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 | 6,636,515 | $76.32M | -542,777 | ↓ DEC |
UBS Group AGCIK 0001610520 | 3,189,228 | $36.68M | -354,082 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 3,068,531 | $35.29M | +495,633 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,633,657 | $30.29M | -4,011 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,518,933 | $28.97M | -121,674 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,499,745 | $28.75M | +55,205 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 1,379,726 | $15.87M | +17,705 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 1,226,229 | $14.09M | +201,383 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,222,601 | $14.06M | +269,268 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 962,548 | $11.07M | +62,641 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 927,745 | $10.67M | +233,031 | ↑ INC |
Cornerstone Advisory, LLCCIK 0001668189 | 847,426 | $9.75M | -31,030 | ↓ DEC |
Eagle Bluffs Wealth Management LLCCIK 0001906547 | 741,692 | $8.58M | +52,345 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 730,592 | $8.40M | +35,830 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 675,745 | $7.77M | +28,591 | ↑ INC |
GFS Advisors, LLCCIK 0001427263 | 98,131 | $7.57M | -385,439 | ↓ DEC |
Congress Park Capital LLCCIK 0001730945 | 601,000 | $6.91M | – | no_change |
Advisors Asset Management, Inc.CIK 0001297376 | 491,539 | $5.65M | -19,810 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 419,700 | $4.83M | -25,432 | ↓ DEC |
DEUTSCHE BANK AG\CIK 0000948046 | 416,376 | $4.79M | – | no_change |
Melone Private Wealth, LLCCIK 0001905765 | 402,537 | $4.63M | +112,954 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 369,614 | $4.25M | +41,063 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 307,901 | $3.54M | -20,927 | ↓ DEC |
Allianz Asset Management GmbHCIK 0001535323 | 300,646 | $3.46M | – | no_change |
Palogic Value Management, L.P.CIK 0001532943 | 300,411 | $3.45M | +24,766 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +495,633 | $35.29M |
LPL Financial LLC↑ INC | +269,268 | $14.06M |
Hennion & Walsh Asset Management, Inc.↑ INC | +233,031 | $10.67M |
AMERIPRISE FINANCIAL INC↑ INC | +201,383 | $14.09M |
Sightline Wealth Advisors, LLC↑ INC | +160,026 | $2.32M |
Melone Private Wealth, LLC↑ INC | +112,954 | $4.63M |
Summit Trail Advisors, LLC↑ INC | +84,769 | $1.11M |
AE Wealth Management LLC↑ INC | +82,656 | $2.20M |
Everstar Asset Management, LLC↑ INC | +68,803 | $1.15M |
ROYAL BANK OF CANADA↑ INC | +62,641 | $11.07M |
| Filer | Δ Shares | Value |
|---|---|---|
Bramshill Investments, LLC↓ DEC | -2,254,168 | $3.42M |
MORGAN STANLEY↓ DEC | -542,777 | $76.32M |
Penserra Capital Management LLC↓ DEC | -520,011 | $12.00 |
Fort Point Capital Partners LLC↓ DEC | -421,922 | $169.71K |
GFS Advisors, LLC↓ DEC | -385,439 | $7.57M |
HighTower Advisors, LLC↓ DEC | -376,028 | $1.02M |
UBS Group AG↓ DEC | -354,082 | $36.68M |
LM Advisors LLC↓ DEC | -301,940 | $297.85K |
Fiera Capital Corp↓ DEC | -208,056 | $2.55M |
Virtu Financial LLC↓ DEC | -130,693 | $159.00 |