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 | 880,345 | $9.82M | +220,857 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 520,162 | $5.80M | +199,610 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 509,888 | $5.69M | -26,073 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 498,156 | $5.55M | -92,091 | ↓ DEC |
Lido Advisors, LLCCIK 0001650150 | 413,884 | $4.64M | – | no_change |
Indivisible PartnersCIK 0002098400 | 331,978 | $3.70M | +15,900 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 197,942 | $2.21M | +1,706 | ↑ INC |
ASHTON THOMAS SECURITIES, LLCCIK 0000771572 | 166,556 | $1.86M | -10,000 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 126,935 | $1.42M | -2,757 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 89,586 | $998.88K | +52,952 | ↑ INC |
Lionshead Wealth Management, LLCCIK 0002056752 | 74,500 | $836.04K | +10,800 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 74,194 | $827.26K | +4,577 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 57,751 | $643.92K | +17,934 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 53,604 | $597.68K | -744 | ↓ DEC |
GC Wealth Management RIA, LLCCIK 0002011169 | 49,552 | $552.50K | -5,506 | ↓ DEC |
NewEdge Wealth, LLCCIK 0001861796 | 47,000 | $524.05K | +20,000 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 45,387 | $506.06K | +107 | ↑ INC |
Avestar Capital, LLCCIK 0001704404 | 40,084 | $449.54K | +9,000 | ↑ INC |
PFG Investments, LLCCIK 0001973224 | 37,434 | $417.39K | +4,316 | ↑ INC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 27,000 | $301.05K | – | no_change |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 24,903 | $277.67K | +3,353 | ↑ INC |
UBS Group AGCIK 0001610520 | 23,714 | $264.41K | -36,607 | ↓ DEC |
Circle Wealth Management, LLCCIK 0001578242 | 20,808 | $232.00K | – | no_change |
Equitable Holdings, Inc.CIK 0001333986 | 19,128 | $215.38K | +358 | ↑ INC |
IBEX WEALTH ADVISORSCIK 0001686242 | 14,908 | $166.22K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +220,857 | $9.82M |
Hennion & Walsh Asset Management, Inc.↑ INC | +199,610 | $5.80M |
LPL Financial LLC↑ INC | +52,952 | $998.88K |
FSA Investment Group, LLCNEW | +35,000 | $35.02K |
NewEdge Wealth, LLC↑ INC | +20,000 | $524.05K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +17,934 | $643.92K |
Indivisible Partners↑ INC | +15,900 | $3.70M |
Lionshead Wealth Management, LLC↑ INC | +10,800 | $836.04K |
OPPENHEIMER & CO INCNEW | +10,020 | $111.72K |
Avestar Capital, LLC↑ INC | +9,000 | $449.54K |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -92,091 | $5.55M |
UBS Group AG↓ DEC | -36,607 | $264.41K |
BANK OF AMERICA CORP /DE/↓ DEC | -26,073 | $5.69M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -15,798 | $24.47K |
ASHTON THOMAS SECURITIES, LLC↓ DEC | -10,000 | $1.86M |
GC Wealth Management RIA, LLC↓ DEC | -5,506 | $552.50K |
MGO ONE SEVEN LLC↓ DEC | -4,500 | $121.81K |
Breakwater Capital Group↓ DEC | -2,984 | $140.26K |
ROYAL BANK OF CANADA↓ DEC | -2,757 | $1.42M |
AMERIPRISE FINANCIAL INC↓ DEC | -2,040 | $121.65K |