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 | 1,346,206 | $22.62M | -8,017 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 1,143,764 | $19.21M | +17,907 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 783,686 | $13.17M | -253,703 | ↓ DEC |
Heron Bay Capital ManagementCIK 0001842149 | 594,371 | $9.99M | +1,648 | ↑ INC |
UBS Group AGCIK 0001610520 | 308,224 | $5.18M | +12,611 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 307,054 | $5.16M | -25,271 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 189,884 | $3.19M | -673 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 149,318 | $2.51M | -35,739 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 141,958 | $2.38M | +3,047 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 137,359 | $2.31M | +3,274 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 129,696 | $2.18M | +19,276 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 106,349 | $1.79M | +3,972 | ↑ INC |
Z3 Capital Partners, LLCCIK 0002127787 | 89,385 | $1.50M | +6,581 | ↑ INC |
Aviance Capital Partners, LLCCIK 0001542383 | 85,786 | $1.44M | +1,949 | ↑ INC |
Next Level Private LLCCIK 0001910366 | 85,183 | $1.43M | +23,026 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 75,564 | $1.27M | -10,009 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 71,959 | $1.21M | -2,423 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 69,021 | $1.16M | -4,515 | ↓ DEC |
World Investment AdvisorsCIK 0001652594 | 69,003 | $1.16M | +44,964 | ↑ INC |
CWM, LLCCIK 0001535847 | 65,358 | $1.10M | -4,028 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 61,515 | $1.03M | +20,150 | ↑ INC |
Samalin Investment Counsel, LLCCIK 0001544366 | 45,905 | $771.21K | -8,147 | ↓ DEC |
Westbourne Investment Advisors, Inc.CIK 0001650092 | 45,100 | $757.68K | +6,000 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 44,548 | $748.41K | +657 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 41,741 | $701.29K | +613 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
World Investment Advisors↑ INC | +44,964 | $1.16M |
Next Level Private LLC↑ INC | +23,026 | $1.43M |
MERCER GLOBAL ADVISORS INC /ADVNEW | +20,214 | $339.59K |
Kestra Advisory Services, LLC↑ INC | +20,150 | $1.03M |
Steward Partners Investment Advisory, LLC↑ INC | +19,276 | $2.18M |
ROYAL BANK OF CANADA↑ INC | +17,907 | $19.21M |
ADVISORTRUST PARTNERS, LLCNEW | +16,782 | $281.94K |
WEDBUSH SECURITIES INC↑ INC | +15,078 | $2.92K |
FIFTH THIRD BANCORP↑ INC | +13,755 | $232.45K |
UBS Group AG↑ INC | +12,611 | $5.18M |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -508,021 | $7.51K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -253,703 | $13.17M |
JANE STREET GROUP, LLC↓ DEC | -39,996 | $543.62K |
STIFEL FINANCIAL CORP↓ DEC | -35,739 | $2.51M |
Janney Montgomery Scott LLC↓ DEC | -25,830 | $522.00 |
LPL Financial LLC↓ DEC | -25,271 | $5.16M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -17,228 | $48.03K |
Shaker Financial Services, LLC↓ DEC | -15,900 | $547.68K |
WELLS FARGO & COMPANY/MN↓ DEC | -15,890 | $134.12K |
Private Advisor Group, LLC↓ DEC | -10,009 | $1.27M |