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 | 981,247 | $13.32M | +70,488 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 462,511 | $6.28M | -26,702 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 364,251 | $4.94M | -9,683 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 262,516 | $3.56M | +21,438 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 238,151 | $3.23M | +3,206 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 225,511 | $3.06M | +4,475 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 192,539 | $2.61M | -147,709 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 138,277 | $1.88M | -3,295 | ↓ DEC |
UBS Group AGCIK 0001610520 | 130,957 | $1.78M | -23,689 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 123,958 | $1.68M | -1,792 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 93,796 | $1.27M | +5,089 | ↑ INC |
TrueMark Investments, LLCCIK 0001974457 | 84,876 | $1.15M | +4,320 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 79,045 | $1.07M | +465 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 68,626 | $931.25K | +266 | ↑ INC |
STEPHENS INC /AR/CIK 0000757657 | 63,890 | $866.99K | +1,775 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 62,150 | $843.38K | +1,500 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 58,471 | $793.00K | +7,585 | ↑ INC |
INTEGRITY WEALTH ADVISORS, INC.CIK 0001951908 | 57,058 | $774.28K | +10,399 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 55,513 | $753.31K | -193 | ↓ DEC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 51,859 | $703.73K | +12,330 | ↑ INC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 50,009 | $678.62K | +36,109 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 45,830 | $621.91K | +5,816 | ↑ INC |
Fortis Capital Advisors, LLCCIK 0001959790 | 41,873 | $568.22K | +30,991 | ↑ INC |
Belpointe Asset Management LLCCIK 0001721242 | 41,873 | $568.22K | +30,991 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 41,544 | $563.75K | -139,601 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +70,488 | $13.32M |
READYSTATE ASSET MANAGEMENT LP↑ INC | +36,109 | $678.62K |
Fortis Capital Advisors, LLC↑ INC | +30,991 | $568.22K |
Belpointe Asset Management LLC↑ INC | +30,991 | $568.22K |
LPL Financial LLC↑ INC | +21,438 | $3.56M |
FIFTH THIRD BANCORPNEW | +16,868 | $228.90K |
Concurrent Investment Advisors, LLC↑ INC | +12,330 | $703.73K |
INTEGRITY WEALTH ADVISORS, INC.↑ INC | +10,399 | $774.28K |
Penserra Capital Management LLC↑ INC | +8,026 | $4.64K |
Logan Stone Capital, LLC↑ INC | +7,938 | $463.80K |
| Filer | Δ Shares | Value |
|---|---|---|
Advisors Asset Management, Inc.↓ DEC | -147,709 | $2.61M |
Pathstone Holdings, LLC↓ DEC | -139,601 | $563.75K |
JANE STREET GROUP, LLC↓ DEC | -41,046 | $218.76K |
GUGGENHEIM CAPITAL LLC↓ DEC | -39,468 | $363.43K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -26,702 | $6.28M |
UBS Group AG↓ DEC | -23,689 | $1.78M |
B. Riley Wealth Advisors, Inc.↓ DEC | -18,342 | $189.02K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -9,683 | $4.94M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -3,663 | $136.54K |
Closed-End Fund Advisors, Inc.↓ DEC | -3,295 | $1.88M |