Major holders
Currency in USDBreakdown
0.00% | % of shares held by all insiders |
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. | 488,763 | 29 Jun 2024 | 7.67% | 7,834,871 |
Royal Bank of Canada | 156,752 | 30 Mar 2024 | 2.46% | 2,512,734 |
Wells Fargo & Company | 129,058 | 30 Mar 2024 | 2.02% | 2,068,799 |
UBS Group AG | 120,417 | 30 Mar 2024 | 1.89% | 1,930,284 |
Morgan Stanley | 120,737 | 30 Mar 2024 | 1.89% | 1,935,414 |
Osaic Holdings Inc | 49,771 | 30 Mar 2024 | 0.78% | 797,829 |
Robinson Capital Management, LLC | 45,757 | 30 Mar 2024 | 0.72% | 733,484 |
Logan Stone Capital, LLC | 34,443 | 30 Mar 2024 | 0.54% | 552,121 |
Cypress Wealth Services, LLC | 32,500 | 29 Jun 2024 | 0.51% | 520,975 |
Newedge Wealth, LLC | 24,885 | 30 Mar 2024 | 0.39% | 398,906 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Investment Managers Ser Tr-Robinson Tax Advantaged Income Fd | 45,757 | 30 Mar 2024 | 0.72% | 733,484 |