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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 |
|---|---|---|---|---|
| MORGAN STANLEY | 6.61M | Jun 30, 26 | +321.76K | 12.69% |
| Saba Capital Management, L.P. | 3.41M | Jun 30, 26 | -685.78K | 6.55% |
| RAYMOND JAMES FINANCIAL INC | 2.60M | Jun 30, 26 | +71.80K | 5.00% |
| Atlas Wealth LLC | 1.14M | Jun 30, 26 | +1.14M | 2.20% |
| ROYAL BANK OF CANADA | 859.54K | Jun 30, 26 | -9.49K | 1.65% |
| BANK OF AMERICA CORP /DE/ | 800.69K | Jun 30, 26 | +41.55K | 1.54% |
| WELLS FARGO & COMPANY/MN | 735.05K | Jun 30, 26 | +62.54K | 1.41% |
| Karpus Management, Inc. | 656.97K | Jun 30, 26 | +147.86K | 1.26% |
| Penserra Capital Management LLC | 586.88K | Jun 30, 26 | +22.39K | 1.13% |
| Almitas Capital LLC | 557.46K | Jun 30, 26 | +241.33K | 1.07% |
| Rockefeller Capital Management L.P. | 386.10K | Jun 30, 26 | +41.26K | 0.74% |
| Allspring Global Investments Holdings, LLC | 361.92K | Jun 30, 26 | +109.87K | 0.70% |
| Steward Partners Investment Advisory, LLC | 306.11K | Jun 30, 26 | +18.58K | 0.59% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 300.02K | Jun 30, 26 | +186.24K | 0.58% |
| FIFTH THIRD BANCORP | 274.63K | Jun 30, 26 | +30 | 0.53% |
| Advisors Asset Management, Inc. | 240.65K | Jun 30, 26 | +12.62K | 0.46% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 208.84K | Jun 30, 26 | +13.64K | 0.40% |
| OPPENHEIMER & CO INC | 201.62K | Jun 30, 26 | +8.87K | 0.39% |
| Sovran Advisors, LLC | 166.19K | Jun 30, 26 | +23.39K | 0.32% |
| COHEN & STEERS, INC. | 137.39K | Jun 30, 26 | -- | 0.26% |
| Thomas J. Herzfeld Advisors, Inc. | 129.64K | Jun 30, 26 | -1.08K | 0.25% |
| FCA CORP /TX | 114.09K | Jun 30, 26 | +14.75K | 0.22% |
| Closed-End Fund Advisors, Inc. | 110.33K | Jun 30, 26 | -3.56K | 0.21% |
| EVOLVE PRIVATE WEALTH, LLC | 84.45K | Jun 30, 26 | -5.96K | 0.16% |
| CHAPIN DAVIS, INC. | 74.38K | Jun 30, 26 | +3.85K | 0.14% |
| Stolper Co | 68.56K | Jun 30, 26 | +60.65K | 0.13% |
| INDEPENDENT FINANCIAL GROUP, LLC | 68.20K | Jun 30, 26 | +605 | 0.13% |
| UBS Group AG | 68.20K | Jun 30, 26 | +33.57K | 0.13% |
| LPL Financial LLC | 60.86K | Jun 30, 26 | +8.84K | 0.12% |
| GOLDMAN SACHS GROUP INC | 60.05K | Jun 30, 26 | +60.05K | 0.12% |
| Bramshill Investments, LLC | 53.67K | Jun 30, 26 | +737 | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 41.79K | Jun 30, 26 | -68.73K | 0.08% |
| Red Door Wealth Management, LLC | 40.54K | Jun 30, 26 | +40.54K | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 38.24K | Jun 30, 26 | +942 | 0.07% |
| DAYMARK WEALTH PARTNERS, LLC | 38.14K | Jun 30, 26 | +302 | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 32.85K | Jun 30, 26 | +575 | 0.06% |
| Opal Wealth Advisors, LLC | 32.47K | Jun 30, 26 | -- | 0.06% |
| STIFEL FINANCIAL CORP | 29.86K | Jun 30, 26 | -1.45K | 0.06% |
| Focus Financial Network, Inc. | 28.86K | Jun 30, 26 | +2.46K | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.53K | Jun 30, 26 | -537 | 0.05% |
| XTX Topco Ltd | 28.52K | Jun 30, 26 | +9.19K | 0.05% |
| NWF Advisory Services Inc. | 27.50K | Jun 30, 26 | -- | 0.05% |
| CHOREO, LLC | 27.20K | Jun 30, 26 | -1.46K | 0.05% |
| Merit Financial Group, LLC | 25.32K | Jun 30, 26 | +902 | 0.05% |
| FLAGSHIP HARBOR ADVISORS, LLC | 24.96K | Jun 30, 26 | +2.05K | 0.05% |
| Mariner, LLC | 23.63K | Jun 30, 26 | +76 | 0.05% |
| Global Retirement Partners, LLC | 21.97K | Jun 30, 26 | +21.97K | 0.04% |
| Savant Capital, LLC | 21.15K | Jun 30, 26 | +10.57K | 0.04% |
| Cadent Capital Advisors, LLC | 21.00K | Jun 30, 26 | +21.00K | 0.04% |
| NewEdge Advisors, LLC | 19.74K | Jun 30, 26 | +131 | 0.04% |
| ACCREDITED INVESTOR SERVICES, LLC | 19.53K | Jun 30, 26 | -75 | 0.04% |
| CITADEL ADVISORS LLC | 15.92K | Jun 30, 26 | +15.92K | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 15.92K | Jun 30, 26 | +2.57K | 0.03% |
| Integrated Wealth Concepts LLC | 15.00K | Jun 30, 26 | -- | 0.03% |
| Aptus Capital Advisors, LLC | 15.00K | Jun 30, 26 | -- | 0.03% |
| Dakota Wealth Management | 14.78K | Jun 30, 26 | +2.96K | 0.03% |
| MGO ONE SEVEN LLC | 13.76K | Jun 30, 26 | +13.76K | 0.03% |
| PARK AVENUE SECURITIES LLC | 13.47K | Jun 30, 26 | +342 | 0.03% |
| Tactive Advisors, LLC | 13.40K | Jun 30, 26 | -164 | 0.03% |
| JANE STREET GROUP, LLC | 11.52K | Jun 30, 26 | -10.30K | 0.02% |
| Cetera Investment Advisers | 11.30K | Jun 30, 26 | +661 | 0.02% |
| VISTA INVESTMENT PARTNERS II, LLC | 10.92K | Jun 30, 26 | -- | 0.02% |
| Kestra Advisory Services, LLC | 10.68K | Jun 30, 26 | -4.71K | 0.02% |
| Private Advisor Group, LLC | 10.54K | Jun 30, 26 | +258 | 0.02% |
| Pinnacle Wealth Planning Services, Inc. | 7.57K | Jun 30, 26 | +355 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 7.42K | Jun 30, 26 | +1.73K | 0.01% |
| WPG Advisers, LLC | 3.35K | Jun 30, 26 | +175 | 0.01% |
| Institute for Wealth Management, LLC. | 1.04K | Jun 30, 26 | +1.04K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 875 | Jun 30, 26 | -- | 0.00% |
| Osbon Capital Management LLC | 837 | Jun 30, 26 | +837 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 658 | Jun 30, 26 | +658 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 578 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 500 | Jun 30, 26 | +500 | 0.00% |
| NBC SECURITIES, INC. | 350 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 250 | Jun 30, 26 | +240 | 0.00% |
| US BANCORP \DE\ | 235 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 14 | Jun 30, 26 | -- | 0.00% |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -250 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -24 | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -1.18K | -- |
| Logan Stone Capital, LLC | -- | Jun 30, 26 | -19.65K | -- |
| ICON ADVISERS INC/CO | -- | Jun 30, 26 | -147.00K | -- |
| Quantedge Capital Pte Ltd | -- | Jun 30, 26 | -18.50K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -2.50K | -- |
| CORRADO ADVISORS, LLC | -- | Jun 30, 26 | -156.49K | -- |
| ABSOLUTE INVESTMENT ADVISERS, LLC | -- | Jun 30, 26 | -411.55K | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -321.23K | -- |
| Pathstone Holdings, LLC | -- | Jun 30, 26 | -105.34K | -- |
| Quarry LP | -- | Jun 30, 26 | -163.11K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -433 | -- |
| Financial Gravity Asset Management, Inc. | 894 | Mar 31, 26 | -534 | 0.00% |
| CWM, LLC | 431 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 274.54K | Dec 31, 25 | -173 | 0.53% |
| CIBC Private Wealth Group, LLC | 2.70K | Dec 31, 25 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 1.67M | Sep 30, 24 | +115.21K | 3.21% |
| Raymond James Financial Services Advisors, Inc. | 299.46K | Sep 30, 24 | +18.58K | 0.58% |
| RAYMOND JAMES TRUST N.A. | 46.70K | Sep 30, 24 | +6.75K | 0.09% |
| FOCUS FINANCIAL NETWORK INC /ADV | 16.00K | Dec 31, 23 | +16.00K | 0.03% |
| ADVISOR PARTNERS II, LLC | 141.61K | Sep 30, 23 | +141.61K | 0.27% |
| BDO Wealth Advisors, LLC | -- | Jun 30, 23 | -946 | -- |
| Covington Capital Management | 27.56K | Sep 30, 22 | -- | 0.05% |
| MUFG Americas Holdings Corp | 2.50K | Sep 30, 22 | +2.50K | 0.00% |
| FourThought Financial, LLC | 90 | Sep 30, 22 | +90 | 0.00% |
| Hightower 6M Holding, LLC | -- | Sep 30, 22 | -31.13K | -- |
| Fieldpoint Private Securities, LLC | 8.00K | Jun 30, 22 | +8.00K | 0.02% |
