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 |
|---|---|---|---|---|
Saba Capital Management, L.P.CIK 0001510281 | 5,531,595 | $122.52M | +974,104 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 3,411,719 | $75.57M | +412,246 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,493,937 | $33.09M | +35,905 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,203,362 | $26.65M | +49,917 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 975,387 | $21.60M | +16,268 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 936,250 | $20.74M | +16,850 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 925,939 | $20.51M | -36,440 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 677,993 | $15.02M | -4,351 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 409,931 | $9.08M | +197,205 | ↑ INC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 315,207 | $6.98M | -611 | ↓ DEC |
Z3 Capital Partners, LLCCIK 0002127787 | 307,408 | $6.81M | +10,003 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 301,952 | $6.69M | -8,095 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 233,441 | $5.17M | +47,265 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 221,159 | $4.90M | +125,389 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 199,623 | $4.42M | -8,399 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 166,052 | $3.68M | +18,139 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 154,534 | $3.42M | +71 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 140,056 | $3.10M | -8,808 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 138,074 | $3.09M | -66,806 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 137,302 | $3.04M | +74,728 | ↑ INC |
RFG Advisory, LLCCIK 0001633387 | 96,304 | $2.13M | +7,550 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 92,841 | $2.06M | +1,521 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 91,244 | $2.02M | -273 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 86,592 | $1.92M | +86,592 | NEW |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 82,672 | $1.83M | -132,504 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↑ INC | +974,104 | $122.52M |
MORGAN STANLEY↑ INC | +412,246 | $75.57M |
Karpus Management, Inc.↑ INC | +197,205 | $9.08M |
Rockefeller Capital Management L.P.↑ INC | +125,389 | $4.90M |
MILLENNIUM MANAGEMENT LLCNEW | +86,592 | $1.92M |
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +74,728 | $3.04M |
UBS Group AG↑ INC | +49,917 | $26.65M |
OPPENHEIMER & CO INC↑ INC | +47,265 | $5.17M |
Apollon Wealth Management, LLCNEW | +41,322 | $915.28K |
1607 Capital Partners, LLC↑ INC | +38,000 | $1.36M |
| Filer | Δ Shares | Value |
|---|---|---|
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -132,504 | $1.83M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -98,598 | $129.31K |
WEDBUSH SECURITIES INC↓ DEC | -80,710 | $14.55K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -66,806 | $3.09M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -46,661 | $1.47M |
BANK OF AMERICA CORP /DE/↓ DEC | -36,440 | $20.51M |
TRUIST FINANCIAL CORP↓ DEC | -34,303 | $688.20K |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -30,900 | $1.40M |
HighTower Advisors, LLC↓ DEC | -29,892 | $1.45M |
Corient Private Wealth LLC↓ DEC | -9,996 | $87.81K |