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 |
|---|---|---|---|---|
Fiera Capital CorpCIK 0001505817 | 106,652 | $1.08M | -3,895 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 76,620 | $773.86K | +2,984 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 74,418 | $751.62K | -58 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 52,850 | $533.78K | +2,574 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 40,121 | $405.22K | +3,084 | ↑ INC |
UBS Group AGCIK 0001610520 | 30,136 | $304.37K | +2,800 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 28,191 | $284.73K | +12,802 | ↑ INC |
Uncommon Cents Investing LLCCIK 0001729754 | 21,565 | $217.81K | -700 | ↓ DEC |
Mallini Complete Financial Planning LLCCIK 0002049540 | 19,817 | $200.16K | +275 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 17,874 | $180.53K | +51 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 14,116 | $142.57K | +1,821 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 14,061 | $142.02K | -4,385 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 11,138 | $112.49K | -3,044 | ↓ DEC |
INTEGRATED CAPITAL MANAGEMENT, INC.CIK 0001608826 | 10,852 | $109.60K | -1,160 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 10,504 | $106.10K | +201 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 9,469 | $95.64K | -2,199 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 6,891 | $69.60K | -230 | ↓ DEC |
Atlantic Union Bankshares CorpCIK 0000883948 | 2,481 | $25.06K | +41 | ↑ INC |
Axiom Investment Management LLCCIK 0001513703 | 1,176 | $11.88K | +1,176 | NEW |
ROTHSCHILD INVESTMENT LLCCIK 0000085338 | 373 | $3.77K | – | no_change |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 250 | $2.52K | – | no_change |
PARK AVENUE SECURITIES LLCCIK 0001071640 | 64,068 | $647.00 | +2,165 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Cetera Investment Advisers↑ INC | +12,802 | $284.73K |
AMERIPRISE FINANCIAL INC↑ INC | +3,084 | $405.22K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +2,984 | $773.86K |
UBS Group AG↑ INC | +2,800 | $304.37K |
Shaker Financial Services, LLC↑ INC | +2,574 | $533.78K |
PARK AVENUE SECURITIES LLC↑ INC | +2,165 | $647.00 |
WELLS FARGO & COMPANY/MN↑ INC | +1,821 | $142.57K |
Axiom Investment Management LLCNEW | +1,176 | $11.88K |
Mallini Complete Financial Planning LLC↑ INC | +275 | $200.16K |
MORGAN STANLEY↑ INC | +201 | $106.10K |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -4,385 | $142.02K |
Fiera Capital Corp↓ DEC | -3,895 | $1.08M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -3,044 | $112.49K |
CoreCap Advisors, LLC↓ DEC | -2,199 | $95.64K |
INTEGRATED CAPITAL MANAGEMENT, INC.↓ DEC | -1,160 | $109.60K |
Uncommon Cents Investing LLC↓ DEC | -700 | $217.81K |
OSAIC HOLDINGS, INC.↓ DEC | -230 | $69.60K |
MELFA WEALTH MANAGEMENT, INC.↓ DEC | -58 | $751.62K |