Major Holders
Currency in USDBreakdown
0.00% | % of Shares Held by All Insider |
27.59% | % of Shares Held by Institutions |
27.59% | % of Float Held by Institutions |
72 | Number of Institutions Holding Shares |
Top Institutional Holders
Holder | Shares | Date Reported | % Out | Value |
---|
Ameriprise Financial, Inc. | 665,206 | Dec 30, 2023 | 2.98% | 8,627,721 |
Morgan Stanley | 548,950 | Dec 30, 2023 | 2.46% | 7,119,881 |
Guggenheim Capital, LLC | 540,584 | Dec 30, 2023 | 2.42% | 7,011,374 |
Invesco Ltd. | 444,512 | Dec 30, 2023 | 1.99% | 5,765,320 |
UBS Group AG | 415,201 | Dec 30, 2023 | 1.86% | 5,385,157 |
Advisors Asset Management, Inc. | 397,241 | Dec 30, 2023 | 1.78% | 5,152,215 |
LPL Financial LLC | 226,697 | Dec 30, 2023 | 1.02% | 2,940,260 |
Dean Investment Associates, LLC | 194,759 | Dec 30, 2023 | 0.87% | 2,526,024 |
Baird Financial Group, Inc. | 192,514 | Dec 30, 2023 | 0.86% | 2,496,906 |
Graypoint LLC | 179,139 | Mar 30, 2024 | 0.80% | 2,323,432 |
Top Mutual Fund Holders
Holder | Shares | Date Reported | % Out | Value |
---|
Invesco ETF Tr II-Invesco Income Composite ETF | 164,226 | Mar 30, 2024 | 0.74% | 2,130,011 |
Cohen & Steers Closed End Opportunity Fund | 108,470 | Dec 30, 2023 | 0.49% | 1,406,855 |
HC Capital Tr-The Corporate Opportunities Portfolio | 94,343 | Dec 30, 2023 | 0.42% | 1,223,628 |
ETFis Ser Tr I-Virtus Private Credit Strategy ETF | 35,710 | Jan 30, 2024 | 0.16% | 463,158 |