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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 3,418,132 | $110.23M | -17,203,650 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,150,097 | $37.09M | +270,563 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 978,627 | $31.56M | +691,429 | ↑ INC |
Quent Capital, LLCCIK 0001912338 | 927,927 | $29.93M | +94,369 | ↑ INC |
STRATEGIC INVESTMENT MANAGEMENT, LLCCIK 0000846633 | 705,972 | $22.77M | -241,600 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 648,036 | $20.90M | -232,630 | ↓ DEC |
SUMITOMO LIFE INSURANCE COCIK 0000937760 | 646,328 | $20.84M | -1,100,568 | ↓ DEC |
USA FINANCIAL FORMULASCIK 0001633716 | 577,692 | $18.63M | +561,795 | ↑ INC |
Prospera Financial Services IncCIK 0001541625 | 365,110 | $11.77M | +299,144 | ↑ INC |
Lifeworks Advisors, LLCCIK 0001882132 | 337,979 | $10.90M | +337,979 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 325,483 | $10.50M | -342,500 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 324,659 | $10.47M | +284,756 | ↑ INC |
DEUTSCHE BANK AG\CIK 0000948046 | 262,012 | $8.45M | -9,912 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 203,604 | $6.57M | +148,691 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 197,031 | $6.35M | +158,327 | ↑ INC |
Callan Family Office, LLCCIK 0001938970 | 180,809 | $5.83M | -1,669 | ↓ DEC |
DT Investment Partners, LLCCIK 0001537621 | 172,790 | $5.57M | -6,544 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 172,019 | $5.55M | +114,870 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 171,071 | $5.52M | +123,340 | ↑ INC |
Alliance Wealth Advisors, LLC /UTCIK 0001893261 | 169,779 | $5.48M | +64,790 | ↑ INC |
Rakuten Investment Management, Inc.CIK 0002062680 | 236,000 | $5.44M | +118,000 | ↑ INC |
Sovran Advisors, LLCCIK 0002051471 | 129,527 | $4.45M | -1,708 | ↓ DEC |
Inscription Capital, LLCCIK 0001767868 | 135,170 | $4.36M | -36,657 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 133,940 | $4.32M | +101,593 | ↑ INC |
UBS Group AGCIK 0001610520 | 125,382 | $4.04M | +70,921 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
WELLS FARGO & COMPANY/MN↑ INC | +691,429 | $31.56M |
Duquesne Family Office LLCNEW | +643,000 | $20.74K |
USA FINANCIAL FORMULAS↑ INC | +561,795 | $18.63M |
Lifeworks Advisors, LLCNEW | +337,979 | $10.90M |
Prospera Financial Services Inc↑ INC | +299,144 | $11.77M |
OSAIC HOLDINGS, INC.↑ INC | +284,756 | $10.47M |
MORGAN STANLEY↑ INC | +270,563 | $37.09M |
HighTower Advisors, LLC↑ INC | +158,327 | $6.35M |
STIFEL FINANCIAL CORP↑ INC | +148,691 | $6.57M |
CITADEL ADVISORS LLC↑ INC | +123,340 | $5.52M |
| Filer | Δ Shares | Value |
|---|---|---|
BlackRock, Inc.↓ DEC | -17,203,650 | $110.23M |
SUMITOMO LIFE INSURANCE CO↓ DEC | -1,100,568 | $20.84M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -610,854 | $988.33K |
JPMORGAN CHASE & CO↓ DEC | -541,260 | $1.82M |
GOLDMAN SACHS GROUP INC↓ DEC | -342,500 | $10.50M |
STRATEGIC INVESTMENT MANAGEMENT, LLC↓ DEC | -241,600 | $22.77M |
BANK OF AMERICA CORP /DE/↓ DEC | -232,630 | $20.90M |
Neuberger Berman Group LLC↓ DEC | -182,106 | $1.18M |
Well Done, LLC↓ DEC | -161,274 | $225.10K |
Bank of New York Mellon Corp↓ DEC | -37,111 | $2.88M |