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 |
|---|---|---|---|---|
Ascentis Wealth Management, LLCCIK 0002032602 | 99,247 | $974.63K | +26,969 | ↑ INC |
Ascentis Independent AdvisorsCIK 0001845003 | 59,833 | $587.56K | +59,833 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Ascentis Independent AdvisorsNEW | +59,833 | $587.56K |
Ascentis Wealth Management, LLC↑ INC | +26,969 | $974.63K |