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 |
|---|---|---|---|---|
Bulldog Investors, LLPCIK 0001504304 | 3,531,732 | $12.64M | -61,925 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 2,955,950 | $10.58M | +325,054 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 1,497,718 | $5.36M | – | no_change |
ICON ADVISERS INC/COCIK 0001058470 | 731,734 | $2.62M | -89,722 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 710,702 | $2.54M | +319,091 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 676,122 | $2.42M | +107,873 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 405,971 | $1.45M | – | no_change |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 377,111 | $1.35M | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 354,378 | $1.27M | +35,963 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 315,595 | $1.13M | +315,595 | NEW |
Lido Advisors, LLCCIK 0001650150 | 146,367 | $523.99K | – | no_change |
UBS Group AGCIK 0001610520 | 129,606 | $463.99K | -109,224 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 124,236 | $444.76K | +113 | ↑ INC |
Matisse CapitalCIK 0001668256 | 98,712 | $353.39K | -163,496 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 91,331 | $326.96K | -1,272 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 60,315 | $215.93K | +323 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 46,113 | $165.09K | -18,110 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 43,988 | $157.48K | -4,229 | ↓ DEC |
Equitable Holdings, Inc.CIK 0001333986 | 33,335 | $117.01K | +611 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 30,929 | $110.73K | – | no_change |
Novak & Powell Financial Services, Inc.CIK 0002011548 | 30,789 | $110.22K | +424 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 30,249 | $108.29K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 27,368 | $97.98K | +8,972 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 20,917 | $74.88K | -4 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 20,000 | $71.60K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +325,054 | $10.58M |
MORGAN STANLEY↑ INC | +319,091 | $2.54M |
GUGGENHEIM CAPITAL LLCNEW | +315,595 | $1.13M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +107,873 | $2.42M |
Bank of New York Mellon Corp↑ INC | +35,963 | $1.27M |
MERCER GLOBAL ADVISORS INC /ADVNEW | +18,540 | $66.37K |
HighTower Advisors, LLCNEW | +17,365 | $62.17K |
Fisher Asset Management, LLCNEW | +16,847 | $60.31K |
CITADEL ADVISORS LLC↑ INC | +8,972 | $97.98K |
HARBOUR INVESTMENTS, INC.NEW | +2,024 | $7.25K |
| Filer | Δ Shares | Value |
|---|---|---|
Matisse Capital↓ DEC | -163,496 | $353.39K |
UBS Group AG↓ DEC | -109,224 | $463.99K |
ICON ADVISERS INC/CO↓ DEC | -89,722 | $2.62M |
Bulldog Investors, LLP↓ DEC | -61,925 | $12.64M |
OSAIC HOLDINGS, INC.↓ DEC | -18,110 | $165.09K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -4,229 | $157.48K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -1,852 | $42.43K |
EVOLVE PRIVATE WEALTH, LLC↓ DEC | -1,272 | $326.96K |
Independence Bank of Kentucky↓ DEC | -860 | $7.16K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↓ DEC | -4 | $74.88K |