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 | 1,213,550 | $24.83M | -51,841 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,134,517 | $23.21M | -69,647 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 769,232 | $15.74M | +49,891 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 728,260 | $14.90M | -63,648 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 723,010 | $14.79M | -5,807 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 699,479 | $14.31M | +15,407 | ↑ INC |
UBS Group AGCIK 0001610520 | 428,143 | $8.76M | -12,051 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 412,725 | $8.44M | +3,195 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 366,367 | $7.50M | +15,912 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 349,044 | $7.14M | -29,099 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 300,152 | $6.14M | -347,182 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 275,672 | $5.64M | +90,687 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 244,924 | $5.01M | +82,145 | ↑ INC |
Chung Wu Investment Group, LLCCIK 0002054278 | 157,310 | $3.22M | -1,300 | ↓ DEC |
JBR Co Financial Management IncCIK 0002017878 | 136,906 | $3.20M | – | no_change |
Larson Financial Group LLCCIK 0001731061 | 141,989 | $2.91M | +4,526 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 132,730 | $2.72M | -81,936 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 128,981 | $2.64M | +36,948 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 124,198 | $2.53M | +5,843 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 120,930 | $2.47M | +1,070 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 113,944 | $2.33M | -57,247 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 110,532 | $2.26M | +108,330 | ↑ INC |
Fund Advisors of America Inc/FLCIK 0002116327 | 106,662 | $2.18M | -1,899 | ↓ DEC |
ROMAN BUTLER FULLERTON & COCIK 0000733444 | 84,705 | $1.80M | +1,085 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 84,291 | $1.72M | +5,926 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +108,330 | $2.26M |
Shaker Financial Services, LLC↑ INC | +90,687 | $5.64M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +82,145 | $5.01M |
WELLS FARGO & COMPANY/MN↑ INC | +49,891 | $15.74M |
COHEN & STEERS, INC.↑ INC | +40,000 | $2.65K |
1607 Capital Partners, LLC↑ INC | +36,948 | $2.64M |
STIFEL FINANCIAL CORP↑ INC | +25,109 | $1.54M |
Farther Finance Advisors, LLC↑ INC | +23,038 | $532.53K |
Kovack Advisors, Inc.↑ INC | +19,716 | $853.81K |
ROYAL BANK OF CANADA↑ INC | +15,912 | $7.50M |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -347,182 | $6.14M |
Advisors Asset Management, Inc.↓ DEC | -81,936 | $2.72M |
BANK OF AMERICA CORP /DE/↓ DEC | -69,647 | $23.21M |
GUGGENHEIM CAPITAL LLC↓ DEC | -63,648 | $14.90M |
Cetera Investment Advisers↓ DEC | -57,247 | $2.33M |
MORGAN STANLEY↓ DEC | -51,841 | $24.83M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -33,650 | $152.05K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -30,950 | $1.46M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -29,099 | $7.14M |
Axiom Investment Management LLC↓ DEC | -29,091 | $124.30K |