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 | 4,411,806 | $59.29M | +60,900 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 964,082 | $12.96M | +49,606 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 686,930 | $9.23M | +155,641 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 473,962 | $6.37M | +26,111 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 427,372 | $5.74M | -2,868 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 249,563 | $3.35M | +33,981 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 245,742 | $3.30M | +72,151 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 243,125 | $3.27M | +20,145 | ↑ INC |
&PARTNERSCIK 0000107136 | 239,895 | $3.22M | +15,078 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 219,457 | $2.95M | +24,655 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 181,772 | $2.44M | +18,017 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 180,091 | $2.42M | -108,960 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 181,220 | $2.37M | +4,861 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 151,466 | $2.04M | +18,254 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 107,821 | $1.45M | -15,096 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 82,102 | $1.10M | – | no_change |
OPPENHEIMER & CO INCCIK 0000822581 | 59,622 | $801.32K | +227 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 52,380 | $703.98K | +9,006 | ↑ INC |
Bramshill Investments, LLCCIK 0001619899 | 46,888 | $630.17K | -297 | ↓ DEC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 45,820 | $615.82K | -164,659 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 45,785 | $615.35K | +2,051 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 37,769 | $507.62K | -368 | ↓ DEC |
UBS Group AGCIK 0001610520 | 37,678 | $506.39K | -4,738 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 32,670 | $439.08K | – | no_change |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 29,195 | $392.39K | +4,409 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↑ INC | +155,641 | $9.23M |
LPL Financial LLC↑ INC | +72,151 | $3.30M |
MORGAN STANLEY↑ INC | +60,900 | $59.29M |
WELLS FARGO & COMPANY/MN↑ INC | +49,606 | $12.96M |
STIFEL FINANCIAL CORP↑ INC | +33,981 | $3.35M |
Hennion & Walsh Asset Management, Inc.↑ INC | +26,111 | $6.37M |
GUGGENHEIM CAPITAL LLC↑ INC | +24,655 | $2.95M |
THRIVENT FINANCIAL FOR LUTHERANS↑ INC | +23,000 | $984.00 |
SIT INVESTMENT ASSOCIATES INC↑ INC | +22,846 | $2.88K |
ROYAL BANK OF CANADA↑ INC | +20,145 | $3.27M |
| Filer | Δ Shares | Value |
|---|---|---|
READYSTATE ASSET MANAGEMENT LP↓ DEC | -164,659 | $615.82K |
Advisors Asset Management, Inc.↓ DEC | -108,960 | $2.42M |
Penserra Capital Management LLC↓ DEC | -55,560 | $18.99K |
Invesco Ltd.↓ DEC | -15,096 | $1.45M |
COFG Advisors, LLC↓ DEC | -9,516 | $292.30K |
UBS Group AG↓ DEC | -4,738 | $506.39K |
JOURNEY STRATEGIC WEALTH LLC↓ DEC | -4,000 | $322.56K |
Closed-End Fund Advisors, Inc.↓ DEC | -2,883 | $328.81K |
BANK OF AMERICA CORP /DE/↓ DEC | -2,868 | $5.74M |
Pinnacle Wealth Planning Services, Inc.↓ DEC | -1,280 | $57.68K |