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 | 1,936,773 | $27.97M | -88,095 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,391,795 | $20.10M | +38,434 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,086,566 | $15.69M | +7,187 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 624,733 | $9.02M | +125,977 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 533,200 | $7.70M | -118,543 | ↓ DEC |
Kanen Wealth Management LLCCIK 0001681614 | 523,585 | $7.56M | +6,425 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 490,161 | $7.08M | +102,349 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 424,702 | $6.13M | +3,179 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 391,497 | $5.65M | -77,980 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 374,459 | $5.41M | +18,883 | ↑ INC |
United Advisor Group, LLCCIK 0002004873 | 309,774 | $4.47M | -26,928 | ↓ DEC |
UBS Group AGCIK 0001610520 | 270,385 | $3.90M | -48 | ↓ DEC |
J.W. COLE ADVISORS, INC.CIK 0001404763 | 243,330 | $3.51M | -40,271 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 230,171 | $3.32M | +26,802 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 176,130 | $2.54M | +176,130 | NEW |
Saba Capital Management, L.P.CIK 0001510281 | 172,750 | $2.49M | +101,452 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 151,099 | $2.18M | +121,561 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 137,092 | $1.98M | +28,092 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 120,570 | $1.74M | +44,305 | ↑ INC |
Zimmer Partners, LPCIK 0001565854 | 107,700 | $1.56M | +24,500 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 86,836 | $1.25M | +13,550 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 80,876 | $1.17M | +19,331 | ↑ INC |
Concorde Asset Management, LLCCIK 0001631773 | 57,420 | $833.16K | -100 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 56,628 | $817.74K | +723 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 50,461 | $728.66K | +34 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
COHEN & STEERS, INC.↑ INC | +186,007 | $7.78K |
Bulldog Investors, LLPNEW | +176,130 | $2.54M |
Allspring Global Investments Holdings, LLC↑ INC | +125,977 | $9.02M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +121,561 | $2.18M |
Pathstone Holdings, LLC↑ INC | +102,349 | $7.08M |
Saba Capital Management, L.P.↑ INC | +101,452 | $2.49M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +44,305 | $1.74M |
WELLS FARGO & COMPANY/MN↑ INC | +38,434 | $20.10M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDNEW | +35,868 | $517.93K |
FIRST TRUST ADVISORS LP↑ INC | +28,092 | $1.98M |
| Filer | Δ Shares | Value |
|---|---|---|
PFG Investments, LLC↓ DEC | -141,565 | $147.76K |
Karpus Management, Inc.↓ DEC | -118,543 | $7.70M |
MORGAN STANLEY↓ DEC | -88,095 | $27.97M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -77,980 | $5.65M |
J.W. COLE ADVISORS, INC.↓ DEC | -40,271 | $3.51M |
United Advisor Group, LLC↓ DEC | -26,928 | $4.47M |
GUGGENHEIM CAPITAL LLC↓ DEC | -21,512 | $639.58K |
Cetera Investment Advisers↓ DEC | -21,425 | $516.22K |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -9,520 | $126.88K |
BANK OF AMERICA CORP /DE/↓ DEC | -9,146 | $310.21K |