How many institutions own CHW 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 CHW shares is 112, representing 45.75% of the company's common stock.

Who are the major shareholders selling Calamos Global Dynamic Income Fund stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in CHW by -1.24% restricting it's holding to 157.13 thousand shares of worth nearly $1.40M. LPL FINANCIAL LLC also lessened -22.91% of the CHW shares from its portfolio, reducing its holding to 770.91 thousand shares of worth $6.87M. AMERIPRISE FINANCIAL INC also shunned CHW shares holding by -1% last quarter which brought its holding to 264.44 thousand shares worth $2.36M.

Investors who are buying CHW stock?

As per its latest 13F filing, D.A. DAVIDSON & CO. increased its stake in CHW by 0.43% in the last quarter. The institutional holder raised its holding to 179.64 thousand shares having worth more than $1.60M. ROYAL BANK OF CANADA also added 3.77% more shares of CHW to its portfolio, raising its holding to 314.74 thousand shares of worth $2.81M. GUGGENHEIM CAPITAL LLC also increased its CHW shares holding by 6.14% which brought its holding to 1.14 million shares worth $10.12M.

CHW's major insiders: who are they?

The insider with the most stakes in CHW is MetLife Investment Management, LLC , 10 percent owner at the company. Additionally, CHW stock is highly held by president and chairman CALAMOS JOHN P SR and director Hamacher Theresa among others.

Did an insider recently sell CHW stock?

Company executives, directors, and other insiders own 13.39% percent of Calamos Global Dynamic Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which CHW insiders have sold stock, totaling 0 shares. Insiders that have sold shares include TRIPPLE DAVID D.

Which insider recently purchased CHW stock?

There have been 1 transaction(s) during the past 6-months in which Calamos Global Dynamic Income Fund insiders have bought stock, totalling 20000 shares

How much of CHW does insiders own?

Around 20K Calamos Global Dynamic Income Fund shares are held by insiders, which represents about 13.39% of CHW stock.

Who is the insider with the largest stake?

CHW 10 percent owner, MetLife Investment Management, LLC holds the largest portfolio of the company's shares. CHW shares owned by MetLife total nearly 20 thousand.

Which institution holds the most shares in CHW?

FIFTH THIRD BANCORP is the largest institutional owner in CHW which holds 77.62 thousand shares worth $691.57K or 0.12% of the total CHW shares outstanding followed by CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. with ownership of 157.13 thousand shares representing 0.25% of the CHW ownership. D.A. DAVIDSON & CO. is the third largest stakeholder with 179.64 thousand shares or 0.28% of the ownership worth more than $1.60M.

Is Calamos Global Dynamic 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 CHW is concerned, it is a stock which is not optionable.

Is there a short position on CHW's shares?

Number of CHW 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 CHW shares are there?

As of today, null shares of CHW are outstanding.

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

CHW 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 CHW is null.

Calamos Global Dynamic Income Fund (CHW) 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

13.39% Percentage of Shares held by All Insiders

45.75% Percentage of Shares held by All Institutions

52.82% Percentage of Float held by Institutions

112

Number of Institutions Holding Shares

Institutional Ownership

About 45.75% of CHW shares are held by financial institutions. FIFTH THIRD BANCORP is the top corporate investor, holding 77.62K shares valued at $691.57K. A 0.12% stake in Calamos Global Dynamic Income Fund is owned by the company. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. owns 157.13K shares valued at $1.40M, which translates its holding of 0.25% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FIFTH THIRD BANCORP	0.12%	77.62K	691.57K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	157.13K	1.4M	-1.97K	-1.24%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.28%	179.64K	1.6M	772	+0.43%
Jun 30, 2026	ROYAL BANK OF CANADA	0.49%	314.74K	2.81M	11.43K	+3.77%
Jun 30, 2026	LPL FINANCIAL LLC	1.21%	770.91K	6.87M	-229.13K	-22.91%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.78%	1.14M	10.12M	65.76K	+6.14%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	3.39%	2.16M	19.27M	683.47K	+46.22%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	116.12K	1.02M	15.43K	+15.32%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.41%	264.44K	2.36M	-2.66K	-1.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.05%	31.16K	277.61K	16.48K	+112.26%
Jun 30, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.05%	34.62K	308.49K	34.62K	+100.00%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.07%	42.19K	375.88K	5.7K	+15.63%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.07%	42.22K	376.15K	-1.15K	-2.64%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	43.18K	384.76K	7.28K	+20.27%
Jun 30, 2026	RPO LLC	0.07%	47.57K	423.85K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.09%	55.31K	492.84K	-2.05K	-3.58%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	32.93K	293K	696	+2.16%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.59%	378.34K	3.37M	90.07K	+31.24%
Jun 30, 2026	ALTIUM CAPITAL MANAGEMENT LP	0.52%	328.9K	2.93M	0	0
Jun 30, 2026	EVOLVE PRIVATE WEALTH, LLC	0.11%	69.24K	616.94K	10.47K	+17.82%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.1%	64.34K	573.31K	1.65K	+2.63%
Jun 30, 2026	ADVISORY SOLUTIONS GROUP, LLC	0.06%	36.54K	325.53K	36.54K	+100.00%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC/CA	0.05%	29.82K	265K	29.82K	+100.00%
Jun 30, 2026	MORGAN STANLEY	9.39%	6M	53.46M	65.76K	+1.11%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	1.21%	769.83K	6.86M	-169.27K	-18.02%
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	0.65%	412.26K	3.67M	-51.34K	-11.07%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.73%	467.62K	4.17M	100.67K	+27.44%
Jun 30, 2026	SABA CAPITAL MANAGEMENT, L.P.	1.07%	683.78K	6.09M	561.54K	+459.36%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	1.19%	759.07K	6.76M	520.38K	+218.02%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	2.34%	1.5M	13.33M	-80.78K	-5.12%
Jun 30, 2026	KARPUS MANAGEMENT, INC.	3.85%	2.46M	21.92M	269.12K	+12.28%
Jun 30, 2026	ADAPT WEALTH ADVISORS, LLC	0.62%	394.42K	3.51M	-8.22K	-2.04%
Jun 30, 2026	UBS GROUP AG	0.32%	206.39K	1.84M	4.49K	+2.22%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.28%	181.92K	1.62M	59.22K	+48.27%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	101.26K	902.22K	-12.13K	-10.70%
Jun 30, 2026	SAXONY CAPITAL MANAGEMENT, LLC	0.14%	88.25K	786.31K	0	0
Jun 30, 2026	COLONY GROUP, LLC	0.13%	80.81K	719.97K	-2.92K	-3.48%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.06%	40.71K	347.66K	-11.13K	-21.47%
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	29.3K	261.06K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.04%	28.54K	254.28K	2.01K	+7.59%
Jun 30, 2026	CONTINUUM ADVISORY, LLC	0.04%	28.41K	253.12K	109	+0.39%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.04%	26.71K	237.94K	8.8K	+49.15%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.04%	25.64K	228.49K	-54.32K	-67.93%
Jun 30, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.04%	24.78K	220.82K	0	0
Jun 30, 2026	STEPHENS INC /AR/	0.04%	23.78K	211.9K	-5.54K	-18.90%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.04%	23.08K	206K	4.04K	+21.21%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	21.65K	192.91K	-47.59K	-68.73%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.03%	21.62K	192.59K	-46.51K	-68.27%
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	0.03%	20.52K	179.98K	206	+1.01%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.03%	20.41K	181.85K	-9.24K	-31.16%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	20.22K	180.19K	0	0
Jun 30, 2026	MRA ADVISORY GROUP	0.03%	19.48K	173.57K	228	+1.18%
Jun 30, 2026	ALMITAS CAPITAL LLC	0.1%	64.07K	570.89K	53.81K	+524.13%
Jun 30, 2026		0.05%	29.82K	265K	29.82K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	61.91K	551.58K	-752	-1.20%
Jun 30, 2026	NWF ADVISORY SERVICES INC.	0.05%	32.6K	290.47K	3.9K	+13.59%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.09%	59.52K	530.3K	-5.3K	-8.18%
Jun 30, 2026	INVESCO LTD.	0.11%	70.11K	624.68K	-52.59K	-42.86%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.16%	99.86K	889.79K	13.23K	+15.27%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.05%	29.61K	263.81K	97	+0.33%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	30.46K	271.38K	6.19K	+25.52%
Jun 30, 2026	INVESTMENT MANAGEMENT TRUST, LLC	0.08%	49.12K	437.64K	-190	-0.39%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.11%	69.16K	616.25K	8.85K	+14.67%
Jun 30, 2026	DAKOTA WEALTH MANAGEMENT	0.11%	73.28K	652.93K	5.3K	+7.80%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.14%	86.63K	628.95K	-21.38K	-19.80%
Mar 31, 2026	LPL FINANCIAL LLC	1.57%	1M	7.26M	-26.61K	-2.59%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.05%	29.51K	214.25K	-1.77K	-5.67%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.05%	29.65K	215.24K	6	+0.02%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.05%	31.94K	231.9K	361	+1.14%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	35.9K	260.66K	2.67K	+8.02%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.06%	36.49K	264.89K	7.95K	+27.86%
Mar 31, 2026	READYSTATE ASSET MANAGEMENT LP	0.06%	36.63K	265.91K	36.63K	+100.00%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.07%	43.36K	314.62K	16.1K	+59.04%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	113.39K	823.2K	754	+0.67%
Mar 31, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	29.3K	212.72K	0	0
Mar 31, 2026	STEPHENS INC /AR/	0.05%	29.32K	212.89K	227	+0.78%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	2.47%	1.58M	11.44M	59.11K	+3.90%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	3.43%	2.19M	15.91M	249.53K	+12.85%
Mar 31, 2026	MORGAN STANLEY	9.29%	5.93M	43.08M	211.4K	+3.69%
Mar 31, 2026	RPO LLC	0.07%	47.57K	345.36K	-14.23K	-23.02%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.08%	51.84K	419.92K	-5.95K	-10.30%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.09%	54.91K	398.65K	54.91K	+100.00%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.09%	60.32K	437.9K	1.16K	+1.96%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	62.66K	454.89K	1.86K	+3.05%
Mar 31, 2026		0.08%	49.31K	357.97K	49.31K	+100.00%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.11%	67.98K	493.54K	4.35K	+6.83%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.09%	57.37K	416.49K	14.6K	+34.14%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.28%	178.87K	1.3M	-8.08K	-4.32%
Mar 31, 2026	UBS GROUP AG	0.32%	201.9K	1.47M	293	+0.15%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	32.24K	234K	31	+0.10%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.45%	288.27K	2.09M	6.08K	+2.15%
Mar 31, 2026	ROYAL BANK OF CANADA	0.47%	303.31K	2.2M	81.67K	+36.85%
Mar 31, 2026	ALTIUM CAPITAL MANAGEMENT LP	0.52%	328.9K	2.39M	197.1K	+149.54%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.57%	366.94K	2.66M	248.73K	+210.41%
Mar 31, 2026	ADAPT WEALTH ADVISORS, LLC	0.63%	402.64K	2.92M	3.63K	+0.91%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.66%	422.89K	3.07M	15.52K	+3.81%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.68%	1.07M	7.77M	-53.5K	-4.76%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.02%	15.49K	112.42K	-1.31K	-7.79%
Mar 31, 2026	XML FINANCIAL, LLC	0.03%	17.2K	124.87K	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0.03%	17.91K	129.99K	0	0
Mar 31, 2026	SAN LUIS WEALTH ADVISORS LLC	0.03%	18.94K	137.53K	0	0
Mar 31, 2026	WEDBUSH SECURITIES INC	0.03%	19.04K	138K	1.38K	+7.82%
Mar 31, 2026	MRA ADVISORY GROUP	0.03%	19.25K	139.77K	246	+1.29%
Mar 31, 2026	OPPENHEIMER & CO INC	0.03%	20.17K	146.42K	-1.94K	-8.78%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	20.22K	146.82K	0	0
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.03%	20.32K	142.21K	0	0
Mar 31, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.04%	24.78K	179.93K	24.78K	+100.00%
Mar 31, 2026	CONTINUUM ADVISORY, LLC	0.04%	28.3K	205.45K	0	0
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.04%	28.7K	208.36K	-12.9K	-31.01%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.1%	64.82K	470.58K	902	+1.41%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.11%	68.13K	494.6K	54.16K	+387.76%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.37%	238.69K	1.73M	25.3K	+11.86%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.42%	267.1K	1.94M	-2.92K	-1.08%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	69.24K	502.66K	-9.03K	-11.53%
Mar 31, 2026	FIFTH THIRD BANCORP	0.12%	77.62K	563.5K	75.71K	+3,967.98%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	79.96K	580.54K	79.96K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.13%	83.72K	607.81K	-2.76K	-3.19%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	1.47%	939.09K	6.82M	-8.56K	-0.90%
Mar 31, 2026	SAXONY CAPITAL MANAGEMENT, LLC	0.14%	88.25K	640.7K	0	0
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	100.69K	753.18K	-12.13K	-10.75%
Mar 31, 2026	SABA CAPITAL MANAGEMENT, L.P.	0.19%	122.24K	887.49K	-177.11K	-59.16%
Mar 31, 2026	INVESCO LTD.	0.19%	122.7K	890.77K	-37.28K	-23.30%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.19%	122.7K	890.79K	23.01K	+23.08%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	159.1K	1.16M	5.48K	+3.57%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	2.32%	1.48M	10.74M	89.41K	+6.44%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.73%	463.61K	3.37M	-221.09K	-32.29%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.48%	947.65K	7.02M	-63.6K	-6.29%
Dec 31, 2025	ROYAL BANK OF CANADA	0.35%	221.64K	1.64M	2.58K	+1.18%
Dec 31, 2025	UBS GROUP AG	0.32%	201.6K	1.49M	3.54K	+1.79%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.12%	78.26K	579.93K	-2.6K	-3.21%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.04%	26.53K	196.55K	-1	0.00%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.04%	25K	185.25K	25K	+100.00%
Dec 31, 2025	RFG ADVISORY, LLC	0.04%	23.41K	173.48K	-5K	-17.60%
Dec 31, 2025	OPPENHEIMER & CO INC	0.03%	22.11K	163.84K	232	+1.06%
Dec 31, 2025	MRA ADVISORY GROUP	0.03%	19.01K	140.84K	-1.1K	-5.49%
Dec 31, 2025	SAN LUIS WEALTH ADVISORS LLC	0.03%	18.94K	140.38K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0.03%	17.91K	132.68K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	63.92K	473.62K	-2.54K	-3.82%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.1%	63.64K	471.54K	715	+1.14%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	60.8K	450.54K	277	+0.46%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.09%	59.16K	438.34K	3.87K	+7.00%
Dec 31, 2025		0.09%	58.13K	433.59K	58.13K	+100.00%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	57.79K	459.45K	-1.5K	-2.53%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.07%	42.77K	316.89K	1.05K	+2.51%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	33.24K	246.3K	8.15K	+32.51%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	32.21K	239K	1.37K	+4.43%
Dec 31, 2025	CERITY PARTNERS LLC	0.32%	202.77K	1.5M	202.77K	+100.00%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	4.66K	34.53K	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0.01%	4.76K	35.3K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.05%	31.28K	231.81K	4.84K	+18.29%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.07%	41.6K	308.26K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.01%	7.2K	53.33K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	9.16K	67.87K	0	0
Dec 31, 2025	LEIGH BALDWIN & CO., LLC	0.02%	10K	74K	0	0
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.02%	11.74K	87.01K	-10.05K	-46.11%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	31.58K	234.01K	-884	-2.72%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	29.3K	217.11K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.05%	29.64K	219.64K	29.64K	+100.00%
Dec 31, 2025	RPO LLC	0.1%	61.8K	457.93K	0	0
Dec 31, 2025	COMERICA BANK	0.12%	78.4K	580.94K	-88	-0.11%
Dec 31, 2025	INVESCO LTD.	0.25%	159.98K	1.19M	59.34K	+58.96%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.33%	213.39K	1.58M	15.7K	+7.94%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.42%	270.02K	2M	-140	-0.05%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.76%	1.12M	8.33M	86.69K	+8.36%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	3.04%	1.94M	14.39M	276.13K	+16.58%
Dec 31, 2025	COLONY GROUP, LLC	0.14%	86.48K	629.29K	46.3K	+115.24%
Dec 31, 2025	SAXONY CAPITAL MANAGEMENT, LLC	0.14%	88.25K	653.93K	0	0
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.16%	99.69K	738.67K	21.69K	+27.81%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	108.02K	800.4K	21.51K	+24.87%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	112.63K	834.62K	-15.53K	-12.11%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	112.82K	857.44K	22.93K	+25.50%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.19%	118.21K	875.94K	10.92K	+10.18%
Dec 31, 2025	ALTIUM CAPITAL MANAGEMENT LP	0.21%	131.8K	976.66K	131.8K	+100.00%
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	0.47%	299.36K	2.22M	-69.29K	-18.80%
Dec 31, 2025	ADAPT WEALTH ADVISORS, LLC	0.62%	399.01K	2.96M	50.08K	+14.35%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.64%	407.37K	3.02M	10.6K	+2.67%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	1.07%	684.7K	5.11M	-139.79K	-16.95%
Dec 31, 2025	LPL FINANCIAL LLC	1.61%	1.03M	7.61M	25.03K	+2.50%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	2.38%	1.52M	11.24M	383.51K	+33.83%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	14.8K	109.66K	166	+1.13%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.03%	16.79K	124.44K	73	+0.44%
Dec 31, 2025	XML FINANCIAL, LLC	0.03%	17.2K	127.45K	0	0
Dec 31, 2025	WEDBUSH SECURITIES INC	0.03%	17.66K	131K	42	+0.24%
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	17.86K	132.31M	-25.11K	-58.44%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	2.18%	1.39M	10.29M	67.24K	+5.09%
Dec 31, 2025	MORGAN STANLEY	8.96%	5.72M	42.4M	320.92K	+5.94%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	28.54K	211.46K	9.98K	+53.80%
Dec 31, 2025	STEPHENS INC /AR/	0.05%	29.1K	215.61K	300	+1.04%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	282.2K	2.09M	-20.87K	-6.89%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.04%	28.47K	210.98K	96	+0.34%
Dec 31, 2025	CONTINUUM ADVISORY, LLC	0.04%	28.3K	209.7K	6.18K	+27.95%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.04%	27.27K	202.04K	-676	-2.42%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.29%	186.95K	1.39M	-10.83K	-5.48%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	153.62K	1.14M	12.56K	+8.90%
Dec 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.02%	14.41K	106.79K	290	+2.05%
Dec 31, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.02%	14K	103.74K	0	0
Sep 30, 2025	ADAPT WEALTH ADVISORS, LLC	0.55%	348.93K	2.63M	348.93K	+100.00%
Sep 30, 2025		0.11%	68.33K	515.19K	68.33K	+100.00%
Sep 30, 2025	MORGAN STANLEY	8.46%	5.4M	40.73M	177.01K	+3.39%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	2.61%	1.67M	12.56M	9.57K	+0.58%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	2.07%	1.32M	9.97M	1.32M	+100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.31%	200.6K	1.51M	-201.87K	-50.16%
Sep 30, 2025	UBS GROUP AG	0.31%	198.06K	1.49M	4.17K	+2.15%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	25.08K	189.14K	0	0
Sep 30, 2025	L.M. KOHN & COMPANY	0.04%	22.84K	172.18K	-1.51K	-6.20%
Sep 30, 2025	CONTINUUM ADVISORY, LLC	0.03%	22.12K	166.76K	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.03%	21.88K	164.96K	-1.58K	-6.75%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	21.79K	164.29K	-16.69K	-43.37%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.03%	20.32K	153.18K	0	0
Sep 30, 2025	MRA ADVISORY GROUP	0.03%	20.11K	151.63K	1.65K	+8.93%
Sep 30, 2025	SAN LUIS WEALTH ADVISORS LLC	0.03%	18.94K	135.07K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.03%	17.91K	135K	-100	-0.56%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.03%	17.62K	133K	41	+0.23%
Sep 30, 2025	XML FINANCIAL, LLC	0.03%	17.2K	129.69K	0	0
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.03%	16.72K	126.08K	-129	-0.77%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	14.63K	110.32K	149	+1.03%
Sep 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.02%	14.12K	106.48K	14.12K	+100.00%
Sep 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.02%	14K	105.56K	14K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	9.16K	69.06K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.01%	7.2K	54.26K	1.37K	+23.54%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.31%	197.78K	1.49M	5.65K	+2.94%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.31%	197.69K	1.49M	31.34K	+18.84%
Sep 30, 2025	SAXONY CAPITAL MANAGEMENT, LLC	0.14%	88.25K	665.41K	1K	+1.15%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.12%	77.99K	588.07K	32.63K	+71.94%
Sep 30, 2025	AQR ARBITRAGE LLC	0.24%	153.18K	1.16M	-146.6K	-48.90%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	141.06K	1.06M	1.83K	+1.32%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	128.16K	966K	737	+0.58%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.17%	107.29K	808.97K	22.3K	+26.24%
Sep 30, 2025	RPO LLC	0.1%	61.8K	465.97K	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	60.53K	456.36K	-396	-0.65%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	59.29K	456.56K	656	+1.12%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.09%	55.29K	416.86K	11.44K	+26.09%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.07%	45.4K	342.31K	6	+0.01%
Sep 30, 2025	JANE STREET GROUP, LLC	0.07%	42.96K	323.94K	32.8K	+322.61%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.07%	41.72K	314.54K	4.8K	+13.01%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.07%	41.6K	313.66K	1K	+2.46%
Sep 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.06%	41.07K	309.7K	0	0
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.04%	27.94K	210.69K	-3.47K	-11.06%
Sep 30, 2025	INVESCO LTD.	0.16%	100.64K	758.83K	2.45K	+2.50%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	89.9K	695.8K	2.5K	+2.86%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.1%	62.92K	474.42K	-1.5K	-2.33%
Sep 30, 2025	RFG ADVISORY, LLC	0.04%	28.41K	214.23K	-5.71K	-16.72%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.04%	28.38K	213.96K	94	+0.33%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.78%	1.13M	8.55M	-34.37K	-2.94%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.62%	1.04M	7.82M	-1.98K	-0.19%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.58%	1.01M	7.62M	-84.18K	-7.68%
Sep 30, 2025	LPL FINANCIAL LLC	1.57%	1M	7.55M	16.77K	+1.70%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	1.29%	824.49K	6.22M	-16.98K	-2.02%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	86.5K	634.61K	-14.2K	-14.10%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	80.86K	609.68K	29.61K	+57.78%
Sep 30, 2025	COMERICA BANK	0.12%	78.49K	591.8K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	66.45K	501.06K	-1.18K	-1.75%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.04%	26.53K	200.01K	1	0.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	32.47K	244.79K	499	+1.56%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	30.84K	233K	-237	-0.76%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	303.06K	2.29M	2.2K	+0.73%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.42%	270.16K	2.04M	14.23K	+5.56%
Sep 30, 2025	COLONY GROUP, LLC	0.06%	40.18K	302.93K	-894	-2.18%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.06%	35.73K	269.37K	-64.85K	-64.48%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	29.3K	220.92K	0	0
Sep 30, 2025	STEPHENS INC /AR/	0.05%	28.8K	217.13K	-7.49K	-20.65%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.04%	26.45K	199.41K	-2.52K	-8.69%
Sep 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.04%	25.3K	190.76K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.62%	396.77K	2.99M	32	+0.01%
Sep 30, 2025	MANGROVE PARTNERS	0.35%	226.52K	1.71M	-1.01M	-81.61%
Sep 30, 2025	ROYAL BANK OF CANADA	0.34%	219.06K	1.65M	24.83K	+12.79%
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	0.58%	368.65K	2.78M	368.65K	+100.00%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.63%	1.04M	7.41M	74.43K	+7.72%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	300.86K	2.15M	22.81K	+8.20%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.06%	40.6K	289.48K	0	0
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.16%	100.57K	717.07K	20.65K	+25.84%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.16%	104.98K	748.54K	-19.36K	-15.57%
Jun 30, 2025	UBS GROUP AG	0.3%	193.89K	1.38M	461	+0.24%
Jun 30, 2025	ROYAL BANK OF CANADA	0.3%	194.23K	1.39M	-52.62K	-21.32%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.04%	28.28K	201.66K	-696	-2.40%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.05%	28.97K	206.52K	7.94K	+37.76%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.06%	36.91K	263.19K	1.96K	+5.60%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.06%	38.48K	274.33K	-5.22K	-11.94%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.72%	1.1M	7.81M	-125.53K	-10.28%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.07%	45.36K	323.42K	11.08K	+32.33%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	29.3K	208.91K	-1.2K	-3.93%
Jun 30, 2025	COLONY GROUP, LLC	0.06%	41.07K	292.83K	-3.42K	-7.69%
Jun 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.06%	41.07K	292.86K	0	0
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.07%	43.85K	312.63K	5.88K	+15.47%
Jun 30, 2025	INVESCO LTD.	0.15%	98.19K	700.09K	-756	-0.76%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.63%	402.47K	2.87M	225.73K	+127.72%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.07%	45.39K	323.65K	8	+0.02%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	51.25K	365.41K	-22.93K	-30.91%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	60.92K	434.37K	2.83K	+4.87%
Jun 30, 2025	RPO LLC	0.1%	61.8K	440.63K	0	0
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	63.36K	451.74K	-10.48K	-14.19%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	127.42K	909K	-10.07K	-7.33%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	139.22K	993K	19.91K	+16.69%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.4%	255.93K	1.83M	8.62K	+3.48%
Jun 30, 2025	AQR ARBITRAGE LLC	0.47%	299.79K	2.14M	-46.56K	-13.44%
Jun 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.05%	29.75K	212.11K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	31.08K	222K	-17.55K	-36.09%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	31.42K	223.99K	12.53K	+66.37%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	31.97K	227.92K	-11.4K	-26.29%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.05%	33.67K	240.04K	33.67K	+100.00%
Jun 30, 2025	RFG ADVISORY, LLC	0.05%	34.12K	243.25K	815	+2.45%
Jun 30, 2025	STEPHENS INC /AR/	0.06%	36.29K	258.75K	4.6K	+14.52%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	58.64K	421.61K	285	+0.49%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	100.7K	717.99K	24.97K	+32.98%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.1%	64.42K	459.32K	4.5K	+7.51%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	67.64K	482.25K	-6.51K	-8.78%
Jun 30, 2025	COMERICA BANK	0.12%	78.49K	559.62K	-6.75K	-7.92%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	84.99K	605.98K	260	+0.31%
Jun 30, 2025	SAXONY CAPITAL MANAGEMENT, LLC	0.14%	87.25K	622.09K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	87.4K	626.19K	-67.6K	-43.61%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	1.32%	841.47K	6M	101.93K	+13.78%
Jun 30, 2025	LPL FINANCIAL LLC	1.54%	984.85K	7.02M	26.22K	+2.74%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.83%	1.17M	8.33M	-293.83K	-20.10%
Jun 30, 2025	MANGROVE PARTNERS	1.93%	1.23M	8.78M	0	0
Jun 30, 2025	KARPUS MANAGEMENT, INC.	2.59%	1.66M	11.81M	310.16K	+23.04%
Jun 30, 2025	MORGAN STANLEY	8.18%	5.22M	37.25B	204.5K	+4.07%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.26%	166.35K	1.19M	29.9K	+21.91%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.3%	192.13K	1.37M	32.86K	+20.63%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.62%	396.74K	2.83M	3.57K	+0.91%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.12%	74.15K	473.82K	-1.08K	-1.43%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.13%	84.73K	541.43K	4.42K	+5.51%
Mar 31, 2025	COMERICA BANK	0.13%	85.24K	544.67K	0	0
Mar 31, 2025	SAXONY CAPITAL MANAGEMENT, LLC	0.14%	87.25K	557.53K	3.75K	+4.49%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	2.11%	1.35M	8.6M	340.57K	+33.87%
Mar 31, 2025	ROYAL BANK OF CANADA	0.39%	246.85K	1.58M	118.09K	+91.71%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	1.16%	739.54K	4.73M	18.51K	+2.57%
Mar 31, 2025	LPL FINANCIAL LLC	1.5%	958.63K	6.13M	30.89K	+3.33%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	278.05K	1.78M	-27.96K	-9.14%
Mar 31, 2025		0.06%	40.6K	259.43K	40.6K	+100.00%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.05%	28.98K	185.18K	-1.98K	-6.39%
Mar 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.05%	29.75K	190.39K	0	0
Mar 31, 2025	STEPHENS INC /AR/	0.05%	31.69K	202.5K	14.54K	+84.78%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	137.5K	879K	-56.51K	-29.13%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	58.35K	381.63K	-579	-0.98%
Mar 31, 2025	WALLEYE CAPITAL LLC	0.19%	124.35K	795.81K	-8.29K	-6.25%
Mar 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	30.5K	194.9K	0	0
Mar 31, 2025	RFG ADVISORY, LLC	0.05%	33.3K	212.8K	33.3K	+100.00%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.06%	37.97K	242.64K	2.91K	+8.29%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.07%	45.39K	290.01K	310	+0.69%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	48.63K	311K	-1.08K	-2.18%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	58.09K	371.2K	4.04K	+7.47%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.09%	59.92K	382.89K	420	+0.71%
Mar 31, 2025	COLONY GROUP, LLC	0.07%	44.49K	284.3K	-803	-1.77%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.13%	79.92K	511.49K	-37.26K	-31.80%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.05%	34.96K	223.37K	13.68K	+64.29%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.24%	155K	990.42K	-64K	-29.22%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.25%	159.27K	1.02M	104.11K	+188.78%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.39%	247.31K	1.58M	3.07K	+1.26%
Mar 31, 2025	RPO LLC	0.1%	61.8K	394.9K	0	0
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	73.83K	471.79K	12.76K	+20.89%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.12%	74.18K	474.02K	-19.51K	-20.82%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	119.32K	762K	-111	-0.09%
Mar 31, 2025	AQR ARBITRAGE LLC	0.54%	346.35K	2.22M	-60.84K	-14.94%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.62%	393.17K	2.51M	1.39K	+0.35%
Mar 31, 2025	MORGAN STANLEY	7.86%	5.02M	32.08M	166.05K	+3.42%
Mar 31, 2025	JANE STREET GROUP, LLC	0.05%	33.32K	212.94K	33.32K	+100.00%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.21%	136.45K	871.92K	56.68K	+71.06%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.51%	964.7K	6.17M	-1.13K	-0.12%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.91%	1.22M	7.8M	5.6K	+0.46%
Mar 31, 2025	MANGROVE PARTNERS	1.93%	1.23M	7.87M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	75.72K	483.88K	19.13K	+33.80%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	2.29%	1.46M	9.36M	-397.54K	-21.38%
Mar 31, 2025	INVESCO LTD.	0.15%	98.95K	632.26K	69.78K	+239.20%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.28%	176.74K	1.13M	88.76K	+100.88%
Mar 31, 2025	UBS GROUP AG	0.3%	193.43K	1.24M	-1.36K	-0.70%
Mar 31, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.06%	41.07K	262.46K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	43.37K	277.12K	6.39K	+17.28%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.07%	43.69K	279.19K	18.11K	+70.80%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.05%	34.28K	219.04K	21.53K	+168.78%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	37.08K	236.97K	15.14K	+68.96%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.03%	22.21K	144.56K	-1.51K	-6.38%
Mar 31, 2024	SAXONY CAPITAL MANAGEMENT, LLC	0.12%	77.5K	504.53K	20.5K	+35.96%
Mar 31, 2024	COMERICA BANK	0.13%	84.54K	550.37K	1K	+1.20%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	99.69K	649.01K	7.82K	+8.51%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.17%	105.49K	686.73K	105.49K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.17%	106.2K	692K	6.37K	+6.39%
Mar 31, 2024	FLOW STATE INVESTMENTS, L.P.	0.17%	106.46K	693.07K	14.03K	+15.18%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	194.05K	1.26M	194.05K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.3%	194.16K	1.26M	25.13K	+14.87%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.35%	224.22K	1.46M	-181.93K	-44.79%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.35%	226.59K	1.48M	-15.82K	-6.53%
Mar 31, 2024	AQR ARBITRAGE LLC	1.03%	656.15K	4.27M	168.95K	+34.68%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.2%	127.27K	828.52K	-2.63K	-2.03%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	192.3K	1.25M	-7.53K	-3.77%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.53%	336.29K	2.19M	-125.21K	-27.13%
Mar 31, 2024	RPO LLC	0.64%	411.45K	2.68M	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.68%	431.44K	2.81M	58.56K	+15.70%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	1.08%	687.05K	4.47M	623.78K	+985.90%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.22%	776.32K	5.05M	42.79K	+5.83%
Mar 31, 2024	LPL FINANCIAL LLC	1.45%	923.56K	6.01M	7.21K	+0.79%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	1.78%	1.14M	7.42M	17.33K	+1.54%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	1.85%	1.18M	7.68M	-216.12K	-15.49%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.05%	33.42K	217.58K	1.26K	+3.90%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.05%	33.68K	219.23K	6.41K	+23.49%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.06%	38.31K	212.26K	-2.6K	-6.35%
Mar 31, 2024	MANGROVE PARTNERS	1.93%	1.23M	8.02M	54.78K	+4.65%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.04%	24.85K	161.75K	24.85K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.04%	25.22K	164.19K	25.22K	+100.00%
Mar 31, 2024	STRATEGIC FINANCIAL CONCEPTS, LLC	0.04%	25.3K	164.7K	25.3K	+100.00%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.04%	27.68K	180.18K	-55.21K	-66.61%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.05%	28.89K	188.09K	-1.64K	-5.38%
Mar 31, 2024	CALAMOS WEALTH MANAGEMENT LLC	0.05%	29.75K	193.66K	0	0
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	30.92K	201.31K	0	0
Mar 31, 2024	9258 WEALTH MANAGEMENT, LLC	0.05%	31.62K	205.87K	31.62K	+100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.06%	40K	296.4K	-25K	-38.46%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	40.5K	263.66K	0	0
Mar 31, 2024	ZUCKERMAN INVESTMENT GROUP, LLC	0.06%	41.07K	267.39K	41.07K	+100.00%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.07%	46.08K	299.96K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.08%	50.8K	331K	3.23K	+6.79%
Mar 31, 2024	COLONY GROUP, LLC	0.09%	55.03K	358K	5.24K	+10.53%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	56.89K	360.68K	-1.23K	-2.12%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.09%	57.49K	374.26K	57.49K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	57.78K	376.16K	15.79K	+37.60%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.09%	60.5K	393.85K	-23.69K	-28.14%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.1%	62.03K	403.84K	47.7K	+332.78%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	70.32K	458K	9.61K	+15.83%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.11%	72.47K	471.81K	-1.53K	-2.07%
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	0.18%	114.45K	745.08K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.23%	146.01K	950.52K	162	+0.11%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.35%	224.89K	1.46M	64.09K	+39.86%
Mar 31, 2024	MORGAN STANLEY	8.08%	5.16M	33.58M	-48.75K	-0.94%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.02%	10.2K	66.4K	0	0
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.02%	11K	71.61K	0	0
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.02%	11.85K	77.14K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.02%	12.43K	80.89K	-343	-2.69%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.02%	12.63K	82K	12.63K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	13.16K	85.69K	13.16K	+100.00%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.02%	15.91K	103.57K	-2.03K	-11.34%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	15.99K	104.11K	8.86K	+124.23%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.03%	16K	104.16K	0	0
Mar 31, 2024	MRA ADVISORY GROUP	0.03%	16.44K	106.99K	16.44K	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0.03%	16.54K	107.7K	150	+0.92%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.03%	18.51K	120K	4.44K	+31.61%
Mar 31, 2024	SAN LUIS WEALTH ADVISORS LLC	0.03%	18.55K	121K	0	0
Mar 31, 2024	VALEO FINANCIAL ADVISORS, LLC	0.03%	18.7K	118.65K	5.7K	+43.85%
Mar 31, 2024	L.M. KOHN & COMPANY	0.04%	22.73K	147.95K	5.13K	+29.17%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.08%	47.57K	274K	-1.42K	-2.89%
Dec 31, 2023	LPL FINANCIAL LLC	1.49%	916.35K	5.29M	41.84K	+4.78%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	1.83%	1.12M	6.47M	211.13K	+23.18%
Dec 31, 2023	MANGROVE PARTNERS	1.92%	1.18M	6.79M	512.26K	+77.05%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	2.27%	1.4M	8.05M	-289.2K	-17.17%
Dec 31, 2023	MORGAN STANLEY	8.49%	5.21M	30.04M	-85.88K	-1.62%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.08%	46.08K	265.87K	6.78K	+17.26%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.07%	41.99K	242.3K	-35.94K	-46.11%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.07%	40.91K	238.12K	2.6K	+6.79%
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.03%	17.94K	102.64K	4.62K	+34.70%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.03%	18.05K	104.16K	-2.77K	-13.30%
Dec 31, 2023	SAN LUIS WEALTH ADVISORS LLC	0.03%	18.55K	107K	0	0
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.03%	20K	115.4K	20K	+100.00%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.03%	20.81K	120.07K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.04%	23.72K	136.86K	1.69K	+7.67%
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.04%	25.59K	147.64K	25.59K	+100.00%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.04%	27.27K	157.35K	8.22K	+43.16%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.05%	29.37K	169.48K	18.82K	+178.21%
Dec 31, 2023	CALAMOS WEALTH MANAGEMENT LLC	0.05%	29.75K	171.65K	0	0
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.05%	30.54K	176.19K	634	+2.12%
Dec 31, 2023	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	30.92K	178.43K	-4.94K	-13.77%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.05%	32.17K	185.6K	2.53K	+8.54%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	40.5K	233.69K	-16K	-28.32%
Dec 31, 2023	LIDO ADVISORS, LLC	0.06%	34.4K	200.23K	34.4K	+100.00%
Dec 31, 2023	STEPHENS INC /AR/	0.03%	17.9K	103.28K	17.9K	+100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.66%	406.14K	2.34M	382K	+1,582.17%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.61%	372.88K	2.15M	50.28K	+15.59%
Dec 31, 2023	RPO LLC	0.67%	411.45K	2.37M	0	0
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.75%	461.5K	2.69M	77.56K	+20.20%
Dec 31, 2023	AQR ARBITRAGE LLC	0.79%	487.2K	2.81M	182.93K	+60.12%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.2%	733.53K	4.23M	97.98K	+15.42%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.4%	242.41K	1.4M	-8.42K	-3.36%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	199.82K	1.15M	-8K	-3.85%
Dec 31, 2023	UBS GROUP AG	0.28%	169.03K	975.27K	2.18K	+1.30%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.26%	160.8K	927.81K	118.78K	+282.69%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.24%	145.85K	841.54K	5.36K	+3.82%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	129.9K	749.53K	-2.48K	-1.88%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.19%	114.45K	660.39K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	99.83K	576K	799	+0.81%
Dec 31, 2023	FLOW STATE INVESTMENTS, L.P.	0.15%	92.43K	533.33K	79.51K	+615.08%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.15%	91.88K	530.14K	-56.63K	-38.13%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.14%	84.19K	488.99K	8.43K	+11.12%
Dec 31, 2023	COMERICA BANK	0.14%	83.54K	482.04K	19.28K	+30.01%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.14%	82.88K	478.24K	82.88K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.12%	74K	427K	20.86K	+39.24%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.11%	65K	436.15K	0	0
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.1%	63.27K	365.07K	63.27K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	60.71K	350K	-10.42K	-14.65%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	58.12K	340.6K	-5.35K	-8.43%
Dec 31, 2023		0.08%	49.78K	287K	49.78K	+100.00%

Insiders

Among the CHW insiders holding of 13.39% of the stake in company, METLIFE INVESTMENT MANAGEMENT, LLC, 10 percent owner, holds the largest shares of 20K. CALAMOS JOHN P SR, president and chairman, is the second largest CHW insider with ownership of 18.7K shares. HAMACHER THERESA, director, stands third with possession of 1.5K shares of that stake.

Insiders	Designation	Shares Held
METLIFE INVESTMENT MANAGEMENT, LLC	10 percent owner	20K
CALAMOS JOHN P SR	president and chairman	18.7K
HAMACHER THERESA	director	1.5K
TRIPPLE DAVID D	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 26, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	25.00	20K	500K	20K
Dec 19, 2019	TRIPPLE DAVID D	SALE	8.66	800	6.93K	0
Mar 01, 2016	HAMACHER THERESA	PURCHASE	6.42	1.5K	9.63K	1.5K
Jul 10, 2014	TRIPPLE DAVID D	SALE	9.74	1.2K	11.69K	800
Jul 09, 2009	TRIPPLE DAVID D	SALE	6.23	2K	12.46K	2K
Dec 14, 2007	TRIPPLE DAVID D	PURCHASE	12.57	4K	50.28K	4K
Aug 16, 2007	CALAMOS JOHN P SR	PURCHASE	11.01	200	2.2K	18.7K
Aug 07, 2007	CALAMOS JOHN P SR	PURCHASE	13.55	800	10.84K	800

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE20K1

SALES00

NET SHARES20K1

SHARES HELD20K1

% NET SHARES0%0%

Frequently Asked Questions