How many institutions own VFL 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 VFL shares is 57, representing 38.33% of the company's common stock.

Who are the major shareholders selling abrdn National Municipal Income Fund stock?

THOMAS J. HERZFELD ADVISORS, INC., in the last quarter, reduced its stake in VFL by -100% restricting it's holding to 0 shares of worth nearly -. HIGHTOWER ADVISORS, LLC also lessened -100% of the VFL shares from its portfolio, reducing its holding to 0 shares of worth -. CAPITAL INVESTMENT ADVISORS, LLC also shunned VFL shares holding by -1.75% last quarter which brought its holding to 41.35 thousand shares worth $411.89K.

Investors who are buying VFL stock?

As per its latest 13F filing, ROYAL BANK OF CANADA increased its stake in VFL by 13.25% in the last quarter. The institutional holder raised its holding to 38.7 thousand shares having worth more than $385.00K. KARPUS MANAGEMENT, INC. also added 100% more shares of VFL to its portfolio, raising its holding to 42.46 thousand shares of worth $422.87K. RIVERBRIDGE PARTNERS LLC also increased its VFL shares holding by 10.81% which brought its holding to 194.09 thousand shares worth $1.93M.

VFL's major insiders: who are they?

The insider with the most stakes in VFL is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, VFL stock is highly held by Weinstein Boaz and SVP/Senior Portfolio Manager Collins Robert among others.

Did an insider recently sell VFL stock?

Company executives, directors, and other insiders own 0.02% percent of abrdn National Municipal Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which VFL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VFL stock?

There have been 0 transaction(s) during the past 6-months in which abrdn National Municipal Income Fund insiders have bought stock, totalling 0 shares

How much of VFL does insiders own?

Around 0 abrdn National Municipal Income Fund shares are held by insiders, which represents about 0.02% of VFL stock.

Who is the insider with the largest stake?

VFL 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. VFL shares owned by Saba total nearly 3.41 million.

Which institution holds the most shares in VFL?

THOMAS J. HERZFELD ADVISORS, INC. is the largest institutional owner in VFL which holds 0 shares worth - or 0% of the total VFL shares outstanding followed by HIGHTOWER ADVISORS, LLC with ownership of 0 shares representing 0% of the VFL ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 38.7 thousand shares or 0.32% of the ownership worth more than $385.00K.

Is abrdn National Municipal Income Fund 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 VFL is concerned, it is a stock which is not optionable.

Is there a short position on VFL's shares?

Number of VFL 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 VFL shares are there?

As of today, null shares of VFL are outstanding.

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

VFL 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 VFL is null.

abrdn National Municipal Income Fund (VFL) 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

0.02% Percentage of Shares held by All Insiders

38.33% Percentage of Shares held by All Institutions

38.34% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 38.33% of VFL shares are held by financial institutions. THOMAS J. HERZFELD ADVISORS, INC. is the top corporate investor, holding 0 shares valued at -. A 0% stake in abrdn National Municipal Income Fund is owned by the company. HIGHTOWER ADVISORS, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0%	0	-	-35.91K	-100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0%	0	-	-11.72K	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.32%	38.7K	385K	4.53K	+13.25%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.34%	41.35K	411.89K	-735	-1.75%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	0.35%	42.46K	422.87K	42.46K	+100.00%
Mar 31, 2026	RIVERBRIDGE PARTNERS LLC	1.58%	194.09K	1.93M	18.93K	+10.81%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0%	470	4.68K	0	0
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	2.22%	273.1K	2.72M	31.85K	+13.20%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.88%	353.27K	3.52M	0	0
Mar 31, 2026	MACKAY SHIELDS LLC	3.27%	401.7K	4M	0	0
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	4.84%	594.15K	5.92M	174.74K	+41.66%
Mar 31, 2026	TRAUB CAPITAL MANAGEMENT LLC	0.1%	12.22K	121.69K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.1%	12.3K	122.53K	1.3K	+11.86%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.95%	116.91K	1.16M	13.27K	+12.80%
Mar 31, 2026	LOGAN STONE CAPITAL, LLC	1.06%	130.15K	1.3M	16.66K	+14.68%
Mar 31, 2026	UBS GROUP AG	0.08%	10.27K	102.31K	-303	-2.87%
Mar 31, 2026	RMB CAPITAL MANAGEMENT, LLC	0.09%	10.82K	107.79K	0	0
Mar 31, 2026	SIGHTLINE WEALTH ADVISORS, LLC	0.1%	11.79K	117.44K	-3.37K	-22.23%
Mar 31, 2026	RIVER STREET ADVISORS LLC	0.1%	11.85K	117.98K	0	0
Mar 31, 2026		0.1%	11.9K	118.53K	232	+1.99%
Mar 31, 2026	HIGHMARK WEALTH MANAGEMENT LLC	0.1%	12.88K	128.29K	0	0
Mar 31, 2026	GEN FINANCIAL MANAGEMENT, INC.	0.11%	13.32K	132.71K	0	0
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.11%	14K	139.44K	14K	+100.00%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.13%	15.36K	152.97K	15.36K	+100.00%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.13%	16.01K	159.48K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	16.84K	167.69K	-116	-0.68%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	0.16%	19.36K	192.81K	116	+0.60%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.2%	24.92K	248.17K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	25.77K	256.63K	-4.14K	-13.83%
Mar 31, 2026	LPL FINANCIAL LLC	0.22%	26.81K	267.01K	35	+0.13%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.22%	27.21K	271.02K	0	0
Mar 31, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	0.46%	56.84K	641.18K	56.84K	+100.00%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0.66%	81.36K	810.38K	17.53K	+27.46%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.78%	95.15K	947.73K	16.14K	+20.43%
Mar 31, 2026	MATISSE CAPITAL	1.42%	174.69K	1.74M	0	0
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.76%	216K	2.15M	37.14K	+20.77%
Mar 31, 2026	MORGAN STANLEY	1.8%	221.03K	2.2M	-406	-0.18%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.98%	242.99K	2.42M	-10.08K	-3.98%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	23.69K	234.03K	-36.02K	-60.33%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.2%	24.17K	240.75K	118	+0.49%
Mar 31, 2026	HARA CAPITAL LLC	0.2%	24.6K	245.02K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.2%	24.81K	247.11K	7.01K	+39.38%
Mar 31, 2026	ELEMENT WEALTH, LLC	0.19%	23.02K	229.28K	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.19%	23.62K	235.29K	23.62K	+100.00%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.41%	49.73K	495.26K	-932	-1.84%
Mar 31, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.78%	95.19K	948.11K	0	0
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	0.82%	100.45K	1M	49.44K	+96.92%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.02%	2.55K	25.41K	2.55K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	3.63K	36.11K	3.63K	+100.00%
Mar 31, 2026	MRP CAPITAL INVESTMENTS, LLC	0.07%	8K	79.68K	0	0
Mar 31, 2026	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.07%	8.1K	80.71K	0	0
Mar 31, 2026	CWM, LLC	0.07%	8.75K	87.17K	0	0
Mar 31, 2026	PFG INVESTMENTS, LLC	0%	0	-	-15K	-100.00%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0%	0	-	-17.14K	-100.00%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.29%	35.91K	368.79K	9.54K	+36.19%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.34%	42.09K	432.25K	0	0
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.41%	50.66K	520.25K	-353	-0.69%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.49%	59.71K	608.39K	1.83K	+3.16%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.42%	51.01K	524K	51.01K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.64%	79.01K	811.43K	5.23K	+7.09%
Dec 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.78%	95.19K	977.62K	0	0
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.84%	103.64K	1.06M	13.01K	+14.35%
Dec 31, 2025	MATISSE CAPITAL	1.42%	174.69K	1.79M	4.69K	+2.76%
Dec 31, 2025	RIVERBRIDGE PARTNERS LLC	1.43%	175.15K	1.8M	53.79K	+44.32%
Dec 31, 2025	MORGAN STANLEY	1.8%	221.44K	2.27M	-7.8K	-3.40%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.96%	241.25K	2.48M	123.24K	+104.44%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.88%	353.27K	3.63M	0	0
Dec 31, 2025	MACKAY SHIELDS LLC	3.27%	401.7K	4.13M	0	0
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.52%	63.83K	655.56K	1.71K	+2.75%
Dec 31, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0%	0	-	-12.71K	-100.00%
Dec 31, 2025	COMERICA BANK	0.03%	3.63K	37.23K	0	0
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	3.42%	419.41K	4.31M	195.09K	+86.97%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	16.95K	174.1K	16.95K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-198	-100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-3.6K	-100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	240	2.47K	0	0
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	470	4.83K	0	0
Dec 31, 2025	MRP CAPITAL INVESTMENTS, LLC	0.07%	8K	82.16K	5.5K	+220.00%
Dec 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.07%	8.1K	83.22K	3.35K	+70.59%
Dec 31, 2025	CWM, LLC	0.07%	8.75K	90K	0	0
Dec 31, 2025	NOMURA HOLDINGS INC	0.09%	10.56K	108.47K	10.56K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	11K	112.95K	-4.5K	-29.02%
Dec 31, 2025		0.1%	11.67K	119.84K	96	+0.83%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	11.72K	120.33K	940	+8.72%
Dec 31, 2025	RIVER STREET ADVISORS LLC	0.1%	11.85K	121.65K	11.85K	+100.00%
Dec 31, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.1%	12.22K	125.48K	12.22K	+100.00%
Dec 31, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.1%	12.88K	132.28K	0	0
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.13%	16.01K	164.44K	0	0
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.14%	17.14K	176.06K	-4.91K	-22.28%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.22%	27.21K	279.45K	-2.86K	-9.50%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	29.9K	307.08K	-69	-0.23%
Dec 31, 2025	ROYAL BANK OF CANADA	0.28%	34.17K	351K	622	+1.85%
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	0.7%	85.65K	879.57K	-44.88K	-34.38%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.46%	178.85K	1.84M	78.67K	+78.53%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.2%	24.05K	247.03K	24.05K	+100.00%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.2%	24.92K	255.9K	44	+0.18%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.92%	113.49K	1.17M	25.97K	+29.67%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.06%	253.08K	2.6M	-9.02K	-3.44%
Dec 31, 2025	UBS GROUP AG	0.09%	10.58K	108.61K	-1.55K	-12.76%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	17.8K	182.81K	-1.85K	-9.41%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	0.16%	19.24K	197.62K	-2.01K	-9.44%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0%	0	-	-14K	-100.00%
Dec 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	0	-	-774	-100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-21.84K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.74K	-100.00%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.09%	10.82K	111.68K	0	0
Dec 31, 2025	GEN FINANCIAL MANAGEMENT, INC.	0.11%	13.32K	136.84K	0	0
Dec 31, 2025	PFG INVESTMENTS, LLC	0.12%	15K	154.05K	15K	+100.00%
Dec 31, 2025	SIGHTLINE WEALTH ADVISORS, LLC	0.12%	15.16K	155.71K	-17.67K	-53.82%
Dec 31, 2025	ELEMENT WEALTH, LLC	0.19%	23.02K	236.42K	0	0
Dec 31, 2025	HARA CAPITAL LLC	0.2%	24.6K	253.87K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.22%	26.77K	274.96K	6K	+28.91%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	0.17%	21.25K	218K	26	+0.12%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.2%	24.87K	255.2K	673	+2.78%
Sep 30, 2025	COMERICA BANK	0.03%	3.63K	37.19K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	240	2.46K	0	0
Sep 30, 2025	ELEMENT WEALTH, LLC	0.19%	23.02K	236.19K	0	0
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.18%	22.06K	226.31K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-7.18K	-100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	19.65K	201.61K	19.65K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.17%	20.77K	213.09K	5.74K	+38.17%
Sep 30, 2025	HARA CAPITAL LLC	0.2%	24.6K	252.4K	-12K	-32.79%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.09%	10.78K	110.57K	-491	-4.36%
Sep 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.1%	12.71K	130.42K	12.71K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	21.84K	224.12K	-5.22K	-19.30%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.13%	16.01K	164.28K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	15.49K	149.99K	36	+0.23%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.11%	14K	143.64K	0	0
Sep 30, 2025	GEN FINANCIAL MANAGEMENT, INC.	0.11%	13.32K	136.71K	0	0
Sep 30, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.1%	12.88K	132.15K	0	0
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.09%	10.82K	111.03K	10.82K	+100.00%
Sep 30, 2025	CWM, LLC	0.07%	8.75K	90K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	774	7.94K	0	0
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	470	4.82K	0	0
Sep 30, 2025	UBS GROUP AG	0.1%	12.12K	124.37K	-9	-0.07%
Sep 30, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.04%	4.75K	48.74K	4.75K	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.03%	3.6K	36.91K	-500	-12.20%
Sep 30, 2025	MRP CAPITAL INVESTMENTS, LLC	0.02%	2.5K	24.15K	0	0
Sep 30, 2025		0.09%	11.57K	118.73K	175	+1.54%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.01%	1.74K	17.87K	1.74K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	198	2.03K	198	+100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-8.01K	-100.00%
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	0	-	-655	-100.00%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.51%	62.13K	637.4K	62.13K	+100.00%
Sep 30, 2025	CATALINA CAPITAL GROUP, LLC	0%	0	-	-19.84K	-100.00%
Sep 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0%	0	-	-12.56K	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-39	-100.00%
Sep 30, 2025	MACKAY SHIELDS LLC	3.27%	401.7K	4.12M	0	0
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	2.88%	353.27K	3.62M	194.63K	+122.68%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.13%	262.09K	2.69M	19.97K	+8.25%
Sep 30, 2025	MORGAN STANLEY	1.87%	229.23K	2.35M	127.44K	+125.20%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	1.83%	224.32K	2.3M	44.67K	+24.86%
Sep 30, 2025	MATISSE CAPITAL	1.38%	170K	1.74M	0	0
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	1.06%	130.52K	1.34M	-100.47K	-43.49%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.99%	121.37K	1.25M	3.42K	+2.90%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.96%	118.01K	1.21M	-77.83K	-39.74%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.82%	100.18K	1.03M	0	0
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.78%	95.19K	976.67K	0	0
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.74%	90.63K	930K	5.19K	+6.07%
Sep 30, 2025	LOGAN STONE CAPITAL, LLC	0.71%	87.52K	897.91K	-62.81K	-41.78%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.6%	73.78K	756.99K	5K	+7.27%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	57.88K	580.52K	-177	-0.30%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.42%	51.01K	523.36K	4.41K	+9.46%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.34%	42.09K	431.83K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.27%	33.55K	344K	985	+3.03%
Sep 30, 2025	SIGHTLINE WEALTH ADVISORS, LLC	0.27%	32.83K	336.8K	444	+1.37%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.24%	30.07K	308.47K	2.5K	+9.07%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	29.97K	307.49K	29.97K	+100.00%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.21%	26.37K	270.52K	-13.66K	-34.13%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.97%	242.13K	2.34M	65.84K	+37.34%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.96%	117.95K	1.14M	4.59K	+4.05%
Jun 30, 2025	MORGAN STANLEY	0.83%	101.79K	983.31M	36.56K	+56.04%
Jun 30, 2025		0.09%	11.4K	110.09K	174	+1.55%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.2%	24.2K	233.77K	24.12K	+28,709.52%
Jun 30, 2025	GEN FINANCIAL MANAGEMENT, INC.	0.11%	13.32K	128.71K	0	0
Jun 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.1%	12.56K	121.37K	12.56K	+100.00%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.6%	195.84K	1.89M	-43.43K	-18.15%
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	1.88%	230.99K	2.23M	56.82K	+32.62%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.09%	11.27K	108.85K	-784	-6.51%
Jun 30, 2025	CWM, LLC	0.07%	8.75K	85K	0	0
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.07%	8.01K	77.37K	8.01K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	7.18K	69.32K	7.18K	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0.04%	4.75K	45.89K	4.75K	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.03%	4.1K	39.58K	-1K	-19.62%
Jun 30, 2025	COMERICA BANK	0.03%	3.63K	35.02K	0	0
Jun 30, 2025	MRP CAPITAL INVESTMENTS, LLC	0.02%	2.5K	24.15K	2.5K	+100.00%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.02%	2.17K	20.92K	221	+11.36%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	774	7.48K	0	0
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.01%	655	6.33K	655	+100.00%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	470	4.54K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	240	2.32K	240	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	39	377	39	+100.00%
Jun 30, 2025	AQR ARBITRAGE LLC	0%	0	-	-27.4K	-100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.34%	42.09K	406.58K	-515	-1.21%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	27.07K	261.47K	354	+1.33%
Jun 30, 2025	ELEMENT WEALTH, LLC	0.19%	23.02K	222.37K	0	0
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.18%	22.06K	213.07K	0	0
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	0.17%	21.22K	205K	88	+0.42%
Jun 30, 2025	CATALINA CAPITAL GROUP, LLC	0.16%	19.84K	191.64K	-7.36K	-27.05%
Jun 30, 2025	LPL FINANCIAL LLC	0.12%	15.03K	145.2K	2.1K	+16.26%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.11%	14K	136K	0	0
Jun 30, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.1%	12.88K	124.42K	0	0
Jun 30, 2025	UBS GROUP AG	0.1%	12.13K	117.19K	-1.42K	-10.47%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.22%	27.57K	266.28K	0	0
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.13%	16.01K	154.68K	0	0
Jun 30, 2025	SIGHTLINE WEALTH ADVISORS, LLC	0.26%	32.38K	312.82K	32.38K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.27%	32.56K	315K	-5.71K	-14.92%
Jun 30, 2025	HARA CAPITAL LLC	0.3%	36.6K	353.56K	0	0
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.33%	40.03K	386.68K	8.71K	+27.80%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.38%	46.6K	450.18K	5.23K	+12.65%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	58.06K	564.88K	-11.65K	-16.71%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.56%	68.78K	664.41K	12.36K	+21.91%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.7%	85.45K	825K	-89	-0.10%
Jun 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.78%	95.19K	919.56K	35.12K	+58.46%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	15.46K	149.33K	214	+1.40%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.82%	100.18K	967.75K	0	0
Jun 30, 2025	LOGAN STONE CAPITAL, LLC	1.22%	150.33K	1.45M	-39.76K	-20.92%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.29%	158.65K	1.53M	0	0
Jun 30, 2025	MATISSE CAPITAL	1.38%	170K	1.64M	0	0
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.46%	179.66K	1.74M	48.8K	+37.29%
Jun 30, 2025	MACKAY SHIELDS LLC	3.27%	401.7K	3.88M	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.57%	69.7K	706.76K	1.17K	+1.70%
Mar 31, 2025	CATALINA CAPITAL GROUP, LLC	0.22%	27.2K	275.76K	733	+2.77%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	26.71K	270.87K	-4.13K	-13.39%
Mar 31, 2025	ELEMENT WEALTH, LLC	0.19%	23.02K	233.42K	0	0
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	0.17%	21.13K	214.29K	-2.99K	-12.38%
Mar 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.15%	18.17K	184.24K	4.32K	+31.19%
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.13%	16.01K	162.36K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	15.24K	154.57K	-207	-1.34%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	12.79K	129.68K	-4.03K	-23.97%
Mar 31, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.1%	12.88K	130.61K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.11%	12.93K	131.1K	2	+0.02%
Mar 31, 2025	UBS GROUP AG	0.11%	13.55K	137.4K	-2.63K	-16.27%
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	774	7.85K	0	0
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.04%	5.1K	51.63K	0	0
Mar 31, 2025	AQR ARBITRAGE LLC	0.22%	27.4K	277.81K	-28.25K	-50.77%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	12.05K	122.21K	-2.27K	-15.87%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.35%	42.6K	432.01K	-1K	-2.29%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	10.71K	108.62K	10.71K	+100.00%
Mar 31, 2025	CWM, LLC	0.07%	8.75K	89K	-375	-4.11%
Mar 31, 2025	MORGAN STANLEY	0.53%	65.23K	661.47K	2.6K	+4.15%
Mar 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.49%	60.07K	609.14K	0	0
Mar 31, 2025		0%	84	473.09K	-45.63K	-99.82%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0%	0	-	-13.89K	-100.00%
Mar 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.04%	4.75K	48.17K	4.75K	+100.00%
Mar 31, 2025	COMERICA BANK	0.03%	3.63K	36.76K	0	0
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.95%	239.26K	2.43M	-1.91K	-0.79%
Mar 31, 2025	LOGAN STONE CAPITAL, LLC	1.55%	190.08K	1.93M	-14.89K	-7.26%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.34%	41.37K	419.47K	2.64K	+6.80%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.44%	176.29K	1.79M	-114.49K	-39.37%
Mar 31, 2025	BESSEMER GROUP INC	0%	0	-	-380	-100.00%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	1.42%	174.18K	1.77M	0	0
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.29%	158.65K	1.61M	0	0
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	1.07%	130.86K	1.35M	33.43K	+34.32%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.46%	56.42K	572.1K	-8.28K	-12.79%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.02%	1.95K	19.72K	1.95K	+100.00%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	470	4.77K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-16.52K	-100.00%
Mar 31, 2025	MATISSE CAPITAL	1.38%	170K	1.72M	0	0
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.22%	27.57K	279.51K	-2.9K	-9.52%
Mar 31, 2025	RIVERBRIDGE PARTNERS LLC	0.92%	113.36K	1.15M	83.01K	+273.55%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.82%	100.18K	1.02M	0	0
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.7%	85.54K	867K	-18.61K	-17.87%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.18%	22.06K	223.66K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.31%	38.27K	388K	-441	-1.14%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.11%	14K	143K	0	0
Mar 31, 2025	HARA CAPITAL LLC	0.3%	36.6K	371.12K	-1.6K	-4.19%
Mar 31, 2025	MACKAY SHIELDS LLC	3.27%	401.7K	4.07M	0	0
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.26%	31.32K	317.6K	6.21K	+24.71%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.12%	14.61K	151K	-7.54K	-34.04%
Mar 31, 2024	LPL FINANCIAL LLC	0.14%	17.42K	180.5K	-1.59K	-8.34%
Mar 31, 2024	NOMURA HOLDINGS INC	0.15%	18K	186.48K	18K	+100.00%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.15%	18.02K	186.7K	6.74K	+59.78%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.25%	30.45K	315.48K	191	+0.63%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.27%	32.79K	339.7K	-3.96K	-10.78%
Mar 31, 2024	ELEMENT WEALTH, LLC	0.27%	33.54K	347.42K	0	0
Mar 31, 2024	SIGHTLINE WEALTH ADVISORS, LLC	0.28%	33.96K	351.83K	-2.74K	-7.46%
Mar 31, 2024	BERGER FINANCIAL GROUP, INC	0.28%	34.23K	354.59K	-1.29K	-3.63%
Mar 31, 2024	ROYAL BANK OF CANADA	0.28%	34.8K	360K	4.37K	+14.37%
Mar 31, 2024	HARA CAPITAL LLC	0.31%	38.2K	395.75K	-4.4K	-10.33%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.38%	47K	486.92K	7.25K	+18.24%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.39%	47.84K	476.94K	-5.44K	-10.21%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	56.51K	585.44K	-1.34K	-2.31%
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	0.46%	56.96K	590.13K	18.19K	+46.90%
Mar 31, 2024	MATISSE CAPITAL	1.44%	177.12K	1.83M	0	0
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	929	9.63K	155	+20.03%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.2%	24.11K	249.73K	1.91K	+8.63%
Mar 31, 2024	KINGSWOOD WEALTH ADVISORS, LLC	0.22%	27.53K	285.16K	9.33K	+51.24%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.23%	28.17K	291.79K	28.17K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.23%	28.17K	291.79K	-1K	-3.43%
Mar 31, 2024	UBS GROUP AG	0.24%	28.87K	299.05K	-3.08K	-9.65%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.53%	187.33K	1.94M	0	0
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	174	1.8K	174	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	240	2.49K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	2.14K	22.2K	2.14K	+100.00%
Mar 31, 2024	COMERICA BANK	0.03%	3.63K	37.56K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.05%	5.6K	57.99K	0	0
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.51%	62.02K	642.5K	0	0
Mar 31, 2024	ALMITAS CAPITAL LLC	0.63%	77.71K	805.08K	-57.06K	-42.34%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.76%	93.16K	965.13K	17.23K	+22.69%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.05%	6.6K	68.42K	6.02K	+1,034.71%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.05%	6.66K	68.96K	2.08K	+45.30%
Mar 31, 2024	COASTAL INVESTMENT ADVISORS, INC.	0.78%	95.19K	986.19K	0	0
Mar 31, 2024	MORGAN STANLEY	0.79%	96.38K	998.47K	-3.79K	-3.78%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.88%	108.57K	1.13M	14.09K	+14.91%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.74K	-100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0%	0	-	-11.56K	-100.00%
Mar 31, 2024	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0%	0	-	-24.79K	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-1.66K	-100.00%
Mar 31, 2024	BESSEMER GROUP INC	0%	167	2K	-47	-21.96%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	1.88%	230.27K	2.39M	0	0
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.52%	63.69K	659.79K	24.82K	+63.88%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.53%	64.74K	670.7K	-41.82K	-39.25%
Mar 31, 2024	AQR ARBITRAGE LLC	0.92%	112.37K	1.16M	0	0
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.06%	130.41K	1.35M	290	+0.22%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	2.01%	246.99K	2.56M	-3.49K	-1.39%
Mar 31, 2024	MACKAY SHIELDS LLC	3.27%	401.7K	4.16M	0	0
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	1.68%	205.72K	2.13M	-28.31K	-12.09%
Mar 31, 2024	CWM, LLC	0.06%	7.28K	75K	0	0
Mar 31, 2024	HIGHMARK WEALTH MANAGEMENT LLC	0.1%	12.88K	133.44K	0	0
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.11%	13.23K	137.06K	-11.5K	-46.50%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.11%	13.93K	144.29K	-1.11K	-7.39%
Mar 31, 2024	ONEASCENT FINANCIAL SERVICES LLC	0.11%	14K	145K	-1.31K	-8.56%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	14.54K	151K	14.54K	+100.00%
Dec 31, 2023	AQR ARBITRAGE LLC	0.92%	112.37K	1.15M	11.79K	+11.72%
Dec 31, 2023	ALMITAS CAPITAL LLC	1.1%	134.77K	1.38M	26.77K	+24.79%
Dec 31, 2023	MATISSE CAPITAL	1.44%	177.12K	1.81M	28.7K	+19.34%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.53%	187.33K	1.91M	0	0
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	1.88%	230.27K	2.35M	60.66K	+35.77%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	1.91%	234.03K	2.39M	149.26K	+176.07%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	2.04%	250.49K	2.56M	93.16K	+59.21%
Dec 31, 2023	MACKAY SHIELDS LLC	3.27%	401.7K	4.1B	0	0
Dec 31, 2023	HIGHMARK WEALTH MANAGEMENT LLC	0.1%	12.88K	131.51K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.09%	11.56K	106K	-4.04K	-25.92%
Dec 31, 2023	MONETA GROUP INVESTMENT ADVISORS LLC	0.09%	11K	112.28K	837	+8.24%
Dec 31, 2023	CWM, LLC	0.06%	7.28K	74K	-249	-3.31%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.04%	4.58K	46.77K	4.58K	+100.00%
Dec 31, 2023	COMERICA BANK	0.03%	3.63K	37.01K	0	0
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	1.74K	17.79K	1.74K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.01%	1.66K	16.97K	-2.39K	-58.93%
Dec 31, 2023	TUCKER ASSET MANAGEMENT LLC	0.01%	1.18K	12.02K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.24%	29.17K	297.79K	-2.48K	-7.83%
Dec 31, 2023	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	0.2%	24.79K	253.08K	0	0
Dec 31, 2023	KOSHINSKI ASSET MANAGEMENT, INC.	0.2%	24.73K	252.49K	8.72K	+54.45%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.18%	22.19K	226.57K	-5.9K	-21.00%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.18%	22.16K	226K	-737	-3.22%
Dec 31, 2023	LPL FINANCIAL LLC	0.15%	19.01K	194.07K	1.59K	+9.12%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.25%	30.26K	308.96K	4.84K	+19.03%
Dec 31, 2023	ROYAL BANK OF CANADA	0.25%	30.42K	311K	-1.69K	-5.27%
Dec 31, 2023	UBS GROUP AG	0.26%	31.95K	326.2K	-6.68K	-17.28%
Dec 31, 2023	ONEASCENT FINANCIAL SERVICES LLC	0.12%	15.31K	156K	15.31K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.12%	15.04K	153.54K	15.04K	+100.00%
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	774	7.9K	-333	-30.08%
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	582	5.94K	582	+100.00%
Dec 31, 2023	ELEMENT WEALTH, LLC	0.27%	33.54K	342.39K	-1.22K	-3.51%
Dec 31, 2023	BERGER FINANCIAL GROUP, INC	0.29%	35.52K	362.64K	-5.23K	-12.83%
Dec 31, 2023	SIGHTLINE WEALTH ADVISORS, LLC	0.3%	36.7K	374.7K	-3.05K	-7.67%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.3%	36.75K	375.25K	19.11K	+108.35%
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	0.32%	38.78K	395.9K	38.78K	+100.00%
Dec 31, 2023	FORT POINT CAPITAL PARTNERS LLC	0.32%	38.86K	396.78K	38.86K	+100.00%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.32%	39.75K	405.85K	6K	+17.78%
Dec 31, 2023		0.05%	5.6K	57.15K	5.6K	+100.00%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.43%	53.28K	542.38K	53.28K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	57.85K	590.62K	5.32K	+10.12%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.51%	62.02K	633.19K	62.02K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.62%	75.93K	775.23K	-48.92K	-39.18%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.77%	94.48K	965K	12.25K	+14.90%
Dec 31, 2023	COASTAL INVESTMENT ADVISORS, INC.	0.78%	95.19K	971.91K	0	0
Dec 31, 2023	MORGAN STANLEY	0.82%	100.16K	1.02M	-42.96K	-30.02%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.87%	106.56K	1.09M	15.14K	+16.55%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.06%	130.12K	1.33M	-2.12K	-1.61%

Insiders

Among the VFL insiders holding of 0.02% of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 3.41M. WEINSTEIN BOAZ, , is the second largest VFL insider with ownership of 3.41M shares. COLLINS ROBERT, SVP/Senior Portfolio Manager, stands third with possession of 4.8K shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	3.41M
WEINSTEIN BOAZ		3.41M
COLLINS ROBERT	SVP/Senior Portfolio Manager	4.8K
MAHER BILL	director	3.03K
YAO NANCY	director	1.5K
REIT TODD	director	1.25K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 05, 2025	REIT TODD	PURCHASE	9.64	250	2.41K	1.25K
May 12, 2025	YAO NANCY	PURCHASE	9.96	500	4.98K	1.5K
Nov 13, 2024	YAO NANCY	PURCHASE	10.63	1K	10.63K	1K
Aug 14, 2024	MAHER BILL	PURCHASE	10.99	2K	21.98K	3.03K
Dec 28, 2023	MAHER BILL	PURCHASE	10.19	1K	10.19K	1K
Sep 28, 2023	REIT TODD	PURCHASE	8.67	1K	8.67K	1K
Jun 09, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.07	48.41K	584.25K	3.41M
Jun 08, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.98	5.85K	70.11K	3.37M
Jun 08, 2022	WEINSTEIN BOAZ	PURCHASE	12.07	48.41K	584.25K	3.41M
Jun 07, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.00	3.42K	41.06K	3.36M
Jun 06, 2022	WEINSTEIN BOAZ	PURCHASE	12.00	3.42K	41.06K	3.36M
Jun 06, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.01	5.1K	61.21K	3.36M
Jun 03, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.15	28.22K	342.92K	3.35M
Jun 02, 2022	WEINSTEIN BOAZ	PURCHASE	12.15	28.22K	342.92K	3.35M
Jun 02, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.19	15.37K	187.4K	3.32M
Jun 01, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.08	2.19K	26.41K	3.31M
May 31, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.96	49.67K	594.05K	3.31M
May 31, 2022	WEINSTEIN BOAZ	PURCHASE	12.08	2.19K	26.41K	3.31M
May 27, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.96	36.32K	434.4K	3.26M
May 26, 2022	WEINSTEIN BOAZ	PURCHASE	11.96	36.32K	434.4K	3.26M
May 26, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.85	1.29K	15.3K	3.22M
May 25, 2022	WEINSTEIN BOAZ	PURCHASE	11.67	21.1K	246.19K	3.22M
May 25, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.67	21.1K	246.19K	3.22M
May 24, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.43	17.64K	201.58K	3.2M
May 23, 2022	WEINSTEIN BOAZ	PURCHASE	11.43	17.64K	201.58K	3.2M
May 23, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.21	12.68K	142.19K	3.18M
May 17, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.28	1.31K	14.8K	3.17M
May 17, 2022	WEINSTEIN BOAZ	PURCHASE	11.28	1.31K	14.8K	3.17M
May 16, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.37	12.09K	137.47K	3.17M
May 13, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.40	31.91K	363.75K	3.15M
May 13, 2022	WEINSTEIN BOAZ	PURCHASE	11.37	12.09K	137.47K	3.17M
May 12, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.41	116.89K	1.33M	3.12M
May 11, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.46	11.66K	133.62K	3M
May 10, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.48	71.63K	822.28K	2.99M
May 10, 2022	WEINSTEIN BOAZ	PURCHASE	11.46	11.66K	133.62K	3M
May 09, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.38	2.11K	23.98K	2.92M
May 06, 2022	WEINSTEIN BOAZ	PURCHASE	11.38	2.11K	23.98K	2.92M
May 06, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.62	7.16K	83.15K	2.92M
May 05, 2022	WEINSTEIN BOAZ	PURCHASE	11.62	78.37K	910.68K	2.91M
May 05, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.62	78.37K	910.68K	2.91M
May 03, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.78	70.71K	832.95K	2.83M
May 02, 2022	WEINSTEIN BOAZ	PURCHASE	11.78	70.71K	832.95K	2.83M
May 02, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.75	19.95K	234.35K	2.76M
Apr 29, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.86	1.02K	12.06K	2.74M
Apr 28, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.95	52.47K	627.02K	2.74M
Apr 28, 2022	WEINSTEIN BOAZ	PURCHASE	11.86	1.02K	12.06K	2.74M
Apr 26, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.90	26.15K	311.14K	2.69M
Apr 25, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	11.88	1.61K	19.17K	2.66M
Apr 25, 2022	WEINSTEIN BOAZ	PURCHASE	11.90	26.15K	311.14K	2.69M
Apr 18, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.06	25.39K	306.18K	2.66M
Apr 18, 2022	WEINSTEIN BOAZ	PURCHASE	12.06	25.39K	306.18K	2.66M
Apr 14, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.10	7.51K	90.83K	2.64M
Apr 13, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.11	6.9K	83.5K	2.63M
Apr 13, 2022	WEINSTEIN BOAZ	PURCHASE	12.10	7.51K	90.83K	2.64M
Apr 12, 2022	WEINSTEIN BOAZ	PURCHASE	12.13	42.11K	510.84K	2.62M
Apr 12, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.13	42.11K	510.84K	2.62M
Apr 08, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.20	29.61K	361.19K	2.58M
Apr 07, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.41	28.32K	351.41K	2.55M
Apr 07, 2022	WEINSTEIN BOAZ	PURCHASE	12.41	28.32K	351.41K	2.55M
Apr 04, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.61	6.85K	86.34K	2.52M
Apr 01, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.55	1.52K	19.13K	2.51M
Apr 01, 2022	WEINSTEIN BOAZ	PURCHASE	12.55	1.52K	19.13K	2.51M
Mar 31, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.49	7.76K	96.93K	2.51M
Mar 30, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.47	46.61K	581.21K	2.51M
Mar 30, 2022	WEINSTEIN BOAZ	PURCHASE	12.49	7.76K	96.93K	2.51M
Mar 29, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.44	64.52K	802.62K	2.46M
Mar 28, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.35	28.02K	346.05K	2.39M
Mar 28, 2022	WEINSTEIN BOAZ	PURCHASE	12.35	28.02K	346.05K	2.39M
Mar 25, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.37	2.33K	28.86K	2.37M
Mar 24, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.45	24.69K	307.38K	2.36M
Mar 24, 2022	WEINSTEIN BOAZ	PURCHASE	12.45	24.69K	307.38K	2.36M
Mar 23, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.54	16.13K	202.22K	2.34M
Mar 22, 2022	WEINSTEIN BOAZ	PURCHASE	12.60	26.5K	333.95K	2.32M
Mar 22, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.60	26.5K	333.95K	2.32M
Mar 21, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.56	16.27K	204.3K	2.3M
Mar 18, 2022	WEINSTEIN BOAZ	PURCHASE	12.56	16.27K	204.3K	2.3M
Mar 18, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.66	7.04K	89.09K	2.28M
Mar 10, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.96	5.28K	68.43K	2.25M
Mar 10, 2022	WEINSTEIN BOAZ	PURCHASE	12.96	5.28K	68.43K	2.25M
Mar 09, 2022	WEINSTEIN BOAZ	PURCHASE	12.98	6.18K	80.15K	2.24M
Mar 09, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.98	6.18K	80.15K	2.24M
Mar 07, 2022	WEINSTEIN BOAZ	PURCHASE	13.10	18.35K	240.33K	2.24M
Mar 07, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.10	18.35K	240.33K	2.24M
Mar 04, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.12	45.39K	595.57K	2.22M
Mar 03, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.11	14.18K	185.85K	2.17M
Mar 03, 2022	WEINSTEIN BOAZ	PURCHASE	13.11	14.18K	185.85K	2.17M
Mar 02, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.11	8.89K	116.52K	2.16M
Mar 01, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.24	20K	264.8K	2.15M
Feb 28, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.12	27.24K	357.4K	2.13M
Feb 25, 2022	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.09	112.46K	1.47M	2.1M
Dec 21, 2007	COLLINS ROBERT	PURCHASE	12.00	3K	36K	4.8K
Nov 26, 2007	COLLINS ROBERT	PURCHASE	11.97	1.8K	21.55K	1.8K

Frequently Asked Questions