ASG — Institutional owners (13F)

84 filers · $79.4M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Karpus Management, Inc. $24,881,223 4,548,670 31.34% Shares
Shaker Financial Services, LLC $8,356,224 1,527,646 10.52% Shares
1607 Capital Partners, LLC $7,320,135 1,338,233 9.22% Shares
LPL Financial LLC $4,816,511 880,532 6.07% Shares
WOLVERINE ASSET MANAGEMENT LLC $3,389,633 619,677 4.27% Shares
RPO LLC $3,127,959 571,839 3.94% Shares
Almitas Capital LLC $2,552,083 466,560 3.21% Shares
Saba Capital Management, L.P. $2,424,299 443,199 3.05% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,371,677 433,579 2.99% Shares
WELLS FARGO & COMPANY/MN $1,764,741 322,622 2.22% Shares
BOOTHBAY FUND MANAGEMENT, LLC $1,563,982 285,920 1.97% Shares
PMG Family Office LLC $1,082,261 197,854 1.36% Shares
Calamos Advisors LLC $1,009,806 184,608 1.27% Shares
TWO SIGMA INVESTMENTS, LP $888,612 162,452 1.12% Shares
Integrated Wealth Concepts LLC $784,299 143,382 0.99% Shares
MORGAN STANLEY $759,262 138,804 0.96% Shares
Logan Stone Capital, LLC $754,488 137,932 0.95% Shares
Advisors Asset Management, Inc. $707,651 133,519 0.89% Shares
XTX Topco Ltd $678,324 124,008 0.85% Shares
EP Wealth Advisors, LLC $660,463 120,743 0.83% Shares
AMERIPRISE FINANCIAL INC $619,271 113,212 0.78% Shares
ABSOLUTE INVESTMENT ADVISERS, LLC $614,369 112,316 0.77% Shares
Bulldog Investors, LLP $571,106 104,407 0.72% Shares
OSAIC HOLDINGS, INC. $494,309 90,367 0.62% Shares
Dakota Wealth Management $483,871 88,459 0.61% Shares
Invesco Ltd. $436,588 79,815 0.55% Shares
PNC Financial Services Group, Inc. $389,984 71,295 0.49% Shares
Quarry LP $372,857 68,164 0.47% Shares
Advisory Advocates, LLC $372,813 68,156 0.47% Shares
Quantedge Capital Pte Ltd $342,422 62,600 0.43% Shares
JONES FINANCIAL COMPANIES LLLP $336,797 63,308 0.42% Shares
RAYMOND JAMES FINANCIAL INC $305,586 55,866 0.38% Shares
READYSTATE ASSET MANAGEMENT LP $288,980 52,830 0.36% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $288,624 52,765 0.36% Shares
GUGGENHEIM CAPITAL LLC $283,220 51,777 0.36% Shares
Atria Wealth Solutions, Inc. $253,671 46,331 0.32% Shares
Smith Asset Management Co., LLC $220,042 40,227 0.28% Shares
JANE STREET GROUP, LLC $209,528 38,305 0.26% Shares
BANK OF AMERICA CORP /DE/ $165,555 30,266 0.21% Shares
HighTower Advisors, LLC $161,741 29,569 0.20% Shares
MERCER GLOBAL ADVISORS INC /ADV $160,079 29,265 0.20% Shares
BURKE & HERBERT BANK & TRUST CO $154,057 28,164 0.19% Shares
CITADEL ADVISORS LLC $144,731 26,459 0.18% Shares
OPPENHEIMER & CO INC $131,389 24,020 0.17% Shares
UBS Group AG $120,969 22,115 0.15% Shares
Baird Financial Group, Inc. $120,280 21,989 0.15% Shares
NOMURA HOLDINGS INC $109,400 20,000 0.14% Shares
US BANCORP \DE\ $104,532 19,110 0.13% Shares
IHT Wealth Management, LLC $101,602 18,574 0.13% Shares
Atlantic Union Bankshares Corp $96,415 17,626 0.12% Shares
Sheaff Brock Investment Advisors, LLC $95,576 19,545 0.12% Shares
DECISION INVESTMENTS, INC $93,975 17,180 0.12% Shares
Sandy Spring Bank $86,192 17,626 0.11% Shares
Steward Partners Investment Advisory, LLC $85,940 15,711 0.11% Shares
INTEGRITY ALLIANCE, LLC. $75,439 13,791 0.10% Shares
RMR Wealth Builders $65,684 12,008 0.08% Shares
INDEPENDENT FINANCIAL GROUP, LLC $65,138 11,908 0.08% Shares
Kovack Advisors, Inc. $61,384 11,222 0.08% Shares
LVZ, Inc. $58,534 10,701 0.07% Shares
NWF Advisory Services Inc. $55,269 10,104 0.07% Shares
Iron Gate Global Advisors LLC $55,006 10,056 0.07% Shares
Financial Perspectives, Inc $48,929 8,945 0.06% Shares
United Financial Planning Group LLC $37,966 6,941 0.05% Shares
Farther Finance Advisors, LLC $26,808 4,901 0.03% Shares
Colonial Trust Co / SC $24,255 4,500 0.03% Shares
Community Financial Services Group, LLC $22,783 4,165 0.03% Shares
ROYAL BANK OF CANADA $22,000 4,103 0.03% Shares
Allworth Financial LP $16,235 2,968 0.02% Shares
LANARK FINANCIAL, INC. $14,690 2,685 0.02% Shares
NewEdge Advisors, LLC $11,192 2,046 0.01% Shares
ARMSTRONG ADVISORY GROUP, INC $10,509 1,921 0.01% Shares
Thomas J. Herzfeld Advisors, Inc. $6,295 1,151 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $5,470 1,000 0.01% Shares
ST GERMAIN D J CO INC $4,103 750 0.01% Shares
Parallel Advisors, LLC $2,275 415 0.00% Shares
Hughes Financial Services, LLC $640 117 0.00% Shares
ROTHSCHILD INVESTMENT LLC $443 81 0.00% Shares
WEDBUSH SECURITIES INC $408 74,592 0.00% Shares
Global Retirement Partners, LLC $377 69 0.00% Shares
Cambridge Investment Research Advisors, Inc. $55 10,065 0.00% Shares
CWM, LLC $55 12 0.00% Shares
JPMORGAN CHASE & CO $32 6 0.00% Shares
Physician Wealth Advisors, Inc. $15 3 0.00% Shares
Navigoe, LLC $0 35 0.00% Shares