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 |
|---|---|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 894,459 | $9.87M | -172,933 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 877,467 | $9.68M | -20,276 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 257,641 | $2.84M | +137,610 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 153,891 | $1.70M | +21,569 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 100,730 | $1.11M | +12,278 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 100,460 | $1.11M | -13,573 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 89,827 | $990.79K | -71,932 | ↓ DEC |
Summit Trail Advisors, LLCCIK 0001698478 | 39,193 | $432.30K | +39,193 | NEW |
Cetera Investment AdvisersCIK 0001666741 | 29,720 | $327.81K | +2,586 | ↑ INC |
Merit Financial Group, LLCCIK 0001621225 | 29,412 | $324.41K | +1,024 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 27,298 | $301.00K | +10,995 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 25,670 | $283.14K | +629 | ↑ INC |
Ethos Financial Group, LLCCIK 0001954242 | 25,000 | $276.94K | – | no_change |
SHUFRO ROSE & CO LLCCIK 0000908195 | 25,000 | $275.75K | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 20,729 | $228.64K | +7,442 | ↑ INC |
Breakwater Capital GroupCIK 0001964309 | 19,726 | $217.58K | -459 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 18,705 | $206.32K | – | no_change |
Aviance Capital Partners, LLCCIK 0001542383 | 16,915 | $186.57K | +1,782 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 14,404 | $158.88K | -23,125 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 12,221 | $134.80K | -67,242 | ↓ DEC |
Faithward Advisors, LLCCIK 0001695078 | 11,787 | $130.01K | +97 | ↑ INC |
JOURNEY STRATEGIC WEALTH LLCCIK 0001909316 | 10,833 | $119.49K | – | no_change |
Curi Capital, LLCCIK 0001332905 | 10,728 | $118.84K | – | no_change |
Sovereign Financial Group, Inc.CIK 0001846175 | 10,013 | $110.44K | +10,013 | NEW |
Santori & Peters, Inc.CIK 0001730959 | 10,000 | $110.30K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↑ INC | +137,610 | $2.84M |
Summit Trail Advisors, LLCNEW | +39,193 | $432.30K |
MORGAN STANLEY↑ INC | +21,569 | $1.70M |
OSAIC HOLDINGS, INC.↑ INC | +12,278 | $1.11M |
ROYAL BANK OF CANADA↑ INC | +10,995 | $301.00K |
Sovereign Financial Group, Inc.NEW | +10,013 | $110.44K |
Bank of New York Mellon Corp↑ INC | +7,442 | $228.64K |
Cetera Investment Advisers↑ INC | +2,586 | $327.81K |
Aviance Capital Partners, LLC↑ INC | +1,782 | $186.57K |
Merit Financial Group, LLC↑ INC | +1,024 | $324.41K |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -172,933 | $9.87M |
Fiera Capital Corp↓ DEC | -71,932 | $990.79K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -67,242 | $134.80K |
Logan Stone Capital, LLC↓ DEC | -23,125 | $158.88K |
WELLS FARGO & COMPANY/MN↓ DEC | -20,276 | $9.68M |
BANK OF AMERICA CORP /DE/↓ DEC | -13,573 | $1.11M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -3,842 | $1.82K |
Janney Montgomery Scott LLC↓ DEC | -3,700 | $405.00 |
Breakwater Capital Group↓ DEC | -459 | $217.58K |
UBS Group AG↓ DEC | -446 | $92.14K |