© 2026 Stocks Telegraph All rights reserved.
Most stock quote data provided by Financial Modeling Prep
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.
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.
About 47.49% of BGB shares are held by financial institutions. CARY STREET PARTNERS FINANCIAL LLC is the top corporate investor, holding 78.92K shares valued at $879.91K. A 0.18% stake in Blackstone Strategic Credit Fund is owned by the company. CLEAR HARBOR ASSET MANAGEMENT, LLC owns 86.07K shares valued at $959.68K, which translates its holding of 0.19% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | CARY STREET PARTNERS FINANCIAL LLC | 0.18% | 78.92K | 879.91K | -9.57K | -10.81% |
| Mar 31, 2026 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.19% | 86.07K | 959.68K | 3.5K | +4.24% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.22% | 96.75K | 1.08M | -6.13K | -5.96% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.23% | 101.71K | 1.13M | -154.74K | -60.34% |
| Mar 31, 2026 | TRANQUILITY PARTNERS, LLC | 0.23% | 103.08K | 1.15M | -4.38K | -4.07% |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.02% | 9K | 100.35K | 0 | 0 |
| Mar 31, 2026 | GRAVES LIGHT LENHART WEALTH, INC. | 0.02% | 10K | 111.5K | 0 | 0 |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.02% | 10.1K | 112.62K | -124.43K | -92.49% |
| Mar 31, 2026 | FIFTH THIRD BANCORP | 0.02% | 10.62K | 118.42K | 10.62K | +100.00% |
| Mar 31, 2026 | 1776 WEALTH LLC | 0.02% | 10.91K | 121.67K | 0 | 0 |
| Mar 31, 2026 | KEYSTONE FINANCIAL GROUP | 0.02% | 11.11K | 123.86K | -400 | -3.48% |
| Mar 31, 2026 | MELFA WEALTH MANAGEMENT, LLC | 0.03% | 11.17K | 124.51K | 0 | 0 |
| Mar 31, 2026 | M&T BANK CORP | 0.03% | 11.31K | 126.06K | 0 | 0 |
| Mar 31, 2026 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.03% | 11.4K | 127.11K | 0 | 0 |
| Mar 31, 2026 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.03% | 11.69K | 130.3K | 0 | 0 |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.03% | 11.86K | 132K | 11.86K | +100.00% |
| Mar 31, 2026 | KATHMERE CAPITAL MANAGEMENT, LLC | 0.03% | 12.84K | 143.19K | 12.84K | +100.00% |
| Mar 31, 2026 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 13.92K | 155.19K | 2.6K | +22.97% |
| Mar 31, 2026 | SANCTUARY ADVISORS, LLC | 0.03% | 14.2K | 158.29K | 268 | +1.92% |
| Mar 31, 2026 | ETHOS FINANCIAL GROUP, LLC | 0.04% | 15.72K | 185.16K | 0 | 0 |
| Mar 31, 2026 | NEWEDGE ADVISORS, LLC | 0.13% | 56.98K | 635.38K | -7.41K | -11.50% |
| Mar 31, 2026 | SNOWDEN CAPITAL ADVISORS LLC | 0.05% | 20.14K | 224.54K | -189 | -0.93% |
| Mar 31, 2026 | STOLPER CO | 0.06% | 25.93K | 2.67M | -34.49K | -57.08% |
| Mar 31, 2026 | DAVENPORT & CO LLC | 0.06% | 27.83K | 310.27K | 0 | 0 |
| Mar 31, 2026 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.08% | 34.34K | 382.89K | 5.33K | +18.36% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.08% | 34.72K | 387.13K | -17.48K | -33.49% |
| Mar 31, 2026 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.27% | 118.67K | 1.32M | -72.52K | -37.93% |
| Mar 31, 2026 | ALMITAS CAPITAL LLC | 0.32% | 144.83K | 1.61M | 144.83K | +100.00% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 2.04% | 911.04K | 10.16M | 10.96K | +1.22% |
| Mar 31, 2026 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.09% | 40.62K | 452.88K | -37.94K | -48.29% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 45.79K | 508.67K | -2.5K | -5.18% |
| Mar 31, 2026 | CALAMOS ADVISORS LLC | 0.08% | 34.94K | 389.61K | 4.16K | +13.51% |
| Mar 31, 2026 | OPPENHEIMER & CO INC | 0.12% | 52.51K | 585.52K | 8.49K | +19.29% |
| Mar 31, 2026 | CAPITAL INVESTMENT ADVISORS, LLC | 0.35% | 157.36K | 1.75M | -31.7K | -16.77% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.84% | 376.15K | 4.19M | 40.18K | +11.96% |
| Mar 31, 2026 | LOOMIS SAYLES & CO L P | 0.96% | 429.52K | 4.79M | 429.52K | +100.00% |
| Mar 31, 2026 | TRANSCEND CAPITAL ADVISORS, LLC | 0.99% | 440.5K | 4.91M | -13.88K | -3.05% |
| Mar 31, 2026 | UBS GROUP AG | 1.1% | 492.96K | 5.5M | 3.22K | +0.66% |
| Mar 31, 2026 | CRESSET ASSET MANAGEMENT, LLC | 1.52% | 678.18K | 7.56M | 40.58K | +6.36% |
| Mar 31, 2026 | ADVISORS ASSET MANAGEMENT, INC. | 1.88% | 840.03K | 9.37M | -71.54K | -7.85% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 2.59% | 1.16M | 12.92M | 90.17K | +8.44% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 4.18% | 1.87M | 20.82M | -75.25K | -3.87% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 4.42% | 1.97M | 22.01M | 42.42K | +2.20% |
| Mar 31, 2026 | MORGAN STANLEY | 4.98% | 2.22M | 24.8M | 11.16K | +0.50% |
| Mar 31, 2026 | COASTAL BRIDGE ADVISORS, LLC | 5.49% | 2.45M | 27.33M | -17.61K | -0.71% |
| Mar 31, 2026 | SIT INVESTMENT ASSOCIATES INC | 6.16% | 2.75M | 30.7M | 727.79K | +35.93% |
| Mar 31, 2026 | ADVISORY SERVICES NETWORK, LLC | 0.04% | 19.62K | 218.71K | -110 | -0.56% |
| Mar 31, 2026 | VIRTUS INVESTMENT ADVISERS, INC. | 0.08% | 35.18K | 392.2K | -6.83K | -16.26% |
| Mar 31, 2026 | 0.12% | 53.04K | 591.41K | 869 | +1.67% | |
| Mar 31, 2026 | LIDO ADVISORS, LLC | 0.13% | 56.85K | 633.86K | 0 | 0 |
| Mar 31, 2026 | CSS LLC/IL | 0.16% | 72.19K | 804.89K | 16.7K | +30.09% |
| Mar 31, 2026 | MOORS & CABOT, INC. | 0.06% | 27.23K | 303.56K | 3.88K | +16.60% |
| Mar 31, 2026 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.06% | 27.58K | 307.46K | 8.5K | +44.56% |
| Mar 31, 2026 | ODER INVESTMENT MANAGEMENT, LLC | 0.11% | 48.31K | 538.6K | 655 | +1.37% |
| Mar 31, 2026 | ESSEX FINANCIAL SERVICES, INC. | 0.04% | 16.65K | 185.61K | 2 | +0.01% |
| Mar 31, 2026 | THRIVENT FINANCIAL FOR LUTHERANS | 0.37% | 163.72K | 1.83M | -13.51K | -7.62% |
| Mar 31, 2026 | BTG PACTUAL ASSET MANAGEMENT US LLC | 0.07% | 29.22K | 325.84K | 8.97K | +44.30% |
| Mar 31, 2026 | MERIT FINANCIAL GROUP, LLC | 0.38% | 170.37K | 1.9M | 2.4K | +1.43% |
| Mar 31, 2026 | ROBBINS FARLEY | 0.48% | 213.68K | 2.38M | 28.81K | +15.58% |
| Mar 31, 2026 | INVESCO LTD. | 0.56% | 250.94K | 2.8M | -45.93K | -15.47% |
| Mar 31, 2026 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0.59% | 262.62K | 2.93M | 9.22K | +3.64% |
| Mar 31, 2026 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.59% | 262.78K | 2.93M | 9.63K | +3.80% |
| Mar 31, 2026 | GUGGENHEIM CAPITAL LLC | 0.62% | 278.12K | 3.1M | -358 | -0.13% |
| Mar 31, 2026 | INTEGRATED WEALTH CONCEPTS LLC | 0.64% | 288.01K | 3.21M | -44.23K | -13.31% |
| Mar 31, 2026 | LOGAN STONE CAPITAL, LLC | 0.72% | 321.2K | 3.58M | 119.18K | +58.99% |
| Mar 31, 2026 | PATHSTONE HOLDINGS, LLC | 0.74% | 329.67K | 3.68M | 1.9K | +0.58% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.14% | 64.39K | 758.51K | 1.4K | +2.22% |
| Dec 31, 2025 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.18% | 82.57K | 972.68K | 61.44K | +290.81% |
| Dec 31, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0.2% | 88.48K | 1.04M | -11.39K | -11.40% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.23% | 102.88K | 1.21M | -32.15K | -23.81% |
| Dec 31, 2025 | TRANQUILITY PARTNERS, LLC | 0.24% | 107.46K | 1.27M | -848 | -0.78% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.3% | 134.53K | 1.58M | -6.34K | -4.50% |
| Dec 31, 2025 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0.57% | 253.4K | 3M | -23.62K | -8.53% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.57% | 256.45K | 3.02M | -1.36K | -0.53% |
| Dec 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.38% | 167.97K | 1.98M | -8.92K | -5.04% |
| Dec 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.4% | 177.23K | 2.09M | 0 | 0 |
| Dec 31, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.42% | 189.06K | 2.23M | -7.82K | -3.97% |
| Dec 31, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.43% | 191.18K | 2.25M | 4.93K | +2.65% |
| Dec 31, 2025 | PATHSTONE HOLDINGS, LLC | 0.73% | 327.77K | 3.86M | 4.47K | +1.38% |
| Dec 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.74% | 332.23K | 3.91M | -28.71K | -7.95% |
| Dec 31, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 1.02% | 454.37K | 5.35M | -85.15K | -15.78% |
| Dec 31, 2025 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.03% | 11.4K | 134.29K | 4K | +54.05% |
| Dec 31, 2025 | SPINNAKER INVESTMENT GROUP, LLC | 0.03% | 11.43K | 134.62K | -33.51K | -74.57% |
| Dec 31, 2025 | KEYSTONE FINANCIAL GROUP | 0.03% | 11.51K | 135.57K | 0 | 0 |
| Dec 31, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.03% | 11.69K | 137.66K | 0 | 0 |
| Dec 31, 2025 | ROBBINS FARLEY | 0.41% | 184.87K | 2.18M | 12.18K | +7.05% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.75% | 335.97K | 3.96M | 57.56K | +20.67% |
| Dec 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 2.04% | 911.57K | 10.74M | -110.57K | -10.82% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 2.39% | 1.07M | 12.59M | 718K | +204.78% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 4.32% | 1.93M | 22.75M | -590.51K | -23.41% |
| Dec 31, 2025 | 0.12% | 52.17K | 614.59K | 52.17K | +100.00% | |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.12% | 52.2K | 614.91K | -28.74K | -35.51% |
| Dec 31, 2025 | FIRST TRUST ADVISORS LP | 0.12% | 53.96K | 635.62K | -69.02K | -56.13% |
| Dec 31, 2025 | CSS LLC/IL | 0.12% | 55.49K | 653.68K | 55.49K | +100.00% |
| Dec 31, 2025 | LIDO ADVISORS, LLC | 0.13% | 56.85K | 691.84K | 0 | 0 |
| Dec 31, 2025 | CALAMOS ADVISORS LLC | 0.07% | 30.78K | 362.62K | 7.49K | +32.14% |
| Dec 31, 2025 | VIRTUS INVESTMENT ADVISERS, INC. | 0.09% | 42.01K | 494.83K | -13.35K | -24.11% |
| Dec 31, 2025 | OPPENHEIMER & CO INC | 0.1% | 44.02K | 518.56K | 10.68K | +32.02% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.11% | 48.29K | 572.66K | -1.29K | -2.60% |
| Dec 31, 2025 | GUGGENHEIM CAPITAL LLC | 0.62% | 278.48K | 3.28M | -60.7K | -17.90% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 4.35% | 1.94M | 22.89M | 36.53K | +1.92% |
| Dec 31, 2025 | SNOWDEN CAPITAL ADVISORS LLC | 0.05% | 20.33K | 241.02K | 370 | +1.85% |
| Dec 31, 2025 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.07% | 29.01K | 341.78K | 3.85K | +15.30% |
| Dec 31, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.18% | 78.55K | 925.34K | 16.17K | +25.93% |
| Dec 31, 2025 | LOGAN STONE CAPITAL, LLC | 0.45% | 202.02K | 2.38M | 202.02K | +100.00% |
| Dec 31, 2025 | INVESCO LTD. | 0.66% | 296.87K | 3.5M | -65.05K | -17.97% |
| Dec 31, 2025 | CRESSET ASSET MANAGEMENT, LLC | 1.43% | 637.6K | 7.56M | 39.73K | +6.64% |
| Dec 31, 2025 | COASTAL BRIDGE ADVISORS, LLC | 5.53% | 2.47M | 29.09M | -53.77K | -2.13% |
| Dec 31, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.04% | 16.35K | 192.59K | -2.58K | -13.61% |
| Dec 31, 2025 | COMERICA BANK | 0.02% | 10.48K | 123.43K | 2.6K | +32.92% |
| Dec 31, 2025 | 1776 WEALTH LLC | 0.02% | 10.91K | 128.54K | 10.91K | +100.00% |
| Dec 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.03% | 11.17K | 131.55K | 0 | 0 |
| Dec 31, 2025 | M&T BANK CORP | 0.03% | 11.31K | 133.19K | 0 | 0 |
| Dec 31, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.03% | 11.32K | 134.68K | 11.32K | +100.00% |
| Dec 31, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.04% | 15.72K | 185.16K | 284 | +1.84% |
| Dec 31, 2025 | MOORS & CABOT, INC. | 0.05% | 23.35K | 275.06K | 300 | +1.30% |
| Dec 31, 2025 | DAVENPORT & CO LLC | 0.06% | 27.83K | 327.8K | 0 | 0 |
| Dec 31, 2025 | ODER INVESTMENT MANAGEMENT, LLC | 0.11% | 47.65K | 561.32K | 4.53K | +10.52% |
| Dec 31, 2025 | STOLPER CO | 0.14% | 60.42K | 712K | 1.28K | +2.17% |
| Dec 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.31% | 136.68K | 1.62M | -3.9K | -2.78% |
| Dec 31, 2025 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.57% | 253.15K | 2.98M | 253.15K | +100.00% |
| Dec 31, 2025 | UBS GROUP AG | 1.1% | 489.74K | 5.77M | -1.61K | -0.33% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 2.02% | 900.08K | 10.6M | 14.06K | +1.59% |
| Dec 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 4.53% | 2.03M | 23.86M | 1.19M | +141.88% |
| Dec 31, 2025 | MORGAN STANLEY | 4.95% | 2.21M | 26.07M | 75.89K | +3.55% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.03% | 11.7K | 138K | -36 | -0.31% |
| Dec 31, 2025 | JT STRATFORD LLC | 0.03% | 13.15K | 154.91K | -340 | -2.52% |
| Dec 31, 2025 | SANCTUARY ADVISORS, LLC | 0.03% | 13.93K | 164.07K | 0 | 0 |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.04% | 16.42K | 193.48K | 16.42K | +100.00% |
| Dec 31, 2025 | ESSEX FINANCIAL SERVICES, INC. | 0.04% | 16.64K | 196.07K | 2 | +0.01% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.04% | 18.36K | 216.29K | 18.36K | +100.00% |
| Dec 31, 2025 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.04% | 19.08K | 224.7K | 0 | 0 |
| Dec 31, 2025 | BTG PACTUAL ASSET MANAGEMENT US LLC | 0.05% | 20.25K | 245.44K | 0 | 0 |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.75% | 780.98K | 9.51M | 11.2K | +1.46% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 4.27% | 1.91M | 23.2M | 77.28K | +4.23% |
| Sep 30, 2025 | MORGAN STANLEY | 4.78% | 2.14M | 26.01M | 59.99K | +2.89% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 5.65% | 2.52M | 30.69M | 47.04K | +1.90% |
| Sep 30, 2025 | COASTAL BRIDGE ADVISORS, LLC | 5.65% | 2.52M | 30.7M | -369.33K | -12.77% |
| Sep 30, 2025 | SPINNAKER INVESTMENT GROUP, LLC | 0.1% | 44.94K | 546.93K | 44.94K | +100.00% |
| Sep 30, 2025 | HRT FINANCIAL LP | 0.1% | 45.1K | 548K | 45.1K | +100.00% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.11% | 49.58K | 594.4K | 1.31K | +2.70% |
| Sep 30, 2025 | TRANQUILITY PARTNERS, LLC | 0.24% | 108.3K | 1.32M | -3.19K | -2.86% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.32% | 140.87K | 1.71M | -82 | -0.06% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.62% | 278.42K | 3.39M | 4.91K | +1.79% |
| Sep 30, 2025 | PATHSTONE HOLDINGS, LLC | 0.72% | 323.31K | 3.93M | -778.55K | -70.66% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.79% | 350.63K | 4.27M | 44.89K | +14.68% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 1.87% | 837.32K | 10.19M | 89.89K | +12.03% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 1.98% | 886.02K | 10.78M | -2.78K | -0.31% |
| Sep 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 2.29% | 1.02M | 12.44M | 43.92K | +4.49% |
| Sep 30, 2025 | SNOWDEN CAPITAL ADVISORS LLC | 0.04% | 19.96K | 242.88K | 0 | 0 |
| Sep 30, 2025 | VIRTUS INVESTMENT ADVISERS, INC. | 0.12% | 55.35K | 673.65K | 55.35K | +100.00% |
| Sep 30, 2025 | LIDO ADVISORS, LLC | 0.13% | 56.85K | 691.84K | 0 | 0 |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.13% | 58.51K | 712.12K | -17K | -22.51% |
| Sep 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.4% | 177.23K | 2.16M | -9K | -4.83% |
| Sep 30, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.44% | 196.88K | 2.4M | -3.7K | -1.85% |
| Sep 30, 2025 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0.62% | 277.02K | 3.37M | 277.02K | +100.00% |
| Sep 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.31% | 140.58K | 1.71M | -198 | -0.14% |
| Sep 30, 2025 | ROBBINS FARLEY | 0.39% | 172.69K | 2.1M | 46.3K | +36.63% |
| Sep 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.4% | 176.89K | 2.15M | -23.51K | -11.73% |
| Sep 30, 2025 | STOLPER CO | 0.13% | 59.13K | 720K | -184 | -0.31% |
| Sep 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.14% | 62.38K | 759.15K | 16.32K | +35.44% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.14% | 62.99K | 766.58K | -400 | -0.63% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.18% | 80.94K | 992.38K | -4.01K | -4.72% |
| Sep 30, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0.22% | 99.87K | 1.22M | 39 | +0.04% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 0.76% | 339.18K | 4.13M | -60.03K | -15.04% |
| Sep 30, 2025 | UBS GROUP AG | 1.1% | 491.35K | 5.98M | 41.75K | +9.29% |
| Sep 30, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 1.21% | 539.52K | 6.57M | 257.38K | +91.22% |
| Sep 30, 2025 | CRESSET ASSET MANAGEMENT, LLC | 1.34% | 597.88K | 7.28M | 258.95K | +76.40% |
| Sep 30, 2025 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.05% | 21.13K | 257.13K | -80 | -0.38% |
| Sep 30, 2025 | MOORS & CABOT, INC. | 0.05% | 23.05K | 280.52K | 1.93K | +9.11% |
| Sep 30, 2025 | READYSTATE ASSET MANAGEMENT LP | 0.06% | 24.58K | 299.18K | -81.22K | -76.76% |
| Sep 30, 2025 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.06% | 25.16K | 306.24K | 1K | +4.14% |
| Sep 30, 2025 | DAVENPORT & CO LLC | 0.06% | 27.83K | 338.66K | 0 | 0 |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.07% | 29.4K | 357.83K | 1.51K | +5.41% |
| Sep 30, 2025 | ODER INVESTMENT MANAGEMENT, LLC | 0.1% | 43.12K | 524.72K | 7.08K | +19.66% |
| Sep 30, 2025 | FIRST TRUST ADVISORS LP | 0.28% | 122.98K | 1.5M | 16.06K | +15.02% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.3% | 135.04K | 1.64M | 19.35K | +16.72% |
| Sep 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.81% | 360.94K | 4.39M | -26.66K | -6.88% |
| Sep 30, 2025 | SPIRE WEALTH MANAGEMENT | 0.01% | 2.5K | 30.43K | 0 | 0 |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.01% | 4.4K | 53.55K | 0 | 0 |
| Sep 30, 2025 | HORRELL CAPITAL MANAGEMENT, INC. | 0.01% | 5K | 60.85K | 0 | 0 |
| Sep 30, 2025 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.02% | 7.4K | 90.06K | 0 | 0 |
| Sep 30, 2025 | GRAVES LIGHT LENHART WEALTH, INC. | 0.02% | 10K | 121.7K | 0 | 0 |
| Sep 30, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.02% | 10.4K | 126.54K | 0 | 0 |
| Sep 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.03% | 11.17K | 135.9K | 0 | 0 |
| Sep 30, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.03% | 11.69K | 142.22K | 0 | 0 |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.03% | 11.74K | 143K | 0 | 0 |
| Sep 30, 2025 | JT STRATFORD LLC | 0.03% | 13.49K | 164.17K | 3.29K | +32.19% |
| Sep 30, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.03% | 15.43K | 187.83K | 15.43K | +100.00% |
| Sep 30, 2025 | ESSEX FINANCIAL SERVICES, INC. | 0.04% | 16.64K | 202.53K | 2 | +0.01% |
| Sep 30, 2025 | CATALINA CAPITAL GROUP, LLC | 0.04% | 17.92K | 218.12K | 17.92K | +100.00% |
| Sep 30, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.04% | 18.92K | 230.31K | -4.3K | -18.50% |
| Sep 30, 2025 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.04% | 19.08K | 232.14K | 0 | 0 |
| Sep 30, 2025 | BTG PACTUAL ASSET MANAGEMENT US LLC | 0.05% | 20.25K | 245.44K | -628 | -3.01% |
| Sep 30, 2025 | CALAMOS ADVISORS LLC | 0.05% | 23.3K | 283.5K | 4.16K | +21.74% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.07% | 32.92K | 400.6K | 4.29K | +14.99% |
| Sep 30, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.42% | 186.25K | 2.27M | -48.78K | -20.75% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.58% | 257.82K | 3.14M | -11.42K | -4.24% |
| Sep 30, 2025 | INVESCO LTD. | 0.81% | 361.92K | 4.4M | 1.2K | +0.33% |
| Sep 30, 2025 | OPPENHEIMER & CO INC | 0.07% | 33.34K | 405.8K | 7.06K | +26.84% |
| Jun 30, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0% | 205 | 2.49K | 120 | +141.18% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 5.54% | 2.47M | 30M | -159.01K | -6.04% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.26% | 115.69K | 1.4M | 4.92K | +4.44% |
| Jun 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.42% | 186.23K | 2.26M | 0 | 0 |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.19% | 84.95K | 1.03M | 21.65K | +34.21% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 28.63K | 346.95K | 1.79K | +6.67% |
| Jun 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.05% | 22.72K | 281.98K | 47 | +0.21% |
| Jun 30, 2025 | BTG PACTUAL ASSET MANAGEMENT US LLC | 0.05% | 20.88K | 253.05K | 0 | 0 |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.14% | 63.39K | 768.28K | 200 | +0.32% |
| Jun 30, 2025 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.05% | 21.21K | 257.04K | 21.21K | +100.00% |
| Jun 30, 2025 | ODER INVESTMENT MANAGEMENT, LLC | 0.08% | 36.03K | 436.72K | -14.16K | -28.22% |
| Jun 30, 2025 | CALAMOS ADVISORS LLC | 0.04% | 19.14K | 231.92K | 19.14K | +100.00% |
| Jun 30, 2025 | WETHERBY ASSET MANAGEMENT INC | 0.03% | 12.5K | 151.5K | 12.5K | +100.00% |
| Jun 30, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.03% | 11.69K | 141.63K | -1.79K | -13.27% |
| Jun 30, 2025 | LEO WEALTH, LLC | 0.02% | 10.72K | 129.95K | 0 | 0 |
| Jun 30, 2025 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.02% | 10.21K | 123.73K | 0 | 0 |
| Jun 30, 2025 | JT STRATFORD LLC | 0.02% | 10.21K | 123.69K | 10.21K | +100.00% |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.01% | 4.4K | 53.33K | 4.4K | +100.00% |
| Jun 30, 2025 | SPIRE WEALTH MANAGEMENT | 0.01% | 2.5K | 30.3K | 0 | 0 |
| Jun 30, 2025 | BESSEMER GROUP INC | 0% | 2.11K | 26K | 0 | 0 |
| Jun 30, 2025 | PRIVATE TRUST CO NA | 0% | 1.8K | 21.82K | 0 | 0 |
| Jun 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0% | 780 | 9.45K | 0 | 0 |
| Jun 30, 2025 | COASTAL BRIDGE ADVISORS, LLC | 6.48% | 2.89M | 35.05M | -308.88K | -9.65% |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 1.67% | 747.43K | 9.06M | 416.53K | +125.88% |
| Jun 30, 2025 | CRESSET ASSET MANAGEMENT, LLC | 0.88% | 391.45K | 4.74M | 176.89K | +82.44% |
| Jun 30, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 0.63% | 282.14K | 3.42M | -254.86K | -47.46% |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 190 | 2.3K | 190 | +100.00% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 0 | - | -1K | -100.00% |
| Jun 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 0 | - | -87 | -100.00% |
| Jun 30, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -36.88K | -100.00% |
| Jun 30, 2025 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0% | 0 | - | -18.06K | -100.00% |
| Jun 30, 2025 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0% | 0 | - | -11.94K | -100.00% |
| Jun 30, 2025 | ELEQUIN SECURITIES, LLC | 0% | 0 | - | -1.5K | -100.00% |
| Jun 30, 2025 | ROUND ROCK ADVISORS, LLC | 0% | 0 | - | -20.75K | -100.00% |
| Jun 30, 2025 | CORECAP ADVISORS, LLC | 0% | 0 | - | -5.7K | -100.00% |
| Jun 30, 2025 | INVICTUS PRIVATE WEALTH, LLC | 0% | 0 | - | -56.34K | -100.00% |
| Jun 30, 2025 | M&T BANK CORP | 0.03% | 11.31K | 137.03K | 0 | 0 |
| Jun 30, 2025 | PATHSTONE HOLDINGS, LLC | 2.47% | 1.1M | 13.35M | -308.65K | -21.88% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.72% | 769.78K | 9.33M | 25.92K | +3.48% |
| Jun 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.87% | 387.6K | 4.7M | -42.07K | -9.79% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.68% | 305.74K | 3.71M | 28.76K | +10.38% |
| Jun 30, 2025 | TRANQUILITY PARTNERS, LLC | 0.25% | 111.5K | 1.35M | -4.26K | -3.68% |
| Jun 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.03% | 11.17K | 135.34K | 0 | 0 |
| Jun 30, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.02% | 10.4K | 126.02K | -5.4K | -34.18% |
| Jun 30, 2025 | GRAVES LIGHT LENHART WEALTH, INC. | 0.02% | 10K | 121.2K | 0 | 0 |
| Jun 30, 2025 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.02% | 7.4K | 89.69K | 1K | +15.63% |
| Jun 30, 2025 | HORRELL CAPITAL MANAGEMENT, INC. | 0.01% | 5K | 60.6K | 0 | 0 |
| Jun 30, 2025 | ROBBINS FARLEY | 0.28% | 126.4K | 1.53M | 6.38K | +5.32% |
| Jun 30, 2025 | READYSTATE ASSET MANAGEMENT LP | 0.24% | 105.8K | 1.28M | 67K | +172.70% |
| Jun 30, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0.22% | 99.83K | 1.21M | 14.44K | +16.91% |
| Jun 30, 2025 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.04% | 19.08K | 231.19K | 0 | 0 |
| Jun 30, 2025 | ESSEX FINANCIAL SERVICES, INC. | 0.04% | 16.64K | 201.67K | 3 | +0.02% |
| Jun 30, 2025 | KEYSTONE FINANCIAL GROUP | 0.03% | 11.56K | 140.09K | -1.3K | -10.11% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.6% | 269.23K | 3.26M | -13.15K | -4.66% |
| Jun 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.45% | 200.4K | 2.43M | -10.34K | -4.91% |
| Jun 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.32% | 140.78K | 1.71M | 15.99K | +12.81% |
| Jun 30, 2025 | STOLPER CO | 0.13% | 59.32K | 719K | 2.54K | +4.48% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.11% | 48.27K | 591.79K | 48.27K | +100.00% |
| Jun 30, 2025 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.05% | 24.16K | 292.86K | 2.04K | +9.23% |
| Jun 30, 2025 | MORGAN STANLEY | 4.65% | 2.08M | 25.18M | -12.35K | -0.59% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 4.09% | 1.83M | 22.17M | -59.78K | -3.16% |
| Jun 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 2.19% | 978.22K | 11.86M | 164.23K | +20.18% |
| Jun 30, 2025 | UBS GROUP AG | 1.01% | 449.6K | 5.45M | 18.59K | +4.31% |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 0.89% | 399.21K | 4.84M | -108.65K | -21.39% |
| Jun 30, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.05% | 23.22K | 281.41K | -319 | -1.36% |
| Jun 30, 2025 | MOORS & CABOT, INC. | 0.05% | 21.13K | 256.04K | 1.95K | +10.17% |
| Jun 30, 2025 | SNOWDEN CAPITAL ADVISORS LLC | 0.04% | 19.96K | 241.88K | 600 | +3.10% |
| Jun 30, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.53% | 235.03K | 2.85M | -6.22K | -2.58% |
| Jun 30, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.45% | 200.58K | 2.43M | -7.33K | -3.52% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 1.99% | 888.8K | 10.77M | 13.46K | +1.54% |
| Jun 30, 2025 | INVESCO LTD. | 0.81% | 360.72K | 4.37M | 31.04K | +9.42% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.61% | 273.51K | 3.31M | 25.28K | +10.18% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.32% | 140.95K | 1.71M | 4.15K | +3.03% |
| Jun 30, 2025 | LIDO ADVISORS, LLC | 0.13% | 56.85K | 689K | 0 | 0 |
| Jun 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.1% | 46.06K | 558.19K | 46.06K | +100.00% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.06% | 27.89K | 338.06K | 5.34K | +23.68% |
| Jun 30, 2025 | FIRST TRUST ADVISORS LP | 0.24% | 106.93K | 1.3M | 3.97K | +3.86% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.17% | 75.51K | 915.18K | 1.06K | +1.43% |
| Jun 30, 2025 | DAVENPORT & CO LLC | 0.06% | 27.83K | 337.26K | 0 | 0 |
| Jun 30, 2025 | OPPENHEIMER & CO INC | 0.06% | 26.29K | 318.62K | -2.16K | -7.58% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 5.9% | 2.63M | 31.82M | 297.34K | +12.73% |
| Mar 31, 2025 | CRESSET ASSET MANAGEMENT, LLC | 0.48% | 214.56K | 2.59M | 101.02K | +88.97% |
| Mar 31, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.54% | 241.25K | 2.91M | -67.02K | -21.74% |
| Mar 31, 2025 | ROBBINS FARLEY | 0.27% | 120.01K | 1.45M | 113.61K | +1,774.93% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.25% | 110.77K | 1.34M | -1.64K | -1.46% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.63% | 282.39K | 3.41M | 54.06K | +23.68% |
| Mar 31, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.08% | 36.88K | 445.56K | -5K | -11.94% |
| Mar 31, 2025 | UBS GROUP AG | 0.96% | 431.01K | 5.21M | 26.7K | +6.60% |
| Mar 31, 2025 | STOLPER CO | 0.13% | 56.77K | 686K | 649 | +1.16% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.05% | 22.55K | 272.42K | -145.82K | -86.61% |
| Mar 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.05% | 22.68K | 273.91K | -6.53K | -22.35% |
| Mar 31, 2025 | READYSTATE ASSET MANAGEMENT LP | 0.09% | 38.8K | 468.67K | 38.8K | +100.00% |
| Mar 31, 2025 | SELWAY ASSET MANAGEMENT | 0.11% | 47.01K | 567.82K | -4.9K | -9.44% |
| Mar 31, 2025 | ODER INVESTMENT MANAGEMENT, LLC | 0.11% | 50.2K | 606.36K | -3.9K | -7.21% |
| Mar 31, 2025 | INVICTUS PRIVATE WEALTH, LLC | 0.13% | 56.34K | 680.58K | 1.61K | +2.93% |
| Mar 31, 2025 | LIDO ADVISORS, LLC | 0.13% | 56.85K | 686.72K | 0 | 0 |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.14% | 63.19K | 763.33K | 7.01K | +12.47% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.14% | 63.3K | 764.64K | -3.57K | -5.34% |
| Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.17% | 74.45K | 899.3K | 3.83K | +5.43% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.31% | 136.8K | 1.65M | 14.01K | +11.41% |
| Mar 31, 2025 | TRANQUILITY PARTNERS, LLC | 0.26% | 115.75K | 1.4M | -3.53K | -2.96% |
| Mar 31, 2025 | BTG PACTUAL ASSET MANAGEMENT US LLC | 0.05% | 20.88K | 252.22K | 1.48K | +7.63% |
| Mar 31, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0.19% | 85.39K | 1.03M | -1.06K | -1.22% |
| Mar 31, 2025 | FIRST TRUST ADVISORS LP | 0.23% | 102.96K | 1.24M | -57.56K | -35.86% |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 1.14% | 507.86K | 6.13M | -84.36K | -14.24% |
| Mar 31, 2025 | PATHSTONE HOLDINGS, LLC | 3.16% | 1.41M | 17.02M | -516.12K | -26.79% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 4.23% | 1.89M | 22.82M | 43.56K | +2.36% |
| Mar 31, 2025 | MORGAN STANLEY | 4.68% | 2.09M | 25.24M | 296.94K | +16.57% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.56% | 248.23K | 3M | -12.69K | -4.86% |
| Mar 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.47% | 210.74K | 2.55M | -134 | -0.06% |
| Mar 31, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.47% | 207.91K | 2.51M | -4.59K | -2.16% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 26.84K | 324.17K | -7.33K | -21.45% |
| Mar 31, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.05% | 23.54K | 284.34K | -1.95K | -7.65% |
| Mar 31, 2025 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.05% | 22.12K | 267.23K | 4.03K | +22.30% |
| Mar 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.42% | 186.23K | 2.25M | 0 | 0 |
| Mar 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.28% | 124.79K | 1.51M | 39.24K | +45.87% |
| Mar 31, 2025 | INVESCO LTD. | 0.74% | 329.67K | 3.98M | 76.09K | +30.01% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 0.74% | 330.9K | 4M | 330.9K | +100.00% |
| Mar 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.96% | 429.67K | 5.19M | -57.87K | -11.87% |
| Mar 31, 2025 | COASTAL BRIDGE ADVISORS, LLC | 7.17% | 3.2M | 38.67M | -71.53K | -2.19% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.62% | 276.98K | 3.35M | -300 | -0.11% |
| Mar 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 1.82% | 814K | 9.83M | 74.94K | +10.14% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 1.96% | 875.34K | 10.57M | 6.4K | +0.74% |
| Mar 31, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 1.2% | 537K | 6.49M | -20.67K | -3.71% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.67% | 743.87K | 8.99M | 21.95K | +3.04% |
| Mar 31, 2025 | SNOWDEN CAPITAL ADVISORS LLC | 0.04% | 19.36K | 233.83K | 0 | 0 |
| Mar 31, 2025 | ROUND ROCK ADVISORS, LLC | 0.05% | 20.75K | 250.64K | 0 | 0 |
| Mar 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.06% | 25.86K | 312.4K | 5.63K | +27.83% |
| Mar 31, 2025 | DAVENPORT & CO LLC | 0.06% | 27.83K | 336.15K | -1.17K | -4.04% |
| Mar 31, 2025 | OPPENHEIMER & CO INC | 0.06% | 28.45K | 343.62K | 2.51K | +9.68% |
| Mar 31, 2024 | ESSEX FINANCIAL SERVICES, INC. | 0.04% | 16.53K | 196.73K | 0 | 0 |
| Mar 31, 2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.04% | 16.97K | 201.98K | 16.97K | +100.00% |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.04% | 17.15K | 204K | 17.15K | +100.00% |
| Mar 31, 2024 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.04% | 17.31K | 206.04K | 3.06K | +21.50% |
| Mar 31, 2024 | MOORS & CABOT, INC. | 0.04% | 17.75K | 211.23K | 17.75K | +100.00% |
| Mar 31, 2024 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 0.04% | 18.1K | 215.39K | -1.3K | -6.70% |
| Mar 31, 2024 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.04% | 19.08K | 226.99K | 0 | 0 |
| Mar 31, 2024 | GREYTOWN ADVISORS INC. | 0.05% | 23.98K | 285.39M | 0 | 0 |
| Mar 31, 2024 | RAYMOND JAMES TRUST N.A. | 0.06% | 24.82K | 295.35K | 0 | 0 |
| Mar 31, 2024 | ROUND ROCK ADVISORS, LLC | 0.07% | 29.5K | 351.03K | 0 | 0 |
| Mar 31, 2024 | CHOREO, LLC | 0.07% | 30.06K | 357.66K | 30.06K | +100.00% |
| Mar 31, 2024 | OPPENHEIMER & CO INC | 0.07% | 30.78K | 366.22K | 2.07K | +7.19% |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.07% | 33.27K | 395.88K | 11.02K | +49.54% |
| Mar 31, 2024 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.09% | 41.88K | 494.23K | -83.48K | -66.59% |
| Mar 31, 2024 | BULLDOG INVESTORS, LLP | 0.09% | 42.3K | 503.31K | -79.11K | -65.16% |
| Mar 31, 2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.1% | 43.03K | 512.08K | 0 | 0 |
| Mar 31, 2024 | FIRST TRUST ADVISORS LP | 0.35% | 155.72K | 1.85M | 12.09K | +8.42% |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.17% | 73.84K | 878.69K | 73.84K | +100.00% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.18% | 78.38K | 932.77K | -4.3K | -5.20% |
| Mar 31, 2024 | CETERA ADVISORS LLC | 0.19% | 82.9K | 986.51K | 82.9K | +100.00% |
| Mar 31, 2024 | RIVERBRIDGE PARTNERS LLC | 0.2% | 90.17K | 1.07M | 840 | +0.94% |
| Mar 31, 2024 | TOROSO INVESTMENTS, LLC | 0.25% | 111.62K | 1.33M | 5.63K | +5.31% |
| Mar 31, 2024 | CRESSET ASSET MANAGEMENT, LLC | 0.25% | 113.54K | 1.35M | 0 | 0 |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.26% | 117.39K | 1.4M | 30.96K | +35.81% |
| Mar 31, 2024 | TRANQUILITY PARTNERS, LLC | 0.27% | 119.06K | 1.42M | 18.57K | +18.47% |
| Mar 31, 2024 | INVESCO LTD. | 0.27% | 120.64K | 1.44M | -40.84K | -25.29% |
| Mar 31, 2024 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.28% | 126.52K | 1.51M | 23.35K | +22.63% |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.29% | 129.96K | 1.55M | 7.83K | +6.41% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.31% | 140.4K | 1.67M | 6.63K | +4.96% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.32% | 141.88K | 1.69M | 34.75K | +32.44% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.35% | 156.42K | 1.86M | 24.15K | +18.26% |
| Mar 31, 2024 | THOMAS J. HERZFELD ADVISORS, INC. | 0.37% | 167.35K | 1.99M | -5.46K | -3.16% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.4% | 177.49K | 2.11M | 158.02K | +811.54% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.66% | 295K | 3.51M | 42.81K | +16.98% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.88% | 392.48K | 4.67M | 6.81K | +1.77% |
| Mar 31, 2024 | CERITY PARTNERS LLC | 0.1% | 44.5K | 529.55K | 0 | 0 |
| Mar 31, 2024 | LIDO ADVISORS, LLC | 0.1% | 44.9K | 534.29K | 0 | 0 |
| Mar 31, 2024 | INVICTUS PRIVATE WEALTH, LLC | 0.11% | 47.29K | 562.69K | 1.8K | +3.96% |
| Mar 31, 2024 | VIRTUS ETF ADVISERS LLC | 0.11% | 47.47K | 564.94K | 10.7K | +29.11% |
| Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0.11% | 49.33K | 587.02K | -2.46K | -4.74% |
| Mar 31, 2024 | STOLPER CO | 0.12% | 55.46K | 660K | 790 | +1.45% |
| Mar 31, 2024 | SELWAY ASSET MANAGEMENT | 0.13% | 60.11K | 715.25K | -1.2K | -1.96% |
| Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 2.82% | 1.26M | 15.01M | 55.45K | +4.60% |
| Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 1.83% | 815.21K | 9.7M | 100.53K | +14.07% |
| Mar 31, 2024 | INTEGRATED WEALTH CONCEPTS LLC | 1.35% | 603.39K | 7.18M | -87.56K | -12.67% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 1.23% | 548.88K | 6.53M | 548.88K | +100.00% |
| Mar 31, 2024 | SIT INVESTMENT ASSOCIATES INC | 0.94% | 420.48K | 5M | -968.2K | -69.72% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.14% | 61.77K | 735.04K | 11.43K | +22.71% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.14% | 63.4K | 754.4K | 8.67K | +15.85% |
| Mar 31, 2024 | ODER INVESTMENT MANAGEMENT, LLC | 0.15% | 65.93K | 784.61K | -679 | -1.02% |
| Mar 31, 2024 | ALPINE GLOBAL MANAGEMENT, LLC | 0.4% | 180.56K | 2.15M | 0 | 0 |
| Mar 31, 2024 | THRIVENT FINANCIAL FOR LUTHERANS | 0.41% | 183.73K | 2.19M | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 0.43% | 193.01K | 2.3M | -1.7K | -0.87% |
| Mar 31, 2024 | VIVALDI CAPITAL MANAGEMENT LP | 0.49% | 220.31K | 2.64M | -30.51K | -12.17% |
| Mar 31, 2024 | CAPITAL INVESTMENT ADVISORS, LLC | 0.51% | 226.98K | 2.7M | -8.72K | -3.70% |
| Mar 31, 2024 | NEXT CAPITAL MANAGEMENT LLC | 0.53% | 235.63K | 2.8M | -825 | -0.35% |
| Mar 31, 2024 | ADVISORS ASSET MANAGEMENT, INC. | 0.56% | 248.3K | 2.95M | 76.5K | +44.53% |
| Mar 31, 2024 | MERIT FINANCIAL GROUP, LLC | 0.56% | 249.54K | 2.97M | -12.27K | -4.69% |
| Mar 31, 2024 | TRANSCEND CAPITAL ADVISORS, LLC | 0.87% | 387.47K | 4.61M | 95.62K | +32.76% |
| Mar 31, 2024 | MORGAN STANLEY | 5.3% | 2.37M | 28.15M | 93.32K | +4.11% |
| Mar 31, 2024 | COASTAL BRIDGE ADVISORS, LLC | 8.81% | 3.94M | 46.85M | -75.04K | -1.87% |
| Mar 31, 2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.18% | 973.29K | 11.58M | 0 | 0 |
| Mar 31, 2024 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2.24% | 1M | 11.92M | -38.22K | -3.67% |
| Mar 31, 2024 | PENSERRA CAPITAL MANAGEMENT LLC | 2.48% | 1.11M | 13.18M | 27.07K | +2.51% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 2.6% | 1.16M | 13.83M | 37.68K | +3.35% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 2.67% | 1.19M | 14.19M | 76.93K | +6.90% |
| Dec 31, 2023 | INTEGRATED WEALTH CONCEPTS LLC | 1.55% | 690.94K | 7.82M | -131.78K | -16.02% |
| Dec 31, 2023 | INVICTUS PRIVATE WEALTH, LLC | 0.1% | 45.49K | 514.89K | 14.71K | +47.82% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.11% | 50.34K | 569.8K | -214 | -0.42% |
| Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.12% | 51.78K | 586.2K | -3.5K | -6.33% |
| Dec 31, 2023 | STOLPER CO | 0.12% | 54.67K | 619K | 1.18K | +2.20% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.12% | 54.72K | 619.45K | -72.53K | -57.00% |
| Dec 31, 2023 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 0.14% | 60.68K | 686.85K | 1.13K | +1.90% |
| Dec 31, 2023 | SELWAY ASSET MANAGEMENT | 0.14% | 61.31K | 693.97K | -13.4K | -17.94% |
| Dec 31, 2023 | ODER INVESTMENT MANAGEMENT, LLC | 0.15% | 66.61K | 754.06K | -194 | -0.29% |
| Dec 31, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.16% | 72.6K | 821.78K | -74.37K | -50.60% |
| Dec 31, 2023 | ALMITAS CAPITAL LLC | 0.18% | 80.16K | 907.39K | 32.05K | +66.61% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.19% | 82.68K | 944.24K | 27.1K | +48.76% |
| Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.19% | 86.44K | 978.44K | 25.08K | +40.88% |
| Dec 31, 2023 | RIVERBRIDGE PARTNERS LLC | 0.2% | 89.33K | 1.01M | 799 | +0.90% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.21% | 92.03K | 1.04M | 92.03K | +100.00% |
| Dec 31, 2023 | TRANQUILITY PARTNERS, LLC | 0.23% | 100.49K | 1.14M | -12.19K | -10.82% |
| Dec 31, 2023 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.23% | 103.17K | 1.17M | 103.17K | +100.00% |
| Dec 31, 2023 | TOROSO INVESTMENTS, LLC | 0.24% | 105.99K | 1.2M | 105.99K | +100.00% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.24% | 107.13K | 1.21M | 24.73K | +30.00% |
| Dec 31, 2023 | CRESSET ASSET MANAGEMENT, LLC | 0.25% | 113.54K | 1.29M | 0 | 0 |
| Dec 31, 2023 | BULLDOG INVESTORS, LLP | 0.27% | 121.41K | 1.37M | 0 | 0 |
| Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.27% | 122.12K | 1.38M | 7.74K | +6.76% |
| Dec 31, 2023 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.28% | 125.36K | 948.07K | 85.6K | +215.30% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.3% | 132.27K | 1.5M | 53K | +66.85% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.3% | 133.77K | 1.51M | -20.08K | -13.05% |
| Dec 31, 2023 | FIRST TRUST ADVISORS LP | 0.32% | 143.63K | 1.63M | -9.58K | -6.25% |
| Dec 31, 2023 | INVESCO LTD. | 0.36% | 161.49K | 1.83M | -57.94K | -26.40% |
| Dec 31, 2023 | AQR ARBITRAGE LLC | 0.37% | 166.11K | 1.88M | 1.95K | +1.19% |
| Dec 31, 2023 | ADVISORS ASSET MANAGEMENT, INC. | 0.38% | 171.8K | 1.94M | -31.79K | -15.62% |
| Dec 31, 2023 | THOMAS J. HERZFELD ADVISORS, INC. | 0.39% | 172.8K | 1.96M | 22.44K | +14.92% |
| Dec 31, 2023 | ALPINE GLOBAL MANAGEMENT, LLC | 0.4% | 180.56K | 2.04M | 82.93K | +84.95% |
| Dec 31, 2023 | THRIVENT FINANCIAL FOR LUTHERANS | 0.41% | 183.73K | 2.08M | 0 | 0 |
| Dec 31, 2023 | CAPITAL INVESTMENT ADVISORS, LLC | 0.53% | 235.7K | 2.67M | 9.11K | +4.02% |
| Dec 31, 2023 | NEXT CAPITAL MANAGEMENT LLC | 0.53% | 236.46K | 2.68M | -1.91K | -0.80% |
| Dec 31, 2023 | VIVALDI CAPITAL MANAGEMENT LP | 0.56% | 250.82K | 2.91M | -150.19K | -37.45% |
| Dec 31, 2023 | UBS GROUP AG | 0.44% | 194.7K | 2.2M | -2.64K | -1.34% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.56% | 252.19K | 2.85M | 223.52K | +779.77% |
| Dec 31, 2023 | MERIT FINANCIAL GROUP, LLC | 0.59% | 261.81K | 2.96M | 14.32K | +5.79% |
| Dec 31, 2023 | TRANSCEND CAPITAL ADVISORS, LLC | 0.65% | 291.85K | 3.3M | 177.17K | +154.48% |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.86% | 385.67K | 4.36M | 5.89K | +1.55% |
| Dec 31, 2023 | GUGGENHEIM CAPITAL LLC | 1.6% | 714.68K | 8.09M | -118.91K | -14.27% |
| Dec 31, 2023 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.18% | 973.29K | 11.02M | 49.88K | +5.40% |
| Dec 31, 2023 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2.33% | 1.04M | 11.78M | 0 | 0 |
| Dec 31, 2023 | PENSERRA CAPITAL MANAGEMENT LLC | 2.42% | 1.08M | 12.23M | 74.8K | +7.44% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 2.5% | 1.12M | 12.63M | 76.81K | +7.39% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 2.52% | 1.12M | 12.73M | 55.86K | +5.23% |
| Dec 31, 2023 | 2.7% | 1.21M | 13.65M | 1.21M | +100.00% | |
| Dec 31, 2023 | SIT INVESTMENT ASSOCIATES INC | 3.11% | 1.39M | 15.72M | -9.09K | -0.65% |
| Dec 31, 2023 | MORGAN STANLEY | 5.09% | 2.27M | 25.72M | -902.8K | -28.43% |
| Dec 31, 2023 | COASTAL BRIDGE ADVISORS, LLC | 8.98% | 4.01M | 45.42M | 182.64K | +4.77% |
| Sep 30, 2023 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.59% | 712.82K | - | 113.91K | +19.02% |
| Sep 30, 2023 | VIVALDI CAPITAL MANAGEMENT LP | 0.89% | 401K | - | 639 | +0.16% |
| Sep 30, 2023 | HIGHTOWER ADVISORS, LLC | 0.85% | 379.79K | - | 307.01K | +421.80% |
| Sep 30, 2023 | ADVISOR PARTNERS II, LLC | 0.76% | 341.37K | - | 341.37K | +100.00% |
| Sep 30, 2023 | MERIT FINANCIAL GROUP, LLC | 0.55% | 247.49K | - | 54.88K | +28.49% |
| Sep 30, 2023 | NEXT CAPITAL MANAGEMENT LLC | 0.53% | 238.36K | - | -4.76K | -1.96% |
| Sep 30, 2023 | CAPITAL INVESTMENT ADVISORS, LLC | 0.5% | 226.58K | - | -6.32K | -2.71% |
| Sep 30, 2023 | INVESCO LTD. | 0.49% | 219.42K | - | 2.3K | +1.06% |
| Sep 30, 2023 | UBS GROUP AG | 0.44% | 197.34K | - | 18.3K | +10.22% |
| Sep 30, 2023 | AQR ARBITRAGE LLC | 0.37% | 164.16K | - | -14.55K | -8.14% |
| Sep 30, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.34% | 153.85K | - | 14.62K | +10.50% |
| Sep 30, 2023 | FIRST TRUST ADVISORS LP | 0.34% | 153.21K | - | -4.2K | -2.67% |
| Sep 30, 2023 | THOMAS J. HERZFELD ADVISORS, INC. | 0.33% | 150.37K | - | -12.39K | -7.61% |
| Sep 30, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.33% | 146.97K | - | -26.01K | -15.03% |
| Sep 30, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.18% | 79.28K | - | -12.15K | -13.28% |
| Sep 30, 2023 | ICON ADVISERS INC/CO | 0.18% | 80.01K | - | -25.26K | -23.99% |
| Sep 30, 2023 | RAYMOND JAMES & ASSOCIATES | 0.18% | 82.4K | - | -779 | -0.94% |
| Sep 30, 2023 | RIVERBRIDGE PARTNERS LLC | 0.2% | 88.54K | - | 28.37K | +47.16% |
| Sep 30, 2023 | COASTAL BRIDGE ADVISORS, LLC | 8.52% | 3.83M | - | -303.06K | -7.33% |
| Sep 30, 2023 | WEISS ASSET MANAGEMENT LP | 0.2% | 90.88K | - | 22.05K | +32.03% |
| Sep 30, 2023 | ALPINE GLOBAL MANAGEMENT, LLC | 0.22% | 97.62K | - | 97.62K | +100.00% |
| Sep 30, 2023 | TRANQUILITY PARTNERS, LLC | 0.25% | 112.68K | - | 11.16K | +10.99% |
| Sep 30, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.25% | 114.39K | - | 3.62K | +3.27% |
| Sep 30, 2023 | TRANSCEND CAPITAL ADVISORS, LLC | 0.26% | 114.69K | - | 81.98K | +250.59% |
| Sep 30, 2023 | LPL FINANCIAL LLC | 0.06% | 28.67K | - | 3.3K | +13.01% |
| Sep 30, 2023 | ROUND ROCK ADVISORS, LLC | 0.07% | 29.5K | - | 0 | 0 |
| Sep 30, 2023 | INVICTUS PRIVATE WEALTH, LLC | 0.07% | 30.77K | - | 43 | +0.14% |
| Sep 30, 2023 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.09% | 39.76K | - | 0 | 0 |
| Sep 30, 2023 | CLAYBROOK CAPITAL, LLC | 0.1% | 44.9K | - | 0 | 0 |
| Sep 30, 2023 | ALMITAS CAPITAL LLC | 0.11% | 48.11K | - | -13.29K | -21.64% |
| Sep 30, 2023 | VIRTUS ETF ADVISERS LLC | 0.11% | 48.91K | - | 22.5K | +85.17% |
| Sep 30, 2023 | STIFEL FINANCIAL CORP | 0.11% | 50.55K | - | 2.39K | +4.96% |
| Sep 30, 2023 | STOLPER CO | 0.12% | 53.49K | - | -894 | -1.64% |
| Sep 30, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.12% | 55.28K | - | -6.85K | -11.02% |
| Sep 30, 2023 | NEWEDGE ADVISORS, LLC | 0.12% | 55.58K | - | -12.7K | -18.60% |
| Sep 30, 2023 | MORGAN STANLEY | 7.06% | 3.18M | - | -50.98K | -1.58% |
| Sep 30, 2023 | ATLAS WEALTH LLC | 3.79% | 1.7M | - | 47.07K | +2.84% |
| Sep 30, 2023 | SIT INVESTMENT ASSOCIATES INC | 3.11% | 1.4M | - | 11.52K | +0.83% |
| Sep 30, 2023 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2.31% | 1.04M | - | 0 | 0 |
| Sep 30, 2023 | WELLS FARGO & COMPANY/MN | 2.31% | 1.04M | - | -3.31K | -0.32% |
| Sep 30, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.28% | 127.25K | - | -20.99K | -14.16% |
| Sep 30, 2023 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 0.13% | 59.54K | - | 8.73K | +17.19% |
| Sep 30, 2023 | CETERA INVESTMENT ADVISERS | 0.14% | 61.35K | - | 5.76K | +10.36% |
| Sep 30, 2023 | ODER INVESTMENT MANAGEMENT, LLC | 0.15% | 66.81K | - | 4.15K | +6.62% |
| Sep 30, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 0.16% | 72.45K | - | -800 | -1.09% |
| Sep 30, 2023 | BULLDOG INVESTORS, LLP | 0.27% | 121.41K | - | 0 | 0 |
| Sep 30, 2023 | SELWAY ASSET MANAGEMENT | 0.17% | 74.71K | - | -5.1K | -6.39% |
| Sep 30, 2023 | PENSERRA CAPITAL MANAGEMENT LLC | 2.24% | 1.01M | - | 15.32K | +1.55% |
| Sep 30, 2023 | GUGGENHEIM CAPITAL LLC | 1.85% | 833.59K | - | 38.52K | +4.84% |
| Sep 30, 2023 | INTEGRATED WEALTH CONCEPTS LLC | 1.83% | 822.72K | - | -42.84K | -4.95% |
Among the BGB insiders holding of 0% of the stake in company, MCKEMIE GORDON, , holds the largest shares of 34.59K. SMITH DANIEL HARLAN JR., CEO, President, is the second largest BGB insider with ownership of 13.27K shares. SHAIMAN LEE MICHAEL, Exec. VP, Assistant Secretary, stands third with possession of 5.7K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| MCKEMIE GORDON | 34.59K | |
| SMITH DANIEL HARLAN JR. | CEO, President | 13.27K |
| SHAIMAN LEE MICHAEL | Exec. VP, Assistant Secretary | 5.7K |
| LEE JANE | Public Relations Officer | 4.86K |
| ZABLE ROBERT | Executive Vice President | 4.61K |
| BEENEY MARISA JANEL | CCO, Chief Legal Counsel, Sec. | 2.7K |
| JASPER THOMAS W | director | 2.5K |
| HOLLAND MICHAEL F | director | 1K |
| NARATIL VALERIE | Public Relations Officer | 470 |
| SCHPERO GARY S | director | 265 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Oct 31, 2023 | MCKEMIE GORDON | PURCHASE | 10.64 | 4.76K | 50.66K | 34.59K |
| Sep 28, 2023 | NARATIL VALERIE | PURCHASE | 10.99 | 120 | 1.32K | 470 |
| Jun 26, 2023 | MCKEMIE GORDON | PURCHASE | 10.70 | 11.5K | 123.03K | 29.83K |
| Jun 22, 2023 | MCKEMIE GORDON | PURCHASE | 10.62 | 18K | 191.14K | 18.33K |
| Jul 06, 2022 | NARATIL VALERIE | PURCHASE | 11.11 | 50 | 555.5 | 350 |
| Mar 05, 2021 | NARATIL VALERIE | PURCHASE | 13.04 | 300 | 3.91K | 300 |
| Mar 03, 2021 | MCKEMIE GORDON | SALE | 13.15 | 1.44K | 18.96K | 0 |
| Jan 07, 2019 | ZABLE ROBERT | PURCHASE | 13.93 | 3.57K | 49.73K | 4.61K |
| Jan 12, 2016 | BEENEY MARISA JANEL | PURCHASE | 13.20 | 2.7K | 35.63K | 2.7K |
| Jun 16, 2015 | MCKEMIE GORDON | PURCHASE | 16.22 | 800 | 12.98K | 806 |
| Dec 23, 2014 | SMITH DANIEL HARLAN JR. | PURCHASE | 15.79 | 200 | 3.16K | 13.27K |
| Oct 20, 2014 | SHAIMAN LEE MICHAEL | PURCHASE | 16.48 | 500 | 8.24K | 5.7K |
| Dec 23, 2013 | SMITH DANIEL HARLAN JR. | PURCHASE | 17.70 | 100 | 1.77K | 8.62K |
| Sep 17, 2013 | LEE JANE | PURCHASE | 18.00 | 500 | 9K | 4.86K |
| Sep 17, 2013 | SHAIMAN LEE MICHAEL | PURCHASE | 18.00 | 1.2K | 21.6K | 5.2K |
| Jun 14, 2013 | ZABLE ROBERT | PURCHASE | 18.46 | 541 | 9.99K | 1.04K |
| Jun 13, 2013 | SHAIMAN LEE MICHAEL | PURCHASE | 18.35 | 100 | 1.84K | 3.1K |
| Dec 28, 2012 | SMITH DANIEL HARLAN JR. | PURCHASE | 18.31 | 2K | 36.62K | 5.52K |
| Dec 28, 2012 | SHAIMAN LEE MICHAEL | PURCHASE | 18.32 | 1K | 18.32K | 2K |
| Dec 28, 2012 | SCHPERO GARY S | PURCHASE | 18.33 | 265 | 4.86K | 265 |
| Dec 17, 2012 | LEE JANE | PURCHASE | 18.55 | 1.3K | 24.04K | 1.3K |
| Nov 14, 2012 | HOLLAND MICHAEL F | PURCHASE | 19.15 | 1K | 19.15K | 1K |
| Sep 25, 2012 | SMITH DANIEL HARLAN JR. | PURCHASE | 20.00 | 3.5K | 70K | 3.5K |
| Sep 25, 2012 | JASPER THOMAS W | PURCHASE | 20.00 | 2.5K | 50K | 2.5K |
| Sep 25, 2012 | ZABLE ROBERT | PURCHASE | 20.00 | 500 | 10K | 500 |
| Sep 25, 2012 | SHAIMAN LEE MICHAEL | PURCHASE | 20.00 | 1K | 20K | 1K |