First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 11,332,320 | $82.61M | -36,187 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 2,685,723 | $19.58M | -155,022 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,789,141 | $13.04M | +32,815 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 1,246,229 | $9.09M | -272,297 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 1,113,010 | $8.11M | -331,403 | ↓ DEC |
Uncommon Cents Investing LLCCIK 0001729754 | 322,426 | $2.35M | -1,300 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 252,729 | $1.84M | -14,057 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 227,167 | $1.66M | +83,658 | ↑ INC |
Vanguard Capital Wealth AdvisorsCIK 0001730578 | 226,694 | $1.65M | -225,015 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 198,699 | $1.45M | -22,178 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 191,749 | $1.40M | +13,205 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 176,919 | $1.29M | +5,229 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 169,315 | $1.23M | -25,528 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 157,459 | $1.15M | +63,128 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 156,841 | $1.14M | +142,482 | ↑ INC |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOCIK 0001007280 | 149,520 | $1.09M | -255,418 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 112,511 | $820.21K | +3,468 | ↑ INC |
TrueMark Investments, LLCCIK 0001974457 | 82,992 | $605.01K | -14,057 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 75,028 | $546.95K | -2,271 | ↓ DEC |
Alexander Randolph Advisory, Inc.CIK 0000874816 | 74,642 | $544.14K | -9,040 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 64,588 | $470.85K | +2,066 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 56,100 | $408.97K | +56,100 | NEW |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 47,558 | $346.70K | – | no_change |
Invesco Ltd.CIK 0000914208 | 44,665 | $325.61K | +5,455 | ↑ INC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 40,859 | $297.87K | +2,129 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +142,482 | $1.14M |
LPL Financial LLC↑ INC | +83,658 | $1.66M |
Shaker Financial Services, LLC↑ INC | +63,128 | $1.15M |
MILLENNIUM MANAGEMENT LLCNEW | +56,100 | $408.97K |
MORGAN STANLEY↑ INC | +32,815 | $13.04M |
&PARTNERSNEW | +23,865 | $173.98K |
RAYMOND JAMES FINANCIAL INC↑ INC | +13,648 | $231.28K |
Private Advisor Group, LLC↑ INC | +13,205 | $1.40M |
XTX Topco LtdNEW | +13,153 | $95.89K |
JANE STREET GROUP, LLC↑ INC | +9,242 | $154.34K |
| Filer | Δ Shares | Value |
|---|---|---|
LAZARD ASSET MANAGEMENT LLC↓ DEC | -331,403 | $8.11M |
1607 Capital Partners, LLC↓ DEC | -272,297 | $9.09M |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO↓ DEC | -255,418 | $1.09M |
Vanguard Capital Wealth Advisors↓ DEC | -225,015 | $1.65M |
Allspring Global Investments Holdings, LLC↓ DEC | -155,022 | $19.58M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -36,187 | $82.61M |
BANK OF AMERICA CORP /DE/↓ DEC | -25,528 | $1.23M |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -24,193 | $202.63K |
Rockefeller Capital Management L.P.↓ DEC | -24,177 | $167.40K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -22,178 | $1.45M |