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 |
|---|---|---|---|---|
Saba Capital Management, L.P.CIK 0001510281 | 735,098 | $23.22M | +33,497 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 553,797 | $17.49M | -8,616 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 514,535 | $16.25M | -3,091 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 430,043 | $13.59M | +9,111 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 366,014 | $11.56M | +31,757 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 260,984 | $8.24M | -12,742 | ↓ DEC |
UBS Group AGCIK 0001610520 | 213,270 | $6.74M | -48,927 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 198,736 | $6.28M | +6,046 | ↑ INC |
UMB Bank, n.a.CIK 0000933429 | 177,792 | $5.62M | -2,788 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 166,093 | $5.25M | -9,426 | ↓ DEC |
Uncommon Cents Investing LLCCIK 0001729754 | 159,671 | $5.04M | -185 | ↓ DEC |
Cornerstone Advisory, LLCCIK 0001668189 | 151,571 | $4.79M | +4,099 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 144,772 | $4.57M | +20,996 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 123,077 | $3.89M | +98,253 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 103,652 | $3.27M | +3,782 | ↑ INC |
Mariner, LLCCIK 0001373442 | 96,591 | $3.05M | +2,677 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 93,663 | $2.96M | +23,218 | ↑ INC |
1620 INVESTMENT ADVISORS, INC.CIK 0001907281 | 92,650 | $2.93M | +312 | ↑ INC |
EP Wealth Advisors, LLCCIK 0001540569 | 86,270 | $2.73M | -1,850 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 84,592 | $2.67M | +11,254 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 82,630 | $2.64M | -44,407 | ↓ DEC |
Altium Capital Management LLCCIK 0001746382 | 78,920 | $2.49M | +38,469 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 78,691 | $2.49M | -2,612 | ↓ DEC |
Capstone Financial Advisors, Inc.CIK 0001599217 | 75,513 | $2.39M | – | no_change |
D.A. DAVIDSON & CO.CIK 0001080107 | 73,108 | $2.31M | -1,035 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↑ INC | +98,253 | $3.89M |
Altium Capital Management LLC↑ INC | +38,469 | $2.49M |
Saba Capital Management, L.P.↑ INC | +33,497 | $23.22M |
Allspring Global Investments Holdings, LLC↑ INC | +31,757 | $11.56M |
Pathstone Holdings, LLC↑ INC | +25,878 | $1.22M |
Shaker Financial Services, LLC↑ INC | +23,218 | $2.96M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +22,721 | $905.97K |
Hennion & Walsh Asset Management, Inc.↑ INC | +20,996 | $4.57M |
SEI INVESTMENTS CONEW | +11,335 | $358.07K |
FIRST TRUST ADVISORS LP↑ INC | +11,254 | $2.67M |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -48,927 | $6.74M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -44,407 | $2.64M |
Stolper Co↓ DEC | -43,205 | $847.00 |
CITADEL ADVISORS LLC↓ DEC | -29,208 | $494.86K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -12,742 | $8.24M |
WELLS FARGO & COMPANY/MN↓ DEC | -9,426 | $5.25M |
MORGAN STANLEY↓ DEC | -8,616 | $17.49M |
MGO ONE SEVEN LLC↓ DEC | -6,520 | $484.30K |
GUGGENHEIM CAPITAL LLC↓ DEC | -5,811 | $665.98K |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -5,114 | $103.93K |