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 |
|---|---|---|---|---|
DKM Wealth Management, Inc.CIK 0002055833 | 301,449 | $13.96M | +6,587 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 169,289 | $7.84M | -729 | ↓ DEC |
DIVERSIFIED MANAGEMENT INCCIK 0000922372 | 117,969 | $5.46M | +1,175 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 90,319 | $4.18M | -1,644 | ↓ DEC |
Mesirow Financial Investment Management, Inc.CIK 0001469475 | 75,349 | $3.49M | +37,598 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 74,530 | $3.45M | +3,113 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 68,318 | $3.16M | +7,495 | ↑ INC |
Hara Capital LLCCIK 0002010015 | 64,739 | $3.00M | -25,726 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 58,958 | $2.73M | +8,116 | ↑ INC |
Keating Financial Advisory Services, Inc.CIK 0002103443 | 41,273 | $1.91M | +15,690 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 32,236 | $1.49M | -460 | ↓ DEC |
Anchor Investment Management, LLCCIK 0001634149 | 31,977 | $1.48M | +92 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 31,921 | $1.48M | +1,434 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 30,205 | $1.40M | +10,881 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 28,226 | $1.31M | -119 | ↓ DEC |
US BANCORP \DE\CIK 0000036104 | 24,800 | $1.15M | – | no_change |
LPL Financial LLCCIK 0001403438 | 21,312 | $987.15K | -973 | ↓ DEC |
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045 | 19,171 | $888.00K | +13,207 | ↑ INC |
Chemistry Wealth Management LLCCIK 0001910183 | 15,696 | $727.04K | -5,290 | ↓ DEC |
Baltimore-Washington Financial Advisors, Inc.CIK 0001555486 | 14,955 | $692.72K | – | no_change |
&PARTNERSCIK 0000107136 | 14,874 | $686.35K | -1,808 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 13,938 | $645.62K | -1,169 | ↓ DEC |
PECAUT & CO.CIK 0001597200 | 13,453 | $623.14K | +142 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 12,651 | $586.00K | -558 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 11,930 | $552.60K | -234 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Mesirow Financial Investment Management, Inc.↑ INC | +37,598 | $3.49M |
Keating Financial Advisory Services, Inc.↑ INC | +15,690 | $1.91M |
CARY STREET PARTNERS FINANCIAL LLC↑ INC | +13,207 | $888.00K |
Shaker Financial Services, LLC↑ INC | +10,881 | $1.40M |
RAYMOND JAMES FINANCIAL INC↑ INC | +8,116 | $2.73M |
WELLS FARGO & COMPANY/MN↑ INC | +7,495 | $3.16M |
DKM Wealth Management, Inc.↑ INC | +6,587 | $13.96M |
Pinnacle Financial Partners, Inc.NEW | +5,032 | $233.11K |
SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | +4,319 | $200.06K |
FIRST TRUST ADVISORS LP↑ INC | +3,113 | $3.45M |
| Filer | Δ Shares | Value |
|---|---|---|
Align Financial, LLC↓ DEC | -149,747 | $154.97K |
Hara Capital LLC↓ DEC | -25,726 | $3.00M |
Chemistry Wealth Management LLC↓ DEC | -5,290 | $727.04K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -2,942 | $64.80K |
Russell Investments Group, Ltd.↓ DEC | -2,600 | $139.00 |
OSAIC HOLDINGS, INC.↓ DEC | -1,928 | $316.57K |
&PARTNERS↓ DEC | -1,808 | $686.35K |
MORGAN STANLEY↓ DEC | -1,644 | $4.18M |
BANK OF AMERICA CORP /DE/↓ DEC | -1,169 | $645.62K |
LPL Financial LLC↓ DEC | -973 | $987.15K |