How many institutions own EVT 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 EVT shares is 155, representing 18.47% of the company's common stock.

Who are the major shareholders selling Eaton Vance Tax-Advantaged Dividend Income Fund stock?

ROCKEFELLER CAPITAL MANAGEMENT L.P., in the last quarter, reduced its stake in EVT by -1.47% restricting it's holding to 206.09 thousand shares of worth nearly $5.19M. SUMMIT FINANCIAL, LLC also lessened -9.1% of the EVT shares from its portfolio, reducing its holding to 17.03 thousand shares of worth $428.92K. SUMMIT INVESTMENT ADVISORY SERVICES, LLC also shunned EVT shares holding by -0.21% last quarter which brought its holding to 19.46 thousand shares worth $489.90K.

Investors who are buying EVT stock?

As per its latest 13F filing, FIRST TRUST ADVISORS LP increased its stake in EVT by 4.66% in the last quarter. The institutional holder raised its holding to 145.88 thousand shares having worth more than $3.67M. CETERA INVESTMENT ADVISERS also added 1.16% more shares of EVT to its portfolio, raising its holding to 150.65 thousand shares of worth $3.79M. SHAKER FINANCIAL SERVICES, LLC also increased its EVT shares holding by 110.07% which brought its holding to 171.31 thousand shares worth $4.31M.

EVT's major insiders: who are they?

The insider with the most stakes in EVT is RICHARDSON DUNCAN W , at the company. Additionally, EVT stock is highly held by Trustee QUINTON KEITH and Secretary DYNNER ALAN R among others.

Did an insider recently sell EVT stock?

Company executives, directors, and other insiders own N/A percent of Eaton Vance Tax-Advantaged Dividend Income Fund's stock. Within the last six months, there have been 1 transaction(s) in which EVT insiders have sold stock, totaling 1.06K shares. Insiders that have sold shares include DIGREGORIO DEREK and DUNN AARON.

Which insider recently purchased EVT stock?

There have been 0 transaction(s) during the past 6-months in which Eaton Vance Tax-Advantaged Dividend Income Fund insiders have bought stock, totalling 0 shares

How much of EVT does insiders own?

Around 1 Eaton Vance Tax-Advantaged Dividend Income Fund shares are held by insiders, which represents about N/A of EVT stock.

Who is the insider with the largest stake?

EVT , RICHARDSON DUNCAN W holds the largest portfolio of the company's shares. EVT shares owned by RICHARDSON total nearly 13.5 thousand.

Which institution holds the most shares in EVT?

FIRST TRUST ADVISORS LP is the largest institutional owner in EVT which holds 145.88 thousand shares worth $3.67M or 0.2% of the total EVT shares outstanding followed by CETERA INVESTMENT ADVISERS with ownership of 150.65 thousand shares representing 0.2% of the EVT ownership. SHAKER FINANCIAL SERVICES, LLC is the third largest stakeholder with 171.31 thousand shares or 0.23% of the ownership worth more than $4.31M.

Is Eaton Vance Tax-Advantaged Dividend Income Fund stock optionable?

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

Is there a short position on EVT's shares?

Number of EVT 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 EVT shares are there?

As of today, null shares of EVT are outstanding.

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

EVT 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 EVT is null.

Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) 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

18.47% Percentage of Shares held by All Institutions

18.47% Percentage of Float held by Institutions

155

Number of Institutions Holding Shares

Institutional Ownership

About 18.47% of EVT shares are held by financial institutions. FIRST TRUST ADVISORS LP is the top corporate investor, holding 145.88K shares valued at $3.67M. A 0.2% stake in Eaton Vance Tax-Advantaged Dividend Income Fund is owned by the company. CETERA INVESTMENT ADVISERS owns 150.65K shares valued at $3.79M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.2%	145.88K	3.67M	6.5K	+4.66%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	150.65K	3.79M	1.73K	+1.16%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.23%	171.31K	4.31M	89.76K	+110.07%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	206.09K	5.19M	-3.08K	-1.47%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.48%	360.62K	9.08M	10.99K	+3.14%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.02%	16.86K	424.63K	3.28K	+24.18%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.02%	17.03K	428.92K	-1.71K	-9.10%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.02%	17.14K	431.8K	17.14K	+100.00%
Dec 31, 2025	DAVENPORT & CO LLC	0.03%	18.9K	475.88K	0	0
Dec 31, 2025	JGP WEALTH MANAGEMENT, LLC	0.03%	18.94K	476.86K	18.94K	+100.00%
Dec 31, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.03%	19.46K	489.9K	-41	-0.21%
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.03%	19.5K	491.01K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	19.74K	496.93K	6.98K	+54.77%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.03%	20.76K	522.66K	5.05K	+32.14%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.12%	88.67K	2.23M	6.61K	+8.06%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	95.26K	2.4M	988	+1.05%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.15%	115.24K	2.9M	-6.54K	-5.37%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	119.56K	3.01M	-84.21K	-41.33%
Dec 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.18%	132.48K	3.24M	-6.51K	-4.68%
Dec 31, 2025	MORGAN STANLEY	1.27%	946.95K	23.84M	6.11K	+0.65%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.51%	378.71K	9.54M	1.31K	+0.35%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	0.58%	430.28K	10.83M	-182.67K	-29.80%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	55.29K	1.39M	3.45K	+6.65%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	75.03K	1.89M	4.34K	+6.14%
Dec 31, 2025	1776 WEALTH LLC	0.1%	76.29K	1.92M	636	+0.84%
Dec 31, 2025		0.1%	77.01K	1.94M	-879	-1.13%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	1.06%	790.12K	19.9M	-6.9K	-0.87%
Dec 31, 2025	UBS GROUP AG	1.13%	838.7K	21.12M	-28.7K	-3.31%
Dec 31, 2025	MARINER, LLC	0.06%	44.56K	1.12M	3.08K	+7.43%
Dec 31, 2025	LPL FINANCIAL LLC	0.68%	505.97K	12.74M	42.53K	+9.18%
Dec 31, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.41%	309.13K	7.78M	5.84K	+1.93%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.6%	446.35K	11.24M	8.11K	+1.85%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.04%	26.83K	675.66K	-934	-3.36%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.04%	29.22K	735.71K	29.22K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	31.82K	801.33K	1.05K	+3.42%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.96%	716.78K	18.05M	36.39K	+5.35%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.23%	916.38K	23.07M	-18.86K	-2.02%
Dec 31, 2025	SHIKIAR ASSET MANAGEMENT INC	0.03%	20K	504K	0	0
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.03%	21.72K	546.82K	-1.78K	-7.57%
Dec 31, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.03%	21.77K	548.14K	0	0
Dec 31, 2025	DENVER WEALTH MANAGEMENT, INC.	0.03%	21.93K	552.25K	-111	-0.50%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.03%	22.51K	566.68K	0	0
Dec 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.03%	24.59K	619.15K	0	0
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.03%	24.78K	624.04K	-1.47K	-5.61%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	26.8K	674.75K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.35%	1M	25.25M	115.92K	+13.07%
Dec 31, 2025	RICHMOND INVESTMENT SERVICES, LLC	0.04%	33.46K	842.44K	-1.35K	-3.89%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	36.24K	912.57K	575	+1.61%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.05%	37.36K	940.6K	-500	-1.32%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	193.5K	4.97M	-932	-0.48%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	206.19K	5.19M	20.47K	+11.02%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.36%	265.57K	6.69M	9.68K	+3.78%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	268.99K	6.77M	28.24K	+11.73%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.06%	41.55K	1.05M	10.55K	+34.02%
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.06%	44.8K	1.13M	3.39K	+8.18%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.06%	47.47K	1.2M	-331	-0.69%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	50.39K	1.27M	-2.49K	-4.71%
Dec 31, 2025	ACCEL WEALTH MANAGEMENT	0.11%	83.28K	2.1M	-12.64K	-13.18%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.11%	84.99K	2.14M	-2.58K	-2.95%
Dec 31, 2025	MRA ADVISORY GROUP	0.12%	86.42K	2.18M	1.8K	+2.12%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	109.57K	2.76M	0	0
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	134.11K	3.38M	71.41K	+113.91%
Dec 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.05%	783.6K	19.73M	-4.06K	-0.52%
Dec 31, 2025	JOEL ISAACSON & CO., LLC	1%	745.25K	18.77M	115.47K	+18.34%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.07%	51.79K	1.3M	-2.68K	-4.92%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.04%	26.09K	656.82K	100	+0.38%
Dec 31, 2025	ROYAL BANK OF CANADA	0.3%	223.58K	5.63M	5.72K	+2.63%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.07%	52.21K	1.31M	45.91K	+729.11%
Sep 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.02%	16.64K	406.78K	-400	-2.35%
Sep 30, 2025	HERITAGE TRUST CO	0.02%	15.88K	388.14K	987	+6.63%
Sep 30, 2025	OPPENHEIMER & CO INC	0.02%	16.71K	408.56K	-13.14K	-44.01%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.34%	255.88K	6.26M	4.13K	+1.64%
Sep 30, 2025	DAVENPORT & CO LLC	0.03%	18.9K	462.08K	0	0
Sep 30, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.03%	19.5K	476.7K	-12.29K	-38.67%
Sep 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.03%	19.5K	476.78K	4K	+25.81%
Sep 30, 2025	SHIKIAR ASSET MANAGEMENT INC	0.03%	20K	489K	20K	+100.00%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.05%	37.86K	925.56K	0	0
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.06%	41.41K	1.01M	2.93K	+7.61%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	70.68K	1.73M	43	+0.06%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.11%	81.55K	1.99M	-36.37K	-30.84%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.19%	139.38K	3.41M	15.12K	+12.17%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	148.92K	3.64M	24.95K	+20.12%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	185.72K	4.54M	8.23K	+4.63%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.59%	438.24K	10.72M	95.65K	+27.92%
Sep 30, 2025	LPL FINANCIAL LLC	0.62%	463.44K	11.33M	29.02K	+6.68%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.84%	629.77K	15.4M	-29.14K	-4.42%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.91%	680.39K	16.64M	5.13K	+0.76%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.06%	787.66K	19.26M	-45.78K	-5.49%
Sep 30, 2025	UBS GROUP AG	1.16%	867.39K	21.21M	-16.39K	-1.85%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.25%	935.24K	22.87M	7.79K	+0.84%
Sep 30, 2025	MARINER, LLC	0.06%	41.48K	1.01M	3.86K	+10.26%
Sep 30, 2025	COHEN & STEERS, INC.	0.06%	45.41K	1.11M	-72K	-61.32%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	51.84K	1.27M	1.92K	+3.85%
Sep 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.19%	138.98K	3.35M	-9.86K	-6.62%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.04%	26.26K	641.94K	3.79K	+16.84%
Sep 30, 2025	ROYAL BANK OF CANADA	0.29%	217.86K	5.33M	6.44K	+3.05%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	240.75K	5.87M	13.68K	+6.02%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.33%	247.12K	6.04M	4.98K	+2.05%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	349.63K	8.55M	38.24K	+12.28%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	0.82%	612.94K	14.99M	-16.45K	-2.61%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	1.07%	797.02K	19.49M	46.68K	+6.22%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.19%	886.73K	21.68M	57.48K	+6.93%
Sep 30, 2025	MORGAN STANLEY	1.26%	940.84K	23M	10.21K	+1.10%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	52.88K	1.29M	4.5K	+9.30%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	54.46K	1.33M	-1.34K	-2.39%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	62.69K	1.48M	20.29K	+47.86%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.12%	87.58K	2.14M	37.25K	+74.03%
Sep 30, 2025	1776 WEALTH LLC	0.1%	75.65K	1.85M	3.04K	+4.19%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	194.43K	4.79M	-5.05K	-2.53%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	203.77K	4.98M	460	+0.23%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.06%	47.81K	1.17M	-80	-0.17%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	209.17K	5.11M	-8.22K	-3.78%
Sep 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.41%	303.28K	7.42M	2.76K	+0.92%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.51%	377.4K	9.23M	19.61K	+5.48%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.11%	82.06K	2.01M	15.14K	+22.62%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	26.8K	655.19K	0	0
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.04%	27.77K	678.9K	-60	-0.22%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	30.77K	752.33K	3.95K	+14.74%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.04%	31K	758K	1.48K	+5.02%
Sep 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	0.05%	34.81K	851.08K	126	+0.36%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	35.67K	872.07K	559	+1.59%
Sep 30, 2025	MRA ADVISORY GROUP	0.11%	84.62K	2.07M	-779	-0.91%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	0.12%	85.71K	2.1M	-98.97K	-53.59%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	94.28K	2.31M	1.26K	+1.35%
Sep 30, 2025	ACCEL WEALTH MANAGEMENT	0.13%	95.92K	2.35M	-12.72K	-11.71%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	109.57K	2.68M	27.89K	+34.14%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.16%	121.78K	2.98M	8.58K	+7.58%
Sep 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.03%	21.77K	532.25K	0	0
Sep 30, 2025	DENVER WEALTH MANAGEMENT, INC.	0.03%	22.04K	538.95K	-646	-2.85%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.03%	23.5K	574.45K	-756	-3.12%
Sep 30, 2025	RFG ADVISORY, LLC	0.03%	23.53K	575.37K	-1.37K	-5.50%
Sep 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.03%	24.59K	601.2K	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.03%	25.99K	635.33K	4.45K	+20.66%
Sep 30, 2025		0.1%	77.89K	1.9M	77.89K	+100.00%
Sep 30, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.02%	14.34K	350.71K	-7	-0.05%
Sep 30, 2025	INVESCO LTD.	0.02%	14.97K	366.07K	-5.34K	-26.29%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.02%	15.71K	384.06K	2.81K	+21.74%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	217.39K	5.24M	-1.81K	-0.82%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.09%	66.92K	1.61M	8.07K	+13.71%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.07%	55.8K	1.34M	2.13K	+3.96%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	48.38K	1.17M	935	+1.97%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.06%	47.89K	1.15M	3.65K	+8.26%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.06%	42.4K	1.02M	26.4K	+164.93%
Jun 30, 2025	OPPENHEIMER & CO INC	0.04%	29.85K	719.31K	11.68K	+64.29%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	26.82K	646.29K	-987	-3.55%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	26.8K	645.81K	-3.33K	-11.06%
Jun 30, 2025	RFG ADVISORY, LLC	0.03%	24.9K	600.11K	-8.16K	-24.68%
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.03%	24.59K	592.6K	0	0
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.03%	24.25K	584.44K	-1.83K	-7.00%
Jun 30, 2025	DENVER WEALTH MANAGEMENT, INC.	0.03%	22.69K	546.8K	-492	-2.12%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.03%	22.51K	542.37M	22.51K	+100.00%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.03%	22.47K	541.54K	11.38K	+102.62%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.03%	21.54K	518.99K	2.7K	+14.34%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.03%	21.26K	512.47K	0	0
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.03%	20K	482K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.03%	19.91K	479.81K	608	+3.15%
Jun 30, 2025	DAVENPORT & CO LLC	0.03%	18.9K	455.47K	-800	-4.06%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.03%	18.74K	451.63K	18.74K	+100.00%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.02%	17.13K	412.88K	17.13K	+100.00%
Jun 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.02%	17.04K	410.59K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.28%	211.43K	5.1M	21	+0.01%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	203.31K	4.9M	5.77K	+2.92%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	177.5K	4.28M	-543	-0.30%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.15%	113.2K	2.73M	5.17K	+4.79%
Jun 30, 2025	AQR ARBITRAGE LLC	0.12%	89.73K	2.16M	-99.79K	-52.65%
Jun 30, 2025	MRA ADVISORY GROUP	0.11%	85.4K	2.06M	2.91K	+3.53%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.11%	81.68K	1.97M	81.68K	+100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.09%	69.06K	1.66M	5.33K	+8.37%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	49.92K	1.2M	303	+0.61%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.05%	37.86K	912.31K	0	0
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	35.11K	846.1K	474	+1.37%
Jun 30, 2025		0.05%	34.68K	835.88K	17.41K	+100.75%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.04%	27.83K	670.63K	0	0
Jun 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.2%	148.84K	3.46M	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	123.97K	2.99M	3.94K	+3.28%
Jun 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.05%	38.48K	927.44K	4.69K	+13.88%
Jun 30, 2025	LPL FINANCIAL LLC	0.58%	434.42K	10.47M	6.74K	+1.58%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.48%	357.8K	8.62M	-19.1K	-5.07%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.46%	342.6K	8.26M	2.29K	+0.67%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.42%	311.39K	7.51M	33.19K	+11.93%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.34%	251.75K	6.07M	2.62K	+1.05%
Jun 30, 2025	MORGAN STANLEY	1.25%	930.63K	22.43B	-7.3K	-0.78%
Jun 30, 2025	COLONY GROUP, LLC	0.02%	16.86K	406.38K	-8.05K	-32.31%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.24%	927.45K	22.35M	17.55K	+1.93%
Jun 30, 2025	UBS GROUP AG	1.19%	883.79K	21.3M	-41.52K	-4.49%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.12%	833.44K	20.09M	4.25K	+0.51%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.11%	829.25K	19.98M	121.42K	+17.15%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	1.01%	750.34K	18.08M	198.57K	+35.99%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.91%	675.26K	16.27M	-7.14K	-1.05%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.88%	658.91K	15.88M	-24.35K	-3.56%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0.84%	629.39K	15.17M	-5.92K	-0.93%
Jun 30, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.04%	31.79K	766.09K	-4.77K	-13.06%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.32%	242.14K	5.84M	134.47K	+124.90%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	227.07K	5.47M	16.06K	+7.61%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.4%	300.53K	7.24M	-34.03K	-10.17%
Jun 30, 2025	MARINER, LLC	0.05%	37.62K	906.7K	249	+0.67%
Jun 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	0.05%	34.68K	835.88K	17.41K	+100.75%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.04%	29.52K	711.41K	14.84K	+101.14%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.25%	184.68K	4.45M	-102.51K	-35.69%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	199.48K	4.87M	26.56K	+15.36%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.17%	124.26K	2.99M	3.13K	+2.58%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.16%	117.92K	2.84M	-170.65K	-59.14%
Jun 30, 2025	COHEN & STEERS, INC.	0.16%	117.41K	2.83M	-99.92K	-45.98%
Jun 30, 2025	ACCEL WEALTH MANAGEMENT	0.15%	108.64K	2.62M	-1.4K	-1.27%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	93.02K	2.24M	-8.34K	-8.23%
Jun 30, 2025	1776 WEALTH LLC	0.1%	72.61K	1.75M	-601	-0.82%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	70.64K	1.7M	-18.36K	-20.63%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.37%	278.2K	6.47M	15.62K	+5.95%
Mar 31, 2025	RFG ADVISORY, LLC	0.04%	33.06K	769.28K	-3.89K	-10.53%
Mar 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.05%	33.79K	786.34K	5.37K	+18.91%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	27.8K	647K	13.09K	+88.99%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.04%	27.83K	647.53K	-2.7K	-8.84%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	0.85%	635.31K	14.78M	-26.46K	-4.00%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.74%	551.77K	12.84M	-35.35K	-6.02%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.22%	909.9K	21.17M	29.5K	+3.35%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.11%	829.19K	19.3M	-7.26K	-0.87%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.07%	53.67K	1.25M	3.58K	+7.15%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.08%	58.85K	1.37M	9.56K	+19.40%
Mar 31, 2025	CORNERSTONE ADVISORS, LLC	0.39%	287.2K	6.68M	-241.95K	-45.72%
Mar 31, 2025	MARINER, LLC	0.05%	37.37K	869.67K	2.85K	+8.26%
Mar 31, 2025	ROYAL BANK OF CANADA	0.28%	211.4K	4.92M	-9.57K	-4.33%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	219.2K	5.1M	26.77K	+13.91%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.39%	288.57K	6.72M	106.9K	+58.84%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	34.63K	805.93K	3.41K	+10.91%
Mar 31, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.05%	36.56K	850.81K	138	+0.38%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	211.02K	4.91M	-17.67K	-7.73%
Mar 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.05%	37.86K	880.89K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	120.03K	2.79M	15.07K	+14.36%
Mar 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.2%	148.84K	3.46M	-5.17K	-3.36%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	172.92K	4.02M	-892	-0.51%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	178.04K	4.14M	3.86K	+2.22%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	197.54K	4.6M	-423	-0.21%
Mar 31, 2025	LPL FINANCIAL LLC	0.57%	427.68K	9.95M	33.17K	+8.41%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.92%	682.39K	15.88M	38.33K	+5.95%
Mar 31, 2025	JOEL ISAACSON & CO., LLC	0.92%	683.27K	15.9M	-17.3K	-2.47%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.95%	707.83K	16.47M	32.07K	+4.75%
Mar 31, 2025	UBS GROUP AG	1.24%	925.3K	21.53M	-59.19K	-6.01%
Mar 31, 2025	MORGAN STANLEY	1.26%	937.93K	21.83M	61.6K	+7.03%
Mar 31, 2025	AQR ARBITRAGE LLC	0.25%	189.52K	4.36M	-70.3K	-27.06%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.46%	340.31K	7.92M	-24.49K	-6.71%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	89K	2.07M	-4.73K	-5.05%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	101.36K	2.36M	7.58K	+8.08%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.33%	249.13K	5.8M	29.28K	+13.32%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	30.13K	701.07K	-3.59K	-10.64%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.06%	44.23K	1.03M	150	+0.34%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	47.45K	1.1M	2.65K	+5.90%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	49.62K	1.15M	592	+1.21%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.09%	63.73K	1.48M	63.73K	+100.00%
Mar 31, 2025	1776 WEALTH LLC	0.1%	73.21K	1.7M	0	0
Mar 31, 2025	MRA ADVISORY GROUP	0.11%	82.49K	1.92M	1.7K	+2.11%
Mar 31, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.14%	107.67K	2.51M	107.67K	+100.00%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.14%	108.03K	2.51M	27.07K	+33.44%
Mar 31, 2025	ACCEL WEALTH MANAGEMENT	0.15%	110.04K	2.56M	-5.75K	-4.96%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.16%	121.13K	2.82M	4.18K	+3.57%
Mar 31, 2025	COHEN & STEERS, INC.	0.29%	217.33K	5.06M	-164.98K	-43.15%
Mar 31, 2025		0.45%	334.56K	7.79M	32.83K	+10.88%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.51%	376.9K	8.77M	17.4K	+4.84%
Mar 31, 2024	JOEL ISAACSON & CO., LLC	0.98%	731.34K	17.26M	-22.01K	-2.92%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	17.54K	413.85K	0	0
Mar 31, 2024	MARINER, LLC	0.04%	32.65K	770.42K	0	0
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	34.11K	804.98K	-4.71K	-12.13%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.05%	34.13K	805.37K	-1.05K	-2.98%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.05%	37.86K	893.38K	0	0
Mar 31, 2024	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.05%	39.31K	927.61K	-53	-0.13%
Mar 31, 2024	RFG ADVISORY, LLC	0.06%	43.03K	1.02M	-349	-0.80%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.06%	44.92K	1.06M	-258	-0.57%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.06%	45.05K	1.06M	1.33K	+3.04%
Mar 31, 2024	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.06%	48.3K	1.1M	48.3K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.07%	49.47K	1.17M	-27.49K	-35.72%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	77.65K	1.83M	88	+0.11%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.14%	102.83K	2.43M	32.03K	+45.24%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	103.28K	2.44M	37	+0.04%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.15%	108.11K	2.55M	7.83K	+7.81%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.61%	453.03K	10.69M	-6.74K	-1.47%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.76%	565.33K	13.34M	41.56K	+7.93%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.78%	577.99K	13.64M	-395	-0.07%
Mar 31, 2024	MORGAN STANLEY	1.01%	753.88K	17.79M	-7.08K	-0.93%
Mar 31, 2024	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.06%	793.7K	18.73M	34.61K	+4.56%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.29%	963.42K	22.74M	-1.46K	-0.15%
Mar 31, 2024	UBS GROUP AG	1.33%	994.71K	23.48M	101.55K	+11.37%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	1.72%	1.28M	30.22M	332.98K	+35.15%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.38%	282.69K	6.67M	9.85K	+3.61%
Mar 31, 2024	LPL FINANCIAL LLC	0.38%	286.14K	6.75M	27.35K	+10.57%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.38%	286.62K	6.76M	15.75K	+5.81%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	61.11K	1.44M	5.82K	+10.53%
Mar 31, 2024	JPMORGAN CHASE & CO	0.09%	64.07K	1.51M	-23.49K	-26.82%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.09%	69.15K	1.63M	-5.78K	-7.72%
Mar 31, 2024	1776 WEALTH LLC	0.1%	75.24K	1.78M	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.11%	83.18K	1.96M	83.18K	+100.00%
Mar 31, 2024	MRA ADVISORY GROUP	0.11%	84.12K	1.99M	3.18K	+3.92%
Mar 31, 2024	FLOW STATE INVESTMENTS, L.P.	0.12%	86.3K	2.04M	-6.64K	-7.14%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.15%	111.07K	2.62M	-769	-0.69%
Mar 31, 2024	ACCEL WEALTH MANAGEMENT	0.16%	121.14K	2.86M	1.89K	+1.58%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	150.74K	3.56M	-825	-0.54%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.21%	156.64K	3.7M	10.05K	+6.86%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.22%	164.94K	3.89M	-17.5K	-9.59%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	185.84K	4.39M	11.58K	+6.64%
Mar 31, 2024	FORMIDABLE ASSET MANAGEMENT, LLC	0.26%	195.36K	4.61M	-7.96K	-3.92%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.27%	198.78K	4.69M	66.26K	+50.00%
Mar 31, 2024	AQR ARBITRAGE LLC	0.27%	199.8K	4.72M	35.38K	+21.52%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	201.19K	4.75M	201.19K	+100.00%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.31%	234.42K	5.53M	234.42K	+100.00%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.32%	239.78K	5.66M	0	0
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.33%	243.84K	5.75M	68.44K	+39.02%
Mar 31, 2024	ROYAL BANK OF CANADA	0.37%	274.02K	6.47M	-580	-0.21%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.45%	333.85K	7.88M	-17.56K	-5.00%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.47%	348.61K	8.23M	13.28K	+3.96%
Mar 31, 2024	COHEN & STEERS, INC.	0.49%	364.31K	8.6M	105.3K	+40.65%
Mar 31, 2024	CREATIVE PLANNING	0.02%	18.3K	431.91K	313	+1.74%
Mar 31, 2024	FLPUTNAM INVESTMENT MANAGEMENT CO	0.03%	20K	472K	-2.36K	-10.56%
Mar 31, 2024	CETERA ADVISORS LLC	0.03%	21.34K	503.64K	5.79K	+37.20%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.03%	22.15K	522.76K	41	+0.19%
Mar 31, 2024	SILVERLAKE WEALTH MANAGEMENT LLC	0.03%	22.92K	540.89K	0	0
Mar 31, 2024	DAVENPORT & CO LLC	0.03%	23.24K	548.51K	-900	-3.73%
Mar 31, 2024	LIVE OAK PRIVATE WEALTH LLC	0.03%	24.59K	580.3K	0	0
Mar 31, 2024	DENVER WEALTH MANAGEMENT, INC.	0.04%	27.19K	641.67K	-289	-1.05%
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	28.14K	664.21K	726	+2.65%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.04%	29.12K	687.28K	-10.46K	-26.42%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.04%	29.67K	700K	-2.36K	-7.37%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.25%	182.43K	4.06M	164.12K	+896.19%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.05%	35.18K	782.67K	1.05K	+3.08%
Dec 31, 2023	FORMIDABLE ASSET MANAGEMENT, LLC	0.28%	203.32K	4.52M	-4.99K	-2.39%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.32%	239.78K	5.34M	239.78K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.35%	258.79K	5.76M	-5.07K	-1.92%
Dec 31, 2023	COHEN & STEERS, INC.	0.35%	259.01K	5.76M	50K	+23.92%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.37%	270.87K	6.03M	39.29K	+16.96%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.37%	272.84K	6.07M	25.75K	+10.42%
Dec 31, 2023	ROYAL BANK OF CANADA	0.37%	274.6K	6.11M	-16.44K	-5.65%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.45%	335.33K	7.46M	21.6K	+6.88%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.48%	351.41K	7.82M	-18.23K	-4.93%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.62%	459.77K	10.23M	-33.18K	-6.73%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.71%	523.77K	11.65M	-15.74K	-2.92%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.78%	578.38K	12.87M	314.89K	+119.51%
Dec 31, 2023	JOEL ISAACSON & CO., LLC	1.02%	753.35K	16.76M	-39K	-4.92%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.03%	759.09K	16.89M	29.88K	+4.10%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	174.27K	3.88M	73.45K	+72.86%
Dec 31, 2023	AQR ARBITRAGE LLC	0.22%	164.42K	3.66M	164.42K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	151.57K	3.37M	5.86K	+4.02%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.2%	146.59K	3.26M	2.81K	+1.95%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.18%	132.52K	2.95M	92.04K	+227.33%
Dec 31, 2023	ACCEL WEALTH MANAGEMENT	0.16%	119.25K	2.65M	-6.01K	-4.80%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.15%	111.84K	2.48M	8.62K	+8.36%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	103.24K	2.3M	12.37K	+13.62%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.14%	100.28K	2.23M	-4.87K	-4.63%
Dec 31, 2023	FLOW STATE INVESTMENTS, L.P.	0.13%	92.94K	2.07M	92.94K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.12%	87.56K	1.95M	87.56K	+100.00%
Dec 31, 2023	MRA ADVISORY GROUP	0.11%	80.94K	1.8M	2.46K	+3.14%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	77.57K	1.73M	-16.54K	-17.58%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.1%	76.96K	1.71M	1.75K	+2.32%
Dec 31, 2023	1776 WEALTH LLC	0.1%	75.24K	1.67M	75.24K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.1%	74.93K	1.66M	-8.64K	-10.34%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	74.13K	3.33M	74.13K	+100.00%
Dec 31, 2023	MORGAN STANLEY	1.03%	760.95K	16.93M	-7.99K	-1.04%
Dec 31, 2023	UBS GROUP AG	1.21%	893.16K	19.87M	-163.83K	-15.50%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	1.28%	947.35K	21.08M	501.74K	+112.60%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.1%	70.81K	1.58M	16.68K	+30.82%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.07%	55.28K	1.23M	4.63K	+9.14%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.06%	45.18K	1.01M	-2.11K	-4.45%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.24%	175.4K	3.9M	59.81K	+51.75%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.06%	43.72K	973K	973	+2.28%
Dec 31, 2023	RFG ADVISORY, LLC	0.06%	43.38K	965.12K	-761	-1.72%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.05%	39.58K	880.6K	-6.22K	-13.58%
Dec 31, 2023	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.05%	39.36K	875.74K	-8.59K	-17.91%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	38.82K	863.73K	-1.22K	-3.05%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.05%	37.86K	842.27K	-2.17K	-5.42%
Dec 31, 2023	MARINER, LLC	0.04%	32.65K	726.35K	-1.27K	-3.73%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.04%	32.03K	713K	2.9K	+9.96%
Dec 31, 2023	DENVER WEALTH MANAGEMENT, INC.	0.04%	27.48K	611.38K	-2.91K	-9.59%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.31%	964.88K	21.47M	-590.81K	-37.98%

Insiders

Among the EVT insiders holding of N/A of the stake in company, RICHARDSON DUNCAN W, , holds the largest shares of 13.5K. QUINTON KEITH, Trustee, is the second largest EVT insider with ownership of 8K shares. DYNNER ALAN R, Secretary, stands third with possession of 5K shares of that stake.

Insiders	Designation	Shares Held
RICHARDSON DUNCAN W		13.5K
QUINTON KEITH	Trustee	8K
DYNNER ALAN R	Secretary	5K
BIBLIOWICZ JESSICA M	director	2.5K
MACH MICHAEL R	Vice President	1K
SARYAN JUDITH A	Vice President	1K
CAMPBELL BARBARA E	Treasurer	1K
HAWKES JAMES B	Vice President	700
LUSTER THOMAS H	Vice President	250
DUNN AARON	director	3
DIGREGORIO DEREK	Portfolio Manager	1

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 18, 2025	DIGREGORIO DEREK	SALE	23.64	1.06K	24.96K	1
Sep 23, 2025	DUNN AARON	SALE	24.32	2.04K	49.49K	3
Mar 20, 2025	DIGREGORIO DEREK	PURCHASE	18.59	350	6.5K	1.35K
Feb 26, 2025	DIGREGORIO DEREK	PURCHASE	23.94	1K	23.94K	1K
Feb 20, 2025	QUINTON KEITH	PURCHASE	24.24	8K	193.92K	8K
Feb 14, 2025	DUNN AARON	PURCHASE	24.35	290	7.06K	1.91K
Aug 19, 2024	DUNN AARON	PURCHASE	24.15	290	7K	1.53K
May 17, 2024	DUNN AARON	PURCHASE	23.97	290	6.95K	1.24K
Feb 16, 2024	DUNN AARON	PURCHASE	22.44	315	7.07K	946
Nov 16, 2023	DUNN AARON	PURCHASE	20.42	270	5.51K	604
Aug 14, 2023	DIGREGORIO DEREK	PURCHASE	23.00	2.86K	65.76K	2.86K
Dec 12, 2017	DUNN AARON	PURCHASE	22.40	250	5.6K	500
Oct 27, 2008	RICHARDSON DUNCAN W	PURCHASE	11.10	500	5.55K	13.5K
Sep 29, 2008	RICHARDSON DUNCAN W	PURCHASE	15.75	500	7.88K	13K
Jul 15, 2008	RICHARDSON DUNCAN W	PURCHASE	20.70	1K	20.7K	12.5K
Oct 22, 2007	RICHARDSON DUNCAN W	PURCHASE	27.85	1K	27.85K	11.5K
Aug 20, 2007	RICHARDSON DUNCAN W	PURCHASE	26.02	1K	26.02K	10.5K
Aug 10, 2007	RICHARDSON DUNCAN W	PURCHASE	26.59	1K	26.59K	9.5K
Jul 27, 2007	RICHARDSON DUNCAN W	PURCHASE	27.15	1K	27.15K	8.5K
Apr 26, 2006	CAMPBELL BARBARA E	PURCHASE	23.19	1K	23.19K	1K
Dec 28, 2005	DYNNER ALAN R	PURCHASE	22.63	200	4.53K	5K
Dec 27, 2005	DYNNER ALAN R	PURCHASE	22.65	4.8K	108.72K	4.8K
Dec 23, 2005	HAWKES JAMES B	PURCHASE	22.69	700	15.88K	700
Mar 17, 2005	RICHARDSON DUNCAN W	PURCHASE	20.75	500	10.38K	7.5K
Jan 21, 2005	LUSTER THOMAS H	PURCHASE	20.65	250	5.16K	250
Dec 23, 2004	RICHARDSON DUNCAN W	PURCHASE	21.00	1K	21K	7K
Apr 27, 2004	MACH MICHAEL R	PURCHASE	18.98	1K	18.98K	1K
Apr 23, 2004	RICHARDSON DUNCAN W	PURCHASE	19.40	1K	19.4K	6K
Apr 21, 2004	SARYAN JUDITH A	PURCHASE	19.59	1K	19.59K	1K
Apr 21, 2004	RICHARDSON DUNCAN W	PURCHASE	19.64	5K	98.2K	5K
Feb 05, 2004	BIBLIOWICZ JESSICA M	PURCHASE	20.04	2.5K	50.1K	2.5K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES1.06K1

NET SHARES-1.06K1

SHARES HELD11

% NET SHARES-105,700%0%

Frequently Asked Questions