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 | 1,576,944 | $16.68M | +46,626 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,565,852 | $16.57M | +168,635 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,236,385 | $13.08M | -1,561 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,179,442 | $12.48M | -163,519 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 657,323 | $6.95M | +315,808 | ↑ INC |
Melone Private Wealth, LLCCIK 0001905765 | 643,997 | $6.81M | +25,479 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 451,201 | $4.77M | +14,805 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 336,504 | $3.56M | -7,765 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 225,492 | $2.39M | -548 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 186,284 | $1.97M | -2,368 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 132,468 | $1.40M | -16,455 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 116,267 | $1.23M | -3,315 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 112,904 | $1.19M | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 100,034 | $1.06M | -1,234 | ↓ DEC |
Wakefield Asset Management LLLPCIK 0001600435 | 99,829 | $1.06M | +10,043 | ↑ INC |
Gridiron Partners, LLCCIK 0001910867 | 97,096 | $1.03M | -55,553 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 89,048 | $942.13K | +6,608 | ↑ INC |
Tyche Wealth Partners LLCCIK 0002004818 | 77,281 | $817.63K | – | no_change |
WESPAC Advisors, LLCCIK 0001484540 | 72,687 | $769.03K | – | no_change |
Geneos Wealth Management Inc.CIK 0001764754 | 71,145 | $752.72K | +21,635 | ↑ INC |
PFG Investments, LLCCIK 0001973224 | 61,714 | $652.93K | +71 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 56,534 | $598.13K | +231 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 54,318 | $574.68K | -4,409 | ↓ DEC |
Indivisible PartnersCIK 0002098400 | 50,162 | $530.71K | +72 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 44,494 | $470.75K | +26,630 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↑ INC | +315,808 | $6.95M |
BANK OF AMERICA CORP /DE/↑ INC | +168,635 | $16.57M |
MORGAN STANLEY↑ INC | +46,626 | $16.68M |
Noble Wealth Management PBC↑ INC | +26,630 | $470.75K |
Melone Private Wealth, LLC↑ INC | +25,479 | $6.81M |
Geneos Wealth Management Inc.↑ INC | +21,635 | $752.72K |
FIFTH THIRD BANCORPNEW | +21,401 | $226.42K |
WELLS FARGO & COMPANY/MN↑ INC | +14,805 | $4.77M |
Corient Private Wealth LLCNEW | +12,507 | $133.18K |
Wakefield Asset Management LLLP↑ INC | +10,043 | $1.06M |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -163,519 | $12.48M |
Gridiron Partners, LLC↓ DEC | -55,553 | $1.03M |
COHEN & STEERS, INC.↓ DEC | -45,000 | $1.96K |
LPL Financial LLC↓ DEC | -16,455 | $1.40M |
ROYAL BANK OF CANADA↓ DEC | -7,765 | $3.56M |
Sanctuary Advisors, LLC↓ DEC | -4,409 | $574.68K |
Capital Investment Advisors, LLC↓ DEC | -3,315 | $1.23M |
Hennion & Walsh Asset Management, Inc.↓ DEC | -2,368 | $1.97M |
UBS Group AG↓ DEC | -1,561 | $13.08M |
OSAIC HOLDINGS, INC.↓ DEC | -1,234 | $1.06M |