AI Holders Summary · Q1 2026

31 institutions reported CXH in Q1 2026. Bulldog Investors, LLP leads at 30.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Bulldog Investors, LLP

CIK 0001504304

$9M1.2M2.13%Q1 2026 02

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$5M576K0.23%Q1 2026 03

Almitas Capital LLC

CIK 0001596468

$4M455K0.82%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$3M431K0.00%Q1 2026 05

Focus Partners Wealth

CIK 0001542153

$2M272K0.00%Q4 2025 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M258K0.00%Q1 2026 07

ICON ADVISERS INC/CO

CIK 0001058470

$2M241K0.45%Q1 2026 08

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$626K78K0.36%Q1 2026 09

Bank of New York Mellon Corp

CIK 0001390777

$503K63K0.00%Q1 2026 10

Matisse Capital

CIK 0001668256

$384K48K0.16%Q1 2026 11

Beverly Hills Private Wealth, LLC

CIK 0001965710

$282K35K0.05%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$269K34K0.00%Q1 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$257K32K0.00%Q1 2026 14

Capital Investment Advisors, LLC

CIK 0001582732

$223K28K0.00%Q1 2026 15

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$187K23K0.06%Q1 2026 16

ROTHSCHILD INVESTMENT LLC

CIK 0000085338

$184K23K0.01%Q1 2026 17

EVOLVE PRIVATE WEALTH, LLC

CIK 0002111131

$166K21K0.01%Q1 2026 18

WELLS FARGO & COMPANY/MN

CIK 0000072971

$140K18K0.00%Q1 2026 19

Fortitude Advisory Group L.L.C.

CIK 0001928999

$126K16K0.06%Q1 2026 20

Closed-End Fund Advisors, Inc.

CIK 0002103520

$124K15K0.13%Q1 2026

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