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 |
|---|---|---|---|---|
Advisors Asset Management, Inc.CIK 0001297376 | 693,736 | $7.15M | +95,392 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 685,823 | $7.06M | +258,198 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 598,891 | $6.17M | -65,023 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 578,271 | $5.97M | +84,875 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 561,941 | $5.79M | +43,250 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 472,403 | $4.87M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 434,514 | $4.48M | +33,303 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 311,109 | $3.20M | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 307,913 | $3.17M | +4,003 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 292,663 | $3.01M | -79,354 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 245,806 | $2.53M | -126,778 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 214,829 | $2.21M | +35,673 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 195,019 | $2.01M | +35,766 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 183,902 | $1.89M | +5,295 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 162,789 | $1.68M | -2,624 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 153,187 | $1.58M | -1,972 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 149,888 | $1.54M | +173 | ↑ INC |
Worthington Financial Partners, LLCCIK 0002111427 | 142,771 | $1.47M | -9,264 | ↓ DEC |
UBS Group AGCIK 0001610520 | 126,188 | $1.30M | -11,810 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 98,624 | $1.02M | -184,879 | ↓ DEC |
Intellus Advisors LLCCIK 0002055137 | 95,885 | $987.62K | -5,134 | ↓ DEC |
Nova R Wealth, Inc.CIK 0001729457 | 93,059 | $958.51K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 91,054 | $937.86K | +24,685 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 81,104 | $835.37K | +2,512 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 80,204 | $826.10K | -9,243 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +258,198 | $7.06M |
Advisors Asset Management, Inc.↑ INC | +95,392 | $7.15M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +84,875 | $5.97M |
Bank of New York Mellon CorpNEW | +48,497 | $499.52K |
VAN ECK ASSOCIATES CORP↑ INC | +43,707 | $2.62K |
Hennion & Walsh Asset Management, Inc.↑ INC | +43,250 | $5.79M |
Invesco Ltd.↑ INC | +35,766 | $2.01M |
AMERIPRISE FINANCIAL INC↑ INC | +35,673 | $2.21M |
COHEN & STEERS, INC.↑ INC | +35,000 | $1.74K |
MORGAN STANLEY↑ INC | +33,303 | $4.48M |
| Filer | Δ Shares | Value |
|---|---|---|
Fiera Capital Corp↓ DEC | -184,879 | $1.02M |
Pathstone Holdings, LLC↓ DEC | -126,778 | $2.53M |
Karpus Management, Inc.↓ DEC | -97,922 | $655.53K |
WELLS FARGO & COMPANY/MN↓ DEC | -79,354 | $3.01M |
GUGGENHEIM CAPITAL LLC↓ DEC | -65,023 | $6.17M |
RIVERBRIDGE PARTNERS LLC↓ DEC | -41,388 | $791.47K |
SMITH, MOORE & CO.↓ DEC | -39,586 | $779.20K |
Focus Partners Wealth↓ DEC | -28,200 | $255.53K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -15,844 | $22.66K |
UBS Group AG↓ DEC | -11,810 | $1.30M |