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 |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 335,532 | $2.48M | +21,893 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 308,292 | $2.28M | +39,312 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 199,567 | $1.47M | -93,837 | ↓ DEC |
CoreCap Advisors, LLCCIK 0001902501 | 169,783 | $1.25M | +23,650 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 163,282 | $1.21M | +7,612 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 150,701 | $1.11M | -5,535 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 123,688 | $912.82K | -11,556 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 118,805 | $876.78K | -42 | ↓ DEC |
STEPHENS INC /AR/CIK 0000757657 | 75,159 | $554.67K | +7,670 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 64,275 | $474.34K | -13,076 | ↓ DEC |
SeaCrest Wealth Management, LLCCIK 0001728121 | 45,767 | $337.76K | -1,808 | ↓ DEC |
Total Wealth Planning & Management, Inc.CIK 0002058383 | 45,331 | $334.54K | +6,529 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 40,577 | $299.46K | +8,054 | ↑ INC |
Worth Asset Management, LLCCIK 0001927285 | 32,641 | $240.89K | +17,592 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 26,194 | $193.31K | -4,961 | ↓ DEC |
Founders Financial Alliance, LLCCIK 0001832190 | 24,511 | $180.89K | +5,985 | ↑ INC |
UBS Group AGCIK 0001610520 | 19,135 | $141.22K | +157 | ↑ INC |
Van Diest Capital, LLCCIK 0002111825 | 18,046 | $133.18K | +5,716 | ↑ INC |
Kovack Advisors, Inc.CIK 0001728321 | 15,411 | $113.95K | +3,387 | ↑ INC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 15,345 | $113.25K | -1,290 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 14,257 | $105.22K | -43,657 | ↓ DEC |
Integrity Advisory Solutions, LLCCIK 0002057931 | 13,984 | $103.20K | +598 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 13,832 | $102.00K | -1,513 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 13,385 | $98.78K | – | no_change |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 11,533 | $85.11K | -1,683 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +39,312 | $2.28M |
CoreCap Advisors, LLC↑ INC | +23,650 | $1.25M |
LPL Financial LLC↑ INC | +21,893 | $2.48M |
Worth Asset Management, LLC↑ INC | +17,592 | $240.89K |
Kestra Advisory Services, LLC↑ INC | +8,054 | $299.46K |
STEPHENS INC /AR/↑ INC | +7,670 | $554.67K |
RAYMOND JAMES FINANCIAL INC↑ INC | +7,612 | $1.21M |
Total Wealth Planning & Management, Inc.↑ INC | +6,529 | $334.54K |
Founders Financial Alliance, LLC↑ INC | +5,985 | $180.89K |
Van Diest Capital, LLC↑ INC | +5,716 | $133.18K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -146,456 | $14.11K |
Shaker Financial Services, LLC↓ DEC | -93,837 | $1.47M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -43,657 | $105.22K |
OSAIC HOLDINGS, INC.↓ DEC | -13,076 | $474.34K |
1607 Capital Partners, LLC↓ DEC | -11,556 | $912.82K |
Fiera Capital Corp↓ DEC | -5,535 | $1.11M |
Cetera Investment Advisers↓ DEC | -4,961 | $193.31K |
SeaCrest Wealth Management, LLC↓ DEC | -1,808 | $337.76K |
Closed-End Fund Advisors, Inc.↓ DEC | -1,683 | $85.11K |
ROYAL BANK OF CANADA↓ DEC | -1,513 | $102.00K |