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 | 1,996,439 | $36.24M | +17,525 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 657,842 | $11.94M | +20,841 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 387,562 | $7.03M | +110,630 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 387,368 | $7.03M | +40,555 | ↑ INC |
UBS Group AGCIK 0001610520 | 383,581 | $6.96M | -12,100 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 259,859 | $4.72M | -13,697 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 156,222 | $2.84M | -33,412 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 121,961 | $2.21M | +12,333 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 68,788 | $1.25M | +83 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 64,570 | $1.17M | +2,315 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 61,670 | $1.12M | +14,310 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 61,262 | $1.11M | +15,984 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 54,494 | $989.07K | -24,084 | ↓ DEC |
Summit Financial, LLCCIK 0001765536 | 49,998 | $915.29K | +38,766 | ↑ INC |
Equitable Holdings, Inc.CIK 0001333986 | 41,380 | $751.05K | +41,380 | NEW |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 27,970 | $507.66K | +27,970 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 26,858 | $487.47K | +26,516 | ↑ INC |
Concorde Asset Management, LLCCIK 0001631773 | 24,400 | $446.69K | -1,700 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 20,593 | $373.76K | +4,987 | ↑ INC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 19,866 | $360.58K | +313 | ↑ INC |
SMITH CHAS P & ASSOCIATES PA CPASCIK 0001082509 | 18,000 | $326.70K | -3,000 | ↓ DEC |
Seed Wealth Management, Inc.CIK 0001963728 | 17,030 | $309.10K | -4,520 | ↓ DEC |
Lido Advisors, LLCCIK 0001650150 | 15,054 | $275.59K | -55 | ↓ DEC |
&PARTNERSCIK 0000107136 | 15,029 | $272.77K | -1,052 | ↓ DEC |
CHOREO, LLCCIK 0001679031 | 13,747 | $251.71K | +1,210 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Advisors Asset Management, Inc.↑ INC | +110,630 | $7.03M |
Equitable Holdings, Inc.NEW | +41,380 | $751.05K |
WELLS FARGO & COMPANY/MN↑ INC | +40,555 | $7.03M |
Summit Financial, LLC↑ INC | +38,766 | $915.29K |
MILLENNIUM MANAGEMENT LLCNEW | +27,970 | $507.66K |
BESSEMER GROUP INC↑ INC | +27,235 | $508.00 |
BANK OF AMERICA CORP /DE/↑ INC | +26,516 | $487.47K |
ROYAL BANK OF CANADA↑ INC | +20,841 | $11.94M |
MORGAN STANLEY↑ INC | +17,525 | $36.24M |
Cetera Investment Advisers↑ INC | +15,984 | $1.11M |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -264,484 | $44.02K |
STIFEL FINANCIAL CORP↓ DEC | -33,412 | $2.84M |
Closed-End Fund Advisors, Inc.↓ DEC | -24,084 | $989.07K |
Invesco Ltd.↓ DEC | -13,697 | $4.72M |
UBS Group AG↓ DEC | -12,100 | $6.96M |
Catalina Capital Group, LLC↓ DEC | -11,007 | $228.18K |
Ritter Daniher Financial Advisory LLC / DE↓ DEC | -4,580 | $86.52K |
Seed Wealth Management, Inc.↓ DEC | -4,520 | $309.10K |
SMITH CHAS P & ASSOCIATES PA CPAS↓ DEC | -3,000 | $326.70K |
OSAIC HOLDINGS, INC.↓ DEC | -2,552 | $63.24K |