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 | 1,618,385 | $19.91M | +371,624 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 585,764 | $7.20M | +585,764 | NEW |
Yakira Capital Management, Inc.CIK 0001584639 | 301,146 | $3.70M | +301,146 | NEW |
LPL Financial LLCCIK 0001403438 | 243,648 | $3.00M | +20,289 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 241,003 | $2.96M | +22,440 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 211,054 | $2.60M | +34,733 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 139,914 | $1.72M | +1,750 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 138,162 | $1.70M | -1,420 | ↓ DEC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 137,879 | $1.70M | +65,199 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 110,414 | $1.36M | +110,414 | NEW |
Chicago Partners Investment Group LLCCIK 0001563525 | 93,073 | $1.21M | +10,066 | ↑ INC |
Sterneck Capital Management, LLCCIK 0001438574 | 95,293 | $1.17M | +43,363 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 91,152 | $1.12M | -52,234 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 87,224 | $1.07M | +56,309 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 70,453 | $880.33K | +18,977 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 69,204 | $851.21K | -43,473 | ↓ DEC |
Quarry LPCIK 0001965207 | 61,256 | $753.45K | +61,256 | NEW |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 57,809 | $711.05K | -7,089 | ↓ DEC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 55,991 | $688.69K | +55,991 | NEW |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 50,275 | $618.38K | +5,936 | ↑ INC |
UBS Group AGCIK 0001610520 | 46,889 | $576.74K | -21,298 | ↓ DEC |
Patriot Financial Group Insurance Agency, LLCCIK 0001694883 | 46,256 | $568.95K | +23,340 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 44,257 | $544.37K | +699 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 42,712 | $525.36K | -2,631 | ↓ DEC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 40,440 | $497.42K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +4,131,596 | $53.71K |
ABSOLUTE INVESTMENT ADVISERS, LLCNEW | +585,764 | $7.20M |
MORGAN STANLEY↑ INC | +371,624 | $19.91M |
Yakira Capital Management, Inc.NEW | +301,146 | $3.70M |
Almitas Capital LLCNEW | +110,414 | $1.36M |
COHEN & STEERS, INC.↑ INC | +89,462 | $2.80K |
HARBOUR INVESTMENTS, INC.↑ INC | +65,199 | $1.70M |
Quarry LPNEW | +61,256 | $753.45K |
BANK OF AMERICA CORP /DE/↑ INC | +56,309 | $1.07M |
BALYASNY ASSET MANAGEMENT L.P.NEW | +55,991 | $688.69K |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -55,179 | $9.28K |
OSAIC HOLDINGS, INC.↓ DEC | -52,234 | $1.12M |
FIRST TRUST ADVISORS LP↓ DEC | -43,473 | $851.21K |
UBS Group AG↓ DEC | -21,298 | $576.74K |
Western Wealth Management, LLC↓ DEC | -17,822 | $1.57K |
Baird Financial Group, Inc.↓ DEC | -14,278 | $210.78K |
Sanctuary Advisors, LLC↓ DEC | -10,615 | $128.19K |
Closed-End Fund Advisors, Inc.↓ DEC | -7,089 | $711.05K |
GILL CAPITAL PARTNERS, LLC↓ DEC | -5,696 | $59.27K |
Janney Montgomery Scott LLC↓ DEC | -4,329 | $140.00 |