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 | 3,568,365 | $34.90M | +1,603,047 | ↑ INC |
Kohlberg Kravis Roberts & Co. L.P.CIK 0001399770 | 3,187,230 | $31.17M | +3,187,230 | NEW |
Polar Asset Management Partners Inc.CIK 0001326389 | 2,000,000 | $19.56M | +2,000,000 | NEW |
Saba Capital Management, L.P.CIK 0001510281 | 1,852,145 | $18.11M | +1,852,145 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 1,143,980 | $11.19M | +958,148 | ↑ INC |
Eagle Point Credit Management LLCCIK 0001607203 | 834,459 | $8.16M | +337,755 | ↑ INC |
Blackstone Inc.CIK 0001393818 | 675,000 | $6.60M | +675,000 | NEW |
BARCLAYS PLCCIK 0000312069 | 538,416 | $5.27M | -1,118,195 | ↓ DEC |
ARES MANAGEMENT LLCCIK 0001259313 | 258,692 | $2.53M | +11,192 | ↑ INC |
Alpine Global Management, LLCCIK 0001581655 | 257,992 | $2.52M | -260,195 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 222,539 | $2.18M | -176,927 | ↓ DEC |
Freestone Capital Holdings, LLCCIK 0001470876 | 221,379 | $2.17M | +80,000 | ↑ INC |
Virtus Investment Advisers, LLCCIK 0000019481 | 208,647 | $2.04M | +58,756 | ↑ INC |
DELPHI FINANCIAL GROUP, INC.CIK 0000859139 | 145,030 | $1.42M | – | no_change |
UBS Group AGCIK 0001610520 | 134,178 | $1.31M | +111,674 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 108,500 | $1.06M | +27,853 | ↑ INC |
Simplify Asset Management Inc.CIK 0001846368 | 100,000 | $978.00K | +100,000 | NEW |
LPL Financial LLCCIK 0001403438 | 93,211 | $911.61K | -4,981 | ↓ DEC |
Founders Financial Alliance, LLCCIK 0001832190 | 91,622 | $896.06K | +45,305 | ↑ INC |
GatePass Capital, LLCCIK 0002087399 | 90,300 | $883.13K | +47,700 | ↑ INC |
Samalin Investment Counsel, LLCCIK 0001544366 | 81,125 | $793.40K | +41,558 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 69,739 | $682.02K | +8,002 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 53,755 | $525.72K | +7,237 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 46,470 | $454.49K | +36,130 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 43,662 | $427.01K | -3,420 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Kohlberg Kravis Roberts & Co. L.P.NEW | +3,187,230 | $31.17M |
Polar Asset Management Partners Inc.NEW | +2,000,000 | $19.56M |
Saba Capital Management, L.P.NEW | +1,852,145 | $18.11M |
MORGAN STANLEY↑ INC | +1,603,047 | $34.90M |
CITADEL ADVISORS LLC↑ INC | +958,148 | $11.19M |
Blackstone Inc.NEW | +675,000 | $6.60M |
Eagle Point Credit Management LLC↑ INC | +337,755 | $8.16M |
UBS Group AG↑ INC | +111,674 | $1.31M |
Simplify Asset Management Inc.NEW | +100,000 | $978.00K |
Freestone Capital Holdings, LLC↑ INC | +80,000 | $2.17M |
| Filer | Δ Shares | Value |
|---|---|---|
BARCLAYS PLC↓ DEC | -1,118,195 | $5.27M |
North Ground Capital↓ DEC | -1,007,585 | $244.50K |
Alpine Global Management, LLC↓ DEC | -260,195 | $2.52M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -178,775 | $221.91K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -176,927 | $2.18M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -95,221 | $269.65K |
Snowden Capital Advisors LLC↓ DEC | -30,762 | $200.87K |
Rockefeller Capital Management L.P.↓ DEC | -23,979 | $2.34K |
Entropy Technologies, LP↓ DEC | -13,926 | $287.76K |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC | -9,395 | $45.56K |