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 |
|---|---|---|---|---|
Saba Capital Management, L.P.CIK 0001510281 | 7,548,223 | $97.15M | -147,012 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 7,505,303 | $96.59M | +1,239,483 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 3,069,100 | $39.50M | -6,744 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 2,165,188 | $27.87M | -13,918 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,192,864 | $15.35M | +26,681 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 1,169,731 | $15.05M | +1,605 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 1,036,638 | $13.34M | +70,684 | ↑ INC |
UBS Group AGCIK 0001610520 | 928,770 | $11.95M | +573 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 882,771 | $11.36M | -16,862 | ↓ DEC |
Z3 Capital Partners, LLCCIK 0002127787 | 704,014 | $9.06M | +31,975 | ↑ INC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 488,681 | $6.29M | +10,933 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 486,809 | $6.26M | -11,443 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 391,481 | $5.04M | +30,840 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 353,356 | $4.55M | +114,031 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 265,483 | $3.50M | -146,583 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 230,879 | $2.97M | +25,590 | ↑ INC |
Altium Capital Management LLCCIK 0001746382 | 204,562 | $2.63M | +34,689 | ↑ INC |
Quantedge Capital Pte LtdCIK 0001561418 | 193,662 | $2.49M | +86,700 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 171,475 | $2.21M | +69,984 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 170,316 | $2.19M | +20,726 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 163,246 | $2.10M | -11,106 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 144,383 | $1.86M | -1,666 | ↓ DEC |
Cornerstone Wealth Management, LLCCIK 0001674117 | 136,858 | $1.76M | +2,331 | ↑ INC |
Matisse CapitalCIK 0001668256 | 129,790 | $1.67M | – | no_change |
Beverly Hills Private Wealth, LLCCIK 0001965710 | 119,258 | $1.53M | +1,855 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +1,239,483 | $96.59M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +114,031 | $4.55M |
Quantedge Capital Pte Ltd↑ INC | +86,700 | $2.49M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +70,684 | $13.34M |
Private Advisor Group, LLC↑ INC | +69,984 | $2.21M |
Penserra Capital Management LLC↑ INC | +51,705 | $6.67K |
Shaker Financial Services, LLC↑ INC | +49,658 | $1.12M |
Altium Capital Management LLC↑ INC | +34,689 | $2.63M |
Z3 Capital Partners, LLC↑ INC | +31,975 | $9.06M |
Tidal Investments LLC↑ INC | +31,070 | $680.24K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -788,087 | $2.97K |
Saba Capital Management, L.P.↓ DEC | -147,012 | $97.15M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -146,583 | $3.50M |
CORRADO ADVISORS, LLC↓ DEC | -60,541 | $1.38M |
Almitas Capital LLC↓ DEC | -48,255 | $134.58K |
Noble Wealth Management PBC↓ DEC | -19,100 | $535.21K |
BANK OF AMERICA CORP /DE/↓ DEC | -16,862 | $11.36M |
JPMORGAN CHASE & COsold_all | -15,000 | $6.00 |
LAZARD ASSET MANAGEMENT LLC↓ DEC | -13,918 | $27.87M |
ROYAL BANK OF CANADA↓ DEC | -11,443 | $6.26M |