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 |
|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 1,200 | $2.40K | -2,700 | ↓ DEC |
UBS Group AGCIK 0001610520 | 322 | $766.00 | -205 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
JONES FINANCIAL COMPANIES LLLP↓ DEC | -2,700 | $2.40K |
UBS Group AG↓ DEC | -205 | $766.00 |