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% | 7,332,106 |
Royal Bank of Canada | 160,115 | Dec 30, 2023 | 2.51% | 2,473,776 |
Morgan Stanley | 121,371 | Dec 30, 2023 | 1.90% | 1,875,181 |
UBS Group AG | 112,776 | Dec 30, 2023 | 1.77% | 1,742,389 |
Wells Fargo & Company | 109,758 | Dec 30, 2023 | 1.72% | 1,695,761 |
Wolverine Asset Management, LLC | 63,712 | Dec 30, 2023 | 1.00% | 984,350 |
Logan Stone Capital, LLC | 56,341 | Dec 30, 2023 | 0.88% | 870,468 |
Robinson Capital Management, LLC | 45,081 | Dec 30, 2023 | 0.71% | 696,501 |
Osaic Holdings Inc | 40,353 | Dec 30, 2023 | 0.63% | 623,453 |
Cypress Wealth Services, LLC | 32,500 | Mar 30, 2024 | 0.51% | 502,124 |
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% | 696,501 |