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 | 1,946,401 | $51.91M | -71,027 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 1,636,959 | $43.66M | -33,820 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,248,095 | $33.29M | +7,722 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 779,442 | $20.79M | -33,555 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 745,857 | $19.89M | +2,177 | ↑ INC |
UBS Group AGCIK 0001610520 | 727,794 | $19.41M | +905 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 636,887 | $16.99M | +51,982 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 598,826 | $15.97M | +41,518 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 568,698 | $15.17M | +42,442 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 419,171 | $11.18M | +17,074 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 375,648 | $10.02M | +11,219 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 335,968 | $8.96M | -177,852 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 263,418 | $7.03M | -1,713 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 243,838 | $6.50M | +48,802 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 212,827 | $5.68M | +7,322 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 189,571 | $5.06M | -15,421 | ↓ DEC |
Cypress Capital Management LLC (WY)CIK 0001633896 | 177,931 | $4.85M | +15,332 | ↑ INC |
Advisor OS, LLCCIK 0001767580 | 127,390 | $3.40M | +127,390 | NEW |
D.A. DAVIDSON & CO.CIK 0001080107 | 100,726 | $2.69M | +9,195 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 73,344 | $1.96M | +62,718 | ↑ INC |
Ionic Capital Management LLCCIK 0001386462 | 66,113 | $1.76M | +4,271 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 65,532 | $1.75M | -10,288 | ↓ DEC |
PMG Family Office LLCCIK 0002102299 | 60,228 | $1.64M | +419 | ↑ INC |
MONECO ADVISORS, LLCCIK 0001765690 | 60,746 | $1.62M | -1,230 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 56,321 | $1.50M | +4,985 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Advisor OS, LLCNEW | +127,390 | $3.40M |
Kestra Advisory Services, LLC↑ INC | +62,718 | $1.96M |
LPL Financial LLC↑ INC | +51,982 | $16.99M |
Advisors Asset Management, Inc.↑ INC | +48,802 | $6.50M |
GUGGENHEIM CAPITAL LLC↑ INC | +42,442 | $15.17M |
Allspring Global Investments Holdings, LLC↑ INC | +41,518 | $15.97M |
MILLENNIUM MANAGEMENT LLC↑ INC | +17,653 | $658.43K |
RAYMOND JAMES FINANCIAL INC↑ INC | +17,074 | $11.18M |
Cypress Capital Management LLC (WY)↑ INC | +15,332 | $4.85M |
Tulsa Wealth Advisors, INCNEW | +15,007 | $400.24K |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLC↓ DEC | -177,852 | $8.96M |
MORGAN STANLEY↓ DEC | -71,027 | $51.91M |
NBC SECURITIES, INC.↓ DEC | -47,918 | $495.77K |
Western Wealth Management, LLC↓ DEC | -40,143 | $108.01K |
Karpus Management, Inc.↓ DEC | -33,820 | $43.66M |
Invesco Ltd.↓ DEC | -33,555 | $20.79M |
Baird Financial Group, Inc.↓ DEC | -29,960 | $567.03K |
Shulman DeMeo Asset Management LLC↓ DEC | -16,030 | $1.22M |
AMERIPRISE FINANCIAL INC↓ DEC | -15,421 | $5.06M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -10,288 | $1.75M |