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 |
|---|---|---|---|---|
Bulldog Investors, LLPCIK 0001504304 | 596,780 | $966.78K | +42,583 | ↑ INC |
Founders Financial Alliance, LLCCIK 0001832190 | 295,794 | $479.19K | +295,794 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 32,000 | $51.84K | -48,847 | ↓ DEC |
North Ground CapitalCIK 0002055446 | 25,386 | $41.13K | -28,913 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 22,911 | $37.12K | +100 | ↑ INC |
TWO SIGMA SECURITIES, LLCCIK 0001450144 | 20,614 | $33.40K | +20,614 | NEW |
JANE STREET GROUP, LLCCIK 0001595888 | 17,075 | $27.66K | +17,075 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 16,938 | $27.44K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 11,137 | $18.04K | +417 | ↑ INC |
Alpine Global Management, LLCCIK 0001581655 | 10,715 | $17.36K | -15,510 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 4,800 | $6.77K | – | no_change |
UBS Group AGCIK 0001610520 | 3,238 | $5.25K | -3,806 | ↓ DEC |
Legacy Wealth Managment, LLC/IDCIK 0002045082 | 2,500 | $4.05K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 1,325 | $2.15K | -396,316 | ↓ DEC |
Triumph Capital ManagementCIK 0001730765 | 1,000 | $1.62K | – | no_change |
MTM Investment Management, LLCCIK 0001831416 | 500 | $810.00 | – | no_change |
Osbon Capital Management LLCCIK 0001784418 | 472 | $765.00 | +472 | NEW |
Allworth Financial LPCIK 0001555170 | 18 | $29.00 | +18 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 0 | $0.00 | – | sold_all |
| Filer | Δ Shares | Value |
|---|---|---|
Founders Financial Alliance, LLCNEW | +295,794 | $479.19K |
Bulldog Investors, LLP↑ INC | +42,583 | $966.78K |
TWO SIGMA SECURITIES, LLCNEW | +20,614 | $33.40K |
JANE STREET GROUP, LLCNEW | +17,075 | $27.66K |
Osbon Capital Management LLCNEW | +472 | $765.00 |
RAYMOND JAMES FINANCIAL INC↑ INC | +417 | $18.04K |
LPL Financial LLC↑ INC | +100 | $37.12K |
Allworth Financial LPNEW | +18 | $29.00 |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -396,316 | $2.15K |
CITADEL ADVISORS LLC↓ DEC | -48,847 | $51.84K |
North Ground Capital↓ DEC | -28,913 | $41.13K |
Alpine Global Management, LLC↓ DEC | -15,510 | $17.36K |
UBS Group AG↓ DEC | -3,806 | $5.25K |
WELLS FARGO & COMPANY/MNsold_all | 0 | $0.00 |