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 | 1,804,529 | $24.67M | -8,215 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 1,719,182 | $23.50M | -79,966 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,479,632 | $20.23M | -34,278 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,335,358 | $18.25M | +29,994 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,153,522 | $15.77M | +44,924 | ↑ INC |
PARAGON FINANCIAL PARTNERS, INC.CIK 0001910845 | 994,107 | $14.47M | +52,191 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 719,814 | $9.84M | +18,451 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 615,740 | $8.42M | -27,382 | ↓ DEC |
BALANCED WEALTH GROUP LLCCIK 0002009783 | 606,954 | $8.30M | +34,974 | ↑ INC |
UBS Group AGCIK 0001610520 | 525,837 | $7.19M | +19,174 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 467,759 | $6.39M | +165,124 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 452,782 | $6.19M | +16,132 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 436,537 | $5.97M | +365 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 430,543 | $5.89M | -7,571 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 423,531 | $5.79M | +87,542 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 399,182 | $5.46M | -64,315 | ↓ DEC |
SIMS INVESTMENT MANAGEMENT, LLCCIK 0002053807 | 387,929 | $5.30M | -982 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 362,457 | $4.96M | -101,499 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 340,066 | $4.65M | +219,413 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 317,449 | $4.34M | -728 | ↓ DEC |
Kingstone Capital Partners Texas, LLCCIK 0002057208 | 307,504 | $4.20M | +53,894 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 297,695 | $4.07M | +3,967 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 267,092 | $3.65M | +15,047 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 255,669 | $3.49M | -77,890 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 247,876 | $3.39M | +51,052 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Cetera Investment Advisers↑ INC | +219,413 | $4.65M |
Focus Partners Wealth↑ INC | +206,904 | $3.31M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +165,124 | $6.39M |
PARK AVENUE SECURITIES LLCNEW | +144,255 | $1.97K |
Steward Partners Investment Advisory, LLC↑ INC | +87,542 | $5.79M |
Kingstone Capital Partners Texas, LLC↑ INC | +53,894 | $4.20M |
PARAGON FINANCIAL PARTNERS, INC.↑ INC | +52,191 | $14.47M |
Advisors Asset Management, Inc.↑ INC | +51,052 | $3.39M |
RAYMOND JAMES FINANCIAL INC↑ INC | +44,924 | $15.77M |
Calamos Advisors LLCNEW | +42,714 | $583.90K |
| Filer | Δ Shares | Value |
|---|---|---|
READYSTATE ASSET MANAGEMENT LP↓ DEC | -215,563 | $192.42K |
Shaker Financial Services, LLC↓ DEC | -202,328 | $291.51K |
OSAIC HOLDINGS, INC.↓ DEC | -101,499 | $4.96M |
LPL Financial LLC↓ DEC | -79,966 | $23.50M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -77,890 | $3.49M |
MML INVESTORS SERVICES, LLC↓ DEC | -64,315 | $5.46M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -55,446 | $134.69K |
Farther Finance Advisors, LLC↓ DEC | -52,557 | $10.63K |
JANE STREET GROUP, LLC↓ DEC | -36,603 | $138.83K |
Invesco Ltd.↓ DEC | -34,278 | $20.23M |