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 | 2,838,748 | $43.21M | +56,455 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 950,000 | $14.46M | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 914,964 | $13.93M | +29,929 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 888,872 | $13.53M | -87,055 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 804,347 | $12.24M | -31,597 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 730,304 | $11.12M | +22,262 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 708,954 | $10.79M | +60,822 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 500,014 | $7.61M | +15,296 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 150,120 | $2.28M | +12,741 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 106,688 | $1.62M | -3,708 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 84,958 | $1.29M | +6,600 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 75,699 | $1.15M | -66,994 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 66,963 | $1.02M | -4,068 | ↓ DEC |
Ascentis Independent AdvisorsCIK 0001845003 | 48,577 | $739.34K | +883 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 48,126 | $732.48K | -155 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 43,694 | $665.03K | +16,361 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 40,772 | $620.54K | +9,288 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 39,722 | $604.58K | -5,818 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 38,907 | $592.17K | +12,344 | ↑ INC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 38,421 | $584.77K | +1,944 | ↑ INC |
World Investment AdvisorsCIK 0001652594 | 32,529 | $495.09K | +1,562 | ↑ INC |
JOURNEY STRATEGIC WEALTH LLCCIK 0001909316 | 31,939 | $486.11K | +4,000 | ↑ INC |
Aviance Capital Partners, LLCCIK 0001542383 | 31,667 | $481.98K | +47 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 30,630 | $466.20K | +626 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 30,181 | $459.36K | +30,181 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
COHEN & STEERS, INC.↑ INC | +100,000 | $12.91K |
RAYMOND JAMES FINANCIAL INC↑ INC | +60,822 | $10.79M |
MORGAN STANLEY↑ INC | +56,455 | $43.21M |
CITADEL ADVISORS LLCNEW | +30,181 | $459.36K |
BANK OF AMERICA CORP /DE/↑ INC | +29,929 | $13.93M |
Baird Financial Group, Inc.↑ INC | +22,262 | $11.12M |
Cetera Investment Advisers↑ INC | +16,361 | $665.03K |
ROYAL BANK OF CANADA↑ INC | +15,296 | $7.61M |
Steward Partners Investment Advisory, LLC↑ INC | +12,741 | $2.28M |
LPL Financial LLC↑ INC | +12,344 | $592.17K |
| Filer | Δ Shares | Value |
|---|---|---|
Pathstone Holdings, LLC↓ DEC | -87,055 | $13.53M |
Focus Partners Wealth↓ DEC | -66,994 | $1.15M |
Advisors Asset Management, Inc.↓ DEC | -31,597 | $12.24M |
J.W. COLE ADVISORS, INC.↓ DEC | -21,745 | $262.85K |
OSAIC HOLDINGS, INC.↓ DEC | -5,818 | $604.58K |
DAVENPORT & Co LLC↓ DEC | -4,865 | $296.76K |
OPPENHEIMER & CO INC↓ DEC | -4,068 | $1.02M |
Closed-End Fund Advisors, Inc.↓ DEC | -3,708 | $1.62M |
Kingsview Wealth Management, LLC↓ DEC | -2,435 | $188.65K |
UBS Group AG↓ DEC | -632 | $282.22K |