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 | 1,149,297 | $57.29M | -92,100 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 422,473 | $21.06M | +40,861 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 391,435 | $19.51M | +58,304 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 330,731 | $16.49M | +4,392 | ↑ INC |
BARD ASSOCIATES INCCIK 0001105907 | 196,526 | $9.80M | +801 | ↑ INC |
Eagle Bluffs Wealth Management LLCCIK 0001906547 | 151,236 | $7.54M | +1,754 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 147,364 | $7.35M | +15,448 | ↑ INC |
Arete Wealth Advisors, LLCCIK 0001600151 | 137,010 | $6.82M | +3,280 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 128,617 | $6.41M | -86,394 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 121,165 | $6.04M | -5,788 | ↓ DEC |
AMERICAN FINANCIAL GROUP INCCIK 0001042046 | 110,102 | $5.49M | – | no_change |
Meixler Investment Management, Ltd.CIK 0001911615 | 103,971 | $4.84M | +7,785 | ↑ INC |
CERTUITY, LLCCIK 0001800752 | 85,000 | $4.24M | – | no_change |
UBS Group AGCIK 0001610520 | 77,974 | $3.89M | +8,906 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 62,963 | $3.14M | -30,003 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 61,294 | $3.06M | +24,459 | ↑ INC |
Mariner, LLCCIK 0001373442 | 57,645 | $2.87M | +1,524 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 47,117 | $2.35M | -26,231 | ↓ DEC |
180 WEALTH ADVISORS, LLCCIK 0001730817 | 45,754 | $2.28M | -623 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 45,677 | $2.28M | -311 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 46,295 | $2.15M | -120,783 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 38,065 | $1.90M | +9,239 | ↑ INC |
FIRST FOUNDATION ADVISORSCIK 0001086763 | 37,926 | $1.89M | +11,974 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 37,240 | $1.86M | +3,186 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 34,718 | $1.73M | -2,779 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Penserra Capital Management LLC↑ INC | +381,620 | $26.95K |
ROYAL BANK OF CANADA↑ INC | +58,304 | $19.51M |
Advisors Asset Management, Inc.↑ INC | +40,861 | $21.06M |
Navis Wealth Advisors, LLCNEW | +27,814 | $1.39M |
Steward Partners Investment Advisory, LLC↑ INC | +24,459 | $3.06M |
&PARTNERS↑ INC | +24,241 | $1.48M |
GUGGENHEIM CAPITAL LLC↑ INC | +15,448 | $7.35M |
Independent Advisor AllianceNEW | +15,020 | $748.73K |
Janney Montgomery Scott LLC↑ INC | +13,060 | $4.31K |
FIRST FOUNDATION ADVISORS↑ INC | +11,974 | $1.89M |
| Filer | Δ Shares | Value |
|---|---|---|
Allspring Global Investments Holdings, LLC↓ DEC | -121,570 | $843.46K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -120,783 | $2.15M |
MORGAN STANLEY↓ DEC | -92,100 | $57.29M |
WELLS FARGO & COMPANY/MN↓ DEC | -86,394 | $6.41M |
Private Advisor Group, LLC↓ DEC | -39,951 | $621.58K |
Corient Private Wealth LLC↓ DEC | -37,563 | $617.45K |
BANK OF AMERICA CORP /DE/↓ DEC | -30,003 | $3.14M |
COHEN & STEERS, INC.↓ DEC | -27,000 | $1.28K |
Closed-End Fund Advisors, Inc.↓ DEC | -26,231 | $2.35M |
JANE STREET GROUP, LLC↓ DEC | -14,202 | $284.25K |