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 | 2,234,199 | $34.99M | +173,850 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,295,417 | $20.29M | +76,557 | ↑ INC |
Eagle Bluffs Wealth Management LLCCIK 0001906547 | 891,543 | $14.05M | +55,105 | ↑ INC |
UBS Group AGCIK 0001610520 | 678,848 | $10.63M | +40,354 | ↑ INC |
LaSalle St. Investment Advisors, LLCCIK 0001966193 | 604,163 | $9.46M | +7,580 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 553,752 | $8.67M | +16,767 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 364,608 | $5.71M | -8,395 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 282,431 | $4.42M | -7,521 | ↓ DEC |
M&T BANK CORPCIK 0000036270 | 249,972 | $3.91M | +68,420 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 222,959 | $3.49M | +64,851 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 156,948 | $2.46M | +2,605 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 140,892 | $2.21M | +6,047 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 138,021 | $2.16M | -168,423 | ↓ DEC |
GILL CAPITAL PARTNERS, LLCCIK 0000729563 | 73,477 | $1.15M | -1,263 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 71,416 | $1.12M | +6,778 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 64,656 | $1.01M | -4,000 | ↓ DEC |
Bruce G. Allen Investments, LLCCIK 0002005409 | 59,091 | $925.36K | +1,224 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 52,962 | $829.38K | +11,948 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 52,176 | $817.07K | +35 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 50,670 | $793.49K | +7,550 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 46,832 | $733.38K | +2,941 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 45,945 | $719.50K | -2,375 | ↓ DEC |
Intellus Advisors LLCCIK 0002055137 | 41,949 | $656.92K | +171 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 41,566 | $650.92K | -876 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 41,391 | $648.00K | +16,919 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +173,850 | $34.99M |
RAYMOND JAMES FINANCIAL INC↑ INC | +76,557 | $20.29M |
M&T BANK CORP↑ INC | +68,420 | $3.91M |
LPL Financial LLC↑ INC | +64,851 | $3.49M |
Eagle Bluffs Wealth Management LLC↑ INC | +55,105 | $14.05M |
UBS Group AG↑ INC | +40,354 | $10.63M |
Integrity Wealth Partners, LLCNEW | +20,124 | $315.14K |
MGO ONE SEVEN LLCNEW | +18,668 | $292.35K |
ROYAL BANK OF CANADA↑ INC | +16,919 | $648.00K |
BANK OF AMERICA CORP /DE/↑ INC | +16,767 | $8.67M |
| Filer | Δ Shares | Value |
|---|---|---|
AMERIPRISE FINANCIAL INC↓ DEC | -168,423 | $2.16M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -37,701 | $59.41K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -29,910 | $10.23K |
Western Wealth Management, LLC↓ DEC | -15,010 | $21.92K |
Calamos Advisors LLC↓ DEC | -13,056 | $295.64K |
WELLS FARGO & COMPANY/MN↓ DEC | -8,395 | $5.71M |
Invesco Ltd.↓ DEC | -7,521 | $4.42M |
TRUIST FINANCIAL CORP↓ DEC | -4,000 | $1.01M |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -3,775 | $9.61K |
Gridiron Partners, LLC↓ DEC | -2,645 | $240.69K |