Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck CEF Muni Income ETF | Feb 28, 2026 | 1.5M | 16.7M | 0.5% |
| Advisor Managed Portfolios-Bramshill Income Performance Fund | Dec 31, 2025 | 637.4K | 7.2M | 0.2% |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | Dec 31, 2025 | 229.7K | 2.6M | 0.1% |
| INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund | Dec 31, 2025 | 233.3K | 2.6M | 0.1% |
| -BHILL Managed Account Completion | Dec 31, 2025 | 165.5K | 1.9M | 0.1% |
| Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund | Dec 31, 2025 | 76.9K | 872.3K | 0.0% |
| Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund | Sep 30, 2025 | 16.5K | 187.6K | 0.0% |
| SIT MUTUAL FUNDS II INC-Sit Tax-Free Income Fund | Dec 31, 2025 | 23.6K | 267.8K | 0.0% |
| First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E | Nov 30, 2025 | 14.6K | 165.8K | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.