Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Closed-End Fund Advisors, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Closed-End Fund Advisors, Inc. (CIK 2103520) reported $102.4M across 163 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KYN ($4.3M, 4.20%), BPRE ($2.7M, 2.65%), MFM ($2.6M, 2.56%), EOD ($2.3M, 2.23%), TYG ($1.9M, 1.87%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1KYNKAYNE ANDERSON ENERGY INFRST$4.3M4.20%311,135Added
2BPREBLUEROCK PVT REAL ESTATE FD$2.7M2.65%208,547Added
3MFMABERDEEN MUN INCOME FD$2.6M2.56%466,837Added
4EODALLSPRING GLOBAL DIVIDEND OP$2.3M2.23%349,860Trimmed
5TYGTORTOISE ENERGY INFRSTRCTR C$1.9M1.87%44,601Trimmed
6FSSLFS SPECIALTY LENDING FD$1.9M1.86%170,332Added
7CPZCALAMOS LNG SHR EQT DYNAMIC$1.9M1.83%143,176Added
8RFMZRIVERNORTH FLEXIBLE MUNI INC$1.8M1.80%135,328Trimmed
9SABASABA CAPITAL INCOME & OPPORT$1.7M1.66%204,065Added
10HFROHIGHLAND OPPS & INCOME FD$1.7M1.65%237,067Added
11MEGINYLI CBRE GBL INFR MEGTRNDS$1.7M1.64%110,327Trimmed
12PNIPIMCO NEW YORK MUN FD II$1.7M1.63%234,876Trimmed
13OTFBLUE OWL TECHNOLOGY FIN CORP$1.7M1.61%159,487Trimmed
14VFLABRDN NATL MUN INCOME FD$1.6M1.60%158,424Added
15SDHYPGIM SHORT DUR HIG YLD OPP F$1.6M1.56%97,293Trimmed
16DMADESTRA MULTI-ALTERNATIVE FD$1.6M1.53%209,212Added
17NCDLNUVEEN CHURCHILL DIRECT LEND$1.6M1.53%126,329Added
18FINSANGEL OAK FINL STRATEGIES IN$1.5M1.49%118,848Trimmed
19RABROOKFIELD REAL ASSETS INCOM$1.5M1.47%116,624Added
20NMLNEUBERGER ENGY INFRSTR & INC$1.4M1.41%142,740Added
21WIWWESTERN AST INFL LKD OPP & I$1.3M1.29%157,106Added
22PBDCPUTNAM ETF TRUST$1.3M1.27%47,816Added
23GUGGUGGENHEIM ACTIVE ALLOC FD$1.3M1.26%80,586Trimmed
24FSCOFS CREDIT OPPORTUNITIES CORP$1.2M1.18%242,291Trimmed
25EMOCLEARBRIDGE ENERGY MIDSTREAM$1.1M1.12%22,885Added

Source: SEC Form 13F filings · as of 2026-06-30