Insight Select Income Fund - 45781W109
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | History | Reduced | 557,474 | 9,661 | 0.02% | 0.02% | 1 | -54,386 | -8.89% | Q4 2024 | Jan 29, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 223,538 | 3,873 | 0.03% | 0.02% | 2 | +26,397 | 13.39% | Q4 2024 | Feb 13, 2025 |
| Invesco Ltd. | History | New | 89,939 | 1,558 | 0.0% | — | 3 | +89,939 | New | Q4 2024 | Feb 13, 2025 |
| StoneX Group Inc. | History | New | 56,866 | 985 | 0.39% | — | 4 | +56,866 | New | Q4 2024 | Aug 13, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | New | 52,734 | 913 | 0.0% | — | 5 | +52,734 | New | Q4 2024 | Apr 23, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 34,452 | 597 | 0.01% | — | 6 | +34,452 | New | Q4 2024 | Feb 03, 2025 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 29,863 | 517 | 0.01% | 0.01% | 7 | +1,021 | 3.54% | Q4 2024 | Jan 17, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 29,552 | 512 | 0.0% | 0.0% | 8 | -173,483 | -85.44% | Q4 2024 | Feb 06, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 26,720 | 463 | 0.0% | — | 9 | +26,720 | New | Q4 2024 | Mar 17, 2025 |
| Baird Financial Group, Inc. | History | Added to | 23,000 | 398 | 0.0% | 0.0% | 10 | +2,500 | 12.2% | Q4 2024 | Feb 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 20,949 | 363 | 0.0% | 0.0% | 11 | +163 | 0.78% | Q4 2024 | Feb 10, 2025 |
| Atlantic Union Bankshares Corp | History | Reduced | 19,780 | 342 | 0.02% | 0.02% | 12 | -1,980 | -9.1% | Q4 2024 | Feb 07, 2025 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17,294 | 299 | 0.0% | 0.0% | 13 | +1,085 | 6.69% | Q4 2024 | Feb 13, 2025 |
| Dakota Wealth Management | History | No change | 11,850 | 205 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2024 | Jan 17, 2025 |
| LPL Financial LLC | History | Reduced | 10,529 | 182 | 0.0% | 0.0% | 15 | -130 | -1.22% | Q4 2024 | Feb 11, 2025 |
| Cetera Investment Advisers | History | Added to | 10,390 | 180 | 0.0% | 0.0% | 16 | +169 | 1.65% | Q4 2024 | Feb 14, 2025 |
| MORGAN STANLEY | History | Reduced | 7,608 | 131 | 0.0% | 0.0% | 17 | -1,381 | -15.36% | Q4 2024 | May 15, 2025 |
| UBS Group AG | History | Added to | 7,477 | 129 | 0.0% | 0.0% | 18 | +1,106 | 17.36% | Q4 2024 | Feb 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,758 | 117 | 0.0% | 0.0% | 19 | -131 | -1.9% | Q4 2024 | Jun 06, 2025 |
| US BANCORP \DE\ | History | No change | 4,066 | 70 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2024 | Feb 05, 2025 |
| ROYAL BANK OF CANADA | History | No change | 3,518 | 61 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,074 | 35 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| AQR Arbitrage LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,713 | -100.0% | Q3 2024 | Nov 14, 2024 |
| UHLMANN PRICE SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,352 | -100.0% | Q3 2024 | Jul 30, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q3 2024 | Nov 04, 2024 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2024 | Nov 13, 2024 |