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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 1,084,779 | $23.23M | +8,373 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 818,600 | $17.53M | -27,145 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 639,062 | $13.68M | +10,861 | ↑ INC |
UBS Group AGCIK 0001610520 | 432,242 | $9.25M | -20,237 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 378,044 | $8.08M | -83,179 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 364,064 | $7.79M | -63,538 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 243,827 | $5.22M | +243,827 | NEW |
Advisors Asset Management, Inc.CIK 0001297376 | 213,532 | $4.57M | -136,257 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 193,632 | $4.15M | -494,255 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 164,699 | $3.53M | -1,182 | ↓ DEC |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 162,634 | $3.48M | +8,561 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 150,221 | $3.22M | +9,417 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 135,770 | $2.91M | +11,852 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 132,703 | $2.84M | -1,215 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 111,789 | $2.39M | +80,890 | ↑ INC |
Summit Financial, LLCCIK 0001765536 | 108,651 | $2.33M | +8,494 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 105,400 | $2.26M | +6,350 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 79,146 | $1.69M | +425 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 73,081 | $1.56M | +7,301 | ↑ INC |
&PARTNERSCIK 0000107136 | 58,022 | $1.24M | +7,891 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 51,010 | $1.09M | +6,477 | ↑ INC |
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855 | 39,423 | $844.04K | +1,830 | ↑ INC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 36,872 | $789.43K | -102,276 | ↓ DEC |
PMG Family Office LLCCIK 0002102299 | 36,820 | $788.32K | +3,936 | ↑ INC |
Calamos Advisors LLCCIK 0001316507 | 33,363 | $714.30K | +3,970 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.NEW | +243,827 | $5.22M |
Shaker Financial Services, LLC↑ INC | +80,890 | $2.39M |
WEDBUSH SECURITIES INC↑ INC | +19,400 | $1.64K |
RAYMOND JAMES FINANCIAL INC↑ INC | +11,852 | $2.91M |
XTX Topco LtdNEW | +11,556 | $247.41K |
WELLS FARGO & COMPANY/MN↑ INC | +10,861 | $13.68M |
Concurrent Investment Advisors, LLCNEW | +9,504 | $203.48K |
Steward Partners Investment Advisory, LLC↑ INC | +9,417 | $3.22M |
OSAIC HOLDINGS, INC.↑ INC | +9,104 | $478.64K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↑ INC | +8,561 | $3.48M |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↓ DEC | -494,255 | $4.15M |
Advisors Asset Management, Inc.↓ DEC | -136,257 | $4.57M |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -102,276 | $789.43K |
AMERIPRISE FINANCIAL INC↓ DEC | -83,179 | $8.08M |
1607 Capital Partners, LLC↓ DEC | -66,241 | $430.56K |
ROYAL BANK OF CANADA↓ DEC | -63,538 | $7.79M |
BANK OF AMERICA CORP /DE/↓ DEC | -27,145 | $17.53M |
Cetera Investment Advisers↓ DEC | -25,065 | $569.06K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -24,619 | $433.35K |
Strategic Advocates LLC↓ DEC | -21,612 | $6.92K |