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 |
|---|---|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 3,541,856 | $61.95M | -642,767 | ↓ DEC |
GREAT VALLEY ADVISOR GROUP, INC.CIK 0001769897 | 969,379 | $16.95M | +969,379 | NEW |
STATE OF WISCONSIN INVESTMENT BOARDCIK 0000854157 | 650,000 | $11.37M | -356,525 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 550,476 | $9.63M | -18,704 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 437,936 | $7.66M | -171,700 | ↓ DEC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 266,286 | $4.66M | -9,420 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 198,873 | $3.48M | +65,456 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 169,568 | $2.97M | -157,303 | ↓ DEC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 167,752 | $2.93M | +11,300 | ↑ INC |
Uncommon Cents Investing LLCCIK 0001729754 | 164,458 | $2.88M | +7,030 | ↑ INC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 143,541 | $2.51M | -59,807 | ↓ DEC |
Alexander Randolph Advisory, Inc.CIK 0000874816 | 103,413 | $1.81M | -11,202 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 98,764 | $1.73M | +7,261 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 97,191 | $1.70M | -9,891 | ↓ DEC |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOCIK 0001007280 | 62,955 | $1.10M | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 52,917 | $925.51K | -9,470 | ↓ DEC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 50,000 | $874.50K | – | no_change |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 48,914 | $855.50K | -5,897 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 46,446 | $812.34K | -84,572 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 46,400 | $811.54K | – | no_change |
Calamos Advisors LLCCIK 0001316507 | 45,191 | $790.39K | +5,380 | ↑ INC |
Traub Capital Management LLCCIK 0002079207 | 35,755 | $625.36K | -27,814 | ↓ DEC |
Visionary Wealth AdvisorsCIK 0001802984 | 34,111 | $596.60K | +34,111 | NEW |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 31,823 | $556.58K | +29,923 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 29,147 | $509.78K | -5,304 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
GREAT VALLEY ADVISOR GROUP, INC.NEW | +969,379 | $16.95M |
Cambridge Investment Research Advisors, Inc.↑ INC | +75,252 | $1.54K |
Steward Partners Investment Advisory, LLC↑ INC | +65,456 | $3.48M |
Visionary Wealth AdvisorsNEW | +34,111 | $596.60K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +29,923 | $556.58K |
SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | +12,642 | $221.11K |
FLAGSHIP HARBOR ADVISORS, LLC↑ INC | +11,300 | $2.93M |
GUGGENHEIM CAPITAL LLCNEW | +10,746 | $187.95K |
JANE STREET GROUP, LLCNEW | +10,345 | $180.93K |
FIRST TRUST ADVISORS LP↑ INC | +10,116 | $495.30K |
| Filer | Δ Shares | Value |
|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -642,767 | $61.95M |
STATE OF WISCONSIN INVESTMENT BOARD↓ DEC | -356,525 | $11.37M |
1607 Capital Partners, LLC↓ DEC | -171,700 | $7.66M |
BANK OF AMERICA CORP /DE/↓ DEC | -157,303 | $2.97M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -84,572 | $812.34K |
Beacon Pointe Advisors, LLC↓ DEC | -59,807 | $2.51M |
Traub Capital Management LLC↓ DEC | -27,814 | $625.36K |
Allspring Global Investments Holdings, LLC↓ DEC | -18,704 | $9.63M |
Alexander Randolph Advisory, Inc.↓ DEC | -11,202 | $1.81M |
Integrated Wealth Concepts LLC↓ DEC | -9,891 | $1.70M |