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 | 1,618,753 | $11.93M | -197,934 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 554,981 | $4.09M | +425,588 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 470,550 | $3.47M | -11,699 | ↓ DEC |
Bulldog Investors, LLPCIK 0001504304 | 441,260 | $3.25M | +16,352 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 249,953 | $1.84M | +51,004 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 126,594 | $933.01K | -23,547 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 117,375 | $865.05K | +1,875 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 113,950 | $839.81K | +700 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 99,482 | $733.19K | -7,881 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 92,810 | $684.01K | -84,564 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 48,633 | $358.42K | +1,010 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 29,755 | $219.29K | +29,755 | NEW |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 27,312 | $201.29K | +668 | ↑ INC |
DECISION INVESTMENTS, INCCIK 0002111652 | 23,658 | $174.36K | -300 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 18,814 | $138.66K | +5,000 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 16,744 | $123.40K | -1,605 | ↓ DEC |
XML Financial, LLCCIK 0001800465 | 15,551 | $114.61K | – | no_change |
UBS Group AGCIK 0001610520 | 11,468 | $84.52K | -3,680 | ↓ DEC |
Investment Management Trust, LLCCIK 0002131759 | 10,337 | $76.18K | +10,337 | NEW |
RETIREMITTEN FINANCIAL LLCCIK 0002127635 | 7,200 | $53.06K | +7,200 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 1,119 | $8.00K | +1,119 | NEW |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 736 | $5.42K | +336 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 661 | $4.87K | -4,339 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 612 | $4.51K | – | no_change |
EASTERN BANKCIK 0001126395 | 400 | $2.95K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↑ INC | +425,588 | $4.09M |
Shaker Financial Services, LLC↑ INC | +51,004 | $1.84M |
FIFTH THIRD BANCORPNEW | +29,755 | $219.29K |
Bulldog Investors, LLP↑ INC | +16,352 | $3.25M |
Investment Management Trust, LLCNEW | +10,337 | $76.18K |
RETIREMITTEN FINANCIAL LLCNEW | +7,200 | $53.06K |
Cetera Investment Advisers↑ INC | +5,000 | $138.66K |
Private Advisor Group, LLC↑ INC | +1,875 | $865.05K |
ROYAL BANK OF CANADANEW | +1,119 | $8.00K |
LPL Financial LLC↑ INC | +1,010 | $358.42K |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -197,934 | $11.93M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -84,564 | $684.01K |
OSAIC HOLDINGS, INC.↓ DEC | -23,547 | $933.01K |
MORGAN STANLEY↓ DEC | -11,699 | $3.47M |
WELLS FARGO & COMPANY/MN↓ DEC | -7,881 | $733.19K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -4,339 | $4.87K |
UBS Group AG↓ DEC | -3,680 | $84.52K |
Closed-End Fund Advisors, Inc.↓ DEC | -1,605 | $123.40K |
DECISION INVESTMENTS, INC↓ DEC | -300 | $174.36K |