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 |
|---|---|---|---|---|
Newtyn Management, LLCCIK 0001569241 | 345,000 | $9.24M | +345,000 | NEW |
MORGAN STANLEYCIK 0000895421 | 223,847 | $5.99M | +137,202 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 207,588 | $5.56M | +135,595 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 167,973 | $4.50M | +134,638 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 140,185 | $3.75M | +85,803 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 139,301 | $3.73M | -238,244 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 100,822 | $2.70M | +58,646 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 82,806 | $2.22M | +82,806 | NEW |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 63,381 | $1.70M | +49,773 | ↑ INC |
AA Financial Advisors, LLCCIK 0002016899 | 61,000 | $1.63M | -9,000 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 58,429 | $1.56M | +38,550 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 43,862 | $1.17M | +15,110 | ↑ INC |
UBS Group AGCIK 0001610520 | 34,189 | $915.58K | +15,136 | ↑ INC |
Marex Group LtdCIK 0001997464 | 29,361 | $786.29K | +29,361 | NEW |
STIFEL FINANCIAL CORPCIK 0000720672 | 28,518 | $763.71K | -13,561 | ↓ DEC |
Niles Investment Management, LLCCIK 0002016708 | 24,257 | $649.60K | +24,257 | NEW |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 24,095 | $645.26K | +24,095 | NEW |
Point72 Asset Management, L.P.CIK 0001603466 | 22,744 | $609.08K | +22,744 | NEW |
Sovran Advisors, LLCCIK 0002051471 | 18,344 | $597.28K | +18,344 | NEW |
Private Advisor Group, LLCCIK 0001567755 | 20,376 | $545.67K | +5,283 | ↑ INC |
Total Clarity Wealth Management, Inc.CIK 0001804909 | 20,252 | $542.35K | +13,022 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 19,672 | $526.82K | +6,920 | ↑ INC |
&PARTNERSCIK 0000107136 | 19,415 | $519.93K | +7,446 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 18,583 | $497.65K | +6,420 | ↑ INC |
GC Wealth Management RIA, LLCCIK 0002011169 | 18,000 | $482.04K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Newtyn Management, LLCNEW | +345,000 | $9.24M |
MORGAN STANLEY↑ INC | +137,202 | $5.99M |
LPL Financial LLC↑ INC | +135,595 | $5.56M |
Cetera Investment Advisers↑ INC | +134,638 | $4.50M |
Kestra Advisory Services, LLC↑ INC | +85,803 | $3.75M |
Thomas J. Herzfeld Advisors, Inc.NEW | +82,806 | $2.22M |
OSAIC HOLDINGS, INC.↑ INC | +58,646 | $2.70M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +49,773 | $1.70M |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +38,550 | $1.56M |
Cambridge Investment Research Advisors, Inc.↑ INC | +32,671 | $1.09K |
| Filer | Δ Shares | Value |
|---|---|---|
JANE STREET GROUP, LLC↓ DEC | -238,244 | $3.73M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -21,176 | $210.68K |
STIFEL FINANCIAL CORP↓ DEC | -13,561 | $763.71K |
AA Financial Advisors, LLC↓ DEC | -9,000 | $1.63M |
Evanson Asset Management, LLC↓ DEC | -7,500 | $200.85K |
Virtu Financial LLC↓ DEC | -5,522 | $502.00 |
Mariner, LLC↓ DEC | -3,943 | $294.85K |
HARBOUR INVESTMENTS, INC.↓ DEC | -1,009 | $7.04K |
CWM, LLC↓ DEC | -630 | $15.27K |
Quantinno Capital Management LP↓ DEC | -545 | $316.86K |