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 | 2,106,991 | $22.29M | +139,871 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 489,939 | $5.18M | – | no_change |
LPL Financial LLCCIK 0001403438 | 414,976 | $4.39M | +90,332 | ↑ INC |
Whipplewood Advisors, LLCCIK 0002052510 | 369,988 | $3.91M | +3,121 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 348,573 | $3.69M | +111,755 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 321,607 | $3.40M | +65,871 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 225,284 | $2.38M | +160 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 224,641 | $2.38M | -44,129 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 183,679 | $1.94M | -8,756 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 131,065 | $1.39M | +275 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 119,289 | $1.26M | +4,745 | ↑ INC |
ProVise Management Group, LLCCIK 0001305707 | 118,381 | $1.25M | -3,544 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 117,326 | $1.24M | -283 | ↓ DEC |
INVICTUS PRIVATE WEALTH, LLCCIK 0001939208 | 104,282 | $1.10M | +5,085 | ↑ INC |
Insight Wealth Partners, LLCCIK 0001627003 | 86,574 | $915.96K | -8,274 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 55,191 | $583.92K | -200 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 30,453 | $322.19K | +1,605 | ↑ INC |
Medallion Wealth Advisors, LLCCIK 0002131139 | 18,413 | $194.81K | – | no_change |
Smith Asset Management Co., LLCCIK 0002068217 | 18,367 | $194.32K | +3,404 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 17,281 | $182.83K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 14,712 | $156.00K | +3,230 | ↑ INC |
Calamos Advisors LLCCIK 0001316507 | 13,759 | $145.57K | +13,759 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 8,795 | $93.06K | +501 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 8,229 | $87.06K | +50 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 5,050 | $53.43K | +5,050 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +139,871 | $22.29M |
RAYMOND JAMES FINANCIAL INC↑ INC | +111,755 | $3.69M |
LPL Financial LLC↑ INC | +90,332 | $4.39M |
1607 Capital Partners, LLC↑ INC | +65,871 | $3.40M |
Calamos Advisors LLCNEW | +13,759 | $145.57K |
INVICTUS PRIVATE WEALTH, LLC↑ INC | +5,085 | $1.10M |
FIFTH THIRD BANCORPNEW | +5,050 | $53.43K |
BANK OF AMERICA CORP /DE/↑ INC | +4,745 | $1.26M |
Smith Asset Management Co., LLC↑ INC | +3,404 | $194.32K |
ROYAL BANK OF CANADA↑ INC | +3,230 | $156.00K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -68,712 | $9.63K |
GUGGENHEIM CAPITAL LLC↓ DEC | -44,129 | $2.38M |
IFP Advisors, Inc↓ DEC | -9,822 | $11.45K |
Fiera Capital Corp↓ DEC | -8,756 | $1.94M |
Insight Wealth Partners, LLC↓ DEC | -8,274 | $915.96K |
ProVise Management Group, LLC↓ DEC | -3,544 | $1.25M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -2,459 | $2.55K |
Invesco Ltd.↓ DEC | -283 | $1.24M |
UBS Group AG↓ DEC | -216 | $44.70K |
Integrated Wealth Concepts LLC↓ DEC | -200 | $583.92K |