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 | 221,721 | $2.34M | +67,531 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 133,176 | $1.47M | -155,202 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 82,028 | $867.04K | +1,386 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 65,849 | $696.02K | +31,275 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 51,343 | $542.69K | -2,925 | ↓ DEC |
North Ground CapitalCIK 0002055446 | 49,775 | $526.12K | -43,706 | ↓ DEC |
Confluence Wealth Services, Inc.CIK 0001910411 | 48,388 | $511.46K | -1,064 | ↓ DEC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 48,083 | $508.24K | – | no_change |
Baird Financial Group, Inc.CIK 0001648711 | 47,986 | $507.21K | +118 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 47,552 | $502.63K | +275 | ↑ INC |
Curi Capital, LLCCIK 0001332905 | 41,638 | $440.11K | – | no_change |
WealthTrust Axiom LLCCIK 0001425949 | 34,980 | $369.74K | +8 | ↑ INC |
Alpine Global Management, LLCCIK 0001581655 | 23,480 | $248.18K | -21,804 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 22,640 | $239.00K | +4,689 | ↑ INC |
BLB&B Advisors, LLCCIK 0001389059 | 21,755 | $229.95K | – | no_change |
JOURNEY STRATEGIC WEALTH LLCCIK 0001909316 | 20,004 | $211.44K | – | no_change |
BRANDYWINE OAK PRIVATE WEALTH LLCCIK 0001764694 | 16,243 | $171.69K | -2,290 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 15,126 | $159.88K | +2,646 | ↑ INC |
UBS Group AGCIK 0001610520 | 13,697 | $144.78K | -3,080 | ↓ DEC |
Rodgers Brothers Inc.CIK 0001397290 | 13,314 | $140.73K | +75 | ↑ INC |
Ethos Financial Group, LLCCIK 0001954242 | 12,900 | $136.35K | – | no_change |
Equitable Holdings, Inc.CIK 0001333986 | 12,894 | $134.87K | +318 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 11,822 | $124.96K | – | no_change |
River Street Advisors LLCCIK 0001964897 | 11,571 | $122.31K | – | no_change |
Farther Finance Advisors, LLCCIK 0001992825 | 11,150 | $118.41K | +11,150 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +67,531 | $2.34M |
RAYMOND JAMES FINANCIAL INC↑ INC | +31,275 | $696.02K |
Farther Finance Advisors, LLCNEW | +11,150 | $118.41K |
ROYAL BANK OF CANADA↑ INC | +4,689 | $239.00K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +2,646 | $159.88K |
EverSource Wealth Advisors, LLC↑ INC | +1,552 | $31.03K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +1,528 | $17.04K |
BANK OF AMERICA CORP /DE/↑ INC | +1,386 | $867.04K |
Penserra Capital Management LLCNEW | +1,352 | $14.00 |
Equitable Holdings, Inc.↑ INC | +318 | $134.87K |
| Filer | Δ Shares | Value |
|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -155,202 | $1.47M |
North Ground Capital↓ DEC | -43,706 | $526.12K |
Alpine Global Management, LLC↓ DEC | -21,804 | $248.18K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -6,789 | $144.00 |
UBS Group AG↓ DEC | -3,080 | $144.78K |
LPL Financial LLC↓ DEC | -2,925 | $542.69K |
Janney Montgomery Scott LLC↓ DEC | -2,300 | $309.00 |
BRANDYWINE OAK PRIVATE WEALTH LLC↓ DEC | -2,290 | $171.69K |
Confluence Wealth Services, Inc.↓ DEC | -1,064 | $511.46K |
Kercheville Advisors, LLC↓ DEC | -1,000 | $105.70K |