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 | 1,490,233 | $16.30M | – | no_change |
1607 Capital Partners, LLCCIK 0001436866 | 1,160,052 | $12.69M | – | no_change |
Karpus Management, Inc.CIK 0001048703 | 532,698 | $5.83M | +163,090 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 204,051 | $2.23M | +29,544 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 200,843 | $2.20M | +7,788 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 158,173 | $1.73M | +26,626 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 102,141 | $1.12M | -3,737 | ↓ DEC |
ROTHSCHILD INVESTMENT LLCCIK 0000085338 | 70,176 | $767.73K | -3,260 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 63,798 | $697.95K | +3,693 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 49,158 | $537.79K | +13,746 | ↑ INC |
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045 | 44,992 | $492.21K | -2,005 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 34,700 | $379.63K | -461 | ↓ DEC |
PETRA FINANCIAL ADVISORS INCCIK 0001971427 | 25,657 | $280.69K | +6,532 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 19,939 | $218.13K | +725 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 17,419 | $190.56K | +7,084 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 16,746 | $183.22K | +25 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 16,652 | $182.17K | -8,615 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 15,755 | $172.36K | – | no_change |
Focus Partners WealthCIK 0001542153 | 14,055 | $153.76K | +14,055 | NEW |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 10,403 | $113.81K | +4,908 | ↑ INC |
UBS Group AGCIK 0001610520 | 10,364 | $113.38K | +517 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 10,056 | $110.01K | -6,800 | ↓ DEC |
SIT INVESTMENT ASSOCIATES INCCIK 0000769317 | 3,193,796 | $34.94K | -15,197 | ↓ DEC |
FIFTH THIRD BANCORPCIK 0000035527 | 2,500 | $27.35K | +2,500 | NEW |
Noble Wealth Management PBCCIK 0002055065 | 2,350 | $25.71K | -1,950 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +163,090 | $5.83M |
Hennion & Walsh Asset Management, Inc.↑ INC | +29,544 | $2.23M |
GUGGENHEIM CAPITAL LLC↑ INC | +26,626 | $1.73M |
Focus Partners WealthNEW | +14,055 | $153.76K |
LPL Financial LLC↑ INC | +13,746 | $537.79K |
RIVERBRIDGE PARTNERS LLC↑ INC | +7,788 | $2.20M |
AMERIPRISE FINANCIAL INC↑ INC | +7,084 | $190.56K |
PETRA FINANCIAL ADVISORS INC↑ INC | +6,532 | $280.69K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +4,908 | $113.81K |
Baird Financial Group, Inc.↑ INC | +3,693 | $697.95K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -15,197 | $34.94K |
STIFEL FINANCIAL CORP↓ DEC | -8,615 | $182.17K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -6,800 | $110.01K |
HUNTINGTON NATIONAL BANK↓ DEC | -5,119 | $11.00 |
Fiera Capital Corp↓ DEC | -3,737 | $1.12M |
ROTHSCHILD INVESTMENT LLC↓ DEC | -3,260 | $767.73K |
CARY STREET PARTNERS FINANCIAL LLC↓ DEC | -2,005 | $492.21K |
Noble Wealth Management PBC↓ DEC | -1,950 | $25.71K |
MORGAN STANLEY↓ DEC | -461 | $379.63K |