Major holders
Currency in USDBreakdown
0.01% | % of shares held by all insiders |
19.15% | % of shares held by institutions |
19.15% | % of float held by institutions |
41 | Number of institutions holding shares |
Top institutional holders
Holder | Shares | Date reported | % out | Value |
---|
UBS Group AG | 336,968 | 30 Mar 2024 | 2.51% | 3,406,746 |
Wells Fargo & Company | 301,859 | 30 Mar 2024 | 2.25% | 3,051,794 |
Guggenheim Capital, LLC | 281,116 | 30 Mar 2024 | 2.09% | 2,842,082 |
Raymond James Financial Services Advisors, Inc. | 153,320 | 30 Mar 2024 | 1.14% | 1,550,065 |
Morgan Stanley | 144,198 | 30 Mar 2024 | 1.07% | 1,457,841 |
SIT Investment Associates Inc | 129,260 | 30 Mar 2024 | 0.96% | 1,306,818 |
Invesco Ltd. | 120,890 | 30 Mar 2024 | 0.90% | 1,222,197 |
Stratos Wealth Advisors, LLC | 78,305 | 30 Mar 2024 | 0.58% | 791,663 |
Royal Bank of Canada | 76,279 | 30 Mar 2024 | 0.57% | 771,180 |
Van Eck Associates Corporation | 61,840 | 30 Mar 2024 | 0.46% | 625,202 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Clearwater Tax Exempt Bond Fund | 105,231 | 30 Dec 2023 | 0.78% | 1,063,885 |
VanEck ETF Trust-VanEck CEF Muni Income ETF | 59,875 | 29 Apr 2024 | 0.45% | 605,336 |
Aspiriant Risk Managed Municipal Bond Fd | 10,231 | 30 Dec 2023 | 0.08% | 103,435 |
Rydex Series Funds-Multi-Hedge Strategies Fund | 1,043 | 30 Dec 2023 | 0.01% | 10,544 |
Rydex Variable Trust-Multi Hedge Strategies Fund | 585 | 30 Dec 2023 | 0.00% | 5,914 |