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 |
|---|---|---|---|---|
WOODWARD DIVERSIFIED CAPITAL, LLCCIK 0001846177 | 2,117,183 | $5.91M | +184,472 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,695,480 | $4.10M | +1,695,480 | NEW |
Bleichroeder LPCIK 0001781002 | 1,380,666 | $3.34M | +666,666 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 453,761 | $1.10M | +72,354 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 405,872 | $982.21K | +20,564 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 323,865 | $783.75K | -12,156 | ↓ DEC |
FLPUTNAM INVESTMENT MANAGEMENT COCIK 0001140334 | 280,904 | $679.79K | -22,410 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 251,610 | $608.90K | +251,610 | NEW |
CM Management, LLCCIK 0001841857 | 250,000 | $605.00K | +250,000 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 164,456 | $397.98K | +21,618 | ↑ INC |
Provident Wealth Management, LLCCIK 0001799797 | 155,670 | $376.72K | – | no_change |
STATE STREET CORPCIK 0000093751 | 145,850 | $352.96K | – | no_change |
LPL Financial LLCCIK 0001403438 | 139,041 | $336.48K | +4,684 | ↑ INC |
UBS Group AGCIK 0001610520 | 122,579 | $296.64K | +75,219 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 119,008 | $288.00K | +9,021 | ↑ INC |
LifeSteps Financial, Inc.CIK 0001801373 | 118,862 | $287.65K | +787 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 88,048 | $213.08K | -4,141 | ↓ DEC |
AMG National Trust BankCIK 0001388829 | 75,351 | $182.35K | – | no_change |
Falcon Wealth PlanningCIK 0001839850 | 63,185 | $152.91K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 61,980 | $149.99K | -209,343 | ↓ DEC |
SteelPeak Wealth, LLCCIK 0001801868 | 60,895 | $147.37K | +50,000 | ↑ INC |
683 Capital Management, LLCCIK 0001404574 | 60,000 | $145.20K | -71,084 | ↓ DEC |
Creative PlanningCIK 0001540235 | 45,572 | $110.28K | +1,764 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 41,000 | $105.37K | +4,000 | ↑ INC |
KWB WealthCIK 0001822236 | 23,327 | $101.71K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,695,480 | $4.10M |
Bleichroeder LP↑ INC | +666,666 | $3.34M |
VANGUARD FIDUCIARY TRUST CONEW | +251,610 | $608.90K |
CM Management, LLCNEW | +250,000 | $605.00K |
WOODWARD DIVERSIFIED CAPITAL, LLC↑ INC | +184,472 | $5.91M |
UBS Group AG↑ INC | +75,219 | $296.64K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +72,354 | $1.10M |
SteelPeak Wealth, LLC↑ INC | +50,000 | $147.37K |
NORTHERN TRUST CORP↑ INC | +21,618 | $397.98K |
BlackRock, Inc.↑ INC | +20,564 | $982.21K |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -209,343 | $149.99K |
GOLDMAN SACHS GROUP INC↓ DEC | -151,197 | $78.92K |
683 Capital Management, LLC↓ DEC | -71,084 | $145.20K |
JANE STREET GROUP, LLC↓ DEC | -59,741 | $29.04K |
BARCLAYS PLC↓ DEC | -49,848 | $79.27K |
OMERS ADMINISTRATION Corp↓ DEC | -37,200 | $42.59K |
XTX Topco Ltd↓ DEC | -28,088 | $55.50K |
FLPUTNAM INVESTMENT MANAGEMENT CO↓ DEC | -22,410 | $679.79K |
Align Financial, LLC↓ DEC | -21,806 | $15.71K |
MAI Capital Management↓ DEC | -14,121 | $28.45K |