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 | 1,149,252 | $16.71M | -224,704 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 523,424 | $7.61M | +70,078 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 457,435 | $6.65M | +66,631 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 227,761 | $3.31M | -4,979 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 170,368 | $2.48M | +20,480 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 164,950 | $2.40M | -13,486 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 119,613 | $1.74M | +1,213 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 103,633 | $1.51M | +12,045 | ↑ INC |
UBS Group AGCIK 0001610520 | 90,870 | $1.32M | +78,477 | ↑ INC |
LexAurum Advisors, LLCCIK 0001729677 | 88,785 | $1.29M | -3,214 | ↓ DEC |
Beacon Capital Management, Inc.CIK 0001575301 | 83,500 | $1.21M | – | no_change |
World Investment AdvisorsCIK 0001652594 | 65,550 | $953.10K | +33,900 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 64,351 | $935.66K | +1,582 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 57,103 | $830.28K | +24,781 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 44,658 | $649.33K | +7,305 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 37,671 | $547.74K | +10,942 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 36,191 | $526.22K | +23,291 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 35,835 | $521.04K | +16,745 | ↑ INC |
Prospera Financial Services IncCIK 0001541625 | 25,476 | $370.46K | -2,373 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 24,592 | $357.58K | +1,354 | ↑ INC |
ALLIUM FINANCIAL ADVISORS, LLCCIK 0002067277 | 24,054 | $349.75K | +10,408 | ↑ INC |
Advisory Advocates, LLCCIK 0002111697 | 22,730 | $330.49K | +1,025 | ↑ INC |
Concorde Asset Management, LLCCIK 0001631773 | 22,350 | $324.97K | -1,800 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 14,688 | $213.56K | +1,877 | ↑ INC |
Samalin Investment Counsel, LLCCIK 0001544366 | 14,074 | $204.64K | -1,186 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↑ INC | +78,477 | $1.32M |
Pathstone Holdings, LLC↑ INC | +70,078 | $7.61M |
Advisors Asset Management, Inc.↑ INC | +66,631 | $6.65M |
World Investment Advisors↑ INC | +33,900 | $953.10K |
Invesco Ltd.↑ INC | +24,781 | $830.28K |
INDEPENDENT FINANCIAL GROUP, LLC↑ INC | +23,291 | $526.22K |
ROYAL BANK OF CANADA↑ INC | +20,480 | $2.48M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +16,745 | $521.04K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +12,045 | $1.51M |
OPPENHEIMER & CO INC↑ INC | +10,942 | $547.74K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -224,704 | $16.71M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -13,486 | $2.40M |
BlackRock, Inc.↓ DEC | -7,019 | $2.33K |
BANK OF AMERICA CORP /DE/↓ DEC | -4,979 | $3.31M |
ADAPT WEALTH ADVISORS, LLC↓ DEC | -4,625 | $185.97K |
LexAurum Advisors, LLC↓ DEC | -3,214 | $1.29M |
Cetera Investment Advisers↓ DEC | -2,807 | $155.74K |
CWM, LLC↓ DEC | -2,508 | $2.15K |
Prospera Financial Services Inc↓ DEC | -2,373 | $370.46K |
Concorde Asset Management, LLC↓ DEC | -1,800 | $324.97K |