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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 7,208,667 | $60.99M | -29,422 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,412,848 | $11.95M | -4,087 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 1,192,990 | $10.09M | – | no_change |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,075,268 | $9.10M | – | no_change |
PenderFund Capital Management Ltd.CIK 0001706164 | 1,023,197 | $8.66M | +7,800 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 963,439 | $8.15M | -165,515 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 920,699 | $7.79M | -9,028 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 870,715 | $7.37M | -41,828 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 777,957 | $6.58M | +26,325 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 670,242 | $5.67M | -68,213 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 600,354 | $5.08M | -373,974 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 556,785 | $4.71M | +517 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 490,058 | $4.15M | -1,493 | ↓ DEC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 462,748 | $3.91M | – | no_change |
FIRST TRUST ADVISORS LPCIK 0001125816 | 353,195 | $2.99M | +31,198 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 282,562 | $2.39M | -3,590 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 265,508 | $2.25M | -2,128 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 251,868 | $2.13M | +63,836 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 244,874 | $2.07M | +9,244 | ↑ INC |
Matisse CapitalCIK 0001668256 | 230,000 | $1.95M | – | no_change |
Atala Financial IncCIK 0002053756 | 192,584 | $1.63M | +5,000 | ↑ INC |
TrueMark Investments, LLCCIK 0001974457 | 190,656 | $1.61M | +9,696 | ↑ INC |
Ionic Capital Management LLCCIK 0001386462 | 170,464 | $1.44M | – | no_change |
NWF Advisory Services Inc.CIK 0002045735 | 156,450 | $1.32M | +4,800 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 156,351 | $1.32M | +17,900 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
GatePass Capital, LLC↑ INC | +85,700 | $822.31K |
Corient Private Wealth LLCNEW | +85,587 | $724.06K |
PFG Investments, LLC↑ INC | +69,003 | $713.54K |
Quantinno Capital Management LPNEW | +66,332 | $561.18K |
RAYMOND JAMES FINANCIAL INC↑ INC | +63,836 | $2.13M |
FIFTH THIRD BANCORPNEW | +52,519 | $444.31K |
FIRST TRUST ADVISORS LP↑ INC | +31,198 | $2.99M |
BANK OF AMERICA CORP /DE/↑ INC | +26,325 | $6.58M |
Summit Financial, LLC↑ INC | +19,388 | $1.19M |
Closed-End Fund Advisors, Inc.↑ INC | +17,900 | $1.32M |
| Filer | Δ Shares | Value |
|---|---|---|
Private Advisor Group, LLC↓ DEC | -373,974 | $5.08M |
Saba Capital Management, L.P.↓ DEC | -283,992 | $1.19M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -165,515 | $8.15M |
LPL Financial LLC↓ DEC | -68,213 | $5.67M |
GUGGENHEIM CAPITAL LLC↓ DEC | -41,828 | $7.37M |
MORGAN STANLEY↓ DEC | -29,422 | $60.99M |
UBS Group AG↓ DEC | -26,597 | $553.45K |
ROYAL BANK OF CANADA↓ DEC | -18,375 | $575.00K |
Fiera Capital Corp↓ DEC | -15,679 | $94.90K |
ROBERTS GLORE & CO INC /IL/↓ DEC | -14,703 | $1.04M |