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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,040,093 | $9.01M | +253,255 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 901,833 | $7.81M | -1,054 | ↓ DEC |
UBS Group AGCIK 0001610520 | 844,478 | $7.31M | -49,192 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 752,931 | $6.52M | +52,347 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 649,812 | $5.63M | -16,680 | ↓ DEC |
LeConte Wealth Management, LLCCIK 0002060443 | 584,255 | $5.06M | -57,459 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 498,936 | $4.32M | +229,710 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 480,118 | $4.16M | +6,591 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 400,085 | $3.46M | -370,702 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 172,766 | $1.50M | +8,952 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 139,080 | $1.20M | -8,759 | ↓ DEC |
Whipplewood Advisors, LLCCIK 0002052510 | 113,584 | $983.64K | -393 | ↓ DEC |
Indivisible PartnersCIK 0002098400 | 90,308 | $782.06K | +3,803 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 83,679 | $724.66K | – | no_change |
Indiana Trust & Investment Management CoCIK 0001356407 | 75,000 | $649.50K | -36,938 | ↓ DEC |
SMITH, MOORE & CO.CIK 0000200724 | 67,842 | $587.52K | -52,707 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 67,369 | $584.09K | – | no_change |
Capital Investment Advisors, LLCCIK 0001582732 | 55,659 | $482.01K | -8,739 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 55,492 | $480.57K | -281 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 50,690 | $438.98K | +13,796 | ↑ INC |
Wealth Care LLCCIK 0002120450 | 50,000 | $433.00K | +50,000 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 48,487 | $420.00K | +957 | ↑ INC |
Madison Park Capital Advisors, LLCCIK 0001993022 | 45,662 | $395.44K | +3,508 | ↑ INC |
MACKAY SHIELDS LLCCIK 0000061227 | 45,320 | $392.47K | -60,448 | ↓ DEC |
World Investment AdvisorsCIK 0001652594 | 43,795 | $379.26K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +253,255 | $9.01M |
Hennion & Walsh Asset Management, Inc.↑ INC | +229,710 | $4.32M |
MORGAN STANLEY↑ INC | +52,347 | $6.52M |
Wealth Care LLCNEW | +50,000 | $433.00K |
HARBOUR INVESTMENTS, INC.↑ INC | +23,053 | $216.96K |
TCP Asset Management, LLCNEW | +22,919 | $198.48K |
Kestra Advisory Services, LLC↑ INC | +18,859 | $212.10K |
AMERIPRISE FINANCIAL INC↑ INC | +13,796 | $438.98K |
STIFEL FINANCIAL CORP↑ INC | +8,952 | $1.50M |
WELLS FARGO & COMPANY/MN↑ INC | +6,591 | $4.16M |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↓ DEC | -370,702 | $3.46M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -225,763 | $2.72K |
MACKAY SHIELDS LLC↓ DEC | -60,448 | $392.47K |
LeConte Wealth Management, LLC↓ DEC | -57,459 | $5.06M |
SMITH, MOORE & CO.↓ DEC | -52,707 | $587.52K |
UBS Group AG↓ DEC | -49,192 | $7.31M |
Indiana Trust & Investment Management Co↓ DEC | -36,938 | $649.50K |
CITADEL ADVISORS LLC↓ DEC | -24,828 | $87.96K |
Advisors Asset Management, Inc.↓ DEC | -16,680 | $5.63M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -8,759 | $1.20M |