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 | 1,187,933 | $9.12M | +7,396 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 437,801 | $3.36M | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 362,255 | $2.78M | -36,953 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 312,300 | $2.40M | +13,476 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 296,924 | $2.28M | -8,541 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 260,858 | $2.00M | -40,145 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 227,014 | $1.74M | +30,436 | ↑ INC |
WHITEBOX ADVISORS LLCCIK 0001257391 | 204,801 | $1.57M | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 191,062 | $1.47M | +2,700 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 182,798 | $1.40M | -4,661 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 180,685 | $1.39M | +3,257 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 172,051 | $1.32M | – | no_change |
Carson Advisory Inc.CIK 0001909304 | 168,597 | $1.29M | -2,000 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 163,208 | $1.25M | +76,235 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 93,993 | $721.88K | +58,428 | ↑ INC |
Whipplewood Advisors, LLCCIK 0002052510 | 91,874 | $705.59K | +787 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 90,530 | $695.27K | +90,530 | NEW |
LPL Financial LLCCIK 0001403438 | 89,164 | $684.78K | -101,691 | ↓ DEC |
Traub Capital Management LLCCIK 0002079207 | 86,839 | $666.92K | -7,952 | ↓ DEC |
WHITTIER TRUST CO OF NEVADA INCCIK 0001263548 | 81,546 | $619.75K | +304 | ↑ INC |
UBS Group AGCIK 0001610520 | 77,243 | $593.23K | -9,018 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 67,497 | $518.00K | +4,716 | ↑ INC |
Rock Point Advisors, LLCCIK 0001301540 | 66,925 | $513.98K | -4,000 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 61,047 | $468.84K | +1 | ↑ INC |
Waverly Advisors, LLCCIK 0001568787 | 59,963 | $460.52K | -4,562 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Hennion & Walsh Asset Management, Inc.NEW | +90,530 | $695.27K |
Pathstone Holdings, LLC↑ INC | +76,235 | $1.25M |
OSAIC HOLDINGS, INC.↑ INC | +58,428 | $721.88K |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +30,436 | $1.74M |
Savvy Advisors, Inc.NEW | +18,143 | $139.34K |
Cambridge Investment Research Advisors, Inc.↑ INC | +15,926 | $236.00 |
MORGAN STANLEY↑ INC | +13,476 | $2.40M |
Hamrick Investment Counsel, llcNEW | +10,306 | $79.15K |
Private Advisor Group, LLC↑ INC | +8,357 | $169.23K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +7,396 | $9.12M |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↓ DEC | -101,691 | $684.78K |
Invesco Ltd.↓ DEC | -40,145 | $2.00M |
WELLS FARGO & COMPANY/MN↓ DEC | -36,953 | $2.78M |
Logan Stone Capital, LLC↓ DEC | -14,367 | $309.64K |
Concorde Asset Management, LLC↓ DEC | -14,173 | $322.60K |
UBS Group AG↓ DEC | -9,018 | $593.23K |
GUGGENHEIM CAPITAL LLC↓ DEC | -8,541 | $2.28M |
Traub Capital Management LLC↓ DEC | -7,952 | $666.92K |
GatePass Capital, LLC↓ DEC | -5,000 | $76.80K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -4,661 | $1.40M |