How many institutions own ACP 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 ACP shares is 134, representing 39.93% of the company's common stock.

Who are the major shareholders selling Abrdn Income Credit Strategies Fund stock?

SEACREST WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in ACP by -5.12% restricting it's holding to 85.58 thousand shares of worth nearly $436.45K. CHOREO, LLC also lessened -1.76% of the ACP shares from its portfolio, reducing its holding to 97.42 thousand shares of worth $496.86K. NORTH GROUND CAPITAL also shunned ACP shares holding by -69.62% last quarter which brought its holding to 100 thousand shares worth $510.00K.

Investors who are buying ACP stock?

As per its latest 13F filing, ARLINGTON CAPITAL MANAGEMENT, INC. increased its stake in ACP by 4.03% in the last quarter. The institutional holder raised its holding to 161.91 thousand shares having worth more than $825.75K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also added 17.24% more shares of ACP to its portfolio, raising its holding to 198.34 thousand shares of worth $1.01M. RAYMOND JAMES FINANCIAL INC also increased its ACP shares holding by 14.01% which brought its holding to 610.98 thousand shares worth $3.12M.

ACP's major insiders: who are they?

The insider with the most stakes in ACP is ICAHN CARL C ET AL , Chairman of the Board of GP at the company. Additionally, ACP stock is highly held by director Sievwright John P. and director Yao Nancy among others.

Did an insider recently sell ACP stock?

Company executives, directors, and other insiders own 0% percent of Abrdn Income Credit Strategies Fund's stock. Within the last six months, there have been 0 transaction(s) in which ACP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ACP stock?

There have been 0 transaction(s) during the past 6-months in which Abrdn Income Credit Strategies Fund insiders have bought stock, totalling 0 shares

How much of ACP does insiders own?

Around 0 Abrdn Income Credit Strategies Fund shares are held by insiders, which represents about 0% of ACP stock.

Who is the insider with the largest stake?

ACP Chairman of the Board of GP, ICAHN CARL C ET AL holds the largest portfolio of the company's shares. ACP shares owned by ICAHN total nearly 39.9 million.

Which institution holds the most shares in ACP?

SEACREST WEALTH MANAGEMENT, LLC is the largest institutional owner in ACP which holds 85.58 thousand shares worth $436.45K or 0.07% of the total ACP shares outstanding followed by INTEGRATED WEALTH CONCEPTS LLC with ownership of 91.53 thousand shares representing 0.07% of the ACP ownership. CHOREO, LLC is the third largest stakeholder with 97.42 thousand shares or 0.08% of the ownership worth more than $496.86K.

Is Abrdn Income Credit Strategies 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 ACP is concerned, it is a stock which is not optionable.

Is there a short position on ACP's shares?

Number of ACP 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 ACP shares are there?

As of today, null shares of ACP are outstanding.

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

ACP 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 ACP is null.

Abrdn Income Credit Strategies Fund (ACP) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

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

Major Holders Summary

0% Percentage of Shares held by All Insiders

39.93% Percentage of Shares held by All Institutions

39.93% Percentage of Float held by Institutions

134

Number of Institutions Holding Shares

Institutional Ownership

About 39.93% of ACP shares are held by financial institutions. SEACREST WEALTH MANAGEMENT, LLC is the top corporate investor, holding 85.58K shares valued at $436.45K. A 0.07% stake in Abrdn Income Credit Strategies Fund is owned by the company. INTEGRATED WEALTH CONCEPTS LLC owns 91.53K shares valued at $466.81K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.07%	85.58K	436.45K	-4.62K	-5.12%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.07%	91.53K	466.81K	0	0
Mar 31, 2026	CHOREO, LLC	0.08%	97.42K	496.86K	-1.75K	-1.76%
Mar 31, 2026	NORTH GROUND CAPITAL	0.08%	100K	510K	-229.15K	-69.62%
Mar 31, 2026	ARLINGTON CAPITAL MANAGEMENT, INC.	0.13%	161.91K	825.75K	6.28K	+4.03%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	198.34K	1.01M	29.17K	+17.24%
Mar 31, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.16%	203.97K	1.04M	-9.2K	-4.32%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.31%	388.34K	1.98M	-26.31K	-6.35%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.49%	610.98K	3.12M	75.08K	+14.01%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.76%	958.83K	4.9M	66.71K	+7.48%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.15%	188.97K	963.76K	-20.31K	-9.71%
Mar 31, 2026	LPL FINANCIAL LLC	0.47%	589.78K	3.01M	-115.05K	-16.32%
Mar 31, 2026	COHEN & STEERS, INC.	0.56%	705.5K	3.6M	0	0
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.6%	3.27M	16.66M	245.37K	+8.12%
Mar 31, 2026	MORGAN STANLEY	10.03%	12.58M	64.17M	-95.25K	-0.75%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	404.33K	2.06M	22K	+5.75%
Mar 31, 2026	QUARRY LP	0.34%	432.34K	2.2M	-334.69K	-43.63%
Mar 31, 2026	SOLTIS INVESTMENT ADVISORS LLC	0.04%	51.72K	263.77K	-29.29K	-36.16%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.04%	53.89K	274.84K	5	+0.01%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.02%	24K	122.4K	24K	+100.00%
Mar 31, 2026	OCCIDENTAL ASSET MANAGEMENT, LLC	0.02%	24.08K	122.79K	0	0
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	27.28K	139.12K	-2.22K	-7.51%
Mar 31, 2026	OXBOW ADVISORS, LLC	0.02%	27.6K	140.78K	0	0
Mar 31, 2026	BEY-DOUGLAS LLC	0.03%	29.51K	150.5K	0	0
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.03%	31.08K	158.5K	532	+1.74%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.04K	173.62K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.03%	35.59K	181.49K	9.72K	+37.57%
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.03%	35.84K	182.8K	-664	-1.82%
Mar 31, 2026	ALPINE GLOBAL MANAGEMENT, LLC	0.04%	49.74K	253.67K	-106.01K	-68.06%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.04%	50.61K	258.1K	6.03K	+13.51%
Mar 31, 2026	PIN OAK INVESTMENT ADVISORS INC	0.07%	85.05K	434K	0	0
Mar 31, 2026	SAVVY ADVISORS, INC.	0.08%	103.5K	527.86K	-6.92K	-6.27%
Mar 31, 2026	JANE STREET GROUP, LLC	0.09%	108.21K	551.86K	-270.95K	-71.46%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.09%	108.7K	554.39K	559	+0.52%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.1%	125.57K	640.4K	-235	-0.19%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.11%	140.49K	716.51K	11.98K	+9.32%
Mar 31, 2026	INVESCO LTD.	0.11%	142.64K	727.44K	27.91K	+24.33%
Mar 31, 2026	ROYAL BANK OF CANADA	0.13%	169.2K	862K	-3.65K	-2.11%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.38%	482.72K	2.46M	482.72K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.39%	485.97K	2.48M	-19.46K	-3.85%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.04%	55.78K	284.47K	184	+0.33%
Mar 31, 2026	ACCREDITED INVESTOR SERVICES, LLC	0.04%	51.29K	261.55K	-1.9K	-3.57%
Mar 31, 2026	OPPENHEIMER & CO INC	0.03%	36.59K	186.58K	36.59K	+100.00%
Mar 31, 2026	WHITTIER TRUST CO	0.03%	38.52K	197.98K	-2.3K	-5.64%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.04%	44.92K	229K	-1.53K	-3.30%
Mar 31, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	0.83%	1.04M	5.28M	-1.05M	-50.29%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	2.51%	3.15M	16.09M	-445.16K	-12.37%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	2.73%	3.42M	17.44M	-137.8K	-3.87%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.05%	68.19K	347.75K	-28.92K	-29.78%
Mar 31, 2026	KENNEDY INVESTMENT GROUP	0.42%	529.15K	2.7M	-50.07K	-8.64%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.11%	144.01K	734.47K	-4.29K	-2.89%
Mar 31, 2026	CENTRAL TRUST CO	0.04%	49.8K	254K	49.8K	+100.00%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.04%	45.22K	231K	-212	-0.47%
Mar 31, 2026	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.06%	77.65K	396.03K	-22.36K	-22.36%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.19%	236.31K	1.21M	-12.01K	-4.84%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.26%	326.31K	1.66M	-267.74K	-45.07%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.28%	348.1K	1.78M	-27.83K	-7.40%
Mar 31, 2026	MARINER, LLC	0.05%	59.31K	298.9K	-3.85K	-6.09%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.05%	59.38K	302.85K	-4.25K	-6.68%
Mar 31, 2026	PERMANENS CAPITAL L.P.	0.05%	60.55K	308.81K	33.05K	+120.18%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.05%	61.81K	315.28K	25.98K	+72.50%
Mar 31, 2026	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.05%	64.57K	329.3K	6.01K	+10.26%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	80.29K	409.49K	6.96K	+9.50%
Dec 31, 2025	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.05%	58.56K	316.8K	58.56K	+100.00%
Dec 31, 2025	MORGAN STANLEY	11.02%	12.68M	68.59M	222.46K	+1.79%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.07%	80.27K	434.28K	80.27K	+100.00%
Dec 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.07%	81.01K	438.26K	-74.92K	-48.05%
Dec 31, 2025	PIN OAK INVESTMENT ADVISORS INC	0.07%	85.05K	481K	-2.88K	-3.27%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	108.15K	585.07K	-8.1K	-6.96%
Dec 31, 2025	SAVVY ADVISORS, INC.	0.1%	110.42K	597.38K	110.42K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.1%	114.72K	620.66K	-12.8K	-10.03%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.11%	125.8K	680.6K	-94	-0.07%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.11%	128.52K	695.27K	4.04K	+3.24%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.08%	97.11K	525.35K	-14.47K	-12.97%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	35.52K	192.14K	-12.8K	-26.49%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.03%	36.51K	197.5K	36.51K	+100.00%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.52%	594.05K	3.26M	151.91K	+34.36%
Dec 31, 2025	COHEN & STEERS, INC.	0.61%	705.5K	3.82M	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.78%	892.13K	4.83M	247.93K	+38.49%
Dec 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	1.81%	2.08M	11.45M	1.63M	+358.85%
Dec 31, 2025	WHITTIER TRUST CO	0.04%	40.82K	224.51K	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0.04%	42.33K	229.01K	0	0
Dec 31, 2025		0.04%	43.95K	237.79M	43.95K	+100.00%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.04%	44.58K	241.19K	10.85K	+32.15%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.04%	45.43K	246K	4.58K	+11.22%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.04%	46.45K	251K	-2.82K	-5.72%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.04%	48.64K	263.13K	27.69K	+132.17%
Dec 31, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.05%	53.18K	287.71K	10.96K	+25.96%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	53.89K	291.52K	5.52K	+11.41%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	55.59K	300.76K	55.59K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	56.27K	304.4K	53.42K	+1,873.59%
Dec 31, 2025	QUARRY LP	0.67%	767.03K	4.15M	597.41K	+352.20%
Dec 31, 2025	MARINER, LLC	0.05%	63.15K	341.66K	-3.65K	-5.47%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	63.63K	344.25K	2.88K	+4.74%
Dec 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.14%	155.64K	841.99K	155.64K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	169.17K	915K	13.08K	+8.38%
Dec 31, 2025	ROYAL BANK OF CANADA	0.15%	172.85K	934K	-8.76K	-4.83%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	209.29K	1.13M	-468.56K	-69.12%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.22%	248.32K	1.34M	-17.2K	-6.48%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.22%	249.24K	1.35M	249.24K	+100.00%
Dec 31, 2025	NORTH GROUND CAPITAL	0.29%	329.15K	1.78M	33.22K	+11.23%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	375.92K	2.03M	56.09K	+17.54%
Dec 31, 2025	JANE STREET GROUP, LLC	0.33%	379.16K	2.05M	274.92K	+263.74%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.33%	382.33K	2.07M	18K	+4.94%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	535.9K	2.9M	17.41K	+3.36%
Dec 31, 2025	KENNEDY INVESTMENT GROUP	0.5%	579.22K	3.13M	-86.2K	-12.95%
Dec 31, 2025	LPL FINANCIAL LLC	0.61%	704.83K	3.81M	-235.81K	-25.07%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	3.09%	3.56M	19.25M	329.32K	+10.20%
Dec 31, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.14%	155.75K	842.61K	0	0
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.05%	55.76K	301.64K	55.76K	+100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	91.53K	495.18K	-8.78K	-8.75%
Dec 31, 2025	CHOREO, LLC	0.09%	99.17K	538.49K	11.59K	+13.24%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	73.33K	396.71K	-12.11K	-14.18%
Dec 31, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.09%	100.02K	541.09K	-400	-0.40%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.09%	105.64K	571.51K	-7.9K	-6.96%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.36%	414.65K	2.24M	26.5K	+6.83%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.63%	3.02M	16.34M	364.69K	+13.73%
Dec 31, 2025	NOMURA HOLDINGS INC	0.03%	37.5K	202.88K	37.5K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.44%	505.43K	2.73M	-25.79K	-4.85%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	3.13%	3.6M	19.47M	272.39K	+8.19%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.13%	148.31K	802.32K	-52.12K	-26.01%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.08%	90.2K	495.19K	2.51K	+2.87%
Dec 31, 2025	BEY-DOUGLAS LLC	0.03%	29.51K	159.64K	0	0
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.03%	30.55K	165.25K	-14.89K	-32.78%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.04K	184.17K	0	0
Dec 31, 2025	KOVACK ADVISORS, INC.	0.03%	35.83K	15.98K	35.83K	+100.00%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.19%	213.17K	1.15M	-2.64K	-1.22%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.31%	2.66M	15.41M	615.89K	+30.19%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.05%	60.31K	349.79K	19.77K	+48.78%
Sep 30, 2025	JANE STREET GROUP, LLC	0.09%	104.24K	604.59K	29.07K	+38.67%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	156.09K	905K	-6.22K	-3.83%
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	53.69K	311.38K	-7.77K	-12.64%
Sep 30, 2025	MARINER, LLC	0.06%	66.81K	387.47K	-21.33K	-24.20%
Sep 30, 2025	CHOREO, LLC	0.08%	87.58K	507.94K	-18.23K	-17.23%
Sep 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.11%	124.55K	722.41K	-318.09K	-71.86%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.11%	125.9K	730.2K	4	0.00%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.14%	155.75K	903.35K	155.75K	+100.00%
Sep 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.14%	155.93K	904.4K	155.93K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.23%	265.52K	1.54M	-8.46K	-3.09%
Sep 30, 2025	NORTH GROUND CAPITAL	0.26%	295.93K	1.72M	-156.74K	-34.63%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	319.83K	1.87M	49.89K	+18.48%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.36%	415.25K	2.41M	-3.34M	-88.94%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.38%	442.15K	2.56M	138.6K	+45.66%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.59%	677.84K	3.93M	75.14K	+12.47%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	48.37K	280.54K	3.92K	+8.81%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.04%	49.27K	286K	2.33K	+4.97%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.08%	87.69K	508.57K	10.47K	+13.55%
Sep 30, 2025	PIN OAK INVESTMENT ADVISORS INC	0.08%	87.93K	509.97K	-2.71K	-2.99%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	116.24K	674.19K	3.3K	+2.92%
Sep 30, 2025	HRT FINANCIAL LP	0.11%	123.16K	714K	123.16K	+100.00%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.11%	124.48K	721.99K	20.85K	+20.11%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	518.49K	3.01M	-92.24K	-15.10%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	60.75K	352.37K	3.36K	+5.86%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	100.31K	581.81K	0	0
Sep 30, 2025	LM ADVISORS LLC	0.08%	97.22K	564K	0	0
Sep 30, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.09%	100.42K	582.41K	-2K	-1.95%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.1%	111.58K	647.17K	-6.58K	-5.57%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.1%	113.54K	658.53K	-770	-0.67%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	164.27K	952.75K	-915	-0.55%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.17%	200.43K	1.16M	-12.9K	-6.05%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.19%	215.81K	1.25M	-6.74K	-3.03%
Sep 30, 2025	UBS GROUP AG	0.46%	531.22K	3.08M	-105.66K	-16.59%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.56%	644.19K	592	49.02K	+8.24%
Sep 30, 2025	KENNEDY INVESTMENT GROUP	0.58%	665.42K	3.86M	-145.6K	-17.95%
Sep 30, 2025	COHEN & STEERS, INC.	0.61%	705.5K	4.09M	0	0
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.81%	3.23M	18.73M	248.38K	+8.33%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	85.44K	496K	6.76K	+8.59%
Sep 30, 2025	INVESCO LTD.	0.11%	127.52K	739.61K	-8.35K	-6.15%
Sep 30, 2025	ROYAL BANK OF CANADA	0.16%	181.61K	1.05M	3.1K	+1.73%
Sep 30, 2025	UNCOMMON CENTS INVESTING LLC	0.02%	20.63K	119.67K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	20.79K	120.58K	0	0
Sep 30, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.02%	20.94K	121.42K	1.99K	+10.51%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.02%	20.95K	121.5K	-261.24K	-92.58%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	21.22K	123.09K	-12.3K	-36.69%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	21.67K	125.68K	3.18K	+17.22%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.02%	22.13K	128.35K	0	0
Sep 30, 2025	OXBOW ADVISORS, LLC	0.02%	27.6K	160.1K	0	0
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.02%	28.3K	164.12K	-9.23K	-24.59%
Sep 30, 2025	BEY-DOUGLAS LLC	0.03%	29.51K	171.15K	0	0
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0.03%	29.8K	172.82K	29.8K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	30.86K	178.97K	1.96K	+6.78%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.03%	33.74K	195.68K	6.03K	+21.74%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	34.04K	197.45K	0	0
Sep 30, 2025	WHITTIER TRUST CO	0.04%	40.82K	235.12K	1	0.00%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.04%	40.85K	237K	4.5K	+12.37%
Sep 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.04%	42.22K	244.87K	3.8K	+9.89%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	2.89%	3.33M	19.3M	658.95K	+24.70%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	48.31K	280.2K	48.31K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.82%	940.64K	5.46M	102.71K	+12.26%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.34%	388.15K	2.25M	0	0
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	364.33K	2.11M	0	0
Sep 30, 2025	NBC SECURITIES, INC.	0.04%	42.33K	245.51K	6.68K	+18.74%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.04%	45.44K	263.55K	18.38K	+67.93%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.04%	48.16K	279K	48.16K	+100.00%
Sep 30, 2025	MORGAN STANLEY	10.83%	12.46M	72.24M	497.01K	+4.16%
Sep 30, 2025	QUARRY LP	0.15%	169.62K	983.81K	-136.1K	-44.52%
Sep 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.39%	454.16K	2.63M	-339.7K	-42.79%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.01%	28.9K	170.49K	30	+0.10%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	42.2K	248.97K	13.48K	+46.91%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.08%	165.18K	974.57K	16.78K	+11.31%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	162.31K	958K	21.38K	+15.17%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	114.31K	674.42K	-157	-0.14%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	112.94K	666.33K	3.21K	+2.92%
Jun 30, 2025	MORGAN STANLEY	5.84%	11.96M	70.56M	1.35M	+12.70%
Jun 30, 2025	INVESCO LTD.	0.07%	135.87K	801.65K	-56.32K	-29.31%
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.06%	115.67K	682.44K	-4.47K	-3.72%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	103.64K	611.45K	1.26K	+1.23%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	100.31K	591.84K	-5.41K	-5.12%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.83%	3.76M	22.15M	305.03K	+8.84%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.46%	2.98M	17.59M	88.1K	+3.05%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.01%	28.3K	166.95K	-3.79K	-11.80%
Jun 30, 2025	CALAMOS ADVISORS LLC	0.01%	27.71K	163.5K	-2.41K	-8.00%
Jun 30, 2025	OXBOW ADVISORS, LLC	0.01%	27.6K	162.86K	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.3%	2.67M	15.74M	181.93K	+7.32%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.02%	34.04K	200.85K	-4.4K	-11.46%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	33.52K	197.78K	-2.75K	-7.58%
Jun 30, 2025	BEY-DOUGLAS LLC	0.01%	29.51K	174.1K	10.87K	+58.30%
Jun 30, 2025	WHITTIER TRUST CO	0.02%	40.82K	240.83K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0.02%	40.53K	239.15K	1.54K	+3.94%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.02%	36.35K	214K	8.59K	+30.93%
Jun 30, 2025	NBC SECURITIES, INC.	0.02%	35.65K	210	0	0
Jun 30, 2025	KENNEDY INVESTMENT GROUP	0.4%	811.02K	4.79M	-3	0.00%
Jun 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.39%	793.86K	4.68M	-971.32K	-55.03%
Jun 30, 2025	COHEN & STEERS, INC.	0.34%	705.5K	4.16M	0	0
Jun 30, 2025	UBS GROUP AG	0.31%	636.88K	3.76M	-412	-0.06%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	610.73K	3.6M	-66.68K	-9.84%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.29%	602.7K	3.56M	-202.57K	-25.16%
Jun 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.22%	442.65K	2.61M	39.79K	+9.88%
Jun 30, 2025	QUARRY LP	0.15%	305.72K	1.8M	-501.03K	-62.10%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	273.99K	1.62M	-7.03K	-2.50%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.06%	125.89K	742.77K	-13.25K	-9.52%
Jun 30, 2025	CHOREO, LLC	0.05%	105.81K	624.26K	52.76K	+99.46%
Jun 30, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.05%	102.42K	604.25K	0	0
Jun 30, 2025	PIN OAK INVESTMENT ADVISORS INC	0.04%	90.63K	533K	-1.11K	-1.21%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.04%	77.22K	455.6K	3.04K	+4.09%
Jun 30, 2025	JANE STREET GROUP, LLC	0.04%	75.17K	443.5K	-86.87K	-53.61%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	69.68K	409.71K	2.78K	+4.15%
Jun 30, 2025	OPPENHEIMER & CO INC	0.03%	61.46K	362.59K	1.9K	+3.19%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	57.39K	338.61K	25.08K	+77.60%
Jun 30, 2025		0.03%	53.73K	317K	2.97K	+5.84%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.02%	46.94K	277K	-508	-1.07%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.02%	44.45K	262.27K	9.1K	+25.73%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.29%	595.17K	3.54M	595.17K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.09%	178.51K	1.05M	-4.88K	-2.66%
Jun 30, 2025	MARINER, LLC	0.04%	88.13K	519.98K	20.19K	+29.71%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	78.68K	464K	-17.96K	-18.58%
Jun 30, 2025	LM ADVISORS LLC	0.05%	97.22K	574K	0	0
Jun 30, 2025	NORTH GROUND CAPITAL	0.22%	452.67K	2.66M	-106.18K	-19.00%
Jun 30, 2025	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.03%	53.73K	317K	2.97K	+5.84%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1%	2.04M	12.04M	483.29K	+31.04%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.19%	388.15K	2.29M	51.1K	+15.16%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.15%	303.55K	1.79M	119.8K	+65.19%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	364.33K	2.15M	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.41%	837.93K	4.94M	-41.85K	-4.76%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.14%	282.19K	1.66M	-428.44K	-60.29%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	269.95K	1.59M	15.72K	+6.18%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	241.75K	1.43M	206.67K	+589.17%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	222.55K	1.31M	-17.88K	-7.44%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.1%	213.33K	1.26M	46.81K	+28.11%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.1%	196.26K	1.16M	196.26K	+100.00%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.06%	118.16K	697.17K	1.98K	+1.70%
Mar 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.08%	48.95K	288.29K	-46.36K	-48.64%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.17%	102.38K	602.98K	13.43K	+15.10%
Mar 31, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.17%	102.42K	603.23K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	109.73K	646.3K	-4.87K	-4.25%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	4.73%	2.89M	17.04M	2.89M	+100.00%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.19%	114.47K	674.21K	-300	-0.26%
Mar 31, 2025	LM ADVISORS LLC	0.16%	97.22K	573K	-4.99K	-4.88%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	96.64K	569K	5.88K	+6.47%
Mar 31, 2025	PIN OAK INVESTMENT ADVISORS INC	0.15%	91.74K	536K	-30.07K	-24.68%
Mar 31, 2025	SFI ADVISORS, LLC	0.12%	75.95K	447.35K	13.45K	+21.51%
Mar 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	2.89%	1.77M	10.4M	144.7K	+8.93%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.12%	74.18K	436.94K	-9.99K	-11.87%
Mar 31, 2025	MARINER, LLC	0.11%	67.95K	400.2K	13.75K	+25.37%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.11%	66.9K	392.7K	31.57K	+89.34%
Mar 31, 2025	CAMELOT PORTFOLIOS, LLC	0.2%	120.14K	707.63K	47.36K	+65.06%
Mar 31, 2025	OPPENHEIMER & CO INC	0.1%	59.56K	350.79K	51	+0.09%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	105.73K	622.72K	469	+0.45%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.1%	59.68K	351.53K	25.49K	+74.52%
Mar 31, 2025	CHOREO, LLC	0.09%	53.05K	312.44K	16.12K	+43.66%
Mar 31, 2025		0.08%	50.76K	298.99K	32.81K	+182.72%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	49.62K	292.24K	18.47K	+59.28%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.27%	166.52K	980.82K	3.03K	+1.85%
Mar 31, 2025	KENNEDY INVESTMENT GROUP	1.33%	811.02K	4.78M	-39.41K	-4.63%
Mar 31, 2025	MORGAN STANLEY	17.36%	10.61M	62.5M	699.23K	+7.05%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	5.64%	3.45M	20.32M	-1.1M	-24.11%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	254.23K	1.5M	19.47K	+8.29%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.23%	139.14K	819.56K	5	0.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	140.93K	830K	-176.02K	-55.53%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.24%	148.4K	874.09K	32.29K	+27.81%
Mar 31, 2025	JANE STREET GROUP, LLC	0.27%	162.04K	954.43K	-47.86K	-22.80%
Mar 31, 2025	WORTH ASSET MANAGEMENT, LLC	0.08%	46.07K	271.36K	0	0
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.39%	240.42K	1.42M	-698	-0.29%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	1.32%	805.28K	4.74M	-79.43K	-8.98%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	1.16%	710.63K	4.19M	313.61K	+78.99%
Mar 31, 2025	UBS GROUP AG	1.04%	637.3K	3.75M	-87.21K	-12.04%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.11%	677.41K	3.99M	15.74K	+2.38%
Mar 31, 2025	COHEN & STEERS, INC.	1.15%	705.5K	4.16M	0	0
Mar 31, 2025	QUARRY LP	1.32%	806.75K	4.75M	167K	+26.10%
Mar 31, 2025	LPL FINANCIAL LLC	1.44%	879.78K	5.18M	98.34K	+12.58%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	2.55%	1.56M	9.17M	432.86K	+38.51%
Mar 31, 2025	ROYAL BANK OF CANADA	0.3%	183.39K	1.08M	-2.78K	-1.49%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.3%	183.75K	1.08M	-4.4K	-2.34%
Mar 31, 2025	INVESCO LTD.	0.31%	192.2K	1.13M	25.23K	+15.11%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.46%	281.02K	1.66M	-15.44K	-5.21%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.55%	337.05K	1.99M	0	0
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	4.07%	2.49M	14.64M	624.43K	+33.54%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.6%	364.33K	2.15M	0	0
Mar 31, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.66%	402.86K	2.37M	94.94K	+30.83%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.08%	47.45K	279K	-3.12K	-6.18%
Mar 31, 2024	MORGAN STANLEY	4.51%	1.22M	8.29M	106.97K	+9.59%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0%	0	-	-17.06K	-100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-22.84K	-100.00%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0%	0	-	-29.27K	-100.00%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.14%	37.45K	253.9K	0	0
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2024	ASSETMARK, INC	0%	70	475	70	+100.00%
Mar 31, 2024	INVESCO LTD.	0.27%	72.66K	492.66K	-34.12K	-31.95%
Mar 31, 2024	UBS GROUP AG	0.43%	116.43K	789.41K	-11.38K	-8.90%
Mar 31, 2024	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.43%	116.86K	792.28K	12.04K	+11.49%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.77%	209.29K	1.42M	-38.06K	-15.39%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.01%	274.22K	1.86M	-1.56K	-0.56%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	1.19%	321.4K	2.18M	-32.19K	-9.10%
Mar 31, 2024	LPL FINANCIAL LLC	1.3%	350.78K	2.38M	1.5K	+0.43%
Mar 31, 2024	IGNITE PLANNERS, LLC	0%	0	-	-12.1K	-100.00%
Mar 31, 2024	ARISTIDES CAPITAL LLC	0%	0	-	-17.34K	-100.00%
Mar 31, 2024	YAKIRA CAPITAL MANAGEMENT, INC.	0%	0	-	-50.04K	-100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.62K	-100.00%
Mar 31, 2024	CLOUGH CAPITAL PARTNERS L P	0%	0	-	-299.58K	-100.00%
Mar 31, 2024	AMERICAN NATIONAL BANK	0%	0	-	-39	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-85.42K	-100.00%
Mar 31, 2024	COMERICA BANK	0%	255	1.73K	80	+45.71%
Mar 31, 2024	TSFG, LLC	0%	300	2K	0	0
Mar 31, 2024	COSTON, MCISAAC & PARTNERS	0%	970	6K	55	+6.01%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.02%	4.51K	30.59K	1K	+28.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	4.7K	31.85K	-12.06K	-71.97%
Mar 31, 2024	CWM, LLC	0.02%	5.93K	40K	0	0
Mar 31, 2024	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.02%	6.59K	44.67K	6.59K	+100.00%
Mar 31, 2024	NBC SECURITIES, INC.	0.03%	8.65K	58K	0	0
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.04%	10.1K	68.45K	0	0
Mar 31, 2024	HIGH NET WORTH ADVISORY GROUP LLC	0.04%	10.17K	68.93K	10.17K	+100.00%
Mar 31, 2024	HRT FINANCIAL LP	0.05%	13.83K	93K	13.83K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.08%	21.96K	149K	137	+0.63%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.11%	30.1K	204.06K	13.55K	+81.93%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.18%	48.98K	332.05K	-410	-0.83%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.18%	49.13K	333.11K	-6.06K	-10.98%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.23%	62.38K	422.92K	15.31K	+32.52%
Mar 31, 2024	ARLINGTON CAPITAL MANAGEMENT, INC.	0.28%	74.77K	506.97K	74.77K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.3%	80.75K	547.49K	-21.9K	-21.33%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.3%	82.26K	557.74K	-120	-0.15%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.34%	92.22K	625K	-1.76M	-95.02%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.41%	111.38K	755.17K	-2.03K	-1.79%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.07%	17.73K	120.21K	-5.49K	-23.65%
Mar 31, 2024	WORTH ASSET MANAGEMENT, LLC	0.07%	17.74K	120.24K	0	0
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.07%	18.73K	127.36K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	20.23K	137K	20.23K	+100.00%
Mar 31, 2024	CX INSTITUTIONAL	0.08%	21.02K	142.54K	0	0
Mar 31, 2024	VIRTU FINANCIAL LLC	0.08%	21.03K	143K	21.03K	+100.00%
Mar 31, 2024	MOORS & CABOT, INC.	0.08%	21.7K	147.13K	0	0
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.25%	67.11K	455.01K	-50.43K	-42.91%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.52%	139.9K	948.52K	-5.92K	-4.06%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	1.18%	319.11K	2.16M	77.87K	+32.28%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.88%	509.35K	3.45M	-183.14K	-26.45%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.18%	23.22K	157.91K	-53	-0.23%
Dec 31, 2023	FMR LLC	0%	1	7	1	+100.00%
Dec 31, 2023	AMERICAN NATIONAL BANK	0%	39	265	39	+100.00%
Dec 31, 2023	COMERICA BANK	0%	175	1.19K	175	+100.00%
Dec 31, 2023	TSFG, LLC	0%	300	2K	0	0
Dec 31, 2023	COSTON, MCISAAC & PARTNERS	0.01%	915	6K	42	+4.81%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	1.07K	7.25K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.03%	3.51K	23.88K	1.49K	+73.98%
Dec 31, 2023	CWM, LLC	0.05%	5.93K	40K	-1.36K	-18.69%
Dec 31, 2023	NBC SECURITIES, INC.	0.07%	8.65K	58K	8.65K	+100.00%
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.08%	10.1K	68.65K	1K	+10.99%
Dec 31, 2023	IGNITE PLANNERS, LLC	0.1%	12.1K	81.7K	-4.54K	-27.29%
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.13%	16.54K	111.67K	4.74K	+40.17%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.13%	16.76K	113.96K	-1.3M	-98.73%
Dec 31, 2023	ARISTIDES CAPITAL LLC	0.14%	17.34K	117.91K	17.34K	+100.00%
Dec 31, 2023	WORTH ASSET MANAGEMENT, LLC	0.14%	17.74K	120.6K	6.9K	+63.68%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.15%	18.73K	147.96K	0	0
Dec 31, 2023	CX INSTITUTIONAL	0.17%	21.02K	142.96K	0	0
Dec 31, 2023	MOORS & CABOT, INC.	0.17%	21.7K	147.56K	-61K	-73.76%
Dec 31, 2023	ROYAL BANK OF CANADA	0.17%	21.83K	148K	-584	-2.61%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.18%	22.09K	150.18K	-4.7K	-17.55%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.18%	22.84K	173.21K	-5.98K	-20.75%
Dec 31, 2023	M&R CAPITAL MANAGEMENT INC	0%	0	-	-1.27K	-100.00%
Dec 31, 2023		0.14%	17.06K	116.01K	-5.96K	-25.88%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.23%	29.27K	199.05K	-3.69K	-11.20%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.3%	37.45K	254.65K	-73	-0.19%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.37%	47.07K	320.08K	-1.29K	-2.67%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.39%	49.39K	335.82K	241	+0.49%
Dec 31, 2023	YAKIRA CAPITAL MANAGEMENT, INC.	0.4%	50.04K	340.3K	-21.3K	-29.85%
Dec 31, 2023	WALLEYE CAPITAL LLC	0.44%	55.19K	375.3K	55.19K	+100.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.66%	82.38K	560.2K	-455	-0.55%
Dec 31, 2023	JPMORGAN CHASE & CO	0.68%	85.42K	580.82K	62.03K	+265.24%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.82%	102.65K	696.14K	185	+0.18%
Dec 31, 2023	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.83%	104.82K	712.74K	-2.07K	-1.93%
Dec 31, 2023	INVESCO LTD.	0.85%	106.79K	726.14K	1.16K	+1.09%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.9%	113.41K	771.17K	113.41K	+100.00%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.94%	117.54K	799.29K	-170.5K	-59.19%
Dec 31, 2023	UBS GROUP AG	1.02%	127.81K	869.1K	8.32K	+6.96%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	1.16%	145.82K	991.6K	16K	+12.32%
Dec 31, 2023	QUARRY LP	1.74%	219.31K	1.49M	120	+0.05%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	1.92%	241.24K	1.66M	241.24K	+100.00%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	1.97%	247.35K	1.68M	247.35K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	2.19%	275.78K	1.88M	-114.43K	-29.33%
Dec 31, 2023	CLOUGH CAPITAL PARTNERS L P	2.38%	299.58K	2.04M	-869.51K	-74.38%
Dec 31, 2023	LPL FINANCIAL LLC	2.78%	349.28K	2.38M	-23.91K	-6.41%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	2.81%	353.59K	2.4M	-9.57K	-2.63%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	5.51%	692.49K	4.71M	-48.39K	-6.53%
Dec 31, 2023	MORGAN STANLEY	8.87%	1.12M	7.58M	616.81K	+123.79%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	14.74%	1.85M	12.59M	19.28K	+1.05%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-11.23K	-100.00%
Sep 30, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.12%	28.82K	-	28.82K	+100.00%
Sep 30, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.14%	32.96K	-	29	+0.09%
Sep 30, 2023	MELFA WEALTH MANAGEMENT, LLC	0.16%	37.52K	-	-1.9K	-4.83%
Sep 30, 2023	BAIRD FINANCIAL GROUP, INC.	0.56%	129.83K	-	48.64K	+59.91%
Sep 30, 2023	UBS GROUP AG	0.51%	119.49K	-	-8.26K	-6.47%
Sep 30, 2023	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.46%	106.88K	-	-6.55K	-5.78%
Sep 30, 2023	INVESCO LTD.	0.45%	105.63K	-	-16.78K	-13.71%
Sep 30, 2023	MOORS & CABOT, INC.	0.36%	82.7K	-	300	+0.36%
Sep 30, 2023	YAKIRA CAPITAL MANAGEMENT, INC.	0.31%	71.34K	-	-11.43K	-13.81%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	49.14K	-	881	+1.83%
Sep 30, 2023	NEWEDGE ADVISORS, LLC	0.44%	102.46K	-	-30.35K	-22.85%
Sep 30, 2023	SIT INVESTMENT ASSOCIATES INC	7.88%	1.83M	-	-508.29K	-21.71%
Sep 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.21%	48.36K	-	1.32K	+2.81%
Sep 30, 2023	EVERSOURCE WEALTH ADVISORS, LLC	0%	0	-	-24	-100.00%
Sep 30, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-35.71K	-100.00%
Sep 30, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0%	0	-	-203.41K	-100.00%
Sep 30, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.36%	82.84K	-	-2.71K	-3.17%
Sep 30, 2023	ICON ADVISERS INC/CO	0%	0	-	-307.88K	-100.00%
Sep 30, 2023	KARPUS MANAGEMENT, INC.	0%	0	-	-1.54M	-100.00%
Sep 30, 2023	BANK OF MONTREAL /CAN/	0%	0	-	-18.52K	-100.00%
Sep 30, 2023	TSFG, LLC	0%	300	-	0	0
Sep 30, 2023	COSTON, MCISAAC & PARTNERS	0%	873	-	37	+4.43%
Sep 30, 2023	HARBOUR INVESTMENTS, INC.	0%	1.07K	-	0	0
Sep 30, 2023	M&R CAPITAL MANAGEMENT INC	0.01%	1.27K	-	0	0
Sep 30, 2023	LFA - LUGANO FINANCIAL ADVISORS SA	0.03%	6K	-	-434	-6.75%
Sep 30, 2023	CWM, LLC	0.03%	7.29K	-	1.33K	+22.31%
Sep 30, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.04%	9.1K	-	9.1K	+100.00%
Sep 30, 2023	KOVACK ADVISORS, INC.	0.05%	10.82K	-	-1.03K	-8.71%
Sep 30, 2023	WORTH ASSET MANAGEMENT, LLC	0.05%	10.84K	-	3.25K	+42.85%
Sep 30, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.05%	11.23K	-	11.23K	+100.00%
Sep 30, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.05%	11.8K	-	1.69K	+16.73%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	5.67%	1.32M	-	-46.44K	-3.40%
Sep 30, 2023	CLOUGH CAPITAL PARTNERS L P	5.03%	1.17M	-	-91.61K	-7.27%
Sep 30, 2023	GUGGENHEIM CAPITAL LLC	3.19%	740.88K	-	-52.1K	-6.57%
Sep 30, 2023	MORGAN STANLEY	2.14%	498.27K	-	-39.98K	-7.43%
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	1.68%	390.21K	-	136.28K	+53.67%
Sep 30, 2023	LPL FINANCIAL LLC	1.6%	373.19K	-	6.78K	+1.85%
Sep 30, 2023	CAPITAL INVESTMENT ADVISORS, LLC	1.56%	363.16K	-	-4.62K	-1.26%
Sep 30, 2023	IGNITE PLANNERS, LLC	0.07%	16.65K	-	16.65K	+100.00%
Sep 30, 2023	B. RILEY WEALTH ADVISORS, INC.	0.08%	18.73K	-	-67.95K	-78.39%
Sep 30, 2023	CX INSTITUTIONAL	0.09%	21.02K	-	0	0
Sep 30, 2023	ROYAL BANK OF CANADA	0.1%	22.41K	-	0	0
Sep 30, 2023		0.1%	23.02K	-	23.02K	+100.00%
Sep 30, 2023	ADVISORY SERVICES NETWORK, LLC	0.1%	23.28K	-	4.87K	+26.43%

Insiders

Among the ACP insiders holding of 0% of the stake in company, ICAHN CARL C ET AL, Chairman of the Board of GP, holds the largest shares of 39.9M. SIEVWRIGHT JOHN P., director, is the second largest ACP insider with ownership of 3.08K shares. YAO NANCY, director, stands third with possession of 2.33K shares of that stake.

Insiders	Designation	Shares Held
ICAHN CARL C ET AL	Chairman of the Board of GP	39.9M
SIEVWRIGHT JOHN P.	director	3.08K
YAO NANCY	director	2.33K
MALONE PETER GERALD	director	2.28K
PORTER RAHN K	director	2.2K
REIT TODD	director	2K
MAASBACH NANCY YAO	director	1K
BIRD STEPHEN	director	1K
KUMAR NISHA	director	1K
TAKIAN RANDY	director	1K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 30, 2025	PORTER RAHN K	PURCHASE	5.79	2.2K	12.73K	2.2K
Sep 26, 2025	MALONE PETER GERALD	PURCHASE	5.93	500	2.97K	2.28K
Sep 23, 2025	REIT TODD	PURCHASE	5.82	2K	11.63K	2K
May 12, 2025	YAO NANCY	PURCHASE	5.77	1K	5.77K	2.33K
Oct 18, 2021	BIRD STEPHEN	PURCHASE	11.25	1K	11.25K	1K
Mar 10, 2020	MAASBACH NANCY YAO	PURCHASE	10.20	100	1.02K	1K
Jan 23, 2020	MAASBACH NANCY YAO	PURCHASE	11.51	900	10.36K	900
Oct 02, 2018	TAKIAN RANDY	PURCHASE	14.27	1K	14.27K	1K
Jun 13, 2018	MALONE PETER GERALD	PURCHASE	14.11	1K	14.11K	1K
Mar 19, 2018	KUMAR NISHA	PURCHASE	13.87	1K	13.87K	1K
Jan 12, 2018	SIEVWRIGHT JOHN P.	PURCHASE	14.38	3.08K	44.29K	3.08K
Aug 14, 2003	ICAHN CARL C ET AL	PURCHASE	11.00	190K	2.09M	39.9M

Frequently Asked Questions