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 |
|---|---|---|---|---|
Ascentis Wealth Management, LLCCIK 0002032602 | 923 | $263.00 | +923 | NEW |
RESOURCES MANAGEMENT CORP /CT/ /ADVCIK 0000749044 | 200 | $0.00 | +200 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Ascentis Wealth Management, LLCNEW | +923 | $263.00 |
RESOURCES MANAGEMENT CORP /CT/ /ADVNEW | +200 | $0.00 |