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 |
|---|---|---|---|---|
Focus Partners WealthCIK 0001542153 | 1,335,518 | $18.38M | +12,414 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 372,043 | $5.12M | +121,464 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 294,894 | $4.06M | +15,985 | ↑ INC |
GatePass Capital, LLCCIK 0002087399 | 112,859 | $1.55M | -18,891 | ↓ DEC |
SCOTIA CAPITAL INC.CIK 0001335644 | 110,043 | $1.51M | +1,838 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 107,254 | $1.48M | -5,634 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 95,283 | $1.31M | +94,346 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 90,762 | $1.25M | +17,380 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 82,069 | $1.13M | -21,419 | ↓ DEC |
FIRST MANHATTAN CO. LLC.CIK 0000728083 | 44,280 | $609.29K | +4,270 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 32,040 | $440.87K | -1,081 | ↓ DEC |
Ancora Advisors LLCCIK 0001446114 | 22,887 | $314.93K | +4,417 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 21,372 | $294.08K | +606 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 21,188 | $291.54K | -73,161 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 20,778 | $285.90K | +575 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 19,872 | $273.44K | -18,129 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 19,292 | $265.45K | +1,292 | ↑ INC |
Sowell Financial Services LLCCIK 0001633697 | 17,933 | $246.76K | +564 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 16,813 | $231.35K | +529 | ↑ INC |
NBC SECURITIES, INC.CIK 0000791540 | 16,657 | $229.21K | -3,113 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 16,210 | $223.05K | +325 | ↑ INC |
TrueMark Investments, LLCCIK 0001974457 | 16,208 | $223.02K | +1,293 | ↑ INC |
Live Oak Private Wealth LLCCIK 0001799877 | 15,333 | $210.98K | +480 | ↑ INC |
PATRON PARTNERS, LLCCIK 0001841768 | 14,274 | $196.41K | +449 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 14,234 | $195.86K | +634 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +121,464 | $5.12M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +94,346 | $1.31M |
MORGAN STANLEY↑ INC | +17,380 | $1.25M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +15,985 | $4.06M |
Focus Partners Wealth↑ INC | +12,414 | $18.38M |
Detalus Advisors, LLCNEW | +10,443 | $143.70K |
Ancora Advisors LLC↑ INC | +4,417 | $314.93K |
FIRST MANHATTAN CO. LLC.↑ INC | +4,270 | $609.29K |
SCOTIA CAPITAL INC.↑ INC | +1,838 | $1.51M |
TrueMark Investments, LLC↑ INC | +1,293 | $223.02K |
| Filer | Δ Shares | Value |
|---|---|---|
Independent Advisor Alliance↓ DEC | -73,161 | $291.54K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -21,419 | $1.13M |
GatePass Capital, LLC↓ DEC | -18,891 | $1.55M |
Cetera Investment Advisers↓ DEC | -18,129 | $273.44K |
Advisors Asset Management, Inc.↓ DEC | -5,634 | $1.48M |
NBC SECURITIES, INC.↓ DEC | -3,113 | $229.21K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -1,546 | $162.66K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -1,081 | $440.87K |
Indiana Trust & Investment Management Co↓ DEC | -784 | $358.00 |
WELLS FARGO & COMPANY/MN↓ DEC | -704 | $153.68K |