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 |
|---|---|---|---|---|
OLD NATIONAL BANCORP /IN/CIK 0000707179 | 19,506 | $75.88K | – | no_change |
Carter Financial Group, INC.CIK 0001919749 | 23,162 | $62.54K | – | no_change |
Financial Gravity Asset Management, Inc.CIK 0001741736 | 16,734 | $45.18K | +3,709 | ↑ INC |
NBC SECURITIES, INC.CIK 0000791540 | 14,502 | $39.16K | – | no_change |
Strengthening Families & Communities, LLCCIK 0001921196 | 10,398 | $28.08K | +2,607 | ↑ INC |
RETIREMITTEN FINANCIAL LLCCIK 0002127635 | 2,471 | $6.67K | +2,471 | NEW |
Main Street Group, LTDCIK 0001965796 | 521 | $1.41K | – | no_change |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 6,266 | $17.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Financial Gravity Asset Management, Inc.↑ INC | +3,709 | $45.18K |
Strengthening Families & Communities, LLC↑ INC | +2,607 | $28.08K |
RETIREMITTEN FINANCIAL LLCNEW | +2,471 | $6.67K |