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 |
|---|---|---|---|---|
UBS Group AGCIK 0001610520 | 4,041,130 | $16.08M | +134,457 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,640,675 | $6.53M | -341,386 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,161,886 | $4.62M | -715,832 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 914,611 | $3.64M | -9,454 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 658,691 | $2.62M | +114,487 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 639,536 | $2.55M | +66,199 | ↑ INC |
GraniteShares Advisors LLCCIK 0001839545 | 595,740 | $2.37M | -68,191 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 523,881 | $2.08M | +32,529 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 512,145 | $2.04M | +324,957 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 456,440 | $1.82M | -7,500 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 300,395 | $1.20M | -103,258 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 217,790 | $866.80K | -4,933 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 184,437 | $734.06K | -43,971 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 158,613 | $631.28K | +142,527 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 153,914 | $612.58K | -15,134 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 147,805 | $594.18K | – | no_change |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 126,446 | $503.26K | – | no_change |
LPL Financial LLCCIK 0001403438 | 116,368 | $463.14K | +11,847 | ↑ INC |
World Investment AdvisorsCIK 0001652594 | 100,512 | $400.04K | – | no_change |
Total Wealth Planning & Management, Inc.CIK 0002058383 | 78,862 | $313.87K | +6,588 | ↑ INC |
Sage Capital Advisors,llcCIK 0001714107 | 74,055 | $294.74K | +4,137 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 68,831 | $273.95K | +407 | ↑ INC |
AEGON USA Investment Management, LLCCIK 0001454937 | 60,614 | $241.24K | – | no_change |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 56,580 | $225.19K | +43,584 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 56,198 | $223.00K | +2,139 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Rockefeller Capital Management L.P.↑ INC | +324,957 | $2.04M |
CITADEL ADVISORS LLC↑ INC | +142,527 | $631.28K |
UBS Group AG↑ INC | +134,457 | $16.08M |
GUGGENHEIM CAPITAL LLC↑ INC | +114,487 | $2.62M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +79,765 | $318.00 |
OSAIC HOLDINGS, INC.↑ INC | +66,199 | $2.55M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +43,584 | $225.19K |
AMERIPRISE FINANCIAL INC↑ INC | +32,529 | $2.08M |
NOMURA HOLDINGS INC↑ INC | +27,375 | $199.00K |
XTX Topco Ltd↑ INC | +13,615 | $98.83K |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↓ DEC | -715,832 | $4.62M |
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -573,320 | $209.44K |
Quarry LP↓ DEC | -343,021 | $87.25K |
MORGAN STANLEY↓ DEC | -341,386 | $6.53M |
Penserra Capital Management LLC↓ DEC | -203,153 | $9.77K |
Shaker Financial Services, LLC↓ DEC | -103,258 | $1.20M |
GraniteShares Advisors LLC↓ DEC | -68,191 | $2.37M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -43,971 | $734.06K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -15,134 | $612.58K |
Invesco Ltd.↓ DEC | -9,454 | $3.64M |