Ticker: BSMZ CUSIP: 46138J353 Class: BULTSHS 2035 MUN
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Atlantic Union Bankshares Corp | 129,821 | $3,302 |
| Invesco Ltd. | 90,254 | $2,296 |
| Elequin Capital, LP | 85,314 | $2,170 |
| JANE STREET GROUP, LLC | 66,758 | $1,698 |
| Equitable Holdings, Inc. | 31,544 | $802 |
| STIFEL FINANCIAL CORP | 29,687 | $755 |
| RAYMOND JAMES FINANCIAL INC | 24,246 | $617 |
| Key Financial Inc | 23,550 | $599 |
| Koss-Olinger Consulting, LLC | 22,758 | $579 |
| MGO ONE SEVEN LLC | 16,496 | $420 |
| ENVESTNET ASSET MANAGEMENT INC | 13,966 | $355 |
| LPL Financial LLC | 12,543 | $319 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,025 | $306 |
| MML INVESTORS SERVICES, LLC | 11,889 | $302 |
| MONECO Advisors, LLC | 11,508 | $293 |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,400 | $265 |
| COOKSON PEIRCE & CO INC | 8,745 | $222 |
| Delta Investment Management, LLC | 7,864 | $200 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5,545 | $141 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,985 | $127 |
| Addison Advisors LLC | 4,525 | $115 |
| Kestra Advisory Services, LLC | 3,500 | $89 |
| ROYAL BANK OF CANADA | 1,890 | $48 |
| Total (23 institutions) | 629,813 | $16,019 |