Shaker Financial Services, LLC: 13F holdings
CIK 15117942026Q2
| Positions | 148 |
|---|---|
| Reported value | $318.3m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GAB GABELLI EQUITY TR INC | 2,073,169 | $11.7m | 3.7% |
| RVT ROYCE SMALL CAP TRUST INC | 605,745 | $11.2m | 3.5% |
| USA LIBERTY ALL STAR EQUITY FD | 1,646,776 | $9.6m | 3.0% |
| SPECIAL OPPORTUNITIES FD INC | 664,992 | $9.0m | 2.8% |
| NUVEEN CORE EQUITY ALPHA FD | 519,128 | $8.7m | 2.7% |
| LIBERTY ALL-STAR GROWTH FD I | 1,527,646 | $8.4m | 2.6% |
| FIRST TR ENHANCED EQUITY | 328,741 | $7.4m | 2.3% |
| SOURCE CAPITAL | 153,966 | $7.1m | 2.2% |
| EATON VANCE TAX MNGED BUY WR | 437,829 | $6.8m | 2.1% |
| EATON VANCE ENHANCED EQUITY | 309,881 | $6.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1511794")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.