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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 364,560 | $5.47M | +215,198 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 294,626 | $4.42M | +99,503 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 280,904 | $4.16M | +32,184 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 206,790 | $3.10M | +1,764 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 203,104 | $3.05M | +26,231 | ↑ INC |
LEGACY FINANCIAL INDEPENDENT ADVISORS LLCCIK 0002131510 | 190,361 | $2.86M | +190,361 | NEW |
Invesco Ltd.CIK 0000914208 | 153,140 | $2.30M | -3,252 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 139,892 | $2.10M | +45,886 | ↑ INC |
WealthBridge Capital Management, LLCCIK 0001767313 | 131,052 | $1.97M | -1,362 | ↓ DEC |
ProVise Management Group, LLCCIK 0001305707 | 114,900 | $1.72M | -5,173 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 103,739 | $1.56M | -4,629 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 72,031 | $1.08M | +54,868 | ↑ INC |
CITIGROUP INCCIK 0000831001 | 70,960 | $1.06M | +798 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 68,133 | $1.02M | -2,816 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 66,015 | $990.22K | +15,851 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 62,953 | $944.29K | -13,603 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 62,265 | $933.97K | +49,808 | ↑ INC |
Hara Capital LLCCIK 0002010015 | 38,853 | $582.79K | +38,853 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 37,903 | $569.00K | +2,358 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 35,964 | $539.47K | – | no_change |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 31,835 | $477.52K | +1,198 | ↑ INC |
Cordgrass Capital Advisors, LLCCIK 0001912040 | 25,537 | $383.06K | -977 | ↓ DEC |
UBS Group AGCIK 0001610520 | 25,500 | $382.50K | -26,330 | ↓ DEC |
Uncommon Cents Investing LLCCIK 0001729754 | 24,210 | $363.15K | +5,300 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 23,392 | $350.88K | -118 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLC↑ INC | +215,198 | $5.47M |
LEGACY FINANCIAL INDEPENDENT ADVISORS LLCNEW | +190,361 | $2.86M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +149,784 | $16.04K |
Allspring Global Investments Holdings, LLC↑ INC | +99,503 | $4.42M |
Karpus Management, Inc.↑ INC | +54,868 | $1.08M |
LPL Financial LLC↑ INC | +49,808 | $933.97K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +45,886 | $2.10M |
Hara Capital LLCNEW | +38,853 | $582.79K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +32,184 | $4.16M |
GUGGENHEIM CAPITAL LLC↑ INC | +26,231 | $3.05M |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -26,330 | $382.50K |
Hennion & Walsh Asset Management, Inc.↓ DEC | -13,603 | $944.29K |
Janney Montgomery Scott LLC↓ DEC | -6,843 | $301.00 |
ProVise Management Group, LLC↓ DEC | -5,173 | $1.72M |
Fiera Capital Corp↓ DEC | -4,629 | $1.56M |
AMERIPRISE FINANCIAL INC↓ DEC | -3,685 | $303.35K |
Invesco Ltd.↓ DEC | -3,252 | $2.30M |
BANK OF AMERICA CORP /DE/↓ DEC | -2,816 | $1.02M |
WealthBridge Capital Management, LLC↓ DEC | -1,362 | $1.97M |
Cordgrass Capital Advisors, LLC↓ DEC | -977 | $383.06K |