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 | 2,110,863 | $24.59M | -63,221 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 618,229 | $7.20M | +13,075 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 592,207 | $6.90M | +47,841 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 534,258 | $6.22M | +8,412 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 529,391 | $6.17M | -21,826 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 438,675 | $5.11M | -80,501 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 421,366 | $4.91M | +22,400 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 384,339 | $4.48M | -20,481 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 354,912 | $4.13M | +133,424 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 336,697 | $3.92M | +15,578 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 290,000 | $3.38M | +100,000 | ↑ INC |
UBS Group AGCIK 0001610520 | 216,932 | $2.53M | +39,587 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 184,967 | $2.15M | -13,625 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 178,124 | $2.08M | +48,174 | ↑ INC |
Avestar Capital, LLCCIK 0001704404 | 168,800 | $1.97M | +15,000 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 163,141 | $1.90M | +6,571 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 142,975 | $1.67M | -2,386 | ↓ DEC |
INSIGNEO ADVISORY SERVICES, LLCCIK 0001964958 | 133,500 | $1.56M | – | no_change |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 128,474 | $1.50M | +5,347 | ↑ INC |
RFG Advisory, LLCCIK 0001633387 | 101,657 | $1.18M | -11,818 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 90,642 | $1.06M | +8,298 | ↑ INC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 73,955 | $861.58K | -161,016 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 71,109 | $828.42K | +799 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 63,618 | $741.15K | -55,277 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 61,434 | $715.71K | +2,778 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↑ INC | +227,092 | $7.56K |
Shaker Financial Services, LLC↑ INC | +133,424 | $4.13M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +100,000 | $3.38M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +48,174 | $2.08M |
LPL Financial LLC↑ INC | +47,841 | $6.90M |
UBS Group AG↑ INC | +39,587 | $2.53M |
Stolper Co↑ INC | +23,540 | $976.00 |
Cetera Investment Advisers↑ INC | +22,400 | $4.91M |
Activest Wealth Management↑ INC | +17,000 | $690.16K |
WELLS FARGO & COMPANY/MN↑ INC | +15,578 | $3.92M |
| Filer | Δ Shares | Value |
|---|---|---|
READYSTATE ASSET MANAGEMENT LP↓ DEC | -161,016 | $861.58K |
Invesco Ltd.↓ DEC | -80,501 | $5.11M |
MORGAN STANLEY↓ DEC | -63,221 | $24.59M |
BANK OF AMERICA CORP /DE/↓ DEC | -55,277 | $741.15K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -47,331 | $506.06K |
JANE STREET GROUP, LLC↓ DEC | -37,430 | $223.45K |
Arax Advisory Partners↓ DEC | -28,937 | $26.59K |
GUGGENHEIM CAPITAL LLC↓ DEC | -21,826 | $6.17M |
AMERIPRISE FINANCIAL INC↓ DEC | -20,481 | $4.48M |
FIRST TRUST ADVISORS LP↓ DEC | -13,625 | $2.15M |