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 | 10,727,133 | $34.54M | +1,056,814 | ↑ INC |
Bramshill Investments, LLCCIK 0001619899 | 6,721,458 | $21.64M | +2,275,657 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,272,933 | $10.54M | -145,339 | ↓ DEC |
Solutions 4 Wealth, LtdCIK 0002006405 | 2,822,329 | $9.09M | -244,515 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 2,741,741 | $8.83M | -62,401 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 2,070,023 | $6.67M | -48,443 | ↓ DEC |
EP Wealth Advisors, LLCCIK 0001540569 | 1,912,308 | $6.16M | +1,912,308 | NEW |
UBS Group AGCIK 0001610520 | 1,738,909 | $5.60M | -399,266 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 1,475,186 | $4.75M | +418,439 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,346,055 | $4.33M | +55,548 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,236,868 | $3.98M | -1,117,635 | ↓ DEC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 1,098,421 | $3.54M | -10,086 | ↓ DEC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 1,076,638 | $3.47M | +114,336 | ↑ INC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 1,017,485 | $3.28M | +1,017,485 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 940,365 | $3.03M | +223,851 | ↑ INC |
Quarry LPCIK 0001965207 | 655,830 | $2.11M | +253,437 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 654,405 | $2.11M | +59,770 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 637,401 | $2.05M | +43,036 | ↑ INC |
Matisse CapitalCIK 0001668256 | 600,000 | $1.93M | +110,918 | ↑ INC |
Byrne Asset Management LLCCIK 0001911322 | 534,640 | $1.72M | +237,860 | ↑ INC |
ICON ADVISERS INC/COCIK 0001058470 | 518,888 | $1.67M | +518,888 | NEW |
Ionic Capital Management LLCCIK 0001386462 | 391,950 | $1.26M | -216,050 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 379,461 | $1.22M | – | no_change |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 372,073 | $1.20M | -52,263 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 285,590 | $920.00K | +44,768 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Bramshill Investments, LLC↑ INC | +2,275,657 | $21.64M |
EP Wealth Advisors, LLCNEW | +1,912,308 | $6.16M |
MORGAN STANLEY↑ INC | +1,056,814 | $34.54M |
LOOMIS SAYLES & CO L PNEW | +1,017,485 | $3.28M |
ICON ADVISERS INC/CONEW | +518,888 | $1.67M |
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC | +418,439 | $4.75M |
Quarry LP↑ INC | +253,437 | $2.11M |
Byrne Asset Management LLC↑ INC | +237,860 | $1.72M |
RAYMOND JAMES FINANCIAL INC↑ INC | +223,851 | $3.03M |
Verity Asset Management, Inc.↑ INC | +205,303 | $760.29K |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↓ DEC | -1,117,635 | $3.98M |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -857,470 | $615.82K |
Logan Stone Capital, LLC↓ DEC | -599,252 | $490.11K |
UBS Group AG↓ DEC | -399,266 | $5.60M |
JANE STREET GROUP, LLC↓ DEC | -353,205 | $283.26K |
Penserra Capital Management LLC↓ DEC | -337,714 | $13.51K |
Solutions 4 Wealth, Ltd↓ DEC | -244,515 | $9.09M |
Ionic Capital Management LLC↓ DEC | -216,050 | $1.26M |
BANK OF AMERICA CORP /DE/↓ DEC | -145,339 | $10.54M |
Strategic Advocates LLC↓ DEC | -112,627 | $1.41K |