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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 27,225 | $144.56K | – | no_change |
Welch Group, LLCCIK 0001443095 | 15,956 | $84.57K | +15,956 | NEW |
AZZAD ASSET MANAGEMENT INC /ADVCIK 0001121914 | 15,623 | $82.96K | -8,977 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 2,484 | $13.19K | -3,295 | ↓ DEC |
UBS Group AGCIK 0001610520 | 597 | $3.17K | +520 | ↑ INC |
Allworth Financial LPCIK 0001555170 | 517 | $2.75K | +9 | ↑ INC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 200 | $1.06K | -256 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1 | $8.00 | +1 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Welch Group, LLCNEW | +15,956 | $84.57K |
UBS Group AG↑ INC | +520 | $3.17K |
Allworth Financial LP↑ INC | +9 | $2.75K |
WELLS FARGO & COMPANY/MN↑ INC | +1 | $8.00 |
| Filer | Δ Shares | Value |
|---|---|---|
AZZAD ASSET MANAGEMENT INC /ADV↓ DEC | -8,977 | $82.96K |
MORGAN STANLEY↓ DEC | -3,295 | $13.19K |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -256 | $1.06K |