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 |
|---|---|---|---|---|
Karpus Management, Inc.CIK 0001048703 | 20,033,393 | $225.98M | +11,542,843 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 12,505,825 | $141.07M | +8,333,674 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 5,294,709 | $59.72M | +4,358,029 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 3,911,221 | $44.12M | +2,881,080 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 2,692,857 | $30.38M | +1,736,132 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 2,066,476 | $24.22M | +1,786,591 | ↑ INC |
MACKAY SHIELDS LLCCIK 0000061227 | 1,982,355 | $22.36M | -183,915 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,868,644 | $21.08M | +701,845 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,807,154 | $20.38M | +1,104,859 | ↑ INC |
TORONTO DOMINION BANKCIK 0000947263 | 1,428,374 | $16.11M | +1,065,625 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,236,235 | $13.94M | +591,960 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,102,849 | $12.44M | +593,744 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 981,426 | $11.07M | +687,584 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 606,318 | $6.79M | +207,695 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 572,536 | $6.46M | +486,863 | ↑ INC |
Dakota Wealth ManagementCIK 0001631353 | 520,267 | $5.87M | +356,367 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 476,797 | $5.38M | +441,199 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 453,034 | $5.11M | +81,787 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 396,333 | $4.47M | +319,680 | ↑ INC |
UBS Group AGCIK 0001610520 | 382,902 | $4.32M | +345,456 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 382,553 | $4.32M | +204,412 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 381,241 | $4.30M | +163,577 | ↑ INC |
Atala Financial IncCIK 0002053756 | 358,833 | $4.09M | +298,725 | ↑ INC |
Westchester Capital Management, LLCCIK 0001512805 | 326,160 | $3.68M | +282,172 | ↑ INC |
Wakefield Asset Management LLLPCIK 0001600435 | 323,583 | $3.65M | +191,380 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +11,542,843 | $225.98M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +8,333,674 | $141.07M |
MORGAN STANLEY↑ INC | +4,358,029 | $59.72M |
Pathstone Holdings, LLC↑ INC | +2,881,080 | $44.12M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +1,786,591 | $24.22M |
Hennion & Walsh Asset Management, Inc.↑ INC | +1,736,132 | $30.38M |
BANK OF AMERICA CORP /DE/↑ INC | +1,104,859 | $20.38M |
TORONTO DOMINION BANK↑ INC | +1,065,625 | $16.11M |
VAN ECK ASSOCIATES CORP↑ INC | +864,565 | $14.64K |
SIT INVESTMENT ASSOCIATES INC↑ INC | +733,071 | $12.01K |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -396,236 | $10.00 |
MACKAY SHIELDS LLC↓ DEC | -183,915 | $22.36M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -86,426 | $46.20K |
Fiera Capital Corp↓ DEC | -82,758 | $3.64M |
ROTHSCHILD INVESTMENT LLC↓ DEC | -21,548 | $271.04K |
M&T BANK CORP↓ DEC | -8,893 | $192.90K |
Aviance Capital Partners, LLC↓ DEC | -7,482 | $225.85K |
MILLENNIUM MANAGEMENT LLC↓ DEC | -4,104 | $182.36K |
Geneos Wealth Management Inc.↓ DEC | -3,919 | $7.38K |
Sanctuary Advisors, LLC↓ DEC | -2,973 | $198.48K |