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 |
|---|---|---|---|---|
AMERIPRISE FINANCIAL INCCIK 0000820027 | 708,495 | $4.18M | +4,779 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 502,714 | $2.97M | -200,141 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 393,627 | $2.32M | -30,247 | ↓ DEC |
GraniteShares Advisors LLCCIK 0001839545 | 382,573 | $2.26M | -43,795 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 287,219 | $1.69M | -82,746 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 195,360 | $1.15M | +3,158 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 116,701 | $688.53K | -20,207 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 112,106 | $661.42K | +33,784 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 98,930 | $605.45K | – | no_change |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 73,079 | $431.17K | +60,392 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 68,096 | $401.77K | -399,524 | ↓ DEC |
UBS Group AGCIK 0001610520 | 59,328 | $350.04K | +9,469 | ↑ INC |
Total Wealth Planning & Management, Inc.CIK 0002058383 | 51,221 | $302.20K | +3,752 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 43,193 | $255.00K | +1,607 | ↑ INC |
Quarry LPCIK 0001965207 | 40,231 | $237.36K | -147,652 | ↓ DEC |
World Investment AdvisorsCIK 0001652594 | 29,243 | $172.53K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 20,132 | $118.78K | -118 | ↓ DEC |
NOMURA HOLDINGS INCCIK 0001163653 | 19,990 | $117.94K | +19,990 | NEW |
LEVIN CAPITAL STRATEGIES, L.P.CIK 0001354821 | 18,206 | $107.42K | – | no_change |
Tactive Advisors, LLCCIK 0002002409 | 17,807 | $105.06K | -1,556 | ↓ DEC |
Integrity Advisory Solutions, LLCCIK 0002057931 | 17,606 | $103.88K | +3,622 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 17,404 | $102.68K | -840 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 16,160 | $95.34K | +2,644 | ↑ INC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 13,458 | $79.40K | – | no_change |
Merit Financial Group, LLCCIK 0001621225 | 12,612 | $74.41K | +373 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +60,392 | $431.17K |
LPL Financial LLC↑ INC | +33,784 | $661.42K |
NOMURA HOLDINGS INCNEW | +19,990 | $117.94K |
Allspring Global Investments Holdings, LLCNEW | +12,200 | $71.98K |
Hunter Perkins Capital Management, LLCNEW | +11,744 | $69.00 |
HARBOUR INVESTMENTS, INC.↑ INC | +11,616 | $70.68K |
ASHTON THOMAS SECURITIES, LLCNEW | +11,000 | $64.90K |
UBS Group AG↑ INC | +9,469 | $350.04K |
AMERIPRISE FINANCIAL INC↑ INC | +4,779 | $4.18M |
Total Wealth Planning & Management, Inc.↑ INC | +3,752 | $302.20K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -439,778 | $17.65K |
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -399,524 | $401.77K |
GUGGENHEIM CAPITAL LLC↓ DEC | -200,141 | $2.97M |
Quarry LP↓ DEC | -147,652 | $237.36K |
Invesco Ltd.↓ DEC | -82,746 | $1.69M |
GraniteShares Advisors LLC↓ DEC | -43,795 | $2.26M |
Shaker Financial Services, LLC↓ DEC | -30,247 | $2.32M |
OSAIC HOLDINGS, INC.↓ DEC | -20,207 | $688.53K |
ECLECTIC ASSOCIATES INC /ADV↓ DEC | -2,689 | $70.29K |
Tactive Advisors, LLC↓ DEC | -1,556 | $105.06K |