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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 202,644 | $1.22M | +202,644 | NEW |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 116,463 | $702.27K | +116,463 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 78,083 | $470.94K | +7,886 | ↑ INC |
Jaffetilchin Investment Partners, LLCCIK 0001404652 | 58,198 | $350.93K | +5,835 | ↑ INC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 46,620 | $307.69K | -42,100 | ↓ DEC |
Wealthspire Advisors, LLCCIK 0001646247 | 47,498 | $286.41K | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 44,409 | $267.79K | -10,077 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 38,528 | $232.32K | +38,528 | NEW |
HighTower Advisors, LLCCIK 0001462245 | 35,342 | $213.11K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 26,776 | $161.46K | +686 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 26,518 | $159.90K | – | no_change |
WealthShield Partners, LLCCIK 0001729303 | 25,978 | $156.65K | +25,978 | NEW |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 19,121 | $115.30K | -300 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 11,117 | $67.04K | – | no_change |
TOBIAS FINANCIAL ADVISORS, INC.CIK 0001802080 | 10,000 | $60.30K | – | no_change |
UBS Group AGCIK 0001610520 | 8,423 | $50.79K | +962 | ↑ INC |
BFSG, LLCCIK 0001706836 | 3,862 | $23.29K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 2,000 | $12.00K | +1,939 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 1,946 | $11.73K | – | no_change |
Vanguard Global Advisers, LLCCIK 0001811242 | 1,771 | $10.68K | +1,771 | NEW |
Kozak & Associates, Inc.CIK 0001764970 | 666 | $4.19K | – | no_change |
Rialto Wealth Management, LLCCIK 0002054966 | 634 | $3.82K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 367 | $2.21K | -3,835 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 311 | $1.88K | – | no_change |
Prestige Wealth Management Group LLCCIK 0001772715 | 270 | $1.63K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +202,644 | $1.22M |
BALYASNY ASSET MANAGEMENT L.P.NEW | +116,463 | $702.27K |
VANGUARD FIDUCIARY TRUST CONEW | +38,528 | $232.32K |
WealthShield Partners, LLCNEW | +25,978 | $156.65K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +7,886 | $470.94K |
Jaffetilchin Investment Partners, LLC↑ INC | +5,835 | $350.93K |
ROYAL BANK OF CANADA↑ INC | +1,939 | $12.00K |
Vanguard Global Advisers, LLCNEW | +1,771 | $10.68K |
UBS Group AG↑ INC | +962 | $50.79K |
BlackRock, Inc.↑ INC | +686 | $161.46K |
| Filer | Δ Shares | Value |
|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC | -42,100 | $307.69K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -10,077 | $267.79K |
MORGAN STANLEY↓ DEC | -3,835 | $2.21K |
TWO SIGMA INVESTMENTS, LP↓ DEC | -300 | $115.30K |
Tower Research Capital LLC (TRC)↓ DEC | -177 | $675.00 |