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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,197,793 | $1.46M | +1,197,793 | NEW |
BlackRock, Inc.CIK 0002012383 | 898,321 | $1.10M | +6,156 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 377,212 | $460.27K | +71,472 | ↑ INC |
Smith Salley Wealth ManagementCIK 0001482012 | 367,647 | $448.53K | – | no_change |
UBS Group AGCIK 0001610520 | 335,189 | $408.93K | -118,530 | ↓ DEC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 247,458 | $301.90K | +400 | ↑ INC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 208,191 | $253.99K | – | no_change |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 208,191 | $253.99K | +69,009 | ↑ INC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 173,939 | $212.21K | -1,250 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 150,062 | $183.08K | +150,062 | NEW |
Sigma Planning CorpCIK 0001449126 | 132,550 | $161.71K | +70,900 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 125,473 | $153.08K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 105,950 | $129.26K | +3,900 | ↑ INC |
Spectrum Asset Management, Inc. (NB/CA)CIK 0001632078 | 94,400 | $115.17K | – | no_change |
Cannon Financial Strategists, Inc.CIK 0002031123 | 72,788 | $88.80K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 58,599 | $71.49K | -3,033 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 58,164 | $70.96K | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 51,000 | $62.22K | – | no_change |
ADVISORY RESEARCH INCCIK 0000902584 | 50,000 | $61.00K | – | no_change |
D'Orazio & Associates, Inc.CIK 0001646821 | 48,987 | $59.77K | – | no_change |
Centiva Capital, LPCIK 0001692507 | 34,706 | $42.34K | +34,706 | NEW |
Activest Wealth ManagementCIK 0001883134 | 34,160 | $41.67K | +8,660 | ↑ INC |
Owls Nest Partners IA, LLCCIK 0001845806 | 25,046 | $30.56K | +25,046 | NEW |
TRUIST FINANCIAL CORPCIK 0000092230 | 15,000 | $18.30K | – | no_change |
Vanguard Global Advisers, LLCCIK 0001811242 | 13,308 | $16.24K | +13,308 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,197,793 | $1.46M |
VANGUARD FIDUCIARY TRUST CONEW | +150,062 | $183.08K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +71,472 | $460.27K |
Sigma Planning Corp↑ INC | +70,900 | $161.71K |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↑ INC | +69,009 | $253.99K |
Centiva Capital, LPNEW | +34,706 | $42.34K |
Owls Nest Partners IA, LLCNEW | +25,046 | $30.56K |
Vanguard Global Advisers, LLCNEW | +13,308 | $16.24K |
CIBC Bancorp USA Inc.NEW | +10,631 | $12.97K |
Activest Wealth Management↑ INC | +8,660 | $41.67K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -118,530 | $408.93K |
XTX Topco Ltd↓ DEC | -5,011 | $14.54K |
MORGAN STANLEY↓ DEC | -3,033 | $71.49K |
KESTRA PRIVATE WEALTH SERVICES, LLC↓ DEC | -1,250 | $212.21K |