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 | 204,206 | $2.45M | -12,490 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 197,453 | $2.37M | +27,568 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 150,177 | $1.80M | +29,271 | ↑ INC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 119,564 | $1.43M | +119,564 | NEW |
Cetera Investment AdvisersCIK 0001666741 | 101,300 | $1.21M | +1,542 | ↑ INC |
IHT Wealth Management, LLCCIK 0001697490 | 49,240 | $590.38K | +49,240 | NEW |
STIFEL FINANCIAL CORPCIK 0000720672 | 39,883 | $478.20K | +162 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 39,645 | $475.35K | +366 | ↑ INC |
INTEGRITY ALLIANCE, LLC.CIK 0001352260 | 38,950 | $467.01K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 37,177 | $445.75K | -1,846 | ↓ DEC |
DIVERSIFY WEALTH MANAGEMENT, LLCCIK 0002030780 | 28,036 | $352.56K | +7,500 | ↑ INC |
BARTLETT & CO. WEALTH MANAGEMENT LLCCIK 0002010186 | 26,400 | $335.94K | – | no_change |
SHUFRO ROSE & CO LLCCIK 0000908195 | 27,500 | $329.73K | +2,500 | ↑ INC |
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855 | 25,000 | $299.75K | +6,000 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 20,422 | $244.86K | +340 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 19,253 | $231.00K | +541 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 14,825 | $177.75K | -1,983 | ↓ DEC |
Plan Group Financial, LLCCIK 0001940033 | 11,914 | $142.85K | – | no_change |
Stratos Wealth Partners, LTD.CIK 0001612865 | 11,056 | $132.56K | -108 | ↓ DEC |
STALEY CAPITAL ADVISERS INCCIK 0001106565 | 10,000 | $119.90K | – | no_change |
Allworth Financial LPCIK 0001555170 | 8,655 | $103.77K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 6,090 | $73.02K | +1,000 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 4,500 | $53.95K | – | no_change |
AMERIFLEX GROUP, INC.CIK 0002057637 | 4,310 | $51.68K | – | no_change |
UBS Group AGCIK 0001610520 | 1,333 | $15.98K | -16 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
CAPTRUST FINANCIAL ADVISORSNEW | +119,564 | $1.43M |
IHT Wealth Management, LLCNEW | +49,240 | $590.38K |
LPL Financial LLC↑ INC | +29,271 | $1.80M |
WELLS FARGO & COMPANY/MN↑ INC | +27,568 | $2.37M |
Virtu Financial LLC↑ INC | +10,124 | $245.00 |
DIVERSIFY WEALTH MANAGEMENT, LLC↑ INC | +7,500 | $352.56K |
KINGSWOOD WEALTH ADVISORS, LLC↑ INC | +6,000 | $299.75K |
SHUFRO ROSE & CO LLC↑ INC | +2,500 | $329.73K |
Cetera Investment Advisers↑ INC | +1,542 | $1.21M |
OSAIC HOLDINGS, INC.↑ INC | +1,000 | $73.02K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -12,490 | $2.45M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -1,983 | $177.75K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -1,846 | $445.75K |
Stratos Wealth Partners, LTD.↓ DEC | -108 | $132.56K |
UBS Group AG↓ DEC | -16 | $15.98K |