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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 877,697 | $7.91M | +57,369 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 840,687 | $7.58M | +45,240 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 657,365 | $5.92M | -54,164 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 577,787 | $5.21M | -1,796 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 543,879 | $4.90M | -1,634 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 525,628 | $4.74M | – | no_change |
Shaker Financial Services, LLCCIK 0001511794 | 368,049 | $3.34M | +20,201 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 247,405 | $2.23M | -16,732 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 237,759 | $2.14M | +148,292 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 183,467 | $1.73M | +31,591 | ↑ INC |
Byrne Asset Management LLCCIK 0001911322 | 184,930 | $1.67M | +184,930 | NEW |
Sowell Financial Services LLCCIK 0001633697 | 157,253 | $1.42M | -2,614 | ↓ DEC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 130,721 | $1.18M | +20,150 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 86,576 | $780.05K | -39,064 | ↓ DEC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 76,600 | $690.17K | +10,210 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 70,332 | $633.69K | +636 | ↑ INC |
BENJAMIN EDWARDS INCCIK 0001451623 | 66,251 | $596.96K | -118 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 66,195 | $596.43K | -13,644 | ↓ DEC |
Calamos Advisors LLCCIK 0001316507 | 66,148 | $595.99K | +29,429 | ↑ INC |
Morey & Quinn Wealth Partners, LLCCIK 0002055521 | 63,431 | $571.51K | – | no_change |
Equitable Holdings, Inc.CIK 0001333986 | 59,813 | $556.26K | +5,178 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 61,110 | $550.62K | -888 | ↓ DEC |
Independent Advisor AllianceCIK 0001696899 | 52,100 | $469.42K | +5,900 | ↑ INC |
UBS Group AGCIK 0001610520 | 52,009 | $468.60K | -54,538 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 51,609 | $465.00K | +5,258 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Byrne Asset Management LLCNEW | +184,930 | $1.67M |
Advisors Asset Management, Inc.↑ INC | +148,292 | $2.14M |
RAYMOND JAMES FINANCIAL INC↑ INC | +57,369 | $7.91M |
ROYAL BANK OF CANADA↑ INC | +45,240 | $7.58M |
Rareview Capital LLC↑ INC | +31,591 | $1.73M |
Calamos Advisors LLC↑ INC | +29,429 | $595.99K |
Shaker Financial Services, LLC↑ INC | +20,201 | $3.34M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +20,150 | $1.18M |
INDEPENDENT FINANCIAL GROUP, LLC↑ INC | +10,210 | $690.17K |
Independent Advisor Alliance↑ INC | +5,900 | $469.42K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -190,963 | $25.86K |
UBS Group AG↓ DEC | -54,538 | $468.60K |
GUGGENHEIM CAPITAL LLC↓ DEC | -54,164 | $5.92M |
LPL Financial LLC↓ DEC | -39,064 | $780.05K |
AMERIPRISE FINANCIAL INC↓ DEC | -16,732 | $2.23M |
OSAIC HOLDINGS, INC.↓ DEC | -13,644 | $596.43K |
Steward Partners Investment Advisory, LLC↓ DEC | -12,236 | $12.61K |
Sowell Financial Services LLC↓ DEC | -2,614 | $1.42M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -1,885 | $194.02K |
MORGAN STANLEY↓ DEC | -1,796 | $5.21M |