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 |
|---|---|---|---|---|
Tidal Investments LLCCIK 0001600064 | 398,957 | $9.38M | +310,221 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 383,287 | $9.01M | +158,721 | ↑ INC |
UBS Group AGCIK 0001610520 | 243,557 | $5.72M | +223,070 | ↑ INC |
SCOTIA CAPITAL INC.CIK 0001335644 | 237,986 | $5.59M | +208,277 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 231,703 | $5.45M | -14,339 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 172,730 | $4.06M | +50,762 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 150,466 | $3.54M | +67,648 | ↑ INC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 143,986 | $3.46M | +143,986 | NEW |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 126,386 | $2.97M | +67,628 | ↑ INC |
Solstein Capital, LLCCIK 0001730769 | 125,867 | $2.96M | +29,387 | ↑ INC |
GenTrust, LLCCIK 0001697110 | 122,364 | $2.88M | – | no_change |
Daiwa Securities Group Inc.CIK 0001481045 | 94,800 | $2.23M | +31,100 | ↑ INC |
RPg Family Wealth Advisory, LLCCIK 0001569884 | 85,286 | $2.00M | +7,861 | ↑ INC |
Risk Paradigm Group, LLCCIK 0001569886 | 85,196 | $2.00M | +2,204 | ↑ INC |
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047 | 77,509 | $1.82M | -252,974 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 63,192 | $1.49M | +46,895 | ↑ INC |
Leo Wealth, LLCCIK 0001912202 | 61,894 | $1.45M | +2,447 | ↑ INC |
Modern Wealth Management, LLCCIK 0002001900 | 59,170 | $1.40M | -3,300 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 51,371 | $1.21M | +51,371 | NEW |
JANE STREET GROUP, LLCCIK 0001595888 | 50,524 | $1.19M | -2,783 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 47,274 | $1.11M | +21,764 | ↑ INC |
Exit Wealth Advisors, LLC.CIK 0002082744 | 45,378 | $1.07M | +34,700 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 40,272 | $946.40K | +37,067 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 38,600 | $907.10K | -39,301 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 36,614 | $860.00K | +14,833 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Tidal Investments LLC↑ INC | +310,221 | $9.38M |
UBS Group AG↑ INC | +223,070 | $5.72M |
SCOTIA CAPITAL INC.↑ INC | +208,277 | $5.59M |
BANK OF AMERICA CORP /DE/↑ INC | +158,721 | $9.01M |
Concurrent Investment Advisors, LLCNEW | +143,986 | $3.46M |
MORGAN STANLEY↑ INC | +67,648 | $3.54M |
AMERIPRISE FINANCIAL INC↑ INC | +67,628 | $2.97M |
Sanctuary Advisors, LLCNEW | +51,371 | $1.21M |
LPL Financial LLC↑ INC | +50,762 | $4.06M |
CITADEL ADVISORS LLC↑ INC | +46,895 | $1.49M |
| Filer | Δ Shares | Value |
|---|---|---|
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC | -252,974 | $1.82M |
AE Wealth Management LLC↓ DEC | -41,164 | $9.99K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -39,301 | $907.10K |
Belvedere Trading LLC↓ DEC | -31,395 | $211.78K |
HighTower Advisors, LLC↓ DEC | -14,339 | $5.45M |
Steward Partners Investment Advisory, LLC↓ DEC | -12,847 | $767.12K |
STIFEL FINANCIAL CORP↓ DEC | -4,637 | $609.40K |
Modern Wealth Management, LLC↓ DEC | -3,300 | $1.40M |
JANE STREET GROUP, LLC↓ DEC | -2,783 | $1.19M |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -2,385 | $121.28K |