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 |
|---|---|---|---|---|
Gateway Wealth Partners, LLCCIK 0001966037 | 291,298 | $4.28M | +159,344 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 218,806 | $3.21M | -41,792 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 200,131 | $2.94M | +7,598 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 197,814 | $2.91M | -389 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 195,309 | $2.89M | +26,770 | ↑ INC |
UBS Group AGCIK 0001610520 | 104,339 | $1.53M | -170 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 101,846 | $1.50M | +101,846 | NEW |
OPPENHEIMER & CO INCCIK 0000822581 | 41,214 | $605.43K | -2,620 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 38,401 | $564.11K | -430 | ↓ DEC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 36,484 | $535.96K | +16,984 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 32,347 | $475.19K | +265 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 24,802 | $364.34K | +24,802 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 24,712 | $363.02K | -292 | ↓ DEC |
River Street Advisors LLCCIK 0001964897 | 24,321 | $357.28K | – | no_change |
TT Capital Management LLCCIK 0002056338 | 17,100 | $251.20K | – | no_change |
&PARTNERSCIK 0000107136 | 16,089 | $236.35K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 15,457 | $227.07K | +3,029 | ↑ INC |
PFG Investments, LLCCIK 0001973224 | 12,871 | $189.07K | +7 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 10,842 | $159.27K | – | no_change |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 2,500 | $36.73K | – | no_change |
Noble Wealth Management PBCCIK 0002055065 | 1,200 | $17.63K | +400 | ↑ INC |
PRIVATE TRUST CO NACIK 0001277557 | 775 | $11.38K | – | no_change |
WEDBUSH SECURITIES INCCIK 0001142495 | 14,847 | $218.00 | -700 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Gateway Wealth Partners, LLC↑ INC | +159,344 | $4.28M |
GUGGENHEIM CAPITAL LLCNEW | +101,846 | $1.50M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +26,770 | $2.89M |
RIVERNORTH CAPITAL MANAGEMENT, LLCNEW | +24,802 | $364.34K |
HARBOUR INVESTMENTS, INC.↑ INC | +16,984 | $535.96K |
ROYAL BANK OF CANADA↑ INC | +7,598 | $2.94M |
OSAIC HOLDINGS, INC.↑ INC | +3,029 | $227.07K |
Noble Wealth Management PBC↑ INC | +400 | $17.63K |
STIFEL FINANCIAL CORP↑ INC | +265 | $475.19K |
PFG Investments, LLC↑ INC | +7 | $189.07K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -41,792 | $3.21M |
OPPENHEIMER & CO INC↓ DEC | -2,620 | $605.43K |
WEDBUSH SECURITIES INC↓ DEC | -700 | $218.00 |
Closed-End Fund Advisors, Inc.↓ DEC | -430 | $564.11K |
WELLS FARGO & COMPANY/MN↓ DEC | -389 | $2.91M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -292 | $363.02K |
UBS Group AG↓ DEC | -170 | $1.53M |