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 |
|---|---|---|---|---|
CIBC Bancorp USA Inc.CIK 0001711924 | 16,510,044 | $567.86M | +578,309 | ↑ INC |
EXENCIAL WEALTH ADVISORS, LLCCIK 0001576151 | 220,566 | $7.59M | -1,808 | ↓ DEC |
Orion Porfolio Solutions, LLCCIK 0001360533 | 73,575 | $2.53M | +857 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 35,588 | $1.22M | +3,018 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 35,201 | $1.21M | -1,462 | ↓ DEC |
UBS Group AGCIK 0001610520 | 34,635 | $1.19M | +8,418 | ↑ INC |
BLAIR WILLIAM & CO/ILCIK 0000902367 | 29,087 | $1.00M | +3,600 | ↑ INC |
Breakwater Capital GroupCIK 0001964309 | 20,700 | $712.28K | – | no_change |
Rockefeller Capital Management L.P.CIK 0001739439 | 20,340 | $699.89K | – | no_change |
Battery Global Advisors, LLCCIK 0001582272 | 18,680 | $642.79K | -6,045 | ↓ DEC |
River Street Advisors LLCCIK 0001964897 | 18,345 | $631.25K | – | no_change |
Arlington Trust Co LLCCIK 0001997685 | 17,500 | $602.17K | – | no_change |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 17,317 | $595.88K | +17,317 | NEW |
MAI Capital ManagementCIK 0001040197 | 16,110 | $554.34K | – | no_change |
US BANCORP \DE\CIK 0000036104 | 15,000 | $516.15K | – | no_change |
PCM Encore, LLCCIK 0002109846 | 13,718 | $472.03K | -6,550 | ↓ DEC |
Ameliora Wealth Management Ltd.CIK 0001910168 | 13,159 | $453.44K | -3,848 | ↓ DEC |
Equitable Holdings, Inc.CIK 0001333986 | 15,662 | $450.60K | +3,201 | ↑ INC |
WAYSTONE ADVISORS LLCCIK 0002055997 | 11,235 | $386.59K | +1,433 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 11,097 | $381.86K | -1,110 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 9,437 | $322.33K | +376 | ↑ INC |
Quadcap Wealth Management, LLCCIK 0002009674 | 7,992 | $274.99K | – | no_change |
Discipline Wealth Solutions, LLCCIK 0002010507 | 7,903 | $271.94K | – | no_change |
Commerce Advisors, LLCCIK 0001567247 | 7,100 | $244.31K | +7,100 | NEW |
Mariner, LLCCIK 0001373442 | 6,988 | $240.46K | -2,633 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
CIBC Bancorp USA Inc.↑ INC | +578,309 | $567.86M |
AQR CAPITAL MANAGEMENT LLCNEW | +17,317 | $595.88K |
UBS Group AG↑ INC | +8,418 | $1.19M |
Commerce Advisors, LLCNEW | +7,100 | $244.31K |
MGO ONE SEVEN LLCNEW | +6,400 | $220.22K |
COMMERCE BANKNEW | +5,848 | $201.23K |
BLAIR WILLIAM & CO/IL↑ INC | +3,600 | $1.00M |
Equitable Holdings, Inc.↑ INC | +3,201 | $450.60K |
MORGAN STANLEY↑ INC | +3,018 | $1.22M |
WAYSTONE ADVISORS LLC↑ INC | +1,433 | $386.59K |
| Filer | Δ Shares | Value |
|---|---|---|
PCM Encore, LLC↓ DEC | -6,550 | $472.03K |
Battery Global Advisors, LLC↓ DEC | -6,045 | $642.79K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -4,461 | $218.95K |
Ameliora Wealth Management Ltd.↓ DEC | -3,848 | $453.44K |
JPMORGAN CHASE & CO↓ DEC | -3,675 | $7.86K |
Mariner, LLC↓ DEC | -2,633 | $240.46K |
EXENCIAL WEALTH ADVISORS, LLC↓ DEC | -1,808 | $7.59M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -1,462 | $1.21M |
MML INVESTORS SERVICES, LLC↓ DEC | -1,110 | $381.86K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -857 | $233.33K |