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 | 5,933,801 | $43.08M | +211,399 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 2,191,419 | $15.91M | +249,531 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,576,363 | $11.44M | +59,113 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 1,478,721 | $10.74M | +89,407 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,070,341 | $7.77M | -53,502 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 1,000,034 | $7.26M | -26,611 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 939,091 | $6.82M | -8,555 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 463,606 | $3.37M | -221,092 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 422,888 | $3.07M | +15,518 | ↑ INC |
ADAPT WEALTH ADVISORS, LLCCIK 0002013937 | 402,639 | $2.92M | +3,634 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 366,941 | $2.66M | +248,731 | ↑ INC |
Altium Capital Management LLCCIK 0001746382 | 328,901 | $2.39M | +197,098 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 303,310 | $2.20M | +81,670 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 288,274 | $2.09M | +6,078 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 267,103 | $1.94M | -2,919 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 238,687 | $1.73M | +25,300 | ↑ INC |
UBS Group AGCIK 0001610520 | 201,895 | $1.47M | +293 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 178,869 | $1.30M | -8,080 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 122,698 | $890.79K | +23,012 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 122,695 | $890.77K | -37,281 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 122,244 | $887.49K | -177,114 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 113,388 | $823.20K | +754 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 100,693 | $753.18K | -12,128 | ↓ DEC |
Saxony Capital Management, LLCCIK 0001561330 | 88,250 | $640.70K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 86,633 | $628.95K | -21,383 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +249,531 | $15.91M |
WELLS FARGO & COMPANY/MN↑ INC | +248,731 | $2.66M |
MORGAN STANLEY↑ INC | +211,399 | $43.08M |
Altium Capital Management LLC↑ INC | +197,098 | $2.39M |
Pathstone Holdings, LLC↑ INC | +89,407 | $10.74M |
ROYAL BANK OF CANADA↑ INC | +81,670 | $2.20M |
FIFTH THIRD BANCORP↑ INC | +75,709 | $563.50K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +69,823 | $580.54K |
Advisors Asset Management, Inc.↑ INC | +59,113 | $11.44M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +57,360 | $502.66K |
| Filer | Δ Shares | Value |
|---|---|---|
Shaker Financial Services, LLC↓ DEC | -221,092 | $3.37M |
Saba Capital Management, L.P.↓ DEC | -177,114 | $887.49K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -145,685 | $398.65K |
GUGGENHEIM CAPITAL LLC↓ DEC | -53,502 | $7.77M |
Invesco Ltd.↓ DEC | -37,281 | $890.77K |
LPL Financial LLC↓ DEC | -26,611 | $7.26M |
OSAIC HOLDINGS, INC.↓ DEC | -21,383 | $628.95K |
Logan Stone Capital, LLC↓ DEC | -14,742 | $93.92K |
RPO LLC↓ DEC | -14,229 | $345.36K |
NWF Advisory Services Inc.↓ DEC | -12,900 | $208.36K |