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 | 1,189,618 | $42.67M | +65 | ↑ INC |
Z3 Capital Partners, LLCCIK 0002127787 | 408,961 | $14.67M | +5,373 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 267,804 | $9.61M | +8,443 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 178,390 | $6.40M | +2,077 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 127,880 | $4.59M | -1,905 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 102,120 | $3.66M | +15,387 | ↑ INC |
FCA CORP /TXCIK 0001166402 | 88,984 | $3.19M | +2,064 | ↑ INC |
NORTH STAR ASSET MANAGEMENT INCCIK 0001056559 | 67,816 | $2.43M | -264 | ↓ DEC |
Alessandra Capital Management, LLCCIK 0002132506 | 61,520 | $2.21M | +2,238 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 54,340 | $1.95M | +5,131 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 45,151 | $1.62M | +1,311 | ↑ INC |
UBS Group AGCIK 0001610520 | 44,541 | $1.60M | -3,125 | ↓ DEC |
Gilliland Jeter Wealth Management LLCCIK 0002009886 | 37,387 | $1.34M | +1,118 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 34,009 | $1.22M | +9,469 | ↑ INC |
Chancellor Financial Group WB LPCIK 0002059742 | 31,197 | $1.12M | +209 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 30,325 | $1.09M | +22,787 | ↑ INC |
Advisory Advocates, LLCCIK 0002111697 | 29,050 | $1.04M | +2,050 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 27,890 | $1.00M | -504 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 25,197 | $903.83K | -972 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 23,961 | $859.47K | +796 | ↑ INC |
World Investment AdvisorsCIK 0001652594 | 23,855 | $855.66K | -3,735 | ↓ DEC |
Samalin Investment Counsel, LLCCIK 0001544366 | 21,078 | $756.06K | -4,885 | ↓ DEC |
Tennessee Valley Asset Management PartnersCIK 0001826790 | 20,707 | $742.76K | +13 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 15,106 | $541.85K | +1,304 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 15,090 | $541.27K | +639 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +22,787 | $1.09M |
STIFEL FINANCIAL CORP↑ INC | +15,387 | $3.66M |
AMERIPRISE FINANCIAL INC↑ INC | +9,469 | $1.22M |
ROYAL BANK OF CANADA↑ INC | +8,443 | $9.61M |
Indivisible PartnersNEW | +8,112 | $290.96K |
Z3 Capital Partners, LLC↑ INC | +5,373 | $14.67M |
Steward Partners Investment Advisory, LLC↑ INC | +5,131 | $1.95M |
FIFTH THIRD BANCORP↑ INC | +4,739 | $205.86K |
Cambridge Investment Research Advisors, Inc.↑ INC | +4,027 | $1.73K |
Vanguard National Trust CoNEW | +2,915 | $104.56K |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -62,545 | $487.94K |
Mariner, LLC↓ DEC | -13,735 | $503.25K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -12,226 | $4.23K |
Triumph Capital Management↓ DEC | -9,070 | $369.53K |
OSAIC HOLDINGS, INC.↓ DEC | -5,657 | $387.59K |
Samalin Investment Counsel, LLC↓ DEC | -4,885 | $756.06K |
STEPHENS INC /AR/↓ DEC | -4,556 | $342.52K |
World Investment Advisors↓ DEC | -3,735 | $855.66K |
Janney Montgomery Scott LLC↓ DEC | -3,474 | $6.93K |
UBS Group AG↓ DEC | -3,125 | $1.60M |