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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 1,304,355 | $19.41M | +49,804 | ↑ INC |
Congress Park Capital LLCCIK 0001730945 | 802,324 | $11.94M | +67,187 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 723,578 | $10.77M | +570,704 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 601,076 | $8.94M | -98,033 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 417,402 | $6.21M | +79,454 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 370,347 | $5.51M | +675 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 273,944 | $4.08M | +6,864 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 259,920 | $3.87M | -12,052 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 164,322 | $2.45M | +28,915 | ↑ INC |
Summit Financial, LLCCIK 0001765536 | 123,998 | $1.85M | -269 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 98,503 | $1.47M | -11,399 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 89,852 | $1.34M | -203,848 | ↓ DEC |
Wealth Care LLCCIK 0002120450 | 68,299 | $1.02M | +68,299 | NEW |
CoreCap Advisors, LLCCIK 0001902501 | 68,200 | $1.01M | +52,195 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 62,663 | $932.42K | -1,651 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 49,322 | $733.91K | -157 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 36,785 | $547.36K | +11,334 | ↑ INC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 36,738 | $546.66K | +10,403 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 34,092 | $507.00K | -3,047 | ↓ DEC |
Lido Advisors, LLCCIK 0001650150 | 31,729 | $472.13K | – | no_change |
Pathstone Holdings, LLCCIK 0002011612 | 31,460 | $468.13K | +9,290 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 30,133 | $448.38K | -32,228 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 29,312 | $436.16K | -114,124 | ↓ DEC |
&PARTNERSCIK 0000107136 | 27,347 | $406.92K | +5,724 | ↑ INC |
UBS Group AGCIK 0001610520 | 27,249 | $405.46K | +5,948 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↑ INC | +570,704 | $10.77M |
GUGGENHEIM CAPITAL LLC↑ INC | +79,454 | $6.21M |
Wealth Care LLCNEW | +68,299 | $1.02M |
Congress Park Capital LLC↑ INC | +67,187 | $11.94M |
CoreCap Advisors, LLC↑ INC | +52,195 | $1.01M |
MORGAN STANLEY↑ INC | +49,804 | $19.41M |
Private Advisor Group, LLC↑ INC | +28,915 | $2.45M |
MILLENNIUM MANAGEMENT LLCNEW | +26,730 | $397.74K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +11,334 | $547.36K |
READYSTATE ASSET MANAGEMENT LP↑ INC | +10,403 | $546.66K |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -288,548 | $5.63K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -203,848 | $1.34M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -114,124 | $436.16K |
Advisors Asset Management, Inc.↓ DEC | -98,033 | $8.94M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -32,228 | $448.38K |
Shaker Financial Services, LLC↓ DEC | -31,902 | $217.01K |
BANK OF AMERICA CORP /DE/↓ DEC | -12,052 | $3.87M |
OSAIC HOLDINGS, INC.↓ DEC | -11,399 | $1.47M |
ROYAL BANK OF CANADA↓ DEC | -3,047 | $507.00K |
Invesco Ltd.↓ DEC | -1,651 | $932.42K |