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 |
|---|---|---|---|---|
Shaker Financial Services, LLCCIK 0001511794 | 573,686 | $3.38M | -110,422 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 575,858 | $3.36M | -143,753 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 567,061 | $3.31M | +32,418 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 410,159 | $2.39M | +244,742 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 409,609 | $2.39M | -42,474 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 300,153 | $1.75M | +105,369 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 250,769 | $1.46M | +34,246 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 250,306 | $1.46M | -6,453 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 243,786 | $1.42M | +54,549 | ↑ INC |
Quarry LPCIK 0001965207 | 222,673 | $1.30M | +53,736 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 161,581 | $942.01K | -17,693 | ↓ DEC |
WORLD EQUITY GROUP, INC.CIK 0000878770 | 113,928 | $664.19K | +2,698 | ↑ INC |
Centurion Wealth Management LLCCIK 0001951368 | 85,863 | $500.58K | -533 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 54,992 | $320.60K | +2,132 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 51,709 | $301.46K | +36,137 | ↑ INC |
Procyon Advisors, LLCCIK 0001804329 | 51,686 | $301.33K | +2,265 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 48,062 | $280.20K | +36 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 45,386 | $264.60K | +44,386 | ↑ INC |
BENJAMIN EDWARDS INCCIK 0001451623 | 34,661 | $202.07K | +7,666 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 34,468 | $201.00K | -1,640 | ↓ DEC |
Arlington Capital Management, Inc.CIK 0001606507 | 26,834 | $156.44K | +2,004 | ↑ INC |
Hilltop Holdings Inc.CIK 0001265131 | 23,429 | $136.59K | -4,000 | ↓ DEC |
AlphaCore Capital LLCCIK 0001713662 | 20,255 | $119.30K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 20,210 | $117.82K | -10,551 | ↓ DEC |
ECLECTIC ASSOCIATES INC /ADVCIK 0000743482 | 16,849 | $98.23K | +16,849 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +244,742 | $2.39M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +105,369 | $1.75M |
RAYMOND JAMES FINANCIAL INC↑ INC | +54,549 | $1.42M |
Quarry LP↑ INC | +53,736 | $1.30M |
FIFTH THIRD BANCORP↑ INC | +44,386 | $264.60K |
TWO SIGMA INVESTMENTS, LP↑ INC | +36,137 | $301.46K |
MORGAN STANLEY↑ INC | +34,246 | $1.46M |
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +32,418 | $3.31M |
ECLECTIC ASSOCIATES INC /ADVNEW | +16,849 | $98.23K |
HARBOUR INVESTMENTS, INC.NEW | +10,193 | $59.43K |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -143,753 | $3.36M |
Shaker Financial Services, LLC↓ DEC | -110,422 | $3.38M |
WELLS FARGO & COMPANY/MN↓ DEC | -42,474 | $2.39M |
LPL Financial LLC↓ DEC | -17,693 | $942.01K |
Axiom Investment Management LLC↓ DEC | -13,383 | $25.30K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -10,551 | $117.82K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -7,168 | $309.00 |
Invesco Ltd.↓ DEC | -6,453 | $1.46M |
Hilltop Holdings Inc.↓ DEC | -4,000 | $136.59K |
ROYAL BANK OF CANADA↓ DEC | -1,640 | $201.00K |