How many institutions own EMO 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 EMO shares is 123, representing 29.93% of the company's common stock.

Who are the major shareholders selling ClearBridge Energy Midstream Opportunity Fund Inc stock?

COMERICA BANK, in the last quarter, reduced its stake in EMO by -0.08% restricting it's holding to 8.85 thousand shares of worth nearly $395.00K. D.A. DAVIDSON & CO. also lessened -11.87% of the EMO shares from its portfolio, reducing its holding to 10.75 thousand shares of worth $480.20K. FUTURE FINANCIAL WEALTH MANAGMENT LLC also shunned EMO shares holding by -27.65% last quarter which brought its holding to 15.82 thousand shares worth $739.36K.

Investors who are buying EMO stock?

As per its latest 13F filing, PFG INVESTMENTS, LLC increased its stake in EMO by 31.65% in the last quarter. The institutional holder raised its holding to 10.07 thousand shares having worth more than $449.38K. CETERA INVESTMENT ADVISERS also added 13.51% more shares of EMO to its portfolio, raising its holding to 10.59 thousand shares of worth $472.60K. also increased its EMO shares holding by 100% which brought its holding to 12.08 thousand shares worth $539.52K.

EMO's major insiders: who are they?

The insider with the most stakes in EMO is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, EMO stock is highly held by director PRUDENTIAL FINANCIAL INC and See Remarks Corebridge Financial, Inc. among others.

Did an insider recently sell EMO stock?

Company executives, directors, and other insiders own 0.22% percent of ClearBridge Energy Midstream Opportunity Fund Inc's stock. Within the last six months, there have been 0 transaction(s) in which EMO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include COREBRIDGE FINANCIAL, INC., FRANKLIN RESOURCES INC, and EADES CHRIS.

Which insider recently purchased EMO stock?

There have been 1 transaction(s) during the past 6-months in which ClearBridge Energy Midstream Opportunity Fund Inc insiders have bought stock, totalling 385 shares

How much of EMO does insiders own?

Around 1.54K ClearBridge Energy Midstream Opportunity Fund Inc shares are held by insiders, which represents about 0.22% of EMO stock.

Who is the insider with the largest stake?

EMO 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. EMO shares owned by Saba total nearly 3.01 million.

Which institution holds the most shares in EMO?

COMERICA BANK is the largest institutional owner in EMO which holds 8.85 thousand shares worth $395.00K or 0.04% of the total EMO shares outstanding followed by PFG INVESTMENTS, LLC with ownership of 10.07 thousand shares representing 0.05% of the EMO ownership. RITHOLTZ WEALTH MANAGEMENT is the third largest stakeholder with 10.07 thousand shares or 0.05% of the ownership worth more than $449.58K.

Is ClearBridge Energy Midstream Opportunity 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 EMO is concerned, it is a stock which is not optionable.

Is there a short position on EMO's shares?

Number of EMO 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 EMO shares are there?

As of today, null shares of EMO are outstanding.

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

EMO 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 EMO is null.

ClearBridge Energy Midstream Opportunity Fund (EMO) 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

0.22% Percentage of Shares held by All Insiders

29.93% Percentage of Shares held by All Institutions

30% Percentage of Float held by Institutions

123

Number of Institutions Holding Shares

Institutional Ownership

About 29.93% of EMO shares are held by financial institutions. COMERICA BANK is the top corporate investor, holding 8.85K shares valued at $395.00K. A 0.04% stake in ClearBridge Energy Midstream Opportunity Fund Inc is owned by the company. PFG INVESTMENTS, LLC owns 10.07K shares valued at $449.38K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	COMERICA BANK	0.04%	8.85K	395K	-7	-0.08%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.05%	10.07K	449.38K	2.42K	+31.65%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.05%	10.07K	449.58K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.05%	10.59K	472.6K	1.26K	+13.51%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.05%	10.75K	480.2K	-1.45K	-11.87%
Dec 31, 2025		0.06%	12.08K	539.52K	12.08K	+100.00%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.06%	12.49K	557.68K	253	+2.07%
Dec 31, 2025	JPMORGAN CHASE & CO	0.07%	13.08K	584.16K	1.06K	+8.82%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.07%	13.2K	589K	3.02K	+29.68%
Dec 31, 2025	ICON WEALTH ADVISORS, LLC	0.07%	14.19K	633.65K	36	+0.25%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.07%	14.36K	641K	6.06K	+73.05%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.07%	14.99K	669.26K	440	+3.02%
Dec 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.08%	15.82K	739.36K	-6.05K	-27.65%
Dec 31, 2025	STEPHENS INC /AR/	0.09%	18.03K	804.91K	3.16K	+21.21%
Dec 31, 2025	M&T BANK CORP	0.09%	18.91K	844.47K	0	0
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.1%	19.29K	861.08K	8.69K	+82.02%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	27.36K	1.21M	50	+0.18%
Dec 31, 2025	QUARRY LP	0.18%	35.24K	1.57M	19.74K	+127.35%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.2%	39.46K	1.76M	57	+0.14%
Dec 31, 2025	LPL FINANCIAL LLC	0.24%	48.48K	2.16M	641	+1.34%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.24%	48.98K	2.19M	43.8K	+845.40%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	50.37K	2.25M	7.24K	+16.78%
Dec 31, 2025	TERRIL BROTHERS, INC.	0.26%	51.05K	2.28M	28.32K	+124.64%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	58.2K	2.6M	-2.29K	-3.78%
Dec 31, 2025	OXBOW ADVISORS, LLC	0.29%	58.48K	2.61M	6.68K	+12.89%
Dec 31, 2025	CERITY PARTNERS LLC	0.07%	13.7K	611.62K	-250	-1.79%
Dec 31, 2025	NOMURA HOLDINGS INC	0.2%	40.49K	1.81M	-117.24K	-74.33%
Dec 31, 2025	ROYAL BANK OF CANADA	1.34%	268.16K	11.97M	43.42K	+19.32%
Dec 31, 2025	ARGENTARII, LLC	0.05%	9.07K	404.78K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.07%	214.87K	9.59B	-13.53K	-5.92%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	1.53%	305.43K	13.64B	305.43K	+100.00%
Dec 31, 2025	HICKORY POINT BANK & TRUST	0.03%	6.9K	308.09K	6.9K	+100.00%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.04%	7.11K	317.46K	-750	-9.54%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	7.9K	352.72K	387	+5.15%
Dec 31, 2025	OPPENHEIMER & CO INC	0.04%	7.9K	352.78K	7.9K	+100.00%
Dec 31, 2025	DAVENPORT & CO LLC	0.04%	8.32K	371.44K	-6.53K	-43.96%
Dec 31, 2025	XML FINANCIAL, LLC	0.04%	8.47K	377.99K	961	+12.80%
Dec 31, 2025	IFP ADVISORS, INC	0.12%	24.31K	1.09M	33	+0.14%
Dec 31, 2025	YAKIRA CAPITAL MANAGEMENT, INC.	0.13%	25.64K	1.14M	-94.96K	-78.74%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.13%	26.83K	1.2M	-365	-1.34%
Dec 31, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.37%	73.91K	3.3M	19.9K	+36.85%
Dec 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.42%	84.28K	3.75M	84.28K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.48%	96.23K	4.3M	3.31K	+3.56%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.54%	108.24K	4.83M	-1.02K	-0.93%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.63%	125.08K	5.58M	13.53K	+12.13%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.72%	143.41K	6.4M	13.31K	+10.23%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.1%	220.21K	9.83M	-36.8K	-14.32%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.3%	261.13K	11.66M	-32.22K	-10.98%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	3.89%	777.69K	34.72M	738.48K	+1,883.29%
Dec 31, 2025	MORGAN STANLEY	6.56%	1.31M	58.6M	83.31K	+6.78%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.05%	9.22K	411.76K	0	0
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.05%	9.52K	425K	-35	-0.37%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	9.55K	426.28K	-80	-0.83%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.05%	9.8K	437.7K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	9.96K	445K	749	+8.14%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	10.05K	448.56K	262	+2.68%
Sep 30, 2025	LPL FINANCIAL LLC	0.26%	47.84K	2.15M	279	+0.59%
Sep 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.1%	19.07K	856.76K	0	0
Sep 30, 2025	CALAMOS ADVISORS LLC	0.05%	8.3K	372.66K	-3.48K	-29.55%
Sep 30, 2025	COMERICA BANK	0.05%	8.85K	397.7K	6	+0.07%
Sep 30, 2025	ARGENTARII, LLC	0.05%	9.07K	407.23K	1	+0.01%
Sep 30, 2025	QUARRY LP	0.09%	15.5K	696.26K	15.5K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.27%	49.15K	2.21M	-8.92K	-15.36%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	9.21K	414K	1.3K	+16.49%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	9.33K	418.92K	121	+1.31%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.06%	10.6K	475.93K	0	0
Sep 30, 2025	NORTH GROUND CAPITAL	0.09%	16.45K	738.75K	2.72K	+19.83%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	39.41K	1.77M	53	+0.13%
Sep 30, 2025	JPMORGAN CHASE & CO	0.07%	12.02K	540.07K	89	+0.75%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	43.13K	1.94M	-607.84K	-93.37%
Sep 30, 2025	OXBOW ADVISORS, LLC	0.28%	51.81K	2.33M	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.05%	9.8K	440.35K	0	0
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.15%	27.19K	1.22M	-2.64K	-8.86%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.22%	39.21K	1.76M	39.21K	+100.00%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.26%	47K	2.11M	47K	+100.00%
Sep 30, 2025	NOMURA HOLDINGS INC	0.87%	157.73K	7.09M	157.73K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.13%	24.28K	1.09M	-1.53K	-5.93%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.06%	10.07K	452.3K	0	0
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.06%	10.18K	457K	-1.14K	-10.06%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.07%	12.2K	548.15K	-177	-1.43%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.07%	12.24K	549.69K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.08%	13.95K	626.54K	883	+6.76%
Sep 30, 2025	ROYAL BANK OF CANADA	1.24%	224.74K	10.1M	14.58K	+6.94%
Sep 30, 2025	UBS GROUP AG	0.51%	92.92K	4.17M	-7.38K	-7.36%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.6%	109.26K	4.91M	-4.27K	-3.76%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.05%	9.22K	414.25K	0	0
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.05%	9.56K	429K	-160	-1.65%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	9.63K	432.45K	77	+0.81%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	9.78K	439.51K	9	+0.09%
Sep 30, 2025	ICON WEALTH ADVISORS, LLC	0.08%	14.16K	635.82K	25	+0.18%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	14.55K	653.54K	0	0
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.12%	21.87K	982.36K	5.65K	+34.82%
Sep 30, 2025	DAVENPORT & CO LLC	0.08%	14.84K	666.79K	-4.23K	-22.18%
Sep 30, 2025	STEPHENS INC /AR/	0.08%	14.87K	668.03K	6.09K	+69.33%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	15.14K	680K	428	+2.91%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	27.31K	1.21M	-83	-0.30%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	36.71K	1.65M	-151	-0.41%
Sep 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.3%	54.01K	2.43M	1.65K	+3.16%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	60.49K	2.89M	2.26K	+3.88%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.34%	62K	2.79M	62K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	75.24K	3.38M	730	+0.98%
Sep 30, 2025	TERRIL BROTHERS, INC.	0.12%	22.72K	1.02M	250	+1.11%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.61%	111.55K	5.01M	8.73K	+8.49%
Sep 30, 2025	YAKIRA CAPITAL MANAGEMENT, INC.	0.66%	120.6K	5.42M	120.6K	+100.00%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.72%	130.1K	5.84M	130.1K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.41%	257.01K	11.54M	-13.98K	-5.16%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.61%	293.35K	13.18M	-243.95K	-45.40%
Sep 30, 2025	MORGAN STANLEY	6.76%	1.23M	55.21M	-34.77K	-2.75%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.26%	228.4K	10.26M	-4.59K	-1.97%
Sep 30, 2025	M&T BANK CORP	0.1%	18.91K	849.57K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.12%	21.11K	948.08K	12.82K	+154.84%
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	844	37.91K	0	0
Sep 30, 2025	BOGART WEALTH, LLC	0%	865	38.86K	0	0
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	2.11K	94.87K	0	0
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	2.25K	100.85K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	2.8K	125.78K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	4.31K	193.43K	0	0
Sep 30, 2025	PEREGRINE ASSET ADVISERS, INC.	0.03%	4.67K	209.78K	0	0
Sep 30, 2025	CHOREO, LLC	0.03%	4.86K	218.18K	-1.07K	-18.07%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	5K	225K	5K	+100.00%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	5.18K	232.73K	-812	-13.55%
Sep 30, 2025	LEXAURUM ADVISORS, LLC	0.03%	6.36K	285.56K	0	0
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.04%	6.62K	285.97K	0	0
Sep 30, 2025	XML FINANCIAL, LLC	0.04%	7.51K	337.13K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	7.51K	337.49K	-1.31K	-14.88%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.04%	7.65K	343.41K	7.65K	+100.00%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.04%	7.86K	353.07K	2.82K	+55.89%
Jun 30, 2025	ARISTIDES CAPITAL LLC	0.09%	16.43K	788.24K	0	0
Jun 30, 2025	INVESCO LTD.	0.32%	58.07K	2.79M	4.78K	+8.97%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.06%	10.07K	483.01K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	9.78K	468.93K	17	+0.17%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.05%	9.22K	442.38K	0	0
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.3%	54.41K	2.61M	54.41K	+100.00%
Jun 30, 2025	ICON WEALTH ADVISORS, LLC	0.08%	14.13K	677.8K	475	+3.48%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.07%	12.24K	587.01K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0.07%	11.93K	572.47K	990	+9.05%
Jun 30, 2025	CALAMOS ADVISORS LLC	0.06%	11.78K	564.9K	-1.02K	-8.00%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.06%	11.32K	543K	-766	-6.34%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.06%	10.6K	508.24K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.05%	9.8K	470.25K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	9.55K	458.13K	-1.09K	-10.26%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	9.2K	441.56K	761	+9.01%
Jun 30, 2025		0.05%	9.07K	434.88K	0	0
Jun 30, 2025	COMERICA BANK	0.05%	8.85K	424.46K	1.41K	+18.91%
Jun 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.29%	52.36K	2.51M	6.42K	+13.98%
Jun 30, 2025	OXBOW ADVISORS, LLC	0.28%	51.81K	2.49M	0	0
Jun 30, 2025	D.A. DAVIDSON & CO.	0.07%	12.38K	593.86K	-3.4K	-21.52%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.05%	9.72K	466K	0	0
Jun 30, 2025	MORGAN STANLEY	6.95%	1.26M	60.63B	29.76K	+2.41%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.58%	650.98K	31.23M	11.19K	+1.75%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	2.95%	537.3K	25.77M	-97.4K	-15.35%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	1.61%	293.41K	14.07M	-13.17K	-4.30%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.49%	270.98K	13M	77.99K	+40.41%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.28%	232.98K	11.18M	-9.03K	-3.73%
Jun 30, 2025	ROYAL BANK OF CANADA	1.16%	210.16K	10.08M	-44.96K	-17.62%
Jun 30, 2025	LPL FINANCIAL LLC	0.26%	47.56K	2.28M	2.87K	+6.42%
Jun 30, 2025	DAVENPORT & CO LLC	0.1%	19.08K	915.03K	1.5K	+8.53%
Jun 30, 2025	CERITY PARTNERS LLC	0.07%	13.07K	626.73K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.62%	113.52K	5.45M	6.07K	+5.65%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.57%	102.82K	4.93M	-157	-0.15%
Jun 30, 2025	UBS GROUP AG	0.55%	100.3K	4.81M	4.04K	+4.20%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	74.51K	3.57M	10.03K	+15.55%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.41%	73.83K	3.54M	-15.94K	-17.76%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	58.23K	2.79M	8.22K	+16.43%
Jun 30, 2025	NORTH GROUND CAPITAL	0.08%	13.72K	653.26K	-3.04K	-18.14%
Jun 30, 2025	ARGENTARII, LLC	0.05%	9.07K	434.88K	0	0
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	39.35K	1.89M	54	+0.14%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	36.86K	1.77M	1.59K	+4.50%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.16%	29.84K	1.43M	16.59K	+125.16%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	27.4K	1.31M	858	+3.23%
Jun 30, 2025	IFP ADVISORS, INC	0.14%	25.81K	1.24M	-26.14K	-50.32%
Jun 30, 2025	TERRIL BROTHERS, INC.	0.12%	22.47K	1.08M	22.47K	+100.00%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	20.59K	987.75K	-16.25K	-44.11%
Jun 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.1%	19.07K	914.93K	0	0
Jun 30, 2025	M&T BANK CORP	0.1%	18.91K	907.26K	0	0
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.1%	17.85K	856.46K	269	+1.53%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.09%	16.33K	783K	-119	-0.72%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.09%	16.22K	778.12K	16.22K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	14.71K	706K	-355	-2.36%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	14.55K	697.92K	0	0
Mar 31, 2025	TRADEWINDS, LLC.	0.26%	46.97K	2.33M	-278	-0.59%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	39.3K	1.95M	31	+0.08%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.07%	12.09K	600K	-840	-6.50%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.08%	14.26K	708K	-9.51K	-40.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.33%	242.01K	12.01M	-16.13K	-6.25%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.06%	192.99K	9.58M	4.18K	+2.21%
Mar 31, 2025	LPL FINANCIAL LLC	0.25%	44.69K	2.22M	1.27K	+2.93%
Mar 31, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.25%	45.93K	2.28M	2.59K	+5.96%
Mar 31, 2025	OXBOW ADVISORS, LLC	0.28%	51.81K	2.57M	0	0
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.07%	12.24K	607.2K	0	0
Mar 31, 2025	CALAMOS ADVISORS LLC	0.07%	12.8K	635.14K	-512	-3.85%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.07%	13.21K	655.28K	-16.28K	-55.20%
Mar 31, 2025	ARISTIDES CAPITAL LLC	0.09%	16.43K	815.36K	-3.2K	-16.32%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.09%	16.45K	816K	1.12K	+7.33%
Mar 31, 2025		0.09%	16.77K	763.36K	266	+1.61%
Mar 31, 2025	DAVENPORT & CO LLC	0.1%	17.58K	872.07K	3.7K	+26.67%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.2%	36.85K	1.83M	-13.87K	-27.34%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.57%	102.97K	5.11M	480	+0.47%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.59%	107.46K	5.33M	1.26K	+1.18%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	1%	181.84K	9.02M	-18.4K	-9.19%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	9.76K	484.17K	-2.37K	-19.55%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.05%	9.8K	486.43K	0	0
Mar 31, 2025	INVESCO LTD.	0.29%	53.29K	2.64M	-3.56K	-6.27%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.06%	10.07K	499.62K	10.07K	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.29%	51.94K	2.58M	3.85K	+8.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.35%	64.48K	3.2M	921	+1.45%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.49%	89.77K	4.45M	-15.88K	-15.03%
Mar 31, 2025	UBS GROUP AG	0.53%	96.26K	4.78M	-4.54K	-4.51%
Mar 31, 2025	ROYAL BANK OF CANADA	1.4%	255.11K	12.66M	-8.99K	-3.41%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	1.69%	306.58K	15.21M	-1.06K	-0.35%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	26.54K	1.32M	729	+2.82%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	3.49%	634.7K	31.49M	34.53K	+5.75%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.52%	639.79K	31.75M	-2.35K	-0.37%
Mar 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.06%	10.6K	525.72K	5.82K	+121.79%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	10.64K	528.06K	148	+1.41%
Mar 31, 2025	JPMORGAN CHASE & CO	0.06%	10.94K	543.04K	-1.59K	-12.66%
Mar 31, 2025	CERITY PARTNERS LLC	0.07%	13.07K	648.29K	0	0
Mar 31, 2025	WALLEYE CAPITAL LLC	0.06%	10.87K	539.37K	68	+0.63%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	13.25K	657.52K	-300	-2.21%
Mar 31, 2025	ICON WEALTH ADVISORS, LLC	0.08%	13.66K	677.55K	2.17K	+18.90%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	14.55K	721.92K	0	0
Mar 31, 2025	MATISSE CAPITAL	0.08%	14.84K	736.11K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	15.06K	747K	765	+5.35%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.09%	15.77K	782.71K	81	+0.52%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.1%	17.59K	872.57K	12.84K	+270.60%
Mar 31, 2025	M&T BANK CORP	0.1%	18.91K	938.46K	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	35.27K	1.75M	314	+0.90%
Mar 31, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.1%	19.07K	946.4K	0	0
Mar 31, 2025	MORGAN STANLEY	6.78%	1.23M	61.24M	59.03K	+5.02%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	50.01K	2.48M	1.35K	+2.77%
Mar 31, 2024	COVESTOR LTD	0.01%	1.34K	54K	0	0
Mar 31, 2024	CAROLINAS WEALTH CONSULTING LLC	0.02%	1.92K	78.13K	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.04%	5K	203.12K	5K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	14.45K	587K	14.45K	+100.00%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	8.53K	346.52K	-3.64K	-29.92%
Mar 31, 2024	DAVENPORT & CO LLC	0.07%	8.97K	364.15K	8.97K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.07%	9K	365.41K	-5.13K	-36.32%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.07%	9.2K	373.61K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	9.87K	400.88K	-25	-0.25%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.08%	10.64K	432K	-44	-0.41%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	10.89K	442.26K	10.89K	+100.00%
Mar 31, 2024	QUADRANT PRIVATE WEALTH MANAGEMENT, LLC	0.1%	12.77K	518.41K	-133	-1.03%
Mar 31, 2024	CERITY PARTNERS LLC	0.1%	13.07K	530.57K	0	0
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	13.09K	531.57K	4.19K	+47.08%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.12%	15.6K	637.1K	2K	+14.71%
Mar 31, 2024	QUARRY LP	0.16%	19.82K	804.97K	-25.09K	-55.87%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.24%	30.12K	1.22M	22.33K	+286.67%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.31%	40.06K	1.63M	0	0
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.32%	41.35K	1.68M	41.35K	+100.00%
Mar 31, 2024	KAYNE ANDERSON CAPITAL ADVISORS LP	0.42%	53.26K	2.16M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.45%	57.78K	2.35M	2.71K	+4.92%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.46%	58.19K	2.36M	58.19K	+100.00%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.55%	69.9K	70K	22	+0.03%
Mar 31, 2024	YAKIRA CAPITAL MANAGEMENT, INC.	0.66%	84K	3.41M	76.22K	+979.96%
Mar 31, 2024	ALPINE GLOBAL MANAGEMENT, LLC	0.7%	90K	3.65M	26.7K	+42.18%
Mar 31, 2024	CSS LLC/IL	0.86%	109.38K	4.44M	79.69K	+268.34%
Mar 31, 2024	BULLDOG INVESTORS, LLP	0.91%	116.98K	4.75M	116.98K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	1.1%	141.01K	5.73M	290	+0.21%
Mar 31, 2024	ARISTIDES CAPITAL LLC	1.13%	143.88K	5.84M	0	0
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	1.81%	231.31K	9.39M	-2.54K	-1.09%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.89%	369.41K	15M	-8.38K	-2.22%
Mar 31, 2024	MORGAN STANLEY	4.84%	618.69K	25.12M	-28.51K	-4.41%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	7.01%	896.21K	36.4M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.07%	9.51K	386.38K	-3.64K	-27.67%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.08%	9.74K	395.43K	1.93K	+24.72%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.08%	10.65K	432.54K	-14.85K	-58.23%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.1%	13.32K	540.76K	100	+0.76%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.16%	20.48K	831.49K	12.95K	+172.09%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	23.04K	935.55K	23	+0.10%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-721	-100.00%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0%	0	-	-59	-100.00%
Mar 31, 2024	US BANCORP \DE\	0%	0	-	-754	-100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	2	81	0	0
Mar 31, 2024	SALEM INVESTMENT COUNSELORS INC	0%	35	1.42K	0	0
Mar 31, 2024	COLONIAL TRUST CO / SC	0%	48	1.95K	0	0
Mar 31, 2024	TRUVESTMENTS CAPITAL LLC	0%	125	5.07K	125	+100.00%
Mar 31, 2024	BOGART WEALTH, LLC	0%	169	6.87K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	192	7.8K	-17	-8.13%
Mar 31, 2024	ARMSTRONG ADVISORY GROUP, INC	0%	200	6.98K	0	0
Mar 31, 2024	M&R CAPITAL MANAGEMENT INC	0%	200	8.12K	200	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	224	9.1K	224	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	300	12.18K	0	0
Mar 31, 2024	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	550	22.34K	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.09%	11.17K	453.74K	-1.79K	-13.78%
Mar 31, 2024	PASADENA PRIVATE WEALTH, LLC	0.04%	5.48K	222.55K	5.48K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.04%	5.66K	229.85K	-2.1K	-27.09%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	5.9K	242.5K	87	+1.50%
Mar 31, 2024	CONCORDE ASSET MANAGEMENT, LLC	0.05%	6.66K	270.54K	-28.32K	-80.96%
Mar 31, 2024	STEPHENS INC /AR/	0.06%	7.2K	292.45K	-75	-1.03%
Mar 31, 2024	KINGSWOOD WEALTH ADVISORS, LLC	0.06%	7.4K	300.51K	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.06%	7.41K	301.04K	-55.73K	-88.26%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.06%	8.23K	334.43K	132	+1.63%
Mar 31, 2024	CALAMOS ADVISORS LLC	0.07%	8.37K	339.95K	8.37K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.09%	12.13K	492.76K	-9.76K	-44.57%
Mar 31, 2024	ATLAS WEALTH LLC	0.19%	24.08K	977.77K	4.82K	+25.00%
Mar 31, 2024	TERRIL BROTHERS, INC.	0.21%	26.38K	1.07M	-89.67K	-77.27%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	23.52%	3.01M	122.12M	0	0
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.04%	5.82K	203.41K	5.82K	+100.00%
Dec 31, 2023	KAYNE ANDERSON CAPITAL ADVISORS LP	0.38%	53.26K	1.86M	0	0
Dec 31, 2023	CSS LLC/IL	0.21%	29.7K	1.04M	22.48K	+311.25%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.18%	25.5K	890.46K	0	0
Dec 31, 2023	QUARRY LP	0.32%	44.92K	1.57M	23.72K	+111.86%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.39%	55.07K	1.92M	-5.13K	-8.52%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.45%	63.14K	2.2M	9.52K	+17.76%
Dec 31, 2023	ALPINE GLOBAL MANAGEMENT, LLC	0.45%	63.3K	2.21M	19K	+42.89%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.49%	69.88K	70K	69.88K	+100.00%
Dec 31, 2023	WOODLINE PARTNERS LP	0.55%	77.68K	2.71M	-265.25K	-77.35%
Dec 31, 2023	TERRIL BROTHERS, INC.	0.82%	116.05K	4.05M	-5.66K	-4.65%
Dec 31, 2023	CLOUGH CAPITAL PARTNERS L P	0.84%	118.94K	4.15M	64.72K	+119.34%
Dec 31, 2023	ROYAL BANK OF CANADA	0.99%	140.72K	4.91M	-12.53K	-8.17%
Dec 31, 2023	ARISTIDES CAPITAL LLC	1.02%	143.88K	5.02M	0	0
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	1.65%	233.86K	8.17M	-14K	-5.65%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.67%	377.78K	13.19M	18.17K	+5.05%
Dec 31, 2023	CAROLINAS WEALTH CONSULTING LLC	0.01%	1.92K	67.19K	0	0
Dec 31, 2023	SEA OTTER ADVISORS LLC	0.17%	23.65K	825.79K	20K	+548.25%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	23.01K	803.66K	-7.25K	-23.95%
Dec 31, 2023	INVESCO LTD.	0.15%	21.89K	764.4K	-14.71K	-40.19%
Dec 31, 2023	ATLAS WEALTH LLC	0.14%	19.26K	610.61K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.1%	14.13K	493.39K	5.46K	+62.89%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.1%	13.6K	472.67K	13.6K	+100.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.09%	13.22K	461.5K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.09%	13.15K	459.32K	491	+3.88%
Dec 31, 2023	CERITY PARTNERS LLC	0.09%	13.07K	456.23K	46	+0.35%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.09%	12.96K	452.53K	315	+2.49%
Dec 31, 2023	QUADRANT PRIVATE WEALTH MANAGEMENT, LLC	0.09%	12.9K	450.38K	-665	-4.90%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.09%	12.18K	425.19K	-1.98K	-14.00%
Dec 31, 2023	BLACKSTONE INC.	0.08%	11.3K	394.6K	0	0
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.08%	10.68K	373K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.07%	9.9K	345.58K	0	0
Dec 31, 2023		0.05%	7.4K	258.41K	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	8.9K	310.8K	8.9K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.06%	8.1K	282.97K	-596	-6.85%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.28%	40.06K	1.4M	0	0
Dec 31, 2023	CONCORDE ASSET MANAGEMENT, LLC	0.25%	34.98K	648.54K	26.53K	+313.91%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.06%	7.81K	272.62K	-1.1K	-12.30%
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.06%	7.79K	271.99K	7.79K	+100.00%
Dec 31, 2023	YAKIRA CAPITAL MANAGEMENT, INC.	0.05%	7.78K	271.61K	7.78K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.05%	7.76K	271.08K	2.43K	+45.67%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.05%	7.53K	262.77K	720	+10.58%
Dec 31, 2023	MORGAN STANLEY	4.57%	647.2K	22.6M	-40.98K	-5.95%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	6.33%	896.21K	31.3M	219.33K	+32.40%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	21.24%	3.01M	105.01M	463.43K	+18.22%
Dec 31, 2023	COVESTOR LTD	0.01%	1.34K	47K	222	+19.84%
Dec 31, 2023	STEPHENS INC /AR/	0.05%	7.28K	254.07K	9	+0.12%
Dec 31, 2023	CITADEL ADVISORS LLC	0.05%	6.4K	223.56K	6.4K	+100.00%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.04%	5.9K	206K	5.9K	+100.00%

Insiders

Among the EMO insiders holding of 0.22% of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 3.01M. PRUDENTIAL FINANCIAL INC, director, is the second largest EMO insider with ownership of 166.67K shares. COREBRIDGE FINANCIAL, INC., See Remarks, stands third with possession of 134.29K shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	3.01M
PRUDENTIAL FINANCIAL INC	director	166.67K
COREBRIDGE FINANCIAL, INC.	See Remarks	134.29K
EADES CHRIS	Portfolio Manager	14.38K
AGDERN ROBERT D	director	1.54K
GRILLO ANTHONY	director	250
FRANKLIN RESOURCES INC	Affiliate of Investment Adv	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 13, 2025	AGDERN ROBERT D	PURCHASE	42.11	385	16.21K	1.54K
May 27, 2025	GRILLO ANTHONY	PURCHASE	45.84	250	11.46K	250
Mar 28, 2025	COREBRIDGE FINANCIAL, INC.	SALE	34.31	65.72K	2.25M	134.29K
Jan 08, 2025	FRANKLIN RESOURCES INC	SALE	47.06	9.7K	456.69K	0
Jan 03, 2025	FRANKLIN RESOURCES INC	SALE	47.00	8.77K	412.28K	8.2K
Dec 27, 2024	FRANKLIN RESOURCES INC	SALE	46.03	1.12K	51.73K	16.98K
Dec 24, 2024	FRANKLIN RESOURCES INC	SALE	46.01	8.15K	375.15K	18.1K
Dec 20, 2024	FRANKLIN RESOURCES INC	SALE	45.09	1.75K	78.77K	26.25K
Dec 16, 2024	FRANKLIN RESOURCES INC	SALE	46.04	2.21K	101.71K	28K
Dec 11, 2024	FRANKLIN RESOURCES INC	SALE	47.45	1.2K	56.94K	31.71K
Dec 10, 2024	FRANKLIN RESOURCES INC	SALE	47.43	2.61K	123.79K	32.91K
Dec 09, 2024	FRANKLIN RESOURCES INC	SALE	48.05	1K	48.05K	35.52K
Oct 25, 2024	EADES CHRIS	SALE	43.99	23.5K	1.03M	14.38K
Oct 18, 2024	FRANKLIN RESOURCES INC	SALE	43.71	7.9K	345.32K	36.52K
Oct 17, 2024	FRANKLIN RESOURCES INC	SALE	43.69	6.6K	288.33K	44.42K
Oct 16, 2024	FRANKLIN RESOURCES INC	SALE	43.69	8.47K	369.94K	51.02K
Oct 15, 2024	FRANKLIN RESOURCES INC	SALE	43.42	6.38K	276.87K	59.49K
Oct 14, 2024	FRANKLIN RESOURCES INC	SALE	43.90	7.66K	336.16K	65.86K
Dec 06, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	33.70	25.25K	851.03K	3.01M
Dec 05, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	34.24	15.76K	539.49K	2.98M
Dec 04, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	34.38	1.74K	59.68K	2.97M
Dec 01, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	34.85	30.46K	1.06M	2.96M
Nov 30, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	34.32	12.7K	435.8K	2.93M
Nov 29, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	33.61	5.79K	194.7K	2.92M
Nov 28, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	33.08	32.4K	1.07M	2.92M
Nov 10, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	32.21	4.41K	142.14K	2.88M
Nov 09, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.60	34.01K	1.07M	2.88M
Nov 08, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.52	9.99K	314.98K	2.84M
Nov 03, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	33.05	7.91K	261.26K	2.83M
Nov 02, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	32.91	25.19K	828.9K	2.83M
Nov 01, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.27	1.42K	44.43K	2.8M
Oct 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.33	77.45K	2.43M	2.79M
Oct 30, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.94	22.98K	711.06K	2.72M
Oct 27, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.13	7.73K	240.7K	2.69M
Oct 26, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.54	2.65K	83.52K	2.69M
Oct 24, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.61	12.67K	400.34K	2.68M
Oct 23, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.25	34.91K	1.09M	2.67M
Oct 17, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	32.51	30.34K	986.48K	2.64M
Oct 16, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	32.53	2.04K	66.49K	2.61M
Oct 12, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.74	22.08K	700.72K	2.6M
Oct 11, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.61	2.1K	66.44K	2.58M
Oct 10, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.30	1.21K	37.87K	2.58M
Oct 02, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.37	35.07K	1.1M	2.58M
Sep 25, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	32.77	11.81K	387.08K	2.54M
Sep 22, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	32.56	16.58K	539.75K	2.53M
Sep 21, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	32.42	13.99K	453.39K	2.52M
Sep 07, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.40	13.27K	416.58K	2.5M
Sep 06, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.52	24.68K	777.88K	2.49M
Sep 05, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	32.02	19K	608.25K	2.46M
Sep 01, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.86	3.81K	121.48K	2.44M
Aug 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.55	21.75K	686.12K	2.44M
Aug 29, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.24	1.85K	57.7K	2.42M
Aug 28, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.16	10.45K	325.56K	2.42M
Aug 25, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.01	20.17K	625.38K	2.41M
Aug 21, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.59	10.57K	334K	2.39M
Aug 18, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.52	9.37K	295.28K	2.38M
Aug 17, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.29	7.42K	232.08K	2.37M
Aug 03, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.37	2.19K	68.76K	2.36M
Jul 26, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.84	9.07K	288.88K	2.36M
Jul 24, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.90	9.16K	292.24K	2.35M
Jul 21, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.35	1.14K	35.86K	2.34M
Jul 18, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.87	1.3K	40.04K	2.34M
Jul 17, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.53	29.62K	904.15K	2.34M
Jul 14, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.88	20K	617.6K	2.31M
Jul 12, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.58	2.36K	72.2K	2.29M
Jul 11, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.29	5.48K	166.05K	2.28M
Jul 10, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.00	7.48K	224.28K	2.28M
Jul 05, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	29.93	5.6K	167.64K	2.27M
Jun 23, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.30	8.66K	244.94K	2.27M
Jun 14, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.75	18.93K	544.3K	2.26M
Jun 09, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	29.15	503	14.66K	2.24M
Jun 07, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.85	1.12K	32.28K	2.24M
Jun 06, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.40	5.01K	142.37K	2.24M
Jun 05, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.48	3.78K	107.77K	2.23M
May 30, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	27.58	1.76K	48.43K	2.23M
May 26, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	27.79	8.17K	227.13K	2.23M
May 25, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	27.73	4.51K	125.17K	2.22M
May 24, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.13	17.54K	493.29K	2.21M
May 23, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.34	2.67K	75.7K	2.2M
May 19, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.92	35.81K	1.04M	2.19M
May 18, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.44	31.96K	908.8K	2.16M
May 17, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.02	25.2K	706.19K	2.13M
May 16, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	27.78	26.98K	749.39K	2.1M
Feb 01, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.76	5.01K	153.95K	2.07M
Jan 30, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.09	21.19K	658.7K	2.07M
Jan 27, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	31.19	6.12K	191.01K	2.05M
Jan 26, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.98	11.18K	346.42K	2.04M
Jan 25, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.51	57.43K	1.75M	2.03M
Jan 17, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	29.86	15.37K	459.01K	1.97M
Jan 12, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	29.85	965	28.81K	1.96M
Jan 10, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.96	10.63K	307.84K	1.96M
Jan 09, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	29.06	35.11K	1.02M	1.95M
Jan 06, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.62	20.65K	590.97K	1.91M
Dec 13, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.87	70.68K	2.04M	1.89M
Dec 12, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.29	8.68K	245.53K	1.82M
Dec 09, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.25	2.21K	62.38K	1.81M
Dec 08, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.72	12.86K	369.43K	1.81M
Dec 07, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.79	2.95K	84.84K	1.79M
Dec 05, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.26	100	3.03K	1.79M
Dec 02, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.10	9.85K	296.55K	1.79M
Dec 01, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.22	80	2.42K	1.78M
Nov 29, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.15	46.04K	1.39M	1.78M
Nov 25, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.04	1.52K	45.75K	1.74M
Nov 22, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.19	4.24K	127.95K	1.73M
Nov 18, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.26	7.56K	228.8K	1.73M
Nov 17, 2022	PRUDENTIAL FINANCIAL INC	PURCHASE	30.00	166.67K	5M	166.67K
Nov 17, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	29.72	18.49K	549.61K	1.72M
Nov 16, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.23	200	6.05K	1.7M
Nov 14, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.97	12.11K	375.02K	1.7M
Nov 11, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.60	6.9K	211.02K	1.69M
Nov 08, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.56	48.83K	1.49M	1.68M
Nov 07, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.45	25.45K	774.98K	1.64M
Nov 03, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	29.44	6.27K	184.53K	1.61M
Oct 28, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	29.63	3.24K	95.97K	1.6M
Oct 27, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	29.56	50.31K	1.49M	1.6M
Oct 26, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.90	34.56K	998.7K	1.55M
Oct 25, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	28.29	9.7K	274.36K	1.52M
Dec 02, 2021	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	30.10	9.85K	296.55K	1.79M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE3851

SALES00

NET SHARES3851

SHARES HELD1.54K1

% NET SHARES-74.97%0%

Frequently Asked Questions