| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 112,932 | 1,671,000 | 41.37% | ||
| 2 | LPL Financial LLC | 78,218 | 1,172,000 | 29.02% | ||
| 3 | MORGAN STANLEY | 22,246 | 330,000 | 8.17% | ||
| 4 | UBS Group AG | 13,926 | 206,000 | 5.10% | ||
| 5 | Sigma Planning Corp | 12,855 | 190,000 | 4.70% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 9,639 | 143,000 | 3.54% | ||
| 7 | FIFTH THIRD BANCORP | 5,000 | 74,000 | 1.83% | ||
| 8 | WELLS FARGO & COMPANY/MN | 4,853 | 72,000 | 1.78% | ||
| 9 | Commonwealth Financial Services, LLC | 3,500 | 52,000 | 1.29% | ||
| 10 | IFP ADVISORS, INC | 2,745 | 41,000 | 1.02% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,410 | 36,000 | 0.89% | ||
| 12 | ROYAL BANK OF CANADA | 2,000 | 30,000 | 0.74% | ||
| 13 | Creative Planning | 727 | 11,000 | 0.27% | ||
| 14 | Tower Research Capital LLC (TRC) | 645 | 10,000 | 0.25% | ||
| 15 | WOLVERINE ASSET MANAGEMENT LLC | 87 | 1,000 | 0.02% |
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.