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 |
|---|---|---|---|---|
Oasis Advisors, LLCCIK 0002124777 | 133,776 | $22.21M | +126,590 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 17,806 | $2.96M | +417 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 14,733 | $2.45M | -518 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 14,406 | $2.39M | +2,031 | ↑ INC |
MADDEN SECURITIES CorpCIK 0001803566 | 12,565 | $2.09M | +9,400 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 12,519 | $2.08M | +9,506 | ↑ INC |
CreativeOne Wealth, LLCCIK 0001739728 | 10,868 | $1.80M | +1,374 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 8,987 | $1.49M | +7,599 | ↑ INC |
WINNOW WEALTH LLCCIK 0002079687 | 8,063 | $1.34M | -581 | ↓ DEC |
Freestone Capital Holdings, LLCCIK 0001470876 | 8,000 | $1.33M | – | no_change |
Private Advisor Group, LLCCIK 0001567755 | 6,787 | $1.13M | +175 | ↑ INC |
Jaffetilchin Investment Partners, LLCCIK 0001404652 | 5,971 | $991.41K | +3,220 | ↑ INC |
Split Rock Private Trading & Wealth Management, LLCCIK 0002095884 | 5,729 | $951.19K | +5,729 | NEW |
Oakmont Advisory Group, LLCCIK 0002115370 | 4,992 | $828.79K | +400 | ↑ INC |
Orion Porfolio Solutions, LLCCIK 0001360533 | 4,931 | $818.59K | -2,460 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 3,507 | $582.18K | – | no_change |
DOVER ADVISORS, LLCCIK 0001964541 | 3,487 | $578.93K | +279 | ↑ INC |
OLD MISSION CAPITAL LLCCIK 0001455915 | 3,473 | $576.60K | -2,473 | ↓ DEC |
Dynamic Advisor Solutions LLCCIK 0001599747 | 3,118 | $517.66K | +3,118 | NEW |
Tactive Advisors, LLCCIK 0002002409 | 2,827 | $469.35K | +7 | ↑ INC |
Mutual Advisors, LLCCIK 0001694080 | 1,973 | $327.57K | +605 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 1,827 | $303.30K | +20 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 1,798 | $298.51K | +1,798 | NEW |
DECISION INVESTMENTS, INCCIK 0002111652 | 1,321 | $219.32K | +25 | ↑ INC |
Weaver Consulting GroupCIK 0001780055 | 1,262 | $209.46K | -19 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Oasis Advisors, LLC↑ INC | +126,590 | $22.21M |
JANE STREET GROUP, LLC↑ INC | +9,506 | $2.08M |
MADDEN SECURITIES Corp↑ INC | +9,400 | $2.09M |
CITADEL ADVISORS LLC↑ INC | +7,599 | $1.49M |
Split Rock Private Trading & Wealth Management, LLCNEW | +5,729 | $951.19K |
Jaffetilchin Investment Partners, LLC↑ INC | +3,220 | $991.41K |
Dynamic Advisor Solutions LLCNEW | +3,118 | $517.66K |
OSAIC HOLDINGS, INC.↑ INC | +2,031 | $2.39M |
INDEPENDENT FINANCIAL GROUP, LLCNEW | +1,798 | $298.51K |
CreativeOne Wealth, LLC↑ INC | +1,374 | $1.80M |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -3,077 | $1.49K |
OLD MISSION CAPITAL LLC↓ DEC | -2,473 | $576.60K |
Orion Porfolio Solutions, LLC↓ DEC | -2,460 | $818.59K |
WINNOW WEALTH LLC↓ DEC | -581 | $1.34M |
LPL Financial LLC↓ DEC | -518 | $2.45M |
CoreCap Advisors, LLC↓ DEC | -54 | $22.58K |
Weaver Consulting Group↓ DEC | -19 | $209.46K |
Capital Analysts, LLC↓ DEC | -3 | $19.00 |