| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Insight Select Income Fund | – | 4.53 | 0.83 | 3.82 | 197.39 mm | 352 | Sep 2024 |
| Insight Select Income Fund | – | -0.89 | 0.69 | 0.67 | 186.52 mm | 351 | Dec 2024 |
| 13F holders | Current |
|---|---|
| Total holders | 29 |
| Opened positions | 11 |
| Closed positions | 4 |
| Increased positions | 4 |
| Reduced positions | 7 |
| 13F shares | Current |
|---|---|
| Total value | 27.00 bn |
| Total shares | 4.06 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Sit Investment Associates | 2.50 mm | $44.20 mm |
| Allspring Global Investments | 611.86 k | $10.80 bn |
| JNFC Jones Financial Companies LLLP | 203.04 k | $3.55 bn |
| Guggenheim Capital | 197.14 k | $3.48 bn |
| SeaBridge Investment Advisors | 158.00 k | $2.79 bn |
| Shaker Financial Services | 55.09 k | $972.36 mm |
| Raymond James Financial Services Advisors | 39.33 k | $694.20 mm |
| M&R Capital Management | 28.89 k | $509.96 mm |
| Riverbridge Partners | 28.84 k | $509.06 mm |
| Uncommon Cents Investing | 27.43 k | $484.14 mm |
