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 |
|---|---|---|---|---|
Eurizon Capital SGR S.p.A.CIK 0002107286 | 360,000 | $241.88K | – | no_change |
ALLIANZ SECIK 0001127508 | 234,050 | $157.26K | – | no_change |
AlTi Global, Inc.CIK 0001838615 | 200,288 | $134.57K | – | no_change |
SmartHarvest Portfolios, LLCCIK 0002066604 | 134,447 | $90.33K | +116,666 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 37,036 | $24.88K | +37,036 | NEW |
XTX Topco LtdCIK 0001828301 | 24,527 | $16.48K | +24,527 | NEW |
MORGAN STANLEYCIK 0000895421 | 15,420 | $10.36K | -30,480 | ↓ DEC |
GAMMA Investing LLCCIK 0002010235 | 14,288 | $9.60K | +11,461 | ↑ INC |
Simplicity Wealth,LLCCIK 0001913243 | 12,211 | $8.21K | +12,211 | NEW |
UBS Group AGCIK 0001610520 | 3,107 | $2.09K | -309 | ↓ DEC |
Farther Finance Advisors, LLCCIK 0001992825 | 3 | $2.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
SmartHarvest Portfolios, LLC↑ INC | +116,666 | $90.33K |
Independent Advisor AllianceNEW | +37,036 | $24.88K |
XTX Topco LtdNEW | +24,527 | $16.48K |
Simplicity Wealth,LLCNEW | +12,211 | $8.21K |
GAMMA Investing LLC↑ INC | +11,461 | $9.60K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -30,480 | $10.36K |
UBS Group AG↓ DEC | -309 | $2.09K |