Major holders
Currency in USDBreakdown
0.01% | % of shares held by all insiders |
18.88% | % of shares held by institutions |
18.89% | % of float held by institutions |
35 | Number of institutions holding shares |
Top institutional holders
Holder | Shares | Date reported | % out | Value |
---|
UBS Group AG | 357,215 | 30 Dec 2023 | 2.66% | 3,536,428 |
Wells Fargo & Company | 287,412 | 30 Dec 2023 | 2.14% | 2,845,378 |
Guggenheim Capital, LLC | 284,903 | 30 Dec 2023 | 2.12% | 2,820,539 |
Raymond James Financial Services Advisors, Inc. | 153,320 | 30 Mar 2024 | 1.14% | 1,517,867 |
Morgan Stanley | 146,876 | 30 Dec 2023 | 1.09% | 1,454,072 |
SIT Investment Associates Inc | 130,360 | 30 Dec 2023 | 0.97% | 1,290,563 |
Invesco Ltd. | 120,033 | 30 Dec 2023 | 0.89% | 1,188,326 |
Stratos Wealth Advisors, LLC | 78,305 | 30 Mar 2024 | 0.58% | 775,219 |
Royal Bank of Canada | 72,243 | 30 Dec 2023 | 0.54% | 715,205 |
Van Eck Associates Corporation | 61,840 | 30 Mar 2024 | 0.46% | 612,215 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Clearwater Tax Exempt Bond Fund | 105,231 | 30 Dec 2023 | 0.78% | 1,041,786 |
VanEck ETF Trust-VanEck CEF Muni Income ETF | 61,840 | 30 Mar 2024 | 0.46% | 612,215 |
Aspiriant Risk Managed Municipal Bond Fd | 10,231 | 30 Dec 2023 | 0.08% | 101,286 |
Rydex Series Funds-Multi-Hedge Strategies Fund | 1,043 | 30 Dec 2023 | 0.01% | 10,325 |
Rydex Variable Trust-Multi Hedge Strategies Fund | 585 | 30 Dec 2023 | 0.00% | 5,791 |