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 |
|---|---|---|---|---|
Rockefeller Capital Management L.P.CIK 0001739439 | 553,739 | $10.17M | -5,278 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 427,737 | $7.85M | +11,730 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 234,712 | $4.31M | -13,895 | ↓ DEC |
UBS Group AGCIK 0001610520 | 141,701 | $2.60M | +6,895 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 133,244 | $2.45M | +5,909 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 132,380 | $2.43M | +22,032 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 108,947 | $2.00M | -11,503 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 71,423 | $1.31M | -13,176 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 64,015 | $1.18M | – | no_change |
FOCUSED ALPHA, LLCCIK 0002105062 | 46,417 | $852.21K | +5,582 | ↑ INC |
MGO ONE SEVEN LLCCIK 0001731444 | 40,515 | $743.86K | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 40,234 | $738.69K | -779 | ↓ DEC |
Merit Financial Group, LLCCIK 0001621225 | 38,142 | $700.29K | +5,511 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 34,900 | $641.00K | +6,127 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 31,496 | $578.26K | +114 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 31,210 | $573.01K | -481 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 26,921 | $494.27K | -4,763 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 24,848 | $456.21K | -72 | ↓ DEC |
U.S. Capital Wealth Advisors, LLCCIK 0001808915 | 23,928 | $439.32K | -6,875 | ↓ DEC |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVCIK 0000752365 | 21,875 | $401.63K | -10,900 | ↓ DEC |
Stronghold Wealth Management L.L.C.CIK 0002107257 | 20,197 | $370.82K | +169 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 20,030 | $367.75K | -12,895 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 19,184 | $352.23K | +10,909 | ↑ INC |
Mutual Advisors, LLCCIK 0001694080 | 18,583 | $341.18K | +7,700 | ↑ INC |
Aviance Capital Partners, LLCCIK 0001542383 | 17,047 | $312.99K | +318 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↑ INC | +22,032 | $2.43M |
MORGAN STANLEY↑ INC | +11,730 | $7.85M |
Kestra Advisory Services, LLC↑ INC | +10,909 | $352.23K |
Mutual Advisors, LLC↑ INC | +7,700 | $341.18K |
FARMERS & MERCHANTS INVESTMENTS INCNEW | +7,000 | $128.52K |
UBS Group AG↑ INC | +6,895 | $2.60M |
ROYAL BANK OF CANADA↑ INC | +6,127 | $641.00K |
BANK OF AMERICA CORP /DE/↑ INC | +5,909 | $2.45M |
FOCUSED ALPHA, LLC↑ INC | +5,582 | $852.21K |
Merit Financial Group, LLC↑ INC | +5,511 | $700.29K |
| Filer | Δ Shares | Value |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↓ DEC | -13,895 | $4.31M |
AMERIPRISE FINANCIAL INC↓ DEC | -13,590 | $292.44K |
Corient Private Wealth LLC↓ DEC | -13,176 | $1.31M |
OSAIC HOLDINGS, INC.↓ DEC | -12,895 | $367.75K |
WELLS FARGO & COMPANY/MN↓ DEC | -11,503 | $2.00M |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV↓ DEC | -10,900 | $401.63K |
U.S. Capital Wealth Advisors, LLC↓ DEC | -6,875 | $439.32K |
Rockefeller Capital Management L.P.↓ DEC | -5,278 | $10.17M |
Steward Partners Investment Advisory, LLC↓ DEC | -4,763 | $494.27K |
Stratos Wealth Partners, LTD.↓ DEC | -1,800 | $208.13K |