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. | 474,570 | 30 Mar 2024 | 7.44% | 7,317,869 |
Royal Bank of Canada | 160,115 | 30 Dec 2023 | 2.51% | 2,468,973 |
Morgan Stanley | 121,371 | 30 Dec 2023 | 1.90% | 1,871,540 |
UBS Group AG | 112,776 | 30 Dec 2023 | 1.77% | 1,739,005 |
Wells Fargo & Company | 109,758 | 30 Dec 2023 | 1.72% | 1,692,468 |
Wolverine Asset Management, LLC | 63,712 | 30 Dec 2023 | 1.00% | 982,439 |
Logan Stone Capital, LLC | 56,341 | 30 Dec 2023 | 0.88% | 868,778 |
Robinson Capital Management, LLC | 45,081 | 30 Dec 2023 | 0.71% | 695,149 |
Osaic Holdings Inc | 40,353 | 30 Dec 2023 | 0.63% | 622,243 |
Cypress Wealth Services, LLC | 32,500 | 30 Mar 2024 | 0.51% | 501,150 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Investment Managers Ser Tr-Robinson Tax Advantaged Income Fd | 45,081 | 30 Dec 2023 | 0.71% | 695,149 |