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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 4,857,535 | $83.16M | +84,345 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 4,366,213 | $74.75M | +154,925 | ↑ INC |
UBS Group AGCIK 0001610520 | 3,908,498 | $66.91M | -22,798 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 3,062,741 | $52.43M | +5,510 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,126,140 | $36.40M | +33,314 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 2,118,216 | $36.26M | +91,551 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 1,944,623 | $33.29M | +598,819 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,224,072 | $20.96M | +18,299 | ↑ INC |
Bensler, LLCCIK 0001965941 | 1,114,699 | $19.08M | +27,598 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 794,697 | $13.61M | -2,883 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 782,626 | $13.40M | +27,839 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 710,177 | $12.16M | +42,427 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 649,078 | $11.11M | -26,942 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 612,583 | $10.49M | +286,709 | ↑ INC |
&PARTNERSCIK 0000107136 | 555,192 | $9.51M | -24,902 | ↓ DEC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 525,788 | $9.00M | -7,874 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 432,641 | $7.41M | +281,432 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 388,535 | $6.65M | -4,506 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 330,356 | $5.66M | +29,958 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 324,545 | $5.56M | -46,039 | ↓ DEC |
TRUIST FINANCIAL CORPCIK 0000092230 | 308,365 | $5.28M | +22,466 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 286,761 | $4.91M | -12,402 | ↓ DEC |
Apollon Wealth Management, LLCCIK 0001764387 | 281,070 | $4.81M | -118,903 | ↓ DEC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 236,613 | $4.05M | -257,629 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 229,856 | $3.94M | +5,907 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +598,819 | $33.29M |
Shaker Financial Services, LLC↑ INC | +286,709 | $10.49M |
1607 Capital Partners, LLC↑ INC | +281,432 | $7.41M |
RIVERNORTH CAPITAL MANAGEMENT, LLCNEW | +172,463 | $2.95M |
MORGAN STANLEY↑ INC | +154,925 | $74.75M |
Logan Stone Capital, LLC↑ INC | +110,775 | $2.23M |
ROYAL BANK OF CANADA↑ INC | +91,551 | $36.26M |
Calamos Advisors LLCNEW | +85,160 | $1.46M |
BANK OF AMERICA CORP /DE/↑ INC | +84,345 | $83.16M |
FIFTH THIRD BANCORP↑ INC | +63,715 | $1.13M |
| Filer | Δ Shares | Value |
|---|---|---|
READYSTATE ASSET MANAGEMENT LP↓ DEC | -257,629 | $4.05M |
Apollon Wealth Management, LLC↓ DEC | -118,903 | $4.81M |
GUGGENHEIM CAPITAL LLC↓ DEC | -46,039 | $5.56M |
DAVENPORT & Co LLC↓ DEC | -36,154 | $2.86M |
Advisors Asset Management, Inc.↓ DEC | -26,942 | $11.11M |
&PARTNERS↓ DEC | -24,902 | $9.51M |
UBS Group AG↓ DEC | -22,798 | $66.91M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -19,701 | $176.83K |
EverSource Wealth Advisors, LLC↓ DEC | -17,296 | $67.44K |
KESTRA PRIVATE WEALTH SERVICES, LLC↓ DEC | -14,779 | $316.02K |