How many institutions own KYN 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 KYN shares is 266, representing 31.82% of the company's common stock.

Who are the major shareholders selling Kayne Anderson Energy Infrastructure Fund, Inc. stock?

ROYAL BANK OF CANADA, in the last quarter, reduced its stake in KYN by -5.2% restricting it's holding to 2.09 million shares of worth nearly $25.93M. GUGGENHEIM CAPITAL LLC also lessened -22.91% of the KYN shares from its portfolio, reducing its holding to 160.38 thousand shares of worth $1.99M. STANSBERRY ASSET MANAGEMENT, LLC also shunned KYN shares holding by -23.58% last quarter which brought its holding to 630.47 thousand shares worth $7.81M.

Investors who are buying KYN stock?

As per its latest 13F filing, BARD ASSOCIATES INC increased its stake in KYN by 49.47% in the last quarter. The institutional holder raised its holding to 587.43 thousand shares having worth more than $7.27M. PREVAIL INNOVATIVE WEALTH ADVISORS, LLC also added 23.13% more shares of KYN to its portfolio, raising its holding to 152.75 thousand shares of worth $1.89M. COMMERCE BANK also increased its KYN shares holding by 109.66% which brought its holding to 160.93 thousand shares worth $1.99M.

KYN's major insiders: who are they?

The insider with the most stakes in KYN is LINCOLN NATIONAL LIFE INSURANCE CO /IN/ , 10 percent owner at the company. Additionally, KYN stock is highly held by KAYNE ANDERSON CAPITAL ADVISORS LP and President Baker James C among others.

Did an insider recently sell KYN stock?

Company executives, directors, and other insiders own 1% percent of Kayne Anderson Energy Infrastructure Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which KYN insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WALKER CARITA, KAYNE ANDERSON CAPITAL ADVISORS LP, and BOSWELL ALAN.

Which insider recently purchased KYN stock?

There have been 10 transaction(s) during the past 6-months in which Kayne Anderson Energy Infrastructure Fund, Inc. insiders have bought stock, totalling 166100 shares

How much of KYN does insiders own?

Around 5.63M Kayne Anderson Energy Infrastructure Fund, Inc. shares are held by insiders, which represents about 1% of KYN stock.

Who is the insider with the largest stake?

KYN 10 percent owner, LINCOLN NATIONAL LIFE INSURANCE CO /IN/ holds the largest portfolio of the company's shares. KYN shares owned by LINCOLN total nearly 5 million.

Which institution holds the most shares in KYN?

BARD ASSOCIATES INC is the largest institutional owner in KYN which holds 587.43 thousand shares worth $7.27M or 0.35% of the total KYN shares outstanding followed by ROYAL BANK OF CANADA with ownership of 2.09 million shares representing 1.24% of the KYN ownership. PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is the third largest stakeholder with 152.75 thousand shares or 0.09% of the ownership worth more than $1.89M.

Is Kayne Anderson Energy Infrastructure 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 KYN is concerned, it is a stock which is optionable.

Is there a short position on KYN's shares?

Number of KYN 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 KYN shares are there?

As of today, null shares of KYN are outstanding.

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

KYN 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 KYN is null.

Kayne Anderson Energy Infrastructure Fund (KYN) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

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

Major Holders Summary

1% Percentage of Shares held by All Insiders

31.82% Percentage of Shares held by All Institutions

32.14% Percentage of Float held by Institutions

266

Number of Institutions Holding Shares

Institutional Ownership

About 31.82% of KYN shares are held by financial institutions. BARD ASSOCIATES INC is the top corporate investor, holding 587.43K shares valued at $7.27M. A 0.35% stake in Kayne Anderson Energy Infrastructure Fund, Inc. is owned by the company. ROYAL BANK OF CANADA owns 2.09M shares valued at $25.93M, which translates its holding of 1.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BARD ASSOCIATES INC	0.35%	587.43K	7.27M	194.42K	+49.47%
Dec 31, 2025	ROYAL BANK OF CANADA	1.24%	2.09M	25.93M	-114.87K	-5.20%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.09%	152.75K	1.89M	28.69K	+23.13%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.09%	160.38K	1.99M	-47.67K	-22.91%
Dec 31, 2025	COMMERCE BANK	0.1%	160.93K	1.99M	84.17K	+109.66%
Dec 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.18%	307.23K	3.8M	276	+0.09%
Dec 31, 2025	ZAZOVE ASSOCIATES LLC	0.25%	414.96K	5.14M	27K	+6.96%
Dec 31, 2025	ZIMMER PARTNERS, LP	0.33%	554.7K	6.87M	304.7K	+121.88%
Dec 31, 2025	STANSBERRY ASSET MANAGEMENT, LLC	0.37%	630.47K	7.81M	-194.56K	-23.58%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.41%	689.8K	8.54M	302.26K	+77.99%
Dec 31, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.11%	184.38K	2.28M	4K	+2.22%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	165.33K	2.05M	439	+0.27%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.1%	169.18K	2.09M	169.18K	+100.00%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.11%	188.93K	2.33M	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	202.05K	2.5M	6.68K	+3.42%
Dec 31, 2025	KAYNE ANDERSON CAPITAL ADVISORS LP	0.48%	808.75K	10.01M	0	0
Dec 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.32%	2.24M	27.72M	516.39K	+29.97%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.11%	193.09K	2.39M	90.9K	+88.95%
Dec 31, 2025	BROWN ADVISORY INC	1.59%	2.7M	33.37M	2.7M	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.54%	4.29M	53.12M	-772.78K	-15.26%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.18%	306.27K	3.79M	-18.26K	-5.63%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.73%	1.23M	15.19M	789	+0.06%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.49%	2.53M	31.29M	37.96K	+1.52%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.81%	4.75M	58.76M	505.71K	+11.93%
Dec 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.11%	191.92K	2.38M	-2.35K	-1.21%
Dec 31, 2025	TERRIL BROTHERS, INC.	0.87%	1.47M	18.24M	12.9K	+0.88%
Dec 31, 2025	UBS GROUP AG	0.79%	1.34M	16.54M	-25.61K	-1.88%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.09%	1.84M	22.81M	40.97K	+2.27%
Dec 31, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.13%	218.87K	2.71M	10.34K	+4.96%
Dec 31, 2025	GARNER ASSET MANAGEMENT CORP	0.18%	303.14K	3.75M	6.29K	+2.12%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.19%	323.63K	4.01M	-56.92K	-14.96%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.2%	340.31K	4.21M	-7.55K	-2.17%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	130.02K	1.61M	-5.75K	-4.24%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.77%	2.99M	36.96M	203.03K	+7.30%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.81%	1.37M	16.95M	-45.49K	-3.22%
Dec 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.39%	659.2K	8.16M	9.43K	+1.45%
Dec 31, 2025	RFG ADVISORY, LLC	0.13%	214.05K	2.65M	14.03K	+7.02%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.09%	144.3K	1.79M	-160.57K	-52.67%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	124.31K	1.54M	19.41K	+18.50%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.08%	128.28K	1.59M	2.57K	+2.04%
Dec 31, 2025	MORGAN STANLEY	6%	10.14M	125.58M	131.37K	+1.31%
Dec 31, 2025	LIDO ADVISORS, LLC	0.21%	355.28K	4.39M	513	+0.14%
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.23%	392.58K	4.86M	27.38K	+7.50%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	758.63K	9.39M	-27.92K	-3.55%
Dec 31, 2025	ORG WEALTH PARTNERS, LLC	0.11%	187.56K	2.32M	-355	-0.19%
Dec 31, 2025	COHEN & STEERS, INC.	0.06%	96K	1.19M	0	0
Dec 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.06%	96.07K	1.19M	1.87K	+1.99%
Dec 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.08%	141.53K	1.75M	-2.67K	-1.85%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.32%	535.71K	6.63M	44.15K	+8.98%
Dec 31, 2025	COMERICA BANK	0.06%	105.77K	1.31M	7.21K	+7.32%
Dec 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.06%	108.62K	1.34M	3.71K	+3.53%
Dec 31, 2025	COLLAR CAPITAL MANAGEMENT, LLC	0.07%	112.02K	1.39M	-900	-0.80%
Dec 31, 2025	PROMETHIUM ADVISORS,LLC	0.07%	124.25K	1.54M	20.65K	+19.93%
Dec 31, 2025	MATISSE CAPITAL	0.13%	222.84K	2.76M	0	0
Dec 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.14%	235.57K	2.92M	3.32K	+1.43%
Dec 31, 2025		0.15%	250.92K	3.11M	250.92K	+100.00%
Dec 31, 2025	TSP CAPITAL MANAGEMENT GROUP, LLC	0.15%	257.73K	3.19M	-5.1K	-1.94%
Dec 31, 2025	OPPENHEIMER & CO INC	0.16%	268.9K	3.33M	1.91K	+0.72%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.17%	280.56K	3.47M	10.69K	+3.96%
Dec 31, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.17%	294.29K	3.64M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	140.89K	1.74M	1.39K	+0.99%
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	0.08%	139.24K	1.72M	0	0
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	137.19K	1.7M	-39.2K	-22.22%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.06%	94.78K	1.17M	-24.74K	-20.70%
Dec 31, 2025	LPL FINANCIAL LLC	0.34%	570.49K	7.06M	-53.21K	-8.53%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.21%	347.86K	4.3M	18.6K	+5.65%
Sep 30, 2025	MATISSE CAPITAL	0.13%	222.84K	2.76M	0	0
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.19%	324.53K	4.01M	231	+0.07%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.09%	144.2K	1.78M	-9.76K	-6.34%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.19%	321.17K	3.97M	28.29K	+9.66%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.18%	306.96K	3.8M	375	+0.12%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.16%	269.87K	3.34M	18.88K	+7.52%
Sep 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.38%	649.76K	8.04M	23.01K	+3.67%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	786.54K	9.81M	-35.34K	-4.30%
Sep 30, 2025	KAYNE ANDERSON CAPITAL ADVISORS LP	0.48%	808.75K	10M	0	0
Sep 30, 2025	STANSBERRY ASSET MANAGEMENT, LLC	0.49%	825.03K	10.21M	-4.02K	-0.48%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.72%	1.23M	15.16M	85.45K	+7.49%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	139.51K	1.73M	-13	-0.01%
Sep 30, 2025	UBS GROUP AG	0.81%	1.36M	16.85M	-37.05K	-2.65%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.84%	1.41M	17.5M	60.53K	+4.47%
Sep 30, 2025	TERRIL BROTHERS, INC.	0.86%	1.46M	18.07M	394.01K	+36.94%
Sep 30, 2025	ORG WEALTH PARTNERS, LLC	0.11%	187.91K	2.32M	51.88K	+38.14%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.11%	188.93K	2.17M	-2.35K	-1.23%
Sep 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.11%	194.27K	2.4M	-1.19K	-0.61%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	195.37K	2.42M	10.91K	+5.91%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.02%	1.72M	21.31M	1.38M	+402.04%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.07%	1.8M	22.29M	-171.76K	-8.70%
Sep 30, 2025	ROYAL BANK OF CANADA	1.31%	2.21M	27.33M	-29.61K	-1.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.47%	2.49M	30.8M	-120.07K	-4.60%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.65%	2.78M	34.42M	-487.96K	-14.92%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.99%	5.06M	62.64M	-358.43K	-6.61%
Sep 30, 2025	MORGAN STANLEY	5.92%	10.01M	123.85M	288.77K	+2.97%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	0.12%	205.71K	2.54M	0	0
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.12%	208.05K	2.57M	-82.47K	-28.39%
Sep 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.12%	208.53K	2.58M	10.7K	+5.41%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.14%	232.25K	2.87M	12.91K	+5.89%
Sep 30, 2025	ZIMMER PARTNERS, LP	0.15%	250K	3.09M	150K	+150.00%
Sep 30, 2025	TSP CAPITAL MANAGEMENT GROUP, LLC	0.16%	262.83K	3.25M	-2K	-0.76%
Sep 30, 2025	LIDO ADVISORS, LLC	0.21%	354.76K	4.39M	9.3K	+2.69%
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.22%	365.21K	4.52M	21.92K	+6.38%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	380.55K	4.71M	57.03K	+17.63%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.23%	387.54K	4.79M	387.54K	+100.00%
Sep 30, 2025	GARNER ASSET MANAGEMENT CORP	0.18%	296.85K	3.67M	13.02K	+4.59%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.18%	304.87K	3.77M	-15.48K	-4.83%
Sep 30, 2025	ZAZOVE ASSOCIATES LLC	0.23%	387.96K	4.8M	-97.57K	-20.10%
Sep 30, 2025	BARD ASSOCIATES INC	0.23%	393.01K	4.86M	323.16K	+462.69%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.23%	395.34K	4.89M	4.53K	+1.16%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.29%	491.56K	6.08M	30.56K	+6.63%
Sep 30, 2025	LPL FINANCIAL LLC	0.37%	623.7K	7.72M	42.91K	+7.39%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	164.89K	2.04M	4.7K	+2.94%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	176.38K	2.18M	1.11K	+0.63%
Sep 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.11%	180.38K	2.23M	4.95K	+2.82%
Sep 30, 2025	RFG ADVISORY, LLC	0.12%	200.01K	2.47M	-7.99K	-3.84%
Sep 30, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.17%	294.29K	3.64M	70.14K	+31.29%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.51%	4.24M	52.46M	-426.64K	-9.14%
Sep 30, 2025	COMMERCE BANK	0.05%	76.76K	949.48K	10.62K	+16.05%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.05%	79.2K	979.68K	198	+0.25%
Sep 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.05%	83.13K	1.03M	7.7K	+10.21%
Sep 30, 2025	SECURE ASSET MANAGEMENT, LLC	0.05%	89.45K	1.1M	0	0
Sep 30, 2025	ARISTIDES CAPITAL LLC	0.05%	91.13K	1.13M	0	0
Sep 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.06%	94.2K	1.17M	1.19K	+1.28%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.06%	98.88K	1.22M	85.38K	+632.44%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.06%	104.15K	1.29M	10.28K	+10.95%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	104.9K	1.3M	-1.98K	-1.86%
Sep 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.06%	104.92K	1.3M	1.53K	+1.48%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.06%	106.62K	1.32M	-2.74K	-2.51%
Sep 30, 2025	COLLAR CAPITAL MANAGEMENT, LLC	0.07%	112.92K	1.4M	-6K	-5.05%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.07%	119.52K	1.48M	-3.44K	-2.80%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.07%	124.06K	1.53M	124.06K	+100.00%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.07%	125.71K	1.56M	31.64K	+33.63%
Sep 30, 2025	INVESCO LTD.	0.08%	127.31K	1.57M	2.82K	+2.26%
Sep 30, 2025	OPPENHEIMER & CO INC	0.16%	266.99K	3.3M	3.12K	+1.18%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	139.52K	1.78M	-116.27K	-45.45%
Jun 30, 2025	INVESCO LTD.	0.07%	124.5K	1.58M	-10.24K	-7.60%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.21%	5.42M	68.97M	-30.56K	-0.56%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.27%	461K	5.86M	140.95K	+44.04%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.23%	390.81K	4.97M	308.21K	+373.12%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.06%	93.01K	1.18M	603	+0.65%
Jun 30, 2025	ARISTIDES CAPITAL LLC	0.05%	91.13K	1.16M	0	0
Jun 30, 2025	SECURE ASSET MANAGEMENT, LLC	0.05%	89.45K	1.14M	0	0
Jun 30, 2025	COHEN & STEERS, INC.	0.05%	88K	1.12M	0	0
Jun 30, 2025	MORGAN STANLEY	5.75%	9.72M	123.68B	307.49K	+3.27%
Jun 30, 2025	ZAZOVE ASSOCIATES LLC	0.29%	485.53K	6.18M	-107.41K	-18.11%
Jun 30, 2025	LIDO ADVISORS, LLC	0.2%	345.47K	4.39M	4.97K	+1.46%
Jun 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.2%	343.29K	4.37M	-3.97K	-1.14%
Jun 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.2%	343.16K	4.36M	286.76K	+508.44%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.19%	329.26K	4.19M	31.69K	+10.65%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	323.52K	4.12M	-18.66K	-5.45%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	821.88K	10.45M	-6.59K	-0.80%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.15%	251K	3.19M	15.37K	+6.52%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.13%	219.34K	2.79M	-874	-0.40%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.12%	205.71K	2.62M	107.5K	+109.46%
Jun 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.12%	197.83K	2.52M	14.09K	+7.67%
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0.11%	191.28K	2.35M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.54%	2.61M	33.2M	-67.31K	-2.51%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.17%	1.97M	25.1M	-86.4K	-4.19%
Jun 30, 2025	UBS GROUP AG	0.83%	1.4M	17.79M	-45.06K	-3.12%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.8%	1.35M	17.22M	14.53K	+1.09%
Jun 30, 2025	STANSBERRY ASSET MANAGEMENT, LLC	0.49%	829.05K	10.55M	-380.01K	-31.43%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.19%	320.35K	4.07M	320.35K	+100.00%
Jun 30, 2025	TSP CAPITAL MANAGEMENT GROUP, LLC	0.16%	264.83K	3.37M	-4.5K	-1.67%
Jun 30, 2025	OPPENHEIMER & CO INC	0.16%	263.86K	3.36M	40.71K	+18.24%
Jun 30, 2025	QUANTEDGE CAPITAL PTE LTD	0.14%	234.59K	2.98M	39.1K	+20.00%
Jun 30, 2025	MATISSE CAPITAL	0.13%	222.84K	2.83M	222.84K	+100.00%
Jun 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.12%	195.46K	2.49M	145	+0.07%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	175.28K	2.23M	2.37K	+1.37%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.09%	153.96K	1.96M	-3.44K	-2.19%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.76%	4.67M	59.37M	256.72K	+5.82%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.93%	3.27M	41.6M	181.84K	+5.89%
Jun 30, 2025	ORG WEALTH PARTNERS, LLC	0.08%	136.03K	1.71M	36.61K	+36.82%
Jun 30, 2025	LPL FINANCIAL LLC	0.34%	580.79K	7.39M	256.91K	+79.32%
Jun 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.37%	626.75K	7.97M	-261.38K	-29.43%
Jun 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.1%	175.43K	2.23M	24.22K	+16.02%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	184.46K	2.35M	15.2K	+8.98%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.18%	306.58K	3.9M	1.68K	+0.55%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	160.19K	2.04M	17.93K	+12.60%
Jun 30, 2025	ROYAL BANK OF CANADA	1.32%	2.24M	28.48M	-2.5K	-0.11%
Jun 30, 2025	GARNER ASSET MANAGEMENT CORP	0.17%	283.82K	3.61M	-6.86K	-2.36%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.17%	292.88K	3.73M	-44.29K	-13.13%
Jun 30, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.13%	224.15K	2.85M	69K	+44.47%
Jun 30, 2025	RFG ADVISORY, LLC	0.12%	208K	2.65M	37.85K	+22.25%
Jun 30, 2025	WNY ASSET MANAGEMENT, LLC	0.11%	186.77K	2.38M	-129.58K	-40.96%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.07%	122.96K	1.56M	-3.79K	-2.99%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.07%	121.89K	1.55M	2.36K	+1.98%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.06%	109.37K	1.39M	109.37K	+100.00%
Jun 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.06%	103.39K	1.32M	-97	-0.09%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.06%	102.21K	1.3M	-47.39K	-31.68%
Jun 30, 2025	ZIMMER PARTNERS, LP	0.06%	100K	1.27M	100K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	96.35K	1.23M	91.08K	+1,727.93%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.06%	93.87K	1.19M	5.35K	+6.04%
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.05%	92.32K	1.17M	-5.34K	-5.47%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.19%	324.29K	4.13M	4.13K	+1.29%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.05%	83.67K	1.06M	83.67K	+100.00%
Jun 30, 2025	JEPPSON WEALTH MANAGEMENT, LLC	0.05%	78.75K	1M	3.68K	+4.90%
Jun 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.04%	75.43K	959.46K	63.51K	+532.85%
Jun 30, 2025	BARD ASSOCIATES INC	0.04%	69.84K	888.42K	2.89K	+4.32%
Jun 30, 2025	COMMERCE BANK	0.04%	66.14K	841.33K	5.5K	+9.07%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	63.62K	809.19K	1.24K	+1.98%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	0.04%	61.2K	778.46K	0	0
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.03%	56.8K	722.5K	56.8K	+100.00%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.03%	56.61K	720.06K	1.35K	+2.44%
Jun 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.03%	55.03K	699.92K	800	+1.48%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.03%	54.06K	687.68K	-8.04K	-12.94%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.03%	49.63K	631.27K	-3.24K	-6.13%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.67%	1.14M	14.51M	59.75K	+5.53%
Jun 30, 2025	TERRIL BROTHERS, INC.	0.63%	1.07M	13.57M	609K	+133.04%
Jun 30, 2025	KAYNE ANDERSON CAPITAL ADVISORS LP	0.48%	808.75K	10.29M	-805.37K	-49.90%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.17%	290.52K	3.7M	-107.26K	-26.96%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	139.83K	1.78M	6.12K	+4.58%
Jun 30, 2025		0.08%	136.03K	1.71M	36.61K	+36.82%
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.09%	157.4K	2.02M	-5.96K	-3.65%
Mar 31, 2025	LPL FINANCIAL LLC	0.19%	323.89K	4.16M	23.1K	+7.68%
Mar 31, 2025	UBS GROUP AG	0.85%	1.44M	18.53M	-19.56K	-1.34%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.79%	1.34M	17.16M	460.15K	+52.33%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.61%	4.41M	56.59M	-103.8K	-2.30%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.83%	3.09M	39.62M	468.51K	+17.88%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.58%	2.68M	34.35M	23.66K	+0.89%
Mar 31, 2025	ROYAL BANK OF CANADA	1.33%	2.24M	28.76M	242.91K	+12.15%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.64%	1.08M	13.86M	78.42K	+7.82%
Mar 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.53%	888.13K	11.39M	-741	-0.08%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	828.47K	10.63M	224.5K	+37.17%
Mar 31, 2025	ZAZOVE ASSOCIATES LLC	0.35%	592.95K	7.61M	-84K	-12.41%
Mar 31, 2025	WNY ASSET MANAGEMENT, LLC	0.19%	316.35K	4.06M	-197.16K	-38.39%
Mar 31, 2025	TSP CAPITAL MANAGEMENT GROUP, LLC	0.16%	269.33K	3.46M	-1.35K	-0.50%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.18%	304.91K	3.91M	-1.62K	-0.53%
Mar 31, 2025	MORGAN STANLEY	5.57%	9.42M	120.81M	270.84K	+2.96%
Mar 31, 2025	TERRIL BROTHERS, INC.	0.27%	457.76K	58.73M	-5.33K	-1.15%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.24%	397.78K	5.1M	-98.92K	-19.92%
Mar 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.21%	347.26K	4.46M	-33.93K	-8.90%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.2%	342.18K	4.39M	-101.94K	-22.95%
Mar 31, 2025	LIDO ADVISORS, LLC	0.2%	340.49K	4.37M	-1.02K	-0.30%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.2%	337.16K	4.33M	15.92K	+4.96%
Mar 31, 2025	QUANTEDGE CAPITAL PTE LTD	0.12%	195.49K	2.51M	110.8K	+130.82%
Mar 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.12%	195.31K	2.51M	-19.49K	-9.07%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	142.26K	1.83M	74.87K	+111.11%
Mar 31, 2025	INVESCO LTD.	0.08%	134.73K	1.73M	25.04K	+22.83%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	133.71K	1.72M	30.12K	+29.08%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	3.22%	5.45M	69.96M	-559.89K	-9.31%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.22%	2.06M	26.43M	212.87K	+11.53%
Mar 31, 2025	KAYNE ANDERSON CAPITAL ADVISORS LP	0.95%	1.61M	20.69M	0	0
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.18%	297.58K	3.82M	36.22K	+13.86%
Mar 31, 2025	GARNER ASSET MANAGEMENT CORP	0.17%	290.68K	3.73M	-4.98K	-1.69%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.14%	235.62K	3.02M	7.2K	+3.15%
Mar 31, 2025	OPPENHEIMER & CO INC	0.13%	223.15K	2.86M	12.27K	+5.82%
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.13%	220.22K	2.83M	24.81K	+12.70%
Mar 31, 2025	BRIDGEWATER ADVISORS INC.	0.11%	191.28K	2.29M	0	0
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.11%	190.92K	2.45M	190.92K	+100.00%
Mar 31, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.11%	183.74K	2.36M	-8K	-4.17%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	172.91K	2.22M	51.13K	+41.98%
Mar 31, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.09%	155.15K	1.99M	22.49K	+16.95%
Mar 31, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.09%	151.21K	1.94M	5.65K	+3.88%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.09%	149.59K	1.92M	18.57K	+14.17%
Mar 31, 2025	HB WEALTH MANAGEMENT, LLC	0.07%	126.75K	1.63M	-31.22K	-19.76%
Mar 31, 2025	COMERICA BANK	0.07%	125.01K	1.6M	25.78K	+25.97%
Mar 31, 2025		0.19%	320.16K	4.11M	320.16K	+100.00%
Mar 31, 2025	RFG ADVISORY, LLC	0.1%	170.15K	2.18M	170.15K	+100.00%
Mar 31, 2025	SUMMIT FINANCIAL, LLC	0.19%	320.05K	4.11M	618	+0.19%
Mar 31, 2025	STANSBERRY ASSET MANAGEMENT, LLC	0.71%	1.21M	15.51M	33.55K	+2.85%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	255.79K	3.28M	27.08K	+11.84%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	169.26K	2.17M	57.11K	+50.93%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.53%	725.71K	7.26M	55.39K	+8.26%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.56%	953.58K	9.55M	618.37K	+184.47%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.59%	1M	10.03M	34.34K	+3.55%
Mar 31, 2024	STANSBERRY ASSET MANAGEMENT, LLC	0.65%	1.1M	11.06M	123.89K	+12.63%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.82%	1.39M	13.89M	37.4K	+2.77%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.92%	1.26M	12.62M	2.38K	+0.19%
Mar 31, 2024	KAYNE ANDERSON CAPITAL ADVISORS LP	0.95%	1.61M	16.16M	0	0
Mar 31, 2024	UBS GROUP AG	1.01%	1.4M	13.99M	176.12K	+14.41%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	1.44%	1.99M	19.88M	88.17K	+4.65%
Mar 31, 2024	BROWN ADVISORY INC	1.59%	2.7M	27M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	1.62%	2.23M	22.34M	8.27K	+0.37%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.19%	3.02M	30.19M	-177.5K	-5.56%
Mar 31, 2024	TERRIL BROTHERS, INC.	0.19%	328.03K	3.28M	25.47K	+8.42%
Mar 31, 2024	MERIDIAN WEALTH MANAGEMENT, LLC	0.26%	434.32K	4.35M	14.36K	+3.42%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.29%	395.3K	3.97M	-81.86K	-17.15%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	95.93K	960K	3.48K	+3.76%
Mar 31, 2024	CAMELOT PORTFOLIOS, LLC	0.07%	122.88K	1.23M	-63.81K	-34.18%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.08%	140K	1.21M	9.92K	+7.63%
Mar 31, 2024	PROPEL BIO MANAGEMENT, LLC	0.09%	147.03K	1.47M	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.15%	212.71K	2.13M	-148.3K	-41.08%
Mar 31, 2024	TSP CAPITAL MANAGEMENT GROUP, LLC	0.17%	280.73K	2.81M	2.2K	+0.79%
Mar 31, 2024	GARNER ASSET MANAGEMENT CORP	0.18%	296.23K	2.97M	-5.18K	-1.72%
Mar 31, 2024	LPL FINANCIAL LLC	0.18%	248.64K	2.49M	-215	-0.09%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.41%	564.45K	5.65M	15.8K	+2.88%
Mar 31, 2024	ZAZOVE ASSOCIATES LLC	0.46%	781.79K	7.83B	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.83%	3.9M	38.99M	532.68K	+15.84%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	3.47%	5.87M	58.78M	5.85M	+24,443.58%
Mar 31, 2024	MORGAN STANLEY	5.91%	8.15M	81.55M	973.25K	+13.57%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	127.71K	1.28M	-241.94K	-65.45%
Mar 31, 2024	PRIVATE WEALTH STRATEGIES, L.L.C.	0.08%	129.94K	1.3M	-1.57K	-1.19%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.08%	134.35K	1.34M	20.86K	+18.38%
Mar 31, 2024	NWAM LLC	0.08%	134.63K	1.34M	-51.16K	-27.54%
Mar 31, 2024	EDGEMOOR INVESTMENT ADVISORS, INC.	0.08%	138.33K	1.38M	20.98K	+17.87%
Mar 31, 2024	CADENT CAPITAL ADVISORS, LLC	0.52%	878.98K	8.8M	22.07K	+2.58%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	0.52%	881.38K	8.82M	-4.24K	-0.48%
Mar 31, 2024	CORNERSTONE ADVISORY, LLC	0.08%	111.91K	1.12M	-56.05K	-33.37%
Mar 31, 2024	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.18%	308.14K	3.08M	-15.81K	-4.88%
Mar 31, 2024	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.19%	313K	3.13M	-13.64K	-4.18%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.05%	63.14K	632.05K	-17.59K	-21.78%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.05%	64.93K	649.94K	1.58K	+2.49%
Mar 31, 2024	TCTC HOLDINGS, LLC	0.06%	76.36K	764.31K	-2K	-2.55%
Mar 31, 2024	JEPPSON WEALTH MANAGEMENT, LLC	0.06%	76.77K	768.41K	-994	-1.28%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	77.37K	774K	77.37K	+100.00%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.06%	79.97K	800K	-9.84K	-10.96%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.06%	81.21K	812.86K	1.3K	+1.63%
Mar 31, 2024	COOPER FINANCIAL GROUP	0.06%	84.23K	843.15K	4.77K	+6.00%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	84.49K	845.74K	-3.31K	-3.77%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	85.75K	858.34K	12.09K	+16.42%
Mar 31, 2024	RFG ADVISORY, LLC	0.06%	89.45K	895.37K	-3K	-3.25%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.24%	406.99K	4.07M	-270.9K	-39.96%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	3.45%	5.84M	58.44M	-1.2M	-16.99%
Mar 31, 2024	SIMPLIFY ASSET MANAGEMENT INC.	0.09%	147.03K	1.47M	0	0
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.1%	170.91K	1.71M	-9.35K	-5.19%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.1%	174.38K	1.75M	24.66K	+16.47%
Mar 31, 2024	OPPENHEIMER & CO INC	0.1%	176.72K	1.77M	-28.06K	-13.70%
Mar 31, 2024	BRIDGEWATER ADVISORS INC.	0.12%	196.41K	1.97M	0	0
Mar 31, 2024	LIDO ADVISORS, LLC	0.13%	216.79K	2.17M	38.2K	+21.39%
Mar 31, 2024	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.14%	236.59K	2.37M	6.03K	+2.61%
Mar 31, 2024	BEVERLY HILLS PRIVATE WEALTH, LLC	0.15%	250.34K	2.51M	5.49K	+2.24%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.3%	411.36K	4.12M	19.01K	+4.85%
Mar 31, 2024	WNY ASSET MANAGEMENT, LLC	0.31%	519.5K	5.2M	28.08K	+5.71%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.41%	560.62K	5.61M	-23.15K	-3.97%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.4%	548.65K	4.82M	-371.65K	-40.38%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.08%	113.5K	996.49K	2.24K	+2.01%
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.5%	677.89K	5.95M	284.39K	+72.27%
Dec 31, 2023	ZAZOVE ASSOCIATES LLC	0.57%	781.79K	6.86M	313.28K	+66.87%
Dec 31, 2023	CADENT CAPITAL ADVISORS, LLC	0.63%	856.91K	7.52M	-35.8K	-4.01%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	0.65%	885.62K	7.78M	535.03K	+152.61%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.71%	967.57K	8.5M	967.57K	+100.00%
Dec 31, 2023	STANSBERRY ASSET MANAGEMENT, LLC	0.72%	980.89K	8.61M	-130.72K	-11.76%
Dec 31, 2023	UBS GROUP AG	0.9%	1.22M	10.73M	46.42K	+3.95%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.92%	1.26M	11.05M	429.42K	+51.82%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.99%	1.35M	11.86M	93.48K	+7.44%
Dec 31, 2023	KAYNE ANDERSON CAPITAL ADVISORS LP	1.19%	1.61M	14.17M	1.61M	+100.00%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	1.39%	1.9M	16.66M	472.41K	+33.15%
Dec 31, 2023	ROYAL BANK OF CANADA	1.63%	2.22M	19.52M	632.38K	+39.74%
Dec 31, 2023	BROWN ADVISORY INC	1.98%	2.7M	23.68M	-1.88K	-0.07%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.35%	3.19M	28.04M	2.23M	+232.81%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.47%	3.36M	29.52M	100.92K	+3.09%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	5.17%	7.03M	61.75M	-876.81K	-11.08%
Dec 31, 2023	MORGAN STANLEY	5.27%	7.17M	62.98M	1.5M	+26.41%
Dec 31, 2023	EDGEMOOR INVESTMENT ADVISORS, INC.	0.09%	117.36K	1.03M	505	+0.43%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.1%	130.08K	1.14M	-9.92K	-7.09%
Dec 31, 2023	PRIVATE WEALTH STRATEGIES, L.L.C.	0.1%	131.51K	1.15M	-2.99K	-2.22%
Dec 31, 2023	SIMPLIFY ASSET MANAGEMENT INC.	0.11%	147.03K	1.26M	0	0
Dec 31, 2023		0.11%	147.03K	1.29M	147.03K	+100.00%
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.11%	149.72K	1.31M	149.72K	+100.00%
Dec 31, 2023	CORNERSTONE ADVISORY, LLC	0.12%	167.96K	1.47M	-3.58K	-2.09%
Dec 31, 2023	LIDO ADVISORS, LLC	0.13%	178.59K	1.57M	178.59K	+100.00%
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0.13%	180.26K	1.58M	-3.61K	-1.96%
Dec 31, 2023	NWAM LLC	0.14%	185.79K	1.63M	154.49K	+493.49%
Dec 31, 2023	CAMELOT PORTFOLIOS, LLC	0.14%	186.69K	1.64M	186.69K	+100.00%
Dec 31, 2023	BRIDGEWATER ADVISORS INC.	0.14%	196.41K	1.72M	-6.48K	-3.19%
Dec 31, 2023	OPPENHEIMER & CO INC	0.15%	204.78K	1.8M	118.37K	+136.99%
Dec 31, 2023	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.17%	230.56K	2.02M	230.56K	+100.00%
Dec 31, 2023	BEVERLY HILLS PRIVATE WEALTH, LLC	0.18%	244.86K	2.15M	-5.81K	-2.32%
Dec 31, 2023	LPL FINANCIAL LLC	0.18%	248.85K	2.18M	106.88K	+75.28%
Dec 31, 2023	TSP CAPITAL MANAGEMENT GROUP, LLC	0.2%	278.53K	2.45M	2.75K	+1.00%
Dec 31, 2023	GARNER ASSET MANAGEMENT CORP	0.22%	301.41K	2.59M	173.39K	+135.45%
Dec 31, 2023	TERRIL BROTHERS, INC.	0.22%	302.57K	2.66M	162.99K	+116.78%
Dec 31, 2023	SEA OTTER ADVISORS LLC	0.24%	323.8K	2.84M	148.8K	+85.03%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.24%	323.95K	2.84M	323.95K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.27%	361.01K	3.17M	250.05K	+225.34%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.27%	369.65K	3.25M	369.65K	+100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.27%	371.84K	3.26M	-90.93K	-19.65%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.29%	392.35K	3.44M	-5.63K	-1.41%
Dec 31, 2023	MERIDIAN WEALTH MANAGEMENT, LLC	0.31%	419.97K	3.69M	-408.95K	-49.34%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.35%	477.16K	4.2M	296.93K	+164.75%
Dec 31, 2023	WNY ASSET MANAGEMENT, LLC	0.36%	491.42K	4.31M	17.93K	+3.79%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.43%	583.78K	5.13M	48.75K	+9.11%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.49%	670.32K	5.89M	201.04K	+42.84%

Insiders

Among the KYN insiders holding of 1% of the stake in company, LINCOLN NATIONAL LIFE INSURANCE CO /IN/, 10 percent owner, holds the largest shares of 5M. KAYNE ANDERSON CAPITAL ADVISORS LP, , is the second largest KYN insider with ownership of 1.61M shares. BAKER JAMES C, President, stands third with possession of 1M shares of that stake.

Insiders	Designation	Shares Held
LINCOLN NATIONAL LIFE INSURANCE CO /IN/	10 percent owner	5M
KAYNE ANDERSON CAPITAL ADVISORS LP		1.61M
BAKER JAMES C	President	1M
VOYA FINANCIAL, INC.	10 percent owner	800K
FREY JOHN C	Executive Vice President	671.44K
PRINCIPAL LIFE INSURANCE CO		646.97K
MCCARTHY KEVIN S	Chairman, President and CEO	529.12K
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	10 percent owner	500K
KAYNE RICHARD A		297.16K
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	10 percent owner	200K
LOGAN RON M JR	Senior Vice President	69.05K
HART TERRY A	Chief Operating Officer	51.96K
MERAZ JODY	Vice President	27.48K
LITTLE HARRISON JAMES	Executive Vice President	20.66K
THACKER WILLIAM L	director	17.8K
RICHEY ALBERT L	director	17.07K
PARKER AUSTIN COLBY	CFO and Treasurer	12.01K
CORDES WILLIAM R		11.71K
O'NEIL MICHAEL J	Executive VP & Secretary	10.44K
SHEA WILLIAM H JR	director	10.22K
MEARS MICHAEL N	director	10K
LADHANI HOLLI C.	director	3.6K
BOSWELL ALAN	Vice President	3.02K
BANK OF AMERICA CORP /DE/	10 percent owner	2.6K
ISENBERG GERALD I	director	1.5K
SHLADOVSKY DAVID J		189
RELIASTAR LIFE INSURANCE CO	See Explanation Below	0
ING USA ANNUITY & LIFE INSURANCE CO		0
ING LIFE INSURANCE & ANNUITY CO		0
WALKER CARITA	director	0
METLIFE INVESTMENT MANAGEMENT, LLC	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 27, 2026	BAKER JAMES C	PURCHASE	13.57	25K	339.25K	1M
Apr 17, 2026	LITTLE HARRISON JAMES	PURCHASE	13.19	5K	65.95K	20.66K
Apr 08, 2026	BAKER JAMES C	PURCHASE	13.67	25K	341.75K	978.02K
Mar 27, 2026	BAKER JAMES C	PURCHASE	14.38	25K	359.5K	936.04K
Mar 25, 2026	PARKER AUSTIN COLBY	PURCHASE	14.32	2.5K	35.8K	12.01K
Mar 20, 2026	BAKER JAMES C	PURCHASE	13.99	25K	349.64K	911.04K
Mar 19, 2026	LITTLE HARRISON JAMES	PURCHASE	14.12	5K	70.58K	15.6K
Feb 23, 2026	LADHANI HOLLI C.	PURCHASE	13.89	3.6K	50K	3.6K
Nov 24, 2025	BAKER JAMES C	PURCHASE	11.74	25K	293.5K	886.04K
Nov 19, 2025	BAKER JAMES C	PURCHASE	11.81	25K	295.25K	861.04K
Oct 15, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	15000000.00	15M	225T	0
Oct 06, 2025	MEARS MICHAEL N	PURCHASE	12.24	10K	122.37K	10K
Sep 22, 2025	PARKER AUSTIN COLBY	PURCHASE	12.18	2.5K	30.44K	9.17K
Aug 20, 2025	BAKER JAMES C	PURCHASE	12.20	25K	305K	836.04K
Aug 20, 2025	O'NEIL MICHAEL J	PURCHASE	12.20	1.05K	12.81K	10.44K
Jul 21, 2025	BAKER JAMES C	PURCHASE	12.31	25K	307.75K	811.04K
Jul 09, 2025	O'NEIL MICHAEL J	PURCHASE	12.43	1K	12.43K	9.39K
Jun 27, 2025	BAKER JAMES C	PURCHASE	12.59	25K	314.85K	786.04K
Jun 11, 2025	LITTLE HARRISON JAMES	PURCHASE	12.36	5K	61.8K	10K
Apr 08, 2025	PARKER AUSTIN COLBY	PURCHASE	11.13	2K	22.26K	6.46K
Apr 07, 2025	O'NEIL MICHAEL J	PURCHASE	10.59	2.35K	24.89K	8.39K
Apr 04, 2025	BAKER JAMES C	PURCHASE	11.41	25K	285.25K	761.04K
Mar 12, 2025	BAKER JAMES C	PURCHASE	12.27	20K	245.4K	720.94K
Feb 28, 2025	BAKER JAMES C	PURCHASE	12.60	20K	252K	700.94K
Jan 17, 2025	LITTLE HARRISON JAMES	PURCHASE	13.04	5K	65.19K	5K
Sep 18, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	1500000.00	1.5M	2.25T	0
May 20, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	1400000.00	1.4M	1.96T	0
Jan 10, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	12500000.00	12.5M	156.25T	0
Jan 10, 2024	BAKER JAMES C	PURCHASE	8.84	50K	441.8K	681.04K
Nov 30, 2023	BAKER JAMES C	PURCHASE	8.50	40K	340.01K	631.04K
Nov 28, 2023	LOGAN RON M JR	PURCHASE	10.03	15.35K	154K	69.05K
Nov 28, 2023	KAYNE ANDERSON CAPITAL ADVISORS LP	PURCHASE	10.03	1.61M	16.16M	1.61M
Nov 28, 2023	BAKER JAMES C	PURCHASE	10.03	37.55K	376.6K	591.04K
Nov 28, 2023	FREY JOHN C	PURCHASE	10.03	117.95K	1.18M	671.44K
Nov 28, 2023	HART TERRY A	PURCHASE	10.03	15.35K	154K	51.96K
Mar 29, 2023	BAKER JAMES C	PURCHASE	8.39	10K	83.9K	374.42K
Sep 16, 2022	WALKER CARITA	SALE	9.34	15	140.1	0
Aug 02, 2022	PRINCIPAL LIFE INSURANCE CO	PURCHASE	25.00	120K	3M	646.97K
Aug 02, 2022	METLIFE INVESTMENT MANAGEMENT, LLC	PURCHASE	1000000.00	1M	1T	0
Mar 07, 2022	KAYNE ANDERSON CAPITAL ADVISORS LP	SALE	8.47	54.04K	457.8K	11.24K
Mar 03, 2022	CORDES WILLIAM R	PURCHASE	8.80	5K	44K	11.71K
Jun 10, 2020	BAKER JAMES C	PURCHASE	6.14	5K	30.68K	364.42K
Jun 09, 2020	BAKER JAMES C	PURCHASE	6.59	10K	65.93K	359.42K
Feb 11, 2020	VOYA FINANCIAL, INC.	PURCHASE	25.00	800K	20M	800K
Dec 23, 2019	BAKER JAMES C	PURCHASE	14.16	50K	708K	349.42K
Dec 10, 2019	TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	PURCHASE	5000000.00	200K	1T	200K
Aug 23, 2019	RICHEY ALBERT L	PURCHASE	13.90	5K	69.5K	17.07K
Jun 28, 2019	BAKER JAMES C	PURCHASE	15.26	20K	305.23K	298.56K
Jun 20, 2019	THACKER WILLIAM L	PURCHASE	15.18	5.3K	80.51K	17.8K
May 22, 2019	BAKER JAMES C	PURCHASE	15.83	40K	633.2K	278.44K
Feb 26, 2019	BOSWELL ALAN	SALE	15.69	2.41K	37.77K	3.02K
Dec 28, 2018	SHEA WILLIAM H JR	PURCHASE	12.75	2K	25.5K	10.22K
Dec 26, 2018	BAKER JAMES C	PURCHASE	12.76	20K	255.2K	237.04K
Dec 21, 2018	BAKER JAMES C	PURCHASE	13.67	10K	136.74K	217.04K
Dec 18, 2018	MERAZ JODY	PURCHASE	14.02	2K	28.04K	27.48K
Dec 17, 2018	BAKER JAMES C	PURCHASE	14.89	10K	148.9K	207.04K
May 01, 2018	MCCARTHY KEVIN S	PURCHASE	17.53	14.27K	250.01K	529.12K
May 01, 2018	KAYNE RICHARD A	PURCHASE	17.53	14.27K	250.01K	297.16K
Oct 26, 2017	LOGAN RON M JR	PURCHASE	15.75	19.7K	310.28K	30.77K
Jun 02, 2017	SHLADOVSKY DAVID J	PURCHASE	18.75	189	3.54K	189
Oct 26, 2016	KAYNE RICHARD A	PURCHASE	19.45	25.5K	495.93K	311.43K
Jan 20, 2016	KAYNE RICHARD A	PURCHASE	10.58	25.45K	269.26K	176.73K
Jan 06, 2016	SHLADOVSKY DAVID J	PURCHASE	16.10	10K	161K	27.52K
Dec 04, 2015	KAYNE RICHARD A	PURCHASE	16.50	18.5K	305.25K	127.73K
Dec 03, 2015	KAYNE RICHARD A	PURCHASE	17.15	8.95K	153.49K	109.23K
Dec 02, 2015	KAYNE RICHARD A	PURCHASE	17.17	6.3K	108.17K	100.28K
Nov 25, 2015	SHLADOVSKY DAVID J	PURCHASE	18.09	10K	180.9K	17.52K
Nov 25, 2015	KAYNE RICHARD A	PURCHASE	18.07	800	14.46K	93.98K
Nov 17, 2015	KAYNE RICHARD A	PURCHASE	19.75	23.34K	460.87K	93.18K
Nov 13, 2015	KAYNE RICHARD A	PURCHASE	19.95	26.67K	531.97K	69.84K
Oct 02, 2015	SHEA WILLIAM H JR	PURCHASE	22.04	3.5K	77.14K	6.75K
Sep 30, 2015	MERAZ JODY	PURCHASE	22.77	2.5K	56.93K	7.29K
Aug 06, 2015	LOGAN RON M JR	PURCHASE	25.50	4K	102K	7.44K
Aug 04, 2015	MCCARTHY KEVIN S	PURCHASE	27.79	30K	833.7K	185.44K
Aug 03, 2015	MCCARTHY KEVIN S	PURCHASE	27.64	60K	1.66M	155.44K
Jul 31, 2015	KAYNE RICHARD A	PURCHASE	27.83	4K	111.32K	43.18K
Jul 31, 2015	BAKER JAMES C	PURCHASE	28.34	15K	425.1K	83.5K
Oct 29, 2014	LINCOLN NATIONAL LIFE INSURANCE CO /IN/	PURCHASE	250000.00	20	5M	5M
Oct 14, 2014	MERAZ JODY	PURCHASE	34.97	1K	34.97K	5.65K
Jul 30, 2014	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	PURCHASE	1.00	500K	500K	500K
Apr 30, 2014	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	PURCHASE	1.00	600K	600K	600K
Mar 14, 2014	ISENBERG GERALD I	PURCHASE	36.45	700	25.52K	1.5K
Feb 20, 2014	BAKER JAMES C	PURCHASE	37.05	12.96K	479.98K	52.61K
Feb 20, 2014	MERAZ JODY	PURCHASE	37.05	938	34.75K	4.65K
Aug 22, 2013	RELIASTAR LIFE INSURANCE CO	PURCHASE	1.00	12.5M	12.5M	0
Aug 22, 2013	ING LIFE INSURANCE & ANNUITY CO	PURCHASE	1.00	12.5M	12.5M	0
Aug 08, 2013	MCCARTHY KEVIN S	PURCHASE	35.74	15K	536.1K	82.11K
Jun 13, 2013	LINCOLN NATIONAL LIFE INSURANCE CO /IN/	PURCHASE	250000.00	16	4M	0
Apr 16, 2013	LINCOLN NATIONAL LIFE INSURANCE CO /IN/	PURCHASE	250000.00	12	3M	0
Mar 07, 2013	BAKER JAMES C	PURCHASE	33.36	10K	333.6K	37.68K
Mar 07, 2013	MERAZ JODY	PURCHASE	33.36	1K	33.36K	3.71K
Mar 07, 2013	FREY JOHN C	PURCHASE	33.36	15.16K	505.74K	37.14K
May 03, 2012	LINCOLN NATIONAL LIFE INSURANCE CO /IN/	PURCHASE	250000.00	64	16M	0
May 26, 2011	RELIASTAR LIFE INSURANCE CO	PURCHASE	1.00	10.4M	10.4M	0
May 26, 2011	ING USA ANNUITY & LIFE INSURANCE CO	PURCHASE	1.00	7M	7M	0
May 26, 2011	ING LIFE INSURANCE & ANNUITY CO	PURCHASE	1.00	5.4M	5.4M	0
Apr 05, 2011	MCCARTHY KEVIN S	PURCHASE	30.58	10K	305.8K	56.42K
Apr 05, 2011	BAKER JAMES C	PURCHASE	30.58	5K	152.9K	24.08K
Jan 21, 2010	BANK OF AMERICA CORP /DE/	SALE	23.30	1.45K	33.79K	2.6K
Jan 19, 2010	BANK OF AMERICA CORP /DE/	PURCHASE	23.69	400	9.48K	2.7K
Jan 19, 2009	BANK OF AMERICA CORP /DE/	SALE	23.63	300	7.09K	2.6K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE166.1K10

SALES00

NET SHARES166.1K10

SHARES HELD5.63M10

% NET SHARES-97.05%0%

Frequently Asked Questions