Shaker Financial Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1511794
Institutional-grade research for retail investors
13F Reported Value
ⓘ$319.2M
Holdings
148
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Shaker Financial Services, LLC disclosed 148 positions worth $319.2M in its Form 13F-HR for Q2 2026, led by $GAB (GABELLI EQUITY TRUST INC) at 3.7% of the equity portfolio, followed by $RVT and $USA. During the quarter the fund opened 25 new positions and exited 22 — including a new stake in $GAB. The portfolio is most concentrated in Other (99.9% of disclosed assets). All figures are sourced directly from Shaker Financial Services, LLC’s Form 13F-HR filing with the SEC under CIK 1511794.
AI Fund Analysis
Concentrating
$RVT3.5% weight
Held 10 quarters
$USA3.0% weight
Held 9 quarters
$SPE2.8% weight
Held 10 quarters
$JCE2.7% weight
Held 10 quarters
$ASG2.6% weight
Held 10 quarters
$HYI4 quarters accumulating
PIMCO GLOBAL STOCKPLUS INC
4 quarters accumulating
$PFN4 quarters accumulating
$IAE4 quarters accumulating
$IGA4 quarters accumulating
Sector Allocation
OtherFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$11.7M2,073,169 sh - —
Quality
$11.2M605,745 sh - —
Quality
$9.6M1,646,776 sh - —
Quality
$9.0M664,992 sh - —
Quality
$8.7M519,128 sh - $8.4M1,527,646 sh
- $7.4M328,741 sh
- —
Quality
$7.1M153,966 sh - $6.8M437,829 sh
- $6.1M309,881 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GABELLI EQUITY TRUST INC$GAB | — | $11.7M | 2,073,169 |
| ROYCE SMALL-CAP TRUST, INC.$RVT | — | $11.2M | 605,745 |
| LIBERTY ALL STAR EQUITY FUND$USA | — | $9.6M | 1,646,776 |
| SPECIAL OPPORTUNITIES FUND, INC.$SPE | — | $9.0M | 664,992 |
| Nuveen Core Equity Alpha Fund$JCE | — | $8.7M | 519,128 |
| LIBERTY ALL STAR GROWTH FUND INC.$ASG | — | $8.4M | 1,527,646 |
 FIRST TRUST ENHANCED EQUITY INCOME FUND$FFA | — | $7.4M | 328,741 |
 SOURCE CAPITAL /DE/$SOR | — | $7.1M | 153,966 |
 Eaton Vance Tax-Managed Buy-Write Income Fund$ETB | — | $6.8M | 437,829 |
 Eaton Vance Enhanced Equity Income Fund$EOI | — | $6.1M | 309,881 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Shaker Financial Services, LLC's 148 positions.
Showing top 10 of 148 holdings.
Sector Allocation
Other
$318.8M
Financials
$403,216
Full Holdings — Shaker Financial Services, LLC (Q2 2026)
All 148 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GAB | GABELLI EQUITY TRUST INC | $11.7M | 3.7% | NEW | — |
| 2 | $RVT | ROYCE SMALL-CAP TRUST, INC. | $11.2M | 3.5% | +337% | — |
| 3 | $USA | LIBERTY ALL STAR EQUITY FUND | $9.6M | 3.0% | +74% | — |
| 4 | $SPE | SPECIAL OPPORTUNITIES FUND, INC. | $9.0M | 2.8% | +79% | — |
| 5 | $JCE | Nuveen Core Equity Alpha Fund | $8.7M | 2.7% | -16% | — |
| 6 | $ASG | LIBERTY ALL STAR GROWTH FUND INC. | $8.4M | 2.6% | -17% | — |
| 7 | $FFA | FIRST TRUST ENHANCED EQUITY INCOME FUND | $7.4M | 2.3% | -2% | — |
| 8 | $SOR | SOURCE CAPITAL /DE/ | $7.1M | 2.2% | +410% | — |
| 9 | $ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | $6.8M | 2.1% | -7% | — |
| 10 | $EOI | Eaton Vance Enhanced Equity Income Fund | $6.1M | 1.9% | NEW | — |
| 11 |  $EEA | EUROPEAN EQUITY FUND, INC / MD | $5.5M | 1.7% | -1% | — |
| 12 |  $STEW | SRH Total Return Fund, Inc. | $5.3M | 1.7% | +4% | — |
| 13 |  $EOS | Eaton Vance Enhanced Equity Income Fund II | $5.3M | 1.6% | -13% | — |
| 14 | — | LMP CAP & INCOME FD INC - COM | $5.2M | 1.6% | NEW | — |
| 15 |  $GAM | GENERAL AMERICAN INVESTORS CO INC | $5.2M | 1.6% | +1116% | — |
| 16 | — | NUVEEN S&P 500 DYNAMIC OVERW - COM | $5.0M | 1.6% | -37% | — |
| 17 |  $SABA | Saba Capital Income & Opportunities Fund II | $4.9M | 1.5% | +2% | — |
| 18 |  $GDV | GABELLI DIVIDEND & INCOME TRUST | $4.8M | 1.5% | +205% | — |
| 19 |  $TWN | TAIWAN FUND INC | $4.3M | 1.3% | -1% | — |
| 20 |  $RMT | ROYCE MICRO-CAP TRUST, INC. | $4.2M | 1.3% | -27% | — |
| 21 |  $GHY | PGIM Global High Yield Fund, Inc. | $4.1M | 1.3% | -5% | — |
| 22 |  $DSL | DoubleLine Income Solutions Fund | $3.9M | 1.2% | -7% | — |
| 23 |  $HGLB | HIGHLAND GLOBAL ALLOCATION FUND | $3.9M | 1.2% | +173% | — |
| 24 |  $EAD | ALLSPRING INCOME OPPORTUNITIES FUND | $3.9M | 1.2% | +5% | — |
| 25 |  $BLW | BLACKROCK Ltd DURATION INCOME TRUST | $3.8M | 1.2% | +167% | — |
| 26 |  $BWG | BrandywineGLOBAL-Global Income Opportunities Fund Inc | $3.8M | 1.2% | +20% | — |
| 27 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.7M | 1.2% | NEW | — |
| 28 |  $CHW | Calamos Global Dynamic Income Fund | $3.7M | 1.1% | -11% | — |
| 29 | $HYI | Western Asset High Yield Opportunity Fund Inc. | $3.5M | 1.1% | +20% | — |
| 30 | — | PIMCO GLOBAL STOCKPLUS INCOM - COM | $3.4M | 1.1% | +70% | — |
| 31 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $3.4M | 1.1% | -73% | — |
| 32 | $PFN | PIMCO Income Strategy Fund II | $3.3M | 1.1% | +24% | — |
| 33 |  $ERC | ALLSPRING MULTI-SECTOR INCOME FUND | $3.3M | 1.0% | -4% | — |
| 34 |  $MMT | ABERDEEN MULTI-MARKET INCOME FUND | $3.3M | 1.0% | NEW | — |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $3.2M | 1.0% | -9% | — |
| 36 |  $MSD | MORGAN STANLEY EMERGING MARKETS DEBT FUND INC | $3.2M | 1.0% | +41% | — |
| 37 |  $EHI | WESTERN ASSET GLOBAL HIGH INCOME FUND INC. | $3.1M | 1.0% | +34% | — |
| 38 |  $DBL | DoubleLine Opportunistic Credit Fund | $3.0M | 0.9% | +1329% | — |
| 39 | — | ALLIANCEBERNSTEIN GLOBAL HIG - COM | $3.0M | 0.9% | +41% | — |
| 40 | $IAE | Voya Asia Pacific High Dividend Equity Income Fund | $2.9M | 0.9% | +23% | — |
| 41 |  $ETO | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | $2.8M | 0.9% | -39% | — |
| 42 |  $BGH | BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND | $2.7M | 0.8% | -15% | — |
| 43 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.6M | 0.8% | +88% | — |
| 44 |  $RGT | ROYCE GLOBAL TRUST, INC. | $2.6M | 0.8% | -7% | — |
| 45 |  $ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | $2.5M | 0.8% | +31% | — |
| 46 |  $CGO | CALAMOS GLOBAL TOTAL RETURN FUND | $2.4M | 0.8% | -18% | — |
| 47 |  $CPZ | Calamos Long/Short Equity & Dynamic Income Trust | $2.4M | 0.8% | +48% | — |
| 48 |  $MCN | XAI Madison Equity Premium Income Fund | $2.4M | 0.7% | -26% | — |
| 49 |  $PFL | PIMCO INCOME STRATEGY FUND | $2.3M | 0.7% | +583% | — |
| 50 |  $HIO | WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. | $2.3M | 0.7% | +25% | — |
| 51 |  $SWZ | Total Return Securities Fund | $2.3M | 0.7% | +22% | — |
| 52 | — | EATON VANCE TAX-MANAGED DIVE - COM | $2.3M | 0.7% | -57% | — |
| 53 |  $ACP | abrdn Income Credit Strategies Fund | $2.3M | 0.7% | +35% | — |
| 54 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $2.3M | 0.7% | +13% | — |
| 55 |  $DLY | DoubleLine Yield Opportunities Fund | $2.2M | 0.7% | -19% | — |
| 56 |  $EVV | Eaton Vance Ltd Duration Income Fund | $2.2M | 0.7% | -20% | — |
| 57 |  $CIK | CREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC. | $2.2M | 0.7% | +204% | — |
| 58 | — | CALAMOS CONV & HIGH INCOME F - COM SHS | $2.1M | 0.7% | +90% | — |
| 59 |  $ISD | PGIM High Yield Bond Fund, Inc. | $2.1M | 0.7% | +745% | — |
| 60 |  $ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | $2.1M | 0.7% | -78% | — |
| 61 | $IGA | Voya Global Advantage & Premium Opportunity Fund | $2.1M | 0.7% | +16% | — |
| 62 |  $TEI | TEMPLETON EMERGING MARKETS INCOME FUND | $2.0M | 0.6% | +99% | — |
| 63 |  $PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | $2.0M | 0.6% | +27% | — |
| 64 |  $TDF | TEMPLETON DRAGON FUND INC | $2.0M | 0.6% | +2% | — |
| 65 |  $KIO | KKR Income Opportunities Fund | $2.0M | 0.6% | -44% | — |
| 66 | — | BLACKROCK ENHANCED GLOBAL - COM | $1.9M | 0.6% | -28% | — |
| 67 |  $PTA | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | $1.9M | 0.6% | -33% | — |
| 68 |  $JHI | JOHN HANCOCK INVESTORS TRUST | $1.7M | 0.6% | +8% | — |
| 69 |  $ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund | $1.7M | 0.5% | -16% | — |
| 70 |  $VGI | Virtus Global Multi-Sector Income Fund | $1.6M | 0.5% | +8% | — |
| 71 |  $FTF | FRANKLIN LTD DURATION INCOME TRUST | $1.6M | 0.5% | -41% | — |
| 72 |  $AEF | abrdn Emerging Markets ex-China Fund, Inc. | $1.6M | 0.5% | +4% | — |
| 73 |  $HIX | WESTERN ASSET HIGH INCOME FUND II INC. | $1.6M | 0.5% | +31% | — |
| 74 |  $CET | CENTRAL SECURITIES CORP | $1.4M | 0.4% | +7% | — |
| 75 |  $QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | $1.4M | 0.4% | NEW | — |
| 76 |  $THQ | abrdn Healthcare Opportunities Fund | $1.3M | 0.4% | +116% | — |
| 77 |  $KF | KOREA FUND INC | $1.3M | 0.4% | +0% | — |
| 78 |  $ARDC | Ares Dynamic Credit Allocation Fund, Inc. | $1.3M | 0.4% | -69% | — |
| 79 |  $GLO | Clough Global Opportunities Fund | $1.3M | 0.4% | +170% | — |
| 80 |  $FUND | SPROTT FOCUS TRUST INC. | $1.2M | 0.4% | -38% | — |
| 81 | — | NEUBERGER R/EST SECS INC FD - COM | $1.2M | 0.4% | -2% | — |
| 82 |  $PDO | PIMCO Dynamic Income Opportunities Fund | $1.1M | 0.4% | -34% | — |
| 83 |  $JOF | JAPAN SMALLER CAPITALIZATION FUND INC | $1.1M | 0.3% | +3% | — |
| 84 |  $CCD | Calamos Dynamic Convertible & Income Fund | $1.0M | 0.3% | NEW | — |
| 85 |  $BIT | BlackRock Multi-Sector Income Trust | $1.0M | 0.3% | -41% | — |
| 86 |  $PSUS | Pershing Square USA, Ltd. | $1.0M | 0.3% | NEW | — |
| 87 |  $PHK | PIMCO HIGH INCOME FUND | $944,877 | 0.3% | -16% | — |
| 88 |  $MXE | MEXICO EQUITY & INCOME FUND INC | $910,409 | 0.3% | -7% | — |
| 89 |  $SDHY | PGIM Short Duration High Yield Opportunities Fund | $899,500 | 0.3% | +19% | — |
| 90 |  $BTO | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | $897,003 | 0.3% | NEW | — |
| 91 |  $CAF | Morgan Stanley China A Share Fund, Inc. | $884,309 | 0.3% | NEW | — |
| 92 | — | EATON VANCE TAX-MANAGED GLOB - COM | $859,298 | 0.3% | -58% | — |
| 93 |  $STK | Columbia Seligman Premium Technology Growth Fund, Inc. | $850,338 | 0.3% | -84% | — |
| 94 | — | BLACKROCK ENHANCED INTL DIV - COM BENE INTER | $830,251 | 0.3% | +23% | — |
| 95 |  $LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | $774,689 | 0.2% | -61% | — |
| 96 |  $JGH | Nuveen Global High Income Fund | $762,596 | 0.2% | -71% | — |
| 97 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $753,323 | 0.2% | NEW | — |
| 98 |  $GDO | WESTERN ASSET GLOBAL CORPORATE OPPORTUNITY FUND INC. | $742,892 | 0.2% | -42% | — |
| 99 |  $PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | $709,812 | 0.2% | NEW | — |
| 100 | — | EATON VANCE SHORT DURATION D - COM | $689,317 | 0.2% | -49% | — |
| 101 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $689,311 | 0.2% | NEW | — |
| 102 |  $PPT | PUTNAM PREMIER INCOME TRUST | $672,813 | 0.2% | NEW | — |
| 103 |  $GLV | Clough Global Dividend & Income Fund | $660,501 | 0.2% | +167% | — |
| 104 |  $PCN | PIMCO CORPORATE & INCOME STRATEGY FUND | $609,989 | 0.2% | NEW | — |
| 105 |  $ECF | ELLSWORTH GROWTH & INCOME FUND LTD | $603,684 | 0.2% | +95% | — |
| 106 |  $GCV | GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | $565,967 | 0.2% | NEW | — |
| 107 |  $ERH | ALLSPRING UTILITIES & HIGH INCOME FUND | $550,473 | 0.2% | NEW | — |
| 108 |  $PDT | JOHN HANCOCK PREMIUM DIVIDEND FUND | $509,156 | 0.2% | -68% | — |
| 109 |  $BRW | Saba Capital Income & Opportunities Fund | $498,105 | 0.2% | NEW | — |
| 110 |  $VLT | Invesco High Income Trust II | $497,963 | 0.2% | -9% | — |
| 111 |  $FPF | First Trust Intermediate Duration Preferred & Income Fund | $476,236 | 0.1% | -61% | — |
| 112 |  $RA | Brookfield Real Assets Income Fund Inc. | $472,181 | 0.1% | +11% | — |
| 113 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $451,489 | 0.1% | NEW | — |
| 114 |  $DFP | Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | $427,229 | 0.1% | NEW | — |
| 115 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $426,515 | 0.1% | NEW | — |
| 116 |  $VVR | Invesco Senior Income Trust | $405,567 | 0.1% | NEW | — |
| 117 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $404,731 | 0.1% | -6% | — |
| 118 |  $BCV | BANCROFT FUND LTD | $393,281 | 0.1% | -1% | — |
| 119 |  $AVK | ADVENT CONVERTIBLE & INCOME FUND | $392,725 | 0.1% | -18% | — |
| 120 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $381,242 | 0.1% | +19% | — |
| 121 |  $FINS | Angel Oak Financial Strategies Income Term Trust | $374,336 | 0.1% | +145% | — |
| 122 |  $OPP | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | $373,556 | 0.1% | -60% | — |
| 123 |  $EFT | Eaton Vance Floating-Rate Income Trust | $365,645 | 0.1% | -37% | — |
| 124 |  $NIE | Virtus Equity & Convertible Income Fund | $360,489 | 0.1% | -70% | — |
| 125 |  $MIN | ABERDEEN INTERMEDIATE INCOME FUND | $350,824 | 0.1% | -60% | — |
| 126 |  $MXF | MEXICO FUND INC | $319,040 | 0.1% | -27% | — |
| 127 |  $HEQ | John Hancock Diversified Income Fund | $291,925 | 0.1% | -9% | — |
| 128 |  $EVF | Eaton Vance Senior Income Trust | $285,399 | 0.1% | +19% | — |
| 129 |  $WDI | Western Asset Diversified Income Fund (WDI) | $265,560 | 0.1% | -87% | — |
| 130 | — | VANGUARD STAR FDS - VG TL INTL STK F | $255,747 | 0.1% | NEW | — |
| 131 |  $EOD | ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | $244,843 | 0.1% | -37% | — |
| 132 |  $NFJ | Virtus Dividend, Interest & Premium Strategy Fund | $228,230 | 0.1% | -90% | — |
| 133 |  $HQL | abrdn Life Sciences Investors | $220,631 | 0.1% | -85% | — |
| 134 |  $THW | abrdn World Healthcare Fund | $215,472 | 0.1% | NEW | — |
| 135 |  $ACV | Virtus Diversified Income & Convertible Fund | $208,441 | 0.1% | NEW | — |
| 136 |  $IHD | Voya Emerging Markets High Dividend Equity Fund | $203,807 | 0.1% | +117% | — |
| 137 |  $FT | FRANKLIN UNIVERSAL TRUST | $200,577 | 0.1% | -48% | — |
| 138 |  $JRS | NUVEEN REAL ESTATE INCOME FUND | $192,778 | 0.1% | -31% | — |
| 139 |  $NCV | Virtus Convertible & Income Fund | $188,425 | 0.1% | -27% | — |
| 140 |  $CNS | COHEN & STEERS, INC. | $174,986 | 0.1% | -22% | 58.6 |
| 141 |  $JFR | NUVEEN FLOATING RATE INCOME FUND | $167,598 | 0.1% | -53% | — |
| 142 |  $JQC | Nuveen Credit Strategies Income Fund | $147,286 | 0.1% | -63% | — |
| 143 |  $GF | NEW GERMANY FUND INC | $140,214 | 0.0% | -90% | — |
| 144 |  $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | $134,383 | 0.0% | -83% | — |
| 145 | — | VOYA GLBL EQTY DIV & PREM OP - COM | $124,980 | 0.0% | -79% | — |
| 146 |  $PGZ | Principal Real Estate Income Fund | $114,693 | 0.0% | -74% | — |
| 147 |  $GLQ | Clough Global Equity Fund | $104,044 | 0.0% | -75% | — |
| 148 |  $DHF | BNY MELLON HIGH YIELD STRATEGIES FUND | $71,475 | 0.0% | -67% | — |
New Positions (25)
$GAB GABELLI EQUITY TRUST INC$11.7M$EOI Eaton Vance Enhanced Equity Income Fund$6.1M LMP CAP & INCOME FD INC - COM$5.2M
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$3.7M
$MMT ABERDEEN MULTI-MARKET INCOME FUND$3.3M$QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund$1.4M$CCD Calamos Dynamic Convertible & Income Fund$1.0M$PSUS Pershing Square USA, Ltd.$1.0M$BTO JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND$897,003$CAF Morgan Stanley China A Share Fund, Inc.$884,309$RQI COHEN & STEERS QUALITY INCOME REALTY FUND INC$753,323$PIM PUTNAM MASTER INTERMEDIATE INCOME TRUST$709,812$JPC Nuveen Preferred & Income Opportunities Fund$689,311$PPT PUTNAM PREMIER INCOME TRUST$672,813$PCN PIMCO CORPORATE & INCOME STRATEGY FUND$609,989Exited Positions (22)
ABRDN TOTAL DYNAMIC DIVIDEND
$MCR MFS CHARTER INCOME TRUST
$TY TRI-CONTINENTAL Corp
$AIO Virtus Artificial Intelligence & Technology Opportunities Fund
$NPCT Nuveen Core Plus Impact Fund
$UTF COHEN & STEERS INFRASTRUCTURE FUND INC EATON VANCE TAX ADVT DIV INC
NEUBERGER NEXT GENERATION
$ECAT BlackRock ESG Capital Allocation Term Trust
$BTX BlackRock Technology & Private Equity Term Trust
$RIV RIVERNORTH OPPORTUNITIES FUND, INC.
$BMEZ BlackRock Health Sciences Term Trust LAZARD GLOBAL TOTAL RETURN &
$NMAI Nuveen Multi-Asset Income Fund
$ASGI abrdn Global Infrastructure Income FundBrowse Top Institutional Investors
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