AFB — Institutional owners (13F)

92 filers · $192.4M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Karpus Management, Inc. $41,113,219 3,603,262 21.36% Shares
Pathstone Holdings, LLC $32,895,898 2,883,076 17.09% Shares
Allspring Global Investments Holdings, LLC $16,099,042 1,410,959 8.37% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $11,954,531 1,047,724 6.21% Shares
MORGAN STANLEY $10,858,241 951,641 5.64% Shares
KEYBANK NATIONAL ASSOCIATION/OH $10,843,681 950,366 5.63% Shares
GUGGENHEIM CAPITAL LLC $7,795,289 683,198 4.05% Shares
Advisors Asset Management, Inc. $7,572,875 699,896 3.94% Shares
WELLS FARGO & COMPANY/MN $5,662,674 496,291 2.94% Shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $4,263,232 373,640 2.22% Shares
RAYMOND JAMES FINANCIAL INC $3,440,507 301,535 1.79% Shares
VAN ECK ASSOCIATES CORP $3,070,066 269,068 1.60% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $3,028,899 265,460 1.57% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,203,480 193,118 1.15% Shares
Altium Capital Management LLC $1,998,884 175,187 1.04% Shares
Rareview Capital LLC $1,752,448 169,976 0.91% Shares
Fiera Capital Corp $1,623,643 142,300 0.84% Shares
Indiana Trust & Investment Management Co $1,563,170 137,000 0.81% Shares
Bank of New York Mellon Corp $1,535,876 134,608 0.80% Shares
Dakota Wealth Management $1,532,055 134,273 0.80% Shares
Almitas Capital LLC $1,380,530 120,993 0.72% Shares
LPL Financial LLC $1,162,109 101,850 0.60% Shares
RIVERBRIDGE PARTNERS LLC $1,002,224 87,837 0.52% Shares
&PARTNERS $991,374 86,886 0.52% Shares
Invesco Ltd. $920,057 80,636 0.48% Shares
Capital Investment Advisors, LLC $780,980 68,447 0.41% Shares
Integrated Wealth Concepts LLC $766,581 67,185 0.40% Shares
ENVESTNET ASSET MANAGEMENT INC $718,227 62,947 0.37% Shares
Summit Trail Advisors, LLC $704,087 61,708 0.37% Shares
Closed-End Fund Advisors, Inc. $692,461 60,689 0.36% Shares
Noble Wealth Management PBC $651,376 68,350 0.34% Shares
OSAIC HOLDINGS, INC. $615,784 53,969 0.32% Shares
PETRA FINANCIAL ADVISORS INC $605,129 53,035 0.31% Shares
MELFA WEALTH MANAGEMENT, INC. $543,715 47,652 0.28% Shares
BANK OF AMERICA CORP /DE/ $521,765 45,729 0.27% Shares
Creative Planning $510,965 44,782 0.27% Shares
KENNEDY INVESTMENT GROUP, INC. $446,976 39,174 0.23% Shares
HighTower Advisors, LLC $414,691 36,345 0.22% Shares
Arete Wealth Advisors, LLC $389,606 34,146 0.20% Shares
STIFEL FINANCIAL CORP $376,859 33,029 0.20% Shares
Thomas J. Herzfeld Advisors, Inc. $376,701 33,015 0.20% Shares
AMERIPRISE FINANCIAL INC $364,105 31,911 0.19% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $359,415 31,500 0.19% Shares
PNC Financial Services Group, Inc. $349,523 30,633 0.18% Shares
ProVise Management Group, LLC $346,362 30,356 0.18% Shares
Traub Capital Management LLC $324,968 28,481 0.17% Shares
CITADEL ADVISORS LLC $320,267 28,069 0.17% Shares
Wellspring Financial Advisors, LLC $310,249 27,191 0.16% Shares
Jupiter Wealth Management LLC $310,068 27,175 0.16% Shares
UBS Group AG $299,764 26,272 0.16% Shares
EVOLVE PRIVATE WEALTH, LLC $296,569 25,992 0.15% Shares
Catalina Capital Group, LLC $294,114 27,513 0.15% Shares
BALANCED WEALTH GROUP LLC $278,783 24,433 0.14% Shares
ROYAL BANK OF CANADA $243,000 21,315 0.13% Shares
Arax Advisory Partners $233,060 20,426 0.12% Shares
Financially in Tune, LLC $230,904 21,600 0.12% Shares
Smith Asset Management Co., LLC $207,696 18,203 0.11% Shares
Merit Financial Group, LLC $178,145 15,613 0.09% Shares
Cerity Partners LLC $178,133 15,612 0.09% Shares
Independent Advisor Alliance $170,785 14,968 0.09% Shares
CHOREO, LLC $161,269 14,134 0.08% Shares
US BANCORP \DE\ $145,900 12,787 0.08% Shares
SMH CAPITAL ADVISORS INC $139,249 12,204 0.07% Shares
Strategic Financial Concepts, LLC $130,573 11,444 0.07% Shares
River Street Advisors LLC $127,587 11,182 0.07% Shares
DUNCKER STREETT & CO INC $125,510 11,000 0.07% Shares
Ground Swell Capital, LLC $119,634 10,485 0.06% Shares
ACCREDITED INVESTOR SERVICES, LLC $114,579 10,042 0.06% Shares
Curi Capital, LLC $114,100 10,000 0.06% Shares
U.S. Capital Wealth Advisors, LLC $109,177 10,213 0.06% Shares
CAROLINAS WEALTH CONSULTING LLC $108,600 10,000 0.06% Shares
Allworth Financial LP $79,870 7,000 0.04% Shares
Global Retirement Partners, LLC $73,401 6,433 0.04% Shares
CITIGROUP INC $63,063 5,527 0.03% Shares
Pinnacle Wealth Planning Services, Inc. $25,844 2,265 0.01% Shares
Clear Street Group Inc. $23,322 2,044 0.01% Shares
Steward Partners Investment Advisory, LLC $20,994 1,840 0.01% Shares
ORG Partners LLC $16,965 1,568 0.01% Shares
Caldwell Trust Co $15,974 1,400 0.01% Shares
PRIVATE TRUST CO NA $12,551 1,100 0.01% Shares
CoreCap Advisors, LLC $8,991 788 0.00% Shares
WPG Advisers, LLC $7,154 627 0.00% Shares
SIT INVESTMENT ASSOCIATES INC $6,082 533,037 0.00% Shares
HARBOUR INVESTMENTS, INC. $5,705 500 0.00% Shares
Community Financial Services Group, LLC $2,300 200 0.00% Shares
GPS Wealth Strategies Group, LLC $1,831 169 0.00% Shares
LORD, ABBETT & CO. LLC $1,472 129,025 0.00% Shares
FIFTH THIRD BANCORP $961 84 0.00% Shares
COHEN & STEERS, INC. $890 78,000 0.00% Shares
COMERICA BANK $719 66 0.00% Shares
Virtu Financial LLC $184 16,120 0.00% Shares
HRT FINANCIAL LP $177 15,579 0.00% Shares