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 | 443,148 | $4.26M | -17,114 | ↓ DEC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 202,268 | $1.94M | +15,064 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 173,999 | $1.67M | -1,039 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 119,752 | $1.15M | +77,642 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 81,734 | $785.47K | -864 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 70,887 | $681.22K | -4 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 60,606 | $582.43K | +9,120 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 50,145 | $481.89K | -272 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 48,200 | $463.20K | +2,500 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 42,626 | $409.64K | -8,200 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 36,243 | $348.29K | +2,522 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 26,088 | $263.49K | -25,000 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 20,823 | $200.10K | -2,379 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 18,849 | $181.14K | -34 | ↓ DEC |
SeaCrest Wealth Management, LLCCIK 0001728121 | 18,556 | $178.32K | -741 | ↓ DEC |
Clear Creek Financial Management, LLCCIK 0001784235 | 18,475 | $177.54K | +650 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 18,174 | $174.65K | -11,564 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 14,500 | $139.34K | – | no_change |
RFG Advisory, LLCCIK 0001633387 | 13,774 | $132.37K | -2,300 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 12,950 | $124.45K | +225 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 12,512 | $120.24K | +12,511 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 12,420 | $119.36K | +12,420 | NEW |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 11,926 | $114.61K | -1,446 | ↓ DEC |
Integrity Advisory Solutions, LLCCIK 0002057931 | 11,325 | $108.83K | +11,325 | NEW |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 6,099 | $58.61K | +252 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +77,642 | $1.15M |
RIVERBRIDGE PARTNERS LLC↑ INC | +15,064 | $1.94M |
WELLS FARGO & COMPANY/MN↑ INC | +12,511 | $120.24K |
Lido Advisors, LLCNEW | +12,420 | $119.36K |
Integrity Advisory Solutions, LLCNEW | +11,325 | $108.83K |
RAYMOND JAMES FINANCIAL INC↑ INC | +9,120 | $582.43K |
FIRST TRUST ADVISORS LP↑ INC | +2,522 | $348.29K |
NWF Advisory Services Inc.↑ INC | +2,500 | $463.20K |
Clear Creek Financial Management, LLC↑ INC | +650 | $177.54K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +252 | $58.61K |
| Filer | Δ Shares | Value |
|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -25,000 | $263.49K |
MORGAN STANLEY↓ DEC | -17,114 | $4.26M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -11,564 | $174.65K |
Shaker Financial Services, LLC↓ DEC | -8,200 | $409.64K |
Cetera Investment Advisers↓ DEC | -2,379 | $200.10K |
RFG Advisory, LLC↓ DEC | -2,300 | $132.37K |
UHLMANN PRICE SECURITIES, LLC↓ DEC | -1,446 | $114.61K |
Advisors Asset Management, Inc.↓ DEC | -1,039 | $1.67M |
Closed-End Fund Advisors, Inc.↓ DEC | -864 | $785.47K |
SeaCrest Wealth Management, LLC↓ DEC | -741 | $178.32K |