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 | 1,598,699 | $17.84M | +64,378 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 860,064 | $9.60M | +60,691 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 743,063 | $8.29M | -41,975 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 690,549 | $7.71M | -98,198 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 543,111 | $6.06M | +56,834 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 536,305 | $5.99M | -30,700 | ↓ DEC |
Koshinski Asset Management, Inc.CIK 0001633389 | 472,817 | $5.28M | +7,659 | ↑ INC |
Arete Wealth Advisors, LLCCIK 0001600151 | 317,688 | $3.55M | +9,640 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 286,777 | $3.20M | -13,384 | ↓ DEC |
FCA CORP /TXCIK 0001166402 | 239,080 | $2.67M | +7,855 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 226,812 | $2.53M | +8,953 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 164,124 | $1.83M | +767 | ↑ INC |
Cyndeo Wealth Partners, LLCCIK 0001950947 | 153,126 | $1.71M | +14,981 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 152,998 | $1.71M | +144,442 | ↑ INC |
Creative PlanningCIK 0001540235 | 140,964 | $1.57M | +284 | ↑ INC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 106,373 | $1.19M | +1,793 | ↑ INC |
UBS Group AGCIK 0001610520 | 104,300 | $1.16M | -553 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 100,092 | $1.12M | -17,586 | ↓ DEC |
Formidable Asset Management, LLCCIK 0001592613 | 75,204 | $943.06K | -14,112 | ↓ DEC |
&PARTNERSCIK 0000107136 | 73,046 | $815.19K | -8,575 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 69,087 | $771.01K | -1,806 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 68,391 | $763.24K | +9,389 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 66,265 | $739.51K | -1,028 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 60,458 | $674.71K | -9,484 | ↓ DEC |
PFG Investments, LLCCIK 0001973224 | 56,583 | $631.46K | +283 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +144,442 | $1.71M |
RAYMOND JAMES FINANCIAL INC↑ INC | +64,378 | $17.84M |
WELLS FARGO & COMPANY/MN↑ INC | +60,691 | $9.60M |
MORGAN STANLEY↑ INC | +56,834 | $6.06M |
MILLENNIUM MANAGEMENT LLCNEW | +53,470 | $596.73K |
HRT FINANCIAL LPNEW | +25,714 | $286.00 |
FIFTH THIRD BANCORPNEW | +18,942 | $211.39K |
Kestra Advisory Services, LLC↑ INC | +16,940 | $294.97K |
Shaker Financial Services, LLC↑ INC | +15,496 | $406.56K |
Cyndeo Wealth Partners, LLC↑ INC | +14,981 | $1.71M |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -645,399 | $7.34K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -303,896 | $23.81K |
Advisors Asset Management, Inc.↓ DEC | -98,198 | $7.71M |
GUGGENHEIM CAPITAL LLC↓ DEC | -41,975 | $8.29M |
LPL Financial LLC↓ DEC | -30,700 | $5.99M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -27,072 | $331.75K |
Calamos Advisors LLC↓ DEC | -22,860 | $138.63K |
CoreCap Advisors, LLC↓ DEC | -21,765 | $16.74K |
OSAIC HOLDINGS, INC.↓ DEC | -17,586 | $1.12M |
Formidable Asset Management, LLC↓ DEC | -14,112 | $943.06K |