Shaker Financial Services, LLC
Position in GLO — Clough Global Opportunities Fund
CIK 1511794
Arlington, VA
Position in GLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,276,062
+$845,691 QoQ
Shares Held
208,507
+169.9% QoQ
Ownership
0.488%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#19
of 67 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GLO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. GLO ranks #75 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAB |
Gabelli Equity Trust Inc
|
2,073,169 | $11,734,136 | |
| 2 | RVT |
Royce Small-Cap Trust, Inc.
|
605,745 | $11,188,110 | |
| 3 | USA |
Liberty All Star Equity Fund
|
1,646,776 | $9,567,768 | |
| 4 | SPE |
Special Opportunities Fund, Inc.
|
664,992 | $8,957,442 | |
| 5 | JCE |
Nuveen Core Equity Alpha Fund
|
519,128 | $8,492,934 | |
| 6 | ASG |
Liberty All Star Growth Fund Inc.
|
1,527,646 | $8,356,223 | |
| 7 | FFA |
First Trust Enhanced Equity Income Fund
|
328,741 | $7,350,648 | |
| 8 | SOR |
Source Capital /De/
|
153,966 | $7,077,817 |
All Filings in GLO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,276,062 | 208,507 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $430,371 | 77,266 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $816,579 | 144,272 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,865,598 | 327,298 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $1,289,796 | 263,762 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,264,015 | 246,878 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,244,229 | 228,299 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,428,309 | 265,485 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $870,656 | 171,389 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,305,932 | 277,858 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,285,794 | 290,247 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,826,826 | 364,636 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,004,254 | 409,868 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,795,849 | 354,211 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $203,273 | 36,560 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $1,070,933 | 113,808 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,601,192 | 244,473 | Shares | Sole | 2022-02-07 | |
| 2021-03-31 | $371,346 | 30,314 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,221,077 | 109,908 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,125,647 | 120,519 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $401,252 | 46,068 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $792,521 | 110,533 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||