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 |
|---|---|---|---|---|
Morton Capital Management LLC/CACIK 0002002628 | 3,433,212 | $154.67M | -238,208 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 3,241,811 | $146.04M | +51,122 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,298,740 | $58.51M | +582,203 | ↑ INC |
Pitcairn Wealth Advisors LLCCIK 0002089089 | 1,336,957 | $55.46M | +924 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 1,039,375 | $46.82M | +277,218 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 976,870 | $44.01M | -88,791 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 802,105 | $36.13M | +12,522 | ↑ INC |
Asset One Wealth Management LLCCIK 0002110759 | 763,076 | $34.33M | +13,574 | ↑ INC |
Modern Wealth Management, LLCCIK 0002001900 | 543,585 | $24.92M | -24,964 | ↓ DEC |
Drake & Associates, LLCCIK 0001935795 | 510,226 | $22.99M | +28,496 | ↑ INC |
AE Wealth Management LLCCIK 0001697723 | 446,086 | $20.10M | +437,945 | ↑ INC |
Kiker Wealth Management, LLCCIK 0002042502 | 437,527 | $19.71M | +429,416 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 374,587 | $16.88M | +1,105 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 355,749 | $16.03M | -58,699 | ↓ DEC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 353,101 | $15.91M | +337,720 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 345,793 | $15.55M | -308,918 | ↓ DEC |
SILVER OAK SECURITIES, INCORPORATEDCIK 0001080576 | 323,003 | $14.55M | -16,810 | ↓ DEC |
Security National BankCIK 0001719739 | 283,026 | $12.75M | +15,601 | ↑ INC |
Accordant Advisory Group IncCIK 0002013499 | 273,228 | $12.31M | -25,484 | ↓ DEC |
Pekin Hardy Strauss, Inc.CIK 0001020317 | 267,716 | $12.06M | -60,579 | ↓ DEC |
Solstein Capital, LLCCIK 0001730769 | 259,954 | $11.71M | +4,048 | ↑ INC |
SFG Wealth Management, LLC.CIK 0001908914 | 252,686 | $11.38M | +72,844 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 252,292 | $11.37M | -15,150 | ↓ DEC |
Ameritas Advisory Services, LLCCIK 0001901275 | 250,987 | $11.31M | -13,214 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 246,201 | $11.09M | -159,805 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VAN ECK ASSOCIATES CORP↑ INC | +1,973,385 | $171.98K |
RAYMOND JAMES FINANCIAL INC↑ INC | +582,203 | $58.51M |
AE Wealth Management LLC↑ INC | +437,945 | $20.10M |
Kiker Wealth Management, LLC↑ INC | +429,416 | $19.71M |
SHUFRO ROSE & CO LLC↑ INC | +337,720 | $15.91M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +277,218 | $46.82M |
Virtu Financial LLC↑ INC | +136,598 | $11.69K |
Brookstone Capital Management↑ INC | +97,409 | $4.80M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +94,770 | $4.49M |
SBE LLC DBA CEDAR COVE WEALTH PARTNERSNEW | +76,221 | $3.43M |
| Filer | Δ Shares | Value |
|---|---|---|
Quadrature Capital Ltd↓ DEC | -584,733 | $4.50M |
JPMORGAN CHASE & CO↓ DEC | -373,133 | $1.70M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -308,918 | $15.55M |
Morton Capital Management LLC/CA↓ DEC | -238,208 | $154.67M |
OSAIC HOLDINGS, INC.↓ DEC | -159,805 | $11.09M |
Cetera Investment Advisers↓ DEC | -88,791 | $44.01M |
JANE STREET GROUP, LLC↓ DEC | -69,484 | $310.85K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -61,630 | $1.64M |
Pekin Hardy Strauss, Inc.↓ DEC | -60,579 | $12.06M |
MML INVESTORS SERVICES, LLC↓ DEC | -58,699 | $16.03M |