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 |
|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 638,558 | $6.33M | +53,339 | ↑ INC |
World Investment AdvisorsCIK 0001652594 | 276,683 | $2.89M | +276,683 | NEW |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 218,752 | $2.29M | -26,439 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 89,180 | $931.93K | -6,096 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 88,897 | $928.98K | +8,356 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 70,946 | $741.39K | +23,263 | ↑ INC |
UBS Group AGCIK 0001610520 | 44,655 | $466.64K | -290 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 43,884 | $458.49K | +9,504 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 42,958 | $448.91K | +299 | ↑ INC |
OneDigital Investment Advisors LLCCIK 0001690370 | 36,763 | $384.18K | +6,146 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 34,382 | $359.29K | +21,496 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 27,009 | $282.24K | +738 | ↑ INC |
Fortitude Advisory Group L.L.C.CIK 0001928999 | 26,920 | $281.31K | – | no_change |
Jacobi Capital Management LLCCIK 0001689646 | 26,201 | $273.81K | -1,553 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 24,469 | $255.70K | -8,612 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 24,075 | $251.58K | -788 | ↓ DEC |
Avior Wealth Management, LLCCIK 0001599868 | 20,370 | $212.87K | +20,370 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 17,607 | $184.00K | -9,010 | ↓ DEC |
Apollon Financial, LLCCIK 0002011195 | 15,600 | $163.02K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 13,612 | $142.25K | +6,486 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 13,599 | $142.11K | -4,780 | ↓ DEC |
&PARTNERSCIK 0000107136 | 12,775 | $133.50K | -1,039 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 12,024 | $125.65K | +6,524 | ↑ INC |
Astoria Portfolio Advisors LLC.CIK 0001931642 | 11,738 | $120.91K | +87 | ↑ INC |
URS Advisory LLCCIK 0002111352 | 10,264 | $107.25K | -2,190 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
World Investment AdvisorsNEW | +276,683 | $2.89M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +53,339 | $6.33M |
Hennion & Walsh Asset Management, Inc.↑ INC | +23,263 | $741.39K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +21,496 | $359.29K |
Avior Wealth Management, LLCNEW | +20,370 | $212.87K |
OSAIC HOLDINGS, INC.↑ INC | +9,504 | $458.49K |
Janney Montgomery Scott LLC↑ INC | +9,035 | $217.00 |
LPL Financial LLC↑ INC | +8,356 | $928.98K |
Kestra Advisory Services, LLC↑ INC | +6,524 | $125.65K |
RAYMOND JAMES FINANCIAL INC↑ INC | +6,486 | $142.25K |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -26,439 | $2.29M |
WELLS FARGO & COMPANY/MN↓ DEC | -9,010 | $184.00K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -8,612 | $255.70K |
MORGAN STANLEY↓ DEC | -6,096 | $931.93K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -4,780 | $142.11K |
URS Advisory LLC↓ DEC | -2,190 | $107.25K |
Jacobi Capital Management LLC↓ DEC | -1,553 | $273.81K |
&PARTNERS↓ DEC | -1,039 | $133.50K |
AMERIPRISE FINANCIAL INC↓ DEC | -788 | $251.58K |
UBS Group AG↓ DEC | -290 | $466.64K |