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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 307,972 | $1.81M | – | no_change |
Advisors Asset Management, Inc.CIK 0001297376 | 251,855 | $1.48M | -514 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 162,651 | $959.80K | -1,113 | ↓ DEC |
Aviance Capital Partners, LLCCIK 0001542383 | 137,558 | $810.22K | +636 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 56,039 | $330.07K | +34,806 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 42,401 | $249.74K | – | no_change |
Stratos Wealth Partners, LTD.CIK 0001612865 | 39,686 | $233.75K | +4,843 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 24,663 | $145.26K | -1,868 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 21,952 | $129.29K | +10,985 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 13,859 | $81.63K | +9,062 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 13,161 | $77.52K | -879 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 11,399 | $67.14K | -1,749 | ↓ DEC |
SIT INVESTMENT ASSOCIATES INCCIK 0000769317 | 5,694,517 | $33.54K | -37,136 | ↓ DEC |
FIFTH THIRD BANCORPCIK 0000035527 | 4,800 | $28.27K | +4,800 | NEW |
Noble Wealth Management PBCCIK 0002055065 | 3,100 | $18.26K | +1,100 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 3,095 | $18.23K | -1,550 | ↓ DEC |
UBS Group AGCIK 0001610520 | 66 | $389.00 | +7 | ↑ INC |
FNY Investment Advisers, LLCCIK 0001742998 | 50 | $0.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Logan Stone Capital, LLC↑ INC | +34,806 | $330.07K |
WELLS FARGO & COMPANY/MN↑ INC | +10,985 | $129.29K |
RAYMOND JAMES FINANCIAL INC↑ INC | +9,062 | $81.63K |
Stratos Wealth Partners, LTD.↑ INC | +4,843 | $233.75K |
FIFTH THIRD BANCORPNEW | +4,800 | $28.27K |
Noble Wealth Management PBC↑ INC | +1,100 | $18.26K |
Aviance Capital Partners, LLC↑ INC | +636 | $810.22K |
UBS Group AG↑ INC | +7 | $389.00 |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -37,136 | $33.54K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -1,868 | $145.26K |
LPL Financial LLC↓ DEC | -1,749 | $67.14K |
OSAIC HOLDINGS, INC.↓ DEC | -1,550 | $18.23K |
Focus Partners Wealth↓ DEC | -1,113 | $959.80K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -879 | $77.52K |
Advisors Asset Management, Inc.↓ DEC | -514 | $1.48M |