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 | Source |
|---|---|---|---|---|---|
Bulldog Investors, LLPCIK 0001504304 | 1,538,071 | $10.52M | – | no_change | SEC source |
MORGAN STANLEYCIK 0000895421 | 1,152,950 | $7.89M | +699,162 | ↑ INC | SEC source |
LPL Financial LLCCIK 0001403438 | 989,153 | $6.77M | +55,168 | ↑ INC | SEC source |
Private Advisor Group, LLCCIK 0001567755 | 860,616 | $5.89M | +119,783 | ↑ INC | SEC source |
UBS Group AGCIK 0001610520 | 683,002 | $4.67M | +126,649 | ↑ INC | SEC source |
Invesco Ltd.CIK 0000914208 | 617,425 | $4.22M | -639,224 | ↓ DEC | SEC source |
Callodine Capital Management, LPCIK 0001741675 | 612,388 | $4.19M | +50,000 | ↑ INC | SEC source |
Berger Financial Group, IncCIK 0001826136 | 406,899 | $2.78M | -78,289 | ↓ DEC | SEC source |
Arkadios Wealth AdvisorsCIK 0001800798 | 335,418 | $2.29M | -7,960 | ↓ DEC | SEC source |
PINKERTON WEALTH, LLCCIK 0001536446 | 228,636 | $2.21M | – | no_change | SEC source |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 317,252 | $2.17M | -97,368 | ↓ DEC | SEC source |
Advisors Asset Management, Inc.CIK 0001297376 | 307,954 | $2.11M | +15,557 | ↑ INC | SEC source |
Kestra Advisory Services, LLCCIK 0001830819 | 299,079 | $2.05M | +13,071 | ↑ INC | SEC source |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 271,800 | $1.86M | +11,000 | ↑ INC | SEC source |
Qube Research & Technologies LtdCIK 0001729829 | 269,726 | $1.84M | +251,442 | ↑ INC | SEC source |
OSAIC HOLDINGS, INC.CIK 0001677044 | 250,265 | $1.71M | +54,854 | ↑ INC | SEC source |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 218,068 | $1.49M | +1,481 | ↑ INC | SEC source |
Sigma Planning CorpCIK 0001449126 | 211,663 | $1.45M | -68,383 | ↓ DEC | SEC source |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 208,386 | $1.43M | -24,724 | ↓ DEC | SEC source |
JANE STREET GROUP, LLCCIK 0001595888 | 208,273 | $1.42M | -109,545 | ↓ DEC | SEC source |
Legacy Wealth Managment, LLC/IDCIK 0002045082 | 208,062 | $1.42M | -7,147 | ↓ DEC | SEC source |
DIVERSIFY WEALTH MANAGEMENT, LLCCIK 0002030780 | 186,522 | $1.40M | +53,207 | ↑ INC | SEC source |
BlackRock, Inc.CIK 0002012383 | 200,393 | $1.37M | -175,366 | ↓ DEC | SEC source |
Alpine Global Management, LLCCIK 0001581655 | 194,060 | $1.33M | -418,575 | ↓ DEC | SEC source |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 176,084 | $1.20M | +4,564 | ↑ INC | SEC source |
| Filer | Δ Shares | Value | Source |
|---|---|---|---|
MORGAN STANLEY↑ INC | +699,162 | $7.89M | SEC source |
Qube Research & Technologies Ltd↑ INC | +251,442 | $1.84M | SEC source |
UBS Group AG↑ INC | +126,649 | $4.67M | SEC source |
Private Advisor Group, LLC↑ INC | +119,783 | $5.89M | SEC source |
Financial Gravity Asset Management, Inc.↑ INC | +61,785 | $587.11K | SEC source |
XTX Topco Ltd↑ INC | +61,089 | $636.11K | SEC source |
LPL Financial LLC↑ INC | +55,168 | $6.77M | SEC source |
OSAIC HOLDINGS, INC.↑ INC | +54,854 | $1.71M | SEC source |
DIVERSIFY WEALTH MANAGEMENT, LLC↑ INC | +53,207 | $1.40M | SEC source |
Callodine Capital Management, LP↑ INC | +50,000 | $4.19M | SEC source |
| Filer | Δ Shares | Value | Source |
|---|---|---|---|
North Ground Capital↓ DEC | -1,011,992 | $513.00K | SEC source |
Invesco Ltd.↓ DEC | -639,224 | $4.22M | SEC source |
Closed-End Fund Advisors, Inc.↓ DEC | -441,501 | $235.34K | SEC source |
Alpine Global Management, LLC↓ DEC | -418,575 | $1.33M | SEC source |
TWO SIGMA INVESTMENTS, LP↓ DEC | -369,788 | $791.35K | SEC source |
VAN ECK ASSOCIATES CORP↓ DEC | -275,711 | $6.62K | SEC source |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -181,542 | $306.48K | SEC source |
BlackRock, Inc.↓ DEC | -175,366 | $1.37M | SEC source |
JPMORGAN CHASE & CO↓ DEC | -169,782 | $10.73K | SEC source |
JANE STREET GROUP, LLC↓ DEC | -109,545 | $1.42M | SEC source |
