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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 521,162 | $8.92M | -5,700 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 410,818 | $7.03M | +27,240 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 385,600 | $6.52M | +51,853 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 350,450 | $6.00M | -15,344 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 228,655 | $3.91M | -75 | ↓ DEC |
UBS Group AGCIK 0001610520 | 189,308 | $3.24M | +4,191 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 122,288 | $2.09M | +2,890 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 120,308 | $2.06M | +29,567 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 105,931 | $1.81M | +16,128 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 83,382 | $1.43M | +22,313 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 79,402 | $1.36M | -2,518 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 72,861 | $1.32M | -5,593 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 76,239 | $1.31M | -712 | ↓ DEC |
Wakefield Asset Management LLLPCIK 0001600435 | 69,341 | $1.19M | +9,329 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 58,904 | $1.01M | -50,910 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 56,187 | $961.92K | +68 | ↑ INC |
Formidable Asset Management, LLCCIK 0001592613 | 42,683 | $721.77K | +11,083 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 38,555 | $660.05K | -1,345 | ↓ DEC |
Ackerman Capital Advisors, LLCCIK 0001699506 | 34,483 | $590.35K | -1,882 | ↓ DEC |
Regal Investment Advisors LLCCIK 0001559789 | 30,702 | $525.62K | +4,281 | ↑ INC |
Legacy Financial Strategies, LLCCIK 0001723925 | 30,547 | $522.97K | – | no_change |
World Investment AdvisorsCIK 0001652594 | 26,941 | $461.24K | +168 | ↑ INC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 26,549 | $454.52K | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 26,528 | $454.16K | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 25,778 | $441.33K | -2,019 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
JONES FINANCIAL COMPANIES LLLP↑ INC | +51,853 | $6.52M |
LPL Financial LLC↑ INC | +29,567 | $2.06M |
RAYMOND JAMES FINANCIAL INC↑ INC | +27,240 | $7.03M |
Summit Trail Advisors, LLCNEW | +25,582 | $437.96K |
Invesco Ltd.↑ INC | +22,313 | $1.43M |
ROYAL BANK OF CANADA↑ INC | +16,128 | $1.81M |
Formidable Asset Management, LLC↑ INC | +11,083 | $721.77K |
Wakefield Asset Management LLLP↑ INC | +9,329 | $1.19M |
VAN ECK ASSOCIATES CORP↑ INC | +8,749 | $2.15K |
Regal Investment Advisors LLC↑ INC | +4,281 | $525.62K |
| Filer | Δ Shares | Value |
|---|---|---|
Fiera Capital Corp↓ DEC | -50,910 | $1.01M |
GUGGENHEIM CAPITAL LLC↓ DEC | -15,344 | $6.00M |
1607 Capital Partners, LLC↓ DEC | -5,700 | $8.92M |
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -5,593 | $1.32M |
Mutual Advisors, LLC↓ DEC | -4,600 | $171.20K |
MELFA WEALTH MANAGEMENT, INC.↓ DEC | -2,518 | $1.36M |
AMERIPRISE FINANCIAL INC↓ DEC | -2,019 | $441.33K |
OSAIC HOLDINGS, INC.↓ DEC | -1,905 | $1.72K |
Ackerman Capital Advisors, LLC↓ DEC | -1,882 | $590.35K |
Rockefeller Capital Management L.P.↓ DEC | -1,666 | $55.56K |