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 |
|---|---|---|---|---|
McGowan Group Asset Management, Inc.CIK 0001633227 | 3,772,646 | $46.10M | +22,941 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 703,113 | $8.59M | -56,134 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 569,297 | $6.96M | -1,496 | ↓ DEC |
Yakira Capital Management, Inc.CIK 0001584639 | 489,792 | $5.99M | -224,207 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 402,492 | $4.92M | +4,225 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 305,824 | $3.74M | +140,136 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 267,603 | $3.27M | +9,385 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 208,561 | $2.57M | -22,900 | ↓ DEC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 186,000 | $2.27M | – | no_change |
Advisors Asset Management, Inc.CIK 0001297376 | 178,009 | $2.18M | +29,016 | ↑ INC |
Outlook Wealth Advisors, LLCCIK 0001767151 | 90,365 | $1.10M | -1,569 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 73,957 | $903.75K | -47,528 | ↓ DEC |
UBS Group AGCIK 0001610520 | 72,947 | $891.41K | -5,514 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 62,077 | $758.58K | -5,788 | ↓ DEC |
RVW Wealth, LLCCIK 0001756543 | 39,379 | $481.21K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 32,805 | $400.88K | -2,626 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 32,677 | $399.31K | +59 | ↑ INC |
Independent Wealth Network Inc.CIK 0001891240 | 30,188 | $368.89K | +7,592 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 29,025 | $354.73K | -4,989 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 28,210 | $344.72K | +1 | ↑ INC |
Calamos Advisors LLCCIK 0001316507 | 28,104 | $343.43K | +3,345 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 26,874 | $328.40K | -6,946 | ↓ DEC |
Hamrick Investment Counsel, llcCIK 0002126147 | 24,748 | $304.96K | +24,748 | NEW |
GOULD ASSET MANAGEMENT LLC /CA/CIK 0001091961 | 24,621 | $300.87K | +2,480 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 23,226 | $283.82K | -800 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLCNEW | +471,372 | $5.76K |
RAYMOND JAMES FINANCIAL INC↑ INC | +140,136 | $3.74M |
Advisors Asset Management, Inc.↑ INC | +29,016 | $2.18M |
Hamrick Investment Counsel, llcNEW | +24,748 | $304.96K |
McGowan Group Asset Management, Inc.↑ INC | +22,941 | $46.10M |
HARBOUR INVESTMENTS, INC.↑ INC | +15,422 | $190.91K |
Pathstone Holdings, LLC↑ INC | +9,385 | $3.27M |
FIFTH THIRD BANCORPNEW | +8,128 | $99.32K |
Independent Wealth Network Inc.↑ INC | +7,592 | $368.89K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +5,561 | $197.34K |
| Filer | Δ Shares | Value |
|---|---|---|
Yakira Capital Management, Inc.↓ DEC | -224,207 | $5.99M |
BALYASNY ASSET MANAGEMENT L.P.↓ DEC | -117,710 | $174.81K |
MORGAN STANLEY↓ DEC | -56,134 | $8.59M |
Arax Advisory Partners↓ DEC | -48,931 | $7.59K |
Logan Stone Capital, LLC↓ DEC | -47,528 | $903.75K |
Shaker Financial Services, LLC↓ DEC | -22,900 | $2.57M |
JPMORGAN CHASE & CO↓ DEC | -15,812 | $170.18K |
GUGGENHEIM CAPITAL LLC↓ DEC | -6,946 | $328.40K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -5,788 | $758.58K |
UBS Group AG↓ DEC | -5,514 | $891.41K |