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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 6,334,572 | $15.90M | +116,096 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 5,275,910 | $13.24M | +890,186 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 4,216,184 | $10.58M | +258,505 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 4,134,958 | $10.38M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 1,319,585 | $3.31M | +74,598 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,085,752 | $2.73M | +18,689 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 983,464 | $2.47M | -65,301 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 970,447 | $2.44M | -6,546 | ↓ DEC |
Equitable Holdings, Inc.CIK 0001333986 | 728,657 | $1.90M | +26,810 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 615,455 | $1.54M | +256,110 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 420,567 | $1.06M | -1,687,041 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 356,834 | $895.65K | +222,743 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 347,425 | $872.04K | +5,075 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 301,802 | $757.52K | +250 | ↑ INC |
Ameritas Advisory Services, LLCCIK 0001901275 | 268,517 | $673.98K | +3,399 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 264,194 | $663.13K | +21,000 | ↑ INC |
Kingsview Wealth Management, LLCCIK 0001791965 | 234,782 | $589.30K | -13,532 | ↓ DEC |
Fortitude Advisory Group L.L.C.CIK 0001928999 | 227,811 | $571.81K | – | no_change |
UBS Group AGCIK 0001610520 | 164,042 | $411.75K | +1,330 | ↑ INC |
DECISION INVESTMENTS, INCCIK 0002111652 | 163,000 | $409.13K | +10,100 | ↑ INC |
STEPHENS INC /AR/CIK 0000757657 | 128,255 | $321.92K | +4,000 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 104,970 | $263.48K | -376,993 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 104,287 | $262.00K | -14,690 | ↓ DEC |
TWO SIGMA SECURITIES, LLCCIK 0001450144 | 100,836 | $253.10K | +89,669 | ↑ INC |
SMITH, MOORE & CO.CIK 0000200724 | 91,319 | $229.21K | +37,300 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +1,282,901 | $76.43K |
Karpus Management, Inc.↑ INC | +890,186 | $13.24M |
AMERIPRISE FINANCIAL INC↑ INC | +258,505 | $10.58M |
RAYMOND JAMES FINANCIAL INC↑ INC | +256,110 | $1.54M |
Shaker Financial Services, LLC↑ INC | +222,743 | $895.65K |
1607 Capital Partners, LLC↑ INC | +116,096 | $15.90M |
TWO SIGMA SECURITIES, LLC↑ INC | +89,669 | $253.10K |
MORGAN STANLEY↑ INC | +74,598 | $3.31M |
JANE STREET GROUP, LLC↑ INC | +48,252 | $188.69K |
SMITH, MOORE & CO.↑ INC | +37,300 | $229.21K |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -1,687,041 | $1.06M |
WELLS FARGO & COMPANY/MN↓ DEC | -376,993 | $263.48K |
CITADEL ADVISORS LLC↓ DEC | -73,103 | $102.03K |
LPL Financial LLC↓ DEC | -65,301 | $2.47M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -27,724 | $49.41K |
Cetera Investment Advisers↓ DEC | -22,515 | $111.71K |
ROYAL BANK OF CANADA↓ DEC | -14,690 | $262.00K |
Kingsview Wealth Management, LLC↓ DEC | -13,532 | $589.30K |
Moors & Cabot, Inc.↓ DEC | -12,897 | $37.65K |
OPPENHEIMER & CO INC↓ DEC | -10,000 | $150.60K |