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 | 1,604,273 | $17.89M | -76,347 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 405,352 | $4.52M | +11,434 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 247,149 | $2.76M | -30,753 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 233,133 | $2.60M | +918 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 228,613 | $2.55M | -39,223 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 208,201 | $2.32M | +8,418 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 166,514 | $1.86M | +2,185 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 144,347 | $1.61M | -10,432 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 135,153 | $1.51M | -9,727 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 102,042 | $1.14M | -5,774 | ↓ DEC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 81,490 | $908.61K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 81,328 | $906.81K | -41 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 68,777 | $766.86K | -994 | ↓ DEC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 68,718 | $766.20K | +1,000 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 55,309 | $617.00K | +7,955 | ↑ INC |
Institute for Wealth Management, LLC.CIK 0001533954 | 52,756 | $588.23K | -1,101 | ↓ DEC |
Waverly Advisors, LLCCIK 0001568787 | 42,499 | $473.86K | +1,300 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 39,594 | $443.06K | -22,553 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 32,592 | $363.40K | – | no_change |
Focus Partners WealthCIK 0001542153 | 32,006 | $356.87K | – | no_change |
Aviance Capital Partners, LLCCIK 0001542383 | 30,754 | $342.91K | +174 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 27,015 | $301.21K | +1,916 | ↑ INC |
K2 PRINCIPAL FUND, L.P.CIK 0001461790 | 24,619 | $274.50K | – | no_change |
LPL Financial LLCCIK 0001403438 | 23,435 | $261.30K | +127 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 23,431 | $261.26K | -6,216 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Advisors Asset Management, Inc.↑ INC | +11,434 | $4.52M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +8,418 | $2.32M |
ROYAL BANK OF CANADA↑ INC | +7,955 | $617.00K |
GUGGENHEIM CAPITAL LLC↑ INC | +2,185 | $1.86M |
OSAIC HOLDINGS, INC.↑ INC | +2,139 | $205.82K |
Private Advisor Group, LLC↑ INC | +1,916 | $301.21K |
UBS Group AG↑ INC | +1,470 | $134.88K |
Waverly Advisors, LLC↑ INC | +1,300 | $473.86K |
UHLMANN PRICE SECURITIES, LLC↑ INC | +1,000 | $766.20K |
Invesco Ltd.↑ INC | +918 | $2.60M |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -108,475 | $43.03K |
Saba Capital Management, L.P.↓ DEC | -76,347 | $17.89M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -65,669 | $112.44K |
Bulldog Investors, LLP↓ DEC | -39,223 | $2.55M |
Pathstone Holdings, LLC↓ DEC | -30,753 | $2.76M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -22,553 | $443.06K |
MORGAN STANLEY↓ DEC | -10,432 | $1.61M |
Baird Financial Group, Inc.↓ DEC | -9,727 | $1.51M |
Shaker Financial Services, LLC↓ DEC | -6,216 | $261.26K |
AMERIPRISE FINANCIAL INC↓ DEC | -5,774 | $1.14M |