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 |
|---|---|---|---|---|
INTREPID CAPITAL MANAGEMENT INCCIK 0001092838 | 756,185 | $7.06M | -3,118 | ↓ DEC |
Sowell Financial Services LLCCIK 0001633697 | 493,437 | $4.61M | +15,229 | ↑ INC |
Corient Private Wealth LLCCIK 0001948780 | 380,748 | $3.56M | -2,117 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 237,631 | $2.21M | +237,631 | NEW |
Sage Mountain Advisors LLCCIK 0001832274 | 215,576 | $2.01M | -52,512 | ↓ DEC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 182,130 | $1.70M | -8,525 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 173,624 | $1.62M | +152,221 | ↑ INC |
CONDOR CAPITAL MANAGEMENTCIK 0001082491 | 161,459 | $1.51M | -4,815 | ↓ DEC |
CDC Financial, Inc.CIK 0002077836 | 159,618 | $1.49M | +32,500 | ↑ INC |
Black Maple Capital Management LPCIK 0001588959 | 130,920 | $1.22M | -5,000 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 71,395 | $666.83K | -67,087 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 60,462 | $564.72K | +27,678 | ↑ INC |
Apollon Wealth Management, LLCCIK 0001764387 | 55,809 | $521.26K | -22,009 | ↓ DEC |
Venturi Wealth Management, LLCCIK 0001666363 | 40,171 | $375.20K | +40,171 | NEW |
Gladstone Institutional Advisory LLCCIK 0001766530 | 38,600 | $360.52K | – | no_change |
FIRETHORN WEALTH PARTNERS, LLCCIK 0001845743 | 35,674 | $333.20K | +3,828 | ↑ INC |
Tidal Investments LLCCIK 0001600064 | 34,777 | $324.82K | -4,224 | ↓ DEC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 34,697 | $324.07K | -52 | ↓ DEC |
Wick Capital Partners, LLCCIK 0001904388 | 26,967 | $251.87K | +24,720 | ↑ INC |
Twelve Points Wealth Management LLCCIK 0001877090 | 26,233 | $245.02K | – | no_change |
Seneca House AdvisorsCIK 0001731359 | 24,888 | $232.45K | +100 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 23,790 | $222.20K | +11,764 | ↑ INC |
Mariner, LLCCIK 0001373442 | 22,693 | $211.95K | +10,593 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 21,578 | $201.54K | +8,860 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 20,857 | $194.80K | -25,553 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CONEW | +237,631 | $2.21M |
HighTower Advisors, LLC↑ INC | +152,221 | $1.62M |
Venturi Wealth Management, LLCNEW | +40,171 | $375.20K |
CDC Financial, Inc.↑ INC | +32,500 | $1.49M |
CITADEL ADVISORS LLC↑ INC | +27,678 | $564.72K |
Wick Capital Partners, LLC↑ INC | +24,720 | $251.87K |
Trexquant Investment LPNEW | +20,160 | $188.29K |
Sowell Financial Services LLC↑ INC | +15,229 | $4.61M |
Tyche Wealth Partners LLCNEW | +14,500 | $135.43K |
JANE STREET GROUP, LLC↑ INC | +11,764 | $222.20K |
| Filer | Δ Shares | Value |
|---|---|---|
BlackRock, Inc.↓ DEC | -67,087 | $666.83K |
Sage Mountain Advisors LLC↓ DEC | -52,512 | $2.01M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -25,553 | $194.80K |
Apollon Wealth Management, LLC↓ DEC | -22,009 | $521.26K |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↓ DEC | -8,525 | $1.70M |
Black Maple Capital Management LP↓ DEC | -5,000 | $1.22M |
CONDOR CAPITAL MANAGEMENT↓ DEC | -4,815 | $1.51M |
Tidal Investments LLC↓ DEC | -4,224 | $324.82K |
INTREPID CAPITAL MANAGEMENT INC↓ DEC | -3,118 | $7.06M |
Corient Private Wealth LLC↓ DEC | -2,117 | $3.56M |