How many institutions own KIO 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 KIO shares is 109, representing 26.42% of the company's common stock.

Who are the major shareholders selling KKR Income Opportunities Fund stock?

STIFEL FINANCIAL CORP, in the last quarter, reduced its stake in KIO by -38.01% restricting it's holding to 18.1 thousand shares of worth nearly $209.82K. WEALTHTRUST AXIOM LLC also lessened -3.12% of the KIO shares from its portfolio, reducing its holding to 22.2 thousand shares of worth $257.27K. ROYAL BANK OF CANADA also shunned KIO shares holding by -77.44% last quarter which brought its holding to 118.91 thousand shares worth $1.38M.

Investors who are buying KIO stock?

As per its latest 13F filing, ROBINSON CAPITAL MANAGEMENT, LLC increased its stake in KIO by 0.12% in the last quarter. The institutional holder raised its holding to 52.15 thousand shares having worth more than $604.47K. SEACREST WEALTH MANAGEMENT, LLC also added 2.55% more shares of KIO to its portfolio, raising its holding to 16.38 thousand shares of worth $190.64K. APOLLON WEALTH MANAGEMENT, LLC also increased its KIO shares holding by 13.1% which brought its holding to 19.63 thousand shares worth $227.50K.

KIO's major insiders: who are they?

The insider with the most stakes in KIO is Donohoe Suzanne , President at the company. Additionally, KIO stock is highly held by Sheldon Christopher A and director CAHILL MICHAEL E among others.

Did an insider recently sell KIO stock?

Company executives, directors, and other insiders own 0.05% percent of KKR Income Opportunities Fund's stock. Within the last six months, there have been 2 transaction(s) in which KIO insiders have sold stock, totaling 5.09K shares. Insiders that have sold shares include TAKAO JUSTIN.

Which insider recently purchased KIO stock?

There have been 0 transaction(s) during the past 6-months in which KKR Income Opportunities Fund insiders have bought stock, totalling 0 shares

How much of KIO does insiders own?

Around 6.5K KKR Income Opportunities Fund shares are held by insiders, which represents about 0.05% of KIO stock.

Who is the insider with the largest stake?

KIO President, Donohoe Suzanne holds the largest portfolio of the company's shares. KIO shares owned by Donohoe total nearly 37.53 thousand.

Which institution holds the most shares in KIO?

ROBINSON CAPITAL MANAGEMENT, LLC is the largest institutional owner in KIO which holds 52.15 thousand shares worth $604.47K or 0.13% of the total KIO shares outstanding followed by FORTITUDE ADVISORY GROUP L.L.C. with ownership of 16.07 thousand shares representing 0.04% of the KIO ownership. SEACREST WEALTH MANAGEMENT, LLC is the third largest stakeholder with 16.38 thousand shares or 0.04% of the ownership worth more than $190.64K.

Is KKR Income Opportunities 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 KIO is concerned, it is a stock which is not optionable.

Is there a short position on KIO's shares?

Number of KIO 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 KIO shares are there?

As of today, null shares of KIO are outstanding.

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

KIO 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 KIO is null.

KKR Income Opportunities Fund (KIO) 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

26.42% Percentage of Shares held by All Institutions

26.44% Percentage of Float held by Institutions

109

Number of Institutions Holding Shares

Institutional Ownership

About 26.42% of KIO shares are held by financial institutions. ROBINSON CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 52.15K shares valued at $604.47K. A 0.13% stake in KKR Income Opportunities Fund is owned by the company. FORTITUDE ADVISORY GROUP L.L.C. owns 16.07K shares valued at $186.21K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.13%	52.15K	604.47K	65	+0.12%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	16.07K	186.21K	0	0
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.04%	16.38K	190.64K	407	+2.55%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.04%	18.1K	209.82K	-11.1K	-38.01%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	19.63K	227.5K	2.27K	+13.10%
Dec 31, 2025	WEALTHTRUST AXIOM LLC	0.05%	22.2K	257.27K	-716	-3.12%
Dec 31, 2025	ROYAL BANK OF CANADA	0.29%	118.91K	1.38M	-408.09K	-77.44%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.09%	37.48K	434.36K	-2.07K	-5.23%
Dec 31, 2025	COHEN & STEERS, INC.	0.09%	37.78K	438K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	111.87K	1.3M	-28.96K	-20.57%
Dec 31, 2025	INVESCO LTD.	0.29%	118.55K	1.37M	-11.86K	-9.09%
Dec 31, 2025	LPL FINANCIAL LLC	0.29%	118.57K	1.37M	-24.78K	-17.29%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	121.1K	1.4M	-10.84K	-8.21%
Dec 31, 2025	RAREVIEW CAPITAL LLC	0.37%	149.81K	1.88M	99.31K	+196.65%
Dec 31, 2025	STRATEGIC ADVOCATES LLC	0.09%	38.85K	450.63K	-7.4K	-15.99%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.1%	39.5K	457.79K	1.66K	+4.39%
Dec 31, 2025	COMERICA BANK	0.1%	39.72K	460.3K	212	+0.54%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	42.95K	500.34K	-553	-1.27%
Dec 31, 2025	CARNEGIE LAKE ADVISORS LLC	0.11%	43.62K	505.6K	-4.3K	-8.97%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.17%	70.94K	822.22K	70.94K	+100.00%
Dec 31, 2025	STONEX GROUP INC.	0.18%	73.36K	850.19K	-1.94K	-2.58%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.22%	91.53K	1.06M	91.53K	+100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.25%	101.64K	1.18M	3.19K	+3.24%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.41%	168.2K	1.95M	168.2K	+100.00%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	0.43%	175.39K	2.03M	-26.53K	-13.14%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.7%	288.04K	3.34M	-781.26K	-73.06%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.07%	29.29K	339.49K	-486	-1.63%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.08%	30.84K	357.45K	841	+2.80%
Dec 31, 2025	BRAMSHILL INVESTMENTS, LLC	0.12%	47.44K	549.78K	310	+0.66%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.12%	49.51K	573.87K	-242	-0.49%
Dec 31, 2025	RIK SAYLOR FINANCIAL, INC.	0.04%	15.63K	181.09K	168	+1.09%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.14%	56.41K	653.78K	-17.12K	-23.29%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.16%	63.61K	737.24K	-112.64K	-63.91%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	63.67K	737.9K	0	0
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.16%	65.13K	754.87K	10.69K	+19.64%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.74%	303K	3.51M	303K	+100.00%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.75%	308.13K	3.57M	249.79K	+428.12%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.77%	314.7K	3.65M	12.19K	+4.03%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.1%	450.49K	5.22M	5.13K	+1.15%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.39%	571.1K	6.62M	40.46K	+7.63%
Dec 31, 2025	UBS GROUP AG	1.51%	620.37K	7.19M	48.26K	+8.43%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.84%	755.81K	8.76M	37.86K	+5.27%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	14.03K	162.6K	95	+0.68%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	90.24K	1.05M	41.9K	+86.69%
Dec 31, 2025	MORGAN STANLEY	4.82%	1.98M	22.9M	263.67K	+15.40%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.39%	157.88K	1.83M	47.77K	+43.38%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	17.71K	205.23K	187	+1.07%
Dec 31, 2025	HRT FINANCIAL LP	0.04%	16.79K	194K	16.79K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.04%	14.7K	170.41M	14.7K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	35.49K	411.31K	-22.2K	-38.49%
Dec 31, 2025	STEPHENS INC /AR/	0.09%	36.67K	424.99K	5.03K	+15.88%
Dec 31, 2025	UNCOMMON CENTS INVESTING LLC	0.08%	33.39K	386.93K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	91.84K	1.06M	13.57K	+17.33%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.35%	143.05K	1.66M	-9.65K	-6.32%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.94%	1.21M	13.99M	82.69K	+7.36%
Dec 31, 2025	JANE STREET GROUP, LLC	0.27%	109.78K	1.27M	60.15K	+121.21%
Dec 31, 2025	OPPENHEIMER & CO INC	0.03%	10.96K	127.07K	-817	-6.93%
Dec 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.03%	11.1K	128.67K	-800	-6.72%
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	0.03%	11.31K	131.08K	-442	-3.76%
Dec 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.03%	12.08K	140K	364	+3.11%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	12.74K	147.68K	-1.65K	-11.44%
Dec 31, 2025	BLACKROCK, INC.	0.03%	13.65K	158.26K	13.65K	+100.00%
Dec 31, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.03%	13.73K	159.11K	0	0
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.11%	45.26K	524.51K	45.26K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.11%	43.89K	509K	8.06K	+22.48%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	48.41K	561.04K	835	+1.76%
Dec 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.26%	105.42K	1.22M	-6.3K	-5.64%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	17.52K	221K	-12.42K	-41.48%
Sep 30, 2025	CARNEGIE LAKE ADVISORS LLC	0.12%	47.92K	603.84K	-400	-0.83%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	48.34K	609.03K	7.1K	+17.22%
Sep 30, 2025	JANE STREET GROUP, LLC	0.12%	49.63K	625.33K	28.98K	+140.33%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	49.76K	626.93K	2.24K	+4.71%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.24%	98.45K	1.24M	11.4K	+13.09%
Sep 30, 2025	KOVACK ADVISORS, INC.	0.27%	110.12K	1.39M	-1.2K	-1.08%
Sep 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.27%	111.71K	1.41M	661	+0.60%
Sep 30, 2025	INVESCO LTD.	0.32%	130.41K	1.64M	-8.25K	-5.95%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	131.94K	1.66M	23.81K	+22.02%
Sep 30, 2025	DAVENPORT & CO LLC	0.05%	21.71K	273.52K	21.71K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	63.67K	802.2K	0	0
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.18%	73.53K	926.49K	-95	-0.13%
Sep 30, 2025	STONEX GROUP INC.	0.18%	75.3K	948.77K	-586	-0.77%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.19%	78.27K	986.25K	26.83K	+52.14%
Sep 30, 2025	WEALTHTRUST AXIOM LLC	0.06%	22.91K	288.72K	0	0
Sep 30, 2025	ATALA FINANCIAL INC	0.06%	23.27K	293.2K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	29.2K	367.97K	-210.94K	-87.84%
Sep 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.03%	13.73K	172.97K	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	13.93K	175.57K	-21	-0.15%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	14.39K	181.29K	0	0
Sep 30, 2025	RIK SAYLOR FINANCIAL, INC.	0.04%	15.46K	194.76K	18	+0.12%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.04%	15.94K	200.82K	2.1K	+15.18%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.07%	29.78K	375.2K	5.78K	+24.11%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	30K	378K	-841	-2.73%
Sep 30, 2025	STEPHENS INC /AR/	0.08%	31.64K	398.71K	22	+0.07%
Sep 30, 2025	UNCOMMON CENTS INVESTING LLC	0.08%	33.39K	420.65K	-549	-1.62%
Sep 30, 2025	RAREVIEW CAPITAL LLC	0.12%	50.5K	634.28K	-121.34K	-70.61%
Sep 30, 2025	LPL FINANCIAL LLC	0.35%	143.35K	1.81M	30.34K	+26.85%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.37%	152.7K	1.92M	-1.52K	-0.98%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.43%	176.25K	2.22M	-105.34K	-37.41%
Sep 30, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.07%	30K	378K	0	0
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	2.62%	1.07M	13.47M	-694K	-39.36%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.04%	15.97K	199.64K	259	+1.65%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.04%	16.07K	202.43K	3.57K	+28.52%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	140.83K	1.78M	46.05K	+48.59%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.75%	1.12M	14.16M	765.56K	+213.50%
Sep 30, 2025	MORGAN STANLEY	4.19%	1.71M	21.58M	194.25K	+12.79%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.04%	16.4K	206.65K	16.4K	+100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.76%	717.95K	9.05M	-3.21K	-0.44%
Sep 30, 2025	COMERICA BANK	0.1%	39.5K	497.74K	57	+0.14%
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.09%	37.84K	476.77K	2.12K	+5.92%
Sep 30, 2025	US BANCORP \DE\	0.01%	5.08K	63.96K	0	0
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	5.96K	75.12K	2.06K	+52.68%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.02%	7.31K	92.11K	-5.99K	-45.02%
Sep 30, 2025	ANFIELD CAPITAL MANAGEMENT, LLC	0.02%	7.91K	99.68K	7.91K	+100.00%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.03%	11.72K	147.61K	329	+2.89%
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	0.03%	11.75K	148.08K	-903	-7.14%
Sep 30, 2025	OPPENHEIMER & CO INC	0.03%	11.78K	148.44K	11.78K	+100.00%
Sep 30, 2025	HEROLD ADVISORS, INC.	0.03%	11.87K	149.78K	1.37K	+13.03%
Sep 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.03%	11.9K	149.97K	-1.92K	-13.88%
Sep 30, 2025	1776 WEALTH LLC	0.03%	11.94K	150.49K	-1.2K	-9.13%
Sep 30, 2025	GILMAN HILL ASSET MANAGEMENT, LLC	0.03%	13.24K	166.76K	13.24K	+100.00%
Sep 30, 2025	COHEN & STEERS, INC.	0.09%	37.78K	476K	0	0
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.1%	39.55K	498.28K	38.95K	+6,490.83%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	43.5K	539.41K	33	+0.08%
Sep 30, 2025	STRATEGIC ADVOCATES LLC	0.11%	46.24K	582.64K	-36.22K	-43.93%
Sep 30, 2025	BRAMSHILL INVESTMENTS, LLC	0.12%	47.13K	593.79K	-1.12K	-2.32%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	47.57K	599.41K	1.36K	+2.94%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.13%	52.09K	656.32K	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.09%	35.84K	452K	-1.43K	-3.85%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.13%	54.44K	685.93K	-263.69K	-82.89%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	57.69K	723.26K	8.74K	+17.84%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.14%	58.34K	735.14K	10.29K	+21.40%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	0.49%	201.92K	2.54M	-369.48K	-64.66%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.74%	302.52K	3.81M	-37.88K	-11.13%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.04%	424.2K	5.34M	8.05K	+1.93%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.09%	445.36K	5.61M	445.36K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	1.29%	527K	6.64M	395.35K	+300.30%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.3%	530.64K	6.69M	275.74K	+108.17%
Sep 30, 2025	UBS GROUP AG	1.4%	572.12K	7.21M	-189.67K	-24.90%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.04%	17.36K	218.68K	489	+2.90%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	6.5%	1.76M	22.15M	-497.52K	-22.01%
Jun 30, 2025	UBS GROUP AG	2.81%	761.79K	9.57M	-133.51K	-14.91%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.66%	721.16K	9.06M	-46.8K	-6.09%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	2.12%	575.65K	7.23M	-153.83K	-21.09%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.94%	254.91K	3.2M	43.67K	+20.67%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.4%	108.12K	1.36M	16.38K	+17.85%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.19%	51.45K	646.19K	6.93K	+15.55%
Jun 30, 2025	BRAMSHILL INVESTMENTS, LLC	0.18%	48.24K	605.95K	-752	-1.53%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.89%	240.14K	3.02M	14.26K	+6.31%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.57%	154.22K	1.94M	-1.34K	-0.86%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.4%	107.64K	1.35M	-493.56K	-82.10%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	94.78K	1.19M	-23.69K	-20.00%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.32%	87.05K	1.09M	8.12K	+10.29%
Jun 30, 2025	STRATEGIC ADVOCATES LLC	0.3%	82.47K	1.04M	5.43K	+7.05%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.18%	47.52K	596.81K	2.05K	+4.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	46.21K	580.45K	5.49K	+13.48%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	43.47K	545.74K	33	+0.08%
Jun 30, 2025	SUMMIT X, LLC	0.16%	42.48K	533.5K	-15.03K	-26.14%
Jun 30, 2025	COMERICA BANK	0.15%	39.45K	495.44K	174	+0.44%
Jun 30, 2025	STONEX GROUP INC.	0.28%	75.89K	953.12K	237	+0.31%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.27%	73.63K	924.74K	-17.47K	-19.17%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	63.67K	799.66K	-5.17K	-7.51%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	2.11%	571.4K	7.18M	-104.9K	-15.51%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.53%	416.15K	5.23M	12.56K	+3.11%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.32%	358.58K	4.5M	10.59K	+3.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.26%	340.4K	4.28M	17K	+5.26%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	1.17%	318.12K	4M	-482.61K	-60.27%
Jun 30, 2025	INVESCO LTD.	0.51%	138.66K	1.74M	-5.35K	-3.72%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.19%	52.09K	654.24K	5.05K	+10.74%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.19%	51.1K	641.84K	-83.25K	-61.96%
Jun 30, 2025		0.18%	48.32K	607K	-1.7K	-3.40%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.18%	48.06K	603.62K	9.72K	+25.34%
Jun 30, 2025	COHEN & STEERS, INC.	0.14%	37.78K	475K	37.78K	+100.00%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.14%	37.27K	468K	6.8K	+22.30%
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.13%	35.72K	448.68K	5.6K	+18.61%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	48.96K	614.88K	-4.3K	-8.08%
Jun 30, 2025	STEPHENS INC /AR/	0.12%	31.62K	397.16K	4.77K	+17.76%
Jun 30, 2025	UNCOMMON CENTS INVESTING LLC	0.13%	33.93K	426.21K	-300	-0.88%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.04%	281.58K	3.54M	-15.62K	-5.26%
Jun 30, 2025	ROYAL BANK OF CANADA	0.49%	131.65K	1.65M	44.29K	+50.69%
Jun 30, 2025	LPL FINANCIAL LLC	0.42%	113.01K	1.42M	12.01K	+11.89%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.41%	111.32K	1.4M	12.65K	+12.82%
Jun 30, 2025	BALLAST, INC.	0.41%	111.05K	1.39M	111.05K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	41.24K	517.92K	4.45K	+12.10%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.11%	30.84K	387.36K	30.84K	+100.00%
Jun 30, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.11%	30K	376.8K	-5K	-14.29%
Jun 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.41%	111.05K	1.39M	6.21K	+5.92%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	29.94K	376K	5.3K	+21.49%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.09%	23.99K	301.37K	8.46K	+54.48%
Jun 30, 2025	MORGAN STANLEY	5.6%	1.52M	19.07B	364.14K	+31.55%
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.63%	171.84K	2.16M	171.84K	+100.00%
Jun 30, 2025	CARNEGIE LAKE ADVISORS LLC	0.18%	48.32K	607K	-1.7K	-3.40%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	2.95%	800.73K	9.84M	800.73K	+100.00%
Mar 31, 2025		0.09%	23.27K	285.99K	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	68.83K	845.97K	5K	+7.83%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.17%	47.04K	578.11K	47.04K	+100.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	36.79K	452.1K	36.79K	+100.00%
Mar 31, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.13%	35K	430.15K	0	0
Mar 31, 2025	UNCOMMON CENTS INVESTING LLC	0.13%	34.23K	420.74K	34.23K	+100.00%
Mar 31, 2025	STRATEGIC ADVOCATES LLC	0.28%	77.04K	946.76K	77.04K	+100.00%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	2.83%	767.96K	9.44M	199.97K	+35.21%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	2.49%	676.3K	8.31M	676.3K	+100.00%
Mar 31, 2025	BRAMSHILL INVESTMENTS, LLC	0.18%	49K	602.16K	67	+0.14%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.19%	323.4K	3.97M	35.5K	+12.33%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.14%	38.34K	471.22K	38.34K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	24.65K	303K	7.15K	+40.85%
Mar 31, 2025	WEALTHTRUST AXIOM LLC	0.1%	26.59K	326.8K	26.59K	+100.00%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.11%	30.47K	375K	339	+1.12%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	53.26K	654.51K	23.57K	+79.36%
Mar 31, 2025	STONEX GROUP INC.	0.28%	75.65K	929.71K	75.65K	+100.00%
Mar 31, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.49%	403.6K	4.96M	403.6K	+100.00%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.22%	601.2K	7.39M	601.2K	+100.00%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.29%	78.93K	970.03K	18.17K	+29.90%
Mar 31, 2025	SUMMIT X, LLC	0.21%	57.51K	706.75K	-17.24K	-23.07%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.22%	60.04K	737.92K	60.04K	+100.00%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.1%	297.21K	3.65M	-26.22K	-8.11%
Mar 31, 2025	UBS GROUP AG	3.3%	895.31K	11M	251.13K	+38.99%
Mar 31, 2025	MORGAN STANLEY	4.26%	1.15M	14.19M	155.17K	+15.53%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	44.52K	547.19K	15.21K	+51.89%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.17%	45.47K	558.78K	3.84K	+9.24%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	8.34%	2.26M	27.79M	2.26M	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	43.44K	533.82K	13.99K	+47.52%
Mar 31, 2025	ROYAL BANK OF CANADA	0.32%	87.37K	1.07M	6.01K	+7.38%
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.34%	91.09K	1.12M	91.09K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.34%	91.75K	1.13M	70.78K	+337.55%
Mar 31, 2025	KOVACK ADVISORS, INC.	0.36%	98.67K	1.21M	54.62K	+124.01%
Mar 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.39%	104.84K	1.29M	540	+0.52%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.5%	134.35K	1.65M	134.35K	+100.00%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.28%	347.99K	4.28M	-35.12K	-9.17%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	2.69%	729.48K	8.97M	729.48K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	40.73K	500.52K	1.19K	+3.02%
Mar 31, 2025	COMERICA BANK	0.14%	39.27K	482.66K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.83%	225.88K	2.78M	43.32K	+23.73%
Mar 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.09%	24.24K	297.87K	24.24K	+100.00%
Mar 31, 2025	INVESCO LTD.	0.53%	144.01K	1.77M	-10.08K	-6.54%
Mar 31, 2025	STEPHENS INC /AR/	0.1%	26.85K	330.01K	0	0
Mar 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.11%	30.12K	370.16K	30.12K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.37%	101K	1.24M	14.73K	+17.08%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	118.47K	1.46M	3.88K	+3.38%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.57%	155.56K	1.91M	-9.36K	-5.68%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.78%	211.24K	2.6M	47.92K	+29.34%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	1.86%	442.35K	5.99M	65.2K	+17.29%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	400	5K	400	+100.00%
Mar 31, 2024	VISIONPOINT ADVISORY GROUP, LLC	0%	1K	13.54K	1K	+100.00%
Mar 31, 2024	MARQUETTE ASSET MANAGEMENT, LLC	0%	1.08K	14.65K	0	0
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	1.7K	23.02K	1.7K	+100.00%
Mar 31, 2024	BALDWIN BROTHERS LLC/MA	0.01%	3K	40.62K	3K	+100.00%
Mar 31, 2024	STEPHENS INC /AR/	0.08%	18.9K	255.95K	0	0
Mar 31, 2024	VANGUARD CAPITAL WEALTH ADVISORS	0.15%	35K	473.9K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.53%	364.09K	4.93M	63.42K	+21.09%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.2%	523.33K	7.09M	-2.27K	-0.43%
Mar 31, 2024	MORGAN STANLEY	5.12%	1.22M	16.5M	245.11K	+25.18%
Mar 31, 2024	VERITY ASSET MANAGEMENT, INC.	0.08%	18.37K	248.68K	-624	-3.29%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0%	0	-	-12.17K	-100.00%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0%	0	-	-20.62K	-100.00%
Mar 31, 2024	MISSION WEALTH MANAGEMENT, LP	0%	0	-	-16K	-100.00%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0%	0	-	-33.26K	-100.00%
Mar 31, 2024	M HOLDINGS SECURITIES, INC.	0%	0	-	-16.24K	-100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-12.39K	-100.00%
Mar 31, 2024	AMERICAN NATIONAL BANK	0%	0	-	-200	-100.00%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0%	0	-	-639.53K	-100.00%
Mar 31, 2024	ASSETMARK, INC	0%	78	1.06K	78	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	296	4.01K	-12.58K	-97.70%
Mar 31, 2024	CAROLINAS WEALTH CONSULTING LLC	0.02%	5.23K	70.85K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	5.65K	76.5K	551	+10.81%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.05%	11.36K	153.76K	11.36K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.05%	11.85K	161K	0	0
Mar 31, 2024	1776 WEALTH LLC	0.06%	13.14K	177.97K	0	0
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	13.37K	181.03K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.06%	13.39K	181.24K	13.39K	+100.00%
Mar 31, 2024	GRAVES LIGHT LENHART WEALTH, INC.	0.06%	13.73K	185.88K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	15.81K	214K	15.81K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.07%	15.85K	214.63K	3.44K	+27.67%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.09%	20.78K	281.35K	20.78K	+100.00%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.09%	22.33K	302.34K	559	+2.57%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.11%	26.01K	352K	6.29K	+31.91%
Mar 31, 2024	GATOR CAPITAL MANAGEMENT, LLC	0.12%	27.54K	372.91K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.12%	29.4K	398.08K	5.2K	+21.49%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.15%	35.13K	498.58K	-11.43K	-24.54%
Mar 31, 2024	COMERICA BANK	0.16%	38.12K	516.13K	99	+0.26%
Mar 31, 2024	CETERA ADVISORS LLC	0.18%	42.37K	573.75K	42.37K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.19%	44.81K	606.76K	23.96K	+114.87%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.29%	68.68K	929.94K	25.39K	+58.63%
Mar 31, 2024	SUMMIT X, LLC	0.33%	78.54K	1.06M	-21.4K	-21.42%
Mar 31, 2024	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.39%	93.64K	1.27M	2.76K	+3.04%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	104.32K	1.41M	4.5K	+4.50%
Mar 31, 2024	LPL FINANCIAL LLC	0.48%	115.21K	1.56M	96	+0.08%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.54%	129.72K	1.76M	13.35K	+11.48%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.55%	129.83K	1.76M	0	0
Mar 31, 2024	INVESCO LTD.	0.61%	144.46K	1.96M	11.27K	+8.46%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.77%	183.71K	2.49M	3.61K	+2.01%
Mar 31, 2024	UBS GROUP AG	2.61%	622.09K	8.42M	-2.89K	-0.46%
Mar 31, 2024	WETHERBY ASSET MANAGEMENT INC	0.05%	13K	175.97K	13K	+100.00%
Mar 31, 2024	BRAMSHILL INVESTMENTS, LLC	0.18%	42.83K	579.91K	42.83K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.2%	48.4K	655.37K	10.89K	+29.02%
Mar 31, 2024	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.22%	52.98K	717.29K	-16.52K	-23.77%
Mar 31, 2024	VIRTUS ETF ADVISERS LLC	0.22%	53.07K	718.62K	8.84K	+19.99%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.28%	66.15K	895.73K	20.06K	+43.53%
Mar 31, 2024	KOVACK ADVISORS, INC.	0.29%	67.95K	919.98K	-2.76K	-3.90%
Mar 31, 2024	ROYAL BANK OF CANADA	0.32%	76.03K	1.03M	1.83K	+2.47%
Mar 31, 2024	QUARRY LP	0.36%	86.69K	1.17M	-56.33K	-39.39%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.06%	12.17K	153.02K	12.17K	+100.00%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	12.39K	155.73K	12.39K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.06%	12.42K	156.07K	12.42K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.06%	12.87K	161.81K	11.82K	+1,121.35%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.06%	12.89K	162K	12.89K	+100.00%
Dec 31, 2023	1776 WEALTH LLC	0.06%	13.14K	165.22K	13.14K	+100.00%
Dec 31, 2023		0.07%	13.37K	168.06K	13.37K	+100.00%
Dec 31, 2023	GRAVES LIGHT LENHART WEALTH, INC.	0.07%	13.73K	172.56K	0	0
Dec 31, 2023	ARISTIDES CAPITAL LLC	0.08%	15.63K	196.46K	15.63K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.06%	11.85K	149K	0	0
Dec 31, 2023	CAROLINAS WEALTH CONSULTING LLC	0.03%	5.23K	65.78K	0	0
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	5.1K	64.09K	3.1K	+154.95%
Dec 31, 2023	MORGAN STANLEY	4.79%	973.54K	12.24M	-293.11K	-23.14%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	3.14%	639.53K	8.04M	-343.52K	-34.94%
Dec 31, 2023	UBS GROUP AG	3.07%	624.98K	7.86M	-27.79K	-4.26%
Dec 31, 2023	CLOUGH CAPITAL PARTNERS L P	3.04%	617.42K	7.76M	-36.4K	-5.57%
Dec 31, 2023	MISSION WEALTH MANAGEMENT, LP	0.08%	16K	201.12K	0	0
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.58%	525.6K	6.61M	8.65K	+1.67%
Dec 31, 2023	MARQUETTE ASSET MANAGEMENT, LLC	0.01%	1.08K	13.6K	0	0
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	1.85%	377.15K	4.74M	100.19K	+36.17%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.48%	300.67K	3.78M	14.95K	+5.23%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.89%	180.1K	2.26M	1.49K	+0.84%
Dec 31, 2023	M HOLDINGS SECURITIES, INC.	0.08%	16.24K	204K	-10.79K	-39.92%
Dec 31, 2023	STEPHENS INC /AR/	0.09%	18.9K	237.61K	0	0
Dec 31, 2023	VERITY ASSET MANAGEMENT, INC.	0.09%	18.99K	238.7K	-841	-4.24%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.1%	19.72K	248K	325	+1.68%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.1%	20.62K	259.16K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.1%	20.86K	262.15K	4.63K	+28.50%
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.11%	21.77K	276.48K	-2.45K	-10.13%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.12%	24.2K	304.19K	4.5K	+22.84%
Dec 31, 2023	GATOR CAPITAL MANAGEMENT, LLC	0.14%	27.54K	346.19K	0	0
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.16%	33.26K	421.12K	21.9K	+192.79%
Dec 31, 2023	VANGUARD CAPITAL WEALTH ADVISORS	0.17%	35K	439.95K	0	0
Dec 31, 2023	QUARRY LP	0.7%	143.02K	1.8M	-4.2K	-2.85%
Dec 31, 2023	INVESCO LTD.	0.65%	133.19K	1.67M	8.63K	+6.93%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.64%	129.83K	1.63M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.57%	116.36K	1.46M	-541	-0.46%
Dec 31, 2023	LPL FINANCIAL LLC	0.57%	115.11K	1.45M	-10.25K	-8.17%
Dec 31, 2023	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.52%	105.21K	1.32M	47.19K	+81.33%
Dec 31, 2023	SUMMIT X, LLC	0.49%	99.95K	1.26M	-2.14K	-2.10%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	99.83K	1.26M	10.53K	+11.80%
Dec 31, 2023	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.45%	90.88K	1.14M	-1.61K	-1.74%
Dec 31, 2023	ROYAL BANK OF CANADA	0.36%	74.19K	933K	-2.16K	-2.82%
Dec 31, 2023	KOVACK ADVISORS, INC.	0.35%	70.7K	888.74K	26.87K	+61.29%
Dec 31, 2023	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.34%	69.5K	873.58K	-3.44K	-4.72%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.23%	46.55K	585.17K	46.55K	+100.00%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.23%	46.09K	579.38K	5K	+12.17%
Dec 31, 2023	VIRTUS ETF ADVISERS LLC	0.22%	44.23K	556K	-17.1K	-27.88%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.21%	43.3K	544.28K	-10.47K	-19.47%
Dec 31, 2023	COMERICA BANK	0.19%	38.02K	477.91K	5.47K	+16.82%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.18%	37.52K	471.57K	9.45K	+33.67%

Insiders

Among the KIO insiders holding of 0.05% of the stake in company, DONOHOE SUZANNE, President, holds the largest shares of 37.53K. SHELDON CHRISTOPHER A, , is the second largest KIO insider with ownership of 14.99K shares. CAHILL MICHAEL E, director, stands third with possession of 3.5K shares of that stake.

Insiders	Designation	Shares Held
DONOHOE SUZANNE	President	37.53K
SHELDON CHRISTOPHER A		14.99K
CAHILL MICHAEL E	director	3.5K
LANE JEREMIAH S		2K
TAKAO JUSTIN	Treasurer, CAO & CFO	46

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 04, 2026	TAKAO JUSTIN	SALE	11.71	4.99K	58.48K	46
Feb 03, 2026	TAKAO JUSTIN	SALE	11.73	100	1.17K	6.46K
Mar 20, 2020	DONOHOE SUZANNE	PURCHASE	10.42	200	2.08K	37.53K
Mar 19, 2020	LANE JEREMIAH S	PURCHASE	9.51	2K	19.02K	2K
Jul 18, 2018	SHELDON CHRISTOPHER A	PURCHASE	16.56	14.7K	243.43K	14.99K
Jul 17, 2018	SHELDON CHRISTOPHER A	PURCHASE	16.46	294	4.84K	294
Nov 30, 2016	CAHILL MICHAEL E	PURCHASE	15.61	3.5K	54.62K	3.5K
Feb 10, 2014	DONOHOE SUZANNE	PURCHASE	18.99	28K	531.72K	28K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES5.09K2

NET SHARES-5.09K2

SHARES HELD6.5K2

% NET SHARES-178.35%0%

Frequently Asked Questions