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 | 9,849,468 | $140.65M | -294,168 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 4,604,716 | $65.76M | -141,574 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 3,883,014 | $55.45M | -408,130 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 3,159,867 | $45.12M | +174,605 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 2,707,781 | $38.67M | +468,623 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,499,865 | $35.70M | -27,716 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 2,042,708 | $29.17M | -51,879 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,915,888 | $27.36M | +73,231 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,545,464 | $22.07M | +209,232 | ↑ INC |
TERRIL BROTHERS, INC.CIK 0000314169 | 1,468,432 | $20.97M | -5,225 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 1,332,860 | $19.03M | -36,118 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 1,228,981 | $17.55M | +2,315 | ↑ INC |
KAYNE ANDERSON CAPITAL ADVISORS LPCIK 0000949615 | 808,748 | $11.55M | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 752,628 | $10.75M | -5,997 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 692,896 | $9.89M | +3,096 | ↑ INC |
Cadent Capital Advisors, LLCCIK 0001803536 | 680,307 | $9.71M | +21,109 | ↑ INC |
STANSBERRY ASSET MANAGEMENT, LLCCIK 0001725910 | 626,411 | $8.95M | -4,058 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 611,864 | $8.74M | +41,374 | ↑ INC |
Zimmer Partners, LPCIK 0001565854 | 587,500 | $8.39M | +32,800 | ↑ INC |
BARD ASSOCIATES INCCIK 0001105907 | 586,261 | $8.37M | -1,167 | ↓ DEC |
Summit Financial, LLCCIK 0001765536 | 516,513 | $7.38M | -19,197 | ↓ DEC |
Meridian Wealth Management, LLCCIK 0001697300 | 409,280 | $5.84M | +16,696 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 373,409 | $5.33M | +49,775 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 343,771 | $4.91M | -11,505 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 332,548 | $4.75M | +63,651 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +468,623 | $38.67M |
UBS Group AG↑ INC | +209,232 | $22.07M |
Penserra Capital Management LLC↑ INC | +189,915 | $9.18K |
WELLS FARGO & COMPANY/MN↑ INC | +174,605 | $45.12M |
COMMERCE BANK↑ INC | +162,867 | $4.62M |
FIFTH THIRD BANCORPNEW | +105,054 | $1.50M |
Advisors Asset Management, Inc.↑ INC | +73,231 | $27.36M |
Navis Wealth Advisors, LLCNEW | +72,413 | $1.03M |
Crusonia Wealth Advisors LLC↑ INC | +67,140 | $1.22M |
OPPENHEIMER & CO INC↑ INC | +63,651 | $4.75M |
| Filer | Δ Shares | Value |
|---|---|---|
Cetera Investment Advisers↓ DEC | -408,130 | $55.45M |
MORGAN STANLEY↓ DEC | -294,168 | $140.65M |
Wealth Advisory Solutions, LLC↓ DEC | -266,492 | $396.88K |
BANK OF AMERICA CORP /DE/↓ DEC | -141,574 | $65.76M |
Saba Capital Management, L.P.↓ DEC | -126,596 | $180.61K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -87,035 | $3.34M |
GUGGENHEIM CAPITAL LLC↓ DEC | -59,482 | $1.44M |
ROYAL BANK OF CANADA↓ DEC | -51,879 | $29.17M |
HB Wealth Management, LLC↓ DEC | -50,360 | $634.33K |
Pathstone Holdings, LLC↓ DEC | -36,118 | $19.03M |