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 | 8,860,374 | $38.90M | -897,270 | ↓ DEC |
UBS Group AGCIK 0001610520 | 5,650,991 | $24.81M | -163,994 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,905,991 | $12.76M | +659,947 | ↑ INC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 2,234,353 | $9.81M | +252,781 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,789,847 | $7.86M | -277,375 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 1,275,264 | $5.60M | +36,012 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,133,650 | $4.98M | +21,716 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 814,725 | $3.58M | +256,993 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 768,673 | $3.37M | +116,157 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 406,489 | $1.78M | +30,256 | ↑ INC |
WealthTrust Axiom LLCCIK 0001425949 | 356,578 | $1.57M | +26,340 | ↑ INC |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153 | 344,166 | $1.51M | +26,086 | ↑ INC |
ROMAN BUTLER FULLERTON & COCIK 0000733444 | 276,840 | $1.26M | +5,282 | ↑ INC |
Tennessee Valley Asset Management PartnersCIK 0001826790 | 262,652 | $1.15M | +70,653 | ↑ INC |
Cooper Financial GroupCIK 0001751581 | 261,404 | $1.15M | +9,777 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 230,262 | $1.01M | +1,510 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 226,645 | $994.97K | +37,567 | ↑ INC |
180 WEALTH ADVISORS, LLCCIK 0001730817 | 220,375 | $967.44K | +21,518 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 212,689 | $933.71K | -2,695 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 169,917 | $745.92K | -21,154 | ↓ DEC |
Rayburn West Financial Services LLCCIK 0002107467 | 161,570 | $709.29K | +7,000 | ↑ INC |
Investment Partners Asset Management, Inc.CIK 0001384416 | 152,845 | $670.99K | -32,758 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 151,507 | $665.12K | -31,039 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 126,573 | $550.72K | -9,792 | ↓ DEC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 102,908 | $451.77K | -1,270,451 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↑ INC | +659,947 | $12.76M |
Penserra Capital Management LLC↑ INC | +424,000 | $18.09K |
ROYAL BANK OF CANADA↑ INC | +256,993 | $3.58M |
FLAGSHIP HARBOR ADVISORS, LLC↑ INC | +252,781 | $9.81M |
Sanctuary Advisors, LLC↑ INC | +116,157 | $3.37M |
Tennessee Valley Asset Management Partners↑ INC | +70,653 | $1.15M |
FIFTH THIRD BANCORP↑ INC | +66,158 | $303.60K |
RAYMOND JAMES FINANCIAL INC↑ INC | +37,567 | $994.97K |
AMERIPRISE FINANCIAL INC↑ INC | +36,012 | $5.60M |
ACCREDITED INVESTOR SERVICES, LLCNEW | +32,431 | $142.37K |
| Filer | Δ Shares | Value |
|---|---|---|
READYSTATE ASSET MANAGEMENT LP↓ DEC | -1,270,451 | $451.77K |
MORGAN STANLEY↓ DEC | -897,270 | $38.90M |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -448,019 | $220.18K |
BANK OF AMERICA CORP /DE/↓ DEC | -277,375 | $7.86M |
UBS Group AG↓ DEC | -163,994 | $24.81M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -61,705 | $44.58K |
Investment Partners Asset Management, Inc.↓ DEC | -32,758 | $670.99K |
Rockefeller Capital Management L.P.↓ DEC | -31,039 | $665.12K |
Focus Partners Wealth↓ DEC | -27,645 | $46.17K |
GFS Advisors, LLC↓ DEC | -24,031 | $424.28K |