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 | 6,284,601 | $92.32M | +515,236 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 4,095,456 | $60.16M | -1,498,302 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,529,548 | $37.16M | -123,055 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 869,024 | $12.77M | -133,504 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 759,148 | $11.15M | +53,185 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 509,109 | $7.48M | -49,833 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 411,549 | $6.05M | +80,361 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 344,840 | $5.07M | +3,072 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 321,227 | $4.72M | +62,890 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 316,133 | $4.64M | +254,480 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 287,529 | $4.22M | +121,425 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 274,603 | $4.03M | +274,603 | NEW |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 252,046 | $3.70M | +106,444 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 228,027 | $3.35M | -36,239 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 195,202 | $2.87M | +32,682 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 192,753 | $2.83M | +45,478 | ↑ INC |
Quarry LPCIK 0001965207 | 163,107 | $2.40M | +67,368 | ↑ INC |
CORRADO ADVISORS, LLCCIK 0001482611 | 156,485 | $2.30M | -17,793 | ↓ DEC |
Sovran Advisors, LLCCIK 0002051471 | 142,805 | $2.22M | +42,319 | ↑ INC |
ICON ADVISERS INC/COCIK 0001058470 | 147,000 | $2.16M | – | no_change |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 130,723 | $1.92M | +17,230 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 113,890 | $1.67M | +32,946 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 113,786 | $1.67M | +94,126 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 110,516 | $1.62M | – | no_change |
Pathstone Holdings, LLCCIK 0002011612 | 105,342 | $1.55M | -489,900 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +515,236 | $92.32M |
FIFTH THIRD BANCORPNEW | +274,603 | $4.03M |
Almitas Capital LLC↑ INC | +254,480 | $4.64M |
Steward Partners Investment Advisory, LLC↑ INC | +121,425 | $4.22M |
Allspring Global Investments Holdings, LLC↑ INC | +106,444 | $3.70M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +94,126 | $1.67M |
Penserra Capital Management LLC↑ INC | +86,507 | $8.29K |
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +80,361 | $6.05M |
Quarry LP↑ INC | +67,368 | $2.40M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +62,890 | $4.72M |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -1,498,302 | $60.16M |
Pathstone Holdings, LLC↓ DEC | -489,900 | $1.55M |
ROYAL BANK OF CANADA↓ DEC | -133,504 | $12.77M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -123,055 | $37.16M |
Stolper Co↓ DEC | -57,680 | $290.00 |
Logan Stone Capital, LLC↓ DEC | -50,284 | $288.72K |
Karpus Management, Inc.↓ DEC | -49,833 | $7.48M |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -39,821 | $576.51K |
Advisors Asset Management, Inc.↓ DEC | -36,239 | $3.35M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -35,807 | $427.00K |