Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shaker Financial Services, LLC (CIK 1511794) reported $286.9M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CSQ ($10.5M, 3.66%), JCE ($9.3M, 3.25%), ASG ($8.7M, 3.04%), ETG ($8.0M, 2.79%), FFA ($6.8M, 2.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CSQ | CALAMOS STRATEGIC TOTAL RETU | $10.5M | 3.66% | 612,583 | Added |
| 2 | JCE | NUVEEN CORE EQUITY ALPHA FD | $9.3M | 3.25% | 615,664 | Added |
| 3 | ASG | LIBERTY ALL-STAR GROWTH FD I | $8.7M | 3.04% | 1.8M | Added |
| 4 | ETG | EATON VANCE TX ADV GLBL DIV | $8.0M | 2.79% | 398,083 | Added |
| 5 | FFA | FIRST TR ENHANCED EQUITY | $6.8M | 2.38% | 334,855 | Added |
| 6 | ETB | EATON VANCE TAX MNGED BUY WR | $6.8M | 2.36% | 468,608 | Trimmed |
| 7 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | $6.5M | 2.28% | 407,322 | New |
| 8 | EOS | EATON VANCE ENHANCED EQUITY | $5.6M | 1.97% | 275,672 | Added |
| 9 | USA | LIBERTY ALL STAR EQUITY FD | $5.3M | 1.83% | 948,523 | Trimmed |
| 10 | SPE | SPECIAL OPPORTUNITIES FD INC | $5.1M | 1.78% | 372,043 | Added |
| 11 | ETY | EATON VANCE TAX-MANAGED DIVE | $5.1M | 1.77% | 368,539 | Added |
| 12 | EEA | EUROPEAN EQUITY FD INC | $5.0M | 1.75% | 508,317 | Added |
| 13 | STEW | SRH TOTAL RETURN FUND INC | $4.9M | 1.71% | 286,488 | Added |
| 14 | SABA | SABA CAPITAL INCOME & OPPORT | $4.8M | 1.68% | 580,372 | Added |
| 15 | RMT | ROYCE MICRO-CAP TR INC | $4.5M | 1.56% | 396,368 | Trimmed |
| 16 | DSL | DOUBLELINE INCOME SOLUTIONS | $4.2M | 1.45% | 383,952 | Trimmed |
| 17 | GHY | PGIM GLOBAL HIGH YIELD FD FO | $4.1M | 1.44% | 354,912 | Added |
| 18 | AOD | ABRDN TOTAL DYNAMIC DIVIDEND | $4.1M | 1.44% | 447,870 | Added |
| 19 | ARDC | ARES DYNAMIC CR ALLOCATION F | $4.0M | 1.40% | 331,238 | Added |
| 20 | ETO | EATON VANCE TAX-ADVANTAGED G | $4.0M | 1.40% | 151,069 | Added |
| 21 | STK | COLUMBIA SELIGM PREM TECH GR | $3.8M | 1.33% | 100,908 | Added |
| 22 | EAD | ALLSPRING INCOME OPPORTUNIT | $3.7M | 1.29% | 567,595 | Trimmed |
| 23 | KIO | KKR INCOME OPPORTUNITIES FD | $3.5M | 1.21% | 315,638 | Added |
| 24 | MCN | XAI MADISON EQUITY PREMIUM I | $3.4M | 1.18% | 573,686 | Trimmed |
| 25 | CHW | CALAMOS GBL DYN INCOME FUND | $3.4M | 1.17% | 463,606 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31