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 | 4,397,523 | $45.21M | +305,070 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,938,808 | $19.93M | -790,746 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,683,545 | $17.31M | +137,234 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 1,330,555 | $13.68M | -59,676 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,158,855 | $11.91M | +97,932 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,036,528 | $10.66M | +196,841 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 687,348 | $7.07M | +94,735 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 668,431 | $6.82M | +76,331 | ↑ INC |
Allianz Asset Management GmbHCIK 0001535323 | 544,800 | $5.60M | – | no_change |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 496,822 | $5.11M | -6,535 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 490,950 | $5.05M | +36,055 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 333,471 | $3.43M | -43,317 | ↓ DEC |
Rareview Capital LLCCIK 0002044533 | 344,641 | $3.41M | +25,829 | ↑ INC |
Leo Wealth, LLCCIK 0001912202 | 299,771 | $3.08M | +52,556 | ↑ INC |
Westview Management dba Westview Investment AdvisorsCIK 0002073768 | 296,657 | $3.05M | -452 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 235,010 | $2.42M | -12,849 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 223,373 | $2.30M | +1,380 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 185,111 | $1.90M | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 166,676 | $1.71M | +8,230 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 156,264 | $1.61M | -296,409 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 145,654 | $1.50M | +1,360 | ↑ INC |
UBS Group AGCIK 0001610520 | 141,152 | $1.45M | -3,882 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 126,993 | $1.31M | +6,707 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 124,562 | $1.28M | +3,181 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 114,522 | $1.18M | +1,327 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +305,070 | $45.21M |
GUGGENHEIM CAPITAL LLC↑ INC | +196,841 | $10.66M |
BANK OF AMERICA CORP /DE/↑ INC | +137,234 | $17.31M |
RAYMOND JAMES FINANCIAL INC↑ INC | +97,932 | $11.91M |
Advisors Asset Management, Inc.↑ INC | +94,735 | $7.07M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +76,331 | $6.82M |
Summit Trail Advisors, LLC↑ INC | +57,491 | $698.68K |
VAN ECK ASSOCIATES CORP↑ INC | +54,972 | $4.68K |
Leo Wealth, LLC↑ INC | +52,556 | $3.08M |
WELLS FARGO & COMPANY/MN↑ INC | +36,055 | $5.05M |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -790,746 | $19.93M |
Fiera Capital Corp↓ DEC | -296,409 | $1.61M |
1607 Capital Partners, LLC↓ DEC | -59,676 | $13.68M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -43,317 | $3.43M |
JANE STREET GROUP, LLC↓ DEC | -21,085 | $180.88K |
Traub Capital Management LLC↓ DEC | -19,513 | $579.20K |
Indiana Trust & Investment Management Co↓ DEC | -17,913 | $514.00K |
Janney Montgomery Scott LLC↓ DEC | -16,526 | $437.00 |
VERUS CAPITAL PARTNERS, LLC↓ DEC | -15,000 | $154.20K |
Invesco Ltd.↓ DEC | -12,849 | $2.42M |