Institutional Owners for IAF
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC COM 1 $10,649,399 2,499,859 0.00 0.00 790,758 46.27 03-31-2024
1607 CAPITAL PARTNERS LLC COM 2 $7,832,883 1,808,980 0.00 0.00 450,831 33.19 12-31-2023
ATRIA WEALTH SOLUTIONS INC COM 3 $2,369,405 547,207 0.00 0.00 -5,211 -0.94 12-31-2023
MORGAN STANLEY COM 4 $849,837 196,267 0.00 0.00 57,817 41.76 12-31-2023
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