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 |
|---|---|---|---|---|
Allspring Global Investments Holdings, LLCCIK 0001890906 | 5,075,569 | $55.32M | -420,293 | ↓ DEC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 3,720,009 | $40.55M | +240,995 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 3,584,600 | $39.07M | -406,075 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 3,500,613 | $38.16M | +29,748 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 1,601,806 | $17.46M | -30,724 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 535,823 | $5.84M | +241,248 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 443,293 | $4.83M | -125,920 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 436,454 | $4.76M | -129,961 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 402,956 | $4.39M | -33,029 | ↓ DEC |
Verition Fund Management LLCCIK 0001454027 | 255,445 | $2.78M | +255,445 | NEW |
Pekin Hardy Strauss, Inc.CIK 0001020317 | 234,569 | $2.56M | +28,649 | ↑ INC |
Mraz, Amerine & Associates, Inc.CIK 0001542324 | 195,453 | $2.13M | +20,743 | ↑ INC |
Altium Capital Management LLCCIK 0001746382 | 150,412 | $1.64M | +110,637 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 119,168 | $1.30M | +61,289 | ↑ INC |
Barry Investment Advisors, LLCCIK 0001631639 | 115,517 | $1.26M | +397 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 111,255 | $1.21M | -11,034 | ↓ DEC |
RAFFLES ASSOCIATES LPCIK 0001169581 | 110,967 | $1.21M | -28,495 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 106,211 | $1.16M | -751 | ↓ DEC |
Bulldog Investors, LLPCIK 0001504304 | 104,181 | $1.14M | -113,260 | ↓ DEC |
Hara Capital LLCCIK 0002010015 | 99,964 | $1.09M | -13,050 | ↓ DEC |
CIBC WORLD MARKET INC.CIK 0001421224 | 94,348 | $1.03M | +13,950 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 90,079 | $981.86K | -3,602 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 90,057 | $981.62K | +4,987 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 63,423 | $691.31K | -505 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 57,744 | $629.41K | -146 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Verition Fund Management LLCNEW | +255,445 | $2.78M |
MORGAN STANLEY↑ INC | +241,248 | $5.84M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +240,995 | $40.55M |
Altium Capital Management LLC↑ INC | +110,637 | $1.64M |
LPL Financial LLC↑ INC | +61,289 | $1.30M |
Corient Private Wealth LLCNEW | +41,753 | $455.11K |
Quantinno Capital Management LPNEW | +35,286 | $384.62K |
LAZARD ASSET MANAGEMENT LLC↑ INC | +29,748 | $38.16M |
Pekin Hardy Strauss, Inc.↑ INC | +28,649 | $2.56M |
Mraz, Amerine & Associates, Inc.↑ INC | +20,743 | $2.13M |
| Filer | Δ Shares | Value |
|---|---|---|
Allspring Global Investments Holdings, LLC↓ DEC | -420,293 | $55.32M |
1607 Capital Partners, LLC↓ DEC | -406,075 | $39.07M |
Karpus Management, Inc.↓ DEC | -129,961 | $4.76M |
BANK OF AMERICA CORP /DE/↓ DEC | -125,920 | $4.83M |
Bulldog Investors, LLP↓ DEC | -113,260 | $1.14M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -67,907 | $112.50K |
Almitas Capital LLC↓ DEC | -33,029 | $4.39M |
Saba Capital Management, L.P.↓ DEC | -30,724 | $17.46M |
RAFFLES ASSOCIATES LP↓ DEC | -28,495 | $1.21M |
Independent Advisor Alliance↓ DEC | -19,350 | $215.82K |