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Institutional Holders of KSM
HolderAmountPosition Size
($ in 1000's)
 As of
Saba Capital Management L.P.1,550,849$13,415 12/31/2023
     KSM1,550,849$13,415 12/31/2023
Sit Investment Associates Inc.718,316$6,213 12/31/2023
     KSM718,316$6,213 12/31/2023
1607 Capital Partners LLC521,275$4,509 12/31/2023
     KSM521,275$4,509 12/31/2023
Bulldog Investors LLC430,664$3,725 12/31/2023
     KSM430,664$3,725 12/31/2023
Rivernorth Capital Management LLC307,841$2,663 12/31/2023
     KSM307,841$2,663 12/31/2023
Logan Stone Capital LLC221,930$1,920 12/31/2023
     KSM221,930$1,920 12/31/2023
Almitas Capital LLC163,393$1,413 12/31/2023
     KSM163,393$1,413 12/31/2023
Envestnet Asset Management Inc.94,142$814 12/31/2023
     KSM94,142$814 12/31/2023
Baird Financial Group Inc.85,290$738 12/31/2023
     KSM85,290$738 12/31/2023
Park Avenue Securities LLC82,472$737 03/31/2024
     KSM82,472$737 03/31/2024
Riverbridge Partners LLC64,081$573 03/31/2024
     KSM64,081$573 03/31/2024
Advisor Group Holdings Inc.59,710$516 12/31/2023
     KSM59,710$516 12/31/2023
Captrust Financial Advisors58,600$507 12/31/2023
     KSM58,600$507 12/31/2023
LPL Financial LLC42,958$372 12/31/2023
     KSM42,958$372 12/31/2023
Melfa Wealth Management LLC33,693$301 03/31/2024
     KSM33,693$301 03/31/2024
Capital Investment Advisors LLC25,229$226 03/31/2024
     KSM25,229$226 03/31/2024
Matisse Capital22,808$197 12/31/2023
     KSM22,808$197 12/31/2023
Wells Fargo & Company MN20,919$181 12/31/2023
     KSM20,919$181 12/31/2023
Wolverine Asset Management LLC20,109$174 12/31/2023
     KSM20,109$174 12/31/2023
Thomas J. Herzfeld Advisors Inc.19,168$166 12/31/2023
     KSM19,168$166 12/31/2023
Morgan Stanley17,960$155 12/31/2023
     KSM17,960$155 12/31/2023
Integrated Capital Management Inc.14,843$133 03/31/2024
     KSM14,843$133 03/31/2024
Landscape Capital Management L.L.C.13,432$116 12/31/2023
     KSM13,432$116 12/31/2023
UBS Group AG13,056$113 12/31/2023
     KSM13,056$113 12/31/2023
Coastal Investment Advisors Inc.12,000$107 03/31/2024
     KSM12,000$107 03/31/2024
Camelot Portfolios LLC11,394$99 12/31/2023
     KSM11,394$99 12/31/2023
Lokken Investment Group LLC10,964$95 12/31/2023
     KSM10,964$95 12/31/2023
Blue Bell Private Wealth Management LLC10,319$92 03/31/2024
     KSM10,319$92 03/31/2024
Bank of America Corp DE9,000$78 12/31/2023
     KSM9,000$78 12/31/2023
Royal Bank of Canada2,500$22 12/31/2023
     KSM2,500$22 12/31/2023
Concord Wealth Partners2,000$17 12/31/2023
     KSM2,000$17 12/31/2023
Plante Moran Financial Advisors LLC1,346$12 12/31/2023
     KSM1,346$12 12/31/2023
Proequities Inc.1,125$10 12/31/2023
     KSM1,125$10 12/31/2023
GPS Wealth Strategies Group LLC684$6 12/31/2023
     KSM684$6 12/31/2023

See All: Funds Holding KSM
See Details: Top 10 Hedge Funds Holding KSM
Also See: KSM Insider Buying
Also See: KSM Holdings Changes

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