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 |
|---|---|---|---|---|
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 251,650 | $15.65M | -458,578 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 218,257 | $13.57M | -4,731 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 175,701 | $10.92M | -83,626 | ↓ DEC |
WBI INVESTMENTS, LLCCIK 0001397424 | 124,509 | $7.74M | +124,509 | NEW |
JANE STREET GROUP, LLCCIK 0001595888 | 53,880 | $3.35M | -7,282 | ↓ DEC |
Clarity Asset Management, Inc.CIK 0001756759 | 48,591 | $3.02M | +47,761 | ↑ INC |
Maridea Wealth Management LLCCIK 0002056245 | 47,978 | $2.98M | +47,978 | NEW |
Envestnet Portfolio Solutions, Inc.CIK 0001998033 | 47,639 | $2.96M | -109,179 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 44,074 | $2.65M | -63,430 | ↓ DEC |
Federation des caisses Desjardins du QuebecCIK 0002022297 | 30,801 | $1.91M | +619 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 28,705 | $1.78M | +672 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 26,586 | $1.65M | -34,770 | ↓ DEC |
3EDGE Asset Management, LPCIK 0001665605 | 24,379 | $1.52M | -11,235 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 19,365 | $1.20M | +3,164 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 16,944 | $1.05M | +1,093 | ↑ INC |
Avise Financial Cooperative, Inc.CIK 0002013342 | 16,514 | $1.03M | +958 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 13,750 | $854.84K | +13,750 | NEW |
CWM, LLCCIK 0001535847 | 13,077 | $813.00K | -30,067 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 12,590 | $782.72K | +12,590 | NEW |
PFG Investments, LLCCIK 0001973224 | 12,132 | $754.25K | +2,245 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 11,764 | $731.37K | -22,617 | ↓ DEC |
Trademark Financial Management, LLCCIK 0002011736 | 9,164 | $569.73K | -532 | ↓ DEC |
One Wealth Advisors, LLCCIK 0001725297 | 9,002 | $559.65K | -9,864 | ↓ DEC |
Mason & Associates IncCIK 0001917686 | 8,715 | $524.03K | -69 | ↓ DEC |
Perigon Wealth Management, LLCCIK 0001575239 | 8,343 | $518.68K | -8,772 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
WBI INVESTMENTS, LLCNEW | +124,509 | $7.74M |
Maridea Wealth Management LLCNEW | +47,978 | $2.98M |
Clarity Asset Management, Inc.↑ INC | +47,761 | $3.02M |
FLOW TRADERS U.S. LLC↑ INC | +38,334 | $3.45K |
Independent Advisor AllianceNEW | +13,750 | $854.84K |
FRANKLIN RESOURCES INCNEW | +12,590 | $782.72K |
TWO SIGMA SECURITIES, LLCNEW | +3,984 | $247.69K |
Archer Investment Management, LLCNEW | +3,396 | $211.10K |
Skyline Advisors, Inc.NEW | +3,376 | $209.89K |
CITADEL ADVISORS LLC↑ INC | +3,164 | $1.20M |
| Filer | Δ Shares | Value |
|---|---|---|
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -458,578 | $15.65M |
Envestnet Portfolio Solutions, Inc.↓ DEC | -109,179 | $2.96M |
LPL Financial LLC↓ DEC | -83,626 | $10.92M |
JPMORGAN CHASE & CO↓ DEC | -63,430 | $2.65M |
PARK AVENUE SECURITIES LLC↓ DEC | -39,241 | $1.17K |
Cetera Investment Advisers↓ DEC | -34,770 | $1.65M |
CWM, LLC↓ DEC | -30,067 | $813.00K |
MML INVESTORS SERVICES, LLC↓ DEC | -22,617 | $731.37K |
THRIVENT FINANCIAL FOR LUTHERANS↓ DEC | -12,564 | $377.00 |
3EDGE Asset Management, LP↓ DEC | -11,235 | $1.52M |