- Type / Class
- Equity / Common
- Shares outstanding
- 10,707,232
- Total 13F shares
- 3,218,954
- Share change
- +157,204
- Total reported value
- $63,249,876
- Price per share
- $19.65
- Number of holders
- 34
- Value change
- +$3,089,971
- Number of buys
- 17
- Number of sells
- 12
Quarterly Holders Quick Answers
What is CUSIP 45781W109?
CUSIP 45781W109 identifies INSI - Insight Select Income Fund - Common in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 45781W109:
Top shareholders of INSI - Insight Select Income Fund - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
9.7%
|
1,042,782
|
$20,585,000 | — | 31 Mar 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
8.5%
|
909,260
|
$17,950,000 | — | 31 Mar 2020 | |
| Karpus Management, Inc. |
13F
|
Company |
2.2%
|
232,360
|
$4,587,000 | — | 31 Mar 2020 | |
| M&R CAPITAL MANAGEMENT INC |
13F
|
Company |
1.2%
|
129,673
|
$2,559,000 | — | 31 Mar 2020 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
128,591
|
$2,538,000 | — | 31 Mar 2020 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.59%
|
63,237
|
$1,248,000 | — | 31 Mar 2020 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.54%
|
57,500
|
$1,135,000 | — | 31 Mar 2020 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.37%
|
39,300
|
$775,000 | — | 31 Mar 2020 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.33%
|
34,999
|
$691,000 | — | 31 Mar 2020 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.31%
|
33,360
|
$659,000 | — | 31 Mar 2020 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.22%
|
24,085
|
$475,000 | — | 31 Mar 2020 | |
| GILL CAPITAL PARTNERS, LLC |
13F
|
Company |
0.22%
|
23,028
|
$455,000 | — | 31 Mar 2020 | |
| LPL Financial LLC |
13F
|
Company |
0.19%
|
20,372
|
$402,000 | — | 31 Mar 2020 | |
| UBS Group AG |
13F
|
Company |
0.13%
|
13,588
|
$268,000 | — | 31 Mar 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.12%
|
12,989
|
$256,000 | — | 31 Mar 2020 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.12%
|
12,488
|
$247,000 | — | 31 Mar 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.11%
|
12,081
|
$239,000 | — | 31 Mar 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.1%
|
10,500
|
$207,000 | — | 31 Mar 2020 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
0.1%
|
10,215
|
$202,000 | — | 31 Mar 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
3,813
|
$75,000 | — | 31 Mar 2020 | |
| US BANCORP \DE\ |
13F
|
Company |
0.03%
|
3,000
|
$59,000 | — | 31 Mar 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.02%
|
2,668
|
$53,000 | — | 31 Mar 2020 | |
| Arkadios Wealth Advisors |
13F
|
Company |
0.02%
|
2,653
|
$52,378 | — | 31 Mar 2020 | |
| American Portfolios Advisors |
13F
|
Company |
0.02%
|
2,600
|
$51,324 | — | 31 Mar 2020 | |
| AdvisorNet Financial, Inc |
13F
|
Company |
0.02%
|
1,945
|
$38,000 | — | 31 Mar 2020 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
734
|
$14,000 | — | 31 Mar 2020 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
723
|
$14,000 | — | 31 Mar 2020 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
350
|
$7,000 | — | 31 Mar 2020 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0%
|
336
|
$7,000 | — | 31 Mar 2020 | |
| Advisory Services Network, LLC |
13F
|
Company |
0%
|
160
|
$3,000 | — | 31 Mar 2020 | |
| Parkside Financial Bank & Trust |
13F
|
Company |
0%
|
32
|
$1,000 | — | 31 Mar 2020 |
Institutional Holders of Insight Select Income Fund - Common (INSI) as of Q2 2020
As of 30 Jun 2020,
Insight Select Income Fund - Common (INSI) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,218,954 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, Karpus Management, Inc., Karpus Management, Inc., M&R CAPITAL MANAGEMENT INC, Invesco Ltd., ProVise Management Group, LLC, GUGGENHEIM CAPITAL LLC, WealthTrust Axiom LLC, and Raymond James Financial Services Advisors, Inc..
This page lists
34
institutional shareholders reporting positions in this security
for the Q2 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
30
Q2 2020 holders
34
Holder diff
4
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 Value $ | Q2 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.