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 |
|---|---|---|---|---|
NEOS Investment Management LLCCIK 0002001019 | 5,374,907 | $102.98M | -32,030 | ↓ DEC |
Tidal Investments LLCCIK 0001600064 | 2,451,058 | $46.96M | +1,113,746 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 1,477,171 | $28.30M | +1,065,471 | ↑ INC |
Bouchey Financial Group LtdCIK 0001599054 | 957,597 | $19.54M | +270,698 | ↑ INC |
Berger Financial Group, IncCIK 0001826136 | 858,524 | $16.45M | +177,369 | ↑ INC |
SYON CAPITAL LLCCIK 0001999353 | 728,768 | $13.96M | +652,244 | ↑ INC |
ASSETMARK, INCCIK 0001344551 | 626,385 | $12.00M | +22,036 | ↑ INC |
Gradient Investments LLCCIK 0001542265 | 624,768 | $11.97M | +69,320 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 340,390 | $6.52M | +109,970 | ↑ INC |
Farringdon Capital, Ltd.CIK 0001750980 | 260,621 | $4.99M | +58,686 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 216,749 | $4.15M | -3,709 | ↓ DEC |
Simplify Asset Management Inc.CIK 0001846368 | 209,151 | $4.01M | +16,221 | ↑ INC |
Heck Capital Advisors, LLCCIK 0002046227 | 202,943 | $3.89M | +14,919 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 197,421 | $3.78M | +75,273 | ↑ INC |
NORDEN GROUP LLCCIK 0001990699 | 186,595 | $3.58M | +159,545 | ↑ INC |
MEITAV INVESTMENT HOUSE LTDCIK 0001398346 | 167,062 | $3.20M | +51,832 | ↑ INC |
Addison Capital CoCIK 0001581465 | 125,192 | $2.40M | +14,034 | ↑ INC |
STANSBERRY ASSET MANAGEMENT, LLCCIK 0001725910 | 103,660 | $1.99M | +10,783 | ↑ INC |
Chicago Partners Investment Group LLCCIK 0001563525 | 88,654 | $1.98M | +14,041 | ↑ INC |
Mattson Financial Services, LLCCIK 0002034595 | 96,343 | $1.85M | +9,066 | ↑ INC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 95,344 | $1.83M | +95,344 | NEW |
JANE STREET GROUP, LLCCIK 0001595888 | 88,154 | $1.69M | -954,151 | ↓ DEC |
Darwin Wealth Management, LLCCIK 0001663224 | 78,380 | $1.50M | +78,380 | NEW |
Qube Research & Technologies LtdCIK 0001729829 | 74,096 | $1.42M | +74,096 | NEW |
Visionary Wealth AdvisorsCIK 0001802984 | 60,686 | $1.16M | +14,128 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Tidal Investments LLC↑ INC | +1,113,746 | $46.96M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +1,065,471 | $28.30M |
VAN ECK ASSOCIATES CORP↑ INC | +662,449 | $109.19K |
SYON CAPITAL LLC↑ INC | +652,244 | $13.96M |
Bouchey Financial Group Ltd↑ INC | +270,698 | $19.54M |
Berger Financial Group, Inc↑ INC | +177,369 | $16.45M |
NORDEN GROUP LLC↑ INC | +159,545 | $3.58M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +109,970 | $6.52M |
Beacon Pointe Advisors, LLCNEW | +95,344 | $1.83M |
Darwin Wealth Management, LLCNEW | +78,380 | $1.50M |
| Filer | Δ Shares | Value |
|---|---|---|
JANE STREET GROUP, LLC↓ DEC | -954,151 | $1.69M |
AVALON CAPITAL MANAGEMENT↓ DEC | -146,137 | $703.21K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -120,300 | $743.41K |
MML INVESTORS SERVICES, LLC↓ DEC | -77,237 | $830.80K |
NEOS Investment Management LLC↓ DEC | -32,030 | $102.98M |
Larson Financial Group LLC↓ DEC | -31,316 | $1.01K |
Almanack Investment Partners, LLC.↓ DEC | -29,376 | $198.50K |
Brookstone Capital Management↓ DEC | -27,587 | $781.27K |
TWIN FOCUS CAPITAL PARTNERS, LLC↓ DEC | -16,275 | $242.37K |
CITADEL ADVISORS LLC↓ DEC | -15,153 | $341.05K |