DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
HERZ
HERZFELD CARIBBEAN BASIN FD COM
12 institutions still hold HERZFELD CARIBBEAN BASIN FD COM as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 42804T205·12 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
12 institutions reported HERZ in Q1 2026. Thomas J. Herzfeld Advisors, Inc. leads at 69.1% of the visible book. -49 net institutions QoQ — distribution reading.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.