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 | 8,003,093 | $87.71M | +483,192 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 1,211,742 | $13.28M | -11,038 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,161,096 | $12.73M | +150,493 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,132,848 | $12.42M | -15,248 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 886,755 | $9.72M | -1,631 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 783,154 | $8.58M | +827 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 745,753 | $8.17M | -28,347 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 645,908 | $7.08M | +8,571 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 566,317 | $6.21M | -1,988,746 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 489,458 | $5.36M | +32,822 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 402,803 | $4.41M | +76,955 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 269,144 | $2.95M | +54,625 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 263,164 | $2.88M | +4,110 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 218,660 | $2.40M | +44,589 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 212,740 | $2.33M | +20,790 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 187,270 | $2.05M | +24,054 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 148,012 | $1.62M | +7,114 | ↑ INC |
UBS Group AGCIK 0001610520 | 133,457 | $1.46M | -17,126 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 129,080 | $1.41M | +1,859 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 120,609 | $1.32M | +858 | ↑ INC |
&PARTNERSCIK 0000107136 | 114,684 | $1.25M | +23,910 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 102,266 | $1.12M | +3,640 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 96,253 | $1.05M | +13,179 | ↑ INC |
SAX WEALTH ADVISORS, LLCCIK 0001846150 | 85,274 | $998.56K | – | no_change |
Centurion Wealth Management LLCCIK 0001951368 | 86,542 | $948.50K | +12 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +483,192 | $87.71M |
Advisors Asset Management, Inc.↑ INC | +150,493 | $12.73M |
Allspring Global Investments Holdings, LLC↑ INC | +76,955 | $4.41M |
FIFTH THIRD BANCORPNEW | +62,029 | $679.84K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +54,625 | $2.95M |
Logan Stone Capital, LLC↑ INC | +48,757 | $906.94K |
Shaker Financial Services, LLC↑ INC | +44,589 | $2.40M |
LPL Financial LLC↑ INC | +32,822 | $5.36M |
CENTRAL TRUST CoNEW | +27,000 | $295.92K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +24,054 | $2.05M |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -1,988,746 | $6.21M |
NBC SECURITIES, INC.↓ DEC | -135,284 | $638.81K |
WELLS FARGO & COMPANY/MN↓ DEC | -28,347 | $8.17M |
UBS Group AG↓ DEC | -17,126 | $1.46M |
GUGGENHEIM CAPITAL LLC↓ DEC | -15,248 | $12.42M |
OPPENHEIMER & CO INC↓ DEC | -14,595 | $143.04K |
Karpus Management, Inc.↓ DEC | -11,038 | $13.28M |
WEDBUSH SECURITIES INC↓ DEC | -6,337 | $140.00 |
Kestra Advisory Services, LLC↓ DEC | -3,794 | $431.86K |
Rockefeller Capital Management L.P.↓ DEC | -3,594 | $574.06K |