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 |
|---|---|---|---|---|
SteelPeak Wealth, LLCCIK 0001801868 | 794,786 | $10.46M | +55,132 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 788,127 | $10.37M | -47,209 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 529,898 | $6.97M | -139,659 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 503,258 | $6.62M | -7,146 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 476,262 | $6.27M | +115,616 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 474,381 | $6.24M | -234,799 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 399,780 | $5.26M | -63,736 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 259,729 | $3.42M | -23,266 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 239,561 | $3.15M | -4,212 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 212,078 | $2.79M | -1,107 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 204,566 | $2.69M | -68,633 | ↓ DEC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 178,617 | $2.35M | -31,909 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 171,475 | $2.26M | +5,089 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 150,223 | $1.98M | +1,596 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 145,324 | $1.91M | +2,297 | ↑ INC |
UBS Group AGCIK 0001610520 | 105,470 | $1.39M | -26,782 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 88,003 | $1.16M | +206 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 86,713 | $1.14M | -2,794 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 81,605 | $1.07M | -3,027 | ↓ DEC |
Savvy Advisors, Inc.CIK 0002003633 | 73,768 | $970.79K | -21,469 | ↓ DEC |
Marks Group Wealth Management, IncCIK 0001802473 | 65,929 | $867.63K | -6,796 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 56,809 | $747.61K | +50,146 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 56,522 | $743.83K | +1,044 | ↑ INC |
Aviance Capital Partners, LLCCIK 0001542383 | 56,371 | $741.85K | +68 | ↑ INC |
Hilton Capital Management, LLCCIK 0001541211 | 44,460 | $585.09K | -5,500 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↑ INC | +115,616 | $6.27M |
Stolper Co↑ INC | +88,105 | $11.55K |
SteelPeak Wealth, LLC↑ INC | +55,132 | $10.46M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +50,146 | $747.61K |
HUB Investment Partners, LLCNEW | +20,590 | $270.96K |
XTX Topco LtdNEW | +18,466 | $243.01K |
READYSTATE ASSET MANAGEMENT LPNEW | +17,280 | $227.41K |
IFG Advisory, LLCNEW | +6,390 | $84.09K |
Cetera Investment Advisers↑ INC | +5,089 | $2.26M |
Beacon Pointe Advisors, LLC↑ INC | +3,991 | $349.57K |
| Filer | Δ Shares | Value |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↓ DEC | -234,799 | $6.24M |
GUGGENHEIM CAPITAL LLC↓ DEC | -139,659 | $6.97M |
Capital Investment Advisors, LLC↓ DEC | -68,633 | $2.69M |
MORGAN STANLEY↓ DEC | -63,736 | $5.26M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -47,209 | $10.37M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -31,909 | $2.35M |
UBS Group AG↓ DEC | -26,782 | $1.39M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -25,134 | $425.63K |
AMERIPRISE FINANCIAL INC↓ DEC | -23,266 | $3.42M |
Savvy Advisors, Inc.↓ DEC | -21,469 | $970.79K |