© 2026 Stocks Telegraph All rights reserved.
Most stock quote data provided by Financial Modeling Prep
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.
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.
About 16.67% of EVF shares are held by financial institutions. SIMON QUICK ADVISORS, LLC is the top corporate investor, holding 34.25K shares valued at $170.93K. A 0.19% stake in Eaton Vance Senior Income Trust is owned by the company. SHAKER FINANCIAL SERVICES, LLC owns 48.31K shares valued at $241.06K, which translates its holding of 0.27% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | SIMON QUICK ADVISORS, LLC | 0.19% | 34.25K | 170.93K | 34.25K | +100.00% |
| Mar 31, 2026 | SHAKER FINANCIAL SERVICES, LLC | 0.27% | 48.31K | 241.06K | -44.11K | -47.73% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.28% | 50.67K | 252.85K | -7.51K | -12.91% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.32% | 58.18K | 290.33K | 3.19K | +5.81% |
| Mar 31, 2026 | MELFA WEALTH MANAGEMENT, LLC | 0.4% | 72.3K | 360.76K | 25.75K | +55.32% |
| Mar 31, 2026 | VIRTUS INVESTMENT ADVISERS, INC. | 0.54% | 98.87K | 493.34K | -15.38K | -13.46% |
| Mar 31, 2026 | ETHOS FINANCIAL GROUP, LLC | 0.6% | 109.44K | 576.74K | 0 | 0 |
| Mar 31, 2026 | UBS GROUP AG | 0.68% | 122.68K | 612.16K | -2.63K | -2.10% |
| Mar 31, 2026 | LOOMIS SAYLES & CO L P | 0.68% | 122.69K | 612.24K | 122.69K | +100.00% |
| Mar 31, 2026 | INVESCO LTD. | 1.3% | 236.43K | 1.18M | -21.19K | -8.23% |
| Mar 31, 2026 | ICON ADVISERS INC/CO | 1.69% | 307.37K | 1.53M | 307.37K | +100.00% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2.02% | 367.02K | 1.83M | 7.44K | +2.07% |
| Mar 31, 2026 | WOLVERINE ASSET MANAGEMENT LLC | 2.7% | 491.25K | 2.45M | 76.89K | +18.56% |
| Mar 31, 2026 | SIT INVESTMENT ASSOCIATES INC | 4.39% | 797.11K | 3.98M | 82.3K | +11.51% |
| Mar 31, 2026 | MOORS & CABOT, INC. | 0.06% | 10K | 49.9K | 0 | 0 |
| Mar 31, 2026 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 0.02% | 4.24K | 21.15K | 0 | 0 |
| Mar 31, 2026 | WFA OF SAN DIEGO, LLC | 0.04% | 6.51K | 32.46K | 0 | 0 |
| Mar 31, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0.06% | 10K | 49.9K | 0 | 0 |
| Mar 31, 2026 | BEDEL FINANCIAL CONSULTING, INC. | 0.07% | 11.96K | 59.69K | 0 | 0 |
| Mar 31, 2026 | ELEMENT WEALTH, LLC | 0.07% | 12.66K | 63.15K | 138 | +1.10% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.09% | 15.73K | 78.5K | 10.65K | +209.30% |
| Mar 31, 2026 | CARTESIAN GROWTH CORP | 0.1% | 18.55K | 92.56K | 0 | 0 |
| Mar 31, 2026 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 0.1% | 18.61K | 92.84K | 18.61K | +100.00% |
| Mar 31, 2026 | CREATIVE PLANNING | 0.11% | 20.17K | 100.65K | 20.17K | +100.00% |
| Mar 31, 2026 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.13% | 23.31K | 116.31K | 0 | 0 |
| Mar 31, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 2.42K | 12.08K | -595 | -19.72% |
| Mar 31, 2026 | HIGHLINE WEALTH PARTNERS LLC | 0% | 700 | 3.49K | 0 | 0 |
| Mar 31, 2026 | TACTIVE ADVISORS, LLC | 0.14% | 25.59K | 127.69K | -1.73K | -6.34% |
| Mar 31, 2026 | INDEPENDENT ADVISOR ALLIANCE | 0.15% | 26.4K | 131.74K | 26.4K | +100.00% |
| Mar 31, 2026 | 0.01% | 1K | 4.99K | 0 | 0 | |
| Mar 31, 2026 | MATISSE CAPITAL | 0.15% | 27.53K | 137.36K | 27.53K | +100.00% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.16% | 29.3K | 146.19K | 471 | +1.63% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.18% | 33.51K | 167.23K | -9.58K | -22.22% |
| Mar 31, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0% | 535 | 2.67K | 0 | 0 |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0% | 240 | 1.2K | 6 | +2.56% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0% | 201 | 1K | 5 | +2.55% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0% | 0 | - | -28.55K | -100.00% |
| Mar 31, 2026 | HRT FINANCIAL LP | 0% | 0 | - | -10.86K | -100.00% |
| Mar 31, 2026 | NWF ADVISORY SERVICES INC. | 0% | 0 | - | -10.6K | -100.00% |
| Dec 31, 2025 | LOGAN STONE CAPITAL, LLC | 0.53% | 116.53K | 614.11K | 97.54K | +513.51% |
| Dec 31, 2025 | UBS GROUP AG | 0.57% | 125.31K | 660.39K | 1.08K | +0.87% |
| Dec 31, 2025 | INVESCO LTD. | 1.16% | 257.63K | 1.36M | -5.16K | -1.97% |
| Dec 31, 2025 | GUGGENHEIM CAPITAL LLC | 1.44% | 318.06K | 1.68M | 42.2K | +15.30% |
| Dec 31, 2025 | 1607 CAPITAL PARTNERS, LLC | 4.05% | 896.31K | 4.72M | 646.17K | +258.32% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.26% | 58.18K | 306.61K | 8.67K | +17.50% |
| Dec 31, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.32% | 70K | 368.91K | 70K | +100.00% |
| Dec 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.42% | 92.42K | 487.06K | 27.36K | +42.05% |
| Dec 31, 2025 | VIRTUS INVESTMENT ADVISERS, INC. | 0.52% | 114.24K | 602.06K | -44.55K | -28.06% |
| Dec 31, 2025 | HIGHLINE WEALTH PARTNERS LLC | 0% | 700 | 3.69K | 0 | 0 |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0.01% | 2.09K | 11K | -5.81K | -73.56% |
| Dec 31, 2025 | MORGAN STANLEY | 0.57% | 126.68K | 667.62K | 6.33K | +5.26% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.63% | 359.58K | 1.9M | 571 | +0.16% |
| Dec 31, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 1.87% | 414.36K | 2.18M | 141.58K | +51.90% |
| Dec 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 3.23% | 714.81K | 3.77M | 61.13K | +9.35% |
| Dec 31, 2025 | WEALTHSPIRE ADVISORS, LLC | 0% | 0 | - | -900 | -100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.01% | 1.25K | 7K | 0 | 0 |
| Dec 31, 2025 | BEDEL FINANCIAL CONSULTING, INC. | 0.05% | 11.96K | 63.04K | 0 | 0 |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 10K | 52.7K | 0 | 0 |
| Dec 31, 2025 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 0.02% | 4.24K | 22.33K | 0 | 0 |
| Dec 31, 2025 | 0% | 1K | 5.27K | 1K | +100.00% | |
| Dec 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 3.02K | 15.9K | 34 | +1.14% |
| Dec 31, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0% | 0 | - | -8.75K | -100.00% |
| Dec 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -13.25K | -100.00% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0% | 0 | - | -11.68K | -100.00% |
| Dec 31, 2025 | CALAMOS ADVISORS LLC | 0% | 0 | - | -107.88K | -100.00% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0% | 1 | 5 | 0 | 0 |
| Dec 31, 2025 | HUNTINGTON NATIONAL BANK | 0% | 1 | 5 | 0 | 0 |
| Dec 31, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.11% | 23.31K | 122.84K | 0 | 0 |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.11% | 23.84K | 125.66K | -10.97K | -31.50% |
| Dec 31, 2025 | ELEMENT WEALTH, LLC | 0.06% | 12.52K | 65.97K | -1.3K | -9.41% |
| Dec 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.05% | 11.86K | 62.49K | 0 | 0 |
| Dec 31, 2025 | MOORS & CABOT, INC. | 0.05% | 10K | 52.7K | 0 | 0 |
| Dec 31, 2025 | TACTIVE ADVISORS, LLC | 0.12% | 27.32K | 143.98K | 10 | +0.04% |
| Dec 31, 2025 | NOMURA HOLDINGS INC | 0.13% | 28.11K | 148.15K | 28.11K | +100.00% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.13% | 28.83K | 151.92K | -4.2K | -12.71% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.14% | 30.33K | 159.86K | -99 | -0.33% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.14% | 31.34K | 165.16K | 21.31K | +212.43% |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0% | 234 | 1.24K | 5 | +2.18% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 535 | 2.82K | -257 | -32.45% |
| Dec 31, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0% | 0 | - | -18.2K | -100.00% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.13% | 28.55K | 150.43K | -870 | -2.96% |
| Dec 31, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.17% | 38.47K | 202.74K | 2.97K | +8.37% |
| Dec 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.21% | 46.55K | 245.3K | 0 | 0 |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.29% | 64.61K | 340.51K | 49.48K | +327.08% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.19% | 43.09K | 227.07K | -661 | -1.51% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.25% | 54.99K | 289.79K | 11.29K | +25.83% |
| Dec 31, 2025 | US BANCORP \DE\ | 0% | 4 | 21 | 0 | 0 |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 196 | 1.03K | 196 | +100.00% |
| Dec 31, 2025 | CONCORDE ASSET MANAGEMENT, LLC | 0.07% | 15.78K | 83.16K | 0 | 0 |
| Dec 31, 2025 | CARTESIAN GROWTH CORP | 0.08% | 18.55K | 97.75K | 0 | 0 |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 0.1% | 21.49K | 113.24K | -22.18K | -50.80% |
| Dec 31, 2025 | HORIZON KINETICS ASSET MANAGEMENT LLC | 0.1% | 21.73K | 114.52K | 0 | 0 |
| Dec 31, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.49% | 109.44K | 576.74K | -13.02K | -10.63% |
| Dec 31, 2025 | ALMITAS CAPITAL LLC | 0.07% | 14.65K | 77.22K | 14.65K | +100.00% |
| Dec 31, 2025 | HRT FINANCIAL LP | 0.05% | 10.86K | 57K | 10.86K | +100.00% |
| Dec 31, 2025 | NWF ADVISORY SERVICES INC. | 0.05% | 10.6K | 55.86K | 0 | 0 |
| Dec 31, 2025 | WFA OF SAN DIEGO, LLC | 0.03% | 6.51K | 34.28K | -350 | -5.11% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.02% | 5.09K | 26.81K | 5.09K | +100.00% |
| Dec 31, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 600 | 3.16K | 600 | +100.00% |
| Sep 30, 2025 | CWM, LLC | 0% | 0 | - | -15.3K | -100.00% |
| Sep 30, 2025 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0% | 0 | - | -4.48K | -100.00% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0% | 0 | - | -16.67K | -100.00% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 10K | 54.8K | 0 | 0 |
| Sep 30, 2025 | MOORS & CABOT, INC. | 0.05% | 10K | 54.8K | 0 | 0 |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 2.95% | 653.68K | 3.58M | 653.68K | +100.00% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 1 | 5 | 0 | 0 |
| Sep 30, 2025 | 1607 CAPITAL PARTNERS, LLC | 1.13% | 250.14K | 1.37M | 250.14K | +100.00% |
| Sep 30, 2025 | BUSKA WEALTH MANAGEMENT, LLC | 0% | 0 | - | -18.85K | -100.00% |
| Sep 30, 2025 | HUNTINGTON NATIONAL BANK | 0% | 1 | 5 | 0 | 0 |
| Sep 30, 2025 | US BANCORP \DE\ | 0% | 4 | 22 | 0 | 0 |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 792 | 4.34K | 792 | +100.00% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.05% | 10.03K | 54.97K | 10.03K | +100.00% |
| Sep 30, 2025 | NWF ADVISORY SERVICES INC. | 0.05% | 10.6K | 58.09K | -7K | -39.77% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.05% | 11.68K | 64K | 0 | 0 |
| Sep 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.05% | 11.86K | 64.98K | 11.86K | +100.00% |
| Sep 30, 2025 | ELEMENT WEALTH, LLC | 0.06% | 13.82K | 75.72K | 68 | +0.49% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.2% | 43.7K | 239.48K | -34.69K | -44.25% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.62% | 359.01K | 1.97M | 1.84K | +0.51% |
| Sep 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.11% | 23.31K | 127.73K | 0 | 0 |
| Sep 30, 2025 | TACTIVE ADVISORS, LLC | 0.12% | 27.31K | 149.66K | -364 | -1.32% |
| Sep 30, 2025 | MORGAN STANLEY | 0.54% | 120.35K | 659.51K | -7.55K | -5.90% |
| Sep 30, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.55% | 122.46K | 671.05K | 5.86K | +5.02% |
| Sep 30, 2025 | WEALTHSPIRE ADVISORS, LLC | 0% | 900 | 4.93K | 900 | +100.00% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.01% | 1.25K | 7K | 0 | 0 |
| Sep 30, 2025 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 0.02% | 4.24K | 23.22K | 0 | 0 |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0.04% | 7.9K | 43.28K | 0 | 0 |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.04% | 8.75K | 47.95K | -559 | -6.00% |
| Sep 30, 2025 | BEDEL FINANCIAL CONSULTING, INC. | 0.05% | 11.96K | 65.55K | 0 | 0 |
| Sep 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.06% | 13.25K | 72.63K | -4.11K | -23.66% |
| Sep 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.08% | 18.2K | 99.72K | 18.2K | +100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.14% | 30.43K | 166.77K | -6.19K | -16.90% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.15% | 33.02K | 180.96K | 1.26K | +3.97% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.16% | 34.81K | 193.17K | 2K | +6.10% |
| Sep 30, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.16% | 35.5K | 194.54K | 35.5K | +100.00% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.2% | 43.67K | 239.32K | -149.37K | -77.38% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.2% | 43.75K | 239.74K | 15.72K | +56.07% |
| Sep 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.21% | 46.55K | 255.08K | 17.75K | +61.64% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.22% | 49.52K | 271.34K | 7.94K | +19.11% |
| Sep 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.29% | 65.06K | 356.54K | 1.84K | +2.90% |
| Sep 30, 2025 | CALAMOS ADVISORS LLC | 0.49% | 107.88K | 591.19K | 51.02K | +89.72% |
| Sep 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 1.23% | 272.78K | 1.49M | 102.63K | +60.32% |
| Sep 30, 2025 | UBS GROUP AG | 0.56% | 124.23K | 680.8K | -10.67K | -7.91% |
| Sep 30, 2025 | CARTESIAN GROWTH CORP | 0.08% | 18.55K | 101.65K | 0 | 0 |
| Sep 30, 2025 | LOGAN STONE CAPITAL, LLC | 0.09% | 18.99K | 104.09K | 3.95K | +26.27% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.13% | 29.42K | 161.19K | 0 | 0 |
| Sep 30, 2025 | VIRTUS INVESTMENT ADVISERS, INC. | 0.72% | 158.79K | 870.18K | 15.97K | +11.18% |
| Sep 30, 2025 | HORIZON KINETICS ASSET MANAGEMENT LLC | 0.1% | 21.73K | 119.08K | -10.4K | -32.37% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 1.25% | 275.87K | 1.51M | 30.08K | +12.24% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0% | 229 | 1.26K | 229 | +100.00% |
| Sep 30, 2025 | HIGHLINE WEALTH PARTNERS LLC | 0% | 700 | 3.84K | 700 | +100.00% |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 2.98K | 16.35K | 49 | +1.67% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 15.13K | 82.91K | -1.31K | -7.96% |
| Sep 30, 2025 | CONCORDE ASSET MANAGEMENT, LLC | 0.07% | 15.78K | 86.66K | 15.78K | +100.00% |
| Sep 30, 2025 | INVESCO LTD. | 1.19% | 262.79K | 1.44M | 1.76K | +0.67% |
| Jun 30, 2025 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 0.02% | 4.24K | 24.11K | 0 | 0 |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 16.44K | 93.53K | -16.85K | -50.62% |
| Jun 30, 2025 | BEDEL FINANCIAL CONSULTING, INC. | 0.05% | 11.96K | 68.06K | 0 | 0 |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.05% | 11.68K | 66K | -3.7K | -24.06% |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0.04% | 7.9K | 44.93K | -626 | -7.34% |
| Jun 30, 2025 | US BANCORP \DE\ | 0% | 4 | 23 | 0 | 0 |
| Jun 30, 2025 | CWM, LLC | 0.07% | 15.3K | 87K | 0 | 0 |
| Jun 30, 2025 | LOGAN STONE CAPITAL, LLC | 0.07% | 15.04K | 85.59K | 15.04K | +100.00% |
| Jun 30, 2025 | ELEMENT WEALTH, LLC | 0.06% | 13.75K | 78.24K | 169 | +1.24% |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.04% | 9.31K | 52.97K | 9.31K | +100.00% |
| Jun 30, 2025 | WFA OF SAN DIEGO, LLC | 0.03% | 5.86K | 33.34K | 5.86K | +100.00% |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.05% | 10.65K | 60.58K | -316 | -2.88% |
| Jun 30, 2025 | MOORS & CABOT, INC. | 0.05% | 10K | 56.9K | 0 | 0 |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.61% | 357.18K | 2.03M | 15.05K | +4.40% |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 1.11% | 245.78K | 1.4M | -42.5K | -14.74% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.87% | 193.04K | 1.1M | 16.22K | +9.17% |
| Jun 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.77% | 170.15K | 968.15K | 105.66K | +163.84% |
| Jun 30, 2025 | MORGAN STANLEY | 0.58% | 127.9K | 727.72M | -3.19K | -2.44% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.13% | 29.42K | 167.37K | -12.46K | -29.75% |
| Jun 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.13% | 28.8K | 163.86K | 9K | +45.46% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.13% | 28.03K | 159.5K | 3K | +11.99% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 10K | 56.9K | 0 | 0 |
| Jun 30, 2025 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0.02% | 4.48K | 25.51K | 4.48K | +100.00% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 2.93K | 16.69K | 17 | +0.58% |
| Jun 30, 2025 | HUNTINGTON NATIONAL BANK | 0% | 1 | 6 | 0 | 0 |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 1 | 6 | 0 | 0 |
| Jun 30, 2025 | REDHAWK WEALTH ADVISORS, INC. | 0% | 0 | - | -25.23K | -100.00% |
| Jun 30, 2025 | ARETE WEALTH ADVISORS, LLC | 0% | 0 | - | -28.08K | -100.00% |
| Jun 30, 2025 | IFP ADVISORS, INC | 0% | 0 | - | -4K | -100.00% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 0 | - | -1.09K | -100.00% |
| Jun 30, 2025 | HEXAGON CAPITAL PARTNERS LLC | 0% | 0 | - | -8K | -100.00% |
| Jun 30, 2025 | INVESCO LTD. | 1.18% | 261.03K | 1.49M | 28.35K | +12.19% |
| Jun 30, 2025 | VIRTUS INVESTMENT ADVISERS, INC. | 0.65% | 142.83K | 812.67K | -25.23K | -15.01% |
| Jun 30, 2025 | UBS GROUP AG | 0.61% | 134.9K | 767.58K | -17.27K | -11.35% |
| Jun 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.29% | 63.23K | 359.75K | 63.23K | +100.00% |
| Jun 30, 2025 | CALAMOS ADVISORS LLC | 0.26% | 56.86K | 323.56K | 56.86K | +100.00% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.19% | 41.57K | 236.54K | -15.52K | -27.18% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.17% | 36.62K | 208.36K | -517 | -1.39% |
| Jun 30, 2025 | HORIZON KINETICS ASSET MANAGEMENT LLC | 0.15% | 32.13K | 182.82K | 0 | 0 |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.14% | 31.76K | 180.72K | 320 | +1.02% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.15% | 32.81K | 186.69K | 597 | +1.85% |
| Jun 30, 2025 | TACTIVE ADVISORS, LLC | 0.13% | 27.67K | 157.47K | 27.67K | +100.00% |
| Jun 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.11% | 23.31K | 132.63K | 0 | 0 |
| Jun 30, 2025 | BUSKA WEALTH MANAGEMENT, LLC | 0.09% | 18.85K | 107.26K | -169 | -0.89% |
| Jun 30, 2025 | CARTESIAN GROWTH CORP | 0.08% | 18.55K | 105.54K | 0 | 0 |
| Jun 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.08% | 17.36K | 97.57K | -29.62K | -63.04% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.08% | 16.67K | 94.86K | 16.67K | +100.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.01% | 1.25K | 7K | -4.22K | -77.11% |
| Jun 30, 2025 | NWF ADVISORY SERVICES INC. | 0.08% | 17.6K | 100.14K | 0 | 0 |
| Jun 30, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.53% | 116.6K | 663.44K | 19.1K | +19.59% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.35% | 78.39K | 446.04K | 6.19K | +8.57% |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 1.3% | 288.28K | 1.68M | -101.05K | -25.95% |
| Mar 31, 2025 | CONCORDE ASSET MANAGEMENT, LLC | 0.08% | 17.18K | 97.25K | 0 | 0 |
| Mar 31, 2025 | CARTESIAN GROWTH CORP | 0.08% | 18.55K | 108.33K | 0 | 0 |
| Mar 31, 2025 | BUSKA WEALTH MANAGEMENT, LLC | 0.09% | 19.02K | 111.07K | -25.73K | -57.50% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.55% | 342.13K | 2M | 10.19K | +3.07% |
| Mar 31, 2025 | IFP ADVISORS, INC | 0.02% | 4K | 23.36K | 0 | 0 |
| Mar 31, 2025 | HEXAGON CAPITAL PARTNERS LLC | 0.04% | 8K | 46.72K | 0 | 0 |
| Mar 31, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.11% | 23.31K | 136.12K | 23.31K | +100.00% |
| Mar 31, 2025 | 0.08% | 17.6K | 102.78K | 17.6K | +100.00% | |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.02% | 5.48K | 32K | 0 | 0 |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.11% | 25.03K | 146.18K | 5.61K | +28.89% |
| Mar 31, 2025 | REDHAWK WEALTH ADVISORS, INC. | 0.11% | 25.23K | 147.34K | 0 | 0 |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.14% | 31.44K | 183.62K | -2.56K | -7.52% |
| Mar 31, 2025 | HORIZON KINETICS ASSET MANAGEMENT LLC | 0.15% | 32.13K | 187.64K | 0 | 0 |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.15% | 32.21K | 188.12K | 3.03K | +10.38% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.17% | 37.14K | 216.88K | 1.85K | +5.23% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.19% | 41.87K | 244.52K | 11.29K | +36.90% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0% | 1 | 6 | 0 | 0 |
| Mar 31, 2025 | HUNTINGTON NATIONAL BANK | 0% | 1 | 6 | 0 | 0 |
| Mar 31, 2025 | US BANCORP \DE\ | 0% | 4 | 23 | 0 | 0 |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 1.09K | 6.37K | 1.09K | +100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0.69% | 152.17K | 888.7K | -1.24K | -0.81% |
| Mar 31, 2025 | MOORS & CABOT, INC. | 0.05% | 10K | 58.4K | 0 | 0 |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 10K | 58.4K | -10K | -50.00% |
| Mar 31, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.05% | 10.96K | 64.02K | -429 | -3.77% |
| Mar 31, 2025 | BEDEL FINANCIAL CONSULTING, INC. | 0.05% | 11.96K | 67.59K | 0 | 0 |
| Mar 31, 2025 | ELEMENT WEALTH, LLC | 0.06% | 13.58K | 79.31K | 156 | +1.16% |
| Mar 31, 2025 | CWM, LLC | 0.07% | 15.3K | 89K | 0 | 0 |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.07% | 15.38K | 90K | 15.38K | +100.00% |
| Mar 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.21% | 46.98K | 274.36K | 46.98K | +100.00% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.26% | 57.09K | 333.38K | 9.03K | +18.80% |
| Mar 31, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.44% | 97.5K | 569.41K | 97.5K | +100.00% |
| Mar 31, 2025 | VIRTUS INVESTMENT ADVISERS, INC. | 0.76% | 168.05K | 981.41K | 168.05K | +100.00% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.8% | 176.82K | 1.03M | 36.18K | +25.73% |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0% | 0 | - | -16.17K | -100.00% |
| Mar 31, 2025 | VIRTUS ETF ADVISERS LLC | 0% | 0 | - | -126.11K | -100.00% |
| Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 2.92K | 17.04K | 0 | 0 |
| Mar 31, 2025 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 0.02% | 4.24K | 24.75K | 4.24K | +100.00% |
| Mar 31, 2025 | ARETE WEALTH ADVISORS, LLC | 0.13% | 28.08K | 164K | 0 | 0 |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.15% | 33.29K | 194.43K | 7.36K | +28.38% |
| Mar 31, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.29% | 64.49K | 376.62K | 64.49K | +100.00% |
| Mar 31, 2025 | MAI CAPITAL MANAGEMENT | 0.04% | 8.52K | 49.78K | -129 | -1.49% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.33% | 72.2K | 421.64K | 1.79K | +2.54% |
| Mar 31, 2025 | MORGAN STANLEY | 0.59% | 131.09K | 765.56K | 16.33K | +14.23% |
| Mar 31, 2025 | INVESCO LTD. | 1.05% | 232.68K | 1.36M | 55.85K | +31.58% |
| Mar 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.09% | 19.8K | 115.62K | 0 | 0 |
| Mar 31, 2024 | EUDAIMONIA PARTNERS, LLC | 0.19% | 29.49K | 187.58K | 0 | 0 |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 0 | - | -8.5K | -100.00% |
| Mar 31, 2024 | ARETE WEALTH ADVISORS, LLC | 0% | 0 | - | -28.5K | -100.00% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 0 | - | -254 | -100.00% |
| Mar 31, 2024 | HUNTINGTON NATIONAL BANK | 0% | 1 | 6 | 0 | 0 |
| Mar 31, 2024 | US BANCORP \DE\ | 0% | 4 | 25 | 0 | 0 |
| Mar 31, 2024 | VISIONPOINT ADVISORY GROUP, LLC | 0% | 750 | 4.77K | 0 | 0 |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.01% | 1.25K | 8K | 0 | 0 |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | 13.71K | 87.2K | -7.46K | -35.23% |
| Mar 31, 2024 | CWM, LLC | 0.1% | 15.3K | 97K | 0 | 0 |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.1% | 15.38K | 98K | 0 | 0 |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.11% | 18K | 114.48K | 18K | +100.00% |
| Mar 31, 2024 | CETERA ADVISORS LLC | 0.11% | 18K | 114.48K | 3.5K | +24.14% |
| Mar 31, 2024 | CARTESIAN GROWTH CORP | 0.12% | 18.55K | 117.97K | 0 | 0 |
| Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.12% | 19.28K | 122.59K | 6.89K | +55.66% |
| Mar 31, 2024 | MELFA WEALTH MANAGEMENT, LLC | 0.13% | 19.8K | 125.91K | 0 | 0 |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.13% | 20.01K | 127.24K | 0 | 0 |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.14% | 21.55K | 137.06K | 0 | 0 |
| Mar 31, 2024 | HORIZON KINETICS ASSET MANAGEMENT LLC | 0.14% | 21.73K | 138.2K | 0 | 0 |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.16% | 24.59K | 156.41K | 649 | +2.71% |
| Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 0.16% | 24.68K | 156.95K | 183 | +0.75% |
| Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 2.45% | 387.27K | 2.46M | 66.63K | +20.78% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.32% | 51.02K | 324.47K | 2.31K | +4.74% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.33% | 52.11K | 331.44K | -7.39K | -12.41% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.42% | 66.75K | 424.54K | -9.23K | -12.14% |
| Mar 31, 2024 | VIRTUS ETF ADVISERS LLC | 0.52% | 82.79K | 526.56K | 18.52K | +28.82% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.71% | 111.96K | 712.06K | 8.71K | +8.44% |
| Mar 31, 2024 | INVESCO LTD. | 0.74% | 117.42K | 746.82K | -7.08K | -5.68% |
| Mar 31, 2024 | MORGAN STANLEY | 0.97% | 152.76K | 971.57K | 16.12K | +11.79% |
| Mar 31, 2024 | UBS GROUP AG | 1.14% | 180.02K | 1.14M | -144.7K | -44.56% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.76% | 277.37K | 1.76M | -1.34K | -0.48% |
| Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 2.32K | 14.77K | 0 | 0 |
| Mar 31, 2024 | CONCORD WEALTH PARTNERS | 0.02% | 3K | 19.08K | 0 | 0 |
| Mar 31, 2024 | HIGHLANDER CAPITAL MANAGEMENT, LLC | 0.03% | 4K | 25.44K | 0 | 0 |
| Mar 31, 2024 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.04% | 6.31K | 40.13K | 0 | 0 |
| Mar 31, 2024 | HEXAGON CAPITAL PARTNERS LLC | 0.05% | 8K | 50.88K | 0 | 0 |
| Mar 31, 2024 | MOORS & CABOT, INC. | 0.06% | 10K | 63.6K | 10K | +100.00% |
| Mar 31, 2024 | WAGNER WEALTH MANAGEMENT, LLC | 0.07% | 10.82K | 68.8K | 0 | 0 |
| Mar 31, 2024 | BEDEL FINANCIAL CONSULTING, INC. | 0.08% | 11.96K | 76.08K | 0 | 0 |
| Mar 31, 2024 | WEALTHTRUST AXIOM LLC | 0.08% | 12.8K | 81.39K | 1 | +0.01% |
| Mar 31, 2024 | ELEMENT WEALTH, LLC | 0.08% | 12.89K | 82K | -50 | -0.39% |
| Mar 31, 2024 | REDHAWK WEALTH ADVISORS, INC. | 0.16% | 25.23K | 160.46K | 25.23K | +100.00% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.22% | 34.25K | 217.81K | 0 | 0 |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.22% | 35.01K | 222.64K | -4.65K | -11.73% |
| Mar 31, 2024 | BUSKA WEALTH MANAGEMENT, LLC | 0.26% | 41.09K | 260.51K | 41.09K | +100.00% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.12% | 21.55K | 135.99K | 0 | 0 |
| Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 0.13% | 24.5K | 154.56K | 4.56K | +22.89% |
| Dec 31, 2023 | ARETE WEALTH ADVISORS, LLC | 0.15% | 28.5K | 179.82K | -1.5K | -5.01% |
| Dec 31, 2023 | EUDAIMONIA PARTNERS, LLC | 0.16% | 29.49K | 186.1K | 0 | 0 |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.18% | 34.25K | 216.1K | -35.91K | -51.18% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.21% | 39.66K | 250.25K | -1.86K | -4.48% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.26% | 48.71K | 307.36K | -6.53K | -11.82% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.32% | 59.5K | 375.44K | -12.12K | -16.93% |
| Dec 31, 2023 | VIRTUS ETF ADVISERS LLC | 0.35% | 64.27K | 405.56K | -31.68K | -33.02% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.41% | 75.98K | 479.43K | -785 | -1.02% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.55% | 103.25K | 651.5K | 1.64K | +1.61% |
| Dec 31, 2023 | INVESCO LTD. | 0.67% | 124.5K | 785.59K | -75.08K | -37.62% |
| Dec 31, 2023 | MORGAN STANLEY | 0.73% | 136.65K | 862.23K | -138.95K | -50.42% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.5% | 278.71K | 1.76M | 27.85K | +11.10% |
| Dec 31, 2023 | GUGGENHEIM CAPITAL LLC | 1.72% | 320.64K | 2.02M | 110.4K | +52.51% |
| Dec 31, 2023 | UBS GROUP AG | 1.75% | 324.72K | 2.05M | -90.23K | -21.74% |
| Dec 31, 2023 | JNBA FINANCIAL ADVISORS | 0% | 0 | - | -1.33K | -100.00% |
| Dec 31, 2023 | CREATIVE PLANNING | 0% | 0 | - | -39.25K | -100.00% |
| Dec 31, 2023 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0% | 0 | - | -10.5K | -100.00% |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0% | 0 | - | -37.34K | -100.00% |
| Dec 31, 2023 | MERIDIAN INVESTMENT COUNSEL INC. | 0% | 0 | - | -73.7K | -100.00% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0% | 0 | - | -10.27K | -100.00% |
| Dec 31, 2023 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | 0% | 0 | - | -21.5K | -100.00% |
| Dec 31, 2023 | PRIVATE TRUST CO NA | 0% | 0 | - | -3K | -100.00% |
| Dec 31, 2023 | CSS LLC/IL | 0% | 0 | - | -18.08K | -100.00% |
| Dec 31, 2023 | FIRST FOUNDATION ADVISORS | 0% | 0 | - | -10K | -100.00% |
| Dec 31, 2023 | HUNTINGTON NATIONAL BANK | 0% | 1 | 6 | 0 | 0 |
| Dec 31, 2023 | US BANCORP \DE\ | 0% | 4 | 25 | -696 | -99.43% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0% | 254 | 1.6K | -1.51K | -85.56% |
| Dec 31, 2023 | VISIONPOINT ADVISORY GROUP, LLC | 0% | 750 | 4.73K | 0 | 0 |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.01% | 1.25K | 8K | -6.55K | -83.94% |
| Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 2.32K | 14.65K | 0 | 0 |
| Dec 31, 2023 | CONCORD WEALTH PARTNERS | 0.02% | 3K | 18.93K | 0 | 0 |
| Dec 31, 2023 | HIGHLANDER CAPITAL MANAGEMENT, LLC | 0.02% | 4K | 25.24K | 0 | 0 |
| Dec 31, 2023 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.03% | 6.31K | 39.82K | 0 | 0 |
| Dec 31, 2023 | HEXAGON CAPITAL PARTNERS LLC | 0.04% | 8K | 50.48K | 0 | 0 |
| Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.05% | 8.5K | 53.64K | 0 | 0 |
| Dec 31, 2023 | WAGNER WEALTH MANAGEMENT, LLC | 0.06% | 10.82K | 68.26K | 0 | 0 |
| Dec 31, 2023 | BEDEL FINANCIAL CONSULTING, INC. | 0.06% | 11.96K | 75.48K | 0 | 0 |
| Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.07% | 12.38K | 78.14K | 12.38K | +100.00% |
| Dec 31, 2023 | WEALTHTRUST AXIOM LLC | 0.07% | 12.8K | 80.76K | 0 | 0 |
| Dec 31, 2023 | ELEMENT WEALTH, LLC | 0.07% | 12.94K | 81.67K | 181 | +1.42% |
| Dec 31, 2023 | CETERA ADVISORS LLC | 0.08% | 14.5K | 91.5K | -200 | -1.36% |
| Dec 31, 2023 | CWM, LLC | 0.08% | 15.3K | 97K | 0 | 0 |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.08% | 15.38K | 97K | 0 | 0 |
| Dec 31, 2023 | CARTESIAN GROWTH CORP | 0.1% | 18.55K | 118.18K | 18.55K | +100.00% |
| Dec 31, 2023 | MELFA WEALTH MANAGEMENT, LLC | 0.11% | 19.8K | 124.92K | 0 | 0 |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.11% | 20.01K | 126.24K | -994 | -4.73% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.13% | 23.94K | 151.09K | -150.73K | -86.29% |
| Dec 31, 2023 | HORIZON KINETICS ASSET MANAGEMENT LLC | 0.12% | 21.73K | 137.12K | 0 | 0 |
Among the EVF insiders holding of N/A of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 8.04M. QUINTON KEITH, director, is the second largest EVF insider with ownership of 7.7K shares. UBS AG, 10 percent owner, stands third with possession of 1.89K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 10 percent owner | 8.04M |
| QUINTON KEITH | director | 7.7K |
| UBS AG | 10 percent owner | 1.89K |
| MORGAN STANLEY | 10 percent owner | 94 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Dec 01, 2022 | QUINTON KEITH | SALE | 5.45 | 15K | 81.75K | 7.7K |
| Dec 23, 2021 | QUINTON KEITH | PURCHASE | 6.74 | 15K | 101.13K | 22.7K |
| Aug 25, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.85 | 8.24K | 48.2K | 8.04M |
| Aug 24, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.84 | 15.8K | 92.25K | 8.04M |
| Aug 21, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.88 | 155.1K | 911.96K | 8.02M |
| Aug 18, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.84 | 250K | 1.46M | 7.86M |
| Aug 17, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.85 | 70K | 409.5K | 7.61M |
| Aug 14, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.82 | 55.24K | 321.5K | 7.54M |
| Aug 12, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.76 | 67.45K | 388.51K | 7.49M |
| Aug 07, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.85 | 9.64K | 56.39K | 7.42M |
| Aug 06, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.85 | 50.43K | 295.02K | 7.41M |
| Aug 05, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.80 | 4.35K | 25.21K | 7.36M |
| Aug 04, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.78 | 402.53K | 2.33M | 7.36M |
| Aug 03, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.75 | 203.84K | 1.17M | 6.96M |
| Jul 30, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.63 | 395.04K | 2.22M | 6.75M |
| Jul 29, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.59 | 36.17K | 202.17K | 6.36M |
| Jul 24, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.49 | 41.13K | 225.79K | 6.32M |
| Jul 23, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.48 | 87.3K | 478.4K | 6.28M |
| Jul 22, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.42 | 32.73K | 177.41K | 6.19M |
| Jul 21, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.40 | 99.1K | 535.15K | 6.16M |
| Jul 20, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.35 | 50K | 267.5K | 6.06M |
| Jun 05, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.51 | 279.16K | 1.54M | 6.01M |
| Jun 04, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.45 | 92.86K | 506.06K | 5.73M |
| Jun 03, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.42 | 284.55K | 1.54M | 5.64M |
| Jun 02, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.35 | 48.36K | 258.7K | 5.35M |
| Jun 01, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.32 | 167.97K | 893.61K | 5.3M |
| May 29, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.25 | 71.23K | 373.94K | 5.14M |
| May 27, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.19 | 174.95K | 907.96K | 5.07M |
| May 26, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.18 | 54.54K | 282.51K | 4.89M |
| May 22, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.12 | 54.62K | 279.66K | 4.84M |
| May 21, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.13 | 87.47K | 448.73K | 4.78M |
| May 20, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.12 | 20.39K | 104.42K | 4.69M |
| May 19, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.07 | 171.64K | 870.21K | 4.67M |
| May 18, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.05 | 34.02K | 171.79K | 4.5M |
| May 15, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.00 | 114.62K | 573.11K | 4.47M |
| May 14, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.00 | 54.46K | 272.3K | 4.35M |
| May 13, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.04 | 53.7K | 270.65K | 4.3M |
| May 11, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.06 | 241.97K | 1.22M | 4.25M |
| May 08, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.03 | 42.33K | 212.93K | 4M |
| May 07, 2020 | SABA CAPITAL MANAGEMENT, L.P. | PURCHASE | 5.05 | 164.63K | 831.36K | 3.96M |
| Jan 10, 2020 | QUINTON KEITH | PURCHASE | 6.49 | 7.7K | 49.97K | 7.7K |
| Sep 19, 2018 | MORGAN STANLEY | SALE | 23000.00 | 327 | 7.52M | 94 |
| Sep 27, 2016 | MORGAN STANLEY | SALE | 23750.00 | 357 | 8.48M | 421 |
| Oct 13, 2015 | MORGAN STANLEY | PURCHASE | 25000.00 | 19 | 475K | 778 |
| Sep 02, 2015 | MORGAN STANLEY | PURCHASE | 25000.00 | 1 | 25K | 759 |
| Feb 25, 2014 | UBS AG | PURCHASE | 0.00 | 1 | - | 1.89K |