NCV — Institutional owners (13F)

62 filers · $103.2M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $21,112,613 1,200,261 20.46% Shares
Congress Park Capital LLC $14,301,359 813,039 13.86% Shares
Advisors Asset Management, Inc. $10,591,501 699,109 10.27% Shares
GUGGENHEIM CAPITAL LLC $9,105,516 517,653 8.83% Shares
LPL Financial LLC $6,824,838 387,995 6.61% Shares
Saba Capital Management, L.P. $5,918,718 336,482 5.74% Shares
ENVESTNET ASSET MANAGEMENT INC $5,365,365 305,024 5.20% Shares
AMERIPRISE FINANCIAL INC $4,595,663 261,266 4.45% Shares
BANK OF AMERICA CORP /DE/ $4,558,693 259,164 4.42% Shares
Thomas J. Herzfeld Advisors, Inc. $3,270,139 185,909 3.17% Shares
Summit Financial, LLC $2,113,564 120,157 2.05% Shares
OSAIC HOLDINGS, INC. $1,876,355 106,675 1.82% Shares
NewEdge Advisors, LLC $1,495,855 85,040 1.45% Shares
CoreCap Advisors, LLC $1,278,353 72,675 1.24% Shares
Invesco Ltd. $1,151,353 65,455 1.12% Shares
Wealth Care LLC $1,096,555 62,340 1.06% Shares
Kestra Advisory Services, LLC $886,438 50,394 0.86% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $732,852 41,663 0.71% Shares
CHOREO, LLC $589,634 33,521 0.57% Shares
ROYAL BANK OF CANADA $589,000 33,460 0.57% Shares
Lido Advisors, LLC $558,113 31,729 0.54% Shares
Cetera Investment Advisers $542,437 30,837 0.53% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $538,184 30,596 0.52% Shares
&PARTNERS $481,034 27,347 0.47% Shares
UBS Group AG $457,587 26,014 0.44% Shares
Merit Financial Group, LLC $393,365 22,363 0.38% Shares
Mariner, LLC $346,505 19,699 0.34% Shares
RAYMOND JAMES FINANCIAL INC $307,290 17,470 0.30% Shares
Good Life Advisors, LLC $277,822 19,565 0.27% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $251,560 14,301 0.24% Shares
Everstar Asset Management, LLC $242,475 14,025 0.24% Shares
E&G Advisors, LLC $206,665 11,749 0.20% Shares
Alteri Wealth LLC $200,174 11,380 0.19% Shares
Shaker Financial Services, LLC $188,425 10,712 0.18% Shares
Global Retirement Partners, LLC $149,779 8,515 0.15% Shares
WELLS FARGO & COMPANY/MN $107,836 6,131 0.10% Shares
CWM, LLC $69,431 4,666 0.07% Shares
Clear Street Group Inc. $56,095 3,189 0.05% Shares
FIFTH THIRD BANCORP $53,987 3,069 0.05% Shares
Pinnacle Wealth Planning Services, Inc. $42,867 2,437 0.04% Shares
TRUST CO OF VERMONT $28,689 1,631 0.03% Shares
Institute for Wealth Management, LLC. $26,896 1,529 0.03% Shares
PNC Financial Services Group, Inc. $26,385 1,500 0.03% Shares
HARBOUR INVESTMENTS, INC. $23,219 1,320 0.02% Shares
COMERICA BANK $19,639 1,297 0.02% Shares
WPG Advisers, LLC $18,874 1,073 0.02% Shares
Rockefeller Capital Management L.P. $18,250 1,037 0.02% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $14,742 840 0.01% Shares
Financial Gravity Companies, Inc. $13,949 793 0.01% Shares
PEOPLES FINANCIAL SERVICES CORP. $12,436 707 0.01% Shares
Financial Gravity Wealth, Inc. $11,800 793 0.01% Shares
GHP Investment Advisors, Inc. $11,160 750 0.01% Shares
Penserra Capital Management LLC $6,923 393,601 0.01% Shares
Allworth Financial LP $6,544 372 0.01% Shares
ASSETMARK, INC $5,400 307 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $3,078 175 0.00% Shares
PARK AVENUE SECURITIES LLC $1,447 82,281 0.00% Shares
Farther Finance Advisors, LLC $1,196 68 0.00% Shares
Thrivent Financial for Lutherans $695 39,548 0.00% Shares
Cambridge Investment Research Advisors, Inc. $487 27,663 0.00% Shares
WHITTIER TRUST CO OF NEVADA INC $69 4 0.00% Shares
HUNTINGTON NATIONAL BANK $9 1 0.00% Shares