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 | 4,359,752 | $61.60M | +114,950 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,517,785 | $35.58M | +470,333 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,476,778 | $20.87M | +263 | ↑ INC |
UBS Group AGCIK 0001610520 | 978,775 | $13.83M | +18,274 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 917,395 | $12.96M | -343,617 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 570,035 | $8.05M | +190,604 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 501,404 | $7.08M | +32,132 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 471,996 | $6.67M | +70,821 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 418,019 | $5.91M | -11,356 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 361,265 | $5.10M | +6,474 | ↑ INC |
Keebeck Wealth ManagementCIK 0001803675 | 351,976 | $4.97M | -8,018 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 338,530 | $4.78M | +4,088 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 186,316 | $2.63M | +5,726 | ↑ INC |
CWM, LLCCIK 0001535847 | 127,774 | $1.81M | +57,478 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 120,460 | $1.70M | -329 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 104,390 | $1.48M | -14,033 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 99,069 | $1.40M | -8 | ↓ DEC |
PFG Investments, LLCCIK 0001973224 | 97,585 | $1.38M | +21,828 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 97,402 | $1.38M | +5,750 | ↑ INC |
Perennial Investment Advisors, LLCCIK 0001801523 | 94,644 | $1.34M | +27,420 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 91,585 | $1.29M | -7,583 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 90,136 | $1.27M | +72,687 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 88,675 | $1.25M | +8,783 | ↑ INC |
Clearstead Advisors, LLCCIK 0000842775 | 83,423 | $1.18M | -1,000 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 81,139 | $1.15M | -105,573 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↑ INC | +470,333 | $35.58M |
ROYAL BANK OF CANADA↑ INC | +190,604 | $8.05M |
Penserra Capital Management LLC↑ INC | +115,634 | $21.93K |
MORGAN STANLEY↑ INC | +114,950 | $61.60M |
CITADEL ADVISORS LLC↑ INC | +72,687 | $1.27M |
LPL Financial LLC↑ INC | +70,821 | $6.67M |
Formidable Asset Management, LLCNEW | +65,921 | $933.44K |
CWM, LLC↑ INC | +57,478 | $1.81M |
Bramshill Investments, LLCNEW | +50,677 | $716.07K |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCNEW | +48,844 | $690.17K |
| Filer | Δ Shares | Value |
|---|---|---|
Invesco Ltd.↓ DEC | -343,617 | $12.96M |
JANE STREET GROUP, LLC↓ DEC | -105,573 | $1.15M |
Sanctuary Advisors, LLC↓ DEC | -83,478 | $299.97K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -39,785 | $976.53K |
OPPENHEIMER & CO INC↓ DEC | -30,952 | $282.09K |
Mathes Company, Inc.↓ DEC | -18,250 | $964.00 |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -18,083 | $153.21K |
Closed-End Fund Advisors, Inc.↓ DEC | -17,348 | $272.36K |
FIRST TRUST ADVISORS LP↓ DEC | -14,033 | $1.48M |
Rockefeller Capital Management L.P.↓ DEC | -11,356 | $5.91M |