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 | 1,114,379 | $13.00M | -1,679 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 462,836 | $5.40M | +16,093 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 281,040 | $3.28M | -42,635 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 271,569 | $3.17M | +15,808 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 257,026 | $3.00M | +18,615 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 236,935 | $2.77M | +4,200 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 164,841 | $1.92M | +26,794 | ↑ INC |
Significant Wealth Partners LLCCIK 0001964680 | 145,181 | $1.69M | +50,551 | ↑ INC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 133,959 | $1.59M | -29 | ↓ DEC |
NewEdge Wealth, LLCCIK 0001861796 | 86,800 | $1.01M | – | no_change |
UBS Group AGCIK 0001610520 | 86,329 | $1.01M | -15,021 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 85,998 | $1.00M | +5,678 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 80,460 | $938.99K | -49,304 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 70,985 | $828.40K | +4,729 | ↑ INC |
Samalin Investment Counsel, LLCCIK 0001544366 | 65,936 | $769.48K | -5,788 | ↓ DEC |
Empire Financial Management Company, LLCCIK 0001971875 | 63,694 | $743.31K | +2,265 | ↑ INC |
Wealth Quarterback LLCCIK 0001803386 | 56,711 | $661.82K | +4,032 | ↑ INC |
Summit Financial, LLCCIK 0001765536 | 55,797 | $651.15K | -1,304 | ↓ DEC |
AlphaCore Capital LLCCIK 0001713662 | 55,352 | $645.95K | +55,352 | NEW |
Kestra Advisory Services, LLCCIK 0001830819 | 52,041 | $607.32K | +2,939 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 50,171 | $585.50K | +50,171 | NEW |
Stockman Wealth Management, Inc.CIK 0001389400 | 42,609 | $497.24K | – | no_change |
Rockefeller Capital Management L.P.CIK 0001739439 | 40,500 | $472.63K | – | no_change |
WEALTH EFFECTS LLCCIK 0001907254 | 40,095 | $467.91K | +9,795 | ↑ INC |
BLAIR WILLIAM & CO/ILCIK 0000902367 | 38,000 | $443.46K | -300 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
AlphaCore Capital LLCNEW | +55,352 | $645.95K |
Significant Wealth Partners LLC↑ INC | +50,551 | $1.69M |
MILLENNIUM MANAGEMENT LLCNEW | +50,171 | $585.50K |
Steward Partners Investment Advisory, LLC↑ INC | +26,794 | $1.92M |
Janney Montgomery Scott LLC↑ INC | +23,487 | $3.01K |
XTX Topco LtdNEW | +20,643 | $240.90K |
CoreCap Advisors, LLC↑ INC | +18,615 | $3.00M |
Concurrent Investment Advisors, LLCNEW | +18,329 | $213.90K |
ROYAL BANK OF CANADA↑ INC | +16,093 | $5.40M |
RAYMOND JAMES FINANCIAL INC↑ INC | +15,808 | $3.17M |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -545,821 | $7.49K |
OSAIC HOLDINGS, INC.↓ DEC | -49,304 | $938.99K |
LPL Financial LLC↓ DEC | -42,635 | $3.28M |
WELLS FARGO & COMPANY/MN↓ DEC | -38,219 | $16.15K |
JANE STREET GROUP, LLC↓ DEC | -19,569 | $192.94K |
UBS Group AG↓ DEC | -15,021 | $1.01M |
Samalin Investment Counsel, LLC↓ DEC | -5,788 | $769.48K |
EverSource Wealth Advisors, LLC↓ DEC | -4,165 | $122.56K |
Tradition Wealth Management, LLC↓ DEC | -2,147 | $223.63K |
FLAGSHIP HARBOR ADVISORS, LLC↓ DEC | -2,015 | $136.96K |