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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 342,922 | $1.12M | – | no_change |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 255,094 | $834.16K | +29,079 | ↑ INC |
SHEETS SMITH WEALTH MANAGEMENTCIK 0001157436 | 238,084 | $778.53K | -3,143 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 189,725 | $620.40K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 171,598 | $561.13K | -1,071 | ↓ DEC |
Penbrook Management LLCCIK 0001381055 | 147,063 | $480.90K | – | no_change |
GILL CAPITAL PARTNERS, LLCCIK 0000729563 | 139,689 | $456.78K | +1,793 | ↑ INC |
WealthTrust Axiom LLCCIK 0001425949 | 116,000 | $379.32K | +8,000 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 80,925 | $264.63K | – | no_change |
LPL Financial LLCCIK 0001403438 | 73,644 | $240.82K | +3,248 | ↑ INC |
ECLECTIC ASSOCIATES INC /ADVCIK 0000743482 | 72,101 | $235.77K | +18,520 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 68,749 | $225.00K | +30 | ↑ INC |
Allworth Financial LPCIK 0001555170 | 66,272 | $216.71K | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 63,315 | $207.04K | +785 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 62,500 | $204.38K | +33,000 | ↑ INC |
Mezzasalma Advisors, LLCCIK 0001864916 | 54,708 | $178.90K | +1,079 | ↑ INC |
Fortitude Advisory Group L.L.C.CIK 0001928999 | 52,819 | $172.72K | – | no_change |
Ethos Financial Group, LLCCIK 0001954242 | 46,659 | $155.84K | – | no_change |
INVICTUS PRIVATE WEALTH, LLCCIK 0001939208 | 42,845 | $140.10K | +845 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 40,701 | $133.09K | +854 | ↑ INC |
HUB Investment Partners, LLCCIK 0001841815 | 39,848 | $130.30K | -1,404 | ↓ DEC |
FIFTH THIRD BANCORPCIK 0000035527 | 36,600 | $119.68K | +36,600 | NEW |
Weaver Consulting GroupCIK 0001780055 | 32,000 | $104.64K | -10,000 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 30,527 | $99.83K | +4,439 | ↑ INC |
Vestmark Advisory Solutions, Inc.CIK 0001736982 | 27,700 | $90.58K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
FIFTH THIRD BANCORPNEW | +36,600 | $119.68K |
Baird Financial Group, Inc.↑ INC | +33,000 | $204.38K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +29,079 | $834.16K |
ECLECTIC ASSOCIATES INC /ADV↑ INC | +18,520 | $235.77K |
IFG Advisory, LLCNEW | +8,500 | $27.80K |
WealthTrust Axiom LLC↑ INC | +8,000 | $379.32K |
Stratos Wealth Partners, LTD.↑ INC | +4,650 | $82.76K |
Integrity Advisory Solutions, LLC↑ INC | +4,633 | $86.76K |
STIFEL FINANCIAL CORP↑ INC | +4,474 | $69.74K |
OSAIC HOLDINGS, INC.↑ INC | +4,439 | $99.83K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -18,028 | $74.27K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -15,630 | $81.09K |
Weaver Consulting Group↓ DEC | -10,000 | $104.64K |
Northstar Financial Companies, Inc.↓ DEC | -5,300 | $48.87K |
SHEETS SMITH WEALTH MANAGEMENT↓ DEC | -3,143 | $778.53K |
CITADEL ADVISORS LLC↓ DEC | -2,150 | $61.18K |
HUB Investment Partners, LLC↓ DEC | -1,404 | $130.30K |
MORGAN STANLEY↓ DEC | -1,071 | $561.13K |