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 |
|---|---|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCCIK 0001967332 | 441,286 | $1.96M | +441,286 | NEW |
Melia Wealth LLCCIK 0001964047 | 441,230 | $1.96M | -6,408 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 342,906 | $1.53M | +342,906 | NEW |
SHUFRO ROSE & CO LLCCIK 0000908195 | 217,785 | $969.14K | – | no_change |
Frazier Financial Advisors, LLCCIK 0002002745 | 203,866 | $907.21K | +124,229 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 196,018 | $872.28K | +14,290 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 125,775 | $559.81K | +13,688 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 65,278 | $290.49K | +5,280 | ↑ INC |
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045 | 274,657 | $274.66K | +234,113 | ↑ INC |
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758 | 219,801 | $219.80K | -137,177 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 47,508 | $211.41K | +22,839 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 45,798 | $203.80K | +45,798 | NEW |
MORGAN STANLEYCIK 0000895421 | 40,255 | $179.14K | +26,125 | ↑ INC |
Apella Capital, LLCCIK 0001801507 | 37,814 | $175.46K | -3,461 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 36,843 | $163.95K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 36,627 | $162.99K | +4,680 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 32,900 | $146.41K | -33,850 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 32,300 | $143.74K | – | no_change |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 27,266 | $123.51K | -2,329 | ↓ DEC |
BEESE FULMER INVESTMENT MANAGEMENT, INC.CIK 0000911274 | 122,460 | $122.46K | -220,916 | ↓ DEC |
MONETA GROUP INVESTMENT ADVISORS LLCCIK 0001120927 | 27,318 | $121.56K | -3,992 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 25,877 | $115.15K | – | no_change |
JAMES INVESTMENT RESEARCH, INC.CIK 0000810384 | 21,186 | $94.28K | – | no_change |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 19,516 | $86.85K | – | no_change |
GK Wealth Management LLCCIK 0002069222 | 86,777 | $86.78K | +86,777 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +441,286 | $1.96M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +342,906 | $1.53M |
CARY STREET PARTNERS FINANCIAL LLC↑ INC | +234,113 | $274.66K |
Frazier Financial Advisors, LLC↑ INC | +124,229 | $907.21K |
GK Wealth Management LLCNEW | +86,777 | $86.78K |
VANGUARD FIDUCIARY TRUST CONEW | +45,798 | $203.80K |
MORGAN STANLEY↑ INC | +26,125 | $179.14K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +22,839 | $211.41K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +14,290 | $872.28K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +13,688 | $559.81K |
| Filer | Δ Shares | Value |
|---|---|---|
BEESE FULMER INVESTMENT MANAGEMENT, INC.↓ DEC | -220,916 | $122.46K |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -137,177 | $219.80K |
Focus Partners Wealth↓ DEC | -46,433 | $50.00K |
CITADEL ADVISORS LLC↓ DEC | -33,850 | $146.41K |
Larson Financial Group LLC↓ DEC | -6,433 | $10.21K |
Melia Wealth LLC↓ DEC | -6,408 | $1.96M |
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -4,902 | $22.00 |
MONETA GROUP INVESTMENT ADVISORS LLC↓ DEC | -3,992 | $121.56K |
Briaud Financial Planning Inc↓ DEC | -3,717 | $21.01K |
Apella Capital, LLC↓ DEC | -3,461 | $175.46K |