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 |
|---|---|---|---|---|
D.A. DAVIDSON & CO.CIK 0001080107 | 622,462 | $13.29M | +23,349 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 424,712 | $9.07M | -14,873 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 314,124 | $6.71M | +10,689 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 295,996 | $6.32M | -27,012 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 212,818 | $4.54M | -44,471 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 185,980 | $3.97M | +8,068 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 171,560 | $3.66M | +23,931 | ↑ INC |
UBS Group AGCIK 0001610520 | 122,044 | $2.61M | +17,795 | ↑ INC |
Mutual Advisors, LLCCIK 0001694080 | 116,382 | $2.48M | +3,029 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 110,636 | $2.36M | +1,844 | ↑ INC |
&PARTNERSCIK 0000107136 | 103,695 | $2.21M | -35,548 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 102,825 | $2.20M | +20,150 | ↑ INC |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 94,577 | $2.02M | -65,402 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 75,419 | $1.61M | -1,993 | ↓ DEC |
PMG Family Office LLCCIK 0002102299 | 57,566 | $1.23M | +2,193 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 55,246 | $1.18M | +2,786 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 49,650 | $1.06M | -10,211 | ↓ DEC |
WORLD EQUITY GROUP, INC.CIK 0000878770 | 46,266 | $987.81K | +23,882 | ↑ INC |
Everstar Asset Management, LLCCIK 0002023744 | 42,114 | $899.13K | -2,000 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 38,116 | $813.01K | -8,734 | ↓ DEC |
Samalin Investment Counsel, LLCCIK 0001544366 | 35,986 | $768.30K | -5,197 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 34,438 | $735.25K | -75 | ↓ DEC |
Herold Advisors, Inc.CIK 0001891713 | 33,067 | $705.97K | +4,068 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 32,209 | $687.66K | +6,635 | ↑ INC |
Boreal Capital Management LLCCIK 0002080094 | 1 | $684.82K | +1 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↑ INC | +23,931 | $3.66M |
WORLD EQUITY GROUP, INC.↑ INC | +23,882 | $987.81K |
D.A. DAVIDSON & CO.↑ INC | +23,349 | $13.29M |
RAYMOND JAMES FINANCIAL INC↑ INC | +20,150 | $2.20M |
Janney Montgomery Scott LLC↑ INC | +17,990 | $874.00 |
UBS Group AG↑ INC | +17,795 | $2.61M |
BANK OF AMERICA CORP /DE/↑ INC | +10,689 | $6.71M |
ROYAL BANK OF CANADA↑ INC | +8,068 | $3.97M |
FIFTH THIRD BANCORPNEW | +7,540 | $160.98K |
Kestra Advisory Services, LLC↑ INC | +6,635 | $687.66K |
| Filer | Δ Shares | Value |
|---|---|---|
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -65,402 | $2.02M |
GUGGENHEIM CAPITAL LLC↓ DEC | -44,471 | $4.54M |
CoreCap Advisors, LLC↓ DEC | -36,130 | $623.53K |
&PARTNERS↓ DEC | -35,548 | $2.21M |
MORGAN STANLEY↓ DEC | -27,012 | $6.32M |
WELLS FARGO & COMPANY/MN↓ DEC | -14,873 | $9.07M |
OSAIC HOLDINGS, INC.↓ DEC | -10,211 | $1.06M |
CITADEL ADVISORS LLC↓ DEC | -9,731 | $453.07K |
Steward Partners Investment Advisory, LLC↓ DEC | -9,004 | $354.07K |
Advisors Asset Management, Inc.↓ DEC | -8,734 | $813.01K |