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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 8,095,216 | $218.00M | -224,372 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 5,106,460 | $137.52M | -644,798 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 1,499,700 | $40.39M | -151,816 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,352,138 | $36.41M | +37,811 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,346,926 | $36.27M | -24,947 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 742,797 | $20.00M | +55,550 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 667,882 | $17.99M | +102,391 | ↑ INC |
GABELLI & Co INVESTMENT ADVISERS, INC.CIK 0000932724 | 626,000 | $16.86M | – | no_change |
LPL Financial LLCCIK 0001403438 | 577,573 | $15.55M | +23,012 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 534,572 | $14.39M | -99 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 506,838 | $13.65M | -24,637 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 358,691 | $9.66M | +57,921 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 299,891 | $8.08M | -695 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 275,771 | $7.43M | +13,958 | ↑ INC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 262,242 | $7.06M | – | no_change |
Private Advisor Group, LLCCIK 0001567755 | 195,409 | $5.26M | +2,046 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 164,873 | $4.44M | -551 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 159,030 | $4.28M | +9,724 | ↑ INC |
&PARTNERSCIK 0000107136 | 151,314 | $4.07M | +20,647 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 135,955 | $3.66M | -700 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 128,440 | $3.52M | -41,380 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 129,211 | $3.48M | +5,225 | ↑ INC |
UBS Group AGCIK 0001610520 | 122,492 | $3.30M | -5,463 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 114,975 | $3.10M | +12,922 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 114,959 | $3.10M | +48,132 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +167,651 | $17.20K |
Advisors Asset Management, Inc.↑ INC | +102,391 | $17.99M |
FIFTH THIRD BANCORP↑ INC | +64,560 | $1.77M |
Steward Partners Investment Advisory, LLC↑ INC | +57,921 | $9.66M |
Allspring Global Investments Holdings, LLC↑ INC | +55,550 | $20.00M |
Kestra Advisory Services, LLC↑ INC | +48,132 | $3.10M |
WELLS FARGO & COMPANY/MN↑ INC | +37,811 | $36.41M |
LPL Financial LLC↑ INC | +23,012 | $15.55M |
&PARTNERS↑ INC | +20,647 | $4.07M |
GAMCO INVESTORS, INC. ET AL↑ INC | +19,000 | $915.62K |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -644,798 | $137.52M |
MORGAN STANLEY↓ DEC | -224,372 | $218.00M |
Karpus Management, Inc.↓ DEC | -151,816 | $40.39M |
1607 Capital Partners, LLC↓ DEC | -57,738 | $722.26K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -41,380 | $3.52M |
HighTower Advisors, LLC↓ DEC | -27,722 | $833.22K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -24,947 | $36.27M |
BANK OF AMERICA CORP /DE/↓ DEC | -24,637 | $13.65M |
Focus Partners Wealth↓ DEC | -22,871 | $1.75M |
Cambridge Investment Research Advisors, Inc.↓ DEC | -20,926 | $3.09K |