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 |
|---|---|---|---|---|
Advisors Asset Management, Inc.CIK 0001297376 | 721,942 | $5.78M | +32,889 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 584,359 | $4.68M | -51,335 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 395,060 | $3.16M | +25,647 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 383,120 | $3.07M | +23,570 | ↑ INC |
Koshinski Asset Management, Inc.CIK 0001633389 | 325,347 | $2.61M | -1,097 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 244,198 | $1.96M | +2,137 | ↑ INC |
Uncommon Cents Investing LLCCIK 0001729754 | 188,218 | $1.51M | +2,798 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 123,970 | $993.00K | -4,370 | ↓ DEC |
UBS Group AGCIK 0001610520 | 121,324 | $971.80K | -2,588 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 111,438 | $892.62K | -943 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 108,105 | $865.92K | -16,522 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 107,706 | $862.72K | -1,994 | ↓ DEC |
Westchester Capital Management, LLCCIK 0001512805 | 102,032 | $817.28K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 98,496 | $788.98K | +4,430 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 72,311 | $579.21K | -36,025 | ↓ DEC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 51,496 | $412.48K | – | no_change |
Shaker Financial Services, LLCCIK 0001511794 | 47,934 | $383.95K | +32,178 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 47,843 | $383.22K | -3,023 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 37,040 | $296.69K | +3,351 | ↑ INC |
Clear Creek Financial Management, LLCCIK 0001784235 | 29,455 | $235.94K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 25,457 | $203.91K | +15,052 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 24,074 | $192.83K | +73 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 22,414 | $179.54K | -1,828 | ↓ DEC |
ANGELES WEALTH MANAGEMENT, LLCCIK 0001929170 | 22,088 | $176.93K | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 20,095 | $160.96K | +749 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Advisors Asset Management, Inc.↑ INC | +32,889 | $5.78M |
Shaker Financial Services, LLC↑ INC | +32,178 | $383.95K |
MORGAN STANLEY↑ INC | +25,647 | $3.16M |
STIFEL FINANCIAL CORP↑ INC | +23,570 | $3.07M |
CITADEL ADVISORS LLC↑ INC | +15,052 | $203.91K |
&PARTNERSNEW | +14,143 | $113.28K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +12,818 | $139.39K |
GILL CAPITAL PARTNERS, LLCNEW | +5,051 | $40.46K |
GOLDMAN SACHS GROUP INC↑ INC | +4,932 | $160.69K |
OSAIC HOLDINGS, INC.↑ INC | +4,430 | $788.98K |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -294,814 | $4.00K |
LPL Financial LLC↓ DEC | -51,335 | $4.68M |
Cetera Investment Advisers↓ DEC | -36,025 | $579.21K |
Integrated Wealth Concepts LLC↓ DEC | -16,522 | $865.92K |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -6,209 | $99.02K |
Hennion & Walsh Asset Management, Inc.↓ DEC | -4,370 | $993.00K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -3,023 | $383.22K |
UBS Group AG↓ DEC | -2,588 | $971.80K |
WELLS FARGO & COMPANY/MN↓ DEC | -1,994 | $862.72K |
CoreCap Advisors, LLC↓ DEC | -1,828 | $179.54K |