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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 1,571,014 | $25.56M | +406,188 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 947,346 | $15.41M | -1,169,828 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 661,312 | $10.76M | +64,257 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 478,802 | $7.79M | +29,956 | ↑ INC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 382,717 | $6.23M | +19,336 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 362,535 | $5.90M | +132,098 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 198,730 | $3.23M | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 191,761 | $3.11M | +1,113 | ↑ INC |
Formidable Asset Management, LLCCIK 0001592613 | 158,385 | $2.66M | +33,940 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 160,418 | $2.61M | -7,916 | ↓ DEC |
180 WEALTH ADVISORS, LLCCIK 0001730817 | 149,558 | $2.43M | -4,767 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 121,240 | $1.97M | +17,152 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 115,585 | $1.88M | +9,145 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 104,063 | $1.69M | -11,007 | ↓ DEC |
World Investment AdvisorsCIK 0001652594 | 91,016 | $1.48M | -8,504 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 87,896 | $1.43M | +10,826 | ↑ INC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 77,857 | $1.27M | +1,719 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 76,980 | $1.25M | +12,753 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 74,217 | $1.21M | -41,202 | ↓ DEC |
Z3 Capital Partners, LLCCIK 0002127787 | 67,349 | $1.10M | +500 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 57,337 | $932.87K | +8,567 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 54,313 | $883.67K | +7,127 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 53,045 | $863.04K | +11,978 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 40,441 | $657.98K | +24,074 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 40,306 | $655.78K | -1,360 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +406,188 | $25.56M |
Allspring Global Investments Holdings, LLC↑ INC | +132,098 | $5.90M |
RAYMOND JAMES FINANCIAL INC↑ INC | +64,257 | $10.76M |
Formidable Asset Management, LLC↑ INC | +33,940 | $2.66M |
LPL Financial LLC↑ INC | +29,956 | $7.79M |
Invesco Ltd.↑ INC | +24,074 | $657.98K |
FLAGSHIP HARBOR ADVISORS, LLC↑ INC | +19,336 | $6.23M |
ROYAL BANK OF CANADA↑ INC | +17,152 | $1.97M |
Private Advisor Group, LLC↑ INC | +12,753 | $1.25M |
GUGGENHEIM CAPITAL LLC↑ INC | +11,978 | $863.04K |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -1,169,828 | $15.41M |
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -156,623 | $581.73K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -105,861 | $180.21K |
Penserra Capital Management LLC↓ DEC | -68,238 | $13.13K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -59,787 | $607.44K |
Quarry LP↓ DEC | -57,327 | $229.93K |
Shaker Financial Services, LLC↓ DEC | -41,202 | $1.21M |
1607 Capital Partners, LLC↓ DEC | -11,007 | $1.69M |
WNY Asset Management, LLC↓ DEC | -10,994 | $239.34K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -10,209 | $18.27K |