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 | 2,857,603 | $23.78M | +66,554 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 2,190,968 | $18.23M | – | no_change |
TORONTO DOMINION BANKCIK 0000947263 | 1,072,525 | $8.92M | +865,277 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 1,044,953 | $8.69M | +24,102 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 774,518 | $6.44M | -815,574 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 580,372 | $4.83M | +141,268 | ↑ INC |
SCOTIA CAPITAL INC.CIK 0001335644 | 443,231 | $3.69M | +5,739 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 414,801 | $3.45M | -3,924 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 355,848 | $2.96M | -571,592 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 347,826 | $2.89M | +283,696 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 320,066 | $2.66M | -15,591 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 306,601 | $2.55M | +39,012 | ↑ INC |
FLAX POND CAPITAL, LLCCIK 0002106996 | 299,313 | $2.49M | +16,780 | ↑ INC |
Hara Capital LLCCIK 0002010015 | 281,766 | $2.34M | +156,855 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 260,396 | $2.17M | -876 | ↓ DEC |
TrueMark Investments, LLCCIK 0001974457 | 224,709 | $1.87M | +11,448 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 210,718 | $1.75M | -94,030 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 200,529 | $1.67M | +14,246 | ↑ INC |
QUANTIFY CHAOS ADVISORS, LLCCIK 0002107086 | 192,605 | $1.60M | +16,471 | ↑ INC |
Comprehensive Money Management Services LLCCIK 0002058921 | 125,898 | $1.05M | +10,975 | ↑ INC |
RPO LLCCIK 0001885066 | 123,146 | $1.02M | +123,146 | NEW |
Mutual Advisors, LLCCIK 0001694080 | 114,820 | $955.30K | -295 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 100,930 | $839.74K | -888 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 90,794 | $755.41K | +3,334 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 87,448 | $727.57K | +8,000 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
TORONTO DOMINION BANK↑ INC | +865,277 | $8.92M |
Almitas Capital LLC↑ INC | +283,696 | $2.89M |
Hara Capital LLC↑ INC | +156,855 | $2.34M |
Shaker Financial Services, LLC↑ INC | +141,268 | $4.83M |
RPO LLCNEW | +123,146 | $1.02M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +66,554 | $23.78M |
LEGACY FINANCIAL INDEPENDENT ADVISORS LLCNEW | +50,341 | $418.84K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +39,012 | $2.55M |
Marex Group Ltd↑ INC | +32,158 | $427.19K |
Focus Partners Wealth↑ INC | +24,102 | $8.69M |
| Filer | Δ Shares | Value |
|---|---|---|
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -815,574 | $6.44M |
WELLS FARGO & COMPANY/MN↓ DEC | -658,684 | $41.60K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -571,592 | $2.96M |
MORGAN STANLEY↓ DEC | -94,030 | $1.75M |
CHOREO, LLC↓ DEC | -60,033 | $551.89K |
Noble Wealth Management PBC↓ DEC | -50,033 | $12.48K |
Winter & Associates, Inc.↓ DEC | -21,887 | $333.25K |
Gridiron Partners, LLC↓ DEC | -18,053 | $321.61K |
Fiera Capital Corp↓ DEC | -15,591 | $2.66M |
HRT FINANCIAL LP↓ DEC | -13,099 | $105.00 |