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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. | 3.35M | Jun 30, 26 | +381.30K | 6.26% |
| MORGAN STANLEY | 2.56M | Jun 30, 26 | -72.90K | 4.78% |
| Allspring Global Investments Holdings, LLC | 1.19M | Jun 30, 26 | +174.41K | 2.22% |
| LPL Financial LLC | 1.10M | Jun 30, 26 | +19.31K | 2.06% |
| Alexander Randolph Advisory, Inc. | 970.07K | Jun 30, 26 | -10.49K | 1.81% |
| Modern Wealth Management, LLC | 944.41K | Jun 30, 26 | -82.27K | 1.77% |
| UBS Group AG | 859.79K | Jun 30, 26 | -5.61K | 1.61% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 813.98K | Jun 30, 26 | -84.57K | 1.52% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 659.92K | Jun 30, 26 | +28.24K | 1.23% |
| BANK OF AMERICA CORP /DE/ | 602.50K | Jun 30, 26 | +29.32K | 1.13% |
| FLAGSHIP HARBOR ADVISORS, LLC | 546.04K | Jun 30, 26 | +17.66K | 1.02% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 522.66K | Jun 30, 26 | -23.00K | 0.98% |
| WELLS FARGO & COMPANY/MN | 483.48K | Jun 30, 26 | -111.24K | 0.90% |
| ADVISOR GROUP HOLDINGS, INC. | 412.08K | Jun 30, 26 | +242.68K | 0.77% |
| Mraz, Amerine & Associates, Inc. | 346.33K | Jun 30, 26 | -4.58K | 0.65% |
| FCA CORP /TX | 320.07K | Jun 30, 26 | +6.89K | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 314.96K | Jun 30, 26 | -15.17K | 0.59% |
| LAZARD ASSET MANAGEMENT LLC | 300.00K | Jun 30, 26 | -- | 0.56% |
| Shaker Financial Services, LLC | 287.84K | Jun 30, 26 | -108.53K | 0.54% |
| Altium Capital Management LP | 278.05K | Jun 30, 26 | +35.00K | 0.52% |
| Advisors Asset Management, Inc. | 257.08K | Jun 30, 26 | +156.26K | 0.48% |
| Waterfront Wealth Inc. | 209.59K | Jun 30, 26 | +846 | 0.39% |
| ROYAL BANK OF CANADA | 204.16K | Jun 30, 26 | -8.26K | 0.38% |
| Clearstead Advisors, LLC | 195.74K | Jun 30, 26 | -7.43K | 0.37% |
| Bulldog Investors, LLP | 181.96K | Jun 30, 26 | +181.96K | 0.34% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 134.74K | Jun 30, 26 | +1.93K | 0.25% |
| STIFEL FINANCIAL CORP | 129.72K | Jun 30, 26 | +20.72K | 0.24% |
| BARD ASSOCIATES INC | 123.84K | Jun 30, 26 | +34.48K | 0.23% |
| Atlas Wealth LLC | 122.86K | Jun 30, 26 | +122.86K | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 115.96K | Jun 30, 26 | -9.04K | 0.22% |
| Moors & Cabot, Inc. | 114.62K | Jun 30, 26 | -1.85K | 0.21% |
| TrueMark Investments, LLC | 113.98K | Jun 30, 26 | +7.54K | 0.21% |
| EVOLVE PRIVATE WEALTH, LLC | 112.47K | Jun 30, 26 | -4.20K | 0.21% |
| Beacon Pointe Advisors, LLC | 98.72K | Jun 30, 26 | -26.00K | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 96.09K | Jun 30, 26 | -2.24K | 0.18% |
| UHLMANN PRICE SECURITIES, LLC | 93.73K | Jun 30, 26 | +6.33K | 0.18% |
| BROWN ADVISORY INC | 74.94K | Jun 30, 26 | +102 | 0.14% |
| Kovack Advisors, Inc. | 67.30K | Jun 30, 26 | +67.30K | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 64.82K | Jun 30, 26 | +25.63K | 0.12% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 64.65K | Jun 30, 26 | -- | 0.12% |
| Diversify Advisory Services, LLC | 64.65K | Jun 30, 26 | +64.65K | 0.12% |
| Hennion & Walsh Asset Management, Inc. | 63.41K | Jun 30, 26 | -185 | 0.12% |
| Karpus Management, Inc. | 62.65K | Jun 30, 26 | -350 | 0.12% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 62.16K | Jun 30, 26 | -- | 0.12% |
| FIRST TRUST ADVISORS LP | 57.65K | Jun 30, 26 | +200 | 0.11% |
| ROBERTS GLORE & CO INC /IL/ | 55.29K | Jun 30, 26 | -12.83K | 0.10% |
| SAPIENT CAPITAL LLC | 49.27K | Jun 30, 26 | +715 | 0.09% |
| NWF Advisory Services Inc. | 48.19K | Jun 30, 26 | -2.44K | 0.09% |
| SPIREPOINT PRIVATE CLIENT, LLC | 46.28K | Jun 30, 26 | -1.58K | 0.09% |
| Comprehensive Money Management Services LLC | 41.72K | Jun 30, 26 | +1.25K | 0.08% |
| PMG Family Office LLC | 39.69K | Jun 30, 26 | +345 | 0.07% |
| EP Wealth Advisors, LLC | 39.54K | Jun 30, 26 | -3.79K | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 35.07K | Jun 30, 26 | +4.51K | 0.07% |
| SAX WEALTH ADVISORS, LLC | 31.43K | Jun 30, 26 | -- | 0.06% |
| Advisory Advocates, LLC | 31.36K | Jun 30, 26 | +7.38K | 0.06% |
| Kingsview Wealth Management, LLC | 30.94K | Jun 30, 26 | -495 | 0.06% |
| COMMERCE BANK | 29.71K | Jun 30, 26 | -- | 0.06% |
| XTX Topco Ltd | 28.79K | Jun 30, 26 | +28.79K | 0.05% |
| Concurrent Investment Advisors, LLC | 28.57K | Jun 30, 26 | +3.45K | 0.05% |
| CITADEL ADVISORS LLC | 27.93K | Jun 30, 26 | +27.93K | 0.05% |
| Private Capital Management, LLC | 27.16K | Jun 30, 26 | +5.25K | 0.05% |
| GUGGENHEIM CAPITAL LLC | 26.64K | Jun 30, 26 | -9.47K | 0.05% |
| NewEdge Advisors, LLC | 25.76K | Jun 30, 26 | -2.51K | 0.05% |
| D.A. DAVIDSON & CO. | 25.45K | Jun 30, 26 | -411 | 0.05% |
| Quantedge Capital Pte Ltd | 24.40K | Jun 30, 26 | -5.00K | 0.05% |
| Steward Partners Investment Advisory, LLC | 23.76K | Jun 30, 26 | +241 | 0.04% |
| Calamos Advisors LLC | 23.36K | Jun 30, 26 | +23.36K | 0.04% |
| Farther Finance Advisors, LLC | 23.25K | Jun 30, 26 | +22.78K | 0.04% |
| DKM Wealth Management, Inc. | 23.00K | Jun 30, 26 | -- | 0.04% |
| HighTower Advisors, LLC | 20.89K | Jun 30, 26 | -3.32K | 0.04% |
| JANE STREET GROUP, LLC | 20.48K | Jun 30, 26 | +20.48K | 0.04% |
| Diversified Trust Co | 20.40K | Jun 30, 26 | -- | 0.04% |
| Institute for Wealth Management, LLC. | 19.95K | Jun 30, 26 | -- | 0.04% |
| Janney Montgomery Scott LLC | 18.49K | Jun 30, 26 | +2.30K | 0.03% |
| STEPHENS INC /AR/ | 18.29K | Jun 30, 26 | +4.26K | 0.03% |
| OPPENHEIMER & CO INC | 16.84K | Jun 30, 26 | +243 | 0.03% |
| ECLECTIC ASSOCIATES INC /ADV | 16.46K | Jun 30, 26 | -748 | 0.03% |
| Spinnaker Investment Group, LLC | 15.88K | Jun 30, 26 | -- | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.47K | Jun 30, 26 | +2.62K | 0.03% |
| Private Advisor Group, LLC | 14.88K | Jun 30, 26 | -90.11K | 0.03% |
| WOLVERINE ASSET MANAGEMENT LLC | 14.16K | Jun 30, 26 | +11.46K | 0.03% |
| JFS WEALTH ADVISORS, LLC | 13.90K | Jun 30, 26 | -- | 0.03% |
| Wedmont Private Capital | 13.89K | Jun 30, 26 | -- | 0.03% |
| Cetera Investment Advisers | 13.46K | Jun 30, 26 | -36.58K | 0.03% |
| VERUS CAPITAL PARTNERS, LLC | 13.34K | Jun 30, 26 | +52 | 0.02% |
| COHEN & STEERS, INC. | 12.00K | Jun 30, 26 | +12.00K | 0.02% |
| Soltis Investment Advisors LLC | 11.92K | Jun 30, 26 | -- | 0.02% |
| Closed-End Fund Advisors, Inc. | 11.61K | Jun 30, 26 | -2.20K | 0.02% |
| Vanguard National Trust Co | 11.05K | Jun 30, 26 | -- | 0.02% |
| Summit Financial, LLC | 11.04K | Jun 30, 26 | -- | 0.02% |
| IKE Capital, LLC | 10.00K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.78K | Jun 30, 26 | +8.78K | 0.02% |
| TD Capital Management LLC | 4.50K | Jun 30, 26 | -- | 0.01% |
| SITTNER & NELSON, LLC | 4.44K | Jun 30, 26 | -- | 0.01% |
| NBT BANK N A /NY | 4.03K | Jun 30, 26 | -- | 0.01% |
| BARRETT & COMPANY, INC. | 3.25K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.04K | Jun 30, 26 | +45 | 0.01% |
| Daytona Street Capital LLC | 2.28K | Jun 30, 26 | -- | 0.00% |
| Hara Capital LLC | 2.24K | Jun 30, 26 | -7.82K | 0.00% |
| Atlantic Union Bankshares Corp | 2.10K | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 1.30K | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 677 | Jun 30, 26 | +577 | 0.00% |
| ASSETMARK, INC | 447 | Jun 30, 26 | +431 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 176 | Jun 30, 26 | +176 | 0.00% |
| Lodestone Wealth Management LLC | 173 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 137 | Jun 30, 26 | +137 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 61 | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 4 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | Jun 30, 26 | +2 | 0.00% |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -17.48K | -- |
| Traub Capital Management LLC | -- | Jun 30, 26 | -11.44K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -1.53K | -- |
| PEAPACK GLADSTONE FINANCIAL CORP | -- | Jun 30, 26 | -10.28K | -- |
| Colonial Trust Advisors | -- | Jun 30, 26 | -1.00K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -3.47K | -- |
| ENVESTNET ASSET MANAGEMENT INC | -- | Jun 30, 26 | -48.07K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -34.45K | -- |
| CWM, LLC | 47.00K | Mar 31, 26 | -- | 0.09% |
| VANGUARD GROUP INC | 11.05K | Dec 31, 25 | -- | 0.02% |
| Heritage Financial Services, LLC | 10.10K | Dec 31, 25 | +10.10K | 0.02% |
| COMERICA BANK | -- | Dec 31, 25 | -77 | -- |
| Eisler Capital Management Ltd. | -- | Sep 30, 25 | -10.00K | -- |
| Family Firm, Inc. | 284.63K | Jun 30, 25 | -3.78K | 0.53% |
| Prairie Sky Financial Group LLC | 28.44K | Jun 30, 25 | +573 | 0.05% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -16.30K | -- |
| CAROLINAS WEALTH CONSULTING LLC | 9.34K | Mar 31, 25 | -- | 0.02% |
| Sandy Spring Bank | 2.10K | Mar 31, 25 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 283.25K | Sep 30, 24 | -171 | 0.53% |
| Raymond James Financial Services Advisors, Inc. | 28.30K | Sep 30, 24 | -6.94K | 0.05% |
| RAYMOND JAMES TRUST N.A. | 17.32K | Sep 30, 24 | -- | 0.03% |
| Cetera Advisors LLC | 274.43K | Mar 31, 24 | +274.43K | 0.51% |
| DFPG INVESTMENTS, LLC | 71.23K | Dec 31, 23 | -3.70K | 0.13% |
| Baystate Wealth Management LLC | 107 | Dec 31, 23 | +107 | 0.00% |
| RESOLUTE FINANCIAL, LLC | 53.49K | Dec 31, 22 | +1.55K | 0.10% |
| FourThought Financial, LLC | 2.11K | Sep 30, 22 | +52 | 0.00% |
| Frontier Wealth Management LLC | 100.48K | Jun 30, 22 | +100.48K | 0.19% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 846.01K | Mar 31, 22 | +12.59K | 1.58% |
| CORNERSTONE ADVISORS INC | -- | Dec 31, 21 | -- | -- |
| Harborview Advisors, LLC | 33.53K | Sep 30, 21 | +2.11K | 0.06% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 20.70K | Sep 30, 21 | +10.60K | 0.04% |
| Point View Wealth Management, Inc. | 53.69K | Dec 31, 20 | -1.72K | 0.10% |
| First Allied Advisory Services, Inc. | -- | Sep 30, 20 | -385.06K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 43.26K | Dec 31, 19 | -777 | 0.08% |
| Advisor Group, Inc. | 41.22K | Dec 31, 19 | +3.49K | 0.08% |
| BB&T SECURITIES, LLC | 42.80K | Sep 30, 19 | -6.65K | 0.08% |
| Horizon Kinetics LLC | 2.75M | Dec 31, 18 | +262.63K | 5.13% |
| Commonwealth Equity Services, Inc | 13.26K | Jun 30, 17 | +13.26K | 0.02% |
| TFS CAPITAL LLC | 10.20K | Jun 30, 17 | +10.20K | 0.02% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -10.09K | -- |
| VSR Financial Services, Inc. | 79.72K | Jun 30, 16 | -7.18K | 0.15% |
| Carnick & Kubik, LLC | 745 | Mar 31, 16 | +745 | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 2.97K | Mar 31, 15 | +69 | 0.01% |
| UBS AG | 528.13K | Sep 30, 14 | +8.83K | 0.99% |
| STIFEL NICOLAUS & CO INC \MO\ | 13.46K | Sep 30, 13 | -580 | 0.03% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -17.45K | -- |
| First Allied Securities, Inc. | 66.14K | Jun 30, 12 | +2.71K | 0.12% |
| Full Value Advisors, LLC | 12.55K | Sep 30, 09 | +12.55K | 0.02% |
