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 | 1,939,009 | $27.84M | -148,727 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,313,210 | $18.86M | -249,993 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,009,012 | $14.49M | -25,779 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 969,543 | $13.92M | +56,621 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 964,706 | $13.85M | +306,031 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 809,196 | $11.62M | +160,629 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 778,787 | $11.18M | +67,399 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 759,506 | $10.91M | -19,991,407 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 621,604 | $8.93M | +243,054 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 514,473 | $7.39M | -245,354 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 506,395 | $7.27M | +353,481 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 503,273 | $7.23M | +185,558 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 379,615 | $5.45M | -21,896 | ↓ DEC |
Z3 Capital Partners, LLCCIK 0002127787 | 366,370 | $5.26M | +16,107 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 353,605 | $5.08M | -24,894 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 250,648 | $3.60M | -15,824 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 196,040 | $2.82M | -1,952 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 157,890 | $2.27M | +34,500 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 137,204 | $1.97M | +235 | ↑ INC |
Quantedge Capital Pte LtdCIK 0001561418 | 135,854 | $1.95M | +62,400 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 127,297 | $1.83M | +14,237 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 117,675 | $1.69M | -801,971 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 99,202 | $1.42M | -4,929 | ↓ DEC |
&PARTNERSCIK 0000107136 | 87,256 | $1.25M | +17,999 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 84,787 | $1.22M | -14,741 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Almitas Capital LLC↑ INC | +353,481 | $7.27M |
RAYMOND JAMES FINANCIAL INC↑ INC | +306,031 | $13.85M |
LAZARD ASSET MANAGEMENT LLC↑ INC | +243,054 | $8.93M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +185,558 | $7.23M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +160,629 | $11.62M |
WELLS FARGO & COMPANY/MN↑ INC | +67,399 | $11.18M |
Quantedge Capital Pte Ltd↑ INC | +62,400 | $1.95M |
Kestra Advisory Services, LLC↑ INC | +60,546 | $893.85K |
Invesco Ltd.↑ INC | +56,621 | $13.92M |
MILLENNIUM MANAGEMENT LLC↑ INC | +51,977 | $936.43K |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -19,991,407 | $10.91M |
Penserra Capital Management LLC↓ DEC | -972,107 | $7.13K |
Karpus Management, Inc.↓ DEC | -801,971 | $1.69M |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -308,023 | $190.07K |
BANK OF AMERICA CORP /DE/↓ DEC | -249,993 | $18.86M |
1607 Capital Partners, LLC↓ DEC | -245,354 | $7.39M |
MORGAN STANLEY↓ DEC | -148,727 | $27.84M |
UBS Group AG↓ DEC | -25,779 | $14.49M |
ROYAL BANK OF CANADA↓ DEC | -24,894 | $5.08M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -21,896 | $5.45M |