How many institutions own DSL 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 DSL shares is 197, representing 21.04% of the company's common stock.

Who are the major shareholders selling DoubleLine Income Solutions Fund stock?

INVESCO LTD., in the last quarter, reduced its stake in DSL by -2.49% restricting it's holding to 1.08 million shares of worth nearly $11.69M. STRATEGIC WEALTH PARTNERS, LTD. also lessened -0.43% of the DSL shares from its portfolio, reducing its holding to 197.33 thousand shares of worth $2.14M. JANE STREET GROUP, LLC also shunned DSL shares holding by -53.92% last quarter which brought its holding to 106.71 thousand shares worth $1.16M.

Investors who are buying DSL stock?

As per its latest 13F filing, CONCURRENT INVESTMENT ADVISORS, LLC increased its stake in DSL by 4.59% in the last quarter. The institutional holder raised its holding to 139.94 thousand shares having worth more than $1.52M. AMERIPRISE FINANCIAL INC also added 5.45% more shares of DSL to its portfolio, raising its holding to 933.06 thousand shares of worth $10.10M. ROYAL BANK OF CANADA also increased its DSL shares holding by 14.89% which brought its holding to 889.34 thousand shares worth $9.63M.

DSL's major insiders: who are they?

The insider with the most stakes in DSL is Lucido Louis C. , Secretary at the company. Additionally, DSL stock is highly held by Portfolio Manager of DSL Baha Bonnie and Vice President Sherman Jeffrey J. among others.

Did an insider recently sell DSL stock?

Company executives, directors, and other insiders own N/A percent of DoubleLine Income Solutions Fund's stock. Within the last six months, there have been 0 transaction(s) in which DSL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include NUSSBAUM SAMUEL B and DOWNS CHRISTOPHER HUNTER.

Which insider recently purchased DSL stock?

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

How much of DSL does insiders own?

Around 0 DoubleLine Income Solutions Fund shares are held by insiders, which represents about N/A of DSL stock.

Who is the insider with the largest stake?

DSL Secretary, Lucido Louis C. holds the largest portfolio of the company's shares. DSL shares owned by Lucido total nearly 7.33 thousand.

Which institution holds the most shares in DSL?

CONCURRENT INVESTMENT ADVISORS, LLC is the largest institutional owner in DSL which holds 139.94 thousand shares worth $1.52M or 0.12% of the total DSL shares outstanding followed by INVESCO LTD. with ownership of 1.08 million shares representing 0.95% of the DSL ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 933.06 thousand shares or 0.82% of the ownership worth more than $10.10M.

Is DoubleLine Income Solutions 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 DSL is concerned, it is a stock which is optionable.

Is there a short position on DSL's shares?

Number of DSL 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 DSL shares are there?

As of today, null shares of DSL are outstanding.

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

DSL 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 DSL is null.

DoubleLine Income Solutions Fund (DSL) 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

OptionableYes

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

21.04% Percentage of Shares held by All Institutions

21.04% Percentage of Float held by Institutions

197

Number of Institutions Holding Shares

Institutional Ownership

About 21.04% of DSL shares are held by financial institutions. CONCURRENT INVESTMENT ADVISORS, LLC is the top corporate investor, holding 139.94K shares valued at $1.52M. A 0.12% stake in DoubleLine Income Solutions Fund is owned by the company. INVESCO LTD. owns 1.08M shares valued at $11.69M, which translates its holding of 0.95% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.12%	139.94K	1.52M	6.14K	+4.59%
Mar 31, 2026	INVESCO LTD.	0.95%	1.08M	11.69M	-27.52K	-2.49%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.82%	933.06K	10.1M	48.26K	+5.45%
Mar 31, 2026	ROYAL BANK OF CANADA	0.78%	889.34K	9.63M	115.25K	+14.89%
Mar 31, 2026	LPL FINANCIAL LLC	0.51%	576.92K	6.25M	6.52K	+1.14%
Mar 31, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0.17%	197.33K	2.14M	-858	-0.43%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.17%	187.97K	2.04M	24.42K	+14.93%
Mar 31, 2026	ACTIVEST WEALTH MANAGEMENT	0.12%	133.37K	1.44M	18.48K	+16.08%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	118.57K	1.28M	9.48K	+8.69%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.1%	114.73K	1.24M	114.73K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.09%	106.71K	1.16M	-124.88K	-53.92%
Mar 31, 2026	OPPENHEIMER & CO INC	0.05%	55.98K	606.27K	1.3K	+2.38%
Mar 31, 2026	FOSTER & MOTLEY INC	0.05%	55.16K	597K	-3.24K	-5.55%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.05%	55.14K	597.11K	6.57K	+13.52%
Mar 31, 2026	FORT SHERIDAN ADVISORS LLC	0.05%	54.75K	592.97K	201	+0.37%
Mar 31, 2026	NBC SECURITIES, INC.	0.05%	52.4K	567.51K	330	+0.63%
Mar 31, 2026	PEREGRINE ASSET ADVISERS, INC.	0.04%	50.42K	546.05K	-225	-0.44%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.04%	49.26K	533.43K	5.39K	+12.27%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.21%	240.39K	2.6M	3.51K	+1.48%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.22%	246.67K	2.67M	-1.59K	-0.64%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.22%	254.85K	2.76M	46.31K	+22.21%
Mar 31, 2026	TRINITY LEGACY PARTNERS, LLC	0.25%	282.35K	3.17M	8.88K	+3.25%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.32%	366.8K	3.97M	-6.63K	-1.78%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.34%	383.95K	4.16M	-11.21K	-2.84%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.67%	758.01K	8.21M	139.02K	+22.46%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.04%	48.72K	527.65K	-457	-0.93%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.33%	2.65M	28.67M	294.57K	+12.52%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.06%	66.88K	724.31K	-26.51K	-28.39%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.06%	67.39K	748.89K	24.11K	+55.72%
Mar 31, 2026	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.57%	2.92M	31.57M	16.54K	+0.57%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.48%	543.39K	5.88M	129.69K	+31.35%
Mar 31, 2026	MATRIX PRIVATE CAPITAL GROUP LLC	0.09%	99.62K	1.08M	99.62K	+100.00%
Mar 31, 2026	XTX TOPCO LTD	0.06%	73.16K	792.28K	4.38K	+6.37%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.07%	75.12K	813.54K	18.66K	+33.05%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	119.65K	1.3M	7.02K	+6.23%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.29%	334.02K	3.62M	179.05K	+115.53%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.42%	1.62M	17.49M	1.16M	+255.81%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.37%	415.44K	4.5M	-18.46K	-4.25%
Mar 31, 2026	COHEN & STEERS, INC.	0.38%	428.99K	4.65M	80K	+22.92%
Mar 31, 2026	INTELLECTUS PARTNERS, LLC	0.41%	461.9K	5M	23.91K	+5.46%
Mar 31, 2026	RAREVIEW CAPITAL LLC	0.07%	76.1K	931.4K	-37.27K	-32.87%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	79.27K	858.52K	22.21K	+38.92%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.1%	118.46K	1.28M	-1.9K	-1.57%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.08%	89.69K	971.35K	2.79K	+3.21%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	1.78%	2.02M	21.87M	1.42M	+235.40%
Mar 31, 2026	PARAGON CAPITAL MANAGEMENT INC	0.09%	105.49K	1.14M	-99	-0.09%
Mar 31, 2026	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.11%	128.2K	1.39M	7.95K	+6.61%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.14%	153.66K	1.66M	16.84K	+12.31%
Mar 31, 2026	M HOLDINGS SECURITIES, INC.	0.18%	208.15K	2.3M	67.9K	+48.41%
Mar 31, 2026	JOURNEY ADVISORY GROUP, LLC	0.2%	231.54K	2.51M	2.53K	+1.11%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	117.65K	1.27M	2K	+1.73%
Mar 31, 2026	MORGAN STANLEY	2.04%	2.32M	25.12M	-399.24K	-14.69%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.41%	467.59K	5.06M	34.35K	+7.93%
Mar 31, 2026	SOVRAN ADVISORS, LLC	0.08%	94.59K	1.05M	2.06K	+2.22%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.08%	91.45K	990K	11.4K	+14.23%
Mar 31, 2026	LEFT BRAIN WEALTH MANAGEMENT, LLC	0.06%	64.32K	696.56K	2.22K	+3.58%
Mar 31, 2026	UBS GROUP AG	0.83%	947.35K	10.26M	-96.89K	-9.28%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.59%	665.55K	7.21M	17.24K	+2.66%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.49%	557.03K	6.03M	74.97K	+15.55%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.28%	320.05K	3.47M	-71.05K	-18.17%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	0.06%	64.07K	694K	-48.77K	-43.22%
Mar 31, 2026	GHE, LLC	0.05%	58.55K	634.1K	11.07K	+23.33%
Mar 31, 2026	RAMIAH INVESTMENT GROUP	0.05%	57.55K	623.28K	-1.79K	-3.02%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.13%	148.26K	1.61M	-602.93K	-80.26%
Dec 31, 2025	JOURNEY ADVISORY GROUP, LLC	0.2%	229.01K	2.58M	4.25K	+1.89%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.18%	208.54K	2.35M	9.59K	+4.82%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.53%	602.04K	6.78M	55.72K	+10.20%
Dec 31, 2025	LPL FINANCIAL LLC	0.5%	570.4K	6.43M	-43.37K	-7.07%
Dec 31, 2025	INTELLECTUS PARTNERS, LLC	0.39%	437.98K	4.94M	4.62K	+1.07%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.35%	395.16K	4.45M	54.49K	+15.99%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.34%	391.1K	4.41M	-61.76K	-13.64%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.3%	338.49K	3.81M	122.63K	+56.81%
Dec 31, 2025	JANE STREET GROUP, LLC	0.2%	231.59K	2.61M	135.74K	+141.63%
Dec 31, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.17%	198.19K	2.23M	0	0
Dec 31, 2025	FOSTER & MOTLEY INC	0.05%	58.41K	658K	-1.15K	-1.93%
Dec 31, 2025	RAMIAH INVESTMENT GROUP	0.05%	59.34K	668.8K	3.66K	+6.57%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	59.37K	670.82K	2.19K	+3.84%
Dec 31, 2025	LEFT BRAIN WEALTH MANAGEMENT, LLC	0.05%	62.1K	699.83K	8.42K	+15.68%
Dec 31, 2025	XTX TOPCO LTD	0.06%	68.78K	775.12K	68.78K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.07%	80.05K	902K	5.2K	+6.95%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.08%	86.9K	979.37K	-12.1K	-12.23%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.55%	618.99K	6.98M	-6.15K	-0.98%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.57%	648.31K	7.31M	-202.79K	-23.83%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.66%	751.18K	8.47M	751.18K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.68%	774.09K	8.72M	81.96K	+11.84%
Dec 31, 2025	UBS GROUP AG	0.92%	1.04M	11.77M	-14.57K	-1.38%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.07%	2.35M	26.52M	955.01K	+68.32%
Dec 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.55%	2.9M	32.67M	-7.13K	-0.25%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.38%	433.24K	4.88M	46.52K	+12.03%
Dec 31, 2025	TRINITY LEGACY PARTNERS, LLC	0.24%	273.47K	3.08M	-25.71K	-8.59%
Dec 31, 2025	NBC SECURITIES, INC.	0.05%	52.07K	586.84K	-2.05K	-3.79%
Dec 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.05%	52.68K	593.73K	-1.43K	-2.65%
Dec 31, 2025	FORT SHERIDAN ADVISORS LLC	0.05%	54.55K	614.79K	-34.83K	-38.97%
Dec 31, 2025	OPPENHEIMER & CO INC	0.05%	54.68K	616.22K	3.14K	+6.09%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	56.46K	636.28K	-407	-0.72%
Dec 31, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	56.52K	637.02K	9.08K	+19.14%
Dec 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.11%	120.25K	1.36M	8.78K	+7.87%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.37%	416.58K	4.69M	306.32K	+277.79%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.38%	433.9K	4.89M	3.79K	+0.88%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.42%	482.06K	5.43M	482.06K	+100.00%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.78%	884.17K	9.96M	884.17K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.78%	884.8K	9.97M	117.72K	+15.35%
Dec 31, 2025	INVESCO LTD.	0.98%	1.11M	12.48M	99.87K	+9.92%
Dec 31, 2025	SOVRAN ADVISORS, LLC	0.08%	92.53K	1.05M	4.92K	+5.61%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	93.39K	1.05M	93.39K	+100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.08%	93.46K	1.05M	-14.33K	-13.29%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.09%	97.32K	1.1M	-98.14K	-50.21%
Dec 31, 2025	PARAGON CAPITAL MANAGEMENT INC	0.09%	105.59K	1.19M	15.43K	+17.12%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	109.09K	1.23M	-853.46K	-88.67%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	112.63K	1.27M	-8.78K	-7.23%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.1%	112.83K	1.27M	112.83K	+100.00%
Dec 31, 2025	RAREVIEW CAPITAL LLC	0.1%	113.36K	1.39M	113.36K	+100.00%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.1%	114.9K	1.29M	-53.76K	-31.87%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	115.65K	1.3M	-7.49K	-6.08%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	120.36K	1.36M	-6.04K	-4.78%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.12%	133.8K	1.51M	8.13K	+6.47%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.14%	163.56K	1.84M	-16.31K	-9.07%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.21%	236.88K	2.67M	1.24K	+0.52%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	136.82K	1.54M	-25.45K	-15.68%
Dec 31, 2025	M HOLDINGS SECURITIES, INC.	0.12%	140.25K	1.58M	140.25K	+100.00%
Dec 31, 2025	EVOKE WEALTH, LLC	0.05%	56.72K	639.28K	-78.67K	-58.11%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	74.81K	843.15K	54.6K	+270.15%
Dec 31, 2025	MAREX GROUP PLC	0.13%	146.07K	1.65M	146.07K	+100.00%
Dec 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.14%	154.98K	1.75M	1.78K	+1.16%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.16%	184.34K	2.08M	184.34K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	248.27K	2.8M	1.57K	+0.64%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.4%	453.99K	5.12M	72.46K	+18.99%
Dec 31, 2025	E&G ADVISORS, LP	0.04%	49.7K	560.12K	-5.8K	-10.45%
Dec 31, 2025	CYPRESS CAPITAL GROUP	0.04%	49.9K	562.32K	0	0
Dec 31, 2025	PEREGRINE ASSET ADVISERS, INC.	0.04%	50.65K	570.77K	18.97K	+59.90%
Dec 31, 2025	CERITY PARTNERS LLC	0.05%	51.4K	579.28K	0	0
Dec 31, 2025	MORGAN STANLEY	2.39%	2.72M	30.63M	-393.81K	-12.65%
Dec 31, 2025	COHEN & STEERS, INC.	0.31%	348.99K	3.93M	0	0
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.36%	413.7K	4.66M	162.59K	+64.75%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	126.4K	1.55M	19.14K	+17.84%
Sep 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.12%	130.1K	1.6M	-109	-0.08%
Sep 30, 2025	EVOKE WEALTH, LLC	0.12%	135.4K	1.66M	-62.04K	-31.42%
Sep 30, 2025	TRINITY LEGACY PARTNERS, LLC	0.27%	299.18K	3.52M	2.39K	+0.80%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.31%	340.67K	4.18M	96.55K	+39.55%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.34%	381.52K	4.69M	-46.59K	-10.88%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	0.38%	415.87K	234.99K	396.73K	+2,073.23%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.39%	430.1K	5.28M	7.09K	+1.68%
Sep 30, 2025	INTELLECTUS PARTNERS, LLC	0.39%	433.37K	5.32M	-8.91K	-2.01%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.49%	546.32K	6.71M	102.13K	+22.99%
Sep 30, 2025	LPL FINANCIAL LLC	0.55%	613.77K	7.54M	50.22K	+8.91%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.77%	851.1K	10.45M	568.24K	+200.90%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.87%	962.55K	11.82M	370.84K	+62.67%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.1%	107.79K	1.32M	129	+0.12%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.41%	452.87K	5.56M	-292.09K	-39.21%
Sep 30, 2025	PARAGON CAPITAL MANAGEMENT INC	0.08%	90.15K	1.11M	1.81K	+2.05%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.26%	1.4M	17.17M	17.41K	+1.26%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.63%	2.91M	35.69M	-319.88K	-9.92%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	40.75K	500.41K	12.5K	+44.25%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.04%	42.98K	499.8K	-1.29K	-2.91%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	45.72K	561K	-11.22K	-19.70%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	46.65K	572.83K	-948	-1.99%
Sep 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.14%	153.2K	1.88M	426	+0.28%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	162.26K	2.01M	17.86K	+12.37%
Sep 30, 2025	COHEN & STEERS, INC.	0.32%	348.99K	4.29M	0	0
Sep 30, 2025	MARINER, LLC	0.08%	91.97K	1.13M	47.82K	+108.33%
Sep 30, 2025	JANE STREET GROUP, LLC	0.09%	95.85K	1.18M	78.25K	+444.73%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.09%	99.01K	1.22M	4.28K	+4.51%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.35%	386.72K	4.75M	155.73K	+67.42%
Sep 30, 2025	INVESCO LTD.	0.91%	1.01M	12.37M	71.37K	+7.63%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.07%	74.85K	919K	2.46K	+3.40%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	56.87K	698.3K	396	+0.70%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	57.17K	699.2K	11.08K	+24.03%
Sep 30, 2025	UBS GROUP AG	0.96%	1.06M	13M	39.49K	+3.87%
Sep 30, 2025	FOSTER & MOTLEY INC	0.05%	59.56K	731K	1.51K	+2.59%
Sep 30, 2025	MGO ONE SEVEN LLC	0.05%	60.49K	742.83K	674	+1.13%
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.05%	60.55K	743.55K	5K	+9.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.63%	692.13K	8.5M	84.17K	+13.84%
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.08%	87.62K	1.03M	701	+0.81%
Sep 30, 2025	FORT SHERIDAN ADVISORS LLC	0.08%	89.38K	1.1M	-8.06K	-8.27%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.69%	767.08K	9.36M	88.65K	+13.07%
Sep 30, 2025	MORGAN STANLEY	2.81%	3.11M	38.22M	-37.65K	-1.20%
Sep 30, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.04%	47.45K	582.63K	8.11K	+20.63%
Sep 30, 2025	GHE, LLC	0.04%	47.48K	583.01K	0	0
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.04%	49K	601.75K	311	+0.64%
Sep 30, 2025	CYPRESS CAPITAL GROUP	0.05%	49.9K	612.71K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.05%	51.4K	631.19K	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	51.54K	632.87K	2.74K	+5.61%
Sep 30, 2025	LEFT BRAIN WEALTH MANAGEMENT, LLC	0.05%	53.68K	659.19K	13.13K	+32.38%
Sep 30, 2025	E&G ADVISORS, LP	0.05%	55.5K	681.54K	0	0
Sep 30, 2025	RAMIAH INVESTMENT GROUP	0.05%	55.68K	683.79K	55.68K	+100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.18%	198.95K	2.44M	48.41K	+32.15%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.2%	215.86K	2.65M	134.69K	+165.94%
Sep 30, 2025	JOURNEY ADVISORY GROUP, LLC	0.2%	224.76K	2.76M	-2.75K	-1.21%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.1%	110.27K	1.35M	89.25K	+424.69%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.57%	625.14K	7.68M	-4.9K	-0.78%
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.15%	168.66K	2.07M	8.11K	+5.05%
Sep 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.1%	111.47K	1.37M	3.12K	+2.88%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	121.42K	1.49M	-586	-0.48%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	179.87K	2.21M	3.33K	+1.88%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.08%	89.89K	1.1M	-18.65K	-17.18%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.18%	195.46K	2.4M	193.66K	+10,759.06%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.18%	198.19K	2.43M	830	+0.42%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.21%	235.64K	2.89M	55.61K	+30.89%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	246.7K	3.03M	22.96K	+10.26%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.23%	251.11K	3.08M	73.28K	+41.21%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	123.14K	1.51M	4.08K	+3.42%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	125.67K	1.54M	8.79K	+7.52%
Jun 30, 2025	LPL FINANCIAL LLC	0.51%	563.55K	6.9M	34.82K	+6.58%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.22%	244.13K	2.99M	164.53K	+206.71%
Jun 30, 2025	JOURNEY ADVISORY GROUP, LLC	0.21%	227.51K	2.78M	615	+0.27%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.16%	180.03K	2.2M	121.64K	+208.33%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.16%	177.83K	2.18M	54.44K	+44.12%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	177.76K	2.18M	1.7K	+0.96%
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.15%	160.55K	1.97M	-5.82K	-3.50%
Jun 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.14%	152.77K	1.87M	2.84K	+1.89%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.14%	150.54K	1.84M	33.09K	+28.17%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	119.06K	1.46M	18.58K	+18.49%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	116.89K	1.43M	7.81K	+7.16%
Jun 30, 2025	HEROLD ADVISORS, INC.	0.1%	114.95K	1.41M	114.95K	+100.00%
Jun 30, 2025	MORGAN STANLEY	2.86%	3.15M	38.55M	153.68K	+5.13%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	176.54K	2.16M	2.9K	+1.67%
Jun 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.12%	130.21K	1.59M	480	+0.37%
Jun 30, 2025	SUMMIT X, LLC	0.09%	102.73K	1.26M	-14.48K	-12.35%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.06%	70.69K	865.35K	6.48K	+10.08%
Jun 30, 2025	MGO ONE SEVEN LLC	0.05%	59.82K	732.16K	59.82K	+100.00%
Jun 30, 2025	FOSTER & MOTLEY INC	0.05%	58.05K	711K	-691	-1.18%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	56.94K	697K	4.12K	+7.81%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	56.47K	691.18K	56.47K	+100.00%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.05%	56.05K	686.08K	-1.67K	-2.88%
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.05%	55.55K	679.93K	-30K	-35.07%
Jun 30, 2025	E&G ADVISORS, LP	0.05%	55.5K	679.32K	-1K	-1.77%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	53.75K	657.9K	-500	-0.92%
Jun 30, 2025	NBC SECURITIES, INC.	0.05%	53.48K	654	-2.03K	-3.66%
Jun 30, 2025	CERITY PARTNERS LLC	0.05%	51.4K	629.14K	-1.92K	-3.60%
Jun 30, 2025	CYPRESS CAPITAL GROUP	0.05%	49.9K	610.72K	49.9K	+100.00%
Jun 30, 2025	SEQUENT PLANNING LLC	0.04%	49.16K	601.68K	11.58K	+30.81%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.04%	48.69K	595.98K	401	+0.83%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	46.09K	565.11K	-4.38K	-8.67%
Jun 30, 2025	HRT FINANCIAL LP	0.04%	45.07K	551K	45.07K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	223.74K	2.74M	10.08K	+4.72%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	122K	1.49M	-1.13K	-0.92%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	144.41K	1.77M	1.85K	+1.30%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.18%	197.36K	2.42M	197.36K	+100.00%
Jun 30, 2025	PIN OAK INVESTMENT ADVISORS INC	0.04%	42.07K	530K	0	0
Jun 30, 2025	EASTERLY INVESTMENT PARTNERS LLC	0.04%	40.13K	491.15K	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.04%	39.82K	487.35K	39.82K	+100.00%
Jun 30, 2025	ARCUS CAPITAL PARTNERS, LLC	0.04%	38.61K	472.57K	-13.43K	-25.80%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.03%	33.85K	414.36K	-9.79K	-22.42%
Jun 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.03%	33.59K	411.09K	-5.85K	-14.84%
Jun 30, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.03%	33.19K	406.28K	772	+2.38%
Jun 30, 2025	PEREGRINE ASSET ADVISERS, INC.	0.03%	31.83K	389.63K	12	+0.04%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.03%	29K	354.94K	363	+1.27%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.03%	28.25K	345.78K	0	0
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.02%	25.77K	315.47K	12.36K	+92.07%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.02%	24.71K	302.43K	-50.57K	-67.18%
Jun 30, 2025	APRIEM ADVISORS	0.02%	22.3K	272.95K	0	0
Jun 30, 2025	FIRST FOUNDATION ADVISORS	0.02%	20.55K	251.57K	-3.38K	-14.13%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.57%	630.03K	7.71M	793	+0.13%
Jun 30, 2025	MARINER, LLC	0.04%	44.15K	540.34K	965	+2.23%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.93%	3.23M	39.49M	35.83K	+1.12%
Jun 30, 2025	ROYAL BANK OF CANADA	0.55%	607.97K	7.44M	18.73K	+3.18%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	591.71K	7.24M	-216.18K	-26.76%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.4%	444.19K	5.44M	13.11K	+3.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.39%	428.12K	5.24M	16.68K	+4.05%
Jun 30, 2025	EVOKE WEALTH, LLC	0.18%	197.44K	2.42M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.25%	1.38M	16.9M	107.84K	+8.47%
Jun 30, 2025	UBS GROUP AG	0.93%	1.02M	12.48M	21.26K	+2.13%
Jun 30, 2025	INVESCO LTD.	0.85%	935.73K	11.45M	23.67K	+2.60%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.68%	744.96K	9.12M	12.19K	+1.66%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.62%	678.43K	8.3M	17.56K	+2.66%
Jun 30, 2025	INTELLECTUS PARTNERS, LLC	0.4%	442.28K	5.41M	-5.68K	-1.27%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.1%	108.54K	1.33M	-12.82K	-10.56%
Jun 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.1%	108.35K	1.33M	6.17K	+6.04%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.1%	107.66K	1.31M	11.25K	+11.66%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	107.27K	1.31M	2.63K	+2.51%
Jun 30, 2025	FORT SHERIDAN ADVISORS LLC	0.09%	97.44K	1.19M	-39.97K	-29.09%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.09%	94.73K	1.16M	-921	-0.96%
Jun 30, 2025	LECONTE WEALTH MANAGEMENT, LLC	0.22%	237.4K	2.91M	-821.95K	-77.59%
Jun 30, 2025	PARAGON CAPITAL MANAGEMENT INC	0.08%	88.34K	1.08M	-221	-0.25%
Jun 30, 2025	SOVRAN ADVISORS, LLC	0.08%	86.92K	1.06M	-3.28K	-3.64%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.38%	423.02K	5.18M	5.07K	+1.21%
Jun 30, 2025	COHEN & STEERS, INC.	0.32%	348.99K	4.27M	0	0
Jun 30, 2025	TRINITY LEGACY PARTNERS, LLC	0.27%	296.79K	3.58M	4.38K	+1.50%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	282.85K	3.46M	16.54K	+6.21%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.21%	230.98K	2.83M	11.62K	+5.30%
Jun 30, 2025		0.08%	86.92K	1.06M	-3.28K	-3.64%
Jun 30, 2025	FIERA CAPITAL CORP	0.08%	83.26K	1.02M	-781	-0.93%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.07%	81.17K	993.51K	61.09K	+304.17%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.07%	72.39K	886K	-1.98K	-2.66%
Mar 31, 2025	M HOLDINGS SECURITIES, INC.	0.07%	75.44K	951K	1.63K	+2.20%
Mar 31, 2025	EVOKE WEALTH, LLC	0.18%	197.44K	2.49M	-390	-0.20%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	213.66K	2.69M	442	+0.21%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.2%	219.36K	2.77M	-1.05K	-0.48%
Mar 31, 2025	JOURNEY ADVISORY GROUP, LLC	0.21%	226.9K	2.86M	226.9K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	266.31K	3.36M	26.7K	+11.14%
Mar 31, 2025	SUMMIT X, LLC	0.11%	117.21K	1.48M	-37.83K	-24.40%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.37%	411.44K	5.19M	219	+0.05%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.38%	417.95K	5.27M	-2.74K	-0.65%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.67%	732.76K	9.24M	47.48K	+6.93%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.73%	807.89K	10.19M	-38.96K	-4.60%
Mar 31, 2025	INVESCO LTD.	0.83%	912.06K	11.5M	32.1K	+3.65%
Mar 31, 2025	UBS GROUP AG	0.91%	998.06K	12.59M	-67.76K	-6.36%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.16%	1.27M	16.05M	48.93K	+4.00%
Mar 31, 2025	MORGAN STANLEY	2.72%	3M	37.78M	110.77K	+3.84%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.9%	3.19M	40.23M	-8.29K	-0.26%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.07%	79.6K	1M	6.52K	+8.92%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.11%	121.35K	1.53M	3.75K	+3.19%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	123.13K	1.55M	15.94K	+14.87%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.16%	173.65K	2.19M	5.34K	+3.17%
Mar 31, 2025	COHEN & STEERS, INC.	0.32%	348.99K	4.4M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.54%	589.23K	7.43M	-19.82K	-3.25%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.11%	123.39K	1.56M	-64.42K	-34.30%
Mar 31, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.12%	129.73K	1.64M	-5.17K	-3.83%
Mar 31, 2025	FORT SHERIDAN ADVISORS LLC	0.12%	137.41K	1.73M	-13.55K	-8.98%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	142.55K	1.8M	36.11K	+33.93%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.57%	629.24K	7.93M	-32.74K	-4.95%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.6%	660.87K	8.33M	-30.01K	-4.34%
Mar 31, 2025	FIERA CAPITAL CORP	0.08%	84.05K	1.06M	0	0
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.08%	85.55K	1.08M	18.5K	+27.59%
Mar 31, 2025		0.08%	88.57K	1.12M	-4.69K	-5.03%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.11%	117.45K	1.48M	19.31K	+19.67%
Mar 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.14%	149.94K	1.89M	2.38K	+1.61%
Mar 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.15%	166.37K	2.1M	22K	+15.24%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.07%	74.36K	938K	1.42K	+1.95%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	75.28K	949.3K	45.79K	+155.22%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.09%	95.65K	1.21M	-7.75K	-7.50%
Mar 31, 2025	TRINITY LEGACY PARTNERS, LLC	0.27%	292.41K	3.59M	18.83K	+6.88%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.09%	96.41K	1.22M	6.45K	+7.17%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	100.48K	1.27M	-15.67K	-13.49%
Mar 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.09%	102.18K	1.29M	12.17K	+13.52%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	104.64K	1.32M	1.7K	+1.65%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	109.07K	1.38M	39.32K	+56.37%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.39%	431.08K	5.44M	3.33K	+0.78%
Mar 31, 2025	INTELLECTUS PARTNERS, LLC	0.41%	447.96K	5.65M	-11.49K	-2.50%
Mar 31, 2025	LPL FINANCIAL LLC	0.48%	528.74K	6.67M	15.89K	+3.10%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	176.06K	2.22M	6.24K	+3.67%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.19%	204.14K	2.57M	-650	-0.32%
Mar 31, 2024	HERR INVESTMENT GROUP LLC	0.55%	561.32K	7.13M	1.3K	+0.23%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	597.32K	7.59M	272.79K	+84.06%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.71%	724.41K	9.2M	-7.05K	-0.96%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.04%	44.99K	571.34K	15.87K	+54.50%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.05%	46.23K	587.08K	1.28K	+2.84%
Mar 31, 2024	EASTERLY INVESTMENT PARTNERS LLC	0.05%	46.59K	591.66K	5.4K	+13.11%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.05%	47.26K	600.19K	47.26K	+100.00%
Mar 31, 2024		0.05%	49.23K	625.21K	49.23K	+100.00%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.05%	50.47K	641.03K	1.64K	+3.36%
Mar 31, 2024	CERITY PARTNERS LLC	0.05%	51.4K	652.78K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	57.19K	726K	57.19K	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0.06%	57.99K	736.42K	2.11K	+3.77%
Mar 31, 2024	NBC SECURITIES, INC.	0.06%	58.73K	745K	2.54K	+4.52%
Mar 31, 2024	E&G ADVISORS, LP	0.06%	60.35K	766.45K	-100	-0.17%
Mar 31, 2024	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.06%	60.83K	772.55K	9.29K	+18.02%
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.06%	64.22K	815.64K	860	+1.36%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.05%	47.26K	600.19K	598	+1.28%
Mar 31, 2024	STRATEGIC WEALTH PARTNERS, LTD.	0.11%	116.06K	1.47M	0	0
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.12%	118.96K	1.51M	-6.84K	-5.44%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.13%	133.11K	1.69M	12.88K	+10.71%
Mar 31, 2024	FORT SHERIDAN ADVISORS LLC	0.14%	139.72K	1.77M	1.93K	+1.40%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.16%	162.89K	2.07M	21.15K	+14.92%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	164.32K	2.09M	4.01K	+2.50%
Mar 31, 2024	TRINITY LEGACY PARTNERS, LLC	0.16%	166.56K	2.12M	670	+0.40%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.17%	170.01K	2.16M	170.01K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.17%	174.38K	2.21M	1.35K	+0.78%
Mar 31, 2024	SUMMIT X, LLC	0.18%	180.02K	2.29M	1.65K	+0.93%
Mar 31, 2024	EVOKE WEALTH, LLC	0.2%	202.19K	2.57M	178.69K	+760.36%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.21%	219.73K	2.79M	-2.1K	-0.95%
Mar 31, 2024	EVERGREEN CAPITAL MANAGEMENT LLC	0.22%	226.68K	2.88M	-3.92K	-1.70%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.24%	247.11K	3.14M	205.92K	+499.96%
Mar 31, 2024	COHEN & STEERS, INC.	0.34%	348.99K	4.43M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.43%	445.02K	5.65M	21.34K	+5.04%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.55%	559.9K	7.11M	48.9K	+9.57%
Mar 31, 2024	ROYAL BANK OF CANADA	0.65%	662.25K	8.41M	12.78K	+1.97%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.8%	823.07K	10.45M	507.8K	+161.06%
Mar 31, 2024	UBS GROUP AG	1.28%	1.32M	16.7M	117.99K	+9.85%
Mar 31, 2024	MORGAN STANLEY	2.71%	2.78M	35.29M	66.25K	+2.44%
Mar 31, 2024	MCGOWAN GROUP ASSET MANAGEMENT, INC.	3.69%	3.78M	48.01M	28.15K	+0.75%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.27%	280.55K	3.56M	-22.64K	-7.47%
Mar 31, 2024	INVESCO LTD.	0.74%	756.84K	9.61M	-266.56K	-26.05%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.95%	969.63K	12.31M	186.3K	+23.78%
Mar 31, 2024	FOSTER & MOTLEY INC	0.07%	69.85K	887K	3.6K	+5.43%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	71.18K	903.93K	-3.19K	-4.29%
Mar 31, 2024	TRIUMPH CAPITAL MANAGEMENT	0.07%	71.26K	914.21K	899	+1.28%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.07%	74.36K	944.42K	-13.94K	-15.79%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.08%	78.95K	1M	-12.53K	-13.70%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	81.97K	1.04M	899	+1.11%
Mar 31, 2024	FIERA CAPITAL CORP	0.08%	84.08K	1.07M	369	+0.44%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.08%	85.88K	1.09M	85.88K	+100.00%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.08%	85.88K	1.09M	-1.24K	-1.43%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.09%	90.21K	1.15M	2.16K	+2.45%
Mar 31, 2024	M HOLDINGS SECURITIES, INC.	0.07%	69.11K	878K	-1.85K	-2.61%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.09%	91.25K	1.16M	52K	+132.48%
Mar 31, 2024	ARCUS CAPITAL PARTNERS, LLC	0.09%	95.3K	1.21M	2.37K	+2.55%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.1%	98.87K	1.26M	-1.72K	-1.71%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	102.36K	1.3M	16.6K	+19.36%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.1%	105.49K	1.34M	-5.59K	-5.03%
Mar 31, 2024	MATRIX PRIVATE CAPITAL GROUP LLC	0.11%	109.32K	1.39M	25	+0.02%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	109.51K	1.39M	-476	-0.43%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.31%	314.66K	4M	172	+0.05%
Mar 31, 2024	INTELLECTUS PARTNERS, LLC	0.36%	369.1K	4.69M	30.54K	+9.02%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.44%	455.14K	5.78M	-15.21K	-3.23%
Mar 31, 2024	LPL FINANCIAL LLC	0.54%	552.2K	7.01M	70.4K	+14.61%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.14%	141.73K	1.73M	1.14K	+0.81%
Dec 31, 2023	GOLDEN STATE EQUITY PARTNERS	0.15%	149K	1.82M	-2.11K	-1.40%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	160.31K	1.96M	1.5K	+0.94%
Dec 31, 2023	TRINITY LEGACY PARTNERS, LLC	0.16%	165.89K	2.03M	119.63K	+258.57%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.17%	173.03K	2.12M	-38.4K	-18.16%
Dec 31, 2023	SUMMIT X, LLC	0.17%	178.37K	2.18M	-285	-0.16%
Dec 31, 2023	EVOKE WEALTH, LLC	0.2%	202.58K	2.48M	-8.24K	-3.91%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.22%	221.83K	2.72M	316	+0.14%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	0.22%	230.6K	2.82M	-4.6K	-1.95%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.3%	303.19K	3.71M	9.86K	+3.36%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.31%	314.49K	3.85M	11.34K	+3.74%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.31%	315.28K	3.86M	21.83K	+7.44%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	324.53K	3.97M	271.02K	+506.48%
Dec 31, 2023	INTELLECTUS PARTNERS, LLC	0.33%	338.56K	4.14M	67.75K	+25.02%
Dec 31, 2023	COHEN & STEERS, INC.	0.34%	348.99K	4.27M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.41%	423.68K	5.19M	-69.13K	-14.03%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.46%	470.35K	5.75M	-5.61K	-1.18%
Dec 31, 2023	LPL FINANCIAL LLC	0.47%	481.8K	5.9M	-24.7K	-4.88%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.5%	511K	6.25M	63.02K	+14.07%
Dec 31, 2023	HERR INVESTMENT GROUP LLC	0.55%	560.02K	6.85M	-17.64K	-3.05%
Dec 31, 2023	ROYAL BANK OF CANADA	0.63%	649.47K	7.95M	-308.38K	-32.19%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.71%	731.47K	8.95M	193.76K	+36.03%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.76%	783.32K	9.59M	-28K	-3.45%
Dec 31, 2023	INVESCO LTD.	1%	1.02M	12.53M	211.94K	+26.12%
Dec 31, 2023	UBS GROUP AG	1.17%	1.2M	14.66M	196.21K	+19.60%
Dec 31, 2023	MORGAN STANLEY	2.64%	2.71M	33.2M	-358.05K	-11.66%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	3.66%	3.75M	45.93M	250.27K	+7.15%
Dec 31, 2023	FOSTER & MOTLEY INC	0.06%	66.25K	811K	-9.79K	-12.88%
Dec 31, 2023	TRIUMPH CAPITAL MANAGEMENT	0.07%	70.36K	861.17K	4.67K	+7.11%
Dec 31, 2023	M HOLDINGS SECURITIES, INC.	0.07%	70.96K	869K	-7.21K	-9.22%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	73.97K	6.04M	73.97K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	74.37K	910.24K	11.33K	+17.96%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	81.07K	992.31K	-2.83K	-3.37%
Dec 31, 2023	FIERA CAPITAL CORP	0.08%	83.71K	1.02M	0	0
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	84.56K	1.04M	84.56K	+100.00%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.08%	85.76K	1.05M	797	+0.94%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.08%	87.12K	1.07M	-1.8K	-2.02%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.09%	88.05K	1.08M	5.45K	+6.60%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.09%	88.31K	1.08M	-4.17K	-4.51%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.09%	91.48K	1.12M	5.25K	+6.09%
Dec 31, 2023	ARCUS CAPITAL PARTNERS, LLC	0.09%	92.93K	1.14M	-497.67K	-84.26%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.1%	100.58K	1.23M	-1.91K	-1.86%
Dec 31, 2023	PETTINGA FINANCIAL ADVISORS, LLC	0.1%	107.43K	1.31M	-33.89K	-23.98%
Dec 31, 2023	MATRIX PRIVATE CAPITAL GROUP LLC	0.11%	109.29K	1.34M	109.29K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.11%	109.98K	1.35M	11.27K	+11.41%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.11%	111.09K	1.36M	35.07K	+46.14%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.12%	120.23K	1.47M	-7.79K	-6.08%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.12%	125.8K	1.54M	-20.26K	-13.87%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.13%	133.61K	1.64M	2.95K	+2.26%
Dec 31, 2023	FORT SHERIDAN ADVISORS LLC	0.13%	137.8K	1.69M	25.47K	+22.68%

Insiders

Among the DSL insiders holding of N/A of the stake in company, LUCIDO LOUIS C., Secretary, holds the largest shares of 7.33K. BAHA BONNIE, Portfolio Manager of DSL, is the second largest DSL insider with ownership of 7K shares. SHERMAN JEFFREY J., Vice President, stands third with possession of 1K shares of that stake.

Insiders	Designation	Shares Held
LUCIDO LOUIS C.	Secretary	7.33K
BAHA BONNIE	Portfolio Manager of DSL	7K
SHERMAN JEFFREY J.	Vice President	1K
GUIA YOUSE	Chief Compliance Officer	100
NUSSBAUM SAMUEL B		0
DOWNS CHRISTOPHER HUNTER		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 08, 2024	GUIA YOUSE	PURCHASE	12.89	100	1.29K	100
Jun 04, 2015	NUSSBAUM SAMUEL B	SALE	20.47	50	1.02K	0
Jun 03, 2015	DOWNS CHRISTOPHER HUNTER	SALE	20.57	1K	20.57K	0
Dec 04, 2014	BAHA BONNIE	PURCHASE	21.09	7K	147.63K	7K
Sep 09, 2014	SHERMAN JEFFREY J.	PURCHASE	21.68	1K	21.68K	1K
Sep 06, 2013	SHERMAN JEFFREY J.	PURCHASE	20.50	1K	20.5K	1K
Sep 06, 2013	LUCIDO LOUIS C.	PURCHASE	20.50	7.33K	150.16K	7.33K

Frequently Asked Questions