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 |
|---|---|---|---|---|
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 1,436,699 | $4.08M | +1,400,984 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,407,077 | $4.00M | -401,657 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 839,705 | $2.38M | +359,105 | ↑ INC |
Quarry LPCIK 0001965207 | 624,455 | $1.77M | +579,109 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 490,165 | $1.39M | +3 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 389,610 | $1.11M | +270,521 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 368,021 | $1.05M | +31,842 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 356,420 | $1.01M | -70,532 | ↓ DEC |
Calamos Advisors LLCCIK 0001316507 | 354,913 | $1.01M | +137,195 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 326,847 | $928.25K | +9,185 | ↑ INC |
Kanen Wealth Management LLCCIK 0001681614 | 241,000 | $684.44K | +49,000 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 239,300 | $679.61K | -13,906 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 216,408 | $614.60K | +2,989 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 178,795 | $507.78K | +178,795 | NEW |
Private Advisor Group, LLCCIK 0001567755 | 167,643 | $476.11K | +102,872 | ↑ INC |
Concorde Asset Management, LLCCIK 0001631773 | 160,300 | $455.25K | -4,600 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 113,205 | $321.50K | -8,402 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 77,533 | $220.00K | +8,906 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 76,670 | $217.74K | +3,090 | ↑ INC |
BENJAMIN EDWARDS INCCIK 0001451623 | 60,022 | $170.46K | +1,340 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 58,471 | $166.06K | -2,039 | ↓ DEC |
Live Oak Private Wealth LLCCIK 0001799877 | 56,138 | $159.43K | – | no_change |
Kestra Advisory Services, LLCCIK 0001830819 | 48,256 | $137.05K | -11,058 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 35,818 | $101.72K | +3,738 | ↑ INC |
Parcion Private Wealth LLCCIK 0001801263 | 33,333 | $94.67K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +1,400,984 | $4.08M |
Quarry LP↑ INC | +579,109 | $1.77M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +359,105 | $2.38M |
Shaker Financial Services, LLC↑ INC | +270,521 | $1.11M |
1607 Capital Partners, LLCNEW | +178,795 | $507.78K |
Calamos Advisors LLC↑ INC | +137,195 | $1.01M |
Private Advisor Group, LLC↑ INC | +102,872 | $476.11K |
Kanen Wealth Management LLC↑ INC | +49,000 | $684.44K |
LPL Financial LLC↑ INC | +31,842 | $1.05M |
RESOLUTE WEALTH ADVISOR, INC.NEW | +30,792 | $87.45K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -2,986,330 | $14.13K |
MORGAN STANLEY↓ DEC | -401,657 | $4.00M |
Independent Advisor Alliance↓ DEC | -70,532 | $1.01M |
RHODES INVESTMENT ADVISORS INC /ADV↓ DEC | -16,500 | $41.18K |
NWF Advisory Services Inc.↓ DEC | -13,906 | $679.61K |
Kestra Advisory Services, LLC↓ DEC | -11,058 | $137.05K |
Cetera Investment Advisers↓ DEC | -8,402 | $321.50K |
Concorde Asset Management, LLC↓ DEC | -4,600 | $455.25K |
WELLS FARGO & COMPANY/MN↓ DEC | -2,039 | $166.06K |
Larson Financial Group LLC↓ DEC | -1,105 | $34.36K |