Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Punch & Associates Inv Mgmt Inc 229.61K 6.12K
Increased by +2.67%
Sep 30, 24
2 Wealth Enhancement Advisory Services, LLC 161.13K -2.10K
Decreased by -1.30%
Sep 30, 24
3 Bulldog Investors, LLC 138.07K 5.20K
Increased by +3.76%
Sep 30, 24
4 Fort Hoosac Management, LLC 60.27K -842.00
Decreased by -1.40%
Sep 30, 24
5 Repertoire Partners LP 47.06K 47.06K
Increased by +100.00%
Sep 30, 24
6 Bridgeway Capital Management, LLC 26.73K 670.00
Increased by +2.51%
Sep 30, 24
7 Oakmont Partners, LLC 14.95K -666.00
Decreased by -4.45%
Sep 30, 24
8 Empowered Funds, LLC 14.13K 670.00
Increased by +4.74%
Sep 30, 24
9 UBS Group AG 11.78K -17.00
Decreased by -0.14%
Sep 30, 24
10 Laurel Wealth Advisors, LLC 4.73K 0.00
Increased by 0.00%
Sep 30, 24
11 Bank of America Corp 3.47K 0.00
Increased by 0.00%
Sep 30, 23
12 JPMorgan Chase & Co 1.00K 0.00
Increased by 0.00%
Sep 30, 24
13 Wells Fargo & Co 500.00 500.00
Increased by +100.00%
Sep 30, 24
14 Bank of Oklahoma National Association 51.00 51.00
Increased by +100.00%
Sep 30, 24
15 Cape Investment Advisory, INC. 18.00 18.00
Increased by +100.00%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 1.00 -1.00
Decreased by -100.00%
Sep 30, 24
17 Acadian Asset Management LLC 0.00 -2.94K
Decreased by N/A%
Jun 30, 24
18 Advisor Group Holdings, Inc. 0.00 -1.30K
Decreased by N/A%
Jun 30, 24
19 Advisory Services Network, LLC 0.00 -463.00
Decreased by N/A%
Mar 31, 24
20 CapTrust Financial Advisors 0.00 -21.71K
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 High Income Securities 81.30K 0.00
Increased by 0.00%
May 31, 24
2 Special Opportunities Fund 81.16K 0.00
Increased by 0.00%
Sep 30, 24
3 EA Bridgeway Omni Small-Cap Value ETF 14.11K 25.00
Increased by +0.18%
Sep 30, 24
4 Bridgeway Omni Small-Cap Value 12.60K 0.00
Increased by 0.00%
Sep 30, 24
5 Bridgeway Omni Small-Cap Value N 12.60K 0.00
Increased by 0.00%
Sep 30, 24
6 Bridgeway Ultra-Small Company 3.80K -16.68K
Decreased by -439.31%
Dec 31, 23
7 Fidelity Nasdaq Composite Index 3.63K 0.00
Increased by 0.00%
Sep 30, 24