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 |
|---|---|---|---|---|
Mission Hills Financial Advisory, LLCCIK 0002043220 | 1,268,336 | $15.09M | +38,402 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,235,752 | $14.71M | +2,723 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,178,335 | $14.02M | -42,133 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 687,771 | $8.18M | +114,667 | ↑ INC |
GHE, LLCCIK 0001910179 | 649,542 | $7.73M | +23,535 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 503,762 | $5.99M | +122,445 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 488,526 | $5.81M | +12,732 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 483,975 | $5.76M | -18,789 | ↓ DEC |
Elevated Capital Advisors, LLCCIK 0001802387 | 399,746 | $4.76M | +37,135 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 355,256 | $4.23M | +51,607 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 339,736 | $4.04M | -31,723 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 275,557 | $3.28M | -8,668 | ↓ DEC |
INSIGNEO ADVISORY SERVICES, LLCCIK 0001964958 | 250,450 | $2.98M | -250 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 244,440 | $2.91M | +16,686 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 215,931 | $2.57M | -5,319 | ↓ DEC |
Prospera Financial Services IncCIK 0001541625 | 199,521 | $2.37M | +15,238 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 183,602 | $2.18M | +414 | ↑ INC |
Venture Visionary Partners LLCCIK 0001792283 | 173,373 | $2.06M | +50,000 | ↑ INC |
AG Asset Advisory, LLCCIK 0001625008 | 171,926 | $2.05M | +148,092 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 164,619 | $1.96M | +4,980 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 159,024 | $1.89M | +24,129 | ↑ INC |
Astoria Portfolio Advisors LLC.CIK 0001931642 | 126,866 | $1.52M | +126,866 | NEW |
JANE STREET GROUP, LLCCIK 0001595888 | 122,072 | $1.45M | +33,567 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 120,628 | $1.44M | +11,304 | ↑ INC |
Vision Retirement, LLCCIK 0002069023 | 98,616 | $1.17M | +1,166 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
AG Asset Advisory, LLC↑ INC | +148,092 | $2.05M |
Astoria Portfolio Advisors LLC.NEW | +126,866 | $1.52M |
WELLS FARGO & COMPANY/MN↑ INC | +122,445 | $5.99M |
LPL Financial LLC↑ INC | +114,667 | $8.18M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +51,607 | $4.23M |
Venture Visionary Partners LLC↑ INC | +50,000 | $2.06M |
Mission Hills Financial Advisory, LLC↑ INC | +38,402 | $15.09M |
XTX Topco LtdNEW | +37,477 | $445.98K |
Elevated Capital Advisors, LLC↑ INC | +37,135 | $4.76M |
Steward Partners Investment Advisory, LLC↑ INC | +33,693 | $935.97K |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -42,133 | $14.02M |
StoneX Group Inc.↓ DEC | -38,108 | $222.41K |
Noble Wealth Management PBC↓ DEC | -31,723 | $4.04M |
PRINCIPAL SECURITIES, INC.↓ DEC | -18,789 | $5.76M |
CITIGROUP INC↓ DEC | -18,520 | $7.51K |
PFG Investments, LLC↓ DEC | -10,255 | $220.47K |
BANK OF AMERICA CORP /DE/↓ DEC | -8,668 | $3.28M |
Creative Planning↓ DEC | -5,500 | $230.88K |
Cetera Investment Advisers↓ DEC | -5,319 | $2.57M |
Kingsview Wealth Management, LLC↓ DEC | -4,718 | $238.43K |