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 | 1,275,447 | $5.01M | +25,000 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 616,809 | $2.42M | +12,818 | ↑ INC |
GABELLI & Co INVESTMENT ADVISERS, INC.CIK 0000932724 | 432,582 | $1.70M | – | no_change |
Live Oak Private Wealth LLCCIK 0001799877 | 134,937 | $530.30K | – | no_change |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 121,676 | $478.19K | – | no_change |
Baird Financial Group, Inc.CIK 0001648711 | 107,705 | $423.28K | +4,539 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 89,255 | $350.77K | +5,043 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 69,914 | $274.76K | -6,533 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 58,020 | $228.02K | +29,321 | ↑ INC |
Compound Planning, Inc.CIK 0001978879 | 55,824 | $219.39K | – | no_change |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 50,668 | $199.13K | +13,920 | ↑ INC |
Sage Capital Management, LLCCIK 0002030667 | 41,000 | $161.13K | – | no_change |
Kovack Advisors, Inc.CIK 0001728321 | 34,671 | $136.32K | +6,759 | ↑ INC |
Advisory Advocates, LLCCIK 0002111697 | 30,400 | $119.47K | – | no_change |
PMG Family Office LLCCIK 0002102299 | 26,610 | $104.58K | +3,262 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 24,298 | $96.00K | -76 | ↓ DEC |
DECISION INVESTMENTS, INCCIK 0002111652 | 23,320 | $91.65K | +23,320 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 21,622 | $84.97K | +7,436 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 21,390 | $84.06K | +4,616 | ↑ INC |
Geneos Wealth Management Inc.CIK 0001764754 | 16,900 | $66.42K | +9,900 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 15,650 | $61.51K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 14,370 | $56.48K | +260 | ↑ INC |
Institute for Wealth Management, LLC.CIK 0001533954 | 13,149 | $51.68K | -267 | ↓ DEC |
Allworth Financial LPCIK 0001555170 | 11,878 | $46.68K | – | no_change |
StoneX Group Inc.CIK 0000913760 | 11,398 | $44.79K | +11,398 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
ENVESTNET ASSET MANAGEMENT INC↑ INC | +29,321 | $228.02K |
GAMCO INVESTORS, INC. ET AL↑ INC | +25,000 | $5.01M |
DECISION INVESTMENTS, INCNEW | +23,320 | $91.65K |
KESTRA PRIVATE WEALTH SERVICES, LLC↑ INC | +13,920 | $199.13K |
Kestra Advisory Services, LLC↑ INC | +12,818 | $2.42M |
StoneX Group Inc.NEW | +11,398 | $44.79K |
Beacon Pointe Advisors, LLCNEW | +10,194 | $40.06K |
Geneos Wealth Management Inc.↑ INC | +9,900 | $66.42K |
OSAIC HOLDINGS, INC.↑ INC | +7,436 | $84.97K |
Kovack Advisors, Inc.↑ INC | +6,759 | $136.32K |
| Filer | Δ Shares | Value |
|---|---|---|
JANE STREET GROUP, LLC↓ DEC | -67,597 | $44.18K |
LPL Financial LLC↓ DEC | -6,533 | $274.76K |
WEDBUSH SECURITIES INC↓ DEC | -4,778 | $90.00 |
UBS Group AG↓ DEC | -629 | $15.31K |
Institute for Wealth Management, LLC.↓ DEC | -267 | $51.68K |
MML INVESTORS SERVICES, LLC↓ DEC | -135 | $42.27K |
ROYAL BANK OF CANADA↓ DEC | -76 | $96.00K |