Name | Title | City, State | Date |
---|---|---|---|
Dennis Lowenfels | Chief Compliance Officer | New York, New York | 4/16/2025 |
Name | Holdings Value | Location | File Number |
---|---|---|---|
Saba Capital Management, L.P. | $3.64B | New York, NY | 028-14282 |
Penserra Capital Management LLC | $5.61B | Orinda, CA | 028-17117 |
Num | Name | Location | File Number |
---|---|---|---|
1 | Madison Avenue Solutions, LLC | ||
2 | Cabana Asset Management | ||
3 | Roundhill Financial Inc. | New York, NY | 028-20483 |
4 | Reflection Asset Management, LLC | ||
5 | Nightview Capital, Llc | Austin, TX | 028-18330 |
6 | TIS Advisors | ||
7 | Client First Investment Management LLC | West Bend, WI | 028-24056 |
8 | Miller Value Partners, Llc | Sarasota, FL | 028-06399 |
9 | Beacon Capital Management, Inc. | Dayton, OH | 028-15734 |
10 | Ocean Park Asset Management, LLC | Santa Monica, CA | 028-22305 |
11 | Frontier Asset Management, LLC | Sheridan, WY | |
12 | Tweedy, Browne Company, LLC | ||
13 | First Eagle Investment Management, LLC | New York, NY | |
14 | Bancreek Capital Advisors, LLC | Santa Monica, CA | |
15 | Horizon Investments, LLC | Charlotte, NC | |
16 | Twin Oak ETF Company |