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 |
|---|---|---|---|---|
FARALLON CAPITAL MANAGEMENT, L.L.C.CIK 0000909661 | 603,000 | $26.90M | -2,782,500 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 533,529 | $23.80M | +30,767 | ↑ INC |
Yarbrough Capital, LLCCIK 0001767686 | 498,495 | $22.24M | +468,443 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 168,993 | $7.54M | +162,585 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 123,936 | $5.53M | +4,515 | ↑ INC |
Mariner, LLCCIK 0001373442 | 123,016 | $5.49M | +47,254 | ↑ INC |
Intrinsic Edge Capital Management LLCCIK 0001671754 | 105,432 | $4.70M | – | no_change |
BRANDYWINE OAK PRIVATE WEALTH LLCCIK 0001764694 | 101,772 | $4.54M | +12,841 | ↑ INC |
Werba Rubin Papier Wealth ManagementCIK 0001971029 | 87,549 | $3.91M | +87,549 | NEW |
WCG Wealth Advisors LLCCIK 0001855713 | 67,850 | $3.03M | +2,890 | ↑ INC |
Avior Wealth Management, LLCCIK 0001599868 | 60,265 | $2.69M | +60,265 | NEW |
Oasis Advisors, LLCCIK 0002124777 | 986,424 | $1.83M | +937,596 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 38,786 | $1.73M | – | no_change |
Savvy Advisors, Inc.CIK 0002003633 | 38,412 | $1.71M | +38,412 | NEW |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 35,146 | $1.57M | +7,652 | ↑ INC |
Strategic Family Wealth Counselors, L.L.C.CIK 0001729755 | 34,764 | $1.55M | +712 | ↑ INC |
Exit Wealth Advisors, LLC.CIK 0002082744 | 33,190 | $1.48M | -9,971 | ↓ DEC |
Claro Advisors Inc.CIK 0001764386 | 31,854 | $1.42M | +162 | ↑ INC |
Cambridge Advisors Inc.CIK 0001633695 | 27,157 | $1.21M | -22 | ↓ DEC |
Atria Investments, IncCIK 0001535865 | 23,518 | $1.05M | +13,369 | ↑ INC |
Soltis Investment Advisors LLCCIK 0001802530 | 21,893 | $976.56K | -263 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 21,247 | $947.76K | +5,519 | ↑ INC |
Pasadena Private Wealth, LLCCIK 0001760578 | 19,816 | $883.93K | +19,816 | NEW |
Founders Capital ManagementCIK 0001704300 | 19,604 | $874.48K | +3,428 | ↑ INC |
Souders Financial AdvisorsCIK 0001811240 | 19,042 | $849.41K | +19,042 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Oasis Advisors, LLC↑ INC | +937,596 | $1.83M |
Yarbrough Capital, LLC↑ INC | +468,443 | $22.24M |
JANE STREET GROUP, LLC↑ INC | +162,585 | $7.54M |
Werba Rubin Papier Wealth ManagementNEW | +87,549 | $3.91M |
Avior Wealth Management, LLCNEW | +60,265 | $2.69M |
Mariner, LLC↑ INC | +47,254 | $5.49M |
Savvy Advisors, Inc.NEW | +38,412 | $1.71M |
LPL Financial LLC↑ INC | +30,767 | $23.80M |
Pasadena Private Wealth, LLCNEW | +19,816 | $883.93K |
Souders Financial AdvisorsNEW | +19,042 | $849.41K |
| Filer | Δ Shares | Value |
|---|---|---|
FARALLON CAPITAL MANAGEMENT, L.L.C.↓ DEC | -2,782,500 | $26.90M |
Virtu Financial LLC↓ DEC | -88,915 | $1.37K |
Orion Porfolio Solutions, LLC↓ DEC | -39,354 | $491.12K |
Revolve Wealth Partners, LLC↓ DEC | -34,408 | $617.58K |
FLOW TRADERS U.S. LLC↓ DEC | -24,857 | $925.00 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -10,446 | $352.81K |
Exit Wealth Advisors, LLC.↓ DEC | -9,971 | $1.48M |
Allworth Financial LP↓ DEC | -4,938 | $52.77K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -4,583 | $488.09K |
Steward Partners Investment Advisory, LLC↓ DEC | -3,681 | $268.62K |