| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thomas J Herzfeld Advisors Inc | 1.36M (6.18%) | 268.90K Increased by +19.81% | Dec 31, 24 |
| 2 | Gabelli Funds LLC | 1.16M (5.30%) | 212.00K Increased by +18.21% | Dec 31, 24 |
| 3 | J. Goldman & Co LP | 610.81K (2.78%) | 610.81K Increased by +100.00% | Dec 31, 24 |
| 4 | Needham Investment Management, LLC | 337.39K (1.54%) | -44.19K Decreased by -13.10% | Dec 31, 24 |
| 5 | We Are One Seven, LLC | 271.76K (1.24%) | -12.41K Decreased by -4.57% | Dec 31, 24 |
| 6 | Gamco Investors, Inc. Et Al | 210.75K (0.96%) | 11.75K Increased by +5.58% | Dec 31, 24 |
| 7 | Lokken Investment Group LLC | 153.80K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Bulldog Investors, LLC | 144.35K (0.66%) | 18.05K Increased by +12.50% | Dec 31, 24 |
| 9 | Susquehanna International Group, LLP | 116.10K (0.53%) | 79.67K Increased by +68.62% | Dec 31, 24 |
| 10 | Vanderbilt University | 113.47K (0.52%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Millennium Management LLC | 108.67K (0.49%) | 88.31K Increased by +81.26% | Dec 31, 23 |
| 12 | INTREPID FAMILY OFFICE LLC | 100.00K (0.46%) | -100.00K Decreased by -100.00% | Dec 31, 24 |
| 13 | NJ State Employees Deferred Compnstin Pl | 94.11K (0.43%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | Oxford Asset Management, LLC | 93.53K (0.43%) | 93.53K Increased by +100.00% | Mar 31, 24 |
| 15 | Supplemental Annuity Collective Tr of NJ | 84.01K (0.38%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Advisors Asset Management | 81.42K (0.37%) | -1.84K Decreased by -2.26% | Mar 31, 24 |
| 17 | Citadel Advisors Llc | 81.01K (0.37%) | 81.01K Increased by +100.00% | Dec 31, 24 |
| 18 | Easterly Investment Partners. | 78.46K (0.36%) | 35.00K Increased by +44.61% | Sep 30, 24 |
| 19 | Marshall Wace Asset Management Ltd | 78.45K (0.36%) | 78.45K Increased by +100.00% | Dec 31, 24 |
| 20 | EJF Capital LLC | 72.71K (0.33%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gabelli Equity Trust | 620.00K (2.82%) | 20.00K Increased by +3.23% | Dec 31, 24 |
| 2 | Gabelli Financial Services Opp ETF | 412.50K (1.88%) | 180.00K Increased by +43.64% | Jan 31, 25 |
| 3 | Embark Small Cap Equity Institutional | 159.33K (0.72%) | 159.33K Increased by +100.00% | Feb 28, 25 |
| 4 | Gabelli Dividend & Income | 132.00K (0.60%) | 12.00K Increased by +9.09% | Dec 31, 24 |
| 5 | Special Opportunities Fund | 126.31K (0.57%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Putnam BDC Income ETF | 96.54K (0.44%) | 96.54K Increased by +100.00% | Feb 28, 25 |
| 7 | Herzfeld Balanced Composite | 56.80K (0.26%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Catalyst/SMH Total Return Income A | 42.47K (0.19%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Herzfeld Special Situations Composite | 19.41K (0.09%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | RBC Microcap Value I | 16.41K (0.07%) | -2.29K Decreased by -13.92% | Jun 30, 24 |
| 11 | Invesco BuyBack Achievers ETF | 12.53K (0.06%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | FlexShares® Listed Priv Eq ETF USD Acc | 6.91K (0.03%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Wilshire Multi-Mgr U.S. SMID Cap Eq CL 1 | 4.53K (0.02%) | 4.53K Increased by +100.00% | Feb 28, 25 |
| 14 | Mackenzie Private Income Bal Pool PWF | 2.44K (0.01%) | 0.00 Increased by 0.00% | May 31, 23 |
| 15 | Mackenzie Priv Global Inc Bal Pool PWF | 1.44K (0.01%) | 0.00 Increased by 0.00% | May 31, 23 |
| 16 | Riverwater Micro Opportunities | 1.35K (0.01%) | -295.00 Decreased by -21.79% | Feb 28, 25 |
| 17 | Nationwide Multi-Cap Portfolio R6 | 124.00 (0.00%) | 0.00 Increased by 0.00% | May 31, 24 |
| 18 | AAM Business Dev Co Opps 2021-1 CA | 100.00 (0.00%) | 0.00 Increased by 0.00% | Jun 2, 23 |
| 19 | AAM Business Dev Co Opps 2021-2 CA | 100.00 (0.00%) | 0.00 Increased by 0.00% | Dec 4, 23 |
| 20 | AAM Business Dev Co Opps 2022-1 CA | 100.00 (0.00%) | 0.00 Increased by 0.00% | Jun 4, 24 |