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 | 8,159,423 | $78.33M | +5,703,576 | ↑ INC |
MACKAY SHIELDS LLCCIK 0000061227 | 2,349,687 | $22.56M | +1,175,516 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,722,732 | $16.54M | +1,385,904 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,645,711 | $15.80M | +938,369 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,607,492 | $15.43M | +877,697 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,238,577 | $11.89M | +557,751 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,129,499 | $10.84M | +594,687 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 953,650 | $9.52M | +835,630 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 940,056 | $9.02M | +401,640 | ↑ INC |
UBS Group AGCIK 0001610520 | 616,237 | $5.92M | +108,916 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 350,425 | $3.36M | +292,427 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 339,176 | $3.26M | +182,184 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 293,551 | $2.82M | +5,373 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 291,732 | $2.82M | +120,743 | ↑ INC |
WHITEBOX ADVISORS LLCCIK 0001257391 | 273,687 | $2.63M | +273,687 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 233,743 | $2.24M | +152,703 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 229,241 | $2.20M | +187,788 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 225,558 | $2.17M | +112,808 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 221,258 | $2.12M | +201,258 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 212,694 | $2.04M | +114,065 | ↑ INC |
Focused Wealth Management, IncCIK 0001586052 | 185,104 | $1.78M | +176,554 | ↑ INC |
Summit Trail Advisors, LLCCIK 0001698478 | 135,709 | $1.30M | +120,502 | ↑ INC |
WNY Asset Management, LLCCIK 0001803296 | 130,090 | $1.25M | +49,129 | ↑ INC |
Breakwater Capital GroupCIK 0001964309 | 126,183 | $1.21M | +16,142 | ↑ INC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 120,893 | $1.16M | +39,893 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +5,703,576 | $78.33M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +1,385,904 | $16.54M |
MACKAY SHIELDS LLC↑ INC | +1,175,516 | $22.56M |
BANK OF AMERICA CORP /DE/↑ INC | +938,369 | $15.80M |
GUGGENHEIM CAPITAL LLC↑ INC | +877,697 | $15.43M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +835,630 | $9.52M |
MORGAN STANLEY↑ INC | +594,687 | $10.84M |
Allspring Global Investments Holdings, LLC↑ INC | +557,751 | $11.89M |
Hennion & Walsh Asset Management, Inc.↑ INC | +401,640 | $9.02M |
Cetera Investment Advisers↑ INC | +292,427 | $3.36M |
| Filer | Δ Shares | Value |
|---|---|---|
TrueMark Investments, LLC↓ DEC | -933 | $399.29K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -419 | $6.20K |