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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 834,140 | $9.01M | +296,625 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 550,909 | $5.95M | -124,304 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 306,456 | $3.31M | +30,078 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 265,138 | $2.86M | +12,149 | ↑ INC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 187,227 | $2.06M | +45,632 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 183,901 | $1.99M | +32,424 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 169,349 | $1.83M | +10,641 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 139,099 | $1.50M | +8,376 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 123,577 | $1.33M | +120,507 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 122,430 | $1.32M | +40,624 | ↑ INC |
UBS Group AGCIK 0001610520 | 116,644 | $1.26M | -13,856 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 75,452 | $814.88K | -22,876 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 69,143 | $746.74K | -5,500 | ↓ DEC |
1776 Wealth LLCCIK 0001803140 | 37,890 | $409.21K | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 34,183 | $369.18K | +146 | ↑ INC |
CHOREO, LLCCIK 0001679031 | 33,547 | $362.31K | – | no_change |
NWF Advisory Services Inc.CIK 0002045735 | 32,823 | $354.49K | – | no_change |
OPPENHEIMER & CO INCCIK 0000822581 | 31,493 | $340.12K | +174 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 31,314 | $338.19K | +31,314 | NEW |
Cetera Investment AdvisersCIK 0001666741 | 30,268 | $326.89K | +784 | ↑ INC |
ECLECTIC ASSOCIATES INC /ADVCIK 0000743482 | 30,056 | $324.61K | +12,964 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 28,589 | $312.77K | +12,974 | ↑ INC |
Kapstone Financial Advisors LLCCIK 0001966087 | 28,640 | $309.31K | +3,315 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 24,727 | $267.05K | +10,759 | ↑ INC |
Entruity Wealth, LLCCIK 0001719303 | 23,130 | $249.80K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↑ INC | +296,625 | $9.01M |
Rockefeller Capital Management L.P.↑ INC | +120,507 | $1.33M |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↑ INC | +45,632 | $2.06M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +40,624 | $1.32M |
ROYAL BANK OF CANADA↑ INC | +32,424 | $1.99M |
HighTower Advisors, LLCNEW | +31,314 | $338.19K |
Hennion & Walsh Asset Management, Inc.↑ INC | +30,078 | $3.31M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↑ INC | +12,974 | $312.77K |
ECLECTIC ASSOCIATES INC /ADV↑ INC | +12,964 | $324.61K |
LPL Financial LLC↑ INC | +12,149 | $2.86M |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -124,304 | $5.95M |
Penserra Capital Management LLC↓ DEC | -55,766 | $7.33K |
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -47,928 | $129.79K |
Quarry LP↓ DEC | -29,344 | $54.08K |
GUGGENHEIM CAPITAL LLC↓ DEC | -22,876 | $814.88K |
UBS Group AG↓ DEC | -13,856 | $1.26M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -5,500 | $746.74K |
Kovack Advisors, Inc.↓ DEC | -4,678 | $233.97K |
CoreCap Advisors, LLC↓ DEC | -1,758 | $102.33K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -1,381 | $160.89K |