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 |
|---|---|---|---|---|
Bulldog Investors, LLPCIK 0001504304 | 558,291 | $6.06M | +176,527 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 522,041 | $5.67M | +274,382 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 518,501 | $5.63M | +507,788 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 304,521 | $3.31M | +11,907 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 154,110 | $1.67M | +3,671 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 147,721 | $1.60M | -158,096 | ↓ DEC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 147,277 | $1.60M | -94 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 137,468 | $1.49M | +1,382 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 133,909 | $1.45M | +4,127 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 130,661 | $1.42M | +11,206 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 109,334 | $1.19M | +11,347 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 79,375 | $862.01K | +2,710 | ↑ INC |
Kovack Advisors, Inc.CIK 0001728321 | 60,600 | $665.34K | +7,364 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 46,309 | $503.00K | -104 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 42,883 | $465.71K | -1,100 | ↓ DEC |
&PARTNERSCIK 0000107136 | 40,499 | $456.11K | +24,267 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 38,463 | $417.71K | -5,924 | ↓ DEC |
SAX WEALTH ADVISORS, LLCCIK 0001846150 | 33,953 | $365.00K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 31,663 | $343.86K | +5,388 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 27,981 | $303.87K | -105,091 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 24,178 | $262.58K | -10,224 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 18,524 | $201.17K | -111 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 18,400 | $199.82K | – | no_change |
B. Riley Wealth Advisors, Inc.CIK 0001464811 | 16,152 | $170.89K | +283 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 13,376 | $154.09K | -20,403 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +507,788 | $5.63M |
Pathstone Holdings, LLC↑ INC | +274,382 | $5.67M |
Bulldog Investors, LLP↑ INC | +176,527 | $6.06M |
&PARTNERS↑ INC | +24,267 | $456.11K |
BANK OF AMERICA CORP /DE/↑ INC | +11,907 | $3.31M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +11,347 | $1.19M |
Invesco Ltd.↑ INC | +11,206 | $1.42M |
PNC FINANCIAL SERVICES GROUP, INC.NEW | +10,000 | $108.60K |
Kovack Advisors, Inc.↑ INC | +7,364 | $665.34K |
RAYMOND JAMES FINANCIAL INC↑ INC | +5,388 | $343.86K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -158,096 | $1.60M |
Shaker Financial Services, LLC↓ DEC | -105,091 | $303.87K |
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -20,403 | $154.09K |
UBS Group AG↓ DEC | -10,479 | $70.85K |
OSAIC HOLDINGS, INC.↓ DEC | -10,224 | $262.58K |
Kestra Advisory Services, LLC↓ DEC | -5,924 | $417.71K |
LPL Financial LLC↓ DEC | -1,100 | $465.71K |
HIGHLINE WEALTH PARTNERS LLC↓ DEC | -123 | $2.36K |
Cetera Investment Advisers↓ DEC | -111 | $201.17K |
ROYAL BANK OF CANADA↓ DEC | -104 | $503.00K |