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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 212,058 | $2.61M | +34,964 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 148,121 | $1.82M | +16,835 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 95,248 | $1.17M | +853 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 58,544 | $720.68K | +3,585 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 57,826 | $711.84K | +243 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 50,225 | $618.27K | – | no_change |
UBS Group AGCIK 0001610520 | 34,478 | $424.42K | +2,023 | ↑ INC |
Stablepoint Partners, LLCCIK 0002011237 | 32,000 | $393.92K | – | no_change |
Kovack Advisors, Inc.CIK 0001728321 | 24,210 | $298.03K | +12,590 | ↑ INC |
Moors & Cabot, Inc.CIK 0001607239 | 23,960 | $294.95K | +2,000 | ↑ INC |
Brookwood Investment Group LLCCIK 0002066812 | 22,460 | $276.48K | – | no_change |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 21,259 | $261.70K | +21,259 | NEW |
SAX WEALTH ADVISORS, LLCCIK 0001846150 | 19,881 | $225.25K | – | no_change |
Integrated Wealth Concepts LLCCIK 0001737109 | 17,200 | $211.73K | – | no_change |
PFG Investments, LLCCIK 0001973224 | 16,184 | $199.23K | -88 | ↓ DEC |
Herold Advisors, Inc.CIK 0001891713 | 16,000 | $196.96K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 11,507 | $141.65K | +1,466 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 11,234 | $138.29K | -1,297 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 11,200 | $137.87K | -2,134 | ↓ DEC |
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsCIK 0001748861 | 10,500 | $129.25K | +70 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 8,401 | $103.00K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 6,946 | $85.52K | +4,225 | ↑ INC |
BROWN, LISLE/CUMMINGS, INC.CIK 0000014745 | 6,207 | $76.41K | – | no_change |
1620 INVESTMENT ADVISORS, INC.CIK 0001907281 | 4,252 | $52.34K | – | no_change |
ST GERMAIN D J CO INCCIK 0000831571 | 3,964 | $48.80K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↑ INC | +34,964 | $2.61M |
CAPTRUST FINANCIAL ADVISORSNEW | +21,259 | $261.70K |
MORGAN STANLEY↑ INC | +16,835 | $1.82M |
Kovack Advisors, Inc.↑ INC | +12,590 | $298.03K |
OSAIC HOLDINGS, INC.↑ INC | +4,225 | $85.52K |
LPL Financial LLC↑ INC | +3,585 | $720.68K |
UBS Group AG↑ INC | +2,023 | $424.42K |
Moors & Cabot, Inc.↑ INC | +2,000 | $294.95K |
CITADEL ADVISORS LLC↑ INC | +1,466 | $141.65K |
WELLS FARGO & COMPANY/MN↑ INC | +853 | $1.17M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -847,410 | $17.25K |
Cetera Investment Advisers↓ DEC | -2,134 | $137.87K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -1,297 | $138.29K |
PFG Investments, LLC↓ DEC | -88 | $199.23K |