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 | 698,953 | $3.75M | +20,583 | ↑ INC |
BENJAMIN EDWARDS INCCIK 0001451623 | 450,393 | $2.41M | +15,601 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 289,620 | $1.55M | -38,165 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 283,126 | $1.52M | -86,455 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 230,313 | $1.23M | -57,016 | ↓ DEC |
MILESTONE ASSET MANAGEMENT, LLCCIK 0001964722 | 147,191 | $788.95K | -25,326 | ↓ DEC |
Medallion Wealth Advisors, LLCCIK 0002131139 | 111,352 | $596.85K | -1,373 | ↓ DEC |
SILVER OAK SECURITIES, INCORPORATEDCIK 0001080576 | 99,367 | $532.61K | -3,775 | ↓ DEC |
Bravias Capital Group, LLCCIK 0002054328 | 76,850 | $411.92K | +582 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 73,106 | $391.85K | +1,259 | ↑ INC |
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758 | 71,650 | $384.04K | +150 | ↑ INC |
Keystone Financial GroupCIK 0001729299 | 62,463 | $334.80K | +4,522 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 53,824 | $288.50K | -4,198 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 51,834 | $277.83K | -8,450 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 49,560 | $265.64K | -40,890 | ↓ DEC |
Equitable Holdings, Inc.CIK 0001333986 | 46,302 | $257.90K | +4,459 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 41,202 | $220.84K | +1,386 | ↑ INC |
Straight Path Wealth ManagementCIK 0001902506 | 39,900 | $213.86K | +1,000 | ↑ INC |
Owen LaRue, LLCCIK 0001965328 | 33,448 | $179.28K | -18,939 | ↓ DEC |
Mutual Advisors, LLCCIK 0001694080 | 30,794 | $165.06K | +14,105 | ↑ INC |
Compound Planning, Inc.CIK 0001978879 | 29,639 | $158.87K | -450 | ↓ DEC |
Van Diest Capital, LLCCIK 0002111825 | 25,292 | $135.57K | +25,292 | NEW |
Ameritas Advisory Services, LLCCIK 0001901275 | 24,909 | $133.51K | – | no_change |
Kovack Advisors, Inc.CIK 0001728321 | 23,575 | $129.39K | +9 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 22,376 | $119.94K | +4,553 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Van Diest Capital, LLCNEW | +25,292 | $135.57K |
MORGAN STANLEY↑ INC | +20,583 | $3.75M |
BENJAMIN EDWARDS INC↑ INC | +15,601 | $2.41M |
Mutual Advisors, LLC↑ INC | +14,105 | $165.06K |
CAPTRUST FINANCIAL ADVISORSNEW | +12,834 | $68.79K |
TRUIST FINANCIAL CORPNEW | +11,784 | $63.16K |
Virtu Financial LLC↑ INC | +6,766 | $153.00 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +5,720 | $30.94K |
Focus Partners Wealth↑ INC | +5,266 | $117.96K |
FIFTH THIRD BANCORP↑ INC | +4,726 | $28.38K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -386,316 | $117.66K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -241,008 | $6.77K |
LPL Financial LLC↓ DEC | -86,455 | $1.52M |
OSAIC HOLDINGS, INC.↓ DEC | -57,016 | $1.23M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -40,890 | $265.64K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -38,165 | $1.55M |
MILESTONE ASSET MANAGEMENT, LLC↓ DEC | -25,326 | $788.95K |
Owen LaRue, LLC↓ DEC | -18,939 | $179.28K |
Allworth Financial LP↓ DEC | -12,625 | $536.00 |
Mariner, LLC↓ DEC | -8,450 | $277.83K |