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 |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 4,483,488 | $25.11M | +20,991 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,472,584 | $13.85M | +38,990 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 1,523,158 | $8.53M | +6,598 | ↑ INC |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 841,675 | $4.71M | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 708,495 | $3.97M | +34,195 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 612,585 | $3.43M | -30,501 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 578,779 | $3.24M | -62,521 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 551,907 | $3.09M | +9,374 | ↑ INC |
Live Oak Private Wealth LLCCIK 0001799877 | 514,176 | $2.88M | – | no_change |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 499,966 | $2.80M | -41,537 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 467,229 | $2.62M | -130,970 | ↓ DEC |
SCOTIA CAPITAL INC.CIK 0001335644 | 454,585 | $2.55M | -1,736 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 452,971 | $2.54M | -3,255 | ↓ DEC |
Independent Advisor AllianceCIK 0001696899 | 405,588 | $2.27M | +37,844 | ↑ INC |
Ursa Fund Management, LLCCIK 0001693838 | 367,924 | $2.06M | +367,924 | NEW |
Yakira Capital Management, Inc.CIK 0001584639 | 362,409 | $2.03M | +362,409 | NEW |
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230 | 352,055 | $1.97M | +352,055 | NEW |
Accel Wealth ManagementCIK 0001838226 | 343,642 | $1.92M | -8,656 | ↓ DEC |
Alpine Global Management, LLCCIK 0001581655 | 336,337 | $1.88M | +336,337 | NEW |
Creative PlanningCIK 0001540235 | 325,935 | $1.83M | -1,616 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 319,274 | $1.79M | +8,735 | ↑ INC |
UBS Group AGCIK 0001610520 | 304,005 | $1.70M | -29,763 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 303,875 | $1.70M | -115,677 | ↓ DEC |
TRUIST FINANCIAL CORPCIK 0000092230 | 297,436 | $1.67M | +125,065 | ↑ INC |
Golden State Wealth Management, LLCCIK 0001776033 | 287,296 | $1.61M | +7,102 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Ursa Fund Management, LLCNEW | +367,924 | $2.06M |
Yakira Capital Management, Inc.NEW | +362,409 | $2.03M |
BOOTHBAY FUND MANAGEMENT, LLCNEW | +352,055 | $1.97M |
Alpine Global Management, LLCNEW | +336,337 | $1.88M |
Cable Car Capital, LPNEW | +200,000 | $1.12M |
Quarry LPNEW | +189,452 | $1.06M |
Wealthspire Advisors, LLC↑ INC | +145,896 | $823.72K |
Dynamic Advisor Solutions LLCNEW | +134,472 | $753.04K |
TRUIST FINANCIAL CORP↑ INC | +125,065 | $1.67M |
Ascentis Independent Advisors↑ INC | +88,605 | $1.02M |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -130,970 | $2.62M |
JANE STREET GROUP, LLC↓ DEC | -126,328 | $343.24K |
COHEN & STEERS, INC.↓ DEC | -120,000 | $1.57K |
GUGGENHEIM CAPITAL LLC↓ DEC | -115,677 | $1.70M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -81,657 | $1.51M |
CIBC WORLD MARKET INC.↓ DEC | -62,822 | $145.69K |
WELLS FARGO & COMPANY/MN↓ DEC | -62,521 | $3.24M |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -53,846 | $346.35K |
PHILADELPHIA TRUST CO↓ DEC | -42,075 | $5.73K |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -41,537 | $2.80M |