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 |
|---|---|---|---|---|
UBS Group AGCIK 0001610520 | 1,843,177 | $38.97M | +56,687 | ↑ INC |
DKM Wealth Management, Inc.CIK 0002055833 | 964,573 | $20.40M | +11,581 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 773,380 | $16.35M | +52,002 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 722,199 | $15.27M | +135,372 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 626,909 | $13.26M | -70,547 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 592,552 | $12.50M | -82,853 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 483,809 | $10.23M | +73,401 | ↑ INC |
Kera Capital Partners, Inc.CIK 0002040353 | 453,342 | $9.59M | +18,441 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 447,955 | $9.47M | -43,324 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 303,728 | $6.42M | +42,989 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 157,048 | $3.32M | -286 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 128,476 | $2.72M | +42,898 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 115,774 | $2.45M | -6,062 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 102,350 | $2.16M | +17,847 | ↑ INC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 92,046 | $1.95M | +7,808 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 83,850 | $1.77M | +32 | ↑ INC |
Alessandra Capital Management, LLCCIK 0002132506 | 82,646 | $1.75M | -1,088 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 79,288 | $1.68M | +12,234 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 73,216 | $1.56M | -81,559 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 69,502 | $1.47M | -162,255 | ↓ DEC |
D.A. DAVIDSON & CO.CIK 0001080107 | 69,175 | $1.46M | +241 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 68,728 | $1.45M | -22,670 | ↓ DEC |
PMG Family Office LLCCIK 0002102299 | 47,680 | $1.01M | +110 | ↑ INC |
Dakota Wealth ManagementCIK 0001631353 | 47,226 | $998.60K | -2,522 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 46,576 | $985.37K | +8,065 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +135,372 | $15.27M |
WELLS FARGO & COMPANY/MN↑ INC | +73,401 | $10.23M |
UBS Group AG↑ INC | +56,687 | $38.97M |
STIFEL FINANCIAL CORP↑ INC | +52,002 | $16.35M |
LPL Financial LLC↑ INC | +42,989 | $6.42M |
Sanctuary Advisors, LLC↑ INC | +42,898 | $2.72M |
FIFTH THIRD BANCORPNEW | +21,300 | $450.39K |
Kera Capital Partners, Inc.↑ INC | +18,441 | $9.59M |
DAVENPORT & Co LLCNEW | +18,250 | $385.90K |
Hennion & Walsh Asset Management, Inc.↑ INC | +17,847 | $2.16M |
| Filer | Δ Shares | Value |
|---|---|---|
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -162,255 | $1.47M |
Advisors Asset Management, Inc.↓ DEC | -82,853 | $12.50M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -81,559 | $1.56M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -70,547 | $13.26M |
ROYAL BANK OF CANADA↓ DEC | -43,324 | $9.47M |
Shaker Financial Services, LLC↓ DEC | -43,243 | $245.77K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -41,212 | $606.08K |
Kestra Advisory Services, LLC↓ DEC | -22,670 | $1.45M |
OPPENHEIMER & CO INC↓ DEC | -7,814 | $595.55K |
Private Advisor Group, LLC↓ DEC | -6,062 | $2.45M |