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 | 6,076,820 | $38.22M | – | no_change |
Pathstone Holdings, LLCCIK 0002011612 | 3,743,950 | $23.55M | -42,067 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,985,192 | $12.49M | -209,923 | ↓ DEC |
Bulldog Investors, LLPCIK 0001504304 | 1,576,371 | $9.92M | +95,859 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,294,233 | $8.14M | -251,461 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,142,845 | $7.19M | +156,638 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,002,643 | $6.31M | +46,596 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 877,072 | $5.54M | +30,156 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 798,274 | $5.02M | +404,594 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 527,746 | $3.32M | +40,450 | ↑ INC |
Altium Capital Management LLCCIK 0001746382 | 438,676 | $2.76M | +176,624 | ↑ INC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 379,865 | $2.39M | – | no_change |
Capital Investment Advisors, LLCCIK 0001582732 | 379,299 | $2.39M | -9,824 | ↓ DEC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 358,313 | $2.25M | +36,496 | ↑ INC |
Gridiron Partners, LLCCIK 0001910867 | 340,762 | $2.14M | -69,012 | ↓ DEC |
WHITEBOX ADVISORS LLCCIK 0001257391 | 305,421 | $1.92M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 279,389 | $1.76M | -286,080 | ↓ DEC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 270,829 | $1.70M | – | no_change |
Invesco Ltd.CIK 0000914208 | 248,561 | $1.56M | +60,216 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 225,896 | $1.42M | +1,606 | ↑ INC |
Professional Financial Management, Inc.CIK 0002130270 | 219,485 | $1.38M | -137,245 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 206,145 | $1.30M | – | no_change |
Almitas Capital LLCCIK 0001596468 | 197,096 | $1.24M | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 196,252 | $1.23M | +555 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 170,221 | $1.07M | +170,221 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +814,749 | $12.07K |
Hennion & Walsh Asset Management, Inc.↑ INC | +404,594 | $5.02M |
Altium Capital Management LLC↑ INC | +176,624 | $2.76M |
Fiera Capital CorpNEW | +170,221 | $1.07M |
Advisors Asset Management, Inc.↑ INC | +156,638 | $7.19M |
Bulldog Investors, LLP↑ INC | +95,859 | $9.92M |
Summit Trail Advisors, LLCNEW | +83,059 | $522.44K |
VAN ECK ASSOCIATES CORP↑ INC | +68,282 | $3.65K |
Invesco Ltd.↑ INC | +60,216 | $1.56M |
WELLS FARGO & COMPANY/MN↑ INC | +46,596 | $6.31M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -286,080 | $1.76M |
TORONTO DOMINION BANK↓ DEC | -272,801 | $765.05K |
GUGGENHEIM CAPITAL LLC↓ DEC | -251,461 | $8.14M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -209,923 | $12.49M |
Professional Financial Management, Inc.↓ DEC | -137,245 | $1.38M |
Curi Capital, LLC↓ DEC | -107,000 | $113.22K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -85,780 | $68.76K |
Gridiron Partners, LLC↓ DEC | -69,012 | $2.14M |
Ackerman Capital Advisors, LLC↓ DEC | -43,577 | $712.91K |
BANK OF AMERICA CORP /DE/↓ DEC | -43,075 | $1.02M |