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 | 9,909,270 | $111.28M | +209,158 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 3,112,598 | $34.95M | +642,666 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 3,006,210 | $33.76M | +410,683 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,781,673 | $31.24M | +52,465 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 1,758,842 | $19.75M | -14,699 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,734,834 | $19.48M | -60,748 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,531,576 | $17.20M | -91,840 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 1,447,515 | $16.26M | +277,695 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 1,428,679 | $16.04M | +18,306 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,330,531 | $14.94M | +53,506 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 1,088,329 | $12.22M | +65,536 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 1,066,957 | $11.98M | -629 | ↓ DEC |
Congress Park Capital LLCCIK 0001730945 | 850,000 | $9.55M | -95,000 | ↓ DEC |
Melone Private Wealth, LLCCIK 0001905765 | 711,737 | $7.99M | +59,845 | ↑ INC |
Eagle Bluffs Wealth Management LLCCIK 0001906547 | 678,395 | $7.66M | +33,928 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 674,328 | $7.57M | +45,301 | ↑ INC |
BYRNE FINANCIAL FREEDOM, LLCCIK 0002063947 | 642,062 | $7.21M | -6,755 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 572,063 | $6.42M | +103,925 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 541,993 | $6.09M | +18,827 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 444,556 | $4.99M | -19,688 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 439,599 | $4.97M | +163,738 | ↑ INC |
Cresta Advisors, Ltd.CIK 0001947670 | 385,647 | $4.33M | +116,000 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 379,232 | $4.26M | -52,082 | ↓ DEC |
Palogic Value Management, L.P.CIK 0001532943 | 377,558 | $4.24M | +8,771 | ↑ INC |
Merit Financial Group, LLCCIK 0001621225 | 361,962 | $4.06M | -1,466 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +642,666 | $34.95M |
RAYMOND JAMES FINANCIAL INC↑ INC | +410,683 | $33.76M |
LPL Financial LLC↑ INC | +277,695 | $16.26M |
MORGAN STANLEY↑ INC | +209,158 | $111.28M |
Kestra Advisory Services, LLC↑ INC | +163,738 | $4.97M |
HARBOUR INVESTMENTS, INC.↑ INC | +142,569 | $2.19M |
Cresta Advisors, Ltd.↑ INC | +116,000 | $4.33M |
CAPITAL & PLANNING, LLC↑ INC | +104,545 | $1.49M |
OSAIC HOLDINGS, INC.↑ INC | +103,925 | $6.42M |
Summit Trail Advisors, LLC↑ INC | +74,791 | $974.58K |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -717,619 | $12.00 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -388,874 | $3.15M |
Fiera Capital Corp↓ DEC | -245,568 | $2.23M |
Focus Partners Advisor Solutions, LLC↓ DEC | -158,894 | $236.67K |
Congress Park Capital LLC↓ DEC | -95,000 | $9.55M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -93,466 | $4.62K |
BANK OF AMERICA CORP /DE/↓ DEC | -91,840 | $17.20M |
Indiana Trust & Investment Management Co↓ DEC | -72,500 | $258.29K |
Integrated Wealth Concepts LLC↓ DEC | -68,503 | $165.70K |
VAN ECK ASSOCIATES CORP↓ DEC | -66,833 | $14.82K |