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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,434,951 | $15.81M | -137,219 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 462,808 | $5.10M | -41,536 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 401,725 | $4.43M | +27,675 | ↑ INC |
Marathon Strategic Advisors, LLCCIK 0002021711 | 392,654 | $4.33M | +23,411 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 384,245 | $4.23M | +19,909 | ↑ INC |
Edgemoor Investment Advisors, Inc.CIK 0001313792 | 328,384 | $3.62M | +32,171 | ↑ INC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 319,349 | $3.52M | +319,349 | NEW |
Advisors Asset Management, Inc.CIK 0001297376 | 247,691 | $2.73M | +20,492 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 227,867 | $2.51M | -70,973 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 207,211 | $2.28M | -71,888 | ↓ DEC |
GraniteShares Advisors LLCCIK 0001839545 | 206,185 | $2.27M | -23,598 | ↓ DEC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 175,418 | $1.93M | -314,720 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 171,475 | $1.89M | -7,669 | ↓ DEC |
TT Capital Management LLCCIK 0002056338 | 161,071 | $1.77M | -6,166 | ↓ DEC |
Byrne Asset Management LLCCIK 0001911322 | 153,930 | $1.70M | +58,680 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 149,418 | $1.65M | +4,555 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 148,112 | $1.63M | -137,566 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 141,159 | $1.56M | +61,361 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 120,323 | $1.33M | +3,095 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 109,995 | $1.21M | -75,353 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 109,230 | $1.20M | +109,230 | NEW |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 95,966 | $1.06M | -84,240 | ↓ DEC |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153 | 93,976 | $1.04M | +5,642 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 87,417 | $963.34K | +5,029 | ↑ INC |
Chicago Partners Investment Group LLCCIK 0001563525 | 73,057 | $813.85K | +31,423 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
LOOMIS SAYLES & CO L PNEW | +319,349 | $3.52M |
ABSOLUTE INVESTMENT ADVISERS, LLCNEW | +109,230 | $1.20M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +61,361 | $1.56M |
Byrne Asset Management LLC↑ INC | +58,680 | $1.70M |
Arkadios Wealth Advisors↑ INC | +58,435 | $646.78K |
LEGACY FINANCIAL INDEPENDENT ADVISORS LLCNEW | +45,045 | $496.40K |
Quarry LPNEW | +43,241 | $476.52K |
Edgemoor Investment Advisors, Inc.↑ INC | +32,171 | $3.62M |
Chicago Partners Investment Group LLC↑ INC | +31,423 | $813.85K |
NOMURA HOLDINGS INCNEW | +30,570 | $336.88K |
| Filer | Δ Shares | Value |
|---|---|---|
READYSTATE ASSET MANAGEMENT LP↓ DEC | -314,720 | $1.93M |
BALYASNY ASSET MANAGEMENT L.P.↓ DEC | -219,426 | $175.14K |
ROYAL BANK OF CANADA↓ DEC | -137,566 | $1.63M |
GUGGENHEIM CAPITAL LLC↓ DEC | -137,219 | $15.81M |
UBS Group AG↓ DEC | -96,474 | $710.10K |
AMERIPRISE FINANCIAL INC↓ DEC | -84,240 | $1.06M |
Penserra Capital Management LLC↓ DEC | -75,472 | $10.64K |
JANE STREET GROUP, LLC↓ DEC | -75,436 | $231.93K |
OSAIC HOLDINGS, INC.↓ DEC | -75,353 | $1.21M |
LPL Financial LLC↓ DEC | -71,888 | $2.28M |