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 |
|---|---|---|---|---|
Sanctuary Advisors, LLCCIK 0001777271 | 29,448 | $507.19K | -9,112 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 18,971 | $326.75K | -296 | ↓ DEC |
Compass Ion Advisors, LLCCIK 0001621100 | 14,297 | $246.25K | +14,297 | NEW |
Waverly Advisors, LLCCIK 0001568787 | 11,888 | $204.75K | – | no_change |
EverSource Wealth Advisors, LLCCIK 0001710537 | 1,061 | $19.50K | +1,057 | ↑ INC |
Legacy Wealth Managment, LLC/IDCIK 0002045082 | 564 | $9.71K | +564 | NEW |
Clearstead Advisors, LLCCIK 0000842775 | 449 | $7.73K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 400 | $6.89K | – | no_change |
CWM, LLCCIK 0001535847 | 120 | $2.07K | +120 | NEW |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 40 | $689.00 | +40 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Compass Ion Advisors, LLCNEW | +14,297 | $246.25K |
EverSource Wealth Advisors, LLC↑ INC | +1,057 | $19.50K |
Legacy Wealth Managment, LLC/IDNEW | +564 | $9.71K |
CWM, LLCNEW | +120 | $2.07K |
HARBOUR INVESTMENTS, INC.NEW | +40 | $689.00 |
| Filer | Δ Shares | Value |
|---|---|---|
Sanctuary Advisors, LLC↓ DEC | -9,112 | $507.19K |
JANE STREET GROUP, LLC↓ DEC | -296 | $326.75K |