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 |
|---|---|---|---|---|
CIBC Bancorp USA Inc.CIK 0001711924 | 3,707,220 | $128.15M | +213,178 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 2,161,023 | $75.79M | -184,000 | ↓ DEC |
Equitable Holdings, Inc.CIK 0001333986 | 1,281,580 | $38.33M | +85,520 | ↑ INC |
KEYBANK NATIONAL ASSOCIATION/OHCIK 0001089877 | 594,755 | $20.56M | -53,590 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 509,228 | $17.60M | +7,238 | ↑ INC |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCCIK 0001005607 | 367,952 | $12.72M | -677 | ↓ DEC |
Waverly Advisors, LLCCIK 0001568787 | 353,743 | $12.23M | -77,800 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 342,169 | $11.83M | +14,231 | ↑ INC |
NICOLET BANKSHARES INCCIK 0001174850 | 330,377 | $11.32M | +187,085 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 267,872 | $9.26M | -12,159 | ↓ DEC |
FF Advisors,LLCCIK 0002011904 | 198,481 | $6.78M | +22,383 | ↑ INC |
Vident Advisory, LLCCIK 0001744347 | 194,118 | $6.71M | +47,937 | ↑ INC |
MAI Capital ManagementCIK 0001040197 | 171,537 | $5.93M | -1,938 | ↓ DEC |
NOESIS CAPITAL MANGEMENT CORPCIK 0001262677 | 156,522 | $5.41M | -1,220 | ↓ DEC |
LAKE STREET PRIVATE WEALTH, LLCCIK 0001772031 | 147,010 | $5.08M | +2,200 | ↑ INC |
RPg Family Wealth Advisory, LLCCIK 0001569884 | 120,578 | $4.17M | +120,578 | NEW |
Risk Paradigm Group, LLCCIK 0001569886 | 112,148 | $3.88M | +11,075 | ↑ INC |
EVERETT HARRIS & CO /CA/CIK 0001009254 | 98,745 | $3.41M | -2,145 | ↓ DEC |
UNITED CAPITAL FINANCIAL ADVISORS, LLCCIK 0001463217 | 92,000 | $3.18M | – | no_change |
Smallwood Wealth Investment Management, LLCCIK 0001921304 | 91,902 | $3.18M | -178 | ↓ DEC |
Americana Partners, LLCCIK 0001797678 | 70,982 | $2.45M | +2,433 | ↑ INC |
Argyle Capital Partners, LLCCIK 0002079995 | 70,604 | $2.44M | -3,251 | ↓ DEC |
My Personal CFO, LLCCIK 0001916366 | 62,124 | $2.15M | – | no_change |
UBS Group AGCIK 0001610520 | 61,700 | $2.13M | +61,232 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 55,142 | $1.91M | +220 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
CIBC Bancorp USA Inc.↑ INC | +213,178 | $128.15M |
NICOLET BANKSHARES INC↑ INC | +187,085 | $11.32M |
RPg Family Wealth Advisory, LLCNEW | +120,578 | $4.17M |
Equitable Holdings, Inc.↑ INC | +85,520 | $38.33M |
UBS Group AG↑ INC | +61,232 | $2.13M |
Vident Advisory, LLC↑ INC | +47,937 | $6.71M |
Value Investment Professionals, LLCNEW | +28,495 | $985.08K |
FF Advisors,LLC↑ INC | +22,383 | $6.78M |
GOLDMAN SACHS GROUP INC↑ INC | +14,231 | $11.83M |
Risk Paradigm Group, LLC↑ INC | +11,075 | $3.88M |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -184,000 | $75.79M |
Waverly Advisors, LLC↓ DEC | -77,800 | $12.23M |
KEYBANK NATIONAL ASSOCIATION/OH↓ DEC | -53,590 | $20.56M |
Crestwood Advisors Group, LLC↓ DEC | -14,311 | $515.54K |
Parkside Financial Bank & Trust↓ DEC | -13,940 | $963.95K |
Baird Financial Group, Inc.↓ DEC | -12,159 | $9.26M |
COMMERCE BANK↓ DEC | -6,490 | $885.68K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -6,218 | $247.73K |
Creative Planning↓ DEC | -5,240 | $849.56K |
Argyle Capital Partners, LLC↓ DEC | -3,251 | $2.44M |