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 | 237,702 | $3.58M | +72,153 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 152,955 | $2.32M | -9,692 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 111,800 | $1.68M | +39,750 | ↑ INC |
Gateway Wealth Partners, LLCCIK 0001966037 | 106,236 | $1.60M | +64,151 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 93,764 | $1.41M | -3,110 | ↓ DEC |
UBS Group AGCIK 0001610520 | 91,078 | $1.37M | -1,803 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 50,659 | $762.92K | +50,659 | NEW |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 42,761 | $643.98K | +7,020 | ↑ INC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 41,120 | $619.27K | +12,250 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 40,180 | $605.11K | +14,073 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 39,411 | $593.53K | -23,879 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 34,237 | $515.60K | -527 | ↓ DEC |
Cypress Wealth Services, LLCCIK 0001721527 | 32,500 | $489.45K | – | no_change |
Noble Wealth Management PBCCIK 0002055065 | 28,498 | $429.18K | +13,006 | ↑ INC |
Plancorp, LLCCIK 0001599579 | 21,069 | $329.10K | – | no_change |
River Street Advisors LLCCIK 0001964897 | 20,593 | $310.13K | – | no_change |
Apollon Wealth Management, LLCCIK 0001764387 | 19,535 | $294.20K | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 12,937 | $194.83K | +127 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 12,129 | $182.66K | +12,129 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 12,088 | $182.04K | – | no_change |
XML Financial, LLCCIK 0001800465 | 10,000 | $150.60K | -500 | ↓ DEC |
Ritter Daniher Financial Advisory LLC / DECIK 0001936603 | 444 | $6.69K | +7 | ↑ INC |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 250 | $3.77K | -750 | ↓ DEC |
Janney Montgomery Scott LLCCIK 0001329948 | 11,309 | $170.00 | +71 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +72,153 | $3.58M |
Gateway Wealth Partners, LLC↑ INC | +64,151 | $1.60M |
GUGGENHEIM CAPITAL LLCNEW | +50,659 | $762.92K |
Rockefeller Capital Management L.P.↑ INC | +39,750 | $1.68M |
LPL Financial LLC↑ INC | +14,073 | $605.11K |
Noble Wealth Management PBC↑ INC | +13,006 | $429.18K |
Concurrent Investment Advisors, LLC↑ INC | +12,250 | $619.27K |
CITADEL ADVISORS LLCNEW | +12,129 | $182.66K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +7,020 | $643.98K |
STIFEL FINANCIAL CORP↑ INC | +127 | $194.83K |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -23,879 | $593.53K |
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -9,692 | $2.32M |
ROYAL BANK OF CANADA↓ DEC | -3,110 | $1.41M |
UBS Group AG↓ DEC | -1,803 | $1.37M |
HIGHLINE WEALTH PARTNERS LLC↓ DEC | -750 | $3.77K |
OSAIC HOLDINGS, INC.↓ DEC | -527 | $515.60K |
XML Financial, LLC↓ DEC | -500 | $150.60K |