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 |
|---|---|---|---|---|
IMC-Chicago, LLCCIK 0001452861 | 36,765 | $554.00K | -3 | ↓ DEC |
CreativeOne Wealth, LLCCIK 0001739728 | 25,070 | $377.77K | +1,518 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 900 | $13.56K | – | no_change |
Geneos Wealth Management Inc.CIK 0001764754 | 885 | $13.34K | +16 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 537 | $8.09K | – | no_change |
UBS Group AGCIK 0001610520 | 60 | $904.00 | -95 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
CreativeOne Wealth, LLC↑ INC | +1,518 | $377.77K |
Geneos Wealth Management Inc.↑ INC | +16 | $13.34K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -95 | $904.00 |
IMC-Chicago, LLC↓ DEC | -3 | $554.00K |