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 |
|---|---|---|---|---|
Interchange Capital Partners, LLCCIK 0001845998 | 1,661,871 | $6.18M | +75,000 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 240,055 | $110.19K | +64,560 | ↑ INC |
Wilmington Savings Fund Society, FSBCIK 0000900974 | 51,244 | $23.52K | – | no_change |
May Hill Capital, LLCCIK 0002056340 | 50,622 | $23.24K | +15,000 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 48,143 | $22.10K | +19,650 | ↑ INC |
UBS Group AGCIK 0001610520 | 40,441 | $18.56K | +27,210 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 37,294 | $17.12K | +2,977 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 17,824 | $8.18K | -23,275 | ↓ DEC |
TWO SIGMA SECURITIES, LLCCIK 0001450144 | 15,617 | $7.17K | +15,617 | NEW |
LPL Financial LLCCIK 0001403438 | 15,612 | $7.17K | -3,139 | ↓ DEC |
MARATHON CAPITAL MANAGEMENTCIK 0001213206 | 15,500 | $7.12K | +15,500 | NEW |
StoneX Group Inc.CIK 0000913760 | 15,169 | $6.96K | +15,169 | NEW |
BRAVE ASSET MANAGEMENT INCCIK 0001085867 | 10,000 | $4.56K | -10,000 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 8,500 | $3.91K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 5,468 | $2.51K | -12,838 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 400 | $180.00 | – | no_change |
Tower Research Capital LLC (TRC)CIK 0001533421 | 121 | $56.00 | +121 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 75 | $34.00 | – | no_change |
Virtu Financial LLCCIK 0001533964 | 74,045 | $34.00 | +74,045 | NEW |
Smithfield Trust CoCIK 0001019754 | 11,480 | $5.00 | -2,403 | ↓ DEC |
HAZLETT, BURT & WATSON, INC.CIK 0000046392 | 425 | $0.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Interchange Capital Partners, LLC↑ INC | +75,000 | $6.18M |
Virtu Financial LLCNEW | +74,045 | $34.00 |
Private Advisor Group, LLC↑ INC | +64,560 | $110.19K |
UBS Group AG↑ INC | +27,210 | $18.56K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +19,650 | $22.10K |
TWO SIGMA SECURITIES, LLCNEW | +15,617 | $7.17K |
MARATHON CAPITAL MANAGEMENTNEW | +15,500 | $7.12K |
StoneX Group Inc.NEW | +15,169 | $6.96K |
May Hill Capital, LLC↑ INC | +15,000 | $23.24K |
BlackRock, Inc.↑ INC | +2,977 | $17.12K |
| Filer | Δ Shares | Value |
|---|---|---|
CITADEL ADVISORS LLC↓ DEC | -23,275 | $8.18K |
MORGAN STANLEY↓ DEC | -12,838 | $2.51K |
BRAVE ASSET MANAGEMENT INC↓ DEC | -10,000 | $4.56K |
LPL Financial LLC↓ DEC | -3,139 | $7.17K |
Smithfield Trust Co↓ DEC | -2,403 | $5.00 |