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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,435,053 | $15.23M | -9,465 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,342,443 | $14.24M | +801,833 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 1,224,966 | $13.00M | +248,004 | ↑ INC |
KEYBANK NATIONAL ASSOCIATION/OHCIK 0001089877 | 1,053,050 | $11.17M | +2,372 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 492,485 | $5.23M | +203,848 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 481,866 | $5.11M | +46,023 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 479,886 | $5.09M | -24,606 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 474,893 | $5.04M | +90,207 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 328,970 | $3.49M | +153,184 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 312,410 | $3.31M | +106,043 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 281,722 | $2.99M | +166,979 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 280,957 | $2.98M | +22,632 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 171,937 | $1.82M | +81,069 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 158,866 | $1.69M | +2,505 | ↑ INC |
UBS Group AGCIK 0001610520 | 154,759 | $1.64M | +140,116 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 129,123 | $1.45M | +29,963 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 127,113 | $1.35M | +127,113 | NEW |
Mariner, LLCCIK 0001373442 | 124,955 | $1.33M | +796 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 123,923 | $1.31M | +38,872 | ↑ INC |
OARSMAN CAPITAL, INC.CIK 0001569667 | 110,634 | $1.17M | +9,748 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 110,307 | $1.17M | +64,807 | ↑ INC |
MPWM ADVISORY SOLUTIONS, LLCCIK 0002056693 | 102,017 | $1.08M | +370 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 92,395 | $980.31K | +10,972 | ↑ INC |
WEALTH ALLIANCE, LLCCIK 0001793904 | 90,736 | $962.71K | +27,129 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 86,295 | $915.59K | +228 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +801,833 | $14.24M |
SIT INVESTMENT ASSOCIATES INCNEW | +391,622 | $4.16K |
Hennion & Walsh Asset Management, Inc.↑ INC | +248,004 | $13.00M |
MORGAN STANLEY↑ INC | +203,848 | $5.23M |
WELLS FARGO & COMPANY/MN↑ INC | +166,979 | $2.99M |
RAYMOND JAMES FINANCIAL INC↑ INC | +153,184 | $3.49M |
UBS Group AG↑ INC | +140,116 | $1.64M |
ABSOLUTE INVESTMENT ADVISERS, LLCNEW | +127,113 | $1.35M |
VAN ECK ASSOCIATES CORP↑ INC | +109,099 | $3.58K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +106,043 | $3.31M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -222,458 | $269.91K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -73,463 | $145.57K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -24,606 | $5.09M |
COFG Advisors, LLC↓ DEC | -9,478 | $253.38K |
BANK OF AMERICA CORP /DE/↓ DEC | -9,465 | $15.23M |
Arlington Capital Management, Inc.↓ DEC | -7,477 | $178.19K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -6,583 | $267.44K |
Stratos Wealth Partners, LTD.↓ DEC | -3,000 | $222.68K |
US BANCORP \DE\↓ DEC | -2,935 | $35.71K |
Keudell/Morrison Wealth Management↓ DEC | -2,600 | $337.83K |