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 |
|---|---|---|---|---|
Saba Capital Management, L.P.CIK 0001510281 | 1,839,593 | $107.56M | -246,292 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 1,580,674 | $92.42M | +183,051 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 817,542 | $47.80M | +6,860 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 430,935 | $25.20M | +37,312 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 296,450 | $17.33M | -510 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 276,264 | $16.15M | -1,225 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 196,427 | $11.48M | -7,857 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 161,664 | $9.45M | -12,421 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 129,909 | $7.60M | +10,831 | ↑ INC |
LEVIN CAPITAL STRATEGIES, L.P.CIK 0001354821 | 107,324 | $6.28M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 96,943 | $5.67M | -791 | ↓ DEC |
Altium Capital Management LLCCIK 0001746382 | 48,755 | $2.85M | +27,910 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 42,898 | $2.51M | +3,940 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 40,345 | $2.36M | -59 | ↓ DEC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 35,841 | $2.10M | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 35,417 | $2.07M | +556 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 32,661 | $1.91M | +32,537 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 30,556 | $1.79M | -903 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 29,588 | $1.73M | -3,733 | ↓ DEC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 2,821 | $1.69M | +2,803 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 26,872 | $1.57M | +237 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 22,695 | $1.33M | -1,097 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 20,645 | $1.21M | -48 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 20,581 | $1.20M | -4,585 | ↓ DEC |
Mraz, Amerine & Associates, Inc.CIK 0001542324 | 20,351 | $1.19M | -1,723 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
LAZARD ASSET MANAGEMENT LLC↑ INC | +183,051 | $92.42M |
Penserra Capital Management LLCNEW | +105,918 | $6.19K |
Allspring Global Investments Holdings, LLC↑ INC | +37,312 | $25.20M |
Stolper Co↑ INC | +35,784 | $1.14K |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +32,537 | $1.91M |
Altium Capital Management LLC↑ INC | +27,910 | $2.85M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +16,008 | $14.54K |
Samalin Investment Counsel, LLCNEW | +13,496 | $789.11K |
Corient Private Wealth LLCNEW | +10,928 | $638.97K |
Advisors Asset Management, Inc.↑ INC | +10,831 | $7.60M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -733,326 | $116.88K |
Saba Capital Management, L.P.↓ DEC | -246,292 | $107.56M |
Shaker Financial Services, LLC↓ DEC | -22,500 | $390.99K |
Pathstone Holdings, LLC↓ DEC | -12,421 | $9.45M |
COHEN & STEERS, INC.↓ DEC | -10,000 | $15.20K |
ROYAL BANK OF CANADA↓ DEC | -7,857 | $11.48M |
HighTower Advisors, LLC↓ DEC | -4,585 | $1.20M |
BCS Wealth Management↓ DEC | -3,866 | $226.04K |
WELLS FARGO & COMPANY/MN↓ DEC | -3,733 | $1.73M |
LPL Financial LLC↓ DEC | -3,423 | $1.07M |