| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4.9% | -9.4% | $14,483,997 | -$1,378,278 | 1,463,030 | -8.7% | Saba Capital Management, L.P. | 13 Aug 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 4.8% | 1,411,760 | +14% | 0.06% | $14,569,364 |
| MACKAY SHIELDS LLC | 4.2% | 1,233,578 | +4.5% | 0.43% | $12,730,525 |
| MORGAN STANLEY | 4% | 1,179,333 | +12% | 0% | $12,170,717 |
| 1607 Capital Partners, LLC | 3.7% | 1,083,929 | -4.4% | 0.84% | $11,186,147 |
| Saba Capital Management, L.P. | 3.4% | 1,012,131 | -42% | 0.35% | $10,445,192 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.7% | 810,858 | 0% | 0.48% | $8,368,054 |
| GUGGENHEIM CAPITAL LLC | 2.3% | 692,936 | +52% | 0.05% | $7,151,099 |
| Advisors Asset Management, Inc. | 1.9% | 563,388 | +22% | 0.1% | $5,814,164 |
| UBS Group AG | 1.6% | 482,242 | +9.5% | 0% | $4,976,738 |
| Rareview Capital LLC | 1.1% | 331,218 | +110% | 2% | $3,255,873 |
| Hennion & Walsh Asset Management, Inc. | 0.8% | 236,306 | +2.3% | 0.09% | $2,438,678 |
| MELFA WEALTH MANAGEMENT, INC. | 0.76% | 224,990 | +0.5% | 1.4% | $2,321,898 |
| VAN ECK ASSOCIATES CORP | 0.73% | 214,860 | +4.7% | 0% | $2,217,000 |
| COHEN & STEERS, INC. | 0.7% | 207,982 | +36% | 0% | $2,146,000 |
| Fiera Capital Corp | 0.59% | 174,157 | -0.96% | 0.01% | $1,797,300 |
| Invesco Ltd. | 0.47% | 140,491 | +43% | 0% | $1,449,867 |
| Matisse Capital | 0.46% | 135,900 | 0% | 0.63% | $1,402,488 |
| ENVESTNET ASSET MANAGEMENT INC | 0.42% | 125,105 | +2.1% | 0% | $1,291,088 |
| PARK AVENUE SECURITIES LLC | 0.37% | 110,943 | +0.02% | 0.01% | $1,145,000 |
| BANK OF AMERICA CORP /DE/ | 0.37% | 110,326 | +30% | 0% | $1,138,562 |
| Atala Financial Inc | 0.34% | 102,158 | +96% | 0.67% | $1,054,274 |
| RAYMOND JAMES FINANCIAL INC | 0.34% | 101,075 | -2% | 0% | $1,043,086 |
| WELLS FARGO & COMPANY/MN | 0.31% | 92,038 | -15% | 0% | $949,829 |
| Ackerman Capital Advisors, LLC | 0.3% | 89,798 | +25% | 0.19% | $926,715 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 0.3% | 87,533 | -19% | 0.65% | $903,341 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 211,692 | $2,142,615 | +$218,631 | 1,012% | 4 |
| 2025 Q3 | 12,061,027 | $124,302,309 | -$840,398 | 1,032% | 70 |
| 2025 Q2 | 12,093,147 | $118,875,665 | +$3,452,967 | 983% | 73 |
| 2025 Q1 | 11,818,925 | $123,106,870 | +$3,699,281 | 1,040% | 75 |
| 2024 Q4 | 11,535,001 | $119,409,266 | +$5,763,131 | 1,035% | 78 |
| 2024 Q3 | 10,832,748 | $120,267,539 | +$394,556 | 1,111% | 73 |
| 2024 Q2 | 10,833,763 | $115,692,096 | +$3,795,323 | 1,068% | 81 |
| 2024 Q1 | 10,416,474 | $109,026,202 | +$5,671,087 | 1,047% | 87 |
| 2023 Q4 | 9,785,192 | $101,308,025 | +$49,656,683 | 1,035% | 78 |
| 2023 Q3 | 4,314,486 | $39,724,369 | +$3,552,926 | 921% | 55 |
| 2023 Q2 | 3,904,543 | $40,177,676 | +$3,290,379 | 1,028% | 55 |
| 2023 Q1 | 3,572,783 | $39,016,744 | -$2,248,055 | 1,095% | 53 |
| 2022 Q4 | 3,655,120 | $38,182,979 | +$3,015,815 | 1,042% | 54 |
| 2022 Q3 | 3,156,421 | $31,957,235 | +$3,393,304 | 1,011.98% | 48 |
| 2022 Q2 | 3,107,669 | $34,807,146 | +$872,298 | 1,119.06% | 53 |
| 2022 Q1 | 2,977,871 | $39,559,306 | -$382,810 | 1,328.02% | 46 |
| 2021 Q4 | 2,912,827 | $44,634,539 | +$336,268 | 1,532.12% | 48 |
| 2021 Q3 | 2,835,560 | $45,509,876 | -$318,532 | 1,605.04% | 44 |
| 2021 Q2 | 2,949,496 | $47,457,492 | -$2,754,351 | 1,609.03% | 43 |
| 2021 Q1 | 3,120,560 | $49,562,838 | -$807,883 | 1,588.15% | 47 |
| 2020 Q4 | 2,197,665 | $33,402,543 | +$1,427,121 | 1,520.13% | 50 |
| 2020 Q3 | 2,104,730 | $32,298,255 | +$179,828 | 1,540.07% | 43 |
| 2020 Q2 | 2,016,794 | $28,001,077 | -$2,628,869 | 1,388.03% | 42 |
| 2020 Q1 | 2,202,759 | $32,267,584 | -$908,785 | 1,464.74% | 41 |
| 2019 Q4 | 2,206,613 | $34,013,786 | +$98,013 | 1,541.08% | 40 |
| 2019 Q3 | 2,270,768 | $35,083,441 | +$25,259 | 1,544.88% | 42 |
| 2019 Q2 | 2,183,727 | $31,842,621 | -$8,084,379 | 1,457.73% | 42 |
| 2019 Q1 | 2,788,525 | $40,026,700 | -$1,319,796 | 1,435.08% | 40 |
| 2018 Q4 | 2,920,921 | $36,983,989 | +$5,099,016 | 1,265.97% | 47 |
| 2018 Q3 | 2,516,871 | $33,854,497 | -$3,430,100 | 1,344.79% | 40 |
| 2018 Q2 | 2,718,693 | $37,061,255 | +$3,219,680 | 1,363.14% | 44 |
| 2018 Q1 | 2,530,970 | $34,914,888 | +$3,807,325 | 1,376.68% | 42 |
| 2017 Q4 | 2,185,778 | $32,323,000 | +$948,011 | 1,478.71% | 41 |
| 2017 Q3 | 2,020,522 | $31,034,828 | +$1,917,022 | 1,535.95% | 36 |
| 2017 Q2 | 1,895,818 | $28,857,700 | +$671,448 | 1,522.12% | 34 |
| 2017 Q1 | 1,857,368 | $27,580,300 | +$4,795,409 | 1,484.9% | 36 |
| 2016 Q4 | 1,530,539 | $24,884,372 | -$174,096 | 1,625.95% | 30 |
| 2016 Q3 | 1,540,993 | $25,579,000 | -$2,514,076 | 1,660.01% | 31 |
| 2016 Q2 | 1,691,966 | $28,379,000 | -$993,665 | 1,676.96% | 31 |
| 2016 Q1 | 1,749,506 | $28,362,000 | -$1,168,207 | 1,620.98% | 34 |
| 2015 Q4 | 1,822,804 | $28,664,000 | +$183,768 | 1,572.08% | 34 |
| 2015 Q3 | 1,805,425 | $27,521,000 | +$10,196 | 1,524.15% | 31 |
| 2015 Q2 | 1,806,160 | $26,911,235 | -$790,250 | 1,489.99% | 31 |
| 2015 Q1 | 1,853,667 | $28,819,333 | -$1,466,852 | 1,554.95% | 33 |
| 2014 Q4 | 1,947,444 | $30,418,343 | -$2,723,139 | 1,562.01% | 32 |
| 2014 Q3 | 2,055,314 | $30,592,286 | +$1,885,366 | 1,488.32% | 34 |
| 2014 Q2 | 1,928,495 | $29,694,510 | +$1,518,994 | 1,539.82% | 35 |
| 2014 Q1 | 1,830,213 | $26,522,644 | +$581,548 | 1,448.58% | 34 |