Stock
Reported value
$212.7M
Holders
153
+12 new · −9 exited
Holders’ est. mark
−$6.55M
Price effect on 140 books still in the name
Largest holder
$23.2M
Saba Capital Management, L.P.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $494.9K
- Icahn Capital0.0% · $274K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Saba Capital Management, L.P. | 735.1K | $23.2M | −$750.7K | Added$307.5K |
| MORGAN STANLEY | 553.8K | $17.5M | −$592.6K | Cut−$874K |
| LAZARD ASSET MANAGEMENT LLC | 514.5K | $16.3M | −$550.6K | Cut−$651.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 430K | $13.6M | −$450.4K | Cut−$162.6K |
| Allspring Global Investments Holdings, LLC | 366K | $11.6M | −$357.7K | Added$645.5K |
| RAYMOND JAMES FINANCIAL INC | 261K | $8.24M | −$279.2K | Cut−$695.4K |
| UBS Group AG | 213.3K | $6.74M | −$228.2K | Cut−$1.83M |
| Focus Partners Wealth | 198.7K | $6.28M | −$206.2K | Cut−$15.2K |
| UMB Bank, n.a. | 177.8K | $5.62M | −$190.2K | Cut−$281.3K |
| WELLS FARGO & COMPANY/MN | 166.1K | $5.25M | −$177.7K | Cut−$485.6K |
| Uncommon Cents Investing LLC | 159.7K | $5.04M | −$170.8K | Cut−$176.9K |
| Cornerstone Advisory, LLC | 151.6K | $4.79M | −$157.8K | Cut−$28.3K |
| Hennion & Walsh Asset Management, Inc. | 144.8K | $4.57M | −$132.4K | Added$530.8K |
| OSAIC HOLDINGS, INC. | 123.1K | $3.89M | −$26.7K | Added$3.08M |
| STIFEL FINANCIAL CORP | 103.7K | $3.27M | −$106.9K | Added$12.6K |
| Mariner, LLC | 96.6K | $3.05M | −$100.5K | Cut−$15.9K |
| Shaker Financial Services, LLC | 93.7K | $2.96M | −$75.4K | Added$658.1K |
| 1620 INVESTMENT ADVISORS, INC. | 92.7K | $2.93M | −$98.8K | Cut−$88.9K |
| EP Wealth Advisors, LLC | 86.3K | $2.73M | −$92.3K | Cut−$152.7K |
| FIRST TRUST ADVISORS LP | 84.6K | $2.67M | −$78.5K | Added$277K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 82.6K | $2.64M | −$85.9K | Cut−$1.55M |
| Altium Capital Management LLC | 78.9K | $2.49M | −$43.3K | Added$1.17M |
| LPL Financial LLC | 78.7K | $2.49M | −$84.2K | Cut−$169.5K |
| Capstone Financial Advisors, Inc. | 75.5K | $2.39M | −$80.8K | Cut−$80.8K |
| D.A. DAVIDSON & CO. | 73.1K | $2.31M | −$78.2K | Cut−$112K |
| Platform Technology Partners | 67K | $2.12M | −$71.7K | Cut−$71.7K |
| EVOLVE PRIVATE WEALTH, LLC | 61.6K | $1.95M | −$65.9K | Cut−$64.6K |
| RB Capital Management, LLC | 61K | $1.93M | −$65.2K | Cut−$147.5K |
| ROYAL BANK OF CANADA | 58.2K | $1.84M | −$60.9K | Cut−$27K |
| COMMONWEALTH EQUITY SERVICES, LLC | 55.3K | $1.75M | −$57.7K | Cut−$16.5K |
| Concurrent Investment Advisors, LLC | 49.3K | $1.56M | −$47.9K | Added$95.3K |
| BANK OF AMERICA CORP /DE/ | 46.9K | $1.48M | −$50.1K | Cut−$48.4K |
| Allworth Financial LP | 41.2K | $1.3M | −$44K | Cut−$40.8K |
| Beckerman Institutional, LLC | 40K | $1.26M | −$42.8K | Cut−$59.4K |
| Pathstone Holdings, LLC | 38.7K | $1.22M | −$13.7K | Added$803.8K |
| Quadrant Private Wealth Management, LLC | 38.4K | $1.21M | −$41.1K | Cut−$41.1K |
| Steward Partners Investment Advisory, LLC | 38.1K | $1.2M | −$33.9K | Added$170.1K |
| Whitener Capital Management, Inc. | 33.8K | $1.07M | −$36.1K | Cut−$33.9K |
| ALBION FINANCIAL GROUP /UT | 30.5K | $963.4K | −$32.6K | Cut−$32.6K |
| Altus Wealth Group LLC | 29.6K | $935.5K | −$31.7K | Cut−$50.2K |
| HighTower Advisors, LLC | 29.1K | $918.1K | −$31K | Cut−$26.6K |
| WOLVERINE ASSET MANAGEMENT LLC | 28.7K | $906K | −$6.37K | Added$711.4K |
| Creative Planning | 25.9K | $819.7K | −$27.6K | Cut−$22.8K |
| Advisors Asset Management, Inc. | 24.6K | $777.1K | −$26.3K | Cut−$39.4K |
| &PARTNERS | 24.6K | $774.7K | −$28.8K | Added$6.36K |
| Baltimore-Washington Financial Advisors, Inc. | 24.4K | $771.3K | −$26.1K | Cut−$26.1K |
| PNC Financial Services Group, Inc. | 22.8K | $720.8K | −$17.8K | Added$178.6K |
| Cetera Investment Advisers | 22.6K | $714.2K | −$24.2K | Cut−$39.2K |
| GUGGENHEIM CAPITAL LLC | 21.1K | $666K | −$22.6K | Cut−$212.3K |
| KIRR MARBACH & CO LLC /IN/ | 19.9K | $628.1K | −$21.3K | Cut−$21.3K |
| Kestra Advisory Services, LLC | 19K | $601.2K | −$20.3K | Cut−$18.1K |
| Cerity Partners LLC | 18.3K | $579.5K | −$16.2K | Added$86.3K |
| Heritage Wealth Advisors | 17.8K | $563.8K | −$19.1K | Cut−$29.6K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 17.8K | $563.1K | −$19K | Cut−$15.4K |
| JOHNSON INVESTMENT COUNSEL INC | 16.9K | $534.7K | −$18.1K | Cut−$17.9K |
| Citadel | 15.7K | $494.9K | −$16.8K | Cut−$970.7K |
| Tower Wealth Partners, Inc. | 15.6K | $492.9K | −$16.6K | Cut−$12.1K |
| Rockefeller Capital Management L.P. | 15.5K | $490.6K | −$15.7K | Added$12.1K |
| MGO ONE SEVEN LLC | 15.3K | $484.3K | −$16.4K | Cut−$229.3K |
| JPMORGAN CHASE & CO | 15.6K | $482.5K | −$27.3K | Cut−$33.7K |
| Successful Portfolios LLC | 15.2K | $472.6K | −$33.1K | Cut−$32.9K |
| GatePass Capital, LLC | 14.8K | $466.1K | −$15.8K | Cut−$15.8K |
| Waverly Advisors, LLC | 12.9K | $408.6K | −$13.8K | Cut−$13.1K |
| First Financial Bankshares Inc | 12.7K | $401.8K | −$13.6K | Cut−$13.6K |
| MSH Capital Advisors LLC | 12.7K | $401.8K | −$13.6K | Cut−$13.6K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12.6K | $398.4K | −$13.5K | Cut−$13.5K |
| XTX Topco Ltd | 12.4K | $390.5K | −$8.62K | Added$127.3K |
| CORA CAPITAL ADVISORS LLC | 12K | $378.5K | −$12.8K | Cut−$12.8K |
| Joel Isaacson & Co., LLC | 11.9K | $374.8K | −$12.7K | Cut−$12.7K |
| Corient Private Wealth LLC | 11.8K | $371.6K | −$12.6K | Cut−$20.1K |
| Savvy Advisors, Inc. | 11.6K | $366.4K | −$12.4K | Cut−$12.4K |
| SEI INVESTMENTS CO | 11.3K | $358.1K | — | New |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11.3K | $355.4K | −$10K | Added$49.8K |
| Private Advisor Group, LLC | 11.1K | $351.3K | −$11.9K | Cut−$23.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11K | $347.7K | −$11.8K | Cut−$11.8K |
| Financial Plan, Inc. | 11K | $347.7K | −$11.8K | Cut−$43.8K |
| NorthRock Partners, LLC | 10.4K | $330K | — | New |
| Koshinski Asset Management, Inc. | 10.2K | $322.2K | −$10.9K | Cut−$10.9K |
| American Institute for Advanced Investment Management, LLP | 10.2K | $321.3K | −$10.9K | Cut−$10.9K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 10.1K | $320.2K | — | Held |
| OPPENHEIMER & CO INC | 10K | $316.2K | −$10.7K | Cut−$10.6K |
| Integrated Wealth Concepts LLC | 9.94K | $314K | — | New |
| NORTHERN TRUST CORP | 9.82K | $310.3K | −$10.5K | Cut−$10.6K |
| MERIDIAN INVESTMENT COUNSEL INC. | 9.76K | $308.2K | −$10.4K | Cut−$10.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9.27K | $292.7K | −$9.92K | Cut−$9.91K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.9K | $281.1K | −$8.99K | Added$6.68K |
| Icahn Capital | 8.67K | $274K | −$8.74K | Added$7.28K |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 8.3K | $262.2K | −$8.88K | Cut−$8.88K |
| UHLMANN PRICE SECURITIES, LLC | 5.39K | $260.6K | — | New |
| Unify Financial Advisors | 8.13K | $256.8K | −$8.7K | Cut−$13.8K |
| AMERIPRISE FINANCIAL INC | 8.02K | $253.3K | −$8.57K | Cut−$41.8K |
| Quantinno Capital Management LP | 7.95K | $251K | −$8.5K | Cut−$28.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7.53K | $240.9K | −$5.13K | Cut−$24.5K |
| Gateway Wealth Partners, LLC | 7.44K | $235K | — | New |
| PRENTISS SMITH & CO INC | 7.03K | $222K | −$7.52K | Cut−$7.52K |
| Independent Family Office, LLC | 6.99K | $220.7K | −$7.48K | Cut−$7.48K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6.61K | $208.8K | −$7.07K | Cut−$7.07K |
| Baird Financial Group, Inc. | 6.55K | $206.9K | −$7.01K | Cut−$49.6K |
| CWM, LLC | 6.42K | $202.9K | $202.6K | Added$202.7K |
| Quantedge Capital Pte Ltd | 6.35K | $200.6K | — | New |
| Ancora Advisors LLC | 5.9K | $186.4K | −$6.31K | Cut−$6.31K |
| Quent Capital, LLC | 5.41K | $170.7K | −$5.78K | Cut−$5.78K |
| MAI Capital Management | 4.99K | $157.6K | −$5.34K | Cut−$5.34K |
| US BANCORP \DE\ | 4.99K | $157.5K | −$5.33K | Cut−$5.33K |
| First Command Advisory Services, Inc. | 4.69K | $148.3K | −$5.02K | Cut−$5.02K |
| Crews Bank & Trust | 4.43K | $140.1K | −$4.74K | Cut−$4.74K |
| BROWN, LISLE/CUMMINGS, INC. | 4.2K | $132.7K | −$4.49K | Cut−$4.49K |
| BNP PARIBAS FINANCIAL MARKETS | 3.29K | $103.9K | −$3.52K | Cut−$170.5K |
| CITIGROUP INC | 3.25K | $102.5K | −$3.47K | Cut−$3.47K |
| Parallel Advisors, LLC | 3.24K | $102.4K | −$3.47K | Cut−$3.47K |
| CENTRAL TRUST Co | 3.1K | $97.9K | −$3.32K | Cut−$65.7K |
| BROWN BROTHERS HARRIMAN & CO | 3.06K | $96.6K | −$3.27K | Cut−$3.27K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.05K | $96.3K | −$3.26K | Cut−$3.26K |
| North Star Investment Management Corp. | 2.99K | $94.4K | — | New |
| GHP Investment Advisors, Inc. | 2.77K | $87.4K | −$2.96K | Cut−$2.96K |
| ATWOOD & PALMER INC | 2.73K | $86.1K | −$2.92K | Cut−$2.92K |
| JONES FINANCIAL COMPANIES LLLP | 2.64K | $81.7K | −$4.51K | Cut−$4.51K |
| Clearstead Advisors, LLC | 2.5K | $79K | −$2.67K | Cut−$2.67K |
| BAYBAN | 2.31K | $73K | −$2.47K | Cut−$2.47K |
| McIlrath & Eck, LLC | 2.29K | $72.4K | −$2.45K | Cut−$2.45K |
| HARBOUR INVESTMENTS, INC. | 2.23K | $70.3K | −$269 | Added$62.1K |
| Advocate Investing Services LLC | 1.65K | $52.1K | −$1.76K | Cut−$1.76K |
| ASSETMARK, INC | 1.64K | $51.8K | −$1.75K | Cut−$1.75K |
| NBT BANK N A /NY | 1.48K | $46.8K | −$1.58K | Cut−$1.58K |
| Anchor Investment Management, LLC | 1.47K | $46.3K | −$1.57K | Cut−$19K |
| Costello Asset Management, INC | 1.38K | $43.4K | −$1.47K | Cut−$1.47K |
| SALEM INVESTMENT COUNSELORS INC | 1.31K | $41.5K | — | New |
| HM PAYSON & CO | 1.18K | $40.3K | −$10 | Cut−$10 |
| ARMSTRONG ADVISORY GROUP, INC | 1.16K | $36.6K | −$1.26K | Cut−$1.07K |
| Wilmington Savings Fund Society, FSB | 992 | $31.3K | −$1.06K | Cut−$1.06K |
| Asset Dedication, LLC | 664 | $21K | — | New |
| Advisory Services Network, LLC | 612 | $19.3K | — | New |
| CVA Family Office, LLC | 464 | $14.7K | −$496 | Cut−$496 |
| Hilltop National Bank | 370 | $11.7K | −$396 | Cut−$396 |
| Blue Trust, Inc. | 368 | $11.6K | −$394 | Cut−$394 |
| SJS Investment Consulting Inc. | 231 | $7.3K | −$247 | Cut−$247 |
| First Pacific Financial | 230 | $7.26K | −$242 | Cut−$179 |
| SHP Wealth Management | 221 | $6.98K | −$237 | Cut−$237 |
| Thomas J. Herzfeld Advisors, Inc. | 195 | $6.17K | −$185 | Cut−$153 |
| IFP Advisors, Inc | 180 | $5.69K | −$193 | Cut−$193 |
| Stone House Investment Management, LLC | 147 | $4.65K | −$147 | Cut−$115 |
| Sound Income Strategies, LLC | 145 | $4.65K | −$95 | Added$1.83K |
| Strategic Investment Solutions, Inc. /IL | 134 | $4.23K | −$143 | Cut−$143 |
| Western Wealth Management, LLC | 93 | $2.93K | — | New |
| Cambridge Investment Research Advisors, Inc. | 48.4K | $1.53K | −$52 | Cut−$58 |
| Stolper Co | 18.4K | $847 | $244 | Cut−$1.17K |
| Thrivent Financial for Lutherans | 25.9K | $819 | −$28 | Cut−$28 |
| Center for Financial Planning, Inc. | 25 | $790 | −$27 | Cut−$27 |
| First PREMIER Bank | 16.6K | $524 | −$17 | Cut−$17 |
| DELTA CAPITAL MANAGEMENT LLC | 13.3K | $421 | −$15 | Cut−$15 |
| BESSEMER GROUP INC | 5K | $157 | −$3 | Added$66 |
| Hanson & Doremus Investment Management | 929 | $29 | — | New |
| CX Institutional | 602 | $19 | −$0 | Held |
Who left
- JANE STREET GROUP, LLC$560.8K
- TIAA TRUST, NATIONAL ASSOCIATION$331K
- Choate Investment Advisors$214.8K
- Closed-End Fund Advisors, Inc.$207K
- Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$204.8K
- Mezzasalma Advisors, LLC$203.9K
- RETIREMENT INCOME SOLUTIONS, INC$202.9K
- Commonwealth Retirement Investments LLC$29.4K
- NewEdge Advisors, LLC$4.49K
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.