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 |
|---|---|---|---|---|
JP Wealth Management, Inc.CIK 0001967622 | 4,480,723 | $20.12M | +1,243,249 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 2,609,048 | $11.71M | +652,260 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 2,434,597 | $10.93M | +966,235 | ↑ INC |
TCW GROUP INCCIK 0000850401 | 1,408,383 | $6.32M | +1,408,383 | NEW |
MORGAN STANLEYCIK 0000895421 | 1,362,075 | $6.12M | +49,273 | ↑ INC |
DIVERSIFIED MANAGEMENT INCCIK 0000922372 | 1,347,288 | $6.05M | +334,678 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,150,017 | $5.16M | +163,023 | ↑ INC |
Northside Capital Management, LLCCIK 0001631052 | 1,030,526 | $4.63M | +124,541 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 791,474 | $3.55M | -21,029 | ↓ DEC |
Hara Capital LLCCIK 0002010015 | 738,114 | $3.31M | +665,900 | ↑ INC |
NATIONAL BANK OF CANADA /FI/CIK 0000926171 | 394,505 | $1.77M | +33,767 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 290,073 | $1.30M | +81,081 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 236,732 | $1.06M | +93,893 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 206,366 | $926.58K | -5,398 | ↓ DEC |
Whipplewood Advisors, LLCCIK 0002052510 | 165,778 | $744.34K | +4,344 | ↑ INC |
UBS Group AGCIK 0001610520 | 160,392 | $720.16K | -4,399 | ↓ DEC |
Quantinno Capital Management LPCIK 0001759654 | 147,982 | $664.44K | +147,982 | NEW |
HighTower Advisors, LLCCIK 0001462245 | 93,451 | $419.60K | +28,498 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 91,306 | $409.96K | +91,306 | NEW |
Intellus Advisors LLCCIK 0002055137 | 81,271 | $364.90K | +5,601 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 75,508 | $339.03K | -20,025 | ↓ DEC |
Independent Advisor AllianceCIK 0001696899 | 72,899 | $327.32K | +72,899 | NEW |
RDA Financial NetworkCIK 0001774086 | 59,805 | $268.53K | +15,461 | ↑ INC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 50,245 | $225.60K | +14,816 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 42,339 | $190.10K | -35,417 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +8,742,467 | $85.09K |
TCW GROUP INCNEW | +1,408,383 | $6.32M |
JP Wealth Management, Inc.↑ INC | +1,243,249 | $20.12M |
Focus Partners Wealth↑ INC | +966,235 | $10.93M |
Hara Capital LLC↑ INC | +665,900 | $3.31M |
1607 Capital Partners, LLC↑ INC | +652,260 | $11.71M |
DIVERSIFIED MANAGEMENT INC↑ INC | +334,678 | $6.05M |
RAYMOND JAMES FINANCIAL INC↑ INC | +163,023 | $5.16M |
Quantinno Capital Management LPNEW | +147,982 | $664.44K |
Northside Capital Management, LLC↑ INC | +124,541 | $4.63M |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -36,536 | $59.60K |
Integrated Wealth Concepts LLC↓ DEC | -35,417 | $190.10K |
AMERIPRISE FINANCIAL INC↓ DEC | -21,029 | $3.55M |
OSAIC HOLDINGS, INC.↓ DEC | -20,025 | $339.03K |
WHITTIER TRUST CO↓ DEC | -10,768 | $23.65K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -9,642 | $73.87K |
WHITENER CAPITAL MANAGEMENT, INC.↓ DEC | -8,062 | $112.59K |
BARTLETT & CO. WEALTH MANAGEMENT LLC↓ DEC | -7,000 | $22.75K |
WELLS FARGO & COMPANY/MN↓ DEC | -5,398 | $926.58K |
UBS Group AG↓ DEC | -4,399 | $720.16K |