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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,366,926 | $14.71M | -149,567 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 764,263 | $8.22M | +2,754 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 699,539 | $7.53M | -11,150 | ↓ DEC |
UBS Group AGCIK 0001610520 | 463,211 | $4.98M | +19,731 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 450,001 | $4.84M | +29,375 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 405,503 | $4.36M | +15,315 | ↑ INC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 403,745 | $4.34M | +403,745 | NEW |
INTEGRITY ALLIANCE, LLC.CIK 0001352260 | 401,743 | $4.32M | +29,761 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 367,305 | $3.95M | -5,761 | ↓ DEC |
Ethos Financial Group, LLCCIK 0001954242 | 296,918 | $3.36M | – | no_change |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 262,400 | $2.82M | +63,974 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 177,861 | $1.91M | +65,982 | ↑ INC |
Byrne Asset Management LLCCIK 0001911322 | 155,600 | $1.67M | +60,600 | ↑ INC |
Sidoxia Capital Management, LLCCIK 0002132534 | 151,570 | $1.63M | +151,570 | NEW |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 138,747 | $1.49M | +20,715 | ↑ INC |
Quarry LPCIK 0001965207 | 120,484 | $1.30M | +41,321 | ↑ INC |
ICON ADVISERS INC/COCIK 0001058470 | 103,027 | $1.11M | +20,409 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 100,778 | $1.08M | -3,897 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 85,625 | $921.32K | +16,622 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 77,092 | $829.51K | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 56,601 | $609.03K | +563 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 56,174 | $604.44K | -48,931 | ↓ DEC |
Virtus Investment Advisers, LLCCIK 0000019481 | 50,319 | $541.43K | -6,269 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 40,129 | $431.79K | -5,461 | ↓ DEC |
ProVise Management Group, LLCCIK 0001305707 | 38,024 | $409.14K | -890 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
LOOMIS SAYLES & CO L PNEW | +403,745 | $4.34M |
Sidoxia Capital Management, LLCNEW | +151,570 | $1.63M |
RAYMOND JAMES FINANCIAL INC↑ INC | +65,982 | $1.91M |
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +63,974 | $2.82M |
Byrne Asset Management LLC↑ INC | +60,600 | $1.67M |
Quarry LP↑ INC | +41,321 | $1.30M |
INTEGRITY ALLIANCE, LLC.↑ INC | +29,761 | $4.32M |
Invesco Ltd.↑ INC | +29,375 | $4.84M |
COHEN & STEERS, INC.↑ INC | +25,000 | $1.10K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +20,715 | $1.49M |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -149,567 | $14.71M |
JANE STREET GROUP, LLC↓ DEC | -57,532 | $151.52K |
BANK OF AMERICA CORP /DE/↓ DEC | -48,931 | $604.44K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -36,580 | $151.81K |
ROYAL BANK OF CANADA↓ DEC | -20,416 | $295.00K |
MORGAN STANLEY↓ DEC | -11,150 | $7.53M |
Penserra Capital Management LLC↓ DEC | -8,450 | $8.75K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -7,951 | $11.84K |
HRT FINANCIAL LP↓ DEC | -7,505 | $138.00 |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -6,889 | $287.37K |