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 |
|---|---|---|---|---|
ArrowMark Colorado Holdings LLCCIK 0001483859 | 884,834 | $16.86M | +76,758 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 194,853 | $3.71M | +39,469 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 138,963 | $2.65M | -16,841 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 113,837 | $2.17M | +67,021 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 106,313 | $2.03M | +25,602 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 73,252 | $1.40M | +73,252 | NEW |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 69,773 | $1.33M | +436 | ↑ INC |
Hudson Bay Capital Management LPCIK 0001393825 | 56,666 | $1.08M | +56,666 | NEW |
Everstar Asset Management, LLCCIK 0002023744 | 47,345 | $902.40K | +1,153 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 33,718 | $642.66K | +1,717 | ↑ INC |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 25,693 | $489.71K | +25,000 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 24,246 | $462.13K | -1,750 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 23,700 | $451.72K | +1,153 | ↑ INC |
Falcon Wealth PlanningCIK 0001839850 | 16,179 | $308.37K | -1,385 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 16,100 | $306.87K | +3,900 | ↑ INC |
Catalina Capital Group, LLCCIK 0002018090 | 15,717 | $299.57K | +9 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 14,762 | $281.36K | – | no_change |
Accurate Wealth Management, LLCCIK 0001877728 | 13,305 | $259.18K | -1,211 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 12,900 | $245.87K | +2,300 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 12,268 | $233.83K | +1,257 | ↑ INC |
MAI Capital ManagementCIK 0001040197 | 5,250 | $100.06K | – | no_change |
UBS Group AGCIK 0001610520 | 3,546 | $67.59K | +2,579 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 2,104 | $40.10K | +2,104 | NEW |
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864 | 827 | $15.75K | +827 | NEW |
Wilmington Savings Fund Society, FSBCIK 0000900974 | 700 | $13.34K | +200 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
ArrowMark Colorado Holdings LLC↑ INC | +76,758 | $16.86M |
Almitas Capital LLCNEW | +73,252 | $1.40M |
OSAIC HOLDINGS, INC.↑ INC | +67,021 | $2.17M |
Hudson Bay Capital Management LPNEW | +56,666 | $1.08M |
RAYMOND JAMES FINANCIAL INC↑ INC | +39,469 | $3.71M |
Noble Wealth Management PBC↑ INC | +25,602 | $2.03M |
CALDWELL SUTTER CAPITAL, INC.↑ INC | +25,000 | $489.71K |
FNY Investment Advisers, LLCNEW | +4,700 | $89.00 |
CITADEL ADVISORS LLC↑ INC | +3,900 | $306.87K |
UBS Group AG↑ INC | +2,579 | $67.59K |
| Filer | Δ Shares | Value |
|---|---|---|
STIFEL FINANCIAL CORP↓ DEC | -16,841 | $2.65M |
Capital Investment Advisors, LLC↓ DEC | -1,750 | $462.13K |
Falcon Wealth Planning↓ DEC | -1,385 | $308.37K |
Accurate Wealth Management, LLC↓ DEC | -1,211 | $259.18K |
BARD ASSOCIATES INC↓ DEC | -288 | $1.56K |
Russell Investments Group, Ltd.↓ DEC | -34 | $76.00 |