Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Bulldog Investors, LLC 240.28K 20.91K
Increased by +8.70%
Mar 31, 25
2 Punch & Associates Inv Mgmt Inc 227.96K 2.00K
Increased by +0.88%
Mar 31, 25
3 Wealth Enhancement Advisory Services, LLC 149.43K 0.00
Increased by 0.00%
Mar 31, 25
4 Repertoire Partners LP 148.13K 53.13K
Increased by +35.87%
Mar 31, 25
5 Oakmont Partners, LLC 14.95K 0.00
Increased by 0.00%
Mar 31, 25
6 UBS Group AG 12.62K -120.00
Decreased by -0.95%
Mar 31, 25
7 Laurel Wealth Advisors, LLC 4.73K 0.00
Increased by 0.00%
Mar 31, 25
8 Bank of America Corp 3.47K 0.00
Increased by 0.00%
Sep 30, 23
9 JPMorgan Chase & Co 1.00K 0.00
Increased by 0.00%
Mar 31, 25
10 Cape Investment Advisory, INC. 18.00 18.00
Increased by +100.00%
Dec 31, 23
11 Wells Fargo & Co 2.00 2.00
Increased by +100.00%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.00 0.00
Increased by 0.00%
Mar 31, 25
13 Acadian Asset Management LLC 0.00 -2.94K
Decreased by N/A%
Jun 30, 24
14 Advisor Group Holdings, Inc. 0.00 -1.30K
Decreased by N/A%
Jun 30, 24
15 Advisory Services Network, LLC 0.00 -463.00
Decreased by N/A%
Mar 31, 24
16 Bank of Oklahoma National Association 0.00 -51.00
Decreased by N/A%
Mar 31, 25
17 Bridgeway Capital Management, LLC 0.00 -26.73K
Decreased by N/A%
Dec 31, 24
18 CapTrust Financial Advisors 0.00 -21.71K
Decreased by N/A%
Mar 31, 24
19 Creative Financial Designs Inc 0.00 -83.00
Decreased by N/A%
Mar 31, 24
20 Empowered Funds, LLC 0.00 -14.13K
Decreased by N/A%
Dec 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%
Feb 28, 25
2 Special Opportunities Fund 81.16K 0.00
Increased by 0.00%
Mar 31, 25
3 Special Opportunities Fund Inc 81.16K 0.00
Increased by 0.00%
Sep 30, 24
4 EA Bridgeway Omni Small-Cap Value ETF 14.11K 25.00
Increased by +0.18%
Sep 30, 24
5 Bridgeway Omni Small-Cap Value 12.60K 0.00
Increased by 0.00%
Sep 30, 24
6 Bridgeway Omni Small-Cap Value N 12.60K 0.00
Increased by 0.00%
Sep 30, 24
7 Bridgeway Ultra-Small Company 3.80K -16.68K
Decreased by -439.31%
Dec 31, 23
8 Fidelity Nasdaq Composite Index 3.63K 0.00
Increased by 0.00%
Apr 30, 25