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 |
|---|---|---|---|---|
Focus Partners WealthCIK 0001542153 | 2,960,544 | $19.95M | -47,723 | ↓ DEC |
TORONTO DOMINION BANKCIK 0000947263 | 2,278,240 | $15.36M | +2,278,240 | NEW |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 2,003,606 | $13.50M | -13,175 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 1,417,189 | $9.55M | -417,525 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 995,965 | $6.71M | +263,849 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 885,794 | $5.97M | +253,976 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 802,010 | $5.41M | +41,231 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 792,899 | $5.34M | +75,903 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 642,177 | $4.33M | -42,072 | ↓ DEC |
UBS Group AGCIK 0001610520 | 475,890 | $3.21M | +52,169 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 475,359 | $3.20M | +57,600 | ↑ INC |
Quarry LPCIK 0001965207 | 458,877 | $3.09M | +169,652 | ↑ INC |
FLAX POND CAPITAL, LLCCIK 0002106996 | 405,786 | $2.73M | +10,000 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 298,824 | $2.01M | -1,858 | ↓ DEC |
Ethos Financial Group, LLCCIK 0001954242 | 266,401 | $1.87M | – | no_change |
Adalta Capital Management LLCCIK 0001698926 | 240,672 | $1.62M | +14,885 | ↑ INC |
SCOTIA CAPITAL INC.CIK 0001335644 | 217,374 | $1.47M | +1,855 | ↑ INC |
Modern Wealth Management, LLCCIK 0002001900 | 201,277 | $1.35M | +20,794 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 198,986 | $1.34M | +28,216 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 184,113 | $1.24M | -891 | ↓ DEC |
SVRN Asset Management, LLCCIK 0002094004 | 178,495 | $1.20M | +2,609 | ↑ INC |
Marks Group Wealth Management, IncCIK 0001802473 | 172,790 | $1.16M | -12,846 | ↓ DEC |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 158,763 | $1.07M | +70,200 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 153,367 | $1.03M | -22,771 | ↓ DEC |
Chicago Partners Investment Group LLCCIK 0001563525 | 129,110 | $885.70K | -7,227 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
TORONTO DOMINION BANKNEW | +2,278,240 | $15.36M |
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +263,849 | $6.71M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +253,976 | $5.97M |
Quarry LP↑ INC | +169,652 | $3.09M |
Penserra Capital Management LLC↑ INC | +165,737 | $9.80K |
RPO LLCNEW | +94,567 | $637.38K |
Invesco Ltd.↑ INC | +75,903 | $5.34M |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↑ INC | +70,200 | $1.07M |
LPL Financial LLC↑ INC | +57,600 | $3.20M |
UBS Group AG↑ INC | +52,169 | $3.21M |
| Filer | Δ Shares | Value |
|---|---|---|
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -417,525 | $9.55M |
Noble Wealth Management PBC↓ DEC | -123,496 | $190.13K |
North Ground Capital↓ DEC | -68,682 | $636.47K |
Alpine Global Management, LLC↓ DEC | -50,245 | $182.12K |
Focus Partners Wealth↓ DEC | -47,723 | $19.95M |
CHOREO, LLC↓ DEC | -43,308 | $634.78K |
MORGAN STANLEY↓ DEC | -42,072 | $4.33M |
COHEN & STEERS, INC.↓ DEC | -30,000 | $539.00 |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -29,424 | $298.34K |
BANK OF AMERICA CORP /DE/↓ DEC | -25,381 | $481.33K |