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 |
|---|---|---|---|---|
ParaFi Capital LPCIK 0001919332 | 1,700,000 | $62.58M | -260,000 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,019,617 | $37.53M | +198,535 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 972,849 | $35.81M | -2,632,330 | ↓ DEC |
Beaird Harris Wealth Management, LLCCIK 0001908938 | 934,247 | $34.39M | +165,458 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 928,886 | $34.19M | +153,599 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 835,998 | $30.77M | +52,590 | ↑ INC |
KALEIDOSCOPE CAPITAL LPCIK 0001702912 | 577,211 | $21.25M | +127,431 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 455,631 | $16.77M | +452,080 | ↑ INC |
Consolidated Portfolio Review CorpCIK 0001972835 | 336,325 | $12.38M | – | no_change |
Pine Ridge Advisers LLCCIK 0001845915 | 336,325 | $12.38M | – | no_change |
TRAPHAGEN INVESTMENT ADVISORS LLCCIK 0002023380 | 303,174 | $11.16M | +47,284 | ↑ INC |
CWM, LLCCIK 0001535847 | 282,917 | $10.41M | +4,566 | ↑ INC |
Crumly & Associates Inc.CIK 0001759578 | 256,201 | $9.43M | +61,350 | ↑ INC |
Clear Creek Financial Management, LLCCIK 0001784235 | 248,960 | $9.16M | +55,449 | ↑ INC |
Refined Wealth ManagementCIK 0001724729 | 245,693 | $9.04M | +45,927 | ↑ INC |
Elequin Capital, LPCIK 0001810873 | 230,080 | $8.47M | +70,080 | ↑ INC |
Orion Porfolio Solutions, LLCCIK 0001360533 | 224,693 | $8.27M | +44,729 | ↑ INC |
IMC-Chicago, LLCCIK 0001452861 | 221,353 | $8.15M | -259,411 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 216,907 | $7.98M | +124,299 | ↑ INC |
Vise Technologies, Inc.CIK 0001812090 | 165,386 | $7.87M | – | no_change |
Fielder Capital Group LLCCIK 0002010765 | 204,794 | $7.54M | +921 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 190,617 | $7.02M | +68,335 | ↑ INC |
RPg Family Wealth Advisory, LLCCIK 0001569884 | 182,186 | $6.71M | +3,709 | ↑ INC |
UNIQUE WEALTH, LLCCIK 0001957124 | 178,741 | $6.58M | +46,121 | ↑ INC |
Avenir Tech LtdCIK 0002029708 | 173,163 | $6.37M | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +452,080 | $16.77M |
WELLS FARGO & COMPANY/MN↑ INC | +198,535 | $37.53M |
Beaird Harris Wealth Management, LLC↑ INC | +165,458 | $34.39M |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +153,599 | $34.19M |
KALEIDOSCOPE CAPITAL LP↑ INC | +127,431 | $21.25M |
BANK OF AMERICA CORP /DE/↑ INC | +124,299 | $7.98M |
Garda Capital Partners LPNEW | +92,000 | $3.39M |
RFG Advisory, LLC↑ INC | +80,214 | $3.11M |
Elequin Capital, LP↑ INC | +70,080 | $8.47M |
Sanctuary Advisors, LLC↑ INC | +68,335 | $7.02M |
| Filer | Δ Shares | Value |
|---|---|---|
MILLENNIUM MANAGEMENT LLC↓ DEC | -2,632,330 | $35.81M |
JANE STREET GROUP, LLC↓ DEC | -472,614 | $2.99M |
CITADEL ADVISORS LLC↓ DEC | -297,084 | $6.19M |
Magnus Financial Group LLC↓ DEC | -293,125 | $693.28K |
ParaFi Capital LP↓ DEC | -260,000 | $62.58M |
IMC-Chicago, LLC↓ DEC | -259,411 | $8.15M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -185,602 | $805.14K |
Jump Financial, LLC↓ DEC | -139,841 | $321.20K |
HighTower Advisors, LLC↓ DEC | -128,343 | $2.90M |
MML INVESTORS SERVICES, LLC↓ DEC | -60,871 | $3.63M |