How many institutions own DPG 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 DPG shares is 80, representing 27.53% of the company's common stock.

Who are the major shareholders selling Duff & Phelps Utility and Infrastructure Fund Inc. stock?

MORGAN STANLEY, in the last quarter, reduced its stake in DPG by -4.35% restricting it's holding to 1.94 million shares of worth nearly $27.97M. CASCADE INVESTMENT GROUP, INC. also lessened -2.6% of the DPG shares from its portfolio, reducing its holding to 33.75 thousand shares of worth $487.35K. CETERA INVESTMENT ADVISERS also shunned DPG shares holding by -37.47% last quarter which brought its holding to 35.75 thousand shares worth $516.22K.

Investors who are buying DPG stock?

As per its latest 13F filing, STIFEL FINANCIAL CORP increased its stake in DPG by 8.06% in the last quarter. The institutional holder raised its holding to 20.11 thousand shares having worth more than $290.32K. CHICAGO PARTNERS INVESTMENT GROUP LLC also added 1.17% more shares of DPG to its portfolio, raising its holding to 17.07 thousand shares of worth $246.89K. CITADEL ADVISORS LLC also increased its DPG shares holding by 100% which brought its holding to 14.51 thousand shares worth $209.47K.

DPG's major insiders: who are they?

The insider with the most stakes in DPG is MetLife Investment Management, LLC , 10 percent owner at the company. Additionally, DPG stock is highly held by VP & Chief Investment Officer Elvekrog Eric and President and CEO Grumhaus David D Jr. among others.

Did an insider recently sell DPG stock?

Company executives, directors, and other insiders own 0.11% percent of Duff & Phelps Utility and Infrastructure Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which DPG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MCNAMARA GERALDINE M.

Which insider recently purchased DPG stock?

There have been 1 transaction(s) during the past 6-months in which Duff & Phelps Utility and Infrastructure Fund Inc. insiders have bought stock, totalling 3250 shares

How much of DPG does insiders own?

Around 3.39K Duff & Phelps Utility and Infrastructure Fund Inc. shares are held by insiders, which represents about 0.11% of DPG stock.

Who is the insider with the largest stake?

DPG 10 percent owner, MetLife Investment Management, LLC holds the largest portfolio of the company's shares. DPG shares owned by MetLife total nearly 252 thousand.

Which institution holds the most shares in DPG?

RFG ADVISORY, LLC is the largest institutional owner in DPG which holds 20.89 thousand shares worth $301.62K or 0.06% of the total DPG shares outstanding followed by STIFEL FINANCIAL CORP with ownership of 20.11 thousand shares representing 0.05% of the DPG ownership. CHICAGO PARTNERS INVESTMENT GROUP LLC is the third largest stakeholder with 17.07 thousand shares or 0.05% of the ownership worth more than $246.89K.

Is Duff & Phelps Utility and Infrastructure Fund Inc. 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 DPG is concerned, it is a stock which is not optionable.

Is there a short position on DPG's shares?

Number of DPG 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 DPG shares are there?

As of today, null shares of DPG are outstanding.

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

DPG 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 DPG is null.

Duff & Phelps Utility and Infrastructure Fund (DPG) 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

0.11% Percentage of Shares held by All Insiders

27.53% Percentage of Shares held by All Institutions

27.56% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 27.53% of DPG shares are held by financial institutions. RFG ADVISORY, LLC is the top corporate investor, holding 20.89K shares valued at $301.62K. A 0.06% stake in Duff & Phelps Utility and Infrastructure Fund Inc. is owned by the company. STIFEL FINANCIAL CORP owns 20.11K shares valued at $290.32K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	RFG ADVISORY, LLC	0.06%	20.89K	301.62K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.05%	20.11K	290.32K	1.5K	+8.06%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	17.07K	246.89K	198	+1.17%
Mar 31, 2026	CITADEL ADVISORS LLC	0.04%	14.51K	209.47K	14.51K	+100.00%
Mar 31, 2026	MORGAN STANLEY	5.28%	1.94M	27.97M	-88.1K	-4.35%
Mar 31, 2026	CATALINA CAPITAL GROUP, LLC	0.04%	13.73K	198.29K	716	+5.50%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.04%	12.94K	185.48K	2.59K	+25.00%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.7%	624.73K	9.02M	125.98K	+25.26%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.05%	16.61K	239.91K	496	+3.08%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.09%	33.3K	480.79K	9.81K	+41.75%
Mar 31, 2026	CASCADE INVESTMENT GROUP, INC.	0.09%	33.75K	487.35K	-900	-2.60%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.03%	10.23K	147.76K	10.23K	+100.00%
Mar 31, 2026	NWAM LLC	0.1%	35.71K	515.68K	8.42K	+30.86%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.1%	35.75K	516.22K	-21.43K	-37.47%
Mar 31, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.1%	35.87K	517.93K	35.87K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	36.66K	529.34K	-1.01K	-2.67%
Mar 31, 2026		0.11%	41.77K	603.14K	1.22K	+3.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.22%	80.88K	1.17M	19.33K	+31.41%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.24%	86.84K	1.25M	13.55K	+18.49%
Mar 31, 2026	ZIMMER PARTNERS, LP	0.29%	107.7K	1.56M	24.5K	+29.45%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.06%	21.48K	310.21K	-9.15K	-29.86%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.32%	116.72K	116.72K	1.35K	+1.17%
Mar 31, 2026	KANEN WEALTH MANAGEMENT LLC	1.43%	523.59K	7.56M	6.43K	+1.24%
Mar 31, 2026	ELM3 FINANCIAL GROUP, LLC	0.09%	32.25K	465.71K	-804	-2.43%
Mar 31, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.08%	28.02K	404.58K	2.15K	+8.30%
Mar 31, 2026	CWM, LLC	0.02%	9.08K	131.07K	-3.48K	-27.71%
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	1.07%	391.5K	5.65M	-77.98K	-16.61%
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.03%	10K	144.4K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.09%	33.28K	480.53K	1.69K	+5.35%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.12%	44.29K	639.58K	-21.51K	-32.69%
Mar 31, 2026	INVESCO LTD.	0.14%	50.46K	728.66K	34	+0.07%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	56.63K	817.74K	723	+1.29%
Mar 31, 2026	SABA CAPITAL MANAGEMENT, L.P.	0.47%	172.75K	2.49M	101.45K	+142.29%
Mar 31, 2026	HOLLENCREST CAPITAL MANAGEMENT	0.01%	3.06K	44.19K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	3.75K	54.84K	-136	-3.50%
Mar 31, 2026	MATHER GROUP, LLC.	0.01%	4.17K	60.2K	4.17K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	6.48K	93.59K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	12.66K	182.77K	12.66K	+100.00%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	2.96%	1.09M	15.69M	7.19K	+0.67%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.41%	151.1K	2.18M	121.56K	+411.54%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.33%	120.57K	1.74M	44.31K	+58.09%
Mar 31, 2026	MOORS & CABOT, INC.	0.07%	26K	375.44K	0	0
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.07%	23.94K	346K	-550	-2.25%
Mar 31, 2026	WEALTH ADVISORS OF TAMPA BAY, LLC	0.09%	32K	462.08K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.63%	230.17K	3.32M	26.8K	+13.18%
Mar 31, 2026	BULLDOG INVESTORS, LLP	0.48%	176.13K	2.54M	176.13K	+100.00%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.37%	137.09K	1.98M	28.09K	+25.77%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	8.79K	126.88K	-9.52K	-52.00%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	1.45%	533.2K	7.7M	-118.54K	-18.19%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.8%	1.39M	20.1M	38.43K	+2.84%
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.04%	15.11K	218.21K	-1.19K	-7.29%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.16%	424.7K	6.13M	3.18K	+0.75%
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.03%	11.33K	163.62K	-792	-6.53%
Mar 31, 2026	LPL FINANCIAL LLC	1.02%	374.46K	5.41M	18.88K	+5.31%
Mar 31, 2026	ALMITAS CAPITAL LLC	0.06%	22.57K	325.84K	22.57K	+100.00%
Mar 31, 2026	QUANTEDGE CAPITAL PTE LTD	0.06%	22.4K	323.46K	22.4K	+100.00%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.06%	21.94K	317K	-5.52K	-20.11%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.85%	309.77K	4.47M	-26.93K	-8.00%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	1.34%	490.16K	7.08M	102.35K	+26.39%
Mar 31, 2026	COHEN & STEERS, INC.	1.47%	538.87K	7.78M	186.01K	+52.71%
Mar 31, 2026	UBS GROUP AG	0.74%	270.39K	3.9M	-48	-0.02%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.66%	243.33K	3.51M	-40.27K	-14.20%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	1.25K	15.89K	0	0
Dec 31, 2025	CASCADE INVESTMENT GROUP, INC.	0.09%	34.65K	440.4K	1.8K	+5.48%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	37.2K	472.82K	4.55K	+13.92%
Dec 31, 2025	CSS LLC/IL	0.03%	10.26K	130.43K	0	0
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.03%	12.12K	154.08K	22	+0.18%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.03%	12.56K	159.6K	-1.94K	-13.40%
Dec 31, 2025	CWM, LLC	0.03%	12.56K	160K	-1.94K	-13.40%
Dec 31, 2025	CATALINA CAPITAL GROUP, LLC	0.04%	13.02K	165.43K	81	+0.63%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	18.31K	232.68K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.05%	18.61K	236.48K	18.61K	+100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.06%	20.66K	262.61K	20.66K	+100.00%
Dec 31, 2025	RFG ADVISORY, LLC	0.06%	20.89K	265.49K	-1.9K	-8.34%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	23.49K	298.55K	11.75K	+100.09%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	24.49K	311K	2.72K	+12.49%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.07%	27.46K	349K	2.6K	+10.48%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.08%	29.54K	375.43K	10.96K	+58.99%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.31%	115.37K	1.47M	4.2K	+3.77%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	3.06K	38.89K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	3.89K	49.41K	235	+6.43%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	37.67K	478.73K	-527	-1.38%
Dec 31, 2025	ROYAL BANK OF CANADA	0.55%	203.37K	2.59M	24.24K	+13.53%
Dec 31, 2025	UBS GROUP AG	0.74%	270.43K	3.44M	-18.45K	-6.39%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.77%	283.6K	28.62K	8.3K	+3.02%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.92%	336.7K	4.28M	-16.67K	-4.72%
Dec 31, 2025	COHEN & STEERS, INC.	0.96%	352.86K	4.49M	58K	+19.67%
Dec 31, 2025	LPL FINANCIAL LLC	0.97%	355.58K	4.52M	10.23K	+2.96%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	1.06%	387.81K	4.93M	177.7K	+84.58%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	1.28%	469.48K	5.97M	48.53K	+11.53%
Dec 31, 2025	NWAM LLC	0.07%	27.29K	361.88K	282	+1.04%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.09%	31.59K	401.49K	3.83K	+13.81%
Dec 31, 2025		0.11%	40.55K	515.43K	40.55K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	57.17K	726.69K	3.9K	+7.32%
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	0.19%	71.3K	906.2K	71.3K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.15%	421.52K	5.36M	5.75K	+1.38%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.36%	498.76K	6.34M	56.11K	+12.67%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.04%	16.12K	204.86K	1.62K	+11.16%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.04%	16.3K	206.53K	11	+0.07%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	16.88K	221.24K	220	+1.32%
Dec 31, 2025	MOORS & CABOT, INC.	0.07%	26K	330.46K	0	0
Dec 31, 2025	INVESCO LTD.	0.14%	50.43K	640.93K	2.02K	+4.17%
Dec 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.16%	57.52K	731.08K	10.22K	+21.61%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.18%	65.8K	836.37K	1.54K	+2.40%
Dec 31, 2025	ZIMMER PARTNERS, LP	0.23%	83.2K	1.06M	55.2K	+197.14%
Dec 31, 2025	KANEN WEALTH MANAGEMENT LLC	1.41%	517.16K	6.61M	10.89K	+2.15%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	1.78%	651.74K	8.28M	-116.44K	-15.16%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	6.48K	82.37M	0	0
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.07%	25.87K	328.82K	783	+3.12%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	61.55K	782.24K	5.07K	+8.98%
Dec 31, 2025	ASSETMARK, INC	0%	1.45K	18.47K	733	+101.81%
Dec 31, 2025	GS INVESTMENTS, INC.	0.01%	2K	25.42K	0	0
Dec 31, 2025	COMERICA BANK	0.01%	2.17K	27.59K	-142	-6.14%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.01%	2.6K	33.05K	0	0
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.2%	73.29K	931.47K	41.89K	+133.39%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.21%	76.27K	969.33K	14.11K	+22.71%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.3%	109K	1.39M	4.1K	+3.91%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.46%	167.43K	2.13M	7.34K	+4.58%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	55.91K	710.58K	-8.97K	-13.82%
Dec 31, 2025	ELM3 FINANCIAL GROUP, LLC	0.09%	33.06K	420.13K	-9K	-21.41%
Dec 31, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.09%	32K	406.72K	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	2.94%	1.08M	13.72M	62.83K	+6.18%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.69%	1.35M	17.2M	12.83K	+0.96%
Dec 31, 2025	MORGAN STANLEY	5.52%	2.02M	25.74M	-9.94K	-0.49%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.08%	30.63K	389.3K	-184	-0.60%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.08%	31.4K	405.37K	31.4K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	38.19K	493K	207	+0.55%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.2%	442.65K	5.71M	1.24K	+0.28%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.07%	24.86K	321K	912	+3.81%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.04%	16.29K	214.7K	12	+0.07%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	2.75%	1.02M	13.12M	341.86K	+50.67%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.63%	1.34M	17.31M	-14.48K	-1.07%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	700	9.04K	-368	-34.46%
Sep 30, 2025	ASSETMARK, INC	0%	720	9.3K	720	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	11.74K	151.55K	11.74K	+100.00%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.03%	12.1K	156.23K	-2.73K	-18.43%
Sep 30, 2025	CATALINA CAPITAL GROUP, LLC	0.04%	12.94K	166.99K	0	0
Sep 30, 2025	CWM, LLC	0.04%	14.5K	187K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	64.87K	829.68K	-292	-0.45%
Sep 30, 2025	ROYAL BANK OF CANADA	0.48%	179.13K	2.31M	15.18K	+9.26%
Sep 30, 2025	COHEN & STEERS, INC.	0.8%	294.86K	3.81M	71.59K	+32.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.12%	415.78K	5.37M	-96.78K	-18.88%
Sep 30, 2025	KANEN WEALTH MANAGEMENT LLC	1.37%	506.27K	6.56M	3.73K	+0.74%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	2.08%	768.18K	9.92M	-202.42K	-20.86%
Sep 30, 2025	MORGAN STANLEY	5.5%	2.03M	26.27M	26.99K	+1.34%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	20.11K	259.58K	-8.75K	-30.32%
Sep 30, 2025	CORRADO ADVISORS, LLC	0.05%	18.69K	241.22K	0	0
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.05%	18.58K	239.85K	18.58K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	18.31K	236.34K	-200	-1.08%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	18.17K	234.58K	7.42K	+68.94%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	16.66K	219.2K	216	+1.31%
Sep 30, 2025	OPTIMUM INVESTMENT ADVISORS	0%	1.3K	16.78K	0	0
Sep 30, 2025	GS INVESTMENTS, INC.	0.01%	2K	25.82K	2K	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	2.6K	33.57K	0	0
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	3.06K	39.51K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	3.65K	47.15K	51	+1.42%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	6.48K	83.67K	-1.75K	-21.26%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.03%	10K	129.1K	0	0
Sep 30, 2025	CSS LLC/IL	0.03%	10.26K	132.48K	-2K	-16.31%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.03%	10.37K	133.82K	5	+0.05%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.07%	25.09K	323.88K	313	+1.26%
Sep 30, 2025	MOORS & CABOT, INC.	0.07%	26K	335.66K	250	+0.97%
Sep 30, 2025	ZIMMER PARTNERS, LP	0.08%	28K	361.48K	28K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.13%	48.41K	624.97K	33.48K	+224.16%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	53.27K	687.75K	-4.35K	-7.55%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.08%	27.76K	358.35K	3.27K	+13.37%
Sep 30, 2025	ELM3 FINANCIAL GROUP, LLC	0.11%	42.06K	542.97K	-1.47K	-3.38%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.43%	160.09K	2.07M	29.64K	+22.72%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.04%	14.5K	187.2K	0	0
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.04%	14.5K	187.2K	14.5K	+100.00%
Sep 30, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.09%	32K	413.12K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	32.66K	421.58K	-6.25K	-16.06%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.45%	167.42K	2.16M	-12.59K	-6.99%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.74%	275.3K	3.55M	11.66K	+4.42%
Sep 30, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.13%	47.3K	610.41K	47.3K	+100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.17%	64.26K	829.61K	-1.56K	-2.37%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.28%	104.9K	1.35M	33.4K	+46.71%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.3%	111.17K	1.44M	111.17K	+100.00%
Sep 30, 2025	RFG ADVISORY, LLC	0.06%	22.79K	294.19K	-2.3K	-9.17%
Sep 30, 2025	UBS GROUP AG	0.78%	288.88K	3.73M	-98.1K	-25.35%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.17%	62.15K	802.37K	19.8K	+46.75%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	56.47K	729.05K	-179	-0.32%
Sep 30, 2025	CASCADE INVESTMENT GROUP, INC.	0.09%	32.85K	424.09K	2K	+6.48%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.57%	210.11K	2.71M	125.71K	+148.94%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	21.77K	281K	-163	-0.74%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0%	1.12K	14.44K	18	+1.64%
Sep 30, 2025	NWAM LLC	0.07%	27.01K	357.87K	5.73K	+26.92%
Sep 30, 2025	LPL FINANCIAL LLC	0.93%	345.34K	4.46M	12.33K	+3.70%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.96%	353.38K	4.56M	8.27K	+2.40%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	1.14%	420.95K	5.43M	102.67K	+32.26%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.08%	30.81K	397.79K	-24.12K	-43.91%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.71%	263.64K	3.27M	263.64K	+100.00%
Jun 30, 2025	NWAM LLC	0.06%	21.28K	265.16K	4.52K	+26.93%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.04%	14.5K	179.95K	14.5K	+100.00%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.03%	12.02K	149.17K	0	0
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.03%	10.36K	128.58K	10.36K	+100.00%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.03%	10K	124.1K	0	0
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.02%	5.84K	72.45K	5.84K	+100.00%
Jun 30, 2025	COLONIAL TRUST ADVISORS	0.01%	5.23K	64.84K	5.23K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	3.6K	44.68K	54	+1.52%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	3.06K	37.98K	0	0
Jun 30, 2025	OLIVER LAGORE VANVALIN INVESTMENT GROUP	0.01%	3K	36.69M	3K	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	2.6K	32.27K	-700	-21.21%
Jun 30, 2025	OPTIMUM INVESTMENT ADVISORS	0%	1.3K	16.13K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	1.25K	15.51K	0	0
Jun 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0%	1.1K	13.65K	1.1K	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	1.07K	13.25K	0	0
Jun 30, 2025	ESTABROOK CAPITAL MANAGEMENT	0%	501	6.22K	8	+1.62%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0%	400	4.96K	0	0
Jun 30, 2025	CONCORD WEALTH PARTNERS	0%	142	1.76K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	88	1.09K	0	0
Jun 30, 2025	KEY FINANCIAL INC	0%	53	658	0	0
Jun 30, 2025	MORGAN STANLEY	5.38%	2.01M	24.92M	-2.04K	-0.10%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.63%	1.36M	16.82M	13.61K	+1.01%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	2.6%	970.6K	12.05M	-53.12K	-5.19%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.81%	674.69K	8.37M	210.02K	+45.20%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.37%	512.56K	6.36M	61.96K	+13.75%
Jun 30, 2025	UBS GROUP AG	1.04%	386.99K	4.8M	27.55K	+7.67%
Jun 30, 2025	LPL FINANCIAL LLC	0.89%	333.02K	4.13M	18.74K	+5.96%
Jun 30, 2025	ROYAL BANK OF CANADA	0.44%	163.95K	2.03M	2.89K	+1.80%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	65.16K	808.73K	-1.11K	-1.68%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.15%	54.94K	681.74K	10.54K	+23.74%
Jun 30, 2025	KANEN WEALTH MANAGEMENT LLC	1.35%	502.54K	6.24M	-82.56K	-14.11%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.18%	441.41K	5.48M	13K	+3.03%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.19%	71.5K	887.34K	17.24K	+31.78%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.18%	65.82K	816.85K	-600	-0.90%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.92%	345.11K	4.28M	-810	-0.23%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.85%	318.28K	3.95M	318.28K	+100.00%
Jun 30, 2025	COHEN & STEERS, INC.	0.6%	223.27K	2.77M	32K	+16.73%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.48%	180.01K	2.23M	-64.52K	-26.38%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.35%	130.45K	1.62M	12.96K	+11.03%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	18.51K	229.67K	-14.59K	-44.09%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.04%	16.44K	206.99K	222	+1.37%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.04%	16.38K	203.28K	16.38K	+100.00%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.04%	16.28K	202.01K	16.28K	+100.00%
Jun 30, 2025	INVESCO LTD.	0.04%	14.93K	185.33K	14.93K	+100.00%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.04%	14.84K	184.1K	23	+0.16%
Jun 30, 2025	CWM, LLC	0.04%	14.5K	180K	14.5K	+100.00%
Jun 30, 2025	CATALINA CAPITAL GROUP, LLC	0.03%	12.94K	160.52K	1.92K	+17.40%
Jun 30, 2025	CSS LLC/IL	0.03%	12.26K	152.17K	-1K	-7.54%
Jun 30, 2025	ELM3 FINANCIAL GROUP, LLC	0.12%	43.53K	540.2K	-1.4K	-3.12%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.23%	84.4K	1.05M	-25.51K	-23.21%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.18%	65.51K	813.03K	53.3K	+436.52%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	57.62K	715.12K	3.78K	+7.02%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	56.65K	703.04K	1.08K	+1.94%
Jun 30, 2025		0.12%	43.53K	540.2K	-1.4K	-3.12%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.11%	42.35K	525.58K	7.96K	+23.15%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	38.9K	482.76K	676	+1.77%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	37.99K	471K	58	+0.15%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.09%	34.86K	432.63K	1.72K	+5.19%
Jun 30, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.09%	32K	397.12K	0	0
Jun 30, 2025	CASCADE INVESTMENT GROUP, INC.	0.08%	30.85K	382.85K	0	0
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	28.86K	358.13K	4.16K	+16.86%
Jun 30, 2025	MOORS & CABOT, INC.	0.07%	25.75K	319.56K	0	0
Jun 30, 2025	RFG ADVISORY, LLC	0.07%	25.09K	311.34K	2.05K	+8.88%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.07%	24.77K	307.46K	1.4K	+5.99%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.07%	24.48K	303.85K	5.19K	+26.92%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.06%	23.94K	297K	-5.12K	-17.62%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	21.94K	272K	90	+0.41%
Jun 30, 2025	CORRADO ADVISORS, LLC	0.05%	18.69K	231.88K	0	0
Mar 31, 2025	QUANTEDGE CAPITAL PTE LTD	0.03%	12.2K	149.21K	-5.5K	-31.07%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.03%	12.21K	149.34K	12.21K	+100.00%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.09%	34.39K	420.59K	-3.18K	-8.46%
Mar 31, 2025	CSS LLC/IL	0.04%	13.26K	162.19K	0	0
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.04%	14.81K	181.15K	-759	-4.87%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.04%	15.36K	187.87K	15.36K	+100.00%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.04%	16.22K	200.62K	307	+1.93%
Mar 31, 2025	NWAM LLC	0.04%	16.77K	205.05K	5.1K	+43.67%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	18.64K	227.91K	18.64K	+100.00%
Mar 31, 2025	CORRADO ADVISORS, LLC	0.05%	18.69K	228.52K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	37.93K	464K	768	+2.07%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	38.23K	467.5K	38.23K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	21.85K	267K	-660	-2.93%
Mar 31, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.09%	32K	391.36K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	33.1K	404.81K	0	0
Mar 31, 2025	WALLEYE CAPITAL LLC	0.09%	33.14K	405.3K	14.12K	+74.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.12%	44.4K	542.95K	17.35K	+64.17%
Mar 31, 2025		0.12%	44.93K	549.53K	-8.93K	-16.58%
Mar 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.12%	46.3K	524.58K	2.7K	+6.19%
Mar 31, 2025	UBS GROUP AG	0.96%	359.43K	4.4M	-70K	-16.30%
Mar 31, 2025	MORGAN STANLEY	5.39%	2.01M	24.58M	-26.11K	-1.28%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	53.84K	658.49K	14.25K	+35.98%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	66.28K	810.61K	6.35K	+10.60%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.18%	66.42K	812.34K	15.72K	+31.01%
Mar 31, 2025	RFG ADVISORY, LLC	0.06%	23.04K	281.8K	23.04K	+100.00%
Mar 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.06%	23.38K	285.88K	3.28K	+16.32%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.07%	24.7K	302.02K	24.7K	+100.00%
Mar 31, 2025	MOORS & CABOT, INC.	0.07%	25.75K	314.92K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.08%	29.06K	355K	2.71K	+10.28%
Mar 31, 2025	CASCADE INVESTMENT GROUP, INC.	0.08%	30.85K	377.3K	4.55K	+17.30%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.19%	72.08K	881.51K	72.08K	+100.00%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.29%	109.91K	1.33M	-8.41K	-7.11%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.31%	117.49K	1.44M	25.38K	+27.56%
Mar 31, 2025	ROYAL BANK OF CANADA	0.43%	161.06K	1.97M	-3.42K	-2.08%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.15%	428.41K	5.24M	-15.98K	-3.60%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.21%	450.6K	5.51M	-31.72K	-6.58%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.15%	54.26K	663.6K	17.83K	+48.96%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	55.57K	679.67K	48	+0.09%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.25%	464.67K	5.68M	231.96K	+99.68%
Mar 31, 2025	KANEN WEALTH MANAGEMENT LLC	1.57%	585.1K	7.16M	311.98K	+114.23%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	2.74%	1.02M	12.52M	-49.53K	-4.62%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.59%	1.34M	16.41M	59.72K	+4.66%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.05%	19.29K	235.93K	1.92K	+11.06%
Mar 31, 2025	AQR ARBITRAGE LLC	0.06%	20.66K	251.72K	-71.67K	-77.62%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.06%	21.23K	259.68K	4.47K	+26.69%
Mar 31, 2025	COHEN & STEERS, INC.	0.51%	191.27K	2.34M	-25K	-11.56%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.66%	244.53K	2.99M	-5.11K	-2.05%
Mar 31, 2025	LPL FINANCIAL LLC	0.84%	314.28K	3.84M	-3.48K	-1.09%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.93%	345.92K	4.23M	887	+0.26%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.03%	12.02K	147.01K	610	+5.35%
Mar 31, 2024	ROYAL BANK OF CANADA	0.45%	170.63K	1.63M	5.54K	+3.35%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0%	0	-	-15.78K	-100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	0	-	-10.8K	-100.00%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.01%	3.2K	30.59K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.01%	4.77K	45.57K	4.77K	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	5.8K	55.45K	-7.8K	-57.35%
Mar 31, 2024	COMERICA BANK	0.03%	10.06K	96.14K	0	0
Mar 31, 2024	CETERA ADVISORS LLC	0.03%	11.62K	111.05K	1.57K	+15.66%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	12.67K	121.14K	1.71K	+15.60%
Mar 31, 2024	AQR ARBITRAGE LLC	0.49%	188.1K	1.8M	82.39K	+77.94%
Mar 31, 2024	COHEN & STEERS, INC.	0.53%	201.27K	1.92M	8K	+4.14%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	0.62%	236.73K	2.26M	-307.62K	-56.51%
Mar 31, 2024	LPL FINANCIAL LLC	0.65%	247.68K	2.37M	-38.98K	-13.60%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.72%	274.16K	2.62M	40.19K	+17.18%
Mar 31, 2024	UBS GROUP AG	0.83%	317.1K	3.03M	-41.31K	-11.53%
Mar 31, 2024	UNITED ADVISOR GROUP, LLC	0.84%	320.42K	3.06M	320.42K	+100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.94%	358.75K	3.43M	-53.24K	-12.92%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.11%	422.06K	4.03M	28.03K	+7.11%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	1.33%	507.02K	4.85M	69.28K	+15.83%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.03%	775.3K	7.41M	86.38K	+12.54%
Mar 31, 2024	MORGAN STANLEY	5.04%	1.92M	18.38M	165.02K	+9.39%
Mar 31, 2024	CSS LLC/IL	0.03%	12.98K	124.05K	285	+2.25%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	2.08%	793.5K	7.59M	77.96K	+10.89%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.04%	14.4K	137.66K	14.4K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.04%	17.05K	162.95K	2.96K	+21.04%
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.05%	18.23K	165.69K	18.23K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.05%	19.2K	183.51K	46	+0.24%
Mar 31, 2024	CORRADO ADVISORS, LLC	0.05%	19.65K	187.81K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.06%	22.76K	218K	103	+0.45%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.07%	25.08K	239.72K	165	+0.66%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.07%	25.3K	241.89K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.07%	25.32K	242.02K	-1.97K	-7.21%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.07%	25.39K	218.85K	6.66K	+35.55%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.08%	30.16K	288K	-750	-2.43%
Mar 31, 2024	WEALTH ADVISORS OF TAMPA BAY, LLC	0.08%	32K	305.92K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.08%	32.25K	308.27K	-7.55K	-18.97%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	34.29K	327.79K	34.29K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	42.73K	409K	42.73K	+100.00%
Mar 31, 2024	S. R. SCHILL & ASSOCIATES	0.11%	42.98K	410.92K	-26.41K	-38.06%
Mar 31, 2024	NBC SECURITIES, INC.	0.12%	44.99K	431K	-632	-1.39%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.12%	45.2K	432.11K	-10.2K	-18.41%
Mar 31, 2024	DOLIVER ADVISORS, LP	0.12%	45.84K	438.21K	-7.84K	-14.61%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.13%	51.26K	490K	-27.9K	-35.25%
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	0.18%	67.39K	644.26K	-106.05K	-61.14%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.24%	89.83K	858.77K	-207.68K	-69.81%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.25%	94.6K	904.39K	40.08K	+73.52%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.28%	108.75K	1.04M	-3.15K	-2.82%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.31%	119.35K	1.14M	21.68K	+22.20%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.37%	139.85K	1.34M	90.1K	+181.13%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.39%	147.81K	1.41M	8.39K	+6.02%
Mar 31, 2024	RPO LLC	0.39%	149.76K	1.43M	-78.43K	-34.37%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.4%	151.8K	1.45M	151.8K	+100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-5.51K	-100.00%
Mar 31, 2024	CTC ALTERNATIVE STRATEGIES, LTD.	0%	0	-	-15.38K	-100.00%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0%	0	-	-25.09K	-100.00%
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2024	CITIGROUP INC	0%	1	10	0	0
Mar 31, 2024	KEY FINANCIAL INC	0%	53	507	0	0
Mar 31, 2024	ESTABROOK CAPITAL MANAGEMENT	0%	460	4.4K	20	+4.55%
Mar 31, 2024	CENTER FOR FINANCIAL PLANNING, INC.	0%	1K	9.56K	1K	+100.00%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	1.07K	10.21K	0	0
Mar 31, 2024	FINTRUST CAPITAL ADVISORS, LLC	0%	1.3K	12.43K	1.3K	+100.00%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	2.7K	25.81K	0	0
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.01%	3.06K	29.25K	0	0
Dec 31, 2023	NBC SECURITIES, INC.	0.12%	45.62K	418K	21.82K	+91.69%
Dec 31, 2023	CETERA ADVISORS LLC	0.03%	10.04K	92.09K	10.04K	+100.00%
Dec 31, 2023		0.05%	18.22K	167.05K	18.22K	+100.00%
Dec 31, 2023	DOLIVER ADVISORS, LP	0.14%	53.68K	492.23K	0	0
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.14%	54.52K	499.93K	28K	+105.55%
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.15%	55.4K	508.02K	23.2K	+72.05%
Dec 31, 2023	S. R. SCHILL & ASSOCIATES	0.18%	69.39K	636.33K	464	+0.67%
Dec 31, 2023	ESCHLER ASSET MANAGEMENT LLP	0.19%	70.76K	631.14K	-10K	-12.38%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.21%	79.16K	725.86K	-107.02K	-57.48%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.26%	97.67K	895.62K	36.57K	+59.84%
Dec 31, 2023	AQR ARBITRAGE LLC	0.28%	105.71K	969.33K	105.71K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.29%	111.9K	1.03M	-9.49K	-7.82%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.37%	139.42K	1.28M	41.63K	+42.56%
Dec 31, 2023	ROYAL BANK OF CANADA	0.43%	165.1K	1.51M	-60.8K	-26.92%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.45%	173.44K	1.59M	55.88K	+47.53%
Dec 31, 2023	COHEN & STEERS, INC.	0.51%	193.27K	1.77M	15K	+8.41%
Dec 31, 2023	RPO LLC	0.6%	228.19K	2.09M	115.82K	+103.07%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.61%	233.98K	2.15M	17.77K	+8.22%
Dec 31, 2023	LPL FINANCIAL LLC	0.75%	286.67K	2.63M	96.03K	+50.37%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.78%	297.51K	2.73M	37.59K	+14.46%
Dec 31, 2023	UBS GROUP AG	0.94%	358.41K	3.29M	281.9K	+368.47%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.03%	394.03K	3.61M	394.03K	+100.00%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	1.08%	411.98K	3.78M	131.91K	+47.10%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	1.15%	437.74K	4.01M	232.69K	+113.48%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	1.43%	544.36K	4.99M	317.89K	+140.37%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.8%	688.92K	6.32M	86.14K	+14.29%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	1.87%	715.55K	6.56M	441.6K	+161.20%
Dec 31, 2023	MORGAN STANLEY	4.6%	1.76M	16.12M	112.62K	+6.84%
Dec 31, 2023	COMERICA BANK	0.03%	10.06K	92.21K	-12.5K	-55.42%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	10.8K	99.04K	10K	+1,250.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	10.96K	100.52K	8.37K	+323.24%
Dec 31, 2023	CSS LLC/IL	0.03%	12.69K	116.38K	591	+4.88%
Dec 31, 2023	NOMURA HOLDINGS INC	0.03%	13.25K	121.5K	13.25K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	13.6K	124.71K	1.3K	+10.57%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.04%	14.08K	129.13K	14.08K	+100.00%
Dec 31, 2023	STRATEGIQ FINANCIAL GROUP, LLC	0.04%	14.4K	132.05K	-800	-5.26%
Dec 31, 2023	CTC ALTERNATIVE STRATEGIES, LTD.	0.04%	15.38K	141K	15.38K	+100.00%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	15.78K	144.66K	-800	-4.83%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.05%	18.73K	171.75K	-6.66K	-26.23%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.13%	49.75K	456.16K	6.47K	+14.94%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.05%	19.15K	175.61K	19.15K	+100.00%
Dec 31, 2023	CORRADO ADVISORS, LLC	0.05%	19.65K	180.15K	0	0
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.06%	22.66K	208K	5.43K	+31.55%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.06%	24.52K	224.82K	24.52K	+100.00%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.07%	24.91K	228.43K	-165	-0.66%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.07%	25.09K	230.11K	-19.99K	-44.34%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.07%	25.3K	232.02K	-941	-3.59%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.07%	27.28K	250.18K	1.58K	+6.14%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.08%	30.91K	283K	2.35K	+8.24%
Dec 31, 2023	WEALTH ADVISORS OF TAMPA BAY, LLC	0.08%	32K	293.44K	32K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.1%	39.79K	364.91K	-14.79K	-27.10%

Insiders

Among the DPG insiders holding of 0.11% of the stake in company, METLIFE INVESTMENT MANAGEMENT, LLC, 10 percent owner, holds the largest shares of 252K. ELVEKROG ERIC, VP & Chief Investment Officer, is the second largest DPG insider with ownership of 16.2K shares. GRUMHAUS DAVID D JR., President and CEO, stands third with possession of 11.61K shares of that stake.

Insiders	Designation	Shares Held
METLIFE INVESTMENT MANAGEMENT, LLC	10 percent owner	252K
ELVEKROG ERIC	VP & Chief Investment Officer	16.2K
GRUMHAUS DAVID D JR.	President and CEO	11.61K
POLLARD CARL F	director	10K
GENETSKI ROBERT J	director	6.9K
POINDEXTER CHRISTIAN H	director	6.37K
VITALE DAVID J	director	6K
MCNAMARA GERALDINE M	director	4.91K
JANSEN DEBORAH A	VP & Chief Investment Officer	4K
BRADLEY WILLIAM PATRICK III	Vice President & Treasurer	3.39K
BURKE DONALD C	director	2.6K
MORAN EILEEN A	director	2.5K
PETRISKO DANIEL	EVP and Assistant Secretary	2.47K
PARTAIN NATHAN I	President and CEO	2K
CUSACK MAREILE B.	director	1.34K
AYLWARD GEORGE R		1.2K
MCLOUGHLIN PHILIP R	director	1.14K
CONNER STEWART E	director	1K
LAMPTON NANCY	director	1K
KAHRER MARK G.	director	1K
BEITTEL T BROOKS	Secretary	533
PORTER JACQUELINE	Vice President	350

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 09, 2026	BRADLEY WILLIAM PATRICK III	PURCHASE	13.81	3.25K	44.87K	3.39K
Aug 25, 2025	GRUMHAUS DAVID D JR.	PURCHASE	12.77	1.2K	15.32K	11.61K
Aug 15, 2025	KAHRER MARK G.	PURCHASE	12.69	1K	12.69K	1K
May 29, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	25.00	252K	6.3M	252K
Feb 19, 2025	MCNAMARA GERALDINE M	SALE	11.95	440	5.26K	4.91K
Nov 26, 2024	GRUMHAUS DAVID D JR.	PURCHASE	12.32	1.5K	18.48K	9.88K
Apr 09, 2024	GRUMHAUS DAVID D JR.	PURCHASE	9.42	3K	28.26K	8K
Jul 31, 2023	GRUMHAUS DAVID D JR.	PURCHASE	10.01	2.5K	25.03K	5K
Jun 20, 2023	PETRISKO DANIEL	PURCHASE	9.82	450	4.42K	2.47K
Jun 16, 2023	GRUMHAUS DAVID D JR.	PURCHASE	10.08	2.5K	25.2K	2.5K
Jun 16, 2023	ELVEKROG ERIC	PURCHASE	10.07	3K	30.21K	16.2K
Apr 26, 2023	CUSACK MAREILE B.	PURCHASE	12.58	1.34K	16.79K	1.34K
Jan 06, 2020	ELVEKROG ERIC	PURCHASE	15.25	1K	15.25K	13.2K
May 16, 2019	ELVEKROG ERIC	PURCHASE	15.02	1K	15.02K	12.2K
Dec 28, 2018	ELVEKROG ERIC	PURCHASE	11.78	3.91K	46.03K	11.2K
Apr 09, 2018	PETRISKO DANIEL	PURCHASE	0.00	1.2K	-	1.2K
Sep 25, 2017	ELVEKROG ERIC	PURCHASE	16.11	1.4K	22.55K	7.29K
Aug 15, 2017	ELVEKROG ERIC	PURCHASE	16.18	1.5K	24.27K	5.89K
Jan 09, 2017	BRADLEY WILLIAM PATRICK III	PURCHASE	15.93	225	3.58K	648
Jan 03, 2017	ELVEKROG ERIC	PURCHASE	15.59	1.3K	20.27K	4.39K
Nov 14, 2016	PORTER JACQUELINE	PURCHASE	14.47	350	5.06K	350
Jan 26, 2016	VITALE DAVID J	PURCHASE	12.99	1K	12.99K	6K
Dec 29, 2015	POINDEXTER CHRISTIAN H	PURCHASE	14.74	2.24K	33.02K	6.37K
Nov 13, 2015	JANSEN DEBORAH A	PURCHASE	14.84	2K	29.68K	4K
Sep 02, 2015	VITALE DAVID J	PURCHASE	16.38	5K	81.9K	5K
Sep 29, 2014	BURKE DONALD C	PURCHASE	20.74	2.6K	53.93K	2.6K
Apr 01, 2014	BRADLEY WILLIAM PATRICK III	PURCHASE	19.81	280	5.55K	280
May 30, 2013	AYLWARD GEORGE R	PURCHASE	19.30	1.2K	23.16K	1.2K
Nov 15, 2012	JANSEN DEBORAH A	PURCHASE	16.72	1K	16.72K	2K
Jun 12, 2012	POLLARD CARL F	PURCHASE	17.57	5K	87.85K	10K
Jun 01, 2012	MCLOUGHLIN PHILIP R	PURCHASE	16.92	100	1.69K	1.14K
May 24, 2012	BRADLEY WILLIAM PATRICK III	PURCHASE	16.88	143	2.41K	143
May 17, 2012	GENETSKI ROBERT J	PURCHASE	17.00	1.9K	32.29K	6.9K
Nov 17, 2011	GENETSKI ROBERT J	PURCHASE	18.78	100	1.88K	4.1K
Oct 28, 2011	MCLOUGHLIN PHILIP R	PURCHASE	19.08	1K	19.08K	1K
Oct 18, 2011	CONNER STEWART E	PURCHASE	19.06	1K	19.06K	1K
Oct 13, 2011	POINDEXTER CHRISTIAN H	PURCHASE	17.98	3.06K	54.93K	3.06K
Oct 03, 2011	PARTAIN NATHAN I	PURCHASE	17.93	2K	35.86K	2K
Sep 27, 2011	BEITTEL T BROOKS	PURCHASE	17.89	533	9.54K	533
Sep 27, 2011	JANSEN DEBORAH A	PURCHASE	17.69	1K	17.69K	1K
Sep 23, 2011	ELVEKROG ERIC	PURCHASE	18.24	1.5K	27.36K	1.5K
Sep 16, 2011	GENETSKI ROBERT J	PURCHASE	19.00	2K	38K	2K
Sep 01, 2011	VITALE DAVID J	PURCHASE	20.02	5K	100.09K	5K
Aug 30, 2011	LAMPTON NANCY	PURCHASE	20.00	1K	20K	1K
Aug 04, 2011	MCNAMARA GERALDINE M	PURCHASE	20.00	3K	60K	3K
Jul 26, 2011	POLLARD CARL F	PURCHASE	20.00	5K	100K	5K
Jul 26, 2011	MORAN EILEEN A	PURCHASE	20.00	2.5K	50K	2.5K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE3.25K1

SALES00

NET SHARES3.25K1

SHARES HELD3.39K1

% NET SHARES-4.21%0%

Frequently Asked Questions