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About 35.01% of EHI shares are held by financial institutions. NEWEDGE ADVISORS, LLC is the top corporate investor, holding 92.24K shares valued at $92.24K. A 0.3% stake in Western Asset Global High Income Fund Inc. is owned by the company. INVESCO LTD. owns 287.22K shares valued at $1.69M, which translates its holding of 0.95% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | NEWEDGE ADVISORS, LLC | 0.3% | 92.24K | 92.24K | -5.1K | -5.24% |
| Mar 31, 2026 | INVESCO LTD. | 0.95% | 287.22K | 1.69M | -82.75K | -22.37% |
| Mar 31, 2026 | GRANITESHARES ADVISORS LLC | 1.26% | 382.57K | 2.26M | -43.8K | -10.27% |
| Mar 31, 2026 | SHAKER FINANCIAL SERVICES, LLC | 1.3% | 393.63K | 2.32M | -30.25K | -7.14% |
| Mar 31, 2026 | COHEN & STEERS, INC. | 1.36% | 412.92K | 2.44M | 0 | 0 |
| Mar 31, 2026 | GUGGENHEIM CAPITAL LLC | 1.66% | 502.71K | 2.97M | -200.14K | -28.48% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.39% | 116.7K | 688.53K | -20.21K | -14.76% |
| Mar 31, 2026 | AMERIPRISE FINANCIAL INC | 2.34% | 708.5K | 4.18M | 4.78K | +0.68% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0% | 0 | - | -18.56K | -100.00% |
| Mar 31, 2026 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0% | 0 | - | -21.1K | -100.00% |
| Mar 31, 2026 | HRT FINANCIAL LP | 0% | 0 | - | -19.07K | -100.00% |
| Mar 31, 2026 | SIT INVESTMENT ASSOCIATES INC | 9.87% | 2.99M | 17.65M | -439.78K | -12.82% |
| Mar 31, 2026 | RAREVIEW CAPITAL LLC | 0% | 0 | - | -48.39K | -100.00% |
| Mar 31, 2026 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 0% | 0 | - | -10.4K | -100.00% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 0% | 0 | - | -5.49K | -100.00% |
| Mar 31, 2026 | SEACREST WEALTH MANAGEMENT, LLC | 0% | 0 | - | -11.51K | -100.00% |
| Mar 31, 2026 | SHUFRO ROSE & CO LLC | 0.04% | 13.46K | 79.4K | 0 | 0 |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.37% | 112.11K | 661.42K | 33.78K | +43.13% |
| Mar 31, 2026 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.33% | 98.93K | 605.45K | 0 | 0 |
| Mar 31, 2026 | WOLVERINE ASSET MANAGEMENT LLC | 0.24% | 73.08K | 431.17K | 60.39K | +476.01% |
| Mar 31, 2026 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.22% | 68.1K | 401.77K | -399.52K | -85.44% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.22% | 67.19K | 396.39K | 35.19K | +110.01% |
| Mar 31, 2026 | UBS GROUP AG | 0.2% | 59.33K | 350.04K | 9.47K | +18.99% |
| Mar 31, 2026 | TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 0.17% | 51.22K | 302.2K | 3.75K | +7.90% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.14% | 43.19K | 255K | 1.61K | +3.86% |
| Mar 31, 2026 | QUARRY LP | 0.13% | 40.23K | 237.36K | -147.65K | -78.59% |
| Mar 31, 2026 | PENSIONMARK FINANCIAL GROUP, LLC | 0.1% | 29.24K | 172.53K | 0 | 0 |
| Mar 31, 2026 | NOMURA HOLDINGS INC | 0.07% | 19.99K | 117.94K | 19.99K | +100.00% |
| Mar 31, 2026 | MORGAN STANLEY | 0.64% | 195.36K | 1.15M | 3.16K | +1.64% |
| Mar 31, 2026 | MERIT FINANCIAL GROUP, LLC | 0.04% | 12.61K | 74.41K | 373 | +3.05% |
| Mar 31, 2026 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.04% | 12.2K | 71.98K | 12.2K | +100.00% |
| Mar 31, 2026 | ADVISORY SERVICES NETWORK, LLC | 0.04% | 11.98K | 70.69K | 0 | 0 |
| Mar 31, 2026 | HARBOUR INVESTMENTS, INC. | 0.04% | 11.98K | 70.68K | 11.62K | +3,191.21% |
| Mar 31, 2026 | ECLECTIC ASSOCIATES INC /ADV | 0.04% | 11.91K | 70.29K | -2.69K | -18.42% |
| Mar 31, 2026 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.04% | 11.74K | 69K | 11.74K | +100.00% |
| Mar 31, 2026 | EXCEL SECURITIES & ASSOCIATES, INC. | 0.04% | 11K | 64.9K | 11K | +100.00% |
| Mar 31, 2026 | WESTMOUNT PARTNERS, LLC | 0.03% | 10K | 59K | 0 | 0 |
| Mar 31, 2026 | NOBLE WEALTH MANAGEMENT PBC | 0.01% | 3K | 17.7K | 0 | 0 |
| Mar 31, 2026 | ALLWORTH FINANCIAL LP | 0.01% | 2.05K | 12.1K | 0 | 0 |
| Mar 31, 2026 | FIFTH THIRD BANCORP | 0.01% | 1.95K | 11.48K | 1.95K | +100.00% |
| Mar 31, 2026 | LARSON FINANCIAL GROUP LLC | 0.01% | 1.67K | 9.88K | 0 | 0 |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 1.4K | 8.28K | 0 | 0 |
| Mar 31, 2026 | HIGHLINE WEALTH PARTNERS LLC | 0% | 800 | 4.72K | 0 | 0 |
| Mar 31, 2026 | OSBON CAPITAL MANAGEMENT LLC | 0% | 406 | 2.4K | 406 | +100.00% |
| Mar 31, 2026 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 225 | 1.33K | 225 | +100.00% |
| Mar 31, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 193 | 1.14K | 0 | 0 |
| Mar 31, 2026 | CWM, LLC | 0% | 42 | 248 | 42 | +100.00% |
| Mar 31, 2026 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0% | 0 | - | -1.34K | -100.00% |
| Mar 31, 2026 | J.W. COLE ADVISORS, INC. | 0% | 0 | - | -251.9K | -100.00% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0% | 0 | - | -12.84K | -100.00% |
| Mar 31, 2026 | TWO SIGMA SECURITIES, LLC | 0% | 0 | - | -11.76K | -100.00% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.05% | 16.16K | 95.34K | 2.64K | +19.56% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 17.4K | 102.68K | -840 | -4.60% |
| Mar 31, 2026 | 0.06% | 17.61K | 103.88K | 3.62K | +25.90% | |
| Mar 31, 2026 | TACTIVE ADVISORS, LLC | 0.06% | 17.81K | 105.06K | -1.56K | -8.04% |
| Mar 31, 2026 | LEVIN CAPITAL STRATEGIES, L.P. | 0.06% | 18.21K | 107.42K | 0 | 0 |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0.07% | 20.13K | 118.78K | -118 | -0.58% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.06% | 18.56K | 118.99K | 18.56K | +100.00% |
| Dec 31, 2025 | HIGHLINE WEALTH PARTNERS LLC | 0% | 800 | 5.13K | 0 | 0 |
| Dec 31, 2025 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0% | 1.34K | 8.56K | 1.34K | +100.00% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 1.4K | 9K | 0 | 0 |
| Dec 31, 2025 | LARSON FINANCIAL GROUP LLC | 0.01% | 1.67K | 10.73K | -626 | -27.22% |
| Dec 31, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.04% | 11.51K | 73.76K | 11.51K | +100.00% |
| Dec 31, 2025 | QSV EQUITY INVESTORS LLC | 0.04% | 11.74K | 75.28K | 0 | 0 |
| Dec 31, 2025 | TWO SIGMA SECURITIES, LLC | 0.04% | 11.76K | 75.39K | 11.76K | +100.00% |
| Dec 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.04% | 11.98K | 76.81K | -260 | -2.12% |
| Dec 31, 2025 | HRT FINANCIAL LP | 0.06% | 19.07K | 122K | 19.07K | +100.00% |
| Dec 31, 2025 | TACTIVE ADVISORS, LLC | 0.06% | 19.36K | 124.12K | -1.73K | -8.19% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.07% | 20.25K | 129.8K | 829 | +4.27% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 0 | - | -13.76K | -100.00% |
| Dec 31, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -2.77K | -100.00% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 193 | 1.24K | 0 | 0 |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 364 | 2.33K | 0 | 0 |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.14% | 41.59K | 267K | 906 | +2.23% |
| Dec 31, 2025 | TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 0.16% | 47.47K | 304.28K | 47.47K | +100.00% |
| Dec 31, 2025 | RAREVIEW CAPITAL LLC | 0.16% | 48.39K | 316.47K | 4.21K | +9.53% |
| Dec 31, 2025 | UBS GROUP AG | 0.16% | 49.86K | 319.6K | 1.82K | +3.78% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.32% | 97.34K | 623.97K | 10.08K | +11.56% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.45% | 136.91K | 877.57K | 30.79K | +29.02% |
| Dec 31, 2025 | QUARRY LP | 0.62% | 187.88K | 1.2M | 62.13K | +49.40% |
| Dec 31, 2025 | MORGAN STANLEY | 0.63% | 192.2K | 1.23M | 12.65K | +7.04% |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0% | 0 | - | -1.71K | -100.00% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0% | 0 | - | -12.5K | -100.00% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.26% | 78.32K | 502.04K | -22.61K | -22.40% |
| Dec 31, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.33% | 98.93K | 634.14K | 3K | +3.13% |
| Dec 31, 2025 | COMERICA BANK | 0.01% | 1.95K | 12.47K | 0 | 0 |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 2.05K | 13.14K | 0 | 0 |
| Dec 31, 2025 | NOBLE WEALTH MANAGEMENT PBC | 0.01% | 3K | 19.23K | 0 | 0 |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.02% | 5.49K | 35.21K | 5.49K | +100.00% |
| Dec 31, 2025 | SHUFRO ROSE & CO LLC | 0.04% | 13.46K | 86.27K | 0 | 0 |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.04% | 13.52K | 86.64K | 13.52K | +100.00% |
| Dec 31, 2025 | 0.05% | 13.98K | 89.64K | 1.36K | +10.74% | |
| Dec 31, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.07% | 21.1K | 135.24K | 21.1K | +100.00% |
| Dec 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.1% | 29.24K | 187.45K | 29.24K | +100.00% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.11% | 31.99K | 205.06K | 3.41K | +11.93% |
| Dec 31, 2025 | WESTMOUNT PARTNERS, LLC | 0.03% | 10K | 64.1K | -3K | -23.08% |
| Dec 31, 2025 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 0.03% | 10.4K | 66.67K | 398 | +3.98% |
| Dec 31, 2025 | ECLECTIC ASSOCIATES INC /ADV | 0.05% | 14.6K | 93.6K | 14.6K | +100.00% |
| Dec 31, 2025 | LEVIN CAPITAL STRATEGIES, L.P. | 0.06% | 18.21K | 116.7K | 0 | 0 |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 18.24K | 116.94K | -1.8K | -8.98% |
| Dec 31, 2025 | INVESCO LTD. | 1.22% | 369.97K | 2.37M | -24.05K | -6.10% |
| Dec 31, 2025 | GUGGENHEIM CAPITAL LLC | 2.32% | 702.86K | 4.51M | -40.99K | -5.51% |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 2.32% | 703.72K | 4.51M | 378.28K | +116.24% |
| Dec 31, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0% | 0 | - | -19.48K | -100.00% |
| Dec 31, 2025 | FNY INVESTMENT ADVISERS, LLC | 0% | 0 | - | -700 | -100.00% |
| Dec 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.04% | 12.24K | 78.45K | 1.71K | +16.21% |
| Dec 31, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.04% | 12.69K | 81.32K | 2.68K | +26.78% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.04% | 12.84K | 82.27K | -3.25K | -20.18% |
| Dec 31, 2025 | J.W. COLE ADVISORS, INC. | 0.83% | 251.9K | 1.61M | -14.41K | -5.41% |
| Dec 31, 2025 | COHEN & STEERS, INC. | 1.36% | 412.92K | 2.65M | 0 | 0 |
| Dec 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 1.4% | 423.87K | 2.72M | -129.66K | -23.42% |
| Dec 31, 2025 | GRANITESHARES ADVISORS LLC | 1.41% | 426.37K | 2.73M | 426.37K | +100.00% |
| Dec 31, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1.54% | 467.62K | 2.99M | 156.49K | +50.29% |
| Dec 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 11.32% | 3.43M | 21.99M | -526.12K | -13.30% |
| Dec 31, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0% | 0 | - | -2.68K | -100.00% |
| Dec 31, 2025 | MACH-1 FINANCIAL GROUP, LLC | 0% | 0 | - | -12.63K | -100.00% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.46% | 106.11K | 694.35K | 3.1K | +3.00% |
| Sep 30, 2025 | QUARRY LP | 0.55% | 125.76K | 829.99K | -238.73K | -65.50% |
| Sep 30, 2025 | MORGAN STANLEY | 0.78% | 179.55K | 1.19M | 12.77K | +7.66% |
| Sep 30, 2025 | INVESCO LTD. | 1.71% | 394.02K | 2.6M | 73.24K | +22.83% |
| Sep 30, 2025 | J.W. COLE ADVISORS, INC. | 1.16% | 266.31K | 1.76M | 22.57K | +9.26% |
| Sep 30, 2025 | FNY INVESTMENT ADVISERS, LLC | 0% | 700 | 4K | 0 | 0 |
| Sep 30, 2025 | COHEN & STEERS, INC. | 1.79% | 412.92K | 2.73M | 0 | 0 |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 364 | 2.4K | 0 | 0 |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 193 | 1.28K | 0 | 0 |
| Sep 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 2.4% | 553.53K | 3.69M | 138.56K | +33.39% |
| Sep 30, 2025 | NOBLE WEALTH MANAGEMENT PBC | 0.01% | 3K | 19.8K | 3K | +100.00% |
| Sep 30, 2025 | TRUST CO OF VERMONT | 0% | 0 | - | -1K | -100.00% |
| Sep 30, 2025 | VIRTU FINANCIAL LLC | 0.06% | 13.72K | 91K | 13.72K | +100.00% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.06% | 13.76K | 90.84K | 5.65K | +69.66% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 3.23% | 743.85K | 4.91M | 75.35K | +11.27% |
| Sep 30, 2025 | LARSON FINANCIAL GROUP LLC | 0.01% | 2.3K | 15.18K | 0 | 0 |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.01% | 2.68K | 17.67K | -200 | -6.95% |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.01% | 2.77K | 18.29K | 2.77K | +100.00% |
| Sep 30, 2025 | 0.05% | 12.63K | 83.35K | 12.63K | +100.00% | |
| Sep 30, 2025 | MACH-1 FINANCIAL GROUP, LLC | 0.05% | 12.63K | 83.35K | 12.63K | +100.00% |
| Sep 30, 2025 | WESTMOUNT PARTNERS, LLC | 0.06% | 13K | 85.41K | 0 | 0 |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.07% | 16.08K | 106.13K | 16.08K | +100.00% |
| Sep 30, 2025 | LEVIN CAPITAL STRATEGIES, L.P. | 0.08% | 18.21K | 120.16K | 0 | 0 |
| Sep 30, 2025 | CI PRIVATE WEALTH, LLC | 0% | 0 | - | -49.2K | -100.00% |
| Sep 30, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 0 | - | -420 | -100.00% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 1.4K | 9.27K | 800 | +132.45% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 1.71K | 11.31K | 1.71K | +100.00% |
| Sep 30, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.08% | 19.48K | 128.56K | 22 | +0.11% |
| Sep 30, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1.35% | 311.14K | 2.05M | -558.91K | -64.24% |
| Sep 30, 2025 | SHUFRO ROSE & CO LLC | 0.06% | 13.46K | 88.96K | -1.47K | -9.85% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 1.41% | 325.43K | 2.14M | 49.8K | +18.07% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 17.17% | 3.96M | 26.12M | -177.87K | -4.30% |
| Sep 30, 2025 | COMERICA BANK | 0.01% | 1.95K | 12.84K | 0 | 0 |
| Sep 30, 2025 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 0.04% | 10K | 65.32K | 10K | +100.00% |
| Sep 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.04% | 10.01K | 66.05K | 10.01K | +100.00% |
| Sep 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.05% | 10.53K | 69.51K | 315 | +3.08% |
| Sep 30, 2025 | QSV EQUITY INVESTORS LLC | 0.05% | 11.74K | 77.51K | 0 | 0 |
| Sep 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.05% | 12.24K | 80.8K | 521 | +4.45% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.05% | 12.5K | 82.51K | -2.26K | -15.33% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.09% | 20.04K | 132K | -73 | -0.36% |
| Sep 30, 2025 | STONEGATE INVESTMENT GROUP, LLC | 0.09% | 20.73K | 136.79K | 0 | 0 |
| Sep 30, 2025 | TACTIVE ADVISORS, LLC | 0.09% | 21.09K | 139.2K | 912 | +4.52% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.12% | 28.58K | 188.64K | -110 | -0.38% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.18% | 40.68K | 268K | 2.18K | +5.67% |
| Sep 30, 2025 | RAREVIEW CAPITAL LLC | 0.19% | 44.18K | 288.94K | 1.64K | +3.85% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.08% | 19.42K | 128.18K | 2.14K | +12.38% |
| Sep 30, 2025 | HIGHLINE WEALTH PARTNERS LLC | 0% | 800 | 5.28K | 800 | +100.00% |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 2.05K | 13.53K | 0 | 0 |
| Sep 30, 2025 | UBS GROUP AG | 0.21% | 48.04K | 317.08K | 906 | +1.92% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.38% | 87.26K | 575.91K | 2.64K | +3.12% |
| Sep 30, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.42% | 95.93K | 633.14K | 0 | 0 |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.44% | 100.93K | 666.15K | -13.74K | -11.98% |
| Jun 30, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.06% | 19.46K | 127.25K | 22 | +0.11% |
| Jun 30, 2025 | STONEGATE INVESTMENT GROUP, LLC | 0.07% | 20.73K | 135.55K | 0 | 0 |
| Jun 30, 2025 | TACTIVE ADVISORS, LLC | 0.07% | 20.18K | 131.97K | 20.18K | +100.00% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.07% | 20.12K | 132K | 175 | +0.88% |
| Jun 30, 2025 | LEVIN CAPITAL STRATEGIES, L.P. | 0.06% | 18.21K | 119.07K | 0 | 0 |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.06% | 17.28K | 113.02K | -3.83K | -18.13% |
| Jun 30, 2025 | SHUFRO ROSE & CO LLC | 0.05% | 14.93K | 98.68K | 0 | 0 |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.05% | 14.77K | 96.57K | -597 | -3.89% |
| Jun 30, 2025 | QSV EQUITY INVESTORS LLC | 0.04% | 11.74K | 76.8K | 0 | 0 |
| Jun 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.04% | 11.72K | 77.01K | 11.72K | +100.00% |
| Jun 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.03% | 10.22K | 66.82K | 10.22K | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.03% | 8.11K | 53.05K | 8.11K | +100.00% |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.01% | 2.88K | 18.82K | 2.88K | +100.00% |
| Jun 30, 2025 | LARSON FINANCIAL GROUP LLC | 0.01% | 2.3K | 15.04K | 0 | 0 |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 2.05K | 13.41K | 0 | 0 |
| Jun 30, 2025 | COMERICA BANK | 0.01% | 1.95K | 12.73K | 0 | 0 |
| Jun 30, 2025 | TRUST CO OF VERMONT | 0% | 1K | 6.55K | 1K | +100.00% |
| Jun 30, 2025 | FNY INVESTMENT ADVISERS, LLC | 0% | 700 | 4K | 0 | 0 |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 604 | 3.95K | 0 | 0 |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 364 | 2.38K | -1.5K | -80.47% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 193 | 1.27K | 0 | 0 |
| Jun 30, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 420 | 2.75K | 0 | 0 |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0% | 0 | - | -14.44K | -100.00% |
| Jun 30, 2025 | QUARRY LP | 1.2% | 364.48K | 2.38M | 27.07K | +8.02% |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 13.65% | 4.13M | 27.04M | -311.28K | -7.00% |
| Jun 30, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 2.87% | 870.04K | 5.69M | 67.86K | +8.46% |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 2.21% | 668.5K | 4.37M | 118.13K | +21.46% |
| Jun 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 1.37% | 414.98K | 2.74M | 158.04K | +61.51% |
| Jun 30, 2025 | COHEN & STEERS, INC. | 1.36% | 412.92K | 2.7M | 0 | 0 |
| Jun 30, 2025 | INVESCO LTD. | 1.06% | 320.78K | 2.1M | 7.04K | +2.24% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.91% | 275.63K | 1.8M | 1.55K | +0.57% |
| Jun 30, 2025 | J.W. COLE ADVISORS, INC. | 0.8% | 243.74K | 1.59M | 12.74K | +5.52% |
| Jun 30, 2025 | MORGAN STANLEY | 0.55% | 166.78K | 1.09B | -7.26K | -4.17% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.13% | 38.5K | 252K | 499 | +1.31% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.09% | 28.69K | 187.65K | 1.4K | +5.11% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.38% | 114.67K | 749.97K | 8.34K | +7.84% |
| Jun 30, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.32% | 95.93K | 627.38K | 9.47K | +10.95% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.34% | 103.02K | 673.73K | 22.52K | +27.98% |
| Jun 30, 2025 | 0.04% | 13K | 85.02K | 0 | 0 | |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.28% | 84.62K | 553.4K | -10.1K | -10.66% |
| Jun 30, 2025 | CI PRIVATE WEALTH, LLC | 0.16% | 49.2K | 321.79K | 49.2K | +100.00% |
| Jun 30, 2025 | HRT FINANCIAL LP | 0% | 0 | - | -13.68K | -100.00% |
| Jun 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0% | 0 | - | -17.97K | -100.00% |
| Jun 30, 2025 | ARETE WEALTH ADVISORS, LLC | 0% | 0 | - | -20.94K | -100.00% |
| Jun 30, 2025 | TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 0.15% | 43.98K | 287.63K | 4.16K | +10.43% |
| Jun 30, 2025 | RAREVIEW CAPITAL LLC | 0.14% | 42.55K | 278.24K | -59.38K | -58.26% |
| Jun 30, 2025 | WESTMOUNT PARTNERS, LLC | 0.04% | 13K | 85.02K | 0 | 0 |
| Jun 30, 2025 | UBS GROUP AG | 0.16% | 47.14K | 308.28K | -6.99K | -12.91% |
| Jun 30, 2025 | GRAVES LIGHT LENHART WEALTH, INC. | 0% | 0 | - | -10.7K | -100.00% |
| Jun 30, 2025 | BELLEVUE ASSET MANAGEMENT, LLC | 0% | 0 | - | -1.25K | -100.00% |
| Jun 30, 2025 | ELEQUIN SECURITIES, LLC | 0% | 0 | - | -7.56K | -100.00% |
| Mar 31, 2025 | GRAVES LIGHT LENHART WEALTH, INC. | 0.04% | 10.7K | 70.73K | 0 | 0 |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.05% | 15.36K | 101.55K | 78 | +0.51% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.07% | 21.11K | 139.53K | 249 | +1.19% |
| Mar 31, 2025 | MORGAN STANLEY | 0.57% | 174.04K | 1.15M | -12.62K | -6.76% |
| Mar 31, 2025 | J.W. COLE ADVISORS, INC. | 0.76% | 231K | 1.53M | 58.39K | +33.83% |
| Mar 31, 2025 | LARSON FINANCIAL GROUP LLC | 0.01% | 2.3K | 15.2K | 0 | 0 |
| Mar 31, 2025 | QUARRY LP | 1.11% | 337.41K | 2.23M | 0 | 0 |
| Mar 31, 2025 | INVESCO LTD. | 1.04% | 313.74K | 2.07M | -62.8K | -16.68% |
| Mar 31, 2025 | COHEN & STEERS, INC. | 1.36% | 412.92K | 2.73M | 0 | 0 |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 1.82% | 550.37K | 3.64M | 57.86K | +11.75% |
| Mar 31, 2025 | QSV EQUITY INVESTORS LLC | 0.04% | 11.74K | 77.63K | 0 | 0 |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.07% | 19.94K | 132K | -1.68K | -7.78% |
| Mar 31, 2025 | STONEGATE INVESTMENT GROUP, LLC | 0.07% | 20.73K | 137K | 0 | 0 |
| Mar 31, 2025 | ARETE WEALTH ADVISORS, LLC | 0.07% | 20.94K | 138K | 207 | +1.00% |
| Mar 31, 2025 | 0% | 0 | - | -211 | -100.00% | |
| Mar 31, 2025 | ATLANTIC PRIVATE WEALTH, LLC | 0% | 0 | - | -1.23K | -100.00% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 604 | 3.99K | 0 | 0 |
| Mar 31, 2025 | FNY INVESTMENT ADVISERS, LLC | 0% | 700 | 4K | 700 | +100.00% |
| Mar 31, 2025 | HRT FINANCIAL LP | 0.05% | 13.68K | 90K | 13.68K | +100.00% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.05% | 14.44K | 95.46K | 385 | +2.74% |
| Mar 31, 2025 | SHUFRO ROSE & CO LLC | 0.05% | 14.93K | 98.68K | 0 | 0 |
| Mar 31, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.06% | 17.97K | 118.78K | -20.89K | -53.76% |
| Mar 31, 2025 | LEVIN CAPITAL STRATEGIES, L.P. | 0.06% | 18.21K | 120.34K | 0 | 0 |
| Mar 31, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.06% | 19.44K | 128.47K | -270 | -1.37% |
| Mar 31, 2025 | UBS GROUP AG | 0.18% | 54.12K | 357.75K | 6.98K | +14.80% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.27% | 80.5K | 532.07K | 29.94K | +59.23% |
| Mar 31, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.29% | 86.46K | 571.5K | 0 | 0 |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.31% | 94.72K | 626.08K | 0 | 0 |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.35% | 106.34K | 702.88K | -16.74K | -13.60% |
| Mar 31, 2025 | ELEQUIN SECURITIES, LLC | 0.03% | 7.56K | 49.98K | 7.56K | +100.00% |
| Mar 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 1.86K | 12.32K | 0 | 0 |
| Mar 31, 2025 | ABSOLUTE INVESTMENT ADVISERS, LLC | 2.65% | 802.18K | 5.3M | 8.9K | +1.12% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 14.67% | 4.45M | 29.39M | -449.25K | -9.18% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -19.97K | -100.00% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 193 | 1.28K | 0 | 0 |
| Mar 31, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 420 | 2.78K | 0 | 0 |
| Mar 31, 2025 | COMERICA BANK | 0.01% | 1.95K | 12.86K | 0 | 0 |
| Mar 31, 2025 | BELLEVUE ASSET MANAGEMENT, LLC | 0% | 1.25K | 8.28K | -796 | -38.87% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.09% | 27.3K | 180.43K | -223 | -0.81% |
| Mar 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.85% | 256.94K | 1.71M | 236.19K | +1,138.72% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.9% | 274.08K | 1.81M | 11.3K | +4.30% |
| Mar 31, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 2.05K | 13K | 0 | 0 |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.13% | 38K | 251K | 762 | +2.05% |
| Mar 31, 2025 | YAKIRA CAPITAL MANAGEMENT, INC. | 0% | 0 | - | -69.03K | -100.00% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.18% | 41.41K | 290K | 41.41K | +100.00% |
| Mar 31, 2024 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -50 | -100.00% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 193 | 1.35K | 0 | 0 |
| Mar 31, 2024 | DUNCKER STREETT & CO INC | 0% | 243 | 1.7K | 0 | 0 |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 604 | 4.23K | 0 | 0 |
| Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 674 | 4.72K | 674 | +100.00% |
| Mar 31, 2024 | FNY INVESTMENT ADVISERS, LLC | 0% | 700 | 4K | 700 | +100.00% |
| Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 749 | 5.24K | -2.25K | -75.03% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.82% | 187.08K | 1.31M | -17.71K | -8.65% |
| Mar 31, 2024 | SIT INVESTMENT ASSOCIATES INC | 0.87% | 196.72K | 1.38M | -229.97K | -53.90% |
| Mar 31, 2024 | MORGAN STANLEY | 0.98% | 223.36K | 1.56M | -12.32K | -5.23% |
| Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 1.96% | 445.46K | 3.12M | 30.01K | +7.22% |
| Mar 31, 2024 | CAPE INVESTMENT ADVISORY, INC. | 0% | 0 | - | -66 | -100.00% |
| Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -782 | -100.00% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -27.3K | -100.00% |
| Mar 31, 2024 | BOK FINANCIAL PRIVATE WEALTH, INC. | 0% | 0 | - | -2K | -100.00% |
| Mar 31, 2024 | GLOBAL RETIREMENT PARTNERS, LLC | 0.01% | 1.55K | 10.82K | 0 | 0 |
| Mar 31, 2024 | COMERICA BANK | 0.01% | 1.95K | 13.62K | 0 | 0 |
| Mar 31, 2024 | BELLEVUE ASSET MANAGEMENT, LLC | 0.01% | 2.05K | 14.45K | -665 | -24.51% |
| Mar 31, 2024 | ALLWORTH FINANCIAL LP | 0.01% | 2.05K | 14.35K | 0 | 0 |
| Mar 31, 2024 | LARSON FINANCIAL GROUP LLC | 0.01% | 2.3K | 16.1K | 0 | 0 |
| Mar 31, 2024 | REGISTER FINANCIAL ADVISORS LLC | 0.01% | 3.04K | 21.27K | 3.04K | +100.00% |
| Mar 31, 2024 | GRAVES LIGHT LENHART WEALTH, INC. | 0.05% | 10.7K | 74.9K | 0 | 0 |
| Mar 31, 2024 | PFS PARTNERS, LLC | 0.05% | 10.7K | 74.91K | -659 | -5.80% |
| Mar 31, 2024 | APOLLON WEALTH MANAGEMENT, LLC | 0.05% | 11.18K | 78.24K | 58 | +0.52% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.06% | 12.53K | 88K | 600 | +5.03% |
| Mar 31, 2024 | WOLVERINE ASSET MANAGEMENT LLC | 0.06% | 13.37K | 93.58K | 13.37K | +100.00% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.06% | 14.27K | 99.9K | -158 | -1.10% |
| Mar 31, 2024 | SHUFRO ROSE & CO LLC | 0.07% | 14.93K | 104.5K | 272 | +1.86% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.07% | 16.88K | 118.13K | 4.81K | +39.82% |
| Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.08% | 17.31K | 121.14K | 216 | +1.26% |
| Mar 31, 2024 | LEVIN CAPITAL STRATEGIES, L.P. | 0.08% | 18.21K | 127.44K | 0 | 0 |
| Mar 31, 2024 | STONEGATE INVESTMENT GROUP, LLC | 0.09% | 20.73K | 145.08K | 0 | 0 |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.1% | 21.95K | 153.63K | 2.8K | +14.62% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.13% | 28.67K | 200.7K | -5.4K | -15.85% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.14% | 30.86K | 216K | 621 | +2.05% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.16% | 37.08K | 259.58K | -3.47K | -8.55% |
| Mar 31, 2024 | UBS GROUP AG | 0.26% | 59.74K | 418.16K | 395 | +0.67% |
| Mar 31, 2024 | SHAKER FINANCIAL SERVICES, LLC | 0.38% | 86.25K | 609.99K | 18.2K | +26.75% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.55% | 125.42K | 877.97K | -12.1K | -8.80% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.56% | 126.2K | 883.37K | 13.97K | +12.45% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.78% | 177.3K | 1.24M | 3.87K | +2.23% |
| Mar 31, 2024 | INVESCO LTD. | 0.79% | 180.07K | 1.26M | -64.45K | -26.36% |
| Mar 31, 2024 | COHEN & STEERS, INC. | 1.82% | 412.92K | 2.89M | 0 | 0 |
| Dec 31, 2023 | GRAVES LIGHT LENHART WEALTH, INC. | 0.05% | 10.7K | 77.36K | 0 | 0 |
| Dec 31, 2023 | APOLLON WEALTH MANAGEMENT, LLC | 0.05% | 11.12K | 80.4K | -546 | -4.68% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.05% | 11.93K | 86K | 0 | 0 |
| Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.05% | 12.07K | 87.27K | 95 | +0.79% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.06% | 14.43K | 104.32K | -126 | -0.87% |
| Dec 31, 2023 | SHUFRO ROSE & CO LLC | 0.06% | 14.66K | 97.61K | 1.47K | +11.16% |
| Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.08% | 17.09K | 123.56K | 445 | +2.67% |
| Dec 31, 2023 | LEVIN CAPITAL STRATEGIES, L.P. | 0.08% | 18.21K | 131.63K | 0 | 0 |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.08% | 19.15K | 138.43K | 19.15K | +100.00% |
| Dec 31, 2023 | STONEGATE INVESTMENT GROUP, LLC | 0.09% | 20.73K | 149.85K | 0 | 0 |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.13% | 30.24K | 219K | 1.35K | +4.66% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.15% | 34.07K | 246.34K | 3.37K | +10.98% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.18% | 40.55K | 293.18K | 40.55K | +100.00% |
| Dec 31, 2023 | UBS GROUP AG | 0.26% | 59.34K | 429.04K | -11.59K | -16.34% |
| Dec 31, 2023 | SHAKER FINANCIAL SERVICES, LLC | 0.3% | 68.05K | 491.97K | 22.94K | +50.86% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.49% | 112.23K | 811.4K | 27.13K | +31.88% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.61% | 137.52K | 983.78K | 8.3K | +6.42% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.76% | 173.43K | 1.25M | 32.38K | +22.95% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.9% | 204.78K | 1.48M | -78.52K | -27.72% |
| Dec 31, 2023 | MORGAN STANLEY | 1.04% | 235.68K | 1.7M | -20.71K | -8.08% |
| Dec 31, 2023 | INVESCO LTD. | 1.08% | 244.52K | 1.77M | 41.9K | +20.68% |
| Dec 31, 2023 | COHEN & STEERS, INC. | 1.82% | 412.92K | 2.99M | 0 | 0 |
| Dec 31, 2023 | GUGGENHEIM CAPITAL LLC | 1.83% | 415.45K | 3M | 4.74K | +1.15% |
| Dec 31, 2023 | SIT INVESTMENT ASSOCIATES INC | 1.88% | 426.69K | 3.09M | 115.71K | +37.21% |
| Dec 31, 2023 | 0% | 50 | 362 | 50 | +100.00% | |
| Dec 31, 2023 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0% | 0 | - | -6.89K | -100.00% |
| Dec 31, 2023 | FNY INVESTMENT ADVISERS, LLC | 0% | 0 | - | -700 | -100.00% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0% | 0 | - | -32.33K | -100.00% |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0% | 0 | - | -6.43K | -100.00% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 193 | 1.4K | 0 | 0 |
| Dec 31, 2023 | DUNCKER STREETT & CO INC | 0% | 243 | 1.76K | 0 | 0 |
| Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 604 | 4.37K | 0 | 0 |
| Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0% | 782 | 5.65K | 782 | +100.00% |
| Dec 31, 2023 | GLOBAL RETIREMENT PARTNERS, LLC | 0.01% | 1.55K | 11.15K | 0 | 0 |
| Dec 31, 2023 | HARBOUR INVESTMENTS, INC. | 0.01% | 1.86K | 13.48K | 0 | 0 |
| Dec 31, 2023 | COMERICA BANK | 0.01% | 1.95K | 14.07K | 0 | 0 |
| Dec 31, 2023 | BOK FINANCIAL PRIVATE WEALTH, INC. | 0.01% | 2K | 14.46K | 2K | +100.00% |
| Dec 31, 2023 | ALLWORTH FINANCIAL LP | 0.01% | 2.05K | 14.82K | 0 | 0 |
| Dec 31, 2023 | LARSON FINANCIAL GROUP LLC | 0.01% | 2.3K | 16.63K | 0 | 0 |
| Dec 31, 2023 | BELLEVUE ASSET MANAGEMENT, LLC | 0.01% | 2.71K | 19.62K | 5 | +0.18% |
| Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 3K | 21.69K | 0 | 0 |
Among the EHI insiders holding of 0.01% of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 8.96M. GRILLO ANTHONY, director, is the second largest EHI insider with ownership of 2K shares. COLMAN CAROL L, director, stands third with possession of 1.38K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 10 percent owner | 8.96M |
| GRILLO ANTHONY | director | 2K |
| COLMAN CAROL L | director | 1.38K |
| CRONIN DANIEL P | director | 0 |
| HUTCHINSON WILLIAM R | director | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Apr 10, 2026 | COLMAN CAROL L | SALE | 6.14 | 3K | 18.42K | 1.38K |
| May 27, 2025 | GRILLO ANTHONY | PURCHASE | 6.38 | 2K | 12.76K | 2K |
| Nov 19, 2020 | CRONIN DANIEL P | SALE | 10.39 | 21.38K | 222.16K | 0 |
| Apr 30, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.38 | 20.75K | 173.89K | 8.96M |
| Apr 29, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.41 | 15.69K | 131.98K | 8.94M |
| Apr 28, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.20 | 11.85K | 97.14K | 8.92M |
| Apr 27, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.17 | 41.59K | 339.81K | 8.91M |
| Apr 23, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.22 | 27.94K | 229.64K | 8.87M |
| Apr 22, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.18 | 98.75K | 807.75K | 8.84M |
| Apr 21, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.13 | 544 | 4.42K | 8.74M |
| Apr 20, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.38 | 13.33K | 111.67K | 8.74M |
| Apr 17, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.49 | 17.43K | 147.97K | 8.73M |
| Apr 16, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.30 | 121.94K | 1.01M | 8.71M |
| Apr 15, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.32 | 66.93K | 556.83K | 8.59M |
| Apr 14, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.47 | 22.74K | 192.61K | 8.52M |
| Apr 13, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.22 | 21.97K | 180.62K | 8.5M |
| Apr 09, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.41 | 99.57K | 837.42K | 8.47M |
| Apr 08, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.11 | 4.21K | 34.14K | 8.38M |
| Apr 07, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 7.86 | 19.5K | 153.26K | 8.37M |
| Mar 18, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 7.14 | 70.69K | 504.75K | 9.54M |
| Mar 17, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 7.68 | 10K | 76.8K | 9.47M |
| Mar 16, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.00 | 610 | 4.88K | 9.46M |
| Mar 13, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.54 | 25.56K | 218.28K | 9.46M |
| Mar 12, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.27 | 89.43K | 739.6K | 9.43M |
| Mar 05, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.08 | 3.6K | 36.29K | 9.34M |
| Mar 04, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.18 | 4.12K | 41.97K | 9.34M |
| Mar 03, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.10 | 321.05K | 3.24M | 9.33M |
| Mar 02, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.04 | 250.74K | 2.52M | 9.01M |
| Feb 28, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.74 | 332.61K | 3.24M | 8.76M |
| Feb 27, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.07 | 31.7K | 319.24K | 8.43M |
| Feb 26, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.21 | 91.84K | 937.73K | 8.4M |
| Feb 25, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.34 | 77.96K | 806.13K | 8.31M |
| Feb 21, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.42 | 11.42K | 118.98K | 8.23M |
| Feb 20, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.40 | 185.18K | 1.93M | 8.22M |
| Feb 19, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 10.39 | 201.88K | 2.1M | 8.03M |
| Jan 16, 2020 | CRONIN DANIEL P | SALE | 10.14 | 2.5K | 25.36K | 19.9K |
| Jan 03, 2020 | HUTCHINSON WILLIAM R | SALE | 10.02 | 1.6K | 16.04K | 0 |
| Jun 20, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.91 | 30K | 297.3K | 7.83M |
| Jun 19, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.84 | 29.71K | 292.3K | 7.8M |
| Jun 18, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.86 | 10K | 98.6K | 7.77M |
| Jun 14, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.88 | 2.65K | 26.17K | 7.76M |
| Jun 13, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.88 | 12.09K | 119.42K | 7.76M |
| Jun 11, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.87 | 1.33K | 13.1K | 7.75M |
| Jun 10, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.84 | 20.38K | 200.51K | 7.74M |
| Jun 07, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.79 | 11.6K | 113.55K | 7.72M |
| Jun 06, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.73 | 1.81K | 17.62K | 7.71M |
| Jun 05, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.66 | 651 | 6.29K | 7.71M |
| Jun 04, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.65 | 10K | 96.5K | 7.71M |
| Jun 03, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.63 | 12.8K | 123.22K | 7.7M |
| May 31, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.62 | 19.72K | 189.67K | 7.69M |
| May 30, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.68 | 11.28K | 109.23K | 7.67M |
| May 29, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.70 | 8.17K | 79.24K | 7.66M |
| May 23, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.69 | 1.35K | 13.05K | 7.65M |
| May 22, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.77 | 20K | 195.4K | 7.65M |
| May 21, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.73 | 32.29K | 314.2K | 7.63M |
| May 20, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.75 | 645 | 6.29K | 7.59M |
| May 17, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.77 | 20K | 195.4K | 7.59M |
| May 16, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.73 | 16.28K | 158.38K | 7.57M |
| May 15, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.68 | 52.99K | 512.96K | 7.56M |
| May 14, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.68 | 16.26K | 157.43K | 7.5M |
| May 10, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.69 | 20.95K | 202.98K | 7.49M |
| May 09, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.67 | 6.91K | 66.81K | 7.47M |
| May 08, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.71 | 13.57K | 131.75K | 7.46M |
| May 07, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.70 | 8.06K | 78.22K | 7.45M |
| May 06, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.69 | 6.85K | 66.37K | 7.44M |
| May 03, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.73 | 10K | 97.3K | 7.43M |
| May 02, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.72 | 5.3K | 51.55K | 7.42M |
| May 01, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.74 | 1.52K | 14.8K | 7.42M |
| Apr 30, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.70 | 16.3K | 158.14K | 7.42M |
| Apr 29, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.68 | 6.87K | 66.5K | 7.4M |
| Apr 26, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.66 | 1.1K | 10.63K | 7.39M |
| Apr 25, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.70 | 6.67K | 64.67K | 7.39M |
| Apr 24, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.70 | 730 | 7.08K | 7.38M |
| Apr 23, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.68 | 123.98K | 1.2M | 7.38M |
| Apr 22, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.63 | 17.32K | 166.81K | 7.26M |
| Apr 18, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.64 | 17.08K | 164.67K | 7.24M |
| Apr 17, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.59 | 15.02K | 144.06K | 7.23M |
| Apr 16, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.68 | 5.37K | 51.99K | 7.21M |
| Apr 15, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.65 | 18.57K | 179.19K | 7.2M |
| Apr 12, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.66 | 25.99K | 251.08K | 7.19M |
| Apr 11, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.64 | 7.36K | 70.96K | 7.16M |
| Apr 10, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.66 | 28.01K | 270.6K | 7.15M |
| Apr 09, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.61 | 9.4K | 90.32K | 7.12M |
| Apr 04, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.64 | 12.07K | 116.35K | 7.12M |
| Apr 03, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.56 | 100 | 956 | 7.1M |
| Feb 19, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.27 | 5.85K | 54.21K | 7.1M |
| Feb 08, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.23 | 6.54K | 60.32K | 7.1M |
| Feb 07, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.25 | 24.03K | 222.25K | 7.09M |
| Feb 06, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.27 | 18.66K | 172.96K | 7.07M |
| Feb 05, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.27 | 120.97K | 1.12M | 7.05M |
| Feb 04, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.22 | 97.28K | 896.9K | 6.93M |
| Feb 01, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.18 | 2K | 18.36K | 6.83M |
| Jan 31, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.14 | 10.5K | 95.92K | 6.83M |
| Jan 30, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.10 | 16.83K | 153.18K | 6.82M |
| Jan 29, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.20 | 41.97K | 386.16K | 6.8M |
| Jan 28, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.05 | 3.3K | 29.87K | 6.76M |
| Jan 24, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.08 | 11.2K | 101.7K | 6.75M |
| Jan 22, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.05 | 52.94K | 479.07K | 6.74M |
| Jan 18, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.03 | 99.33K | 896.97K | 6.69M |
| Jan 17, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 8.97 | 2.91K | 26.1K | 6.59M |
| Jan 16, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.11 | 161.99K | 1.48M | 6.59M |
| Jan 15, 2019 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 9.06 | 267.57K | 2.42M | 6.43M |