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% | 6,661,463 |
Stratos Wealth Partners, Ltd. | 409,357 | 30 Mar 2024 | 2.07% | 5,992,986 |
Morgan Stanley | 322,047 | 30 Dec 2023 | 1.63% | 4,714,768 |
Royal Bank of Canada | 251,915 | 30 Dec 2023 | 1.28% | 3,688,035 |
UBS Group AG | 196,371 | 30 Dec 2023 | 0.99% | 2,874,871 |
Stifel Financial Corporation | 178,692 | 30 Dec 2023 | 0.91% | 2,616,050 |
Logan Stone Capital, LLC | 146,020 | 30 Dec 2023 | 0.74% | 2,137,732 |
ProVise Management Group, LLC | 129,681 | 30 Dec 2023 | 0.66% | 1,898,529 |
Osaic Holdings Inc | 123,957 | 30 Dec 2023 | 0.63% | 1,814,730 |
U.S. Capital Wealth Advisors, LLC | 91,530 | 30 Dec 2023 | 0.46% | 1,339,999 |
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% | 306,488 |