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 | 770,284 | $4.56M | -100,452 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 598,659 | $3.54M | -146,247 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 533,078 | $3.16M | -4,304 | ↓ DEC |
Matisse CapitalCIK 0001668256 | 240,785 | $1.43M | – | no_change |
Advisors Asset Management, Inc.CIK 0001297376 | 201,157 | $1.19M | +61,355 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 186,711 | $1.11M | +2,547 | ↑ INC |
Alpine Global Management, LLCCIK 0001581655 | 172,823 | $1.02M | -28,203 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 164,633 | $974.63K | +14,886 | ↑ INC |
Verition Fund Management LLCCIK 0001454027 | 144,245 | $853.93K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 129,967 | $769.41K | +23,348 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 78,631 | $465.50K | +15,095 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 71,423 | $422.82K | -708 | ↓ DEC |
RPO LLCCIK 0001885066 | 70,753 | $418.86K | – | no_change |
TrueMark Investments, LLCCIK 0001974457 | 65,090 | $385.33K | +3,312 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 61,478 | $363.95K | -570 | ↓ DEC |
North Ground CapitalCIK 0002055446 | 47,359 | $280.37K | -196,895 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 45,300 | $268.18K | +4,000 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 37,317 | $220.92K | -48,797 | ↓ DEC |
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230 | 31,839 | $188.49K | – | no_change |
Sanctuary Advisors, LLCCIK 0001777271 | 24,570 | $145.45K | – | no_change |
UBS Group AGCIK 0001610520 | 22,566 | $133.59K | +1,332 | ↑ INC |
DECISION INVESTMENTS, INCCIK 0002111652 | 21,000 | $124.32K | – | no_change |
Almitas Capital LLCCIK 0001596468 | 19,278 | $114.13K | -9 | ↓ DEC |
Lido Advisors, LLCCIK 0001650150 | 19,135 | $113.28K | – | no_change |
FIFTH THIRD BANCORPCIK 0000035527 | 19,000 | $112.48K | +19,000 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +247,839 | $1.61K |
Advisors Asset Management, Inc.↑ INC | +61,355 | $1.19M |
WELLS FARGO & COMPANY/MN↑ INC | +23,348 | $769.41K |
FIFTH THIRD BANCORPNEW | +19,000 | $112.48K |
OSAIC HOLDINGS, INC.↑ INC | +15,095 | $465.50K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +14,886 | $974.63K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +9,980 | $65.12K |
NWF Advisory Services Inc.↑ INC | +4,000 | $268.18K |
TrueMark Investments, LLC↑ INC | +3,312 | $385.33K |
MORGAN STANLEY↑ INC | +2,547 | $1.11M |
| Filer | Δ Shares | Value |
|---|---|---|
North Ground Capital↓ DEC | -196,895 | $280.37K |
ROYAL BANK OF CANADA↓ DEC | -146,247 | $3.54M |
Saba Capital Management, L.P.↓ DEC | -100,452 | $4.56M |
Shaker Financial Services, LLC↓ DEC | -48,797 | $220.92K |
Alpine Global Management, LLC↓ DEC | -28,203 | $1.02M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -4,304 | $3.16M |
EVOLVE PRIVATE WEALTH, LLC↓ DEC | -708 | $422.82K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -570 | $363.95K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -285 | $49.27K |
Almitas Capital LLC↓ DEC | -9 | $114.13K |