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 |
|---|---|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824 | 3,460,447 | $18.02M | +18,544 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 2,768,912 | $14.04M | +533,290 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,683,395 | $13.60M | -385,545 | ↓ DEC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 2,245,480 | $11.38M | +68,078 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,857,357 | $9.42M | +431,273 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,805,161 | $9.15M | -6,375 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,120,900 | $5.68M | -85,418 | ↓ DEC |
Rareview Capital LLCCIK 0002044533 | 958,773 | $4.91M | +242,712 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 747,465 | $3.79M | +61,805 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 487,989 | $2.47M | -25,941 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 469,594 | $2.38M | +1,068 | ↑ INC |
PenderFund Capital Management Ltd.CIK 0001706164 | 400,000 | $2.03M | +294,300 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 380,237 | $1.93M | +167,636 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 256,641 | $1.30M | +24,548 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 250,455 | $1.27M | +15,584 | ↑ INC |
UBS Group AGCIK 0001610520 | 233,452 | $1.18M | +23,687 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 226,549 | $1.15M | +720 | ↑ INC |
Alexander Randolph Advisory, Inc.CIK 0000874816 | 199,393 | $1.01M | -948,507 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 198,035 | $1.00M | +15,466 | ↑ INC |
&PARTNERSCIK 0000107136 | 196,236 | $994.92K | -741 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 189,142 | $959.00K | +7,427 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 144,744 | $733.85K | +97,598 | ↑ INC |
Bramshill Investments, LLCCIK 0001619899 | 140,159 | $710.61K | -887 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 136,584 | $692.48K | +135,399 | ↑ INC |
Kaizen Financial StrategiesCIK 0001842013 | 121,694 | $687.57K | +5,725 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +533,290 | $14.04M |
WELLS FARGO & COMPANY/MN↑ INC | +431,273 | $9.42M |
PenderFund Capital Management Ltd.↑ INC | +294,300 | $2.03M |
Rareview Capital LLC↑ INC | +242,712 | $4.91M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +167,636 | $1.93M |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +135,399 | $692.48K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +97,598 | $733.85K |
Beacon Pointe Advisors, LLC↑ INC | +68,078 | $11.38M |
RAYMOND JAMES FINANCIAL INC↑ INC | +61,805 | $3.79M |
Burford Brothers, Inc.NEW | +48,860 | $247.72K |
| Filer | Δ Shares | Value |
|---|---|---|
Alexander Randolph Advisory, Inc.↓ DEC | -948,507 | $1.01M |
MORGAN STANLEY↓ DEC | -385,545 | $13.60M |
Invesco Ltd.↓ DEC | -85,418 | $5.68M |
Logan Stone Capital, LLC↓ DEC | -82,754 | $679.44K |
JANE STREET GROUP, LLC↓ DEC | -78,717 | $172.25K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -27,408 | $263.96K |
Fiera Capital Corp↓ DEC | -25,941 | $2.47M |
Moors & Cabot, Inc.↓ DEC | -18,140 | $303.22K |
Stratos Wealth Partners, LTD.↓ DEC | -12,645 | $91.36K |
BANK OF AMERICA CORP /DE/↓ DEC | -6,375 | $9.15M |