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 |
|---|---|---|---|---|
Galaxy Digital Inc.CIK 0001859392 | 725,000 | $48.92M | +725,000 | NEW |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 685,542 | $46.25M | +585,396 | ↑ INC |
Gradient Investments LLCCIK 0001542265 | 466,647 | $31.48M | +51,479 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 257,615 | $17.38M | -51,093 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 93,858 | $6.33M | +11,547 | ↑ INC |
Farringdon Capital, Ltd.CIK 0001750980 | 74,020 | $4.99M | +16,761 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 61,392 | $4.14M | -1,047 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 52,187 | $3.52M | +45,906 | ↑ INC |
MEITAV INVESTMENT HOUSE LTDCIK 0001398346 | 47,368 | $3.20M | +14,721 | ↑ INC |
Arete Wealth Advisors, LLCCIK 0001600151 | 46,051 | $3.10M | +15,404 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 45,676 | $3.08M | -8,374 | ↓ DEC |
Key Client Fiduciary Advisors, LLCCIK 0001912612 | 25,061 | $1.69M | +3,642 | ↑ INC |
Brown Financial AdvisorsCIK 0002035548 | 23,532 | $1.59M | +1,400 | ↑ INC |
Paladin Wealth, LLCCIK 0002040377 | 16,537 | $1.12M | +2,394 | ↑ INC |
Fortis Group Advisors, LLCCIK 0001815183 | 10,954 | $833.05K | -4,516 | ↓ DEC |
Mattson Financial Services, LLCCIK 0002034595 | 10,884 | $734.34K | +447 | ↑ INC |
RM Financial Services, LLCCIK 0002109852 | 9,844 | $664.17K | +2,062 | ↑ INC |
Brookstone Capital ManagementCIK 0001599584 | 9,754 | $658.10K | -2,089 | ↓ DEC |
Vise Technologies, Inc.CIK 0001812090 | 6,768 | $589.97K | – | no_change |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 7,483 | $504.88K | -21,904 | ↓ DEC |
Venture Visionary Partners LLCCIK 0001792283 | 7,100 | $479.04K | – | no_change |
Private Advisor Group, LLCCIK 0001567755 | 6,634 | $447.60K | -18,241 | ↓ DEC |
Watchman Group, Inc.CIK 0001748726 | 6,210 | $418.99K | – | no_change |
GREAT VALLEY ADVISOR GROUP, INC.CIK 0001769897 | 6,000 | $404.82K | – | no_change |
Milestone Asset Management Group, LLCCIK 0002063452 | 5,925 | $399.79K | -331 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Galaxy Digital Inc.NEW | +725,000 | $48.92M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +585,396 | $46.25M |
Gradient Investments LLC↑ INC | +51,479 | $31.48M |
JANE STREET GROUP, LLC↑ INC | +45,906 | $3.52M |
Virtu Financial LLC↑ INC | +40,512 | $4.64K |
Farringdon Capital, Ltd.↑ INC | +16,761 | $4.99M |
Arete Wealth Advisors, LLC↑ INC | +15,404 | $3.10M |
MEITAV INVESTMENT HOUSE LTD↑ INC | +14,721 | $3.20M |
LPL Financial LLC↑ INC | +11,547 | $6.33M |
Key Client Fiduciary Advisors, LLC↑ INC | +3,642 | $1.69M |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↓ DEC | -51,093 | $17.38M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -21,904 | $504.88K |
Private Advisor Group, LLC↓ DEC | -18,241 | $447.60K |
Cetera Investment Advisers↓ DEC | -8,374 | $3.08M |
Fortis Group Advisors, LLC↓ DEC | -4,516 | $833.05K |
Brookstone Capital Management↓ DEC | -2,089 | $658.10K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -1,263 | $360.00 |
A4 Wealth Advisors LLC↓ DEC | -1,252 | $213.68K |
HRT FINANCIAL LP↓ DEC | -1,057 | $210.00 |
FIRST TRUST ADVISORS LP↓ DEC | -1,047 | $4.14M |