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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,827,535 | $40.23M | +240,841 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 3,249,213 | $34.15M | -66,551 | ↓ DEC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 2,865,558 | $30.12M | -359,989 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 1,743,054 | $18.32M | +326,572 | ↑ INC |
UBS Group AGCIK 0001610520 | 895,140 | $9.41M | +42,732 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 876,208 | $9.21M | +23,183 | ↑ INC |
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 741,807 | $7.80M | -8,770 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 397,239 | $4.17M | +64,060 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 328,139 | $3.45M | +2,124 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 323,526 | $3.40M | +37,355 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 322,527 | $3.39M | +844 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 268,424 | $2.82M | -1,946 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 254,614 | $2.68M | +24,727 | ↑ INC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 239,902 | $2.52M | +6,804 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 226,191 | $2.38M | +115,785 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 189,580 | $1.99M | +14,167 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 159,565 | $1.68M | -123 | ↓ DEC |
VestGen Advisors, LLCCIK 0002050130 | 154,235 | $1.58M | +9,939 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 139,373 | $1.46M | +21,210 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 131,275 | $1.38M | +5,163 | ↑ INC |
STALEY CAPITAL ADVISERS INCCIK 0001106565 | 115,000 | $1.21M | – | no_change |
Cornerstone Wealth Management, LLCCIK 0001674117 | 113,560 | $1.19M | +2,249 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 110,910 | $1.17M | -8,374 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 96,590 | $1.02M | +7,879 | ↑ INC |
Samalin Investment Counsel, LLCCIK 0001544366 | 94,276 | $990.84K | +94,276 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↑ INC | +326,572 | $18.32M |
BANK OF AMERICA CORP /DE/↑ INC | +240,841 | $40.23M |
WELLS FARGO & COMPANY/MN↑ INC | +115,785 | $2.38M |
Samalin Investment Counsel, LLCNEW | +94,276 | $990.84K |
Noble Wealth Management PBCNEW | +70,450 | $740.43K |
OPPENHEIMER & CO INC↑ INC | +64,060 | $4.17M |
&PARTNERSNEW | +53,244 | $554.06K |
UBS Group AG↑ INC | +42,732 | $9.41M |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +37,355 | $3.40M |
Invesco Ltd.↑ INC | +24,727 | $2.68M |
| Filer | Δ Shares | Value |
|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -359,989 | $30.12M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -113,415 | $664.37K |
IFG Advisory, LLC↓ DEC | -79,003 | $17.13K |
MORGAN STANLEY↓ DEC | -66,551 | $34.15M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -21,558 | $108.34K |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -9,000 | $10.51K |
PRIVATE MANAGEMENT GROUP INC↓ DEC | -8,770 | $7.80M |
OSAIC HOLDINGS, INC.↓ DEC | -8,374 | $1.17M |
Stratos Wealth Advisors, LLC↓ DEC | -3,000 | $262.75K |
Focus Partners Wealth↓ DEC | -1,946 | $2.82M |