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 | 2,595,140 | $26.52M | +384,585 | ↑ INC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 2,336,184 | $23.88M | -10,112 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 2,019,613 | $20.64M | -122,303 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 1,066,357 | $10.90M | -187,213 | ↓ DEC |
Bulldog Investors, LLPCIK 0001504304 | 532,074 | $5.44M | +30,817 | ↑ INC |
Uncommon Cents Investing LLCCIK 0001729754 | 368,883 | $3.77M | +2,977 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 367,181 | $3.75M | -1,817 | ↓ DEC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 289,545 | $2.96M | +34,478 | ↑ INC |
GABELLI FUNDS LLCCIK 0001081407 | 255,000 | $2.61M | – | no_change |
Shaker Financial Services, LLCCIK 0001511794 | 117,723 | $1.20M | -3,311 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 108,718 | $1.11M | +8,275 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 82,834 | $846.00K | -580 | ↓ DEC |
Arnhold LLCCIK 0001733755 | 32,997 | $337.23K | +354 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 32,762 | $334.83K | +2,371 | ↑ INC |
Hudson Portfolio Management LLCCIK 0001847700 | 32,690 | $334.09K | – | no_change |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 25,934 | $265.05K | -338 | ↓ DEC |
Altium Capital Management LLCCIK 0001746382 | 24,920 | $254.68K | +24,920 | NEW |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 18,200 | $186.00K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 15,188 | $155.22K | -1,301 | ↓ DEC |
Federation des caisses Desjardins du QuebecCIK 0002022297 | 8,927 | $91.14K | – | no_change |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 6,654 | $68.00K | +12 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 5,962 | $60.94K | +479 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,000 | $10.22K | – | no_change |
US BANCORP \DE\CIK 0000036104 | 983 | $10.05K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 852 | $8.71K | -2,489 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↑ INC | +384,585 | $26.52M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +34,478 | $2.96M |
Bulldog Investors, LLP↑ INC | +30,817 | $5.44M |
Altium Capital Management LLCNEW | +24,920 | $254.68K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +8,275 | $1.11M |
Uncommon Cents Investing LLC↑ INC | +2,977 | $3.77M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +2,746 | $1.70K |
GUGGENHEIM CAPITAL LLC↑ INC | +2,371 | $334.83K |
MORGAN STANLEY↑ INC | +479 | $60.94K |
Arnhold LLC↑ INC | +354 | $337.23K |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLC↓ DEC | -187,213 | $10.90M |
Allspring Global Investments Holdings, LLC↓ DEC | -122,303 | $20.64M |
LAZARD ASSET MANAGEMENT LLC↓ DEC | -10,112 | $23.88M |
Shaker Financial Services, LLC↓ DEC | -3,311 | $1.20M |
OSAIC HOLDINGS, INC.↓ DEC | -2,489 | $8.71K |
Karpus Management, Inc.↓ DEC | -1,817 | $3.75M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -1,301 | $155.22K |
ROYAL BANK OF CANADA↓ DEC | -580 | $846.00K |
UBS Group AG↓ DEC | -461 | $4.00K |
EVOLVE PRIVATE WEALTH, LLC↓ DEC | -338 | $265.05K |