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 | 11,392,747 | $41.36M | +1,759,935 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 2,539,012 | $9.22M | -350,817 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,354,893 | $4.92M | +133,941 | ↑ INC |
FCA CORP /TXCIK 0001166402 | 1,206,739 | $4.38M | +66,178 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 799,149 | $2.90M | +22,860 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 691,641 | $2.75M | +119,146 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 752,004 | $2.73M | +367,001 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 664,969 | $2.41M | -37,740 | ↓ DEC |
UBS Group AGCIK 0001610520 | 601,872 | $2.18M | +67,328 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 512,974 | $1.86M | -100,789 | ↓ DEC |
Kanen Wealth Management LLCCIK 0001681614 | 490,454 | $1.78M | +10,000 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 470,947 | $1.71M | -169,549 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 469,158 | $1.70M | +141,927 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 473,862 | $1.68M | +56,753 | ↑ INC |
Chicago Partners Investment Group LLCCIK 0001563525 | 368,306 | $1.36M | -30,633 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 316,605 | $1.15M | -42,195 | ↓ DEC |
Quarry LPCIK 0001965207 | 305,111 | $1.11M | +305,111 | NEW |
RFG Advisory, LLCCIK 0001633387 | 287,063 | $1.04M | +106,280 | ↑ INC |
Pathway Financial Advisers, LLCCIK 0002024152 | 279,433 | $1.01M | +1,730 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 230,383 | $836.29K | -10,235 | ↓ DEC |
Fortis Group Advisors, LLCCIK 0001815183 | 210,571 | $777.01K | -2,905 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 169,738 | $616.15K | +36,614 | ↑ INC |
Calamos Advisors LLCCIK 0001316507 | 163,795 | $594.58K | +19,500 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 146,113 | $530.00K | -5,761 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 109,681 | $398.14K | +11,268 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +1,759,935 | $41.36M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +577,014 | $10.21K |
LPL Financial LLC↑ INC | +367,001 | $2.73M |
Quarry LPNEW | +305,111 | $1.11M |
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +141,927 | $1.70M |
Invesco Ltd.↑ INC | +133,941 | $4.92M |
Rareview Capital LLC↑ INC | +119,146 | $2.75M |
RFG Advisory, LLC↑ INC | +106,280 | $1.04M |
UBS Group AG↑ INC | +67,328 | $2.18M |
FCA CORP /TX↑ INC | +66,178 | $4.38M |
| Filer | Δ Shares | Value |
|---|---|---|
Capital Investment Advisors, LLC↓ DEC | -350,817 | $9.22M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -169,549 | $1.71M |
JANE STREET GROUP, LLC↓ DEC | -154,260 | $148.09K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -116,036 | $53.82K |
Shaker Financial Services, LLC↓ DEC | -100,789 | $1.86M |
BANK OF AMERICA CORP /DE/↓ DEC | -42,195 | $1.15M |
XTX Topco Ltd↓ DEC | -39,289 | $128.02K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -37,740 | $2.41M |
Chicago Partners Investment Group LLC↓ DEC | -30,633 | $1.36M |
Fiera Capital Corp↓ DEC | -25,034 | $65.10K |