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 |
|---|---|---|---|---|
Coastal Bridge Advisors, LLCCIK 0001665976 | 2,451,500 | $27.33M | -17,605 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 2,224,204 | $24.80M | +11,159 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,973,911 | $22.01M | +42,416 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,867,523 | $20.82M | -75,247 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,158,800 | $12.92M | +90,170 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 911,038 | $10.16M | +10,962 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 840,029 | $9.37M | -71,542 | ↓ DEC |
UBS Group AGCIK 0001610520 | 492,955 | $5.50M | +3,215 | ↑ INC |
TRANSCEND CAPITAL ADVISORS, LLCCIK 0001776082 | 440,497 | $4.91M | -13,875 | ↓ DEC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 429,518 | $4.79M | +429,518 | NEW |
LPL Financial LLCCIK 0001403438 | 376,150 | $4.19M | +40,176 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 329,670 | $3.68M | +1,899 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 321,202 | $3.58M | +119,178 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 288,008 | $3.21M | -44,225 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 278,123 | $3.10M | -358 | ↓ DEC |
Vestmark Advisory Solutions, Inc.CIK 0001736982 | 262,784 | $2.93M | +9,632 | ↑ INC |
ELEVATION POINT WEALTH PARTNERS, LLCCIK 0001744349 | 262,620 | $2.93M | +9,219 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 250,938 | $2.80M | -45,928 | ↓ DEC |
Robbins FarleyCIK 0001847820 | 213,678 | $2.38M | +28,807 | ↑ INC |
Merit Financial Group, LLCCIK 0001621225 | 170,368 | $1.90M | +2,397 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 157,363 | $1.75M | -31,699 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 144,834 | $1.61M | +64,676 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 118,666 | $1.32M | -72,516 | ↓ DEC |
Tranquility Partners, LLCCIK 0001783773 | 103,079 | $1.15M | -4,376 | ↓ DEC |
QUANTIFY CHAOS ADVISORS, LLCCIK 0002107086 | 102,296 | $1.14M | +33,321 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +727,793 | $30.70K |
LOOMIS SAYLES & CO L PNEW | +429,518 | $4.79M |
Logan Stone Capital, LLC↑ INC | +119,178 | $3.58M |
RAYMOND JAMES FINANCIAL INC↑ INC | +90,170 | $12.92M |
Almitas Capital LLC↑ INC | +64,676 | $1.61M |
BANK OF AMERICA CORP /DE/↑ INC | +42,416 | $22.01M |
LPL Financial LLC↑ INC | +40,176 | $4.19M |
QUANTIFY CHAOS ADVISORS, LLC↑ INC | +33,321 | $1.14M |
Robbins Farley↑ INC | +28,807 | $2.38M |
Kathmere Capital Management, LLCNEW | +12,842 | $143.19K |
| Filer | Δ Shares | Value |
|---|---|---|
ROYAL BANK OF CANADA↓ DEC | -154,743 | $1.13M |
Steward Partners Investment Advisory, LLC↓ DEC | -124,433 | $112.61K |
WELLS FARGO & COMPANY/MN↓ DEC | -75,247 | $20.82M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -72,516 | $1.32M |
Advisors Asset Management, Inc.↓ DEC | -71,542 | $9.37M |
Invesco Ltd.↓ DEC | -45,928 | $2.80M |
Integrated Wealth Concepts LLC↓ DEC | -44,225 | $3.21M |
&PARTNERS↓ DEC | -37,935 | $452.88K |
Stolper Co↓ DEC | -34,486 | $2.67K |
Capital Investment Advisors, LLC↓ DEC | -31,699 | $1.75M |