How many institutions own DSU 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 DSU shares is 99, representing 22.32% of the company's common stock.

Who are the major shareholders selling BlackRock Debt Strategies Fund, Inc. stock?

CITIGROUP INC, in the last quarter, reduced its stake in DSU by -3.89% restricting it's holding to 42.22 thousand shares of worth nearly $404.86K. VIRTUS INVESTMENT ADVISERS, INC. also lessened -10.31% of the DSU shares from its portfolio, reducing its holding to 51.5 thousand shares of worth $493.90K. UBS GROUP AG also shunned DSU shares holding by -18.86% last quarter which brought its holding to 118.23 thousand shares worth $1.13M.

Investors who are buying DSU stock?

As per its latest 13F filing, PNC FINANCIAL SERVICES GROUP, INC. increased its stake in DSU by 5.58% in the last quarter. The institutional holder raised its holding to 42.5 thousand shares having worth more than $407.61K. EQUITABLE HOLDINGS, INC. also added 73.24% more shares of DSU to its portfolio, raising its holding to 57.16 thousand shares of worth $579.99K. NEWEDGE ADVISORS, LLC also increased its DSU shares holding by 4.47% which brought its holding to 88.43 thousand shares worth $848.02K.

DSU's major insiders: who are they?

The insider with the most stakes in DSU is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, DSU stock is highly held by Keenan James and Hart Leland among others.

Did an insider recently sell DSU stock?

Company executives, directors, and other insiders own 0% percent of BlackRock Debt Strategies Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which DSU insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GARFIN MITCHELL, SABA CAPITAL MANAGEMENT, L.P., and BOOTH KEVIN.

Which insider recently purchased DSU stock?

There have been 0 transaction(s) during the past 6-months in which BlackRock Debt Strategies Fund, Inc. insiders have bought stock, totalling 0 shares

How much of DSU does insiders own?

Around 0 BlackRock Debt Strategies Fund, Inc. shares are held by insiders, which represents about 0% of DSU stock.

Who is the insider with the largest stake?

DSU 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. DSU shares owned by Saba total nearly 5.26 million.

Which institution holds the most shares in DSU?

CITIGROUP INC is the largest institutional owner in DSU which holds 42.22 thousand shares worth $404.86K or 0.07% of the total DSU shares outstanding followed by PNC FINANCIAL SERVICES GROUP, INC. with ownership of 42.5 thousand shares representing 0.07% of the DSU ownership. VIRTUS INVESTMENT ADVISERS, INC. is the third largest stakeholder with 51.5 thousand shares or 0.09% of the ownership worth more than $493.90K.

Is BlackRock Debt Strategies 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 DSU is concerned, it is a stock which is not optionable.

Is there a short position on DSU's shares?

Number of DSU 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 DSU shares are there?

As of today, null shares of DSU are outstanding.

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

DSU 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 DSU is null.

BlackRock Debt Strategies Fund (DSU) 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% Percentage of Shares held by All Insiders

22.32% Percentage of Shares held by All Institutions

22.32% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 22.32% of DSU shares are held by financial institutions. CITIGROUP INC is the top corporate investor, holding 42.22K shares valued at $404.86K. A 0.07% stake in BlackRock Debt Strategies Fund, Inc. is owned by the company. PNC FINANCIAL SERVICES GROUP, INC. owns 42.5K shares valued at $407.61K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CITIGROUP INC	0.07%	42.22K	404.86K	-1.71K	-3.89%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	42.5K	407.61K	2.25K	+5.58%
Mar 31, 2026	VIRTUS INVESTMENT ADVISERS, INC.	0.09%	51.5K	493.9K	-5.92K	-10.31%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.1%	57.16K	579.99K	24.17K	+73.24%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.16%	88.43K	848.02K	3.79K	+4.47%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	112.82K	1.08M	46.31K	+69.63%
Mar 31, 2026	UBS GROUP AG	0.21%	118.23K	1.13M	-27.48K	-18.86%
Mar 31, 2026	REGISTER FINANCIAL ADVISORS LLC	0.05%	28.56K	273.89K	-4K	-12.29%
Mar 31, 2026	ROYAL BANK OF CANADA	0.22%	125.76K	1.21M	3.96K	+3.25%
Mar 31, 2026	BISON WEALTH, LLC	0.23%	133.01K	1.32M	2.98K	+2.29%
Mar 31, 2026	SMITH ASSET MANAGEMENT CO., LLC	0.35%	199.53K	1.91M	16.57K	+9.05%
Mar 31, 2026	JANE STREET GROUP, LLC	0.06%	32.42K	310.87K	-22.06K	-40.49%
Mar 31, 2026	NEPSIS INC.	0.03%	17.65K	169.23K	-1.53K	-7.97%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.03%	19.31K	185.19K	0	0
Mar 31, 2026	GREENUP STREET WEALTH MANAGEMENT LLC	0.52%	293.13K	2.81M	21.01K	+7.72%
Mar 31, 2026	TREK FINANCIAL, LLC	0.04%	20.75K	199.03K	0	0
Mar 31, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0.58%	329.05K	3.16M	50K	+17.92%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.03%	17.31K	166K	17.31K	+100.00%
Mar 31, 2026	KFA PRIVATE WEALTH GROUP, LLC	0.03%	15.94K	152.89K	347	+2.23%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0.03%	15.5K	148.65K	-151	-0.96%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	15.3K	146.73K	15.3K	+100.00%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	14.71K	141.03K	-1.81K	-10.97%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	14.85K	142K	234	+1.60%
Mar 31, 2026	ASTORIA PORTFOLIO ADVISORS LLC.	0.02%	13.39K	132.29K	-1.14K	-7.86%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.02%	11.97K	114.75K	-445	-3.59%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.02%	11.7K	112.23K	-50.84K	-81.29%
Mar 31, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.02%	9.78K	93.75K	0	0
Mar 31, 2026	CKW FINANCIAL GROUP	0.01%	7.71K	75K	0	0
Mar 31, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.01%	6.46K	61.92K	191	+3.05%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.08%	46.76K	448K	30.32K	+184.52%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.08%	43.8K	420.06K	-341	-0.77%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.2%	112.62K	1.08M	2.88K	+2.63%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.18%	102.7K	984.93K	2.46K	+2.45%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.15%	84.59K	861.16K	0	0
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.14%	79.68K	765.03K	-33.37K	-29.52%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.05%	29.19K	279.94K	1.11K	+3.96%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.14%	77.9K	747.1K	-14.74K	-15.91%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.05%	25.63K	245.78K	4.57K	+21.72%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.04%	25.02K	239.98K	0	0
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.04%	23.72K	227.46K	-667	-2.74%
Mar 31, 2026	KELLEHER FINANCIAL ADVISORS	0.04%	23.6K	226.31K	1.63K	+7.40%
Mar 31, 2026	JACKSON HOLE CAPITAL PARTNERS, LLC	0.04%	22.19K	212.75K	-120	-0.54%
Mar 31, 2026		0.04%	19.93K	191.14K	-21.79K	-52.22%
Mar 31, 2026	MORGAN STANLEY	7.86%	4.47M	42.88M	136.14K	+3.14%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.89%	507.22K	4.86M	41.22K	+8.84%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.72%	406.83K	3.9M	44.25K	+12.20%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.63%	360.53K	3.46M	-13.1K	-3.51%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.42%	238.6K	2.29M	-9.71K	-3.91%
Mar 31, 2026	GRANITESHARES ADVISORS LLC	0.42%	236.63K	2.27M	-27.08K	-10.27%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.41%	232.02K	2.23M	-319	-0.14%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.12%	69.75K	675.21K	-11.06K	-13.68%
Mar 31, 2026	CREATIVE PLANNING	0.11%	60.21K	577.38K	134	+0.22%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	58.95K	565K	5.1K	+9.46%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.8%	455.49K	4.37M	48.21K	+11.84%
Mar 31, 2026	INVESCO LTD.	0.99%	562.1K	5.39M	-75.13K	-11.79%
Mar 31, 2026	OAK HILL ADVISORS LP	1.02%	578.92K	5.55M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.24%	706.49K	6.78M	-28.75K	-3.91%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.56%	1.46M	13.96M	-132.5K	-8.34%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	2.98%	1.7M	16.27M	988.17K	+139.59%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.06%	33.1K	317.38K	-1.39K	-4.03%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.06%	34.5K	330.86K	1.5K	+4.55%
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.06%	35.35K	338.96K	27.72K	+363.54%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.02%	12.41K	126.34K	-346	-2.71%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.04%	23.35K	238K	0	0
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.04%	24.39K	248.97K	-154	-0.63%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	24.51K	249.54K	24.51K	+100.00%
Dec 31, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.51%	279.05K	2.84M	3.89K	+1.41%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	16.52K	168.16K	1.18K	+7.67%
Dec 31, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.03%	16.99K	172.93K	-2.27K	-11.77%
Dec 31, 2025	STONEX GROUP INC.	0.03%	18.93K	192.69K	18.93K	+100.00%
Dec 31, 2025	NEPSIS INC.	0.03%	19.18K	195.2K	19.18K	+100.00%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	19.31K	196.59K	0	0
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.04%	20.51K	165.43K	3.61K	+21.37%
Dec 31, 2025	TREK FINANCIAL, LLC	0.04%	20.75K	211.28K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	21.06K	214.34K	237	+1.14%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	84.64K	861.64K	-3.87K	-4.37%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.33%	182.97K	1.86M	-221	-0.12%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	65.54K	667.21K	-8.06K	-10.95%
Dec 31, 2025	ROYAL BANK OF CANADA	0.22%	121.8K	1.24M	334	+0.28%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.05%	25.02K	254.75K	25.02K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	28.08K	285.84K	-83	-0.29%
Dec 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.06%	32.56K	331.46K	1K	+3.17%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.06%	32.81K	334.05K	930	+2.92%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	66.51K	677.03K	98	+0.15%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.15%	80.81K	822.65K	-17.94K	-18.16%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.15%	81.57K	830.41K	81.57K	+100.00%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.18%	100.25K	1.02M	3.5K	+3.62%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	109.74K	1.12M	-14.56K	-11.71%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.21%	113.05K	1.15M	-1.05K	-0.92%
Dec 31, 2025	UBS GROUP AG	0.26%	145.71K	1.48M	24.86K	+20.57%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.3%	167.08K	1.7M	-22.87K	-12.04%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.42%	232.34K	2.37M	40.63K	+21.20%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.66%	362.58K	3.69M	44.7K	+14.06%
Dec 31, 2025	BISON WEALTH, LLC	0.24%	130.03K	1.26M	58.79K	+82.52%
Dec 31, 2025	KELLEHER FINANCIAL ADVISORS	0.04%	21.97K	223.7K	21.97K	+100.00%
Dec 31, 2025	JACKSON HOLE CAPITAL PARTNERS, LLC	0.04%	22.31K	227.07K	0	0
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.06%	33K	335.9K	7.26K	+28.19%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.06%	33K	335.94K	4.5K	+15.79%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.06%	34.48K	351.04K	-6.09K	-15.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	40.26K	409.82K	-8.19K	-16.90%
Dec 31, 2025		0.08%	41.72K	424.68K	41.72K	+100.00%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.08%	44.14K	449.38K	3.23K	+7.91%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	53.86K	548K	936	+1.77%
Dec 31, 2025	JANE STREET GROUP, LLC	0.1%	54.47K	554.55K	54.47K	+100.00%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.1%	57.42K	584.53K	-20.81K	-26.60%
Dec 31, 2025	CREATIVE PLANNING	0.11%	60.07K	611.55K	1	0.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.11%	62.54K	636.67K	-3.17K	-4.82%
Dec 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.74%	407.28K	4.15M	5.32K	+1.32%
Dec 31, 2025	OAK HILL ADVISORS LP	1.05%	578.92K	5.89M	0	0
Dec 31, 2025	INVESCO LTD.	1.16%	637.23K	6.49M	-34.57K	-5.15%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.88%	1.59M	16.17M	40.45K	+2.61%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.15%	84.59K	861.16K	-2.05K	-2.36%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	92.64K	943.08K	1.91K	+2.11%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.03%	15.65K	159.33K	151	+0.97%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.03%	16.43K	167K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	248.3K	2.53M	-1.74K	-0.69%
Dec 31, 2025	GRANITESHARES ADVISORS LLC	0.48%	263.7K	2.68M	-21.81K	-7.64%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.85%	466.01K	4.74M	89.94K	+23.92%
Dec 31, 2025	CKW FINANCIAL GROUP	0.01%	7.71K	78K	0	0
Dec 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.02%	9.78K	99.52K	0	0
Dec 31, 2025	HRT FINANCIAL LP	0.02%	10.27K	104K	10.27K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.02%	12.62K	128.51K	-18.51K	-59.46%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	14.62K	149K	228	+1.58%
Dec 31, 2025	COMERICA BANK	0.03%	15.3K	155.75K	2.8K	+22.40%
Dec 31, 2025	KFA PRIVATE WEALTH GROUP, LLC	0.03%	15.6K	158.76K	322	+2.11%
Dec 31, 2025	CITIGROUP INC	0.08%	43.93K	447.16K	29.63K	+207.17%
Dec 31, 2025	GREENUP STREET WEALTH MANAGEMENT LLC	0.49%	272.11K	2.77M	272.11K	+100.00%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.68%	373.63K	3.8M	-106.94K	-22.25%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.28%	707.93K	7.21M	65.54K	+10.20%
Dec 31, 2025	LPL FINANCIAL LLC	1.33%	735.24K	7.48M	11.91K	+1.65%
Dec 31, 2025	MORGAN STANLEY	7.86%	4.33M	44.13M	348.62K	+8.75%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.21%	98.75K	1.05M	1.27K	+1.30%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.24%	114.1K	1.21M	114.1K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.13%	60.07K	637.96K	-11	-0.02%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.14%	65.71K	697.82K	5.09K	+8.40%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	66.41K	705K	626	+0.95%
Sep 30, 2025	BISON WEALTH, LLC	0.15%	71.24K	736.64K	2.61K	+3.80%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.19%	86.64K	920.12K	-237	-0.27%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	90.73K	962.72K	-1.52K	-1.65%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	124.3K	1.32M	79.49K	+177.39%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.54%	250.04K	2.66M	-22K	-8.09%
Sep 30, 2025	GRANITESHARES ADVISORS LLC	0.61%	285.51K	3.03M	25.14K	+9.66%
Sep 30, 2025	UBS GROUP AG	0.26%	120.84K	1.28M	-32.09K	-20.98%
Sep 30, 2025	ROYAL BANK OF CANADA	0.26%	121.47K	1.29M	16.03K	+15.20%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.04%	18.57K	197.26K	18.57K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	31.14K	330.67K	-1.25K	-3.86%
Sep 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.07%	31.56K	335.16K	0	0
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.07%	31.88K	338.61K	31.88K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.19%	88.51K	939.94K	1.97K	+2.28%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.81%	376.07K	3.99M	26.46K	+7.57%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	48.44K	514.45K	5.98K	+14.08%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.41%	189.95K	1.96M	189.95K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	73.6K	781.64K	6.72K	+10.05%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.5%	232.05K	2.46M	6.39K	+2.83%
Sep 30, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.86%	401.96K	4.27M	-11.61K	-2.81%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	20.82K	221.09K	130	+0.63%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.03%	480.57K	5.1M	12.85K	+2.75%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.38%	642.39K	6.82M	642.39K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	12.76K	135.47K	-904	-6.62%
Sep 30, 2025	INVESCO LTD.	1.44%	671.8K	7.13M	16.18K	+2.47%
Sep 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.03%	13.22K	138.11K	65	+0.49%
Sep 30, 2025	CITIGROUP INC	0.03%	14.3K	151.86K	-268	-1.84%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	14.39K	153K	446	+3.20%
Sep 30, 2025	KFA PRIVATE WEALTH GROUP, LLC	0.03%	15.27K	162.21K	-2.47K	-13.94%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	15.34K	162.93K	15.34K	+100.00%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.03%	15.5K	164.61K	15.5K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.55%	723.33K	7.68M	31.9K	+4.61%
Sep 30, 2025	JACKSON HOLE CAPITAL PARTNERS, LLC	0.05%	22.31K	236.88K	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.05%	23.35K	248K	0	0
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	3.32%	1.55M	16.44M	144.37K	+10.29%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.21%	96.75K	1.03M	879	+0.92%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	52.92K	562K	52.92K	+100.00%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.59%	275.16K	2.92M	64.3K	+30.49%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.68%	317.88K	3.38M	47.01K	+17.35%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.04%	16.43K	175K	0	0
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.04%	16.9K	179.46K	426	+2.59%
Sep 30, 2025	OAK HILL ADVISORS LP	1.24%	578.92K	6.15M	0	0
Sep 30, 2025	MORGAN STANLEY	8.55%	3.99M	42.33M	140.54K	+3.65%
Sep 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.04%	19.25K	204.48K	19.25K	+100.00%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.05%	24.54K	256.43K	2.25K	+10.11%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.06%	25.74K	273.35K	25.74K	+100.00%
Sep 30, 2025	TREK FINANCIAL, LLC	0.04%	20.75K	220.41K	0	0
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.39%	183.19K	1.95M	2.82K	+1.56%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.41%	191.7K	2.04M	10.53K	+5.81%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	19.31K	205.08K	-1.1K	-5.39%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	28.16K	299.09K	-224	-0.79%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.06%	28.5K	302.67K	3K	+11.76%
Sep 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.05%	21K	223.02K	-53K	-71.62%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	40.57K	430.85K	-3.38K	-7.70%
Sep 30, 2025		0.23%	106.72K	1.13M	106.72K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	5.02K	53.31K	56	+1.13%
Sep 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.01%	6.09K	64.66K	168	+2.84%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	7.12K	75.57K	0	0
Sep 30, 2025	CKW FINANCIAL GROUP	0.02%	7.71K	82K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	9.65K	102.5K	6.31K	+188.81%
Sep 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.02%	9.78K	103.82K	0	0
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.02%	10.83K	115.03K	-23.77K	-68.70%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.02%	10.86K	115.36K	146	+1.36%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.09%	40.91K	434.46K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.04%	19.82K	210.49K	0	0
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.17%	78.23K	830.82K	5.54K	+7.62%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	92.25K	974.16K	20.94K	+29.37%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	66.88K	706.25K	6.8K	+11.33%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.13%	60.62K	640.12K	-20.3K	-25.09%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	43.95K	464.15K	-4.7K	-9.65%
Jun 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.07%	31.56K	333.27K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.05%	25.41K	268.35K	-9.48K	-27.16%
Jun 30, 2025	TREK FINANCIAL, LLC	0.04%	20.75K	219.16K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	20.69K	218.46K	4.6K	+28.62%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	20.41K	215.54K	-6.6K	-24.43%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.04%	19.82K	209.3K	8K	+67.68%
Jun 30, 2025	JANE STREET GROUP, LLC	0.08%	37.89K	400.16K	37.89K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.07%	32.39K	342K	5.27K	+19.43%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	44.81K	473.18K	-6.7K	-13.01%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.05%	25.5K	269.54K	0	0
Jun 30, 2025	WEDBUSH SECURITIES INC	0.05%	23.35K	247K	-1.09K	-4.45%
Jun 30, 2025	JACKSON HOLE CAPITAL PARTNERS, LLC	0.05%	22.31K	235.54K	400	+1.83%
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.04%	19.04K	201.02K	532	+2.88%
Jun 30, 2025	KFA PRIVATE WEALTH GROUP, LLC	0.04%	17.75K	187.42K	-3.45K	-16.28%
Jun 30, 2025	MORGAN STANLEY	8.25%	3.85M	40.61B	-75.86K	-1.93%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.45%	210.86K	2.23M	210.86K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	28.39K	299.76K	48	+0.17%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	3.01%	1.4M	14.82M	186.48K	+15.32%
Jun 30, 2025	LPL FINANCIAL LLC	1.48%	691.44K	7.3M	138.46K	+25.04%
Jun 30, 2025	INVESCO LTD.	1.41%	655.62K	6.92M	4.35K	+0.67%
Jun 30, 2025	OAK HILL ADVISORS LP	1.24%	578.92K	6.11M	-18.08K	-3.03%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1%	467.72K	4.94M	-74.9K	-13.80%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.39%	180.37K	1.9M	-535	-0.30%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.05%	22.29K	235.33K	-2.26K	-9.20%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.58%	270.88K	2.85M	21.42K	+8.59%
Jun 30, 2025	GRANITESHARES ADVISORS LLC	0.56%	260.36K	2.75M	16.27K	+6.67%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.48%	225.66K	2.38M	225.66K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.39%	181.18K	1.91M	4.06K	+2.29%
Jun 30, 2025	UBS GROUP AG	0.33%	152.94K	1.61M	30.35K	+24.75%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.29%	137.18K	1.45M	643	+0.47%
Jun 30, 2025	ROYAL BANK OF CANADA	0.23%	105.44K	1.11M	-4.85K	-4.40%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.04%	16.47K	173.94K	1.43K	+9.51%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.21%	95.87K	1.01M	95.84K	+330,486.21%
Jun 30, 2025	BISON WEALTH, LLC	0.15%	68.63K	728.19K	-4.43K	-6.06%
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.07%	34.6K	365.41K	-85	-0.25%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	272.04K	2.87M	16.07K	+6.28%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.19%	86.88K	917.42K	-2.53K	-2.83%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.19%	86.54K	913.81K	2.16K	+2.56%
Jun 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.16%	74K	781.44K	-21.01K	-22.12%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.16%	72.7K	767.67K	-21.16K	-22.54%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	65.78K	695K	-4.17K	-5.96%
Jun 30, 2025	CREATIVE PLANNING	0.13%	60.08K	634.48K	12	+0.02%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	42.47K	448.43K	0	0
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.09%	40.91K	432K	-8.62K	-17.40%
Jun 30, 2025		0.07%	34.6K	365.41K	-85	-0.25%
Jun 30, 2025	KELLEHER FINANCIAL ADVISORS	0.05%	20.97K	221.41K	498	+2.43%
Jun 30, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.89%	413.57K	4.32M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.75%	349.61K	3.69M	2.98K	+0.86%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.21%	97.47K	1.03M	-2.15K	-2.16%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.74%	346.63K	3.62M	14.84K	+4.47%
Mar 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.89%	413.57K	4.32M	-30.46K	-6.86%
Mar 31, 2025		0.07%	34.69K	362.14K	-1.29K	-3.57%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.38%	177.12K	1.85M	-99.25K	-35.91%
Mar 31, 2025	GRANITESHARES ADVISORS LLC	0.52%	244.1K	2.55M	14.79K	+6.45%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.06%	27.01K	282K	-367	-1.34%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.16%	542.62K	5.66M	-67.13K	-11.01%
Mar 31, 2025	LPL FINANCIAL LLC	1.19%	552.97K	5.77M	32.92K	+6.33%
Mar 31, 2025	OAK HILL ADVISORS LP	1.28%	597K	6.23M	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.05%	24.43K	255K	0	0
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.05%	24.54K	256.23K	9.14K	+59.38%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.05%	25.5K	266.22K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	69.95K	730K	3.88K	+5.87%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	71.31K	744.48K	587	+0.83%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.17%	80.92K	844.78K	7.23K	+9.81%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	84.38K	880.92K	5.53K	+7.01%
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.2%	93.85K	979.8K	93.85K	+100.00%
Mar 31, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.2%	95.01K	991.94K	-1.88K	-1.94%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.54%	249.46K	2.61M	1.32K	+0.53%
Mar 31, 2025	ROYAL BANK OF CANADA	0.24%	110.29K	1.15M	-5.43K	-4.70%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.03%	15.3K	159.58K	0	0
Mar 31, 2025	UBS GROUP AG	0.26%	122.59K	1.28M	374	+0.31%
Mar 31, 2025	INVESCO LTD.	1.4%	651.27K	6.8M	89.52K	+15.94%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	2.61%	1.22M	12.71M	163.61K	+15.53%
Mar 31, 2025	MORGAN STANLEY	8.41%	3.92M	40.94M	174.68K	+4.66%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.29%	136.54K	1.43M	11.66K	+9.33%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	34.55K	360.74K	-5.42K	-13.56%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.07%	34.89K	364.24K	880	+2.59%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	42.47K	443.34K	16.44K	+63.14%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.1%	48.65K	507.89K	-6.82K	-12.30%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.55%	255.96K	2.67M	11.07K	+4.52%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.11%	49.53K	517.06K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.11%	51.51K	537.78K	3.04K	+6.27%
Mar 31, 2025	CREATIVE PLANNING	0.13%	60.07K	627.14K	5.72K	+10.52%
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.04%	18.5K	193.18K	505	+2.81%
Mar 31, 2025	CITIGROUP INC	0.04%	19.17K	200.13K	29	+0.15%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.04%	19.45K	203K	19.45K	+100.00%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.04%	19.93K	208K	0	0
Mar 31, 2025	KELLEHER FINANCIAL ADVISORS	0.04%	20.47K	213.3K	20.47K	+100.00%
Mar 31, 2025	TREK FINANCIAL, LLC	0.04%	20.75K	216.67K	0	0
Mar 31, 2025	KFA PRIVATE WEALTH GROUP, LLC	0.05%	21.2K	221.32K	389	+1.87%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	28.34K	295.85K	73	+0.26%
Mar 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.07%	31.56K	329.48K	5.22K	+19.82%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	60.08K	627.19K	1.62K	+2.78%
Mar 31, 2025	JACKSON HOLE CAPITAL PARTNERS, LLC	0.05%	21.91K	228.69K	-9.2K	-29.58%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.19%	89.4K	933.38K	89.4K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	16.08K	167.92K	5.85K	+57.09%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.06%	27.12K	283.13K	2.56K	+10.42%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.21%	99.63K	1.04M	2.43K	+2.50%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	13.17K	145.65K	13.17K	+100.00%
Mar 31, 2024	GRANITESHARES ADVISORS LLC	0.33%	155.78K	1.72M	19.82K	+14.58%
Mar 31, 2024	UMB BANK, N.A.	0.01%	2.67K	29.49K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	3.04K	33.64K	1.76K	+137.02%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	84.9K	939K	84.9K	+100.00%
Mar 31, 2024	MATRIX PRIVATE CAPITAL GROUP LLC	0.22%	101K	1.12M	-483	-0.48%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.3%	141.54K	1.57M	-12.22K	-7.95%
Mar 31, 2024	STRATEGIC WEALTH PARTNERS, LTD.	0.33%	152.41K	1.69M	6.53K	+4.47%
Mar 31, 2024	ROYAL BANK OF CANADA	0.48%	225.76K	2.5M	5.29K	+2.40%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.68%	318.46K	3.52M	-6.08K	-1.87%
Mar 31, 2024	FOCUSED WEALTH MANAGEMENT, INC	0.03%	13.28K	146.86K	251	+1.93%
Mar 31, 2024	COMERICA BANK	0.03%	14.5K	160.37K	-1.77K	-10.87%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.03%	15.18K	167.9K	895	+6.26%
Mar 31, 2024	CITIGROUP INC	0.04%	17.12K	189.37K	-193	-1.11%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.04%	18K	199.08K	6K	+50.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.04%	20.61K	227.92K	-804	-3.76%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	20.63K	228.11K	0	0
Mar 31, 2024	TREK FINANCIAL, LLC	0.04%	20.75K	229.54K	0	0
Mar 31, 2024	WEDBUSH SECURITIES INC	0.05%	24.43K	270K	0	0
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	24.56K	272K	0	0
Mar 31, 2024	HRT FINANCIAL LP	0.05%	25.17K	278K	6.66K	+35.96%
Mar 31, 2024	CONGRESS PARK CAPITAL LLC	0.05%	25.5K	282.03K	-51K	-66.67%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.06%	26.55K	293.65K	118	+0.45%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.06%	27.79K	307.32K	2.83K	+11.35%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.06%	29.86K	330.25K	5.5K	+22.56%
Mar 31, 2024	KFA PRIVATE WEALTH GROUP, LLC	0.07%	30.66K	339.05K	-456	-1.47%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.42%	195.89K	2.17M	68.98K	+54.36%
Mar 31, 2024	ELEVATED CAPITAL ADVISORS, LLC	0.95%	442.02K	4.89M	16.56K	+3.89%
Mar 31, 2024	LPL FINANCIAL LLC	1.03%	480.54K	5.31M	14.44K	+3.10%
Mar 31, 2024	OAK HILL ADVISORS LP	1.32%	613.84K	6.79M	0	0
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	1.93%	901.82K	9.97M	1.14K	+0.13%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.94%	902.04K	9.98M	-62.28K	-6.46%
Mar 31, 2024	IMPRINT WEALTH LLC	0.07%	30.93K	342.13K	30.93K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.07%	31.96K	353.51K	-6.16K	-16.17%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	40.35K	446.24K	-430	-1.05%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.09%	40.91K	452K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.09%	42.79K	473.25K	-29.31K	-40.65%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.1%	44.55K	492.73K	2.41K	+5.73%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	47.2K	522K	1.94K	+4.28%
Mar 31, 2024	VIRTUS ETF ADVISERS LLC	0.1%	47.67K	527.24K	9.14K	+23.73%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.1%	47.78K	528.47K	-17.18K	-26.44%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.11%	52.86K	584.66K	137	+0.26%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.13%	58.24K	644.18K	7.37K	+14.48%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	59.99K	663.44K	-478	-0.79%
Mar 31, 2024	COHEN & STEERS, INC.	0.13%	60.66K	671K	-25K	-29.18%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.15%	67.58K	747.4K	-8.16K	-10.78%
Mar 31, 2024	UBS GROUP AG	0.29%	135.86K	1.5M	9.68K	+7.67%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.31%	145.36K	1.61M	-6.83K	-4.49%
Mar 31, 2024	INVESCO LTD.	1.11%	519.06K	5.74M	-183.51K	-26.12%
Mar 31, 2024	MORGAN STANLEY	8.52%	3.97M	43.91M	-364.43K	-8.41%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.03%	12.68K	140.27K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.03%	12.84K	142.03K	12.84K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	4.6K	50.88K	-39.46K	-89.56%
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	6.41K	70.86K	-775	-10.79%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.02%	7.24K	80.1K	7.24K	+100.00%
Mar 31, 2024	CKW FINANCIAL GROUP	0.02%	9.52K	105K	0	0
Mar 31, 2024	JACKSON HOLE CAPITAL PARTNERS, LLC	0.02%	10.1K	111.71K	10.1K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.02%	10.51K	116.28K	225	+2.19%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	11.64K	129K	876	+8.14%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.03%	11.69K	129.3K	11.69K	+100.00%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.03%	11.8K	130.48K	-11.27K	-48.85%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.03%	11.82K	130.7K	-3.03K	-20.41%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.03%	11.82K	130.73K	0	0
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.05%	964.32K	10.41M	-85.06K	-8.11%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.03%	14.29K	154.15K	-1.82K	-11.28%
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.03%	14.85K	159.23K	1.74K	+13.28%
Dec 31, 2023	COMERICA BANK	0.03%	16.27K	175.54K	0	0
Dec 31, 2023	JANE STREET GROUP, LLC	0.04%	16.53K	178.38K	16.53K	+100.00%
Dec 31, 2023	CITIGROUP INC	0.04%	17.32K	186.83K	0	0
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.04%	18.24K	198.48K	18.24K	+100.00%
Dec 31, 2023	HRT FINANCIAL LP	0.04%	18.52K	199K	5.47K	+41.94%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	20.63K	222.54K	-963	-4.46%
Dec 31, 2023	BENCHMARK INVESTMENT ADVISORS LLC	0.04%	20.75K	223.94K	20.75K	+100.00%
Dec 31, 2023	TREK FINANCIAL, LLC	0.04%	20.75K	223.94K	63	+0.30%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.05%	21.41K	231.03K	2.77K	+14.88%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.05%	23.06K	248.85K	-3.09K	-11.81%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.05%	24.36K	262.87K	24.36K	+100.00%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.05%	24.43K	264K	0	0
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	24.56K	265K	-26.74K	-52.12%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.05%	24.95K	269.24K	24.95K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.06%	26.43K	285.2K	7.18K	+37.29%
Dec 31, 2023	KFA PRIVATE WEALTH GROUP, LLC	0.07%	31.11K	335.7K	-60.17K	-65.92%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.08%	38.13K	411.39K	-1.66K	-4.17%
Dec 31, 2023	VIRTUS ETF ADVISERS LLC	0.08%	38.53K	415.72K	-15.02K	-28.06%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	40.78K	439.99K	-6.41K	-13.58%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.09%	40.91K	441K	1.4K	+3.54%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.09%	42.14K	454.66K	-42K	-49.92%
Dec 31, 2023	JPMORGAN CHASE & CO	0.09%	44.06K	475.42K	8.68K	+24.53%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.1%	45.26K	488K	-374	-0.82%
Dec 31, 2023	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.11%	50.88K	548.94K	12.85K	+33.79%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.11%	52.73K	568.92K	1.72K	+3.37%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	60.46K	652.39K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.14%	64.96K	700.89K	29.66K	+84.02%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.15%	72.1K	777.91K	38.51K	+114.65%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	73.44K	6.81M	73.44K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.16%	75.74K	817.21K	32.35K	+74.58%
Dec 31, 2023	CONGRESS PARK CAPITAL LLC	0.16%	76.5K	825.44K	-23.5K	-23.50%
Dec 31, 2023	COHEN & STEERS, INC.	0.18%	85.66K	924K	-20K	-18.93%
Dec 31, 2023	MATRIX PRIVATE CAPITAL GROUP LLC	0.22%	101.49K	1.1M	101.49K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.27%	126.18K	1.36M	-4.36K	-3.34%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.27%	126.91K	1.37M	19.42K	+18.07%
Dec 31, 2023	GRANITESHARES ADVISORS LLC	0.29%	135.95K	1.47M	-18.44K	-11.94%
Dec 31, 2023	MORGAN STANLEY	9.22%	4.33M	46.77M	127.23K	+3.02%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.32%	152.18K	1.64M	-59.82K	-28.22%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.33%	153.76K	1.66M	-7.27K	-4.51%
Dec 31, 2023	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.34%	160.17K	1.73M	51.4K	+47.25%
Dec 31, 2023	ROYAL BANK OF CANADA	0.47%	220.48K	2.38M	9.12K	+4.32%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.69%	324.54K	3.5M	7.66K	+2.42%
Dec 31, 2023	ELEVATED CAPITAL ADVISORS, LLC	0.91%	425.47K	4.59M	-6.21K	-1.44%
Dec 31, 2023	LPL FINANCIAL LLC	0.99%	466.11K	5.03M	86.02K	+22.63%
Dec 31, 2023	OAK HILL ADVISORS LP	1.31%	613.84K	6.62M	-34.21K	-5.28%
Dec 31, 2023	INVESCO LTD.	1.49%	702.56K	7.58M	-27.77K	-3.80%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	1.92%	900.69K	9.72M	-53.72K	-5.63%

Insiders

Among the DSU insiders holding of 0% of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 5.26M. KEENAN JAMES, , is the second largest DSU insider with ownership of 46.33K shares. HART LELAND, , stands third with possession of 30K shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	5.26M
KEENAN JAMES		46.33K
HART LELAND		30K
BOOTH KEVIN	Portfolio Manager	13.48K
NOVICK BARBARA	director	10K
EGAN CYNTHIA	director	8.75K
CASTELLANO MICHAEL J	director	4.32K
LYNCH CATHERINE A.	director	4.28K
PERLOWSKI JOHN	President and CEO	4K
ROBARDS KAREN P	director	4K
CAVANAGH RICHARD	director	3.68K
KESTER W CARL	director	2.5K
FORBES RONALD W	director	1.85K
WEST RICHARD R	director	638
GABBAY HENRY	director	100
BECKWITH GEORGE NICHOLAS III	director	100
HARRIS JERROLD B	director	100
FABOZZI FRANK	director	10
HARRIS STAYCE D.	director	10
GARFIN MITCHELL		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 29, 2024	HARRIS STAYCE D.	PURCHASE	10.82	10	108.2	10
Aug 09, 2018	GARFIN MITCHELL	SALE	11.29	5K	56.45K	0
May 10, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.40	37.15K	423.46K	5.26M
May 09, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.41	19.68K	224.49K	5.3M
May 08, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.39	33.72K	384.12K	5.32M
May 04, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.38	13.47K	153.25K	5.36M
May 03, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.37	83.1K	944.85K	5.37M
May 02, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.44	1.5K	17.11K	5.45M
Apr 30, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.44	8.69K	99.38K	5.5M
Apr 27, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.43	50K	571.5K	5.51M
Apr 26, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.42	3.23K	36.83K	5.56M
Apr 25, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.36	40.23K	457K	5.57M
Apr 24, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.42	316.72K	3.62M	5.61M
Apr 23, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.45	110.46K	1.26M	5.92M
Apr 20, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.46	75.5K	865.23K	6.03M
Apr 19, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.48	114.39K	1.31M	6.11M
Apr 18, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.54	95.42K	1.1M	6.22M
Jan 25, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.72	30.03K	351.89K	8.1M
Jan 24, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.74	186.79K	2.19M	8.13M
Jan 23, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.73	50K	586.5K	8.32M
Jan 11, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.74	5.6K	65.74K	8.37M
Jan 08, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.68	2.05K	23.94K	8.37M
Jan 04, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.69	159.94K	1.87M	8.41M
Jan 03, 2018	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.73	47.67K	559.19K	8.57M
Jul 26, 2017	KEENAN JAMES	PURCHASE	11.69	10K	116.88K	46.33K
Jun 12, 2017	LYNCH CATHERINE A.	PURCHASE	11.78	2.12K	24.97K	4.28K
Feb 08, 2017	KEENAN JAMES	PURCHASE	11.55	1.5K	17.32K	36.33K
Jan 12, 2017	EGAN CYNTHIA	PURCHASE	11.42	200	2.28K	8.75K
Jan 10, 2017	EGAN CYNTHIA	PURCHASE	11.47	8.55K	98.1K	8.55K
Dec 05, 2016	CASTELLANO MICHAEL J	PURCHASE	11.03	1.8K	19.85K	4.32K
Nov 22, 2016	PERLOWSKI JOHN	PURCHASE	10.86	4K	43.44K	4K
Nov 15, 2016	KEENAN JAMES	PURCHASE	3.51	50K	175.63K	104.48K
Nov 14, 2016	KESTER W CARL	PURCHASE	3.46	1.1K	3.8K	2.5K
Nov 14, 2016	KEENAN JAMES	PURCHASE	3.46	50K	173.25K	147.67K
Nov 14, 2016	CAVANAGH RICHARD	PURCHASE	3.47	2.5K	8.68K	3.68K
Nov 11, 2016	LYNCH CATHERINE A.	PURCHASE	3.48	6.47K	22.48K	6.47K
Nov 11, 2016	ROBARDS KAREN P	PURCHASE	3.48	4K	13.91K	4K
Nov 11, 2016	NOVICK BARBARA	PURCHASE	3.48	10K	34.8K	10K
Oct 17, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.61	103.6K	374K	25.86M
Sep 26, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.60	301.8K	1.09M	25.76M
Jul 25, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.62	100K	362K	25.46M
Jul 13, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.61	104.58K	377.52K	25.36M
May 03, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.51	99.49K	349.21K	25.25M
May 02, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.52	58.32K	205.3K	25.15M
Apr 28, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.52	20K	70.4K	25.09M
Apr 18, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.48	33.92K	118.06K	25.07M
Apr 14, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.46	20.42K	70.65K	25.04M
Apr 07, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.42	50K	171K	25.02M
Mar 28, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.41	60.6K	206.65K	24.97M
Mar 24, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.43	57.8K	198.25K	24.91M
Mar 18, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.46	41.85K	144.79K	24.85M
Mar 10, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.39	76.98K	260.95K	24.81M
Mar 04, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.39	11.31K	38.34K	24.73M
Mar 03, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.38	150K	507K	24.72M
Mar 02, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.35	341.67K	1.14M	24.57M
Mar 01, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.34	550.3K	1.84M	24.23M
Feb 29, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.31	188.41K	623.64K	23.68M
Feb 26, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.30	922.39K	3.04M	23.49M
Feb 25, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.28	442.61K	1.45M	22.57M
Feb 24, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.27	87.07K	284.73K	21.72M
Feb 23, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.26	434.81K	1.42M	21.64M
Feb 22, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.24	28.26K	91.56K	21.2M
Feb 19, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.21	65.28K	209.54K	21.17M
Feb 16, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.17	261K	827.37K	21.11M
Feb 12, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.16	300.51K	949.6K	20.85M
Feb 09, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.17	500	1.59K	20.55M
Feb 08, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.21	150K	481.5K	20.55M
Jan 25, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.18	100K	318K	20.4M
Jan 22, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.18	4K	12.72K	20.3M
Jan 21, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.15	444.2K	1.4M	20.29M
Jan 20, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.12	257.17K	802.38K	19.85M
Jan 19, 2016	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.19	800K	2.55M	19.59M
Jul 30, 2015	HART LELAND	PURCHASE	3.59	30K	107.84K	30K
Mar 01, 2012	CASTELLANO MICHAEL J	PURCHASE	4.10	2.5K	10.25K	2.5K
Mar 03, 2011	KEENAN JAMES	PURCHASE	4.08	3.5K	14.28K	3.5K
May 01, 2010	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.43	50K	571.5K	5.45M
Jan 15, 2010	GABBAY HENRY	PURCHASE	3.70	100	370	100
Mar 27, 2008	FABOZZI FRANK	PURCHASE	5.22	10	52.2	10
Feb 15, 2008	HARRIS JERROLD B	PURCHASE	5.42	100	542	100
Feb 05, 2008	KESTER W CARL	PURCHASE	5.99	100	598.99	100
Dec 21, 2007	CAVANAGH RICHARD	PURCHASE	5.61	100	561	100
Dec 20, 2007	BECKWITH GEORGE NICHOLAS III	PURCHASE	5.59	100	559	100
Jan 11, 2007	BOOTH KEVIN	SALE	7.50	30K	225K	13.48K
Dec 12, 2006	FORBES RONALD W	SALE	7.14	296	2.11K	1.85K
Jul 21, 2005	BOOTH KEVIN	PURCHASE	6.65	10K	66.49K	43.48K
Mar 28, 2005	BOOTH KEVIN	PURCHASE	6.05	5K	30.25K	33.48K
Mar 15, 2005	WEST RICHARD R	SALE	6.35	9K	57.15K	638
Mar 14, 2005	BOOTH KEVIN	PURCHASE	6.40	5K	32K	28.48K
Apr 16, 2004	BOOTH KEVIN	PURCHASE	6.28	5K	31.4K	23.48K

Frequently Asked Questions