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 | 767,601 | $20.25M | +27,743 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 748,564 | $19.75M | +3,687 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 488,312 | $12.88M | +27,422 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 380,235 | $10.03M | +13,320 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 216,450 | $5.71M | +20,125 | ↑ INC |
Cable Car Capital, LPCIK 0001699575 | 215,000 | $5.67M | +215,000 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 162,123 | $4.28M | -2,214 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 160,318 | $4.23M | -8,088 | ↓ DEC |
Wealthspire Retirement, LLCCIK 0002040084 | 124,426 | $3.28M | +2,275 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 110,314 | $2.91M | +1,799 | ↑ INC |
Prairie Wealth Advisors, Inc.CIK 0002022783 | 0 | $2.75M | – | sold_all |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 94,892 | $2.50M | +160 | ↑ INC |
UBS Group AGCIK 0001610520 | 88,488 | $2.33M | -10,129 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 84,377 | $2.23M | -1,713 | ↓ DEC |
Cypress Capital Management LLC (WY)CIK 0001633896 | 64,480 | $1.70M | +8,450 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 54,310 | $1.43M | -8,573 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 53,335 | $1.41M | +73 | ↑ INC |
PURSUIT WEALTH STRATEGIES, LLCCIK 0002116904 | 52,447 | $1.38M | +1,987 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 49,895 | $1.32M | +106 | ↑ INC |
Yakira Capital Management, Inc.CIK 0001584639 | 46,242 | $1.22M | +46,242 | NEW |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 44,604 | $1.18M | +584 | ↑ INC |
American Institute for Advanced Investment Management, LLPCIK 0001805824 | 37,065 | $977.78K | +18,025 | ↑ INC |
&PARTNERSCIK 0000107136 | 34,848 | $915.58K | +689 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 33,635 | $887.29K | +84 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 32,826 | $865.95K | -2,703 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Cable Car Capital, LPNEW | +215,000 | $5.67M |
SIT INVESTMENT ASSOCIATES INCNEW | +105,107 | $2.77K |
Yakira Capital Management, Inc.NEW | +46,242 | $1.22M |
MORGAN STANLEY↑ INC | +27,743 | $20.25M |
BANK OF AMERICA CORP /DE/↑ INC | +27,422 | $12.88M |
Quarry LPNEW | +26,346 | $695.01K |
BOOTHBAY FUND MANAGEMENT, LLCNEW | +23,606 | $622.73K |
Cambridge Investment Research Advisors, Inc.↑ INC | +23,258 | $2.67K |
Alpine Global Management, LLCNEW | +22,672 | $598.09K |
READYSTATE ASSET MANAGEMENT LPNEW | +22,637 | $597.16K |
| Filer | Δ Shares | Value |
|---|---|---|
STIFEL FINANCIAL CORP↓ DEC | -17,389 | $357.69K |
UBS Group AG↓ DEC | -10,129 | $2.33M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -8,573 | $1.43M |
LPL Financial LLC↓ DEC | -8,088 | $4.23M |
KEYBANK NATIONAL ASSOCIATION/OH↓ DEC | -3,811 | $516.76K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -2,703 | $865.95K |
Cetera Investment Advisers↓ DEC | -2,318 | $618.72K |
WELLS FARGO & COMPANY/MN↓ DEC | -2,214 | $4.28M |
LIBERTY SQUARE WEALTH PARTNERS LLC↓ DEC | -2,200 | $259.55K |
NBC SECURITIES, INC.↓ DEC | -2,186 | $160.31K |