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 | 1,046,205 | $11.56M | +1,046,205 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 439,275 | $4.85M | +439,275 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 209,860 | $2.32M | +209,860 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 186,512 | $2.06M | +186,512 | NEW |
NWF Advisory Services Inc.CIK 0002045735 | 142,814 | $1.58M | +142,814 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 118,292 | $1.31M | +118,292 | NEW |
Samalin Investment Counsel, LLCCIK 0001544366 | 105,045 | $1.16M | +105,045 | NEW |
Advisors Asset Management, Inc.CIK 0001297376 | 100,403 | $1.11M | +100,403 | NEW |
OneAscent Financial Services LLCCIK 0001780985 | 81,541 | $901.03K | +81,541 | NEW |
AlphaCore Capital LLCCIK 0001713662 | 81,308 | $898.45K | +81,308 | NEW |
LPL Financial LLCCIK 0001403438 | 77,796 | $859.64K | +77,796 | NEW |
Advisory Advocates, LLCCIK 0002111697 | 77,138 | $852.38K | +77,138 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 65,794 | $727.02K | +65,794 | NEW |
OPPENHEIMER & CO INCCIK 0000822581 | 61,711 | $681.91K | +61,711 | NEW |
Kestra Advisory Services, LLCCIK 0001830819 | 59,608 | $658.66K | +59,608 | NEW |
Baird Financial Group, Inc.CIK 0001648711 | 47,269 | $522.32K | +47,269 | NEW |
Mezzasalma Advisors, LLCCIK 0001864916 | 46,642 | $515.40K | +46,642 | NEW |
Private Advisor Group, LLCCIK 0001567755 | 44,289 | $489.39K | +44,289 | NEW |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 43,848 | $484.52K | +43,848 | NEW |
Marshall & Sterling Wealth Advisors Inc.CIK 0002056315 | 40,887 | $451.80K | +40,887 | NEW |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 31,600 | $349.18K | +31,600 | NEW |
UBS Group AGCIK 0001610520 | 28,762 | $317.82K | +28,762 | NEW |
Abel Hall, LLCCIK 0002013339 | 27,999 | $309.39K | +27,999 | NEW |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 25,443 | $281.14K | +25,443 | NEW |
Quarry LPCIK 0001965207 | 25,317 | $279.75K | +25,317 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEYNEW | +1,046,205 | $11.56M |
WELLS FARGO & COMPANY/MNNEW | +439,275 | $4.85M |
BANK OF AMERICA CORP /DE/NEW | +209,860 | $2.32M |
OSAIC HOLDINGS, INC.NEW | +186,512 | $2.06M |
NWF Advisory Services Inc.NEW | +142,814 | $1.58M |
ROYAL BANK OF CANADANEW | +118,292 | $1.31M |
Samalin Investment Counsel, LLCNEW | +105,045 | $1.16M |
Advisors Asset Management, Inc.NEW | +100,403 | $1.11M |
OneAscent Financial Services LLCNEW | +81,541 | $901.03K |
AlphaCore Capital LLCNEW | +81,308 | $898.45K |