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 |
|---|---|---|---|---|
McGowan Group Asset Management, Inc.CIK 0001633227 | 2,915,465 | $31.57M | +16,536 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,647,484 | $28.67M | +294,570 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,319,032 | $25.12M | -399,236 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,615,318 | $17.49M | +1,161,330 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,079,452 | $11.69M | -27,522 | ↓ DEC |
UBS Group AGCIK 0001610520 | 947,345 | $10.26M | -96,894 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 933,058 | $10.10M | +48,263 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 889,340 | $9.63M | +115,252 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 758,010 | $8.21M | +139,024 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 576,916 | $6.25M | +6,519 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 557,025 | $6.03M | +74,966 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 543,390 | $5.88M | +129,688 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 467,588 | $5.06M | +34,351 | ↑ INC |
Intellectus Partners, LLCCIK 0001677253 | 461,897 | $5.00M | +23,913 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 415,436 | $4.50M | -18,461 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 383,952 | $4.16M | -11,206 | ↓ DEC |
Ascentis Independent AdvisorsCIK 0001845003 | 334,023 | $3.62M | +179,045 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 323,951 | $3.51M | -49,483 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 320,053 | $3.47M | -71,051 | ↓ DEC |
Trinity Legacy Partners, LLCCIK 0001652529 | 282,346 | $3.17M | +8,875 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 246,674 | $2.67M | -1,594 | ↓ DEC |
Stratos Wealth Advisors, LLCCIK 0001707202 | 240,389 | $2.60M | +3,510 | ↑ INC |
Journey Advisory Group, LLCCIK 0001840085 | 231,541 | $2.51M | +2,532 | ↑ INC |
Strategic Wealth Partners, Ltd.CIK 0001720777 | 197,329 | $2.14M | -858 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 153,662 | $1.66M | +16,844 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↑ INC | +1,417,186 | $21.87K |
BANK OF AMERICA CORP /DE/↑ INC | +1,161,330 | $17.49M |
WELLS FARGO & COMPANY/MN↑ INC | +294,570 | $28.67M |
Ascentis Independent Advisors↑ INC | +179,045 | $3.62M |
RAYMOND JAMES FINANCIAL INC↑ INC | +139,024 | $8.21M |
GUGGENHEIM CAPITAL LLC↑ INC | +129,688 | $5.88M |
ROYAL BANK OF CANADA↑ INC | +115,252 | $9.63M |
Pathstone Holdings, LLCNEW | +114,725 | $1.24M |
COHEN & STEERS, INC.↑ INC | +80,000 | $4.65K |
1607 Capital Partners, LLC↑ INC | +74,966 | $6.03M |
| Filer | Δ Shares | Value |
|---|---|---|
Logan Stone Capital, LLC↓ DEC | -845,816 | $415.37K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -602,926 | $1.61M |
MORGAN STANLEY↓ DEC | -399,236 | $25.12M |
JANE STREET GROUP, LLC↓ DEC | -124,880 | $1.16M |
UBS Group AG↓ DEC | -96,894 | $10.26M |
Arax Advisory Partners↓ DEC | -91,915 | $58.54K |
NATIONAL BANK OF CANADA /FI/↓ DEC | -88,898 | $49.24K |
STIFEL FINANCIAL CORP↓ DEC | -71,051 | $3.47M |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -49,483 | $3.51M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -48,767 | $694.00 |