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 | 184,937 | $1.99M | +22,755 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 168,374 | $1.81M | -8,570 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 167,120 | $1.80M | +16,031 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 156,400 | $1.68M | +87,394 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 120,043 | $1.29M | +25,107 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 112,660 | $1.21M | -3,003 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 102,853 | $1.11M | +24,622 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 101,000 | $1.09M | -3,687 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 62,146 | $668.68K | -131 | ↓ DEC |
Sowell Financial Services LLCCIK 0001633697 | 59,635 | $641.67K | -800 | ↓ DEC |
Dynamic Advisor Solutions LLCCIK 0001599747 | 58,976 | $634.58K | +4,648 | ↑ INC |
UBS Group AGCIK 0001610520 | 43,836 | $471.68K | -22,872 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 31,944 | $344.00K | -2,343 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 21,133 | $227.39K | -3,571 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 20,409 | $219.60K | +401 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 19,353 | $208.24K | -4,555 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 19,257 | $207.21K | +4,362 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 18,737 | $201.61K | -1,099 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 17,921 | $192.83K | -270 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 14,984 | $163.25K | – | no_change |
Van Diest Capital, LLCCIK 0002111825 | 13,885 | $149.40K | +13,885 | NEW |
Huntleigh Advisors, Inc.CIK 0001367653 | 13,391 | $144.09K | – | no_change |
Hamrick Investment Counsel, llcCIK 0002126147 | 4,500 | $48.42K | +4,500 | NEW |
FIFTH THIRD BANCORPCIK 0000035527 | 2,796 | $30.09K | +2,796 | NEW |
Farther Finance Advisors, LLCCIK 0001992825 | 1,714 | $18.67K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLC↑ INC | +87,394 | $1.68M |
Shaker Financial Services, LLC↑ INC | +25,107 | $1.29M |
GUGGENHEIM CAPITAL LLC↑ INC | +24,622 | $1.11M |
MORGAN STANLEY↑ INC | +22,755 | $1.99M |
AMERIPRISE FINANCIAL INC↑ INC | +16,031 | $1.80M |
Van Diest Capital, LLCNEW | +13,885 | $149.40K |
Dynamic Advisor Solutions LLC↑ INC | +4,648 | $634.58K |
Hamrick Investment Counsel, llcNEW | +4,500 | $48.42K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +4,362 | $207.21K |
FIFTH THIRD BANCORPNEW | +2,796 | $30.09K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -22,872 | $471.68K |
OSAIC HOLDINGS, INC.↓ DEC | -8,570 | $1.81M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -4,555 | $208.24K |
Fiera Capital Corp↓ DEC | -3,687 | $1.09M |
BANK OF AMERICA CORP /DE/↓ DEC | -3,571 | $227.39K |
Smith Asset Management Co., LLC↓ DEC | -3,003 | $1.21M |
ROYAL BANK OF CANADA↓ DEC | -2,343 | $344.00K |
Cetera Investment Advisers↓ DEC | -1,099 | $201.61K |
Sowell Financial Services LLC↓ DEC | -800 | $641.67K |
Sanctuary Advisors, LLC↓ DEC | -270 | $192.83K |