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 | 2,701,552 | $27.53M | -59,677 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 504,099 | $5.14M | -10,372 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 494,266 | $5.04M | -2,537 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 346,260 | $3.53M | -7,641 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 254,585 | $2.59M | +18,413 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 200,442 | $2.07M | -84,420 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 170,704 | $1.74M | -4,728 | ↓ DEC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 125,087 | $1.27M | -700 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 96,644 | $984.80K | -27,811 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 86,200 | $878.38K | -27,568 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 85,784 | $874.00K | +2,812 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 85,383 | $870.05K | -118,973 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 83,520 | $851.07K | +7,720 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 70,613 | $719.61K | -6,854 | ↓ DEC |
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsCIK 0001748861 | 69,266 | $705.82K | +8,873 | ↑ INC |
SeaCrest Wealth Management, LLCCIK 0001728121 | 40,352 | $411.19K | -1,976 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 39,275 | $400.21K | -472 | ↓ DEC |
PFG Investments, LLCCIK 0001973224 | 37,401 | $381.12K | +538 | ↑ INC |
UBS Group AGCIK 0001610520 | 31,192 | $317.85K | +3,674 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 28,231 | $287.68K | +4,758 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 23,535 | $239.82K | +2,044 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 23,388 | $238.32K | +2,750 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 15,723 | $160.22K | -21,970 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 15,483 | $157.77K | -14,207 | ↓ DEC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 15,430 | $157.23K | +286 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +176,874 | $3.91K |
STIFEL FINANCIAL CORP↑ INC | +18,413 | $2.59M |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors↑ INC | +8,873 | $705.82K |
LPL Financial LLC↑ INC | +7,720 | $851.07K |
Cambridge Investment Research Advisors, Inc.↑ INC | +6,567 | $611.00 |
ASSETMARK, INC↑ INC | +5,000 | $51.54K |
Private Advisor Group, LLC↑ INC | +4,758 | $287.68K |
UBS Group AG↑ INC | +3,674 | $317.85K |
ROYAL BANK OF CANADA↑ INC | +2,812 | $874.00K |
Closed-End Fund Advisors, Inc.↑ INC | +2,750 | $238.32K |
| Filer | Δ Shares | Value |
|---|---|---|
Almitas Capital LLC↓ DEC | -118,973 | $870.05K |
Shaker Financial Services, LLC↓ DEC | -84,420 | $2.07M |
Penserra Capital Management LLC↓ DEC | -65,180 | $7.99K |
MORGAN STANLEY↓ DEC | -59,677 | $27.53M |
Invesco Ltd.↓ DEC | -27,811 | $984.80K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -27,568 | $878.38K |
JANE STREET GROUP, LLC↓ DEC | -21,970 | $160.22K |
XTX Topco Ltd↓ DEC | -14,207 | $157.77K |
GUGGENHEIM CAPITAL LLC↓ DEC | -10,372 | $5.14M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↓ DEC | -8,856 | $46.69K |