	-9.64%
Dec 31, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.08%	162.99K	2.05M	2.05K	+1.27%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.07%	140.3K	1.77M	35.43K	+33.78%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.04%	69.38K	873K	-2.89K	-4.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	70.2K	883K	3.5K	+5.25%
Dec 31, 2025	GOULD CAPITAL, LLC	0.04%	73.17K	920.42K	-1.67K	-2.23%
Dec 31, 2025	MORGAN STANLEY	1.86%	3.61M	45.4M	-592.39K	-14.10%
Dec 31, 2025	MELONE PRIVATE WEALTH, LLC	0.45%	865.45K	10.89M	55.88K	+6.90%
Dec 31, 2025	ROYAL BANK OF CANADA	0.51%	984.76K	12.39M	54.63K	+5.87%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	360.92K	4.54M	-9.18K	-2.48%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.51%	986.35K	12.41M	-12.88K	-1.29%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.91%	1.77M	22.27M	184.83K	+11.66%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.94%	1.83M	22.97M	96.07K	+5.55%
Dec 31, 2025	INTELLUS ADVISORS LLC	0.04%	69.03K	868.33K	-878	-1.26%
Dec 31, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.13%	245.94K	3.09M	23.59K	+10.61%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.07%	132.67K	1.67M	51.02K	+62.49%
Dec 31, 2025	CARSON ADVISORY INC.	0.07%	134.06K	1.69M	-457	-0.34%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.08%	151.42K	1.9M	-26.8K	-15.04%
Dec 31, 2025	NORTH GROUND CAPITAL	0.12%	223.54K	2.81M	-32.96K	-12.85%
Dec 31, 2025		0.06%	110.1K	1.39M	110.1K	+100.00%
Dec 31, 2025	LIDO ADVISORS, LLC	0.07%	132K	1.67M	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	159.94K	2.01M	3.95K	+2.53%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.08%	162.73K	2.01M	-21.22K	-11.54%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.09%	173.43K	2.18M	173.43K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	180.45K	2.27M	29.03K	+19.18%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	219.51K	2.76M	-105.79K	-32.52%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	366.46K	4.61M	-1.4K	-0.38%
Dec 31, 2025	CONGRESS PARK CAPITAL LLC	0.22%	425K	5.35M	-100K	-19.05%
Dec 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.23%	452.59K	5.69M	36.21K	+8.70%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	195.09K	2.45M	26.63K	+15.81%
Dec 31, 2025	INVESCO LTD.	0.11%	206.52K	2.6M	5.58K	+2.78%
Dec 31, 2025	STONEX GROUP INC.	0.21%	409.2K	5.15M	22.11K	+5.71%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.24%	460.77K	5.8M	6.22K	+1.37%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.28%	532.93K	6.7M	-29.81K	-5.30%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.69%	1.33M	16.7M	-248.76K	-15.78%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.13%	251.12K	3.16M	46.17K	+22.52%
Dec 31, 2025	JANE STREET GROUP, LLC	0.13%	254.01K	3.2M	204.69K	+415.09%
Dec 31, 2025	GRIDIRON PARTNERS, LLC	0.14%	273.68K	3.44M	-2.61M	-90.50%
Dec 31, 2025	COHEN & STEERS, INC.	0.16%	305.3K	3.84M	0	0
Dec 31, 2025	LAKE STREET FINANCIAL LLC	0.16%	314.15K	3.95M	67.55K	+27.39%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.32%	627.29K	7.89M	50.75K	+8.80%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	75.33K	947.63K	-1.96K	-2.54%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.04%	77.38K	810K	13.41K	+20.95%
Dec 31, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.04%	79.99K	1.01M	12.66K	+18.81%
Dec 31, 2025	FF ADVISORS,LLC	0.05%	88.73K	1.12M	4.32K	+5.12%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.05%	93.1K	1.17B	3.9K	+4.37%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	93.96K	1.18M	24.84K	+35.94%
Dec 31, 2025	PETRA FINANCIAL ADVISORS INC	0.06%	108.52K	1.37M	-9.95K	-8.40%
Dec 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.08%	150.73K	1.9M	873	+0.58%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	236.42K	2.97M	-18.28K	-7.18%
Dec 31, 2025	KIM, LLC	0.13%	250K	3.15M	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	309.59K	3.89M	-1.39K	-0.45%
Dec 31, 2025	MACKAY SHIELDS LLC	0.17%	324.5K	4.08M	-1.08M	-76.93%
Dec 31, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.17%	331.1K	4.17M	4.05K	+1.24%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	462.38K	5.82M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.56%	1.09M	13.77M	53.55K	+5.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.63%	3.15M	39.69M	26.12K	+0.83%
Sep 30, 2025	ROYAL BANK OF CANADA	0.48%	930.13K	11.68M	-3.01K	-0.32%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.29%	562.74K	7.07M	49.23K	+9.59%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	81.65K	1.03M	10.93K	+15.45%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	77.29K	970.79K	213	+0.28%
Sep 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.11%	222.36K	2.79M	22.48K	+11.24%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.11%	204.96K	2.57M	2.1K	+1.04%
Sep 30, 2025	PETRA FINANCIAL ADVISORS INC	0.06%	118.48K	1.49M	-1.22K	-1.02%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	367.86K	4.62M	1.51K	+0.41%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0.13%	246.6K	3.1M	37.7K	+18.05%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	104.88K	1.32M	25.98K	+32.93%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.05%	89.2K	1.12M	-900	-1.00%
Sep 30, 2025	FF ADVISORS,LLC	0.04%	84.41K	1.06M	-625	-0.74%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	246.1K	3.09M	-17.17K	-6.52%
Sep 30, 2025	FIERA CAPITAL CORP	0.21%	407.34K	5.12M	-4.41K	-1.07%
Sep 30, 2025	STONEX GROUP INC.	0.2%	387.09K	4.88M	19.29K	+5.24%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	370.1K	4.65M	-16.78K	-4.34%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	254.7K	3.1M	24.17K	+10.49%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	178.23K	2.24M	8.94K	+5.28%
Sep 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.08%	160.94K	2.02M	-1.27K	-0.78%
Sep 30, 2025	CARSON ADVISORY INC.	0.07%	134.52K	1.69M	-2.52K	-1.84%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.04%	72.27K	908K	-1.8K	-2.43%
Sep 30, 2025	INTELLUS ADVISORS LLC	0.04%	69.9K	877.98K	-15.48K	-18.13%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.04%	69.12K	868.15K	13.19K	+23.58%
Sep 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.03%	67.32K	845.55K	1K	+1.51%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	66.69K	838K	2.11K	+3.26%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	63.97K	803.51K	63.97K	+100.00%
Sep 30, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.03%	60.76K	763.08K	0	0
Sep 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.03%	59.83K	751.49K	1.95K	+3.37%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	58.89K	739.64K	-3.95K	-6.28%
Sep 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.03%	58.47K	734.35K	46	+0.08%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	57.73K	712.9K	-1.23K	-2.08%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.03%	52.73K	662.34K	281	+0.54%
Sep 30, 2025	SUNPOINTE, LLC	0.03%	51.98K	657.06K	-1.24K	-2.33%
Sep 30, 2025	GSG ADVISORS LLC	0.02%	48.03K	608.96K	48.03K	+100.00%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.02%	46.14K	579.54K	3.48K	+8.16%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	1.49%	2.88M	3.44M	2.61M	+960.04%
Sep 30, 2025	UBS GROUP AG	1.24%	2.4M	30.15M	-296.79K	-11.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.89%	1.73M	21.73M	61.25K	+3.67%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.82%	1.59M	19.91M	128.32K	+8.81%
Sep 30, 2025	MELONE PRIVATE WEALTH, LLC	0.42%	809.57K	10.17M	30.99K	+3.98%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.32%	621.35K	7.8M	45.17K	+7.84%
Sep 30, 2025	LPL FINANCIAL LLC	0.31%	592.88K	7.45M	53.62K	+9.94%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.3%	576.54K	7.24M	53.55K	+10.24%
Sep 30, 2025	CONGRESS PARK CAPITAL LLC	0.27%	525K	6.59M	-65K	-11.02%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	462.38K	5.81M	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	454.55K	5.71M	-7.9K	-1.71%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.21%	416.38K	5.23M	35.33K	+9.27%
Sep 30, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.17%	327.05K	4.11M	5K	+1.55%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	325.3K	4.09M	46.63K	+16.73%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	310.98K	3.91M	191.37K	+159.98%
Sep 30, 2025	COHEN & STEERS, INC.	0.16%	305.3K	3.84M	-71K	-18.87%
Sep 30, 2025	NORTH GROUND CAPITAL	0.13%	256.5K	3.22M	104.17K	+68.39%
Sep 30, 2025	KIM, LLC	0.13%	250K	3.14M	0	0
Sep 30, 2025	MORGAN STANLEY	2.17%	4.2M	52.77M	-261.98K	-5.87%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.62%	3.13M	39.3M	169.65K	+5.73%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.81%	1.58M	19.8M	48.5K	+3.17%
Sep 30, 2025	MACKAY SHIELDS LLC	0.73%	1.41M	17.66M	-1.57M	-52.69%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.54%	1.04M	13.07M	83.18K	+8.69%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.52%	999.23K	12.55M	52.21K	+5.51%
Sep 30, 2025	INVESCO LTD.	0.1%	200.94K	2.52M	16.8K	+9.13%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	183.96K	2.31M	11.51K	+6.67%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	168.46K	2.12M	101	+0.06%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	155.98K	1.96M	-4.88K	-3.03%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	151.41K	1.9M	5.68K	+3.90%
Sep 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.08%	149.86K	1.88M	3.92K	+2.68%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.07%	135K	1.7M	135K	+100.00%
Sep 30, 2025	LIDO ADVISORS, LLC	0.07%	132K	1.67M	0	0
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.02%	41.71K	497.18K	0	0
Jun 30, 2025	ARKOS GLOBAL ADVISORS	0.02%	42.17K	503K	-16.44K	-28.05%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.02%	42.31K	504.38K	34.08K	+413.83%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.3%	576.18K	6.87M	-80.53K	-12.26%
Jun 30, 2025	LPL FINANCIAL LLC	0.28%	539.26K	6.43M	-135.53K	-20.08%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	462.38K	5.51M	0	0
Jun 30, 2025	NORTH GROUND CAPITAL	0.08%	152.33K	1.82M	-16.93K	-10.00%
Jun 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.08%	162.21K	1.93M	79.82K	+96.88%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	168.36K	2.01M	42.25K	+33.50%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	386.88K	4.61M	-7.18K	-1.82%
Jun 30, 2025	FIERA CAPITAL CORP	0.21%	411.75K	4.91M	-6.24K	-1.49%
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.4%	778.58K	9.24M	12.14K	+1.58%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.04%	77.08K	918.78K	-4.56K	-5.58%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.03%	55.09K	656.64K	55.09K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.53%	2.96M	35.27M	50.36K	+1.73%
Jun 30, 2025	UBS GROUP AG	1.39%	2.7M	32.15M	-53.93K	-1.96%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.86%	1.67M	19.89M	-44.35K	-2.59%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.75%	1.46M	17.37M	166.64K	+12.91%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.03%	52.45K	625.24K	0	0
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.03%	58.42K	696.38K	44	+0.08%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	58.95K	707.43K	170	+0.29%
Jun 30, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.03%	60.76K	724.2K	-5K	-7.60%
Jun 30, 2025	RENASANT BANK	0.04%	70.28K	837.79K	-18.74K	-21.05%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	70.72K	843.01K	2.96K	+4.37%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	78.89K	940.4K	-7.46K	-8.64%
Jun 30, 2025	FF ADVISORS,LLC	0.04%	85.04K	1.01M	0	0
Jun 30, 2025		0.08%	152.33K	1.82M	-16.93K	-10.00%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.1%	202.54K	2.41M	-77.94K	-27.79%
Jun 30, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.17%	322.05K	3.84M	19.75K	+6.53%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.2%	381.05K	4.54M	16.51K	+4.53%
Jun 30, 2025	MORGAN STANLEY	2.3%	4.46M	53.2B	297.03K	+7.13%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	119.62K	1.43M	-2.73K	-2.23%
Jun 30, 2025	LIDO ADVISORS, LLC	0.07%	132K	1.58M	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	278.68K	3.32M	51.15K	+22.48%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.49%	957.53K	11.41M	89.59K	+10.32%
Jun 30, 2025	CARSON ADVISORY INC.	0.07%	137.04K	1.63M	-5.69K	-3.99%
Jun 30, 2025	MACKAY SHIELDS LLC	1.53%	2.97M	35.43M	-6.86K	-0.23%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.14%	271.68K	3.24M	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	58.3K	694.96K	-9.1K	-13.50%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.03%	55.93K	666.69K	1.08K	+1.96%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	145.73K	1.74M	49.16K	+50.91%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	230.53K	2.75M	21.79K	+10.44%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.09%	179.05K	2.13M	-82.62K	-31.57%
Jun 30, 2025	INVESCO LTD.	0.1%	184.13K	2.19M	11.22K	+6.49%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.1%	202.86K	2.42M	124.7K	+159.55%
Jun 30, 2025	KIM, LLC	0.13%	250K	2.98K	0	0
Jun 30, 2025	PETRA FINANCIAL ADVISORS INC	0.06%	119.7K	1.43M	1.5K	+1.27%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	169.29K	2.02M	-15.46K	-8.37%
Jun 30, 2025	AHL INVESTMENT MANAGEMENT, INC.	0.11%	207.07K	2.47M	-250	-0.12%
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0.11%	208.9K	2.49M	68.15K	+48.42%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.16%	307.59K	3.67M	-15K	-4.65%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	366.35K	4.37M	-23.95K	-6.14%
Jun 30, 2025	COHEN & STEERS, INC.	0.19%	376.3K	4.49M	-31.5K	-7.72%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.24%	462.45K	5.51M	16.66K	+3.74%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.27%	522.98K	6.23M	-2.32K	-0.44%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.42%	810.45K	9.66M	-1.51M	-65.00%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.79%	1.53M	18.21M	-71.46K	-4.47%
Jun 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.08%	145.94K	1.74M	-2.27K	-1.53%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	160.86K	1.92M	6.36K	+4.12%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.09%	172.45K	2.06M	5.47K	+3.27%
Jun 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.1%	199.88K	2.38M	9.58K	+5.03%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	263.27K	3.14M	-6.41K	-2.38%
Jun 30, 2025	STONEX GROUP INC.	0.19%	367.8K	4.39M	46.9K	+14.61%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	513.51K	6.12M	38.3K	+8.06%
Jun 30, 2025	CONGRESS PARK CAPITAL LLC	0.3%	590K	7.03M	-47.5K	-7.45%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	62.84K	748.99K	-8.42K	-11.82%
Jun 30, 2025	PARK PLACE CAPITAL CORP	0.03%	64.48K	772.52K	-20.24K	-23.88%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.03%	65.86K	785K	-1.52K	-2.26%
Jun 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.03%	66.32K	790.55K	1K	+1.53%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.04%	74.08K	883K	42.7K	+136.09%
Jun 30, 2025	GOULD CAPITAL, LLC	0.04%	75.62K	901.33K	-706	-0.93%
Jun 30, 2025	ROYAL BANK OF CANADA	0.48%	933.14K	11.12M	166.02K	+21.64%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.49%	947.02K	11.29M	-9.98K	-1.04%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.02%	32.85K	391.54K	-1.58K	-4.58%
Jun 30, 2025	PLAN GROUP FINANCIAL, LLC	0.02%	33.38K	397.89K	33.38K	+100.00%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.02%	33.42K	398.4K	-174	-0.52%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	37.25K	444.04K	35.22K	+1,729.62%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.02%	37.33K	444.93K	0	0
Jun 30, 2025	CHOREO, LLC	0.02%	37.86K	454.28K	-392	-1.02%
Jun 30, 2025	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0.02%	40.74K	485.65K	-27.2K	-40.04%
Jun 30, 2025	RINKEY INVESTMENTS	0.02%	40.93K	487.83K	0	0
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.67%	1.29M	15.78M	-9.14K	-0.70%
Mar 31, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.16%	302.3K	3.7M	17.08K	+5.99%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.34%	656.72K	8.03M	76.12K	+13.11%
Mar 31, 2025	LPL FINANCIAL LLC	0.35%	674.78K	8.25M	92.82K	+15.95%
Mar 31, 2025	MELONE PRIVATE WEALTH, LLC	0.4%	766.44K	9.37M	37.76K	+5.18%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	867.94K	10.61M	134.25K	+18.30%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	269.68K	3.3M	681	+0.25%
Mar 31, 2025	ROYAL BANK OF CANADA	0.4%	767.12K	9.38M	29.6K	+4.01%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	462.38K	5.65M	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.25%	475.21K	5.81M	14.52K	+3.15%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.83%	1.6M	19.56M	105K	+7.03%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.88%	1.71M	20.95M	5.5K	+0.32%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	126.11K	1.54M	67	+0.05%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.27%	525.31K	6.42M	85	+0.02%
Mar 31, 2025	CONGRESS PARK CAPITAL LLC	0.33%	637.5K	7.8M	9.7K	+1.55%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.49%	957.01K	11.7M	-202.87K	-17.49%
Mar 31, 2025	LAKE STREET FINANCIAL LLC	0.07%	140.75K	1.72M	23K	+19.53%
Mar 31, 2025	CARSON ADVISORY INC.	0.07%	142.73K	1.75M	-262	-0.18%
Mar 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.08%	148.21K	1.81M	982	+0.67%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	154.5K	1.89M	92	+0.06%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	166.98K	2.04M	21.28K	+14.61%
Mar 31, 2025	FIERA CAPITAL CORP	0.22%	417.99K	5.11M	-24.94K	-5.63%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.23%	445.79K	5.45M	-151.69K	-25.39%
Mar 31, 2025		0.08%	145.59K	1.78M	0	0
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.17%	322.59K	3.95M	-168.17K	-34.27%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.19%	364.54K	4.46M	41.22K	+12.75%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	390.3K	4.77M	104.16K	+36.40%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	394.06K	4.82M	-1.67K	-0.42%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.2%	2.32M	28.32M	-856.24K	-27.00%
Mar 31, 2025	UBS GROUP AG	1.42%	2.75M	33.65M	-30.56K	-1.10%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.5%	2.91M	35.57M	92.69K	+3.29%
Mar 31, 2025	MACKAY SHIELDS LLC	1.54%	2.98M	36.44M	-68.37K	-2.24%
Mar 31, 2025	MORGAN STANLEY	2.15%	4.17M	50.95M	-396.6K	-8.69%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.09%	172.05K	2.1M	-7.2K	-4.02%
Mar 31, 2025	INVESCO LTD.	0.09%	172.91K	2.11M	2.55K	+1.50%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	208.73K	2.55M	39.08K	+23.03%
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.14%	271.68K	3.32M	0	0
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.14%	269.08K	3.29M	-60.47K	-18.35%
Mar 31, 2025	LIDO ADVISORS, LLC	0.07%	132K	1.62M	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	227.53K	2.78M	-53.62K	-19.07%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.14%	280.48K	3.43M	-416.86K	-59.78%
Mar 31, 2025	COHEN & STEERS, INC.	0.21%	407.8K	4.99M	35K	+9.39%
Mar 31, 2025	KIM, LLC	0.13%	250K	3.06M	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.1%	184.75K	2.26M	-790	-0.43%
Mar 31, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.1%	190.3K	2.33M	37.07K	+24.19%
Mar 31, 2025	AHL INVESTMENT MANAGEMENT, INC.	0.11%	207.32K	2.54M	-350	-0.17%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.14%	261.67K	3.2M	-10.2K	-3.75%
Mar 31, 2025	STONEX GROUP INC.	0.17%	320.9K	3.92M	2.74K	+0.86%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.1%	187.81K	2.3M	-1.6K	-0.85%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.17%	320.33K	3.92M	-106.72K	-24.99%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.17%	336.33K	4.12M	24.55K	+7.88%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.17%	338.83K	4.15M	31.5K	+10.25%
Mar 31, 2024	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.19%	365.77K	4.48M	108.63K	+42.24%
Mar 31, 2024	COHEN & STEERS, INC.	0.21%	402.8K	4.93M	25K	+6.62%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.22%	418.27K	5.12M	200K	+91.63%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	462.38K	5.66M	163.1K	+54.50%
Mar 31, 2024	LPL FINANCIAL LLC	0.26%	504.24K	6.17M	63.66K	+14.45%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.27%	516.6K	6.32M	42.17K	+8.89%
Mar 31, 2024	ROYAL BANK OF CANADA	0.28%	543.96K	6.66M	-94.67K	-14.82%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.28%	544.77K	6.67M	-1	0.00%
Mar 31, 2024	AQR ARBITRAGE LLC	0.31%	609.43K	7.46M	-101.8K	-14.31%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.32%	623.35K	7.63M	-34.64K	-5.27%
Mar 31, 2024	FIERA CAPITAL CORP	0.34%	655.83K	8.03M	-181.58K	-21.68%
Mar 31, 2024	MELONE PRIVATE WEALTH, LLC	0.35%	687.76K	8.42M	18.64K	+2.79%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.36%	706.32K	8.65M	109.45K	+18.34%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.41%	801.25K	9.8M	82.55K	+11.49%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.62%	1.2M	14.63M	-312.8K	-20.74%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.65%	1.27M	15.49M	95.47K	+8.16%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.67%	1.3M	15.32M	75K	+6.11%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	1.31%	2.54M	31.13M	-137.64K	-5.13%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.39%	2.7M	33.06M	-1.2M	-30.69%
Mar 31, 2024	MORGAN STANLEY	1.82%	3.53M	43.26M	235.88K	+7.15%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.8%	1.54M	18.88M	94.83K	+6.55%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.16%	311.76K	3.82M	8.36K	+2.75%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.1%	201.15K	2.46M	-4K	-1.95%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.11%	205.8K	2.52M	0	0
Mar 31, 2024	PENDERFUND CAPITAL MANAGEMENT LTD.	0.39%	751K	12.45M	-6K	-0.79%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.72%	1.39M	16.98M	-738.88K	-34.75%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.22%	2.37M	29M	70.39K	+3.06%
Mar 31, 2024	FREESTONE CAPITAL HOLDINGS, LLC	0.13%	250K	3.06M	50K	+25.00%
Mar 31, 2024	AHL INVESTMENT MANAGEMENT, INC.	0.12%	224.32K	2.75M	-86.6K	-27.85%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.12%	222.77K	2.73M	176.82K	+384.81%
Mar 31, 2024	KIM, LLC	0.1%	200K	2.45M	110K	+122.22%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.87%	1.69M	20.65M	-19.72K	-1.16%
Mar 31, 2024	UBS GROUP AG	1.29%	2.49M	30.49M	128.58K	+5.44%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	1.35%	2.61M	32.01M	-47.05K	-1.77%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	3.69%	7.15M	87.56M	-73.3K	-1.01%
Mar 31, 2024	PARK PLACE CAPITAL CORP	0.05%	92.48K	1.13M	-1K	-1.07%
Mar 31, 2024	LAKE STREET FINANCIAL LLC	0.05%	93.4K	1.14M	4.9K	+5.54%
Mar 31, 2024	RENASANT BANK	0.05%	96.78K	1.18M	-1K	-1.02%
Mar 31, 2024	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0.05%	96.91K	1.19M	-8.95K	-8.46%
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.05%	98.1K	1.2M	24.88K	+33.98%
Mar 31, 2024	CETERA ADVISORS LLC	0.05%	104.71K	1.28M	10.59K	+11.25%
Mar 31, 2024	MATISSE CAPITAL	0.06%	120.45K	1.47M	0	0
Mar 31, 2024	PETRA FINANCIAL ADVISORS INC	0.06%	125.8K	1.54M	-2.45K	-1.91%
Mar 31, 2024	INVESCO LTD.	0.07%	134.77K	1.65M	33.85K	+33.53%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.07%	145.1K	1.78M	2.7K	+1.89%
Mar 31, 2024	WAKEFIELD ASSET MANAGEMENT LLLP	0.08%	146.98K	1.8M	4.61K	+3.24%
Mar 31, 2024	CARSON ADVISORY INC.	0.08%	151.08K	1.85M	4.45K	+3.03%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	166.16K	2.03M	5.89K	+3.67%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	184.21K	2.26M	-3.23K	-1.72%
Mar 31, 2024	MACKAY SHIELDS LLC	0.64%	1.24M	15.23M	1.15M	+1,220.05%
Mar 31, 2024	GREATMARK INVESTMENT PARTNERS, INC.	0.13%	252.82K	3.09M	41.41K	+19.59%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.14%	263.53K	3.23M	-4.35K	-1.62%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	281.97K	3.45M	281.97K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	283.34K	3.47M	113.84K	+67.17%
Mar 31, 2024	NINE MASTS CAPITAL LTD	0.15%	289.86K	3.55M	289.86K	+100.00%
Mar 31, 2024	CONGRESS PARK CAPITAL LLC	0.16%	305K	3.73M	40K	+15.09%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	305.18K	3.74M	30.62K	+11.15%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.16%	308.48K	3.78M	-31.42K	-9.24%
Dec 31, 2023		0.24%	339.9K	4.02M	339.9K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.22%	311.77K	3.69M	-17.75K	-5.39%
Dec 31, 2023	AHL INVESTMENT MANAGEMENT, INC.	0.22%	310.92K	3.68M	-10.8K	-3.36%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.22%	307.33K	3.63M	58.27K	+23.40%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	303.41K	3.59M	56.68K	+22.97%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.21%	299.28K	3.54M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.19%	274.56K	3.25M	-168.28K	-38.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.19%	267.88K	3.17M	30.13K	+12.67%
Dec 31, 2023	CONGRESS PARK CAPITAL LLC	0.19%	265K	3.13M	80K	+43.24%
Dec 31, 2023	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.18%	257.15K	3.04M	118.19K	+85.06%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.15%	218.27K	2.58M	155.26K	+246.39%
Dec 31, 2023	MELONE PRIVATE WEALTH, LLC	0.47%	669.12K	7.91M	39.76K	+6.32%
Dec 31, 2023	GREATMARK INVESTMENT PARTNERS, INC.	0.15%	211.41K	2.5M	-27.84K	-11.64%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.14%	205.8K	2.43M	7.53K	+3.80%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.14%	205.14K	2.42M	-21.93K	-9.66%
Dec 31, 2023	FREESTONE CAPITAL HOLDINGS, LLC	0.14%	200K	2.36M	200K	+100.00%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.13%	189.42K	2.24M	31.06K	+19.61%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	187.43K	2.22M	-4.46K	-2.32%
Dec 31, 2023	CENTIVA CAPITAL, LP	0.13%	184.74K	2.18M	184.74K	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	169.5K	2M	15.3K	+9.93%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.11%	160.28K	1.89M	-1.3K	-0.81%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.11%	156.24K	1.85M	14.42K	+10.17%
Dec 31, 2023	LIDO ADVISORS, LLC	0.1%	148.67K	1.76M	148.67K	+100.00%
Dec 31, 2023	VIVALDI CAPITAL MANAGEMENT LP	0.1%	148.42K	1.75M	-77.1K	-34.19%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.42%	596.87K	7.06M	241.79K	+68.10%
Dec 31, 2023	CARSON ADVISORY INC.	0.1%	146.63K	1.73M	8.67K	+6.29%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	5.07%	7.23M	85.42M	-704.24K	-8.88%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.46%	657.99K	7.78M	45.55K	+7.44%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.73%	3.9M	46.06M	-1.58M	-28.80%
Dec 31, 2023	MORGAN STANLEY	2.31%	3.3M	38.98M	-1.19M	-26.56%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	1.88%	2.68M	31.69M	575.83K	+27.35%
Dec 31, 2023	UBS GROUP AG	1.66%	2.36M	27.93M	-125.54K	-5.05%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.61%	2.3M	27.18M	1.02M	+79.19%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	1.49%	2.13M	25.13M	402.59K	+23.36%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.2%	1.71M	20.17M	-15.58K	-0.90%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.06%	1.51M	17.83M	-437.08K	-22.47%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.02%	1.45M	17.11M	149.82K	+11.54%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.86%	1.23M	14.53M	108.22K	+9.66%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.82%	1.17M	13.83M	59.14K	+5.33%
Dec 31, 2023	FIERA CAPITAL CORP	0.59%	837.4K	9.9M	59.48K	+7.65%
Dec 31, 2023	ROYAL BANK OF CANADA	0.45%	638.62K	7.55M	211.23K	+49.42%
Dec 31, 2023	PENDERFUND CAPITAL MANAGEMENT LTD.	0.53%	757K	11.86M	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.5%	718.7K	8.5M	-143.85K	-16.68%
Dec 31, 2023	AQR ARBITRAGE LLC	0.5%	711.23K	8.41M	28.96K	+4.25%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.38%	544.77K	6.44M	0	0
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.33%	474.43K	5.61M	-20.09K	-4.06%
Dec 31, 2023	LPL FINANCIAL LLC	0.31%	440.58K	5.21M	29.83K	+7.26%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.3%	427.06K	5.05M	296.11K	+226.12%
Dec 31, 2023	COHEN & STEERS, INC.	0.27%	377.8K	4.47M	20K	+5.59%

Insiders

Among the NZF insiders holding of 0.14% of the stake in company, ROBERT YOUNG L, Trustee, holds the largest shares of 16.13K. LAMB DAVID J, Vice President, is the second largest NZF insider with ownership of 11K shares. TOTH TERENCE J, Trustee, stands third with possession of 6.68K shares of that stake.

Insiders	Designation	Shares Held
ROBERT YOUNG L	Trustee	16.13K
LAMB DAVID J	Vice President	11K
TOTH TERENCE J	Trustee	6.68K
FITZGERALD WILLIAM M	V.P. & Portfolio Manager	2.1K
ROMANS SCOTT R	Portfolio Manager	1.46K
J.P. MORGAN SECURITIES LLC	10 percent owner	80
TORONTO DOMINION INVESTMENTS, INC.	10 percent owner	0
BANK OF AMERICA CORP /DE/	10 percent owner	0
CITIGROUP INC	10 percent owner	0
FOY STEPHEN D	V.P. & Controller	0
JPMORGAN CHASE BANK, N.A.	10 percent owner	0
ZIMMERMAN GIFFORD R	CCO and Vice President	0
SCHWERTFEGER TIMOTHY R		0
BRENNAN PAUL L	V.P. & Assistant Secretary	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 25, 2026	BANK OF AMERICA CORP /DE/	SALE	12.96	8	103.72	0
Jan 26, 2026	BANK OF AMERICA CORP /DE/	SALE	12.25	343	4.2K	0
Jan 02, 2026	BANK OF AMERICA CORP /DE/	SALE	12.52	6.08K	76.03K	0
Dec 11, 2025	TOTH TERENCE J	PURCHASE	12.72	6.68K	84.96K	6.68K
Oct 03, 2025	BANK OF AMERICA CORP /DE/	SALE	12.57	750	9.43K	0
Sep 26, 2025	BANK OF AMERICA CORP /DE/	SALE	12.39	197	2.44K	0
Aug 19, 2025	BANK OF AMERICA CORP /DE/	SALE	11.86	2.1K	24.91K	0
Mar 14, 2025	BANK OF AMERICA CORP /DE/	SALE	12.30	8K	98.44K	0
Mar 11, 2025	BANK OF AMERICA CORP /DE/	SALE	12.48	1	12.49	0
Feb 18, 2025	BANK OF AMERICA CORP /DE/	SALE	12.51	2	25.01	0
Dec 03, 2024	BANK OF AMERICA CORP /DE/	SALE	13.03	75	977.4	0
Jul 02, 2024	ROBERT YOUNG L	PURCHASE	12.40	16.13K	200.02K	16.13K
Nov 17, 2023	TOTH TERENCE J	SALE	11.20	3.45K	38.62K	0
Nov 17, 2023	ROBERT YOUNG L	SALE	11.18	15K	167.69K	0
Sep 01, 2023	JPMORGAN CHASE BANK, N.A.	SALE	100000.00	3.36K	336M	0
Jul 06, 2023	LAMB DAVID J	PURCHASE	11.48	5K	57.4K	11K
Feb 24, 2023	LAMB DAVID J	PURCHASE	11.66	6K	69.96K	6K
Nov 28, 2022	TOTH TERENCE J	PURCHASE	12.04	2.15K	25.9K	3.45K
Oct 10, 2022	BANK OF AMERICA CORP /DE/	PURCHASE	0.00	728	-	0
Oct 07, 2022	BANK OF AMERICA CORP /DE/	SALE	0.00	728	-	0
Jun 11, 2021	ZIMMERMAN GIFFORD R	SALE	17.13	694	11.89K	0
Jun 24, 2020	CITIGROUP INC	SALE	100000.00	3.36K	336M	0
Dec 10, 2019	ZIMMERMAN GIFFORD R	SALE	16.29	1.29K	21K	694
Dec 17, 2018	BRENNAN PAUL L	SALE	12.44	4.9K	60.96K	0
Nov 29, 2018	BANK OF AMERICA CORP /DE/	PURCHASE	13.67	100	1.37K	101
Nov 06, 2018	JPMORGAN CHASE BANK, N.A.	SALE	100000.00	2.62K	262.2M	0
Feb 16, 2018	TORONTO DOMINION INVESTMENTS, INC.	PURCHASE	100.00	1.55K	155K	0
Feb 01, 2018	ROMANS SCOTT R	SALE	14.33	2.51K	35.95K	1.46K
Sep 06, 2017	TOTH TERENCE J	PURCHASE	15.38	1.3K	19.99K	1.3K
Jul 28, 2017	J.P. MORGAN SECURITIES LLC	SALE	100000.00	200	20M	80
Jul 06, 2017	J.P. MORGAN SECURITIES LLC	SALE	100000.00	280	28M	368
Apr 04, 2017	ROMANS SCOTT R	PURCHASE	14.43	2.43K	34.99K	3.97K
Oct 06, 2016	J.P. MORGAN SECURITIES LLC	SALE	100000.00	648	64.8M	0
Sep 29, 2016	J.P. MORGAN SECURITIES LLC	PURCHASE	100000.00	75	7.5M	1.5K
Oct 15, 2014	BRENNAN PAUL L	PURCHASE	13.74	1K	13.74K	4.9K
Dec 18, 2013	BRENNAN PAUL L	PURCHASE	12.20	1.6K	19.52K	5.3K
Aug 26, 2013	FOY STEPHEN D	SALE	12.26	1.62K	19.9K	0
Jan 20, 2011	CITIGROUP INC	SALE	25000.50	10	250.01K	890
Jan 19, 2011	CITIGROUP INC	SALE	25001.25	9	225.01K	900
Jan 18, 2011	CITIGROUP INC	SALE	25001.25	7	175.01K	909
Jan 12, 2011	CITIGROUP INC	SALE	25001.25	106	2.65M	1.1K
Jan 11, 2011	CITIGROUP INC	SALE	25001.30	90	2.25M	1.1K
Nov 16, 2010	BRENNAN PAUL L	PURCHASE	13.30	500	6.65K	3.7K
Jan 13, 2010	CITIGROUP INC	SALE	25000.75	79	1.98M	1.02K
Oct 15, 2009	BRENNAN PAUL L	PURCHASE	13.00	500	6.5K	3.2K
Oct 12, 2009	BRENNAN PAUL L	PURCHASE	13.39	200	2.68K	2.7K
Dec 27, 2007	FOY STEPHEN D	PURCHASE	13.20	1.15K	15.18K	1.15K
Dec 19, 2007	SCHWERTFEGER TIMOTHY R	SALE	13.13	30K	393.9K	0
Dec 07, 2007	BRENNAN PAUL L	PURCHASE	13.57	500	6.79K	2K
Nov 26, 2007	BRENNAN PAUL L	PURCHASE	13.22	1.5K	19.83K	1.5K
Jan 03, 2006	SCHWERTFEGER TIMOTHY R	PURCHASE	14.87	6K	89.22K	30K
Dec 30, 2005	SCHWERTFEGER TIMOTHY R	PURCHASE	14.87	9K	133.83K	24K
Dec 29, 2005	SCHWERTFEGER TIMOTHY R	PURCHASE	14.81	15K	222.17K	15K
Oct 10, 2005	FITZGERALD WILLIAM M	PURCHASE	14.46	2K	28.92K	2.1K
Jun 20, 2005	FITZGERALD WILLIAM M	PURCHASE	14.75	100	1.48K	100

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