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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 103,465 | $11.42M | -7,733 | ↓ DEC |
HENGEHOLD CAPITAL MANAGEMENT LLCCIK 0001536430 | 102,183 | $11.28M | +590 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 97,660 | $10.78M | +74,682 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 77,091 | $8.51M | +45,391 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 69,126 | $7.63M | +69,101 | ↑ INC |
CIBC WORLD MARKET INC.CIK 0001421224 | 64,544 | $7.13M | +6,105 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 54,886 | $6.06M | +20,970 | ↑ INC |
MONECO ADVISORS, LLCCIK 0001765690 | 45,974 | $5.08M | +161 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 44,652 | $4.93M | +3,954 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 42,852 | $4.73M | +306 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 37,930 | $4.19M | -28,070 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 31,415 | $3.47M | +15,082 | ↑ INC |
NATIONAL BANK OF CANADA /FI/CIK 0000926171 | 29,166 | $3.22M | +28,066 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 27,739 | $3.06M | +12,504 | ↑ INC |
UBS Group AGCIK 0001610520 | 26,079 | $2.88M | +10,430 | ↑ INC |
GFS Advisors, LLCCIK 0001427263 | 6,385 | $2.75M | +6,385 | NEW |
Ashton Thomas Private Wealth, LLCCIK 0002019663 | 24,297 | $2.68M | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 23,080 | $2.55M | -45,506 | ↓ DEC |
FIDUCIARY FAMILY OFFICE, LLCCIK 0002020280 | 21,960 | $2.42M | +21,960 | NEW |
Ridge Creek Global, IncCIK 0002111429 | 21,483 | $2.37M | -70 | ↓ DEC |
Ameritas Advisory Services, LLCCIK 0001901275 | 21,103 | $2.33M | +20,703 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 20,707 | $2.29M | +6,412 | ↑ INC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 19,864 | $2.19M | +1,371 | ↑ INC |
Transamerica Financial Advisors, LLCCIK 0001502149 | 18,925 | $2.09M | +123 | ↑ INC |
NewSquare Capital LLCCIK 0001546989 | 18,533 | $2.05M | +808 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
ENVESTNET ASSET MANAGEMENT INC↑ INC | +74,682 | $10.78M |
Steward Partners Investment Advisory, LLC↑ INC | +69,101 | $7.63M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +45,391 | $8.51M |
NATIONAL BANK OF CANADA /FI/↑ INC | +28,066 | $3.22M |
FIDUCIARY FAMILY OFFICE, LLCNEW | +21,960 | $2.42M |
WELLS FARGO & COMPANY/MN↑ INC | +20,970 | $6.06M |
Ameritas Advisory Services, LLC↑ INC | +20,703 | $2.33M |
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNEW | +17,394 | $1.92M |
OPPENHEIMER & CO INC↑ INC | +15,082 | $3.47M |
BANK OF AMERICA CORP /DE/↑ INC | +12,504 | $3.06M |
| Filer | Δ Shares | Value |
|---|---|---|
AVALON CAPITAL MANAGEMENT↓ DEC | -81,630 | $239.15K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -45,506 | $2.55M |
CITADEL ADVISORS LLC↓ DEC | -28,070 | $4.19M |
FLOW TRADERS U.S. LLC↓ DEC | -12,323 | $1.17K |
MORGAN STANLEY↓ DEC | -7,733 | $11.42M |
Rockefeller Capital Management L.P.↓ DEC | -2,997 | $267.86K |
Corient Private Wealth LLC↓ DEC | -1,983 | $220.82K |
Pekin Hardy Strauss, Inc.↓ DEC | -1,500 | $964.98K |
Federation des caisses Desjardins du Quebec↓ DEC | -1,446 | $130.72K |
Clearstead Advisors, LLC↓ DEC | -1,038 | $347.13K |