| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 120,743 | 1,693,000 | 41.84% | ||
| 2 | LPL Financial LLC | 78,094 | 1,123,000 | 27.76% | ||
| 3 | MORGAN STANLEY | 28,466 | 399,000 | 9.86% | ||
| 4 | Sigma Planning Corp | 13,710 | 192,000 | 4.75% | ||
| 5 | UBS Group AG | 13,590 | 191,000 | 4.72% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 9,139 | 128,000 | 3.16% | ||
| 7 | WELLS FARGO & COMPANY/MN | 8,699 | 122,000 | 3.02% | ||
| 8 | FIFTH THIRD BANCORP | 5,000 | 70,000 | 1.73% | ||
| 9 | Commonwealth Financial Services, LLC | 3,500 | 49,000 | 1.21% | ||
| 10 | IFP ADVISORS, INC | 2,745 | 38,000 | 0.94% | ||
| 11 | ROYAL BANK OF CANADA | 2,000 | 28,000 | 0.69% | ||
| 12 | Creative Planning | 727 | 10,000 | 0.25% | ||
| 13 | Tower Research Capital LLC (TRC) | 200 | 3,000 | 0.07% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
