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 |
|---|---|---|---|---|
Saba Capital Management, L.P.CIK 0001510281 | 2,220,648 | $18.01M | – | no_change |
Matisse CapitalCIK 0001668256 | 412,000 | $3.34M | +5,000 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 273,696 | $2.22M | +13,117 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 246,653 | $2.00M | +8,004 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 200,829 | $1.63M | – | no_change |
Bulldog Investors, LLPCIK 0001504304 | 126,112 | $1.02M | -1,106 | ↓ DEC |
Quarry LPCIK 0001965207 | 103,453 | $839.00K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 85,000 | $689.00K | -10,000 | ↓ DEC |
IHT Wealth Management, LLCCIK 0001697490 | 72,262 | $586.04K | +404 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 70,030 | $567.94K | +15,192 | ↑ INC |
North Ground CapitalCIK 0002055446 | 55,059 | $446.53K | -22,251 | ↓ DEC |
Altium Capital Management LLCCIK 0001746382 | 54,723 | $443.80K | +30,164 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 50,832 | $412.25K | -610 | ↓ DEC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 45,894 | $372.20K | – | no_change |
Almitas Capital LLCCIK 0001596468 | 45,193 | $366.51K | -41,605 | ↓ DEC |
K2 PRINCIPAL FUND, L.P.CIK 0001461790 | 34,709 | $281.49K | – | no_change |
Noble Wealth Management PBCCIK 0002055065 | 30,644 | $248.52K | -160,702 | ↓ DEC |
Chicago Partners Investment Group LLCCIK 0001563525 | 30,135 | $238.97K | +273 | ↑ INC |
Alpine Global Management, LLCCIK 0001581655 | 26,961 | $218.65K | -10,113 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 24,083 | $195.32K | -5,128 | ↓ DEC |
Weaver Consulting GroupCIK 0001780055 | 15,620 | $126.68K | +500 | ↑ INC |
Perigon Wealth Management, LLCCIK 0001575239 | 13,794 | $111.87K | – | no_change |
NWF Advisory Services Inc.CIK 0002045735 | 11,700 | $94.89K | -2,500 | ↓ DEC |
Prime Capital Investment Advisors, LLCCIK 0001731446 | 11,512 | $93.36K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 5,196 | $42.14K | -100 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Altium Capital Management LLC↑ INC | +30,164 | $443.80K |
LPL Financial LLC↑ INC | +15,192 | $567.94K |
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +13,117 | $2.22M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +8,004 | $2.00M |
Matisse Capital↑ INC | +5,000 | $3.34M |
Weaver Consulting Group↑ INC | +500 | $126.68K |
IHT Wealth Management, LLC↑ INC | +404 | $586.04K |
Chicago Partners Investment Group LLC↑ INC | +273 | $238.97K |
WELLS FARGO & COMPANY/MNNEW | 0 | $1.00 |
| Filer | Δ Shares | Value |
|---|---|---|
Noble Wealth Management PBC↓ DEC | -160,702 | $248.52K |
Almitas Capital LLC↓ DEC | -41,605 | $366.51K |
North Ground Capital↓ DEC | -22,251 | $446.53K |
Alpine Global Management, LLC↓ DEC | -10,113 | $218.65K |
ROYAL BANK OF CANADA↓ DEC | -10,000 | $689.00K |
OSAIC HOLDINGS, INC.↓ DEC | -5,128 | $195.32K |
NWF Advisory Services Inc.↓ DEC | -2,500 | $94.89K |
Bulldog Investors, LLP↓ DEC | -1,106 | $1.02M |
EVOLVE PRIVATE WEALTH, LLC↓ DEC | -610 | $412.25K |
MORGAN STANLEY↓ DEC | -100 | $42.14K |