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 | 5,676,653 | $59.66M | +5,300,945 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 5,254,333 | $55.22M | +3,502,884 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 4,236,771 | $44.53M | +1,197,554 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,250,388 | $23.65M | +814,952 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 1,619,778 | $17.49M | +1,095,393 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,597,837 | $16.79M | +723,362 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,173,240 | $12.33M | +516,460 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 1,081,095 | $11.36M | +83,566 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 981,253 | $10.31M | +468,327 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 895,285 | $9.41M | +879,585 | ↑ INC |
UBS Group AGCIK 0001610520 | 858,796 | $9.03M | +221,143 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 621,378 | $6.53M | +226,205 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 537,780 | $5.65M | +402,688 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 537,247 | $5.65M | +374,229 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 527,505 | $5.54M | +136,462 | ↑ INC |
MACKAY SHIELDS LLCCIK 0000061227 | 526,256 | $5.53M | +438,023 | ↑ INC |
Allianz Asset Management GmbHCIK 0001535323 | 490,934 | $5.16M | – | no_change |
Rareview Capital LLCCIK 0002044533 | 461,043 | $4.84M | +83,565 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 449,596 | $4.73M | +200,303 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 419,230 | $4.41M | +182,880 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 401,136 | $4.22M | +176,878 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 349,623 | $3.67M | +129,414 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 340,602 | $3.58M | +164,266 | ↑ INC |
Leo Wealth, LLCCIK 0001912202 | 274,876 | $2.89M | +274,876 | NEW |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 271,256 | $2.85M | +79,272 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +5,300,945 | $59.66M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +3,502,884 | $55.22M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +2,495,608 | $28.38K |
MORGAN STANLEY↑ INC | +1,197,554 | $44.53M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +1,095,393 | $17.49M |
Pathstone Holdings, LLC↑ INC | +879,585 | $9.41M |
GUGGENHEIM CAPITAL LLC↑ INC | +814,952 | $23.65M |
RAYMOND JAMES FINANCIAL INC↑ INC | +723,362 | $16.79M |
BANK OF AMERICA CORP /DE/↑ INC | +516,460 | $12.33M |
Advisors Asset Management, Inc.↑ INC | +468,327 | $10.31M |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLC↓ DEC | -469,137 | $2.20M |
Penserra Capital Management LLC↓ DEC | -316,557 | $10.00 |
Fiera Capital Corp↓ DEC | -190,618 | $2.49M |
EASTERN BANK↓ DEC | -102,911 | $297.64K |
JANE STREET GROUP, LLC↓ DEC | -45,314 | $562.75K |
Virtu Financial LLC↓ DEC | -26,839 | $152.00 |
Ashton Thomas Private Wealth, LLC↓ DEC | -18,779 | $204.94K |
BOKF, NA↓ DEC | -11,096 | $65.20K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -10,928 | $28.92K |
CITADEL ADVISORS LLC↓ DEC | -7,809 | $109.25K |