How many institutions own DSM 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 DSM shares is 99, representing 62.33% of the company's common stock.

Who are the major shareholders selling BNY Mellon Strategic Municipal Bond Fund, Inc. stock?

NOBLE WEALTH MANAGEMENT PBC, in the last quarter, reduced its stake in DSM by -26.35% restricting it's holding to 61.33 thousand shares of worth nearly $368.61K. GUGGENHEIM CAPITAL LLC also lessened -17.58% of the DSM shares from its portfolio, reducing its holding to 1.02 million shares of worth $6.14M. INTEGRATED CAPITAL MANAGEMENT, INC. also shunned DSM shares holding by -13.8% last quarter which brought its holding to 33.25 thousand shares worth $199.84K.

Investors who are buying DSM stock?

As per its latest 13F filing, SAVVY ADVISORS, INC. increased its stake in DSM by 100% in the last quarter. The institutional holder raised its holding to 62.22 thousand shares having worth more than $373.95K. INTEGRATED WEALTH CONCEPTS LLC also added 100% more shares of DSM to its portfolio, raising its holding to 33.8 thousand shares of worth $203.16K. AVIANCE CAPITAL PARTNERS, LLC also increased its DSM shares holding by 1.24% which brought its holding to 33.88 thousand shares worth $203.64K.

DSM's major insiders: who are they?

The insider with the most stakes in DSM is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, DSM stock is highly held by 10 percent owner BANK OF AMERICA CORP /DE/ and DISDIER A PAUL among others.

Did an insider recently sell DSM stock?

Company executives, directors, and other insiders own 0% percent of BNY Mellon Strategic Municipal Bond Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which DSM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/, DIMARTINO JOSEPH S, and DISDIER A PAUL.

Which insider recently purchased DSM stock?

There have been 1 transaction(s) during the past 6-months in which BNY Mellon Strategic Municipal Bond Fund, Inc. insiders have bought stock, totalling 1894 shares

How much of DSM does insiders own?

Around 1.89K BNY Mellon Strategic Municipal Bond Fund, Inc. shares are held by insiders, which represents about 0% of DSM stock.

Who is the insider with the largest stake?

DSM 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. DSM shares owned by Saba total nearly 5.18 million.

Which institution holds the most shares in DSM?

NOBLE WEALTH MANAGEMENT PBC is the largest institutional owner in DSM which holds 61.33 thousand shares worth $368.61K or 0.12% of the total DSM shares outstanding followed by SAVVY ADVISORS, INC. with ownership of 62.22 thousand shares representing 0.13% of the DSM ownership. is the third largest stakeholder with 100.34 thousand shares or 0.2% of the ownership worth more than $603.04K.

Is BNY Mellon Strategic Municipal Bond Fund, Inc. 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 DSM is concerned, it is a stock which is not optionable.

Is there a short position on DSM's shares?

Number of DSM 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 DSM shares are there?

As of today, null shares of DSM are outstanding.

Is there many float in DSM 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, DSM has null shares in float.

DSM 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 DSM is null.

BNY Mellon Strategic Municipal Bond Fund (DSM) 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

0% Percentage of Shares held by All Insiders

62.33% Percentage of Shares held by All Institutions

62.33% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 62.33% of DSM shares are held by financial institutions. NOBLE WEALTH MANAGEMENT PBC is the top corporate investor, holding 61.33K shares valued at $368.61K. A 0.12% stake in BNY Mellon Strategic Municipal Bond Fund, Inc. is owned by the company. SAVVY ADVISORS, INC. owns 62.22K shares valued at $373.95K, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0.12%	61.33K	368.61K	-21.95K	-26.35%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.13%	62.22K	373.95K	62.22K	+100.00%
Mar 31, 2026		0.2%	100.34K	603.04K	0	0
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.07%	1.02M	6.14M	-217.91K	-17.58%
Mar 31, 2026	INTEGRATED CAPITAL MANAGEMENT, INC.	0.07%	33.25K	199.84K	-5.32K	-13.80%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.07%	33.8K	203.16K	33.8K	+100.00%
Mar 31, 2026	AVIANCE CAPITAL PARTNERS, LLC	0.07%	33.88K	203.64K	414	+1.24%
Mar 31, 2026	ARETE WEALTH ADVISORS, LLC	0.07%	34.07K	202.52K	-3.44K	-9.17%
Mar 31, 2026	CAMELOT PORTFOLIOS, LLC	0.07%	35.7K	214.55K	-2.47K	-6.48%
Mar 31, 2026	CATALINA CAPITAL GROUP, LLC	0.07%	36.5K	219.37K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.12%	61.46K	369.39K	735	+1.21%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.13%	62.44K	375.25K	14.83K	+31.14%
Mar 31, 2026	OPAL WEALTH ADVISORS, LLC	0.14%	69.46K	417.48K	-11.54K	-14.25%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.14%	70.37K	422.94K	70.37K	+100.00%
Mar 31, 2026	PALOGIC VALUE MANAGEMENT, L.P.	0.15%	72.03K	429.13K	18K	+33.32%
Mar 31, 2026	PFS PARTNERS, LLC	0.19%	91.92K	552.45K	1.13K	+1.25%
Mar 31, 2026	UBS GROUP AG	0.19%	92.52K	556.03K	-20.28K	-17.98%
Mar 31, 2026	CAPSTONE INVESTMENT ADVISORS, LLC	0.38%	187.56K	1.13M	0	0
Mar 31, 2026	MORGAN STANLEY	0.57%	281.33K	1.69M	-81K	-22.36%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.66%	328.33K	1.97M	-2.39K	-0.72%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	50.75K	304.98K	6.44K	+14.54%
Mar 31, 2026	NUVEEN, LLC	0.28%	136.1K	817.96K	0	0
Mar 31, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	0.86%	425.48K	2.57M	-161.9K	-27.56%
Mar 31, 2026	LPL FINANCIAL LLC	1.16%	573.73K	3.45M	-9.44K	-1.62%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.59%	786.37K	4.73M	397.86K	+102.41%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	1.9%	940.17K	5.65M	-11.1K	-1.17%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	4.27%	2.11M	12.68M	247.42K	+13.29%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	6.47%	3.2M	19.22M	-100.26K	-3.04%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.06%	30.46K	183.09K	-11.99K	-28.24%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.09%	42.86K	257.59K	0	0
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.24%	116.87K	702.4K	116.87K	+100.00%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.24%	119K	715.17K	-3.25K	-2.66%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.32%	159.4K	958K	0	0
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.33%	164.93K	991.24K	-176.16K	-51.65%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.84%	416.8K	2.51M	47.27K	+12.79%
Mar 31, 2026	ALMITAS CAPITAL LLC	1.87%	926.3K	5.57M	0	0
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.36%	1.66M	9.98M	824.77K	+98.70%
Mar 31, 2026	SABA CAPITAL MANAGEMENT, L.P.	10.48%	5.18M	31.13M	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.39%	192.08K	1.15M	-2.05K	-1.06%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.03%	12.52K	75K	-2.81K	-18.36%
Mar 31, 2026	JANE STREET GROUP, LLC	0.03%	12.55K	75.44K	-9.36K	-42.70%
Mar 31, 2026	BOKF, NA	0.03%	12.83K	77.11K	0	0
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	0.19%	92.77K	571.46K	0	0
Mar 31, 2026	FIERA CAPITAL CORP	0.54%	268.64K	1.61M	268.64K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.03%	13.05K	78.4K	-2.97K	-18.54%
Mar 31, 2026	LORD, ABBETT & CO. LLC	0.46%	224.96K	1.35M	24.96K	+12.48%
Mar 31, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.03%	15.25K	91.63K	0	0
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.09%	44.11K	265.11K	0	0
Mar 31, 2026	COHEN & STEERS, INC.	0.1%	50K	301K	0	0
Mar 31, 2026	INVESCO LTD.	0.21%	103.84K	624.1K	426	+0.41%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.22%	109.1K	655.7K	-13.9K	-11.30%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.34%	170.17K	1.02M	-2.91K	-1.68%
Mar 31, 2026	CJM WEALTH ADVISERS, LTD.	0.03%	15.64K	93.97K	192	+1.24%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.52%	256.34K	1.54M	-5.25K	-2.01%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.83%	407.94K	2.45M	3.32K	+0.82%
Mar 31, 2026	LEXAURUM ADVISORS, LLC	0.03%	17.23K	103.58K	17.23K	+100.00%
Mar 31, 2026	NOVAK & POWELL FINANCIAL SERVICES, INC.	0.04%	18.26K	109.71K	225	+1.25%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.04%	18.9K	113.57K	20	+0.11%
Mar 31, 2026	TRAUB CAPITAL MANAGEMENT LLC	0.05%	24.03K	144.43K	-13.78K	-36.44%
Mar 31, 2026	RANCH CAPITAL ADVISORS INC.	0.06%	29.22K	175.63K	66	+0.23%
Mar 31, 2026	BULLDOG INVESTORS, LLP	6.83%	3.37M	20.28M	65.85K	+1.99%
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.08%	38.76K	232.96K	0	0
Dec 31, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.08%	37.81K	233.29K	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.53%	261.59K	1.61M	-16.82K	-6.04%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.67%	330.71K	2.04M	-4.56K	-1.36%
Dec 31, 2025	MORGAN STANLEY	0.73%	362.33K	2.24M	-67.55K	-15.71%
Dec 31, 2025	NOVAK & POWELL FINANCIAL SERVICES, INC.	0.04%	18.03K	111.25K	18.03K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	18.88K	116.47K	240	+1.29%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	20.24K	124.86K	5.13K	+33.98%
Dec 31, 2025	JANE STREET GROUP, LLC	0.04%	21.91K	135.17M	11.69K	+114.46%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	25.72K	158.71K	-4.54K	-14.99%
Dec 31, 2025	RANCH CAPITAL ADVISORS INC.	0.06%	29.16K	179.89K	82	+0.28%
Dec 31, 2025	LPL FINANCIAL LLC	1.18%	583.17K	3.6M	-68.26K	-10.48%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	1.19%	587.37K	3.6M	587.37K	+100.00%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	3.77%	1.86M	11.49M	195.87K	+11.75%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.07%	33.47K	206.51K	187	+0.56%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.09%	42.45K	261.93K	5.83K	+15.93%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.09%	42.86K	264.45K	0	0
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.09%	44.11K	272.17K	0	0
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	44.31K	273.36K	44.31K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	47.61K	293.76K	-1.66K	-3.36%
Dec 31, 2025	GRIDIRON PARTNERS, LLC	0.1%	48.89K	301.66K	-318.9K	-86.71%
Dec 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.11%	54.03K	333.37K	5.56K	+11.46%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.15%	73.35K	452.59K	0	0
Dec 31, 2025	OPAL WEALTH ADVISORS, LLC	0.16%	81.01K	499.8K	81.01K	+100.00%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.17%	83.28K	513.83K	-850	-1.01%
Dec 31, 2025	INVESCO LTD.	0.21%	103.42K	638.08K	-2.13K	-2.02%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.32%	159.4K	983.5K	0	0
Dec 31, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.38%	187.56K	1.16M	0	0
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.75%	369.53K	2.28M	43.6K	+13.38%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	6.67%	3.3M	20.35M	-260.93K	-7.33%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.35%	173.09K	1.07M	-864	-0.50%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	194.13K	1.2M	-3.24K	-1.64%
Dec 31, 2025	LORD, ABBETT & CO. LLC	0.4%	200K	1.23M	200K	+100.00%
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	10.48%	5.18M	31.96M	26.85K	+0.52%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.51%	1.24M	7.65M	278.3K	+28.96%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.69%	835.59K	5.16M	-400.53K	-32.40%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.82%	404.63K	2.5M	4.69K	+1.17%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.79%	388.51K	2.4M	-240.51K	-38.24%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.02%	12.06K	74.39K	0	0
Dec 31, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.02%	12.1K	74.66K	0	0
Dec 31, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.02%	12.21K	75.36K	0	0
Dec 31, 2025	BOKF, NA	0.03%	12.83K	79.17K	12.83K	+100.00%
Dec 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.03%	15.25K	94.07K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	15.33K	95K	2.77K	+22.00%
Dec 31, 2025	CJM WEALTH ADVISERS, LTD.	0.03%	15.44K	95.28K	237	+1.56%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.03%	16.01K	98.81K	829	+5.46%
Dec 31, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	36.5K	225.21K	0	0
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.08%	37.5K	231K	-7.86K	-17.32%
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0.08%	38.17K	235.53K	38	+0.10%
Dec 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.08%	38.57K	238K	-730	-1.86%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.08%	38.76K	239.16K	0	0
Dec 31, 2025	COHEN & STEERS, INC.	0.1%	50K	309K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.12%	60.73K	374.69K	-6.5K	-9.67%
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.25%	122.25K	754.29K	-4.77K	-3.76%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.69%	341.09K	2.1M	2.51K	+0.74%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	1.92%	951.27K	5.87M	90.96K	+10.57%
Dec 31, 2025	ALMITAS CAPITAL LLC	1.87%	926.3K	5.72M	75.21K	+8.84%
Dec 31, 2025	BULLDOG INVESTORS, LLP	6.69%	3.31M	20.41M	683.65K	+26.05%
Dec 31, 2025	PFS PARTNERS, LLC	0.18%	90.79K	560.18K	1.39K	+1.55%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.19%	92.77K	561.26K	0	0
Dec 31, 2025		0.2%	100.34K	619.09K	100.34K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.23%	112.79K	695.93K	1.46K	+1.31%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.25%	123.01K	758.94K	-4.08K	-3.21%
Dec 31, 2025	NUVEEN, LLC	0.28%	136.1K	839.73K	0	0
Dec 31, 2025	RIVERBRIDGE PARTNERS LLC	0.48%	237.54K	1.47M	72.95K	+44.33%
Sep 30, 2025	ADVISOR OS, LLC	0.03%	16.34K	96.74K	-5.2K	-24.14%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	197.36K	1.17M	1.35K	+0.69%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.56%	278.4K	1.65M	-1.44K	-0.52%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.66%	325.94K	1.93M	-12.99K	-3.83%
Sep 30, 2025	WHITEBOX ADVISORS LLC	0.68%	335.22K	1.98M	-43.78K	-11.55%
Sep 30, 2025		0.02%	10.5K	62.16K	0	0
Sep 30, 2025	SMITH, MOORE & CO.	0.02%	10K	59.2K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.02%	10K	59.2K	0	0
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.02%	8.19K	48.49K	8.19K	+100.00%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.08%	39.3K	232.67K	-766	-1.91%
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.07%	33.28K	197.03K	-4.21K	-11.23%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.12%	61.18K	362.17K	162	+0.27%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	49.27K	291.67K	79	+0.16%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	48.48K	286.97K	0	0
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.26%	127.08K	752.33K	-3.37K	-2.58%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.19%	92.77K	551.05K	0	0
Sep 30, 2025	PFS PARTNERS, LLC	0.18%	89.4K	529.27K	734	+0.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.15%	73.35K	434.25K	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.68%	335.27K	1.98M	-5.34K	-1.57%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.69%	338.58K	2M	-27.48K	-7.51%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.17%	84.13K	498.04K	84.13K	+100.00%
Sep 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.08%	37.81K	223.84K	-15.22K	-28.70%
Sep 30, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	36.5K	216.08K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.09%	42.86K	253.73K	0	0
Sep 30, 2025	GRIDIRON PARTNERS, LLC	0.74%	367.79K	289.44K	318.9K	+652.26%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.81%	399.93K	2.37M	-51.2K	-11.35%
Sep 30, 2025	MORGAN STANLEY	0.87%	429.88K	2.54M	35.16K	+8.91%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.27%	629.02K	3.72M	-413.67K	-39.67%
Sep 30, 2025	LPL FINANCIAL LLC	1.32%	651.43K	3.86M	1.27K	+0.20%
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.26%	127.02K	751.98K	-29.94K	-19.08%
Sep 30, 2025	CJM WEALTH ADVISERS, LTD.	0.03%	15.21K	90.02K	125	+0.83%
Sep 30, 2025	INVESCO LTD.	0.21%	105.55K	624.86K	-31.62K	-23.05%
Sep 30, 2025	UBS GROUP AG	0.23%	111.34K	659.1K	-44	-0.04%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	13.74K	81K	-2.53K	-15.56%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.09%	44.11K	261.14K	0	0
Sep 30, 2025	COHEN & STEERS, INC.	0.1%	50K	296K	10K	+25.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	12.57K	74K	-6.64K	-34.57%
Sep 30, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.02%	12.21K	72.31K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.14%	67.23K	398K	5.88K	+9.58%
Sep 30, 2025	ALMITAS CAPITAL LLC	1.72%	851.09K	5.04M	0	0
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.94%	961.12K	5.69M	251.17K	+35.38%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	3.37%	1.67M	9.87M	1.17M	+234.09%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	7.2%	3.56M	21.07M	73.31K	+2.10%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	36.62K	216.78K	-1.81K	-4.70%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	37.34K	221.05K	0	0
Sep 30, 2025	SAVVY ADVISORS, INC.	0.15%	72.06K	426.59K	-11.47K	-13.73%
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.02%	12.1K	71.63K	12.1K	+100.00%
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	10.42%	5.15M	30.5M	0	0
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.09%	45.36K	269K	-885	-1.91%
Sep 30, 2025	CAMELOT PORTFOLIOS, LLC	0.08%	38.14K	225.76K	-3.72K	-8.89%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	30.26K	172.65K	13	+0.04%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.05%	23.59K	139.67K	0	0
Sep 30, 2025	LEE FINANCIAL CO	0.06%	29K	172.35K	29K	+100.00%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.08%	38.76K	229.47K	0	0
Sep 30, 2025	RANCH CAPITAL ADVISORS INC.	0.06%	29.07K	172.12K	43	+0.15%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.02%	12.06K	71.38K	1.55K	+14.75%
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.03%	15.25K	90.26K	0	0
Sep 30, 2025	NUVEEN, LLC	0.28%	136.1K	805.71K	0	0
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.32%	159.4K	943.65K	-25K	-13.56%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.33%	164.59K	974.35K	4.61K	+2.88%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.35%	173.95K	1.03M	-499	-0.29%
Sep 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.38%	187.56K	1.11M	0	0
Sep 30, 2025	KARPUS MANAGEMENT, INC.	1.74%	860.31K	5.09M	3.91K	+0.46%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.5%	1.24M	7.32M	-262.24K	-17.50%
Sep 30, 2025	BULLDOG INVESTORS, LLP	5.31%	2.62M	15.54M	27.81K	+1.07%
Sep 30, 2025	MATISSE CAPITAL	0.04%	19.35K	114.56K	-13.28K	-40.69%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.04%	18.3K	108K	0	0
Sep 30, 2025	LEXAURUM ADVISORS, LLC	0.03%	17.23K	102.03K	0	0
Jun 30, 2025	RANCH CAPITAL ADVISORS INC.	0.06%	29.03K	162.57K	-2.7K	-8.49%
Jun 30, 2025	MORGAN STANLEY	0.8%	394.72K	2.21M	-50.46K	-11.34%
Jun 30, 2025	INVESCO LTD.	0.28%	137.17K	768.17K	95.77K	+231.30%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.15%	73.35K	410.78K	72.41K	+7,654.02%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	62.39K	349.39K	-511	-0.81%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.12%	61.02K	341.69K	-502	-0.82%
Jun 30, 2025		0.11%	53.03K	296.96K	53.03K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	49.19K	275.46K	1.67K	+3.52%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.09%	44.11K	247.02K	0	0
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.08%	41.85K	234.38K	2.89K	+7.43%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.08%	40.49K	226.72K	0	0
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.08%	40.07K	224.38K	6.78K	+20.35%
Jun 30, 2025	COHEN & STEERS, INC.	0.08%	40K	224K	40K	+100.00%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.08%	38.76K	217.07K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	38.42K	215.17K	-80.18K	-67.60%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	67.79K	379.62K	712	+1.06%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.1%	48.89K	273.79K	0	0
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	48.48K	271.46K	0	0
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.09%	46.25K	259K	-1.99K	-4.13%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.09%	42.86K	240.02K	14.63K	+51.82%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	61.35K	343.57K	622	+1.02%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	16.14K	90.36K	-6.66K	-29.21%
Jun 30, 2025	CJM WEALTH ADVISERS, LTD.	0.03%	15.08K	84.46K	159	+1.07%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	13.06K	73K	1.63K	+14.24%
Jun 30, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.02%	12.21K	68.4K	0	0
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.02%	10.51K	58.84K	-1.79K	-14.58%
Jun 30, 2025	SMITH, MOORE & CO.	0.02%	10K	56K	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0.02%	10K	56K	10K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	6.02K	33.73K	0	0
Jun 30, 2025	EASTERN BANK	0.01%	3.44K	19.27K	0	0
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0%	1.5K	8.4K	0	0
Jun 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0%	1.45K	8.1K	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0%	551	3.09K	551	+100.00%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-34.01K	-100.00%
Jun 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.03%	15.25K	85.38K	0	0
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.03%	1.5M	8.39M	-17.51K	-1.16%
Jun 30, 2025	ALMITAS CAPITAL LLC	1.72%	851.09K	4.77M	0	0
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.44%	709.94K	3.98M	-172.42K	-19.54%
Jun 30, 2025	LPL FINANCIAL LLC	1.32%	650.16K	3.64M	-61.94K	-8.70%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.01%	498.83K	2.79M	26.46K	+5.60%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.91%	451.13K	2.53M	-212.24K	-31.99%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.17%	83.53K	467.77K	-2.99K	-3.46%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	37.34K	209.1K	3.54K	+10.46%
Jun 30, 2025	CATALINA CAPITAL GROUP, LLC	0.07%	36.5K	204.4K	36.5K	+100.00%
Jun 30, 2025	MATISSE CAPITAL	0.07%	32.63K	182.73K	0	0
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.05%	23.59K	132.12K	0	0
Jun 30, 2025	ADVISOR OS, LLC	0.04%	21.54K	120.63K	-3.39K	-13.59%
Jun 30, 2025	CAPITAL MARKET STRATEGIES LLC	0.04%	19.7K	110.32K	1K	+5.35%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	18.67K	104.56K	160	+0.86%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.04%	18.3K	102K	-675	-3.56%
Jun 30, 2025	NOVAK & POWELL FINANCIAL SERVICES, INC.	0.04%	17.61K	98.61K	220	+1.27%
Jun 30, 2025	LEXAURUM ADVISORS, LLC	0.03%	17.23K	96.51K	0	0
Jun 30, 2025	WHITEBOX ADVISORS LLC	0.77%	378.99K	2.12M	-377.81K	-49.92%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.74%	366.05K	2.05M	238.33K	+186.60%
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	10.42%	5.15M	28.85M	902.04K	+21.22%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	7.05%	3.49M	19.52M	368.86K	+11.83%
Jun 30, 2025	BULLDOG INVESTORS, LLP	5.25%	2.6M	14.54M	69.2K	+2.74%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.11%	1.04M	5.84M	-92.32K	-8.13%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	1.73%	856.4K	4.8M	830.61K	+3,220.29%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.69%	340.61K	1.91M	-12.47K	-3.53%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.35%	174.45K	977K	15.34K	+9.64%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.32%	159.97K	895.85K	6.86K	+4.48%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.32%	156.97K	879.01K	-15.02K	-8.73%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.26%	130.45K	730.52K	4.22K	+3.34%
Jun 30, 2025	UBS GROUP AG	0.23%	111.38K	623.72K	-626	-0.56%
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0.19%	92.77K	509.31K	0	0
Jun 30, 2025	PFS PARTNERS, LLC	0.18%	88.67K	496.55K	931	+1.06%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.69%	338.92K	1.9M	2.63K	+0.78%
Jun 30, 2025	LOGAN STONE CAPITAL, LLC	0.6%	294.87K	1.65M	-82.41K	-21.84%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.57%	279.85K	1.57M	-10.4K	-3.58%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	196.01K	1.1M	20.86K	+11.91%
Jun 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.38%	187.56K	1.05M	0	0
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.37%	184.4K	1.03M	0	0
Jun 30, 2025	NUVEEN, LLC	0.28%	136.1K	762.15K	-192.05K	-58.53%
Jun 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.11%	53.03K	296.96K	53.03K	+100.00%
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.08%	37.49K	209.95K	7.32K	+24.26%
Mar 31, 2025	AQR ARBITRAGE LLC	0.14%	66.82K	385.53K	-123.8K	-64.95%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.24%	118.6K	684.32K	-9.36K	-7.31%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.26%	126.24K	728.38K	-5.29K	-4.02%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	34.99K	201.87K	-1.61K	-4.41%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.08%	38.65K	223K	-7.71K	-16.63%
Mar 31, 2025	INVESCO LTD.	0.08%	41.41K	238.91K	2.09K	+5.33%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.09%	44.11K	254.52K	0	0
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.32%	159.11K	918K	-2.95K	-1.82%
Mar 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.35%	171.99K	992.36K	24.34K	+16.49%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	175.15K	1.01M	1.13K	+0.65%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.37%	184.4K	1.06M	0	0
Mar 31, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.38%	187.56K	1.08M	37.97K	+25.38%
Mar 31, 2025	CITADEL ADVISORS LLC	0.1%	48.33K	278.89K	34.64K	+252.83%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.09%	46.58K	268.77K	11.7K	+33.54%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.26%	127.72K	736.97K	20.45K	+19.06%
Mar 31, 2025	RIVERBRIDGE PARTNERS LLC	0.31%	153.11K	883.46K	23.93K	+18.53%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.59%	290.24K	1.67M	-10.36K	-3.45%
Mar 31, 2025		0.28%	135.98K	784.59K	-5.65K	-3.99%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.68%	336.29K	1.94M	-83.54K	-19.90%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.71%	353.09K	2.04M	102.24K	+40.76%
Mar 31, 2025	LOGAN STONE CAPITAL, LLC	0.76%	377.28K	2.18M	-24.25K	-6.04%
Mar 31, 2025	MORGAN STANLEY	0.9%	445.18K	2.57M	-163.48K	-26.86%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.07%	33.8K	195.05K	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	67.08K	387.04K	611	+0.92%
Mar 31, 2025	SAVVY ADVISORS, INC.	0.17%	86.52K	499.24K	9.12K	+11.78%
Mar 31, 2025	PFS PARTNERS, LLC	0.18%	87.74K	506.26K	799	+0.92%
Mar 31, 2025	BRIDGEWATER ADVISORS INC.	0.19%	92.77K	519.51K	25K	+36.89%
Mar 31, 2025	UBS GROUP AG	0.23%	112.01K	646.27K	-5.05K	-4.32%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.12%	61.52K	354.96K	-1	0.00%
Mar 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	48.48K	279.7K	9.2K	+23.43%
Mar 31, 2025	GRIDIRON PARTNERS, LLC	0.1%	48.89K	282.1K	0	0
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.96%	472.36K	2.73M	-45.08K	-8.71%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.34%	663.38K	3.83M	132.26K	+24.90%
Mar 31, 2025	LPL FINANCIAL LLC	1.44%	712.1K	4.11M	48.15K	+7.25%
Mar 31, 2025	WHITEBOX ADVISORS LLC	1.53%	756.8K	4.37M	136.85K	+22.08%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.79%	882.36K	5.09M	-26.76K	-2.94%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.07%	1.52M	8.75M	-19.12K	-1.25%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.1%	48.24K	278K	1.31K	+2.80%
Mar 31, 2025	BULLDOG INVESTORS, LLP	5.11%	2.53M	14.58M	426.07K	+20.28%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.12%	60.73K	350.41K	-1.47K	-2.36%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	6.31%	3.12M	18.5M	643.23K	+26.00%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	8.6%	4.25M	24.53M	122.97K	+2.98%
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.08%	38.76K	212.42K	0	0
Mar 31, 2025	CAMELOT PORTFOLIOS, LLC	0.08%	38.96K	224.8K	13.09K	+50.59%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.13%	62.9K	362.94K	-3.33K	-5.02%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.07%	34.01K	196.22K	3.5K	+11.47%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.08%	40.49K	233.6K	0	0
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	2.3%	1.14M	6.55M	-9.78K	-0.85%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	47.52K	274.16K	-11.53K	-19.52%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.43%	211.19K	1.24M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.44%	217.14K	1.27M	-1.18K	-0.54%
Mar 31, 2024	ADVISOR OS, LLC	0.04%	19.01K	111.41K	470	+2.53%
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	0.04%	20.25K	118.64K	8.92K	+78.80%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.05%	23.91K	140.08K	21.58K	+928.17%
Mar 31, 2024	RELYEA ZUCKERBERG HANSON LLC	0.05%	23.95K	140.36K	0	0
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.05%	24.01K	141K	171	+0.72%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.05%	25.79K	151.15K	0	0
Mar 31, 2024	PROVISE MANAGEMENT GROUP, LLC	0.05%	25.87K	151.42K	1.5K	+6.16%
Mar 31, 2024	CAMELOT PORTFOLIOS, LLC	0.05%	26.75K	156.75K	-16.39K	-37.99%
Mar 31, 2024	INTEGRATED CAPITAL MANAGEMENT, INC.	0.06%	27.57K	161.57K	168	+0.61%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.04%	21.86K	128.11K	-10.02K	-31.43%
Mar 31, 2024	ALMITAS CAPITAL LLC	0.46%	229.21K	1.34M	91.01K	+65.86%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.64%	314.79K	1.84M	11.6K	+3.83%
Mar 31, 2024	LPL FINANCIAL LLC	0.83%	412.61K	2.42M	-27.77K	-6.31%
Mar 31, 2024	UBS GROUP AG	0.84%	417.3K	2.45M	-4.23K	-1.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.87%	428.95K	2.51M	52.37K	+13.91%
Mar 31, 2024	BULLDOG INVESTORS, LLP	0.96%	474.12K	2.78M	5.19K	+1.11%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	1.07%	527.26K	3.09M	43.27K	+8.94%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.73%	855.1K	5.01M	-99.88K	-10.46%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	2.12%	1.05M	6.14M	270.61K	+34.79%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	2.79%	1.38M	8.09M	-6.61K	-0.48%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.06%	28.23K	165.43K	1.72K	+6.49%
Mar 31, 2024	KINGSWOOD WEALTH ADVISORS, LLC	0.06%	31K	181.66K	16.8K	+118.31%
Mar 31, 2024	RANCH CAPITAL ADVISORS INC.	0.06%	31.59K	185.11K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	40.64K	238.18K	-688	-1.66%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.1%	48.89K	286.5K	0	0
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	0.11%	56.74K	332.48K	17.72K	+45.40%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.12%	58.14K	340.71K	7.44K	+14.66%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.13%	65.22K	382.19K	40.88K	+167.91%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.14%	68.95K	404.05K	13.21K	+23.71%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	72.89K	427.15K	461	+0.64%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.16%	77.11K	451.86K	-52.2K	-40.37%
Mar 31, 2024	ACKERMAN CAPITAL ADVISORS, LLC	0.16%	78.64K	460.84K	-1.8K	-2.23%
Mar 31, 2024	PFS PARTNERS, LLC	0.17%	84.59K	495.71K	793	+0.95%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.17%	85.84K	503K	7.53K	+9.62%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.18%	86.96K	505.26M	70	+0.08%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.18%	90.3K	529.14K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.2%	99.57K	583.48K	-1.59K	-1.57%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	0.2%	101.11K	592.48K	-1.98K	-1.92%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.23%	111.28K	652.1K	-28.69K	-20.50%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.27%	134.37K	787.43K	-535.29K	-79.93%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.33%	161.42K	946K	103	+0.06%
Mar 31, 2024	AQR ARBITRAGE LLC	0.95%	468.42K	2.74M	-18.89K	-3.88%
Mar 31, 2024	MORGAN STANLEY	1.24%	614.8K	3.6M	4.32K	+0.71%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	1.88%	931.51K	5.46M	-33.29K	-3.45%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.01%	1.49M	8.72M	171.45K	+13.03%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	6.23%	3.08M	18.06M	562.43K	+22.33%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.07%	32.25K	188.97K	3.22K	+11.10%
Mar 31, 2024	MATISSE CAPITAL	0.07%	32.63K	191.21K	32.63K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	32.96K	193K	-14.64K	-30.76%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.07%	35.36K	207.2K	19	+0.05%
Mar 31, 2024	ARKOS GLOBAL ADVISORS	0.07%	36K	211K	0	0
Mar 31, 2024	NOMURA HOLDINGS INC	0.08%	38.2K	223.85K	20.5K	+115.82%
Mar 31, 2024	CAPITAL MARKET STRATEGIES LLC	0.08%	38.66K	226.54K	0	0
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.08%	38.76K	227.15K	0	0
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.08%	39.27K	230.15K	39.27K	+100.00%
Mar 31, 2024	BRIDGEWATER ADVISORS INC.	0.16%	77.23K	452.54K	0	0
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.33%	164.15K	929.9K	164.15K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.35%	173.28K	1.02M	10.73K	+6.60%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.46%	218.32K	1.25M	3.55K	+1.65%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.64%	303.19K	1.73M	16.72K	+5.84%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.79%	376.58K	2.15M	48.26K	+14.70%
Dec 31, 2023	UBS GROUP AG	0.88%	421.53K	2.41M	37.95K	+9.89%
Dec 31, 2023	LPL FINANCIAL LLC	0.92%	440.39K	2.51M	91.16K	+26.11%
Dec 31, 2023	BULLDOG INVESTORS, LLP	0.98%	468.93K	2.68M	51.97K	+12.46%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.02%	483.99K	2.76M	-22.19K	-4.38%
Dec 31, 2023	AQR ARBITRAGE LLC	1.02%	487.3K	2.78M	9.91K	+2.08%
Dec 31, 2023	MORGAN STANLEY	1.28%	610.48K	3.49M	-955.6K	-61.02%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.41%	669.67K	3.82M	-592.87K	-46.96%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	1.63%	777.87K	4.44M	233.98K	+43.02%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2%	954.99K	5.45M	-124.57K	-11.54%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	2.03%	964.8K	5.51M	182.07K	+23.26%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.76%	1.32M	7.52M	94.56K	+7.74%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	5.29%	2.52M	14.38M	1.54M	+158.14%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.06%	29.03K	165.74K	146	+0.51%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.06%	30.93K	173.08K	-16.13K	-34.27%
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.07%	31.45K	179.55K	31.45K	+100.00%
Dec 31, 2023	RANCH CAPITAL ADVISORS INC.	0.07%	31.59K	180.37K	-5.03K	-13.73%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.07%	31.88K	182.03K	31.88K	+100.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.07%	35.34K	201.79K	21	+0.06%
Dec 31, 2023	ARKOS GLOBAL ADVISORS	0.08%	36K	206K	18K	+100.00%
Dec 31, 2023	CAPITAL MARKET STRATEGIES LLC	0.08%	38.66K	220.74K	-5K	-11.45%
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.08%	38.76K	221.33K	0	0
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	0.08%	39.02K	222.8K	39.02K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.09%	41.33K	236.01K	-2.63K	-5.97%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.09%	42.56K	242.99K	3.62K	+9.30%
Dec 31, 2023	CAMELOT PORTFOLIOS, LLC	0.09%	43.14K	246.31K	13.1K	+43.61%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	47.6K	272K	6.67K	+16.28%
Dec 31, 2023	INVESCO LTD.	0.1%	48.88K	279.12K	-56.2K	-53.48%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.1%	49.89K	277K	5.47K	+12.31%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.11%	50.71K	289.54K	-2.03K	-3.85%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.12%	55.74K	318.26K	-20.69K	-27.07%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	72.43K	413.59K	998	+1.40%
Dec 31, 2023	BRIDGEWATER ADVISORS INC.	0.16%	77.23K	440.96K	77.23K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.16%	78.31K	447K	-6.47K	-7.63%
Dec 31, 2023	ACKERMAN CAPITAL ADVISORS, LLC	0.17%	80.44K	459.31K	16.78K	+26.35%
Dec 31, 2023		0.1%	48.89K	279.17K	48.89K	+100.00%
Dec 31, 2023	RMB CAPITAL MANAGEMENT, LLC	0.19%	90.3K	515.59K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	101.15K	577.59K	-3.94K	-3.75%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	0.22%	103.08K	588.61K	1.06K	+1.04%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.27%	129.31K	738.35K	-4.3K	-3.22%
Dec 31, 2023	ALMITAS CAPITAL LLC	0.29%	138.2K	789.11K	122.17K	+762.44%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.29%	139.97K	799.25K	98.96K	+241.31%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.34%	161.32K	921K	9.59K	+6.32%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.34%	162.55K	928.17K	71.51K	+78.55%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.44%	211.19K	1.21M	211.19K	+100.00%

Insiders

Among the DSM insiders holding of 0% of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 5.18M. BANK OF AMERICA CORP /DE/, 10 percent owner, is the second largest DSM insider with ownership of 14.49K shares. DISDIER A PAUL, , stands third with possession of 2.5K shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	5.18M
BANK OF AMERICA CORP /DE/	10 percent owner	14.49K
DISDIER A PAUL		2.5K
SKAPYAK BRADLEY J	director	1.89K
COMERICA BANK	10 percent owner	1.01K
DIMARTINO JOSEPH S	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 08, 2026	SKAPYAK BRADLEY J	PURCHASE	6.09	1.89K	11.53K	1.89K
Nov 28, 2025	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.90	27.88K	164.46K	5.18M
Jun 26, 2025	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.55	6.35K	35.24K	5.15M
Apr 15, 2025	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.48	5.27K	28.86K	5.15M
Mar 24, 2023	BANK OF AMERICA CORP /DE/	SALE	5.67	100	567	14.49K
Mar 23, 2023	BANK OF AMERICA CORP /DE/	PURCHASE	5.65	18K	101.68K	18K
Feb 04, 2022	BANK OF AMERICA CORP /DE/	PURCHASE	7.44	25	186	0
Feb 03, 2020	BANK OF AMERICA CORP /DE/	SALE	8.13	50	406.5	0
Jan 28, 2020	BANK OF AMERICA CORP /DE/	PURCHASE	8.10	1K	8.1K	1K
Nov 05, 2019	BANK OF AMERICA CORP /DE/	PURCHASE	8.52	2.81K	23.91K	0
Nov 04, 2019	BANK OF AMERICA CORP /DE/	SALE	8.43	2.81K	23.68K	0
Mar 19, 2010	BANK OF AMERICA CORP /DE/	SALE	7.89	180	1.42K	0
Dec 12, 2008	COMERICA BANK	PURCHASE	25000.00	36	900K	1.01K
Dec 10, 2008	COMERICA BANK	PURCHASE	25000.00	16	400K	974
Dec 03, 2008	COMERICA BANK	PURCHASE	25000.00	3	75K	958
Nov 26, 2008	COMERICA BANK	PURCHASE	25000.00	1	25K	955
Nov 12, 2008	COMERICA BANK	PURCHASE	25000.00	12	300K	954
Nov 10, 2008	COMERICA BANK	PURCHASE	25000.00	40	1M	942
Feb 16, 2005	DIMARTINO JOSEPH S	SALE	8.51	2.5K	21.28K	0
Jan 26, 2005	DISDIER A PAUL	SALE	8.71	2K	17.42K	2.5K
Jan 13, 2005	DIMARTINO JOSEPH S	SALE	8.62	2.5K	21.55K	2.5K
Nov 19, 2004	DIMARTINO JOSEPH S	SALE	8.36	5K	41.8K	5K
Jun 28, 2004	DIMARTINO JOSEPH S	SALE	8.00	2K	16K	10K
Sep 16, 2003	DIMARTINO JOSEPH S	SALE	8.55	700	5.99K	12K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1.89K1

SALES00

NET SHARES1.89K1

SHARES HELD1.89K1

% NET SHARES0%0%

Frequently Asked Questions