How many institutions own IGR 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 IGR shares is 126, representing 23.44% of the company's common stock.

Who are the major shareholders selling CBRE Global Real Estate Income Fund stock?

KESTRA PRIVATE WEALTH SERVICES, LLC, in the last quarter, reduced its stake in IGR by -56.04% restricting it's holding to 18.97 thousand shares of worth nearly $83.08K. SIGMA PLANNING CORP also lessened -0.21% of the IGR shares from its portfolio, reducing its holding to 19.92 thousand shares of worth $87.25K. PARK AVENUE SECURITIES LLC also shunned IGR shares holding by -18.69% last quarter which brought its holding to 34.19 thousand shares worth $150.00K.

Investors who are buying IGR stock?

As per its latest 13F filing, PINNACLE WEALTH PLANNING SERVICES, INC. increased its stake in IGR by 100% in the last quarter. The institutional holder raised its holding to 20.83 thousand shares having worth more than $91.21K. ECLECTIC ASSOCIATES INC /ADV also added 100% more shares of IGR to its portfolio, raising its holding to 24.02 thousand shares of worth $105.20K. also increased its IGR shares holding by 100% which brought its holding to 154.57 thousand shares worth $677.02M.

IGR's major insiders: who are they?

The insider with the most stakes in IGR is SMITH JOSEPH P , President & CEO at the company. Additionally, IGR stock is highly held by director FERGUSON T RITSON and director Greis Leslie E among others.

Did an insider recently sell IGR stock?

Company executives, directors, and other insiders own N/A percent of CBRE Global Real Estate Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which IGR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MINIMAN JONATHAN D, SUTTON RICHARD L, and FERGUSON T RITSON.

Which insider recently purchased IGR stock?

There have been 3 transaction(s) during the past 6-months in which CBRE Global Real Estate Income Fund insiders have bought stock, totalling 50286 shares

How much of IGR does insiders own?

Around 273.8K CBRE Global Real Estate Income Fund shares are held by insiders, which represents about N/A of IGR stock.

Who is the insider with the largest stake?

IGR President & CEO, SMITH JOSEPH P holds the largest portfolio of the company's shares. IGR shares owned by SMITH total nearly 114.84 thousand.

Which institution holds the most shares in IGR?

CAPTRUST FINANCIAL ADVISORS is the largest institutional owner in IGR which holds 18.96 thousand shares worth $83.03K or 0.01% of the total IGR shares outstanding followed by KESTRA PRIVATE WEALTH SERVICES, LLC with ownership of 18.97 thousand shares representing 0.01% of the IGR ownership. SIGMA PLANNING CORP is the third largest stakeholder with 19.92 thousand shares or 0.01% of the ownership worth more than $87.25K.

Is CBRE Global Real Estate Income Fund 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 IGR is concerned, it is a stock which is not optionable.

Is there a short position on IGR's shares?

Number of IGR 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 IGR shares are there?

As of today, null shares of IGR are outstanding.

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

IGR 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 IGR is null.

CBRE Global Real Estate Income Fund (IGR) 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

N/A Percentage of Shares held by All Insiders

23.44% Percentage of Shares held by All Institutions

23.44% Percentage of Float held by Institutions

126

Number of Institutions Holding Shares

Institutional Ownership

About 23.44% of IGR shares are held by financial institutions. CAPTRUST FINANCIAL ADVISORS is the top corporate investor, holding 18.96K shares valued at $83.03K. A 0.01% stake in CBRE Global Real Estate Income Fund is owned by the company. KESTRA PRIVATE WEALTH SERVICES, LLC owns 18.97K shares valued at $83.08K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.01%	18.96K	83.03K	0	0
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.01%	18.97K	83.08K	-24.18K	-56.04%
Dec 31, 2025	SIGMA PLANNING CORP	0.01%	19.92K	87.25K	-42	-0.21%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	20.83K	91.21K	20.83K	+100.00%
Dec 31, 2025	ECLECTIC ASSOCIATES INC /ADV	0.02%	24.02K	105.2K	24.02K	+100.00%
Dec 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.02%	25.5K	111.69K	0	0
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.02%	34.19K	150K	-7.86K	-18.69%
Dec 31, 2025	ALTERI WEALTH LLC	0.02%	35.49K	155.44K	-8K	-18.40%
Dec 31, 2025		0.1%	154.57K	677.02M	154.57K	+100.00%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.11%	165.22K	723.68K	-132.78K	-44.56%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	182.55K	799.55K	-9.1K	-4.75%
Dec 31, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.12%	185.6K	812.94K	26.55K	+16.69%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.13%	191.07K	836.87K	-25.47K	-11.76%
Dec 31, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.13%	192K	840.96K	63K	+48.84%
Dec 31, 2025	180 WEALTH ADVISORS, LLC	0.13%	198.86K	870.99K	23.69K	+13.52%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.14%	215.38K	943.38K	35.93K	+20.02%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	228.75K	1M	-155.28K	-40.43%
Dec 31, 2025	QUARRY LP	0.3%	445.5K	1.95M	445.5K	+100.00%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.33%	498.17K	2.18M	498.17K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.83%	1.24M	5.43M	224.7K	+22.15%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.92%	1.37M	6.02M	1.37M	+100.00%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.02%	36.67K	160.62M	36.67K	+100.00%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.02%	37.14K	162.67K	-1.34K	-3.48%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	37.14K	162.67K	37.14K	+100.00%
Dec 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.21%	318.08K	1.39M	14.06K	+4.62%
Dec 31, 2025	WEALTHTRUST AXIOM LLC	0.22%	330.24K	1.45M	-3.26K	-0.98%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	376.23K	1.65M	-144.78K	-27.79%
Dec 31, 2025	JANE STREET GROUP, LLC	0.27%	399.6K	1.75M	272.89K	+215.37%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.29%	431.01K	1.87M	-15.8K	-3.54%
Dec 31, 2025	COOPER FINANCIAL GROUP	0.17%	251.63K	1.1M	7.82K	+3.21%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.36%	537.47K	2.35M	537.47K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.44%	652.52K	2.86M	8.86K	+1.38%
Dec 31, 2025	LPL FINANCIAL LLC	0.74%	1.11M	4.87M	35.58K	+3.31%
Dec 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.89%	1.33M	6.1M	1.33M	+100.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.32%	1.98M	8.68M	16.47K	+0.84%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.38%	2.07M	9.05M	159.55K	+8.36%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.5%	2.25M	9.84M	369.78K	+19.71%
Dec 31, 2025	UBS GROUP AG	3.88%	5.81M	25.47M	284.75K	+5.15%
Dec 31, 2025	MORGAN STANLEY	6.51%	9.76M	42.74M	-883.93K	-8.31%
Dec 31, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.01%	16.77K	73.46K	998	+6.33%
Dec 31, 2025	BURNEY CO/	0.01%	17.64K	77.26K	-1.29K	-6.81%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.01%	17.95K	78.6K	3.5K	+24.23%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	19.56K	85.66K	445	+2.33%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.04%	62.3K	272.87K	9.1K	+17.11%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.07%	98.38K	430.91K	-23.04K	-18.97%
Dec 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.04%	54.88K	240.39K	0	0
Dec 31, 2025	ROMAN BUTLER FULLERTON & CO	0.18%	271.56K	1.27M	1.24K	+0.46%
Dec 31, 2025	ROYAL BANK OF CANADA	0.37%	557.73K	2.44M	11.08K	+2.03%
Dec 31, 2025	MAREX GROUP PLC	0.03%	39.01K	170.86K	39.01K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.03%	39.17K	171.58K	-3.27K	-7.70%
Dec 31, 2025	QUATTRO FINANCIAL ADVISORS LLC	0.03%	40.29K	176.48K	0	0
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.03%	42.88K	187.83K	42.88K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	57.84K	262.57K	-10.45K	-15.30%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	60.01K	263K	6.68K	+12.53%
Dec 31, 2025	SUNPOINTE, LLC	0.04%	67.08K	293.79K	-17.83K	-21.00%
Dec 31, 2025	COMERICA BANK	0.04%	67.35K	295K	37.6K	+126.40%
Dec 31, 2025	CHOREO, LLC	0.05%	68.53K	305.62K	3.21K	+4.91%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	71.86K	314.74K	-144.44K	-66.78%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	73.2K	320.63K	48.09K	+191.49%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	74.88K	327.98K	-19.74K	-20.86%
Dec 31, 2025	MOORS & CABOT, INC.	0.05%	76.93K	336.95K	2.08K	+2.78%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	43.79K	191.81K	-27.35K	-38.45%
Dec 31, 2025	MARINER, LLC	0.09%	136.37K	597.28K	64.75K	+90.40%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	78.73K	344.82K	81	+0.10%
Dec 31, 2025	XTX TOPCO LTD	0.05%	79.22K	346.98K	79.22K	+100.00%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	89.66K	392.72K	-3.75K	-4.01%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	189.08K	828.16K	56.38K	+42.49%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.03%	46.14K	210.86K	-52	-0.11%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	52.8K	231K	-1.36K	-2.50%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.06%	92.98K	407.24K	-4.51K	-4.63%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.07%	101.28K	443.62K	101.28K	+100.00%
Sep 30, 2025	180 WEALTH ADVISORS, LLC	0.12%	175.17K	900.37K	9.71K	+5.87%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	60.73K	310.96K	4.89K	+8.75%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	68.28K	350.28K	1.89K	+2.85%
Sep 30, 2025	ROMAN BUTLER FULLERTON & CO	0.18%	270.31K	1.31M	12.79K	+4.96%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	521.01K	2.64M	14.13K	+2.79%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	25.11K	129.08K	2.83K	+12.69%
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.02%	25.5K	131.07K	13K	+104.00%
Sep 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.02%	26.25K	134.93K	26.25K	+100.00%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0.02%	27.4K	140.84K	23.2K	+552.38%
Sep 30, 2025	COMERICA BANK	0.02%	29.75K	152.91K	-1.59K	-5.07%
Sep 30, 2025	MORGAN STANLEY	7.1%	10.64M	54.7M	158.94K	+1.52%
Sep 30, 2025	MOORS & CABOT, INC.	0.05%	74.85K	384.71K	1.73K	+2.37%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	78.65K	404.24K	-44	-0.06%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.12%	179.46K	922.41K	115.26K	+179.54%
Sep 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.2%	304.03K	1.56M	12.1K	+4.15%
Sep 30, 2025	QUATTRO FINANCIAL ADVISORS LLC	0.03%	40.29K	207.1K	0	0
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.03%	42.05K	216K	646	+1.56%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	42.44K	218.15K	-163	-0.38%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	43.15K	221.8K	18.55K	+75.41%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	53.32K	274K	760	+1.45%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	54.16K	278K	883	+1.66%
Sep 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.04%	54.88K	282.1K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	71.15K	366K	-9.46K	-11.74%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.07%	97.49K	501.1K	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.08%	121.42K	624.08K	281	+0.23%
Sep 30, 2025	JANE STREET GROUP, LLC	0.08%	126.71K	651.29K	126.71K	+100.00%
Sep 30, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.09%	129K	663.03K	129K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	191.64K	985.05K	-7.56K	-3.79%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.2%	298K	1.53M	298K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.26%	384.03K	1.97M	-2.48K	-0.64%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.3%	446.8K	2.3M	15.05K	+3.48%
Sep 30, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.4%	593.22K	3.05M	-41.87K	-6.59%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.68%	1.01M	5.21M	68.69K	+7.26%
Sep 30, 2025	LPL FINANCIAL LLC	0.72%	1.08M	5.53M	132.82K	+14.08%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.25%	1.88M	9.64M	290.49K	+18.32%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.27%	1.91M	9.81M	62.58K	+3.39%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.31%	1.97M	10.1M	48.91K	+2.55%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.43%	643.65K	3.31M	67.76K	+11.77%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	36.66K	188.44K	0	0
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.03%	38.48K	197.78K	38.48K	+100.00%
Sep 30, 2025	ALTERI WEALTH LLC	0.03%	43.49K	223.53K	-5.84K	-11.84%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.03%	46.19K	237.43K	3.85K	+9.09%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.04%	53.2K	273.45K	-220.3K	-80.55%
Sep 30, 2025	MARINER, LLC	0.05%	71.62K	368.12K	-13.8K	-16.15%
Sep 30, 2025	MGO ONE SEVEN LLC	0.01%	14.02K	72.07K	-4.31K	-23.53%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.01%	14.22K	73.07K	-738	-4.94%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.01%	14.41K	74.07K	-25	-0.17%
Sep 30, 2025	HOLISTIC FINANCIAL PARTNERS	0.01%	14.44K	74.22K	0	0
Sep 30, 2025	D.A. DAVIDSON & CO.	0.01%	14.45K	74.25K	14.45K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.36%	546.66K	2.81M	66.8K	+13.92%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	14.5K	74.53K	1.8K	+14.17%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	14.62K	75.16K	1.52K	+11.58%
Sep 30, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.01%	14.84K	76.29K	-7.6K	-33.87%
Sep 30, 2025	STEPHENS INC /AR/	0.01%	15.08K	77.5K	4.8K	+46.70%
Sep 30, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.01%	15.77K	81.07K	-71	-0.45%
Sep 30, 2025	FIDUCIARY GROUP LLC	0.01%	15.95K	82K	0	0
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.01%	16.67K	85.68K	131	+0.79%
Sep 30, 2025	BURNEY CO/	0.01%	18.93K	97.28K	-6.51K	-25.59%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	19.11K	98.24K	-2.12K	-10.00%
Sep 30, 2025	SIGMA PLANNING CORP	0.01%	19.96K	102.61K	142	+0.72%
Sep 30, 2025	UBS GROUP AG	3.69%	5.53M	28.43M	183.24K	+3.43%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.16%	243.8K	1.25M	7.75K	+3.28%
Sep 30, 2025	SUNPOINTE, LLC	0.06%	84.9K	436.39K	0	0
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	93.41K	480.11K	3.3K	+3.66%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	132.7K	682.08K	-33.89K	-20.34%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.14%	216.54K	1.11M	-8.56K	-3.80%
Sep 30, 2025	WEALTHTRUST AXIOM LLC	0.22%	333.5K	1.71M	-19.32K	-5.47%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.06%	94.62K	486.34K	-6.19K	-6.14%
Sep 30, 2025	CHOREO, LLC	0.04%	65.32K	335.75K	-11.02K	-14.43%
Sep 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.11%	159.05K	817.52K	-13.97K	-8.08%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	216.3K	1.11M	216.3K	+100.00%
Jun 30, 2025	BURNEY CO/	0.02%	25.44K	134.56K	788	+3.20%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.12%	1.59M	8.39M	46.31K	+3.01%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.67%	945.86K	5M	48.01K	+5.35%
Jun 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.21%	291.92K	1.54M	23.25K	+8.65%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.16%	225.1K	1.19M	4.29K	+1.94%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	199.2K	1.05M	50.08K	+33.58%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	166.59K	881.23K	11.15K	+7.17%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	90.11K	476.69K	1.87K	+2.12%
Jun 30, 2025	SUNPOINTE, LLC	0.06%	84.9K	449.12K	84.9K	+100.00%
Jun 30, 2025	MOORS & CABOT, INC.	0.05%	73.11K	386.77K	1.77K	+2.48%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.06%	78.69K	416.27K	19.84K	+33.71%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	40.69K	215.24K	-6.08K	-13.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	52.56K	278K	-1.58K	-2.92%
Jun 30, 2025	ROMAN BUTLER FULLERTON & CO	0.18%	257.53K	1.28M	3K	+1.18%
Jun 30, 2025	COOPER FINANCIAL GROUP	0.17%	236.06K	1.25M	7.14K	+3.12%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.61%	3.7M	19.55M	109.27K	+3.05%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.35%	1.92M	10.14M	61.91K	+3.34%
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.04%	54.88K	290.34K	0	0
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.03%	41.4K	219K	-6.19K	-13.00%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	39.88K	210.95K	39.88K	+100.00%
Jun 30, 2025	MGO ONE SEVEN LLC	0.01%	18.34K	97K	1.66K	+9.93%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.01%	14.44K	76.37K	0	0
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.01%	14.41K	76.22K	-8.07K	-35.90%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.01%	14.18K	75.02K	-61	-0.43%
Jun 30, 2025	LEO WEALTH, LLC	0.01%	13.98K	73.96K	486	+3.60%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.01%	13.55K	71.69K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.01%	12.98K	68.68K	-1.04K	-7.44%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.01%	11.8K	62.41K	-14.89K	-55.79%
Jun 30, 2025	HIGHLAND FINANCIAL ADVISORS, LLC	0.01%	11.6K	61.36K	11.6K	+100.00%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.01%	10.45K	55.27K	0	0
Jun 30, 2025	STEPHENS INC /AR/	0.01%	10.28K	54.37K	-273	-2.59%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	10K	52.9K	0	0
Jun 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0.01%	7.34K	38.83K	2.14K	+41.05%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	6K	31.74K	0	0
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.01%	16.54K	87.49K	-835	-4.81%
Jun 30, 2025	FIDUCIARY GROUP LLC	0.01%	15.95K	84.39K	973	+6.50%
Jun 30, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.45%	635.08K	3.07M	-71.06K	-10.06%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	386.51K	2.04M	40.24K	+11.62%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	80.61K	426K	-52.12K	-39.27%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	66.39K	355.85K	-1.16K	-1.71%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.05%	64.2K	339.6K	-1.58K	-2.40%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	42.61K	225.38K	23.52K	+123.18%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.03%	42.35K	224.01K	3.05K	+7.77%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	36.66K	193.94K	-9.8K	-21.09%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	55.85K	294.86K	52.48K	+1,560.08%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.04%	53.75K	284.69K	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.31%	431.76K	2.28M	11.79K	+2.81%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.22%	316.67K	1.68M	32.79K	+11.55%
Jun 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.12%	173.02K	915.3K	-368	-0.21%
Jun 30, 2025	OCCIDENTAL ASSET MANAGEMENT, LLC	0.01%	15.84K	83.82K	-2.04K	-11.42%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.01%	14.95K	79.1K	0	0
Jun 30, 2025	HOLISTIC FINANCIAL PARTNERS	0.01%	14.44K	76.39K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	506.88K	2.68M	20.47K	+4.21%
Jun 30, 2025	WEALTHTRUST AXIOM LLC	0.25%	352.82K	1.87M	623	+0.18%
Jun 30, 2025	180 WEALTH ADVISORS, LLC	0.12%	165.46K	875.27K	-614	-0.37%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.09%	121.14K	640.81K	-189.08K	-60.95%
Jun 30, 2025	STOLPER CO	0.07%	105.93K	560K	8.14K	+8.33%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.07%	100.81K	533.27K	-681	-0.67%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.07%	97.49K	515.72K	-945	-0.96%
Jun 30, 2025	MARINER, LLC	0.06%	85.42K	451.84K	2.97K	+3.60%
Jun 30, 2025		0.03%	49.33K	260.94K	0	0
Jun 30, 2025	US BANCORP \DE\	0.03%	45.07K	238.44K	0	0
Jun 30, 2025	MORGAN STANLEY	7.41%	10.48M	55.45B	-1.01M	-8.82%
Jun 30, 2025	ROYAL BANK OF CANADA	0.34%	479.85K	2.54M	114.61K	+31.38%
Jun 30, 2025	CHOREO, LLC	0.05%	76.34K	403.83K	-8.64K	-10.17%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.04%	60.73K	321.28K	-5.72K	-8.60%
Jun 30, 2025	QUATTRO FINANCIAL ADVISORS LLC	0.03%	40.29K	213.14K	0	0
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.02%	35.25K	186.47K	0	0
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	24.6K	130.13K	0	0
Jun 30, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.02%	22.44K	118.72K	5.24K	+30.43%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	22.29K	117.89M	22.29K	+100.00%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.01%	21.09K	111.58K	21.09K	+100.00%
Jun 30, 2025	IEQ CAPITAL, LLC	0.01%	20.14K	106.55K	-1.3K	-6.07%
Jun 30, 2025	SIGMA PLANNING CORP	0.01%	19.82K	104.85K	217	+1.11%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	19.01K	100.56K	8.4K	+79.17%
Jun 30, 2025	UBS GROUP AG	3.78%	5.35M	28.29M	-4.68K	-0.09%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.3%	1.85M	9.76M	2.45K	+0.13%
Jun 30, 2025	LPL FINANCIAL LLC	0.67%	943.53K	4.99M	94.71K	+11.16%
Jun 30, 2025	ALTERI WEALTH LLC	0.03%	49.33K	260.94K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	53.27K	282K	321	+0.61%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.19%	273.5K	1.45M	-2.6K	-0.94%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.04%	53.75K	277.35K	53.75K	+100.00%
Mar 31, 2025	COOPER FINANCIAL GROUP	0.16%	228.91K	1.18M	7.37K	+3.33%
Mar 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.19%	268.67K	1.39M	18.41K	+7.36%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.2%	283.88K	1.46M	56.61K	+24.91%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.22%	310.22K	1.6M	-195.86K	-38.70%
Mar 31, 2025	US BANCORP \DE\	0.03%	45.07K	232.58K	6.1K	+15.64%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	46.46K	239.75K	10K	+27.43%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	46.77K	241.32K	39.67K	+558.43%
Mar 31, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.12%	173.39K	894.7K	-16.23K	-8.56%
Mar 31, 2025	ROMAN BUTLER FULLERTON & CO	0.18%	254.53K	1.2M	8.31K	+3.37%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	486.41K	2.51M	-22.21K	-4.37%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.09%	1.54M	7.94M	189.68K	+14.05%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	346.27K	1.79M	36.63K	+11.83%
Mar 31, 2025	WEALTHTRUST AXIOM LLC	0.25%	352.19K	1.82M	14.21K	+4.20%
Mar 31, 2025	ROYAL BANK OF CANADA	0.26%	365.25K	1.89M	55.32K	+17.85%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.3%	419.97K	2.17M	193.08K	+85.10%
Mar 31, 2025	UBS GROUP AG	3.78%	5.35M	27.61M	107.73K	+2.05%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.31%	1.85M	9.57M	643.93K	+53.20%
Mar 31, 2025	MOORS & CABOT, INC.	0.05%	71.34K	368.12K	-831	-1.15%
Mar 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.04%	55K	283.8K	6.2K	+12.71%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	88.24K	455.34K	4.61K	+5.51%
Mar 31, 2025	CHOREO, LLC	0.06%	84.98K	438.5K	7.08K	+9.09%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.54%	3.59M	18.51M	158.35K	+4.62%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	58.85K	303.68K	38.62K	+190.90%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.05%	65.78K	339.41K	28.78K	+77.78%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	66.45K	342.89K	29.94K	+82.01%
Mar 31, 2025	STOLPER CO	0.07%	97.79K	505K	1.19K	+1.24%
Mar 31, 2025	MORGAN STANLEY	8.12%	11.5M	59.32M	484.89K	+4.40%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.63%	897.86K	4.63M	41.37K	+4.83%
Mar 31, 2025	MARINER, LLC	0.06%	82.45K	425.43K	-3.99K	-4.62%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	67.55K	348.54K	2.22K	+3.40%
Mar 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.04%	54.88K	283.2K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	54.14K	279K	-21	-0.04%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	155.43K	802.04K	-8.04K	-4.92%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	132.72K	685K	-8.38K	-5.94%
Mar 31, 2025	180 WEALTH ADVISORS, LLC	0.12%	166.07K	853.61K	8.9K	+5.66%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.3%	1.84M	9.51M	-151.71K	-7.61%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.07%	98.43K	507.92K	147	+0.15%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.03%	39.29K	202.74K	28.04K	+249.10%
Mar 31, 2025	QUATTRO FINANCIAL ADVISORS LLC	0.03%	40.29K	207.9K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.16%	220.81K	1.14M	29.8K	+15.60%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.17%	241.12K	1.24M	51.57K	+27.21%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	149.12K	769.47K	24.32K	+19.48%
Mar 31, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.5%	706.14K	3.64M	11.8K	+1.70%
Mar 31, 2025	LPL FINANCIAL LLC	0.6%	848.82K	4.38M	69.74K	+8.95%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.07%	101.49K	523.68K	1.17K	+1.17%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.03%	46.67K	240.81K	33.58K	+256.63%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.03%	47.59K	246K	-4.96K	-9.44%
Mar 31, 2025		0.03%	49.33K	254.53K	950	+1.96%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	52.95K	273K	2.08K	+4.10%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	107.63K	579.07K	3.72K	+3.58%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.3%	1.82M	9.8M	395.26K	+27.72%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.39%	1.94M	10.45M	1.08M	+124.05%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.04%	49.73K	268K	-340	-0.68%
Mar 31, 2024	QUATTRO FINANCIAL ADVISORS LLC	0.04%	50.12K	269.67K	50.12K	+1,002,380.00%
Mar 31, 2024	COMERICA BANK	0.04%	51.6K	277.61K	-15.1K	-22.64%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.04%	51.63K	278K	11.81K	+29.65%
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.04%	51.68K	278K	-31.07K	-37.55%
Mar 31, 2024	LIVE OAK PRIVATE WEALTH LLC	0.04%	54.88K	295.28K	0	0
Mar 31, 2024	MOORS & CABOT, INC.	0.05%	67.75K	364.47K	1.45K	+2.19%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.05%	74.78K	402.34K	-41.09K	-35.46%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.06%	77.36K	416.22K	-100	-0.13%
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.07%	94.1K	506.25K	19.31K	+25.81%
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0.03%	36.34K	195.48K	607	+1.70%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	36.46K	196.17K	-20	-0.05%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.03%	36.7K	197.45K	-184.7K	-83.42%
Mar 31, 2024	YAKIRA CAPITAL MANAGEMENT, INC.	0.03%	38.34K	206.28K	-92.87K	-70.78%
Mar 31, 2024	US BANCORP \DE\	0.03%	39.46K	212.31K	3.46K	+9.62%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.03%	42.9K	231K	-1.17K	-2.65%
Mar 31, 2024	JPMORGAN CHASE & CO	0.03%	42.95K	231.08K	-99.02K	-69.75%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	44.07K	237.1K	44.07K	+100.00%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.03%	46.5K	249.93K	32.98K	+243.85%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.03%	47.93K	258K	-4.28K	-8.20%
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.04%	49K	263.62K	0	0
Mar 31, 2024	VIMA LLC	0.04%	52.83K	280.5M	-21.79K	-29.20%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.07%	94.84K	510.23K	-627	-0.66%
Mar 31, 2024	MARINER, LLC	0.07%	95.59K	514.26K	5.06K	+5.59%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.07%	98.9K	532.06K	22.67K	+29.74%
Mar 31, 2024	STOLPER CO	0.07%	102.62K	552K	9.37K	+10.05%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.08%	107.26K	577.05K	3.52K	+3.40%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.08%	116.69K	627.8K	-22.97K	-16.45%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	118.06K	635K	-1.81K	-1.51%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.09%	123.93K	666.76K	31.19K	+33.63%
Mar 31, 2024	SFI ADVISORS, LLC	0.1%	133.98K	720.8K	81.73K	+156.41%
Mar 31, 2024	180 WEALTH ADVISORS, LLC	0.1%	137.95K	742.18K	5.5K	+4.15%
Mar 31, 2024	QUARRY LP	0.1%	144.62K	778.06K	-1.18K	-0.81%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.11%	159.24K	856.7K	11.22K	+7.58%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	174.93K	941K	174.93K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	179.47K	965.53K	-10.94K	-5.74%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.13%	184.97K	995.15K	4.83K	+2.68%
Mar 31, 2024	ABRDN PLC	0.14%	193.05K	1.04M	0	0
Mar 31, 2024	COOPER FINANCIAL GROUP	0.14%	202.32K	1.09M	10.01K	+5.21%
Mar 31, 2024	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.16%	218.02K	1.17M	9.99K	+4.80%
Mar 31, 2024	ROYAL BANK OF CANADA	0.17%	235.15K	1.27M	-53.21K	-18.45%
Mar 31, 2024	CETERA ADVISORS LLC	0.18%	256.04K	1.38M	1.75K	+0.69%
Mar 31, 2024	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.19%	258.97K	1.39M	-20.71K	-7.41%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.19%	262.86K	1.41M	-587.58K	-69.09%
Mar 31, 2024	ROMAN BUTLER FULLERTON & CO	0.19%	265.15K	1.29M	7.21K	+2.79%
Mar 31, 2024	WEALTHTRUST AXIOM LLC	0.21%	299.39K	1.61M	-3.87K	-1.28%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.26%	365.23K	1.96M	365.23K	+100.00%
Mar 31, 2024	ROUMELL ASSET MANAGEMENT, LLC	0.28%	395K	2.13M	0	0
Mar 31, 2024	AQR ARBITRAGE LLC	0.29%	403.33K	2.17M	-109.46K	-21.35%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.29%	412.37K	2.22M	-431.49K	-51.13%
Mar 31, 2024	LPL FINANCIAL LLC	0.33%	468.28K	2.52M	37.61K	+8.73%
Mar 31, 2024	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.42%	581.91K	3.13M	54.78K	+10.39%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.45%	624.49K	3.36M	-75.37K	-10.77%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.65%	905.95K	4.89M	42.88K	+4.97%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	1.04%	1.46M	7.84M	149.63K	+11.44%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.94%	2.72M	14.63M	285.2K	+11.72%
Mar 31, 2024	UBS GROUP AG	3.48%	4.87M	26.21M	203.01K	+4.35%
Mar 31, 2024	MORGAN STANLEY	8.45%	11.83M	63.63M	1.07M	+9.97%
Dec 31, 2023	ABRDN PLC	0.16%	193.05K	1.05M	0	0
Dec 31, 2023	COOPER FINANCIAL GROUP	0.16%	192.31K	1.04M	3.64K	+1.93%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	190.4K	1.03M	12.9K	+7.27%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.15%	182.5K	990.98K	31.27K	+20.67%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.15%	180.15K	978.19K	19.21K	+11.94%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.13%	148.02K	803.76K	-1.38K	-0.93%
Dec 31, 2023	QUARRY LP	0.12%	145.81K	791.72K	4.91K	+3.48%
Dec 31, 2023	JPMORGAN CHASE & CO	0.12%	141.98K	770.93K	107.17K	+307.88%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.12%	139.67K	758.38K	-42.42K	-23.30%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	0.8%	950.87K	5.16M	950.87K	+100.00%
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	1.11%	1.31M	7.1M	164.16K	+14.35%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.21%	1.43M	7.74M	112.76K	+8.59%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.06%	2.43M	13.22M	-701.23K	-22.36%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	3.57%	4.22M	22.9M	-4.04M	-48.90%
Dec 31, 2023	UBS GROUP AG	3.95%	4.67M	25.35M	-215.32K	-4.41%
Dec 31, 2023	180 WEALTH ADVISORS, LLC	0.11%	132.46K	724.54K	-1.24K	-0.93%
Dec 31, 2023	YAKIRA CAPITAL MANAGEMENT, INC.	0.11%	131.21K	712.49K	0	0
Dec 31, 2023	MORGAN STANLEY	9.09%	10.75M	58.39M	350.07K	+3.36%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.06%	76.23K	413.91K	-256	-0.33%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.07%	77.46K	416.76K	26.65K	+52.44%
Dec 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0.07%	82.75K	449K	-18.8K	-18.52%
Dec 31, 2023	MARINER, LLC	0.08%	90.52K	491.54K	-1.34K	-1.46%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.08%	92.74K	503.6K	-50.81K	-35.39%
Dec 31, 2023	STOLPER CO	0.08%	93.25K	506K	4.86K	+5.50%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.08%	95.47K	518.37K	-8.95K	-8.57%
Dec 31, 2023	STEPHENS INC /AR/	0.08%	96.45K	523.7K	-77.8K	-44.65%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.09%	103.74K	563.28K	-26.95K	-20.62%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	119.87K	651K	7.68K	+6.84%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.09%	103.92K	564.27K	-26.6K	-20.38%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.71%	843.86K	4.58M	-811.98K	-49.04%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.72%	850.44K	4.62M	745.49K	+710.37%
Dec 31, 2023	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.45%	527.13K	2.86M	-202	-0.04%
Dec 31, 2023	AQR ARBITRAGE LLC	0.43%	512.79K	2.78M	163.85K	+46.96%
Dec 31, 2023	LPL FINANCIAL LLC	0.36%	430.67K	2.34M	37.32K	+9.49%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.34%	406.54K	2.21M	370.04K	+1,013.73%
Dec 31, 2023	ROUMELL ASSET MANAGEMENT, LLC	0.33%	395K	2.14M	0	0
Dec 31, 2023	CLOUGH CAPITAL PARTNERS L P	0.31%	364.59K	1.98M	-59.7K	-14.07%
Dec 31, 2023	WEALTHTRUST AXIOM LLC	0.26%	303.26K	1.65M	-6.4K	-2.07%
Dec 31, 2023	ROYAL BANK OF CANADA	0.24%	288.35K	1.57M	18.15K	+6.72%
Dec 31, 2023		0.1%	115.87K	629.19K	115.87K	+100.00%
Dec 31, 2023	ROMAN BUTLER FULLERTON & CO	0.22%	257.94K	1.37M	-604	-0.23%
Dec 31, 2023	CETERA ADVISORS LLC	0.22%	254.29K	1.38M	1.49K	+0.59%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.73%	863.07K	4.78M	-142.39K	-14.16%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.73%	867.28K	4.71M	867.28K	+100.00%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.21%	250K	1.36M	250K	+100.00%
Dec 31, 2023	FLOW STATE INVESTMENTS, L.P.	0.2%	239.24K	1.3M	239.24K	+100.00%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.59%	699.86K	3.8M	-192.74K	-21.59%
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.19%	221.4K	1.2M	221.4K	+100.00%
Dec 31, 2023	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.18%	208.03K	1.13M	12.9K	+6.61%

Insiders

Among the IGR insiders holding of N/A of the stake in company, SMITH JOSEPH P, President & CEO, holds the largest shares of 114.84K. FERGUSON T RITSON, director, is the second largest IGR insider with ownership of 78.51K shares. GREIS LESLIE E, director, stands third with possession of 59.81K shares of that stake.

Insiders	Designation	Shares Held
SMITH JOSEPH P	President & CEO	114.84K
FERGUSON T RITSON	director	78.51K
GREIS LESLIE E	director	59.81K
FINNERTY PETER FRANCIS	director	46.5K
NAKAHARA ASUKA	director	37.46K
SUTTON RICHARD L	director	33.15K
STAM HEIDI	director	20.77K
MINIMAN JONATHAN D	Portfolio Manager	18.4K
BARTHOLDSON JOHN R	director	15.02K
CAMPBELL KENNETH		10.1K
WEINBERG KENNETH S	director	9.25K
BURTON STEVEN D		6K
TULL ROBERT STANLEY III	Secretary & CCO	2K
HAMMER FREDERICK S	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 17, 2025	FINNERTY PETER FRANCIS	PURCHASE	4.32	46.5K	200.88K	46.5K
Dec 12, 2025	SMITH JOSEPH P	PURCHASE	4.21	2.38K	10K	114.84K
Dec 11, 2025	SMITH JOSEPH P	PURCHASE	4.24	1.41K	5.98K	112.46K
May 30, 2025	MINIMAN JONATHAN D	SALE	5.11	16K	81.76K	18.4K
Dec 30, 2024	STAM HEIDI	PURCHASE	4.86	2.26K	11K	20.77K
Dec 11, 2024	STAM HEIDI	PURCHASE	5.54	1.89K	10.49K	18.5K
Mar 04, 2024	MINIMAN JONATHAN D	PURCHASE	5.08	1.75K	8.89K	31.99K
Nov 01, 2023	MINIMAN JONATHAN D	PURCHASE	4.15	1.25K	5.18K	26.99K
Oct 20, 2023	SMITH JOSEPH P	PURCHASE	4.14	2.42K	10.01K	86.45K
Sep 29, 2023	NAKAHARA ASUKA	PURCHASE	4.58	5K	22.9K	37.46K
Sep 25, 2023	NAKAHARA ASUKA	PURCHASE	4.61	2K	9.22K	32.46K
Sep 22, 2023	MINIMAN JONATHAN D	PURCHASE	4.66	1.25K	5.83K	25.74K
Sep 21, 2023	NAKAHARA ASUKA	PURCHASE	4.77	2K	9.54K	30.46K
Sep 20, 2023	NAKAHARA ASUKA	PURCHASE	4.87	2.38K	11.59K	28.46K
Sep 19, 2023	NAKAHARA ASUKA	PURCHASE	4.83	620	2.99K	26.08K
Sep 19, 2023	SMITH JOSEPH P	PURCHASE	4.83	2.07K	10.02K	84.04K
Sep 13, 2023	SMITH JOSEPH P	PURCHASE	4.89	2.04K	10K	81.96K
Sep 12, 2023	NAKAHARA ASUKA	PURCHASE	4.97	3K	14.91K	25.46K
Sep 12, 2023	SMITH JOSEPH P	PURCHASE	4.98	4.02K	20K	79.92K
Aug 18, 2023	MINIMAN JONATHAN D	PURCHASE	5.11	525	2.68K	24.49K
Jun 29, 2023	MINIMAN JONATHAN D	PURCHASE	5.17	1.5K	7.76K	23.97K
May 31, 2023	MINIMAN JONATHAN D	PURCHASE	5.16	1.5K	7.73K	22.47K
Apr 05, 2023	FERGUSON T RITSON	PURCHASE	5.26	5K	26.3K	78.51K
Mar 28, 2023	SMITH JOSEPH P	PURCHASE	5.12	3.91K	20.03K	55.41K
Nov 22, 2022	SMITH JOSEPH P	PURCHASE	6.05	3.31K	20.03K	48.4K
Oct 25, 2022	MINIMAN JONATHAN D	PURCHASE	5.51	1K	5.52K	13.96K
Oct 10, 2022	GREIS LESLIE E	PURCHASE	5.70	21.13K	120.42K	59.81K
Oct 05, 2022	WEINBERG KENNETH S	PURCHASE	5.83	4.25K	24.76K	9.25K
Sep 29, 2022	SMITH JOSEPH P	PURCHASE	5.67	1.76K	10K	45.09K
Sep 28, 2022	MINIMAN JONATHAN D	PURCHASE	5.74	1K	5.74K	12.96K
Sep 28, 2022	BARTHOLDSON JOHN R	PURCHASE	5.89	10K	58.93K	15.02K
Sep 22, 2022	SMITH JOSEPH P	PURCHASE	6.38	312	1.99K	43.32K
Sep 21, 2022	SMITH JOSEPH P	PURCHASE	6.70	1.49K	10K	43.01K
Sep 21, 2022	MINIMAN JONATHAN D	PURCHASE	6.77	750	5.08K	11.96K
Sep 20, 2022	SMITH JOSEPH P	PURCHASE	6.79	1.47K	9.99K	41.52K
Sep 19, 2022	SMITH JOSEPH P	PURCHASE	6.95	1.44K	10.01K	40.05K
Sep 16, 2022	SMITH JOSEPH P	PURCHASE	7.06	1.41K	9.98K	38.61K
Sep 15, 2022	SMITH JOSEPH P	PURCHASE	7.18	1.39K	9.99K	37.19K
Sep 09, 2022	MINIMAN JONATHAN D	PURCHASE	7.29	700	5.1K	11.21K
Jul 21, 2022	STAM HEIDI	PURCHASE	7.32	30	219.45	13.81K
Jul 20, 2022	STAM HEIDI	PURCHASE	7.30	137	1K	13.78K
Jul 13, 2022	SMITH JOSEPH P	PURCHASE	6.93	1.44K	9.98K	34.36K
Jun 30, 2022	SMITH JOSEPH P	PURCHASE	7.20	2.09K	15.02K	32.92K
Jun 29, 2022	SMITH JOSEPH P	PURCHASE	7.21	1.39K	9.99K	30.83K
Jun 27, 2022	SMITH JOSEPH P	PURCHASE	7.27	1.38K	10.01K	29.45K
Jun 16, 2022	SMITH JOSEPH P	PURCHASE	6.82	1.47K	10.02K	28.07K
May 10, 2022	MINIMAN JONATHAN D	PURCHASE	7.74	500	3.87K	10.51K
May 10, 2022	SMITH JOSEPH P	PURCHASE	7.64	1.18K	9.01K	26.6K
May 06, 2022	SMITH JOSEPH P	PURCHASE	8.22	1.22K	10K	24.15K
Mar 15, 2022	MINIMAN JONATHAN D	PURCHASE	8.91	350	3.12K	10.01K
Mar 15, 2022	GREIS LESLIE E	PURCHASE	8.20	12.12K	99.41K	26.57K
Mar 14, 2022	SMITH JOSEPH P	PURCHASE	8.23	3.65K	30.03K	22.93K
Aug 31, 2021	TULL ROBERT STANLEY III	PURCHASE	9.19	1K	9.19K	2K
Jun 22, 2021	STAM HEIDI	PURCHASE	8.84	2.83K	24.98K	13.65K
Jun 16, 2021	STAM HEIDI	PURCHASE	8.95	2.79K	25.01K	10.82K
May 26, 2021	TULL ROBERT STANLEY III	PURCHASE	8.53	1K	8.53K	1K
Jan 15, 2021	GREIS LESLIE E	PURCHASE	6.94	7.23K	50.17K	7.23K
Nov 16, 2020	FERGUSON T RITSON	PURCHASE	6.49	15K	97.35K	50.46K
Aug 07, 2020	STAM HEIDI	PURCHASE	6.25	996	6.23K	8.03K
Jul 30, 2020	STAM HEIDI	PURCHASE	6.11	1.15K	7K	7.03K
Jul 22, 2020	STAM HEIDI	PURCHASE	5.88	1.36K	8K	5.89K
Jul 16, 2020	STAM HEIDI	PURCHASE	5.94	1.35K	7.99K	4.53K
Jul 09, 2020	STAM HEIDI	PURCHASE	5.95	1.35K	8K	3.18K
May 15, 2020	WEINBERG KENNETH S	PURCHASE	5.11	5K	25.54K	5K
Mar 19, 2020	FERGUSON T RITSON	PURCHASE	4.20	442	1.86K	25.46K
Mar 19, 2020	NAKAHARA ASUKA	PURCHASE	4.06	2.96K	12K	9.75K
May 20, 2019	NAKAHARA ASUKA	PURCHASE	7.41	1.29K	9.56K	6.79K
Apr 18, 2019	NAKAHARA ASUKA	PURCHASE	7.38	1.35K	9.96K	5.5K
Apr 09, 2019	NAKAHARA ASUKA	PURCHASE	7.48	2K	14.95K	4.15K
Feb 14, 2019	NAKAHARA ASUKA	PURCHASE	7.12	2.15K	15.31K	2.15K
Sep 26, 2016	SUTTON RICHARD L	SALE	8.37	7.04K	58.92K	33.15K
Dec 19, 2014	FERGUSON T RITSON	SALE	8.89	54.53K	484.7K	25.02K
Jun 09, 2014	SUTTON RICHARD L	SALE	8.97	8.9K	79.83K	35.47K
Jan 08, 2014	SUTTON RICHARD L	SALE	7.99	10K	79.9K	44.37K
Aug 14, 2013	SUTTON RICHARD L	SALE	8.25	12K	99K	50.75K
Jun 25, 2013	NAKAHARA ASUKA	SALE	8.31	9.83K	81.66K	0
Aug 21, 2012	SUTTON RICHARD L	SALE	8.53	11.6K	98.98K	58.88K
Aug 14, 2012	SUTTON RICHARD L	SALE	8.25	12K	99K	50.75K
Mar 13, 2009	SUTTON RICHARD L	PURCHASE	2.86	20K	57.16K	37.5K
Oct 08, 2008	FERGUSON T RITSON	PURCHASE	5.50	10K	55K	38.75K
Dec 12, 2007	FERGUSON T RITSON	PURCHASE	17.66	2K	35.32K	28.75K
Dec 11, 2007	SUTTON RICHARD L	PURCHASE	17.93	5.5K	98.62K	11.78K
Dec 11, 2007	BARTHOLDSON JOHN R	PURCHASE	17.18	920	15.81K	2.62K
Jun 28, 2007	CAMPBELL KENNETH	PURCHASE	19.48	1.5K	29.22K	10.1K
Jun 27, 2007	FERGUSON T RITSON	PURCHASE	19.38	2K	38.76K	26.75K
Feb 28, 2007	FERGUSON T RITSON	PURCHASE	21.38	1.5K	32.07K	24.75K
Nov 03, 2006	FERGUSON T RITSON	PURCHASE	20.53	2.5K	51.33K	23.25K
Aug 05, 2005	FERGUSON T RITSON	PURCHASE	15.30	3.25K	49.73K	20.75K
Jul 27, 2005	SUTTON RICHARD L	PURCHASE	15.92	6.28K	99.91K	6.28K
Jul 12, 2005	BURTON STEVEN D	PURCHASE	15.85	3K	47.55K	6K
Jul 12, 2005	SMITH JOSEPH P	PURCHASE	15.85	500	7.93K	500
Jul 11, 2005	FERGUSON T RITSON	PURCHASE	15.84	3.14K	49.66K	17.5K
Jun 16, 2005	HAMMER FREDERICK S	PURCHASE	15.53	1.67K	25.86K	0
Apr 19, 2005	CAMPBELL KENNETH	PURCHASE	14.22	4.6K	65.41K	8.6K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE50.29K3

SALES00

NET SHARES50.29K3

SHARES HELD273.8K3

% NET SHARES-81.63%0%

Frequently Asked Questions