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 |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 2,465,679 | $11.42M | +528,561 | ↑ INC |
Orion Porfolio Solutions, LLCCIK 0001360533 | 1,322,308 | $6.12M | +164,103 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,286,879 | $5.96M | -374,893 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,265,943 | $5.86M | -23,105 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,248,619 | $5.78M | +32,239 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,247,814 | $5.78M | +48,233 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,072,149 | $4.96M | -238,594 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 941,248 | $4.36M | +60,403 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 926,775 | $4.29M | +38,913 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 851,211 | $3.94M | +10,851 | ↑ INC |
GraniteShares Advisors LLCCIK 0001839545 | 504,811 | $2.34M | -57,779 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 447,813 | $2.07M | -141,813 | ↓ DEC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 349,863 | $1.62M | +12,258 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 307,536 | $1.42M | -88,281 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 286,616 | $1.33M | -15,121 | ↓ DEC |
Marks Group Wealth Management, IncCIK 0001802473 | 261,440 | $1.21M | -19,229 | ↓ DEC |
Elm3 Financial Group, LLCCIK 0002011201 | 259,069 | $1.20M | +49,977 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 238,025 | $1.10M | +238,025 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 206,498 | $956.09K | +10,649 | ↑ INC |
Whipplewood Advisors, LLCCIK 0002052510 | 205,862 | $953.14K | -987 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 185,772 | $860.13K | +43,651 | ↑ INC |
Apollon Wealth Management, LLCCIK 0001764387 | 173,291 | $802.34K | -6,555 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 172,509 | $798.72K | +1,772 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 142,267 | $658.70K | -26,827 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 138,610 | $642.00K | -11,034 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↑ INC | +528,561 | $11.42M |
Shaker Financial Services, LLCNEW | +238,025 | $1.10M |
Orion Porfolio Solutions, LLC↑ INC | +164,103 | $6.12M |
Legend Capital Advisors LLCNEW | +113,678 | $526.33K |
Cetera Investment Advisers↑ INC | +60,403 | $4.36M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +51,532 | $238.88K |
Elm3 Financial Group, LLC↑ INC | +49,977 | $1.20M |
BANK OF AMERICA CORP /DE/↑ INC | +48,233 | $5.78M |
WELLS FARGO & COMPANY/MN↑ INC | +43,651 | $860.13K |
Creekside Partners↑ INC | +40,241 | $606.92K |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -374,893 | $5.96M |
GUGGENHEIM CAPITAL LLC↓ DEC | -238,594 | $4.96M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -141,813 | $2.07M |
Kestra Advisory Services, LLC↓ DEC | -88,281 | $1.42M |
GraniteShares Advisors LLC↓ DEC | -57,779 | $2.34M |
KANE INVESTMENT MANAGEMENT, INC.↓ DEC | -32,354 | $52.80K |
TWO SIGMA SECURITIES, LLC↓ DEC | -30,635 | $88.11K |
JANE STREET GROUP, LLC↓ DEC | -26,827 | $658.70K |
Noble Wealth Management PBC↓ DEC | -24,901 | $404.89K |
UBS Group AG↓ DEC | -23,105 | $5.86M |