How many institutions own CHI 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 CHI shares is 144, representing 64.1% of the company's common stock.

Who are the major shareholders selling Calamos Convertible Opportunities and Income Fund stock?

LPL FINANCIAL LLC, in the last quarter, reduced its stake in CHI by -7.62% restricting it's holding to 673.7 thousand shares of worth nearly $7.24M. AMERIPRISE FINANCIAL INC also lessened -2.43% of the CHI shares from its portfolio, reducing its holding to 643.32 thousand shares of worth $6.91M. GUGGENHEIM CAPITAL LLC also shunned CHI shares holding by -12.28% last quarter which brought its holding to 609.48 thousand shares worth $6.55M.

Investors who are buying CHI stock?

As per its latest 13F filing, COHEN & STEERS, INC. increased its stake in CHI by 100% in the last quarter. The institutional holder raised its holding to 55 thousand shares having worth more than $591.00K. UBS GROUP AG also added 8.71% more shares of CHI to its portfolio, raising its holding to 2.38 million shares of worth $25.54M. MORGAN STANLEY also increased its CHI shares holding by 1.19% which brought its holding to 1.41 million shares worth $15.18M.

CHI's major insiders: who are they?

The insider with the most stakes in CHI is MetLife Investment Management, LLC , 10 percent owner at the company. Additionally, CHI stock is highly held by director TIMBERS STEPHEN B and Treasurer HAASE BRUCE N among others.

Did an insider recently sell CHI stock?

Company executives, directors, and other insiders own 0.05% percent of Calamos Convertible Opportunities and Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which CHI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MICKEY MARK, TRIPPLE DAVID D, and CALAMOS JOHN P SR.

Which insider recently purchased CHI stock?

There have been 0 transaction(s) during the past 6-months in which Calamos Convertible Opportunities and Income Fund insiders have bought stock, totalling 0 shares

How much of CHI does insiders own?

Around 0 Calamos Convertible Opportunities and Income Fund shares are held by insiders, which represents about 0.05% of CHI stock.

Who is the insider with the largest stake?

CHI 10 percent owner, MetLife Investment Management, LLC holds the largest portfolio of the company's shares. CHI shares owned by MetLife total nearly 92 thousand.

Which institution holds the most shares in CHI?

COHEN & STEERS, INC. is the largest institutional owner in CHI which holds 55 thousand shares worth $591.00K or 0.07% of the total CHI shares outstanding followed by UBS GROUP AG with ownership of 2.38 million shares representing 3.02% of the CHI ownership. MORGAN STANLEY is the third largest stakeholder with 1.41 million shares or 1.8% of the ownership worth more than $15.18M.

Is Calamos Convertible Opportunities and 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 CHI is concerned, it is a stock which is not optionable.

Is there a short position on CHI's shares?

Number of CHI 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 CHI shares are there?

As of today, null shares of CHI are outstanding.

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

CHI 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 CHI is null.

Calamos Convertible Opportunities and Income Fund (CHI) 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

0.05% Percentage of Shares held by All Insiders

64.1% Percentage of Shares held by All Institutions

64.12% Percentage of Float held by Institutions

144

Number of Institutions Holding Shares

Institutional Ownership

About 64.1% of CHI shares are held by financial institutions. COHEN & STEERS, INC. is the top corporate investor, holding 55K shares valued at $591.00K. A 0.07% stake in Calamos Convertible Opportunities and Income Fund is owned by the company. UBS GROUP AG owns 2.38M shares valued at $25.54M, which translates its holding of 3.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	COHEN & STEERS, INC.	0.07%	55K	591K	55K	+100.00%
Mar 31, 2026	UBS GROUP AG	3.02%	2.38M	25.54M	190.61K	+8.71%
Mar 31, 2026	MORGAN STANLEY	1.8%	1.41M	15.18M	16.59K	+1.19%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.73%	1.36M	14.59M	11.78K	+0.87%
Mar 31, 2026	D.A. DAVIDSON & CO.	1.39%	1.1M	11.78M	51.78K	+4.95%
Mar 31, 2026	LPL FINANCIAL LLC	0.86%	673.7K	7.24M	-55.56K	-7.62%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.82%	643.32K	6.91M	-16.04K	-2.43%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.77%	609.48K	6.55M	-85.33K	-12.28%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.75%	591.24K	6.35M	48.24K	+8.88%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	565.06K	6.07M	10.07K	+1.81%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.04%	33.45K	359.27K	24.59K	+277.68%
Mar 31, 2026	CENTRAL TRUST CO	0.04%	33.4K	358.72K	0	0
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.42%	330.95K	3.55M	104.36K	+46.06%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.38%	301.68K	3.24M	-20.59K	-6.39%
Mar 31, 2026	GRANGE CAPITAL, LLC	0.37%	294.42K	3.16M	-15.12K	-4.89%
Mar 31, 2026	E&G ADVISORS, LP	0.04%	34.9K	374.85K	-100	-0.29%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.04%	34.06K	365.83K	400	+1.19%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.34%	2.63M	28.24M	145.62K	+5.86%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.35%	275.46K	2.96M	35.96K	+15.02%
Mar 31, 2026	CREEKSIDE PARTNERS	0.29%	229.19K	2.46M	11.37K	+5.22%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.05%	38.87K	417.51K	400	+1.04%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.06%	43.33K	465.4K	0	0
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.07%	51.58K	553.94K	22.42K	+76.87%
Mar 31, 2026	CAPITAL CS GROUP, LLC	0.03%	25.22K	270.91K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	26.59K	285.58K	0	0
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.03%	27.34K	293.61K	-4.19K	-13.28%
Mar 31, 2026	MARATHON STRATEGIC ADVISORS, LLC	0.37%	288.33K	3.1M	11.4K	+4.12%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	27.49K	295.2K	17.81K	+183.98%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.04%	34.29K	368.25K	-3.55K	-9.38%
Mar 31, 2026	STEPHENS INC /AR/	0.04%	27.57K	296.09K	-7.97K	-22.43%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	28.5K	306.04K	83	+0.29%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.04%	28.5K	306.09K	0	0
Mar 31, 2026	PATTEN GROUP, INC.	0.04%	29.25K	314.1K	0	0
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.04%	29.37K	315.44K	1.1K	+3.90%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.04%	29.77K	319.69K	5.14K	+20.88%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.04%	30.22K	324.57K	1.03K	+3.54%
Mar 31, 2026	OPPENHEIMER & CO INC	0.29%	226.31K	2.43M	11.51K	+5.36%
Mar 31, 2026	NORTHERN TRUST CORP	0.07%	53.63K	575.97K	9.06K	+20.34%
Mar 31, 2026	SAM ADVISORS, LLC	0.07%	54.3K	583.19K	3.33K	+6.54%
Mar 31, 2026	LEGACY WEALTH MANAGEMENT, LLC / MS	0.07%	54.94K	590.03K	185	+0.34%
Mar 31, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.19%	146.35K	1.57M	78.64K	+116.15%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.24%	186.57K	2M	-26.1K	-12.27%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	187.28K	2.01M	6.2K	+3.42%
Mar 31, 2026	ROYAL BANK OF CANADA	0.28%	219.8K	2.36M	1.5K	+0.69%
Mar 31, 2026	SIGMA PLANNING CORP	0.04%	30.64K	329.03K	359	+1.19%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.04%	31.81K	341.65K	-9.86K	-23.67%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	155.58K	1.67M	5.73K	+3.83%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	37K	397.33K	-7.24K	-16.37%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	224.51K	2.41M	8.42K	+3.90%
Mar 31, 2026	COLONY GROUP, LLC	0.18%	143.23K	1.54M	0	0
Mar 31, 2026	GAME PLAN FINANCIAL ADVISORS, LLC	0.03%	25K	268.5K	0	0
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.05%	37.86K	406.66K	-75K	-66.45%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	35.92K	401.56K	-30.11K	-45.60%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.15%	118.4K	1.27M	15.34K	+14.88%
Mar 31, 2026	EVERSTAR ASSET MANAGEMENT, LLC	0.14%	111.72K	1.2M	-6.23K	-5.28%
Mar 31, 2026		0.13%	99.05K	1.06M	3.7K	+3.88%
Mar 31, 2026	KFA PRIVATE WEALTH GROUP, LLC	0.12%	97.73K	1.05M	1.85K	+1.93%
Mar 31, 2026	FIFTH THIRD BANCORP	0.11%	84.83K	911.1K	84.83K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.1%	79.24K	851K	4.94K	+6.65%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	75.65K	813K	3.62K	+5.02%
Mar 31, 2026	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.09%	71.44K	767.22K	0	0
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.09%	71.05K	763.1K	1.98K	+2.86%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.04%	35.27K	378.83K	35.27K	+100.00%
Mar 31, 2026	SEI INVESTMENTS CO	0.08%	65.67K	705.28K	18.65K	+39.67%
Mar 31, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.08%	59.28K	636.64K	581	+0.99%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.07%	55.3K	593.9K	14.38K	+35.14%
Dec 31, 2025	D.A. DAVIDSON & CO.	1.33%	1.05M	10.96M	21.09K	+2.06%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	216.09K	2.26M	-11.3K	-4.97%
Dec 31, 2025	CREEKSIDE PARTNERS	0.28%	217.82K	2.28M	-20.86K	-8.74%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	52.3K	548.14K	52.3K	+100.00%
Dec 31, 2025	STEPHENS INC /AR/	0.05%	35.54K	372.46K	0	0
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.05%	37.84K	396.54K	-1.5K	-3.81%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	40.92K	428.84K	-1.16K	-2.75%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	103.07K	1.08M	-16.4K	-13.73%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.04%	31.34K	328.48K	-251.21K	-88.91%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	31.52K	330.36K	1.28K	+4.24%
Dec 31, 2025	CENTRAL TRUST CO	0.04%	33.4K	350.03K	-880	-2.57%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.04%	33.66K	352.78K	481	+1.45%
Dec 31, 2025	E&G ADVISORS, LP	0.04%	35K	366.82K	-400	-1.13%
Dec 31, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.05%	37.1K	389K	6.81K	+22.50%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.27%	212.67K	2.23M	-20.86K	-8.93%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.29%	226.59K	2.37M	168.53K	+290.24%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.3%	239.5K	2.51M	2.33K	+0.98%
Dec 31, 2025	GRANGE CAPITAL, LLC	0.39%	309.54K	3.24M	-7.06K	-2.23%
Dec 31, 2025	LPL FINANCIAL LLC	0.93%	729.26K	7.64M	23.04K	+3.26%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.71%	1.35M	14.11M	-34.67K	-2.51%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	29.19K	305.9K	780	+2.75%
Dec 31, 2025	PATTEN GROUP, INC.	0.04%	29.25K	306.5K	-9.16K	-23.84%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	30.12K	315.67K	-7.68K	-20.32%
Dec 31, 2025	SIGMA PLANNING CORP	0.04%	30.28K	317.3K	-4.33K	-12.52%
Dec 31, 2025		0.12%	95.35K	999.25K	-11.47K	-10.74%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	68.26K	715.41K	-77.88K	-53.29%
Dec 31, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.15%	117.95K	1.24M	-2.41K	-2.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	149.85K	1.57M	-4.33K	-2.81%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.06%	44.24K	463.6K	7.26K	+19.62%
Dec 31, 2025	NORTHERN TRUST CORP	0.06%	44.56K	467.03K	1.17K	+2.70%
Dec 31, 2025	ROYAL BANK OF CANADA	0.28%	218.3K	2.29M	4.73K	+2.21%
Dec 31, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.35%	276.93K	2.9M	9.26K	+3.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	322.27K	3.38M	-14.5K	-4.31%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.69%	543K	5.69M	-17.67K	-3.15%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.84%	659.37K	6.91M	24.55K	+3.87%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.88%	694.81K	7.28M	52.38K	+8.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.15%	2.48M	26.03M	89.54K	+3.74%
Dec 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.04%	31.03K	325.18K	9.5K	+44.15%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.09%	69.08K	723.91K	27.4K	+65.73%
Dec 31, 2025	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.09%	71.44K	748.65K	71.44K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	72.04K	755K	6.15K	+9.33%
Dec 31, 2025	KFA PRIVATE WEALTH GROUP, LLC	0.12%	95.88K	1M	-4.73K	-4.70%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.14%	112.86K	1.18M	-36.27K	-24.32%
Dec 31, 2025	MORGAN STANLEY	1.77%	1.4M	14.64M	-35.76K	-2.50%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	38.47K	403.21K	0	0
Dec 31, 2025	SEI INVESTMENTS CO	0.06%	47.02K	492.75K	-1.97K	-4.02%
Dec 31, 2025	SAM ADVISORS, LLC	0.06%	50.97K	534.13K	1.84K	+3.73%
Dec 31, 2025	LEGACY WEALTH MANAGEMENT, LLC / MS	0.07%	54.75K	573.81K	190	+0.35%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.09%	74.3K	778.64K	37.12K	+99.82%
Dec 31, 2025	COMERICA BANK	0.1%	79.21K	830.07K	26.22K	+49.49%
Dec 31, 2025	COLONY GROUP, LLC	0.18%	143.23K	1.5M	13.48K	+10.39%
Dec 31, 2025	UBS GROUP AG	2.78%	2.19M	22.93M	150.99K	+7.41%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	26.59K	278.66K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0.03%	27.24K	285.44K	868	+3.29%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.04%	28.27K	296.25K	307	+1.10%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	28.41K	297.76K	83	+0.29%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.04%	29.16K	305.61K	12.65K	+76.58%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.05%	41.67K	436.73K	3.82K	+10.09%
Dec 31, 2025	GREENBERG FINANCIAL GROUP	0.06%	45.69K	478.78K	45.69K	+100.00%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.07%	58.7K	615.14K	-3.21K	-5.19%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	66.02K	721.62K	8K	+13.78%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.09%	67.71K	709.55K	12.07K	+21.70%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	181.09K	1.9M	19.85K	+12.31%
Dec 31, 2025	OPPENHEIMER & CO INC	0.27%	214.8K	2.25M	23.18K	+12.09%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.7%	554.99K	5.82M	13.36K	+2.47%
Sep 30, 2025	UBS GROUP AG	2.62%	2.04M	21.98M	124.57K	+6.51%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	28.33K	305.67K	119	+0.42%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	28.41K	306.53K	3.72K	+15.05%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	30.24K	326.32K	1.22K	+4.20%
Sep 30, 2025	PATTEN GROUP, INC.	0.05%	38.4K	414.37K	-4.84K	-11.19%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	38.47K	415.13K	0	0
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.05%	39.34K	424.46K	2K	+5.36%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	55.63K	600.27K	1.96K	+3.64%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.07%	58.07K	626.52K	58.07K	+100.00%
Sep 30, 2025	CREEKSIDE PARTNERS	0.31%	238.68K	2.58M	-34.13K	-12.51%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.36%	282.56K	3.05M	79.78K	+39.35%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.72%	560.67K	6.05M	28.22K	+5.30%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.83%	642.43K	6.93M	-43.73K	-6.37%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	37.8K	407.88K	-6.14K	-13.97%
Sep 30, 2025	SEI INVESTMENTS CO	0.06%	48.99K	528.55K	8.32K	+20.46%
Sep 30, 2025	ROYAL BANK OF CANADA	0.28%	213.57K	2.3M	9.08K	+4.44%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.3%	233.52K	2.52M	176.54K	+309.80%
Sep 30, 2025	CENTRAL TRUST CO	0.04%	34.28K	369.88K	-4.57K	-11.77%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.82%	634.81K	6.84M	35.54K	+5.93%
Sep 30, 2025	MORGAN STANLEY	1.85%	1.43M	15.46M	8.32K	+0.58%
Sep 30, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.34%	267.66K	2.89M	45.64K	+20.56%
Sep 30, 2025	STEPHENS INC /AR/	0.05%	35.54K	383.48K	0	0
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	36.98K	399.01K	36.98K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	58.02K	638.84K	-1.19K	-2.00%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.08%	61.91K	667.97K	2.61K	+4.41%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	65.89K	711K	-22.02K	-25.05%
Sep 30, 2025	KFA PRIVATE WEALTH GROUP, LLC	0.13%	100.61K	1.09M	3.33K	+3.42%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.09%	2.39M	25.84M	109.91K	+4.81%
Sep 30, 2025	SAM ADVISORS, LLC	0.06%	49.13K	530.14K	4.86K	+10.98%
Sep 30, 2025	COLONY GROUP, LLC	0.17%	129.75K	1.4M	375	+0.29%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.19%	146.14K	1.58M	-287.57K	-66.30%
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.16%	120.36K	1.3M	-2.75K	-2.23%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	161.24K	1.74M	16.51K	+11.41%
Sep 30, 2025	OPPENHEIMER & CO INC	0.25%	191.63K	2.07M	8.85K	+4.84%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.31%	237.17K	2.56M	5.28K	+2.28%
Sep 30, 2025	GRANGE CAPITAL, LLC	0.41%	316.6K	3.42M	61.09K	+23.91%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	336.76K	3.63M	-3.39K	-1.00%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.02%	19.06K	205.64K	-20.2K	-51.46%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	20.01K	210.53K	0	0
Sep 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.03%	20.05K	216.34K	10K	+99.50%
Sep 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.03%	21.53K	232.25K	21.53K	+100.00%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.03%	21.7K	234.19K	0	0
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	24.29K	262.13K	0	0
Sep 30, 2025	GAME PLAN FINANCIAL ADVISORS, LLC	0.03%	25K	269.75K	0	0
Sep 30, 2025	CAPITAL CS GROUP, LLC	0.03%	25.22K	272.17K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.03%	26.37K	284.53K	-1.74K	-6.20%
Sep 30, 2025	LPL FINANCIAL LLC	0.91%	706.22K	7.62M	146.81K	+26.24%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	26.59K	286.91K	3.66K	+15.94%
Sep 30, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.04%	30.29K	326.78K	0	0
Sep 30, 2025	BENJAMIN EDWARDS INC	0.04%	33.18K	358.02K	33.18K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.05%	37.18K	401.19K	266	+0.72%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.05%	37.85K	408.45K	-3.76K	-9.04%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	227.4K	2.4M	23.55K	+11.55%
Sep 30, 2025	SIGMA PLANNING CORP	0.04%	34.61K	373.45K	-4.14K	-10.69%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.19%	149.13K	1.61M	-42.53K	-22.19%
Sep 30, 2025	E&G ADVISORS, LP	0.05%	35.4K	381.99K	-800	-2.21%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	154.18K	1.66M	727	+0.47%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.05%	41.68K	449.73K	1K	+2.46%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	42.08K	454K	-5.03K	-10.67%
Sep 30, 2025	NORTHERN TRUST CORP	0.06%	43.39K	468.22K	1.17K	+2.76%
Sep 30, 2025	COMERICA BANK	0.07%	52.98K	571.69K	22.09K	+71.49%
Sep 30, 2025	LEGACY WEALTH MANAGEMENT, LLC / MS	0.07%	54.56K	588.74K	31.69K	+138.51%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	119.47K	1.29M	2.84K	+2.44%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.7%	541.63K	5.84M	-24.24K	-4.28%
Sep 30, 2025		0.14%	106.82K	1.15M	106.82K	+100.00%
Sep 30, 2025	D.A. DAVIDSON & CO.	1.32%	1.02M	11.05M	40.74K	+4.14%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.78%	1.38M	14.91M	48.12K	+3.61%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	56.99K	599.48K	-11.56K	-16.86%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.05%	36.92K	388.36K	9.96K	+36.95%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	53.68K	564.68K	6.76K	+14.41%
Jun 30, 2025	E&G ADVISORS, LP	0.05%	36.2K	381.07K	0	0
Jun 30, 2025	STEPHENS INC /AR/	0.05%	35.54K	373.88K	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.7%	532.45K	5.6M	30.82K	+6.14%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.42%	320.76K	3.37M	-33.92K	-9.56%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	19.67K	206.91K	-1.02K	-4.94%
Jun 30, 2025	SEMUS WEALTH PARTNERS LLC	0.03%	19.34K	203.41K	-1.96K	-9.22%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.02%	17.98K	189K	2.9K	+19.19%
Jun 30, 2025	WEALTH EFFECTS LLC	0.02%	16.93K	178.12K	-921	-5.16%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.02%	16.43K	172.88K	1.49K	+9.99%
Jun 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.02%	16.35K	172K	0	0
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.02%	14.76K	155.28K	341	+2.36%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.02%	14.19K	149.32K	-17.88K	-55.74%
Jun 30, 2025	SAN LUIS WEALTH ADVISORS LLC	0.02%	13.56K	143K	0	0
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.02%	12.9K	135.71K	276	+2.19%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.02%	12.69K	133.48K	181	+1.45%
Jun 30, 2025	XTX TOPCO LTD	0.02%	12.6K	132.56K	12.6K	+100.00%
Jun 30, 2025	ALPHA CUBED INVESTMENTS, LLC	0.02%	12.3K	129.4K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.02%	2.28M	24.03M	806.29K	+54.54%
Jun 30, 2025	UBS GROUP AG	2.53%	1.91M	20.12M	90.1K	+4.94%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.76%	1.33M	14.03M	-33.31K	-2.44%
Jun 30, 2025	D.A. DAVIDSON & CO.	1.3%	983.64K	10.35M	43.4K	+4.62%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.91%	686.15K	7.22M	-13.45K	-1.92%
Jun 30, 2025	LPL FINANCIAL LLC	0.74%	559.41K	5.88M	55.53K	+11.02%
Jun 30, 2025	SEI INVESTMENTS CO	0.05%	40.67K	427.83K	40.67K	+100.00%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	39.26K	413.04K	7.43K	+23.35%
Jun 30, 2025	CENTRAL TRUST CO	0.05%	38.85K	408.74K	-3.63K	-8.54%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.79%	599.27K	6.3M	75.99K	+14.52%
Jun 30, 2025	TFG ADVISERS LLC	0.05%	40.51K	426.16K	1.72K	+4.43%
Jun 30, 2025	MORGAN STANLEY	1.88%	1.42M	14.98B	-51.48K	-3.49%
Jun 30, 2025	CREEKSIDE PARTNERS	0.36%	272.81K	2.87M	7.2K	+2.71%
Jun 30, 2025	ROYAL BANK OF CANADA	0.27%	204.49K	2.15M	19.22K	+10.38%
Jun 30, 2025	CAPITAL CS GROUP, LLC	0.03%	25.22K	265.36K	25.22K	+100.00%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	20.01K	210.53K	965	+5.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	340.15K	3.58M	5.84K	+1.75%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.25%	191.66K	2.02M	-48.04K	-20.04%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	153.45K	1.61M	-27.4K	-15.15%
Jun 30, 2025	COLONY GROUP, LLC	0.17%	129.38K	1.36M	-16.1K	-11.07%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.04%	33K	347.12K	33K	+100.00%
Jun 30, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.04%	30.29K	318.6K	0	0
Jun 30, 2025	DF DENT & CO INC	0.04%	29.42K	309.48K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	29.02K	305.34K	29.02K	+100.00%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.04%	28.5K	299.82K	-835	-2.85%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	28.21K	296.77K	632	+2.29%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.04%	28.11K	295.75K	8.3K	+41.91%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.04%	26.63K	280.1K	1.06K	+4.16%
Jun 30, 2025	GAME PLAN FINANCIAL ADVISORS, LLC	0.03%	25K	263K	-1.08K	-4.12%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	24.69K	259.77K	571	+2.37%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	24.29K	255.57K	0	0
Jun 30, 2025	MARINER, LLC	0.03%	23.26K	244.66K	236	+1.03%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	116.63K	1.23M	78.49K	+205.79%
Jun 30, 2025	KFA PRIVATE WEALTH GROUP, LLC	0.13%	97.28K	1.02M	-696	-0.71%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.08%	59.29K	623.77K	5.61K	+10.44%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	59.21K	626.44K	1.9K	+3.31%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.75%	565.86K	5.95M	-71.74K	-11.25%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.57%	433.71K	4.56M	80.3K	+22.72%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.31%	231.89K	2.44M	3.16K	+1.38%
Jun 30, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.29%	222.02K	2.34M	16.58K	+8.07%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.27%	202.78K	2.13M	13.55K	+7.16%
Jun 30, 2025	OPPENHEIMER & CO INC	0.24%	182.78K	1.92M	11K	+6.40%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	203.85K	2.14M	54.04K	+36.07%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	144.73K	1.52M	20.57K	+16.56%
Jun 30, 2025		0.1%	75.68K	796.2K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	101.67K	1.07M	-8.16K	-7.43%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	87.91K	925K	52.68K	+149.54%
Jun 30, 2025	L.M. KOHN & COMPANY	0.07%	51.63K	543.14K	100	+0.19%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.06%	47.1K	495.5K	-1.97K	-4.01%
Jun 30, 2025	SAM ADVISORS, LLC	0.06%	44.27K	465.75K	1.88K	+4.42%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	43.94K	462.24K	-18.72K	-29.87%
Jun 30, 2025	PATTEN GROUP, INC.	0.06%	43.24K	454.92K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.06%	42.23K	444.24K	1.24K	+3.02%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.06%	41.61K	437.78K	125	+0.30%
Jun 30, 2025	SIGMA PLANNING CORP	0.05%	38.76K	407.7K	-21.58K	-35.77%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	38.47K	404.75K	34.28K	+818.23%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.05%	37.34K	392.8K	-3.5K	-8.57%
Jun 30, 2025	GRANGE CAPITAL, LLC	0.34%	255.51K	2.69M	37.65K	+17.28%
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.16%	123.11K	1.3M	-3K	-2.38%
Jun 30, 2025	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.1%	75.68K	796.2K	0	0
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.05%	40.68K	427.95K	0	0
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.32%	239.7K	2.3M	-10.2K	-4.08%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.66%	501.63K	4.81M	32.06K	+6.83%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.69%	523.28K	5.02M	23.48K	+4.70%
Mar 31, 2025	PATTEN GROUP, INC.	0.06%	43.24K	414.7K	-14.01K	-24.47%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	46.91K	449.91K	-244	-0.52%
Mar 31, 2025	SIGMA PLANNING CORP	0.08%	60.33K	578.61K	1.54K	+2.62%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.08%	62.66K	600.86K	2.06K	+3.40%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	68.54K	657.32K	1.82K	+2.73%
Mar 31, 2025		0.1%	75.68K	725.81K	35	+0.05%
Mar 31, 2025	OPPENHEIMER & CO INC	0.23%	171.78K	1.65M	5.22K	+3.13%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	180.85K	1.73M	43.59K	+31.76%
Mar 31, 2025	ROYAL BANK OF CANADA	0.25%	185.27K	1.78M	-20.62K	-10.02%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.25%	189.22K	1.81M	189.22K	+100.00%
Mar 31, 2025	MARATHON STRATEGIC ADVISORS, LLC	0.27%	205.44K	1.97M	6.78K	+3.41%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.93%	699.6K	6.71M	-62.07K	-8.15%
Mar 31, 2025	D.A. DAVIDSON & CO.	1.24%	940.25K	9.02M	30.39K	+3.34%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.96%	1.48M	14.18M	108.15K	+7.89%
Mar 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.07%	53.69K	514.88K	1.37K	+2.62%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	57.31K	549.64K	14.76K	+34.70%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	149.81K	1.44M	-30.83K	-17.07%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.06%	49.07K	470.58K	-11.32K	-18.75%
Mar 31, 2025	L.M. KOHN & COMPANY	0.07%	51.53K	494.17K	-3.27K	-5.96%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	124.16K	1.19M	11.22K	+9.93%
Mar 31, 2025	COLONY GROUP, LLC	0.19%	145.47K	1.4M	-452	-0.31%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	35.23K	338K	-30.43K	-46.34%
Mar 31, 2025	STEPHENS INC /AR/	0.05%	35.54K	340.83K	0	0
Mar 31, 2025	E&G ADVISORS, LP	0.05%	36.2K	348.14K	-400	-1.09%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	38.14K	365.77K	-5.37K	-12.34%
Mar 31, 2025	TFG ADVISERS LLC	0.05%	38.79K	371.99K	8.44K	+27.79%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.05%	40.68K	390.12K	0	0
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.05%	40.84K	391.64K	-9.75K	-19.27%
Mar 31, 2025	NORTHERN TRUST CORP	0.05%	40.99K	393.1K	-8.89K	-17.82%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.05%	41.49K	397.89K	333	+0.81%
Mar 31, 2025	SAM ADVISORS, LLC	0.06%	42.4K	406.6K	1.07K	+2.58%
Mar 31, 2025	LPL FINANCIAL LLC	0.67%	503.88K	4.83M	-8.29K	-1.62%
Mar 31, 2025	CREEKSIDE PARTNERS	0.35%	265.61K	2.55M	18.54K	+7.50%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	334.32K	3.21M	-7.93K	-2.32%
Mar 31, 2025	CENTRAL TRUST CO	0.06%	42.48K	407.41K	-1.5K	-3.41%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	637.6K	6.12M	23.84K	+3.88%
Mar 31, 2025	UBS GROUP AG	2.41%	1.82M	17.47M	-48.88K	-2.61%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.47%	353.41K	3.39M	353.41K	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.47%	354.68K	3.4M	14.78K	+4.35%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.81%	1.37M	13.11M	-405.87K	-22.90%
Mar 31, 2025	MORGAN STANLEY	1.95%	1.48M	14.15M	102.85K	+7.49%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.04%	32.07K	307.57K	-356	-1.10%
Mar 31, 2025	KFA PRIVATE WEALTH GROUP, LLC	0.13%	97.98K	939.61K	63.13K	+181.15%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	109.83K	1.05M	10.96K	+11.08%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.3%	228.73K	2.19M	38.32K	+20.13%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	605.91K	6.88M	605.91K	+100.00%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.96%	699.93K	7.94M	-26.61K	-3.66%
Mar 31, 2024	D.A. DAVIDSON & CO.	1.16%	842K	9.56M	111.06K	+15.19%
Mar 31, 2024	WEALTH EFFECTS LLC	0.03%	20.13K	228.45K	41	+0.20%
Mar 31, 2024	CX INSTITUTIONAL	0.03%	20.5K	232.7K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.15%	1.56M	17.71M	145.39K	+10.27%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	27.28K	309.58K	-5.91K	-17.81%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.04%	27.43K	311.36K	-1.44K	-4.98%
Mar 31, 2024	SRS CAPITAL ADVISORS, INC.	0.04%	27.45K	311.5K	27.45K	+100.00%
Mar 31, 2024	SAM ADVISORS, LLC	0.04%	27.97K	317.41K	-662	-2.31%
Mar 31, 2024	CETERA ADVISORS LLC	0.04%	28.56K	324.17K	28.56K	+100.00%
Mar 31, 2024	DF DENT & CO INC	0.04%	30.4K	345K	235	+0.78%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.04%	30.9K	350.75K	-4.72K	-13.26%
Mar 31, 2024	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.04%	30.97K	351.51K	-400	-1.28%
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	31.89K	361.92K	202	+0.64%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.04%	32.34K	367K	-660	-2.00%
Mar 31, 2024	STEPHENS INC /AR/	0.05%	36.56K	414.98K	0	0
Mar 31, 2024	E&G ADVISORS, LP	0.05%	37.1K	420.67K	-275	-0.74%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.06%	40.54K	460.11K	-5.51K	-11.97%
Mar 31, 2024	SEMUS WEALTH PARTNERS LLC	0.06%	43.81K	497.23K	-6.41K	-12.77%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	44.39K	503.83K	2.76K	+6.63%
Mar 31, 2024	SIGMA PLANNING CORP	0.07%	51K	578.83K	51K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.07%	52.35K	594.11K	-13.48K	-20.48%
Mar 31, 2024	L.M. KOHN & COMPANY	0.07%	52.49K	595.81K	23.9K	+83.60%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.07%	52.67K	598K	6.36K	+13.73%
Mar 31, 2024	CENTRAL TRUST CO	0.08%	57.76K	655.55K	-525	-0.90%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.09%	63.6K	721.82K	5.65K	+9.75%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.1%	71.19K	808.02K	-9.38K	-11.64%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.11%	76.53K	868.58K	34.53K	+82.20%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	83.33K	945.77K	-3.19K	-3.68%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.13%	93.01K	1.06M	72.73K	+358.63%
Mar 31, 2024	MARKS GROUP WEALTH MANAGEMENT, INC	0.13%	93.9K	1.07M	0	0
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.14%	101.1K	1.15M	-9.68K	-8.74%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	114.87K	1.3M	11.96K	+11.62%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	136.61K	1.55M	87.98K	+180.89%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.2%	145.48K	1.65M	3.26K	+2.29%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.21%	149.98K	1.7M	300	+0.20%
Mar 31, 2024	OPPENHEIMER & CO INC	0.21%	153.46K	1.74M	8.05K	+5.54%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.27%	196.56K	2.23M	-169.38K	-46.29%
Mar 31, 2024	ROYAL BANK OF CANADA	0.28%	203.31K	2.31M	-58.24K	-22.27%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.29%	209.81K	2.38M	833	+0.40%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.34%	245.29K	2.78M	16.32K	+7.13%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0.49%	356.53K	4.05M	-6.42K	-1.77%
Mar 31, 2024	COHEN & STEERS, INC.	0.51%	372.28K	4.23M	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.59%	429.93K	4.88M	574	+0.13%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.46%	1.06M	12.02M	107.84K	+11.34%
Mar 31, 2024	MORGAN STANLEY	1.83%	1.33M	15.1M	-72.99K	-5.20%
Mar 31, 2024	UBS GROUP AG	2.12%	1.54M	17.52M	10.97K	+0.72%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.36%	264.75K	3M	12.24K	+4.85%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.41%	296.19K	3.36M	21.77K	+7.93%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.68%	495.73K	5.63M	64.53K	+14.97%
Mar 31, 2024	LPL FINANCIAL LLC	0.78%	570.48K	6.47M	39K	+7.34%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.03%	22.77K	258.44K	148	+0.65%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	23.06K	261.72K	0	0
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.03%	24.29K	275.73K	0	0
Mar 31, 2024	CAPITAL CS GROUP, LLC	0.03%	25.22K	286.29K	0	0
Mar 31, 2024	MISSION WEALTH MANAGEMENT, LP	0.04%	25.53K	289.71K	-650	-2.48%
Mar 31, 2024	TFG ADVISERS LLC	0.04%	25.61K	290.69K	-213	-0.82%
Mar 31, 2024	GAME PLAN FINANCIAL ADVISORS, LLC	0.04%	26.08K	295.95K	0	0
Mar 31, 2024	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.04%	26.35K	299.07K	200	+0.76%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.04%	27.06K	307.08K	-1.45K	-5.07%
Dec 31, 2023	COHEN & STEERS, INC.	0.51%	372.28K	3.86M	0	0
Dec 31, 2023	L.M. KOHN & COMPANY	0.04%	28.59K	296.2K	83	+0.29%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.59%	431.2K	4.47M	-51.2K	-10.61%
Dec 31, 2023	LPL FINANCIAL LLC	0.73%	531.48K	5.51M	-55.23K	-9.41%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1%	726.54K	7.53M	56.21K	+8.38%
Dec 31, 2023	D.A. DAVIDSON & CO.	1.01%	730.94K	7.57M	77.21K	+11.81%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.31%	950.8K	9.85M	48.53K	+5.38%
Dec 31, 2023	MORGAN STANLEY	1.93%	1.4M	14.54M	-96.98K	-6.46%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.95%	1.42M	14.66M	170.4K	+13.69%
Dec 31, 2023	UBS GROUP AG	2.11%	1.53M	15.88M	31.56K	+2.10%
Dec 31, 2023	SAM ADVISORS, LLC	0.04%	28.63K	296.58K	8.73K	+43.88%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.04%	28.87K	299.09K	2.79K	+10.68%
Dec 31, 2023	DF DENT & CO INC	0.04%	30.16K	312.47K	0	0
Dec 31, 2023	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.04%	31.37K	325K	0	0
Dec 31, 2023	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	31.69K	328.25K	-2.56K	-7.48%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.05%	33K	342K	285	+0.87%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	33.19K	343.79K	1.61K	+5.10%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.05%	35.63K	369.1K	1.53K	+4.49%
Dec 31, 2023	STEPHENS INC /AR/	0.05%	36.56K	378.78K	0	0
Dec 31, 2023	E&G ADVISORS, LP	0.05%	37.38K	387.58K	-600	-1.58%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.06%	40.33K	417.81K	40.33K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	41.63K	431.29K	-1.55K	-3.60%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.06%	42K	438.53K	9.4K	+28.83%
Dec 31, 2023	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.06%	46.05K	477.1K	-1.28K	-2.70%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.06%	46.31K	480K	9.75K	+26.67%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	48.64K	503.86K	18.31K	+60.39%
Dec 31, 2023	SEMUS WEALTH PARTNERS LLC	0.07%	50.22K	520.3K	-8.82K	-14.94%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.08%	57.95K	600.31K	-2.43K	-4.02%
Dec 31, 2023	CENTRAL TRUST CO	0.08%	58.28K	603.81M	-2.6K	-4.27%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.09%	65.83K	681.97K	11.91K	+22.09%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.11%	80.57K	834.72K	-15.63K	-16.24%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.12%	86.51K	896.28K	-803	-0.92%
Dec 31, 2023	MARKS GROUP WEALTH MANAGEMENT, INC	0.13%	93.9K	972.78K	0	0
Dec 31, 2023	TRUIST FINANCIAL CORP	0.14%	98.43K	1.02M	1.46K	+1.50%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	102.91K	1.07M	-8.41K	-7.56%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.15%	110.79K	1.15M	-23.66K	-17.60%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.16%	113.57K	1.18M	113.57K	+100.00%
Dec 31, 2023	GRANITE BAY WEALTH MANAGEMENT, LLC	0.18%	128.21K	1.32M	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.2%	142.22K	1.47M	-4.24K	-2.90%
Dec 31, 2023	OPPENHEIMER & CO INC	0.2%	145.41K	1.51M	93	+0.06%
Dec 31, 2023	CONNECTUS WEALTH, LLC	0.21%	149.68K	1.55M	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.25%	179.49K	1.86M	5.48K	+3.15%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.59%	429.36K	4.45M	48.94K	+12.86%
Dec 31, 2023		0.25%	181.41K	1.88M	181.41K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.29%	208.98K	2.17M	-1.06K	-0.51%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.31%	228.96K	2.37M	27.47K	+13.63%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.35%	252.51K	2.62M	-16.93K	-6.28%
Dec 31, 2023	ROYAL BANK OF CANADA	0.36%	261.55K	2.71M	-23.19K	-8.14%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.38%	274.42K	2.84M	3.6K	+1.33%
Dec 31, 2023	LINDBROOK CAPITAL, LLC	0.5%	362.95K	3.76M	-29.37K	-7.49%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.5%	365.94K	3.79M	-194.64K	-34.72%

Insiders

Among the CHI insiders holding of 0.05% of the stake in company, METLIFE INVESTMENT MANAGEMENT, LLC, 10 percent owner, holds the largest shares of 92K. TIMBERS STEPHEN B, director, is the second largest CHI insider with ownership of 14K shares. HAASE BRUCE N, Treasurer, stands third with possession of 7.48K shares of that stake.

Insiders	Designation	Shares Held
METLIFE INVESTMENT MANAGEMENT, LLC	10 percent owner	92K
TIMBERS STEPHEN B	director	14K
HAASE BRUCE N	Treasurer	7.48K
WENNLUND LLOYD	director	4.5K
MARSH WESTON W	director	2.8K
HAMACHER THERESA	director	1K
RYBAK WILLIAM R	director	987
TRIPPLE DAVID D	director	0
CALAMOS JOHN P SR	President and Global CIO	0
MICKEY MARK	FormerChief Compliance Officer	0
NEAL JOHN E	director	0
BANK OF AMERICA CORP /DE/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 11, 2025	MICKEY MARK	SALE	10.90	2K	21.8K	0
Sep 09, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	25.00	92K	2.3M	92K
Feb 16, 2024	MICKEY MARK	SALE	11.06	500	5.53K	1K
May 31, 2023	MICKEY MARK	PURCHASE	9.95	500	4.98K	1.5K
May 24, 2022	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	25.00	680K	17M	680K
Dec 18, 2020	MICKEY MARK	PURCHASE	13.56	1K	13.56K	1K
Feb 07, 2020	WENNLUND LLOYD	PURCHASE	11.42	4.5K	51.39K	4.5K
Dec 19, 2019	TRIPPLE DAVID D	SALE	11.03	400	4.41K	0
Jan 23, 2017	CALAMOS JOHN P SR	SALE	10.47	25.74K	269.55K	0
Nov 21, 2016	TIMBERS STEPHEN B	PURCHASE	9.84	10K	98.4K	14K
Mar 01, 2016	HAMACHER THERESA	PURCHASE	8.85	1K	8.85K	1K
Mar 20, 2012	TIMBERS STEPHEN B	PURCHASE	12.66	4K	50.64K	4K
Oct 05, 2009	BANK OF AMERICA CORP /DE/	SALE	11.70	200	2.34K	0
Oct 02, 2009	BANK OF AMERICA CORP /DE/	PURCHASE	11.45	200	2.29K	200
Jul 09, 2009	TRIPPLE DAVID D	SALE	9.88	2K	19.76K	400
Nov 10, 2008	MICKEY MARK	SALE	8.70	400	3.48K	0
Jul 24, 2007	MICKEY MARK	PURCHASE	16.56	400	6.62K	400
Apr 06, 2006	NEAL JOHN E	SALE	20.83	17K	354.11K	0
Jan 18, 2006	TRIPPLE DAVID D	PURCHASE	20.38	2.4K	48.91K	2.4K
Dec 23, 2004	MARSH WESTON W	PURCHASE	21.55	2.8K	60.34K	2.8K
Dec 15, 2004	RYBAK WILLIAM R	PURCHASE	20.32	490	9.96K	987
May 10, 2004	CALAMOS JOHN P SR	PURCHASE	16.80	5K	84K	6K
Dec 24, 2003	RYBAK WILLIAM R	PURCHASE	20.10	497	9.99K	0
Dec 19, 2003	RYBAK WILLIAM R	PURCHASE	20.10	497	9.99K	0
Dec 19, 2003	HAASE BRUCE N	SALE	35.33	900	31.8K	7.48K

Frequently Asked Questions