HFRO — Institutional owners (13F)

98 filers · $218.2M 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
Saba Capital Management, L.P. $42,610,335 5,976,204 19.53% Shares
NEXPOINT ASSET MANAGEMENT, L.P. $32,792,973 4,599,295 15.03% Shares
RAYMOND JAMES FINANCIAL INC $28,374,720 3,979,624 13.01% Shares
Thomas J. Herzfeld Advisors, Inc. $19,083,259 2,676,474 8.75% Shares
MORGAN STANLEY $17,738,205 2,487,826 8.13% Shares
ENVESTNET ASSET MANAGEMENT INC $15,568,097 2,183,464 7.14% Shares
Invesco Ltd. $8,279,377 1,161,203 3.79% Shares
Atlas Wealth LLC $7,350,859 1,030,976 3.37% Shares
LPL Financial LLC $4,385,443 615,069 2.01% Shares
ROYAL BANK OF CANADA $3,882,000 544,380 1.78% Shares
OPPENHEIMER & CO INC $3,795,042 532,264 1.74% Shares
Geneos Wealth Management Inc. $3,747,084 525,538 1.72% Shares
Matisse Capital $3,523,070 617,000 1.61% Shares
Altium Capital Management LLC $2,260,602 317,055 1.04% Shares
Camelot Portfolios, LLC $2,210,608 310,043 1.01% Shares
Closed-End Fund Advisors, Inc. $1,690,288 237,067 0.77% Shares
CHOREO, LLC $1,469,814 206,145 0.67% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1,293,354 181,396 0.59% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,256,762 176,264 0.58% Shares
NewEdge Advisors, LLC $1,233,958 173,066 0.57% Shares
Aristides Capital LLC $1,024,624 143,706 0.47% Shares
IHT Wealth Management, LLC $979,669 137,401 0.45% Shares
GRATIA CAPITAL, LLC $889,289 124,725 0.41% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $872,124 122,317 0.40% Shares
HighTower Advisors, LLC $783,640 109,907 0.36% Shares
Baird Financial Group, Inc. $683,083 95,804 0.31% Shares
OSAIC HOLDINGS, INC. $681,235 95,535 0.31% Shares
Calamos Advisors LLC $571,833 80,201 0.26% Shares
GILPIN WEALTH MANAGEMENT, LLC $545,775 76,546 0.25% Shares
Creative Planning $488,774 68,552 0.22% Shares
HARBOUR INVESTMENTS, INC. $464,306 65,120 0.21% Shares
Samalin Investment Counsel, LLC $399,342 56,009 0.18% Shares
Ariadne Wealth Management, LP $377,274 52,914 0.17% Shares
Cetera Investment Advisers $363,402 50,969 0.17% Shares
XTX Topco Ltd $346,304 48,570 0.16% Shares
Financial Solutions Advisory Group, Inc. $341,320 44,734 0.16% Shares
AEGON USA Investment Management, LLC $339,523 47,619 0.16% Shares
Atria Wealth Solutions, Inc. $314,959 60,569 0.14% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $309,627 43,426 0.14% Shares
JANE STREET GROUP, LLC $289,913 40,661 0.13% Shares
MERCER GLOBAL ADVISORS INC /ADV $255,475 35,831 0.12% Shares
CSS LLC/IL $231,839 32,516 0.11% Shares
MidWestOne Financial Group, Inc. $218,736 36,578 0.10% Shares
Abel Hall, LLC $213,900 30,000 0.10% Shares
Papamarkou Wellner Asset Management inc. $213,900 30,000 0.10% Shares
UBS Group AG $213,494 29,943 0.10% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $208,804 29,285 0.10% Shares
EVOLVE PRIVATE WEALTH, LLC $205,963 28,887 0.09% Shares
INDEPENDENT FINANCIAL GROUP, LLC $205,923 28,881 0.09% Shares
B. Riley Wealth Advisors, Inc. $186,901 25,815 0.09% Shares
Mariner, LLC $179,049 25,112 0.08% Shares
North Ground Capital $176,332 24,731 0.08% Shares
MELFA WEALTH MANAGEMENT, INC. $134,446 18,856 0.06% Shares
MML INVESTORS SERVICES, LLC $133,209 18,683 0.06% Shares
One Charles Private Wealth Services, LLC $122,978 17,248 0.06% Shares
Kestra Advisory Services, LLC $111,163 15,591 0.05% Shares
GOLDMAN SACHS GROUP INC $108,005 15,148 0.05% Shares
NOMURA HOLDINGS INC $106,950 15,000 0.05% Shares
Keystone Wealth Services, LLC $104,842 14,704 0.05% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $94,749 13,015 0.04% Shares
Diversify Advisory Services, LLC $94,749 13,015 0.04% Shares
Capital Investment Advisory Services, LLC $93,230 13,076 0.04% Shares
STEPHENS INC /AR/ $90,858 12,743 0.04% Shares
COMMONWEALTH EQUITY SERVICES, LLC $90,480 12,689 0.04% Shares
Koshinski Asset Management, Inc. $82,886 11,625 0.04% Shares
Bulldog Investors, LLP $76,398 10,715 0.04% Shares
Post Resch Tallon Group Inc. $74,755 10,485 0.03% Shares
K2 PRINCIPAL FUND, L.P. $71,535 10,033 0.03% Shares
U.S. Capital Wealth Advisors, LLC $68,771 12,044 0.03% Shares
Rockefeller Capital Management L.P. $66,919 9,385 0.03% Shares
WELLS FARGO & COMPANY/MN $46,380 6,505 0.02% Shares
FIFTH THIRD BANCORP $43,892 6,156 0.02% Shares
COMERICA BANK $36,813 6,156 0.02% Shares
Arax Advisory Partners $35,964 5,044 0.02% Shares
IFP Advisors, Inc $27,415 3,845 0.01% Shares
Legacy Investment Solutions, LLC $27,404 5,270 0.01% Shares
Basepoint Wealth LLC $26,174 3,671 0.01% Shares
Triumph Capital Management $23,529 3,300 0.01% Shares
Byrne Asset Management LLC $12,834 1,800 0.01% Shares
Steward Partners Investment Advisory, LLC $8,991 1,261 0.00% Shares
Cambridge Investment Research Advisors, Inc. $6,736 944,693 0.00% Shares
Spire Wealth Management $3,565 500 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,952 414 0.00% Shares
CIBC Private Wealth Group LLC $2,614 412 0.00% Shares
Sandy Spring Bank $2,538 488 0.00% Shares
CALDWELL SUTTER CAPITAL, INC. $2,032 285 0.00% Shares
GABLES CAPITAL MANAGEMENT INC. $1,918 269 0.00% Shares
ASSETMARK, INC $1,611 226 0.00% Shares
SHP Wealth Management $1,504 211 0.00% Shares
PARK AVENUE SECURITIES LLC $1,257 176,281 0.00% Shares
Cedar Mountain Advisors, LLC $585 82 0.00% Shares
Sunrise Financial Services, LLC $499 70 0.00% Shares
FMR LLC $164 23 0.00% Shares
Janney Montgomery Scott LLC $82 11,530 0.00% Shares
Strategic Wealth Partners, Ltd. $43 6 0.00% Shares
Vision Retirement, LLC $19 3 0.00% Shares
AdvisorNet Financial, Inc $11 2 0.00% Shares
Kilter Group LLC $5 1 0.00% Shares