How many institutions own VMO 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 VMO shares is 115, representing 28.56% of the company's common stock.

Who are the major shareholders selling Invesco Municipal Opportunity Trust stock?

CHOREO, LLC, in the last quarter, reduced its stake in VMO by -0.54% restricting it's holding to 37.37 thousand shares of worth nearly $355.35K. ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC also lessened -39.46% of the VMO shares from its portfolio, reducing its holding to 42.23 thousand shares of worth $401.61K. CETERA INVESTMENT ADVISERS also shunned VMO shares holding by -17.38% last quarter which brought its holding to 16.99 thousand shares worth $161.55K.

Investors who are buying VMO stock?

As per its latest 13F filing, CONCURRENT INVESTMENT ADVISORS, LLC increased its stake in VMO by 14.24% in the last quarter. The institutional holder raised its holding to 38.24 thousand shares having worth more than $363.67K. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also added 100% more shares of VMO to its portfolio, raising its holding to 21.12 thousand shares of worth $200.84K. MELFA WEALTH MANAGEMENT, LLC also increased its VMO shares holding by 0.06% which brought its holding to 42.8 thousand shares worth $407.07K.

VMO's major insiders: who are they?

The insider with the most stakes in VMO is Dammeyer Rodney F , at the company. Additionally, VMO stock is highly held by Byron Thomas and director WOOLSEY SUZANNE among others.

Did an insider recently sell VMO stock?

Company executives, directors, and other insiders own N/A percent of Invesco Municipal Opportunity Trust's stock. Within the last six months, there have been 0 transaction(s) in which VMO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CONNELLY JACK, O'REILLY TIMOTHY M, and STRYKER ROBERT JOHN.

Which insider recently purchased VMO stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Municipal Opportunity Trust insiders have bought stock, totalling 0 shares

How much of VMO does insiders own?

Around 0 Invesco Municipal Opportunity Trust shares are held by insiders, which represents about N/A of VMO stock.

Who is the insider with the largest stake?

VMO , Dammeyer Rodney F holds the largest portfolio of the company's shares. VMO shares owned by Dammeyer total nearly 62.09 thousand.

Which institution holds the most shares in VMO?

CHOREO, LLC is the largest institutional owner in VMO which holds 37.37 thousand shares worth $355.35K or 0.06% of the total VMO shares outstanding followed by CONCURRENT INVESTMENT ADVISORS, LLC with ownership of 38.24 thousand shares representing 0.06% of the VMO ownership. ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC is the third largest stakeholder with 42.23 thousand shares or 0.06% of the ownership worth more than $401.61K.

Is Invesco Municipal Opportunity Trust 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 VMO is concerned, it is a stock which is not optionable.

Is there a short position on VMO's shares?

Number of VMO 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 VMO shares are there?

As of today, null shares of VMO are outstanding.

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

VMO 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 VMO is null.

Invesco Municipal Opportunity Trust (VMO) 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

28.56% Percentage of Shares held by All Institutions

28.56% Percentage of Float held by Institutions

115

Number of Institutions Holding Shares

Institutional Ownership

About 28.56% of VMO shares are held by financial institutions. CHOREO, LLC is the top corporate investor, holding 37.37K shares valued at $355.35K. A 0.06% stake in Invesco Municipal Opportunity Trust is owned by the company. CONCURRENT INVESTMENT ADVISORS, LLC owns 38.24K shares valued at $363.67K, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CHOREO, LLC	0.06%	37.37K	355.35K	-201	-0.54%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	38.24K	363.67K	4.77K	+14.24%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.06%	42.23K	401.61K	-27.52K	-39.46%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	21.12K	200.84K	21.12K	+100.00%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.06%	42.8K	407.07K	24	+0.06%
Mar 31, 2026	BAR HARBOR WEALTH MANAGEMENT	0.03%	19.8K	188.25K	0	0
Mar 31, 2026	KERCHEVILLE ADVISORS, LLC	0.03%	18.57K	176.57K	0	0
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	17.6K	167.38K	102	+0.58%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.03%	16.99K	161.55K	-3.57K	-17.38%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.02%	15.98K	152K	5.83K	+57.48%
Mar 31, 2026	HOLLENCREST CAPITAL MANAGEMENT	0.02%	15.41K	146.56K	0	0
Mar 31, 2026	PINNACLE BANCORP, INC.	0.02%	15K	142.65K	0	0
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.06%	42.93K	408K	4.39K	+11.40%
Mar 31, 2026	LIVE OAK PRIVATE WEALTH LLC	0.06%	43K	408.93K	0	0
Mar 31, 2026	BURFORD BROTHERS, INC.	0.07%	48.69K	463.04K	20.04K	+69.95%
Mar 31, 2026	PETRA FINANCIAL ADVISORS INC	0.09%	57.92K	550.77K	6.63K	+12.93%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	62.92K	598.41K	0	0
Mar 31, 2026	INVESCO LTD.	0.09%	63.57K	604.51K	259	+0.41%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	68.01K	646.78K	2.01K	+3.04%
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.11%	72.81K	692.38K	72.81K	+100.00%
Mar 31, 2026	GRIDIRON PARTNERS, LLC	0.12%	78.61K	747.53K	-12.03K	-13.28%
Mar 31, 2026		0.13%	86.32K	820.88K	-21	-0.02%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	91.91K	874.04K	-1.32K	-1.42%
Mar 31, 2026	PLANNING ALTERNATIVES LTD /ADV	0.15%	103K	979.53K	30K	+41.10%
Mar 31, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.16%	108.64K	1.03M	38.84K	+55.64%
Mar 31, 2026	MACKAY SHIELDS LLC	0.19%	126.26K	1.2M	-79.08K	-38.51%
Mar 31, 2026	GARNER ASSET MANAGEMENT CORP	0.2%	135.92K	1.28M	388	+0.29%
Mar 31, 2026	JFS WEALTH ADVISORS, LLC	0.22%	145.97K	1.39M	183	+0.13%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.25%	165.75K	1.58M	7.64K	+4.83%
Mar 31, 2026	FIERA CAPITAL CORP	0.25%	167.17K	1.59M	167.17K	+100.00%
Mar 31, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.31%	207.34K	1.97M	16.24K	+8.50%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.47%	315.28K	3M	3.45K	+1.11%
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.48%	327.03K	3.11M	278.43K	+572.89%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.78%	523.81K	4.98M	85.18K	+19.42%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.9%	604.37K	5.75M	13.16K	+2.23%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	0.93%	623.99K	5.93M	0	0
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1%	673.02K	6.4M	59.8K	+9.75%
Mar 31, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	1.13%	758.77K	7.31M	-415.29K	-35.37%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.17%	788.89K	7.5M	22.87K	+2.99%
Mar 31, 2026	UBS GROUP AG	1.58%	1.06M	10.12M	-70.57K	-6.22%
Mar 31, 2026	LPL FINANCIAL LLC	2.27%	1.53M	14.58M	457.76K	+42.56%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.03%	21.7K	206.37K	4.7K	+27.65%
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	25.83K	245.68K	-881	-3.30%
Mar 31, 2026	INSIGHT WEALTH STRATEGIES, LLC	0.04%	28.02K	266.43K	537	+1.95%
Mar 31, 2026	CWM, LLC	0.04%	28.33K	269.41K	26.47K	+1,427.17%
Mar 31, 2026	ALASKA WEALTH ADVISORS	0.04%	28.55K	271.51K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	29.9K	284.31K	10.29K	+52.45%
Mar 31, 2026	NUVEEN, LLC	0.05%	32.56K	309.64K	0	0
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.03%	21.3K	202.59K	-67.74K	-76.08%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.05%	36.72K	349.22K	7.72K	+26.63%
Dec 31, 2025	BURFORD BROTHERS, INC.	0.04%	28.65K	274.18K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	38.53K	369K	-680	-1.73%
Dec 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.06%	43K	411.51K	0	0
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.07%	48.6K	465.1K	31.35K	+181.74%
Dec 31, 2025	PETRA FINANCIAL ADVISORS INC	0.08%	51.29K	490.8K	-6.37K	-11.05%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.08%	53.76K	514.5K	2.6K	+5.08%
Dec 31, 2025	GRIDIRON PARTNERS, LLC	0.13%	90.64K	867.41K	-1.41M	-93.97%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.18%	124.44K	1.19M	10K	+8.74%
Dec 31, 2025	GARNER ASSET MANAGEMENT CORP	0.2%	135.53K	1.3M	-5.58K	-3.95%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.22%	145.79K	1.4M	181	+0.12%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.23%	158.12K	1.51M	-51.74K	-24.65%
Dec 31, 2025		0.06%	43.18K	413.2K	43.18K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	93.23K	892.21K	16.38K	+21.31%
Dec 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.28%	191.1K	1.83M	1.31K	+0.69%
Dec 31, 2025	MACKAY SHIELDS LLC	0.3%	205.34K	1.97M	-102.37K	-33.27%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.38%	929.39K	8.88M	-9.22K	-0.98%
Dec 31, 2025	STONEX GROUP INC.	0.05%	31.18K	298.39K	1.09K	+3.63%
Dec 31, 2025	RAREVIEW CAPITAL LLC	0.43%	286.91K	2.63M	12.57K	+4.58%
Dec 31, 2025	HRT FINANCIAL LP	0.02%	15.63K	149K	15.63K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	311.83K	2.98M	101.76K	+48.44%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.59%	400.31K	3.83M	-35.87K	-8.22%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.65%	438.63K	4.2M	41.66K	+10.49%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.88%	591.2K	5.66M	138.9K	+30.71%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.91%	613.22K	5.87M	-327.43K	-34.81%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.93%	623.99K	5.97M	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.95%	637.73K	6.1M	191.25K	+42.83%
Dec 31, 2025	LPL FINANCIAL LLC	1.6%	1.08M	10.29M	112.11K	+11.64%
Dec 31, 2025	UBS GROUP AG	1.68%	1.13M	10.86M	-188.86K	-14.27%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	1.74%	1.17M	11.24M	65.92K	+5.95%
Dec 31, 2025	MORGAN STANLEY	2.18%	1.47M	14.04M	414.58K	+39.38%
Dec 31, 2025	SHUFRO ROSE & CO LLC	0.04%	25.5K	244.04K	7K	+37.84%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	31.94K	305.65K	-3.77K	-10.57%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	62.92K	602.18K	0	0
Dec 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.09%	63.69K	609.53K	7.41K	+13.17%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	66K	631.66K	-15.15K	-18.67%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.1%	69.75K	667.54K	0	0
Dec 31, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.1%	69.81K	668.03K	11.52K	+19.75%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	82.53K	789.84K	4.35K	+5.56%
Dec 31, 2025	ROYAL BANK OF CANADA	0.2%	134.97K	1.29M	63.4K	+88.59%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.14%	766.02K	7.33M	2.31K	+0.30%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	5.99%	4.04M	38.69M	335.86K	+9.06%
Dec 31, 2025	NUVEEN, LLC	0.05%	32.56K	311.59K	0	0
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	33.47K	320.34K	2.44K	+7.84%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.05%	33.7K	322.5K	648	+1.96%
Dec 31, 2025	INVESCO LTD.	0.09%	63.31K	605.85K	-41.17K	-39.41%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.1%	67.29K	643.92K	-2.66K	-3.81%
Dec 31, 2025	PLANNING ALTERNATIVES LTD /ADV	0.11%	73K	698.61K	0	0
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.13%	89.04K	852.13K	0	0
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.24%	1.51M	14.44M	-320	-0.02%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	29K	277.53K	29K	+100.00%
Dec 31, 2025	CHOREO, LLC	0.06%	37.57K	362.99K	11.82K	+45.93%
Dec 31, 2025	JANE STREET GROUP, LLC	0.04%	26.72K	255.66M	26.72K	+100.00%
Dec 31, 2025	BROWN ADVISORY INC	0.04%	26.76K	256.1K	0	0
Dec 31, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.04%	27.48K	262.98K	530	+1.97%
Dec 31, 2025	ALASKA WEALTH ADVISORS	0.04%	28.55K	273.22K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	101.42K	970.58K	13.79K	+15.73%
Dec 31, 2025	COLONY GROUP, LLC	0.02%	16.36K	156.59K	0	0
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.03%	17K	162.69K	1.5K	+9.68%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	17.5K	167.46K	101	+0.58%
Dec 31, 2025	KERCHEVILLE ADVISORS, LLC	0.03%	18.57K	179.36K	0	0
Dec 31, 2025	BAR HARBOR WEALTH MANAGEMENT	0.03%	19.8K	189.44K	0	0
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	42.78K	409.4K	-696	-1.60%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.66%	446.49K	4.32M	120.67K	+37.04%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.67%	452.3K	4.37M	108.1K	+31.41%
Sep 30, 2025	FIERA CAPITAL CORP	0.78%	523.39K	5.06M	-4.69K	-0.89%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.93%	623.99K	6.03M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.13%	763.71K	7.39M	-70.67K	-8.47%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.39%	938.61K	9.08M	191.18K	+25.58%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.39%	940.65K	9.1M	-70.43K	-6.97%
Sep 30, 2025	LPL FINANCIAL LLC	1.43%	963.54K	9.32M	773.7K	+407.54%
Sep 30, 2025	MORGAN STANLEY	1.56%	1.05M	10.18M	293.79K	+38.71%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	1.64%	1.11M	10.72M	-618.98K	-35.84%
Sep 30, 2025	UBS GROUP AG	1.96%	1.32M	12.8M	-103.18K	-7.23%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	2.23%	1.5M	876.47K	1.41M	+1,558.06%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.24%	1.51M	14.59M	52.62K	+3.61%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	5.5%	3.71M	35.85M	-557.66K	-13.08%
Sep 30, 2025	BURFORD BROTHERS, INC.	0.04%	28.65K	277.05K	0	0
Sep 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.06%	43K	415.81K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	78.18K	729.3K	-93.72K	-54.52%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.06%	42.08K	406.87K	830	+2.01%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	43.48K	420.42K	24	+0.06%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	76.85K	743K	1.62K	+2.16%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	81.15K	784.76K	-5.66K	-6.52%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.1%	69.95K	676.4K	-6.24K	-8.19%
Sep 30, 2025	BERKELEY CAPITAL PARTNERS, LLC	0.02%	12.39K	119.78K	0	0
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.02%	12.63K	122.13K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.02%	12.96K	125.36K	0	0
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.02%	14.4K	139.26K	0	0
Sep 30, 2025	PERMANENT CAPITAL MANAGEMENT, LP	0.02%	14.55K	140.69K	14.55K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.02%	14.79K	142.97K	-2.13K	-12.58%
Sep 30, 2025	PINNACLE BANCORP, INC.	0.02%	15K	145.05K	0	0
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.02%	15.5K	149.89K	15.5K	+100.00%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.03%	18.5K	175.57K	0	0
Sep 30, 2025	KERCHEVILLE ADVISORS, LLC	0.03%	18.57K	179.54K	2.5K	+15.56%
Sep 30, 2025	BAR HARBOR WEALTH MANAGEMENT	0.03%	19.8K	191.42K	0	0
Sep 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.03%	21.65K	198.75K	2.8K	+14.85%
Sep 30, 2025	CHOREO, LLC	0.04%	25.74K	248.94K	4.79K	+22.84%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	51.16K	494.73K	-80.45K	-61.13%
Sep 30, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.08%	56.28K	544.14K	56.28K	+100.00%
Sep 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.09%	58.29K	563.66K	2K	+3.55%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.05%	33.05K	319.6K	658	+2.03%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	35.71K	345.32K	-1.07K	-2.92%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	0.09%	61.25K	592.28K	-746.56K	-92.42%
Sep 30, 2025	PLANNING ALTERNATIVES LTD /ADV	0.11%	73K	705.91K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.11%	71.57K	692K	26.85K	+60.05%
Sep 30, 2025	NUVEEN, LLC	0.05%	32.56K	314.85K	0	0
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.1%	69.75K	674.51K	27.47K	+64.97%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	62.92K	608.48K	-4.08K	-6.09%
Sep 30, 2025	PETRA FINANCIAL ADVISORS INC	0.09%	57.66K	557.54K	130	+0.23%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	39.21K	379K	-2.01K	-4.88%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	31.04K	300.15K	6.01K	+24.01%
Sep 30, 2025	STONEX GROUP INC.	0.04%	30.09K	290.93K	-3.06K	-9.22%
Sep 30, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.04%	26.95K	260.6K	539	+2.04%
Sep 30, 2025	ALASKA WEALTH ADVISORS	0.04%	28.55K	276.08K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.13%	87.63K	847.39K	42.33K	+93.43%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.13%	89.04K	861.03K	-654	-0.73%
Sep 30, 2025	INVESCO LTD.	0.15%	104.48K	1.01M	-24.02K	-18.69%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.17%	114.44K	1.11M	45.07K	+64.96%
Sep 30, 2025	GARNER ASSET MANAGEMENT CORP	0.21%	141.11K	1.36M	15.11K	+12.00%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.22%	145.61K	1.41M	184	+0.13%
Sep 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.28%	189.8K	1.84M	4.52K	+2.44%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.31%	209.85K	2.03M	-35.4K	-14.43%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	210.07K	2.03M	80.61K	+62.27%
Sep 30, 2025	RAREVIEW CAPITAL LLC	0.41%	274.35K	2.52M	13.23K	+5.07%
Sep 30, 2025	MACKAY SHIELDS LLC	0.46%	307.71K	2.98M	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.59%	396.97K	3.84M	70.97K	+21.77%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.65%	436.18K	4.22M	20.88K	+5.03%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	50.48K	463.44K	13.68K	+37.16%
Jun 30, 2025	STONEX GROUP INC.	0.05%	33.14K	304.26K	3.08K	+10.24%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.04%	27.92K	256.28K	17.71K	+173.40%
Jun 30, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.04%	26.41K	244.3K	532	+2.06%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.04%	26.29K	241.33K	1.32K	+5.30%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	25.03K	229.76K	-14.64K	-36.90%
Jun 30, 2025	CHOREO, LLC	0.03%	20.96K	192.39K	7.13K	+51.58%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0.03%	20.93K	192.13K	599	+2.95%
Jun 30, 2025	BAR HARBOR WEALTH MANAGEMENT	0.03%	19.8K	181.72K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.03%	16.91K	155.26K	0	0
Jun 30, 2025	KERCHEVILLE ADVISORS, LLC	0.02%	16.07K	147.5K	1K	+6.64%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.02%	16.01K	147K	16.01K	+100.00%
Jun 30, 2025	PINNACLE BANCORP, INC.	0.02%	15K	137.7K	0	0
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.02%	14.4K	132.2K	1	+0.01%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.02%	13.27K	121.82K	553	+4.35%
Jun 30, 2025	CERITY PARTNERS LLC	0.02%	12.96K	119.01K	0	0
Jun 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.02%	12.63K	115.94K	-307	-2.37%
Jun 30, 2025	BERKELEY CAPITAL PARTNERS, LLC	0.02%	12.39K	113.71K	0	0
Jun 30, 2025	MOODY NATIONAL BANK TRUST DIVISION	0.02%	11.37K	104.4K	-3	-0.03%
Jun 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.02%	11K	100.98K	0	0
Jun 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0.01%	9.89K	90.8K	0	0
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	8.99K	82.52K	-3.4K	-27.44%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	7.75K	71.11K	0	0
Jun 30, 2025	ANCORA ADVISORS, LLC	0.01%	4.03K	36.95K	-138	-3.31%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	1.33K	12.25K	0	0
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	6.32%	4.26M	39.15M	-10.09K	-0.24%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	1.2%	807.81K	7.42M	-380.62K	-32.03%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.56%	1.73M	15.85M	0	0
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.5%	1.01M	9.28M	-72.96K	-6.73%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.24%	834.38K	7.66M	-126.77K	-13.19%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.48%	326K	2.99M	17.4K	+5.64%
Jun 30, 2025	MACKAY SHIELDS LLC	0.46%	307.71K	2.82M	100K	+48.15%
Jun 30, 2025		0.39%	261.11K	2.4M	-20.05K	-7.13%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	75.23K	691K	11.87K	+18.73%
Jun 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.09%	63.6K	583.85K	0	0
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.09%	59.28K	544.22K	59.28K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	45.3K	415.88K	-12.06K	-21.03%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.06%	42.28K	388.16K	-1.08K	-2.49%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	41.23K	378K	-2.51K	-5.74%
Jun 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.27%	185.27K	1.7M	-2.61K	-1.39%
Jun 30, 2025	GARNER ASSET MANAGEMENT CORP	0.19%	126K	1.16M	11.73K	+10.27%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.13%	90.64K	832.06K	0	0
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.13%	89.7K	823.4K	0	0
Jun 30, 2025	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.13%	84.36K	774.45K	0	0
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.11%	76.19K	699.38K	-12.18K	-13.78%
Jun 30, 2025	PETRA FINANCIAL ADVISORS INC	0.09%	57.53K	528.1K	87	+0.15%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.07%	45K	413.1K	-762	-1.67%
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	44.72K	411K	317	+0.71%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	43.45K	398.89K	24	+0.06%
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.06%	43K	394.74K	13K	+43.33%
Jun 30, 2025	QUARRY LP	0.05%	32.5K	298.35K	0	0
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.05%	32.39K	297.37K	652	+2.05%
Jun 30, 2025	BROWN ADVISORY INC	0.05%	32.19K	295.48K	6.68K	+26.17%
Jun 30, 2025	BURFORD BROTHERS, INC.	0.04%	28.65K	263.01K	28.65K	+100.00%
Jun 30, 2025	ALASKA WEALTH ADVISORS	0.04%	28.55K	262.09K	0	0
Jun 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.03%	18.85K	178.89K	0	0
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.03%	18.5K	175.57K	0	0
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	17.3K	158.77K	102	+0.59%
Jun 30, 2025	JFS WEALTH ADVISORS, LLC	0.22%	145.42K	1.33M	182	+0.13%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.07%	45.21K	415K	-4K	-8.13%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.06%	41.25K	378.63K	1.19K	+2.97%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.16%	1.46M	13.37M	281.17K	+23.93%
Jun 30, 2025	UBS GROUP AG	2.12%	1.43M	13.1M	160.9K	+12.71%
Jun 30, 2025	MORGAN STANLEY	1.13%	758.89K	6.97M	206.99K	+37.50%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.11%	747.43K	6.85M	409.6K	+121.25%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.93%	623.99K	5.73M	-618K	-49.76%
Jun 30, 2025	FIERA CAPITAL CORP	0.78%	528.08K	4.85M	-5.81K	-1.09%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.62%	415.3K	3.81M	3.6K	+0.87%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.51%	344.2K	3.16M	55.83K	+19.36%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.48%	325.82K	2.99M	110.44K	+51.27%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.36%	245.26K	2.25M	8.54K	+3.61%
Jun 30, 2025	LPL FINANCIAL LLC	0.28%	189.85K	1.74M	-343.05K	-64.37%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	171.9K	1.58M	-89.2K	-34.16%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.2%	131.62K	1.21M	-3.33K	-2.47%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	129.46K	1.19M	176	+0.14%
Jun 30, 2025	INVESCO LTD.	0.19%	128.5K	1.18M	17.07K	+15.32%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	86.82K	796.98K	-35.4K	-28.97%
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.39%	261.11K	2.4M	-20.05K	-7.13%
Jun 30, 2025	PLANNING ALTERNATIVES LTD /ADV	0.11%	73K	670.14K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.11%	72.03K	661.2K	55.61K	+338.75%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.1%	69.38K	636.86K	5.85K	+9.20%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	67.01K	615.13K	-4.08K	-5.74%
Jun 30, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.08%	56.29K	516.74K	2.75K	+5.14%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.46%	308.61K	2.93M	63.03K	+25.67%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.5%	337.83K	3.21M	38.51K	+12.87%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.61%	411.7K	3.91M	-95.67K	-18.86%
Mar 31, 2025	LPL FINANCIAL LLC	0.79%	532.9K	5.06M	80.66K	+17.83%
Mar 31, 2025	FIERA CAPITAL CORP	0.79%	533.89K	5.07M	-33.18K	-5.85%
Mar 31, 2025	MORGAN STANLEY	0.82%	551.91K	5.24M	77.65K	+16.37%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.43%	961.15K	9.12M	179.49K	+22.96%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.61%	1.08M	10.29M	-237.62K	-17.98%
Mar 31, 2025	INVESCO LTD.	0.17%	111.43K	1.06M	-39.94K	-26.39%
Mar 31, 2025	PETRA FINANCIAL ADVISORS INC	0.09%	57.44K	545.11K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	63.36K	601K	7.45K	+13.32%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.09%	63.53K	602.88K	0	0
Mar 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.09%	63.6K	603.56K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.11%	71.09K	674.66K	28.17K	+65.62%
Mar 31, 2025		0.05%	32.56K	308.99K	32.56K	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	57.37K	544.39K	3.94K	+7.37%
Mar 31, 2025	PLANNING ALTERNATIVES LTD /ADV	0.11%	73K	692.77K	34K	+87.18%
Mar 31, 2025	GARNER ASSET MANAGEMENT CORP	0.17%	114.27K	1.08M	-2.99K	-2.55%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	122.22K	1.16M	7.03K	+6.10%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.79%	532.46K	5.13M	-28.39K	-5.06%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	39.66K	376.41K	13.52K	+51.74%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.06%	40.06K	380.12K	310	+0.78%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.2%	134.95K	1.28M	0	0
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.06%	43.36K	411.52K	0	0
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	43.43K	412.13K	22	+0.05%
Mar 31, 2025	ROYAL BANK OF CANADA	0.07%	44.4K	421K	6.42K	+16.91%
Mar 31, 2025	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.13%	84.36K	800.61K	0	0
Mar 31, 2025	UBS GROUP AG	1.88%	1.27M	12.01M	173.67K	+15.90%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.13%	89.7K	851.21K	2.64K	+3.04%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	129.28K	1.23M	12.46K	+10.66%
Mar 31, 2025	JFS WEALTH ADVISORS, LLC	0.22%	145.24K	1.38M	169	+0.12%
Mar 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.28%	187.88K	1.78M	1.31K	+0.70%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.32%	215.38K	2.04M	62.37K	+40.76%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.35%	236.72K	2.25M	35.06K	+17.39%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	261.1K	2.48M	226.64K	+657.72%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.05%	36.81K	349.29K	6.66K	+22.07%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.74%	1.18M	11.15M	229.81K	+24.31%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	43.74K	415K	5.12K	+13.26%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.13%	88.37K	838.61K	-1.8K	-2.00%
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.13%	90.64K	860.16K	0	0
Mar 31, 2025	KARPUS MANAGEMENT, INC.	1.76%	1.19M	11.28M	-11.7K	-0.97%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	6.34%	4.27M	40.57M	-695	-0.02%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	2.56%	1.73M	16.39M	30K	+1.77%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.07%	45.76K	434.28K	-132	-0.29%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.07%	49.21K	466.97K	-19.5K	-28.38%
Mar 31, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.08%	53.54K	508.1K	16.94K	+46.28%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.43%	288.37K	2.74M	79.96K	+38.37%
Mar 31, 2025	MACKAY SHIELDS LLC	0.31%	207.71K	1.97M	2.37K	+1.15%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	1.84%	1.24M	11.79M	-131.57K	-9.58%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	0.04%	26.77K	260.44K	900	+3.48%
Mar 31, 2024	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.04%	28.46K	276.87K	-3K	-9.54%
Mar 31, 2024	ALASKA WEALTH ADVISORS	0.04%	28.55K	277.79K	0	0
Mar 31, 2024	PLANNING ALTERNATIVES LTD /ADV	0.04%	29K	282.17K	5K	+20.83%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.41%	276.33K	2.69M	-4.32K	-1.54%
Mar 31, 2024	LPL FINANCIAL LLC	0.51%	342.5K	3.33M	24.46K	+7.69%
Mar 31, 2024	AQR ARBITRAGE LLC	0.72%	484.61K	4.72M	-28.92K	-5.63%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	1.87%	1.26M	12.3M	178.55K	+16.45%
Mar 31, 2024	KINGSWOOD WEALTH ADVISORS, LLC	0.04%	29.41K	286.11K	7.85K	+36.42%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.05%	36.16K	351.87K	-4.57K	-11.22%
Mar 31, 2024	ROYAL BANK OF CANADA	0.05%	37K	360K	-4.6K	-11.05%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.06%	39.39K	383.31K	-4.81K	-10.89%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.06%	41.02K	396K	-15.72K	-27.70%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.06%	43.35K	421.78K	-8.74K	-16.78%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	46.82K	455.58K	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.08%	50.96K	495.86K	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.08%	52.39K	509.72K	0	0
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.08%	55.29K	607.06K	-17.5K	-24.04%
Mar 31, 2024	PETRA FINANCIAL ADVISORS INC	0.09%	57.44K	558.89K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	59.54K	579K	59.54K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.09%	59.65K	580K	6.4K	+12.01%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.1%	69.9K	680.13K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	81.43K	792.36K	5.86K	+7.75%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.13%	90.64K	881.91K	0	0
Mar 31, 2024	INVESCO LTD.	0.14%	93.6K	910.69K	42.34K	+82.59%
Mar 31, 2024	TCG ADVISORY SERVICES, LLC	0.15%	104.46K	1.02M	-30.05K	-22.34%
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.16%	105.06K	1.02M	63.63K	+153.59%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	113.13K	1.1M	-4.57K	-3.88%
Mar 31, 2024	GARNER ASSET MANAGEMENT CORP	0.17%	113.53K	1.11M	4.58K	+4.20%
Mar 31, 2024	NINE MASTS CAPITAL LTD	0.17%	116.3K	1.13M	116.3K	+100.00%
Mar 31, 2024	BLACKROCK INC.	0.18%	123.08K	1.2M	0	0
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.19%	126.49K	1.23M	-3.7K	-2.84%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.25%	170.26K	1.66M	2.45K	+1.46%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	171.4K	1.67M	2	0.00%
Mar 31, 2024	WAKEFIELD ASSET MANAGEMENT LLLP	0.28%	186.18K	1.81M	6K	+3.33%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.31%	211.1K	2.05M	21.36K	+11.26%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.32%	214.59K	2.09M	-16.43K	-7.11%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.33%	221.89K	2.16M	209.8K	+1,735.61%
Mar 31, 2024	MORGAN STANLEY	0.47%	314.9K	3.06M	6.65K	+2.16%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.51%	341.79K	3.33M	12.67K	+3.85%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.14%	92.16K	906.39K	-35.83K	-28.00%
Mar 31, 2024	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.34%	226.08K	2.2M	0	0
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.79%	529.67K	5.15M	20.69K	+4.07%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	1.14%	768.13K	7.17M	30.19K	+4.09%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	17.35K	168.85K	479	+2.84%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.03%	18.5K	180.01K	7.5K	+68.18%
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	0.03%	18.96K	184.43K	-2.78K	-12.79%
Mar 31, 2024	BAR HARBOR WEALTH MANAGEMENT	0.03%	19.8K	192.61K	0	0
Mar 31, 2024	CAPITAL WEALTH ALLIANCE, LLC	0.03%	22.41K	218.05K	173	+0.78%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	22.76K	221.45K	-2.93K	-11.39%
Mar 31, 2024	BROWN ADVISORY INC	0.04%	24.06K	234.11K	0	0
Mar 31, 2024	SIMON QUICK ADVISORS, LLC	0.04%	25.76K	250.67K	2.61K	+11.26%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.04%	26.02K	253.16K	-5K	-16.12%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	29.82K	290.15K	171	+0.58%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.05%	33.29K	323.86K	-3.03K	-8.34%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.81%	547.47K	5.33M	-241.16K	-30.58%
Mar 31, 2024	FIERA CAPITAL CORP	1.22%	820.05K	7.98M	-246.73K	-23.13%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.37%	925.98K	9.01M	4.45K	+0.48%
Mar 31, 2024	UBS GROUP AG	1.53%	1.03M	10.04M	-35.26K	-3.31%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.81%	1.9M	18.46M	-133.78K	-6.59%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	3.12%	2.1M	20.47M	24.76K	+1.19%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	4.12%	2.78M	27.01M	1.59M	+134.47%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	9.23%	6.23M	60.58M	5.47M	+726.49%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.76%	1.18M	11.38M	-265.3K	-18.31%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.05%	36.31K	348.97K	-7.42K	-16.96%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.06%	40.74K	391.47K	-22.65K	-35.74%
Dec 31, 2023	FORT POINT CAPITAL PARTNERS LLC	0.06%	41.43K	398.14K	41.43K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.06%	41.6K	400K	-56.77K	-57.71%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	42.67K	4.44M	42.67K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.07%	44.21K	424.84K	-1	0.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	46.82K	449.96K	-13.66K	-22.58%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.08%	50.96K	489.74K	50.96K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.08%	51.26K	492.61K	51.26K	+100.00%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.08%	52.09K	416.46K	12	+0.02%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	0.08%	52.35K	503K	52.35K	+100.00%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.08%	52.39K	503.43K	52.39K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.08%	53.26K	512K	1.28K	+2.47%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.08%	56.74K	547K	46.31K	+444.23%
Dec 31, 2023	PETRA FINANCIAL ADVISORS INC	0.09%	57.44K	552K	0	0
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.1%	69.9K	671.74K	0	0
Dec 31, 2023	ALPINE GLOBAL MANAGEMENT, LLC	0.11%	71.2K	684.23K	71.2K	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.11%	72.79K	810.13K	10.51K	+16.88%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	75.58K	726.31K	17.55K	+30.24%
Dec 31, 2023		0.08%	52.35K	503.07K	52.35K	+100.00%
Dec 31, 2023	GARNER ASSET MANAGEMENT CORP	0.16%	108.96K	1.05M	-35.51K	-24.58%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	117.69K	1.13M	-5.48K	-4.45%
Dec 31, 2023	BLACKROCK INC.	0.18%	123.08K	1.18M	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.19%	127.99K	1.23M	68.23K	+114.19%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.19%	130.19K	1.25M	14.99K	+13.01%
Dec 31, 2023	TCG ADVISORY SERVICES, LLC	0.2%	134.51K	1.29M	-3.82K	-2.76%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.25%	167.81K	1.61M	111.95K	+200.39%
Dec 31, 2023	BRAMSHILL INVESTMENTS, LLC	8.26%	5.57M	53.52M	465.2K	+9.12%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	3.08%	2.08M	19.98M	604.88K	+41.05%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	171.39K	1.65M	-34.37K	-16.70%
Dec 31, 2023	WAKEFIELD ASSET MANAGEMENT LLLP	0.27%	180.18K	1.73M	-210	-0.12%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.28%	189.74K	1.82M	50.68K	+36.44%
Dec 31, 2023	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.34%	226.08K	2.17M	93.44K	+70.44%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.34%	231.02K	2.22M	11.62K	+5.30%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.42%	280.65K	2.7M	-28.52K	-9.23%
Dec 31, 2023	MORGAN STANLEY	0.46%	308.25K	2.96M	-89.3K	-22.46%
Dec 31, 2023	LPL FINANCIAL LLC	0.47%	318.04K	3.06M	132.04K	+70.99%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.49%	329.12K	3.16M	-16.16K	-4.68%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.01%	2.03M	19.52M	-33.45K	-1.62%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.75%	508.98K	4.89M	60.22K	+13.42%
Dec 31, 2023	AQR ARBITRAGE LLC	0.76%	513.53K	4.94M	59.55K	+13.12%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	1.09%	737.93K	7.07M	486.11K	+193.03%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	1.12%	753.29K	7.24M	635.24K	+538.11%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	1.17%	788.64K	7.58M	396.53K	+101.13%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.37%	921.53K	8.86M	79.88K	+9.49%
Dec 31, 2023	UBS GROUP AG	1.58%	1.07M	10.25M	-522.99K	-32.90%
Dec 31, 2023	FIERA CAPITAL CORP	1.58%	1.07M	10.25M	101.89K	+10.56%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	1.61%	1.09M	10.43M	325.04K	+42.75%

Insiders

Among the VMO insiders holding of N/A of the stake in company, DAMMEYER RODNEY F, , holds the largest shares of 62.09K. BYRON THOMAS, , is the second largest VMO insider with ownership of 2.36K shares. WOOLSEY SUZANNE, director, stands third with possession of 360 shares of that stake.

Insiders	Designation	Shares Held
DAMMEYER RODNEY F		62.09K
BYRON THOMAS		2.36K
WOOLSEY SUZANNE	director	360
BANK OF AMERICA CORP /DE/	10 percent owner	0
CONNELLY JACK		0
O'REILLY TIMOTHY M		0
STRYKER ROBERT JOHN		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 17, 2017	CONNELLY JACK	SALE	12.85	10K	128.5K	0
Mar 16, 2017	CONNELLY JACK	SALE	12.86	12K	154.32K	0
Dec 28, 2016	CONNELLY JACK	SALE	12.61	4K	50.45K	0
Nov 22, 2016	O'REILLY TIMOTHY M	SALE	12.78	461	5.89K	0
Nov 09, 2016	STRYKER ROBERT JOHN	SALE	13.12	1.5K	19.68K	0
Jul 15, 2016	CONNELLY JACK	PURCHASE	14.21	10K	142.1K	10K
Jul 14, 2016	CONNELLY JACK	PURCHASE	14.06	2K	28.12K	4K
Jul 14, 2016	STRYKER ROBERT JOHN	PURCHASE	14.04	500	7.02K	1.5K
Jul 01, 2016	CONNELLY JACK	PURCHASE	14.94	2K	29.88K	2K
Jun 30, 2016	CONNELLY JACK	PURCHASE	14.91	2K	29.82K	2K
Jun 03, 2016	STRYKER ROBERT JOHN	PURCHASE	14.30	500	7.15K	1K
Jun 03, 2016	O'REILLY TIMOTHY M	PURCHASE	14.31	450	6.44K	452
May 03, 2016	STRYKER ROBERT JOHN	PURCHASE	14.19	500	7.1K	500
Sep 23, 2015	DAMMEYER RODNEY F	SALE	12.52	5.98K	74.86K	62.09K
Aug 13, 2015	BYRON THOMAS	SALE	12.58	500	6.29K	2.36K
May 08, 2015	BYRON THOMAS	PURCHASE	12.77	500	6.39K	2.85K
Apr 23, 2015	BYRON THOMAS	PURCHASE	13.02	500	6.51K	2.34K
Apr 15, 2015	DAMMEYER RODNEY F	SALE	13.05	22.31K	291.08K	36.6K
Jul 23, 2014	DAMMEYER RODNEY F	SALE	12.41	37.72K	468.04K	58.91K
Mar 12, 2013	WOOLSEY SUZANNE	PURCHASE	13.88	360	5K	360
Nov 28, 2012	DAMMEYER RODNEY F	SALE	15.10	11.27K	170.09K	96.63K
Nov 27, 2012	DAMMEYER RODNEY F	SALE	15.06	21.95K	330.62K	107.9K
Nov 23, 2012	DAMMEYER RODNEY F	SALE	15.11	14.25K	215.32K	129.84K
Nov 21, 2012	DAMMEYER RODNEY F	SALE	15.12	11.65K	176.16K	144.1K
Nov 20, 2012	DAMMEYER RODNEY F	SALE	15.14	7.5K	113.47K	155.75K
Nov 08, 2012	DAMMEYER RODNEY F	SALE	15.40	32.54K	500.99K	163.24K
May 08, 2012	DAMMEYER RODNEY F	SALE	14.98	32.8K	491.54K	0
May 07, 2012	DAMMEYER RODNEY F	SALE	15.05	9.15K	137.6K	32.8K
Nov 04, 2011	BANK OF AMERICA CORP /DE/	SALE	13.69	155	2.12K	0
Sep 01, 2011	BANK OF AMERICA CORP /DE/	SALE	13.44	100	1.34K	0
Aug 16, 2011	BANK OF AMERICA CORP /DE/	SALE	13.09	12.01K	157.21K	0
Jul 08, 2011	BANK OF AMERICA CORP /DE/	SALE	13.62	363	4.94K	0
May 26, 2011	BANK OF AMERICA CORP /DE/	SALE	13.23	76	1.01K	0
May 05, 2011	BANK OF AMERICA CORP /DE/	SALE	13.11	404	5.3K	0
Apr 12, 2011	BANK OF AMERICA CORP /DE/	SALE	12.81	500	6.41K	0
Feb 11, 2011	BANK OF AMERICA CORP /DE/	SALE	12.78	294	3.76K	0
Dec 28, 2010	BANK OF AMERICA CORP /DE/	SALE	12.69	200	2.54K	0
Nov 22, 2010	BANK OF AMERICA CORP /DE/	SALE	13.08	375	4.91K	1.2K
Nov 16, 2010	BANK OF AMERICA CORP /DE/	SALE	12.86	206	2.65K	100
Oct 01, 2010	BANK OF AMERICA CORP /DE/	PURCHASE	14.54	1.16K	16.9K	1.16K
Sep 16, 2010	BANK OF AMERICA CORP /DE/	PURCHASE	14.08	70	985.6	70
May 05, 2010	BANK OF AMERICA CORP /DE/	PURCHASE	13.89	700	9.72K	700
Dec 29, 2009	BANK OF AMERICA CORP /DE/	SALE	13.36	250	3.34K	200
Dec 11, 2009	BANK OF AMERICA CORP /DE/	SALE	13.65	200	2.73K	200
Dec 08, 2009	BANK OF AMERICA CORP /DE/	PURCHASE	11.79	1.05K	12.38K	1.05K

Frequently Asked Questions