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 | 988,296 | $10.60M | -47,503 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 839,629 | $9.01M | +135,373 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 823,135 | $8.83M | +23,214 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 724,133 | $7.77M | +69,583 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 548,049 | $5.88M | +10,071 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 508,511 | $5.46M | -30,227 | ↓ DEC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 458,217 | $4.92M | +458,217 | NEW |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 434,946 | $4.67M | -14,092 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 258,178 | $2.77M | +16,989 | ↑ INC |
Thayer Partners, LLC / MACIK 0002010185 | 233,206 | $2.50M | -6,149 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 217,196 | $2.33M | -52,484 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 213,863 | $2.29M | +3,204 | ↑ INC |
Ethos Financial Group, LLCCIK 0001954242 | 197,924 | $2.23M | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 174,092 | $1.87M | +126,212 | ↑ INC |
ICON ADVISERS INC/COCIK 0001058470 | 170,280 | $1.83M | +19,943 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 159,079 | $1.71M | -11,047 | ↓ DEC |
Keating Financial Advisory Services, Inc.CIK 0002103443 | 136,529 | $1.46M | +68,717 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 132,481 | $1.42M | -25,607 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 131,888 | $1.42M | +24,980 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 128,718 | $1.38M | -39,041 | ↓ DEC |
MAI Capital ManagementCIK 0001040197 | 110,092 | $1.18M | -2,415 | ↓ DEC |
UBS Group AGCIK 0001610520 | 107,845 | $1.16M | -14,534 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 102,900 | $1.10M | -84,213 | ↓ DEC |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 82,264 | $882.69K | -46,556 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 68,222 | $732.02K | -1,258 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
LOOMIS SAYLES & CO L PNEW | +458,217 | $4.92M |
BANK OF AMERICA CORP /DE/↑ INC | +135,373 | $9.01M |
WELLS FARGO & COMPANY/MN↑ INC | +126,212 | $1.87M |
RAYMOND JAMES FINANCIAL INC↑ INC | +69,583 | $7.77M |
Keating Financial Advisory Services, Inc.↑ INC | +68,717 | $1.46M |
COHEN & STEERS, INC.↑ INC | +30,000 | $1.58K |
Ionic Capital Management LLCNEW | +30,000 | $321.90K |
Hilltop Partners LLCNEW | +26,282 | $476.20K |
Baird Financial Group, Inc.↑ INC | +24,980 | $1.42M |
1607 Capital Partners, LLC↑ INC | +23,214 | $8.83M |
| Filer | Δ Shares | Value |
|---|---|---|
Apollon Wealth Management, LLC↓ DEC | -86,194 | $470.48K |
ROYAL BANK OF CANADA↓ DEC | -84,213 | $1.10M |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -81,006 | $382.31K |
Logan Stone Capital, LLC↓ DEC | -52,484 | $2.33M |
MORGAN STANLEY↓ DEC | -47,503 | $10.60M |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -46,556 | $882.69K |
Koshinski Asset Management, Inc.↓ DEC | -40,203 | $252.76K |
LPL Financial LLC↓ DEC | -39,041 | $1.38M |
Invesco Ltd.↓ DEC | -30,227 | $5.46M |
OSAIC HOLDINGS, INC.↓ DEC | -25,607 | $1.42M |