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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,517,348 | $116.13M | -69,285 | ↓ DEC |
Richard Bernstein Advisors LLCCIK 0001528214 | 2,151,643 | $99.26M | -44,451 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 692,049 | $31.92M | -6,638 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 655,122 | $30.22M | +134,948 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 630,227 | $29.07M | -58,240 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 573,021 | $26.43M | -23,882 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 459,652 | $21.20M | -4,042 | ↓ DEC |
Advyzon Investment Management, LLCCIK 0002011872 | 437,991 | $20.20M | -13,976 | ↓ DEC |
Ausdal Financial Partners, Inc.CIK 0001667146 | 435,565 | $20.09M | +14,474 | ↑ INC |
BRANDYWINE OAK PRIVATE WEALTH LLCCIK 0001764694 | 430,687 | $19.87M | +2,735 | ↑ INC |
LAKE STREET PRIVATE WEALTH, LLCCIK 0001772031 | 407,472 | $18.79M | +1,025 | ↑ INC |
China Universal Asset Management Co., Ltd.CIK 0001906594 | 303,000 | $13.98M | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 301,484 | $13.91M | -6,612 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 277,222 | $12.79M | -14,975 | ↓ DEC |
Columbus Macro, LLCCIK 0001727269 | 244,650 | $11.29M | -18,020 | ↓ DEC |
Maridea Wealth Management LLCCIK 0002056245 | 231,757 | $10.69M | +16,835 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 231,378 | $10.67M | -40,414 | ↓ DEC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 208,685 | $9.63M | +49,640 | ↑ INC |
Mason & Associates IncCIK 0001917686 | 192,912 | $8.58M | +21,727 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 171,284 | $7.90M | -25,860 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 166,959 | $7.70M | -33,469 | ↓ DEC |
ALM First Financial Advisors, LLCCIK 0001950054 | 233,353 | $7.20M | – | no_change |
Brendel Financial Advisors LLCCIK 0001768065 | 146,753 | $6.77M | -1,377 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 140,639 | $6.43M | -78 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 118,418 | $5.46M | -46,056 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↑ INC | +134,948 | $30.22M |
Belpointe Asset Management LLC↑ INC | +69,782 | $3.26M |
Capital Advisor Network LLCNEW | +60,893 | $2.81M |
Quadrature Capital Ltd↑ INC | +53,009 | $3.17M |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV↑ INC | +49,640 | $9.63M |
FSA Investment Group, LLC↑ INC | +34,205 | $4.27M |
CITADEL ADVISORS LLC↑ INC | +33,489 | $1.79M |
UBS Group AG↑ INC | +30,134 | $1.41M |
HighPoint Advisor Group LLC↑ INC | +29,215 | $1.83M |
HANSEATIC MANAGEMENT SERVICES INCNEW | +27,654 | $1.28M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -2,842,853 | $987.87K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -74,300 | $1.22M |
BANK OF AMERICA CORP /DE/↓ DEC | -69,285 | $116.13M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -58,240 | $29.07M |
Steward Partners Investment Advisory, LLC↓ DEC | -46,056 | $5.46M |
Richard Bernstein Advisors LLC↓ DEC | -44,451 | $99.26M |
CORE WEALTH ADVISORS, LLC↓ DEC | -41,503 | $1.49M |
MML INVESTORS SERVICES, LLC↓ DEC | -40,414 | $10.67M |
STIFEL FINANCIAL CORP↓ DEC | -33,469 | $7.70M |
U.S. Capital Wealth Advisors, LLC↓ DEC | -30,350 | $4.90M |