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 |
|---|---|---|---|---|
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 520,716 | $5.70M | +46,772 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 280,523 | $3.07M | +25,624 | ↑ INC |
Indivisible PartnersCIK 0002098400 | 255,652 | $2.80M | +27,885 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 164,015 | $1.79M | -6,000 | ↓ DEC |
ASHTON THOMAS SECURITIES, LLCCIK 0000771572 | 141,200 | $1.54M | -2,700 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 103,053 | $1.13M | -11,117 | ↓ DEC |
Lido Advisors, LLCCIK 0001650150 | 99,942 | $1.09M | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 88,353 | $966.50K | -19,652 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 48,019 | $525.33K | +7,753 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 47,648 | $521.27K | -2,174 | ↓ DEC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 26,000 | $284.44K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 25,427 | $278.17K | +4,105 | ↑ INC |
UBS Group AGCIK 0001610520 | 17,054 | $186.57K | -1,611 | ↓ DEC |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 14,739 | $161.24K | +2,465 | ↑ INC |
&PARTNERSCIK 0000107136 | 12,806 | $140.10K | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 11,194 | $122.46K | -1,893 | ↓ DEC |
Fingerlakes Wealth Management, Inc.CIK 0001910248 | 10,471 | $114.55K | +187 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 7,591 | $83.04K | -1,054 | ↓ DEC |
Aventura Private Wealth, LLCCIK 0002074418 | 4,000 | $43.76K | – | no_change |
Rockefeller Capital Management L.P.CIK 0001739439 | 2,172 | $23.76K | +40 | ↑ INC |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 420 | $4.59K | +120 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Hennion & Walsh Asset Management, Inc.↑ INC | +46,772 | $5.70M |
Indivisible Partners↑ INC | +27,885 | $2.80M |
GUGGENHEIM CAPITAL LLC↑ INC | +25,624 | $3.07M |
LPL Financial LLC↑ INC | +7,753 | $525.33K |
WELLS FARGO & COMPANY/MN↑ INC | +4,105 | $278.17K |
HORIZON KINETICS ASSET MANAGEMENT LLC↑ INC | +2,465 | $161.24K |
Fingerlakes Wealth Management, Inc.↑ INC | +187 | $114.55K |
HIGHLINE WEALTH PARTNERS LLC↑ INC | +120 | $4.59K |
Rockefeller Capital Management L.P.↑ INC | +40 | $23.76K |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -19,652 | $966.50K |
MORGAN STANLEY↓ DEC | -11,117 | $1.13M |
ROYAL BANK OF CANADA↓ DEC | -6,000 | $1.79M |
ASHTON THOMAS SECURITIES, LLC↓ DEC | -2,700 | $1.54M |
STIFEL FINANCIAL CORP↓ DEC | -2,174 | $521.27K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -1,893 | $122.46K |
UBS Group AG↓ DEC | -1,611 | $186.57K |
OSAIC HOLDINGS, INC.↓ DEC | -1,054 | $83.04K |