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 |
|---|---|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,227,734 | $9.24M | -100,666 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,048,311 | $7.89M | -454,493 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 932,703 | $7.02M | -72,407 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 658,661 | $4.96M | +260,481 | ↑ INC |
Verition Fund Management LLCCIK 0001454027 | 438,827 | $3.30M | -44,643 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 334,881 | $2.52M | +12,806 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 330,954 | $2.49M | +7,972 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 322,529 | $2.43M | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 317,422 | $2.39M | +3,163 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 207,780 | $1.56M | +16,487 | ↑ INC |
TrueMark Investments, LLCCIK 0001974457 | 202,986 | $1.53M | +6,233 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 171,906 | $1.29M | +44,450 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 140,710 | $1.06M | +110,850 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 94,289 | $710.00K | +74,533 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 88,428 | $665.86K | +88,428 | NEW |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 85,529 | $644.03K | +21,193 | ↑ INC |
RPO LLCCIK 0001885066 | 81,823 | $616.13K | -10,504 | ↓ DEC |
Matisse CapitalCIK 0001668256 | 66,015 | $497.09K | -7,468 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 63,745 | $480.00K | +24,916 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 63,594 | $478.87K | -9,928 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 54,329 | $409.10K | +54,329 | NEW |
Shaker Financial Services, LLCCIK 0001511794 | 47,979 | $361.28K | -36,162 | ↓ DEC |
SeaCrest Wealth Management, LLCCIK 0001728121 | 46,496 | $350.12K | -2,742 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 37,710 | $283.96K | -27,662 | ↓ DEC |
Jaffetilchin Investment Partners, LLCCIK 0001404652 | 36,481 | $274.70K | +458 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +409,866 | $15.85K |
Pathstone Holdings, LLC↑ INC | +260,481 | $4.96M |
Advisors Asset Management, Inc.↑ INC | +110,850 | $1.06M |
Karpus Management, Inc.NEW | +88,428 | $665.86K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +74,533 | $710.00K |
Cetera Investment AdvisersNEW | +54,329 | $409.10K |
Bulldog Investors, LLP↑ INC | +44,450 | $1.29M |
OSAIC HOLDINGS, INC.↑ INC | +24,916 | $480.00K |
GUGGENHEIM CAPITAL LLC↑ INC | +21,193 | $644.03K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +16,487 | $1.56M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -454,493 | $7.89M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -100,666 | $9.24M |
Saba Capital Management, L.P.↓ DEC | -72,407 | $7.02M |
Verition Fund Management LLC↓ DEC | -44,643 | $3.30M |
North Ground Capital↓ DEC | -36,465 | $267.72K |
Shaker Financial Services, LLC↓ DEC | -36,162 | $361.28K |
Invesco Ltd.↓ DEC | -27,662 | $283.96K |
Alpine Global Management, LLC↓ DEC | -24,508 | $114.37K |
RPO LLC↓ DEC | -10,504 | $616.13K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -10,265 | $52.59K |