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 |
|---|---|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 124,948 | $629.74K | -3,682 | ↓ DEC |
North Star Investment Management Corp.CIK 0001342857 | 94,631 | $476.94K | – | no_change |
Sequoia Financial Advisors, LLCCIK 0001599900 | 84,909 | $427.94K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 84,669 | $426.73K | -6,355 | ↓ DEC |
Vectors Research Management, LLCCIK 0001750557 | 72,272 | $364.25K | +72,272 | NEW |
Verdence Capital Advisors LLCCIK 0001719305 | 72,272 | $364.25K | +72,272 | NEW |
Corient Private Wealth LLCCIK 0001948780 | 55,918 | $281.83K | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 52,671 | $265.46K | -4,360 | ↓ DEC |
Cassaday & Co Wealth Management LLCCIK 0001963612 | 36,634 | $184.64K | +243 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 35,000 | $176.40K | -2,467,442 | ↓ DEC |
BARD ASSOCIATES INCCIK 0001105907 | 28,778 | $145.04K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 26,956 | $135.86K | -3,045 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 25,651 | $129.28K | -699 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 24,692 | $124.45K | – | no_change |
J. L. Bainbridge & Co., Inc.CIK 0001742315 | 24,206 | $122.00K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 21,834 | $110.04K | +6,604 | ↑ INC |
WOODMONT INVESTMENT COUNSEL LLCCIK 0001133653 | 21,690 | $109.32K | – | no_change |
SILVERCREST ASSET MANAGEMENT GROUP LLCCIK 0001232395 | 19,032 | $95.92K | – | no_change |
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758 | 19,000 | $95.76K | -19,000 | ↓ DEC |
Tortoise Investment Management, LLCCIK 0001599511 | 18,897 | $95.24K | – | no_change |
Creative PlanningCIK 0001540235 | 17,463 | $88.01K | – | no_change |
BANK OF MONTREAL /CAN/CIK 0000927971 | 17,212 | $86.75K | – | no_change |
Wescott Financial Advisory Group, LLCCIK 0001864880 | 16,408 | $82.70K | – | no_change |
Baker Avenue Asset Management, LPCIK 0001432529 | 15,983 | $80.55K | – | no_change |
Concurrent Investment Advisors, LLCCIK 0002001015 | 14,338 | $72.26K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Verdence Capital Advisors LLCNEW | +72,272 | $364.25K |
Vectors Research Management, LLCNEW | +72,272 | $364.25K |
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCNEW | +12,797 | $64.50K |
CITADEL ADVISORS LLC↑ INC | +6,604 | $110.04K |
Cassaday & Co Wealth Management LLC↑ INC | +243 | $184.64K |
TD Capital Management LLC↑ INC | +93 | $68.64K |
LPL Financial LLC↑ INC | +29 | $52.34K |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -2,467,442 | $176.40K |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -19,000 | $95.76K |
ROYAL BANK OF CANADA↓ DEC | -10,210 | $21.00K |
MORGAN STANLEY↓ DEC | -6,355 | $426.73K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -4,360 | $265.46K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -3,682 | $629.74K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -3,045 | $135.86K |
WELLS FARGO & COMPANY/MN↓ DEC | -699 | $129.28K |