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 | 5,147,237 | $29.39M | +473,221 | ↑ INC |
NEXPOINT ASSET MANAGEMENT, L.P.CIK 0001469877 | 4,128,895 | $23.58M | +455,848 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 3,920,979 | $22.39M | +129,043 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 2,715,661 | $15.51M | +258,376 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,544,393 | $14.53M | -278,543 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 2,147,339 | $12.26M | +46,544 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,408,806 | $8.04M | +41,052 | ↑ INC |
Geneos Wealth Management Inc.CIK 0001764754 | 672,800 | $3.84M | -255,673 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 631,212 | $3.60M | -36,389 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 622,706 | $3.56M | -13,761 | ↓ DEC |
Matisse CapitalCIK 0001668256 | 617,000 | $3.52M | – | no_change |
OPPENHEIMER & CO INCCIK 0000822581 | 460,222 | $2.63M | +10,432 | ↑ INC |
Camelot Portfolios, LLCCIK 0001569766 | 317,062 | $1.81M | -36,540 | ↓ DEC |
Altium Capital Management LLCCIK 0001746382 | 277,068 | $1.58M | +134,009 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 235,324 | $1.34M | +188 | ↑ INC |
CHOREO, LLCCIK 0001679031 | 217,962 | $1.24M | -12,668 | ↓ DEC |
Marex Group LtdCIK 0001997464 | 205,000 | $1.17M | -80,112 | ↓ DEC |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 181,396 | $1.04M | – | no_change |
Concorde Asset Management, LLCCIK 0001631773 | 166,190 | $948.95K | +26,730 | ↑ INC |
Arlington Capital Management, Inc.CIK 0001606507 | 154,306 | $881.09K | +3,101 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 142,243 | $812.21K | +142,243 | NEW |
IHT Wealth Management, LLCCIK 0001697490 | 140,579 | $802.71K | -7,074 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 139,203 | $794.85K | +12,302 | ↑ INC |
Aristides Capital LLCCIK 0001595521 | 138,096 | $788.53K | +4,600 | ↑ INC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 122,317 | $698.43K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↑ INC | +473,221 | $29.39M |
NEXPOINT ASSET MANAGEMENT, L.P.↑ INC | +455,848 | $23.58M |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +258,376 | $15.51M |
HARBOUR INVESTMENTS, INC.NEW | +142,243 | $812.21K |
Altium Capital Management LLC↑ INC | +134,009 | $1.58M |
RAYMOND JAMES FINANCIAL INC↑ INC | +129,043 | $22.39M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +46,544 | $12.26M |
Invesco Ltd.↑ INC | +41,052 | $8.04M |
Calamos Advisors LLC↑ INC | +32,079 | $427.42K |
Concorde Asset Management, LLC↑ INC | +26,730 | $948.95K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -278,543 | $14.53M |
Geneos Wealth Management Inc.↓ DEC | -255,673 | $3.84M |
North Ground Capital↓ DEC | -170,620 | $126.08K |
JANE STREET GROUP, LLC↓ DEC | -84,932 | $185.69K |
Marex Group Ltd↓ DEC | -80,112 | $1.17M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -40,266 | $212.75K |
Camelot Portfolios, LLC↓ DEC | -36,540 | $1.81M |
ROYAL BANK OF CANADA↓ DEC | -36,389 | $3.60M |
XTX Topco Ltd↓ DEC | -17,866 | $114.13K |
LPL Financial LLC↓ DEC | -13,761 | $3.56M |