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 |
|---|---|---|---|---|
Private Advisory Group LLCCIK 0001632965 | 334,756 | $2.34M | – | no_change |
DIVERSIFY WEALTH MANAGEMENT, LLCCIK 0002030780 | 186,456 | $1.28M | -29,820 | ↓ DEC |
Soltis Investment Advisors LLCCIK 0001802530 | 180,002 | $1.26M | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 59,692 | $417.84K | +59,692 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 39,688 | $277.82K | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 38,260 | $267.82K | +5,237 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 19,636 | $137.45K | +19,636 | NEW |
Cetera Investment AdvisersCIK 0001666741 | 13,000 | $91.00K | -3,000 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 12,674 | $88.72K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 10,125 | $70.88K | +1,189 | ↑ INC |
Glass Jacobson Investment Advisors llcCIK 0001964394 | 2,501 | $17.51K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 273 | $2.00K | +273 | NEW |
FNY Investment Advisers, LLCCIK 0001742998 | 39,782 | $278.00 | +18,578 | ↑ INC |
UBS Group AGCIK 0001610520 | 20 | $140.00 | -944 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +59,692 | $417.84K |
VANGUARD FIDUCIARY TRUST CONEW | +19,636 | $137.45K |
FNY Investment Advisers, LLC↑ INC | +18,578 | $278.00 |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +5,237 | $267.82K |
BlackRock, Inc.↑ INC | +1,189 | $70.88K |
ROYAL BANK OF CANADANEW | +273 | $2.00K |
| Filer | Δ Shares | Value |
|---|---|---|
DIVERSIFY WEALTH MANAGEMENT, LLC↓ DEC | -29,820 | $1.28M |
Cetera Investment Advisers↓ DEC | -3,000 | $91.00K |
UBS Group AG↓ DEC | -944 | $140.00 |