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 |
|---|---|---|---|---|
Focus Partners WealthCIK 0001542153 | 450,151 | $5.36M | -30,705 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 355,089 | $4.07M | +4,149 | ↑ INC |
Beverly Hills Private Wealth, LLCCIK 0001965710 | 336,342 | $3.85M | +27,744 | ↑ INC |
Hara Capital LLCCIK 0002010015 | 303,989 | $3.48M | +15,800 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 105,609 | $1.21M | +9,980 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 82,776 | $947.79K | +2,064 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 71,012 | $813.09K | – | no_change |
Avise Financial Cooperative, Inc.CIK 0002013342 | 47,028 | $538.47K | +1 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 37,283 | $426.89K | +19,452 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 36,405 | $416.84K | -26,006 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 27,483 | $314.68K | +7,991 | ↑ INC |
Basepoint Wealth LLCCIK 0002088236 | 19,806 | $226.78K | +168 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 19,211 | $219.97K | -1,820 | ↓ DEC |
Corps Capital Advisors, LLCCIK 0002054234 | 19,000 | $217.55K | – | no_change |
Sanctuary Advisors, LLCCIK 0001777271 | 18,300 | $209.53K | -122 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 17,541 | $200.84K | – | no_change |
Nuveen, LLCCIK 0001871926 | 16,077 | $184.08K | – | no_change |
Savvy Advisors, Inc.CIK 0002003633 | 14,545 | $166.54K | – | no_change |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 14,433 | $165.26K | – | no_change |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 13,654 | $156.34K | -16,069 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 10,939 | $125.25K | – | no_change |
Financial Gravity Asset Management, Inc.CIK 0001741736 | 3,232 | $37.01K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,620 | $18.56K | +813 | ↑ INC |
Centennial Bank/AR/CIK 0001994744 | 1,500 | $17.18K | – | no_change |
UBS Group AGCIK 0001610520 | 1,358 | $15.55K | +761 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Beverly Hills Private Wealth, LLC↑ INC | +27,744 | $3.85M |
LPL Financial LLC↑ INC | +19,452 | $426.89K |
Hara Capital LLC↑ INC | +15,800 | $3.48M |
1607 Capital Partners, LLC↑ INC | +9,980 | $1.21M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +7,991 | $314.68K |
Almitas Capital LLC↑ INC | +4,149 | $4.07M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +2,878 | $10.57K |
MORGAN STANLEY↑ INC | +2,064 | $947.79K |
OSAIC HOLDINGS, INC.↑ INC | +813 | $18.56K |
UBS Group AG↑ INC | +761 | $15.55K |
| Filer | Δ Shares | Value |
|---|---|---|
Focus Partners Wealth↓ DEC | -30,705 | $5.36M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -26,006 | $416.84K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -16,069 | $156.34K |
Karpus Management, Inc.↓ DEC | -1,820 | $219.97K |
Sanctuary Advisors, LLC↓ DEC | -122 | $209.53K |