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 |
|---|---|---|---|---|
Paralel Advisors LLCCIK 0001895911 | 2,750,000 | $71.17M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 2,259,146 | $58.47M | -423 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,170,769 | $56.18M | +284,365 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,432,538 | $37.07M | +291,211 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 1,382,321 | $35.77M | +1,695 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 936,075 | $24.23M | +32,064 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 898,270 | $23.25M | +49,164 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 897,160 | $23.22M | +56,434 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 683,098 | $17.68M | +9,176 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 612,176 | $15.84M | -585,054 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 416,009 | $10.77M | -976 | ↓ DEC |
SRH ADVISORS, LLCCIK 0001512779 | 408,330 | $10.57M | +41 | ↑ INC |
NOMURA HOLDINGS INCCIK 0001163653 | 404,414 | $10.47M | -172,871 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 349,111 | $9.04M | +15,060 | ↑ INC |
Bedell Frazier Investment Counselling, LLCCIK 0001388142 | 309,461 | $8.01M | -8,674 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 286,254 | $7.41M | +7,208 | ↑ INC |
C2C Wealth Management, LLCCIK 0001868903 | 277,370 | $7.18M | +16,300 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 238,551 | $6.17M | +68,542 | ↑ INC |
Sculptor Capital LPCIK 0001054587 | 187,057 | $4.84M | +187,057 | NEW |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 183,558 | $4.75M | +50,321 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 169,927 | $4.40M | -11,728 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 169,477 | $4.39M | +169,477 | NEW |
TRUIST FINANCIAL CORPCIK 0000092230 | 160,255 | $4.15M | -1,681 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 142,391 | $3.69M | -12,566 | ↓ DEC |
CONNING INC.CIK 0000801051 | 129,699 | $3.36M | +2,309 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↑ INC | +291,211 | $37.07M |
WELLS FARGO & COMPANY/MN↑ INC | +284,365 | $56.18M |
Sculptor Capital LPNEW | +187,057 | $4.84M |
Karpus Management, Inc.NEW | +169,477 | $4.39M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +77,454 | $2.94M |
TORONTO DOMINION BANKNEW | +72,058 | $1.86M |
Kestra Advisory Services, LLC↑ INC | +68,542 | $6.17M |
Shaker Financial Services, LLCNEW | +65,899 | $1.71M |
BANK OF AMERICA CORP /DE/↑ INC | +56,434 | $23.22M |
World Investment Advisors↑ INC | +55,842 | $1.69M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -1,519,008 | $695.29K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -1,413,126 | $31.86K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -585,054 | $15.84M |
NOMURA HOLDINGS INC↓ DEC | -172,871 | $10.47M |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -145,529 | $1.63M |
Yakira Capital Management, Inc.↓ DEC | -132,108 | $1.93M |
Bulldog Investors, LLP↓ DEC | -90,259 | $278.06K |
PFG Investments, LLC↓ DEC | -72,865 | $202.43K |
Logan Stone Capital, LLC↓ DEC | -60,169 | $530.57K |
KESTRA PRIVATE WEALTH SERVICES, LLC↓ DEC | -47,214 | $912.86K |