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 | 8,137,202 | $89.67M | +1,116,788 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 2,517,603 | $27.74M | -34,632 | ↓ DEC |
VERUS CAPITAL PARTNERS, LLCCIK 0001796874 | 2,477,088 | $27.30M | +150,544 | ↑ INC |
Estate Planners Group, LLCCIK 0002118977 | 2,370,615 | $26.12M | +77,837 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,917,212 | $21.13M | +224,953 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,888,335 | $20.81M | +1,076,643 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 1,467,979 | $16.18M | -28,471 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,457,791 | $16.06M | +134,810 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 1,299,103 | $14.32M | +308,627 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 1,251,299 | $13.79M | -9,744 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 1,145,825 | $12.63M | +163,619 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,066,935 | $11.76M | +113,494 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 1,015,400 | $11.19M | +88,155 | ↑ INC |
CreativeOne Wealth, LLCCIK 0001739728 | 946,815 | $10.43M | +47,650 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 842,008 | $9.28M | +46,787 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 779,292 | $8.59M | +48,219 | ↑ INC |
Secure Asset Management, LLCCIK 0001800692 | 623,443 | $6.87M | +77,904 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 603,335 | $6.65M | +145,498 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 564,460 | $6.22M | -202,476 | ↓ DEC |
PETRA FINANCIAL ADVISORS INCCIK 0001971427 | 469,379 | $5.17M | +11,063 | ↑ INC |
Harpswell Capital Advisors, LLCCIK 0001806630 | 327,617 | $3.61M | +128,694 | ↑ INC |
U.S. Capital Wealth Advisors, LLCCIK 0001808915 | 316,813 | $3.49M | +10,070 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 278,101 | $3.06M | +108,013 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 273,821 | $3.02M | +33,303 | ↑ INC |
INTEGRITY ALLIANCE, LLC.CIK 0001352260 | 268,902 | $2.96M | -64,469 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +1,116,788 | $89.67M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +1,076,643 | $20.81M |
COHEN & STEERS, INC.↑ INC | +450,000 | $13.46K |
Logan Stone Capital, LLC↑ INC | +308,627 | $14.32M |
UBS Group AG↑ INC | +224,953 | $21.13M |
ROYAL BANK OF CANADA↑ INC | +163,619 | $12.63M |
VERUS CAPITAL PARTNERS, LLC↑ INC | +150,544 | $27.30M |
BANK OF AMERICA CORP /DE/↑ INC | +145,498 | $6.65M |
Invesco Ltd.↑ INC | +134,810 | $16.06M |
Harpswell Capital Advisors, LLC↑ INC | +128,694 | $3.61M |
| Filer | Δ Shares | Value |
|---|---|---|
BlackRock, Inc.↓ DEC | -1,399,936 | $2.44M |
Prime Capital Investment Advisors, LLC↓ DEC | -352,720 | $760.37K |
Kera Capital Partners, Inc.↓ DEC | -324,604 | $420.93K |
JANE STREET GROUP, LLC↓ DEC | -308,141 | $663.40K |
TRUIST FINANCIAL CORP↓ DEC | -202,476 | $6.22M |
Significant Wealth Partners LLC↓ DEC | -118,575 | $1.74M |
Advisors Asset Management, Inc.↓ DEC | -111,653 | $6.06K |
Noble Wealth Management PBC↓ DEC | -78,165 | $599.49K |
INTEGRITY ALLIANCE, LLC.↓ DEC | -64,469 | $2.96M |
Almanack Investment Partners, LLC.↓ DEC | -58,140 | $545.00K |