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 |
|---|---|---|---|---|
SoftVest Advisors, LLCCIK 0001803391 | 697,893 | $7.38M | +697,893 | NEW |
Ashton Thomas Private Wealth, LLCCIK 0002019663 | 228,058 | $2.41M | +228,058 | NEW |
Beacon Pointe Advisors, LLCCIK 0001744317 | 62,800 | $664.42K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 38,861 | $411.15K | +28,445 | ↑ INC |
WADDELL & ASSOCIATES, LLCCIK 0001776757 | 15,770 | $166.84K | +353 | ↑ INC |
Welch Group, LLCCIK 0001443095 | 14,852 | $157.13K | +14,852 | NEW |
MARSHALL WACE, LLPCIK 0001318757 | 11,026 | $116.65K | +11,026 | NEW |
Mraz, Amerine & Associates, Inc.CIK 0001542324 | 10,900 | $115.32K | -25,401 | ↓ DEC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 10,558 | $111.70K | -6,503 | ↓ DEC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 10,000 | $105.80K | – | no_change |
UBS Group AGCIK 0001610520 | 7,562 | $80.01K | -562 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 6,186 | $65.45K | +1,749 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,982 | $20.97K | – | no_change |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 1,800 | $19.04K | +1,800 | NEW |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 707 | $7.48K | -5,573 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 701 | $7.42K | -1,926 | ↓ DEC |
Western Wealth Management, LLCCIK 0001767902 | 217 | $2.30K | +217 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 205 | $2.00K | +205 | NEW |
BlackRock, Inc.CIK 0002012383 | 17 | $176.00 | – | no_change |
CoreCap Advisors, LLCCIK 0001902501 | 13 | $138.00 | – | no_change |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 11 | $116.00 | – | no_change |
Caitong International Asset Management Co., LtdCIK 0001963355 | 6 | $63.00 | +6 | NEW |
ASSETMARK, INCCIK 0001344551 | 3 | $32.00 | +3 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
SoftVest Advisors, LLCNEW | +697,893 | $7.38M |
Ashton Thomas Private Wealth, LLCNEW | +228,058 | $2.41M |
CITADEL ADVISORS LLC↑ INC | +28,445 | $411.15K |
Welch Group, LLCNEW | +14,852 | $157.13K |
MARSHALL WACE, LLPNEW | +11,026 | $116.65K |
HARBOUR INVESTMENTS, INC.NEW | +1,800 | $19.04K |
MORGAN STANLEY↑ INC | +1,749 | $65.45K |
WADDELL & ASSOCIATES, LLC↑ INC | +353 | $166.84K |
Western Wealth Management, LLCNEW | +217 | $2.30K |
ROYAL BANK OF CANADANEW | +205 | $2.00K |
| Filer | Δ Shares | Value |
|---|---|---|
Mraz, Amerine & Associates, Inc.↓ DEC | -25,401 | $115.32K |
RITHOLTZ WEALTH MANAGEMENT↓ DEC | -6,503 | $111.70K |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -5,573 | $7.48K |
OSAIC HOLDINGS, INC.↓ DEC | -1,926 | $7.42K |
UBS Group AG↓ DEC | -562 | $80.01K |