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 | 584,196 | $1.88M | -43,135 | ↓ DEC |
Bulldog Investors, LLPCIK 0001504304 | 219,660 | $705.11K | -117,581 | ↓ DEC |
HANCOCK WHITNEY CORPCIK 0000750577 | 217,347 | $697.68K | – | no_change |
Almitas Capital LLCCIK 0001596468 | 157,685 | $506.17K | +400 | ↑ INC |
Eagle Point Credit Management LLCCIK 0001607203 | 155,393 | $498.81K | – | no_change |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 126,239 | $405.23K | -74,874 | ↓ DEC |
GatePass Capital, LLCCIK 0002087399 | 68,000 | $218.28K | -500 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 57,106 | $183.31K | -11,646 | ↓ DEC |
Belpointe Asset Management LLCCIK 0001721242 | 55,053 | $176.72K | +39,153 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 52,974 | $170.04K | – | no_change |
XTX Topco LtdCIK 0001828301 | 41,774 | $134.09K | +24,141 | ↑ INC |
CURA WEALTH ADVISORS, LLCCIK 0002056729 | 35,721 | $114.66K | – | no_change |
LPL Financial LLCCIK 0001403438 | 33,837 | $108.62K | +23,459 | ↑ INC |
Kovack Advisors, Inc.CIK 0001728321 | 29,970 | $96.20K | +3,068 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 28,531 | $91.58K | -5,769 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 26,205 | $84.12K | – | no_change |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 23,659 | $75.95K | +23,659 | NEW |
JANE STREET GROUP, LLCCIK 0001595888 | 17,253 | $55.38K | -24,734 | ↓ DEC |
Pasadena Private Wealth, LLCCIK 0001760578 | 17,000 | $54.57K | -2,000 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 16,553 | $53.14K | +3,223 | ↑ INC |
Freestate Advisors LLCCIK 0001660328 | 13,145 | $42.20K | +909 | ↑ INC |
Western Wealth Management, LLCCIK 0001767902 | 6,098 | $19.57K | +6,098 | NEW |
CWM, LLCCIK 0001535847 | 5,676 | $18.22K | +5,494 | ↑ INC |
Wilmington Savings Fund Society, FSBCIK 0000900974 | 4,000 | $12.84K | +4,000 | NEW |
Chung Wu Investment Group, LLCCIK 0002054278 | 2,000 | $6.42K | +2,000 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Cambridge Investment Research Advisors, Inc.↑ INC | +700,108 | $3.56K |
Belpointe Asset Management LLC↑ INC | +39,153 | $176.72K |
Virtu Financial LLC↑ INC | +24,700 | $130.00 |
XTX Topco Ltd↑ INC | +24,141 | $134.09K |
HARBOUR INVESTMENTS, INC.NEW | +23,659 | $75.95K |
LPL Financial LLC↑ INC | +23,459 | $108.62K |
Western Wealth Management, LLCNEW | +6,098 | $19.57K |
CWM, LLC↑ INC | +5,494 | $18.22K |
Wilmington Savings Fund Society, FSBNEW | +4,000 | $12.84K |
OSAIC HOLDINGS, INC.↑ INC | +3,223 | $53.14K |
| Filer | Δ Shares | Value |
|---|---|---|
Bulldog Investors, LLP↓ DEC | -117,581 | $705.11K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -74,874 | $405.23K |
MORGAN STANLEY↓ DEC | -43,135 | $1.88M |
JANE STREET GROUP, LLC↓ DEC | -24,734 | $55.38K |
Cetera Investment Advisers↓ DEC | -11,646 | $183.31K |
CITADEL ADVISORS LLC↓ DEC | -5,769 | $91.58K |
Pasadena Private Wealth, LLC↓ DEC | -2,000 | $54.57K |
UBS Group AG↓ DEC | -613 | $2.03K |
GatePass Capital, LLC↓ DEC | -500 | $218.28K |
CoreCap Advisors, LLCsold_all | -128 | $0.00 |