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 | 1,676,154 | $12.50M | +63,885 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 658,322 | $4.91M | -7,198 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 625,379 | $4.67M | +46,647 | ↑ INC |
Kanen Wealth Management LLCCIK 0001681614 | 528,047 | $3.94M | +47,108 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 418,120 | $3.12M | +49,304 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 398,702 | $2.97M | -2,303 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 217,338 | $1.62M | -1,327 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 208,412 | $1.55M | +22,366 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 180,126 | $1.34M | +27,579 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 158,233 | $1.18M | +135,876 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 152,757 | $1.14M | +3,795 | ↑ INC |
UBS Group AGCIK 0001610520 | 120,903 | $901.94K | -666 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 109,110 | $813.96K | +465 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 107,604 | $802.73K | -20,878 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 94,922 | $708.12K | +10,770 | ↑ INC |
Mutual Advisors, LLCCIK 0001694080 | 90,143 | $672.47K | -585 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 67,320 | $502.21K | +22,356 | ↑ INC |
Everstar Asset Management, LLCCIK 0002023744 | 67,254 | $501.71K | -2,900 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 57,500 | $428.95K | -2,200 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 57,010 | $425.30K | -3,683 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 56,581 | $422.10K | -12,630 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 45,623 | $340.35K | -1,208 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 44,551 | $332.35K | – | no_change |
Merit Financial Group, LLCCIK 0001621225 | 44,183 | $329.60K | +11,427 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 44,180 | $329.58K | -2,697 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +135,876 | $1.18M |
MORGAN STANLEY↑ INC | +63,885 | $12.50M |
Pathstone Holdings, LLC↑ INC | +49,304 | $3.12M |
Kanen Wealth Management LLC↑ INC | +47,108 | $3.94M |
Baird Financial Group, Inc.↑ INC | +46,647 | $4.67M |
Cetera Investment Advisers↑ INC | +27,579 | $1.34M |
Stratos Wealth Partners, LTD.↑ INC | +26,202 | $305.13K |
Samara Investment Management, LLCNEW | +22,575 | $168.41K |
WELLS FARGO & COMPANY/MN↑ INC | +22,366 | $1.55M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +22,356 | $502.21K |
| Filer | Δ Shares | Value |
|---|---|---|
NBC SECURITIES, INC.↓ DEC | -64,529 | $36.95K |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -38,873 | $78.53K |
GUGGENHEIM CAPITAL LLC↓ DEC | -28,304 | $82.05K |
AMERIPRISE FINANCIAL INC↓ DEC | -20,878 | $802.73K |
Shaker Financial Services, LLC↓ DEC | -17,137 | $247.80K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -12,630 | $422.10K |
Invesco Ltd.↓ DEC | -9,176 | $305.50K |
Advisors Asset Management, Inc.↓ DEC | -7,198 | $4.91M |
CITADEL ADVISORS LLC↓ DEC | -6,611 | $149.17K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -4,364 | $45.58K |