CUSIP: 46132P108 Class: Closed End
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HUB Investment Partners, LLC | 169,496 | $2,088 |
| Legacy Advisors, LLC | 12,080 | $149 |
| &PARTNERS | 43,356 | $534 |
| Avior Wealth Management, LLC | 12,600 | $155 |
| JANE STREET GROUP, LLC | 30,125 | $371 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,946 | $221 |
| Virtu Financial LLC | 13,751 | $0 |
| Pinnacle Wealth Planning Services, Inc. | 300 | $4 |
| FLAGSHIP HARBOR ADVISORS, LLC | 274 | $3 |
| HRT FINANCIAL LP | 53,266 | $1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wagner Wealth Management, LLC | 129,938 | 233,176 | +103,238 (+79.5%) |
| GUGGENHEIM CAPITAL LLC | 910,330 | 1,119,319 | +208,989 (+23.0%) |
| BANK OF AMERICA CORP /DE/ | 1,599,064 | 1,688,099 | +89,035 (+5.6%) |
| Davis Investment Partners, LLC | 41,436 | 42,213 | +777 (+1.9%) |
| NewEdge Advisors, LLC | 101,027 | 122,661 | +21,634 (+21.4%) |
| RAYMOND JAMES FINANCIAL INC | 213,987 | 245,867 | +31,880 (+14.9%) |
| CIBC Private Wealth Group, LLC | 6,682 | 24,324 | +17,642 (+264.0%) |
| Savant Capital, LLC | 11,469 | 23,317 | +11,848 (+103.3%) |
| HOLLENCREST CAPITAL MANAGEMENT | 12,130 | 16,167 | +4,037 (+33.3%) |
| OSAIC HOLDINGS, INC. | 86,562 | 96,256 | +9,694 (+11.2%) |
| STIFEL FINANCIAL CORP | 99,442 | 108,117 | +8,675 (+8.7%) |
| MORGAN STANLEY | 666,119 | 674,730 | +8,611 (+1.3%) |
| ROYAL BANK OF CANADA | 59,854 | 65,322 | +5,468 (+9.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 144,250 | 153,548 | +9,298 (+6.4%) |
| Cornerstone Wealth Management, LLC | 16,137 | 17,906 | +1,769 (+11.0%) |
| D.A. DAVIDSON & CO. | 69,538 | 72,538 | +3,000 (+4.3%) |
| GOLDMAN SACHS GROUP INC | 23,613 | 24,713 | +1,100 (+4.7%) |
| Tower Research Capital LLC (TRC) | 4 | 398 | +394 (+9850.0%) |
| Global Retirement Partners, LLC | 1,000 | 1,290 | +290 (+29.0%) |
| Beacon Pointe Advisors, LLC | 14,379 | 14,649 | +270 (+1.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Robinson Capital Management, LLC | 267,977 | 232,777 | -35,200 (-13.1%) |
| Gridiron Partners, LLC | 150,650 | 28,741 | -121,909 (-80.9%) |
| Hennion & Walsh Asset Management, Inc. | 827,675 | 634,555 | -193,120 (-23.3%) |
| Whipplewood Advisors, LLC | 83,814 | 82,956 | -858 (-1.0%) |
| Advisors Asset Management, Inc. | 190,547 | 130,650 | -59,897 (-31.4%) |
| Kestra Advisory Services, LLC | 30,807 | 6,671 | -24,136 (-78.3%) |
| LPL Financial LLC | 294,663 | 241,967 | -52,696 (-17.9%) |
| Private Advisor Group, LLC | 48,469 | 26,697 | -21,772 (-44.9%) |
| WELLS FARGO & COMPANY/MN | 590,208 | 570,871 | -19,337 (-3.3%) |
| Capital Investment Advisors, LLC | 58,190 | 51,464 | -6,726 (-11.6%) |
| Citizens National Bank Trust Department | 13,300 | 12,100 | -1,200 (-9.0%) |
| PNC Financial Services Group, Inc. | 12,038 | 4,188 | -7,850 (-65.2%) |
| Rockefeller Capital Management L.P. | 94,945 | 91,154 | -3,791 (-4.0%) |
| Integrated Wealth Concepts LLC | 18,200 | 15,200 | -3,000 (-16.5%) |
| Tyche Wealth Partners LLC | 35,335 | 34,840 | -495 (-1.4%) |
| Atlantic Union Bankshares Corp | 4,332 | 4,000 | -332 (-7.7%) |
| Steward Partners Investment Advisory, LLC | 4,164 | 4,000 | -164 (-3.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| KENNEDY INVESTMENT GROUP | 111,076 | $1,394 |
| Uniting Wealth Partners, LLC | 13,686 | $172 |
| GREAT VALLEY ADVISOR GROUP, INC. | 43,592 | $547 |
| SIT INVESTMENT ASSOCIATES INC | 128,274 | $2 |
| CURIO WEALTH, LLC | 2,347 | $29 |
| Smartleaf Asset Management LLC | 4,333 | $54 |
| Activest Wealth Management | 800 | $10 |
| Newbridge Financial Services Group, Inc. | 679 | $9 |