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 | 1,565,216 | $16.50M | +200 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 1,283,877 | $13.53M | -38,957 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 959,254 | $10.11M | +1,093 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 520,749 | $5.49M | +120,446 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 429,202 | $4.52M | -5,464 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 247,306 | $2.61M | -6,608 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 215,798 | $2.27M | +64,920 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 182,924 | $1.93M | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 124,596 | $1.31M | -20,634 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 122,649 | $1.29M | -261,792 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 117,669 | $1.24M | -309 | ↓ DEC |
Ackerman Capital Advisors, LLCCIK 0001699506 | 94,165 | $992.50K | +11,998 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 83,828 | $883.55K | +25,053 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 83,758 | $882.80K | -201,155 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 68,229 | $796.91K | -157,097 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 74,135 | $781.38K | -583 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 73,129 | $770.78K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 59,806 | $630.37K | +39,257 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 51,602 | $543.88K | -1,491 | ↓ DEC |
Samalin Investment Counsel, LLCCIK 0001544366 | 44,897 | $473.21K | -7,514 | ↓ DEC |
ProVise Management Group, LLCCIK 0001305707 | 43,100 | $454.27K | -1,000 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 42,762 | $450.71K | -498,455 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 40,785 | $429.88K | -5,579 | ↓ DEC |
Palogic Value Management, L.P.CIK 0001532943 | 40,250 | $424.24K | – | no_change |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 37,729 | $397.67K | +7 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +391,769 | $6.80K |
Bulldog Investors, LLP↑ INC | +120,446 | $5.49M |
Hennion & Walsh Asset Management, Inc.↑ INC | +64,920 | $2.27M |
OSAIC HOLDINGS, INC.↑ INC | +39,257 | $630.37K |
RAYMOND JAMES FINANCIAL INC↑ INC | +25,053 | $883.55K |
Ackerman Capital Advisors, LLC↑ INC | +11,998 | $992.50K |
Summit Trail Advisors, LLC↑ INC | +10,559 | $223.13K |
HARBOUR INVESTMENTS, INC.NEW | +10,155 | $107.03K |
VAN ECK ASSOCIATES CORP↑ INC | +6,615 | $1.65K |
Patriot Financial Group Insurance Agency, LLC↑ INC | +4,316 | $124.54K |
| Filer | Δ Shares | Value |
|---|---|---|
Fiera Capital Corp↓ DEC | -498,455 | $450.71K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -261,792 | $1.29M |
RIVERBRIDGE PARTNERS LLC↓ DEC | -201,155 | $882.80K |
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -157,097 | $796.91K |
Pathstone Holdings, LLC↓ DEC | -38,957 | $13.53M |
AMERIPRISE FINANCIAL INC↓ DEC | -20,634 | $1.31M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -14,520 | $14.71K |
Invesco Ltd.↓ DEC | -11,937 | $369.35K |
Samalin Investment Counsel, LLC↓ DEC | -7,514 | $473.21K |
MORGAN STANLEY↓ DEC | -6,608 | $2.61M |