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 |
|---|---|---|---|---|
SPROTT INC.CIK 0001512920 | 15,536,886 | $148.30M | +86,156 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 802,431 | $7.66M | +106,805 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 538,130 | $5.13M | +12,311 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 249,584 | $2.38M | -35,554 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 233,151 | $2.22M | -17,124 | ↓ DEC |
Essex Financial Services, Inc.CIK 0001315785 | 218,586 | $2.09M | +994 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 215,580 | $2.06M | +14,657 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 203,208 | $1.94M | -262,709 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 153,133 | $1.46M | +20,000 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 150,644 | $1.44M | -272 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 138,901 | $1.33M | – | no_change |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 86,072 | $821.13K | +655 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 50,158 | $478.51K | +3,270 | ↑ INC |
LODESTAR PRIVATE ASSET MANAGEMENT LLCCIK 0001963040 | 29,114 | $277.75K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 28,553 | $272.40K | -14,607 | ↓ DEC |
LEVEL FOUR ADVISORY SERVICES, LLCCIK 0001696715 | 26,616 | $253.92K | +533 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 26,541 | $253.73K | +3,008 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 22,690 | $216.47K | +333 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 19,856 | $189.43K | +14,926 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 18,245 | $174.06K | +132 | ↑ INC |
Waverly Advisors, LLCCIK 0001568787 | 11,197 | $106.82K | +163 | ↑ INC |
Hara Capital LLCCIK 0002010015 | 10,790 | $102.94K | -22,099 | ↓ DEC |
Mraz, Amerine & Associates, Inc.CIK 0001542324 | 10,718 | $102.25K | – | no_change |
Advocate Investing Services LLCCIK 0002110509 | 7,171 | $68.41K | +105 | ↑ INC |
UBS Group AGCIK 0001610520 | 4,421 | $42.18K | -8,359 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
ROYAL BANK OF CANADA↑ INC | +106,805 | $7.66M |
SPROTT INC.↑ INC | +86,156 | $148.30M |
1607 Capital Partners, LLC↑ INC | +20,000 | $1.46M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +14,926 | $189.43K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +14,657 | $2.06M |
LPL Financial LLC↑ INC | +12,311 | $5.13M |
RAYMOND JAMES FINANCIAL INC↑ INC | +3,270 | $478.51K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +3,008 | $253.73K |
Essex Financial Services, Inc.↑ INC | +994 | $2.09M |
CAPTRUST FINANCIAL ADVISORS↑ INC | +655 | $821.13K |
| Filer | Δ Shares | Value |
|---|---|---|
Shaker Financial Services, LLC↓ DEC | -262,709 | $1.94M |
MORGAN STANLEY↓ DEC | -35,554 | $2.38M |
Hara Capital LLC↓ DEC | -22,099 | $102.94K |
Integrated Wealth Concepts LLC↓ DEC | -17,124 | $2.22M |
OSAIC HOLDINGS, INC.↓ DEC | -14,607 | $272.40K |
UBS Group AG↓ DEC | -8,359 | $42.18K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -897 | $29.84K |
EVOLVE PRIVATE WEALTH, LLC↓ DEC | -272 | $1.44M |
Blue Trust, Inc.↓ DEC | -3 | $9.00 |