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 |
|---|---|---|---|---|
CITIGROUP INCCIK 0000831001 | 4,498,386 | $70.31M | -3,301,614 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,045,650 | $16.34M | +240,798 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 419,100 | $6.55M | +390,400 | ↑ INC |
BARCLAYS PLCCIK 0000312069 | 19,600 | $2.63M | -5,000 | ↓ DEC |
Centric Wealth ManagementCIK 0001752761 | 73,218 | $1.88M | +2,000 | ↑ INC |
TRUE Private Wealth AdvisorsCIK 0001667074 | 95,335 | $1.49M | +9,997 | ↑ INC |
Headlands Technologies LLCCIK 0001570271 | 56,424 | $881.91K | +56,424 | NEW |
Altura Wealth Advisors Inc.CIK 0001931465 | 52,489 | $820.40K | -3,787 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 51,042 | $797.79K | -113,990 | ↓ DEC |
Avestar Capital, LLCCIK 0001704404 | 50,000 | $781.50K | +50,000 | NEW |
United Advisor Group, LLCCIK 0002004873 | 20,133 | $314.68K | +20,133 | NEW |
Mayflower Financial Advisors, LLCCIK 0001852930 | 17,595 | $275.01K | +2,803 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 15,400 | $240.70K | +2,500 | ↑ INC |
HUB Investment Partners, LLCCIK 0001841815 | 13,500 | $211.00K | – | no_change |
GTS SECURITIES LLCCIK 0001452765 | 11,234 | $175.59K | -13,341 | ↓ DEC |
TWO SIGMA SECURITIES, LLCCIK 0001450144 | 10,712 | $167.43K | +10,712 | NEW |
Gordian Capital Singapore Pte LtdCIK 0001869164 | 10,040 | $156.93K | +9,000 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 3,233 | $50.53K | – | no_change |
Larson Financial Group LLCCIK 0001731061 | 635 | $9.93K | -435,600 | ↓ DEC |
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864 | 265 | $4.14K | -80 | ↓ DEC |
Portus Wealth Advisors, LLCCIK 0002097516 | 253 | $3.95K | +253 | NEW |
HRT FINANCIAL LPCIK 0001475597 | 72,685 | $1.14K | +51,433 | ↑ INC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 15 | $234.00 | +12 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
RENAISSANCE TECHNOLOGIES LLC↑ INC | +390,400 | $6.55M |
MORGAN STANLEY↑ INC | +240,798 | $16.34M |
Headlands Technologies LLCNEW | +56,424 | $881.91K |
HRT FINANCIAL LP↑ INC | +51,433 | $1.14K |
Avestar Capital, LLCNEW | +50,000 | $781.50K |
United Advisor Group, LLCNEW | +20,133 | $314.68K |
TWO SIGMA SECURITIES, LLCNEW | +10,712 | $167.43K |
TRUE Private Wealth Advisors↑ INC | +9,997 | $1.49M |
Gordian Capital Singapore Pte Ltd↑ INC | +9,000 | $156.93K |
Mayflower Financial Advisors, LLC↑ INC | +2,803 | $275.01K |
| Filer | Δ Shares | Value |
|---|---|---|
CITIGROUP INC↓ DEC | -3,301,614 | $70.31M |
Larson Financial Group LLC↓ DEC | -435,600 | $9.93K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -113,990 | $797.79K |
GTS SECURITIES LLC↓ DEC | -13,341 | $175.59K |
BARCLAYS PLC↓ DEC | -5,000 | $2.63M |
Altura Wealth Advisors Inc.↓ DEC | -3,787 | $820.40K |
CREATIVE FINANCIAL DESIGNS INC /ADV↓ DEC | -80 | $4.14K |