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 | 776,442 | $19.23M | +9,281 | ↑ INC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 493,002 | $12.21M | +30,689 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 482,300 | $11.95M | +944 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 470,487 | $11.65M | -25,151 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 372,414 | $9.22M | +3,158 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 341,089 | $8.45M | +25,360 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 325,879 | $8.07M | -9,471 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 314,864 | $7.80M | +30,649 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 262,793 | $6.51M | -12,788 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 224,195 | $5.55M | +23,201 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 181,694 | $4.50M | -8,171 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 151,813 | $3.76M | +8,935 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 127,458 | $3.16M | +2,374 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 116,568 | $2.89M | -17,178 | ↓ DEC |
Live Oak Private Wealth LLCCIK 0001799877 | 102,602 | $2.54M | – | no_change |
CENTRAL TRUST CoCIK 0000044365 | 85,526 | $2.12M | – | no_change |
Indivisible PartnersCIK 0002098400 | 62,402 | $1.55M | +12,608 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 51,378 | $1.27M | -502 | ↓ DEC |
WELCH & FORBES LLCCIK 0000105495 | 50,000 | $1.24M | – | no_change |
Samalin Investment Counsel, LLCCIK 0001544366 | 48,030 | $1.19M | -177 | ↓ DEC |
&PARTNERSCIK 0000107136 | 38,723 | $955.15K | +9,007 | ↑ INC |
Spire Wealth ManagementCIK 0001858740 | 35,765 | $885.89K | +3,919 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 31,775 | $791.50K | -10,507 | ↓ DEC |
World Investment AdvisorsCIK 0001652594 | 30,895 | $765.27K | +1,026 | ↑ INC |
Diesslin Group, Inc.CIK 0002108559 | 30,487 | $755.17K | -1,406 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
CAPTRUST FINANCIAL ADVISORS↑ INC | +30,689 | $12.21M |
WELLS FARGO & COMPANY/MN↑ INC | +30,649 | $7.80M |
RAYMOND JAMES FINANCIAL INC↑ INC | +25,360 | $8.45M |
Cetera Investment Advisers↑ INC | +23,201 | $5.55M |
Investment Management Trust, LLCNEW | +21,511 | $532.84K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +15,566 | $584.62K |
Indivisible Partners↑ INC | +12,608 | $1.55M |
Sunbelt Securities, Inc.NEW | +11,606 | $287.48K |
UBS Group AG↑ INC | +9,281 | $19.23M |
&PARTNERS↑ INC | +9,007 | $955.15K |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -534,653 | $2.58K |
Invesco Ltd.↓ DEC | -25,151 | $11.65M |
OSAIC HOLDINGS, INC.↓ DEC | -17,178 | $2.89M |
BANK OF AMERICA CORP /DE/↓ DEC | -12,788 | $6.51M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -10,507 | $791.50K |
GUGGENHEIM CAPITAL LLC↓ DEC | -9,471 | $8.07M |
SMH CAPITAL ADVISORS INC↓ DEC | -8,528 | $216.60K |
ROYAL BANK OF CANADA↓ DEC | -8,171 | $4.50M |
Savvy Advisors, Inc.↓ DEC | -5,152 | $538.58K |
Mutual Advisors, LLC↓ DEC | -3,551 | $527.19K |