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 | 8,550,987 | $41.64M | -1,666,649 | ↓ DEC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 4,526,488 | $22.04M | +4,526,488 | NEW |
OAK HILL ADVISORS LPCIK 0001164688 | 3,301,932 | $16.08M | – | no_change |
Invesco Ltd.CIK 0000914208 | 2,934,005 | $14.29M | +3,281 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,374,567 | $11.56M | -435,887 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,304,861 | $11.22M | +691,575 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 2,130,923 | $10.38M | +376,521 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,613,886 | $7.86M | +56,808 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 1,139,849 | $5.55M | +17,556 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 840,815 | $4.09M | -35,786 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 831,412 | $4.05M | +128,430 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 815,526 | $3.97M | -51,301 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 714,960 | $3.48M | +533,104 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 601,179 | $2.94M | -30,088 | ↓ DEC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 535,847 | $2.61M | -350,000 | ↓ DEC |
Venture Visionary Partners LLCCIK 0001792283 | 535,467 | $2.61M | +50,000 | ↑ INC |
DCF Advisers, LLCCIK 0001802493 | 476,336 | $2.32M | +67,616 | ↑ INC |
Quarry LPCIK 0001965207 | 467,043 | $2.27M | +19,244 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 429,605 | $2.09M | +15,916 | ↑ INC |
Sowell Financial Services LLCCIK 0001633697 | 364,246 | $1.77M | -640 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 316,649 | $1.54M | -13,517 | ↓ DEC |
Matisse CapitalCIK 0001668256 | 314,469 | $1.53M | +144,222 | ↑ INC |
ICON ADVISERS INC/COCIK 0001058470 | 306,035 | $1.49M | +50,000 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 305,010 | $1.49M | -55,198 | ↓ DEC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 279,809 | $1.36M | -82,046 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
LOOMIS SAYLES & CO L PNEW | +4,526,488 | $22.04M |
WELLS FARGO & COMPANY/MN↑ INC | +691,575 | $11.22M |
1607 Capital Partners, LLC↑ INC | +533,104 | $3.48M |
Advisors Asset Management, Inc.↑ INC | +376,521 | $10.38M |
Ionic Capital Management LLCNEW | +208,434 | $1.02M |
Private Advisor Group, LLC↑ INC | +158,460 | $1.02M |
Matisse Capital↑ INC | +144,222 | $1.53M |
Cetera Investment Advisers↑ INC | +128,430 | $4.05M |
WEALTH EFFECTS LLCNEW | +124,780 | $607.68K |
UBS Group AG↑ INC | +75,461 | $925.52K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -1,666,649 | $41.64M |
BOOTHBAY FUND MANAGEMENT, LLC↓ DEC | -628,313 | $101.56K |
GUGGENHEIM CAPITAL LLC↓ DEC | -435,887 | $11.56M |
Logan Stone Capital, LLC↓ DEC | -397,685 | $824.15K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -355,922 | $6.34K |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -350,000 | $2.61M |
Castleview Partners, LLC↓ DEC | -261,178 | $736.53K |
Stolper Co↓ DEC | -218,724 | $4.10K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -186,586 | $72.58K |
NBC SECURITIES, INC.↓ DEC | -180,233 | $594.83K |