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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,766,470 | $26.37M | -12,504 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 432,943 | $6.46M | -22,484 | ↓ DEC |
Z3 Capital Partners, LLCCIK 0002127787 | 420,339 | $6.28M | +21,354 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 300,667 | $4.49M | +35,847 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 250,760 | $3.74M | +84,346 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 145,578 | $2.18M | -57,113 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 124,673 | $1.86M | -62,655 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 97,544 | $1.46M | -67,013 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 83,098 | $1.24M | -108,137 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 81,959 | $1.22M | +14,787 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 80,692 | $1.21M | +3,630 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 80,437 | $1.20M | +12,049 | ↑ INC |
Yakira Capital Management, Inc.CIK 0001584639 | 73,285 | $1.09M | -17,937 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 66,697 | $995.79K | +1,200 | ↑ INC |
Quarry LPCIK 0001965207 | 58,119 | $867.72K | -240 | ↓ DEC |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 54,028 | $806.64K | -29,861 | ↓ DEC |
CHAPIN DAVIS, INC.CIK 0000872098 | 52,016 | $776.61K | -9,800 | ↓ DEC |
Wealth Care LLCCIK 0002120450 | 49,294 | $735.97K | +49,294 | NEW |
Calamos Advisors LLCCIK 0001316507 | 41,404 | $618.16K | +4,930 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 33,749 | $503.87K | -1,107 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 30,626 | $458.78K | -200 | ↓ DEC |
AlphaStar Capital Management, LLCCIK 0001633857 | 29,567 | $441.44K | -26,038 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 26,024 | $388.54K | +661 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 25,888 | $386.51K | +1,600 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 24,583 | $367.02K | +207 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLCNEW | +385,415 | $5.75K |
Steward Partners Investment Advisory, LLC↑ INC | +84,346 | $3.74M |
Wealth Care LLCNEW | +49,294 | $735.97K |
WELLS FARGO & COMPANY/MN↑ INC | +35,847 | $4.49M |
Z3 Capital Partners, LLC↑ INC | +21,354 | $6.28M |
FIFTH THIRD BANCORPNEW | +18,500 | $276.20K |
ECLECTIC ASSOCIATES INC /ADVNEW | +16,125 | $240.75K |
LPL Financial LLC↑ INC | +14,787 | $1.22M |
LEVEL FOUR ADVISORY SERVICES, LLCNEW | +12,192 | $182.04K |
OSAIC HOLDINGS, INC.↑ INC | +12,049 | $1.20M |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -108,137 | $1.24M |
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC | -67,013 | $1.46M |
Advisors Asset Management, Inc.↓ DEC | -62,655 | $1.86M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -57,876 | $41.50K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -57,113 | $2.18M |
UBS Group AG↓ DEC | -32,211 | $148.78K |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -29,861 | $806.64K |
AlphaStar Capital Management, LLC↓ DEC | -26,038 | $441.44K |
MORGAN STANLEY↓ DEC | -22,484 | $6.46M |
Yakira Capital Management, Inc.↓ DEC | -17,937 | $1.09M |