How many institutions own HQH 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 HQH shares is 132, representing 22.09% of the company's common stock.

Who are the major shareholders selling Abrdn Healthcare Investors stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in HQH by -1.01% restricting it's holding to 129.88 thousand shares of worth nearly $2.31M. OPPENHEIMER & CO INC also lessened -10.37% of the HQH shares from its portfolio, reducing its holding to 116.63 thousand shares of worth $2.07M. SMITH ASSET MANAGEMENT CO., LLC also shunned HQH shares holding by -1.54% last quarter which brought its holding to 115.26 thousand shares worth $2.05M.

Investors who are buying HQH stock?

As per its latest 13F filing, JANNEY MONTGOMERY SCOTT LLC increased its stake in HQH by 8.08% in the last quarter. The institutional holder raised its holding to 205.25 thousand shares having worth more than $3.65M. UBS GROUP AG also added 3.83% more shares of HQH to its portfolio, raising its holding to 128.93 thousand shares of worth $2.29M. KESTRA ADVISORY SERVICES, LLC also increased its HQH shares holding by 6.93% which brought its holding to 128.39 thousand shares worth $2.28M.

HQH's major insiders: who are they?

The insider with the most stakes in HQH is OMSTEAD DANIEL R , President at the company. Additionally, HQH stock is highly held by director STEBBINS LUCINDA H and director LEWIN LAWRENCE S among others.

Did an insider recently sell HQH stock?

Company executives, directors, and other insiders own 0.01% percent of Abrdn Healthcare Investors's stock. Within the last six months, there have been 0 transaction(s) in which HQH insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased HQH stock?

There have been 0 transaction(s) during the past 6-months in which Abrdn Healthcare Investors insiders have bought stock, totalling 0 shares

How much of HQH does insiders own?

Around 0 Abrdn Healthcare Investors shares are held by insiders, which represents about 0.01% of HQH stock.

Who is the insider with the largest stake?

HQH President, OMSTEAD DANIEL R holds the largest portfolio of the company's shares. HQH shares owned by OMSTEAD total nearly 178.27 thousand.

Which institution holds the most shares in HQH?

JANNEY MONTGOMERY SCOTT LLC is the largest institutional owner in HQH which holds 205.25 thousand shares worth $3.65M or 0.38% of the total HQH shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 129.88 thousand shares representing 0.24% of the HQH ownership. UBS GROUP AG is the third largest stakeholder with 128.93 thousand shares or 0.24% of the ownership worth more than $2.29M.

Is Abrdn Healthcare Investors 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 HQH is concerned, it is a stock which is not optionable.

Is there a short position on HQH's shares?

Number of HQH 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 HQH shares are there?

As of today, null shares of HQH are outstanding.

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

HQH 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 HQH is null.

Abrdn Healthcare Investors (HQH) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.01% Percentage of Shares held by All Insiders

22.09% Percentage of Shares held by All Institutions

22.09% Percentage of Float held by Institutions

132

Number of Institutions Holding Shares

Institutional Ownership

About 22.09% of HQH shares are held by financial institutions. JANNEY MONTGOMERY SCOTT LLC is the top corporate investor, holding 205.25K shares valued at $3.65M. A 0.38% stake in Abrdn Healthcare Investors is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 129.88K shares valued at $2.31M, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.38%	205.25K	3.65M	15.35K	+8.08%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	129.88K	2.31M	-1.33K	-1.01%
Mar 31, 2026	UBS GROUP AG	0.24%	128.93K	2.29M	4.75K	+3.83%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.24%	128.39K	2.28M	8.32K	+6.93%
Mar 31, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.23%	125.85K	2.24M	44.1K	+53.94%
Mar 31, 2026	OPPENHEIMER & CO INC	0.22%	116.63K	2.07M	-13.49K	-10.37%
Mar 31, 2026	SMITH ASSET MANAGEMENT CO., LLC	0.21%	115.26K	2.05M	-1.8K	-1.54%
Mar 31, 2026	INVESCO LTD.	0.21%	112.54K	2M	2.38K	+2.16%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.2%	105.94K	1.88M	3.31K	+3.22%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.19%	100.77K	1.79M	-1.85K	-1.80%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.08%	44.95K	799.57K	1.47K	+3.38%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.07%	34.85K	620.01K	6.55K	+23.13%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.09%	47.75K	849.46K	3.81K	+8.66%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.06%	34.78K	618.81K	-14.18K	-28.96%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.06%	33.78K	601K	-1.07K	-3.06%
Mar 31, 2026	ABEL HALL, LLC	0.06%	33K	587.07K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.06%	29.97K	533.16K	12.35K	+70.09%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	29.84K	530.77K	815	+2.81%
Mar 31, 2026	LPL FINANCIAL LLC	1.03%	552.39K	9.83M	51.33K	+10.24%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.05%	27.09K	481.9K	16.33K	+151.84%
Mar 31, 2026	UHLMANN PRICE SECURITIES, LLC	0.05%	26.49K	471.25K	779	+3.03%
Mar 31, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.1%	51.95K	924.23K	-17.82K	-25.54%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.87%	466.7K	8.3M	10.65K	+2.33%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.1%	55.72K	991.23K	7.24K	+14.94%
Mar 31, 2026	NORTHERN TRUST CORP	0.11%	56.49K	1M	56.49K	+100.00%
Mar 31, 2026	SAGE CAPITAL MANAGEMENT, LLC	0.12%	62.48K	1.11M	2.43K	+4.05%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.14%	72.92K	1.3M	8.62K	+13.40%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	75.42K	1.34M	90	+0.12%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.15%	82.6K	1.47M	11.84K	+16.74%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	82.65K	1.47M	3.13K	+3.94%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	84.35K	1.5M	61.72K	+272.73%
Mar 31, 2026	WESPAC ADVISORS, LLC	0.04%	22.86K	406.68K	-917	-3.86%
Mar 31, 2026	COHEN & STEERS, INC.	0.17%	89.57K	1.59M	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.42%	225.67K	4.01M	37.18K	+19.72%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	1.08%	577.24K	10.27M	113.87K	+24.57%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	2.14%	1.15M	20.45M	-171.88K	-13.01%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.23%	1.19M	21.25M	11.69K	+0.99%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.04%	20.91K	372.04K	-4.7K	-18.35%
Mar 31, 2026	MORGAN STANLEY	8.44%	4.53M	80.53M	-156.93K	-3.35%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.02%	11.91K	211.93K	11.91K	+100.00%
Mar 31, 2026	VISTA INVESTMENT PARTNERS II, LLC	0.02%	13.15K	234.01K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.03%	14.67K	260.92K	4.55K	+44.96%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.03%	14.77K	262.73K	-10K	-40.38%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.03%	16.26K	289.27K	-5.3K	-24.57%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.03%	16.74K	297.86K	16.74K	+100.00%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.03%	16.87K	300.17K	2.71K	+19.14%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.03%	17.29K	307.56K	-3.94K	-18.56%
Mar 31, 2026	MARINER, LLC	0.03%	17.94K	317.31K	273	+1.55%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.03%	18.11K	322.11K	456	+2.58%
Mar 31, 2026	SAGE CAPITAL ADVISORS,LLC	0.04%	19.29K	343.14K	1.45K	+8.10%
Mar 31, 2026	STEPHENS INC /AR/	0.04%	23.62K	420.27K	-18.18K	-43.49%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.04%	23.92K	425.45K	-122.86K	-83.71%
Mar 31, 2026	XTX TOPCO LTD	0.05%	24.47K	435.39K	24.47K	+100.00%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	32.49K	577.97K	-1.17K	-3.48%
Mar 31, 2026	ROYAL BANK OF CANADA	0.97%	519.67K	9.25M	2.58K	+0.50%
Mar 31, 2026		0.07%	38.02K	676.28K	-1.59K	-4.01%
Mar 31, 2026	NEEDHAM INVESTMENT MANAGEMENT LLC	0.58%	311.28K	5.54M	19.35K	+6.63%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	0.07%	38.31K	681.5K	0	0
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.08%	42.07K	748.5K	2.34K	+5.88%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.08%	44.34K	788.77K	10.59K	+31.38%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.07%	38.31K	725.55K	0	0
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.04%	21.56K	408.25K	21.56K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	22.63K	428.61K	-1.46K	-6.07%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.35%	188.5K	3.57M	-2.54K	-1.33%
Dec 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.05%	25.71K	486.91K	781	+3.13%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	28.31K	536.12K	4.78K	+20.30%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	29.02K	549.64K	0	0
Dec 31, 2025	ABEL HALL, LLC	0.06%	33K	625.02K	0	0
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.06%	33.75K	639.19K	929	+2.83%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	64.31K	1.22M	-2.71K	-4.04%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	70.75K	1.34M	22.85K	+47.71%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.15%	81.75K	1.55M	-10.54K	-11.42%
Dec 31, 2025	COHEN & STEERS, INC.	0.17%	89.57K	1.7M	0	0
Dec 31, 2025	INVESCO LTD.	0.21%	110.16K	2.09M	16.71K	+17.88%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.21%	110.37K	2.09M	-6.76K	-5.77%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	120.07K	2.27M	11.55K	+10.64%
Dec 31, 2025	UBS GROUP AG	0.23%	124.18K	2.35M	-34.67K	-21.82%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.19%	102.63K	1.94M	-3.37K	-3.17%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.19%	102.62K	1.94M	-36.37K	-26.17%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	34.6K	655.31K	8.78K	+33.99%
Dec 31, 2025	OPPENHEIMER & CO INC	0.24%	130.12K	2.46M	5.31K	+4.25%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	131.2K	2.49M	1.27K	+0.98%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.27%	146.78K	2.78M	146.78K	+100.00%
Dec 31, 2025		0.07%	39.6K	750.08K	39.6K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	48.48K	918.14K	6.15K	+14.52%
Dec 31, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.11%	60.04K	1.14M	-813	-1.34%
Dec 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.13%	69.78K	1.32M	6.93K	+11.03%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	75.33K	1.43M	1.83K	+2.48%
Dec 31, 2025	ROYAL BANK OF CANADA	0.96%	517.09K	9.79M	18.61K	+3.73%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.35%	189.9K	3.6M	30.52K	+19.15%
Dec 31, 2025	NEEDHAM INVESTMENT MANAGEMENT LLC	0.54%	291.93K	5.53M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.85%	456.05K	8.64M	44.11K	+10.71%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.86%	463.37K	8.78M	100.35K	+27.64%
Dec 31, 2025	LPL FINANCIAL LLC	0.93%	501.07K	9.49M	95.67K	+23.60%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.46%	1.32M	25.02M	122.29K	+10.20%
Dec 31, 2025	MORGAN STANLEY	8.73%	4.68M	88.7M	481.55K	+11.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.21%	1.18M	22.4M	-3K	-0.25%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	6.05K	114.57K	0	0
Dec 31, 2025	COMERICA BANK	0.01%	6.76K	128.09K	-67	-0.98%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.01%	7.4K	140.08K	-2.24K	-23.23%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.02%	8.26K	156.35K	278	+3.49%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.02%	9.77K	185.05K	341	+3.62%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	10.76K	203.72K	6.48K	+151.72%
Dec 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.02%	10.81K	204.76K	10.81K	+100.00%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.02%	10.88K	206.07K	0	0
Dec 31, 2025	KOVACK ADVISORS, INC.	0.02%	11.13K	210.8M	11.13K	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0.02%	12.1K	229.16M	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.02%	12.52K	237.07M	0	0
Dec 31, 2025	VISTA INVESTMENT PARTNERS II, LLC	0.02%	13.15K	249.14K	1.95K	+17.40%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.03%	14.16K	268.23K	1.5K	+11.85%
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	15.14K	286.77M	15.14K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	17.62K	333.72K	-267	-1.49%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.03%	17.65K	334.3K	0	0
Dec 31, 2025	MARINER, LLC	0.03%	17.67K	334.61K	1.89K	+11.97%
Dec 31, 2025	SAGE CAPITAL ADVISORS,LLC	0.03%	17.84K	337.94K	-3.95K	-18.13%
Dec 31, 2025	WESPAC ADVISORS, LLC	0.04%	23.78K	450.34K	-4.04K	-14.53%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.05%	24.77K	469.18K	9.25K	+59.59%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.05%	25.61K	485.09K	989	+4.02%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	33.66K	637.49K	-600	-1.75%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.07%	34.84K	660K	4.89K	+16.32%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.07%	39.74K	752.64K	-3.35K	-7.77%
Dec 31, 2025	STEPHENS INC /AR/	0.08%	41.81K	791.83K	15K	+55.94%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.08%	43.48K	823.45K	-2.97K	-6.38%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.08%	43.94K	832.26K	-3.27K	-6.92%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	48.96K	927.35K	-813	-1.63%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.22%	117.06K	2.22M	-285	-0.24%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	79.52K	1.51M	-1.19K	-1.47%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.21%	114.35K	2.17M	12.76K	+12.56%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.36%	191.04K	3.53M	339	+0.18%
Sep 30, 2025	LPL FINANCIAL LLC	0.76%	405.4K	7.48M	12.33K	+3.14%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.24%	1.2M	22.13M	159.62K	+15.36%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.03%	17.65K	325.83K	1.01K	+6.04%
Sep 30, 2025	UBS GROUP AG	0.3%	158.85K	2.93M	45.7K	+40.39%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.08%	43.09K	795.35K	-267	-0.62%
Sep 30, 2025	STEPHENS INC /AR/	0.05%	26.81K	494.89K	-6.11K	-18.56%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	17.89K	330.21K	-117	-0.65%
Sep 30, 2025	CREATIVE PLANNING	0.04%	20.27K	374.15K	20.27K	+100.00%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.04%	21.23K	391.86K	-1.44K	-6.35%
Sep 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.04%	21.79K	402.29K	-107	-0.49%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.06%	29.96K	553K	8.09K	+36.98%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.05%	24.93K	460.16K	1.66K	+7.12%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.05%	25.82K	476.69K	25.82K	+100.00%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.18%	94.62K	1.75M	94.62K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.19%	101.59K	1.88M	57.46K	+130.20%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.2%	105.99K	1.96M	-37.94K	-26.36%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.68%	363.02K	6.7M	11.66K	+3.32%
Sep 30, 2025	ROYAL BANK OF CANADA	0.93%	498.48K	9.2M	-6.81K	-1.35%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	23.53K	434.35K	-5.16K	-17.98%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	24.09K	444.74K	862	+3.71%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.21%	1.19M	21.89M	-113.71K	-8.75%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.02%	9.63K	177.84K	9.63K	+100.00%
Sep 30, 2025	WESPAC ADVISORS, LLC	0.05%	27.82K	513.52K	1.72K	+6.59%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	34.26K	632.41K	22	+0.06%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.07%	38.31K	707.17K	0	0
Sep 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.09%	47.46K	876.04K	10	+0.02%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	47.9K	884.28K	815	+1.73%
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	0.15%	80.56K	1.49M	-83.55K	-50.91%
Sep 30, 2025	COHEN & STEERS, INC.	0.17%	89.57K	1.65M	-18K	-16.73%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	108.53K	2M	3.72K	+3.55%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.22%	117.35K	2.17M	-2.18K	-1.82%
Sep 30, 2025	OPPENHEIMER & CO INC	0.23%	124.81K	2.3M	-31.96K	-20.38%
Sep 30, 2025	MORGAN STANLEY	7.83%	4.2M	77.57M	415.53K	+10.97%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	129.93K	2.18M	4.16K	+3.30%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.26%	138.99K	2.57M	35.33K	+34.08%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	159.37K	2.94M	3.01K	+1.93%
Sep 30, 2025	WNY ASSET MANAGEMENT, LLC	0.4%	213.95K	3.95M	14.02K	+7.01%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.77%	411.94K	7.62M	64.87K	+18.69%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.12%	62.85K	1.16M	430	+0.69%
Sep 30, 2025	NEEDHAM INVESTMENT MANAGEMENT LLC	0.54%	291.93K	5.39M	8.75K	+3.09%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.05%	24.62K	454.54K	-6.71K	-21.42%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	29.02K	535.71K	2K	+7.40%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.06%	32.82K	605.84K	-13.5K	-29.15%
Sep 30, 2025	ABEL HALL, LLC	0.06%	33K	609.18K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	42.33K	781.39K	-8.19K	-16.22%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	49.78K	918.85K	49.78K	+100.00%
Sep 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.11%	60.86K	1.12M	-15.08K	-19.86%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	67.02K	1.24M	-3.38K	-4.81%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	73.51K	1.36M	-4.57K	-5.85%
Sep 30, 2025	INVESCO LTD.	0.17%	93.45K	1.73M	19.28K	+26.00%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	2.67K	49.36K	0	0
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.01%	3.27K	60.38K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	4.27K	78.87K	-6.56K	-60.55%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.02%	10.88K	200.85K	-2.93K	-21.21%
Sep 30, 2025	VISTA INVESTMENT PARTNERS II, LLC	0.02%	11.2K	206.83K	0	0
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.01%	4.4K	81.17K	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	5K	92.3K	0	0
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	6.05K	111.67K	180	+3.07%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	7.98K	147.27K	2.56K	+47.29%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.09%	46.44K	857.32K	1.44K	+3.21%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.09%	47.21K	871.52K	74	+0.16%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	80.71K	1.49M	1.87K	+2.37%
Sep 30, 2025	RFG ADVISORY, LLC	0.02%	12.01K	221.69K	-2.27K	-15.88%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.17%	92.29K	1.7M	4.44K	+5.05%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.02%	12.08K	222.99K	390	+3.34%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.02%	12.66K	233.74K	12.66K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.03%	15.52K	286.53K	-303	-1.91%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.22%	117.13K	2.16M	13.59K	+13.13%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.04%	18.87K	292.33K	18.87K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	78.08K	1.21M	-5.87K	-7.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.02%	10.01K	155.01K	10.01K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.14%	71.41K	1.11M	56.77K	+387.60%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	47.09K	729.37K	-6.55K	-12.21%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	28.69K	444.36K	2.44K	+9.29%
Jun 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.04%	21.9K	339.23K	-1.27K	-5.46%
Jun 30, 2025	OPPENHEIMER & CO INC	0.3%	156.77K	2.43M	13.77K	+9.63%
Jun 30, 2025	UBS GROUP AG	0.22%	113.15K	1.75M	-21.24K	-15.81%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.2%	103.54K	1.6M	41.14K	+65.94%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	23.23K	359.83K	-1.99K	-7.90%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.14%	73.83K	1.14M	42.02K	+132.07%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	70.4K	1.09M	-41.52K	-37.10%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.99%	1.04M	16.1M	30.71K	+3.05%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	44.13K	683.57K	897	+2.07%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.37%	190.7K	2.95M	-24.64K	-11.44%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	156.36K	2.42M	768	+0.49%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.28%	143.93K	2.23M	-37.51K	-20.67%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	125.77K	1.95M	-3.52K	-2.72%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	104.81K	1.62M	17.68K	+20.29%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.17%	87.85K	1.36M	7.8K	+9.75%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	50.52K	782.6K	-1.61K	-3.08%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.09%	47.14K	730.16K	353	+0.75%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.09%	46.32K	717.51K	-581	-1.24%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.08%	43.35K	671.52K	18.21K	+72.44%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.07%	38.31K	593.39K	0	0
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	34.24K	530.32K	-452	-1.30%
Jun 30, 2025	COLONIAL TRUST ADVISORS	0.01%	3.7K	57.27K	3.7K	+100.00%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.01%	3.27K	50.67K	-2.5K	-43.32%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.01%	3.09K	49.53K	0	0
Jun 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	2.55K	39.56K	74	+2.98%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0%	2.02K	31.35K	0	0
Jun 30, 2025	BROWN, LISLE/CUMMINGS, INC.	0%	1.66K	25.65K	56	+3.50%
Jun 30, 2025	KEY FINANCIAL INC	0%	1.13K	17.54K	74	+6.99%
Jun 30, 2025	FOUNDERS CAPITAL MANAGEMENT	0%	1K	15.49K	0	0
Jun 30, 2025	TRUVESTMENTS CAPITAL LLC	0%	968	14.99K	0	0
Jun 30, 2025	PINNACLE BANCORP, INC.	0%	887	13.74K	887	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	700	10.84K	699	+69,900.00%
Jun 30, 2025	NEEDHAM INVESTMENT MANAGEMENT LLC	0.54%	283.18K	4.39M	18.71K	+7.07%
Jun 30, 2025	WNY ASSET MANAGEMENT, LLC	0.38%	199.93K	3.1M	17.42K	+9.55%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	27.02K	418.54K	-4.98K	-15.56%
Jun 30, 2025	WESPAC ADVISORS, LLC	0.05%	26.1K	404.24K	1.51K	+6.12%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	9.18K	142.19K	9.16K	+53,894.12%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	6.18K	95.65K	6.18K	+100.00%
Jun 30, 2025	MORGAN STANLEY	7.26%	3.79M	58.65B	409.3K	+12.12%
Jun 30, 2025	ROYAL BANK OF CANADA	0.97%	505.29K	7.83M	-24.54K	-4.63%
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	0.31%	164.1K	2.54M	-1.04M	-86.34%
Jun 30, 2025	COHEN & STEERS, INC.	0.21%	107.57K	1.67M	0	0
Jun 30, 2025	WEDBUSH SECURITIES INC	0.04%	21.87K	339K	-2.25K	-9.33%
Jun 30, 2025	CLOUGH CAPITAL PARTNERS L P	0.04%	20.04K	310K	20.04K	+100.00%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.04%	19.44K	301.16K	19.44K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.03%	16.65K	257.83K	388	+2.39%
Jun 30, 2025	RFG ADVISORY, LLC	0.03%	14.28K	221.14K	1.15K	+8.75%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.03%	13.81K	213.91K	-9.84K	-41.60%
Jun 30, 2025	MARINER, LLC	0.02%	12.52K	193.9K	12.52K	+100.00%
Jun 30, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.02%	11.91K	184.53K	-1.83K	-13.33%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.02%	11.69K	181.08K	-4.63K	-28.39%
Jun 30, 2025		0.02%	11.2K	173.55K	11.2K	+100.00%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	5.87K	90.91K	386	+7.04%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	5.42K	83.91K	662	+13.93%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.67%	347.07K	5.37M	24.49K	+7.59%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	78.84K	1.22M	-4.94K	-5.90%
Jun 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.15%	75.93K	1.18M	-1.02K	-1.33%
Jun 30, 2025	INVESCO LTD.	0.14%	74.17K	1.15M	27.77K	+59.84%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.12%	63.86K	989.22K	16.6K	+35.11%
Jun 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.12%	62.42K	966.81K	0	0
Jun 30, 2025	ABEL HALL, LLC	0.06%	33K	511.17K	33K	+100.00%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.06%	31.33K	485.35K	-1.42K	-4.34%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.05%	23.69K	366.99K	23.69K	+100.00%
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.04%	23.27K	360.43K	-1.46K	-5.91%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.04%	22.67K	351.12K	-1	0.00%
Jun 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.09%	47.45K	734.94K	-7.45K	-13.58%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.09%	45K	697.04K	-12.32K	-21.49%
Jun 30, 2025	STEPHENS INC /AR/	0.06%	32.92K	509.88K	3.89K	+13.39%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.49%	1.3M	20.13M	110.01K	+9.25%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	5K	77.45K	0	0
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.01%	4.4K	68.11K	0	0
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.23%	119.52K	1.85M	-1.2K	-0.99%
Jun 30, 2025	LPL FINANCIAL LLC	0.75%	393.07K	6.09M	42.11K	+12.00%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.67%	351.36K	5.44M	86.92K	+32.87%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.2%	103.66K	1.61M	4.98K	+5.05%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.09%	47.27K	767.58K	-89.57K	-65.46%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	52.13K	846.59K	17.45K	+50.31%
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.12%	62.42K	1.01M	0	0
Mar 31, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.14%	76.96K	1.25M	-74.99K	-49.35%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.15%	80.05K	1.3M	7.2K	+9.89%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.04%	22.67K	368.12K	-2.25K	-9.04%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.1%	54.92K	891.82K	384	+0.70%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.04%	23.65K	384.03K	294	+1.26%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	83.78K	1.36M	13.15K	+18.61%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	83.95K	1.36M	-2.33K	-2.70%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	87.13K	1.42M	4.09K	+4.92%
Mar 31, 2025	COHEN & STEERS, INC.	0.2%	107.57K	1.75M	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	25.22K	409.6K	2.86K	+12.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	26.25K	426.28K	26.25K	+100.00%
Mar 31, 2025	STEPHENS INC /AR/	0.05%	29.03K	471.44K	180	+0.62%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	32K	519.68K	6.99K	+27.93%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.06%	32.76K	531.94K	-3.19K	-8.87%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	34.69K	563.34K	24	+0.07%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.07%	38.31K	622.12K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.99%	529.83K	8.6M	95.44K	+21.97%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.88%	1.01M	16.38M	78.77K	+8.47%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.22%	1.19M	19.32M	251.98K	+26.87%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	2.3%	1.2M	19.51M	-770.26K	-39.07%
Mar 31, 2025	MORGAN STANLEY	6.3%	3.38M	54.84M	159.17K	+4.95%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	43.23K	702.1K	1.27K	+3.04%
Mar 31, 2025	INVESCO LTD.	0.09%	46.4K	753.54K	16.42K	+54.75%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.12%	62.39K	1.01M	25.61K	+69.61%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.09%	46.78K	759.78K	-355	-0.75%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.09%	46.9K	761.69K	9.97K	+26.99%
Mar 31, 2025	UBS GROUP AG	0.25%	134.39K	2.18M	-15.78K	-10.51%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	53.64K	871.08K	6.94K	+14.87%
Mar 31, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.1%	54.9K	924.18K	-2.3K	-4.02%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.21%	111.92K	1.82M	14.08K	+14.39%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.6%	322.58K	5.24M	34.97K	+12.16%
Mar 31, 2025	LPL FINANCIAL LLC	0.65%	350.96K	5.7M	68.94K	+24.45%
Mar 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.05%	24.73K	401.66K	1.02K	+4.28%
Mar 31, 2025		0.18%	98.68K	1.6M	98.68K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	129.29K	2.1M	-4.54K	-3.39%
Mar 31, 2025	OPPENHEIMER & CO INC	0.27%	143K	2.32M	-31.27K	-17.94%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	155.59K	2.53M	3.14K	+2.06%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.34%	181.44K	2.95M	3.7K	+2.08%
Mar 31, 2025	WNY ASSET MANAGEMENT, LLC	0.34%	182.51K	2.96M	37.85K	+26.17%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.4%	215.34K	3.5M	-5.18K	-2.35%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.49%	264.44K	4.29M	56.64K	+27.26%
Mar 31, 2025	NEEDHAM INVESTMENT MANAGEMENT LLC	0.49%	264.47K	4.3M	9.4K	+3.68%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.06%	31.82K	516.69K	-23.97K	-42.97%
Mar 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.11%	57.32K	930.83K	-3.9K	-6.37%
Mar 31, 2025	SAGE CAPITAL ADVISORS,LLC	0.04%	23.17K	376.2K	1.12K	+5.10%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.05%	24.12K	392K	179	+0.75%
Mar 31, 2025	WESPAC ADVISORS, LLC	0.05%	24.59K	399.36K	24.59K	+100.00%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.05%	25.14K	408.42K	25.14K	+100.00%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.05%	27K	455.22K	3.1K	+12.97%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.06%	27.21K	458.76K	-8.67K	-24.15%
Mar 31, 2024	ALL SEASON FINANCIAL ADVISORS, INC.	0.07%	32.87K	554.25K	13.49K	+69.61%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.07%	35.52K	598.89K	2.42K	+7.32%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.07%	34K	573.27K	-1	0.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.49%	242.05K	4.08M	-10.93K	-4.32%
Mar 31, 2024	ESCHLER ASSET MANAGEMENT LLP	0.49%	243.56K	4.05M	-20K	-7.59%
Mar 31, 2024	RPO LLC	0.75%	370.42K	6.25M	-12.07K	-3.16%
Mar 31, 2024	EUDAIMONIA PARTNERS, LLC	0.13%	62.12K	1.05M	3K	+5.07%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.13%	63.89K	1.08M	0	0
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	0.17%	83.5K	1.41M	-648.8K	-88.60%
Mar 31, 2024	OPPENHEIMER & CO INC	0.23%	113.39K	1.91M	16.32K	+16.81%
Mar 31, 2024	CETERA ADVISORS LLC	0.24%	117.09K	1.97M	117.09K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.36%	177.21K	2.99M	56.52K	+46.83%
Mar 31, 2024	QUARRY LP	0.38%	189.68K	3.2M	115.39K	+155.32%
Mar 31, 2024	MILESTONE ASSET MANAGEMENT, LLC	0.03%	13.29K	223.99K	509	+3.98%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	13.78K	232.36K	380	+2.84%
Mar 31, 2024	ATLANTIC UNION BANKSHARES CORP	0.03%	14.1K	237.78K	-500	-3.42%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.03%	14.7K	247.79K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	15.12K	254.89K	15.12K	+100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.03%	15.85K	267.26K	-228.5K	-93.51%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.03%	16.24K	273.74K	-2	-0.01%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.03%	16.99K	286.45K	374	+2.25%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.03%	17.24K	290.58K	78	+0.45%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.04%	18.36K	309.54K	-55	-0.30%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.04%	20.8K	350.71K	10.38K	+99.63%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.05%	22.9K	385K	1.44K	+6.70%
Mar 31, 2024	SAGE CAPITAL ADVISORS,LLC	0.05%	23.56K	397.26K	1.03K	+4.59%
Mar 31, 2024	STOCKMAN WEALTH MANAGEMENT, INC.	0.05%	23.71K	399.74K	1.77K	+8.04%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.05%	24.54K	414K	-1.57K	-6.01%
Mar 31, 2024	CLARO ADVISORS LLC	0.05%	24.58K	414.48K	-830	-3.27%
Mar 31, 2024	WNY ASSET MANAGEMENT, LLC	0.05%	26.29K	443.32K	12.21K	+86.75%
Mar 31, 2024	MORGAN STANLEY	6.29%	3.11M	52.41M	86.96K	+2.88%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.06%	28.14K	474K	-11.29K	-28.64%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.06%	29.53K	497.79K	-11.45K	-27.94%
Mar 31, 2024	STEPHENS INC /AR/	0.06%	31.76K	535.47K	-698	-2.15%
Mar 31, 2024	INVESCO LTD.	0.08%	40K	674.35K	-3.57K	-8.19%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.09%	44.12K	743.88K	5.5K	+14.24%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.09%	45.34K	764.48K	1.03K	+2.33%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.09%	46.72K	787.64K	1.44K	+3.19%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.11%	53.65K	904.46K	7.77K	+16.95%
Mar 31, 2024	MATRIX PRIVATE CAPITAL GROUP LLC	0.12%	57.2K	964.39K	0	0
Mar 31, 2024	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.12%	59.29K	999.7K	10.91K	+22.56%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.14%	70.44K	1.1M	-15.59K	-18.12%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	73.96K	1.25M	4.12K	+5.89%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.26%	127.1K	2.14M	-18.8K	-12.89%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.28%	140.8K	2.37M	-68.8K	-32.82%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.29%	142.35K	2.4M	-6.92K	-4.64%
Mar 31, 2024	UBS GROUP AG	0.29%	144.11K	2.43M	7.65K	+5.61%
Mar 31, 2024	LPL FINANCIAL LLC	0.31%	152.28K	2.57M	-11.56K	-7.06%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.32%	159.33K	2.69M	22.78K	+16.68%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.33%	162.99K	2.75M	5.49K	+3.49%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.39%	190.68K	3.21M	10.41K	+5.77%
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	0.76%	373.27K	6.29M	61.01K	+19.54%
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	35.65K	601.06K	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	36.31K	612.15K	4.8K	+15.23%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.12%	59.48K	1M	4.44K	+8.06%
Mar 31, 2024	COHEN & STEERS, INC.	0.12%	60.57K	1.02M	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	82.67K	1.39M	82.67K	+100.00%
Mar 31, 2024	CLOUGH CAPITAL PARTNERS L P	0.2%	96.77K	1.63M	-226.46K	-70.06%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.21%	102.49K	1.73M	-6.18K	-5.68%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.34%	167.81K	2.83M	-71.58K	-29.90%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.4%	195.74K	3.3M	29.11K	+17.47%
Mar 31, 2024	NEEDHAM INVESTMENT MANAGEMENT LLC	0.48%	239.01K	4.03M	12.04K	+5.31%
Mar 31, 2024	ROYAL BANK OF CANADA	1%	492.77K	8.31M	22.85K	+4.86%
Mar 31, 2024	AQR ARBITRAGE LLC	1.01%	501.54K	8.46M	1.12K	+0.22%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	5.17%	2.56M	43.12M	1.13M	+79.55%
Dec 31, 2023		0.11%	48.38K	801.66K	17.9K	+58.72%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.06%	26.11K	433K	623	+2.44%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.12%	55.05K	912.11K	11.35K	+25.99%
Dec 31, 2023	MATRIX PRIVATE CAPITAL GROUP LLC	0.13%	57.2K	970.68K	57.2K	+100.00%
Dec 31, 2023	EUDAIMONIA PARTNERS, LLC	0.13%	59.12K	979.67K	-7.47K	-11.22%
Dec 31, 2023	COHEN & STEERS, INC.	0.13%	60.57K	1M	-39K	-39.17%
Dec 31, 2023	CYNDEO WEALTH PARTNERS, LLC	0.14%	63.89K	1.06M	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	69.84K	1.16M	-9.13K	-11.56%
Dec 31, 2023	QUARRY LP	0.16%	74.29K	1.23M	21.76K	+41.42%
Dec 31, 2023	OPPENHEIMER & CO INC	0.21%	97.07K	1.61M	14.76K	+17.93%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.24%	108.66K	1.8M	-6.46K	-5.61%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.27%	120.69K	2M	16.73K	+16.10%
Dec 31, 2023	UBS GROUP AG	0.3%	136.46K	2.26M	-53.52K	-28.17%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.3%	136.56K	2.26M	-4.45K	-3.15%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.32%	145.9K	2.42M	2.65K	+1.85%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.33%	149.27K	2.47M	-107.28K	-41.81%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.35%	157.5K	2.61M	-8.74K	-5.26%
Dec 31, 2023	LPL FINANCIAL LLC	0.36%	163.84K	2.71M	-39.86K	-19.57%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.37%	166.63K	2.76M	-4.33K	-2.53%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.4%	180.28K	2.99M	-25.24K	-12.28%
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.46%	209.6K	3.47M	62.5K	+42.49%
Dec 31, 2023	NEEDHAM INVESTMENT MANAGEMENT LLC	0.5%	226.97K	3.76M	0	0
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.53%	239.39K	3.97M	156.76K	+189.72%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.54%	244.35K	4.05M	-110.85K	-31.21%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.56%	252.97K	4.19M	13.82K	+5.78%
Dec 31, 2023	ESCHLER ASSET MANAGEMENT LLP	0.58%	263.56K	4.55M	263.56K	+100.00%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.66%	297.29K	4.93M	22.01K	+7.99%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.69%	312.25K	5.17M	184.02K	+143.50%
Dec 31, 2023	CLOUGH CAPITAL PARTNERS L P	0.71%	323.23K	5.36M	220.56K	+214.83%
Dec 31, 2023	RPO LLC	0.84%	382.49K	6.34M	5.7K	+1.51%
Dec 31, 2023	ROYAL BANK OF CANADA	1.04%	469.92K	7.79M	19.46K	+4.32%
Dec 31, 2023	AQR ARBITRAGE LLC	1.1%	500.42K	8.29M	181.27K	+56.80%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	1.61%	732.3K	12.13M	292.92K	+66.67%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	3.14%	1.42M	23.6M	1.13M	+380.16%
Dec 31, 2023	MORGAN STANLEY	6.66%	3.02M	50.07M	-204.5K	-6.34%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.07%	31.51K	522.13K	4.34K	+15.96%
Dec 31, 2023	STEPHENS INC /AR/	0.07%	32.46K	537.82K	2.77K	+9.34%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.07%	33.1K	548.44K	1.51K	+4.79%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.19%	86.03K	1.45M	15.59K	+22.13%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.07%	34K	563.43K	34K	+100.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.08%	35.33K	585.34K	-30.77K	-46.56%
Dec 31, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.08%	35.65K	590.72K	-200	-0.56%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.08%	35.88K	594.45K	14.93K	+71.28%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	37.43K	2.26M	34.33K	+1,108.91%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.09%	38.62K	639.95K	16.41K	+73.90%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.09%	39.43K	653K	28.46K	+259.53%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.09%	40.97K	691.29K	16.28K	+65.95%
Dec 31, 2023	INVESCO LTD.	0.1%	43.57K	721.87K	964	+2.26%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.1%	44.31K	734.25K	5.63K	+14.55%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.1%	45.27K	768.28K	12.26K	+37.14%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.1%	45.87K	760.1K	17.63K	+62.42%

Insiders

Among the HQH insiders holding of 0.01% of the stake in company, OMSTEAD DANIEL R, President, holds the largest shares of 178.27K. STEBBINS LUCINDA H, director, is the second largest HQH insider with ownership of 6.51K shares. LEWIN LAWRENCE S, director, stands third with possession of 4.36K shares of that stake.

Insiders	Designation	Shares Held
OMSTEAD DANIEL R	President	178.27K
STEBBINS LUCINDA H	director	6.51K
LEWIN LAWRENCE S	director	4.36K
MACK ROBERT P	director	3.91K
KENT THOMAS M	director	1.1K
GOETZ KATHLEEN	director	1.08K
REIT TODD	director	1K
DIMARTINO ROSE	director	1K
MAHER BILL	director	1K
GASPERONI TIMOTHY L		862
BONNEY MICHAEL W	director	650
REARDON WILLIAM S	director	646
BAILEY JEFFREY ALLEN	director	490
POHOTSKY OLEG M	director	200
GOODSON ALAN R	Vice President	170

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 16, 2024	DIMARTINO ROSE	PURCHASE	18.88	1K	18.88K	1K
Apr 09, 2024	GOETZ KATHLEEN	PURCHASE	16.42	525	8.62K	1.08K
Jan 02, 2024	REIT TODD	PURCHASE	16.93	1K	16.93K	1K
Dec 28, 2023	MAHER BILL	PURCHASE	16.58	1K	16.58K	1K
Dec 21, 2023	GOODSON ALAN R	PURCHASE	16.13	170	2.74K	170
Sep 25, 2023	OMSTEAD DANIEL R	PURCHASE	15.63	9.5K	148.52K	178.27K
Sep 20, 2023	OMSTEAD DANIEL R	PURCHASE	15.88	9.5K	150.83K	168.77K
Mar 23, 2022	GOETZ KATHLEEN	PURCHASE	20.42	74	1.5K	555
Jan 26, 2022	GOETZ KATHLEEN	PURCHASE	21.52	481	10.35K	481
Oct 26, 2020	OMSTEAD DANIEL R	PURCHASE	20.53	5.2K	106.74K	125.41K
Oct 21, 2020	OMSTEAD DANIEL R	PURCHASE	20.68	5.05K	104.43K	120.21K
Sep 23, 2020	BAILEY JEFFREY ALLEN	PURCHASE	20.39	490	9.99K	490
May 21, 2020	OMSTEAD DANIEL R	PURCHASE	21.01	5K	105.05K	110.36K
Mar 17, 2020	OMSTEAD DANIEL R	PURCHASE	16.24	6.8K	110.41K	102.32K
Dec 26, 2018	OMSTEAD DANIEL R	PURCHASE	17.14	6.3K	107.97K	85.41K
Oct 25, 2018	OMSTEAD DANIEL R	PURCHASE	20.43	5.5K	112.34K	79.11K
Oct 17, 2018	OMSTEAD DANIEL R	PURCHASE	21.78	3.88K	84.53K	73.61K
Jan 25, 2018	KENT THOMAS M	PURCHASE	24.19	1.1K	26.6K	1.1K
Jan 06, 2016	GASPERONI TIMOTHY L	PURCHASE	28.98	862	24.98K	862
Jun 29, 2015	STEBBINS LUCINDA H	PURCHASE	35.74	2K	71.48K	6.51K
Jun 04, 2013	OMSTEAD DANIEL R	PURCHASE	21.45	5K	107.26K	33.33K
Mar 19, 2012	POHOTSKY OLEG M	PURCHASE	16.00	200	3.2K	200
Mar 09, 2012	BONNEY MICHAEL W	PURCHASE	15.80	650	10.27K	650
Mar 09, 2012	REARDON WILLIAM S	PURCHASE	15.86	646	10.24K	646
Aug 08, 2011	OMSTEAD DANIEL R	PURCHASE	12.37	8.1K	100.22K	24.49K
Sep 03, 2009	STEBBINS LUCINDA H	PURCHASE	10.50	300	3.15K	5.29K
Aug 06, 2009	OMSTEAD DANIEL R	PURCHASE	10.70	3K	32.1K	14.91K
Nov 26, 2008	OMSTEAD DANIEL R	PURCHASE	8.97	2K	17.94K	11.03K
Oct 10, 2008	OMSTEAD DANIEL R	PURCHASE	11.40	387	4.41K	9.03K
Nov 21, 2007	OMSTEAD DANIEL R	PURCHASE	15.81	400	6.32K	6.8K
Oct 03, 2007	OMSTEAD DANIEL R	PURCHASE	17.40	1.5K	26.1K	6.4K
Aug 21, 2007	STEBBINS LUCINDA H	PURCHASE	16.63	1K	16.63K	4.12K
Aug 03, 2007	OMSTEAD DANIEL R	PURCHASE	16.79	1K	16.79K	4.8K
Dec 27, 2006	STEBBINS LUCINDA H	PURCHASE	16.41	3K	49.23K	3K
Apr 01, 2005	OMSTEAD DANIEL R	PURCHASE	16.30	2.7K	44.01K	3.54K
Jul 29, 2004	OMSTEAD DANIEL R	PURCHASE	16.75	300	5.03K	300
Jun 28, 2004	MACK ROBERT P	PURCHASE	16.80	1.25K	20.93K	3.91K
Jun 25, 2004	LEWIN LAWRENCE S	PURCHASE	16.80	1.49K	25K	4.36K

Frequently Asked Questions