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 |
|---|---|---|---|---|
Allspring Global Investments Holdings, LLCCIK 0001890906 | 650,702 | $3.86M | -1,476,608 | ↓ DEC |
ICON ADVISERS INC/COCIK 0001058470 | 500,294 | $2.97M | -45,605 | ↓ DEC |
Matisse CapitalCIK 0001668256 | 407,269 | $2.42M | -202,731 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 404,080 | $2.40M | -201,144 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 331,019 | $1.96M | -105,999 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 322,395 | $1.91M | +186,197 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 146,290 | $867.50K | -71,606 | ↓ DEC |
Yakira Capital Management, Inc.CIK 0001584639 | 125,557 | $744.55K | -66,459 | ↓ DEC |
GARDNER RUSSO & QUINN LLCCIK 0000860643 | 97,667 | $579.16K | -48,617 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 88,274 | $523.47K | +23,761 | ↑ INC |
Uncommon Cents Investing LLCCIK 0001729754 | 84,372 | $500.33K | -39,583 | ↓ DEC |
Alpine Global Management, LLCCIK 0001581655 | 81,274 | $481.95K | -331,895 | ↓ DEC |
Noble Wealth Management PBCCIK 0002055065 | 69,379 | $411.42K | -32,545 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 62,145 | $368.52K | -20,316 | ↓ DEC |
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 10,545 | $306.01K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 51,524 | $305.54K | +9,252 | ↑ INC |
North Ground CapitalCIK 0002055446 | 47,591 | $282.21K | -613,554 | ↓ DEC |
UBS Group AGCIK 0001610520 | 47,295 | $280.46K | +26,221 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 46,454 | $275.47K | +9,673 | ↑ INC |
NIXON PEABODY TRUST COCIK 0001626757 | 42,024 | $249.20K | – | no_change |
Bulldog Investors, LLPCIK 0001504304 | 39,787 | $235.94K | -122,116 | ↓ DEC |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 35,909 | $212.94K | +12,611 | ↑ INC |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 32,096 | $190.33K | – | no_change |
Logan Stone Capital, LLCCIK 0001535521 | 27,811 | $164.92K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 23,343 | $138.41K | +10,906 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +186,197 | $1.91M |
UBS Group AG↑ INC | +26,221 | $280.46K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +23,761 | $523.47K |
XTX Topco LtdNEW | +19,964 | $118.39K |
Fortis Capital Advisors, LLCNEW | +14,458 | $85.74K |
Belpointe Asset Management LLCNEW | +14,458 | $85.74K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↑ INC | +12,611 | $212.94K |
OSAIC HOLDINGS, INC.↑ INC | +10,906 | $138.41K |
Almitas Capital LLC↑ INC | +9,673 | $275.47K |
MORGAN STANLEY↑ INC | +9,252 | $305.54K |
| Filer | Δ Shares | Value |
|---|---|---|
Allspring Global Investments Holdings, LLC↓ DEC | -1,476,608 | $3.86M |
North Ground Capital↓ DEC | -613,554 | $282.21K |
Alpine Global Management, LLC↓ DEC | -331,895 | $481.95K |
Matisse Capital↓ DEC | -202,731 | $2.42M |
Saba Capital Management, L.P.↓ DEC | -201,144 | $2.40M |
Bulldog Investors, LLP↓ DEC | -122,116 | $235.94K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -105,999 | $1.96M |
EVOLVE PRIVATE WEALTH, LLC↓ DEC | -71,606 | $867.50K |
Yakira Capital Management, Inc.↓ DEC | -66,459 | $744.55K |
GARDNER RUSSO & QUINN LLC↓ DEC | -48,617 | $579.16K |