Stock
Reported value
$135.3M
Holders
91
+11 new · −7 exited
Holders’ est. mark
−$1.66M
Price effect on 80 books still in the name
Largest holder
$41.8M
RIVERNORTH CAPITAL MANAGEMENT, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 4.39M | $41.8M | −$570.3K | Cut−$13.9M |
| MORGAN STANLEY | 1.89M | $18M | −$209.9K | Added$2.41M |
| GUGGENHEIM CAPITAL LLC | 1.12M | $10.6M | −$145.4K | Cut−$926.5K |
| UBS Group AG | 832.5K | $7.93M | −$108.2K | Cut−$637.8K |
| LPL Financial LLC | 813.3K | $7.74M | −$105.7K | Cut−$1.53M |
| RAYMOND JAMES FINANCIAL INC | 566.1K | $5.39M | −$44.9K | Added$2.05M |
| WELLS FARGO & COMPANY/MN | 461.8K | $4.4M | −$57.7K | Added$115.1K |
| Hennion & Walsh Asset Management, Inc. | 279K | $2.66M | — | New |
| BANK OF AMERICA CORP /DE/ | 228.1K | $2.17M | −$26.4K | Added$214K |
| MACKAY SHIELDS LLC | 208.8K | $1.99M | −$27.1K | Cut−$1.15M |
| Advisors Asset Management, Inc. | 199.4K | $1.9M | −$25.9K | Cut−$39.9K |
| Baird Financial Group, Inc. | 169.4K | $1.61M | −$22K | Cut−$41.9K |
| Fiera Capital Corp | 166K | $1.58M | — | New |
| Invesco Ltd. | 162.8K | $1.55M | −$21.2K | Cut−$526.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 150.3K | $1.43M | −$19.3K | Cut−$3.5K |
| Capital Investment Advisors, LLC | 145.8K | $1.39M | −$19K | Cut−$34.4K |
| JFS WEALTH ADVISORS, LLC | 145.3K | $1.38M | −$18.9K | Cut−$17.1K |
| Steward Partners Investment Advisory, LLC | 140.5K | $1.34M | −$18.1K | Cut−$8.19K |
| STIFEL FINANCIAL CORP | 128.9K | $1.23M | −$16.8K | Cut−$15.2K |
| ROBINSON CAPITAL MANAGEMENT, LLC | 125K | $1.2M | −$1.25K | Cut−$4.47M |
| Wealth Alliance Advisory Group, LLC | 120.1K | $1.14M | −$10.6K | Added$359.5K |
| Cetera Investment Advisers | 101K | $962K | −$10.4K | Added$191.7K |
| Rareview Capital LLC | 96.1K | $879.7K | −$3 | Cut−$1.76M |
| IBEX WEALTH ADVISORS | 89.2K | $849.4K | −$11.6K | Cut−$25.3K |
| Stratos Wealth Advisors, LLC | 88.7K | $844.7K | −$11.5K | Cut−$1.03M |
| Whipplewood Advisors, LLC | 88.7K | $844.7K | −$11.5K | Cut−$22.3K |
| ROYAL BANK OF CANADA | 85.9K | $817K | −$10.8K | Added$65K |
| SEAMOUNT FINANCIAL GROUP INC | 73.7K | $701.5K | −$9.58K | Cut−$47.9K |
| Summit Trail Advisors, LLC | 72.3K | $688.2K | — | New |
| AMERIPRISE FINANCIAL INC | 72.1K | $686.6K | −$7.77K | Added$109.2K |
| SMITH, MOORE & CO. | 71.6K | $681.4K | −$9.31K | Cut−$775.5K |
| Tyche Wealth Partners LLC | 69.4K | $661K | −$9.02K | Cut−$8.85K |
| OPPENHEIMER & CO INC | 50.1K | $477K | −$6.43K | Cut−$531 |
| Madison Park Capital Advisors, LLC | 45.2K | $430.6K | −$5.54K | Added$19.5K |
| Concurrent Investment Advisors, LLC | 43.3K | $412.6K | −$5.22K | Added$24.8K |
| Independent Advisor Alliance | 42.5K | $405.1K | — | New |
| Rockefeller Capital Management L.P. | 41.7K | $396.9K | −$5.33K | Added$1.02K |
| Stratos Wealth Partners, LTD. | 36.4K | $346.1K | −$3.69K | Added$72.2K |
| MELFA WEALTH MANAGEMENT, INC. | 33.5K | $319.3K | −$4.36K | Cut−$4.36K |
| PNC Financial Services Group, Inc. | 32.8K | $312.3K | −$4.26K | Cut−$7.63K |
| Nuveen, LLC | 32.6K | $310.6K | −$4.24K | Cut−$4.24K |
| &PARTNERS | 31.3K | $298.2K | −$4.07K | Cut−$26.5K |
| Prospera Financial Services Inc | 31K | $295K | −$3.37K | Added$44.1K |
| World Investment Advisors | 27.3K | $259.6K | — | New |
| PFG Investments, LLC | 26.6K | $253.2K | −$3.46K | Cut−$12.1K |
| JANE STREET GROUP, LLC | 24.4K | $232.1K | −$3.17K | Cut−$198.3K |
| Compass Financial Group, INC/SD | 24.3K | $231.8K | −$3.17K | Cut−$3.17K |
| HUNTINGTON NATIONAL BANK | 22.5K | $214.3K | −$2.27K | Added$46.1K |
| HARBOUR INVESTMENTS, INC. | 22.3K | $212.4K | — | New |
| Wealthcare Advisory Partners LLC | 21.4K | $203.7K | −$2.5K | Added$17.7K |
| OSAIC HOLDINGS, INC. | 20.2K | $192.2K | −$2.63K | Cut−$1.85K |
| Penbrook Management LLC | 20K | $190.4K | −$2.6K | Cut−$2.6K |
| CHOREO, LLC | 16.7K | $159.3K | −$2.58K | Added$35.4K |
| Tradewinds Capital Management, LLC | 15.9K | $151.7K | −$2.07K | Cut−$2.07K |
| Institute for Wealth Management, LLC. | 15.4K | $146.6K | −$2K | Cut−$2K |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 14.6K | $139.3K | −$1.9K | Cut−$1.9K |
| Lido Advisors, LLC | 14.6K | $138.8K | −$1.9K | Cut−$1.9K |
| Sowell Financial Services LLC | 14K | $133.3K | −$1.82K | Cut−$1.82K |
| Cresset Asset Management, LLC | 13.5K | $128.5K | −$1.76K | Cut−$1.75K |
| HighTower Advisors, LLC | 12.8K | $121.8K | −$1.53K | Added$8.47K |
| Sanctuary Advisors, LLC | 12K | $114.3K | −$1.56K | Cut−$1.56K |
| Kestra Advisory Services, LLC | 11.6K | $110.4K | −$1.5K | Cut−$679 |
| NCM Capital Management, LLC | 11.5K | $109.3K | — | New |
| FIRST TRUST ADVISORS LP | 11.4K | $108.4K | −$1.45K | Added$1.19K |
| AlphaCore Capital LLC | 11.4K | $108.4K | −$1.45K | Added$619 |
| Vericrest Private Wealth | 11.3K | $107.7K | −$1.47K | Cut−$61.6K |
| Perennial Investment Advisors, LLC | 11.2K | $106.3K | −$1.45K | Cut−$867 |
| Financial Engines Advisors L.L.C. | 11K | $104.7K | −$1.43K | Cut−$1.43K |
| MAI Capital Management | 5.11K | $48.6K | −$663 | Cut−$663 |
| TRUST CO OF TOLEDO NA /OH/ | 4.12K | $39.2K | −$535 | Cut−$535 |
| Community Bank, N.A. | 4K | $38.1K | −$520 | Cut−$520 |
| Advisory Services Network, LLC | 3.65K | $34.7K | — | New |
| PRIVATE TRUST CO NA | 2.54K | $24.1K | −$329 | Cut−$329 |
| Pinnacle Wealth Planning Services, Inc. | 2.47K | $23.5K | −$243 | Added$5.51K |
| Prestige Wealth Management Group LLC | 1.84K | $17.5K | −$240 | Cut−$240 |
| HIGHLINE WEALTH PARTNERS LLC | 1K | $9.52K | −$130 | Cut−$130 |
| Spire Wealth Management | 800 | $7.62K | −$104 | Cut−$104 |
| BlackRock, Inc. | 761 | $7.25K | — | New |
| SIT INVESTMENT ASSOCIATES INC | 726.2K | $6.91K | −$95 | Cut−$95 |
| WPG Advisers, LLC | 684 | $6.51K | −$67 | Added$1.49K |
| RICHARDSON FINANCIAL SERVICES INC. | 595 | $5.66K | −$5.86K | Cut−$5.86K |
| IFP Advisors, Inc | 586 | $5.58K | −$62 | Added$995 |
| VAN ECK ASSOCIATES CORP | 449.5K | $4.28K | −$52 | Added$406 |
| North Star Investment Management Corp. | 354 | $3.37K | −$38 | Added$19 |
| CoreCap Advisors, LLC | 297 | $2.83K | −$39 | Cut−$2.9K |
| FIFTH THIRD BANCORP | 96 | $912 | — | New |
| Cambridge Investment Research Advisors, Inc. | 42.6K | $406 | −$5 | Cut−$7 |
| COHEN & STEERS, INC. | 25K | $238 | −$3 | Cut−$3 |
| Penserra Capital Management LLC | 1.48K | $14 | — | New |
| PIN OAK INVESTMENT ADVISORS INC | 1.19K | $11 | −$1 | Cut−$1 |
| ASSETMARK, INC | 1 | $6 | $0 | Held |
Who left
- NewEdge Advisors, LLC$2.17M
- Bank of New York Mellon Corp$790.1K
- StoneX Group Inc.$700.9K
- GOLDMAN SACHS GROUP INC$162.5K
- Wealthspire Advisors, LLC$111K
- Camelot Portfolios, LLC$21.3K
- Allworth Financial LP$8.2K
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.