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 | 2,001,279 | $44.75M | -222,639 | ↓ DEC |
Equitable Holdings, Inc.CIK 0001333986 | 933,720 | $20.88M | +238,759 | ↑ INC |
UBS Group AGCIK 0001610520 | 702,522 | $15.71M | -61,621 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 318,387 | $7.12M | +17,058 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 285,494 | $6.38M | -104,983 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 220,754 | $4.94M | +122,075 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 181,060 | $4.05M | -3,892 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 148,654 | $3.32M | +6,065 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 134,779 | $3.01M | -34,093 | ↓ DEC |
FIFTH THIRD BANCORPCIK 0000035527 | 122,523 | $2.74M | +122,508 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 93,298 | $2.09M | +7,756 | ↑ INC |
&PARTNERSCIK 0000107136 | 88,480 | $1.98M | +54,426 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 83,288 | $1.86M | +2,960 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 80,124 | $1.79M | +69,585 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 74,598 | $1.67M | +7,498 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 59,483 | $1.33M | -8,855 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 58,654 | $1.31M | -995 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 54,339 | $1.23M | -1,000 | ↓ DEC |
Advisory Advocates, LLCCIK 0002111697 | 54,561 | $1.22M | +6,100 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 53,977 | $1.21M | -1,097 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 50,907 | $1.14M | -2,780 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 49,323 | $1.10M | +530 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 49,033 | $1.10M | +400 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 47,991 | $1.07M | +1,659 | ↑ INC |
Old Port AdvisorsCIK 0001744348 | 46,871 | $1.05M | -1,988 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Equitable Holdings, Inc.↑ INC | +238,759 | $20.88M |
FIFTH THIRD BANCORP↑ INC | +122,508 | $2.74M |
AMERIPRISE FINANCIAL INC↑ INC | +122,075 | $4.94M |
MILLENNIUM MANAGEMENT LLC↑ INC | +69,585 | $1.79M |
&PARTNERS↑ INC | +54,426 | $1.98M |
JANE STREET GROUP, LLC↑ INC | +20,103 | $690.75K |
LPL Financial LLC↑ INC | +17,058 | $7.12M |
SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | +14,500 | $324.22K |
Kestra Advisory Services, LLC↑ INC | +8,512 | $613.02K |
Hennion & Walsh Asset Management, Inc.↑ INC | +7,756 | $2.09M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -222,639 | $44.75M |
STIFEL FINANCIAL CORP↓ DEC | -104,983 | $6.38M |
UBS Group AG↓ DEC | -61,621 | $15.71M |
Shaker Financial Services, LLC↓ DEC | -54,029 | $509.81K |
FIRST TRUST ADVISORS LP↓ DEC | -34,093 | $3.01M |
Closed-End Fund Advisors, Inc.↓ DEC | -19,897 | $577.24K |
Capital Investment Advisors, LLC↓ DEC | -8,855 | $1.33M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -3,892 | $4.05M |
Geneos Wealth Management Inc.↓ DEC | -3,633 | $1.97K |
CoreCap Advisors, LLC↓ DEC | -3,260 | $78.26K |