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 |
|---|---|---|---|---|
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,447,219 | $34.07M | +80,508 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,435,577 | $33.90M | +20,015 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,015,180 | $14.13M | +16,313 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 709,243 | $9.87M | +186,001 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 496,151 | $6.91M | +17,766 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 458,354 | $6.38M | +56,894 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 321,532 | $4.48M | +160,421 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 321,148 | $4.47M | -21,235 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 294,469 | $4.10M | +92,140 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 288,949 | $4.02M | +148,616 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 225,745 | $3.14M | +2,390 | ↑ INC |
Journey Advisory Group, LLCCIK 0001840085 | 198,768 | $2.77M | +1,842 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 194,632 | $2.71M | +8,851 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 168,388 | $2.63M | +44,477 | ↑ INC |
Pettinga Financial Advisors LLCCIK 0001694592 | 183,203 | $2.55M | +9,885 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 154,770 | $2.15M | +154,770 | NEW |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 146,139 | $2.03M | -409,778 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 136,881 | $1.91M | +61,338 | ↑ INC |
Maridea Wealth Management LLCCIK 0002056245 | 135,157 | $1.88M | +12,144 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 100,135 | $1.39M | -8,672 | ↓ DEC |
JOURNEY STRATEGIC WEALTH LLCCIK 0001909316 | 89,111 | $1.24M | -43,950 | ↓ DEC |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153 | 74,377 | $1.04M | +1,785 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 70,849 | $986.23K | +12,927 | ↑ INC |
Creekside PartnersCIK 0002035951 | 67,168 | $934.98K | -2,796 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 64,212 | $893.81K | -19,332 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
ROYAL BANK OF CANADA↑ INC | +186,001 | $9.87M |
1607 Capital Partners, LLC↑ INC | +160,421 | $4.48M |
Pathstone Holdings, LLCNEW | +154,770 | $2.15M |
BANK OF AMERICA CORP /DE/↑ INC | +148,616 | $4.02M |
Penserra Capital Management LLC↑ INC | +103,180 | $7.66K |
LPL Financial LLC↑ INC | +92,140 | $4.10M |
WELLS FARGO & COMPANY/MN↑ INC | +80,508 | $34.07M |
GUGGENHEIM CAPITAL LLC↑ INC | +61,338 | $1.91M |
RAYMOND JAMES FINANCIAL INC↑ INC | +56,894 | $6.38M |
FIFTH THIRD BANCORP↑ INC | +49,444 | $694.33K |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -409,778 | $2.03M |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -178,716 | $235.85K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -59,127 | $14.26K |
JOURNEY STRATEGIC WEALTH LLC↓ DEC | -43,950 | $1.24M |
&PARTNERS↓ DEC | -35,194 | $591.09K |
OSAIC HOLDINGS, INC.↓ DEC | -33,280 | $423.40K |
JANE STREET GROUP, LLC↓ DEC | -28,941 | $337.88K |
MGO ONE SEVEN LLC↓ DEC | -26,459 | $391.21K |
WEDBUSH SECURITIES INC↓ DEC | -24,895 | $1.21K |
Logan Stone Capital, LLC↓ DEC | -21,235 | $4.47M |