CHARLOTTE, NC
ALLSPRING INCOME OPPORTUNITIES FUNDEAD— Latest position per institution from SEC 13F filings
15
Institutional holders
15.56M
Total shares held
78.78M
Estimated value
778.20K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
3.93M
Value
25.48M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.74M
Value
11.24K
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
1.56M
Value
10.10M
Filed
Mar 31, 2026
PEAK PLANNING GROUP, LLC
CIK 2097384
Shares
1.14M
Value
7.41M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
1.04M
Value
6.77M
Filed
Mar 31, 2026
BRAMSHILL INVESTMENTS, LLC
CIK 1619899
Shares
982.58K
Value
6.41M
Filed
Dec 31, 2023
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
898.82K
Value
5.82M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
864.74K
Value
5.60K
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
567.60K
Value
3.71M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
393.98K
Value
2.55M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
385.98K
Value
2.50M
Filed
Mar 31, 2026
THRIVENT FINANCIAL FOR LUTHERANS
CIK 314984
Shares
326.90K
Value
2.12K
Filed
Mar 31, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
324.57K
Value
2.01K
Filed
Sep 30, 2022
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
305.18K
Value
1.98M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
224.08K
Value
1.45M
Filed
Mar 31, 2026
BROWN ADVISORY INC
CIK 1345929
Shares
204.65K
Value
1.33M
Filed
Mar 31, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
173.54K
Value
1.12M
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
168.99K
Value
1.09K
Filed
Mar 31, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
166.60K
Value
1.08M
Filed
Mar 31, 2026
MARKS GROUP WEALTH MANAGEMENT, INC
CIK 1802473
Shares
162.94K
Value
1.06M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 3.93M | 25.48M | Mar 31, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.74M | 11.24K | Mar 31, 2026 |
| 3 | PATHSTONE HOLDINGS, LLC | 2011612 | 1.56M | 10.10M | Mar 31, 2026 |
| 4 | PEAK PLANNING GROUP, LLC | 2097384 | 1.14M | 7.41M | Mar 31, 2026 |
| 5 | INVESCO LTD. | 914208 | 1.04M | 6.77M | Mar 31, 2026 |
| 6 | BRAMSHILL INVESTMENTS, LLC | 1619899 | 982.58K | 6.41M | Dec 31, 2023 |
| 7 | GUGGENHEIM CAPITAL LLC | 1283072 | 898.82K | 5.82M | Mar 31, 2026 |
| 8 | COHEN & STEERS, INC. | 1284812 | 864.74K | 5.60K | Mar 31, 2026 |
| 9 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 567.60K | 3.71M | Mar 31, 2026 |
| 10 | UBS GROUP AG | 1610520 | 393.98K | 2.55M | Mar 31, 2026 |
| 11 | LPL FINANCIAL LLC | 1403438 | 385.98K | 2.50M | Mar 31, 2026 |
| 12 | THRIVENT FINANCIAL FOR LUTHERANS | 314984 | 326.90K | 2.12K | Mar 31, 2026 |
| 13 | GRANITESHARES ADVISORS LLC | 1839545 | 324.57K | 2.01K | Sep 30, 2022 |
| 14 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 305.18K | 1.98M | Mar 31, 2026 |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 224.08K | 1.45M | Mar 31, 2026 |
| 16 | BROWN ADVISORY INC | 1345929 | 204.65K | 1.33M | Mar 31, 2026 |
| 17 | PRINCIPAL SECURITIES, INC. | 12600 | 173.54K | 1.12M | Mar 31, 2026 |
| 18 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 168.99K | 1.09K | Mar 31, 2026 |
| 19 | FIERA CAPITAL CORP | 1505817 | 166.60K | 1.08M | Mar 31, 2026 |
| 20 | MARKS GROUP WEALTH MANAGEMENT, INC | 1802473 | 162.94K | 1.06M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.