Major holders
Currency in USDBreakdown
0.01% | % of shares held by all insiders |
11.86% | % of shares held by institutions |
11.86% | % of float held by institutions |
37 | Number of institutions holding shares |
Top institutional holders
Holder | Shares | Date reported | % out | Value |
---|
Wells Fargo & Company | 455,018 | 30 Dec 2023 | 2.31% | 6,625,062 |
Stratos Wealth Partners, Ltd. | 409,357 | 30 Mar 2024 | 2.07% | 5,960,238 |
Morgan Stanley | 322,047 | 30 Dec 2023 | 1.63% | 4,689,004 |
Royal Bank of Canada | 251,915 | 30 Dec 2023 | 1.28% | 3,667,882 |
UBS Group AG | 196,371 | 30 Dec 2023 | 0.99% | 2,859,161 |
Stifel Financial Corporation | 178,692 | 30 Dec 2023 | 0.91% | 2,601,755 |
Logan Stone Capital, LLC | 146,020 | 30 Dec 2023 | 0.74% | 2,126,051 |
ProVise Management Group, LLC | 129,681 | 30 Dec 2023 | 0.66% | 1,888,155 |
Osaic Holdings Inc | 123,957 | 30 Dec 2023 | 0.63% | 1,804,813 |
U.S. Capital Wealth Advisors, LLC | 91,530 | 30 Dec 2023 | 0.46% | 1,332,676 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Investment Managers Ser Tr-Robinson Tax Advantaged Income Fd | 20,935 | 30 Mar 2023 | 0.11% | 304,813 |