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 | 3,390,386 | $19.77M | +172,275 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,554,890 | $9.07M | +48,978 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,049,656 | $6.12M | -15,866 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 747,468 | $4.36M | -39,057 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 690,511 | $4.03M | -34,999 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 615,618 | $3.59M | -195,245 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 477,950 | $2.79M | -341,094 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 472,918 | $2.76M | +982 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 458,892 | $2.68M | -36,117 | ↓ DEC |
GraniteShares Advisors LLCCIK 0001839545 | 393,087 | $2.29M | -44,992 | ↓ DEC |
Byrne Asset Management LLCCIK 0001911322 | 282,560 | $1.65M | +282,560 | NEW |
Kingsview Wealth Management, LLCCIK 0001791965 | 252,998 | $1.47M | +127,605 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 229,444 | $1.34M | -12,479 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 214,168 | $1.25M | -276,246 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 192,927 | $1.12M | +9,928 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 182,843 | $1.07M | +5,210 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 178,500 | $1.04M | -4,381 | ↓ DEC |
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864 | 133,856 | $780.38K | +21,465 | ↑ INC |
Quarry LPCIK 0001965207 | 127,908 | $745.70K | -64,755 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 126,111 | $736.49K | +47,011 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 118,079 | $688.40K | -136,962 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 101,092 | $589.37K | +26,856 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 90,528 | $527.78K | -1,250 | ↓ DEC |
Encompass More Asset ManagementCIK 0002011218 | 88,839 | $517.93K | -2,452 | ↓ DEC |
Financially in Tune, LLCCIK 0002113970 | 82,895 | $483.28K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↑ INC | +376,412 | $6.42K |
Byrne Asset Management LLCNEW | +282,560 | $1.65M |
MORGAN STANLEY↑ INC | +172,275 | $19.77M |
Kingsview Wealth Management, LLC↑ INC | +127,605 | $1.47M |
LPL Financial LLC↑ INC | +48,978 | $9.07M |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↑ INC | +47,011 | $736.49K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +26,856 | $589.37K |
CREATIVE FINANCIAL DESIGNS INC /ADV↑ INC | +21,465 | $780.38K |
STEPHENS INC /AR/↑ INC | +12,649 | $137.95K |
BANK OF AMERICA CORP /DE/↑ INC | +9,928 | $1.12M |
| Filer | Δ Shares | Value |
|---|---|---|
Pathstone Holdings, LLC↓ DEC | -341,094 | $2.79M |
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -276,246 | $1.25M |
GUGGENHEIM CAPITAL LLC↓ DEC | -195,245 | $3.59M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -136,962 | $688.40K |
Quarry LP↓ DEC | -64,755 | $745.70K |
GraniteShares Advisors LLC↓ DEC | -44,992 | $2.29M |
WELLS FARGO & COMPANY/MN↓ DEC | -39,057 | $4.36M |
Shaker Financial Services, LLC↓ DEC | -36,117 | $2.68M |
Invesco Ltd.↓ DEC | -34,999 | $4.03M |
CoreCap Advisors, LLC↓ DEC | -18,120 | $88.19K |