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 | 3,040,227 | $37.03M | -568,581 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,132,844 | $25.98M | -1,022,078 | ↓ DEC |
UBS Group AGCIK 0001610520 | 2,117,571 | $25.79M | -51,514 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,113,760 | $25.75M | +343,619 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 1,355,685 | $16.51M | +27,934 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,067,484 | $13.00M | -26,782 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 1,021,558 | $12.44M | +36,802 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 982,588 | $11.97M | +195,804 | ↑ INC |
Melone Private Wealth, LLCCIK 0001905765 | 855,182 | $10.42M | -10,270 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 689,783 | $8.40M | +62,498 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 684,242 | $8.33M | +32,765 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 542,746 | $6.61M | +9,817 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 466,674 | $5.68M | +14,085 | ↑ INC |
Allianz Asset Management GmbHCIK 0001535323 | 462,380 | $5.63M | – | no_change |
Congress Park Capital LLCCIK 0001730945 | 437,500 | $5.33M | +12,500 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 401,064 | $4.92M | +34,601 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 384,691 | $4.69M | +23,773 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 369,975 | $4.51M | +327,331 | ↑ INC |
LAKE STREET PRIVATE WEALTH, LLCCIK 0001772031 | 366,950 | $4.47M | +52,800 | ↑ INC |
GREATMARK INVESTMENT PARTNERS, INC.CIK 0001540944 | 316,300 | $3.85M | -14,796 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 284,957 | $3.47M | +48,539 | ↑ INC |
Edgemoor Investment Advisors, Inc.CIK 0001313792 | 284,883 | $3.47M | +38,939 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 254,722 | $3.10M | +3,599 | ↑ INC |
KIM, LLCCIK 0001888968 | 250,000 | $3.04M | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 241,437 | $2.94M | +709 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +343,619 | $25.75M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +327,331 | $4.51M |
LPL Financial LLC↑ INC | +195,804 | $11.97M |
Baird Financial Group, Inc.↑ INC | +116,587 | $2.56M |
Advisors Asset Management, Inc.↑ INC | +62,498 | $8.40M |
LAKE STREET PRIVATE WEALTH, LLC↑ INC | +52,800 | $4.47M |
XTX Topco LtdNEW | +52,363 | $637.78K |
Wealth Care LLCNEW | +50,000 | $609.00K |
OSAIC HOLDINGS, INC.↑ INC | +48,539 | $3.47M |
EverSource Wealth Advisors, LLC↑ INC | +43,840 | $1.52M |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -1,022,078 | $25.98M |
Penserra Capital Management LLC↓ DEC | -636,360 | $14.00 |
MORGAN STANLEY↓ DEC | -568,581 | $37.03M |
HighTower Advisors, LLC↓ DEC | -364,974 | $1.17M |
MACKAY SHIELDS LLC↓ DEC | -268,843 | $677.93K |
Gridiron Partners, LLC↓ DEC | -110,180 | $1.99M |
JANE STREET GROUP, LLC↓ DEC | -89,265 | $2.01M |
COHEN & STEERS, INC.↓ DEC | -80,000 | $2.74K |
Strategic Financial Concepts, LLC↓ DEC | -61,454 | $170.52K |
VAN ECK ASSOCIATES CORP↓ DEC | -57,416 | $11.31K |