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 | 2,732,276 | $25.98M | -1,310,437 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 1,533,417 | $14.58M | +457,764 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,525,658 | $14.51M | +58,400 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,501,325 | $14.28M | -7,213 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,063,970 | $10.12M | -70,569 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 788,894 | $7.50M | +22,874 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 758,771 | $7.31M | -415,285 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 740,403 | $7.04M | +102,670 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 673,017 | $6.40M | +59,797 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 604,368 | $5.75M | +13,164 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 523,813 | $4.98M | +85,183 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 356,174 | $3.39M | -573,220 | ↓ DEC |
Garden State Investment Advisory Services LLCCIK 0001965351 | 327,025 | $3.11M | +278,425 | ↑ INC |
Wakefield Asset Management LLLPCIK 0001600435 | 207,344 | $1.97M | +16,240 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 169,567 | $1.61M | +34,600 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 167,172 | $1.59M | -356,220 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 165,754 | $1.58M | +7,637 | ↑ INC |
JFS WEALTH ADVISORS, LLCCIK 0001568068 | 145,969 | $1.39M | +183 | ↑ INC |
Garner Asset Management CorpCIK 0001714093 | 135,921 | $1.28M | +388 | ↑ INC |
MACKAY SHIELDS LLCCIK 0000061227 | 126,255 | $1.20M | -79,083 | ↓ DEC |
Wealth Alliance Advisory Group, LLCCIK 0001735734 | 108,644 | $1.03M | +38,839 | ↑ INC |
PLANNING ALTERNATIVES LTD /ADVCIK 0000712011 | 103,000 | $979.53K | +30,000 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 91,907 | $874.04K | -1,323 | ↓ DEC |
Worthington Financial Partners, LLCCIK 0002111427 | 86,318 | $820.88K | -21 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 81,119 | $771.46K | -1,412 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↑ INC | +457,764 | $14.58M |
Garden State Investment Advisory Services LLC↑ INC | +278,425 | $3.11M |
Advisors Asset Management, Inc.↑ INC | +102,670 | $7.04M |
Kestra Advisory Services, LLC↑ INC | +85,183 | $4.98M |
Hennion & Walsh Asset Management, Inc.↑ INC | +59,797 | $6.40M |
Summit Trail Advisors, LLC↑ INC | +58,742 | $692.38K |
MORGAN STANLEY↑ INC | +58,400 | $14.51M |
VAN ECK ASSOCIATES CORP↑ INC | +43,789 | $4.22K |
Wealth Alliance Advisory Group, LLC↑ INC | +38,839 | $1.03M |
ROYAL BANK OF CANADA↑ INC | +34,600 | $1.61M |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -1,310,437 | $25.98M |
AMERIPRISE FINANCIAL INC↓ DEC | -573,220 | $3.39M |
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -415,285 | $7.31M |
Fiera Capital Corp↓ DEC | -356,220 | $1.59M |
MACKAY SHIELDS LLC↓ DEC | -79,083 | $1.20M |
UBS Group AG↓ DEC | -70,569 | $10.12M |
Stratos Wealth Advisors, LLC↓ DEC | -67,739 | $202.59K |
HUB Investment Partners, LLC↓ DEC | -35,607 | $301.26K |
Allspring Global Investments Holdings, LLC↓ DEC | -27,523 | $401.61K |
Concorde Asset Management, LLC↓ DEC | -13,744 | $475.00K |