How many institutions own CSQ 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 CSQ shares is 224, representing 54.78% of the company's common stock.

Who are the major shareholders selling Calamos Strategic Total Return Fund stock?

WILEY BROS.-AINTREE CAPITAL, LLC, in the last quarter, reduced its stake in CSQ by -4.29% restricting it's holding to 555.19 thousand shares of worth nearly $9.51M. INVESCO LTD. also lessened -9.3% of the CSQ shares from its portfolio, reducing its holding to 76.64 thousand shares of worth $1.31M. STRATOS WEALTH PARTNERS, LTD. also shunned CSQ shares holding by -1.48% last quarter which brought its holding to 525.79 thousand shares worth $9.00M.

Investors who are buying CSQ stock?

As per its latest 13F filing, CAPTRUST FINANCIAL ADVISORS increased its stake in CSQ by 43.2% in the last quarter. The institutional holder raised its holding to 137.57 thousand shares having worth more than $2.36M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also added 5.96% more shares of CSQ to its portfolio, raising its holding to 710.18 thousand shares of worth $12.16M. SHAKER FINANCIAL SERVICES, LLC also increased its CSQ shares holding by 87.98% which brought its holding to 612.58 thousand shares worth $10.49M.

CSQ's major insiders: who are they?

The insider with the most stakes in CSQ is MetLife Investment Management, LLC , at the company. Additionally, CSQ stock is highly held by director CALAMOS NICK P and VP and CFO Herman Thomas E among others.

Did an insider recently sell CSQ stock?

Company executives, directors, and other insiders own 0.16% percent of Calamos Strategic Total Return Fund's stock. Within the last six months, there have been 0 transaction(s) in which CSQ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include KOUDOUNIS JOHN S., TRIPPLE DAVID D, and CALAMOS JOHN P SR.

Which insider recently purchased CSQ stock?

There have been 0 transaction(s) during the past 6-months in which Calamos Strategic Total Return Fund insiders have bought stock, totalling 0 shares

How much of CSQ does insiders own?

Around 0 Calamos Strategic Total Return Fund shares are held by insiders, which represents about 0.16% of CSQ stock.

Who is the insider with the largest stake?

CSQ , MetLife Investment Management, LLC holds the largest portfolio of the company's shares. CSQ shares owned by MetLife total nearly 320 thousand.

Which institution holds the most shares in CSQ?

WILEY BROS.-AINTREE CAPITAL, LLC is the largest institutional owner in CSQ which holds 555.19 thousand shares worth $9.51M or 0.35% of the total CSQ shares outstanding followed by CAPTRUST FINANCIAL ADVISORS with ownership of 137.57 thousand shares representing 0.09% of the CSQ ownership. ROCKEFELLER CAPITAL MANAGEMENT L.P. is the third largest stakeholder with 710.18 thousand shares or 0.44% of the ownership worth more than $12.16M.

Is Calamos Strategic Total Return 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 CSQ is concerned, it is a stock which is not optionable.

Is there a short position on CSQ's shares?

Number of CSQ 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 CSQ shares are there?

As of today, null shares of CSQ are outstanding.

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

CSQ 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 CSQ is null.

Calamos Strategic Total Return Fund (CSQ) 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

0.16% Percentage of Shares held by All Insiders

54.78% Percentage of Shares held by All Institutions

54.86% Percentage of Float held by Institutions

224

Number of Institutions Holding Shares

Institutional Ownership

About 54.78% of CSQ shares are held by financial institutions. WILEY BROS.-AINTREE CAPITAL, LLC is the top corporate investor, holding 555.19K shares valued at $9.51M. A 0.35% stake in Calamos Strategic Total Return Fund is owned by the company. CAPTRUST FINANCIAL ADVISORS owns 137.57K shares valued at $2.36M, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.35%	555.19K	9.51M	-24.9K	-4.29%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	137.57K	2.36M	41.5K	+43.20%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.44%	710.18K	12.16M	39.95K	+5.96%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.38%	612.58K	10.49M	286.71K	+87.98%
Mar 31, 2026	MORGAN STANLEY	2.72%	4.37M	74.75M	154.93K	+3.68%
Mar 31, 2026	INVESCO LTD.	0.05%	76.64K	1.31M	-7.86K	-9.30%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.33%	2.13M	36.4M	33.31K	+1.59%
Mar 31, 2026	ROYAL BANK OF CANADA	1.32%	2.12M	36.26M	91.55K	+4.52%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	1.21%	1.94M	33.29M	598.82K	+44.50%
Mar 31, 2026	LPL FINANCIAL LLC	0.76%	1.22M	20.96M	18.3K	+1.52%
Mar 31, 2026	BENSLER, LLC	0.7%	1.11M	19.08M	27.6K	+2.54%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.33%	525.79K	9M	-7.87K	-1.48%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.27%	432.64K	7.41M	281.43K	+186.12%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.24%	388.54K	6.65M	-4.51K	-1.15%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.21%	330.36K	5.66M	29.96K	+9.97%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.11%	172.46K	2.95M	172.46K	+100.00%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	171.96K	2.94M	25.57K	+17.47%
Mar 31, 2026	DAVENPORT & CO LLC	0.1%	167.22K	2.86M	-36.15K	-17.78%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.1%	166.6K	2.85M	482	+0.29%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.09%	147.04K	2.52M	55.42K	+60.49%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.03%	4.86M	83.16M	84.35K	+1.77%
Mar 31, 2026	FIFTH THIRD BANCORP	0.04%	66.28K	1.13M	66.28K	+100.00%
Mar 31, 2026	OPPENHEIMER & CO INC	0.05%	73.06K	1.25M	3.88K	+5.61%
Mar 31, 2026	LAKE STREET FINANCIAL LLC	0.05%	74.25K	1.27M	8.3K	+12.59%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.05%	85.16K	1.46M	85.16K	+100.00%
Mar 31, 2026	MERIDIAN WEALTH ADVISORS, LLC	0.05%	85.72K	1.47M	-12K	-12.28%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.05%	87.66K	1.5M	17.68K	+25.26%
Mar 31, 2026	AVIANCE CAPITAL PARTNERS, LLC	0.06%	98.85K	1.69M	211	+0.21%
Mar 31, 2026	MARINER, LLC	0.07%	107.05K	1.83M	9.78K	+10.06%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.07%	118.73K	2.19M	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	123.45K	2.11M	-10.33K	-7.72%
Mar 31, 2026	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.04%	60.95K	1.04M	5.58K	+10.08%
Mar 31, 2026	CENTRAL TRUST CO	0.04%	60.11K	1.03M	93	+0.16%
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.03%	54.31K	929.82K	-6.09K	-10.09%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.03%	53.6K	917.67K	10.73K	+25.01%
Mar 31, 2026	M&T BANK CORP	0.03%	45.7K	782.3K	0	0
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.09%	136.25K	2.33M	834	+0.62%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.08%	135.34K	2.32M	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	166.1K	2.84M	14.27K	+9.40%
Mar 31, 2026		0.1%	161.28K	2.76M	4.39K	+2.79%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	159.34K	2.73M	-5.67K	-3.44%
Mar 31, 2026	LOGAN STONE CAPITAL, LLC	0.08%	130.38K	2.23M	110.78K	+564.95%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.13%	210.8K	3.61M	51.82K	+32.60%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	221.04K	3.78M	9.11K	+4.30%
Mar 31, 2026	SMITH ASSET MANAGEMENT CO., LLC	0.14%	229.86K	3.94M	5.91K	+2.64%
Mar 31, 2026	READYSTATE ASSET MANAGEMENT LP	0.15%	236.61K	4.05M	-257.63K	-52.13%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.18%	281.07K	4.81M	-118.9K	-29.73%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.18%	286.76K	4.91M	-12.4K	-4.15%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.4%	649.08K	11.11M	-26.94K	-3.99%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.91%	3.06M	52.43M	5.51K	+0.18%
Mar 31, 2026	DAVID J YVARS GROUP	0.03%	43.39K	729.85K	11.52K	+36.14%
Mar 31, 2026	UBS GROUP AG	2.44%	3.91M	66.91M	-22.8K	-0.58%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.05%	81.94K	1.4M	549	+0.67%
Mar 31, 2026	CALAMOS WEALTH MANAGEMENT LLC	0.05%	85.16K	1.46M	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	63.29K	1.08M	8.11K	+14.70%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.19%	308.37K	5.28M	22.47K	+7.86%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.2%	324.55K	5.56M	-46.04K	-12.42%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.49%	782.63K	13.4M	27.84K	+3.69%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	42.1K	720.76K	1.59K	+3.92%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.02%	39.69K	679.53K	-1.27K	-3.10%
Mar 31, 2026	JANE STREET GROUP, LLC	0.02%	35.18K	602.3K	35.18K	+100.00%
Mar 31, 2026	POINTE CAPITAL MANAGEMENT LLC	0.08%	124.1K	2.12M	11.26K	+9.98%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.07%	120.09K	2.06M	2.84K	+2.42%
Mar 31, 2026	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.5%	794.7K	13.61M	-2.88K	-0.36%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.42%	676.02K	12.98M	155.31K	+29.83%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.03%	53.67K	1.03M	53.67K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	55.18K	1.06M	23.02K	+71.59%
Dec 31, 2025	MARINER, LLC	0.06%	97.27K	1.87M	-6.5K	-6.26%
Dec 31, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.03%	55.37K	1.06M	3.04K	+5.80%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	55.91K	1.07M	1.32K	+2.43%
Dec 31, 2025	CENTRAL TRUST CO	0.04%	60.02K	1.15M	-24.5K	-28.99%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.04%	60.41K	1.16M	-2.94K	-4.64%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	62.72K	1.2M	2.54K	+4.22%
Dec 31, 2025	LAKE STREET FINANCIAL LLC	0.04%	65.95K	1.27M	500	+0.76%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	81.39K	1.56M	4.66K	+6.07%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.06%	96.07K	1.84M	5.66K	+6.27%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	117.25K	2.25M	-2.41K	-2.02%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.07%	118.73K	2.28M	0	0
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.07%	119.09K	2.29M	-931	-0.78%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.14%	223.95K	4.3M	-4.03K	-1.77%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.2%	325.87K	6.3M	-171.14K	-34.43%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.25%	393.04K	7.55M	11.8K	+3.10%
Dec 31, 2025	ROYAL BANK OF CANADA	1.26%	2.03M	38.91M	2.82K	+0.14%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.33%	533.66K	10.25M	8.42K	+1.60%
Dec 31, 2025	INVESCO LTD.	0.05%	84.5K	1.62M	-13.32K	-13.62%
Dec 31, 2025	MERIDIAN WEALTH ADVISORS, LLC	0.06%	97.72K	1.88M	0	0
Dec 31, 2025	POINTE CAPITAL MANAGEMENT LLC	0.07%	112.84K	2.17M	-18.38K	-14.01%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	133.79K	2.57M	-1K	-0.74%
Dec 31, 2025		0.1%	156.89K	3.01M	127	+0.08%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.09%	151.21K	2.9M	151.21K	+100.00%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.1%	158.97K	3.05M	66.85K	+72.57%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	165.01K	3.17M	-23.93K	-12.67%
Dec 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.05%	85.16K	1.64M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.19%	299.16K	5.74M	20.25K	+7.26%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	300.4K	5.77M	14.45K	+5.05%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.23%	370.58K	7.12M	-5.38K	-1.43%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.31%	494.24K	9.49M	412.42K	+504.02%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.36%	580.09K	11.13M	148.8K	+34.50%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.42%	670.23K	12.87M	46.32K	+7.42%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.47%	754.79K	14.49M	-6.59K	-0.87%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	0.84%	1.35M	25.84M	1.19M	+781.49%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.03%	42.88K	823.24K	42.88K	+100.00%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.03%	43.15K	828.38K	693	+1.63%
Dec 31, 2025	M&T BANK CORP	0.03%	45.7K	877.34K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.3%	2.09M	40.18M	101.86K	+5.12%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.98%	4.77M	91.65M	-10.77K	-0.23%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.91%	3.06M	58.7M	-131.61K	-4.13%
Dec 31, 2025	DAVID J YVARS GROUP	0.02%	31.87K	616.15K	3.33K	+11.67%
Dec 31, 2025	QTR FAMILY WEALTH, LLC	0.02%	32.35K	624.26K	44	+0.14%
Dec 31, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.02%	32.41K	622.24K	-503	-1.53%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	33.24K	638.18K	650	+1.99%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.02%	34.42K	588.8K	34.42K	+100.00%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.02%	38.81K	745.16K	26.35K	+211.40%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	40.51K	777.81K	40.51K	+100.00%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.03%	40.96K	786.45K	1.15K	+2.89%
Dec 31, 2025	COMERICA BANK	0.04%	66.34K	1.27M	744	+1.13%
Dec 31, 2025	OPPENHEIMER & CO INC	0.04%	69.18K	1.33M	2.12K	+3.15%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.06%	98.63K	1.89M	2.41K	+2.51%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.08%	135.34K	2.6M	600	+0.45%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.08%	135.42K	2.6M	-2.77K	-2.01%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	146.39K	2.81M	8.59K	+6.23%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	151.83K	2.92M	1.86K	+1.24%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.1%	166.12K	3.19M	-8.4K	-4.81%
Dec 31, 2025	DAVENPORT & CO LLC	0.13%	203.38K	3.9M	-699	-0.34%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	211.93K	4.07M	1.81K	+0.86%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.18%	285.9K	5.49M	4.51K	+1.60%
Dec 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.5%	797.58K	15.31M	5.1K	+0.64%
Dec 31, 2025	BENSLER, LLC	0.68%	1.09M	20.87M	79.52K	+7.89%
Dec 31, 2025	LPL FINANCIAL LLC	0.75%	1.21M	23.15M	89.06K	+7.97%
Dec 31, 2025	CORNERSTONE ADVISORS, LLC	1.07%	1.71M	32.89M	-498.14K	-22.53%
Dec 31, 2025	UBS GROUP AG	2.45%	3.93M	75.48M	-14.99K	-0.38%
Dec 31, 2025	MORGAN STANLEY	2.63%	4.21M	80.86M	-89.15K	-2.07%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.25%	399.97K	7.68M	-7.72K	-1.89%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	91.62K	1.76M	11K	+13.64%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	69.98K	1.34M	4.07K	+6.18%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.04%	63.34K	1.22M	3.38K	+5.63%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	65.91K	1.27M	8.68K	+15.18%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.07%	118.73K	2.29M	7.43K	+6.67%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.18%	281.39K	5.43M	15.46K	+5.81%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.32%	520.71K	10.04M	-9.44K	-1.78%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.24%	381.24K	7.35M	-1.57K	-0.41%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	119.67K	2.31M	860	+0.72%
Sep 30, 2025		0.1%	156.77K	3.02M	156.77K	+100.00%
Sep 30, 2025	COMERICA BANK	0.04%	65.59K	1.27M	11.66K	+21.63%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	76.74K	1.48M	4.34K	+6.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	80.62K	1.56M	-3.46K	-4.11%
Sep 30, 2025	UBS GROUP AG	2.46%	3.95M	76.12M	-7.75K	-0.20%
Sep 30, 2025	MORGAN STANLEY	2.68%	4.3M	82.96M	94.5K	+2.25%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.09%	138.19K	2.67M	-1.1K	-0.79%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.23%	375.96K	7.25M	-58.52K	-13.47%
Sep 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.05%	85.16K	1.64M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	149.97K	2.89M	-3.59K	-2.34%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.11%	174.51K	3.37M	-1.26K	-0.71%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.06%	90.41K	1.74M	9.18K	+11.31%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	120.02K	2.32M	-4.99K	-3.99%
Sep 30, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.08%	124.46K	2.4M	4.73K	+3.95%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	210.12K	4.05M	20.91K	+11.05%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.14%	227.98K	4.4M	-1.09K	-0.48%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.99%	3.19M	61.51M	-100.68K	-3.06%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.08%	134.74K	2.6M	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	134.79K	2.6M	-10.28K	-7.09%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.17%	278.91K	5.38M	11.29K	+4.22%
Sep 30, 2025	OPPENHEIMER & CO INC	0.04%	67.06K	1.29M	2.3K	+3.55%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	81.83K	1.58M	-27.64K	-25.25%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.06%	92.12K	1.78M	92.12K	+100.00%
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.06%	96.22K	1.86M	-1.04K	-1.07%
Sep 30, 2025	MERIDIAN WEALTH ADVISORS, LLC	0.06%	97.72K	1.89M	0	0
Sep 30, 2025	INVESCO LTD.	0.06%	97.82K	1.89M	-9.72K	-9.04%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	137.8K	2.66M	137.8K	+100.00%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	0.1%	152.67K	2.95M	97.34K	+175.92%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	188.95K	3.65M	-3.49K	-1.81%
Sep 30, 2025	DAVENPORT & CO LLC	0.13%	204.08K	3.94M	-2.65K	-1.28%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.24%	392.79K	7.58M	20.21K	+5.42%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.25%	407.7K	7.86M	-2.21K	-0.54%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.27%	431.3K	8.32M	415.11K	+2,564.47%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.33%	525.24K	10.13M	12.62K	+2.46%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.39%	623.91K	12.04M	19.45K	+3.22%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.47%	761.38K	14.69M	76.05K	+11.10%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.49%	792.49K	15.29M	9.67K	+1.24%
Sep 30, 2025	BENSLER, LLC	0.63%	1.01M	19.44M	13.11K	+1.32%
Sep 30, 2025	LPL FINANCIAL LLC	0.7%	1.12M	21.54M	37.88K	+3.51%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.24%	1.99M	38.41M	-4.28K	-0.21%
Sep 30, 2025	ROYAL BANK OF CANADA	1.26%	2.02M	39.04M	23.64K	+1.18%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	1.38%	2.21M	42.65M	772.88K	+53.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.98%	4.78M	92.28M	48.21K	+1.02%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	285.95K	5.4M	5.44K	+1.94%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.31%	497.01K	9.59M	102.25K	+25.90%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0.04%	65.45K	1.26M	0	0
Sep 30, 2025	MARINER, LLC	0.06%	103.76K	2M	-2.27K	-2.14%
Sep 30, 2025	POINTE CAPITAL MANAGEMENT LLC	0.08%	131.22K	2.53M	1	0.00%
Sep 30, 2025	CENTRAL TRUST CO	0.05%	84.52K	1.63M	0	0
Sep 30, 2025	FAIRMAN GROUP, LLC	0.02%	27.3K	526.68K	-5.75K	-17.39%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.02%	27.86K	537.44K	909	+3.37%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.02%	27.89K	537.96K	0	0
Sep 30, 2025	DAVID J YVARS GROUP	0.02%	28.54K	549.02K	1.42K	+5.24%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	30.17K	581.89K	0	0
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.02%	30.89K	595.77K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	32.16K	620.27K	0	0
Sep 30, 2025	QTR FAMILY WEALTH, LLC	0.02%	32.3K	623.09K	32.3K	+100.00%
Sep 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.02%	32.91K	634.85K	-8	-0.02%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.02%	39.81K	767.94K	2.17K	+5.77%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.03%	40.13K	774.19K	0	0
Sep 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.03%	52.33K	1.01M	37	+0.07%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	54.58K	1.05M	465	+0.86%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.03%	43.64K	796.05K	-160	-0.37%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.02%	34.36K	627K	99	+0.29%
Jun 30, 2025	FAIRMAN GROUP, LLC	0.02%	33.05K	602.85K	0	0
Jun 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.02%	32.92K	600.44K	-126	-0.38%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.43%	685.33K	12.5M	-979	-0.14%
Jun 30, 2025	MEZZASALMA ADVISORS, LLC	0.02%	26.7K	486.98K	301	+1.14%
Jun 30, 2025		0.02%	25.42K	463.74K	-2.49K	-8.91%
Jun 30, 2025	XML FINANCIAL, LLC	0.02%	24.08K	439.18K	-850	-3.41%
Jun 30, 2025	WEALTHTRUST AXIOM LLC	0.01%	23.81K	434.35K	-700	-2.86%
Jun 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.01%	23.46K	427.95K	100	+0.43%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	23.38K	426.46K	57	+0.24%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.01%	23.38K	426.46K	57	+0.24%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.01%	22.81K	416.02K	22.81K	+100.00%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.01%	22.62K	412.5K	-1.74K	-7.14%
Jun 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.01%	22.5K	410.4K	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.01%	22.14K	403.8K	-4.82K	-17.88%
Jun 30, 2025	ELCO MANAGEMENT CO., LLC	0.01%	22.12K	403.54K	-100	-0.45%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.01%	20.74K	378.36K	-294	-1.40%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	20.7K	377.64K	20.7K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.24%	2M	36.39M	67.58K	+3.51%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.9%	1.44M	26.23M	157.86K	+12.33%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.02%	27.89K	508.68K	10.88K	+63.99%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.02%	27.62K	503.81K	353	+1.29%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.95%	4.74M	86.38M	-49.34K	-1.03%
Jun 30, 2025	UBS GROUP AG	2.47%	3.95M	72.12M	-173.02K	-4.19%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.05%	3.29M	60M	65.8K	+2.04%
Jun 30, 2025	LPL FINANCIAL LLC	0.67%	1.08M	19.68M	19.06K	+1.80%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.27%	434.49K	7.93M	8.65K	+2.03%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.24%	382.8K	6.98M	102.75K	+36.69%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.17%	267.63K	4.87M	5.57K	+2.12%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.17%	265.93K	4.85M	8.18K	+3.17%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	84.08K	1.53M	20.27K	+31.76%
Jun 30, 2025	OPPENHEIMER & CO INC	0.04%	64.76K	1.18M	455	+0.71%
Jun 30, 2025	MORGAN STANLEY	2.62%	4.21M	76.72B	-7.11K	-0.17%
Jun 30, 2025	ROYAL BANK OF CANADA	1.25%	2M	36.48M	46.18K	+2.36%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	192.44K	3.51M	8.77K	+4.77%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.32%	512.62K	9.35M	96.38K	+23.16%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.26%	409.91K	7.48M	-3.18K	-0.77%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.25%	394.77K	7.2M	33.27K	+9.20%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.23%	372.59K	6.8M	250.26K	+204.58%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	280.51K	5.12M	-16.9K	-5.68%
Jun 30, 2025	DAVENPORT & CO LLC	0.13%	206.73K	3.77M	-8.58K	-3.99%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	145.07K	2.65M	-4.12K	-2.76%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.09%	139.29K	2.54M	-2.33K	-1.65%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.08%	134.74K	2.46M	-150	-0.11%
Jun 30, 2025	POINTE CAPITAL MANAGEMENT LLC	0.08%	131.22K	2.39M	-2	0.00%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.08%	125.01K	2.28M	-844	-0.67%
Jun 30, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.07%	119.74K	2.18M	10.22K	+9.33%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.07%	109.46K	2M	72.92K	+199.53%
Jun 30, 2025	INVESCO LTD.	0.07%	107.54K	1.96M	8.23K	+8.29%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	189.21K	3.45M	-418	-0.22%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	153.56K	2.8M	-23.25K	-13.15%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.07%	111.31K	2.03M	14.58K	+15.07%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	81.22K	1.48M	3.02K	+3.86%
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.03%	52.3K	953.89K	41	+0.08%
Jun 30, 2025	M&T BANK CORP	0.03%	45K	820.8K	0	0
Jun 30, 2025	COLONY GROUP, LLC	0.03%	44.66K	814.61K	44.66K	+100.00%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.03%	41.29K	753.08K	29.75K	+257.93%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.02%	38.8K	707.71K	0	0
Jun 30, 2025	PFG INVESTMENTS, LLC	0.02%	37.64K	686.51K	5.61K	+17.51%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.02%	35.63K	649.94K	-1.05K	-2.85%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.14%	229.07K	4.18M	-893	-0.39%
Jun 30, 2025	BENSLER, LLC	0.62%	994.48K	18.14M	1.72K	+0.17%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.49%	782.81K	14.28M	29.29K	+3.89%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	31.8K	579.98K	3.81K	+13.62%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.02%	30.89K	563.34K	0	0
Jun 30, 2025	KOVACK ADVISORS, INC.	0.02%	30.83K	562.25K	30.83K	+100.00%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	30.17K	550.21K	0	0
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.02%	29.77K	542.91K	5.76K	+24.02%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.38%	604.46K	11.03M	182.34K	+43.20%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	54.12K	987.13K	-3.17K	-5.54%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	118.81K	2.17M	-22.02K	-15.64%
Jun 30, 2025	MARINER, LLC	0.07%	106.04K	1.93M	1.91K	+1.83%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.33%	530.15K	9.67M	22.79K	+4.49%
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0.04%	65.45K	1.19M	1.35K	+2.11%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	62.02K	1.13M	-1.63K	-2.56%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.04%	59.96K	1.09M	-190	-0.32%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	57.22K	1.04M	55	+0.10%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0.03%	55.33K	1.01M	1.99K	+3.73%
Jun 30, 2025	MERIDIAN WEALTH ADVISORS, LLC	0.06%	97.72K	1.78M	0	0
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.06%	97.26K	1.77M	-2.21K	-2.22%
Jun 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.05%	85.16K	1.55M	0	0
Jun 30, 2025	CENTRAL TRUST CO	0.05%	84.52K	1.54M	-5.23K	-5.82%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	72.39K	1.32M	4.08K	+5.98%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.47%	753.52K	12.19M	16	0.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	63.81K	1.03M	19.14K	+42.84%
Mar 31, 2025	POINTE CAPITAL MANAGEMENT LLC	0.08%	131.22K	2.12M	-16.5K	-11.17%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.09%	141.62K	2.29M	-4.43K	-3.03%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	176.81K	2.86M	-77	-0.04%
Mar 31, 2025		0.14%	229.97K	3.72M	980	+0.43%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.26%	413.08K	6.68M	-10.78K	-2.54%
Mar 31, 2025	CORNERSTONE ADVISORS, LLC	0.8%	1.28M	20.71M	132.1K	+11.51%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.2%	1.93M	31.19M	-207.12K	-9.70%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	57.17K	924.99K	508	+0.90%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	68.31K	1.11M	2.69K	+4.09%
Mar 31, 2025	MERIDIAN WEALTH ADVISORS, LLC	0.06%	97.72K	1.58M	500	+0.51%
Mar 31, 2025	INVESCO LTD.	0.06%	99.31K	1.61M	22.64K	+29.53%
Mar 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.06%	99.47K	1.61M	1.54K	+1.57%
Mar 31, 2025	MARINER, LLC	0.06%	104.13K	1.68M	3.66K	+3.64%
Mar 31, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.07%	109.52K	1.77M	-1.17K	-1.06%
Mar 31, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.08%	122.33K	1.98M	122.33K	+100.00%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.08%	134.89K	2.18M	-8.99K	-6.25%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.16%	262.06K	4.26M	14.61K	+5.90%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.17%	280.06K	4.53M	-1.81K	-0.64%
Mar 31, 2025	BENSLER, LLC	0.62%	992.76K	16.06M	28.42K	+2.95%
Mar 31, 2025	LPL FINANCIAL LLC	0.66%	1.06M	17.15M	148.76K	+16.33%
Mar 31, 2025	ROYAL BANK OF CANADA	1.22%	1.95M	31.62M	174.57K	+9.81%
Mar 31, 2025	UBS GROUP AG	2.57%	4.13M	66.78M	-52.76K	-1.26%
Mar 31, 2025	MORGAN STANLEY	2.63%	4.21M	68.17M	-134.99K	-3.10%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.01%	3.22M	52.16M	75.86K	+2.41%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.06%	96.73K	1.53M	9.48K	+10.87%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.16%	257.74K	4.17M	3.42K	+1.34%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	297.4K	4.81M	-26.37K	-8.14%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	78.21K	1.27M	-287	-0.37%
Mar 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.05%	85.16K	1.38M	23.19K	+37.42%
Mar 31, 2025	CENTRAL TRUST CO	0.06%	89.74K	1.45M	-1.13K	-1.24%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.08%	125.85K	2.04M	109.28K	+659.29%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.09%	140.82K	2.28M	4.87K	+3.58%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.23%	361.49K	5.85M	872	+0.24%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	57.29K	926.99K	-2.86K	-4.75%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.04%	60.15K	973.29K	-27.67K	-31.51%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	63.65K	1.03M	5.06K	+8.63%
Mar 31, 2025	LAKE STREET FINANCIAL LLC	0.04%	64.1K	1.04M	398	+0.62%
Mar 31, 2025	OPPENHEIMER & CO INC	0.04%	64.31K	1.04M	30.32K	+89.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.98%	4.79M	77.42M	47.98K	+1.01%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	149.19K	2.41M	11.49K	+8.35%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	183.67K	2.97M	2.15K	+1.19%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	189.63K	3.07M	14.61K	+8.35%
Mar 31, 2025	DAVENPORT & CO LLC	0.13%	215.31K	3.48M	-10.88K	-4.81%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.26%	416.23K	6.73M	-41.45K	-9.06%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	422.13K	6.83M	56.21K	+15.36%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.27%	425.83K	6.89M	35.17K	+9.00%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.32%	507.35K	8.21M	9.02K	+1.81%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.43%	686.31K	11.1M	10.82K	+1.60%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.06%	90.57K	1.48M	910	+1.02%
Mar 31, 2024	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.03%	52.1K	852.95K	39	+0.07%
Mar 31, 2024	COMERICA BANK	0.04%	57.37K	939.2K	2.7K	+4.94%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.04%	59.24K	969.72K	-1.61K	-2.64%
Mar 31, 2024	CALAMOS WEALTH MANAGEMENT LLC	0.04%	61.97K	1.01M	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.05%	77.59K	1.27M	1.35K	+1.77%
Mar 31, 2024	LAKE STREET FINANCIAL LLC	0.05%	78.45K	1.28M	750	+0.97%
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	0.06%	94.98K	1.55M	2.75K	+2.98%
Mar 31, 2024	MERIDIAN WEALTH ADVISORS, LLC	0.06%	97.22K	1.59M	0	0
Mar 31, 2024	MARINER, LLC	0.07%	102.64K	1.68M	5.45K	+5.60%
Mar 31, 2024		0.07%	103.19K	1.69M	103.19K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.15%	240.26K	3.93M	-1.13K	-0.47%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.16%	247.27K	4.04M	-20.6K	-7.69%
Mar 31, 2024	JPMORGAN CHASE & CO	0.17%	268.65K	4.4M	-33.51K	-11.09%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.17%	271.25K	4.44M	-468	-0.17%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	347.46K	5.69M	13.35K	+4.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.22%	352.15K	5.76M	-8.19K	-2.27%
Mar 31, 2024	LPL FINANCIAL LLC	0.53%	843.45K	13.81M	-35.48K	-4.04%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.54%	855.96K	14.01M	-68.27K	-7.39%
Mar 31, 2024	BENSLER, LLC	0.59%	932.85K	15.27M	49.79K	+5.64%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.77%	1.21M	19.87M	-40.88K	-3.26%
Mar 31, 2024	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.43%	675.91K	11.06M	76.59K	+12.78%
Mar 31, 2024	ROYAL BANK OF CANADA	1.13%	1.79M	29.32M	28.47K	+1.62%
Mar 31, 2024	MORGAN STANLEY	2.46%	3.88M	63.49M	23.51K	+0.61%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3%	4.73M	77.44M	129.37K	+2.81%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	84.44K	1.38M	3.11K	+3.82%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	90.05K	1.47M	-8.95K	-9.04%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.78%	2.81M	45.99M	118.17K	+4.39%
Mar 31, 2024	UBS GROUP AG	2.65%	4.18M	68.5M	103.87K	+2.55%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.23%	364.63K	5.97M	30.2K	+9.03%
Mar 31, 2024	CETERA ADVISORS LLC	0.25%	389.92K	6.38M	20.21K	+5.47%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.25%	396.49K	6.49M	9.96K	+2.58%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.29%	450.57K	7.38M	-46.81K	-9.41%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	0.31%	496.75K	8.13M	468.65K	+1,667.78%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.32%	509.37K	8.34M	494.08K	+3,229.88%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.37%	580.98K	9.51M	-42.29K	-6.79%
Mar 31, 2024	PRAIRIE WEALTH ADVISORS, INC.	0.07%	103.19K	1.69M	103.19K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.07%	108.07K	1.77M	5.09K	+4.94%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.07%	110.71K	1.81M	100.07K	+939.86%
Mar 31, 2024	CENTRAL TRUST CO	0.07%	110.88K	1.82M	-1.69K	-1.50%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.08%	121.84K	1.99M	11.17K	+10.09%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	137.67K	2.25M	-36.98K	-21.18%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.09%	140.46K	1.98M	1.36K	+0.98%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.09%	143.78K	2.35M	0	0
Mar 31, 2024	ROCKPORT WEALTH LLC	0.1%	153.02K	2.5M	153.02K	+100.00%
Mar 31, 2024	POINTE CAPITAL MANAGEMENT LLC	0.1%	153.02K	2.5M	0	0
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.1%	153.9K	2.52M	-98.54K	-39.03%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	176.45K	2.89M	-9.86K	-5.29%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	187.16K	3.06M	187.16K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.12%	194K	3.18M	13.12K	+7.25%
Mar 31, 2024	DAVENPORT & CO LLC	0.14%	213.57K	3.5M	-10.96K	-4.88%
Mar 31, 2024	OPPENHEIMER & CO INC	0.02%	34.95K	572.12K	3.14K	+9.85%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.02%	35.19K	575.98K	0	0
Mar 31, 2024	JMAC ENTERPRISES LLC	0.02%	36.62K	599.41K	-596	-1.60%
Mar 31, 2024	LIFEWORKS ADVISORS, LLC	0.02%	37.28K	610.34K	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.03%	40.8K	667.88K	19.39K	+90.60%
Mar 31, 2024	9258 WEALTH MANAGEMENT, LLC	0.03%	42.9K	702.33K	1.05K	+2.51%
Mar 31, 2024	M&T BANK CORP	0.03%	45K	736.65K	-1.03K	-2.23%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.03%	47.4K	775.95K	828	+1.78%
Mar 31, 2024	CONSOLIDATED PLANNING CORP	0.03%	47.48K	777.27K	-10.9K	-18.67%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.03%	47.81K	783K	2.08K	+4.55%
Mar 31, 2024	CONNING INC.	0.03%	48.28K	790.36K	931	+1.97%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.03%	51K	834.87K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.71%	2.69M	40.02M	107.73K	+4.17%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.03%	45.74K	680K	-900	-1.93%
Dec 31, 2023	UBS GROUP AG	2.58%	4.08M	60.67M	-84.37K	-2.03%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.91%	4.6M	68.42M	3.17K	+0.07%
Dec 31, 2023	M&T BANK CORP	0.03%	46.03K	684.42K	0	0
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.03%	46.57K	692.53K	-4.41K	-8.65%
Dec 31, 2023	CONNING INC.	0.03%	47.35K	704.1K	1.01K	+2.18%
Dec 31, 2023	PALOGIC VALUE MANAGEMENT, L.P.	0.03%	51K	758.37K	-2K	-3.77%
Dec 31, 2023	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.03%	52.07K	774.21K	52.07K	+100.00%
Dec 31, 2023	COMERICA BANK	0.03%	54.67K	812.94K	-3.77K	-6.45%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.04%	57.57K	856.06K	1K	+1.77%
Dec 31, 2023	CONSOLIDATED PLANNING CORP	0.04%	58.38K	868.18K	-9.69K	-14.23%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.04%	60.85K	913.08K	1.1K	+1.84%
Dec 31, 2023	MORGAN STANLEY	2.44%	3.85M	57.32M	43.33K	+1.14%
Dec 31, 2023	CALAMOS WEALTH MANAGEMENT LLC	0.04%	61.97K	921.49K	-13.41K	-17.79%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.05%	76.24K	1.13M	-5.11K	-6.28%
Dec 31, 2023	LAKE STREET FINANCIAL LLC	0.05%	77.7K	1.16M	750	+0.97%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	81.33K	1.21M	6.88K	+9.25%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.06%	89.66K	1.33M	89.66K	+100.00%
Dec 31, 2023	AVIANCE CAPITAL PARTNERS, LLC	0.06%	92.22K	1.37M	-16.98K	-15.55%
Dec 31, 2023	MARINER, LLC	0.06%	97.19K	1.45M	-430	-0.44%
Dec 31, 2023	MERIDIAN WEALTH ADVISORS, LLC	0.06%	97.22K	1.45M	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	99K	1.47M	-42.1K	-29.84%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.07%	102.98K	1.53M	1.51K	+1.49%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.07%	110.67K	1.65M	4.14K	+3.88%
Dec 31, 2023	CENTRAL TRUST CO	0.07%	112.57K	1.67B	-9.47K	-7.76%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.09%	139.1K	2.08M	-1.36K	-0.97%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.09%	143.78K	2.14M	0	0
Dec 31, 2023	POINTE CAPITAL MANAGEMENT LLC	0.1%	153.02K	2.28M	100	+0.07%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	174.65K	2.6M	174.65K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.11%	180.88K	2.69M	-2.39K	-1.30%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	186.3K	2.77M	-900	-0.48%
Dec 31, 2023	DAVENPORT & CO LLC	0.14%	224.53K	3.34M	-5.35K	-2.33%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.15%	241.39K	3.59M	9.38K	+4.04%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.16%	252.44K	3.78M	252.44K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.17%	267.87K	3.98M	-26.06K	-8.87%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.17%	271.72K	4.04M	75.84K	+38.72%
Dec 31, 2023	JPMORGAN CHASE & CO	0.19%	302.16K	4.49M	295.92K	+4,743.88%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	334.11K	4.97M	55.54K	+19.94%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.21%	334.43K	4.97M	57.99K	+20.98%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.23%	360.34K	5.36M	-95.21K	-20.90%
Dec 31, 2023	CETERA ADVISORS LLC	0.23%	369.71K	5.5M	-82.33K	-18.21%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.24%	386.52K	5.75M	3.69K	+0.96%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.32%	497.38K	7.4M	-2.04K	-0.41%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.38%	599.32K	8.91M	63.23K	+11.79%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.39%	623.27K	9.27M	-41.9K	-6.30%
Dec 31, 2023	LPL FINANCIAL LLC	0.56%	878.93K	13.07M	93.9K	+11.96%
Dec 31, 2023	BENSLER, LLC	0.56%	883.06K	13.13M	65.29K	+7.98%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.59%	924.23K	13.74M	-200.18K	-17.80%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.8%	1.25M	18.66M	-153.97K	-10.93%
Dec 31, 2023	ROYAL BANK OF CANADA	1.12%	1.76M	26.21M	61.8K	+3.63%

Insiders

Among the CSQ insiders holding of 0.16% of the stake in company, METLIFE INVESTMENT MANAGEMENT, LLC, , holds the largest shares of 320K. CALAMOS NICK P, director, is the second largest CSQ insider with ownership of 72.75K shares. HERMAN THOMAS E, VP and CFO, stands third with possession of 23.19K shares of that stake.

Insiders	Designation	Shares Held
METLIFE INVESTMENT MANAGEMENT, LLC		320K
CALAMOS NICK P	director	72.75K
HERMAN THOMAS E	VP and CFO	23.19K
TIMBERS STEPHEN B	director	6.5K
MICKEY MARK	Chief Compliance Officer	5K
MARSH WESTON W	director	4.4K
RYBAK WILLIAM R	director	1.49K
HAMACHER THERESA	director	1K
CALAMOS JOHN P SR	President and Global CIO	0
NEAL JOHN E	director	0
TRIPPLE DAVID D	director	0
KOUDOUNIS JOHN S.	Vice President	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 30, 2025	HERMAN THOMAS E	PURCHASE	18.39	11.51K	211.64K	23.19K
Jan 29, 2025	HERMAN THOMAS E	PURCHASE	18.23	11.68K	213.02K	11.68K
Dec 06, 2023	KOUDOUNIS JOHN S.	SALE	14.19	912	12.94K	0
May 24, 2022	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	25.00	320K	8M	320K
Aug 24, 2021	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	25.00	600K	15M	600K
Feb 12, 2021	KOUDOUNIS JOHN S.	PURCHASE	16.75	500	8.38K	500
Dec 18, 2020	KOUDOUNIS JOHN S.	PURCHASE	15.75	700	11.03K	700
Dec 19, 2019	TRIPPLE DAVID D	SALE	13.50	500	6.75K	0
Jan 02, 2018	MICKEY MARK	PURCHASE	12.08	2.5K	30.19K	5K
Jan 23, 2017	CALAMOS JOHN P SR	SALE	10.67	38.86K	414.53K	0
Mar 01, 2016	HAMACHER THERESA	PURCHASE	8.87	1K	8.87K	1K
Jul 10, 2014	TRIPPLE DAVID D	SALE	11.98	1K	11.98K	500
Dec 18, 2009	NEAL JOHN E	SALE	8.63	47	405.61	0
Dec 17, 2009	NEAL JOHN E	SALE	8.66	2.5K	21.65K	17K
Dec 16, 2009	NEAL JOHN E	SALE	8.72	1.5K	13.08K	30.7K
Jul 09, 2009	TRIPPLE DAVID D	SALE	6.93	2K	13.86K	1.5K
Oct 11, 2006	TIMBERS STEPHEN B	PURCHASE	14.79	4.5K	66.54K	6.5K
May 02, 2006	TIMBERS STEPHEN B	PURCHASE	13.90	2K	27.81K	2K
Apr 06, 2006	MICKEY MARK	PURCHASE	14.08	1.2K	16.9K	1.2K
Apr 06, 2006	NEAL JOHN E	PURCHASE	14.10	17.7K	249.57K	33.7K
Jan 18, 2006	TRIPPLE DAVID D	PURCHASE	14.13	3.5K	49.46K	3.5K
Jan 09, 2006	CALAMOS JOHN P SR	PURCHASE	13.96	3.1K	43.28K	3.1K
Dec 28, 2004	CALAMOS NICK P	PURCHASE	13.77	37.75K	519.86K	72.75K
Dec 28, 2004	CALAMOS JOHN P SR	PURCHASE	13.77	37.65K	518.49K	77.75K
Dec 27, 2004	CALAMOS JOHN P SR	PURCHASE	13.72	35.1K	481.75K	40.1K
Dec 27, 2004	CALAMOS NICK P	PURCHASE	13.72	35K	480.38K	35K
Dec 23, 2004	MARSH WESTON W	PURCHASE	13.49	4.4K	59.36K	4.4K
Dec 15, 2004	RYBAK WILLIAM R	PURCHASE	13.42	1.49K	20K	1.49K
May 10, 2004	CALAMOS JOHN P SR	PURCHASE	12.50	2K	25K	2K
May 10, 2004	NEAL JOHN E	PURCHASE	12.38	200	2.48K	200

Frequently Asked Questions