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 | 1,782,851 | $36.37M | +32,978 | ↑ INC |
Exeter Financial, LLCCIK 0001752045 | 579,022 | $11.81M | +4,796 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 525,213 | $10.71M | +15,600 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 422,987 | $8.63M | +7,853 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 334,855 | $6.83M | +48,275 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 269,863 | $5.51M | +7,573 | ↑ INC |
UBS Group AGCIK 0001610520 | 264,477 | $5.40M | -11,575 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 260,072 | $5.30M | +15,241 | ↑ INC |
North Star Investment Management Corp.CIK 0001342857 | 178,517 | $3.64M | -6,026 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 172,002 | $3.51M | -4,073 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 153,242 | $3.13M | -426 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 134,930 | $2.75M | -7,250 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 127,891 | $2.61M | -48,647 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 114,108 | $2.33M | +32,509 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 109,223 | $2.23M | +46,706 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 90,312 | $1.84M | +11,766 | ↑ INC |
Creative PlanningCIK 0001540235 | 79,728 | $1.63M | -45 | ↓ DEC |
Clear Point Advisors Inc.CIK 0002010474 | 26,385 | $1.58M | +26,385 | NEW |
Integrated Wealth Concepts LLCCIK 0001737109 | 73,429 | $1.50M | +3,288 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 61,154 | $1.25M | -635 | ↓ DEC |
PMG Family Office LLCCIK 0002102299 | 57,847 | $1.18M | +678 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 52,517 | $1.07M | -8,226 | ↓ DEC |
Waverly Advisors, LLCCIK 0001568787 | 48,892 | $997.40K | +3,200 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 41,132 | $839.09K | -57,889 | ↓ DEC |
D.A. DAVIDSON & CO.CIK 0001080107 | 37,736 | $769.83K | -2,856 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +48,275 | $6.83M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +46,706 | $2.23M |
MORGAN STANLEY↑ INC | +32,978 | $36.37M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +32,509 | $2.33M |
Clear Point Advisors Inc.NEW | +26,385 | $1.58M |
WELLS FARGO & COMPANY/MN↑ INC | +15,600 | $10.71M |
ROYAL BANK OF CANADA↑ INC | +15,241 | $5.30M |
FIFTH THIRD BANCORP↑ INC | +13,500 | $287.25K |
TRUIST FINANCIAL CORP↑ INC | +11,766 | $1.84M |
Proactive Wealth Strategies LLCNEW | +11,598 | $236.61K |
| Filer | Δ Shares | Value |
|---|---|---|
Advisors Asset Management, Inc.↓ DEC | -57,889 | $839.09K |
GUGGENHEIM CAPITAL LLC↓ DEC | -48,647 | $2.61M |
Axiom Investment Management LLC↓ DEC | -22,358 | $118.25K |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -21,746 | $338.42K |
UBS Group AG↓ DEC | -11,575 | $5.40M |
AMERIPRISE FINANCIAL INC↓ DEC | -8,226 | $1.07M |
Karpus Management, Inc.↓ DEC | -7,250 | $2.75M |
North Star Investment Management Corp.↓ DEC | -6,026 | $3.64M |
LPL Financial LLC↓ DEC | -4,073 | $3.51M |
D.A. DAVIDSON & CO.↓ DEC | -2,856 | $769.83K |