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 |
|---|---|---|---|---|
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 1,089,000 | $4.66M | – | no_change |
LPL Financial LLCCIK 0001403438 | 761,993 | $3.26M | +23,829 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 612,010 | $2.62M | -39,270 | ↓ DEC |
GABELLI & Co INVESTMENT ADVISERS, INC.CIK 0000932724 | 340,900 | $1.46M | – | no_change |
PFG AdvisorsCIK 0001694435 | 148,920 | $637.38K | +6,020 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 84,543 | $361.84K | – | no_change |
Equitable Holdings, Inc.CIK 0001333986 | 84,000 | $348.60K | – | no_change |
Kestra Advisory Services, LLCCIK 0001830819 | 58,826 | $251.78K | +1,575 | ↑ INC |
Mallini Complete Financial Planning LLCCIK 0002049540 | 55,683 | $238.32K | +687 | ↑ INC |
MGO ONE SEVEN LLCCIK 0001731444 | 50,000 | $214.00K | – | no_change |
BENJAMIN EDWARDS INCCIK 0001451623 | 34,132 | $146.08K | -100 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 26,200 | $112.14K | -500 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 25,739 | $110.16K | – | no_change |
MBL Wealth, LLCCIK 0001845785 | 23,194 | $99.27K | -8,500 | ↓ DEC |
Sage Capital Management, LLCCIK 0002030667 | 23,000 | $98.44K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 21,913 | $93.79K | -2,562 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 21,828 | $93.42K | -35,003 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 20,087 | $85.97K | +3,520 | ↑ INC |
Integrity Advisory Solutions, LLCCIK 0002057931 | 19,811 | $84.79K | +8,203 | ↑ INC |
Carnegie Lake Advisors LLCCIK 0002043591 | 19,000 | $81.32K | -500 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 18,385 | $78.69K | -4,877 | ↓ DEC |
Tactive Advisors, LLCCIK 0002002409 | 14,708 | $62.95K | -2,304 | ↓ DEC |
Windsor Capital Management, LLCCIK 0001543100 | 12,682 | $54.28K | -4,938 | ↓ DEC |
Herold Advisors, Inc.CIK 0001891713 | 10,601 | $45.37K | – | no_change |
CoreCap Advisors, LLCCIK 0001902501 | 4,815 | $20.61K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↑ INC | +23,829 | $3.26M |
Integrity Advisory Solutions, LLC↑ INC | +8,203 | $84.79K |
Virtu Financial LLC↑ INC | +6,609 | $83.00 |
PFG Advisors↑ INC | +6,020 | $637.38K |
OSAIC HOLDINGS, INC.↑ INC | +3,520 | $85.97K |
Cambridge Investment Research Advisors, Inc.↑ INC | +2,326 | $253.00 |
Kestra Advisory Services, LLC↑ INC | +1,575 | $251.78K |
Mallini Complete Financial Planning LLC↑ INC | +687 | $238.32K |
Janney Montgomery Scott LLC↑ INC | +566 | $164.00 |
HIGHLINE WEALTH PARTNERS LLC↑ INC | +250 | $3.00K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -39,270 | $2.62M |
Cetera Investment Advisers↓ DEC | -35,003 | $93.42K |
MBL Wealth, LLC↓ DEC | -8,500 | $99.27K |
Windsor Capital Management, LLC↓ DEC | -4,938 | $54.28K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -4,877 | $78.69K |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -2,667 | $103.00 |
BANK OF AMERICA CORP /DE/↓ DEC | -2,562 | $93.79K |
Tactive Advisors, LLC↓ DEC | -2,304 | $62.95K |
Private Advisor Group, LLC↓ DEC | -500 | $112.14K |
Carnegie Lake Advisors LLC↓ DEC | -500 | $81.32K |