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 |
|---|---|---|---|---|
Rakuten Investment Management, Inc.CIK 0002062680 | 94,959,476 | $31.06B | +47,479,738 | ↑ INC |
Vanguard Global Advisers, LLCCIK 0001811242 | 36,915,651 | $11.84B | +36,915,651 | NEW |
VANGUARD ADVISERS INCCIK 0000947529 | 28,490,615 | $9.14B | +28,490,615 | NEW |
Wealthfront Advisers LLCCIK 0001763921 | 17,969,445 | $5.76B | -55,838 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 14,341,153 | $4.60B | +548,759 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 14,287,409 | $4.58B | +102,161 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 10,325,305 | $3.31B | -3,754,475 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 9,715,051 | $3.12B | +2,129 | ↑ INC |
Allworth Financial LPCIK 0001555170 | 8,504,378 | $2.73B | +8,391 | ↑ INC |
HB Wealth Management, LLCCIK 0001911253 | 8,726,405 | $2.66B | +78,244 | ↑ INC |
Creative PlanningCIK 0001540235 | 6,120,710 | $1.96B | +53,700 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 6,031,021 | $1.93B | +281,923 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 5,733,299 | $1.84B | +88,508 | ↑ INC |
Ballentine Partners, LLCCIK 0001374889 | 5,541,921 | $1.78B | -116,935 | ↓ DEC |
Narodna banka SlovenskaCIK 0002126778 | 5,654,304 | $1.76B | +5,654,304 | NEW |
Forvis Mazars Wealth Advisors, LLCCIK 0001352864 | 4,998,917 | $1.60B | +146,480 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 4,704,927 | $1.47B | -158,727 | ↓ DEC |
UBS Group AGCIK 0001610520 | 4,429,630 | $1.42B | +363,882 | ↑ INC |
Sequoia Financial Advisors, LLCCIK 0001599900 | 3,787,743 | $1.22B | +72,261 | ↑ INC |
NISSAY ASSET MANAGEMENT CORP /JAPANCIK 0000869589 | 3,663,005 | $1.18B | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 3,364,602 | $1.08B | +112,352 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,952,890 | $947.32M | -60,202 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 2,922,098 | $937.44M | -133,045 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 2,904,307 | $931.73M | +525,980 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 2,745,961 | $881.44M | +196,376 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Rakuten Investment Management, Inc.↑ INC | +47,479,738 | $31.06B |
Vanguard Global Advisers, LLCNEW | +36,915,651 | $11.84B |
VANGUARD ADVISERS INCNEW | +28,490,615 | $9.14B |
Narodna banka SlovenskaNEW | +5,654,304 | $1.76B |
Vanguard National Trust CoNEW | +1,313,941 | $421.53M |
Quantum Portfolio Management LLCNEW | +917,494 | $29.43K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +811,632 | $262.24M |
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCNEW | +695,186 | $223.02M |
VestGen Advisors, LLC↑ INC | +591,790 | $245.05M |
MORGAN STANLEY↑ INC | +548,759 | $4.60B |
| Filer | Δ Shares | Value |
|---|---|---|
Auto-Owners Insurance Co↓ DEC | -12,234,282 | $11.74M |
Align Financial, LLC↓ DEC | -6,252,375 | $6.24M |
LPL Financial LLC↓ DEC | -3,754,475 | $3.31B |
Adventist Health System/ West↓ DEC | -1,947,202 | $1.27M |
AXXCESS WEALTH MANAGEMENT, LLC↓ DEC | -726,468 | $32.66M |
Valpey Financial Services, LLC↓ DEC | -703,218 | $366.44K |
TIAA TRUST, NATIONAL ASSOCIATION↓ DEC | -688,412 | $20.41M |
Betterment LLC↓ DEC | -644,868 | $7.87M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -382,713 | $211.73M |
Empower Advisory Group, LLC↓ DEC | -355,271 | $417.47M |