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 |
|---|---|---|---|---|
Allspring Global Investments Holdings, LLCCIK 0001890906 | 3,450,887 | $15.94M | +106,882 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,592,174 | $11.98M | -253,557 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,127,720 | $5.21M | +198,519 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 884,367 | $4.09M | +490,266 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 730,280 | $3.37M | – | no_change |
Invesco Ltd.CIK 0000914208 | 647,711 | $2.99M | -13,248 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 513,494 | $2.37M | -10,231 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 437,581 | $2.02M | -154,711 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 337,192 | $1.56M | +280,033 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 235,831 | $1.09M | +235,691 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 183,046 | $845.67K | -2,475 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 178,117 | $822.90K | +76,756 | ↑ INC |
UBS Group AGCIK 0001610520 | 160,312 | $740.64K | -19,080 | ↓ DEC |
MOSAIC FAMILY WEALTH PARTNERS, LLCCIK 0001965241 | 158,945 | $734.33K | +613 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 149,775 | $691.96K | -56,449 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 119,009 | $550.00K | -7,415 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 112,825 | $521.25K | +112,825 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 90,665 | $418.87K | -8,868 | ↓ DEC |
Fortitude Advisory Group L.L.C.CIK 0001928999 | 88,913 | $410.78K | – | no_change |
Compound Planning, Inc.CIK 0001978879 | 60,746 | $280.64K | – | no_change |
Regal Investment Advisors LLCCIK 0001559789 | 58,883 | $272.04K | -8,351 | ↓ DEC |
Connecticut Wealth Management, LLCCIK 0001689829 | 53,880 | $248.93K | – | no_change |
Yakira Capital Management, Inc.CIK 0001584639 | 53,749 | $248.32K | +53,749 | NEW |
Northstar Financial Companies, Inc.CIK 0002059828 | 52,643 | $243.21K | -1,761 | ↓ DEC |
ASHTON THOMAS SECURITIES, LLCCIK 0000771572 | 50,500 | $233.31K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Advisors Asset Management, Inc.↑ INC | +490,266 | $4.09M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +280,033 | $1.56M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +235,691 | $1.09M |
RAYMOND JAMES FINANCIAL INC↑ INC | +198,519 | $5.21M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +173,171 | $3.77K |
ENVESTNET ASSET MANAGEMENT INCNEW | +112,825 | $521.25K |
Allspring Global Investments Holdings, LLC↑ INC | +106,882 | $15.94M |
Cetera Investment Advisers↑ INC | +76,756 | $822.90K |
Yakira Capital Management, Inc.NEW | +53,749 | $248.32K |
Resurgent Financial Advisors LLCNEW | +27,443 | $126.79K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -253,557 | $11.98M |
Pathstone Holdings, LLC↓ DEC | -154,711 | $2.02M |
STIFEL FINANCIAL CORP↓ DEC | -56,449 | $691.96K |
UBS Group AG↓ DEC | -19,080 | $740.64K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -18,000 | $154.00 |
BANK OF AMERICA CORP /DE/↓ DEC | -14,965 | $69.10K |
Invesco Ltd.↓ DEC | -13,248 | $2.99M |
LPL Financial LLC↓ DEC | -10,231 | $2.37M |
Procyon Advisors, LLC↓ DEC | -9,000 | $50.10K |
OSAIC HOLDINGS, INC.↓ DEC | -8,868 | $418.87K |