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 | 27,137 | $281.14K | +278 | ↑ INC |
D'Orazio & Associates, Inc.CIK 0001646821 | 16,902 | $175.10K | +15,920 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 16,837 | $174.43K | -2,158 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 15,561 | $161.21K | +15,561 | NEW |
Geneos Wealth Management Inc.CIK 0001764754 | 7,696 | $79.73K | – | no_change |
UBS Group AGCIK 0001610520 | 5,211 | $53.99K | -87 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 4,100 | $42.48K | – | no_change |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 2,000 | $20.72K | – | no_change |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 143 | $1.48K | -4,321 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 0 | $0.00 | -1 | sold_all |
| Filer | Δ Shares | Value |
|---|---|---|
D'Orazio & Associates, Inc.↑ INC | +15,920 | $175.10K |
RIVERNORTH CAPITAL MANAGEMENT, LLCNEW | +15,561 | $161.21K |
MORGAN STANLEY↑ INC | +278 | $281.14K |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -4,321 | $1.48K |
STIFEL FINANCIAL CORP↓ DEC | -2,158 | $174.43K |
UBS Group AG↓ DEC | -87 | $53.99K |
WELLS FARGO & COMPANY/MNsold_all | -1 | $0.00 |