First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 12,582,704 | $64.17M | -95,251 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 3,266,252 | $16.66M | +245,365 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 1,035,965 | $5.28M | -1,047,922 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 958,833 | $4.90M | +66,708 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 610,979 | $3.12M | +75,075 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 589,777 | $3.01M | -115,052 | ↓ DEC |
KENNEDY INVESTMENT GROUP, INC.CIK 0001978005 | 529,153 | $2.70M | -50,069 | ↓ DEC |
UBS Group AGCIK 0001610520 | 485,971 | $2.48M | -19,460 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 482,719 | $2.46M | +67,472 | ↑ INC |
Quarry LPCIK 0001965207 | 432,341 | $2.20M | -334,691 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 388,341 | $1.98M | -26,310 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 348,095 | $1.78M | -27,827 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 326,311 | $1.66M | -267,743 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 236,313 | $1.21M | -12,011 | ↓ DEC |
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855 | 203,971 | $1.04M | -9,201 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 169,195 | $862.00K | -3,652 | ↓ DEC |
Arlington Capital Management, Inc.CIK 0001606507 | 161,911 | $825.75K | +6,275 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 144,014 | $734.47K | -4,291 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 142,635 | $727.44K | +27,911 | ↑ INC |
Founders Financial Alliance, LLCCIK 0001832190 | 140,492 | $716.51K | +11,976 | ↑ INC |
Sowell Financial Services LLCCIK 0001633697 | 125,568 | $640.40K | -235 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 108,704 | $554.39K | +559 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 108,207 | $551.86K | -270,953 | ↓ DEC |
Savvy Advisors, Inc.CIK 0002003633 | 103,502 | $527.86K | -6,920 | ↓ DEC |
North Ground CapitalCIK 0002055446 | 100,000 | $510.00K | -229,148 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +245,365 | $16.66M |
RAYMOND JAMES FINANCIAL INC↑ INC | +75,075 | $3.12M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +67,472 | $2.46M |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↑ INC | +66,708 | $4.90M |
CENTRAL TRUST CoNEW | +49,804 | $254.00K |
Permanens Capital L.P.↑ INC | +33,050 | $308.81K |
Cambridge Investment Research Advisors, Inc.↑ INC | +29,170 | $1.01K |
Invesco Ltd.↑ INC | +27,911 | $727.44K |
XTX Topco Ltd↑ INC | +27,861 | $215.65K |
Kovack Advisors, Inc.↑ INC | +25,978 | $315.28K |
| Filer | Δ Shares | Value |
|---|---|---|
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -1,047,922 | $5.28M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -445,162 | $16.09K |
Quarry LP↓ DEC | -334,691 | $2.20M |
JANE STREET GROUP, LLC↓ DEC | -270,953 | $551.86K |
Shaker Financial Services, LLC↓ DEC | -267,743 | $1.66M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -230,473 | $95.71K |
North Ground Capital↓ DEC | -229,148 | $510.00K |
Independent Advisor Alliance↓ DEC | -177,110 | $106.70K |
Penserra Capital Management LLC↓ DEC | -137,803 | $17.44K |
LPL Financial LLC↓ DEC | -115,052 | $3.01M |