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 |
|---|---|---|---|---|
Enstar Group LTDCIK 0001363829 | 3,827,212 | $36.13M | +7,556 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 774,059 | $7.31M | +248,933 | ↑ INC |
FLAX POND CAPITAL, LLCCIK 0002106996 | 603,019 | $5.69M | +150,815 | ↑ INC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 145,928 | $4.48M | +143,193 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 394,000 | $3.72M | +83,189 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 285,551 | $2.70M | +165,046 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 217,600 | $2.05M | +217,600 | NEW |
MORGAN STANLEYCIK 0000895421 | 208,816 | $1.97M | +37,589 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 136,686 | $1.29M | +16,811 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 104,249 | $984.11K | +29,892 | ↑ INC |
Clear Harbor Asset Management, LLCCIK 0001511857 | 102,310 | $965.81K | +102,310 | NEW |
TORONTO DOMINION BANKCIK 0000947263 | 100,000 | $944.00K | +100,000 | NEW |
Almitas Capital LLCCIK 0001596468 | 80,547 | $760.36K | – | no_change |
Freestone Capital Holdings, LLCCIK 0001470876 | 79,428 | $749.80K | +17,460 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 56,973 | $537.83K | +12,530 | ↑ INC |
Kovack Advisors, Inc.CIK 0001728321 | 53,424 | $504.32K | +21,902 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 50,678 | $478.40K | +50,678 | NEW |
LPL Financial LLCCIK 0001403438 | 41,967 | $396.17K | +2,206 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 34,933 | $329.77K | +34,933 | NEW |
XTX Topco LtdCIK 0001828301 | 26,621 | $251.30K | -15,692 | ↓ DEC |
Ballentine Partners, LLCCIK 0001374889 | 24,650 | $232.70K | – | no_change |
K2 PRINCIPAL FUND, L.P.CIK 0001461790 | 23,584 | $222.63K | – | no_change |
Pinnacle Wealth Planning Services, Inc.CIK 0001726752 | 20,765 | $196.02K | +87 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 19,238 | $181.61K | – | no_change |
TrueMark Investments, LLCCIK 0001974457 | 19,011 | $179.46K | +4,011 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +248,933 | $7.31M |
Bulldog Investors, LLPNEW | +217,600 | $2.05M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +165,046 | $2.70M |
FLAX POND CAPITAL, LLC↑ INC | +150,815 | $5.69M |
EverSource Wealth Advisors, LLC↑ INC | +143,193 | $4.48M |
Clear Harbor Asset Management, LLCNEW | +102,310 | $965.81K |
TORONTO DOMINION BANKNEW | +100,000 | $944.00K |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +83,189 | $3.72M |
Invesco Ltd.NEW | +50,678 | $478.40K |
MORGAN STANLEY↑ INC | +37,589 | $1.97M |
| Filer | Δ Shares | Value |
|---|---|---|
XTX Topco Ltd↓ DEC | -15,692 | $251.30K |
Cetera Investment Advisers↓ DEC | -4,683 | $163.72K |
N.E.W. Advisory Services LLC↓ DEC | -1,976 | $19.10K |
UBS Group AG↓ DEC | -1,319 | $117.70K |
OSAIC HOLDINGS, INC.↓ DEC | -1,217 | $57.98K |
EVOLVE PRIVATE WEALTH, LLC↓ DEC | -247 | $98.68K |