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 | 3,168,126 | $45.94M | +321,863 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 589,291 | $8.54M | +53,498 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 483,111 | $7.01M | +34,696 | ↑ INC |
UBS Group AGCIK 0001610520 | 194,726 | $2.82M | +10,498 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 190,971 | $2.77M | -3,408 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 169,340 | $2.46M | -16,469 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 162,307 | $2.35M | -171,728 | ↓ DEC |
Cooper Financial GroupCIK 0001751581 | 157,496 | $2.28M | +2,670 | ↑ INC |
Venture Visionary Partners LLCCIK 0001792283 | 141,622 | $2.05M | +20,000 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 134,396 | $1.95M | -6,309 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 132,334 | $1.92M | +23,554 | ↑ INC |
WHITTIER TRUST COCIK 0001137881 | 100,514 | $1.45M | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 89,385 | $1.30M | +5,515 | ↑ INC |
Savvy Advisors, Inc.CIK 0002003633 | 83,387 | $1.21M | -2,281 | ↓ DEC |
DAYMARK WEALTH PARTNERS, LLCCIK 0001956824 | 82,307 | $1.19M | -13,473 | ↓ DEC |
Morse Asset Management, IncCIK 0001705711 | 78,193 | $1.13M | +28,206 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 56,395 | $817.73K | +1,487 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 55,694 | $807.57K | -242 | ↓ DEC |
Whipplewood Advisors, LLCCIK 0002052510 | 52,806 | $765.69K | -15 | ↓ DEC |
Xcel Wealth Management, LLCCIK 0001791002 | 50,116 | $726.68K | -4,753 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 48,673 | $705.75K | +388 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 43,610 | $632.35K | +2,156 | ↑ INC |
David J Yvars GroupCIK 0001836266 | 32,632 | $465.81K | -556 | ↓ DEC |
Intellus Advisors LLCCIK 0002055137 | 31,986 | $463.79K | +488 | ↑ INC |
Walker Asset Management, LLCCIK 0001923053 | 31,208 | $452.52K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +321,863 | $45.94M |
BANK OF AMERICA CORP /DE/↑ INC | +53,498 | $8.54M |
COHEN & STEERS, INC.↑ INC | +40,000 | $2.04K |
LPL Financial LLC↑ INC | +34,696 | $7.01M |
Morse Asset Management, Inc↑ INC | +28,206 | $1.13M |
OSAIC HOLDINGS, INC.↑ INC | +23,554 | $1.92M |
Venture Visionary Partners LLC↑ INC | +20,000 | $2.05M |
Janney Montgomery Scott LLC↑ INC | +19,815 | $1.58K |
Integrity Wealth Partners, LLCNEW | +17,543 | $254.37K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +14,096 | $447.98K |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↓ DEC | -171,728 | $2.35M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -22,653 | $9.77K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -16,469 | $2.46M |
DAYMARK WEALTH PARTNERS, LLC↓ DEC | -13,473 | $1.19M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -11,503 | $418.12K |
Fiera Capital Corp↓ DEC | -6,309 | $1.95M |
CoreCap Advisors, LLC↓ DEC | -5,000 | $134.34K |
WEDBUSH SECURITIES INC↓ DEC | -4,812 | $1.03K |
Xcel Wealth Management, LLC↓ DEC | -4,753 | $726.68K |
Invesco Ltd.↓ DEC | -3,408 | $2.77M |