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 |
|---|---|---|---|---|
Chicago Partners Investment Group LLCCIK 0001563525 | 33,384 | $571.62K | +33,384 | NEW |
MOR Wealth Management, LLCCIK 0002092389 | 27,214 | $434.26K | +27,214 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,250 | $19.95K | +1,250 | NEW |
Annis Gardner Whiting Capital Advisors, LLCCIK 0001998414 | 69 | $1.10K | +69 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Chicago Partners Investment Group LLCNEW | +33,384 | $571.62K |
MOR Wealth Management, LLCNEW | +27,214 | $434.26K |
OSAIC HOLDINGS, INC.NEW | +1,250 | $19.95K |
Annis Gardner Whiting Capital Advisors, LLCNEW | +69 | $1.10K |