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 | 4,526,539 | $80.53M | -156,927 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,194,625 | $21.25M | +11,694 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 577,239 | $10.27M | +113,872 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 552,394 | $9.83M | +51,327 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 519,667 | $9.24M | +2,582 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 466,695 | $8.30M | +10,646 | ↑ INC |
Z3 Capital Partners, LLCCIK 0002127787 | 227,368 | $4.04M | +4,723 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 225,672 | $4.01M | +37,177 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 129,877 | $2.31M | -1,326 | ↓ DEC |
UBS Group AGCIK 0001610520 | 128,934 | $2.29M | +4,752 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 128,393 | $2.28M | +8,321 | ↑ INC |
Samalin Investment Counsel, LLCCIK 0001544366 | 125,848 | $2.24M | +44,099 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 116,628 | $2.07M | -13,489 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 115,261 | $2.05M | -1,799 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 112,540 | $2.00M | +2,376 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 105,935 | $1.88M | +3,307 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 100,769 | $1.79M | -1,849 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 84,348 | $1.50M | +61,718 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 82,596 | $1.47M | +11,842 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 75,423 | $1.34M | +90 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 72,924 | $1.30M | +8,617 | ↑ INC |
Sage Capital Management, LLCCIK 0002030667 | 62,475 | $1.11M | +2,431 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 57,242 | $1.02M | +229 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 56,487 | $1.00M | +56,487 | NEW |
Private Advisor Group, LLCCIK 0001567755 | 55,718 | $991.23K | +7,242 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Advisors Asset Management, Inc.↑ INC | +113,872 | $10.27M |
Steward Partners Investment Advisory, LLC↑ INC | +61,718 | $1.50M |
NORTHERN TRUST CORPNEW | +56,487 | $1.00M |
LPL Financial LLC↑ INC | +51,327 | $9.83M |
Samalin Investment Counsel, LLC↑ INC | +44,099 | $2.24M |
BANK OF AMERICA CORP /DE/↑ INC | +37,177 | $4.01M |
XTX Topco LtdNEW | +24,474 | $435.39K |
WELLS FARGO & COMPANY/MN↑ INC | +16,332 | $481.90K |
Janney Montgomery Scott LLC↑ INC | +15,350 | $3.65K |
HighTower Advisors, LLC↑ INC | +12,350 | $533.16K |
| Filer | Δ Shares | Value |
|---|---|---|
WNY Asset Management, LLC↓ DEC | -199,737 | $252.84K |
Penserra Capital Management LLC↓ DEC | -171,877 | $20.45K |
MORGAN STANLEY↓ DEC | -156,927 | $80.53M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -122,864 | $425.45K |
STEPHENS INC /AR/↓ DEC | -18,183 | $420.26K |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -17,824 | $924.23K |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -16,217 | $184.48K |
World Investment Advisors↓ DEC | -14,178 | $618.81K |
OPPENHEIMER & CO INC↓ DEC | -13,489 | $2.07M |
STIFEL FINANCIAL CORP↓ DEC | -10,003 | $262.73K |