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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 59,364 | $625.10K | +59,364 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 17,345 | $182.67K | +3,098 | ↑ INC |
Longbow Finance SACIK 0001965552 | 16,667 | $175.50K | – | no_change |
UBS Group AGCIK 0001610520 | 15,202 | $160.08K | +5,654 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 8,287 | $87.26K | +8,287 | NEW |
BlackRock, Inc.CIK 0002012383 | 6,203 | $65.32K | – | no_change |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 2,000 | $21.06K | +2,000 | NEW |
Annis Gardner Whiting Capital Advisors, LLCCIK 0001998414 | 200 | $2.11K | +200 | NEW |
Tower Research Capital LLC (TRC)CIK 0001533421 | 156 | $1.64K | -139 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 104 | $1.09K | – | no_change |
CITIGROUP INCCIK 0000831001 | 91 | $958.00 | -246 | ↓ DEC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 18 | $190.00 | -7,756 | ↓ DEC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 16 | $168.00 | – | no_change |
Game Plan Financial Advisors, LLCCIK 0001802952 | 16 | $168.00 | – | no_change |
Clearstead Advisors, LLCCIK 0000842775 | 14 | $148.00 | – | no_change |
Caitong International Asset Management Co., LtdCIK 0001963355 | 10 | $105.00 | +10 | NEW |
JPMORGAN CHASE & COCIK 0000019617 | 9 | $95.00 | – | no_change |
Pinnacle Wealth Planning Services, Inc.CIK 0001726752 | 5 | $53.00 | – | no_change |
Key FInancial IncCIK 0001801720 | 4 | $42.00 | – | no_change |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 1 | $11.00 | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1 | $10.00 | -116 | ↓ DEC |
Covestor LtdCIK 0001909846 | 119 | $1.00 | -12 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +59,364 | $625.10K |
VANGUARD FIDUCIARY TRUST CONEW | +8,287 | $87.26K |
UBS Group AG↑ INC | +5,654 | $160.08K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +3,098 | $182.67K |
Steward Partners Investment Advisory, LLCNEW | +2,000 | $21.06K |
Annis Gardner Whiting Capital Advisors, LLCNEW | +200 | $2.11K |
Caitong International Asset Management Co., LtdNEW | +10 | $105.00 |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -7,756 | $190.00 |
CITIGROUP INC↓ DEC | -246 | $958.00 |
Tower Research Capital LLC (TRC)↓ DEC | -139 | $1.64K |
OSAIC HOLDINGS, INC.↓ DEC | -116 | $10.00 |
Covestor Ltd↓ DEC | -12 | $1.00 |