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 | 1,892,996 | $21.01M | +160,435 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 534,673 | $5.93M | +33,654 | ↑ INC |
Arete Wealth Advisors, LLCCIK 0001600151 | 437,265 | $4.87M | +60,096 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 322,246 | $3.58M | +10,785 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 291,252 | $3.23M | +14,463 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 274,406 | $3.05M | -109,983 | ↓ DEC |
Yakira Capital Management, Inc.CIK 0001584639 | 267,206 | $2.97M | -179,462 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 205,141 | $2.28M | +7,216 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 172,618 | $1.92M | -12,272 | ↓ DEC |
Everstar Asset Management, LLCCIK 0002023744 | 168,526 | $1.87M | +33,059 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 164,103 | $1.82M | -11,780 | ↓ DEC |
Tennessee Valley Asset Management PartnersCIK 0001826790 | 131,124 | $1.46M | -6,711 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 122,676 | $1.36M | +1,899 | ↑ INC |
Quarry LPCIK 0001965207 | 119,886 | $1.33M | -33,684 | ↓ DEC |
Marks Group Wealth Management, IncCIK 0001802473 | 107,869 | $1.20M | -7,530 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 102,701 | $1.14M | -17,102 | ↓ DEC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 86,686 | $962.22K | -1,166 | ↓ DEC |
NOMURA HOLDINGS INCCIK 0001163653 | 83,864 | $930.89K | – | no_change |
Opal Wealth Advisors, LLCCIK 0001844201 | 68,577 | $761.21K | -1,266 | ↓ DEC |
Allworth Financial LPCIK 0001555170 | 64,628 | $717.37K | +12,835 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 61,646 | $684.28K | -25,653 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 61,335 | $680.82K | +22,859 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 59,889 | $664.76K | +179 | ↑ INC |
Advisor OS, LLCCIK 0001767580 | 58,971 | $654.58K | -525 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 52,949 | $587.73K | +1,380 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +160,435 | $21.01M |
Penserra Capital Management LLC↑ INC | +81,742 | $8.28K |
Arete Wealth Advisors, LLC↑ INC | +60,096 | $4.87M |
LPL Financial LLC↑ INC | +33,654 | $5.93M |
Everstar Asset Management, LLC↑ INC | +33,059 | $1.87M |
Shaker Financial Services, LLC↑ INC | +22,859 | $680.82K |
Gateway Wealth Partners, LLC↑ INC | +16,043 | $290.44K |
WELLS FARGO & COMPANY/MN↑ INC | +14,463 | $3.23M |
CWM, LLC↑ INC | +13,654 | $158.48K |
Allworth Financial LP↑ INC | +12,835 | $717.37K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -273,018 | $27.73K |
Yakira Capital Management, Inc.↓ DEC | -179,462 | $2.97M |
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -109,983 | $3.05M |
Quarry LP↓ DEC | -33,684 | $1.33M |
STIFEL FINANCIAL CORP↓ DEC | -25,653 | $684.28K |
OSAIC HOLDINGS, INC.↓ DEC | -17,102 | $1.14M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -12,272 | $1.92M |
PRINCIPAL SECURITIES, INC.↓ DEC | -11,780 | $1.82M |
Marks Group Wealth Management, Inc↓ DEC | -7,530 | $1.20M |
Tennessee Valley Asset Management Partners↓ DEC | -6,711 | $1.46M |