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 |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 1,402,464 | $9.28M | -31,548 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,266,507 | $8.38M | +20,411 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 1,134,735 | $7.51M | +1,087,090 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 687,599 | $4.55M | +14,608 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 475,766 | $3.15M | -201,459 | ↓ DEC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 370,223 | $2.45M | – | no_change |
Private Advisor Group, LLCCIK 0001567755 | 351,813 | $2.33M | +14,238 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 289,820 | $1.92M | -405,701 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 279,486 | $1.85M | -406,733 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 252,787 | $1.67M | +8,260 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 246,551 | $1.63M | +1,312 | ↑ INC |
ASHTON THOMAS SECURITIES, LLCCIK 0000771572 | 226,800 | $1.50M | +113,300 | ↑ INC |
Sculptor Capital LPCIK 0001054587 | 217,653 | $1.44M | – | no_change |
Yakira Capital Management, Inc.CIK 0001584639 | 215,841 | $1.43M | -65,832 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 187,692 | $1.24M | +57,248 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 181,059 | $1.20M | +95,342 | ↑ INC |
Quarry LPCIK 0001965207 | 180,332 | $1.19M | -85,314 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 142,714 | $944.77K | +3,765 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 130,648 | $864.89K | +62,257 | ↑ INC |
STEPHENS INC /AR/CIK 0000757657 | 115,734 | $766.16K | -145 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 101,041 | $668.89K | -23,853 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 86,704 | $573.98K | -2,374 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 79,804 | $528.31K | +8,376 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 59,951 | $397.00K | +3,920 | ↑ INC |
INTEGRATED CAPITAL MANAGEMENT, INC.CIK 0001608826 | 46,330 | $306.70K | +2,853 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Saba Capital Management, L.P.↑ INC | +1,087,090 | $7.51M |
ASHTON THOMAS SECURITIES, LLC↑ INC | +113,300 | $1.50M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +95,342 | $1.20M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +62,257 | $864.89K |
Advisors Asset Management, Inc.↑ INC | +57,248 | $1.24M |
XTX Topco Ltd↑ INC | +30,211 | $279.09K |
GUGGENHEIM CAPITAL LLC↑ INC | +20,411 | $8.38M |
STIFEL FINANCIAL CORP↑ INC | +14,608 | $4.55M |
Private Advisor Group, LLC↑ INC | +14,238 | $2.33M |
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNEW | +13,596 | $90.01K |
| Filer | Δ Shares | Value |
|---|---|---|
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -406,733 | $1.85M |
MORGAN STANLEY↓ DEC | -405,701 | $1.92M |
Karpus Management, Inc.↓ DEC | -201,459 | $3.15M |
Quarry LP↓ DEC | -85,314 | $1.19M |
Penserra Capital Management LLC↓ DEC | -68,044 | $5.66K |
Yakira Capital Management, Inc.↓ DEC | -65,832 | $1.43M |
Beverly Hills Private Wealth, LLC↓ DEC | -59,043 | $161.55K |
JANE STREET GROUP, LLC↓ DEC | -52,158 | $113.57K |
LPL Financial LLC↓ DEC | -31,548 | $9.28M |
Invesco Ltd.↓ DEC | -23,853 | $668.89K |