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 |
|---|---|---|---|---|
GABELLI & Co INVESTMENT ADVISERS, INC.CIK 0000932724 | 1,846,636 | $15.38M | – | no_change |
Focus Partners WealthCIK 0001542153 | 572,788 | $4.77M | -19,068 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 496,226 | $4.13M | +23,453 | ↑ INC |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 441,799 | $3.68M | +759 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 409,748 | $3.41M | -174 | ↓ DEC |
Independent Advisor AllianceCIK 0001696899 | 384,932 | $3.21M | -228,513 | ↓ DEC |
Ancora Advisors LLCCIK 0001446114 | 174,626 | $1.45M | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 168,259 | $1.40M | -678 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 93,934 | $782.47K | +1,032 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 54,269 | $452.06K | +7,393 | ↑ INC |
GatePass Capital, LLCCIK 0002087399 | 53,150 | $442.74K | +24,750 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 19,383 | $161.46K | – | no_change |
Matisse CapitalCIK 0001668256 | 16,947 | $141.17K | – | no_change |
DECISION INVESTMENTS, INCCIK 0002111652 | 15,200 | $126.62K | +100 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 14,970 | $124.70K | +3,000 | ↑ INC |
INTEGRATED CAPITAL MANAGEMENT, INC.CIK 0001608826 | 13,831 | $115.21K | -1,616 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 11,368 | $94.69K | +124 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 11,280 | $93.96K | -3,352 | ↓ DEC |
MRP Capital Investments, LLCCIK 0001964831 | 7,500 | $62.48K | +2,000 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 4,140 | $34.49K | +1,360 | ↑ INC |
MARK SHEPTOFF FINANCIAL PLANNING, LLCCIK 0001607355 | 2,000 | $16.90K | – | no_change |
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864 | 1,717 | $14.30K | – | no_change |
Kilter Group LLCCIK 0002058915 | 1,603 | $13.35K | +83 | ↑ INC |
McMillan Office, Inc.CIK 0002109205 | 1,000 | $8.33K | – | no_change |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 325 | $2.71K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
GatePass Capital, LLC↑ INC | +24,750 | $442.74K |
MORGAN STANLEY↑ INC | +23,453 | $4.13M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +7,393 | $452.06K |
Private Advisor Group, LLC↑ INC | +3,000 | $124.70K |
MRP Capital Investments, LLC↑ INC | +2,000 | $62.48K |
OSAIC HOLDINGS, INC.↑ INC | +1,360 | $34.49K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +1,032 | $782.47K |
GAMCO INVESTORS, INC. ET AL↑ INC | +759 | $3.68M |
TD Waterhouse Canada Inc.NEW | +300 | $2.49K |
Closed-End Fund Advisors, Inc.↑ INC | +124 | $94.69K |
| Filer | Δ Shares | Value |
|---|---|---|
Independent Advisor Alliance↓ DEC | -228,513 | $3.21M |
Focus Partners Wealth↓ DEC | -19,068 | $4.77M |
WELLS FARGO & COMPANY/MN↓ DEC | -3,352 | $93.96K |
UBS Group AG↓ DEC | -2,900 | $1.81K |
INTEGRATED CAPITAL MANAGEMENT, INC.↓ DEC | -1,616 | $115.21K |
BANK OF AMERICA CORP /DE/↓ DEC | -678 | $1.40M |
Bulldog Investors, LLP↓ DEC | -174 | $3.41M |