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 | 10,702,631 | $134.96M | -138,796 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 10,213,194 | $128.79M | +1,573,163 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,627,954 | $33.14M | -285,967 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,673,273 | $21.10M | +21,385 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 1,228,014 | $15.49M | -61,011 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,214,458 | $15.31M | -68,021 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 956,102 | $12.06M | -24,735 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 862,480 | $10.88M | -327,590 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 736,439 | $9.29M | +683 | ↑ INC |
Arete Wealth Advisors, LLCCIK 0001600151 | 533,912 | $6.76M | +12,278 | ↑ INC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 526,672 | $6.64M | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 509,218 | $6.42M | -10,193 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 449,895 | $5.67M | -157,850 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 437,669 | $5.52M | +3,210 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 288,968 | $3.64M | +6,663 | ↑ INC |
UBS Group AGCIK 0001610520 | 255,427 | $3.22M | -57,822 | ↓ DEC |
Creative PlanningCIK 0001540235 | 187,935 | $2.37M | -7,563 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 172,743 | $2.18M | -307 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 168,975 | $2.13M | -15,866 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 156,527 | $1.97M | -65,342 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 124,099 | $1.56M | -8,260 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 117,719 | $1.48M | -4,006 | ↓ DEC |
D.A. DAVIDSON & CO.CIK 0001080107 | 96,040 | $1.21M | +3,258 | ↑ INC |
Modern Wealth Management, LLCCIK 0002001900 | 88,878 | $1.14M | -11,951 | ↓ DEC |
CHOREO, LLCCIK 0001679031 | 80,704 | $1.02M | +1,453 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↑ INC | +1,573,163 | $128.79M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +276,661 | $5.93K |
Penserra Capital Management LLC↑ INC | +51,828 | $7.48K |
DIVERSIFY WEALTH MANAGEMENT, LLCNEW | +32,270 | $452.10K |
FIFTH THIRD BANCORP↑ INC | +27,121 | $343.09K |
&PARTNERS↑ INC | +24,780 | $842.55K |
Allspring Global Investments Holdings, LLC↑ INC | +21,385 | $21.10M |
Core Wealth Advisors, Inc.NEW | +17,203 | $216.93K |
Arete Wealth Advisors, LLC↑ INC | +12,278 | $6.76M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +11,890 | $525.35K |
| Filer | Δ Shares | Value |
|---|---|---|
Pathstone Holdings, LLC↓ DEC | -414,684 | $912.10K |
Advisors Asset Management, Inc.↓ DEC | -327,590 | $10.88M |
BANK OF AMERICA CORP /DE/↓ DEC | -285,967 | $33.14M |
GUGGENHEIM CAPITAL LLC↓ DEC | -157,850 | $5.67M |
MORGAN STANLEY↓ DEC | -138,796 | $134.96M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -106,147 | $34.42K |
Invesco Ltd.↓ DEC | -68,021 | $15.31M |
Shaker Financial Services, LLC↓ DEC | -65,342 | $1.97M |
STIFEL FINANCIAL CORP↓ DEC | -61,011 | $15.49M |
UBS Group AG↓ DEC | -57,822 | $3.22M |