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 |
|---|---|---|---|---|
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 2,808,727 | $35.14M | +757,861 | ↑ INC |
OAK HILL ADVISORS LPCIK 0001164688 | 2,766,277 | $34.61M | – | no_change |
NOMURA HOLDINGS INCCIK 0001163653 | 2,652,371 | $33.18M | +1,952,792 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 2,315,114 | $28.96M | +981,989 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 1,600,343 | $20.02M | +405,262 | ↑ INC |
GCM Grosvenor Holdings, LLCCIK 0001939480 | 1,448,654 | $18.12M | +83,260 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 1,053,015 | $13.17M | -403,395 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 939,663 | $11.76M | +860,193 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 815,689 | $10.20M | +377,952 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 621,240 | $7.77M | -130,271 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 560,748 | $7.01M | -103,443 | ↓ DEC |
TORONTO DOMINION BANKCIK 0000947263 | 550,000 | $6.88M | +550,000 | NEW |
Matisse CapitalCIK 0001668256 | 452,200 | $5.66M | +452,200 | NEW |
STIFEL FINANCIAL CORPCIK 0000720672 | 396,437 | $4.96M | +27,306 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 312,663 | $3.91M | +11,745 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 296,583 | $3.71M | +295,980 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 272,779 | $3.41M | +241,598 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 268,810 | $3.36M | -532,968 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 267,521 | $3.35M | -61,437 | ↓ DEC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 253,764 | $3.17M | +21,053 | ↑ INC |
North Ground CapitalCIK 0002055446 | 250,000 | $3.13M | +114,676 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 245,743 | $3.07M | -16,880 | ↓ DEC |
CHOREO, LLCCIK 0001679031 | 191,469 | $2.40M | +71,127 | ↑ INC |
COFG Advisors, LLCCIK 0002104330 | 186,469 | $2.33M | -23,107 | ↓ DEC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 158,283 | $1.98M | +11,860 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
NOMURA HOLDINGS INC↑ INC | +1,952,792 | $33.18M |
Penserra Capital Management LLCNEW | +1,313,268 | $16.43K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +981,989 | $28.96M |
MORGAN STANLEY↑ INC | +860,193 | $11.76M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +764,877 | $30.14K |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +757,861 | $35.14M |
TORONTO DOMINION BANKNEW | +550,000 | $6.88M |
Matisse CapitalNEW | +452,200 | $5.66M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +405,262 | $20.02M |
Pathstone Holdings, LLC↑ INC | +377,952 | $10.20M |
| Filer | Δ Shares | Value |
|---|---|---|
JANE STREET GROUP, LLC↓ DEC | -643,182 | $1.09M |
Almitas Capital LLC↓ DEC | -532,968 | $3.36M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -403,395 | $13.17M |
LPL Financial LLC↓ DEC | -130,271 | $7.77M |
Cetera Investment Advisers↓ DEC | -103,443 | $7.01M |
Prime Capital Investment Advisors, LLC↓ DEC | -102,297 | $1.23M |
XTX Topco Ltd↓ DEC | -77,985 | $931.56K |
PERRYMAN FINANCIAL ADVISORY INC /AD↓ DEC | -65,296 | $651.21K |
OSAIC HOLDINGS, INC.↓ DEC | -61,437 | $3.35M |
GREAT VALLEY ADVISOR GROUP, INC.↓ DEC | -43,306 | $333.04K |