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 |
|---|---|---|---|---|
EverSource Wealth Advisors, LLCCIK 0001710537 | 54,843 | $377.87K | +54,641 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 127,491 | $206.52K | +127,491 | NEW |
MOSAIC FAMILY WEALTH PARTNERS, LLCCIK 0001965241 | 101,665 | $164.69K | -3,880 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 58,764 | $95.19K | +44,737 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 51,535 | $83.48K | -628 | ↓ DEC |
MGO ONE SEVEN LLCCIK 0001731444 | 41,000 | $66.42K | – | no_change |
Collaborative Wealth Managment Inc.CIK 0001896419 | 28,473 | $46.12K | – | no_change |
RHODES INVESTMENT ADVISORS INC /ADVCIK 0001005186 | 25,000 | $40.50K | – | no_change |
LPL Financial LLCCIK 0001403438 | 20,665 | $33.48K | -11,198 | ↓ DEC |
Kovack Advisors, Inc.CIK 0001728321 | 20,073 | $32.92K | – | no_change |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 20,000 | $32.40K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 13,362 | $21.65K | +13,361 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 13,303 | $21.55K | +3,301 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 13,043 | $21.13K | -953 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 11,235 | $18.20K | +11,235 | NEW |
Creative PlanningCIK 0001540235 | 10,011 | $16.22K | -16,247 | ↓ DEC |
Axiom Investment Management LLCCIK 0001513703 | 8,625 | $13.97K | -31,010 | ↓ DEC |
Allworth Financial LPCIK 0001555170 | 6,780 | $10.98K | – | no_change |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 3,321 | $5.38K | -3,970 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,913 | $3.10K | +1,384 | ↑ INC |
SIT INVESTMENT ASSOCIATES INCCIK 0000769317 | 1,597,150 | $2.59K | +145,115 | ↑ INC |
CWM, LLCCIK 0001535847 | 1,337 | $2.17K | – | no_change |
FIFTH THIRD BANCORPCIK 0000035527 | 1,000 | $1.62K | – | no_change |
SOA Wealth Advisors, LLC.CIK 0001849444 | 386 | $625.00 | – | no_change |
PIN OAK INVESTMENT ADVISORS INCCIK 0001094584 | 171,400 | $278.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +145,115 | $2.59K |
Almitas Capital LLCNEW | +127,491 | $206.52K |
EverSource Wealth Advisors, LLC↑ INC | +54,641 | $377.87K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +44,737 | $95.19K |
MORGAN STANLEY↑ INC | +13,361 | $21.65K |
XTX Topco LtdNEW | +11,235 | $18.20K |
WELLS FARGO & COMPANY/MN↑ INC | +3,301 | $21.55K |
Cambridge Investment Research Advisors, Inc.↑ INC | +2,500 | $49.00 |
UBS Group AG↑ INC | +1,384 | $3.10K |
| Filer | Δ Shares | Value |
|---|---|---|
Axiom Investment Management LLC↓ DEC | -31,010 | $13.97K |
Creative Planning↓ DEC | -16,247 | $16.22K |
LPL Financial LLC↓ DEC | -11,198 | $33.48K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -3,970 | $5.38K |
MOSAIC FAMILY WEALTH PARTNERS, LLC↓ DEC | -3,880 | $164.69K |
CITADEL ADVISORS LLC↓ DEC | -953 | $21.13K |
OSAIC HOLDINGS, INC.↓ DEC | -628 | $83.48K |