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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Karpus Management, Inc. | 4.55M | Jun 30, 26 | +328.18K | 7.14% |
| Shaker Financial Services, LLC | 1.53M | Jun 30, 26 | -306.16K | 2.40% |
| 1607 Capital Partners, LLC | 1.34M | Jun 30, 26 | -146.51K | 2.10% |
| LPL Financial LLC | 880.53K | Jun 30, 26 | -17.19K | 1.38% |
| WOLVERINE ASSET MANAGEMENT LLC | 619.68K | Jun 30, 26 | +78.09K | 0.97% |
| RPO LLC | 571.84K | Jun 30, 26 | +200.19K | 0.90% |
| Almitas Capital LLC | 466.56K | Jun 30, 26 | +328.57K | 0.73% |
| Saba Capital Management, L.P. | 443.20K | Jun 30, 26 | +443.20K | 0.70% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 433.58K | Jun 30, 26 | +103.64K | 0.68% |
| WELLS FARGO & COMPANY/MN | 322.62K | Jun 30, 26 | -8.89K | 0.51% |
| BOOTHBAY FUND MANAGEMENT, LLC | 285.92K | Jun 30, 26 | +100.09K | 0.45% |
| PMG Family Office LLC | 197.85K | Jun 30, 26 | +166 | 0.31% |
| Calamos Advisors LLC | 184.61K | Jun 30, 26 | -44.10K | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 162.45K | Jun 30, 26 | -- | 0.25% |
| Integrated Wealth Concepts LLC | 143.38K | Jun 30, 26 | -428 | 0.23% |
| MORGAN STANLEY | 138.80K | Jun 30, 26 | +9.58K | 0.22% |
| Logan Stone Capital, LLC | 137.93K | Jun 30, 26 | +137.93K | 0.22% |
| Advisors Asset Management, Inc. | 132.38K | Jun 30, 26 | -430 | 0.21% |
| XTX Topco Ltd | 124.01K | Jun 30, 26 | +63.81K | 0.19% |
| EP Wealth Advisors, LLC | 120.74K | Jun 30, 26 | +120.74K | 0.19% |
| AMERIPRISE FINANCIAL INC | 113.21K | Jun 30, 26 | +2.33K | 0.18% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 112.32K | Jun 30, 26 | -57.25K | 0.18% |
| Bulldog Investors, LLP | 104.41K | Jun 30, 26 | +104.41K | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 90.37K | Jun 30, 26 | +36.65K | 0.14% |
| Dakota Wealth Management | 88.46K | Jun 30, 26 | +1.23K | 0.14% |
| Invesco Ltd. | 79.81K | Jun 30, 26 | +4.98K | 0.13% |
| WEDBUSH SECURITIES INC | 74.59K | Jun 30, 26 | +2.38K | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 71.30K | Jun 30, 26 | +6.13K | 0.11% |
| Quarry LP | 68.16K | Jun 30, 26 | -14.11K | 0.11% |
| Advisory Advocates, LLC | 68.16K | Jun 30, 26 | +1.00K | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 63.31K | Jun 30, 26 | -2.89K | 0.10% |
| Quantedge Capital Pte Ltd | 62.60K | Jun 30, 26 | +62.60K | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 55.87K | Jun 30, 26 | +1.54K | 0.09% |
| READYSTATE ASSET MANAGEMENT LP | 52.83K | Jun 30, 26 | +52.83K | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 52.77K | Jun 30, 26 | -2.81K | 0.08% |
| GUGGENHEIM CAPITAL LLC | 51.78K | Jun 30, 26 | -7.15K | 0.08% |
| Smith Asset Management Co., LLC | 40.23K | Jun 30, 26 | -1.15K | 0.06% |
| JANE STREET GROUP, LLC | 38.30K | Jun 30, 26 | +38.30K | 0.06% |
| BANK OF AMERICA CORP /DE/ | 30.27K | Jun 30, 26 | +185 | 0.05% |
| HighTower Advisors, LLC | 29.57K | Jun 30, 26 | +12.56K | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 29.27K | Jun 30, 26 | +1.85K | 0.05% |
| BURKE & HERBERT BANK & TRUST CO | 28.16K | Jun 30, 26 | -- | 0.04% |
| CITADEL ADVISORS LLC | 26.46K | Jun 30, 26 | +26.46K | 0.04% |
| OPPENHEIMER & CO INC | 24.02K | Jun 30, 26 | +499 | 0.04% |
| UBS Group AG | 22.11K | Jun 30, 26 | -33.34K | 0.03% |
| Baird Financial Group, Inc. | 21.99K | Jun 30, 26 | -- | 0.03% |
| NOMURA HOLDINGS INC | 20.00K | Jun 30, 26 | +20.00K | 0.03% |
| US BANCORP \DE\ | 19.11K | Jun 30, 26 | +398 | 0.03% |
| IHT Wealth Management, LLC | 18.57K | Jun 30, 26 | +382 | 0.03% |
| Atlantic Union Bankshares Corp | 17.63K | Jun 30, 26 | -- | 0.03% |
| DECISION INVESTMENTS, INC | 17.18K | Jun 30, 26 | -- | 0.03% |
| Steward Partners Investment Advisory, LLC | 15.71K | Jun 30, 26 | +327 | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 13.79K | Jun 30, 26 | -59 | 0.02% |
| RMR Wealth Builders | 12.01K | Jun 30, 26 | +12.01K | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.91K | Jun 30, 26 | -1.99K | 0.02% |
| Kovack Advisors, Inc. | 11.22K | Jun 30, 26 | +11.22K | 0.02% |
| LVZ, Inc. | 10.70K | Jun 30, 26 | -12.57K | 0.02% |
| NWF Advisory Services Inc. | 10.10K | Jun 30, 26 | +10.10K | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 10.06K | Jun 30, 26 | +10.06K | 0.02% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 10.06K | Jun 30, 26 | -- | 0.02% |
| Financial Perspectives, Inc | 8.95K | Jun 30, 26 | -- | 0.01% |
| United Financial Planning Group LLC | 6.94K | Jun 30, 26 | +6.94K | 0.01% |
| Farther Finance Advisors, LLC | 4.90K | Jun 30, 26 | -7.54K | 0.01% |
| Colonial Trust Co / SC | 4.50K | Jun 30, 26 | -- | 0.01% |
| Community Financial Services Group, LLC | 4.17K | Jun 30, 26 | -- | 0.01% |
| ROYAL BANK OF CANADA | 4.10K | Jun 30, 26 | -337 | 0.01% |
| Allworth Financial LP | 2.97K | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 2.69K | Jun 30, 26 | +32 | 0.00% |
| NewEdge Advisors, LLC | 2.05K | Jun 30, 26 | +42 | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 1.92K | Jun 30, 26 | -- | 0.00% |
| Thomas J. Herzfeld Advisors, Inc. | 1.15K | Jun 30, 26 | +24 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 750 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 415 | Jun 30, 26 | -- | 0.00% |
| Hughes Financial Services, LLC | 117 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 107 | Jun 30, 26 | +107 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 81 | Jun 30, 26 | +1 | 0.00% |
| Global Retirement Partners, LLC | 69 | Jun 30, 26 | +69 | 0.00% |
| JPMORGAN CHASE & CO | 6 | Jun 30, 26 | +6 | 0.00% |
| Physician Wealth Advisors, Inc. | 3 | Jun 30, 26 | -- | 0.00% |
| Simplicity Wealth,LLC | -- | Jun 30, 26 | -39.00K | -- |
| SILVER OAK SECURITIES, INCORPORATED | -- | Jun 30, 26 | -27.46K | -- |
| Quantum Private Wealth, LLC | -- | Jun 30, 26 | -13.00K | -- |
| TrueMark Investments, LLC | -- | Jun 30, 26 | -14.29K | -- |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -148.70K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -11.03K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -11.44K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -12.46K | -- |
| Wealthcare Advisory Partners LLC | -- | Jun 30, 26 | -13.74K | -- |
| CWM, LLC | 12 | Mar 31, 26 | +12 | 0.00% |
| Atria Wealth Solutions, Inc. | 46.33K | Jun 30, 25 | -1.28K | 0.07% |
| Sheaff Brock Investment Advisors, LLC | 19.55K | Mar 31, 25 | -- | 0.03% |
| Sandy Spring Bank | 17.63K | Mar 31, 25 | -- | 0.03% |
| LifePro Asset Management | 39.00K | Sep 30, 24 | -- | 0.06% |
| Raymond James Financial Services Advisors, Inc. | 31.91K | Sep 30, 24 | +215 | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 15.90K | Sep 30, 24 | -584 | 0.02% |
| RAYMOND JAMES TRUST N.A. | 15.78K | Sep 30, 24 | -- | 0.02% |
| FinTrust Capital Advisors, LLC | 1.03K | Sep 30, 24 | +1.03K | 0.00% |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -168.79K | -- |
| Claraphi Advisory Network, LLC | 98.43K | Dec 31, 22 | -29.95K | 0.15% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 570 | Dec 31, 22 | -- | 0.00% |
| American Portfolios Advisors | 39 | Sep 30, 22 | -- | 0.00% |
| Titus Wealth Management | 80.23K | Jun 30, 22 | -4.12K | 0.13% |
| B. Riley Wealth Management, Inc. | 73.28K | Jun 30, 22 | -- | 0.12% |
| NEXT Financial Group, Inc | 11.78K | Dec 31, 21 | +11.78K | 0.02% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 51.10K | Sep 30, 21 | +14.10K | 0.08% |
| Stratford Consulting, LLC | 13.87K | Mar 31, 20 | -- | 0.02% |
| Advisor Group, Inc. | 22.38K | Dec 31, 19 | -- | 0.04% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | -- | Dec 31, 19 | -14.03K | -- |
| BB&T SECURITIES, LLC | 44.72K | Sep 30, 19 | +4.87K | 0.07% |
| Concert Wealth Management Inc. | -- | Sep 30, 17 | -10.47K | -- |
| Virtu KCG Holdings LLC | 16.27K | Jun 30, 17 | +3.25K | 0.03% |
| MSI Financial Services Inc | 1.70K | Dec 31, 16 | +1.70K | 0.00% |
| UBS AG | 61.27K | Sep 30, 14 | -4.22K | 0.10% |
| First Allied Securities, Inc. | 1.00K | Jun 30, 12 | -- | 0.00% |
| Full Value Advisors, LLC | 31.10K | Sep 30, 09 | +31.10K | 0.05% |