Stock
Reported value
$40.5M
Holders
38
+4 new · −0 exited
Holders’ est. mark
−$1.29M
Price effect on 34 books still in the name
Largest holder
$6.55M
AMERIPRISE FINANCIAL INC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 304.3K | $6.55M | −$165.2K | Cut−$121K |
| Saba Capital Management, L.P. | 277.5K | $5.98M | −$155.4K | Cut−$2.01M |
| MORGAN STANLEY | 148.2K | $3.19M | −$83K | Cut−$617.5K |
| Pathstone Holdings, LLC | 145.4K | $3.13M | −$68.7K | Added$422.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 107.9K | $2.32M | −$54.5K | Added$171.1K |
| BANK OF AMERICA CORP /DE/ | 100.8K | $2.17M | −$56.6K | Cut−$65.2K |
| GUGGENHEIM CAPITAL LLC | 91.3K | $1.97M | −$51.1K | Cut−$182.9K |
| Invesco Ltd. | 89.1K | $1.92M | −$41.5K | Added$282.6K |
| Beckerman Institutional, LLC | 73.9K | $1.59M | −$41.4K | Cut−$41.1K |
| UBS Group AG | 60.9K | $1.31M | −$34.1K | Cut−$128.1K |
| LPL Financial LLC | 59K | $1.27M | −$33.1K | Cut−$173.7K |
| Mezzasalma Advisors, LLC | 39.9K | $859.1K | −$18.5K | Cut−$7.11K |
| Bulldog Investors, LLP | 39.4K | $849.7K | −$22.1K | Cut−$22.1K |
| ROYAL BANK OF CANADA | 36.1K | $779K | −$19.7K | Cut−$4K |
| Advisors Asset Management, Inc. | 35.9K | $772.9K | — | New |
| STIFEL FINANCIAL CORP | 30.8K | $663.3K | −$16.5K | Added$12.2K |
| FIRST TRUST ADVISORS LP | 25.9K | $558.2K | −$6.77K | Added$291.1K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 25.7K | $553.6K | −$14.4K | Cut−$43.1K |
| UHLMANN PRICE SECURITIES, LLC | 24.2K | $521K | −$13.2K | Added$1.24K |
| EVOLVE PRIVATE WEALTH, LLC | 21.6K | $464.3K | −$12.1K | Cut−$11.8K |
| WELLS FARGO & COMPANY/MN | 19.7K | $424K | −$11K | Cut−$15.7K |
| Cetera Investment Advisers | 19.4K | $416.9K | −$10.8K | Cut−$17.6K |
| OSAIC HOLDINGS, INC. | 17.3K | $373.5K | −$4.78K | Added$187.8K |
| ENVESTNET ASSET MANAGEMENT INC | 16.1K | $347.1K | −$9.03K | Cut−$39.9K |
| Shaker Financial Services, LLC | 15.2K | $327.9K | −$8.53K | Cut−$284K |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.1K | $303K | −$7.87K | Cut−$7.87K |
| WOLVERINE ASSET MANAGEMENT LLC | 13.6K | $293.8K | — | New |
| Concurrent Investment Advisors, LLC | 12.7K | $273.7K | — | New |
| PNC Financial Services Group, Inc. | 9.21K | $198.3K | −$3.48K | Added$61.1K |
| Caldwell Trust Co | 2.48K | $53.4K | −$1.39K | Cut−$1.39K |
| Ancora Advisors LLC | 1K | $21.5K | −$560 | Cut−$560 |
| Allworth Financial LP | 1K | $21.5K | −$560 | Cut−$560 |
| Noble Wealth Management PBC | 1K | $21.5K | −$560 | Cut−$560 |
| NewEdge Advisors, LLC | 15.2K | $15.2K | −$320.7K | Cut−$351.7K |
| LRI Investments, LLC | 309 | $6.66K | −$174 | Cut−$174 |
| ASSETMARK, INC | 290 | $6.25K | — | New |
| SIT INVESTMENT ASSOCIATES INC | 255.2K | $5.5K | −$143 | Cut−$143 |
| Cambridge Investment Research Advisors, Inc. | 40.7K | $878 | −$23 | Cut−$142 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.