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 |
|---|---|---|---|---|
GHP Investment Advisors, Inc.CIK 0001401561 | 7,716 | $850.92K | – | no_change |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 3,315 | $391.19K | +86 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,708 | $298.64K | – | no_change |
ELEVATION POINT WEALTH PARTNERS, LLCCIK 0001744349 | 1,865 | $205.71K | +125 | ↑ INC |
Clal Insurance Enterprises Holdings LtdCIK 0001376192 | 824,703 | $98.68K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 680 | $74.99K | – | no_change |
UBS Group AGCIK 0001610520 | 127 | $14.01K | +110 | ↑ INC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 100 | $11.03K | – | no_change |
SBI Securities Co., Ltd.CIK 0001851815 | 10 | $1.10K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 5 | $551.00 | – | no_change |
CX InstitutionalCIK 0001737089 | 2,159 | $238.00 | – | no_change |
Smartleaf Asset Management LLCCIK 0002010393 | 2 | $225.00 | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 0 | $13.00 | – | sold_all |
Harel Insurance Investments & Financial Services Ltd.CIK 0001429390 | 75 | $9.00 | +75 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
ELEVATION POINT WEALTH PARTNERS, LLC↑ INC | +125 | $205.71K |
UBS Group AG↑ INC | +110 | $14.01K |
DIMENSIONAL FUND ADVISORS LP↑ INC | +86 | $391.19K |
Harel Insurance Investments & Financial Services Ltd.NEW | +75 | $9.00 |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MNsold_all | 0 | $13.00 |