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 | 1,426,828 | $18.31M | -26,098 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 632,871 | $8.12M | -284,357 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 551,868 | $7.08M | +9,495 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 359,854 | $4.62M | -10,253 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 317,567 | $4.07M | -10,501 | ↓ DEC |
UBS Group AGCIK 0001610520 | 251,425 | $3.23M | +1,853 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 233,633 | $3.00M | -22,185 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 230,483 | $2.96M | +125,702 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 208,084 | $2.67M | -777 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 166,302 | $2.13M | +8,328 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 70,085 | $899.19K | -253 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 66,289 | $850.49K | -8,695 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 53,158 | $682.02K | -2,586 | ↓ DEC |
Clearstead Advisors, LLCCIK 0000842775 | 52,818 | $677.65K | -303 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 50,581 | $648.96K | +133 | ↑ INC |
Financial Alternatives, IncCIK 0001967227 | 43,796 | $561.90K | – | no_change |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 35,636 | $457.21K | +35,429 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 33,876 | $434.63K | +966 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 33,200 | $425.96K | +33,200 | NEW |
STIFEL FINANCIAL CORPCIK 0000720672 | 30,143 | $386.72K | -1,077 | ↓ DEC |
Saxony Capital Management, LLCCIK 0001561330 | 26,002 | $333.61K | – | no_change |
Kapstone Financial Advisors LLCCIK 0001966087 | 23,690 | $303.94K | +2,300 | ↑ INC |
LEVEL FOUR ADVISORY SERVICES, LLCCIK 0001696715 | 22,026 | $282.60K | -2,880 | ↓ DEC |
Strategic Wealth Partners, Ltd.CIK 0001720777 | 21,147 | $271.32K | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 19,935 | $255.77K | -465 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↑ INC | +125,702 | $2.96M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +35,429 | $457.21K |
FIFTH THIRD BANCORPNEW | +33,200 | $425.96K |
SMITH, MOORE & CO.NEW | +15,188 | $194.86K |
BANK OF AMERICA CORP /DE/↑ INC | +9,495 | $7.08M |
Mariner, LLC↑ INC | +8,328 | $2.13M |
Farther Finance Advisors, LLC↑ INC | +6,242 | $84.23K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +5,527 | $248.82K |
PRINCIPAL SECURITIES, INC.↑ INC | +2,470 | $173.84K |
Kapstone Financial Advisors LLC↑ INC | +2,300 | $303.94K |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↓ DEC | -284,357 | $8.12M |
Shaker Financial Services, LLC↓ DEC | -79,110 | $208.06K |
MORGAN STANLEY↓ DEC | -26,098 | $18.31M |
ROYAL BANK OF CANADA↓ DEC | -22,185 | $3.00M |
EverSource Wealth Advisors, LLC↓ DEC | -12,149 | $63.00 |
WELLS FARGO & COMPANY/MN↓ DEC | -10,501 | $4.07M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -10,253 | $4.62M |
HighTower Advisors, LLC↓ DEC | -8,695 | $850.49K |
LEVEL FOUR ADVISORY SERVICES, LLC↓ DEC | -2,880 | $282.60K |
Cetera Investment Advisers↓ DEC | -2,586 | $682.02K |