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 |
|---|---|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 2,512,000 | $21.55M | +64,938 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 1,778,933 | $15.26M | +224,590 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,442,771 | $12.38M | +230,353 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,213,649 | $10.41M | +289,425 | ↑ INC |
TORONTO DOMINION BANKCIK 0000947263 | 1,136,640 | $9.75M | +329,403 | ↑ INC |
Matisse CapitalCIK 0001668256 | 866,413 | $7.43M | -53,905 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 692,065 | $5.94M | -444,506 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 690,484 | $5.92M | -100,254 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 637,240 | $5.47M | -174,445 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 617,015 | $5.29M | -23,592 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 587,469 | $5.16M | +203,636 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 471,607 | $4.05M | -4,783 | ↓ DEC |
Williams & Novak, LLCCIK 0001998419 | 403,583 | $3.47M | -14,772 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 343,966 | $2.95M | +60,730 | ↑ INC |
Verition Fund Management LLCCIK 0001454027 | 338,158 | $2.90M | -122,714 | ↓ DEC |
Altium Capital Management LLCCIK 0001746382 | 333,093 | $2.86M | +74,001 | ↑ INC |
WHITEBOX ADVISORS LLCCIK 0001257391 | 284,471 | $2.44M | +88,995 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 246,050 | $2.11M | +9 | ↑ INC |
FIRST FOUNDATION ADVISORSCIK 0001086763 | 224,269 | $1.92M | +15,093 | ↑ INC |
Professional Financial Management, Inc.CIK 0002130270 | 206,231 | $1.77M | +6,779 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 201,590 | $1.73M | – | no_change |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 200,176 | $1.72M | – | no_change |
Fiera Capital CorpCIK 0001505817 | 181,207 | $1.55M | -156,083 | ↓ DEC |
Core Wealth Partners LLCCIK 0001965078 | 163,735 | $1.40M | +26 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 161,861 | $1.39M | +15,744 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
TORONTO DOMINION BANK↑ INC | +329,403 | $9.75M |
Advisors Asset Management, Inc.↑ INC | +289,425 | $10.41M |
GUGGENHEIM CAPITAL LLC↑ INC | +230,353 | $12.38M |
Karpus Management, Inc.↑ INC | +224,590 | $15.26M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +203,636 | $5.16M |
WHITEBOX ADVISORS LLC↑ INC | +88,995 | $2.44M |
Summit Financial, LLC↑ INC | +77,951 | $941.04K |
Altium Capital Management LLC↑ INC | +74,001 | $2.86M |
Summit Trail Advisors, LLC↑ INC | +68,292 | $674.36K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +64,938 | $21.55M |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -444,506 | $5.94M |
Logan Stone Capital, LLC↓ DEC | -174,445 | $5.47M |
Fiera Capital Corp↓ DEC | -156,083 | $1.55M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -141,975 | $679.76K |
Verition Fund Management LLC↓ DEC | -122,714 | $2.90M |
Hennion & Walsh Asset Management, Inc.↓ DEC | -100,254 | $5.92M |
Matisse Capital↓ DEC | -53,905 | $7.43M |
Almitas Capital LLC↓ DEC | -23,592 | $5.29M |
WELLS FARGO & COMPANY/MN↓ DEC | -19,540 | $1.04M |
Cetera Investment Advisers↓ DEC | -18,514 | $126.59K |