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 |
|---|---|---|---|---|
Ramirez Asset Management, Inc.CIK 0001992110 | 209,847 | $4.59M | +30,253 | ↑ INC |
AdvisorShares Investments LLCCIK 0001425930 | 57,182 | $1.27M | -3,501 | ↓ DEC |
RHUMBLINE ADVISERSCIK 0001115418 | 53,972 | $1.19M | +3,376 | ↑ INC |
YOUSIF CAPITAL MANAGEMENT, LLCCIK 0001858789 | 31,549 | $689.21K | – | no_change |
GAMMA Investing LLCCIK 0002010235 | 16,194 | $358.54K | +1,959 | ↑ INC |
Sterling Capital Management LLCCIK 0001329883 | 8,400 | $183.50K | -5,415 | ↓ DEC |
Salomon & Ludwin, LLCCIK 0001766156 | 1,403 | $32.02K | +442 | ↑ INC |
Westside Investment Management, Inc.CIK 0001538383 | 1,156 | $26.38K | – | no_change |
Ascentis Wealth Management, LLCCIK 0002032602 | 552 | $12.22K | +277 | ↑ INC |
RMG Wealth Management LLCCIK 0001844731 | 412 | $8.88K | +412 | NEW |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 394 | $8.72K | +54 | ↑ INC |
First Command Advisory Services, Inc.CIK 0001727336 | 18 | $399.00 | +18 | NEW |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 27 | $1.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Ramirez Asset Management, Inc.↑ INC | +30,253 | $4.59M |
RHUMBLINE ADVISERS↑ INC | +3,376 | $1.19M |
GAMMA Investing LLC↑ INC | +1,959 | $358.54K |
Salomon & Ludwin, LLC↑ INC | +442 | $32.02K |
RMG Wealth Management LLCNEW | +412 | $8.88K |
Ascentis Wealth Management, LLC↑ INC | +277 | $12.22K |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +54 | $8.72K |
First Command Advisory Services, Inc.NEW | +18 | $399.00 |
| Filer | Δ Shares | Value |
|---|---|---|
Sterling Capital Management LLC↓ DEC | -5,415 | $183.50K |
AdvisorShares Investments LLC↓ DEC | -3,501 | $1.27M |