Major Holders
Currency in USDBreakdown
0.01% | % of Shares Held by All Insider |
18.87% | % of Shares Held by Institutions |
18.87% | % 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% | 3,661,453 |
Wells Fargo & Company | 287,412 | Dec 30, 2023 | 2.14% | 2,945,973 |
Guggenheim Capital, LLC | 284,903 | Dec 30, 2023 | 2.12% | 2,920,255 |
Raymond James Financial Services Advisors, Inc. | 153,320 | Mar 30, 2024 | 1.14% | 1,571,530 |
Morgan Stanley | 146,876 | Dec 30, 2023 | 1.09% | 1,505,479 |
SIT Investment Associates Inc | 130,360 | Dec 30, 2023 | 0.97% | 1,336,190 |
Invesco Ltd. | 120,033 | Dec 30, 2023 | 0.89% | 1,230,338 |
Stratos Wealth Advisors, LLC | 78,305 | Mar 30, 2024 | 0.58% | 802,626 |
Royal Bank of Canada | 72,243 | Dec 30, 2023 | 0.54% | 740,490 |
Van Eck Associates Corporation | 61,840 | Mar 30, 2024 | 0.46% | 633,860 |
Top Mutual Fund Holders
Holder | Shares | Date Reported | % Out | Value |
---|
Clearwater Tax Exempt Bond Fund | 105,231 | Dec 30, 2023 | 0.78% | 1,078,617 |
VanEck ETF Trust-VanEck CEF Muni Income ETF | 61,840 | Mar 30, 2024 | 0.46% | 633,860 |
Aspiriant Risk Managed Municipal Bond Fd | 10,231 | Dec 30, 2023 | 0.08% | 104,867 |
Rydex Series Funds-Multi-Hedge Strategies Fund | 1,043 | Dec 30, 2023 | 0.01% | 10,690 |
Rydex Variable Trust-Multi Hedge Strategies Fund | 585 | Dec 30, 2023 | 0.00% | 5,996 |