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Institutional Holdings
KIOOwnership Summary
Institutions Holding
9
Total Shares Held
476,848
Total Value Held
$2,402,545
Quarter
2026-06-30
Active Positions
Increased Positions
3
109,807 shares
Decreased Positions
2
164,438 shares
Held Positions
2
88,009 shares
New Positions
2
114,594 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 162,934 | $1,834,637 | ▼ -5,759 | 0.05% | 2026-06-30 |
| Bramshill Investments, LLC | 47,659 | $536,640 | ▲ +522 | 0.04% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 1,504 | $16,935 | ▼ -694 | 0.00% | 2026-06-30 |
| Osbon Capital Management LLC | 574 | $6,463 | ▲ +266 | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 230 | $2,597 | Unchanged | 0.00% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 205 | $2,304 | New position | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 114,389 | $1,288 | New position | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 87,779 | $988 | Unchanged | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 61,574 | $693 | ▲ +18,471 | 0.02% | 2026-06-30 |