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 |
|---|---|---|---|---|
Wealth Alliance Advisory Group, LLCCIK 0001735734 | 174,266 | $2.69M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 92,819 | $1.43M | -842 | ↓ DEC |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 70,719 | $1.09M | -1,113 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 27,092 | $418.64K | -5,273 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 19,571 | $302.37K | +212 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 17,884 | $276.31K | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 14,799 | $228.65K | -500 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 13,363 | $206.46K | +13,363 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 13,305 | $205.56K | +13,305 | NEW |
Invesco Ltd.CIK 0000914208 | 10,075 | $155.66K | -47 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 7,474 | $115.47K | +7,474 | NEW |
NEW YORK STATE COMMON RETIREMENT FUNDCIK 0000810265 | 2,786 | $43.04K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 1,671 | $25.82K | -790 | ↓ DEC |
RHUMBLINE ADVISERSCIK 0001115418 | 1,189 | $18.37K | +11 | ↑ INC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 870 | $13.44K | +232 | ↑ INC |
UBS Group AGCIK 0001610520 | 728 | $11.25K | +314 | ↑ INC |
FMR LLCCIK 0000315066 | 710 | $10.96K | -64 | ↓ DEC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 1,526 | $9.52K | +1,522 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 610 | $9.43K | – | no_change |
JPMORGAN CHASE & COCIK 0000019617 | 593 | $9.06K | -1,015 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 579 | $9.00K | +94 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 501 | $7.74K | -986 | ↓ DEC |
Russell Investments Group, Ltd.CIK 0001692234 | 377 | $5.82K | +194 | ↑ INC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 376 | $5.81K | +1 | ↑ INC |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177 | 364 | $5.62K | +364 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD FIDUCIARY TRUST CONEW | +13,363 | $206.46K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +13,305 | $205.56K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +7,474 | $115.47K |
EverSource Wealth Advisors, LLC↑ INC | +1,522 | $9.52K |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCNEW | +364 | $5.62K |
HARBOUR INVESTMENTS, INC.NEW | +351 | $5.42K |
UBS Group AG↑ INC | +314 | $11.25K |
Vanguard Global Advisers, LLCNEW | +314 | $4.85K |
Tower Research Capital LLC (TRC)↑ INC | +232 | $13.44K |
OSAIC HOLDINGS, INC.↑ INC | +219 | $4.50K |
| Filer | Δ Shares | Value |
|---|---|---|
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -5,273 | $418.64K |
BARCLAYS PLC↓ DEC | -1,767 | $4.71K |
CALDWELL SUTTER CAPITAL, INC.↓ DEC | -1,113 | $1.09M |
JPMORGAN CHASE & CO↓ DEC | -1,015 | $9.06K |
WELLS FARGO & COMPANY/MN↓ DEC | -986 | $7.74K |
BlackRock, Inc.↓ DEC | -842 | $1.43M |
MORGAN STANLEY↓ DEC | -790 | $25.82K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -500 | $228.65K |
FMR LLC↓ DEC | -64 | $10.96K |
Invesco Ltd.↓ DEC | -47 | $155.66K |