Major Holders
Currency in USDBreakdown
0.01% | % of Shares Held by All Insider |
19.60% | % of Shares Held by Institutions |
19.60% | % of Float Held by Institutions |
35 | Number of Institutions Holding Shares |
Top Institutional Holders
Holder | Shares | Date Reported | % Out | Value |
---|
UBS Group AG | 357,215 | Dec 30, 2023 | 2.66% | 3,461,413 |
Wells Fargo & Company | 287,412 | Dec 30, 2023 | 2.14% | 2,785,022 |
Guggenheim Capital, LLC | 284,903 | Dec 30, 2023 | 2.12% | 2,760,709 |
Raymond James Financial Services Advisors, Inc. | 153,320 | Mar 30, 2024 | 1.14% | 1,485,670 |
Morgan Stanley | 146,876 | Dec 30, 2023 | 1.09% | 1,423,228 |
SIT Investment Associates Inc | 130,360 | Dec 30, 2023 | 0.97% | 1,263,188 |
Invesco Ltd. | 120,033 | Dec 30, 2023 | 0.89% | 1,163,119 |
Janney Montgomery Scott LLC | 98,694 | Dec 30, 2023 | 0.73% | 956,344 |
Van Eck Associates Corporation | 84,315 | Dec 30, 2023 | 0.63% | 817,012 |
Stratos Wealth Advisors, LLC | 78,305 | Mar 30, 2024 | 0.58% | 758,775 |
Top Mutual Fund Holders
Holder | Shares | Date Reported | % Out | Value |
---|
Clearwater Tax Exempt Bond Fund | 105,231 | Dec 30, 2023 | 0.78% | 1,019,688 |
VanEck ETF Trust-VanEck CEF Muni Income ETF | 82,819 | Feb 28, 2024 | 0.62% | 802,516 |
Aspiriant Risk Managed Municipal Bond Fd | 10,231 | Dec 30, 2023 | 0.08% | 99,138 |
Rydex Series Funds-Multi-Hedge Strategies Fund | 1,043 | Dec 30, 2023 | 0.01% | 10,106 |
Rydex Variable Trust-Multi Hedge Strategies Fund | 585 | Dec 30, 2023 | 0.00% | 5,668 |