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 |
|---|---|---|---|---|
FIRST NATIONAL TRUST COCIK 0001277303 | 15,965 | $512.48K | – | no_change |
ATLAS CAPITAL ADVISORS INC.CIK 0001434165 | 920 | $29.53K | – | no_change |
Ascentis Independent AdvisorsCIK 0001845003 | 450 | $14.45K | +450 | NEW |
RHUMBLINE ADVISERSCIK 0001115418 | 442 | $14.19K | – | no_change |
IMA Advisory Services, Inc.CIK 0001455495 | 10 | $321.00 | -3 | ↓ DEC |
Strengthening Families & Communities, LLCCIK 0001921196 | 9 | $289.00 | – | no_change |
MILLER WEALTH ADVISORS, LLCCIK 0001908158 | 4 | $128.00 | – | no_change |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 4 | $128.00 | -11 | ↓ DEC |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 16 | $1.00 | +14 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Ascentis Independent AdvisorsNEW | +450 | $14.45K |
HANTZ FINANCIAL SERVICES, INC.↑ INC | +14 | $1.00 |
| Filer | Δ Shares | Value |
|---|---|---|
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -11 | $128.00 |
IMA Advisory Services, Inc.↓ DEC | -3 | $321.00 |