How many institutions own IHD stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own IHD shares is 52, representing 57.29% of the company's common stock.

Who are the major shareholders selling Voya Emerging Markets High Dividend Equity Fund stock?

MOORS & CABOT, INC., in the last quarter, reduced its stake in IHD by -13.72% restricting it's holding to 20.13 thousand shares of worth nearly $156.98K. HIGHLINE WEALTH PARTNERS LLC also lessened -4.31% of the IHD shares from its portfolio, reducing its holding to 400 shares of worth $3.12K. UHLMANN PRICE SECURITIES, LLC also shunned IHD shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying IHD stock?

As per its latest 13F filing, CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. increased its stake in IHD by 100% in the last quarter. The institutional holder raised its holding to 15.31 thousand shares having worth more than $119.00K. DAYMARK WEALTH PARTNERS, LLC also added 100% more shares of IHD to its portfolio, raising its holding to 17.84 thousand shares of worth $139.18K. SHAKER FINANCIAL SERVICES, LLC also increased its IHD shares holding by 117.05% which brought its holding to 26.13 thousand shares worth $203.81K.

IHD's major insiders: who are they?

The insider with the most stakes in IHD is Weber Mark , Senior Managing Director at the company. Additionally, IHD stock is highly held by Costa Vincent J and N/A N/A among others.

Did an insider recently sell IHD stock?

Company executives, directors, and other insiders own N/A percent of Voya Emerging Markets High Dividend Equity Fund's stock. Within the last six months, there have been 0 transaction(s) in which IHD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WEBER MARK.

Which insider recently purchased IHD stock?

There have been 0 transaction(s) during the past 6-months in which Voya Emerging Markets High Dividend Equity Fund insiders have bought stock, totalling 0 shares

How much of IHD does insiders own?

Around 0 Voya Emerging Markets High Dividend Equity Fund shares are held by insiders, which represents about N/A of IHD stock.

Who is the insider with the largest stake?

IHD Senior Managing Director, Weber Mark holds the largest portfolio of the company's shares. IHD shares owned by Weber total nearly 4.51 thousand.

Which institution holds the most shares in IHD?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the largest institutional owner in IHD which holds 15.31 thousand shares worth $119.00K or 0.09% of the total IHD shares outstanding followed by DAYMARK WEALTH PARTNERS, LLC with ownership of 17.84 thousand shares representing 0.1% of the IHD ownership. MOORS & CABOT, INC. is the third largest stakeholder with 20.13 thousand shares or 0.11% of the ownership worth more than $156.98K.

Is Voya Emerging Markets High Dividend Equity Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the IHD is concerned, it is a stock which is not optionable.

Is there a short position on IHD's shares?

Number of IHD shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding IHD shares are there?

As of today, null shares of IHD are outstanding.

Is there many float in IHD stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, IHD has null shares in float.

IHD short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for IHD is null.

Voya Emerging Markets High Dividend Equity Fund (IHD) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

57.29% Percentage of Shares held by All Institutions

57.29% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 57.29% of IHD shares are held by financial institutions. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the top corporate investor, holding 15.31K shares valued at $119.00K. A 0.09% stake in Voya Emerging Markets High Dividend Equity Fund is owned by the company. DAYMARK WEALTH PARTNERS, LLC owns 17.84K shares valued at $139.18K, which translates its holding of 0.1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	15.31K	119K	15.31K	+100.00%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.1%	17.84K	139.18K	17.84K	+100.00%
Jun 30, 2026	MOORS & CABOT, INC.	0.11%	20.13K	156.98K	-3.2K	-13.72%
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	0.14%	24.19K	186.03K	0	0
Jun 30, 2026	SHAKER FINANCIAL SERVICES, LLC	0.15%	26.13K	203.81K	14.09K	+117.05%
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	0.15%	26.42K	206.08K	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.15%	26.75K	208.62K	10.22K	+61.80%
Jun 30, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	400	3.12K	-18	-4.31%
Jun 30, 2026	UHLMANN PRICE SECURITIES, LLC	0%	0	-	-35.74K	-100.00%
Jun 30, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.07%	544.77K	4.25M	-556.49K	-50.53%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.98%	528.43K	4.12M	-13.81K	-2.55%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.79%	140.86K	1.1M	-10.2K	-6.75%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.7%	124.35K	967.88K	-4.83K	-3.74%
Jun 30, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.08%	14.25K	111.15K	0	0
Jun 30, 2026	TWIN FOCUS CAPITAL PARTNERS, LLC	0.07%	12K	93.6K	0	0
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.07%	11.68K	91.08K	-776	-6.23%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.06%	11K	85.8K	0	0
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC/CA	0.49%	86.38K	673K	86.38K	+100.00%
Jun 30, 2026	OAKWORTH CAPITAL, INC.	0.03%	5K	39K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.02%	3.57K	27.81K	3.57K	+100.00%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.53%	93.38K	728.33K	93.38K	+100.00%
Jun 30, 2026	AVORY & COMPANY, LLC	0.53%	94.85K	739.81K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	17.88K	139.44K	700	+4.08%
Jun 30, 2026	UBS GROUP AG	0.08%	14.53K	113.35K	3.66K	+33.64%
Jun 30, 2026	DECISION INVESTMENTS, INC	0.14%	25.29K	197.26K	-1.3K	-4.89%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-496	-100.00%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	0	-	-4.82K	-100.00%
Jun 30, 2026		0.14%	25.29K	197.26K	-1.3K	-4.89%
Jun 30, 2026	ALMITAS CAPITAL LLC	0.44%	78.16K	609.66K	78.16K	+100.00%
Jun 30, 2026	STATE OF WISCONSIN INVESTMENT BOARD	0.38%	67.43K	525.92K	0	0
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.3%	53.64K	418.35K	-445	-0.82%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.01%	2.55K	19.91K	2.01K	+372.78%
Jun 30, 2026	SABA CAPITAL MANAGEMENT, L.P.	7.36%	1.31M	10.18M	0	0
Jun 30, 2026	BULLDOG INVESTORS, LLP	4.97%	881.45K	6.88M	-100.99K	-10.28%
Jun 30, 2026	MORGAN STANLEY	6.34%	1.12M	8.77M	-120.48K	-9.68%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.76%	134.77K	1.05M	-177.4K	-56.83%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.75%	133.62K	1.04M	0	0
Jun 30, 2026	NWF ADVISORY SERVICES INC.	0.19%	33.5K	261.3K	-4.5K	-11.84%
Jun 30, 2026	BOS ASSET MANAGEMENT, LLC	0.18%	31.3K	244.14K	31.3K	+100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0.28%	49.8K	388.4K	3.3K	+7.10%
Jun 30, 2026	XTX TOPCO LTD	0.22%	39.54K	308.44K	39.54K	+100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.21%	37.31K	290.98K	11	+0.03%
Jun 30, 2026	CITADEL ADVISORS LLC	0.14%	24.03K	187.43K	24.03K	+100.00%
Jun 30, 2026	PINNACLE BANCORP, INC.	0%	560	4.37K	0	0
Jun 30, 2026	SIT INVESTMENT ASSOCIATES INC	0.3%	53.97K	421K	53.97K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	0.38%	66.55K	519.09K	-26.05K	-28.13%
Jun 30, 2026	CLEAR STREET GROUP INC.	0.38%	66.6K	519.46K	66.6K	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.98%	173.64K	1.35M	43	+0.02%
Jun 30, 2026	QUARRY LP	1.19%	211.63K	1.65M	211.63K	+100.00%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.7%	301.21K	2.35M	128.67K	+74.57%
Jun 30, 2026	INVESCO LTD.	1.87%	332.41K	2.59M	35.62K	+12.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.34%	414.51K	3.23M	31.11K	+8.11%
Jun 30, 2026	WATERFRONT WEALTH INC.	2.88%	510.57K	3.82M	24.7K	+5.08%
Jun 30, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	2.9%	515.06K	4.02M	515.06K	+100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-6K	-100.00%
Mar 31, 2026	OAKWORTH CAPITAL, INC.	0.03%	5K	33.3K	5K	+100.00%
Mar 31, 2026	TRUEMARK INVESTMENTS, LLC	0%	0	-	-29.25K	-100.00%
Mar 31, 2026	STATE OF WISCONSIN INVESTMENT BOARD	0.38%	67.43K	449.05K	0	0
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.3%	54.08K	360.17K	443	+0.83%
Mar 31, 2026	FIFTH THIRD BANCORP	0.26%	46.5K	309.66K	46.5K	+100.00%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.15%	26.42K	175.96K	0	0
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.14%	24.19K	155.3K	0	0
Mar 31, 2026	PARKSIDE FINANCIAL BANK & TRUST	0%	0	-	-6K	-100.00%
Mar 31, 2026	VERITION FUND MANAGEMENT LLC	0%	0	-	-150.57K	-100.00%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0%	0	-	-29.25K	-100.00%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	0%	0	-	-625.52K	-100.00%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0%	0	-	-12.29K	-100.00%
Mar 31, 2026	WATERFRONT WEALTH INC.	2.74%	485.87K	3.24M	485.87K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.06%	542.24K	3.61M	3.06K	+0.57%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.06%	11K	73.26K	0	0
Mar 31, 2026	TWIN FOCUS CAPITAL PARTNERS, LLC	0.07%	12K	79.92K	0	0
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.07%	12.04K	80.17K	-65.19K	-84.41%
Mar 31, 2026	BULLDOG INVESTORS, LLP	5.54%	982.44K	6.54M	81.99K	+9.10%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.21%	1.1M	7.33M	-16.16K	-1.45%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	418	2.78K	-32	-7.11%
Mar 31, 2026	PINNACLE BANCORP, INC.	0%	560	3.73K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	496	3.3K	496	+100.00%
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	540	3.6K	12	+2.27%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.98%	173.6K	1.16M	-22.16K	-11.32%
Mar 31, 2026	LPL FINANCIAL LLC	0.52%	92.6K	616.74K	2.94K	+3.28%
Mar 31, 2026	ASSET DEDICATION, LLC	0%	0	-	-173	-100.00%
Mar 31, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.08%	14.25K	94.91K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	17.18K	114.4K	1.54K	+9.86%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.09%	16.53K	110.09K	4.38K	+36.08%
Mar 31, 2026	SAGEVIEW ADVISORY GROUP, LLC	0%	0	-	-3.02K	-100.00%
Mar 31, 2026	AVORY & COMPANY, LLC	0.53%	94.85K	631.69K	0	0
Mar 31, 2026	INVESCO LTD.	1.67%	296.79K	1.98M	245.6K	+479.76%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.76%	312.16K	2.08M	83.86K	+36.73%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.16%	383.4K	2.55M	234.28K	+157.10%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.21%	37.3K	248.39K	-5.18K	-12.20%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.75%	133.62K	889.9K	0	0
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.73%	129.18K	860.33K	72.46K	+127.74%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.85%	151.07K	1.01M	-4.53K	-2.91%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.97%	172.54K	1.15M	172.54K	+100.00%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	1.17%	207.97K	1.39M	-62.14K	-23.01%
Mar 31, 2026	MORGAN STANLEY	7.02%	1.24M	8.29M	127.79K	+11.45%
Mar 31, 2026	SABA CAPITAL MANAGEMENT, L.P.	7.36%	1.31M	8.7M	-443.33K	-25.35%
Mar 31, 2026	NAVIS WEALTH ADVISORS, LLC	0.42%	74.4K	495.53K	74.4K	+100.00%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.21%	38K	253.08K	-8K	-17.39%
Mar 31, 2026	UHLMANN PRICE SECURITIES, LLC	0.2%	35.74K	238.05K	859	+2.46%
Mar 31, 2026		0.15%	26.59K	177.09K	-202	-0.75%
Mar 31, 2026	MOORS & CABOT, INC.	0.13%	23.33K	155.35K	-1.58K	-6.33%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.07%	12.45K	82.93K	62	+0.50%
Mar 31, 2026	UBS GROUP AG	0.06%	10.87K	72.42K	-20.65K	-65.50%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.03%	6K	39.98K	6K	+100.00%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	4.82K	32.07K	-13.38K	-73.53%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.1%	195.76K	1.23M	142	+0.07%
Dec 31, 2025	LPL FINANCIAL LLC	0.51%	89.67K	562.21K	33.04K	+58.35%
Dec 31, 2025	AVORY & COMPANY, LLC	0.53%	94.85K	594.7K	0	0
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.75%	133.62K	837.79K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	149.12K	935K	-755	-0.50%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	15.64K	98.04K	15.64K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.29%	228.31K	1.43M	2.24K	+0.99%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-8.67K	-100.00%
Dec 31, 2025	ASSET DEDICATION, LLC	0%	173	1.09K	-25.03K	-99.31%
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	450	2.82K	-550	-55.00%
Dec 31, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.07%	12K	75.24K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.07%	12.15K	76.16K	1.82K	+17.60%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.3%	53.64K	336.3K	471	+0.89%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.32%	56.72K	355.66K	56.72K	+100.00%
Dec 31, 2025		0.15%	26.79K	167.99K	26.79K	+100.00%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.85%	150.57K	944.06K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.88%	155.6K	975.6K	4.5K	+2.98%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	1.52%	270.11K	1.69M	-86.26K	-24.21%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.24%	42.48K	266.34K	-3.64K	-7.89%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.07%	12.29K	77.03K	12.29K	+100.00%
Dec 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.03%	6K	37.62K	6K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	0	-	-947	-100.00%
Dec 31, 2025	COMERICA BANK	0.26%	46.15K	289.37K	-112	-0.24%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.04%	539.18K	3.38M	-263.19K	-32.80%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	3.53%	625.52K	3.92M	0	0
Dec 31, 2025	BULLDOG INVESTORS, LLP	5.08%	900.45K	5.65M	319.96K	+55.12%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.3%	1.12M	7.01M	-241.21K	-17.75%
Dec 31, 2025	INVESCO LTD.	0.29%	51.19K	320.97K	51.19K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.18%	31.52K	197.65K	-38.2K	-54.79%
Dec 31, 2025	MOORS & CABOT, INC.	0.14%	24.9K	156.12K	-1.15K	-4.41%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.14%	24.19K	151.68K	0	0
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	9.86%	1.75M	10.97M	0	0
Dec 31, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.08%	14.25K	89.35K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	528	3.31K	15	+2.92%
Dec 31, 2025	MORGAN STANLEY	6.29%	1.12M	7M	390.38K	+53.77%
Dec 31, 2025	PINNACLE BANCORP, INC.	0%	560	3.51K	-2.3K	-80.42%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	12.39K	77.69K	73	+0.59%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.15%	26.42K	165.66K	0	0
Dec 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.2%	34.89K	218.74K	906	+2.67%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.26%	46K	288.42K	0	0
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.16%	29.25K	183.39K	-4.14K	-12.39%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.06%	11K	68.97K	0	0
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.02%	3.02K	18.92K	3.02K	+100.00%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.16%	29.25K	183.39K	-4.14K	-12.39%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.1%	18.19K	114.05K	0	0
Dec 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.38%	67.43K	422.76K	0	0
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.44%	77.23K	488.45K	-3.38K	-4.20%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.1%	18.19K	114.05K	-183	-1.00%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.29%	53.17K	333.34K	-2.82K	-5.04%
Sep 30, 2025	LPL FINANCIAL LLC	0.31%	56.62K	355.02K	1.24K	+2.24%
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.08%	14.25K	89.35K	-200	-1.38%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.13%	24.19K	151.67K	0	0
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	3.45%	625.52K	3.92M	523.6K	+513.72%
Sep 30, 2025	PINNACLE BANCORP, INC.	0.02%	2.86K	17.93K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	10.33K	64.77K	10.33K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	947	6K	-11.55K	-92.42%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	513	3.22K	-27.06K	-98.14%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.15%	26.42K	165.65K	0	0
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.37%	67.43K	422.75K	0	0
Sep 30, 2025	UBS GROUP AG	0.39%	69.72K	437.15K	5.36K	+8.32%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.45%	80.61K	505.4K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	149.88K	939.72K	-35.85K	-19.30%
Sep 30, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.07%	12K	75.24K	0	0
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	12.32K	77.23K	12.32K	+100.00%
Sep 30, 2025	AVORY & COMPANY, LLC	0.52%	94.85K	594.69K	0	0
Sep 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0%	0	-	-251.69K	-100.00%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.74%	133.62K	837.77K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.83%	151.1K	930.17K	2.56K	+1.72%
Sep 30, 2025	COMERICA BANK	0.26%	46.26K	290.07K	-42	-0.09%
Sep 30, 2025	SCOTIA CAPITAL INC.	0%	0	-	-34.27K	-100.00%
Sep 30, 2025	ASSET DEDICATION, LLC	0.14%	25.2K	158K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.05%	8.67K	54.34K	8.67K	+100.00%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.06%	11K	68.97K	0	0
Sep 30, 2025	MOORS & CABOT, INC.	0.14%	26.05K	163.33K	-6.08K	-18.91%
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0.18%	33.38K	209.31K	33.38K	+100.00%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.18%	33.38K	209.31K	-402.2K	-92.34%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.19%	33.98K	213.05K	4.14K	+13.87%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.25%	46K	288.42K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.25%	46.12K	289.16K	18.53K	+67.13%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.25%	226.07K	1.42M	10.84K	+5.04%
Sep 30, 2025	QUARRY LP	0%	0	-	-146.12K	-100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0.01%	1K	6.27K	1K	+100.00%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.83%	150.57K	944.04K	39.04K	+35.01%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	1.97%	356.37K	2.23M	-47.02K	-11.66%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.08%	195.62K	1.23M	-9.58K	-4.67%
Sep 30, 2025	BULLDOG INVESTORS, LLP	3.21%	580.5K	3.64M	364.91K	+169.26%
Sep 30, 2025	MORGAN STANLEY	4.01%	726.04K	4.55M	-2.95K	-0.40%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	4.43%	802.37K	5.03M	-180.33K	-18.35%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	7.5%	1.36M	8.52M	-125K	-8.43%
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	9.66%	1.75M	10.97M	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-10.68K	-100.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.62%	111.52K	662.45K	111.52K	+100.00%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.45%	80.61K	478.81K	33.49K	+71.09%
Jun 30, 2025	LPL FINANCIAL LLC	0.31%	55.39K	328.99K	-2.19K	-3.81%
Jun 30, 2025	COMERICA BANK	0.26%	46.31K	275.05K	0	0
Jun 30, 2025	SCOTIA CAPITAL INC.	0.19%	34.27K	203.55K	-41.72K	-54.90%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.15%	27.57K	163.77K	733	+2.73%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.15%	26.42K	156.94K	26.42K	+100.00%
Jun 30, 2025		0.08%	14.45K	85.83K	-10K	-40.90%
Jun 30, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.07%	12K	71.28K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	10.68K	63.44K	10.68K	+100.00%
Jun 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	1.39%	251.69K	1.5M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.82%	148.54K	882.31K	81.42K	+121.31%
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.16%	29.84K	177.24K	-2.23K	-6.95%
Jun 30, 2025	ASSET DEDICATION, LLC	0.14%	25.2K	149.69K	0	0
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.1%	18.37K	109.14K	-2.1K	-10.25%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.31%	55.99K	332.57K	115	+0.21%
Jun 30, 2025	PINNACLE BANCORP, INC.	0.02%	2.86K	16.99K	2.86K	+100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-38.74K	-100.00%
Jun 30, 2025	QUARRY LP	0.81%	146.12K	867.95K	0	0
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	9.66%	1.75M	10.39M	719.06K	+69.82%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	8.19%	1.48M	8.81M	-233.97K	-13.62%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.41%	435.59K	2.59M	-139.41K	-24.25%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	2.23%	403.39K	2.4M	-534.37K	-56.98%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	185.73K	1.1M	-15.46K	-7.69%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.74%	133.62K	793.69K	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.56%	101.92K	605K	101.92K	+100.00%
Jun 30, 2025	AVORY & COMPANY, LLC	0.52%	94.85K	563.4K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	12.5K	74K	-15.88K	-55.96%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.37%	67.43K	400.51K	0	0
Jun 30, 2025	UBS GROUP AG	0.36%	64.37K	382.33K	-8.49K	-11.66%
Jun 30, 2025	MOORS & CABOT, INC.	0.18%	32.13K	190.82K	-1.3K	-3.89%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	27.59K	163.91K	-10.5K	-27.56%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.13%	24.19K	143.69K	24.19K	+100.00%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.06%	11K	65.34K	0	0
Jun 30, 2025	MORGAN STANLEY	4.03%	728.98K	4.33B	19.87K	+2.80%
Jun 30, 2025	BULLDOG INVESTORS, LLP	1.19%	215.59K	1.28M	215.59K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.19%	215.23K	1.28M	2.04K	+0.96%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-350	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	5.43%	982.7K	5.84M	-14.01K	-1.41%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.13%	205.2K	1.22M	6.51K	+3.28%
Jun 30, 2025	CITADEL ADVISORS LLC	0.45%	81.96K	486.87M	81.96K	+100.00%
Jun 30, 2025	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.3%	54.25K	322.25K	-278	-0.51%
Jun 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.08%	14.45K	85.83K	-10K	-40.90%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.25%	46K	273.24K	0	0
Mar 31, 2025	SYNERGY ASSET MANAGEMENT, LLC	0%	0	-	-200	-100.00%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0%	0	-	-10.64K	-100.00%
Mar 31, 2025	OXBOW ADVISORS, LLC	0%	0	-	-20.8K	-100.00%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.11%	20.47K	109.32K	5.99K	+41.35%
Mar 31, 2025	LOGAN STONE CAPITAL, LLC	0%	0	-	-18.51K	-100.00%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.37%	67.43K	360.05K	67.43K	+100.00%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	0	-	-10.64K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.57K	-100.00%
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0%	0	-	-913.05K	-100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	350	1.86K	350	+100.00%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.06%	11K	58.74K	0	0
Mar 31, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.07%	12K	64.08K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.21%	38.09K	203.42K	-8.4K	-18.07%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.21%	38.74K	206.88K	-63.35K	-62.05%
Mar 31, 2025	UBS GROUP AG	0.4%	72.86K	389.06K	-5.45K	-6.96%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.42%	75.99K	405.77K	75.99K	+100.00%
Mar 31, 2025	AVORY & COMPANY, LLC	0.52%	94.85K	506.49K	0	0
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.18%	575K	3.07M	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	5.5%	996.71K	5.32M	302.01K	+43.47%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.74%	133.62K	713.52K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.1%	198.68K	1.06M	6.92K	+3.61%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.11%	201.19K	1.07M	-12.57K	-5.88%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.18%	213.19K	1.14M	21.24K	+11.07%
Mar 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	1.39%	251.69K	1.34M	-4.21K	-1.64%
Mar 31, 2025	MORGAN STANLEY	3.92%	709.11K	3.79M	63.59K	+9.85%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	5.19%	937.76K	5.01M	-341.68K	-26.71%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	5.7%	1.03M	5.5M	114.13K	+12.46%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	9.49%	1.72M	9.17M	-29.09K	-1.67%
Mar 31, 2025	QUARRY LP	0.81%	146.12K	780.28K	-2.48K	-1.67%
Mar 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.18%	32.07K	171.26K	986	+3.17%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.15%	26.84K	143.31K	3.19K	+13.51%
Mar 31, 2025	ROYAL BANK OF CANADA	0.16%	28.38K	152K	6.6K	+30.29%
Mar 31, 2025	MOORS & CABOT, INC.	0.18%	33.43K	178.49K	250	+0.75%
Mar 31, 2025	ASSET DEDICATION, LLC	0.14%	25.2K	134.57K	-2.8K	-10.00%
Mar 31, 2025	COMERICA BANK	0.26%	46.31K	247.27K	-836	-1.77%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.26%	47.11K	251.59K	-10.58K	-18.34%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.31%	55.87K	298.37K	360	+0.65%
Mar 31, 2025	LPL FINANCIAL LLC	0.32%	57.58K	307.46K	57.58K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	67.12K	358.42K	8.72K	+14.93%
Mar 31, 2025		0.14%	24.45K	130.56K	0	0
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	2.79%	508.62K	2.68M	51.07K	+11.16%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0%	0	-	-11.22K	-100.00%
Mar 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0%	0	-	-1K	-100.00%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-10.31K	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-212	-100.00%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0%	0	-	-12K	-100.00%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.05%	9.43K	49.71K	6.99K	+285.92%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.06%	10.9K	57.45K	-525	-4.60%
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.06%	11K	57.97K	11K	+100.00%
Mar 31, 2024	ROUND ROCK ADVISORS, LLC	0.06%	11.03K	58.13K	-1K	-8.31%
Mar 31, 2024	TWIN FOCUS CAPITAL PARTNERS, LLC	0.07%	12K	63.24K	0	0
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.1%	17.54K	92.43K	17.54K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.1%	18.17K	96K	-2.43K	-11.78%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.1%	18.19K	89.68K	0	0
Mar 31, 2024	OXBOW ADVISORS, LLC	0.1%	18.68K	98.45K	486	+2.67%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.11%	19.81K	104.39K	-2.09K	-9.52%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	20.36K	107.27K	-6.45K	-24.06%
Mar 31, 2024	LPL FINANCIAL LLC	0.13%	24.27K	127.89K	-4.09K	-14.41%
Mar 31, 2024	AQR ARBITRAGE LLC	0.18%	32.9K	173.36K	-2.93K	-8.17%
Mar 31, 2024	MOORS & CABOT, INC.	0.18%	33.75K	177.86K	4.9K	+16.98%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.21%	38.77K	204.32K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.24%	43.86K	231.12K	928	+2.16%
Mar 31, 2024	COMERICA BANK	0.28%	51.18K	269.71K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.32%	58.19K	306.68K	-6.8K	-10.46%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.32%	58.49K	308.22K	-11.45K	-16.37%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.39%	70.99K	374.1K	-53.82K	-43.12%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.43%	77.85K	410.24K	-28.55K	-26.83%
Mar 31, 2024	UBS GROUP AG	0.45%	81.45K	429.24K	5.06K	+6.62%
Mar 31, 2024	AVORY & COMPANY, LLC	0.52%	94.85K	499.85K	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	1.02%	185.42K	977.19K	10.03K	+5.72%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.19%	218K	1.15M	-3.77K	-1.70%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.21%	220.78K	1.16M	-1.62K	-0.73%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.07%	377.69K	1.99M	-8.41K	-2.18%
Mar 31, 2024	MORGAN STANLEY	2.74%	500.47K	2.64M	21.93K	+4.58%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	7.42%	1.35M	7.14M	-13.32K	-0.97%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.35%	64.42K	339.49K	0	0
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	9.3%	1.7M	8.95M	-135.58K	-7.40%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	20.58%	3.76M	19.8M	93.46K	+2.55%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.06%	11.43K	60.44K	76	+0.67%
Dec 31, 2023	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.07%	12K	63.48K	0	0
Dec 31, 2023	TWIN FOCUS CAPITAL PARTNERS, LLC	0.07%	12K	63.48K	0	0
Dec 31, 2023	ROUND ROCK ADVISORS, LLC	0.07%	12.03K	63.64K	0	0
Dec 31, 2023	OXBOW ADVISORS, LLC	0.1%	18.2K	96.26K	497	+2.81%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.11%	19.69K	104.16K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.11%	20.6K	109K	-1.09K	-5.03%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.12%	21.89K	115.82K	-1.34K	-5.78%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	26.8K	141.79K	26.8K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.15%	28.35K	149.99K	-32.94K	-53.74%
Dec 31, 2023	MOORS & CABOT, INC.	0.16%	28.85K	152.62K	850	+3.04%
Dec 31, 2023	AQR ARBITRAGE LLC	0.2%	35.82K	189.5K	0	0
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.21%	38.77K	205.09K	-94.85K	-70.98%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.23%	42.93K	227.08K	-11.74K	-21.47%
Dec 31, 2023	COMERICA BANK	0.28%	51.18K	270.74K	-247	-0.48%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.35%	64.42K	349.34K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.35%	64.99K	329.17K	9.4K	+16.91%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.38%	69.94K	369.97K	-35.21K	-33.49%
Dec 31, 2023	UBS GROUP AG	0.42%	76.39K	404.12K	-17.1K	-18.29%
Dec 31, 2023	AVORY & COMPANY, LLC	0.52%	94.85K	501.75K	94.85K	+100.00%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.58%	106.4K	562.84K	-63.11K	-37.23%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.68%	124.81K	660.23K	-6.05K	-4.62%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.96%	175.4K	927.84K	-2.69K	-1.51%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.21%	221.77K	1.17M	-28.07K	-11.23%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.21%	222.4K	1.18M	-19.41K	-8.03%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.1%	386.1K	2.04M	-28.25K	-6.82%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	2.49%	457.55K	2.42M	86K	+23.15%
Dec 31, 2023	MORGAN STANLEY	2.61%	478.54K	2.53M	-51.65K	-9.74%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	7.46%	1.37M	7.24M	188.69K	+16.00%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	9.99%	1.83M	9.7M	-30.35K	-1.63%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	19.97%	3.66M	19.38M	480.9K	+15.11%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-15.5K	-100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-29.34K	-100.00%
Dec 31, 2023	INVESCO LTD.	0%	0	-	-69.77K	-100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	212	1.12K	212	+100.00%
Dec 31, 2023	MASSMUTUAL TRUST CO FSB/ADV	0.01%	1K	5.29K	1K	+100.00%
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	2.44K	12.93K	2.44K	+100.00%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.06%	10.31K	55K	10.31K	+100.00%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.1%	18.19K	98.69K	0	0
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.06%	11.22K	59.35K	-9.76K	-46.52%

Insiders

Among the IHD insiders holding of N/A of the stake in company, WEBER MARK, Senior Managing Director, holds the largest shares of 4.51K. COSTA VINCENT J, , is the second largest IHD insider with ownership of 3K shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
WEBER MARK	Senior Managing Director	4.51K
COSTA VINCENT J		3K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 22, 2023	COSTA VINCENT J	PURCHASE	4.97	1K	4.97K	3K
Nov 05, 2021	COSTA VINCENT J	PURCHASE	7.29	1K	7.29K	2K
Apr 27, 2020	COSTA VINCENT J	PURCHASE	5.77	500	2.88K	1K
Oct 01, 2019	COSTA VINCENT J	PURCHASE	7.02	500	3.51K	500
Apr 26, 2018	WEBER MARK	SALE	9.35	1	6.03	4.51K
May 16, 2014	WEBER MARK	PURCHASE	12.44	1K	12.44K	1K

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