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 |
|---|---|---|---|---|
Invesco Ltd.CIK 0000914208 | 2,236,604 | $9.52M | +2,236,604 | NEW |
Integrated Wealth Concepts LLCCIK 0001737109 | 188,560 | $802.32K | +188,560 | NEW |
UBS Group AGCIK 0001610520 | 109,608 | $466.38K | +107,458 | ↑ INC |
CITIGROUP INCCIK 0000831001 | 100,000 | $425.50K | +100,000 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 38,228 | $162.66K | +38,228 | NEW |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 32,802 | $139.57K | +12,868 | ↑ INC |
KING LUTHER CAPITAL MANAGEMENT CORPCIK 0000310051 | 25,000 | $106.38K | +25,000 | NEW |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 24,468 | $104.11K | +13,159 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 5,386 | $24.13K | +5,386 | NEW |
MORGAN STANLEYCIK 0000895421 | 4,105 | $17.47K | -56,800 | ↓ DEC |
RHUMBLINE ADVISERSCIK 0001115418 | 3,720 | $15.82K | +1,912 | ↑ INC |
GAMMA Investing LLCCIK 0002010235 | 2,055 | $8.74K | +864 | ↑ INC |
Marquette Asset Management, LLCCIK 0001395067 | 2,000 | $8.51K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 500 | $2.13K | – | no_change |
TD Waterhouse Canada Inc.CIK 0001999606 | 450 | $1.73K | +450 | NEW |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 423 | $1.51K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 300 | $1.28K | – | no_change |
EverSource Wealth Advisors, LLCCIK 0001710537 | 209 | $420.00 | +182 | ↑ INC |
Cambridge Investment Research Advisors, Inc.CIK 0001419186 | 96,547 | $411.00 | +96,547 | NEW |
Federation des caisses Desjardins du QuebecCIK 0002022297 | 85 | $362.00 | +85 | NEW |
Bogart Wealth, LLCCIK 0001715740 | 60 | $255.00 | – | no_change |
BESSEMER GROUP INCCIK 0001054074 | 36 | $0.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Invesco Ltd.NEW | +2,236,604 | $9.52M |
Integrated Wealth Concepts LLCNEW | +188,560 | $802.32K |
UBS Group AG↑ INC | +107,458 | $466.38K |
CITIGROUP INCNEW | +100,000 | $425.50K |
Cambridge Investment Research Advisors, Inc.NEW | +96,547 | $411.00 |
GOLDMAN SACHS GROUP INCNEW | +38,228 | $162.66K |
KING LUTHER CAPITAL MANAGEMENT CORPNEW | +25,000 | $106.38K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +13,159 | $104.11K |
MILLENNIUM MANAGEMENT LLC↑ INC | +12,868 | $139.57K |
JPMORGAN CHASE & CONEW | +5,386 | $24.13K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -56,800 | $17.47K |