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 | 22,022,163 | $299.06M | -4,314,094 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 2,204,468 | $29.94M | +37,517 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 1,233,545 | $16.75M | +5,000 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,223,160 | $16.61M | +9,985 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,046,149 | $14.21M | +4,605 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 785,898 | $10.67M | +3,985 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 646,960 | $8.79M | +66,265 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 642,586 | $8.73M | +83,912 | ↑ INC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 558,506 | $7.58M | +470,048 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 391,493 | $5.32M | -173,092 | ↓ DEC |
Formidable Asset Management, LLCCIK 0001592613 | 301,869 | $4.64M | +6,321 | ↑ INC |
Mason & Associates IncCIK 0001917686 | 332,204 | $4.44M | -10,308 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 277,647 | $3.77M | +44,150 | ↑ INC |
UBS Group AGCIK 0001610520 | 244,427 | $3.32M | +41,876 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 230,519 | $3.13M | -5,329 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 221,850 | $3.01M | +136,482 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 199,231 | $2.71M | -9,865 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 152,525 | $2.07M | +40,650 | ↑ INC |
Americana Partners, LLCCIK 0001797678 | 108,605 | $1.47M | -3,500 | ↓ DEC |
RFG Advisory, LLCCIK 0001633387 | 105,805 | $1.44M | +45,990 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 103,234 | $1.40M | -75 | ↓ DEC |
North Ground CapitalCIK 0002055446 | 100,000 | $1.36M | -123,714 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 79,440 | $1.08M | +9,514 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 72,786 | $988.43K | -11,381 | ↓ DEC |
Ascentis Independent AdvisorsCIK 0001845003 | 72,226 | $980.83K | +5,721 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
FLAGSHIP HARBOR ADVISORS, LLC↑ INC | +470,048 | $7.58M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +136,482 | $3.01M |
Penserra Capital Management LLC↑ INC | +94,638 | $19.81K |
AMERIPRISE FINANCIAL INC↑ INC | +83,912 | $8.73M |
Advisors Asset Management, Inc.↑ INC | +66,265 | $8.79M |
Shaker Financial Services, LLC↑ INC | +48,829 | $927.91K |
RFG Advisory, LLC↑ INC | +45,990 | $1.44M |
LPL Financial LLC↑ INC | +44,150 | $3.77M |
UBS Group AG↑ INC | +41,876 | $3.32M |
Aviance Capital Partners, LLCNEW | +40,697 | $552.66K |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -4,314,094 | $299.06M |
Almitas Capital LLC↓ DEC | -319,734 | $154.89K |
WELLS FARGO & COMPANY/MN↓ DEC | -173,092 | $5.32M |
North Ground Capital↓ DEC | -123,714 | $1.36M |
Alpine Global Management, LLC↓ DEC | -64,978 | $475.60K |
TRUIST FINANCIAL CORP↓ DEC | -16,588 | $261.29K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -11,381 | $988.43K |
Mason & Associates Inc↓ DEC | -10,308 | $4.44M |
OPPENHEIMER & CO INC↓ DEC | -9,865 | $2.71M |
CoreCap Advisors, LLC↓ DEC | -9,133 | $93.97K |