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 |
|---|---|---|---|---|
Avior Wealth Management, LLCCIK 0001599868 | 573,966 | $8.38M | +573,966 | ↑ INC |
UBS Group AGCIK 0001610520 | 569,216 | $8.31M | +863 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 562,535 | $8.21M | +2,037 | ↑ INC |
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824 | 548,752 | $8.01M | +21,522 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 375,823 | $5.49M | +69,621 | ↑ INC |
Twelve Points Wealth Management LLCCIK 0001877090 | 363,804 | $5.31M | +18,235 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 312,285 | $4.56M | +5,895 | ↑ INC |
Stratos Wealth Advisors, LLCCIK 0001707202 | 288,641 | $4.21M | +29,274 | ↑ INC |
Intellectus Partners, LLCCIK 0001677253 | 281,849 | $4.11M | -8,412 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 274,790 | $4.01M | +6,349 | ↑ INC |
Catawba River CapitalCIK 0001843303 | 262,477 | $3.84M | +4,838 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 230,759 | $3.37M | -3,740 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 193,182 | $2.82M | +193,182 | NEW |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 187,042 | $2.73M | -715 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 175,298 | $2.56M | -25,341 | ↓ DEC |
Journey Advisory Group, LLCCIK 0001840085 | 173,374 | $2.53M | +1,944 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 158,310 | $2.31M | +2,248 | ↑ INC |
Gridiron Partners, LLCCIK 0001910867 | 154,710 | $2.26M | +110,793 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 145,851 | $2.13M | -330,022 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 135,782 | $1.98M | -18,997 | ↓ DEC |
Ignite Planners, LLCCIK 0001849348 | 114,817 | $1.68M | -6,722 | ↓ DEC |
Berger Financial Group, IncCIK 0001826136 | 105,664 | $1.54M | -2,281 | ↓ DEC |
ArchPoint InvestorsCIK 0001483472 | 100,964 | $1.47M | – | no_change |
Aviance Capital Partners, LLCCIK 0001542383 | 95,072 | $1.39M | +5,523 | ↑ INC |
Strategic Wealth Partners, Ltd.CIK 0001720777 | 88,316 | $1.29M | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Avior Wealth Management, LLC↑ INC | +573,966 | $8.38M |
ABSOLUTE INVESTMENT ADVISERS, LLCNEW | +193,182 | $2.82M |
Gridiron Partners, LLC↑ INC | +110,793 | $2.26M |
Quarry LPNEW | +75,986 | $1.11M |
ROYAL BANK OF CANADA↑ INC | +69,621 | $5.49M |
Stratos Wealth Advisors, LLC↑ INC | +29,274 | $4.21M |
Blueprint Investment Partners LLCNEW | +21,800 | $318.28K |
EVERGREEN CAPITAL MANAGEMENT LLC↑ INC | +21,522 | $8.01M |
Twelve Points Wealth Management LLC↑ INC | +18,235 | $5.31M |
Maridea Wealth Management LLCNEW | +12,156 | $177.47K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -365,320 | $45.32K |
BANK OF AMERICA CORP /DE/↓ DEC | -330,022 | $2.13M |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -80,525 | $982.22K |
U.S. Capital Wealth Advisors, LLC↓ DEC | -51,774 | $204.40K |
Janney Montgomery Scott LLC↓ DEC | -29,861 | $3.01K |
STIFEL FINANCIAL CORP↓ DEC | -25,341 | $2.56M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -18,997 | $1.98M |
Shaker Financial Services, LLC↓ DEC | -13,805 | $215.09K |
VERUS CAPITAL PARTNERS, LLC↓ DEC | -8,511 | $367.63K |
Intellectus Partners, LLC↓ DEC | -8,412 | $4.11M |