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 |
|---|---|---|---|---|
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,588,639 | $19.32M | -71,836 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 508,884 | $6.19M | +14,523 | ↑ INC |
AdvisorNet Financial, IncCIK 0001409362 | 502,990 | $6.12M | +17,969 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 416,398 | $5.06M | -30,066 | ↓ DEC |
FOUNDATIONS INVESTMENT ADVISORS, LLCCIK 0001743404 | 379,595 | $4.62M | -49,839 | ↓ DEC |
United Advisor Group, LLCCIK 0002004873 | 358,857 | $4.36M | +8,860 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 335,672 | $4.08M | -4,389 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 331,238 | $4.03M | +86,741 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 324,669 | $3.95M | -14,910 | ↓ DEC |
NewEdge Wealth, LLCCIK 0001861796 | 257,244 | $3.13M | +13,260 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 248,648 | $3.02M | -6,471 | ↓ DEC |
Huntleigh Advisors, Inc.CIK 0001367653 | 227,058 | $2.76M | +10,433 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 197,693 | $2.40M | +89,047 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 189,473 | $2.30M | -1,104 | ↓ DEC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 146,460 | $1.78M | -23,132 | ↓ DEC |
Farther Finance Advisors, LLCCIK 0001992825 | 146,491 | $1.78M | +40,996 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 140,770 | $1.71M | +38,856 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 130,660 | $1.59M | +61,904 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 115,080 | $1.40M | +5,263 | ↑ INC |
ICON ADVISERS INC/COCIK 0001058470 | 97,237 | $1.18M | +97,237 | NEW |
Curated Wealth Partners LLCCIK 0001781284 | 88,053 | $1.07M | +145 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 81,125 | $986.48K | -51,064 | ↓ DEC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 60,732 | $738.50K | -3,549 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 49,332 | $600.00K | -2,910 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 48,789 | $593.28K | +8,050 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLCNEW | +409,927 | $4.98K |
ICON ADVISERS INC/CONEW | +97,237 | $1.18M |
Logan Stone Capital, LLC↑ INC | +89,047 | $2.40M |
Shaker Financial Services, LLC↑ INC | +86,741 | $4.03M |
RAYMOND JAMES FINANCIAL INC↑ INC | +61,904 | $1.59M |
Farther Finance Advisors, LLC↑ INC | +40,996 | $1.78M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +38,856 | $1.71M |
AdvisorNet Financial, Inc↑ INC | +17,969 | $6.12M |
MORGAN STANLEY↑ INC | +14,523 | $6.19M |
NewEdge Wealth, LLC↑ INC | +13,260 | $3.13M |
| Filer | Δ Shares | Value |
|---|---|---|
STIFEL FINANCIAL CORP↓ DEC | -141,897 | $490.09K |
WELLS FARGO & COMPANY/MN↓ DEC | -71,836 | $19.32M |
BANK OF AMERICA CORP /DE/↓ DEC | -51,064 | $986.48K |
FOUNDATIONS INVESTMENT ADVISORS, LLC↓ DEC | -49,839 | $4.62M |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -33,978 | $139.89K |
UBS Group AG↓ DEC | -32,275 | $262.13K |
GUGGENHEIM CAPITAL LLC↓ DEC | -30,066 | $5.06M |
&PARTNERS↓ DEC | -27,691 | $485.39K |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -23,132 | $1.78M |
OSAIC HOLDINGS, INC.↓ DEC | -19,676 | $381.25K |