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 |
|---|---|---|---|---|
Pathstone Holdings, LLCCIK 0002011612 | 594,149 | $5.92M | +174,738 | ↑ INC |
MACKAY SHIELDS LLCCIK 0000061227 | 401,695 | $4.00M | – | no_change |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 353,273 | $3.52M | – | no_change |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 273,104 | $2.72M | +31,853 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 242,993 | $2.42M | -10,084 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 221,031 | $2.20M | -406 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 215,995 | $2.15M | +37,141 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 194,085 | $1.93M | +18,933 | ↑ INC |
Matisse CapitalCIK 0001668256 | 174,693 | $1.74M | – | no_change |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 153,715 | $1.53M | +12,809 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 130,148 | $1.30M | +16,663 | ↑ INC |
Realta Investment AdvisorsCIK 0001776792 | 95,192 | $948.11K | – | no_change |
Noble Wealth Management PBCCIK 0002055065 | 81,363 | $810.38K | +17,531 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 56,842 | $641.18K | +9,105 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 49,725 | $495.26K | -932 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 42,457 | $422.87K | +42,457 | NEW |
Capital Investment Advisors, LLCCIK 0001582732 | 41,354 | $411.89K | -735 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 38,695 | $385.00K | +4,526 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 27,210 | $271.02K | – | no_change |
LPL Financial LLCCIK 0001403438 | 26,808 | $267.01K | +35 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 25,766 | $256.63K | -4,135 | ↓ DEC |
Whipplewood Advisors, LLCCIK 0002052510 | 24,917 | $248.17K | – | no_change |
Hara Capital LLCCIK 0002010015 | 24,600 | $245.02K | – | no_change |
&PARTNERSCIK 0000107136 | 24,171 | $240.75K | +118 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 23,623 | $235.29K | +23,623 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +174,738 | $5.92M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +49,438 | $1.00K |
Karpus Management, Inc.NEW | +42,457 | $422.87K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +37,141 | $2.15M |
Hennion & Walsh Asset Management, Inc.↑ INC | +31,853 | $2.72M |
Bank of New York Mellon CorpNEW | +23,623 | $235.29K |
RIVERBRIDGE PARTNERS LLC↑ INC | +18,933 | $1.93M |
Noble Wealth Management PBC↑ INC | +17,531 | $810.38K |
Logan Stone Capital, LLC↑ INC | +16,663 | $1.30M |
VAN ECK ASSOCIATES CORP↑ INC | +13,265 | $1.16K |
| Filer | Δ Shares | Value |
|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -36,018 | $234.03K |
GUGGENHEIM CAPITAL LLC↓ DEC | -10,084 | $2.42M |
Steward Partners Investment Advisory, LLC↓ DEC | -4,135 | $256.63K |
Sightline Wealth Advisors, LLC↓ DEC | -3,370 | $117.44K |
Ackerman Capital Advisors, LLC↓ DEC | -2,812 | $152.97K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↓ DEC | -932 | $495.26K |
Capital Investment Advisors, LLC↓ DEC | -735 | $411.89K |
MORGAN STANLEY↓ DEC | -406 | $2.20M |
UBS Group AG↓ DEC | -303 | $102.31K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -116 | $167.69K |