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 | 2,854,737 | $29.15M | +972,408 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,332,934 | $13.61M | +14,469 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 726,559 | $7.42M | +197,456 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 610,605 | $6.23M | -57,567 | ↓ DEC |
MACKAY SHIELDS LLCCIK 0000061227 | 519,880 | $5.31M | -121,225 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 425,353 | $4.53M | +150,000 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 437,638 | $4.47M | +2,968 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 407,358 | $4.16M | -865,862 | ↓ DEC |
Lido Advisors, LLCCIK 0001650150 | 380,076 | $3.91M | – | no_change |
North Ground CapitalCIK 0002055446 | 354,414 | $3.62M | -246,798 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 276,958 | $2.83M | -19,693 | ↓ DEC |
PFG Investments, LLCCIK 0001973224 | 261,307 | $2.67M | +16,363 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 246,312 | $2.52M | -5,916 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 199,638 | $2.04M | +63,052 | ↑ INC |
UBS Group AGCIK 0001610520 | 186,026 | $1.90M | -15,568 | ↓ DEC |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 138,453 | $1.41M | +3,197 | ↑ INC |
DEUTSCHE BANK AG\CIK 0000948046 | 135,516 | $1.38M | -322,751 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 118,700 | $1.21M | -7,058 | ↓ DEC |
Alpine Global Management, LLCCIK 0001581655 | 118,173 | $1.21M | -173,108 | ↓ DEC |
Indivisible PartnersCIK 0002098400 | 113,221 | $1.16M | +31,572 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 112,308 | $1.15M | +8,094 | ↑ INC |
Avestar Capital, LLCCIK 0001704404 | 105,768 | $1.09M | +40,200 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 103,353 | $1.06M | +37,828 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 79,456 | $811.25K | +15,469 | ↑ INC |
NewEdge Wealth, LLCCIK 0001861796 | 71,251 | $727.47K | +1,655 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +972,408 | $29.15M |
Hennion & Walsh Asset Management, Inc.↑ INC | +197,456 | $7.42M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +150,000 | $4.53M |
RAYMOND JAMES FINANCIAL INC↑ INC | +63,052 | $2.04M |
Cambridge Investment Research Advisors, Inc.↑ INC | +52,494 | $663.00 |
Avestar Capital, LLC↑ INC | +40,200 | $1.09M |
Cetera Investment Advisers↑ INC | +37,828 | $1.06M |
Indivisible Partners↑ INC | +31,572 | $1.16M |
AMERIPRISE FINANCIAL INC↑ INC | +23,314 | $354.97K |
CHOREO, LLC↑ INC | +20,309 | $467.13K |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -865,862 | $4.16M |
Penserra Capital Management LLC↓ DEC | -369,695 | $14.00 |
DEUTSCHE BANK AG\↓ DEC | -322,751 | $1.38M |
North Ground Capital↓ DEC | -246,798 | $3.62M |
Alpine Global Management, LLC↓ DEC | -173,108 | $1.21M |
MACKAY SHIELDS LLC↓ DEC | -121,225 | $5.31M |
JANE STREET GROUP, LLC↓ DEC | -120,619 | $213.77K |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -62,488 | $321.24K |
WELLS FARGO & COMPANY/MN↓ DEC | -57,567 | $6.23M |
MML INVESTORS SERVICES, LLC↓ DEC | -21,676 | $139.88K |