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 |
|---|---|---|---|---|
OAK HILL ADVISORS LPCIK 0001164688 | 8,975,827 | $91.37M | +6,365,485 | ↑ INC |
UBS Group AGCIK 0001610520 | 5,862,764 | $59.68M | +2,056,688 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 4,406,386 | $44.86M | +837,555 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 3,710,238 | $37.77M | +858,676 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 3,509,748 | $35.73M | +3,509,748 | NEW |
Beach Point Capital Management LPCIK 0001453885 | 3,129,787 | $31.86M | +3,055,531 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 2,553,908 | $26.00M | -540,544 | ↓ DEC |
Generali Asset Management SPA SGRCIK 0002046751 | 2,546,371 | $25.92M | – | no_change |
Legal & General Group PlcCIK 0000764068 | 2,515,860 | $25.60M | +219,790 | ↑ INC |
CURA WEALTH ADVISORS, LLCCIK 0002056729 | 2,264,934 | $23.06M | -80,442 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 2,097,170 | $21.35M | +1,789,090 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 1,937,093 | $19.72M | -965,712 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,719,535 | $17.50M | +791,204 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 1,543,127 | $15.71M | +416,289 | ↑ INC |
ARES MANAGEMENT LLCCIK 0001259313 | 1,517,482 | $15.45M | +240,000 | ↑ INC |
Callodine Capital Management, LPCIK 0001741675 | 1,334,709 | $13.59M | +1,262,669 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 1,303,223 | $13.27M | +297,105 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 1,231,205 | $12.53M | -35,637 | ↓ DEC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 1,153,934 | $11.75M | -394,948 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 1,082,618 | $11.02M | +882,374 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 1,041,043 | $10.60M | +713,188 | ↑ INC |
Kohlberg Kravis Roberts & Co. L.P.CIK 0001399770 | 980,587 | $9.98M | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 875,591 | $8.91M | -59,109 | ↓ DEC |
Muzinich & Co., Inc.CIK 0001618824 | 855,844 | $8.71M | +1,102 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 831,668 | $8.47M | -90,396 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
OAK HILL ADVISORS LP↑ INC | +6,365,485 | $91.37M |
Saba Capital Management, L.P.NEW | +3,509,748 | $35.73M |
Beach Point Capital Management LP↑ INC | +3,055,531 | $31.86M |
UBS Group AG↑ INC | +2,056,688 | $59.68M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +1,789,090 | $21.35M |
Callodine Capital Management, LP↑ INC | +1,262,669 | $13.59M |
BlackRock, Inc.↑ INC | +882,374 | $11.02M |
MORGAN STANLEY↑ INC | +858,676 | $37.77M |
LPL Financial LLC↑ INC | +837,555 | $44.86M |
Invesco Ltd.↑ INC | +791,204 | $17.50M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -7,730,846 | $103.41K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -965,712 | $19.72M |
JANE STREET GROUP, LLC↓ DEC | -952,182 | $1.86M |
North Ground Capital↓ DEC | -870,746 | $254.50K |
Gateway Wealth Partners, LLC↓ DEC | -709,409 | $337.27K |
Connor, Clark & Lunn Investment Management Ltd.↓ DEC | -548,160 | $6.83M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -540,544 | $26.00M |
JPMORGAN CHASE & CO↓ DEC | -416,502 | $796.67K |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -394,948 | $11.75M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -310,540 | $3.79M |