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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 526,763 | $5.63M | +10,973 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 399,078 | $4.26M | -30,088 | ↓ DEC |
Uncommon Cents Investing LLCCIK 0001729754 | 295,495 | $3.16M | +4,845 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 273,559 | $2.92M | +42,365 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 245,966 | $2.63M | – | no_change |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 236,872 | $2.53M | +34,919 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 190,284 | $2.03M | +138,489 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 173,763 | $1.86M | +10,750 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 116,595 | $1.25M | -12,948 | ↓ DEC |
Quarry LPCIK 0001965207 | 98,077 | $1.05M | +1,710 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 92,463 | $987.50K | -7,664 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 90,745 | $969.15K | -16,647 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 90,273 | $964.12K | -3,717 | ↓ DEC |
TFB Advisors LLCCIK 0001965201 | 83,538 | $892.19K | -7,784 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 74,540 | $796.09K | +30,795 | ↑ INC |
E&G Advisors, LPCIK 0001598550 | 63,221 | $675.20K | -3,552 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 56,886 | $607.54K | -814 | ↓ DEC |
Everstar Asset Management, LLCCIK 0002023744 | 44,105 | $471.04K | -1,800 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 43,329 | $454.09K | +21,550 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 38,720 | $413.53K | +38 | ↑ INC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 37,210 | $397.40K | -28,672 | ↓ DEC |
Ionic Capital Management LLCCIK 0001386462 | 35,698 | $381.25K | +16,585 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 33,611 | $358.97K | +1,635 | ↑ INC |
RVW Wealth, LLCCIK 0001756543 | 27,623 | $295.01K | – | no_change |
Calamos Advisors LLCCIK 0001316507 | 26,332 | $281.23K | +3,135 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLC↑ INC | +138,489 | $2.03M |
Shaker Financial Services, LLC↑ INC | +42,365 | $2.92M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +34,919 | $2.53M |
CITADEL ADVISORS LLC↑ INC | +30,795 | $796.09K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +21,550 | $454.09K |
Ionic Capital Management LLC↑ INC | +16,585 | $381.25K |
RAYMOND JAMES FINANCIAL INC↑ INC | +10,973 | $5.63M |
Rockefeller Capital Management L.P.↑ INC | +10,750 | $1.86M |
FIFTH THIRD BANCORPNEW | +7,232 | $77.24K |
Steward Partners Investment Advisory, LLC↑ INC | +6,165 | $76.85K |
| Filer | Δ Shares | Value |
|---|---|---|
PRIVATE MANAGEMENT GROUP INC↓ DEC | -124,534 | $129.34K |
Hara Capital LLC↓ DEC | -71,023 | $111.07K |
GUGGENHEIM CAPITAL LLC↓ DEC | -30,088 | $4.26M |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -28,672 | $397.40K |
Capital Investment Advisors, LLC↓ DEC | -16,647 | $969.15K |
UBS Group AG↓ DEC | -16,004 | $125.20K |
MORGAN STANLEY↓ DEC | -12,948 | $1.25M |
TFB Advisors LLC↓ DEC | -7,784 | $892.19K |
WELLS FARGO & COMPANY/MN↓ DEC | -7,664 | $987.50K |
OSAIC HOLDINGS, INC.↓ DEC | -4,729 | $190.97K |