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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 35,666 | $65.63K | – | no_change |
SHUFRO ROSE & CO LLCCIK 0000908195 | 31,287 | $57.57K | – | no_change |
MSH Capital Advisors LLCCIK 0002056306 | 21,666 | $39.87K | – | no_change |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153 | 20,000 | $36.80K | – | no_change |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 9,102 | $16.75K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 4,947 | $9.10K | +725 | ↑ INC |
NBC SECURITIES, INC.CIK 0000791540 | 2,800 | $5.15K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↑ INC | +725 | $9.10K |