CHARLOTTE, NC
ALLSPRING UTILITIES & HIGH INCOME FUNDERH— Latest position per institution from SEC 13F filings
15
Institutional holders
1.78M
Total shares held
18.76M
Estimated value
89.21K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
497.67K
Value
6.02M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
318.46K
Value
3.85M
Filed
Mar 31, 2026
AXXCESS WEALTH MANAGEMENT, LLC
CIK 1911056
Shares
247.36K
Value
2.34M
Filed
Mar 31, 2024
COHEN & STEERS, INC.
CIK 1284812
Shares
133.16K
Value
1.61K
Filed
Mar 31, 2026
ZIMMER PARTNERS, LP
CIK 1565854
Shares
128.80K
Value
1.56M
Filed
Mar 31, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
89.59K
Value
1.08M
Filed
Mar 31, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
55.12K
Value
712.11K
Filed
Dec 31, 2025
WOODLINE PARTNERS LP
CIK 1784547
Shares
49.79K
Value
435.14K
Filed
Sep 30, 2023
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
37.49K
Value
401.88K
Filed
Dec 31, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
27.64K
Value
334.50K
Filed
Mar 31, 2026
LEVEL FOUR ADVISORY SERVICES, LLC
CIK 1696715
Shares
25.36K
Value
306.80K
Filed
Mar 31, 2026
CETERA ADVISORS LLC
CIK 1534400
Shares
24.64K
Value
226.93K
Filed
Dec 31, 2023
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
24.11K
Value
291.70K
Filed
Mar 31, 2026
AVANTAX ADVISORY SERVICES, INC.
CIK 1303042
Shares
21.51K
Value
248.42K
Filed
Jun 30, 2025
BRIDGE ADVISORY, LLC
CIK 1847956
Shares
20.55K
Value
189.22K
Filed
Dec 31, 2023
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
18.83K
Value
210.10K
Filed
Sep 30, 2024
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
16.58K
Value
200.58K
Filed
Mar 31, 2026
ARETE WEALTH ADVISORS, LLC
CIK 1600151
Shares
15.97K
Value
176.00
Filed
Mar 31, 2025
STIFEL FINANCIAL CORP
CIK 720672
Shares
15.86K
Value
176.95K
Filed
Sep 30, 2024
INNOVA WEALTH PARTNERS
CIK 1888831
Shares
15.66K
Value
174.78K
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 497.67K | 6.02M | Mar 31, 2026 |
| 2 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 318.46K | 3.85M | Mar 31, 2026 |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | 1911056 | 247.36K | 2.34M | Mar 31, 2024 |
| 4 | COHEN & STEERS, INC. | 1284812 | 133.16K | 1.61K | Mar 31, 2026 |
| 5 | ZIMMER PARTNERS, LP | 1565854 | 128.80K | 1.56M | Mar 31, 2026 |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 89.59K | 1.08M | Mar 31, 2026 |
| 7 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 55.12K | 712.11K | Dec 31, 2025 |
| 8 | WOODLINE PARTNERS LP | 1784547 | 49.79K | 435.14K | Sep 30, 2023 |
| 9 | LOGAN STONE CAPITAL, LLC | 1535521 | 37.49K | 401.88K | Dec 31, 2024 |
| 10 | LPL FINANCIAL LLC | 1403438 | 27.64K | 334.50K | Mar 31, 2026 |
| 11 | LEVEL FOUR ADVISORY SERVICES, LLC | 1696715 | 25.36K | 306.80K | Mar 31, 2026 |
| 12 | CETERA ADVISORS LLC | 1534400 | 24.64K | 226.93K | Dec 31, 2023 |
| 13 | CETERA INVESTMENT ADVISERS | 1666741 | 24.11K | 291.70K | Mar 31, 2026 |
| 14 | AVANTAX ADVISORY SERVICES, INC. | 1303042 | 21.51K | 248.42K | Jun 30, 2025 |
| 15 | BRIDGE ADVISORY, LLC | 1847956 | 20.55K | 189.22K | Dec 31, 2023 |
| 16 | CORNERSTONE ADVISORS, LLC | 1775446 | 18.83K | 210.10K | Sep 30, 2024 |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 16.58K | 200.58K | Mar 31, 2026 |
| 18 | ARETE WEALTH ADVISORS, LLC | 1600151 | 15.97K | 176.00 | Mar 31, 2025 |
| 19 | STIFEL FINANCIAL CORP | 720672 | 15.86K | 176.95K | Sep 30, 2024 |
| 20 | INNOVA WEALTH PARTNERS | 1888831 | 15.66K | 174.78K | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.