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 |
|---|---|---|---|---|
Equitable Holdings, Inc.CIK 0001333986 | 565,293 | $3.89M | +231,418 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 423,548 | $2.08M | -164,275 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 169,017 | $831.56K | +58,117 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 161,560 | $794.88K | -61,558 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 139,410 | $686.00K | -126,024 | ↓ DEC |
BLUEFIN CAPITAL MANAGEMENT, LLCCIK 0001144208 | 103,201 | $507.75K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 70,721 | $347.95K | -118,913 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 48,374 | $237.99K | +1 | ↑ INC |
Samalin Investment Counsel, LLCCIK 0001544366 | 43,923 | $216.10K | +13,302 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 35,027 | $172.33K | +19,705 | ↑ INC |
ASHTON THOMAS SECURITIES, LLCCIK 0000771572 | 25,126 | $123.62K | +25,126 | NEW |
UBS Group AGCIK 0001610520 | 20,048 | $98.64K | -8,886 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 19,676 | $96.81K | +9,375 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 19,392 | $95.41K | -13,534 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 16,920 | $83.25K | -7,774 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 16,637 | $81.86K | +5,176 | ↑ INC |
INTEGRITY ALLIANCE, LLC.CIK 0001352260 | 16,534 | $81.35K | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 14,041 | $69.08K | -67 | ↓ DEC |
Advisory Advocates, LLCCIK 0002111697 | 12,917 | $63.55K | -9,147 | ↓ DEC |
SOA Wealth Advisors, LLC.CIK 0001849444 | 12,166 | $59.86K | – | no_change |
Gladstone Institutional Advisory LLCCIK 0001766530 | 10,293 | $50.64K | – | no_change |
STEPHENS INC /AR/CIK 0000757657 | 10,082 | $49.60K | – | no_change |
Abel Hall, LLCCIK 0002013339 | 10,000 | $49.20K | +10,000 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 9,733 | $47.88K | -2,419 | ↓ DEC |
IFG Advisory, LLCCIK 0001728319 | 4,378 | $21.54K | -8,890 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Equitable Holdings, Inc.↑ INC | +231,418 | $3.89M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +58,117 | $831.56K |
ASHTON THOMAS SECURITIES, LLCNEW | +25,126 | $123.62K |
JANE STREET GROUP, LLC↑ INC | +19,705 | $172.33K |
Samalin Investment Counsel, LLC↑ INC | +13,302 | $216.10K |
Abel Hall, LLCNEW | +10,000 | $49.20K |
Corient Private Wealth LLC↑ INC | +9,375 | $96.81K |
Kestra Advisory Services, LLC↑ INC | +5,176 | $81.86K |
Nemes Rush Group LLCNEW | +1,210 | $5.95K |
Scarborough Advisors, LLC↑ INC | +11 | $1.85K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -164,275 | $2.08M |
ROYAL BANK OF CANADA↓ DEC | -126,024 | $686.00K |
CITADEL ADVISORS LLC↓ DEC | -118,913 | $347.95K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -61,558 | $794.88K |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -28,730 | $19.16K |
WELLS FARGO & COMPANY/MN↓ DEC | -13,534 | $95.41K |
EverSource Wealth Advisors, LLC↓ DEC | -9,880 | $5.51K |
Advisory Advocates, LLC↓ DEC | -9,147 | $63.55K |
IFG Advisory, LLC↓ DEC | -8,890 | $21.54K |
UBS Group AG↓ DEC | -8,886 | $98.64K |