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 |
|---|---|---|---|---|
DELPHI FINANCIAL GROUP, INC.CIK 0000859139 | 608,700 | $2.70M | – | no_change |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 251,728 | $1.12M | – | no_change |
CASTLEKEEP INVESTMENT ADVISORS LLCCIK 0001404780 | 179,856 | $796.76K | -2,439 | ↓ DEC |
Clear Harbor Asset Management, LLCCIK 0001511857 | 173,185 | $767.21K | -174,450 | ↓ DEC |
Waverly Advisors, LLCCIK 0001568787 | 167,250 | $740.92K | +77,250 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 152,440 | $675.31K | -78 | ↓ DEC |
EMG Holdings, L.P.CIK 0001478394 | 149,086 | $660.45K | – | no_change |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 74,952 | $332.04K | -9,488 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 68,677 | $304.24K | -66,430 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 64,468 | $285.60K | -6,819 | ↓ DEC |
Engineers Gate Manager LPCIK 0001620220 | 38,700 | $171.44K | +24,320 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 33,096 | $146.62K | +20,399 | ↑ INC |
GABLES CAPITAL MANAGEMENT INC.CIK 0001740839 | 32,477 | $143.87K | -7,973 | ↓ DEC |
DECISION INVESTMENTS, INCCIK 0002111652 | 32,050 | $141.98K | +2,070 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 30,650 | $135.78K | -491,016 | ↓ DEC |
UBS Group AGCIK 0001610520 | 28,223 | $125.03K | +28,123 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 27,593 | $122.24K | +5,560 | ↑ INC |
World Investment AdvisorsCIK 0001652594 | 21,903 | $97.03K | – | no_change |
Astra Wealth Partners LLCCIK 0002054825 | 20,000 | $88.60K | – | no_change |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 18,384 | $81.44K | +852 | ↑ INC |
CHOREO, LLCCIK 0001679031 | 16,402 | $72.66K | -187 | ↓ DEC |
Plancorp, LLCCIK 0001599579 | 15,000 | $69.15K | – | no_change |
US BANCORP \DE\CIK 0000036104 | 15,000 | $66.45K | +5,000 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 13,850 | $61.36K | -15,197 | ↓ DEC |
McIlrath & Eck, LLCCIK 0001701714 | 10,969 | $48.59K | +6,038 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Waverly Advisors, LLC↑ INC | +77,250 | $740.92K |
UBS Group AG↑ INC | +28,123 | $125.03K |
Engineers Gate Manager LP↑ INC | +24,320 | $171.44K |
XTX Topco Ltd↑ INC | +20,399 | $146.62K |
McIlrath & Eck, LLC↑ INC | +6,038 | $48.59K |
LPL Financial LLC↑ INC | +5,560 | $122.24K |
US BANCORP \DE\↑ INC | +5,000 | $66.45K |
DECISION INVESTMENTS, INC↑ INC | +2,070 | $141.98K |
Steward Partners Investment Advisory, LLC↑ INC | +852 | $81.44K |
WHITTIER TRUST CO OF NEVADA INCNEW | +201 | $919.00 |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↓ DEC | -896,913 | $23.85K |
MORGAN STANLEY↓ DEC | -491,016 | $135.78K |
Clear Harbor Asset Management, LLC↓ DEC | -174,450 | $767.21K |
JANE STREET GROUP, LLC↓ DEC | -66,430 | $304.24K |
HighTower Advisors, LLC↓ DEC | -60,000 | $44.30K |
NORTHERN TRUST CORP↓ DEC | -15,197 | $61.36K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -9,488 | $332.04K |
GABLES CAPITAL MANAGEMENT INC.↓ DEC | -7,973 | $143.87K |
OSAIC HOLDINGS, INC.↓ DEC | -6,819 | $285.60K |
ROYAL BANK OF CANADA↓ DEC | -5,553 | $5.00K |