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 |
|---|---|---|---|---|
WELLS FARGO & COMPANY/MNCIK 0000072971 | 3,956,642 | $47.68M | -144,609 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 3,755,015 | $45.25M | -237,492 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 2,943,798 | $35.47M | -12,089 | ↓ DEC |
180 WEALTH ADVISORS, LLCCIK 0001730817 | 1,080,074 | $13.01M | +74,976 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 795,204 | $9.58M | +95,977 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 790,271 | $9.52M | +27,724 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 760,939 | $9.17M | +40,233 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 752,608 | $9.07M | -145,252 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 739,951 | $8.90M | -21,067 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 661,046 | $7.97M | -293,065 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 517,765 | $6.24M | -49,956 | ↓ DEC |
TTP Investments, Inc.CIK 0001682576 | 487,460 | $5.87M | +487,460 | NEW |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 460,069 | $5.54M | -388 | ↓ DEC |
Intellectus Partners, LLCCIK 0001677253 | 323,238 | $3.90M | -41,037 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 309,532 | $3.73M | -1,132 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 284,489 | $3.43M | +175,188 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 229,355 | $2.76M | +141,949 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 216,752 | $2.61M | +216,752 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 213,401 | $2.57M | -17,708 | ↓ DEC |
UBS Group AGCIK 0001610520 | 209,517 | $2.52M | -45,350 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 205,083 | $2.47M | +159,489 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 143,666 | $1.73M | +132,168 | ↑ INC |
Creative PlanningCIK 0001540235 | 129,119 | $1.56M | +3,829 | ↑ INC |
44 WEALTH MANAGEMENT LLCCIK 0001831187 | 120,337 | $1.45M | -2,013 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 113,132 | $1.36M | +16,635 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
TTP Investments, Inc.NEW | +487,460 | $5.87M |
Thomas J. Herzfeld Advisors, Inc.NEW | +216,752 | $2.61M |
OPPENHEIMER & CO INC↑ INC | +175,188 | $3.43M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +159,489 | $2.47M |
Steward Partners Investment Advisory, LLC↑ INC | +141,949 | $2.76M |
Kestra Advisory Services, LLC↑ INC | +132,168 | $1.73M |
RAYMOND JAMES FINANCIAL INC↑ INC | +95,977 | $9.58M |
180 WEALTH ADVISORS, LLC↑ INC | +74,976 | $13.01M |
Navis Wealth Advisors, LLCNEW | +40,683 | $490.23K |
LPL Financial LLC↑ INC | +40,233 | $9.17M |
| Filer | Δ Shares | Value |
|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -297,928 | $485.17K |
Allspring Global Investments Holdings, LLC↓ DEC | -293,065 | $7.97M |
MORGAN STANLEY↓ DEC | -237,492 | $45.25M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -233,506 | $30.51K |
Invesco Ltd.↓ DEC | -145,252 | $9.07M |
WELLS FARGO & COMPANY/MN↓ DEC | -144,609 | $47.68M |
Stolper Co↓ DEC | -51,405 | $683.00 |
BANK OF AMERICA CORP /DE/↓ DEC | -49,956 | $6.24M |
UBS Group AG↓ DEC | -45,350 | $2.52M |
Intellectus Partners, LLC↓ DEC | -41,037 | $3.90M |