How many institutions own WHF 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 WHF shares is 57, representing 35.48% of the company's common stock.

Who are the major shareholders selling WhiteHorse Finance, Inc. stock?

GROUP ONE TRADING, L.P., in the last quarter, reduced its stake in WHF by -100% restricting it's holding to 0 shares of worth nearly -. BNP PARIBAS ARBITRAGE, SNC also lessened -100% of the WHF shares from its portfolio, reducing its holding to 0 shares of worth -. MARINER, LLC also shunned WHF shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying WHF stock?

As per its latest 13F filing, LEGAL & GENERAL GROUP PLC increased its stake in WHF by 3.9% in the last quarter. The institutional holder raised its holding to 169.07 thousand shares having worth more than $1.25M. NEWEDGE WEALTH, LLC also added 3.58% more shares of WHF to its portfolio, raising its holding to 16.81 thousand shares of worth $124.40K. O'SHAUGHNESSY ASSET MANAGEMENT, LLC also increased its WHF shares holding by 33.45% which brought its holding to 16.9 thousand shares worth $125.05K.

WHF's major insiders: who are they?

The insider with the most stakes in WHF is TAMER ANTHONY , 10 percent owner at the company. Additionally, WHF stock is highly held by 10 percent owner MNAYMNEH SAMI and director BOLDUC JOHN among others.

Did an insider recently sell WHF stock?

Company executives, directors, and other insiders own 3.9% percent of WhiteHorse Finance, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which WHF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include VOLPE JOHN PAUL, MNAYMNEH SAMI, and TAMER ANTHONY.

Which insider recently purchased WHF stock?

There have been 21 transaction(s) during the past 6-months in which WhiteHorse Finance, Inc. insiders have bought stock, totalling 111599 shares

How much of WHF does insiders own?

Around 4.26M WhiteHorse Finance, Inc. shares are held by insiders, which represents about 3.9% of WHF stock.

Who is the insider with the largest stake?

WHF 10 percent owner, TAMER ANTHONY holds the largest portfolio of the company's shares. WHF shares owned by TAMER total nearly 3.98 million.

Which institution holds the most shares in WHF?

BANK OF MONTREAL /CAN/ is the largest institutional owner in WHF which holds 114.84 thousand shares worth $849.83K or 0.5% of the total WHF shares outstanding followed by LEGAL & GENERAL GROUP PLC with ownership of 169.07 thousand shares representing 0.73% of the WHF ownership. ETHOS FINANCIAL GROUP, LLC is the third largest stakeholder with 243.94 thousand shares or 1.05% of the ownership worth more than $1.70M.

Is WhiteHorse Finance, 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 WHF is concerned, it is a stock which is optionable.

Is there a short position on WHF's shares?

Number of WHF 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 WHF shares are there?

As of today, null shares of WHF are outstanding.

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

WHF 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 WHF is null.

WhiteHorse Finance (WHF) 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

3.9% Percentage of Shares held by All Insiders

35.48% Percentage of Shares held by All Institutions

36.92% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 35.48% of WHF shares are held by financial institutions. BANK OF MONTREAL /CAN/ is the top corporate investor, holding 114.84K shares valued at $849.83K. A 0.5% stake in WhiteHorse Finance, Inc. is owned by the company. LEGAL & GENERAL GROUP PLC owns 169.07K shares valued at $1.25M, which translates its holding of 0.73% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.5%	114.84K	849.83K	0	0
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.73%	169.07K	1.25M	6.34K	+3.90%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	1.05%	243.94K	1.7M	0	0
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.07%	16.81K	124.4K	581	+3.58%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.07%	16.9K	125.05K	4.24K	+33.45%
Mar 31, 2026	TWO SIGMA SECURITIES, LLC	0.07%	17.34K	128.29K	17.34K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.1%	22.43K	165.95K	2.34K	+11.65%
Mar 31, 2026	VIDENT ADVISORY, LLC	0.1%	23.24K	172K	23.24K	+100.00%
Mar 31, 2026	GROUP ONE TRADING, L.P.	0%	0	-	-1.1K	-100.00%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-3.48K	-100.00%
Mar 31, 2026	MARINER, LLC	0%	0	-	-13.66K	-100.00%
Mar 31, 2026	HRT FINANCIAL LP	0%	0	-	-19.92K	-100.00%
Mar 31, 2026	CWM, LLC	0%	0	-	-200	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-133.72K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-6.39K	-100.00%
Mar 31, 2026	CASTLEKNIGHT MANAGEMENT LP	1.26%	292.46K	2.16M	0	0
Mar 31, 2026	NORDEN GROUP LLC	0.05%	11K	81.4K	0	0
Mar 31, 2026	CAMPBELL & CO INVESTMENT ADVISER LLC	0.11%	25.84K	191.19K	25.84K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.8%	185K	1.37M	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.06%	14.92K	110.44K	-3.71K	-19.92%
Mar 31, 2026	DIMENSION CAPITAL MANAGEMENT LLC	0.12%	28.34K	209.69K	0	0
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.13%	29.22K	223.8K	2.7K	+10.18%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	24.41K	181K	-47	-0.19%
Mar 31, 2026	CITADEL ADVISORS LLC	0.13%	30K	222K	30K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.14%	31.54K	233.36K	-10.26K	-24.54%
Mar 31, 2026	MORGAN STANLEY	0.15%	35K	258.98K	7.38K	+26.71%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	37.93K	280.65K	-5.11K	-11.88%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	47.17K	349K	387	+0.83%
Mar 31, 2026	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.21%	48.49K	359K	0	0
Mar 31, 2026	GABLES CAPITAL MANAGEMENT INC.	0.22%	50.97K	377.21K	-3.12K	-5.77%
Mar 31, 2026	BASSO CAPITAL MANAGEMENT, L.P.	0.26%	60K	444K	-20K	-25.00%
Mar 31, 2026	VIRTUS INVESTMENT ADVISERS, INC.	0.26%	60.57K	448.19K	2.74K	+4.74%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.26%	60.82K	450.1K	-2.71K	-4.27%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	0.27%	63.29K	468.35K	63.29K	+100.00%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.29%	67.49K	499.4K	51.95K	+334.24%
Mar 31, 2026	LPL FINANCIAL LLC	0.3%	69.77K	516.26K	121	+0.17%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.31%	72.81K	517.69K	-4.11K	-5.34%
Mar 31, 2026	MARSHALL WACE, LLP	0.33%	76.27K	564.37K	76.27K	+100.00%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.41%	95.6K	707.44K	0	0
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	1.88%	435.57K	3.22M	178.05K	+69.14%
Mar 31, 2026	NORTHERN TRUST CORP	0%	0	-	-16.91K	-100.00%
Mar 31, 2026		0%	65	481	65	+100.00%
Mar 31, 2026	SIMPLEX TRADING, LLC	0.01%	1.58K	11.68K	70	+4.64%
Mar 31, 2026	ANCORA ADVISORS, LLC	0.01%	3K	22.2K	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.02%	3.73K	27.59K	3.73K	+100.00%
Mar 31, 2026	NORTHSTAR ADVISORY GROUP, LLC	0.05%	11.4K	84.34K	386	+3.51%
Mar 31, 2026	POWELL INVESTMENT ADVISORS, LLC	0.05%	12.03K	92.17K	0	0
Mar 31, 2026	PMV CAPITAL ADVISERS, LLC	0%	4	26	4	+100.00%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0%	5	37	5	+100.00%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	200	1.42K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	255	1.88K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	1.1K	8.14K	0	0
Mar 31, 2026	LSV ASSET MANAGEMENT	0.04%	9.9K	73K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.05%	12.64K	94K	-1.19K	-8.58%
Mar 31, 2026	BLACKROCK, INC.	0.31%	72.95K	539.8K	-55.06K	-43.01%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	1.11K	7.87K	-67	-5.71%
Mar 31, 2026	DELTA ASSET MANAGEMENT LLC/TN	0%	0	-	-15	-100.00%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.04%	9.9K	69K	0	0
Dec 31, 2025	MARINER, LLC	0.06%	13.66K	94.93K	682	+5.26%
Dec 31, 2025	ROYAL BANK OF CANADA	0.06%	13.83K	96K	-4.76K	-25.59%
Dec 31, 2025	GABLES CAPITAL MANAGEMENT INC.	0.23%	54.1K	375.96K	-1.82K	-3.25%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.27%	63.53K	441.56K	-5.1K	-7.43%
Dec 31, 2025	LPL FINANCIAL LLC	0.3%	69.64K	484.03K	23.05K	+49.46%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.33%	76.92K	532.3K	-781.05K	-91.03%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.41%	95.6K	664.42K	20.16K	+26.73%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.49%	114.84K	798.15K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.55%	128.01K	889.66K	-11.13K	-8.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.58%	133.72K	929.38K	133.72K	+100.00%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.7%	162.73K	1.13M	22.48K	+16.03%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	1.05%	243.94K	1.7M	21.49K	+9.66%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-18.49K	-100.00%
Dec 31, 2025	DELTA ASSET MANAGEMENT LLC/TN	0%	15	104	0	0
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	72	500	0	0
Dec 31, 2025	CWM, LLC	0%	200	1K	200	+100.00%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	200	1.39K	200	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	255	1.77K	-2.72K	-91.44%
Dec 31, 2025		0.08%	19.1K	132.75K	19.1K	+100.00%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0%	1.1K	7.65K	1.1K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1.17K	8.15K	-62	-5.02%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.01%	1.51K	10.49K	1.51K	+100.00%
Dec 31, 2025	ANCORA ADVISORS, LLC	0.01%	3K	20.85K	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	3.48K	24.19K	3.48K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	6.39K	44.4K	6.39K	+100.00%
Dec 31, 2025	NORDEN GROUP LLC	0.05%	11K	76.45K	11K	+100.00%
Dec 31, 2025	NORTHSTAR ADVISORY GROUP, LLC	0.05%	11.01K	76.53K	571	+5.47%
Dec 31, 2025	CITADEL ADVISORS LLC	0.05%	11.9K	82.71K	11.9K	+100.00%
Dec 31, 2025	POWELL INVESTMENT ADVISORS, LLC	0.05%	12.03K	86.64K	973	+8.80%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.07%	16.23K	112.8K	73	+0.45%
Dec 31, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.08%	17.96K	125K	17.96K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	18.63K	129.52K	5.67K	+43.68%
Dec 31, 2025	HRT FINANCIAL LP	0.09%	19.92K	138K	2.82K	+16.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	20.09K	139.59K	-704	-3.39%
Dec 31, 2025	MORGAN STANLEY	0.12%	27.62K	191.96K	19.94K	+259.53%
Dec 31, 2025	XTX TOPCO LTD	0.13%	29.79K	207.01K	29.79K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.18%	41.79K	290.45K	-25.37K	-37.77%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	43.04K	299.11K	29.88K	+227.13%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.25%	57.83K	401.88K	-7.37K	-11.31%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.8%	185K	1.29M	-500	-0.27%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.89%	206.25K	1.43M	-109.6K	-34.70%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.11%	257.52K	1.79M	26.38K	+11.41%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.07%	15.54K	108.01K	15.54K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.07%	16.91K	117.51K	-1.08K	-5.98%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.1%	23.95K	166.47K	-8.08K	-25.22%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.11%	26.52K	190.92K	1.78K	+7.21%
Dec 31, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.12%	28.34K	196.94K	0	0
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.21%	48.84K	339.44K	48.84K	+100.00%
Dec 31, 2025	BASSO CAPITAL MANAGEMENT, L.P.	0.34%	80K	556K	-35.14K	-30.52%
Dec 31, 2025	CASTLEKNIGHT MANAGEMENT LP	1.26%	292.46K	2.03M	292.46K	+100.00%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	24.46K	170K	0	0
Dec 31, 2025	MAREX GROUP PLC	0%	0	-	-21.5K	-100.00%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0%	0	-	-10.81K	-100.00%
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-1.8K	-100.00%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0%	0	-	-54.46K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-3.73K	-100.00%
Dec 31, 2025	MARSHALL WACE, LLP	0%	0	-	-65.85K	-100.00%
Dec 31, 2025	BARD ASSOCIATES INC	0%	0	-	-17.74K	-100.00%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.05%	12.66K	88K	12.66K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	46.78K	325K	-1.08K	-2.25%
Dec 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.21%	48.49K	337K	0	0
Sep 30, 2025	TWO SIGMA ADVISERS, LP	1.36%	315.85K	2.19M	5K	+1.61%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	3.69%	857.98K	5.73M	-84.09K	-8.93%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	13.16K	91.04K	-3.17K	-19.41%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	1.1K	7.61K	1.1K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1.24K	8.54K	1.24K	+100.00%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	1.8K	12K	1.8K	+100.00%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.07%	16.16K	118.76K	865	+5.66%
Sep 30, 2025	HRT FINANCIAL LP	0.07%	17.11K	118K	17.11K	+100.00%
Sep 30, 2025	BARD ASSOCIATES INC	0.08%	17.74K	129.29K	-6.33K	-26.29%
Sep 30, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.12%	28.34K	196.09K	0	0
Sep 30, 2025	SQUAREPOINT OPS LLC	0%	0	-	-60.08K	-100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	47.86K	331K	624	+1.32%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.23%	54.46K	376.83K	3.89K	+7.68%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.28%	65.2K	451.16K	6.94K	+11.91%
Sep 30, 2025	MARSHALL WACE, LLP	0.28%	65.85K	455.68K	23.61K	+55.89%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0%	0	-	-47.62K	-100.00%
Sep 30, 2025	OXFORD ASSET MANAGEMENT LLP	0%	0	-	-12.06K	-100.00%
Sep 30, 2025	NORDEN GROUP LLC	0%	0	-	-11K	-100.00%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-1.1K	-100.00%
Sep 30, 2025	DELTA ASSET MANAGEMENT LLC/TN	0%	15	104	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	2.98K	20.62K	-1.76K	-37.19%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.01%	3K	20.76K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.02%	3.73K	25.8K	3.73K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.03%	7.68K	53.16K	-10.99K	-58.85%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.04%	9.9K	69K	0	0
Sep 30, 2025	MARINER, LLC	0.06%	12.98K	89.8K	536	+4.31%
Sep 30, 2025	NORTHERN TRUST CORP	0.08%	17.98K	124.44K	-1.96K	-9.83%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	18.49K	128K	-1.39K	-7.01%
Sep 30, 2025	ROYAL BANK OF CANADA	0.08%	18.59K	129K	-20.31K	-52.22%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	20.79K	143.87K	-10.69K	-33.95%
Sep 30, 2025	CITADEL ADVISORS LLC	0.09%	21.42K	148.21K	21.42K	+100.00%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	24.46K	169K	6.46K	+35.89%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.11%	24.73K	180.68K	3.93K	+18.91%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	32.03K	221.66K	278	+0.88%
Sep 30, 2025	LPL FINANCIAL LLC	0.2%	46.6K	322.45K	24.05K	+106.64%
Sep 30, 2025	NORTHSTAR ADVISORY GROUP, LLC	0.04%	10.44K	72.24K	423	+4.22%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.05%	10.81K	74.81K	10.81K	+100.00%
Sep 30, 2025	POWELL INVESTMENT ADVISORS, LLC	0.05%	11.06K	80.79K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	12.97K	105.22K	657	+5.34%
Sep 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.21%	48.49K	336K	0	0
Sep 30, 2025	GABLES CAPITAL MANAGEMENT INC.	0.24%	55.91K	386.91K	-8.17K	-12.75%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-3.4K	-100.00%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	72	498	0	0
Sep 30, 2025	MAREX GROUP PLC	0.09%	21.5K	148.78K	21.5K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.29%	67.16K	464.74K	8.34K	+14.17%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.3%	68.64K	474.97K	-1.22K	-1.75%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.32%	75.44K	522.02K	8K	+11.86%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.49%	114.84K	794.71K	114.84K	+100.00%
Sep 30, 2025	BASSO CAPITAL MANAGEMENT, L.P.	0.5%	115.14K	796.76K	-5K	-4.16%
Sep 30, 2025	BLACKROCK, INC.	0.6%	139.14K	962.86K	33.7K	+31.96%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.6%	140.25K	970.53K	-16.35K	-10.44%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.8%	185.5K	1.28M	500	+0.27%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.96%	222.45K	1.54M	16.78K	+8.16%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.99%	231.14K	1.6M	49.89K	+27.53%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	72	628	0	0
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	0	-	-42.24K	-100.00%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0%	0	-	-35.8K	-100.00%
Jun 30, 2025	BASSO CAPITAL MANAGEMENT, L.P.	0.52%	120.14K	1.05M	0	0
Jun 30, 2025	TOWNSQUARE CAPITAL LLC	0%	0	-	-11K	-100.00%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0%	0	-	-27	-100.00%
Jun 30, 2025	BLACKROCK, INC.	0.45%	105.44K	919.43K	26.81K	+34.09%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.88%	205.67K	1.79M	5.62K	+2.81%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.29%	67.44K	588.05K	655	+0.98%
Jun 30, 2025	GABLES CAPITAL MANAGEMENT INC.	0.28%	64.08K	558.8K	-18.85K	-22.73%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.25%	58.26K	507.99K	-74.77K	-56.21%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.22%	50.57K	440.97K	1.11K	+2.24%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	31.48K	274.48K	-7.73K	-19.71%
Jun 30, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.12%	28.34K	247.1K	0	0
Jun 30, 2025	OXFORD ASSET MANAGEMENT LLP	0.05%	12.06K	105.15K	12.06K	+100.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	4.05%	942.07K	8.21M	-71.31K	-7.04%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.3%	69.86K	609.16K	-94.12K	-57.40%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.2%	47.62K	415.24K	15.81K	+49.72%
Jun 30, 2025	POWELL INVESTMENT ADVISORS, LLC	0.05%	11.06K	100.7K	0	0
Jun 30, 2025	NORDEN GROUP LLC	0.05%	11K	95.92K	0	0
Jun 30, 2025	NORTHSTAR ADVISORY GROUP, LLC	0.04%	10.02K	87.35K	10.02K	+100.00%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.04%	9.9K	86K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-1K	-100.00%
Jun 30, 2025	DELTA ASSET MANAGEMENT LLC/TN	0%	15	131	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-1.49K	-100.00%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0%	0	-	-100	-100.00%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.21%	48.49K	423K	0	0
Jun 30, 2025	MORGAN STANLEY	0.08%	18.67K	162.78M	-7.39K	-28.36%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.01%	3K	26.16K	0	0
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	1.1K	9.59K	1.1K	+100.00%
Jun 30, 2025	IRON HORSE WEALTH MANAGEMENT, LLC	0%	1.05K	9.19K	0	0
Jun 30, 2025	FIRST HORIZON ADVISORS, INC.	0%	148	1.29K	148	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.1%	23.6K	205.79M	3.6K	+18.00%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.34%	310.85K	2.71M	-31K	-9.07%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.8%	185K	1.61M	88.66K	+92.02%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.78%	181.25K	1.58M	-13.97K	-7.16%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.67%	156.6K	1.37M	6.56K	+4.37%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.26%	60.08K	523.88K	-814	-1.34%
Jun 30, 2025	UBS GROUP AG	0.25%	58.82K	512.93K	37.29K	+173.23%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	47.24K	412K	1.44K	+3.14%
Jun 30, 2025	MARSHALL WACE, LLP	0.18%	42.24K	368.33K	42.24K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.17%	38.9K	339K	-17.05K	-30.47%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	31.75K	276.89K	-1.21K	-3.68%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.12%	27.57K	240.41K	14	+0.05%
Jun 30, 2025	BARD ASSOCIATES INC	0.1%	24.07K	218.85K	-500	-2.04%
Jun 30, 2025	LPL FINANCIAL LLC	0.1%	22.55K	196.63K	7.72K	+52.01%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.09%	20.8K	189.38K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.09%	19.94K	173.9K	8.14K	+68.99%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	19.89K	173K	246	+1.25%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	18K	157K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	16.32K	142.35K	16.32K	+100.00%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.07%	15.29K	130.29K	1.22K	+8.63%
Jun 30, 2025	MARINER, LLC	0.05%	12.44K	108.49K	495	+4.14%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.06%	15.06K	137.1K	280	+1.89%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	12.31K	107.36K	-2.79K	-18.49%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	4.74K	41.36K	999	+26.68%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	3.4K	29.63K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	15.11K	145.77K	-1.99K	-11.63%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	18K	173K	5.43K	+43.19%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	19.64K	190K	222	+1.14%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.09%	20.8K	208.73K	10.8K	+108.00%
Mar 31, 2025	UBS GROUP AG	0.09%	21.53K	207.75K	-13.4K	-38.36%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	72	624	0	0
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0%	27	261	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0%	100	965	-90	-47.37%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	1K	9.65K	228	+29.53%
Mar 31, 2025	IRON HORSE WEALTH MANAGEMENT, LLC	0%	1.05K	10.17K	1.05K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	1.49K	14.37K	1.24K	+502.83%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	3.74K	36.13K	-2.43K	-39.32%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.04%	9.9K	96K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.05%	11.8K	113.88K	-7.77K	-39.70%
Mar 31, 2025	MARINER, LLC	0.05%	11.95K	115.28K	542	+4.75%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.06%	14.08K	135.84K	526	+3.88%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.06%	14.78K	148.3K	-10.99K	-42.65%
Mar 31, 2025	CITADEL ADVISORS LLC	0.03%	6.6K	63.69K	-8.6K	-56.58%
Mar 31, 2025	MORGAN STANLEY	0.11%	26.06K	251.46K	-20.92K	-44.53%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.01%	3K	28.95K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	3.4K	32.79K	0	0
Mar 31, 2025	NORDEN GROUP LLC	0.05%	11K	106.15K	0	0
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.05%	11K	106.15K	0	0
Mar 31, 2025	POWELL INVESTMENT ADVISORS, LLC	0.05%	11.06K	110.99K	0	0
Mar 31, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.12%	28.34K	273.45K	0	0
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.71%	163.98K	1.58M	-1.44K	-0.87%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.84%	195.22K	1.88M	-16.57K	-7.82%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.86%	200.06K	1.93M	200.06K	+100.00%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.18%	42.24K	407.57K	-18.6K	-30.58%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.12%	27.56K	265.92K	-1.59K	-5.45%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.14%	31.81K	306.93K	-8.71K	-21.50%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	32.97K	318.12K	-11.62K	-26.07%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.15%	35.8K	345.47K	-1.5K	-4.02%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	39.21K	378.34K	-2.82K	-6.71%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	45.8K	442K	9.71K	+26.90%
Mar 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.21%	48.49K	468K	5.72K	+13.36%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.21%	49.46K	477.29K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.24%	55.95K	540K	-14.62K	-20.71%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.26%	60.89K	587.61K	15.79K	+35.01%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.29%	66.78K	644.45K	12.33K	+22.64%
Mar 31, 2025	BLACKROCK, INC.	0.34%	78.63K	758.79K	4.27K	+5.75%
Mar 31, 2025	GABLES CAPITAL MANAGEMENT INC.	0.36%	82.93K	800.29K	-175	-0.21%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.41%	96.35K	929.73K	55.04K	+133.28%
Mar 31, 2025	BASSO CAPITAL MANAGEMENT, L.P.	0.52%	120.14K	1.16M	0	0
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.57%	133.02K	1.28M	133.02K	+100.00%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.47%	341.85K	3.3M	22.2K	+6.95%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	4.36%	1.01M	9.78M	48.08K	+4.98%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.65%	150.04K	1.44M	-8.06K	-5.10%
Mar 31, 2025	LPL FINANCIAL LLC	0.06%	14.84K	143.16K	-347	-2.29%
Mar 31, 2025	BARD ASSOCIATES INC	0.11%	24.57K	246.25K	-700	-2.77%
Mar 31, 2024	MORGAN STANLEY	0.69%	159.3K	1.98M	12.7K	+8.66%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	1.93K	23.93K	1.9K	+6,125.81%
Mar 31, 2024	ANCORA ADVISORS, LLC	0.01%	3K	37.2K	0	0
Mar 31, 2024	ENTRYPOINT CAPITAL, LLC	0.01%	3.11K	38.61K	3.11K	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	3.4K	42.14K	3.4K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.02%	4.4K	54.56K	-500	-10.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	6.01K	74.53K	3.31K	+122.18%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.04%	9.9K	123K	0	0
Mar 31, 2024	DAVENPORT & CO LLC	0.05%	10.97K	136.07K	0	0
Mar 31, 2024	BAKER TILLY WEALTH MANAGEMENT, LLC	0.05%	11K	136.4K	0	0
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.05%	11K	136.4K	0	0
Mar 31, 2024	POWELL INVESTMENT ADVISORS, LLC	0.05%	11.06K	141.4K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.05%	11.21K	139K	-817	-6.79%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	11.7K	145.08K	-3.9K	-25.00%
Mar 31, 2024	MARINER, LLC	0.05%	11.88K	147.35K	358	+3.11%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.05%	12.44K	161.96K	737	+6.30%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.06%	14.74K	182.76K	1.12K	+8.20%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	14.79K	183K	14.79K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.07%	15.32K	189.93K	103	+0.68%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.08%	18.05K	223.81K	-2.19K	-10.83%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	18.29K	227K	3.01K	+19.72%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.09%	21.21K	262.96K	9	+0.04%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	24.97K	310K	227	+0.92%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.24%	55.41K	694.37K	-3.14K	-5.36%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.29%	68.15K	845.09K	-9.74K	-12.50%
Mar 31, 2024	BLACKROCK INC.	0.33%	75.87K	940.81K	14.97K	+24.59%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.38%	88.56K	1.1M	-9.61K	-9.79%
Mar 31, 2024	GABLES CAPITAL MANAGEMENT INC.	0.39%	89.51K	1.11M	1.1K	+1.24%
Mar 31, 2024	BASSO CAPITAL MANAGEMENT, L.P.	0.53%	122.14K	1.51M	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.77%	179.09K	2.22M	5.33K	+3.07%
Mar 31, 2024	UBS GROUP AG	0.79%	183.11K	2.27M	2.16K	+1.19%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.9%	208.66K	2.59M	-2.72K	-1.28%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	3.5%	812.4K	10.07M	58.46K	+7.75%
Mar 31, 2024	NATIXIS	0.07%	17.33K	214.93K	0	0
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.11%	26.25K	26K	0	0
Mar 31, 2024	DIMENSION CAPITAL MANAGEMENT LLC	0.14%	31.81K	394.47K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.14%	32.65K	404.86K	0	0
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.14%	33K	409.2K	10K	+43.45%
Mar 31, 2024	BARD ASSOCIATES INC	0.15%	34.12K	435.92K	0	0
Mar 31, 2024	TOROSO INVESTMENTS, LLC	0.18%	41.09K	509.47K	-16.66K	-28.85%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.19%	43.91K	544.43K	-21.2K	-32.57%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.12%	26.89K	332.57K	-35.76K	-57.08%
Mar 31, 2024	SANDERS MORRIS HARRIS LLC	0.13%	31.29K	387.97K	1	0.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.2%	46.43K	575.75K	-6.61K	-12.47%
Mar 31, 2024	VIRTUS ETF ADVISERS LLC	0.26%	60.6K	751.4K	15.38K	+34.02%
Mar 31, 2024	ROYAL BANK OF CANADA	0.29%	68.25K	846K	31.83K	+87.40%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.39%	91.35K	1.13M	6K	+7.03%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.4%	92.07K	1.14M	-5.58K	-5.71%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-2.46K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-88	-100.00%
Mar 31, 2024	SIMPLEX TRADING, LLC	0%	0	-	-216	-100.00%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0%	0	-	-61.8K	-100.00%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0%	0	-	-14.11K	-100.00%
Mar 31, 2024	FMR LLC	0%	1	12	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	23	285	23	+100.00%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	82	1.02K	15	+22.39%
Mar 31, 2024	DELTA ASSET MANAGEMENT LLC/TN	0%	115	1.43K	0	0
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.01%	1.23K	15.25K	1.23K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.05%	12.03K	147.93K	3.35K	+38.54%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.06%	13.62K	167.55K	13.62K	+100.00%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.06%	14.11K	171K	-5.36K	-27.55%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.07%	15.21K	187.13K	4.83K	+46.50%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.07%	15.28K	187K	-1.9K	-11.03%
Dec 31, 2023	NATIXIS	0.07%	17.33K	213.54K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.09%	20.24K	248.96K	-1.62K	-7.39%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.09%	21.2K	260.73K	2.46K	+13.12%
Dec 31, 2023	RONALD BLUE TRUST, INC.	0.1%	23.01K	293K	5	+0.02%
Dec 31, 2023	CITADEL ADVISORS LLC	0.02%	4.9K	60.27K	-2.1K	-30.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	24.75K	304K	-41	-0.17%
Dec 31, 2023	IFP ADVISORS, INC	0.11%	25.43K	312.73K	6.79K	+36.47%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.11%	26.25K	26K	26.25K	+100.00%
Dec 31, 2023	SANDERS MORRIS HARRIS LLC	0.13%	31.29K	402.36K	31.29K	+100.00%
Dec 31, 2023	DIMENSION CAPITAL MANAGEMENT LLC	0.14%	31.81K	391.29K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.14%	32.65K	401.6K	0	0
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.15%	33.83K	416.1K	6.93K	+25.76%
Dec 31, 2023	BARD ASSOCIATES INC	0.15%	34.12K	432.51K	565	+1.68%
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	36.42K	448K	30.07K	+473.62%
Dec 31, 2023	VIRTUS ETF ADVISERS LLC	0.19%	45.21K	556.13K	-12.75K	-22.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.23%	53.04K	652.44K	-2.59K	-4.65%
Dec 31, 2023	TOROSO INVESTMENTS, LLC	0.25%	57.74K	710.23K	-2.84K	-4.69%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.25%	58.55K	746.6K	-16.71K	-22.20%
Dec 31, 2023	BLACKROCK INC.	0.26%	60.9K	749.06K	1.4K	+2.36%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.27%	61.8K	760K	20.8K	+50.73%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.27%	62.64K	771.76K	34.35K	+121.43%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.28%	65.11K	800.84K	45.22K	+227.39%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.34%	77.89K	958.04K	455	+0.59%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.37%	85.35K	1.05M	4.97K	+6.19%
Dec 31, 2023	GABLES CAPITAL MANAGEMENT INC.	0.38%	88.41K	1.09M	0	0
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.42%	97.64K	1.2M	16.6K	+20.48%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.42%	98.17K	1.21M	-14.02K	-12.50%
Dec 31, 2023	BASSO CAPITAL MANAGEMENT, L.P.	0.53%	122.14K	1.5M	0	0
Dec 31, 2023	MORGAN STANLEY	0.63%	146.59K	1.8M	1.15K	+0.79%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.75%	173.75K	2.14M	5.06K	+3.00%
Dec 31, 2023	UBS GROUP AG	0.78%	180.95K	2.23M	-13.56K	-6.97%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.91%	211.37K	2.6M	-69.08K	-24.63%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	3.24%	753.93K	9.27M	44.42K	+6.26%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.01%	3K	36.9K	0	0
Dec 31, 2023		0.03%	7.21K	88.63K	7.21K	+100.00%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.04%	9.9K	122K	0	0
Dec 31, 2023	DAVENPORT & CO LLC	0.05%	10.97K	134.97K	0	0
Dec 31, 2023	BAKER TILLY WEALTH MANAGEMENT, LLC	0.05%	11K	135.3K	0	0
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	0.05%	11K	135.3K	0	0
Dec 31, 2023	POWELL INVESTMENT ADVISORS, LLC	0.05%	11.06K	140.3K	0	0
Dec 31, 2023	D. E. SHAW & CO., INC.	0.05%	11.21K	137.83K	11.21K	+100.00%
Dec 31, 2023	MARINER, LLC	0.05%	11.53K	141.75K	11.53K	+100.00%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.05%	11.7K	143.93K	329	+2.89%

Insiders

Among the WHF insiders holding of 3.9% of the stake in company, TAMER ANTHONY, 10 percent owner, holds the largest shares of 3.98M. MNAYMNEH SAMI, 10 percent owner, is the second largest WHF insider with ownership of 3.98M shares. BOLDUC JOHN, director, stands third with possession of 313.89K shares of that stake.

Insiders	Designation	Shares Held
TAMER ANTHONY	10 percent owner	3.98M
MNAYMNEH SAMI	10 percent owner	3.98M
BOLDUC JOHN	director	313.89K
ARONSON STUART D	Chief Executive Officer	127K
THOMAS JOYSON	Chief Financial Officer	25K
CARVELL JAMES DEMUS III	Chief Executive Officer	13.49K
COLLAZOS MARCO A.	Chief Compliance Officer	10K
BURKE KEVIN FRANCIS	director	7.53K
LOMBARD GERHARD	CFO, Treasurer	5.45K
SMITH G STACY	director	3.7K
FRIER RICK PATRICK	director	3.7K
VOLPE JOHN PAUL	director	2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 18, 2026	BOLDUC JOHN	PURCHASE	6.49	7.69K	49.91K	313.89K
Jun 15, 2026	ARONSON STUART D	PURCHASE	6.41	15K	96.15K	127K
Jun 05, 2026	BOLDUC JOHN	PURCHASE	6.76	3.57K	24.13K	306.2K
Jun 04, 2026	BOLDUC JOHN	PURCHASE	6.88	3.57K	24.56K	302.63K
Jun 02, 2026	BOLDUC JOHN	PURCHASE	6.81	3.57K	24.31K	299.06K
Jun 01, 2026	BOLDUC JOHN	PURCHASE	6.88	3.57K	24.56K	295.49K
May 29, 2026	BOLDUC JOHN	PURCHASE	6.76	3.57K	24.13K	291.92K
May 29, 2026	VOLPE JOHN PAUL	PURCHASE	6.74	1K	6.74K	2K
May 28, 2026	BOLDUC JOHN	PURCHASE	6.81	3.57K	24.31K	288.35K
May 27, 2026	BOLDUC JOHN	PURCHASE	6.90	3.57K	24.63K	284.78K
May 22, 2026	ARONSON STUART D	PURCHASE	6.40	5K	32K	105K
May 21, 2026	ARONSON STUART D	PURCHASE	6.67	20K	133.4K	100K
May 21, 2026	THOMAS JOYSON	PURCHASE	6.62	3K	19.86K	25K
Mar 23, 2026	ARONSON STUART D	PURCHASE	6.95	8K	55.6K	80K
Mar 20, 2026	ARONSON STUART D	PURCHASE	7.10	5K	35.5K	72K
Mar 16, 2026	BOLDUC JOHN	PURCHASE	7.13	4.2K	29.91K	281.21K
Mar 13, 2026	BOLDUC JOHN	PURCHASE	7.14	4.2K	29.95K	277.02K
Mar 13, 2026	VOLPE JOHN PAUL	PURCHASE	7.18	1K	7.18K	1K
Mar 12, 2026	BOLDUC JOHN	PURCHASE	7.14	4.2K	29.95K	272.82K
Mar 06, 2026	BOLDUC JOHN	PURCHASE	7.25	4.14K	30K	268.63K
Mar 05, 2026	BOLDUC JOHN	PURCHASE	7.12	4.2K	29.88K	264.49K
Dec 24, 2025	THOMAS JOYSON	PURCHASE	7.01	4.5K	31.56K	22K
Dec 24, 2025	BOLDUC JOHN	PURCHASE	6.99	4.36K	30.48K	260.29K
Dec 23, 2025	BOLDUC JOHN	PURCHASE	7.00	7.1K	49.7K	255.93K
Dec 23, 2025	VOLPE JOHN PAUL	SALE	6.82	1K	6.82K	0
Dec 23, 2025	ARONSON STUART D	PURCHASE	6.80	7K	47.6K	67K
Dec 22, 2025	ARONSON STUART D	PURCHASE	6.90	10K	69K	60K
Nov 14, 2025	BOLDUC JOHN	PURCHASE	6.87	7.1K	48.78K	248.83K
Nov 13, 2025	BOLDUC JOHN	PURCHASE	6.91	2.4K	16.58K	237.03K
Nov 12, 2025	VOLPE JOHN PAUL	PURCHASE	6.95	1K	6.95K	1K
Nov 12, 2025	ARONSON STUART D	PURCHASE	6.92	14K	96.88K	50K
Apr 08, 2025	BOLDUC JOHN	PURCHASE	8.94	11.1K	99.23K	234.55K
Aug 13, 2024	BOLDUC JOHN	PURCHASE	11.50	2.34K	26.89K	223.45K
Aug 12, 2024	BOLDUC JOHN	PURCHASE	11.48	6.36K	72.98K	221.11K
May 29, 2024	MNAYMNEH SAMI	SALE	12.15	1M	12.15M	3.98M
May 29, 2024	TAMER ANTHONY	SALE	12.15	1M	12.15M	3.98M
May 25, 2023	BOLDUC JOHN	PURCHASE	11.40	4.39K	49.99K	214.76K
May 24, 2023	BOLDUC JOHN	PURCHASE	11.55	4.3K	49.67K	210.37K
May 23, 2023	BOLDUC JOHN	PURCHASE	11.60	4.3K	49.88K	206.07K
May 19, 2023	BOLDUC JOHN	PURCHASE	11.60	2.5K	29K	201.77K
May 18, 2023	BOLDUC JOHN	PURCHASE	11.60	383	4.44K	202.99K
May 16, 2023	BOLDUC JOHN	PURCHASE	11.65	4.25K	49.51K	199.27K
May 11, 2023	BOLDUC JOHN	PURCHASE	11.70	200	2.34K	194.31K
Mar 17, 2023	BOLDUC JOHN	PURCHASE	12.74	2.79K	35.53K	190.77K
Mar 15, 2023	BOLDUC JOHN	PURCHASE	12.73	3.9K	49.65K	187.98K
Dec 12, 2022	BOLDUC JOHN	PURCHASE	13.00	3.85K	49.99K	184.08K
Dec 09, 2022	BOLDUC JOHN	PURCHASE	12.95	3.86K	49.99K	180.24K
Dec 08, 2022	BOLDUC JOHN	PURCHASE	12.95	3.85K	49.86K	176.38K
Dec 07, 2022	BOLDUC JOHN	PURCHASE	12.85	3.85K	49.41K	172.53K
Dec 06, 2022	BOLDUC JOHN	PURCHASE	13.00	3.85K	49.99K	168.68K
Dec 05, 2022	BOLDUC JOHN	PURCHASE	13.00	3.85K	49.99K	164.84K
Nov 18, 2022	BOLDUC JOHN	PURCHASE	13.00	3.85K	49.99K	3.85K
Nov 16, 2022	BOLDUC JOHN	PURCHASE	12.93	178	2.3K	159.03K
Mar 18, 2020	COLLAZOS MARCO A.	PURCHASE	6.10	10K	61K	10K
Mar 18, 2020	ARONSON STUART D	PURCHASE	6.30	4K	25.2K	36K
Mar 16, 2020	ARONSON STUART D	PURCHASE	9.25	4K	37K	28K
Mar 16, 2020	THOMAS JOYSON	PURCHASE	6.35	8.5K	53.98K	8.5K
Mar 12, 2020	BOLDUC JOHN	PURCHASE	11.33	46.43K	526K	158.85K
Mar 12, 2020	ARONSON STUART D	PURCHASE	10.90	2K	21.8K	24K
Mar 09, 2020	BOLDUC JOHN	PURCHASE	12.49	40K	499.6K	112.43K
Mar 09, 2020	ARONSON STUART D	PURCHASE	12.75	2K	25.5K	20K
Mar 06, 2020	BOLDUC JOHN	PURCHASE	13.25	37.6K	498.2K	72.43K
Mar 04, 2020	FRIER RICK PATRICK	PURCHASE	13.88	3.7K	51.36K	3.7K
Mar 04, 2020	SMITH G STACY	PURCHASE	13.85	3.7K	51.25K	3.7K
Dec 20, 2019	TAMER ANTHONY	SALE	13.40	500K	6.7M	4.86M
Dec 20, 2019	MNAYMNEH SAMI	SALE	13.40	500K	6.7M	4.86M
Dec 13, 2019	TAMER ANTHONY	SALE	13.83	337.5K	4.67M	5.36M
Dec 13, 2019	MNAYMNEH SAMI	SALE	13.83	337.5K	4.67M	5.36M
Dec 05, 2019	MNAYMNEH SAMI	SALE	13.83	2.25M	31.12M	5.7M
Dec 05, 2019	TAMER ANTHONY	SALE	13.83	2.25M	31.12M	5.7M
Jun 27, 2019	MNAYMNEH SAMI	SALE	14.00	229.33K	3.21M	7.95M
Jun 27, 2019	TAMER ANTHONY	SALE	14.00	229.33K	3.21M	7.95M
Jun 17, 2019	BURKE KEVIN FRANCIS	PURCHASE	14.00	3K	42K	7.53K
Jun 14, 2019	MNAYMNEH SAMI	SALE	14.00	2.35M	32.9M	8.18M
Jun 14, 2019	TAMER ANTHONY	SALE	14.00	2.35M	32.9M	8.18M
Nov 29, 2018	ARONSON STUART D	PURCHASE	13.00	2K	26K	18K
Nov 29, 2018	BURKE KEVIN FRANCIS	PURCHASE	12.94	2K	25.88K	4.53K
Nov 27, 2018	ARONSON STUART D	PURCHASE	13.14	2K	26.28K	16K
Nov 14, 2018	BURKE KEVIN FRANCIS	PURCHASE	13.62	2K	27.24K	2.53K
Nov 13, 2018	BURKE KEVIN FRANCIS	PURCHASE	13.50	530	7.16K	530
Aug 29, 2018	TAMER ANTHONY	SALE	13.88	972.62K	13.5M	10.53M
Aug 29, 2018	MNAYMNEH SAMI	SALE	13.88	972.62K	13.5M	10.53M
Aug 14, 2018	SMITH G STACY	SALE	14.19	9K	127.69K	0
Aug 13, 2018	SMITH G STACY	SALE	14.47	3K	43.42K	9K
Jun 08, 2018	SMITH G STACY	SALE	14.98	7.21K	108.01K	12K
Jun 07, 2018	SMITH G STACY	SALE	14.88	10.79K	160.56K	19.21K
Apr 02, 2018	BOLDUC JOHN	PURCHASE	12.50	7.2K	90.01K	34.83K
Mar 15, 2018	ARONSON STUART D	PURCHASE	12.85	1.8K	23.13K	14K
Mar 14, 2018	ARONSON STUART D	PURCHASE	12.85	200	2.57K	12.2K
Mar 07, 2018	ARONSON STUART D	PURCHASE	12.58	2K	25.16K	12K
Nov 08, 2016	BOLDUC JOHN	PURCHASE	10.88	2.45K	26.66K	27.63K
Nov 07, 2016	BOLDUC JOHN	PURCHASE	10.74	730	7.84K	25.18K
May 16, 2016	BOLDUC JOHN	PURCHASE	10.50	418	4.39K	181.59K
May 13, 2016	BOLDUC JOHN	PURCHASE	10.45	6.8K	71.06K	181.18K
May 12, 2016	BOLDUC JOHN	PURCHASE	10.49	9.87K	103.49K	174.38K
May 11, 2016	BOLDUC JOHN	PURCHASE	10.35	2.26K	23.43K	164.51K
May 10, 2016	BOLDUC JOHN	PURCHASE	10.20	5.1K	52.02K	162.25K
Mar 09, 2016	SMITH G STACY	PURCHASE	10.02	4K	40.08K	30K
Mar 07, 2016	LOMBARD GERHARD	PURCHASE	9.92	1.3K	12.9K	5.45K
Mar 07, 2016	SMITH G STACY	PURCHASE	9.98	4K	39.92K	26K
Nov 25, 2015	MNAYMNEH SAMI	PURCHASE	13.55	17.72K	240.11K	195.34K
Nov 25, 2015	TAMER ANTHONY	PURCHASE	13.55	3.08M	41.79M	11.5M
Nov 25, 2015	CARVELL JAMES DEMUS III	PURCHASE	13.55	1.97K	26.67K	13.49K
Nov 24, 2015	MNAYMNEH SAMI	PURCHASE	13.55	167.34K	2.27M	8.42M
Nov 24, 2015	CARVELL JAMES DEMUS III	PURCHASE	13.55	479	6.49K	11.52K
Nov 24, 2015	TAMER ANTHONY	PURCHASE	13.55	18.7K	253.37K	184.04K
Nov 24, 2015	BOLDUC JOHN	PURCHASE	13.55	28.51K	386.34K	157.15K
Nov 16, 2015	SMITH G STACY	PURCHASE	12.38	1.4K	17.33K	22K
Nov 13, 2015	SMITH G STACY	PURCHASE	12.34	5.6K	69.1K	20.6K
Nov 12, 2015	SMITH G STACY	PURCHASE	12.28	4.14K	50.8K	15K
Nov 11, 2015	SMITH G STACY	PURCHASE	12.15	5.14K	62.48K	10.86K
Nov 10, 2015	SMITH G STACY	PURCHASE	12.04	5.72K	68.88K	5.72K
Oct 16, 2015	MNAYMNEH SAMI	PURCHASE	13.55	16K	216.8K	8.25M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE111.6K21

SALES00

NET SHARES111.6K21

SHARES HELD4.26M21

% NET SHARES-97.38%0%

Frequently Asked Questions