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 | 1,120,430 | $11.66M | -42,460 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 940,891 | $9.79M | -7,359 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 841,478 | $8.76M | -732 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 816,171 | $8.50M | -141,817 | ↓ DEC |
UBS Group AGCIK 0001610520 | 404,299 | $4.21M | +4,544 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 398,047 | $4.14M | -887 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 343,201 | $3.57M | +4,171 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 322,875 | $3.36M | -13,625 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 214,297 | $2.23M | +10,554 | ↑ INC |
WELCH & FORBES LLCCIK 0000105495 | 205,784 | $2.14M | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 164,283 | $1.71M | +1,353 | ↑ INC |
ProVise Management Group, LLCCIK 0001305707 | 105,320 | $1.10M | +4,000 | ↑ INC |
Whipplewood Advisors, LLCCIK 0002052510 | 94,081 | $979.38K | +1,301 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 91,342 | $950.87K | +3,923 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 83,008 | $864.00K | -2,653 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 80,916 | $842.34K | +80,916 | NEW |
STIFEL FINANCIAL CORPCIK 0000720672 | 75,028 | $781.05K | -14,714 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 74,256 | $773.02K | -11,753 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 67,395 | $701.58K | +3,574 | ↑ INC |
InTrack Investment Management IncCIK 0001847343 | 59,390 | $618.25K | -5,601 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 52,634 | $547.92K | +578 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 48,718 | $507.15K | +4,259 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 44,019 | $458.24K | -108,269 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 43,614 | $454.02K | – | no_change |
Invesco Ltd.CIK 0000914208 | 41,475 | $431.75K | -49,164 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Fiera Capital CorpNEW | +80,916 | $842.34K |
VAN ECK ASSOCIATES CORP↑ INC | +53,129 | $2.38K |
Summit Trail Advisors, LLCNEW | +36,767 | $382.74K |
Cambridge Investment Research Advisors, Inc.↑ INC | +28,503 | $1.35K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +19,770 | $223.75K |
HARBOUR INVESTMENTS, INC.↑ INC | +15,323 | $163.90K |
XTX Topco LtdNEW | +14,346 | $149.34K |
Mutual Advisors, LLCNEW | +13,088 | $136.25K |
LPL Financial LLC↑ INC | +10,554 | $2.23M |
Kapstone Financial Advisors LLCNEW | +10,390 | $108.16K |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -141,817 | $8.50M |
Advisors Asset Management, Inc.↓ DEC | -108,269 | $458.24K |
Invesco Ltd.↓ DEC | -49,164 | $431.75K |
MORGAN STANLEY↓ DEC | -42,460 | $11.66M |
STIFEL FINANCIAL CORP↓ DEC | -14,714 | $781.05K |
WELLS FARGO & COMPANY/MN↓ DEC | -13,625 | $3.36M |
OSAIC HOLDINGS, INC.↓ DEC | -11,753 | $773.02K |
CARY STREET PARTNERS FINANCIAL LLC↓ DEC | -9,500 | $252.45K |
Hennion & Walsh Asset Management, Inc.↓ DEC | -7,359 | $9.79M |
InTrack Investment Management Inc↓ DEC | -5,601 | $618.25K |