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 |
|---|---|---|---|---|
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 1,224,883 | $6.06M | – | no_change |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 83,403 | $412.43K | +63,403 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 46,612 | $230.49K | -61,469 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 21,817 | $107.89K | – | no_change |
ATWOOD & PALMER INCCIK 0001044929 | 7,100 | $35.11K | – | no_change |
TD PRIVATE CLIENT WEALTH LLCCIK 0001551017 | 6,735 | $33.30K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 5,650 | $27.97K | -1,000 | ↓ DEC |
Carolina Wealth Advisors, LLCCIK 0001786411 | 3,775 | $18.67K | – | no_change |
MCGUIRE CAPITAL ADVISORS INCCIK 0002112006 | 2,326 | $11.50K | -500 | ↓ DEC |
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864 | 2,000 | $9.89K | – | no_change |
CoreCap Advisors, LLCCIK 0001902501 | 1,445 | $7.15K | – | no_change |
BANK OF MONTREAL /CAN/CIK 0000927971 | 1,100 | $5.48K | – | no_change |
Colonial Trust AdvisorsCIK 0001567993 | 1,000 | $4.95K | – | no_change |
Root Financial Partners, LLCCIK 0001977181 | 952 | $4.71K | +952 | NEW |
CWM, LLCCIK 0001535847 | 510 | $2.52K | +10 | ↑ INC |
Aviso Financial Inc.CIK 0002033534 | 200 | $989.00 | – | no_change |
MORGAN STANLEYCIK 0000895421 | 200 | $989.00 | – | no_change |
Allworth Financial LPCIK 0001555170 | 151 | $747.00 | – | no_change |
Western Pacific Wealth Management, LPCIK 0001907320 | 80 | $396.00 | +80 | NEW |
Key Capital Management, INCCIK 0002107249 | 60 | $297.00 | +60 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 50 | $247.00 | – | no_change |
IFP Advisors, IncCIK 0001641866 | 40 | $198.00 | – | no_change |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 35 | $174.00 | – | no_change |
Winch Advisory Services, LLCCIK 0001585822 | 32 | $158.00 | – | no_change |
Federation des caisses Desjardins du QuebecCIK 0002022297 | 30 | $148.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
BALYASNY ASSET MANAGEMENT L.P.↑ INC | +63,403 | $412.43K |
Root Financial Partners, LLCNEW | +952 | $4.71K |
Western Pacific Wealth Management, LPNEW | +80 | $396.00 |
Key Capital Management, INCNEW | +60 | $297.00 |
CWM, LLC↑ INC | +10 | $2.52K |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -61,469 | $230.49K |
OSAIC HOLDINGS, INC.↓ DEC | -1,000 | $27.97K |
MCGUIRE CAPITAL ADVISORS INC↓ DEC | -500 | $11.50K |