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 |
|---|---|---|---|---|
ROYAL BANK OF CANADACIK 0001000275 | 9,065,043 | $321.27M | -451,010 | ↓ DEC |
Federation des caisses Desjardins du QuebecCIK 0002022297 | 5,821,327 | $205.63M | +231,481 | ↑ INC |
CENTRAL TRUST CoCIK 0000044365 | 5,542,655 | $196.43M | +1,154,326 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 5,537,762 | $196.26M | +163,749 | ↑ INC |
Heritage Wealth AdvisorsCIK 0001591122 | 4,794,455 | $169.92M | -344,117 | ↓ DEC |
Evanson Asset Management, LLCCIK 0001626379 | 3,839,307 | $136.07M | -240,703 | ↓ DEC |
JUPITER ASSET MANAGEMENT LTDCIK 0001215838 | 3,270,273 | $115.65M | -187,097 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 2,531,940 | $89.73M | -12,977 | ↓ DEC |
IMC-Chicago, LLCCIK 0001452861 | 2,449,218 | $86.80M | +2,037,133 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 2,361,598 | $83.70M | +40,893 | ↑ INC |
Bleakley Financial Group, LLCCIK 0001936953 | 2,219,816 | $78.67M | -61,431 | ↓ DEC |
SPROTT INC.CIK 0001512920 | 2,109,488 | $74.76M | -101,925 | ↓ DEC |
MATAURO, LLCCIK 0002052964 | 2,065,418 | $73.20M | +4,846 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,007,130 | $71.13M | +213,961 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 1,803,388 | $63.91M | +289,499 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,772,405 | $62.82M | +12,888 | ↑ INC |
SouthState Bank CorpCIK 0000764038 | 1,735,437 | $61.50M | -57,203 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 1,726,789 | $61.20M | +91,695 | ↑ INC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 1,556,314 | $55.16M | +80,102 | ↑ INC |
Forest Hill Capital, LLCCIK 0001316550 | 1,448,500 | $51.33M | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 1,430,221 | $50.69M | -79,587 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 1,376,380 | $48.78M | +1,046,193 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,355,749 | $48.05M | +1,299,907 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 1,347,193 | $47.74M | +382,603 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 1,285,906 | $45.57M | +184,466 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
IMC-Chicago, LLC↑ INC | +2,037,133 | $86.80M |
GOLDMAN SACHS GROUP INC↑ INC | +1,299,907 | $48.05M |
CENTRAL TRUST Co↑ INC | +1,154,326 | $196.43M |
JANE STREET GROUP, LLC↑ INC | +1,046,193 | $48.78M |
WIT Partners Advisory Pte. Ltd.↑ INC | +727,533 | $33.36M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +510,113 | $28.34M |
JOHNSON INVESTMENT COUNSEL INCNEW | +456,672 | $16.18M |
Knoll Capital Management, LLCNEW | +387,055 | $13.72M |
Kestra Advisory Services, LLC↑ INC | +382,603 | $47.74M |
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCNEW | +375,567 | $13.31M |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -546,136 | $1.31M |
ROYAL BANK OF CANADA↓ DEC | -451,010 | $321.27M |
Heritage Wealth Advisors↓ DEC | -344,117 | $169.92M |
Tidal Investments LLC↓ DEC | -308,094 | $16.11M |
OSAIC HOLDINGS, INC.↓ DEC | -261,087 | $28.90M |
Evanson Asset Management, LLC↓ DEC | -240,703 | $136.07M |
Basepoint Wealth LLC↓ DEC | -213,486 | $27.94M |
JUPITER ASSET MANAGEMENT LTD↓ DEC | -187,097 | $115.65M |
OBERNDORF WILLIAM E↓ DEC | -186,932 | $7.95M |
SCOTIA CAPITAL INC.↓ DEC | -185,802 | $26.31M |