CHARLOTTE, NC
ALLSPRING UTILITIES & HIGH INCOME FUNDERH— Latest position per institution from SEC 13F filings
15
Institutional holders
1.77M
Total shares held
18.72M
Estimated value
88.53K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
438.88K
Value
5.31M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
314.50K
Value
3.80M
Filed
Jun 30, 2026
AXXCESS WEALTH MANAGEMENT, LLC
CIK 1911056
Shares
247.36K
Value
2.34M
Filed
Mar 31, 2024
ZIMMER PARTNERS, LP
CIK 1565854
Shares
128.80K
Value
1.56M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
123.16K
Value
1.49K
Filed
Jun 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
90.73K
Value
1.10M
Filed
Jun 30, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
55.12K
Value
712.11K
Filed
Dec 31, 2025
WOODLINE PARTNERS LP
CIK 1784547
Shares
49.79K
Value
435.14K
Filed
Sep 30, 2023
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
45.20K
Value
550.47K
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
39.47K
Value
477.18K
Filed
Jun 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
37.49K
Value
401.88K
Filed
Dec 31, 2024
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
29.15K
Value
352.41K
Filed
Jun 30, 2026
LEVEL FOUR ADVISORY SERVICES, LLC
CIK 1696715
Shares
27.86K
Value
336.83K
Filed
Jun 30, 2026
CETERA ADVISORS LLC
CIK 1534400
Shares
24.64K
Value
226.93K
Filed
Dec 31, 2023
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
22.71K
Value
274.61K
Filed
Jun 30, 2026
AVANTAX ADVISORY SERVICES, INC.
CIK 1303042
Shares
21.51K
Value
248.42K
Filed
Jun 30, 2025
BRIDGE ADVISORY, LLC
CIK 1847956
Shares
20.55K
Value
189.22K
Filed
Dec 31, 2023
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
18.83K
Value
210.10K
Filed
Sep 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
18.39K
Value
222.00
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
16.58K
Value
200.58K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 438.88K | 5.31M | Jun 30, 2026 |
| 2 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 314.50K | 3.80M | Jun 30, 2026 |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | 1911056 | 247.36K | 2.34M | Mar 31, 2024 |
| 4 | ZIMMER PARTNERS, LP | 1565854 | 128.80K | 1.56M | Jun 30, 2026 |
| 5 | COHEN & STEERS, INC. | 1284812 | 123.16K | 1.49K | Jun 30, 2026 |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 90.73K | 1.10M | Jun 30, 2026 |
| 7 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 55.12K | 712.11K | Dec 31, 2025 |
| 8 | WOODLINE PARTNERS LP | 1784547 | 49.79K | 435.14K | Sep 30, 2023 |
| 9 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 45.20K | 550.47K | Jun 30, 2026 |
| 10 | LPL FINANCIAL LLC | 1403438 | 39.47K | 477.18K | Jun 30, 2026 |
| 11 | LOGAN STONE CAPITAL, LLC | 1535521 | 37.49K | 401.88K | Dec 31, 2024 |
| 12 | CETERA INVESTMENT ADVISERS | 1666741 | 29.15K | 352.41K | Jun 30, 2026 |
| 13 | LEVEL FOUR ADVISORY SERVICES, LLC | 1696715 | 27.86K | 336.83K | Jun 30, 2026 |
| 14 | CETERA ADVISORS LLC | 1534400 | 24.64K | 226.93K | Dec 31, 2023 |
| 15 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 22.71K | 274.61K | Jun 30, 2026 |
| 16 | AVANTAX ADVISORY SERVICES, INC. | 1303042 | 21.51K | 248.42K | Jun 30, 2025 |
| 17 | BRIDGE ADVISORY, LLC | 1847956 | 20.55K | 189.22K | Dec 31, 2023 |
| 18 | CORNERSTONE ADVISORS, LLC | 1775446 | 18.83K | 210.10K | Sep 30, 2024 |
| 19 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 18.39K | 222.00 | Jun 30, 2026 |
| 20 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 16.58K | 200.58K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.