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 |
|---|---|---|---|---|
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,471,026 | $17.83M | -134,443 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 711,187 | $8.62M | +459,225 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 459,489 | $5.57M | -152,830 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 308,366 | $3.74M | +45,332 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 47,760 | $578.85K | -2,044 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 38,466 | $466.21K | -1,658 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 36,527 | $442.71K | +2,034 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 21,842 | $264.73K | +9,784 | ↑ INC |
Dakota Wealth ManagementCIK 0001631353 | 20,158 | $244.31K | +20,158 | NEW |
LPL Financial LLCCIK 0001403438 | 18,920 | $229.31K | +228 | ↑ INC |
Advisory Advocates, LLCCIK 0002111697 | 11,554 | $140.03K | – | no_change |
Bridgewealth Advisory Group, LLCCIK 0001801982 | 11,417 | $138.37K | +637 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 11,288 | $136.81K | +5,235 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 11,096 | $134.48K | +11,096 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 10,979 | $133.06K | +10,979 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 10,561 | $128.00K | +282 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 8,059 | $98.00K | +279 | ↑ INC |
Golden State Wealth Management, LLCCIK 0001776033 | 2,456 | $29.77K | +136 | ↑ INC |
BROWN, LISLE/CUMMINGS, INC.CIK 0000014745 | 1,768 | $21.43K | – | no_change |
ROTHSCHILD INVESTMENT LLCCIK 0000085338 | 1,167 | $14.14K | +64 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,082 | $13.11K | +58 | ↑ INC |
CWM, LLCCIK 0001535847 | 654 | $7.93K | – | no_change |
Triumph Capital ManagementCIK 0001730765 | 333 | $4.04K | – | no_change |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 100 | $1.21K | – | no_change |
US BANCORP \DE\CIK 0000036104 | 40 | $485.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +459,225 | $8.62M |
Cetera Investment Advisers↑ INC | +45,332 | $3.74M |
Dakota Wealth ManagementNEW | +20,158 | $244.31K |
WOLVERINE ASSET MANAGEMENT LLCNEW | +11,096 | $134.48K |
RAYMOND JAMES FINANCIAL INCNEW | +10,979 | $133.06K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +9,784 | $264.73K |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +5,235 | $136.81K |
NWF Advisory Services Inc.↑ INC | +2,034 | $442.71K |
Bridgewealth Advisory Group, LLC↑ INC | +637 | $138.37K |
WELLS FARGO & COMPANY/MN↑ INC | +282 | $128.00K |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLC↓ DEC | -152,830 | $5.57M |
Allspring Global Investments Holdings, LLC↓ DEC | -134,443 | $17.83M |
MORGAN STANLEY↓ DEC | -2,044 | $578.85K |
OSAIC HOLDINGS, INC.↓ DEC | -1,658 | $466.21K |