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 | 2,925,981 | $39.24M | +137,714 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,093,317 | $14.66M | +41,169 | ↑ INC |
Congress Park Capital LLCCIK 0001730945 | 536,237 | $7.19M | +16,122 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 351,755 | $4.72M | +351,755 | NEW |
LPL Financial LLCCIK 0001403438 | 310,160 | $4.16M | +39,640 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 265,064 | $3.55M | +40,455 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 88,831 | $1.19M | -2,297 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 80,331 | $1.08M | -7 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 75,902 | $1.02M | -30,631 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 74,505 | $999.00K | -3,266 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 58,172 | $780.08K | -841 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 57,977 | $777.47K | +4,950 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 57,437 | $770.23K | +4,708 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 55,229 | $761.61K | -4,126 | ↓ DEC |
Twelve Points Wealth Management LLCCIK 0001877090 | 47,323 | $634.60K | +8,200 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 46,403 | $622.26K | -10,267 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 44,187 | $592.55K | +915 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 40,922 | $548.76K | -86,307 | ↓ DEC |
Merit Financial Group, LLCCIK 0001621225 | 36,654 | $491.53K | -77 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 33,607 | $450.67K | -22,636 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 29,261 | $392.39K | +1,680 | ↑ INC |
UBS Group AGCIK 0001610520 | 25,162 | $337.42K | -484 | ↓ DEC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 22,422 | $300.68K | +9,808 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 21,554 | $289.04K | +21,554 | NEW |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 19,962 | $267.69K | +12,447 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.NEW | +351,755 | $4.72M |
MORGAN STANLEY↑ INC | +137,714 | $39.24M |
Advisors Asset Management, Inc.↑ INC | +41,169 | $14.66M |
GUGGENHEIM CAPITAL LLC↑ INC | +40,455 | $3.55M |
LPL Financial LLC↑ INC | +39,640 | $4.16M |
Baird Financial Group, Inc.NEW | +21,554 | $289.04K |
MILLENNIUM MANAGEMENT LLCNEW | +19,060 | $255.59K |
Congress Park Capital LLC↑ INC | +16,122 | $7.19M |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCNEW | +15,890 | $213.09K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +12,447 | $267.69K |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -223,859 | $4.53K |
BANK OF AMERICA CORP /DE/↓ DEC | -86,307 | $548.76K |
OSAIC HOLDINGS, INC.↓ DEC | -30,631 | $1.02M |
Invesco Ltd.↓ DEC | -22,636 | $450.67K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -10,267 | $622.26K |
CoreCap Advisors, LLC↓ DEC | -5,692 | $64.88K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -4,126 | $761.61K |
ROYAL BANK OF CANADA↓ DEC | -3,266 | $999.00K |
PARK AVENUE SECURITIES LLC↓ DEC | -2,824 | $1.16K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -2,297 | $1.19M |