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 | 13,043,773 | $179.87M | +55,909 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,500,782 | $34.49M | +16,212 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,164,535 | $29.85M | +125,787 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,592,347 | $21.96M | +173,016 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,286,095 | $17.74M | +48,123 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 1,120,472 | $15.45M | -13,385 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 853,436 | $11.77M | -51,474 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 817,971 | $11.28M | -26,589 | ↓ DEC |
MATRIX PRIVATE CAPITAL GROUP LLCCIK 0001906866 | 805,721 | $11.11M | +136,196 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 637,446 | $8.79M | -34,879 | ↓ DEC |
RFG Advisory, LLCCIK 0001633387 | 626,075 | $8.63M | +12,689 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 600,715 | $8.28M | +52,067 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 537,761 | $7.42M | +21,791 | ↑ INC |
UBS Group AGCIK 0001610520 | 521,091 | $7.19M | -18,779 | ↓ DEC |
IHT Wealth Management, LLCCIK 0001697490 | 445,405 | $6.14M | +30,383 | ↑ INC |
Pathway Financial Advisers, LLCCIK 0002024152 | 440,229 | $6.07M | +24,055 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 438,048 | $6.04M | +24,391 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 415,438 | $5.73M | -7,618 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 368,539 | $5.08M | +159,359 | ↑ INC |
Cypress Capital Management LLC (WY)CIK 0001633896 | 362,177 | $4.99M | +74,970 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 323,630 | $4.46M | +20,996 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 306,604 | $4.23M | +48,075 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 300,005 | $4.14M | +5,775 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 289,406 | $3.99M | +4,089 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 240,246 | $3.31M | -67,880 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Invesco Ltd.↑ INC | +173,016 | $21.96M |
Shaker Financial Services, LLC↑ INC | +159,359 | $5.08M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +142,953 | $2.72M |
MATRIX PRIVATE CAPITAL GROUP LLC↑ INC | +136,196 | $11.11M |
WELLS FARGO & COMPANY/MN↑ INC | +125,787 | $29.85M |
READYSTATE ASSET MANAGEMENT LP↑ INC | +87,701 | $1.90M |
Cypress Capital Management LLC (WY)↑ INC | +74,970 | $4.99M |
FIFTH THIRD BANCORP↑ INC | +70,398 | $1.08M |
HARBOUR INVESTMENTS, INC.↑ INC | +70,044 | $1.29M |
MORGAN STANLEY↑ INC | +55,909 | $179.87M |
| Filer | Δ Shares | Value |
|---|---|---|
World Investment Advisors↓ DEC | -134,414 | $299.98K |
Advisors Asset Management, Inc.↓ DEC | -67,880 | $3.31M |
GUGGENHEIM CAPITAL LLC↓ DEC | -51,474 | $11.77M |
Compound Planning, Inc.↓ DEC | -46,887 | $495.97K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -39,125 | $299.68K |
ROYAL BANK OF CANADA↓ DEC | -34,879 | $8.79M |
BANK OF AMERICA CORP /DE/↓ DEC | -26,589 | $11.28M |
UBS Group AG↓ DEC | -18,779 | $7.19M |
PRINCIPAL SECURITIES, INC.↓ DEC | -13,385 | $15.45M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -13,150 | $424.52K |