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 |
|---|---|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 431,397 | $6.11M | +36,540 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 395,336 | $5.39M | -3,193 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 239,842 | $3.27M | -602 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 229,863 | $3.13M | -89,726 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 226,459 | $3.09M | -1,971 | ↓ DEC |
U.S. Capital Wealth Advisors, LLCCIK 0001808915 | 179,728 | $2.45M | +13,825 | ↑ INC |
UBS Group AGCIK 0001610520 | 168,540 | $2.30M | +8,608 | ↑ INC |
ProVise Management Group, LLCCIK 0001305707 | 167,888 | $2.29M | -1,468 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 132,982 | $1.81M | +37,377 | ↑ INC |
Gateway Wealth Partners, LLCCIK 0001966037 | 115,380 | $1.57M | +73,345 | ↑ INC |
Wagner Wealth Management, LLCCIK 0001728657 | 107,967 | $1.47M | -1,787 | ↓ DEC |
Arkadios Wealth AdvisorsCIK 0001800798 | 107,967 | $1.47M | +107,967 | NEW |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 106,317 | $1.45M | +106,317 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 105,918 | $1.44M | +34,921 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 88,696 | $1.21M | +27,436 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 59,865 | $815.91K | -20,981 | ↓ DEC |
Samalin Investment Counsel, LLCCIK 0001544366 | 54,560 | $743.66K | -7,064 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 53,860 | $734.11K | +5,518 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 50,518 | $688.56K | +3,752 | ↑ INC |
Apollon Wealth Management, LLCCIK 0001764387 | 44,430 | $605.58K | -435 | ↓ DEC |
Estate Planners Group, LLCCIK 0002118977 | 42,103 | $573.86K | -1,740 | ↓ DEC |
XML Financial, LLCCIK 0001800465 | 41,200 | $561.56K | +8,500 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 33,633 | $458.42K | +14,064 | ↑ INC |
&PARTNERSCIK 0000107136 | 32,738 | $446.22K | +242 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 24,985 | $340.56K | +565 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Arkadios Wealth AdvisorsNEW | +107,967 | $1.47M |
GUGGENHEIM CAPITAL LLCNEW | +106,317 | $1.45M |
Gateway Wealth Partners, LLC↑ INC | +73,345 | $1.57M |
Rockefeller Capital Management L.P.↑ INC | +37,377 | $1.81M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +36,540 | $6.11M |
RAYMOND JAMES FINANCIAL INC↑ INC | +34,921 | $1.44M |
LPL Financial LLC↑ INC | +27,436 | $1.21M |
HighTower Advisors, LLC↑ INC | +14,064 | $458.42K |
U.S. Capital Wealth Advisors, LLC↑ INC | +13,825 | $2.45M |
RIVERNORTH CAPITAL MANAGEMENT, LLCNEW | +13,382 | $182.40K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -89,726 | $3.13M |
STIFEL FINANCIAL CORP↓ DEC | -20,981 | $815.91K |
Samalin Investment Counsel, LLC↓ DEC | -7,064 | $743.66K |
WEDBUSH SECURITIES INC↓ DEC | -4,838 | $740.00 |
EverSource Wealth Advisors, LLC↓ DEC | -4,255 | $74.55K |
WELLS FARGO & COMPANY/MN↓ DEC | -3,193 | $5.39M |
Steward Partners Investment Advisory, LLC↓ DEC | -2,696 | $81.23K |
Advisors Asset Management, Inc.↓ DEC | -1,971 | $3.09M |
Wagner Wealth Management, LLC↓ DEC | -1,787 | $1.47M |
Estate Planners Group, LLC↓ DEC | -1,740 | $573.86K |