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 | 7,677,944 | $46.53M | -422,232 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,362,242 | $8.26M | +87,191 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 533,655 | $3.23M | +132,817 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 489,516 | $2.97M | -3,544 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 381,610 | $2.31M | +10,869 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 309,031 | $1.87M | +284,031 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 207,236 | $1.26M | +13,900 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 144,700 | $876.88K | -208,980 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 135,913 | $823.63K | +336 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 128,467 | $778.51K | +27,091 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 117,463 | $711.83K | +12,665 | ↑ INC |
UBS Group AGCIK 0001610520 | 112,309 | $680.59K | -901 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 110,446 | $669.30K | -9,329 | ↓ DEC |
ASHTON THOMAS SECURITIES, LLCCIK 0000771572 | 96,650 | $585.70K | +8,000 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 88,880 | $538.61K | +34,922 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 85,892 | $520.50K | +20,090 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 78,375 | $474.95K | -5,745 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 76,200 | $461.77K | -7,533 | ↓ DEC |
Fortitude Advisory Group L.L.C.CIK 0001928999 | 57,217 | $346.74K | – | no_change |
Stonebridge Financial Planning Group, LLCCIK 0001802494 | 51,149 | $309.96K | +257 | ↑ INC |
Waverly Advisors, LLCCIK 0001568787 | 46,809 | $283.66K | +10,501 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 40,898 | $247.84K | -10,330 | ↓ DEC |
CoreCap Advisors, LLCCIK 0001902501 | 40,105 | $243.04K | -5,120 | ↓ DEC |
DECISION INVESTMENTS, INCCIK 0002111652 | 36,853 | $223.33K | +300 | ↑ INC |
BENJAMIN EDWARDS INCCIK 0001451623 | 35,203 | $213.32K | -63 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +284,031 | $1.87M |
Shaker Financial Services, LLC↑ INC | +132,817 | $3.23M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +104,861 | $24.83K |
Allspring Global Investments Holdings, LLC↑ INC | +87,191 | $8.26M |
Logan Stone Capital, LLC↑ INC | +34,922 | $538.61K |
Kestra Advisory Services, LLC↑ INC | +27,091 | $778.51K |
OSAIC HOLDINGS, INC.↑ INC | +20,090 | $520.50K |
RIVERBRIDGE PARTNERS LLC↑ INC | +13,900 | $1.26M |
EVOLVE PRIVATE WEALTH, LLCNEW | +13,000 | $78.78K |
RAYMOND JAMES FINANCIAL INC↑ INC | +12,665 | $711.83K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -422,232 | $46.53M |
Pathstone Holdings, LLC↓ DEC | -208,980 | $876.88K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -10,330 | $247.84K |
STIFEL FINANCIAL CORP↓ DEC | -9,329 | $669.30K |
LPL Financial LLC↓ DEC | -7,533 | $461.77K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -5,781 | $676.00 |
HighTower Advisors, LLC↓ DEC | -5,745 | $474.95K |
CoreCap Advisors, LLC↓ DEC | -5,120 | $243.04K |
Cetera Investment Advisers↓ DEC | -4,036 | $80.53K |
Invesco Ltd.↓ DEC | -3,544 | $2.97M |