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 |
|---|---|---|---|---|
Advisors Asset Management, Inc.CIK 0001297376 | 681,713 | $15.92M | -181,605 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 575,167 | $13.44M | +4,007 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 521,689 | $12.19M | -12,086 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 520,153 | $12.15M | +59,190 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 463,240 | $10.82M | -15,800 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 361,316 | $8.44M | +63,116 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 290,709 | $6.79M | +20,764 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 256,916 | $6.06M | -145,036 | ↓ DEC |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153 | 218,718 | $5.11M | +2,710 | ↑ INC |
UBS Group AGCIK 0001610520 | 131,271 | $3.07M | -8,390 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 122,227 | $2.86M | +10,227 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 119,094 | $2.78M | -1,032 | ↓ DEC |
World Investment AdvisorsCIK 0001652594 | 117,859 | $2.75M | +12,273 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 91,386 | $2.13M | -22,366 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 80,112 | $1.87M | +12,930 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 79,627 | $1.86M | -85 | ↓ DEC |
D.A. DAVIDSON & CO.CIK 0001080107 | 79,317 | $1.85M | -621 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 77,313 | $1.81M | -12,957 | ↓ DEC |
OxenFree Capital LLCCIK 0002009781 | 65,224 | $1.64M | +8,581 | ↑ INC |
&PARTNERSCIK 0000107136 | 60,312 | $1.41M | +8,315 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 55,732 | $1.30M | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 48,132 | $1.12M | +12,232 | ↑ INC |
Calamos Advisors LLCCIK 0001316507 | 47,888 | $1.12M | +5,700 | ↑ INC |
Keystone Financial GroupCIK 0001729299 | 46,742 | $1.09M | -1,871 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 45,359 | $1.06M | -22,163 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↑ INC | +63,116 | $8.44M |
RAYMOND JAMES FINANCIAL INC↑ INC | +59,190 | $12.15M |
LPL Financial LLC↑ INC | +20,764 | $6.79M |
WEDBUSH SECURITIES INC↑ INC | +13,015 | $597.00 |
Allspring Global Investments Holdings, LLC↑ INC | +12,930 | $1.87M |
World Investment Advisors↑ INC | +12,273 | $2.75M |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +12,232 | $1.12M |
Invesco Ltd.↑ INC | +10,227 | $2.86M |
AMERIPRISE FINANCIAL INC↑ INC | +10,048 | $1.03M |
OxenFree Capital LLC↑ INC | +8,581 | $1.64M |
| Filer | Δ Shares | Value |
|---|---|---|
Advisors Asset Management, Inc.↓ DEC | -181,605 | $15.92M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -145,036 | $6.06M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -22,366 | $2.13M |
Shaker Financial Services, LLC↓ DEC | -22,163 | $1.06M |
GUGGENHEIM CAPITAL LLC↓ DEC | -15,800 | $10.82M |
OSAIC HOLDINGS, INC.↓ DEC | -12,957 | $1.81M |
FIRST TRUST ADVISORS LP↓ DEC | -12,589 | $789.29K |
MORGAN STANLEY↓ DEC | -12,086 | $12.19M |
STIFEL FINANCIAL CORP↓ DEC | -11,453 | $755.15K |
SMH CAPITAL ADVISORS INC↓ DEC | -10,437 | $252.03K |