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Type	Result	AUM ($B)

Shaker Financial Services LLC ✚
CRD #	121534
SEC #	801-62679
CIK #	0001511794
AUM	$260.6 M (2025-03-26)
Employees	6 (33% Investors, 0% Brokers)
Phone	410-224-0572
Address	1997 Annapolis Exchange Parkway Annapolis, MD 21401
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

CIK

Period

0001511794

2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

Sector	Form 13F Holdings	Value ($M)
	Nuveen Core Equity Alpha Fund	8.4
	BlackRock Health Sciences Trust	8.2
	Eaton Vance Tax-Managed Buy-Write Income Fund	7.8
	Liberty All Star Growth Fund Inc	7.3
	Calamos Strategic Total Return Fund	7.2
	General American Investors Co Inc	6.2
	Calamos Global Dynamic Income Fund	6.0
	BlackRock Enhanced Equity Dividend Trust	5.6
	Liberty All Star Equity Fund	5.5
	Tri-Continental Corp	5.1
	Franklin Ltd Duration Income Trust	4.3
	Allspring Income Opportunities Fund	4.2
	Special Opportunities Fund Inc	4.1
	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	3.9
	First Trust Enhanced Equity Income Fund	3.7
	Sprott Focus Trust Inc	3.4
	Allspring Multi-Sector Income Fund	3.0
	DoubleLine Income Solutions Fund	3.0
	Eaton Vance Tax Advantaged Dividend Income Fund	2.8
	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	2.8
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