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 | 2,735,431 | $25.06M | +186,688 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 1,879,578 | $17.22M | -3,787 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,376,134 | $12.61M | +121,737 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,190,894 | $10.91M | +147,702 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,128,912 | $10.34M | -41,730 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 719,424 | $6.59M | +96,119 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 679,052 | $6.22M | -6,404 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 540,667 | $4.95M | +86,573 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 438,984 | $4.02M | +34,375 | ↑ INC |
Dynamic Advisor Solutions LLCCIK 0001599747 | 433,567 | $3.97M | +51,262 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 349,875 | $3.20M | -68,376 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 349,001 | $3.20M | +206,557 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 339,588 | $3.11M | +4,107 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 324,216 | $2.97M | +104,199 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 316,951 | $2.90M | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 305,131 | $2.80M | +105,764 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 234,502 | $2.15M | +132,527 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 186,859 | $1.71M | +13,155 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 159,262 | $1.46M | -891 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 122,729 | $1.12M | – | no_change |
ProVise Management Group, LLCCIK 0001305707 | 116,046 | $1.06M | -1,800 | ↓ DEC |
PRIVATE TRUST CO NACIK 0001277557 | 114,919 | $1.05M | -15,000 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 99,621 | $910.54K | -15,677 | ↓ DEC |
IBEX WEALTH ADVISORSCIK 0001686242 | 93,464 | $856.12K | +510 | ↑ INC |
ECLECTIC ASSOCIATES INC /ADVCIK 0000743482 | 87,066 | $797.52K | +33,849 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +221,633 | $99.47K |
Allspring Global Investments Holdings, LLC↑ INC | +206,557 | $3.20M |
MORGAN STANLEY↑ INC | +186,688 | $25.06M |
LPL Financial LLC↑ INC | +147,702 | $10.91M |
FIRST TRUST ADVISORS LP↑ INC | +132,527 | $2.15M |
UBS Group AG↑ INC | +121,737 | $12.61M |
OSAIC HOLDINGS, INC.↑ INC | +105,764 | $2.80M |
Rockefeller Capital Management L.P.↑ INC | +104,199 | $2.97M |
WELLS FARGO & COMPANY/MN↑ INC | +96,119 | $6.59M |
1607 Capital Partners, LLC↑ INC | +86,573 | $4.95M |
| Filer | Δ Shares | Value |
|---|---|---|
Beacon Pointe Advisors, LLC↓ DEC | -131,035 | $405.10K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -122,241 | $313.69K |
BANK OF AMERICA CORP /DE/↓ DEC | -68,376 | $3.20M |
GUGGENHEIM CAPITAL LLC↓ DEC | -41,730 | $10.34M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -28,266 | $727.18K |
Capital Investment Advisors, LLC↓ DEC | -19,419 | $716.20K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -15,677 | $910.54K |
PRIVATE TRUST CO NA↓ DEC | -15,000 | $1.05M |
Fiera Capital Corp↓ DEC | -14,172 | $93.11K |
Mesirow Financial Investment Management, Inc.↓ DEC | -11,537 | $679.80K |