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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 369,327 | $5.77M | +126,318 | ↑ INC |
UBS Group AGCIK 0001610520 | 353,637 | $5.52M | -7,994 | ↓ DEC |
Axim Planning & WealthCIK 0001950607 | 272,251 | $4.25M | -50,759 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 176,168 | $2.75M | +10,217 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 148,453 | $2.32M | -2,099 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 95,891 | $1.50M | +334 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 69,444 | $1.08M | +2,700 | ↑ INC |
Everstar Asset Management, LLCCIK 0002023744 | 55,760 | $870.41K | -2,000 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 46,962 | $733.07K | -7,363 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 46,895 | $732.05K | -6,016 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 32,519 | $507.61K | +3,515 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 29,839 | $466.00K | -558 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 29,314 | $457.59K | -501 | ↓ DEC |
Koshinski Asset Management, Inc.CIK 0001633389 | 26,328 | $410.98K | -16,056 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 23,410 | $365.43K | -1,247 | ↓ DEC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 20,222 | $315.67K | +200 | ↑ INC |
Vanguard Capital Wealth AdvisorsCIK 0001730578 | 19,800 | $309.08K | +600 | ↑ INC |
Kapstone Financial Advisors LLCCIK 0001966087 | 18,743 | $292.58K | +18,743 | NEW |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 14,755 | $228.70K | -3,743 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 14,132 | $220.60K | -7,686 | ↓ DEC |
Spire Wealth ManagementCIK 0001858740 | 12,757 | $199.14K | +192 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 12,616 | $196.94K | -2,245 | ↓ DEC |
IHT Wealth Management, LLCCIK 0001697490 | 11,001 | $171.73K | +11,001 | NEW |
Live Oak Private Wealth LLCCIK 0001799877 | 10,891 | $170.01K | – | no_change |
StoneX Group Inc.CIK 0000913760 | 10,469 | $163.42K | -483 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +126,318 | $5.77M |
COHEN & STEERS, INC.↑ INC | +35,800 | $2.69K |
Kapstone Financial Advisors LLCNEW | +18,743 | $292.58K |
IHT Wealth Management, LLCNEW | +11,001 | $171.73K |
MORGAN STANLEY↑ INC | +10,217 | $2.75M |
Western Wealth Management, LLCNEW | +4,240 | $66.19K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +3,515 | $507.61K |
Kestra Advisory Services, LLC↑ INC | +2,700 | $1.08M |
Larson Financial Group LLC↑ INC | +1,770 | $31.53K |
Vanguard Capital Wealth Advisors↑ INC | +600 | $309.08K |
| Filer | Δ Shares | Value |
|---|---|---|
Axim Planning & Wealth↓ DEC | -50,759 | $4.25M |
Koshinski Asset Management, Inc.↓ DEC | -16,056 | $410.98K |
UBS Group AG↓ DEC | -7,994 | $5.52M |
STIFEL FINANCIAL CORP↓ DEC | -7,686 | $220.60K |
BANK OF AMERICA CORP /DE/↓ DEC | -7,363 | $733.07K |
OSAIC HOLDINGS, INC.↓ DEC | -6,016 | $732.05K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -3,743 | $228.70K |
Private Advisor Group, LLC↓ DEC | -2,245 | $196.94K |
Invesco Ltd.↓ DEC | -2,099 | $2.32M |
Everstar Asset Management, LLC↓ DEC | -2,000 | $870.41K |