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 |
|---|---|---|---|---|
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 1,214,019 | $7.47M | +204,669 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,028,029 | $6.32M | +400,979 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 945,720 | $5.82M | +7,727 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 844,788 | $5.20M | -22,260 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 718,658 | $4.42M | -64,726 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 396,231 | $2.44M | -21,670 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 338,665 | $2.08M | +47,793 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 314,939 | $1.94M | +84,794 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 227,108 | $1.40M | +38,503 | ↑ INC |
&PARTNERSCIK 0000107136 | 114,541 | $704.43K | -5,019 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 109,662 | $674.00K | +17,468 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 107,693 | $662.31K | -167,027 | ↓ DEC |
G2 CAPITAL MANAGEMENT, LLC / OHCIK 0001910858 | 101,416 | $623.71K | -6,000 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 95,856 | $589.51K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 88,372 | $543.49K | -48,267 | ↓ DEC |
UBS Group AGCIK 0001610520 | 78,196 | $480.90K | +5,116 | ↑ INC |
Bridgewater Advisors Inc.CIK 0001600319 | 76,102 | $477.92K | – | no_change |
Ackerman Capital Advisors, LLCCIK 0001699506 | 75,730 | $465.74K | +38,146 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 69,937 | $430.12K | +21,890 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 68,871 | $423.56K | -3,549 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 63,411 | $389.98K | -66,651 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 60,369 | $371.27K | – | no_change |
OPPENHEIMER & CO INCCIK 0000822581 | 58,029 | $356.88K | +735 | ↑ INC |
Keudell/Morrison Wealth ManagementCIK 0001785498 | 57,600 | $354.24K | -2,000 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 56,671 | $348.53K | +3,042 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↑ INC | +400,979 | $6.32M |
Hennion & Walsh Asset Management, Inc.↑ INC | +204,669 | $7.47M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +84,794 | $1.94M |
AMERIPRISE FINANCIAL INC↑ INC | +47,793 | $2.08M |
VAN ECK ASSOCIATES CORP↑ INC | +42,648 | $2.22K |
LPL Financial LLC↑ INC | +38,503 | $1.40M |
Ackerman Capital Advisors, LLC↑ INC | +38,146 | $465.74K |
OSAIC HOLDINGS, INC.↑ INC | +21,890 | $430.12K |
NWF Advisory Services Inc.NEW | +20,000 | $123.00K |
ROYAL BANK OF CANADA↑ INC | +17,468 | $674.00K |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -167,027 | $662.31K |
Cetera Investment Advisers↓ DEC | -66,651 | $389.98K |
MORGAN STANLEY↓ DEC | -64,726 | $4.42M |
BANK OF AMERICA CORP /DE/↓ DEC | -48,267 | $543.49K |
JANE STREET GROUP, LLC↓ DEC | -27,679 | $68.71K |
Advisors Asset Management, Inc.↓ DEC | -22,260 | $5.20M |
Invesco Ltd.↓ DEC | -21,670 | $2.44M |
XML Financial, LLC↓ DEC | -15,450 | $320.50K |
HighTower Advisors, LLC↓ DEC | -14,725 | $124.24K |
Arkos Global Advisors↓ DEC | -6,269 | $23.00 |