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 |
|---|---|---|---|---|
Metis Global Partners, LLCCIK 0001594916 | 6,590,713 | $294.08M | +440,219 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 6,353,639 | $273.21M | +1,986,121 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,414,960 | $152.38M | -404,342 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 2,272,206 | $101.39M | +212,547 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,258,207 | $100.76M | -61,523 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,679,792 | $74.95M | -56,882 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 1,534,681 | $68.48M | -299,089 | ↓ DEC |
Ethos Financial Group, LLCCIK 0001954242 | 1,024,396 | $45.70M | +27,071 | ↑ INC |
Almanack Investment Partners, LLC.CIK 0001680613 | 997,108 | $44.49M | -8,128 | ↓ DEC |
Waverly Advisors, LLCCIK 0001568787 | 953,728 | $42.56M | +926,753 | ↑ INC |
Mirae Asset Global Investments Co., Ltd.CIK 0001569395 | 754,550 | $33.67M | +133,000 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 708,698 | $31.62M | -298,622 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 692,666 | $30.91M | +152,348 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 663,505 | $29.61M | +35,261 | ↑ INC |
Global View Capital Management LLCCIK 0001994495 | 659,552 | $29.43M | +574,131 | ↑ INC |
Quadrature Capital LtdCIK 0001651424 | 620,280 | $27.68M | +612,920 | ↑ INC |
GUARDIAN POINT CAPITAL, LPCIK 0001595932 | 600,000 | $26.77M | -700,000 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 582,230 | $25.98M | +150,884 | ↑ INC |
London & Capital Asset Management LtdCIK 0001767559 | 574,688 | $25.64M | -41,887 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 556,675 | $24.84M | -23,661 | ↓ DEC |
MAI Capital ManagementCIK 0001040197 | 541,739 | $24.17M | -7,881 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 525,172 | $23.43M | -66,493 | ↓ DEC |
Encompass More Asset ManagementCIK 0002011218 | 506,872 | $22.62M | +135,567 | ↑ INC |
BFSG, LLCCIK 0001706836 | 499,442 | $22.29M | +2,093 | ↑ INC |
Towneley Capital Management, Inc / DECIK 0002004980 | 497,813 | $22.21M | -86,989 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↑ INC | +1,986,121 | $273.21M |
Waverly Advisors, LLC↑ INC | +926,753 | $42.56M |
Quadrature Capital Ltd↑ INC | +612,920 | $27.68M |
Global View Capital Management LLC↑ INC | +574,131 | $29.43M |
Metis Global Partners, LLC↑ INC | +440,219 | $294.08M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +238,289 | $19.69M |
LPL Financial LLC↑ INC | +212,547 | $101.39M |
GOLDMAN SACHS GROUP INC↑ INC | +154,510 | $7.60M |
Kestra Advisory Services, LLC↑ INC | +152,348 | $30.91M |
Baird Financial Group, Inc.↑ INC | +150,884 | $25.98M |
| Filer | Δ Shares | Value |
|---|---|---|
GUARDIAN POINT CAPITAL, LP↓ DEC | -700,000 | $26.77M |
E Fund Management Co., Ltd.↓ DEC | -446,401 | $13.69M |
BANK OF AMERICA CORP /DE/↓ DEC | -404,342 | $152.38M |
HighTower Advisors, LLC↓ DEC | -299,089 | $68.48M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -298,622 | $31.62M |
JANE STREET GROUP, LLC↓ DEC | -242,743 | $10.17M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -213,733 | $12.61M |
Ameliora Wealth Management Ltd.↓ DEC | -117,204 | $21.02M |
Savvy Advisors, Inc.↓ DEC | -111,307 | $15.56M |
AMERIPRISE FINANCIAL INC↓ DEC | -103,469 | $11.28M |