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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 5,442,892 | $41.04M | -1,475,532 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 4,777,122 | $36.02M | +254,855 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 4,648,791 | $35.05M | +245,746 | ↑ INC |
UBS Group AGCIK 0001610520 | 4,399,194 | $33.17M | +84,221 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 4,071,964 | $30.70M | +248,042 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 2,881,952 | $21.73M | +1,751,478 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 2,574,651 | $19.41M | -576,795 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 2,279,903 | $17.19M | +26,908 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,907,472 | $14.38M | +10,646 | ↑ INC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 1,536,912 | $11.59M | +325,573 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 1,221,702 | $9.21M | -13,962 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,214,016 | $9.15M | +23,710 | ↑ INC |
GREATMARK INVESTMENT PARTNERS, INC.CIK 0001540944 | 985,860 | $7.43M | -16,732 | ↓ DEC |
MGO ONE SEVEN LLCCIK 0001731444 | 982,812 | $7.41M | +20,859 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 911,404 | $6.87M | -14,620 | ↓ DEC |
TRUIST FINANCIAL CORPCIK 0000092230 | 888,223 | $6.70M | +100,313 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 803,340 | $6.06M | +70,033 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 794,989 | $5.99M | +36,996 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 744,388 | $5.61M | +87,270 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 669,557 | $5.05M | -148,540 | ↓ DEC |
Moors & Cabot, Inc.CIK 0001607239 | 539,130 | $4.07M | +2,188 | ↑ INC |
FCA CORP /TXCIK 0001166402 | 526,494 | $3.97M | +10,817 | ↑ INC |
Chicago Partners Investment Group LLCCIK 0001563525 | 488,314 | $3.89M | -47,818 | ↓ DEC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 489,684 | $3.69M | -12,540 | ↓ DEC |
Lido Advisors, LLCCIK 0001650150 | 454,737 | $3.46M | +200 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
ROYAL BANK OF CANADA↑ INC | +1,751,478 | $21.73M |
CAPTRUST FINANCIAL ADVISORS↑ INC | +325,573 | $11.59M |
BANK OF AMERICA CORP /DE/↑ INC | +254,855 | $36.02M |
RAYMOND JAMES FINANCIAL INC↑ INC | +248,042 | $30.70M |
WELLS FARGO & COMPANY/MN↑ INC | +245,746 | $35.05M |
HARBOUR INVESTMENTS, INC.↑ INC | +109,824 | $1.56M |
TRUIST FINANCIAL CORP↑ INC | +100,313 | $6.70M |
Kestra Advisory Services, LLC↑ INC | +87,270 | $5.61M |
MILLENNIUM MANAGEMENT LLC↑ INC | +85,346 | $749.12K |
UBS Group AG↑ INC | +84,221 | $33.17M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -1,475,532 | $41.04M |
Invesco Ltd.↓ DEC | -576,795 | $19.41M |
Advisors Asset Management, Inc.↓ DEC | -148,540 | $5.05M |
Integrated Wealth Concepts LLC↓ DEC | -83,822 | $102.62K |
Wealth Advisory Solutions, LLC↓ DEC | -54,555 | $1.65M |
Chicago Partners Investment Group LLC↓ DEC | -47,818 | $3.89M |
Hennion & Walsh Asset Management, Inc.↓ DEC | -47,575 | $2.46M |
Virtu Financial LLC↓ DEC | -47,047 | $287.00 |
Capital Investment Advisors, LLC↓ DEC | -44,792 | $2.04M |
STIFEL FINANCIAL CORP↓ DEC | -42,546 | $3.30M |