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 |
|---|---|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCCIK 0001967332 | 1,069,685 | $15.19M | +1,069,685 | NEW |
Melia Wealth LLCCIK 0001964047 | 1,069,486 | $15.19M | -57,810 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 804,263 | $11.42M | +614,020 | ↑ INC |
UBS Group AGCIK 0001610520 | 732,231 | $10.40M | +19,215 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 338,072 | $4.80M | +2,418 | ↑ INC |
PFG AdvisorsCIK 0001694435 | 315,330 | $4.48M | +10,082 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 300,698 | $4.27M | +26,946 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 207,403 | $2.95M | -112,370 | ↓ DEC |
OUTFITTERS FINANCIAL LLCCIK 0001846505 | 205,120 | $2.91M | +775 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 187,438 | $2.66M | -6,495 | ↓ DEC |
BLAIR WILLIAM & CO/ILCIK 0000902367 | 145,754 | $2.07M | -8,728 | ↓ DEC |
DAVENPORT & Co LLCCIK 0000887777 | 139,862 | $1.99M | +2,000 | ↑ INC |
Legacy Capital Wealth Partners, LLCCIK 0001766228 | 119,068 | $1.69M | +7,739 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 108,973 | $1.55M | +14,193 | ↑ INC |
Squarepoint Ops LLCCIK 0001642575 | 103,510 | $1.47M | +33,837 | ↑ INC |
Atlantic Union Bankshares CorpCIK 0000883948 | 97,164 | $1.38M | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 95,255 | $1.35M | +6,845 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 94,100 | $1.34M | +56,700 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 90,300 | $1.28M | -501 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 81,363 | $1.16M | +67,358 | ↑ INC |
Cassaday & Co Wealth Management LLCCIK 0001963612 | 79,000 | $1.12M | -53,000 | ↓ DEC |
United Advisor Group, LLCCIK 0002004873 | 77,612 | $1.10M | +6,860 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 74,942 | $1.06M | -4,900 | ↓ DEC |
ALBERT D MASON INCCIK 0001169318 | 67,936 | $964.69K | +1,103 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 58,179 | $826.00K | -8,050 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +1,069,685 | $15.19M |
TWO SIGMA INVESTMENTS, LP↑ INC | +614,020 | $11.42M |
JANE STREET GROUP, LLC↑ INC | +67,358 | $1.16M |
CITADEL ADVISORS LLC↑ INC | +56,700 | $1.34M |
Squarepoint Ops LLC↑ INC | +33,837 | $1.47M |
Legal & General Group Plc↑ INC | +26,946 | $4.27M |
UBS Group AG↑ INC | +19,215 | $10.40M |
GREENWOOD GEARHART LLCNEW | +17,900 | $254.18K |
SIMPLEX TRADING, LLC↑ INC | +15,250 | $227.16K |
Advisors Asset Management, Inc.↑ INC | +14,193 | $1.55M |
| Filer | Δ Shares | Value |
|---|---|---|
VAN ECK ASSOCIATES CORP↓ DEC | -207,026 | $8.40K |
BlackRock, Inc.↓ DEC | -112,370 | $2.95M |
Melia Wealth LLC↓ DEC | -57,810 | $15.19M |
Cassaday & Co Wealth Management LLC↓ DEC | -53,000 | $1.12M |
HRT FINANCIAL LP↓ DEC | -47,484 | $142.00 |
Union Bancaire Privee, UBP SA↓ DEC | -11,823 | $50.69K |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -11,780 | $354.69K |
Invesco Ltd.↓ DEC | -10,983 | $614.02K |
BLAIR WILLIAM & CO/IL↓ DEC | -8,728 | $2.07M |
Virtus Investment Advisers, LLC↓ DEC | -8,462 | $582.67K |