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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 5,450,416 | $30.25M | +641,255 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 5,196,239 | $28.84M | -436,260 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 4,692,092 | $26.04M | +1,686,866 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 3,400,688 | $18.87M | -384,145 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 3,116,511 | $17.30M | +1,286,001 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 2,415,106 | $13.40M | -283,422 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 2,271,108 | $12.60M | +296,607 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 1,544,408 | $8.49M | -223,086 | ↓ DEC |
Man Group plcCIK 0001637460 | 1,320,861 | $7.33M | +672,561 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 1,338,233 | $6.36M | -15,702 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,105,423 | $6.14M | +129,526 | ↑ INC |
Quarry LPCIK 0001965207 | 1,067,605 | $5.93M | – | no_change |
Shaker Financial Services, LLCCIK 0001511794 | 948,523 | $5.26M | -137,557 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 938,186 | $5.21M | -13,057 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 815,183 | $4.52M | -6,852 | ↓ DEC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 641,600 | $3.56M | +233,219 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 616,604 | $3.42M | – | no_change |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 613,919 | $3.41M | +210,923 | ↑ INC |
RPO LLCCIK 0001885066 | 573,700 | $3.18M | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 557,956 | $3.10M | +66,002 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 445,126 | $2.47M | -32,680 | ↓ DEC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 437,776 | $2.43M | +23,626 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 395,485 | $2.19M | -409,129 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 379,903 | $2.11M | +32,253 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 373,207 | $2.07M | -4,209 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +1,686,866 | $26.04M |
Karpus Management, Inc.↑ INC | +1,286,001 | $17.30M |
Man Group plc↑ INC | +672,561 | $7.33M |
RAYMOND JAMES FINANCIAL INC↑ INC | +641,255 | $30.25M |
ROYAL BANK OF CANADA↑ INC | +296,607 | $12.60M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +233,219 | $3.56M |
Allspring Global Investments Holdings, LLC↑ INC | +210,923 | $3.41M |
Steward Partners Investment Advisory, LLC↑ INC | +177,413 | $1.06M |
Penserra Capital Management LLC↑ INC | +174,097 | $6.94K |
COHEN & STEERS, INC.↑ INC | +145,000 | $4.16K |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -436,260 | $28.84M |
Almitas Capital LLC↓ DEC | -409,129 | $2.19M |
LPL Financial LLC↓ DEC | -384,145 | $18.87M |
JANE STREET GROUP, LLC↓ DEC | -355,060 | $635.26K |
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -283,422 | $13.40M |
CITADEL ADVISORS LLC↓ DEC | -279,554 | $295.63K |
XTX Topco Ltd↓ DEC | -233,438 | $81.16K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -223,315 | $1.31M |
AMERIPRISE FINANCIAL INC↓ DEC | -223,086 | $8.49M |
Shaker Financial Services, LLC↓ DEC | -137,557 | $5.26M |