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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 528,184 | $6.84M | -220,116 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 340,607 | $4.41M | +29,188 | ↑ INC |
LEAVELL INVESTMENT MANAGEMENT, INC.CIK 0000924181 | 260,730 | $3.38M | -6,000 | ↓ DEC |
UBS Group AGCIK 0001610520 | 164,024 | $2.12M | -983 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 139,476 | $1.81M | -4,664 | ↓ DEC |
Clear Point Advisors Inc.CIK 0002010474 | 85,465 | $1.61M | +85,465 | NEW |
Invesco Ltd.CIK 0000914208 | 120,191 | $1.56M | -66,497 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 102,582 | $1.33M | -18,649 | ↓ DEC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 100,185 | $1.30M | +100,185 | NEW |
TrueMark Investments, LLCCIK 0001974457 | 77,909 | $1.01M | +3,960 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 77,909 | $1.01M | -1,040 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 76,765 | $994.11K | +3,410 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 75,239 | $974.34K | -3,211 | ↓ DEC |
Tranquility Partners, LLCCIK 0001783773 | 73,417 | $950.75K | -772 | ↓ DEC |
Apollon Wealth Management, LLCCIK 0001764387 | 62,519 | $809.62K | +108 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 54,406 | $704.56K | -5,318 | ↓ DEC |
Hilltop Holdings Inc.CIK 0001265131 | 47,218 | $611.47K | +6,308 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 45,805 | $593.17K | – | no_change |
Almitas Capital LLCCIK 0001596468 | 44,471 | $575.90K | +16,762 | ↑ INC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 34,983 | $453.03K | -682 | ↓ DEC |
Comprehensive Money Management Services LLCCIK 0002058921 | 33,280 | $430.98K | – | no_change |
Virtus Investment Advisers, LLCCIK 0000019481 | 31,759 | $411.28K | -3,454 | ↓ DEC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 29,800 | $385.91K | – | no_change |
Merit Financial Group, LLCCIK 0001621225 | 27,952 | $361.98K | -1,978 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 23,313 | $301.90K | -3,682 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +344,413 | $7.23K |
LOOMIS SAYLES & CO L PNEW | +100,185 | $1.30M |
Clear Point Advisors Inc.NEW | +85,465 | $1.61M |
MORGAN STANLEY↑ INC | +29,188 | $4.41M |
Almitas Capital LLC↑ INC | +16,762 | $575.90K |
Virtu Financial LLCNEW | +15,649 | $203.00 |
Kathmere Capital Management, LLCNEW | +10,479 | $135.70K |
Hilltop Holdings Inc.↑ INC | +6,308 | $611.47K |
TrueMark Investments, LLC↑ INC | +3,960 | $1.01M |
Steward Partners Investment Advisory, LLC↑ INC | +3,410 | $994.11K |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -220,116 | $6.84M |
Invesco Ltd.↓ DEC | -66,497 | $1.56M |
Integrated Wealth Concepts LLC↓ DEC | -18,649 | $1.33M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -6,246 | $143.10K |
LEAVELL INVESTMENT MANAGEMENT, INC.↓ DEC | -6,000 | $3.38M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -5,318 | $704.56K |
Advisors Asset Management, Inc.↓ DEC | -4,664 | $1.81M |
CAPTRUST FINANCIAL ADVISORS↓ DEC | -3,682 | $301.90K |
Virtus Investment Advisers, LLC↓ DEC | -3,454 | $411.28K |
LPL Financial LLC↓ DEC | -3,211 | $974.34K |