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 |
|---|---|---|---|---|
Stonebridge Financial Group, LLCCIK 0002009367 | 18,700 | $458.52K | +18,700 | NEW |
Comprehensive Financial Planning, Inc./PACIK 0002044855 | 1,878 | $46.01K | -1,701 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Stonebridge Financial Group, LLCNEW | +18,700 | $458.52K |
| Filer | Δ Shares | Value |
|---|---|---|
Comprehensive Financial Planning, Inc./PA↓ DEC | -1,701 | $46.01K |