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 | 1,284,798 | $46.70M | -9,094 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 783,359 | $28.48M | +23,899 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 562,909 | $20.46M | +19,362 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 408,613 | $14.85M | -96,965 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 388,213 | $14.11M | +17,106 | ↑ INC |
Z3 Capital Partners, LLCCIK 0002127787 | 388,207 | $14.11M | +8,917 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 374,820 | $13.62M | +107 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 280,055 | $10.18M | +52,846 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 274,656 | $9.98M | -26,100 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 273,366 | $9.94M | -4,473 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 207,702 | $7.55M | +33,834 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 140,136 | $5.09M | -11,775 | ↓ DEC |
Alchemi Wealth, LLCCIK 0002110606 | 116,779 | $4.24M | +1,006 | ↑ INC |
UBS Group AGCIK 0001610520 | 100,325 | $3.65M | +7,978 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 84,108 | $3.06M | +4,478 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 72,005 | $2.62M | -550 | ↓ DEC |
Wealthspire Retirement, LLCCIK 0002040084 | 65,030 | $2.36M | +4,156 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 64,318 | $2.34M | +1,582 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 60,199 | $2.19M | -629 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 57,865 | $2.10M | +1,317 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 45,025 | $1.64M | +207 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 39,520 | $1.44M | +947 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 33,227 | $1.21M | +4,073 | ↑ INC |
David J Yvars GroupCIK 0001836266 | 31,142 | $1.12M | -498 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 30,216 | $1.10M | +3,929 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↑ INC | +52,846 | $10.18M |
Stolper Co↑ INC | +43,001 | $686.00 |
Steward Partners Investment Advisory, LLC↑ INC | +33,834 | $7.55M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +27,895 | $1.06M |
RAYMOND JAMES FINANCIAL INC↑ INC | +23,899 | $28.48M |
Karpus Management, Inc.↑ INC | +19,362 | $20.46M |
AMERIPRISE FINANCIAL INC↑ INC | +17,106 | $14.11M |
EverSource Wealth Advisors, LLC↑ INC | +14,290 | $56.40K |
FORTEM FINANCIAL GROUP, LLCNEW | +13,363 | $485.75K |
Z3 Capital Partners, LLC↑ INC | +8,917 | $14.11M |
| Filer | Δ Shares | Value |
|---|---|---|
Invesco Ltd.↓ DEC | -96,965 | $14.85M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -88,410 | $185.25K |
WEDBUSH SECURITIES INC↓ DEC | -29,431 | $3.19K |
LPL Financial LLC↓ DEC | -26,100 | $9.98M |
Compound Planning, Inc.↓ DEC | -15,624 | $415.90K |
JANE STREET GROUP, LLC↓ DEC | -12,851 | $371.13K |
OSAIC HOLDINGS, INC.↓ DEC | -11,775 | $5.09M |
MORGAN STANLEY↓ DEC | -9,094 | $46.70M |
STEPHENS INC /AR/↓ DEC | -7,150 | $339.33K |
ROYAL BANK OF CANADA↓ DEC | -4,473 | $9.94M |