| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4.9% | -10% | $19,837,393 | -$2,065,528 | 1,640,810 | -9.4% | Saba Capital Management, L.P. | 29 Jul 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 3.8% | 1,259,213 | +61% | 0.06% | $16,344,586 |
| Penserra Capital Management LLC | 2.8% | 919,362 | +0.28% | 0.14% | $11,933,000 |
| MORGAN STANLEY | 2.6% | 866,576 | +11% | 0% | $11,248,172 |
| Saba Capital Management, L.P. | 2.2% | 734,195 | -59% | 0.31% | $9,529,851 |
| UBS Group AG | 1.9% | 638,514 | +9.5% | 0% | $8,287,911 |
| WOLVERINE ASSET MANAGEMENT LLC | 1% | 336,983 | -17% | 0.06% | $4,374,039 |
| LPL Financial LLC | 0.95% | 318,382 | +5.1% | 0% | $4,132,601 |
| Heron Bay Capital Management | 0.87% | 290,074 | -0.22% | 0.7% | $3,765,165 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 0.64% | 214,500 | 0% | 0.35% | $2,784,210 |
| ROYAL BANK OF CANADA | 0.44% | 148,620 | +15% | 0% | $1,929,000 |
| D.A. DAVIDSON & CO. | 0.34% | 114,803 | +143% | 0.01% | $1,490,155 |
| FIRST TRUST ADVISORS LP | 0.3% | 100,356 | +30% | 0% | $1,302,614 |
| Shaker Financial Services, LLC | 0.3% | 99,145 | -64% | 0.45% | $1,314,902 |
| Cetera Investment Advisers | 0.28% | 94,972 | +6.4% | 0% | $1,232,743 |
| Quarry LP | 0.24% | 79,200 | 0% | 0.25% | $1,028,016 |
| RAYMOND JAMES FINANCIAL INC | 0.23% | 76,434 | -6.2% | 0% | $992,119 |
| Rockefeller Capital Management L.P. | 0.21% | 70,047 | +1.1% | 0% | $909,218 |
| STIFEL FINANCIAL CORP | 0.2% | 67,002 | +6.5% | 0% | $869,680 |
| OSAIC HOLDINGS, INC. | 0.2% | 66,950 | +7.6% | 0% | $851,445 |
| BANK OF AMERICA CORP /DE/ | 0.17% | 58,182 | +14% | 0% | $755,201 |
| Cambridge Investment Research Advisors, Inc. | 0.16% | 52,614 | +80% | 0% | $683,000 |
| PMG Family Office LLC | 0.14% | 46,275 | 0% | 0.68% | $606,480 |
| JPMORGAN CHASE & CO | 0.13% | 45,070 | -2.5% | 0% | $585,009 |
| Janney Montgomery Scott LLC | 0.13% | 43,196 | +4.9% | 0% | $561,000 |
| NWF Advisory Services Inc. | 0.12% | 39,611 | +14% | 0.06% | $514,151 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 55,166 | $721,176 | +$15,886 | 1,304.01% | 4 |
| 2025 Q3 | 7,373,869 | $95,727,171 | -$4,847,200 | 1,298% | 73 |
| 2025 Q2 | 7,710,497 | $97,415,190 | -$3,545,474 | 1,263% | 67 |
| 2025 Q1 | 8,004,202 | $96,338,441 | -$4,519,504 | 1,202% | 64 |
| 2024 Q4 | 8,435,116 | $101,630,524 | -$4,302,866 | 1,204% | 67 |
| 2024 Q3 | 8,773,436 | $115,950,870 | -$13,862,307 | 1,322% | 62 |
| 2024 Q2 | 9,554,794 | $117,996,672 | -$6,626,912 | 1,235% | 60 |
| 2024 Q1 | 10,209,281 | $127,006,031 | -$1,588,012 | 1,244% | 68 |
| 2023 Q4 | 10,527,496 | $129,481,339 | +$11,941,210 | 1,230% | 63 |
| 2023 Q3 | 9,897,614 | $110,059,306 | +$8,546,887 | 1,112% | 63 |
| 2023 Q2 | 9,079,249 | $105,905,997 | +$11,403,701 | 1,166% | 68 |
| 2023 Q1 | 8,100,433 | $93,495,927 | +$5,302,353 | 1,154% | 71 |
| 2022 Q4 | 7,657,632 | $87,977,328 | +$5,322,297 | 1,149% | 72 |
| 2022 Q3 | 7,226,102 | $82,153,443 | +$2,929,606 | 1,138.95% | 65 |
| 2022 Q2 | 6,849,204 | $90,567,025 | +$11,043,075 | 1,320.18% | 75 |
| 2022 Q1 | 6,140,288 | $99,456,221 | +$11,154,449 | 1,619.84% | 70 |
| 2021 Q4 | 5,589,862 | $104,217,481 | +$102,696,922 | 1,864.93% | 70 |