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 | 502,063 | $2.09M | +502,063 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 141,885 | $592.30K | +25,961 | ↑ INC |
UBS Group AGCIK 0001610520 | 111,678 | $465.70K | -46,377 | ↓ DEC |
AlphaCentric Advisors LLCCIK 0001913464 | 75,000 | $312.75K | – | no_change |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 65,852 | $274.60K | +65,852 | NEW |
BlackRock, Inc.CIK 0002012383 | 56,908 | $237.31K | +5,032 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 41,260 | $172.05K | – | no_change |
LPL Financial LLCCIK 0001403438 | 38,175 | $159.19K | +23,926 | ↑ INC |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 31,280 | $130.44K | -7,650 | ↓ DEC |
Prime Capital Investment Advisors, LLCCIK 0001731446 | 29,000 | $120.93K | +29,000 | NEW |
Waterloo Capital, L.P.CIK 0001730942 | 26,600 | $110.92K | +26,600 | NEW |
Aptus Capital Advisors, LLCCIK 0001664193 | 26,600 | $110.92K | +26,600 | NEW |
XTX Topco LtdCIK 0001828301 | 25,465 | $106.19K | +25,465 | NEW |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 21,534 | $89.80K | +5,128 | ↑ INC |
Welch Group, LLCCIK 0001443095 | 20,000 | $83.40K | +20,000 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 19,947 | $83.18K | -6,701 | ↓ DEC |
Focus Partners Advisor Solutions, LLCCIK 0001868872 | 18,596 | $77.55K | +18,596 | NEW |
Concurrent Investment Advisors, LLCCIK 0002001015 | 18,500 | $77.14K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 16,650 | $69.43K | +6,650 | ↑ INC |
Scientech Research LLCCIK 0002011556 | 15,632 | $65.19K | +15,632 | NEW |
Integrated Advisors Network LLCCIK 0001660177 | 10,366 | $43.23K | +10,366 | NEW |
Independent Advisor AllianceCIK 0001696899 | 10,059 | $41.95K | – | no_change |
BRAVE ASSET MANAGEMENT INCCIK 0001085867 | 10,000 | $41.70K | -12,000 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 7,696 | $32.09K | +474 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 7,443 | $31.04K | -1,899 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +502,063 | $2.09M |
VANGUARD FIDUCIARY TRUST CONEW | +65,852 | $274.60K |
Prime Capital Investment Advisors, LLCNEW | +29,000 | $120.93K |
Aptus Capital Advisors, LLCNEW | +26,600 | $110.92K |
Waterloo Capital, L.P.NEW | +26,600 | $110.92K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +25,961 | $592.30K |
XTX Topco LtdNEW | +25,465 | $106.19K |
LPL Financial LLC↑ INC | +23,926 | $159.19K |
Welch Group, LLCNEW | +20,000 | $83.40K |
Focus Partners Advisor Solutions, LLCNEW | +18,596 | $77.55K |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -52,788 | $83.00 |
UBS Group AG↓ DEC | -46,377 | $465.70K |
BRAVE ASSET MANAGEMENT INC↓ DEC | -12,000 | $41.70K |
KESTRA PRIVATE WEALTH SERVICES, LLC↓ DEC | -7,650 | $130.44K |
NORTHERN TRUST CORP↓ DEC | -6,701 | $83.18K |
MORGAN STANLEY↓ DEC | -1,899 | $31.04K |
Caitong International Asset Management Co., Ltd↓ DEC | -1,358 | $2.08K |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -1,000 | $274.00 |
ROYAL BANK OF CANADA↓ DEC | -684 | $1.00K |
Fortitude Family Office, LLC↓ DEC | -230 | $546.00 |