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 |
|---|---|---|---|---|
J. Safra Sarasin Holding AGCIK 0001890222 | 113,720 | $191.05K | +113,720 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 79,860 | $134.16K | +7,145 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 66,574 | $111.84K | +66,574 | NEW |
FORTEM FINANCIAL GROUP, LLCCIK 0001766509 | 50,000 | $84.00K | – | no_change |
Vontobel Holding Ltd.CIK 0001588340 | 38,000 | $63.84K | +38,000 | NEW |
CreativeOne Wealth, LLCCIK 0001739728 | 29,069 | $48.84K | +29,069 | NEW |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 25,571 | $42.96K | +25,571 | NEW |
CITIGROUP INCCIK 0000831001 | 24,702 | $41.50K | +23,435 | ↑ INC |
Scientech Research LLCCIK 0002011556 | 24,530 | $41.21K | +24,530 | NEW |
UBS Group AGCIK 0001610520 | 17,635 | $29.63K | +2,465 | ↑ INC |
StoneX Group Inc.CIK 0000913760 | 16,460 | $27.65K | +16,460 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 15,000 | $25.20K | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 12,000 | $20.16K | -7,800 | ↓ DEC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 10,000 | $16.80K | +10,000 | NEW |
EverSource Wealth Advisors, LLCCIK 0001710537 | 113 | $10.71K | -373 | ↓ DEC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 5,443 | $9.14K | -145 | ↓ DEC |
Hickory Point Bank & TrustCIK 0002039144 | 2,000 | $3.36K | +2,000 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 1,539 | $3.00K | +1,539 | NEW |
SHP Wealth ManagementCIK 0001807060 | 100 | $168.00 | +100 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
J. Safra Sarasin Holding AGNEW | +113,720 | $191.05K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +66,574 | $111.84K |
Vontobel Holding Ltd.NEW | +38,000 | $63.84K |
CreativeOne Wealth, LLCNEW | +29,069 | $48.84K |
VANGUARD FIDUCIARY TRUST CONEW | +25,571 | $42.96K |
Scientech Research LLCNEW | +24,530 | $41.21K |
CITIGROUP INC↑ INC | +23,435 | $41.50K |
StoneX Group Inc.NEW | +16,460 | $27.65K |
Concurrent Investment Advisors, LLCNEW | +10,000 | $16.80K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +7,145 | $134.16K |
| Filer | Δ Shares | Value |
|---|---|---|
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -7,800 | $20.16K |
EverSource Wealth Advisors, LLC↓ DEC | -373 | $10.71K |
Tower Research Capital LLC (TRC)↓ DEC | -145 | $9.14K |