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 |
|---|---|---|---|---|
IBEX INVESTORS LLCCIK 0001531964 | 1,440,885 | $4.05M | – | no_change |
Bleichroeder LPCIK 0001781002 | 1,390,758 | $3.91M | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 333,294 | $936.56K | +333,294 | NEW |
MORGAN STANLEYCIK 0000895421 | 303,235 | $852.09K | +769 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 156,255 | $439.08K | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 97,392 | $273.71K | +1,828 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 43,452 | $122.10K | +43,452 | NEW |
STATE STREET CORPCIK 0000093751 | 40,636 | $114.19K | – | no_change |
NORTHERN TRUST CORPCIK 0000073124 | 26,129 | $73.42K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 18,761 | $52.72K | +1,508 | ↑ INC |
MARATHON CAPITAL MANAGEMENTCIK 0001213206 | 15,384 | $43.23K | – | no_change |
Tower Research Capital LLC (TRC)CIK 0001533421 | 2,216 | $6.23K | +260 | ↑ INC |
FINANCIAL CONSULATE, INCCIK 0001624510 | 1,353 | $3.80K | -1,384 | ↓ DEC |
UBS Group AGCIK 0001610520 | 200 | $562.00 | -349 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +333,294 | $936.56K |
VANGUARD FIDUCIARY TRUST CONEW | +43,452 | $122.10K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +1,828 | $273.71K |
BlackRock, Inc.↑ INC | +1,508 | $52.72K |
MORGAN STANLEY↑ INC | +769 | $852.09K |
Tower Research Capital LLC (TRC)↑ INC | +260 | $6.23K |
| Filer | Δ Shares | Value |
|---|---|---|
FINANCIAL CONSULATE, INC↓ DEC | -1,384 | $3.80K |
UBS Group AG↓ DEC | -349 | $562.00 |