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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 12,227,809 | $196.50M | +11,997,085 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,626,954 | $42.22M | +1,926,184 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,974,296 | $31.73M | +1,617,627 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,946,994 | $31.29M | +1,598,838 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,884,150 | $30.28M | +1,494,850 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,836,213 | $29.51M | +1,489,067 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,621,647 | $26.06M | +1,583,680 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 1,537,423 | $24.71M | +1,537,423 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,326,539 | $21.32M | +1,251,909 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,194,048 | $19.19M | +1,138,830 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,049,466 | $16.86M | +864,338 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 592,916 | $9.53M | +592,916 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 590,763 | $9.49M | +440,264 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 549,588 | $8.83M | +548,810 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 528,707 | $8.50M | +454,483 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 430,433 | $6.92M | +430,433 | NEW |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 430,893 | $6.91M | +390,541 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 407,322 | $6.55M | +322,204 | ↑ INC |
Twelve Points Wealth Management LLCCIK 0001877090 | 325,501 | $5.23M | +325,501 | NEW |
STIFEL FINANCIAL CORPCIK 0000720672 | 324,292 | $5.21M | +309,885 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 285,535 | $4.59M | +285,535 | NEW |
Cetera Investment AdvisersCIK 0001666741 | 262,227 | $4.21M | +234,800 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 247,485 | $3.98M | +229,735 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 246,272 | $3.96M | +236,261 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 245,116 | $3.94M | +220,626 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +11,997,085 | $196.50M |
WELLS FARGO & COMPANY/MN↑ INC | +1,926,184 | $42.22M |
LPL Financial LLC↑ INC | +1,617,627 | $31.73M |
Invesco Ltd.↑ INC | +1,598,838 | $31.29M |
Allspring Global Investments Holdings, LLC↑ INC | +1,583,680 | $26.06M |
Saba Capital Management, L.P.NEW | +1,537,423 | $24.71M |
UBS Group AG↑ INC | +1,494,850 | $30.28M |
RAYMOND JAMES FINANCIAL INC↑ INC | +1,489,067 | $29.51M |
BANK OF AMERICA CORP /DE/↑ INC | +1,251,909 | $21.32M |
Advisors Asset Management, Inc.↑ INC | +1,138,830 | $19.19M |
| Filer | Δ Shares | Value |
|---|---|---|
Integrated Wealth Concepts LLC↓ DEC | -10,082 | $1.20M |
Pinnacle Bancorp, Inc.↓ DEC | -1,704 | $1.54K |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC | -1,296 | $6.17K |
JPMORGAN CHASE & CO↓ DEC | -251 | $269.00 |