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 | 1,013,667 | $24.89M | +11,014 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 973,340 | $23.90M | +26,391 | ↑ INC |
UBS Group AGCIK 0001610520 | 892,770 | $21.92M | +54,073 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 883,948 | $21.70M | -32,433 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 841,582 | $20.66M | +51,462 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 784,802 | $19.27M | +1,206 | ↑ INC |
Joel Isaacson & Co., LLCCIK 0001599330 | 731,946 | $17.97M | -13,301 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 728,622 | $17.89M | +11,845 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 523,142 | $12.84M | +17,175 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 458,958 | $11.27M | +12,607 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 416,375 | $10.22M | -13,901 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 396,498 | $9.73M | +17,791 | ↑ INC |
Kingstone Capital Partners Texas, LLCCIK 0002057208 | 341,625 | $8.39M | +32,499 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 298,298 | $7.32M | +29,310 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 268,376 | $6.59M | +2,810 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 255,468 | $6.26M | -105,150 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 213,798 | $5.25M | +7,604 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 193,503 | $4.75M | -12,590 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 189,544 | $4.65M | -34,039 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 153,157 | $3.76M | +7,280 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 152,012 | $3.73M | +56,749 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 150,896 | $3.70M | +251 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 146,211 | $3.58M | -47,289 | ↓ DEC |
&PARTNERSCIK 0000107136 | 140,184 | $3.48M | +6,079 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 127,491 | $3.13M | +7,936 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
LEGACY FINANCIAL INDEPENDENT ADVISORS LLCNEW | +90,783 | $2.23M |
Steward Partners Investment Advisory, LLC↑ INC | +56,749 | $3.73M |
EverSource Wealth Advisors, LLC↑ INC | +56,453 | $1.68M |
UBS Group AG↑ INC | +54,073 | $21.92M |
1607 Capital Partners, LLC↑ INC | +51,462 | $20.66M |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +36,543 | $1.38M |
Samalin Investment Counsel, LLC↑ INC | +35,892 | $900.91K |
Kingstone Capital Partners Texas, LLC↑ INC | +32,499 | $8.39M |
OSAIC HOLDINGS, INC.↑ INC | +29,310 | $7.32M |
Allspring Global Investments Holdings, LLC↑ INC | +28,434 | $1.72M |
| Filer | Δ Shares | Value |
|---|---|---|
Shaker Financial Services, LLC↓ DEC | -108,982 | $1.53M |
AMERIPRISE FINANCIAL INC↓ DEC | -105,150 | $6.26M |
TWO SIGMA INVESTMENTS, LP↓ DEC | -59,253 | $1.24M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -47,289 | $3.58M |
ROYAL BANK OF CANADA↓ DEC | -34,039 | $4.65M |
BANK OF AMERICA CORP /DE/↓ DEC | -32,433 | $21.70M |
Axiom Investment Management LLC↓ DEC | -32,325 | $198.69K |
Formidable Asset Management, LLC↓ DEC | -18,785 | $2.86M |
Karpus Management, Inc.↓ DEC | -13,901 | $10.22M |
Joel Isaacson & Co., LLC↓ DEC | -13,301 | $17.97M |