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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,353,161 | $18.90M | +43,517 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 868,777 | $6.98M | +1,905 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 764,290 | $6.14M | -2,096 | ↓ DEC |
Matisse CapitalCIK 0001668256 | 443,000 | $3.56M | +50,000 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 325,051 | $2.61M | -21,286 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 264,481 | $2.12M | -17,100 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 190,557 | $1.53M | +153,252 | ↑ INC |
Quantedge Capital Pte LtdCIK 0001561418 | 188,987 | $1.52M | +15,400 | ↑ INC |
Sovereign Financial Group, Inc.CIK 0001846175 | 111,639 | $896.46K | -8,773 | ↓ DEC |
UBS Group AGCIK 0001610520 | 73,732 | $592.07K | -7,490 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 68,566 | $550.59K | +17,131 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 45,000 | $361.35K | – | no_change |
Capital Investment Advisors, LLCCIK 0001582732 | 40,071 | $321.77K | +665 | ↑ INC |
Summit Financial, LLCCIK 0001765536 | 36,500 | $293.10K | -600 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 24,803 | $199.16K | +141 | ↑ INC |
HB Wealth Management, LLCCIK 0001911253 | 23,738 | $190.62K | -273 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 23,738 | $190.62K | +23,738 | NEW |
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsCIK 0001748861 | 21,364 | $171.56K | -1,433 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 21,024 | $168.82K | +2,624 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 18,693 | $150.00K | -1,484 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 18,262 | $146.64K | +1,200 | ↑ INC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 12,824 | $104.39K | -1,093 | ↓ DEC |
AE Wealth Management LLCCIK 0001697723 | 11,413 | $91.65K | – | no_change |
BENJAMIN EDWARDS INCCIK 0001451623 | 10,645 | $85.48K | – | no_change |
Rockefeller Capital Management L.P.CIK 0001739439 | 9,012 | $72.37K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +153,252 | $1.53M |
Matisse Capital↑ INC | +50,000 | $3.56M |
RAYMOND JAMES FINANCIAL INC↑ INC | +43,517 | $18.90M |
AQR CAPITAL MANAGEMENT LLCNEW | +23,738 | $190.62K |
OPPENHEIMER & CO INC↑ INC | +17,131 | $550.59K |
Quantedge Capital Pte Ltd↑ INC | +15,400 | $1.52M |
WEDBUSH SECURITIES INC↑ INC | +3,720 | $234.00 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +2,624 | $168.82K |
LPL Financial LLC↑ INC | +1,905 | $6.98M |
Virtu Financial LLC↑ INC | +1,737 | $108.00 |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -21,286 | $2.61M |
Cambridge Investment Research Advisors, Inc.↓ DEC | -20,342 | $219.00 |
NWF Advisory Services Inc.↓ DEC | -17,100 | $2.12M |
Sovereign Financial Group, Inc.↓ DEC | -8,773 | $896.46K |
UBS Group AG↓ DEC | -7,490 | $592.07K |
WELLS FARGO & COMPANY/MN↓ DEC | -6,121 | $15.00 |
MORGAN STANLEY↓ DEC | -2,096 | $6.14M |
ROYAL BANK OF CANADA↓ DEC | -1,484 | $150.00K |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors↓ DEC | -1,433 | $171.56K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -1,430 | $3.73K |