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 |
|---|---|---|---|---|
Pathstone Holdings, LLCCIK 0002011612 | 2,035,040 | $20.66M | +294,889 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,341,746 | $13.62M | +184,931 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 1,006,539 | $10.22M | – | no_change |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 929,775 | $9.44M | -2,309 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 736,251 | $7.47M | -25,367 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 725,657 | $7.37M | -11,763 | ↓ DEC |
MACKAY SHIELDS LLCCIK 0000061227 | 623,277 | $6.33M | -610,301 | ↓ DEC |
UBS Group AGCIK 0001610520 | 473,408 | $4.81M | +26,937 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 462,461 | $4.55M | +44,724 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 425,260 | $4.34M | +181,327 | ↑ INC |
Professional Financial Management, Inc.CIK 0002130270 | 249,195 | $2.53M | +19,046 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 218,828 | $2.22M | -1,253 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 206,547 | $2.10M | +2,650 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 158,105 | $1.60M | -46 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 156,271 | $1.59M | -131,420 | ↓ DEC |
Worthington Financial Partners, LLCCIK 0002111427 | 143,830 | $1.46M | +1,032 | ↑ INC |
Matisse CapitalCIK 0001668256 | 135,900 | $1.38M | – | no_change |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 127,709 | $1.30M | +3,361 | ↑ INC |
WESCAP Management Group, Inc.CIK 0001667140 | 111,026 | $1.13M | +34,544 | ↑ INC |
Atala Financial IncCIK 0002053756 | 105,286 | $1.06M | +64 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 102,431 | $1.04M | +16,962 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 88,447 | $897.74K | +308 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 83,021 | $842.66K | +14,822 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 80,200 | $814.02K | -1,065 | ↓ DEC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 78,119 | $792.91K | +11,871 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +294,889 | $20.66M |
MORGAN STANLEY↑ INC | +184,931 | $13.62M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +181,327 | $4.34M |
Summit Trail Advisors, LLCNEW | +67,906 | $689.25K |
SIT INVESTMENT ASSOCIATES INC↑ INC | +64,446 | $1.15K |
Rareview Capital LLC↑ INC | +44,724 | $4.55M |
WESCAP Management Group, Inc.↑ INC | +34,544 | $1.13M |
VAN ECK ASSOCIATES CORP↑ INC | +32,965 | $2.84K |
UBS Group AG↑ INC | +26,937 | $4.81M |
Noble Wealth Management PBC↑ INC | +20,019 | $764.26K |
| Filer | Δ Shares | Value |
|---|---|---|
MACKAY SHIELDS LLC↓ DEC | -610,301 | $6.33M |
Fiera Capital Corp↓ DEC | -131,420 | $1.59M |
GUGGENHEIM CAPITAL LLC↓ DEC | -25,367 | $7.47M |
Ackerman Capital Advisors, LLC↓ DEC | -23,839 | $701.70K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -21,810 | $9.13K |
Advisors Asset Management, Inc.↓ DEC | -11,763 | $7.37M |
BANK OF MONTREAL /CAN/↓ DEC | -10,558 | $115.85K |
HighTower Advisors, LLC↓ DEC | -9,479 | $579.34K |
HUNTINGTON NATIONAL BANK↓ DEC | -4,658 | $23.64K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -2,309 | $9.44M |