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Ownership — EEA
Institutional Holdings
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Value
Change
Filing Date
1607 Capital Partners, LLC
1.30M
$14.0M
-117.0K
2026-06-30
Allspring Global Investments Holdings, LLC
674.5K
$7.0M
-24.3K
2026-06-30
Shaker Financial Services, LLC
500.8K
$5.0M
-7.5K
2026-06-30
Uncommon Cents Investing LLC
311.4K
$3.0M
-500
2026-06-30
Atlas Wealth LLC
266.6K
$2.0M
--
2026-06-30
Matisse Capital
188.1K
$2.0M
--
2026-06-30
WOLVERINE ASSET MANAGEMENT LLC
113.8K
$1.0M
+41.8K
2026-06-30
MORGAN STANLEY
61.8K
--
-3.8K
2026-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
44.9K
--
+9.4K
2026-06-30
CSS LLC/IL
33.1K
--
--
2026-06-30
CITADEL ADVISORS LLC
27.4K
--
+9.3K
2026-06-30
Ancora Advisors LLC
20.3K
--
--
2026-06-30
Logan Stone Capital, LLC
15.9K
--
+438
2026-06-30
Calamos Advisors LLC
15.2K
--
--
2026-06-30
LPL Financial LLC
12.8K
--
-2.9K
2026-06-30
XTX Topco Ltd
12.7K
--
--
2026-06-30
SPIREPOINT PRIVATE CLIENT, LLC
11.0K
--
--
2026-06-30
WELLS FARGO & COMPANY/MN
3.5K
--
+3.0K
2026-06-30
OSAIC HOLDINGS, INC.
2.8K
--
--
2026-06-30
Nalls Sherbakoff Group, LLC
2.0K
--
--
2026-06-30
JONES FINANCIAL COMPANIES LLLP
1.0K
--
--
2026-06-30
Thomas J. Herzfeld Advisors, Inc.
993
--
+221
2026-06-30
UBS Group AG
161
--
-936
2026-06-30
Phillip James Consulting Co.
122
--
--
2026-06-30
PNC Financial Services Group, Inc.
48
--
--
2026-06-30
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