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 |
|---|---|---|---|---|
McElhenny Sheffield Capital Management, LLCCIK 0001886813 | 103,850 | $806.91K | +30 | ↑ INC |
Accurate Wealth Management, LLCCIK 0001877728 | 65,009 | $529.18K | +40,009 | ↑ INC |
Arax Advisory PartnersCIK 0001586767 | 64,285 | $499.49K | +50,442 | ↑ INC |
MOR Wealth Management, LLCCIK 0002092389 | 50,377 | $391.43K | +12,850 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 50,295 | $390.79K | +1,294 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 45,815 | $355.98K | +28,756 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 26,583 | $206.55K | +14,086 | ↑ INC |
LCM Capital Management IncCIK 0001861752 | 20,000 | $155.40K | – | no_change |
Chicago Partners Investment Group LLCCIK 0001563525 | 13,234 | $110.90K | +13,234 | NEW |
Altium Investment Strategies LLCCIK 0002131949 | 10,000 | $81.40K | +10,000 | NEW |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 10,000 | $77.70K | -4,492 | ↓ DEC |
GROUP ONE TRADING LLCCIK 0000932540 | 4,842 | $37.62K | +837 | ↑ INC |
SIMPLEX TRADING, LLCCIK 0001488542 | 4,580 | $35.59K | -7,737 | ↓ DEC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 2,827 | $21.97K | +1,047 | ↑ INC |
Portus Wealth Advisors, LLCCIK 0002097516 | 384 | $2.98K | +384 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 300 | $2.00K | – | no_change |
HHM Wealth Advisors, LLCCIK 0001750086 | 174 | $1.35K | -1 | ↓ DEC |
Sunbelt Securities, Inc.CIK 0001632932 | 140 | $1.09K | – | no_change |
THRIVENT FINANCIAL FOR LUTHERANSCIK 0000314984 | 45,756 | $356.00 | +45,756 | NEW |
Western Wealth Management, LLCCIK 0001767902 | 40 | $311.00 | +40 | NEW |
Ankerstar Wealth, LLCCIK 0002053917 | 29 | $225.00 | – | no_change |
Penserra Capital Management LLCCIK 0001593324 | 14,910 | $115.00 | +11,049 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Arax Advisory Partners↑ INC | +50,442 | $499.49K |
THRIVENT FINANCIAL FOR LUTHERANSNEW | +45,756 | $356.00 |
Accurate Wealth Management, LLC↑ INC | +40,009 | $529.18K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +28,756 | $355.98K |
JANE STREET GROUP, LLC↑ INC | +14,086 | $206.55K |
Chicago Partners Investment Group LLCNEW | +13,234 | $110.90K |
MOR Wealth Management, LLC↑ INC | +12,850 | $391.43K |
Penserra Capital Management LLC↑ INC | +11,049 | $115.00 |
Altium Investment Strategies LLCNEW | +10,000 | $81.40K |
CITADEL ADVISORS LLC↑ INC | +1,294 | $390.79K |
| Filer | Δ Shares | Value |
|---|---|---|
SIMPLEX TRADING, LLC↓ DEC | -7,737 | $35.59K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -4,492 | $77.70K |
HHM Wealth Advisors, LLC↓ DEC | -1 | $1.35K |