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 |
|---|---|---|---|---|
AMERIPRISE FINANCIAL INCCIK 0000820027 | 296,505 | $5.38M | +46,605 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 156,726 | $2.84M | +1,374 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 117,760 | $2.13M | -5,941 | ↓ DEC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 34,830 | $1.76M | +34,330 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 93,597 | $1.70M | -6,391 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 72,639 | $1.32M | -8,081 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 65,360 | $1.18M | -2,333 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 57,415 | $1.04M | -21,004 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 50,435 | $914.39K | +12,256 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 50,244 | $910.93K | +142 | ↑ INC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 48,428 | $878.00K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 47,711 | $865.01K | +4,039 | ↑ INC |
Venture Visionary Partners LLCCIK 0001792283 | 46,757 | $847.71K | +5,017 | ↑ INC |
Compound Planning, Inc.CIK 0001978879 | 41,609 | $754.36K | -96 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 40,038 | $725.89K | +22,527 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 35,876 | $650.43K | +4,035 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 29,583 | $536.34K | +16,005 | ↑ INC |
Concorde Asset Management, LLCCIK 0001631773 | 27,080 | $494.87K | +4,230 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 22,091 | $400.51K | +240 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 20,810 | $377.29K | – | no_change |
LPL Financial LLCCIK 0001403438 | 19,136 | $346.93K | +7,572 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 18,671 | $338.50K | +47 | ↑ INC |
Sowell Financial Services LLCCIK 0001633697 | 18,576 | $336.78K | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 11,962 | $216.87K | -8 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 2,760 | $50.36K | -200 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
AMERIPRISE FINANCIAL INC↑ INC | +46,605 | $5.38M |
EverSource Wealth Advisors, LLC↑ INC | +34,330 | $1.76M |
Cetera Investment Advisers↑ INC | +22,527 | $725.89K |
Hennion & Walsh Asset Management, Inc.↑ INC | +16,005 | $536.34K |
Invesco Ltd.↑ INC | +12,256 | $914.39K |
LPL Financial LLC↑ INC | +7,572 | $346.93K |
Venture Visionary Partners LLC↑ INC | +5,017 | $847.71K |
Concorde Asset Management, LLC↑ INC | +4,230 | $494.87K |
RAYMOND JAMES FINANCIAL INC↑ INC | +4,039 | $865.01K |
FIRST TRUST ADVISORS LP↑ INC | +4,035 | $650.43K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -130,542 | $17.41K |
OSAIC HOLDINGS, INC.↓ DEC | -21,004 | $1.04M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -8,081 | $1.32M |
MORGAN STANLEY↓ DEC | -6,391 | $1.70M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -5,941 | $2.13M |
UBS Group AG↓ DEC | -5,829 | $22.41K |
Fiera Capital Corp↓ DEC | -2,333 | $1.18M |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC | -200 | $50.36K |
Compound Planning, Inc.↓ DEC | -96 | $754.36K |
STIFEL FINANCIAL CORP↓ DEC | -8 | $216.87K |