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 |
|---|---|---|---|---|
TSP Capital Management Group, LLCCIK 0001317208 | 409,027 | $5.59M | +84,273 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 336,562 | $4.60M | -18,650 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 307,629 | $4.20M | -21,995 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 221,258 | $3.05M | +187,469 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 189,539 | $2.59M | +3,951 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 168,291 | $2.30M | -6,056 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 156,946 | $2.14M | +1 | ↑ INC |
PFG Investments, LLCCIK 0001973224 | 108,668 | $1.48M | +2,700 | ↑ INC |
Secure Asset Management, LLCCIK 0001800692 | 86,223 | $1.18M | +12,849 | ↑ INC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 83,617 | $1.14M | +83,617 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 63,263 | $864.00K | +6,526 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 62,298 | $850.99K | +3,568 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 53,688 | $733.38K | +635 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 50,984 | $696.44K | +47,394 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 43,985 | $600.83K | -3,664 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 37,590 | $513.48K | +868 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 37,500 | $512.25K | -30,500 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 34,435 | $470.38K | +7,350 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 26,579 | $363.07K | -725 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 26,393 | $360.53K | +5,969 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 24,916 | $340.35K | +149 | ↑ INC |
MCRAE CAPITAL MANAGEMENT INCCIK 0000320376 | 22,575 | $308.39K | +294 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 20,732 | $285.74K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 20,859 | $285.07K | +738 | ↑ INC |
Jefferies Financial Group Inc.CIK 0000096223 | 18,295 | $249.91K | +7,500 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +187,469 | $3.05M |
TSP Capital Management Group, LLC↑ INC | +84,273 | $5.59M |
READYSTATE ASSET MANAGEMENT LPNEW | +83,617 | $1.14M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +47,394 | $696.44K |
Secure Asset Management, LLC↑ INC | +12,849 | $1.18M |
FIFTH THIRD BANCORPNEW | +12,000 | $163.92K |
Janney Montgomery Scott LLC↑ INC | +10,707 | $965.00 |
Jefferies Financial Group Inc.↑ INC | +7,500 | $249.91K |
Corient Private Wealth LLC↑ INC | +7,350 | $470.38K |
ROYAL BANK OF CANADA↑ INC | +6,526 | $864.00K |
| Filer | Δ Shares | Value |
|---|---|---|
AMERIPRISE FINANCIAL INC↓ DEC | -30,500 | $512.25K |
GUGGENHEIM CAPITAL LLC↓ DEC | -21,995 | $4.20M |
Invesco Ltd.↓ DEC | -18,650 | $4.60M |
Hennion & Walsh Asset Management, Inc.↓ DEC | -12,771 | $220.76K |
UBS Group AG↓ DEC | -9,466 | $83.07K |
Rockefeller Capital Management L.P.↓ DEC | -8,000 | $53.68K |
IFG Advisory, LLC↓ DEC | -7,940 | $92.89K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -6,056 | $2.30M |
LPL Financial LLC↓ DEC | -3,664 | $600.83K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -1,500 | $25.09K |