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 | 1,244,886 | $12.00M | -224,778 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 693,692 | $6.69M | +10,921 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 564,547 | $5.44M | -89,183 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 515,236 | $4.97M | -26,201 | ↓ DEC |
Edgemoor Investment Advisors, Inc.CIK 0001313792 | 487,589 | $4.70M | -2,448 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 418,605 | $4.04M | +61,881 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 402,053 | $3.88M | -33,183 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 382,863 | $3.69M | +294,829 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 301,726 | $2.91M | +15,190 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 252,296 | $2.43M | -7 | ↓ DEC |
UBS Group AGCIK 0001610520 | 227,213 | $2.19M | -25,163 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 217,576 | $2.10M | -24,329 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 202,051 | $1.95M | -40,620 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 153,708 | $1.48M | -9,195 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 135,937 | $1.31M | +28,321 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 133,183 | $1.28M | +7,424 | ↑ INC |
HOURGLASS CAPITAL, LLCCIK 0001442573 | 113,800 | $1.10M | +113,800 | NEW |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 111,622 | $1.08M | – | no_change |
Independent Advisor AllianceCIK 0001696899 | 110,815 | $1.07M | +84,907 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 103,767 | $1.00M | -3,538 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 94,819 | $914.05K | +168 | ↑ INC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 72,300 | $696.97K | – | no_change |
Verity Asset Management, Inc.CIK 0001597298 | 69,543 | $670.39K | +1,771 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 69,046 | $665.60K | +570 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 65,666 | $633.02K | +2,288 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Almitas Capital LLC↑ INC | +294,829 | $3.69M |
HOURGLASS CAPITAL, LLCNEW | +113,800 | $1.10M |
Independent Advisor Alliance↑ INC | +84,907 | $1.07M |
RAYMOND JAMES FINANCIAL INC↑ INC | +61,881 | $4.04M |
STIFEL FINANCIAL CORP↑ INC | +28,321 | $1.31M |
OSAIC HOLDINGS, INC.↑ INC | +18,190 | $550.21K |
AMERIPRISE FINANCIAL INC↑ INC | +15,190 | $2.91M |
Advisors Asset Management, Inc.↑ INC | +10,921 | $6.69M |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↑ INC | +9,100 | $504.40K |
WELLS FARGO & COMPANY/MN↑ INC | +7,424 | $1.28M |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -263,415 | $828.00 |
MORGAN STANLEY↓ DEC | -224,778 | $12.00M |
IFP Advisors, Inc↓ DEC | -169,307 | $11.57K |
Invesco Ltd.↓ DEC | -89,183 | $5.44M |
RFG Advisory, LLC↓ DEC | -67,621 | $223.61K |
Penserra Capital Management LLC↓ DEC | -58,903 | $6.83K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -58,600 | $102.19K |
GUGGENHEIM CAPITAL LLC↓ DEC | -40,620 | $1.95M |
LPL Financial LLC↓ DEC | -33,183 | $3.88M |
BANK OF AMERICA CORP /DE/↓ DEC | -26,201 | $4.97M |