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 |
|---|---|---|---|---|
Private Advisory Group LLCCIK 0001632965 | 41,387 | $76.98K | +41,387 | NEW |
GROUP ONE TRADING LLCCIK 0000932540 | 17,600 | $32.74K | +17,600 | NEW |
UBS Group AGCIK 0001610520 | 7,368 | $13.71K | +7,368 | NEW |
Smartleaf Asset Management LLCCIK 0002010393 | 133 | $226.00 | +133 | NEW |
MORGAN STANLEYCIK 0000895421 | 88 | $164.00 | +88 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 81 | $151.00 | +81 | NEW |
SBI Securities Co., Ltd.CIK 0001851815 | 58 | $108.00 | -1,339 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 50 | $85.00 | +50 | NEW |
Heritage Wealth AdvisorsCIK 0001591122 | 17 | $32.00 | -508 | ↓ DEC |
Western Wealth Management, LLCCIK 0001767902 | 17 | $32.00 | +17 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 10 | $18.00 | +10 | NEW |
DANSKE BANK A/SCIK 0000800177 | 7 | $13.00 | +7 | NEW |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 2 | $4.00 | +2 | NEW |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 1 | $2.00 | +1 | NEW |
CITIGROUP INCCIK 0000831001 | 1 | $2.00 | +1 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Private Advisory Group LLCNEW | +41,387 | $76.98K |
GROUP ONE TRADING LLCNEW | +17,600 | $32.74K |
UBS Group AGNEW | +7,368 | $13.71K |
Smartleaf Asset Management LLCNEW | +133 | $226.00 |
MORGAN STANLEYNEW | +88 | $164.00 |
WELLS FARGO & COMPANY/MNNEW | +81 | $151.00 |
JPMORGAN CHASE & CONEW | +50 | $85.00 |
Western Wealth Management, LLCNEW | +17 | $32.00 |
OSAIC HOLDINGS, INC.NEW | +10 | $18.00 |
DANSKE BANK A/SNEW | +7 | $13.00 |
| Filer | Δ Shares | Value |
|---|---|---|
SBI Securities Co., Ltd.↓ DEC | -1,339 | $108.00 |
Heritage Wealth Advisors↓ DEC | -508 | $32.00 |