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 |
|---|---|---|---|---|
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 278,002 | $397.64K | -2,126 | ↓ DEC |
Kalehua Capital Management LLCCIK 0002106181 | 347,539 | $361.44K | +347,539 | NEW |
Jackson Hole Capital Partners, LLCCIK 0001767049 | 238,501 | $341.06K | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 228,410 | $326.63K | +228,410 | NEW |
BlackRock, Inc.CIK 0002012383 | 217,349 | $310.81K | – | no_change |
NWF Advisory Services Inc.CIK 0002045735 | 167,616 | $239.69K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 167,141 | $239.01K | – | no_change |
FIFTH THIRD BANCORPCIK 0000035527 | 150,118 | $214.67K | +150,118 | NEW |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 148,661 | $212.59K | -14,464 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 104,080 | $148.83K | +104,080 | NEW |
STATE STREET CORPCIK 0000093751 | 88,340 | $126.33K | – | no_change |
Salvus Wealth Management, LLCCIK 0001809236 | 78,710 | $112.56K | +59,430 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 77,800 | $111.25K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 68,475 | $97.92K | -9,905 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 60,355 | $86.31K | -13,934 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 59,081 | $84.49K | – | no_change |
Balboa Wealth PartnersCIK 0001929008 | 52,074 | $74.47K | -4,500 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 51,356 | $73.44K | +845 | ↑ INC |
CacheTech Inc.CIK 0002013390 | 36,870 | $52.72K | +10,310 | ↑ INC |
4WEALTH ADVISORS, INC.CIK 0002056676 | 28,236 | $37.84K | -21,789 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 20,740 | $29.66K | -11,304 | ↓ DEC |
Hexagon Capital Partners LLCCIK 0001831542 | 12,700 | $18.16K | – | no_change |
Snowden Capital Advisors LLCCIK 0001903055 | 10,000 | $14.30K | – | no_change |
Vanguard Global Advisers, LLCCIK 0001811242 | 9,620 | $13.76K | +9,620 | NEW |
Federation des caisses Desjardins du QuebecCIK 0002022297 | 4,309 | $6.16K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Kalehua Capital Management LLCNEW | +347,539 | $361.44K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +228,410 | $326.63K |
FIFTH THIRD BANCORPNEW | +150,118 | $214.67K |
VANGUARD FIDUCIARY TRUST CONEW | +104,080 | $148.83K |
Salvus Wealth Management, LLC↑ INC | +59,430 | $112.56K |
CacheTech Inc.↑ INC | +10,310 | $52.72K |
Vanguard Global Advisers, LLCNEW | +9,620 | $13.76K |
Corient Private Wealth LLC↑ INC | +4,500 | $360.00 |
MORGAN STANLEY↑ INC | +845 | $73.44K |
SIMPLEX TRADING, LLC↑ INC | +678 | $1.12K |
| Filer | Δ Shares | Value |
|---|---|---|
4WEALTH ADVISORS, INC.↓ DEC | -21,789 | $37.84K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -14,464 | $212.59K |
GOLDMAN SACHS GROUP INC↓ DEC | -13,934 | $86.31K |
XTX Topco Ltd↓ DEC | -11,304 | $29.66K |
CITADEL ADVISORS LLC↓ DEC | -9,905 | $97.92K |
HRT FINANCIAL LP↓ DEC | -6,203 | $18.00 |
Balboa Wealth Partners↓ DEC | -4,500 | $74.47K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -2,126 | $397.64K |
UBS Group AG↓ DEC | -889 | $3.93K |
GROUP ONE TRADING LLC↓ DEC | -678 | $72.00 |