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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 1,416,500 | $14.01M | -179,595 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 698,796 | $6.91M | -98,274 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 508,317 | $5.03M | +6,200 | ↑ INC |
Uncommon Cents Investing LLCCIK 0001729754 | 311,878 | $3.08M | -400 | ↓ DEC |
Matisse CapitalCIK 0001668256 | 188,070 | $1.86M | – | no_change |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 72,036 | $712.44K | +64,609 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 65,640 | $649.18K | +2,116 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 35,507 | $351.16K | +8,361 | ↑ INC |
GABELLI FUNDS LLCCIK 0001081407 | 32,229 | $318.75K | – | no_change |
Ancora Advisors LLCCIK 0001446114 | 20,324 | $201.00K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 18,135 | $179.35K | -6,214 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 16,816 | $166.31K | +2,422 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 15,785 | $156.11K | +1,008 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 15,460 | $152.90K | +986 | ↑ INC |
SPIREPOINT PRIVATE CLIENT, LLCCIK 0002022908 | 11,048 | $109.27K | -341 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 2,816 | $27.85K | +1,408 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,097 | $10.85K | -1,454 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 1,018 | $9.82K | +15 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 772 | $7.64K | -909 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 501 | $4.95K | – | no_change |
US BANCORP \DE\CIK 0000036104 | 377 | $3.73K | – | no_change |
Creative Capital Management Investments LLCCIK 0001957363 | 170 | $1.68K | +170 | NEW |
ASSETMARK, INCCIK 0001344551 | 63 | $623.00 | – | no_change |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 48 | $475.00 | +3 | ↑ INC |
CITIGROUP INCCIK 0000831001 | 5 | $49.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +64,609 | $712.44K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +8,361 | $351.16K |
Shaker Financial Services, LLC↑ INC | +6,200 | $5.03M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +2,422 | $166.31K |
MORGAN STANLEY↑ INC | +2,116 | $649.18K |
OSAIC HOLDINGS, INC.↑ INC | +1,408 | $27.85K |
LPL Financial LLC↑ INC | +1,008 | $156.11K |
Logan Stone Capital, LLC↑ INC | +986 | $152.90K |
Creative Capital Management Investments LLCNEW | +170 | $1.68K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +15 | $9.82K |
| Filer | Δ Shares | Value |
|---|---|---|
1607 Capital Partners, LLC↓ DEC | -179,595 | $14.01M |
Allspring Global Investments Holdings, LLC↓ DEC | -98,274 | $6.91M |
CITADEL ADVISORS LLC↓ DEC | -6,214 | $179.35K |
UBS Group AG↓ DEC | -1,454 | $10.85K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -909 | $7.64K |
Uncommon Cents Investing LLC↓ DEC | -400 | $3.08M |
SPIREPOINT PRIVATE CLIENT, LLC↓ DEC | -341 | $109.27K |