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 | 1,199,153 | $13.36M | -17,727 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 775,282 | $8.64M | +32,729 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 339,631 | $3.78M | +5,645 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 300,195 | $3.34M | -27,906 | ↓ DEC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 249,465 | $2.78M | +18,051 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 186,701 | $2.08M | -82,679 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 159,847 | $1.78M | -1,891 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 142,125 | $1.58M | +17,474 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 139,784 | $1.56M | -4,165 | ↓ DEC |
Everstar Asset Management, LLCCIK 0002023744 | 77,948 | $868.34K | -1,700 | ↓ DEC |
Samalin Investment Counsel, LLCCIK 0001544366 | 75,591 | $842.08K | +100 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 71,941 | $801.42K | +4,062 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 62,446 | $695.65K | +10,111 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 60,733 | $676.57K | +4,972 | ↑ INC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 57,500 | $640.55K | – | no_change |
PATTEN & PATTEN INC/TNCIK 0001044905 | 48,267 | $537.69K | +3,966 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 46,792 | $521.26K | -3,829 | ↓ DEC |
Pallas Capital Advisors LLCCIK 0001862282 | 42,499 | $473.44K | – | no_change |
Marshall & Sterling Wealth Advisors Inc.CIK 0002056315 | 40,109 | $446.82K | -2,099 | ↓ DEC |
SCHNIEDERS CAPITAL MANAGEMENT, LLC.CIK 0002057056 | 35,110 | $391.13K | – | no_change |
NWF Advisory Services Inc.CIK 0002045735 | 33,425 | $372.36K | +900 | ↑ INC |
Stratos Wealth Advisors, LLCCIK 0001707202 | 30,664 | $341.60K | +68 | ↑ INC |
Weinberger Asset Management, IncCIK 0002051705 | 30,348 | $338.08K | -980 | ↓ DEC |
ACCESS FINANCIAL SERVICES, INC.CIK 0001699622 | 29,900 | $333.09K | -10,077 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 29,338 | $326.83K | -728 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↑ INC | +32,729 | $8.64M |
FIFTH THIRD BANCORP↑ INC | +26,656 | $309.81K |
INDEPENDENT FINANCIAL GROUP, LLC↑ INC | +18,051 | $2.78M |
AMERIPRISE FINANCIAL INC↑ INC | +17,474 | $1.58M |
SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | +11,495 | $128.05K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +10,338 | $115.18K |
RAYMOND JAMES FINANCIAL INC↑ INC | +10,111 | $695.65K |
Smith Asset Management Co., LLC↑ INC | +5,645 | $3.78M |
BANK OF AMERICA CORP /DE/↑ INC | +4,972 | $676.57K |
Private Advisor Group, LLC↑ INC | +4,062 | $801.42K |
| Filer | Δ Shares | Value |
|---|---|---|
READYSTATE ASSET MANAGEMENT LP↓ DEC | -129,900 | $260.50K |
LPL Financial LLC↓ DEC | -82,679 | $2.08M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -64,419 | $291.21K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -64,373 | $2.19K |
WealthBridge Capital Management, LLC↓ DEC | -42,292 | $288.47K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -27,906 | $3.34M |
MORGAN STANLEY↓ DEC | -17,727 | $13.36M |
ACCESS FINANCIAL SERVICES, INC.↓ DEC | -10,077 | $333.09K |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -4,947 | $99.05K |
Cetera Investment Advisers↓ DEC | -4,165 | $1.56M |