How many institutions own FSK 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 FSK shares is 585, representing 31.54% of the company's common stock.

Who are the major shareholders selling FS KKR Capital Corp. stock?

MORGAN STANLEY, in the last quarter, reduced its stake in FSK by -9.27% restricting it's holding to 3.25 million shares of worth nearly $48.51M. TRANSCEND CAPITAL ADVISORS, LLC also lessened -25.32% of the FSK shares from its portfolio, reducing its holding to 983.55 thousand shares of worth $14.68M. KESTRA ADVISORY SERVICES, LLC also shunned FSK shares holding by -16.26% last quarter which brought its holding to 1.03 million shares worth $15.41M.

Investors who are buying FSK stock?

As per its latest 13F filing, CURA WEALTH ADVISORS, LLC increased its stake in FSK by 39.26% in the last quarter. The institutional holder raised its holding to 2.5 million shares having worth more than $37.26M. INVESCO LTD. also added 51.87% more shares of FSK to its portfolio, raising its holding to 1 million shares of worth $14.94M. BALYASNY ASSET MANAGEMENT L.P. also increased its FSK shares holding by 100% which brought its holding to 1.47 million shares worth $21.92M.

FSK's major insiders: who are they?

The insider with the most stakes in FSK is HAGAN MICHAEL J , director at the company. Additionally, FSK stock is highly held by President and CIO Pietrzak Daniel and Chief Financial Officer LILLY STEVEN C among others.

Did an insider recently sell FSK stock?

Company executives, directors, and other insiders own 0.18% percent of FS KKR Capital Corp.'s stock. Within the last six months, there have been 0 transaction(s) in which FSK insiders have sold stock, totaling 0 shares. Insiders that have sold shares include FORMAN MICHAEL C., IMASOGIE OSAGIE O, and GERSON BRIAN.

Which insider recently purchased FSK stock?

There have been 5 transaction(s) during the past 6-months in which FS KKR Capital Corp. insiders have bought stock, totalling 24530 shares

How much of FSK does insiders own?

Around 133.31K FS KKR Capital Corp. shares are held by insiders, which represents about 0.18% of FSK stock.

Who is the insider with the largest stake?

FSK director, HAGAN MICHAEL J holds the largest portfolio of the company's shares. FSK shares owned by HAGAN total nearly 112.1 thousand.

Which institution holds the most shares in FSK?

CURA WEALTH ADVISORS, LLC is the largest institutional owner in FSK which holds 2.5 million shares worth $37.26M or 0.89% of the total FSK shares outstanding followed by MORGAN STANLEY with ownership of 3.25 million shares representing 1.16% of the FSK ownership. TRANSCEND CAPITAL ADVISORS, LLC is the third largest stakeholder with 983.55 thousand shares or 0.35% of the ownership worth more than $14.68M.

Is FS KKR Capital Corp. 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 FSK is concerned, it is a stock which is optionable.

Is there a short position on FSK's shares?

Number of FSK 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 FSK shares are there?

As of today, null shares of FSK are outstanding.

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

FSK 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 FSK is null.

FS KKR Capital (FSK) 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

OptionableYes

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

0.18% Percentage of Shares held by All Insiders

31.54% Percentage of Shares held by All Institutions

31.6% Percentage of Float held by Institutions

585

Number of Institutions Holding Shares

Institutional Ownership

About 31.54% of FSK shares are held by financial institutions. CURA WEALTH ADVISORS, LLC is the top corporate investor, holding 2.5M shares valued at $37.26M. A 0.89% stake in FS KKR Capital Corp. is owned by the company. MORGAN STANLEY owns 3.25M shares valued at $48.51M, which translates its holding of 1.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	CURA WEALTH ADVISORS, LLC	0.89%	2.5M	37.26M	703.58K	+39.26%
Sep 30, 2025	MORGAN STANLEY	1.16%	3.25M	48.51M	-331.92K	-9.27%
Sep 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.35%	983.55K	14.68M	-333.4K	-25.32%
Sep 30, 2025	INVESCO LTD.	0.36%	1M	14.94M	341.86K	+51.87%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.37%	1.03M	15.41M	-200.4K	-16.26%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	1.13M	19.71M	-4.55K	-0.40%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.52%	1.47M	21.92M	1.47M	+100.00%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.58%	1.62M	24.16M	-118.18K	-6.81%
Sep 30, 2025	CCLA INVESTMENT MANAGEMENT	0.61%	1.7M	25.44M	90.17K	+5.59%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	1.86M	27.76M	-219.51K	-10.56%
Sep 30, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	0.35%	980.59K	14.64M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	211.68K	3.16M	-21.6K	-9.26%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	1.42%	3.99M	59.57M	752.96K	+23.26%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.29%	815.17K	12.17M	91.5K	+12.64%
Sep 30, 2025	FOUNTAINHEAD AM, LLC	0.26%	716.16K	10.69M	-267.42K	-27.19%
Sep 30, 2025	WATERLOO CAPITAL, L.P.	0.08%	216.13K	3.23M	17.55K	+8.83%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.08%	219.78K	3.28M	13.6K	+6.60%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.08%	228.38K	3.41M	0	0
Sep 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.08%	228.98K	3.42M	98.48K	+75.46%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	231.82K	3.46M	13.23K	+6.05%
Sep 30, 2025	SAGE ADVISORS, LLC	0.08%	234.84K	3.51M	-9.65K	-3.95%
Sep 30, 2025	FIRST NATIONAL TRUST CO	0.08%	236.1K	3.52M	0	0
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.09%	248.1K	3.7M	11.26K	+4.75%
Sep 30, 2025	VISTA FINANCE, LLC	0.09%	249.02K	3.72M	24.44K	+10.88%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	386.17K	5.77M	-6.36K	-1.62%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	395.34K	5.9M	-6.93K	-1.72%
Sep 30, 2025	OMERS ADMINISTRATION CORP	0.14%	404.42K	6.04M	404.42K	+100.00%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.26%	723.51K	10.8M	708.93K	+4,863.01%
Sep 30, 2025	MUZINICH & CO., INC.	0.32%	894.44K	13.35M	86.68K	+10.73%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.23%	654.32K	9.77M	115.3K	+21.39%
Sep 30, 2025	DENALI ADVISORS LLC	0.09%	251.49K	3.75M	-56.56K	-18.36%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.1%	266.92K	3.99M	30.07K	+12.69%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	267K	3.99M	19.18K	+7.74%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	271.86K	4.06M	-11.99K	-4.22%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.1%	279.74K	4.18M	11.61K	+4.33%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.1%	287.07K	4.29M	118.66K	+70.46%
Sep 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.11%	298.83K	4.46M	20.66K	+7.43%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.12%	347.92K	5.34M	178.71K	+105.62%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.14%	385.31K	5.75M	20.36K	+5.58%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.22%	628.52K	13.17M	-25.32K	-3.87%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.15%	410.02K	6.12M	-90.71K	-18.12%
Sep 30, 2025	SENTINUS, LLC	0.15%	417.77K	6.24M	3.15K	+0.76%
Sep 30, 2025	ARES MANAGEMENT LLC	0.46%	1.28M	19.12M	-5.01K	-0.39%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.71%	1.99M	29.75M	-155.8K	-7.26%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.15%	423.12K	6.32M	423.12K	+100.00%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.16%	440K	6.57M	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.16%	459.44K	6.86M	2.38K	+0.52%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.17%	463.95K	7.25M	-35.91K	-7.18%
Sep 30, 2025	MGO ONE SEVEN LLC	0.18%	494.96K	7.39M	-7.85K	-1.56%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.2%	554.7K	8.28M	378.16K	+214.21%
Sep 30, 2025	ROYAL BANK OF CANADA	0.21%	582.66K	8.7M	44.67K	+8.30%
Sep 30, 2025	MARINER, LLC	0.21%	587.26K	8.77M	18.79K	+3.31%
Sep 30, 2025	CASTLEKNIGHT MANAGEMENT LP	0.22%	620.8K	9.27M	620.8K	+100.00%
Sep 30, 2025	UBS GROUP AG	1.18%	3.3M	49.27M	355.75K	+12.08%
Sep 30, 2025	MAIA WEALTH LLC	0.25%	686.87K	10.56M	34.58K	+5.30%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	791.4K	11.82M	629K	+387.32%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	441.76K	6.6M	398.97K	+932.39%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	462.52K	6.91M	99.37K	+27.36%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.46%	4.09M	61.07M	-223.39K	-5.18%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	448.87K	6.7M	448.87K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.2%	572.64K	8.55M	533.86K	+1,376.41%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	934.58K	13.95M	-181.87K	-16.29%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	935.46K	13.96M	-353.48K	-27.42%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.47%	1.32M	19.64M	317.08K	+31.75%
Sep 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.91%	2.55M	38.02M	61.11K	+2.46%
Sep 30, 2025	LPL FINANCIAL LLC	1.4%	3.93M	58.68M	85.3K	+2.22%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.17%	469.24K	7.01M	-90.1K	-16.11%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.17%	479.97K	7.17M	46.78K	+10.80%
Sep 30, 2025	M&G PLC	0.18%	495K	7.43M	-40K	-7.48%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.18%	506.55K	7.56M	62.49K	+14.07%
Sep 30, 2025	GP BRINSON INVESTMENTS LLC	0.2%	568.42K	8.49M	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	609.28K	9.1M	-132.59K	-17.87%
Sep 30, 2025	NORTH GROUND CAPITAL	0.22%	615K	9.18M	599K	+3,743.75%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.46%	1.29M	26.73M	-91.96K	-6.66%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	500.74K	10.39M	232.85K	+86.92%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.18%	499.86K	10.72M	0	0
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.16%	444.06K	9.21M	70.45K	+18.86%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	402.27K	8.35M	12.59K	+3.23%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	741.87K	15.39M	53.31K	+7.74%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.13%	352.14K	7.31M	2.51K	+0.72%
Jun 30, 2025	HRT FINANCIAL LP	0.12%	329.18K	6.83M	310.77K	+1,687.67%
Jun 30, 2025	DENALI ADVISORS LLC	0.11%	308.05K	6.39M	-7.76K	-2.46%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.1%	292.25K	6.06M	33.34K	+12.88%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	286.81K	5.95M	-1.29K	-0.45%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	283.85K	5.89B	42.27K	+17.50%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	278.2K	5.78M	9.83K	+3.66%
Jun 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.1%	278.17K	5.77M	4.5K	+1.64%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.1%	268.13K	5.56M	4.46K	+1.69%
Jun 30, 2025	CAMPBELL CAPITAL MANAGEMENT INC	0.09%	265.85K	5.52M	265.85K	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0.09%	253.97K	5.27M	253.97K	+100.00%
Jun 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.09%	248.01K	5.15M	-45.95K	-15.63%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.09%	247.82K	5.14M	68.79K	+38.43%
Jun 30, 2025	ARES MANAGEMENT LLC	0.46%	1.29M	26.67M	-27.34K	-2.08%
Jun 30, 2025	STRONG TOWER ADVISORY SERVICES	0.39%	1.1M	22.91M	-21.72K	-1.93%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	998.58K	20.72M	29.44K	+3.04%
Jun 30, 2025	MUZINICH & CO., INC.	0.29%	807.76K	16.76M	167.76K	+26.21%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	723.67K	15.02M	91.64K	+14.50%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.16%	457.06K	9.48M	17K	+3.86%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.16%	440K	9.13M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	1.14M	23.62M	67.79K	+6.33%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	392.53K	8.14M	-8.57K	-2.14%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.13%	364.95K	7.57M	32.41K	+9.75%
Jun 30, 2025	SENTINUS, LLC	0.15%	414.62K	8.6M	30.94K	+8.06%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.15%	433.2K	8.99M	4.6K	+1.07%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.16%	438.74K	9.1M	29.58K	+7.23%
Jun 30, 2025	CURA WEALTH ADVISORS, LLC	0.64%	1.79M	37.19M	7.51K	+0.42%
Jun 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.89%	2.49M	51.57M	442.37K	+21.65%
Jun 30, 2025	MARINER, LLC	0.2%	568.47K	11.8M	-7.86K	-1.36%
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.23%	653.85K	13.7M	-6.77K	-1.02%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.27%	768.66K	15.95M	514.14K	+202.01%
Jun 30, 2025	CCLA INVESTMENT MANAGEMENT	0.58%	1.61M	33.46M	1.61M	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	363.15K	7.54M	34.99K	+10.66%
Jun 30, 2025	BLACKROCK, INC.	0.59%	1.65M	34.33M	416.44K	+33.63%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.74%	2.08M	43.14M	146.54K	+7.58%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.77%	2.15M	44.55M	66.94K	+3.22%
Jun 30, 2025		0.64%	1.79M	37.19M	7.51K	+0.42%
Jun 30, 2025	UBS GROUP AG	1.05%	2.94M	61.1M	748.79K	+34.10%
Jun 30, 2025	LPL FINANCIAL LLC	1.37%	3.84M	79.78M	162.7K	+4.42%
Jun 30, 2025	NAVITER WEALTH, LLC	0.09%	245.59K	5.25M	13.24K	+5.70%
Jun 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.47%	1.32M	27.33M	-88.94K	-6.33%
Jun 30, 2025	MORGAN STANLEY	1.28%	3.58M	74.31M	-54.95K	-1.51%
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.08%	236.1K	4.9M	0	0
Jun 30, 2025	VISTA FINANCE, LLC	0.08%	224.58K	4.66M	40.37K	+21.91%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.07%	206.17K	4.28M	-656	-0.32%
Jun 30, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	0.35%	980.59K	20.35M	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	1.23M	25.58M	149.9K	+13.85%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.54%	4.31M	89.51M	28.62K	+0.67%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.09%	240.79K	5M	-3.29K	-1.35%
Jun 30, 2025	ICON WEALTH ADVISORS, LLC	0.09%	244.17K	5.07M	2.73K	+1.13%
Jun 30, 2025	SIGMA PLANNING CORP	0.06%	180.38K	3.74M	56.47K	+45.57%
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.07%	182.94K	3.24M	153.67K	+524.94%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	184.55K	3.83M	5.93K	+3.32%
Jun 30, 2025	PARKWOOD LLC	0.07%	187.5K	3.89M	0	0
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.07%	188.2K	3.91M	0	0
Jun 30, 2025	TRUVESTMENTS CAPITAL LLC	0.07%	195.5K	4.06M	-183	-0.09%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.07%	197.75K	4.1M	11.95K	+6.43%
Jun 30, 2025	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.07%	199.19K	4.13M	24.76K	+14.19%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.62%	1.74M	36.03M	-44.74K	-2.51%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	1.16%	3.24M	67.16M	226.58K	+7.53%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.08%	236.85K	4.91M	18.13K	+8.29%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.13%	363.29K	7.54M	96.12K	+35.98%
Jun 30, 2025	MGO ONE SEVEN LLC	0.18%	502.82K	10.43M	19.34K	+4.00%
Jun 30, 2025	M&G PLC	0.19%	535K	11.24M	-125K	-18.94%
Jun 30, 2025	ROYAL BANK OF CANADA	0.19%	537.99K	11.16M	34.38K	+6.83%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.19%	539.02K	11.18M	86.46K	+19.10%
Jun 30, 2025	FOUNTAINHEAD AM, LLC	0.35%	983.58K	20.41M	85.53K	+9.52%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.4%	1.12M	23.17M	-375.08K	-25.15%
Jun 30, 2025	INVESCO LTD.	0.24%	659.13K	13.68M	-34.03K	-4.91%
Jun 30, 2025	MAIA WEALTH LLC	0.23%	652.3K	13.54M	-2.51K	-0.38%
Jun 30, 2025	GP BRINSON INVESTMENTS LLC	0.2%	568.42K	11.79M	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.2%	559.35K	11.61M	205.82K	+58.22%
Mar 31, 2025	FOUNTAINHEAD AM, LLC	0.32%	898.06K	18.81M	10.57K	+1.19%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.53%	1.49M	31.25M	61.6K	+4.31%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	969.14K	20.3M	44.09K	+4.77%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.13%	353.52K	7.41M	11.39K	+3.33%
Mar 31, 2025	MUZINICH & CO., INC.	0.23%	640K	13.41M	79.02K	+14.09%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	632.03K	13.24M	78.78K	+14.24%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.12%	349.63K	7.32M	11.88K	+3.52%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	1.07%	3.01M	63.06M	-3.41M	-53.12%
Mar 31, 2025	UBS GROUP AG	0.78%	2.2M	46M	-25.85K	-1.16%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	1.38M	28.91M	-38.01K	-2.68%
Mar 31, 2025	ARES MANAGEMENT LLC	0.47%	1.31M	27.5M	-290.85K	-18.14%
Mar 31, 2025	BLACKROCK, INC.	0.44%	1.24M	25.94M	43.88K	+3.67%
Mar 31, 2025	STRONG TOWER ADVISORY SERVICES	0.4%	1.13M	20.76M	55.05K	+5.14%
Mar 31, 2025	MARINER, LLC	0.21%	576.33K	12.07M	28.34K	+5.17%
Mar 31, 2025	GP BRINSON INVESTMENTS LLC	0.2%	568.42K	11.91M	34.7K	+6.50%
Mar 31, 2025	ROYAL BANK OF CANADA	0.18%	503.61K	10.55M	-1.41K	-0.28%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.15%	409.16K	8.57M	6.42K	+1.59%
Mar 31, 2025	CITADEL ADVISORS LLC	0.14%	403.18K	8.45M	403.18K	+100.00%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.28%	788.03K	16.83M	563.43K	+250.87%
Mar 31, 2025	INVESCO LTD.	0.25%	693.16K	14.52M	-39.3K	-5.37%
Mar 31, 2025	MAIA WEALTH LLC	0.23%	654.81K	12.37M	16.7K	+2.62%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.18%	499.86K	10.82M	499.86K	+100.00%
Mar 31, 2025	MGO ONE SEVEN LLC	0.17%	483.48K	10.13M	27.75K	+6.09%
Mar 31, 2025	JANE STREET GROUP, LLC	0.17%	463K	9.7M	379.7K	+455.82%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.16%	452.57K	9.48M	45.06K	+11.06%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.16%	440.06K	9.22M	48.42K	+12.36%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.14%	398.17K	8.34M	398.17K	+100.00%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.14%	389.68K	8.16M	183.75K	+89.23%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	387.37K	8.12M	387.37K	+100.00%
Mar 31, 2025	SENTINUS, LLC	0.14%	383.68K	8.04M	15.82K	+4.30%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.15%	428.59K	8.98M	48.76K	+12.84%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	328.15K	6.87M	43K	+15.08%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.53%	4.29M	89.78M	-88.05K	-2.01%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	1.93M	40.48M	-13.1K	-0.67%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.64%	1.78M	37.32M	-110.68K	-5.85%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	688.56K	14.43M	-196.22K	-22.18%
Mar 31, 2025	SHUFRO ROSE & CO LLC	0.24%	660.61K	13.84M	-588.89K	-47.13%
Mar 31, 2025	M&G PLC	0.24%	660K	13.86M	30K	+4.76%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.16%	440K	9.22M	440K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	1.31%	3.68M	77.14M	98.65K	+2.75%
Mar 31, 2025	MORGAN STANLEY	1.3%	3.64M	76.18M	-75.56K	-2.04%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.74%	2.08M	43.56M	-17.5K	-0.83%
Mar 31, 2025		0.64%	1.78M	37.39M	19.37K	+1.10%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.39%	1.08M	22.68M	-154.65K	-12.50%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	1.07M	22.42M	-12.02K	-1.11%
Mar 31, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	0.35%	980.59K	20.54M	0	0
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	401.09K	8.4M	-165	-0.04%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.12%	332.54K	6.97M	18.96K	+6.05%
Mar 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.5%	1.41M	29.45M	31.04K	+2.26%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.13%	373.6K	7.83M	-564	-0.15%
Mar 31, 2024	UBS GROUP AG	0.34%	951.43K	18.14M	119.66K	+14.39%
Mar 31, 2024	ROYAL BANK OF CANADA	0.18%	496.42K	9.47M	56.29K	+12.79%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.32%	886.81K	16.91M	697.45K	+368.33%
Mar 31, 2024	INVESCO LTD.	0.32%	889.27K	16.96M	153.69K	+20.89%
Mar 31, 2024	STRONG TOWER ADVISORY SERVICES	0.32%	907.3K	17.2M	10.85K	+1.21%
Mar 31, 2024	MUZINICH & CO., INC.	0.17%	489.73K	9.78M	0	0
Mar 31, 2024	BLACKROCK INC.	0.34%	953.98K	18.19M	39.1K	+4.27%
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.35%	969.59K	18.49M	263.55K	+37.33%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.42%	1.17M	22.32M	-51.27K	-4.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.43%	1.19M	22.73M	120.97K	+11.29%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.44%	1.22M	23.41M	211.96K	+21.05%
Mar 31, 2024	CALLODINE CAPITAL MANAGEMENT, LP	0.14%	400K	7.63M	-100K	-20.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.15%	409.75K	7.81M	-8.06K	-1.93%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.44%	1.22M	23.28M	70.16K	+6.10%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.51%	1.44M	27.47M	236.98K	+19.69%
Mar 31, 2024	ARES MANAGEMENT LLC	0.54%	1.52M	28.91M	648.61K	+74.76%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.6%	1.68M	32.01M	-163.84K	-8.89%
Mar 31, 2024	RIVER ROAD ASSET MANAGEMENT, LLC	0.61%	1.7M	32.36M	-135.11K	-7.38%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.7%	1.97M	37.5M	60.7K	+3.19%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	2.14M	40.88M	34.42K	+1.63%
Mar 31, 2024	MORGAN STANLEY	1.27%	3.56M	67.93M	161K	+4.73%
Mar 31, 2024	KOHLBERG KRAVIS ROBERTS & CO. L.P.	1.69%	4.74M	90.39M	-7.56M	-61.45%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.12%	339.79K	6.48M	-8.18K	-2.35%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.13%	372.32K	7.1M	133.49K	+55.89%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.14%	382.76K	7.3M	-6.53K	-1.68%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.14%	384.65K	7.34M	7.72K	+2.05%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.88%	2.48M	47.2M	69.97K	+2.91%
Mar 31, 2024	LPL FINANCIAL LLC	1.17%	3.29M	62.8M	179.93K	+5.78%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.55%	4.33M	82.61M	4.33M	+100.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	2.36%	6.6M	125.94M	1.4M	+26.88%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.09%	245.51K	4.69M	-4.38K	-1.75%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.09%	247.87K	4.73M	27.96K	+12.72%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	253.3K	4.83M	253.3K	+100.00%
Mar 31, 2024	UNITED ADVISOR GROUP, LLC	0.09%	255.69K	4.88M	110.03K	+75.54%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.09%	258.85K	4.94M	24.73K	+10.56%
Mar 31, 2024	CREDIT SUISSE AG/	0.1%	267.81K	5.11M	23.06K	+9.42%
Mar 31, 2024	ELLIS INVESTMENT PARTNERS, LLC	0.1%	270.13K	5.15M	14.69K	+5.75%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.1%	277.49K	5.29M	277.49K	+100.00%
Mar 31, 2024	INDEPENDENT ADVISOR ALLIANCE	0.1%	291.9K	5.57M	30.18K	+11.53%
Mar 31, 2024	PARTNERS GROUP HOLDING AG	0.1%	292.26K	5.57M	23.06K	+8.57%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.12%	324.57K	6.19M	648	+0.20%
Mar 31, 2024	BULLDOG INVESTORS, LLP	0.12%	325.25K	6.2M	76.6K	+30.81%
Mar 31, 2024	WEALTHPLAN PARTNERS, LLC	0.12%	331.05K	6.31M	10.47K	+3.27%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.12%	337.53K	6.44M	24.19K	+7.72%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.12%	337.64K	6.44M	-19.23K	-5.39%
Mar 31, 2024	SFMG, LLC	0.14%	382.18K	7.29M	47.35K	+14.14%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.15%	425.61K	8.46M	56.77K	+15.39%
Mar 31, 2024	CETERA ADVISORS LLC	0.15%	431.63K	8.23M	121.75K	+39.29%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.17%	479.9K	9.15M	-297.69K	-38.28%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.17%	486.45K	9.28M	-153	-0.03%
Mar 31, 2024	MGO ONE SEVEN LLC	0.18%	498.52K	9.51M	-102.32K	-17.03%
Mar 31, 2024	EDGE CAPITAL GROUP, LLC	0.18%	499.86K	9.53M	0	0
Mar 31, 2024	GP BRINSON INVESTMENTS LLC	0.19%	533.72K	10.18M	16.02K	+3.09%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.19%	542.63K	10.35M	2.41K	+0.45%
Mar 31, 2024	MARINER, LLC	0.2%	549.46K	10.48M	4.2K	+0.77%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.22%	610.14K	11.64M	513.24K	+529.65%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	652.54K	12.44M	94.26K	+16.88%
Mar 31, 2024	FOUNTAINHEAD AM, LLC	0.25%	689.9K	13.16M	55.9K	+8.82%
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.25%	707.23K	13.49M	9.14K	+1.31%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	0.27%	750K	14.3M	0	0
Dec 31, 2023	SHUFRO ROSE & CO LLC	0.41%	1.15M	22.65M	-6.21K	-0.54%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.43%	1.2M	24.04M	174.96K	+17.01%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.44%	1.22M	24.32M	89.31K	+7.89%
Dec 31, 2023	RIVER ROAD ASSET MANAGEMENT, LLC	0.65%	1.83M	36.59M	-23.42K	-1.26%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.66%	1.84M	36.79M	-678.63K	-26.92%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.68%	1.91M	38.06M	67.9K	+3.69%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	2.11M	42.12M	-11.64K	-0.55%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.86%	2.41M	48.03M	95.47K	+4.13%
Dec 31, 2023	LPL FINANCIAL LLC	1.11%	3.11M	62.17M	116.09K	+3.87%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.28%	777.59K	15.53M	-91.29K	-10.51%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.28%	781.65K	15.61M	159.19K	+25.57%
Dec 31, 2023	UBS GROUP AG	0.3%	831.77K	16.61M	90.23K	+12.17%
Dec 31, 2023	MORGAN STANLEY	1.21%	3.4M	67.92M	335.95K	+10.96%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.86%	5.2M	103.94M	494.18K	+10.49%
Dec 31, 2023	ARES MANAGEMENT LLC	0.31%	867.61K	17.33M	116K	+15.43%
Dec 31, 2023	STRONG TOWER ADVISORY SERVICES	0.32%	896.46K	17.9M	14.74K	+1.67%
Dec 31, 2023	BLACKROCK INC.	0.33%	914.88K	18.27M	10.44K	+1.15%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.35%	978.12K	20.21M	83.29K	+9.31%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.36%	1.01M	20.11M	30.12K	+3.08%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.38%	1.07M	21.39M	-16.27K	-1.50%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.4%	1.13M	22.53M	466.57K	+70.51%
Dec 31, 2023	KOHLBERG KRAVIS ROBERTS & CO. L.P.	4.39%	12.3M	245.56M	-4.72M	-27.75%
Dec 31, 2023	SFMG, LLC	0.12%	334.84K	6.69M	4.47K	+1.35%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.12%	347.97K	6.95M	339.75K	+4,130.65%
Dec 31, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.13%	356.87K	7.13M	-2.49K	-0.69%
Dec 31, 2023		0.13%	368.84K	7.37M	368.84K	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.13%	374.62K	7.48M	913	+0.24%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.13%	376.93K	7.53M	-24.95K	-6.21%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.14%	389.29K	7.77M	-12.26K	-3.05%
Dec 31, 2023	PINNACLE WEALTH PLANNING SERVICES, INC.	0.14%	402.02K	8.03M	0	0
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	417.37K	8.33M	288.92K	+224.93%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.15%	417.81K	8.34M	-36.44K	-8.02%
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	440.13K	8.79M	36.7K	+9.10%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.17%	486.6K	9.72M	-5K	-1.02%
Dec 31, 2023	MUZINICH & CO., INC.	0.17%	489.73K	9.78M	-1.88K	-0.38%
Dec 31, 2023	EDGE CAPITAL GROUP, LLC	0.18%	499.86K	9.98M	499.86K	+100.00%
Dec 31, 2023	CALLODINE CAPITAL MANAGEMENT, LP	0.18%	500K	9.99M	15K	+3.09%
Dec 31, 2023	GP BRINSON INVESTMENTS LLC	0.18%	517.71K	10.34M	227.57K	+78.44%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.19%	540.22K	10.79M	48.55K	+9.87%
Dec 31, 2023	MARINER, LLC	0.19%	545.26K	10.89M	11.87K	+2.23%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	558.28K	11.15M	81.06K	+16.99%
Dec 31, 2023	MGO ONE SEVEN LLC	0.21%	600.83K	12M	573.09K	+2,065.40%
Dec 31, 2023	FOUNTAINHEAD AM, LLC	0.23%	634K	12.66M	48.17K	+8.22%
Dec 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.25%	698.09K	13.94M	11.94K	+1.74%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.25%	700.11K	13.98M	214.55K	+44.19%
Dec 31, 2023	TRANSCEND CAPITAL ADVISORS, LLC	0.25%	706.04K	14.1M	237.17K	+50.58%
Dec 31, 2023	INVESCO LTD.	0.26%	735.58K	14.69M	-56.51K	-7.13%
Dec 31, 2023	PARALLAX VOLATILITY ADVISERS, L.P.	0.27%	750K	14.98M	750K	+100.00%

Insiders

Among the FSK insiders holding of 0.18% of the stake in company, HAGAN MICHAEL J, director, holds the largest shares of 112.1K. PIETRZAK DANIEL, President and CIO, is the second largest FSK insider with ownership of 59.8K shares. LILLY STEVEN C, Chief Financial Officer, stands third with possession of 50.45K shares of that stake.

Insiders	Designation	Shares Held
HAGAN MICHAEL J	director	112.1K
PIETRZAK DANIEL	President and CIO	59.8K
LILLY STEVEN C	Chief Financial Officer	50.45K
GOLDSTEIN RICHARD I	director	31.56K
ADAMS BARBARA	director	29.45K
FORMAN MICHAEL C.	Chief Executive Officer	24.22K
KROPP JAMES H		19.33K
GERSON BRIAN	Co-President	15.11K
BUILIONE TODD C.	director	13.13K
FORD BRIAN R.		10.78K
HOPKINS JEREL A	director	10.15K
SYPHERD STEPHEN	VP & Secretary	9.62K
SANDLER ELIZABETH	director	7.7K
IMASOGIE OSAGIE O	director	7.6K
GOEBEL WILLIAM BALKE	Chief Accounting Officer	4.46K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 05, 2025	HOPKINS JEREL A	PURCHASE	15.49	450	6.97K	10.15K
Nov 11, 2025	FORMAN MICHAEL C.	PURCHASE	15.50	10K	155K	24.22K
Nov 07, 2025	PIETRZAK DANIEL	PURCHASE	15.15	10K	151.5K	59.8K
Sep 03, 2025	HOPKINS JEREL A	PURCHASE	18.13	330	5.98K	9.69K
Aug 15, 2025	ADAMS BARBARA	PURCHASE	17.52	3.75K	65.68K	29.45K
May 29, 2025	HOPKINS JEREL A	PURCHASE	21.23	700	14.86K	9.35K
Jan 01, 2025	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	355
Dec 06, 2024	HOPKINS JEREL A	PURCHASE	21.46	500	10.73K	8.64K
Dec 05, 2024	PIETRZAK DANIEL	PURCHASE	21.31	5K	106.55K	49.8K
Dec 04, 2024	SANDLER ELIZABETH	PURCHASE	21.23	1K	21.23K	7.7K
Dec 03, 2024	GERSON BRIAN	PURCHASE	22.08	5K	110.4K	15.11K
Nov 25, 2024	IMASOGIE OSAGIE O	SALE	22.01	40.89K	900.03K	7.6K
Aug 15, 2024	FORMAN MICHAEL C.	SALE	19.56	180.7K	3.53M	0
Aug 08, 2024	PIETRZAK DANIEL	PURCHASE	19.21	5K	96.04K	44.8K
Jun 10, 2024	HOPKINS JEREL A	PURCHASE	20.70	470	9.73K	8.13K
May 15, 2024	ADAMS BARBARA	PURCHASE	20.10	3.38K	67.96K	22.08K
May 14, 2024	SANDLER ELIZABETH	PURCHASE	20.07	1K	20.07K	6.7K
Feb 29, 2024	SANDLER ELIZABETH	PURCHASE	18.80	1K	18.8K	5.7K
Feb 28, 2024	PIETRZAK DANIEL	PURCHASE	18.76	2.7K	50.65K	17.7K
Jan 01, 2024	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	21.66K
Dec 08, 2023	HOPKINS JEREL A	PURCHASE	20.09	500	10.05K	7.65K
Sep 01, 2023	SANDLER ELIZABETH	PURCHASE	20.61	1K	20.61K	4.7K
Aug 30, 2023	GERSON BRIAN	PURCHASE	20.54	1K	20.54K	2.55K
Aug 29, 2023	GERSON BRIAN	PURCHASE	20.36	2K	40.72K	10.11K
Aug 25, 2023	HOPKINS JEREL A	PURCHASE	19.99	750	14.99K	7.14K
Aug 11, 2023	PIETRZAK DANIEL	PURCHASE	20.12	5K	100.6K	32.5K
Jun 02, 2023	SANDLER ELIZABETH	PURCHASE	19.63	1.2K	23.56K	5.84K
May 11, 2023	ADAMS BARBARA	PURCHASE	19.08	3.57K	68.16K	16.39K
Mar 15, 2023	HOPKINS JEREL A	PURCHASE	17.45	556	9.7K	6.38K
Mar 10, 2023	GOLDSTEIN RICHARD I	PURCHASE	18.65	1.09K	20.24K	31.56K
Mar 09, 2023	SANDLER ELIZABETH	PURCHASE	19.64	2.5K	49.1K	4.64K
Mar 07, 2023	GERSON BRIAN	PURCHASE	19.69	3K	59.07K	17.1K
Mar 02, 2023	PIETRZAK DANIEL	PURCHASE	19.66	5K	98.3K	15K
Jan 01, 2023	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	26.89K
Nov 09, 2022	GOLDSTEIN RICHARD I	PURCHASE	18.91	1.18K	22.21K	30.48K
Nov 09, 2022	PIETRZAK DANIEL	PURCHASE	18.76	6K	112.56K	27.5K
Sep 09, 2022	HOPKINS JEREL A	PURCHASE	21.38	450	9.62K	6.02K
Aug 22, 2022	KROPP JAMES H	PURCHASE	21.54	1K	21.54K	19.33K
Aug 10, 2022	FORD BRIAN R.	PURCHASE	22.43	500	11.22K	10.78K
Jun 09, 2022	GERSON BRIAN	PURCHASE	21.23	4K	84.92K	15.64K
Jun 09, 2022	HOPKINS JEREL A	PURCHASE	21.20	550	11.66K	5.45K
May 27, 2022	GERSON BRIAN	PURCHASE	21.74	2K	43.48K	11.64K
May 24, 2022	FORMAN MICHAEL C.	PURCHASE	20.41	5.49K	112.02K	5.49K
May 18, 2022	GOLDSTEIN RICHARD I	PURCHASE	21.80	800	17.44K	29.3K
May 17, 2022	KROPP JAMES H	PURCHASE	21.92	1K	21.92K	17.74K
May 11, 2022	PIETRZAK DANIEL	PURCHASE	21.61	5K	108.04K	21.5K
May 11, 2022	GOLDSTEIN RICHARD I	PURCHASE	21.70	2K	43.4K	28.5K
May 11, 2022	ADAMS BARBARA	PURCHASE	19.08	3.57K	68.16K	16.39K
Mar 16, 2022	HOPKINS JEREL A	PURCHASE	21.82	450	9.82K	4.9K
Mar 14, 2022	GERSON BRIAN	PURCHASE	22.60	4.64K	104.89K	9.64K
Mar 08, 2022	ADAMS BARBARA	PURCHASE	22.54	2.39K	53.76K	10.61K
Mar 08, 2022	KROPP JAMES H	PURCHASE	22.70	1K	22.7K	16.29K
Mar 07, 2022	PIETRZAK DANIEL	PURCHASE	22.85	4K	91.42K	16.5K
Mar 02, 2022	FORD BRIAN R.	PURCHASE	23.12	2.5K	57.8K	10.28K
Jan 01, 2022	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	32.39K
Dec 09, 2021	HOPKINS JEREL A	PURCHASE	21.61	450	9.72K	4.45K
Dec 01, 2021	GOLDSTEIN RICHARD I	PURCHASE	21.35	1.5K	32.03K	26.5K
Nov 23, 2021	BUILIONE TODD C.	PURCHASE	21.30	5K	106.5K	13.13K
Nov 18, 2021	PIETRZAK DANIEL	PURCHASE	21.44	5K	107.2K	12.5K
Nov 16, 2021	KROPP JAMES H	PURCHASE	21.44	1K	21.44K	14.87K
Nov 10, 2021	GOLDSTEIN RICHARD I	PURCHASE	21.81	1K	21.81K	25K
Sep 01, 2021	HOPKINS JEREL A	PURCHASE	23.15	840	19.44K	4K
Aug 31, 2021	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	41.29K
Aug 30, 2021	SANDLER ELIZABETH	PURCHASE	22.98	500	11.49K	2.14K
Aug 27, 2021	SANDLER ELIZABETH	PURCHASE	23.09	250	5.77K	1.64K
Aug 26, 2021	SANDLER ELIZABETH	PURCHASE	22.84	500	11.42K	1.39K
Aug 26, 2021	GERSON BRIAN	PURCHASE	22.95	5K	114.77K	5K
Aug 18, 2021	GOEBEL WILLIAM BALKE	PURCHASE	22.92	1.1K	25.21K	4.46K
Aug 18, 2021	KROPP JAMES H	PURCHASE	22.78	1K	22.78K	13.48K
Aug 17, 2021	FORMAN MICHAEL C.	PURCHASE	22.98	10K	229.83K	13.12K
Aug 17, 2021	GOLDSTEIN RICHARD I	PURCHASE	22.98	1.24K	28.42K	24K
Aug 16, 2021	SYPHERD STEPHEN	PURCHASE	22.99	2.5K	57.48K	9.62K
Aug 13, 2021	BUILIONE TODD C.	PURCHASE	23.11	5K	115.55K	8.13K
Aug 12, 2021	PIETRZAK DANIEL	PURCHASE	22.73	5K	113.65K	7.5K
Aug 12, 2021	FORD BRIAN R.	PURCHASE	22.72	1.73K	39.33K	7.78K
Aug 11, 2021	IMASOGIE OSAGIE O	PURCHASE	22.74	39.83K	905.46K	48.49K
Aug 11, 2021	GOLDSTEIN RICHARD I	PURCHASE	22.64	1K	22.64K	22.76K
Aug 11, 2021	ADAMS BARBARA	PURCHASE	22.74	170	3.87K	1.94K
Jun 10, 2021	LILLY STEVEN C	PURCHASE	0.00	50.45K	-	50.45K
Dec 01, 2020	ADAMS BARBARA	PURCHASE	18.07	2.1K	37.94K	3.1K
Nov 30, 2020	FORD BRIAN R.	PURCHASE	18.32	1K	18.32K	14.5K
Jun 02, 2020	GERSON BRIAN	SALE	3.73	50K	186.62K	0
Jun 01, 2020	GERSON BRIAN	SALE	3.75	50K	187.69K	50K
Jun 01, 2020	PIETRZAK DANIEL	SALE	3.75	29.65K	111.15K	10K
Jun 01, 2020	BUILIONE TODD C.	SALE	3.74	12.5K	46.77K	12.5K
May 29, 2020	PIETRZAK DANIEL	SALE	3.70	65.68K	243.14K	39.65K
May 29, 2020	BUILIONE TODD C.	SALE	3.73	35.33K	131.79K	25K
May 29, 2020	FORMAN MICHAEL C.	SALE	3.64	445.36K	1.62M	0
May 14, 2020	GOLDSTEIN RICHARD I	PURCHASE	3.15	5K	15.75K	57.1K
May 12, 2020	GOLDSTEIN RICHARD I	PURCHASE	3.29	5K	16.43K	52.1K
May 08, 2020	FORD BRIAN R.	PURCHASE	3.25	4K	13K	13.5K
Mar 16, 2020	PIETRZAK DANIEL	PURCHASE	3.28	10K	32.75K	115.33K
Mar 16, 2020	GERSON BRIAN	PURCHASE	3.44	10K	34.4K	100K
Mar 09, 2020	BUILIONE TODD C.	PURCHASE	4.67	25K	116.75K	60.33K
Mar 09, 2020	PIETRZAK DANIEL	PURCHASE	4.20	10K	42K	105.33K
Mar 09, 2020	GERSON BRIAN	PURCHASE	4.34	10K	43.45K	90K
Mar 04, 2020	SANDLER ELIZABETH	PURCHASE	5.63	3.56K	20.04K	3.56K
Mar 04, 2020	IMASOGIE OSAGIE O	PURCHASE	5.59	18.08K	101.07K	34.66K
Mar 02, 2020	GERSON BRIAN	PURCHASE	5.52	10K	55.2K	80K
Mar 02, 2020	PIETRZAK DANIEL	PURCHASE	5.51	10K	55.13K	30K
Mar 02, 2020	GOLDSTEIN RICHARD I	PURCHASE	5.45	5K	27.25K	47.1K
Feb 27, 2020	KROPP JAMES H	PURCHASE	5.75	10K	57.5K	24.97K
Nov 22, 2019	ADAMS BARBARA	PURCHASE	6.09	4K	24.35K	4K
Nov 20, 2019	IMASOGIE OSAGIE O	PURCHASE	6.04	16.58K	100.11K	16.58K
Nov 20, 2019	GERSON BRIAN	PURCHASE	6.01	10K	60.1K	70K
Nov 19, 2019	FORD BRIAN R.	PURCHASE	5.99	7K	41.93K	9.5K
Nov 18, 2019	PIETRZAK DANIEL	PURCHASE	5.93	8.34K	49.44K	20K
Nov 15, 2019	PIETRZAK DANIEL	PURCHASE	5.90	1.66K	9.79K	11.66K
Nov 12, 2019	GOLDSTEIN RICHARD I	PURCHASE	5.96	5K	29.8K	42.1K
Sep 09, 2019	HAGAN MICHAEL J	PURCHASE	5.95	42.1K	250.49K	112.1K
Aug 14, 2019	PIETRZAK DANIEL	PURCHASE	5.65	10K	56.5K	10K
Aug 12, 2019	GOLDSTEIN RICHARD I	PURCHASE	5.75	5K	28.78K	37.1K
Jun 07, 2019	GOLDSTEIN RICHARD I	PURCHASE	6.00	3.3K	19.8K	32.1K
Jun 07, 2019	FORD BRIAN R.	PURCHASE	6.00	2.5K	15K	2.5K
Jun 05, 2019	PIETRZAK DANIEL	PURCHASE	5.94	10K	59.4K	95.33K
Jun 05, 2019	SYPHERD STEPHEN	PURCHASE	5.95	16.81K	100K	16.99K
Jun 05, 2019	GOLDSTEIN RICHARD I	PURCHASE	5.99	5K	29.94K	28.8K
Mar 25, 2019	FORMAN MICHAEL C.	PURCHASE	6.07	12.11K	73.48K	400.9K
Mar 22, 2019	FORMAN MICHAEL C.	PURCHASE	6.06	24.6K	149.03K	388.79K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE24.53K5

SALES00

NET SHARES24.53K5

SHARES HELD133.31K5

% NET SHARES-81.6%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

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

0.18% Percentage of Shares held by All Insiders

31.54% Percentage of Shares held by All Institutions

31.6% Percentage of Float held by Institutions

585

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	CURA WEALTH ADVISORS, LLC	0.89%	2.5M	37.26M	703.58K	+39.26%
Sep 30, 2025	MORGAN STANLEY	1.16%	3.25M	48.51M	-331.92K	-9.27%
Sep 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.35%	983.55K	14.68M	-333.4K	-25.32%
Sep 30, 2025	INVESCO LTD.	0.36%	1M	14.94M	341.86K	+51.87%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.37%	1.03M	15.41M	-200.4K	-16.26%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	1.13M	19.71M	-4.55K	-0.40%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.52%	1.47M	21.92M	1.47M	+100.00%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.58%	1.62M	24.16M	-118.18K	-6.81%
Sep 30, 2025	CCLA INVESTMENT MANAGEMENT	0.61%	1.7M	25.44M	90.17K	+5.59%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	1.86M	27.76M	-219.51K	-10.56%
Sep 30, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	0.35%	980.59K	14.64M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	211.68K	3.16M	-21.6K	-9.26%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	1.42%	3.99M	59.57M	752.96K	+23.26%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.29%	815.17K	12.17M	91.5K	+12.64%
Sep 30, 2025	FOUNTAINHEAD AM, LLC	0.26%	716.16K	10.69M	-267.42K	-27.19%
Sep 30, 2025	WATERLOO CAPITAL, L.P.	0.08%	216.13K	3.23M	17.55K	+8.83%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.08%	219.78K	3.28M	13.6K	+6.60%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.08%	228.38K	3.41M	0	0
Sep 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.08%	228.98K	3.42M	98.48K	+75.46%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	231.82K	3.46M	13.23K	+6.05%
Sep 30, 2025	SAGE ADVISORS, LLC	0.08%	234.84K	3.51M	-9.65K	-3.95%
Sep 30, 2025	FIRST NATIONAL TRUST CO	0.08%	236.1K	3.52M	0	0
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.09%	248.1K	3.7M	11.26K	+4.75%
Sep 30, 2025	VISTA FINANCE, LLC	0.09%	249.02K	3.72M	24.44K	+10.88%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	386.17K	5.77M	-6.36K	-1.62%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	395.34K	5.9M	-6.93K	-1.72%
Sep 30, 2025	OMERS ADMINISTRATION CORP	0.14%	404.42K	6.04M	404.42K	+100.00%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.26%	723.51K	10.8M	708.93K	+4,863.01%
Sep 30, 2025	MUZINICH & CO., INC.	0.32%	894.44K	13.35M	86.68K	+10.73%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.23%	654.32K	9.77M	115.3K	+21.39%
Sep 30, 2025	DENALI ADVISORS LLC	0.09%	251.49K	3.75M	-56.56K	-18.36%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.1%	266.92K	3.99M	30.07K	+12.69%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	267K	3.99M	19.18K	+7.74%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	271.86K	4.06M	-11.99K	-4.22%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.1%	279.74K	4.18M	11.61K	+4.33%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.1%	287.07K	4.29M	118.66K	+70.46%
Sep 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.11%	298.83K	4.46M	20.66K	+7.43%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.12%	347.92K	5.34M	178.71K	+105.62%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.14%	385.31K	5.75M	20.36K	+5.58%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.22%	628.52K	13.17M	-25.32K	-3.87%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.15%	410.02K	6.12M	-90.71K	-18.12%
Sep 30, 2025	SENTINUS, LLC	0.15%	417.77K	6.24M	3.15K	+0.76%
Sep 30, 2025	ARES MANAGEMENT LLC	0.46%	1.28M	19.12M	-5.01K	-0.39%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.71%	1.99M	29.75M	-155.8K	-7.26%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.15%	423.12K	6.32M	423.12K	+100.00%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.16%	440K	6.57M	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.16%	459.44K	6.86M	2.38K	+0.52%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.17%	463.95K	7.25M	-35.91K	-7.18%
Sep 30, 2025	MGO ONE SEVEN LLC	0.18%	494.96K	7.39M	-7.85K	-1.56%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.2%	554.7K	8.28M	378.16K	+214.21%
Sep 30, 2025	ROYAL BANK OF CANADA	0.21%	582.66K	8.7M	44.67K	+8.30%
Sep 30, 2025	MARINER, LLC	0.21%	587.26K	8.77M	18.79K	+3.31%
Sep 30, 2025	CASTLEKNIGHT MANAGEMENT LP	0.22%	620.8K	9.27M	620.8K	+100.00%
Sep 30, 2025	UBS GROUP AG	1.18%	3.3M	49.27M	355.75K	+12.08%
Sep 30, 2025	MAIA WEALTH LLC	0.25%	686.87K	10.56M	34.58K	+5.30%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	791.4K	11.82M	629K	+387.32%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	441.76K	6.6M	398.97K	+932.39%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	462.52K	6.91M	99.37K	+27.36%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.46%	4.09M	61.07M	-223.39K	-5.18%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	448.87K	6.7M	448.87K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.2%	572.64K	8.55M	533.86K	+1,376.41%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	934.58K	13.95M	-181.87K	-16.29%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	935.46K	13.96M	-353.48K	-27.42%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.47%	1.32M	19.64M	317.08K	+31.75%
Sep 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.91%	2.55M	38.02M	61.11K	+2.46%
Sep 30, 2025	LPL FINANCIAL LLC	1.4%	3.93M	58.68M	85.3K	+2.22%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.17%	469.24K	7.01M	-90.1K	-16.11%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.17%	479.97K	7.17M	46.78K	+10.80%
Sep 30, 2025	M&G PLC	0.18%	495K	7.43M	-40K	-7.48%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.18%	506.55K	7.56M	62.49K	+14.07%
Sep 30, 2025	GP BRINSON INVESTMENTS LLC	0.2%	568.42K	8.49M	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	609.28K	9.1M	-132.59K	-17.87%
Sep 30, 2025	NORTH GROUND CAPITAL	0.22%	615K	9.18M	599K	+3,743.75%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.46%	1.29M	26.73M	-91.96K	-6.66%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	500.74K	10.39M	232.85K	+86.92%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.18%	499.86K	10.72M	0	0
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.16%	444.06K	9.21M	70.45K	+18.86%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	402.27K	8.35M	12.59K	+3.23%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	741.87K	15.39M	53.31K	+7.74%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.13%	352.14K	7.31M	2.51K	+0.72%
Jun 30, 2025	HRT FINANCIAL LP	0.12%	329.18K	6.83M	310.77K	+1,687.67%
Jun 30, 2025	DENALI ADVISORS LLC	0.11%	308.05K	6.39M	-7.76K	-2.46%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.1%	292.25K	6.06M	33.34K	+12.88%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	286.81K	5.95M	-1.29K	-0.45%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	283.85K	5.89B	42.27K	+17.50%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	278.2K	5.78M	9.83K	+3.66%
Jun 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.1%	278.17K	5.77M	4.5K	+1.64%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.1%	268.13K	5.56M	4.46K	+1.69%
Jun 30, 2025	CAMPBELL CAPITAL MANAGEMENT INC	0.09%	265.85K	5.52M	265.85K	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0.09%	253.97K	5.27M	253.97K	+100.00%
Jun 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.09%	248.01K	5.15M	-45.95K	-15.63%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.09%	247.82K	5.14M	68.79K	+38.43%
Jun 30, 2025	ARES MANAGEMENT LLC	0.46%	1.29M	26.67M	-27.34K	-2.08%
Jun 30, 2025	STRONG TOWER ADVISORY SERVICES	0.39%	1.1M	22.91M	-21.72K	-1.93%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	998.58K	20.72M	29.44K	+3.04%
Jun 30, 2025	MUZINICH & CO., INC.	0.29%	807.76K	16.76M	167.76K	+26.21%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	723.67K	15.02M	91.64K	+14.50%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.16%	457.06K	9.48M	17K	+3.86%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.16%	440K	9.13M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	1.14M	23.62M	67.79K	+6.33%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	392.53K	8.14M	-8.57K	-2.14%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.13%	364.95K	7.57M	32.41K	+9.75%
Jun 30, 2025	SENTINUS, LLC	0.15%	414.62K	8.6M	30.94K	+8.06%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.15%	433.2K	8.99M	4.6K	+1.07%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.16%	438.74K	9.1M	29.58K	+7.23%
Jun 30, 2025	CURA WEALTH ADVISORS, LLC	0.64%	1.79M	37.19M	7.51K	+0.42%
Jun 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.89%	2.49M	51.57M	442.37K	+21.65%
Jun 30, 2025	MARINER, LLC	0.2%	568.47K	11.8M	-7.86K	-1.36%
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.23%	653.85K	13.7M	-6.77K	-1.02%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.27%	768.66K	15.95M	514.14K	+202.01%
Jun 30, 2025	CCLA INVESTMENT MANAGEMENT	0.58%	1.61M	33.46M	1.61M	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	363.15K	7.54M	34.99K	+10.66%
Jun 30, 2025	BLACKROCK, INC.	0.59%	1.65M	34.33M	416.44K	+33.63%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.74%	2.08M	43.14M	146.54K	+7.58%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.77%	2.15M	44.55M	66.94K	+3.22%
Jun 30, 2025		0.64%	1.79M	37.19M	7.51K	+0.42%
Jun 30, 2025	UBS GROUP AG	1.05%	2.94M	61.1M	748.79K	+34.10%
Jun 30, 2025	LPL FINANCIAL LLC	1.37%	3.84M	79.78M	162.7K	+4.42%
Jun 30, 2025	NAVITER WEALTH, LLC	0.09%	245.59K	5.25M	13.24K	+5.70%
Jun 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.47%	1.32M	27.33M	-88.94K	-6.33%
Jun 30, 2025	MORGAN STANLEY	1.28%	3.58M	74.31M	-54.95K	-1.51%
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.08%	236.1K	4.9M	0	0
Jun 30, 2025	VISTA FINANCE, LLC	0.08%	224.58K	4.66M	40.37K	+21.91%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.07%	206.17K	4.28M	-656	-0.32%
Jun 30, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	0.35%	980.59K	20.35M	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	1.23M	25.58M	149.9K	+13.85%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.54%	4.31M	89.51M	28.62K	+0.67%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.09%	240.79K	5M	-3.29K	-1.35%
Jun 30, 2025	ICON WEALTH ADVISORS, LLC	0.09%	244.17K	5.07M	2.73K	+1.13%
Jun 30, 2025	SIGMA PLANNING CORP	0.06%	180.38K	3.74M	56.47K	+45.57%
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.07%	182.94K	3.24M	153.67K	+524.94%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	184.55K	3.83M	5.93K	+3.32%
Jun 30, 2025	PARKWOOD LLC	0.07%	187.5K	3.89M	0	0
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.07%	188.2K	3.91M	0	0
Jun 30, 2025	TRUVESTMENTS CAPITAL LLC	0.07%	195.5K	4.06M	-183	-0.09%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.07%	197.75K	4.1M	11.95K	+6.43%
Jun 30, 2025	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.07%	199.19K	4.13M	24.76K	+14.19%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.62%	1.74M	36.03M	-44.74K	-2.51%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	1.16%	3.24M	67.16M	226.58K	+7.53%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.08%	236.85K	4.91M	18.13K	+8.29%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.13%	363.29K	7.54M	96.12K	+35.98%
Jun 30, 2025	MGO ONE SEVEN LLC	0.18%	502.82K	10.43M	19.34K	+4.00%
Jun 30, 2025	M&G PLC	0.19%	535K	11.24M	-125K	-18.94%
Jun 30, 2025	ROYAL BANK OF CANADA	0.19%	537.99K	11.16M	34.38K	+6.83%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.19%	539.02K	11.18M	86.46K	+19.10%
Jun 30, 2025	FOUNTAINHEAD AM, LLC	0.35%	983.58K	20.41M	85.53K	+9.52%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.4%	1.12M	23.17M	-375.08K	-25.15%
Jun 30, 2025	INVESCO LTD.	0.24%	659.13K	13.68M	-34.03K	-4.91%
Jun 30, 2025	MAIA WEALTH LLC	0.23%	652.3K	13.54M	-2.51K	-0.38%
Jun 30, 2025	GP BRINSON INVESTMENTS LLC	0.2%	568.42K	11.79M	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.2%	559.35K	11.61M	205.82K	+58.22%
Mar 31, 2025	FOUNTAINHEAD AM, LLC	0.32%	898.06K	18.81M	10.57K	+1.19%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.53%	1.49M	31.25M	61.6K	+4.31%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	969.14K	20.3M	44.09K	+4.77%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.13%	353.52K	7.41M	11.39K	+3.33%
Mar 31, 2025	MUZINICH & CO., INC.	0.23%	640K	13.41M	79.02K	+14.09%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	632.03K	13.24M	78.78K	+14.24%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.12%	349.63K	7.32M	11.88K	+3.52%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	1.07%	3.01M	63.06M	-3.41M	-53.12%
Mar 31, 2025	UBS GROUP AG	0.78%	2.2M	46M	-25.85K	-1.16%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	1.38M	28.91M	-38.01K	-2.68%
Mar 31, 2025	ARES MANAGEMENT LLC	0.47%	1.31M	27.5M	-290.85K	-18.14%
Mar 31, 2025	BLACKROCK, INC.	0.44%	1.24M	25.94M	43.88K	+3.67%
Mar 31, 2025	STRONG TOWER ADVISORY SERVICES	0.4%	1.13M	20.76M	55.05K	+5.14%
Mar 31, 2025	MARINER, LLC	0.21%	576.33K	12.07M	28.34K	+5.17%
Mar 31, 2025	GP BRINSON INVESTMENTS LLC	0.2%	568.42K	11.91M	34.7K	+6.50%
Mar 31, 2025	ROYAL BANK OF CANADA	0.18%	503.61K	10.55M	-1.41K	-0.28%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.15%	409.16K	8.57M	6.42K	+1.59%
Mar 31, 2025	CITADEL ADVISORS LLC	0.14%	403.18K	8.45M	403.18K	+100.00%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.28%	788.03K	16.83M	563.43K	+250.87%
Mar 31, 2025	INVESCO LTD.	0.25%	693.16K	14.52M	-39.3K	-5.37%
Mar 31, 2025	MAIA WEALTH LLC	0.23%	654.81K	12.37M	16.7K	+2.62%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.18%	499.86K	10.82M	499.86K	+100.00%
Mar 31, 2025	MGO ONE SEVEN LLC	0.17%	483.48K	10.13M	27.75K	+6.09%
Mar 31, 2025	JANE STREET GROUP, LLC	0.17%	463K	9.7M	379.7K	+455.82%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.16%	452.57K	9.48M	45.06K	+11.06%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.16%	440.06K	9.22M	48.42K	+12.36%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.14%	398.17K	8.34M	398.17K	+100.00%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.14%	389.68K	8.16M	183.75K	+89.23%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	387.37K	8.12M	387.37K	+100.00%
Mar 31, 2025	SENTINUS, LLC	0.14%	383.68K	8.04M	15.82K	+4.30%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.15%	428.59K	8.98M	48.76K	+12.84%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	328.15K	6.87M	43K	+15.08%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.53%	4.29M	89.78M	-88.05K	-2.01%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	1.93M	40.48M	-13.1K	-0.67%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.64%	1.78M	37.32M	-110.68K	-5.85%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	688.56K	14.43M	-196.22K	-22.18%
Mar 31, 2025	SHUFRO ROSE & CO LLC	0.24%	660.61K	13.84M	-588.89K	-47.13%
Mar 31, 2025	M&G PLC	0.24%	660K	13.86M	30K	+4.76%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.16%	440K	9.22M	440K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	1.31%	3.68M	77.14M	98.65K	+2.75%
Mar 31, 2025	MORGAN STANLEY	1.3%	3.64M	76.18M	-75.56K	-2.04%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.74%	2.08M	43.56M	-17.5K	-0.83%
Mar 31, 2025		0.64%	1.78M	37.39M	19.37K	+1.10%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.39%	1.08M	22.68M	-154.65K	-12.50%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	1.07M	22.42M	-12.02K	-1.11%
Mar 31, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	0.35%	980.59K	20.54M	0	0
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	401.09K	8.4M	-165	-0.04%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.12%	332.54K	6.97M	18.96K	+6.05%
Mar 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.5%	1.41M	29.45M	31.04K	+2.26%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.13%	373.6K	7.83M	-564	-0.15%
Mar 31, 2024	UBS GROUP AG	0.34%	951.43K	18.14M	119.66K	+14.39%
Mar 31, 2024	ROYAL BANK OF CANADA	0.18%	496.42K	9.47M	56.29K	+12.79%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.32%	886.81K	16.91M	697.45K	+368.33%
Mar 31, 2024	INVESCO LTD.	0.32%	889.27K	16.96M	153.69K	+20.89%
Mar 31, 2024	STRONG TOWER ADVISORY SERVICES	0.32%	907.3K	17.2M	10.85K	+1.21%
Mar 31, 2024	MUZINICH & CO., INC.	0.17%	489.73K	9.78M	0	0
Mar 31, 2024	BLACKROCK INC.	0.34%	953.98K	18.19M	39.1K	+4.27%
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.35%	969.59K	18.49M	263.55K	+37.33%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.42%	1.17M	22.32M	-51.27K	-4.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.43%	1.19M	22.73M	120.97K	+11.29%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.44%	1.22M	23.41M	211.96K	+21.05%
Mar 31, 2024	CALLODINE CAPITAL MANAGEMENT, LP	0.14%	400K	7.63M	-100K	-20.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.15%	409.75K	7.81M	-8.06K	-1.93%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.44%	1.22M	23.28M	70.16K	+6.10%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.51%	1.44M	27.47M	236.98K	+19.69%
Mar 31, 2024	ARES MANAGEMENT LLC	0.54%	1.52M	28.91M	648.61K	+74.76%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.6%	1.68M	32.01M	-163.84K	-8.89%
Mar 31, 2024	RIVER ROAD ASSET MANAGEMENT, LLC	0.61%	1.7M	32.36M	-135.11K	-7.38%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.7%	1.97M	37.5M	60.7K	+3.19%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	2.14M	40.88M	34.42K	+1.63%
Mar 31, 2024	MORGAN STANLEY	1.27%	3.56M	67.93M	161K	+4.73%
Mar 31, 2024	KOHLBERG KRAVIS ROBERTS & CO. L.P.	1.69%	4.74M	90.39M	-7.56M	-61.45%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.12%	339.79K	6.48M	-8.18K	-2.35%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.13%	372.32K	7.1M	133.49K	+55.89%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.14%	382.76K	7.3M	-6.53K	-1.68%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.14%	384.65K	7.34M	7.72K	+2.05%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.88%	2.48M	47.2M	69.97K	+2.91%
Mar 31, 2024	LPL FINANCIAL LLC	1.17%	3.29M	62.8M	179.93K	+5.78%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.55%	4.33M	82.61M	4.33M	+100.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	2.36%	6.6M	125.94M	1.4M	+26.88%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.09%	245.51K	4.69M	-4.38K	-1.75%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.09%	247.87K	4.73M	27.96K	+12.72%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	253.3K	4.83M	253.3K	+100.00%
Mar 31, 2024	UNITED ADVISOR GROUP, LLC	0.09%	255.69K	4.88M	110.03K	+75.54%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.09%	258.85K	4.94M	24.73K	+10.56%
Mar 31, 2024	CREDIT SUISSE AG/	0.1%	267.81K	5.11M	23.06K	+9.42%
Mar 31, 2024	ELLIS INVESTMENT PARTNERS, LLC	0.1%	270.13K	5.15M	14.69K	+5.75%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.1%	277.49K	5.29M	277.49K	+100.00%
Mar 31, 2024	INDEPENDENT ADVISOR ALLIANCE	0.1%	291.9K	5.57M	30.18K	+11.53%
Mar 31, 2024	PARTNERS GROUP HOLDING AG	0.1%	292.26K	5.57M	23.06K	+8.57%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.12%	324.57K	6.19M	648	+0.20%
Mar 31, 2024	BULLDOG INVESTORS, LLP	0.12%	325.25K	6.2M	76.6K	+30.81%
Mar 31, 2024	WEALTHPLAN PARTNERS, LLC	0.12%	331.05K	6.31M	10.47K	+3.27%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.12%	337.53K	6.44M	24.19K	+7.72%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.12%	337.64K	6.44M	-19.23K	-5.39%
Mar 31, 2024	SFMG, LLC	0.14%	382.18K	7.29M	47.35K	+14.14%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.15%	425.61K	8.46M	56.77K	+15.39%
Mar 31, 2024	CETERA ADVISORS LLC	0.15%	431.63K	8.23M	121.75K	+39.29%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.17%	479.9K	9.15M	-297.69K	-38.28%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.17%	486.45K	9.28M	-153	-0.03%
Mar 31, 2024	MGO ONE SEVEN LLC	0.18%	498.52K	9.51M	-102.32K	-17.03%
Mar 31, 2024	EDGE CAPITAL GROUP, LLC	0.18%	499.86K	9.53M	0	0
Mar 31, 2024	GP BRINSON INVESTMENTS LLC	0.19%	533.72K	10.18M	16.02K	+3.09%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.19%	542.63K	10.35M	2.41K	+0.45%
Mar 31, 2024	MARINER, LLC	0.2%	549.46K	10.48M	4.2K	+0.77%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.22%	610.14K	11.64M	513.24K	+529.65%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	652.54K	12.44M	94.26K	+16.88%
Mar 31, 2024	FOUNTAINHEAD AM, LLC	0.25%	689.9K	13.16M	55.9K	+8.82%
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.25%	707.23K	13.49M	9.14K	+1.31%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	0.27%	750K	14.3M	0	0
Dec 31, 2023	SHUFRO ROSE & CO LLC	0.41%	1.15M	22.65M	-6.21K	-0.54%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.43%	1.2M	24.04M	174.96K	+17.01%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.44%	1.22M	24.32M	89.31K	+7.89%
Dec 31, 2023	RIVER ROAD ASSET MANAGEMENT, LLC	0.65%	1.83M	36.59M	-23.42K	-1.26%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.66%	1.84M	36.79M	-678.63K	-26.92%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.68%	1.91M	38.06M	67.9K	+3.69%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	2.11M	42.12M	-11.64K	-0.55%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.86%	2.41M	48.03M	95.47K	+4.13%
Dec 31, 2023	LPL FINANCIAL LLC	1.11%	3.11M	62.17M	116.09K	+3.87%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.28%	777.59K	15.53M	-91.29K	-10.51%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.28%	781.65K	15.61M	159.19K	+25.57%
Dec 31, 2023	UBS GROUP AG	0.3%	831.77K	16.61M	90.23K	+12.17%
Dec 31, 2023	MORGAN STANLEY	1.21%	3.4M	67.92M	335.95K	+10.96%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.86%	5.2M	103.94M	494.18K	+10.49%
Dec 31, 2023	ARES MANAGEMENT LLC	0.31%	867.61K	17.33M	116K	+15.43%
Dec 31, 2023	STRONG TOWER ADVISORY SERVICES	0.32%	896.46K	17.9M	14.74K	+1.67%
Dec 31, 2023	BLACKROCK INC.	0.33%	914.88K	18.27M	10.44K	+1.15%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.35%	978.12K	20.21M	83.29K	+9.31%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.36%	1.01M	20.11M	30.12K	+3.08%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.38%	1.07M	21.39M	-16.27K	-1.50%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.4%	1.13M	22.53M	466.57K	+70.51%
Dec 31, 2023	KOHLBERG KRAVIS ROBERTS & CO. L.P.	4.39%	12.3M	245.56M	-4.72M	-27.75%
Dec 31, 2023	SFMG, LLC	0.12%	334.84K	6.69M	4.47K	+1.35%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.12%	347.97K	6.95M	339.75K	+4,130.65%
Dec 31, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.13%	356.87K	7.13M	-2.49K	-0.69%
Dec 31, 2023		0.13%	368.84K	7.37M	368.84K	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.13%	374.62K	7.48M	913	+0.24%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.13%	376.93K	7.53M	-24.95K	-6.21%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.14%	389.29K	7.77M	-12.26K	-3.05%
Dec 31, 2023	PINNACLE WEALTH PLANNING SERVICES, INC.	0.14%	402.02K	8.03M	0	0
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	417.37K	8.33M	288.92K	+224.93%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.15%	417.81K	8.34M	-36.44K	-8.02%
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	440.13K	8.79M	36.7K	+9.10%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.17%	486.6K	9.72M	-5K	-1.02%
Dec 31, 2023	MUZINICH & CO., INC.	0.17%	489.73K	9.78M	-1.88K	-0.38%
Dec 31, 2023	EDGE CAPITAL GROUP, LLC	0.18%	499.86K	9.98M	499.86K	+100.00%
Dec 31, 2023	CALLODINE CAPITAL MANAGEMENT, LP	0.18%	500K	9.99M	15K	+3.09%
Dec 31, 2023	GP BRINSON INVESTMENTS LLC	0.18%	517.71K	10.34M	227.57K	+78.44%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.19%	540.22K	10.79M	48.55K	+9.87%
Dec 31, 2023	MARINER, LLC	0.19%	545.26K	10.89M	11.87K	+2.23%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	558.28K	11.15M	81.06K	+16.99%
Dec 31, 2023	MGO ONE SEVEN LLC	0.21%	600.83K	12M	573.09K	+2,065.40%
Dec 31, 2023	FOUNTAINHEAD AM, LLC	0.23%	634K	12.66M	48.17K	+8.22%
Dec 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.25%	698.09K	13.94M	11.94K	+1.74%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.25%	700.11K	13.98M	214.55K	+44.19%
Dec 31, 2023	TRANSCEND CAPITAL ADVISORS, LLC	0.25%	706.04K	14.1M	237.17K	+50.58%
Dec 31, 2023	INVESCO LTD.	0.26%	735.58K	14.69M	-56.51K	-7.13%
Dec 31, 2023	PARALLAX VOLATILITY ADVISERS, L.P.	0.27%	750K	14.98M	750K	+100.00%

Insiders

Insiders	Designation	Shares Held
HAGAN MICHAEL J	director	112.1K
PIETRZAK DANIEL	President and CIO	59.8K
LILLY STEVEN C	Chief Financial Officer	50.45K
GOLDSTEIN RICHARD I	director	31.56K
ADAMS BARBARA	director	29.45K
FORMAN MICHAEL C.	Chief Executive Officer	24.22K
KROPP JAMES H		19.33K
GERSON BRIAN	Co-President	15.11K
BUILIONE TODD C.	director	13.13K
FORD BRIAN R.		10.78K
HOPKINS JEREL A	director	10.15K
SYPHERD STEPHEN	VP & Secretary	9.62K
SANDLER ELIZABETH	director	7.7K
IMASOGIE OSAGIE O	director	7.6K
GOEBEL WILLIAM BALKE	Chief Accounting Officer	4.46K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 05, 2025	HOPKINS JEREL A	PURCHASE	15.49	450	6.97K	10.15K
Nov 11, 2025	FORMAN MICHAEL C.	PURCHASE	15.50	10K	155K	24.22K
Nov 07, 2025	PIETRZAK DANIEL	PURCHASE	15.15	10K	151.5K	59.8K
Sep 03, 2025	HOPKINS JEREL A	PURCHASE	18.13	330	5.98K	9.69K
Aug 15, 2025	ADAMS BARBARA	PURCHASE	17.52	3.75K	65.68K	29.45K
May 29, 2025	HOPKINS JEREL A	PURCHASE	21.23	700	14.86K	9.35K
Jan 01, 2025	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	355
Dec 06, 2024	HOPKINS JEREL A	PURCHASE	21.46	500	10.73K	8.64K
Dec 05, 2024	PIETRZAK DANIEL	PURCHASE	21.31	5K	106.55K	49.8K
Dec 04, 2024	SANDLER ELIZABETH	PURCHASE	21.23	1K	21.23K	7.7K
Dec 03, 2024	GERSON BRIAN	PURCHASE	22.08	5K	110.4K	15.11K
Nov 25, 2024	IMASOGIE OSAGIE O	SALE	22.01	40.89K	900.03K	7.6K
Aug 15, 2024	FORMAN MICHAEL C.	SALE	19.56	180.7K	3.53M	0
Aug 08, 2024	PIETRZAK DANIEL	PURCHASE	19.21	5K	96.04K	44.8K
Jun 10, 2024	HOPKINS JEREL A	PURCHASE	20.70	470	9.73K	8.13K
May 15, 2024	ADAMS BARBARA	PURCHASE	20.10	3.38K	67.96K	22.08K
May 14, 2024	SANDLER ELIZABETH	PURCHASE	20.07	1K	20.07K	6.7K
Feb 29, 2024	SANDLER ELIZABETH	PURCHASE	18.80	1K	18.8K	5.7K
Feb 28, 2024	PIETRZAK DANIEL	PURCHASE	18.76	2.7K	50.65K	17.7K
Jan 01, 2024	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	21.66K
Dec 08, 2023	HOPKINS JEREL A	PURCHASE	20.09	500	10.05K	7.65K
Sep 01, 2023	SANDLER ELIZABETH	PURCHASE	20.61	1K	20.61K	4.7K
Aug 30, 2023	GERSON BRIAN	PURCHASE	20.54	1K	20.54K	2.55K
Aug 29, 2023	GERSON BRIAN	PURCHASE	20.36	2K	40.72K	10.11K
Aug 25, 2023	HOPKINS JEREL A	PURCHASE	19.99	750	14.99K	7.14K
Aug 11, 2023	PIETRZAK DANIEL	PURCHASE	20.12	5K	100.6K	32.5K
Jun 02, 2023	SANDLER ELIZABETH	PURCHASE	19.63	1.2K	23.56K	5.84K
May 11, 2023	ADAMS BARBARA	PURCHASE	19.08	3.57K	68.16K	16.39K
Mar 15, 2023	HOPKINS JEREL A	PURCHASE	17.45	556	9.7K	6.38K
Mar 10, 2023	GOLDSTEIN RICHARD I	PURCHASE	18.65	1.09K	20.24K	31.56K
Mar 09, 2023	SANDLER ELIZABETH	PURCHASE	19.64	2.5K	49.1K	4.64K
Mar 07, 2023	GERSON BRIAN	PURCHASE	19.69	3K	59.07K	17.1K
Mar 02, 2023	PIETRZAK DANIEL	PURCHASE	19.66	5K	98.3K	15K
Jan 01, 2023	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	26.89K
Nov 09, 2022	GOLDSTEIN RICHARD I	PURCHASE	18.91	1.18K	22.21K	30.48K
Nov 09, 2022	PIETRZAK DANIEL	PURCHASE	18.76	6K	112.56K	27.5K
Sep 09, 2022	HOPKINS JEREL A	PURCHASE	21.38	450	9.62K	6.02K
Aug 22, 2022	KROPP JAMES H	PURCHASE	21.54	1K	21.54K	19.33K
Aug 10, 2022	FORD BRIAN R.	PURCHASE	22.43	500	11.22K	10.78K
Jun 09, 2022	GERSON BRIAN	PURCHASE	21.23	4K	84.92K	15.64K
Jun 09, 2022	HOPKINS JEREL A	PURCHASE	21.20	550	11.66K	5.45K
May 27, 2022	GERSON BRIAN	PURCHASE	21.74	2K	43.48K	11.64K
May 24, 2022	FORMAN MICHAEL C.	PURCHASE	20.41	5.49K	112.02K	5.49K
May 18, 2022	GOLDSTEIN RICHARD I	PURCHASE	21.80	800	17.44K	29.3K
May 17, 2022	KROPP JAMES H	PURCHASE	21.92	1K	21.92K	17.74K
May 11, 2022	PIETRZAK DANIEL	PURCHASE	21.61	5K	108.04K	21.5K
May 11, 2022	GOLDSTEIN RICHARD I	PURCHASE	21.70	2K	43.4K	28.5K
May 11, 2022	ADAMS BARBARA	PURCHASE	19.08	3.57K	68.16K	16.39K
Mar 16, 2022	HOPKINS JEREL A	PURCHASE	21.82	450	9.82K	4.9K
Mar 14, 2022	GERSON BRIAN	PURCHASE	22.60	4.64K	104.89K	9.64K
Mar 08, 2022	ADAMS BARBARA	PURCHASE	22.54	2.39K	53.76K	10.61K
Mar 08, 2022	KROPP JAMES H	PURCHASE	22.70	1K	22.7K	16.29K
Mar 07, 2022	PIETRZAK DANIEL	PURCHASE	22.85	4K	91.42K	16.5K
Mar 02, 2022	FORD BRIAN R.	PURCHASE	23.12	2.5K	57.8K	10.28K
Jan 01, 2022	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	32.39K
Dec 09, 2021	HOPKINS JEREL A	PURCHASE	21.61	450	9.72K	4.45K
Dec 01, 2021	GOLDSTEIN RICHARD I	PURCHASE	21.35	1.5K	32.03K	26.5K
Nov 23, 2021	BUILIONE TODD C.	PURCHASE	21.30	5K	106.5K	13.13K
Nov 18, 2021	PIETRZAK DANIEL	PURCHASE	21.44	5K	107.2K	12.5K
Nov 16, 2021	KROPP JAMES H	PURCHASE	21.44	1K	21.44K	14.87K
Nov 10, 2021	GOLDSTEIN RICHARD I	PURCHASE	21.81	1K	21.81K	25K
Sep 01, 2021	HOPKINS JEREL A	PURCHASE	23.15	840	19.44K	4K
Aug 31, 2021	FORMAN MICHAEL C.	SALE	0.00	10.09K	-	41.29K
Aug 30, 2021	SANDLER ELIZABETH	PURCHASE	22.98	500	11.49K	2.14K
Aug 27, 2021	SANDLER ELIZABETH	PURCHASE	23.09	250	5.77K	1.64K
Aug 26, 2021	SANDLER ELIZABETH	PURCHASE	22.84	500	11.42K	1.39K
Aug 26, 2021	GERSON BRIAN	PURCHASE	22.95	5K	114.77K	5K
Aug 18, 2021	GOEBEL WILLIAM BALKE	PURCHASE	22.92	1.1K	25.21K	4.46K
Aug 18, 2021	KROPP JAMES H	PURCHASE	22.78	1K	22.78K	13.48K
Aug 17, 2021	FORMAN MICHAEL C.	PURCHASE	22.98	10K	229.83K	13.12K
Aug 17, 2021	GOLDSTEIN RICHARD I	PURCHASE	22.98	1.24K	28.42K	24K
Aug 16, 2021	SYPHERD STEPHEN	PURCHASE	22.99	2.5K	57.48K	9.62K
Aug 13, 2021	BUILIONE TODD C.	PURCHASE	23.11	5K	115.55K	8.13K
Aug 12, 2021	PIETRZAK DANIEL	PURCHASE	22.73	5K	113.65K	7.5K
Aug 12, 2021	FORD BRIAN R.	PURCHASE	22.72	1.73K	39.33K	7.78K
Aug 11, 2021	IMASOGIE OSAGIE O	PURCHASE	22.74	39.83K	905.46K	48.49K
Aug 11, 2021	GOLDSTEIN RICHARD I	PURCHASE	22.64	1K	22.64K	22.76K
Aug 11, 2021	ADAMS BARBARA	PURCHASE	22.74	170	3.87K	1.94K
Jun 10, 2021	LILLY STEVEN C	PURCHASE	0.00	50.45K	-	50.45K
Dec 01, 2020	ADAMS BARBARA	PURCHASE	18.07	2.1K	37.94K	3.1K
Nov 30, 2020	FORD BRIAN R.	PURCHASE	18.32	1K	18.32K	14.5K
Jun 02, 2020	GERSON BRIAN	SALE	3.73	50K	186.62K	0
Jun 01, 2020	GERSON BRIAN	SALE	3.75	50K	187.69K	50K
Jun 01, 2020	PIETRZAK DANIEL	SALE	3.75	29.65K	111.15K	10K
Jun 01, 2020	BUILIONE TODD C.	SALE	3.74	12.5K	46.77K	12.5K
May 29, 2020	PIETRZAK DANIEL	SALE	3.70	65.68K	243.14K	39.65K
May 29, 2020	BUILIONE TODD C.	SALE	3.73	35.33K	131.79K	25K
May 29, 2020	FORMAN MICHAEL C.	SALE	3.64	445.36K	1.62M	0
May 14, 2020	GOLDSTEIN RICHARD I	PURCHASE	3.15	5K	15.75K	57.1K
May 12, 2020	GOLDSTEIN RICHARD I	PURCHASE	3.29	5K	16.43K	52.1K
May 08, 2020	FORD BRIAN R.	PURCHASE	3.25	4K	13K	13.5K
Mar 16, 2020	PIETRZAK DANIEL	PURCHASE	3.28	10K	32.75K	115.33K
Mar 16, 2020	GERSON BRIAN	PURCHASE	3.44	10K	34.4K	100K
Mar 09, 2020	BUILIONE TODD C.	PURCHASE	4.67	25K	116.75K	60.33K
Mar 09, 2020	PIETRZAK DANIEL	PURCHASE	4.20	10K	42K	105.33K
Mar 09, 2020	GERSON BRIAN	PURCHASE	4.34	10K	43.45K	90K
Mar 04, 2020	SANDLER ELIZABETH	PURCHASE	5.63	3.56K	20.04K	3.56K
Mar 04, 2020	IMASOGIE OSAGIE O	PURCHASE	5.59	18.08K	101.07K	34.66K
Mar 02, 2020	GERSON BRIAN	PURCHASE	5.52	10K	55.2K	80K
Mar 02, 2020	PIETRZAK DANIEL	PURCHASE	5.51	10K	55.13K	30K
Mar 02, 2020	GOLDSTEIN RICHARD I	PURCHASE	5.45	5K	27.25K	47.1K
Feb 27, 2020	KROPP JAMES H	PURCHASE	5.75	10K	57.5K	24.97K
Nov 22, 2019	ADAMS BARBARA	PURCHASE	6.09	4K	24.35K	4K
Nov 20, 2019	IMASOGIE OSAGIE O	PURCHASE	6.04	16.58K	100.11K	16.58K
Nov 20, 2019	GERSON BRIAN	PURCHASE	6.01	10K	60.1K	70K
Nov 19, 2019	FORD BRIAN R.	PURCHASE	5.99	7K	41.93K	9.5K
Nov 18, 2019	PIETRZAK DANIEL	PURCHASE	5.93	8.34K	49.44K	20K
Nov 15, 2019	PIETRZAK DANIEL	PURCHASE	5.90	1.66K	9.79K	11.66K
Nov 12, 2019	GOLDSTEIN RICHARD I	PURCHASE	5.96	5K	29.8K	42.1K
Sep 09, 2019	HAGAN MICHAEL J	PURCHASE	5.95	42.1K	250.49K	112.1K
Aug 14, 2019	PIETRZAK DANIEL	PURCHASE	5.65	10K	56.5K	10K
Aug 12, 2019	GOLDSTEIN RICHARD I	PURCHASE	5.75	5K	28.78K	37.1K
Jun 07, 2019	GOLDSTEIN RICHARD I	PURCHASE	6.00	3.3K	19.8K	32.1K
Jun 07, 2019	FORD BRIAN R.	PURCHASE	6.00	2.5K	15K	2.5K
Jun 05, 2019	PIETRZAK DANIEL	PURCHASE	5.94	10K	59.4K	95.33K
Jun 05, 2019	SYPHERD STEPHEN	PURCHASE	5.95	16.81K	100K	16.99K
Jun 05, 2019	GOLDSTEIN RICHARD I	PURCHASE	5.99	5K	29.94K	28.8K
Mar 25, 2019	FORMAN MICHAEL C.	PURCHASE	6.07	12.11K	73.48K	400.9K
Mar 22, 2019	FORMAN MICHAEL C.	PURCHASE	6.06	24.6K	149.03K	388.79K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE24.53K5

SALES00

NET SHARES24.53K5

SHARES HELD133.31K5

% NET SHARES-81.6%0%

FSK Stock Ownership Breakdown

FS KKR Capital

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions