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 |
|---|---|---|---|---|
Karpus Management, Inc.CIK 0001048703 | 4,220,488 | $20.05M | +703,409 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 1,833,807 | $8.71M | +286,132 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 1,484,739 | $8.24M | +184,523 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 897,726 | $4.26M | -87,297 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 541,588 | $2.57M | -44,332 | ↓ DEC |
RPO LLCCIK 0001885066 | 371,654 | $1.77M | +243,045 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 331,516 | $1.57M | -65,163 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 329,944 | $1.57M | +201,784 | ↑ INC |
Calamos Advisors LLCCIK 0001316507 | 228,704 | $1.09M | +27,225 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 197,688 | $939.02K | +17,122 | ↑ INC |
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230 | 185,827 | $882.68K | +121,523 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 169,570 | $805.46K | – | no_change |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 162,452 | $771.65K | -44,513 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 148,698 | $706.32K | +148,698 | NEW |
Integrated Wealth Concepts LLCCIK 0001737109 | 143,810 | $683.10K | -11,555 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 137,985 | $655.43K | +27,504 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 132,814 | $630.87K | -705 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 129,228 | $613.84K | +24,394 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 110,877 | $526.67K | +19,916 | ↑ INC |
Dakota Wealth ManagementCIK 0001631353 | 87,229 | $414.34K | +7,370 | ↑ INC |
Quarry LPCIK 0001965207 | 82,270 | $390.78K | – | no_change |
Invesco Ltd.CIK 0000914208 | 74,836 | $355.47K | +14,887 | ↑ INC |
Advisory Advocates, LLCCIK 0002111697 | 67,156 | $318.99K | +4,500 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 65,170 | $309.56K | +9,320 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 66,197 | $307.15K | +3,063 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +703,409 | $20.05M |
Shaker Financial Services, LLC↑ INC | +286,132 | $8.71M |
RPO LLC↑ INC | +243,045 | $1.77M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +201,784 | $1.57M |
1607 Capital Partners, LLC↑ INC | +184,523 | $8.24M |
RIVERNORTH CAPITAL MANAGEMENT, LLCNEW | +148,698 | $706.32K |
BOOTHBAY FUND MANAGEMENT, LLC↑ INC | +121,523 | $882.68K |
XTX Topco Ltd↑ INC | +46,698 | $285.93K |
Almitas Capital LLC↑ INC | +27,504 | $655.43K |
Calamos Advisors LLC↑ INC | +27,225 | $1.09M |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↓ DEC | -87,297 | $4.26M |
WELLS FARGO & COMPANY/MN↓ DEC | -65,163 | $1.57M |
TWO SIGMA INVESTMENTS, LP↓ DEC | -44,513 | $771.65K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -44,332 | $2.57M |
GUGGENHEIM CAPITAL LLC↓ DEC | -37,940 | $279.92K |
OSAIC HOLDINGS, INC.↓ DEC | -33,913 | $255.15K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -12,884 | $54.36K |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -12,231 | $130.24K |
Integrated Wealth Concepts LLC↓ DEC | -11,555 | $683.10K |
BANK OF AMERICA CORP /DE/↓ DEC | -10,148 | $142.88K |