CMU

Institutional Ownership

Top 70 Institutional Holders
HolderSharesDateChange% Held
RIVERNORTH CAPITAL MANAGEMENT, LLC--Jun 30, 26-2.96M--
HARBOUR INVESTMENTS, INC.--Jun 30, 26-2.02K--
GUGGENHEIM CAPITAL LLC--Jun 30, 26-315.60K--
BANK OF AMERICA CORP /DE/--Jun 30, 26-405.97K--
Fisher Asset Management, LLC--Jun 30, 26-16.85K--
ADVISOR GROUP HOLDINGS, INC.--Jun 30, 26-46.11K--
Cambridge Investment Research Advisors, Inc.--Jun 30, 26-26.14K--
HighTower Advisors, LLC--Jun 30, 26-17.36K--
Larson Financial Group LLC--Jun 30, 26-825--
MELFA WEALTH MANAGEMENT, LLC--Jun 30, 26-124.24K--
RAYMOND JAMES FINANCIAL INC--Jun 30, 26-43.99K--
CITADEL ADVISORS LLC--Jun 30, 26-27.37K--
COHEN & STEERS, INC.--Jun 30, 26-15.00K--
Bulldog Investors, LLP--Jun 30, 26-3.53M--
Independence Bank of Kentucky--Jun 30, 26-2.00K--
LPL Financial LLC--Jun 30, 26-60.31K--
SPIREPOINT PRIVATE CLIENT, LLC--Jun 30, 26-16.25K--
Rockefeller Capital Management L.P.--Jun 30, 26-20.00K--
Mascoma Wealth Management LLC--Jun 30, 26-844--
Matisse Capital--Jun 30, 26-98.71K--
Kestra Advisory Services, LLC--Jun 30, 26-12.76K--
MORGAN STANLEY--Jun 30, 26-710.70K--
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD--Jun 30, 26-676.12K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-11.85K--
Integrated Wealth Concepts LLC--Jun 30, 26-11.70K--
WealthTrust Asset Management, LLC--Jun 30, 26-14.23K--
Mesirow Financial Investment Management, Inc.--Jun 30, 26-11.84K--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC--Jun 30, 26-12.92K--
Closed-End Fund Advisors, Inc.--Jun 30, 26-13.09K--
Equitable Holdings, Inc.--Jun 30, 26-33.34K--
WELLS FARGO & COMPANY/MN--Jun 30, 26-9.61K--
MERCER GLOBAL ADVISORS INC /ADV--Jun 30, 26-18.54K--
Bank of New York Mellon Corp--Jun 30, 26-354.38K--
Lido Advisors, LLC--Jun 30, 26-146.37K--
Cetera Investment Advisers--Jun 30, 26-30.25K--
ROTHSCHILD INVESTMENT LLC--Jun 30, 26-1.54K--
EVOLVE PRIVATE WEALTH, LLC--Jun 30, 26-91.33K--
HIGHLINE WEALTH PARTNERS LLC--Jun 30, 26-1.00K--
Allspring Global Investments Holdings, LLC--Jun 30, 26-377.11K--
Almitas Capital LLC--Jun 30, 26-1.50M--
ICON ADVISERS INC/CO--Jun 30, 26-731.73K--
UBS Group AG--Jun 30, 26-129.61K--
Pathstone Holdings, LLC--Jun 30, 26-30.93K--
Novak & Powell Financial Services, Inc.--Jun 30, 26-30.79K--
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC--Jun 30, 26-20.92K--
Atria Wealth Solutions, Inc.21.73KJun 30, 25+2.75K0.09%
Raymond James Financial Services Advisors, Inc.27.37KSep 30, 24--0.11%
RAYMOND JAMES TRUST N.A.19.76KSep 30, 24--0.08%
RAYMOND JAMES & ASSOCIATES--Sep 30, 24-11.41K--
Cetera Advisor Networks LLC12.30KMar 31, 24+8890.05%
Claybrook Capital, LLC382.58KSep 30, 23--1.50%
PATHSTONE FAMILY OFFICE, LLC11.88KSep 30, 23+11.88K0.05%
Veritable, L.P.11.20KJun 30, 23+11.20K0.04%
Ahrens Investment Partners LLC570Mar 31, 23+5700.00%
NEXT Financial Group, Inc4.43KDec 31, 21-5.58K0.02%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV12.70KSep 30, 21+12.70K0.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.162.37KDec 31, 19-29.86K0.64%
Advisor Group, Inc.7.10KDec 31, 19--0.03%
BB&T SECURITIES, LLC10.60KSep 30, 19--0.04%
NATIONAL PLANNING CORP--Dec 31, 17-34.06K--
Commonwealth Equity Services, Inc45.22KJun 30, 17-7.44K0.18%
Virtu KCG Holdings LLC40.45KJun 30, 17+40.45K0.16%
MSI Financial Services Inc12.00KDec 31, 16--0.05%
VSR Financial Services, Inc.21.88KJun 30, 16+2780.09%
Pinnacle Summer Investments, Inc.3.70KDec 31, 15--0.01%
VALLEY NATIONAL BANCORP1.00KDec 31, 14--0.00%
NEW ENGLAND SECURITIES CORP /MA/425Dec 31, 14--0.00%
UBS AG57.33KSep 30, 14+4.66K0.22%
KNIGHT CAPITAL GROUP LLC44.09KJun 30, 13+44.09K0.17%
First Allied Securities, Inc.20.20KJun 30, 12--0.08%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.