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 |
|---|---|---|---|---|
Rockefeller Capital Management L.P.CIK 0001739439 | 811,452 | $10.26M | +18,421 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 697,544 | $8.82M | +114,114 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 643,727 | $8.38M | +200,312 | ↑ INC |
UBS Group AGCIK 0001610520 | 603,549 | $7.63M | -17,229 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 546,079 | $6.91M | +199,459 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 390,558 | $4.94M | +2,104 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 355,042 | $4.49M | +17,560 | ↑ INC |
Gateway Wealth Partners, LLCCIK 0001966037 | 351,058 | $4.44M | +191,193 | ↑ INC |
Atlas Wealth LLCCIK 0001964106 | 117,358 | $4.18M | -197,632 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 288,116 | $3.64M | -317,379 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 263,185 | $3.33M | -400 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 233,606 | $2.96M | -29,909 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 229,634 | $2.90M | -89,852 | ↓ DEC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 225,057 | $2.85M | +15,846 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 186,957 | $2.37M | +11,711 | ↑ INC |
Professional Financial Management, Inc.CIK 0002130270 | 183,933 | $2.33M | +183,933 | NEW |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 174,297 | $2.20M | -32,922 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 141,623 | $1.79M | +18,970 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 114,512 | $1.45M | +114,512 | NEW |
Logan Stone Capital, LLCCIK 0001535521 | 67,255 | $850.78K | – | no_change |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 66,008 | $835.00K | +46,085 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 58,118 | $735.19K | +18,418 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 54,272 | $686.54K | +12,820 | ↑ INC |
Matisse CapitalCIK 0001668256 | 49,190 | $622.25K | – | no_change |
Concurrent Investment Advisors, LLCCIK 0002001015 | 44,475 | $562.61K | +21,525 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +200,312 | $8.38M |
Pathstone Holdings, LLC↑ INC | +199,459 | $6.91M |
Gateway Wealth Partners, LLC↑ INC | +191,193 | $4.44M |
Professional Financial Management, Inc.NEW | +183,933 | $2.33M |
GUGGENHEIM CAPITAL LLCNEW | +114,512 | $1.45M |
MORGAN STANLEY↑ INC | +114,114 | $8.82M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +46,085 | $835.00K |
PW Nova Financial Services LLCNEW | +32,615 | $412.57K |
Concurrent Investment Advisors, LLC↑ INC | +21,525 | $562.61K |
Closed-End Fund Advisors, Inc.↑ INC | +18,970 | $1.79M |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -317,379 | $3.64M |
Atlas Wealth LLC↓ DEC | -197,632 | $4.18M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -89,852 | $2.90M |
U.S. Capital Wealth Advisors, LLC↓ DEC | -43,085 | $157.76K |
IFC Advisors LLC↓ DEC | -36,269 | $379.50K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -32,922 | $2.20M |
STIFEL FINANCIAL CORP↓ DEC | -29,909 | $2.96M |
UBS Group AG↓ DEC | -17,229 | $7.63M |
PFG Investments, LLC↓ DEC | -9,492 | $160.96K |
CITADEL ADVISORS LLC↓ DEC | -8,622 | $427.66K |