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 |
|---|---|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 8,937,505 | $94.83M | +241,995 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,942,433 | $20.61M | +238,581 | ↑ INC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 1,841,353 | $19.54M | -994,255 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 869,884 | $9.23M | +13,889 | ↑ INC |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOCIK 0001007280 | 566,330 | $6.01M | -967,532 | ↓ DEC |
Uncommon Cents Investing LLCCIK 0001729754 | 546,070 | $5.79M | +10,695 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 539,260 | $5.72M | – | no_change |
Matisse CapitalCIK 0001668256 | 342,000 | $3.63M | – | no_change |
1607 Capital Partners, LLCCIK 0001436866 | 341,657 | $3.62M | +178,246 | ↑ INC |
180 WEALTH ADVISORS, LLCCIK 0001730817 | 312,661 | $3.32M | +15,084 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 305,215 | $3.24M | -7,560 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 304,121 | $3.23M | -34,902 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 283,616 | $3.01M | +27,428 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 178,050 | $1.89M | +73,728 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 98,865 | $1.05M | +23,000 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 86,994 | $923.01K | +25,321 | ↑ INC |
Compound Planning, Inc.CIK 0001978879 | 67,534 | $716.53K | +7,198 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 53,200 | $564.45K | +3,474 | ↑ INC |
Quantedge Capital Pte LtdCIK 0001561418 | 41,716 | $442.61K | +3,900 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 29,728 | $315.41K | +14,271 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 28,772 | $305.27K | +481 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 23,340 | $247.64K | -326 | ↓ DEC |
Baltimore-Washington Financial Advisors, Inc.CIK 0001555486 | 22,865 | $242.60K | – | no_change |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 21,009 | $222.06K | – | no_change |
UBS Group AGCIK 0001610520 | 20,541 | $217.94K | -1,146 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +241,995 | $94.83M |
Allspring Global Investments Holdings, LLC↑ INC | +238,581 | $20.61M |
1607 Capital Partners, LLC↑ INC | +178,246 | $3.62M |
Shaker Financial Services, LLC↑ INC | +73,728 | $1.89M |
COHEN & STEERS, INC.↑ INC | +38,960 | $1.16K |
BANK OF AMERICA CORP /DE/↑ INC | +27,428 | $3.01M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +25,321 | $923.01K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +23,000 | $1.05M |
180 WEALTH ADVISORS, LLC↑ INC | +15,084 | $3.32M |
LPL Financial LLC↑ INC | +14,271 | $315.41K |
| Filer | Δ Shares | Value |
|---|---|---|
LAZARD ASSET MANAGEMENT LLC↓ DEC | -994,255 | $19.54M |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO↓ DEC | -967,532 | $6.01M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -34,902 | $3.23M |
MORGAN STANLEY↓ DEC | -7,560 | $3.24M |
UBS Group AG↓ DEC | -1,146 | $217.94K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -641 | $8.22K |
STIFEL FINANCIAL CORP↓ DEC | -326 | $247.64K |
Dakota Wealth Management↓ DEC | -321 | $189.44K |
Advocate Investing Services LLC↓ DEC | -100 | $21.22K |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -26 | $15.50K |