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 | 5,116,716 | $51.68M | +77,628 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 4,594,698 | $46.41M | -721,396 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,919,779 | $19.39M | -69,651 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,512,252 | $15.27M | -1,018 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,246,526 | $12.59M | +251,117 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,008,333 | $10.18M | -85,009 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 867,643 | $8.76M | -127,886 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 762,220 | $7.70M | -107,606 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 729,312 | $7.37M | -114,840 | ↓ DEC |
Sowell Financial Services LLCCIK 0001633697 | 712,301 | $7.19M | +57,759 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 617,201 | $6.23M | +165,959 | ↑ INC |
UBS Group AGCIK 0001610520 | 595,265 | $6.01M | -75,980 | ↓ DEC |
Rareview Capital LLCCIK 0002044533 | 367,912 | $4.02M | +225,471 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 382,991 | $3.87M | +144,213 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 371,215 | $3.75M | +45,632 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 320,311 | $3.24M | -10,509 | ↓ DEC |
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045 | 301,781 | $3.05M | +47,403 | ↑ INC |
Emissary Wealth LLCCIK 0002107252 | 279,689 | $2.82M | +15,339 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 276,288 | $2.79M | -3,028 | ↓ DEC |
Edgemoor Investment Advisors, Inc.CIK 0001313792 | 257,803 | $2.60M | -2,512 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 236,069 | $2.38M | +27,038 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 209,683 | $2.12M | +78,497 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 194,089 | $1.96M | +193,889 | ↑ INC |
PRIVATE TRUST CO NACIK 0001277557 | 134,849 | $1.36M | – | no_change |
Advisors Asset Management, Inc.CIK 0001297376 | 128,229 | $1.30M | -66,084 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +511,552 | $70.11K |
Invesco Ltd.↑ INC | +251,117 | $12.59M |
Rareview Capital LLC↑ INC | +225,471 | $4.02M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +193,889 | $1.96M |
Allspring Global Investments Holdings, LLC↑ INC | +165,959 | $6.23M |
D.A. DAVIDSON & CO.↑ INC | +144,213 | $3.87M |
FIRST TRUST ADVISORS LP↑ INC | +78,497 | $2.12M |
MORGAN STANLEY↑ INC | +77,628 | $51.68M |
Sowell Financial Services LLC↑ INC | +57,759 | $7.19M |
1607 Capital Partners, LLC↑ INC | +57,522 | $919.36K |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -1,436,389 | $781.83K |
BANK OF AMERICA CORP /DE/↓ DEC | -721,396 | $46.41M |
LPL Financial LLC↓ DEC | -127,886 | $8.76M |
Capital Investment Advisors, LLC↓ DEC | -114,840 | $7.37M |
ROYAL BANK OF CANADA↓ DEC | -107,606 | $7.70M |
WELLS FARGO & COMPANY/MN↓ DEC | -85,009 | $10.18M |
UBS Group AG↓ DEC | -75,980 | $6.01M |
Diesslin Group, Inc.↓ DEC | -73,239 | $352.77K |
GUGGENHEIM CAPITAL LLC↓ DEC | -69,651 | $19.39M |
Advisors Asset Management, Inc.↓ DEC | -66,084 | $1.30M |