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About 27.76% of VKQ shares are held by financial institutions. BAIRD FINANCIAL GROUP, INC. is the top corporate investor, holding 168.86K shares valued at $1.70M. A 0.31% stake in Invesco Municipal Trust is owned by the company. STRATOS WEALTH PARTNERS, LTD. owns 47.16K shares valued at $473.45K, which translates its holding of 0.09% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | BAIRD FINANCIAL GROUP, INC. | 0.31% | 168.86K | 1.7M | -582 | -0.34% |
| Jun 30, 2026 | STRATOS WEALTH PARTNERS, LTD. | 0.09% | 47.16K | 473.45K | 10.8K | +29.71% |
| Jun 30, 2026 | OPPENHEIMER & CO INC | 0.09% | 51.83K | 520.36K | 1.73K | +3.44% |
| Jun 30, 2026 | VAN ECK ASSOCIATES CORP | 0.67% | 368.15K | 3.7M | -81.33K | -18.09% |
| Jun 30, 2026 | ADVISORS ASSET MANAGEMENT, INC. | 0.36% | 199.81K | 2.01M | 360 | +0.18% |
| Jun 30, 2026 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.06% | 33.56K | 336.92K | 2.24K | +7.15% |
| Jun 30, 2026 | SEAMOUNT FINANCIAL GROUP INC | 0.13% | 73.69K | 739.83K | 0 | 0 |
| Jun 30, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.25% | 140.48K | 1.41M | 0 | 0 |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 0.23% | 128.95K | 1.29M | 6 | 0.00% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 0.24% | 134.72K | 1.35M | 33.67K | +33.32% |
| Jun 30, 2026 | CAPITAL INVESTMENT ADVISORS, LLC | 0.26% | 142.85K | 1.43M | -3K | -2.06% |
| Jun 30, 2026 | JFS WEALTH ADVISORS, LLC | 0.26% | 145.45K | 1.46M | 185 | +0.13% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.27% | 147.33K | 1.48M | -2.94K | -1.95% |
| Jun 30, 2026 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.27% | 150.43K | 1.51M | 30.36K | +25.28% |
| Jun 30, 2026 | FIERA CAPITAL CORP | 0.29% | 159.85K | 1.6M | -6.12K | -3.68% |
| Jun 30, 2026 | ALPHACORE CAPITAL LLC | 0.02% | 11.6K | 116.49K | 220 | +1.93% |
| Jun 30, 2026 | SANCTUARY ADVISORS, LLC | 0.02% | 12.01K | 120.54K | 0 | 0 |
| Jun 30, 2026 | ACCREDITED INVESTOR SERVICES, LLC | 0.02% | 12.57K | 126.19K | 12.57K | +100.00% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.02% | 12.87K | 129.25K | 80 | +0.63% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.03% | 13.86K | 139.12K | 13.86K | +100.00% |
| Jun 30, 2026 | LIDO ADVISORS, LLC | 0.03% | 14.58K | 146.33K | 0 | 0 |
| Jun 30, 2026 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 0.03% | 14.63K | 146.89K | 0 | 0 |
| Jun 30, 2026 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.03% | 15.4K | 154.62K | 0 | 0 |
| Jun 30, 2026 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0.03% | 15.94K | 160.02K | 0 | 0 |
| Jun 30, 2026 | MADISON PARK CAPITAL ADVISORS, LLC | 0.03% | 17.12K | 551.96K | -28.12K | -62.17% |
| Jun 30, 2026 | HUNTINGTON NATIONAL BANK | 0.03% | 18.01K | 180.78K | -4.5K | -19.99% |
| Jun 30, 2026 | WEALTHCARE ADVISORY PARTNERS LLC | 0.03% | 18.03K | 180.97K | -3.38K | -15.77% |
| Jun 30, 2026 | CHOREO, LLC | 0.03% | 19.16K | 192.4K | 2.43K | +14.52% |
| Jun 30, 2026 | PENBROOK MANAGEMENT LLC | 0.04% | 20K | 200.8K | 0 | 0 |
| Jun 30, 2026 | ROTHSCHILD INVESTMENT LLC | 0.04% | 20K | 200.8K | 20K | +100.00% |
| Jun 30, 2026 | XTX TOPCO LTD | 0.04% | 23.75K | 238.4K | 23.75K | +100.00% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.04% | 24.06K | 241.56K | 24.06K | +100.00% |
| Jun 30, 2026 | COMPASS FINANCIAL GROUP, INC/SD | 0.04% | 24.35K | 244.46K | 0 | 0 |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 31.36K | 314.95K | 11.18K | +55.37% |
| Jun 30, 2026 | PROSPERA FINANCIAL SERVICES INC | 0.06% | 32.82K | 329.53K | 1.84K | +5.92% |
| Jun 30, 2026 | WHIPPLEWOOD ADVISORS, LLC | 0.16% | 87.18K | 875.32K | -1.54K | -1.74% |
| Jun 30, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0.06% | 32.8K | 329.35K | 0 | 0 |
| Jun 30, 2026 | MELFA WEALTH MANAGEMENT, LLC | 0.06% | 31.34K | 314.69K | -2.2K | -6.56% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 0.05% | 25.66K | 257.67K | 1.28K | +5.27% |
| Jun 30, 2026 | PFG INVESTMENTS, LLC | 0.05% | 25.55K | 256.52K | -1.05K | -3.95% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 0.9% | 497.3K | 4.99M | 269.25K | +118.07% |
| Jun 30, 2026 | COHEN & STEERS, INC. | 0.05% | 25K | 251K | 0 | 0 |
| Jun 30, 2026 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 4.97% | 2.75M | 27.61M | -1.64M | -37.32% |
| Jun 30, 2026 | MORGAN STANLEY | 4.37% | 2.42M | 24.27M | 528.05K | +27.95% |
| Jun 30, 2026 | GUGGENHEIM CAPITAL LLC | 2.05% | 1.13M | 11.36M | 13.34K | +1.19% |
| Jun 30, 2026 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.7% | 940.07K | 9.44M | 661.03K | +236.89% |
| Jun 30, 2026 | UBS GROUP AG | 1.33% | 734.88K | 7.38M | -97.66K | -11.73% |
| Jun 30, 2026 | INVESCO LTD. | 0.21% | 115.42K | 1.16M | -47.41K | -29.11% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.2% | 110.3K | 1.11M | 24.43K | +28.45% |
| Jun 30, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.17% | 93.65K | 940.2K | 51.95K | +124.62% |
| Jun 30, 2026 | IBEX WEALTH ADVISORS | 0.16% | 90.1K | 904.61K | 875 | +0.98% |
| Jun 30, 2026 | SMITH, MOORE & CO. | 0.13% | 72.41K | 726.96K | 828 | +1.16% |
| Jun 30, 2026 | AMERIPRISE FINANCIAL INC | 0.13% | 72.38K | 726.7K | 258 | +0.36% |
| Jun 30, 2026 | SUMMIT TRAIL ADVISORS, LLC | 0.13% | 69.41K | 696.83K | -2.89K | -4.00% |
| Jun 30, 2026 | TYCHE WEALTH PARTNERS LLC | 0.12% | 68.85K | 691.21K | -581 | -0.84% |
| Jun 30, 2026 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.07% | 40.02K | 401.79K | -3.32K | -7.67% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.06% | 34.66K | 348K | -7.94K | -18.64% |
| Jun 30, 2026 | NUVEEN, LLC | 0.06% | 32.62K | 327.55K | 0 | 0 |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 0.04% | 22.31K | 224.03K | 0 | 0 |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 1.29% | 715.98K | 7.19M | 149.89K | +26.48% |
| Jun 30, 2026 | WORTH ASSET MANAGEMENT, LLC | 0.04% | 21.09K | 211.71K | 21.09K | +100.00% |
| Jun 30, 2026 | SIT INVESTMENT ASSOCIATES INC | 1.29% | 712.42K | 7.15M | -13.76K | -1.89% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 0.97% | 537.44K | 5.4M | -275.86K | -33.92% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 0.91% | 504.07K | 5.06M | 42.27K | +9.15% |
| Jun 30, 2026 | NEWEDGE ADVISORS, LLC | 0.82% | 453K | 4.55M | 101.89K | +29.02% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0.41% | 228.05K | 2.17M | 25.25K | +12.45% |
| Mar 31, 2026 | STRATOS WEALTH ADVISORS, LLC | 0.16% | 88.73K | 844.69K | -105.82K | -54.39% |
| Mar 31, 2026 | IBEX WEALTH ADVISORS | 0.16% | 89.23K | 849.43K | -1.42K | -1.57% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.18% | 101.05K | 962K | 21.23K | +26.59% |
| Mar 31, 2026 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.22% | 120.07K | 1.14M | 38.87K | +47.87% |
| Mar 31, 2026 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.23% | 124.98K | 1.2M | -462.88K | -78.74% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.02% | 12.79K | 121.79K | 1.05K | +8.95% |
| Mar 31, 2026 | SOWELL FINANCIAL SERVICES LLC | 0.03% | 14K | 133.28K | 0 | 0 |
| Mar 31, 2026 | LIDO ADVISORS, LLC | 0.03% | 14.58K | 138.75K | 0 | 0 |
| Mar 31, 2026 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 0.03% | 14.63K | 139.28K | 0 | 0 |
| Mar 31, 2026 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.03% | 15.4K | 146.61K | 0 | 0 |
| Mar 31, 2026 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0.03% | 15.94K | 151.73K | 0 | 0 |
| Mar 31, 2026 | CHOREO, LLC | 0.03% | 16.73K | 159.31K | 3.99K | +31.32% |
| Mar 31, 2026 | PENBROOK MANAGEMENT LLC | 0.04% | 20K | 190.4K | 0 | 0 |
| Mar 31, 2026 | WEALTHCARE ADVISORY PARTNERS LLC | 0.04% | 21.4K | 203.73K | 2.12K | +11.01% |
| Mar 31, 2026 | COMPASS FINANCIAL GROUP, INC/SD | 0.04% | 24.35K | 231.8K | 0 | 0 |
| Mar 31, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0.06% | 32.8K | 312.29K | -349 | -1.05% |
| Mar 31, 2026 | UBS GROUP AG | 1.5% | 832.54K | 7.93M | -54.88K | -6.18% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.16% | 85.87K | 817K | 7.97K | +10.23% |
| Mar 31, 2026 | JFS WEALTH ADVISORS, LLC | 0.26% | 145.27K | 1.38M | 183 | +0.13% |
| Mar 31, 2026 | ADVISORS ASSET MANAGEMENT, INC. | 0.36% | 199.45K | 1.9M | -1.45K | -0.72% |
| Mar 31, 2026 | NEWEDGE ADVISORS, LLC | 0.63% | 351.11K | 3.34M | 125.81K | +55.84% |
| Mar 31, 2026 | PENSIONMARK FINANCIAL GROUP, LLC | 0.05% | 27.27K | 259.6K | 2.71K | +11.03% |
| Mar 31, 2026 | PROSPERA FINANCIAL SERVICES INC | 0.06% | 30.99K | 295K | 4.99K | +19.18% |
| Mar 31, 2026 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.06% | 31.32K | 298.16K | -2.33K | -6.92% |
| Mar 31, 2026 | MELFA WEALTH MANAGEMENT, LLC | 0.06% | 33.54K | 319.32K | 0 | 0 |
| Mar 31, 2026 | STRATOS WEALTH PARTNERS, LTD. | 0.07% | 36.36K | 346.11K | 7.97K | +28.08% |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.08% | 41.69K | 396.91K | 667 | +1.63% |
| Mar 31, 2026 | INDEPENDENT ADVISOR ALLIANCE | 0.08% | 42.55K | 405.08K | 42.55K | +100.00% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.08% | 42.61K | 406K | -200 | -0.47% |
| Mar 31, 2026 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.08% | 43.34K | 412.62K | 3.15K | +7.84% |
| Mar 31, 2026 | MADISON PARK CAPITAL ADVISORS, LLC | 0.08% | 45.24K | 430.65K | 2.63K | +6.17% |
| Mar 31, 2026 | OPPENHEIMER & CO INC | 0.09% | 50.1K | 476.99K | 620 | +1.25% |
| Mar 31, 2026 | TYCHE WEALTH PARTNERS LLC | 0.13% | 69.43K | 660.95K | 18 | +0.03% |
| Mar 31, 2026 | VAN ECK ASSOCIATES CORP | 0.81% | 449.49K | 4.28M | 48.11K | +11.99% |
| Mar 31, 2026 | GUGGENHEIM CAPITAL LLC | 2.02% | 1.12M | 10.65M | -80.94K | -6.75% |
| Mar 31, 2026 | MORGAN STANLEY | 3.41% | 1.89M | 17.99M | 274.76K | +17.02% |
| Mar 31, 2026 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 7.93% | 4.39M | 41.76M | -1.38M | -23.95% |
| Mar 31, 2026 | CAPITAL INVESTMENT ADVISORS, LLC | 0.26% | 145.85K | 1.39M | -1.6K | -1.09% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.27% | 150.27K | 1.43M | 1.66K | +1.12% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 1.02% | 566.09K | 5.39M | 220.42K | +63.77% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.04% | 24.38K | 232.1K | -20.22K | -45.34% |
| Mar 31, 2026 | PFG INVESTMENTS, LLC | 0.05% | 26.6K | 253.23K | -900 | -3.27% |
| Mar 31, 2026 | NUVEEN, LLC | 0.06% | 32.62K | 310.58K | 0 | 0 |
| Mar 31, 2026 | WHIPPLEWOOD ADVISORS, LLC | 0.16% | 88.73K | 844.68K | -1.12K | -1.25% |
| Mar 31, 2026 | RAREVIEW CAPITAL LLC | 0.17% | 96.15K | 879.72K | -192.6K | -66.70% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.23% | 128.94K | 1.23M | 158 | +0.12% |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.25% | 140.48K | 1.34M | 1.04K | +0.75% |
| Mar 31, 2026 | INVESCO LTD. | 0.29% | 162.83K | 1.55M | -52.38K | -24.34% |
| Mar 31, 2026 | FIERA CAPITAL CORP | 0.3% | 165.97K | 1.58M | 165.97K | +100.00% |
| Mar 31, 2026 | BAIRD FINANCIAL GROUP, INC. | 0.31% | 169.44K | 1.61M | -2.06K | -1.20% |
| Mar 31, 2026 | MACKAY SHIELDS LLC | 0.38% | 208.81K | 1.99M | -116.29K | -35.77% |
| Mar 31, 2026 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.5% | 279.04K | 2.66M | 279.04K | +100.00% |
| Mar 31, 2026 | SIT INVESTMENT ASSOCIATES INC | 1.31% | 726.18K | 6.91M | 0 | 0 |
| Mar 31, 2026 | LPL FINANCIAL LLC | 1.47% | 813.29K | 7.74M | -147.46K | -15.35% |
| Mar 31, 2026 | CONCORDE ASSET MANAGEMENT, LLC | 0.12% | 63.97K | 609.02K | -17.79K | -21.76% |
| Mar 31, 2026 | SMITH, MOORE & CO. | 0.13% | 71.58K | 681.42K | -79.4K | -52.59% |
| Mar 31, 2026 | AMERIPRISE FINANCIAL INC | 0.13% | 72.12K | 686.6K | 12.29K | +20.53% |
| Mar 31, 2026 | SUMMIT TRAIL ADVISORS, LLC | 0.13% | 72.3K | 688.25K | 72.3K | +100.00% |
| Mar 31, 2026 | SEAMOUNT FINANCIAL GROUP INC | 0.13% | 73.69K | 701.51K | -3.97K | -5.11% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.83% | 461.8K | 4.4M | 18.15K | +4.09% |
| Mar 31, 2026 | COHEN & STEERS, INC. | 0.05% | 25K | 238K | 0 | 0 |
| Dec 31, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.05% | 26K | 250.9K | 0 | 0 |
| Dec 31, 2025 | SEAMOUNT FINANCIAL GROUP INC | 0.14% | 77.66K | 749.39K | -6.23K | -7.43% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.14% | 77.9K | 752K | 10.1K | +14.90% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.14% | 79.82K | 770.29K | -9 | -0.01% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.15% | 81.87K | 790.08K | 3.13K | +3.98% |
| Dec 31, 2025 | WHIPPLEWOOD ADVISORS, LLC | 0.16% | 89.85K | 867.01K | -467 | -0.52% |
| Dec 31, 2025 | PFG INVESTMENTS, LLC | 0.05% | 27.5K | 265.38K | 27.5K | +100.00% |
| Dec 31, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.05% | 28.39K | 273.93K | 28.39K | +100.00% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.06% | 33.15K | 319.93K | 3.35K | +11.24% |
| Dec 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.06% | 33.54K | 323.68K | 2.03K | +6.43% |
| Dec 31, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.06% | 33.65K | 324.7K | 14.15K | +72.60% |
| Dec 31, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.07% | 40.19K | 387.84K | -1.83K | -4.35% |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.07% | 41.02K | 395.89K | -10.02K | -19.62% |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 0.11% | 59.84K | 577.4K | -3.21K | -5.08% |
| Dec 31, 2025 | STONEX GROUP INC. | 0.13% | 72.63K | 700.85K | 2 | 0.00% |
| Dec 31, 2025 | IBEX WEALTH ADVISORS | 0.16% | 90.65K | 874.77K | -5.46K | -5.68% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.23% | 128.78K | 1.24M | 203 | +0.16% |
| Dec 31, 2025 | STRATOS WEALTH ADVISORS, LLC | 0.35% | 194.54K | 1.88M | -3.87K | -1.95% |
| Dec 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.36% | 200.9K | 1.94M | -99.11K | -33.04% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.37% | 202.8K | 1.96M | 18.27K | +9.90% |
| Dec 31, 2025 | INVESCO LTD. | 0.39% | 215.21K | 2.08M | 47.62K | +28.41% |
| Dec 31, 2025 | GUGGENHEIM CAPITAL LLC | 2.17% | 1.2M | 11.58M | 8.28K | +0.69% |
| Dec 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.04% | 24.56K | 236.99K | 24.56K | +100.00% |
| Dec 31, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 10.43% | 5.77M | 55.67M | 1.39M | +31.75% |
| Dec 31, 2025 | UBS GROUP AG | 1.6% | 887.41K | 8.56M | -63.37K | -6.67% |
| Dec 31, 2025 | VAN ECK ASSOCIATES CORP | 0.73% | 401.38K | 3.87M | 43.97K | +12.30% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.62% | 345.67K | 3.34M | 86.42K | +33.34% |
| Dec 31, 2025 | MACKAY SHIELDS LLC | 0.59% | 325.11K | 3.14M | 0 | 0 |
| Dec 31, 2025 | RAREVIEW CAPITAL LLC | 0.52% | 288.74K | 2.64M | 11.36K | +4.09% |
| Dec 31, 2025 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.03% | 15.4K | 148.61K | 0 | 0 |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.27% | 148.61K | 1.43M | 24.51K | +19.75% |
| Dec 31, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.27% | 147.45K | 1.42M | -5.91K | -3.86% |
| Dec 31, 2025 | JFS WEALTH ADVISORS, LLC | 0.26% | 145.08K | 1.4M | 181 | +0.12% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.02% | 11.74K | 113.31K | 90 | +0.77% |
| Dec 31, 2025 | NUVEEN, LLC | 0.06% | 32.62K | 314.82K | 0 | 0 |
| Dec 31, 2025 | OPPENHEIMER & CO INC | 0.09% | 49.48K | 477.52K | 2.2K | +4.65% |
| Dec 31, 2025 | MORGAN STANLEY | 2.92% | 1.61M | 15.58M | 354.1K | +28.09% |
| Dec 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 1.31% | 726.18K | 7.01M | -21.7K | -2.90% |
| Dec 31, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 1.06% | 587.87K | 5.67M | -44.41K | -7.02% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.8% | 443.65K | 4.28M | 13.56K | +3.15% |
| Dec 31, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.31% | 171.51K | 1.66M | 123 | +0.07% |
| Dec 31, 2025 | SMITH, MOORE & CO. | 0.27% | 150.98K | 1.46M | -14.67K | -8.86% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.25% | 139.44K | 1.35M | 847 | +0.61% |
| Dec 31, 2025 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 0.03% | 14.63K | 141.18K | 0 | 0 |
| Dec 31, 2025 | LIDO ADVISORS, LLC | 0.03% | 14.58K | 140.65K | 0 | 0 |
| Dec 31, 2025 | SOWELL FINANCIAL SERVICES LLC | 0.03% | 14K | 135.1K | 0 | 0 |
| Dec 31, 2025 | CHOREO, LLC | 0.02% | 12.74K | 123.9K | 12.74K | +100.00% |
| Dec 31, 2025 | SANCTUARY ADVISORS, LLC | 0.02% | 12.01K | 115.86K | 0 | 0 |
| Dec 31, 2025 | LPL FINANCIAL LLC | 1.74% | 960.75K | 9.27M | 130.29K | +15.69% |
| Dec 31, 2025 | CONCORDE ASSET MANAGEMENT, LLC | 0.15% | 81.76K | 788.98K | 6.39K | +8.48% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.08% | 44.6K | 430.43K | 44.6K | +100.00% |
| Dec 31, 2025 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.15% | 81.2K | 783.59K | 6.49K | +8.68% |
| Dec 31, 2025 | TYCHE WEALTH PARTNERS LLC | 0.13% | 69.41K | 669.8K | 18 | +0.03% |
| Dec 31, 2025 | MADISON PARK CAPITAL ADVISORS, LLC | 0.08% | 42.61K | 411.17K | 50 | +0.12% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.41% | 225.3K | 2.17M | 138.37K | +159.16% |
| Dec 31, 2025 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0.03% | 15.94K | 153.8K | 0 | 0 |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.03% | 16.84K | 162.47M | 0 | 0 |
| Dec 31, 2025 | HUNTINGTON NATIONAL BANK | 0.03% | 17.43K | 168.16K | 0 | 0 |
| Dec 31, 2025 | WEALTHCARE ADVISORY PARTNERS LLC | 0.03% | 19.28K | 186.02K | 123 | +0.64% |
| Dec 31, 2025 | PENBROOK MANAGEMENT LLC | 0.04% | 20K | 193K | 0 | 0 |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.04% | 20.11K | 194.08K | 5.84K | +40.95% |
| Dec 31, 2025 | COMPASS FINANCIAL GROUP, INC/SD | 0.04% | 24.35K | 234.97K | 0 | 0 |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.08% | 42.81K | 413K | -5.47K | -11.32% |
| Dec 31, 2025 | COHEN & STEERS, INC. | 0.05% | 25K | 241K | 0 | 0 |
| Sep 30, 2025 | DAKOTA WEALTH MANAGEMENT | 0.17% | 92.64K | 893.95K | -31.74K | -25.52% |
| Sep 30, 2025 | STONEX GROUP INC. | 0.13% | 72.63K | 700.83K | 18.45K | +34.04% |
| Sep 30, 2025 | FIERA CAPITAL CORP | 0.95% | 524.21K | 5.06M | -3.76K | -0.71% |
| Sep 30, 2025 | OPPENHEIMER & CO INC | 0.09% | 47.28K | 456.29K | 817 | +1.76% |
| Sep 30, 2025 | RIVERBRIDGE PARTNERS LLC | 0.06% | 31.61K | 305.06K | 1.07K | +3.50% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.78% | 430.09K | 4.15M | 186.44K | +76.52% |
| Sep 30, 2025 | MACKAY SHIELDS LLC | 0.59% | 325.11K | 3.14M | 0 | 0 |
| Sep 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.54% | 300.01K | 2.9M | -66.03K | -18.04% |
| Sep 30, 2025 | RAREVIEW CAPITAL LLC | 0.5% | 277.39K | 2.54M | 39.23K | +16.47% |
| Sep 30, 2025 | STRATOS WEALTH ADVISORS, LLC | 0.36% | 198.41K | 1.91M | -368 | -0.19% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.33% | 184.53K | 1.78M | 25.67K | +16.16% |
| Sep 30, 2025 | JFS WEALTH ADVISORS, LLC | 0.26% | 144.9K | 1.4M | 186 | +0.13% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.12% | 67.8K | 655K | 2.92K | +4.49% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.09% | 51.04K | 492.54K | -225 | -0.44% |
| Sep 30, 2025 | NUVEEN, LLC | 0.06% | 32.62K | 314.82K | 0 | 0 |
| Sep 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.31% | 171.38K | 1.65M | 5.38K | +3.24% |
| Sep 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.06% | 31.52K | 304.12K | 0 | 0 |
| Sep 30, 2025 | KARPUS MANAGEMENT, INC. | 0.89% | 494.67K | 4.77M | -1.69M | -77.36% |
| Sep 30, 2025 | VAN ECK ASSOCIATES CORP | 0.65% | 357.4K | 3.45M | 16.8K | +4.93% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.47% | 259.25K | 2.5M | 55.7K | +27.37% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.25% | 138.59K | 1.34M | 94.57K | +214.86% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.23% | 128.58K | 1.24M | -1.93K | -1.48% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.22% | 124.1K | 1.2M | -23.98K | -16.19% |
| Sep 30, 2025 | IBEX WEALTH ADVISORS | 0.17% | 96.11K | 927.41K | -844 | -0.87% |
| Sep 30, 2025 | WHIPPLEWOOD ADVISORS, LLC | 0.16% | 90.31K | 871.52K | 7.67K | +9.29% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.16% | 86.93K | 838.92K | 41.28K | +90.44% |
| Sep 30, 2025 | SEAMOUNT FINANCIAL GROUP INC | 0.15% | 83.89K | 809.52K | 0 | 0 |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 48.27K | 466K | -2.74K | -5.38% |
| Sep 30, 2025 | MADISON PARK CAPITAL ADVISORS, LLC | 0.08% | 42.56K | 410.68K | 52 | +0.12% |
| Sep 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.08% | 42.02K | 405.48K | 42.02K | +100.00% |
| Sep 30, 2025 | CONCORDE ASSET MANAGEMENT, LLC | 0.14% | 75.37K | 727.53K | 75.37K | +100.00% |
| Sep 30, 2025 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.13% | 74.72K | 721.01K | 2K | +2.75% |
| Sep 30, 2025 | TYCHE WEALTH PARTNERS LLC | 0.13% | 69.39K | 669.62K | 18 | +0.03% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.11% | 63.04K | 608.34K | 15.77K | +33.37% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 29.8K | 287.61K | -39.99K | -57.29% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.14% | 79.83K | 770.38K | 48.2K | +152.35% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.14% | 78.74K | 759.87K | 31.09K | +65.25% |
| Sep 30, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.11% | 63.6K | 613.74K | 0 | 0 |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0.08% | 42K | 405.27K | 811 | +1.97% |
| Sep 30, 2025 | QUARRY LP | 0.06% | 32.5K | 313.63K | 0 | 0 |
| Sep 30, 2025 | INVESCO LTD. | 0.3% | 167.59K | 1.62M | 3.64K | +2.22% |
| Sep 30, 2025 | SMITH, MOORE & CO. | 0.3% | 165.65K | 1.6M | 61.74K | +59.42% |
| Sep 30, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.28% | 153.36K | 1.48M | 4.73K | +3.18% |
| Sep 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.05% | 29.47K | 284.41K | -28.16K | -48.86% |
| Sep 30, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.05% | 26K | 250.9K | 0 | 0 |
| Sep 30, 2025 | COMPASS FINANCIAL GROUP, INC/SD | 0.04% | 24.35K | 234.97K | 0 | 0 |
| Sep 30, 2025 | PENBROOK MANAGEMENT LLC | 0.04% | 20K | 193K | 0 | 0 |
| Sep 30, 2025 | WEALTHCARE ADVISORY PARTNERS LLC | 0.03% | 19.15K | 184.84K | 125 | +0.66% |
| Sep 30, 2025 | HUNTINGTON NATIONAL BANK | 0.03% | 17.43K | 168.16K | 4.5K | +34.81% |
| Sep 30, 2025 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0.03% | 15.94K | 153.8K | 0 | 0 |
| Sep 30, 2025 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.03% | 15.4K | 148.61K | 0 | 0 |
| Sep 30, 2025 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 0.03% | 14.63K | 141.18K | -3.2K | -17.95% |
| Sep 30, 2025 | PERMANENT CAPITAL MANAGEMENT, LP | 0.03% | 14.35K | 138.5K | 14.35K | +100.00% |
| Sep 30, 2025 | SOWELL FINANCIAL SERVICES LLC | 0.03% | 14K | 135.1K | 0 | 0 |
| Sep 30, 2025 | CRESSET ASSET MANAGEMENT, LLC | 0.02% | 13.5K | 130.28K | 0 | 0 |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.02% | 13.1K | 126.39K | 0 | 0 |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.02% | 11.65K | 112.44K | 25 | +0.22% |
| Sep 30, 2025 | MOODY NATIONAL BANK TRUST DIVISION | 0.02% | 11.25K | 108.54K | 0 | 0 |
| Sep 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 7.91% | 4.38M | 42.25M | 862.35K | +24.53% |
| Sep 30, 2025 | MORGAN STANLEY | 2.28% | 1.26M | 12.17M | 231.45K | +22.49% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 2.15% | 1.19M | 11.5M | -9.83K | -0.82% |
| Sep 30, 2025 | UBS GROUP AG | 1.72% | 950.78K | 9.18M | -103.61K | -9.83% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 1.5% | 830.46K | 8.01M | 627.24K | +308.66% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 1.35% | 747.88K | 7.22M | -108.38K | -12.66% |
| Sep 30, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 1.14% | 632.28K | 6.1M | -512.03K | -44.75% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.24% | 130.51K | 1.19M | 91K | +230.35% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.13% | 69.79K | 638.58K | 0 | 0 |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 51.01K | 467K | 1.33K | +2.67% |
| Jun 30, 2025 | OPPENHEIMER & CO INC | 0.08% | 46.47K | 425.17K | 18.33K | +65.12% |
| Jun 30, 2025 | RAREVIEW CAPITAL LLC | 0.43% | 238.15K | 2.18M | -16.65K | -6.53% |
| Jun 30, 2025 | WHIPPLEWOOD ADVISORS, LLC | 0.15% | 82.64K | 756.15K | 17.61K | +27.09% |
| Jun 30, 2025 | CRESSET ASSET MANAGEMENT, LLC | 0.02% | 13.5K | 123.53K | 0 | 0 |
| Jun 30, 2025 | SUMMIT TRAIL ADVISORS, LLC | 0.02% | 13.76K | 125.87K | 1.04K | +8.17% |
| Jun 30, 2025 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 0.03% | 17.83K | 163.15K | 0 | 0 |
| Jun 30, 2025 | WEALTHCARE ADVISORY PARTNERS LLC | 0.03% | 19.03K | 174.12K | 122 | +0.65% |
| Jun 30, 2025 | ELEQUIN SECURITIES, LLC | 0.04% | 19.46K | 178.06K | 12.75K | +190.06% |
| Jun 30, 2025 | PENBROOK MANAGEMENT LLC | 0.04% | 20K | 183K | 0 | 0 |
| Jun 30, 2025 | COMPASS FINANCIAL GROUP, INC/SD | 0.04% | 24.35K | 222.79K | 0 | 0 |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.04% | 24.72K | 226.18K | 24.72K | +100.00% |
| Jun 30, 2025 | COHEN & STEERS, INC. | 0.05% | 25K | 229K | 0 | 0 |
| Jun 30, 2025 | NUVEEN, LLC | 0.06% | 32.62K | 298.51K | 0 | 0 |
| Jun 30, 2025 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.03% | 15.4K | 140.91K | 0 | 0 |
| Jun 30, 2025 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0.03% | 15.94K | 145.83K | 0 | 0 |
| Jun 30, 2025 | SIMON QUICK ADVISORS, LLC | 0.04% | 20.57K | 188.2K | 596 | +2.98% |
| Jun 30, 2025 | HRT FINANCIAL LP | 0.04% | 20.63K | 188K | 20.63K | +100.00% |
| Jun 30, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.05% | 26K | 237.9K | 11K | +73.33% |
| Jun 30, 2025 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.05% | 28.55K | 261.2K | 0 | 0 |
| Jun 30, 2025 | RIVERBRIDGE PARTNERS LLC | 0.06% | 30.54K | 279.46K | 1.54K | +5.31% |
| Jun 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.06% | 31.52K | 288.37K | 0 | 0 |
| Jun 30, 2025 | 0.06% | 32.62K | 298.51K | 0 | 0 | |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.09% | 51.27K | 469.08K | -10.02K | -16.34% |
| Jun 30, 2025 | FIERA CAPITAL CORP | 0.95% | 527.97K | 4.83M | -6.82K | -1.28% |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 1.55% | 856.26K | 7.84M | -748.56K | -46.64% |
| Jun 30, 2025 | MORGAN STANLEY | 1.86% | 1.03M | 9.42B | 129.23K | +14.36% |
| Jun 30, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 2.07% | 1.14M | 10.47M | -13.53K | -1.17% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.08% | 45.65K | 417.7K | 574 | +1.27% |
| Jun 30, 2025 | DAKOTA WEALTH MANAGEMENT | 0.22% | 124.38K | 1.14M | -7.09K | -5.40% |
| Jun 30, 2025 | JFS WEALTH ADVISORS, LLC | 0.26% | 144.72K | 1.32M | 182 | +0.13% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.27% | 148.07K | 1.36M | 9.5K | +6.85% |
| Jun 30, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.27% | 148.64K | 1.36M | -11.35K | -7.09% |
| Jun 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.3% | 166K | 1.52M | -4.57K | -2.68% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.37% | 203.54K | 1.86M | 71.03K | +53.60% |
| Jun 30, 2025 | MACKAY SHIELDS LLC | 0.59% | 325.11K | 2.97M | 0 | 0 |
| Jun 30, 2025 | STONEX GROUP INC. | 0.1% | 54.18K | 495.75K | 54.18K | +100.00% |
| Jun 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.1% | 57.64K | 527.36K | -815 | -1.39% |
| Jun 30, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.11% | 63.6K | 581.94K | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.12% | 64.88K | 594K | 4.84K | +8.06% |
| Jun 30, 2025 | TYCHE WEALTH PARTNERS LLC | 0.13% | 69.37K | 634.76K | 19 | +0.03% |
| Jun 30, 2025 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.13% | 72.72K | 665.35K | 2.75K | +3.93% |
| Jun 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0.13% | 74.7K | 683.51K | -1.8K | -2.35% |
| Jun 30, 2025 | IBEX WEALTH ADVISORS | 0.17% | 96.95K | 887.09K | 952 | +0.99% |
| Jun 30, 2025 | PATHSTONE HOLDINGS, LLC | 0.18% | 102.39K | 936.88K | -550.94K | -84.33% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 31.64K | 289.46K | -6.95K | -18.00% |
| Jun 30, 2025 | BANK OF MONTREAL /CAN/ | 0.07% | 41.19K | 376.85K | 769 | +1.90% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.08% | 44.02K | 402.75K | 38.98K | +773.51% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.09% | 47.27K | 423.33K | -3.69K | -7.24% |
| Jun 30, 2025 | KARPUS MANAGEMENT, INC. | 3.95% | 2.19M | 19.99M | -34.5K | -1.55% |
| Jun 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 6.35% | 3.52M | 32.17M | 41.36K | +1.19% |
| Jun 30, 2025 | FSA WEALTH MANAGEMENT LLC | 0% | 850 | 7.78K | 0 | 0 |
| Jun 30, 2025 | FORTITUDE FAMILY OFFICE, LLC | 0% | 1.16K | 10.58K | 0 | 0 |
| Jun 30, 2025 | PIN OAK INVESTMENT ADVISORS INC | 0% | 1.19K | 11K | 1.19K | +100.00% |
| Jun 30, 2025 | PRESTIGE WEALTH MANAGEMENT GROUP LLC | 0% | 1.84K | 16.86K | 0 | 0 |
| Jun 30, 2025 | PRIVATE TRUST CO NA | 0% | 2.54K | 23.2K | 0 | 0 |
| Jun 30, 2025 | COMMUNITY BANK, N.A. | 0.01% | 4K | 36.6K | 0 | 0 |
| Jun 30, 2025 | TRUST CO OF TOLEDO NA /OH/ | 0.01% | 4.12K | 37.69K | 4.12K | +100.00% |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0.01% | 5.11K | 46.72K | 0 | 0 |
| Jun 30, 2025 | FINANCIAL ENGINES ADVISORS L.L.C. | 0.02% | 10.97K | 100K | 0 | 0 |
| Jun 30, 2025 | MOODY NATIONAL BANK TRUST DIVISION | 0.02% | 11.25K | 102.92K | 0 | 0 |
| Jun 30, 2025 | NCM CAPITAL MANAGEMENT, LLC | 0.02% | 11.48K | 105.01K | 0 | 0 |
| Jun 30, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.02% | 11.5K | 105.23K | -32.79K | -74.03% |
| Jun 30, 2025 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 0.02% | 12K | 109.8K | 0 | 0 |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.02% | 13.1K | 119.84K | 0 | 0 |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.09% | 47.65K | 436K | 19.55K | +69.56% |
| Jun 30, 2025 | SEAMOUNT FINANCIAL GROUP INC | 0.15% | 83.89K | 767.58K | 0 | 0 |
| Jun 30, 2025 | SMITH, MOORE & CO. | 0.19% | 103.91K | 950.78K | -3.66K | -3.41% |
| Jun 30, 2025 | STRATOS WEALTH ADVISORS, LLC | 0.36% | 198.78K | 1.82M | -6.41K | -3.12% |
| Jun 30, 2025 | QUARRY LP | 0.06% | 32.5K | 297.38K | 0 | 0 |
| Jun 30, 2025 | MADISON PARK CAPITAL ADVISORS, LLC | 0.08% | 42.51K | 388.93K | 50 | +0.12% |
| Jun 30, 2025 | VAN ECK ASSOCIATES CORP | 0.62% | 340.6K | 3.12M | 5.01K | +1.49% |
| Jun 30, 2025 | SOWELL FINANCIAL SERVICES LLC | 0.03% | 14K | 128.1K | 0 | 0 |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 2.17% | 1.2M | 10.99M | 36.13K | +3.10% |
| Jun 30, 2025 | UBS GROUP AG | 1.9% | 1.05M | 9.65M | 74.18K | +7.57% |
| Jun 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.66% | 366.04K | 3.35M | -8.47K | -2.26% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.44% | 243.65K | 2.23M | 738 | +0.30% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.37% | 203.22K | 1.86M | -339.06K | -62.53% |
| Jun 30, 2025 | INVESCO LTD. | 0.3% | 163.95K | 1.5M | 16.9K | +11.50% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.29% | 158.86K | 1.45M | 14.91K | +10.35% |
| Mar 31, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 6.27% | 3.47M | 33.53M | -361.8K | -9.43% |
| Mar 31, 2025 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.13% | 69.97K | 675.17K | 3.45K | +5.19% |
| Mar 31, 2025 | ROTHSCHILD INVESTMENT LLC | 0.14% | 76.5K | 738.23K | -25K | -24.63% |
| Mar 31, 2025 | SEAMOUNT FINANCIAL GROUP INC | 0.15% | 83.89K | 809.52K | 2.03K | +2.48% |
| Mar 31, 2025 | RIVERBRIDGE PARTNERS LLC | 0.05% | 29K | 279.88K | 4.94K | +20.52% |
| Mar 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.06% | 31.52K | 304.12K | 0 | 0 |
| Mar 31, 2025 | QUARRY LP | 0.06% | 32.5K | 313.63K | 0 | 0 |
| Mar 31, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.08% | 44.29K | 427.35K | 0 | 0 |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.08% | 45.08K | 434.99K | -3.85K | -7.87% |
| Mar 31, 2025 | IBEX WEALTH ADVISORS | 0.17% | 96K | 926.37K | 6.87K | +7.71% |
| Mar 31, 2025 | SMITH, MOORE & CO. | 0.19% | 107.57K | 1.04M | 2.59K | +2.47% |
| Mar 31, 2025 | DAKOTA WEALTH MANAGEMENT | 0.24% | 131.47K | 1.27M | -52.07K | -28.37% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.24% | 132.52K | 1.28M | 26.03K | +24.44% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.25% | 138.58K | 1.34M | 1.54K | +1.12% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.26% | 143.95K | 1.39M | -3.23K | -2.19% |
| Mar 31, 2025 | UBS GROUP AG | 1.77% | 980.22K | 9.46M | 123.81K | +14.46% |
| Mar 31, 2025 | PATHSTONE HOLDINGS, LLC | 1.18% | 653.33K | 6.37M | -170.58K | -20.70% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 2.9% | 1.6M | 15.49M | -149.32K | -8.51% |
| Mar 31, 2025 | MORGAN STANLEY | 1.62% | 899.99K | 8.68M | 72.7K | +8.79% |
| Mar 31, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 2.09% | 1.16M | 11.17M | 16.99K | +1.49% |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 2.1% | 1.16M | 11.24M | 97.86K | +9.17% |
| Mar 31, 2025 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.05% | 28.55K | 275.47K | -18K | -38.67% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.09% | 50.96K | 491.72K | 8.04K | +18.73% |
| Mar 31, 2025 | INVESCO LTD. | 0.27% | 147.05K | 1.42M | 44.06K | +42.78% |
| Mar 31, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.29% | 159.99K | 1.54M | -7.78K | -4.64% |
| Mar 31, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.31% | 170.57K | 1.65M | 3.85K | +2.31% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.44% | 242.91K | 2.34M | 12.68K | +5.51% |
| Mar 31, 2025 | VAN ECK ASSOCIATES CORP | 0.61% | 335.59K | 3.24M | -78.39K | -18.93% |
| Mar 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.68% | 374.51K | 3.61M | 52.67K | +16.37% |
| Mar 31, 2025 | FIERA CAPITAL CORP | 0.97% | 534.79K | 5.16M | -35.45K | -6.22% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.98% | 542.28K | 5.23M | 103.37K | +23.55% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 49.69K | 479K | -2.56K | -4.90% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.11% | 60.04K | 579K | -689 | -1.13% |
| Mar 31, 2025 | TYCHE WEALTH PARTNERS LLC | 0.13% | 69.35K | 669.27K | 16.22K | +30.54% |
| Mar 31, 2025 | MADISON PARK CAPITAL ADVISORS, LLC | 0.08% | 42.46K | 409.7K | 1.07K | +2.59% |
| Mar 31, 2025 | KARPUS MANAGEMENT, INC. | 4.01% | 2.22M | 21.42M | -305.68K | -12.10% |
| Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.11% | 61.28K | 591.37K | 905 | +1.50% |
| Mar 31, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.11% | 63.6K | 613.74K | 0 | 0 |
| Mar 31, 2025 | OPPENHEIMER & CO INC | 0.05% | 28.14K | 271.56K | -3.5K | -11.06% |
| Mar 31, 2025 | 0.06% | 32.62K | 314.82K | 32.62K | +100.00% | |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.07% | 38.58K | 372.31K | 11.32K | +41.52% |
| Mar 31, 2025 | JFS WEALTH ADVISORS, LLC | 0.26% | 144.53K | 1.39M | 167 | +0.12% |
| Mar 31, 2025 | BANK OF MONTREAL /CAN/ | 0.07% | 40.42K | 390.02K | 310 | +0.77% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.07% | 39.51K | 381.22K | 1.6K | +4.22% |
| Mar 31, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.11% | 58.45K | 564.04K | -229.63K | -79.71% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.13% | 69.79K | 673.47K | 27.26K | +64.11% |
| Mar 31, 2025 | MACKAY SHIELDS LLC | 0.59% | 325.11K | 3.14M | -3.55K | -1.08% |
| Mar 31, 2025 | STRATOS WEALTH ADVISORS, LLC | 0.37% | 205.19K | 1.98M | 2.52K | +1.24% |
| Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 1.84% | 1.02M | 9.87M | 85.28K | +9.15% |
| Mar 31, 2024 | SIT INVESTMENT ASSOCIATES INC | 3.37% | 1.86M | 18.09M | 31.66K | +1.73% |
| Mar 31, 2024 | BOKF, NA | 0.03% | 19K | 180.31K | -20K | -51.28% |
| Mar 31, 2024 | SUMMIT TRAIL ADVISORS, LLC | 0.03% | 19.09K | 185.15K | -2.37K | -11.03% |
| Mar 31, 2024 | PENBROOK MANAGEMENT LLC | 0.04% | 20K | 194K | 0 | 0 |
| Mar 31, 2024 | COMPASS FINANCIAL GROUP, INC/SD | 0.04% | 24.35K | 236.19K | 0 | 0 |
| Mar 31, 2024 | SIMON QUICK ADVISORS, LLC | 0.05% | 25.79K | 250.2K | 3.01K | +13.23% |
| Mar 31, 2024 | NINE MASTS CAPITAL LTD | 0.05% | 26K | 252.22K | 26K | +100.00% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.05% | 27.5K | 266.71K | -2 | -0.01% |
| Mar 31, 2024 | MELFA WEALTH MANAGEMENT, LLC | 0.06% | 31.52K | 305.7K | 161 | +0.51% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.06% | 34.33K | 323.3K | -29.47K | -46.19% |
| Mar 31, 2024 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.07% | 36.05K | 349.65K | 0 | 0 |
| Mar 31, 2024 | INVESCO LTD. | 0.07% | 41.35K | 401.07K | 41.35K | +100.00% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.09% | 50.43K | 489.14K | 9.7K | +23.83% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 52.06K | 505K | -924 | -1.74% |
| Mar 31, 2024 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.1% | 55.31K | 536.47K | -2.5K | -4.32% |
| Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.1% | 55.75K | 614.37K | -16.02K | -22.33% |
| Mar 31, 2024 | RIVERBRIDGE PARTNERS LLC | 0.1% | 56.96K | 552.5K | -1.12K | -1.92% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.11% | 59.68K | 578.84K | -3.01K | -4.81% |
| Mar 31, 2024 | FORT POINT CAPITAL PARTNERS LLC | 0.13% | 73.91K | 716.97K | 57.24K | +343.29% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.14% | 78.16K | 758.11K | -1.96K | -2.44% |
| Mar 31, 2024 | SEAMOUNT FINANCIAL GROUP INC | 0.15% | 80.57K | 781.54K | 0 | 0 |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.15% | 80.65K | 782.32K | 11K | +15.79% |
| Mar 31, 2024 | WOLVERINE ASSET MANAGEMENT LLC | 0.17% | 94.41K | 915.75K | 49.53K | +110.37% |
| Mar 31, 2024 | MATISSE CAPITAL | 0.18% | 97.31K | 943.91K | 97.31K | +100.00% |
| Mar 31, 2024 | DAKOTA WEALTH MANAGEMENT | 0.2% | 110.68K | 1.07M | 4.44K | +4.18% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.21% | 114.61K | 1.11M | 114.61K | +100.00% |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.21% | 118.58K | 1.15M | -24.17K | -16.93% |
| Mar 31, 2024 | BLACKROCK INC. | 0.22% | 122.15K | 1.18M | 0 | 0 |
| Mar 31, 2024 | ADVISORS ASSET MANAGEMENT, INC. | 0.32% | 176.75K | 1.71M | 85.24K | +93.15% |
| Mar 31, 2024 | KARPUS MANAGEMENT, INC. | 4.89% | 2.7M | 26.23M | 628.7K | +30.30% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.49% | 272.89K | 2.65M | -3.82K | -1.38% |
| Mar 31, 2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.53% | 294.35K | 2.86M | 19.6K | +7.13% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.59% | 325.64K | 3.16M | -313 | -0.10% |
| Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 0.61% | 336.49K | 3.26M | -15.05K | -4.28% |
| Mar 31, 2024 | VAN ECK ASSOCIATES CORP | 0.8% | 441.67K | 4.28M | 22.9K | +5.47% |
| Mar 31, 2024 | ROBINSON CAPITAL MANAGEMENT, LLC | 1.11% | 614.4K | 5.77M | 99.44K | +19.31% |
| Mar 31, 2024 | TYCHE WEALTH PARTNERS LLC | 0.14% | 75.12K | 728.65K | 10 | +0.01% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.25% | 140.99K | 1.37M | -3.96K | -2.73% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.27% | 150.01K | 1.46M | 4.71K | +3.24% |
| Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0.28% | 154.59K | 1.5M | 3.96K | +2.63% |
| Mar 31, 2024 | HUNTINGTON NATIONAL BANK | 0.02% | 12.53K | 121.5K | -62 | -0.49% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.02% | 13.12K | 127.24K | -5.72K | -30.38% |
| Mar 31, 2024 | LOGAN STONE CAPITAL, LLC | 1.33% | 737.74K | 7.16M | 102.65K | +16.16% |
| Mar 31, 2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 3.05% | 1.69M | 16.36M | 0 | 0 |
| Mar 31, 2024 | SABA CAPITAL MANAGEMENT, L.P. | 4.54% | 2.51M | 24.39M | 2.51M | +100.00% |
| Mar 31, 2024 | 0.03% | 14K | 135.8K | 14K | +100.00% | |
| Mar 31, 2024 | RELYEA ZUCKERBERG HANSON LLC | 0.03% | 14.54K | 141.03K | 0 | 0 |
| Mar 31, 2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.03% | 14.58K | 141.43K | 14.58K | +100.00% |
| Mar 31, 2024 | BEVERLY HILLS PRIVATE WEALTH, LLC | 0.03% | 14.71K | 142.71K | 14.71K | +100.00% |
| Mar 31, 2024 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.03% | 15.4K | 149.38K | 0 | 0 |
| Mar 31, 2024 | MOODY NATIONAL BANK TRUST DIVISION | 0.03% | 15.47K | 150.01K | -4.68K | -23.24% |
| Mar 31, 2024 | MADISON PARK CAPITAL ADVISORS, LLC | 0.03% | 16.32K | 158.26K | 16 | +0.10% |
| Mar 31, 2024 | FIERA CAPITAL CORP | 1.49% | 822.44K | 7.98M | -230.68K | -21.90% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.29% | 158.46K | 1.54M | 3.07K | +1.98% |
| Mar 31, 2024 | CAPITAL INVESTMENT ADVISORS, LLC | 0.31% | 170.45K | 1.65M | 11.45K | +7.20% |
| Mar 31, 2024 | AQR ARBITRAGE LLC | 0.78% | 431.85K | 4.19M | -452 | -0.10% |
| Mar 31, 2024 | MORGAN STANLEY | 1.12% | 622.12K | 6.03M | 10.65K | +1.74% |
| Mar 31, 2024 | UBS GROUP AG | 1.63% | 899.21K | 8.72M | 2.51K | +0.28% |
| Dec 31, 2023 | 0.05% | 29.3K | 279.19K | 29.3K | +100.00% | |
| Dec 31, 2023 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.07% | 36.05K | 343.52K | 36.05K | +100.00% |
| Dec 31, 2023 | BOKF, NA | 0.07% | 39K | 371.67K | 0 | 0 |
| Dec 31, 2023 | KARPUS MANAGEMENT, INC. | 3.76% | 2.08M | 19.78M | -844.91K | -28.93% |
| Dec 31, 2023 | SIT INVESTMENT ASSOCIATES INC | 3.32% | 1.83M | 17.47M | -208.23K | -10.20% |
| Dec 31, 2023 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 3.06% | 1.69M | 16.07M | 635.68K | +60.51% |
| Dec 31, 2023 | FIERA CAPITAL CORP | 1.91% | 1.05M | 10.04M | 1.05M | +100.00% |
| Dec 31, 2023 | GUGGENHEIM CAPITAL LLC | 1.69% | 932.28K | 8.88M | 156.38K | +20.16% |
| Dec 31, 2023 | UBS GROUP AG | 1.63% | 896.7K | 8.55M | -178.11K | -16.57% |
| Dec 31, 2023 | LOGAN STONE CAPITAL, LLC | 1.15% | 635.09K | 6.05M | 424.48K | +201.55% |
| Dec 31, 2023 | MORGAN STANLEY | 1.11% | 611.47K | 5.83M | -666K | -52.13% |
| Dec 31, 2023 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.93% | 514.96K | 4.9M | 222.67K | +76.18% |
| Dec 31, 2023 | AQR ARBITRAGE LLC | 0.78% | 432.31K | 4.12M | 48.56K | +12.66% |
| Dec 31, 2023 | VAN ECK ASSOCIATES CORP | 0.76% | 418.77K | 3.99M | 53.37K | +14.61% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.59% | 325.96K | 3.11M | 137.83K | +73.26% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.5% | 276.71K | 2.64M | -35.5K | -11.37% |
| Dec 31, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.5% | 274.75K | 2.62M | -512 | -0.19% |
| Dec 31, 2023 | CAPITAL INVESTMENT ADVISORS, LLC | 0.29% | 159K | 1.52M | 7.6K | +5.02% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.28% | 155.39K | 1.48M | 121.05K | +352.51% |
| Dec 31, 2023 | BAIRD FINANCIAL GROUP, INC. | 0.27% | 150.64K | 1.44M | 40.42K | +36.68% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.26% | 145.29K | 1.39M | -14.05K | -8.82% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.26% | 144.95K | 1.38M | -44.81K | -23.61% |
| Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.26% | 142.75K | 1.36M | -13.11K | -8.41% |
| Dec 31, 2023 | BLACKROCK INC. | 0.22% | 122.15K | 1.16M | -50K | -29.04% |
| Dec 31, 2023 | DAKOTA WEALTH MANAGEMENT | 0.19% | 106.23K | 1.01M | 11.27K | +11.87% |
| Dec 31, 2023 | ADVISORS ASSET MANAGEMENT, INC. | 0.17% | 91.51K | 872.1K | 91.51K | +100.00% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.15% | 80.11K | 763.47K | -2.32K | -2.81% |
| Dec 31, 2023 | BANK OF MONTREAL /CAN/ | 0.13% | 71.77K | 801K | 71.77K | +100.00% |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.13% | 69.65K | 663.77K | 69.65K | +100.00% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.12% | 63.8K | 607.99K | -2.95K | -4.42% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.11% | 62.69K | 597.41K | -9.47K | -13.13% |
| Dec 31, 2023 | RIVERBRIDGE PARTNERS LLC | 0.11% | 58.07K | 553.45K | 581 | +1.01% |
| Dec 31, 2023 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.1% | 57.81K | 550.89K | -12K | -17.19% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.1% | 52.98K | 505K | 9.89K | +22.96% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.07% | 40.72K | 379.96K | -193 | -0.47% |
| Dec 31, 2023 | PENBROOK MANAGEMENT LLC | 0.04% | 20K | 190.6K | 0 | 0 |
| Dec 31, 2023 | VIRTU FINANCIAL LLC | 0.04% | 20.11K | 192K | 9.39K | +87.67% |
| Dec 31, 2023 | MOODY NATIONAL BANK TRUST DIVISION | 0.04% | 20.15K | 191.99K | 20.15K | +100.00% |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0.08% | 44.88K | 427.68K | 27.28K | +154.95% |
| Dec 31, 2023 | SUMMIT TRAIL ADVISORS, LLC | 0.04% | 21.46K | 204.47K | 21.46K | +100.00% |
| Dec 31, 2023 | ARISTIDES CAPITAL LLC | 0.04% | 22.3K | 212.52K | 22.3K | +100.00% |
| Dec 31, 2023 | BRAMSHILL INVESTMENTS, LLC | 4.75% | 2.62M | 24.96M | 456.12K | +21.09% |
| Dec 31, 2023 | SIMON QUICK ADVISORS, LLC | 0.04% | 22.78K | 217.1K | 22.78K | +100.00% |
| Dec 31, 2023 | COMPASS FINANCIAL GROUP, INC/SD | 0.04% | 24.35K | 232.05K | 0 | 0 |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.05% | 27.5K | 262.06K | 0 | 0 |
| Dec 31, 2023 | GEOWEALTH MANAGEMENT, LLC | 0.05% | 29.3K | 279K | 29.3K | +100.00% |
| Dec 31, 2023 | MELFA WEALTH MANAGEMENT, LLC | 0.06% | 31.35K | 298.8K | 196 | +0.63% |
Among the VKQ insiders holding of N/A of the stake in company, DAMMEYER RODNEY F, director, holds the largest shares of 231.4K. DAMMEYER RODNEY F, , is the second largest VKQ insider with ownership of 66.6K shares. O'REILLY TIMOTHY M, Portfolio Manager, stands third with possession of 10.75K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| DAMMEYER RODNEY F | director | 231.4K |
| DAMMEYER RODNEY F | 66.6K | |
| O'REILLY TIMOTHY M | Portfolio Manager | 10.75K |
| CHOATE JERRY D | director | 2.4K |
| BYRON THOMAS | 1.9K | |
| WOOLSEY SUZANNE | director | 360 |
| KENNEDY R CRAIG | director | 55 |
| BANK OF AMERICA CORP /DE/ | 10 percent owner | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Nov 05, 2025 | O'REILLY TIMOTHY M | PURCHASE | 9.62 | 5.2K | 50.01K | 10.75K |
| Jun 03, 2025 | O'REILLY TIMOTHY M | PURCHASE | 9.19 | 5.4K | 49.63K | 5.4K |
| Aug 05, 2015 | DAMMEYER RODNEY F | SALE | 12.10 | 18.26K | 220.96K | 66.6K |
| Aug 04, 2015 | DAMMEYER RODNEY F | SALE | 12.20 | 15K | 182.96K | 84.86K |
| Jul 14, 2015 | BYRON THOMAS | SALE | 11.99 | 300 | 3.6K | 1.9K |
| Apr 15, 2015 | DAMMEYER RODNEY F | SALE | 12.69 | 25K | 317.25K | 87.24K |
| Aug 14, 2014 | DAMMEYER RODNEY F | PURCHASE | 12.48 | 19.93K | 248.71K | 112.24K |
| Jul 10, 2014 | DAMMEYER RODNEY F | PURCHASE | 12.23 | 20.33K | 248.64K | 92.31K |
| Dec 19, 2013 | DAMMEYER RODNEY F | PURCHASE | 11.50 | 21.76K | 250.17K | 99.86K |
| Mar 12, 2013 | WOOLSEY SUZANNE | PURCHASE | 13.86 | 360 | 4.99K | 360 |
| Mar 12, 2013 | KENNEDY R CRAIG | PURCHASE | 13.94 | 55 | 766.7 | 55 |
| Oct 20, 2011 | BANK OF AMERICA CORP /DE/ | SALE | 13.30 | 375 | 4.99K | 0 |
| May 27, 2011 | BANK OF AMERICA CORP /DE/ | SALE | 12.78 | 150 | 1.92K | 0 |
| Mar 24, 2011 | BANK OF AMERICA CORP /DE/ | SALE | 12.74 | 130 | 1.66K | 0 |
| Mar 09, 2011 | CHOATE JERRY D | PURCHASE | 12.38 | 2.4K | 29.71K | 2.4K |
| Jan 11, 2011 | BANK OF AMERICA CORP /DE/ | SALE | 12.38 | 187 | 2.32K | 0 |
| Nov 22, 2010 | BANK OF AMERICA CORP /DE/ | SALE | 13.10 | 1.57K | 20.57K | 0 |
| Nov 08, 2010 | DAMMEYER RODNEY F | PURCHASE | 14.48 | 2.74K | 39.68K | 76.59K |
| Nov 05, 2010 | DAMMEYER RODNEY F | PURCHASE | 14.48 | 17.26K | 249.91K | 73.85K |
| Oct 20, 2010 | DAMMEYER RODNEY F | PURCHASE | 14.13 | 8.7K | 122.89K | 56.59K |
| Oct 19, 2010 | DAMMEYER RODNEY F | PURCHASE | 14.13 | 8.75K | 123.63K | 47.89K |
| Aug 26, 2010 | DAMMEYER RODNEY F | PURCHASE | 14.72 | 17K | 250.17K | 52.66K |
| Aug 25, 2010 | DAMMEYER RODNEY F | PURCHASE | 14.70 | 17K | 249.87K | 39.14K |
| Jul 01, 2010 | DAMMEYER RODNEY F | PURCHASE | 13.92 | 34.4K | 478.85K | 34.4K |
| Apr 14, 2010 | BANK OF AMERICA CORP /DE/ | SALE | 13.93 | 488 | 6.8K | 0 |
| Nov 09, 2009 | BANK OF AMERICA CORP /DE/ | SALE | 12.89 | 100 | 1.29K | 0 |
| Feb 02, 2009 | DAMMEYER RODNEY F | PURCHASE | 11.54 | 200 | 2.31K | 231.4K |
| Jan 30, 2009 | DAMMEYER RODNEY F | PURCHASE | 11.68 | 14.2K | 165.89K | 231.2K |
| Jan 29, 2009 | DAMMEYER RODNEY F | PURCHASE | 11.69 | 14.2K | 165.98K | 217K |
| Jan 28, 2009 | DAMMEYER RODNEY F | PURCHASE | 11.45 | 14.2K | 162.53K | 202.8K |
| Jan 27, 2009 | DAMMEYER RODNEY F | PURCHASE | 11.13 | 14.3K | 159.17K | 188.6K |
| Jan 26, 2009 | DAMMEYER RODNEY F | PURCHASE | 10.82 | 14K | 151.52K | 174.3K |
| Jan 23, 2009 | DAMMEYER RODNEY F | PURCHASE | 10.53 | 9.4K | 98.98K | 160.3K |
| Jan 22, 2009 | DAMMEYER RODNEY F | PURCHASE | 10.55 | 9.2K | 97.09K | 150.9K |
| Jan 21, 2009 | DAMMEYER RODNEY F | PURCHASE | 11.44 | 100 | 1.14K | 131.4K |
| Jan 20, 2009 | DAMMEYER RODNEY F | PURCHASE | 10.38 | 200 | 2.08K | 121.8K |
| Dec 29, 2008 | DAMMEYER RODNEY F | PURCHASE | 9.18 | 100 | 918 | 120.34K |
| Feb 01, 2006 | KENNEDY R CRAIG | SALE | 14.39 | 162 | 2.33K | 0 |