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 | 1,364,595 | $17.08M | +38,176 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,218,113 | $15.25M | -545,605 | ↓ DEC |
TORONTO DOMINION BANKCIK 0000947263 | 949,291 | $11.89M | +949,291 | NEW |
Cyndeo Wealth Partners, LLCCIK 0001950947 | 879,881 | $11.02M | +42,300 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 786,073 | $9.84M | +311,920 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 584,866 | $7.32M | -96,789 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 580,664 | $7.27M | +56,496 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 574,774 | $7.20M | +105,925 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 545,345 | $6.83M | -128,165 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 521,928 | $6.53M | -11,185 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 437,691 | $5.48M | +271,814 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 372,532 | $4.66M | +372,532 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 369,422 | $4.63M | +18,892 | ↑ INC |
UBS Group AGCIK 0001610520 | 301,296 | $3.77M | +41,983 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 276,864 | $3.47M | +15,383 | ↑ INC |
Yakira Capital Management, Inc.CIK 0001584639 | 172,428 | $2.16M | -132,079 | ↓ DEC |
Rareview Capital LLCCIK 0002044533 | 147,763 | $2.16M | +25,438 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 171,663 | $2.15M | +14,006 | ↑ INC |
Capital Investment Advisory Services, LLCCIK 0001659203 | 160,663 | $2.01M | +48,784 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 137,454 | $1.72M | -29,504 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 128,804 | $1.61M | -47,180 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 104,586 | $1.31M | +19,718 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 103,641 | $1.30M | -8,256 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 96,217 | $1.20M | +25,656 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 93,641 | $1.17M | -1,849 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
TORONTO DOMINION BANKNEW | +949,291 | $11.89M |
Allspring Global Investments Holdings, LLCNEW | +372,532 | $4.66M |
WELLS FARGO & COMPANY/MN↑ INC | +311,920 | $9.84M |
1607 Capital Partners, LLC↑ INC | +271,814 | $5.48M |
GUGGENHEIM CAPITAL LLC↑ INC | +105,925 | $7.20M |
Penserra Capital Management LLC↑ INC | +101,621 | $7.66K |
LPL Financial LLC↑ INC | +56,496 | $7.27M |
Significant Wealth Partners LLCNEW | +52,516 | $657.50K |
Wealth Care LLCNEW | +51,883 | $649.58K |
Capital Investment Advisory Services, LLC↑ INC | +48,784 | $2.01M |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -545,605 | $15.25M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -280,896 | $58.61K |
Yakira Capital Management, Inc.↓ DEC | -132,079 | $2.16M |
Invesco Ltd.↓ DEC | -128,165 | $6.83M |
ROYAL BANK OF CANADA↓ DEC | -96,789 | $7.32M |
BANK OF AMERICA CORP /DE/↓ DEC | -47,180 | $1.61M |
Shaker Financial Services, LLC↓ DEC | -29,504 | $1.72M |
RIVERBRIDGE PARTNERS LLC↓ DEC | -22,344 | $329.61K |
TrueMark Investments, LLC↓ DEC | -18,779 | $290.14K |
AMERIPRISE FINANCIAL INC↓ DEC | -11,185 | $6.53M |