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 |
|---|---|---|---|---|
Carter Financial Group, INC.CIK 0001919749 | 12,867 | $66.14K | +16 | ↑ INC |
Ascentis Independent AdvisorsCIK 0001845003 | 11,145 | $57.29K | +11,145 | NEW |
Keystone Financial GroupCIK 0001729299 | 10,731 | $55.16K | +10,731 | NEW |
Main Street Group, LTDCIK 0001965796 | 6,732 | $34.60K | – | no_change |
Bay Harbor Wealth Management, LLCCIK 0001767989 | 5,144 | $26.59K | – | no_change |
Ancora Advisors LLCCIK 0001446114 | 2,495 | $12.83K | – | no_change |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 11,673 | $60.00 | +167 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Ascentis Independent AdvisorsNEW | +11,145 | $57.29K |
Keystone Financial GroupNEW | +10,731 | $55.16K |
HANTZ FINANCIAL SERVICES, INC.↑ INC | +167 | $60.00 |
Carter Financial Group, INC.↑ INC | +16 | $66.14K |