| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 985,966 | 12,969,000 | 68.38% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 69,181 | 910,000 | 4.80% | ||
| 3 | MORGAN STANLEY | 65,335 | 859,000 | 4.53% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 63,800 | 840,000 | 4.43% | ||
| 5 | WELLS FARGO & COMPANY/MN | 54,658 | 719,000 | 3.79% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 45,412 | 597,000 | 3.15% | ||
| 7 | HighTower Advisors, LLC | 41,017 | 540,000 | 2.85% | ||
| 8 | ProVise Management Group, LLC | 28,233 | 371,000 | 1.96% | ||
| 9 | ROYAL BANK OF CANADA | 25,415 | 334,000 | 1.76% | ||
| 10 | FIRST TRUST ADVISORS LP | 17,567 | 231,000 | 1.22% | ||
| 11 | LPL Financial LLC | 14,460 | 191,000 | 1.01% | ||
| 12 | BENJAMIN F. EDWARDS & COMPANY, INC. | 14,290 | 188,000 | 0.99% | ||
| 13 | Segment Wealth Management, LLC | 10,800 | 142,000 | 0.75% | ||
| 14 | UBS Group AG | 3,047 | 40,000 | 0.21% | ||
| 15 | Creative Planning | 1,353 | 18,000 | 0.09% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 800 | 11,000 | 0.06% | ||
| 17 | CITIGROUP INC | 470 | 6,000 | 0.03% | ||
| 18 | Tower Research Capital LLC (TRC) | 52 | 1,000 | 0.01% |
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.
