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 | 2,118,201 | $19.17M | – | no_change |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 346,026 | $3.13M | +3,800 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 308,899 | $2.80M | +16,227 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 278,227 | $2.52M | -13,333 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 210,751 | $1.91M | +11,133 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 178,582 | $1.62M | -205 | ↓ DEC |
Aviance Capital Partners, LLCCIK 0001542383 | 171,325 | $1.55M | +3,482 | ↑ INC |
STEPHENS INC /AR/CIK 0000757657 | 120,692 | $1.09M | -346 | ↓ DEC |
&PARTNERSCIK 0000107136 | 104,536 | $946.05K | -14,178 | ↓ DEC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 99,441 | $899.94K | – | no_change |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 61,590 | $557.39K | +11,088 | ↑ INC |
UBS Group AGCIK 0001610520 | 57,189 | $517.56K | -294 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 34,119 | $308.77K | +2,113 | ↑ INC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 32,615 | $295.17K | +15 | ↑ INC |
Alessandra Capital Management, LLCCIK 0002132506 | 29,687 | $268.67K | +29,687 | NEW |
Waverly Advisors, LLCCIK 0001568787 | 27,775 | $251.37K | -973 | ↓ DEC |
Creative PlanningCIK 0001540235 | 27,145 | $245.66K | +238 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 22,692 | $207.40K | -21,056 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 20,713 | $187.45K | -23,520 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 19,888 | $179.98K | +4,000 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 18,567 | $168.03K | +6,527 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 16,541 | $149.00K | -49,402 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 14,561 | $131.78K | -3,934 | ↓ DEC |
Quarry LPCIK 0001965207 | 12,863 | $116.41K | -14,606 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 12,237 | $110.74K | -1,857 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +167,212 | $10.85K |
Alessandra Capital Management, LLCNEW | +29,687 | $268.67K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +16,227 | $2.80M |
MORGAN STANLEY↑ INC | +11,133 | $1.91M |
UHLMANN PRICE SECURITIES, LLC↑ INC | +11,088 | $557.39K |
GABELLI & Co INVESTMENT ADVISERS, INC.NEW | +10,000 | $90.50K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +6,527 | $168.03K |
Private Advisor Group, LLC↑ INC | +4,000 | $179.98K |
GAMCO INVESTORS, INC. ET AL↑ INC | +3,800 | $3.13M |
Aviance Capital Partners, LLC↑ INC | +3,482 | $1.55M |
| Filer | Δ Shares | Value |
|---|---|---|
ROYAL BANK OF CANADA↓ DEC | -49,402 | $149.00K |
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -23,520 | $187.45K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -23,479 | $2.92K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -21,056 | $207.40K |
Quarry LP↓ DEC | -14,606 | $116.41K |
&PARTNERS↓ DEC | -14,178 | $946.05K |
LPL Financial LLC↓ DEC | -13,333 | $2.52M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -3,934 | $131.78K |
OSAIC HOLDINGS, INC.↓ DEC | -1,857 | $110.74K |
Janney Montgomery Scott LLC↓ DEC | -1,272 | $259.00 |