On this page, we present all of the funds holding FUND from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FUND, with a link to that fund's top holdings. The next columns indicate the amount of FUND stock held by each of the funds holding FUND, followed by the FUND position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 30 funds holding FUND within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Shaker Financial Services LLC. For more details on the positions held by Shaker Financial Services LLC (or by any of the other funds holding FUND), click the fund name in the "Holder" column of the funds-holding-FUND table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Shaker Financial Services LLC	837,041	$6,696	12/31/2023
FUND	837,041	$6,696	12/31/2023
1607 Capital Partners LLC	409,935	$3,279	12/31/2023
FUND	409,935	$3,279	12/31/2023
Royal Bank of Canada	400,748	$3,206	12/31/2023
FUND	400,748	$3,206	12/31/2023
Integrated Wealth Concepts LLC	334,826	$2,679	12/31/2023
FUND	334,826	$2,679	12/31/2023
Morgan Stanley	321,284	$2,570	12/31/2023
FUND	321,284	$2,570	12/31/2023
Essex Financial Services Inc.	272,375	$2,179	12/31/2023
FUND	272,375	$2,179	12/31/2023
Cetera Investment Advisers	238,230	$1,906	12/31/2023
FUND	238,230	$1,906	12/31/2023
LPL Financial LLC	172,199	$1,378	12/31/2023
FUND	172,199	$1,378	12/31/2023
Advisor Group Holdings Inc.	162,376	$1,299	12/31/2023
FUND	162,376	$1,299	12/31/2023
UBS Group AG	114,513	$916	12/31/2023
FUND	114,513	$916	12/31/2023
Sprott Inc.	114,355	$915	12/31/2023
FUND	114,355	$915	12/31/2023
Wells Fargo & Company MN	97,253	$778	12/31/2023
FUND	97,253	$778	12/31/2023
Captrust Financial Advisors	93,989	$752	12/31/2023
FUND	93,989	$752	12/31/2023
Sapient Capital LLC	92,179	$741	03/31/2024
FUND	92,179	$741	03/31/2024
Wolverine Asset Management LLC	58,482	$468	12/31/2023
FUND	58,482	$468	12/31/2023
Invesco Ltd.	56,974	$456	12/31/2023
FUND	56,974	$456	12/31/2023
Landscape Capital Management L.L.C.	40,710	$326	12/31/2023
FUND	40,710	$326	12/31/2023
Lodestar Private Asset Management LLC	40,017	$320	12/31/2023
FUND	40,017	$320	12/31/2023
CNH Partners LLC	38,387	$307	12/31/2023
FUND	38,387	$307	12/31/2023
Northwestern Mutual Wealth Management Co.	36,613	$293	12/31/2023
FUND	36,613	$293	12/31/2023
Elequin Capital LP	30,570	$245	12/31/2023
FUND	30,570	$245	12/31/2023
Bank of America Corp DE	24,079	$193	12/31/2023
FUND	24,079	$193	12/31/2023
Level Four Advisory Services LLC	21,750	$174	12/31/2023
FUND	21,750	$174	12/31/2023
HighTower Advisors LLC	19,286	$154	12/31/2023
FUND	19,286	$154	12/31/2023
Mraz Amerine & Associates Inc.	15,835	$127	12/31/2023
FUND	15,835	$127	12/31/2023
McIlrath & Eck LLC	10,894	$87	12/31/2023
FUND	10,894	$87	12/31/2023
Peapack Gladstone Financial Corp	10,301	$82	12/31/2023
FUND	10,301	$82	12/31/2023
Blue Bell Private Wealth Management LLC	3,507	$28	12/31/2023
FUND	3,507	$28	12/31/2023
Steward Partners Investment Advisory LLC	1,992	$16	12/31/2023
FUND	1,992	$16	12/31/2023
US Bancorp DE	1,000	$8	12/31/2023
FUND	1,000	$8	12/31/2023
Proequities Inc.	0	$0	12/31/2023
FUND	0	$0	12/31/2023

See Summary: Institutional Holders of FUND
See Details: Top 10 Hedge Funds Holding FUND
Also See: FUND Insider Buying
Also See: FUND Holdings Changes

FUND — Current Quote

Quotes delayed 20 minutes Free FUND Email Alerts: Get Dividend Alerts Get SEC Filing Alerts

FUND — Performance