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 |
|---|---|---|---|---|
MAINSTAY CAPITAL MANAGEMENT LLC /ADVCIK 0001127612 | 364,495 | $6.89M | +340,594 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 349,346 | $6.61M | -48,381 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 191,847 | $3.63M | -27,762 | ↓ DEC |
PCG Wealth Advisors, LLCCIK 0001905393 | 148,971 | $2.82M | -15,721 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 85,543 | $1.62M | +53,942 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 83,575 | $1.58M | -116,161 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 80,658 | $1.53M | -11,494 | ↓ DEC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 77,298 | $1.46M | +2,807 | ↑ INC |
RFG Advisory, LLCCIK 0001633387 | 72,737 | $1.38M | -22,289 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 49,617 | $938.26K | +10,491 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 44,614 | $843.65K | -54,474 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 41,341 | $781.76K | +9,735 | ↑ INC |
Sigma Planning CorpCIK 0001449126 | 33,724 | $637.72K | -171,761 | ↓ DEC |
UBS Group AGCIK 0001610520 | 32,780 | $619.87K | +24,780 | ↑ INC |
LAFFER TENGLER INVESTMENTS, INC.CIK 0001307878 | 28,091 | $531.20K | +7,419 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 27,970 | $528.91K | +13,556 | ↑ INC |
TWIN FOCUS CAPITAL PARTNERS, LLCCIK 0001387761 | 26,000 | $491.66K | -4,000 | ↓ DEC |
SPROTT INC.CIK 0001512920 | 20,750 | $392.38K | – | no_change |
Simplicity Wealth,LLCCIK 0001913243 | 15,381 | $290.86K | -1,678 | ↓ DEC |
Sovereign Financial Group, Inc.CIK 0001846175 | 15,147 | $286.43K | -5,143 | ↓ DEC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 15,140 | $286.30K | -832 | ↓ DEC |
CITY HOLDING COCIK 0000726854 | 15,000 | $283.50K | – | no_change |
WCG Wealth Advisors LLCCIK 0001855713 | 13,900 | $262.85K | – | no_change |
Orion Porfolio Solutions, LLCCIK 0001360533 | 11,040 | $208.77K | +11,040 | NEW |
VICTORY FINANCIAL GROUP, LLCCIK 0002011333 | 10,225 | $193.35K | +10,225 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV↑ INC | +340,594 | $6.89M |
OSAIC HOLDINGS, INC.↑ INC | +53,942 | $1.62M |
UBS Group AG↑ INC | +24,780 | $619.87K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +13,556 | $528.91K |
Virtu Financial LLC↑ INC | +12,004 | $537.00 |
Orion Porfolio Solutions, LLCNEW | +11,040 | $208.77K |
STIFEL FINANCIAL CORP↑ INC | +10,491 | $938.26K |
Baer Investment Advisory LLCNEW | +10,225 | $193.35K |
VICTORY FINANCIAL GROUP, LLCNEW | +10,225 | $193.35K |
Revisor Wealth Management LLCNEW | +10,170 | $192.31K |
| Filer | Δ Shares | Value |
|---|---|---|
Sigma Planning Corp↓ DEC | -171,761 | $637.72K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -116,161 | $1.58M |
MML INVESTORS SERVICES, LLC↓ DEC | -54,474 | $843.65K |
LPL Financial LLC↓ DEC | -48,381 | $6.61M |
Cambridge Investment Research Advisors, Inc.↓ DEC | -32,262 | $1.36K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -27,762 | $3.63M |
RFG Advisory, LLC↓ DEC | -22,289 | $1.38M |
PCG Wealth Advisors, LLC↓ DEC | -15,721 | $2.82M |
Cetera Investment Advisers↓ DEC | -11,494 | $1.53M |
Sovereign Financial Group, Inc.↓ DEC | -5,143 | $286.43K |