Shaker Financial Services, LLC
Shaker Financial Services, LLC is an Investment Adviser institutional filer with the SEC under CIK 1511794, reporting 144 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: MD
- Filing type: 13F-HR
- Latest reporting period: 2026-09-30
- Last filed: 2026-10-14
Top 10 portfolio positions
The largest reported holdings in Shaker Financial Services, LLC's most recent 13F filing, ranked by reported market value.
- ROYCE SMALL CAP TRUST INC (RVT)
- LIBERTY ALL-STAR GROWTH FD I (ASG)
- NUVEEN CORE EQUITY ALPHA FD (JCE)
- GABELLI EQUITY TR INC (GAB)
- LIBERTY ALL STAR EQUITY FD (USA)
- SPECIAL OPPORTUNITIES FD INC (SPE)
- EATON VANCE TAX MNGED BUY WR (ETB)
- GABELLI DIVID & INCOME TR (GDV)
- FIRST TR ENHANCED EQUITY (FFA)
- SOURCE CAPITAL (SOR)
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