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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 |
|---|---|---|---|---|
| Saba Capital Management, L.P. | 1.60M | Jun 30, 26 | -- | 11.74% |
| SIT INVESTMENT ASSOCIATES INC | 936.65K | Jun 30, 26 | +3.60K | 6.85% |
| WELLS FARGO & COMPANY/MN | 931.85K | Jun 30, 26 | -15.79K | 6.82% |
| Advisors Asset Management, Inc. | 402.88K | Jun 30, 26 | -2.47K | 2.95% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 239.14K | Jun 30, 26 | +30.94K | 1.75% |
| Bulldog Investors, LLP | 228.13K | Jun 30, 26 | -479 | 1.67% |
| Pathstone Holdings, LLC | 209.39K | Jun 30, 26 | -37.76K | 1.53% |
| GUGGENHEIM CAPITAL LLC | 193.78K | Jun 30, 26 | +27.26K | 1.42% |
| Invesco Ltd. | 191.60K | Jun 30, 26 | -41.53K | 1.40% |
| MORGAN STANLEY | 142.80K | Jun 30, 26 | -1.54K | 1.04% |
| Baird Financial Group, Inc. | 133.44K | Jun 30, 26 | -1.71K | 0.98% |
| AMERIPRISE FINANCIAL INC | 104.10K | Jun 30, 26 | +2.06K | 0.76% |
| VIMA LLC | 88.23K | Jun 30, 26 | +88.23K | 0.65% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 81.49K | Jun 30, 26 | -- | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 81.33K | Jun 30, 26 | -- | 0.59% |
| WOLVERINE ASSET MANAGEMENT LLC | 76.78K | Jun 30, 26 | +72.92K | 0.56% |
| UHLMANN PRICE SECURITIES, LLC | 73.89K | Jun 30, 26 | +5.17K | 0.54% |
| EVOLVE PRIVATE WEALTH, LLC | 66.20K | Jun 30, 26 | -2.57K | 0.48% |
| ROYAL BANK OF CANADA | 54.66K | Jun 30, 26 | -654 | 0.40% |
| Institute for Wealth Management, LLC. | 52.29K | Jun 30, 26 | -467 | 0.38% |
| NewEdge Advisors, LLC | 49.98K | Jun 30, 26 | -14.67K | 0.37% |
| Shaker Financial Services, LLC | 45.70K | Jun 30, 26 | +22.27K | 0.33% |
| Waverly Advisors, LLC | 38.92K | Jun 30, 26 | -3.58K | 0.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37.51K | Jun 30, 26 | -2.09K | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 32.59K | Jun 30, 26 | -- | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 32.33K | Jun 30, 26 | +22.25K | 0.24% |
| Colony Group, LLC | 32.01K | Jun 30, 26 | -- | 0.23% |
| Aviance Capital Partners, LLC | 30.91K | Jun 30, 26 | +151 | 0.23% |
| Private Advisor Group, LLC | 27.03K | Jun 30, 26 | +14 | 0.20% |
| K2 PRINCIPAL FUND, L.P. | 24.62K | Jun 30, 26 | -- | 0.18% |
| LPL Financial LLC | 23.55K | Jun 30, 26 | +111 | 0.17% |
| UBS Group AG | 20.18K | Jun 30, 26 | +8.09K | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 19.83K | Jun 30, 26 | +1.37K | 0.15% |
| Ruggaard & Associates LLC | 18.77K | Jun 30, 26 | -- | 0.14% |
| PMG Family Office LLC | 18.53K | Jun 30, 26 | +170 | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 18.24K | Jun 30, 26 | -3.96K | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 17.44K | Jun 30, 26 | -32 | 0.13% |
| CEERA INVESTMENTS, LLC | 13.72K | Jun 30, 26 | +13.72K | 0.10% |
| Beckerman Institutional, LLC | 12.79K | Jun 30, 26 | -- | 0.09% |
| Old Port Advisors | 11.97K | Jun 30, 26 | -449 | 0.09% |
| READYSTATE ASSET MANAGEMENT LP | 11.65K | Jun 30, 26 | +11.65K | 0.09% |
| MERIDIAN INVESTMENT COUNSEL INC. | 11.10K | Jun 30, 26 | -- | 0.08% |
| IFG Advisory, LLC | 4.05K | Jun 30, 26 | +4.05K | 0.03% |
| GILPIN WEALTH MANAGEMENT, LLC | 4.00K | Jun 30, 26 | -- | 0.03% |
| Global Retirement Partners, LLC | 2.12K | Jun 30, 26 | +2.12K | 0.02% |
| Clear Street Group Inc. | 1.83K | Jun 30, 26 | +1.83K | 0.01% |
| Cape Investment Advisory, Inc. | 1.77K | Jun 30, 26 | +1.77K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.30K | Jun 30, 26 | +1.30K | 0.01% |
| Integrated Wealth Concepts LLC | 1.22K | Jun 30, 26 | +1.22K | 0.01% |
| Basepoint Wealth LLC | 1.10K | Jun 30, 26 | +15 | 0.01% |
| AdvisorNet Financial, Inc | 555 | Jun 30, 26 | -2.49K | 0.00% |
| Parallel Advisors, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -352 | -- |
| HIGHLINE WEALTH PARTNERS LLC | -- | Jun 30, 26 | -250 | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -455 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -2.00K | -- |
| Sunbelt Securities, Inc. | 2.00K | Mar 31, 26 | -- | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -382 | -- |
| COMERICA BANK | -- | Dec 31, 25 | -67 | -- |
| Raymond James Financial Services Advisors, Inc. | 67.81K | Sep 30, 24 | +1.69K | 0.50% |
| 9258 Wealth Management, LLC | 42.72K | Sep 30, 24 | -1.27K | 0.31% |
| RAYMOND JAMES & ASSOCIATES | 25.46K | Sep 30, 24 | -1.75K | 0.19% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -32.01K | -- |
| ADVISOR PARTNERS II, LLC | 40.86K | Sep 30, 23 | +40.86K | 0.30% |
| Baldrige Asset Management LLC | 949 | Mar 31, 23 | -- | 0.01% |
| Claraphi Advisory Network, LLC | 31.10K | Dec 31, 22 | +13.49K | 0.23% |
| FourThought Financial, LLC | 97.74K | Sep 30, 22 | +8.87K | 0.71% |
| Hightower 6M Holding, LLC | -- | Sep 30, 22 | -18.40K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 153.36K | Mar 31, 22 | +153.36K | 1.12% |
| 6 Meridian | 19.84K | Dec 31, 21 | +19.84K | 0.15% |
| NEXT Financial Group, Inc | 294 | Dec 31, 21 | +294 | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 59.40K | Sep 30, 21 | +28.57K | 0.43% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.00K | Dec 31, 19 | -- | 0.01% |
| Advisor Group, Inc. | 1.38K | Dec 31, 19 | +49 | 0.01% |
| NORTHERN CAPITAL MANAGEMENT LLC | 12.55K | Dec 31, 18 | +12.55K | 0.09% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -22.05K | -- |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -13.08K | -- |
| MSI Financial Services Inc | 146.23K | Dec 31, 16 | +3.48K | 1.07% |
| Investors Capital Advisory Services | 19.56K | Jun 30, 16 | -- | 0.14% |
| Relative Value Partners, LLC | 262.62K | Mar 31, 15 | -8.05K | 1.92% |
| UBS AG | 696.92K | Sep 30, 14 | +2.40K | 5.10% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 258.56K | Jun 30, 10 | +46.39K | 1.89% |
| Full Value Advisors, LLC | 216.35K | Sep 30, 09 | -6.40K | 1.58% |
