How many institutions own DBL 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 DBL shares is 78, representing 56.33% of the company's common stock.

Who are the major shareholders selling DoubleLine Opportunistic Credit Fund stock?

KERCHEVILLE ADVISORS, LLC, in the last quarter, reduced its stake in DBL by -10.53% restricting it's holding to 12.61 thousand shares of worth nearly $190.68K. ARS WEALTH ADVISORS GROUP, LLC also lessened -5.19% of the DBL shares from its portfolio, reducing its holding to 14 thousand shares of worth $213.50K. INVESCO LTD. also shunned DBL shares holding by -4.89% last quarter which brought its holding to 156.06 thousand shares worth $2.38M.

Investors who are buying DBL stock?

As per its latest 13F filing, COLONY GROUP, LLC increased its stake in DBL by 100% in the last quarter. The institutional holder raised its holding to 10.8 thousand shares having worth more than $164.70K. SKYOAK WEALTH, LLC also added 1.6% more shares of DBL to its portfolio, raising its holding to 11.25 thousand shares of worth $171.54K. MALLINI COMPLETE FINANCIAL PLANNING LLC also increased its DBL shares holding by 0.98% which brought its holding to 12.41 thousand shares worth $189.31K.

DBL's major insiders: who are they?

The insider with the most stakes in DBL is Baca Matthew Edward , director at the company. Additionally, DBL stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell DBL stock?

Company executives, directors, and other insiders own N/A percent of DoubleLine Opportunistic Credit Fund's stock. Within the last six months, there have been 0 transaction(s) in which DBL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BACA MATTHEW EDWARD.

Which insider recently purchased DBL stock?

There have been 0 transaction(s) during the past 6-months in which DoubleLine Opportunistic Credit Fund insiders have bought stock, totalling 0 shares

How much of DBL does insiders own?

Around 0 DoubleLine Opportunistic Credit Fund shares are held by insiders, which represents about N/A of DBL stock.

Who is the insider with the largest stake?

DBL director, Baca Matthew Edward holds the largest portfolio of the company's shares. DBL shares owned by Baca total nearly 0.

Which institution holds the most shares in DBL?

COLONY GROUP, LLC is the largest institutional owner in DBL which holds 10.8 thousand shares worth $164.70K or 0.06% of the total DBL shares outstanding followed by WORLD EQUITY GROUP, INC. with ownership of 11.1 thousand shares representing 0.06% of the DBL ownership. SKYOAK WEALTH, LLC is the third largest stakeholder with 11.25 thousand shares or 0.06% of the ownership worth more than $171.54K.

Is DoubleLine Opportunistic Credit 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 DBL is concerned, it is a stock which is not optionable.

Is there a short position on DBL's shares?

Number of DBL 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 DBL shares are there?

As of today, null shares of DBL are outstanding.

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

DBL 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 DBL is null.

DoubleLine Opportunistic Credit Fund (DBL) 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

N/A Percentage of Shares held by All Insiders

56.33% Percentage of Shares held by All Institutions

56.33% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 56.33% of DBL shares are held by financial institutions. COLONY GROUP, LLC is the top corporate investor, holding 10.8K shares valued at $164.70K. A 0.06% stake in DoubleLine Opportunistic Credit Fund is owned by the company. WORLD EQUITY GROUP, INC. owns 11.1K shares valued at $169.28K, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	COLONY GROUP, LLC	0.06%	10.8K	164.7K	10.8K	+100.00%
Dec 31, 2025	WORLD EQUITY GROUP, INC.	0.06%	11.1K	169.28K	0	0
Dec 31, 2025	SKYOAK WEALTH, LLC	0.06%	11.25K	171.54K	177	+1.60%
Dec 31, 2025	MALLINI COMPLETE FINANCIAL PLANNING LLC	0.06%	12.41K	189.31K	120	+0.98%
Dec 31, 2025	KERCHEVILLE ADVISORS, LLC	0.06%	12.61K	190.68K	-1.48K	-10.53%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	14.7K	224.13K	14.7K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	17.11K	260.97K	5.22K	+43.90%
Dec 31, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.07%	14K	213.5K	-767	-5.19%
Dec 31, 2025	JNBA FINANCIAL ADVISORS	0.01%	1.06K	16.15K	0	0
Dec 31, 2025	MORSE ASSET MANAGEMENT, INC	0.01%	1.78K	27.19K	37	+2.12%
Dec 31, 2025	PRINCIPIA WEALTH ADVISORY, LLC	0.01%	2K	30.55K	0	0
Dec 31, 2025	INVESCO LTD.	0.8%	156.06K	2.38M	-8.02K	-4.89%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	2.23K	33.95K	-1.87K	-45.67%
Dec 31, 2025	COMERICA BANK	0.02%	3.75K	57.19K	-17.03K	-81.95%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.03%	5.49K	83.68K	0	0
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-28.54K	-100.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0%	112	1.71K	112	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	156	2.38K	0	0
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	400	6.1K	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0%	426	6.5K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	500	7.63K	0	0
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.07%	12.8K	195.2K	12.8K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	13.27K	202.36K	805	+6.46%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.08%	15.61K	238.04K	0	0
Dec 31, 2025	FORT SHERIDAN ADVISORS LLC	0.08%	15.78K	240.66K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	18.57K	283.12K	1.91K	+11.47%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.1%	18.64K	284.21K	818	+4.59%
Dec 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.11%	20.78K	316.85K	-4.45K	-17.63%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	0.55%	107.95K	1.65M	2.48K	+2.35%
Dec 31, 2025	IGNITE PLANNERS, LLC	0.62%	121.54K	1.84M	14.3K	+13.33%
Dec 31, 2025	JOURNEY ADVISORY GROUP, LLC	0.88%	171.43K	2.61M	3.4K	+2.02%
Dec 31, 2025	MORGAN STANLEY	2.87%	560.5K	8.55M	13.59K	+2.48%
Dec 31, 2025	UBS GROUP AG	2.91%	568.35K	8.67M	-6.19K	-1.08%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	17.75%	3.47M	52.91M	68.21K	+2.01%
Dec 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.17%	33.69K	513.79K	480	+1.45%
Dec 31, 2025	GRIDIRON PARTNERS, LLC	0.22%	43.92K	669.73K	-2.19M	-98.03%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.34%	65.77K	1M	7K	+11.91%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	17.59K	268.35K	-5.82K	-24.85%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	21.09K	321.68K	4.37K	+26.12%
Dec 31, 2025	APRIEM ADVISORS	0.12%	24.11K	367.68K	4K	+19.89%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.12%	24.14K	368.15K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.14%	26.84K	409.31K	-200	-0.74%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.14%	27.94K	426K	-319	-1.13%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	29.02K	443K	-9	-0.03%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	42.76K	652.12K	17.14K	+66.90%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.96%	187.76K	2.86M	-3.39K	-1.77%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.37%	268.44K	4.09M	78.42K	+41.27%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.57%	306.39K	4.67M	11.92K	+4.05%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.46%	89.55K	1.37M	-670	-0.74%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	673	10.26K	673	+100.00%
Dec 31, 2025	INTELLECTUS PARTNERS, LLC	1.48%	290.26K	4.43M	5.66K	+1.99%
Dec 31, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	1.77%	345.57K	5.28M	-51.03K	-12.87%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.43%	475.87K	7.26M	36.47K	+8.30%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	2.7%	527.23K	8.04M	15.32K	+2.99%
Dec 31, 2025	ARCHPOINT INVESTORS	0.52%	100.96K	1.54M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	154.78K	2.36M	7.68K	+5.22%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.03%	200.64K	3.06M	-113.49K	-36.13%
Dec 31, 2025	LPL FINANCIAL LLC	1.2%	234.5K	3.58M	16.52K	+7.58%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.21%	236.26K	3.6M	2.67K	+1.14%
Dec 31, 2025	R.P. BOGGS & CO.	1.32%	257.64K	3.93M	10.33K	+4.18%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	1.33%	259.37K	3.96M	7.74K	+3.08%
Dec 31, 2025	ROYAL BANK OF CANADA	1.57%	306.2K	4.67M	51.39K	+20.17%
Dec 31, 2025	PAPAMARKOU WELLNER ASSET MANAGEMENT INC.	0.05%	10.5K	160.13K	10.5K	+100.00%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.02%	4.1K	63.84K	40	+0.99%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	2.89K	45.08K	30	+1.05%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.03%	5.49K	85.1K	-11.58K	-67.86%
Sep 30, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	0.06%	10.45K	162.81K	10.45K	+100.00%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.06%	10.8K	168.26K	0	0
Sep 30, 2025	SKYOAK WEALTH, LLC	0.06%	11.07K	172.49K	174	+1.60%
Sep 30, 2025	WORLD EQUITY GROUP, INC.	0.06%	11.1K	172.94K	750	+7.25%
Sep 30, 2025	LPL FINANCIAL LLC	1.15%	217.98K	3.4M	3.87K	+1.81%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	16.66K	259K	-12.59K	-43.04%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	16.73K	260.58K	2.39K	+16.65%
Sep 30, 2025	IGNITE PLANNERS, LLC	0.57%	107.24K	1.67M	1.73K	+1.64%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.74%	140.55K	2.17M	0	0
Sep 30, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.08%	14.77K	230.07K	-1.53K	-9.40%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.13%	24.14K	376.12K	0	0
Sep 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.13%	25.22K	392.99K	-1.6K	-5.95%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	25.62K	399.18K	73	+0.29%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.24%	233.59K	3.64M	-39.61K	-14.50%
Sep 30, 2025	R.P. BOGGS & CO.	1.31%	247.31K	3.85M	13.92K	+5.96%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	1.33%	251.62K	3.92M	134.4K	+114.65%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	27.04K	421.28K	300	+1.12%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.15%	28.26K	440K	25	+0.09%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.78%	147.1K	2.29M	-1.84K	-1.24%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.8%	150.67K	2.35M	63.66K	+73.17%
Sep 30, 2025	ROYAL BANK OF CANADA	1.35%	254.81K	3.97M	-3.06K	-1.19%
Sep 30, 2025	INTELLECTUS PARTNERS, LLC	1.51%	284.61K	4.43M	3.32K	+1.18%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.56%	294.47K	4.59M	18.3K	+6.62%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.66%	314.13K	4.89M	44.76K	+16.62%
Sep 30, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	2.1%	396.6K	6.18M	-2K	-0.50%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.33%	439.4K	6.85M	203.54K	+86.29%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	2.71%	511.91K	7.98M	11.77K	+2.35%
Sep 30, 2025	MORGAN STANLEY	2.9%	546.91K	8.52M	-63.44K	-10.39%
Sep 30, 2025	UBS GROUP AG	3.04%	574.55K	8.95M	519	+0.09%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	11.82%	2.23M	684.23K	2.19M	+5,475.77%
Sep 30, 2025	EWG ELEVATE INC.	0.06%	11.53K	179.64K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	11.89K	185.28K	11.89K	+100.00%
Sep 30, 2025	FORT SHERIDAN ADVISORS LLC	0.08%	15.78K	245.87K	-2.49K	-13.63%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	23.41K	364.55K	1.54K	+7.05%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.08%	15.61K	243.19K	0	0
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.09%	17.82K	277.62K	0	0
Sep 30, 2025	APRIEM ADVISORS	0.11%	20.11K	313.31K	0	0
Sep 30, 2025	COMERICA BANK	0.11%	20.78K	323.71K	-14.75K	-41.52%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.15%	28.54K	444.61K	3.32K	+13.16%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	29.03K	452K	1.13K	+4.04%
Sep 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.18%	33.21K	517.42K	1.22K	+3.82%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.31%	58.77K	915.7K	11.31K	+23.83%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.47%	88.32K	1.38M	980	+1.12%
Sep 30, 2025	MALLINI COMPLETE FINANCIAL PLANNING LLC	0.07%	12.29K	191.53K	118	+0.97%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	12.47K	194.2K	12.47K	+100.00%
Sep 30, 2025	MATRIX TRUST CO	0.25%	47.78K	744K	-2.38K	-4.75%
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.48%	90.22K	1.41M	1.2K	+1.34%
Sep 30, 2025	ARCHPOINT INVESTORS	0.53%	100.96K	1.57M	0	0
Sep 30, 2025	KERCHEVILLE ADVISORS, LLC	0.07%	14.09K	219.52K	17	+0.12%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	0.56%	105.47K	1.64M	105.47K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.87%	164.09K	2.56M	30.62K	+22.94%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.88%	166.46K	2.59M	166.46K	+100.00%
Sep 30, 2025	JOURNEY ADVISORY GROUP, LLC	0.89%	168.03K	2.62M	-1.88K	-1.11%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.01%	190.03K	2.96M	-2.43K	-1.26%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.01%	191.14K	2.98M	-25.51K	-11.78%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	18.02%	3.4M	53M	130.62K	+3.99%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-1.63K	-100.00%
Sep 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	0%	0	-	-4.2K	-100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	400	6.23K	400	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	500	7.79K	0	0
Sep 30, 2025	JNBA FINANCIAL ADVISORS	0.01%	1.06K	16.5K	0	0
Jun 30, 2025	APRIEM ADVISORS	0.11%	20.11K	309.29K	0	0
Jun 30, 2025	EWG ELEVATE INC.	0.06%	11.53K	177.33K	1.23K	+11.94%
Jun 30, 2025	SKYOAK WEALTH, LLC	0.06%	10.9K	167.6K	168	+1.57%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.06%	10.8K	166.1K	10.8K	+100.00%
Jun 30, 2025	WORLD EQUITY GROUP, INC.	0.06%	10.35K	159.18K	-1.5K	-12.66%
Jun 30, 2025	XTX TOPCO LTD	0.06%	10.12K	155.58K	10.12K	+100.00%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.04%	6.61K	101.72K	5.53K	+507.90%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.02%	4.06K	62.41K	38	+0.95%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	2.86K	44.06K	2.86K	+100.00%
Jun 30, 2025	MORSE ASSET MANAGEMENT, INC	0.01%	1.51K	23.23K	-155	-9.31%
Jun 30, 2025	JNBA FINANCIAL ADVISORS	0.01%	1.06K	16.29K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	500	7.69K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0%	426	6	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	17.95%	3.27M	50.31M	102.11K	+3.22%
Jun 30, 2025		3.49%	636.94K	9.8M	-301.41K	-32.12%
Jun 30, 2025	MORGAN STANLEY	3.35%	610.35K	9.39M	36.58K	+6.37%
Jun 30, 2025	UBS GROUP AG	3.15%	574.03K	8.83M	-349	-0.06%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.52%	276.18K	4.25M	-55.62K	-16.76%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.5%	273.2K	4.2M	9.41K	+3.57%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.48%	269.37K	4.14M	94.29K	+53.85%
Jun 30, 2025	ROYAL BANK OF CANADA	1.41%	257.87K	3.97M	34.79K	+15.59%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.09%	15.61K	240.07K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	14.34K	220.52K	14.34K	+100.00%
Jun 30, 2025	KERCHEVILLE ADVISORS, LLC	0.08%	14.07K	216.45K	16	+0.11%
Jun 30, 2025	MARINER, LLC	0.07%	12.48K	191.91K	732	+6.23%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.29%	235.87K	3.63M	19.25K	+8.88%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	2.74%	500.14K	7.69M	37.68K	+8.15%
Jun 30, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	2.19%	398.59K	6.13M	25.36K	+6.79%
Jun 30, 2025	INTELLECTUS PARTNERS, LLC	1.54%	281.28K	4.33M	24.31K	+9.46%
Jun 30, 2025	R.P. BOGGS & CO.	1.28%	233.39K	3.59M	233.39K	+100.00%
Jun 30, 2025	JOURNEY ADVISORY GROUP, LLC	0.93%	169.91K	2.61M	754	+0.45%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	148.94K	2.29M	-19.27K	-11.45%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.77%	140.55K	2.16M	1.98K	+1.43%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.64%	117.23K	1.8M	82.26K	+235.29%
Jun 30, 2025	IGNITE PLANNERS, LLC	0.58%	105.51K	1.6M	21.26K	+25.24%
Jun 30, 2025	ARCHPOINT INVESTORS	0.55%	100.96K	1.55M	-1.26K	-1.23%
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.49%	89.02K	1.37M	-946	-1.05%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.48%	87.34K	1.34M	87.34K	+100.00%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.48%	87K	1.34M	18.68K	+27.34%
Jun 30, 2025	MATRIX TRUST CO	0.28%	50.16K	771K	3.07K	+6.51%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.26%	47.46K	729.98K	839	+1.80%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.22%	40.02K	615.46K	0	0
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.18%	31.99K	491.97K	22	+0.07%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	27.9K	429K	9	+0.03%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.15%	26.82K	412.49K	-1.42K	-5.01%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	26.74K	411.26K	0	0
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	25.55K	392.93K	72	+0.28%
Jun 30, 2025	LECONTE WEALTH MANAGEMENT, LLC	3.49%	636.94K	9.8M	-301.41K	-32.12%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	29.24K	450K	7.99K	+37.59%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.16%	28.53K	438.84K	28.53K	+100.00%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.15%	28.24K	434K	510	+1.84%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.14%	25.22K	387.87K	-52.79K	-67.67%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.13%	24.14K	371.29K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	21.87K	336.43K	-2.87K	-11.61%
Jun 30, 2025	FORT SHERIDAN ADVISORS LLC	0.1%	18.27K	281.02K	-6.2K	-25.33%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.1%	17.82K	274.06K	0	0
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.09%	17.07K	262.6K	-453	-2.59%
Jun 30, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.09%	16.3K	250.69K	-100	-0.61%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.19%	216.66K	3.33M	-11.05K	-4.85%
Jun 30, 2025	LPL FINANCIAL LLC	1.17%	214.11K	3.29M	1.17K	+0.55%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.06%	192.45K	2.96M	-37.57K	-16.33%
Jun 30, 2025	INVESCO LTD.	0.73%	133.47K	2.05M	-17.85K	-11.80%
Jun 30, 2025	COMERICA BANK	0.19%	35.53K	546.41K	-550	-1.52%
Mar 31, 2025	SKYOAK WEALTH, LLC	0.06%	10.73K	167.7K	163	+1.54%
Mar 31, 2025	TRANSFORM WEALTH, LLC	0.06%	10.8K	168.8K	0	0
Mar 31, 2025	MARINER, LLC	0.06%	11.75K	183.59K	11.75K	+100.00%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.1%	17.52K	273.02K	0	0
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.1%	17.82K	278.51K	319	+1.82%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	21.25K	332K	6.78K	+46.89%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.13%	24.14K	377.32K	-747	-3.00%
Mar 31, 2025	MORGAN STANLEY	3.15%	573.77K	8.97M	29.99K	+5.51%
Mar 31, 2025	UBS GROUP AG	3.15%	574.38K	8.98M	-2K	-0.35%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	17.39%	3.17M	49.53M	227.7K	+7.74%
Mar 31, 2025	WORLD EQUITY GROUP, INC.	0.07%	11.85K	185.22K	600	+5.33%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.09%	15.61K	243.97K	0	0
Mar 31, 2025	FORT SHERIDAN ADVISORS LLC	0.13%	24.47K	382.45K	-500	-2.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	24.74K	386.84K	203	+0.83%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	25.48K	398.2K	69	+0.27%
Mar 31, 2025	KERCHEVILLE ADVISORS, LLC	0.08%	14.06K	219.71K	16	+0.11%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.26%	230.02K	3.6M	8.75K	+3.95%
Mar 31, 2025	INTELLECTUS PARTNERS, LLC	1.41%	256.97K	4.02M	5.28K	+2.10%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	26.74K	417.95K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.15%	27.73K	433K	-393	-1.40%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	27.89K	436K	0	0
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.43%	78.01K	1.22M	-32.58K	-29.46%
Mar 31, 2025	LPL FINANCIAL LLC	1.17%	212.94K	3.33M	70.44K	+49.43%
Mar 31, 2025	ROYAL BANK OF CANADA	1.22%	223.08K	3.49M	40.5K	+22.18%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.45%	263.79K	4.12M	68.38K	+34.99%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.82%	331.8K	5.19M	98.59K	+42.28%
Mar 31, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	2.05%	373.24K	5.83M	-5.42K	-1.43%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	2.54%	462.46K	7.23M	14.41K	+3.22%
Mar 31, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.09%	16.4K	256.33K	-2.2K	-11.83%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.96%	175.09K	2.74M	26.59K	+17.91%
Mar 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.18%	31.97K	499.62K	22	+0.07%
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.22%	40.02K	625.47K	0	0
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.19%	34.96K	546.48K	16.1K	+85.39%
Mar 31, 2025	COMERICA BANK	0.2%	36.08K	563.88K	7.61K	+26.75%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.19%	216.62K	3.39M	40.52K	+23.01%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.25%	227.7K	3.56M	66.65K	+41.39%
Mar 31, 2025		0.06%	11.04K	172.55K	102	+0.93%
Mar 31, 2025	APRIEM ADVISORS	0.11%	20.11K	314.32K	0	0
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.15%	28.24K	441.33K	-362	-1.27%
Mar 31, 2025	IGNITE PLANNERS, LLC	0.46%	84.25K	1.3M	939	+1.13%
Mar 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.49%	89.97K	1.41M	7.23K	+8.73%
Mar 31, 2025	ARCHPOINT INVESTORS	0.56%	102.22K	1.6M	0	0
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.76%	138.57K	2.17M	-7.72K	-5.28%
Mar 31, 2025	INVESCO LTD.	0.83%	151.32K	2.37M	5.08K	+3.47%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	168.21K	2.63M	31.25K	+22.81%
Mar 31, 2025	JOURNEY ADVISORY GROUP, LLC	0.93%	169.16K	2.64M	169.16K	+100.00%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.26%	46.62K	728.73K	-1.19K	-2.49%
Mar 31, 2025	MATRIX TRUST CO	0.26%	47.09K	736K	12.44K	+35.88%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.37%	68.33K	1.07M	-2.46K	-3.48%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.58%	96.33K	1.49M	8.33K	+9.46%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.6%	98.35K	1.52M	6.12K	+6.64%
Mar 31, 2024	BROGAN FINANCIAL, INC.	0%	0	-	-13.84K	-100.00%
Mar 31, 2024	TRUVESTMENTS CAPITAL LLC	0%	0	-	-2.5K	-100.00%
Mar 31, 2024	FOCUSED WEALTH MANAGEMENT, INC	0%	0	-	-705	-100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0%	0	-	-11.63K	-100.00%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	221	3.41K	5	+2.31%
Mar 31, 2024	NBC SECURITIES, INC.	0%	426	6K	0	0
Mar 31, 2024	YHB INVESTMENT ADVISORS, INC.	0.01%	1K	15.42K	1K	+100.00%
Mar 31, 2024	JNBA FINANCIAL ADVISORS	0.01%	1.06K	16.33K	0	0
Mar 31, 2024	JOEL ISAACSON & CO., LLC	0.07%	11.47K	176.93K	1K	+9.55%
Mar 31, 2024	ADDISON CAPITAL CO	0.07%	11.9K	183.5K	-750	-5.93%
Mar 31, 2024	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.08%	12.52K	193K	-4K	-24.22%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.08%	12.82K	186.96K	12.82K	+100.00%
Mar 31, 2024	ASHTON THOMAS PRIVATE WEALTH, LLC	0.09%	14.87K	229.3K	3.29K	+28.40%
Mar 31, 2024	KERCHEVILLE ADVISORS, LLC	0.09%	15K	231.23K	15	+0.10%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.09%	15.61K	240.69K	126	+0.81%
Mar 31, 2024	ARS WEALTH ADVISORS GROUP, LLC	0.12%	19.3K	297.61K	4.3K	+28.67%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	20.75K	319.97K	0	0
Mar 31, 2024	FORT SHERIDAN ADVISORS LLC	0.13%	20.92K	322.63K	4.36K	+26.33%
Mar 31, 2024	CIRCLE WEALTH MANAGEMENT, LLC	0.14%	23.3K	359.26K	0	0
Mar 31, 2024	UNITED ADVISOR GROUP, LLC	0.16%	26.96K	415.77K	26.96K	+100.00%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.17%	27.46K	423K	11.82K	+75.57%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.25%	41.59K	641.38K	7.27K	+21.18%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.25%	41.79K	644.36K	-119.87K	-74.15%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0.27%	44.79K	758.99K	1.36K	+3.13%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.41%	68.26K	1.05M	-16.81K	-19.76%
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.43%	70.81K	1.09M	0	0
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	0.46%	75.53K	1.16M	84	+0.11%
Mar 31, 2024	IGNITE PLANNERS, LLC	0.49%	81.66K	1.25M	391	+0.48%
Mar 31, 2024	STRATEGIC WEALTH PARTNERS, LTD.	0.53%	86.64K	1.34M	0	0
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.62%	102.63K	1.58M	36.61K	+55.46%
Mar 31, 2024	ROYAL BANK OF CANADA	0.88%	145.13K	2.24M	11.74K	+8.80%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.45%	238.88K	3.63M	43.95K	+22.54%
Mar 31, 2024	EVERGREEN CAPITAL MANAGEMENT LLC	2.05%	337.99K	5.21M	4.51K	+1.35%
Mar 31, 2024	MORGAN STANLEY	5.17%	852.05K	13.14M	-108.27K	-11.27%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	16.77%	2.77M	42.65M	-96.48K	-3.37%
Mar 31, 2024	SIGNATUREFD, LLC	0.02%	3.99K	61.46K	86	+2.21%
Mar 31, 2024	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.03%	5.1K	78.57K	495	+10.76%
Mar 31, 2024	SKYOAK WEALTH, LLC	0.06%	10.09K	155.56K	10.09K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.62%	101.7K	1.57M	-3.99K	-3.78%
Mar 31, 2024	ARCHPOINT INVESTORS	0.63%	103.47K	1.6M	0	0
Mar 31, 2024	INVESCO LTD.	0.66%	108.29K	1.67M	-8.19K	-7.03%
Mar 31, 2024	LPL FINANCIAL LLC	0.72%	119.49K	1.84M	8.96K	+8.10%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.99%	163.82K	2.53M	153.63K	+1,507.16%
Mar 31, 2024	INTELLECTUS PARTNERS, LLC	1.1%	182.15K	2.81M	19.44K	+11.95%
Mar 31, 2024	TWELVE POINTS WEALTH MANAGEMENT LLC	1.33%	218.97K	3.38M	16.7K	+8.25%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.5%	247.81K	3.82M	40.85K	+19.74%
Mar 31, 2024	HERR INVESTMENT GROUP LLC	2.45%	404.28K	6.23M	1.3K	+0.32%
Mar 31, 2024	UBS GROUP AG	3.29%	542.23K	8.36M	602	+0.11%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.07%	10.79K	166.32K	10.79K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.07%	10.98K	169.25K	10.98K	+100.00%
Mar 31, 2024	APRIEM ADVISORS	0.17%	28.11K	433.46K	0	0
Mar 31, 2024	COMERICA BANK	0.17%	28.46K	438.9K	3.71K	+14.99%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.17%	28.79K	443.87K	-8.2K	-22.17%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.18%	29.44K	454.01K	-765	-2.53%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	30.1K	464K	3	+0.01%
Mar 31, 2024	VERUS CAPITAL PARTNERS, LLC	0.21%	34.05K	525.12K	-444	-1.29%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.01%	1K	15.42K	0	0
Mar 31, 2024	FIFTH THIRD BANCORP	0.01%	1.8K	27.76K	0	0
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.01%	2.44K	37.54K	2.44K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.21%	30.21K	463.7K	1.75K	+6.16%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	30.09K	462K	-4.7K	-13.50%
Dec 31, 2023	APRIEM ADVISORS	0.2%	28.11K	431.49K	-50	-0.18%
Dec 31, 2023	COMERICA BANK	0.17%	24.75K	379.96K	0	0
Dec 31, 2023	CIRCLE WEALTH MANAGEMENT, LLC	0.16%	23.3K	357.63K	0	0
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	20.75K	318.51K	20.75K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.46%	66.02K	1.01M	-4.22K	-6.01%
Dec 31, 2023	FORT SHERIDAN ADVISORS LLC	0.12%	16.56K	254.23K	0	0
Dec 31, 2023	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.12%	16.52K	253.52K	0	0
Dec 31, 2023	WEDBUSH SECURITIES INC	0.11%	15.64K	240K	15.64K	+100.00%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.11%	15.48K	237.67K	172	+1.12%
Dec 31, 2023	ARS WEALTH ADVISORS GROUP, LLC	0.1%	15K	230.25K	15K	+100.00%
Dec 31, 2023	KERCHEVILLE ADVISORS, LLC	0.1%	14.98K	229.95K	-485	-3.14%
Dec 31, 2023	FAMILY MANAGEMENT CORP	0.1%	14.31K	219.72K	0	0
Dec 31, 2023	BROGAN FINANCIAL, INC.	0.1%	13.84K	212.37K	13.84K	+100.00%
Dec 31, 2023	ADDISON CAPITAL CO	0.09%	12.65K	194.18K	0	0
Dec 31, 2023	GOLDEN STATE EQUITY PARTNERS	0.09%	12.44K	190.87K	-258	-2.03%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.08%	11.63K	178.48K	11.63K	+100.00%
Dec 31, 2023		0.08%	11.58K	177.77K	11.58K	+100.00%
Dec 31, 2023	JOEL ISAACSON & CO., LLC	0.07%	10.47K	160.78K	7	+0.07%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.07%	10.19K	156K	-1.83K	-15.25%
Dec 31, 2023	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.03%	4.6K	70.61K	0	0
Dec 31, 2023	SIGNATUREFD, LLC	0.03%	3.9K	59.86K	88	+2.31%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	3.43K	52.69K	76	+2.26%
Dec 31, 2023	TRUVESTMENTS CAPITAL LLC	0.02%	2.5K	38.38K	2.5K	+100.00%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	19.97%	2.86M	43.93M	82.18K	+2.96%
Dec 31, 2023	MORGAN STANLEY	6.7%	960.33K	14.74M	1.24K	+0.13%
Dec 31, 2023	UBS GROUP AG	3.78%	541.62K	8.31M	420.28K	+346.34%
Dec 31, 2023	TWELVE POINTS WEALTH MANAGEMENT LLC	1.41%	202.27K	3.1M	9.23K	+4.78%
Dec 31, 2023	HERR INVESTMENT GROUP LLC	2.81%	402.98K	6.19M	-8.21K	-2.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.44%	206.96K	3.18M	1.08K	+0.52%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	2.33%	333.48K	5.12M	200.97K	+151.66%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	2.34K	35.9K	0	0
Dec 31, 2023	HORIZON KINETICS ASSET MANAGEMENT LLC	0.49%	70.81K	1.09M	0	0
Dec 31, 2023	AVIANCE CAPITAL PARTNERS, LLC	0.53%	75.44K	1.16M	-72.47K	-49.00%
Dec 31, 2023	IGNITE PLANNERS, LLC	0.57%	81.26K	1.24M	41.44K	+104.06%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.59%	85.07K	1.31M	-3.31K	-3.74%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.61%	88K	1.35M	13.13K	+17.54%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.64%	92.23K	1.42M	6.03K	+7.00%
Dec 31, 2023	ARCHPOINT INVESTORS	0.72%	103.47K	1.59M	-12.5K	-10.78%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.74%	105.69K	1.62M	-5.09K	-4.60%
Dec 31, 2023	LPL FINANCIAL LLC	0.77%	110.53K	1.7M	10.63K	+10.64%
Dec 31, 2023	INVESCO LTD.	0.81%	116.48K	1.79M	-24.88K	-17.60%
Dec 31, 2023	ROYAL BANK OF CANADA	0.93%	133.39K	2.05M	-15.87K	-10.63%
Dec 31, 2023	INTELLECTUS PARTNERS, LLC	1.14%	162.71K	2.5M	29.12K	+21.80%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.36%	194.94K	2.98M	-5.2K	-2.60%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.26%	36.99K	563.88K	11K	+42.33%
Dec 31, 2023	VERUS CAPITAL PARTNERS, LLC	0.24%	34.5K	529.54K	-1.26K	-3.52%
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.24%	34.32K	526.87K	785	+2.34%

Insiders

Among the DBL insiders holding of N/A of the stake in company, BACA MATTHEW EDWARD, director, holds the largest shares of 0. , , is the second largest DBL insider with ownership of - shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
BACA MATTHEW EDWARD	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 03, 2015	BACA MATTHEW EDWARD	SALE	23.89	1.79K	42.72K	0
Sep 09, 2014	BACA MATTHEW EDWARD	PURCHASE	23.30	500	11.65K	750
Apr 18, 2013	BACA MATTHEW EDWARD	PURCHASE	26.65	760	20.25K	1.03K

Frequently Asked Questions