CUSIP 45781W109
INSIGHT SELECT INCOME FD
60 institutions · $53.6M total · 5,603,299 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 631,939 | $11.0M | 11.27% | 2024-12-31 |
| 2 | Allspring Global Investments Holdings, LLC | 557,474 | $9.7M | 9.94% | 2024-12-31 |
| 3 | ABSOLUTE INVESTMENT ADVISERS LLC | 408,515 | $7.1M | 7.29% | 2024-12-31 |
| 4 | GUGGENHEIM CAPITAL LLC | 223,538 | $3.9M | 3.98% | 2024-12-31 |
| 5 | Quarry LP | 221,402 | $3.8M | 3.95% | 2024-12-31 |
| 6 | SeaBridge Investment Advisors LLC | 161,996 | $2.8M | 2.89% | 2024-12-31 |
| 7 | Invesco Ltd. | 89,939 | $1.6M | 1.60% | 2024-12-31 |
| 8 | Yakira Capital Management, Inc. | 64,821 | $1.1M | 1.15% | 2024-12-31 |
| 9 | StoneX Group Inc. | 56,866 | $985.5K | 1.01% | 2025-06-30 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 55,122 | $862.0K | 0.98% | 2023-09-30 |
| 11 | Raymond James Financial Services Advisors, Inc. | 39,331 | $694.2K | 0.70% | 2024-09-30 |
| 12 | RAYMOND JAMES FINANCIAL INC | 39,786 | $689.5K | 0.71% | 2025-03-31 |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 34,452 | $597.1K | 0.61% | 2024-12-31 |
| 14 | RIVERBRIDGE PARTNERS LLC | 29,863 | $517.5K | 0.53% | 2024-12-31 |
| 15 | M&R CAPITAL MANAGEMENT INC | 28,893 | $510.0K | 0.51% | 2024-09-30 |
| 16 | JONES FINANCIAL COMPANIES LLLP | 28,867 | $500.3K | 0.51% | 2024-12-31 |
| 17 | Uncommon Cents Investing LLC | 26,835 | $465.1K | 0.47% | 2024-12-31 |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26,720 | $463.1K | 0.47% | 2025-03-31 |
| 19 | AQR Arbitrage LLC | 24,713 | $436.2K | 0.44% | 2024-09-30 |
| 20 | WealthTrust Axiom LLC | 23,700 | $410.7K | 0.42% | 2024-12-31 |
| 21 | Baird Financial Group, Inc. | 23,000 | $398.6K | 0.41% | 2024-12-31 |
| 22 | Shaker Financial Services, LLC | 20,585 | $356.7K | 0.36% | 2024-12-31 |
| 23 | Atlantic Union Bankshares Corp | 19,780 | $342.8K | 0.35% | 2024-12-31 |
| 24 | Thomas J. Herzfeld Advisors, Inc. | 22,200 | $333.7K | 0.39% | 2023-12-31 |
| 25 | SANDERS MORRIS HARRIS LLC | 19,734 | $308.6K | 0.35% | 2023-09-30 |
| 26 | Aviance Capital Partners, LLC | 17,644 | $305.8K | 0.31% | 2024-12-31 |
| 27 | Logan Stone Capital, LLC | 19,354 | $292.4K | 0.34% | 2023-03-31 |
| 28 | TRANSATLANTIQUE PRIVATE WEALTH LLC | 15,351 | $266.0K | 0.27% | 2025-03-31 |
| 29 | WELLS FARGO & COMPANY/MN | 15,208 | $263.6K | 0.27% | 2024-12-31 |
| 30 | GILL CAPITAL PARTNERS, LLC | 14,977 | $259.6K | 0.26% | 2024-12-31 |
| 31 | RAYMOND JAMES & ASSOCIATES | 13,948 | $246.2K | 0.24% | 2024-09-30 |
| 32 | Wealth Dimensions Group, Ltd. | 14,201 | $246.1K | 0.25% | 2024-12-31 |
| 33 | UHLMANN PRICE SECURITIES, LLC | 13,352 | $235.6K | 0.23% | 2025-06-30 |
| 34 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12,781 | $208.6K | 0.22% | 2024-06-30 |
| 35 | Dakota Wealth Management | 11,850 | $205.4K | 0.21% | 2024-12-31 |
| 36 | Gilman Hill Asset Management, LLC | 12,125 | $192.5K | 0.21% | 2023-06-30 |
| 37 | LPL Financial LLC | 10,529 | $182.5K | 0.18% | 2024-12-31 |
| 38 | Cetera Investment Advisers | 10,390 | $180.1K | 0.18% | 2024-12-31 |
| 39 | MORGAN STANLEY | 8,988 | $158.6K | 0.16% | 2025-03-31 |
| 40 | UBS Group AG | 6,383 | $110.6K | 0.11% | 2024-12-31 |
| 41 | ADVISOR GROUP HOLDINGS, INC. | 4,813 | $83.4K | 0.08% | 2025-06-30 |
| 42 | American Portfolios Advisors | 3,098 | $66.2K | 0.05% | 2023-03-31 |
| 43 | Royal Bank of Canada | 3,518 | $61.0K | 0.06% | 2024-12-31 |
| 44 | US BANCORP \DE\ | 3,000 | $52.0K | 0.05% | 2024-12-31 |
| 45 | JPMORGAN CHASE & CO | 2,862 | $45.7K | 0.05% | 2024-12-31 |
| 46 | SIT INVESTMENT ASSOCIATES INC | 2,482,085 | $43.0K | 44.29% | 2024-12-31 |
| 47 | BANK OF AMERICA CORP /DE/ | 2,074 | $35.9K | 0.03% | 2024-12-31 |
| 48 | LRI Investments, LLC | 1,588 | $27.5K | 0.02% | 2024-12-31 |
| 49 | Tradewinds, LLC. | 530 | $9.4K | 0.00% | 2024-09-30 |
| 50 | CENTRAL TRUST Co | 517 | $7.8K | 0.00% | 2023-12-31 |
| 51 | HARBOUR INVESTMENTS, INC. | 340 | $6.0K | 0.00% | 2024-09-30 |
| 52 | FIFTH THIRD BANCORP | 336 | $5.1K | 0.00% | 2023-03-31 |
| 53 | IFP Advisors, Inc | 222 | $3.3K | 0.00% | 2023-12-31 |
| 54 | Pathway Financial Advisers, LLC | 137 | $2.2K | 0.00% | 2024-06-30 |
| 55 | Allworth Financial LP | 25 | $410 | 0.00% | 2024-06-30 |
| 56 | COMMONWEALTH EQUITY SERVICES, LLC | 20,949 | $363 | 0.37% | 2024-12-31 |
| 57 | Sandy Spring Bank | 2 | $33 | 0.00% | 2024-03-31 |
| 58 | FMR LLC | 1 | $18 | 0.00% | 2024-09-30 |
| 59 | TSFG, LLC | 50 | $1 | 0.00% | 2024-12-31 |
| 60 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-12-31 |