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 | 244,203 | $3.66M | +137,703 | ↑ INC |
Clear Creek Financial Management, LLCCIK 0001784235 | 242,221 | $3.63M | +93,681 | ↑ INC |
BEAM WEALTH ADVISORS, INC.CIK 0001803426 | 216,676 | $3.25M | +21,259 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 145,485 | $2.18M | – | no_change |
Snowden Capital Advisors LLCCIK 0001903055 | 136,512 | $2.05M | +136,512 | NEW |
Wiser Wealth Management, IncCIK 0001573263 | 108,395 | $1.63M | +47,982 | ↑ INC |
U.S. Capital Wealth Advisors, LLCCIK 0001808915 | 91,414 | $1.37M | +13,150 | ↑ INC |
Soltis Investment Advisors LLCCIK 0001802530 | 76,701 | $1.15M | -535 | ↓ DEC |
Lido Advisors, LLCCIK 0001650150 | 71,341 | $1.07M | +71,341 | NEW |
MAGNOLIA CAPITAL ADVISORS LLCCIK 0001803662 | 66,522 | $997.83K | +33,173 | ↑ INC |
UNIQUE WEALTH, LLCCIK 0001957124 | 60,286 | $904.29K | +8,389 | ↑ INC |
Atria Investments, IncCIK 0001535865 | 58,908 | $883.62K | +26,455 | ↑ INC |
MEITAV INVESTMENT HOUSE LTDCIK 0001398346 | 56,007 | $840.11K | +5,517 | ↑ INC |
Claro Advisors Inc.CIK 0001764386 | 54,554 | $818.31K | -8,094 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 50,867 | $763.00K | +1,040 | ↑ INC |
CWA Asset Management Group, LLCCIK 0001667134 | 49,965 | $749.48K | -6,798 | ↓ DEC |
Q Fund Management (Hong Kong) LtdCIK 0002078832 | 35,000 | $744.45K | – | no_change |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 48,630 | $729.45K | +10,547 | ↑ INC |
Keel Point, LLCCIK 0001386935 | 37,659 | $564.88K | +17,041 | ↑ INC |
RFG Advisory, LLCCIK 0001633387 | 36,909 | $553.63K | +36,909 | NEW |
Harbour Wealth Management Group, Inc.CIK 0002085855 | 36,171 | $542.57K | +36,171 | NEW |
JPMORGAN CHASE & COCIK 0000019617 | 37,481 | $542.35K | +35,539 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 35,396 | $530.94K | -133,378 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 33,478 | $502.17K | +9,681 | ↑ INC |
BRANDYWINE OAK PRIVATE WEALTH LLCCIK 0001764694 | 32,673 | $490.09K | +5,450 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +137,703 | $3.66M |
Snowden Capital Advisors LLCNEW | +136,512 | $2.05M |
Clear Creek Financial Management, LLC↑ INC | +93,681 | $3.63M |
Lido Advisors, LLCNEW | +71,341 | $1.07M |
Wiser Wealth Management, Inc↑ INC | +47,982 | $1.63M |
RFG Advisory, LLCNEW | +36,909 | $553.63K |
Harbour Wealth Management Group, Inc.NEW | +36,171 | $542.57K |
JPMORGAN CHASE & CO↑ INC | +35,539 | $542.35K |
MAGNOLIA CAPITAL ADVISORS LLC↑ INC | +33,173 | $997.83K |
Atria Investments, Inc↑ INC | +26,455 | $883.62K |
| Filer | Δ Shares | Value |
|---|---|---|
CITADEL ADVISORS LLC↓ DEC | -133,378 | $530.94K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -62,700 | $366.00K |
GROUP ONE TRADING LLC↓ DEC | -36,500 | $40.50K |
Arax Advisory Partners↓ DEC | -8,756 | $57.77K |
Claro Advisors Inc.↓ DEC | -8,094 | $818.31K |
Ankerstar Wealth, LLC↓ DEC | -7,587 | $23.61K |
CWA Asset Management Group, LLC↓ DEC | -6,798 | $749.48K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -4,408 | $205.46K |
Orion Porfolio Solutions, LLC↓ DEC | -3,373 | $332.16K |
MML INVESTORS SERVICES, LLC↓ DEC | -2,988 | $204.51K |