How many institutions own USA 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 USA shares is 246, representing 21.12% of the company's common stock.

Who are the major shareholders selling Liberty All-Star Equity Fund stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in USA by -27.53% restricting it's holding to 270.46 thousand shares of worth nearly $1.57M. PRIVATE ADVISOR GROUP, LLC also lessened -0.54% of the USA shares from its portfolio, reducing its holding to 377.87 thousand shares of worth $2.20M. INVESCO LTD. also shunned USA shares holding by -33.16% last quarter which brought its holding to 209.86 thousand shares worth $1.22M.

Investors who are buying USA stock?

As per its latest 13F filing, JANNEY MONTGOMERY SCOTT LLC increased its stake in USA by 100% in the last quarter. The institutional holder raised its holding to 1.66 million shares having worth more than $9.65M. LOGAN STONE CAPITAL, LLC also added 100% more shares of USA to its portfolio, raising its holding to 446.99 thousand shares of worth $2.60M. PMG FAMILY OFFICE LLC also increased its USA shares holding by 3.92% which brought its holding to 276.05 thousand shares worth $1.60M.

USA's major insiders: who are they?

The insider with the most stakes in USA is HALEY MARK T , President at the company. Additionally, USA stock is highly held by LOWRY RICHARD W and BROCK THOMAS W among others.

Did an insider recently sell USA stock?

Company executives, directors, and other insiders own 0.09% percent of Liberty All-Star Equity Fund's stock. Within the last six months, there have been 0 transaction(s) in which USA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BROCK THOMAS W, BENNING JOHN A, and RANTZOW RICHARD CARL.

Which insider recently purchased USA stock?

There have been 3 transaction(s) during the past 6-months in which Liberty All-Star Equity Fund insiders have bought stock, totalling 4056 shares

How much of USA does insiders own?

Around 353.87K Liberty All-Star Equity Fund shares are held by insiders, which represents about 0.09% of USA stock.

Who is the insider with the largest stake?

USA President, HALEY MARK T holds the largest portfolio of the company's shares. USA shares owned by HALEY total nearly 175.06 thousand.

Which institution holds the most shares in USA?

HIGHTOWER ADVISORS, LLC is the largest institutional owner in USA which holds 270.46 thousand shares worth $1.57M or 0.09% of the total USA shares outstanding followed by JANNEY MONTGOMERY SCOTT LLC with ownership of 1.66 million shares representing 0.55% of the USA ownership. LOGAN STONE CAPITAL, LLC is the third largest stakeholder with 446.99 thousand shares or 0.15% of the ownership worth more than $2.60M.

Is Liberty All-Star Equity 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 USA is concerned, it is a stock which is not optionable.

Is there a short position on USA's shares?

Number of USA 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 USA shares are there?

As of today, null shares of USA are outstanding.

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

USA 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 USA is null.

Liberty All-Star Equity Fund (USA) 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

0.09% Percentage of Shares held by All Insiders

21.12% Percentage of Shares held by All Institutions

21.14% Percentage of Float held by Institutions

246

Number of Institutions Holding Shares

Institutional Ownership

About 21.12% of USA shares are held by financial institutions. HIGHTOWER ADVISORS, LLC is the top corporate investor, holding 270.46K shares valued at $1.57M. A 0.09% stake in Liberty All-Star Equity Fund is owned by the company. JANNEY MONTGOMERY SCOTT LLC owns 1.66M shares valued at $9.65M, which translates its holding of 0.55% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.09%	270.46K	1.57M	-102.75K	-27.53%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.55%	1.66M	9.65M	1.66M	+100.00%
Jun 30, 2026	LOGAN STONE CAPITAL, LLC	0.15%	446.99K	2.6M	446.99K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.13%	377.87K	2.2M	-2.04K	-0.54%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.09%	276.05K	1.6M	10.4K	+3.92%
Jun 30, 2026	INVESCO LTD.	0.07%	209.86K	1.22M	-104.12K	-33.16%
Jun 30, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.06%	169.18K	982.94K	97.02K	+134.46%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	222.49K	1.29M	31.17K	+16.29%
Jun 30, 2026	SIT INVESTMENT ASSOCIATES INC	0.11%	329.02K	1.91M	100K	+43.66%
Jun 30, 2026	COHEN & STEERS, INC.	0.21%	645K	3.75M	-105K	-14.00%
Jun 30, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.22%	659.07K	3.83M	17.47K	+2.72%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.33%	1M	5.84M	-144.98K	-12.61%
Jun 30, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.34%	1.03M	5.98M	91.13K	+9.71%
Jun 30, 2026	QUARRY LP	0.35%	1.05M	6.08M	-21.14K	-1.98%
Jun 30, 2026	PENSERRA CAPITAL MANAGEMENT LLC	0.43%	1.3M	7.55M	49.6K	+3.97%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	0.44%	1.34M	7.8M	236.28K	+21.37%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	0.49%	1.48M	8.63M	146.51K	+10.95%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.52%	1.56M	9.05M	13.23K	+0.86%
Jun 30, 2026	MAN GROUP PLC	0.7%	2.11M	12.28M	791.9K	+59.95%
Jun 30, 2026	ROYAL BANK OF CANADA	0.73%	2.2M	12.77M	-72.75K	-3.20%
Jun 30, 2026	MINDSET WEALTH MANAGEMENT, LLC	0.08%	236.4K	1.37M	-1.2K	-0.51%
Jun 30, 2026	QUANTEDGE CAPITAL PTE LTD	0.08%	244.3K	1.42M	244.3K	+100.00%
Jun 30, 2026	CSS LLC/IL	0.07%	212.65K	1.24M	5.42K	+2.62%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.07%	208.91K	1.21M	31.7K	+17.89%
Jun 30, 2026	JANE STREET GROUP, LLC	0.07%	205.82K	1.2M	91.36K	+79.82%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	203.25K	1.18M	14.95K	+7.94%
Jun 30, 2026	UBS GROUP AG	0.09%	258.48K	1.5M	-99.16K	-27.73%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.1%	296.24K	1.72M	12.61K	+4.45%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.12%	366.5K	2.13M	-6.38K	-1.71%
Jun 30, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.44%	4.33M	25.17M	-863.3K	-16.61%
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	0.55%	1.65M	9.57M	698.25K	+73.61%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.59%	4.81M	27.92M	-644.18K	-11.82%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.04%	117.22K	681.05K	-10.92K	-8.52%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.04%	119.55K	694.61K	44.03K	+58.30%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	124.76K	724.83K	-1.01K	-0.80%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.04%	125.2K	727.41K	125.2K	+100.00%
Jun 30, 2026	MARINER, LLC	0.04%	125.37K	728.43K	-2.6K	-2.03%
Jun 30, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.04%	125.8K	730.9K	3.2K	+2.61%
Jun 30, 2026	LIVE OAK PRIVATE WEALTH LLC	0.05%	158.59K	921.38K	0	0
Jun 30, 2026	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.05%	159.83K	928.59K	-14.41K	-8.27%
Jun 30, 2026	OPPENHEIMER & CO INC	0.05%	162.38K	943.45K	4.13K	+2.61%
Jun 30, 2026	WESTBOURNE INVESTMENT ADVISORS, INC.	0.05%	163.7K	951.1K	-21K	-11.37%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.06%	167.44K	972.85K	-37.94K	-18.47%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.06%	167.73K	974K	16.62K	+11.00%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	168.03K	976.24K	-12.97K	-7.16%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.06%	193.05K	1.12M	193.05K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.12%	372.91K	2.17M	53.12K	+16.61%
Jun 30, 2026	TRUEMARK INVESTMENTS, LLC	0.04%	134.25K	780.01K	8.88K	+7.08%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.05%	143.86K	835.84K	143.86K	+100.00%
Jun 30, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.05%	143.88K	835.95K	-13.28K	-8.45%
Jun 30, 2026		0.09%	276.05K	1.6M	10.4K	+3.92%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.05%	156.1K	907K	24.08K	+18.23%
Jun 30, 2026	MORGAN STANLEY	1.94%	5.86M	34.04M	1.17M	+24.87%
Jun 30, 2026	SABA CAPITAL MANAGEMENT, L.P.	1.28%	3.86M	22.43M	3.86M	+100.00%
Jun 30, 2026	KARPUS MANAGEMENT, INC.	1.09%	3.27M	19.01M	155.36K	+4.98%
Jun 30, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.46%	1.37M	7.98M	759.51K	+123.71%
Jun 30, 2026	ALMITAS CAPITAL LLC	0.26%	798.34K	4.64M	402.86K	+101.86%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.26%	793.16K	4.61M	-22.02K	-2.70%
Jun 30, 2026	RPO LLC	0.23%	690.2K	4.01M	116.5K	+20.31%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.2%	616.6K	3.58M	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.19%	585.02K	3.4M	27.07K	+4.85%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	573.24K	3.33M	9.92K	+1.76%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	438.14K	2.55M	368	+0.08%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.14%	412.82K	2.4M	-32.31K	-7.26%
Jun 30, 2026	BOOTHBAY FUND MANAGEMENT, LLC	0.11%	345.1K	2.01M	58.25K	+20.31%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	295.8K	1.76M	60.84K	+25.90%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.09%	275.08K	1.6M	237.86K	+639.14%
Jun 30, 2026	LPL FINANCIAL LLC	1.11%	3.35M	19.47M	-49.76K	-1.46%
Jun 30, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	0.72%	2.18M	12.65M	-238.62K	-9.88%
Mar 31, 2026	LPL FINANCIAL LLC	1.13%	3.4M	18.87M	-384.15K	-10.15%
Mar 31, 2026	MAN GROUP PLC	0.44%	1.32M	7.33M	672.56K	+103.74%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	1.04%	3.12M	17.3M	1.29M	+70.25%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	0.42%	1.25M	6.94M	174.1K	+16.18%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.32%	948.52K	5.26M	-137.56K	-12.67%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.31%	938.19K	5.21M	-13.06K	-1.37%
Mar 31, 2026	COHEN & STEERS, INC.	0.25%	750K	4.16M	145K	+23.97%
Mar 31, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.21%	641.6K	3.56M	233.22K	+57.11%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.2%	613.92K	3.41M	210.92K	+52.34%
Mar 31, 2026	RPO LLC	0.19%	573.7K	3.18M	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.09%	283.63K	1.57M	-37.25K	-11.61%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.05%	151.11K	839K	8.05K	+5.62%
Mar 31, 2026		0.09%	265.65K	1.47M	23.25K	+9.59%
Mar 31, 2026	MINDSET WEALTH MANAGEMENT, LLC	0.08%	237.6K	1.32M	5.2K	+2.24%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.07%	209.04K	1.16M	101.19K	+93.83%
Mar 31, 2026	CSS LLC/IL	0.07%	207.23K	1.15M	11.41K	+5.83%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.07%	205.38K	1.14M	13.3K	+6.93%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	191.32K	1.06M	177.41K	+1,276.08%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	188.3K	1.05M	-47.52K	-20.15%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.73%	5.2M	28.84M	-436.26K	-7.75%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.12%	372.88K	2.07M	-2.73K	-0.73%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	319.8K	1.77M	-8.13K	-2.48%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.82%	5.45M	30.25M	641.26K	+13.33%
Mar 31, 2026	JPMORGAN CHASE & CO	0.05%	135.7K	734.16K	135.68K	+678,420.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.04%	132.03K	732.8K	70.41K	+114.28%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.04%	128.14K	711.2K	-21.76K	-14.52%
Mar 31, 2026	MARINER, LLC	0.04%	127.98K	707.89K	-4.88K	-3.67%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	125.76K	697.98K	12.57K	+11.11%
Mar 31, 2026	TRUEMARK INVESTMENTS, LLC	0.04%	125.38K	695.84K	6.38K	+5.37%
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	114.46K	635.27K	-355.06K	-75.62%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	108K	608.03K	-16.26K	-13.08%
Mar 31, 2026	ABEL HALL, LLC	0.03%	103K	571.65K	0	0
Mar 31, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.03%	102.48K	568.75K	-2.2K	-2.10%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.03%	99.81K	553.93K	0	0
Mar 31, 2026	INVESCO LTD.	0.1%	313.98K	1.74M	-73.38K	-18.94%
Mar 31, 2026	UBS GROUP AG	0.12%	357.64K	1.98M	-24.78K	-6.48%
Mar 31, 2026	QUARRY LP	0.36%	1.07M	5.93M	0	0
Mar 31, 2026	ALMITAS CAPITAL LLC	0.13%	395.49K	2.19M	-409.13K	-50.85%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.06%	177.22K	983.55K	3.28K	+1.89%
Mar 31, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.05%	157.16K	872.23K	3.85K	+2.51%
Mar 31, 2026	OPPENHEIMER & CO INC	0.05%	158.26K	878.32K	8.11K	+5.40%
Mar 31, 2026	LIVE OAK PRIVATE WEALTH LLC	0.05%	158.59K	880.15K	0	0
Mar 31, 2026	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.06%	174.24K	1.03M	18K	+11.52%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	180.99K	1M	10.91K	+6.42%
Mar 31, 2026	WESTBOURNE INVESTMENT ADVISORS, INC.	0.06%	184.7K	1.03M	23.5K	+14.58%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	0.08%	229.02K	1.27M	6.75K	+3.04%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.12%	373.21K	2.07M	-4.21K	-1.12%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.45%	1.34M	6.36M	-15.7K	-1.16%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.51%	1.54M	8.49M	-223.09K	-12.62%
Mar 31, 2026	ROYAL BANK OF CANADA	0.76%	2.27M	12.6M	296.61K	+15.02%
Mar 31, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	0.81%	2.42M	13.4M	-283.42K	-10.50%
Mar 31, 2026	MORGAN STANLEY	1.57%	4.69M	26.04M	1.69M	+56.13%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.38%	1.15M	6.38M	118.86K	+11.53%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.21%	616.6K	3.42M	0	0
Mar 31, 2026	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	99.56K	552.58K	0	0
Mar 31, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	89.06K	494.3K	512	+0.58%
Mar 31, 2026	MEZZASALMA ADVISORS, LLC	0.03%	76.89K	426.72K	82	+0.11%
Mar 31, 2026	BOOTHBAY FUND MANAGEMENT, LLC	0.1%	286.85K	1.59M	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.13%	379.9K	2.11M	32.25K	+9.28%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	437.78K	2.43M	23.63K	+5.70%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.15%	445.13K	2.47M	-32.68K	-6.84%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.19%	557.96K	3.1M	66K	+13.42%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	563.33K	3.13M	67.6K	+13.64%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.37%	1.11M	6.14M	129.53K	+13.27%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	234.96K	1.31M	-223.32K	-48.73%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	815.18K	4.52M	-6.85K	-0.83%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	124.25K	780.31K	95.87K	+337.83%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.04%	117.26K	736.39K	-80	-0.07%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	113.19K	710.84K	10.01K	+9.70%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	111.74K	701.72K	111.74K	+100.00%
Dec 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.04%	107.85K	677.3K	-2.46K	-2.23%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	173.93K	1.09M	-5.9K	-3.28%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	458.27K	2.92M	-62.64K	-12.02%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	377.42K	2.37M	-7.45K	-1.94%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	375.61K	2.36M	-17.98K	-4.57%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	327.92K	2.06M	-6.62K	-1.98%
Dec 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.1%	286.85K	1.8M	286.85K	+100.00%
Dec 31, 2025		0.08%	242.39K	1.56M	-46.5K	-16.09%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	235.82K	1.48M	-7.97K	-3.27%
Dec 31, 2025	MINDSET WEALTH MANAGEMENT, LLC	0.08%	232.4K	1.46M	-5.06K	-2.13%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	0.62%	1.83M	11.5M	1.83M	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.6%	1.77M	11.1M	25.68K	+1.47%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.46%	1.35M	8.5M	725.53K	+115.46%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.44%	1.31M	8.22M	411.4K	+45.81%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.33%	975.9K	6.13M	99.81K	+11.39%
Dec 31, 2025	ALMITAS CAPITAL LLC	0.27%	804.61K	5.05M	804.61K	+100.00%
Dec 31, 2025	MAN GROUP PLC	0.22%	648.3K	4.07M	648.3K	+100.00%
Dec 31, 2025	RPO LLC	0.19%	573.7K	3.6M	573.7K	+100.00%
Dec 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.14%	408.38K	2.56M	408.38K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	414.15K	2.6M	31.78K	+8.31%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	88.55K	556.1K	-410	-0.46%
Dec 31, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	99.56K	625.26K	0	0
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.03%	99.81K	626.79K	-5.05K	-4.82%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.04%	104.67K	657.34K	-14.32K	-12.03%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	172.5K	1.08M	135.83K	+370.39%
Dec 31, 2025	JANE STREET GROUP, LLC	0.16%	469.52K	2.95M	409.47K	+681.86%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	495.72K	3.11M	192.16K	+63.30%
Dec 31, 2025	COHEN & STEERS, INC.	0.21%	605K	3.8M	205K	+51.25%
Dec 31, 2025	CORNERSTONE ADVISORS, LLC	0.27%	794.98K	4.99M	-240.64K	-23.24%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.32%	951.24K	5.97M	268.09K	+39.24%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	1.03M	6.47M	206.47K	+25.05%
Dec 31, 2025	QUARRY LP	0.36%	1.07M	6.7M	1.07M	+100.00%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.37%	1.08M	6.76M	99.62K	+10.20%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.37%	1.09M	6.93M	-221.54K	-16.94%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	1.32M	8.3M	4.66K	+0.35%
Dec 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.92%	2.7M	17.11M	2.33M	+632.30%
Dec 31, 2025	MORGAN STANLEY	1.02%	3.01M	18.87M	-404.3K	-11.86%
Dec 31, 2025	LPL FINANCIAL LLC	1.28%	3.78M	23.77M	-866.62K	-18.63%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.08%	222.27K	1.4M	222.27K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	347.65K	2.18M	9.91K	+2.93%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	491.95K	3.09M	35.12K	+7.69%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	616.6K	3.87M	392.58K	+175.24%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	822.04K	5.16M	-60.04K	-6.81%
Dec 31, 2025	MARINER, LLC	0.05%	132.86K	834.35K	-43.37K	-24.61%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.05%	143.06K	898K	33.65K	+30.76%
Dec 31, 2025	RB CAPITAL MANAGEMENT, LLC	0.05%	146.54K	920.28K	-3.25K	-2.17%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.05%	149.91K	941.4K	-13.43K	-8.22%
Dec 31, 2025	OPPENHEIMER & CO INC	0.05%	150.15K	942.95K	0	0
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.05%	151.52K	951.55K	-65.43K	-30.16%
Dec 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.05%	153.31K	962.79K	-43.11K	-21.95%
Dec 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.05%	156.24K	981.2K	6K	+3.99%
Dec 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.05%	158.59K	995.91K	0	0
Dec 31, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.05%	161.2K	1.01M	-5K	-3.01%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	170.08K	1.07M	200	+0.12%
Dec 31, 2025	CSS LLC/IL	0.07%	195.82K	1.23M	34K	+21.01%
Dec 31, 2025	XTX TOPCO LTD	0.08%	248.06K	1.56M	214.8K	+645.80%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	320.88K	2.02M	-16.46K	-4.88%
Dec 31, 2025	CITADEL ADVISORS LLC	0.11%	332.82K	2.09M	277.17K	+498.09%
Dec 31, 2025	ROYAL BANK OF CANADA	0.67%	1.97M	12.4M	-41.34K	-2.05%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.63%	4.81M	30.2M	714.16K	+17.44%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.91%	5.63M	35.37M	3.61M	+179.01%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.07%	192.08K	1.21M	-18.78K	-8.91%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.07%	194.9K	1.22M	194.9K	+100.00%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.14%	403K	2.53M	403K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.13%	382.42K	2.4M	-43.21K	-10.15%
Dec 31, 2025	INVESCO LTD.	0.13%	387.36K	2.43M	-100.93K	-20.67%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.04%	132.37K	831.28K	-41.82K	-24.01%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.04%	128.65K	763.02K	-19.16K	-12.96%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.04%	118.99K	747.27K	104.77K	+736.44%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.04%	125.61K	796.36K	18.74K	+17.53%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.05%	147.81K	937.13K	-38.45K	-20.64%
Sep 30, 2025	RB CAPITAL MANAGEMENT, LLC	0.05%	149.79K	949.67K	6.7K	+4.68%
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	150.15K	951.96K	-8.72K	-5.49%
Sep 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.05%	150.24K	952.5K	0	0
Sep 30, 2025	UBS GROUP AG	0.14%	425.63K	2.7M	-21.77K	-4.87%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	456.84K	2.9M	84.48K	+22.69%
Sep 30, 2025	INVESCO LTD.	0.17%	488.29K	3.1M	34.94K	+7.71%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	520.91K	3.33M	13.34K	+2.63%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.21%	628.4K	3.98M	628.4K	+100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.23%	683.15K	4.33M	492.85K	+258.99%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.26%	752.23K	4.77M	752.23K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.28%	824.19K	5.23M	292.47K	+55.01%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.3%	876.09K	5.55M	63.56K	+7.82%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	882.08K	5.8M	-54.4K	-5.81%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.3%	898.12K	5.69M	258.8K	+40.48%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.33%	976.42K	6.19M	185.71K	+23.49%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	0.35%	1.04M	6.57M	658.38K	+174.52%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	382.37K	2.42M	-37.37K	-8.90%
Sep 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.13%	368.5K	2.34M	368.5K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	337.74K	2.14M	18.44K	+5.78%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.11%	337.34K	2.14M	12.63K	+3.89%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	334.54K	2.12M	133.05K	+66.03%
Sep 30, 2025		0.1%	288.89K	1.83M	288.89K	+100.00%
Sep 30, 2025	MINDSET WEALTH MANAGEMENT, LLC	0.08%	237.46K	1.51M	1.55K	+0.66%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.07%	216.95K	1.38M	29.53K	+15.76%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.07%	210.86K	1.34M	27.77K	+15.17%
Sep 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.07%	196.42K	1.25M	2.19K	+1.13%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.06%	174.19K	1.1M	4.61K	+2.72%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	169.88K	1.08M	19.42K	+12.91%
Sep 30, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.06%	166.2K	1.05M	4.2K	+2.59%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.06%	163.34K	1.04M	3.98K	+2.50%
Sep 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.05%	158.59K	1.01M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	303.56K	1.93M	-63.38K	-17.27%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	243.79K	1.55M	-175.5K	-41.86%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.08%	224.02K	1.42M	224.02K	+100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.04%	109.41K	694K	4.59K	+4.38%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.44%	1.31M	8.29M	503.7K	+62.65%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	1.32M	8.35M	115.01K	+9.57%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.59%	1.74M	11.04M	-252	-0.01%
Sep 30, 2025	ROYAL BANK OF CANADA	0.68%	2.02M	12.78M	34.74K	+1.75%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.68%	2.02M	12.8M	2.02M	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.39%	4.1M	25.96M	889.06K	+27.73%
Sep 30, 2025	LPL FINANCIAL LLC	1.58%	4.65M	29.49M	115.43K	+2.54%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	43.78K	277.56K	-4.57K	-9.45%
Sep 30, 2025	MSH CAPITAL ADVISORS LLC	0.02%	44.27K	280.67K	0	0
Sep 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.02%	47.65K	302.07K	-216	-0.45%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.02%	52.18K	330.82K	26.99K	+107.12%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	179.84K	1.14M	38.78K	+27.50%
Sep 30, 2025	MARINER, LLC	0.06%	176.23K	1.12M	4.26K	+2.48%
Sep 30, 2025	MCDONALD PARTNERS LLC	0.02%	55.15K	349.63K	1.47K	+2.73%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.02%	56.53K	358.37K	1.37K	+2.48%
Sep 30, 2025	HERITAGE WEALTH MANAGEMENT, INC.	0.02%	59.32K	376.08K	0	0
Sep 30, 2025	PATTEN GROUP, INC.	0.04%	109.26K	692.71K	-16.64K	-13.22%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.02%	63K	399.4K	-1.24K	-1.94%
Sep 30, 2025	MEZZASALMA ADVISORS, LLC	0.03%	75.66K	479.68K	1.93K	+2.61%
Sep 30, 2025	WEALTHTRUST ASSET MANAGEMENT, LLC	0.03%	86.14K	546.14K	7.45K	+9.47%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	88.96K	564.02K	1.43K	+1.63%
Sep 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.03%	99.56K	631.23K	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	103.18K	654.15K	18.78K	+22.24%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.04%	104.86K	664.79K	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.04%	106.25K	673.6K	244	+0.23%
Sep 30, 2025	MORGAN STANLEY	1.16%	3.41M	21.62M	3.09K	+0.09%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.04%	118.99K	754.4K	2.24K	+1.91%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.04%	117.34K	743.93K	7.65K	+6.97%
Sep 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.04%	110.31K	699.39K	-615	-0.55%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	393.6K	2.5M	383.3K	+3,721.68%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	384.87K	2.44M	3.86K	+1.01%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.1%	291.76K	1.85M	-65.27K	-18.28%
Sep 30, 2025	COHEN & STEERS, INC.	0.14%	400K	2.54M	130K	+48.15%
Sep 30, 2025	CSS LLC/IL	0.05%	161.82K	1.03M	161.82K	+100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.07%	190.3K	1.3M	149.95K	+371.67%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.14%	3.21M	21.83M	164.3K	+5.40%
Jun 30, 2025	BENSLER, LLC	0.61%	1.71M	11.62M	20.17K	+1.20%
Jun 30, 2025	COHEN & STEERS, INC.	0.1%	270K	1.84M	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	186.26K	1.27M	307	+0.17%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	150.46K	1.02M	-4.16K	-2.69%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.04%	109.69K	747K	-2.23K	-1.99%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.04%	106.87K	727.81K	6.33K	+6.29%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.04%	104.86K	714.08K	0	0
Jun 30, 2025	WEDBUSH SECURITIES INC	0.04%	104.82K	714K	-3.01K	-2.79%
Jun 30, 2025	ABEL HALL, LLC	0.04%	103K	701.43K	103K	+100.00%
Jun 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.04%	99.56K	678.03K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	84.4K	574.79K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.03%	81.71K	556.43K	78.9K	+2,809.83%
Jun 30, 2025	WEALTHTRUST ASSET MANAGEMENT, LLC	0.03%	78.69K	535.87K	-18.05K	-18.66%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.02%	63.45K	434.45K	-18.84K	-22.89%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.02%	63.35K	431.42K	35.03K	+123.67%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.02%	43K	292.8K	221	+0.52%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	507.58K	3.52M	-85.77K	-14.45%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.13%	357.02K	2.43M	357.02K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	201.49K	1.37M	14.07K	+7.51%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.07%	187.42K	1.28M	109.37K	+140.13%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.29%	803.93K	5.47M	483.7K	+151.05%
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	37.35K	254	815	+2.23%
Jun 30, 2025	HRT FINANCIAL LP	0.01%	36.97K	251K	-23.88K	-39.24%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.01%	34.84K	237.29K	317	+0.92%
Jun 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.01%	34.21K	232.97K	745	+2.23%
Jun 30, 2025	ALTUS WEALTH GROUP LLC	0.01%	34.12K	232.37K	0	0
Jun 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.01%	32.9K	218.1K	-586	-1.75%
Jun 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.01%	30.91K	210.52K	0	0
Jun 30, 2025	ELCO MANAGEMENT CO., LLC	0.01%	28.45K	193.77K	0	0
Jun 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.01%	27.28K	185.75K	1.11K	+4.22%
Jun 30, 2025	STEPHENS INC /AR/	0.01%	27.02K	184K	-1.07K	-3.82%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	26.38K	179.64K	4.49K	+20.50%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.01%	25.19K	171.56K	180	+0.72%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.01%	25.13K	171.1K	0	0
Jun 30, 2025	MORGAN STANLEY	1.21%	3.41M	23.2M	121.53K	+3.70%
Jun 30, 2025	ROYAL BANK OF CANADA	0.71%	1.98M	13.49M	77.87K	+4.09%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.28%	790.71K	5.38M	23.37K	+3.05%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.23%	639.32K	4.35M	595.39K	+1,355.18%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	419.29K	2.86M	18.88K	+4.72%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	87.53K	596.1K	8.84K	+11.23%
Jun 30, 2025	MEZZASALMA ADVISORS, LLC	0.03%	73.73K	502.13K	1.54K	+2.14%
Jun 30, 2025	STONEX GROUP INC.	0.02%	64.48K	439.09K	-9.08K	-12.34%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.02%	64.24K	437.47K	-10.23K	-13.73%
Jun 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.02%	47.86K	325.93K	-4.54K	-8.66%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.02%	45.58K	310.38K	0	0
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.29%	812.53K	5.53M	-53.46K	-6.17%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.19%	531.72K	3.62M	116.89K	+28.18%
Jun 30, 2025	INVESCO LTD.	0.16%	453.34K	3.09M	28.58K	+6.73%
Jun 30, 2025	UBS GROUP AG	0.16%	447.39K	3.05M	-78.75K	-14.97%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	419.74K	2.86M	389	+0.09%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.14%	381.01K	2.59M	24.81K	+6.96%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.13%	377.25K	2.57M	157.51K	+71.68%
Jun 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.07%	194.22K	1.32M	1.3K	+0.67%
Jun 30, 2025	RB CAPITAL MANAGEMENT, LLC	0.05%	143.09K	974.47K	-2.08K	-1.43%
Jun 30, 2025		0.08%	235.9K	1.61M	162.79K	+222.67%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.02%	57.1K	388.83K	-1.09K	-1.87%
Jun 30, 2025	MCDONALD PARTNERS LLC	0.02%	53.68K	365.58K	1.17K	+2.23%
Jun 30, 2025	LPL FINANCIAL LLC	1.62%	4.54M	30.89M	167.58K	+3.84%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.62%	1.74M	11.86M	54.19K	+3.21%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.43%	1.2M	8.18M	23.82K	+2.02%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	936.47K	6.38M	103.55K	+12.43%
Jun 30, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.06%	162K	1.1M	162K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.06%	159.35K	1.09M	2.85K	+1.82%
Jun 30, 2025	OPPENHEIMER & CO INC	0.06%	158.87K	1.08M	-1.46K	-0.91%
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.06%	158.59K	1.08M	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.06%	157.12K	1.07M	142.11K	+946.59%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.05%	150.24K	1.02M	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	141.05K	960.58K	-2.73K	-1.90%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.12%	324.71K	2.21M	-41.28K	-11.28%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	319.3K	2.17M	-14.35K	-4.30%
Jun 30, 2025	MINDSET WEALTH MANAGEMENT, LLC	0.08%	235.9K	1.61M	162.79K	+222.67%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.07%	183.09K	1.25M	14.46K	+8.58%
Jun 30, 2025	MARINER, LLC	0.06%	171.97K	1.17M	14.46K	+9.18%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.06%	169.58K	1.15M	1.29K	+0.76%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	372.36K	2.54M	-310	-0.08%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	366.94K	2.5M	-76.1K	-17.18%
Jun 30, 2025	PATTEN GROUP, INC.	0.04%	125.9K	857.37K	-406	-0.32%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.04%	116.76K	795.11K	3.21K	+2.83%
Jun 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.04%	110.93K	755.43K	-660	-0.59%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.04%	106K	721.87K	-177.17K	-62.57%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	154.62K	1.01M	4.5K	+3.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	356.21K	2.33M	24.57K	+7.41%
Mar 31, 2025	INVESCO LTD.	0.15%	424.76K	2.78M	25.22K	+6.31%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.04%	111.92K	733.09K	54.42K	+94.64%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.13%	365.99K	2.4M	-3.75K	-1.01%
Mar 31, 2025	CORNERSTONE ADVISORS, LLC	0.08%	219.74K	1.44M	207.14K	+1,643.94%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	372.67K	2.44M	36.87K	+10.98%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	443.04K	2.9M	-28.41K	-6.03%
Mar 31, 2025	UBS GROUP AG	0.19%	526.14K	3.45M	-104.65K	-16.59%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	593.34K	3.89M	-33.83K	-5.39%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.27%	767.34K	5.03M	12.37K	+1.64%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	84.4K	552.84K	16.13K	+23.62%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.15%	414.83K	2.72M	216.36K	+109.01%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	419.35K	2.75M	-9.65K	-2.25%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.42%	1.18M	7.72M	164.53K	+16.23%
Mar 31, 2025	BENSLER, LLC	0.6%	1.69M	11.05M	91.51K	+5.74%
Mar 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.07%	192.92K	1.26M	25.33K	+15.11%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	249.4K	1.63M	52.49K	+26.66%
Mar 31, 2025	COHEN & STEERS, INC.	0.1%	270K	1.77M	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.6%	1.69M	11.06M	114.04K	+7.25%
Mar 31, 2025	ROYAL BANK OF CANADA	0.68%	1.9M	12.47M	333.48K	+21.24%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.08%	3.04M	19.92M	550.1K	+22.08%
Mar 31, 2025	LPL FINANCIAL LLC	1.56%	4.37M	28.61M	720.27K	+19.74%
Mar 31, 2025	CREATIVE PLANNING	0.03%	83.04K	543.91K	14.36K	+20.91%
Mar 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.04%	100.55K	658.6K	9.58K	+10.53%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.04%	104.86K	686.81K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.04%	107.83K	706K	-1.79K	-1.63%
Mar 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.04%	111.59K	730.91K	1.42K	+1.28%
Mar 31, 2025	PATTEN GROUP, INC.	0.05%	126.31K	827.3K	-23.92K	-15.92%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	143.78K	941.77K	7.91K	+5.82%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.06%	156.5K	1.03M	18.44K	+13.35%
Mar 31, 2025	MARINER, LLC	0.06%	157.51K	1.03M	-3.65K	-2.26%
Mar 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.06%	158.59K	1.04M	0	0
Mar 31, 2025	OPPENHEIMER & CO INC	0.06%	160.33K	1.05M	133.51K	+497.79%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.06%	168.29K	1.1M	8.02K	+5.01%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.06%	168.63K	1.1M	6.13K	+3.77%
Mar 31, 2025	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.09%	241.23K	1.58M	-33K	-12.03%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.11%	320.22K	2.1M	-88.87K	-21.72%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.31%	865.99K	5.67M	-669	-0.08%
Mar 31, 2025	WEALTHTRUST ASSET MANAGEMENT, LLC	0.03%	96.74K	633.65K	-6.27K	-6.09%
Mar 31, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.04%	99.56K	652.14K	0	0
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.04%	113.54K	743.7K	16.22K	+16.66%
Mar 31, 2025	RB CAPITAL MANAGEMENT, LLC	0.05%	145.17K	950.88K	6.08K	+4.37%
Mar 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.05%	150.24K	984.05K	-13K	-7.96%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.07%	185.96K	1.22M	138.27K	+289.94%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.1%	283.17K	1.85M	-198.56K	-41.22%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	333.65K	2.19M	43.68K	+15.06%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	187.43K	1.23M	-4.1K	-2.14%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	400.41K	2.62M	-37.71K	-8.61%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	832.92K	5.46M	15.32K	+1.87%
Mar 31, 2025	MORGAN STANLEY	1.17%	3.28M	21.52M	66.03K	+2.05%
Mar 31, 2024	WHITCOMB & HESS, INC.	0.02%	57.5K	411.13K	57.5K	+100.00%
Mar 31, 2024	WEALTHTRUST ASSET MANAGEMENT, LLC	0.03%	79.77K	570.33K	5.47K	+7.36%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.03%	85.98K	614.75K	-9.79K	-10.22%
Mar 31, 2024	ALL SEASON FINANCIAL ADVISORS, INC.	0.03%	87.46K	625.35K	87.46K	+100.00%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.03%	88.07K	629.7K	37.77K	+75.09%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.03%	89.65K	640.97K	1.01K	+1.14%
Mar 31, 2024	STOCKMAN WEALTH MANAGEMENT, INC.	0.04%	99.56K	711.88K	0	0
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.04%	103.58K	740.58K	-362K	-77.75%
Mar 31, 2024	FLOW STATE INVESTMENTS, L.P.	0.04%	119.43K	853.93K	7.17K	+6.39%
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.05%	123.49K	882.93K	0	0
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.05%	126.58K	749.38K	159	+0.13%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.05%	130.73K	934.7K	49.74K	+61.41%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.05%	131.3K	938.78K	-5.42K	-3.97%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.05%	131.72K	941.8K	116.93K	+790.79%
Mar 31, 2024	MARINER, LLC	0.05%	135.53K	969.06K	3.83K	+2.91%
Mar 31, 2024	RB CAPITAL MANAGEMENT, LLC	0.05%	140.01K	1M	14.59K	+11.63%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.06%	166.79K	1.19M	6.14K	+3.82%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	169.36K	1.21M	3.55K	+2.14%
Mar 31, 2024	INVESCO LTD.	0.06%	174.13K	1.25M	59.13K	+51.42%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	227.94K	1.63M	3.95K	+1.77%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.1%	271.73K	1.94M	-3.43K	-1.24%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.1%	281.5K	2.01M	4.1K	+1.48%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.13%	347.61K	2.49M	6.16K	+1.80%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	355.44K	2.54M	355.44K	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	374.03K	2.67M	0	0
Mar 31, 2024	UBS GROUP AG	0.19%	514.94K	3.68M	-17.08K	-3.21%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.21%	568.25K	4.06M	18.78K	+3.42%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.21%	570.13K	4.08M	110.02K	+23.91%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	592.16K	4.23M	48.51K	+8.92%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.22%	607.97K	4.35M	-193.58K	-24.15%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	634.92K	4.54M	15.18K	+2.45%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	0.3%	825.5K	5.9M	762.2K	+1,204.17%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.31%	836.9K	5.98M	25.23K	+3.11%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.31%	846.49K	6.05M	122.21K	+16.87%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.34%	919.04K	6.57M	83.1K	+9.94%
Mar 31, 2024	BENSLER, LLC	0.58%	1.56M	11.17M	162.05K	+11.58%
Mar 31, 2024	LPL FINANCIAL LLC	1.17%	3.19M	22.78M	176.04K	+5.85%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.05%	141.79K	1.01M	3.1K	+2.24%
Mar 31, 2024	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.06%	155.56K	1.11M	20K	+14.75%
Mar 31, 2024	LIVE OAK PRIVATE WEALTH LLC	0.06%	158.59K	1.13M	0	0
Mar 31, 2024	D.A. DAVIDSON & CO.	0.06%	158.86K	1.14M	613	+0.39%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	161K	1.15M	-631	-0.39%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.06%	163.76K	1.17M	0	0
Mar 31, 2024	LIDO ADVISORS, LLC	0.06%	163.88K	1.17M	7.84K	+5.03%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	253.01K	1.81M	237.32K	+1,512.15%
Mar 31, 2024	COHEN & STEERS, INC.	0.1%	270K	1.93M	0	0
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	48.18K	344.48K	17K	+54.52%
Mar 31, 2024	EUDAIMONIA PARTNERS, LLC	0.02%	53.24K	380.64K	2.61K	+5.16%
Mar 31, 2024	QUANTUM PRIVATE WEALTH, LLC	0.02%	54.72K	391.21K	0	0
Mar 31, 2024	SAGE CAPITAL ADVISORS,LLC	0.02%	58.17K	415.88K	2.2K	+3.93%
Mar 31, 2024	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.02%	60.01K	429.06K	60.01K	+100.00%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.02%	62.2K	444.75K	62.2K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.03%	69.28K	495.34K	2.16K	+3.22%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	69.89K	499.72K	804	+1.16%
Mar 31, 2024	PRIVATE CAPITAL MANAGEMENT LLC	0.03%	69.99K	500.42K	0	0
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.03%	70.34K	502.9K	-61.04K	-46.46%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.11%	304.61K	2.18M	3.48K	+1.16%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.46%	1.25M	8.96M	49.71K	+4.13%
Mar 31, 2024	ROYAL BANK OF CANADA	0.62%	1.69M	12.07M	11.16K	+0.67%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.68%	1.84M	13.13M	644K	+53.99%
Mar 31, 2024	MORGAN STANLEY	1.16%	3.15M	22.53M	-420.97K	-11.78%
Dec 31, 2023	LPL FINANCIAL LLC	1.13%	3.01M	19.2M	683.05K	+29.36%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.03%	88.64K	565.5K	21.65K	+32.32%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.04%	95.77K	611.02K	14.82K	+18.31%
Dec 31, 2023	STOCKMAN WEALTH MANAGEMENT, INC.	0.04%	99.56K	635.22K	0	0
Dec 31, 2023	FLOW STATE INVESTMENTS, L.P.	0.04%	112.26K	716.22K	112.26K	+100.00%
Dec 31, 2023	GOLDEN STATE EQUITY PARTNERS	0.04%	114.78K	732.26K	-235	-0.20%
Dec 31, 2023	INVESCO LTD.	0.04%	115K	733.7K	59.93K	+108.82%
Dec 31, 2023	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.05%	123.49K	787.85K	-2.05K	-1.63%
Dec 31, 2023	RB CAPITAL MANAGEMENT, LLC	0.05%	125.42K	800.2K	-3.1K	-2.42%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.05%	126.43K	825.56K	-159	-0.13%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.05%	131.37K	838.15K	131.37K	+100.00%
Dec 31, 2023	MARINER, LLC	0.05%	131.7K	840.24K	2.45K	+1.90%
Dec 31, 2023	BARTLETT & CO. LLC	0.05%	135.56K	894K	-14K	-9.36%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.05%	136.72K	883.02K	9.49K	+7.46%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.05%	138.69K	888.06K	29.13K	+26.59%
Dec 31, 2023		0.05%	135.56K	896.41K	-14K	-9.36%
Dec 31, 2023	LIDO ADVISORS, LLC	0.06%	156.04K	1.02M	0	0
Dec 31, 2023	D.A. DAVIDSON & CO.	0.06%	158.25K	1.01M	-8.18K	-4.91%
Dec 31, 2023	LIVE OAK PRIVATE WEALTH LLC	0.06%	158.59K	1.01M	0	0
Dec 31, 2023	WEDBUSH SECURITIES INC	0.06%	160.65K	1.03M	-5.23K	-3.15%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	161.63K	1.03M	50.9K	+45.96%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.06%	163.76K	1.04M	0	0
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	165.82K	1.06M	4.63K	+2.87%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.07%	195.07K	1.24M	168.77K	+641.71%
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.08%	207.1K	1.32M	207.1K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.08%	223.99K	1.43M	8.28K	+3.84%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.09%	250.58K	1.6M	224.75K	+869.89%
Dec 31, 2023	COHEN & STEERS, INC.	0.1%	270K	1.72M	0	0
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.1%	275.16K	1.76M	-9K	-3.17%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.1%	277.4K	1.77M	4.82K	+1.77%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.11%	301.13K	1.92M	31.94K	+11.86%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.13%	341.45K	2.18M	2.31K	+0.68%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	374.03K	2.39M	1K	+0.27%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.17%	460.12K	2.94M	16.58K	+3.74%
Dec 31, 2023	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.18%	465.58K	2.97M	465.58K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.2%	532.02K	3.39M	70.37K	+15.24%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	543.65K	3.47M	64.71K	+13.51%
Dec 31, 2023	MORGAN STANLEY	1.35%	3.57M	22.79M	-115.33K	-3.13%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.21%	549.47K	3.51M	84.92K	+18.28%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	619.74K	3.95M	-49.1K	-7.34%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.25%	659.72K	4.23M	394.91K	+149.13%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.27%	724.29K	4.62M	-12.43K	-1.69%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.3%	801.55K	5.11M	-155.18K	-16.22%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.31%	811.68K	5.18M	3.76K	+0.47%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.31%	835.94K	5.33M	-247.21K	-22.82%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.45%	1.19M	7.61M	82.55K	+7.44%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.45%	1.2M	7.68M	187.68K	+18.48%
Dec 31, 2023	BENSLER, LLC	0.53%	1.4M	8.93M	102.44K	+7.90%
Dec 31, 2023	ROYAL BANK OF CANADA	0.63%	1.68M	10.7M	4.56K	+0.27%

Insiders

Among the USA insiders holding of 0.09% of the stake in company, HALEY MARK T, President, holds the largest shares of 175.06K. LOWRY RICHARD W, , is the second largest USA insider with ownership of 157.73K shares. BROCK THOMAS W, , stands third with possession of 85K shares of that stake.

Insiders	Designation	Shares Held
HALEY MARK T	President	175.06K
LOWRY RICHARD W		157.73K
BROCK THOMAS W		85K
PARMENTIER WILLIAM R JR	President	30.63K
GLEICHER HOWARD ROY		22K
BENNING JOHN A		20.04K
NEUHAUSER JOHN J		14.39K
WINN HOLLIS KEITH		11K
IRVIN MILTON M	director	6.86K
USIFER MAUREEN K	Trustee	6.6K
BURKE EDMUND J	Trustee	6.5K
MILAS ROBERT	Access Person of the Fund	5.76K
RANTZOW RICHARD CARL		3K
WOFFORD FRED H	Vice President	2.13K
BENJAMIN VICKI L	Chief Accounting Officer	1.2K
GASPARI GEORGE R		1K
KHWAJA-DIXON SAREENA	Assistant Secretary	500
RETTINGER ERICH	Treasurer	350
DST SYSTEMS INC		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 03, 2026	HALEY MARK T	PURCHASE	5.80	2K	11.61K	175.06K
Jun 02, 2026	HALEY MARK T	PURCHASE	5.85	356	2.08K	173.06K
May 08, 2026	MILAS ROBERT	PURCHASE	5.82	1.7K	9.89K	5.76K
Feb 06, 2026	RETTINGER ERICH	PURCHASE	6.01	350	2.1K	350
Dec 30, 2025	HALEY MARK T	PURCHASE	6.30	1.6K	10.08K	159.07K
Nov 21, 2025	KHWAJA-DIXON SAREENA	PURCHASE	5.86	500	2.93K	500
Oct 01, 2025	HALEY MARK T	PURCHASE	6.37	1K	6.37K	157.47K
Sep 09, 2025	HALEY MARK T	PURCHASE	6.58	1.5K	9.87K	156.47K
May 19, 2025	MILAS ROBERT	PURCHASE	6.66	1.5K	9.99K	3.69K
Mar 26, 2024	BURKE EDMUND J	PURCHASE	7.09	4K	28.34K	6.5K
Mar 12, 2024	USIFER MAUREEN K	PURCHASE	6.82	2.2K	15K	6.6K
Mar 11, 2024	MILAS ROBERT	PURCHASE	6.83	1.45K	9.9K	1.98K
Dec 08, 2023	HALEY MARK T	PURCHASE	6.05	1.6K	9.69K	127.03K
Nov 03, 2023	HALEY MARK T	PURCHASE	6.12	500	3.06K	125.43K
Sep 18, 2023	MILAS ROBERT	PURCHASE	6.05	500	3.02K	500
Aug 29, 2023	IRVIN MILTON M	PURCHASE	6.32	1K	6.32K	6.86K
Jun 07, 2023	BURKE EDMUND J	PURCHASE	6.12	2.5K	15.3K	2.5K
May 26, 2023	PARMENTIER WILLIAM R JR	PURCHASE	5.98	34.93K	208.89K	30.63K
Dec 02, 2021	USIFER MAUREEN K	PURCHASE	7.78	400	3.11K	4.4K
Dec 02, 2021	HALEY MARK T	PURCHASE	7.78	2.55K	19.86K	101.89K
Dec 02, 2021	NEUHAUSER JOHN J	PURCHASE	7.78	2.15K	16.71K	14.39K
Nov 22, 2021	GLEICHER HOWARD ROY	PURCHASE	7.78	2K	15.56K	22K
Dec 02, 2020	BROCK THOMAS W	PURCHASE	6.68	5K	33.4K	85K
Nov 09, 2020	BROCK THOMAS W	PURCHASE	6.45	25K	161.23K	80K
Aug 31, 2020	BROCK THOMAS W	PURCHASE	6.19	6.25K	38.71K	55K
Jun 30, 2020	HALEY MARK T	PURCHASE	5.70	200	1.14K	87.63K
Jun 19, 2020	BROCK THOMAS W	SALE	5.81	2.57K	14.92K	0
Apr 28, 2020	IRVIN MILTON M	PURCHASE	5.28	500	2.64K	3.85K
Apr 30, 2019	IRVIN MILTON M	PURCHASE	6.29	1K	6.29K	3.05K
Apr 23, 2019	BROCK THOMAS W	PURCHASE	6.42	700	4.49K	2.5K
Apr 04, 2019	NEUHAUSER JOHN J	PURCHASE	6.22	10K	62.17K	10.16K
Feb 20, 2019	BROCK THOMAS W	PURCHASE	6.09	800	4.87K	1.8K
Dec 10, 2018	IRVIN MILTON M	PURCHASE	5.67	2K	11.34K	2K
Nov 15, 2018	USIFER MAUREEN K	PURCHASE	5.97	4K	23.88K	4K
Nov 13, 2018	BROCK THOMAS W	PURCHASE	6.19	1K	6.19K	1K
Nov 06, 2018	BROCK THOMAS W	PURCHASE	6.12	15K	91.79K	48.75K
Aug 17, 2016	BENNING JOHN A	SALE	5.18	10K	51.8K	20.04K
Aug 10, 2016	BENNING JOHN A	SALE	5.16	5K	25.82K	30.04K
May 08, 2015	RANTZOW RICHARD CARL	PURCHASE	5.89	3K	17.67K	3K
Apr 02, 2015	RANTZOW RICHARD CARL	SALE	5.80	3.67K	21.26K	0
Aug 13, 2014	DST SYSTEMS INC	SALE	5.78	410K	2.37M	0
Aug 12, 2014	DST SYSTEMS INC	SALE	5.76	252.14K	1.45M	410K
Apr 09, 2013	BENNING JOHN A	SALE	5.13	900	4.62K	27.58K
Dec 31, 2012	LOWRY RICHARD W	SALE	4.71	10K	47.1K	157.73K
Dec 21, 2012	LOWRY RICHARD W	SALE	4.79	6.72K	32.18K	167.73K
Dec 19, 2012	LOWRY RICHARD W	SALE	4.81	3.28K	15.78K	174.45K
Dec 18, 2012	LOWRY RICHARD W	SALE	4.78	10K	47.8K	177.73K
Dec 17, 2012	LOWRY RICHARD W	SALE	4.72	20K	94.4K	187.73K
Nov 20, 2012	BENNING JOHN A	SALE	4.48	9.5K	42.56K	39.58K
Mar 26, 2012	GASPARI GEORGE R	PURCHASE	4.95	1K	4.95K	1K
Dec 29, 2011	BENNING JOHN A	SALE	4.22	6.65K	28.05K	46.54K
Dec 28, 2011	DST SYSTEMS INC	PURCHASE	5.07	88.06K	446.17K	591.95K
Dec 16, 2011	DST SYSTEMS INC	PURCHASE	5.07	15.38K	77.92K	503.89K
Dec 14, 2011	DST SYSTEMS INC	PURCHASE	5.07	7.13K	36.14K	488.51K
Dec 13, 2011	DST SYSTEMS INC	PURCHASE	5.07	2.94K	14.87K	481.38K
Dec 06, 2011	DST SYSTEMS INC	PURCHASE	5.07	23.44K	118.78K	478.44K
Nov 28, 2011	DST SYSTEMS INC	PURCHASE	5.07	35.57K	180.21K	455K
Nov 22, 2011	DST SYSTEMS INC	PURCHASE	5.07	1.63K	8.24K	419.43K
Nov 21, 2011	DST SYSTEMS INC	PURCHASE	5.07	12.85K	65.1K	417.8K
May 07, 2010	HALEY MARK T	PURCHASE	4.42	4K	17.68K	36.79K
May 06, 2010	HALEY MARK T	PURCHASE	4.53	900	4.08K	32.79K
Mar 11, 2010	HALEY MARK T	PURCHASE	4.68	10K	46.8K	31.53K
Sep 04, 2009	HALEY MARK T	PURCHASE	3.88	1.5K	5.82K	22.32K
Apr 30, 2009	HALEY MARK T	PURCHASE	3.38	1K	3.38K	20.48K
Mar 03, 2009	LOWRY RICHARD W	PURCHASE	2.42	20K	48.4K	207.07K
Mar 03, 2009	HALEY MARK T	PURCHASE	2.42	1K	2.42K	18.79K
Feb 11, 2009	LOWRY RICHARD W	PURCHASE	3.15	20K	63K	187.07K
Jan 30, 2009	LOWRY RICHARD W	PURCHASE	3.15	20K	63K	167.07K
Jan 28, 2009	LOWRY RICHARD W	PURCHASE	3.29	20K	65.8K	147.07K
Oct 10, 2008	LOWRY RICHARD W	PURCHASE	3.08	2K	6.16K	127.07K
Oct 09, 2008	HALEY MARK T	PURCHASE	3.45	2.4K	8.28K	17.31K
Oct 08, 2008	LOWRY RICHARD W	PURCHASE	3.75	20K	74.94K	107.07K
Jul 15, 2008	PARMENTIER WILLIAM R JR	PURCHASE	5.25	5K	26.25K	38.8K
Jul 11, 2008	HALEY MARK T	PURCHASE	5.44	1.5K	8.16K	12.92K
Jan 08, 2008	BROCK THOMAS W	PURCHASE	5.61	1.46K	8.2K	16.52K
Jan 08, 2008	PARMENTIER WILLIAM R JR	PURCHASE	6.51	788	5.13K	25.15K
Jan 08, 2008	HALEY MARK T	PURCHASE	6.51	2.3K	14.97K	10.8K
Nov 14, 2007	HALEY MARK T	PURCHASE	7.43	1.3K	9.66K	8.29K
Sep 11, 2006	BROCK THOMAS W	PURCHASE	7.42	13.5K	100.17K	13.5K
Oct 04, 2005	WINN HOLLIS KEITH	PURCHASE	8.91	11K	98.01K	11K
Jul 21, 2004	HALEY MARK T	PURCHASE	8.34	1.02K	8.47K	5K
Jul 21, 2004	WOFFORD FRED H	PURCHASE	8.34	1.1K	9.19K	2.13K
Jul 21, 2004	BENJAMIN VICKI L	PURCHASE	8.34	200	1.67K	1.2K
Jul 21, 2004	PARMENTIER WILLIAM R JR	PURCHASE	8.34	3.45K	28.75K	23.4K
May 27, 2004	BENJAMIN VICKI L	PURCHASE	9.65	1K	9.65K	1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE4.06K3

SALES00

NET SHARES4.06K3

SHARES HELD353.87K3

% NET SHARES-98.85%0%

Frequently Asked Questions