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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 1,086,368 | $15.57M | -5,091 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 658,746 | $9.44M | -78,499 | ↓ DEC |
Tortoise Investment Management, LLCCIK 0001599511 | 525,107 | $7.52M | -92,716 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 445,917 | $6.39M | -18,992 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 430,914 | $6.17M | +32,128 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 419,476 | $6.01M | -5,835 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 360,201 | $5.16M | +27,544 | ↑ INC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 272,562 | $3.90M | +2,106 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 258,412 | $3.59M | +19,202 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 216,364 | $3.10M | +5,119 | ↑ INC |
UBS Group AGCIK 0001610520 | 156,623 | $2.24M | -15,830 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 155,713 | $2.23M | +1,409 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 98,874 | $1.42M | +26,391 | ↑ INC |
Smartleaf Asset Management LLCCIK 0002010393 | 82,366 | $1.15M | -978 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 74,695 | $1.07M | – | no_change |
Breakwater Capital GroupCIK 0001964309 | 57,371 | $822.13K | +6,036 | ↑ INC |
Koshinski Asset Management, Inc.CIK 0001633389 | 48,690 | $697.73K | +11 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 47,040 | $674.08K | +47,040 | NEW |
Midwest Financial Group LLCCIK 0001967193 | 42,199 | $604.71K | -750 | ↓ DEC |
Dynamic Advisor Solutions LLCCIK 0001599747 | 40,772 | $584.26K | – | no_change |
Kestra Advisory Services, LLCCIK 0001830819 | 40,247 | $576.73K | +1,593 | ↑ INC |
ACCESS FINANCIAL SERVICES, INC.CIK 0001699622 | 39,285 | $562.95K | -4,350 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 35,317 | $506.09K | -51,842 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 33,957 | $486.60K | +6,839 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 32,935 | $471.96K | +6 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Stratos Wealth Partners, LTD.NEW | +47,040 | $674.08K |
VAN ECK ASSOCIATES CORP↑ INC | +39,305 | $2.09K |
Hennion & Walsh Asset Management, Inc.↑ INC | +32,128 | $6.17M |
RAYMOND JAMES FINANCIAL INC↑ INC | +27,544 | $5.16M |
Invesco Ltd.↑ INC | +26,391 | $1.42M |
Cambridge Investment Research Advisors, Inc.↑ INC | +21,566 | $870.00 |
JONES FINANCIAL COMPANIES LLLP↑ INC | +19,202 | $3.59M |
Summit Trail Advisors, LLCNEW | +15,498 | $222.09K |
HighTower Advisors, LLC↑ INC | +10,369 | $294.83K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +6,839 | $486.60K |
| Filer | Δ Shares | Value |
|---|---|---|
Tortoise Investment Management, LLC↓ DEC | -92,716 | $7.52M |
MORGAN STANLEY↓ DEC | -78,499 | $9.44M |
Carnegie Investment Counsel↓ DEC | -58,013 | $331.40K |
Fiera Capital Corp↓ DEC | -51,842 | $506.09K |
GUGGENHEIM CAPITAL LLC↓ DEC | -18,992 | $6.39M |
UBS Group AG↓ DEC | -15,830 | $2.24M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -10,860 | $8.33K |
Ackerman Capital Advisors, LLC↓ DEC | -6,222 | $308.17K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -5,835 | $6.01M |
Bank of New York Mellon Corp↓ DEC | -5,627 | $282.71K |