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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 862,595 | $16.73M | +21,373 | ↑ INC |
UBS Group AGCIK 0001610520 | 351,897 | $6.82M | +8,935 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 163,322 | $3.17M | +10,728 | ↑ INC |
BALDWIN WEALTH PARTNERS LLC/MACIK 0001021258 | 160,817 | $3.12M | -8,127 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 153,362 | $2.97M | -18,370 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 130,560 | $2.53M | -1,789 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 111,784 | $2.17M | +111,784 | NEW |
Fiera Capital CorpCIK 0001505817 | 99,917 | $1.94M | -4,804 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 91,883 | $1.78M | +4,340 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 88,000 | $1.71M | -52,450 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 81,681 | $1.58M | -445 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 81,286 | $1.58M | -2,274 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 77,794 | $1.51M | +5,607 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 74,755 | $1.45M | +15,019 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 60,881 | $1.18M | +16,250 | ↑ INC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 58,915 | $1.14M | -14,467 | ↓ DEC |
Merit Financial Group, LLCCIK 0001621225 | 55,135 | $1.07M | -2,235 | ↓ DEC |
Glaxis Capital Management, LLCCIK 0001542161 | 45,800 | $888.06K | +800 | ↑ INC |
Pettinga Financial Advisors LLCCIK 0001694592 | 40,147 | $778.44K | +10,948 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 38,753 | $751.53K | -3,545 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 38,261 | $741.88K | +600 | ↑ INC |
Gridiron Partners, LLCCIK 0001910867 | 34,086 | $660.93K | -6,209 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 33,958 | $658.44K | +1,023 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 33,060 | $641.04K | -82 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 27,944 | $541.83K | -1,423 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLCNEW | +111,784 | $2.17M |
MORGAN STANLEY↑ INC | +21,373 | $16.73M |
HARBOUR INVESTMENTS, INC.↑ INC | +16,250 | $1.18M |
ROYAL BANK OF CANADA↑ INC | +15,019 | $1.45M |
FIFTH THIRD BANCORPNEW | +12,752 | $247.27K |
Pettinga Financial Advisors LLC↑ INC | +10,948 | $778.44K |
RAYMOND JAMES FINANCIAL INC↑ INC | +10,728 | $3.17M |
UBS Group AG↑ INC | +8,935 | $6.82M |
Logan Stone Capital, LLC↑ INC | +7,654 | $479.53K |
Shaker Financial Services, LLC↑ INC | +5,607 | $1.51M |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -52,450 | $1.71M |
Invesco Ltd.↓ DEC | -18,370 | $2.97M |
Cornerstone Advisory, LLC↓ DEC | -15,510 | $387.80K |
KESTRA PRIVATE WEALTH SERVICES, LLC↓ DEC | -14,467 | $1.14M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -11,556 | $262.77K |
BALDWIN WEALTH PARTNERS LLC/MA↓ DEC | -8,127 | $3.12M |
Gridiron Partners, LLC↓ DEC | -6,209 | $660.93K |
Fiera Capital Corp↓ DEC | -4,804 | $1.94M |
OSAIC HOLDINGS, INC.↓ DEC | -3,545 | $751.53K |
AMERIPRISE FINANCIAL INC↓ DEC | -2,274 | $1.58M |