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Business Summary
Filings
Ownership
Valuation
Ownership — CET
Institutional Holdings
Insider Transactions
Institution
Shares
Value
Change
Filing Date
Atlas Wealth LLC
615.6K
$32.0M
--
2026-06-30
Bulldog Investors, LLP
447.3K
$23.0M
+50.8K
2026-06-30
Rockefeller Capital Management L.P.
390.3K
$20.0M
-267.9K
2026-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
385.1K
$20.0M
+35.1K
2026-06-30
RAYMOND JAMES FINANCIAL INC
300.4K
$15.0M
+301
2026-06-30
MORGAN STANLEY
198.7K
$10.0M
-4.2K
2026-06-30
1607 Capital Partners, LLC
188.4K
$9.0M
--
2026-06-30
CHILTON INVESTMENT CO INC.
117.2K
$6.0M
+10.0K
2026-06-30
THIRD AVENUE MANAGEMENT LLC
101.8K
$5.0M
--
2026-06-30
Pathstone Holdings, LLC
94.4K
$4.0M
+2.7K
2026-06-30
Matisse Capital
65.0K
$3.0M
--
2026-06-30
FIRST TRUST ADVISORS LP
59.2K
$3.0M
+1.6K
2026-06-30
Colonial Trust Advisors
50.7K
$2.0M
+203
2026-06-30
UBS Group AG
50.2K
$2.0M
-1.4K
2026-06-30
EVOLVE PRIVATE WEALTH, LLC
46.8K
$2.0M
-2.8K
2026-06-30
COHEN & STEERS, INC.
44.0K
$2.0M
--
2026-06-30
CSS LLC/IL
40.6K
$2.0M
-2.0K
2026-06-30
Cetera Investment Advisers
38.2K
$2.0M
-5.4K
2026-06-30
LPL Financial LLC
36.0K
$1.0M
+3.3K
2026-06-30
ROBERTS GLORE & CO INC /IL/
34.7K
$1.0M
-224
2026-06-30
Steward Partners Investment Advisory, LLC
32.5K
$1.0M
+3.1K
2026-06-30
Capital Investment Advisors, LLC
30.9K
$1.0M
--
2026-06-30
CALDWELL SUTTER CAPITAL, INC.
28.1K
$1.0M
+3.9K
2026-06-30
Uncommon Cents Investing LLC
27.9K
$1.0M
-815
2026-06-30
HighTower Advisors, LLC
27.2K
$1.0M
-1.9K
2026-06-30
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