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 | 357,918 | $13.78M | +12,129 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 266,499 | $10.26M | -22,922 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 233,260 | $8.98M | +4,000 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 160,682 | $6.19M | +218 | ↑ INC |
Nova R Wealth, Inc.CIK 0001729457 | 154,617 | $5.95M | -76,069 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 152,927 | $5.89M | -1,816 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 141,442 | $5.45M | -216 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 134,652 | $5.19M | -57,206 | ↓ DEC |
UBS Group AGCIK 0001610520 | 109,021 | $4.20M | +4,735 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 107,761 | $4.15M | +50,991 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 107,436 | $4.14M | +1,769 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 68,984 | $2.66M | -588 | ↓ DEC |
Cornerstone Advisory, LLCCIK 0001668189 | 53,874 | $2.07M | -5,036 | ↓ DEC |
Wealthspire Retirement, LLCCIK 0002040084 | 51,887 | $2.00M | +5,635 | ↑ INC |
Summit Financial, LLCCIK 0001765536 | 48,042 | $1.85M | +4,412 | ↑ INC |
Cypress Capital Management LLC (WY)CIK 0001633896 | 44,860 | $1.73M | +7,000 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 30,994 | $1.19M | -1,403 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 27,681 | $1.07M | -237 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 26,507 | $1.02M | +3,745 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 24,227 | $933.05K | -2,468 | ↓ DEC |
Founders Financial Alliance, LLCCIK 0001832190 | 19,329 | $744.36K | +2,047 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 18,083 | $696.35K | -476 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 16,529 | $636.53K | +3,644 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 15,215 | $585.96K | -656 | ↓ DEC |
Calamos Advisors LLCCIK 0001316507 | 14,619 | $562.98K | -11,401 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↑ INC | +50,991 | $4.15M |
MORGAN STANLEY↑ INC | +12,129 | $13.78M |
SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | +8,192 | $315.47K |
XTX Topco LtdNEW | +8,108 | $312.24K |
Cypress Capital Management LLC (WY)↑ INC | +7,000 | $1.73M |
Wealthspire Retirement, LLC↑ INC | +5,635 | $2.00M |
MONEY CONCEPTS CAPITAL CORPNEW | +5,415 | $208.53K |
UBS Group AG↑ INC | +4,735 | $4.20M |
FIFTH THIRD BANCORPNEW | +4,682 | $180.30K |
Summit Financial, LLC↑ INC | +4,412 | $1.85M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -4,044,465 | $61.23K |
Nova R Wealth, Inc.↓ DEC | -76,069 | $5.95M |
Invesco Ltd.↓ DEC | -57,206 | $5.19M |
BANK OF AMERICA CORP /DE/↓ DEC | -22,922 | $10.26M |
Calamos Advisors LLC↓ DEC | -11,401 | $562.98K |
Hara Capital LLC↓ DEC | -11,297 | $156.20K |
Cornerstone Advisory, LLC↓ DEC | -5,036 | $2.07M |
NATIONAL BANK OF CANADA /FI/↓ DEC | -3,250 | $155.00K |
OSAIC HOLDINGS, INC.↓ DEC | -2,468 | $933.05K |
WELLS FARGO & COMPANY/MN↓ DEC | -1,816 | $5.89M |