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 |
|---|---|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 4,387,056 | $41.76M | -1,381,782 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,889,528 | $17.99M | +274,764 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,118,581 | $10.65M | -80,944 | ↓ DEC |
UBS Group AGCIK 0001610520 | 832,536 | $7.93M | -54,878 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 813,290 | $7.74M | -147,455 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 566,087 | $5.39M | +220,420 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 461,800 | $4.40M | +18,153 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 279,041 | $2.66M | +249,568 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 228,050 | $2.17M | +25,246 | ↑ INC |
MACKAY SHIELDS LLCCIK 0000061227 | 208,814 | $1.99M | -116,293 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 199,449 | $1.90M | -1,452 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 169,444 | $1.61M | -2,061 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 165,965 | $1.58M | -358,244 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 162,828 | $1.55M | -52,379 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 150,268 | $1.43M | +1,660 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 145,850 | $1.39M | -1,600 | ↓ DEC |
JFS WEALTH ADVISORS, LLCCIK 0001568068 | 145,266 | $1.38M | +183 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 140,481 | $1.34M | +1,044 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 128,941 | $1.23M | +158 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 124,983 | $1.20M | -462,883 | ↓ DEC |
Wealth Alliance Advisory Group, LLCCIK 0001735734 | 120,074 | $1.14M | +38,873 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 101,050 | $962.00K | +21,227 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 96,145 | $879.72K | -192,599 | ↓ DEC |
IBEX WEALTH ADVISORSCIK 0001686242 | 89,226 | $849.43K | -1,424 | ↓ DEC |
Stratos Wealth Advisors, LLCCIK 0001707202 | 88,727 | $844.69K | -105,817 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +274,764 | $17.99M |
Hennion & Walsh Asset Management, Inc.↑ INC | +249,568 | $2.66M |
RAYMOND JAMES FINANCIAL INC↑ INC | +220,420 | $5.39M |
Summit Trail Advisors, LLC↑ INC | +58,212 | $688.25K |
VAN ECK ASSOCIATES CORP↑ INC | +48,113 | $4.28K |
Wealth Alliance Advisory Group, LLC↑ INC | +38,873 | $1.14M |
BANK OF AMERICA CORP /DE/↑ INC | +25,246 | $2.17M |
HARBOUR INVESTMENTS, INC.NEW | +22,314 | $212.43K |
Cetera Investment Advisers↑ INC | +21,227 | $962.00K |
WELLS FARGO & COMPANY/MN↑ INC | +18,153 | $4.40M |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -1,381,782 | $41.76M |
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -462,883 | $1.20M |
Fiera Capital Corp↓ DEC | -358,244 | $1.58M |
Rareview Capital LLC↓ DEC | -192,599 | $879.72K |
LPL Financial LLC↓ DEC | -147,455 | $7.74M |
MACKAY SHIELDS LLC↓ DEC | -116,293 | $1.99M |
Stratos Wealth Advisors, LLC↓ DEC | -105,817 | $844.69K |
GUGGENHEIM CAPITAL LLC↓ DEC | -80,944 | $10.65M |
SMITH, MOORE & CO.↓ DEC | -79,401 | $681.42K |
UBS Group AG↓ DEC | -54,878 | $7.93M |