| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thomas J Herzfeld Advisors Inc | 1.71M (7.82%) | 356.65K Increased by +20.81% | Mar 31, 25 |
| 2 | Gabelli Funds LLC | 1.27M (5.82%) | 109.66K Increased by +8.61% | Mar 31, 25 |
| 3 | J. Goldman & Co LP | 610.81K (2.79%) | 610.81K Increased by +100.00% | Dec 31, 24 |
| 4 | Needham Investment Management, LLC | 378.59K (1.73%) | 41.20K Increased by +10.88% | Mar 31, 25 |
| 5 | We Are One Seven, LLC | 270.55K (1.23%) | -1.13K Decreased by -0.42% | Jun 30, 25 |
| 6 | Franklin Resources Inc | 240.54K (1.10%) | 19.35K Increased by +8.04% | Jun 30, 25 |
| 7 | Bulldog Investors, LLC | 231.06K (1.05%) | 86.71K Increased by +37.53% | Mar 31, 25 |
| 8 | Gamco Investors, Inc. Et Al | 225.75K (1.03%) | 15.00K Increased by +6.64% | Mar 31, 25 |
| 9 | Harbor Capital Advisors Inc | 174.53K (0.80%) | 174.53K Increased by +100.00% | Mar 31, 25 |
| 10 | Lokken Investment Group LLC | 153.80K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 153.35K (0.70%) | 86.12K Increased by +56.16% | Mar 31, 25 |
| 12 | Acadian Asset Management LLC | 142.94K (0.65%) | 142.94K Increased by +100.00% | Mar 31, 25 |
| 13 | Vanderbilt University | 113.47K (0.52%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Millennium Management LLC | 108.67K (0.50%) | 88.31K Increased by +81.26% | Dec 31, 23 |
| 15 | Susquehanna International Group, LLP | 107.46K (0.49%) | -8.65K Decreased by -8.05% | Mar 31, 25 |
| 16 | INTREPID FAMILY OFFICE LLC | 100.00K (0.46%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | NJ State Employees Deferred Compnstin Pl | 94.11K (0.43%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Oxford Asset Management, LLC | 93.53K (0.43%) | 93.53K Increased by +100.00% | Mar 31, 24 |
| 19 | Group One Trading, LP | 85.31K (0.39%) | 28.97K Increased by +33.96% | Mar 31, 25 |
| 20 | Supplemental Annuity Collective Tr of NJ | 84.01K (0.38%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gabelli Equity Trust | 620.00K (2.83%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Gabelli Equity Trust Inc | 620.00K (2.83%) | 20.00K Increased by +3.23% | Dec 31, 24 |
| 3 | Gabelli Financial Services Opp ETF | 345.83K (1.58%) | -45.83K Decreased by -13.25% | Jun 30, 25 |
| 4 | Gabelli Dividend & Income | 262.50K (1.20%) | 130.50K Increased by +49.71% | Mar 31, 25 |
| 5 | Putnam BDC Income ETF | 236.37K (1.08%) | -18.38K Decreased by -7.77% | Jun 30, 25 |
| 6 | Embark Small Cap Equity Retirement | 206.65K (0.94%) | 28.73K Increased by +13.90% | Jun 30, 25 |
| 7 | Special Opportunities Fund | 182.63K (0.83%) | 47.77K Increased by +26.16% | Mar 31, 25 |
| 8 | Embark Small Cap Equity Institutional | 174.53K (0.80%) | 15.21K Increased by +8.71% | Mar 31, 25 |
| 9 | Gabelli Dividend & Income Trust | 132.00K (0.60%) | 12.00K Increased by +9.09% | Dec 31, 24 |
| 10 | Special Opportunities Fund Inc | 126.31K (0.58%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Catalyst/SMH Total Return Income A | 42.47K (0.19%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | Granahan Inv Mgt Small Cap Discoveries | 34.60K (0.16%) | 33.79K Increased by +97.67% | Jun 30, 25 |
| 13 | Acuitas US Microcap Institutional | 31.60K (0.14%) | 31.60K Increased by +100.00% | Mar 31, 25 |
| 14 | High Income Securities | 22.93K (0.10%) | 22.93K Increased by +100.00% | Feb 28, 25 |
| 15 | Invesco BuyBack Achievers ETF | 16.45K (0.08%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | RBC Microcap Value I | 16.41K (0.07%) | -2.29K Decreased by -13.92% | Jun 30, 24 |
| 17 | FlexShares® Listed Priv Eq ETF USD Acc | 7.99K (0.04%) | -97.00 Decreased by -1.21% | Jul 31, 25 |
| 18 | Herzfeld Balanced Composite | 6.70K (0.03%) | -74.12K Decreased by -1.11 K% | Jun 30, 25 |
| 19 | Wilshire Multi-Mgr U.S. SMID Cap Eq CL 1 | 6.63K (0.03%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Mackenzie Private Income Bal Pool PWF | 2.44K (0.01%) | 0.00 Increased by 0.00% | May 31, 23 |