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IDE — Performance
Institutional Holders of IDE
HolderAmountPosition Size
($ in 1000's)		 As of
Saba Capital Management L.P.1,159,110$11,800 12/31/2023
     IDE1,159,110$11,800 12/31/2023
Morgan Stanley596,017$6,067 12/31/2023
     IDE596,017$6,067 12/31/2023
City of London Investment Management Co. Ltd.410,218$4,176 12/31/2023
     IDE410,218$4,176 12/31/2023
Invesco Ltd.256,848$2,615 12/31/2023
     IDE256,848$2,615 12/31/2023
Sit Investment Associates Inc.189,657$1,931 12/31/2023
     IDE189,657$1,931 12/31/2023
Raymond James Financial Services Advisors Inc.156,445$1,646 03/31/2024
     IDE156,445$1,646 03/31/2024
Pathstone Holdings LLC139,714$1,422 12/31/2023
     IDE139,714$1,422 12/31/2023
Karpus Management Inc.122,850$1,251 12/31/2023
     IDE122,850$1,251 12/31/2023
Almitas Capital LLC107,662$1,096 12/31/2023
     IDE107,662$1,096 12/31/2023
PFG Investments LLC102,462$1,078 03/31/2024
     IDE102,462$1,078 03/31/2024
Wells Fargo & Company MN104,877$1,068 12/31/2023
     IDE104,877$1,068 12/31/2023
Consolidated Portfolio Review Corp103,283$1,051 12/31/2023
     IDE103,283$1,051 12/31/2023
LPL Financial LLC101,523$1,034 12/31/2023
     IDE101,523$1,034 12/31/2023
Royal Bank of Canada90,190$918 12/31/2023
     IDE90,190$918 12/31/2023
UBS Group AG85,244$868 12/31/2023
     IDE85,244$868 12/31/2023
Hennion & Walsh Asset Management Inc.81,759$860 03/31/2024
     IDE81,759$860 03/31/2024
CNH Partners LLC82,833$843 12/31/2023
     IDE82,833$843 12/31/2023
Live Oak Private Wealth LLC74,169$780 03/31/2024
     IDE74,169$780 03/31/2024
Kayne Anderson Capital Advisors LP58,300$593 12/31/2023
     IDE58,300$593 12/31/2023
Advisor Group Holdings Inc.55,426$564 12/31/2023
     IDE55,426$564 12/31/2023
GWM Advisors LLC56,110$558 12/31/2023
     IDE56,110$558 12/31/2023
Guggenheim Capital LLC45,294$461 12/31/2023
     IDE45,294$461 12/31/2023
Raymond James & Associates39,367$414 03/31/2024
     IDE39,367$414 03/31/2024
Atria Wealth Solutions Inc.33,700$350 12/31/2023
     IDE33,700$350 12/31/2023
Commonwealth Equity Services LLC33,483$341 12/31/2023
     IDE33,483$341 12/31/2023
CSS LLC IL32,888$335 12/31/2023
     IDE32,888$335 12/31/2023
Quantedge Capital Pte Ltd22,854$233 12/31/2023
     IDE22,854$233 12/31/2023
Oppenheimer & Co. Inc.22,600$230 12/31/2023
     IDE22,600$230 12/31/2023
International Assets Investment Management LLC22,000$224 03/31/2024
     IDE22,000$224 03/31/2024
Cyndeo Wealth Partners LLC20,593$217 03/31/2024
     IDE20,593$217 03/31/2024
Cambridge Investment Research Advisors Inc.19,877$209 03/31/2024
     IDE19,877$209 03/31/2024
National Asset Management Inc.20,119$209 12/31/2023
     IDE20,119$209 12/31/2023
C2C Wealth Management LLC19,232$193 12/31/2023
     IDE19,232$193 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,863$182 12/31/2023
     IDE17,863$182 12/31/2023
Dakota Wealth Management16,375$172 03/31/2024
     IDE16,375$172 03/31/2024
Landscape Capital Management L.L.C.11,665$119 12/31/2023
     IDE11,665$119 12/31/2023
Blue Bell Private Wealth Management LLC11,114$117 03/31/2024
     IDE11,114$117 03/31/2024
Kovack Advisors Inc.10,451$110 03/31/2024
     IDE10,451$110 03/31/2024
Bank of America Corp DE6,735$69 12/31/2023
     IDE6,735$69 12/31/2023
Comerica Bank4,032$41 12/31/2023
     IDE4,032$41 12/31/2023
The PNC Financial Services Group Inc.3,880$39 12/31/2023
     IDE3,880$39 12/31/2023
Advisory Services Network LLC3,196$33 12/31/2023
     IDE3,196$33 12/31/2023
JPMorgan Chase & Co.1,731$18 12/31/2023
     IDE1,731$18 12/31/2023
Northwestern Mutual Wealth Management Co.1,703$17 12/31/2023
     IDE1,703$17 12/31/2023
Steward Partners Investment Advisory LLC1,137$12 12/31/2023
     IDE1,137$12 12/31/2023
Larson Financial Group LLC800$8 12/31/2023
     IDE800$8 12/31/2023
West Branch Capital LLC511$5 03/31/2024
     IDE511$5 03/31/2024
Proequities Inc.0$0 12/31/2023
     IDE0$0 12/31/2023

See All: Funds Holding IDE
See Details: Top 10 Hedge Funds Holding IDE
Also See: IDE Holdings Changes

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