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 | 6,618,052 | $56.39M | +518,764 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 5,899,602 | $50.26M | +4,879,232 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 4,552,900 | $38.79M | +755,672 | ↑ INC |
Yakira Capital Management, Inc.CIK 0001584639 | 3,560,988 | $30.34M | +2,663,695 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 2,493,657 | $21.25M | +860,691 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 2,248,793 | $19.16M | +2,210,509 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,333,447 | $11.36M | -30,192 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 1,191,864 | $10.15M | +1,191,864 | NEW |
OAK HILL ADVISORS LPCIK 0001164688 | 1,070,395 | $9.12M | +178,397 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,023,575 | $8.72M | +113,870 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 959,669 | $8.18M | +36,232 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 883,975 | $7.53M | -13,973 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 854,832 | $7.28M | +324,525 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 789,976 | $6.73M | +789,976 | NEW |
Quarry LPCIK 0001965207 | 464,426 | $3.96M | +464,326 | ↑ INC |
LAKE STREET PRIVATE WEALTH, LLCCIK 0001772031 | 419,475 | $3.57M | +20,400 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 307,199 | $3.00M | +307,199 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 323,974 | $2.76M | +18,063 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 315,103 | $2.68M | -6,034 | ↓ DEC |
Onyx Bridge Wealth Group LLCCIK 0001819476 | 300,920 | $2.56M | +179,670 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 295,123 | $2.51M | -11,086 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 281,032 | $2.39M | -323 | ↓ DEC |
UBS Group AGCIK 0001610520 | 272,615 | $2.32M | -81,338 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 248,104 | $2.11M | -32,204 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 227,377 | $1.94M | +80,800 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +4,879,232 | $50.26M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +4,877,185 | $44.54K |
Yakira Capital Management, Inc.↑ INC | +2,663,695 | $30.34M |
BALYASNY ASSET MANAGEMENT L.P.↑ INC | +2,210,509 | $19.16M |
ABSOLUTE INVESTMENT ADVISERS, LLCNEW | +1,191,864 | $10.15M |
Invesco Ltd.↑ INC | +860,691 | $21.25M |
1607 Capital Partners, LLCNEW | +789,976 | $6.73M |
McGowan Group Asset Management, Inc.↑ INC | +755,672 | $38.79M |
COHEN & STEERS, INC.↑ INC | +544,810 | $8.10K |
MORGAN STANLEY↑ INC | +518,764 | $56.39M |
| Filer | Δ Shares | Value |
|---|---|---|
Bramshill Investments, LLC↓ DEC | -2,059,338 | $1.27M |
JANE STREET GROUP, LLC↓ DEC | -236,352 | $1.15M |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -208,965 | $854.54K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -125,997 | $1.09M |
UBS Group AG↓ DEC | -81,338 | $2.32M |
Ares Financial Consulting, LLC↓ DEC | -61,970 | $48.00 |
HUB Investment Partners, LLC↓ DEC | -59,480 | $878.91K |
OSAIC HOLDINGS, INC.↓ DEC | -32,204 | $2.11M |
LPL Financial LLC↓ DEC | -30,192 | $11.36M |
Steward Partners Investment Advisory, LLC↓ DEC | -29,755 | $283.86K |