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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 5,065,633 | $65.14M | +654,334 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,574,324 | $20.25M | +143,431 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 991,567 | $12.75M | +114,578 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 644,351 | $8.29M | -10,479 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 423,193 | $5.44M | +10,307 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 403,070 | $5.18M | – | no_change |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 393,872 | $5.07M | +93,553 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 340,641 | $4.38M | -431,626 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 298,622 | $3.84M | +32,019 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 267,531 | $3.44M | -297,059 | ↓ DEC |
Rareview Capital LLCCIK 0002044533 | 253,193 | $3.39M | +44,116 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 257,939 | $3.32M | -17,387 | ↓ DEC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 239,842 | $3.08M | +18,535 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 229,990 | $2.96M | -1,002 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 181,293 | $2.33M | +19,365 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 141,981 | $1.83M | +1,317 | ↑ INC |
B. Riley Wealth Advisors, Inc.CIK 0001464811 | 144,543 | $1.82M | -1,676 | ↓ DEC |
Noble Wealth Management PBCCIK 0002055065 | 126,755 | $1.63M | -6,122 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 118,605 | $1.53M | +1,625 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 115,052 | $1.48M | +2,147 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 113,050 | $1.45M | -12,876 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 107,565 | $1.38M | -7,520 | ↓ DEC |
BROOKFIELD Corp /ON/CIK 0001001085 | 100,582 | $1.29M | – | no_change |
Pekin Hardy Strauss, Inc.CIK 0001020317 | 83,805 | $1.08M | +18,826 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 81,530 | $1.05M | -40,378 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +654,334 | $65.14M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +640,008 | $36.72K |
WELLS FARGO & COMPANY/MN↑ INC | +143,431 | $20.25M |
GUGGENHEIM CAPITAL LLC↑ INC | +114,578 | $12.75M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +93,553 | $5.07M |
Penserra Capital Management LLC↑ INC | +91,296 | $7.68K |
Rareview Capital LLC↑ INC | +44,116 | $3.39M |
LPL Financial LLC↑ INC | +32,019 | $3.84M |
FIRST TRUST ADVISORS LP↑ INC | +19,365 | $2.33M |
Pekin Hardy Strauss, Inc.↑ INC | +18,826 | $1.08M |
| Filer | Δ Shares | Value |
|---|---|---|
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -431,626 | $4.38M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -297,059 | $3.44M |
Shaker Financial Services, LLC↓ DEC | -120,108 | $423.06K |
JANE STREET GROUP, LLC↓ DEC | -47,085 | $366.74K |
Advisors Asset Management, Inc.↓ DEC | -40,378 | $1.05M |
CHOREO, LLC↓ DEC | -35,305 | $742.88K |
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -25,650 | $272.38K |
HighTower Advisors, LLC↓ DEC | -24,977 | $505.22K |
BlackRock, Inc.↓ DEC | -19,396 | $17.88K |
Cetera Investment Advisers↓ DEC | -17,387 | $3.32M |