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 |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 1,398,213 | $7.72M | +70,013 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 640,613 | $3.54M | +129,844 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 483,634 | $2.67M | +82,661 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 275,884 | $1.52M | -10,524 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 178,077 | $982.99K | +178,077 | NEW |
Samalin Investment Counsel, LLCCIK 0001544366 | 125,678 | $693.74K | +28,095 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 119,358 | $658.86K | -1,936 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 108,623 | $599.60K | -58,714 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 102,563 | $566.15K | +50,003 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 100,926 | $557.12K | +50,849 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 82,598 | $455.95K | -1,358 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 77,807 | $429.50K | +77,807 | NEW |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 72,147 | $398.25K | +995 | ↑ INC |
Quarry LPCIK 0001965207 | 64,946 | $358.50K | +604 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 35,775 | $201.06K | +950 | ↑ INC |
MGO ONE SEVEN LLCCIK 0001731444 | 35,013 | $193.27K | -68 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 30,722 | $169.58K | – | no_change |
SeaCrest Wealth Management, LLCCIK 0001728121 | 29,374 | $162.14K | -1,071 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 28,895 | $159.50K | +4,500 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 24,263 | $133.93K | -6,308 | ↓ DEC |
SILVERLAKE WEALTH MANAGEMENT LLCCIK 0001966026 | 22,297 | $123.08K | -2,361 | ↓ DEC |
NBC SECURITIES, INC.CIK 0000791540 | 22,253 | $122.84K | -7,847 | ↓ DEC |
Tactive Advisors, LLCCIK 0002002409 | 21,007 | $115.96K | +3,780 | ↑ INC |
Gilman Hill Asset Management, LLCCIK 0001551969 | 20,000 | $110.40K | – | no_change |
Merit Financial Group, LLCCIK 0001621225 | 18,575 | $102.53K | +369 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.NEW | +178,077 | $982.99K |
MORGAN STANLEY↑ INC | +129,844 | $3.54M |
RAYMOND JAMES FINANCIAL INC↑ INC | +82,661 | $2.67M |
Almitas Capital LLCNEW | +77,807 | $429.50K |
LPL Financial LLC↑ INC | +70,013 | $7.72M |
HARBOUR INVESTMENTS, INC.↑ INC | +50,849 | $557.12K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +50,003 | $566.15K |
Samalin Investment Counsel, LLC↑ INC | +28,095 | $693.74K |
Live Oak Private Wealth LLCNEW | +17,557 | $96.92K |
Lido Advisors, LLCNEW | +12,000 | $66.24K |
| Filer | Δ Shares | Value |
|---|---|---|
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -58,714 | $599.60K |
Logan Stone Capital, LLC↓ DEC | -40,543 | $83.06K |
Savvy Advisors, Inc.↓ DEC | -12,385 | $71.81K |
Invesco Ltd.↓ DEC | -10,524 | $1.52M |
ROYAL BANK OF CANADA↓ DEC | -8,516 | $40.00K |
NBC SECURITIES, INC.↓ DEC | -7,847 | $122.84K |
Cetera Investment Advisers↓ DEC | -6,308 | $133.93K |
NWF Advisory Services Inc.↓ DEC | -3,000 | $75.62K |
SILVERLAKE WEALTH MANAGEMENT LLC↓ DEC | -2,361 | $123.08K |
Advisors Asset Management, Inc.↓ DEC | -1,936 | $658.86K |