How many institutions own SPXX 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 SPXX shares is 244, representing 34.41% of the company's common stock.

Who are the major shareholders selling Nuveen S&P 500 Dynamic Overwrite Fund stock?

ADVISORY ADVOCATES, LLC, in the last quarter, reduced its stake in SPXX by -1.39% restricting it's holding to 134.6 thousand shares of worth nearly $2.51M. QUARRY LP also lessened -12.11% of the SPXX shares from its portfolio, reducing its holding to 177.17 thousand shares of worth $3.30M. ABSOLUTE INVESTMENT ADVISERS, LLC also shunned SPXX shares holding by -1.96% last quarter which brought its holding to 421.99 thousand shares worth $7.87M.

Investors who are buying SPXX stock?

As per its latest 13F filing, PMG FAMILY OFFICE LLC increased its stake in SPXX by 0.38% in the last quarter. The institutional holder raised its holding to 111.85 thousand shares having worth more than $2.13M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also added 0.86% more shares of SPXX to its portfolio, raising its holding to 599.02 thousand shares of worth $11.17M. STIFEL FINANCIAL CORP also increased its SPXX shares holding by 34.67% which brought its holding to 436.74 thousand shares worth $8.14M.

SPXX's major insiders: who are they?

The insider with the most stakes in SPXX is SCHNEIDER WILLIAM J , at the company. Additionally, SPXX stock is highly held by Toft Kenneth H and Nuveen Fund Advisors, LLC among others.

Did an insider recently sell SPXX stock?

Company executives, directors, and other insiders own N/A percent of Nuveen S&P 500 Dynamic Overwrite Fund's stock. Within the last six months, there have been 0 transaction(s) in which SPXX 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 SPXX stock?

There have been 0 transaction(s) during the past 6-months in which Nuveen S&P 500 Dynamic Overwrite Fund insiders have bought stock, totalling 0 shares

How much of SPXX does insiders own?

Around 0 Nuveen S&P 500 Dynamic Overwrite Fund shares are held by insiders, which represents about N/A of SPXX stock.

Who is the insider with the largest stake?

SPXX , SCHNEIDER WILLIAM J holds the largest portfolio of the company's shares. SPXX shares owned by SCHNEIDER total nearly 5.6 thousand.

Which institution holds the most shares in SPXX?

ADVISORY ADVOCATES, LLC is the largest institutional owner in SPXX which holds 134.6 thousand shares worth $2.51M or 0.75% of the total SPXX shares outstanding followed by PMG FAMILY OFFICE LLC with ownership of 111.85 thousand shares representing 0.62% of the SPXX ownership. QUARRY LP is the third largest stakeholder with 177.17 thousand shares or 0.99% of the ownership worth more than $3.30M.

Is Nuveen S&P 500 Dynamic Overwrite 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 SPXX is concerned, it is a stock which is not optionable.

Is there a short position on SPXX's shares?

Number of SPXX 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 SPXX shares are there?

As of today, null shares of SPXX are outstanding.

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

SPXX 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 SPXX is null.

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) 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

34.41% Percentage of Shares held by All Institutions

34.41% Percentage of Float held by Institutions

244

Number of Institutions Holding Shares

Institutional Ownership

About 34.41% of SPXX shares are held by financial institutions. ADVISORY ADVOCATES, LLC is the top corporate investor, holding 134.6K shares valued at $2.51M. A 0.75% stake in Nuveen S&P 500 Dynamic Overwrite Fund is owned by the company. PMG FAMILY OFFICE LLC owns 111.85K shares valued at $2.13M, which translates its holding of 0.62% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ADVISORY ADVOCATES, LLC	0.75%	134.6K	2.51M	-1.89K	-1.39%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.62%	111.85K	2.13M	425	+0.38%
Jun 30, 2026	QUARRY LP	0.99%	177.17K	3.3M	-24.41K	-12.11%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.33%	599.02K	11.17M	5.08K	+0.86%
Jun 30, 2026	STIFEL FINANCIAL CORP	2.43%	436.74K	8.14M	112.44K	+34.67%
Jun 30, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	2.35%	421.99K	7.87M	-8.45K	-1.96%
Jun 30, 2026	TWELVE POINTS WEALTH MANAGEMENT LLC	1.92%	345.12K	6.43M	19.62K	+6.03%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	1.65%	296.33K	5.52M	10.8K	+3.78%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.58%	283.51K	5.29M	-3.8K	-1.32%
Jun 30, 2026	TPG ADVISORS LLC	0.54%	97.35K	1.81M	-1.57K	-1.59%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.53%	94.67K	1.76M	2.66K	+2.90%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.5%	89.62K	1.67M	-1.91K	-2.09%
Jun 30, 2026	FIFTH THIRD BANCORP	0.43%	77.91K	1.45M	76.91K	+7,691.10%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.43%	76.5K	1.43M	1.55K	+2.07%
Jun 30, 2026	ISLAY CAPITAL MANAGEMENT, LLC	0.42%	75.98K	1.42M	9.37K	+14.07%
Jun 30, 2026	BULLDOG INVESTORS, LLP	1.04%	187.57K	3.5M	62.16K	+49.56%
Jun 30, 2026	WOLVERINE ASSET MANAGEMENT LLC	1.13%	202.47K	3.77M	-347.12K	-63.16%
Jun 30, 2026	GATEPASS CAPITAL, LLC	2.06%	369.95K	6.9M	317.39K	+603.82%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.42%	75.74K	1.41M	-517.18K	-87.23%
Jun 30, 2026	MOORS & CABOT, INC.	0.42%	75.11K	1.4M	711	+0.96%
Jun 30, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.38%	68.25K	1.27M	0	0
Jun 30, 2026	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	0.6%	108.5K	2.02M	-694	-0.64%
Jun 30, 2026	LOGAN STONE CAPITAL, LLC	1.27%	228.79K	4.26M	177.48K	+345.92%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.37%	66.36K	1.24M	16.71K	+33.64%
Jun 30, 2026	PATTEN GROUP, INC.	0.37%	65.77K	1.23M	25.85K	+64.76%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.36%	65.42K	1.22M	2.37K	+3.76%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	6.86%	1.23M	23M	39.84K	+3.34%
Jun 30, 2026	TYCHE WEALTH PARTNERS LLC	0.36%	64.91K	1.21M	122	+0.19%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	5.21%	937.14K	17.47M	-112.33K	-10.70%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	3.34%	600.56K	11.19M	9.8K	+1.66%
Jun 30, 2026	DAVENPORT & CO LLC	0.34%	61.37K	1.14M	-4.94K	-7.45%
Jun 30, 2026	MORGAN STANLEY	69.38%	12.47M	232.49M	245.05K	+2.00%
Jun 30, 2026	LPL FINANCIAL LLC	11.11%	2M	37.23M	22.78K	+1.15%
Jun 30, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	10.86%	1.95M	36.38M	330K	+20.35%
Jun 30, 2026	ALTIUM CAPITAL MANAGEMENT LP	0.88%	157.4K	2.93M	0	0
Jun 30, 2026	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.84%	151.55K	2.82M	-6.17K	-3.91%
Jun 30, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.78%	139.47K	2.6M	139.47K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	13.57%	2.44M	45.49M	-186.72K	-7.11%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.55%	98.55K	1.84M	18.34K	+22.87%
Jun 30, 2026	ROYAL BANK OF CANADA	2.5%	450.01K	8.39M	-78.7K	-14.89%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.34%	420.87K	7.84M	-10.03K	-2.33%
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	1.43%	257.33K	4.97M	-149.99K	-36.82%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.41%	254.18K	4.74M	43.6K	+20.70%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.35%	242.54K	4.52M	-2.58K	-1.05%
Jun 30, 2026	COLONY GROUP, LLC	0.61%	109.64K	2.04M	729	+0.67%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.58%	104.22K	1.94M	-105.49K	-50.30%
Jun 30, 2026		0.6%	108.5K	2.02M	-694	-0.64%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.63%	113.09K	2.11M	-68.04K	-37.56%
Jun 30, 2026	FORTEM FINANCIAL GROUP, LLC	0.7%	126K	2.35M	-4.91K	-3.75%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.28%	229.45K	4.28M	-32.77K	-12.50%
Jun 30, 2026	MONECO ADVISORS, LLC	1.11%	198.75K	3.7M	-4.62K	-2.27%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.75%	134.3K	2.5M	-111.98K	-45.47%
Jun 30, 2026	SABA CAPITAL MANAGEMENT, L.P.	13.17%	2.37M	44.14M	830.6K	+54.03%
Jun 30, 2026	INVESCO LTD.	11.06%	1.99M	37.05M	40.74K	+2.09%
Jun 30, 2026	UBS GROUP AG	10.07%	1.81M	33.74M	-74.21K	-3.94%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	9.94%	1.79M	33.31M	-49.39K	-2.69%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	7.22%	1.3M	24.18M	-29.07K	-2.19%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.84%	150.69K	2.81M	65.11K	+76.08%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.14%	205.57K	3.83M	-3.11K	-1.49%
Jun 30, 2026	ALMITAS CAPITAL LLC	1.82%	326.91K	6.09M	238.36K	+269.17%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.57%	101.81K	1.9M	2.86K	+2.89%
Jun 30, 2026	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.61%	110.38K	2.09M	15.9K	+16.83%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.77%	139.12K	2.59M	3.46K	+2.55%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	0.87%	155.99K	2.91M	37.6K	+31.76%
Jun 30, 2026	SAGE CAPITAL MANAGEMENT, LLC	0.93%	166.58K	3.11M	-30.93K	-15.66%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.79%	141.51K	2.64M	0	0
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	9.02%	1.62M	26.06M	1.58M	+4,171.20%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	14.61%	2.63M	42.22M	1.93M	+274.87%
Mar 31, 2026	UBS GROUP AG	10.48%	1.88M	30.28M	1.49M	+383.98%
Mar 31, 2026	SABA CAPITAL MANAGEMENT, L.P.	8.55%	1.54M	24.71M	1.54M	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	7.38%	1.33M	21.32M	1.25M	+1,677.49%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.3%	593.94K	9.55M	480.96K	+425.71%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.37%	246.27K	3.96M	246.27K	+100.00%
Mar 31, 2026	QUARRY LP	1.12%	201.58K	3.24M	201.58K	+100.00%
Mar 31, 2026	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.88%	157.72K	2.53M	111.59K	+241.92%
Mar 31, 2026	FORTEM FINANCIAL GROUP, LLC	0.73%	130.91K	2.1M	59.73K	+83.91%
Mar 31, 2026	MONECO ADVISORS, LLC	1.13%	203.37K	3.27M	203.37K	+100.00%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.17%	210.58K	3.38M	195.89K	+1,333.49%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	1.38%	247.49K	3.98M	247.49K	+100.00%
Mar 31, 2026	CYPRESS CAPITAL MANAGEMENT LLC (WY)	0.53%	94.48K	1.52M	94.48K	+100.00%
Mar 31, 2026	TPG ADVISORS LLC	0.55%	98.92K	1.59M	98.92K	+100.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.55%	98.95K	1.59M	98.95K	+100.00%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.55%	99.34K	1.6M	99.34K	+100.00%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.66%	118.39K	1.9M	104.06K	+726.12%
Mar 31, 2026	ALTIUM CAPITAL MANAGEMENT LP	0.88%	157.4K	2.53M	157.4K	+100.00%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	1.01%	181.13K	2.91M	181.13K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	3.3%	592.92K	9.53M	592.92K	+100.00%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	6.64%	1.19M	19.19M	1.14M	+2,062.43%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	52.16K	838.26K	46.41K	+806.71%
Mar 31, 2026	BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC	0.32%	57.38K	922.07K	57.38K	+100.00%
Mar 31, 2026		0.61%	109.19K	1.9M	109.19K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.34%	60.93K	979.15K	42.47K	+230.08%
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.36%	64.78K	1.04M	19.78K	+43.95%
Mar 31, 2026	DAVENPORT & CO LLC	0.37%	66.31K	1.07M	12.92K	+24.21%
Mar 31, 2026	ISLAY CAPITAL MANAGEMENT, LLC	0.37%	66.61K	1.07M	66.61K	+100.00%
Mar 31, 2026	MOORS & CABOT, INC.	0.41%	74.4K	1.2M	64.26K	+634.33%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.45%	80.2K	1.29M	80K	+40,002.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.48%	85.58K	1.38M	85.58K	+100.00%
Mar 31, 2026	RICHMOND INVESTMENT SERVICES, LLC	0.5%	89.05K	1.43M	89.05K	+100.00%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.51%	91.54K	1.47M	91.54K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.75%	135.66K	2.18M	133.02K	+5,032.88%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.46%	262.23K	4.21M	234.8K	+856.09%
Mar 31, 2026	TWELVE POINTS WEALTH MANAGEMENT LLC	1.81%	325.5K	5.23M	325.5K	+100.00%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	2.27%	407.32K	6.55M	407.32K	+100.00%
Mar 31, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	2.39%	430.43K	6.92M	430.43K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	2.94%	528.71K	8.5M	454.48K	+612.31%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.29%	590.76K	9.49M	440.26K	+292.54%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	5.84%	1.05M	16.86M	864.34K	+466.89%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	10.21%	1.84M	29.51M	1.49M	+428.95%
Mar 31, 2026	IONIC CAPITAL MANAGEMENT LLC	0.73%	130.99K	2.1M	130.99K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.17%	209.71K	3.37M	205.82K	+5,290.93%
Mar 31, 2026	BULLDOG INVESTORS, LLP	0.7%	125.42K	2.02M	125.42K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.36%	245.12K	3.94M	220.63K	+900.88%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	3.06%	549.59K	8.83M	548.81K	+70,541.13%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.79%	141.51K	2.27M	113.79K	+410.56%
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.83%	149.09K	2.4M	149.09K	+100.00%
Mar 31, 2026	INVESCO LTD.	10.83%	1.95M	31.29M	1.6M	+459.23%
Mar 31, 2026	LPL FINANCIAL LLC	10.98%	1.97M	31.73M	1.62M	+453.54%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.51%	92.01K	1.48M	60.65K	+193.42%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.16%	208.68K	3.35M	208.68K	+100.00%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	1.59%	285.54K	4.59M	285.54K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.6%	287.31K	4.62M	276.58K	+2,576.92%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.8%	324.29K	5.21M	324.29K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.4%	430.89K	6.91M	390.54K	+967.84%
Mar 31, 2026	MORGAN STANLEY	68.02%	12.23M	196.5M	12M	+5,199.76%
Mar 31, 2026	COLONY GROUP, LLC	0.61%	108.91K	1.75M	108.91K	+100.00%
Mar 31, 2026	SAGE CAPITAL MANAGEMENT, LLC	1.1%	197.5K	3.17M	197.5K	+100.00%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	581	10.46K	581	+100.00%
Dec 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.26%	46.13K	832.15K	-605	-1.29%
Dec 31, 2025	DAVENPORT & CO LLC	0.3%	53.39K	963.08K	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.31%	55.22K	996.13K	-6.68K	-10.79%
Dec 31, 2025	ROYAL BANK OF CANADA	0.41%	74.22K	1.34M	7.75K	+11.65%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.42%	74.63K	1.35M	-2.16K	-2.81%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.63%	112.98K	2.04M	-12.81K	-10.18%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.84%	150.5K	2.72M	29.58K	+24.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.93%	347.15K	6.26M	1.34K	+0.39%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	18.04K	0	0
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.21%	37.97K	684.93K	37.97K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.9%	700.77K	12.64M	19.07K	+2.80%
Dec 31, 2025	UBS GROUP AG	2.17%	389.3K	7.02M	-15.97K	-3.94%
Dec 31, 2025	LPL FINANCIAL LLC	1.98%	356.67K	6.43M	44.96K	+14.43%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0%	0	-	-12.4K	-100.00%
Dec 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	0	-	-26.09K	-100.00%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.08%	14.69K	265.01K	14.69K	+100.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.01%	971	17.52K	971	+100.00%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	778	14.04K	778	+100.00%
Dec 31, 2025	COMERICA BANK	0.01%	1K	18.04K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	268	4.84K	268	+100.00%
Dec 31, 2025	ST GERMAIN D J CO INC	0%	375	6.77K	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	500	9.02K	500	+100.00%
Dec 31, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0%	542	9.79K	20	+3.83%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.25%	45K	811.87K	217	+0.48%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1.57K	28.29K	1.25K	+393.08%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.73K	31.12K	0	0
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2K	36.08K	0	0
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	2.5K	45.1K	2.5K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	2.64K	47.68K	0	0
Dec 31, 2025	MOORS & CABOT, INC.	0.06%	10.13K	182.77K	10.13K	+100.00%
Dec 31, 2025		0.06%	10.27K	185.27K	10.27K	+100.00%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	10.59K	190.95K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	10.73K	194K	-61	-0.57%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.06%	10.92K	197.07K	10.92K	+100.00%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.07%	12.77K	230.45K	182	+1.45%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	13.63K	245.8K	0	0
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.08%	14.33K	258.53K	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.22%	40.35K	727.95K	1.96K	+5.09%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.03%	185.13K	3.34M	71.43K	+62.82%
Dec 31, 2025	INVESCO LTD.	1.94%	348.16K	6.28M	38.91K	+12.58%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	5.75K	103.78K	-52	-0.90%
Dec 31, 2025	MORGAN STANLEY	1.28%	230.72K	4.16M	8.04K	+3.61%
Dec 31, 2025	FORTEM FINANCIAL GROUP, LLC	0.4%	71.18K	1.28M	8.49K	+13.55%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.06%	10.36K	187K	10.36K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	3.89K	70.18K	3.89K	+100.00%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	200	3.61K	200	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	172	3.1K	0	0
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-3.76K	-100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-10.01K	-100.00%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-85.12K	-100.00%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.19%	34.21K	617.21K	19.81K	+137.56%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.08%	13.5K	243.47K	-904	-6.28%
Dec 31, 2025	KENTUCKY TRUST CO	0%	240	4.33K	0	0
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.08%	15.22K	274.09K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.1%	18.46K	332.99K	162	+0.89%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.11%	19.29K	348K	3	+0.02%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	24.49K	441.81K	-95	-0.39%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	27.43K	494.79K	5.94K	+27.66%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	27.72K	500K	11.72K	+73.26%
Dec 31, 2025	IFP ADVISORS, INC	0.16%	28.94K	522.08K	-660	-2.23%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	31.36K	565.67K	-6.88K	-17.99%
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.07%	12.59K	220.24K	88	+0.70%
Sep 30, 2025	KENTUCKY TRUST CO	0%	240	4.2K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	96	1.68K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	40	700	40	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.11%	19.29K	337.33K	82	+0.43%
Sep 30, 2025		0.25%	44.64K	795.72K	44.64K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0%	0	-	-10.77K	-100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.63%	113.7K	1.99M	-60.59K	-34.76%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.67%	120.92K	2.11M	14.79K	+13.93%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.7%	125.79K	2.2M	1.03K	+0.82%
Sep 30, 2025	MORGAN STANLEY	1.24%	222.69K	3.89M	8.88K	+4.15%
Sep 30, 2025	INVESCO LTD.	1.72%	309.25K	5.41M	9.16K	+3.05%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	800	13.99K	800	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.73%	311.71K	5.45M	61.12K	+24.39%
Sep 30, 2025	COMERICA BANK	0.01%	1K	17.49K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	17.49K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.92%	345.81K	6.05M	1.56K	+0.45%
Sep 30, 2025	UBS GROUP AG	2.25%	405.27K	7.09M	9.71K	+2.45%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	13.63K	238.3K	0	0
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.08%	14.33K	250.65K	-20.2K	-58.50%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.08%	14.4K	251.86K	2K	+16.13%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.08%	14.4K	251.89K	34	+0.24%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.08%	15.22K	269.07K	-1.25K	-7.59%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.09%	16K	279.79K	16K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.12%	21.49K	375.78K	1.29K	+6.37%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	24.59K	430K	-510	-2.03%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.15%	26.09K	456.31K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.16%	29.6K	517.7K	-140	-0.47%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	38.24K	668.76K	-1.04K	-2.65%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.21%	38.4K	671.54K	-428	-1.10%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.25%	44.79K	783.32K	106	+0.24%
Sep 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.26%	46.73K	817.36K	-51	-0.11%
Sep 30, 2025	DAVENPORT & CO LLC	0.3%	53.39K	933.72K	-111	-0.21%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.34%	61.9K	1.08M	-95	-0.15%
Sep 30, 2025	FORTEM FINANCIAL GROUP, LLC	0.35%	62.69K	1.1M	4.27K	+7.31%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.79%	681.7K	11.92M	123.68K	+22.16%
Sep 30, 2025	ROYAL BANK OF CANADA	0.37%	66.48K	1.16M	-679	-1.01%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.43%	76.79K	1.34M	-3.34K	-4.17%
Sep 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0%	0	-	-159	-100.00%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.47%	85.12K	1.52M	14.04K	+19.76%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	172	3.01K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	318	5.56K	0	0
Sep 30, 2025	ST GERMAIN D J CO INC	0%	375	6.56K	0	0
Sep 30, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0%	522	9.15K	-250	-32.38%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.73K	30.17K	-3.5K	-66.99%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.1%	18.3K	320.02K	-749	-3.93%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	2.64K	46.23K	0	0
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2K	34.98K	0	0
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	2K	34K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	3.76K	65.68K	555	+17.34%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	5.81K	101.53K	-30	-0.51%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	10.01K	175.09K	10.01K	+100.00%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	10.59K	185.13K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	10.79K	189K	10.79K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	12.4K	216.88K	-2K	-13.89%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.35%	61.99K	1.1M	-384	-0.62%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.22%	38.82K	688.73K	-2.58K	-6.24%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.07%	12.4K	219.98K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	5.84K	103.51K	-26	-0.44%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	2K	35K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	318	5.64K	318	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.92%	344.25K	6.11M	-6.92K	-1.97%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.08%	14.37K	254.88K	14.37K	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	96	1.7K	96	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-1.78K	-100.00%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	-85.03K	-100.00%
Jun 30, 2025	WEST BRANCH CAPITAL LLC	0%	0	-	-250	-100.00%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	13.63K	241.71K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	3.2K	56.77K	3.2K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	2.64K	46.89K	0	0
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2K	35.48K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	17.74K	0	0
Jun 30, 2025	ST GERMAIN D J CO INC	0%	375	6.65K	0	0
Jun 30, 2025	SOUTH PLAINS FINANCIAL, INC.	0%	0	-	-2.5K	-100.00%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.4%	71.08K	1.27M	71.08K	+100.00%
Jun 30, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0%	772	13.7K	15	+1.98%
Jun 30, 2025	MORGAN STANLEY	1.19%	213.81K	3.79M	1.77K	+0.84%
Jun 30, 2025	ROYAL BANK OF CANADA	0.37%	67.16K	1.19M	-930	-1.37%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	39.28K	696.76K	885	+2.31%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	25.1K	445K	90	+0.36%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	20.2K	358.31K	-735	-3.51%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.11%	19.21K	340.7K	17.86K	+1,331.07%
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.09%	16.47K	297.92K	0	0
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	10.59K	187.78K	0	0
Jun 30, 2025		0%	159	2.82K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	172	3.05K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0%	0	-	-3.24K	-100.00%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-1.4K	-100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-233.07K	-100.00%
Jun 30, 2025	DAVENPORT & CO LLC	0.3%	53.5K	949.04K	-3.75K	-6.55%
Jun 30, 2025	FORTEM FINANCIAL GROUP, LLC	0.33%	58.42K	1.04M	3.89K	+7.13%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.19%	34.53K	612.56K	-43.91K	-55.98%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.15%	26.09K	462.84K	0	0
Jun 30, 2025	TRUIST FINANCIAL CORP	0.11%	19.05K	337.88K	1.06K	+5.90%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	14.4K	255.46K	0	0
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.07%	12.5K	221.81K	93	+0.75%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.06%	10.77K	191.09K	10.77K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	5.23K	92.69K	-250	-4.57%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.11%	558.03K	9.9M	-7.61K	-1.35%
Jun 30, 2025	UBS GROUP AG	2.2%	395.56K	7.02M	-14.09K	-3.44%
Jun 30, 2025	INVESCO LTD.	1.67%	300.09K	5.32M	25.26K	+9.19%
Jun 30, 2025	LPL FINANCIAL LLC	1.4%	250.59K	4.45M	92.74K	+58.75%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.97%	174.29K	3.09M	-50.29K	-22.39%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	124.76K	2.21M	-6.49K	-4.95%
Jun 30, 2025	COMERICA BANK	0.01%	1K	17.74K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.45%	80.14K	1.42M	14.73K	+22.52%
Jun 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.26%	46.78K	829.95K	-75	-0.16%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.25%	44.68K	792.65K	1.51K	+3.49%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	106.13K	1.88M	54.71K	+106.42%
Jun 30, 2025	IFP ADVISORS, INC	0.17%	29.74K	527.59K	8.81K	+42.09%
Jun 30, 2025	KENTUCKY TRUST CO	0%	240	4.26K	0	0
Jun 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0%	159	2.82K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.1%	17.99K	303.94K	81	+0.45%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	20.93K	353.76K	296	+1.43%
Mar 31, 2025	COMERICA BANK	0.01%	1K	16.9K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	16.9K	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.01%	1.34K	21.8K	0	0
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	1.4K	23.66K	-400	-22.22%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	1.78K	30.05K	0	0
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	2K	33K	2K	+100.00%
Mar 31, 2025		0%	240	4.06K	0	0
Mar 31, 2025	WEST BRANCH CAPITAL LLC	0%	250	4.23K	250	+100.00%
Mar 31, 2025	ST GERMAIN D J CO INC	0%	375	6.34K	0	0
Mar 31, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0%	757	12.8K	757	+100.00%
Mar 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2K	33.8K	0	0
Mar 31, 2025	SOUTH PLAINS FINANCIAL, INC.	0.01%	2.5K	42.23K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	2.64K	44.67K	0	0
Mar 31, 2025	PRIVATE TRUST CO NA	0.02%	3.24K	54.76K	3.24K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	5.48K	92.53K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	5.86K	99.05K	-123	-2.06%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	25.01K	423K	-2.73K	-9.85%
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.15%	26.09K	440.92K	0	0
Mar 31, 2025	MORGAN STANLEY	1.18%	212.04K	3.58M	-5.78K	-2.65%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.25%	224.57K	3.8M	-73.5K	-24.66%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	1.3%	233.07K	3.94M	-2.4K	-1.02%
Mar 31, 2025	INVESCO LTD.	1.53%	274.83K	4.64M	-25.74K	-8.56%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	51.42K	868.92K	9.82K	+23.60%
Mar 31, 2025	FORTEM FINANCIAL GROUP, LLC	0.3%	54.53K	921.61K	16.53K	+43.49%
Mar 31, 2025	DAVENPORT & CO LLC	0.32%	57.25K	967.47K	-63	-0.11%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.35%	62.38K	1.05M	-108	-0.17%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.44%	78.44K	1.33M	-130.25K	-62.41%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.47%	85.03K	1.44M	85.03K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.73%	131.26K	2.22M	-10K	-7.08%
Mar 31, 2025	LPL FINANCIAL LLC	0.88%	157.85K	2.67M	21.73K	+15.96%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.23%	41.41K	699.78K	1.39K	+3.47%
Mar 31, 2025	TYCHE WEALTH PARTNERS LLC	0.24%	43.17K	729.63K	0	0
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	172	2.91K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.96%	351.17K	5.93M	16.97K	+5.08%
Mar 31, 2025	UBS GROUP AG	2.28%	409.65K	6.92M	-37.16K	-8.32%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.15%	565.63K	9.56M	22.96K	+4.23%
Mar 31, 2025	IFP ADVISORS, INC	0.12%	20.93K	353.72K	19.93K	+1,993.00%
Mar 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.26%	46.86K	791.92K	-223	-0.47%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	10.59K	178.89K	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.07%	12.4K	209.56K	0	0
Mar 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.07%	12.41K	209.75K	0	0
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	13.63K	230.26K	13.63K	+100.00%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	14.4K	243.36K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.38%	68.09K	1.15M	1.91K	+2.89%
Mar 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.09%	16.47K	271.9K	0	0
Mar 31, 2025	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.1%	17.86K	301.82K	125	+0.70%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	38.39K	648.8K	-4.91K	-11.33%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.36%	65.41K	1.11M	-1.7K	-2.53%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.2%	35.79K	560.83K	-1.74K	-4.64%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	1.54%	275.95K	4.41M	89.29K	+47.84%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.44%	258.9K	4.06M	18.38K	+7.64%
Mar 31, 2024	ELEQUIN SECURITIES, LLC	0%	0	-	-15.55K	-100.00%
Mar 31, 2024	HOWARD WEALTH MANAGEMENT, LLC	0%	0	-	-274.35K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-40	-100.00%
Mar 31, 2024	D.A. DAVIDSON & CO.	0%	0	-	-29.46K	-100.00%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	0	-	-1.69K	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	6	94	-3.46K	-99.83%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	172	2.7K	0	0
Mar 31, 2024	NBC SECURITIES, INC.	0%	611	9K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.01%	1.34K	21.03K	0	0
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	1.59K	24.9K	1.59K	+100.00%
Mar 31, 2024	COMERICA BANK	0.01%	1.93K	30.24K	-70	-3.50%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0.01%	2K	31K	2K	+100.00%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2K	31.34K	0	0
Mar 31, 2024	CLOSE ASSET MANAGEMENT LTD	0.02%	3.03K	48K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	5.48K	85.79K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	5.97K	93.5K	872	+17.11%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.08%	13.6K	213.06K	0	0
Mar 31, 2024	LVZ, INC.	0.08%	14.75K	231.18K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	15.11K	236.75K	-204	-1.33%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.09%	16.07K	251.85K	-210	-1.29%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	16.21K	253.98K	16.21K	+100.00%
Mar 31, 2024	DIVERSIFY ADVISORY SERVICES, LLC	0.09%	16.47K	258.73K	16.47K	+100.00%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.1%	18.23K	285.6K	3	+0.02%
Mar 31, 2024	IONIC CAPITAL MANAGEMENT LLC	0.11%	19.14K	299.96K	-12.56K	-39.62%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.12%	21.12K	330.98K	21.12K	+100.00%
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.15%	26.09K	408.83K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.15%	26.12K	409.31K	-560	-2.10%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	26.91K	422K	26.91K	+100.00%
Mar 31, 2024	FORTEM FINANCIAL GROUP, LLC	0.17%	29.79K	466.83K	1.34K	+4.72%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.23%	41.86K	655.92K	-2.74K	-6.15%
Mar 31, 2024	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.26%	47.21K	739.84K	-208	-0.44%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.27%	47.74K	748.1K	10.21K	+27.20%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.27%	47.82K	749.37K	-259	-0.54%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.32%	57.52K	901.35K	-28.5K	-33.13%
Mar 31, 2024	DAVENPORT & CO LLC	0.34%	60.54K	948.71K	-1.01K	-1.64%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.37%	67.17K	1.05M	-40.18K	-37.43%
Mar 31, 2024	ROYAL BANK OF CANADA	0.39%	69.46K	1.09M	-4.04K	-5.50%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.42%	74.68K	1.17M	12.93K	+20.94%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.48%	87K	1.36M	87K	+100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.7%	125.84K	1.97M	73.51K	+140.49%
Mar 31, 2024	LPL FINANCIAL LLC	0.72%	130.18K	2.04M	-7K	-5.10%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	135K	2.12M	131	+0.10%
Mar 31, 2024	MORGAN STANLEY	1.13%	202.4K	3.17M	-17.07K	-7.78%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	1.21%	216.43K	3.39M	-1.9K	-0.87%
Mar 31, 2024	INVESCO LTD.	1.36%	243.78K	3.82M	-1.25K	-0.51%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.56%	279.54K	4.38M	10.13K	+3.76%
Mar 31, 2024	UBS GROUP AG	2.37%	426.4K	6.68M	6.82K	+1.63%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	3.08%	552.42K	8.66M	-51.65K	-8.55%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	1.36%	244.36K	3.83M	23.68K	+10.73%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.02%	3.25K	51K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.02%	3.84K	60.22K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	7.3K	114.45K	0	0
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	0.07%	12.09K	189.45K	83	+0.69%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.07%	12.4K	212.29K	12.4K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.07%	12.71K	199K	-132	-1.03%
Dec 31, 2023	INVESCO LTD.	1.41%	245.03K	3.69M	17.94K	+7.90%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.55%	269.41K	4.05M	10.02K	+3.86%
Dec 31, 2023	HOWARD WEALTH MANAGEMENT, LLC	1.58%	274.35K	4.13M	-6.86K	-2.44%
Dec 31, 2023	UBS GROUP AG	2.41%	419.58K	6.31M	15.11K	+3.74%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.47%	604.07K	9.09M	-8.69K	-1.42%
Dec 31, 2023	NBC SECURITIES, INC.	0%	611	9K	0	0
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	0%	849	12.78K	32	+3.92%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.01%	1.34K	20.18K	0	0
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.01%	1.69K	25.36K	0	0
Dec 31, 2023	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2K	30.08K	0	0
Dec 31, 2023	COMERICA BANK	0.01%	2K	30.08K	300	+17.65%
Dec 31, 2023	CLOSE ASSET MANAGEMENT LTD	0.02%	3.03K	46K	3.03K	+100.00%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.02%	3.25K	49K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.02%	3.47K	52.16K	-9.86K	-73.98%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.02%	3.84K	57.8K	0	0
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	5.1K	76.63K	-562	-9.93%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	5.48K	82.34K	250	+4.78%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	7.3K	109.85K	0	0
Dec 31, 2023	AVIANCE CAPITAL PARTNERS, LLC	0.07%	12.01K	180.59K	-72.49K	-85.79%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.07%	12.84K	193K	-34	-0.26%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.08%	13.6K	204.49K	60	+0.44%
Dec 31, 2023	LVZ, INC.	0.08%	14.75K	221.89K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.09%	15.31K	230.29K	320	+2.13%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.09%	15.55K	233.89K	5.11K	+48.93%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.09%	16.28K	244.89K	32	+0.20%
Dec 31, 2023	DFPG INVESTMENTS, LLC	0.09%	16.47K	243.08K	0	0
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.1%	18.22K	274.07K	0	0
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.15%	26.09K	392.39K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.15%	26.68K	401.28K	2.36K	+9.70%
Dec 31, 2023	FORTEM FINANCIAL GROUP, LLC	0.16%	28.45K	427.84K	28.45K	+100.00%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.17%	29.46K	443.13K	-29.11K	-49.70%
Dec 31, 2023	IONIC CAPITAL MANAGEMENT LLC	0.18%	31.7K	476.77K	415	+1.33%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.22%	37.53K	564.47K	3.7K	+10.94%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.22%	37.53K	564.5K	-2.52K	-6.30%
Dec 31, 2023		0.26%	44.6K	670.77K	44.6K	+100.00%
Dec 31, 2023	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.27%	47.42K	713.23K	-281	-0.59%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.28%	48.08K	723.14K	-19.54K	-28.90%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.3%	52.33K	786.97K	-33.7K	-39.17%
Dec 31, 2023	DAVENPORT & CO LLC	0.35%	61.55K	925.77K	-860	-1.38%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.36%	61.75K	928.75K	40.2K	+186.51%
Dec 31, 2023	ROYAL BANK OF CANADA	0.42%	73.5K	1.11M	-6.38K	-7.99%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.49%	86.02K	1.29M	7.22K	+9.16%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.62%	107.35K	1.61M	-61.31K	-36.35%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	134.87K	2.03M	3.37K	+2.56%
Dec 31, 2023	LPL FINANCIAL LLC	0.79%	137.18K	2.06M	-24.96K	-15.39%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	1.07%	186.66K	2.81M	81.75K	+77.93%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	1.26%	218.33K	3.28M	107.77K	+97.47%
Dec 31, 2023	MORGAN STANLEY	1.26%	219.47K	3.3M	7.53K	+3.55%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	1.27%	220.69K	3.32M	-4.79K	-2.13%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.38%	240.52K	3.62M	33.92K	+16.42%

Insiders

Among the SPXX insiders holding of N/A of the stake in company, SCHNEIDER WILLIAM J, , holds the largest shares of 5.6K. TOFT KENNETH H, , is the second largest SPXX insider with ownership of 2K shares. NUVEEN FUND ADVISORS, LLC, , stands third with possession of 0 shares of that stake.

Insiders	Designation	Shares Held
SCHNEIDER WILLIAM J		5.6K
TOFT KENNETH H		2K
NUVEEN FUND ADVISORS, LLC		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 13, 2017	NUVEEN FUND ADVISORS, LLC	SALE	14.94	5.24K	78.27K	0
May 08, 2015	SCHNEIDER WILLIAM J	SALE	14.10	26.35K	371.55K	5.6K
Oct 25, 2013	TOFT KENNETH H	PURCHASE	14.08	2K	28.15K	2K
Jan 07, 2013	SCHNEIDER WILLIAM J	PURCHASE	13.33	21.44K	285.77K	31.19K
Aug 10, 2012	SCHNEIDER WILLIAM J	PURCHASE	13.20	4.15K	54.78K	9.75K
Nov 27, 2007	SCHNEIDER WILLIAM J	SALE	16.56	5.73K	94.83K	0
Nov 23, 2005	SCHNEIDER WILLIAM J	PURCHASE	20.00	5.6K	112K	5.6K

Frequently Asked Questions