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 | 230,147 | $6.78M | +177,032 | ↑ INC |
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047 | 126,713 | $3.73M | +29,575 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 80,307 | $2.37M | +3,416 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 70,956 | $2.11M | +59,129 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 51,362 | $1.51M | +323 | ↑ INC |
Equitable Holdings, Inc.CIK 0001333986 | 69,378 | $1.21M | -19,000 | ↓ DEC |
Leo Wealth, LLCCIK 0001912202 | 31,247 | $920.86K | +956 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 30,249 | $891.44K | -13,166 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 23,896 | $704.21K | -15,736 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 21,495 | $633.47K | +233 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 17,332 | $510.77K | -22,919 | ↓ DEC |
PARTNERS WEALTH MANAGEMENT, LLCCIK 0002054714 | 16,925 | $498.78K | -3,515 | ↓ DEC |
American State Bank (Iowa)CIK 0002122473 | 14,400 | $424.37K | – | no_change |
PICTON MAHONEY ASSET MANAGEMENTCIK 0001539041 | 9,110 | $268.47K | – | no_change |
Bright Futures Wealth Management, LLC.CIK 0001803980 | 8,016 | $236.23K | +8,016 | NEW |
CWM, LLCCIK 0001535847 | 7,143 | $210.50K | -28 | ↓ DEC |
UBS Group AGCIK 0001610520 | 6,653 | $196.06K | -5 | ↓ DEC |
BARCLAYS PLCCIK 0000312069 | 5,105 | $150.44K | – | no_change |
Knights of Columbus Asset Advisors LLCCIK 0001688666 | 3,575 | $105.36K | -127 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 3,421 | $100.83K | -180 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 2,928 | $86.32K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 2,789 | $82.00K | -843 | ↓ DEC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 1,561 | $46.00K | +44 | ↑ INC |
Aptus Capital Advisors, LLCCIK 0001664193 | 1,336 | $39.37K | – | no_change |
BANK OF MONTREAL /CAN/CIK 0000927971 | 624 | $18.39K | +624 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↑ INC | +177,032 | $6.78M |
AMERIPRISE FINANCIAL INC↑ INC | +59,129 | $2.11M |
MANUFACTURERS LIFE INSURANCE COMPANY, THE↑ INC | +29,575 | $3.73M |
Bright Futures Wealth Management, LLC.NEW | +8,016 | $236.23K |
Cetera Investment Advisers↑ INC | +3,416 | $2.37M |
Leo Wealth, LLC↑ INC | +956 | $920.86K |
BANK OF MONTREAL /CAN/NEW | +624 | $18.39K |
AE Wealth Management LLC↑ INC | +351 | $10.49K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +323 | $1.51M |
STIFEL FINANCIAL CORP↑ INC | +233 | $633.47K |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -22,919 | $510.77K |
Equitable Holdings, Inc.↓ DEC | -19,000 | $1.21M |
LPL Financial LLC↓ DEC | -15,736 | $704.21K |
Steward Partners Investment Advisory, LLC↓ DEC | -13,166 | $891.44K |
PARTNERS WEALTH MANAGEMENT, LLC↓ DEC | -3,515 | $498.78K |
ROYAL BANK OF CANADA↓ DEC | -843 | $82.00K |
Tower Research Capital LLC (TRC)↓ DEC | -208 | $1.03K |
MORGAN STANLEY↓ DEC | -180 | $100.83K |
Knights of Columbus Asset Advisors LLC↓ DEC | -127 | $105.36K |
CWM, LLC↓ DEC | -28 | $210.50K |