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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 3,932,339 | $25.48M | -30,201 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 1,558,061 | $10.10M | +35,040 | ↑ INC |
Peak Planning Group, LLCCIK 0002097384 | 1,142,766 | $7.41M | -46,322 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,044,494 | $6.77M | +81,251 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 898,819 | $5.82M | -144,855 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 567,595 | $3.71M | -19,234 | ↓ DEC |
UBS Group AGCIK 0001610520 | 393,980 | $2.55M | +25,597 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 385,978 | $2.50M | +38,746 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 305,177 | $1.98M | +182,531 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 224,084 | $1.45M | +86,968 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 173,542 | $1.12M | +5,195 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 166,605 | $1.08M | -6,212 | ↓ DEC |
Marks Group Wealth Management, IncCIK 0001802473 | 162,945 | $1.06M | -13,495 | ↓ DEC |
EASTERLY INVESTMENT PARTNERS LLCCIK 0001766150 | 158,861 | $1.03M | – | no_change |
Luken Investment Analytics, LLCCIK 0001730546 | 143,441 | $929.50K | +1,963 | ↑ INC |
ADAPT WEALTH ADVISORS, LLCCIK 0002013937 | 120,904 | $783.46K | – | no_change |
Corient Private Wealth LLCCIK 0001948780 | 117,234 | $759.67K | -3,500 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 111,048 | $719.59K | +25,655 | ↑ INC |
Sowell Financial Services LLCCIK 0001633697 | 103,500 | $670.68K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 100,927 | $654.00K | -1,117 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 87,992 | $570.19K | -326 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 84,412 | $546.99K | -3,483 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 83,030 | $538.03K | -207,647 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 77,372 | $501.37K | +61,894 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 72,166 | $468.00K | +2,116 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Advisors Asset Management, Inc.↑ INC | +182,531 | $1.98M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +115,381 | $11.24K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +86,968 | $1.45M |
Invesco Ltd.↑ INC | +81,251 | $6.77M |
Cetera Investment Advisers↑ INC | +61,894 | $501.37K |
LPL Financial LLC↑ INC | +38,746 | $2.50M |
Pathstone Holdings, LLC↑ INC | +35,040 | $10.10M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +25,655 | $719.59K |
UBS Group AG↑ INC | +25,597 | $2.55M |
THRIVENT FINANCIAL FOR LUTHERANS↑ INC | +17,326 | $2.12K |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -207,647 | $538.03K |
GUGGENHEIM CAPITAL LLC↓ DEC | -144,855 | $5.82M |
Peak Planning Group, LLC↓ DEC | -46,322 | $7.41M |
MORGAN STANLEY↓ DEC | -30,201 | $25.48M |
JANE STREET GROUP, LLC↓ DEC | -20,513 | $181.93K |
Shaker Financial Services, LLC↓ DEC | -19,234 | $3.71M |
Marks Group Wealth Management, Inc↓ DEC | -13,495 | $1.06M |
Axiom Investment Management LLC↓ DEC | -12,013 | $18.80K |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -11,706 | $906.00 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -10,091 | $73.64K |