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 |
|---|---|---|---|---|
WELLS FARGO & COMPANY/MNCIK 0000072971 | 404,253 | $15.33M | -3,237 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 311,540 | $11.82M | -13,770 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 211,531 | $8.02M | +3,608 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 195,321 | $7.41M | +10,929 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 186,368 | $7.07M | +82,788 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 166,575 | $6.32M | +56,318 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 100,908 | $3.83M | +20,041 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 93,975 | $3.56M | -31,576 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 78,064 | $2.96M | +2,725 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 76,670 | $2.91M | +78 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 66,224 | $2.51M | +60,390 | ↑ INC |
Advisory Advocates, LLCCIK 0002111697 | 47,309 | $1.79M | +13,045 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 44,919 | $1.70M | +1,378 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 44,831 | $1.70M | -30,757 | ↓ DEC |
Aviance Capital Partners, LLCCIK 0001542383 | 44,424 | $1.68M | +200 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 37,806 | $1.43M | +3,930 | ↑ INC |
UBS Group AGCIK 0001610520 | 33,218 | $1.26M | -1,200 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 29,254 | $1.14M | +440 | ↑ INC |
Kingsview Wealth Management, LLCCIK 0001791965 | 29,450 | $1.12M | -321 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 26,595 | $1.01M | -1,203 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 23,955 | $908.61K | – | no_change |
Advisors Asset Management, Inc.CIK 0001297376 | 23,503 | $891.47K | +13,173 | ↑ INC |
World Investment AdvisorsCIK 0001652594 | 23,466 | $890.07K | +8,809 | ↑ INC |
IHT Wealth Management, LLCCIK 0001697490 | 22,183 | $841.40K | -937 | ↓ DEC |
LAUREL OAK WEALTH MANAGEMENT, LLCCIK 0002111403 | 21,649 | $821.15K | -2,263 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Karpus Management, Inc.↑ INC | +82,788 | $7.07M |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +60,390 | $2.51M |
BANK OF AMERICA CORP /DE/↑ INC | +56,318 | $6.32M |
COHEN & STEERS, INC.NEW | +30,000 | $1.14K |
Shaker Financial Services, LLC↑ INC | +20,041 | $3.83M |
Advisors Asset Management, Inc.↑ INC | +13,173 | $891.47K |
Advisory Advocates, LLC↑ INC | +13,045 | $1.79M |
LPL Financial LLC↑ INC | +10,929 | $7.41M |
World Investment Advisors↑ INC | +8,809 | $890.07K |
CHOREO, LLCNEW | +5,419 | $205.55K |
| Filer | Δ Shares | Value |
|---|---|---|
ROYAL BANK OF CANADA↓ DEC | -31,576 | $3.56M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -30,757 | $1.70M |
MORGAN STANLEY↓ DEC | -13,770 | $11.82M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -5,685 | $447.42K |
WELLS FARGO & COMPANY/MN↓ DEC | -3,237 | $15.33M |
LAUREL OAK WEALTH MANAGEMENT, LLC↓ DEC | -2,263 | $821.15K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -2,018 | $296.65K |
Concurrent Investment Advisors, LLC↓ DEC | -1,717 | $320.01K |
OSAIC HOLDINGS, INC.↓ DEC | -1,203 | $1.01M |
UBS Group AG↓ DEC | -1,200 | $1.26M |