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 |
|---|---|---|---|---|
Bramshill Investments, LLCCIK 0001619899 | 7,577,061 | $57.36M | +1,230,785 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 4,251,528 | $32.18M | -778,383 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 2,602,156 | $19.70M | -213,868 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,582,043 | $19.55M | +243,096 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,702,574 | $12.89M | -34,386 | ↓ DEC |
TORONTO DOMINION BANKCIK 0000947263 | 1,676,943 | $12.69M | +302,491 | ↑ INC |
Arkadios Wealth AdvisorsCIK 0001800798 | 1,088,510 | $8.24M | +1,088,510 | NEW |
Wagner Wealth Management, LLCCIK 0001728657 | 1,082,412 | $8.19M | +108,907 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 880,651 | $6.67M | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 830,277 | $6.29M | +505,452 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 789,358 | $5.98M | +123,200 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 750,161 | $5.68M | +25,095 | ↑ INC |
Gridiron Partners, LLCCIK 0001910867 | 637,270 | $4.82M | -58,354 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 597,586 | $4.52M | +20,721 | ↑ INC |
UBS Group AGCIK 0001610520 | 576,055 | $4.36M | +129,790 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 563,269 | $4.26M | +85,248 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 541,290 | $4.10M | +3,398 | ↑ INC |
GenTrust, LLCCIK 0001697110 | 507,761 | $3.86M | +211 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 510,050 | $3.80M | +217,270 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 470,765 | $3.56M | +65,353 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 461,349 | $3.49M | – | no_change |
Williams & Novak, LLCCIK 0001998419 | 371,143 | $2.82M | +31,500 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 334,671 | $2.53M | -280,128 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 308,095 | $2.33M | +24,838 | ↑ INC |
GILL CAPITAL PARTNERS, LLCCIK 0000729563 | 264,164 | $2.00M | +20,649 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Bramshill Investments, LLC↑ INC | +1,230,785 | $57.36M |
Arkadios Wealth AdvisorsNEW | +1,088,510 | $8.24M |
BANK OF AMERICA CORP /DE/↑ INC | +505,452 | $6.29M |
TORONTO DOMINION BANK↑ INC | +302,491 | $12.69M |
VAN ECK ASSOCIATES CORP↑ INC | +273,191 | $7.85K |
GUGGENHEIM CAPITAL LLC↑ INC | +243,096 | $19.55M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +217,270 | $3.80M |
Summit Trail Advisors, LLC↑ INC | +130,642 | $1.10M |
UBS Group AG↑ INC | +129,790 | $4.36M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +123,200 | $5.98M |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -778,383 | $32.18M |
Fiera Capital Corp↓ DEC | -280,128 | $2.53M |
JANE STREET GROUP, LLC↓ DEC | -264,150 | $640.58K |
Hennion & Walsh Asset Management, Inc.↓ DEC | -213,868 | $19.70M |
StoneX Group Inc.↓ DEC | -132,667 | $95.32K |
Virtu Financial LLC↓ DEC | -127,520 | $151.00 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -119,609 | $140.98K |
AMERIPRISE FINANCIAL INC↓ DEC | -100,875 | $434.15K |
SMITH, MOORE & CO.↓ DEC | -95,513 | $561.45K |
FIFTH THIRD BANCORP↓ DEC | -65,461 | $148.66K |