How many institutions own EOS 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 EOS shares is 144, representing 21.12% of the company's common stock.

Who are the major shareholders selling Eaton Vance Enhanced Equity Income Fund II stock?

FUND ADVISORS OF AMERICA INC/FL, in the last quarter, reduced its stake in EOS by -3.35% restricting it's holding to 103.09 thousand shares of worth nearly $2.27M. INDIVISIBLE PARTNERS also lessened -2.89% of the EOS shares from its portfolio, reducing its holding to 74.83 thousand shares of worth $1.65M. COMMONWEALTH EQUITY SERVICES, LLC also shunned EOS shares holding by -4.75% last quarter which brought its holding to 332.46 thousand shares worth $7.33M.

Investors who are buying EOS stock?

As per its latest 13F filing, COHEN & STEERS, INC. increased its stake in EOS by 34.79% in the last quarter. The institutional holder raised its holding to 174.36 thousand shares having worth more than $3.84M. KARPUS MANAGEMENT, INC. also added 91.11% more shares of EOS to its portfolio, raising its holding to 211.24 thousand shares of worth $4.66M. ROYAL BANK OF CANADA also increased its EOS shares holding by 4% which brought its holding to 381.04 thousand shares worth $8.40M.

EOS's major insiders: who are they?

The insider with the most stakes in EOS is RICHARDSON DUNCAN W , Vice President at the company. Additionally, EOS stock is highly held by Secretary DYNNER ALAN R and Trustee QUINTON KEITH among others.

Did an insider recently sell EOS stock?

Company executives, directors, and other insiders own 0% percent of Eaton Vance Enhanced Equity Income Fund II's stock. Within the last six months, there have been 0 transaction(s) in which EOS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EOS stock?

There have been 1 transaction(s) during the past 6-months in which Eaton Vance Enhanced Equity Income Fund II insiders have bought stock, totalling 5000 shares

How much of EOS does insiders own?

Around 5K Eaton Vance Enhanced Equity Income Fund II shares are held by insiders, which represents about 0% of EOS stock.

Who is the insider with the largest stake?

EOS Vice President, RICHARDSON DUNCAN W holds the largest portfolio of the company's shares. EOS shares owned by RICHARDSON total nearly 19.5 thousand.

Which institution holds the most shares in EOS?

COHEN & STEERS, INC. is the largest institutional owner in EOS which holds 174.36 thousand shares worth $3.84M or 0.33% of the total EOS shares outstanding followed by KARPUS MANAGEMENT, INC. with ownership of 211.24 thousand shares representing 0.4% of the EOS ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 381.04 thousand shares or 0.71% of the ownership worth more than $8.40M.

Is Eaton Vance Enhanced Equity Income Fund II 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 EOS is concerned, it is a stock which is not optionable.

Is there a short position on EOS's shares?

Number of EOS 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 EOS shares are there?

As of today, null shares of EOS are outstanding.

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

EOS 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 EOS is null.

Eaton Vance Enhanced Equity Income Fund II (EOS) 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

21.12% Percentage of Shares held by All Institutions

21.12% Percentage of Float held by Institutions

144

Number of Institutions Holding Shares

Institutional Ownership

About 21.12% of EOS shares are held by financial institutions. COHEN & STEERS, INC. is the top corporate investor, holding 174.36K shares valued at $3.84M. A 0.33% stake in Eaton Vance Enhanced Equity Income Fund II is owned by the company. KARPUS MANAGEMENT, INC. owns 211.24K shares valued at $4.66M, which translates its holding of 0.4% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COHEN & STEERS, INC.	0.33%	174.36K	3.84M	45K	+34.79%
Jun 30, 2026	KARPUS MANAGEMENT, INC.	0.4%	211.24K	4.66M	100.71K	+91.11%
Jun 30, 2026	ROYAL BANK OF CANADA	0.71%	381.04K	8.4M	14.67K	+4.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.24%	661.12K	14.57M	360.97K	+120.26%
Jun 30, 2026	FUND ADVISORS OF AMERICA INC/FL	0.19%	103.09K	2.27M	-3.58K	-3.35%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.16%	86.76K	1.91M	2.46K	+2.92%
Jun 30, 2026	INDIVISIBLE PARTNERS	0.14%	74.83K	1.65M	-2.23K	-2.89%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	332.46K	7.33M	-16.58K	-4.75%
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	0.45%	238.7K	5.26M	-36.98K	-13.41%
Jun 30, 2026	ROMAN BUTLER FULLERTON & CO	0.16%	87.87K	1.95M	3.17K	+3.74%
Jun 30, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	78.71K	1.73M	7.23K	+10.11%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.15%	77.36K	1.71M	1.98K	+2.63%
Jun 30, 2026	CHANCELLOR FINANCIAL GROUP WB LP	0.07%	35.61K	784.92K	734	+2.10%
Jun 30, 2026	TBH GLOBAL ASSET MANAGEMENT, LLC	0.07%	39.47K	870.01K	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.21%	114.31K	2.52M	367	+0.32%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.25%	134.33K	2.96M	110.34K	+459.87%
Jun 30, 2026	JBR CO FINANCIAL MANAGEMENT INC	0.28%	148.65K	3.28M	11.75K	+8.58%
Jun 30, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.44%	234.73K	5.17M	-10.2K	-4.16%
Jun 30, 2026	UBS GROUP AG	0.72%	385.03K	8.49M	-43.12K	-10.07%
Jun 30, 2026	LPL FINANCIAL LLC	0.81%	431.82K	9.52M	19.1K	+4.63%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.39%	738.67K	16.28M	10.41K	+1.43%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.27%	676.68K	14.91M	-22.8K	-3.26%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.42%	758.77K	16.72M	-10.47K	-1.36%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.06%	1.1M	24.27M	-33.52K	-2.95%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.05%	28.23K	622.27K	225	+0.80%
Jun 30, 2026	OPPENHEIMER & CO INC	0.08%	45.12K	994.4K	-153	-0.34%
Jun 30, 2026	LYNX INVESTMENT ADVISORY	0.09%	46K	1.01M	46K	+100.00%
Jun 30, 2026	COMPASS PLANNING ASSOCIATES INC	0.03%	17.22K	379.46K	-5.12K	-22.91%
Jun 30, 2026	INTEGRATED CAPITAL MANAGEMENT, INC.	0.03%	17.26K	380.49K	17.26K	+100.00%
Jun 30, 2026	COLONIAL TRUST CO / SC	0.03%	17.76K	391.52K	0	0
Jun 30, 2026	ABEL HALL, LLC	0.04%	19K	418.76K	19K	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.04%	19.03K	419.49K	403	+2.16%
Jun 30, 2026	COMMONS CAPITAL, LLC	0.04%	19.37K	426.92K	1.22K	+6.73%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.04%	19.72K	435K	0	0
Jun 30, 2026	CREATIVE PLANNING	0.04%	20.17K	444.63K	-52	-0.26%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.04%	20.74K	457.12K	-2.14K	-9.33%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.04%	20.79K	458.29K	-1.62K	-7.24%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.04%	22.55K	496.94K	22.55K	+100.00%
Jun 30, 2026	NBC SECURITIES, INC.	0.04%	23.85K	525.65K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.05%	24.03K	529.68K	-1.52K	-5.95%
Jun 30, 2026	TYCHE WEALTH PARTNERS LLC	0.05%	26.44K	582.73K	14	+0.05%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.05%	26.78K	590.16K	-5.79K	-17.77%
Jun 30, 2026	GLOBAL ASSETS ADVISORY, LLC	0.05%	27.71K	612.48K	27.71K	+100.00%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.06%	29.9K	658.89K	-4.52K	-13.12%
Jun 30, 2026	WESBANCO BANK INC	0.06%	30.26K	666.84K	20K	+195.01%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.06%	32.12K	708.01K	0	0
Jun 30, 2026	TRUIST FINANCIAL CORP	0.06%	32.14K	708.28K	319	+1.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	43.36K	956K	-848	-1.92%
Jun 30, 2026	CALAMOS ADVISORS LLC	0.08%	44.41K	978.77K	2.96K	+7.14%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.13%	70.4K	1.55M	4.02K	+6.05%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.1%	52.93K	1.17M	3.26K	+6.57%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	57.45K	1.27M	1.93K	+3.48%
Jun 30, 2026	CHUNG WU INVESTMENT GROUP, LLC	0.28%	147.81K	3.26M	-9.5K	-6.04%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.05%	28.73K	633.29K	9.52K	+49.52%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.07%	37.72K	831.31K	0	0
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	43.35K	955.58K	14.94K	+52.56%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.16%	87.41K	1.93M	-45.33K	-34.15%
Jun 30, 2026	INVESCO LTD.	1.36%	722.97K	15.93M	-41	-0.01%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.17%	88.33K	1.95M	88.33K	+100.00%
Jun 30, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.08%	42.29K	932.09K	42.29K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	143.24K	3.16M	22.31K	+18.45%
Jun 30, 2026	MORGAN STANLEY	2.32%	1.24M	27.31M	25.57K	+2.11%
Jun 30, 2026	LOGAN STONE CAPITAL, LLC	0.18%	95.11K	2.1M	33.52K	+54.41%
Jun 30, 2026		0.14%	74.83K	1.65M	-2.23K	-2.89%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.23%	123.03K	2.72M	-1.17K	-0.94%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	0.25%	135.55K	2.99M	6.57K	+5.09%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.27%	145.36K	3.2M	3.37K	+2.37%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.06%	34.41K	704.03K	-1.94K	-5.33%
Mar 31, 2026	CITY CENTER ADVISORS, LLC	0.05%	26.4K	540.16K	3.55K	+15.53%
Mar 31, 2026	CHANCELLOR FINANCIAL GROUP WB LP	0.07%	34.88K	713.63K	434	+1.26%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.07%	37.72K	771.71K	-16.31K	-30.19%
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.05%	26.43K	540.67K	-213	-0.80%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	26.48K	541.83K	-391	-1.46%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.52%	275.67K	5.64M	90.69K	+49.02%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.57%	300.15K	6.14M	-347.18K	-53.63%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	349.04K	7.14M	-29.1K	-7.70%
Mar 31, 2026	ROYAL BANK OF CANADA	0.69%	366.37K	7.5M	15.91K	+4.54%
Mar 31, 2026	LPL FINANCIAL LLC	0.78%	412.73K	8.44M	3.2K	+0.78%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	28.42K	581.39K	3.88K	+15.80%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.06%	31.82K	650.98K	4.27K	+15.49%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.06%	32.12K	657.26K	0	0
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	32.56K	666.23K	-10.07K	-23.62%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	44.21K	905K	2.37K	+5.65%
Mar 31, 2026	UBS GROUP AG	0.81%	428.14K	8.76M	-12.05K	-2.74%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.32%	699.48K	14.31M	15.41K	+2.25%
Mar 31, 2026	INVESCO LTD.	1.36%	723.01K	14.79M	-5.81K	-0.80%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.37%	728.26K	14.9M	-63.65K	-8.04%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	23.99K	490.89K	4.3K	+21.81%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.05%	25.55K	532.53K	23.04K	+916.02%
Mar 31, 2026	MORGAN STANLEY	2.29%	1.21M	24.83M	-51.84K	-4.10%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.27%	141.99K	2.91M	4.53K	+3.29%
Mar 31, 2026	CHUNG WU INVESTMENT GROUP, LLC	0.3%	157.31K	3.22M	-1.3K	-0.82%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.46%	244.92K	5.01M	82.15K	+50.46%
Mar 31, 2026	OPPENHEIMER & CO INC	0.09%	45.27K	926.25K	992	+2.24%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.09%	49.67K	1.02M	-467	-0.93%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	55.52K	1.14M	4.42K	+8.64%
Mar 31, 2026	LOGAN STONE CAPITAL, LLC	0.12%	61.59K	1.26M	779	+1.28%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.13%	66.38K	1.36M	8.6K	+14.88%
Mar 31, 2026	ROMAN BUTLER FULLERTON & CO	0.16%	84.71K	1.8M	1.09K	+1.30%
Mar 31, 2026		0.15%	77.05K	1.58M	9.25K	+13.64%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	0.21%	110.53K	2.26M	108.33K	+4,919.62%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	120.93K	2.47M	1.07K	+0.89%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.45%	769.23K	15.74M	49.89K	+6.94%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	16.5K	342.38K	-556	-3.26%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.03%	17.08K	349K	17.08K	+100.00%
Mar 31, 2026	COLONIAL TRUST CO / SC	0.03%	17.76K	363.45K	0	0
Mar 31, 2026	COMMONS CAPITAL, LLC	0.03%	18.15K	371.31K	5.68K	+45.53%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.03%	18.63K	381.17K	336	+1.84%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.04%	19.22K	393.18K	-2.15K	-10.06%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.04%	19.72K	404K	-927	-4.49%
Mar 31, 2026	CREATIVE PLANNING	0.04%	20.23K	413.83K	-1.99K	-8.95%
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	21.45K	438.85K	7.17K	+50.23%
Mar 31, 2026	COMPASS PLANNING ASSOCIATES INC	0.04%	22.34K	456.97K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.04%	22.42K	458.64K	599	+2.75%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.04%	22.82K	466.9K	20	+0.09%
Mar 31, 2026	NBC SECURITIES, INC.	0.04%	23.85K	487.97K	850	+3.70%
Mar 31, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.13%	71.48K	1.46M	-30.95K	-30.21%
Mar 31, 2026	TBH GLOBAL ASSET MANAGEMENT, LLC	0.07%	39.47K	807.64K	-122	-0.31%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.08%	41.03K	853.81K	19.72K	+92.49%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.23%	124.2K	2.53M	5.84K	+4.94%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.24%	128.98K	2.64M	36.95K	+40.15%
Mar 31, 2026	COHEN & STEERS, INC.	0.24%	129.36K	2.65M	40K	+44.77%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.25%	132.73K	2.72M	-81.94K	-38.17%
Mar 31, 2026	JBR CO FINANCIAL MANAGEMENT INC	0.26%	136.91K	3.2M	0	0
Mar 31, 2026	JEFFERIES FINANCIAL GROUP INC.	0.05%	26.91K	550.64K	7.85K	+41.16%
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.13%	69.02K	1.41M	-18.35K	-21.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.14%	75.38K	1.54M	25.11K	+49.95%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.21%	113.94K	2.33M	-57.25K	-33.44%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.14%	1.13M	23.21M	-69.65K	-5.78%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.05%	28.01K	573.05K	1.86K	+7.12%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.08%	41.45K	848.03K	4.94K	+13.52%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.04%	22.8K	533.75K	75	+0.33%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.04%	23.86K	558.51K	-1.34K	-5.31%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	41.85K	980K	1.01K	+2.47%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	42.63K	998.03K	725	+1.73%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	26.87K	629.11K	16.04K	+148.13%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.16%	87.37K	2.05M	-11.01K	-11.19%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.17%	92.03K	2.15M	92.03K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.22%	118.36K	2.77M	2.86K	+2.48%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	119.86K	2.81M	9.82K	+8.93%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.31%	162.78K	3.81M	122.02K	+299.38%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.06%	32.12K	752.02K	0	0
Dec 31, 2025	CHANCELLOR FINANCIAL GROUP WB LP	0.06%	34.45K	806.35K	681	+2.02%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.07%	36.35K	850.93K	-675	-1.82%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.07%	36.51K	854.77K	36.51K	+100.00%
Dec 31, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0.07%	39.6K	926.94K	122	+0.31%
Dec 31, 2025	OPPENHEIMER & CO INC	0.08%	44.28K	1.04M	2.16K	+5.13%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	50.14K	1.17M	1.05K	+2.13%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.09%	50.27K	1.18M	-4.11K	-7.55%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	51.1K	1.2M	1.45K	+2.93%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.1%	54.03K	1.26M	54.03K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	57.79K	1.35M	1.46K	+2.59%
Dec 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0.12%	66.31K	1.55M	-1.26K	-1.86%
Dec 31, 2025		0.13%	67.8K	1.59M	67.8K	+100.00%
Dec 31, 2025	ROMAN BUTLER FULLERTON & CO	0.16%	83.62K	1.88M	4.12K	+5.18%
Dec 31, 2025	COHEN & STEERS, INC.	0.17%	89.36K	2.09M	-82K	-47.85%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.19%	102.43K	2.4M	102.43K	+100.00%
Dec 31, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.26%	136.91K	3.2M	-1.56K	-1.12%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.26%	137.46K	3.22M	-2.51K	-1.79%
Dec 31, 2025	CHUNG WU INVESTMENT GROUP, LLC	0.3%	158.61K	3.71M	-2.08K	-1.29%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	15.15K	354.59K	0	0
Dec 31, 2025	OAK HARBOR WEALTH PARTNERS, LLC	0.03%	15.55K	363.96K	0	0
Dec 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.03%	16.47K	394.22K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	17.06K	396.05K	-249	-1.44%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	171.19K	4.01M	4.29K	+2.57%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.35%	184.99K	4.33M	78.44K	+73.63%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.4%	214.67K	5.03M	-54.04K	-20.11%
Dec 31, 2025	ROYAL BANK OF CANADA	0.66%	350.46K	8.2M	44.17K	+14.42%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	378.14K	8.85M	-13.04K	-3.33%
Dec 31, 2025	INVESCO LTD.	1.37%	728.82K	17.06M	159.11K	+27.93%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	21.82K	510.73K	1	0.00%
Dec 31, 2025	COMPASS PLANNING ASSOCIATES INC	0.04%	22.34K	522.86K	0	0
Dec 31, 2025	CITY CENTER ADVISORS, LLC	0.04%	22.85K	534.97K	2.69K	+13.35%
Dec 31, 2025	NBC SECURITIES, INC.	0.04%	23K	538.43K	-2.23K	-8.82%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	24.54K	574.43K	70	+0.29%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	26.15K	612.11K	2.85K	+12.21%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	26.64K	623.59K	13	+0.05%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.11%	60.82K	1.42M	60.82K	+100.00%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.49%	791.91K	18.54M	28.17K	+3.69%
Dec 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.04%	19.07K	446.31K	5.12K	+36.67%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.04%	21.32K	499.01M	21.32K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.77%	409.53K	9.59M	13.67K	+3.45%
Dec 31, 2025	UBS GROUP AG	0.83%	440.19K	10.3M	74.16K	+20.26%
Dec 31, 2025	CWM, LLC	0.04%	19.25K	451K	1.82K	+10.45%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.04%	19.6K	435.92K	596	+3.14%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	19.7K	461.12K	4.94K	+33.49%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	20.65K	483K	116	+0.56%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.04%	21.37K	500.2K	-4.51K	-17.44%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.22%	647.33K	15.16M	-2.66K	-0.41%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	684.07K	16.01M	13.73K	+2.05%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.35%	719.34K	16.84M	35.03K	+5.12%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.27%	1.2M	28.19M	-7.72K	-0.64%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.05%	27.55K	644.95K	2.81K	+11.38%
Dec 31, 2025	MORGAN STANLEY	2.38%	1.27M	29.62M	11.41K	+0.91%
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	14.28K	334.23K	2.21K	+18.31%
Dec 31, 2025	COLONIAL TRUST CO / SC	0.03%	17.76K	415.86K	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.03%	18.29K	428.26K	0	0
Sep 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.03%	13.95K	333.82K	2.07K	+17.42%
Sep 30, 2025		0.15%	77.62K	1.86M	77.62K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.58%	306.29K	7.33M	10.46K	+3.54%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.51%	268.71K	6.43M	-130.61K	-32.71%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	56.33K	1.35M	8.23K	+17.10%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	20.54K	491K	5.43K	+35.96%
Sep 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0.03%	17.51K	419.06K	-940	-5.09%
Sep 30, 2025	CWM, LLC	0.03%	17.43K	417K	32	+0.18%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	17.31K	414.44K	557	+3.33%
Sep 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.03%	16.47K	398.84K	875	+5.61%
Sep 30, 2025	UMB BANK, N.A.	0.03%	15.68K	375.32K	0	0
Sep 30, 2025	OAK HARBOR WEALTH PARTNERS, LLC	0.03%	15.55K	372.04K	0	0
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	15.15K	362.47K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	14.76K	353.1K	1.01K	+7.37%
Sep 30, 2025	COMMONS CAPITAL, LLC	0.03%	13.26K	317.32K	82	+0.62%
Sep 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.02%	13.05K	312.31K	-31	-0.24%
Sep 30, 2025	FAIRMAN GROUP, LLC	0.02%	13K	311.09K	-7.93K	-37.90%
Sep 30, 2025	ALTUS WEALTH GROUP LLC	0.02%	12.82K	306.83K	615	+5.04%
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.02%	12.82K	306.67K	58	+0.45%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.02%	12.54K	300.03K	-2K	-13.76%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.22%	650K	15.51M	2.03K	+0.31%
Sep 30, 2025	INVESCO LTD.	1.07%	569.71K	13.63M	6.9K	+1.23%
Sep 30, 2025	LPL FINANCIAL LLC	0.75%	395.86K	9.47M	13.54K	+3.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	391.18K	9.36M	19.03K	+5.11%
Sep 30, 2025	UBS GROUP AG	0.69%	366.03K	8.76M	43.93K	+13.64%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.36%	190.5K	4.56M	-11.33K	-5.61%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.26%	139.97K	3.35M	5.26K	+3.91%
Sep 30, 2025	NBC SECURITIES, INC.	0.05%	25.23K	603.63K	835	+3.42%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	24.47K	585.51K	24.47K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	23.3K	557.62K	3.53K	+17.84%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.04%	23.2K	555.18K	23.2K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.04%	22.93K	548.71K	4.09K	+21.68%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.04%	22.73K	543.81K	7.04K	+44.88%
Sep 30, 2025	COMPASS PLANNING ASSOCIATES INC	0.04%	22.34K	534.48K	0	0
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	22.06K	531.43K	0	0
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	26.63K	637.13K	13	+0.05%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	25.88K	619.31K	-223	-0.85%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.22%	115.49K	2.76M	2.14K	+1.89%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	110.04K	2.63M	5.66K	+5.43%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.28%	1.21M	29M	-166.7K	-12.09%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.44%	763.74K	18.28M	-55.84K	-6.81%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.29%	684.31K	16.38M	26.9K	+4.09%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.1%	54.37K	1.3M	-579	-1.05%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	49.65K	1.19M	679	+1.39%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.06%	32.12K	768.73K	1K	+3.21%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.26%	670.34K	16.04M	18.69K	+2.87%
Sep 30, 2025	COHEN & STEERS, INC.	0.32%	171.36K	4.1M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.31%	166.9K	3.99M	7.22K	+4.52%
Sep 30, 2025	CHUNG WU INVESTMENT GROUP, LLC	0.3%	160.69K	3.85M	-4.54K	-2.75%
Sep 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.26%	138.46K	3.31M	1.92K	+1.40%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.2%	106.54K	2.55M	57.38K	+116.70%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.05%	25.2K	602.96K	1.48K	+6.22%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.05%	24.74K	591.93K	2.18K	+9.66%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.19%	98.38K	2.35M	-8.84K	-8.25%
Sep 30, 2025	ROMAN BUTLER FULLERTON & CO	0.15%	79.5K	1.9M	1.12K	+1.42%
Sep 30, 2025	GLOBAL ASSETS ADVISORY, LLC	0.13%	67.57K	1.62M	16.03K	+31.09%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	49.09K	1.17M	8.13K	+19.85%
Sep 30, 2025	OPPENHEIMER & CO INC	0.08%	42.12K	1.01M	6.76K	+19.13%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	41.91K	1M	3.13K	+8.06%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	40.84K	977K	1.02K	+2.56%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.08%	40.76K	975.34K	40.76K	+100.00%
Sep 30, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0.07%	39.47K	944.61K	-1.1K	-2.71%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	37.02K	885.99K	-693	-1.84%
Sep 30, 2025	CHANCELLOR FINANCIAL GROUP WB LP	0.06%	33.76K	807.96K	1.83K	+5.73%
Sep 30, 2025	CITY CENTER ADVISORS, LLC	0.04%	20.16K	482.45K	-769	-3.67%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.04%	19.01K	454.84K	515	+2.79%
Sep 30, 2025	COLONIAL TRUST CO / SC	0.03%	17.76K	425.09K	0	0
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	28.85K	690.42K	1.27K	+4.59%
Sep 30, 2025	MORGAN STANLEY	2.36%	1.25M	30.01M	-22.38K	-1.75%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	21.82K	522.07K	-186	-0.85%
Jun 30, 2025	ROYAL BANK OF CANADA	0.56%	295.82K	7.16M	29.62K	+11.13%
Jun 30, 2025	UBS GROUP AG	0.61%	322.1K	7.8M	-27.9K	-7.97%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	372.15K	9.01M	14.04K	+3.92%
Jun 30, 2025	LPL FINANCIAL LLC	0.73%	382.33K	9.26M	-9.83K	-2.51%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.56%	819.58K	19.84M	-67.7K	-7.63%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.63%	1.38M	33.38M	8.68K	+0.63%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.04%	18.49K	447.69K	963	+5.49%
Jun 30, 2025	CREATIVE PLANNING	0.04%	18.85K	456.23K	539	+2.94%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.04%	21.82K	528.17K	21.82K	+100.00%
Jun 30, 2025	FAIRMAN GROUP, LLC	0.04%	20.93K	506.81K	-5.48K	-20.76%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.1%	54.95K	1.33M	-2.13K	-3.72%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.2%	107.22K	2.57M	-9.51K	-8.15%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.24%	651.65K	15.78M	28.74K	+4.61%
Jun 30, 2025	MORGAN STANLEY	2.43%	1.28M	30.9B	26.18K	+2.09%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	22K	532.66K	3.56K	+19.28%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	22.06K	534.08K	-129	-0.58%
Jun 30, 2025	COMPASS PLANNING ASSOCIATES INC	0.04%	22.34K	540.73K	0	0
Jun 30, 2025	WEALTH EFFECTS LLC	0.04%	22.48K	544.34K	41	+0.18%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.04%	22.56K	546.13K	322	+1.45%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.76%	399.32K	9.67M	-9.41K	-2.30%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.05%	23.72K	574.31K	23.72K	+100.00%
Jun 30, 2025	INVESCO LTD.	1.07%	562.8K	13.63M	34.13K	+6.46%
Jun 30, 2025	NBC SECURITIES, INC.	0.05%	24.39K	590K	0	0
Jun 30, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0.08%	40.57K	978.68K	978	+2.47%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	104.38K	2.53M	2.37K	+2.32%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.38%	201.83K	4.89M	-3.51K	-1.71%
Jun 30, 2025	ALTUS WEALTH GROUP LLC	0.02%	12.21K	295.53K	0	0
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.02%	12.33K	298.44K	-118	-0.95%
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.02%	12.76K	308.86K	60	+0.47%
Jun 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.02%	13.08K	316.72K	-63	-0.48%
Jun 30, 2025	COMMONS CAPITAL, LLC	0.03%	13.18K	319.04K	86	+0.66%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.03%	14.54K	351.97K	2.05K	+16.38%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	15.15K	366.71K	0	0
Jun 30, 2025	OAK HARBOR WEALTH PARTNERS, LLC	0.03%	15.55K	376.39K	0	0
Jun 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.03%	15.6K	329.14K	0	0
Jun 30, 2025	UMB BANK, N.A.	0.03%	15.68K	379.71K	0	0
Jun 30, 2025	SAVANT CAPITAL, LLC	0.03%	15.69K	379.73K	75	+0.48%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	16.75K	407.31K	1.11K	+7.10%
Jun 30, 2025	COLONIAL TRUST CO / SC	0.03%	17.76K	430.07K	0	0
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.03%	18.1K	438.2K	-550	-2.95%
Jun 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0.04%	18.45K	446.72K	-1.58K	-7.88%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	19.78K	478.76K	14.59K	+281.24%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	48.1K	1.16M	4.32K	+9.85%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.26%	134.71K	3.26M	8.28K	+6.55%
Jun 30, 2025	CITY CENTER ADVISORS, LLC	0.04%	20.93K	506.72K	-1.92K	-8.41%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.3%	159.68K	3.87M	4.36K	+2.80%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	26.1K	631.95K	-229	-0.87%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	26.61K	644.29K	12	+0.05%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	27.59K	667.87K	-555	-1.97%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.06%	31.12K	753.51K	500	+1.63%
Jun 30, 2025	CHANCELLOR FINANCIAL GROUP WB LP	0.06%	31.93K	773.1K	-2.02K	-5.95%
Jun 30, 2025	OPPENHEIMER & CO INC	0.07%	35.36K	855.97K	2.17K	+6.54%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	37.72K	913.13K	-2.24K	-5.62%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	38.78K	938.89K	38.78K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	39.82K	964K	-26K	-39.51%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	40.96K	991.6K	-975	-2.33%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	48.97K	1.19M	668	+1.38%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.09%	49.17K	1.19M	9.67K	+24.47%
Jun 30, 2025	GLOBAL ASSETS ADVISORY, LLC	0.1%	51.54K	1.24M	-99.87K	-65.96%
Jun 30, 2025	ROMAN BUTLER FULLERTON & CO	0.15%	78.38K	1.9M	-41	-0.05%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.22%	113.35K	2.73M	-33.43K	-22.77%
Jun 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.26%	136.54K	3.31M	-1.73K	-1.25%
Jun 30, 2025	CHUNG WU INVESTMENT GROUP, LLC	0.32%	165.23K	4M	-1.6K	-0.96%
Jun 30, 2025	COHEN & STEERS, INC.	0.33%	171.36K	4.15M	7K	+4.26%
Jun 30, 2025		0.04%	22.34K	540.73K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.24%	647.97K	15.69M	392.76K	+153.90%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.25%	657.41K	15.92M	29.97K	+4.78%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	28.14K	593.77K	3.01K	+11.99%
Mar 31, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	26.6K	561.26K	-194	-0.72%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.06%	30.62K	646.17K	0	0
Mar 31, 2025	OPPENHEIMER & CO INC	0.06%	33.19K	700.25K	6.47K	+24.21%
Mar 31, 2025		0.04%	22.34K	471.27K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.07%	38.28K	807.62K	38.28K	+100.00%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.08%	39.5K	833.45K	27.81K	+237.87%
Mar 31, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0.08%	39.6K	835.48K	122	+0.31%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.08%	39.96K	843.18K	1.41K	+3.65%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	41.93K	884.79K	1.75K	+4.34%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	43.79K	923.91K	-6.04K	-12.13%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.11%	57.08K	1.2M	-7.34K	-11.39%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	65.82K	1.39M	-797	-1.20%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.3%	155.33K	3.28M	-18.48K	-10.63%
Mar 31, 2025	COHEN & STEERS, INC.	0.31%	164.36K	3.47M	-62.56K	-27.57%
Mar 31, 2025	COLONIAL TRUST CO / SC	0.03%	17.76K	374.82K	0	0
Mar 31, 2025	CREATIVE PLANNING	0.04%	18.31K	386.26K	-100	-0.54%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	18.45K	389.2K	-1.28K	-6.47%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.04%	18.65K	393.52K	18.65K	+100.00%
Mar 31, 2025	ROMAN BUTLER FULLERTON & CO	0.15%	78.42K	1.6M	1.09K	+1.41%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.22%	116.73K	2.46M	9.51K	+8.87%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.24%	126.43K	2.67M	7.36K	+6.18%
Mar 31, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.26%	138.28K	2.92M	25.6K	+22.72%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.28%	146.78K	4.31M	41.62K	+39.58%
Mar 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0.29%	151.41K	3.04M	99.57K	+192.06%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.39%	205.34K	4.33M	12.46K	+6.46%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	255.2K	5.39M	59.28K	+30.26%
Mar 31, 2025	UBS GROUP AG	0.67%	350K	7.39M	21.88K	+6.67%
Mar 31, 2025	NBC SECURITIES, INC.	0.05%	24.39K	514	24.37K	+101,525.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	102.01K	2.15M	1.65K	+1.64%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	358.11K	7.56M	58.44K	+19.50%
Mar 31, 2025	LPL FINANCIAL LLC	0.75%	392.15K	8.27M	10.56K	+2.77%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.78%	408.73K	8.62M	-15.61K	-3.68%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.19%	622.91K	13.14M	3.77K	+0.61%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.2%	627.44K	13.24M	10.07K	+1.63%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.7%	887.28K	18.72M	3.99K	+0.45%
Mar 31, 2025	INVESCO LTD.	1.01%	528.67K	11.16M	-124.29K	-19.04%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	22.19K	468.18K	-121	-0.54%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.04%	22.24K	469.18K	-1.45K	-6.13%
Mar 31, 2025	WEALTH EFFECTS LLC	0.04%	22.44K	473.54K	41	+0.18%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	48.3K	1.02M	1.54K	+3.30%
Mar 31, 2025	ROYAL BANK OF CANADA	0.51%	266.21K	5.62M	-5.01K	-1.85%
Mar 31, 2025	MORGAN STANLEY	2.39%	1.25M	26.38M	-46.15K	-3.56%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.62%	1.37M	28.9M	-79.23K	-5.47%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	26.33K	626.67K	0	0
Mar 31, 2025	COSTELLO ASSET MANAGEMENT, INC	0.04%	20.03K	422.64K	20.03K	+100.00%
Mar 31, 2025	FAIRMAN GROUP, LLC	0.05%	26.42K	632.71K	0	0
Mar 31, 2025	CITY CENTER ADVISORS, LLC	0.04%	22.85K	482.18K	-1.61K	-6.59%
Mar 31, 2024	OPPENHEIMER & CO INC	0.05%	23.59K	475.79K	1.4K	+6.30%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.05%	25.53K	514.94K	14.72K	+136.15%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.05%	26.83K	541.13K	-3.9K	-12.68%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.05%	27.61K	556.87K	1.38K	+5.26%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.05%	27.73K	551.39K	12.15K	+78.02%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.06%	32.76K	660.81K	-66.46K	-66.98%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.08%	41.9K	845.06K	-900	-2.10%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	91.35K	1.84M	14	+0.02%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.18%	92.2K	1.86M	-4.49K	-4.64%
Mar 31, 2024	JBR CO FINANCIAL MANAGEMENT INC	0.22%	113.57K	2.29M	-5.99K	-5.01%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.28%	145.42K	2.93M	11.49K	+8.58%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.32%	165.21K	3.33M	50.56K	+44.10%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.32%	167.17K	3.37M	-3.53K	-2.07%
Mar 31, 2024	COHEN & STEERS, INC.	0.37%	194.12K	3.92M	107.1K	+123.08%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.37%	196.02K	3.95M	11.21K	+6.06%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.45%	236.06K	4.76M	22.14K	+10.35%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.03%	15.5K	312.64K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	17.84K	359.79K	1.7K	+10.53%
Mar 31, 2024	CREATIVE PLANNING	0.03%	18.13K	365.6K	750	+4.32%
Mar 31, 2024	UMB BANK, N.A.	0.03%	18.18K	366.67K	0	0
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	19.98K	401.19K	-465	-2.27%
Mar 31, 2024	SEMUS WEALTH PARTNERS LLC	0.04%	20.78K	419.2K	-5.03K	-19.49%
Mar 31, 2024	ROYAL BANK OF CANADA	0.46%	242.03K	4.88M	7.01K	+2.98%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	252.76K	5.1M	252.76K	+100.00%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	1.33%	695.03K	14.02M	39.11K	+5.96%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.68%	876.82K	17.69M	917	+0.10%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	2%	1.05M	52.1M	1M	+2,187.73%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.08%	39.52K	797.17K	1.24K	+3.24%
Mar 31, 2024	ARS WEALTH ADVISORS GROUP, LLC	0.03%	13.5K	272.3K	13.5K	+100.00%
Mar 31, 2024	BUILDER INVESTMENT GROUP INC /ADV	0.1%	50K	50K	0	0
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	50.87K	1.03M	-17	-0.03%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.38%	198.96K	4.01M	181.5K	+1,039.71%
Mar 31, 2024	UBS GROUP AG	0.69%	360.91K	7.28M	25.25K	+7.52%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.99%	516.9K	10.43M	33.09K	+6.84%
Mar 31, 2024	MORGAN STANLEY	2.25%	1.18M	23.72M	9.22K	+0.79%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.85%	1.49M	30.1M	-59.28K	-3.82%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	32.77K	661.05K	1.88K	+6.09%
Mar 31, 2024	OAK HARBOR WEALTH PARTNERS, LLC	0.03%	14.85K	299.53K	139	+0.94%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	37.87K	763.81K	14.22K	+60.10%
Mar 31, 2024	TBH GLOBAL ASSET MANAGEMENT, LLC	0.08%	41.16K	830.14K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.1%	52.07K	1.05M	-258	-0.49%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.11%	56.46K	1.14M	-16.73K	-22.85%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	58.51K	1.18M	-122	-0.21%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.12%	60.72K	1.22M	576	+0.96%
Mar 31, 2024	ROMAN BUTLER FULLERTON & CO	0.15%	76.06K	1.48M	963	+1.28%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.17%	86.94K	1.75M	-78.05K	-47.30%
Mar 31, 2024	LPL FINANCIAL LLC	0.49%	257.57K	5.2M	-1.4K	-0.54%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.52%	273.14K	5.51M	67.12K	+32.58%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.04%	22.08K	444K	11.77K	+114.20%
Mar 31, 2024	BULLSEYE INVESTMENT MANAGEMENT, LLC	0.04%	22.13K	403.43K	22.13K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.7%	366.29K	7.39M	6.71K	+1.87%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.89%	464.37K	9.37M	37.24K	+8.72%
Mar 31, 2024	INVESCO LTD.	1.09%	570.95K	11.52M	-40.24K	-6.58%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	35.9K	724.14K	-3.75K	-9.45%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.04%	21.63K	436.35K	1.83K	+9.26%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.04%	22.26K	448.89K	48	+0.22%
Mar 31, 2024	WEALTH EFFECTS LLC	0.04%	22.28K	449.36K	-2.97K	-11.75%
Mar 31, 2024	NBC SECURITIES, INC.	0.04%	22.79K	459K	-765	-3.25%
Dec 31, 2023	CREATIVE PLANNING	0.03%	17.38K	325.28K	-2.89K	-14.25%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.67%	875.9K	16.4M	69.08K	+8.56%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.32%	164.99K	3.09M	29.67K	+21.93%
Dec 31, 2023	SUNBELT SECURITIES, INC.	0.26%	133.93K	2.51M	5.24K	+4.07%
Dec 31, 2023		0.06%	30.73K	575.18K	30.73K	+100.00%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0.22%	114.65K	2.15M	60.77K	+112.77%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.19%	99.22K	1.86M	3.02K	+3.14%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0.18%	96.7K	1.81M	1.53K	+1.61%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	91.33K	1.71M	2.4K	+2.70%
Dec 31, 2023	COHEN & STEERS, INC.	0.17%	87.02K	1.63M	0	0
Dec 31, 2023	ROMAN BUTLER FULLERTON & CO	0.14%	75.1K	1.45M	507	+0.68%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.14%	73.18K	1.37M	-7.58K	-9.38%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.12%	60.15K	1.13M	-5.03K	-7.72%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	58.64K	1.1M	-1.89K	-3.11%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.1%	52.32K	979.5K	-959	-1.80%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	50.89K	952.57K	50.89K	+100.00%
Dec 31, 2023	BUILDER INVESTMENT GROUP INC /ADV	0.1%	50K	50K	0	0
Dec 31, 2023	GLOBAL ASSETS ADVISORY, LLC	0.09%	45.73K	840K	289	+0.64%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.08%	42.8K	801.16M	8K	+22.99%
Dec 31, 2023	TBH GLOBAL ASSET MANAGEMENT, LLC	0.08%	41.16K	770.46K	-61	-0.15%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.08%	39.65K	742.25K	-2.87K	-6.76%
Dec 31, 2023	ALTUS WEALTH GROUP LLC	0.07%	39.19K	733.6K	23	+0.06%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.07%	38.28K	716.66K	-700	-1.80%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	30.89K	578.34K	3.5K	+12.78%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.05%	26.23K	491.01K	9.72K	+58.84%
Dec 31, 2023	SEMUS WEALTH PARTNERS LLC	0.05%	25.82K	483.27K	22	+0.09%
Dec 31, 2023	WEALTH EFFECTS LLC	0.05%	25.25K	472.61K	36	+0.14%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.05%	24.93K	466.67K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	23.65K	442.78K	-400	-1.66%
Dec 31, 2023	NBC SECURITIES, INC.	0.05%	23.55K	440K	2.9K	+14.04%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.04%	22.21K	415.71K	54	+0.24%
Dec 31, 2023	OPPENHEIMER & CO INC	0.04%	22.19K	415.43K	-95	-0.43%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	20.45K	382.72K	20.45K	+100.00%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.04%	19.8K	370.67K	19.8K	+100.00%
Dec 31, 2023	UMB BANK, N.A.	0.03%	18.18K	340.31K	0	0
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.03%	17.46K	326.79K	87	+0.50%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.97%	1.55M	29.05M	103.38K	+7.14%
Dec 31, 2023	MORGAN STANLEY	2.23%	1.17M	21.84M	-36.35K	-3.02%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.33%	170.7K	3.2M	4.29K	+2.58%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.35%	184.82K	3.46M	-8.27K	-4.29%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.39%	206.02K	3.86M	71.41K	+53.05%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.41%	213.92K	4M	24.23K	+12.77%
Dec 31, 2023	ROYAL BANK OF CANADA	0.45%	235.02K	4.4M	2.55K	+1.10%
Dec 31, 2023	LPL FINANCIAL LLC	0.5%	258.97K	4.85M	56.65K	+28.00%
Dec 31, 2023	UBS GROUP AG	0.64%	335.66K	6.28M	5.24K	+1.59%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.69%	359.58K	6.73M	93K	+34.88%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.82%	427.14K	8M	74.27K	+21.05%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.92%	483.81K	9.06M	42.09K	+9.53%
Dec 31, 2023	INVESCO LTD.	1.17%	611.19K	11.44M	54.29K	+9.75%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	1.25%	655.91K	12.28M	47.63K	+7.83%

Insiders

Among the EOS insiders holding of 0% of the stake in company, RICHARDSON DUNCAN W, Vice President, holds the largest shares of 19.5K. DYNNER ALAN R, Secretary, is the second largest EOS insider with ownership of 12.08K shares. QUINTON KEITH, Trustee, stands third with possession of 5K shares of that stake.

Insiders	Designation	Shares Held
RICHARDSON DUNCAN W	Vice President	19.5K
DYNNER ALAN R	Secretary	12.08K
QUINTON KEITH	Trustee	5K
ROW WALTER A III	Vice President	1K
EGALKA RONALD M		500

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 21, 2026	QUINTON KEITH	PURCHASE	21.39	5K	106.95K	5K
Aug 09, 2011	RICHARDSON DUNCAN W	PURCHASE	9.69	10K	96.9K	19.5K
Oct 27, 2008	RICHARDSON DUNCAN W	PURCHASE	10.20	500	5.1K	9K
Sep 29, 2008	RICHARDSON DUNCAN W	PURCHASE	13.60	500	6.8K	8.5K
Jul 15, 2008	RICHARDSON DUNCAN W	PURCHASE	14.39	1K	14.39K	8K
Dec 20, 2007	RICHARDSON DUNCAN W	PURCHASE	17.25	1K	17.25K	7K
Nov 21, 2007	RICHARDSON DUNCAN W	PURCHASE	16.92	1K	16.92K	6K
Aug 20, 2007	RICHARDSON DUNCAN W	PURCHASE	18.01	1K	18.01K	5K
Jul 27, 2007	RICHARDSON DUNCAN W	PURCHASE	18.18	1K	18.18K	4K
Feb 01, 2007	DYNNER ALAN R	PURCHASE	20.30	4.85K	98.46K	12.08K
Jan 18, 2006	EGALKA RONALD M	PURCHASE	18.81	500	9.41K	500
Dec 28, 2005	DYNNER ALAN R	PURCHASE	17.35	7.23K	125.35K	7.23K
Dec 12, 2005	EGALKA RONALD M	PURCHASE	17.61	300	5.28K	300
Nov 22, 2005	RICHARDSON DUNCAN W	PURCHASE	18.55	2K	37.1K	3K
Sep 20, 2005	ROW WALTER A III	PURCHASE	20.07	1K	20.07K	1K
Mar 17, 2005	RICHARDSON DUNCAN W	PURCHASE	19.80	1K	19.8K	1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE5K1

SALES00

NET SHARES5K1

SHARES HELD5K1

% NET SHARES0%0%

Frequently Asked Questions