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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,961,500 | $36.52M | +399,239 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,735,300 | $33.73M | -188,083 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,966,516 | $24.25M | -49,616 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 1,918,023 | $23.65M | +268,812 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,465,028 | $18.06M | +34,098 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,258,546 | $15.52M | -9,502 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,244,816 | $15.35M | +186,879 | ↑ INC |
Artesa Financial Group, LLCCIK 0002109808 | 1,114,100 | $13.74M | -22,001 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 1,092,408 | $13.47M | +156,017 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 686,051 | $8.46M | +62,529 | ↑ INC |
Cornerstone Advisory, LLCCIK 0001668189 | 636,473 | $7.85M | -26,676 | ↓ DEC |
Congress Park Capital LLCCIK 0001730945 | 583,000 | $7.19M | +15,000 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 492,124 | $6.07M | +13,499 | ↑ INC |
Allianz Asset Management GmbHCIK 0001535323 | 470,900 | $5.81M | – | no_change |
Left Brain Wealth Management, LLCCIK 0001957370 | 455,461 | $5.62M | +378,403 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 448,875 | $5.53M | +9,606 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 439,789 | $5.42M | -5,931 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 401,512 | $4.95M | -968 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 383,621 | $4.73M | +14,360 | ↑ INC |
LaSalle St. Investment Advisors, LLCCIK 0001966193 | 368,573 | $4.54M | +27,078 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 363,215 | $4.48M | +3,838 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 296,752 | $3.66M | +158,471 | ↑ INC |
Palogic Value Management, L.P.CIK 0001532943 | 283,732 | $3.50M | +6,994 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 227,413 | $2.80M | -11,789 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 219,465 | $2.71M | +27,316 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +399,239 | $36.52M |
Left Brain Wealth Management, LLC↑ INC | +378,403 | $5.62M |
Hennion & Walsh Asset Management, Inc.↑ INC | +268,812 | $23.65M |
RAYMOND JAMES FINANCIAL INC↑ INC | +186,879 | $15.35M |
Kestra Advisory Services, LLC↑ INC | +158,471 | $3.66M |
LPL Financial LLC↑ INC | +156,017 | $13.47M |
MERCER GLOBAL ADVISORS INC /ADV↑ INC | +93,160 | $1.54M |
HARBOUR INVESTMENTS, INC.↑ INC | +68,357 | $1.56M |
CHAPIN DAVIS, INC.↑ INC | +64,565 | $991.40K |
Advisors Asset Management, Inc.↑ INC | +62,529 | $8.46M |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -567,949 | $14.00 |
HighTower Advisors, LLC↓ DEC | -341,623 | $222.67K |
VAN ECK ASSOCIATES CORP↓ DEC | -213,383 | $12.56K |
North Ground Capital↓ DEC | -191,674 | $1.40M |
MORGAN STANLEY↓ DEC | -188,083 | $33.73M |
COHEN & STEERS, INC.↓ DEC | -143,288 | $1.91K |
Alpine Global Management, LLC↓ DEC | -113,892 | $418.47K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -107,080 | $2.15K |
Gridiron Partners, LLC↓ DEC | -68,444 | $2.05M |
UBS Group AG↓ DEC | -49,616 | $24.25M |