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 | 1,247,862 | $3.19M | -158,778 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 458,566 | $1.17M | +11,769 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 399,196 | $1.02M | -14,709 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 384,102 | $983.30K | +235,619 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 285,186 | $730.08K | +132,916 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 237,035 | $606.81K | -82,617 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 137,560 | $352.15K | +83,199 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 81,022 | $207.41K | +6,873 | ↑ INC |
Dynamic Advisor Solutions LLCCIK 0001599747 | 67,385 | $172.50K | +3,545 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 64,361 | $164.77K | -10,111 | ↓ DEC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 59,793 | $153.07K | -1,443,328 | ↓ DEC |
NOMURA HOLDINGS INCCIK 0001163653 | 50,000 | $128.00K | +30,875 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 43,966 | $112.55K | -28,077 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 43,431 | $111.18K | -6,759 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 42,950 | $109.95K | – | no_change |
Capital Investment Advisors, LLCCIK 0001582732 | 41,598 | $106.49K | -6,200 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 35,992 | $92.14K | +17,450 | ↑ INC |
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230 | 33,967 | $86.96K | +33,967 | NEW |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 31,616 | $80.94K | -2,429 | ↓ DEC |
Sigma Planning CorpCIK 0001449126 | 31,435 | $80.47K | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 30,871 | $79.03K | -33,566 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 28,829 | $74.00K | +283 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 26,300 | $67.33K | +26,300 | NEW |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 25,610 | $65.56K | +2,874 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 23,892 | $61.16K | -22,433 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +235,619 | $983.30K |
Shaker Financial Services, LLC↑ INC | +132,916 | $730.08K |
WELLS FARGO & COMPANY/MN↑ INC | +83,199 | $352.15K |
BOOTHBAY FUND MANAGEMENT, LLCNEW | +33,967 | $86.96K |
NOMURA HOLDINGS INC↑ INC | +30,875 | $128.00K |
XTX Topco LtdNEW | +26,300 | $67.33K |
Integrity Advisory Solutions, LLCNEW | +18,307 | $46.87K |
CITADEL ADVISORS LLC↑ INC | +17,450 | $92.14K |
Invesco Ltd.↑ INC | +11,769 | $1.17M |
OSAIC HOLDINGS, INC.↑ INC | +6,873 | $207.41K |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -1,443,328 | $153.07K |
LPL Financial LLC↓ DEC | -158,778 | $3.19M |
BANK OF AMERICA CORP /DE/↓ DEC | -82,617 | $606.81K |
STIFEL FINANCIAL CORP↓ DEC | -33,566 | $79.03K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -28,077 | $112.55K |
AMERIPRISE FINANCIAL INC↓ DEC | -22,433 | $61.16K |
Fiera Capital Corp↓ DEC | -14,709 | $1.02M |
JANE STREET GROUP, LLC↓ DEC | -12,079 | $54.24K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -10,111 | $164.77K |
MORGAN STANLEY↓ DEC | -6,759 | $111.18K |