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 |
|---|---|---|---|---|
Adalta Capital Management LLCCIK 0001698926 | 175,569 | $6.86M | – | no_change |
AMERICAN FINANCIAL GROUP INCCIK 0001042046 | 64,327 | $2.51M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 54,958 | $2.15M | -448 | ↓ DEC |
22NW, LPCIK 0001694297 | 43,115 | $1.68M | -74,770 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 23,938 | $935.02K | +1,570 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 19,218 | $750.65K | – | no_change |
Legal & General Group PlcCIK 0000764068 | 15,140 | $601.82K | +2,047 | ↑ INC |
UBS Group AGCIK 0001610520 | 488 | $19.06K | +358 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 400 | $15.62K | – | no_change |
Allworth Financial LPCIK 0001555170 | 286 | $11.17K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 251 | $9.79K | +1 | ↑ INC |
Legacy Wealth Managment, LLC/IDCIK 0002045082 | 200 | $7.81K | – | no_change |
Archer Investment CorpCIK 0001803804 | 126 | $4.92K | – | no_change |
Sound Income Strategies, LLCCIK 0001730960 | 78 | $3.04K | – | no_change |
MAI Capital ManagementCIK 0001040197 | 11 | $430.00 | – | no_change |
US BANCORP \DE\CIK 0000036104 | 3 | $117.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Legal & General Group Plc↑ INC | +2,047 | $601.82K |
RAYMOND JAMES FINANCIAL INC↑ INC | +1,570 | $935.02K |
UBS Group AG↑ INC | +358 | $19.06K |
WELLS FARGO & COMPANY/MN↑ INC | +1 | $9.79K |
| Filer | Δ Shares | Value |
|---|---|---|
22NW, LP↓ DEC | -74,770 | $1.68M |
MORGAN STANLEY↓ DEC | -448 | $2.15M |