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 | 23,488,552 | $203.41M | -713,722 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 3,787,391 | $32.80M | +21,653 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 3,727,445 | $32.28M | +23,359 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,687,106 | $23.27M | +11,853 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,221,377 | $19.24M | +114,502 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,380,926 | $11.96M | -18,478 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,328,786 | $11.51M | +56,142 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,231,413 | $10.66M | -64,477 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 1,197,735 | $10.37M | +165,177 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,187,151 | $10.28M | -19,453 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 1,178,492 | $10.21M | -289,345 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 962,825 | $8.34M | -25,978 | ↓ DEC |
Formidable Asset Management, LLCCIK 0001592613 | 843,399 | $8.04M | -72,934 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 860,149 | $7.45M | +27,013 | ↑ INC |
Prosperity Consulting Group, LLCCIK 0001910398 | 741,744 | $6.42M | +13,051 | ↑ INC |
UBS Group AGCIK 0001610520 | 716,046 | $6.20M | +13,110 | ↑ INC |
Snowden Capital Advisors LLCCIK 0001903055 | 657,084 | $5.69M | -5,838 | ↓ DEC |
Focused Wealth Management, IncCIK 0001586052 | 598,534 | $5.18M | -8,840 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 577,753 | $5.00M | +115,134 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 559,068 | $4.84M | +48,429 | ↑ INC |
SAM Advisors, LLCCIK 0001600944 | 522,543 | $4.53M | +9,069 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 499,489 | $4.33M | +28,360 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 456,013 | $3.95M | -4,658 | ↓ DEC |
CoreCap Advisors, LLCCIK 0001902501 | 414,184 | $3.59M | +3,655 | ↑ INC |
KMG FIDUCIARY PARTNERS, LLCCIK 0001773205 | 364,289 | $3.15M | +3,721 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Clearstead Advisors, LLC↑ INC | +202,231 | $1.87M |
STIFEL FINANCIAL CORP↑ INC | +165,177 | $10.37M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +164,841 | $1.43M |
FIFTH THIRD BANCORP↑ INC | +161,745 | $1.41M |
MERCER GLOBAL ADVISORS INC /ADV↑ INC | +144,337 | $1.42M |
Kestra Advisory Services, LLC↑ INC | +115,134 | $5.00M |
RAYMOND JAMES FINANCIAL INC↑ INC | +114,502 | $19.24M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +110,626 | $1.65M |
COHEN & STEERS, INC.↑ INC | +85,000 | $9.09K |
Janney Montgomery Scott LLC↑ INC | +57,105 | $12.13K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -713,722 | $203.41M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -345,259 | $3.08M |
Karpus Management, Inc.↓ DEC | -289,345 | $10.21M |
OPPENHEIMER & CO INC↓ DEC | -92,878 | $283.34K |
Formidable Asset Management, LLC↓ DEC | -72,934 | $8.04M |
GUGGENHEIM CAPITAL LLC↓ DEC | -64,477 | $10.66M |
Shaker Financial Services, LLC↓ DEC | -57,158 | $1.80M |
Independent Advisor Alliance↓ DEC | -52,105 | $113.51K |
J.W. COLE ADVISORS, INC.↓ DEC | -40,271 | $254.21K |
Focus Partners Wealth↓ DEC | -36,735 | $1.01M |