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 |
|---|---|---|---|---|
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 7,931,555 | $131.74M | +51,914 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 5,778,813 | $95.99M | +314,044 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 4,766,113 | $79.17M | +1,691,498 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 3,411,824 | $56.67M | -875,911 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 3,211,031 | $53.34M | -1,129 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 3,020,285 | $50.17M | -153,145 | ↓ DEC |
MIDLAND WEALTH ADVISORS, LLCCIK 0001990058 | 2,497,039 | $41.48M | +2,497,039 | NEW |
Quadrant Private Wealth Management, LLCCIK 0001727454 | 1,914,429 | $31.80M | +816,708 | ↑ INC |
Pasadena Private Wealth, LLCCIK 0001760578 | 1,883,232 | $31.28M | +887,464 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,807,588 | $30.02M | +1,302,939 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,455,864 | $24.18M | -66,227 | ↓ DEC |
Sunbelt Securities, Inc.CIK 0001632932 | 1,186,168 | $19.70M | +161,449 | ↑ INC |
TRAPHAGEN INVESTMENT ADVISORS LLCCIK 0002023380 | 1,170,967 | $19.45M | +23,806 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 1,091,078 | $18.12M | +232,293 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 1,042,022 | $17.31M | +12,098 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 702,858 | $11.67M | +594,930 | ↑ INC |
Modern Wealth Management, LLCCIK 0002001900 | 565,792 | $9.40M | +104,093 | ↑ INC |
BSW Wealth PartnersCIK 0001512601 | 534,972 | $8.89M | -17,102 | ↓ DEC |
Brookstone Capital ManagementCIK 0001599584 | 516,373 | $8.58M | -15,264 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 513,887 | $8.54M | +498,394 | ↑ INC |
Arkadios Wealth AdvisorsCIK 0001800798 | 506,004 | $8.40M | +624 | ↑ INC |
Callan Family Office, LLCCIK 0001938970 | 432,606 | $7.19M | -81,895 | ↓ DEC |
Creative PlanningCIK 0001540235 | 427,291 | $7.10M | +78,940 | ↑ INC |
Guardian Financial Partners, LLCCIK 0001723514 | 422,705 | $7.02M | -8 | ↓ DEC |
Octavia Wealth Advisors, LLCCIK 0001841259 | 414,859 | $6.89M | -11,733 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MIDLAND WEALTH ADVISORS, LLCNEW | +2,497,039 | $41.48M |
Saba Capital Management, L.P.↑ INC | +1,691,498 | $79.17M |
MORGAN STANLEY↑ INC | +1,302,939 | $30.02M |
Pasadena Private Wealth, LLC↑ INC | +887,464 | $31.28M |
Quadrant Private Wealth Management, LLC↑ INC | +816,708 | $31.80M |
Stratos Wealth Partners, LTD.↑ INC | +594,930 | $11.67M |
ROYAL BANK OF CANADA↑ INC | +498,394 | $8.54M |
ELEVATION POINT WEALTH PARTNERS, LLC↑ INC | +374,787 | $6.81M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +335,386 | $6.66M |
LPL Financial LLC↑ INC | +314,044 | $95.99M |
| Filer | Δ Shares | Value |
|---|---|---|
JANE STREET GROUP, LLC↓ DEC | -879,788 | $403.79K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -875,911 | $56.67M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -492,275 | $6.02M |
WELLS FARGO & COMPANY/MN↓ DEC | -434,540 | $5.69M |
Turning Point Benefit Group, Inc.↓ DEC | -298,938 | $605.28K |
Virtu Financial LLC↓ DEC | -157,269 | $208.00 |
Focus Partners Wealth↓ DEC | -153,145 | $50.17M |
Corus Family Wealth Advisors↓ DEC | -144,070 | $999.51K |
GREENUP STREET WEALTH MANAGEMENT LLC↓ DEC | -143,556 | $467.53K |
IFG Advisory, LLC↓ DEC | -130,086 | $34.51K |