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 |
|---|---|---|---|---|
ROYAL BANK OF CANADACIK 0001000275 | 401,952 | $4.32M | +10,721 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 284,570 | $3.06M | +32,980 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 226,534 | $2.44M | -35,794 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 194,911 | $2.10M | +24,992 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 148,042 | $1.59M | +37,085 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 134,573 | $1.45M | +74,234 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 134,409 | $1.44M | +7,753 | ↑ INC |
Venture Visionary Partners LLCCIK 0001792283 | 124,968 | $1.34M | +50 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 114,887 | $1.24M | -6,965 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 53,687 | $595.39K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 41,585 | $447.06K | -5,075 | ↓ DEC |
Aviance Capital Partners, LLCCIK 0001542383 | 41,174 | $442.62K | +626 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 34,797 | $374.07K | +20,900 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 33,988 | $365.37K | -1,909 | ↓ DEC |
SeaCrest Wealth Management, LLCCIK 0001728121 | 31,280 | $336.26K | -1,092 | ↓ DEC |
JOURNEY STRATEGIC WEALTH LLCCIK 0001909316 | 28,850 | $310.14K | +15,500 | ↑ INC |
INTEGRATED CAPITAL MANAGEMENT, INC.CIK 0001608826 | 17,566 | $188.83K | -108 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 17,109 | $183.93K | +70 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 15,500 | $166.63K | – | no_change |
CHOREO, LLCCIK 0001679031 | 15,498 | $166.60K | -560 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 14,220 | $152.87K | +798 | ↑ INC |
UBS Group AGCIK 0001610520 | 13,929 | $149.74K | -12,875 | ↓ DEC |
Equitable Holdings, Inc.CIK 0001333986 | 11,615 | $128.46K | +11,615 | NEW |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 10,641 | $114.39K | -2,824 | ↓ DEC |
CoreCap Advisors, LLCCIK 0001902501 | 6,400 | $68.80K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +74,234 | $1.45M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +56,402 | $971.00 |
COHEN & STEERS, INC.NEW | +40,000 | $430.00 |
RAYMOND JAMES FINANCIAL INC↑ INC | +37,085 | $1.59M |
LPL Financial LLC↑ INC | +32,980 | $3.06M |
MORGAN STANLEY↑ INC | +24,992 | $2.10M |
Noble Wealth Management PBC↑ INC | +20,900 | $374.07K |
JOURNEY STRATEGIC WEALTH LLC↑ INC | +15,500 | $310.14K |
Equitable Holdings, Inc.NEW | +11,615 | $128.46K |
ROYAL BANK OF CANADA↑ INC | +10,721 | $4.32M |
| Filer | Δ Shares | Value |
|---|---|---|
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -35,794 | $2.44M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -24,227 | $60.20K |
UBS Group AG↓ DEC | -12,875 | $149.74K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -6,965 | $1.24M |
OSAIC HOLDINGS, INC.↓ DEC | -5,075 | $447.06K |
MML INVESTORS SERVICES, LLC↓ DEC | -2,824 | $114.39K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -1,909 | $365.37K |
SeaCrest Wealth Management, LLC↓ DEC | -1,092 | $336.26K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -1,006 | $390.00 |
CHOREO, LLC↓ DEC | -560 | $166.60K |