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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. | 909.62K | Jun 30, 26 | +391.12K | 7.52% |
| Bulldog Investors, LLP | 550.97K | Jun 30, 26 | -7.32K | 4.56% |
| BANK OF AMERICA CORP /DE/ | 306.65K | Jun 30, 26 | +2.13K | 2.54% |
| Pathstone Holdings, LLC | 232.24K | Jun 30, 26 | -289.80K | 1.92% |
| COMMONWEALTH EQUITY SERVICES, LLC | 171.82K | Jun 30, 26 | +17.71K | 1.42% |
| Invesco Ltd. | 159.13K | Jun 30, 26 | +28.47K | 1.32% |
| ENVESTNET ASSET MANAGEMENT INC | 154.33K | Jun 30, 26 | +16.86K | 1.28% |
| PRINCIPAL SECURITIES, INC. | 153.38K | Jun 30, 26 | +6.10K | 1.27% |
| MORGAN STANLEY | 142.94K | Jun 30, 26 | -4.78K | 1.18% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 109.71K | Jun 30, 26 | +378 | 0.91% |
| 1607 Capital Partners, LLC | 79.41K | Jun 30, 26 | -54.50K | 0.66% |
| WELLS FARGO & COMPANY/MN | 68.34K | Jun 30, 26 | +359 | 0.57% |
| Kovack Advisors, Inc. | 64.34K | Jun 30, 26 | +3.74K | 0.53% |
| AMERIPRISE FINANCIAL INC | 59.74K | Jun 30, 26 | -19.63K | 0.49% |
| Kestra Advisory Services, LLC | 44.86K | Jun 30, 26 | +6.40K | 0.37% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 44.50K | Jun 30, 26 | +4.00K | 0.37% |
| ROYAL BANK OF CANADA | 43.38K | Jun 30, 26 | -2.93K | 0.36% |
| LPL Financial LLC | 40.94K | Jun 30, 26 | -1.95K | 0.34% |
| SAX WEALTH ADVISORS, LLC | 33.95K | Jun 30, 26 | -- | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 31.87K | Jun 30, 26 | +203 | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 27.75K | Jun 30, 26 | +3.58K | 0.23% |
| Dakota Wealth Management | 25.77K | Jun 30, 26 | +25.77K | 0.21% |
| Shaker Financial Services, LLC | 25.43K | Jun 30, 26 | -2.55K | 0.21% |
| Cetera Investment Advisers | 19.43K | Jun 30, 26 | +907 | 0.16% |
| XTX Topco Ltd | 17.33K | Jun 30, 26 | +17.33K | 0.14% |
| NWF Advisory Services Inc. | 15.40K | Jun 30, 26 | -3.00K | 0.13% |
| B. Riley Wealth Advisors, Inc. | 14.60K | Jun 30, 26 | -1.55K | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 13.87K | Jun 30, 26 | +3.87K | 0.11% |
| Advisory Solutions Group, LLC | 10.40K | Jun 30, 26 | +10.40K | 0.09% |
| FIFTH THIRD BANCORP | 4.29K | Jun 30, 26 | -- | 0.04% |
| Colonial Trust Co / SC | 2.37K | Jun 30, 26 | -- | 0.02% |
| UBS Group AG | 1.67K | Jun 30, 26 | -4.86K | 0.01% |
| IFP Advisors, Inc | 1.21K | Jun 30, 26 | +1.21K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.10K | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 380 | Jun 30, 26 | +380 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 217 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.30K | -- |
| ROBINSON CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -13.38K | -- |
| COMERICA BANK | 4.29K | Dec 31, 25 | +96 | 0.04% |
| Motiv8 Investments LLC | 589 | Dec 31, 25 | +589 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 16.55K | Jun 30, 25 | -961 | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 18.70K | Sep 30, 24 | -- | 0.15% |
| ADVISOR PARTNERS II, LLC | 15.67K | Sep 30, 23 | +15.67K | 0.13% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18.00K | Sep 30, 22 | +18.00K | 0.15% |
| American Portfolios Advisors | 100 | Sep 30, 22 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12.70K | Sep 30, 21 | +12.70K | 0.11% |
| Advisor Group, Inc. | 15.27K | Dec 31, 19 | -- | 0.13% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7.92K | Dec 31, 19 | +343 | 0.07% |
| SUNTRUST BANKS INC | 12.49K | Sep 30, 19 | +98 | 0.10% |
| Commonwealth Equity Services, Inc | 36.38K | Jun 30, 17 | +1.80K | 0.30% |
| MSI Financial Services Inc | 2.90K | Dec 31, 16 | +300 | 0.02% |
| Alerus Investment Advisors Corp | 325 | Mar 31, 16 | -- | 0.00% |
| BOSTON PRIVATE BANK & TRUST CO | 315 | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.40K | Dec 31, 14 | -100 | 0.01% |
| UBS AG | 71.59K | Sep 30, 14 | +12.62K | 0.59% |
| Compass Efficient Model Portfolios, LLC | 2.50K | Dec 31, 13 | -- | 0.02% |
