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 |
|---|---|---|---|---|
BHK Investment Advisors, LLCCIK 0001710539 | 377,530 | $6.51M | +6,867 | ↑ INC |
Global Wealth Strategies & AssociatesCIK 0001912297 | 286,823 | $4.94M | +40,712 | ↑ INC |
BARINGS LLCCIK 0000009015 | 219,664 | $3.79M | – | no_change |
Secure Asset Management, LLCCIK 0001800692 | 200,848 | $3.46M | +81,910 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 180,395 | $3.11M | +90,542 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 177,539 | $3.06M | -3,774 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 172,921 | $2.98M | -3,224 | ↓ DEC |
Sky Investment Group LLCCIK 0001333792 | 170,289 | $2.94M | +1,500 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 105,976 | $1.83M | -17,955 | ↓ DEC |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 83,984 | $1.45M | – | no_change |
TSP Capital Management Group, LLCCIK 0001317208 | 82,286 | $1.42M | -3,149 | ↓ DEC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 69,886 | $1.20M | -5,371 | ↓ DEC |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.CIK 0001773830 | 68,100 | $1.17M | – | no_change |
Beacon Pointe Advisors, LLCCIK 0001744317 | 65,649 | $1.13M | +4,979 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 60,949 | $1.05M | -1,856 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 60,482 | $1.04M | +9,929 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 55,516 | $957.09K | +754 | ↑ INC |
Equitable Holdings, Inc.CIK 0001333986 | 48,009 | $871.36K | +17,820 | ↑ INC |
Future Financial Wealth Managment LLCCIK 0001801892 | 47,021 | $843.56K | +189 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 43,297 | $746.44K | -418 | ↓ DEC |
World Investment AdvisorsCIK 0001652594 | 41,476 | $715.04K | +870 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 40,112 | $691.71K | -3,240 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 33,534 | $578.13K | +33,534 | NEW |
BENJAMIN EDWARDS INCCIK 0001451623 | 33,195 | $572.29K | +55 | ↑ INC |
Vanguard National Trust CoCIK 0001984256 | 30,100 | $518.92K | +30,100 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Cetera Investment Advisers↑ INC | +90,542 | $3.11M |
Secure Asset Management, LLC↑ INC | +81,910 | $3.46M |
Global Wealth Strategies & Associates↑ INC | +40,712 | $4.94M |
JANE STREET GROUP, LLCNEW | +33,534 | $578.13K |
Vanguard National Trust CoNEW | +30,100 | $518.92K |
Cambridge Investment Research Advisors, Inc.↑ INC | +30,080 | $2.03K |
Equitable Holdings, Inc.↑ INC | +17,820 | $871.36K |
GOLDMAN SACHS GROUP INCNEW | +17,800 | $306.87K |
MILLENNIUM MANAGEMENT LLCNEW | +12,026 | $207.33K |
Kestra Advisory Services, LLC↑ INC | +9,929 | $1.04M |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↓ DEC | -17,955 | $1.83M |
MML INVESTORS SERVICES, LLC↓ DEC | -5,371 | $1.20M |
Rockefeller Capital Management L.P.↓ DEC | -4,664 | $305.65K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -4,516 | $427.06K |
Farther Finance Advisors, LLC↓ DEC | -4,045 | $327.00K |
MORGAN STANLEY↓ DEC | -3,774 | $3.06M |
OSAIC HOLDINGS, INC.↓ DEC | -3,240 | $691.71K |
Smith Asset Management Co., LLC↓ DEC | -3,224 | $2.98M |
TSP Capital Management Group, LLC↓ DEC | -3,149 | $1.42M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -1,856 | $1.05M |