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 |
|---|---|---|---|---|
CONFLUENCE INVESTMENT MANAGEMENT LLCCIK 0001442056 | 13,574 | $123.12K | +2,702 | ↑ INC |
GAMMA Investing LLCCIK 0002010235 | 8,462 | $76.75K | -480 | ↓ DEC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 1,231 | $11.16K | +167 | ↑ INC |
RHUMBLINE ADVISERSCIK 0001115418 | 184 | $1.67K | -830 | ↓ DEC |
NBC SECURITIES, INC.CIK 0000791540 | 53 | $477.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
CONFLUENCE INVESTMENT MANAGEMENT LLC↑ INC | +2,702 | $123.12K |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +167 | $11.16K |
| Filer | Δ Shares | Value |
|---|---|---|
RHUMBLINE ADVISERS↓ DEC | -830 | $1.67K |
GAMMA Investing LLC↓ DEC | -480 | $76.75K |