How many institutions own CHY 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 CHY shares is 151, representing 63.41% of the company's common stock.

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

DUMONT & BLAKE INVESTMENT ADVISORS LLC, in the last quarter, reduced its stake in CHY by -3.34% restricting it's holding to 221.02 thousand shares of worth nearly $2.41M. CORNERSTONE ADVISORY, LLC also lessened -23.58% of the CHY shares from its portfolio, reducing its holding to 278.5 thousand shares of worth $3.03M. PACIFIC WEALTH STRATEGIES GROUP, INC. also shunned CHY shares holding by -5.84% last quarter which brought its holding to 546.23 thousand shares worth $5.95M.

Investors who are buying CHY stock?

As per its latest 13F filing, CETERA INVESTMENT ADVISERS increased its stake in CHY by 13.73% in the last quarter. The institutional holder raised its holding to 149.38 thousand shares having worth more than $1.63M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also added 13.62% more shares of CHY to its portfolio, raising its holding to 155.61 thousand shares of worth $1.70M. COMMONWEALTH EQUITY SERVICES, LLC also increased its CHY shares holding by 1.01% which brought its holding to 163.14 thousand shares worth $1.78M.

CHY's major insiders: who are they?

The insider with the most stakes in CHY is MetLife Investment Management, LLC , 10 percent owner at the company. Additionally, CHY stock is highly held by director TIMBERS STEPHEN B and director MARSH WESTON W among others.

Did an insider recently sell CHY stock?

Company executives, directors, and other insiders own 5.51% percent of Calamos Convertible and High Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which CHY 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 CHY stock?

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

How much of CHY does insiders own?

Around 0 Calamos Convertible and High Income Fund shares are held by insiders, which represents about 5.51% of CHY stock.

Who is the insider with the largest stake?

CHY 10 percent owner, MetLife Investment Management, LLC holds the largest portfolio of the company's shares. CHY shares owned by MetLife total nearly 68 thousand.

Which institution holds the most shares in CHY?

CETERA INVESTMENT ADVISERS is the largest institutional owner in CHY which holds 149.38 thousand shares worth $1.63M or 0.19% of the total CHY shares outstanding followed by CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. with ownership of 155.61 thousand shares representing 0.2% of the CHY ownership. COMMONWEALTH EQUITY SERVICES, LLC is the third largest stakeholder with 163.14 thousand shares or 0.21% of the ownership worth more than $1.78M.

Is Calamos Convertible and High 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 CHY is concerned, it is a stock which is not optionable.

Is there a short position on CHY's shares?

Number of CHY 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 CHY shares are there?

As of today, null shares of CHY are outstanding.

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

CHY 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 CHY is null.

Calamos Convertible and High Income Fund (CHY) 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

5.51% Percentage of Shares held by All Insiders

63.41% Percentage of Shares held by All Institutions

67.12% Percentage of Float held by Institutions

151

Number of Institutions Holding Shares

Institutional Ownership

About 63.41% of CHY shares are held by financial institutions. CETERA INVESTMENT ADVISERS is the top corporate investor, holding 149.38K shares valued at $1.63M. A 0.19% stake in Calamos Convertible and High Income Fund is owned by the company. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. owns 155.61K shares valued at $1.70M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.19%	149.38K	1.63M	18.04K	+13.73%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	155.61K	1.7M	18.65K	+13.62%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	163.14K	1.78M	1.64K	+1.01%
Mar 31, 2026	UBS GROUP AG	0.23%	183.82K	2M	42.22K	+29.82%
Mar 31, 2026	MORSE ASSET MANAGEMENT, INC	0.27%	211.38K	2.3M	1.87K	+0.89%
Mar 31, 2026	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.28%	221.02K	2.41M	-7.65K	-3.34%
Mar 31, 2026	CORNERSTONE ADVISORY, LLC	0.35%	278.5K	3.03M	-85.96K	-23.58%
Mar 31, 2026	GREATMARK INVESTMENT PARTNERS, INC.	0.37%	296.2K	3.23M	13.3K	+4.70%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.42%	337.02K	3.67M	30.31K	+9.88%
Mar 31, 2026	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.69%	546.23K	5.95M	-33.87K	-5.84%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.64%	1.3M	14.17M	20.12K	+1.57%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.06%	49K	533.6K	-35.62K	-42.09%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.05%	39.34K	428.41K	39.34K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.05%	37.47K	408.05K	13.75K	+57.98%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.05%	36.48K	397.31K	0	0
Mar 31, 2026	CHANCELLOR FINANCIAL GROUP WB LP	0.05%	36.48K	397.22K	871	+2.45%
Mar 31, 2026	LPL FINANCIAL LLC	1.82%	1.44M	15.72M	-35.01K	-2.37%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.07%	54.5K	593.46K	-6.35K	-10.44%
Mar 31, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	56.63K	616.68K	1.2K	+2.17%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.08%	59.75K	650.73K	-3.66K	-5.77%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.04%	31.96K	348.1K	269	+0.85%
Mar 31, 2026	MKT ADVISORS LLC	0.04%	31.04K	353.88K	-5.42K	-14.87%
Mar 31, 2026	GRAVES LIGHT LENHART WEALTH, INC.	0.03%	23.83K	259.49K	0	0
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.03%	23.79K	292.91K	428	+1.83%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.08%	61.24K	666.85K	24.28K	+65.68%
Mar 31, 2026	CADENT CAPITAL ADVISORS, LLC	0.08%	62K	675.18K	7K	+12.73%
Mar 31, 2026	BURNS J W & CO INC/NY	0.08%	66.33K	722.28K	-15.98K	-19.41%
Mar 31, 2026	DAVENPORT & CO LLC	0.03%	23.74K	258.53K	-3.47K	-12.76%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.03%	23.55K	256K	23.55K	+100.00%
Mar 31, 2026		0.03%	22.23K	242K	0	0
Mar 31, 2026	LEGACY WEALTH MANAGEMENT, LLC / MS	0.06%	51.09K	556.4K	177	+0.35%
Mar 31, 2026	SOL CAPITAL MANAGEMENT CO	0.03%	21.21K	215.69K	21.21K	+100.00%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	21.05K	229.26K	-1.12K	-5.03%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.09%	72.29K	787.18K	5.6K	+8.39%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	74.13K	807.32K	-1.42K	-1.88%
Mar 31, 2026	OPPENHEIMER & CO INC	0.03%	26.25K	285.87K	11.01K	+72.28%
Mar 31, 2026	SHEETS SMITH WEALTH MANAGEMENT	0.03%	26.68K	290.55K	0	0
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.03%	26.8K	291.82K	-1K	-3.60%
Mar 31, 2026	HRT FINANCIAL LP	0.04%	29.43K	320K	29.43K	+100.00%
Mar 31, 2026	AUTUMN GLORY PARTNERS, LLC	0.04%	30K	326.7K	0	0
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.1%	82.62K	899.69K	82.62K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	88.48K	963.56K	55.59K	+169.01%
Mar 31, 2026	MARINER, LLC	0.13%	101.65K	1.11M	-28.72K	-22.03%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	111.14K	1.21M	-4.34K	-3.76%
Mar 31, 2026	LIFEWEALTH INVESTMENTS, LLC	0.04%	34.99K	381.07K	3.25K	+10.24%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	32.2K	350.63K	14.5K	+81.93%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.15%	116.47K	1.27M	24.12K	+26.12%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.15%	117.18K	1.28M	-2.97K	-2.47%
Dec 31, 2025	AUTUMN GLORY PARTNERS, LLC	0.04%	30K	339.3K	30K	+100.00%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.05%	41K	463.76K	4.29K	+11.68%
Dec 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.06%	48.77K	551.63K	48.77K	+100.00%
Dec 31, 2025	LEGACY WEALTH MANAGEMENT, LLC / MS	0.06%	50.92K	575.86K	182	+0.36%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.07%	51.65K	588.79K	-2.18K	-4.04%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	56.02K	633.53K	38.12K	+212.93%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.08%	63.42K	717.24K	-250	-0.39%
Dec 31, 2025	NAVIS WEALTH ADVISORS, LLC	0.09%	69.33K	784.09K	69.33K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	82.15K	929.13K	-1.13K	-1.36%
Dec 31, 2025	BURNS J W & CO INC/NY	0.1%	82.3K	930.81K	-102.52K	-55.47%
Dec 31, 2025		0.11%	86.92K	983.1K	-19.43K	-18.27%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	92.35K	1.04M	1.59K	+1.76%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	120.15K	1.36M	-11.36K	-8.64%
Dec 31, 2025	MARINER, LLC	0.16%	130.37K	1.47M	-33.89K	-20.63%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.17%	131.23K	1.5M	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	131.34K	1.49M	6.61K	+5.30%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	136.96K	1.55M	8.11K	+6.29%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	161.5K	1.83M	29.72K	+22.55%
Dec 31, 2025	MORSE ASSET MANAGEMENT, INC	0.26%	209.51K	2.37M	2.34K	+1.13%
Dec 31, 2025	UBS GROUP AG	0.18%	141.6K	1.6M	-19.88K	-12.31%
Dec 31, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.29%	228.66K	2.59M	-6.38K	-2.71%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	22.17K	250.72K	-113	-0.51%
Dec 31, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.03%	23.83K	269.5K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.32%	250.96K	2.84M	4.86K	+1.98%
Dec 31, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.36%	282.9K	3.2M	20.28K	+7.72%
Dec 31, 2025	CORNERSTONE ADVISORY, LLC	0.46%	364.45K	4.12M	-33.85K	-8.50%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	32.89K	372K	10.03K	+43.84%
Dec 31, 2025	MKT ADVISORS LLC	0.05%	36.47K	417.16K	-3.73K	-9.28%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.05%	36.48K	412.63K	-15.77K	-30.18%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.05%	36.96K	418K	9.5K	+34.60%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.3%	239.12K	2.7M	-9.24K	-3.72%
Dec 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.03%	26.68K	301.76K	600	+2.30%
Dec 31, 2025	DAVENPORT & CO LLC	0.03%	27.21K	307.78K	-2.97K	-9.85%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	282.62K	3.2M	12.89K	+4.78%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	306.71K	3.47M	6.71K	+2.24%
Dec 31, 2025	COHEN & STEERS, INC.	0.48%	379.98K	4.3M	38K	+11.11%
Dec 31, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.73%	580.1K	6.56M	-56.45K	-8.87%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.89%	705.21K	7.98M	65.28K	+10.20%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.55%	1.24M	13.97M	6.4K	+0.52%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.61%	1.28M	14.49M	44.37K	+3.59%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.05%	39.15K	441.61K	-400	-1.01%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.08%	66.69K	754.23K	37.55K	+128.89%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	75.56K	854.53K	-25.84K	-25.48%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.16%	128.51K	1.45M	-38.78K	-23.18%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.91%	719.27K	8.13M	77.79K	+12.13%
Dec 31, 2025	CHANCELLOR FINANCIAL GROUP WB LP	0.04%	35.61K	402.69K	881	+2.54%
Dec 31, 2025	GREENBERG FINANCIAL GROUP	0.25%	201.22K	2.28M	201.22K	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.19%	943.36K	10.67M	15.89K	+1.71%
Dec 31, 2025	LPL FINANCIAL LLC	1.86%	1.48M	16.73M	102.66K	+7.46%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.02%	19.18K	216.96K	-685	-3.45%
Dec 31, 2025	PATTEN & PATTEN INC/TN	0.02%	19.2K	217.11K	503	+2.69%
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.03%	20.17K	228.17K	834	+4.31%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.03%	20.32K	229.8K	370	+1.85%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.03%	23.37K	275.02K	441	+1.92%
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	23.72K	268.25K	-14.99K	-38.73%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	27.8K	314.38K	-392	-1.39%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.04%	31.7K	358.47K	10.64K	+50.53%
Dec 31, 2025	LIFEWEALTH INVESTMENTS, LLC	0.04%	31.74K	359.01K	0	0
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.04%	35.63K	403K	-916	-2.51%
Dec 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.07%	55K	622.05K	0	0
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	55.43K	626.85K	3.56K	+6.85%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	60.85K	688.18K	-2.72K	-4.28%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.11%	84.62K	957.02K	-10.47K	-11.01%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.15%	115.49K	1.31M	3.39K	+3.02%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.12%	95.09K	1.07M	-8.82K	-8.48%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	101.39K	1.14M	1.85K	+1.86%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	112.1K	1.26M	-9.95K	-8.15%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	124.74K	1.4M	60.13K	+93.06%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	128.85K	1.45M	8.99K	+7.50%
Sep 30, 2025	LEGACY WEALTH MANAGEMENT, LLC / MS	0.06%	50.73K	569.24K	28.19K	+125.08%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	51.87K	581.98K	639	+1.25%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.07%	52.26K	586.34K	2.49K	+5.00%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.07%	52.67K	591K	-186.14K	-77.94%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.07%	53.82K	603.86K	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.31%	248.35K	2.79M	21.67K	+9.56%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	18.11K	203.24K	13.84K	+323.82%
Sep 30, 2025	PATTEN & PATTEN INC/TN	0.02%	18.69K	209.74K	494	+2.71%
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.02%	19.34K	217K	-11.25K	-36.77%
Sep 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.02%	19.44K	218.1K	2.73K	+16.37%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.03%	19.87K	222.92K	-1.01K	-4.83%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.03%	25.88K	290.32K	53	+0.21%
Sep 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.03%	26.08K	292.63K	-800	-2.98%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	22.28K	249.99K	-8K	-26.41%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.03%	22.93K	267.53K	48	+0.21%
Sep 30, 2025	LPL FINANCIAL LLC	1.74%	1.38M	15.44M	93.81K	+7.32%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.05%	36.55K	410.07K	-2.99K	-7.55%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.05%	36.72K	411.96K	-8.16K	-18.18%
Sep 30, 2025	JANE STREET GROUP, LLC	0.05%	38.71K	434.33K	14.6K	+60.57%
Sep 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.03%	23.83K	267.35K	0	0
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.17%	131.23K	1.47M	0	0
Sep 30, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.3%	235.04K	2.64M	-800	-0.34%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	269.73K	2.98M	-30.75K	-10.23%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.03%	21.06K	236.24K	8.21K	+63.85%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	63.57K	713.22K	-3K	-4.50%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.3%	238.66K	2.68M	104.86K	+78.37%
Sep 30, 2025	ROYAL BANK OF CANADA	0.31%	246.09K	2.76M	-3.44K	-1.38%
Sep 30, 2025		0.13%	106.35K	1.19M	106.35K	+100.00%
Sep 30, 2025	MKT ADVISORS LLC	0.05%	40.2K	450.6K	-1.5K	-3.60%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	46.26K	508.4K	0	0
Sep 30, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.33%	262.62K	2.95M	4.42K	+1.71%
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.5%	398.3K	4.47M	-25.63K	-6.05%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.55%	1.23M	13.79M	-260.47K	-17.49%
Sep 30, 2025	MIRADOR CAPITAL PARTNERS LP	0.04%	32.78K	367.81K	-29.15K	-47.07%
Sep 30, 2025	CHANCELLOR FINANCIAL GROUP WB LP	0.04%	34.72K	389.6K	10.69K	+44.49%
Sep 30, 2025	DAVENPORT & CO LLC	0.04%	30.19K	338.69K	-723	-2.34%
Sep 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.04%	31.74K	356.15K	1.08K	+3.51%
Sep 30, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.8%	636.55K	7.14M	-3.92K	-0.61%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.81%	639.93K	7.18M	639.93K	+100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.81%	641.49K	7.2M	-77.81K	-10.82%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	131.51K	1.48M	-2.44K	-1.82%
Sep 30, 2025	MORSE ASSET MANAGEMENT, INC	0.26%	207.16K	2.32M	13.19K	+6.80%
Sep 30, 2025	BURNS J W & CO INC/NY	0.23%	184.82K	2.07M	-7.21K	-3.75%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.21%	167.28K	1.88M	-2.71K	-1.59%
Sep 30, 2025	UBS GROUP AG	0.2%	161.48K	1.81M	415	+0.26%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.17%	135.17K	1.52M	135.17K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	131.78K	1.48M	-48.49K	-26.90%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.56%	1.24M	13.88M	84.66K	+7.35%
Sep 30, 2025	PKS ADVISORY SERVICES, LLC	0.02%	16.65K	186.83K	16.65K	+100.00%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.02%	17.1K	191.89K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.02%	17.17K	195.43K	304	+1.80%
Sep 30, 2025	OXBOW ADVISORS, LLC	0.02%	17.5K	196.35K	0	0
Sep 30, 2025	PFG INVESTMENTS, LLC	0.03%	27.46K	308.09K	0	0
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	28.19K	316.28K	-208	-0.73%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.04%	29.14K	326.89K	8.1K	+38.49%
Sep 30, 2025	MARINER, LLC	0.21%	164.26K	1.84M	-60.64K	-26.96%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.38%	300K	3.37M	8.75K	+3.00%
Sep 30, 2025	COHEN & STEERS, INC.	0.43%	341.98K	3.84M	101K	+41.91%
Sep 30, 2025	MORGAN STANLEY	1.17%	927.47K	10.41M	962	+0.10%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.05%	39.55K	442.17K	-700	-1.74%
Sep 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.07%	55K	617.1K	25K	+83.33%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.08%	63.67K	714.34K	-6.9K	-9.78%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	83.28K	934.44K	-15.99K	-16.11%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	90.76K	1.02M	24.34K	+36.65%
Jun 30, 2025	MORGAN STANLEY	1.2%	926.51K	10.18B	-62.83K	-6.35%
Jun 30, 2025	BURNS J W & CO INC/NY	0.25%	192.03K	2.11M	-77.86K	-28.85%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	180.27K	1.98M	7.92K	+4.59%
Jun 30, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.83%	640.47K	7.02M	-73.37K	-10.28%
Jun 30, 2025	CORNERSTONE ADVISORY, LLC	0.55%	423.93K	4.66M	-810	-0.19%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.02%	19.17K	210.71K	553	+2.97%
Jun 30, 2025	PATTEN & PATTEN INC/TN	0.02%	18.2K	200.01K	18.2K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.02%	17.59K	193K	17.59K	+100.00%
Jun 30, 2025	OXBOW ADVISORS, LLC	0.02%	17.5K	192.33K	0	0
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.02%	17.1K	187.96K	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0.02%	16.87K	186.07K	16.87K	+100.00%
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.02%	16.71K	183.58K	39	+0.23%
Jun 30, 2025	SUMMIT FINANCIAL STRATEGIES, INC.	0.02%	16.49K	181.21K	0	0
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.02%	16.49K	181.19K	-4.03K	-19.64%
Jun 30, 2025	TFG ADVISERS LLC	0.02%	14.33K	157.53K	-254	-1.74%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.02%	12.37K	135.89K	187	+1.54%
Jun 30, 2025	ZHANG FINANCIAL LLC	0.02%	11.85K	130.18K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.01%	11.4K	125.25K	-698	-5.77%
Jun 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.01%	10.89K	119.69K	238	+2.23%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.01%	10.83K	118.96K	10.83K	+100.00%
Jun 30, 2025	STONEBROOK PRIVATE INC.	0.01%	10.04K	110.37K	10.04K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.93%	1.49M	16.37M	-852.24K	-36.40%
Jun 30, 2025	LPL FINANCIAL LLC	1.66%	1.28M	14.09M	28.98K	+2.31%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.49%	1.15M	12.67M	574.45K	+99.38%
Jun 30, 2025	UBS GROUP AG	0.21%	161.07K	1.77M	9.77K	+6.46%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	51.23K	563.03K	-4.59K	-8.23%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.03%	21.04K	231.21K	0	0
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.03%	20.88K	229.43K	-2.02K	-8.81%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	19.58K	215K	-241	-1.22%
Jun 30, 2025	MARINER, LLC	0.29%	224.9K	2.47M	-29.75K	-11.68%
Jun 30, 2025	ROYAL BANK OF CANADA	0.32%	249.53K	2.74M	30.35K	+13.85%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	122.04K	1.34M	-328	-0.27%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	99.54K	1.09M	20.91K	+26.59%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.13%	99.27K	1.09M	-22.2K	-18.27%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	71.91K	790.32K	47.19K	+190.86%
Jun 30, 2025	STONEX GROUP INC.	0.09%	68.82K	756.28K	68.82K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	66.56K	731.54K	13.84K	+26.26%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	64.61K	710.06K	330	+0.51%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.06%	44.88K	493.18K	-1.89K	-4.04%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.05%	40.25K	441.54K	100	+0.25%
Jun 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.04%	30.59K	336.18K	1.52K	+5.23%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.04%	27.46K	301.77K	0	0
Jun 30, 2025	L.M. KOHN & COMPANY	0.03%	22.02K	241.99K	-555	-2.46%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.38%	291.25K	3.2M	-527	-0.18%
Jun 30, 2025	COHEN & STEERS, INC.	0.31%	240.98K	2.65M	106.1K	+78.66%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	28.4K	312.08K	20	+0.07%
Jun 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.03%	26.88K	295.42K	105	+0.39%
Jun 30, 2025	COLONY GROUP, LLC	0.03%	26.81K	294.64K	-6.5K	-19.51%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.03%	25.82K	283.78K	25.82K	+100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.03%	25.1K	275.85K	1.96K	+8.49%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.03%	24.07K	264.48K	141	+0.59%
Jun 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.03%	23.83K	261.87K	0	0
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.07%	53.82K	591.48K	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.05%	39.53K	434.48K	-1.6K	-3.89%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.03%	22.88K	252.33K	453	+2.02%
Jun 30, 2025		0.04%	30K	329.7K	0	0
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.93%	719.29K	7.91M	18.04K	+2.57%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	300.48K	3.3M	21.8K	+7.82%
Jun 30, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.33%	258.2K	2.84M	588	+0.23%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.31%	238.82K	2.62M	-27.52K	-10.33%
Jun 30, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.31%	235.84K	2.59M	-155	-0.07%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.29%	226.68K	2.49M	84.21K	+59.11%
Jun 30, 2025	MORSE ASSET MANAGEMENT, INC	0.25%	193.97K	2.13M	12.59K	+6.94%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	39.13K	430.04K	-715	-1.79%
Jun 30, 2025	DAVENPORT & CO LLC	0.04%	30.91K	339.69K	-5.16K	-14.32%
Jun 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.04%	30.67K	337.04K	1.55K	+5.31%
Jun 30, 2025	WINEBRENNER CAPITAL MANAGEMENT LLC	0.04%	30K	329.7K	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.22%	169.99K	1.87M	12.05K	+7.63%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	133.95K	1.47M	-8.4K	-5.90%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.17%	133.8K	1.47M	-10.72K	-7.42%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.17%	131.23K	1.44M	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	119.86K	1.32M	14.29K	+13.53%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.13%	103.9K	1.14M	-5.02K	-4.61%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.09%	70.57K	775.54K	6.14K	+9.52%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	66.42K	729.91K	352	+0.53%
Jun 30, 2025	MIRADOR CAPITAL PARTNERS LP	0.08%	61.93K	680.6K	-2.36K	-3.68%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	30.28K	332.76K	4.8K	+18.82%
Jun 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.04%	30K	329.7K	15K	+100.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.06%	49.77K	546.97K	0	0
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	46.26K	508.4K	-424	-0.91%
Jun 30, 2025	MKT ADVISORS LLC	0.05%	41.7K	458.24K	-1.31K	-3.06%
Mar 31, 2025	SFI ADVISORS, LLC	0.09%	69.82K	705.15K	3.11K	+4.65%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.05%	41.13K	415.45K	41.13K	+100.00%
Mar 31, 2025	DAVENPORT & CO LLC	0.05%	36.07K	364.33K	-4.38K	-10.83%
Mar 31, 2025	MKT ADVISORS LLC	0.06%	43.01K	394.83K	-2.61K	-5.73%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.06%	46.76K	472.3K	-2.87K	-5.78%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.06%	49.77K	502.68K	0	0
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	52.72K	532.47K	-33.93K	-39.16%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.07%	53.82K	543.58K	0	0
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	55.82K	563.82K	320	+0.58%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	142.35K	1.44M	142.35K	+100.00%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.18%	142.47K	1.44M	-29.86K	-17.33%
Mar 31, 2025	COLONY GROUP, LLC	0.04%	33.31K	336.43K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	64.28K	649.23K	1.75K	+2.80%
Mar 31, 2025	MIRADOR CAPITAL PARTNERS LP	0.08%	64.29K	649.36K	-1.31K	-1.99%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.08%	64.43K	650.76K	5.54K	+9.40%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	122.37K	1.24M	-4.71K	-3.70%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.17%	131.23K	1.33M	131.23K	+100.00%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.19%	144.52K	1.46M	144.52K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.2%	151.3K	1.53M	-7.76K	-4.88%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.2%	157.94K	1.6M	-976	-0.61%
Mar 31, 2025	MORGAN STANLEY	1.28%	989.34K	9.99M	-239.86K	-19.51%
Mar 31, 2025	LPL FINANCIAL LLC	1.63%	1.25M	12.66M	50.57K	+4.20%
Mar 31, 2025	COHEN & STEERS, INC.	0.17%	134.88K	1.36M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.38%	291.78K	2.95M	-9.73K	-3.23%
Mar 31, 2025	CORNERSTONE ADVISORY, LLC	0.55%	424.74K	4.32M	424.74K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.04%	2.34M	23.65M	92.87K	+4.13%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.05%	40.15K	405.52K	-1.3K	-3.14%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	78.63K	794.19K	2.41K	+3.17%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.12%	94.35K	952.97K	94.35K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	172.36K	1.74M	70.07K	+68.51%
Mar 31, 2025	MORSE ASSET MANAGEMENT, INC	0.24%	181.38K	1.83M	33.55K	+22.70%
Mar 31, 2025	MARINER, LLC	0.33%	254.65K	2.57M	-632	-0.25%
Mar 31, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.33%	257.61K	2.6M	3.92K	+1.55%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.35%	266.34K	2.69M	266.34K	+100.00%
Mar 31, 2025	BURNS J W & CO INC/NY	0.35%	269.89K	2.73M	22.8K	+9.23%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	278.67K	2.81M	7.72K	+2.85%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	46.68K	471.51K	-35	-0.07%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.75%	578.02K	5.84M	-5.81K	-1.00%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.91%	701.25K	7.08M	-52.49K	-6.96%
Mar 31, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.93%	713.84K	7.21M	-12.27K	-1.69%
Mar 31, 2025		0.05%	35.18K	358.57K	-13.38K	-27.56%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	105.58K	1.07M	-1.23K	-1.15%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.14%	108.92K	1.1M	-1.26K	-1.15%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.16%	121.47K	1.23M	10.48K	+9.44%
Mar 31, 2025	ROYAL BANK OF CANADA	0.28%	219.18K	2.21M	-516.79K	-70.22%
Mar 31, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.31%	236K	2.38M	-325	-0.14%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	36.69K	370.61K	36.69K	+100.00%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	39.85K	402.44K	39.85K	+100.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	66.06K	667.25K	66.06K	+100.00%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.09%	66.72K	674K	-10.16K	-13.21%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.89%	683.37K	8.07M	-29.7K	-4.16%
Mar 31, 2024	MIRADOR CAPITAL PARTNERS LP	0.12%	88.05K	1.04M	-7.15K	-7.51%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.12%	90.66K	1.07M	5.32K	+6.23%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.12%	91.62K	1.08M	1.55K	+1.72%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	92.73K	1.1M	1.9K	+2.09%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.13%	96.95K	1.15M	-9.08K	-8.56%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	107.14K	1.27M	-235	-0.22%
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0.16%	118.9K	1.4M	-5.49K	-4.41%
Mar 31, 2024	GELLER ADVISORS LLC	0.16%	119.6K	1.41M	0	0
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	126.73K	1.5M	18.82K	+17.44%
Mar 31, 2024	BURNS J W & CO INC/NY	0.19%	146.81K	1.73M	41.74K	+39.73%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.2%	154.51K	1.82M	-5.56K	-3.47%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	159.11K	1.88M	159.11K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.21%	162.85K	1.93M	-17.46K	-9.68%
Mar 31, 2024	UBS GROUP AG	0.21%	162.86K	1.92M	-30K	-15.55%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.23%	171.85K	2.03M	-11.49K	-6.27%
Mar 31, 2024	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.31%	233.82K	2.76M	-1.67K	-0.71%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.32%	247.66K	2.92M	-1.18K	-0.48%
Mar 31, 2024	MARINER, LLC	0.34%	258.14K	3.05M	-1.5K	-0.58%
Mar 31, 2024	GREATMARK INVESTMENT PARTNERS, INC.	0.34%	260.16K	3.07M	-20.12K	-7.18%
Mar 31, 2024	COHEN & STEERS, INC.	0.43%	329.88K	3.9M	0	0
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.48%	366.28K	4.33M	-136.21K	-27.11%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.5%	382.72K	4.52M	11.48K	+3.09%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.78%	2.12M	25.07M	79.57K	+3.89%
Mar 31, 2024	LPL FINANCIAL LLC	1.36%	1.04M	12.26M	18.9K	+1.85%
Mar 31, 2024	SHEETS SMITH WEALTH MANAGEMENT	0.03%	24.43K	288.46K	80	+0.33%
Mar 31, 2024	BISON WEALTH, LLC	0.03%	26.47K	312.64K	266	+1.02%
Mar 31, 2024	BELPOINTE ASSET MANAGEMENT LLC	0.04%	27.87K	329.12K	27.87K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	29.93K	353.44K	9.18K	+44.28%
Mar 31, 2024	TEMPUS WEALTH PLANNING, LLC	0.04%	30.57K	360.97K	0	0
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	31.33K	363.15K	-7.06K	-18.40%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.04%	34.31K	405.2K	2.35K	+7.35%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	36.76K	434.17K	-7.75K	-17.42%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.05%	40.45K	477.74K	5.55K	+15.90%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.06%	43.95K	488.1K	-600	-1.35%
Mar 31, 2024	MKT ADVISORS LLC	0.06%	47.03K	536.15K	3.51K	+8.06%
Mar 31, 2024	CADENT CAPITAL ADVISORS, LLC	0.07%	50.15K	592.27K	50.15K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.07%	51.17K	604.32K	-4.99K	-8.88%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.72%	549.04K	6.48M	43.26K	+8.55%
Mar 31, 2024	MORGAN STANLEY	2.03%	1.55M	18.32M	-83.48K	-5.11%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.07%	55.76K	658.55K	55.76K	+100.00%
Mar 31, 2024	DAVENPORT & CO LLC	0.07%	56.6K	668.45K	-11.48K	-16.86%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.08%	58.36K	689.17K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.08%	62.73K	740.83K	2.84K	+4.74%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.09%	65.82K	777.38K	15.09K	+29.74%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.1%	74.04K	874.44K	-749	-1.00%
Mar 31, 2024	AQUIRE WEALTH ADVISORS, LLC	0.1%	75.31K	889.36K	75.31K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	79.46K	938K	9.6K	+13.73%
Mar 31, 2024	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.82%	623.41K	7.36M	20.9K	+3.47%
Mar 31, 2024	ROYAL BANK OF CANADA	0.82%	629.2K	7.43M	20.56K	+3.38%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.03%	19.43K	229.49K	2.17K	+12.56%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.03%	20.22K	238.76K	20.22K	+100.00%
Mar 31, 2024	TNF LLC	0.03%	20.29K	231.11K	109	+0.54%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.03%	20.5K	242.05K	323	+1.60%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.03%	20.82K	238.21K	362	+1.77%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.03%	20.89K	246.68K	6.75K	+47.78%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.03%	21.73K	256.62K	144	+0.67%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.03%	23.4K	276.31K	662	+2.91%
Mar 31, 2024	GRAVES LIGHT LENHART WEALTH, INC.	0.03%	23.83K	281.41K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	160.07K	1.84M	-7.08K	-4.23%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.03%	21.59K	247.58K	147	+0.69%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.24%	183.34K	2.1M	-3.74K	-2.00%
Dec 31, 2023	UBS GROUP AG	0.25%	192.85K	2.21M	-5.56K	-2.80%
Dec 31, 2023	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.31%	235.48K	2.7M	-4.14K	-1.73%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.33%	248.84K	2.88M	18.29K	+7.93%
Dec 31, 2023	MARINER, LLC	0.34%	259.64K	2.98M	23.68K	+10.04%
Dec 31, 2023	GREATMARK INVESTMENT PARTNERS, INC.	0.37%	280.29K	3.21M	-6.3K	-2.20%
Dec 31, 2023	COHEN & STEERS, INC.	0.43%	329.88K	3.78M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.49%	371.24K	4.26M	-40.2K	-9.77%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.66%	502.49K	5.76M	-182.85K	-26.68%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.66%	505.78K	5.8M	4.97K	+0.99%
Dec 31, 2023	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.79%	602.5K	6.91M	-553	-0.09%
Dec 31, 2023	ROYAL BANK OF CANADA	0.8%	608.64K	6.98M	46.76K	+8.32%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.93%	713.07K	8.18M	50.95K	+7.69%
Dec 31, 2023	LPL FINANCIAL LLC	1.33%	1.02M	11.69M	-37.89K	-3.58%
Dec 31, 2023	MORGAN STANLEY	2.14%	1.63M	18.75M	-103.36K	-5.95%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.68%	2.04M	23.44M	-4.26K	-0.21%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.03%	22.74K	261.62K	641	+2.90%
Dec 31, 2023	MERIDIAN WEALTH MANAGEMENT, LLC	0.03%	22.88K	262.44K	873	+3.97%
Dec 31, 2023	OARSMAN CAPITAL, INC.	0.03%	23.19K	266.04K	-150	-0.64%
Dec 31, 2023	GRAVES LIGHT LENHART WEALTH, INC.	0.03%	23.83K	273.31K	0	0
Dec 31, 2023	SHEETS SMITH WEALTH MANAGEMENT	0.03%	24.35K	279.24K	-920	-3.64%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	25.43K	291.7K	-2.36K	-8.50%
Dec 31, 2023	BISON WEALTH, LLC	0.03%	26.21K	300.59K	-479	-1.79%
Dec 31, 2023	TEMPUS WEALTH PLANNING, LLC	0.04%	30.57K	350.58K	30.57K	+100.00%
Dec 31, 2023	CONNECTUS WEALTH, LLC	0.04%	31.96K	366.58K	1.65K	+5.44%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.05%	34.9K	400.34K	-1.75K	-4.77%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.05%	37.17K	426.29K	-1.5K	-3.88%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	38.4K	440.4K	37	+0.10%
Dec 31, 2023	MKT ADVISORS LLC	0.06%	43.53K	487.05K	-4.5K	-9.37%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	44.52K	510.6K	-4.18K	-8.57%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.06%	44.55K	503.42K	-400	-0.89%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.07%	50.74K	581.94K	28.78K	+131.05%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.07%	56.16K	644.14K	0	0
Dec 31, 2023	RMB CAPITAL MANAGEMENT, LLC	0.08%	58.36K	669.33K	-8.91K	-13.25%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.08%	59.89K	686.95K	-65	-0.11%
Dec 31, 2023	DAVENPORT & CO LLC	0.09%	68.08K	780.86K	-6.2K	-8.35%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	69.86K	801K	-1.13K	-1.59%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.1%	74.79K	857.86K	106	+0.14%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.11%	85.34K	989.99K	4.01K	+4.93%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.12%	90.07K	1.03M	6.7K	+8.03%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.24%	180.31K	2.07M	-42.64K	-19.12%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	90.83K	1.04M	-465	-0.51%
Dec 31, 2023	MIRADOR CAPITAL PARTNERS LP	0.12%	95.19K	1.09M	-10.18K	-9.66%
Dec 31, 2023	BURNS J W & CO INC/NY	0.14%	105.07K	1.21M	3.35K	+3.30%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.14%	106.03K	1.22M	7.66K	+7.79%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	107.38K	1.23M	1.18K	+1.11%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	107.91K	1.24M	16.48K	+18.02%
Dec 31, 2023	GELLER ADVISORS LLC	0.16%	119.6K	1.38M	0	0
Dec 31, 2023	ICA GROUP WEALTH MANAGEMENT, LLC	0.16%	124.38K	1.43M	11.76K	+10.44%

Insiders

Among the CHY insiders holding of 5.51% of the stake in company, METLIFE INVESTMENT MANAGEMENT, LLC, 10 percent owner, holds the largest shares of 68K. TIMBERS STEPHEN B, director, is the second largest CHY insider with ownership of 16K shares. MARSH WESTON W, director, stands third with possession of 3.5K shares of that stake.

Insiders	Designation	Shares Held
METLIFE INVESTMENT MANAGEMENT, LLC	10 percent owner	68K
TIMBERS STEPHEN B	director	16K
MARSH WESTON W	director	3.5K
MICKEY MARK	Chief Compliance Officer	2K
RYBAK WILLIAM R	director	1.21K
HAMACHER THERESA	director	1K
WENNLUND LLOYD	director	1
TRIPPLE DAVID D	director	0
CALAMOS JOHN P SR	President and Global CIO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 09, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	25.00	68K	1.7M	68K
Feb 14, 2024	MICKEY MARK	SALE	11.89	500	5.94K	2K
May 31, 2023	MICKEY MARK	PURCHASE	10.04	500	5.02K	2.5K
May 24, 2022	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	25.00	740K	18.5M	740K
Dec 18, 2020	MICKEY MARK	SALE	14.30	2K	28.61K	2K
Feb 07, 2020	WENNLUND LLOYD	PURCHASE	11.94	1	11.94	1
Dec 19, 2019	TRIPPLE DAVID D	SALE	11.49	300	3.45K	0
Jan 24, 2017	CALAMOS JOHN P SR	SALE	10.91	23.73K	258.94K	0
Jan 23, 2017	CALAMOS JOHN P SR	SALE	10.89	20.64K	224.75K	23.73K
Nov 21, 2016	TIMBERS STEPHEN B	PURCHASE	10.47	9K	94.19K	16K
Mar 01, 2016	HAMACHER THERESA	PURCHASE	9.59	1K	9.59K	1K
Jul 10, 2014	TRIPPLE DAVID D	PURCHASE	14.63	200	2.93K	300
Jul 09, 2009	TRIPPLE DAVID D	SALE	9.46	2K	18.92K	1K
Nov 10, 2008	MICKEY MARK	PURCHASE	8.62	2K	17.24K	4K
Dec 24, 2007	TIMBERS STEPHEN B	PURCHASE	13.16	500	6.58K	500
Jul 24, 2007	MICKEY MARK	PURCHASE	14.70	700	10.29K	700
May 05, 2006	CALAMOS JOHN P SR	PURCHASE	16.05	8.9K	142.85K	53.32K
May 04, 2006	CALAMOS JOHN P SR	PURCHASE	15.95	1.1K	17.55K	24.12K
May 03, 2006	CALAMOS JOHN P SR	PURCHASE	16.04	21.4K	343.22K	23.02K
May 02, 2006	CALAMOS JOHN P SR	PURCHASE	15.97	1.62K	25.84K	1.62K
Jan 18, 2006	TRIPPLE DAVID D	PURCHASE	16.16	3K	48.48K	3K
Dec 16, 2005	TIMBERS STEPHEN B	PURCHASE	15.71	200	3.14K	3.7K
Dec 08, 2005	TIMBERS STEPHEN B	PURCHASE	15.72	3.5K	55.02K	3.5K
Jul 25, 2005	MICKEY MARK	SALE	16.55	700	11.59K	0
Dec 23, 2004	MARSH WESTON W	PURCHASE	17.05	3.5K	59.68K	3.5K
Dec 15, 2004	RYBAK WILLIAM R	PURCHASE	16.49	608	10.03K	1.21K
May 10, 2004	CALAMOS JOHN P SR	PURCHASE	14.00	5K	70K	5K
Dec 24, 2003	RYBAK WILLIAM R	PURCHASE	16.75	597	10K	0
Dec 19, 2003	RYBAK WILLIAM R	PURCHASE	16.75	597	10K	0

Frequently Asked Questions