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 |
|---|---|---|---|---|
Pathstone Holdings, LLCCIK 0002011612 | 715,875 | $7.82M | +162,268 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 266,375 | $2.91M | -19,717 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 195,329 | $2.17M | +42,547 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 157,714 | $1.72M | +30,000 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 146,927 | $1.61M | +121,777 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 140,894 | $1.54M | +15,195 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 133,861 | $1.46M | +8,804 | ↑ INC |
Matisse CapitalCIK 0001668256 | 128,815 | $1.41M | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 101,531 | $1.11M | +87,048 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 90,804 | $992.49K | +47,294 | ↑ INC |
UBS Group AGCIK 0001610520 | 68,696 | $750.85K | -6,357 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 67,341 | $736.04K | -1,486 | ↓ DEC |
GILL CAPITAL PARTNERS, LLCCIK 0000729563 | 65,189 | $712.52K | -181 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 51,814 | $566.33K | +25,911 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 47,243 | $516.37K | -10,038 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 45,191 | $493.94K | +45,191 | NEW |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 39,388 | $430.51K | +8,267 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 38,200 | $417.53K | +450 | ↑ INC |
ProVise Management Group, LLCCIK 0001305707 | 35,730 | $390.53K | +1,536 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 34,182 | $373.61K | +34,182 | NEW |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 34,170 | $373.48K | – | no_change |
Ackerman Capital Advisors, LLCCIK 0001699506 | 29,033 | $317.33K | +3,383 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 28,963 | $316.57K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 28,701 | $313.71K | +562 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 23,073 | $252.19K | +23,073 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +162,268 | $7.82M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +121,777 | $1.61M |
Bank of New York Mellon Corp↑ INC | +87,048 | $1.11M |
1607 Capital Partners, LLC↑ INC | +47,294 | $992.49K |
Karpus Management, Inc.NEW | +45,191 | $493.94K |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +42,547 | $2.17M |
Bulldog Investors, LLPNEW | +34,182 | $373.61K |
SIT INVESTMENT ASSOCIATES INC↑ INC | +31,253 | $382.00 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +30,000 | $1.72M |
Closed-End Fund Advisors, Inc.↑ INC | +25,911 | $566.33K |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -34,757 | $7.67K |
North Ground Capital↓ DEC | -21,411 | $186.01K |
GUGGENHEIM CAPITAL LLC↓ DEC | -19,717 | $2.91M |
Steward Partners Investment Advisory, LLC↓ DEC | -10,983 | $87.11K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -10,038 | $516.37K |
UBS Group AG↓ DEC | -6,357 | $750.85K |
Logan Stone Capital, LLC↓ DEC | -1,486 | $736.04K |
ROYAL BANK OF CANADA↓ DEC | -191 | $111.00K |
GILL CAPITAL PARTNERS, LLC↓ DEC | -181 | $712.52K |