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 |
|---|---|---|---|---|
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 3,004,416 | $90.10M | +7,356 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,078,938 | $62.35M | +606,254 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 1,361,254 | $40.82M | +63,861 | ↑ INC |
EMORY UNIVERSITYCIK 0001377635 | 1,354,148 | $40.61M | +330,731 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 1,225,219 | $36.74M | +383,404 | ↑ INC |
Paragon Advisors, LLCCIK 0001799719 | 1,073,430 | $32.19M | +404,372 | ↑ INC |
Tidal Investments LLCCIK 0001600064 | 991,110 | $29.72M | +858,703 | ↑ INC |
Sloy Dahl & Holst, LLCCIK 0001690295 | 850,614 | $25.51M | +43,318 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 832,601 | $24.97M | -2,335,117 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 719,078 | $21.57M | +707,822 | ↑ INC |
KALEIDOSCOPE CAPITAL LPCIK 0001702912 | 611,747 | $18.35M | +154,656 | ↑ INC |
SteelPeak Wealth, LLCCIK 0001801868 | 599,531 | $17.98M | +175 | ↑ INC |
Ovata Capital Management LtdCIK 0001724517 | 567,872 | $17.03M | – | no_change |
ParaFi Capital LPCIK 0001919332 | 520,000 | $15.59M | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 409,012 | $12.27M | +113,042 | ↑ INC |
NewEdge Wealth, LLCCIK 0001861796 | 383,564 | $11.50M | +371,398 | ↑ INC |
RIVERSEDGE ADVISORS, LLCCIK 0001787663 | 370,049 | $11.10M | +173,469 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 360,099 | $10.80M | +12,625 | ↑ INC |
EagleClaw Capital Managment, LLCCIK 0001607636 | 313,677 | $9.41M | +12,487 | ↑ INC |
Apriem AdvisorsCIK 0001425165 | 286,259 | $8.58M | +140,592 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 282,129 | $8.46M | +80,908 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 274,103 | $8.22M | -1,240,770 | ↓ DEC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 267,561 | $8.02M | +248,751 | ↑ INC |
Pasadena Private Wealth, LLCCIK 0001760578 | 228,044 | $6.84M | -82,421 | ↓ DEC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 227,896 | $6.83M | +42,885 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Tidal Investments LLC↑ INC | +858,703 | $29.72M |
MORGAN STANLEY↑ INC | +707,822 | $21.57M |
WELLS FARGO & COMPANY/MN↑ INC | +606,254 | $62.35M |
Paragon Advisors, LLC↑ INC | +404,372 | $32.19M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +383,404 | $36.74M |
NewEdge Wealth, LLC↑ INC | +371,398 | $11.50M |
EMORY UNIVERSITY↑ INC | +330,731 | $40.61M |
Betterment LLCNEW | +272,654 | $8.18K |
Beacon Pointe Advisors, LLC↑ INC | +248,751 | $8.02M |
RIVERSEDGE ADVISORS, LLC↑ INC | +173,469 | $11.10M |
| Filer | Δ Shares | Value |
|---|---|---|
MILLENNIUM MANAGEMENT LLC↓ DEC | -2,335,117 | $24.97M |
JANE STREET GROUP, LLC↓ DEC | -1,240,770 | $8.22M |
IMC-Chicago, LLC↓ DEC | -377,384 | $1.18M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -94,400 | $1.23M |
AXXCESS WEALTH MANAGEMENT, LLC↓ DEC | -94,207 | $1.17M |
Pasadena Private Wealth, LLC↓ DEC | -82,421 | $6.84M |
Proficio Capital Partners LLC↓ DEC | -44,267 | $795.00K |
ASSETMARK, INC↓ DEC | -32,646 | $4.67M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -27,759 | $1.24M |
Firestone Capital Management↓ DEC | -26,238 | $252.67K |