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 |
|---|---|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 7,899,355 | $86.73M | +5,459,910 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 7,461,889 | $81.93M | +3,099,212 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 4,696,687 | $50.55M | +3,268,284 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 2,616,894 | $28.73M | +1,933,082 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,116,069 | $23.23M | +558,917 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,715,834 | $18.84M | +1,180,482 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 1,632,324 | $18.41M | +1,064,012 | ↑ INC |
MACKAY SHIELDS LLCCIK 0000061227 | 1,594,019 | $17.50M | +1,236,182 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,263,227 | $13.87M | +332,544 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,114,424 | $12.24M | +272,180 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,081,520 | $11.88M | +789,963 | ↑ INC |
Cornerstone Advisory, LLCCIK 0001668189 | 942,983 | $10.35M | -106,426 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 877,337 | $9.63M | +765,994 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 525,658 | $5.77M | +525,658 | NEW |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 524,837 | $5.76M | +514,837 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 443,717 | $4.93M | +443,717 | NEW |
Rockefeller Capital Management L.P.CIK 0001739439 | 428,896 | $4.71M | +193,305 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 392,748 | $4.31M | +183,998 | ↑ INC |
BROWN BROTHERS HARRIMAN & COCIK 0000014661 | 351,158 | $3.86M | +351,158 | NEW |
Cetera Investment AdvisersCIK 0001666741 | 313,561 | $3.44M | +261,344 | ↑ INC |
Congress Park Capital LLCCIK 0001730945 | 285,192 | $3.13M | +285,192 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 283,571 | $3.11M | +185,910 | ↑ INC |
CURA WEALTH ADVISORS, LLCCIK 0002056729 | 270,000 | $2.96M | -1,000 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 244,583 | $2.69M | +116,035 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 242,261 | $2.66M | +242,261 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +5,459,910 | $86.73M |
Hennion & Walsh Asset Management, Inc.↑ INC | +3,268,284 | $50.55M |
MORGAN STANLEY↑ INC | +3,099,212 | $81.93M |
Karpus Management, Inc.↑ INC | +1,933,082 | $28.73M |
MACKAY SHIELDS LLC↑ INC | +1,236,182 | $17.50M |
BANK OF AMERICA CORP /DE/↑ INC | +1,180,482 | $18.84M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +1,064,012 | $18.41M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +1,063,299 | $12.20K |
RAYMOND JAMES FINANCIAL INC↑ INC | +789,963 | $11.88M |
LPL Financial LLC↑ INC | +765,994 | $9.63M |
| Filer | Δ Shares | Value |
|---|---|---|
Fiera Capital Corp↓ DEC | -187,405 | $2.50M |
Cornerstone Advisory, LLC↓ DEC | -106,426 | $10.35M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -86,970 | $96.00K |
JANE STREET GROUP, LLC↓ DEC | -68,783 | $557.00K |
Indiana Trust & Investment Management Co↓ DEC | -34,527 | $702.72K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -33,972 | $339.89K |
ROTHSCHILD INVESTMENT LLC↓ DEC | -20,272 | $24.18K |
JOURNEY STRATEGIC WEALTH LLC↓ DEC | -8,186 | $111.56K |
Creative Planning↓ DEC | -7,021 | $201.63K |
NOMURA HOLDINGS INC↓ DEC | -6,250 | $164.70K |