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 |
|---|---|---|---|---|
FMR LLCCIK 0000315066 | 850,000 | $8.29M | +150,000 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 260,646 | $2.54M | +260,646 | NEW |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 54,196 | $528.41K | +54,196 | NEW |
Elequin Capital, LPCIK 0001810873 | 43,567 | $424.78K | -324,151 | ↓ DEC |
Jefferies Financial Group Inc.CIK 0000096223 | 23,438 | $228.52K | +23,438 | NEW |
Sunesis Advisors, LLCCIK 0001748269 | 20,713 | $201.95K | +6,501 | ↑ INC |
LaSalle St. Investment Advisors, LLCCIK 0001966193 | 20,000 | $195.00K | +20,000 | NEW |
Tactive Advisors, LLCCIK 0002002409 | 16,729 | $163.11K | +16,729 | NEW |
Powell Investment Advisors, LLCCIK 0001802195 | 15,940 | $155.41K | +15,940 | NEW |
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855 | 10,728 | $104.60K | +10,728 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 10,600 | $103.35K | -12,200 | ↓ DEC |
US BANCORP \DE\CIK 0000036104 | 3,920 | $38.22K | +3,920 | NEW |
Bogart Wealth, LLCCIK 0001715740 | 3,500 | $34.13K | +3,500 | NEW |
MAI Capital ManagementCIK 0001040197 | 3,126 | $30.48K | +20 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,638 | $15.97K | +1,638 | NEW |
SIMPLEX TRADING, LLCCIK 0001488542 | 662 | $6.45K | +619 | ↑ INC |
IFP Advisors, IncCIK 0001641866 | 630 | $6.14K | +630 | NEW |
Cassaday & Co Wealth Management LLCCIK 0001963612 | 500 | $4.88K | +500 | NEW |
Tower Research Capital LLC (TRC)CIK 0001533421 | 223 | $2.17K | -46 | ↓ DEC |
HighMark Wealth Management LLCCIK 0001802451 | 123 | $1.20K | +53 | ↑ INC |
Farther Finance Advisors, LLCCIK 0001992825 | 108 | $1.07K | +108 | NEW |
FLOW TRADERS U.S. LLCCIK 0001466697 | 86,679 | $845.00 | +86,679 | NEW |
UBS Group AGCIK 0001610520 | 15 | $146.00 | -7,018 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEYNEW | +260,646 | $2.54M |
FMR LLC↑ INC | +150,000 | $8.29M |
FLOW TRADERS U.S. LLCNEW | +86,679 | $845.00 |
ENVESTNET ASSET MANAGEMENT INCNEW | +54,196 | $528.41K |
Jefferies Financial Group Inc.NEW | +23,438 | $228.52K |
LaSalle St. Investment Advisors, LLCNEW | +20,000 | $195.00K |
Tactive Advisors, LLCNEW | +16,729 | $163.11K |
Powell Investment Advisors, LLCNEW | +15,940 | $155.41K |
KINGSWOOD WEALTH ADVISORS, LLCNEW | +10,728 | $104.60K |
Sunesis Advisors, LLC↑ INC | +6,501 | $201.95K |
| Filer | Δ Shares | Value |
|---|---|---|
Elequin Capital, LP↓ DEC | -324,151 | $424.78K |
CITADEL ADVISORS LLC↓ DEC | -12,200 | $103.35K |
UBS Group AG↓ DEC | -7,018 | $146.00 |
Tower Research Capital LLC (TRC)↓ DEC | -46 | $2.17K |