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 |
|---|---|---|---|---|
AVENIR CORPCIK 0001033475 | 5,215,776 | $2.95M | -14,323 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,879,989 | $1.06M | +1,879,989 | NEW |
Skylands Capital, LLCCIK 0001299910 | 1,707,498 | $966.96K | -147,017 | ↓ DEC |
Neuberger Berman Group LLCCIK 0001465109 | 1,683,007 | $950.78K | +57,367 | ↑ INC |
CM Management, LLCCIK 0001841857 | 1,476,500 | $836.14K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 782,992 | $443.41K | +12,441 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 707,262 | $400.62K | +103,495 | ↑ INC |
Sargent Investment Group, LLCCIK 0001766157 | 549,900 | $311.41K | -62,100 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 499,955 | $283.12K | – | no_change |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 313,856 | $177.64K | +313,856 | NEW |
CIBC Bancorp USA Inc.CIK 0001711924 | 172,649 | $97.77K | – | no_change |
STATE STREET CORPCIK 0000093751 | 159,293 | $90.21K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 130,419 | $74.25K | – | no_change |
UBS Group AGCIK 0001610520 | 115,200 | $65.20K | -72 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 107,751 | $61.02K | -951 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 104,139 | $58.97K | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 100,720 | $57.04K | +600 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 100,169 | $56.73K | -16,311 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 92,540 | $52.41K | – | no_change |
Key Client Fiduciary Advisors, LLCCIK 0001912612 | 78,457 | $44.43K | – | no_change |
Waverly Advisors, LLCCIK 0001568787 | 55,556 | $31.46K | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 48,000 | $27.18K | – | no_change |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 43,947 | $24.89K | +7,995 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 39,123 | $22.14K | +417 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 35,570 | $20.14K | +5,888 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,879,989 | $1.06M |
VANGUARD FIDUCIARY TRUST CONEW | +313,856 | $177.64K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +103,495 | $400.62K |
Neuberger Berman Group LLC↑ INC | +57,367 | $950.78K |
RITHOLTZ WEALTH MANAGEMENTNEW | +27,443 | $15.54K |
Vanguard Global Advisers, LLCNEW | +13,865 | $7.85K |
BlackRock, Inc.↑ INC | +12,441 | $443.41K |
MARATHON CAPITAL MANAGEMENTNEW | +10,000 | $5.66K |
GOLDMAN SACHS GROUP INC↑ INC | +7,995 | $24.89K |
XTX Topco Ltd↑ INC | +5,888 | $20.14K |
| Filer | Δ Shares | Value |
|---|---|---|
Skylands Capital, LLC↓ DEC | -147,017 | $966.96K |
CITADEL ADVISORS LLC↓ DEC | -138,480 | $6.12K |
Sargent Investment Group, LLC↓ DEC | -62,100 | $311.41K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -53,418 | $16.96K |
MORGAN STANLEY↓ DEC | -16,311 | $56.73K |
AVENIR CORP↓ DEC | -14,323 | $2.95M |
Seelaus Asset Management LLC↓ DEC | -1,000 | $9.23K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -951 | $61.02K |
Rockefeller Capital Management L.P.↓ DEC | -705 | $1.05K |
WELLS FARGO & COMPANY/MN↓ DEC | -480 | $142.00 |