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 |
|---|---|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 949,628 | $19.54M | +303,762 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 755,897 | $15.56M | -233,027 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 609,359 | $12.54M | -163,295 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 395,688 | $8.14M | +221,988 | ↑ INC |
UBS Group AGCIK 0001610520 | 162,290 | $3.34M | +5,684 | ↑ INC |
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824 | 134,180 | $2.76M | +12,901 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 97,735 | $2.01M | -83,506 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 90,022 | $1.85M | -4,650 | ↓ DEC |
Verition Fund Management LLCCIK 0001454027 | 88,888 | $1.83M | +8,245 | ↑ INC |
Altium Capital Management LLCCIK 0001746382 | 79,031 | $1.63M | +49,821 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 74,631 | $1.54M | -19,999 | ↓ DEC |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOCIK 0001007280 | 73,672 | $1.52M | -125,835 | ↓ DEC |
STRS OHIOCIK 0000820478 | 54,716 | $1.13M | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 35,708 | $735.00K | +1,520 | ↑ INC |
Equitable Holdings, Inc.CIK 0001333986 | 24,684 | $508.00K | +24,684 | NEW |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 20,669 | $416.07K | -1,588 | ↓ DEC |
GP Brinson Investments LLCCIK 0001860928 | 18,000 | $370.44K | – | no_change |
Calamos Advisors LLCCIK 0001316507 | 16,208 | $333.56K | +1,930 | ↑ INC |
Financial Solutions Advisory Group, Inc.CIK 0002135269 | 15,788 | $324.92K | +15,788 | NEW |
Samalin Investment Counsel, LLCCIK 0001544366 | 14,078 | $289.73K | +1,055 | ↑ INC |
GOULD ASSET MANAGEMENT LLC /CA/CIK 0001091961 | 13,624 | $280.38K | +2,770 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 13,622 | $280.34K | +5,222 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 12,667 | $260.69K | -31 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 12,310 | $253.34K | +12,310 | NEW |
1607 Capital Partners, LLCCIK 0001436866 | 11,706 | $240.91K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +303,762 | $19.54M |
Karpus Management, Inc.↑ INC | +221,988 | $8.14M |
Altium Capital Management LLC↑ INC | +49,821 | $1.63M |
Equitable Holdings, Inc.NEW | +24,684 | $508.00K |
Financial Solutions Advisory Group, Inc.NEW | +15,788 | $324.92K |
EVERGREEN CAPITAL MANAGEMENT LLC↑ INC | +12,901 | $2.76M |
LPL Financial LLCNEW | +12,310 | $253.34K |
Verition Fund Management LLC↑ INC | +8,245 | $1.83M |
UBS Group AG↑ INC | +5,684 | $3.34M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +5,222 | $280.34K |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -233,027 | $15.56M |
LAZARD ASSET MANAGEMENT LLC↓ DEC | -163,295 | $12.54M |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO↓ DEC | -125,835 | $1.52M |
MORGAN STANLEY↓ DEC | -83,506 | $2.01M |
STIFEL FINANCIAL CORP↓ DEC | -19,999 | $1.54M |
Allspring Global Investments Holdings, LLC↓ DEC | -4,650 | $1.85M |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -1,588 | $416.07K |
Steward Partners Investment Advisory, LLC↓ DEC | -1,000 | $7.20K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -987 | $3.09K |
OSAIC HOLDINGS, INC.↓ DEC | -213 | $59.64K |