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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 794,382 | $7.51M | -8,054 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 638,002 | $6.03M | -35,201 | ↓ DEC |
Tortoise Investment Management, LLCCIK 0001599511 | 571,194 | $5.40M | -47,519 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 426,167 | $4.03M | +31,177 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 305,270 | $2.88M | +102,038 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 274,739 | $2.60M | -21 | ↓ DEC |
Blake Schutter Theil Wealth Advisors, LLCCIK 0002042011 | 181,427 | $1.71M | +20,878 | ↑ INC |
Whipplewood Advisors, LLCCIK 0002052510 | 153,276 | $1.45M | -2,320 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 146,467 | $1.38M | +1,552 | ↑ INC |
UBS Group AGCIK 0001610520 | 143,331 | $1.35M | -11,580 | ↓ DEC |
CROBANCIK 0001694663 | 137,216 | $1.30M | +14,470 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 114,492 | $1.08M | +5,802 | ↑ INC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 92,138 | $870.70K | +5,809 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 84,786 | $801.23K | +277 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 73,628 | $695.78K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 57,081 | $539.41K | -500 | ↓ DEC |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153 | 48,668 | $459.91K | +4,721 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 41,544 | $392.60K | +2,502 | ↑ INC |
STEPHENS INC /AR/CIK 0000757657 | 41,500 | $392.18K | +2,500 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 40,373 | $381.53K | +7,411 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 39,043 | $368.95K | +5,628 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 36,105 | $341.19K | +13,269 | ↑ INC |
Dorsey & Whitney Trust CO LLCCIK 0001384042 | 34,350 | $324.61K | +2,250 | ↑ INC |
Anchor Investment Management, LLCCIK 0001634149 | 31,553 | $298.18K | -2,500 | ↓ DEC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 29,260 | $276.51K | +28,461 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +102,038 | $2.88M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +31,177 | $4.03M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +28,461 | $276.51K |
Blake Schutter Theil Wealth Advisors, LLC↑ INC | +20,878 | $1.71M |
CROBAN↑ INC | +14,470 | $1.30M |
CITADEL ADVISORS LLC↑ INC | +13,269 | $341.19K |
JANE STREET GROUP, LLCNEW | +11,061 | $104.53K |
RAYMOND JAMES FINANCIAL INC↑ INC | +7,411 | $381.53K |
IFP Advisors, Inc↑ INC | +6,530 | $218.62K |
UHLMANN PRICE SECURITIES, LLC↑ INC | +5,809 | $870.70K |
| Filer | Δ Shares | Value |
|---|---|---|
Tortoise Investment Management, LLC↓ DEC | -47,519 | $5.40M |
MORGAN STANLEY↓ DEC | -35,201 | $6.03M |
Midwest Trust Co↓ DEC | -27,055 | $109.57K |
UBS Group AG↓ DEC | -11,580 | $1.35M |
1607 Capital Partners, LLC↓ DEC | -8,054 | $7.51M |
TRUIST FINANCIAL CORP↓ DEC | -5,604 | $213.30K |
Anchor Investment Management, LLC↓ DEC | -2,500 | $298.18K |
Whipplewood Advisors, LLC↓ DEC | -2,320 | $1.45M |
WELLS FARGO & COMPANY/MN↓ DEC | -500 | $539.41K |
Ackerman Capital Advisors, LLC↓ DEC | -172 | $228.96K |