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 | 1,057,865 | $7.25M | -8,458 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 735,635 | $5.04M | +81,179 | ↑ INC |
Matisse CapitalCIK 0001668256 | 618,726 | $4.24M | +360,891 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 496,773 | $3.40M | +249,964 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 488,740 | $3.35M | +417,182 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 434,145 | $2.97M | +49,156 | ↑ INC |
WHITEBOX ADVISORS LLCCIK 0001257391 | 387,958 | $2.66M | +341,766 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 363,389 | $2.49M | -54,329 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 355,556 | $2.44M | +141,181 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 285,882 | $2.24M | +216,188 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 235,718 | $1.61M | +235,718 | NEW |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 223,261 | $1.53M | +20,682 | ↑ INC |
Professional Financial Management, Inc.CIK 0002130270 | 188,852 | $1.29M | +6,116 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 169,509 | $1.16M | +107,911 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 157,874 | $1.08M | +109,097 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 154,901 | $1.06M | +119,577 | ↑ INC |
TORONTO DOMINION BANKCIK 0000947263 | 99,038 | $678.41K | -597 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 98,760 | $676.50K | +31,529 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 97,691 | $672.07K | -127,937 | ↓ DEC |
Verition Fund Management LLCCIK 0001454027 | 95,521 | $654.32K | -42,150 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 89,559 | $613.48K | +62,540 | ↑ INC |
Beckerman Institutional, LLCCIK 0002043468 | 75,711 | $518.62K | +17,967 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 75,124 | $514.60K | +26,748 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 63,559 | $435.38K | +2,589 | ↑ INC |
Morse Asset Management, IncCIK 0001705711 | 61,825 | $423.50K | -3,335 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Almitas Capital LLC↑ INC | +417,182 | $3.35M |
Matisse Capital↑ INC | +360,891 | $4.24M |
WHITEBOX ADVISORS LLC↑ INC | +341,766 | $2.66M |
GUGGENHEIM CAPITAL LLC↑ INC | +249,964 | $3.40M |
Closed-End Fund Advisors, Inc.NEW | +235,718 | $1.61M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +216,188 | $2.24M |
Logan Stone Capital, LLC↑ INC | +141,181 | $2.44M |
Bank of New York Mellon Corp↑ INC | +119,577 | $1.06M |
MORGAN STANLEY↑ INC | +109,097 | $1.08M |
MELFA WEALTH MANAGEMENT, INC.↑ INC | +107,911 | $1.16M |
| Filer | Δ Shares | Value |
|---|---|---|
Lido Advisors, LLC↓ DEC | -127,937 | $672.07K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -124,014 | $372.00 |
Hennion & Walsh Asset Management, Inc.↓ DEC | -54,329 | $2.49M |
Verition Fund Management LLC↓ DEC | -42,150 | $654.32K |
UBS Group AG↓ DEC | -34,349 | $187.08K |
WELLS FARGO & COMPANY/MN↓ DEC | -28,742 | $5.00 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -13,147 | $22.89K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -8,458 | $7.25M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -5,915 | $99.32K |
Herold Advisors, Inc.↓ DEC | -5,563 | $77.98K |