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 | 8,987,786 | $48.62M | +75,792 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 6,387,476 | $34.56M | -656,584 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 1,949,687 | $10.55M | -563,349 | ↓ DEC |
Waterfront Wealth Inc.CIK 0001775210 | 1,764,031 | $9.54M | -487,145 | ↓ DEC |
WNY Asset Management, LLCCIK 0001803296 | 1,504,369 | $8.14M | +901,130 | ↑ INC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 1,380,446 | $7.47M | – | no_change |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 1,186,570 | $6.42M | -682,343 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,130,543 | $6.12M | +23,838 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 1,067,618 | $5.78M | +24,551 | ↑ INC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 830,546 | $4.49M | -8,724 | ↓ DEC |
Arete Wealth Advisors, LLCCIK 0001600151 | 657,981 | $3.55M | -3,211 | ↓ DEC |
Uncommon Cents Investing LLCCIK 0001729754 | 624,481 | $3.38M | +77,913 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 556,616 | $3.01M | -93,586 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 530,197 | $2.87M | +490,419 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 507,277 | $2.74M | +146,705 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 481,880 | $2.61M | -13,019 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 466,268 | $2.52M | +62,304 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 417,050 | $2.26M | +189,285 | ↑ INC |
CORRADO ADVISORS, LLCCIK 0001482611 | 343,460 | $1.86M | -4,123 | ↓ DEC |
UBS Group AGCIK 0001610520 | 313,741 | $1.70M | +22,276 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 308,081 | $1.67M | +25,822 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 288,383 | $1.56M | -9,200 | ↓ DEC |
&PARTNERSCIK 0000107136 | 283,111 | $1.53M | +38,137 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 217,070 | $1.17M | -2,000 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 185,239 | $1.00M | +3,001 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
WNY Asset Management, LLC↑ INC | +901,130 | $8.14M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +490,419 | $2.87M |
LPL Financial LLC↑ INC | +189,285 | $2.26M |
GUGGENHEIM CAPITAL LLC↑ INC | +146,705 | $2.74M |
READYSTATE ASSET MANAGEMENT LP↑ INC | +127,278 | $844.49K |
FIFTH THIRD BANCORPNEW | +119,880 | $648.55K |
Concurrent Investment Advisors, LLCNEW | +87,906 | $475.57K |
JANE STREET GROUP, LLC↑ INC | +83,181 | $538.80K |
Uncommon Cents Investing LLC↑ INC | +77,913 | $3.38M |
MORGAN STANLEY↑ INC | +75,792 | $48.62M |
| Filer | Δ Shares | Value |
|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -682,343 | $6.42M |
Allspring Global Investments Holdings, LLC↓ DEC | -656,584 | $34.56M |
Karpus Management, Inc.↓ DEC | -563,349 | $10.55M |
Waterfront Wealth Inc.↓ DEC | -487,145 | $9.54M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -196,312 | $34.89K |
BANK OF AMERICA CORP /DE/↓ DEC | -93,586 | $3.01M |
Virtu Financial LLC↓ DEC | -28,229 | $84.00 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -26,053 | $93.08K |
Smith Asset Management Co., LLC↓ DEC | -13,019 | $2.61M |
Farther Finance Advisors, LLC↓ DEC | -11,436 | $63.68K |