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 | 1,244,576 | $14.09M | +75,806 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 623,652 | $7.06M | +60,586 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 580,623 | $6.57M | -1,173,125 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 291,185 | $3.30M | +53,499 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 268,091 | $3.03M | +92,138 | ↑ INC |
UBS Group AGCIK 0001610520 | 246,543 | $2.79M | +9,878 | ↑ INC |
STRS OHIOCIK 0000820478 | 240,000 | $2.72M | – | no_change |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 207,850 | $2.35M | -13,819 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 136,395 | $1.54M | -4,337 | ↓ DEC |
Advocate Investing Services LLCCIK 0002110509 | 95,930 | $1.09M | +22,946 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 89,051 | $1.01M | +7,232 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 62,593 | $708.55K | +13,263 | ↑ INC |
EP Wealth Advisors, LLCCIK 0001540569 | 56,012 | $634.06K | -3,025 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 52,125 | $590.06K | -43,885 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 49,199 | $556.94K | +7,510 | ↑ INC |
Robertson Stephens Wealth Management, LLCCIK 0001767307 | 47,500 | $537.70K | +22,500 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 43,718 | $494.97K | +14,089 | ↑ INC |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOCIK 0001007280 | 39,165 | $443.35K | -16,779 | ↓ DEC |
SCHNIEDERS CAPITAL MANAGEMENT, LLC.CIK 0002057056 | 30,909 | $349.89K | -600 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 30,728 | $347.84K | +2,119 | ↑ INC |
CIBC WORLD MARKET INC.CIK 0001421224 | 28,953 | $327.75K | -40,543 | ↓ DEC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 24,970 | $282.66K | +1,457 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 24,296 | $275.03K | +24,296 | NEW |
XTX Topco LtdCIK 0001828301 | 23,199 | $262.61K | -25,376 | ↓ DEC |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsCIK 0001965756 | 22,836 | $258.51K | +9,024 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↑ INC | +679,607 | $12.60K |
LPL Financial LLC↑ INC | +92,138 | $3.03M |
MORGAN STANLEY↑ INC | +75,806 | $14.09M |
Cetera Investment Advisers↑ INC | +60,586 | $7.06M |
RAYMOND JAMES FINANCIAL INC↑ INC | +53,499 | $3.30M |
Janney Montgomery Scott LLC↑ INC | +51,328 | $2.19K |
CITADEL ADVISORS LLCNEW | +24,296 | $275.03K |
Advocate Investing Services LLC↑ INC | +22,946 | $1.09M |
Robertson Stephens Wealth Management, LLC↑ INC | +22,500 | $537.70K |
DECISION INVESTMENTS, INCNEW | +15,740 | $178.18K |
| Filer | Δ Shares | Value |
|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -1,173,125 | $6.57M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -56,354 | $28.03K |
WELLS FARGO & COMPANY/MN↓ DEC | -43,885 | $590.06K |
CIBC WORLD MARKET INC.↓ DEC | -40,543 | $327.75K |
XTX Topco Ltd↓ DEC | -25,376 | $262.61K |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO↓ DEC | -16,779 | $443.35K |
Cassaday & Co Wealth Management LLC↓ DEC | -16,556 | $442.00 |
LAZARD ASSET MANAGEMENT LLC↓ DEC | -13,819 | $2.35M |
Western Wealth Management, LLC↓ DEC | -12,803 | $2.32K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -10,668 | $115.00 |