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 |
|---|---|---|---|---|
OSAIC HOLDINGS, INC.CIK 0001677044 | 34,945 | $114.27K | +34,945 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 31,215 | $102.07K | +31,215 | NEW |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 14,559 | $47.61K | +4,559 | ↑ INC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 10,000 | $32.70K | +10,000 | NEW |
UBS Group AGCIK 0001610520 | 9,647 | $31.55K | +8,597 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 6,782 | $22.18K | +6,782 | NEW |
Dauntless Investment Group, LLCCIK 0002044285 | 5,422 | $17.73K | – | no_change |
Clear Street Group Inc.CIK 0001881567 | 3 | $10.00 | – | no_change |
CITIGROUP INCCIK 0000831001 | 1 | $3.00 | – | no_change |
DANSKE BANK A/SCIK 0000800177 | 1 | $3.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.NEW | +34,945 | $114.27K |
GEODE CAPITAL MANAGEMENT, LLCNEW | +31,215 | $102.07K |
BANK OF MONTREAL /CAN/NEW | +10,000 | $32.70K |
UBS Group AG↑ INC | +8,597 | $31.55K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +6,782 | $22.18K |
CAPTRUST FINANCIAL ADVISORS↑ INC | +4,559 | $47.61K |