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 | 9,819,818 | $92.80M | -183,747 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 4,818,007 | $45.53M | +307,744 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,820,371 | $17.20M | +57,804 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,677,489 | $15.85M | +223,208 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,098,486 | $10.38M | -245,836 | ↓ DEC |
Chicago Partners Investment Group LLCCIK 0001563525 | 1,064,177 | $10.15M | +13,216 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 995,905 | $9.41M | +19,806 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 933,420 | $8.82M | +122,470 | ↑ INC |
UBS Group AGCIK 0001610520 | 717,312 | $6.78M | -49,252 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 629,405 | $5.95M | -84,660 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 591,129 | $5.59M | +71,287 | ↑ INC |
Cyndeo Wealth Partners, LLCCIK 0001950947 | 401,237 | $3.79M | -35,891 | ↓ DEC |
OAK HILL ADVISORS LPCIK 0001164688 | 390,403 | $3.69M | – | no_change |
Kanen Wealth Management LLCCIK 0001681614 | 379,816 | $3.59M | +24,700 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 372,839 | $3.52M | +10,369 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 364,047 | $3.44M | +21,589 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 323,057 | $3.05M | +40,718 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 289,373 | $2.73M | +50,314 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 284,294 | $2.69M | +22,793 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 266,324 | $2.52M | -28,670 | ↓ DEC |
Creative PlanningCIK 0001540235 | 228,598 | $2.16M | +200 | ↑ INC |
Summit Financial, LLCCIK 0001765536 | 208,208 | $1.97M | +15,793 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 203,074 | $1.92M | +24,914 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 193,110 | $1.82M | -19,219 | ↓ DEC |
Ethos Financial Group, LLCCIK 0001954242 | 172,441 | $1.71M | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +1,408,266 | $74.36K |
AMERIPRISE FINANCIAL INC↑ INC | +307,744 | $45.53M |
Invesco Ltd.↑ INC | +223,208 | $15.85M |
Cetera Investment Advisers↑ INC | +122,470 | $8.82M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +95,960 | $1.39M |
RAYMOND JAMES FINANCIAL INC↑ INC | +71,287 | $5.59M |
Focus Partners Wealth↑ INC | +70,931 | $784.79K |
GUGGENHEIM CAPITAL LLC↑ INC | +57,804 | $17.20M |
Shaker Financial Services, LLC↑ INC | +50,314 | $2.73M |
STIFEL FINANCIAL CORP↑ INC | +40,718 | $3.05M |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↓ DEC | -245,836 | $10.38M |
MORGAN STANLEY↓ DEC | -183,747 | $92.80M |
JANE STREET GROUP, LLC↓ DEC | -128,046 | $229.20K |
Capital Investment Advisors, LLC↓ DEC | -84,660 | $5.95M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -74,230 | $2.57K |
UBS Group AG↓ DEC | -49,252 | $6.78M |
Cyndeo Wealth Partners, LLC↓ DEC | -35,891 | $3.79M |
FIRST MERCHANTS CORP↓ DEC | -30,000 | $198.45K |
BANK OF AMERICA CORP /DE/↓ DEC | -28,670 | $2.52M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -19,219 | $1.82M |