How many institutions own EMD 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 EMD shares is 111, representing 50.03% of the company's common stock.

Who are the major shareholders selling Western Asset Emerging Markets Debt Fund Inc. stock?

COMERICA BANK, in the last quarter, reduced its stake in EMD by -5.39% restricting it's holding to 21.16 thousand shares of worth nearly $224.90K. NEWEDGE ADVISORS, LLC also lessened -1.95% of the EMD shares from its portfolio, reducing its holding to 91.42 thousand shares of worth $971.82K. INTEGRATED WEALTH CONCEPTS LLC also shunned EMD shares holding by -7.09% last quarter which brought its holding to 157.1 thousand shares worth $1.67M.

Investors who are buying EMD stock?

As per its latest 13F filing, PINNACLE WEALTH PLANNING SERVICES, INC. increased its stake in EMD by 100% in the last quarter. The institutional holder raised its holding to 17.95 thousand shares having worth more than $190.78K. CONCURRENT INVESTMENT ADVISORS, LLC also added 0.57% more shares of EMD to its portfolio, raising its holding to 20.24 thousand shares of worth $215.12K. LEVEL FOUR ADVISORY SERVICES, LLC also increased its EMD shares holding by 0.71% which brought its holding to 21.68 thousand shares worth $230.49K.

EMD's major insiders: who are they?

The insider with the most stakes in EMD is CRONIN DANIEL P , director at the company. Additionally, EMD stock is highly held by director GRILLO ANTHONY and director COLMAN CAROL L among others.

Did an insider recently sell EMD stock?

Company executives, directors, and other insiders own 0% percent of Western Asset Emerging Markets Debt Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which EMD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CRONIN DANIEL P, HUTCHINSON WILLIAM R, and SHEPLER ROBERT P.

Which insider recently purchased EMD stock?

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

How much of EMD does insiders own?

Around 0 Western Asset Emerging Markets Debt Fund Inc. shares are held by insiders, which represents about 0% of EMD stock.

Who is the insider with the largest stake?

EMD director, CRONIN DANIEL P holds the largest portfolio of the company's shares. EMD shares owned by CRONIN total nearly 3.99 thousand.

Which institution holds the most shares in EMD?

PINNACLE WEALTH PLANNING SERVICES, INC. is the largest institutional owner in EMD which holds 17.95 thousand shares worth $190.78K or 0.03% of the total EMD shares outstanding followed by CONCURRENT INVESTMENT ADVISORS, LLC with ownership of 20.24 thousand shares representing 0.03% of the EMD ownership. COMERICA BANK is the third largest stakeholder with 21.16 thousand shares or 0.04% of the ownership worth more than $224.90K.

Is Western Asset Emerging Markets Debt 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 EMD is concerned, it is a stock which is not optionable.

Is there a short position on EMD's shares?

Number of EMD 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 EMD shares are there?

As of today, null shares of EMD are outstanding.

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

EMD 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 EMD is null.

Western Asset Emerging Markets Debt Fund (EMD) 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

50.03% Percentage of Shares held by All Institutions

50.03% Percentage of Float held by Institutions

111

Number of Institutions Holding Shares

Institutional Ownership

About 50.03% of EMD shares are held by financial institutions. PINNACLE WEALTH PLANNING SERVICES, INC. is the top corporate investor, holding 17.95K shares valued at $190.78K. A 0.03% stake in Western Asset Emerging Markets Debt Fund Inc. is owned by the company. CONCURRENT INVESTMENT ADVISORS, LLC owns 20.24K shares valued at $215.12K, which translates its holding of 0.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.03%	17.95K	190.78K	17.95K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	20.24K	215.12K	114	+0.57%
Dec 31, 2025	COMERICA BANK	0.04%	21.16K	224.9K	-1.21K	-5.39%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.04%	21.68K	230.49K	152	+0.71%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.04%	23K	245K	49	+0.21%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.14%	83.84K	891.25K	2.83K	+3.50%
Dec 31, 2025	UNCOMMON CENTS INVESTING LLC	0.15%	88.82K	944.16K	2.4K	+2.78%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.16%	91.42K	971.82K	-1.82K	-1.95%
Dec 31, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.21%	120.98K	1.35M	0	0
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.27%	157.1K	1.67M	-11.99K	-7.09%
Dec 31, 2025	ROYAL BANK OF CANADA	0.38%	219.99K	2.34M	30.43K	+16.05%
Dec 31, 2025	COHEN & STEERS, INC.	0.46%	270K	2.87M	0	0
Dec 31, 2025	UBS GROUP AG	0.48%	278.61K	2.96M	-5K	-1.76%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	46.32K	492.37K	-257	-0.55%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.04%	24.92K	264.93K	159	+0.64%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	25.18K	267.61K	-297	-1.17%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	25.3K	268.69K	25K	+8,333.33%
Dec 31, 2025	PAPAMARKOU WELLNER ASSET MANAGEMENT INC.	0.05%	26.4K	280.63K	6.4K	+32.00%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	27.49K	292.24K	473	+1.75%
Dec 31, 2025	STEPHENS INC /AR/	0.05%	28.47K	302.64K	-2.77K	-8.87%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	31.74K	337.38K	4.53K	+16.64%
Dec 31, 2025	MOORS & CABOT, INC.	0.06%	32.17K	341.97K	300	+0.94%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.06%	32.25K	343K	137	+0.43%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	35.45K	376.79K	35.45K	+100.00%
Dec 31, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.06%	35.86K	381.23K	-1.13K	-3.04%
Dec 31, 2025	ADVISOR OS, LLC	0.06%	36.16K	384.34K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	36.76K	390.76K	23.49K	+177.04%
Dec 31, 2025	MARINER, LLC	0.06%	36.78K	390.95K	-13.31K	-26.58%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.07%	43.13K	458.5K	43.13K	+100.00%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.08%	44.68K	474.95K	1.43K	+3.31%
Dec 31, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.09%	50.54K	537.19K	2.45K	+5.10%
Dec 31, 2025	LAIDLAW WEALTH MANAGEMENT LLC	0.1%	60.7K	645.24K	0	0
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.17%	100.81K	1.07M	22.58K	+28.86%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.19%	109.48K	1.16M	-1.83K	-1.64%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.19%	110.13K	1.17M	2.78K	+2.59%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.68%	395.09K	4.2M	19.69K	+5.25%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.77%	448.05K	4.76M	63.11K	+16.40%
Dec 31, 2025	INVESCO LTD.	1.61%	938.16K	9.97M	-99.89K	-9.62%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	15.8K	168K	-952	-5.68%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	16.02K	170.29K	16.02K	+100.00%
Dec 31, 2025	JTC EMPLOYER SOLUTIONS TRUSTEE LTD	0.03%	16.14K	172K	0	0
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.29%	167.35K	1.78M	7.17K	+4.48%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	180.85K	1.92M	3.57K	+2.02%
Dec 31, 2025	RAREVIEW CAPITAL LLC	0.5%	292.87K	2.94M	-86.55K	-22.81%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.75%	436.65K	4.64M	65.86K	+17.76%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.79%	460.49K	4.9M	-147.44K	-24.25%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.99%	574.95K	6.11M	83.29K	+16.94%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.18%	686.59K	7.3M	62.99K	+10.10%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.1%	58.03K	616.84K	2.26K	+4.06%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	11.21K	119.21K	0	0
Dec 31, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.02%	11.27K	119.8K	0	0
Dec 31, 2025	HRT FINANCIAL LP	0.02%	11.95K	127K	11.95K	+100.00%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.02%	12.56K	133.46K	44	+0.35%
Dec 31, 2025	JANE STREET GROUP, LLC	0.02%	12.61K	133.99K	-6.92K	-35.45%
Dec 31, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.02%	13.87K	147.42K	689	+5.23%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.02%	14.05K	149.38K	-35.43K	-71.60%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	15.24K	161.97K	3.41K	+28.86%
Dec 31, 2025	LPL FINANCIAL LLC	1.49%	863.75K	9.18M	19.45K	+2.30%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.61%	933.13K	9.92M	-91.75K	-8.95%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.93%	1.12M	11.92M	-460.88K	-29.12%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	2.22%	1.29M	13.73M	-459.24K	-26.23%
Dec 31, 2025	MORGAN STANLEY	15.43%	8.97M	95.33M	354.21K	+4.11%
Dec 31, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.13%	77.54K	824.2K	5.35K	+7.41%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	66.37K	706K	2.08K	+3.24%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	49.3K	524.01K	2.49K	+5.33%
Dec 31, 2025	CHOREO, LLC	0.1%	55.93K	611.01K	2.24K	+4.18%
Dec 31, 2025	BLACKROCK, INC.	0.03%	16.27K	172.91K	12.15K	+295.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	17.74K	188.6K	17.74K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.45%	844.3K	8.71M	31.8K	+3.91%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.76%	1.02M	10.58M	-94.48K	-8.44%
Sep 30, 2025	INVESCO LTD.	1.79%	1.04M	10.71M	-37.94K	-3.53%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.72%	1.58M	16.33M	-116.83K	-6.87%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	3.01%	1.75M	18.07M	-279.06K	-13.75%
Sep 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.13%	78.23K	807.36K	19.42K	+33.02%
Sep 30, 2025	SEED WEALTH MANAGEMENT, INC.	0.03%	19.65K	202.79K	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	20.12K	207.67K	-3.57K	-15.08%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	46.58K	480.66K	-83	-0.18%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	46.8K	482.99K	-22.57K	-32.54%
Sep 30, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.08%	48.09K	496.24K	2.05K	+4.45%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.09%	49.48K	516.08K	-1.09K	-2.15%
Sep 30, 2025	MARINER, LLC	0.09%	50.09K	516.95K	2.48K	+5.20%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.19%	111.31K	1.15M	-3.2K	-2.80%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.28%	160.18K	1.67M	-2.74K	-1.68%
Sep 30, 2025	ROYAL BANK OF CANADA	0.33%	189.56K	1.96M	30.46K	+19.15%
Sep 30, 2025	UBS GROUP AG	0.49%	283.6K	2.93M	-5.91K	-2.04%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.29%	169.09K	1.75M	-4.87K	-2.80%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.14%	81.01K	853.04K	6.13K	+8.19%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.15%	89.45K	923.15K	-528.43K	-85.52%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	27.02K	278.84K	477	+1.80%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	16.75K	173K	-1.15K	-6.41%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.18%	107.35K	1.11M	107.35K	+100.00%
Sep 30, 2025	UNCOMMON CENTS INVESTING LLC	0.15%	86.42K	891.85K	5.63K	+6.97%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	177.27K	1.82M	17.37K	+10.86%
Sep 30, 2025	MORGAN STANLEY	14.82%	8.61M	88.9M	119.94K	+1.41%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.1%	60.88K	628.27K	1.09K	+1.83%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	93.24K	962.26K	868	+0.94%
Sep 30, 2025	STEPHENS INC /AR/	0.05%	31.24K	322.41K	-1.53K	-4.65%
Sep 30, 2025	CHOREO, LLC	0.09%	53.69K	554.03K	-190	-0.35%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.1%	55.76K	575.48K	2.12K	+3.96%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	64.29K	663K	999	+1.58%
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.12%	72.19K	744.95K	5.2K	+7.76%
Sep 30, 2025	COHEN & STEERS, INC.	0.46%	270K	2.79M	0	0
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.04%	24.76K	255.56K	24.76K	+100.00%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	25.47K	262.87K	8	+0.03%
Sep 30, 2025	LAIDLAW WEALTH MANAGEMENT LLC	0.1%	60.7K	626.42K	-7.85K	-11.45%
Sep 30, 2025	COMERICA BANK	0.04%	22.36K	230.78K	-689	-2.99%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	27.21K	281K	-2.43K	-8.20%
Sep 30, 2025	MOORS & CABOT, INC.	0.05%	31.87K	328.9K	0	0
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.06%	32.12K	331K	398	+1.25%
Sep 30, 2025	ADVISOR OS, LLC	0.06%	36.16K	373.13K	0	0
Sep 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.06%	36.99K	381.74K	-639	-1.70%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	43.25K	446.31K	1.13K	+2.68%
Sep 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.21%	120.98K	1.28M	-389	-0.32%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.04%	22.96K	237K	230	+1.01%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.04%	21.53K	222.2K	7.92K	+58.13%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.66%	384.94K	3.97M	114.11K	+42.13%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.05%	607.93K	6.27M	-39.27K	-6.07%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	3K	30.96K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	3.94K	40.62K	-2.88K	-42.25%
Sep 30, 2025	BLACKROCK, INC.	0.01%	4.12K	42.5K	-23.72K	-85.20%
Sep 30, 2025	WPG ADVISERS, LLC	0.01%	5.48K	56.54K	13	+0.24%
Sep 30, 2025	ANFIELD CAPITAL MANAGEMENT, LLC	0.01%	5.8K	59.85K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	5.87K	60.54K	290	+5.20%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	11.21K	115.73K	11.21K	+100.00%
Sep 30, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.02%	11.27K	116.31K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.64%	370.79K	3.83M	-63.2K	-14.56%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.65%	375.4K	3.87M	16.07K	+4.47%
Sep 30, 2025	RAREVIEW CAPITAL LLC	0.65%	379.42K	3.81M	43.48K	+12.94%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.02%	11.33K	116.88K	119	+1.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.85%	491.66K	5.07M	135.67K	+38.11%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.02%	11.82K	122.03K	-46.89K	-79.86%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.02%	12.51K	130.31K	32	+0.26%
Sep 30, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.02%	13.18K	136.01K	0	0
Sep 30, 2025	GRIES FINANCIAL LLC	0.02%	13.95K	144K	13.95K	+100.00%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.02%	13.97K	144.13K	-1.23K	-8.11%
Sep 30, 2025	JTC EMPLOYER SOLUTIONS TRUSTEE LTD	0.03%	16.14K	166K	0	0
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.07%	623.6K	6.44M	105.86K	+20.45%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	25.46K	255.91K	8	+0.03%
Jun 30, 2025	MARINER, LLC	0.08%	47.62K	478.53K	-1.36K	-2.78%
Jun 30, 2025	COHEN & STEERS, INC.	0.46%	270K	2.71M	0	0
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.28%	162.92K	1.66M	-32.84K	-16.78%
Jun 30, 2025	ROYAL BANK OF CANADA	0.27%	159.1K	1.6M	2.72K	+1.74%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	29.64K	298K	-207.58K	-87.50%
Jun 30, 2025	BLACKROCK, INC.	0.05%	27.83K	279.72K	3.25K	+13.23%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	26.54K	266.75K	1.03K	+4.05%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	23.7K	238.16K	638	+2.77%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.04%	22.73K	228K	1K	+4.60%
Jun 30, 2025	SEED WEALTH MANAGEMENT, INC.	0.03%	19.65K	197.48K	0	0
Jun 30, 2025	JTC EMPLOYER SOLUTIONS TRUSTEE LTD	0.03%	16.14K	162K	0	0
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.03%	15.2K	152.74K	15.2K	+100.00%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.02%	13.62K	136.83K	1.12K	+8.92%
Jun 30, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.02%	13.18K	132.45K	556	+4.40%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.02%	12.48K	126.6K	32	+0.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	47.19K	474.3K	1.02K	+2.20%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	46.66K	468.92K	20.9K	+81.16%
Jun 30, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.08%	46.04K	462.65K	3.35K	+7.85%
Jun 30, 2025	MATISSE CAPITAL	0.08%	45.66K	458.87K	22.43K	+96.59%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	34.97K	351.41K	-37.66K	-51.86%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.05%	31.72K	319K	-602	-1.86%
Jun 30, 2025	MOORS & CABOT, INC.	0.05%	31.87K	320.29K	-100	-0.31%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	42.12K	423.29K	-857	-1.99%
Jun 30, 2025	MORGAN STANLEY	14.61%	8.49M	85.37B	211.33K	+2.55%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	3.49%	2.03M	20.4M	-410.16K	-16.81%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.93%	1.12M	11.25M	0	0
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.06%	617.88K	6.21M	0	0
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.89%	517.74K	5.2M	15.28K	+3.04%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.61%	355.98K	3.58M	4.27K	+1.21%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.92%	1.7M	17.08M	89.92K	+5.59%
Jun 30, 2025	INVESCO LTD.	1.85%	1.08M	10.81M	656	+0.06%
Jun 30, 2025	LPL FINANCIAL LLC	1.4%	812.5K	8.17M	18.2K	+2.29%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.11%	647.2K	6.5M	2.51K	+0.39%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.75%	433.98K	4.36M	24.94K	+6.10%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.62%	359.32K	3.61M	18.87K	+5.54%
Jun 30, 2025	UBS GROUP AG	0.5%	289.51K	2.91M	2.2K	+0.77%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.47%	270.83K	2.72M	33.85K	+14.28%
Jun 30, 2025	STEPHENS INC /AR/	0.06%	32.77K	329.3K	1.75K	+5.64%
Jun 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.21%	121.37K	1.26M	11	+0.01%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.2%	114.51K	1.15M	16.59K	+16.94%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	92.37K	928.36K	-277	-0.30%
Jun 30, 2025	UNCOMMON CENTS INVESTING LLC	0.14%	80.79K	811.94K	45.5K	+128.93%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.13%	74.88K	757.05K	3.57K	+5.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.12%	69.37K	697.2K	3.6K	+5.47%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	159.9K	1.61M	81.32K	+103.48%
Jun 30, 2025	LAIDLAW WEALTH MANAGEMENT LLC	0.12%	68.55K	688.93K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	63.29K	636K	3.49K	+5.84%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.1%	59.79K	600.85K	505	+0.85%
Jun 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.1%	58.81K	591.07K	3.96K	+7.21%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	58.72K	590.12K	649	+1.12%
Jun 30, 2025	CHOREO, LLC	0.09%	53.88K	541.44K	1.7K	+3.26%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.09%	53.64K	539.08K	200	+0.37%
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.09%	52.67K	529.37K	-3.2K	-5.72%
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.58%	335.94K	3.38M	-20.46K	-5.74%
Jun 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.12%	66.99K	673.23K	4.76K	+7.65%
Jun 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.09%	50.57K	508.22K	889	+1.79%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.07%	39.87K	400.7K	-32.48K	-44.89%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.06%	37.71K	378.96K	37.71K	+100.00%
Jun 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.06%	37.63K	378.17K	564	+1.52%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.3%	173.96K	1.75M	64.18K	+58.47%
Jun 30, 2025		0.06%	37.63K	378.17K	564	+1.52%
Jun 30, 2025	ADVISOR OS, LLC	0.06%	36.16K	363.37K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.06%	33.09K	332.59K	402	+1.23%
Mar 31, 2025	LAIDLAW WEALTH MANAGEMENT LLC	0.12%	68.55K	677.96K	1K	+1.48%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	237.22K	2.35M	222.3K	+1,489.61%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.77%	1.61M	15.92M	147.89K	+10.12%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	4.2%	2.44M	24.04M	8.1K	+0.33%
Mar 31, 2025	MORGAN STANLEY	14.25%	8.28M	81.92M	230.1K	+2.86%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.06%	37.06K	366.55K	910	+2.52%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.06%	32.32K	320K	24	+0.07%
Mar 31, 2025	INVESCO LTD.	1.85%	1.08M	10.64M	840	+0.08%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.12%	71.31K	666.78K	4.94K	+7.45%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.09%	52.97K	523.88K	34.92K	+193.39%
Mar 31, 2025	CHOREO, LLC	0.09%	52.17K	515.98K	6.05K	+13.12%
Mar 31, 2025	WALLEYE CAPITAL LLC	0.12%	72.35K	715.54K	35.55K	+96.59%
Mar 31, 2025	ROYAL BANK OF CANADA	0.27%	156.38K	1.55M	-14.2K	-8.32%
Mar 31, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.07%	42.69K	422.16K	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	46.18K	456.68K	5.03K	+12.21%
Mar 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.09%	54.86K	542.53K	6.99K	+14.61%
Mar 31, 2025		0.06%	37.07K	366.57K	37.07K	+100.00%
Mar 31, 2025	COHEN & STEERS, INC.	0.46%	270K	2.67M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	1.37%	794.3K	7.86M	2.97K	+0.38%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.17%	97.93K	968.49K	21.91K	+28.83%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.61%	351.71K	3.48M	27.23K	+8.39%
Mar 31, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.21%	121.36K	1.15M	10	+0.01%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.59%	340.45K	3.38M	11.29K	+3.43%
Mar 31, 2025	CAMELOT PORTFOLIOS, LLC	0.1%	55.87K	552.54K	14.88K	+36.32%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.1%	59.28K	586.29K	4.54K	+8.29%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	72.63K	718.29K	54.54K	+301.55%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	78.59K	777.22K	6.97K	+9.73%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.16%	92.65K	916.32K	1.46K	+1.61%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	109.52K	1.08M	8.01K	+7.90%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.19%	109.78K	1.09M	1.79K	+1.66%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.7%	409.05K	4.05M	94.61K	+30.09%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.86%	502.46K	4.97M	-6.67K	-1.31%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.06%	617.88K	6.11M	-76.48K	-11.01%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.11%	644.69K	6.38M	141.78K	+28.19%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.93%	1.12M	11.07M	0	0
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.41%	236.98K	2.34M	18.68K	+8.56%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.06%	32.69K	323.31K	27.67K	+551.60%
Mar 31, 2025	UNCOMMON CENTS INVESTING LLC	0.06%	35.29K	349.02K	6.79K	+23.82%
Mar 31, 2025	ADVISOR OS, LLC	0.06%	36.16K	357.58K	-8	-0.02%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	42.98K	425.02K	729	+1.73%
Mar 31, 2025	MARINER, LLC	0.08%	48.98K	484.4K	8.6K	+21.31%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.09%	53.44K	528.52K	-663	-1.23%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	58.07K	574.3K	-14.72K	-20.23%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	59.8K	591K	-2.07K	-3.34%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.11%	65.78K	650.55K	-1.17K	-1.74%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.34%	195.76K	1.95M	27.88K	+16.61%
Mar 31, 2025	UBS GROUP AG	0.49%	287.31K	2.84M	-13.42K	-4.46%
Mar 31, 2024	US BANCORP \DE\	0.01%	5K	48.05K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	5.21K	50.03K	0	0
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.02%	10.04K	96.46K	10.04K	+100.00%
Mar 31, 2024	OCCIDENTAL ASSET MANAGEMENT, LLC	0.02%	10.58K	101.64K	79	+0.75%
Mar 31, 2024	KLINGMAN & ASSOCIATES, LLC	0.02%	12.58K	120.9K	0	0
Mar 31, 2024	UNCOMMON CENTS INVESTING LLC	0.03%	15.6K	149.92K	2.7K	+20.93%
Mar 31, 2024	JTC EMPLOYER SOLUTIONS TRUSTEE LTD	0.03%	16.14K	154K	0	0
Mar 31, 2024	PINNACLE WEALTH PLANNING SERVICES, INC.	0.03%	17.31K	166.32K	212	+1.24%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	17.65K	170K	7.07K	+66.81%
Mar 31, 2024	MGO ONE SEVEN LLC	0.03%	18.08K	173.79K	-239	-1.30%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.03%	19.08K	183K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	19.69K	189K	19.69K	+100.00%
Mar 31, 2024	CAROLINAS WEALTH CONSULTING LLC	0.01%	3.77K	36.27K	69	+1.86%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.76%	1.61M	15.48M	0	0
Mar 31, 2024	MORGAN STANLEY	16.79%	9.81M	94.28M	60.98K	+0.63%
Mar 31, 2024	SEED WEALTH MANAGEMENT, INC.	0.03%	19.9K	191.04K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.04%	23.69K	227.68K	-378.61K	-94.11%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.08%	49.39K	474.65K	1.5K	+3.13%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.09%	51.05K	490.58K	51.05K	+100.00%
Mar 31, 2024	STEPHENS INC /AR/	0.09%	53.15K	510.79K	900	+1.72%
Mar 31, 2024	CAMELOT PORTFOLIOS, LLC	0.1%	61.32K	589.25K	-21.12K	-25.62%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.11%	62.53K	601K	-1.98K	-3.06%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.11%	66.87K	642.6K	1.49K	+2.27%
Mar 31, 2024	SIMPLIFY ASSET MANAGEMENT INC.	0.14%	80K	768.8K	80K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.14%	80.18K	776K	70.16K	+699.96%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.31%	178.84K	1.72M	27.04K	+17.81%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.39%	225.83K	2.17M	-6.32K	-2.72%
Mar 31, 2024	CETERA ADVISORS LLC	0.42%	247.86K	2.38M	247.86K	+100.00%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.44%	258.21K	2.48M	108.94K	+72.98%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.5%	294.38K	2.82M	-7.43K	-2.46%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.55%	319.65K	3.07M	34.31K	+12.03%
Mar 31, 2024	LPL FINANCIAL LLC	0.55%	323.26K	3.11M	18.99K	+6.24%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.69%	405.36K	3.9M	7.68K	+1.93%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.79%	461.19K	3.87M	-48.93K	-9.59%
Mar 31, 2024	UBS GROUP AG	0.97%	569.63K	5.47M	35.21K	+6.59%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.24%	726.55K	6.98M	6.82K	+0.95%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.14%	1.25M	12.03M	359.4K	+40.29%
Mar 31, 2024	IRONSIDES ASSET ADVISORS, LLC	0.04%	25.94K	249.3K	1.97K	+8.22%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.05%	27.44K	266K	-900	-3.18%
Mar 31, 2024	COMERICA BANK	0.05%	29.66K	284.98K	2.57K	+9.50%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.05%	30.94K	297.29K	20.6K	+199.18%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.06%	32.66K	314K	5.14K	+18.66%
Mar 31, 2024	MOORS & CABOT, INC.	0.06%	32.85K	315.69K	32.85K	+100.00%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.06%	33.21K	319.1K	33.21K	+100.00%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.06%	36.19K	348K	11.44K	+46.25%
Mar 31, 2024	ADVISOR OS, LLC	0.06%	36.68K	352.45K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.07%	38.11K	366.26K	26.46K	+227.00%
Mar 31, 2024	GOULD ASSET MANAGEMENT LLC /CA/	0.07%	38.99K	374.65K	3.02K	+8.40%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.07%	40.82K	392.32K	40.82K	+100.00%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	41.8K	401.74K	3.29K	+8.53%
Mar 31, 2024	LAIDLAW WEALTH MANAGEMENT LLC	0.07%	41.9K	402.66K	21.05K	+100.96%
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	0.07%	42.15K	405.08K	-4.8K	-10.22%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.07%	43.01K	413.33K	27.01K	+168.81%
Mar 31, 2024	MARINER, LLC	0.08%	46.5K	446.83K	-2.24K	-4.60%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.12%	69.3K	665.97K	-17.5K	-20.16%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.36%	211.06K	2.03M	104.59K	+98.23%
Mar 31, 2024	INVESCO LTD.	1.7%	992.98K	9.54M	38.88K	+4.08%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	3.14%	1.83M	17.63M	7.63K	+0.42%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.01%	4.5K	41.82K	-4.32K	-49.01%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.22%	128.3K	1.25M	82.52K	+180.26%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.21%	121.82K	1.17M	-3.14K	-2.51%
Mar 31, 2024	ROYAL BANK OF CANADA	0.27%	159.47K	1.53M	12.99K	+8.87%
Mar 31, 2024	COHEN & STEERS, INC.	0.44%	260K	2.5M	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.46%	270.66K	2.6M	22.83K	+9.21%
Dec 31, 2023	ADVISOR RESOURCE COUNCIL	0.03%	19.45K	179.17K	19.45K	+100.00%
Dec 31, 2023	IEQ CAPITAL, LLC	0.03%	16.93K	155.91K	-18.06K	-51.61%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.66%	402.3K	3.71M	-420.02K	-51.08%
Dec 31, 2023	PENDERFUND CAPITAL MANAGEMENT LTD.	0.69%	419.14K	5.12M	11.84K	+2.91%
Dec 31, 2023	GLOVISTA INVESTMENTS LLC	0.73%	445.96K	4.11M	-21.67K	-4.63%
Dec 31, 2023	UBS GROUP AG	0.88%	534.42K	4.92M	-162.04K	-23.27%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.18%	719.73K	6.63M	114.26K	+18.87%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.46%	891.95K	8.21M	0	0
Dec 31, 2023	INVESCO LTD.	1.56%	954.1K	8.79M	35.23K	+3.83%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	1.93%	1.18M	10.84M	81.46K	+7.44%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.84%	510.12K	4.7M	48.93K	+10.61%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.65%	397.69K	3.66M	23.61K	+6.31%
Dec 31, 2023	LPL FINANCIAL LLC	0.5%	304.27K	2.8M	-47.01K	-13.38%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.49%	301.81K	2.78M	-12.28K	-3.91%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.47%	285.34K	2.63M	15.58K	+5.78%
Dec 31, 2023	COHEN & STEERS, INC.	0.43%	260K	2.4M	0	0
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.41%	247.83K	2.28M	-32.06K	-11.45%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.38%	232.15K	2.14M	-21.03K	-8.31%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.25%	151.8K	1.4M	-1.55K	-1.01%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.24%	149.27K	1.37M	139.27K	+1,392.70%
Dec 31, 2023	ROYAL BANK OF CANADA	0.24%	146.48K	1.35M	-18.16K	-11.03%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.2%	124.96K	1.15M	-8.18K	-6.14%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.64%	1.61M	14.84M	-88.74K	-5.22%
Dec 31, 2023	PENN MUTUAL ASSET MANAGEMENT, LLC	0.19%	114.08K	1.05M	0	0
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.17%	106.47K	980.59K	89.88K	+541.69%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.14%	86.8K	784.7K	4.4K	+5.34%
Dec 31, 2023	CAMELOT PORTFOLIOS, LLC	0.14%	82.43K	759.19K	19.04K	+30.03%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.11%	65.38K	602.16K	-9.51K	-12.70%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.11%	64.51K	594K	-8.62K	-11.79%
Dec 31, 2023	STEPHENS INC /AR/	0.09%	52.25K	481.24K	1.65K	+3.26%
Dec 31, 2023	MARINER, LLC	0.08%	48.74K	448.9K	-1.94K	-3.83%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.08%	47.89K	441.09K	329	+0.69%
Dec 31, 2023	AXXCESS WEALTH MANAGEMENT, LLC	0.08%	46.95K	432.4K	-320	-0.68%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.08%	45.78K	421.63K	-20.09K	-30.50%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	38.52K	354.77K	-17.69K	-31.47%
Dec 31, 2023	ADVISOR OS, LLC	0.06%	36.68K	337.78K	-1.22K	-3.23%
Dec 31, 2023	GOULD ASSET MANAGEMENT LLC /CA/	0.06%	35.97K	331.24K	3.04K	+9.22%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.05%	28.34K	261K	0	0
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.05%	27.52K	253K	-3.48K	-11.22%
Dec 31, 2023	COMERICA BANK	0.04%	27.08K	249.42K	-2.28K	-7.76%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.04%	24.74K	228K	5.7K	+29.93%
Dec 31, 2023	SFI ADVISORS, LLC	0.04%	24.33K	224.12K	24.33K	+100.00%
Dec 31, 2023	IRONSIDES ASSET ADVISORS, LLC	0.04%	23.97K	220.77K	-434	-1.78%
Dec 31, 2023	LAIDLAW WEALTH MANAGEMENT LLC	0.03%	20.85K	192.03K	20.85K	+100.00%
Dec 31, 2023		2.99%	1.83M	16.83M	1.83M	+100.00%
Dec 31, 2023	MORGAN STANLEY	15.97%	9.75M	89.8M	-1.83M	-15.81%
Dec 31, 2023	SEED WEALTH MANAGEMENT, INC.	0.03%	19.9K	182.09K	0	0
Dec 31, 2023	PINNACLE WEALTH PLANNING SERVICES, INC.	0.03%	17.1K	157.45K	335	+2.00%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	0.03%	17.91K	164.93K	-2.35K	-11.58%
Dec 31, 2023	MGO ONE SEVEN LLC	0.03%	18.32K	168.75K	-892	-4.64%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.03%	19.08K	176K	-12K	-38.61%

Insiders

Among the EMD insiders holding of 0% of the stake in company, CRONIN DANIEL P, director, holds the largest shares of 3.99K. GRILLO ANTHONY, director, is the second largest EMD insider with ownership of 1.25K shares. COLMAN CAROL L, director, stands third with possession of 1K shares of that stake.

Insiders	Designation	Shares Held
CRONIN DANIEL P	director	3.99K
GRILLO ANTHONY	director	1.25K
COLMAN CAROL L	director	1K
GERKEN R JAY	director	1K
SALACUSE JESWALD W	director	498
CRAIGE JAMES E	Executive Vice President	123
FLANAGAN THOMAS K	Executive Vice President	0
HUTCHINSON WILLIAM R	director	0
SHEPLER ROBERT P	Officer of the Adviser	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 27, 2025	GRILLO ANTHONY	PURCHASE	9.65	1.25K	12.06K	1.25K
Jan 05, 2022	CRONIN DANIEL P	SALE	12.84	4.1K	52.62K	3.99K
Dec 10, 2020	CRONIN DANIEL P	SALE	13.55	3K	40.65K	8.09K
Jan 09, 2020	HUTCHINSON WILLIAM R	SALE	14.64	2.64K	38.65K	0
Jan 06, 2020	HUTCHINSON WILLIAM R	SALE	14.61	2K	29.22K	2.64K
Jan 02, 2020	HUTCHINSON WILLIAM R	SALE	14.33	1K	14.33K	4.64K
Oct 29, 2019	CRONIN DANIEL P	SALE	13.87	2.5K	34.67K	11.09K
Sep 19, 2018	HUTCHINSON WILLIAM R	SALE	13.50	1.16K	15.66K	5.64K
Feb 24, 2011	SALACUSE JESWALD W	PURCHASE	12.83	100	1.28K	498
Jul 09, 2010	HUTCHINSON WILLIAM R	PURCHASE	17.60	1.25K	22K	6K
Feb 17, 2010	HUTCHINSON WILLIAM R	PURCHASE	17.44	1.75K	30.53K	4.75K
Feb 23, 2009	SHEPLER ROBERT P	SALE	10.58	1.17K	12.42K	0
Aug 21, 2007	SHEPLER ROBERT P	PURCHASE	16.93	1K	16.93K	1K
Jul 09, 2007	COLMAN CAROL L	PURCHASE	14.09	700	9.86K	1K
Jan 30, 2007	HUTCHINSON WILLIAM R	PURCHASE	17.63	1K	17.63K	2K
Feb 15, 2006	FLANAGAN THOMAS K	PURCHASE	16.00	1.17K	18.64K	0
Dec 13, 2005	CRAIGE JAMES E	PURCHASE	17.02	1.28K	21.84K	123
Jun 01, 2005	HUTCHINSON WILLIAM R	PURCHASE	18.21	1K	18.21K	2K
Aug 20, 2004	CRONIN DANIEL P	PURCHASE	17.70	2.5K	44.25K	3.5K
Jul 27, 2004	CRAIGE JAMES E	PURCHASE	16.17	1K	16.17K	4.58K
May 11, 2004	CRAIGE JAMES E	PURCHASE	14.90	500	7.45K	1.52K
Feb 12, 2004	CRONIN DANIEL P	PURCHASE	20.19	1K	20.19K	1K
Jan 23, 2004	COLMAN CAROL L	PURCHASE	18.30	300	5.49K	300
Jan 09, 2004	CRAIGE JAMES E	PURCHASE	20.05	1K	20.05K	1K
Dec 08, 2003	HUTCHINSON WILLIAM R	PURCHASE	20.01	1K	20.01K	1K
Dec 04, 2003	GERKEN R JAY	PURCHASE	20.00	1K	20K	1K
Nov 12, 2003	GERKEN R JAY	PURCHASE	18.00	500	9K	1K

Frequently Asked Questions