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 |
|---|---|---|---|---|
Oakworth Capital, Inc.CIK 0001588871 | 624 | $4.99K | – | no_change |
GAMMA Investing LLCCIK 0002010235 | 525 | $4.20K | – | no_change |
KELLEHER FINANCIAL ADVISORSCIK 0001507971 | 67 | $536.00 | – | no_change |