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 |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 2,741,887 | $33.07M | +85,349 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 2,717,641 | $32.77M | +2,711,454 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,579,936 | $31.11M | +63,243 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,144,104 | $25.86M | +1,516,862 | ↑ INC |
XML Financial, LLCCIK 0001800465 | 1,591,047 | $19.19M | -5,608 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,376,934 | $16.61M | +52,237 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 1,153,947 | $13.92M | +33,527 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 836,914 | $10.09M | +55,711 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 817,243 | $9.86M | +766 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 784,874 | $9.47M | -164,211 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 656,503 | $7.92M | -129,341 | ↓ DEC |
PFG Investments, LLCCIK 0001973224 | 627,325 | $7.57M | -3,549 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 615,024 | $7.42M | +204,329 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 600,310 | $7.24M | +16,237 | ↑ INC |
Equitable Holdings, Inc.CIK 0001333986 | 548,471 | $7.08M | +99,549 | ↑ INC |
Accel Wealth ManagementCIK 0001838226 | 504,396 | $6.08M | +1,814 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 458,924 | $5.53M | -37,137 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 409,373 | $4.94M | +5,791 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 371,808 | $4.48M | +357,679 | ↑ INC |
Ascentis Independent AdvisorsCIK 0001845003 | 368,364 | $4.44M | +192,518 | ↑ INC |
Evergreen Wealth Management, LLCCIK 0001965292 | 365,641 | $4.41M | +13,411 | ↑ INC |
Dynamic Advisor Solutions LLCCIK 0001599747 | 349,786 | $4.22M | +71,084 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 311,995 | $3.76M | -39,576 | ↓ DEC |
TRUIST FINANCIAL CORPCIK 0000092230 | 288,163 | $3.48M | -160,981 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 286,356 | $3.45M | -955,954 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +2,711,454 | $32.77M |
WELLS FARGO & COMPANY/MN↑ INC | +1,516,862 | $25.86M |
Independent Advisor Alliance↑ INC | +357,679 | $4.48M |
GUGGENHEIM CAPITAL LLC↑ INC | +204,329 | $7.42M |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +194,158 | $3.01M |
Ascentis Independent Advisors↑ INC | +192,518 | $4.44M |
Beta Wealth Group, Inc.NEW | +176,721 | $2.13M |
AG Asset Advisory, LLC↑ INC | +131,442 | $1.84M |
Equitable Holdings, Inc.↑ INC | +99,549 | $7.08M |
LPL Financial LLC↑ INC | +85,349 | $33.07M |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -955,954 | $3.45M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -353,277 | $2.79M |
Logan Stone Capital, LLC↓ DEC | -164,211 | $9.47M |
TRUIST FINANCIAL CORP↓ DEC | -160,981 | $3.48M |
JANE STREET GROUP, LLC↓ DEC | -138,891 | $2.53M |
Private Advisor Group, LLC↓ DEC | -129,341 | $7.92M |
AE Wealth Management LLC↓ DEC | -56,743 | $369.09K |
BANK OF AMERICA CORP /DE/↓ DEC | -39,576 | $3.76M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -37,137 | $5.53M |
Sunbelt Securities, Inc.↓ DEC | -28,439 | $43.42K |