Shaker Financial Services, LLC

Position in MSD — Morgan Stanley Emerging Markets Debt Fund Inc

CIK 1511794 Arlington, VA

Position in MSD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,124,940

+$993,570 QoQ

Shares Held

428,074

+41.0% QoQ

Ownership

2.12%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

of 65 holders

Holding Since

Sep 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. MSD ranks #35 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,124,940	428,074	+41.0%	Shares	Sole	2026-07-15
2026-03-31	$2,131,370	303,614	+68.3%	Shares	Sole	2026-05-12
2025-12-31	$1,333,037	180,384	+97.8%	Shares	Sole	2026-01-26
2025-09-30	$672,232	91,212	+4.0%	Shares	Sole	2025-10-22
2021-09-30	$798,609	87,663	-20.1%	Shares	Sole	2021-11-02
2021-06-30	$1,025,704	109,701	+52.6%	Shares	Sole	2021-08-04
2021-03-31	$644,188	71,896	+329.5%	Shares	Sole	2021-05-14
2020-09-30	$140,431	16,738	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.