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 |
|---|---|---|---|---|
Ellis Investment Partners, LLCCIK 0001765590 | 1,259,914 | $24.90M | +33,153 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,161,453 | $22.95M | -179,691 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 743,010 | $14.68M | -10,486 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 689,438 | $13.62M | -145,387 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 678,179 | $13.40M | -7,851 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 600,823 | $11.87M | +51,660 | ↑ INC |
XML Financial, LLCCIK 0001800465 | 561,075 | $11.09M | +144,035 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 318,964 | $6.30M | +35,282 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 313,200 | $6.19M | +7,430 | ↑ INC |
UBS Group AGCIK 0001610520 | 254,023 | $5.02M | -5,024 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 157,517 | $3.11M | -1,245 | ↓ DEC |
Johnson Financial Group, Inc.CIK 0001477024 | 147,273 | $2.91M | -3,786 | ↓ DEC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 147,240 | $2.91M | +17,298 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 138,541 | $2.74M | +7,983 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 123,985 | $2.45M | -63,720 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 121,884 | $2.41M | -5,342 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 118,406 | $2.34M | -48,757 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 117,587 | $2.32M | -11,707 | ↓ DEC |
Koshinski Asset Management, Inc.CIK 0001633389 | 71,376 | $1.41M | -25,334 | ↓ DEC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 62,000 | $1.23M | +8,000 | ↑ INC |
Future Financial Wealth Managment LLCCIK 0001801892 | 57,270 | $1.18M | -58 | ↓ DEC |
BARTLETT & CO. WEALTH MANAGEMENT LLCCIK 0002010186 | 46,885 | $982.24K | -1,600 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 47,207 | $932.80K | +49 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 47,110 | $930.90K | +397 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 45,170 | $892.56K | +9,642 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
XML Financial, LLC↑ INC | +144,035 | $11.09M |
Cambridge Investment Research Advisors, Inc.↑ INC | +75,143 | $2.54K |
BANK OF AMERICA CORP /DE/↑ INC | +51,660 | $11.87M |
RAYMOND JAMES FINANCIAL INC↑ INC | +35,282 | $6.30M |
Ellis Investment Partners, LLC↑ INC | +33,153 | $24.90M |
INDEPENDENT FINANCIAL GROUP, LLC↑ INC | +26,936 | $757.48K |
HARBOUR INVESTMENTS, INC.↑ INC | +17,298 | $2.91M |
FIFTH THIRD BANCORP↑ INC | +16,487 | $521.66K |
Smith Asset Management Co., LLC↑ INC | +9,642 | $892.56K |
SHUFRO ROSE & CO LLC↑ INC | +8,000 | $1.23M |
| Filer | Δ Shares | Value |
|---|---|---|
READYSTATE ASSET MANAGEMENT LP↓ DEC | -213,694 | $546.88K |
MORGAN STANLEY↓ DEC | -179,691 | $22.95M |
AMERIPRISE FINANCIAL INC↓ DEC | -145,387 | $13.62M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -122,494 | $291.02K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -68,635 | $344.00K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -63,720 | $2.45M |
Kestra Advisory Services, LLC↓ DEC | -48,757 | $2.34M |
JANE STREET GROUP, LLC↓ DEC | -30,451 | $283.69K |
Mariner, LLC↓ DEC | -26,026 | $228.24K |
Koshinski Asset Management, Inc.↓ DEC | -25,334 | $1.41M |