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 | 5,218,645 | $84.39M | +4,872 | ↑ INC |
Eagle Bluffs Wealth Management LLCCIK 0001906547 | 2,202,048 | $35.61M | +89,793 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,128,853 | $18.25M | +26,778 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,014,910 | $16.41M | +40,131 | ↑ INC |
Focused Wealth Management, IncCIK 0001586052 | 812,411 | $13.14M | +35,989 | ↑ INC |
UBS Group AGCIK 0001610520 | 803,371 | $12.99M | -8,926 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 725,342 | $11.73M | +25,346 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 718,198 | $11.61M | +134,572 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 696,617 | $11.26M | -40,102 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 682,858 | $11.04M | +178 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 402,903 | $6.51M | +22,612 | ↑ INC |
M&T BANK CORPCIK 0000036270 | 315,445 | $5.10M | +294,165 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 233,622 | $3.78M | -35,020 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 178,814 | $2.89M | +1,158 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 163,212 | $2.64M | -68,388 | ↓ DEC |
Intellectus Partners, LLCCIK 0001677253 | 156,237 | $2.53M | -21,610 | ↓ DEC |
Broyhill Asset Management, LLCCIK 0001966057 | 152,530 | $2.47M | -250 | ↓ DEC |
BENJAMIN EDWARDS INCCIK 0001451623 | 146,283 | $2.37M | +27,381 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 143,385 | $2.32M | -36,362 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 129,871 | $2.10M | +19,034 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 117,511 | $1.90M | +60,739 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 92,010 | $1.49M | -8,563 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 91,314 | $1.48M | -38,971 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 91,131 | $1.47M | +3,216 | ↑ INC |
PRIMORIS WEALTH ADVISORS, LLCCIK 0001909619 | 77,234 | $1.25M | -2,999 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +769,256 | $120.69K |
M&T BANK CORP↑ INC | +294,165 | $5.10M |
Invesco Ltd.↑ INC | +134,572 | $11.61M |
Eagle Bluffs Wealth Management LLC↑ INC | +89,793 | $35.61M |
PETRA FINANCIAL ADVISORS INCNEW | +71,390 | $1.15M |
RIVERBRIDGE PARTNERS LLC↑ INC | +60,739 | $1.90M |
Integrity Wealth Partners, LLCNEW | +44,345 | $717.06K |
RAYMOND JAMES FINANCIAL INC↑ INC | +40,131 | $16.41M |
Focused Wealth Management, Inc↑ INC | +35,989 | $13.14M |
Rareview Capital LLC↑ INC | +29,537 | $1.24M |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLC↓ DEC | -68,388 | $2.64M |
LPL Financial LLC↓ DEC | -40,102 | $11.26M |
OSAIC HOLDINGS, INC.↓ DEC | -38,971 | $1.48M |
HighTower Advisors, LLC↓ DEC | -36,362 | $2.32M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -35,020 | $3.78M |
PURSUIT WEALTH STRATEGIES, LLC↓ DEC | -29,296 | $189.97K |
Intellectus Partners, LLC↓ DEC | -21,610 | $2.53M |
B. Riley Wealth Advisors, Inc.↓ DEC | -19,393 | $375.23K |
Logan Stone Capital, LLC↓ DEC | -17,740 | $536.99K |
Cetera Investment Advisers↓ DEC | -10,676 | $535.55K |