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 | 1,493,412 | $10.29M | -214,395 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 1,225,853 | $8.45M | -88,861 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 1,071,858 | $7.38M | -18,724 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 838,080 | $5.77M | +34,573 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 773,810 | $5.33M | -32,335 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 692,318 | $4.77M | +17,935 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 576,176 | $3.97M | -206,003 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 400,642 | $2.76M | +283,970 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 378,002 | $2.60M | +303,031 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 375,630 | $2.60M | +269,830 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 302,963 | $2.09M | +95,752 | ↑ INC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 301,998 | $2.08M | -10,000 | ↓ DEC |
CoreCap Advisors, LLCCIK 0001902501 | 246,620 | $1.70M | +2,555 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 198,548 | $1.37M | +9,154 | ↑ INC |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 191,463 | $1.32M | – | no_change |
JANE STREET GROUP, LLCCIK 0001595888 | 186,732 | $1.29M | +109,718 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 185,859 | $1.28M | -3,687 | ↓ DEC |
PRIVATE TRUST CO NACIK 0001277557 | 173,756 | $1.20M | -19,074 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 166,341 | $1.15M | +15,157 | ↑ INC |
Whipplewood Advisors, LLCCIK 0002052510 | 136,256 | $938.80K | +2,339 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 126,899 | $874.33K | +126,808 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 119,529 | $823.55K | +56,349 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 119,350 | $822.32K | +17,672 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 116,449 | $802.33K | +100,969 | ↑ INC |
Keudell/Morrison Wealth ManagementCIK 0001785498 | 108,906 | $750.36K | +15,216 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
ROYAL BANK OF CANADA↑ INC | +303,031 | $2.60M |
BANK OF AMERICA CORP /DE/↑ INC | +283,970 | $2.76M |
Shaker Financial Services, LLC↑ INC | +269,830 | $2.60M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +126,808 | $874.33K |
JANE STREET GROUP, LLC↑ INC | +109,718 | $1.29M |
Logan Stone Capital, LLC↑ INC | +100,969 | $802.33K |
RAYMOND JAMES FINANCIAL INC↑ INC | +95,752 | $2.09M |
XTX Topco LtdNEW | +88,227 | $607.88K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +56,349 | $823.55K |
Shay Capital LLCNEW | +50,420 | $347.39K |
| Filer | Δ Shares | Value |
|---|---|---|
Steward Partners Investment Advisory, LLC↓ DEC | -1,429,743 | $341.08K |
EverSource Wealth Advisors, LLC↓ DEC | -1,065,734 | $131.00 |
GUGGENHEIM CAPITAL LLC↓ DEC | -214,395 | $10.29M |
WELLS FARGO & COMPANY/MN↓ DEC | -206,003 | $3.97M |
LPL Financial LLC↓ DEC | -88,861 | $8.45M |
HUB Investment Partners, LLC↓ DEC | -38,367 | $256.97K |
MORGAN STANLEY↓ DEC | -32,335 | $5.33M |
UBS Group AG↓ DEC | -30,198 | $568.69K |
FIFTH THIRD BANCORP↓ DEC | -25,429 | $53.33K |
PRIVATE TRUST CO NA↓ DEC | -19,074 | $1.20M |