How many institutions own BTT 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 BTT shares is 141, representing 39.05% of the company's common stock.

Who are the major shareholders selling Blackrock Municipal 2030 Target Term Trust stock?

MATISSE CAPITAL, in the last quarter, reduced its stake in BTT by -10.66% restricting it's holding to 90 thousand shares of worth nearly $2.05M. RAYMOND JAMES FINANCIAL INC also lessened -24.02% of the BTT shares from its portfolio, reducing its holding to 103.84 thousand shares of worth $2.37M. WATERFRONT WEALTH INC. also shunned BTT shares holding by -3.06% last quarter which brought its holding to 101.27 thousand shares worth $2.29M.

Investors who are buying BTT stock?

As per its latest 13F filing, DAKOTA WEALTH MANAGEMENT increased its stake in BTT by 1.58% in the last quarter. The institutional holder raised its holding to 132.26 thousand shares having worth more than $3.02M. M&T BANK CORP also added 94.14% more shares of BTT to its portfolio, raising its holding to 32.38 thousand shares of worth $739.08K. KESTRA ADVISORY SERVICES, LLC also increased its BTT shares holding by 26.07% which brought its holding to 36.43 thousand shares worth $831.21K.

BTT's major insiders: who are they?

The insider with the most stakes in BTT is Hayes Peter , at the company. Additionally, BTT stock is highly held by JAECKEL THEODORE R JR and Soccio Phillip among others.

Did an insider recently sell BTT stock?

Company executives, directors, and other insiders own N/A percent of Blackrock Municipal 2030 Target Term Trust's stock. Within the last six months, there have been 0 transaction(s) in which BTT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include ROMAGLINO CHRISTIAN, HAYES PETER, and BLACKROCK HOLDCO 2, INC..

Which insider recently purchased BTT stock?

There have been 0 transaction(s) during the past 6-months in which Blackrock Municipal 2030 Target Term Trust insiders have bought stock, totalling 0 shares

How much of BTT does insiders own?

Around 0 Blackrock Municipal 2030 Target Term Trust shares are held by insiders, which represents about N/A of BTT stock.

Who is the insider with the largest stake?

BTT , Hayes Peter holds the largest portfolio of the company's shares. BTT shares owned by Hayes total nearly 20.1 thousand.

Which institution holds the most shares in BTT?

MATISSE CAPITAL is the largest institutional owner in BTT which holds 90 thousand shares worth $2.05M or 0.14% of the total BTT shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 103.84 thousand shares representing 0.17% of the BTT ownership. DAKOTA WEALTH MANAGEMENT is the third largest stakeholder with 132.26 thousand shares or 0.21% of the ownership worth more than $3.02M.

Is Blackrock Municipal 2030 Target Term Trust 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 BTT is concerned, it is a stock which is not optionable.

Is there a short position on BTT's shares?

Number of BTT 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 BTT shares are there?

As of today, null shares of BTT are outstanding.

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

BTT 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 BTT is null.

Blackrock Municipal 2030 Target Term Trust (BTT) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

39.05% Percentage of Shares held by All Institutions

39.05% Percentage of Float held by Institutions

141

Number of Institutions Holding Shares

Institutional Ownership

About 39.05% of BTT shares are held by financial institutions. MATISSE CAPITAL is the top corporate investor, holding 90K shares valued at $2.05M. A 0.14% stake in Blackrock Municipal 2030 Target Term Trust is owned by the company. RAYMOND JAMES FINANCIAL INC owns 103.84K shares valued at $2.37M, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MATISSE CAPITAL	0.14%	90K	2.05M	-10.74K	-10.66%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	103.84K	2.37M	-32.82K	-24.02%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.21%	132.26K	3.02M	2.06K	+1.58%
Dec 31, 2025	M&T BANK CORP	0.05%	32.38K	739.08K	15.7K	+94.14%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	36.43K	831.21K	7.53K	+26.07%
Dec 31, 2025	WATERFRONT WEALTH INC.	0.16%	101.27K	2.29M	-3.2K	-3.06%
Dec 31, 2025	COLONY GROUP, LLC	0.41%	252.24K	5.76M	252.24K	+100.00%
Dec 31, 2025	NARWHAL CAPITAL MANAGEMENT	0.62%	387.7K	8.85M	-1.67K	-0.43%
Dec 31, 2025	UBS GROUP AG	1.13%	701.21K	16M	-33.92K	-4.61%
Dec 31, 2025	MORGAN STANLEY	1.99%	1.24M	28.34M	-72.55K	-5.52%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	2.19%	1.36M	31.06M	138.54K	+11.33%
Dec 31, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.17%	107.26K	2.45M	-1.17K	-1.08%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.08%	50.61K	1.15M	-11.94K	-19.08%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.08%	52.52K	1.2M	2.73K	+5.48%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.13%	80.33K	1.83M	-14.57K	-15.35%
Dec 31, 2025	LPL FINANCIAL LLC	0.69%	429.81K	9.81M	15.05K	+3.63%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.23%	766.48K	17.49M	-2.65K	-0.34%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.87%	1.17M	26.62M	-134.17K	-10.32%
Dec 31, 2025	SCARBOROUGH ADVISORS, LLC	0.19%	120.12K	2.74M	1.96K	+1.66%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	132.09K	3.01M	8.06K	+6.49%
Dec 31, 2025	ELGETHUN CAPITAL MANAGEMENT	0.22%	137.01K	3.13M	4.59K	+3.47%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.47%	290.81K	6.64M	-24.32K	-7.72%
Dec 31, 2025	ALMITAS CAPITAL LLC	2.39%	1.49M	33.91M	-53.25K	-3.46%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	7.42%	4.62M	105.4M	210.84K	+4.78%
Dec 31, 2025	PRIVATE TRUST CO NA	0.05%	30.67K	699.82K	1K	+3.37%
Dec 31, 2025	OPPENHEIMER & CO INC	0.06%	37.9K	864.9K	8.24K	+27.78%
Dec 31, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.07%	43.15K	984.7K	-653	-1.49%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.08%	51.94K	1.19M	17	+0.03%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.15%	91.66K	2.09M	-2.93K	-3.10%
Dec 31, 2025	HARA CAPITAL LLC	0.19%	120.69K	2.75M	0	0
Dec 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.21%	131.01K	2.99M	1.52K	+1.18%
Dec 31, 2025	CERITY PARTNERS LLC	0.23%	143.45K	3.27M	500	+0.35%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	156.79K	3.58M	17.52K	+12.58%
Dec 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.28%	174.69K	3.99M	13.75K	+8.54%
Dec 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.31%	190.05K	4.34M	372	+0.20%
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.33%	204.18K	4.66M	787	+0.39%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.35%	215.64K	4.92M	11.15K	+5.45%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.74%	461.07K	10.52M	-9.96K	-2.11%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.85%	528.42K	12.06M	62.3K	+13.37%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.87%	542.73K	12.39M	31.85K	+6.23%
Dec 31, 2025	SENTINEL TRUST CO LBA	0.98%	609.63K	13.91M	70.96K	+13.17%
Dec 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.06%	662.76K	15.12M	0	0
Dec 31, 2025	MACKAY SHIELDS LLC	2.19%	1.36M	31.13M	-55.77K	-3.93%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.51%	1.56M	35.61M	75.07K	+5.05%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	2.95%	1.83M	41.85M	-428.09K	-18.92%
Dec 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.11%	71.31K	1.63M	1.83K	+2.63%
Dec 31, 2025	COHEN & STEERS, INC.	0.08%	50K	1.14M	10K	+25.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	55.61K	1.27M	-5.41K	-8.86%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.17%	104.71K	2.39M	43	+0.04%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	105.68K	2.41M	-1.45K	-1.35%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	43.25K	987.02K	225	+0.52%
Dec 31, 2025	SEVEN MILE ADVISORY	0.07%	43.3K	988.18K	0	0
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.07%	43.63K	995.68M	43.63K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	44.13K	1.01M	12.4K	+39.07%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.07%	45.82K	1.05M	31	+0.07%
Dec 31, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.07%	46.49K	1.06M	0	0
Dec 31, 2025	IEQ CAPITAL, LLC	0.08%	47.38K	1.08M	-26.48K	-35.85%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.08%	49.69K	1.13M	385	+0.78%
Dec 31, 2025	SEED WEALTH MANAGEMENT, INC.	0.1%	59.17K	1.35M	-450	-0.75%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	73.95K	1.69M	4.66K	+6.73%
Dec 31, 2025	GRIDIRON PARTNERS, LLC	0.12%	77.26K	1.76M	-1.79M	-95.87%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.13%	78.63K	1.79M	43.48K	+123.71%
Dec 31, 2025	ROYAL BANK OF CANADA	0.13%	80.83K	1.85M	-1.7K	-2.06%
Dec 31, 2025	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0.14%	85.34K	1.95M	2	0.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.17%	769.13K	17.27M	-5.4K	-0.70%
Sep 30, 2025	MACKAY SHIELDS LLC	2.16%	1.42M	31.89M	-144.01K	-9.21%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.26%	1.49M	33.36M	78.6K	+5.59%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	2.85%	1.87M	1.74M	1.79M	+2,363.87%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	3.45%	2.26M	50.81M	138.44K	+6.52%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.08%	49.3K	1.11M	13.25K	+36.76%
Sep 30, 2025	MORGAN STANLEY	2%	1.31M	29.52M	28.12K	+2.19%
Sep 30, 2025	ALMITAS CAPITAL LLC	2.35%	1.54M	34.57M	-19K	-1.22%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	6.72%	4.41M	99M	820K	+22.85%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	61.02K	1.37M	4.92K	+8.76%
Sep 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.25%	160.94K	3.61M	-3.94K	-2.39%
Sep 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.29%	189.67K	4.26M	-11.6K	-5.76%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.31%	203.39K	4.57M	-1.12K	-0.55%
Sep 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.2%	129.48K	2.91M	-199	-0.15%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.2%	130.2K	2.92M	41.3K	+46.46%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.31%	204.49K	4.59M	7.4K	+3.76%
Sep 30, 2025	UBS GROUP AG	1.12%	735.13K	16.51M	-54.96K	-6.96%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	1.86%	1.22M	27.46M	33.12K	+2.78%
Sep 30, 2025	WATERFRONT WEALTH INC.	0.16%	104.47K	2.36M	-3.06K	-2.84%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.16%	104.66K	2.35M	-146	-0.14%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	107.13K	2.41M	-4.27K	-3.83%
Sep 30, 2025	CERITY PARTNERS LLC	0.22%	142.95K	3.21M	0	0
Sep 30, 2025	SEED WEALTH MANAGEMENT, INC.	0.09%	59.62K	1.34M	0	0
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	0.08%	53.51K	1.2M	-823.6K	-93.90%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.41%	265.96K	5.97M	-14.33K	-5.11%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	124.04K	2.79M	-1.53K	-1.22%
Sep 30, 2025	HARA CAPITAL LLC	0.18%	120.69K	2.71M	300	+0.25%
Sep 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.07%	46.49K	1.04M	33.46K	+256.71%
Sep 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.07%	43.8K	983.83K	37	+0.08%
Sep 30, 2025	SEVEN MILE ADVISORY	0.07%	43.3K	972.6K	43.3K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	43.03K	966.4K	172	+0.40%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	43.01K	965.98K	-2.18K	-4.83%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.06%	40.93K	919.26K	941	+2.35%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.05%	35.15K	789.4K	-33.46K	-48.77%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	31.73K	712.75K	31.73K	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.05%	29.67K	666.32K	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	29.66K	666.21K	4.35K	+17.18%
Sep 30, 2025	PETRA FINANCIAL ADVISORS INC	0.04%	27.7K	622.14K	670	+2.48%
Sep 30, 2025	ANDREW HILL INVESTMENT ADVISORS, INC.	0.04%	26.15K	587.44K	-1.64K	-5.88%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	139.27K	3.13M	-20K	-12.56%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.48%	315.13K	7.08M	-12.35K	-3.77%
Sep 30, 2025	NARWHAL CAPITAL MANAGEMENT	0.59%	389.37K	8.75M	-34K	-8.03%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.08%	51.92K	1.17M	-3.25K	-5.89%
Sep 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.04%	25.99K	583.62K	0	0
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.08%	49.79K	1.12M	3.33K	+7.17%
Sep 30, 2025	ROYAL BANK OF CANADA	0.13%	82.53K	1.85M	1.14K	+1.40%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	62.55K	1.4M	1.44K	+2.35%
Sep 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.17%	108.42K	2.44M	555	+0.51%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.14%	94.9K	2.13M	6.68K	+7.57%
Sep 30, 2025	IEQ CAPITAL, LLC	0.11%	73.86K	1.66M	-5.53K	-6.96%
Sep 30, 2025	ELGETHUN CAPITAL MANAGEMENT	0.2%	132.42K	2.99M	165	+0.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	136.66K	3.07M	-3.24K	-2.31%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.98%	1.3M	29.21M	0	0
Sep 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.11%	69.49K	1.56M	-780	-1.11%
Sep 30, 2025	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0.13%	85.34K	1.92M	-7.41K	-7.99%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	69.29K	1.56M	-5.39K	-7.21%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.14%	94.59K	2.13M	-20.79K	-18.01%
Sep 30, 2025	MATISSE CAPITAL	0.15%	100.74K	2.26M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.63%	414.76K	9.32M	-36.9K	-8.17%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.71%	466.12K	10.47M	17.43K	+3.89%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.72%	471.03K	10.58M	-10	0.00%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.78%	510.89K	11.47M	135.58K	+36.13%
Sep 30, 2025	SENTINEL TRUST CO LBA	0.82%	538.67K	12.1M	-43.03K	-7.40%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.01%	662.76K	14.89M	53.7K	+8.82%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.72%	471.04K	10.31M	-4.09K	-0.86%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.07%	46.46K	1.02M	46.46K	+100.00%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.07%	45.3K	991.71K	0	0
Jun 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.07%	43.77K	958.05K	5.94K	+15.71%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	42.86K	938.12K	177	+0.41%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.06%	39.99K	875.33K	1.47K	+3.81%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.18%	774.54K	16.95M	-86.07K	-10.00%
Jun 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.93%	609.06K	13.33M	-89.22K	-12.78%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.3%	197.08K	4.31M	-4.79K	-2.37%
Jun 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.2%	129.68K	2.84M	16.27K	+14.35%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	125.57K	2.81M	-18.16K	-12.63%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	61.11K	1.34M	-351	-0.57%
Jun 30, 2025	SEED WEALTH MANAGEMENT, INC.	0.09%	59.62K	1.31M	-3.1K	-4.94%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.1%	68.6K	1.5M	-40.48K	-37.11%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.98%	1.3M	28.47M	-265.62K	-16.96%
Jun 30, 2025	NARWHAL CAPITAL MANAGEMENT	0.65%	423.36K	9.27M	52	+0.01%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.57%	375.3K	8.22M	2.03K	+0.54%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.5%	327.48K	7.17M	-440	-0.13%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.43%	280.29K	6.14M	104	+0.04%
Jun 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.31%	201.28K	4.41M	-26.1K	-11.48%
Jun 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.25%	164.88K	3.61M	-8.3K	-4.79%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	159.27K	3.49M	32.87K	+26.00%
Jun 30, 2025	SENTINEL TRUST CO LBA	0.89%	581.7K	12.73M	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0.22%	142.95K	3.13M	-500	-0.35%
Jun 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.16%	107.87K	2.36M	-1.67K	-1.52%
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	81.39K	1.78M	3.81K	+4.91%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	74.68K	1.64M	4.2K	+5.95%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.08%	55.17K	1.21M	13	+0.02%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	1.81%	1.19M	26.04M	103.14K	+9.49%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	139.9K	3.06M	1.79K	+1.30%
Jun 30, 2025	ELGETHUN CAPITAL MANAGEMENT	0.2%	132.25K	2.89M	170	+0.13%
Jun 30, 2025	LOGAN STONE CAPITAL, LLC	0.06%	37.57K	822.32K	-407.93K	-91.57%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.05%	36.05K	789.09K	36.05K	+100.00%
Jun 30, 2025	MACKAY SHIELDS LLC	2.38%	1.56M	34.23M	0	0
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.14%	1.41M	30.79M	47.51K	+3.50%
Jun 30, 2025	MORGAN STANLEY	1.96%	1.29M	28.16B	618	+0.05%
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	1.34%	877.11K	19.2M	74.53K	+9.29%
Jun 30, 2025	UBS GROUP AG	1.2%	790.09K	17.3M	60.19K	+8.25%
Jun 30, 2025	LPL FINANCIAL LLC	0.69%	451.66K	9.89M	-8.61K	-1.87%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.31%	204.52K	4.48M	-11.48K	-5.31%
Jun 30, 2025	HARA CAPITAL LLC	0.18%	120.39K	2.64M	23.06K	+23.70%
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0.18%	118.15K	2.59M	738	+0.63%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.16%	104.81K	2.29M	-400	-0.38%
Jun 30, 2025	MATISSE CAPITAL	0.15%	100.74K	2.21M	0	0
Jun 30, 2025	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0.14%	92.75K	2.03M	-10.94K	-10.55%
Jun 30, 2025	IEQ CAPITAL, LLC	0.12%	79.39K	1.74M	32.37K	+68.85%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	56.1K	1.23M	-1.46K	-2.54%
Jun 30, 2025	ALMITAS CAPITAL LLC	2.38%	1.56M	34.11M	-602	-0.04%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.18%	115.38K	2.53M	19.86K	+20.79%
Jun 30, 2025	WATERFRONT WEALTH INC.	0.16%	107.53K	2.35M	-4.72K	-4.21%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.14%	88.9K	1.95M	6.9K	+8.41%
Jun 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.11%	70.27K	1.54M	2.32K	+3.42%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	88.21K	1.93M	-2.11K	-2.34%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.12%	75.86K	1.66M	0	0
Jun 30, 2025	KARPUS MANAGEMENT, INC.	5.47%	3.59M	78.54M	575.14K	+19.09%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	3.24%	2.12M	46.49M	481.28K	+29.30%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	111.4K	2.44M	-3.26K	-2.84%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.68%	448.69K	9.82M	-8.93K	-1.95%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	1.22%	802.58K	17.04M	262.7K	+48.66%
Mar 31, 2025	NARWHAL CAPITAL MANAGEMENT	0.65%	423.31K	8.99M	-13.76K	-3.15%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	4.59%	3.01M	63.96M	199.46K	+7.09%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	2.5%	1.64M	34.91M	683.83K	+71.34%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.39%	1.57M	33.25M	-2.7K	-0.17%
Mar 31, 2025	MACKAY SHIELDS LLC	2.38%	1.56M	33.2M	162.21K	+11.57%
Mar 31, 2025	MORGAN STANLEY	1.96%	1.29M	27.3M	68.13K	+5.60%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.15%	95.52K	2.03M	16.17K	+20.38%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.13%	82K	1.74M	11.1K	+15.66%
Mar 31, 2025	ROYAL BANK OF CANADA	0.12%	77.59K	1.65M	-27.79K	-26.37%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.11%	70.53K	1.5M	13.08K	+22.77%
Mar 31, 2025	SEED WEALTH MANAGEMENT, INC.	0.1%	62.72K	1.33M	0	0
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.07%	1.36M	28.86M	23.39K	+1.75%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	1.66%	1.09M	23.06M	287.54K	+36.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.31%	860.6K	18.27M	12.58K	+1.48%
Mar 31, 2025	UBS GROUP AG	1.11%	729.9K	15.5M	-49.7K	-6.38%
Mar 31, 2025	LPL FINANCIAL LLC	0.7%	460.27K	9.77M	37.11K	+8.77%
Mar 31, 2025	AQR ARBITRAGE LLC	0.23%	153.33K	3.25M	-54.15K	-26.10%
Mar 31, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.17%	109.54K	2.33M	6.87K	+6.69%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.17%	109.08K	2.32M	-34.42K	-23.99%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.16%	105.21K	2.23M	-2.78K	-2.57%
Mar 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.1%	67.95K	1.44M	14	+0.02%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	61.46K	1.3M	-469	-0.76%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.57%	373.27K	7.92M	13.87K	+3.86%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.5%	327.92K	6.96M	12.9K	+4.10%
Mar 31, 2025	CERITY PARTNERS LLC	0.22%	143.45K	3.05M	-97.84K	-40.55%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	138.11K	2.93M	-11.44K	-7.65%
Mar 31, 2025	ELGETHUN CAPITAL MANAGEMENT	0.2%	132.08K	2.8M	-837	-0.63%
Mar 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.17%	113.41K	2.41M	12.22K	+12.08%
Mar 31, 2025	WATERFRONT WEALTH INC.	0.17%	112.25K	2.38M	-4.87K	-4.16%
Mar 31, 2025	LOGAN STONE CAPITAL, LLC	0.68%	445.49K	9.46M	-409.55K	-47.90%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.43%	280.19K	5.95M	17.36K	+6.61%
Mar 31, 2025	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0.16%	103.69K	2.2M	-10.28K	-9.02%
Mar 31, 2025	MATISSE CAPITAL	0.15%	100.74K	2.14M	0	0
Mar 31, 2025	HARA CAPITAL LLC	0.15%	97.32K	2.07M	1K	+1.04%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.14%	90.33K	1.92M	1.68K	+1.90%
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.12%	75.86K	1.61M	0	0
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.72%	475.13K	10.09M	-1.9K	-0.40%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.7%	457.62K	9.72M	-103.49K	-18.44%
Mar 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.35%	227.38K	4.83M	-6.14K	-2.63%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.33%	215.99K	4.59M	12.81K	+6.31%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.31%	201.87K	4.29M	-6.13K	-2.95%
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.06%	698.28K	14.82M	0	0
Mar 31, 2025	SENTINEL TRUST CO LBA	0.89%	581.7K	12.35M	23.55K	+4.22%
Mar 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.26%	173.18K	3.68M	25.93K	+17.61%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	143.72K	3.05M	2.26K	+1.60%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	126.41K	2.68M	25.78K	+25.61%
Mar 31, 2025	SCARBOROUGH ADVISORS, LLC	0.18%	117.42K	2.49M	1.15K	+0.99%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	114.66K	2.43M	-14.99K	-11.56%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	70.48K	1.5M	1.4K	+2.03%
Mar 31, 2024	BEVERLY HILLS PRIVATE WEALTH, LLC	0.09%	61.26K	1.29M	25.45K	+71.09%
Mar 31, 2024	MORGAN STANLEY	2.17%	1.46M	30.72M	-80.96K	-5.26%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.19%	2.14M	45.17M	0	0
Mar 31, 2024	ELDRIDGE INVESTMENT ADVISORS, INC.	0.12%	77.4K	1.63M	6.48K	+9.14%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.78%	527.34K	11.11M	7.65K	+1.47%
Mar 31, 2024	UBS GROUP AG	1.17%	789.93K	16.64M	14.72K	+1.90%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.65%	1.11M	23.36M	0	0
Mar 31, 2024	MACKAY SHIELDS LLC	2.08%	1.4M	29.52M	0	0
Mar 31, 2024	KARPUS MANAGEMENT, INC.	3.74%	2.52M	53.02M	5.16K	+0.21%
Mar 31, 2024	CWM, LLC	0.05%	30.87K	650K	52	+0.17%
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	0.05%	32.33K	680.83K	0	0
Mar 31, 2024	MALTIN WEALTH MANAGEMENT, INC.	0.05%	32.99K	694.76K	32.99K	+100.00%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	0.05%	33.22K	699.59K	33.22K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.06%	39.33K	828K	-3.09K	-7.28%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.06%	40.46K	852.12K	-467	-1.14%
Mar 31, 2024	ODER INVESTMENT MANAGEMENT, LLC	0.06%	42.2K	888.76K	1.01K	+2.45%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.07%	45.3K	954.1K	0	0
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.07%	45.58K	959.87K	-13.99K	-23.48%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.07%	46.84K	986.49K	6.46K	+16.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	48.43K	1.02M	17.05K	+54.36%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.07%	48.56K	1.02M	6.67K	+15.92%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	52.44K	1.1M	-6.59K	-11.16%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.08%	52.46K	1.1M	448	+0.86%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.08%	54.5K	1.15M	0	0
Mar 31, 2024	NINE MASTS CAPITAL LTD	0.08%	54.74K	1.15M	54.74K	+100.00%
Mar 31, 2024	PINNACLE ASSOCIATES LTD	0.08%	57.08K	1.2M	13	+0.02%
Mar 31, 2024	LEXAURUM ADVISORS, LLC	0.09%	61.52K	1.3M	-13.43K	-17.92%
Mar 31, 2024	ANCHOR INVESTMENT MANAGEMENT, LLC	0.09%	61.83K	1.3M	3.85K	+6.64%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	62.47K	1.32M	2.76K	+4.62%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	65.37K	1.38M	65.37K	+100.00%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.1%	66.14K	1.41M	-2.14K	-3.13%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.1%	69.58K	1.47M	6.08K	+9.57%
Mar 31, 2024	HARA CAPITAL LLC	0.1%	70.31K	1.48M	10.8K	+18.15%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.11%	75.86K	1.6M	0	0
Mar 31, 2024	GILL CAPITAL PARTNERS, LLC	0.13%	85.74K	1.76M	-2.6K	-2.95%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.14%	96.68K	2.04M	-5.99K	-5.84%
Mar 31, 2024	ROYAL BANK OF CANADA	0.16%	110.66K	2.33M	7.24K	+7.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.17%	111.35K	2.35M	-4.94K	-4.25%
Mar 31, 2024	WATERFRONT WEALTH INC.	0.17%	116.17K	2.38M	-2.72K	-2.29%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.19%	126.97K	2.67M	-61.88K	-32.77%
Mar 31, 2024	AMPLIUS WEALTH ADVISORS, LLC	0.2%	131.18K	2.76M	-5.19K	-3.81%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	140K	2.95M	-16.36K	-10.46%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.22%	151.18K	3.18M	35.23K	+30.38%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.26%	176.64K	3.72M	-97.09K	-35.47%
Mar 31, 2024	LPL FINANCIAL LLC	0.26%	177.26K	3.73M	-4.66K	-2.56%
Mar 31, 2024	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0.26%	178.01K	3.75M	-19.26K	-9.76%
Mar 31, 2024	JACOBI CAPITAL MANAGEMENT LLC	0.27%	179.09K	3.77M	16.06K	+9.85%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.3%	200.58K	4.22M	-4.93K	-2.40%
Mar 31, 2024	CERITY PARTNERS LLC	0.34%	228.08K	4.8M	0	0
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.34%	231.22K	4.87M	-51.37K	-18.18%
Mar 31, 2024	AQR ARBITRAGE LLC	0.35%	233.03K	4.91M	0	0
Mar 31, 2024	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.45%	305.06K	6.42M	-13.94K	-4.37%
Mar 31, 2024	SENTINEL TRUST CO LBA	0.5%	338.42K	7.13M	95.68K	+39.42%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.56%	375.06K	7.9M	-254.7K	-40.44%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.64%	428.33K	9.02M	242.07K	+129.97%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.68%	458.29K	9.65M	-27.15K	-5.59%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.72%	483.32K	10.18M	-30.66K	-5.97%
Mar 31, 2024	NARWHAL CAPITAL MANAGEMENT	0.72%	485.6K	10.23M	-47.62K	-8.93%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.73%	491.1K	10.11M	-31.37K	-6.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.69%	1.14M	23.94M	-26.19K	-2.25%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.74%	519.69K	10.81M	63.73K	+13.98%
Dec 31, 2023	NARWHAL CAPITAL MANAGEMENT	0.76%	533.22K	11.09M	-12.12K	-2.22%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.89%	629.76K	13.1M	586.09K	+1,341.95%
Dec 31, 2023	UBS GROUP AG	1.1%	775.21K	16.12M	-88.26K	-10.22%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.57%	1.11M	23.07M	49.69K	+4.69%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.65%	1.16M	24.19M	-182.9K	-13.59%
Dec 31, 2023	MACKAY SHIELDS LLC	1.99%	1.4M	29.16B	0	0
Dec 31, 2023	MORGAN STANLEY	2.18%	1.54M	32.02M	-233.8K	-13.18%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.04%	2.14M	44.61M	-16.65K	-0.77%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	3.56%	2.51M	52.25M	623.18K	+32.99%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.07%	46.61K	969.43K	20.81K	+80.65%
Dec 31, 2023	MONETA GROUP INVESTMENT ADVISORS LLC	0.07%	50.64K	1.05M	-4.02K	-7.35%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.07%	52.01K	1.08M	-1.13K	-2.13%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.74%	522.47K	10.87M	-9.49K	-1.78%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.08%	54.5K	1.13M	12.5K	+29.76%
Dec 31, 2023	PINNACLE ASSOCIATES LTD	0.08%	57.06K	1.19M	-1.96K	-3.32%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	59.03K	1.23M	-41.61K	-41.35%
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.08%	59.4K	1.24M	59.4K	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.08%	59.56K	1.24M	-166	-0.28%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	59.71K	1.24M	2.6K	+4.56%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.09%	63.51K	1.32M	-1.87K	-2.86%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.1%	68.28K	1.42M	68.28K	+100.00%
Dec 31, 2023	ELDRIDGE INVESTMENT ADVISORS, INC.	0.1%	70.92K	1.48M	70.92K	+100.00%
Dec 31, 2023	LEXAURUM ADVISORS, LLC	0.11%	74.96K	1.56M	-3.9K	-4.94%
Dec 31, 2023		0.08%	57.98K	1.21M	4.76K	+8.94%
Dec 31, 2023	ALMITAS CAPITAL LLC	0.12%	87.12K	1.81M	53.72K	+160.82%
Dec 31, 2023	GILL CAPITAL PARTNERS, LLC	0.13%	88.34K	1.84M	-117.61K	-57.10%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.15%	102.67K	2.14M	9.61K	+10.33%
Dec 31, 2023	ROYAL BANK OF CANADA	0.15%	103.43K	2.15M	16.49K	+18.97%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.16%	115.95K	2.41M	44.93K	+63.26%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.16%	116.29K	2.42M	-46.59K	-28.60%
Dec 31, 2023	WATERFRONT WEALTH INC.	0.17%	118.89K	2.47M	-4.29K	-3.48%
Dec 31, 2023	AMPLIUS WEALTH ADVISORS, LLC	0.19%	136.37K	2.84M	-13.31K	-8.89%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	156.36K	3.25M	24.71K	+18.77%
Dec 31, 2023	JACOBI CAPITAL MANAGEMENT LLC	0.23%	163.02K	3.39M	1.04K	+0.64%
Dec 31, 2023	LPL FINANCIAL LLC	0.26%	181.93K	3.78M	-16.51K	-8.32%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.26%	186.25K	3.87M	186.25K	+100.00%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.27%	188.85K	3.93M	148.41K	+366.91%
Dec 31, 2023	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0.28%	197.27K	4.1M	-3.91K	-1.95%
Dec 31, 2023	CERITY PARTNERS LLC	0.32%	228.08K	4.74M	32.27K	+16.48%
Dec 31, 2023	AQR ARBITRAGE LLC	0.33%	233.03K	4.85M	35.47K	+17.96%
Dec 31, 2023	SENTINEL TRUST CO LBA	0.34%	242.74K	5.05M	75.68K	+45.30%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0.39%	273.73K	5.69M	201.75K	+280.31%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.4%	282.59K	5.88M	-3.27K	-1.14%
Dec 31, 2023	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.45%	319K	6.64M	-62.72K	-16.43%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.69%	485.45K	10.1M	-46.73K	-8.78%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.73%	513.98K	10.69M	9.55K	+1.89%

Insiders

Among the BTT insiders holding of N/A of the stake in company, HAYES PETER, , holds the largest shares of 20.1K. JAECKEL THEODORE R JR, , is the second largest BTT insider with ownership of 1.75K shares. SOCCIO PHILLIP, , stands third with possession of 1.34K shares of that stake.

Insiders	Designation	Shares Held
HAYES PETER		20.1K
JAECKEL THEODORE R JR		1.75K
SOCCIO PHILLIP		1.34K
CASTELLANO MICHAEL J	director	800
CAVANAGH RICHARD	director	500
KALINOSKI MICHAEL		200
WELLS FARGO BANK N A	10 percent owner	150
KESTER W CARL	director	100
GABBAY HENRY	director	100
HARRIS STAYCE D.	director	10
ROMAGLINO CHRISTIAN	Portfolio Manager	0
BLACKROCK HOLDCO 2, INC.		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 29, 2024	HARRIS STAYCE D.	PURCHASE	21.14	10	211.35	10
Jan 25, 2024	ROMAGLINO CHRISTIAN	SALE	21.12	1.52K	32.08K	0
Jan 21, 2022	HAYES PETER	PURCHASE	25.02	10K	250.18K	20.1K
Jan 16, 2019	GABBAY HENRY	PURCHASE	21.55	90	1.94K	100
Jan 15, 2019	GABBAY HENRY	PURCHASE	21.42	10	214.2	10
Feb 26, 2018	HAYES PETER	PURCHASE	21.35	5.74K	122.52K	10.1K
Oct 06, 2017	CAVANAGH RICHARD	PURCHASE	22.64	500	11.32K	500
Jan 25, 2017	SOCCIO PHILLIP	PURCHASE	22.55	310	6.99K	1.34K
Dec 06, 2016	HAYES PETER	SALE	21.74	1.2K	26.09K	4.36K
Jun 24, 2016	SOCCIO PHILLIP	PURCHASE	24.00	100	2.4K	1K
Apr 13, 2016	SOCCIO PHILLIP	PURCHASE	23.19	324	7.51K	899
Apr 12, 2016	SOCCIO PHILLIP	PURCHASE	23.45	100	2.35K	575
Mar 04, 2015	BLACKROCK HOLDCO 2, INC.	SALE	20.97	5.57K	116.81K	0
Jan 08, 2015	KESTER W CARL	PURCHASE	20.55	100	2.06K	100
Sep 13, 2013	JAECKEL THEODORE R JR	PURCHASE	17.20	1.75K	30.1K	1.75K
Sep 10, 2013	HAYES PETER	PURCHASE	17.26	4.36K	75.25K	5.56K
Feb 20, 2013	WELLS FARGO BANK N A	PURCHASE	5000000.00	50	250M	150
Jan 30, 2013	WELLS FARGO BANK N A	PURCHASE	5000000.00	50	250M	100
Dec 27, 2012	KALINOSKI MICHAEL	PURCHASE	22.98	200	4.6K	200
Nov 05, 2012	SOCCIO PHILLIP	PURCHASE	24.69	400	9.87K	400
Sep 19, 2012	CASTELLANO MICHAEL J	PURCHASE	25.10	800	20.08K	800
Aug 29, 2012	HAYES PETER	PURCHASE	24.97	1.2K	29.96K	1.2K

Frequently Asked Questions