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 | 5,998,111 | $69.88M | +860,640 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 3,435,676 | $40.03M | +496,995 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,804,774 | $21.03M | -190,209 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,649,774 | $19.22M | +300,225 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 1,222,961 | $14.25M | +32,463 | ↑ INC |
UBS Group AGCIK 0001610520 | 995,077 | $11.59M | -119,413 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 932,762 | $10.87M | +97,905 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 584,085 | $6.80M | +24,128 | ↑ INC |
Mariner, LLCCIK 0001373442 | 531,869 | $6.20M | -12,224 | ↓ DEC |
Allianz Asset Management GmbHCIK 0001535323 | 475,879 | $5.54M | – | no_change |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 441,613 | $5.14M | +29,053 | ↑ INC |
Ignite Planners, LLCCIK 0001849348 | 359,057 | $4.18M | +1,698 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 248,657 | $2.90M | +7,074 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 241,657 | $2.82M | +22 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 229,671 | $2.68M | -184,004 | ↓ DEC |
WHITTIER TRUST COCIK 0001137881 | 211,237 | $2.44M | +10,918 | ↑ INC |
PFG Investments, LLCCIK 0001973224 | 198,332 | $2.31M | +9,437 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 179,983 | $2.10M | +15,524 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 179,775 | $2.10M | -6,198 | ↓ DEC |
Southland Equity Partners LLCCIK 0002006517 | 179,440 | $2.09M | -26,650 | ↓ DEC |
OneDigital Investment Advisors LLCCIK 0001690370 | 170,888 | $1.99M | +4,704 | ↑ INC |
DKM Wealth Management, Inc.CIK 0002055833 | 142,401 | $1.66M | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 141,717 | $1.65M | +75,480 | ↑ INC |
Allworth Financial LPCIK 0001555170 | 113,629 | $1.32M | +552 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 105,292 | $1.23M | -19,904 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +860,640 | $69.88M |
GUGGENHEIM CAPITAL LLC↑ INC | +496,995 | $40.03M |
Advisors Asset Management, Inc.↑ INC | +300,225 | $19.22M |
BANK OF AMERICA CORP /DE/↑ INC | +97,905 | $10.87M |
Integrity Wealth Partners, LLCNEW | +95,930 | $1.12M |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +75,480 | $1.65M |
Ascentis Independent AdvisorsNEW | +62,311 | $725.92K |
Kestra Advisory Services, LLC↑ INC | +53,921 | $668.15K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +36,336 | $587.96K |
Rockefeller Capital Management L.P.↑ INC | +32,463 | $14.25M |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -756,517 | $14.00 |
LM Advisors LLC↓ DEC | -316,161 | $330.62K |
WELLS FARGO & COMPANY/MN↓ DEC | -190,209 | $21.03M |
JANE STREET GROUP, LLC↓ DEC | -184,004 | $2.68M |
UBS Group AG↓ DEC | -119,413 | $11.59M |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -29,211 | $308.60K |
Southland Equity Partners LLC↓ DEC | -26,650 | $2.09M |
D.A. DAVIDSON & CO.↓ DEC | -19,904 | $1.23M |
Van Hulzen Asset Management, LLC↓ DEC | -12,960 | $469.38K |
Cetera Investment Advisers↓ DEC | -12,276 | $568.37K |