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 | 10,044,148 | $66.29M | +2,750,275 | ↑ INC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 3,364,475 | $22.21M | -14,308 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 2,570,038 | $16.96M | +1,299,121 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,778,169 | $11.74M | -33,193 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 1,549,398 | $10.23M | +915,474 | ↑ INC |
Quantedge Capital Pte LtdCIK 0001561418 | 1,187,179 | $7.84M | +300,100 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 815,175 | $5.38M | -101,274 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 764,197 | $5.04M | -59,911,198 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 715,938 | $4.73M | +200,997 | ↑ INC |
Quarry LPCIK 0001965207 | 682,532 | $4.50M | +512,466 | ↑ INC |
Matisse CapitalCIK 0001668256 | 593,000 | $3.91M | +22,000 | ↑ INC |
UBS Group AGCIK 0001610520 | 581,214 | $3.84M | -15,175 | ↓ DEC |
Z3 Capital Partners, LLCCIK 0002127787 | 550,559 | $3.63M | -16,829 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 447,999 | $2.96M | +30,745 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 446,783 | $2.95M | -7,278 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 372,470 | $2.46M | -11,677 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 328,586 | $2.17M | +85 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 306,083 | $2.02M | +65,910 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 292,211 | $1.93M | +98,800 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 280,753 | $1.85M | -262,442 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 217,382 | $1.43M | -5,138 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 212,686 | $1.40M | -560,366 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 164,835 | $1.09M | +72,161 | ↑ INC |
Quantinno Capital Management LPCIK 0001759654 | 158,168 | $1.04M | -15,852 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 138,908 | $916.79K | -55,360 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +2,750,275 | $66.29M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +1,299,121 | $16.96M |
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +915,474 | $10.23M |
Quarry LP↑ INC | +512,466 | $4.50M |
Quantedge Capital Pte Ltd↑ INC | +300,100 | $7.84M |
Advisors Asset Management, Inc.↑ INC | +200,997 | $4.73M |
Private Advisor Group, LLC↑ INC | +98,800 | $1.93M |
MILLENNIUM MANAGEMENT LLC↑ INC | +72,161 | $1.09M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +65,910 | $2.02M |
XTX Topco LtdNEW | +35,321 | $233.12K |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -59,911,198 | $5.04M |
Penserra Capital Management LLC↓ DEC | -1,931,894 | $7.16K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -560,366 | $1.40M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -262,442 | $1.85M |
JANE STREET GROUP, LLC↓ DEC | -215,439 | $759.50K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -101,274 | $5.38M |
Shaker Financial Services, LLC↓ DEC | -55,360 | $916.79K |
Invesco Ltd.↓ DEC | -33,193 | $11.74M |
STIFEL FINANCIAL CORP↓ DEC | -26,573 | $414.91K |
Virtus Investment Advisers, LLC↓ DEC | -24,593 | $556.42K |