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 |
|---|---|---|---|---|
Karpus Management, Inc.CIK 0001048703 | 2,296,254 | $22.43M | -1,210,332 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,610,948 | $15.74M | +20,385 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 1,303,983 | $12.74M | -8,813 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,144,456 | $11.18M | -2,383 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 1,035,238 | $10.21M | +358,441 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 833,513 | $8.14M | +47,481 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 749,174 | $7.32M | -8,940 | ↓ DEC |
Wealthspire Advisors, LLCCIK 0001646247 | 568,062 | $5.55M | -9,205 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 453,909 | $4.43M | +54,375 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 443,079 | $4.33M | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 431,237 | $4.21M | -513 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 401,179 | $3.92M | -180,942 | ↓ DEC |
UBS Group AGCIK 0001610520 | 265,058 | $2.59M | +21,547 | ↑ INC |
Cresta Advisors, Ltd.CIK 0001947670 | 255,415 | $2.50M | +205,400 | ↑ INC |
CURA WEALTH ADVISORS, LLCCIK 0002056729 | 254,149 | $2.48M | +10,000 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 256,760 | $2.48M | +256,760 | NEW |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 229,813 | $2.25M | +147,431 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 218,796 | $2.14M | +35,388 | ↑ INC |
Dakota Wealth ManagementCIK 0001631353 | 200,960 | $1.96M | -6,640 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 171,927 | $1.68M | – | no_change |
Fiera Capital CorpCIK 0001505817 | 163,302 | $1.60M | -130,777 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 157,839 | $1.54M | +58,931 | ↑ INC |
JFS WEALTH ADVISORS, LLCCIK 0001568068 | 137,434 | $1.34M | -225 | ↓ DEC |
MACKAY SHIELDS LLCCIK 0000061227 | 125,764 | $1.23M | -193,050 | ↓ DEC |
Garner Asset Management CorpCIK 0001714093 | 126,002 | $1.22M | -1,994 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +358,441 | $10.21M |
Rareview Capital LLCNEW | +256,760 | $2.48M |
Cresta Advisors, Ltd.↑ INC | +205,400 | $2.50M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +147,431 | $2.25M |
VAN ECK ASSOCIATES CORP↑ INC | +83,685 | $4.62K |
Summit Trail Advisors, LLC↑ INC | +60,426 | $694.00K |
HighTower Advisors, LLC↑ INC | +58,931 | $1.54M |
MORGAN STANLEY↑ INC | +54,375 | $4.43M |
RAYMOND JAMES FINANCIAL INC↑ INC | +47,481 | $8.14M |
LPL Financial LLC↑ INC | +35,388 | $2.14M |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↓ DEC | -1,210,332 | $22.43M |
Merit Financial Group, LLC↓ DEC | -207,600 | $105.92K |
MACKAY SHIELDS LLC↓ DEC | -193,050 | $1.23M |
AMERIPRISE FINANCIAL INC↓ DEC | -180,942 | $3.92M |
Fiera Capital Corp↓ DEC | -130,777 | $1.60M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -84,996 | $488.00 |
Invesco Ltd.↓ DEC | -50,093 | $986.45K |
Indiana Trust & Investment Management Co↓ DEC | -26,560 | $1.15M |
BANK OF MONTREAL /CAN/↓ DEC | -10,644 | $116.27K |
Wealthspire Advisors, LLC↓ DEC | -9,205 | $5.55M |