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 | 1,231,253 | $17.53M | +57,965 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 775,954 | $11.05M | -7,499 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 315,690 | $4.50M | +19,366 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 214,959 | $3.06M | -8,549 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 168,263 | $2.40M | +11,632 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 166,660 | $2.37M | -2,486 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 164,919 | $2.35M | +3,323 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 147,001 | $2.09M | +66 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 112,890 | $1.61M | -53,886 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 110,697 | $1.58M | -4,849 | ↓ DEC |
Activest Wealth ManagementCIK 0001883134 | 58,589 | $834.30K | -1,764 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 52,131 | $742.35K | +3,794 | ↑ INC |
Sowell Financial Services LLCCIK 0001633697 | 48,105 | $685.01K | +3,192 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 47,516 | $676.65K | +6,572 | ↑ INC |
Live Oak Private Wealth LLCCIK 0001799877 | 38,630 | $550.09K | – | no_change |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 26,580 | $383.28K | – | no_change |
Arkfeld Wealth Strategies, L.L.C.CIK 0001789382 | 25,464 | $368.21K | +844 | ↑ INC |
Post Resch Tallon Group Inc.CIK 0002054476 | 25,809 | $364.69K | +26 | ↑ INC |
Gladstone Institutional Advisory LLCCIK 0001766530 | 20,706 | $294.86K | +20,706 | NEW |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 19,353 | $275.59K | +18,753 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 17,177 | $244.60K | -1,036 | ↓ DEC |
KEYBANK NATIONAL ASSOCIATION/OHCIK 0001089877 | 17,000 | $242.08K | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 14,465 | $205.98K | – | no_change |
Sanctuary Advisors, LLCCIK 0001777271 | 14,295 | $203.57K | +110 | ↑ INC |
OneAscent Financial Services LLCCIK 0001780985 | 12,750 | $181.56K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↑ INC | +57,965 | $17.53M |
COHEN & STEERS, INC.↑ INC | +31,787 | $872.00 |
Gladstone Institutional Advisory LLCNEW | +20,706 | $294.86K |
LPL Financial LLC↑ INC | +19,366 | $4.50M |
HARBOUR INVESTMENTS, INC.↑ INC | +18,753 | $275.59K |
AMERIPRISE FINANCIAL INC↑ INC | +11,632 | $2.40M |
OSAIC HOLDINGS, INC.↑ INC | +6,572 | $676.65K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +3,794 | $742.35K |
FIFTH THIRD BANCORP↑ INC | +3,588 | $92.18K |
ROYAL BANK OF CANADA↑ INC | +3,323 | $2.35M |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -53,886 | $1.61M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -41,853 | $15.39K |
PHILADELPHIA TRUST CO↓ DEC | -13,880 | $396.00 |
Invesco Ltd.↓ DEC | -8,549 | $3.06M |
MORGAN STANLEY↓ DEC | -7,499 | $11.05M |
Fiera Capital Corp↓ DEC | -4,849 | $1.58M |
Cetera Investment Advisers↓ DEC | -2,486 | $2.37M |
WEDBUSH SECURITIES INC↓ DEC | -2,354 | $267.00 |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -2,000 | $1.01K |
Activest Wealth Management↓ DEC | -1,764 | $834.30K |