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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 1,778,712 | $48.20M | +218,547 | ↑ INC |
Adams Asset Advisors, LLCCIK 0001386929 | 888,264 | $24.07M | +73,412 | ↑ INC |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 860,226 | $23.31M | -15,436 | ↓ DEC |
Hollow Brook Wealth Management LLCCIK 0001455251 | 803,023 | $21.76M | – | no_change |
ArchPoint InvestorsCIK 0001483472 | 499,898 | $13.55M | -59,362 | ↓ DEC |
MidFirst BankCIK 0002077076 | 494,153 | $13.39M | – | no_change |
Meixler Investment Management, Ltd.CIK 0001911615 | 384,769 | $10.76M | -29,775 | ↓ DEC |
ROYCE & ASSOCIATES LPCIK 0000906304 | 338,629 | $9.18M | – | no_change |
Delta Investment Management, LLCCIK 0001757043 | 285,042 | $7.72M | -6,291 | ↓ DEC |
NATIXISCIK 0001274981 | 234,400 | $6.35M | – | no_change |
Texas Yale Capital Corp.CIK 0001332342 | 207,500 | $5.62M | +6,000 | ↑ INC |
&PARTNERSCIK 0000107136 | 187,177 | $5.07M | +15,727 | ↑ INC |
Freestone Capital Holdings, LLCCIK 0001470876 | 187,000 | $5.07M | +101,000 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 173,031 | $4.69M | +34,191 | ↑ INC |
Kingsview Wealth Management, LLCCIK 0001791965 | 171,305 | $4.64M | -6,668 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 148,848 | $4.03M | -5,369 | ↓ DEC |
ING GROEP NVCIK 0001039765 | 131,500 | $3.56M | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 125,717 | $3.41M | +1,873 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 122,603 | $3.32M | +15,921 | ↑ INC |
GraniteShares Advisors LLCCIK 0001839545 | 109,894 | $2.98M | -12,578 | ↓ DEC |
Geneos Wealth Management Inc.CIK 0001764754 | 109,291 | $2.96M | +11,263 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 85,000 | $2.30M | +2,250 | ↑ INC |
UBS Group AGCIK 0001610520 | 82,704 | $2.24M | -9,714 | ↓ DEC |
Moors & Cabot, Inc.CIK 0001607239 | 82,660 | $2.24M | +1,960 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 80,795 | $2.19M | +19,360 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +218,547 | $48.20M |
Freestone Capital Holdings, LLC↑ INC | +101,000 | $5.07M |
Adams Asset Advisors, LLC↑ INC | +73,412 | $24.07M |
HRT FINANCIAL LP↑ INC | +68,254 | $2.59K |
FIRST TRUST ADVISORS LP↑ INC | +34,191 | $4.69M |
Larson Financial Group LLCNEW | +23,729 | $643.06K |
GOLDMAN SACHS GROUP INC↑ INC | +21,744 | $1.49M |
GLENMEDE TRUST CO NA↑ INC | +20,000 | $1.48M |
LPL Financial LLC↑ INC | +19,360 | $2.19M |
Beacon Pointe Advisors, LLC↑ INC | +18,255 | $1.81M |
| Filer | Δ Shares | Value |
|---|---|---|
CITADEL ADVISORS LLC↓ DEC | -111,118 | $1.70M |
ArchPoint Investors↓ DEC | -59,362 | $13.55M |
JANE STREET GROUP, LLC↓ DEC | -51,044 | $890.04K |
Meixler Investment Management, Ltd.↓ DEC | -29,775 | $10.76M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -26,411 | $921.40K |
Jump Financial, LLC↓ DEC | -22,168 | $729.86K |
Arrow Investment Advisors, LLC↓ DEC | -17,889 | $207.45K |
HORIZON KINETICS ASSET MANAGEMENT LLC↓ DEC | -15,436 | $23.31M |
GraniteShares Advisors LLC↓ DEC | -12,578 | $2.98M |
UBS Group AG↓ DEC | -9,714 | $2.24M |