Major Holders
Currency in USDBreakdown
0.00% | % of Shares Held by All Insider |
20.20% | % of Shares Held by Institutions |
20.20% | % of Float Held by Institutions |
20 | Number of Institutions Holding Shares |
Top Institutional Holders
Holder | Shares | Date Reported | % Out | Value |
---|
Stratos Wealth Partners, Ltd. | 474,570 | Mar 30, 2024 | 7.44% | 7,374,817 |
Royal Bank of Canada | 160,115 | Dec 30, 2023 | 2.51% | 2,488,187 |
Morgan Stanley | 121,371 | Dec 30, 2023 | 1.90% | 1,886,105 |
UBS Group AG | 112,776 | Dec 30, 2023 | 1.77% | 1,752,539 |
Wells Fargo & Company | 109,758 | Dec 30, 2023 | 1.72% | 1,705,639 |
Wolverine Asset Management, LLC | 63,712 | Dec 30, 2023 | 1.00% | 990,084 |
Logan Stone Capital, LLC | 56,341 | Dec 30, 2023 | 0.88% | 875,539 |
Robinson Capital Management, LLC | 45,081 | Dec 30, 2023 | 0.71% | 700,558 |
Osaic Holdings Inc | 40,353 | Dec 30, 2023 | 0.63% | 627,085 |
Cypress Wealth Services, LLC | 32,500 | Mar 30, 2024 | 0.51% | 505,049 |
Top Mutual Fund Holders
Holder | Shares | Date Reported | % Out | Value |
---|
Investment Managers Ser Tr-Robinson Tax Advantaged Income Fd | 45,081 | Dec 30, 2023 | 0.71% | 700,558 |