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 | 1,006,202 | $4.81M | +84,799 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 246,827 | $1.18M | -108,131 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 237,139 | $1.13M | -309 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 198,913 | $950.80K | +182,299 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 198,261 | $947.69K | +11,250 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 194,478 | $929.61K | +60,398 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 164,764 | $787.57K | +164,764 | NEW |
Kestra Advisory Services, LLCCIK 0001830819 | 137,908 | $659.20K | +24,453 | ↑ INC |
ECLECTIC ASSOCIATES INC /ADVCIK 0000743482 | 123,478 | $590.23K | +47,255 | ↑ INC |
JOURNEY STRATEGIC WEALTH LLCCIK 0001909316 | 101,000 | $482.78K | +14,000 | ↑ INC |
Quarry LPCIK 0001965207 | 98,811 | $472.32K | +31,203 | ↑ INC |
Dynamic Advisor Solutions LLCCIK 0001599747 | 95,408 | $456.05K | +2,215 | ↑ INC |
Moors & Cabot, Inc.CIK 0001607239 | 94,576 | $452.07K | -3,424 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 39,685 | $189.69K | +39,685 | NEW |
Arlington Capital Management, Inc.CIK 0001606507 | 32,686 | $156.24K | +2,714 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 31,814 | $152.07K | +22,701 | ↑ INC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 28,284 | $135.20K | +702 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 24,939 | $119.21K | +10,000 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 23,540 | $112.52K | +23,540 | NEW |
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864 | 21,781 | $104.11K | +131 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 21,557 | $103.04K | – | no_change |
NOMURA HOLDINGS INCCIK 0001163653 | 20,000 | $95.60K | -20,000 | ↓ DEC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 17,305 | $82.72K | +16,481 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 17,123 | $81.85K | +203 | ↑ INC |
UBS Group AGCIK 0001610520 | 16,213 | $77.50K | -778 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
ENVESTNET ASSET MANAGEMENT INC↑ INC | +182,299 | $950.80K |
GUGGENHEIM CAPITAL LLCNEW | +164,764 | $787.57K |
MORGAN STANLEY↑ INC | +84,799 | $4.81M |
RAYMOND JAMES FINANCIAL INC↑ INC | +60,398 | $929.61K |
ECLECTIC ASSOCIATES INC /ADV↑ INC | +47,255 | $590.23K |
Private Advisor Group, LLCNEW | +39,685 | $189.69K |
Quarry LP↑ INC | +31,203 | $472.32K |
Kestra Advisory Services, LLC↑ INC | +24,453 | $659.20K |
Invesco Ltd.NEW | +23,540 | $112.52K |
WELLS FARGO & COMPANY/MN↑ INC | +22,701 | $152.07K |
| Filer | Δ Shares | Value |
|---|---|---|
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -108,131 | $1.18M |
WEDBUSH SECURITIES INC↓ DEC | -25,959 | $977.00 |
OSAIC HOLDINGS, INC.↓ DEC | -23,506 | $9.39K |
NOMURA HOLDINGS INC↓ DEC | -20,000 | $95.60K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -11,565 | $35.19K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -10,227 | $55.41K |
Moors & Cabot, Inc.↓ DEC | -3,424 | $452.07K |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -3,000 | $71.22K |
UBS Group AG↓ DEC | -778 | $77.50K |
LPL Financial LLC↓ DEC | -309 | $1.13M |