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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 61,582 | $724.82K | -9,407 | ↓ DEC |
Noble Wealth Management PBCCIK 0002055065 | 55,931 | $658.31K | +9,250 | ↑ INC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 24,061 | $283.20K | +387 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 16,755 | $194.27K | -1,762 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 16,052 | $188.95K | -3,217 | ↓ DEC |
Narwhal Capital ManagementCIK 0001461287 | 13,354 | $157.18K | +184 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 11,983 | $141.04K | +11,983 | NEW |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 11,386 | $134.01K | -2,664 | ↓ DEC |
CWM, LLCCIK 0001535847 | 10,603 | $124.80K | +823 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 2,743 | $32.28K | -2,118 | ↓ DEC |
SIT INVESTMENT ASSOCIATES INCCIK 0000769317 | 2,283,135 | $26.87K | -13,971 | ↓ DEC |
UBS Group AGCIK 0001610520 | 582 | $6.85K | +581 | ↑ INC |
GHP Investment Advisors, Inc.CIK 0001401561 | 400 | $4.71K | +400 | NEW |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 300 | $3.53K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Logan Stone Capital, LLCNEW | +11,983 | $141.04K |
Noble Wealth Management PBC↑ INC | +9,250 | $658.31K |
CWM, LLC↑ INC | +823 | $124.80K |
UBS Group AG↑ INC | +581 | $6.85K |
GHP Investment Advisors, Inc.NEW | +400 | $4.71K |
UHLMANN PRICE SECURITIES, LLC↑ INC | +387 | $283.20K |
Narwhal Capital Management↑ INC | +184 | $157.18K |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -13,971 | $26.87K |
1607 Capital Partners, LLC↓ DEC | -9,407 | $724.82K |
MORGAN STANLEY↓ DEC | -3,217 | $188.95K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -2,664 | $134.01K |
OSAIC HOLDINGS, INC.↓ DEC | -2,118 | $32.28K |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -1,762 | $194.27K |