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 |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 1,443,850 | $15.72M | -35,006 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,301,610 | $14.17M | +20,123 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,255,952 | $13.68M | +20,872 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 973,589 | $10.60M | +30,233 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 727,218 | $7.92M | +7,944 | ↑ INC |
Pacific Wealth Strategies Group, Inc.CIK 0001766571 | 546,229 | $5.95M | -33,873 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 337,017 | $3.67M | +30,309 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 312,123 | $3.40M | +73,004 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 301,151 | $3.28M | +18,533 | ↑ INC |
GREATMARK INVESTMENT PARTNERS, INC.CIK 0001540944 | 296,195 | $3.23M | +13,298 | ↑ INC |
Cornerstone Advisory, LLCCIK 0001668189 | 278,497 | $3.03M | -85,956 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 230,855 | $2.51M | -20,103 | ↓ DEC |
Morse Asset Management, IncCIK 0001705711 | 211,381 | $2.30M | +1,874 | ↑ INC |
UBS Group AGCIK 0001610520 | 183,824 | $2.00M | +42,223 | ↑ INC |
Corient Private Wealth LLCCIK 0001948780 | 170,928 | $1.86M | +39,700 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 163,137 | $1.78M | +1,636 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 149,380 | $1.63M | +18,036 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 116,471 | $1.27M | +24,121 | ↑ INC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 111,144 | $1.21M | -4,343 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 109,185 | $1.19M | -19,321 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 101,649 | $1.11M | -28,724 | ↓ DEC |
PMG Family Office LLCCIK 0002102299 | 90,321 | $983.60K | +3,398 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 88,481 | $963.56K | +55,590 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 82,616 | $899.69K | -64,762 | ↓ DEC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 74,885 | $815.50K | +33,881 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
COHEN & STEERS, INC.↑ INC | +122,500 | $5.47K |
Advisors Asset Management, Inc.↑ INC | +73,004 | $3.40M |
MILLENNIUM MANAGEMENT LLCNEW | +59,037 | $642.91K |
Kestra Advisory Services, LLC↑ INC | +55,590 | $963.56K |
UBS Group AG↑ INC | +42,223 | $2.00M |
Corient Private Wealth LLC↑ INC | +39,700 | $1.86M |
Kingsview Wealth Management, LLCNEW | +39,340 | $428.41K |
Beacon Pointe Advisors, LLC↑ INC | +33,881 | $815.50K |
RAYMOND JAMES FINANCIAL INC↑ INC | +30,309 | $3.67M |
MORGAN STANLEY↑ INC | +30,233 | $10.60M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -10,180,697 | $64.03K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -224,125 | $158.26K |
Cornerstone Advisory, LLC↓ DEC | -85,956 | $3.03M |
Shaker Financial Services, LLC↓ DEC | -64,762 | $899.69K |
Apollon Wealth Management, LLC↓ DEC | -35,618 | $533.60K |
LPL Financial LLC↓ DEC | -35,006 | $15.72M |
Pacific Wealth Strategies Group, Inc.↓ DEC | -33,873 | $5.95M |
Mariner, LLC↓ DEC | -28,724 | $1.11M |
ROYAL BANK OF CANADA↓ DEC | -20,103 | $2.51M |
AMERIPRISE FINANCIAL INC↓ DEC | -19,321 | $1.19M |