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 |
|---|---|---|---|---|
Grace & Mercy Foundation, Inc.CIK 0001715783 | 2,500,000 | $12.03M | – | no_change |
1492 Capital Management LLCCIK 0001584087 | 301,706 | $1.45M | +15,824 | ↑ INC |
Waverly Advisors, LLCCIK 0001568787 | 250,000 | $1.20M | +250,000 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 239,180 | $1.15M | +239,180 | NEW |
Harvest Investment Services, LLCCIK 0001591097 | 201,273 | $968.12K | +98,470 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 140,299 | $674.84K | +140,299 | NEW |
Cornerstone Management, Inc.CIK 0001587867 | 125,000 | $601.25K | +125,000 | NEW |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 60,886 | $292.86K | +60,886 | NEW |
Skylands Capital, LLCCIK 0001299910 | 51,812 | $249.22K | -37,958 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 34,764 | $167.22K | +34,764 | NEW |
Beacon Pointe Advisors, LLCCIK 0001744317 | 25,000 | $120.25K | – | no_change |
NORTHERN TRUST CORPCIK 0000073124 | 22,536 | $108.40K | +22,536 | NEW |
CWM, LLCCIK 0001535847 | 9,237 | $44.43K | +9,237 | NEW |
UBS Group AGCIK 0001610520 | 7,435 | $35.76K | +6,916 | ↑ INC |
MAI Capital ManagementCIK 0001040197 | 5,000 | $24.20K | – | no_change |
Tower Research Capital LLC (TRC)CIK 0001533421 | 2,698 | $12.98K | +2,698 | NEW |
Vanguard Global Advisers, LLCCIK 0001811242 | 1,385 | $6.66K | +1,385 | NEW |
EverSource Wealth Advisors, LLCCIK 0001710537 | 279 | $6.19K | -1,238 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,000 | $4.81K | +1,000 | NEW |
Western Wealth Management, LLCCIK 0001767902 | 673 | $3.24K | +673 | NEW |
Annandale Capital, LLCCIK 0001811739 | 250,000 | $1.20K | – | no_change |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 100 | $494.00 | +100 | NEW |
HRT FINANCIAL LPCIK 0001475597 | 45,195 | $217.00 | +13,703 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Waverly Advisors, LLCNEW | +250,000 | $1.20M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +239,180 | $1.15M |
GEODE CAPITAL MANAGEMENT, LLCNEW | +140,299 | $674.84K |
Cornerstone Management, Inc.NEW | +125,000 | $601.25K |
Harvest Investment Services, LLC↑ INC | +98,470 | $968.12K |
VANGUARD FIDUCIARY TRUST CONEW | +60,886 | $292.86K |
BlackRock, Inc.NEW | +34,764 | $167.22K |
NORTHERN TRUST CORPNEW | +22,536 | $108.40K |
1492 Capital Management LLC↑ INC | +15,824 | $1.45M |
HRT FINANCIAL LP↑ INC | +13,703 | $217.00 |
| Filer | Δ Shares | Value |
|---|---|---|
Skylands Capital, LLC↓ DEC | -37,958 | $249.22K |
EverSource Wealth Advisors, LLC↓ DEC | -1,238 | $6.19K |