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 | 2,756,791 | $28.78M | +133,221 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,232,902 | $12.87M | +82,642 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,170,090 | $12.22M | +84,460 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 545,236 | $5.69M | -77,570 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 471,296 | $4.92M | +35,936 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 345,208 | $3.60M | +19,162 | ↑ INC |
UBS Group AGCIK 0001610520 | 254,257 | $2.65M | -23,013 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 168,098 | $1.75M | -3,721 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 124,086 | $1.30M | +24,955 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 123,059 | $1.28M | -8,847 | ↓ DEC |
D.A. DAVIDSON & CO.CIK 0001080107 | 71,357 | $744.97K | +41 | ↑ INC |
Cypress Wealth Services, LLCCIK 0001721527 | 70,418 | $735.16K | +1,221 | ↑ INC |
Pacific Wealth Strategies Group, Inc.CIK 0001766571 | 66,683 | $696.17K | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 59,461 | $620.77K | -6,325 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 55,954 | $584.16K | +270 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 48,149 | $502.67K | +188 | ↑ INC |
Argyle Capital Partners, LLCCIK 0002079995 | 46,164 | $481.95K | -200 | ↓ DEC |
Core Wealth Partners LLCCIK 0001965078 | 40,866 | $426.64K | – | no_change |
ProCore Advisors, LLCCIK 0002085963 | 36,574 | $381.83K | – | no_change |
Vivaldi Capital Management LPCIK 0001682021 | 34,560 | $360.81K | +26 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 34,335 | $359.00K | +6,822 | ↑ INC |
Clay Northam Wealth Management, LLCCIK 0001915687 | 29,066 | $303.45K | +139 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 26,978 | $281.65K | +46 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 25,704 | $268.35K | +22,230 | ↑ INC |
Creative PlanningCIK 0001540235 | 22,704 | $237.03K | -705 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +133,221 | $28.78M |
GUGGENHEIM CAPITAL LLC↑ INC | +84,460 | $12.22M |
Advisors Asset Management, Inc.↑ INC | +82,642 | $12.87M |
Hennion & Walsh Asset Management, Inc.↑ INC | +35,936 | $4.92M |
OSAIC HOLDINGS, INC.↑ INC | +24,955 | $1.30M |
Kestra Advisory Services, LLC↑ INC | +22,230 | $268.35K |
LPL Financial LLC↑ INC | +19,162 | $3.60M |
WEDBUSH SECURITIES INC↑ INC | +18,649 | $383.00 |
TCFG Investment Advisors, LLCNEW | +13,456 | $140.48K |
INDEPENDENT FINANCIAL GROUP, LLCNEW | +11,784 | $123.03K |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↓ DEC | -77,570 | $5.69M |
UBS Group AG↓ DEC | -23,013 | $2.65M |
Vanguard Capital Wealth Advisors↓ DEC | -10,000 | $208.80K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -9,983 | $163.76K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -8,847 | $1.28M |
AMERIPRISE FINANCIAL INC↓ DEC | -6,325 | $620.77K |
BANK OF AMERICA CORP /DE/↓ DEC | -3,721 | $1.75M |
US BANCORP \DE\↓ DEC | -890 | $90.83K |
Creative Planning↓ DEC | -705 | $237.03K |
Argyle Capital Partners, LLC↓ DEC | -200 | $481.95K |