Closed-End Fund Advisors, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$98.3M
Q ending 2026-03-31
Prior quarter
$169.3M
Q ending 2025-12-31
Change
-42.0% QoQ
Positions
162
reported holdings

Largest positions

Top 100 of 162 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Kayne Anderson Energy InfrstKYNShares$4.3M303K
Bluerock Pvt Real Estate FdBPREShares$3.0M178K
Tortoise Energy Infrstrctr CTYGShares$2.3M47K
Blue Owl Technology Fin CorpOTFShares$2.1M169K
Allspring Global Dividend OpEODShares$2.1M353K
Calamos Lng Shr Eqt DynamicCPZShares$1.9M138K
Rivernorth Flexible Muni IncRFMZShares$1.8M142K
Pgim Short Dur Hig Yld Opp FSDHYShares$1.7M106K
Nyli Cbre Gbl Infr MegtrndsMEGIShares$1.7M114K
Saba Capital Income & OpportSABAShares$1.7M201K
Fs Specialty Lending FdFSSLShares$1.6M131K
Destra Multi-Alternative FdDMAShares$1.6M201K
Guggenheim Active Alloc FdGUGShares$1.6M107K
Pimco New York Mun Fd IiPNIShares$1.6M236K
Angel Oak Finl Strategies InFINSShares$1.5M121K
Abrdn Natl Mun Income FdXVFLXShares$1.5M154K
Mfs Mun Income TrMFMShares$1.5M275K
Brookfield Real Assets IncomRAShares$1.5M115K
Neuberger Engy Infrstr & IncNMLShares$1.5M139K
Fs Credit Opportunities CorpFSCOShares$1.3M264K
Highland Opps & Income FdHFROShares$1.3M235K
Arrowmark Financial CorpBANXShares$1.3M70K
Western Ast Infl Lkd Opp & IWIWShares$1.3M156K
Clearbridge Energy MidstreamEMOShares$1.2M23K
Nuveen Churchill Direct LendNCDLShares$1.2M93K
Carlyle Secured Lending IncCGBDShares$1.1M99K
Mfs High Income Mun TrXCXEXShares$1.0M275K
Nuveen Vriabl Rat Pfd & InmNPFDShares$989K54K
Bain Cap Specialty Fin IncBCSFShares$944K76K
Pimco Calif Mun Income FdXPCQXShares$937K109K
Cohen & Steers Real Estate ORLTYShares$936K64K
Xai Octagn Flt Rat & Alt InmXFLTShares$890K52K
Flaherty & Crumrine DynamicDFPShares$883K44K
Flaherty & Crumrine Pfd IncoPFOShares$856K95K
Blackstone Long Short Cr IncBGXShares$824K76K
Nuveen Real Estate Income FdJRSShares$814K109K
Principal Real Estate IncomePGZShares$785K82K
Pimco Etf TrMINTShares$780K8K
Nuveen Multi Asset Income FuNMAIShares$779K63K
Putnam Etf TrustPBDCShares$773K28K
Thornburg Incm Builder Opp TTBLDShares$758K36K
Trinity Cap IncTRINShares$753K51K
Flaherty & Crumrine Total ReFLCShares$748K45K
Blackstone Secd Lending FdBXSLShares$734K31K
Nuveen Real Asset Income & GJRIShares$711K58K
Crescent Cap Bdc IncCCAPShares$678K56K
Capital Southwest CorpCSWCShares$677K31K
Abrdn Healthcare InvestorsHQHShares$676K38K
Alliancebernstein Natl Mun IAFBShares$670K63K
Bny Mellon Strategic Muns InLEOShares$659K105K
Microsoft CorpMSFTShares$630K2K
Abrdn Total Dynamic DividendXAODXShares$618K67K
Blackrock Muniholdings Fd InMHDShares$608K54K
Duff & Phelps Utlity And InfDPGShares$603K42K
Bny Mellon Strategic Mun BdDSMShares$603K100K
Morgan Stanley Direct LendinMSDLShares$598K43K
Blackstone Strategic Cred 20BGBShares$591K53K
Western Asset Managed Muns FMMUShares$584K57K
Virtus Dividend Interest & PNFJShares$582K46K
Abrdn Global Infra Income FuASGIShares$577K26K
Federated Hermes Prem Muni IFMNShares$566K52K
Rivernorth Managed Dur Mun IRMMZShares$564K38K
Abrdn Emerging Markets Ex ChAEFShares$547K75K
Blackrock Mun Target Term TrBTTShares$542K24K
Blackrock Enhanced GlobalXBOEXShares$539K49K
Neuberger Next GenerationNBXGShares$523K41K
Central Secs CorpCETShares$520K10K
Nuveen S&P 500 Dynamic OverwXSSPXShares$518K32K
Eaton Vance Tax-Managed GlobETWShares$516K59K
Golub Cap Bdc IncGBDCShares$503K40K
Kayne Anderson Bdc IncKBDCShares$492K36K
Ares Capital CorpARCCShares$477K26K
Ares Dynamic Cr Allocation FARDCShares$458K38K
Blackrock Enhanced Intl DivXBGYXShares$446K83K
Hercules Capital IncHTGCShares$441K30K
Abrdn Life Sciences InvestorHQLShares$431K27K
Nuveen Mun Cr Income FdNZFShares$428K35K
Srh Total Return Fund IncSTEWShares$411K24K
First Tr Exchng Traded Fd ViEIPIShares$408K18K
Flaherty & Crumrin Pfd & InmXFFCXShares$388K25K
Runway Growth Finance CorpRWAYShares$388K57K
Midcap Financial Invstmnt CoMFICShares$381K34K
Nuveen Mortgage And Income FJLSShares$377K21K
Goldman Sachs Bdc IncGSBDShares$376K42K
Eli Lilly & CoLLYShares$368K400
Adams Diversified Equity FdADXShares$352K16K
Gamco Nat Res Gold & IncomeGNTShares$349K42K
Voya Glbl Adv & Prem Opp FdIGAShares$337K35K
Nuveen Amt Free Mun Cr Inc FNVGShares$333K27K
Whitehorse Fin IncWHFShares$332K45K
Allspring Multi Sector IncomERCShares$331K37K
Western Asset Diversified InWDIShares$329K24K
Barings Bdc IncBBDCShares$328K40K
Blackrock Muniyield QualityMYIShares$325K31K
Fs Kkr Cap CorpFSKShares$319K31K
Blackrock Cr AllocationBTZShares$319K32K
Airbnb IncABNBShares$316K3K
Templeton Emerging Mkts FdEMFShares$315K18K
Neuberger Mun Fd IncNBHShares$314K31K
Rivernorth Doubleline StrateOPPShares$312K41K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.