How many institutions own HYT 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 HYT shares is 166, representing 20.87% of the company's common stock.

Who are the major shareholders selling BlackRock Corporate High Yield Fund, Inc. stock?

UBS GROUP AG, in the last quarter, reduced its stake in HYT by -22.98% restricting it's holding to 272.62 thousand shares of worth nearly $2.32M. PRIVATE ADVISOR GROUP, LLC also lessened -0.11% of the HYT shares from its portfolio, reducing its holding to 281.03 thousand shares of worth $2.39M. COMMONWEALTH EQUITY SERVICES, LLC also shunned HYT shares holding by -3.62% last quarter which brought its holding to 295.12 thousand shares worth $2.51M.

Investors who are buying HYT stock?

As per its latest 13F filing, COVENANT ASSET MANAGEMENT, LLC increased its stake in HYT by 1.98% in the last quarter. The institutional holder raised its holding to 186.15 thousand shares having worth more than $1.59M. ACTIVEST WEALTH MANAGEMENT also added 12.63% more shares of HYT to its portfolio, raising its holding to 189.91 thousand shares of worth $1.62M. PATHWAY FINANCIAL ADVISERS, LLC also increased its HYT shares holding by 0.82% which brought its holding to 216.22 thousand shares worth $1.84M.

HYT's major insiders: who are they?

The insider with the most stakes in HYT is Keenan James , at the company. Additionally, HYT stock is highly held by Portfolio Manager Delbos David and director Egan Cynthia among others.

Did an insider recently sell HYT stock?

Company executives, directors, and other insiders own 0.05% percent of BlackRock Corporate High Yield Fund, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which HYT insiders have sold stock, totaling 10.48K shares. Insiders that have sold shares include KESTER W CARL and LYNCH CATHERINE A..

Which insider recently purchased HYT stock?

There have been 1 transaction(s) during the past 6-months in which BlackRock Corporate High Yield Fund, Inc. insiders have bought stock, totalling 100000 shares

How much of HYT does insiders own?

Around 205.51K BlackRock Corporate High Yield Fund, Inc. shares are held by insiders, which represents about 0.05% of HYT stock.

Who is the insider with the largest stake?

HYT , Keenan James holds the largest portfolio of the company's shares. HYT shares owned by Keenan total nearly 237.14 thousand.

Which institution holds the most shares in HYT?

COVENANT ASSET MANAGEMENT, LLC is the largest institutional owner in HYT which holds 186.15 thousand shares worth $1.59M or 0.12% of the total HYT shares outstanding followed by ACTIVEST WEALTH MANAGEMENT with ownership of 189.91 thousand shares representing 0.12% of the HYT ownership. PATHWAY FINANCIAL ADVISERS, LLC is the third largest stakeholder with 216.22 thousand shares or 0.14% of the ownership worth more than $1.84M.

Is BlackRock Corporate High Yield Fund, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the HYT is concerned, it is a stock which is not optionable.

Is there a short position on HYT's shares?

Number of HYT 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 HYT shares are there?

As of today, null shares of HYT are outstanding.

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

HYT 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 HYT is null.

BlackRock Corporate High Yield Fund (HYT) 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

0.05% Percentage of Shares held by All Insiders

20.87% Percentage of Shares held by All Institutions

20.88% Percentage of Float held by Institutions

166

Number of Institutions Holding Shares

Institutional Ownership

About 20.87% of HYT shares are held by financial institutions. COVENANT ASSET MANAGEMENT, LLC is the top corporate investor, holding 186.15K shares valued at $1.59M. A 0.12% stake in BlackRock Corporate High Yield Fund, Inc. is owned by the company. ACTIVEST WEALTH MANAGEMENT owns 189.91K shares valued at $1.62M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	COVENANT ASSET MANAGEMENT, LLC	0.12%	186.15K	1.59M	3.61K	+1.98%
Mar 31, 2026	ACTIVEST WEALTH MANAGEMENT	0.12%	189.91K	1.62M	21.3K	+12.63%
Mar 31, 2026	PATHWAY FINANCIAL ADVISERS, LLC	0.14%	216.22K	1.84M	1.77K	+0.82%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.14%	227.02K	1.93M	24.63K	+12.17%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.14%	227.38K	1.94M	80.8K	+55.12%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	228.34K	1.95M	3.54K	+1.58%
Mar 31, 2026	UBS GROUP AG	0.17%	272.62K	2.32M	-81.34K	-22.98%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.17%	278.7K	2.37M	46.45K	+20.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.18%	281.03K	2.39M	-323	-0.11%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	295.12K	2.51M	-11.09K	-3.62%
Mar 31, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.19%	300.92K	2.56M	179.67K	+148.18%
Mar 31, 2026	RAREVIEW CAPITAL LLC	0.19%	307.2K	3M	307.2K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.2%	315.1K	2.68M	-6.03K	-1.88%
Mar 31, 2026	LAKE STREET FINANCIAL LLC	0.26%	419.48K	3.57M	20.4K	+5.11%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	0.55%	884.65K	7.54M	124.25K	+16.34%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.6%	959.67K	8.18M	36.23K	+3.92%
Mar 31, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	0.74%	1.19M	10.15M	1.19M	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.82%	1.31M	11.2M	863.16K	+191.45%
Mar 31, 2026	LPL FINANCIAL LLC	0.83%	1.33M	11.36M	-30.19K	-2.21%
Mar 31, 2026	INVESCO LTD.	1.56%	2.49M	21.25M	860.69K	+52.71%
Mar 31, 2026	YAKIRA CAPITAL MANAGEMENT, INC.	2.22%	3.56M	30.34M	2.66M	+296.86%
Mar 31, 2026	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.84%	4.55M	38.79M	755.67K	+19.90%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	3.26%	5.23M	44.54M	4.88M	+1,392.94%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	50.91K	433.79K	-19.7K	-27.90%
Mar 31, 2026	BCI SECURITIES, INC.	0.03%	52.91K	450.82K	0	0
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.04%	56.01K	477.2K	56.01K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.04%	58.25K	496.26K	5.62K	+10.69%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.04%	61.96K	529.72K	196	+0.32%
Mar 31, 2026	CREEKSIDE PARTNERS	0.04%	62.66K	533.88K	-20.89K	-25.00%
Mar 31, 2026	GRANITE INVESTMENT PARTNERS, LLC	0.04%	68.81K	586.25K	12.69K	+22.60%
Mar 31, 2026	RIVERBRIDGE PARTNERS LLC	0.04%	69.42K	591.48K	69.42K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.05%	72.53K	617.95K	72.53K	+100.00%
Mar 31, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.05%	77.29K	658.49K	0	0
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.05%	80.77K	688.18K	0	0
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.05%	85.42K	727.74K	-1.9K	-2.18%
Mar 31, 2026		0.05%	85.73K	730.41K	85.73K	+100.00%
Mar 31, 2026	TEMPUS WEALTH PLANNING, LLC	0.06%	100K	852K	50K	+100.00%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.06%	102.22K	870.87K	102.22K	+100.00%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.07%	105.42K	898.17K	-3.93K	-3.59%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.07%	106.83K	910.16K	6.03K	+5.99%
Mar 31, 2026	MARKS GROUP WEALTH MANAGEMENT, INC	0.07%	113.36K	965.83K	-9.53K	-7.76%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	127.82K	1.09M	1.78K	+1.42%
Mar 31, 2026	LIDO ADVISORS, LLC	0.08%	132.09K	1.13M	2.87K	+2.22%
Mar 31, 2026	JANE STREET GROUP, LLC	0.08%	134.6K	1.15M	-236.35K	-63.72%
Mar 31, 2026	TRUEMARK INVESTMENTS, LLC	0.08%	135.9K	1.16M	135.9K	+100.00%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.09%	144.13K	1.23M	8.38K	+6.17%
Mar 31, 2026	ROBBINS FARLEY	0.1%	165.34K	1.41M	24.7K	+17.56%
Mar 31, 2026	UNCOMMON CENTS INVESTING LLC	0.11%	172.55K	1.47M	79.69K	+85.82%
Mar 31, 2026	RDA FINANCIAL NETWORK	0.11%	182.36K	1.55M	500	+0.27%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	321.14K	2.86M	400	+0.12%
Dec 31, 2025	UNCOMMON CENTS INVESTING LLC	0.06%	92.86K	826.45K	18.99K	+25.70%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	100.79K	897.06K	-1.84K	-1.80%
Dec 31, 2025	MAREX GROUP PLC	0.07%	107.47K	956.44K	92.07K	+597.82%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.08%	109.35K	973.21K	-5.88K	-5.10%
Dec 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.08%	121.25K	1.08M	14.55K	+13.64%
Dec 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.08%	122.89K	1.09M	0	0
Dec 31, 2025	LIDO ADVISORS, LLC	0.09%	129.22K	1.23M	105	+0.08%
Dec 31, 2025	ROBBINS FARLEY	0.1%	140.64K	1.25M	26.22K	+22.91%
Dec 31, 2025	RDA FINANCIAL NETWORK	0.13%	181.86K	1.62M	7.35K	+4.21%
Dec 31, 2025	COVENANT ASSET MANAGEMENT, LLC	0.13%	182.53K	1.62M	4.56K	+2.56%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	202.39K	1.8M	-11.41K	-5.34%
Dec 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.15%	214.45K	1.91M	1.68K	+0.79%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	232.25K	2.06M	11.84K	+5.37%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	280.31K	2.49M	50.03K	+21.73%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	306.21K	2.73M	-7.32K	-2.34%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.06%	87.32K	777.11K	-68	-0.08%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.37%	530.31K	4.72M	23.36K	+4.61%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	126.04K	1.12M	11.82K	+10.35%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.11%	162.64K	1.45M	-80.22K	-33.03%
Dec 31, 2025	OAK HILL ADVISORS LP	0.62%	892K	7.94M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.62%	897.95K	7.99M	17.64K	+2.00%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.63%	909.71K	8.1M	121.9K	+15.47%
Dec 31, 2025	INVESCO LTD.	1.13%	1.63M	14.53M	181.88K	+12.53%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	42.45K	374.41K	3.4K	+8.70%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	48.45K	431.18K	-5.71K	-10.55%
Dec 31, 2025	RAMIAH INVESTMENT GROUP	0.03%	48.5K	431.62K	-1.75K	-3.49%
Dec 31, 2025	TEMPUS WEALTH PLANNING, LLC	0.03%	50K	445K	-39.9K	-44.38%
Dec 31, 2025	CABLE CAR CAPITAL LLC	0.03%	50K	445M	50K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.04%	52.62K	468.35K	1.04K	+2.01%
Dec 31, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.04%	56.12K	499.5K	1.17K	+2.14%
Dec 31, 2025	COMERICA BANK	0.04%	61.07K	543.56K	0	0
Dec 31, 2025	KOVACK ADVISORS, INC.	0.04%	61.76K	549.66M	250	+0.41%
Dec 31, 2025		0.11%	155.48K	1.38M	155.48K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	63.07K	561.34K	8.87K	+16.36%
Dec 31, 2025	PRESPER FINANCIAL ARCHITECTS, LLC	0.05%	67.76K	603.04K	-15.43K	-18.55%
Dec 31, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.02%	32.32K	287.65K	0	0
Dec 31, 2025	CONCORD WEALTH PARTNERS	0.02%	33.69K	299.83K	835	+2.54%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.02%	35.01K	311.59K	-2.48K	-6.61%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	224.8K	2M	-55.31K	-19.75%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.24%	350.14K	3.12M	82.48K	+30.81%
Dec 31, 2025	UBS GROUP AG	0.24%	353.95K	3.15M	-51.05K	-12.61%
Dec 31, 2025	JANE STREET GROUP, LLC	0.26%	370.95K	3.3M	306.88K	+479.00%
Dec 31, 2025	LAKE STREET FINANCIAL LLC	0.28%	399.08K	3.55M	-6.15K	-1.52%
Dec 31, 2025	COHEN & STEERS, INC.	0.28%	405.61K	3.61M	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.31%	450.85K	4.01M	39.43K	+9.59%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.53%	760.4K	6.77M	70.35K	+10.20%
Dec 31, 2025	YAKIRA CAPITAL MANAGEMENT, INC.	0.62%	897.29K	7.99M	897.29K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.64%	923.44K	8.22M	-96.97K	-9.50%
Dec 31, 2025	LPL FINANCIAL LLC	0.94%	1.36M	12.14M	156.07K	+12.92%
Dec 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.62%	3.8M	33.8M	17.06K	+0.45%
Dec 31, 2025	MORGAN STANLEY	4.21%	6.1M	54.28M	-202.71K	-3.22%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.05%	65.41K	582.13K	138	+0.21%
Dec 31, 2025	DIVERSIFIED ENTERPRISES, LLC	0.05%	71.04K	632.28K	71.04K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	76.69K	682.54K	-5.87K	-7.11%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.05%	77.29K	687.86K	-25.42K	-24.75%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	79.7K	709.29K	69.48K	+680.18%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.09%	135.75K	1.21M	128.43K	+1,752.78%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	146.58K	1.3M	9.05K	+6.58%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.03%	36.66K	326.3K	6.12K	+20.05%
Dec 31, 2025	CHOREO, LLC	0.03%	37.74K	338.04K	0	0
Dec 31, 2025	NOMURA HOLDINGS INC	0.03%	38.01K	338.31K	38.01K	+100.00%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.03%	40.77K	362.89K	-835	-2.01%
Dec 31, 2025	INVESTMARK ADVISORY GROUP LLC	0.03%	40.79K	363.07K	268	+0.66%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.03%	42.25K	375.98K	110	+0.26%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.12%	168.61K	1.5M	-36.7K	-17.88%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	281.36K	2.5M	-11.07K	-3.79%
Dec 31, 2025	ROYAL BANK OF CANADA	0.21%	305.91K	2.72M	-2.67K	-0.87%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	80.77K	718.87K	0	0
Dec 31, 2025	KANEN WEALTH MANAGEMENT LLC	0.06%	82K	730K	82K	+100.00%
Dec 31, 2025	CREEKSIDE PARTNERS	0.06%	83.55K	743.57K	18.09K	+27.63%
Sep 30, 2025	COVENANT ASSET MANAGEMENT, LLC	0.12%	177.98K	1.69M	2.95K	+1.69%
Sep 30, 2025	KOVACK ADVISORS, INC.	0.04%	61.51K	584.35K	-2K	-3.15%
Sep 30, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.04%	54.95K	522.02K	1.11K	+2.06%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	54.2K	514.92K	2.63K	+5.10%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	54.16K	514.51K	-3.04K	-5.31%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.04%	51.59K	490.07K	10.08K	+24.30%
Sep 30, 2025	RAMIAH INVESTMENT GROUP	0.03%	50.25K	477.36K	50.25K	+100.00%
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.03%	42.14K	400.29K	5.1K	+13.78%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.03%	41.61K	395.29K	719	+1.76%
Sep 30, 2025	INVESTMARK ADVISORY GROUP LLC	0.03%	40.53K	384.99K	1.13K	+2.86%
Sep 30, 2025	SFMG, LLC	0.03%	40K	380K	40K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	39.05K	370.21K	-3.97K	-9.22%
Sep 30, 2025	CHOREO, LLC	0.03%	37.74K	358.49K	-12.28K	-24.54%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	37.49K	356.13K	-88.48K	-70.24%
Sep 30, 2025	CONCORD WEALTH PARTNERS	0.02%	32.85K	312.11K	792	+2.47%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	230.28K	2.19M	20.07K	+9.55%
Sep 30, 2025	LOGAN STONE CAPITAL, LLC	0.16%	231.52K	2.2M	231.52K	+100.00%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.05%	65.27K	620.06K	-400	-0.61%
Sep 30, 2025	CREEKSIDE PARTNERS	0.05%	65.46K	621.87K	-4.61K	-6.58%
Sep 30, 2025	UNCOMMON CENTS INVESTING LLC	0.05%	73.88K	701.81K	22.57K	+43.98%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	220.41K	2.09M	0	0
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.17%	242.86K	2.31M	-19.25K	-7.34%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.18%	267.66K	2.54M	267.66K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	280.1K	2.66M	2.08K	+0.75%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	292.43K	2.78M	-5.33K	-1.79%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.21%	309.26K	2.94M	269.19K	+671.73%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	313.53K	2.98M	-19.1K	-5.74%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	82.56K	784.32K	-9.1K	-9.92%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.06%	87.38K	830.15K	-142	-0.16%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.06%	89.4K	849.27K	-27.04K	-23.22%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	127.55K	1.21M	18.9K	+17.40%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	213.79K	2.03M	36.24K	+20.41%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.15%	213.83K	2.03M	213.83K	+100.00%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.25%	362.42K	3.44M	362.42K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.28%	405.01K	3.85M	17.47K	+4.51%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0.28%	405.23K	3.85M	34.95K	+9.44%
Sep 30, 2025	COHEN & STEERS, INC.	0.28%	405.61K	3.85M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.28%	411.41K	3.91M	114.35K	+38.49%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.48%	690.04K	6.56M	690.04K	+100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.54%	787.8K	7.48M	8.48K	+1.09%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.61%	880.31K	8.36M	52.52K	+6.34%
Sep 30, 2025	OAK HILL ADVISORS LP	0.62%	892K	8.47M	0	0
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	80.77K	767.33K	0	0
Sep 30, 2025	PRESPER FINANCIAL ARCHITECTS, LLC	0.06%	83.19K	790.28K	1.11K	+1.35%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	320.74K	3.05M	28.12K	+9.61%
Sep 30, 2025	TEMPUS WEALTH PLANNING, LLC	0.06%	89.9K	854.05K	89.9K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	102.64K	975.05K	3.8K	+3.84%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.07%	102.71K	975.75K	102.71K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.08%	115.23K	1.09M	-8.5K	-6.87%
Sep 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.08%	122.89K	1.17M	0	0
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	137.53K	1.35M	0	0
Sep 30, 2025	LIDO ADVISORS, LLC	0.09%	129.12K	1.23M	29.36K	+29.43%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.12%	170.06K	1.62M	170.06K	+100.00%
Sep 30, 2025	RDA FINANCIAL NETWORK	0.12%	174.51K	1.66M	-8.4K	-4.59%
Sep 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.15%	212.77K	2.02M	9.43K	+4.64%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.7%	1.02M	9.69M	28.33K	+2.86%
Sep 30, 2025	ROBBINS FARLEY	0.08%	114.42K	1.09M	18.57K	+19.38%
Sep 30, 2025	LPL FINANCIAL LLC	0.83%	1.21M	11.47M	172.52K	+16.67%
Sep 30, 2025	INVESCO LTD.	1%	1.45M	13.79M	116.69K	+8.74%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.61%	3.78M	35.91M	6.5K	+0.17%
Sep 30, 2025	MORGAN STANLEY	4.35%	6.3M	59.87M	264.8K	+4.39%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	114.22K	1.09M	504	+0.44%
Sep 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.07%	106.7K	1.01M	106.7K	+100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.05%	75.68K	718.93K	75.68K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.35%	506.94K	4.82M	22.32K	+4.61%
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.14%	205.31K	1.95M	16.32K	+8.64%
Sep 30, 2025	ROYAL BANK OF CANADA	0.21%	308.58K	2.93M	20.12K	+6.97%
Jun 30, 2025	LIDO ADVISORS, LLC	0.07%	99.76K	972.66K	27.23K	+37.54%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.61%	3.77M	36.79M	440.35K	+13.21%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.69%	992.08K	9.67M	8.75K	+0.89%
Jun 30, 2025	OAK HILL ADVISORS LP	0.62%	892K	8.7M	-14.12K	-1.56%
Jun 30, 2025	UBS GROUP AG	0.27%	387.54K	3.78M	-80.21K	-17.15%
Jun 30, 2025	COVENANT ASSET MANAGEMENT, LLC	0.12%	175.02K	1.71M	2.68K	+1.56%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.09%	125.97K	1.23M	2.12K	+1.71%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	123.73K	1.21M	-5.67K	-4.38%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	98.84K	963.67K	-684	-0.69%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	220.41K	2.15M	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.06%	87.53K	853.38K	-5.13K	-5.53%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.04%	63.51K	619.22K	1K	+1.60%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	57.2K	557.66K	3.43K	+6.37%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	113.71K	1.11M	5.93K	+5.50%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.04%	50.92K	496.45K	46.4K	+1,026.75%
Jun 30, 2025	CHOREO, LLC	0.03%	50.01K	487.61K	-1.5K	-2.91%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	43.02K	421.13K	14.95K	+53.27%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.03%	40.89K	398.69K	3.43K	+9.16%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.03%	40.07K	390.72K	40.07K	+100.00%
Jun 30, 2025	INVESTMARK ADVISORY GROUP LLC	0.03%	39.4K	384.16K	213	+0.54%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.03%	37.03K	363.28K	100	+0.27%
Jun 30, 2025	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.02%	32.4K	315.9K	-3.6K	-10.00%
Jun 30, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.02%	32.32K	315.12K	0	0
Jun 30, 2025	CONCORD WEALTH PARTNERS	0.02%	32.06K	312.6K	764	+2.44%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.02%	31.64K	308.51K	-960	-2.94%
Jun 30, 2025	KESLER, NORMAN & WRIDE, LLC	0.02%	31.07K	302.97K	-324	-1.03%
Jun 30, 2025	INVESCO LTD.	0.92%	1.33M	13.01M	24.25K	+1.85%
Jun 30, 2025	LPL FINANCIAL LLC	0.71%	1.04M	10.09M	80.99K	+8.49%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.57%	827.79K	8.07M	5.74K	+0.70%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.54%	779.32K	7.6M	424	+0.05%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	210.21K	2.05M	37.68K	+21.84%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	137.53K	1.34M	10.65K	+8.39%
Jun 30, 2025	JANE STREET GROUP, LLC	0.04%	58.75K	572.77K	58.75K	+100.00%
Jun 30, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.04%	53.84K	524.93K	1.08K	+2.04%
Jun 30, 2025	UNCOMMON CENTS INVESTING LLC	0.04%	51.31K	500.27K	14.8K	+40.54%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	297.76K	2.9M	20.93K	+7.56%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.21%	297.07K	2.9M	35.38K	+13.52%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	278.03K	2.71M	-12.85K	-4.42%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.18%	262.11K	2.56M	-36.44K	-12.20%
Jun 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.14%	203.34K	1.98M	9.29K	+4.79%
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.13%	188.98K	1.84M	-8.53K	-4.32%
Jun 30, 2025	RDA FINANCIAL NETWORK	0.13%	182.91K	1.78M	3.5K	+1.95%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	177.55K	1.73M	7.16K	+4.20%
Jun 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.08%	122.89K	1.2M	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	116.44K	1.14M	49.92K	+75.04%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	108.65K	1.06M	25.05K	+29.96%
Jun 30, 2025	ROBBINS FARLEY	0.07%	95.85K	934.55K	2.85K	+3.06%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	91.66K	893.65K	10.14K	+12.44%
Jun 30, 2025		0.06%	82.08K	800K	82.08K	+100.00%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	80.77K	787.53K	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	70.65K	689.28K	0	0
Jun 30, 2025	CREEKSIDE PARTNERS	0.05%	70.07K	683.2K	376	+0.54%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	65.58K	639.37K	-8.3K	-11.24%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.04%	62.98K	614.01K	42.98K	+214.88%
Jun 30, 2025	COMERICA BANK	0.04%	61.07K	595.47K	0	0
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.05%	65.67K	640.28K	980	+1.51%
Jun 30, 2025	MORGAN STANLEY	4.17%	6.04M	58.86B	11.3K	+0.19%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.33%	484.62K	4.73M	-138.83K	-22.27%
Jun 30, 2025	COHEN & STEERS, INC.	0.28%	405.61K	3.96M	0	0
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0.26%	370.28K	3.61M	-17.78K	-4.58%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	332.64K	3.24M	-39.19K	-10.54%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	292.61K	2.85M	584	+0.20%
Jun 30, 2025	ROYAL BANK OF CANADA	0.2%	288.47K	2.81M	-6.84K	-2.32%
Jun 30, 2025	PRESPER FINANCIAL ARCHITECTS, LLC	0.06%	82.08K	800K	82.08K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	51.57K	502.82K	6.95K	+15.59%
Mar 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.13%	194.05K	1.86M	3.04K	+1.59%
Mar 31, 2025		0.04%	64.69K	619.72K	-28	-0.04%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.54%	778.9K	7.46M	3.86K	+0.50%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.68%	983.33K	9.42M	677.63K	+221.66%
Mar 31, 2025	INVESCO LTD.	0.91%	1.31M	12.55M	72.44K	+5.85%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	2.3%	3.33M	31.93M	-8.48K	-0.25%
Mar 31, 2025	MORGAN STANLEY	4.16%	6.03M	57.73M	18.08K	+0.30%
Mar 31, 2025	RDA FINANCIAL NETWORK	0.12%	179.41K	1.72M	3.8K	+2.16%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	80.77K	773.79K	-1.03K	-1.26%
Mar 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.14%	197.52K	1.89M	0	0
Mar 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	58.38K	559.25K	11.73K	+25.15%
Mar 31, 2025	COMERICA BANK	0.04%	61.07K	585.09K	0	0
Mar 31, 2025	CIRCLE WEALTH MANAGEMENT, LLC	0.04%	61.36K	587.87K	0	0
Mar 31, 2025	KOVACK ADVISORS, INC.	0.04%	62.51K	598.85K	4K	+6.84%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	66.52K	637.28K	197	+0.30%
Mar 31, 2025	CREEKSIDE PARTNERS	0.05%	69.7K	667.69K	-1.67K	-2.34%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	70.65K	676.84K	5.6K	+8.60%
Mar 31, 2025	LIDO ADVISORS, LLC	0.05%	72.53K	694.84K	-2.53K	-3.37%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	73.88K	707.76K	-31.57K	-29.94%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.06%	92.65K	887.61K	-1.9K	-2.00%
Mar 31, 2025	ROBBINS FARLEY	0.06%	93K	890.98K	2.04K	+2.24%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.07%	97.13K	952.86K	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	99.52K	953.42K	3.51K	+3.65%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	107.79K	1.03M	16.18K	+17.66%
Mar 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.08%	122.89K	1.18M	0	0
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.09%	123.84K	1.19M	37.84K	+43.99%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.09%	126.88K	1.22M	11.36K	+9.84%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	129.4K	1.24M	-25.95K	-16.70%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	170.39K	1.63M	9.85K	+6.13%
Mar 31, 2025	COVENANT ASSET MANAGEMENT, LLC	0.12%	172.34K	1.65M	5.44K	+3.26%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	220.41K	2.11M	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.18%	261.68K	2.51M	26.17K	+11.11%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	276.83K	2.65M	4.69K	+1.72%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	290.88K	2.79M	61.6K	+26.86%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	292.03K	2.8M	18.18K	+6.64%
Mar 31, 2025	ROYAL BANK OF CANADA	0.2%	295.31K	2.83M	-343.44K	-53.77%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.21%	298.55K	2.86M	130.68K	+77.84%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	371.82K	3.56M	8.48K	+2.34%
Mar 31, 2025	LAKE STREET FINANCIAL LLC	0.27%	388.05K	3.72M	-4.35K	-1.11%
Mar 31, 2025	COHEN & STEERS, INC.	0.28%	405.61K	3.89M	0	0
Mar 31, 2025	UBS GROUP AG	0.32%	467.75K	4.48M	-28.65K	-5.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.43%	623.45K	5.97M	-166.54K	-21.08%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.57%	822.05K	7.86M	621.75K	+310.41%
Mar 31, 2025	OAK HILL ADVISORS LP	0.63%	906.12K	8.68M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.66%	954.05K	9.14M	20.93K	+2.24%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	172.53K	1.65M	6.22K	+3.74%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	81.51K	780.89K	-1.58K	-1.90%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	83.61K	800.96K	2.3K	+2.83%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.04%	58.45K	559.9K	32.7K	+127.03%
Mar 31, 2024	COVENANT ASSET MANAGEMENT, LLC	0.14%	161.3K	1.58M	5.8K	+3.73%
Mar 31, 2024	PATHWAY FINANCIAL ADVISERS, LLC	0.15%	173.91K	1.7M	173.91K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	176.59K	1.73M	19.89K	+12.69%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.16%	188K	1.84M	94.26K	+100.55%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.14%	165.61K	1.62M	-3.89K	-2.29%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.15%	173.04K	1.69M	153.26K	+774.87%
Mar 31, 2024		0.15%	173.91K	1.7M	173.91K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.53%	619.79K	6.07M	8.64K	+1.41%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	47.07K	460.79K	66	+0.14%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.04%	47.79K	467.88K	1.43K	+3.07%
Mar 31, 2024	GRANITE INVESTMENT PARTNERS, LLC	0.04%	48.77K	477.5K	948	+1.98%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.07%	86.8K	849.79K	-8.39K	-8.81%
Mar 31, 2024	UBS GROUP AG	0.46%	548.01K	5.36M	20.76K	+3.94%
Mar 31, 2024	LPL FINANCIAL LLC	0.7%	826.57K	8.09M	167.61K	+25.44%
Mar 31, 2024	OAK HILL ADVISORS LP	0.77%	906.12K	8.87M	-7.96K	-0.87%
Mar 31, 2024	INVESCO LTD.	0.81%	956.9K	9.37M	-513.15K	-34.91%
Mar 31, 2024	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.03%	30.6K	299.57K	30.6K	+100.00%
Mar 31, 2024	SMH CAPITAL ADVISORS INC	0.03%	31.75K	310.8K	2.9K	+10.06%
Mar 31, 2024	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.03%	32.32K	316.41K	21.15K	+189.35%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.03%	33.26K	325.63K	-1.76K	-5.03%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.03%	33.75K	330.41K	1.08K	+3.31%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	33.79K	330.78K	904	+2.75%
Mar 31, 2024	9258 WEALTH MANAGEMENT, LLC	0.03%	34.27K	335.54K	0	0
Mar 31, 2024	KESLER, NORMAN & WRIDE, LLC	0.03%	35.92K	351.7K	-548	-1.50%
Mar 31, 2024	ACTIVEST WEALTH MANAGEMENT	0.03%	36.54K	357.69K	33.31K	+1,032.20%
Mar 31, 2024	UNCOMMON CENTS INVESTING LLC	0.03%	37.81K	370.16K	-2.29K	-5.72%
Mar 31, 2024	TCG ADVISORY SERVICES, LLC	0.03%	38.67K	378.55K	-124	-0.32%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.04%	43K	420.93K	5.35K	+14.20%
Mar 31, 2024	KOVACK ADVISORS, INC.	0.04%	45.21K	442.61K	7.7K	+20.53%
Mar 31, 2024	MCGOWAN GROUP ASSET MANAGEMENT, INC.	3.38%	3.99M	39.06M	37.56K	+0.95%
Mar 31, 2024	MORGAN STANLEY	4.78%	5.64M	55.24M	380.59K	+7.23%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.04%	47.01K	460.24K	1.92K	+4.26%
Mar 31, 2024	CIRCLE WEALTH MANAGEMENT, LLC	0.05%	61.36K	600.76K	0	0
Mar 31, 2024	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.05%	64K	626.56K	64K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.06%	65.33K	639.53K	700	+1.08%
Mar 31, 2024	LIDO ADVISORS, LLC	0.06%	66.1K	647.11K	2.36K	+3.70%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	72.57K	710.41K	7.69K	+11.85%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	76.95K	753.36K	7.41K	+10.66%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.07%	78.64K	769.91K	-125	-0.16%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.07%	79.9K	782K	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.07%	83.89K	821.32K	11.38K	+15.69%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.07%	84.42K	830K	15.81K	+23.04%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.07%	86.84K	850.11K	-1.05K	-1.19%
Mar 31, 2024	HRT FINANCIAL LP	0.08%	92.92K	909K	92.92K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.09%	103.08K	1.01M	103.08K	+100.00%
Mar 31, 2024	MARKS GROUP WEALTH MANAGEMENT, INC	0.1%	116.88K	1.14M	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.11%	125.55K	1.23M	-9.15K	-6.79%
Mar 31, 2024	CETERA ADVISORS LLC	0.11%	130.68K	1.28M	30.14K	+29.98%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.11%	133.71K	1.31M	-19.81K	-12.90%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.12%	136.48K	1.34M	2.62K	+1.96%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.12%	143.09K	1.4M	-42.64K	-22.96%
Mar 31, 2024	RDA FINANCIAL NETWORK	0.13%	153.46K	1.5M	900	+0.59%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.18%	206.73K	2.02M	35.44K	+20.69%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.18%	217.15K	2.13M	-10.27K	-4.51%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.19%	225.69K	2.21M	-13.28K	-5.56%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.22%	262.77K	2.57M	205.39K	+357.95%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.23%	269.41K	2.64M	-10K	-3.58%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.26%	306.21K	3M	60.91K	+24.83%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	384.71K	3.77M	384.71K	+100.00%
Mar 31, 2024	LAKE STREET FINANCIAL LLC	0.34%	401.55K	3.93M	74.7K	+22.85%
Mar 31, 2024	COHEN & STEERS, INC.	0.38%	445.61K	4.36M	0	0
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.41%	481.34K	4.71M	71.4K	+17.42%
Mar 31, 2024	ROYAL BANK OF CANADA	0.45%	525.73K	5.15M	2.57K	+0.49%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.92%	1.08M	10.61M	-1.69K	-0.16%
Dec 31, 2023	COHEN & STEERS, INC.	0.38%	445.61K	4.2M	0	0
Dec 31, 2023	UBS GROUP AG	0.45%	527.25K	4.97M	-79.94K	-13.17%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.52%	611.15K	5.76M	93.3K	+18.02%
Dec 31, 2023	LPL FINANCIAL LLC	0.56%	658.96K	6.21M	96.17K	+17.09%
Dec 31, 2023	OAK HILL ADVISORS LP	0.77%	914.08K	8.62M	-190.31K	-17.23%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.92%	1.09M	10.23M	75.1K	+7.44%
Dec 31, 2023	INVESCO LTD.	1.25%	1.47M	13.86M	53.02K	+3.74%
Dec 31, 2023	BRAMSHILL INVESTMENTS, LLC	1.87%	2.21M	20.82M	22.27K	+1.02%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	3.35%	3.95M	37.27M	570.29K	+16.86%
Dec 31, 2023	MORGAN STANLEY	4.46%	5.26M	49.62M	192.13K	+3.79%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.04%	46.37K	437.23K	642	+1.40%
Dec 31, 2023	SIGMA PLANNING CORP	0.04%	46.45K	438.05K	-47.56K	-50.59%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	47K	443.23K	-3.57K	-7.06%
Dec 31, 2023	GRANITE INVESTMENT PARTNERS, LLC	0.04%	47.83K	451K	-3.97K	-7.67%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.05%	57.38K	541.1K	779	+1.38%
Dec 31, 2023	CIRCLE WEALTH MANAGEMENT, LLC	0.05%	61.36K	578.67K	0	0
Dec 31, 2023	LIDO ADVISORS, LLC	0.05%	63.74K	601.09K	63.74K	+100.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.05%	64.63K	609.41K	200	+0.31%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	64.88K	611.82K	-5.86K	-8.29%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	66.16K	7.02M	66.16K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.06%	68.61K	649K	-6.88K	-9.11%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	69.54K	655.78K	8.38K	+13.71%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.06%	72.52K	683.85K	26.69K	+58.25%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.07%	78.77K	742.77K	-3.86K	-4.67%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.07%	79.9K	753K	79.9K	+100.00%
Dec 31, 2023	AEGON USA INVESTMENT MANAGEMENT, LLC	0.07%	86.32K	814K	0	0
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.07%	87.88K	818.85K	4.53K	+5.43%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.08%	93.74K	884K	71.5K	+321.52%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.08%	95.19K	900.39K	10.86K	+12.87%
Dec 31, 2023	CETERA ADVISORS LLC	0.09%	100.54K	948.11K	4.96K	+5.19%
Dec 31, 2023	JPMORGAN CHASE & CO	0.09%	100.72K	949.83K	100.56K	+62,461.49%
Dec 31, 2023	MARKS GROUP WEALTH MANAGEMENT, INC	0.1%	116.88K	1.1M	0	0
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	130.58K	1.23M	130.58K	+100.00%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.11%	133.86K	1.26M	-6.2K	-4.43%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.11%	134.7K	1.27M	-13.3K	-8.99%
Dec 31, 2023	RDA FINANCIAL NETWORK	0.13%	152.56K	1.44M	2.05K	+1.36%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.13%	153.52K	1.45M	-27K	-14.95%
Dec 31, 2023	COVENANT ASSET MANAGEMENT, LLC	0.13%	155.5K	1.47M	-8.36K	-5.10%
Dec 31, 2023	ROYAL BANK OF CANADA	0.44%	523.16K	4.93M	14.71K	+2.89%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	156.7K	1.48M	30.4K	+24.07%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.14%	169.5K	1.6M	-1.41K	-0.83%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.15%	171.3K	1.62M	-10.14K	-5.59%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.16%	185.73K	1.8M	-14.4K	-7.20%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	0.18%	217.77K	2.05M	-2.04M	-90.34%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.19%	227.42K	2.14M	20.02K	+9.65%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.2%	238.97K	2.25M	-958	-0.40%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.21%	245.29K	2.31M	-33.37K	-11.98%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.24%	279.41K	2.64M	0	0
Dec 31, 2023	LAKE STREET FINANCIAL LLC	0.28%	326.85K	3.08M	87.35K	+36.47%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.35%	409.94K	3.87M	17.86K	+4.56%

Insiders

Among the HYT insiders holding of 0.05% of the stake in company, KEENAN JAMES, , holds the largest shares of 237.14K. DELBOS DAVID, Portfolio Manager, is the second largest HYT insider with ownership of 205.51K shares. EGAN CYNTHIA, director, stands third with possession of 13.55K shares of that stake.

Insiders	Designation	Shares Held
KEENAN JAMES		237.14K
DELBOS DAVID	Portfolio Manager	205.51K
EGAN CYNTHIA	director	13.55K
SCHOENHOFEN DEREK		9.55K
EVANS B DANIEL	Portfolio Manager	1K
CASTELLANO MICHAEL J	director	800
GABBAY HENRY	director	150
HARRIS JERROLD B	director	100
BECKWITH GEORGE NICHOLAS III	director	100
CAVANAGH RICHARD	director	100
HARRIS STAYCE D.	director	10
KESTER W CARL	director	0
LYNCH CATHERINE A.	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 03, 2026	DELBOS DAVID	PURCHASE	8.68	100K	868K	205.51K
Jan 12, 2026	KESTER W CARL	SALE	0.00	440	-	0
Jan 12, 2026	LYNCH CATHERINE A.	SALE	0.00	10.04K	-	0
Oct 29, 2024	HARRIS STAYCE D.	PURCHASE	9.85	10	98.5	10
Mar 10, 2020	KEENAN JAMES	PURCHASE	10.07	50K	503.37K	237.14K
Jan 16, 2019	GABBAY HENRY	PURCHASE	9.72	140	1.36K	150
Jan 15, 2019	GABBAY HENRY	PURCHASE	9.73	10	97.3	10
Feb 06, 2018	KEENAN JAMES	PURCHASE	10.66	50K	533.22K	187.14K
Dec 26, 2017	LYNCH CATHERINE A.	PURCHASE	10.98	4.83K	52.98K	5.43K
Jun 12, 2017	LYNCH CATHERINE A.	PURCHASE	11.14	600	6.68K	600
Apr 28, 2017	EGAN CYNTHIA	PURCHASE	11.24	4.5K	50.57K	13.55K
Jan 10, 2017	EGAN CYNTHIA	PURCHASE	11.05	9.05K	100.05K	9.05K
Nov 15, 2016	KEENAN JAMES	PURCHASE	10.17	25K	254.25K	137.6K
Nov 14, 2016	KEENAN JAMES	PURCHASE	9.98	15K	149.7K	112.67K
Oct 05, 2015	KEENAN JAMES	PURCHASE	9.96	10K	99.6K	96.64K
Aug 20, 2015	KEENAN JAMES	PURCHASE	10.05	10K	100.5K	86.64K
Aug 07, 2015	SCHOENHOFEN DEREK	PURCHASE	10.45	4.1K	42.87K	9.55K
Jul 31, 2015	SCHOENHOFEN DEREK	PURCHASE	10.53	1K	10.53K	5.45K
Jul 30, 2015	SCHOENHOFEN DEREK	PURCHASE	10.43	2K	20.86K	4.45K
Mar 01, 2012	CASTELLANO MICHAEL J	PURCHASE	12.53	800	10.02K	800
Jan 15, 2010	GABBAY HENRY	PURCHASE	10.95	100	1.1K	100
Feb 15, 2008	HARRIS JERROLD B	PURCHASE	10.98	100	1.1K	100
Dec 21, 2007	CAVANAGH RICHARD	PURCHASE	11.61	100	1.16K	100
Dec 20, 2007	BECKWITH GEORGE NICHOLAS III	PURCHASE	11.61	100	1.16K	100
Dec 01, 2004	EVANS B DANIEL	PURCHASE	15.07	1K	15.07K	1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE100K1

SALES10.48K2

NET SHARES89.52K1

SHARES HELD205.51K3

% NET SHARES-56.44%-66.67%

Frequently Asked Questions