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 | 1,067,398 | $15.39M | +336,700 | ↑ INC |
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824 | 916,288 | $13.21M | +19,626 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 701,399 | $10.11M | +51,803 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 566,807 | $8.17M | +26,443 | ↑ INC |
EP Wealth Advisors, LLCCIK 0001540569 | 544,068 | $7.85M | -20,434 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 387,596 | $5.59M | -105,425 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 313,131 | $4.52M | +84,984 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 240,034 | $3.82M | +59,937 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 241,711 | $3.49M | +8,650 | ↑ INC |
Stratos Wealth Advisors, LLCCIK 0001707202 | 211,914 | $3.06M | +13,972 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 167,593 | $2.42M | +5,665 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 160,781 | $2.32M | +17,711 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 144,455 | $2.08M | -5,101 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 144,143 | $2.08M | +189 | ↑ INC |
EASTERLY INVESTMENT PARTNERS LLCCIK 0001766150 | 126,739 | $1.83M | +28,818 | ↑ INC |
Corient Private Wealth LLCCIK 0001948780 | 98,240 | $1.42M | +86,514 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 96,983 | $1.40M | -3,665 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 92,887 | $1.34M | +9,367 | ↑ INC |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153 | 68,662 | $990.11K | +1,477 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 62,345 | $899.02K | +2,600 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 59,830 | $862.75K | +16,737 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 58,110 | $837.95K | -27,918 | ↓ DEC |
Yakira Capital Management, Inc.CIK 0001584639 | 54,620 | $787.62K | +35,985 | ↑ INC |
US BANCORP \DE\CIK 0000036104 | 53,608 | $773.03K | – | no_change |
Lido Advisors, LLCCIK 0001650150 | 52,822 | $761.69K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +336,700 | $15.39M |
Corient Private Wealth LLC↑ INC | +86,514 | $1.42M |
GUGGENHEIM CAPITAL LLC↑ INC | +84,984 | $4.52M |
Rareview Capital LLC↑ INC | +59,937 | $3.82M |
ROYAL BANK OF CANADA↑ INC | +51,803 | $10.11M |
Yakira Capital Management, Inc.↑ INC | +35,985 | $787.62K |
Quantinno Capital Management LPNEW | +32,304 | $465.84K |
EASTERLY INVESTMENT PARTNERS LLC↑ INC | +28,818 | $1.83M |
WELLS FARGO & COMPANY/MN↑ INC | +26,443 | $8.17M |
EVERGREEN CAPITAL MANAGEMENT LLC↑ INC | +19,626 | $13.21M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -936,177 | $9.82K |
Invesco Ltd.↓ DEC | -105,425 | $5.59M |
Penserra Capital Management LLC↓ DEC | -87,272 | $16.23K |
Beacon Pointe Advisors, LLC↓ DEC | -28,117 | $681.90K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -27,918 | $837.95K |
EP Wealth Advisors, LLC↓ DEC | -20,434 | $7.85M |
Maridea Wealth Management LLC↓ DEC | -13,202 | $217.01K |
MILLENNIUM MANAGEMENT LLC↓ DEC | -11,837 | $198.17K |
Rockefeller Capital Management L.P.↓ DEC | -6,810 | $498.57K |
IFG Advisory, LLC↓ DEC | -6,469 | $57.29K |