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 | 3,243,742 | $38.60M | +327,733 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,076,013 | $12.80M | +111,122 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,074,659 | $12.79M | -32,761 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 350,212 | $4.17M | +33,503 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 290,000 | $3.45M | +289,980 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 286,334 | $3.41M | +20,244 | ↑ INC |
UBS Group AGCIK 0001610520 | 240,225 | $2.86M | -2,666 | ↓ DEC |
DKM Wealth Management, Inc.CIK 0002055833 | 212,592 | $2.53M | – | no_change |
Mariner, LLCCIK 0001373442 | 155,967 | $1.86M | +2,842 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 105,254 | $1.25M | +35,071 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 102,235 | $1.22M | +8,853 | ↑ INC |
Allianz Asset Management GmbHCIK 0001535323 | 70,100 | $834.19K | – | no_change |
D.A. DAVIDSON & CO.CIK 0001080107 | 60,791 | $723.41K | +38,000 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 58,827 | $692.39K | +39 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 56,507 | $672.43K | +22,183 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 55,039 | $654.97K | +20,269 | ↑ INC |
MATHER GROUP, LLC.CIK 0001527641 | 54,160 | $644.50K | +54,160 | NEW |
GK Wealth Management LLCCIK 0002069222 | 54,096 | $634.55K | +54,096 | NEW |
DWR WEALTH MANAGEMENT, LLCCIK 0002123012 | 54,096 | $634.55K | +15,555 | ↑ INC |
Bridgewealth Advisory Group, LLCCIK 0001801982 | 53,059 | $631.40K | +127 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 48,037 | $572.00K | -968 | ↓ DEC |
Blue Zone Wealth Advisors, LLCCIK 0001803106 | 45,985 | $547.22K | -1,636 | ↓ DEC |
Apriem AdvisorsCIK 0001425165 | 43,436 | $516.89K | +2,000 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 40,618 | $483.35K | – | no_change |
Diligent Investors, LLCCIK 0001549042 | 36,087 | $429.44K | +87 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +327,733 | $38.60M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +289,980 | $3.45M |
Advisors Asset Management, Inc.↑ INC | +111,122 | $12.80M |
MATHER GROUP, LLC.NEW | +54,160 | $644.50K |
GK Wealth Management LLCNEW | +54,096 | $634.55K |
D.A. DAVIDSON & CO.↑ INC | +38,000 | $723.41K |
AMERIPRISE FINANCIAL INC↑ INC | +35,071 | $1.25M |
Hennion & Walsh Asset Management, Inc.↑ INC | +33,503 | $4.17M |
MAI Capital ManagementNEW | +30,000 | $357.00K |
FIFTH THIRD BANCORPNEW | +23,791 | $283.11K |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -32,761 | $12.79M |
Creative Planning↓ DEC | -9,103 | $258.49K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -5,223 | $124.96K |
UBS Group AG↓ DEC | -2,666 | $2.86M |
MKT Advisors LLC↓ DEC | -2,051 | $344.00K |
Cetera Investment Advisers↓ DEC | -1,637 | $280.95K |
Blue Zone Wealth Advisors, LLC↓ DEC | -1,636 | $547.22K |
Strait & Sound Wealth Management LLC↓ DEC | -1,115 | $234.64K |
ROYAL BANK OF CANADA↓ DEC | -968 | $572.00K |
OSAIC HOLDINGS, INC.↓ DEC | -245 | $191.43K |