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 |
|---|---|---|---|---|
BARD ASSOCIATES INCCIK 0001105907 | 1,216,021 | $18.84M | -3,903 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 678,373 | $10.51M | -29,128 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 674,494 | $10.45M | +110,798 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 424,778 | $6.58M | +55,462 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 372,868 | $5.78M | -7,648 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 340,251 | $5.27M | – | no_change |
Csenge Advisory GroupCIK 0001715593 | 333,238 | $5.16M | +12,928 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 309,201 | $4.79M | +1,778 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 279,921 | $4.34M | +21,075 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 236,683 | $3.67M | +14,174 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 188,848 | $2.93M | -33,892 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 171,926 | $2.66M | -4,644 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 162,187 | $2.51M | -8,430 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 161,777 | $2.51M | +2,625 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 150,410 | $2.33M | -7,775 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 146,876 | $2.28M | +12,893 | ↑ INC |
Gridiron Partners, LLCCIK 0001910867 | 135,742 | $2.10M | -14,789 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 121,151 | $1.88M | +284 | ↑ INC |
Sowell Financial Services LLCCIK 0001633697 | 116,232 | $1.80M | -4,925 | ↓ DEC |
Elevated Capital Advisors, LLCCIK 0001802387 | 114,130 | $1.77M | -390 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 108,421 | $1.68M | +77,198 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 95,703 | $1.48M | -413,042 | ↓ DEC |
UBS Group AGCIK 0001610520 | 95,094 | $1.47M | +288 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 93,946 | $1.46M | +17,130 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 86,772 | $1.34M | -1,685 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +221,002 | $11.18K |
MORGAN STANLEY↑ INC | +110,798 | $10.45M |
Logan Stone Capital, LLC↑ INC | +77,198 | $1.68M |
Hennion & Walsh Asset Management, Inc.↑ INC | +55,462 | $6.58M |
TITLEIST ASSET MANAGEMENT, LLC↑ INC | +55,252 | $1.25M |
Atlantic Edge Private Wealth Management, LLCNEW | +44,935 | $696.04K |
READYSTATE ASSET MANAGEMENT LPNEW | +29,596 | $458.44K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +28,092 | $717.37K |
Noble Wealth Management PBC↑ INC | +26,900 | $629.85K |
Closed-End Fund Advisors, Inc.NEW | +25,059 | $388.16K |
| Filer | Δ Shares | Value |
|---|---|---|
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -413,042 | $1.48M |
Beacon Pointe Advisors, LLC↓ DEC | -77,039 | $496.37K |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -36,832 | $343.88K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -33,892 | $2.93M |
Invesco Ltd.↓ DEC | -29,128 | $10.51M |
Lido Advisors, LLC↓ DEC | -20,000 | $261.70K |
Federation des caisses Desjardins du Quebec↓ DEC | -16,108 | $156.74K |
Gridiron Partners, LLC↓ DEC | -14,789 | $2.10M |
Stratos Wealth Partners, LTD.↓ DEC | -9,124 | $172.53K |
Fiera Capital Corp↓ DEC | -8,430 | $2.51M |